DeFi Dad ⟠ defidad.eth

🎙️ New @edge_pod ⛓️ Which Blockchain Will AI Choose? 0:00 - Intro 1:21 - Davide’s background 5:10 - AI doomers vs. reality 12:18 - What is the dAI team at EF? 13:32 - What is an AI agent? 15:42 - Which chain will AI agents choose? 19:14 - Will agents ever design their own chain? 21:37 - The AI agent mania 25:38 - Explaining ERC-8004 31:03 - Identity and reputation for AI agents 34:54 - Thoughts on OpenClaw mania 37:55 - Top use cases for AI agents 39:58 - Ethereum's advantage for AI 41:16 - What matters when agents are the users? 46:22 - The internet of agents in 5 years 49:27 - How AI agents will change the UI 52:12 - Future of AI coordination on Ethereum 55:23 - Closing 🙏 Thanks to @ethereumfndn AI Lead @DavideCrapis for joining us!

We mapped 501 sources of real-world yield in traditional finance. Only 34 have any meaningful on-chain presence. We break down: - what keeps the other 467 off-chain - why distribution is the biggest bottleneck - what needs to be built to bring them on

Full episode with @TheiaResearch Founder Felipe Montealegre open.spotify.com/episode/14vbjZ…

According to @TheiaResearch Founder Felipe Montealegre, the real bottleneck for RWAs isn't engineers or regulations. It's more financially sophisticated underwriters. More on how DeFi keeps growing but avoids the next Stream Finance blowing up investors 👀

@inkymaze 😅 very clever

Fat Underwriter Thesis

@SebVentures @ethereumfndn @SteakhouseFi @Morpho That makes sense! Thanks for the details and congrats on the news. Great to see EF participating in low-risk DeFi like @SteakhouseFi vaults

@DeFi_Dad @ethereumfndn @SteakhouseFi @Morpho They deposited in the V1 and V2 vault. Not much difference for now, and we will support both going forward. V2 might be a better fit for most tho.

Pretty sure the @ethereumfndn deposited ETH into this @SteakhouseFi vault. You can earn in a vault good enough for EF, here on @Morpho: app.morpho.org/ethereum/vault…

@avichal One real world offchain yield being tokenized and distributed onchain already, is this CME options box spread trade via msY by @Main_St_Finance. I believe the yield is about 12% APY. I’m just about to read @MariaShen’s post but I think this fits into her framework.

Great analysis of which off chain assets might come on chain next

There's a new chapter in your $MNT playbook. Holders can now access up to 30% USDC unsecured credit lines, with no over-collateralization, enabled by @3janexyz. Another level of capital efficiency for $MNT, unlocked.

@Interaxis8 Adam, is @Protocol_Wealth a totally new company or under the wing of the team you've been working with? Either way, very cool!

I traded ETH for tokenized silver shares in my wallet last month. It took a few seconds. This isn't some DeFi experiment anymore. We're seeing S&P 500 index shares tokenized and trading on Hyperliquid. Oil futures. Real assets moving on-chain at the speed of a swap. Think about what this unlocks for portfolio management. Say you work for an oil company — your salary, bonus, and stock options all tied to energy prices. Today, hedging that exposure means calling your broker, waiting for settlements, dealing with account minimums and trading hours. Tomorrow? An AI agent will trade tokenized oil futures in your portfolio at 2 AM if crude starts moving against you. The same speed and precision we've had with DeFi tokens is coming to every asset class. Your treasury can rebalance based on real-time market conditions. Your personal portfolio can be hyper-personalized to your actual life, not some generic allocation model. AI will find these opportunities. Blockchain will execute them instantly. Most of traditional finance is still thinking in terms of quarterly rebalancing and business hours. Meanwhile, the infrastructure for real-time, global, 24/7 portfolio management is being built right now. The question isn't whether this is coming. It's whether you'll be ready when it arrives. We're ready @Protocol_Wealth

@jbrukh Fixed it 🤗

This image represents everything wrong with crypto and why the industry is where it is now.

1/5 Where Is the Demand Destruction? tl:dr - Asia because they are reliant on Middle Eastern Crude oil, and it is now over $150/barrel. This is keeping (for now) the American and European grades "only" ~$100. (% gain since the war)

"Large players will never agree to build on another large player’s infrastructure, which is why Ethereum is the only option." Robbie asks ZK inventor Alex (@gluk64) how much credence he gives companies building their own L1s. Do JP Morgan, NYSE, and Circle all want to operate on their own networks, or will Ethereum become the neutral infrastructure that everyone can agree on?

@clairekart @jroebuck @VanityFair Oh it’s AI — never doxx the kiddos

@DeFi_Dad @jroebuck @VanityFair Why is your baby not barefoot

Been extremely disappointed I was not included in the @VanityFair piece. You will be hearing from my PR team 🙇‍♂️

@mbaril010 @ZacharyDash @VanityFair 😅 oh that’s awesome

@DeFi_Dad @ZacharyDash @VanityFair

@MrBUIDL @VanityFair Thanks homie 🤜🤛

@DeFi_Dad @VanityFair This is light-years more lit than the original. 🔥

@solncesinee @TheiaResearch @MetaDAOProject Yes! 👏

@DeFi_Dad @TheiaResearch @MetaDAOProject honestly the worst is when they just sit on it no action at all

In the early 1900s, the Dodge brothers sued Ford for spending 10% of revenue on charity, instead of maximizing shareholder value. They won and established corporations must act primarily in the interest of shareholders. According to @TheiaResearch, this is why @MetaDAOProject exists, as a tokenholder protections platform.

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…

@mysticryuujin My man!

@DeFi_Dad I buy ETH with them

Where do you put the most stablecoins?