Gm! Unfortunately no roundup this week as Yano & Santi are travelling. Instead we're bringing you this episode of Bell Curve with Tomasz Stańczak, Co-Executive Director at the Ethereum Foundation, to discuss Ethereum’s evolving culture, and product focus.
We also dive into Ethereum’s DeFi and RWA dominance, scaling the L1, real-time proving breakthroughs, and Ethereum’s long-term vision.Thanks for tuning in!
--
Resources
Real-Time Ethereum Proving is here: https://x.com/SuccinctLabs/status/1924845712921264562
Justin Drake on Real-Time Proving: https://x.com/SuccinctLabs/status/1925306484281553262
--
Follow Tomasz: https://x.com/tkstanczak
Follow Michael: https://twitter.com/im_manderson
Follow Vance: https://twitter.com/pythianism
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/4mqh9kK
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees.
SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Marinade Labs develops staking technologies that strengthen Solana.
In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations.
Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Cryptoasset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit marinade.finance.
--
Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER device and secure your crypto today.
Buy now at www.Ledger.com
--
Get up to speed on the biggest stories in crypto each week. In five minutes.
Get the Bitwise Weekly CIO Memo delivered directly to your inbox at bitwiseinvestments.com/ciomemo/empire
--
Timestamps
(0:00) Introduction
(2:23) Getting Started at the Ethereum Foundation
(6:29) Culture of the Ethereum Foundation
(13:43) Ads (Skale, Marinade)
(15:15) Should Ethereum Mimic Bitcoin?
(34:26) Ads (Skale, Marinade)
(35:58) Ethereum's Lead in DeFi and RWAs
(43:30) Real-Time Proving
(52:11) Ads (Ledger, Bitwise)
(53:44) Scaling the L1
(55:32) The Fusaka Upgrade
(58:30) Will Circle Be Acquired?
(1:06:04) What is Tomasz Excited About?
—
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury company, is this a BTC only strategy or do other assets work as well & more. Enjoy!
--
Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
Follow Tyler: https://x.com/tylev
Follow Josh: https://x.com/joshsolesbury
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv
--
ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains.
Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available.
To learn more about ZKsync, visit http://www.zksync.io
--
Marinade Labs develops staking technologies that strengthen Solana.
In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations.
Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Cryptoasset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit marinade.finance.
--
Crypto never sleeps. So we built an Al analyst that never blinks.
Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.
🔹 Screen, chart, and analyze 1300+ tokens
🔹 Summarize market-moving news instantly
🔹 Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie
Get started today: https://askfocal.com
--
Timestamps:
(00:00) Intro
(02:00) The Microstrategy Playbook
(14:05) Ads (ZKSync, Marinade)
(16:02) Does Narrative Matter For This Strategy?
(19:33) NAV/Premium
(23:15) What Assets Are Good For This Strategy?
(27:51) Ads (ZKSync, Marinade)
(29:48) How To Structure A Bitcoin Treasury Company
(40:23) What Are The Risks To This Strategy?
(47:31) Ads (Falcon x)
(48:26) The Treasury Strategy On POS vs POW Assets
(56:49) Will All Public Companies Own Bitcoin?
(01:01:54) Final Thoughts
—
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.