Locking In September (But Halfway, Because Horses 🐎): GM Farcaster ep284

Locking In September (But Halfway, Because Horses 🐎): GM Farcaster ep284 Tuesday, September 2, 2025  From our ChatGPT Intern: The hosts kicked off September with tech hiccups, baby-mon training stress, and a farewell to the degen airdrop era, before diving into mini-app hype, poker nights, and leaderboard drama. In classic GM Farcaster style, they somehow connected horse riding, gas swaps, and toy drafts into a community therapy session for builders, memers, and anyone still hodling a digital hat.  Full Show Notes and Links on YouTube 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 0:06:21 FC News0:28:27 builder news0:36:05 fun on the timeline

From Likes to Coins—How CoBuild Prints Tokens in Your Sleep: GM Farcaster ep283

From Likes to Coins—How CoBuild Prints Tokens in Your Sleep: GM Farcaster ep283 Friday, August 29, 2025  Thank you @rocketman for dropping by to chat about Cobuild! We love what you’re building – thanks for taking the time to join us and glad you didn’t miss your flight! From our ChatGPT Intern: @rocketman rolled onto the show running on two hours of sleep and a suitcase full of Elton John references, but still unveiled CoBuild, the app that makes every like and recast auto buy someone’s coin. The hosts spent the episode riffing on Elton John lyrics, leaderboard bragging rights, and how Adrienne accidentallydiscovered she had a coin being auto-bought—making this the first crypto project where your insomnia and your fans’ attention span both literally pay off.  Full Show Notes and Links on YouTube 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 0:03:09 @rocketman /cobuild0:38:19 FC News 0:57:58 builder news & fun

27: Mackenzie Burnett - Accounting for America

Mackenzie Burnett (Website, X) is the co-founder and CEO of Ambrook, financial software for independent businesses starting with farms and ranches. We trace her arc from a policy-first upbringing (USDA household, Congressional internships, climate-security research at Stanford) to a building software for rural America. We talk about why Mackenzie loves America and cares about agriculture, the challenges of aligning sustainability with business and government, and pragmatically building resilience. Mackenzie talks about the American Dream and why independent small businesses are the foundation of it in many ways.Then we get into Ambrook’s product philosophy: why “all roads lead to accounting,” how multi-P&Ls and biological inventories make farms deceptively complex, and why understanding bookkeeping and money movement enables better decision making and understanding over the long run for big and small businesses.We also talk through Mackenzie's broad ambition for Ambrook; her growth as a leader; brand, aesthetics, and environment; Ambrook's editorially independent research division, Offrange, and more. Mackenzie is one of the most quietly ambitious and focused people I've met, and yet under her impressive and serious exterior is a life and love for America and its people that is all heart.Special thanks to Josh Kale for his help producing this episode.---Full transcript and all links: https://dialectic.fm/mackenzie-burnett---Timestamps00:01:11 Intro00:02:51: The American Heartland00:05:21: Agriculture, Policy, and Government00:12:29: The Challenges with Prioritizing Climate Risk: "Long Term and Abstract"00:18:04: Pragmatic Environmentalism and Resilience that Drives Business00:21:49: The American Dream00:25:52: The Importance of Independent Small Businesses00:28:58: Entrepreneurship on the Frontier: America's First Entrepreneurs and Ambrook's First Customers -- Farmers00:36:28: Biological Factories: Why Farms are Complex Businesses00:40:41: Why Everything Goes Back to Accounting00:44:30: Why Money Movement Matters00:51:13: Ambrook as a Twenty-Year Container00:57:27: The National Importance of Agriculture01:00:49: The Features of Illegibility01:04:49: Ambrook's Long Term Vision01:10:17: Making the Intractable Tractable (And Doomscrolling Your Company's Slack)01:14:42: De-Risking and Becoming Friends with Anxiety01:17:26: Building Something That Takes on a Life of its Own01:20:07: Ambrook's Culture in Three Words01:21:26: Brand and Storytelling01:26:11: AI Enabling the Middle Class01:30:57: California History and J.G. Boswell01:34:05: Niche Subjects and History and "The Land Where Lemons Grow"01:36:46: Disney's Magic Band01:39:15: Strange Math and Happiness and Sadness in Parallel01:41:31: Aesthetics, Beauty, and Physical Design Systems01:47:31: The Draw to Start ThingsLinks & ReferencesAmerica, the Beautiful - Mackenzie BurnettThe Founder's Letter: Mackenzie Burnett, AmbrookDisposable CamerasA “precariously unprepared” Pentagon? Climate security beliefs and decision-making in the U.S. military (Mackenzie's Thesis)The Land Where Lemons Grow - Helena AttleeDubai Chocolate Made Pistachios Viral, But Are Small Farmers Winning? - Offrangesam altman: “honestly, i feel so bad about the advice i gave while running YC i’ve been thinking about deleting my entire blog”affinity - AvaLunch with the FT: Novak DjokovicAmbrook Series A AnnouncementOffrange (Fka Ambrook Research)AI Could Actually Help Rebuild The Middle Class - David AutorThe King of California - Mark Arax | GoodreadsTulare LakeTweet on The Land Where Lemons GrowMagicBandLeaders in TechInteractJane JacobsFrom plows to platforms: how Stripe is powering modern agricultureDialectic is available on all platforms:Follow ⁠Dialectic on Twitter⁠Follow Dialectic on InstagramJoin the ⁠telegram channel for Dialectic⁠Subscribe to Dialectic on YouTube

