Stay ConnectedThe podcast on Modular. Exploring a refreshed vision for building in crypto.
Expansion is a podcast exploring the intersection of modular blockchain design and abundant blockspace.
We’ll bring on the leading voices from the modular ecosystem to discuss blockchain design, specialization, applications, and the possibilities that cheap, secure blockspace unlocks.
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!
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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/
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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
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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 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
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
--
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/
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--
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/
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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.
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!
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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
--
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
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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, 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!
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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/
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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:
- -
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!
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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/
--
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
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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’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!
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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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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
--
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/
--
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
(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.
This episode kicks off with Celestia's massive $100 million raise and its implications for modular blockchains. We then dive into the evolving landscape of blockchain interoperability, examining Hyperlane's SVM expansion and Wormhole's Era 3 upgrades. The conversation shifts to TreasureDAO's controversial move from Arbitrum to zkSync, debating project loyalty and financial incentives. We close by discussing Athena's EUSD, exploring dollar-denominated restaking and stablecoin centralization concerns. 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/
--
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
(01:18) Celestia & Initia Raise
(06:19) Kyle Samani & Vitalik Debate
(12:00) SVM Adoption
(16:53) Permissionless III Ad
(18:25) Wormhole Era 3
(28:14) Issuance Centralization
(40:00) Ethena Liquid Restaking LRT
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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 Nick White unveils Celestia's ambitious roadmap, challenging the notion that DA is a commodity. He argues for a future of abundant, sovereign blockspace that could render current L1s obsolete. He also dissects Celestia's three-pillar strategy: abundant block space with gigabyte blocks, verifiable block space through light nodes, and frictionless blockspace via innovations like ZK accounts. The conversation explores how Celestia aims to enable truly unstoppable applications, potentially reshaping the blockchain landscape and even resisting nation-state interference. 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
(02:39) DA as a Business
(20:12) Is DA a Commodity?
(32:22) Permissionless III Ad
(33:54) Build Whatever
(51:56) Credible Neutralality Inheritance
(55:31) Celestia Roadmap Pillars
(1:13:07) Frictionless 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, the hosts dive into the evolving landscape of token distribution, exploring the shift from airdrops to stake drops citing EigenLayer's Season 2. They also discuss the cultural differences between Asian and Western crypto scenes, analyze recent SEC actions, and examine innovative cross-chain solutions from projects like 1nch and Osmosis. The conversation also touches on the challenges facing crypto culture, the potential death of airdrops, and the rise of intent-based architectures in DeFi. 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/
--
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
(01:22) Cringe Crypto Flights
(04:24) Crypto's Social Layer
(09:48) Prism Private Messaging
(13:01) Permissionless III Ad
(14:33) Unify AVS
(19:52) EigenLayer Stake Drop
(27:07) Death of Airdrops
(34:49) SEC Lawsuit Dismissed
(45:40) 1nch Crosschain Swaps
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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 future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they could transform crypto. Thanks for tuning in!
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Follow Drew: https://x.com/drewvdw
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
(01:17) MEV Boost Overview
(13:26) End Game of Ethereum Infra
(16:57) Permissionless III Ad
(18:29) Designing Public Goods in Ethereum
(24:01) Designing Commitments
(32:32) Inclusion List Implications
(38:47) Credible Neutrality Implications
(50:44) Opt In Requirements
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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 world of cross-chain trading with Sunny, co-founder of Osmosis, who unpacks their latest product Polaris. We then move on to explore the implications of Succinct's ZK rollup solution for Optimism and unpack Eigen DA's revealing data on blockchain capacity. The conversation then shifts to Coinbase's launch of cbBTC and its potential impact on Bitcoin in DeFi. Thanks for tuning in!
- -
Follow Sunny: https://x.com/sunnya97
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
(00:53) Trading Tokens from Anywhere
(17:18) Perils of Offchain Functions
(30:05) Permissionless III Ad
(31:37) Succint Solves ZK Rollups
(38:58) Demand for DA
(50:30) cbBTC Launch
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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 latest in scalability with Avi Zurlo from the Nil Foundation. We unpack sharding, its application in blockchain, and how it differs from traditional rollup solutions. Avi breaks down the complexities of ZK sharding, discusses the challenges of interoperability in a sharded system, and compares different approaches to scaling blockchains. The conversation also touches on the future of global shared state machines and the potential impact of sharding on developer experiences and application design.
