Debate: Should Stablecoin Chains Have an Ethereum L2 or Their Own L1? - Ep. 907
Unchained19 Syys 2025

Debate: Should Stablecoin Chains Have an Ethereum L2 or Their Own L1? - Ep. 907

In this episode, Cyber Capital’s Justin Bons and Codex’s Haonan Li challenge the new orthodoxy: whether payments chains should be alt L1s or Ethereum L2s, how “neutrality” and finality matter for real-world transactions, and why fragmentation could make or break onchain dollars. We dig into Stripe’s Tempo (and its permissioned start), what it would take for L2s to reach true decentralization, and whether stablechains undercut general-purpose chains. Plus: the trade-offs of sequencers, paying gas in dollars, and whether protocol-native stables are the future. Thank you to our sponsors! Binance Token2049 – Get 15% off with code UNCHAINED Guests: Justin Bons, Founder and CIO of Cyber Capital Haonan Li, Co-founder and CEO of Codex Timestamps: 🎬 0:00 Intro 💭 1:45 Laying out the first arguments 🛠️ 12:57 What needs to happen for L2s to finally become stage 2 rollups 💵 15:40 Why Haonan chose to launch a stablecoin-focused L2 on Ethereum 🏦 30:17 Does Stripe’s Tempo L1 spell trouble for Ethereum L2s? ⚖️ 38:55 Whether Tempo can position itself as a neutral blockchain 🔗 50:02 Are L2s capable of true decentralization? ⏱️ 53:58 How important finality is for stablecoin businesses 🧩 57:08 Why fragmentation could make or break stablecoins 🔮 1:02:31 What the future of rollups should look like ⚔️ 1:05:58 The case for and against general-purpose chains 📉 1:13:12 Whether protocol-native stablecoins will keep gaining traction Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(1133)

Bitcoin DeFi Has Been Elusive. Can Mysten Labs Bring $1.4 Trillion Onchain?

Bitcoin DeFi Has Been Elusive. Can Mysten Labs Bring $1.4 Trillion Onchain?

Adeniyi Abiodun, co-founder and CPO of Mysten Labs,  walks through how Hashi works and how it differs from the competition. Can it succeed where others have failed? Nexo is the premier digital wealth...

20 Maalis 30min

Uneasy Money: Should DeFi Frontends Block High Slippage Swaps?

Uneasy Money: Should DeFi Frontends Block High Slippage Swaps?

The crew unpacks the significance of the Trade[XYZ] S&P 500 license, why Vanity Fair's recent crypto piece is so controversial and whether the EF is returning to “communism.” Thank you to our sponsor...

20 Maalis 1h 15min

DEX in the City: Why the Binance Case Against the WSJ ‘Is Probably Not a Winner’

DEX in the City: Why the Binance Case Against the WSJ ‘Is Probably Not a Winner’

The crew unpacks the Binance case against the Wall Street Journal. Is the lawsuit just for optics? Plus, why crypto can't turn a blind eye to one Aave user's $50 million loss. Nexo is the premier dig...

19 Maalis 52min

The Top Things Investors Need to Know Before Buying Crypto Tokens

The Top Things Investors Need to Know Before Buying Crypto Tokens

Across Protocol wants to retire its token in exchange for equity. Is the DAO model structurally broken? Thank you to our sponsor! Adaptive Security With Across Protocol proposing to retire i...

19 Maalis 1h 8min

The Chopping Block: The Ethereum Foundation Manifesto + Who Really Runs Crypto?

The Chopping Block: The Ethereum Foundation Manifesto + Who Really Runs Crypto?

Crypto insiders debate the Ethereum Foundation’s new “CROPS” mandate: is the EF losing touch with builders, why does Solana keep pulling startups away, and what will it actually take for Ethereum to s...

19 Maalis 1h 11min

Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold

Bits + Bips: Bitcoin Hits $75K as It Starts Catching Up to Gold

Ram is bearish on equities, oil is keeping the Fed frozen, and Bitcoin is holding up anyway. The hosts debate whether crypto has bottomed or whether worse is still ahead. --- Thanks to our sponsor, ...

18 Maalis 1h 2min

Bits + Bips: Bitcoin Finally Acted Like a Hedge. Will It Last?

Bits + Bips: Bitcoin Finally Acted Like a Hedge. Will It Last?

For the first time in a geopolitical crisis, bitcoin held its ground while safe havens faltered. But can it keep holding if the VIX moves from yellow to red? --- Bits + Bips is spreading its wings ...

16 Maalis 48min

Is the DeFi Mullet Strategy the Best Way to Bring Finance Onchain?

Is the DeFi Mullet Strategy the Best Way to Bring Finance Onchain?

Sid Powell and Paul Frambot on why Apollo, Cantor, and Coinbase are quietly building their financial products on DeFi rails, and what it means for lending.  Nexo is the premier digital wealth platfor...

13 Maalis 1h 13min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
ootsa-kuullut-tasta-2
politiikan-puskaradio
rss-ootsa-kuullut-tasta
tervo-halme
viisupodi
rss-vaalirankkurit-podcast
rss-podme-livebox
rss-pinnalla
rss-girls-finish-f1rst
aihe
the-ulkopolitist
otetaan-yhdet
rss-asiastudio
rss-ulkopoditiikkaa
et-sa-noin-voi-sanoo-esittaa
rss-kaikki-uusiksi
rss-raha-talous-ja-politiikka
rss-vain-talouselamaa