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GM Farcaster ep269 Wednesday, July 23, 2025

GM Farcaster ep269 Wednesday, July 23, 2025 From our ChatGPT Intern: GM Farcaster ep269 kicks off eleven minutes late due to “rebellious tech gremlins,” but quickly pivots to a heartfelt Ozzy Osbourne tribute and thewild revelation that CryptoBatz actually onboarded real people into Web3. The rest is collectibles chaos: bidding bugs, Pugson bidding frenzi, Bertwurst supremacy, and the uncomfortable realization that some people just don’t wanttheir casts hoarded like digital Beanie Babies.  Full Show Notes and Links on YouTube – some of the casts & stuff we talked about:  Ozzy and CryptoBatz:https://farcaster.xyz/sqx/0x5ae4c143https://farcaster.xyz/sqx/0x5ae4c143 New – Collectibles:https://farcaster.xyz/v/0xd8d1984ehttps://farcaster.xyz/dwr.eth/0xad32e53dhttps://farcaster.xyz/dwr.eth/0x6dff8ac6https://farcaster.xyz/links/0x72cd8e2bhttps://farcaster.xyz/v/0xcf45cf5fhttps://farcaster.xyz/v/0xc0a7dacdhttps://farcaster.xyz/lobstermindset.eth/0x2482d9dfhttps://farcaster.xyz/yes2crypto.eth/0x11c9e1achttps://farcaster.xyz/garrett/0x9661cd7bhttps://farcaster.xyz/kazi/0x86495c99https://farcaster.xyz/pfista/0x6d6682a2https://farcaster.xyz/links/0x72cd8e2bhttps://farcaster.xyz/links/0x72cd8e2b Trending auctions:https://farcaster.xyz/dwr.eth/0xc673d823 Collectibles experiments:https://farcaster.xyz/samantha/0x37419eb6https://farcaster.xyz/sayangel/0x712c19c2https://farcaster.xyz/tldr/0x50ff0e34https://farcaster.xyz/greg/0x484fe440https://farcaster.xyz/pfista/0x6d6682a2 Yes, like a sticker book:https://farcaster.xyz/michelleh/0x48917410 And some Collectibles criticism:https://farcaster.xyz/jc4p/0x9aea3069https://farcaster.xyz/df/0x89b520cd Weekly Rewards:https://farcaster.xyz/bradq/0x6d327e36 yes – the increase is great!https://farcaster.xyz/linda/0xdfed8a09 creator challenges:https://farcaster.xyz/brookejlacey.base.eth/0xbd5e491d Network State Conference:https://farcaster.xyz/balajis.eth/0x2be3f619 /fctrivia: https://farcaster.xyz/nounishprof/0x75174514 Farggles:https://farcaster.xyz/awedjob/0xc8ea76cahttps://farcaster.xyz/awedjob/0x6e37d25e yeah, the oldies might be raising the average age:https://farcaster.xyz/nounishprof/0x59687d1chttps://farcaster.xyz/ba/0x6e688bbc And our musings elsewhere: Mint this episode on pods.media: https://pods.media/gm-farcaster  Learn more about partnering with GM Farcaster:https://mediakit.gmfarcaster.com/  Adrienne: Some of the Things: Too Many Thingshttps://someofthethings.substack.com/p/too-many-things  Nounish Prof: Unpacking with Prof: https://paragraph.xyz/@nounishprof AND www.gmfarcaster.com is live along with our GM Farcaster FAQ: https://paragraph.xyz/@adrienne/gm-farcaster-faq   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 0:02:25 Ozzy0:08:00 Collectibles0:55:52 other FC news

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 Oracle Behind A New Wave of RWAs Onchain

