Why We’re Irresponsibly Long DeFi

In this special crossover episode, we take the hot seat as guests for the first time, to talk about why we remain so bullish on DeFi!Guided by Wallfacer Podcast host Ryan Rodenbaugh, we cover a wide range of investor topics including how Bitcoin’s ideological roots still shape today’s industry, why Ethereum and ETH remain fundamentally undervalued, the growing tension between narratives and reality in crypto, and how our perspective as DeFi users informs how we invest as angels. We even share some of the actual protocols and tokens we’ve been allocating to, something we rarely do in such detail.Special thanks to our friend Ryan for hosting! He is the CoFounder & CEO of Wallfacer Labs, the team behind vaults.fyi, connecting users directly to 500+ DeFi vaults across 50+ protocols and 10+ blockchain networks. Ryan was kind enough to originally invite us on The Wallfacer Podcast and then allow us to republish this episode for our own audience.------🔗 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🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET------Timestamps0:00 - Intro5:37 - Our start in crypto16:46 - How our roots in Bitcoin grounds us21:46 - Bitcoin vs Ethereum vs high-performance L1 ideologies30:05 - Sponsor break30:46 - Ethereum and ETH’s bright path ahead41:24 - All investments start with our POV as users47:58 - Pros and cons of narratives over reality54:33 - Notable winners from DeFi 1.0 to now1:08:18 - Sponsor break1:09:57 - What needs to happen for DeFi tokens to reprice?1:22:44 - DeFi ideas, protocols, tokens we’ve bet on recently1:40:46 - Closing------🔗 Guest Links 🔗► vaults.fyi website: https://vaults.fyi/► vaults.fyi on X : https://x.com/vaultsfyi► Ryan on X: https://x.com/ryanrodenbaugh► Wallfacer Labs on X: https://x.com/wallfacerlabs► Subscribe to The Wallfacer Podcast: https://podcasts.apple.com/us/podcast/wallfacer-podcast/id1709530326------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.