Expansion

In this week's roundup, we discuss the rise of engagement farming, the evolving role of token project founders as public-facing marketers, and the tension between long-term building and short-term market pressures. We also examine Jito’s BAM rollout, modular blockchain design, Zora’s creator economy model, and the regulatory implications of the CLARITY Act for L2 sequencers. Enjoy! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates - Follow Austin - https://x.com/AustinAdams10 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/ -- Chapters: 00:00 Introduction 01:40 Yapper Culture 09:08 Katana Pre-Roll 09:31 Why Do Crypto Startups Fail? 14:55 Thoughts on Jito’s BAM & Modularity 36:34 Katana Mid-Roll 37:05 The CLARITY Act’s Impact on L2s 55:35 Zora’s Rebirth -- Disclaimer: 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. Mike,Jill, Uma, Nick and our guests may hold positions in the companies, funds, or projects discussed.

On this week’s roundup, Austin Adams joined the crew to discuss the latest including Pump’s ICO, Tom Lee’s BitMine play, and Ethereum’s roadmap and how ZK will fit in. -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates - Follow Austin - https://x.com/AustinAdams10 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/ -- Chapters: 00:00 Introduction 02:18 Austin’s Intro 03:26 Pump’s ICO 12:45 PRE ROLL 20:16 Pump Explored 28:49 XRP, Tron, EOS 32:28 MID ROLL 36:43 Tom Lee ETH Play 47:47 Ethereum’s Roadmap 01:03:05 ETH + ZK -- Disclaimer: 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. Mike,Jill, Uma, Nick and our guests may hold positions in the companies, funds, or projects discussed.

For this week's roundup, Jill, Mike, Nick and Uma are back and dive deep into the infrastructure details of the Robinhood and Arbitrum deal and how crypto make be in its walled garden, regulatory arbitrage era of development and how that will impact future infrastructure plays and plans. -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates - 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/ -- Chapters: (00:00) Introduction (04:22) Robinhood + Arbitrum (16:16) Infra Roadmap For Robinhood (16:31) Pre-Roll Ad (25:45) Tokenization TradeOffs (29:31) Regulatory Arbitrage (38:35) Ad Mid Roll (39:02) Robinhood’s Walled Garden (47:03) Stablecoins Are Email Moment For Crypto (51:21) Memecoins & Creator Coins -- Disclaimer: 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. Mike, Jill, Uma, Nick and our guests may hold positions in the companies, funds, or projects discussed.

