Walt Smith -- MEV on Bitcoin

Crypto's Renaissance Man with Hasu

In this discussion, we explore how Hasu's background in poker led to crypto, and key challenges like Bitcoin’s security budget, MEV, and privacy. We touch on ZK rollups, Bitcoin’s future in programmability, the risk of developer brain drain, and the tension between innovation and preserving core values across ecosystems. SPOTIFY:⁠⁠⁠⁠⁠https://open.spotify.com/show/2UEluPX...APPLE:⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast... ⁠⁠⁠⁠⁠⁠YOUTUBE:⁠⁠⁠⁠⁠ / @davidseroy385 ALPEN LABS:⁠⁠⁠⁠⁠https://alpenlabs.io/ ⁠⁠⁠⁠⁠Chapters 00:00 The Journey into Crypto: A Renaissance Man's Tale 10:03 The Evolution of Poker and Its Parallels with Crypto 19:46 The Feedback Loop of Learning in Crypto 30:12 Bitcoin's Security Budget: A Critical Discussion 37:31 Recapping Bitcoin's Security Budget Crisis 44:07 Exploring MEV and Its Implications 57:57 Envisioning Bitcoin's Future: Programmability and Privacy 01:12:44 Exploring Bitcoin's Privacy Features 01:15:04 The Risks of Reinventing the Wheel in Bitcoin Development 01:17:23 Concerns Over Bitcoin's Brain Drain and Builder Ecosystem 01:19:11 The Shift in Perception Towards Bitcoin 01:21:22 The Integration of Bitcoin with Other Crypto Ecosystems 01:22:49 The Future of Network Effects in Crypto 01:27:20 Understanding Staking in Bitcoin vs. Ethereum 01:32:44 The Role of Trust in Layer 2 Solutions 01:37:08 Innovations in Rollup Technology and MEV

Family Pills and Orange Pills with Viktor Bunin

Viktor shares his insights on the importance of family and the evolving builder culture in Bitcoin. Viktor also discusses, privacy and programmability in the context of Bitcoin with ZK rollups. SPOTIFY:⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd…⁠⁠⁠⁠⁠⁠ [https://t.co/Mn5Mo0MFUl] APPLE:⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/stratacast/id1788082091…⁠⁠ [https://t.co/tUWcvbY5Eg] ⁠⁠⁠⁠⁠⁠⁠⁠ [https://t.co/tUWcvbY5Eg]YOUTUBE:⁠⁠⁠⁠⁠⁠https://youtube.com/@davidseroy385⁠⁠⁠⁠⁠⁠ [https://t.co/uUPZRuVhCt] THANKS TO OUR SPONSORS: STRATA:⁠⁠⁠⁠⁠⁠https://x.com/Strata_BTC⁠⁠⁠⁠⁠⁠ [https://x.com/Strata_BTC] ALPEN LABS:⁠⁠⁠⁠⁠⁠https://alpenlabs.io/⁠⁠⁠⁠⁠⁠ [https://alpenlabs.io/] Chapters 00:00 The Importance of Family and Personal Growth 05:55 The Privacy Debate in Crypto 22:12 Investment Thesis for Programmable Bitcoin 30:39 The Future of Bitcoin Economic Zones 36:46 Competing with Established Ecosystems 42:06 The Competitive Landscape of L2s 50:30 Reflections on Bitcoin Builder Culture

Lyn Alden -- Is Bitcoin The Arcane

In this episode, we dive into Arcane, Lyn’s creative pursuits (including her sci-fi novel), and her journey through burnout and back into macro and Bitcoin. We cover tariffs, national debt, Bitcoin’s direction, scaling, and decentralized stablecoins, wrapping up with thoughts on the future of monetary sovereignty. SPOTIFY:⁠⁠⁠⁠⁠https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd…⁠⁠⁠⁠⁠ [https://t.co/Mn5Mo0MFUl] APPLE:⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/stratacast/id1788082091…⁠ [https://t.co/tUWcvbY5Eg] ⁠⁠⁠⁠⁠⁠ [https://t.co/tUWcvbY5Eg]YOUTUBE:⁠⁠⁠⁠⁠https://youtube.com/@davidseroy385⁠⁠⁠⁠⁠ [https://t.co/uUPZRuVhCt] THANKS TO OUR SPONSORS: STRATA:⁠⁠⁠⁠⁠https://x.com/Strata_BTC⁠⁠⁠⁠⁠ [https://x.com/Strata_BTC] ALPEN LABS:⁠⁠⁠⁠⁠https://alpenlabs.io/⁠⁠⁠⁠⁠ [https://alpenlabs.io/] Chapters 00:00 Exploring Arcane: A Masterpiece of Animation 06:39 Thematic Depth: Real-World Parallels in Arcane 12:53 Navigating Burnout: The Balance of Creativity and Work 20:52 Macro Insights: Understanding the Current Economic Landscape 25:40 Bitcoin's Evolution: Balancing Value and Protocol Integrity 39:56 Covenant Changes and Developer Perspectives 43:04 The Evolution of Technical Leadership in Bitcoin 47:13 Exploring BitVM and Technical Constraints 53:23 Programmability and Expressivity in Bitcoin 57:54 User Experience and Self-Sovereignty in Bitcoin 01:03:28 Market Signals and the Future of Bitcoin 01:07:41 The Viability of Decentralized Stablecoins

