Ethereum’s Path Forward: Aligning Security and Monetary Policy | S8 E6 | Hasu & Justin Drake

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  • Опубликовано: 22 июл 2024
  • In this episode, Hasu and Justin Drake joined us to discuss restaking, preconfs, Minimum Viable Issuance, and the future of Ethereum. We dive into the effects Ethereum monetary policy has on the validator set, the current market for restaking, and our thoughts on attester-proposer separation and proposer-builder separation. Finally, we cover what we’re most excited about in the future of Ethereum.
    Thanks for tuning in!
    --
    Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
    Namada is currently in its mainnet launch phase - follow along on namada.net
    --
    Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.
    If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz
    --
    Follow Hasu: x.com/hasufl
    Follow Justin: x.com/drakefjustin
    Follow Myles: x.com/MylesOneil
    Follow Mike: x.com/MikeIppolito_
    Subscribe on RUclips: bit.ly/3R1D1D9
    Subscribe on Apple: apple.co/3pQTfmD
    Subscribe on Spotify: spoti.fi/3cpKZXH- -
    --
    Resources
    stETH is the decentralized reserve currency for the sovereign internet: www.adcv.xyz/p/steth-is-the-d...
    --
    Timestamps:
    0:00 Introduction
    2:40 The Minimum Viable Issuance Debate
    13:38 Monetary Policy & Impacts on the Validator Set
    31:43 Namada Ad
    32:42 Kinto Ad
    33:35 Restaking's Effect on ETH Monetary Policy
    44:16 Thoughts on APS and PBS
    57:33 Decentralizing Centralized Components with Restaking
    1:06:25 The Restaking Supply & Demand Mismatch
    1:23:59 The Future of Ethereum
    --
    Disclaimer: Nothing said on Bell Curve 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

Комментарии • 48

  • @kristiklaudy
    @kristiklaudy 16 дней назад +2

    Wow, this was a captivating episode! I have to say that I now have a lot of food for thought. Thanks so much for recording this!

  • @davycrockett8886
    @davycrockett8886 17 дней назад +2

    Hasu impressed me! 👍 Bring him on more.

  • @DERISNER
    @DERISNER 16 дней назад

    just now caught this. excellent convo.👍

  • @davycrockett8886
    @davycrockett8886 17 дней назад

    APS (attestor proposer separation) can help minimise timing game MEV negative influences. APS is the end game of PBS?

  • @taccntb4345
    @taccntb4345 20 дней назад +6

    ETH is web 3 Apple.
    Smart contracts matter.

  • @monkey-mike_xyz
    @monkey-mike_xyz 20 дней назад +3

    LFG !!!!

  • @user-qd3pb7qe3j
    @user-qd3pb7qe3j 19 дней назад +3

    please do the adverts at the start and not in the middle of the show it really makes the listening experience worse when it breaks up the flow of thought

  • @davycrockett8886
    @davycrockett8886 18 дней назад

    The issuance curve shouldn't be changed imo it'll just make LSTs and especially centralised staking services king. Many solo stakers don't make much. Maybe there is a way to reward decentralization instead. Eg. Client diversity, geographic distribution, nodes? 🤔

  • @davycrockett8886
    @davycrockett8886 17 дней назад

    People consider risk a lot. That's why many people don't restake or don't stake at all with some ETH.

  • @GutzyCall
    @GutzyCall 20 дней назад

    I own ETH, I like ETH, it does seem like the ecosystem is scrambling at a time they should be celebrating. It seems like no one has the answers and it seems like trouble is coming. Just my opinion I don't know shit but appears many are worried and I believe they have a reason to be...

    • @davycrockett8886
      @davycrockett8886 17 дней назад

      ETH is in a good place. Let people scramble for ideas in a decentralized way to make it even better.

  • @taccntb4345
    @taccntb4345 20 дней назад +8

    ETH > BTC

    • @1ntrcnnctr608
      @1ntrcnnctr608 20 дней назад

      BTC + ethereum + solana, monad = non-tribal, non-fanatic, symbiotic, pragmatic long-term solution

    • @taccntb4345
      @taccntb4345 20 дней назад

      @@1ntrcnnctr608 SOL is a centralized security. It's not worth a much as a commodity like ETH.

