YIELD TALKS: Catching Up On The State of Stacks DeFi

Tycho Onnasch is a contributor to Stacks, Stacking DAO, and Zest Protocol. In this episode, we catch up on the state of DeFi on Bitcoin L2 Stacks. Speaking with the top DeFi protocol on Stacks, we learn how Stacking DAO is unlocking new yield opportunities, how stSTX will deliver liquid stacking rewards in sBTC, and why Stacks TVL is more than ready to grow. ------ 🔗 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 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS 📈 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 🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE ------ Timestamps 0:00 - Intro 0:51 - What is Stacks? 2:30 - Difference between a Bitcoin sidechain vs L2 4:42 - How performant is Stacks now? 6:51 - Sponsor pre-roll 9:16 - What is Stacking DAO? 10:49 - Stacking STX manually vs stSTX LST 12:16 - Stacking DAO points program 14:36 - Best stSTX yields 16:17 - stSTX value accrual + new sBTC yield 19:10 - Mantle and GOAT Network mid-roll 20:20 - Will Stacks Foundation begin bootstrapping new TVL? 21:50 - Satoshi AI agent on Stacks 23:30 - Tycho’s favorite DeFi yields on Stacks 24:49 - Are stablecoin yields elevated on Stacks due to Ethena? 26:06 - Closing + What will grow Stacks TVL to $1B? 29:15 - When will stSTX support yield in sBTC? ------ 🔗 Guest Links 🔗 ► Stacks website: https://stacks.co/ ► Stacking DAO website: https://www.stackingdao.com/ ► Stacking DAO on X/Twitter: https://x.com/StackingDAO ► Tycho on X/Twitter: https://x.com/TychoOnnasch ------ 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 was an angel investor in Stacking DAO. 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.

Jai Prasad is the CoFounder of DEFINITIVE. In this episode, we review our favorite app to trade onchain, an institutional-grade trading platform built for DeFi by the team who built products for Coinbase customers such as Michael Saylor, BlackRock, and Tesla. Thanks to a proprietary off-chain engine and non-custodial smart contracts, DEFINITIVE empowers users like us with unparalleled trade execution, advanced order types onchain, and gasless trading on a chain-abstracted app. We learn why DEFINITIVE is being used by the biggest crypto institutional traders, hedge funds, whales, and everyday DeFi power-users like ourselves. ------ 🔗 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 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS 📈 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 🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE ------ Timestamps 0:00 - Intro 4:21 - Jai’s background 9:19 - What problems DEFINITIVE addresses? 11:01 - What value does DEFINITIVE offer us as traders onchain? 15:15 - What makes DEFINITIVE so special? 22:04 - Nomatic and DeFi Dad’s feedback trading on DEFINITIVE 26:28 - Why use a TWAP order? 27:16 - Mantle mid-roll 27:55 - How will DEFINITIVE support Hyperliquid? 30:17 - Who uses DEFINITIVE? 35:28 - Moonwell & GOAT Network mid-roll 36:35 - Best execution for trades onchain 38:20 - 9-figure monthly trade volume 39:11 - Support for AI agents trading coming 40:53 - Who does DEFINITIVE compete with? 43:15 - EDGE points program and future DEFINITIVE token 45:10 - Closing ------ 🔗 Guest Links 🔗 ► DEFINITIVE website (referral): https://app.definitive.fi/r/DEFIDAD ► DEFINITIVE on X/Twitter: https://x.com/definitivefi ► Jai on X/Twitter: https://x.com/jai_prasad17 ------ 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 Nomatic are angels in DEFINITIVE. 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.

kmets is a Core Contributor to f(x) Protocol. In this episode, we dive into f(x) Protocol’s V2 launch offering 10X non-liquidatable leverage with no funding fees, high USD-based yields, and a seamless trading experience on blue-chip assets. Discover how V2 improves leverage consistency, supports key collateral types, and what’s next for the protocol, including BTC leverage and L2 expansion. ------ 🔗 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 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS 📈 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 🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE ------ Timestamps 0:00 - Intro 1:28 - What is f(x) protocol? 8:28 - How to open a position and how it works in V2? 12:55 - Sponsor break 15:20 - Is our leverage in V2 more consistent than in V1? 17:04 - Collateral types accepted for opening V2 positions 19:47 - How does f(x) offer no funding fees or liquidations for traders? 22:58 - f(x) Stability Pool yield 26:10 - Migrating phase + when will V2 be open to new positions? 28:32 - Can a choppy market degrade your leveraged exposure in V2? 30:20 - Sponsor break 31:30 - When will f(x) move to an L2? 32:55 - Thoughts on future forks of f(x) V2 38:17 - When will f(x) V2 leverage support BTC? 39:52 - V2 value accrual for FXN 42:50 - Closing ------ 🔗 Guest Links 🔗 ► f(x) Protocol website: https://fx.aladdin.club/ ► f(x) Protocol on X/Twitter: https://x.com/protocol_fx ► kmets on X/Twitter: https://x.com/kmets_ ------ 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.

