
AggLayer Mainnet Launch Is Coming With Marc Boiron
The blockchain landscape is evolving beyond isolated chains and fragmented liquidity. Enter AggLayer - a framework reimagining how rollups and chains interact. But why does this matter? AggLayer isn't just another interoperability solution. It's a foundational layer that lets chains share network effects while maintaining their independence. Think of it as the invisible infrastructure that makes cross-chain activity feel native and seamless. At its core lies pessimistic proofing - a breakthrough that enables secure cross-chain transactions without heavy computational overhead. This means established networks like Polygon POS can integrate seamlessly, bringing their massive user base and liquidity into the broader ecosystem. The innovation doesn't stop there. With ZK proofs powering sub-5-second cross-chain transactions, AggLayer is setting new standards for speed and trust. Users might never interact with it directly, but they'll feel its impact through faster, cheaper experiences across chains. Polygon's role here is crucial. Their suite of solutions - from POS to ZK EVM - brings vital liquidity and tooling to AggLayer's foundation. Combined with open-source advances like Plonky3 driving ZK adoption, we're seeing the blueprint for truly unified blockchain ecosystems. Curious about the future of chain interoperability? Want to understand how projects like Polygon are architecting app-centric experiences? Join us as we explore AggLayer's pivotal role in shaping what's next. Join The Rollup Edge: https://members.therollup.co Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
6 Des 202442min

Nick White and Jon Charbonneau on The Rise of Celestia's Native Ecosystem
In today's episode, we explore the next evolution of the modular blockchain landscape with Nick White and Jon Charbonneu. Celestia's base layer now supports 21 chains and is pushing sovereign rollups as the next step. As a minimalist data availability focused L1, Celestia has had a big year with a lot yet to come. Our conversation explores the mechanics behind Celestia's blockchain design, from lazybridging to ZK accounts. We talk about the next evolution of the Celestia roadmap, focused on building a native ecosystem of interoperable rollups. The rise of altVMs, Celestia's recent upgrades, and light nodes were also touched on. Towards the end, we discuss TIA, the asset, and how it is used in the Celestia ecosystem as well as how Jon thinks about valuing it amongst other base layer assets. Join The Rollup Edge: https://members.therollup.co Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
5 Des 20241h 3min

Can Elastic Chain Solve Crypto's Biggest Problem? With Alex Gluchowski
For today's episode, we dive into Elastic Chain and the core principles of ZK technology. Imagine if interacting across blockchains was as simple as sending an email - no fragmented bridges, no multiple wallets. That's exactly what ZK Sync's Elastic Chain aims to deliver. At its core, Elastic Chain is built on a powerful premise: scalability, interoperability, and user experience can coexist seamlessly. Through its modular approach, builders can create custom chains with their preferred configurations - from sequencers to data availability models - while maintaining fluid interoperability across the ecosystem. The momentum is already building, with Abstract, TreasureDAO, and others developing consumer-focused chains within the Elastic Chain framework. The platform empowers builders with true sovereignty, letting them choose whether to opt into shared models while fostering healthy competition with other rollup clusters like Superchain and AggLayer. But key questions remain: Do we need another interoperability solution? How will Elastic Chain compete with existing standards? When can we expect it to launch? Join us as we unpack the Elastic Chain story and explore these critical questions. Join The Rollup Edge: https://members.therollup.co Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
3 Des 202441min

Ed Felten on Arbitrum DAO, Timeboost, and His Newest Research
For today's episode, the spotlight is on Arbitrumânot just the L2 youâve come to know, but a growing network exploring new dimensions of scaling, decentralization, and interoperability. From innovative concepts like BOLD for permissionless validation to Timeboostâs approach to tackling MEV and decentralized sequencing challenges, thereâs a lot to unpack here. So, Andy sat down with Ed Felten to discuss how Arbitrumâs community, powered by its DAO, has become a proving ground for human coordination at scale. If you add in the technical strides like fast withdrawals and research into decentralized sequencing, itâs clear theyâre addressing challenges that resonate across the onchain ecosystem in a true DAO-manner. Todayâs piece takes a deeper look at the latest tech research from Arbitrum DAO and Offchain Labs, balancing the technical details with the broader narrative of why this all matters. Letâs dive in. Join The Rollup Edge: https://members.therollup.co Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
2 Des 202428min

