Modular March EP 15: Where Espresso Fits In The Modular Thesis
The Rollup1 Apr 2024

Modular March EP 15: Where Espresso Fits In The Modular Thesis

We really enjoyed this presentation.


While we’ve had multiple shared sequencers talks on Modular March, each one has been far different. Today’s deep dive is around the game theory and incentive designs behind creating a rollup ecosystem which feels completely seamless and interoperable.


At its core, Espresso leverages a two part system to enforce how transactions are ordered and finalized across rollups via its sequencer. This system mirrors Ethereum's, but with a twist, aiming to streamline interactions between different rollups and thereby improve user experience significantly.


We discussed the based sequencing approach, their auction & lottery mechanism, and where Espresso fits in the broader modular thesis.


While we are bullish on Espresso (and Ellie is amazing), we didn’t let their vision go untouched so to speak. There were areas where we pushed back around the incentive designs and whether or not this would actually work in practice. We also tried to understand why potentially making things more complex is really the solution for scaling the modular L2 landscape. Also, if Espresso is another chain with trust assumptions, what tradeoffs does that bring for rollup operators?


Finally the big question…Will rollup operators really want to use Espresso if it could cause a big revenue reduction? Ellie flipped that narrative on its head, ever so graciously. She helped us understand how Espresso works under the hood and answered our questions.


We were impressed and left feeling extremely optimistic on shared sequencing.


Happy April Fools Day (no jokes here, yet!) & let’s have a great week!

Episoder(628)

Shashank Yadav on Why AI Agents Will Replace Hedge Funds

Shashank Yadav on Why AI Agents Will Replace Hedge Funds

Shashank Yadav joins this episode of AI Supercycle to discuss how AI trading agents are coming for hedge funds, how Fraction AI is building that infrastructure, and more. Shashank Yadav is Co-Founder ...

1 Mai 26min

How Visa Is Dominating The Digital Asset Card Market | Joshua Moss

How Visa Is Dominating The Digital Asset Card Market | Joshua Moss

Joshua Moss joins this episode of Stabled Up to cover how Visa is running a multi-billion dollar stablecoin settlement business, and the $6T B2B opportunity that is just opening up.Joshua leads stable...

30 Apr 45min

Adrian Fritz: Trillions Are Coming — Here's Where They Land

Adrian Fritz: Trillions Are Coming — Here's Where They Land

Adrian W. J. Fritz says the next one will be led by tokens that look like businesses. He joins The Rollup to break down ETF flows, the AI trade, and what institutions actually want from digital assets...

29 Apr 35min

Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)

Cathie Wood: The Next Bull Market Is Here (…What It Will Look Like)

Cathie Wood joins The Rollup to break down her innovation platforms thesis, the story behind her firm, ARK Invest and its foray into digital assets. She also unpacks her belief in the tokenization the...

27 Apr 50min

Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet

Alfonso Gómez-Jordana on Why Every AI Agent Will Need a Wallet

Alfonso Gómez-Jordana joins AI Supercycle to break down scope cards, verifiable intents, and why Mastercard and Amex are now partnering with crypto-native infrastructure to power agent payments.Alfons...

25 Apr 27min

Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)

Mike Dudas: The State of Digital Asset Investing in 2026 (What’s Changed)

Mike Dudas joins us in the Tokenization Tower to unpack the state of crypto VC, where flows are going, the stablecoin war, why pumpfun and Hyperliquid are misunderstood, how to think about Circle vs. ...

23 Apr 45min

Sky Co-founder: The Next Era of Onchain Finance Is Coming

Sky Co-founder: The Next Era of Onchain Finance Is Coming

For this weeks Stabled Up episode, Sky co-founder Rune Christensen breaks down recent DeFi exploits, Sky's risk model, the future of yieldcoins, onchain lending, and why the next era of DeFi scale wil...

21 Apr 44min

Rob Hadick: Where Does DeFi Go From Here? (…And Why)

Rob Hadick: Where Does DeFi Go From Here? (…And Why)

Rob Hadick joins us in the Tokenization Tower to cover the $292M exploit this weekend unpacking how it happened, what this means for the future of low-risk DeFi, why DeFi founders are still treating f...

20 Apr 45min

Populært innen Teknologi

lydartikler-fra-aftenposten
romkapsel
teknisk-sett
tomprat-med-gunnar-tjomlid
energi-og-klima
rss-impressions-2
shifter
nasjonal-sikkerhetsmyndighet-nsm
elektropodden
fornybaren
rss-heis
smart-forklart
rss-ai-forklart
hans-petter-og-co
rss-bouvet-bobler
teknologi-og-mennesker
pedagogisk-intelligens
rss-alt-vi-kan
rss-grenser-for-ki
kortslutning