The Gwart Show | Blockspace Media

Blockspace Media

Through conversations with crypto’s brightest lights, Gwart embarks on a one-man crusade to find the real value of cryptocurrency. Once weekly episodes with guests. Pseudonymous, Gwart is a crypto-Twitter troll and thinkboi seeking answers to non-existent problems in blockchains. Follow along for the most colorful conversations in crypto.

  1. 2 दिन पहले

    Inside Tempo: Stripe's New L1 For Payments

    Mallesh, formerly Special Mechanisms Group and Rice University joins us to talk about his move to Tempo, Stripe's new payments-first blockchain.We dive into why they built another L1, multi-stablecoin architecture, MEV challenges in payments, with credible neutrality Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Tempo is designed for fast finality payments • Stablecoin agnostic w/ AMM • Reserved block space for payment txns • Cross-border wire transfers are still broken for traditional systems Timestamps: 00:00 Start 00:25 Who is Malesh? 01:50 Special Mechanisms Group 03:49 Consensys05:34 Tempo 08:14 Advantages of Tempo 10:36 Specific Tempo designs 13:58 Fungible stablecoins 14:44 Tether & economies of scale 18:14 Validator set 22:45 Payments Only blockspace 25:51 Malesh's title 26:58 Products 28:36 Tempo AMM 30:33 Remittance use case 35:16 International transfers & corespondent banks 41:26 Are banks cooked? 43:30 Why a new Layer 1? 48:08 Credible neutrality 50:36 Crypto Twitter is now the kiddie pool 54:45 The future of proof of Stake is... trust 1:04:03 MEV memory hole The Gwart Show is sponsored by Ellipsis Labs, the builders behind Atlas, a blockchain for verifiable finance and Phoenix, an on-chain orderbook DEX with over $50 billion in unincentivized volume. If you’re interested in a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. Learn more and apply on Twitter at @Ellipsis_Labs and @atlasxyz. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 घं॰ 8 मि॰
  2. 14 सित॰

    Bitcoin miners are front & center for the new energy trade

    Rory Murray, Director of Digital Asset Management at Cleanspark, joins us to discuss his journey from global macro investing to leading Bitcoin mining operations, the Griid acquisition, cost structures, hedging strategies, and how the business is evolving into a hybrid energy‑finance powerhouse. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Clean Spark: “America’s Bitcoin miner” Margins shrink toward zero over cycles Hedging via covered calls at $65K Power contracts lock in multi‑million deals Bitcoin used as collateral for loans Goal: monetize megawatts, not just hash Timestamps: 00:00 Start 04:38 GRIID role 14:36 Managing BTC treasury 20:21 HODL strategy 24:09 Ellipsis Labs 25:10 Miners vs Treasury Companies 33:22 Miners could be better treasury companies 55:14 What is "cost to mine 1 BTC"? 58:50 Miners will fail 1:04:16 Future miner income diversity 👋 Watch on your podcast player of choice! Apple http://tiny.cc/e7wuwz Spotify https://tinyurl.com/aj3ymv6h RSS http://tiny.cc/wbwuwz YouTube https://tinyurl.com/4kwhu4s7 The Gwart Show is sponsored by Ellipsis Labs, the builders behind Atlas, a blockchain for verifiable finance and Phoenix, an on-chain orderbook DEX with over $50 billion in unincentivized volume. If you're interested in a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. Learn more and apply on Twitter at @Ellipsis_Labs and @atlasxyz. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 घं॰ 14 मि॰
  3. 7 सित॰

    CRYPTOMOMMY (SEC Commissioner Hester Peirce)

