Compound Thesis

How Arbitrum is unlocking user access and project scaling on Ethereum

Our guest is AJ Warner, Chief Strategy Officer at Offchain Labs. Offchain Labs is the original developer of Arbitrum, one of the largest L2 scaling solutions for Ethereum, and is now facilitating The Arbitrum Foundation in its technological developments. 1. The growth of the Arbitrum ecosystem, and why certain projects couldn't thrive on Ethereum mainnet 2. The technological differences between their two chains - One and Nova, and examples of its application-specific usecases 3. Onboarding the next generation of non-Solidity developers into the ecosystem with Stylus

How Sei Network solves for blockchain’s trading trilemma

Our guest is Jay Jog, Co-founder at Sei Labs, a general purpose layer one blockchain specialized for trading. Sei recently raised at an $800M valuation and has over 150 diverse projects building on their ecosystem ahead of their mainnet launch. On the show today, we explore the "trading trilemma" that web3 applications face on existing blockchain infrastructure, and Sei’s unique approach and implementation in their native L1: 1. Sei's fundamental thesis that the clearest use case for crypto is trading - whether that's DEXs, GameFi, NFTs, etc. 2. Tradeoffs between decentralization, capital efficiency, and scalability for exchanges on existing blockchains 3. How trading-focused optimizations on Sei translates to efficiencies for user experience, traders, and institutions

Bringing passive index investing to crypto with Alongside

Our guest is Austin Diamond, Co-Founder and CEO at Alongside. On the show today we explore bringing passive index investing to crypto, traditional index structures versus how Alongside is structuring radically more transparent and efficient on-chain indices: 1. Why passive index investments have not taken off in crypto, despite its popularity in TradFi 2. How traditional indexes are structured, and how Alongside is creating more efficiency and transparency in its on-chain structure 3. Future use cases and applications for AMKT in thematic strategies and composable, decentralized finance

Unpacking the US regulatory environment for crypto with Polygon Labs

Our guest is Rebecca Rettig, Chief Policy Officer at Polygon Labs. On the show we unpack the flurry of events in crypto legislation and regulation, implications for builders in the space, and how Polygon is navigating these developments: 1. Why the US is taking a drastically different regulatory approach compared to rest of the world, and its implications 2. Real-world use cases already deployed by major brands and organizations on Polygon 3. The path forward to regulating tech-driven financial innovations

How Ava Labs is advancing institutional blockchain adoption

Our guest is Morgan Krupetsky, Director of Business Development, Institutions & Capital Markets at Ava Labs. On the show we discuss how Ava Labs is digitizing and tokenizing the world’s assets, and how the Avalanche blockchain is advancing institutional DeFi: 1. How to collaborate and build business cases with digital asset champions at enterprises & institutions 2. Unpacking the interoperability and segment-specific advantages of Avalanche's Evergreen subnet architecture 3. Why RWA tokenization technology is commoditized, and the use cases in the near future to unlock value