Media, Bots, and Mini Apps: Farcaster as a Creative Playground

In this episode of The Optimism Show, Kris Gligoroski is joined by Adrienne and NounishProf, co-creators of GM Farcaster, a flagship onchain media brand, to explore what it really takes to build in public on Web3’s fastest-growing social protocol. Together, they unpack the vision and mechanics behind GM Farcaster’s livestream-first approach, the power of community-driven podcasting, and how custom bots and Farcaster-native mini apps unlock new ways of engaging audiences. This isn’t just a conversation about content—it’s about redefining media itself, using the primitives of onchain coordination, open distribution, and community ownership. They also reflect on Farcaster’s evolution from a dev-centric experiment to a vibrant cultural layer—and how GM Farcaster became a home for real-time storytelling, creator tooling, and public conversation across the Superchain. If you're curious about what’s possible when media meets protocol, this episode is your front-row seat. 🌐 Connect with GM Farcaster Website: gmfarcaster.com YouTube: https://www.youtube.com/@GMFarcaster Pods.media: pods.media/gm-farcaster Farcaster: @gmfarcaster Mini App: miniapp.gmfarcaster.com 🧠 Connect with Adrienne & NounishProf on Farcaster @adrienne @nounishprof 🎙️ Connect with Kris Gligoroski Farcaster: @thekris LinkedIn: linkedin.com/in/thekrispartner Email (collabs/sponsorships): pod@optimism.show ⚠️ Disclaimer This episode is for informational purposes only. It does not constitute financial advice. Web3, DAOs, always DYOR.

