The Edge Podcast

Mathieu Baril is the CoFounder and CEO of Octav Labs. How does someone who tests new protocols daily as part of his job actually invest onchain? In this episode, Mathieu shares all the his latest strategies onchain, including how he hedges Uniswap LPs with options, why tokenized stocks and Robinhood Chain caught his attention, how he uses LP fees to take profit, and the tokens he’s holding and wat...

Sudo is the Project Lead and Zaki Manian is Head of Engineering at Sovright, which builds critical infrastructure for Zcash. Just a few years ago, Zcash was almost dead. The treasury was tight, the team was shrinking, and the wallet was nearly unusable. Now the price is up 30x-40x since 2024, Bitcoiners are buying, and the team says they're just getting started. In this episode, Zaki and Sudo...

Alan is a privacy researcher and long-time contributor to Railgun. Every DeFi transaction you make is fully public. But Railgun is building the incognito mode for Ethereum. How does it actually work, and how does it compare to Zcash? Can we really access private DeFi with any shielded asset on Ethereum? What we learned will surprise you. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjuste...

Kyle is an investor and now Senior Research Analyst at DefiLlama. Fundamentals are finally winning in crypto. But which sectors, which tokens, and why now? In this episode of The Thesis, Kyle walks through his complete framework for investing this cycle, including his highest conviction bets such as Venice (VVV). He also shares his take on DATs, inference capital markets, and why liquid investors...

Lito is the Head of Growth at Ethena Pay. Is it time to buy ENA? What is Ethena Pay and how does it compete as a DeFi neobank? What is the equity basis trade and why does it matter for USDe yield? What just happened with early ENA investor buyouts and VC unlocks? Reputable DeFi investor and builder Lito, now leading growth at Ethena Pay, answers all this and more about why Ethena is thriving in it...

Chris Kim is the CoFounder and CEO of Axis. Most of the volume happening in crypto still isn't visible onchain. It's a growing volume from fintechs, neobanks, CEXs, and remittance platforms bridging services between stablecoins, fiat, and tokenized assets behind the scenes, working with OTC desks for liquidity they can't source on their own. In this DeFi Frontier episode, Chris explain...

Kool Krypto is an anonymous DeFi investor and fund manager who's been in crypto since 2010. In this episode, he shares his remarkable journey at just 13 mining Bitcoin, to discovering DeFi through ETHLend, and later landing a fund seeded by a prominent New York family office after a fateful poker game. We get a crash course on onchain options from someone trading millions on Derive, as he shar...

Thomas Thierry is a Researcher at the Ethereum Foundation. Every transaction you make onchain is trackable. And most of us have just accepted that as normal, but we shouldn't have to! In this next episode of our Lean Ethereum series, Thomas walks through what's actually broken with privacy today, how Ethereum is getting closer to native private transactions, and what private DeFi will actu...

Nick Forster is the CoFounder and CEO of Derive. Could Derive V3 do for options, what Lighter did for perps on Ethereum?! In this episode of DeFi Frontier, Nick returns to to walk us through what to expect when Derive V3 ships this month of September: a ZK application that collapses the exchange, execution layer, and settlement into one stack, making institutional onboarding as simple as a few lin...

Ram Ahluwalia is an investor and the Founder of Lumida. Weeks ago, crypto was doom and gloom. Now everything is pumping and nobody owns enough! In this episode, Ram explains exactly why the rally happened, breaking down Bessant's bond market intervention and a massive short squeeze that caught everyone offsides. He shares his views on whether the bear market bottom came earlier than expected, and...

Thomas Coratger is a Researcher at the Ethereum Foundation. Quantum computers don't exist yet at the scale needed to threaten Ethereum. But they will, and Ethereum will be ready before they do! In this first episode of our Lean Ethereum series, Thomas walks through what the quantum threat actually is, how real it is, and when it could arrive. He explains which parts of Ethereum are most vulner...

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 tra...

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 architect...

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...

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 w...

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...

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 discu...

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 D...

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 th...

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....

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 ar...

Jai Bhavnani is the Founder of Waymont Co, the developer of the Royco protocol. In this episode of DeFi Frontier, Jai walks through how Royco evolved from an incentive platform into a risk tranching protocol connecting RWA issuers with both institutions and DeFi users. He explains what makes an asset worth tranching, and then navigates through a real stress test in progress for Royco, with the rec...

Odysseus is the Founder and CEO of Phylax Systems, and Declan Fox is the VP and Head of Linea at Consensys. The rsETH exploit drained $292M from Aave, but a simple rule or circuit breaker could have prevented bigger losses! In this episode, Odysseus and Declan walk us through how Phylax's DeFi circuit breaker works: code currently running on the Linea sequencer that checks every transaction ag...

Tom Dunleavy is Head of Venture at Varys Capital. In this episode, Tom walks us through his valuation framework for ETH. He offers a mental model where Ethereum is the vault filled with stablecoins, RWAs, and DeFi activity secured by it. But ETH is the lock--and the bigger the vault gets, the more valuable the lock has to be to protect it. Based on Ethereum's current onchain activity, Tom gets us...

Robert Leshner is the Founder and CEO of Superstate, as well as the former CoFounder of Compound. Most people in DeFi are focused on the $2.5 trillion cryptonative market. Robert is focused on the $700 trillion that hasn't moved onchain yet. In this episode, he explains why tokenization is the long awaited evolution for crypto markets, how Superstate is building the bridge between institutional Tr...