The Edge Podcast

Ermin is the Founder of Flat Money. Brave New DeFi is advisor to Flat Money. In this episode, we cover why a flatcoin such as UNIT promises to be a better form of onchain money that isn’t tied to any fiat currency, as well as how Flat Money offers a double-digit yield for UNIT holders. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 4:14 - Ermin's background 5:39 - Why Flat Money 8:58 - Defining a flatcoin 11:13 - How do we know a flatcoin is working 19:16 - Why choose rETH to back UNIT 23:19 - Will UNIT support other collateral assets? 26:00 - How to mint UNIT 31:37 - How UNIT accrues yield 33:24 - Not a CDP protocol 38:06 - Blueberry mid-roll 38:35 - Leveraged rETH perps trading 41:15 - Trader features on Flat Money perps 42:10 - Flat Money Points (FMP) Program 45:35 - Risks 50:42 - Closing ------ 🔗 Guest Links 🔗 ► Flat Money Website: https://flat.money/ ► Flat Money on Twitter: https://x.com/0xflatmoney ► Ermin on Twitter: https://x.com/_ermin ► Brave on Twitter: https://x.com/BraveDeFi ► FMP Fair Launch Plan: https://flat-money.ghost.io/fmp-fair-launch-and-incentives-plan/ ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Ryker is the CoFounder of ZeroLend. In this episode, we explore a new DeFi money market betting on the next generation of L2s called ZeroLend. Ryker shares how ZeroLend became the top lending and borrowing protocol on zkSync Era and Linea, what to know about their recently launched token ZERO, and what’s in store with their V2 already in development. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 5:43 - Start of ve(3,3) AMMs 9:46 - The flywheel nature of ve(3,3) 15:04 - Aligning core contributors as veToken lockers 20:32 - The magic of a bear market start 26:16 - Why build on Base? 30:42 - Why build Slipstream? 35:30 - Blueberry mid-roll 35:59 - Importance of the OP Superchain 41:24 - Closing ------ 🔗 Guest Links 🔗 ► ZeroLend Website: https://zerolend.xyz/ ► ZeroLend on Twitter: https://twitter.com/zerolendxyz ► Ryker on Twitter: https://twitter.com/deadshotryker ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad was an angel in ZeroLend. 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.

Alex Cutler and Ace are Core Contributors at Aerodrome and Velodrome. In this episode, we discuss whether Aerodrome and Velodrome can dethrone Uniswap. Alex and Ace share why these popular ve(3,3) AMMs continue to capture a significant portion of Uniswap’s dominance on Base and Optimism, and how they’ve set the bar for teams championing the anti-VC sentiment with zero fees, no VC backing, and no major team unlocks. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 5:43 - Start of ve(3,3) AMMs 9:46 - The flywheel nature of ve(3,3) 15:04 - Aligning core contributors as veToken lockers 20:32 - The magic of a bear market start 26:16 - Why build on Base? 30:42 - Why build Slipstream? 35:30 - Blueberry mid-roll 35:59 - Importance of the OP Superchain 41:24 - Closing ------ 🔗 Guest Links 🔗 ► Velodrome Website: https://velodrome.finance/ ► Aerodrome Website: https://aerodrome.finance/ ► Velodrome on Twitter: https://twitter.com/velodromefi ► Aerodrome on Twitter: https://twitter.com/aerodromefi ► Alex on Twitter: https://twitter.com/wagmialexander ► Ace on Twitter: https://twitter.com/ace_da_book ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad holds VELO and AERO. 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.

