PERSON DIRECTORY
DeFi Dad
Host of The Edge Podcast. DeFi Dad appears in 32 indexed conversations across The Edge Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Is It Time to Buy ENA? Ethena Pay, The Equity Basis Trade, and The Token Cleanup
Ethena Pay pairs a non-custodial, chain-abstracted global neobank with USDe’s yield engine, targeting balance monetization as net interest margins contribute 37% of Robinhood’s revenue and about 25% of Revolut’s.Equity-basis trading is expected in “literally a few days,” while ENA’s remaining investor vesting was accelerated to October 5 as described at recording; over 10,000 awaited access and a US launch was targeted in three to four weeks.
Is It Time To Buy Back Into Crypto?
Ram Ahluwalia says crypto’s bottom is likely in after Scott Bessent’s yen and reverse-repo intervention met crowded positioning, triggering a short squeeze.He calls it a rally to the mean, with sustainability hinging on product innovation, regulatory clarity, and on-chain implementation; Hyperliquid is his clearest crypto long, while he prioritizes AI over crypto.
How Saturn Is Tokenizing Michael Saylor's 11.5% STRC Bitcoin Yield for DeFi | DeFi Frontier
DeFi DadNomaticEllis OsbornKevin Li
Saturn is bringing Strategy’s 11.5% Bitcoin-backed STRC “Stretch” preferred on-chain, with global access, 4–6x leverage through Morpho/Aave, and composable Pendle and Strata products.An internal model sees $500 billion to $1 trillion by 2035 if Bitcoin reaches about $1 million, while sUSDAT passes through depeg losses and requires 3–7 days to unstake.