Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

LIVE NOW - Ethereum’s Three Front War | Justin Drake At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse. In this episode we fill the gaps of this reaction and we discuss the... rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin. So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? -------------- TIMESTAMPS 0:00 Intro 4:29 Beam Chain Reactions 9:43 Is Ethereum Ossifying 18:07 Ethereum’s Three Front War 27:03 Bitcoin Utility Prospects 33:20 The Endgame for Crypto 48:55 Beam Chain 101 54:20 Beam Fork Aftermath 59:51 Pre-Confirmations 1:05:06 L1 Execution Layer 1:12:47 Rollup Design Space 1:26:20 Ethereum’s Midgame 1:32:37 Ethereum 3.0? 1:34:04 Closing & Disclaimersshow more

Bankless

372,040 subscribers

41,674 views • 1 year ago •via X (Twitter)

News & Politics Science & Technology Finance

Anya Rossi• Live Now

Private livecam show

10 Comments

BitcoinMLK1 year ago

@drakefjustin @BanklessHQ what about @MattShea #BITCOIN $ETH $SOL

Wynn.eth.win!🛡️1 year ago

@drakefjustin Excited to listen. Good p-cast!

Skye_Terrier1 year ago

@drakefjustin Loved the insights, focused on Bankless communities, and the $eth vision moving forward Could you also invite @dfinity and challenge how $icp can help be the 3rd building lego block, the fastest decentralized network,unmatchable data computational power... @dominic_w @kylelangham

BIT NEWS 𝕏1 year ago

@drakefjustin Yes 🕯️

IdealistRobot1 year ago

@drakefjustin Updates to rollups = Updates to Ethereum

Jack Crow1 year ago

@drakefjustin 💚 Justin Drake and all in Ethereum who are contributing to making the permissionless decentralized dream become a reality!

Ξking🐼🚀🦇🔊1 year ago

@drakefjustin David: i see concentric circles. Justin: correction, it's not concentric circles. 1. If you want the best DA, you need rollups. 2. If you also want composabiliy, you need based rollups. 3. If you want more ..., you need native rollups. Me thinking: that's concentric circles 🤔

Laura1 year ago

@drakefjustin the returns are remarkable.

R03K4PL4N1 year ago

@drakefjustin

GameFiPogue1 year ago

@drakefjustin beam chain sounds like your new adventure in eth world

Related Videos

LIVE NOW - Can Ethereum Compete with Bitcoin, Solana & Celestia? What is Ethereum’s North Star, and does it even need one? There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum. This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake . And today we‘re joined by Jon Charbonneau 🇺🇸 and Mippo 🟪 to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape. -------------- TIMESTAMPS 0:00 Intro 6:00 Jon’s Article 16:48 How did we get here? 23:16 Ethereum’s Three Front War 43:14 Ethereum Wins by its Synergies 52:52 Ethereum’s Focus 1:01:58 Ethereum Tactical Advice 1:18:18 Ultra Sound Money vs World Computer 1:30:26 Closing & Disclaimers

LIVE NOW - Can Ethereum Compete with Bitcoin, Solana & Celestia? What is Ethereum’s North Star, and does it even need one? There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum. This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake . And today we‘re joined by Jon Charbonneau 🇺🇸 and Mippo 🟪 to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape. -------------- TIMESTAMPS 0:00 Intro 6:00 Jon’s Article 16:48 How did we get here? 23:16 Ethereum’s Three Front War 43:14 Ethereum Wins by its Synergies 52:52 Ethereum’s Focus 1:01:58 Ethereum Tactical Advice 1:18:18 Ultra Sound Money vs World Computer 1:30:26 Closing & Disclaimers

