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- 🇸🇪SE · Investing#1911K to 10K
- 🇵🇹PT · Investing#184500 to 3K
- 🇦🇪AE · Investing#191500 to 3K
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600 to 4.8K🎙 Daily cadence·260 episodes·Last published 5d ago - Monthly Reach
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2K to 16K🇸🇪63%🇵🇹19%🇦🇪19% - Active Followers
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800 to 6.4K
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Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030
Jun 19, 2026
Unknown duration
How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi
Jun 11, 2026
50m 19s
5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta
Jun 5, 2026
50m 01s
Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It
May 30, 2026
1h 07m 35s
Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier
May 24, 2026
51m 07s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/19/26 |  Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030 | Tom Dunleavy is Head of Venture at Varys Capital.In this episode, Tom walks us through his valuation framework for ETH. He offers a mental model where Ethereum is the vault filled with stablecoins, RWAs, and DeFi activity secured by it. But ETH is the lock--and the bigger the vault gets, the more valuable the lock has to be to protect it. Based on Ethereum's current onchain activity, Tom gets us to a fair value for ETH that's much higher than the price today. Furthermore, we discuss what happens to the price of ETH when Ethereum grows to $750B-$1T onchain by 2030.Tom insists the vault won't stop growing thanks to demand for stablecoins and RWAs—and that ETH, the lock, is simply due for a repricing.------💎 THIS EPISODE'S SPONSORS🔒 KPK | Best risk-adjusted yield through automated vaults🕛 NOON | The highest and safest stablecoin yield, built for the long term🟠 APYX | The first dividend-backed stablecoin (DBS)👻 MANTLE | Aave V3 is live on Mantle🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚔️ KATANA | Deep liquidity & real yield------⏱️ TIMESTAMPS0:00 - Intro2:51 - Tom’s role investing at Varys Capital3:32 - How Tom became convinced DCF was the wrong way to value ETH6:16 - Is Ethereum winning?11:20 - Fees are friction, and hence not how we should value ETH15:51 - Can Ethereum have its cake and eat it too, when it comes to capturing fees?19:24 - If Ethereum is the vault, ETH is the lock23:37 - Why stablecoin numbers are bullish against all odds this bear market26:43 - Ethereum must succeed, or crypto as an asset class fails28:39 - Linux and DTCC: Why the comparison to Ethereum is both useful and wrong32:34 - The importance of Ethereum as trustware, producing blocks for over 10 years35:19 - Underestimating the impact of Ethereum scaling L139:20 - If an issuer freezes stablecoins, it doesn’t break reliance on Ethereum security41:50 - Tom’s valuation framework is for ETH, not for DeFi tokens44:54 - $20,000 to $50,000 per ETH if onchain liquidity hits $750B–$1T47:12 - How Tom gets to a fair market value today of $6,900 per ETH50:03 - Was ETH overvalued in 2021 based on this same model?52:38 - The 2030 base case ($55k) vs bull case ($138K) 53:36 - Closing------🔗 GUEST LINKS► Tom Dunleavy on X: https://x.com/dunleavy89► Tom's Ethereum article on X: https://x.com/dunleavy89/status/2059717202392359118?s=20------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. | — | ||||||
| 6/11/26 |  How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi✨ | tokenizationDeFi+4 | Robert Leshner | SuperstateCompound | — | Superstatetokenization+6 | KPK | 50m 19s | |
| 6/5/26 |  5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta✨ | DeFirevenue streams+5 | Kash Dhanda | JupiterJUP+1 | — | JupiterDeFi super app+7 | KPK | 50m 01s | |
| 5/30/26 |  Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It✨ | private creditDeFi+3 | David VatchevArpan Gautam+1 | FasanaraNoon+2 | — | private creditDeFi+6 | KPKCODE | 1h 07m 35s | |
| 5/24/26 |  Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier✨ | DeFirisk tranching+3 | Vish | StrataAave V3+1 | — | DeFirisk tranching+5 | KPK | 51m 07s | |
| 5/20/26 |  Tori: Tokenizing 15% Yield From Institutional FX Markets, Uncorrelated With Crypto | DeFi Frontier✨ | DeFiyield generation+4 | Samed Düzçay | Tori | — | ToriDeFi yields+5 | KPK | 29m 10s | |
