[BidClub_]

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.

36 EPISODES1 SHOW
4 episodes1 active
Language
The Edge PodcastEN · 73 min

Octav Founder Shares His DeFi Playbook: Options, Uniswap LPs, and Tokenized Stocks

DeFi DadNomaticMathieu Baril

Tokenized equities let retail users borrow against one NVIDIA share, pairing familiar collateral with DeFi composability.Baril says scarce Uniswap liquidity at Robinhood’s launch earned roughly $75,000–$80,000 in two weeks at 3–5% fees, until competitors undercut them at 1%.Falling prices increase LP risky-asset inventory, so fixed-premium puts help only when pool fees cover their cost.

The Edge PodcastEN · 52 min

Is It Time to Buy ENA? Ethena Pay, The Equity Basis Trade, and The Token Cleanup

DeFi DadLito

Ethena Pay pairs a non-custodial, chain-abstracted global neobank with USDe’s yield engine, targeting balance monetization as net interest margins contribute 37% of Robinhood’s revenue and about 25% of Revolut’s.Equity-basis trading is expected in “literally a few days,” while ENA’s remaining investor vesting was accelerated to October 5 as described at recording; over 10,000 awaited access and a US launch was targeted in three to four weeks.

The Edge PodcastEN · 54 min

Is It Time To Buy Back Into Crypto?

DeFi DadRam Ahluwalia

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.

The Edge PodcastEN · 47 min

How Saturn Is Tokenizing Michael Saylor's 11.5% STRC Bitcoin Yield for DeFi | DeFi Frontier

DeFi DadNomaticEllis OsbornKevin Li

Saturn is bringing Strategy’s 11.5% Bitcoin-backed STRC “Stretch” preferred on-chain, with global access, 4–6x leverage through Morpho/Aave, and composable Pendle and Strata products.An internal model sees $500 billion to $1 trillion by 2035 if Bitcoin reaches about $1 million, while sUSDAT passes through depeg losses and requires 3–7 days to unstake.