- -
Follow Avi: https://x.com/avizurlo
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
(01:24) What is Sharding?
(11:59) Evolution of Rollup Roadmap
(24:58) Permissionless III Ad
(26:30) VMs & Scalability
(31:58) Is a Globally Shared State Machine Real?
(41:53) Fee Market Design of Sharded Systems
(44:34) DA vs Sharding
- -
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 roundup we explore Celestia's 1GB block roadmap and Arbitrum's Stylus launch. We also unpack the controversy surrounding NEAR Protocol's publicity stunt and debate the ethics of "vape-to-earn" projects. Finally, we examine how Japanese banks are testing stablecoin transfers and what this means for institutional adoption. Enjoy!
- -
Follow Rex: https://x.com/LogarithmicRex
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--
Timestamps:
(00:00) Introduction
(01:09) Celestia Roadmap 1GB Blocks
(07:04) Arbitrum Stylus Launch
(14:29) Permissionless III Ad
(16:01) Are We Building the Same Thing?
(23:22) Is Crypto Twitter Dead?
(29:35) Trump Aave Fork
(36:08) Near Blockchain Hack
(45:18) Vape to Earn
(50:57) Japan Banks Cross Border Stablecoin Transfer
- -
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 L2 scaling architecture with Josh from Astria and Terry from Eclipse. They explore the intricacies of shared sequencing, data availability, and the evolving landscape of L1 and L2 solutions. They unpack the technical challenges of decentralization, the role of Celestia, and the innovative approaches both projects are taking to create more efficient and scalable systems. From MEV capture to bridging solutions, this episode is a must listen!
- -
Follow Terry: https://x.com/0xtaetaehoho
Follow Josh: https://x.com/Jskybowen
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
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--
Timestamps:
(00:00) Introduction
(01:46) Astria & Eclipse Builds
(12:54) What is Settlement?
(19:32) Permissionless III Ad
(21:04) Decentralization Sequencer Spectrum
(35:53) Incentives for Shared Sequencing
(53:31) Based Sequencing Paradigm
(58:02) Builder Pitch
(1:03:29) Is DA a Commodity
- -
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 week's Expansion roundup, Jon and Rex dissect the pitfalls of crypto rebranding, centered on MakerDAO's controversial shift to Sky Network. They explore why such moves often backfire and what it means for project identity in the blockchain space. The conversation expands to cover Telegram's blockchain troubles, OpenSea's SEC Wells Notice, and the growing dominance of Celestia in data availability. They also debate Vitalik Buterin's comments on DeFi's role in crypto's future, tying it all back to the challenges of maintaining a clear vision and identity in crypto. 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
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--
Timestamps:
(00:00) Introduction
(01:37) Pavel Arrest & TON Chain Halt
(07:56) OpenSea Wells Notice
(17:40) Permissionles III Ad
(19:11) MakerDAO's Rebrand
(32:53) Celestia's DA Market Share High
(41:10) EigenLayer DA
(48:23) DeFi Isn't Crypto's Purpose
(55:03) Threshold Network Merger
- -
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 heart of crypto's purpose. Our guest, Logan from Frictionless Capital, challenges conventional blockchain scaling, arguing for high-throughput systems. We explore the tension between performance and decentralization, dissect the role of Layer 2 solutions, and debate the true purpose of crypto. This conversation highlights the critical engineering trade-offs shaping the industry and questions whether current approaches align with blockchain's ultimate goals. You don't want to miss this!
- -
Follow Logan: https://x.com/LoganJastremski
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
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Timestamps:
00:06 Introduction
00:54 Purpose of Blockchain
09:22 Optimizing for Network Performance
17:23 Credible Neutrality
23:23 Measuring Blockchain Success
34:58 What's Wrong with Crypto?
45:33 Consensus vs Performance
01:06:04 Are We Replacing TradFi?
- -
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 wild world of memecoins, exploring a recent McDonald's Instagram hack and the psychology behind crypto's most controversial trend. We then shift gears to discuss Jerome Powell's pivotal announcement on interest rate cuts and its implications for the crypto market. The conversation then moves to the modular blockchain space, debating the merits of app-specific chains versus shared-state systems. We also explore the Monad vs. MegaETH debate and its significance for Ethereum's future. Finally, we touch on if NFTs are actually dead. Thanks for tuning in!
