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

📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin

0:00 - Intro
3:06 - Background on Wall Street
5:18 - ETH is better money than BTC or gold
10:03 - What is productive money?
12:15 - Wall Street buys ETH as productive money
16:02 - The institutional crypto bull market
18:08 - Three demand drivers for ETH
20:53 - Why ETH wasn’t reaching its full potential
25:20 - What happened for ETH to reprice
30:47 - ETFs, Schwab, Tom Lee
32:41 - Bitcoin's security budget problem
33:33 - Censorship resistance + decentralization
39:54 - Path to $250,000 ETH price
44:37 - Ethereum's shipping velocity
46:02 - Ethereum roadmap accelerated by AI
51:43 - Risks to $250k ETH thesis
55:37 - What investors still don’t get about ETH
58:19 - What’s Etherealize been working on?
58:55 - Closing

🙏 Thanks to @Etherealize_io CoFounder @VivekVentures and Researcher/Author of their new report, @mikemcg0 for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@ProffEtherPrint @rleshner @happytokenizing @RWAFoundation_ @ZeusRWA Thanks brother! Just followed all of them thanks to you

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Will tokenized assets flip crypto-native assets in DeFi?

@rleshner says yes, and I agree.

It's now inevitable, just a matter of when.

$700 trillion is waiting offchain to become TVL.

Can't imagine not being bullish on DeFi or the #1 chain hosting >50% of DeFi, Ethereum 🫡

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

🌉 How @SuperstateInc Is Building The Bridge Between $700 Trillion In TradFi and DeFi

0:00 - Intro
1:58 - What tokenization actually means?
3:41 - Tokenization is the evolution of DeFi
7:42 - Why Robert built Superstate
12:49 - Benefits for tokenized asset issuers
18:34 - How Superstate tokenized funds work
23:13 - Magic of automation in DeFi
26:28 - Straddling DeFi and compliance
30:02 - Regulation + CLARITY Act
39:36 - Categories of tokenized securities
41:26 - Differentiators for Superstate
44:57 - Tokenization's hockey stick moment
48:12 - Endgame is primary issuance onchain
49:16 - Closing

🙏 Thanks to @SuperstateInc Founder & CEO @rleshner for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@Ikebillion_ @edge_pod @polarisfinance_ @TokenBrice I think @Nomaticcap was trying to coordinate this earlier too :)

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @Edge_Pod

�� Altura: A Multi-Strategy Yield From Gold Trading, Funding Rates, and Private Credit | DeFi Frontier

0:00 - Intro
1:44 - Team background
2:53 - Multi-Strategy Yield vault explained
5:30 - Altura’s gold arbitrage trade
8:42 - Insuring every step of the gold trade
11:58 - Crypto native strats behind AVLT
15:13 - Breakdown where AVLT yield comes from
18:55 - Which networks support Altura + AVLT
21:31 - Base APY vs Yield Run points program
23:49 - Overview of AVLT pool on Pendle
28:05 - Security: insurance, audits, and opsec
31:32 - What’s next? Altura’s neobank vision
32:30 - Closing

🙏 Thanks to @alturax COO @AurelliusEth for joining us!

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

Would love that, we just did an interview with Robert on @polarisfinance_ (will be out this week or next) but if you mean a roundtable style discussion on stablecoins more broadly with you + @TokenBrice, it’d be our pleasure to host you all. Appreciate all the work your team does 🫡

[Etherealize @Etherealize_io]

Per Vivek, "In retrospect, the headline will be - the global financial system's internet moment happened on Ethereum."
https://t.co/Gqs8FSCn4V

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

DeFi bulls will win 🤜🤛

[Frank Chaparro @fintechfrank]

NEW: Standard Chartered initiates coverage of Uniswap.

The bank forecasts UNI will rise from roughly $2.50 today to $100 by 2030 — a 40x increase.

The thesis: tokenized assets active in DeFi grow 37x this decade, and Uniswap becomes a core piece of trading infrastructure for traditional finance as trillions of dollars move on-chain.

[Altura @alturax]

Our non-directional yield outperforms amidst market uncertainty.

Altura's COO @AurelliusEth joined The Edge Podcast to discuss risk-adjusted strategies, AVLT utility, YieldRun points and more.

Catch the full episode on Youtube and Spotify.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🔗 Find all the links to this new episode of The @Edge_Pod and future pods by subscribing to The Edge Newsletter. https://t.co/YVR4xIehhU

[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/XuNF2KO54Y

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🔗 Find all the links to this new episode of DeFi Frontier on The @Edge_Pod and future pods by subscribing to The Edge Newsletter. https://t.co/9CDeXrEgLI

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

New @Edge_Pod's out!

Most DeFi yield is correlated to the same market conditions.

With $38M TVL, @alturax is incorporating multiple strategies into a yield-bearing vault (AVLT), designed to hold up in less ideal markets.

Full breakdown with Altura's COO on DeFi Frontier.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🍎 Listen to the new @Edge_Pod on Apple Podcasts, featuring @alturax. https://t.co/foznB6LT3O

[Andy @andyyy]

As much as my Hyperliquid bulls will resist, ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is looking absolutely fantastic here.

Incredibly solid interview with their CEO @vnovakovski in the tower this past week. Enjoy.

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

@WazzCrypto Wouldn’t touch that turd sandwich for nothing

What’s the worst that can happen when Ansem is shilling Kangs exit liqudity?

[_gabrielShapir0 @lex_node]

I have never heard of a non-profit foundation for an open source protocol running a 'trader VIP program'...until today....

[The Rollup @therollupco]

Vladimir Novakovski on why Lighter's escape hatch is the detail regulators care most about:

"Regulators and institutions: what does worst case look like?"

"Even if Lighter fails, protocol doesn't work, proofs not generated, after a certain amount of time, every participant gets out through Ethereum."

"Over a decade of Ethereum stability. $100B+ locked. No one loses their assets in the worst case. That creates confidence."