#22: @Defi_dad & @Nomaticcap | ETH's path forward, narrative problems, & the user advantage

About this episode

The episode features discussions on Ethereum's value, the impact of Bitcoin ideology, and future investment strategies in the crypto space.

Today's guests are @DeFi_Dad and @Nomaticcap, co-hosts of The Edge Podcast, authors of The Edge newsletter, and prominent angel investors. We discuss the foundational role of Bitcoin ideology in shaping the crypto industry, why Ethereum is "woefully undervalued," and the gap between crypto narratives and reality in today's market. Plus, where they're placing their angel investment bets in 2025. Guests: * DeFi Dad: https://twitter.com/DeFi_Dad * Nomatic: https://twitter.com/nomaticcap * The Edge Podcast: https://x.com/edge_pod * The Edge Newsletter: https://the-edge.xyz Host: * Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh * Vaults.fyi: https://vaults.fyi Subscribe to Wallfacer Podcast and share with friends: * Spotify: * YouTube: https://www.youtube.com/@WallfacerLabs * Substack: https://wallfacerlabs.substack.com/s/podcast Show Notes: [00:00] Intro & Origins [05:02] Nomatic's Backstory [10:33] The Bitcoin Foundation [16:14] Modern Blockchain Philosophy [24:59] Ethereum Sentiment & Conviction [31:26] Ethereum's Path Forward [37:45] The User Advantage [40:39] Storytelling vs. Reality Problem [46:39] DeFi Evolution: The Curator Model [55:20] Portfolio Examples & Strategy…

People in this episode

Host: Ryan Rodenbaugh

Guests: DeFi Dad, Nomatic

Topics covered

• Ethereum
• Bitcoin ideology
• crypto narratives
• angel investing
• DeFi evolution

Keywords

• Ethereum
• Bitcoin
• crypto
• angel investing
• DeFi
• narratives
• investment strategies

Mentioned in this episode

Organizations: The Edge Podcast, The Edge Newsletter, Wallfacer Podcast, Vaults.fyi

Places: 2025

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