- -
Follow Joseph: https://x.com/Casa_Intern
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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--
Timestamps:
(00:00) Introduction
(02:04) Memecoin Arena
(14:01) Are Memecoins Bad?
(27:31) Permissionless III Ad
(29:02) Jerome Powell's Rate Cuts
(32:21) Will Every App Launch Chains
(44:00) Monad vs MegaETH Debate
(52:56) Are NFTs Dead?
- -
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 the evolving app chain ecosystem with Josie from MilkyWay and Zo from Blackwing. They discuss their decision to build on emerging platforms like Initia, exploring the technical advantages of full stack control and customization. We examine Blackwing's innovative trading system and MilkyWay's restaking protocol, before delving into the challenges and benefits of growing within a new blockchain ecosystem. Thanks for tuning in!
- -
Follow Josie: https://x.com/josietyleung
Follow Zo:https://x.com/0xzozozo
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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--
Timestamps:
(01:29) Blackwing & Milky Way Origin Story
(10:08) Modular Blockchains vs Applications
(17:13) Permissionless III Ad
(18:44) User Assurances & Modular Unlocks
(29:12) Zero Sum Dynamics
(38:29) Ideal Usecases
(45:05) Growth Advantage for 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.(00:00) Introduction
In this week's roundup we dissect the EigenLayer airdrop scandal and its implications for industry practices. The conversation then shifts to the intricacies of shared sequencing and base sequencing, exploring their potential impact on endgame architecture. We also examine the recent wBTC custody drama and its ripple effects across DeFi. Finally, we discuss the evolution of airdrop strategies and their sustainability in the current crypto landscape. 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
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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
(01:03) EigenLayer Airdrop Scandal
(08:35) Is Shared Sequencing Dead?
(17:40) Permissionless III Ad
(19:12) Pivoting to Interop
(29:35) Trade Offs of Base Sequencing
(32:59) wBTC Custody Drama
(50:27) NFTFi & Airdrops
- -
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, Ben Fisch, CEO of Espresso Systems, delves into the complexities of rollup interoperability and shared sequencing. He explains Espresso's innovative two-component system: a fast finality service and a marketplace for sequencing rights. The discussion covers the benefits of coordinated sequencing, challenges in crosschain communication, and the potential for synchronous composability across different blockchain ecosystems. Ben also addresses concerns about MEV exposure and outlines strategies for balancing risks and benefits in this evolving landscape.
- -
Follow Ben: https://x.com/benafisch
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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--
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--
Timestamps:
(00:00) Introduction
(02:55) Shared Sequencing Landscape Today
(06:02) Base Sequencing
(17:39) Permissionless III Ad
(19:11) Shared Sequencing Marketplace
(32:55) Rise of Superchains
(43:46) Standards of Crosschain Communication
(48:41) MEV Exposure
- -
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 the recent Solana bug fix that raises questions about true centralization in crypto. We also explore the evolving airdrop meta, discussing lessons from Celestia's TIA token and the difficulty of launching tokens in today's landscape. The conversation then shifts to the value of business development in crypto, the ongoing competition in the VM space, and the importance of attribution in open-source projects. Finally, we touch on the changing market dynamics with the introduction of crypto ETFs. Enjoy!
- -
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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--
Timestamps:
(00:00) Introduction
(01:23) Jump's Meltdown?
(08:34) Solana's Critical Bug
(12:25) Permissionless III Ad
(13:56) Centralization Risks of Clients
(21:00) Hyperlane Token Launch
(23:45) Staker Airdrop Meta
(32:56) Value of BD in Crypto
- -
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 expanding utility of blockchain technology beyond financial applications. Joe Coll of Witness Protocol discusses how blockchain properties can be applied to offchain data, addressing challenges of data integrity in the age of AI and generated content. We also delve into the concept of "data existence" and its importance for trust-minimized systems. The conversation covers potential use cases for blockchain verification of off-chain data, from AI interactions to Web2 integration, offering insights into the future of digital trust and data integrity on the internet. Enjoy!
