Podcasts about aave

MegaETH's Namik Muduroglu joins the Uneasy Money crew to discuss how the industry can fix token incentives, the continued escalation of the Aave civil war and more. Thank you to our sponsors! ⁠⁠Fuse: The Energy Network ⁠ – Shift your energy use and earn rewards. ⁠⁠MultiChain Advisors -⁠⁠ The Growth & Capital Markets Partner You Need ⁠⁠Crypto Tax Girl An article from Boost CEO Brian Flynn sparks conversation about whether tokens are dead. The Aave civil war continues to escalate. China is trying to reverse engineer Claude even as Anthropic faces off against the U.S. government. In this episode of Uneasy Money, hosts Kain Warwick and Taylor Monahan are joined by MegaETH founding team member Namik Muduroglu to discuss how to fix token incentives, whether there is a happy ending in sight for Aave.  They also discuss the geopolitical risks that come with AI and the technology's rapid rate of advancement. Is the Singularity already out of our hands? Plus, ZachXBT's teased announcement and Ethereum's “strawmap.” Don't miss Kain's plan to fuse Claude with his Unitree dog and why Namik is a closet AI doomer. Hosts: ⁠⁠Kain Warwick⁠⁠, Founder of Infinex and Synthetix ⁠⁠Taylor Monahan⁠⁠, Security Expert Guest: ⁠Namik Muduroglu, CSO & Founding Team at MegaETH Links: Unchained: ⁠Uneasy Money: Why Token Holders Have No Rights & Why Every DAO ‘Has Failed' ⁠Why MegaETH Is Delaying Its Token and Rejecting Credible Neutrality ⁠Aave Governance Fight Escalates Ahead of $51 Million Funding Vote How Aave Labs and the DAO Should Split Ownership of the Brand – Uneasy Money Uneasy Money: Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob ⁠Ethereum Researchers Outline Seven Forks Through 2029 in New “Strawmap” Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, we're joined by Stani Kulechov, Founder of Aave Labs, to discuss the “Funding Abundance” thesis, highlighting DeFi's capital efficiency, institutional adoption, and expansion into RWAs. We also dive into Aave V4's modular hub-and-spoke architecture, the Aave app strategy, revenue realignment via “Aave Will Win,” RWA looping, and evolving net interest margins. Thanks for tuning in! Resources Funding Abundance: https://x.com/StaniKulechov/status/2023079479493452013?s=20 — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It's the link between the promise of blockchain and the power of global finance, making finance flow as it should.  Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there! Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026 – Follow Aave: https://x.com/Aave Follow Stani: https://x.com/StaniKulechov Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (04:20) Funding Abundance & the State of DeFi (19:23) Canton Ad (20:02) The Aave App (39:17) Canton Ad (39:54 )New Phases of Growth (44:46) The Impact of RWAs (52:26) Net Interest Margin (56:08) Closing Comments —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

The Supreme Court ruled Friday that President Donald Trump does not have the legal authority to impose sweeping global tariffs without congressional approval, upending one of his key policies and issuing a rare constraint on his attempts to expand presidential powers.Guest: Evan AldoEvan Aldo Youtube Channel ➜ https://bit.ly/EvanAldo20% off Evan Aldo Course ➜ https://bit.ly/EvanCourse ➜  Use code "paulbarron"~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:20 Sponsor: Tangem02:00 Tariffs are going to be a mess04:00 Bitcoin analysis06:00 CLARITY marks bottom?06:30 Tariff removal better for economy?08:20 Bloomberg: What this means for stocks09:30 Tom Lee: Too much chaos can kill stocks and crypto11:00 Has gold topped?12:20 Ethereum: $1K ETH incoming?14:20 BMNR analysis15:45 ETH vs BMNR16:45 AAVE analysis19:00 SOL $50?21:00 AVAX analysis22:30 Outro#crypto #bitcoin #ethereum~Tariff Chaos OVER!?

Stani Kulechov unpacks Aave Labs' “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs has proposed a “Aave Will Win” framework that will direct all revenue to the DAO to bring the protocol under “a token-centric model.” In this episode, Aave founder Stani Kulechov explains why Aave Labs is putting its funding at the mercy of the DAO and how the framework could drive DeFi innovation. Plus wen Aave v4? And is Aave Labs' requested budget too much? Guest: Stani Kulechov, Founder of Aave Labs Previous appearances on Unchained: Why Aave's Founder Is 'More Bullish on Ethereum Than Anything Else' Why the Founders of Aave and Sky Are Still Bullish on Ethereum DeFi Satoshi, Shorter Blocks, & Secret Plot - The Chopping Block Stani Kulechov on Why Aave Is So Successful - Ep.212 Links: Unchained: Aave Revenue Overhaul Sparks Governance Clash Aave Labs Proposes Off-Protocol Revenue Sharing With Token Holders The Chopping Block: Aave Civil War + Flow Hack + Coinbase Super-App Aave's Rushed Governance Vote Draws Backlash How Aave Labs and the DAO Should Split Ownership of the Brand – Uneasy Money Uneasy Money: Why Token Holders Have No Rights & Why Every DAO ‘Has Failed' ‘Poison Pill' Proposal Calls for Aave DAO to Take Over Aave Labs AAVE Holders Question if DAO Quietly Redirected Revenue Away From Treasury Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, the Hivemind team breaks down the current market chop as equities trade sideways and crypto tries to hold on after a huge downturn. We deep dive into whether we've finally bottomed, reasons to be optimistic, AI's impact on markets, Aave's value accrual, and more. Enjoy! -- Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLiberman Follow Flip: https://x.com/trevor_flipper Follow Empire: ⁠https://x.com/theempirepod⁠ Subscribe on YouTube: ⁠https://bit.ly/4jYEkBx⁠ Subscribe on Apple: ⁠https://bit.ly/3ECSmJ3⁠ Subscribe on Spotify: ⁠https://bit.ly/4hzy9lH⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (01:24) Market Outlook (18:54) AI's Impact on Markets (27:18) Reasons To Be Optimistic In 2026 (36:20) Aave's Value Accrual (45:28) Base, Zora & Pair Trades -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