26: Cyan Banister - A Fool’s Dérive

Cyan Banister (Website, X, Substack) is an investor, artist, and co-founder and General Partner of Long Journey Ventures. Previously, Cyan spent four years at Founders Fund and has a legendary angel investing track record alongside her husband, Scott, including early rounds in SpaceX, Uber, and DeepMind.Cyan is as original as they come: she grew up on a Navajo reservation and was homeless by 15, with a series of unlikely serendipitous moments combined with optimism, agency, and love of capitalism taking her to a very different life than the one she grew up with. I focused this conversation not on Cyan's work, but her unique approach to living.We begin with Cyan’s “church”: a weekly visit to see Bobby McFerrin and co. do live, jazz acapella in Berkeley, CA. We discuss how this space ties to presence, openness, and play, and then talk about the tension between novelty and consistency as she continues on her own path toward self-love and mindfulness. She also tells me about her radical approach to accountability and the empowering results of assuming that everything is her fault.One of Cyan's favorite words is the French dérive, or an intentional drift, and it embodies her approach to the world. She moves with childlike wonder, seeking to see things and people from new perspectives and challenging others to react beyond their default settings. She daydreams about the outcomes she wants and has remarkable conviction and faith even when others do not believe her.We wrap with a grab bag representative of Cyan's diverse interests, from filmmaking and performance art to the US Constitution to Bill Murray. Cyan manages to combine randomness and intentionality, naiveté and sober-minded awareness, humility and conviction. I hope you are are as inspired as I am to live more playfully, seriously, and courageously.Full transcript is available at https://dialectic.fm/cyan-banisterTimestamps0:01:23: Intro0:03:45: Cyan's "Church"0:16:21: Stillness, Mindfulness, and Introspection0:28:47: Learning to See in Original Ways0:39:38: People: When the "Light is On," "Collecting Minds," and Conjuring Friends0:46:55: Cultivating Childlike Joy and Refusing to be a Victim0:52:30: Radical Accountability0:56:28: Randomness, Faith, and Experimentation1:06:22: Conviction and Peter Thiel1:12:54: Returning to Seed Investing and Long Journey Ventures1:18:23: Thoughts on Art1:23:42: Performance Art1:26:37: Cyan's Creative Projects1:32:51: Boredom1:36:06: Living Around Elderly People1:42:14: Pete Buttigieg1:45:57: Being a Role Model1:48:26: Young People's Future1:52:46: Scott Banister and Lessons for Her Kids1:55:35: "It Just Doesn't Matter" And Who Pulls the StringsKey LinksCyan - by Kevin Gee and Dan Scott - Cloud ValleyCyan Banister — From Homeless and Broke to Top Angel Investor - Tim FerrissInvesting for a Higher Purpose - Invest like the BestBobby McFerrinUniversity of Texas at Austin 2014 Commencement Address - Admiral William H. McRavenExample of Motion and Bobby's performanceThe Magic Glasses - Frank HarrisMy Life and Loves - Frank HarrisLee JacobsBILL MURRAY TALKS ABOUT THE PAINTING THAT SAVED HIS LIFEThe Diamond Age: Or, a Young Lady's Illustrated Primer - Neal Stephenson | GoodreadsIt Just Doesn't Matter! - Meatballs (1979)‎The Razor's Edge (1984)Bill Murray gives a surprising and meaningful answer you might not expect. (Charlie Rose)Dialectic 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

The Chopping Block: Tom Lee the New Saylor? DAT Consolidation, Token Wrappers Under Fire

DAT mania meets market reality. Tom Lee becomes the face of ETH as BitMine amasses 1.5% of supply and mNAV premiums start to collapse. We break down Japan’s MetaPlanet tax arbitrage, SharpLink’s buyback tactics, and the coming wave of DAT M&A. Plus: Robinhood launches tokenized stocks in Europe using Arbitrum, the WFE fires a warning shot, and Stylus lets fintech devs go Rust-first onchain. 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, Arbitrum’s AJ Warner (Chief Strategy Officer at Offchain Labs) joins to unpack the rise (and potential fall) of Digital Asset Treasuries (DATs), as Tom Lee emerges as Ethereum’s public face and BitMine amasses 1.5% of ETH. We dive into the collapse of mNAV premiums, Japan’s MetaPlanet tax arbitrage, and the looming consolidation of subscale DATs. Plus: Robinhood launches tokenized stocks in the EU on Arbitrum, AJ shares the roadmap for Robinhood Chain, and we debate whether token wrappers, buybacks, and DAT M&A mark the next era of crypto capital markets. Show highlights 🔹 Tom Lee’s ETH Blitz – How BitMine amassed 1.5% of the ETH supply, why Tom Lee says ETH could flip BTC, and how he’s become the “face of Ethereum.” 🔹 mNAV Compression Across DATs – Big-name DATs (BitMine, MicroStrategy) hold premiums; smaller ones trend toward par or discounts. 🔹 Japan’s MetaPlanet Tax Arbitrage – Why MetaPlanet trades at 2.5–3× NAV: stock taxation loopholes vs. crypto income tax rates in Japan. 🔹 DAT Buybacks, Activism & M&A – SharpLink’s buyback plan, potential for hostile takeovers, and speculation around “DAT piracy.” 🔹 One-DAT-per-Alt Endgame – Why most new DATs are failing, the shift to consolidation, and why each token may only support one treasury long-term. 🔹 Staking ETFs vs DATs – DATs can stake nearly 100% of assets; ETFs are constrained by redemptions and liquidity windows. 🔹 Corporate Tax Drag & Onchain Yield – Trade-offs between tax efficiency and flexibility in corporate vs. ETF structures. 🔹 WFE vs. Tokenized Stocks – Global exchange lobby attacks third-party wrappers as misleading “tokenized stocks” lacking shareholder protections. 🔹 Robinhood’s Tokenized Stock Rollout – Launching in the EU under MiCA, built on Arbitrum One, with a full Robinhood Chain to follow. 🔹 Stylus & Arbitrum Stack Strategy – Why Rust/C/C++ compatibility on Arbitrum helped win the Robinhood deal; flexibility for fintech devs. 🔹 Hyperliquid’s Bridge to Arbitrum – $5B+ in assets sourced via Arbitrum; why Arbitrum’s partner-first posture beats chasing L3s. 🔹 DATs as the New CMOs – How charismatic leaders like Tom Lee and Saylor act as public-facing evangelists for their ecosystems.

