The Edge Podcast

• Ethereum Is Winning—So Why Is ETH Still Undervalued?

  Vivek Raman and Danny Ryan are the CoFounders of Etherealize.In this episode, we speak with Etherealize about their highly touted team focused on marketing, business development, and product on behalf of Ethereum. Despite Ethereum's dominance as the most trusted and secure blockchain for DeFi, tokenization, and institutional adoption, ETH remains undervalued so we get right into the weeds about how they believe we can fix the disconnect between Ethereum the network and ETH the asset. Plus, we get an inside look at the conversations they're having about Ethereum/ETH with Wall Street investors and governments!------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION------Timestamps0:00 - Intro6:18 - Origin of Etherealize and Vivek’s background9:51 - Danny’s background13:22 - How will Etherealize act on behalf of Ethereum22:58 - Funding Etherealize with EF grant29:01 - Sponsor break29:39 - The OG EF strategy to ensure Ethereum eco is resilient32:56 - What’s the day-to-day look like for Etherealize?35:20 - Disconnect between ETH the asset vs Ethereum the network39:47 - Significance of BlackRock BUIDL Fund choosing Ethereum42:44 - Do we still believe L2 growth will lead to value accrual for ETH? 47:20 - Sponsor break48:58 - Fragmentation narrative vs scaling a single blockchain53:16 - The elevator pitch for ETH/Ethereum56:50 - Buying ETH is buying into the backbone of civilization infra59:19 - Closing------🔗 Guest Links 🔗► Etherealize website: https://www.etherealize.io/► Etherealize on X: https://x.com/Etherealize_io► Vivek on X: https://x.com/vivekventures► Danny on X: https://x.com/dannyryan------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are both long time ETH holders. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

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• YIELD TALKS: How Gearbox Unlocks 10x Credit, High-Yield Lending and Leveraged Farming

  Mikael is the Inventor of Gearbox, while Ivan and Ilgiz are Core Contributors to Gearbox.In this episode, we explore how Gearbox is reimagining onchain lending with 10x credit, high-yield passive lending, and wallet-native credit accounts, unlocking seamless leverage and DeFi access for users.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION------Timestamps0:00 - Intro1:10 - Founding Gearbox2:05 - What is Gearbox?3:03 - Sponsor break5:47 - Gearbox’s evolution since launch7:41 - Gearbox lending yields10:41 - Gearbox farming and looping 14:19 - Thoughts on lending and credit onchain18:12 - Why Gearbox lending rates tend to be higher22:42 - Wallet native credit30:02 - Sponsor break31:52 Onboarding institutional players33:04 - Final thoughts from Ivan37:07 - Favorite yields on Gearbox40:19 - Closing------🔗 Guest Links 🔗► Gearbox website: https://gearbox.fi/► Gearbox on X: https://x.com/GearboxProtocol► Ivan on X: https://x.com/ivangbi_► Mikael on X: https://x.com/0xmikko_eth► Ilgiz on X: https://x.com/apeir99n------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

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  43:04
• YIELD TALKS: A Financial Planning Mindset For Your Crypto Portfolio

  Gentleman James is the Founder of iYield and Adam Blumberg is the Founder of Interaxis, and VP at Enclave Group.In this episode, we explore how applying a financial planning mindset to crypto can help investors manage wealth, navigate market cycles, and prepare for a future dominated by onchain finance.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION------Timestamps0:00 - Intro1:54 - James and iYield origin story5:10 - Adam Blumberg’s origin story8:38 - Sponsor break11:22 - How clients interest in crypto has changed over the years15:33 - Overview of iYield21:25 - Sponsor break22:02 - How do needs of the crypto wealthy differ from traditional wealth?27:07 - How’s TradFi handling the crypto market drawdown?31:25 - Planning what to do with crypto in case of death33:47 - What will bring more TradFi clients onchain?39:02 - Sponsor break40:38 - How will AI affect financial planning?49:46 - Closing------🔗 Guest Links 🔗► Try iYield for free at: https://iyield.com/► iYield on X: https://x.com/iYieldCrypto► James on X: https://x.com/gentlemanjamesw► Adam Blumberg on X: https://x.com/interaxis8------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

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  54:09
• Breaking Down Michael Saylor’s BTC Strategy and How A DeFi Team Is Rebuilding It For ETH

  Clouted, Napenjoyoor, and EconDegen are all Founding Contributors at ETH Strategy.In this episode, we break down Michael Saylor’s legendary BTC strategy, how MicroStrategy has leveraged convertible debt to accumulate Bitcoin, and why it’s been so effective. Then, we explore how The STRAT Protocol is bringing this playbook onchain for ETH, using an autonomous ETH treasury and long-dated convertible debt to create a DeFi-native version of the trade--plus what it means for ETH holders and how to get involved!------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION------Timestamps0:00 - Intro5:15 - Team background10:14 - What is ETH Strategy?12:54 - How Saylors MSTR-BTC trade works18:44 - Who is buying Saylor’s convertible notes?24:43 - Why does anyone provide Saylor cheap debt?31:45 - How are MSTR shareholders affected and what if BTC goes down?38:09 - Is Saylor’s MSTR trade pumping the price of BTC?41:13 - Sponsor mid-roll41:51 - Will ETH Strategy improve the MSTR trade with DeFi?43:42 - How ETH Strategy differs from Microstrategy50:10 - DeFi native influence on ETH Strategy53:38 - What’s the worst that could happen for STRAT holders?57:18 - Sponsor mid-roll58:57 - Who’s the target user for ETH Strategy?1:00:54 - STRAT tokenomics and how raised ETH gets used1:05:29 - Goals for presale1:08:06 - Would ETH Strategy ever build this for BTC onchain?1:12:24 - Closing------🔗 Guest Links 🔗► ETH Strategy website: https://www.ethstrat.xyz/► ETH Strategy on X: https://x.com/eth_strategy► Clouted on X: https://x.com/cloutedmind► Nap on X: https://x.com/iamnapenjoyoor► Econ on X: https://x.com/econdegen------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

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  1:15:06
• Back To The Basics: Why VanEck Wants To Invest In Great Products and Founders Who Won’t Rug Us

  Pranav Kanade is Portfolio Manager for Digital Assets at VanEck.In this episode, we break down why altcoins have struggled this cycle, what sets the few winners apart, and where real opportunities lie—both in crypto and public markets. We also explore how stablecoin legislation could unlock new value and what’s next for ETFs in the digital asset space.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION------Timestamps0:00 - Intro5:44 - Pranav’s background and VanEck11:43 - A day in the life as an investor13:50 - Thoughts on Kaito and InfoFi17:03 - What’s been different this cycle with altcoins?19:06 - Mantle mid-roll19:44 - Oversupply of tokens, plus lessened demand for quality projects23:29 - Fundamentals investing and the memecoin casino can coexist26:59 - What can we learn from alts that have done well?29:16 - Will we have a true alt season ever again?33:05 - Sponsor mid-roll34:44 - What’s the lesson from the LIBRA blowup?39:51 - Stablecoin legislation and how it’s bullish for tokens + equities46:49 - Identifying publicly traded companies to benefit from stablecoins48:59 - How will stablecoin growth in Web2 affect what’s built onchain?51:20 - Do AI agents have staying power?56:47 - How new ETFs could impact us this year59:06 - Thoughts on ETH ETFs1:01:28 - Closing------🔗 Guest Links 🔗► VanEck website: https://www.vaneck.com/► VanEck on X: https://x.com/vaneck_us► Pranav on X: https://x.com/vaneckpk------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

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