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

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.

Onchain, Honestly! Ep.1 - ft. Aishwary Gupta

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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGlzX0l5OG93MlpkVFN0MkpLNjFHZDB2V0JZZ3xBQ3Jtc0tsNE95XzRkUzZ0Y1VpQjYyRVBwQnBrem04UnpiaVl6ZGhUb2F3a25oeGJpcVdXODMzaFdTTndGNksyX0hDLUhjVTZaYXN0Y3lpME03SnRwU1BtMllWazFJSWtiX2QzeEdHbWIxZnRTcUliczY2RmI1TQ&q=https%3A%2F%2Fx.com%2F0xAishwary&v=RzD2dDz6hXU] Polygon X: https://x.com/0xPolygon [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbTNZN0JlTk94NmpaZG1pWXV0TXAxVDRmY1FFZ3xBQ3Jtc0tuSnhPc1M1YmFkbTQ4NzE4a2Y3WV9FN2hBSVF3Z1VybDFfaDZXVHRwZ1BnOUYtM1J4NmRiTUhpcjRoaC1tRGdWczVGRURGRlRvVFk4S2JNQVNfWk5Cak8wOWJlVUdiNDVKbTZEN1p3cm5nNmF4NDIzSQ&q=https%3A%2F%2Fx.com%2F0xPolygon&v=RzD2dDz6hXU] Polygon Website: https://polygon.technology/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHA5c19NRDhJWG1jNFU3VlYwazBBajlMdjhid3xBQ3Jtc0tsVjdRRVpiQ0VaZDIxSkxIb3JER3ZoYl9ubldGMTU0X2JudEJjZ0F5NlppTXQ1WHdWUHNsUkNnNW9CNFp3enlXeklSRlN5b2M0eDlEMndvTjh0RGdBQ1o4LU5RNzhiRWwwN0hoZ0F1bVB5bEFuNFVvYw&q=https%3A%2F%2Fpolygon.technology%2F&v=RzD2dDz6hXU] Alea Research: https://alearesearch.io/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazFxN1AwWExhdGxRTmxZMTJqaHNCSi1SRU9oUXxBQ3Jtc0ttbGR4WHVzUmdpSGU4SUZtbjBobG5FUVo4cnlKbzQ4N1NKWm52ejNLVjJQMERlNXhPZ3JCcURfNC1CdHFBTHE5d3FMZUo1YzByLXVjOUNqUmVPUlhvdGVFMXBLQ2hIQ3pTclVKd3kxclhQNk84bHp5RQ&q=https%3A%2F%2Falearesearch.io%2F&v=RzD2dDz6hXU] Spotify: https://open.spotify.com/show/1FYar3Z... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWtVMEg2ZlpqMEI5bXN6dTFFQ2ZvVVk1NVI2UXxBQ3Jtc0tsNmlwcXJ3YTdyZXdIMnhiVDFBWERhdTk0X1pkRzVycGNTREZKZ0xYTFpPV1FDdFN1alktbGlZUjFud3VVMUdvSjFuZ3psTWhXVF9rc3FsMldHREU0b2czR0dHUmRpeHBrOFBRV2xVczZ5cFhVWGF1dw&q=https%3A%2F%2Fopen.spotify.com%2Fshow%2F1FYar3ZAZs3nJiOze1TAbF&v=RzD2dDz6hXU] Apple Podcasts: https://podcasts.apple.com/us/podcast... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUJnOFFDbU9Hd2ltN3hUd2tIVWpYdVh1NlVNd3xBQ3Jtc0ttOXp3RDNTbDY1ZTZMWnJRbEJDbkUtUXNtTnJtUURSZlhtdjFwQjNydlkwdlJZSzh1MXcyQ3FxYkJiRHQyUjJzYjlKbVBkUXMzLXc5dmFXUTJCczhkNFRqMjdaLS1aSGV6ZDdHZ3hiWk5NR0xlOGVRTQ&q=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fonchain-honestly%2Fid1895373249&v=RzD2dDz6hXU] Youtube: https://www.youtube.com/watch?v=RzD2dDz6hXU&list=PLvDC69vWCE50cwMvHHgxpzOX32Cz9h8GX [https://www.youtube.com/watch?v=RzD2dDz6hXU&list=PLvDC69vWCE50cwMvHHgxpzOX32Cz9h8GX] Alenka X: https://x.com/alenka_on_x [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblp5dE9NYUZyTDczaV9UdV9rRGJSU1lPT0lHd3xBQ3Jtc0tuZlhlM1pKLTZfLWpVU3RBS1pfUWVMTGVmem5CSjlhd2NXMHNXNHBDajN2YVRLUXpXbFR5cnltM3l5WHB2azdGdlo0ZWowNTBITjNVdGNoX1I1T083aVNoNFRfUTFKVjQxZzA2QVhCb3ZGMmRWdU02dw&q=https%3A%2F%2Fx.com%2Falenka_on_x&v=RzD2dDz6hXU] Kaisa X: https://x.com/kaisakaisa_ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnlwOG8xVkx4MGF4M3ZjUEl6NXlrN1pvZGx1d3xBQ3Jtc0tsREkwTk4tQWV6Y0NfRmJ3alBpa0dkejRscXE2UlRfRmVNb2dURGJyNDQtc1U0SE9PdThvc2U4eTd2cDBMUFBrckhJVWpnWUpiVXVQM3RRUUxHY2dNb25uVFRUTHZ0VXFLNEt2SWdoR0FpNkFldFRQQQ&q=https%3A%2F%2Fx.com%2Fkaisakaisa_&v=RzD2dDz6hXU]  ---- DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

Welcome to Onchain, Honestly!

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 👇 Subscribe to our free daily newsletter: https://alearesearch.substack.com/