Welcome back to The Gwart Show! This week, Job Charbonneau of crypto venture fund DBA joins Gwart to discuss Ethereum's issuance debate, centralization of stake, roll-ups vs. Solana, the future of DeFi on Bitcoin, solving MEV, crypto's VC landscape shifts, and key insights from his recent Research Day event.

Follow our guest on Twitter: @jon_charb

Follow our host: @gwartygwart

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Timestamps:

00:00 Start

00:45 Jon's background

01:19 Research Day

03:21 Favorite Research Day talk

06:07 Current VC crypto landscape

10:54 Wen Uncommon Core?

11:46 Why ETH issuance changes?

14:13 Why mess around with issuance?

17:43 Concentration of stake

19:05 Economic security

22:03 Appreciating proof of work

24:43 We knew this would happen!

27:46 Restaking

34:43 Restaking predictions

37:00 MEV & order-flow

40:52 Why does this taste like a sandwich?

45:32 Should we seek to fix MEV?

48:02 MEV proposals

51:06 Rollup problems

56:28 Rollup interoperability dreams

1:00:50 Solana

1:04:07 Defi

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Not An Essay: Jon Charbonneau on Composability, Stake Centralization and Bitcoin L2s