Blockworks

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Actualités technologiques

Actualités technologiques

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10/12/2022

Don't Fall For The Bear Market Rally | Weekly Roundup

This week, Mark & Mike discuss the recent market rally and dive into wether this is a new bull cycle, or a classic bear market rally. We then discuss the Alameda venture capital portfolio that was released by the FT walking through the $5.4 Billion of investments on the excel spread sheet. To hear all this and more, you'll have to tune in! -- Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Mark: https://twitter.com/MarkYusko Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ -- This episode is sponsored by Curve. Curve is unlike any other credit card. It gives you the power to connect multiple credit and debit cards into one, convert your cashback into crypto rewards, Go Back in Time ®, create Smart Rules, and more. Apply now through https://link.curve.com/blockworks_on_the_margin , you’ll earn $20 in Curve Cash after your first transaction. So sign up today! Terms and conditions apply. -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

10/12/2022

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1 h 8 min
01/02/2024

How Firedancer Will Unlock Solana's Scaling Roadmap | Lucas Bruder, Liam Heeger

Lucas Bruder and Liam Heeger join us to discuss how Firedancer will transform Solana. Lucas (the co-founder of Jito) and Liam (a core engineer at Jump working on Firedancer) are two of the most talented developers in the Solana ecosystem. In this episode, we cover Solana's scheduler challenge, blockspace market dynamics, how Jito impacts transaction efficiency, Firedancer's goal and impact on client diversity, governance, validator profitability, applications for Jito's Stakenet and more! - - (00:00) Introduction (00:56) Solving Solana’s Core Challenges (11:11) The Downstream Effect of Solana’s Network Jitter (14:12) Jito’s Role in Optimizing Solana’s Performance (17:43) Intro to Firedancer and Validator Clients (23:24) DAS London Plug (24:21) Firedancer and Client Diversity (39:27) Why Optimize the Base Layer? (43:28) How Multiple Clients Impact Shipping Velocity (49:56) JitoSOL and Governance Responsibilities (52:33) Validator Profitability (55:18) Stakenet and Restaking (01:02:53) Predictions and Hot Takes - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Follow Lucas: https://twitter.com/buffalu__ Follow Liam: https://twitter.com/CantelopePeel Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources WTF is Stakenet by Lucas https://buffalu.substack.com/p/wtf-is-stakenet Umbra Research https://www.umbraresearch.xyz/ Jito https://www.jito.network/ Jump Trading https://www.jumptrading.com/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

01/02/2024

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1 h 10 min
28/11/2023

Micropayments Are Crypto's Untapped Use Case | Ted Livingston (CEO of Code)

Ted Livingston joins us to discuss crypto's micropayments opportunity and Code's big announcement! Ted is a product legend who built the fastest-growing messenger app (Kik) and is now building the best payments experience in crypto. In this episode, we discuss the history of micropayments, how micropayments unlock new use cases, why Code uses Kin, why Code built an L2 on Solana, Ted's Bitcoin thesis and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:55) Ted’s Story: Building The #1 Messaging App (05:36) Crypto's Micropayments Opportunity (20:52) DAS London Plug (21:50) Breaking News: Code Is Officially Open Source (30:15) Why Code Uses Kin, Not USDC (40:39) Live Micropayments Demo (43:08) Code’s 2024 Roadmap (45:18) How Developers Leverage Code’s SDK (47:18) Unique Use Cases and Institutional Partnerships (51:26) Solana, Code’s L2 and Appchains (01:03:46) Ted’s Bitcoin Thesis - - Follow Ted: https://twitter.com/ted_livingston Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Code Is Now Fully Open Source https://tedlivingston.substack.com/p/code-is-now-fully-open-source Code https://www.getcode.com/ https://twitter.com/getcode Lightspeed's Previous Episode With Ted https://spoti.fi/3T03NzE https://bit.ly/3SWZ8hE - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

28/11/2023

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1 h 9 min
06/01/2023

Winklevoss Twins "Zucked" by Genesis | Roundup

This episode of Bell Curve explores the standoff between the Winklevoss twins (Gemini) and Barry Silber (Genesis/DCG). Is there a resolution or will both companies watch their equity slide to zero? We also discuss Solana's future, the bank run at Silvergate, Cosmos-native USDC, the LSD narrative and more! - - Timestamps: (00:00) Introduction (01:18) Will Solana Survive? (08:58) Winklevoss Twins vs Barry Silbert (27:20) Binance Acquisition Blocked & Coinbase’s Good Luck (30:16) Silvergate Announces $8.1B Fall in Deposits (39:08) Public Equity Proxy Investing (45:22) How Bullish is Native USDC for Cosmos? (53:42) The Liquid Staking Derivative (LSD) Narrative (1:02:34) Tech Layoffs & the Changing Employment Environment - - Follow Vance: https://twitter.com/pythianism Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

