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Ep 121: Why Ethereum's future is brighter than ever! Steven Goldfeder - Co-founder of Offchain Labs, the company behind Arbitrum Timestamps: Introduction Partnerships: Jupiter, Bitwise, SUI, Mantle Staying Locked-In From Researcher To CEO How Steven Started In Crypto The Birth of Arbitrum Avoiding Founder Conflicts Cost to Kill Bitcoin...

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MR SHIFT 🦁

52,941 subscribers

93,386 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 10

Фото профиля MR SHIFT 🦁
MR SHIFT 🦁1 год назад

Timestamps bug sorry fam. Head over to YT or spotify for full ep with timestamps

Фото профиля Dan Ryder - primedefi.com
Dan Ryder - primedefi.com1 год назад

DeFi’s momentum is just getting started. BTC staking is poised to become a $12B industry by 2025. Ethereum L2s are proving their profitability with skyrocketing gains. AI-powered tools are redefining the way trades are executed. The future belongs to those who stay ahead of the curve. What’s your top pick for the next big leap in DeFi?

Фото профиля Arbitrum
Arbitrum1 год назад

@sgoldfed @OffchainLabs very good takes here 👏

Фото профиля boop
boop1 год назад

@sgoldfed @OffchainLabs @arbitrum Great episode! Here is the yt link:

Фото профиля Churro
Churro1 год назад

@sgoldfed @OffchainLabs @arbitrum bullish on @OffchainLabs

Фото профиля Offchain Labs
Offchain Labs1 год назад

@sgoldfed @arbitrum bullish on @sgoldfed

Фото профиля SPACE ID .arb Name Service (💙,🧡)
SPACE ID .arb Name Service (💙,🧡)1 год назад

@sgoldfed @OffchainLabs @arbitrum We agree with @arbitrum good takes 👏

Фото профиля Chunk
Chunk1 год назад

@sgoldfed @OffchainLabs @arbitrum The dude stays locked in

Фото профиля MR SHIFT 🦁
MR SHIFT 🦁1 год назад

We are testing 10 thumbnails and titles simultaneously on YT. There are some positive ones and some more negative ones. In this case its 48% to 52% it’s a tie. You got the negative one on your yt randomly. That’s how the game YT game works. On X its a different game. Every platform is different.

Фото профиля BigM
BigM1 год назад

@sgoldfed @OffchainLabs @arbitrum Youtube notifications on, time to watch it 😎

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The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn
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The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn

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Talking Intentionally Episode 27: Johann from Robinhood & Steven from Arbitrum On today's episode of Talking Intentionally, we had Kozy.ai and Ash Ahmed speak with Johann Kerbrat of Robinhood Robinhood Comms and Steven Goldfeder of . They speak about their collaboration, thoughts on the future of crypto, and more! Hope you enjoy. Timestamps: 0:00 Preview 0:24 Intro 1:03 Saying Hi 1:20 What made Steven make the jump from research into crypto? 5:36 How Johann got interested in crypto 8:07 How did Robinhood and Arbitrum choose to partner with each other? 13:42 What does the evolution of crypto users look like? 22:19 What is the next cool thing for Robinhood crypto? 23:54 What up next for Arbitrum & Offchain Labs? 27:24 One piece of advice to people watching!

