Best Svm Podcasts (2024)

1
Navigating DeFi's Evolving Yield Landscape with Pendle | TN, Co-founder 50:18

1d ago50:18

50:18

In this interview, TN, the Co-founder and CEO of Pendle, discusses the protocol's journey from inception to its current state. He explains how Pendle enables users to tokenize and trade yield, focusing on the use cases of obtaining fixed rates and speculating on yield. TN shares insights on the protocol's growth, partnerships, and the impact of var…

1
Uniswap's Dilemma: Prioritizing Equity Holders or Token Holders? | Analyst Round Table 1:26:42

2d ago1:26:42

1:26:42

In this episode Dan, Ren, and Boccaccio dive deep into this week's biggest news. They discuss the launch of spot Bitcoin and Ethereum ETFs in Hong Kong, the upcoming tradability of the Parcel token, and the partnership between Aptos and Ionet. The team also discusses Monad's $225 million raise, Sui's gaming device, and the SEC's Wells notice to Uni…

1
How AI and Crypto Intersect on Ritual's Sovereign Execution Layer | Saneel, Founding Member 1:01:16

7d ago1:01:16

1:01:16

In this interview, Saneel Sreeni, the founding member of Ritual, dives deep into the intersection of AI and crypto. He explains the concept of AI co-processors and how Ritual aims to be a sovereign execution layer for AI, enabling applications to access AI models in a decentralized manner through stateful precompiles. Saneel unveils the benefits of…

1
The MakerDAO-Aave Debacle: Risks and Rewards of Collateralizing DAI | Analyst Round Table 58:41

8d ago58:41

58:41

In this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent d…

1
Unlocking Bitcoin's Economy with L2s | Orkun, Citrea Co-founder 54:46

13d ago54:46

54:46

In today's interview, Orkun, the Co-founder of Citrea, dives deep into the world of Bitcoin L2s and Citrea. He explains the differences between L2s, sidechains, and sovereign rollups, and discusses the trust assumptions and bridging mechanisms in the Bitcoin ecosystem. Orkun also shares insights on the design tradeoffs in the Bitcoin L2 space, the …

1
MEV Wars: The Rise of Vertically Integrated Relays | Analyst Round Table 58:10

19d ago58:10

58:10

In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token ai…

1
Elixir's Trustless & Permissionless Liquidity Vision for Order Book Exchanges | Philip, Founder 1:02:29

21d ago1:02:29

1:02:29

In today's interview, Philip, the founder of Elixir, discusses how his project aims to democratize access to liquidity provisioning on order book exchanges. He explains Elixir's unique architecture as a modular DPOS blockchain that uses a market making algorithm to allow anyone to supply liquidity to order books in a trustless fashion. Philip dives…

1
How do Protocols Retain Users After Airdrops? | Analyst Round Table 1:08:22

22d ago1:08:22

1:08:22

In this week's analyst round table, we dive into the latest market happenings, including Polygon's recent downtime due to L1 reorgs, the increasing trend of protocols offering larger second-round airdrops to retain users, and the potential staying power of meme coins. The discussion also covers the current state of private market valuations, the ch…

1
Ethereum’s Staking Endgame 2:23:47

27d ago2:23:47

2:23:47

Hasu and Jon bring on Ansgar and Caspar from the Ethereum Foundation to discuss the ETH staking endgame. Ansgar and Caspar recently published two controversial research posts which included a proposal to change Ethereum’s issuance curve. They are concerned that the current ETH staking economics could lead to nearly 100% of ETH being staked, with mu…

1
The Memecoin Dilemma: Fueling Adoption or Derailing Progress? | Analyst Round Table 53:11

29d ago53:11

53:11

In this week's analyst round table, the team discusses the latest news and governance updates in the crypto space, including Zerion Wallet launching an L2, Starbucks shuttering their NFT Odyssey platform, and Polyhedra closing a $20 million fund. They also dive into the dYdX segment with Skip Protocol, the launch of Swell's restaked rollup, and the…

