The Edge Podcast

Hosted by DeFi Dad

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280

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Aug 2026

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Join two seasoned crypto investors and DeFi power-users as they dive into the biggest stories shaping the future of digital assets—covering all you need to know about Ethereum, Bitcoin, and DeFi. Gain your own edge as an investor from comprehensive interviews with leading founders, investors, and developers you won’t hear elsewhere. For exclusive content, market updates, and DeFi yield opportunities, sign up for our free newsletter at the-edge.xyz.

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August 20, 2026Episode 2481 hr 8 min

Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier

TokenBrice is the Founder and Ike is Growth & Comms Lead at Pharos. In this episode of DeFi Frontier, Bryce and Ike walk through how Pharos provides investors, a free tool for tracking stablecoin cap, peg stability, liquidity, and dependency risk, including what factors into a stablecoin safety score, and what red flags to avoid. They even offer case studies and live examples of how Pharos tracks stablecoins, including how Pharos flagged the pmUSD stablecoin before it ever depegged. Don't touch another stablecoin without checking Pharos first! ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 Intro 2:22 - Origin of Pharos 7:08 - Why DeFi needed Pharos 11:35 - Screenshare demo of Pharos platform 16:48 - What factors into scoring a stablecoin? 24:21 - How Pharos called out pmUSD ahead of its depeg 30:44 - Tensions with stablecoin protocol teams 35:01 - Taking research public, before a depeg 40:46 - Case studies of depegs 41:34 - Explaining the USDC depeg in March 2023 46:14 - What are red flags to avoid in any stablecoin? 53:30 - What’s next for the Pharos platform? 1:07:24 - Closing ------ 🔗 GUEST LINKS ► Pharos website: https://pharos.watch/ ► Pharos on X: https://x.com/pharoswatch ► TokenBrice on X: https://x.com/TokenBrice ► Ike on X: https://x.com/Ikebillion_ ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

August 14, 2026Episode 2471 hr 0 min

How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier

Karn Saroya is the CoFounder and CEO of Re. T-bills got tokenized. Private credit's getting tokenized. Now it's reinsurance's turn. In this new DeFi Frontier episode, Karn walks through how Re brings reinsurance, the financial backstop behind every insurance company, onchain for the first time. He explains what reinsurance actually is, why the yield is real, how Re's programmable capital architecture gives them dramatically higher operating leverage, and what metrics actually matter for assessing whether the business is working. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:38 - Building insurance tech before Re 6:36 - What is reinsurance and why it matters? 9:16 - How big is the reinsurance market? 10:05 - How Re brings reinsurance capital onchain 14:46 - The DeFi mullet and capital efficiency unlocked 18:46 - Growing revenue with just 12 employees 22:45 - Re’s strategy for winning new business 28:21 - The capital stack behind Re 30:57 - Duration mismatch and how Re navigates this risk 35:07 - Re junior tranche and what’s it earning 36:40 - How Re differs from competitors 43:17 - AI and its potential impact on Re’s future underwriting 46:47 - Re’s role in the growing market of RWAs 48:50 - Agentic operations within Re 52:28 - Tracking the most important growth metrics at Re 55:13 - What’s needed for hundreds of billions to come onchain? 56:45 - Overview of the RE token 58:44 - Closing ------ 🔗 GUEST LINKS ► Re website: https://re.xyz/ ► Re on X: https://x.com/re ► Karn Saroya on X: https://x.com/karnsaroya ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Re has been a sponsor of The Edge Podcast but it has no impact on our independent editorial process in choosing to cover them as a market leader in bringing reinsurance yield to DeFi.