Bankless

31,298 views • 1 year ago

LIVE NOW - The Future of Ethereum Scaling: Native Rollups Explained Native Rollups are the next big step toward scaling Ethereum securely. In this episode, Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum’s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth. Tune in to understand the evolution of Ethereum’s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future. -------------- TIMESTAMPS 0:00 Intro 6:41 Why Native Rollups? 16:32 Security & Composability Benefits 38:13 ZKProofs 42:52 Making L2s Native 50:48 Network Effects 52:35 Customizability Trade-Offs 58:59 Timelines 1:02:39 ETH Economic Impacts 1:05:46 Other Advantages 1:08:17 Succinct 1:08:59 1:11:32 Real-Time Proving 1:12:33 Ethereum’s Bottleneck 1:15:43 Closing & Disclaimers

LIVE NOW - The Future of Ethereum Scaling: Native Rollups Explained Native Rollups are the next big step toward scaling Ethereum securely. In this episode, Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum’s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth. Tune in to understand the evolution of Ethereum’s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future. -------------- TIMESTAMPS 0:00 Intro 6:41 Why Native Rollups? 16:32 Security & Composability Benefits 38:13 ZKProofs 42:52 Making L2s Native 50:48 Network Effects 52:35 Customizability Trade-Offs 58:59 Timelines 1:02:39 ETH Economic Impacts 1:05:46 Other Advantages 1:08:17 Succinct 1:08:59 1:11:32 Real-Time Proving 1:12:33 Ethereum’s Bottleneck 1:15:43 Closing & Disclaimers

Bankless

124,961 views • 1 year ago

LIVE NOW - Ethereum’s Strategic Pivot: The Plan to Restore Dominance Ethereum Foundation researchers Dankrad Feist and ansgar.eth join David Hoffman and Mippo 🟪 to discuss Ethereum's identity crisis—and how it’s turning the ship around. They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape. -------------- TIMESTAMPS 0:00 Intro 5:42 Top Problems with Ethereum 12:33 Lack of Growth in Ethereum Layer 1 27:49 Ethereum’s Roadmap Dilemma 38:08 Layer 1 Scaling Progress 39:08 Ethereum L1’s Value Proposition to L2s 48:44 Base and Native Rollups Explained 57:25 Canonical EVM in a Rollup World 1:01:26 Vitalik’s Vision for L1 Scaling 1:05:59 ZK Scaling Becomes Real 1:08:12 Fast Block Times and DeFi 1:16:59 The Evolving Ethereum Core Culture 1:22:38 Other Interesting Changes 1:26:41 Ethereum’s Direction Feels Different Now 1:30:09 Closing and Disclosure

LIVE NOW - Ethereum’s Strategic Pivot: The Plan to Restore Dominance Ethereum Foundation researchers Dankrad Feist and ansgar.eth join David Hoffman and Mippo 🟪 to discuss Ethereum's identity crisis—and how it’s turning the ship around. They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape. -------------- TIMESTAMPS 0:00 Intro 5:42 Top Problems with Ethereum 12:33 Lack of Growth in Ethereum Layer 1 27:49 Ethereum’s Roadmap Dilemma 38:08 Layer 1 Scaling Progress 39:08 Ethereum L1’s Value Proposition to L2s 48:44 Base and Native Rollups Explained 57:25 Canonical EVM in a Rollup World 1:01:26 Vitalik’s Vision for L1 Scaling 1:05:59 ZK Scaling Becomes Real 1:08:12 Fast Block Times and DeFi 1:16:59 The Evolving Ethereum Core Culture 1:22:38 Other Interesting Changes 1:26:41 Ethereum’s Direction Feels Different Now 1:30:09 Closing and Disclosure

