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YIELD TALKS: The First NASDAQ-Listed HYPE Treasury Company

Hyunsu Jung is CIO and Board Member at Hyperion. Max Fiege is an Advisor to Hyperion and a prominent Hyperliquid investor. In this episode, we speak with the team behind Hyperion (formerly Eyenovia), the first NASDAQ-listed company to adopt HYPE as a crypto treasury reserve, diving into their recent $50M investment, HYPE staking plans, and a vision to become a leading validator on Hyperliquid. ------ 🔗 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/ ♦️⁠ REDSTONE⁠ | THE LEADING MODULAR BLOCKCHAIN ORACLE https://www.redstone.finance/ ⚡ ⁠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 1:08 - Background for a HYPE reserve pubco 4:00 - Sponsor break 5:55 - The meaning of a crypto treasury reserve pubco 8:13 - Why focus on HYPE? 11:36 - What goes behind the scenes to create a crypto reserve pubco? 13:42 - Team size for average pubco like Hyperion 16:27 - Who is HYPD designed for? 18:30 - Sponsor break 19:12 - Finding competitive edge offchain 21:29 - Would Hyperion ever sell options? 22:38 - Partnership for staking HYPE with Kinetiq 28:23 - How Hyperion could tap into HIP-3 31:22 - Sponsor break 33:01 - Potential DeFi strategies for Hyperion 36:36 - How will Hyperion differ from other HYPE treasury pubcos? 38:10 - Where might mNAV land for future crypto treasury pubcos? 41:25 - Closing ------ 🔗 Guest Links 🔗 ► Hyperion website: http://hyperiondefi.com/ ► Hyperion on X: https://x.com/HyperionDeFi ► Max on X: https://x.com/fiege_max ------ 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. Nomatic holds HYPE. 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.

PMFers with David Phelps

In this episode, we sit down with David Phelps—co-founder of JokeRace—to trace his journey from Craigslist tutoring gigs to designing experimental onchain voting systems with real users and real incentives. David shares how building a Stripe-powered tutoring DAO before DAOs were cool helped him see the future of crypto, and how a silly game about bad jokes on Twitter turned into a full-blown governance product used by the Ethereum Foundation. We get into the weeds on distribution, incentives, and why rivalries—not kumbaya—are the key to real community. David also explains why most crypto tooling forgets the user, how founders should think about power users vs. normies, and why vote-and-earn is a controversial but necessary experiment in finding PMF for crypto-native governance. 👀 Topics: – Building pre-Ethereum DAOs with Stripe Connect – The surprising origins of JokeRace – Onchain incentives vs. community vibes – Crypto Twitter as your harshest and best validator – Power users, product scope creep, and when to ignore feedback – Why AI might be overrated for great devs – The Ethereum Foundation’s role in app distribution (and why it should fuck up more) Whether you’re building a governance tool, trying to make voting less boring, or just thinking about what makes online communities actually work, this one’s packed with insight and real talk. Link from the talk: https://sarahtavel.medium.com/five-lessons-from-scaling-pinterest-6a699a889b08

DePIN Roundtable Ep.2 with Helium | Amir Haleem, Santiago Santos, Jason Badeaux, Mahesh Ramakrishnan, Connor Lovely

Follow Proof of Coverage Media: https://x.com/Proof_Coverage Connor, Mahesh, Santi, and Jason are joined by Amir Haleem of Helium to explore the evolving landscape of decentralized networks. They dive into Helium’s impressive revenue growth - from $400K to $2.7M per month - driven by its mobile subscriber base, and discuss the complexities of blending off-chain and on-chain revenue. The conversation covers tokenized equity, sustainable business models beyond token sales, and the convergence of crypto with traditional finance. Amir shares how Helium has shifted from a crypto-first approach to prioritizing service delivery and user satisfaction, offering key lessons in product distribution, user retention, and innovative tokenomics. Timestamps: 00:00 - Introduction 02:25 - Microstrategy and Digital Asset Accumulation  03:42 - Market Trends: Crypto and Wall Street  05:03 - Santi's Perspective on Market Efficiency  06:19 - DePIN Projects and Public Market Strategies  06:41 - Helium's Potential for Going Public  08:50 - Cash Flow and Tokenomics in DePIN 12:07 - Helium's Recent Revenue Growth  12:55 - PMF for DePIN Networks  18:03 - User Engagement and Helium's Growth  19:05 - Helium's Revenue Sources Explained  21:06 - Convergence of Off-Chain and On-Chain Revenue  24:12 - Learning from Helium's Evolution  25:03 - Focus on Distribution Over Product  27:27 - Daily Active Users and Their Interaction  31:26 - Valuable Users and Helium's Ecosystem  33:45 - Cloud Points and User Experience  36:44 - Retention Curves: Crypto vs. Traditional Users  39:59 - Aligning Token and Equity Interests   Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

GM Farcaster ep254 Wednesday June 4, 2025 Farcaster x Solana

From our ChatGPT Intern: Today’s GM Farcaster celebrates Solana’s arrival like it’s a surprise party no one RSVP’d to but everyone showed up for—with hot takes on speed, mini apps, and whether the new crowd will outvibe the existing one. Between airdrop FOMO, and the creeping suspicion that Solana devs are just Farcaster lurkers in disguise, the episode captures the glorious mess of multichain mingling. Full Show Notes and Links on YouTube THANKS TO OUR PREMIER PARTNER OCTANT: Octant links: @octant: https://warpcast.com/octant /octant: https://warpcast.com/~/channel/octant Octant site: https://octant.app/home Epoch 8: https://farcaster.xyz/octant/0x198dc9e0   Thanks to our Solana ecosystem guests – go give them a follow: @nickysap: https://farcaster.xyz/nickysap @circusdotfun: https://farcaster.xyz/circusdotfun @operator: Operator Labs https://farcaster.xyz/operator @entropybender: https://farcaster.xyz/entropybender @promptrotator: https://farcaster.xyz/promptrotator.eth   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 be considered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR.  Chapters:0:00:00 GM0:02:59 FC news0:08:49 Solana x Farcaster0:54:47 prof disappears again; Adrienne does not panic0:55:17 Monad mini apps

