Episodes
Gm! This week, Dan & Mert begin by discussing the return of meme coin season by asking an honest question: have more people used DeFi or meme coins? We then take a deep dive into scaling, Ethereum's EIP-4844 upgrade & Solana's transaction fee structure. -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more...
Published 03/07/24
This week, Vibhu Norby CEO of DRiP joins the show for a discussion on building one of crypto's most popular applications. We deep dive into the growth & business model of DRiP, measuring real active users, building great UX in crypto & finally Vibhu shares some advice for founders looking to build a company & raise funding. To hear all this & more, you'll have to tune in! -- Access Protocol is the best way to discover premium content from crypto's top publishers and...
Published 03/05/24
This week Mert & Dan discuss Colosseum's hackathon, why Solana needs to double down on building more applications, defining active users within crypto, the roadmap for Ethereum, the rollup thesis & more! -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi, consumer facing applications, and more generally allow crypto to scale to the masses. If you...
Published 02/29/24
This week, Chris Hermida & Mitch Gildenberg Co-Founders at Switchboard join the show for a discussion on how they're helping scale crypto's oracle infrastructure network. We deep dive into the origin story behind Switchboard, their V3 rollout, speed & latency, todays oracle use cases, lessons learned from the Mango exploit in 2022 and more! -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design...
Published 02/27/24
This week, Nigel Eccles & Varun Sudhakar Co-Founders of BetDEX join the show to discuss how they are bringing online sports betting to crypto. We deep dive into the problem BetDEX solves, finding product market fit, scaling a sports betting competitor, why BetDEX chose to build on Solana & more! -- Monad is a fully EVM compatible Layer 1 blockchain that can support 10,000 real transactions per second. Monad aims to open up the design space for the EVM to support high fidelity DeFi,...
Published 02/22/24
This week, Steven Goldfeder & Rachel Bousfield join the show to discuss the Ethereum scaling roadmap, the origin story of Arbitrum, solving the scaling trilemma & what trade-offs exist between decentralization, security & scalability. To hear all this & more, you'll have to tune in! -- Access Protocol is the best way to discover premium content from crypto's top publishers and independent creators. Access Protocol has reinvented content monetization, meaning you can access...
Published 02/21/24
Mike Cahill joins us to discuss how oracles have become the linchpin of crypto. Mike is a core contributor to Pyth, a highly optimized oracle network integrated with 50+ chains and over 300 apps. In this episode, we cover crypto's oracle problem, why Pyth launched an SVM appchain, how Pyth ensures high-quality publishers, Pyth's Wormhole integration, how to monetize financial data, the RWA opportunity, where Chainlink went wrong and more! - - (00:00) Introduction (01:07) The Value of...
Published 02/15/24
Illia Polosukhin joins us to discuss how NEAR is building the blockchain operating system. NEAR first came to prominence in 2020 as an alternative Layer One that is laser-focused on abstracting the complexities of onchain infrastructure. Since then, Illia (who is one of the brightest minds in crypto) and the NEAR team have transformed NEAR into crypto's interoperability layer. In this episode, we discuss NEAR's journey from AI to crypto, why NEAR scales via sharding, NEAR's chain abstraction...
Published 02/13/24
Dan Romero joins us to discuss how Warpcast could become crypto's first mainstream app. Warpcast is a crypto-enabled social app built on top of the Farcaster protocol. Warpcast offers a Twitter meets Reddit-like experience that leverages the composability, permissionless innovation and embedded finance of crypto. In this episode, we discuss how Dan decided to focus on Social, how Farcaster works, why "Frames" are a massive developer unlock, the Warpcast and Farcaster business model, the...
Published 02/08/24
The most hyped airdrop in Solana's history happened last week: the JUP (Jupiter) token launch. We sit down to discuss what happened, how Solana performed, the controversy, what's next and why it's time for Solana to double down on product! - - Timestamps (00:00) Introduction (00:36) The JUP Airdrop: What You Need to Know (17:03) Why Solana Needs to Double Down on Product (24:10) Access Protocol Promo (25:12) Is Solana’s Performance Really Needed for Every App? (30:57) Writing, Twitter and...
Published 02/06/24
Matty Taylor joins us to discuss how Colosseum, the Y-Combinator of Crypto, will find, fund and accelerate Solana's next killer app. In this episode, we discuss why Matty is launching Colosseum, tactical tips for founders, why Solana is the best ecosystem to build applications, how to participate in Colosseum and Matty's #1 advice for discovering a startup idea. - - (00:00) Introduction (01:07) Leading Solana Lab’s Growth Team and Hackathons (7:08) Why Are People Hyped for...
Published 02/05/24
Lucas Bruder and Liam Heeger join us to discuss how Firedancer will transform Solana. Lucas (the co-founder of Jito) and Liam (a core engineer at Jump working on Firedancer) are two of the most talented developers in the Solana ecosystem. In this episode, we cover Solana's scheduler challenge, blockspace market dynamics, how Jito impacts transaction efficiency, Firedancer's goal and impact on client diversity, governance, validator profitability, applications for Jito's Stakenet and more! -...
Published 02/01/24
Anatoly Yakovenko joins us for the most information-packed episode on Solana we've ever listened to. It's a masterclass exploration of Solana's architecture and roadmap. We discuss the Saga Chapter 2, fee market optimizations, Jito and MEV, validator profitability, Solana's end game, Firedancer and client diversity, token extensions and more! - - Timestamps (00:00) Introduction (01:01) Saga Chapter 2 (10:00) Access Protocol Lab (11:01) DAS London Plug (11:58) Solana Fee Market...
