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In this episode, Iggy Ioppe, Chief Investment Officer at Theo, discusses how Theo is building a 3.0 generation of RWA products designed to make traditional financial markets usable onchain.
We cover why tokenization alone is not enough, how much of today’s financial infrastructure still runs on outdated rails, and why many early RWA products have struggled to move beyond tokenization theater into liquidity and DeFi integration.
We also discuss Theo’s current product set, including tokenized treasuries, tokenized gold, and a yield-bearing stablecoin powered by a gold carry strategy. Iggy explains Theo’s business model, retail accessibility, regulatory considerations, and the company’s broader vision of building an onchain wealth management platform available globally, 24/7, with no minimums.—
Iggy Ioppe LinkedIn: https://www.linkedin.com/in/ioppe/
Iggy Ioppe X: https://x.com/iggyioppe
Theo: https://theo.xyz/
Alea Research: https://alearesearch.io/
Alea Research X: https://x.com/AleaResearch
Spotify:
Apple:
Alenka X: https://x.com/alenka_on_x
Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/
Kaisa X: https://x.com/kaisakaisa_
Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/
—DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
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In this episode, Nicholas Cannon, Chief Business Officer at Gauntlet, discusses how data-driven risk curation is helping DeFi become safer, more resilient, and easier to access at scale.
We cover how wallets, neo-banks, and enterprise integrations are becoming key distribution channels for onchain strategies, why Gauntlet currently sets performance fees at zero as part of a growth-first approach, and how that may evolve into sustainable monetization over time.
We also discuss the growing role of institutional participants, from asset managers like Apollo to major banks, the future of crypto-native risk curators versus in-house strategies, and how recent industry hacks have shaped Gauntlet’s approach to security, resilience, and risk management.
Chapters
00:00 Introduction
01:44 What is Gauntlet?
08:30 Distribution and adoption curve across sectors.
20:49 Business model and growth-first strategy.
30:50 Institutional adoption and the role of risk curators.
36:29 Security lessons and the future of safer DeFi.—
Nicholas Cannon LinkedIn: https://www.linkedin.com/in/inkymaze/
Nicholas Cannon X: https://x.com/inkymaze
Gauntelt: https://www.gauntlet.xyz/
Alea Reserach: https://alearesearch.io/
Alea Research X: https://x.com/AleaResearch
Alenka X: https://x.com/alenka_on_x
Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/
Kaisa X: https://x.com/kaisakaisa_
Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/
—DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
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Saknas det avsnitt?
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In this episode, Patryk Krasnicki, Director of Research at Serotonin, discusses the evolving onchain credit landscape and how crypto credit markets are moving beyond short-term, crypto-native lending.
We cover the main categories shaping the space, including credit issuance, capital allocation, infrastructure, and risk management, as well as why overcollateralized lending, tokenized institutional funds, and real-world credit are becoming important areas for DeFi.
Resources:
Report: https://se.ro/feed/article/state-of-onchain-creditArticle on the map: https://x.com/Solofunk/status/2048827810295218642
Chapters
00:00 — Introduction to onchain credit
04:37 — Mapping the onchain credit landscape
11:44 — Liquidity, yield, and institutional credit
17:29 — Growth areas and risks involved
22.22 — On-chain origination, underwriting, and credit scoring
27:32 — What comes next?—
Patryk Krasnicki LinkedIn: https://www.linkedin.com/in/patryk-krasnicki
Patryk Krasnicki X: https://x.com/Solofunk
Serotonin: https://serotonin.co/
Alea Reserach: https://alearesearch.io/
Alea Research X: https://x.com/AleaResearch
Alenka X: https://x.com/alenka_on_x
Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/
Kaisa X: https://x.com/kaisakaisa_
Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/—
DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
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In this episode, we sit down with Azeem, Co-founder of Miden, to talk about what it actually takes to build a privacy-focused blockchain from the ground up.
We get into what Miden is building, how its Guardian feature works, the common misconceptions people still have about privacy in crypto, and how Miden stacks up against others in the space.
Featuring:
Azeem — Co-founder of MidenChapters
00:00 Intro
01:56 Fundamentals of Miden
05:30 Misunderstandings About Privacy
09:03 What is Guardian?
15:42 Miden's Core Clients & What's Being Built on Miden
23:39 Miden's Long-term Business Model
33:00 The Future of Tokens & Digital Assets
37:29 Miden's Token Strategy
45:55 Miden vs. Competitors—
Azeem X: https://x.com/azeemk
Miden: https://www.miden.co/
Alea Research: https://alearesearch.io/
Alea Research X: https://x.com/AleaResearch
Alenka X: https://x.com/alenka_on_x
Kaisa X: https://x.com/kaisakaisa_—
DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
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In this episode, we use EthCC in Cannes as a starting point of where the crypto industry is right now.
We talk about the current market shift, the growing institutional presence, what builders and infra teams are prioritizing, and what operators are both worried and excited about.
Featuring perspectives from:
Anya — Director of EMEA at Galaxy
Francesco — Head of DevRel at MetaMask
Simon — Product Marketing Lead at Gauntlet
Azeem — Co-founder of MidenChapters
00:00 Intro
01:28 Episode setup & guest lineup
03:19 Azeem (Miden) — Institutions care about tech, not price
16:33 Anya (Galaxy Digital) — EthCC from an institutional lens
22:03 Simon (Gauntlet) — EthCC recap
32:53 Francesco (MetaMask) — Builders' Nights & EthCC vibe
47:22 Takeaways — the bar is higher, and that's a good thing---
Simon X: https://x.com/0xSim0
Azeem X: https://x.com/azeemk
Anya X: https://x.com/Anya_Nova
Franesco X: https://x.com/francescoswiss
Alea Reserach: https://alearesearch.io/
Alea Research X: https://x.com/AleaResearch
Alenka X: https://x.com/alenka_on_x
Kaisa X: https://x.com/kaisakaisa_
---DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
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In this episode, Aishwarya Gupta, the Global Head of Business at Polygon Labs, gives a deep dive into how Polygon Labs is building a sustainable enterprise business.
We cover Polygon’s full-stack strategy across wallets, stablecoins, interoperability, compliance, enterprise APIs, and ZK infrastructure, and why the next generation of blockchain ecosystems will be judged by real customers, recurring revenue, and scalable infrastructure.
We also look into why blockchain foundations can no longer rely only on grants, token-based income, or free infrastructure, and how enterprise demand may reshape the business model for crypto networks.---
Aishwarya Gupta X: https://x.com/0xAishwary
Polygon X: https://x.com/0xPolygon
Polygon Website: https://polygon.technology/
Alea Research: https://alearesearch.io/
Spotify: https://open.spotify.com/show/1FYar3Z...
Apple Podcasts: https://podcasts.apple.com/us/podcast...
Youtube: https://www.youtube.com/watch?v=RzD2dDz6hXU&list=PLvDC69vWCE50cwMvHHgxpzOX32Cz9h8GX
Alenka X: https://x.com/alenka_on_x
Kaisa X: https://x.com/kaisakaisa_
----DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
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This podcast explores what actually works in the onchain economy as a business.
We are long-term believers in the space, but we also believe it needs more honest conversations about how it works in practice.
That means looking beyond narratives and focusing on business models, incentives, and outcomes — what drives value today, and what it really takes to operate behind the scenes.
Have a listen 👇
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