Episódios
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In this week's roundup, we discuss current market sentiment, Ethereum interoperability, and L2 pain points. We also cover rollup design, token value accrual, and private vs public companies. Finally, we end the episode with discussion on reducing Celestia’s inflation, and the Ethereum tariff debate.
Resources
Solving Ethereum Interop: https://x.com/pumatheuma/status/1886483744053452851
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Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
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Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(00:00) Introduction
(00:49) Market Sentiment
(10:57) Ethereum Interop
(26:38) L2 Pain Points
(32:29) Rollup Designs & Token Value Accrual
(45:50) Private vs Public Companies
(54:55) Reducing Celestia's Inflation
(01:04:06) The Ethereum Tariff
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, we dive deep into the evolving dynamics between L1s and applications, exploring whether apps are truly "parasitic" to chains like Solana or if this represents a natural evolution of value capture in crypto. The conversation covers Abstract Chain's innovative approach to creator-focused L2s, Rari's strategic stack upgrades, and the latest developments in ZK tech including real-time Ethereum proving. Along the way, we challenge traditional assumptions about protocol value capture and discuss why vertical integration might be the key to crypto's consumer adoption. Enjoy!
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Follow Jill: https://x.com/jillrgunter
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(03:24) Is Crypto Cool Again?
(07:21) Abstract Chain Launch
(22:14) DEX Structural Advantage
(24:11) Are Apps Parasitic to Solana?
(36:18) Tech Demand Paradox
(40:59) Rollup Platform Strategy
(49:27) Rari's Upgrade
(53:11) State of ZK
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
Estão a faltar episódios?
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This week's roundup Trump token phenomenon and its implications for blockchain infrastructure, including analysis of Solana's performance under stress and its competition with Ethereum's rollup ecosystem. We then explore Ethereum Foundation's cultural challenges and potential reforms, including the possibility of a second foundation. To close our we examine new Layer 1 developments emerging from the Solana ecosystem and debate the future of blockchain architecture.
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Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(02:57) Trump & Melania Token Launch
(13:03) Solana's Performance
(23:14) How People Onboard in Crypto
(30:30) Native Rollups
(45:47) Ethereum's Privatization
(57:16) Ethereum's Leadership
(01:06:27) Konstantin's Ethereum Foundation
(01:12:23) Fire Dancer Forks
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's episode Morpho CEO Paul Frambot breaks down their partnership with Coinbase that enables Bitcoin-backed loans through DeFi infrastructure. The conversation explores how Morpho's modular architecture allows seamless integration for major institutions while maintaining transparency and risk controls. Paul discusses Morpho's evolution from focusing purely on institutional clients to balancing both retail and B2B strategies. To close Mike and Paul discuss their thoughts on regulation, memecoins, and the challenging balance between innovation and user protection in DeFi.
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Follow Paul: https://x.com/PaulFrambot
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(02:08) US Crypto Strategic Reserve
(15:26) Tether's USDT Zero
(23:28) USDC vs USDT
(30:22) Ink vs Base Interop
(34:08) App Chains vs Gen Purpose
(38:42) Do Bitcoiners Want L2s?
(50:12) Solana's Market Share
(54:29) Coinbase USDC Loans on BTC
(59:58) Unwarranted Bankless Fire
(01:03:57) Crypto's Funding Mechanisms
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Jill Gunter and Zon join us to dive into US President Elect Trump's potential US crypto strategic reserve and what it means for US-launched tokens. We then shift gears to examine USDT0's launch with LayerZero, exploring how it could transform cross-chain liquidity and challenge USDC's dominance. We also unpack the complex dynamics between Base and Ink L2s, questioning whether interoperability between major exchange L2s makes sense. We wrap up with a critical look at Echo's success and the revival of ICO mechanisms.
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Follow Jill: https://x.com/jillrgunter
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(02:08) US Crypto Strategic Reserve
(15:26) Tether's USDT Zero
(23:28) USDC vs USDT
(30:22) Ink vs Base Interop
(34:08) App Chains vs Gen Purpose
(38:42) Do Bitcoiners Want L2s?
