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Back To The Basics: Why VanEck Wants To Invest In Great Products and Founders Who Won’t Rug Us

Pranav Kanade is Portfolio Manager for Digital Assets at VanEck. In this episode, we break down why altcoins have struggled this cycle, what sets the few winners apart, and where real opportunities lie—both in crypto and public markets. We also explore how stablecoin legislation could unlock new value and what’s next for ETFs in the digital asset space. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🔮 ⁠PYTH NETWORK⁠ | SMARTER DATA FOR SMARTER CONTRACTS https://pyth.network/ ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS https://hourglass.com/ 🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES https://www.tanssi.network/ 📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/edge 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH https://meth.mantle.xyz/restake 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS https://unifi.puffer.fi/ 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE https://moonwell.fi/ 🐐 ⁠GOAT NETWORK⁠ | A BITCOIN L2 TO EARN WITH BTC & DOGE https://www.goat.network/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ 📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADING https://app.definitive.fi/r/DEFIDAD ------ Timestamps 0:00 - Intro 5:44 - Pranav’s background and VanEck 11:43 - A day in the life as an investor 13:50 - Thoughts on Kaito and InfoFi 17:03 - What’s been different this cycle with altcoins? 19:06 - Mantle mid-roll 19:44 - Oversupply of tokens, plus lessened demand for quality projects 23:29 - Fundamentals investing and the memecoin casino can coexist 26:59 - What can we learn from alts that have done well? 29:16 - Will we have a true alt season ever again? 33:05 - Sponsor mid-roll 34:44 - What’s the lesson from the LIBRA blowup? 39:51 - Stablecoin legislation and how it’s bullish for tokens + equities 46:49 - Identifying publicly traded companies to benefit from stablecoins 48:59 - How will stablecoin growth in Web2 affect what’s built onchain? 51:20 - Do AI agents have staying power? 56:47 - How new ETFs could impact us this year 59:06 - Thoughts on ETH ETFs 1:01:28 - Closing ------ 🔗 Guest Links 🔗 ► VanEck website: https://www.vaneck.com/ ► VanEck on X: https://x.com/vaneck_us ► Pranav on X: https://x.com/vaneckpk ------ 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.

ZEROPOD SPOTLIGHT #3: "Obsessed with the Craft of Content" feat. Cameron Armstrong of Seemore.tv

If the internet decides what’s funny, Cameron Armstrong (@cameron on farcaster) has spent his career listening closely to find out. In this edition of our popular ZEROPOD Spotlight series, the Seemore.tv founder shares how he’s helping creators escape the “content algorithm lottery” and why our completionist instinct is one of humanity’s most underrated traits. We explore Farcaster’s journey from tight-knit weirdo haven to high-value creator launchpad, the challenge of minting new platform stars, and the magic of Mandarin oranges on sticks (what?) Whether you’re trying to build a personal brand, a community, or create content like his “OK Banger” podcast, Cameron’s got plenty of advice and anecdotes and you won’t want to miss this conversation. — TIMESTAMPS: 00:00 - “Content Quality Arms Race” 00:47 - ZEROPOD Intro 02:05 - Crypto space needs more video content 04:15 - The Right Kind of Cringe 05:31 - The thing you can consistently do the longest is what you’ll be the best at 07:04 - The Cameron Origin Story: Military beginnings 08:32 - Harvard Business School 09:32 - E-commerce startup 10:35 - Illicit Farcaster Beginnings 11:50 - “A Bunch of Weirdos in a Room” 12:26 - Farcaster, then and now 15:09 - What is seemore.tv 17:58 - “If Linktree and Google Analytics had a baby” 20:55 - Badges for pod collectors 21:27 - Minting is a patronage behaviour for podcasts 23:00 - A minted episode is a creator tip with a lindy receipt 25:00 - The future promise of Ethereum Attestations 26:22 - The Seemore Story (pivot! pivot!) 30:00 - Problems with current business models for creators 32:00 - Conflicts of interest risk with advertising partnerships 34:00 - The advantage to bad actors in crypto 36:00 - The Seemore List 37:00 - The importance of finding values aligned sponsors for content 38:00 - Does Farcaster have enough interesting people? 40:00 - Rewarding creators is baked into the system on Farcaster 41:50 - The Content Valley of Death 43:00 - Problems with spam filters and dopamine triggers 45:18 - Cam’s got alts 46:00 - You don’t get to decide what’s funny on the internet 47:24 - Why is he bullish on Farcaster? 49:00 - OK Banger 50:53 - From Band Kid to Bangers 51:52 - Outro --- Podcast recorded by Toady Hawk, edited by Toady Hawk and Santhosh. Hosted by Toady Hawk. Music by Toady Hawk x Suno AI. This content is zero rights reserved (cc0), please remix and reuse it in any way you like!