Bankless

295,432 views • 1 year ago

LIVE NOW - Ethereum’s Quantum Plan Before Q-Day Quantum is no longer a distant thought experiment. Justin Drake joins Bankless to unpack: - when Q-Day could actually arriv,e - why Bitcoin and Ethereum face very different quantum risks, - what Ethereum’s post-quantum roadmap looks like, - why this upgrade could be bigger than the Merge, - and how quantum could become Ethereum’s chance to lead. --- TIMESTAMPS 0:00 When is Q-Day? 5:35 The moment quantum becomes crypto-relevant 10:11 How many qubits does it take to break crypto? 16:22 What a real Bitcoin quantum attack would look like 20:19 How much Bitcoin is actually vulnerable? 26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice 35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck 41:02 Ethereum’s exposure: smaller, but not zero 45:43 Ethereum’s tougher roadmap: three layers, three upgrades 50:29 The execution-layer plan: replace ECDSA without killing throughput 57:56 Post-quantum, post-AI cryptography 1:03:36 BLS, KZG, LeanVM, and the rest of the stack 1:06:42 Is this bigger than the Merge? 1:17:21 If Bitcoin stumbles, does all crypto stumble too? 1:19:35 “Quantum is not a challenge—it’s an opportunity” 1:21:27 AI, quantum, crypto and the 2032 convergence 1:28:04 Harvest now, decrypt later 1:30:09 Defensive accelerationism and Ethereum’s role 1:39:10 Stoicism, P-doom, and why he keeps building

LIVE NOW - Ethereum’s Quantum Plan Before Q-Day Quantum is no longer a distant thought experiment. Justin Drake joins Bankless to unpack: - when Q-Day could actually arriv,e - why Bitcoin and Ethereum face very different quantum risks, - what Ethereum’s post-quantum roadmap looks like, - why this upgrade could be bigger than the Merge, - and how quantum could become Ethereum’s chance to lead. --- TIMESTAMPS 0:00 When is Q-Day? 5:35 The moment quantum becomes crypto-relevant 10:11 How many qubits does it take to break crypto? 16:22 What a real Bitcoin quantum attack would look like 20:19 How much Bitcoin is actually vulnerable? 26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice 35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck 41:02 Ethereum’s exposure: smaller, but not zero 45:43 Ethereum’s tougher roadmap: three layers, three upgrades 50:29 The execution-layer plan: replace ECDSA without killing throughput 57:56 Post-quantum, post-AI cryptography 1:03:36 BLS, KZG, LeanVM, and the rest of the stack 1:06:42 Is this bigger than the Merge? 1:17:21 If Bitcoin stumbles, does all crypto stumble too? 1:19:35 “Quantum is not a challenge—it’s an opportunity” 1:21:27 AI, quantum, crypto and the 2032 convergence 1:28:04 Harvest now, decrypt later 1:30:09 Defensive accelerationism and Ethereum’s role 1:39:10 Stoicism, P-doom, and why he keeps building

Bankless

50,065 views • 3 months ago

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers

LIVE NOW - Why ETH Might Be the Most Mispriced Asset in the World Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek Raman and dannyryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. -------------- TIMESTAMPS 0:00 Intro 0:52 The Bull Case for ETH 3:18 Why ETH? 6:35 Pitching to Wall Street 10:59 ETH is Digital Oil 21:29 ETH’s Monetary Policy 37:37 Why Hold ETH? 43:42 ETH/BTC Ratio 47:20 ETH is a Store of Value 53:55 Ethereum’s Scaling Path 1:03:08 Ethereum’s Renaissance 1:07:06 Ethereum Competitors 1:10:14 The Report 1:12:29 Vivek in Congress 1:13:33 Closing & Disclaimers

Bankless

78,163 views • 1 year ago

LIVE NOW - Vitalik Buterin: How Ethereum Becomes The World Ledger Ethereum just turned 10, and vitalik.eth returns to reflect on the last decade—and where it’s headed next. In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again. We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future. -------------- TIMESTAMPS 0:00 Intro 0:52 Ethereum’s First 2 Years 2:25 Ethereum’s Top Contributions 4:18 Biggest Surprises 7:37 What Took Longer than Expected 9:05 Overcoming Challenges 11:03 Lesson for Younger Vitalik 15:53 Bitcoin vs Ethereum 18:49 Ethereum’s Cultural Evolution 32:11 Privacy on Ethereum 37:42 Nation State Resistant Privacy 43:03 Cypherpunk vs Mainstream 56:05 World Ledger 59:09 Ethereum in 2024 1:02:23 Changes in the Ethereum Foundation 1:10:10 Economic Alignment 1:16:38 Scaling the L1 1:31:21 Ethereum’s Barbell Strategy 1:39:28 Ethereum Nationalism 1:48:28 ETH Treasuries 1:55:19 The Next 10 Years for Ethereum 1:59:35 The Next 10 Years for Vitalik 2:01:25 The Next 10 Years for Bankless 2:02:52 Closing & Disclaimers

