Unlayered – Details, episodes & analysis

In this week's Bullpen Roundup, we are joined by @0xBreadGuy who brings his analytical and spicy Twitter takes to the podcast medium. We discuss Eth's continued search for a credible value accrual narrative, why DA commoditization is inveitable, which L2's builders should be focusing on, any reasons to remain bullish on Eth, and whether Btc will lose its number 1 status within the next 5 years... - - Episode Resources Follow Bread : https://Twitter.com/0xBreadGuy - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Time Stamps (0:00) - Are L2s Net Negative For Eth? (7:29) - Is DA Valuable? (15:32) - One Sided Relationship From L2s (21:41) - Which L2s To Build On (28:55) - Reasons To Be Bullish Eth? (33:33) - Is Chain Abstraction Overhyped? (40:44) - Eth DA Will Never Be Sufficient (44:37) - L2 Incentives To Become An L1 (49:25) - Where Is Bread Aligned (53:17) - End State Architecture For L1s (55:01) - State Of The Market (1:01:09) - Is Bitcoin A Special Snowflake?

This week, Sal (@Salxyz) and Dave (@SolBeachBum) sit down with one of the loudest and most outspoken proponents for high throughput blockchains - Logan Jastremski (@LoganJastremski) from Frictionless Capital. He discusses whether his thesis around high throughput blockchains has been proven correct, and we talk about the recent capitulation seen from within the Ethereum developer camp around scaling the L1 at the expense of reducing decentralization. Logan also talks to the relevancy and his fund's continued interest in defi primitives before talking through new verticals within the umbrella of DePIN which are likely to supercharge this burgeoning asset category.

- - Episode Resources Follow Logan : https://Twitter.com/LoganJastremski Follow Frictionless Capital : https://Twitter.com/_Frictionless_

- - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod

- - Time Stamps (0:00) - How Has High Throughput Blockchain Thesis Played Out (6:26) - Are On Chain Order Books Overhyped? (16:12) - Can Solana Ever Move Away From Congestion Issues (22:24) - Expectations For Firedancer (26:31) - Which Verticals Are Best To Invest Into (31:43) - Will Institutions Actually Deploy RWAs Onto Solana (37:59) - Where Will Value For L1s Come From If Apps Control Order Flow (44:45) - Under-Explored Use Cases For DePIN (49:20) - What Stops Incumbents Copying DePIN Business Model (54:59) - Difficulties Around Energy-Based DePIN Projects (57:25) - Thoughts on Solana Inspired New Projects (Monad and MegaEth) (1:01:16) - Thoughts On Rise Of Tron and Ton (1:04:40) - Does Eth Need To Scale The L1 To Remain Relevant

This week, Sale, Dave and Zen Llama get together for a Bullpen roundtable episode to discuss the recent run up in celebrity backed memecoins and whether they are a net positive for the space. We then discuss the rise of Ton and the potential future threat of high distribution blockchains, who won the Toly vs Justin Drake debate, and how Monad is starting to bootstrap its developer community. - - Time Stamps (0:00) - The Argument For Celeb Memecoins (14:17) - Where Are The Apps This Cycle? (16:15) - L1 vs L2 culture (22:35) - Will Eth Lose First Mover Advantage? (19:18) - Future of Stablecoins on Eth (23:25) - The Rise Of Ton and High Distribution Blockchains (35:58) - BNB Outperformance (38:57) - Sol vs Eth Value Accrual (42:56) - Is Economic Security a Meme? (49:12) - How Monad is bootstrapping it’s developer community - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod

