NEW EP: The Real Story Behind Everclear's Growth with Arjun Bhuptani Everclear just crossed $1 billion in volume by solving ETH's cross-chain problem. In today's episode, @ayyyeandy & @robbie_rollup sit down with @ArjunBhuptani of @EverclearOrg to cover: > How Everclear Crossed $1B in Volume > Why ETH Treasury Flows Exploded Their Growth > The Predatory vs. Legitimate DAT Structure > Why ETH Has No Efficient Cross-Chain Solution > 50% Monthly Growth: The Clearing Layer Opportunity > What Traditional Exchanges Can't Solve Full episode links below. Timestamps: 00:00 Everclear's Billion Dollar Milestone 01:31 ETH Treasury Company Thesis 04:55 Putting Up Capital vs Locked Tokens 08:31 Mantle Ad 09:12 Digital Asset Treasury Risks 11:58 Cross-Chain ETH Infrastructure Gap 17:36 Rebalancing Market Capital 19:42 Everclear’s Volume Growth Goals 21:16 Starknet Ad 21:40 Extending Everclear to Other Assets 25:27 Lessons For Clearing Different Stablecoins

Another throwback: Co-founder of Maelstorm, Arthur Hayes' right hand man, on the core personality traits of the most successful crypto founders he's worked with 🤔

Don't overpay validators

NEW EP: John Adler On Proof Of Goverance, TIA Staking, and New Tokenomics Proof of stake might not be the endgame we thought it was. In today's episode, @ayyyeandy & @robbie_rollup sit down with @jadler0 of @Celestia to explore: > Why Staking "Yield" Is Actually Just Inflation Tax > How Proof of Governance Could Replace PoS Entirely > Why Validators Are Just "Cucks" in the System > Why This Makes Every Other Chain Nervous > The Real Path to Sustainable Tokenomics Full episode links below. Timestamps: 00:00 John on Proof of Governance 08:16 Starknet Ad 08:31 Proof of Issuance Not Real Yield? 13:02 Understanding Fake Yield 18:40 PoG Asset Restrictions 24:55 Hard Fork Community Impacts 28:03 Mantle Ad 29:30 Validator Compensation 37:08 Distribution & Security Benefits

“Tokenized treasuries are starting to challenge the stablecoin model.” - @Sonnenshein, President of Securitize. As yields rise and trust shifts, tokenized T-Bills like @BlackRock’s BUIDL, currently the largest tokenized fund and powered by Securitize, are reshaping how DeFi collateral is defined. Michael breaks it down on @therollupco 👇

The boldest protocol proposal yet? @jadler0 unpacks Proof-of-Governance and what sets it apart on @therollupco.

We asked @darkmarketio how @usebreezebaby's yield integration process works behind the scenes. "We have a customizable UI toolkit in terms of how much the user will know." "We provide full customizability." "What we do is take all of those idle assets, they earn yield." "They can go from yield earning @solana into @FartCoinOfSOL within the one transaction."

We asked @jadler0 of @celestia about the economics of validator rewards in Proof of Governance systems. "A very small validator needs to charge a higher commission to stay profitable." "Proof of Governance lets us do this very nice thing where all validators on the chain all effectively have the same voting power, so it's all uniform." "There's a huge number of benefits and it simplifies how these consensus protocols work."

We asked @arjunbhuptani his thoughts on institutional figures creating vehicles to accumulate ETH. "Institutional adoption has been a long time coming." "We've been saying it for 10 years and now it's actually happening." "We're crossing the chasm in terms of what is basically just ponzi for many organizations doing this for treasuries." "Normie retail and normie institutions are going to get wrecked at some point." "The market just has to learn that lesson."

"I think there will be DATs for maybe every crypto token or multiple for the majors at least." - @darkmarketio of @usebreezebaby "You'll just see people continue to go to the money well until it dries up." "Is it a long-term play? It's very difficult to say." "If you think about @anagramxyz, we have a very flexible mandate, given we're like a crypto native holding company." "I'm overshooting my skis here, but I do think we'll see pre TGE DATs."