LIVE NOW - Vitalik Buterin: How Ethereum Becomes The World Ledger Ethereum just turned 10, and vitalik.eth returns to reflect on the last decade—and where it’s headed next. In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again. We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future. -------------- TIMESTAMPS 0:00 Intro 0:52 Ethereum’s First 2 Years 2:25 Ethereum’s Top Contributions 4:18 Biggest Surprises 7:37 What Took Longer than Expected 9:05 Overcoming Challenges 11:03 Lesson for Younger Vitalik 15:53 Bitcoin vs Ethereum 18:49 Ethereum’s Cultural Evolution 32:11 Privacy on Ethereum 37:42 Nation State Resistant Privacy 43:03 Cypherpunk vs Mainstream 56:05 World Ledger 59:09 Ethereum in 2024 1:02:23 Changes in the Ethereum Foundation 1:10:10 Economic Alignment 1:16:38 Scaling the L1 1:31:21 Ethereum’s Barbell Strategy 1:39:28 Ethereum Nationalism 1:48:28 ETH Treasuries 1:55:19 The Next 10 Years for Ethereum 1:59:35 The Next 10 Years for Vitalik 2:01:25 The Next 10 Years for Bankless 2:02:52 Closing & Disclaimers

Bankless

56,301 views • 11 months ago

SPECIAL: Justin Drake & Federico Carrone on Ethereum’s Native Rollup Roadmap Native rollups are becoming widely accepted. For today's episode, robbie and Andy sat down with Justin Drake and Fede’s intern 🥊 to discuss: > Native Rollups vs. Based Rollups > ETH Value Accrual From L2s > Ethereum’s Core Services > The Real Bottleneck for Ethereum Scaling > Which Rollups Will Pivot First Full episode links below. Timestamps: 00:00 Intro 02:30 Based & Native Rollups Overview 14:10 Implementation Challenges 20:40 Returning Value to ETH 31:51 Ethereum Scalability 42:38 L2 Incentive Alignment 52:13 Interop & Composability 1:05:46 Technical Functions Of L2s

SPECIAL: Justin Drake & Federico Carrone on Ethereum’s Native Rollup Roadmap Native rollups are becoming widely accepted. For today's episode, robbie and Andy sat down with Justin Drake and Fede’s intern 🥊 to discuss: > Native Rollups vs. Based Rollups > ETH Value Accrual From L2s > Ethereum’s Core Services > The Real Bottleneck for Ethereum Scaling > Which Rollups Will Pivot First Full episode links below. Timestamps: 00:00 Intro 02:30 Based & Native Rollups Overview 14:10 Implementation Challenges 20:40 Returning Value to ETH 31:51 Ethereum Scalability 42:38 L2 Incentive Alignment 52:13 Interop & Composability 1:05:46 Technical Functions Of L2s

The Rollup

91,348 views • 1 year ago

A Rollup that *Actually* Scales Ethereum In this episode of Deeply Intents, I chat with James Prestwich of init4 tech Signet. This episode is a masterclass on rollups. In this episode we discuss: - What is a rollup? - History of rollups - Signet from first principles - Conditional Transactions - Application Controlled Execution - (Re)Based Rollups Timestamps 0:00 - Build a rollup in a completely different way 3:14 - What is a rollup? 6:17 - History of rollups 9:57 - Plasmas 14:34 - Minimum viable merged consensus 18:45 - Signet from first principles 21:27 - No proofs 23:01 - Conditional Transactions 27:42 - Instant bridging 31:47 - App Controlled Execution (ACE) 37:45 - Third party native issuance 39:44 - A rollup that actually scales Ethereum 41:16 - Sequencing and block building 45:33 - More Builders than Ethereum 48:08 - Finding the right partners 53:45 - Benefits of app chain + general purpose chain 56:03 - (Re)Based Rollups 1:00:04 - Unexplored design space for rollups 1:03:41 - Mistakes building products on Ethereum 1:07:39 - Making developer tools 1:11:37 - Bitcoin repeating history