- -
Follow Joe: https://x.com/0x_osprey
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
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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
(01:43) What is Data Availability Today
(10:51) Permissionless III ad
(12:23) Witness Protocol's DA
(16:30) The Resource Market
(21:49) Witness Data Flow
(27:51) Proving Mechanism
(39:29) Purpose of Blockchains
(51:41) Usecases of Witness Protocol
- -
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 the first roundup episode of roundup Rex and Jon dive into the recent stress test of Celestia by Eclipse launch and its implications for data availability layers. They also examine Solana's DEX volume surpassing Ethereum and debate the significance of various blockchain metrics. The conversation shifts to the potential of ZKVMs to revolutionize blockchain architecture, followed by an analysis of Movement's testnet launch and its community-building approach. Close out by discussing the California DMV's blockchain integration and its potential impact on real-world adoption. 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/
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--
Timestamps:
(00:00) Introduction
(01:36) Eclipse DA Stress Testing Celestia
(07:48) Rise of Alt VMs
(11:04) Permissionless III Ad
(12:36) End Game of zkVMs
(14:59) Movement VM Testnet
(18:52) Developer Incentives
(20:08) Solana DEX Volume Flips Ethereum
(27:17) Avalanche & California DMV Integration
(34:18) Nomada Token Launch Controversy
- -
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, we dive deep into the intersection of crypto, AI, and intellectual property. Our guests, Daniel from Modulus Labs and Jason from Story Protocol, explore how zero-knowledge proofs can provide trust and verification for AI models. They discuss the potential of programmable IP on blockchains, the future of creativity in an AI-driven world, and how these technologies could revolutionize industries from healthcare to education. The conversation culminates in a vision of blockchain as the essential trust layer for intelligent machines, potentially reshaping our understanding of digital identity and interaction.
- -
Follow Daniel: https://twitter.com/realdanielshorr
Follow Jason:https://twitter.com/jasonjzhao
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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--
Timestamps:
(00:00) Introduction
(01:42) The Crypto & AI Intersection
(10:46) Permissionless III Ad
(12:06) Evolution of zkAI
(18:31) Efficiency of On and Offchain Worlds
(28:48) Spam Filtering AI
(36:03) Does AI Own IP?
(42:09) Scaling AI Model Verification
(50:59) End Game of Creativity & zkAI
- -
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, Rex and Jon sit down with Jon Kol, co-founder of Hyperlane, to unpack interop solutions today. Kol shares his journey from traditional finance to crypto, explaining the vision behind Hyperlane's open-source approach to crosschain communication. The conversation delves into the challenges of building sustainable infrastructure in a rapidly changing environment, the potential impact of z proofs, and the future of blockchains. Thanks for tuning in!
- -
Follow Jon Kol: https://x.com/thePalenimbus
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/
--
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--
Timestamps:
(00:00) Introduction
(01:47) What's Wrong with Banking
(06:15) Inevitable Need for Interop
(14:57) Permissionless III Ad
(16:17) Where is the Value of Bridging?
(25:27) Are Fees a Race to $0?
(32:45) Differentiation of HyperLane
(40:45) Why Enable Interop?
(45:45) End Game of Communities
(57:20) Impact of ZK
- -
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, David Hoffman, co-founder of Bankless, and Michael Ippolito, co-founder of Blockworks, join Rex to dissect the current state of crypto. They dive into insights from EthCC and the Modular Summit, debating the industry's shift from apps to infrastructure, the role of VCs, and the challenges of user adoption. The conversation explores crypto's identity crisis and its path towards real-world utility beyond speculation. Join us on the search for crypto's killer app, enjoy!
- -
Follow David: https://x.com/TrustlessState
Follow Michael: https://x.com/MikeIppolito_
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/
--
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--
Timestamps:
(00:00) EthCC & Modular Summit Reflection
(04:15) The Crypto Conference Industry
(8:20) Evolution of Ownership
(12:30) Future of Crypto Funding
(16:50) Is Crypto Not for Apps?
(23:20) What is Crypto Securing?
(29:40) Infra vs Apps
- -
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, Kyle Samani of Multicoin Capital discusses his integrated blockchain thesis, challenging popular narratives around modular blockchain design. He delves into the nature of blockchains as financial systems, the importance of MEV in value capture, and the potential for near-zero transaction costs. Samani also explores the trade-offs between integrated and modular approaches, the future of AppChains, and the questionable role of blockchain beyond finance. Enjoy!