Max Resnick on Ethereum's Roadmap, Economics, and Alignment Taxes
For today's episode, weâre diving into one of the most controversial conversations around Ethereumâs futureâthe decisions required to create a truly thriving onchain ecosystem. Joined by Max Resnick, we raised key questions about the future of rollups, appchains, and Ethereumâs economic structure. Are rollups helping Ethereum grow, or are they parasitic? Should apps like Uniswap stay on Ethereum L1, or is launching their own chain inevitable? How do we address the growing cost of security while keeping Ethereum accessible and composable for all? Max answered each quite thoroughly. A central theme was the idea of "alignment taxes"âa proposal to share Ethereumâs security costs across apps and rollups proportionally to the value they derive. This concept challenges how we think about onchain value and whether Ethereum can continue relying solely on staking rewards funded by ETH issuance. Could this idea lead to a more sustainable and equitable ecosystem? Or does it risk driving activity to other chains with lower costs? Another major focus was the tension between composability and scalability. Rollups have unlocked incredible potential, but they also create fragmentation. Asynchronous composability and interoperability are improving, but are they enough to match the seamless experience of keeping everything on one chain? Meanwhile, usecase-specific chains like Uniswapâs new chain raise questions about whether Ethereum is providing the tools apps needâor if apps are branching out to secure their own interests as L2s? Finally, we dove into rollup economics and sequencing. Single-sequencer models have been criticized for being extractive and centralizing market power. The discussion explored how ideas like multiple proposers, deterministic ordering, and app-specific sequencing could create fairer systems for users and applications alike. This is a must-watch conversation. Join The Rollup Edge: https://members.therollup.co Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
30 Nov 202455min

The Biggest Shift In Crypto Investing Since ICOs with Anil Lulla & Fabrizio Giabardo
For today's episode, a thanksgiving day special, we are breaking down an evolving model in the crypto space that looks beyond traditional VC funding. Legion, a platform built from the ground up to address issues with token launches, is reshaping how communities and projects interact with each other. We are teaming up with Legion to bring early stage opportunities to our community of amazing listeners and readers. In this conversation with Anil Lulla, CEO of Delphi Digital and Fabrizio Giobardo, co-founder of Legion, we explore why Legion is poised to explode in traction as market participants and power users are more eager than ever for an era of fair token distribution. ICOs are back (kinda). The need for change is clear: traditional launches with high fully diluted valuations (FDVs) and low circulating supply have left many retail participants with little access and less opportunity than before. This broken model often leads to initial surges in value but rarely fosters long-term, engaged communities that sustain projects. Legion, however, has a different vision. By focusing on distribution to contributors with a range of assetsâwhether it's social capital, technical skill, or financial backingâthe platform is giving projects tools to create robust, community-driven ecosystems from day one. The best part? They are just starting now with an influx of new teams coming to the platform. Looking forward, Legion has ambitious plans... By adding reputation-driven incentives and achievements, Legion aims to continue rewarding meaningful participation, allowing contributors to build influence over time. With a clear focus on sustainable growth and quality community-building, Legion is setting the stage for a new standard in crypto token launchesâone thatâs based on value and resilience. Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
28 Nov 202454min

Tarun Chitra and Jon Charbonneau on Solana vs. Ethereum Valuation Outlook
For today's episode, we were joined by Tarun & Jon to take a closer look at one of the most compelling debates in crypto: The valuation, 'moneyness', collateral asset viability, and onchain usage of ETH vs. SOL. Is there a real chance that Solana could flip Ethereum in the next several years? Ethereum, with its ETF advantage and rollup-centric focus, is standing strong but may face hurdles in maintaining its lead. Solana, on the other hand, is rapidly onboarding builders and capturing liquidity, though challenges like token inflation and VC token distribution are posing strong headwinds. Weâll also touch on the bigger picture: how collateral utility, tokenomics, and market behavior influence the monetary premium of these assets. This episode was particularly interesting because of the dynamic of Tarun from his math background and Jon with his research and venture background. Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
27 Nov 202434min

