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Collector since September 21, 2023

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What’s Next in Crypto? HyperEVM, Solana DeFi In-Fighting, ETH Highs & Treasury Trade Mania

Ishan Bhaidani is CoFounder of SCRIB3. In this episode, we speak to an insightful crypto investor, trader, and business operator with insights for what's to come in the second half of 2025. From the bull case for HyperEVM to Solana's escalating DeFi turf wars. We dive into the risk around crypto treasury companies, the latest hope for new ETH highs, memecoin fatigue, and who/what might lead to top-blasting a blowoff top this cycle! ------ 🔗 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/ ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS https://toros.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 6:02 - Ishan’s FTX short 10:41 - Concerns for crypto treasury companies 16:12 - HyperEVM bull thesis 27:15 - Solana DeFi verticalization wars 40:26 - Growing pains for Pump and memecoins 46:55 - Sponsor break 48:05 - Crypto M&A is growing 53:47 - The opportunity for better crypto businesses 1:02:12 - Sponsor break 1:03:48 - Who will top blast this cycle? 1:12:08 - The impact of new ETH DATs 1:18:23 - What is SCRIB3? 1:23:18 - Closing ------ 🔗 Guest Links 🔗 ► SCRIB3 website: https://scrib3.co/ ► Ishan's Oct 2022 FTX short: https://x.com/Ishanb22/status/1577699083808083969 ► SCRIB3 on X: https://x.com/scrib3_co ► Ishan on X: https://x.com/ishanb22 ------ 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, Nomatic, and Ishan collectively hold positions in BTC, ETH, HYPE, and SOL. 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.

YIELD TALKS: Ethena’s Grand Vision and How Teams Like InfiniFi Are Bringing It To Life

Conor Ryder is the Head of Research at Ethena Labs and Rob Montgomery is the Founder of InfiniFi Labs. In this episode, we catch up on the latest news surrounding Ethena’s explosive growth scaling USDe and sUSDe, including how teams like InfiniFi are scaling yield strategies powered by underlying USDe/sUSDe. Plus, new details on Ethena’s upcoming L2 Converge and their recently announced ENA treasury vehicle, StablecoinX. ------ 🔗 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 1:29 - The state of Ethena 4:29 - Sponsor break 6:42 - Importance of funding rates fueling Ethena’s growth 8:42 - What is InfiniFi? 11:00 - What happens when Ethena PTs, backing siUSD, mature? 13:46 - How does InfiniFi offer a better yield for sUSDe holders? 20:30 - What is Ethena’s Converge L2? 25:09 - Ethena’s grand vision is coming together 27:34 - Securitize partnership with Converge 28:17 - Sponsor break 30:34 - StablecoinX, an ENA treasury company 36:37 - Closing ------ 🔗 Guest Links 🔗 ► Ethena website: https://ethena.fi/ ► InfiniFi website: https://infinifi.xyz/ ► Ethena on X: https://x.com/ethena_labs ► InfiniFi on X: https://x.com/infiniFi_ ► Conor Ryder on X: https://x.com/ConorRyder ► Rob on X: https://x.com/RobAnon94 ------ 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 and Nomatic are investors in Ethena and InfiniFi. 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.

ZEROPOD #16 - "Kind Strangers on the Internet" with Dan Romero aka @dwr, cofounder of Farcaster

On Episode 16 of ZEROPOD, Toady Hawk and Prof Werder sit down with Dan Romero aka @ dwr, the cofounder of Farcaster. We talk about his Coinbase origins, his days as a Twitter API dev, and why he and his co-founder chose to tackle the important problem of Decentralized Social. We also talk about Nouns, Network States, permissionless proliferation and so much more.  --- Timestamps: 00:00 - Nouns as a great example of decentralized governance 01:54 - ZEROPOD Intro 02:45 - Early career on the West Coast, discovery of Bitcoin and Ethereum 04:28 - Thinking about moving Twitter onto a protocol, Paul Graham essay: http://www.paulgraham.com/twitter.html 05:15 - RSS to RSS+ 06:00 - Why tackle decentralized social media? 06:28 - History as Twitter API dev, Strawpoll creation 07:59 - Social networking vs Social MEDIA 10:45 - Farcaster the protocol vs Warpcaster the app + The Power of Channels 12:26 - Balaji’s Network State, the power of onchain networks and pseudonymous  15:15 - Network State can be a charged term - Need better retail packaging 17:08 - Kind Internet Strangers 20:00 - Walking the Decentralized Talk 21:34 - The airdrop is the friends we made along the way 22:38 - The value of owning your social network (immunity to deplatforming) 23:03 - Vitalik as an example of someone who walks the walk 25:00 - Future integrations of podcasts into Farcaster? 28:32 - Apps should be opinionated and focused 29:00- Build things you are passionate about 31:17 - A Permissionless milestone for Farcaster: Importance of building culture early, and the novelty of permissionless interaction with the protocol. 36:27 - You own the relationship wth your network. 36:42 - Setting norms on Warpcaster: Building a culture 40:00 - “Good” is Not Great. 42:00 - Freedom of choice of client 42:50 - Flink example: https://flink.fyi/ 44:46 - “The decentralized approach of Nouns is inspirational to me.” 47:33 - “Why didn’t your fork your noun?” (In it for the meme!) 49:40 - The importance of taking a 10 year horizon on investments you believe in 51:38 - Let memetic compounding happen 52:41 - Almost the Purple Patricio 53:05 - Purple DAO 57:35 - The Grateful Dead as an example of permissionless proliferation 59:00 - Ethereum and Bitcoin as decentralized brands 1:00:00 - Community Questions - Noun40 question about community curation of channels 1:06:00 - Dustmartn question 1: What Superpower?. Question 2: Why will people still be using Forecaster in 10 years? 1:07:00 - “Farcaster is default dead right now” 1:10:00 - Why should someone join Farcaster? 1:15:00 - Outro --- Podcast recorded by Toady Hawk, edited by Toady Hawk and JackWyldes. Hosted by Toady Hawk and Prof Werder. Music by SuperTightWoody. Zero Rights Reserved, please remix and reuse our content in any way you like!