| 5/6/26 |  The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier✨ | DeFi lendingrisk management+5 | David Reising | LotusAave+1 | — | DeFilending+8 | KPK | 59m 24s | |
| 5/5/26 |  Rysk: How to Earn Stablecoin Yield with DeFi Options in 1-Click | DeFi Frontier✨ | DeFi optionsstablecoin yield+4 | Daniele Ugolini | RyskRibbon+2 | — | DeFioptions protocol+7 | KPK | 43m 28s | |
| 4/30/26 |  The Alchemix Comeback: Vaults, Fixed Yields, 10x Looping, and Why They've Been Building V3 For Years✨ | DeFiAlchemix V3+4 | Scoopy Trooples | Alchemix | — | AlchemixDeFi+6 | KPK | 1h 15m 26s | |
| 4/22/26 |  The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin✨ | Ethereuminvesting+4 | Vivek RamanMichael McGuiness | Etherealize | — | EthereumETH+7 | KPK | 1h 00m 19s | |
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| 4/20/26 |  The Business of Spark: How Sky's Largest Sub-DAO Is Earning $27.8M In A Bear Market | Revenue Meta✨ | DeFibusiness strategy+4 | Sam MacPherson | Phoenix LabsSpark | — | SparkPhoenix Labs+8 | KPK | 50m 19s | |
| 4/15/26 |  How Saturn Is Tokenizing Michael Saylor's 11.5% STRC Bitcoin Yield for DeFi | DeFi Frontier✨ | DeFitokenization+5 | Ellis OsbornKevin Li | SaturnStrategy+4 | — | SaturnSTRC+6 | KPK | 47m 03s | |
| 4/7/26 |  Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market✨ | Bitcoinfinancial instruments+3 | Chaitanya Jain | Strategy | — | BitcoinSTRC+3 | KPK | 1h 03m 15s | |
| 3/31/26 |  Why Katana Is Not An L2, It's A DeFi Super App✨ | DeFiKatana+5 | Matthew Fisher | KatanaIDEX+2 | — | KatanaDeFi+8 | KPK | 1h 03m 10s | |
| 3/26/26 |  Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next?✨ | onchain optionsDeFi+4 | Nick Forster | Derive | — | onchain optionsDerive+7 | KPK | 1h 03m 15s | |
| 3/20/26 |  From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC✨ | DeFiinstitutional yields+4 | Arpan Gautam | NoonMcKinsey+1 | — | DeFistablecoin yield+5 | KPK | 51m 59s | |
| 3/18/26 |  Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing✨ | token bear marketvaluations+4 | Felipe Montealegre | Theia | — | cryptoinvestment+8 | KPK | 1h 27m 40s | |
| 3/11/26 |  Across Token Buyout: The First Proposal to Convert Back to a Private Company✨ | token buyoutDeFi+5 | Hart Lambur | AcrossRisk Labs | — | token buyoutACX token+5 | KPK | 49m 42s | |
| 3/10/26 |  Which Blockchain Will AI Choose?✨ | AI agentsblockchain+4 | Davide Crapis | Ethereum Foundation | — | AIblockchain choice+5 | NOON | 56m 47s | |
| 3/5/26 |  Why DeFi Needs Credit Ratings And How Credora Is Building Them | Gil Santos is Lead Quant at Credora, and Marcin Kazmierczak is CoFounder of RedStone, which recently acquired Credora.We dig into why DeFi desperately needs credit ratings, how Credora is building them, and why this is the missing piece for institutional capital to flow onchain. Gil explains the problem: DeFi has transparency of transactions but opacity when it comes to risk. You can see every trade onchain, but you can't tell if a Morpho vault is genuinely safer than another. Credora is building the Moody's and S&P for DeFi—real-time, dynamic risk ratings that update as market conditions change.In this episode, we cover:+ Why DeFi needs a ratings protocol ($10B rated, 80% Morpho TVL coverage)+ The L2Beat parallel: Raising standards for the industry+ How Credora ratings work: assessment from collateral → markets → vaults+ 2026 vision: Stablecoins to $1T, fintechs offering rated yields to retail------💎 THIS EPISODE'S PARTNERS🔒 KPK | Best risk-adjusted yield through automated vaults🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🏦 MANTLE | MNT is now live on Solana🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro1:26 - Gil’s background 3:28 - RedStone’s acquisition of Credora5:48 - Problems in DeFi: Risk, trust, and information asymmetry9:26 - The history of credit ratings in TradFi15:17 - What is Credora for DeFi?16:39 - How do Credora ratings work?19:54 - Rating scale in crypto vs. TradFi22:08 - Probability of significant loss: What the ratings actually measure27:19 - How Credora makes money without compromising credibility31:55 - How vault curators opt in to ratings (and Morpho's role)36:19 - How much is automated? Dynamic ratings vs. human oversight38:09 - Rating RWAs, derivatives, and tokenized commodities41:11 - Why Credora won't become the "big bad ratings agency"44:29 - Institutions coming onchain and the L2Beat parallel47:53 - Institutions already