(50:12) Solana's Market Share
(54:29) Coinbase USDC Loans on BTC
(59:58) Unwarranted Bankless Fire
(01:03:57) Crypto's Funding Mechanisms
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we explore the evolving landscape of Bitcoin L2s and debate the fundamental question of crypto's use case. We dive into the technical and cultural challenges facing Bitcoin L2s, examine how different L2 ecosystems might develop unique characteristics, and unpack a pivotal ideological divide between those who see blockchain as primarily asset ledgers versus those who envision unlimited innovation potential. We close out by discussing continued blockchain experimentation and the vision of a verifiable internet. Thanks for tuning in!
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Follow Nick: https://x.com/nickwh8te
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:48) Bitcoin L2 Demand?
(20:31) Absolute vs Relative Security
(31:03) Based Rollups on Celestia
(43:11) Lazy Chains & Community Chains
(48:43) Usecase of Blockspace
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Mike and Nick discuss three major trends they expect to shape crypto in 2025: the inevitable scaling challenges facing monolithic L1s like Solana and Ethereum, the expansion of rehypothecation across DeFi protocols and bridges, and massive growth in stablecoin adoption driven by regulatory tailwinds and institutional issuers. They explore technical constraints around L1 scaling, analyze the business dynamics pushing protocols toward rehypothecation, and examine why stablecoin market cap could exceed $450B. The conversation also covers complementary predictions around ZK proofs, TEEs, and the American crypto renaissance. Thanks for tuning in and happy holidays!
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Follow Nick: https://x.com/nickwh8te
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:48) Solana & Eth Scale Fails
(07:25) American Crypto Renaissance
(11:28) Institutions Launching Chains
(19:58) Stablecoin Marketcap Exceeds $450B
(24:30) 2025 is zk Year
(29:24) TEE Growth
(39:04) Fee Switches, Rehypotheticating Assets
(45:23) Celestia 20mbps Throughput
(50:26) AI & Crypto Bubble
(1:00:23) New Media Models
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive deep into Skip Protocol's acquisition by the Cosmos Hub and what it means for the future of ecosystem. Barry and Zaki join to discuss the evolution of Cosmos, the challenges of blockchain standardization, and Skip's vision for unifying the ecosystem. They then discuss the implications of IBC Eureka, the launch of Commonware, and broader industry trends around execution environments and settlement layers. Thanks for tuning in!
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Follow Zaki: https://x.com/zmanian
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:17) Skip Protocol Acquired by Cosmos Hub
(06:42) Cosmos Hub Origin Story
(12:01) Role of Cosmos Hub & Skip
(29:22) Goals of Cosmos Hub
(34:44) Avalanche vs Cosmos
(44:06) Impact of IBC Eureka
(50:08) Movement & VM Diversity
(56:55) Network Effects of Execution vs Settlement
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive deep into the architecture and philosophy behind Eclipse with CTO Ben Lipschitz and Head of Strategy Terry. The conversation explores why applications need control over their own sequencing, challenging the traditional model where validators capture all the value. Learn about Eclipse's unique position bridging Ethereum and Solana ecosystems, their approach to local fee markets, and why the future of L2s may depend more on user/liquidity networks than settlement assurances. Thanks for tuning in!
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Follow Terry: https://x.com/0xtaetaehoho
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(03:51) Network Effects of Settlement vs Execution
(18:12) Who has Leverage?
(25:03) Application Specific Sequencing
(38:55) L1 or L2 MEV Split
(49:06) How do L1s Impact L2s
(54:39) Selecting an L1
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive into deep into the emerging landscape of Bitcoin L2s as it crosses $100k. With Uma Roy of Succint and Jill Gunter of Espress Systems joining us, we explore ZK's impact on crypto's scaling future. To close out we debate Ethereum's strategic direction and the complex relationship between L1s and L2s as Solana continues gaining adoption. Thanks for tuning in!
