The podcast on Modular. Exploring a refreshed vision for building in crypto.
Expansion is a podcast exploring the intersection of modular blockchain design and abundant blockspace.
We’ll bring on the leading voices from the modular ecosystem to discuss blockchain design, specialization, applications, and the possibilities that cheap, secure blockspace unlocks.
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Crypto's US Return, Rise of Purpose-Built Infra, and Rethinking Rollups | Nick White & Ezaan "Zon" Mangalji
Friday, November 8, 2024 • Duration 56:09
In this episode, Mike and Nick are joined by special guest Zon from Initia to discuss the implications of Trump's victory on the crypto industry. Shifting gears they explore Polymarket's remarkable accuracy in predicting the election outcome and what it means for decentralized prediction markets. They also dive deep into Eclipse's groundbreaking launch, examining the future of SVM rollups and alternative VMs. The discussion concludes with an analysis of purpose-built chains versus app-specific chains, and what it means for the future of crypto infra. Thanksf or tuning in!
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Follow Nick: https://x.com/nickwh8te
Follow Zon: https://x.com/ItsAlwaysZonny
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
The Aggregation Summit, organized by Polygon Labs, is happening in Bangkok, Thailand, November 10-11, 2024
Learn more and get your early bird tickets now at https://www.agglayer.dev
--
Timestamps:
(00:00) Introduction
(01:41) Thailand's Crypto Scene
(04:04) Crypto's Post Election Thoughts
(11:11) Crypto Regulatory Clearance
(23:15) Eclipse Launch
(32:45) Will Solana have L2s?
(39:58) AAS
(43:09) Purpose Built Chains
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
L1 Valuations and the Rise of Apps | Chris Burniske & Ryan Watkins
Wednesday, November 6, 2024 • Duration 01:15:52
In this episode, Chris Burniske and Ryan Watkins join us to explore the evolving relationship between applications and infrastructure in crypto's value accrual balance. They dissect the current state of infrastructure premiums, examine how ETFs are reshaping market dynamics, and discuss the emerging opportunities in DeFi and AI integration. Thanks for tuning in!
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Follow Chris: https://x.com/cburniske?lang=en
Follow Ryan: https://x.com/ryanwatkins_
Follow Nick: https://x.com/nickwh8te
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
The Aggregation Summit, organized by Polygon Labs, is happening in Bangkok, Thailand, November 10-11, 2024
Learn more and get your early bird tickets now at https://www.agglayer.dev
--
Timestamps:
(00:00) - Introduction
(02:27) - Applications vs Blockchains
(28:47) - Value Accrual End Game
(43:32) - Aggregation Summit Ad
(44:16) - Impact of ETFs
(1:03:16) - Crypto's AI Intersection
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
Saving Open Source, Snowden's Solana Take, and Death of Optimistic Rollups | Roundup
Saturday, October 5, 2024 • Duration 51:58
In this episode, we dive into the shift towards ZK technology, marking the end of the optimistic rollup era. We explore Visa's entry into the stablecoin market and discuss the implications of Celestia's Lemongrass update. The conversation touches on the Eigen Layer token unlock controversy, debates around light node functionality, and the potential unveiling of Satoshi Nakamoto. We also address Edward Snowden's criticism of Solana and the importance of open source ethics in the crypto space. Thanks for tuning in!
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Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:15) Why Are You Building Apps Here
(09:04) EigenLayer Token Unlock
(18:32) Permissionless III Ad
(20:04) Conduit Upgrade
(29:46) Visa Tokenized Asset Platform
(33:34) Union & Trusted Setup Ceremonym
(37:33) Celestia Light Nodes
(44:38) Protecting Open Source
(46:12) Satoshi Unveiled
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
The Hidden Flaw in Encrypted Messaging | Jacob Arluck & Ryan Ford
Wednesday, October 2, 2024 • Duration 01:08:31
In this episode, we dive deep into Prism, a protocol built on Celestia that aims to solve key transparency issues plaguing internet security. Ryan from Prism and Jacob from Celestia discuss the limitations of current end-to-end encryption methods and how Prism's decentralized approach could impact messaging apps to VPNs. They explore the broader implications for Web3, the importance of light node adoption, and how Prism could bridge the gap between Web2 and Web3. Thanks for tuning in!
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Follow Jacob: https://twitter.com/jacobarluck
Follow Ryan: https://twitter.com/distractedm1nd
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(02:21) Perils of End-to-End Encryption
(23:50) Permissionless III Ad
(25:22) Expanding Blockspace Usecases
(36:22) Prism Usecases
(48:07) Value of Sovereign Layers
(1:03:09) First GTM Products
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
Who's Winning Interop, Death of Chain Loyalty, and Stablecoin Centralization | Roundup
Saturday, September 28, 2024 • Duration 50:34
This episode kicks off with Celestia's massive $100 million raise and its implications for modular blockchains. We then dive into the evolving landscape of blockchain interoperability, examining Hyperlane's SVM expansion and Wormhole's Era 3 upgrades. The conversation shifts to TreasureDAO's controversial move from Arbitrum to zkSync, debating project loyalty and financial incentives. We close by discussing Athena's EUSD, exploring dollar-denominated restaking and stablecoin centralization concerns. Thanks for tuning in!
