Ishan Bhaidani is CoFounder of SCRIB3.
In this episode, we speak to an insightful crypto investor, trader, and business operator with insights for what's to come in the second half of 2025. From the bull case for HyperEVM to Solana's escalating DeFi turf wars. We dive into the risk around crypto treasury companies, the latest hope for new ETH highs, memecoin fatigue, and who/what might lead to top-blasting a blowoff top this cycle!
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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/
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The Edge Podcast Sponsor Resources
♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE
♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE
⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
📈 RUMPEL | TURN POINTS INTO PROFITS
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
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Timestamps
0:00 - Intro
6:02 - Ishan’s FTX short
10:41 - Concerns for crypto treasury companies
16:12 - HyperEVM bull thesis
27:15 - Solana DeFi verticalization wars
40:26 - Growing pains for Pump and memecoins
46:55 - Sponsor break
48:05 - Crypto M&A is growing
53:47 - The opportunity for better crypto businesses
1:02:12 - Sponsor break
1:03:48 - Who will top blast this cycle?
1:12:08 - The impact of new ETH DATs
1:18:23 - What is SCRIB3?
1:23:18 - Closing
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🔗 Guest Links 🔗
► SCRIB3 website: https://scrib3.co/
► Ishan's Oct 2022 FTX short: https://x.com/Ishanb22/status/1577699083808083969
► SCRIB3 on X: https://x.com/scrib3_co
► Ishan on X: https://x.com/ishanb22
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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 Ishan collectively hold positions in BTC, ETH, HYPE, and SOL. 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.
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