Credible Commitments

Apriori
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Credible Commitments is an independent Ethereum podcast hosted by apriori. The podcast provides a platform for earnest builders to discuss market structure, products, and philosophy. Credibility is upstream of trust. Knowledge is downstream of both. Choose wisely.

  1. قبل يوم واحد

    The Crypto Meta - Q4 2026

    In this episode of Credible Commitments I chat with Ceteris, Head of research at Delphi. Ceteris breaks down equities, ZEC, HYPE, Fomo, Robinhood chain, ETH, Solana governance, and why its a token picker's market. Timestamps (0:00) - Breadth across the S&P tape(1:50) - HYPE, VVV, ZEC(3:46) - Debasement trade & MSTR(6:09) - Robinhood Chain(10:36) - Social trading & Fomo strategy(13:19) - The big meta for crypto(16:19) - ZEC has asymmetric upside(19:00) - HYPE vs. ZEC over 5 years(24:32) - Prediction markets & super apps(29:03) - Robinhood Chain(34:43) - COIN vs. HOOD vs. HYPE over 5 years(39:42) - ETH is money(43:08) - Solana governance votes & platform risk(46:47) - FX is the holy grail(50:11) - Crypto is the best place for capital formation(53:13) - It's still a token picker's market-- Disclosure: Credible Commitments is an independent podcast. These are opinions of the host and guest alone. Nothing here is financial, legal, or tax advice. The host owns positions in ZEC, ETH, & HOOD. -- Ceteris on X: https://x.com/ceterispar1bus   Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    The Crypto Meta - Q4 2026

  2. ١٢ سبتمبر

    Seeking Alpha & the State of the Crypto Market

    In this episode of Credible Commitments, I chat with Chang—operator, builder, and crypto native. Chang unpacks why Robinhood chain is winning users and developers, the future intersection of content and casino games, the state of perps trading, and how incentives drive human behavior.Timestamps(00:33) - The class of 2021(03:58) - Data collection for robots(08:12) - Robinhood is winning devs & traders(10:42) - Things can still get crazier(12:49) - Intersection of content & casino games(17:14) - The future of prediction markets(19:40) - On the growth of perps(21:55) - Mobile UX for perps trading(26:09) - Future trading UIs(28:24) - RWA fragmentation and use cases(31:36) - CEXs going after RWA market share(33:09) - Bull case for Ethereum(37:17) - There is still a future for more L1s(39:24) - Token vs. equity(42:52) - Number go up incentivizes competition(44:40) - Customer acquisition and GTM strategies(46:05) - Zoomers love AI & Psychosis(47:05) - Seeking alpha-- Chang on X: https://x.com/chang_defi  Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    Seeking Alpha & the State of the Crypto Market

  3. ١١ سبتمبر

    Ethereum & the case for Fast Slots

    In this episode of Credible Commitments I chat with Barnabé Monnot—founding member of Ethlabs. We make the case for Quick Slots: a quintessential upgrade for Ethereum. Later we discuss fast finality, L1 & L2 strategy, and Fast Confirmation Rule (FCR).--Timestamps(00:57) - Why Ethlabs now(04:42) - Moving faster, product focus(07:38) - The founder journey so far(11:12) - Quick Slots are a major unlock(16:40) - Why quick slots for Hegota and not J*(21:34) - Clearing the three hurdles for shorter slots(24:02) - PQ architecture & smart contract dependency(28:08) - Steel-manning Faster Slots(33:08) - Validator consolidation & decoupling consensus(36:53) - Fast Confirmation Rule (FCR)(41:57) - FCR GTM strategy & adoption(46:28) - Fast Finality & Trade-offs(49:56) - L1 & L2 symbiosis(56:02) - Based rollups(59:10) - An L1 strategy(1:02:58) - Potential Gen Z & Gen Alpha strategies(1:06:43) - Agentic finance onchain(1:09:26) - Ethereum feeling alive--1. Barnabé's official position: https://x.com/barnabemonnot/status/2092574823939461247 2. Ethlabs' official Hegotá EIP ranking: https://x.com/ethlabs_org/status/2097838222621446629  3. EIP-8198: Quick Slots: https://eips.ethereum.org/EIPS/eip-8198 Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    Ethereum & the case for Fast Slots

  4. ٢ سبتمبر

    Prediction Markets & The Story the Data Tells

    In this episode of Credible Commitments I chat with Danning S., Research Director at Pantera Capital. We discuss prediction markets from first principles including -- category segmentation, who the users are and how they behave, MEV in crypto markets, oracle resolution mechanisms, and the power of distribution.  (00:00) - Nerding out on data (02:26) - Prediction markets high level view (04:18) - Polymaket US & International (06:14) - Filtering the Data (08:02) - Prediction market segmentation (09:08) - Turnover reveals market attributes (12:40) - MEV on Prediction markets (18:42) - Adversarial taker bots (23:01) - User does not equal wallet (26:28) - Growing prediction market user base (29:59) - Why are trading bots losing money? (31:52) - Culture markets and oracle design (42:20) - Permissionless prediction markets (46:23) - Insider trading (47:15) - High hanging fruit and innovation (49:56) - The super app thesis (52:01) - Does onchain matter? --Danning's Research 1. Flashboys or Superforecasters - A deep dive into Polymarket’s venue growth, user portraits and market structures: https://panteraresearchlab.xyz/research/2026-h1-report-flash-boys-or-superforecasters/ 2. Flashboys or Superforecasters; SBC Presentation at MEV Workshop: https://www.youtube.com/watch?v=85j-lQ04T_c 3. Contact Danning on X: https://x.com/sui414 Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    Prediction Markets & The Story the Data Tells

