PERSON DIRECTORY
Nomatic
Host of The Edge Podcast. Nomatic appears in 3 indexed conversations across The Edge Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier
Strata brings TradFi-style risk tranching on-chain, splitting DeFi yields into senior protection and junior first-loss exposure as exotic yield sources become risk products.USDe seniors earn 2.8% and juniors 6.6% at a 75/25 TVL split; a 105% coverage threshold limits senior capacity, while isolated-strategy tranching for illiquid AAA-rated private credit is expected in 3–4 weeks.
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.
From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC
sUSN has outperformed Ethena, Resolv, Cap, USDai, and Sky through an allocator spanning DeFi, CeFi, and TradFi.With funding-rate arbitrage at a standstill, capital is shifting toward credit and CLOs; Accountable proof-of-solvency differentiates Noon, while First Brands fraud and tentative institutions remain key risks.