Build Your AI Assistant with Gemini in 5 Minutes ⚡️

In this episode, we’re back after our Summer holidays break with a deep dive into Google’s latest breakthrough: Gemini’s Gem Manager. This new tool lets anyone build a fully custom AI assistant in under five minutes, no coding needed. We explore how this free, user-friendly platform is set to transform personal productivity, work, education, and more. Plus, we discuss privacy concerns, potential challenges, and why this marks a huge step toward making AI personal and practical for everyone. Tune in to find out how AI is becoming truly accessible and what it means for you. Prefer reading? Dive into all the links and resources here: https://paragraph.com/@trustmebroshow/build-your-ai-assistant-with-gemini-in-5-minutes 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!

#16 Lord Epsylon: Hacktivismo, Cypherpunks en español, SolarNetHub y Oasis

En este episodio de Frecuencia Común hablamos con Lord Epsylon, figura imprescindible del hacktivismo hispano y referente de la autonomía digital desde los márgenes del sistema. Exploramos su universo: desde el laboratorio 03c8.net, donde se cruzan criptografía, arte y software libre; hasta SolarNetHub, una propuesta de redes energéticamente autónomas y descentralizadas. También abordamos Oasis, un proyecto experimental que plantea nuevas formas de conexión y organización entre comunidades libres. Un diálogo sincero con alguien que lleva años construyendo fuera de los focos, tejiendo infraestructura libre, visión crítica y pasión por lo común. 💬 Únete a la conversación en Farcaster: /comun /mun 🌐 Descubre más en: https://munstd.xyz 🔥 Mintea el episodio o apóyanos en nuestro HyperSub: https://hypersub.xyz/s/comun-1fzafqd1sb6yo 🎧 Escúchalo en Pods.media: https://pods.media/frecuencia-comun

Ronin Transitions To Ethereum L2

Ronin announces plans to transition into an Ethereum L2. Sign-In with Ethereum is now final. And Base plans to integrate ENSIP-19 for Basenames. Read more: https://ethdaily.io/763 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

ETH Dives, Talent Arrives: GM Farcaster ep277 Friday, August 15, 2025

ETH Dives, Talent Arrives: GM Farcaster ep277 Friday, August 15, 2025   From our ChatGPT Intern: Nounish Prof and Adrienne tried to rally their personal followings to rescue GM Farcaster’s Twitter from obscurity, while coping with the cruel reality that their clips are invisible on Base like they pissed off the algo gods. ETH teased an all-time high before faceplanting, Farcaster protocol fees went into Coinbase custody like responsible crypto adults, and Talent Protocol arrived just in time to watch them question whether cross-shard communication is a thing—or a trap.  Full Show Notes and Links on YouTube 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 0:04:09 FC news0:15:46 Base App news0:20:24 more FC news 0:30:58 Talent Protocol0:47:37 even more FC news

