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Collector since June 18, 2024

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A Beginner’s Guide To ETH Treasury Companies

Kyle Reidhead is the Founder of Impact3 and Co-Owner of The Milk Road. In this episode, we provide a comprehensive guide on ETH treasury companies, publicly traded firms focused on acquiring and staking ETH for their balance sheets, while tapping into DeFi to earn yield. We explore how these firms raise capital to buy more ETH, how staking/DeFi differentiates them from BTC treasury companies, why metrics like mNAV, share count, and ETH purchase-to-issuance ratio matter, and how this new Wall Street phenomenon is driving an outsized bid to buy a shrinking supply of ETH. ------ 🔗 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 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - Is it a DAT or ETH treasury company? 19:23 - What is mNAV and how the premium trades 23:54 - How publicly traded companies pivot to ETH DATs 29:11 - Importance of share count 31:26 - Sponsor break 32:36 - How ETH DATs raise money to buy more ETH 39:02 - Staking and DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - The shift with ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 59:29 - Sponsor break 1:01:05 - Key takeaways from recent talks with Joe Lubin 1:05:17 - BTCS is a standout as an operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing ------ 🔗 Guest Links 🔗 ► Strategic ETH Reserve website: https://strategicethreserve.xyz/ ► Crypto Treasuries website: https://cryptotreasuries.com/ ► Milk Road website: https://milkroad.com/ ► Milk Road on X: https://x.com/MilkRoadDaily ► Impact3 website: https://impact3.co/ ► Impact3 on X: https://x.com/Impact3Growth ► Kyle on X: https://x.com/kyleReidhead ------ 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. Kyle, DeFi Dad, and Nomatic all hold ETH and SBET. Kyle also holds BTCS. 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.

23: Tamara Winter - Tacit Trust & Caring Curiosity

Tamara Winter (X) is the Commissioning Editor of Stripe Press, where she exercises her taste to identify the knowledge and "ideas for progress" that matter most in alignment with Stripe's mission: to increase the GDP of the internet."Tammy" worked at the Charter Cities Institute and the Mercatus Center at George Mason University, which is chaired by Tyler Cowen. Tammy is obsessed with tacit knowledge and the illegible parts of the world that actually support so much of our lives, work, and societies. This includes taste, charisma, relationships, and a wide-range of load-bearing infrastructure that supports healthy and trustful societies, from small-talk and manners to hidden forces that prevent anti-social behavior and maintain safe places to live and work.We discuss this and more, including how she selects the ideas worthy of Stripe's audience, her unique career path, her refreshing take on agency, her standards for herself, reading and writing, and how she chooses how to spend her time. Above all, Tammy's incredible love of other people shines throughout the conversation.Full episode transcript with all linked references: https://dialectic.fm/tamara-winterTimestamps2:09: Taste, absorbtion, and influences10:54: Deploying your taste15:49: Ideas that matter and taking yourself seriously22:13: Aesthetics24:16: Choosing Teachers and Authors28:15: Charisma & delightfullness privilege34:59: Living a relational life44:07: Trust, social scaffolding, and small talk51:01: Erosion of social norms, low-trust environments, and load-bearing infrastructure1:02:17: Cultural arson and the dark sides of "you can just do things"1:15:44: The healthy kind of agency1:20:45: Tammy's N-of-1 path and who she aspires to rhyme with1:28:38: Red herrings of success and focusing on outcomes1:32:22: Assortive everything1:37:52: Personal and professional standards1:43:06: Journaling, great writing, and audience1:57:29: Reading & BiographiesKey Links:The Art of Doing Science and Engineering - Richard HammingOn Self-Respect - Joan DidionScaling People - Claire Hughes JohnsonHigh Growth Handbook - Elad GilVirginia Woolf on MontaigneAva on TammyOld Enough!Sort By Controversial - Scott Alexander (Scissor Statements)Scarf tweetTammy's advice to young peopleAn Elegant Puzzle - Will LarsonInteractThe Making of Prince of Persia - Jordan MechnerFrank Sinatra Has a Cold - Gay TaleseWhy not inquire together more? - Tyler CowenThe Common Reader - Henry OliverIn Five Years - Rebecca SerleWalt Disney: The Triumph of the American Imagination - Neal GablerUp from Slavery - Booker T. WashingtonAnna: The Biography - Amy OdellThe Rise of Theodore Roosevelt - Edmund MorrisBrian JacquesA Pattern Language - Christopher W. AlexanderDialectic 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