1
Inside PancakeSwap's Multi-chain Expansion Strategy | Mochi, Head Chef at PancakeSwap 58:47

1M ago58:47

58:47

In today's interview we are joined by Head Chef of Pancakeswap, Mochi to dive deep into the upcoming PancakeSwap V4 upgrade. They discuss V4's modular three-layer architecture, which includes the accounting layer, AMM layer, and custom layer, enabling developers to create highly customizable liquidity pools and execute complex trading strategies th…

1
Inside MakerDAO's DSR Hike: Balancing Demand and Revenue in a Bull Market | Analyst Round Table 1:04:08

1M ago1:04:08

1:04:08

In this week's analyst round table the crew dives into the latest market happenings, discussing Eclipse's $50 million raise, MakerDAO's adjustment of the DSR to 15%, Michael Saylor's massive 12,000 BTC purchase, and the odds of an ETH ETF approval. The group then explores the implications of Jito Labs suspending their alternate mempool offering and…

1
Debating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and Hasu 1:05:53

1M ago1:05:53

1:05:53

In today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker…

1
The Future of dYdX & Decentralized Trading | Antonio Juliano, Founder 47:13

1M ago47:13

47:13

In today's interview Sam and Ren are joined by Antonio Juliano, the founder of dYdX. They kick-off by discussing the migration from V3 to V4, the platform's focus on permissionless market listings, and the importance of isolated margin. He shares insights on the competitive landscape of decentralized derivatives exchanges, the challenges and soluti…

1
Coinbase's L2 Edge: Can Robinhood & Arbitrium Catch Up? | Analyst Round Table 1:12:56

1M ago1:12:56

1:12:56

In this week's analyst round table the crew discusses the latest news and trends in the crypto space. They kick things off by analyzing Eigen Layer's impressive growth to $10 billion in TVL and debating how high that number could go. The conversation then turns to hot topics like Arbitrum's proposed $400 million gaming fund, Coinbase's dominance an…

1
Avail: Unifying and Scaling Modular Execution Layers | Prabal Banerjee, Avail CEO 1:03:53

2M ago1:03:53

1:03:53

In this week's interview Sam and Ren are joined by Prabal Banerjee, CEO and Co-founder of Avail, to discuss Avail's robust base layer designed to meet the needs of next generation, trust minimized applications and sovereign rollups. They kick off by unpacking what Avail is and how it enables validity proofs and erasure coding instead of fraud proof…

1
Why AI, Ordinals, and Blast are Heating Up | Analyst Round Table 1:08:28

2M ago1:08:28

1:08:28

In today's analyst round table the analyst cry unpacks the latest crypto market news including Eigenlayer's massive $100m raise, growing ordinal NFT volumes, and Uniswap's protocol fee switch proposal. They then covered the surging hype and volumes around ordinal NFTs on Bitcoin, the Uniswap fee switch proposal, and the success of Blast's growth ta…

1
Everything You Need To Know About Sui | Evan and Adeniyi, Co-founders at Mysten Labs 57:52

2M ago57:52

57:52

In this week's interview Sam and Ren are joined by Mysten Labs co-founders Evan Cheng and Adeniyi Abiodun to dive into what makes Sui the Asset-centric blockchain. Sui delivers the benefits of Web3 with the ease of Web2, offering an asset-centric approach, offline transactions, and unparalleled performance. They dig into Sui's integration of Move p…

1
Coinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round Table 1:09:58

2M ago1:09:58

1:09:58

In today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule…

1
Why One Chain Can't Rule Them All: Polygon's Aggregation Layer for Scalable Blockchains | Brendan Farmer 52:48

2M ago52:48

52:48

In this week's interview Sam and Ren are joined by Brendan Farmer, the Co-Founder of Polygon. Brendan unpacks why no single blockchain can scale like the internet due to heterogeneous requirements across chains. He then introduces Polygon's solution - an Aggregation Layer that enables low-latency, trustless interoperability between ZK rollups to sc…

