A Beginner’s Guide To ETH Treasury Companies
Kyle Reidhead is the Founder of Impact3 and Co-Owner of The Milk Road. In this episode, we provide a comprehensive guide on ETH treasury companies, publicly traded firms focused on acquiring and staking ETH for their balance sheets, while tapping into DeFi to earn yield. We explore how these firms raise capital to buy more ETH, how staking/DeFi differentiates them from BTC treasury companies, why metrics like mNAV, share count, and ETH purchase-to-issuance ratio matter, and how this new Wall Street phenomenon is driving an outsized bid to buy a shrinking supply of ETH. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@DeFiDad ► 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/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE https://www.redstone.finance/ 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET https://app.maple.finance/earn?referral=Mig0gHP59IYC 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE https://app.falcon.finance?r=0ec4ccafcd94a7756710278ebfd7dd4b ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR https://link.spark.fi/Defi_Dad 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE https://group.mantle.xyz/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS https://www.puffer.fi/unifi 📈 RUMPEL | TURN POINTS INTO PROFITS https://www.rumpel.xyz/ ------ Timestamps 0:00 - Intro 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - Is it a DAT or ETH treasury company? 19:23 - What is mNAV and how the premium trades 23:54 - How publicly traded companies pivot to ETH DATs 29:11 - Importance of share count 31:26 - Sponsor break 32:36 - How ETH DATs raise money to buy more ETH 39:02 - Staking and DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - The shift with ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 59:29 - Sponsor break 1:01:05 - Key takeaways from recent talks with Joe Lubin 1:05:17 - BTCS is a standout as an operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing ------ 🔗 Guest Links 🔗 ► Strategic ETH Reserve website: https://strategicethreserve.xyz/ ► Crypto Treasuries website: https://cryptotreasuries.com/ ► Milk Road website: https://milkroad.com/ ► Milk Road on X: https://x.com/MilkRoadDaily ► Impact3 website: https://impact3.co/ ► Impact3 on X: https://x.com/Impact3Growth ► Kyle on X: https://x.com/kyleReidhead ------ All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Kyle, DeFi Dad, and Nomatic all hold ETH and SBET. Kyle also holds BTCS. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Signals & Storytelling: Farokh on Prediction Markets and Presidential Moments
I sat down with Farokh Sarmad, President of DASTAN and visionary behind Myriad Markets, to dive deep into: Media & community: How Myriad is reimagining reader participation by rewarding engagement and realigning media incentives. Farokh laid it all out at Consensus—saying “the participant actually gets a piece… gets reputation on-chain” instagram.com Prediction markets: From Polymarket to niche events, Farokh explored the future of decentralized event-driven finance, tying it into crypto culture, all while redefining how creators and communities interact Acquisitions & integration: How DASTAN is building across platforms like Rug Radio and Decrypt, integrating prediction tools into media ecosystems. And THAT one big interview: The world-leading moment when Farokh interviewed Donald Trump on X Spaces—the first crypto-company-affiliated presidential interview. Trump declared a vision of America becoming the “crypto capital of the world,” and Farokh pressed in on context, intent, and what it all means.
