Moonwell's Comeback Story: Building DeFi For Everyone On Base

Thomas is the CoFounder of Arcadia Finance. In this episode of Yield Talks, we dive into Arcadia Finance and its one-click strategies for leveraged liquidity positions, automated vault strategies, and lending on Base. Join us as we explore how Arcadia's innovative leveraged LPs, directional strategies, and new upcoming features are offering users next-gen DeFi yield optimization. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 1:07 - Why build Arcadia Finance? 5:42 - Why launch Arcadia on Base? 7:55 - Sponsor mid-roll 10:50 - How leveraged liquidity positions work 14:42 - Risks of leveraged LPs 16:17 - Which leveraged LPs have performed best? 18:04 - How Arcadia Strategies work 20:51 - Arcadia bullish and bearish directional strategies 22:32 - Lending yields on Arcadia 25:22 - Mantle mid-roll 26:03 - How will Arcadia grow liquidity 28:40 - Arcadia points program + future token 31:57 - New features coming to Arcadia 33:58 - The effect of a market pullback on Arcadia users 35:45 - Closing + new strategies coming ------ 🔗 Guest Links 🔗 ► Arcadia Finance Website: https://arcadia.finance/ ► Arcadia on X/Twitter: https://x.com/arcadiafi ► Thomas on X/Twitter: https://x.com/ThmsSmts ------ 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.

Ryan Rasmussen is the Head of Research at Bitwise. It’s a holiday tradition every December on The Edge Podcast to explore Bitwise’s bold predictions for crypto in the year ahead! Join us as we dive into their top 10 forecasts for the new year, from BTC reaching $200,000 to Coinbase surpassing Charles Schwab as the most valuable brokerage in the world to stablecoins doubling to $400B. With insights on the future of crypto adoption, DeFi, and real-world assets, this episode is packed with thought-provoking predictions and industry-shaping trends. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 5:31 - What is Bitwise? 7:52 - Reviewing and scoring Bitwise’s 2024 predictions 26:04 - Prediction 1, new all time high prices 28:18 - Thoughts on future US BTC reserve 31:28 - Why DeFi Dad believes ETH could reach $12k 34:18 - Why SOL could see a new all time high 37:17 - Mantle mid-roll 37:58 - Prediction 2, BTC ETF inflows greater in 2025 42:36 - Is this time different with ETFs live? 45:37 - Prediction 3, Coinbase surpasses Charles Schwab 49:07 - Prediction 4, five crypto unicorns will go public 51:02 - Prediction 5, AI agent memecoin mania 55:07 - Moonwell mid-roll 55:40 - Prediction 6, number of countries holding BTC doubles 58:29 - Prediction 7, COIN enters SPX, MSTR enters NDX 1:05:46 - Prediction 8, 401(k) plans ape into crypto 1:09:01 - Prediction 9, stablecoins double to $400B 1:12:08 - Prediction 10, value of RWAs surpasses $50B 1:14:19 - Bonus prediction, BTC mcap will surpass gold in 2029 1:16:13 - Closing ------ 🔗 Guest Links 🔗 ► Bitwise Website: https://bitwiseinvestments.com/ ► Bitwise on X/Twitter: https://x.com/BitwiseInvest ► Ryan Rasmussen on X/Twitter: https://x.com/rasterlyrock ► Bitwise Top 10 Predictions for 2025: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025 ------ 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. DeFi Dad and Ryan hold BTC, ETH, and SOL. Nomatic holds BTC and ETH, among other tokens. 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.