Infinex's Vampire Attack on CEXs with Kain Warwick and Jed Watson
Today, we're exploring a project that has its sights set on making onchain DeFi just as approachable as traditional exchanges and brokerages. Infinex, led by Kain and Jed, brings a fresh take to the DeFi landscape by prioritizing user experience and easing the transition for those who are familiar with centralized platforms like Binance but hesitant to fully dive into DeFi due to the UX complexities. For context, Kain Warwick is an early DeFi adopter from his time with Synthetix, and Jed brings a deep technical background to Infinex as CTO. Together, theyâre focused on simplifying the complexities of onchain interactionsâthings like bridging, multi-chain transactions, and wallet compatibilityâby wrapping these in an easy to use website. What's interesting here, is we believe Infinex is a really clear app idea which can illustrate the true power of chain abstracted onboarding and onchain experiences. Infinexâs unique signup process, using face ID and passkeys is vital to the success of the app by non-onchain natives. With $65 million raised and a growing base of 40,000 patrons, Infinex is trying to pioneer an era of great onchain UX. Enjoy today's talk. Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd.. Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbie_rollup Follow Andy on X: https://www.x.com/ayyyeandy Join our TG group: https://t.me/+8ARkR_YZixE5YjBh The Rollup Disclosures: https://therollup.co/the-rollup-discl đđđŚđđđđđ đđĽ: đđŻđˇđŚđ´đľđŞđŻđ¨ đŞđŻ đ¤đłđşđąđľđ°đ¤đśđłđłđŚđŻđ¤đş đ˘đŻđĽ đđŚđđŞ đąđđ˘đľđ§đ°đłđŽđ´ đ¤đ°đŽđŚđ´ đ¸đŞđľđŠ đŞđŻđŠđŚđłđŚđŻđľ đłđŞđ´đŹđ´ đŞđŻđ¤đđśđĽđŞđŻđ¨ đľđŚđ¤đŠđŻđŞđ¤đ˘đ đłđŞđ´đŹ, đŠđśđŽđ˘đŻ đŚđłđłđ°đł, đąđđ˘đľđ§đ°đłđŽ đ§đ˘đŞđđśđłđŚ đ˘đŻđĽ đŽđ°đłđŚ. đđľ đ¤đŚđłđľđ˘đŞđŻ đąđ°đŞđŻđľđ´ đľđŠđłđ°đśđ¨đŠđ°đśđľ đľđŠđŞđ´ đ¤đŠđ˘đŻđŻđŚđ, đ¸đŚ đŽđ˘đş đŚđ˘đłđŻ đ˘ đ¤đ°đŽđŽđŞđ´đ´đŞđ°đŻ đ°đł đ§đŚđŚ đ˘đ´ đ˘ đ´đąđ°đŻđ´đ°đłđ´đŠđŞđą, đŞđ§ đľđŠđŞđ´ đŞđ´ đľđŠđŚ đ¤đ˘đ´đŚ đ¸đŚ đ¸đŞđđ đ˘đđ¸đ˘đşđ´ đŽđ˘đŹđŚ đ´đśđłđŚ đŞđľ đŞđ´ đ¤đđŚđ˘đł. đđŚ đ˘đłđŚ đ´đľđłđŞđ¤đľđđş đ˘đŻ đŚđĽđśđ¤đ˘đľđŞđ°đŻđ˘đ đ¤đ°đŻđľđŚđŻđľ đąđđ˘đľđ§đ°đłđŽ, đŻđ°đľđŠđŞđŻđ¨ đ¸đŚ đ°đ§đ§đŚđł đŞđ´ đ§đŞđŻđ˘đŻđ¤đŞđ˘đ đ˘đĽđˇđŞđ¤đŚ. đđŚ đ˘đłđŚ đŻđ°đľ đąđłđ°đ§đŚđ´đ´đŞđ°đŻđ˘đđ´ đ°đł đđŞđ¤đŚđŻđ´đŚđĽ đ˘đĽđˇđŞđ´đ°đłđ´.
26 Nov 20241h 4min






















