DeFi Dad ⟠ defidad.eth

⟠ DeFi super-user, educator, angel
🎙️ Host/Producer of The @Edge_Pod
📰 Subscribe to newsletter & pod: Watch on:

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

🥷 You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi

0:00 - Intro
1:55 - Why privacy matters
4:18 - What is Railgun?
5:50 - How to do a private swap with Railgun
9:42 - Railgun is like a safe, but not a mixer
12:47 - Common uses of Railgun
16:50 - The privacy set problem explained
20:00 - Is Railgun similar to an L2?
23:48 - Balancing act of unstoppable access
25:49 - Railgun vs Zcash differences explained
30:47 - Which apps can I use with Railgun?
33:25 - Wallet-level privacy vs app-level privacy
41:41 - Railgun’s relationship with the EF
47:43 - Will privacy be optional?
52:16 - RAIL token: staking, governance, and yield
54:32 - Closing

🙏 Thanks to @RAILGUN_Project Privacy Researcher @tsu_kareta for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

KNTQ is now trading at 5% below its ATH.

When we interviewed @koolkrypto223 in early September it was just above $0.20.

@Enter_Elysium, their HyperEVM L2 launches Nov 9th.

Here’s Kool's full bull thesis for kinetiq:native on The @Edge_Pod and one more reason to hit subscribe 🫡

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle

0:00 - Intro
2:25 - From mining BTC at 13 to fund manager
5:25 - Early to ETHLend and DeFi
7:38 - The poker game that led to a fund
10:26 - Is TradFi “in the arena” with DeFi?
14:17 - Early to onchain perps like GMX, HL
20:13 - Liquid fund, yield gen, and a little VC
23:28 - Why Kool doesn’t trade memecoins
28:01 - The DRV bull thesis
41:14 - Kool’s winning BTC call spread
45:58 - Pros/cons of Derive’s RFQ trading
50:14 - AI agents, a tailwind for options
52:50 - His onchain options trading tools
56:29 - Pros/cons of options vs perps
1:02:37 - Managing risk and closing trades
1:05:35 - Why Opulent October makes sense
1:11:12 - His viral ETH call spread on Derive
1:17:38 - Bull thesis for KNTQ
1:25:07 - Derive V3’s ability to list new markets
1:28:31 - What if HL/Lighter launch options?
1:34:19 - Why Kool remains bullish on LIT
1:38:24 - Closing

🙏 Thanks to @koolkrypto223 for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Your point about USDC being the most widely collateral, I'm fairly sure is incorrect, unless i) I'm misunderstanding what you said or ii) I'm missing some data onchain via @DefiLlama AI.

The top 3 collateral tokens are: ETH (including ETH LSTs), BTC wrappers, and stablecoins, in that order.

Not here to reply guy, but just wanted to share as it was something I had wondered too and it turns out ETH remains the top used collateral across CDPs, vaults, and money markets on Ethereum L1 + L2s.

[The Edge Podcast @edge_pod]

What if your Ethereum wallet had an incognito mode, without giving up the DeFi you use?

“Railgun is a suite of smart contracts. And what they’re designed to do is create a private address standard.

“So very similarly to how Zcash works, you have the public side of Zcash and private side of Zcash. Railgun is handling that private side of Ethereum.”

“So what you do is you can generate a new private address with your seed and use that … private address, just like you would a 0x address.”

“And so a lot of the research that happens around Railgun is how do you make it do everything that a public address can do?

“Like, how you tap into the burgeoning economy that is on EVM and do that in a private way without doxing your wallet?”

“And so you can sort of think of it as, like, the incognito mode for Ethereum.”

ft. @DeFi_Dad, @Nomaticcap & @tsu_kareta of @RAILGUN_Project

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@TokenizedDollar Scared me for a sec there

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@xerberus_io @spreekaway Absolute shitbag team in the end.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Another talented builder, building on top of @DeriveXYZ

🫡

[Toros ♉︎ @torosfinance]

Toros Options are live on @base, powered by @DeriveXYZ

Trade BTC, ETH, HYPE, ZEC and SOL options with a 1% premium cashback for launch.

Toros routes through Derive’s order book and market makers to bring you the lowest spread onchain options anywhere.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Totally missed this but huge milestone to get kHYPE support as collateral (max 67% LTV) on Ethereum to trade perps or options on @DeriveXYZ.

The #1 HYPE LST is a SoV with passive yield traders will want to deposit against trades on the #1 onchain options app.

[Derive.xyz @DeriveXYZ]

kHYPE makes its Ethereum debut with Derive V3.

We've worked with @Kinetiq_xyz to bring kHYPE to Ethereum via Chainlink CCIP. Holders will continue earning HYPE staking rewards while using kHYPE as collateral to trade options and perps on Derive.

This opens up a new source of utility for staked HYPE, connecting Hyperliquid's growing ecosystem with Ethereum's derivatives markets. The more places kHYPE can be put to work, the stronger the incentive to stake HYPE.

With V3's Ethereum-native custody and ZK-verified settlement, we expect to see more of this across DeFi: yield-bearing assets from one ecosystem becoming productive collateral in another, without sacrificing their underlying yield.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Are your shielded zcash:native quantum safe today?

According to @zmanian, if you have a @zodl_app wallet, your coins should be safe.