Austin King is the CoFounder of Omni Network and CEO of Omni Labs. In this episode, we discuss how Omni Network is reuniting Ethereum's L2 scaling ecosystem. With Omni's Core Mainnet live, we explore how Omni empowers developers to access users and liquidity across all rollups, without smart contract upgrades. This conversation covers why Austin's team at Omni believes the solution is more obvious than ever to fixing what's been broken for DeFi users navigating L2s and what we can expect from a more united Ethereum UX in 2025, while maintaining the benefits of maximum decentralization. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 5:01 - What is Omni Network? 6:15 - Austin’s previous work and how it led to Omni 8:13 - Ethereum is scaling but “in an uncomfortable stage” 9:54 - Ethereum’s vision is clearer than CT gives it credit 11:54 - Unf*ck Ethereum campaign 13:16 - How does Omni unf*ck Ethereum? 15:18 - Reception to this campaign 17:16 - Maximalists are loyalists and why we need them 20:33 - How Omni Network works? 24:16 - Incentivizing Omni Network solvers 25:18 - Example how DeFi users will benefit from Omni 26:34 - How will Omni solvers serve larger liquidity 28:43 - What’s live with Omni Core Mainnet? 29:39 - Benefits of Everclear and Omni working together 30:47 - What if EF enshrined infra overlapping with Omni? 32:55 - Mantle mid-roll 33:36 - How could/will Uniswap participate in Omni? 36:12 - Thoughts on based rollups vs Omni Network scaling solution 39:10 - When will the benefits of Omni be obvious to DeFi users? 41:32 - OMNI token utility 42:03 - Addressing cynics of Omni Network 48:16 - Closing ------ 🔗 Guest Links 🔗 ► Omni Network Website: https://omni.network/ ► Omni on X/Twitter: https://x.com/OmniFDN ► Austin on X/Twitter: https://x.com/0xASK ------ 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.

Jared and Jiang are Core Contributors at Neutral Trade. In this episode of Yield Talks, we explore Neutral Trade, a protocol bringing hedge fund strategies onchain for anyone to access permissionlessly. Learn how their JLP-powered strategies have delivered sustainable double-digit real yields on assets such as USDC, SOL, ETH, and wBTC, and what’s next for the protocol. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH BUILT-IN NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 1:32 - What is Neutral Trade? 3:50 - Background of Neutral Trade team 6:54 - What is JLP and how Neutral Trade strategies offers real yield? 14:08 - Partner mid-roll 16:45 - How does Neutral Trade earn double-digit real yields for USDC, SOL, ETH, and wBTC? 23:15 - Who/what executes Neutral Trade strategies onchain? 25:43 - What could hamper the performance of these JLP-based strategies? 31:38 - Mantle mid-roll 32:19 - Future Neutral Trade token and points program 33:37 - Would Neutral Trade ever tokenize a basis trade like Ethena? 34:20 - Will you ever incorporate AI agents creating strategies? 37:27 - Risks to using Neutral Trade 41:21 - Closing + New strategies coming ------ 🔗 Guest Links 🔗 ► Neutral Trade Website: https://www.neutral.trade/ ► Neutral on X/Twitter: https://x.com/TradeNeutral ► Jiang on X/Twitter: https://x.com/jiangjenga ------ 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. DeFi Dad is an investor in Neutral Trade. 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.

Weekee (aka everythingempty) is the CoFounder of Virtuals Protocol. In this episode, we unpack how co-ownership of AI agents has taken the crypto markets by storm. We discuss the massive addressable market for tokenized AI agents, what is the Virtuals Fair Launch platform, why they focus so much on recruiting top AI talent, how AI talent can monetize their research with Virtuals, and what's the role of the VIRTUAL token in this groundbreaking new ecosystem. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH BUILT-IN NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 4:44 - Origin of Virtuals Protocol 11:16 - What is Virtuals? 14:20 - How Virtuals works? 17:16 - How measure demand for AI agent 19:32 - Recruiting reputable AI talent to launch on Virtuals 23:31 - The Virtuals Fair Launch Platform 27:14 - Mantle mid-roll 27:55 - Why Virtuals has developed in-house IP 33:22 - Does Luna A/B test strategies and how do agents learn? 35:03 - Do agents have an edge with better AI researchers? 38:37 - VIRTUAL token utility 41:14 - Pricing the total addressable market for Virtual 46:44 - Why Virtual focuses on early access to quality AI builders 49:23 - The power of permissionlessness 52:29 - What’s aixbt and why does it such a hit on CT? 54:25 - Closing and what’s next ------ 🔗 Guest Links 🔗 ► Virtuals Website: https://virtuals.io/ ► Virtuals on X/Twitter: https://x.com/virtuals_io ► everythingempty on X/Twitter: https://x.com/everythingempt0 ► aixbt on X/Twitter: https://x.com/aixbt_agent ► Luna on X/Twitter: https://x.com/luna_virtuals ------ 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. Nomatic holds VIRTUAL, LUNA, and AIXBT as of this recording. 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.