David Johnston is an open source contributor at Morpheus. In this episode, we cover Morpheus and how a network of AI agents will revolutionize the crypto UX to onboard 1 billion users. David returns for this episode just as the MOR Fair Launch concludes to share what you need to know to stay involved in Morpheus. He offers up his thoughts on why we need a decentralized network of AI agents given the looming threat of draconian regulation against open source AI. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 4:44 - What is Morpheus? 9:19 - Why AI agents can fix the crypto UX? 17:28 - Threat of regulating open source AI 24:06 - Importance of Meta's Llama 3 30:54 - MOR token emissions after Fair Launch 36:40 - Claiming MOR 41:25 - Blueberry mid-roll 41:54 - Seeding MOR/wETH Uniswap pool 45:47 - MOR20 Fair Launch Platform 54:42 - Closing ------ 🔗 Guest Links 🔗 ► Morpheus Labs Website: https://mor.org/ ► Morpheus on Twitter: https://twitter.com/morpheusAIs ► David on Twitter: https://twitter.com/DJohnstonEC ► MOR Fair Launch Platform: https://dashboard.mor.org/#/mainnet/capital ► MOR Uniswap Pool Address on Arbitrum: https://x.com/MorpheusAIs/status/1788188154614214854 ► Executive Order on AI: https://www.whitehouse.gov/briefing-room/presidential-actions/2023/10/30/executive-order-on-the-safe-secure-and-trustworthy-development-and-use-of-artificial-intelligence/ ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. Please be aware DeFi Dad and Nomatic staked stETH to earn MOR during the MOR Fair Launch. 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.

Cooper Scanlon and Rushi Manche are the CoFounders of Movement Labs. In this episode, we cover the rise of move-based blockchains with Movement Labs. We learn about the advantages of the MoveVM over the EVM, how Movement Labs flagship M1 and M2 networks enable new possibilities for DeFi builders, and how it benefits us as users. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 5:58 - Movement Move stack 7:50 - M1 vs M2 11:12 - When M1 and M2 mainnet? 11:57 - How the MoveVM improves the DeFi UX 14:25 - New possibilities for Move developers 15:47 - Parthenon testnet 18:38 - How MoveVM prevents common EVM exploits 24:02 - Blueberry mid-roll 24:32 - Native USDC coming to M1/M2 29:15 - Exciting DeFi teams building on M1/M2 32:22 - Making the network accessible 34:13 - Scaling Movement Labs team 40:09 - Closing ------ 🔗 Guest Links 🔗 ► Movement Labs Website: https://movementlabs.xyz/ ► Movement Labs on Twitter: https://twitter.com/movementlabsxyz ► Rushi on Twitter: https://twitter.com/rushimanche ► Cooper on Twitter: https://twitter.com/coopsmoves ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. Please be aware DeFi Dad and Nomatic were angels in the pre-seed for Movement Labs. 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.

Nate Benish and Yoni Ben-Shimon are CoFounders of NIM Network. In this episode, we cover NIM Network and how it enables crypto-powered AI ownership in games and apps. We discuss how AI opens up new possibilities for the future of gaming, how NIM marries the benefits of crypto and AI within games, and how NIM aims to drive new standards for AI agents, which can play, transact, and generate income. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 6:07 - Why we need NIM 10:00 - Use cases for AI agents in games 15:22 - Where will adoption come from? 21:25 - Is the future of gaming spectating? 24:43 - What's possible to build on NIM? 29:19 - Possibilities with AI gents transacting 34:41 - Utility of NIM token 39:48 - Dymension partnership 44:04 - Complementary to Wayfinder 48:10 - Closing ------ 🔗 Guest Links 🔗 ► NIM Network Website: https://nim.network/ ► Mint AI players: https://ai.nim.network/ ► NIM Network on Twitter: https://twitter.com/nim_network ► Yoni on Twitter: https://twitter.com/YoniCombinator ► Nate on Twitter: https://twitter.com/Natan_benish ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. Please be aware DeFi Dad and Nomatic are angels in NIM Network. 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.

