Afleveringen
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In this week's roundup, we dive into the future of the EVM, exploring its shortcomings, network effects, and the rise of customized execution environments. We also discuss the value of decentralization, the durability of L1 premiums, the evolving app vs. infra dynamic, and how institutions might reshape blockchain adoption. Enjoy!
Resources
Fortress of Solitude - DegenSpartan: https://www.egirlcapital.com/writings/dE4AzaSbREOMppMqRmFpuA
Solana Policy Institute: https://x.com/SolanaInstitute/status/1906677246225707379
–
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
–
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
–
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code EXPANSION10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
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
(01:19) The Future of the EVM
(11:22) Supra Pre-Roll
(11:47) Ledger Pre-Roll
(12:05) Building a Differentiated L1 Today
(20:43) Revisiting the Fat Protocol Thesis
(25:39) Supra Mid-Roll
(26:23) Ledger Mid-Roll
(26:58) Does the Market Still Care About Decentralization?
(39:39) Is There Still an L1 Premium?
(49:48) Winners Games & Losers Games
(58:18) The Solana Policy Institute
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, the crew dives into AI’s impact on work, debates the realism of a post-work society, and unpacks the Hyperliquid vs. JellyJelly saga. They also explore the flood of new institutional stablecoin announcements, wins for privacy in crypto, and what stablecoins mean for L1 token value. Enjoy!
–
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
–
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code EXPANSION10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
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
(02:11) The Post Work Society Debate
(11:06) Supra Pre-Roll
(11:32) Hyperliquid x JellyJelly Drama
(28:11) Supra Mid-Roll
(28:56) Privacy in Crypto
(35:54) Institutional Stablecoin Announcements
(50:16) Is Stablecoin Growth Bullish for L1s?
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
Zijn er afleveringen die ontbreken?
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In this week's roundup, we discuss key takeaways from the 2025 Digital Asset Summit, including Donald Trump’s remarks on stablecoins, and the growing institutional interest in crypto. We explore the implications of stablecoin adoption, the role of TradFi in DeFi, and the evolving regulatory landscape. The conversation also touches on enterprise adoption of blockchains, and speculation on Elon Musk launching a stablecoin. Enjoy!
Resources
Why BitTorrent Mattered: https://medium.com/@simonhmorris/why-bittorrent-mattered-bittorrent-lessons-for-crypto-1-of-4-fa3c6fcef488
–
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
–
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
–
Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
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) Trump Addresses DAS
(04:21) Institutional Interest in Crypto is Growing
(11:37) Supra Pre-Roll
(12:02) Ledger Pre-Roll
(12:21) TradFi and DeFi Collide
(20:13) Betting on the Growth of Stablecoins
(27:20) Will Elon Launch USDX?
(30:18) Supra Mid-Roll
(31:03) Ledger Mid-Roll
(31:38) Solana's Controversial Ad
(34:33) Crypto's Lobbying Presence in DC
(47:11) Operating Within the L2 Landscape
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's Roundup, the crew dives into the growing intersection of AI and crypto, and the debate over AI agents transacting onchain. They explore the viability of zkAI, VC interest in crypto amid an AI-driven funding landscape, and the growing divergence between the OP Stack and Arbitrum. Finally, they tackle on-chain governance struggles, the fixation on block times, and why, despite bearish sentiment, the long-term future of crypto has never looked brighter. Enjoy!
Resources
OP Stack & Arbitrum Stack diverging: https://x.com/pumatheuma/status/1897746210351726883
Funding Rounds in Crypto: https://defillama.com/raises
Mert’s SIMD-228 Post: https://x.com/0xMert_/status/1900172113287565754
–
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
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
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
(02:57) Why Would AI Agents Transact Onchain?
(07:17) Is zkAI Viable?
(10:45) Supra Pre-Roll
(11:10) Does Grok Suck?