Charlie Pyle is the Founder of Hourglass, Mike Silagadze is the CoFounder of ether.fi, and Maksym Repa is the DeFi Lead at Lombard. In this episode of Yield Talks, we dive deep into Hourglass, a protocol growing sticky liquidity for protocols through time-bound staking. We explore how Hourglass markets provide new leverage and liquidity for assets like eBTC, eETH, and LBTC through Hourglass Boost, along with deeper liquidity for leveraged airdrop farming thanks to Hourglass RFQ. If you're a Pendle degen, you're going to want to learn more about how Hourglass works. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER FINANCE | A LEADING INNOVATOR IN LIQUID RESTAKING, BASED ROLLUPS, AND AVS'S 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 1:50 - Why build Hourglass? 4:10 - How Hourglass time-boosted staking works vs Pendle 7:20 - How Hourglass market-makers help create new liquidity 10:25 - RedStone Oracles and Puffer Finance mid-roll 12:15 - ether.fi’s use of Hourglass 13:30 - What is Lombard LBTC and why do they use Hourglass? 18:11 - Why Hourglass uses a system of orderbooks and an RFQ system 22:52 - Mantle mid-roll 23:33 - Comparing buying points on Pendle vs Hourglass 25:11 - What’s next on Hourglass roadmap? 28:01 - Hourglass points system 28:52 - Advice for other protocols considering Hourglass 31:05 - Thoughts on longer durations 32:02 - eBTC 34:04 - Closing ------ 🔗 Guest Links 🔗 ► Hourglass Website: https://hourglass.com/ ► Hourglass on X/Twitter: https://x.com/hourglasshq ► Charlie Pyle on X/Twitter: https://x.com/charlie_pyle ► ether.fi on X/Twitter: https://x.com/ether_fi ► Mike Silagadze on X/Twitter: https://x.com/mikesilagadze ► Lombard on X/Twitter: https://x.com/lombard_finance ► Maksym Repa on X/Twitter: https://x.com/Maksym_Web3 ------ 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.

Kalos is the CoFounder of Parallel and Adrian is Head of Data & AI. In this episode, we discover how Wayfinder, the omni-chain AI agent network, is reshaping how we as crypto holders and AI interact with blockchains. From AI agents transacting seamlessly onchain to the utility of the PROMPT token, we explore its groundbreaking potential in DeFi. Plus, an update on Wayfinder's public launch in Q1 2025 and its sister AI game, Colony! ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER FINANCE | A LEADING INNOVATOR IN LIQUID RESTAKING, BASED ROLLUPS, AND AVS'S 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ------ Timestamps 0:00 - Intro 4:26 - Origin of Wayfinder 13:01 - Demo of Wayfinder 15:13 - Wayfinder alpha in public testing 17:11 - How Wayfinder AI agents work for us 24:25 - Wayfinder is your AI private banker 27:03 - How will dapp developers work with AI agents 29:29 - Mantle mid-roll 30:10 - How will an AI agent leverage Wayfinder 36:42 - The most capable model specific to crypto 38:48 - How can users trust AI agents? 42:19 - How the Wayfinder ecosystem graph works 44:48 - PROMPT token utility 49:57 - Caching PRIME for PROMPT and value accrual 56:26 - Update on Parallel TCG and Colony 1:08:26 - Closing ------ 🔗 Guest Links 🔗 ► Wayfinder Website: https://wayfinder.ai/ ► Wayfinder on X/Twitter: https://x.com/AIWayfinder ► Wayfinder Demo on X/Twitter: https://x.com/templecrash/status/1854282529995469151 ► Parallel on X/Twitter: https://x.com/paralleltcg ► Kalos on X/Twitter: https://x.com/templecrash ------ 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. DeFi Dad holds PRIME and is caching PRIME for PROMPT as of this recording. 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.

