The Edge Podcast

Leo Lanza is a well known Ethereum investor and content creator. Markets are panicking. ETH is down 50% from its all-time high. Sentiment across all crypto markets is at multi-year lows. But Leo remains steadfast. He breaks down why Ethereum can't be replicated, why the four-year cycle is breaking, and how the CLARITY Act could be crypto's biggest catalyst ever. He explains why ETH is valued like...

Vlad Novakovski is the Founder and CEO of Lighter, a high-performance ZK-based perps and spot exchange, built on Ethereum. A year ago, Lighter hadn't even launched. Today it's processing billions in daily volume, handling 500 million orders at a total cost of around $50K. Vlad's background spans STEM Olympiads, Harvard at 18, Citadel trading, and being an early advisor to Robinhood. Now he's build...

David Choi and Conor Moore are CoFounders of Permian Labs, the builders behind USDai. AI infrastructure is projecting trillions of dollars in CapEx spend, but there's a problem: traditional finance can't keep up. Banks move too slow. Private credit funds can't scale. The most important commodity in the world has no liquid debt market. USDai is filling this gap by financing AI infrastructure with G...

Benjamin is the Founder of Cap and DeFi Dave is the Founding Head of Growth. Token launches are broken. Founders pay exchanges 5-10% of supply, airdrop to farmers who dump immediately, and wonder why everything goes to zero. Benjamin calls it "the conveyor belt to death." Cap is breaking the playbook: no CEX listing fees, no token airdrops, and no TVL deals paid in tokens. Instead, they're doing t...

Grant is the Founder & CEO of Blocmates, and 563 is Head of Research. Crypto is winning, but tokens aren't. Headlines that would have pumped markets 30-40% in 2021 barely move prices today. There's a massive disconnect between fundamentals and price action--record adoption, institutional integration, real-world use cases, yet token prices are bleeding. Grant and 563 break down why this paradox...

Sun Raghupathi is CoFounder and CEO of Veda. DeFi is living through interesting times: record adoption, proven infrastructure, institutional interest—but low sentiment and struggling token prices. Sun calls this "the enterprise era for DeFi," where protocols that don't have a B2B strategy for the largest financial institutions may not survive. But here's the opportunity: for the first time, DeFi i...

TN Lee is CoFounder and CEO of Pendle. Pendle generates revenue through two streams: YT fees (5% of all yield and points accrued) and swap fees from PT trading activity. The protocol settled $45 billion in value for PT holders in just 2025, nearly doubling revenue YoY as TVL grew from $6.9B to $13.4B. But the real story for 2026 is Boros, Pendle's new rates trading platform that's already hit $200...

The social contract is broken. Boomers keep getting bailed out while Millennials and Gen Z are told to buy bonds that yield less than inflation. Tyler Neville from Muddy Waters Capital and co-host of Forward Guidance, breaks down why traditional markets feel rigged, where real growth is happening, and what needs to happen for Bitcoin to break through $100K. In this episode: + Why traditional marke...

Chris Bradbury and Jordan Jackson from Summer.fi break down how vaults are becoming the consumable layer for DeFi yield and why institutions are finally paying attention. DeFi yield hunting is exhausting. Constant research, endless transactions, protocol risk assessment: it's a full-time job. Summer.fi helps solve this by packaging the best yields into vaults with DAO-managed risk controls, allowi...

Introducing Revenue Meta—a new series by The Edge Podcast spotlighting DeFi protocols that actually generate cashflows and return value to tokenholders. There aren't many protocols that can answer the simple question: How does your business make money? We're starting with Maple Finance, where CoFounder & CEO Sid Powell breaks down their revenue model, treasury management, and path from $30M to...

DeFi Dad and Nomadic break down the biggest lessons from 2025 and share their playbook for navigating crypto in 2026. Every cycle feels familiar yet completely different, and 2025 proved that again. Bitcoin dominance stayed high, the altcoin rally never came, stablecoin supply rose to new highs, and institutional adoption accelerated faster than expected. Now we're looking ahead to what 2026 holds...

Rob Hadick is a General Partner at Dragonfly. As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Apple: https://tinyurl.com/edgepod ► Spotify: https:/...

