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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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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
- -
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!
- -
Follow Zaki: https://x.com/zmanian
Follow Barry: https://x.com/BPIV400
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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
- -
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. -
Saknas det avsnitt?
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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!
- -
Follow Terry: https://x.com/0xtaetaehoho
Follow Ben: https://x.com/convoluted_code
Follow Nick: https://x.com/nickwh8te
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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/
--
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
- -
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!
- -
Follow Uma:https://x.com/pumatheuma
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Mike: https://x.com/MikeIppolito_
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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/
--
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
- -
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!
- -
Follow Luis: https://x.com/luis_0x
Follow Mike: https://x.com/MikeIppolito_
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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/
--
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
- -
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!
- -
Follow Mustafa: https://x.com/musalbas
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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
01:46 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
- -
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!
- -
Follow Nick: https://x.com/nickwh8te
Follow Mike: https://x.com/MikeIppolito_
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Subscribe on YouTube: https://www.youtube.com/@expansionpod
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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
(01:09) 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
- -
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
- -
Follow Jon: https://x.com/jon_charb
Follow Josh: https://x.com/Jskybowen
Follow Mike: https://x.com/MikeIppolito_
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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/
--
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
- -
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
Follow Zon: https://x.com/ItsAlwaysZonny
Follow Mike: https://x.com/MikeIppolito_
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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
(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
- -
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
Follow Ryan: https://x.com/ryanwatkins_
Follow Nick: https://x.com/nickwh8te
Follow Mike: https://x.com/MikeIppolito_
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/
--
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
- -
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
Follow Mike: https://x.com/MikeIppolito_
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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
(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!
- -
Follow John: https://x.com/jadler0
Follow Evan: https://x.com/evansforbes
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
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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
(01:20) 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
- -
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!
- -
Follow Matt: https://twitter.com/0xkatz
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
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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
- -
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!
- -
Follow Nick: https://x.com/nickwh8te
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
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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
- -
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 creation of Superlane, crypto's first major move into rollup interoperability. We discuss the evolving landscape of rollup costs and solutions, examining the challenges and opportunities in launching sovereign rollups. The conversation then shifts to Celestia's recent performance upgrades and its implications for data availability. We also explore Avalanche's success with Off the Grid and what this means for crypto and gaming. Finally, we touch on the emergence of AI-driven meme coin traders and their implications for the crypto space. Thanks for tuning in!
- -
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
(00:51) SuperLane & Super Chain Interop
(18:17) Celestia DA Upgrade
(21:32) The Costs of Rollups
(37:13) Off the Grid's Growth
(47:16) AI Crypto Cults
- -
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, Sid Gandhi, co-founder and CEO of Polybase Labs, discusses the payment network, Payy. The conversation delves into the challenges of crypto payments, Payy's approach to solving these issues, and the architectural decisions behind their technology stack. Sid unpacks the future of onchain banking, the importance of self-custody, and the potential for Payy to become a modular platform for building diverse financial services. Thanks for tuning in!
- -
Follow Nick: https://x.com/nickwh8te
Follow Sid: https://x.com/sidgandhi_xyz
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:
- -
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 Uniswap's surprise Unichain announcement and its potential impact on DeFi. We also explore the emergence of Exchange OS and its promise of provable exchanges using ZK proofs. The conversation then shifts to the challenges of accurate metrics in crypto, particularly addressing inflated user numbers. We then discuss Binance's controversial pre-market trading feature and its implications for price discovery. Finally, we reflect on the current state of token distribution methods and potential alternatives to traditional airdrops. Thanks for tuning in!
- -
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
(01:34) Modular in an Integrated Way
(06:04) Uniswap's UniChain
(24:08) Movement Open Testnet
(29:22) Exchange OS
(35:37) Binance Pre-Market Trading
- -
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’re joined by Jon Charbonneau, Co-Founder of DBA to discuss L1 & L2 token value capture! We discussed measuring profitability of tokens, PoS vs PoW value accrual, and whether or not issuance is a cost. Additionally, we unpacked the economics of L2s, and compared them to L1 economics. Finally, we asked ourselves - can anything flip BTC as money?
Thanks for tuning in!
--
Resources
L1 & L2 Token Value Capture: https://dba.xyz/l1-l2-token-value-capture/
Uncommon Core 2.0 - Ethereum’s Staking Endgame: https://podcasts.apple.com/us/podcast/ethereums-staking-endgame/id1517659188?i=1000650123776
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L2s and L3s are history. Supra Containers give you dedicated, customizable AppSpace on Supra’s Layer-1 to rescue you from the costs, complexities, and fragmentation of L2s and L3s.
Containers help you build with better customization and control than appchains at a fraction of the cost. Use your own token as the gas token, create local fee markets with custom gas amounts or just go gasless, and scale on demand whenever you need to.
Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.
Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks
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Index Coop's Leverage Suite provides streamlined access to leverage, with built-in liquidation protection and low fees. Non-US users can now trade 2x, 3x and inverse leverage tokens for ETH and BTC on Arbitrum, Base, and Ethereum Mainnet.
Stop overpaying for leverage. Save up to 6x in fees compared to perps: https://indexcoop.com/blockworks-leverage
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Follow Dan: https://x.com/smyyguy
Follow Jon: https://x.com/jon_charb
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
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Timestamps:
(0:00) Introduction
(2:52) Crypto Networks Are Not Companies
(10:17) Token Holder P&L
(14:52) Are Taxes A Cost For Issuance?
(22:40) Network Sustainability
(25:57) Supra Ad
(26:53) Index Coop Ad
(27:59) How Can We Compare Networks?
(39:04) Understanding Operator Costs
(50:13) Network Metrics to Know
(56:53) Network Valuation Walkthrough
(59:37) Maintaining Network Security
(1:09:18) How Does Token Utility Impact Network Valuations?
(1:17:02) Subsidizing Networks
(1:30:36) Applying REV to Network Valuation Models
(1:40:53) Stages of Network Development
(1:49:16) MEV & Network Fee Durability
(1:57:58) The Monetary vs Cashflow Camps
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Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive into the shift towards ZK technology, marking the end of the optimistic rollup era. We explore Visa's entry into the stablecoin market and discuss the implications of Celestia's Lemongrass update. The conversation touches on the Eigen Layer token unlock controversy, debates around light node functionality, and the potential unveiling of Satoshi Nakamoto. We also address Edward Snowden's criticism of Solana and the importance of open source ethics in the crypto space. Thanks for tuning in!
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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/
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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
(01:15) Why Are You Building Apps Here
(09:04) EigenLayer Token Unlock
(18:32) Permissionless III Ad
(20:04) Conduit Upgrade
(29:46) Visa Tokenized Asset Platform
(33:34) Union & Trusted Setup Ceremonym
(37:33) Celestia Light Nodes
(44:38) Protecting Open Source
(46:12) Satoshi Unveiled
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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 Prism, a protocol built on Celestia that aims to solve key transparency issues plaguing internet security. Ryan from Prism and Jacob from Celestia discuss the limitations of current end-to-end encryption methods and how Prism's decentralized approach could impact messaging apps to VPNs. They explore the broader implications for Web3, the importance of light node adoption, and how Prism could bridge the gap between Web2 and Web3. Thanks for tuning in!
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Follow Jacob: https://twitter.com/jacobarluck
Follow Ryan: https://twitter.com/distractedm1nd
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/
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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
(02:21) Perils of End-to-End Encryption
(23:50) Permissionless III Ad
(25:22) Expanding Blockspace Usecases
(36:22) Prism Usecases
(48:07) Value of Sovereign Layers
(1:03:09) First GTM Products
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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. - Visa fler