23: Tamara Winter - Tacit Trust & Caring Curiosity
Tamara Winter (X) is the Commissioning Editor of Stripe Press, where she exercises her taste to identify the knowledge and "ideas for progress" that matter most in alignment with Stripe's mission: to increase the GDP of the internet."Tammy" worked at the Charter Cities Institute and the Mercatus Center at George Mason University, which is chaired by Tyler Cowen. Tammy is obsessed with tacit knowledge and the illegible parts of the world that actually support so much of our lives, work, and societies. This includes taste, charisma, relationships, and a wide-range of load-bearing infrastructure that supports healthy and trustful societies, from small-talk and manners to hidden forces that prevent anti-social behavior and maintain safe places to live and work.We discuss this and more, including how she selects the ideas worthy of Stripe's audience, her unique career path, her refreshing take on agency, her standards for herself, reading and writing, and how she chooses how to spend her time. Above all, Tammy's incredible love of other people shines throughout the conversation.Full episode transcript with all linked references: https://dialectic.fm/tamara-winterTimestamps2:09: Taste, absorbtion, and influences10:54: Deploying your taste15:49: Ideas that matter and taking yourself seriously22:13: Aesthetics24:16: Choosing Teachers and Authors28:15: Charisma & delightfullness privilege34:59: Living a relational life44:07: Trust, social scaffolding, and small talk51:01: Erosion of social norms, low-trust environments, and load-bearing infrastructure1:02:17: Cultural arson and the dark sides of "you can just do things"1:15:44: The healthy kind of agency1:20:45: Tammy's N-of-1 path and who she aspires to rhyme with1:28:38: Red herrings of success and focusing on outcomes1:32:22: Assortive everything1:37:52: Personal and professional standards1:43:06: Journaling, great writing, and audience1:57:29: Reading & BiographiesKey Links:The Art of Doing Science and Engineering - Richard HammingOn Self-Respect - Joan DidionScaling People - Claire Hughes JohnsonHigh Growth Handbook - Elad GilVirginia Woolf on MontaigneAva on TammyOld Enough!Sort By Controversial - Scott Alexander (Scissor Statements)Scarf tweetTammy's advice to young peopleAn Elegant Puzzle - Will LarsonInteractThe Making of Prince of Persia - Jordan MechnerFrank Sinatra Has a Cold - Gay TaleseWhy not inquire together more? - Tyler CowenThe Common Reader - Henry OliverIn Five Years - Rebecca SerleWalt Disney: The Triumph of the American Imagination - Neal GablerUp from Slavery - Booker T. WashingtonAnna: The Biography - Amy OdellThe Rise of Theodore Roosevelt - Edmund MorrisBrian JacquesA Pattern Language - Christopher W. AlexanderDialectic with Jackson Dahl is available on all podcast platforms.Join the telegram channel for DialecticFollow Dialectic on TwitterFollow Dialectic on InstagramSubscribe to Dialectic on YouTube
Onchain Media Episode #013 with Peapods Finance | Farming Volatility | Hosted by Rachel Onchain
In Episode #013 of Onchain Media, Rachel Onchain sits down with Del Led, Business Development lead at Peapods Finance — a protocol pioneering volatility farming onchain. This one’s for the DeFi adventurers, onchain farmers, and anyone curious about where the next wave of yield innovation is emerging — and why Base might just be ground zero for it. In this episode, we explore: ➡️ What volatility farming is and how Peapods Finance is making it accessible ➡️ How Peapods is using volatility itself as an asset class ➡️ A demo of the protocol ➡️ How to get started Tune in as we dive deep into the mechanics of volatility farming, how Peapods is pushing the boundaries of what’s possible in #DeFi, and why this strategy could be a game-changer for protocols and users alike. 🔔 Like, comment, and subscribe for more stories from the builders shaping Base and the future of onchain finance. — 🌐 Resources & Links: 🔗 Learn more about Peapods – https://www.peapods.finance 🔗 Follow Peapods – https://x.com/PeapodsFinance — 🎥 Produced by: Onchain Media 📍 Join the conversation: http://t.me/letstouchbase 👉 Follow us on X: https://x.com/OnchainMediaCo 🟪 Follow us on Farcaster: https://farcaster.xyz/onchainmedia
CreatorDAO: Helping YouTubers Go Viral with Mentorship, Funding & Onchain Support
In this episode, I sit down with the team behind CreatorDAO — a Web3-powered platform designed to help YouTubers go viral and build sustainable careers through expert mentorship, creator funding, and DAO-driven support. Backed by a roster of YouTube legends with billions of views, CreatorDAO gives emerging creators access to tools that actually move the needle: * Viral content strategy * Thumbnail and title coaching * Analytics deep dives * Brand deal negotiation * And most importantly — funding to grow fast We talk about: * How CreatorDAO blends traditional creator coaching with decentralized governance * Why their model is changing how creators launch and scale * What it's like getting advice from mentors who’ve been there and built massive audiences * The future of creator economies powered by DAOs If you’re building on YouTube, curious about the next wave of creator platforms, or just want to see how Web3 can empower storytellers — this one’s for you.
Onchain Summer: Moonwell vs Aave DeFi Beef (Top Crypto News)
Stay ahead in crypto with today’s top DeFi and blockchain updates! In this video, we cover the latest on the new Base app, explore the growing feud between Moonwell and Aave, and break down the major Ondo Finance acquisition that’s shaking up DeFi. Plus, we’ve got updates on Ethereum, Algorand and Cardano — three chains making strategic moves in Q3 2025.