August 12, 2026Episode 24647 min

Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier

Robert Mullins is the CoFounder of Polaris. DeFi has a yield trap, where we're entirely reliant on staking rewards, T-bills, and basis trades for yield, all sources we don't fully control. In this new episode of DeFi Frontier, Robert explains how Polaris built native yield infrastructure for Ethereum. We review a new native yield-bearing ETH called pETH, that has both a market price and a mathematically guaranteed floor price. With pETH, users will be able to mint a stablecoin USDp, or Polaris digital gold GOLDp or other pAssets supported by the protocol. Robert walks us through Polaris's vision to issue stablecoins, commodities and synthetic assets against pETH, with the economic activity generated flowing back into the ecosystem. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:46 - Why Ethereum and Polaris are mutually self-reinforcing 3:27 - What’s “the yield trap” most decentralized stablecoins run into? 6:38 - How Polaris solves the yield trap? 12:25 - What is pETH? Why hold it instead of just ETH? 15:15 - The rising floor price of pETH, risks vs rewards 24:03 - More core assets coming like GOLDp and BTCp 28:44 - Why GOLDp could be hugely popular 31:03 - Polaris Testnet demo 35:49 - What is fpETH vs vpETH? 38:56 - Stewardship, not governance 41:03 - Why Polaris aligns with Ethereum's CROPS mandate 45:05 - Closing ------ 🔗 GUEST LINKS ► Polaris website: https://polarisfinance.io/ ► Polaris on X: https://x.com/polarisfinance_ ► Robert on X: https://x.com/0xluude ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

August 7, 2026Episode 2451 hr 7 min

Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio

Sean Farrell is Head of Digital Asset Strategy at Fundstrat. Equities are at all-time highs. Crypto has lagged all year. And a lot of crypto investors are frustrated. In this episode, Sean explains exactly why that divergence happened but also why he believes the worst headwinds are now behind us and we're much closer to a bull market than we were at the start of 2026. He covers what data he watches day to day and which DeFi sectors are best positioned to accrue value in the next uptrend, plus the macro case for why Bitcoin and ETH belong in every modern portfolio. Bear markets are when the most money is made. Start to lock in! ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 3:03 - Sean’s role as Head of Digital Asset Strategy at Fundstrat 6:31 - When did DeFi become legit tech for Fundstrat? 12:47 - How Sean and Tom Lee marry differing market views 20:04 - Why market conditions for crypto have vastly improved 26:28 - Is this the market bottom? 28:47 - Price recovery will precede an expansion in crypto-native credit 31:35 - Can DeFi app-layer tokens be winners in the next uptrend? 36:35 - Which DeFi sectors are best positioned to accrue value? 43:48 - TradFi and fintechs are integrating DeFi into their business 46:16 - Is sentiment bullish for crypto on Wall Street? 52:47 - Chance for CLARITY to pass + possible political headwinds 57:34 - The macro case for ETH and BTC in every portfolio 1:03:00 - From niche alternative markets to trillions onchain 1:05:23 - Closing ------ 🔗 GUEST LINKS ► Fundstrat Direct: https://fundstratdirect.com/ ► Fundstrat Direct on X: https://x.com/fundstratdirect ► Sean Farrell on X: https://x.com/SeanMFarrell ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

August 5, 2026Episode 2441 hr 1 min

Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi

Parker White is a Founding Contributor of Apyx. Is STRC back? Saylor's flagship BTC-backed dividend-paying instrument has had a rough summer, trading more than 10% below par since mid-June, until this week. It's been a full on panic of investors asking what comes next. In this episode, Parker walks us through why STRC exists in the first place, why it's often misunderstood, and how it can fully restore investor confidence to get back to par ($100). He covers what Apyx does to distribute STRC exposure onchain, what happened with Apyx's own apyUSD/apxUSD and what's been improved since then. He also explains why DeFi composability makes STRC exponentially more powerful onchain than it is in a brokerage account. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:33 - From fixed income to building Apyx 4:35 - What is STRC, why it exists, and what’s the end goal? 12:48 - Has the original vision for STRC changed? 17:35 - What is Apyx? How does it distribute STRC exposure in DeFi? 21:47 - What happened with apxUSD and what’s improved? 25:40 - What can Strategy do to get STRC back to par? 34:05 - What else could be used to back apxUSD and apyUSD? 35:48 - Earning back user confidence in Apyx post-STRC’s depeg 39:41 - Thoughts on future maturities for Strategy’s convertible debt 51:01 - Saylor is still Bitcoin’s CMO 53:16 - Why DeFi composability makes STRC more powerful 58:00 - Closing ------ 🔗 GUEST LINKS ► Apyx website: https://apyx.fi/ ► Apyx on X: https://x.com/apyx_fi ► Parker White on X: https://x.com/theotherparker_ ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Apyx has been a sponsor of The Edge Podcast. They have never paid for a guest slot. We do not offer paid guest slots. We chose Parker for his subject matter expertise bridging DeFi and explaining how the STRC perpetual preferred stock works.