1
Why the Next Ethereum Upgrade Will Ignite Layer 2 Ecosystems | Analyst Round Table 51:22

2M ago51:22

51:22

In today's analyst roundtable Sam, Ren, Matt, and Pibblez dive into a range of topics including Arbitrum's incentives program, issues with Solana's fee markets, Bitcoin L2 solutions, potential for Ethereum ETFs that enable staking, and the the upcoming Shanghai upgrade bringing several EIPs. The conversation opens by analyzing Arbitrum's incentives…

1
Will Farcaster Retain Crypto Natives and Reach Mainstream Adoption? | Analyst Round Table 1:00:06

2M ago1:00:06

1:00:06

In today's analyst roundtable Sam, Ren, Westie, and Brick dive into the biggest news this week including the rise of farcaster, Jupiter's historic airdrop and much more. They unpack Solana mobile's 60k unit sales milestone and whether growing LST protocols are sustainable. Other topics covered include Apecoin DAO's vote on which L2 to launch on, Cl…

1
Analyzing Rollups-as-a-Service Business Models, Economics, and Adoption | Analyst Round Table 1:23:27

3M ago1:23:27

1:23:27

In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, a…

1
How Aevo is Crafting a Full-Stack EVM L2 Derivatives Exchange | Julian Koh 1:03:34

3M ago1:03:34

1:03:34

In today's interview we are joined by Julian, the co-founder of Aevo, formally known as Ribbon Finance. Today's conversation details the evolution of Ribbon into AEVO, an L2 derivatives exchange built using Optimism's OP stack for faster and cheaper trading. We learn about AEVO’s origins providing structured products to DeFi users and the decision …

1
Dissecting Noble's Revenue Share Prop, L2 Price Wars, and Fee Switch Economics | Analyst Round Table 1:21:27

3M ago1:21:27

1:21:27

In this week's analyst table we are joined by Ren and Brick of the Blockworks research team to dive into the latest crypto news and governance updates. We analyze Noble's proposal to onboard as a Cosmos Hub consumer chain and share revenue back to the Hub. Spurred by Arbitrum's launch of Orbit, we also debate the long-term sustainability of layer 2…

1
Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table 58:25

3M ago58:25

58:25

In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. The hot seat focuses on…

1
Liquid Restaking Tokens: Crypto's Next Timebomb? | Analyst Round Table 1:10:23

3M ago1:10:23

1:10:23

In this week's analyst table Dan and Sam are joined Ren and Pibblez of the Blockworks Research team to dive into the risks of liquid restaking tokens and the looming ETF approval. They debate whether these LRTs are ticking time bombs and if stakers understand the slashable exposure they're taking on. The crew also explores the viability of Celestia…

1
How MakerDAO is Becoming Crypto's Top Revenue-Generating Machine | Analyst Round Table 1:08:08

4M ago1:08:08

1:08:08

In this week's analyst round table, Dan is joined by Matt, Ren, and Brick of the Blockworks Research team to dive into the latest developments in DeFi and Crypto. They start of by discussing Avalanche Foundation's controversial support for memecoins, Dymension's airdrop and unique tokenomics, and Celestia's continued adoption. They also unpack Make…

1
2024: Ethereum Back in the Narrative? | Analyst Round Table 57:11

4M ago57:11

57:11

In this week's analyst table Dan is joined by Matt, Westie, and Effort Capital of the Blockworks Research team to dive into the 2024 outlook for Ethereum, Solana, and Bitcoin. They debate whether 2024 holds better adoption of Ethereum L2s, continued growth of optimizations like data availability, evolution of fees market adjustments, and whether So…

1
Argus: The World Engine for Scalable Onchain Games | Scott Sunarto 1:05:33

4M ago1:05:33

1:05:33

In this week's interview Dan and Sam are joined by Scott Sunarto, founder and CEO of Argus Labs, to discuss the infrastructure they're building to make blockchain games more accessible. He talks about overcoming previous limitations with fully on-chain games, designing sharding architectures inspired by MMOs, building developer tools tailored for g…

