The ultimate crypto pod to uncover next gen protocols hosted and produced by @DeFi_Dad and @Nomaticcap, subscribe for FREE newsletter at the-edge.xyz

Joined February 2023
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🎙️ Ep 235 is live 🌉 How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi ✨ Featuring @SuperstateInc Founder & CEO @rleshner youtu.be/ZzO2l0rAntw
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This is exactly why crypto will have bipartisan support going forward IMO. The efficiency simply cannot be ignored. Listen to @rleshner of @SuperstateInc break this down 👇
"On Wall St... to administer $20B dollars... That's about... 600 people... half an office building... 29 bank branches... back office, middle office, front office... IT, HR... Defi... is just a 100x improvement..." - @rleshner, talking to @DeFi_Dad and @Nomaticcap
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Why would an asset issuer bother tokenizing? @rleshner breaks down 3 real benefits: 1. A whole new investor base that strongly prefers tokens over spreadsheets 2. Tokenized securities are incredible DeFi collateral, less volatile than most crypto-native assets onchain 3. All the advantages you inherit with 24/7, permissionless, composable DeFi protocols Hundreds of trillions in potential TVL lives off chain...
🎙️ New @Edge_Pod 🌉 How @SuperstateInc Is Building The Bridge Between $700 Trillion In TradFi and DeFi 0:00 - Intro 1:58 - What tokenization actually means? 3:41 - Tokenization is the evolution of DeFi 7:42 - Why Robert built Superstate 12:49 - Benefits for tokenized asset issuers 18:34 - How Superstate tokenized funds work 23:13 - Magic of automation in DeFi 26:28 - Straddling DeFi and compliance 30:02 - Regulation CLARITY Act 39:36 - Categories of tokenized securities 41:26 - Differentiators for Superstate 44:57 - Tokenization's hockey stick moment 48:12 - Endgame is primary issuance onchain 49:16 - Closing 🙏 Thanks to @SuperstateInc Founder & CEO @rleshner for joining us!
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Nobody wants to leave Ethereum!💙✊ 🔹 Staking Rate at all-time high! 🔹 Staking Exit queue at 0! 🔹 Price at Cycle lows! Hard to find a cleaner bottom signal than this!🚀📈
Nobody wants to leave Ethereum. It’s worth remembering where the network stood less than a year ago. On September 13, 2025, the Ethereum validator exit queue reached 2,673,349 ethereum:native, reflecting the largest wave of validators preparing to leave the active set. Today, that queue has effectively returned to zero. The contrast is truly striking. Over the past year, Ethereum has navigated volatile markets, shifting narratives, and constant debates about its future. Yet the latest validator queue data suggests that long-term participation in the network remains strong. For us, this highlights that Ethereum’s strength has never been defined by short-term sentiment. It comes from a globally distributed community that continues to contribute to the network's growth and security. No amount of FUD can change what we're seeing. Because while narratives come and go, millions of users around the world continue to believe in somETHing.
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🎙️ New @Edge_Pod 🌉 How @SuperstateInc Is Building The Bridge Between $700 Trillion In TradFi and DeFi 0:00 - Intro 1:58 - What tokenization actually means? 3:41 - Tokenization is the evolution of DeFi 7:42 - Why Robert built Superstate 12:49 - Benefits for tokenized asset issuers 18:34 - How Superstate tokenized funds work 23:13 - Magic of automation in DeFi 26:28 - Straddling DeFi and compliance 30:02 - Regulation CLARITY Act 39:36 - Categories of tokenized securities 41:26 - Differentiators for Superstate 44:57 - Tokenization's hockey stick moment 48:12 - Endgame is primary issuance onchain 49:16 - Closing 🙏 Thanks to @SuperstateInc Founder & CEO @rleshner for joining us!
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New @Edge_Pod's out with @rleshner! Too many DeFi builders have fought over too few of crypto-native assets in the onchain economy. Meanwhile, Robert saw $700 trillion waiting to be brought onchain... so he built @SuperstateInc instead.
