Layer One

The Block
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The Layer One podcast, created in collaboration with Avalanche, features co-hosts Kelvin Sparks and John Wu as they unpack the real forces driving the crypto market forward. Through candid conversations with the industry’s true movers and shakers, the show delivers clear, grounded insights that cut through the noise.

  1. 11 jun

    Blockchain Capital’s Contrarian Bet on Crypto’s Next Decade

    In Episode 15 of Layer One, The Block’s Kelvin Sparks and co-host Ava Labs President John Wu are joined by Blockchain Capital General Partner Spencer Bogart. The conversation explores stablecoins, prediction markets, token value accrual, privacy, public versus private blockchains and why the most valuable crypto applications of the future may not even exist today. OUTLINE00:00 - Introduction02:01 - Things That Don't Exist05:25 - Token Buybacks09:11 - Privacy Challenge11:06 - Regulation vs Privacy12:17 - Value Accrual Debate13:59 - Public vs Private Chains17:43 - The Great Repricing20:42 - Stablecoin Adoption28:06 - Prediction Markets45:18 - Crypto's Next Opportunity Guest links:Spencer Bogart - https://x.com/CremeDeLaCryptoBlockchain Capital - https://x.com/bcap Host links:Kelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠John Wu - ⁠⁠⁠https://x.com/John1wuThe Block - https://x.com/TheBlockCoAva Labs - https://x.com/avalabs--------------------------------------------------------------------------------- Subscribe to The Block's Newsletters! 🚨 Breaking News👨‍🔬 Expert Analysis📈 Market Insights Subscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    52 min

  2. 28 may

    Stablecoins Are Creating a New Financial System

    In Episode 14 of Layer One, The Block’s Kelvin Sparks and co-host Ava Labs President John Wu are joined by OpenTrade CEO David Sutter and Mercury Partner Samantha Lewis to break down the rapid growth of stablecoins and why yield infrastructure could become one of the most important layers of the onchain financial economy. OUTLINE00:00 - Introduction01:26 - Bitcoin Origins02:46 - Mercury’s Thesis06:09 - Stablecoins Win08:47 - Yield Infrastructure11:58 - OpenTrade’s Model20:59 - Stablecoin Adoption31:32 - Clarity Act38:07 - AI and Blockchain51:46 - Bear Market Builders55:31 - Closing Thoughts Guest links:David Sutter - https://x.com/btc_daveSamantha Lewis - https://x.com/sjolewisOpenTrade - https://x.com/opentrade_ioMercury - https://x.com/mercuryfund Host links:John Wu - ⁠⁠⁠https://x.com/John1wuKelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠The Block - https://x.com/TheBlockCoAva Labs - https://x.com/avalabs--------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    56 min

  3. 11 may

    Dinari’s Anna Wroblewska on Bringing US Stocks Onchain

    In Episode 13 of Layer One, The Block’s Kelvin Sparks and co-host Ava Labs President John Wu are joined by Anna Wroblewska, Chief Business Officer at Dinari, to break down how tokenized equities are expanding access to U.S. capital markets globally. She explains Dinari’s custodial model, how liquidity is sourced across traditional and onchain markets, and why infrastructure, not speculation, is the real unlock. OUTLINE00:00 - Introduction01:32 - What Dinari Is03:21 - Institutions Arrive06:01 - Tokenized Trades08:38 - 24/7 Markets13:24 - Why B2B Rails16:18 - Regulation and Access24:31 - Global Investor Demand30:29 - S&P Digital Index47:54 - DeFi and Collateral Guest links:Anna Wroblewska - https://x.com/annabelleactaDinari - https://x.com/DinariGlobal Host links:John Wu - ⁠⁠⁠https://x.com/John1wuKelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠The Block - https://x.com/TheBlockCoAva Labs - https://x.com/avalabs --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    54 min

  4. 29 abr

    How Tassat and Lynq Are Rebuilding Financial Infrastructure

    After appearing in recent episodes, Ava Labs President John Wu officially joins Layer One as co-host. 🥳 In Episode 12, he joins Kelvin Sparks alongside Andre Frank, COO of Tassat, and Jerald David, CEO of Lynq, to discuss how Tassat and Lynq are rebuilding financial infrastructure with real-time settlement and yield-bearing assets on Avalanche. The conversation covers the shift from legacy banking rails to always-on blockchain systems, capital efficiency through “yield in transit,” and the growing demand from institutions for compliant, risk-managed solutions. OUTLINE00:00 - Introduction01:38 - Tassat Background03:37 - What Lynq Is05:55 - Episode Overview06:42 - Avalanche Migration08:48 - Why Avalanche10:57 - Institutional Adoption17:15 - Regulation and Compliance25:23 - Yield in Transit36:59 - Real-World Use Cases Guest links:Andre Frank -    / andre-frank  Tassat - https://x.com/tassatgroupJerald David -   / jerald-david  Lynq - https://x.com/Lynq_Network Host links:John Wu - ⁠⁠⁠https://x.com/John1wuKelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠The Block - https://x.com/TheBlockCoAva Labs - https://x.com/avalabsAvalanche - https://x.com/avax --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    50 min