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DeFi Dad ⟠ defidad.eth

21,847 просмотров • 9 месяцев назад

Johann Kerbrat on why Robinhood is building its own L2 on Ethereum At Consensus Hong Kong in February 2026, Robinhood launched a public testnet for Robinhood Chain, an Ethereum Layer 2 built with Arbitrum. Following six months of private testing, Robinhood plans to launch the mainnet in 2026 and will migrate tokenized US stocks and ETFs currently offered to EU customers on Arbitrum One to its own dedicated Arbitrum-powered L2 that still settles on Ethereum. Coinbase has adopted a similar strategy with its plans to take full control over Base’s tech stack and advance the L2 toward Stage 2 decentralization. Robinhood Head of Crypto Johann Kerbrat explains the rationale behind building an L2: “We can still get the security and liquidity of Ethereum, benefit from all of the work that the Arbitrum team has done, and on top of that, customize [the chain] every time we want to build something.” He continues: “If we want to give people access to all of the tools and elements of traditional finance, we also need flexibility [to comply with] what regulators are asking us to do. A world where you have full privacy and you can do whatever you want without KYC and trade securities is still a bit far for us. But what we are trying to find is a good middle ground. You will be on a permissionless chain. You will be able to interact with DeFi and do a lot of things with your stock tokens. We think it’s a great compromise.” Galaxy Head of Research Alex Thorn points out that you can embed a lot of compliance controls at the application and token layers on top of Ethereum. Source: Galaxy Research (May 2026)
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E133: Sam Blackshear - How Libra Sparked the Move Language and Why Sui Is the Real Endgame! Sam Blackshear is the Co-founder and CTO of MystenLabs.sui , the company behind the Sui, and the Creator of the Move programming language that's revolutionizing smart contract development. Timestamps: 0:00 Introduction 1:54 Partnerships: Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 2:44 The Power of Preparation 5:14 Discipline Behind the Podcast 6:27 Translating Thought Into Code 8:19 Who is Sam Blackshear? 9:27 Choosing What Truly Matters 10:25 Self-Custody with Trezor 11:18 Crypto vs. AI Thinking 12:28 The Power of Support 16:04 From Court Dreams to Reality 17:55 Challenging the Limits of Code 22:52 Chose Learning Over a Job 24:09 The Internship That Changed Everything 27:35 PhD Skills Meet Facebook 29:05 Entering Crypto Through Facebook 32:15 Why Libra Needed Move 33:42 Solving Scarcity in Code 36:37 Bitcoin & Ethereum Mistakes 38:45 Creating a New Language 41:41 Problem-Driven Innovation 44:47 Avoiding Analysis Paralysis 48:11 What is Unstructured Thinking? 50:50 Why Unstructured Thinking Works 53:14 Future of Crypto Protocols 54:21 Why Move is the Best Programming Language 55:00 What is the Sui Network? 56:25 What Makes Sui Different? 57:05 Why is Sui The Best Blockchain? 59:05 Managing Energy Long-Term 1:01:02 Satisfaction Without Closure 1:03:37 90% Love, 10% Grind 1:05:37 Mental State of Surfing 1:06:47 Non-Consensus Beliefs 1:07:34 What is Memory Safety? 1:09:07 What Was the Equifax Hack? 1:10:53 Rethinking Software Safety 1:12:00 Right Dose of Regulation 1:13:00 Biggest Prediction for the Next 24 Months? 1:14:02 Scaling Crypto Developers 1:16:07 Concluding Remarks

MR SHIFT 🦁

164,280 просмотров • 1 год назад

E171: Coinsilium - Prediction markets, AI agents, and the next big trade Eddy Travia is the CEO and co-founder of Coinsilium, a publicly listed crypto accelerator on a London Exchange. He's been in this space since 2013. We cover Coinsilium's wild 2025, the limits of the Bitcoin treasury model, and why Eddy is now positioning around prediction markets and the agentic economy. Timestamps: Introduction Tea & Coffee Discussion What Would Eddy Do If he Got $10 Million Today Why Does Crypto Make Sense In A World In Crisis Partnerships: Jupiter KAST Who Is Eddy Travia? Why Eddy Backed WSH Early? What Is Coinsilium Explained Simply What Coinsilium Dealt With Last Year What Did Coinsilium Do Right In 2025 Despite The Criticism The Yellow Network Bet Why Yellow Matters? Partnerships: Ethena Sumsub Eddy’s Further Thoughts On The Yellow Investment Has Anything Good Come Out Of Crypto Lately? Why You Need To Be A VC To Win In Crypto How To Play Prediction Markets How to Position For High-Traction Markets How The Investor Environment Is Changing and Why He Backed Otomato 🔴 How This Changes Eddy's Investing What Companies Should Know About The AI Agents Era How AI Agents Change Fundraising Should The Crypto Industry Fear The AI Brain Drain Partnerships: Trezor Bitwise Is Eddy Still Bullish On Crypto? Is The $1M Bitcoin Dream Dead? Closing Thoughts
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MR SHIFT 🦁

