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Unlayered
Unlayered
Author: Sal Qadir and Dave Apsimon
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© Sal Qadir and Dave Apsimon
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Think beyond Ethereum and dive deep into the world of next generation blockchains. Join us as we engage with founders, engineers, researchers, investors, and critics of high-throughput, low-fee, parallelized blockchains like Solana, Monad, Sei, and more. Unlayered is for crypto natives eager to stay updated with the latest developments, complementing shows that focus primarily on Ethereum and its layered scaling approach.
73 Episodes
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This week, Dave speaks with Fredrik Ahlgren (@frahlg) from Sourceful, who are trying to use DePIN tokenomics incentives to create a global green-energy Virtual Power Plant. Green energy is going to be an increasingly important topic in the years ahead with the rise of both AI and global warming, and Fredrik feels that crypto token incentives are exactly what is needed to start onboarding the masses. We also touch on the future of energy, especially in a post-Superintelligence world.
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Episode Resources
Follow Fredrik : https://Twitter.com/frahlg
Follow Sourceful : https://Twitter.com/srcful
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Fredrik’s Route From Academia To DePIN
(7:56) - Issues With Existing Energy Systems
(20:37) - Which Actions Do Sourceful Wish To Incentivize
(28:40) - Advantages Over Centralized Competitors
(31:10) - Business Models For Sourceful
(35:26) - Token Demand Side
(38:37) - GTM Strategy and Thinking About Regulations
(44:23) - Will Nuclear Make Up A Large Part Of Future Energy Mix
(49:38) - How Will AI Change Energy Consumption
(55:36) - Will Energy Become A Digital Commodity Post AI Super-Intelligence
(1:02:44) - Next Steps
This week, we sit down with Chris Osborn (@aliquotchris) from Dialect - one of the founders of the hugely ambitious Blinks protocol which allows for crypto actions to appear seamlessly on existing web2 social media platforms. Whilst many have mused on possible applications of this tech, from prediction markets to fundraising - we delve deeper with Chris into possible second order effects of this breakthrough technology and discuss how it might form the backbone of a new SDK primitive, or even how Blinks might become the de facto front page for AI Agents in the future.
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Episode Resources
Follow Chris : https://Twitter.com/aliquotchris
Follow Dialect : https://Twitter.com/saydialect
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - What Is A Blink
(8:40) - Can Blinks Spread To All Social Media Platforms
(12:35) - Future Use Cases
(21:22) - Combining Blinks and AI Agents
(27:44) - Blinks As Next Gen Of SDKs
(34:32) - How Does Dialect Benefit From Blinks
(37:32) - Can Elon Turn Blinks Off
(40:15) - Lessons From Dialect’s Messaging App
(46:37) - Which Apps Excite Chris
(50:26) - Will Decentralized Messaging Apps Achieve PMF Post Durov Arrest
This week, Sal sits down with Vibhu (@Vibhu), the founder of DRiP for a live interview recorded at the 2024 Breakpoint Conference in Singapore. DRiP has transformed how people view NFTs and forced the market to move on from the 10k PFP meta to an abundant new mindset. Vibhu talks about DRiP's superior earning potential vs Web2 incumbents, their new iOS app, upcoming permissionless creator onboarding and where he sees the project in 5 years time.
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Episode Resources
Follow Vibhu : https://Twitter.com/Vibhu
Follow DRiP : https://Twitter.com/DRiP_Haus
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - What Is DRiP
(2:45) - How To Onboard
(3:38) - DRiP’s Earning Potential
(8:54) - Are NFTs Dead
(12:47) - DRiP’s New iOS App
(17:59) - How To Solve Discovery
(21:06) - How Does DRiP Make Money
This week, Dave sits down with Sunny Shi (@Defi_Monk) from Messari to discuss his recent report on Hyperliquid and do a deep dive on the most popular perp dex in crypto. Hyperliquid boasts performance similar to its centralized competitors, does more trading volume than all the other per dexes combined, and will imminently launch one of the most anticipated token launches pf recent times. Yet there are many detractors labelling the L1 as centralized as Binance. Check out the episode to find out who's right.
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Episode Resources
Follow Sunny : https://Twitter.com/Defi_Monk
Follow Messari : https://Twitter.com/MessariCrypto
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Sunni's Route From TradFi To Crypto
(4:23) - Which Apps Have PMF?