There is a massive change happening in the world of finance, led by tokenization.Tokenized ETFs, vaults, and new products are moving at lightspeed. Bitwise's Matt Hougan breaks down why institutional DeFi isn't coming, but is already here. He explains why vaults will do to ETFs what ETFs did to mutual funds, and what "neo finance" actually means for your portfolio.We cover:- Why Tokenizing All ETFs is Inevitable- Apollo + Morpho: What Institutions Actually Want From DeFi- How Vaults Will Drastically Change ETFs As We Know Them- The Ghost of Gary Gensler Still Haunting Token Value Accrual- Fat Wallet Thesis: Who Really Owns the Customer- What "Neo Finance" Actually MeansThe RollupTimestamps:00:00 Intro01:20 BlackRock x Uniswap & Apollo x Morpho Reaction04:10 Tokenizing All ETFs07:30 Permissioned DeFi10:39 Hibachi, Relay Ads11:09 Chain-Centric vs. Asset-Centric Mental Model16:45 Fat Protocol vs. Fat Wallet Thesis21:24 infiniFi ad21:55 Where Bitwise Sits in the Stack26:00 Vaults vs. ETFs: History Rhyming32:00 Token Value Accrual36:30 Aave's "Will Win" Proposal Breakdown41:00 Treasury Companies & Market Bottoms44:30 Catalysts for the Next Bull Run47:45 Defining Neo FinanceWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Stani Kulechov unpacks Aave Labs' “Aave Will Win” proposal, explaining why the company wants the DAO to have power over its finances. Thank you to our sponsors! Adaptive Security Aave Labs has proposed a “Aave Will Win” framework that will direct all revenue to the DAO to bring the protocol under “a token-centric model.” In this episode, Aave founder Stani Kulechov explains why Aave Labs is putting its funding at the mercy of the DAO and how the framework could drive DeFi innovation. Plus wen Aave v4? And is Aave Labs' requested budget too much? Guest: Stani Kulechov, Founder of Aave Labs Previous appearances on Unchained: Why Aave's Founder Is 'More Bullish on Ethereum Than Anything Else' Why the Founders of Aave and Sky Are Still Bullish on Ethereum DeFi Satoshi, Shorter Blocks, & Secret Plot - The Chopping Block Stani Kulechov on Why Aave Is So Successful - Ep.212 Links: Unchained: Aave Revenue Overhaul Sparks Governance Clash Aave Labs Proposes Off-Protocol Revenue Sharing With Token Holders The Chopping Block: Aave Civil War + Flow Hack + Coinbase Super-App Aave's Rushed Governance Vote Draws Backlash How Aave Labs and the DAO Should Split Ownership of the Brand – Uneasy Money Uneasy Money: Why Token Holders Have No Rights & Why Every DAO ‘Has Failed' ‘Poison Pill' Proposal Calls for Aave DAO to Take Over Aave Labs AAVE Holders Question if DAO Quietly Redirected Revenue Away From Treasury Learn more about your ad choices. Visit megaphone.fm/adchoices

Ripple-powered payments are moving real U.S. dollars today, as a crypto brokerage activates live infrastructure that cuts bank transfer friction and puts XRP utility into daily financial operations, signaling tangible momentum beyond speculation.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaulGuest: Jake Boyle - Chief Commercial Officer - Caleb & BrownCaleb & Brown website ➜ https://bit.ly/CalebBrownXRP00:00 intro00:08 Sponsor: iTrust Capital00:45 Caleb & Brown using Ripple Payments04:14 Retail buying the dip?05:48 What altcoins are clients buying?06:58 CLARITY Act importance08:30 Waiting on CLARITY to unload?09:15 Tokenized Stocks vs Altcoins11:27 Aave benefits most?13:25 Robinhood Robinhood Agents coming16:15 CLARITY Act odds18:00 outro#crypto #Bitcoin #XRP~Institutions Using Ripple To Buy The Dip

