Expansion

In this week's roundup, we dive deep into the evolving dynamics between L1s and applications, exploring whether apps are truly "parasitic" to chains like Solana or if this represents a natural evolution of value capture in crypto. The conversation covers Abstract Chain's innovative approach to creator-focused L2s, Rari's strategic stack upgrades, and the latest developments in ZK tech including real-time Ethereum proving. Along the way, we challenge traditional assumptions about protocol value capture and discuss why vertical integration might be the key to crypto's consumer adoption. Enjoy!

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Timestamps:

(00:00) Introduction

(03:24) Is Crypto Cool Again?

(07:21) Abstract Chain Launch

(22:14) DEX Structural Advantage

(24:11) Are Apps Parasitic to Solana?

(36:18) Tech Demand Paradox

(40:59) Rollup Platform Strategy

(49:27) Rari's Upgrade

(53:11) State of ZK

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Disclaimer

Expansion was kickstarted by a grant from the Celestia Foundation.

Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.