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🎙️ Ep 239 is live
⚔️ Wartime Ethereum: The Case For ETH Going Much Higher
✨ Featuring @MilkRoadMacro contributor and host of The Milk Road Show, @BitcoinJesusETH
youtu.be/QQcI8y1NJ8M
YouTube
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The Edge Podcast
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The Edge Podcast
@edge_pod
The ultimate crypto pod to uncover next gen protocols hosted and produced by @DeFi_Dad and @Nomaticcap, subscribe for FREE newsletter at https://t.co/yLOdqtJyhk
Katılım Şubat 2023
252 Takip Edilen5.7K Takipçiler
The Edge Podcast retweetledi
"All of finance is downstream of faith. The whole system is based on faith. And Ethereum's chief product is Faith"
Loved this chat with the aptly named @BitcoinJesusETH who's host of @milkroaddaily pod.
We get into Wartime ethereum:native and so much more.
Check out this clip and links to the full pod below 👇
DeFi Dad ⟠ defidad.eth@DeFi_Dad
🎙️ New @Edge_Pod ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to @BitcoinJesusETH from @milkroaddaily for joining us!
English
The Edge Podcast retweetledi
All of finance is downstream of faith.
Ethereum's chief product is truth.
As the market comes to Ethereum to take advantage of its unique value proposition, the assets, volume, and demand will force the price of this enormous economy's monetary asset much higher.
In other words, the ticker is ethereum:native
Believe in somETHing
WARTIME ETHEREUM
@milkroaddaily
DeFi Dad ⟠ defidad.eth@DeFi_Dad
New @Edge_Pod! Stablecoins set to grow to trillions. Tokenization going mainstream in TradFi. The agentic economy just beginning to take off. Three tailwinds, for one asset, ETH. @BitcoinJesusETH shares why now is a defining moment for Ethereum, one that demands conviction.
English
The Edge Podcast retweetledi
🎙️ New @Edge_Pod
⚔️ Wartime Ethereum: The Case For ETH Going Much Higher
0:00 - Intro
3:01 - John's background
8:39 - Why focus on Ethereum and ETH
14:29 - Why Wartime Ethereum mode?
17:44 - Ethereum can’t be evil
20:23 - Trustware for economic systems
24:48 - Is Wall Street understanding ETH's value?
32:04 - Institutional bull run vs bearish retail
36:03 - When will ETH go up?
45:57 - CLARITY Act tailwind for Ethereum
52:11 - No EF funding crisis, just eco reshaping
59:05 - Decentralized AI makes case for Ethereum
1:08:39 - Questioning the rules of the system
1:10:33 - How to value ETH
1:14:29 - John's outlook for ETH price
1:18:23 - Closing
🙏 Thanks to @BitcoinJesusETH from @milkroaddaily for joining us!
English
🔗 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/wartime-ethe…
English
🎙️ Ep 239 is live
⚔️ Wartime Ethereum: The Case For ETH Going Much Higher
✨ Featuring @MilkRoadMacro contributor and host of The Milk Road Show, @BitcoinJesusETH
youtu.be/QQcI8y1NJ8M
YouTube
English
The Edge Podcast retweetledi
New @Edge_Pod!
Stablecoins set to grow to trillions.
Tokenization going mainstream in TradFi.
The agentic economy just beginning to take off.
Three tailwinds, for one asset, ETH.
@BitcoinJesusETH shares why now is a defining moment for Ethereum, one that demands conviction.
English
The Edge Podcast retweetledi
The Edge Podcast retweetledi
1/ Depositors can now add onchain cover to KPK curated vaults.
Cover is opt-in through @OpenCover Covered Vaults, underwritten by @NexusMutual.
English
The Edge Podcast retweetledi
"All of the serious capital allocators that we talk to on a daily basis, they wanna stay on Ethereum. They don't wanna go and bridge their funds elsewhere and change the whole security profile of their assets. And similar, the RWAs, well, the RWAs are just gonna follow where the people's assets are... and the people's assets they want to stay on Ethereum."
🗣️ @jaibhavnani, Founder of @roycoprotocol
🎧 Link to full @Edge_Pod: open.spotify.com/episode/24tFMO…
DeFi Dad ⟠ defidad.eth@DeFi_Dad
🎙️ New @Edge_Pod 💥 How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier 0:00 - Intro 2:37 - A DeFi risk tranching protocol 6:01 - Why RWAs are the future of yield 11:32 - What is Royco Dawn? 13:30 - The perfect asset to tranche 18:07 - Screenshare Royco live markets 22:01 - Observation period, first stress test 25:05 - How seniors stay protected 27:00 - What could end the observation period? 30:04 - How Royco tries to restore markets 31:25 - Estimating losses after 21-day period 33:40 - Design for juniors to not be wiped out 37:40 - Tranching vs insurance 41:23 - Is security in DeFi cooked? 43:49 - Opting for delayed settlement 47:54 - Royco Dusk preview 53:42 - Closing 🙏 Thanks to @roycoprotocol Founder @jaibhavnani for joining us!
English
The Edge Podcast retweetledi
Stay tuned for a new @Edge_Pod dropping soon with our fellow Ethereum/ETH bull, @BitcoinJesusETH from The @MilkRoadMacro Show... 🐂
"So it's really like a call for engagement, a call for investment, a call for attention, a call for people to reignite what got them passionate about this in the first place, beyond just, you know, pump and dumps and scam coins and all these other things that that the space is known for, all these negative things...
