BlackRock Says the Optimal Portfolio is 84.9% Bitcoin!?

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (00:00) Introduction (03:01) Modular vs Integrated (11:24) Who are Appchains for? (28:35) Composability in Modular World (35:52) Monad's Endgame (39:24) Importance of Decentralization (47:42) Building Web3 Community - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

Max Hillebrand is the CEO of ckSNACKs - the company that sponsors the development of the Wasabi Wallet. He describes himself as a "free software entrepreneur building Bitcoin weapons." On this episode we explore exactly what that means; where philosophy and ethics meet entrepreneurship; the state of bitcoin privacy; and what's left to build on Bitcoin. Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

NLW covers the major stories in Bitcoin over the past couple weeks, including: Nomura Bitcoin Adoption Fund Block Saturation New Miner policy group Mt. Gox delay Coinbase to implement Lightning Swan launching Bitcoin custody Deutsche custody offering Paxos fat finger Hal Finney's ZK talk Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

Jesse Shrader is the cofounder of Amboss, a Lightning Network analytics platforms and decentralized liquidity marketplace. This week the company released its new Hydro product for automated liquidity provisioning for companies that want to use Bitcoin without having to get deep into node management. Check out our guest online: https://twitter.com/Jestopher_BTC Amboss: https://amboss.space/ Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

On today's episode of Bitcoin Builders, NLW speaks with 21.co co-founder and CEO Hany Amin. 21.co was the earliest company to offer a crypto exchange traded product all the way back in 2018, and has spent the last five years observing and serving institutional and traditional market actors in the space. In this interview, he and NLW discuss the ways in which this bear market has (or hasn't) changed institutional attitudes towards the industry. Find our guest online: https://twitter.com/hany // https://21.co/ Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

Another week another righteous debate within Bitcoin. This time though, it's more than just some Twitter squabbling. On this episode of Bitcoin Builders, NLW provides a primer on the debate around BIP300 and drivechains, which in many ways is a debate around the boundaries of bitcoin use itself. Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

On this edition of Bitcoin Builders Weekly Recap, NLW looks at the debate around Ordinals. Are they dead, or have rumors of their demise been greatly exaggerated? Also an update on a mysterious Bitcoin whale. Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

Lisa Neigut (aka @NiftyNei) is a Lightning Protocol Engineer at Blockstream and co-founder at Base58, the Bitcoin protocol academy. https://twitter.com/niftynei George Kaloudis is a writer, columnist and host of CoinDesk's Markets Daily. https://twitter.com/gckaloudis In this conversation, NLW, George and Nifty discuss Base58, Lightning development, Bitcoin education, and much much more. More links for our guests: Base58 website: https://base58.school Upcoming Taproot classs! apply now: https://base58.school/classes/taproot Base58 Twitter: https://twitter.com/base58btc Bitcoin++, technical conference: https://btcpp.dev Bitcoin++ Youtube: https://youtube.com/@btcplusplus Markets Daily: https://www.coindesk.com/podcasts/markets-daily/ Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

A reading of three pieces: Bitcoiners Must Appeal to America's Increasingly Independent Voters - Robert Hall Bitcoin Venture Capital is Anything But Boring - Christopher Calicott Bitcoin and AI - Swan Signal Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  WOLF Cohort 3 Applications Now Open!! https://wolfnyc.com/apply Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight

On this edition of Bitcoin Builders weekly breakdown: Gensler ETF comments Grayscale sabotaging ETF applications? Blackrock portfolio construction paper Binance turns on Lightning Mining hardware costs coming down Thanks to our sponsor: In Wolf's Clothing // Wolf is the first startup accelerator focused exclusively on Bitcoin and Lightning // Learn more at wolfnyc.com  WOLF Cohort 3 Applications Now Open!! https://wolfnyc.com/apply Bitcoin Builders is produced and hosted by Nathaniel Whittemore. Lead researcher is Scott Hill. Edited by Kyle Barbour-Hoffman. Images by Midjourney. Theme music is "Everybody Dance" by True Ripper, licensed via Track Club. Ad music is "Easy's First Tiger" by Bossfight