  • @jonathanshiff562
    @jonathanshiff562 20 дней назад

    unless l2 fragmentation is solved. eth is messed,

  • @Digitaldgen-yi3qk
    @Digitaldgen-yi3qk 20 дней назад +1

    oh so a reserve currency for the internet now...what will it be next week

    • @alexg5460
      @alexg5460 16 дней назад

      Better than watching Solana and washed up celebs scam there fans to make more people frustrated or angry at crypto👍 this dump is all because of Solana hahah but I love it cause I’m buying more cheap ETH so merci beaucoup 😇

    • @Digitaldgen-yi3qk
      @Digitaldgen-yi3qk 16 дней назад

      @@alexg5460 but the celebs are on solana, eth maxis getting salty that solana is displacing ethereum

  • @taccntb4345
    @taccntb4345 20 дней назад

    If they remove staking (I stake 1.1 million usd in eth) EVERYONE needs to sell their eth as the L1 has FAILED. As a matter fact... crypto has failed.

  • @ChiomaJoseph-jh5lj
    @ChiomaJoseph-jh5lj 21 день назад +1

    Thank you for the content!! All we need is the right advice on how to invest in crypto and we will be set for life, made $58,000 profit from trading last month regardless of how bad it gets on the economy.

    • @NishanthaLakshman-qh7vp
      @NishanthaLakshman-qh7vp 21 день назад

      Same here, I believe the Bitcoin ETFs approval will be life changing opportunity for us, with my current portfolio of $108,000 from my investment with my personal financial advisor< Judith Ann> i totally agree with you

    • @MorrisJohnson-zj3kd
      @MorrisJohnson-zj3kd 21 день назад

      YES!!! that's exactly her name (Miss Judith Ann) so many people have recommended highly about her and I'm just starting with her from Brisbane Australia 🇦🇺

    • @user-uc8nl4wg9u
      @user-uc8nl4wg9u 21 день назад

      Judith ann is considered a key crypto strategist with of the best copy Trading portfolios and also very active in the cryptocurrency space

    • @user-uc8nl4wg9u
      @user-uc8nl4wg9u 21 день назад

      her transformative power of
      trading is remarkable. Despite being a medical doctor by profession, I've found that copy trading generates higher income for me without the need for direct involvement in trading>

    • @fataijoy624
      @fataijoy624 21 день назад

      Please educate me, I've come across this before. How can I get to her please?

  • @FutureGuy47
    @FutureGuy47 20 дней назад +1

    Typical ETH discussion. Technical details for hours without any mention of the user.

    • @GutzyCall
      @GutzyCall 20 дней назад

      fuck bro I know

    • @davycrockett8886
      @davycrockett8886 17 дней назад

      But you don't get it! It's all about the users in the end! All types of users! Investors are users, stakers are users, shoppers are users.

  • @Digitaldgen-yi3qk
    @Digitaldgen-yi3qk 20 дней назад

    these ethereum guys completely nerd out out tech and lose sight of what's important. They have spent years on this scaling problem and its obviously become an obsession. An obsession will completely give you a false sense in trying to establish the truth from the false. If you pulled in unbiased opinions asked them to use both ethereum and Solana...solana would win everytime...I'm sure these guys would try an explain all the reasons that nobody cares about to try and defend ethereum but the facts show that Ethereum is losing to Solana...TVL is a redundant metric by the way.

    • @CloudSea_Pirate
      @CloudSea_Pirate 20 дней назад +4

      you should try using an Ethereum L2 and compare that experience with Solana for a more apples - apples comparison (instant tx, cheaper, no slippage bs, deep liquidity, advanced dapps, etc)

    • @jonrita2344
      @jonrita2344 20 дней назад

      tech is supposed to be a "nerd" problem, crypto is the only space where 80 iq people think they're allowed to have a technical opinion because they bought a bag

    • @davycrockett8886
      @davycrockett8886 17 дней назад

      Solana is largely an SQL database - so many trust assumptions with it.

  • @taccntb4345
    @taccntb4345 20 дней назад

    If they remove staking (I stake 1.1 million usd in eth) EVERYONE needs to sell their eth as the L1 has FAILED. As a matter fact... crypto has failed.