Published 01/30/24
Santiago Santos joins us to discuss his crypto investment thesis and conviction in Solana's adoption flywheel. Santiago is a prolific investor, co-host of Empire and one of the most respected minds in crypto. In this episode, we discuss Santi's crypto thesis, Solana's incredible flywheel, scarcity vs abundance, if decentralization matters, Santi's favorite investment themes and more! - - (00:00) Introduction (1:19) Why Crypto Matters (4:42) How to Build and Keep Conviction (15:36) Santi’s...
Published 01/25/24
Ian Cummings joins us to discuss how to build a sustainable crypto game. Ian has been in gaming for over 23 years, created NFL Madden's hit stick while working at EA Sports, and is now the creator of Solana's race horsing game Photo Finish. In this episode, we discuss the story behind the hit stick, how Ian chose to go after the horse racing market, the secret to customer retention, how to win at Photo Finish, Photo Finish's partnership with the Kentucky Derby and more! -...
Published 01/23/24
Jupiter's upcoming airdrop will be a watershed moment for Solana. Tune in to find out why! In this episode, we cover the JUP airdrop, the Saga 2 announcement, why vertical integration is working on Solana but not Ethereum, if validator set size matters, why more Solana teams haven't released tokens, how to think critically and more! - - (00:00) Introduction (01:15) The Saga 2 Announcement (6:34) Jupiter's Token Launch (JUP) (16:01) Aggregation Theory and Multichain Strategies (27:25) DAS...
Published 01/18/24
Ryan Watkins and Wilson Withiam join us to discuss their Solana thesis and how crypto has just entered its next phase of adoption. Ryan is the founder of Syncracy Capital (a crypto hedge fund), and Wilson is their Head of Research. In this episode, we discuss the Bitcoin spot ETF, the Ethereum and LDO thesis, the MakerDAO opportunity, the Solana thesis, investing in SOL vs Solana applications, the DA Layer wars and more! - - Timestamps (00:00) Introduction (01:16) The Bitcoin ETF...
Published 01/16/24
Josh Rosenthal joins us to discuss how crypto will unleash new business models, applications and markets! Josh is a historian, investor, founder and one of the most interesting people I know. In this episode, we discuss crypto's key unlock, scarcity vs abundance, history's revolutionary technologies, crypto tribalism, the bidirectional door between the physical and digital world, DePIN, how to embrace change and more! - - (00:00) Introduction (00:54) Setting the Scene: Who Is Josh...
Published 01/11/24
Eugene Chen joins us to discuss why Solana's local fee markets aren't real. Well, they are real, but they don't yet work as advertised. Eugene is the co-founder of Ellipses Labs, Phoenix Protocol, and Umbra Research and he is one of the sharpest builders in Solana! In this episode, we discuss how Solana transactions work, how to improve Solana's fee markets, MEV on Solana, how apps can accrue their own MEV, Solana's DeFi risk, Phoenix's limit order book and more! - - Timestamps (00:00)...
Published 01/09/24
Marius Ciubotariu and Mark Hull join us to discuss how Hubble 2.0 will become the economic hub of Solana DeFi. In this episode, we discuss Kamino's origin story, how Kamino approaches risk management, why Solana will have the next breakout app, multichain vs a single-chain focus, vertical integration and more! Make sure to stay for the whole conversation as it really heats up at the end! - - (00:00 Introduction (00:57) Kamino's Origin Story (10:32) Lending, Risk Management and the mSOL...
Published 01/04/24
Ansem and Joe McCann join us to discuss their top crypto market predictions for 2024. Ansem and Joe are prolific crypto investors who nailed this year's Solana trade, and they're here to discuss what's next. In this episode, we cover Solana's price mania and outlook, navigating crypto's volatility, Bonk's rise and meme coin virality, the ETH vs. Alt L1 vs. DA trade, 2024's biggest opportunities, how to think like a trader and more! - - (00:00) Introduction (01:13) Solana Mania: 2023 and...
Published 01/02/24
Sam Blackshear and Evan Cheng join us to discuss how the Move programming paradigm will accelerate blockchain development. Sam and Evan are the founders of Sui, a global state L1 that leverages the novel Move programming language (created by Sam while at Facebook). This episode covers Sui's technical specs, the power of Move, Sui's validator requirements and scaling technique, state growth and storage, Sui's go-to-market and more! - - Join us at DAS (Digital Asset Summit) in London this...
Published 12/28/23
Bartosz Lipiński joins us to discuss how Cube is building the first crypto-native centralized exchange. Cube leverages MPC wallets, Solana's client (creating a Solana appchain) and native integrations to offer the best trading experience in crypto. In this episode, we cover Bartosz's journey with Solana Labs, how he helped launch Solana's NFT ecosystem and Hacker House program, Cube's crypto-native functionality, what it takes to build a crypto company and more! - - Join us at DAS (Digital...
Published 12/26/23
Rooter (co-founder of Solend) and Edgar (co-founder of MarginFi) join us to debate last week's mSOL depeg and how to implement risk management. Last week's mSOL depeg led to liquidations throughout Solana DeFi and a heated debate between the Solend and MarginFi teams. In this episode, we discuss what happened, where Solend and MarginFi disagree, the oracle debate, why liquidator profitability matters, points systems vs token launches and more! - - (00:00) Introduction (01:18) The mSOL depeg...
Published 12/21/23
Udi Wertheimer joins us to discuss Ordinals, Taproot Wizards and how to solve Bitcoin's branding problem. Udi is the co-founder of Taproot Wizards, a wildly successful Bitcoin NFT project that hopes to change Bitcoin's image and community. In this episode, we discuss the history of Bitcoin NFTs, how ordinals and inscriptions work, why Taproot Wizards has been so successful, Bitcoin L2s, the power of branding and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the...
Published 12/19/23