Rob Hadick is a General Partner at Dragonfly.

As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► 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/

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The Edge Podcast Sponsor Resources

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🛡️ ACCOUNTABLE | THE NEW STANDARD FOR REAL-TIME FINANCIAL VERIFICATION

🕛 NOON | THE HIGHEST YIELDING STABLECOIN, BUILT FOR THE LONG TERM

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
1:27 - Background at Dragonfly
5:57 - Crypto is moving into the institutional phase
13:57 - Crypto’s pivot to fundamentals
17:10 - Will the 4-year cycle repeat?
22:15 - Outlook for crypto prices in 2026
27:49 - Opportunity to improve transparency in DeFi yields
37:25 - Promise of privacy tech and zero-knowledge
41:10 - What Rob got wrong in 2025
46:48 - Betting on stablecoin growth
49:36 - Contrarian bullish ideas for 2026
53:22 - What’s next for Polymarket and prediction markets?
56:59 - Closing

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🔗 Guest Links 🔗

► Dragonfly website: https://dragonfly.xyz/
► Dragonfly on X: https://x.com/dragonfly_xyz
► Rob on X: https://x.com/HadickM

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Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

Kaledora Fontana Kiernan-Linn is the CoFounder and CEO of Ostium.

In this episode, we learn how Ostium is building a next-gen trading platform on Arbitrum, bringing deep liquidity to asset classes like commodities, equities, indices, and RWAs onchain, while pursuing a unique long-term vision to reinvent CFD-style market access through DeFi.

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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

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro and background
10:47 - Why work in markets
15:06 - Ostium genesis and vision
23:31 - Overview of the Ostium platform
26:10 - Leverage for different asset classes onchain
30:19 - Liquidity challenges
39:49 - The 100x opportunity and competitive advantages
45:05 - How will Ostium use their $20M Series A
50:05 - Closing

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🔗 Guest Links 🔗

► Ostium website: https://www.ostium.com/
► Ostium on X: https://x.com/ostiumlabs
► Kaledora on X: https://x.com/kaledora

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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.

Kevin Lepsoe is the Founder of ETHGAS.

What if Ethereum could feel instant? In this episode, we explore whether blockspace futures trading could pave the way toward a gasless, real-time Ethereum, and what that would mean for DeFi, MEV, validators, and the broader L2 scaling roadmap.

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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

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
2:03 - Kevin’s background
7:18 - Why Ethereum
9:45 - The vision for ETHGAS
10:26 - Understanding real-time Ethereum
12:40 - Impact on DeFi protocols like Uniswap
21:14 - Supporting the L2 roadmap
24:20 - Eliminating MEV and disrupting
28:30 - Tradeoffs
34:24 - Competition
40:06 - Revenue potential and monetization
44:20 - Roadmap and rollout for ETHGAS
45:56 - Early partners like ether.fi
47:19 - Discussions with EF
49:01 - Closing

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🔗 Guest Links 🔗

► ETHGAS website: https://ethgas.com/
► ETHGAS on X: https://x.com/ethgasofficial
► Kevin Lepsoe on X: https://x.com/lepsoe

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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, Nomatic, and Kevin all hold ETH. Since recording, DeFi Dad and Nomatic invested as angels in ETHGAS. 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.