1
Is Solana Starting DeFi Summer 2.0? | Analyst Round Table 56:22

4M ago56:22

56:22

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into the latest governance and onchain news. They dive into Rollbit's proposal to switch to a revenue share model for its token holders. They also discuss Lyra V2's imminent launch, Orca and CowSwap's new fee structures, Synthetix's move away f…

1
Jito: Airdropping the Solana Wealth Effect | Lucas Bruder 52:57

4M ago52:57

52:57

In this week's interview Dan and Sam are joined by Lucas Bruder, co-founder and CEO of Jito Labs. Lucas dives into the intricacies of Solana including the validator client, Solana LST providers, and the upcoming launch of Jito's Stakenet. He discusses the function of streaming transactions and how networks use algorithms and waivers to arbitrate th…

1
SVM vs EVM 1:01:02

5M ago1:01:02

1:01:02

Hasu and Jon catchup on what’s new in the EVM (Ethereum Virtual Machine) and SVM (Solana Virtual Machine) worlds. For the EVM, Ethereum has pushed vertical scaling efforts to other chains. This includes Monad, who is building a new EVM L1 with fundamental optimizations to improve scalability. For the SVM, the Solana ecosystem continues to gain mome…

1
Alluvial: The Enterprise-Grade Liquid Staking Standard | Mara Schmiedt 57:00

5M ago57:00

57:00

In this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level ag…

1
How to Evaluate TIA & Data Availability Services | Analyst Round Table 1:00:37

5M ago1:00:37

1:00:37

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Matt and Pibblez to dive into the latest crypto market trends. They analyze the strong performance of NFTs Pudgy Penguins and Mad Lads, Bitcoin, and onchain perps platforms. The group also debates the valuation of Celestia, the profitability of data availability lay…

1
BLAST L2: The NFT Perps and Native Yield Super Chain? | Analyst Round Table | Analyst Round Table 1:05:19

5M ago1:05:19

1:05:19

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Pibblez breakdown the hype around new L2 BLAST and its controversial pre-launch deposit contract and MakerDAO's record revenue. The team then moves on to crypto gaming viability with games like illuvium, and recent governance updates such as reduced inflatio…

1
Token Holders vs App Users: Who Matters Most? | Analyst Round Table 1:12:51

5M ago1:12:51

1:12:51

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into this week's biggest news. Dan covers Avalanche's recent surge in transactions stemming from ASC20 minting spam. Key governance updates include MakerDAO's current peg stability module and Aave and Curve's USD integration. Discussion then mo…

1
The Solana Rally: What Everyone Overlooked | Analyst Round Table 1:09:04

5M ago1:09:04

1:09:04

In this week's analyst table Dan and Sam are joined by Blockworks research analyst Matt Fiebach and Lightspeed podcast co-host Garret Harper. Today's conversation is a Solana debate diving into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades an…

1
What's Wrong With DAOs, Coinbase Earnings, and Arbitrum Staking Prop | Analyst Round Table 50:23

6M ago50:23

50:23

By Blockworks

1
EigenLayer: The Endgame Coordination Layer | Sreeram Kannan and Soubhik Deb 1:01:50

6M ago1:01:50

1:01:50

In this week's interview, EigenLayer CEO and Founder Sreeram Kannan and Principal Researcher Soubhik join us to unpack how EigenLayer aims to become the coordination infrastructure of Web3. They discuss the vision for EigenLayer as a platform that allows developers to build and integrate specialized protocols through a shared security model backed …

1
LidoDAO and LayerZero wstETH Saga and dYdX Mainnet Launch | Analyst Round Table 1:08:20

6M ago1:08:20

1:08:20

This week's analyst table has Blockworks Research Analysts Dan, Sam, Ren, and Brick diving into Pepe's recent 6.9 trillion token burn and Thorchain's RUNE token burning through its new lending protocol. They also cover governance proposals for Arbitrum staking rewards and Curve DAO's potential distribution of protocol revenue in CRV USD. They also …

