Expansion

In this week's roundup, we discuss the rise of engagement farming, the evolving role of token project founders as public-facing marketers, and the tension between long-term building and short-term market pressures. We also examine Jito’s BAM rollout, modular blockchain design, Zora’s creator economy model, and the regulatory implications of the CLARITY Act for L2 sequencers. Enjoy!
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Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates
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Follow Austin - https://x.com/AustinAdams10
Follow Jill: https://x.com/jillrgunter
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Chapters:
00:00 Introduction
01:40 Yapper Culture
09:08 Katana Pre-Roll
09:31 Why Do Crypto Startups Fail?
14:55 Thoughts on Jito’s BAM & Modularity
36:34 Katana Mid-Roll
37:05 The CLARITY Act’s Impact on L2s
55:35 Zora’s Rebirth
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Disclaimer: 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. Mike,Jill, Uma, Nick and our guests may hold positions in the companies, funds, or projects discussed.

On this week’s roundup, Austin Adams joined the crew to discuss the latest including Pump’s ICO, Tom Lee’s BitMine play, and Ethereum’s roadmap and how ZK will fit in.
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Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates
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Follow Austin - https://x.com/AustinAdams10
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Chapters:
00:00 Introduction
02:18 Austin’s Intro
03:26 Pump’s ICO
12:45 PRE ROLL
20:16 Pump Explored
28:49 XRP, Tron, EOS
32:28 MID ROLL
36:43 Tom Lee ETH Play
47:47 Ethereum’s Roadmap
01:03:05 ETH + ZK
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Disclaimer: 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. Mike,Jill, Uma, Nick and our guests may hold positions in the companies, funds, or projects discussed.

For this week's roundup, Jill, Mike, Nick and Uma are back and dive deep into the infrastructure details of the Robinhood and Arbitrum deal and how crypto make be in its walled garden, regulatory arbitrage era of development and how that will impact future infrastructure plays and plans.
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Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates
-
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Chapters:

(00:00) Introduction

(04:22) Robinhood + Arbitrum

(16:16) Infra Roadmap For Robinhood

(16:31) Pre-Roll Ad

(25:45) Tokenization TradeOffs

(29:31) Regulatory Arbitrage

(38:35) Ad Mid Roll

(39:02) Robinhood’s Walled Garden

(47:03) Stablecoins Are Email Moment For Crypto

(51:21) Memecoins & Creator Coins

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Disclaimer: 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. Mike, Jill, Uma, Nick and our guests may hold positions in the companies, funds, or projects discussed.

This week, we're sharing with you a live debate from Permissionless that features Jill and Uma who are joined by Max from Onza, and Rob from Polkadot to dive into the technicals around can everything fit in 1 machine?!
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Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates
-
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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CHAPTERS
00:00 Katana Ad
00:35 Intros
06:28 Is The Trilemma Real?
13:57 Where's The Limit For 1 Machine?
17:45 Apps + Vertical Integration
23:08 Benefits Of Shared State
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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. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed.

This week, Jill, Uma and Mike got together IRL to record the Roundup with Nick joining virtually. From purpose built block space to L2s to stablecoins and prediction markets, per usual - this roundup has it all and is live from Brooklyn at Permissionless IV!
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club https://app.turtle.club/campaigns/katana or spin the wheel with Katana Krates https://app.katana.network/krates
-
Follow Jill: https://x.com/jillrgunter
Follow Nick: https://x.com/nickwh8te
Follow Uma: https://x.com/pumatheuma
Follow Mike: https://x.com/MikeIppolito_
Follow Expansion: https://x.com/ExpansionPod_
Subscribe on YouTube: https://bit.ly/3QLwfTs
Subscribe on Apple: http://apple.co/4bGKYYM
Subscribe on Spotify: http://spoti.fi/3Vaubq1
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
CHAPTERS
00:00 Introduction
01:32 Permissionless
04:17 Purpose Built Block Space
13:37 Block Space / Brand Fit
14:55 Katana Mid Roll
20:01 Proof Of Governance
26:11 L2s Advantage
32:34 Katana Mid Roll
33:01 Selective PayBacks For Stablecoin Payments
39:26 Prediction Markets
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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. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed.