PERSON DIRECTORY
DeFi Dad
Host of The Edge Podcast. DeFi Dad appears in 36 indexed conversations across The Edge Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis
Capital is concentrating in businesses with usage, revenue and tokenholder alignment, as Hyperliquid’s roughly 99% buyback model raises token-economics and disclosure standards.Kyle favors Venice’s VVV and selected digital-asset treasuries, while expecting a K-shaped cycle where roughly 90% fail and strong alts can rise even if BTC ranges around $90,000-$100,000.
Is It Time To Buy Back Into Crypto?
Ram Ahluwalia says crypto’s bottom is likely in after Scott Bessent’s yen and reverse-repo intervention met crowded positioning, triggering a short squeeze.He calls it a rally to the mean, with sustainability hinging on product innovation, regulatory clarity, and on-chain implementation; Hyperliquid is his clearest crypto long, while he prioritizes AI over crypto.