Hyunsu Jung is CIO and Board Member at Hyperion. Max Fiege is an Advisor to Hyperion and a prominent Hyperliquid investor.

In this episode, we speak with the team behind Hyperion (formerly Eyenovia), the first NASDAQ-listed company to adopt HYPE as a crypto treasury reserve, diving into their recent $50M investment, HYPE staking plans, and a vision to become a leading validator on Hyperliquid.

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🔗 Essential Show Links 🔗

► 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 | THE LEADING MODULAR BLOCKCHAIN ORACLE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
1:08 - Background for a HYPE reserve pubco
4:00 - Sponsor break
5:55 - The meaning of a crypto treasury reserve pubco
8:13 - Why focus on HYPE?
11:36 - What goes behind the scenes to create a crypto reserve pubco?
13:42 - Team size for average pubco like Hyperion
16:27 - Who is HYPD designed for?
18:30 - Sponsor break
19:12 - Finding competitive edge offchain
21:29 - Would Hyperion ever sell options?
22:38 - Partnership for staking HYPE with Kinetiq
28:23 - How Hyperion could tap into HIP-3
31:22 - Sponsor break
33:01 - Potential DeFi strategies for Hyperion
36:36 - How will Hyperion differ from other HYPE treasury pubcos?
38:10 - Where might mNAV land for future crypto treasury pubcos?
41:25 - Closing

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🔗 Guest Links 🔗

► Hyperion website: http://hyperiondefi.com/
► Hyperion on X: https://x.com/HyperionDeFi
► Max on X: https://x.com/fiege_max

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Nomatic holds HYPE. 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.

In this episode, DeFi Dad and Nomatic break down Robinhood’s recent announcement around Robinhood Chain built with Arbitrum and Ethereum, plus their new perps trading, staking support, and stock token trading, and what it all means for the next wave of crypto adoption.

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🔗 Essential Show Links 🔗

► 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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

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Timestamps

0:00 - Intro
6:14 - Why the Robinhood crypto app never appealed to me
8:49 - Stock tokens on Ethereum L2 Arbitrum + Robinhood Chain
17:41 - Private company stock tokens
20:56 - Sponsor break
20:38 - Will tokenization standards be an issue for stock tokens?
25:13 - Reflecting on where we are since DeFi Summer
26:59 - Robinhood perpetual futures live for EU customers
31:20 - ETH and SOL staking is live in-app
32:40 - Impact of regulatory change in US
34:47 - Positioning for DeFi and crypto growth to go parabolic
37:14 - Sponsor break
38:35 - Could Robinhood/Coinbase lean into the ETH treasury trend?
42:29 - Closing

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🔗 Guest Links 🔗

► Robinhood announcement: https://newsroom.aboutrobinhood.com/robinhood-launches-stock-tokens-reveals-layer-2-blockchain-and-expands-crypto-suite-in-eu-and-us-with-perpetual-futures-and-staking/
► Robinhood livestream on X: https://x.com/RobinhoodApp/status/1939701274217460047

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic both hold ETH and SOL. 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.

Tomasz Stańczak is the Founder of Nethermind and now Co-Executive Director at the Ethereum Foundation.

In this episode, the Ethereum Foundation’s new Co-Executive Director shares his vision for Ethereum’s next decade--covering L1 scaling, the evolving role of the EF, treasury policy, and how Ethereum can stay essential in an AI-powered world.

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🔗 Essential Show Links 🔗

► 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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

------
Timestamps

0:00 – Intro
6:35 – Tomasz’s Path to EF Leadership
16:46 – EF’s Legacy Role vs. Today’s Mission
22:34 – How Regulation Shapes Ethereum & Crypto
27:36 – Sponsor Break
28:17 – Ethereum’s Top Priorities: L1 Scaling, Blobs & UX
39:08 – Will Ethereum Accrue Value if L2s Win?
43:49 – Sponsor Break
45:28 – Inside EF’s New Treasury Policy
49:24 – New Collaboration Models: Etherealize & Beyond
52:58 – Ethereum + AI: What’s Possible?
1:04:03 – What Success Looks Like in 10 Years
1:09:57 – Closing

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🔗 Guest Links 🔗

► Ethereum website: https://ethereum.org/
► EF website: https://ethereum.foundation/
► Ethereum on X: https://x.com/ethereum
► EF on X: https://x.com/ethereumfndn
► Tomasz on X: https://x.com/tkstanczak

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Both DeFi Dad and Nomatic hold ETH. 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.

In this special crossover episode, we take the hot seat as guests for the first time, to talk about why we remain so bullish on DeFi!

Guided by Wallfacer Podcast host Ryan Rodenbaugh, we cover a wide range of investor topics including how Bitcoin’s ideological roots still shape today’s industry, why Ethereum and ETH remain fundamentally undervalued, the growing tension between narratives and reality in crypto, and how our perspective as DeFi users informs how we invest as angels. We even share some of the actual protocols and tokens we’ve been allocating to, something we rarely do in such detail.

Special thanks to our friend Ryan for hosting! He is the CoFounder & CEO of Wallfacer Labs, the team behind vaults.fyi, connecting users directly to 500+ DeFi vaults across 50+ protocols and 10+ blockchain networks. Ryan was kind enough to originally invite us on The Wallfacer Podcast and then allow us to republish this episode for our own audience.