A Rollup that Actually Scales Ethereum In this episode of Deeply Intents, I chat with James Prestwich of init4 tech Signet. This episode is a masterclass on rollups. In this episode we discuss: - What is a rollup? - History of rollups - Signet from first principles - Conditional Transactions - Application Controlled Execution - (Re)Based Rollups Timestamps 0:00 - Build a rollup in a completely different way 3:14 - What is a rollup? 6:17 - History of rollups 9:57 - Plasmas 14:34 - Minimum viable merged consensus 18:45 - Signet from first principles 21:27 - No proofs 23:01 - Conditional Transactions 27:42 - Instant bridging 31:47 - App Controlled Execution (ACE) 37:45 - Third party native issuance 39:44 - A rollup that actually scales Ethereum 41:16 - Sequencing and block building 45:33 - More Builders than Ethereum 48:08 - Finding the right partners 53:45 - Benefits of app chain + general purpose chain 56:03 - (Re)Based Rollups 1:00:04 - Unexplored design space for rollups 1:03:41 - Mistakes building products on Ethereum 1:07:39 - Making developer tools 1:11:37 - Bitcoin repeating history

apriori

26,515 views • 8 months ago

LIVE NOW - A New Chapter for Ethereum | EFs Co-EDs Tomasz & Hsiao-Wei Ethereum Foundation's new Co-Executive Directors, Tomasz K. Stańczak and hww.eth | Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum. We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world. TIMESTAMPS 0:00 Intro 8:19 Career Journey 16:22 What Value Are They Providing 23:39 Continuing the Ethereum Legacy 31:11 Ethereum Foundation: Strengths, Gaps & Calls for Leadership 43:41 The Pectra Disaster 1:00:51 Scaling and Improving the Layer 2 1:06:55 The Concept of "Product Centric Ethereum" 1:11:49 Metrics, Accountability & Operational Leadership at Ethereum 1:14:41 What the Ethereum Foundation Isn't Responsible For 1:18:35 Clearing Up EF Misconceptions 1:26:25 Inside Ethereum’s Upgrade Cycle 1:31:17 Closing and Disclosure

LIVE NOW - A New Chapter for Ethereum | EFs Co-EDs Tomasz & Hsiao-Wei Ethereum Foundation's new Co-Executive Directors, Tomasz K. Stańczak and hww.eth | Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum. We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world. TIMESTAMPS 0:00 Intro 8:19 Career Journey 16:22 What Value Are They Providing 23:39 Continuing the Ethereum Legacy 31:11 Ethereum Foundation: Strengths, Gaps & Calls for Leadership 43:41 The Pectra Disaster 1:00:51 Scaling and Improving the Layer 2 1:06:55 The Concept of "Product Centric Ethereum" 1:11:49 Metrics, Accountability & Operational Leadership at Ethereum 1:14:41 What the Ethereum Foundation Isn't Responsible For 1:18:35 Clearing Up EF Misconceptions 1:26:25 Inside Ethereum’s Upgrade Cycle 1:31:17 Closing and Disclosure

Bankless

19,575 views • 1 year ago

How will autonomous AI agents shape the future of Ethereum? In Episode 20 of the Agents Unleashed podcast, maybrier ☴ talks with Tomasz K. Stańczak, Co-Executive Director of the Ethereum Foundation, about Ethereum’s next decade and the rise of agentic AI, both on and off-chain. In this episode: • Strategic priorities for Ethereum’s next upgrades • Why cypherpunk values like privacy + decentralization still matter • How AI agents could use Ethereum as their coordination + verification layer • What “identity is defined by privacy” really means in an AI world 02:05 – Tomasz on his role at Ethereum Foundation 04:21 – What about Ethereum’s mission resonated with him 06:48 – The Foundation's strategic priorities for AI 10:09 – Keeping cypherpunk values alive 15:34 – The next 10 years: AI, robotics, and blockchain 20:55 – Identity, privacy, and AI agents 26:30 – Predictions for the future of the AI user interface 31:36 – Call to action for builders This episode is sponsored by Sigil Fund

