Liquity V2: A BOLD Step Forward For A DeFi Pioneer

Evgeny Gokhberg is the Founder and Managing Partner at Re7 Capital. In this episode, we explore how institutional strategies are shaping the future of DeFi. From managing risk and optimizing yields to navigating liquid tokens, venture investments, and even memecoins, we cover it all. We also dive into Re7’s involvement with modular protocols like Morpho and Euler, shedding light on the evolving role of curated vaults. Whether you're curious about crypto venture trends or wondering if we're on the cusp of a bull run, this episode has something for every DeFi enthusiast. ------ 🔗 Essential Show Links 🔗 ► Edge 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH ------ Timestamps 0:00 - Intro 4:23 - Origins in crypto 6:39 - What is Re7 Capital? 8:08 - Approach to DeFi yield strategies 10:49 - Managing risk on behalf of investors 13:38 - Thoughts on Pendle 16:07 - Rules for DeFi risk management 21:00 - FBTC mid-roll 21:42 - Liquid token investing 26:54 - Liquid vs venture investments 28:40 - Is crypto venture broken? 33:38 - Memecoin investing 36:40 - OTC markets 38:37 - Puffer mid-roll 39:02 - The role of vault curators in Morpho, Euler 46:28 - Closing + Are we in a bull run? ------ 🔗 Guest Links 🔗 ► Re7 Website: https://re7.capital ► Re7 on Twitter: https://x.com/Re7Capital ► Evgeny on Twitter: https://x.com/evgeny_re7 ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 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.

We produce this live recording weekly on Twitter/X, where we deep dive into the most promising DeFi yields and primitives. In this episode, we talk about the emergence of BTCFi with 4 key players who are building at the heart of it. What does it look like now, where can people find yield and where is this yield coming from? ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH ------ Timestamps 0:00 - Intro 2:05 - What is BTCFi and what is Merlin? 4:47 - How Merlin is building off BTC restaking mania 7:32 - What is Solv Staking Abstraction Layer (SAL)? 9:37 - How RedStone Oracles supports BTCFi 14:08 - Why Pendle launched BTC pools? 18:39 - Summer.fi mid-roll 19:16 - How big is BTCFi in Asia? 24:54 - Different communities embrace BTCFi differently 27:16 - FBTC mid-roll 28:39 - Is Coinbase cbBTC bullish or bearish for Bitcoin L2s? 33:08 - Is this just the start for more BTCFi yields? 37:33 - Closing ------ 🔗 Guest Links 🔗 ► Pendle Finance: https://pendle.finance/ ► Dan on Twitter: https://x.com/ddangledan ► Merlin Chain: https://merlinchain.io/ ► Jeff on Twitter: https://x.com/bitmaptech ► Solv Finance: https://solv.finance/ ► Jing on Twitter: https://x.com/jx_solv ► RedStone Oracles: https://redstone.finance/ ► Marcin on Twitter: https://x.com/Marcin_Kaz13 ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of the hosts. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are angel investors in RedStone and Solv. 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.

Carson Cook and Manuel are Core Contributors at Tokemak. In this episode, we review the newly launched Tokemak Autopools, including how they simplify liquidity provisions (LPs), how they autonomously rebalance to earn the best yields in DeFi, and how these new ETH Autopools compare to other yield products on the market. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH ------ Timestamps 0:00 - Intro 3:33 - Tokemak V1 4:21 - Lessons from V1 6:33 - The problem with manual LPing 9:04 - What are Tokemak Autopilot and Autopools? 12:46 - The power of using ERC-4626 15:24 - Designing for composability 17:07 - FBTC mid-roll 17:48 - How Autopools work? 20:47 - How often do Autopools rebalance? 24:23 - Initial choices for 3 live Autopools 27:08 - Comparing Autopools to other yield products 29:30 - Puffer mid-roll 29:55 - How do points play into Autopools? 31:22 - Security for V2 33:12 - Closing ------ 🔗 Guest Links 🔗 ► Tokemak Website: https://tokemak.xyz ► Tokemak on Twitter: https://x.com/tokemakXYZ ► Carson on Twitter: https://x.com/liquiditywizard ► Manuel on Twitter: https://x.com/Archer_MD_ ► Tokemak Autopilot Tutorial: https://www.the-edge.xyz/p/tokemak-autopilot-simplify-lps-and-maximize-yield-with-autopools ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 4RC invested in Tokemak in 2021. 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.