幻冬舎の暗号資産（仮想通貨）/ブロックチェーンなどWeb3領域の専門メディア「あたらしい経済 https://www.neweconomy.jp/ 」がおくる、Podcast番組です。 ーーーーー 【番組スポンサー】 この番組は、暗号資産取引におけるフルラインナップサービスを提供する「SBI VCトレード」のスポンサーでお届けします。 ーーーーー SBI VCトレードは、「暗号資産もSBI」のスローガンのもと、国内最大級のインターネット総合金融グループであるSBIグループの総合力を生かし、暗号資産取引におけるフルラインナップサービスを提供しております。暗号資産交換業者・第一種金融商品取引業者・電子決済手段等取引業者として高いセキュリティ体制のもと、暗号資産の売買にとどまらない暗号資産運用サービスや法人向けサービスの展開、さらにステーブルコインのユーエスディーシー（USDC）を国内で初めて取り扱っております。 ーーーーー SBI VCトレード公式サイト：https://account.sbivc.co.jp/signup?hc_ak=1RNML.3.M06AS ーーーーー 【紹介したニュース】 ・メタプラネット、2025年決算を発表。ビットコイン評価損で最終赤字も営業利益は17倍に ・暗号資産レンディングのネクソが米国事業に再参入、3年経てバックトと提携で ・TORICO、コインチェックの法人向けサービスでイーサリアムの取引・保管・運用を開始 ・TORICO、レンディングプロトコル「Morpho」と協業検討を開始 ・アニモカブランズ、ドバイで機関投資家向け暗号資産サービス提供のライセンス取得 ・ヒューマンテック、ウォレット基盤「WaaP」をスイに対応。シードレスなセルフカストディ可能に ・ヴィタリック、予測市場の投機偏重を問題視。「ヘッジ」中心の設計を提起 ・ハーバード大、ビットコイン現物ETFの保有数を21%削減、イーサリアム現物ETFを新規保有 ・モルフォ、「USDT0」統合で決済向けUSDT流動性を複数チェーンで利用可能に ・グレースケール、アーベ（AAVE）投資信託のETF転換をSECへ申請 ・イーサジラが航空機エンジン2基をトークン化、認定投資家向けに ・繊維メーカーの北紡がビットコイン追加購入、総保有数14.66BTCに ・クオンタムソリューションズがイーサリアム追加取得、総保有数は約5,568ETHに 【あたらしい経済関連リンク】 ニュースの詳細や、アーカイブやその他の記事はこちらから https://www.neweconomy.jp/

"Revenge of the value stocks" refers to the comeback of undervalued, often overlooked, and mature companies outperforming high-growth tech, especially when market sentiment shifts toward safety, dividends, and earnings over hype.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCC00:00 Intro00:10 Sponsor: BTCC00:50 This week01:30 Partial Shutdown02:00 Bitcoin price in Feb03:10 CLARITY odds03:45 Losing Streak04:30 Bitcoin 8K?06:00 Lag707:00 FOX: Revenge of the value stocks07:40 Russel 2000 breakout08:40 John Gillen(Milk Road): This could ignite ETH10:00 N7 (Neo Finance Era)10:30 Paul's picks (AAVE, UNI, JUP)12:00 John Gillen(Milk Road): Trump is Kitchen sinking the economy13:00 Kevin Warsh13:30 Harvard sells BTC for ETH14:00 NEXO back14:30 XRP doomed?15:30 Outro#Bitcoin #Crypto #Ethereum~Next Big Crypto Rotation Into Value

Ethereum's RWA marketcap hits $15 billion. Stani Kulechov proposes that Aave support abundance assets. The Ethereum Foundation Partners with PolyU. And Harvard's endowment adds ETH exposure. Read more: https://ethdaily.io/884 Earn 10% real yield on your dollars, fully onchain. Hold $BOLD, the only decentralized stablecoin rated A- by stablecoin agency, Bluechip. No vaults, no middlemen, no RWAs. Learn more on liquity.org/earn Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

In this episode, we discuss the implication of Aave's recent governance proposals, our outlook on Polymarket, and LayerZero's “zero” chain. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Silvio: https://x.com/SilvioBusonero Follow Shaunda: https://x.com/shaundadevens Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (01:42) Aave Governance (28:19) Thoughts on Polymarket (44:18) LayerZero's Zero Chain (51:52) Closing Thoughts -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

BlackRock is doubling down on Ethereum by buying up more Bitmine shares during the market dip, the firm disclosed on Thursday.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Tim Warren, Host of Investing BrozInvesting Broz Youtube ➜ ‪‪  @TimWarrenTrades  Follow on Twitter ➜  @timsta6753   00:00 Intro00:10 Sponsor: Tangem02:20 Gov. Shutdown03:00 Patrick Witt: Still not clear on yields04:30 CLARITY update07:00 Bitcoin analysis09:30 ETFs still bleeding11:30 Ethereum analysis12:50 Tom Lee: Mr. Beast14:40 Why $ETH is not moving?17:10 $BMNR analysis18:30 Uniswap analysis20:10 Corruption list?21:10 Robinhood analysis24:10 Chainlink analysis26:40 ONDO analysis28:10 Coinbase analysis30:50 AAVE analysis32:00 Solana analysis34:00 Outro#Bitcoin #ethereum #crypto~Blackrock Buying Dip?

Aave Labs proposes the Aave Will Win Framework. Optimism partners with Succinct to bring ZK to the OP Stack. And the CFTC forms the Innovation Advisory Committee (IAC). Read more: https://ethdaily.io/882 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.  