How will autonomous AI agents shape the future of Ethereum? In Episode 20 of the Agents Unleashed podcast, maybrier ☴ talks with Tomasz K. Stańczak, Co-Executive Director of the Ethereum Foundation, about Ethereum’s next decade and the rise of agentic AI, both on and off-chain. In this episode: • Strategic priorities for Ethereum’s next upgrades • Why cypherpunk values like privacy + decentralization still matter • How AI agents could use Ethereum as their coordination + verification layer • What “identity is defined by privacy” really means in an AI world 02:05 – Tomasz on his role at Ethereum Foundation 04:21 – What about Ethereum’s mission resonated with him 06:48 – The Foundation's strategic priorities for AI 10:09 – Keeping cypherpunk values alive 15:34 – The next 10 years: AI, robotics, and blockchain 20:55 – Identity, privacy, and AI agents 26:30 – Predictions for the future of the AI user interface 31:36 – Call to action for builders This episode is sponsored by Sigil Fund

Olas (formerly Autonolas)

17,413 views • 10 months ago

LIVE NOW - Ethereum’s Last Big Upgrade: The zkEVM Ethereum scaling isn’t just “bigger blocks.” It’s a shift from re-executing everything → verifying once with proofs. ansgar.eth breaks down: - verifying blocks without re-execution - real-time proofs for L1 - optional → mandatory proofs roadmap - the 3 bottlenecks: compute / IO / bandwidth - why “L1 gets rollup-like” (without losing verifiability) 🎬 Enjoy. --- TIMESTAMPS 0:00 Intro 0:43 Ethereum’s Biggest Upgrade 4:35 The Core Idea: Verify Blocks Without Re-Executing 10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution 16:22 Cryptography 2.0: Proving Arbitrary Computation 22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth 32:33 Why Ethereum Has Been “Slow” by Design 38:29 3× Per Year: Scaling Now, Not Someday 41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves) 46:33 Rollout Plan: Optional Proofs → Mandatory Proofs 49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees 54:14 Security Reality Check: Performance → Security → Production 1:01:24 Client Diversity in a ZK World 1:10:51 Timeline: ZK Ethereum, Around 2030 1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto 1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps

LIVE NOW - Ethereum’s Last Big Upgrade: The zkEVM Ethereum scaling isn’t just “bigger blocks.” It’s a shift from re-executing everything → verifying once with proofs. ansgar.eth breaks down: - verifying blocks without re-execution - real-time proofs for L1 - optional → mandatory proofs roadmap - the 3 bottlenecks: compute / IO / bandwidth - why “L1 gets rollup-like” (without losing verifiability) 🎬 Enjoy. --- TIMESTAMPS 0:00 Intro 0:43 Ethereum’s Biggest Upgrade 4:35 The Core Idea: Verify Blocks Without Re-Executing 10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution 16:22 Cryptography 2.0: Proving Arbitrary Computation 22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth 32:33 Why Ethereum Has Been “Slow” by Design 38:29 3× Per Year: Scaling Now, Not Someday 41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves) 46:33 Rollout Plan: Optional Proofs → Mandatory Proofs 49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees 54:14 Security Reality Check: Performance → Security → Production 1:01:24 Client Diversity in a ZK World 1:10:51 Timeline: ZK Ethereum, Around 2030 1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto 1:20:49 Closing: Build the Boring Infrastructure, Enable the Apps

Bankless

18,628 views • 4 months ago

LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) Ethereum may be one of the most underappreciated assets. Michael McGuiness and Vivek Raman of Etherealize lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers

