Not An Essay: Jon Charbonneau on Composability, Stake Centralization and Bitcoin L2s
We dig into crypto’s “investable” landscape with well known VC Charbonneau.
The Gwart Show | Blockspace Media
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Show Notes
Welcome back to The Gwart Show! This week, Job Charbonneau of crypto venture fund DBA joins Gwart to discuss Ethereum's issuance debate, centralization of stake, roll-ups vs. Solana, the future of DeFi on Bitcoin, solving MEV, crypto's VC landscape shifts, and key insights from his recent Research Day event.
Follow our guest on Twitter: @jon_charb
Follow our host: @gwartygwart
👋The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product @PhoenixTrade is the leading orderbook DEX on Solana. The team is growing—visit ellipsislabs.xyz for engineering opportunities.
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Timestamps:
00:00 Start
00:45 Jon's background
01:19 Research Day
03:21 Favorite Research Day talk
06:07 Current VC crypto landscape
10:54 Wen Uncommon Core?
11:46 Why ETH issuance changes?
14:13 Why mess around with issuance?
17:43 Concentration of stake
19:05 Economic security
22:03 Appreciating proof of work
24:43 We knew this would happen!
27:46 Restaking
34:43 Restaking predictions
37:00 MEV & order-flow
40:52 Why does this taste like a sandwich?
45:32 Should we seek to fix MEV?
48:02 MEV proposals
51:06 Rollup problems
56:28 Rollup interoperability dreams
1:00:50 Solana
1:04:07 Defi
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