60,488 просмотров • 2 месяцев назад

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E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,102 просмотров • 11 месяцев назад

Arbitrum embraces ZK Succinct has signed exclusive partnership with Tandem (Offchain Labs’ venture arm) to bring ZK proving to Arbitrum chains. Uma Roy: “Every rollup will become a ZK rollup. We gave OP Stack that option with OP Succinct; now Arbitrum’s massive ecosystem gets it too.” What changes for users - Finality: withdrawals and settlements go from 7 days to minutes. - Capital efficiency: funds are no longer locked during week-long challenge periods. - User experience: bridges become smoother, safer, and significantly faster. - Security: execution is enforced by ZK proofs at L1, reducing dependence on sequencer honesty. Steven Goldfeder: “Using ZK proofs brings the network closer to something like Stage 2 decentralization — security enforced at L1, not just by trusting the sequencer.” What changes for the ecosystem - Flexibility: more than 40 Arbitrum chains, including projects like Robinhood and Converge, will be able to choose ZK proving. - Modular design: Succinct provers integrate without requiring a rewrite of the stack. - Governance: Arbitrum One itself is DAO-governed and will not flip overnight, but the stack now supports ZK from the ground up. - Hybrid paths: optimistic and ZK approaches can coexist, giving teams cost and latency trade-offs. What it means for Succinct - SP1 zkVM is already used by 35+ projects including Across, Avail, Celestia, Mantle, Polygon. - Succinct Prover Network, secured and powered by the PROVE token, expands beyond OP Stack chains to cover Arbitrum. - The addressable market effectively doubles. Monetizing even a fraction of Arbitrum’s L2 value could mean hundreds of millions in revenue distributed to provers, stakers, and partners. The ZK era is upon us
5:04

Arbitrum embraces ZK Succinct has signed exclusive partnership with Tandem (Offchain Labs’ venture arm) to bring ZK proving to Arbitrum chains. Uma Roy: “Every rollup will become a ZK rollup. We gave OP Stack that option with OP Succinct; now Arbitrum’s massive ecosystem gets it too.” What changes for users - Finality: withdrawals and settlements go from 7 days to minutes. - Capital efficiency: funds are no longer locked during week-long challenge periods. - User experience: bridges become smoother, safer, and significantly faster. - Security: execution is enforced by ZK proofs at L1, reducing dependence on sequencer honesty. Steven Goldfeder: “Using ZK proofs brings the network closer to something like Stage 2 decentralization — security enforced at L1, not just by trusting the sequencer.” What changes for the ecosystem - Flexibility: more than 40 Arbitrum chains, including projects like Robinhood and Converge, will be able to choose ZK proving. - Modular design: Succinct provers integrate without requiring a rewrite of the stack. - Governance: Arbitrum One itself is DAO-governed and will not flip overnight, but the stack now supports ZK from the ground up. - Hybrid paths: optimistic and ZK approaches can coexist, giving teams cost and latency trade-offs. What it means for Succinct - SP1 zkVM is already used by 35+ projects including Across, Avail, Celestia, Mantle, Polygon. - Succinct Prover Network, secured and powered by the PROVE token, expands beyond OP Stack chains to cover Arbitrum. - The addressable market effectively doubles. Monetizing even a fraction of Arbitrum’s L2 value could mean hundreds of millions in revenue distributed to provers, stakers, and partners. The ZK era is upon us

jaehaerys.eth

17,453 просмотров • 11 месяцев назад

The Bitcoin L2 landscape is evolving rapidly and muneeb.btc of stacks.btc is one of the builders at the forefront of it. He shares on Talking Tokens Podcast why Bitcoin needs L2s, the evolution of BTCfi, and what the next wave of bitcoin adoption can look like. TIMESTAMPS: 0:00 – Intro 1:15 – Why Muneeb built Stacks 3:23 – Bitcoin’s durability vs Ethereum’s experimentation 8:19 – Why Bitcoin needs L2s (and Ethereum doesn’t) 10:12 – BTCFi: Unlocking yield without selling 13:04 – $500M in BTC locked for 3% yield 15:08 – The technical breakthrough: trustless self-custody 20:19 – Institutional demand & strategic reserves 25:11 – The new wave of Bitcoin adoption 30:33 – What developers want to build on Bitcoin 34:45 – Why the next DeFi cycle starts with BTC 38:01 – The mission for Stacks 44:10 – Long-term vision: the default Bitcoin adoption layer 47:21 – Final advice: stay humble, survive, and keep re-learning
48:46