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Yields of the Week just dropped below ✅ Is it time to buy tokens and stop yieldmaxxing? ✅ @3janexyz - unveils a unique liquidity mining program ✅ Update on my @ether_fi Cash journey ✅ $STRC tracker ✅ More Full report 👇 the-edge.xyz/p/yields-of-the…
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The 28D APY is ~10.19% for sUSN on noon.capital, all on Ethereum. It's been above ~10% since Jan 1st, which is no small accomplishment in a bear market year! On a recent @Edge_Pod, the @noon_capital Founder @ag_noon shared how better designed private credit offerings can boost DeFi yields, as it's done for sUSN, which is 60% allocated to @FasanaraCapital FTAC. "There aren't that many things that are counter cyclical, low volatility, low risk and high yielding... private credit is one of the two things that actually does hit all of those in this current market." This is an early sign of what @Nomaticcap and I see coming to DeFi--a new era of RWA exposure that will flip the total market cap of crypto-native assets in DeFi.
🎙️ New @edge_pod 🏦 Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It 0:00 - Intro 2:53 - Fasanara on private credit in DeFi 10:55 - Opportunity for tokenization is huge! 16:31 - Valid concerns about private credit onchain 20:52 - Why Noon deployed into Fasanara FTAC 23:25 - How Noon manages liquidity demands 27:22 - Why infiniFi deployed into mGLOBAL 31:48 - FBG stress test on Fasanara and DeFi 43:17 - What DeFi must get right in next phase 48:04 - Real-time verification can improve TradFi 52:53 - How infiniFi is betting on private credit 58:12 - What shouldn't work well onchain 1:04:41 - Closing 🙏 Thanks to @FasanaraCapital Head of Tokenization David Vatchev, @noon_capital Founder @ag_noon, and @infiniFi CoFounder @robanon for joining us!
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"I don't have any equity. Nobody has equity. We all just live and die by the token." @JupiterExchange COO @kashdhanda explains more in our Revenue Meta series, why JUP is one of the cleaner token value accrual stories in DeFi: 50% revenue share buying JUP every single day ~250M JUP bought back and burned Continued scaling of @jup_lend fees and rev split Note: @Nomaticcap and I do not hold JUP.
🎙️ New @Edge_Pod 💸 5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta 0:00 - Intro 1:40 - Overview of Jupiter products 2:50 - Jupiter’s biggest wins in 2025 4:55 - DEX agg revenue is still the foundation 9:17 - Perps is the biggest revenue driver 11:32 - New revenue streams 13:57 - JLP remains a popular product 18:27 - Importance of Jupiter’s wallet 19:53 - Potential for @jup_lend growth 21:14 - How Jupiter Lend generates revenue 24:06 - Launching Bitwise x Ethena market 27:04 - How Jupiter will grow JupUSD usage 31:06 - A platform for builders, not just an app 33:43 - JUP token value accrual 42:54 - Jupiter Lens DEX, @jup_predict, Offerbook 45:41 - Jupiter Spend monthly volume growing fast 48:09 - Closing 🙏 Thanks to @JupiterExchange COO @kashdhanda for joining us!
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Over the last few weeks many have written essays on our beloved ethereum:native. Some bullish, some bearish. I summarized thousands of words into the core arguments for the bulls and the bears. Here it is: "Ethereum Bull vs Bear Debate In Under 5 Minutes" the-edge.xyz/p/ethereum-bull…
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“JLP is the greatest token that exists.” It gives you broad exposure to BTC, ETH, SOL and stables, while generating yield from Jupiter perps activity. For a lot of onchain investors, it has become a default savings instrument. @kashdhanda breaks down why:
🎙️ New @Edge_Pod 💸 5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta 0:00 - Intro 1:40 - Overview of Jupiter products 2:50 - Jupiter’s biggest wins in 2025 4:55 - DEX agg revenue is still the foundation 9:17 - Perps is the biggest revenue driver 11:32 - New revenue streams 13:57 - JLP remains a popular product 18:27 - Importance of Jupiter’s wallet 19:53 - Potential for @jup_lend growth 21:14 - How Jupiter Lend generates revenue 24:06 - Launching Bitwise x Ethena market 27:04 - How Jupiter will grow JupUSD usage 31:06 - A platform for builders, not just an app 33:43 - JUP token value accrual 42:54 - Jupiter Lens DEX, @jup_predict, Offerbook 45:41 - Jupiter Spend monthly volume growing fast 48:09 - Closing 🙏 Thanks to @JupiterExchange COO @kashdhanda for joining us!