demanding ratings48:44 - Credora revenue and RED tokenomics: Post-acquisition strategy51:00 - Long-term vision: Rating everything and raising standards51:53 - 2026: Fintechs, prediction markets, and onchain parameter updates53:57 - Why DeFi-mullet products could benefit from Credora57:18 - Closing------🔗 GUEST LINKS► Credora website: https://credora.network/► RedStone website: https://www.redstone.finance/► Credora on X: https://x.com/credoranetwork► RedStone on X: https://x.com/redstone_defi► Marcin on X: https://x.com/MarcinRedStone► Gil on X: https://x.com/gil_n_santos_------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in RedStone. | — | ||||||
| 2/27/26 |  Vitalik Recommits To Decentralization, Why No One Owns Their Stock, and Unlocking True RWA Ownership | Gabriel Shapiro is a top legal expert in cryptoassets and tokenization, who is now Founder of MetaLeX, where he's building onchain legal entities and tokenized securities infrastructure.We dig into Vitalik's recent tweet about refocusing on Ethereum L1 scaling, why Ethereum's commitment to maximum decentralization matters, and the evolution of L2s. Then Gabriel dives into why you don't actually own your stock and how that figures into the emerging RWA sector. We explore why this system exists, why most RWA tokenization recreates the same broken intermediaries, and how MetaLeX is building true ownership onchain.In this episode, we cover:+ Why Ethereum is refocusing on L1 scaling and what it means for L2s+ The Cede & Co revelation: how stock ownership actually works+ Three tokenization philosophies (and why most recreate the problem)+ BORGs: Cybernetic organizations that merge legal entities with smart contracts+ Unbreachable legal agreements using private keys as legal authority+ How MetaLeX replaces Carta + AngelList + DocuSign atomically+ AI agents spinning up their own companies with legal personhood------💎 THIS EPISODE'S PARTNERS🔒 KPK | Best risk-adjusted yield through automated vaults🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🏦 MANTLE | MNT is now live on Solana🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro1:54 - Vitalik’s viral tweet to refocus on scaling Ethereum L15:26 - Why did Ethereum move to L2s in the first place?8:54 - The decentralization vs. scale trade-off: Why L2s took a different path13:01 - If the trilemma is solved, have L2s lost leverage?14:37 - What this changing dynamic could mean for L2s18:16 - What is Stage 2 and why some L2s avoid it20:10 - The problems with RWA tokenization today22:21 - Why you don't actually own your stock26:13 - Why the system exists and the three ways to tokenize securities28:40 - Where Canton sits in the tokenization landscape32:19 - Custodial tokenization risk: How DTCC could influence hard forks34:54 - What is MetaLeX? And how we get to real ownership of RWAs onchain42:08 - What is a BORG? Cybernetic organizations explained43:42 - MetaLeX V2: Unbreachable legal agreements48:11 - Replacing Carta + AngelList + DocuSign + law firms atomically53:54 - Can agents spin up their own companies?58:34 - What drives Gabriel: Cyberpunk dreams1:03:18 - Next 12 months, progress towards Ethereum's true corporate finance layer1:06:23 - Robinhood's tokenized stocks approach1:11:21 - Closing------🔗 GUEST LINKS► MetaLeX website: https://metalex.tech/► Gabriel's 2018 post on Tokenizing Corporate Capital Stock: https://metalex.substack.com/p/tokenizing-corporate-capital-stock► MetaLeX on X: https://x.com/MetaLeX_Labs► Gabriel Shapiro on X: https://x.com/lex_node------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Gabriel, DeFi Dad, and Nomatic all hold ETH. | — | ||||||
| 2/20/26 |  Ether.fi's Path from $50M to $100M+ (Cash, Vaults, and Token Rights) | Revenue Meta | Mike Silagadze is the CoFounder and CEO of ether.fi.Ether.fi is building crypto's own Revolut, a fully integrated banking experience that's self-custodial, with lower fees and higher rewards than traditional fintech. In Q4 2025, ether.fi Cash hit $126M in card spending, up 160% quarter over quarter, making it the largest non-custodial crypto card.Mike breaks down the business model (Stake, Liquid, Cash), how they survived October 10th with zero liquidations, and why 2026 is the year they go mainstream.In this episode, we cover:+ How Cash revenue is diversifying the business beyond ETH exposure+ Why they're not another DeFi casino+ $50M