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Follow Uma:https://x.com/pumatheuma
Follow Jill: https://x.com/jillrgunter
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:48) $100k Bitcoin Sentiment
(05:55) Bitcoin L2 Horizon
(10:01) Modularity in Bitcoin
(15:48) Over Indexing Decentralization
(28:59) Succient Decentralized Prover Network
(43:43) Competing with Intents Model
(48:13) State of Ethereum
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
(00:00) Introduction
(01:48) $100k Bitcoin Sentiment
(05:55) Bitcoin L2 Horizon
(10:01) Modularity in Bitcoin
(15:48) Over Indexing Decentralization
(28:59) Succient Decentralized Prover Network
(43:43) Competing with Intents Model
(48:13) State of Ethereum -
In this episode, Luis, founder of Gelato and Abundance, presents a compelling argument for sovereign rollups while challenging composability. We explore how traditional L2 bridge designs may be holding back scalability, diving deep into Abundance's achievement of 1 giga gas throughput through a sovereign rollup approach. Luis makes the controversial case that liquidity fragmentation is a "skill issue" rather than a technical problem, and examines why the future of scaling may not require the complex bridge architecture common in today's L2s. We close out by diving into the evolving relationship between rollup frameworks and RaaS providers. Thanks for tuning in!
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(02:39) Abundance Overview
(08:26) What is Actually a Rollup?
(12:17) Benefits of Sovereign Rollup
(30:19) Giga Gas Production Ready
(33:47) Abundant Blockspace Thesis
(41:05) Rollup Framework Business Model
(47:29) Benefit of Interop
(54:51) RaaS vs Framework
(1:02:14) Convergence of Solutions
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Celestia co-founder Mustafa Al-Bassam dives deep into how lazy bridging and data availability sampling are rethinking crypto's scalability. Starting with the historical context of Bitcoin's block size wars, Mustafa explains how Celestia's architecture finally resolves the tension between bigger blocks and decentralization. The conversation explores the trade-offs between modular and integrated blockchain designs, the role of ZK proofs in scaling, and why light nodes may be more crucial than validators for true decentralization. Thanks for tuning in!
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--
Timestamps:
00:00 Introduction
01:46 Modular vs Integrated Tradeoffs
05:33 L1 Bottlenecks
21:25 Time to Finality Constraint
35:11 1 GB Block Roadmap
47:31 Unbundling Consensus & Verification
53:52 Checks and Balances
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Mike and Nick explore two critical challenges facing crypto as we enter the bull market: the looming stress test of crypto infrastructure and the psychological challenge of maintaining builder conviction. They dive deep into how Celestia's lazy bridging and Gelato's sovereign rollup are preparing for the scaling challenges ahead, while discussing staying true to your vision when competitors take shortcuts seem to be winning. They also share their biggest insights from DevCon and Ethereum's latest moves to nationalize rollups. Thanks for tuning in!
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Follow Nick: https://x.com/nickwh8te
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--
Timestamps:
(00:00) Introduction
(01:09) DevCon Takeaways
(08:53) Finality vs Blocktimes
(10:38) Lazy Bridging
(27:09) RaaS Provider Conflict
(31:14) Espresso Mainnet
(44:05) Sequencing Layer on Celestia
(53:41) Market Timing
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's episode Josh Bowen, founder of Astria, and Jon Charbonneau join Mike to discuss the recent launch of Astria and its role in the Celestia ecosystem. The conversation explores how different blockchain architectures are converging toward similar designs. They examine the economics of L1 tokens, the challenges of achieving true decentralization, and debate the future of blockchain L1 differentiation. They close out by discussing how technical constraints and market forces will continue to shape the end game of crypto infrastructure.
Resources:
Josh Bowen @ DBA Research Day
https://www.youtube.com/watch?v=5809YJpbhFg
Jon Charb
https://dba.mirror.xyz/UTPfxWe65dYrUu_RJX-5VkAJypFRyw3AZh6m0dRXYZk
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Follow Jon: https://x.com/jon_charb
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(02:36) Extending Minimal Designs
(09:42) Astria's Design
(14:38) Purpose Built Infrastructure
(24:09) POA Designs
(36:22) Aggregation Summit Ad
(37:05) What Makes L1 Tokens Valuable?
(52:47) ZK's Impact on Astria
(57:55) L1 Differentiation
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Mike and Nick are joined by special guest Zon from Initia to discuss the implications of Trump's victory on the crypto industry. Shifting gears they explore Polymarket's remarkable accuracy in predicting the election outcome and what it means for decentralized prediction markets. They also dive deep into Eclipse's groundbreaking launch, examining the future of SVM rollups and alternative VMs. The discussion concludes with an analysis of purpose-built chains versus app-specific chains, and what it means for the future of crypto infra. Thanksf or tuning in!
