Ethereum co-founder Joe Lubin joins Friederike Ernst to discuss why we are at the "end of a supercycle," a chaotic transition period where legacy institutions are finally adopting blockchain rails not just for efficiency, but for survival. They explore the "inevitable convergence" where the US government may actively rely on stablecoins to absorb debt, effectively using crypto to extend the lifespan of the dollar. At the same time, banks scramble to compete with self-custodial wallets.

Joe also details the structural evolution of Consensys, from an "organic blob" incubating projects like Gnosis to a focused software powerhouse. He differentiates Linea from competitors by highlighting its commitment to permissionless innovation where anyone can deploy a rollup without a "sign-off". He shares his vision for MetaMask evolving into a user-owned "full-service bank.

Topics

00:00 Intro & Paradigm Shift
04:15 Crypto-Anarchy vs. Enterprise
10:30 Banks & Stablecoins
16:00 The Economic Supercycle
24:45 Consensys History & Spin-outs
33:20 Linea & Decentralization
42:15 L1 Scaling & ZK
48:00 Permissionless Rollups
55:30 Future Optimism

Links

Joe Lubin on X: https://twitter.com/ethereumJoseph
Consensys: https://consensys.io
Linea: https://linea.build
MetaMask: https://metamask.io
Gnosis: https://gnosis.io/

Sponsors: Gnosis: Gnosis has been building core decentralized infrastructure for the Ethereum ecosystem since 2015. With the launch of Gnosis Pay last year, we introduced the world's first Decentralized Payment Network. Start leveraging its power today at http://gnosis.io

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