revenue in 2025, forecasting $100M+ in 2026+ Token holder rights and why value accrual must be enshrined+ Tokenized stocks and gold coming in March 2026------💎 THIS EPISODE'S PARTNERS🔒 KPK | Best risk-adjusted yield through automated vaults🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🏦 MANTLE | MNT is now live on Solana🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro1:25 - ether.fi's business model: Stake, Liquid, Cash2:30 - TVL vs revenue, what ether.fi optimizes for6:22 - How Cash is tripling revenue share and diversifying the business8:51 - How ETH price affects ether.fi's revenue10:25 - Digital asset treasury partnerships11:47 - How ether.fi survived Oct 10th with zero liquidations17:22 - ether.fi Cash hit $126M in spending Q4 (160% QoQ growth)19:35 - Why ether.fi is the largest non-custodial crypto card22:54 - Customer acquisition costs25:33 - Is the card business profitable on its own?26:29 - The $100B corporate card opportunity30:39 - Team of 38 employees, staying lean32:07 - 2025 revenue: $50M (up from $25M in 2024)34:31 - Token holder rights: Why value accrual must be enshrined41:03 - The buyback debate, why ether.fi does them anyway44:28 - What if BlackRock ever acquired ether.fi?48:47 - Going mainstream beyond DeFi (millions of users)50:18 - Vaults as essential infrastructure for a DeFi bank52:58 - Mr. Beast's neofinance app, competition or rising tide?54:17 - Tokenized stocks and gold coming in March 202657:10 - Closing------🔗 GUEST LINKS► ether.fi website: https://ether.fi/► Token Terminal ether.fi Q4 2025 Report: https://x.com/tokenterminal/status/2019121507331604772?s=20► ether.fi on X: https://x.com/ether_fi► Mike on X: https://x.com/mikesilagadze------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad invested in the seed round for ether.fi. | — | ||||||
| 2/17/26 |  Why This Ethereum Bull Remains Steadfast While Markets Panic | Leo Lanza is a well known Ethereum investor and content creator.Markets are panicking. ETH is down 50% from its all-time high. Sentiment across all crypto markets is at multi-year lows. But Leo remains steadfast.He breaks down why Ethereum can't be replicated, why the four-year cycle is breaking, and how the CLARITY Act could be crypto's biggest catalyst ever. He explains why ETH is valued like gold or oil, not a tech stock, and walks through the math behind his $80,000 price target.In this episode, we cover:+ Why Ethereum is like Netflix replacing Blockbuster+ His $80,000 ETH thesis+ Why the CLARITY Act changes everything for institutional adoption+ L2s as Ethereum's weapon for distribution and growth+ What could break Leo's bull case------💎 THIS EPISODE'S PARTNERS🔒 KPK | Best risk-adjusted yield through automated vaults🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🏦 MANTLE | MNT is now live on Solana🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro3:04 - Leo’s background4:18 - Why focus on Ethereum?5:45 - Why Leo came out swinging when Ethereum was being attacked9:46 - ETH is not a tech stock: It's like gold or oil18:02 - The $80,000 ETH price target and how we get there20:39 - The four-year cycle is breaking: Liquidity vs. halving28:32 - Are we in a bear market or just a pullback?34:52 - The CLARITY Act: Crypto's biggest catalyst ever41:23 - Tokenization: The $100 trillion opportunity44:15 - Private blockchains are smoke and mirrors46:56 - DTCC is a dinosaur trying to survive52:22 - Vitalik's L2 tweet: What he actually meant1:00:06 - Rapid fire: ETH flips BTC, TVL matters most, scaling misconceptions1:03:05 - When clarity passes, what will the market get wrong?1:04:06 - What signal would tell us the BTC 4-year cycle is broken?1:05:46 - When will ETH reach new highs?1:06:26 - ETH hits $80K when TVL reaches $3 trillion1:07:13 - What could break Leo’s bull case?1:09:44 - Closing------🔗 GUEST LINKS► Leo's YouTube: https://www.youtube.com/@l3olanza► Leo Lanza on X: https://x.com/leolanza------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Leo all hold ETH. | — | ||||||
