Mike Ippolito, co-founder of Blockworks, and Jon Charbonneau, co-founder of DBA, delve into the challenges facing Ethereum amidst the rise of competitors like Bitcoin, Solana, and Celestia. They discuss Ethereum's need for a unified vision and strategic decision-making to enhance its identity and market presence. The conversation highlights Ethereum's strengths in liquidity and versatility while also examining the importance of user engagement. They draw parallels with Amazon's growth, suggesting that clearer governance could solidify Ethereum's competitive edge.

In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview over the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization. __ Timestamps: (00:00) Intro (02:42) Interview start (03:44) Jon's work week (08:04) ChatGPT & writing (10:57) Jon's start in crypto (14:45) How to pick things to work on (17:08) Outsider's perspective on crypto (19:05) Jon's research process (22:00) Jon's proudest moment in crypto (23:06) Crypto Infrastructure overview (29:58) Why crypto infrastructure is interesting (35:57) Rollup decentralization overview (42:44) Challenges decentralizing the sequencer (47:46) Ethereum vs Cosmos approach to governance & decentralization (53:35) User ability to opt out (56:37) Staking vs. governance deciding sequencers (01:08:31) L3s (01:13:34) Superchain (01:16:38) Summary of rollup decentralization (01:21:08) Outro __ Hasu - https://twitter.com/hasufl Jon Charbonneau - https://twitter.com/jon_charb UCC2 - https://twitter.com/UCC2_xyz Website - https://ucc2.xyz __ Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.

Jon Charbonneau, co-founder of DBA and a noted Ethereum economics researcher, challenges the notion of ETH as 'ultrasound money.' He argues that this idea may be a myth, delving into Ethereum's dual nature as both an asset and consumable. The discussion explores Ethereum’s profitability, the transition to proof of stake, and the complexities of its financial dynamics. Charbonneau also shares advanced models predicting Ether's future, which could reshape how we understand its value and competition within blockchain networks.

Jon Charbonneau, investor and researcher in Solana and Ethereum, discusses SVM adoption for Solana, rollups scaling Ethereum, convergence of integrated and modular chains, and what Ethereum and Solana can learn from each other. They also explore end-user verification, writing tips for crypto, and the impact of SVM Roll Up for Eclipse on Solana's future.

Jon Charbonneau, co-founder of DBA and a prolific writer, joins for an engaging discussion on Ethereum's challenges. He explores the ambiguous direction of Ethereum compared to Solana's clear purpose as a decentralized NASDAQ. The conversation dives into the importance of a unified mission in Ethereum, the complexities of its ecosystem, and the emerging solutions for on-chain risk management. Charbonneau also shares insights on the future of crypto applications, emphasizing practical use cases over fleeting trends.

Jon Charbonneau, co-founder and General Partner at DBA, discusses the challenges of valuing decentralized networks like Bitcoin and Ethereum. He explains why traditional equity models falter when applied to these assets and reveals the tax inefficiencies impacting staking rewards. The conversation also delves into Layer 2 solutions and their complexities, questioning whether they enhance or hinder Layer 1 blockchains. Finally, Jon tackles the sustainability of these networks in the long run, offering a comprehensive look at crypto valuation.

Delve into building high-performance blockchains with Monad, focusing on EVM compatibility, parallel execution, and state database design. Learn about hardware requirements, L1 competition, and community building. Explore collaborations with Arbitrum, wallet security, and comparisons with Solana for state access. Dive into community engagement, on-chain activity evolution, and blockchain business models.

Investor and researcher Jon Charbonneau discusses the adoption of SVM, rollups on Ethereum, the convergence of integrated and modular chains, the value of end-user verification, and the differences between Solana and Ethereum ecosystems. They also touch on writing about crypto and the importance of concise writing styles.

In this engaging discussion, Neel Somani, CEO of Eclipse, and Jon Charbonneau, a researcher-investor at DBA, dive deep into Data Availability (DA) and its business potential. They explore how DA affects the success of decentralization, touching on the economics behind it and market players like Celestia. The duo also breaks down the implications of DA for Layer 1 and Layer 2 solutions, evaluates cost efficiency trends, and forecasts the future of decentralized applications in a rapidly evolving blockchain landscape.

Exploring the impact of Jito on Solana, MEV issues, Ethereum's Denkoon upgrade, data availability, Layer 3 solutions, meme coins, and Solana's fee market. Discussing Monad's EVM compatibility, blockchain scalability, and the state of crypto in 2024. Delving into rollups, Solana's value accrual, and the challenges of scaling in the crypto space.