  5. 20 abr

    Inside Bitwise’s Avalanche ETP and Institutional Strategy with Matt Hougan

    In Episode 11 of Layer One, The Block’s Kelvin Sparks and special co-host Ava Labs President John Wu are joined by Matt Hougan, CIO of Bitwise, to discuss the launch of the Avalanche ETP and how institutional investors are approaching crypto exposure. He breaks down the rapid expansion of tokenized real-world assets, the role of ETFs in onboarding capital, and why this cycle may differ from previous ones. OUTLINE00:00 - Introduction01:40 - Avalanche ETP Overview02:45 - ETF Differentiation04:34 - Staking and Yield06:19 - Institutional Strategy09:04 - Competing L1 Models14:22 - Bitcoin Price Thesis18:49 - Dual Market Narratives21:57 - Institutional Capital Flows30:02 - AI and Crypto Future Guest links:Matt Hougan - https://x.com/Matt_HouganBitwise - https://x.com/BitwiseAva Labs - https://x.com/avalabs Host links:John Wu - ⁠⁠⁠https://x.com/John1wuKelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠ --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    44 min

  6. 2 abr

    How Securitize is working with NYSE to bring equities onchain

    In Episode 10 of Layer One, The Block’s Kelvin Sparks and special co-host Ava Labs President John Wu are joined by Carlos Domingo, CEO of Securitize, to discuss the rapid rise of tokenized financial assets and what it takes to bring them into regulated markets. The conversation also covers regulatory clarity, BlackRock’s role in accelerating the space, and how tokenized assets will reshape capital markets over the next decade. OUTLINE00:00 - Intro00:52 - Background and Origins01:45 - First Tokenized Securities Trade03:30 - Early Institutional Adoption04:36 - NYSE Tokenization Partnership07:05 - Why Public Equities First09:57 - From Why to What11:10 - Why Avalanche Was Chosen12:48 - Compliance and Settlement17:15 - What Drove Adoption Guest links:Carlos Domingo - https://x.com/carlosdomingoSecuritize - https://x.com/SecuritizeJohn Wu - https://x.com/John1wuAva Labs - https://x.com/avalabs Host links:Steven Gates - ⁠⁠⁠https://x.com/stvngts⁠⁠⁠Kelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠--------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today👉 ⁠⁠⁠https://theblock.co/campus

    32 min

  7. 18 mar

    Why tokenized assets are DeFi’s biggest unlock

    In Episode 9 of Layer One, The Block’s Kelvin Sparks and Hypha founder Steven Gates were joined by Nicholas Kunkel (Chronicle) and Rhett Shipp (Avant) to break down the current state of DeFi and what’s actually holding the industry back. They argue that core primitives are already built, and the real unlock lies in tokenized assets, improved liquidity, and seamless integration with traditional finance. The conversation also explores stablecoin economics, DAO limitations, on-chain credit markets, and what founders need to succeed in crypto today. OUTLINE00:00 - Intro01:11 - Getting Into DeFi04:38 - Early MakerDAO Days08:43 - Where Value Accrues12:23 - Yield and Stablecoins17:56 - How DeFi Yield Works23:34 - SubDAOs and Governance30:33 - Do We Need New Primitives36:25 - Tokenized Assets Unlock53:55 - Founder Advice Guest links:Rhett Shipp - https://x.com/RhettShippAvant - https://x.com/avantprotocolNiklas Kunkel - https://x.com/nomos_paradoxChronicle - https://x.com/ChronicleLabs Host links:Steven Gates - ⁠⁠⁠https://x.com/stvngts⁠⁠⁠Kelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠ --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    1 h 9 min

  8. 25 feb

    Supply, demand and durability: A framework for surviving cycles

    In Episode 8 of Layer One, The Block’s Kelvin Sparks and Hypha founder Steven Gates were joined by Santiago R. Santos of Inversion Capital. He explains why many crypto token valuations are structurally flawed and outlines his framework for investing in durable, cash-flow-supported adoption, with a focus on B2B stablecoin use cases. The group debates how to value crypto beyond tribal narratives, arguing that many token prices overpay for a future that still requires regulatory clarity and real demand for blockspace.  OUTLINE00:00 - Intro00:00:27 - Scope and disclaimer00:01:41 - FDV and investor framing00:04:02 - Valuation bias00:12:23 - Investing through cycles00:21:44 - Choosing Avalanche infrastructure00:28:29 - Retrofitting real businesses00:35:46 - Who’s building this model00:41:52 - Writing, thinking, first principles00:50:16 - Fieldwork beats theory00:52:53 - Asking the right questions01:00:23 - TGE and FDV reality01:07:30 - Final takeaways Host/Guest links:Santiago R Santos - twitter.com/santiagoroelInversion Capital - twitter.com/inversion_capSteven Gates - ⁠⁠⁠twitter.com/stvngts⁠⁠⁠Kelvin Sparks - ⁠⁠⁠twitter.com/imyoungsparks⁠⁠⁠ --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters!🚨 Breaking News👨‍🔬 Expert Analysis📈 Market InsightsSubscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto?🧠 Find top talent fast with Campus, powered by The Block!✅ Challenge candidates with our Crypto Assessment Test⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

    1 h 9 min
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Información

The Layer One podcast, created in collaboration with Avalanche, features co-hosts Kelvin Sparks and John Wu as they unpack the real forces driving the crypto market forward. Through candid conversations with the industry’s true movers and shakers, the show delivers clear, grounded insights that cut through the noise.

Ficha técnica

  • Creado por
    The Block
  • Años en activo
    2025 - 2026
  • Episodios
    15
  • Clasificación
    Explícito
  • Derechos de autor
    © 2026 The Block
  • Sitio web del podcast
    Layer One

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