The ETH Opportunity: Why SharpLink Is All-In

Joseph Chalom is Co-CEO at SharpLink and Jason Linehan is Chief Strategy Officer at Consensys. In this episode, we unpack what Joseph refers to as The ETH Opportunity and why SharpLink is all-in with their ETH treasury offering, SBET. From Joseph’s background at BlackRock to SharpLink’s mission to offer exposure to ETH and ETH yield in the public markets, this conversation explores why Ethereum sits at the center of digital asset adoption and why the moment to accumulate ETH is now. We also discuss The Trustware Report outlining the investment case for ETH, how SharpLink’s approach differs from an ETH ETF, and why institutional investors are increasingly drawn to ETH over BTC. ------ 🔗 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 INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE https://institutional.puffer.fi/ 📈⁠ RUMPEL⁠ | TURN POINTS INTO PROFITS https://www.rumpel.xyz/ ------ Timestamps 0:00 - Intro 7:22 - Joseph’s journey from BlackRock to SharpLink 11:09 - Jason’s role and experience at ConsenSys 13:15 - The importance of Ethereum and ETH for investors 19:07 - Why Joe joined SharpLink 21:35 - The Trustware Report 29:02 - The ETH Opportunity 34:07 - Sponsor break 35:17 - SharpLink’s edge over an ETH ETF 37:58 - The urgency to accumulate ETH 39:49 - Why focus on ETH over BTC as a treasury asset? 45:28 - Understanding DeFi and its institutional adoption 49:23 - Sponsor break 50:48 - Ways SharpLink raises capital to buy more ETH 55:37 - Leveraging institutional relationships to grow SharpLink 56:57 - Strategic partnership between SharpLink and Consensys 59:38 - Why SharpLink is working with Linea L2 1:02:58 - Closing ------ 🔗 Guest Links 🔗 ► SharpLink website: https://www.sharplink.com/ ► SharpLink on X: https://x.com/sharplinkgaming ► Joseph Chalom on X: https://x.com/joechalom ► Jason Linehan on X: https://x.com/0x81B ► Trustware Report: https://consensys.io/ethereum/trust ------ 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 both hold ETH and SBET. 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 Chopping Block: Corpo Chains, Monero’s AI Vampire Attack, and DAT Mania

Altcoin season meets corporate blockchains as Circle and Stripe launch their own L1s, Monero suffers the biggest 51% attack in history (powered by an AI named “Garth”), and the crew debates whether the DAT boom is heading toward equilibrium or mania. 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. In this episode, the crew dives into the surprising altcoin rally and asks whether ETH still counts as an alt. The big news: Circle unveils Arc, Stripe leaks Tempo — and crypto Twitter is not impressed. We explore why major fintechs are launching their own chains instead of using Ethereum L2s, and whether stablecoin-centric blockchains are the future or just profit grabs. Then: the wildest headline of the week — Monero gets hit with a 51% attack by Qubic, a project training an AI called “Garth,” in what might be the largest attack of its kind. We break down the game theory, the proof-of-work vs. proof-of-stake debate, and what this foreshadows for Bitcoin’s security decades from now. Also: Trump’s executive order opens the door for crypto in 401(k) plans, we speculate about a future GPU debt market crisis, and dissect the state of play in Digital Asset Treasuries (DATs) — including whether yield advantages over staking ETFs mean we’re only halfway to mania.

Ethereum Turns 10

On this week's episode of MARS, Matthew & Rizzle talk about Ethereum turning 10. Tldr; the finance bros, weirdos, and artists are all somehow stuck together onchain, and that's awesome. Shout-outs & Shots-fired: @ethereumfndn @vitalikbuterin @cryptokitties @zora @fx_hash_ @artblocks_io @kanemayfield @flyfrog3d @mfnkl

#53 - @shawmakesmagic

Creator of the ElizaOS agent framework

Grants, Tokens, Streams: Evolving How We Fund Builders

In this episode of The Optimism Show, Kris Gligoroski sits down with Ruben from OB Dollar to explore the structural flaws in grant-based funding for onchain builders. The discussion highlights issues like OP token volatility, delayed payouts, and the overdependence on retroactive rewards. Ruben outlines potential alternatives—including real-time funding streams via Drips and Superfluid, milestone-based incentives, and treasury-backed loans—that offer more predictable and sustainable support. The conversation also touches on Superchain dynamics, funding politics, and the often-overlooked offchain work required to grow the ecosystem. A timely look at how funding models in Web3 are evolving. 00:08 – Real-time funding with Drips & Superfluid 02:22 – The limits of retroactive rewards 05:31 – OP token volatility & builder risk 07:33 – Marketing incentives vs. builder pay 10:59 – Grants vs. sustainable project timelines 14:40 – What onchain metrics don’t capture 16:15 – Balancing builder needs & investor goals 18:15 – Superchain politics & funding power dynamics 20:01 – Final message: collective care ≠ optional Connect with Ruben: Twitter/X: https://x.com/optimisticUSD Website: https://obdollar.xyz Connect with Kris: Warpcast: https://warpcast.com/thekris LinkedIn: / thekrispartne For sponsorships and collaborations: Email: pod@optimism.show DISCLAIMER: This episode does not constitute financial advice. Web3, DAOs, and decentralized tools carry risk. Always do your own research (DYOR).

