The Rollup
The RollupEpisodes
Episodes of The Rollup
Mark All
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One of our core beliefs is the acceleration of experimentation in crypto. We believe that continuously testing novel incentive designs will lead to better results in the future. That being said, not every mechanism is going to work.Today, we
The modular thesis is growing week by week.We are seeing the rise of new L2s and appchains happening at a rapidly accelerating pace now.Our second podcast as a team featuring Sam Kazemian from Frax Finance is here.Frax started its journey
LM ๐ค ๐ฅฑDid you know that Celestia was originally called LazyLedger? The idea behind this laziness stems from Celestia's minimalistic properties. By solely focusing on data availability with minimal smart contracts & execution, Celestia is ab
Horizontal or vertical scaling...which way, western man?In today's discussion, we're taking a closer look at Nil's strategic approach to blockchain scalability, focusing on the integration of horizontal scaling for Ethereum. We discuss the cor
The general idea and thesis we share is that we will see 1000s of appchains and the frameworks which are building for that future are in a good spot. In addition, we also believe there will be a ton of zkVMs (as introduced to us by Cem during t
At what point does ideological alignment affect your technological decision making?The essence of Ethereum alignment involves a commitment to its core principles โ decentralization, security, permissionlessness, and scalability. This deep-root
Rollups as we know them today are more centralized than we'd like.Basically, rollups operate using a secure multi-sig and centralized sequencer for transaction batching and ordering.This isn't good for a multitude of reasons, notably censorsh
Today marks a very special day for many DeFi founders, builders, and power users.Today is the launch of the transferable $SAFE token, for the safe multisig users on Ethereum mainnet. The tokens had to be claimed many months, if not years, ago
The evolution of the modular thesis doesn't go without saying Osmosis and the Cosmos ecosystem.Being the hub of liquidity for the modular ecosystem assets (TIA, DYM, OSMO), Osmosis plays an important role for the space.In today's interview
The convergence of AI and crypto is particularly interesting to us. We've been doing research and are really coming around to the idea that AI might be the major unlock for crypto, especially for onchain usage.If you're completely new to the c
The spotlight on modularity continues.After Modular March, its been obvious to us to stay heads down building with a strong focus on modular blockchains and the projects leading the way for this sector. Today, we do a technical deep dive into
The future of AI is a divergent path.On one hand, we have the use of AI for the benefit of all and advancement of our society.On the other, thereโs a world where the power dynamic between humans and computers becomes imbalanced and we are as
As we wrap up Modular March, we had one of the early believers in modularity and early angel investor in prominent projects (EigenDA, Avail, and others) to discuss the state of the crypto markets.We discussed the nuanced interplay between tec
Another episode with an Ethereum scaling OG, Nick Dodson, who pioneered the original idea of optimistic rollups before they were the norm. Nick is actually also working on an innovative concept called fast finality optimistic rollups, which we
The core innovation of data availability in the modular landscape revolves around minimalism.Due to the minimal smart contract execution capabilities of altDA chains, they can focus solely on providing a specialized service of data verificati
Not sure we need to write too much about this one!We mostly laughed and had a good time while understanding the definitions of some key terms in the space. Togruhl, one of the early Ethereum contributors and Scroll co-founders, gave us a pres
Finally! Wormhole $W token is here. After a three year journey of shipping filled of ups and downs, Wormhole has announced they are taking the path to decentralizing their community.If you've been navigating the onchain world, you've probably
Typically, you wouldnโt think of Solana having a strong footing in the modular thesis. After all, the design choices they have elegantly pioneered (credit where credit is due) revolve around scaling a single state machine.This simply wonโt sca
We really enjoyed this presentation.While weโve had multiple shared sequencers talks on Modular March, each one has been far different. Todayโs deep dive is around the game theory and incentive designs behind creating a rollup ecosystem which
Weโve heard of the fragmentation problem many times in Modular March, and weโve came to learn of a variety of solutions like shared sequencing, intents-based interop, and more.Today, in less than 10 minutes, we hear the vision from Availโs hea
If you are modular-pilled this will be a refreshing short chat.If you want to understand the counterargument to building in a modularized fashion, youโll enjoy this.Andy sat down with Avery Chang, co-founder of Aptos to discuss his perspect
What an interesting conversation this was. Going way back to the core ethos of cryptoeconomic systems, we took a bit of a journey through PoW, PoS, and now modularity. It was quite a different presentation from the previous Modular March epis
Again, we find ourselves returning to the interoperability and fragmentation problem of the modular expansion. Weโll keep it real, there is nothing innovative of building hundreds of siloed execution environments.Even if you value sovereignty
After our episode with Tarun Chitra about value accrual in the modular stack, as well as thinking about it deeper weโve came to our own conclusions.Josh Bowen, ex-Celestia team, and now founder of Astria blew it all out of the water today.Com
The checkered cross-chain past is something you just had to live through to understand.We tend to think the best have survived and the unfortunate events of 2021-2022 have led to a completely different way of thinking about interoperability se
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