(12:59) VC Interest in Crypto
(15:30) OP Stack and Arbitrum Orbit Stack Diverging
(27:02) Are Regulatory Pressures Impacting L2 Models?
(34:16) Supra Mid-Roll
(35:00) The Fixation on Block Times
(40:11) Onchain Governance Struggles
(55:57) Optimism For Crypto's Future
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
This episode of Expansion dives into Celestia's latest improvement proposals with Dean Eigenmann and Marko Baricevic. We discuss their proposals on locking staking rewards and decreasing Celestia’s inflation rate, which aim to improve tokenomics and long-term network sustainability. The conversation expands into broader debates on proof-of-stake incentives, inflation models, and Celestia’s relationship with Ethereum. Enjoy!
Resources
CIP-29: Decrease Inflation and Adjust Disinflation: https://github.com/celestiaorg/CIPs/blob/main/cips/cip-29.md
CIP-30: Prevent Auto-Claiming of Staking Rewards: https://github.com/celestiaorg/CIPs/blob/main/cips/cip-30.md
CIP-31: Treat Rewards as part of the Lockup Account: https://github.com/celestiaorg/CIPs/blob/main/cips/cip-31.md
–
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
–
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
–
Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
- -
Follow Dean: https://x.com/DeanEigenmann
Follow Marko: https://x.com/MarkoBaricevic_
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
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
(04:49) Celestia's Relationship to Cosmos
(09:28) Changing Celestia's Economics and Incentives
(13:03) Supra Pre-Roll
(13:30) Ledger Pre-Roll
(13:47) Locking Staking Rewards
(16:45) What is the Ideal Stake Rate?
(24:49) Lowering Celestia's Inflation Rate
(33:30) The Inflation Debate
(42:27) Supra Mid-Roll
(43:11) Ledger Mid-Roll
(43:47) Should Celestia Focus on Generating Fees?
(50:47) Is the L1 Premium Dead?
(01:00:33) Celestia's Relationship With 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. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, the crew discusses Base’s Flashbocks, and the pushback they received regarding centralization concerns. They also dive into their concerns with the rapid politicization of crypto. Finally, they cover the economic models of blockchains, particularly general-purpose L1s versus L2s. Enjoy!
–
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
–
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
–
Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
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
(03:52) Discussing Base's Flashblocks
(18:29) Supra Pre-Roll
(18:55) Ledger Pre-Roll
(19:12) The Politicalization of Crypto
(31:22) Leadership Changes For the Ethereum Foundation
(43:51) Supra Mid-Roll
(44:35) Ledger Mid-Roll
(45:11) Is DA the Most Sustainable Driver of Flows?
(55:18) Valuing Blockchain Revenue Streams
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
Live from ETHDenver, this episode dives into the current state of crypto, from the subdued conference vibes to the broader industry sentiment. The crew discusses whether the last cycle truly expanded the ecosystem or if it was just another speculative wave. They explore the rise and fall of meme coins, the shift from idealism to pragmatism in crypto startups, and the growing role of institutions like Bank of America in stablecoins. Finally, they cover the ByBit hack, and the importance of long-term sustainability in crypto. Enjoy!
–
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
–
Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
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/
--
Timestamps:
(00:00) Introduction
(01:21) ETHDenver Vibe Check
(03:29) Did We Onboard New People?
(12:00) Supra Ad
(12:26) Pragmatism vs Idealism
(15:56) ByBit Gets Hacked
(26:24) Supra Ad
(27:08) Celestia's Fees & Valuing Startups
(33:35) Revenue Generation in Crypto
(40:26) Value Added Services For Celestia
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, we discuss crypto’s momentum shift, Ethereum DA, and Kaito’s token launch. We also unpacked the implications of centralized companies operating onchain. Finally, we ended the episode with discussion on the current state of bridging UX. Enjoy!