William Murphy is the Head of Growth at Whales Market. In this episode, we cover how Whales Market is unlocking pre-token and airdrop trading for all! Whales Market is the top OTC DEX for trading airdrop allocations, points, and tokens. With Whales Pro live and their new Runes Market coming soon, William shares how Whales Market works and why users love permissionless access to trade early pre-tokens and airdrop allocations. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 5:14 - Origin of Whales Market 6:27 - Why Whales Market 7:56 - How Whales Market works? 12:49 - Most popular markets 14:32 - Whales Pro 15:31 - Runes Market and Whitelist coming soon 16:43 - Growth strategy 19:20 - WHALES token utility 20:13 - Closing ------ 🔗 Guest Links 🔗 ► Whales Market Website: https://whales.market/ ► Whales Market on Twitter: https://twitter.com/whalesmarket ► William on Twitter: https://twitter.com/wgm_v ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

TN Lee is the CoFounder of Pendle. In this episode, we spotlight the story behind the DeFi kingmaker, Pendle. Learn how they found product-market fit resulting in $4.5B TVL today, their strategic selection of protocols to list for yield trading, and what’s next with EigenLayer live and Pendle V3 coming soon! ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 5:21 - Growing to over $4.5B TVL 12:22 - State of farming points 16:02 - DeFi Dad's elevator pitch for Pendle 19:41 - The 3 key use cases 21:43 - Selection criteria for listing on Pendle 28:55 - Which L1s/L2s will Pendle move to? 32:04 - What's the next big thing? 35:38 - Will there be a Season 2 for EigenLayer points? 39:41 - Pendle V3 and what's next 44:18 - Could Pendle enable permissionless listing? 46:43 - Context for 3 LPs requiring migration 49:58 - Closing ------ 🔗 Guest Links 🔗 ► Pendle Website: https://pendle.finance/ ► Pendle on Twitter: https://twitter.com/pendle_fi ► TN on Twitter: https://twitter.com/tn_pendle ► Pendle instructions to migrate select LPs: https://twitter.com/pendle_fi/status/1774790530192625752 ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Robbie and Andy are CoFounders of The Rollup. In this episode, we discuss modularity and the unbundling of the blockchain stack. Robbie and Andy cover what is the significance of modularity in the world of blockchains and how it will unlock the ability for anyone to create a blockchain network and ultimately focus on other matters such as the next generation of DeFi and Web3 applications. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 4:02 - The Rollup 9:07 - What is modularity? 14:16 - Ethereum scaling with modularity 17:34 - Will L2s ever use alternative DA providers? 20:02 - What is DA (data availability)? 24:14 - Can Celestia accrue value? 32:06 - Major modular projects 32:50 - Avail 33:47 - Hyperlane 35:59 - Initia 37:06 - Dymension 37:51 - Movement 39:28 - Effect of Dencun upgrade on modular thesis 42:01 - Will there be a DA winner-take-all? 43:41 - Airdrop strategies in modular ecosystem 45:09 - Near term modular token launches 46:23 - Closing ------ 🔗 Guest Links 🔗 ► Rollup Website: https://therollup.co/ ► Rollup on Twitter: https://twitter.com/therollupco ► Andy on Twitter: https://twitter.com/ayyyeandy ► Robbie on Twitter: https://twitter.com/robbie_rollup ► Modular March content: https://therollup.co/category/modular-march/ ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Marc Weinstein is a Partner at Mechanism Capital. In this episode, we discuss why this time is and is not different, as it relates to the crypto bull run. Marc shares what keeps him up at night as an early stage venture investor but also as a retail trader. According to him, we are all retail traders! As one of the more relatable investors, he is able to break down a number of observations and hypotheses related to founders, memecoins, speculation, L2s, and inflated private market valuations this cycle. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 5:30 - Marc's background 13:12 - Where are we this cycle? 19:10 - Top signals 25:52 - L1 rotators last cycle vs this time 28:25 - Attention dispersion with new L2s / L1s 29:27 - Speculation, memecoins, and nihilism 34:09 - Principles for bull run investors 38:42 - Structuring deals and sizing 41:26 - Vesting schedules 46:36 - Tokens vs equity and why FDV matters 52:11 - Venture rounds are overpriced 56:11 - Ways to get liquidity as a VC 1:00:20 - Balancing long term investing vs short term bubbles 1:12:27 - Closing 1:13:14 - Thoughts on Bitcoin L2s and Web3 gaming ------ 🔗 Guest Links 🔗 ► Mechanism Website: https://www.mechanism.capital/ ► Mechanism on Twitter: https://twitter.com/MechanismCap ► Marc on Twitter: https://twitter.com/WarcMeinstein ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.