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.

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.