06/01/2023

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1 h 14 min
02/12/2022

Erik Voorhees Breaks Down SBF's Dealbook Speech

Recorded November 30th This conversation is from a Twitter spaces with Erik Voorhees moments after SBF gave his interview with Andrew Ross Sorkin at the New York Times DealBook summit. Listen On Spotify: https://spoti.fi/3B4xe9H Listen On Apple: https://apple.co/3UsnTiM — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Erik: https://twitter.com/ErikVoorhees Follow Mike: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ — Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

02/12/2022

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1 h 2 min
09/04/2022

Bonds Smell Risk, Will The Market React? | On The Margin

In this episode I am joined by my colleagues and special guest hosts Jack Farley and Byron Gilliam. We went through a whole range of topics today, beginning with the bond market. We gave everyone an update on the rate hikes that the market is pricing in (spoiler alert: it's a lot), the historic rout happening at the long end of the curve, and how the Fed is likely to respond. We also discussed how to play a bond sell off, and the "risk vs reward" of investing in risk assets at the current time. We also covered the additional tail risk of Shanghai's recent COVID shutdown, and how that may exacerbate the current inflationary impulse. Next we went on to discuss Peter Thiel's recent comments at Bitcoin 2022, in which he decried the "gerontocracy" of Warren Buffett, Jamie Dimon and Larry Fink. He also said that Bitcoin could eventually grow larger than the global stock market, which is currently worth roughly $115 trillion. Next we moved on to the growth of Lightning Network, and the recent announcements that from both Strike and Robinhood. Finally we moved on to discuss Terra's $100 million purchase of AVAX, but for our takes there you will have to tune into the episode. -- Follow Jack Farley: @JackFarley96 Follow Byron Gilliam: @bgilliam1982 Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Listen to this episode on Apple or Spotify. Apple: https://tinyurl.com/mry8y4k3 Spotify: https://tinyurl.com/3vnnkrkw -- Blockdaemon connects businesses to blockchains through 3 key services; staking & delegation, fully managed nodes, and the revolutionary Ubiquity API suite. Blockdaemon has mastered nodes; managing 36k+ of them for major exchanges, financial companies & custodians. With 100% Slashing insurance, you can trust Blockdaemon to connect your business to blockchains. More info at https://onthemargin.link/blockdaemon -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter -- Referenced In The Show: Jim Bianco Thread On Bonds: https://twitter.com/biancoresearch/status/1512106368647536649 Timestamps: (00:00) Introduction (00:36) Permissionless (01:48) The Bond Market (06:20) The Stock Market (12:10) Zoltan Pozsar Calls For Bretton Woods III (16:40) Risk/Reward In Risk Assets (20:20) Lockdowns In Shanghai (25:40) Peter Thiel Bitcoin Miami 2022 Speech (32:05) The Lightning Network (40:35) Blockdaemon Ad (41:45) LFG Acquires $100 Million in Avax (57:18) Final Thoughts

09/04/2022

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1 h 3 min
12/09/2023

Finding the Answer to Crypto's Biggest Problem | Ted Livingston, CEO of Code

Ted Livingston joins us to discuss how to build consumer crypto products that solve problems users actually care about. In 2009, Ted founded Kik, which grew to over 300M users and led the way for today's messaging apps. Ted is now working on Code, a Solana-based payments app that makes it easy to pay anyone, anywhere in the world. In this episode, we cover Ted's learnings from building Kik, why Kik launched Kin and built on Solana, why stablecoins aren't crypto's answer, what the crypto industry got wrong, why Code could be crypto's first mainstream app and more! - - Timestamps (00:00) Introduction (01:01) Building Kik: One of the Fastest Growing Apps in History (08:22) Crypto as a New Business Model (12:03) Why Build on Solana? (19:57) Code’s Design + Live Demo (23:43) Jito Plug (24:46) Kin: Why Stablecoins Aren’t the Answer (30:00) How to Cultivate Unique Ideas (34:43) Focusing on Narratives vs Products (37:05) Crypto's Go-to-Market Failure (40:02) Why Ted’s Still in Crypto (42:15) Thoughts on Social and Stablecoins (46:07) What Crypto Uniquely Enables (51:21) How to Attract New Users (58:06) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Ted: https://twitter.com/ted_livingston Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Code https://www.getcode.com/ https://twitter.com/getcode - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