The Bitcoin L2 landscape is evolving rapidly and muneeb.btc of stacks.btc is one of the builders at the forefront of it. He shares on Talking Tokens Podcast why Bitcoin needs L2s, the evolution of BTCfi, and what the next wave of bitcoin adoption can look like. TIMESTAMPS: 0:00 – Intro 1:15 – Why Muneeb built Stacks 3:23 – Bitcoin’s durability vs Ethereum’s experimentation 8:19 – Why Bitcoin needs L2s (and Ethereum doesn’t) 10:12 – BTCFi: Unlocking yield without selling 13:04 – $500M in BTC locked for 3% yield 15:08 – The technical breakthrough: trustless self-custody 20:19 – Institutional demand & strategic reserves 25:11 – The new wave of Bitcoin adoption 30:33 – What developers want to build on Bitcoin 34:45 – Why the next DeFi cycle starts with BTC 38:01 – The mission for Stacks 44:10 – Long-term vision: the default Bitcoin adoption layer 47:21 – Final advice: stay humble, survive, and keep re-learning

Jacquelyn Melinek

12,757 просмотров • 1 год назад

2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? of Aave and of Infinex join Unchained to discuss: 🤺 How Solana has outpaced Ethereum on key metrics 🤖 AI agents are revolutionizing DeFi and token launches 💹 Why ETH’s price cycle often overshadows its fundamentals 😱 What should be done about the Ethereum Foundation Plus, their predictions for crypto in 2025. 🔮 Timestamps: 00:00 Intro 03:35 Why 2024 marked a pivotal year for crypto 07:02 The impact AI agents could have on onchain innovation in 2025 14:47 AI agents emerging as a force in venture investing 22:10 How fundamentals-driven projects are set to dominate, according to Marc 26:05 Solana’s continued momentum against Ethereum 37:56 Is Base is cannibalistic to Ethereum, and can it compete with Solana? 42:53 Can Ethereum achieve its roadmap before competitors dethrone it? 52:30 How Coinbase seems to be prioritizing Ethereum and Base, and whether they’re intentionally penalizing Solana 1:00:10 How Ethereum’s reputation depends on price action over fundamentals 1:08:43 Why no one is happy with the Ethereum Foundation and what its purpose should be 1:24:57 Kain’s doubts about the native rollups proposal 1:31:12 Whether Ethena is pushing down the price of ETH 1:34:00 Kain and Marc’s thoughts on crypto phones like the forthcoming Solana Seeker 1:42:07 Key predictions from Kain and Marc for 2025 Thank you to our sponsors! Stellar Robinhood & Arbitrum Kelp Polkadot
1:48:59

2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? of Aave and of Infinex join Unchained to discuss: 🤺 How Solana has outpaced Ethereum on key metrics 🤖 AI agents are revolutionizing DeFi and token launches 💹 Why ETH’s price cycle often overshadows its fundamentals 😱 What should be done about the Ethereum Foundation Plus, their predictions for crypto in 2025. 🔮 Timestamps: 00:00 Intro 03:35 Why 2024 marked a pivotal year for crypto 07:02 The impact AI agents could have on onchain innovation in 2025 14:47 AI agents emerging as a force in venture investing 22:10 How fundamentals-driven projects are set to dominate, according to Marc 26:05 Solana’s continued momentum against Ethereum 37:56 Is Base is cannibalistic to Ethereum, and can it compete with Solana? 42:53 Can Ethereum achieve its roadmap before competitors dethrone it? 52:30 How Coinbase seems to be prioritizing Ethereum and Base, and whether they’re intentionally penalizing Solana 1:00:10 How Ethereum’s reputation depends on price action over fundamentals 1:08:43 Why no one is happy with the Ethereum Foundation and what its purpose should be 1:24:57 Kain’s doubts about the native rollups proposal 1:31:12 Whether Ethena is pushing down the price of ETH 1:34:00 Kain and Marc’s thoughts on crypto phones like the forthcoming Solana Seeker 1:42:07 Key predictions from Kain and Marc for 2025 Thank you to our sponsors! Stellar Robinhood & Arbitrum Kelp Polkadot