Aave Labs is at its most critical crossroads.The "Aave Will Win Framework" proposes sending 100% of product revenue to the DAO in exchange for annual funding unifying Labs and token holders under one vision.Stani Kulechov breaks down how v4, consumer apps, and brand governance position Aave to finance the future.We cover:- The "Aave Will Win" Framework Explained- How v4's Modular Architecture Changes Everything- 100% Revenue Share: Labs to DAO- Consumer Apps, Cards & Enterprise Products- Brand Governance & Foundation Structure- Financing the Future vs Tokenizing the Past- Why This Is Aave's Defining MomentThe RollupTimestamps:00:00 Intro01:29 DeFi's Maturation & Token Design04:55 Aave's ICO Origins & Evolution10:48 Regulatory Uncertainty's Impact on DeFi11:45 YEET, Trezor Ads12:21 The Aave Will Win Proposal21:42 Token-Centric Alignment Strategy23:10 Why v4 Unlocks New Revenue Streams31:27 Financing the Global Transition32:44 inFiniFi Ads, Hibachi Ad33:11 High-Margin Opinionated Products39:01 Brand Governance Explained42:12 Current Economics vs New Model47:05 What Happens NextWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Bitwise Asset Management, a top crypto management firm, has inked a collaboration with Decentralized Finance (DeFi) lending protocol Morpho. The crypto firm announced the development on X, stating that both companies plan to launch non-custodial on-chain vaults targeted at generating yield.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Jonathan Man - Portfolio Manager at BitwiseBitWise products ➜ https://bit.ly/BitWisewebsite00:00 intro00:07 CLARITY Act Odds Climb00:37 Tricking Banks With Vaults01:16 Bitwise Launching Vaults02:25 Ethereum and BASE02:56 Security & Trust03:59 Steakhouse vs Bitwise Trust04:52 Withdrawal Times05:15 Curation Fee Revenue Climbing05:59 TradFi vs Vaults06:44 Flare Launches XRP Vaults07:06 Bitwise XRP Vault?08:11 Gold Vaults09:09 More Volatility Incoming?09:52 KYC Slowing Growth?11:00 Bitwise Tangem Vault & Card?11:37 Vault Loyalty Tokens $WISE12:20 Paycheck Direct Deposit To Vaults13:04 CLARITY Passes with Yield Ban?13:28 Banks Try To Ban Vaults13:46 Rate Cuts vs Vault Growth14:09 Total AUM 14:27 Aave vs Morpho15:03 Matt Hougan Vault Maxi15:23 outro#Crypto #XRP #ethereum~DeFi Vault Trick Just Beat the BANKS!

During a chance encounter over coffee with former U.K. prime minister Tony Blair, JPMorgan Chase CEO Jamie Dimon abruptly cut in, pointing a finger and telling Armstrong bluntly, “You are full of s—,” according to reporting from The Wall Street Journal. The outburst underscored some of the raw tensions happening between traditional banks and crypto firms over the future of U.S. financial regulation.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:50 Full of crap01:30 Deal this month?02:00 Banks ain't negotiating02:15 Banks put out PR statement02:50 Meeting of the wolves03:10 Paul Grewal goes on Fox Business to combat FUD05:10 Anti-Stablecoin yield Ad05:40 Six figures?06:00 CASE Lobby06:10 Media ties06:30 Yahoo lies07:00 Treasury Department?07:50 Big Banks are worse than fintechs08:30 Epstein FUD09:20 JP Morgan x Epstein?10:00 Banks claim Money market Funds caused 2008 crisis10:30 Lawyers: CLARITY needs to pass asap12:15 Aave incoming12:40 ETH Wins13:00 Outro#Crypto #Ethereum #XRP~Banks Waging WAR on Stablecoin Yields and Coinbase!!

In today's episode, we're diving deep into Morpho, the decentralized lending protocol that is quietly becoming the backbone of the entire crypto credit market. While most people are looking at Aave or Compound, Morpho has built a "universal backend" that's already powering giants like Coinbase, Bitwise, and Société Générale.

Markup of the Senate Agriculture Committee's legislation to regulate digital commodities was scheduled for Jan. 27 and then moved to Jan. 29 due to winter weather.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 intro00:07 Sponsor: Tangem01:03 Failure To Pass = Collapse01:33 CLARITY Odds02:14 Winter Storm + Shutdown02:34 Vote on Thursday03:20 Kevin O'Leary on CLARITY04:00 Alot More To Go04:28 Vaults Will Explode04:46 DeFi Lending Will Takeover Regardless05:40 Aave Growth06:29 Ethereum Dominates Lending06:51 Ethereum Quantum Resistance08:10 Bitcoin Hit By Winter Storm08:59 Tokenized Assets Incoming09:35 ETH Transactions & Gas Fees10:06 World Liberty Fi Positions into ETH10:56 Aave After CLARITY will explode11:40 Bitmine buys ETH12:05 Mr. Beast Super Bowl Ad Coming12:43 Polymarket God Candle Coming13:12 Uncertainty vs CLARITY13:43 outro#Crypto #bitcoin #Ethereum~Crypto Winter Without CLARITY Bill