- -
Follow Nick: https://x.com/nickwh8te
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--
The Aggregation Summit, organized by Polygon Labs, is happening in Bangkok, Thailand, November 10-11, 2024
Learn more and get your early bird tickets now at https://www.agglayer.dev
--
Timestamps:
(00:00) Introduction
(01:41) Thailand's Crypto Scene
(04:04) Crypto's Post Election Thoughts
(11:11) Crypto Regulatory Clearance
(23:15) Eclipse Launch
(32:45) Will Solana have L2s?
(39:58) AAS
(43:09) Purpose Built Chains
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Chris Burniske and Ryan Watkins join us to explore the evolving relationship between applications and infrastructure in crypto's value accrual balance. They dissect the current state of infrastructure premiums, examine how ETFs are reshaping market dynamics, and discuss the emerging opportunities in DeFi and AI integration. Thanks for tuning in!
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Follow Chris: https://x.com/cburniske?lang=en
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
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Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
The Aggregation Summit, organized by Polygon Labs, is happening in Bangkok, Thailand, November 10-11, 2024
Learn more and get your early bird tickets now at https://www.agglayer.dev
--
Timestamps:
(00:00) - Introduction
(02:27) - Applications vs Blockchains
(28:47) - Value Accrual End Game
(43:32) - Aggregation Summit Ad
(44:16) - Impact of ETFs
(1:03:16) - Crypto's AI Intersection
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode of Expansion, Mike is joined by Nick White of Celestia to explore the fundamental challenges of blockchain scaling. They dive deep into Celestia's approach to abundant blockspace, recent protocol upgrades including Shwab and Ginger, and the engineering tradeoffs between modular and monolithic blockchain designs. The conversation covers everything from fee market dynamics across different chains to the recent launch of Astria's decentralized sequencing layer. Thanks for tuning in!
- -
Follow Nick: https://x.com/nickwh8te
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--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(06:03) The Lazy Blockchain
(12:19) Celestia Roadmap
(19:57) Incoming Celestia Upgrades
(31:28) Optimizing for Blockspace Demand
(49:59) Astria Launch
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's episode John Adler and Evan Forbes reveal how three major breakthroughs at blockchain's data layer may enable truly unstoppable applications. They explain why previous attempts at unstoppable apps have fallen short, and how Big Blocks, Vacuum, and Big Blocks, Slow Squares will finally make internet-scale decentralized applications possible. Thanks for tuning in!
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Follow John: https://x.com/jadler0
Follow Evan: https://x.com/evansforbes
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(00:00) Introduction
(01:20) Schwab Upgrade to Celestia
(15:24) Compact Blocks Perks & Limitations
(28:31) Vacuum's Edge Case Solutions
(40:47) Fast Blocks, Slow Squares
(57:15) What's Left for Gigabyte Blocks
(1:01:42) Impact of DA
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
Today's episode with Matt from Caldera explores how Rollup-as-a-Service providers are dramatically reducing the cost and complexity of launching L2s, from $15M down to just thousands. Learn about Caldera's strategy for standardizing blockchain infrastructure, their perspective on different rollup stacks (Arbitrum, Optimism, zkSync), and their vision for connecting multiple blockchain clusters through their meta layer. Thanks for tuning in!
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Follow Matt: https://twitter.com/0xkatz
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:26) Rollup as a Service Model
(06:11) True Cost of L2s
(15:09) End Game of Infra
(34:15) Pros and Cons of Stacks
(48:39) Are RAAS Providers Centralizing?
(57:10) Virtual Machine Inclusion
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we explore the concept of sovereignty in crypto with Nick White, examining how it enables users to opt out of oppressive systems and retain control of their assets. We discuss the tension between user and developer sovereignty, diving into how modular blockchain architecture creates new possibilities for both. The conversation then shifts to the intersection of crypto with the increasing importance of peer-to-peer settlement. We explore the fascinating connection between AI and crypto sovereignty, before concluding with thoughts on blockchain's role in establishing verifiable truth in our digital future. Thanks for tuning in!
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Follow Nick: https://x.com/nickwh8te
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(03:15) Evolution of Sovereignty
(15:45) System Op-in
(34:33) Peer to Peer Settlement
(47:49) The Value of Truth
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. - Mostrar mais
