Expansion

• Are Apps Parasitic to L1s? Debating Crypto's Value Capture | Roundup

  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! - - 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 (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 - - 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.

  --------  

  1:00:58
• Crypto's Speculative Phase & Ethereum's Mass Reform | Roundup

  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. - - 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 - - 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.

  --------  

  1:21:41
• Inside Coinbase's Bitcoin-Backed Loans | Paul Frambot, Morpho Labs

  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. - - 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 - - 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.

  --------  

  56:25
• USDT0's Impact, Base-Ink L2 Divide, and The Return of ICOs | Roundup

  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. - - 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 - - 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.

  --------  

  1:13:38
• Bitcoin's L2 Opportunity and Evolving Crypto Beyond Asset Ledgers | Roundup

  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! - - 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 - - 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.

  --------  

  59:22

Mais podcasts de Tecnologia

Podcasts em tendência em Tecnologia

Sobre Expansion

Expansion: Podcast do grupo