LIVE NOW - Productive Money: The Most Bullish Case for Ethereum ($250K) Ethereum may be one of the most underappreciated assets. Michael McGuiness and Vivek Raman of Etherealize lay out the case for ETH as “productive money”: A monetary asset with the store-of-value properties of gold and Bitcoin, but with the ability to compound through network activity. Enjoy! -------------- TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers

Bankless

257,127 views • 2 months ago

LIVE NOW - How Ethereum Wins: What We Think RYAN SΞAN ADAMS - rsa.eth 🦄 and David Hoffman reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. -------------- TIMESTAMPS 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel 25:23 Restoring ETH’s Product-Money Feedback Loop 46:58 Towards a United Chains of Ethereum 1:05:43 ETH—Commodity Money Backed by an Economy 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers

LIVE NOW - How Ethereum Wins: What We Think RYAN SΞAN ADAMS - rsa.eth 🦄 and David Hoffman reunite on Bankless Takes with a big question: What must Ethereum do to win? Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet. Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future. -------------- TIMESTAMPS 0:00 Intro 3:21 Job’s Not Finished 10:11 A Call for Maximalism 13:10 Blue-Money Gospel 25:23 Restoring ETH’s Product-Money Feedback Loop 46:58 Towards a United Chains of Ethereum 1:05:43 ETH—Commodity Money Backed by an Economy 1:08:59 Rethinking Our Messaging 1:14:49 Can Ethereum Still Win? 1:19:22 Closing & Disclaimers

Bankless

44,074 views • 1 year ago

DeFi is the future of Ethereum In this episode of Deeply Intents (🎙️,🎧), I chat with Nikita CEO of Barter. While everyone is focused on content coins and streaming, the DeFi renaissance is happening right now on Ethereum. Join us for a DeFi masterclass. [sponsored by Anoma] In this episode we discuss: - Solvers - Hooks and compossability - Competition and M&A - Liquidity Provision - Superposition - Distribution, product, and strategy Timestamps 0:00 - Discovering crypto 5:05 - DeFi Summer 6:08 - Learnings from time at 1inch 10:50 - Building a solver and getting hacked 16:43 - How solvers work 18:45 - Hooks and compossability 24:22 - Competition and acquisition 29:49 - Market is consolidating 34:54 - Who are the passive LPs? 40:48 - Superposition story 47:30 - Making AMMs outdated 51:58 - Endgame liquidity solution 55:42 - Passion and building teams 1:00:42 - Distribution strategy 1:05:38 - Cross-chain game 1:10:09 - Product philosophy 1:15:33 - Connect with anyone in crypto 1:19:06 - Ethereum is the place to be 1:20:51 - Advise for young business developers 1:25:00 - Find synergies 1:28:22 - WAGMI

DeFi is the future of Ethereum In this episode of Deeply Intents (🎙️,🎧), I chat with Nikita CEO of Barter. While everyone is focused on content coins and streaming, the DeFi renaissance is happening right now on Ethereum. Join us for a DeFi masterclass. [sponsored by Anoma] In this episode we discuss: - Solvers - Hooks and compossability - Competition and M&A - Liquidity Provision - Superposition - Distribution, product, and strategy Timestamps 0:00 - Discovering crypto 5:05 - DeFi Summer 6:08 - Learnings from time at 1inch 10:50 - Building a solver and getting hacked 16:43 - How solvers work 18:45 - Hooks and compossability 24:22 - Competition and acquisition 29:49 - Market is consolidating 34:54 - Who are the passive LPs? 40:48 - Superposition story 47:30 - Making AMMs outdated 51:58 - Endgame liquidity solution 55:42 - Passion and building teams 1:00:42 - Distribution strategy 1:05:38 - Cross-chain game 1:10:09 - Product philosophy 1:15:33 - Connect with anyone in crypto 1:19:06 - Ethereum is the place to be 1:20:51 - Advise for young business developers 1:25:00 - Find synergies 1:28:22 - WAGMI