How Revnets Are Rewriting the Rules of Onchain Businesses With Jango
This week we sat down with Jango, the creator behind Juicebox, to dive deep into the world of revnets—a novel approach to tokenizing business models and aligning incentives across builders, investors, and customers in Web3. We explore the shortcomings of traditional business models and typical tokens, and how the revenant model turns the tables by making your customers true stakeholders in your success. You'll hear about the origins of Juicebox, the journey from experiment to essential DAO fundraising tool, and how Jango's obsession with programmable business models led to a whole new way of thinking about revenue, loyalty, and transparency on-chain. If you’ve ever wondered how a modern on-chain business can sustain itself, align all parties, and drive collaborative growth, this conversation is for you. Jango unpacks how revnets work—think automatic, immutable, revenue-backed tokens—and shares practical examples, including his own experiences launching projects like the Banny PFP collection. With insights into decentralized governance, the future of open-source funding. 00:00 Discussing Juicebox's Accidental Origins 10:00 Token Fundraising and Governance Challenges 13:57 Token Incentives and Revenue Growth 20:22 Towards Inclusive Consumer Engagement 23:16 Decentralized Business Funding Evolution 29:38 Revnets: Launching Omni-Chain Tokens 34:47 Banny Revnet: DAO Cartoon Shopping Experience 44:26 Perpetual Halvening and Revenue Shares 45:33 Revenue Redistribution Strategy Evaluation 54:32 Token Loan Network Cashout Dynamics 58:45 Revnet Platforms and Tokenization 01:03:55 Debate on Token Structure 01:07:01 Exploring Tech Trade-offs ___ CastOff/Episode Discussion, here (https://t.me/+oy6j0NBQObsyZjEx). Support the show (https://hypersub.withfabric.xyz/s/onchainalien) Want to give me feedback on this podcast? Please click here (https://tally.so/r/3NpGqW).
Top 5 Regions Where Blockchain is Leveling Up ⚡️
In this episode of Unlocking the Future, we dive into the top five regions where blockchain is levelling up in 2025. From Nigeria’s DeFi boom to India’s unstoppable user growth, we unpack how Asia-Pacific, Africa, the Middle East, Europe, and North America are turning blockchain into real-world impact. No more hype—just payments, property, and digital identity getting sorted. Full episode: https://www.youtube.com/watch?v=vacCcpsVBuM Prefer reading? Dive into all the links and resources here: https://paragraph.com/@trustmebroshow/top-5-regions-where-blockchain-is-leveling-up Building something onchain? Let’s talk. TMB Labs is now offering full-stack growth support for blockchain, AI and social app projects. Partnerships, strategy, content, socials, and more: https://tally.so/r/3jpyzE Dive in and connect with us!
SharpLink Appoints Joseph Chalom As Co-CEO
SharpLink Gaming appoints BlackRock’s former Head of Digital Assets as Co-CEO. Succinct Labs introduces the Succinct Foundation. Dragonfly stands by its Tornado Cash investment. And Bit Digital seeks to raise more capital for ETH purchases. Read more: https://ethdaily.io/748 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
Karen Scott Ozeri, Courtney Palm
Join Jaime and her guests, Karen Scott Ozeri, and Courtney Palm will be discussing living in alignment, constantly creating the life you want to open space for the relationship you want and interviewing Courtney Palm about her book “Kissing Frogs” and what she has learned about dating, and finding her forever love!
GM Farcaster ep270 Friday, July 25, 2025 with @toadyhawk @betrmint
GM Farcaster ep270 Friday, July 25, 2025 with @toadyhawk @betrmint From our ChatGPT Intern: Today’s Friday episode of GM Farcaster was a chaotic collectible fever dream powered by spiked coffee and spiritual bidding wars. From technical glitches and mystery notifications to mole auctions nearing $500 and Pugson being rechristened “P-biddy,” the hosts explored the art, absurdity, and emotional rollercoaster of Farcaster’s new collectibles economy—concluding that the real treasure might be the memes (and simps) we found along the way. AND Thank you @toadyhawk for popping by to chat about the start on neonchain summer and Betrmint! We have our 80’s neon ready to go! Full Show Notes and Links on YouTube Betrmint: https://betrmint.fun/ Copyright 2025 cc-by GM Farcaster - reuse/remix allowed with attribution and link back to GMFarcaster.com. NOTE: Cryptocurrencies are often volatile assets. Nothing in this episode should be considered financial advice and is for educational and entertainment purposes. Nothing should beconsidered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR. Chapters: 0:00:00 GM 0:04:06 FC news0:30:10 betrmint/neonchain summer
The U.S. Finally Has Stablecoin Legislation. Can Crypto Compete With Banks?