In this live recording we produce weekly on Twitter/X, we deep dive into the most promising DeFi yields and primitives. This week, we review all the latest strategies for yield-trading, fixed interest lending, YTs, and liquidity provisions on Pendle Finance. It's packed with all the alpha we need to be Pendle pros! The audio is less optimal in parts so thanks for your patience listening! ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH ------ Timestamps 0:00 - Intro 1:27 - How Pendle works 5:41 - Dynamic between PTs and YTs 10:01 - How does Pendle choose which pools to launch? 11:20 - Timeframe vs APYs 14:07 - Summer.fi, Merlin, RedStone mid-roll 16:13 - YT strategies 20:58 - Liquidity considerations close to maturity 23:53 - Stablecoin yields on Pendle 28:19 - BTCFi on Pendle 31:45 - Mantle mid-roll 32:26 - What are PTs redeemable for? 33:18 - Looping and leverage for PTs 34:53 - Risk-on strategies vs less risky on Pendle 36:36 - Closing ------ 🔗 Guest Links 🔗 ► Pendle Finance: https://pendle.finance/ ► Pendle on Twitter: https://x.com/pendle_fi ► Dan on Twitter: https://x.com/ddangledan ► Pendle Intern on Twitter: https://x.com/pendleintern ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of the hosts. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. 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.

Lucas Campbell is the CoFounder of pods.media. In this episode, we dive into the future of media with a groundbreaking platform bringing podcasts onchain. We explore why onchain media is poised to be the next big wave, offering creators and fans a revolutionary way to publish, discover, and own content. Tune in to hear why we're bullish on onchain media and how it could transform the way we experience and share content. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 4:58 - Background and founding Pods 9:51 - Why we use Pods 12:13 - Why publish on Pods? 13:49 - Lucas's bull case for onchain media 19:17 - How we ran a points campaign with Pods 21:40 - Why everyone wins with Pods 24:56 - Pricing ideas for minting Pods 27:56 - FBTC mid-roll 28:37 - How Pods differs from Web2 31:58 - When will Pods support video? 32:55 - Can podcasters publish via RSS on Pods? 35:50 - How the RSS feed benefits listeners 37:09 - Puffer Finance and Moonbeam mid-roll 38:19 - Why mint on Pods vs listen on Spotify? 41:03 - Why Pods makes so much sense to DeFi Dad 43:13 - Closing ------ 🔗 Guest Links 🔗 ► Pods Website: https://pods.media/ ► Mint this pod on Pods: https://pods.media/edge ► Pods on Twitter: https://x.com/podsdotmedia ► Lucas on Twitter: https://x.com/0x_lucas ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 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.

