Ethereum’s North Star With Mike Neuder

We’re rejoined by Mike Neuder, Ethereum researcher and general student of all things crypto-economics, to discuss the future of his bags, AKA Ethereum. We pick up on the conversation a lot of Twitter is having regarding Ethereum’s fraught future. Is it worth the marketcap? Can Solana flippen it? Is the FUD legit? We discuss on this week’s Gwart Show!

Follow our guest on Twitter: @mikeneuder

CHAPTERS

00:00 Start

01:01 ETH vibe check

05:43 Vibes at ETH Foundation

09:56 Make the L1 great again!

12:57 Are roll-ups parasitic?

17:58 Is Solana eating ETh's lunch?

21:20 ETh as money vs utility token

27:12 Is "store of value" important?

34:21 Is staked ETH money?

37:40 Is ETH's blockcpace "Premium"?

49:13 ETH security budget decline

1:05:25 ETH's monopoly on smart contract blockspace is slipping

1:12:28 Unichain, what's that?

1:16:45 Vitalik "Unichain makes no sense"

1:21:34 Is Unichain good or bad for ETH?

1:27:04 MEV

1:32:34 Relay vs EPBS system

1:35:35 Private order flow

1:39:39 Collusion to sidestep PBS

1:41:54 What's wrong w/ builders & validators colluding?

1:46:30 The advantage of unstaked ETH

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