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🎙️ New @Edge_Pod 💸 5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta 0:00 - Intro 1:40 - Overview of Jupiter products 2:50 - Jupiter’s biggest wins in 2025 4:55 - DEX agg revenue is still the foundation 9:17 - Perps is the biggest revenue driver 11:32 - New revenue streams 13:57 - JLP remains a popular product 18:27 - Importance of Jupiter’s wallet 19:53 - Potential for @jup_lend growth 21:14 - How Jupiter Lend generates revenue 24:06 - Launching Bitwise x Ethena market 27:04 - How Jupiter will grow JupUSD usage 31:06 - A platform for builders, not just an app 33:43 - JUP token value accrual 42:54 - Jupiter Lens DEX, @jup_predict, Offerbook 45:41 - Jupiter Spend monthly volume growing fast 48:09 - Closing 🙏 Thanks to @JupiterExchange COO @kashdhanda for joining us!
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New @Edge_Pod is out! In market corrections like this, we continue our search for DeFi tokens backed by real revenue, clear value accrual, and healthy cashflows. @JupiterExchange seems to check every box, so we invited them to share more on a new episode of Revenue Meta.
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"What is the tokenization opportunity? It's huge... And with private credit, we're looking at a new source of yield. We're looking at income from real economy and cashflows, we're looking at durable yield as well, which is uncorrelated." @FasanaraCapital Head of Tokenization joins The @Edge_Pod for a new roundtable discussion on how private credit might offer better yields onchain while also benefiting from the transparency, and real-time verification possible with DeFi rails. No one's saying we should just slap a tokenized wrapper on private credit, sell it to DeFi investors, and call it a win. But there's real synergy for the brave souls willing to do the hard work of designing better private credit products that can benefit from all DeFi has to offer. For those designing private credit products that offer uncorrelated returns, programmability, accessibility, composability, and real-time auditability, there's real promise. Note: @Nomaticcap and I have no investment in Fasanara or its products.
🎙️ New @edge_pod 🏦 Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It 0:00 - Intro 2:53 - Fasanara on private credit in DeFi 10:55 - Opportunity for tokenization is huge! 16:31 - Valid concerns about private credit onchain 20:52 - Why Noon deployed into Fasanara FTAC 23:25 - How Noon manages liquidity demands 27:22 - Why infiniFi deployed into mGLOBAL 31:48 - FBG stress test on Fasanara and DeFi 43:17 - What DeFi must get right in next phase 48:04 - Real-time verification can improve TradFi 52:53 - How infiniFi is betting on private credit 58:12 - What shouldn't work well onchain 1:04:41 - Closing 🙏 Thanks to @FasanaraCapital Head of Tokenization David Vatchev, @noon_capital Founder @ag_noon, and @infiniFi CoFounder @robanon for joining us!
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It was such a great pleasure to be on @edge_pod talking about how private credit is moving onchain. We touched on fundamental topics alongside @FasanaraCapital Head of Tokenization David Vatchev and @infiniFi CoFounder @RobAnon. What our teams are building, the opportunity for tokenization, real-time verification and transparency onchain, why Noon tokenized yield deployed directly into Fasanara, and what's next for DeFi. This one is a banger you don't want to miss. youtube.com/watch?v=rc_Vz95J…
When we hear about private credit in DeFi yields, people seem to point to the same criticisms: illiquid, opaque, correlated. But what if these problems are just that of bad private credit? So we hosted a new @Edge_Pod on why private credit might actually work better, onchain.
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