Context S4: Decentralized Social Media, Orb and The Creator Economy w/ Jacq, Head of Community + Creators at Orb

In this episode, Blake speaks with Jacq, head of Community and Creators at Orb. Orb is a decentralized social app built on Lens protocol. They chat about the all the possibilities of decentralized social and Orb’s vision going forward. Jacq explains what Orb is, how it’s related to Lens and Bonsai, and outlines the best ways to grow your audience on the platform. Jacq also highlights how Orb is committed to supporting and protecting creators, specifically diving into sticker packs and what makes them so unique. In celebration of the episode, Blake is dropping her own Context Pod sticker pack, which she likes to call "digital merch." If you’re interested in the use cases of decentralized social media, are a creator and/or want to build a bigger/new audience, this one is for you. This episode is in partnership with $BONSAI, who are on the cutting edge of experimenting with AI agents and decentralized social media. They just released Bon(AI) and their flagship agent Sage, who is tipping commenters in $BONSAI, and replying to direct messages in group chats. To engage, join the Bonsai club on Orb with 5,000 $BONSAI tokens in your wallet. Jacq: https://twitter.com/jacqvaca Orb: https://twitter.com/orb_club + https://orb.club/ Blake's Context Orb Club: https://orb.club/c/context Blake’s X: https://twitter.com/blakefinucane Bonsai: https://orb.club/@bonsai + https://twitter.com/bonsaitoken404 Boys Club Newsletter: https://boysclub.beehiiv.com/

How Espresso Aims To Solve The L2 Fragmentation Problem

Welcome to Episode 7 of EigenLayer Unlocked, where we’re exploring the concept of cross-chain composability -- and in particular, the fragmentation of the modular ecosystem. This is the key to unlocking the full vision of Ethereum's rollup-centric roadmap facilitating coordination between different chains, and Espresso is at the forefront of making it happen. Robbie had a very technical conversation with Ellie, a researcher and engineer at Espresso, who shared insights into how their protocol is addressing one of the modular ecosystems biggest challenges: bringing true composability to rollups and app chains. Espresso’s approach centers around a sequencing marketplace and a fast finality layer. These two products enable different rollups to coordinate sequencing without sacrificing their sovereignty. Rollups can sell their sequencing rights through a combinatorial auction, allowing them to maximize revenue while still maintaining control over their operations. The addition of EigenLayer’s restaking mechanism further enhances this process, simplifying sequencing while leveraging Ethereum’s strong economic security for guarantees. Fast finality is another key feature of Espresso, reducing latency for cross-chain transactions. Their consensus protocol, Hotshot, ensures transactions are finalized in less than four seconds, providing strong guarantees for atomic cross-chain operations without waiting for Ethereum settlement. Espresso’s marketplace also ensures that sovereignty is preserved by redistributing auction proceeds back to the rollups (if you watched the ASS podcast, then you know we are extremely bullish on redistributing this to apps). Rollups can set floor prices to ensure they’re always getting the revenue they deserve, even if they opt to sequence themselves. This piece will give you a detailed look at how Espresso is rethinking composability and making appchains a more viable option in the current semi-isolationist reality we live in onchain today. Enjoy. 𝗘𝗶𝗴𝗲𝗻𝗟𝗮𝘆𝗲𝗿 𝗨𝗻𝗹𝗼𝗰𝗸𝗲𝗱 𝗶𝘀 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 𝗮𝗻𝗱 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 is an open and decentralized protocol that accelerates the launch of native and restaked rollups as well as AVSs. Our flagship product ‘restaked rollups’ has been an industry disruptor, unlocking the true value of rollups with enhanced security, decentralization, fast finality, and interoperability. AltLayer also recently launched the market’s first AVS-as-a-Service platform called “Wizard”- which templatizes AVS tools for convenience, hyper-accelerating their adoption and fast-tracking scalability for Web3. Follow AltLayer's Twitter: https://twitter.com/alt_layer and Join the Discord: https://discord.gg/altlayer 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 is the first real-time interoperability solution that combines message passing and state streaming into an infinitely scalable network layer for the upcoming appchain meta. It can scale alongside L2 block times and leverage the security guarantees of connected rollups while offering re-org protection. Check it out here: https://www.polymerlabs.org/ 00:45 Introduction to Espresso 03:48 Why Composability Is So Important 06:41 Espresso’s Sequencing Marketplace Explained 10:35 Eigenlayer's Role in Sequencing and Finality 18:37 Incentives for Validators and Restakers 24:43 Revenue Distribution and Auction Mechanics 33:39 Challenges of Espresso’s Marketplace 41:18 How Espresso Fits In The Interop Landscape Espresso Systems Website: https://www.espressosys.com/ Espresso Systems Socials: https://x.com/EspressoSys Ellie Davidson Socials: https://x.com/ellierdavidson 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗿𝘆𝗽𝘁𝗼 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: 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 . . . 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴. #EigenLayer #ModularBlockchains #Ethereum #EspressoSystems