Laura Shin

99,322 просмотров • 1 год назад

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey
1:01:45

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey

MR SHIFT 🦁

154,567 просмотров • 8 месяцев назад

E170: Joseph Lubin - Trust, surveillance, and who controls your money Joseph Lubin is the co-founder of Ethereum and founder and CEO of Consensys.eth, the company behind MetaMask 🦊 and Linea.eth. He's been building decentralized infrastructure since 2014. We talk about what drew him in, where he thinks this is all going, and why the AI question might matter more than anything else happening in crypto right now. Timestamps: 0:00 Introduction 1:55 Kast Card & Hong Kong Discussion 3:52 What It Means To Be Meta 5:35 What Does Joe Do Explained Simply 7:25 When Did Joe Realized You Can’t Trust The Current Financial System 11:53 Partnerships: Jupiter KAST 12:35 What Are These Magical Things That Can Transform An Economy 14:23 How Did 9/11 Change Joe’s Relationship With Institutions 16:27 The Before & After Of Joe’s Beliefs Post 9/11 18:02 What Does This Negative Or Positive Road Depend On 21:55 Why Joe Goes To Many Crypto Conferences 23:16 How Did Joe React To Novo’s Article Comment 24:18 How Did Joe Become Fascinated With Crypto & Blockchain 31:14 Partnerships: Ethena Sumsub 32:16 Why Joe Decided To Join Ethereum As A Co-Founder 35:03 Why Is Decentralization An Organizing Principle 39:15 Decentralizations Lack Of Direction Criticism Debunked 40:32 Explain Consensys To Your Uber Driver 42:57 Joe’s Fundamental Belief Of What Blockchain Represents 46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed 49:33 Partnerships: Trezor Bitwise 50:17 What’s The Most Tangible Thing To Come Out Of Crypto 51:43 What Is MetaMask? 57:01 How Much Of Joe’s Life Is Lived In This New Financial System 59:50 Why Would You Borrow Against A Volatile Asset? 1:00:40 Is Self-Sovereignty A Good Or Bad Thing 1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky 1:06:36 What Could Easier Self-Custody Look Like? 1:08:32 Joe’s Relationship With Money 1:09:28 How Will People Interact With Money In The Next 10 Years 1:12:28 Closing Thoughts
1:13:24

E170: Joseph Lubin - Trust, surveillance, and who controls your money Joseph Lubin is the co-founder of Ethereum and founder and CEO of Consensys.eth, the company behind MetaMask 🦊 and Linea.eth. He's been building decentralized infrastructure since 2014. We talk about what drew him in, where he thinks this is all going, and why the AI question might matter more than anything else happening in crypto right now. Timestamps: 0:00 Introduction 1:55 Kast Card & Hong Kong Discussion 3:52 What It Means To Be Meta 5:35 What Does Joe Do Explained Simply 7:25 When Did Joe Realized You Can’t Trust The Current Financial System 11:53 Partnerships: Jupiter KAST 12:35 What Are These Magical Things That Can Transform An Economy 14:23 How Did 9/11 Change Joe’s Relationship With Institutions 16:27 The Before & After Of Joe’s Beliefs Post 9/11 18:02 What Does This Negative Or Positive Road Depend On 21:55 Why Joe Goes To Many Crypto Conferences 23:16 How Did Joe React To Novo’s Article Comment 24:18 How Did Joe Become Fascinated With Crypto & Blockchain 31:14 Partnerships: Ethena Sumsub 32:16 Why Joe Decided To Join Ethereum As A Co-Founder 35:03 Why Is Decentralization An Organizing Principle 39:15 Decentralizations Lack Of Direction Criticism Debunked 40:32 Explain Consensys To Your Uber Driver 42:57 Joe’s Fundamental Belief Of What Blockchain Represents 46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed 49:33 Partnerships: Trezor Bitwise 50:17 What’s The Most Tangible Thing To Come Out Of Crypto 51:43 What Is MetaMask? 57:01 How Much Of Joe’s Life Is Lived In This New Financial System 59:50 Why Would You Borrow Against A Volatile Asset? 1:00:40 Is Self-Sovereignty A Good Or Bad Thing 1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky 1:06:36 What Could Easier Self-Custody Look Like? 1:08:32 Joe’s Relationship With Money 1:09:28 How Will People Interact With Money In The Next 10 Years 1:12:28 Closing Thoughts

