The Edge Podcast

🎙️ Ep 223 is live ⚔️ Why Katana Is Not An L2, It's A DeFi Super App ✨ Featuring @katana CEO @mfisher10x youtu.be/xJd4S_2QbCI

New @edge_pod's out on @katana! ⚔️ The KAT token is live and the native perps DEX @katanaperps just launched. Newly announced CEO @mfisher10x breaks down why Katana is not just an L2, it's a DeFi super app with 5 revenue streams and plans to bring big fintech capital onchain.

Not all private credit is created equal. The team at @noon_capital shared a guest post in our newsletter on their allocation to the @FasanaraCapital FTAC fund. I came in skeptical and left impressed with the quality here. Come poke holes 👇 the-edge.xyz/p/what-is-noon…

🔗 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…