Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Shared Sequencers in the Modular Stack | Josh Bowen, Ben Fisch

Shared Sequencers in the Modular Stack | Josh Bowen, Ben Fisch

From0xResearch


Shared Sequencers in the Modular Stack | Josh Bowen, Ben Fisch

From0xResearch

ratings:
Length:
80 minutes
Released:
Apr 19, 2023
Format:
Podcast episode

Description

Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more!

And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum.
- -
Timestamps:
(00:00) Introduction
(00:59) Hot Seat/Cool Throne
(21:50) Interview Start: The Modular Stack
(24:23) The Role of Centralized Sequencers
(28:29) Lightspeed Promo
(29:10) Decentralized Sequencer Design
(36:28) Why Will L2s Use a Shared Sequencer?
(45:00) Cross-Rollup Atomic Composability
(53:12) Rollup MEV Capture
(1:01:00) A Winner-Takes-Most Market?
(1:04:20) Restaking: Aligning L1 and L2 Economic Value
(1:10:23) Who are the Ideal Users?
(1:14:33) Supported Virtual Machines 
- -
Follow Josh: https://twitter.com/Jskybowen
Follow Ben: https://twitter.com/benafisch
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Westie: https://twitter.com/WestieCapital
Follow Purplepill: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -
Resources:
Voltz's new cross-margining product
https://twitter.com/voltz_xyz/status/1645741501002010624

Espresso Systems
https://www.espressosys.com/
https://twitter.com/EspressoSys

Astria
https://www.astria.org/
https://twitter.com/AstriaOrg

The Inevitability of UNIchain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4

Espresso on L1 and L2 economic incentive alignment
https://hackmd.io/@EspressoSystems/EspressoSequencer

- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
Released:
Apr 19, 2023
Format:
Podcast episode

Titles in the series (100)

0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are two full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.