The Next Evolution of Crypto App Experiences with Lagrange

Welcome to the 5th episode of EigenLayer Unlocked! Today’s pod, live from Singapore, dives into the evolving world of onchain incentives and how projects like Lagrange are setting the stage for more interactive, long-lasting, personalized crypto experiences. We got to hear from Ismael, Gajesh Naik, and Luca Netz on this special episode. Lagrange’s ZK coprocessor is redefining how data flows between apps, enabling active reward distribution that goes beyond traditional airdrops. This isn't just about rewards; it's about keeping users engaged, offering continuous incentives, and building features that crypto enthusiasts have long been waiting for (which we are all used to in Web2). We discussed Lagrange’s collaborations with projects like Azuki, leveraging the coprocessor to deliver more dynamic, real-time incentives that mirror the engagement models from Web2. The ability to integrate onchain applications with these tools opens doors for everything from cashback rewards to personalized offers, bridging the gap between crypto and everyday consumer habits. In the chat, the team explained how they’re tapping into deeper layers of user behavior, creating integrations that align with each community's needs. We really enjoyed this insight into the next era of crypto apps. Enjoy! The Rollup 𝗘𝗶𝗴𝗲𝗻𝗟𝗮𝘆𝗲𝗿 𝗨𝗻𝗹𝗼𝗰𝗸𝗲𝗱 𝗶𝘀 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 𝗮𝗻𝗱 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 is an open and decentralized protocol that accelerates the launch of native and restaked rollups as well as AVSs. Our flagship product ‘restaked rollups’ has been an industry disruptor, unlocking the true value of rollups with enhanced security, decentralization, fast finality, and interoperability. AltLayer also recently launched the market’s first AVS-as-a-Service platform called “Wizard”- which templatizes AVS tools for convenience, hyper-accelerating their adoption and fast-tracking scalability for Web3. Follow AltLayer's Twitter: https://twitter.com/alt_layer and Join the Discord: https://discord.gg/altlayer 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 is the first real-time interoperability solution that combines message passing and state streaming into an infinitely scalable network layer for the upcoming appchain meta. It can scale alongside L2 block times and leverage the security guarantees of connected rollups while offering re-org protection. Check it out here: https://www.polymerlabs.org/ 00:45 Introduction to ZK Coprocessors 02:29 Why Azuki Is Using Lagrange 05:41 Active Reward Distribution in Web3 09:29 Lagrange's Role in Proof Generation 12:43 User Behavior Tracking and Incentives 16:07 Building Better Consumer Experiences Onchain Lagrange Website: https://www.lagrange.dev/ Lagrange Socials: https://x.com/lagrangedev Ismael Hishon-Rezaizadeh Socials: https://x.com/Ismael_H_R Gajesh Socials: https://x.com/gajesh Luca Netz Socials: https://x.com/LucaNetz 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗿𝘆𝗽𝘁𝗼 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: 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 . . . 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴. #EigenLayer #ModularBlockchains #Ethereum #Lagrange

How Stateless Apps Enable New Cross-Chain Possibilities with Skate

Welcome to our first EigenLayer Unlocked podcast from Singapore. Over the next few weekends, you can expect dynamic, high-quality, fast paced conversations from Andy and builders within the EigenLayer ecosystem. Today, we’re diving into the idea of stateless apps with Siddharth Lalwani, CEO of Skate. Skate’s approach focuses on solving the liquidity fragmentation issue we see across multiple chains. They’re building a unified AMM model as well as the underlying technology for apps to exist across many chains. By leveraging EigenLayer’s as an AVS, Skate uses cryptoeconomic security to ensure cross-chain transactions and build an ecosystem of “stateless” apps. Andy dives into Siddharth’s background, why they have chosen to use EigenLayer, how the design works, and where Skate is headed. With all the buzz around apps, this was a refreshing conversation about one potential way we’ll see apps be construed across the inevitable future consisting of thousands of chains. Enjoy. The Rollup 𝗘𝗶𝗴𝗲𝗻𝗟𝗮𝘆𝗲𝗿 𝗨𝗻𝗹𝗼𝗰𝗸𝗲𝗱 𝗶𝘀 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 𝗮𝗻𝗱 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 is an open and decentralized protocol that accelerates the launch of native and restaked rollups as well as AVSs. Our flagship product ‘restaked rollups’ has been an industry disruptor, unlocking the true value of rollups with enhanced security, decentralization, fast finality, and interoperability. AltLayer also recently launched the market’s first AVS-as-a-Service platform called “Wizard”- which templatizes AVS tools for convenience, hyper-accelerating their adoption and fast-tracking scalability for Web3. Follow AltLayer's Twitter: https://twitter.com/alt_layer and Join the Discord: https://discord.gg/altlayer 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 is the first real-time interoperability solution that combines message passing and state streaming into an infinitely scalable network layer for the upcoming appchain meta. It can scale alongside L2 block times and leverage the security guarantees of connected rollups while offering re-org protection. Check it out here: https://www.polymerlabs.org/ 00:45 Introduction 03:02 Sid's Journey into Crypto 06:55 The Birth of Skate 09:42 Decoupling Application Logic 12:56 The Role of EigenLayer with Skate 14:51 Future Developments For Skate Skate Website: https://www.skatechain.org/ Skate Socials: https://x.com/skate_chain Siddharth Lalwani Socials: https://x.com/alt_v0rtex 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗿𝘆𝗽𝘁𝗼 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: 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 . . . 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴. #EigenLayer #ModularBlockchains #Ethereum #SkateChain