Kaledora Fontana Kiernan-Linn is the CoFounder and CEO of Ostium. In this episode, we learn how Ostium is building a next-gen trading platform on Arbitrum, bringing deep liquidity to asset classes like commodities, equities, indices, and RWAs onchain, while pursuing a unique long-term vision to reinvent CFD-style market access through DeFi. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://t...

Kevin Lepsoe is the Founder of ETHGAS. What if Ethereum could feel instant? In this episode, we explore whether blockspace futures trading could pave the way toward a gasless, real-time Ethereum, and what that would mean for DeFi, MEV, validators, and the broader L2 scaling roadmap. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@DeFiDad ► Apple...

William Mougayar is an author, entrepreneur, investor, and Ethereum advocate. In this episode, we explore why Ethereum shouldn’t be valued like a stock, but instead understood as a public good infrastructure, more like the Internet valued through the lens of dependence, economic flow, and trust. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@De...

Wojtek Pawlowski and Ioan Moldovan are the CoFounders of Accountable. In this episode, we explore how real-time financial verification could help surface risk earlier across DeFi, CeFi, and even TradFi. The team behind Accountable explains how a new standard in verifiable, privacy-preserving reporting can change the way markets assess solvency, performance, and trust before problems escalate. ----...

Nick van Eck is the CoFounder and CEO at Agora. In this episode, Nick explains why he believes stablecoins are entering their "second inning," how enterprises are beginning to adopt stablecoins at scale, and what it actually takes to build payment infrastructure that operates at the speed of the internet. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: htt...

Johann Kerbrat is Crypto General Manager at Robinhood. In this episode, we unpack why Robinhood built its own Ethereum L2 and how it plans to power 24/7 markets for tokenized stocks, digital assets, pre-IPO company trading, and the next wave of onchain financial products such as stablecoins and prediction markets. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: http...

David Schamis is the Founding Partner and CIO of Atlas Merchant Capital and now CEO of Hyperliquid Strategies. In this episode, David breaks down how serious seasoned investors think about valuing Hyperliquid, from the bull case for HYPE to the economics behind running the largest HYPE DAT in the world. We discuss what's unique about Hyperliquid, navigating mNAV dynamics as a DAT , and why Hyp...

Omnia is the CoFounder of Kinetiq. In this new episode of Yield Talks on The Edge Podcast, we dive into an overview of HIP-3 markets, Kinetiq’s token launch tomorrow, and what a Hyperliquid builder might speculate on happening next, following the upcoming one year anniversary of the HYPE airdrop. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@D...

Sid Ramesh is the Product Lead for Crypto-Backed Loans at Coinbase. In this episode, we explore Coinbase's newly launched product for ETH-backed loans, built entirely on Ethereum DeFi using Morpho on Base. We unpack exactly how these loans work, why they matter, and what this means for the future of onchain loans. Sid Ramesh brings an insider view into Coinbase’s broader vision for permissionl...

Sonya Kim and Romeo Ravagnan are CoFounders of 3F Labs. In this episode, we explore how 3F is pioneering the next generation of leveraged tokenized fund yield by bringing institutional-grade arbitrage strategies fully onchain. Sonya and Romeo break down how transparency, adjustable leverage thanks to bridge loans, and new legal frameworks will open the door for a new wave of professional capital e...

James Smith is Head of Ecosystem at the Ethereum Foundation. In this episode, we unpack everything Ethereum is building right now, some of it driven by initiatives at the Ethereum Foundation. From breakthroughs in zk technology and privacy to a growing wave of real-world asset tokenization poised to bring trillions onchain, this conversation highlights why we remain laser-focused on Ethereum. Our...

Ruca is Head of Growth and Giel (aka deepcryptodive) is Head of Risk Curation at kpk. In this episode, we discuss the role of DeFi's risk curators, the individuals and teams responsible for assessing, pricing, and managing risk across DeFi lending markets and tokenized yield vaults. We talk about how risk curation has become both an essential service and a risky business of its own, as witness...

RightSide is a Core Contributor at Pendle and Vivaldi is a CoFounder at Symphony. In this live session of Yield Talks , we explore whether AI can improve upon the work of human curators in evaluating, managing, transacting, and securing DeFi markets. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@DeFiDad ► Apple: https://tinyurl.com/edgepod ► S...