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Medici Presents: Level Up

Medici Presents: Level Up

Von: The Medici Network
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 Presented by the Medici Network, Level Up is the premier podcast for institutional investors navigating liquid token markets. Hosts David Grider from Finality Capital and Sean Farrell from Fundstrat sit down with top protocol founders and crypto-native fund managers to cut through the noise. Each episode unpacks token economics, adoption trends, valuation frameworks, and key risks—giving you the insights to stay ahead in the evolving digital asset landscape.The Medici Network Persönliche Finanzen Ökonomie
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  • Medici Level Up with Alex Cutler, Co-Founder of Aerodrome

    Medici Level Up with Alex Cutler, Co-Founder of Aerodrome
    Aug 1 2025

    In this episode of Level Up, David and Sean speak with Alex Cutler, Co-Founder of Aerodrome, and Austin Barack, Founder of Relayer Capital. They examine Aerodrome’s unique approach to decentralized exchange (DEX) design and token economics. They cover the Medex model, emissions, token locking mechanics, and Aerodrome’s role as a core infrastructure layer on Base. Austin also shares Relayer’s investment thesis and why Aerodrome stands out in a competitive landscape.


    View the Full Level Up Podcast Disclaimer Here: https://level-up-podcast-disclaimer.super.site/


    Key Points From This Episode:

    [00:00:00] Introduction to Aerodrome’s aligned incentives and yield focus

    [00:06:03] Overview of revenue growth, transaction volume, and emissions

    [00:12:15] Comparing token performance with DEX competitors

    [00:18:25] Austin shares how he discovered and researched Aerodrome

    [00:24:33] Addressing the DEX trilemma with the Medex model

    [00:30:39] Token valuation and return of revenue to holders

    [00:36:43] The team’s alignment through token utility and no vesting

    [00:42:45] Real-world assets and institutional adoption pathways

    [00:49:00] How Aerodrome retains liquidity and displaces competitors

    [00:55:07] Early skepticism around Base and Coinbase’s decentralization

    [01:01:27] DEX routing from Coinbase expands access to new tokens

    [01:07:32] Token locking behavior across funds, teams, and protocols

    [01:13:36] Potential for scaling execution across massive volume

    [01:20:07] Token supply, inflation, and immutability versus emissions

    [01:26:27] Case study: bootstrapping a dominant BTC pool on Base

    [01:32:27] On-chain governance and voting power dynamics

    [01:38:30] Protocol functionality controlled by token holders

    [01:44:58] Margin of safety in Aerodrome’s current valuation

    [01:51:13] Coinbase’s strategy as a front end for the onchain economy

    [01:57:34] Austin’s price projection based on revenue and growth multiple

    [02:03:36] Wrap-up and closing remarks


    Links:

    The Medici Network: https://www.medici.network/

    Podcast Site: https://levelup.medici.network/


    Interested in being a Protocol Guest? Connect with Elmira on X: https://x.com/elmira_yilham


    Co-Hosts

    David Grider, Finality Capital - https://x.com/David_Grid

    Sean Farrell, Fundstrat Global Advisors - https://x.com/SeanMFarrell


    Guests


    Alex Cutler - https://x.com/wagmialexander

    Austin Barack - https://x.com/austinbarack

    Production and editing by The Podcast Consultant - https://thepodcastconsultant.com/
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    2 Std. und 4 Min.
  • Medici Level Up with Sidney Powell, Co-Founder of Maple Finance