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Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:18) Celestia & Initia Raise
(06:19) Kyle Samani & Vitalik Debate
(12:00) SVM Adoption
(16:53) Permissionless III Ad
(18:25) Wormhole Era 3
(28:14) Issuance Centralization
(40:00) Ethena Liquid Restaking LRT
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
Is DA a Commodity? Celestia's Contrarian Bet on Sovereign, Abundant Blockspace
Wednesday, September 25, 2024 • Duration 01:26:40
In today's episode Nick White unveils Celestia's ambitious roadmap, challenging the notion that DA is a commodity. He argues for a future of abundant, sovereign blockspace that could render current L1s obsolete. He also dissects Celestia's three-pillar strategy: abundant block space with gigabyte blocks, verifiable block space through light nodes, and frictionless blockspace via innovations like ZK accounts. The conversation explores how Celestia aims to enable truly unstoppable applications, potentially reshaping the blockchain landscape and even resisting nation-state interference. Thanks for tuning in!
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Follow Nick: https://x.com/nickwh8te
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(02:39) DA as a Business
(20:12) Is DA a Commodity?
(32:22) Permissionless III Ad
(33:54) Build Whatever
(51:56) Credible Neutralality Inheritance
(55:31) Celestia Roadmap Pillars
(1:13:07) Frictionless Blockspace
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
SEC Fear Mongering, Adoption of Intent-Based Systems, and the Death of Airdrops | Roundup
Saturday, September 21, 2024 • Duration 01:00:51
In this episode, the hosts dive into the evolving landscape of token distribution, exploring the shift from airdrops to stake drops citing EigenLayer's Season 2. They also discuss the cultural differences between Asian and Western crypto scenes, analyze recent SEC actions, and examine innovative cross-chain solutions from projects like 1nch and Osmosis. The conversation also touches on the challenges facing crypto culture, the potential death of airdrops, and the rise of intent-based architectures in DeFi. Thanks for tuning in!
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Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:22) Cringe Crypto Flights
(04:24) Crypto's Social Layer
(09:48) Prism Private Messaging
(13:01) Permissionless III Ad
(14:33) Unify AVS
(19:52) EigenLayer Stake Drop
(27:07) Death of Airdrops
(34:49) SEC Lawsuit Dismissed
(45:40) 1nch Crosschain Swaps
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
Rethinking Ethereum's Block Building: CommitBoost, Inclusion Lists, and Pre-Confirmations | Drew Van der Werff
Wednesday, September 18, 2024 • Duration 01:03:44
In this episode, we dive deep into the future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they could transform crypto. Thanks for tuning in!
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Follow Drew: https://x.com/drewvdw
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:17) MEV Boost Overview
(13:26) End Game of Ethereum Infra
(16:57) Permissionless III Ad
(18:29) Designing Public Goods in Ethereum
(24:01) Designing Commitments
(32:32) Inclusion List Implications
(38:47) Credible Neutrality Implications
(50:44) Opt In Requirements
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
Is Low Data Demand Crypto's Biggest Blind Spot? | Roundup (Ft. Sunny Aggarwal)
Saturday, September 14, 2024 • Duration 59:47
In this episode, we dive deep into the world of cross-chain trading with Sunny, co-founder of Osmosis, who unpacks their latest product Polaris. We then move on to explore the implications of Succinct's ZK rollup solution for Optimism and unpack Eigen DA's revealing data on blockchain capacity. The conversation then shifts to Coinbase's launch of cbBTC and its potential impact on Bitcoin in DeFi. Thanks for tuning in!
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Follow Sunny: https://x.com/sunnya97
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(00:53) Trading Tokens from Anywhere
(17:18) Perils of Offchain Functions
(30:05) Permissionless III Ad
(31:37) Succint Solves ZK Rollups
(38:58) Demand for DA
(50:30) cbBTC Launch
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
Why All Blockchains Are Converging on Sharding | Avi Zurlo, Nil Foundation
Wednesday, September 11, 2024 • Duration 55:37
In this episode, we dive deep into the latest in scalability with Avi Zurlo from the Nil Foundation. We unpack sharding, its application in blockchain, and how it differs from traditional rollup solutions. Avi breaks down the complexities of ZK sharding, discusses the challenges of interoperability in a sharded system, and compares different approaches to scaling blockchains. The conversation also touches on the future of global shared state machines and the potential impact of sharding on developer experiences and application design.
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Follow Avi: https://x.com/avizurlo
Follow Rex: https://x.com/LogarithmicRex
Follow nosleepjon: https://x.com/nosleepjon
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://www.youtube.com/@expansionpod
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/
--
Join us at Permissionless III Oct 9-11. Use code: EXPANSION10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Timestamps:
(00:00) Introduction
(01:24) What is Sharding?
(11:59) Evolution of Rollup Roadmap
(24:58) Permissionless III Ad
(26:30) VMs & Scalability
(31:58) Is a Globally Shared State Machine Real?
(41:53) Fee Market Design of Sharded Systems
(44:34) DA vs Sharding
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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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
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