This week, we're sharing with you a live debate from Permissionless that features Jill and Uma who are joined by Max from Onza, and Rob from Polkadot to dive into the technicals around can everything fit in 1 machine?! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates - 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/ -- CHAPTERS 00:00 Katana Ad 00:35 Intros 06:28 Is The Trilemma Real? 13:57 Where's The Limit For 1 Machine? 17:45 Apps + Vertical Integration 23:08 Benefits Of Shared State -- 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 week, Jill, Uma and Mike got together IRL to record the Roundup with Nick joining virtually. From purpose built block space to L2s to stablecoins and prediction markets, per usual - this roundup has it all and is live from Brooklyn at Permissionless IV! -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates - 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/ -- CHAPTERS 00:00 Introduction 01:32 Permissionless 04:17 Purpose Built Block Space 13:37 Block Space / Brand Fit 14:55 Katana Mid Roll 20:01 Proof Of Governance 26:11 L2s Advantage 32:34 Katana Mid Roll 33:01 Selective PayBacks For Stablecoin Payments 39:26 Prediction Markets -- 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, Jill, Uma, and Nick discuss “CLOBs on Blobs”, the Hibachi launch, and the ongoing CLOB Wars. They also unpack the Ethereum Foundation’s new direction, and the SEC’s regulatory shift. Enjoy! -- Resources WTF Are CLOBs on Blobs: https://x.com/0xJaehaerys/status/1935721742816719272 The CLOB Wars: https://x.com/nickwh8te/status/1935726630598807951 – Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates - - 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 03:11 CLOBs on Blobs & the Hibachi Launch 14:40 Katana Pre-Roll 15:13 The CLOB Wars 19:23 Decentralization & Censorship Resistance 30:35 Katana Mid-Roll 31:38 The Ethereum Foundation’s New Direction 42:05 The SEC’s Regulatory Shift - - 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 week, we're publishing an Empire episode on our feed to share info about the recent Blockworks launch of a brand new Token Transparency Framework. In this episode, Yano is joined by Dan Smith of Blockworks Research, Felipe Montealegre of Theia Research and Louis T of L1D to publicly launch a brand new, industry leading Token Transparency Framework that will move the entire industry forward! -- Learn more here - https://blockworks.co/token-transparency -- Follow Felipe - https://x.com/TheiaResearch Follow Louis - https://x.com/0xLouisT Follow Dan: https://x.com/smyyguy Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Chapters:00:00 Token Transparency02:25 The Token Market & Lemons 11:40 Equity vs Token Risk 14:18 Structural Token Issues 17:12 How Did We Get Here? 22:57 Token Horror Stories 31:50 Token Launches 56:50 Best Case Scenario 01:02:38 Impact On Token Prices — Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, the gang unpacks major talking points from this week including but not limited to the notion of the end of foundations in crypto, Circle’s IPO, the impact the US government has had on the overall ecosystem and chokepoint 2.0s lasting impacts on Ethereum, existing legal challenge for tokens in the US and the space for privacy focused stablecoins to take shape. -- Ledger, the global leader in digital asset security, proudly sponsors Expansion! 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 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/ -- Chapters: (00:00) Introduction (02:22) Listening To Old Crypto Podcasts (08:47) PRE ROLL LEDGER AD (16:21) Crypto’s Time In The USA (18:15) Ethereum vs Solana Foundation (24:21) Existing Legal Challenges For Tokens (27:09) Why Hyperliquid Over A CEX? (34:41) Crypto Driving Push To Revisit KYC (39:20) MID ROLL LEDGER AD (42:35) White Hat To The Rescue (43:10) Private Stablecoin Protocols (46:26) Circle’s IPO -- 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 week on Expansion, Nick, Uma and Mike explore the evolving crypto media landscape, from the decline of crypto Twitter to the rise of decentralized social platforms like Farcaster. They unpack major themes including AI privacy risks, the potential of verifiable apps, and the implications of a recent SUI exploit. They debate the spectrum of decentralization, institutional adoption, and why speculation still drives most blockchain activity. Plus, they critique Loudio’s attention farming and revisit whether ideas like FriendTech deserve a second life. – Ledger, the global leader in digital asset security, proudly sponsors Expansion! 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 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 (01:39) Is X Still Relevant In The Crypto Zeitgeist? (07:11) Decentralized Social Media (11:02) Ledger Ad (11:20) Decentralized AI (14:37) Are AI wearables The Future? (15:58) SUI Hack Explored (28:05) Premium on Blockchain Neutrality (29:26) Ledger Ad (35:16) Decentralization Is A Spectrum (36:19) Value Add Value Engineering (38:12) Verifiable Apps (Unruggable) (42:25) Privacy’s Evolution In Crypto (51:09) “When Genius Failed” (54:20) Non-Crypto Produced Media On Crypto (56:03) Loudio - Incentivizing Social Media Engagement (01:00:36) crypto’s yearly revenue outlook (01:05:39) Just CTO FriendTech - - 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 Bitcoin’s new highs and the lack of enthusiasm around it, the vibes at Solana’s Accelerate conference, and the sustainability of memecoin activity on Solana. We also dive into Succinct’s SP1 Hypercube and Real-Time Ethereum Proving. Finally, we unpack the Cetus exploit on Sui, and their response. Enjoy! Resources Real-Time Ethereum Proving is here: https://x.com/SuccinctLabs/status/1924845712921264562 Justin Drake on Real-Time Proving: https://x.com/SuccinctLabs/status/1925306484281553262 Sui’s Response to the Cetus Exploit: https://x.com/SuiNetwork/status/1925572334054002774 – Ledger, the global leader in digital asset security, proudly sponsors Expansion! 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 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 (01:16) Bitcoin’s New Highs (05:24) The Vibes at Solana Accelerate (09:12) Ledger Pre-Roll (09:30) Is Solana’s Memecoin Activity Sustainable? (29:01) Ledger Mid-Roll (29:36) Real-Time Ethereum Proving (39:57) Ethereum’s Misaligned Vision (57:53) The Cetus Exploit - - 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 explore the meme coin resurgence on Solana, emerging funding models like Believe, and the cultural divergence between Ethereum and Solana. Special guest Chris Goes also joined us to explain why Ethereum is not a “world computer.” Finally, we discuss Coinbase’s data leak, and how blockchain tech might reshape journalism. Enjoy! – Ledger, the global leader in digital asset security, proudly sponsors Expansion! 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 from June 24th-June 26th at Permissionless IV! Use Code EXPANSION10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv - - Follow Chris: https://x.com/cwgoes 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 (05:04) Internet Capital Markets and the Meme Resurgence (19:56) Ledger Pre-Roll (20:14) The Gap in Funding Models (27:50) Why Ethereum Is Not A World Computer (41:12) Ledger Mid-Roll (41:47) The Coinbase Data Leaks (54:08) How Blockchains Fix Journalism - - 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.