    Medici Level Up with Sidney Powell, Co-Founder of Maple Finance
    Jul 10 2025
    In this episode of Level Up, David and Sean sit down with Sidney Powell, Co-Founder and CEO of Maple Finance, alongside Felipe Montealegre from Theia Research. Sidney shares Maple’s journey from tokenized bonds to becoming a major on-chain asset manager offering over-collateralized lending and Bitcoin yield products. Felipe adds an investor’s perspective on Maple’s positioning within decentralized credit markets and what sets it apart from traditional and DeFi lending platforms. Together they analyze Maple’s growth, risk management, and roadmap.View the Full Level Up Podcast Disclaimer Here: https://level-up-podcast-disclaimer.super.site/Key Points From This Episode:[00:00:40] Introduction to Maple Finance and guest intros [00:17:24] Sidney’s background in debt capital markets and the founding story of Maple [00:19:02] Maple’s early focus on under-collateralized lending and pivot to over-collateralized lending [00:19:36] Origin of the “Maple” and “Syrup” branding [00:21:12] Felipe’s background and Thea’s investment thesis on Maple [00:25:22] How Maple operates as an on-chain asset manager [00:28:47] Custody structures and why institutions prefer Maple’s hybrid approach [00:31:30] Lessons from the 2022 lending crises and Maple’s segregation of risk [00:34:28] Positioning Maple in the Web3 lending landscape [00:37:06] How Maple handles collateral, margin calls, and liquidations [00:42:42] New product growth: Syrup USD and Bitcoin yield products [00:46:18] Integrations with DeFi protocols and CEX partnerships [00:49:26] Maple’s competitive edge between TradFi and DeFi [00:56:23] Wholesale funding relationships and the Cantor Fitzgerald partnership [00:59:34] Maple’s cost of capital, NIM, and revenue model [01:05:35] The role of the Syrup token and governance mechanics [01:09:40] Token supply, staking, and institutional holders [01:16:06] Final thoughts on Maple’s growth strategy and future outlookLinks:The Medici Network: https://www.medici.network/ Podcast Site: https://levelup.medici.network/ Interested in being a Protocol Guest? Connect with Elmira on X: https://x.com/elmira_yilham Co-HostsDavid Grider, Finality Capital - https://x.com/David_GridSean Farrell, Fundstrat Global Advisors - https://x.com/SeanMFarrellGuests Sidney Powell - https://x.com/syrupsid?lang=enFelipe Montealegre - https://x.com/theiaresearch?lang=enProduction and editing by The Podcast Consultant - https://thepodcastconsultant.com/
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    1 Std. und 32 Min.
  • Medici Level Up with Adam Winnick, Founder of The Medici Network

    Medici Level Up with Adam Winnick, Founder of The Medici Network
    Jun 24 2025
    In this special episode of Level Up, David and Sean chat with Adam Winnick, founder of The Medici Network and Finality Capital. Adam shares how Medici grew from a visionary idea into a global community focused on institutional digital asset adoption. He breaks down what sets Medici events apart, explores the evolution of allocators in digital assets, and highlights emerging investment thesis around real-world use cases, re-staking protocols, and digital asset treasuries. Adam also explains how his personal and professional background prepared him to bridge traditional finance and blockchain innovation.View the Full Level Up Podcast Disclaimer Here: https://level-up-podcast-disclaimer.super.site/Key Points From This Episode:[00:00:00] Intro[00:01:36] Adam introduces Medici’s mission and event model[00:03:17] The meaning behind the name “Medici” and its acronym origins[00:06:02] How an allocator comment sparked the idea for Medici[00:07:53] Adam’s background in credit, tech, and founding Medici[00:13:40] How Medici curates its network and selects event participants[00:18:37] The evolution of institutional allocator profiles[00:22:26] Why blockchain is a capital-efficient path to internet reinvention[00:24:03] Comparing venture vs. liquid strategies in digital assets[00:30:23] Re-staking, data portability, and the case for infrastructure bets[00:34:23] Building Finality Capital and launching the liquid fund[00:36:52] The edge of standalone digital asset funds for allocators[00:40:38] Thoughts on stablecoins, RWAs, and American financial dominance[00:43:40] What’s next for Medici: expanding team, events, and product roadmap[00:46:45] Why allocators should dig into real world use cases[00:47:28] A call to build: insurance, AI, and the power of zk-TLSLinks:The Medici Network: https://www.medici.network/ Podcast Site: https://levelup.medici.network/ Interested in being a Protocol Guest? Connect with Elmira on X: https://x.com/elmira_yilham Real-World Apps & zk-TLS: https://x.com/David_Grid/status/1891956672865652756 Co-HostsDavid Grider, Finality Capital - https://x.com/David_GridSean Farrell, Fundstrat Global Advisors - https://x.com/SeanMFarrellGuestAdam WinnickX: https://x.com/adam_winnick?lang=enLinkedIn: https://www.linkedin.com/in/adam-winnick-36316a1 Medium: https://medium.com/@adam_winnickProduction and editing by The Podcast Consultant - https://thepodcastconsultant.com/DisclaimerThis podcast is for informational purposes only and should not be construed as financial, legal, tax, or investment advice. The views expressed by the hosts and guests are their own and do not necessarily reflect those of The Medici Network, Fundstrat Global Advisors LLC, Finality CP Management, LLC, or any of their affiliates. Listeners should consult their own professional advisors before making any financial or investment decisions.Some protocol guests featured on this podcast may be annual paid members of The Medici Network. This membership does not imply endorsement by The Medici Network. This podcast does not constitute an offer to sell or a solicitation to buy any securities or tokens.
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    52 Min.
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