This week we are joined by Emmanuel Awosika, a prominent member of the Ethereum R&D community, to explore the ways in which Ethereum needs to improve to become more competitive with newer, high throughput blockchains. We discuss the current issues with Ethereum, including the challenges of interoperability between rollups and the ossification of Eth's "OG" culture, before exploring the solutions to help make Eth great again. - - Time Stamps (0:00) - Current Issues with Eth (5:22) - Why Build On EVM Stack vs SVM (9:23) - Why Would L2s Give Away Sequencer Fees? (14:01) - Toly v Justin Drake Thoughts (19:18) - Future of Stablecoins on Eth (23:06) - Can You Tokenize The World on Eth L1? (25:14) - Upcoming EIPs That Will Transform UX (36:10) - Eth’s Need To Start Focusing on Apps (41:22) - What Could Eth Learn From Solana (51:50) - Timelines For Eth L2 Throughout To Be Competitive With Solana (59:57) - How To Prioiritze What Eth Needs To Focus On - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Episode Resources Follow Emmanuel : https://Twitter.com/eawosikaa
Emmanuel's Writings : https://emmanuelawosika.bio.link/

In this conversation, Sal is joined by Justin Gary to discuss the design and creation of Solforge Fusion, a hybrid deck game from the creators of Magic the Gathering. They delve into the gaming industry, the evolution of trading card games, and the impact of digital technology on game design. They also explore the concept of Web3 gaming and the unique mechanics of Solforge Fusion as it looks to straddle the physical and web 3 card game world and usher in the next phase of Web3 gaming. - - Time Stamps (0:00) - Justin's Career to Date (2:43) - The Evolution of Trading Card Games (13:09) - Solfate Ad (13:36) - How Solforge is Utilising Crypto Primitives (21:27) - Card Creation Mechanism (27:47) - Understanding Good Game Design (38:40) - Future State of Solforge (44:41) - Combining Physical Games With Web3 (46:36) - State of Crypto Gaming (56:24) - Closing Thoughts - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Episode Resources Follow Justin : https://Twitter.com/justin_gary Follow Solforge : https://Twitter.com/SolForgeGame

We are joined this week by Bread (@0xbreadguy) to discuss the rise of SocialFi and the apps which have taken the crypto space by storm, namely FriendTech and Fantasy Top. Bread is a Crypto Twitter personality who has been in the trenches of SocialFi since the very beginning, helping to popularize the 3,3 Friendtech meta and providing a trove of useful information for those looking to get started. We also talk about the future and relative positionings of Btc, Eth and Sol - before breaking news about the SEC's reversal on a potential Eth ETF approval and providing live reactions to this potentially seismic new shift in political tone - - Time Stamps (0:00) - Intro to FriendTech (4:21) - Bonding curve as the unique insight (7:27) - Do FT keys hold any real utility? (12:52) - Risk of doxxing users’ wallets (16:35) - FT starting a new 100% airdrop meta? (22:07) - FriendTech V2 and Clubs (27:17) - Intro to Fantasy.Top (35:01) - Reducing friction for content creators (37:43) - Solfate Ad (38:07) - L1 landscape and looking to the future (48:50) - NFT inscriptions on Eth (57:24) - Btc and progress vs ossification (1:08:27) - ETF approvals, politics and the rise of $BODEN - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Episode Resources Follow Bread : https://Twitter.com/0xbreadguy

Ray Jacobson, CTO at Audius, joins Unlayered to discuss the decentralized music marketplace and how Audius aims to bring fans and artists closer together. The platform allows for economically incentivized music experiences and leverages blockchain technology to create an open and transparent platform. Spotify’s business model simply doesn’t work for the long tail of artists, and so Audius aims to reduce the distance between artists and fans while allowing a far larger segment of the music industry to make money doing what they love. Audius is an ambitious project which has been in the crypto space for many years, and perhaps now is the time that this project can finally break into the mainstream. - - Time Stamps (0:00) - Ray’s journey into crypto (2:35) - Which problem is Audius solving? (10:05) - Future of AI generated music (13:11) - Fixing music royalties with smart contracts (22:11) - UX is king (24:25) - Obtaining music rights (27:56) - How web 3 improves creator revenues (36:08) - Have music NFTs been a failure? (44:54) - Solfate Podcast Ad (45:22) - Getting Audius streams onto other websites (47:40) - How Audius can compete with Spotify (50:40) - Nurturing Audius-native artists (55:59) - Favourite artists - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Episode Resources Follow Ray : https://Twitter.com/RaymondJacobson Audius Website : https://Audius.co - - Sponsor Resources Follow Solfate : https://Twitter.com/SolfatePod Solfate Podcast : https://solfate.com/podcast