- -
Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.
- -
Follow Kyle: https://x.com/KyleSamani
Follow Rex: https://x.com/LogarithmicRex
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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
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--
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--
Timestamps:
(00:00) Introduction
(01:48) The Integrated Thesis
(10:26) Permissionless III Ad
(17:53) Purpose of Blockchains
(19:12) ZK Based AI
(25:18) Limits of Solana
(36:42) Trade Offs of Modular Stack
(43:05) Monetization in Modular System
(56:07) App Chain Thesis
- -
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.
This episode dives deep into the world of alternative blockchain virtual machines (VMs), exploring how new designs are addressing limitations of the EVM. Dino, Rushi and Jarry discuss the technical distinctions between VMs and execution environments, the challenges of fragmentation and interoperability, and strategies for building developer and user communities. Stay tuned for all of this and much more!
- -
Follow Rushi: https://x.com/rushimanche
Follow Dino: https://x.com/0xdinoeggs
Follow Jarry: https://x.com/jarxiao
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/
- -
Timestamps:
(00:00) Introduction
(01:09) What are Blockchain VMs?
(07:16) Next Gen VM Solutions
(15:04) Blended Execution Vision
(16:25) Permissionless III Ad
(25:57) Why an L2?
(30:46) Culture & Ecosystem Objectives
(32:19) Fragmentation of Liquidity
(43:27) Cultural Network Effects
(52:57) VM End Game
- -
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, Olaf Carlson-Wee and Nick White explain the shift from monolithic to modular blockchain architectures. They explore the origins of modular thinking in blockchain, the advantages of modular design, and its potential to solve scalability issues. The conversation closes out by discussing the various layers of the modular stack, emerging applications, and the importance of abstracting complexity for improved user experience. Enjoy!
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Follow Olaf: https://x.com/zxocw
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Timestamps:
(00:00) Introduction
(09:26) Permissionless III Ad
(10:46) Lazy Ledger Origins
(19:31) Modular vs Monolithic
(32:39) Layers of Moduler Stack
(39:13) Next-Gen Modules
(46:37) Rise of Applications
(52:40) Abstracting Complexity
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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, Jesse Pollak, head of Base at Coinbase, discusses how Base is building a global onchain economy to usher in the next era of the internet. He explains how the modular blockchain architecture of L2s and L3s on Base enables faster, cheaper, and better applications than anything online today. Jesse shares real-world examples of how businesses like restaurants are using Base to dramatically reduce costs, and how social media apps like Farcaster are leveraging open protocols to drive innovation. To close our he touches on the importance of the Stand With Crypto movement in advocating for clarity and common-sense crypto regulation. Enjoy!
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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/
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Timestamps:
(00:00) Introduction
(02:06) What is Retail in Crypto?
(04:04) Onchain is the New Online
(10:45) Base GTM Strategy
(16:59) Permissionless III Ad
(18:40) Base User Adoption
(28:26) Marketing to Businesses
(33:50) L3 Strategy
(42:44) Social Media Onchain Success
(49:29) Stand With Crypto
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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 world of ZK accounts and their potential. Uma, Zaki, and John, unpack ZK accounts, the trade-offs involved in design decisions, and the political landscape. We explore how ZK accounts enable trustless interoperability, enhance scalability, and unlock a dimension for dApps. The conversation also touches upon the convergence of blockchain design and the shift from infrastructure development to application-focused innovation, as ZK technology becomes more accessible and user-friendly.
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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/
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Timestamps:
(00:00) Introduction
(02:11) ZK Accounts Overview
(10:26) Why ZK?
(18:05) Permissionless III Ad
(19:25) Trade-offs of Design Decisions
(31:36) What ZK Accounts Unlock
(42:22) Endgame Convergence
(50:37) ZK Application Unlock
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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, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!
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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
(03:01) Modular vs Integrated
(11:24) Who are Appchains for?
(28:35) Composability in Modular World
(35:52) Monad's Endgame
(39:24) Importance of Decentralization
(47:42) Building Web3 Community
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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.
Expansion is a podcast exploring the intersection of modular blockchain design and abundant blockspace. Be sure to follow so you don't miss our first episode on Wednesday!
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