Nic Carter on AI, Stablecoins & Bitcoin's Future

Nic Carter shares his journey into combat sports, AI and Bitcoin mining. Nic also addresses the cultural challenges within the Bitcoin community. He explores the evolving landscape of stablecoins. The conversation concludes with reflections on the promise of Bitcoin rollups and the enduring legacy and future potential of bitcoin. SPOTIFY:⁠⁠⁠⁠https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd…⁠⁠⁠⁠ [https://t.co/Mn5Mo0MFUl] APPLE:⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/stratacast/id1788082091… [https://t.co/tUWcvbY5Eg] ⁠⁠⁠⁠ [https://t.co/tUWcvbY5Eg]YOUTUBE:⁠⁠⁠⁠https://youtube.com/@davidseroy385⁠⁠⁠⁠ [https://t.co/uUPZRuVhCt] THANKS TO OUR SPONSORS: STRATA:⁠⁠⁠⁠https://x.com/Strata_BTC⁠⁠⁠⁠ [https://x.com/Strata_BTC] ALPEN LABS:⁠⁠⁠⁠https://alpenlabs.io/⁠⁠⁠⁠ [https://alpenlabs.io/] Chapters 00:00 Introduction and Personal Reflections 01:16 The Karate Combat Experience 08:15 AI and Bitcoin Mining 11:13 DeepSeek vs. GPU: A New Paradigm 19:42 Jevons Paradox and AI Compute 29:35 Bitcoin Culture and Delusions 33:41 The Cost of 'Number Go Up' Culture 34:45 Institutional Capture and Bitcoin's Future 38:01 Government Acquisition of Bitcoin: A Double-Edged Sword 40:23 Bitcoin's Role in a Multipolar World 43:06 Stablecoins: The Future of Currency? 45:50 Bitcoin-Backed Stablecoins: A Viable Alternative? 51:08 The Rise of Rollups and Layer 2 Solutions 59:42 The Future of Bitcoin: A Cathedral in the Making 01:04:43 AI and Crypto: A Philosophical Intersection

Walt Smith -- MEV on Bitcoin

In this conversation, Walt discusses the investment thesis in ZK Rollup on Bitcoin, the risks of MEV to Bitcoin and the evolving culture around innovations. SPOTIFY:⁠⁠⁠https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd…⁠⁠⁠ [https://t.co/Mn5Mo0MFUl]APPLE:⁠⁠⁠https://podcasts.apple.com/us/podcast/stratacast/id1788082091…⁠⁠⁠ [https://t.co/tUWcvbY5Eg]YOUTUBE:⁠⁠⁠https://youtube.com/@davidseroy385⁠⁠⁠ [https://t.co/uUPZRuVhCt] THANKS TO OUR SPONSORS: STRATA:⁠⁠⁠https://x.com/Strata_BTC⁠⁠⁠ [https://x.com/Strata_BTC] ALPEN LABS:⁠⁠⁠https://alpenlabs.io/⁠⁠⁠ [https://alpenlabs.io/] Chapters 00:00 Introduction to Walter Smith and Cyberfund 10:51 The Evolution and Investment Thesis of Cyberfund 15:59 Exploring Alpen and Bitcoin's Future 23:17 Understanding MEV and Reorg Risks in Bitcoin 30:32 Mining Trust and Fee Variance 35:49 Private Order Flow and Its Implications 44:43 The State of Bitcoin Liquid Staking Tokens (LSTs) 57:38 Bitcoin Culture and Future Innovations