    SEC Commissioner Hester Peirce joins us to talk about the evolving crypto regulatory landscape—from the Clarity Act and the Howey test to protocol ownership, governance tokens, and the challenges of MEV. She shares insider perspectives on market‑structure bills, self‑custody, and what regulators really care about in decentralized finance. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Fit‑21 introduced market‑structure framework. Clarity Act pending in House & Senate. SEC can use existing authority for interim rules. Token offerings lack suitable registration exemptions. Governance tokens may or may not be securities. MEV remains a regulatory gray area. Timestamps: 00:00 Start 00:32 Market structure bills 02:22 Securities vs commodities 06:33 Why wasn't the SEC process working? 08:39 Protocols are just a set of rules 12:21 Smart contract & multisig structures 16:30 Token distribution matters 18:45 Other factors for designation 21:36 Ellipsis Labs 22:37 Custody 26:08 Bridges & multisig 27:57 Memecoins 32:38 Lobbying & education 42:22 Tokenizing equities 44:19 Governance tokens 48:56 Self custody of tokenized equities 51:47 MEV 52:59 Single sequencer 👋 Watch on your podcast player of choice! Apple http://tiny.cc/e7wuwz Spotify https://tinyurl.com/aj3ymv6h RSS http://tiny.cc/wbwuwz YouTube https://tinyurl.com/4kwhu4s7 The Gwart Show is sponsored by Ellipsis Labs, the builders behind Atlas, a blockchain for verifiable finance and Phoenix, an on-chain orderbook DEX with over $50 billion in unincentivized volume. If you're interested in a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. Learn more and apply on Twitter at @Ellipsis_Labs and @atlasxyz. Learn more about your ad choices. Visit megaphone.fm/adchoices

    56 मिनट
  4. 31 अग॰

    Seeker launch & Solana's future w/ Toly

    Anatoly from Solana joins us to talk about the recently launched Seeker phone and its strategy to break Apple/Google's 30% monopoly through crypto-native distribution. We dive deep into Hyperliquid's centralized matching engine vs Solana's decentralized approach, Bitcoin as digital gold vs investment, the meme coin phenomenon, and why hardware might be key to building alternative app ecosystems. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Seeker sold 150K units targeting crypto users • Apple/Google charge 3000 basis points (30%) • Spreads dropped from 5bp to sub-2bp in a year • Hyperliquid has 30K daily active traders • Bitcoin works same at $10K or $100K price • 1% terminal inflation rate discussion Timestamps: 00:00 Start 00:23 SOL Secret Phone 02:31 Replacing App Stores 04:29 User migration 06:42 Why mkae hardware 08:52 Spending resources on phone dev 09:36 Hyperliquid's effect on Solana 11:12 Perp Dex on Solana? 19:30 Centralized coordinators galore! 24:39 Solana narratives 27:59 Censorship resistance, no, seriously... 36:20 Memecoin chain or not? 37:27 Tether can print unlimited tokens 41:33 Solana slashing 43:02 Special snowflake BTC 53:03 Tokenomics of SOL 58:05 SOL treasury companies 1:02:00 SOL treasury company risks 1:04:17 Base is an L1, deal with it 1:05:44 Base vs SOL 1:08:20 Memecoin supply Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 घं॰ 11 मि॰
  5. 17 अग॰

    Inside Dark Pools On Solana With Benedict

    Welcome back to The Gwart Show! Today, Benedict Brady, former quant trader and founder of Meridian joins us to talk about Solana's dark pool ecosystem, Jupiter's market dominance, the move from traditional AMMs to sophisticated trading infrastructure, MEV wars, and how his AI-powered trading assistant is changing crypto trading interfaces. Timestamps: 00:00 Start 00:19 Benedict intro 02:32 Solana focused work 05:14 Solana market evolution 13:03 RFQ vs Dark AMM 15:24 Partial RFQ Fills 17:17 Dark AMMs in practice 19:58 Define "Dark" 23:46 Why Jupyter? 27:45 Dark AMM big unlock? 30:19 Deep thoughts... 32:14 Are Solana spreads tight? 36:02 Wintermute 37:19 Why the secrecy? 40:01 Hello MEV, my old friend 45:26 Gwart the Bitcoin Maxi (or not) 49:23 SOL vs ETH 52:44 App sequencing 55:33 Perp DEX is actually an L2 58:35 BAM 59:36 Permissionless building 1:04:29 Meridian 1:07:11 LLM trading 1:09:27 AI + Crypto killer apps 👋 Watch on your podcast player of choice! Apple http://tiny.cc/e7wuwz Spotify https://tinyurl.com/aj3ymv6h RSS http://tiny.cc/wbwuwz YouTube https://tinyurl.com/4kwhu4s7 The Gwart Show is sponsored by Ellipsis Labs, the builders behind Atlas, a blockchain for verifiable finance and Phoenix, an on-chain orderbook DEX with over $50 billion in unincentivized volume. If you're interested in a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas.Learn more and apply on Twitter at @Ellipsis_Labs and @atlasxyz. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 घं॰ 14 मि॰
  6. 10 अग॰

