In this conversation, Walt discusses the investment thesis in ZK Rollup on Bitcoin, the risks of MEV to Bitcoin and the evolving culture around innovations.

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Chapters

00:00 Introduction to Walter Smith and Cyberfund

10:51 The Evolution and Investment Thesis of Cyberfund

15:59 Exploring Alpen and Bitcoin's Future

23:17 Understanding MEV and Reorg Risks in Bitcoin

30:32 Mining Trust and Fee Variance

35:49 Private Order Flow and Its Implications

44:43 The State of Bitcoin Liquid Staking Tokens (LSTs)

57:38 Bitcoin Culture and Future Innovations