Thank you to our sponsors, Multichain Advisors and Mantle! Aave DAO on Christmas Day lost the vote to take control of Aave brand assets, but the fight is likely not over. In this Uneasy Money episode Aave Chan Initiative (ACI) founder Marc Zeller takes hosts Kain Warwick and Taylor Monahan inside the fight over one of DeFi's biggest names, teasing a “phase two” of the fight. Plus, why is Infinex's ICO getting so much flak and are claims of insider trading on Polymarket misguided? Hosts: Kain Warwick Taylor Monahan Guests: Marc Zeller, Founder of the Aave Chan Initiative (ACI) Links: Uneasy Money: Why Token Holders Have No Rights & Why Every DAO ‘Has Failed' Aave Labs Proposes Off-Protocol Revenue Sharing With Token Holders Aave's Rushed Governance Vote Draws Backlash Infinex Changes INX Token Sale Terms After Low Demand MegaETH Just Had Its Public Sale. Can It Succeed in Building a Web2-Like Experience? Polymarket Introduces Taker Fees in 15-Minute Markets Polymarket Resolves Issues After Polygon Network Disruption How to Trade Prediction Markets Without an Opinion on the Event Ethereum's Vitalik Buterin Says Blockchain Trilemma ‘Has Been Solved' Learn more about your ad choices. Visit megaphone.fm/adchoices

Aave Labs commits to sharing revenue with the DAO. Shade Network introduces its Private L2. And Vitalik reaffirms Ethereum's mission. Read more: https://ethdaily.io/853 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap's unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin's biggest long term risk. --- BANKLESS SPONSOR TOOLS:

Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This episode opens with the Aave DAO civil war: a CoWSwap integration that allegedly routed swap fees to Aave Labs/Avara instead of the DAO, igniting “stealth privatization” claims, a “poison pill” push to seize Aave IP/brand, and a bigger fight over who really owns Aave.com and the protocol's front door. Next, the crew unpacks the Flow hack (a $3.9M mint exploit) and the wild rollback talk that followed — plus why forks and bridges make rollbacks dangerous, turning bridges into accidental custodians and breaking old security assumptions. Finally, they break down Coinbase's System Update and the “Everything Exchange” strategy — stocks, tokenization, perps, prediction markets, stablecoin rails — and whether this approach can win against Robinhood. DAO wars, chain chaos, and super-app ambition — let's get into it. Show highlights

This episode is with Anna George, co-founder & CEO of CowSwap / Cow Protocol (originally built inside Gnosis, spun out in 2022). What's wild is Anna spent about a decade in humanitarian/UN work before getting pulled into crypto in 2017 - partly because she wanted impact, and partly because UN bureaucracy will make anyone want to run away and build something. We talk about the real CowSwap origin story: the early DEX experiments that didn't work (including six-hour auctions… lol), the liquidity chicken-and-egg problem, and how CowSwap finally hit product-market fit with intent-based trading, MEV protection, and “you only pay gas if the trade actually executes.” We also cover where they're going next: cross-chain swaps that don't feel like bridging hell, deeper DeFi integrations (including Aave), and a bigger push to make crypto UX not terrible.

Andrey Chabanov is the Co-Founder & CEO of Wellspring (wellspring.money), a next-generation high-yield savings platform that transforms everyday USD deposits into up to 12% APY through stablecoins and decentralized finance (DeFi).Wellspring bridges the gap between conventional banking and the world of on-chain finance — delivering accessible, high-yield opportunities powered by audited DeFi lending protocols like Aave and HypurrFi, while keeping funds in self-custodial wallets and maintaining a simple, user-friendly experience that requires no crypto expertise. In this episode, Andrey breaks down how Wellspring makes DeFi yield effortless for everyday savers — converting bank deposits to stablecoins, automating deployment into proven lending strategies, and emphasizing self-custody so your money never fully leaves your control. He explores the real drivers of on-chain yields in 2025, the advantages over traditional high-yield savings accounts, strategies for risk management and security in DeFi, the impact of evolving regulations on mainstream adoption, and why platforms like Wellspring represent the future of personal finance — where transparency, automation, and higher returns empower users without middlemen taking the lion's share. He also dives into practical tips for beating inflation, avoiding common pitfalls, and why now is the moment to rethink how your savings work in a digital-first world.

In this episode, Jacob Robinson and Jonathan Schmalfeld break down the biggest U.S. crypto law and policy developments of the month, from the SEC's moves toward bringing public markets on-chain to major CFTC moves on derivatives, prediction markets, and collateral. The conversation also covers crypto tax proposals, DeFi governance disputes, banking access, privacy, quantum risk, and why regulators increasingly view crypto not as an exception, but as core financial infrastructure.Jonathan Schmalfeld is the Policy Director at The Digital Chamber and the author of the Off the Blockchain+ newsletter, where he analyzes crypto regulation, market structure, and emerging policy trends.Timestamps:➡️ 1:03 — SEC market structure reforms and DTC no-action relief➡️ 7:54 — CFTC allows crypto and tokenized treasuries as collateral➡️ 8:45 — Prediction markets and state gambling laws➡️ 13:23 — Crypto tax proposals: wash sales, staking, and airdrops➡️ 16:03 — Aave, DAO governance, and token vs. equity conflicts➡️ 21:48 — GENIUS Act implementation and stablecoin interest debates➡️ 27:33 — The end of Operation Choke Point 2.0 and legislative fixes➡️ 31:02 — DeFi liquidations, market manipulation, and public debate➡️ 34:20 — Quantum computing risk and Bitcoin's long-term resilience➡️ 38:46 — Michael Selig confirmed as CFTC ChairSponsor: This episode is brought to you by the Decentralization Research Center (DRC), a nonprofit think tank advocating for decentralization in emerging technologies. Learn more at thedrcenter.org.Resources: 