In this live recording we produce weekly on Twitter/X, we hosted a panel on how Coinbase is supercharging DeFi with cbBTC, with special guest Lukas Staniszewski, Group Product Lead of Crypto and cbBTC PM, along with respected DeFi builders from Aerodrome (Alex Cutler), Morpho (Merlin Egalite), Instadapp Fluid (DMH), Moonwell (Luke Youngblood), and DeFinitive (Dennis Qian). Lukas kindly shares the vision and mission behind why Coinbase built this new wrapped version of BTC while our panel of builders shine on a light on how we as users might leverage our cbBTC across their DeFi apps. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 2:12 - Why develop cbBTC? 5:32 - How does cbBTC fit ito the broader DeFi ecosystem 7:37 - What other chains will cbBTC move to? 9:06 - DeFi Dad’s firsthand experience with cbBTC 10:19 - UX, Custodianship, and Proof of Reserves 15:00 - Can cbBTC onboard more to DeFi? 17:58 - How will Coinbase monetize cbBTC? 20:33 - Thoughts on landscape of tokenized BTC (Aerodrome) 24:43 - What Fluid considered integrating cbBTC 26:44 - Sponsor mid-roll 29:19 - Opportunity to integrate cbBTC at Morpho 32:47 - Integrating support for cbBTC on Moonwell 38:14 - What has failed us with other wrapped forms of BTC 41:47 - cbBTC yields on Aerodrome 45:42 - cbBTC yields on Fluid 47:51 - Mantle mid-roll 48:33 - cbBTC yields on Morpho 50:31 - cbBTC yields on Moonwell 53:24 - cbBTC yields on DeFinitive 55:17 - Closing and what’s next ------ 🔗 Guest Links 🔗 ► Coinbase Blog on cbBTC: https://www.coinbase.com/blog/coinbase-wrapped-btc-cbbtc-is-now-live ► Coinbase on Twitter: https://x.com/coinbase ► Lukas Staniszewski on Twitter: https://x.com/call_me_lukas ► Alex Cutler on Twitter: https://x.com/wagmiAlexander ► Merlin Egalite on Twitter: https://x.com/MerlinEgalite ► DMH on Twitter: https://x.com/DeFi_Made_Here ► Luke Youngblood on Twitter: https://x.com/LukeYoungblood ► Dennis Qian on Twitter: https://x.com/dennis_qian ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of the hosts. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. 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.

Michael Svoboda is CEO at Liquity AG and Max Fiege is Head of Growth. In this episode, we get an exclusive sneak peek at Liquity V2 and its game-changing innovations set to launch in November. Michael and Max break down how they built this new, unstoppable CDP-based protocol on the foundation of Liquity V1, but with a more capital-efficient borrowing design. Thanks to user-set interest rates, support for LSTs as collateral, and a new sustainable real yield mechanism, Liquity V2 looks nearly ready to issue billions more in DeFi loans and stablecoins. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 5:41 - Why Liquity V2 8:59 - Why the team redesigned initial V2 ideas 11:06 - Will V1 continue to operate on Ethereum? 12:19 - A new stablecoin called BOLD 16:42 - Collaterals for Liquity V2 18:50 - User-set interest rates 25:54 - Can users change interest rates? 27:54 - FBTC mid-roll 28:34 - Potential strategies for Liquity V2 32:19 - New sustainable yield mechanism 35:41 - A new market-driven rate for DeFi 37:28 - Liquity V2 forking strategy 43:07 - What is Protocol Incentivized Liquidity (PIL)? 47:09 - Moonbeam mid-roll 47:54 - Governance-lite design 50:15 - How will Liquity V2 attract users? 53:46 - When V2? / Closing ------ 🔗 Guest Links 🔗 ► Liquity Website: https://www.liquity.org/ ► Liquity V2 Landing Page: https://www.liquity.org/liquity-v2 ► Liquity on Twitter: https://x.com/liquityprotocol ► Michael Svoboda on Twitter: https://x.com/svobodamichael ► Max Fiege on Twitter: https://x.com/fiege_max ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 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.

Mcluvin and Money Intern are Core Contributors at DeFi.Money. In this live recording we produce weekly on Twitter/X, we deep dive into the most promising DeFi yields and primitives. This week, we review a new crvUSD friendly fork called DeFi.Money, aiming to create a new CDP-based stablecoin, currently available on Arbitrum and Optimism. The audio was a bit rougher than usual on Spaces so thanks for your patience listening! ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 1:05 - The vision for DeFi.Money 2:11 - How to mint MONEY and how it works 4:59 - Expanding the crvUSD design to L2s 11:03 - Soft liquidations 15:22 - Sponsor mid-roll 17:17 - Difference in borrowing rates on Arbitrum vs Optimism 19:28 - Moving CDPs between L2s 20:46 - Plans to support Base and cbBTC 26:13 - Ways to earn with MONEY 30:02 - Points and future token airdrop 32:43 - Chain wars 34:59 - Convex may support with liquid lockers 35:26 - Closing ------ 🔗 Guest Links 🔗 ► DeFi.Money Website: https://defi.money/ ► DeFi Money on Twitter: https://x.com/defidotmoney ► Money Intern on Twitter: https://x.com/dotmoneyintern ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of the hosts. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. 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.

