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Collector since April 20, 2024

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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.

Ethereum’s Next Chapter, According to The Foundation’s New Leader

Tomasz Stańczak is the Founder of Nethermind and now Co-Executive Director at the Ethereum Foundation. In this episode, the Ethereum Foundation’s new Co-Executive Director shares his vision for Ethereum’s next decade--covering L1 scaling, the evolving role of the EF, treasury policy, and how Ethereum can stay essential in an AI-powered world. ------ 🔗 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 6:35 – Tomasz’s Path to EF Leadership 16:46 – EF’s Legacy Role vs. Today’s Mission 22:34 – How Regulation Shapes Ethereum & Crypto 27:36 – Sponsor Break 28:17 – Ethereum’s Top Priorities: L1 Scaling, Blobs & UX 39:08 – Will Ethereum Accrue Value if L2s Win? 43:49 – Sponsor Break 45:28 – Inside EF’s New Treasury Policy 49:24 – New Collaboration Models: Etherealize & Beyond 52:58 – Ethereum + AI: What’s Possible? 1:04:03 – What Success Looks Like in 10 Years 1:09:57 – Closing ------ 🔗 Guest Links 🔗 ► Ethereum website: https://ethereum.org/ ► EF website: https://ethereum.foundation/ ► Ethereum on X: https://x.com/ethereum ► EF on X: https://x.com/ethereumfndn ► Tomasz on X: https://x.com/tkstanczak ------ 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 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.

Forget VC: Founders Turn to "Internet Capital Markets"

Will the concept of "Internet Capital Markets" reshape how founders raise capital?  This episode explores the implications of platforms like Believe, which enable app developers to bypass traditional VC funding. Featuring guest co-host Jarrod Dicker, the discussion delves into the challenges and opportunities of this new paradigm, including the tension between short-term speculation and long-term value creation. The conversation examines the evolving dynamics between founders, investors, and users in the crypto ecosystem, and considers how consumer crypto apps might redefine the role of blockchain platforms in the future. This episode unpacks: * How "Internet Capital Markets" might redefine fundraising * Believe’s app-store-style token launch approach * Tokenomics: bonding curves, AMMs, and “quote pair” models * Speculator demand versus compounding network value * Lessons from 2017 ICOs and current regulatory gray areas * Retail token buyers as long-term investors—or not * The extraction dilemma in high-velocity markets * Stablecoins and RWAs as on-ramps to mass adoption * B2B integrations fueling broader crypto consumer apps * Designing token incentives for emotional engagement Chapters: 0:00 — Intro: Bullish outlook on crypto space 5:21 — Internet Capital Markets and token launchers 10:57 — Challenges of expanding the crypto buyer pool 16:14 — Balancing consumer needs with blockchain expectations 21:54 — Potential of micro-transactions in crypto products 27:22 — Impact of consumer crypto apps on market dynamics 32:09 — B2B as gateway for broader consumer adoption 37:55 — Importance of expanding beyond existing crypto users 43:52 — Metrics and transparency in crypto companies 50:40 — Consumer apps challenging L1/L2 blockchain narratives 56:48 — Speculative demand as driver for new users 1:02:16 — Optimism for crypto space despite regulatory challenges Internet Explorers is a weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer Internet experiences. Join us⁠ live on Twitter/X, Fridays 10am PT / 1pm ET. Seed Club Twitter: https://x.com/seedclubhq Apple: https://podcasts.apple.com/us/podcast/internet-explorers/id1756599282 Spotify: https://open.spotify.com/show/6iJk3xZoij7pVhlNbTP9qS?si=4cda0ac044dc4c6a