Onchain, Honestly!

Onchain, Honestly! Ep.6 - ft Iggy Ioppe from Theo

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 We cover why tokenization alone is not enough, how much of today’s financial infrastructure still runs on outdated rails, and why many early RWA products have struggled to move beyond tokenization theater into liquidity and DeFi integration.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/ [https://www.linkedin.com/in/ioppe/]   Iggy Ioppe X: https://x.com/iggyioppe [https://x.com/iggyioppe]  Theo: https://theo.xyz/ [https://theo.xyz/]  Alea Research:  https://alearesearch.io/ [https://alearesearch.io/]  Alea Research X: https://x.com/AleaResearch [https://x.com/AleaResearch]  Spotify:  Apple: Alenka X: https://x.com/alenka_on_x [https://x.com/alenka_on_x]  Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/ [https://www.linkedin.com/in/alena-shmalko/]  Kaisa X: https://x.com/kaisakaisa_ [https://x.com/kaisakaisa_]  Kaisa LinkedIn: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnV3TFY1a2ZlVFZaYnRud1NtbGh1V0VObGtHZ3xBQ3Jtc0tsQzlUMlJsRFFYUFpncmcwNEM1Wk9seUMyTGltdUZNeUszN29vbnVpbXZiTTItM2tWdS1NNmVxQ3NWZzdzZDZjQTdSNjIxQ3I3UFdwREpZcW14MFYzcWkyUzNRM0VlcU1IQ0JCNC1QMWpHVTFtcmhpRQ&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkaisa-k-4aa212194%2F&v=YlQe1ZN3nJkhttps://www.linkedin.com/in/kaisa-k-4aa212194/ [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.

Onchain, Honestly! Ep.5 - ft. Nicholas Cannon from Gauntlet

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.

Onchain, Honestly! Ep.4 - ft. Patryk Krasnicki from Serotonin

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-credit [https://se.ro/feed/article/state-of-onchain-credit] * Article on the map: https://x.com/Solofunk/status/2048827810295218642 [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.

Onchain, Honestly! Ep.3 - ft. Azeem Khan from Miden

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 Miden Chapters 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.

Onchain, Honestly! Ep.2 - Where Crypto Is Now: Native Builders Meet Institutions

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 Miden  Chapters 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.