1
How Akash Network is Democratizing Access to Cloud GPUs | Greg Osuri 1:00:24

6M ago1:00:24

1:00:24

This week Dan and Sam are interviewing Akash Network CEO and Founder Greg Osuri to dive into how Akash is building an open, decentralized marketplace for cloud compute resources to serve web3 developers. They discuss the high utilization and demand on Akash, innovations like training AI models on the blockchain, and why the future of cloud computin…

1
ETF Market Rally, Celestia Airdrop Woes, and Polygon's POL Migration | Analyst Round Table 1:09:08

6M ago1:09:08

1:09:08

In this week's analyst table, Dan and Sam are joined by Blockworks Research Analysts Ren and Pibblez to discuss Bitcoin's recent dominance and price gains, upcoming Polkadot token unlocks, Scroll's mainnet launch, and Circle's Gas Station product launch. They also cover governance changes like Atom's inflation rate proposal, Polygon's migration to …

1
How Wallets Are MEV Sleeping Giants | Matt Cutler - Blocknative 50:51

6M ago50:51

50:51

In this week's bonus interview, we are joined by Blocknative CEO and Co-founder Matt Cutler to dive into the world of MEV and order flow on Ethereum. They explore how the proof-of-stake transition has impacted block building, the economics and incentives faced by builders and relays, and the prevalence of private order flow. Matt shares his thought…

1
Inside Frax Finance: Designing the End Game Stablecoin | Sam Kazemian 1:05:26

6M ago1:05:26

1:05:26

In this week's interview Frax Finance Founder Sam Kazemian joins us to dissect Frax and how he sees Frax becoming the future of onchain money. They dive into the shift to being fully collateralized, Frax's singular real world asset strategy of accessing Fed rates, and new products like sFRAX yielding near the IORB and FXB for creating an on-chain y…

1
Unpacking Arbitrum STIPs Winners and Uniswap KYC Uproar | Analyst Round Table 1:04:12

6M ago1:04:12

1:04:12

In this week's analyst table, Dan and Sam are joined by Blockworks research analysts Matt and Brick to discuss the fake Bitcoin ETF news that briefly pumped BTC price 7% before plunging back down. They also analyze Lido's proposal to sunset Staked Sol, the Arbitrum incentive program results, and debate whether real world assets coming on-chain will…

1
How Bitwise is Unlocking Ethereum Futures ETFs | Matt Hougan and Ryan Rasmussen 58:08

6M ago58:08

58:08

In this week's interview Dan and Sam are joined by Bitwise CIO Matt Hougan and research analyst Ryan Rasmussen to discuss the exciting launch of a 2 Ethereum futures ETFs. They also discuss the prospects for Bitcoin and Ethereum spot ETF approval, Coinbase's low valuation and promising outlook, and promising use-cases for real-world adoption. - - F…

1
Will Cosmos Hub Enshrine Stride and Save ATOM? | Analyst Round Table 1:11:57

6M ago1:11:57

1:11:57

In this week's analyst round table Dan and Sam are joined by analysts EffortCapital and Ren. To kick-off the team discusses Cosmos events, including Cosmoverse takeaways and potential mergers between Stride and the Cosmos Hub and potential AXL token inflation adjustments. They also dissect alleged illicit transactions moved through Thorswap and its…

1
Monad: Unleashing Parallel Execution on the EVM 56:01

7M ago56:01

56:01

In this week's interview Dan and Sam are joined by James Huntsaker, co-founder of Monad, a rising L1 project focused on optimizing and scaling the Ethereum Virtual Machine (EVM). The conversation delves deep into Monad's technical architecture, its challenges, and how it differentiates itself in an increasingly competitive L2 and L1 landscape. Find…

1
Analyst Table: Is Token Issuance a Cost? 1:01:57

7M ago1:01:57

1:01:57

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and Westie. In this week's news round-up the analysts cover Uniswap foundation's funding request of $62m, Arbitrum grants program "STIPs", and dYdX $20m incentives on V4. The team also covers this week's top mover MakerDAO and biggest loser $OX. To fin…

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