Pierre Person and Adli Takkal Bataille are the CoFounders of Usual. In this episode, we review the grand vision behind Usual to rebuild Tether, but one that is fully owned and governed by its users onchain. Although Tether (USDT) and Circle (USDC) generated over $10B in revenue in 2023, none of this wealth is shared with the users who contribute to their success. Meanwhile, Usual sees the opportunity to reimagine Tether as a permissionless, decentralized stablecoin called USD0, along with a product for capturing T-Bill yield called USD0++. With $240M TVL in its first few months, we ask the CoFounders why they're the right team to build it and how we can get involved. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 4:06 - Why we need Usual? 7:42 - What's missing with stablecoins? 10:20 - How Usual works 14:39 - Collateral, USD0, and the USD0 Liquid Bond 18:04 - An aggregator for US T-Bill yield 21:27 - How to mint USD0 24:06 - Does Usual Counter route to best rates for USD0? 25:57 - How USD0 maintains its dollar peg 30:00 - USD0 Liquid Bond (Enhanced T-Bill Yield) 35:58 - FBTC mid-roll 36:39 - Yields available for USD0 or USD0++ 42:45 - Pre-launch Phase, airdrop, and what's next? 46:31 - Moonbeam mid-roll 47:16 - What happens to Usual if we go back to low T-bill yields? 54:34 - Is Usual working with regulators? 58:36 - Closing ------ 🔗 Guest Links 🔗 ► Usual Website: https://usual.money/ ► Usual on Twitter: https://x.com/usualmoney ► Pierre Person on Twitter: https://x.com/Pierr_Person ► Adli Takkal Bataille on Twitter: https://x.com/AdliTB ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 4RC invested in the seed round for Usual. 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.

Proph3t is the anonymous Founder of MetaDAO. In this episode, we discuss one of our favorite trending projects in crypto, MetaDAO, and why the world needs decision-making markets. Inspired by American economist Robert Hanson who proposed the idea back in 2000 to "vote on values, but bet on beliefs," MetaDAO is the first project to put this into practice, where anyone can create, manage, and participate in futarchies. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧙 MERLIN CHAIN | THE RISE OF BITCOIN'S LARGEST LAYER 2 🔥 FBTC | YOUR GATEWAY TO BITCOIN EARNINGS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 3:39 - Founding MetaDAO 5:33 - What is futarchy? 9:00 - Why does Web3 need futarchy? 10:46 - MetaDAO vs Futarchy Protocol 11:24 - Example of decision market for Uniswap fee switch 15:01 - Who are early users of MetaDAO? 16:29 - Could futarchy work for Aave listing collaterals? 19:54 - Comparing MetaDAO vs Polymarket 23:50 - FBTC mid-roll 24:32 - Are MetaDAO decision markets normally a blind bet? 27:43 - Lessons from early users 30:01 - State of MetaDAO expansion 32:30 - What new ideas are being built on decision markets? 34:49 - Drawbacks to this decision markets 38:17 - Manipulation is possible, but not easy 42:50 - Moonbeam mid-roll 43:35 - Feedback from Robin Hanson for MetaDAO 46:30 - Closing 47:09 - MetaDAO to go fully permissionless? ------ 🔗 Guest Links 🔗 ► MetaDAO Website: https://metadao.fi/ ► MetaDAO on Twitter: https://x.com/MetaDAOproject ► Proph3t on Twitter: https://x.com/metaproph3t ► Proph3t's post on MetaDAO: https://x.com/metaproph3t/status/1819173856487395643 ► Robin Hanson's Futarchy Manifesto: https://mason.gmu.edu/~rhanson/futarchy.html ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. 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.