How Revnets Are Rewriting the Rules of Onchain Businesses With Jango

This week we sat down with Jango, the creator behind Juicebox, to dive deep into the world of revnets—a novel approach to tokenizing business models and aligning incentives across builders, investors, and customers in Web3. We explore the shortcomings of traditional business models and typical tokens, and how the revenant model turns the tables by making your customers true stakeholders in your success. You'll hear about the origins of Juicebox, the journey from experiment to essential DAO fundraising tool, and how Jango's obsession with programmable business models led to a whole new way of thinking about revenue, loyalty, and transparency on-chain. If you’ve ever wondered how a modern on-chain business can sustain itself, align all parties, and drive collaborative growth, this conversation is for you. Jango unpacks how revnets work—think automatic, immutable, revenue-backed tokens—and shares practical examples, including his own experiences launching projects like the Banny PFP collection. With insights into decentralized governance, the future of open-source funding. 00:00 Discussing Juicebox's Accidental Origins 10:00 Token Fundraising and Governance Challenges 13:57 Token Incentives and Revenue Growth 20:22 Towards Inclusive Consumer Engagement 23:16 Decentralized Business Funding Evolution 29:38 Revnets: Launching Omni-Chain Tokens 34:47 Banny Revnet: DAO Cartoon Shopping Experience 44:26 Perpetual Halvening and Revenue Shares 45:33 Revenue Redistribution Strategy Evaluation 54:32 Token Loan Network Cashout Dynamics 58:45 Revnet Platforms and Tokenization 01:03:55 Debate on Token Structure 01:07:01 Exploring Tech Trade-offs ___ CastOff/Episode Discussion, here (https://t.me/+oy6j0NBQObsyZjEx). Support the show (https://hypersub.withfabric.xyz/s/onchainalien) Want to give me feedback on this podcast? Please click here (https://tally.so/r/3NpGqW).

DevNTell Builder Series - Fostering Economic Development On-Chain with Locale Network feat. Founder Trez

In this special builder series edition of DevNTell we're joined by Trez whose the founder of Locale Network. Locale Network is nn ecosystem on L3 Data Networks called City-Chains. Focusing on Economic development through DePIN, DeFi, and Smart City services. Viewers of this DevNTell will see Trez give an exciting talk around the history of community cooperatives, parallel currencies, and their vision to bridge Web3 liquidity to local communities for a modern spin on age-old economic development models. Brought to you by our friends at Arbitrum DAO (00:00) Introduction (01:41) Sponsor Message (02:21) Guest Introduction: Trez from Locale Network (02:53) Trez's Background and Journey into Crypto (05:09) Locale Network: Vision and Mission (12:21) Smart Cities and Data Networks (14:31) Locale Network's Practical Applications (18:11) Pilot Programs and Future Expansion (19:47) Community Involvement and Open Source Development (25:41) Walkthrough of the Locale Network Wallet — GUEST & HOST 🤝 Trez, Founder @ Locale Network - https://x.com/0xTrxz 🤝 Narb, DevNTell Host @ Developer DAO - https://x.com/narb_s — Sponsor To help support this podcast, build your next dApp using Arbitrum ℹ️ Docs: https://devdao.to/arbitrum ℹ️ Tutorials: https://devdao.to/arbitrum — RESOURCES Episode Links ℹ️ Locale Network Docs - https://docs.locale.cash/ ℹ️ Locale Network X Account - https://x.com/LocaleNet 🗞️ Subscribe to our Newsletter - https://devdao.to/yt-newsletter 📆 Sign-up for FREE workshops & events - https://devdao.to/yt-events 🤝 Partner with Developer DAO - https://devdao.to/partner-with-us 😎 Follow us on X - https://devdao.to/yt-twitter 🎥 Sign Up to Showcase your Project DevNTell - https://devdao.to/devntell-signup

OBUSD: Stability for Builders, Backed by Grants.

Imagine a world where building on a blockchain doesn’t mean waiting forever for money. Meet OBUSD, the big helper for builders in 2025. Instead of making developers wait a long time for grant money, OBUSD offers a smart way to get needed money quickly.Here's how it works: Builders put in stablecoins, like USDC, into OBUSD. It’s not just about keeping money safe—it’s about making more money through DeFi lending pools. The extra money made is shared with projects that need it, giving builders money when they need it most. "You don’t have to wait anymore – OBUSD makes it automatic," says Ruben from OBUSD.What makes OBUSD special is how it uses attestations and endorsements. This makes getting money simpler. When a project gets a grant okay and some thumbs-up from Optimism citizens, it gets monthly money, making things much easier for builders. But OBUSD is more than just a tool—it’s a team builder. By sharing money among projects, it turns tough times into team efforts. Builders aren’t alone; they're on a team, sharing ideas and help through the OBUSD platform.In a world where old ways of grants can’t keep up with fast changes, OBUSD gives a new way that isn’t just about hope, but real support. It’s a step to a better, friendly future for building on blockchains.Is OBUSD the future of getting money? Its smart way makes it a question worth thinking about. Connect with Ruben: Twitter/X: https://x.com/optimisticUSD Website: https://obdollar.xyz Connect with Kris: Warpcast: https://warpcast.com/thekris LinkedIn: https://linkedin.com/in/thekrispartner 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).