Patrick is the Creator of Dynamo DeFi and Stephen is the Founder of DeFi Dojo. In this year-end episode, we review who are the biggest winners of DeFi in 2024 and what we can expect next in 2025! From Solana DeFi's breakout year to Base’s remarkable growth onchain, we dive into all the protocols, trends, and narratives that defined this part of the cycle. We discuss Ethena’s tokenized basis trade, Hyperliquid’s explosive volume, the rise of RWAs, ether.fi's lead in liquid restaking, and the killer apps driving adoption, including memecoins and tokenized AI agents. Plus, we explore emerging opportunities in liquid tokens, innovative primitives like Instadapp Fluid, and the regulatory shifts that could shape DeFi’s future. ------ 🔗 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 ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS ♦️ 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 5:22 - DeFi Winners in 2024 5:44 - Pendle and Ethena’s big year 9:31 - Base and Aerodrome’s remarkable growth 10:53 - Solana’s best year yet 11:48 - pump.fun finds product-market fit 12:56 - Hyperliquid’s trade volume goes parabolic 21:01 - ether.fi leads among LRTs and is top 5 by TVL 27:19 - Stephen’s leveraged stake loop strategy for eETH on Aave 30:15 - Kamino and Jupiter were Solana kings of DeFi 35:05 - Why JLP is such a powerful money lego? 38:30 - Mantle mid-roll 39:11 - Why Instadapp Fluid is a next-gen primitive 47:00 - Usual launches a community-owned competitor to USDT 50:54 - RWAs prove being a winner this cycle 52:56 - Degens love T-bill-backed yields and protocols 54:54 - Moonwell mid-roll 55:27 - Memecoins are one of DeFi’s killer apps 58:42 - Tokenized AI agents lead the bull run into 2025 1:10:03 - The impact of friendlier DeFi regulation in 2025 1:13:18 - Opportunity in liquid DeFi tokens 1:19:21 - BTCfi had a big year but still promises huge growth ahead 1:22:03 - Closing ------ 🔗 Guest Links 🔗 ► Dynamo DeFi website: https://dynamodefi.com/ ► Patrick on X/Twitter: https://x.com/dynamo_patrick ► DeFi Dojo website: https://whop.com/defi-dojo/ ► Stephen on X/Twitter: https://x.com/phtevenstrong ------ 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.

MilliΞ is the CoFounder of Truemarkets. In this episode, we explore why decentralized prediction markets are still in the early innings of development and how they will redefine forecasting global events and uncovering truth. We also learn how Truemarkets is addressing key challenges in dispute resolution, integrating AI for permissionless market creation, and implementing a token to accelerate early community involvement in the success of their platform. NOTE: We recorded this episode just before the US election results in November 2024, but the conversation is still just as relevant post-election. If you hear any comments related to the election, we were still uncertain who would win and whether Polymarket's results would prove to be a leading indicator for voter sentiment in the election. ------ 🔗 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 4:37 - MilliΞ’s background 10:55 - MilliΞ’s conviction for holding ETH 22:40 - What is a prediction market? 29:16 - Mantle mid-roll 29:57 - What will draw new users to PMs in between US elections? 38:02 - What is Truemarkets? 45:19 - Moonwell mid-roll 45:51 - How Truemarkets will approach dispute resolution 53:21 - Permissionless creation of prediction markets 1:03:42 - Roadmap, Patron NFTs, and future TRUE token 1:14:54 - Editor’s note on Patron NFT mint details + secondary market 1:17:26 - Closing ------ 🔗 Guest Links 🔗 ► Truemarkets Website: https://truemarkets.org/ ► Truemarkets on X/Twitter: https://x.com/truemarketsorg ► MilliΞ on X/Twitter: https://x.com/llamaonthebrink ► Truemarkets Patron NFT page and links to secondary markets: https://truemarkets.org/patron-nft ------ 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 did not participate in the Patron NFT mint but did buy Patron NFTs on the secondary market between when we recorded this podcast and published it. 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.

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.