Why ETH Is The Best Way To Bet On The Stablecoin Boom

Maria Shen is a General Partner and Sanjay Shah is in Research at Electric Capital. In this episode, we break down Electric Capital's latest report on how the growth of stablecoins drives demand for ETH. We unpack why Ethereum the network is best positioned to serve global demand for stablecoins, its current dominance in stablecoin liquidity, how ETH’s status as a reserve asset and store of value is accelerating with demand for stablecoins, and why holding ETH may be the easiest, simplest way to get exposure to stablecoin growth over the next decade. ------ 🔗 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 5:36 - Background on Electric Capital 7:21 - Why write this Ethereum stablecoin report 9:29 - Outsized demand globally for dollar-pegged stablecoins 10:59 - Why Ethereum is the best network for stablecoin demand 15:48 - The value of decentralization on Ethereum 22:52 - Sponsor break 24:02 - How ETH becomes a reserve asset and SoV 27:29 - ETH DATs accelerating demand for ETH 30:27 - Beginning to connect ETH and stablecoin growth 36:02 - Sponsor break 37:39 - Challenges to replicate Ethereum’s stablecoin flywheel 44:10 - Risks to Electric Capital’s thesis for ETH 48:25 - The role of L2s in the Ethereum stablecoin flywheel 50:41 - Closing ------ 🔗 Guest Links 🔗 ► Electric Capital website: https://www.electriccapital.com/ ► Beyond Stablecoins, The Case for Ethereum Report: https://electriccapital.substack.com/p/beyond-stablecoins-the-case-for-ethereum ► Electric Capital on X: https://x.com/electriccapital ► Maria on X: https://x.com/mariashen ► Sanjay on X: https://x.com/sanjaypshah ------ 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 Electric Capital all hold ETH. 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.

Bits + Bips: Why Investors Are Looking at the Jobs Data All Wrong

Last week’s macroeconomic data came with a twist: a massive job downward revision from the Bureau of Labor Statistics. But is it a recession signal, or just statistical noise? In this episode of Bits + Bips, Ben Werkman, chief investment officer at Swan Bitcoin, joins hosts Ram Ahluwalia, Noelle Acheson, and Steve Ehrlich to examine why markets shrugged off the data, and what it means for crypto. The panel also discusses: Whether markets are mispricing macro risk How Strategy’s latest capital raise may reflect rising treasury company risk The future of tokenized equity and how Coinbase could unlock private market value New regulatory signals suggesting the U.S. may allow banks to hold crypto The rise of “super apps” blending payments, trading, and custody

Building User-Centric Products on Solana with Jito | Hayden Tsutsui + Dr. Nick Almond

Follow Rubicon Podcast: https://x.com/Rubicon_pod Produced by Proof of Coverage Media: https://x.com/Proof_Coverage Hersh and Dawufi sit down with Dr. Nick Almond and Hayden Tsutsui from Jito to explore decentralized governance, validator infrastructure on Solana, and the future of user control. They discuss the impact of a world without Jito, the mechanics behind Just-In-Time Ordering, and how it enables more deterministic execution for users and better rewards for validators. Dr. Nick shares insights on governance design, highlighting the importance of subsidiarity and the limits of token-based systems. The conversation also touches on Solana’s collaborative developer culture and the growing need for strong privacy protections in the digital age. Timestamps: 00:00 - Introduction 02:04 - Hayden's Background in Crypto and Trading 05:06 - Dr. Nick's Journey from Physics to Crypto 08:09 - Decentralized Governance in Academia 11:03 - Understanding JITO: Just-In-Time Ordering 13:23 - Impact of JITO on the Solana Ecosystem 16:15 - User Experience Without JITO 19:49 - JITO's Role in Economic Layer of Solana 22:01 - Building on JITO: Opportunities for Developers 24:17 - The Importance of User Control in Opacity 27:04 - Privacy and Data Security Concerns 30:52 - The Need for Privacy Technology 33:00 - Selective Information Disclosure in Governance 34:40 - The Public Governance Trap in DAOs 40:19 - Governance Optimization vs. Minimization 42:49 - Challenges of Token-Based Governance 45:03 - Pragmatism in Governance Systems 46:16 - Decentralization vs. Leadership in Crypto 48:14 - Cultural Dynamics in the Solana Ecosystem Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