The Role of Operators, Slashing, and Liquid Restaking with EigenExplorer

Welcome to the 1st episode of EigenLayer Unlocked. This episode is meant to be a primer into how restaking fundamentally works, the key players in the restaking system, and why EigenLayer is leading this category today. At its core, restaking allows users to earn additional rewards by taking on slashing risks, offering a way to maximize risk-adjusted returns. EigenExplorer introduces a novel concept through operator quorums (now referred to as operator sets), which bring more granularity and customization to how services, operators, and stakers interact. These operator sets create tiers of services, allowing for more tailored, efficient staking choices that can yield vastly different outcomes depending on the strategy employed. One of the standout points in today’s discussion is the direct liquid restaking system EigenExplorer is building, designed to simplify decision-making for stakers by enabling them to delegate assets to specific services. This streamlines the process, making it easier for stakers to manage risk and rewards without diving into complex configurations. Additionally, strategy managers play a crucial role in helping stakers navigate this space, acting as market makers who optimize yield and manage risks across different services. As the market matures, data transparency and better tools for managing operator quorums will be key to improving market efficiency and ensuring everyone benefits from these innovations. As the first episode in the series, we wanted to prioritize an understanding of restaking and its core parts. Throughout the next several weeks, we will dive into the deep technical weeds of AVSs and rollups using EigenDA. Onwards and upwards. The Rollup 𝗘𝗶𝗴𝗲𝗻𝗟𝗮𝘆𝗲𝗿 𝗨𝗻𝗹𝗼𝗰𝗸𝗲𝗱 𝗶𝘀 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗲𝗱 𝗯𝘆 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 𝗮𝗻𝗱 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 𝗔𝗹𝘁𝗟𝗮𝘆𝗲𝗿 is an open and decentralized protocol that accelerates the launch of native and and restaked rollups as well as AVSs. Follow AltLayer's Twitter: https://twitter.com/alt_layer and Join the Discord: https://discord.gg/altlayer 𝗣𝗼𝗹𝘆𝗺𝗲𝗿 is the first real-time interoperability solution that combines message passing and state streaming into an infinitely scalable network layer for the upcoming appchain meta. It can scale alongside L2 block times and leverage the security guarantees of connected rollups while offering re-org protection. Check it out here: https://www.polymerlabs.org/ 00:00 Introduction 01:30 Overview of Restaking Protocols 04:20 Flow of Rewards and Operator Quorums 08:10 Scalability & Decentralization in Restaking 13:45 Importance of Incentives 18:25 Design of Operator Quorums 22:45 Staking Rewards and Asset APYs 28:30 Automation Of Restaking 33:45 Revenue Competition and Strategy Managers 37:55 Roles of Different Participants in Restaking EigenExplorer Website: https://www.eigenexplorer.com/ EigenExplorer Socials: https://x.com/eigenexplorer Liam Zhang Socials: https://x.com/velvety_cc 𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗰𝗿𝘆𝗽𝘁𝗼 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁 𝘂𝘀 𝘄𝗵𝗶𝗹𝗲 𝗹𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗰𝗼𝗻𝗰𝗲𝗽𝘁𝘀 𝗯𝘆 𝗰𝗹𝗶𝗰𝗸𝗶𝗻𝗴 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗶𝗻𝗸𝘀 𝗯𝗲𝗹𝗼𝘄 𝗳𝗼𝗿 𝗳𝗿𝗲𝗲 𝗿𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀: 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 . . . 𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴. #EigenLayer #ModularBlockchains #Ethereum