July 31, 2026Episode 2431 hr 19 min

Is The Market Bottom In? The DeFi Report's Michael Nadeau on H2 2026 and Where He's Deploying

Michael Nadeau is the Founder of The DeFi Report. Is the market bottom in? Michael isn't sure, but he's deploying anyway. In this episode, Michael walks us through his H2 2026 outlook using onchain data and market structure analysis. We cover why classic BTC top indicators never triggered this cycle, and why he's been buying below $65K while still unsure the lows are fully in. We discuss why application layer tokens could be the big winners next bull run, why fast DeFi protocols hold a place in his portfolio, and how to think about getting long the tokenization of all assets. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:50 - From accounting to building The DeFi Report 5:20 - The elevator pitch for crypto in 2026 8:46 - What to expect for crypto in the second half of 2026? 13:52 - Is the market bottom in? Why Michael’s buying below $65k BTC 19:13 - What’s different this bear market? 23:43 - Why classic BTC top indicators never triggered? 28:10 - App layer tokens could be big winners next bull run 35:50 - What is fast DeFi and why Michael likes PUMP 45:00 - Why Michael bought ENA 49:30 - How Michael ended up with LIT vs HYPE 59:00 - Key themes in Michael’s portfolio 1:04:20 - How to get long the tokenization of all assets 1:09:09 - What are the best ways to lose money in crypto? 1:15:06 - $1M price target for BTC and why it’s a portfolio anchor 1:18:40 - Closing ------ 🔗 GUEST LINKS ► The DeFi Report (one month free): https://thedefireport.io/friends ► The DeFi Report on X: https://x.com/the_defi_report ► Michael Nadeau on X: https://x.com/JustDeauIt ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

July 24, 2026Episode 23444 min

How Morpho Built Through This Bear Market, And Just Launched New Fixed Rate Markets for DeFi

Paul Frambot is the CoFounder and CEO of Morpho. In this episode, we discuss how Morpho has built through one of crypto's hardest bear markets, thriving off major integrations with CEXs and fintechs like Coinbase and Robinhood, plus partnerships with TradFi players like Apollo. We get a first look at Morpho Midnight, screensharing their biggest product launch yet, introducing a new primitive for DeFi fixed rate lending and borrowing. We cover what Midnight means for leveraged positions and loopers, and why fixed rates are a non-negotiable condition for serious institutional capital entering DeFi. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:58 - How Morpho managed to beat the bear market trend 5:18 - Crypto’s greater success as finance infra 9:57 - Onchain integrations for fintechs like Coinbase & Robinhood 14:00 - Why TradFi partners like Apollo trust Morpho infra 16:53 - The importance of Morpho being credibly neutral 19:46 - The evolution of curators to underwrite billions of people 26:03 - Introducing Morpho Midnight and the problem it solves 29:48 - Screenshare demo of Morpho fixed rate markets 35:08 - Understanding how multi-market offers work 39:22 - Expectations for maturity dates 40:48 - What Midnight unlocks for leverage and loopers 42:40 - Closing ------ 🔗 GUEST LINKS ► Morpho website: https://morpho.org/ ► New Morpho Markets app: https://markets.morpho.org/ ► Morpho on X: https://x.com/morpho ► Paul Frambot on X: https://x.com/PaulFrambot ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