apriori

36,960 views • 9 months ago

Interop Cheat Codes In this episode of Deeply Intents (🎙️,🎧) I chat with Peter | Relay founder of Relay which is dominating cross-chain volume as of late. In the episode we discuss: - Relay's architecture - Vaults for solvers - Intents & Resource Locks - DEX meta-aggregation - Distribution and PMF - Ethereum with fast finality Timestamps 0:00 - From Music to Intents 7:20 - Late follower advantage 10:53 - What is Relay? 16:57 - Layers of Relay's architecture 23:28 - Verification without smart contracts 25:09 - Resource Locks 31:25 - Vaults for solvers 37:10 - Digging into vaults 41:15 - DEX meta-aggregation 48:34 - MEV strategy 53:48 - Landing transactions 55:31 - Chain Abstraction 1:00:14 - B2B distribution 1:03:45 - Reliability and SLAs 1:07:14 - Customer service strategy 1:10:33 - Pre and post PMF 1:16:43 - Ethereum upgrades and standards 1:21:19 - Fast interop layer

Interop Cheat Codes In this episode of Deeply Intents (🎙️,🎧) I chat with Peter | Relay founder of Relay which is dominating cross-chain volume as of late. In the episode we discuss: - Relay's architecture - Vaults for solvers - Intents & Resource Locks - DEX meta-aggregation - Distribution and PMF - Ethereum with fast finality Timestamps 0:00 - From Music to Intents 7:20 - Late follower advantage 10:53 - What is Relay? 16:57 - Layers of Relay's architecture 23:28 - Verification without smart contracts 25:09 - Resource Locks 31:25 - Vaults for solvers 37:10 - Digging into vaults 41:15 - DEX meta-aggregation 48:34 - MEV strategy 53:48 - Landing transactions 55:31 - Chain Abstraction 1:00:14 - B2B distribution 1:03:45 - Reliability and SLAs 1:07:14 - Customer service strategy 1:10:33 - Pre and post PMF 1:16:43 - Ethereum upgrades and standards 1:21:19 - Fast interop layer

apriori

27,517 views • 9 months ago

LIVE NOW - Etherealize: Ethereum is Open for Business We’ve got the team behind Etherealize on the show today—Vivek Raman and dannyryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum. We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption. -------------- TIMESTAMPS 0:00 Intro 4:08 Etherealize & Its Mission 12:24 Clients & Finances 17:12 Relation Between Ethereum Foundation & Etherealize 18:27 Etherealize's Funding 19:38 Etherealize's Competitions 22:57 Challenges & Roadblocks 25:11 What Success Looks Like for Etherealize 26:52 Etherealize's Co-Founders 28:06 Ethereum’s Upcoming Era 34:23 What Makes Ethereum Special 40:07 Political Effect on Ethereum 45:40 Community Support 48:59 Layer 1 & Etherealize 52:44 Hypothetical Scenarios with Ethereum 55:58 What’s Next for Etherealize 58:55 Some Unturned Stones 1:01:40 Closing & Disclosures

LIVE NOW - Etherealize: Ethereum is Open for Business We’ve got the team behind Etherealize on the show today—Vivek Raman and dannyryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum. We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption. -------------- TIMESTAMPS 0:00 Intro 4:08 Etherealize & Its Mission 12:24 Clients & Finances 17:12 Relation Between Ethereum Foundation & Etherealize 18:27 Etherealize's Funding 19:38 Etherealize's Competitions 22:57 Challenges & Roadblocks 25:11 What Success Looks Like for Etherealize 26:52 Etherealize's Co-Founders 28:06 Ethereum’s Upcoming Era 34:23 What Makes Ethereum Special 40:07 Political Effect on Ethereum 45:40 Community Support 48:59 Layer 1 & Etherealize 52:44 Hypothetical Scenarios with Ethereum 55:58 What’s Next for Etherealize 58:55 Some Unturned Stones 1:01:40 Closing & Disclosures

Bankless

52,500 views • 1 year ago