Resources
C-node’s Take: https://x.com/colludingnode/status/1891862449663463506
–
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
–
Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
–
Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
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/
--
Timestamps:
(00:00) Introduction
(02:55) Feeling Optimistic On Crypto
(10:30) Supra Pre-Roll
(10:56) Ledger Pre-Roll
(11:14) Crypto's Momentum Shift
(18:43) Scaling Ethereum DA
(35:36) Supra Mid-Roll
(36:20) Ledger Mid-Roll
(36:55) Kaito's Token Launch & Centralized Companies Onchain
(50:57) Bridging UX & Interop
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, the Roundup crew discusses the launch of Unichain, Succinct’s Prover Network testnet, and the economics of being a prover. Additionally, they “A Crisis of Trust”, and how ZKPs can be applied outside of crypto. Finally, they end the episode with discussion on BOLD and fault proofs. Enjoy!
Resources
Succinct’s Prover Network Testnet Announcement: https://x.com/SuccinctLabs/status/1888999158541087134
A Crisis of Trust: https://x.com/SuccinctLabs/status/1889749373854294295
–
Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
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/
--
Timestamps:
(00:00) Introduction
(02:42) Unichain Goes Live
(27:00) Succinct's Prover Network Testnet
(33:07) Economics of Being a Prover
(43:13) A Crisis of Trust
(56:55) BOLD & Fault Proofs
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, we discuss current market sentiment, Ethereum interoperability, and L2 pain points. We also cover rollup design, token value accrual, and private vs public companies. Finally, we end the episode with discussion on reducing Celestia’s inflation, and the Ethereum tariff debate.
Resources
Solving Ethereum Interop: https://x.com/pumatheuma/status/1886483744053452851
--
Join us at DAS NYC 2025! Use code EXPANSION10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
- -
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
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/
--
Timestamps:
(00:00) Introduction
(00:49) Market Sentiment
(10:57) Ethereum Interop
(26:38) L2 Pain Points
(32:29) Rollup Designs & Token Value Accrual
(45:50) Private vs Public Companies
(54:55) Reducing Celestia's Inflation
(01:04:06) The Ethereum Tariff
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's roundup, we dive deep into the evolving dynamics between L1s and applications, exploring whether apps are truly "parasitic" to chains like Solana or if this represents a natural evolution of value capture in crypto. The conversation covers Abstract Chain's innovative approach to creator-focused L2s, Rari's strategic stack upgrades, and the latest developments in ZK tech including real-time Ethereum proving. Along the way, we challenge traditional assumptions about protocol value capture and discuss why vertical integration might be the key to crypto's consumer adoption. Enjoy!
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Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
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
(03:24) Is Crypto Cool Again?
(07:21) Abstract Chain Launch
(22:14) DEX Structural Advantage
(24:11) Are Apps Parasitic to Solana?
(36:18) Tech Demand Paradox
(40:59) Rollup Platform Strategy
(49:27) Rari's Upgrade
(53:11) State of ZK
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
This week's roundup Trump token phenomenon and its implications for blockchain infrastructure, including analysis of Solana's performance under stress and its competition with Ethereum's rollup ecosystem. We then explore Ethereum Foundation's cultural challenges and potential reforms, including the possibility of a second foundation. To close our we examine new Layer 1 developments emerging from the Solana ecosystem and debate the future of blockchain architecture.
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Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
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/
--
Timestamps:
(00:00) Introduction
(02:57) Trump & Melania Token Launch
(13:03) Solana's Performance
(23:14) How People Onboard in Crypto
(30:30) Native Rollups
(45:47) Ethereum's Privatization
(57:16) Ethereum's Leadership
(01:06:27) Konstantin's Ethereum Foundation
(01:12:23) Fire Dancer Forks
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's episode Morpho CEO Paul Frambot breaks down their partnership with Coinbase that enables Bitcoin-backed loans through DeFi infrastructure. The conversation explores how Morpho's modular architecture allows seamless integration for major institutions while maintaining transparency and risk controls. Paul discusses Morpho's evolution from focusing purely on institutional clients to balancing both retail and B2B strategies. To close Mike and Paul discuss their thoughts on regulation, memecoins, and the challenging balance between innovation and user protection in DeFi.