July 22, 2026Episode 2411 hr 20 min

How To Keep Your Crypto Safe from North Korea's 2,500 Hackers

Pablo Sabbatella is the Founder of Opsek and Louis is the Head of Operations & Audits. North Korea has an estimated 2,500 organized hackers targeting crypto right now, which is why stolen funds often don't come from smart contract bugs, they start with hacking people. In this episode, Pablo and Louis walk through the real threat landscape facing DeFi users and protocols today, including the most common attack vectors targeting crypto holders right now. We discuss what DeFi protocols must do to raise the security bar and what we as individual users can do today to meaningfully reduce the risk and protect ourselves. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:04 - How Pablo pulled Nomatic’s data from just an email 4:29 - From hacking for fun to white hat security 11:42 - How real is the threat of AI in DeFi? 17:12 - When will AI tools protect DeFi users? 22:58 - Common attack vectors in DeFi and how to stay safe 29:56 - How to safely buy a hardware wallet 32:49 - Assessing Nomatic’s wallet management 35:55 - Passkeys vs 2FA, mistakes to avoid 43:28 - Why everyone should be using physical keys (Yubikey) 46:17 - How DeFi builders can avoid compromising devices 53:01 - What is Security Alliance (SEAL)? 57:14 - How Opsek protects crypto for CEXs, HNWI, and DeFi 1:02:31 - DPRK's 2,500 hackers working to steal your crypto 1:10:22 - Close calls with real hackers 1:18:47 - Closing ------ 🔗 GUEST LINKS ► Opsek website: https://opsek.io/ ► Opsek on X: https://x.com/opsek_io ► Pablo Sabbatella on X: https://x.com/PabloSabbatella ► Louis on X: https://x.com/theSouilos ► Security Alliance on X: https://x.com/_SEAL_Org ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

July 15, 2026Episode 24052 min

Crypto Is No Longer In The Dreaming Phase, We're Now In The Big Boy Era

Johann Eid is the Chief Business Officer at Chainlink Labs. In this episode, Johann walks us through how crypto has evolved from a dreaming phase of romanticized white papers into its "big boy era," where hundreds of billions are now onchain, institutions from around the world are tokenizing RWAs like stocks, and stablecoins have changed the lives of everyday people from Lebanon to South America. He emphasizes why security is the foundation of everything built, what Chainlink's CCIP offers for an interoperable DeFi economy, and why AI agents transacting onchain represent the next wave of users nobody is pricing in yet. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:18 - How DeFi transformed from lofty ideas to real use cases 7:37 - Every institution wants to migrate its business logic onchain 12:14 - What finally pushed TradFi to move onchain 18:06 - Security means everything for adoption of DeFi 24:58 - CCIP and lessons from LayerZero-rsETH exploit 30:18 - Prediction markets and Chainlink's role 34:31 - Are AI agents the next wave of new users? 40:21 - What DeFi and TradFi misunderstand about each other 43:05 - The most bullish factor for Chainlink 45:30 - What needs to happen for DeFi to replace TradFi legacy markets? 50:48 - Closing ------ 🔗 GUEST LINKS ► Chainlink website: https://chain.link/ ► Chainlink on X: https://x.com/chainlink ► Johann Eid on X: https://x.com/EidJohann ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

July 10, 2026Episode 2391 hr 20 min

Wartime Ethereum: The Case For ETH Going Much Higher

John Gillen is an ex-BlackRock VP, General Partner at TRU Capital, and host of The Milk Road Show. In this episode, John breaks down his Wartime Ethereum thesis on why this is a defining moment for Ethereum that demands engagement, conviction, and patience rather than capitulation. He walks through how ETH functions as a triple point asset, why stablecoins, tokenization, and the agentic economy are all in their first innings with Ethereum best positioned to capture each tailwind, and why decentralized AI makes the case for Ethereum's censorship resistance more urgent than ever. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 3:01 - Why John got invested in Ethereum and ETH 8:39 - Why Ethereum + ETH are the most important chain + asset 14:29 - Why are we in Wartime Ethereum mode? 17:44 - Ethereum doubles down on “can’t be evil” 20:23 - Ethereum is trustware for building economic systems 24:48 - Is Wall Street understanding and buying ETH value accrual? 32:04 - The largest institutional bull run vs bearish retail sentiment 36:03 - When strong fundamentals translate to number-go-up for ETH 45:57 - CLARITY Act will be a tailwind for Ethereum’s growth 52:11 - There is no EF funding crisis, the ecosystem is reshaping 59:05 - Why decentralized AI makes the case for Ethereum 1:08:39 - DeFi attracts those who question the rules of society 1:10:33 - How to value ETH: Triple point asset framework explained 1:14:29 - John's outlook for ETH price 1:18:23 - Closing ------ 🔗 GUEST LINKS ► Milk Road website: https://milkroad.com/pro/ ► Milk Road on X: https://x.com/MilkRoadDaily ► John Gillen on X: https://x.com/BitcoinJesusETH ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and John all hold ETH.