12/09/2023

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1 h 15 min
04/04/2023

Shining A Light On MEV | Tarun Chitra, Justin Drake

Season 4 | Episode 2 In this episode of Bell Curve, we are joined by Tarun Chitra and Justin Drake to discuss how builders are navigating the complex world of MEV. One of the hottest debates is MEV precedence. What parties in the MEV value chain should accrue MEV? Tarun and Justin give their takes and explain how applications and protocols are approaching this challenge. We then explore MEV auction vs latency games, how L2s complicate MEV, various approaches to MEV reduction and on-chain privacy and more! - - Timestamps: (00:00) Intro: Pre-Interview (02:12) Interview Start (32:00) “Rook Ad” (33:54) MEV Burn (41:45) Should the Application or Protocol Layer Reduce MEV? (48:23) MEV Auction Game Theory (51:55) The Role of Latency (1:04:03) How L2s Increase the Complexity of Latency (1:10:21) Privacy in the MEV Supply Chain (1:26:42) Recap: Post-Interview - - Follow Tarun: https://twitter.com/tarunchitra Follow Justin: https://twitter.com/drakefjustin Follow Hasu: https://twitter.com/hasufl Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - This episode is brought to you by Rook. Close to a billion dollars has already been taken out of users’ pockets through MEV. Rook built a solution that automatically drives this value back to where it belongs: with the users and applications that create it. If you use on-chain products, tell your wallet, favorite app and go-to node provider to use Rook; if you're a developer, message us today to find out how to integrate Rook with your product. Follow Rook on Twitter and them a message at https://twitter.com/Rook. - - Resources: Miners, Front-Running-as-a-Service Is Theft https://www.coindesk.com/markets/2021/04/07/miners-front-running-as-a-service-is-theft/ Ethereum Foundation https://ethereum.org/en/foundation/ - - Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

04/04/2023

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1 h 53 min
14/11/2023

The SOL Bull Case: VanEck | Matthew Sigel, Patrick Bush

Matthew Sigel and Patrick Bush join us to discuss their recent report that predicts SOL to hit $335 by 2030. Matthew (head of crypto research) and Patrick (senior investment analysts) lead VanEck's crypto division. VanEck is a prolific TradFi asset management firm founded in 1955, but that hasn't stopped them from building one of the best research teams in crypto. In this episode, we discuss their Solana bull case, how to value L1s, if DCF valuations are a meme, Solana's biggest challenges, Cosmos vs Ethereum vs Solana, macro's impact and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:48) VanEck’s Path to Investing in Crypto (03:53) Investing in Smart Contract Platforms (06:39) The Solana Bull Case (17:53) Firedancer Questions (24:18) Integrated vs Modular Ecosystems (31:09) DAS London Plug (32:06) What Metrics Matter? (34:12) ETF Approvals and VanEck’s Philosophy (37:28) How to Value an L1: The DCF Meme (42:16) What About Cosmos? (48:36) Macro and a Multipolar Future (54:02) Favorite Verticals in Crypto (58:00) Rapid Fire - - Follow Matthew: https://twitter.com/matthew_sigel Follow Patrick: https://twitter.com/Patrick_Bush_VE Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources VanEck’s Base, Bear, Bull Case: Solana Valuation by 2030 https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

14/11/2023

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1 h 9 min
24/11/2023

Airdrop Season: Can Solana Handle The Surging Demand? | Mert Mumtaz, Garrett Harper

Did Pyth's airdrop overwhelm the Solana network? Was the degraded user experience an application fault, the result of a crude fee market or a stability issue? Garrett and Mert answer these questions in today's roundup. We also cover the SEC's attack on crypto, Solana's airdrop season, the changing L2 sentiment, Bonk's meteoric rise and more! - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use BLACKROCKLIGHTSPEED to get 20% off your ticket! Sign up now because the price goes up every month and the discount code expires November 27th! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (00:00) Introduction (00:23) The SEC vs Kraken, SOL and Airdrops (6:03) Pyth’s Airdrop and Solana’s Network Stability (13:46) Priority Fees, Jito and Out-Of-Network Payments (17:33) The Changing L2 Sentiment (26:08) Coinbase Continues to Ignore Solana (29:31) Will L2s Ever Be Immutable? (33:48) Durable Nonces and Preconfirmations (39:18) Product vs Decentralization (44:20) Bonk’s Meteoric Rise (47:18) Gameable Metrics, Onchain Identity & Competition - - Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Dune's Headmaster https://twitter.com/andrewhong5297 A Guide to Solana for Ethereum Analysts https://read.cryptodatabytes.com/p/a-guide-to-solana-for-ethereum-analysts - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

24/11/2023

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1 h 8 min

Blockworks is a data and software platform for crypto markets. It offers investor relations software, a data API, and a market research platform to its users that span across crypto-native startups and traditional institutions. The company’s focus on consistent data models and repeatable analytical frameworks enables it to be the operating system for the next generation of financial markets.