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

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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

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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.

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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

(01:19) 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

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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.