Burr, Betrmint, and a rewards reshuffle: GM Farcaster ep275 Wednesday, August 6, 2025

Burr, Betrmint, and a rewards reshuffle: GM Farcaster ep275 Wednesday, August 6, 2025   From our ChatGPT Intern: Melissa Burr ante’d up in Adrienne’s seat and went all-in on Betrmint updates, leaderboard lore, and the Farcaster rewards reshuffle that has everyone folding or raising eyebrows. With poker metaphors flying and wallet experiments on the table, she played a sharp hand—proving once again that Farcaster is where crypto culture meets community chaos, with a side of JOMO.  Full Show Notes and Links on YouTube 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 0:03:30 FC news0:19:43 barmstrong AMA0:28:08 creator coins0:38:39 betrmint 0:45:30 betr together winners

Uniswap / Butter / Optimism - How Conditional Funding Markets Are Changing Crypto Governance

What if grant funding was no longer decided behind closed doors—but by the market itself? In this episode, the Uniswap Foundation teams up with Optimism, Butter, and key voices in Ethereum governance to explore Conditional Funding Markets (CFMs) and Futarchy. These new on-chain mechanisms allow participants to “bet on beliefs” with real or reputational skin in the game—creating more transparent, scalable, and data-driven ways to allocate capital across the decentralized ecosystem.   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

Hot Dogs, Dog Mayors, and Mini App flexing: GM Farcaster ep274 Monday, August 4, 2025

Hot Dogs, Dog Mayors, and Mini App flexing: GM Farcaster ep274 Monday, August 4, 2025   From our ChatGPT Intern: Today’s GM Farcaster was a caffeine-fueled sprint through hot dog FOMO, mini app flexing, and a mayor who is literally a golden retriever. Adrienne debugged code live from happy hour while Prof tried—and failed—to open the GMFC mini app live, all while Degen burns, balloon pops, and the ghost of Roundshaunted the timeline like a forgotten grant program.  Full Show Notes and Links on YouTube 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.

Happy Birthday Ethereum: GM Farcaster ep272 Wednesday, July 30, 2025

Happy Birthday Ethereum: GM Farcaster ep272 Wednesday, July 30, 2025   From our ChatGPT Intern: Ethereum turned 10, and GM Farcaster threw a party complete with purple exploding coffee cups, mini app hacks, and a nostalgic nod to CryptoKitties. Between birthday NFTs and Vitalik live streams, the crew covered the first-ever Farcaster mini app scam—thankfully it only cost users three bucks and a mildcase of existential dread.  Full Show Notes and Links on YouTube 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 0:02:11 Happy Birthday Eth!0:07:22 FC news

Fest FOMO, Poker Drama & Trippy PFPs — A Very Farcaster Friday: GM Farcaster ep273 Friday, August 1, 2025

Fest FOMO, Poker Drama & Trippy PFPs — A Very Farcaster Friday: GM Farcaster ep273 Friday, August 1, 2025   From our ChatGPT Intern: The hosts of GM Farcaster celebrated Fest season with virtual nostalgia, Blackbird app reviews, and poker stress therapy while lamenting that animated PFPs still haunt Android users like GIF-wielding ghosts. DWR proved once again that he can drop mic-worthy answers in fewer words than most people use to order coffee, while everyone is bidding wildly on digital collectibles that double as life advice: “You must be comfortable with unexpected failures.”  Full Show Notes and Links on YouTube 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.

Poker, Pinball, and CreatorDAO bridging web2 to web3: GM Farcaster ep271 Monday, July 28, 2025

Poker, Pinball, and CreatorDAO bridging web2 to web3: GM Farcaster ep271 Monday, July 28, 2025 with @joincreatordao  Thank you CreatorDAO for popping by to share this new initiative to support content creators! Visit creatordao.com/ to learn more!   From our ChatGPT Intern: GM Farcaster broadcasted from a backup mom-cave and rolled out a buffet of Farcaster lore, poker invites, and Zora-induced chaos—including Jack Butcher accidentally launching a coin by logging in. Between leaderboard drama, pinball with Warpee, and a cube-holding mini app, it was like attending a DAO-themed Renaissance fair... if the fair had NFTs, creator coins, and a suspicious lackof dragons.  Full Show Notes and Links on YouTube  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 0:03:15 FC news0:25:01 CreatorDAO

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