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Follow Paul: https://x.com/PaulFrambot
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/
--
Timestamps:
(00:00) Introduction
(02:08) US Crypto Strategic Reserve
(15:26) Tether's USDT Zero
(23:28) USDC vs USDT
(30:22) Ink vs Base Interop
(34:08) App Chains vs Gen Purpose
(38:42) Do Bitcoiners Want L2s?
(50:12) Solana's Market Share
(54:29) Coinbase USDC Loans on BTC
(59:58) Unwarranted Bankless Fire
(01:03:57) Crypto's Funding Mechanisms
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Jill Gunter and Zon join us to dive into US President Elect Trump's potential US crypto strategic reserve and what it means for US-launched tokens. We then shift gears to examine USDT0's launch with LayerZero, exploring how it could transform cross-chain liquidity and challenge USDC's dominance. We also unpack the complex dynamics between Base and Ink L2s, questioning whether interoperability between major exchange L2s makes sense. We wrap up with a critical look at Echo's success and the revival of ICO mechanisms.
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Follow Jill: https://x.com/jillrgunter
Follow Zon: https://x.com/ItsAlwaysZonny
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/
--
Timestamps:
(00:00) Introduction
(02:08) US Crypto Strategic Reserve
(15:26) Tether's USDT Zero
(23:28) USDC vs USDT
(30:22) Ink vs Base Interop
(34:08) App Chains vs Gen Purpose
(38:42) Do Bitcoiners Want L2s?
(50:12) Solana's Market Share
(54:29) Coinbase USDC Loans on BTC
(59:58) Unwarranted Bankless Fire
(01:03:57) Crypto's Funding Mechanisms
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we explore the evolving landscape of Bitcoin L2s and debate the fundamental question of crypto's use case. We dive into the technical and cultural challenges facing Bitcoin L2s, examine how different L2 ecosystems might develop unique characteristics, and unpack a pivotal ideological divide between those who see blockchain as primarily asset ledgers versus those who envision unlimited innovation potential. We close out by discussing continued blockchain experimentation and the vision of a verifiable internet. Thanks for tuning in!
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Follow Nick: https://x.com/nickwh8te
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/
--
Timestamps:
(00:00) Introduction
(01:48) Bitcoin L2 Demand?
(20:31) Absolute vs Relative Security
(31:03) Based Rollups on Celestia
(43:11) Lazy Chains & Community Chains
(48:43) Usecase of Blockspace
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Mike and Nick discuss three major trends they expect to shape crypto in 2025: the inevitable scaling challenges facing monolithic L1s like Solana and Ethereum, the expansion of rehypothecation across DeFi protocols and bridges, and massive growth in stablecoin adoption driven by regulatory tailwinds and institutional issuers. They explore technical constraints around L1 scaling, analyze the business dynamics pushing protocols toward rehypothecation, and examine why stablecoin market cap could exceed $450B. The conversation also covers complementary predictions around ZK proofs, TEEs, and the American crypto renaissance. Thanks for tuning in and happy holidays!
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Follow Nick: https://x.com/nickwh8te
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/
--
Timestamps:
(00:00) Introduction
(01:48) Solana & Eth Scale Fails
(07:25) American Crypto Renaissance
(11:28) Institutions Launching Chains
(19:58) Stablecoin Marketcap Exceeds $450B
(24:30) 2025 is zk Year
(29:24) TEE Growth
(39:04) Fee Switches, Rehypotheticating Assets
(45:23) Celestia 20mbps Throughput
(50:26) AI & Crypto Bubble
(1:00:23) New Media Models
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive deep into Skip Protocol's acquisition by the Cosmos Hub and what it means for the future of ecosystem. Barry and Zaki join to discuss the evolution of Cosmos, the challenges of blockchain standardization, and Skip's vision for unifying the ecosystem. They then discuss the implications of IBC Eureka, the launch of Commonware, and broader industry trends around execution environments and settlement layers. Thanks for tuning in!