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🔗 Essential Show Links 🔗

► 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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

------
Timestamps

0:00 - Intro
5:37 - Our start in crypto
16:46 - How our roots in Bitcoin grounds us
21:46 - Bitcoin vs Ethereum vs high-performance L1 ideologies
30:05 - Sponsor break
30:46 - Ethereum and ETH’s bright path ahead
41:24 - All investments start with our POV as users
47:58 - Pros and cons of narratives over reality
54:33 - Notable winners from DeFi 1.0 to now
1:08:18 - Sponsor break
1:09:57 - What needs to happen for DeFi tokens to reprice?
1:22:44 - DeFi ideas, protocols, tokens we’ve bet on recently
1:40:46 - Closing

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🔗 Guest Links 🔗

► vaults.fyi website: https://vaults.fyi/
► vaults.fyi on X : https://x.com/vaultsfyi
► Ryan on X: https://x.com/ryanrodenbaugh
► Wallfacer Labs on X: https://x.com/wallfacerlabs
► Subscribe to The Wallfacer Podcast: https://podcasts.apple.com/us/podcast/wallfacer-podcast/id1709530326

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts 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.

Cole Kennelly is the Founder and CEO at Volmex Labs.

In this episode, we dive into how Volmex created the first crypto-native volatility indices, BVIV and EVIV, and how traders can now measure, track, and even trade crypto market volatility using tools modeled after the VIX.

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🔗 Essential Show Links 🔗

► 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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

------
Timestamps

0:00 - Intro
1:06 - Cole’s background
2:33 - The importance of volatility in crypto
4:41 - Sponsor break
7:39 - Why crypto needs Volmex indices?
9:49 - Overview of Volmex indices
12:39 - Will Volmex ever support perps for trading funding rates?
13:24 - How are investors using Volmex?
17:16 - DEX/CEX interest in perps for Volmex indices
21:46 - The perseverance to find product-market fit
27:12 - Sponsor break
29:12 - Trends in BVIV, EVIV, SVIV
33:33 - Understanding Volmex Prime Rate Indices (VPR)
35:50 - What is tradeable onchain?
38:04 - Future Volmex token and points program
40:46 - What’s next in Volmex roadmap?
42:48 - Closing

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🔗 Guest Links 🔗

► Volmex website: https://volmex.finance/
► Volmex Foundation website: https://charts.volmex.finance/
► Volmex on X: https://x.com/volmexfinance
► Volmex Foundation on X: https://x.com/VolmexFDN
► Cole on X: https://x.com/ColeGotTweets

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. 4RC invested in Volmex's seed round in 2021. 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.

Sam MacPherson is CEO at Phoenix Labs, a service provider to Spark.

In this episode, we explore how one of the top 5 largest DeFi protocols scaled to billions in liquidity onchain without a token, and why its upcoming SPK launch, RWA strategy, and “not a bank” campaign prove it’s just getting started.

EDITOR'S NOTE: Since recording, liquidity deposited into Spark grew from $3.6B to $4B.

------
🔗 Essential Show Links 🔗

► 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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

------
Timestamps

0:00 - Intro
5:55 - Start at Maker
12:40 - Spark spinning out of Maker
17:07 - The Spark product suite
21:11 - Capacity to onramp another $20B
23:21 - Serious interest in yield from institutions
25:28 - Sponsor break
26:09 - Spark’s interest in lending to institutions like BlackRock
28:50 - Strategy for the stablecoin boom
31:19 - Web2 partners will offer access to Spark yields
32:26 - Spark’s interest in more RWAs
37:24 - Sponsor break
39:03 - Who decides where SLL will allocate capital?
44:25 - Spark is not a bank
49:11 - SPK TGE, Pendle campaign, and airdrop
51:46 - Rewarding legacy Spark users
52:44 - Sam’s vision for Spark
54:22 - Closing

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🔗 Guest Links 🔗

► Spark website: https://spark.fi/
► Spark Data Hub website: https://data.spark.fi/
► Spark on X: https://x.com/sparkdotfinance
► Sam on X: https://x.com/hexonaut

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. As of the recording, DeFi Dad and Nomatic are holding YT-USDS on Pendle, expiring August 13, 2025. 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.

Jack O'Holleran is the CoFounder of SKALE and CEO at SKALE Labs.

In this episode, Jack breaks down why they built FAIR, a new L1 blockchain designed to eliminate MEV at the consensus level and unlock a new wave of AI and DeFi applications.

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🔗 Essential Show Links 🔗

► 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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

------
Timestamps

0:00 - Intro
7:01 - Jack’s background
12:52 - Building in crypto under hostile regulators vs today
18:14 - Mission behind SKALE
20:10 - Why build FAIR?
21:42 - Early traction with SKALE
24:08 - Sponsor break
24:49 - How 0 gas fees work on SKALE
27:02 - What is BITE Protocol and why MEV is bad for users?
29:05 - Thoughts on REV
32:58 - What’s the connection between SKALE and FAIR?
35:49 - Is FAIR its own L1 or could it work alongside Ethereum?
37:43 - How will FAIR attract users?
41:10 - Sponsor break
42:49 - What new products might be possible on FAIR?
45:53 - Which users should look at FAIR?
47:16 - Did retail ever return this cycle?
49:02 - Why this time is different for crypto / DeFi adoption?
53:22 - FAIR Testnet and what’s next?
54:56 - Closing

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🔗 Guest Links 🔗

► FAIR website: https://www.fairchain.ai/
► SKALE website: https://skale.space/
► FAIR on X: https://x.com/FAIR_Blockchain
► SKALE on X: https://x.com/SkaleNetwork
► Jack on X: https://x.com/jackoholleran

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts 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.