The Rollup Proof Of Governance, Storm on Ownership and Institutional Adoption with Arjun Bhuptani, John Adler and JJ
Jul 23, 2025
Arjun Bhuptani, an expert in digital asset flows, highlights the institutional appeal of Ethereum and the innovative Everclear clearing product. John Adler, known for his work on Celestia, discusses a proof of governance proposal that could revolutionize Layer 2 scaling solutions. The conversation dives into market trends, the challenges of cross-chain transactions, and how decentralized finance is changing capital management. They emphasize the need for transparency and community-driven governance in the evolving crypto landscape.
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Ethereum Treasury Companies Gaining Traction
- Institutional adoption of Ethereum treasury companies is finally happening after many false starts over the years.
- However, some treasury companies replicate failed models, risking retail investors who may get wrecked.
Best Practices for Treasury Companies
- Build digital asset treasury companies with strong transparency, liquidity, and clear reporting of assets.
- Avoid buying locked tokens or insider transactions to protect shareholder fiduciary interests.
Cross-Chain Clearance Eases ETH Flows
- Cross-chain clearance like Everclear efficiently nets large flows across blockchains, reducing redundancy.
- ETH's lack of fast bridges makes institutional use of Everclear especially valuable due to costly exit windows.