The U.S. finally passed stablecoin legislation, setting off a competition between banks, fintechs, and crypto companies. Circle’s top policy exec explains how the USDC issuer plans to compete. After years of hostility toward crypto, the U.S. passed its first-ever federal law regarding the industry. The GENIUS Act, stablecoin legislation backed by both parties, was signed by President Trump’s desk after a last-minute showdown in Congress. Despite being seen as a sure thing, the bill’s path turned turbulent this week, with objections from Democrats over Trump’s crypto ties, and a sudden revolt from the Freedom Caucus around anti-CBDC language. Now that it’s through, what will this law actually do? And who stands to benefit—or lose? In this episode, Dante Disparte, Circle’s chief strategy officer and one of the key players behind the legislation, joins Unchained to explain: How the bill won bipartisan support despite political tensions Why banks may think twice before issuing stablecoins And why Circle is applying for a national trust bank charter Plus, the battle over interest-bearing stablecoins, how this bill fits into the broader financial regulatory landscape, and whether U.S. consumers and the dollar come out ahead.
The DeFi We’re Bullish On and The DeFi We’re Bearish On
Suhail Gangji is the Founder at Portals.fi. In this episode, we unpack DeFi trends we’re recently bullish on, and the ones that have us concerned, as we explore where UX has improved, where blowups could still happen, and how Portals.fi is positioning to make advanced yield strategies accessible to everyone. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@DeFiDad ► 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/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE https://www.redstone.finance/ 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET https://app.maple.finance/earn?referral=Mig0gHP59IYC 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE https://app.falcon.finance?r=0ec4ccafcd94a7756710278ebfd7dd4b ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR https://link.spark.fi/Defi_Dad 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE https://group.mantle.xyz/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS https://www.puffer.fi/unifi 📈 RUMPEL | TURN POINTS INTO PROFITS https://www.rumpel.xyz/ ------ Timestamps 0:00 - Intro 7:30 - Suhail’s background and Portals.fi 11:45 - Has the DeFi UX really improved? 15:21 - Concerns for blowup risk in DeFi 20:46 - How Suhail assesses new DeFi for risk? 25:34 - Sponsor break 26:45 - Potential contagion from risk curators 33:22 - DeFi trends with staying power 39:53 - Fluid LPs offer new yield strategies 47:09 - Thoughts on Solana DeFi 48:41 - Sponsor break 50:18 - Will Portals.fi support HyperEVM yields? 52:54 - Are DAT stocks the biggest onramp for investors getting DeFi exposure? 58:33 - What is Portals.fi? 1:02:44 - Long term vision for Portals.fi 1:06:41 - Closing ------ 🔗 Guest Links 🔗 ► Portals.fi website: https://portals.fi/ ► Portals.fi on X: https://x.com/portals_fi ► Suhail on X: https://x.com/cryptonomik ------ All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad is an advisor to Portals.fi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
The Great Rebrand: How Base Chain Revolutionizes Onchain Media (Top Crypto News)
In this episode, we break down the latest developments in crypto regulation and blockchain tech. From a major crypto bill update in the U.S. House to Base Blockchain's new rebrand — plus fresh news on Algorand, Ripple (XRP), and Stellar (XLM).
GM Farcaster bonus episode: mini app vibe coding with @linda
GM Farcaster bonus episode: mini app vibe coding with @linda From our ChatGPT Intern: In this bonus episode of GM Farcaster, Prof puts on her metaphorical lab coat and bravely enters the world of “vibe coding” under the steady guidance of Linda from Merkle, ultimately birthing a working mini app called Sixteen Blocks using vZero, GitHub, and Vercel—despite thinking V0 was version zero of Cursor. By the end, she not only builds and deploys a colorful Connections-style web game but also earns honorary engineer status (minus the bugs, backend, and terminal trauma), proving that yes, anyone can vibe code—with enough snacks and Linda on speed dial. Show Notes and Links – some of the casts & stuff we talked about: Start here – FC mini app docs:https://miniapps.farcaster.xyz/docs/getting-started For llms:https://miniapps.farcaster.xyz/llms-full.txt Dev mode:https://farcaster.xyz/~/developers Copyright 2025 cc-by GM Farcaster - reuse/remix allowed with attribution and link back to GMFarcaster.com. NOTE: Cryptocurrencies are often volatile assets. Nothing in this episode should be considered financial advice and is for educational and entertainment purposes. Nothing should beconsidered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR.