Full deep dive on all things Zcash in a new @Edge_Pod below with the Zaki and @sudo_ml from @sovright_ 👇

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t A Fluke — And Just The Beginning

0:00 - Intro
2:46 - Zaki and Sudo’s background
7:04 - What drew Zaki and Sudo to Zcash full time
12:52 - What triggered the price run for ZEC
19:02 - Two phases of Zcash’s redemption
22:04 - Why Zcash is special vs other chains
25:10 - The privacy toggle in Zodl
29:40 - How to buy ZEC privately
32:55 - The Orchard pool vulnerability
43:09 - Will shielded ZEC be safe in a PQ-world?
45:19 - Could minted ZEC be hiding in Orchard?
48:17 - The ecosystem map for Zcash
51:32 - Cypherpunk’s role (CYPH) in Zcash
54:50 - PoW vs PoS debate in Zcash
57:09 - How Zcash governance actually works
1:03:54 - What is Sovright building for Zcash?
1:08:37 - What DeFi's possible for ZEC in the future?
1:13:57 - Why Zcash is the "middle thing"
1:17:03 - Closing

🙏 Thanks to @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Well said!

It feels like the internet is burning right now and despite all the threats to cryptoassets and our security, we're prob better placed as an industry to combat this threat vs other folks and businesses who've never lived with much more than worry over a password being found and getting locked out of email or bank account.

Someone who's looking only at charts only rn is prob better placed to identify opportunity to long/trade vs being in the know about fundamentals, paralyzing decision-making.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@sudo_ml Thanks so much for coming on, @Nomaticcap and I learned a lot about Zcash and ZEC and really enjoyed the conversation!

[sudo_ml @sudo_ml]

A few takeaways from our recent podcast with @DeFi_Dad

1) One man's paranoia is another man's peace of mind

One of my favorite things about Zcash: I know how paranoid the people building it are. They spend their time thinking about edge cases most users never will. That’s a feature. Sometimes it feels like a bug (slow), but that's like saying pre-flight checklists are a drag on flying 🫠

2) Privacy is a basket of tools

While I prefer Zcash, I want other privacy projects to succeed too. Supporting privacy means supporting people being able to configure their choices to their practical needs. Different transactions call for different guarantees and tradeoffs 🌻🪻🌸🪷🌼🌺

3) On our redemption arc

Tidbit: when I joined the Sovright (fka ECC) board at the end of 2023, we agreed this was our last shot. Do or die. Runway was thin. For a long time, the job was staying alive. Now we, and the other Zcash orgs, can fund new work and bring in new, best-in-class talent. It's exciting! ☀️🚀

@sovright_ @zmanian

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@Fiskantes Funny all the CT traders sold the local top and buy the low — EVERY SINGLE TIME 🫠

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t A Fluke — And Just The Beginning

0:00 - Intro
2:46 - Zaki and Sudo’s background
7:04 - What drew Zaki and Sudo to Zcash full time
12:52 - What triggered the price run for ZEC
19:02 - Two phases of Zcash’s redemption
22:04 - Why Zcash is special vs other chains
25:10 - The privacy toggle in Zodl
29:40 - How to buy ZEC privately
32:55 - The Orchard pool vulnerability
43:09 - Will shielded ZEC be safe in a PQ-world?
45:19 - Could minted ZEC be hiding in Orchard?
48:17 - The ecosystem map for Zcash
51:32 - Cypherpunk’s role (CYPH) in Zcash
54:50 - PoW vs PoS debate in Zcash
57:09 - How Zcash governance actually works
1:03:54 - What is Sovright building for Zcash?
1:08:37 - What DeFi's possible for ZEC in the future?
1:13:57 - Why Zcash is the "middle thing"
1:17:03 - Closing

🙏 Thanks to @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

New @Edge_Pod!

A few years ago, Zcash looked almost dead.

A lot changed: price is up 40x, zcash:native wallets work, and there's huge flows into ZEC.

These Zcash builders say the price run is no fluke.

"It's not like we did the year of Zcash and it's over now. It's just the start."

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@edge_pod 🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. https://t.co/e8ZWBGUsfv

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t A Fluke — And Just The Beginning

0:00 - Intro
2:46 - Zaki and Sudo’s background
7:04 - What drew Zaki and Sudo to Zcash full time
12:52 - What triggered the price run for ZEC
19:02 - Two phases of Zcash’s redemption
22:04 - Why Zcash is special vs other chains
25:10 - The privacy toggle in Zodl
29:40 - How to buy ZEC privately
32:55 - The Orchard pool vulnerability
43:09 - Will shielded ZEC be safe in a PQ-world?
45:19 - Could minted ZEC be hiding in Orchard?
48:17 - The ecosystem map for Zcash
51:32 - Cypherpunk’s role (CYPH) in Zcash
54:50 - PoW vs PoS debate in Zcash
57:09 - How Zcash governance actually works
1:03:54 - What is Sovright building for Zcash?
1:08:37 - What DeFi's possible for ZEC in the future?
1:13:57 - Why Zcash is the "middle thing"
1:17:03 - Closing

🙏 Thanks to @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎧 Full episodes of The @Edge_Pod are also available on YouTube, Spotify, Apple, or wherever you get your podcasts. https://t.co/OtwMg9xVcQ

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@edge_pod @sovright_ @sudo_ml @zmanian 🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. https://t.co/e8ZWBGV053

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

New @Edge_Pod!

A few years ago, Zcash looked almost dead.

A lot changed: price is up 40x, zcash:native wallets work, and there's huge flows into ZEC.

These Zcash builders say the price run is no fluke.

"It's not like we did the year of Zcash and it's over now. It's just the start."

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@edge_pod @sovright_ @sudo_ml @zmanian 🍎 Listen to the new @Edge_Pod on Apple Podcasts featuring @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian. https://t.co/RFKn7UkYWU

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@Nomaticcap Safe is anything but safe haha

[The Edge Podcast @edge_pod]

🎙️ Ep 258 is live

📈 The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t a Fluke — And Just The Beginning

✨ Featuring @sovright_ Project Lead @sudo_ml and Head of Engineering @zmanian

https://t.co/vKlt7E8emz