19: Henrik Karlsson - Cultivating a Life that Fits

Full transcript and all links: dialectic.fm/henrik-karlssonHenrik Karlsson (Substack, X) is an independent writer focused on "writing a few good essays." Two of them are among my most consistently recommended: on designing your life and finding your wife (or husband).Henrik's always written, but lived a winding path across software programming, music, poetry, biology, an art gallery, and other odd jobs. A few years ago, Henrik and Johanna picked up their life in Sweden to move to a small island farm in Denmark so they could homeschool their daughters. He now writes on Substack full-time and lives an unusual dual-life: one is remote and intimate; the other is connected and wide. My favorite theme of his writing is self-cultivation: introspection and action, designing a life that fits you by experimenting, how to think and how to learn, embracing being wrong and seeing past your blindspots, and living in concert with past and future selves.I also love his writing on relationships: how to find your life partner, why writing helps others see the inside of your head, how to use the internet as a serendipity machine for finding your people, teaching and parenting, and what its like to be around exceptional people who make your world bigger.He also writes about education, self-organizing systems, AI, exceptional childhoods, and more. But I find the topic rarely matters—all of his writing expands me. What a gift. I hope you enjoy the conversation as much as I did. May we all embrace the burden of freedom—freedom to iteratively unfold into a life we never could have imagined. If you enjoy the episode, please consider supporting Henrik's writing, as he is fully reader-supported.---This episode is brought to you by Hampton, a private, highly vetted membership for founders. Hampton surveyed over 100 members with net worths of $1M-100M to create its 2024 Wealth Report. They asked about financial goals, spending habits, how much founders themselves, investment portfolio breakdowns, risk tolerance, estate planning and philanthropy, and more. Visit https://joinhampton.com/community to access the report.---Timestamps2:36: Self-Cultivation, Introspection, and Larry Gagosian8:46: Writing to Think16:05: Using Strong Opinions as an Opportunity to Learn (and Willingness to Look Stupid)21:53: "Not That" vs. "Maybe this?": Creativity and Formulating a Positive Possible Future25:12: Self-Criticism and Kindness to Your Past Self and Ideas28:44: Eclectic Interests (Poetry, Programming, Music) and a Winding Path to Becoming a Writer Pulling on the Threads of "Dead Ends"33:10: Introspection, Agency and Being Sentenced to Freedom38:09: "Fit," Unfolding, Making Contact with Reality, and Designing Your Life with Experiments49:06: Seeing Past Blindspots and Listening to Feedback the World Gives Us1:04:16: The Role of Ambitious Goals in the Context of Unfolding1:10:06: Hampton1:11:41: Escaping Flatland and People Who are "Spheres": Meeting People Who Help You Expand What is Possible1:26:53: Asking Questions that Push People Past their Cache1:31:12: Embracing, Being Seen By Strangers, and Finding Your Corner of the Internet1:48:55: Ruthless Prioritization and Making Time to Get Better1:57:05: Initial Spark and Connecting with People2:05:58: Collaborating with Henrik's Wife Johanna2:09:46: Living a Barbell Life Inside and Outside of the Computer and Henrik's Scale of Ambition2:16:48: Sacrifice2:18:57: Pseudonymity and Playing with Identities2:20:57: Self-Organizing Systems2:22:51: Learnings from Homeschooling His Kids, Reading Adult Books with the 3-Year-Old, and Becoming a Mentor to Help Them Unfold2:33:13: Writers Who Help Us See Ourselves2:35:13: Writing and Thinking in Swedish vs. English2:37:44: Kindness and Gratefulness to Our Past Selves and Generosity to Our Future Selves – And Modeling That For OthersJoin the ⁠telegram channel for Dialectic⁠Follow ⁠Dialectic on Twitter⁠Follow Dialectic on Instagram

GM Farcaster ep242 Wednesday May 7, 2025 with @poof-eth DX TERMINAL

GM Farcaster ep242 Wednesday May 7, 2025   From our ChatGPT Intern: Today’s GM Farcaster starts with Adrienne balancing @cameron’s arch on her head and ends with a wild deep dive into DX Terminal’s a new ai agent game—complete with @poof-eth explaining the tech just enough to make you feel smarter. Between chaotic shirt coincidences, Ethereum’s glow-up, and a surprising philosophical debate about why humans crave drama but Ethereum stays boring, this episode is poof, we mean proof, that crypto might be complex, but crypto people are even weirder (and we love you for it). Full Show Notes on YouTube THANKS TO OUR PREMIERPARTNER OCTANT: Octant links: @octant: https://warpcast.com/octant /octant: https://warpcast.com/~/channel/octant Octant site: https://octant.app/home Degens & Dragons:https://highlight.xyz/user/@0x05e6AED1A5F9fe61A3C3764E073dB1db329d8Da1    Learn more about DX Terminal: https://warpcast.com/10/0xcdd1b94f oh the cameos: https://warpcast.com/nounishprof/0x856e474c follow @dxrgai for updates: https://warpcast.com/dxrgai   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 be considered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR.  Chapters: 0:00:00 GM 0:03:16 Pectra 0:08:34 FC rewards 0:13:53 FarCon 0:21:13 anons 0:20:30 Purple x Octant Retropgf 0:28:09 @poof-eth DX TERMINAL