    Making Bitcoin cheap to spend with Ark

    Welcome back to The Gwart Show! Today, Alex B from Ark Labs joins us to talk about the Ark protocol and Arkade implementation - a Bitcoin layer 2 that uses transaction batching and virtual UTXOs to scale Bitcoin beyond Lightning. We explore how Ark competes with roll-ups, enables Bitcoin capital markets, and could transform Lightning's UX while maintaining self-custody. Alex explains the technical innovations, use cases from payments to lending, and why this could be Bitcoin's answer to Ethereum's scaling solutions. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Phoenix wallet charges 0.4% per transaction • Bitcoin market cap reached $2 trillion • Roll-ups rely on bridge security assumptions • Ark enables unlimited swap throughput Chapters: 00:00 Start 01:03 What is Ark? 13:34 Sequencers 16:15 Why rollups? 23:47 Security Counsel 28:17 Ellipsis Labs 29:18 EVM vs Ark 35:41 Arkade's killer app 51:30 Bitcoin payments 1:02:17 All innovation comes back to Bitcoin 1:12:12 Fragmented liquidity 1:15:35 Open source 1:19:42 Wen Arkade beta? 👋 Watch on your podcast player of choice! Apple http://tiny.cc/e7wuwz Spotify https://tinyurl.com/aj3ymv6h RSS http://tiny.cc/wbwuwz YouTube https://tinyurl.com/4kwhu4s7 The Gwart Show is sponsored by Ellipsis Labs, the builders behind Atlas, a blockchain for verifiable finance and Phoenix, an on-chain orderbook DEX with over $50 billion in unincentivized volume. If you're interested in a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. Learn more and apply on Twitter at @Ellipsis_Labs and @atlasxyz. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 घं॰ 23 मि॰
  7. 3 अग॰

    Hyper Gamble to Wealth (w/ Felix Jauvin)

    Felix Jauvin, Macro Economist and host of Forward Guidance podcast, joins us to talk about the regime shift from monetary to fiscal dominance, why Bitcoin and risk assets are hitting all-time highs despite high interest rates, the treasury company revolution led by MicroStrategy, and why "hyper gambling your way to wealth" has become a rational strategy in our current economic environment. Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • US running 7% GDP deficit during full employment • Bitcoin at ATH despite 5% interest rates • MicroStrategy's 0% coupon convertible bonds • Stablecoins can't pass yield to holders • Treasury companies trading above NAV • Fiscal dominance replacing monetary policy Timestamps: 00:00 Start 00:50 Felix background 01:57 TradFi history 05:51 Current market outlook 11:48 10 yr prediction 16:37 Firing the Fed Chairman 21:29 Stablecoins 26:47 Long degens, short society 29:09 Where's my altcoin summer! 32:08 Elipsis Labs 33:09 Hyperliquid 38:21 Place your bets or eat bugs, you choose 44:40 Remember Etherium... what happened to those guys? 48:34 A black hole for capital = NGU 55:27 MSTR failure state 59:22 management teams 1:01:57 Discount to NAV, harbinger of death 1:04:11 Advice for plebs 👋 Enjoy the clip? Click below to listen on a podcasting app! Apple http://tiny.cc/e7wuwz Spotify https://tinyurl.com/aj3ymv6h RSS http://tiny.cc/wbwuwz YouTube https://tinyurl.com/4kwhu4s7 👋 The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product @PhoenixTrade is the leading orderbook DEX on Solana. The team is growing—visit ellipsislabs.xyz for engineering opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 घं॰ 8 मि॰

परिचय

Through conversations with crypto’s brightest lights, Gwart embarks on a one-man crusade to find the real value of cryptocurrency. Once weekly episodes with guests. Pseudonymous, Gwart is a crypto-Twitter troll and thinkboi seeking answers to non-existent problems in blockchains. Follow along for the most colorful conversations in crypto.

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