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Follow Zaki: https://x.com/zmanian
Follow Barry: https://x.com/BPIV400
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/
--
Timestamps:
(00:00) Introduction
(01:17) Skip Protocol Acquired by Cosmos Hub
(06:42) Cosmos Hub Origin Story
(12:01) Role of Cosmos Hub & Skip
(29:22) Goals of Cosmos Hub
(34:44) Avalanche vs Cosmos
(44:06) Impact of IBC Eureka
(50:08) Movement & VM Diversity
(56:55) Network Effects of Execution vs Settlement
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive deep into the architecture and philosophy behind Eclipse with CTO Ben Lipschitz and Head of Strategy Terry. The conversation explores why applications need control over their own sequencing, challenging the traditional model where validators capture all the value. Learn about Eclipse's unique position bridging Ethereum and Solana ecosystems, their approach to local fee markets, and why the future of L2s may depend more on user/liquidity networks than settlement assurances. Thanks for tuning in!
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Follow Terry: https://x.com/0xtaetaehoho
Follow Ben: https://x.com/convoluted_code
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/
--
Timestamps:
(00:00) Introduction
(03:51) Network Effects of Settlement vs Execution
(18:12) Who has Leverage?
(25:03) Application Specific Sequencing
(38:55) L1 or L2 MEV Split
(49:06) How do L1s Impact L2s
(54:39) Selecting an L1
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we dive into deep into the emerging landscape of Bitcoin L2s as it crosses $100k. With Uma Roy of Succint and Jill Gunter of Espress Systems joining us, we explore ZK's impact on crypto's scaling future. To close out we debate Ethereum's strategic direction and the complex relationship between L1s and L2s as Solana continues gaining adoption. Thanks for tuning in!
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Follow Uma:https://x.com/pumatheuma
Follow Jill: https://x.com/jillrgunter
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/
--
Timestamps:
(00:00) Introduction
(01:48) $100k Bitcoin Sentiment
(05:55) Bitcoin L2 Horizon
(10:01) Modularity in Bitcoin
(15:48) Over Indexing Decentralization
(28:59) Succient Decentralized Prover Network
(43:43) Competing with Intents Model
(48:13) State of Ethereum
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
(00:00) Introduction
(01:48) $100k Bitcoin Sentiment
(05:55) Bitcoin L2 Horizon
(10:01) Modularity in Bitcoin
(15:48) Over Indexing Decentralization
(28:59) Succient Decentralized Prover Network
(43:43) Competing with Intents Model
(48:13) State of Ethereum -
In this episode, Luis, founder of Gelato and Abundance, presents a compelling argument for sovereign rollups while challenging composability. We explore how traditional L2 bridge designs may be holding back scalability, diving deep into Abundance's achievement of 1 giga gas throughput through a sovereign rollup approach. Luis makes the controversial case that liquidity fragmentation is a "skill issue" rather than a technical problem, and examines why the future of scaling may not require the complex bridge architecture common in today's L2s. We close out by diving into the evolving relationship between rollup frameworks and RaaS providers. Thanks for tuning in!
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Follow Luis: https://x.com/luis_0x
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/
--
Timestamps:
(00:00) Introduction
(02:39) Abundance Overview
(08:26) What is Actually a Rollup?
(12:17) Benefits of Sovereign Rollup
(30:19) Giga Gas Production Ready
(33:47) Abundant Blockspace Thesis
(41:05) Rollup Framework Business Model
(47:29) Benefit of Interop
(54:51) RaaS vs Framework
(1:02:14) Convergence of Solutions
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed. - Laat meer zien