But to refocus on what's important about Ethereum, what's important about digital assets, and to, you know, believe in something.
We want total personal commitment but also total commitment to decentralization, and not even an opportunity for compromising that.
That's what's I think is so important about this. In all these legacy systems, we have systems of trust.
In Ethereum, we have a system of truth.
It's not 'don't be evil,' it's 'can't be evil.'
And that is a really important distinction here and that's what wartime Ethereum is about to me, to say that, that matters, that that's worth staying committed to and fighting for, and to not giving up on just because we're in a bear market right now."
John Gillen - WartimeEthereum.eth@BitcoinJesusETH
English
The Edge Podcast retweetledi
DeFi Frontier is live 🚀
Inside:
✅ 30D yields
✅ 17% yield on @monetrix_xyz
✅ @SierraIsMoney PTs, YTs, Looping
✅ @KASTxyz vs @ether_fi
✅ Venice: Dual token saga continues
✅ Good Reads - @castle_labs and @SilvioBusonero
✅ STRC update + more
the-edge.xyz/p/defi-frontie…
English
The Edge Podcast retweetledi
The Edge Podcast retweetledi
.@Mantle_Official has been a sponsor of the Edge Podcast for a long time and I think their H1 execution and the H2 vision is the sharpest I've seen to date:
- SpaceX, the largest IPO in history, tokenized and trading onchain the same day it listed.
- 155 tokenized stocks, a Franklin Templeton ETF onchain, and a direct pipeline where Bybit listings go live onchain the moment they list.
- Speaking of Bybit, it looks like their more intentional integration is starting to pay off with ~$200M+ on Mantle via Bybit Earn
- ATH DeFi TVL crossing ~$1B+
- One of my personal favorites is Mantle leaning back into Ethereum security by:
"Upgrading to @ethereum blobs as our primary data availability layer, signifying a major step toward becoming a full Ethereum ZK rollup"
As I said above, incredible execution on H1. But what is in the crosshairs for H2?
"More of the world's assets onchain, more ways to put that capital to work, institutions and issuers drawn closer in, and a maturing agent economy" 🔥
There's so much I missed above so read the full report here 👇
Mantle@Mantle_Official
English
The Edge Podcast retweetledi
DeFi Frontier is live 🚀
Inside:
✅ 30d yield, TVL changes, Benchmarks
✅ @flexmeow update
✅ @yearnfi's yvUSD - lock, loop, or liquid?
✅ A look at Black Opal from @NestCredit
✅ Redemptions for reUSDe from @re
✅ + a lot more in full piece below
the-edge.xyz/p/defi-frontie…
English
The Edge Podcast retweetledi
🎙️ New @Edge_Pod
💥 How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier
0:00 - Intro
2:37 - A DeFi risk tranching protocol
6:01 - Why RWAs are the future of yield
11:32 - What is Royco Dawn?
13:30 - The perfect asset to tranche
18:07 - Screenshare Royco live markets
22:01 - Observation period, first stress test
25:05 - How seniors stay protected
27:00 - What could end the observation period?
30:04 - How Royco tries to restore markets
31:25 - Estimating losses after 21-day period
33:40 - Design for juniors to not be wiped out
37:40 - Tranching vs insurance
41:23 - Is security in DeFi cooked?
43:49 - Opting for delayed settlement
47:54 - Royco Dusk preview
53:42 - Closing
🙏 Thanks to @roycoprotocol Founder @jaibhavnani for joining us!
English
🔗 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-defi-cir…
English
🎙️ Ep 238 is live
💥 How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier
✨ Featuring @roycoprotocol Founder @jaibhavnani
youtu.be/yxMGZNzr2yA
YouTube
English
The Edge Podcast retweetledi
New @Edge_Pod!
RWA yields may not appeal to an institution or a degen, but for different reasons.
Too much risk for one. Not enough yield for the other.
Instead, @roycoprotocol tranches yields and we just reviewed how it works, given their first real stress test playing out.
English
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-defi-cir…
English
🎙️ Ep 237 is live
🛡️ The DeFi Circuit Breaker That Could Have Stopped The rsETH Exploit, And Why Linea Implemented It
✨ Featuring @phylaxsystems Founder @odysseas_eth and Head of @LineaBuild at @Consensys @DeclanFox14
youtu.be/9QMptPib8X0
YouTube
English
The Edge Podcast retweetledi
🎙️ New @Edge_Pod
⚡️ The DeFi Circuit Breaker That Could Have Stopped The rsETH Exploit, And Why Linea Implemented It
0:00 - Intro
2:02 - Declan’s work as Head of Linea
3:15 - What Is Phylax?
4:45 - Ethereum’s security + more controls
12:14 - Protection without sacrificing decentralization
14:33 - What are institutions waiting for?
18:54 - Linea is helping institutions come onchain
23:06 - Freezing assets vs programmatic rules
26:09 - Demand for DeFi transcends politics
32:54 - Circuit breaker for the next rsETH exploit
38:09 - What triggers Phylax to stop an attack?
42:38 - Composable walled gardens on Ethereum
45:56 - Getting started with Phylax
47:32 - Closing
🙏 Thanks to @phylaxsystems Founder & CEO @odysseas_eth and Head of @LineaBuild at @Consensys, @DeclanFox14 for joining us!
English