Mathieu Baril is the CoFounder and CEO of Octav Labs.

How does someone who tests new protocols daily as part of his job actually invest onchain? In this episode, Mathieu shares all the his latest strategies onchain, including how he hedges Uniswap LPs with options, why tokenized stocks and Robinhood Chain caught his attention, how he uses LP fees to take profit, and the tokens he’s holding and watching.

Hear from one of the most advanced DeFi investors in the game!

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💎 THIS EPISODE'S SPONSORS

🔒 KPK | Best risk-adjusted yield through automated vaults

🏦 AXIS | The Origin Vault launched on Ethereum

🟠 APYX | The first dividend-backed stablecoin (DBS)

♾️ INFINIT | Institutional-grade trading vaults, built onchain

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

💰 SAFFRON FINANCE | A fixed yield layer built on Uniswap

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⏱️ TIMESTAMPS

0:00 - Intro
2:11 - From Bitcoin mining to DeFi Summer
6:34 - How Octav offers early signal on new protocols
8:53 - What new DeFi is most exciting right now?
16:41 - How Mathieu earned huge LP returns on Robinhood Chain
20:57 - The impressive thing about Robinhood using USDG
22:32 - How to hedge Uniswap LP positions with options
27:02 - Why Mathieu reallocated from Base to Robinhood Chain
28:13 - Hyperliquid, Kinetiq, and why Elysium is interesting
32:19 - Mathieu’s ideas for managing longs over the next 12 months
40:23 - Are crypto FDV multiples out of line with TradFi?
42:22 - Why ETH is a store of value, plus his top 3 liquid positions
46:46 - Mathieu’s shopping list: VVV, DIME, and other options tokens
48:36 - Mathieu’s DIME/Paradex bull thesis explained
52:38 - What is Tacticalls? A social copy trading platform for options
57:06 - Screenshare demo of Tacticalls
1:03:13 - Octav demo: Tracking any wallet with AI insights
1:11:00 - Closing

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🔗 GUEST LINKS

► Octav website: https://octav.fi/
► Octav on X: https://x.com/OctavFi
► Tacticalls website: https://tacticalls.xyz/
► Tacticalls on X: https://x.com/tacticallsxyz
► Mathieu on X: https://x.com/mbaril010

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DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.