In this week's roundup, we unpack Vitalik's proposal to replace the EVM with RISC-V, explore growing crypto enthusiasm across the globe, and debate Zora’s controversial “just for fun” token model. We also reflect on Ethereum’s evolving architecture, rollup experimentation, and the trade-offs between open and closed source in crypto. Enjoy!

Resources

Long-term L1 execution layer proposal: replace the EVM with RISC-V: https://ethereum-magicians.org/t/long-term-l1-execution-layer-proposal-replace-the-evm-with-risc-v/23617

Uma’s Thoughts on Vitalik’s Proposal: https://x.com/pumatheuma/status/1913938547301863630

Introducing vApps: https://x.com/SuccinctLabs/status/1915427365779628151

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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

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Timestamps:

(00:00) Introduction

(01:46) Updates From BUIDL Asia 2025

(09:07) Replacing the EVM with RISC-V

(19:10) Supra Pre-Roll

(19:36) Ledger Pre-Roll

(19:54) Execution Layer Experimentation With Rollups

(25:07) The EVMs Network Effects

(29:57) Are We Heading Towards A Closed-Source Future

(46:38) Supra Mid-Roll

(47:23) Ledger Mid-Roll

(47:58) Thoughts on Zora’s Token & Model

(57:46) Experimenting With Memecoins

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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. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed.