Aave V4 deposits on Ethereum hit $140M, up ~200% in the past month, signaling renewed demand for the latest lending iteration.
Borrowing frxUSD on Aave V4 now costs ~0.7%, enabling cheap leverage for deployment into higher-yielding DeFi strategies.
AnomaPay V1 launches on Arbitrum, offering private payments with instant settlement and affordable fees.
Base Azul is active on mainnet, introducing multi-proof support (AWS Nitro TEE and Succinct SP1 ZK proofs) to improve speed and security.
Privacy Cash is now live on Ethereum, enabling private transfers and bridging without linking addresses or transaction history.
Aerodrome Lend is live again on Base, allowing LP positions to be used as collateral for USDC borrows while continuing to earn AERO.
DeFi Dad defends Ethereum as the most secure and reliable DeFi hub, arguing its staking yield (~2%) serves as a native risk-free rate and that ETH could revisit $10k. He contrasts Lighter and Hyperliquid, notes AI-driven exploit risks, and predicts total crypto market cap could reach $100 trillion, making current valuations small.
Live episode covering institutional crypto adoption, Zcash's hack and recovery, MicroStrategy's Bitcoin strategy, Hyperliquid's growth, Ethereum's staking dynamics, and Frax's stablecoin ambitions under the Genius Act. Focus on DeFi infrastructure, AI-native chains, and regulatory compliance.
The episode analyzes the Zcash supply auditability debate, the recent bug incident, and why turnstile mechanisms suggest no infinite minting occurred. It also ties the price drop to network upgrades and broader market conditions.
The episode analyzes a sharp crypto market drawdown (BTC -17%, ETH -22%) amid broader macro uncertainty, dives into MicroStrategy's liquidity crunch and its role as a marginal Bitcoin seller, and explores the Zcash counterfeiting bug discovered by AI as a turning point for privacy coins and security auditing.
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