Meet Big Sleep: AI’s New Cybersecurity Weapon
In this episode of Unlocking the Future, we explore how Google’s Big Sleep AI agent is transforming cybersecurity by detecting software vulnerabilities before hackers can exploit them. Learn why proactive AI-driven defense is a game changer, how recent breakthroughs stopped major threats, and what the future holds for AI-powered digital security. Prefer reading? Dive into all the links and resources here: https://paragraph.com/@trustmebroshow/meet-big-sleep-ais-new-cybersecurity-weapon Building something onchain? Let’s talk. TMB Labs is now offering full-stack growth support for blockchain, AI and social app projects. Partnerships, strategy, content, socials, and more: https://tally.so/r/3jpyzE Dive in and connect with us!
Dr. Jennifer Sudarski, Meredith Golden
Jaime and Dr. Jennifer Sudarski discuss how hormones can affect our relationships and Jaime and Meredith Golden discuss how to be efficient and successful using online dating apps.
Pump.fun Just Raised $600M. What Does This Mean for DeFi, Solana & Social Media?
What if crypto’s next big narrative isn’t DeFi, but financial entertainment? The weeks leading up to Pump.fun’s ICO were contentious: accusations that it was extractive, debates over decentralization, and outrage over allocations. In the end, the company pulled off the third-largest ICO in crypto history, raising $600 million in 12 minutes. The day of, Solana barely flinched under the load, and onchain platforms like Hyperliquid and Raydium left CEXes looking outdated. In this episode of Unchained, Haseeb Qureshi of Dragonfly and Joe McCann of Asymmetric join Laura to break down: Whether this marks the return of ICOs The objections to the small ($10 million) airdrop to creators How Pump.fun’s ambitions could reshape memecoins, and maybe Solana itself And why TikTok might not need to worry just yet
Cam Kashani, Cheyenne Bostock
Guests: Life Coach, Cam Kashani and Dating Coach, Cheyenne Bostock. Topics include: Getting into the dating world after a breakup or divorce and The Top Dos and Don’ts of dating.
One for the culture
On this week's episode of MARS (recorded two weeks ago), Rizzle kicks the show off talking about the dramatically different vibes at this year's NFT NYC before Matthew chats Tipn flywheels, onchain composability, and purple app things. Shout-outs & Shots-fired: @NFT_NYC @Mastawainzz @nfcsummit @metabrookhawk @bryanbrinkman @itsreallysho @decentraland @makeanft @opensea @coldie @supahmarbler @cyberbrokers_ @madam_selkie @polymarket @livecaster_xyz @farcaster_xyz @ez_cbd @johnkarp @kanemayfield @tipnearn @money_alotta @belloneleandro @untitledxyz_ @ashconnell @comput3ai @hyperfy_io @cent @jaendotart @cultcryptoart @metageistvr @dragonateyt
Between Two Chains Ep 2: How is Interoperability Solved? w/Jill Gunter (Espresso)
Last week we spoke with Aditi and Nitya from Para about interoperability from the user's lens, and this week, in our second episode of Between Two Chains, we speak with Jill Gunter from Espresso about interoperability from the other lens: builders. Jill dives deep into the intricate dynamics of composability and interoperability, how infra builders need to emphasize user experience to move forward, and the state of Ethereum, the ecosystem's incentives, and the importance of staying user-centric while building decentralized applications. Between Two Chains is a four-part miniseries produced by Rehash and co-hosted by LayerZero, where we explore whether blockchain interoperability is solved. ⏳ TIMESTAMPS: 0:00 Intro 08:30 The importance of composability 18:19 Composability in infra 21:17 The developer vs user communication gap 32:51 The importance of interoperability 37:13 Follow Jill 👋 FOLLOW US: Diana Chen: https://x.com/ddwchen LDF: https://x.com/ldf_gm Jill Gunter: https://x.com/jillrgunter Rehash: https://x.com/rehashweb3 LayerZero: https://x.com/layerzero_core Espresso: https://x.com/EspressoSys
Nethermind Release Sets 45M Gas Default
Nethermind sets a 45 million default gas limit. Coinbase introduces perpetual-style futures. And Worldcoin introduces Worldvote. Read more: https://ethdaily.io/730 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
CLOB Battles, Disclosure Fights, and the Meme-ification of Circle – The Chopping Block
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, we’re joined by Vlad, the leverage legend behind Lighter, a zk-powered DEX taking aim at Hyperliquid in the rising CLOB wars. We unpack the new Token Transparency Framework from Blockworks and whether self-regulation can fix crypto’s disclosure problem. Should VC wallets be public? Are market-making deals legally risky? And why do most projects still say nothing? Plus: Vlad explains how Lighter uses zero-knowledge proofs to enforce fairness and fight toxic flow—without harming retail. And Circle’s stock goes full meme mode, TikTok retail piles in, and Robert reveals he’s short. Is crypto finally growing up—or just evolving its chaos?
