The Edge Podcast

🎙️ Ep 230 is live 🪷 The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier ✨ Featuring @LotusFi_ Founder @Davidareising youtu.be/f0ejrQgzJlI

Yields of the Week is live 🚀 Inside: ✅ 30D yield ✅ Road to $1 billion $STRC onchain ✅ $STRC DeFi opportunities ✅ @LiquityProtocol's incredible borrow rates ✅ @alturax loop ✅ @0xfluid roadmap ✅ @Sharplink + @galaxyhq read for DeFi ✅ + more Full report in next post👇

The road to $1 Billion of $STRC onchain 👀 Last week = $407.75M TVL This week @apyx_fi and @saturn_credit pass the halfway mark and combine for $545.12M:

I had a prominent curator reach out after watching our latest @LotusFi_ podcast. I realized we sort of buried the fact that Lotus is built on Morpho V2 vault standard. Here's what the curator said to me: "Just listened to the interview... and booked a call with them next week 😄 didn't realize this was Morpho v2 based until the last few mins of the interview" I didn’t even think of this at first, but in addition to inheriting some of Morpho’s tried and tested vault security, they also extend continuity to the curator market. Meaning, many of these players have already built their tech stack on top of Morpho, and now that same infrastructure can be utilized within the Lotus design as well. Here's the actual clip from @Davidareising explaining some of this 👇

This is the type of upgrade that really starts to move the needle for people to trade stocks onchain: - No slippage - No partial fills - 24/7 trading Apparently @Mantle_Official can do this by: "unifying @Bybit_Official's CeFi liquidity, Fluxion's DeFi execution and xStocks' Atomic RFQ into one composable stack" Very Impressive 👏

I'm personally a horrible trader, something I've learned the hard way unfortunately 😂 BUT the @katanaperps team has a $100,000 in prizes for traders on their new perps platform. Key here is this is a sprint, you only need to participate from May 6 - 12. One week only. No drawn out months long grind. See below post for more details 👇

Yields of the Week is live 🚀 We're so back edition! Inside: ✅ Road to $1 Billion $STRC onchain ✅ @ryskfinance walkthrough ✅ @OpenCover nails vault insurance ✅ @InverseFinance FiRM ✅ @3janexyz evolves ✅ + more Full article in next post 👇

🎙️ New @Edge_Pod 🪷 The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier 0:00 - Intro 2:22 - The team behind Lotus 3:45 - The problem with shared pool design 7:23 - The “missing middle” in DeFi lending 9:31 - The problem with isolated markets 11:17 - What does Lotus aim to solve? 13:40 - The elevator pitch for Lotus 19:54 - How tranching plays a role in Lotus 24:00 - Demo of Lotus and how it works 28:56 - @CredoraNetwork ratings in Lotus 33:19 - Earning more with productive debt 37:52 - Productive debt dampens rate volatility 42:13 - How Lotus differs handling bad debt 45:08 - Who will use Lotus? 48:04 - What uses could Lotus unlock? 50:49 - Security, audits, and lessons from rsETH 57:02 - Closing + Lotus launch 🙏 Thanks to @LotusFi_ Founder @Davidareising for joining us!

🔗 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/the-next-bat…

🎙️ Ep 230 is live 🪷 The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier ✨ Featuring @LotusFi_ Founder @Davidareising youtu.be/f0ejrQgzJlI

New @Edge_Pod! Aave compresses risk. Morpho isolates it. Lotus clears it. The @LotusFi_ Founder @Davidareising on why bad debt in DeFi can be better addressed, and how Lotus handles it with new tranched credit markets for better vaults. Lotus will launch this summer 2026 👀

Strategy proposed selling some Bitcoin to pay dividends. Their reasoning? “Just to inoculate the market, just to send a message that we did it.” - @saylor People seem to be clutching pearls here and freaking out, but I actually think it’s smart to test this in the market and rip the band aid off. Especially while Strategy is in a relatively healthy position, with another bull cycle potentially ahead of us, or already underway. According to Strategy's site they have: - 1.29 mNAV - $2.25 Billion in USD reserve - 18.1 Months of USD dividend coverage - 44.5 years of BTC dividend coverage There are no imminent signs they’re distressed, and I don’t see any reason not to take Saylor at his word here. This looks like some form of forward guidance meant “to inoculate the market.” But if they do sell, how would they do it? We asked @CJ_Bitcoin this exact question on our podcast and I thought his answer was very insightful (link to full pod in next post):

The road to $1 Billion of $STRC onchain will come sooner than you think 👀

What even is a HIP-4?

🔗 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/how-to-earn-…

🎙️ Ep 229 is live 🧮 Rysk: How to Earn Stablecoin Yield with DeFi Options in 1-Click | DeFi Frontier ✨ Featuring @ryskfinance CoFounder @DanDeFiEd youtu.be/oCMk6fnD7vU

New @Edge_Pod! I've always wanted to use options to earn more yield in my portfolio but rarely trust myself to execute. @ryskfinance fixes that. Choose an asset, choose a strike price, and earn yield. @DanDeFiEd breaks it down in a new DeFi Frontier episode.

🔗 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/the-alchemix…

🎙️ Ep 228 is live 🧙‍♂️ The Alchemix Comeback: Vaults, Fixed Yields, 10x Looping, and Why They've Been Building V3 For Years ✨ Featuring @AlchemixFi Founder @scupytrooples youtu.be/rjG7gW1IKzo

🎙️ New @Edge_Pod 🧙 The Alchemix Comeback: Vaults, Fixed Yields, 10x Looping, and Why They've Been Building V3 For Years 0:00 - Intro 1:30 - V1 and self-repaying loans 6:57 - Lessons from V1 11:37 - Ideas leading into V3 16:19 - How Alchemix V1 worked 20:47 - V2’s weaknesses 24:17 - Overview of three pillars of V3 31:31 - Pillar 1: Mix-Yield Token (MYT) 34:27 - Pillar 2: Borrowing up to 90% LTV 36:39 - Pillar 3: Fixed term redemptions 41:16 - What do we pay to borrow? 42:26 - Liquidation risk in V3 44:11 - Tracking V3 strategies 45:24 - V2 to V3 migration 46:17 - A new fixed yield primitive 49:24 - Tradeoffs of looping in V3 55:19 - Example of how V3 works 59:07 - Doomsday scenario for V3 1:02:01 - Audits 1:06:51 - Curators and V3 1:08:11 - New ALCX tokenomics coming 1:13:25 - Closing 🙏 Thanks to @AlchemixFi Founder @scupytrooples for joining us!