In today's episode, we're reflecting on 2025.We discuss:- Are blockchains ready for real world adoption?- TPS vs throughput: what matters more?- Solana's pressure test via $TRUMP- Agentic trading platform Hype and AI bots in crypto- Uni unification, Morpho vaults, and the Aave governance controversy- Prediction markets take center stage: Polymarket and Kalshi- Perp DEX explosion post-Hyperliquid- Stablecoin supply: Ethereum still leads- Revenue across chains: Hyperliquid dominates, but Solana and Tron surpriseAnd much more—enjoy!—Timestamps:(00:00) Introduction(01:00) Are blockchains real-world ready?(05:06) TPS vs throughput needs(12:05) Decentralization vs scalability tradeoff(20:06) Solana's $TRUMP stress test(25:25) Agentic trading bots rise(27:34) Uni unification and DeFi(33:02) AAVE front-end fee fight(34:07) Morpho vaults and risks(40:15) Rise of prediction markets(45:10) Stablecoin supply by chain(47:58) Revenue leaders: Hyperliquid, Tron(52:34) Solana app revenue dominance(1:01:31) Outro—Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxehttps://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod  —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby_ @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

Blog post version: https://kanfa.macbudkowski.com/crypto-gtm***If your crypto product is solid but growth feels slow, this episode gives you the clarity you need. It breaks down how teams like Aave, Uniswap, Polymarket and others actually unlocked their early traction and what you can learn from their playbooks. You will hear the patterns behind channels that work, how to pick a segment that gives you an edge, and why even great products do not spread on their own.If you are building in crypto and want practical guidance instead of vague advice, this is a focused walkthrough of what moves the needle. Listen and make your crypto GTM sharper.

Thank you to our sponsor, Multichain Advisors!What rights do token holders have? Is everyone getting rugged? In this episode of Uneasy Money, Ethena founder Guy Young joins hosts Kain Warwick, Luca Netz and Taylor Monahan to interrogate the lack of clarity around token expectations and rights as Aave DAO goes against Aave Labs and Circle acquires the Axelar team. Do centralized exchanges hold the solution? Plus, does MOVE's Rushi Manche deserve a second chance? And how can you stay safe from the fake Zoom scam? Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Guest: Guy Young, CEO & Founder of Ethena Labs Links: Unchained: AAVE Holders Question if DAO Quietly Redirected Revenue Away From Treasury SEC Ends Four-Year Probe Into Aave ‘Poison Pill' Proposal Calls for Aave DAO to Take Over Aave Labs Jump Crypto's Firedancer Goes Live on Solana Mainnet How to Trade Prediction Markets Without an Opinion on the Event MetaMask Adds Native Bitcoin Support Timestamps:

Crypto prices are down, but the most important players are still building. In this week's Weekly Rollup, Ryan and David break down Coinbase's push to become a financial super app, JPMorgan's first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots. They also unpack Solana's Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap's unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest. ---

EigenDA achieves 1GB/s throughput. The SEC ends its investigation into Aave. Stani publishes the Aave 2026 Master Plan. And Etherealize and Chainlink released a guide for enterprises. Read more: https://ethdaily.io/844 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Tuesday, December 16 - Here are the Headlines:Token vs Equity Crisis Goes Nuclear - Axelar, Aave, and Stream FinanceOCC Grants National Bank Charters to Ripple, Circle and OthersDeFi Saver Upgrades Smart Savings - Composable Yield Infrastructure MaturesPayPal's PYUSD Offensive - Savings Vault Launch Plus Bank License ApplicationLighter Ready for Token Launch After Raising $68M in Mixed Equity-Token Deal?QUICK BITSTrump says he'll “look at” pardoning Samourai Bitcoin wallet developers - signaling potential clemency for crypto developers prosecuted under Biden administration's enforcement approach.Bitcoin active addresses just hit one-year low raising concerns about actual blockspace demand - either all the action is on CEXs or demand isn't as strong as price action suggests.Visa launches stablecoin settlement in US via Circle's USDC on Solana - major payment infrastructure going crypto-native with actual production settlement not just pilots.******WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostsQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! WE ARE NOT EXPERTS! WE DO NOT GUARANTEE A PARTICULAR OUTCOME. WE HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

En este episodio me siento frente al micrófono para hablar sin filtros sobre el momento más tenso que hemos visto en años dentro del mundo cripto. Bitcoin cayó de 125 a 80 mil dólares, las liquidaciones han sido históricas, el apalancamiento explotó y el miedo está tomando control del mercado. Pero detrás de ese caos hay señales importantes y también oportunidades. Explico qué hay detrás del colapso actual, quiénes podrían estar “nadando desnudos”, cómo se está comportando el flujo de los ETFs, qué significa esto para proyectos como Solana, Sui, Hype, Aave, y cuál es el verdadero estado del daño sistémico que enfrenta la industria. También comparto mi estrategia personal: por qué compré MicroStrategy y BitMine, cómo pienso el largo plazo y por qué sigo creyendo que 2026 puede ser un año clave para cripto. Si estás sintiendo presión, miedo o incertidumbre, este episodio es para ti.