GM Farcaster ep212 Thursday February 6, 2025 with @dwr.eth /farcaster

GM Farcaster ep212 Thursday February 6, 2025 with @dwr.eth /farcaster   Thank you Dan Romero @dwr.eth for popping by to chat all things Farcaster! We always love yapping with you!   AND Thanks to our new sponsors Lil Nouns! Visit LilNouns.wtf to snap up your own Lil Noun and join the DAO! Learn more in /lilnounsdao channel on Warpcast.   From our ChatGPT Intern: Today's GM Farcaster features Dan Romero dropping updates on Farcaster’s wild growth plans, Coinbase Wallet integrations, and the mysterious "intern" running the official account (who may or may not actually exist). Between Woj’s surprise move to Merkle, debates over onchain UX, and a philosophical deep dive into whether Gen Z even knows what a CPU is, it’s an episode that proves decentralization is great—until you need to manage expectations.   Show Notes and Links – some of the casts & stuff we talked about:    Last Month on Farcaster – Zero Rights x GMFC collab: https://warpcast.com/toadyhawk.eth/0x0501e509   FC Inside: https://warpcast.com/dwr.eth/0x18bf1d14   Mystery Intern: https://warpcast.com/matthew/0x538b96ca   The current plan: https://warpcast.com/dwr.eth/0x01286b63   New hires - @woj joins the team: https://warpcast.com/dwr.eth/0xf76932d1 https://warpcast.com/dwr.eth/0x4e772765 https://warpcast.com/woj.eth/0xf0c8895c https://warpcast.com/superanon/0x522e2ced   What happens to Super… and the dog? https://warpcast.com/androidsixteen.eth/0xdcfff2b1 https://warpcast.com/woj.eth/0xe49275e9   Coinbase Wallet integration: https://warpcast.com/jessepollak/0xf740b279 https://warpcast.com/coinbasewallet/0x5f8e2bbf Channels: https://warpcast.com/seneca/0x4189dc4b FarCon unofficial trailer – wowow! https://warpcast.com/nounishprof/0x3d384eeb https://warpcast.com/cassie/0x1f15b5d3 https://warpcast.com/esteez.eth/0xec3bd904 https://warpcast.com/esteez.eth/0x610dbf2d https://warpcast.com/esteez.eth/0x3a751772 Well, those qualifications look top notch! https://warpcast.com/ceej/0x8caa1ffa FarCon merch fashion show by anonpapi: https://warpcast.com/anonpapi.eth/0xa9c28bf3 Eth Denver meetup prop up for Purple DAO vote: https://warpcast.com/matthew/0x8439991e Farcaster is about to pop off I feel it: https://warpcast.com/alinaferry/0x38357172 https://warpcast.com/kylepatrick.eth/0xea81673c Life can be beautiful: https://warpcast.com/july/0x734afc1c Lil Nouns thread and how to mint: https://warpcast.com/nounishprof/0x36ffb470 https://warpcast.com/adrienne/0x2fec6ee9 And some other casts we didn’t get a chance to chat about:   Request for more Solana on Farcaster: https://warpcast.com/zinger/0x86dafb00 And our musings elsewhere:   Mint this episode on pods.media: https://pods.media/gm-farcaster   Adrienne: Some of the Things: What is different for you today from one year ago? https://someofthethings.substack.com/p/what-is-different-for-you-today-than   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 2024 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 be considered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR.   Chapters:   0:00:00 GM 0:03:50 Farcaster Intern 0:07:06 current FC priorities 0:21:39 Coinbase Wallet integration 0:29:59 Warpcast wallet 0:38:34 channels 0:43:32 Dan’s sweater 0:44:12 new users 0:45:30 animated pfps 0:48:06 lightning round 0:54:19 Warpcast rewards 1:00:23 FarCon 1:03:22 FC Eth Denver 1:05:49 Last Month on Farcaster 1:04:14 Lil Nouns 1:08:28 Lil Poker 1:10:24 next week on GMFC 1:11:59 Eth Denver GMFC event 1:13:15 who’s the new hire?