Conor Ryder is the Head of Research at Ethena Labs and Rob Montgomery is the Founder of InfiniFi Labs.
In this episode, we catch up on the latest news surrounding Ethena’s explosive growth scaling USDe and sUSDe, including how teams like InfiniFi are scaling yield strategies powered by underlying USDe/sUSDe. Plus, new details on Ethena’s upcoming L2 Converge and their recently announced ENA treasury vehicle, StablecoinX.
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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
🥞 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
1:29 - The state of Ethena
4:29 - Sponsor break
6:42 - Importance of funding rates fueling Ethena’s growth
8:42 - What is InfiniFi?
11:00 - What happens when Ethena PTs, backing siUSD, mature?
13:46 - How does InfiniFi offer a better yield for sUSDe holders?
20:30 - What is Ethena’s Converge L2?
25:09 - Ethena’s grand vision is coming together
27:34 - Securitize partnership with Converge
28:17 - Sponsor break
30:34 - StablecoinX, an ENA treasury company
36:37 - Closing
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🔗 Guest Links 🔗
► Ethena website: https://ethena.fi/
► InfiniFi website: https://infinifi.xyz/
► Ethena on X: https://x.com/ethena_labs
► InfiniFi on X: https://x.com/infiniFi_
► Conor Ryder on X: https://x.com/ConorRyder
► Rob on X: https://x.com/RobAnon94
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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 and Nomatic are investors in Ethena and InfiniFi. 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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