The Edge Podcast

🎙️ Ep 222 is live 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? ✨ Featuring @DeriveXYZ CoFounder & CEO @itseneff youtu.be/JB_sLJcc_T8

🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. the-edge.xyz/p/why-derive-s…

🎙️ Ep 222 is live 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? ✨ Featuring @DeriveXYZ CoFounder & CEO @itseneff youtu.be/JB_sLJcc_T8

@CloutedMind @DeFi_Dad @DeriveXYZ @itseneff 👊

@DeFi_Dad @edge_pod @DeriveXYZ @itseneff amazing

New @edge_pod's out on @DeriveXYZ! "The market is littered with graveyards of options protocols that died from lack of runway or pivoted to perps." But Derive and @itseneff beat the odds, kept building, and now they own 90-95% of market share. This is their story 🙌

I was talking to @NoonCapital and trying to poke holes in their model. Their private credit allocation stood out. I basically said: the onus is on you to prove this is safe. I wasn’t sure they could. But I came away more convinced than I expected 👇

The @kpk_io team were kind enough to walk us through how their vaults handled the Resolv exploit. $80M in unbacked USR minted. $25M in ETH drained. Collateral across Morpho under pressure. A real stress test for vault design 👇

Tomorrow at 11am EST, @schizoxbt and @noveleader will go live with @edge_pod co-host @Nomaticcap! Make sure you have notifications turned on so you don't miss when we start the stream! We'll be talking DeFi, crypto's future, and more! See ya then 😉

Yields of the Week is out 🚀 No yields this week 👀 Instead we cover: ✅ The State of Yield ✅ What Am I Doing ✅ Resolv Exploit Aftermath Full article below: the-edge.xyz/p/yields-of-th…

When liquidity became available, @kpk_io's automated architecture allowed them to withdraw in one block. They suffered no material losses from the Resolv event (there's still $1k in an Arbitrum vault I believe). "The vault's withdrawal queue was configured to recover the position automatically as soon as liquidity returned. That's exactly what happened. The moment a borrower repaid, a depositor's redemption cascaded through the vault's withdrawal queue, recovering the full amount. Same block, no manual intervention needed. The vault's architecture handled the exit." In addition to having automated infrastructure, kpk also has skin in the game - they have $8M deposited into their own vaults. (Disclosure: kpk is a sponsor of The Edge Podcast)

🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. the-edge.xyz/p/one-stableco…

🎙️ Ep 221 is live 🕛 From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC ✨ Featuring @noon_capital Founder @ag_noon youtu.be/YukhTcMHakE

🎙️ New @edge_pod 🕛 From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC 0:00 - Intro 1:27 - Arpan’s background 3:58 - Why choose to build in DeFi 7:58 - What institutions want in DeFi 14:08 - A changing landscape, retail vs insitutions 18:05 - What is Noon? 23:57 - Beyond self-reported transparency 27:29 - Noon's multi-strategy yield engine 32:53 - How Noon achieves 9% yields 36:44 - Private credit exposure 41:31 - New Noon tBTC yields and strategies 44:41 - NOON token launch 50:02 - Closing 🙏 Thanks to @noon_capital Founder @ag_noon for joining us!

Founders say “long term” all the time. Few actually structure for it. This team: • No VCs • No TVL deals • No KOL allocations • Self-funded • 7-year team vest (not 2–3) No exit liquidity games. Listen below to @ag_noon from @noon_capital (full pod links in next post)

New @edge_pod! @noon_capital's sUSN is earning 9.57% APY with $33M TVL, one of the highest real stablecoin yields in 2026. The team's building yields accessible onchain but institutional-grade enough for serious allocators. Learn how Noon designs yield to earn in any market.

The Edge Podcast is over 3 years old now. Time sure does fly!

Yields of the Week is live 🚀 Inside: ✅ $STRC onchain w @apyx_fi + @saturn_credit + @SuperstateInc ✅ $ETH yields from @DeFi_Dad ✅ HyperEVM yields from @D2_Finance chads ✅ DeFi Tools from @EthanDeFi_ and @thedefiedge ✅ pmUSDH from @nativemarkets the-edge.xyz/p/yields-of-th…

.@katana has been a sponsor of @edge_pod for the past several months, and it’s been great getting to know the team. I know they’re excited to get $KAT into the wild, mainly because real incentives can finally be measured, not just theorized. I’ve been wanting to see a true chain economy like Katana work. Blast, Mode, and Superseed all tried something similar and fell short. But if Katana can get the flywheel going and build early traction, it could be on strong footing to generate sustainable protocol revenue going forward. Today is a big step for the Katana ecosystem, but it’s also just the beginning of the journey. ⚔️

🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. the-edge.xyz/p/why-the-bear…

🎙️ Ep 221 is live 🐻 Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing ✨ Featuring @TheiaResearch Founder & CIO, Felipe Montealegre youtu.be/JYVI0RDmInA

🎙️ New @edge_pod 🐻 Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing 0:00 - Intro 2:00 - Who is Theia? 4:02 - AI tools accelerating research 10:37 - Mental models for investing 18:46 - The 4-year token bear market 24:15 - Tokenholder rights: Why they matter 28:37 - Thoughts on Across token buyout 32:08 - Signs liquid token bear market is ending 35:23 - Do you believe in the four-year cycle? 39:19 - What is MetaDAO and futarchy? 49:56 - What Theia looks for in liquid tokens 56:18 - The bear is where you make money 58:12 - The case for high integrity founders 1:01:14 - Real RWAs vs. narrative RWAs 1:04:40 - Why we need underwriters, not engineers 1:06:35 - The investment manager of the future 1:11:28 - Why some VCs pivot away from crypto 1:16:57 - Why being contrarian and right matters 1:21:25 - Finding edge when DeFi is all duopolies 1:26:35 - Closing 🙏 Thanks to @TheiaResearch Founder & CIO Felipe Montealegre for joining us!