  5. ٢٨ أغسطس

    Block Building & PropAMMs on Ethereum

    In this episode of Credible Commitments I chat with Kubi Mensah CEO/Co-founder at Gattaca, the company behind Titan Builder. We discuss block building from first principles, Ethereum's evolving market microstructure featuring a dense discussion on Prop AMMs, and what takes to build a world class product-centric organization.  (00:00) - Intro (00:23) - Time at YC (03:14) - Block building from first principles (05:36) - Post merge block building (09:48) - Service oriented edge (12:03) - Technical excellence & counterparty obsession (15:46) - Ethereum community (18:31) - Tight product cycles (21:43) - Sources of orderflow (22:36) - PropAMMs (26:22) - PropAMM research to product (31:44) - Increase velocity of assets onchain (33:35) - PropAMMs earnestly (36:15) - Not exactly RFS, PAMM is quite novel (37:55) - ACE and more expressivity (39:55) - PropAMMs & L2s (42:58) - Takers, routing, and a standardized interface (44:47) - Leveraging LLMs (48:10) - Agentic demand for blockspace (50:07) - The Blockspace Forum   Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    Block Building & PropAMMs on Ethereum

  6. ٣١ يوليو

    Navigating The Dark Forest of Ethereum

    In this episode of Credible Commitments I chat with Michael from Quasar Builder (#2 block builder on Ethereum). Michael started out mining Bitcoin before turning to block building, launching Quasar in 2025 with no privileged orderflow and climbing the leaderboard from the public mempool. The episodes progresses as we discuss PropAMMs and the market structure behind orderflow dynamics. Orderflow is downstream of trust. In particular we break down different types of orderflow and discuss what sharing orderflow between competing parties actually looks like and where multi-party block construction is heading. We close by discussing: ACE, faster blocks, and coordination as the next frontier including where ePBS fits into the auction's future, and a final question worth sitting with: is the public mempool beyond saving? Timestamps (00:00) - Bitcoin mining origins (02:15) - Launching Quasar at the right time (03:14) - Building credibility from the public mempool (05:04) - Climbing the leaderboard (07:31) - Trust is king (09:22) - Different types of orderflow (12:51) - CEX-DEX arbitrage (14:59) - PropAMMs (22:13) - Sharing orderflow (25:15) - Multi-party block construction (29:15) - Focus on bringing value to users (30:51) - ACE/ Faster Blocks/ Coordination (36:31) - Ship it mentality (41:31) - Impact of AI on building products (46:27) - Touching on ePBS (53:52) - Is the public mempool beyond saving? Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    Navigating The Dark Forest of Ethereum

  7. ٣٠ يونيو

    Tilting at PropAMMs - Markus

    In this episode of Deeply Intents I chat with Markus Schmitt, Founder of Propeller Heads. We dive into PropAMMs: what they are and how they are changing the market microstructure on Ethereum. In addition we unpack the Propeller stack of Tycho, Fynd, and Turbine which will enable a trustless trading experience on Ethereum main-net.  Timestamps (00:00) - Setting the stage (01:11) - What is a PropAMM? (03:24) - Solana PropAMMs vs Ethereum PropAMMs (04:56) - RFQ Systems in comparison (06:44) - PropAMMs solve many issues (08:17) - Offchain actors set parameters on a curve (10:05) - How PropAmms impact onchain routing (14:31) - AMM can provide better prices than a maker (16:34) - PropAMMs and market microstructure (20:32) - Ethereum is a coordination layer (25:48) - Building a self-sovereign trading stack (30:16) - Advantages of open source (31:38) - Fynd turns Tycho into a DEX aggregator (37:10) - Listening to developer feedback (39:31) - Local routing is 100x faster (45:01) - Fynd is customizable (46:50) - Turbine solves problems for large traders (49:20) - Inspiration for Turbine (50:24) - Trades settle in batches (53:45) - Confidentiality, Transparency, & TEEs (57:06) - Turbine is a mixture of many things (56:30) - Open source can be very good business (59:51) - Spicy prediction on DeFi (1:03:44) - Ethereum is the model to follow Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    Tilting at PropAMMs - Markus

  8. ١٩ يونيو

    PropAMMs are eating DeFi - Quintus

    In this episode of Deeply Intents I chat with Quintus from Flashbots. We discuss the current transaction supply chain and how PropAMMs fit in. Quintus provides fresh insights and a wealth of technical understanding around this new market micro structure. In particular, the ways in which the working processes of PropAMMs affect determinants of transaction costs, prices, quotes, volume, and trading behavior. Timestamps (00:00) - Revisiting Private Orderflow research (03:12) - A machine that solves problems (08:00) - Tx supply chain from the user's perspective (11:55) - Blockchains have multiple sources of liquidity (16:47) - Market Makers, AMMs, and liquidity (19:26) - CEX-DEX arbitrage (21:01) - Priority fee ordered chains (22:52) - Prop AMMs solve 2 problems that AMMs had (25:37) - The "Prop" in "Prop AMMs" stands for proprietary (27:19) - Flow segmentation that happens (29:14) - Why do market makers prefer prop AMMs? (35:49) - How pAMMs impact the market micro structure (37:58) - Barriers to entry in block building (39:03) - Talking about takers and spoofing (40:53) - ETH price discovery on Ethereum (43:29) - How does pre-trade privacy impact execution (45:01) - Closed source is silly (46:34) - Onchain contracts as order types (47:15) - Closing thoughts on PropAMMs & Ethereum Disclaimer Nothing in this episode should be interpreted as financial, technical, or legal advice.

    PropAMMs are eating DeFi - Quintus
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Credible Commitments is an independent Ethereum podcast hosted by apriori. The podcast provides a platform for earnest builders to discuss market structure, products, and philosophy. Credibility is upstream of trust. Knowledge is downstream of both. Choose wisely.

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    Credible Commitments

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