The new ‘Yield Mode' feature integrates Aave to offer non-custodial, onchain yield directly within Tangem's app. The Black Friday deal wraps up with the $10 bonus in BTC. Also, keep in mind that the deal remains valid from November 21, 2025, to December 9, 2025. ~This episode is sponsored by Tangem~Tangem 20% OFF + $10 BTC ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!GUEST: Marcos Nunes, CEO of Tangem Pay00:00 Intro00:10 Tangem Black Friday deal01:00 Users on Tangem01:20 Self-custody instant spending03:30 Tangem swap speed04:30 Launch date?05:20 When more providers like coinbase or robinhood?07:30 Buying crypto directly on Tangem Pay09:30 How will retailers see transactions?10:50 Will you need Banking license?11:30 Including RLUSD yields?12:50 What blockchains are you using for stablecoins?14:00 Why not a Tangem POS system?17:15 Tangem Pay vs bank cards19:30 Banks using stablecoins20:30 Will CLARITY Act try to kill privacy and self-custody?21:30 Are CEX Debit Cards dead?24:45 Outro#Crypto ~Black Friday Crypto Wallet Now PAYS YOU!?

DeFi is no longer just for crypto natives, it's becoming the infrastructure layer for traditional finance.In In this episode, Stani Kulechov, founder of Aave, lays out his vision for how Aave will reach trillions in total value locked by 2030 and why banks are already choosing Aave as their infrastructure layer.From the Aave mobile app bringing high-yield savings mainstream to the revolutionary v4 hub-and-spoke model, Stani explains how Aave is positioning itself as the backbone of global finance.We discuss:- The Aave mobile app strategy for mainstream adoption- Aave v4's hub-and-spoke model and what it solves- Why banks are using Aave as DeFi infrastructure- Embedded DeFi and the next wave of institutional adoption- Why Ethereum is still the only choice for RWAs- What Aave actually needs from Ethereum L1- The multi-stakeholder vetting process that keeps Aave secure- Designing v4 with ecosystem partners and real user feedback- Aave's path to becoming the world's biggest financial network- Stani's 2030 prediction for DeFi and TradFi convergence---Timestamps:00:00 Intro01:05 The Aave Mobile App Strategy03:52 Aave as Infrastructure For Banks05:52 Institutional Adoption & Aave Horizon08:46 Trust, Resiliency & Risk Management09:35 Haliday Ad, InfiniFi Ad, Kalshi Ad10:54 What Aave Needs From Ethereum13:40 Do You Miss 2020 DeFi Summer?15:01 The Multi-Stakeholder Vetting Process19:02 Why Aave v4 Changes Everything20:20 Relay Ad, Trezor Ad21:01 The Liquidity Hub-and-Spoke Model22:32 Designing v4 With Ecosystem Partners24:33 Return to Fundamentals25:21 Lightning RoundWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

We analyze the crypto market's turbulence as Bitcoin falls below $90k, signaling potential bear market conditions. Also, it's DevConnect! We discuss investor sentiment, and examine key updates like Vitalik Buterin's roadmap for Ethereum and Aave's new app. Tune in for essential market updates! ------

This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the recent panic in markets, Santi's piece on crypto valuations, the state of crypto venture, Aave's app launch & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Referenced In The Show: https://x.com/santiagoroel/status/1990430092997050753 -- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- (00:00) Intro (02:21) Why Your Coin Isn't Pumping (21:15) Ads (Zashi, Katana) (22:32) Where Are We In The Cycle? (27:29) The State of Crypto Venture (35:54) Ads (Zashi, Katana) (37:10) What Will Outperform In The Next 5 Years? (42:34) Aave Launches Aave App (50:35) Ads (VanEck, Uniswap) (52:17) Monad's ICO (01:03:09) Content of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Aave V4 goes live on testnet. Aztec Network launches Ignition Chain. The USX stablecoin goes live on Scroll. And Safe Labs launches Safe Shield. Read more: https://ethdaily.io/827 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Welcome back to the Crypto Curious podcast. This week, Tracey and Blake are diving into one of the biggest questions on everyone's mind right now: where is this market actually heading?Bitcoin has pulled back sharply, sentiment has flipped, and there's a lot of noise out there — so we're breaking down what's really happening, what matters, and what's just chart drama. We'll unpack the latest Bitcoin price action, the talk of a “death cross,” and whether this pullback signals a genuine shift or just another mid-cycle reset.Then we're looking at Aave's brand-new high-yield consumer app — a huge step for DeFi going mainstream — and after that, a rapid-fire round of the biggest news bites you might have missed this week.Let's get into it

Aave introduces the Aave mobile app. The Decentralized Infrastructure Network launches its AVS on EigenCloud. Namechain migrates to a based rollup stack. And UNIfication goes live for a temp check vote. Read more: https://ethdaily.io/825 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

This week, we went live to discuss the current state of markets. We deep dive into what's next for crypto, Aave's app launch, the B2B model for blockchains, Pump Fun & more. Enjoy! Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- Timestamps: (0:00) Introduction (1:01) State of The Market (5:52) Has The DAT Bubble Burst? (14:30) Aave Launches Aave App (27:02) The Difference Between Ecosystems Growth Strategy (43:05) Ads (Katana & Uniswap) (45:52) Is B2B The Business Model For Blockchains? (52:20) Has Memecoin Trading Peaked? (57:22) Katana Ad (57:59) Pump Fun -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