The Bullpen is the start of a new regular series where we have informal discussions around the recent news and events from the cryptosphere, and give our take on what this might mean going forwards. This week, we delve into Solana's scaling issues, memecoin mania, Eth narratives bleeding over into Solana and the potential rise of apps (finally!) in crypto. Let us know on Twitter which topics you'd like us to discuss next time! - - Time Stamps (0:00) - Solana scaling issues (8:34) - Comparison to Monad (15:15) - Will MEV be the only material revenue stream for L1s? (19:41) - Eth narratives bleeding into Solana (21:03) - The Rise of the Apps? (29:32) - Telegram as Crypto’s distribution layer (32:30) - Will crypto gaming and metaverse skip this cycle? (38:10) - Which verticals to focus on during this downturn (41:23) - Memecoin thesis (49:54) - Ore Mining as a new meta? - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod

This week, Dave and Zen Llama talk to Marbius, head of product at Moonwalk Fitness to discuss the most hyped game on Solana at the moment, Moonwalk. The game leverages crypto payments to enforce accountability into users' exercise routines, by introducing global mini games where you pay to play, and have the opportunity to earn money should you succeed in the challenge (and others fail)! Its a simple yet brilliant concept which crypto payments help to unlock, and which could help further legitimize the space should it reach critical mass from a non crypto-native audience. - - Time Stamps (00:00) Introduction (02:26) The Origins of Moonwalk (05:12) Promoting Accountability with Personal Contracts (12:46) Using Steps as a Baseline Metric (14:49) Designing for Trust Between Participants (18:23) Last Man Standing? (23:40) Exploring Sponsorship Opportunities (28:00) Building Useful Crypto Apps (33:40) Building Without a Token at the Centre (38:06) Exploring Different Ways to Track Fitness Metrics (40:50) How to Get Involved (44:34) Financing the Project (45:14) Benefits of Blockchain Payments (46:30) Screen Time As a Metric (47:11) The Benefits of Outdoor Exercise (49:57) Tailouring Games For Different Demographics - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen Llama : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Episode Resources Follow Marbius : https://Twitter.com/MarbiusC Follow Moonwalk Fitness: https://Twitter.com/MoonwalkFitness

Following our earlier episode on MetaDAO, we are once again joined by Prophet, and first time guest to the show Nallok, to talk about the early days of MetaDAO and the start of a potentially transformative form of governance. Many agree this is one of the most exciting experiments happening in crypto today and so we get into how the early months have been, how the DAO has successfully fought off several adversarial proposals, and what Robin Hanson, the father of Futarchy, really thinks about the project. The discussion concludes with an interesting discussion around the differences between futarchy and prediction markets, and how futarchy could be used to elect presidents one day. - - Time Stamps (0:00) - MetaDAO update (2:13) - Concept of Futarchy-As-A-Service (FAAS) (4:28) - Fighting off adversarial proposals (7:15) - Metanallok’s involvement with MetaDAO (12:22) - MetaDAO’s UI troubles (13:52) - Liquidity problems for Meta token (18:00) - Working with the father of futarchy, Robin Hanson (20:13) - Which projects are looking to integrate FAAS? (22:19) - Fielding proposals to buy Meta token (24:06) - Working with Colosseum (27:13) - Why are there proposals to buy Meta from treasury rather than buying from market (28:52) - How MetaDAO shows inefficiencies of voting (31:48) - Is bribing possible with Futarchy? (33:54) - How do the fail markets work? (36:15) - Unforeseen challenges so far (39:04) - How granular can futarchic voting be? (41:36) - Need for a benevolent dictator? (44:38) - MetaDAO in next few years (49:15) - Futarchy vs prediction markets (55:29) - Where are MetaDAO finding PMF? - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod - - Episode Resources Follow Nallok : https://Twitter.com/MetaNallok Follow Prophet : https://Twitter.com/MetaProph3t Follow MetaDAO : https://Twitter.com/MetaDAOProject