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The Edge Podcast

DeFi Dad and Nomatic interview crypto investors and builders about DeFi protocols, onchain markets, and investment theses.

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The Edge PodcastEN · 52 min

From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC

DeFi DadNomaticArpan Gautam

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.