「1011币圈史诗级爆仓」的后尘影响陆续出现：部分打着「delta中性策略」旗号的合成资产稳定币发行方在「1011事件」中可能爆仓，这些稳定币事实上已经爆雷，这引发部分模块化借贷平台的一些「金库」出现坏账，并带来连锁反应。这些模块化借贷平台上的重要角色「DeFi curator」遭到广泛质疑。 本期播客是E64期播客「200亿美元爆仓的黑天鹅教会我们的事」 (https://www.xiaoyuzhoufm.com/episode/68eaf12e52f01d1dd2eae795)的延续。我们邀请了民道老师，针对本轮周期DeFi垂直赛道的两个核心热点——合成稳定币和模块化借贷目前出现的批判和质疑展开讨论，厘清这两种热门DeFi产品的优势和风险，探讨其未来发展方向。 【主播】 刘锋，BODL Ventures合伙人，前链闻总编辑 熊浩珺Jack，律动BlockBeats 副主编，《Web3无名说》主播 【嘉宾】 杨民道，DForce创始人 【赞助商】 本期节目由开源硬件钱包OneKey赞助播出。硬件钱包是保护加密资产最有效的方式之一。加密世界是黑暗森林，每个人都该为自己的资产负责。物理隔离的硬件钱包，能更好保护助记词不被盗窃。 访问OneKey官网 (https://shop.onekey.so/discount/web3101)购买开源硬件钱包，使用折扣码「web3101」可享受95折优惠。 【你将听到】 「1011闪崩」后续 02:26 「1011闪崩」一个月后新雷爆发 合成稳定币暗雷 08:46 本轮周期DeFi赛道有两个热点：合成稳定币和模块化借贷 10:54 合成稳定币看上去性感，但非常不透明 14:04 高收益哪里来的？ 19:53 观点：Delta中性策略的稳定币天花板明显 24:22 Ethena最辉煌的时光或许已经过去 DeFi主理人信任危机 28:45 模块化借贷与AAVE等经典借贷协议有何不同？ 30:50 模块化优势：风险隔离、资金利用率高 33:01 DeFi主理人（curator）是做什么的？ 36:50 Morpho被误解，问题在于主理人模式 39:33 如何监督主理人：联合投资或许可行 42:38 用户甄别和挑选主理人的建议 50:24 本次DeFi暴雷规模有限，但是心理面影响巨大 【词汇表】 本期提到的Web3词汇： Stream Finance（XUSD） USDX Ethena/USDE CeDeFi（指中心化金融与去中心化金融的结合） Delta 中性策略 Morpho Euler Tom Lee AAVE UST Frax BlackRock/BUIDL OpenEden yield （收益） MEV Capital Gauntlet funding rates（资金费率） ListaDAO Maple Finance BlockFi 【后期】 AMEI 【运营】 朱婕 【BGM】 Mumbai - Ooyy First Horizon - ELFL 【在这里找到我们】 收听渠道：苹果｜小宇宙 海外用户：Apple Podcast｜Spotify｜Google Podcast｜Amazon Music 联系我们：podcast@sv101.net Special Guest: 杨民道.

When Trump tweeted about 100% tariffs on China, crypto collapsed — $19 billion in liquidations in just hours.  Altcoins plunged 95%, exchanges froze, and stablecoins depegged. In this special episode, Diogenes Casares, founder of Klyra Protocol, joins Laura to break down the chain reaction: what really caused the crash, whether insiders knew it was coming, and how infrastructure failures and extreme leverage turned a policy tweet into crypto's Black Friday. Thank you to our sponsor, ⁠Aptos⁠! Guest: Diogenes Casares, founder of Klyra Protocol and advisor at Patagon Management Links: Diogenes's article on X: "Black Friday: What Happened?" Jordi Alexander on "What happened? Stani Kulechov on Aave's performance Binance co-founder's statement  Timestamps:

Ep301 BYD LIVE

Altcoin froth meets political theater. The team dissects World Liberty Financial's explosive debut: a $22B token backed by the Trump family, a disputed Aave partnership, insider buybacks, and a “gold paper” instead of a whitepaper. We break down Justin Sun's role, why critics call it crypto's “garbage moat,” and how WLFi could become the Thanksgiving dinner debate of 2025. Plus: Gavin Newsom's meme coin tease, GDP data going on-chain, and the CFTC reopening U.S. markets to global exchanges. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, the crew dives into the wild debut of World Liberty Financial — Trump's $22B DeFi token that launched with a “gold paper,” insider allocations, and buybacks despite no product. We break down the Trump family's $5B paper fortune, the disputed Aave deal, and whether WLFi is a serious stablecoin project or just another garbage fire in crypto's moat. From Justin Sun's backing to Thanksgiving dinner debates, we unpack what WLFi means for politics, memes, and markets. Then we zoom out to Gavin Newsom's meme coin tease, the U.S. Commerce Department posting GDP on-chain, and fresh CFTC moves that could reshape crypto exchanges and ETFs. Show highlights