MR SHIFT 🦁

109,667 просмотров • 3 месяцев назад

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers
1:18:45

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers

Bankless

91,016 просмотров • 1 год назад

Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro
21:34

Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro

malone

11,924 просмотров • 1 год назад

"I REMAIN BULLISH ON $ETH" - Galaxy Digital VP head of research. He covered Solana for years and was openly skeptical of Ethereum. Now he's flipped. Here's why: He says today looks exactly like Solana in 2022-2023, everyone got disillusioned, stopped paying attention, and missed the bottom of the narrative. The turnaround he's watching: Ethereum Foundation shrinking its own role "subtraction theory" to protect what actually matters: credible neutrality ETH Labs and ETH Institutional launching to push adoption Etherealize with "a lot of irons in the fire" on the institutional side Glamsterdam upgrade shipping Q3 On the "death of L2s"? "Very overstated." Robinhood just launched its L2 on the Arbitrum stack. Institutions want their own controllable ecosystems that settle to . The roadmap is aligned with where blockchain tech is actually going: privacy, ZK scaling of the L1, quantum resistance. His take: not enough people are paying attention to what's happening on the ground. The narrative can shift really quickly. $ETH $GLXY $SOL
2:37

"I REMAIN BULLISH ON $ETH" - Galaxy Digital VP head of research. He covered Solana for years and was openly skeptical of Ethereum. Now he's flipped. Here's why: He says today looks exactly like Solana in 2022-2023, everyone got disillusioned, stopped paying attention, and missed the bottom of the narrative. The turnaround he's watching: Ethereum Foundation shrinking its own role "subtraction theory" to protect what actually matters: credible neutrality ETH Labs and ETH Institutional launching to push adoption Etherealize with "a lot of irons in the fire" on the institutional side Glamsterdam upgrade shipping Q3 On the "death of L2s"? "Very overstated." Robinhood just launched its L2 on the Arbitrum stack. Institutions want their own controllable ecosystems that settle to . The roadmap is aligned with where blockchain tech is actually going: privacy, ZK scaling of the L1, quantum resistance. His take: not enough people are paying attention to what's happening on the ground. The narrative can shift really quickly. $ETH $GLXY $SOL

SamAlτcoin.eth ☀️

40,110 просмотров • 1 месяц назад

2024 Was Solana's Best Year Yet. Can It Sustain the Momentum in 2025? Lily Liu and joined the show to talk all about the fantastic 2024 and what’s next. Plus: 💥 Why Lily says Base is “cannibalizing Ethereum” ⚙️ Mert on why Solana isn’t copying Ethereum anymore 🔒 Why the 2025 token unlocks aren’t a concern Timestamps: 02:34 Mert’s mix of paranoia and vindication about Solana 07:08 Why Lily shifted from Bitcoin to working on Solana 09:43 Mert’s journey from Coinbase to becoming Solana’s online advocate 14:47 Can Solana foster unique innovations rather than mimic Ethereum? 19:47 Solana’s vision of a “decentralized Nasdaq” vs. center of memecoin mania 27:54 What’s driving Solana’s surge in developer activity 30:26 Why Lily sees Base as no real competitor 33:04 The meaning and implications of network extensions 37:07 Mert’s take on criticisms of Solana’s MEV approach 42:11 Why they aren’t worried about the 2025 token unlocks 44:26 Competing with tech giants through the Solana mobile phone 50:48 How DePIN highlights blockchain’s true potential Thank you to our sponsors! Kelp Robinhood & Arbitrum Polkadot
57:23

