Mantle’s Big Bets: Ethereum L2, ETH Treasury, DeFi Neobank, and Bybit
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Mantle’s Big Bets: Ethereum L2, ETH Treasury, DeFi Neobank, and Bybit

38:43 Sep 12, 2025
About this episode
Tim is the Global Head of Strategy at Mantle and YZ is Product Lead.Mantle is placing some of the biggest bets on their Ethereum L2, a DeFi neobank (UR), a long-standing $500M ETH treasury, and a new major Bybit partnership. In this episode, we unpack the implications of all this in growing demand for their DeFi economy.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:48 - Tim and YZ’s roles at Mantle11:30 - What is Mantle Index Four (MI4)?14:07 - UR, a money app for crypto natives17:40 - What will drive new users to DeFi neobanks?20:25 - Bybit partnership and its implications for Mantle23:12 - Sponsor break24:17 - Expectations for Bybit-Mantle rollout26:25 - Mantle’s ETH treasury and thoughts on DATs31:26 - The road to $80k ETH33:16 - Sponsor break34:10 - Could Mantle ever deploy an MNT DAT?35:06 - Why Mantle as an L2?37:27 - Closing------🔗 Guest Links 🔗► Mantle website: https://mantle.xyz/► UR website: https://ur.app/► Mantle on X: https://x.com/mantle_official► Tim on X: https://x.com/tx0zz► YZ on X: https://x.com/ngyingzhong------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters
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