Ep. 1 - Introducing the Podscast
Welcome to The Podscast - where we explore the emergence of onchain media and the people building it. The first episode is a bit different than usual. It's a solo recording explaining why we're launching the Podscast and the reason for onchain media. This is a canonical episode that we hope to revisit on a recurring basis, challenging and updating the thesis for onchain media. Every episode of The Podscast will be available onchain. We'll continuously look to experiment with different ways to engage with our audience. Strap in and enjoy.
Modularity: Unbundling The Blockchain Stack
Robbie and Andy are CoFounders of The Rollup. In this episode, we discuss modularity and the unbundling of the blockchain stack. Robbie and Andy cover what is the significance of modularity in the world of blockchains and how it will unlock the ability for anyone to create a blockchain network and ultimately focus on other matters such as the next generation of DeFi and Web3 applications. ------ 🔗 Essential Show Links 🔗 ► Youtube: https://youtube.com/@defidad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH https://flat.money/ 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH https://www.swellnetwork.io/ 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID https://fluid.instadapp.io/ 🧑🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS https://www.mantle.xyz/ 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS https://kelpdao.xyz/restake ------ Timestamps 0:00 - Intro 4:02 - The Rollup 9:07 - What is modularity? 14:16 - Ethereum scaling with modularity 17:34 - Will L2s ever use alternative DA providers? 20:02 - What is DA (data availability)? 24:14 - Can Celestia accrue value? 32:06 - Major modular projects 32:50 - Avail 33:47 - Hyperlane 35:59 - Initia 37:06 - Dymension 37:51 - Movement 39:28 - Effect of Dencun upgrade on modular thesis 42:01 - Will there be a DA winner-take-all? 43:41 - Airdrop strategies in modular ecosystem 45:09 - Near term modular token launches 46:23 - Closing ------ 🔗 Guest Links 🔗 ► Rollup Website: https://therollup.co/ ► Rollup on Twitter: https://twitter.com/therollupco ► Andy on Twitter: https://twitter.com/ayyyeandy ► Robbie on Twitter: https://twitter.com/robbie_rollup ► Modular March content: https://therollup.co/category/modular-march/ ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
#167 - LUCAS CAMPBELL
Lucas is the founder of Pods — a platform for onchain podcasts. Pods launched in private beta in Q4 2023 and since then, has onboarded over 30 podcasts and over 250 episodes on the platform. Prior to Pods, Lucas was the first employee at Bankless, where he led the newsletter for 3 years and launched Bankless Collectibles — the first instantiation of podcast NFTs. Follow Lucas on Farcaster @0xl. I'm excited to partner with Pods to release this as our first episode onchain on Base. For more episodes, go to podofjake.com. Previous guests include Mark Cuban, Vitalik Buterin, Brian Armstrong, Balaji Srinivasan, Keith Rabois, Ali Spagnola, Anthony Pompliano, Raoul Pal, Julia Galef, Jack Butcher, Tim Draper, and over 100 others alike. Learn from founders and CEOs of companies like OpenAI, Coinbase, Solana, Polygon, AngelList, Oura, and Replit, and investors from Founders Fund, a16z, Union Square Ventures, and many more. I appreciate your support and hope you enjoy. Thanks to Chase Devens for the show notes and Yiction for the music. Lastly, I love hearing from fans of the pod. Feel free to email me any time at jake@blogofjake.com. Thank you!
Building consumer products on permissionless protocols
In Episode 04 of Onchain Alpha our host Humpty Calderon speaks with Rish of Neynar. The conversation explores the challenges of building on Web2 APIs and the value proposition of Neynar's infrastructure. They also delve into the revolutionizing effect of Frames on Farcaster and the future possibilities of Frame Studio. The conversation concludes with Rish emphasizing the importance of the work happening behind the scenes at Neynar. Find the companion article to this podcast on our blog: https://cryptosapiens.xyz/building-consumer-crypto-products-on-permissionless-social-protocols
3AC's Kyle Davies on Why He's Crypto's Lloyd Blankfein and Why He's Not Sorry
Few crypto figures have been as vilified as Kyle Davies, the co-founder, along with Su Zhu, of crypto hedge fund Three Arrows Capital, which imploded in mid-2022, losing $3 billion and bringing many pillars of the crypto industry down with it. Davies and Zhu have been accused of, among other things, lying about 3AC’s assets as the firm was imploding, trying to borrow money when the firm was insolvent, and seeking funding from the Mafia, all of which Davies denies. But he remains unapologetic about 3AC’s demise, saying most, if not all, companies eventually go bankrupt, and that 3AC had a “pretty spectacular” ten-year run. He joined Unchained to explain why he and Su Zhu were ordered to prison in Singapore for non-compliance with the liquidation proceedings, Zhu’s “six weeks meditating” (in prison), where he’s living now, why he and Zhu went to Bali after the bankruptcy, his $25,000-a-month fee for consulting for crypto bankruptcy exchange OPNX, his and Zhu’s current work advising crypto derivatives platform OX.FUN, and what he wishes he would have done differently in terms of 3AC’s wind down.
How USDC is dominating the stablecoin market
Excited that the legend, Jeremy Allaire, is my first guest on our new Frames for Base Layer! Jeremy joined me last week to talk about all the amazing things happening at Circle, talking about stablecoin regulation, all the way to the amazing use cases that are popping up for USDC around the world.
How Decentralized Social Network Farcaster Hopes to Eventually Get to One Billion Users
In the two weeks since Farcaster introduced its Frames feature that allows developers to easily add mini apps to users’ posts, the decentralized social network has become the talk of Twitter, now X, and increased its user base by ten times, according to co-founder Dan Romero. Romero joins Unchained to discuss why Frames has become so popular, the philosophy behind Farcaster and its client Warpcast, why the crypto component behind Farcaster is being kept to a minimum, how Apple’s new Vision Pro could lead to the creation of a 3D social network on Farcaster, how he and his fellow co-founder’s background at Coinbase helped shape their decisions about building Farcaster, and his vision for eventually getting Farcaster to a billion-plus users.