2024 Was Solana's Best Year Yet. Can It Sustain the Momentum in 2025? Lily Liu and joined the show to talk all about the fantastic 2024 and what’s next. Plus: 💥 Why Lily says Base is “cannibalizing Ethereum” ⚙️ Mert on why Solana isn’t copying Ethereum anymore 🔒 Why the 2025 token unlocks aren’t a concern Timestamps: 02:34 Mert’s mix of paranoia and vindication about Solana 07:08 Why Lily shifted from Bitcoin to working on Solana 09:43 Mert’s journey from Coinbase to becoming Solana’s online advocate 14:47 Can Solana foster unique innovations rather than mimic Ethereum? 19:47 Solana’s vision of a “decentralized Nasdaq” vs. center of memecoin mania 27:54 What’s driving Solana’s surge in developer activity 30:26 Why Lily sees Base as no real competitor 33:04 The meaning and implications of network extensions 37:07 Mert’s take on criticisms of Solana’s MEV approach 42:11 Why they aren’t worried about the 2025 token unlocks 44:26 Competing with tech giants through the Solana mobile phone 50:48 How DePIN highlights blockchain’s true potential Thank you to our sponsors! Kelp Robinhood & Arbitrum Polkadot

Laura Shin

74,401 просмотров • 1 год назад

E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t What Raoul’s Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Crypto’s Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoul’s Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Crypto’s Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isn’t Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoul’s Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoul’s Advice On Developing Patience Why People Should Stay In Crypto Why There’s Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts
1:23:33

E173: Raoul Pal - Why I won't sell, why AI Agents' TAM is infinite and why it's it all so f*cking obvious Raoul Pal is back on When Shift Happens for a fun episode full of swearing and well needed hopium while the industry is in full crisis and depression. This time we cover the race to AGI, why crypto got left behind while Nasdaq ran, and why Raoul thinks the worst of that correction is over. We also get into what he's actually buying (moar $SUI and some $ZEC), his framework for valuing layer ones, and why he thinks most traders are just burning energy. Timestamps: Introduction Traveling Non-Stop & Kast Card Discussion Why Steak & Eggs Seems Expensive But $1000 NFTs Don’t What Raoul’s Been Up To The Past 4 Months Why The Stock Market Never Ceases To Grow What Is The Economic Singularity? Partnerships: Trezor Bitwise Is It Still Early To Invest In AI? Is Crypto Superior To AI Investment Wise Crypto’s Reasons For Going Up Forever Bitcoin Going From $126k - $60k Is A Nasty Correction Are Early Investment Opportunities No Longer Possible Why Raoul Started Buying $ZEC What Are The Left & Right Curve Trades? Partnerships: KAST Sumsub How Raoul Thinks About Allocation With Zcash Raoul’s Thoughts On Hyperliquid & $HYPE Token How Layer Ones Will Accrue More Of Crypto’s Value How To Measure Intelligence For Layer Ones Why The Biggest User Of DeFi & Crypto Payments Will Be AI Agents Why DeFi Isn’t Dead According To Raoul Why All Financial Rails Are Moving To Blockchain Rails Why Digital Art Will Accrue Massive Value Over Time How Do You Structure An NFT Portfolio? What Kind Of Investor Is Interested In An NFT Fund Partnerships: Jupiter Ethena Should People Only Focus On The Top Tier NFTs Raoul’s Plan To Lend Against NFTs Is Bitcoin A Proxy Trade For AI Why You Should Never Sell Unless You Have To The Numbers Behind Buying & Holding vs Trading Why Volatility Makes People Think Crypto Is Easy To Trade Raoul’s Advice On Developing Patience Why People Should Stay In Crypto Why There’s Hope For Crypto In 2026 & 2027 The Kindest Thing Anyone Has Ever Done For Raoul Closing Thoughts

MR SHIFT 🦁

268,207 просмотров • 2 месяцев назад