Peter Volnov is the CoFounder of HOT Labs. In this episode, we learn how HOT Wallet grew to 26 million unique wallets including 10M wallets on the TON blockchain, and why the next generation of crypto users may no longer have to worry about which blockchain they’re using. Discover how HOT Wallet is redefining the crypto user experience through gamification, blockchain-agnostic apps, and a seamless Telegram integration. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER FINANCE | A LEADING INNOVATOR IN LIQUID RESTAKING, BASED ROLLUPS, AND AVS'S ------ Timestamps 0:00 - Intro 3:58 - Origin of HOT Protocol 7:59 - Where do HOT Wallet users come from? 12:32 - HOT Protocol vs HOT Wallet 15:56 - Telegram is the onramp to new crypto wallet users 20:17 - What apps do HOT wallet users use? 24:44 - Gamifying HOT wallet UX 28:25 - Which chains HOT wallet supports 28:44 - Mantle mid-roll 29:25 - What economic value might NEAR capture from HOT wallet usage? 32:27 - Which chain is home to HOT Protocol and will there be a HOT token? 36:36 - How will the crypto UX change with chain abstraction? 40:44 - Thoughts on Pavel Durov’s arrest 42:14 - Can HOT Protocol make apps blockchain-agnostic? 45:44 - Closing ------ 🔗 Guest Links 🔗 ► HOT Labs Website: https://hot-labs.org/ ► HOT Protocol on X/Twitter: https://x.com/hotdao_ ► Peter Volnov on X/Twitter: https://x.com/p_volnov ------ 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.

Nigel Eccles is the Founder and former CEO of FanDuel, and now the Founder/CEO at BetHog. In this episode, Nigel shares his journey through the intense regulatory battles that defined FanDuel’s rise, what drew him to crypto despite similar challenges, and why he believes building on a blockchain (Solana) offers the perfect design space for the future of gambling and sports betting. We also explore how BetHog—his new crypto-native casino and sportsbook—sets itself apart from traditional platforms and the unique opportunities building onchain brings to the table. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER FINANCE | A LEADING INNOVATOR IN LIQUID RESTAKING, BASED ROLLUPS, AND AVS'S ------ Timestamps 0:00 - Intro 3:07 - Background 4:49 - History of DFS battling regulators 8:27 - How did FanDuel ensure regulation didn’t kill DFS? 15:17 - Why does Web3 offer a better design space for betting? 20:38 - What do we need to bring more betting onchain? 24:05 - Thoughts on Polymarket and prediction markets 31:29 - Mantle mid-roll 32:10 - Why Nigel’s a fan of memecoins 39:58 - What is BetHog? 44:15 - What's possible with GambleFi built onchain? 46:40 - Betting on crypto native users vs net new users 48:58 - Why BetHog launched on Solana 52:17 - The challenge vs opportunity as a builder with new networks 59:39 - Puffer Finance mid-roll 1:00:24 - Ideas for community building with BetHog 1:03:17 - Lessons from FanDuel for BetHog 1:07:10 - Closing ------ 🔗 Guest Links 🔗 ► BetHog Website: https://www.bethog.com/ ► BetHog on X/Twitter: https://x.com/playBetHog ► BetDEX on X/Twitter: https://x.com/betdexlabs ► Nigel Eccles on X/Twitter: https://x.com/nigeleccles ------ 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.

Dan is the Head of Growth at Pendle Finance. In this Yield Talks, we explore Boros, Pendle’s highly anticipated new protocol for yield trading with margin. Discover how Boros unlocks capital-efficient opportunities for hedging and speculation by enabling leveraged trading on yields, starting with funding rates. We’ll discuss the unique use cases Boros introduces, its role in extending yield trading across DeFi and TradFi, and how it integrates with Pendle’s ecosystem. If you’re curious about the future of onchain yield trading and what this innovation means for DeFi, this episode is for you. ------ 🔗 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.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 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER FINANCE | A LEADING INNOVATOR IN LIQUID RESTAKING, BASED ROLLUPS, AND AVS'S ------ Timestamps 0:00 - Intro 1:42 - Why Pendle built Boros? 5:00 - Yield trading with margin explained 7:43- Example trading funding rates 11:42 - When will Boros go live and who are the target users? 15:34 - Summer.fi, RedStone Oracle, Puffer Finance mid-roll 17:58 - Will Boros rely on the points meta? 21:45 - Which networks will Boros launch on? 23:56 - Tokenomics tied to Boros 28:01 - Mantle mid-roll 28:42 - Where will Boros value accrue to? 30:34 - Details for airdrop to vePENDLE holders 32:09 - Closing ------ 🔗 Guest Links 🔗 ► Pendle Website: https://pendle.finance ► Pendle on X/Twitter: https://x.com/pendle_fi ► Dan on X/Twitter: https://x.com/DDangleDan ► Pendle blog post on Boros: https://medium.com/pendle/boros-by-pendle-yield-trading-with-margin-63d026dc7399 ------ 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.