Jakub Wojciechowski and Marcin Kaźmierczak are the CoFounders of RedStone. In this episode, we explore how RedStone is powering the next generation of RWAs onchain, from stablecoins to Apollo's private credit onchain issued by Securitize. Get the inside knowledge on why RWA liquidity is primed to grow 1000x the next 10 years! ------ 🔗 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/ ⚡ ⁠SPARK⁠ | THE ONCHAIN CAPITAL ALLOCATOR https://link.spark.fi/Defi_Dad 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE https://group.mantle.xyz/ 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET https://app.maple.finance/earn?referral=Mig0gHP59IYC 🐡⁠ PUFFER UNIFI⁠ | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS https://www.puffer.fi/unifi 📈⁠ RUMPEL⁠ | TURN POINTS INTO PROFITS https://www.rumpel.xyz/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ ------ Timestamps 0:00 - Intro 6:05 - Why oracles still matter in DeFi? 9:35 - RedStone support for RWAs 19:27 - Why Securitize chose RedStone as their oracle provider 23:55 - How much bigger can RWAs grow? 25:23 - Sponsor break 26:04 - How RedStone supports modular money markets 32:26 - RedStone Atom and shielding users from OEV 35:32 - RED value accrual 40:54 - Sponsor break 42:30 - RedStone’s multichain strategy 44:28 - RedStone Roadmap for 2025 and beyond 51:18 - Closing ------ 🔗 Guest Links 🔗 ► RedStone website: https://www.redstone.finance/ ► RedStone RWA Report: https://blog.redstone.finance/2025/06/26/real-world-assets-in-onchain-finance-report/ ► RedStone on X: https://x.com/redstone_defi ► Jakub on X: https://x.com/kuba_redstone ► Marcin on X: https://x.com/marcinredstone ------ 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. Both DeFi Dad and Nomatic were angel investors in RedStone. 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.

22: Nadia Asparouhova - Ideas that Infect

Nadia Asparouhova (Website, X, Substack) is a writer and researcher who has spent much of her career in service of the question: 'what's happening here?' across various parts of the internet.Nadia recently published her newest book, Antimemetics: Why Some Ideas Resist Spreading. She explores why consequential ideas, unlike memes and supermemes, fail to spread. She also recounts the last several years of online public and private life and how we're all less naive than we were in previous eras of the internet. Critically, she suggests a path toward poking our heads out of group chats and silos to engage in publicly discussing or promoting the ideas that matter most.Her first book, Working in Public: The Making and Maintenance of Open Source Software, was published by Stripe Press. Nadia also worked at Substack, Protocol Labs, and Github, and has written extensively on Silicon Valley Culture; the importance of ideas and institutions; consciousness, attention, and meditation; and more.Nadia's self-described sweet spot is when people respond to her writing by saying,"I read this piece and it gave me words for a thing that I didn't know how to express before." I can attest that is true, both for Antimemetics and for much of her other thinking. And as much as she writes about ideas, I admire how focused she is on how they might produce action.Nadia believes that important ideas infect us, and the reasonable response to that is to be tremendously thoughtful about our attention. I hope this conversation inspires you to put great care into where your attention goes.Transcript and all links: https://dialectic.fm/nadia-asparouhovaTimestamps:1:31: Why Ideas Matter9:33: The Last 10 Years of the Internet and Attention Collapse17:07: How The Internet Caused Attention Collapse19:59: Private Coordination in Public Spaces24:01: Legibility and Illegibility as a Tactic28:28: Ideas Are Not Created Nor Discovered; They Infect Us35:17: Defining Antimemes42:00: Ideological Black Holes: Supermemes49:13: Engaging in the Public Square vs. Opting Out54:16: Truth Tellers who Can Bring Anti-Memetic Ideas to Light1:05:06: Champions, or the Great Apostle Theory1:10:57: Institutions, Ideologies, and Movements1:24:51: Attention1:31:30: Jhanas1:38:42: Writing a Book1:46:19: Connecting the Dots in Reverse1:50:29: Lightning Round: Fighting (or Working With) Human Nature, Software as Passion Project, Democracy, Space Away from the Center of ThingsDialectic 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