Gm! This week we're joined by Austin Federa to discuss the latest happening with Solana & DoubleZero. We deep dive into the importance of speed for capital markets, the rise of alt L1s, how to remain competitive as a blockchain & more. Enjoy! -- Follow Austin: https://x.com/Austin_Federa Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- 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 Expansion! 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 -- (00:00) Introduction (01:07) An Update On DoubleZero (18:26) The Rise Of Alt L1s (23:52) Firedancer (26:11) Ledger Ad (26:30) How To Remain Competitive? (30:26) Hyperliquid (32:32) Does Decentralization Actually Matter? (36:23) Ledger Ad (36:58) Tokenization -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's roundup, we discuss Initia’s successful TGE, the evolving dynamics between infrastructure and applications, reflections on the Worldcoin event and biometric identity, verifiable applications (vApps), and concerns around token launch practices. We close the episode with renewed optimism amid growing institutional adoption and regulatory progress. 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 Expansion! 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 (04:38) Initia’s Launch (12:20) Supra Pre-Roll (12:45) Ledger Pre-Roll (13:04) Investing in Infra (21:47) Updates From the Worldcoin Event (35:07) Thoughts on vApps (43:35) Supra Mid-Roll (44:20) Ledger Mid-Roll (44:55) Crypto's Transparency Issue (01:01:35) Comparing Past Cycles to Now - - 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 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 – 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 Expansion! 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 (01:46) 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 - - 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 episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two years. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. Resources Berachain Dashboard: https://app.blockworksresearch.com/analytics/berachain?dashboard=bera-overview Kaito Connect Post: https://x.com/KaitoAI/status/1912160810329112899 — 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 Expansion! 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 Carlos: https://x.com/0xcarlosg Follow Marc: https://x.com/marcarjoon Follow Boccaccio: https://x.com/salveboccaccio Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh —-- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's roundup, we’re joined by Luis Schliesske, Founder of Abundance and Gelato, to take the Sovereign Rollup pill! We challenge traditional L1 vs. L2 distinctions, dive into rollup architecture, settlement misconceptions, and why rollup L1s may define the future of modular blockchain infrastructure. Enjoy! Resources Gelato’s Vision for Abundant Blockspace & Sovereign Rollups: https://t.co/czhqMgM1e2 ABC: The Sovereign Rollup Pill: https://x.com/luis_0x/status/1907822812846346262 – 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 Expansion! 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 Luis: https://x.com/luis_0x 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 (03:19) The Division Between L1s & L2s (12:27) What is Settlement? (17:48) Supra Pre-Roll (18:13) Ledger Pre-Roll (18:32) Applications & Security Zones (25:54) Settlement Assurance For Institutions (34:56) Supra Mid-Roll (35:41) Ledger Mid-Roll (36:16) Assessing Asset Risk (48:12) IBC Eureka Goes Live (01:01:12) Bitcoin L2s & Starkware's ColliderVM (01:08:08) The ABC Stack & Sovereign Rollups - - 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 episode, we’re joined by A.J. Warner, CSO at Offchain Labs, to discuss his bold vision for Arbitrum as a “digital sovereign nation.” We explore key differences between L1s and L2s, Arbitrum’s business model, capital allocation strategies, and how the new OpCo structure will drive governance and operational efficiency. Enjoy! Resources Hope for the Future of Arbitrum: https://x.com/ajwarner90/status/1908143389658194094 Arbitrum Forum - OpCo: https://forum.arbitrum.foundation/c/dao-grant-programs/operation-company-opco/63 – 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 Expansion! 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 AJ: https://x.com/ajwarner90 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 (02:07) Thinking About L1s vs L2s (10:02) Supra Pre-Roll (10:28) Ledger Pre-Roll (10:46) L2s Ability to Allocate Capital (20:32) Arbitrum's Business Model (26:35) Supra Mid-Roll (27:20) Ledger Mid-Roll (27:55) Key Growth Metrics (33:36) Capital Allocation Concerns & Arbitrum Governance (48:47) Arbitrum Stakeholders & DAO Structure (56:36) Operational Challenges & the Future of Arbitrum - - 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 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 Expansion! 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 Expansion! 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.