| 2/11/26 |  Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge | Vlad Novakovski is the Founder and CEO of Lighter, a high-performance ZK-based perps and spot exchange, built on Ethereum.A year ago, Lighter hadn't even launched. Today it's processing billions in daily volume, handling 500 million orders at a total cost of around $50K. Vlad's background spans STEM Olympiads, Harvard at 18, Citadel trading, and being an early advisor to Robinhood. Now he's building the infrastructure layer for when TradFi and DeFi merge.Vlad breaks down how Lighter achieves centralized exchange performance on Ethereum, what Robinhood's $68M investment means for tokenized equities, and the post-TGE reality for LIT: token down, volumes pulled back, but fundamentals unchanged.In this episode, we cover:+ Scaling Ethereum's top perps DEX+ Robinhood's $68M bet and tokenized equities+ LIT token utility and value capture+ Roadmap: options, prediction markets, fixed income------💎 THIS EPISODE'S PARTNERS🔒 KPK | Best risk-adjusted yield through automated vaults🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🏦 MANTLE | MNT is now live on Solana🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro2:19 - Vlad’s background6:47 - What is Lighter? Five goals, one platform10:36 - How ZK proofs enable high-performance trading on Ethereum14:41 - Processing 500 million orders a day16:33 - Why Lighter was at Bitmine's annual shareholder meeting18:32 - Robinhood's $68M investment and the tokenized equities opportunity22:16 - The competitive landscape: Lighter vs. Hyperliquid and CEXs26:33 - How the LLP works and how it differs from other DEX LPs29:51 - The LIT token launch: What went well 31:45 - Post-TGE reality and the marathon ahead33:48 - LIT token utility: Staking, fees, and LLP access37:31 - Revenue and buybacks, what drives LIT value39:43 - The new Lighter mobile app41:03 - DeFi is not antithetical to regulators43:00 - What’s next? Tokenized stocks, options, prediction markets45:12 - Closing------🔗 GUEST LINKS► Lighter website: https://lighter.xyz/► Lighter on X: https://x.com/lighter_xyz► Vlad Novakovski on X: https://x.com/vnovakovski------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. | — | ||||||
| 2/8/26 |  Financing The AI Boom: How DeFi Is Filling A Trillion-Dollar Gap | David Choi and Conor Moore are CoFounders of Permian Labs, the builders behind USDai.AI infrastructure is projecting trillions of dollars in CapEx spend, but there's a problem: traditional finance can't keep up. Banks move too slow. Private credit funds can't scale. The most important commodity in the world has no liquid debt market.USDai is filling this gap by financing AI infrastructure with GPU-backed loans, offering stablecoin depositors 10-15% APR. David and Conor break down how they're using DeFi rails and tokenization to create liquid debt markets for GPUs, enabling institutional borrowers to access capital and retail users to earn yield on productive AI infrastructure.In this episode, we cover:+ Why trillions in AI CapEx can't get traditional financing+ How USDAI structures loans against GPUs, not businesses+ Why this could become "the interest rate of artificial intelligence"+ Their two-token model: USDai vs. sUSDai------💎 THIS EPISODE'S PARTNERS🔒 KPK | Best risk-adjusted yield through automated vaults🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🏦 MANTLE | MNT is now live on Solana🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro1:45 - Founders background from NFT lending to AI infra5:52 - “The more you know the price, the less money you make”8:51 - The AI infrastructure financing gap, trillions in CapEx, no capital15:22 - What is structured credit and why does it matter?19:33 - How USDai GPU-backed loans work24:54 - Addressing the Pine Analytics critique: Lagging utilization34:13 - Why AI infra borrowers can use crypto rails36:00 - Real-time GPU monitoring with Chainlink oracles36:51 - “Mercenary capital” vs common sense capital39:14 - Why launch the token before full PMF?42:34 - Are USDai borrowers riskier to lend to?45:26 - Warehouse receipts and UCC 12: How USDai tokenizes GPUs50:58 - Managing GPU depreciation risk53:28 - What keeps the founders up at night54:05 - USDai vs. sUSDai, the two-token model explained58:25 - The CHIP governance token59:10 - What’s next: The road to $1B in loans1:00:21 - Closing------🔗 GUEST LINKS► USDai website: https://usd.ai/► USDai on X: https://x.com/USDai_Official► David Choi on X: https://x.com/0xZergs► Conor Moore on X: https://x.com/_ConorMoore------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. | — | ||||||
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Chart Positions
3 placements across 3 markets.
Chart Positions
3 placements across 3 markets.