Why We’re Irresponsibly Long DeFi
In this special crossover episode, we take the hot seat as guests for the first time, to talk about why we remain so bullish on DeFi! Guided by Wallfacer Podcast host Ryan Rodenbaugh, we cover a wide range of investor topics including how Bitcoin’s ideological roots still shape today’s industry, why Ethereum and ETH remain fundamentally undervalued, the growing tension between narratives and reality in crypto, and how our perspective as DeFi users informs how we invest as angels. We even share some of the actual protocols and tokens we’ve been allocating to, something we rarely do in such detail. Special thanks to our friend Ryan for hosting! He is the CoFounder & CEO of Wallfacer Labs, the team behind vaults.fyi, connecting users directly to 500+ DeFi vaults across 50+ protocols and 10+ blockchain networks. Ryan was kind enough to originally invite us on The Wallfacer Podcast and then allow us to republish this episode for our own audience. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@DeFiDad ► 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/ ------ The Edge Podcast Sponsor Resources 🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS https://newton.xyz/ 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS https://pyth.network/ 🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS https://www.fairchain.ai/ 📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/edge 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE https://group.mantle.xyz/ 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE https://moonwell.fi/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ 🐡 PUFFER UNIFI | AN ETHEREUM BASED ROLLUP WITH NATIVE YIELDS https://unifi.puffer.fi/ 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET https://app.maple.finance/earn?referral=Mig0gHP59IYC ------ Timestamps 0:00 - Intro 5:37 - Our start in crypto 16:46 - How our roots in Bitcoin grounds us 21:46 - Bitcoin vs Ethereum vs high-performance L1 ideologies 30:05 - Sponsor break 30:46 - Ethereum and ETH’s bright path ahead 41:24 - All investments start with our POV as users 47:58 - Pros and cons of narratives over reality 54:33 - Notable winners from DeFi 1.0 to now 1:08:18 - Sponsor break 1:09:57 - What needs to happen for DeFi tokens to reprice? 1:22:44 - DeFi ideas, protocols, tokens we’ve bet on recently 1:40:46 - Closing ------ 🔗 Guest Links 🔗 ► vaults.fyi website: https://vaults.fyi/ ► vaults.fyi on X : https://x.com/vaultsfyi ► Ryan on X: https://x.com/ryanrodenbaugh ► Wallfacer Labs on X: https://x.com/wallfacerlabs ► Subscribe to The Wallfacer Podcast: https://podcasts.apple.com/us/podcast/wallfacer-podcast/id1709530326 ------ All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Zora vs Pump.fun: Who Wins the $4B Creator War? | NAC Ep. 22
Zora’s new Creator Coins drop sparks a round-table on the future of onchain creator economies. Lucas, Coop, and Devid break down the launch mechanics, compare Base vs. Solana liquidity, debate token valuations, and riff on how listen-to-earn could reshape music and podcasts. Plus: Circle stock goes meme-mode, and QR codes at concerts as growth hacks. 🎧 Mint the episode onchain: pods.media/not-a-cartel Timestamps: 00:00 – Cold open: Celestia dip & crypto hot potato 01:07 – Zora Creator Coins explained: profile = ticker, 1% fee share, 5-year vest 02:30 – How Creator Coins work: routing, supply, and fee design 07:00 – Zora vs. Pump.fun: launch formats & liquidity wars 14:50 – Pump.fun’s $4B ICO vs. Zora’s sub-$100M FDV 23:18 – Circle’s stock pumps 200% & stablecoin bill alpha 27:10 – Coop Records update: song tokens & sniper bots 42:00 – QR-code airdrops at concerts & proof-of-attendance 46:45 – Wrap-up & onchain mint link 📱 Subscribe for more convos on the onchain creator economy. 🧠 Follow us on Farcaster: https://farcaster.xyz/~/channel/notacartel 💸 Support the show by collecting on pods.media/not-a-cartel
