Expansion

Exploring the intersection of modular blockchain design and abundant blockspace.

[Expansion @ExpansionPod_]

Our Weekly Roundup Is Live ↓

🎙️ @jillgun @MikeIppolito_ @nickwh8te

01:40 Yapper Culture
09:31 Why Do Crypto Startups Fail?
14:55 Thoughts on Jito’s BAM & Modularity
37:05 The CLARITY Act’s Impact on L2s
55:35 Zora’s Rebirth

Full episode available via links below ↓

[Mippo 🟪 @MikeIppolito_]

To anyone saying Blockworks doesn’t support Ethereum, I would encourage you to go to Twitter, search my name, include “ETH” or “Ethereum” and see what comes up.

I would also encourage you to go back and listen to the 700+ podcasts i’ve recorded over the last four years

I think you would find a very balanced, but very pronounced tilt in favor of Ethereum.

Does that mean it’s the only project I like? Not at all.

Does that mean there has been no criticism of the architectural decisions or leadership of the protocol? No.

But I would stand by a long track record of fair and quite solid coverage.

And I am quite happy to see Ethereum doing well, although I continue to wish that the cultish social layer gets drastically reformed in the same way I hope it does for Bitcoin.

I’ve been increasingly worried that the industry that i’ve dedicated a decade to will result in bizarre social cults that i don’t feel at home in at all.

[Blockworks @Blockworks]

BTCS CEO wants to avoid “toxic dilution"; the ETH treasury company still trades near the low end of peer mNAV

https://t.co/Bdk7I23dfd

[Mippo 🟪 @MikeIppolito_]

If you are screaming about Ethereum vs Solana on Twitter just know you’re giving Japanese soldier fighting 30 years after WW II vibes.

It couldn’t be clearer both of these chains will do well and the trust assumptions in each are highly similar.

The state of discourse is especially silly given the success of AI and the radical impact it’s already having on society.

It’s embarrassing but worse than that it’s uninteresting and think we’ll continue to bleed talent to AI if this is the face we put on.

[Mippo 🟪 @MikeIppolito_]

Tokens will force the issue that the public markets aren’t working today.

Companies staying private longer is a bad thing for society, regulators should be focused on fixing this.

[Blockworks @Blockworks]

Ethereum devs struggle to balance speed and safety in upgrade schedule

https://t.co/KB5Tte76dc

[Mippo 🟪 @MikeIppolito_]

Tom Lee is actually hyping me up rn

[Blockworks @Blockworks]

Base froze for roughly 33 minutes early Tuesday in a bout of “bullish downtime”

https://t.co/wALjReOOOv

[Mippo 🟪 @MikeIppolito_]

2005: No one wants to read your random posts online

2025: Why would anyone want to buy your posts online

[Mippo 🟪 @MikeIppolito_]

I can’t help but view the SEC’s “Project Crypto” as Ethereum coded.

TradFi is finally jumping in with both feet into tokenization and DeFi in a BIG way.

Everything Wall Street is excited about (stablecoins, private credit, tokenized MMFs) is happening on the blue chain.

[Blockworks @Blockworks]

Thursday links: A golden age of digital assets, the story of crypto treasury companies and much more

https://t.co/ZvcsviPkmv

[Blockworks Research @blockworksres]

1/ Introducing our new public and free Digital Assets Treasury Company dashboard.

We track NAV, mNAV, Market Caps, and Trading Volume for the largest BTC, ETH, SOL, XRP, HYPE, and multi-asset treasury companies.

Here are some of the highlights.

[Mippo 🟪 @MikeIppolito_]

Tokens will eventually enable equity finance for this type of stuff

[Jill Gunter ☕ @jillgun]

Turns out all you need is a shared state system among the rollups you care about

Let rollups keep their sequencers, and have them post to fast finality layer

[Expansion @ExpansionPod_]

📺 YouTube - https://t.co/5iCNreYO83
🎧 Spotify - https://t.co/kiDSjcY7mP
🎧 Apple - https://t.co/ApBZ1HptHZ

[Expansion @ExpansionPod_]

Our Weekly Roundup Is Live ↓

🎙️ @jillgun @MikeIppolito_ @nickwh8te

01:40 Yapper Culture
09:31 Why Do Crypto Startups Fail?
14:55 Thoughts on Jito’s BAM & Modularity
37:05 The CLARITY Act’s Impact on L2s
55:35 Zora’s Rebirth

Full episode available via links below ↓

[Mippo 🟪 @MikeIppolito_]

Creator coin is live on Zora

[Expansion @ExpansionPod_]

Unpacking @fundstrat's ETH marketing playbook:

1. Tom Lee goes on CNBC
2. Boomers follow CNBC
3. Boomers have all the money
4. Tom explains "As stablecoins grow, so will ETH"
5. Attention to ETH increases
6. ETH pumps

🎙️ @pumatheuma @jillgun @MikeIppolito_ @nickwh8te @aadams

[Ryan Connor | RockawayX 🇺🇸 @ryanconnor]

Expansion pod @ExpansionPod_ asked who Tom Lee is speaking to & who’s buying DATs

Answer: it’s retirees, high net worth boomers, & now degens.

[Jill Gunter ☕ @jillgun]

Ethereum is so back

(And so is SF)