(10:34) - What Has Drawn Users To Hyperliquid
(14:02) - Why Has DYDX Struggled To Compete
(18:01) - How Decentralized Should Perp Dexes Be?
(24:39) - How Market Makers Are Prioritized
(35:22) - Curation Of Assets On The Dex
(39:04) - Lack of VCs
(47:05) - How Can L1 Apps Like Drift Compete
In this week's Bullpen Roundup, we are joined by @0xBreadGuy who brings his analytical and spicy Twitter takes to the podcast medium. We discuss Eth's continued search for a credible value accrual narrative, why DA commoditization is inveitable, which L2's builders should be focusing on, any reasons to remain bullish on Eth, and whether Btc will lose its number 1 status within the next 5 years...
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Episode Resources
Follow Bread : https://Twitter.com/0xBreadGuy
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Are L2s Net Negative For Eth?
(7:29) - Is DA Valuable?
(15:32) - One Sided Relationship From L2s
(21:41) - Which L2s To Build On
(28:55) - Reasons To Be Bullish Eth?
(33:33) - Is Chain Abstraction Overhyped?
(40:44) - Eth DA Will Never Be Sufficient
(44:37) - L2 Incentives To Become An L1
(49:25) - Where Is Bread Aligned
(53:17) - End State Architecture For L1s
(55:01) - State Of The Market
(1:01:09) - Is Bitcoin A Special Snowflake?
This week, Sal (@Salxyz) and Dave (@SolBeachBum) sit down with one of the loudest and most outspoken proponents for high throughput blockchains - Logan Jastremski (@LoganJastremski) from Frictionless Capital. He discusses whether his thesis around high throughput blockchains has been proven correct, and we talk about the recent capitulation seen from within the Ethereum developer camp around scaling the L1 at the expense of reducing decentralization. Logan also talks to the relevancy and his fund's continued interest in defi primitives before talking through new verticals within the umbrella of DePIN which are likely to supercharge this burgeoning asset category.
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Episode Resources
Follow Logan : https://Twitter.com/LoganJastremski
Follow Frictionless Capital : https://Twitter.com/_Frictionless_
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - How Has High Throughput Blockchain Thesis Played Out
(6:26) - Are On Chain Order Books Overhyped?
(16:12) - Can Solana Ever Move Away From Congestion Issues
(22:24) - Expectations For Firedancer
(26:31) - Which Verticals Are Best To Invest Into
(31:43) - Will Institutions Actually Deploy RWAs Onto Solana
(37:59) - Where Will Value For L1s Come From
If Apps Control Order Flow
(44:45) - Under-Explored Use Cases For DePIN
(49:20) - What Stops Incumbents Copying DePIN Business Model
(54:59) - Difficulties Around Energy-Based DePIN Projects
(57:25) - Thoughts on Solana Inspired New Projects (Monad and MegaEth)
(1:01:16) - Thoughts On Rise Of Tron and Ton
(1:04:40) - Does Eth Need To Scale The L1 To Remain Relevant
This week, Sal and Dave sit down with Jonathan Dockrell from SkyTrade - a highly innovative project which is creating a marketplace for property owners to sell the Air Rights above their properties. There are numerous sources of demand for this space, from drone delivery companies to real estate development - with it being estimated to be worth $30 Tn, and yet many owners are not even aware that they own this highly desirable space. SkyTrade utilises novel RWA tokenization techniques on the Solana blockchain as well as a Depin-based Drone tracking app to bring into the light a previously opaque and illiquid asset class.
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Episode Resources
Follow Jonathan : https://Twitter.com/droneevtol
Follow SkyTrade : https://Twitter.com/SkyTradeNetwork
'Flying Car' Substack : https://flyingcar.sky.trade/
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Why Focus on Creating a Market for Air Rights
(4:36) - What's Holding Back the Drone Delivery Industry
(8:37) - Real Estate Use Cases for Air Space
(11:22) - Estimating a TAM for Air Rights
(21:24) - Building Out a Depin-Based Drone Tracking App
(25:46) - Existing State of Air Rights Market
(29:32) - How to Abstract Away Heterogeneity of Each Product
(32:01) - Views on Crypto Coming From Web2 Background
(40:56) - Reactions to the Project
(43:51) - When Can We Expect Flying Cars
(49:05) - Future of Drone Delivery Market
(52:20) - Looking Ahead for SkyTrade
This week, Sal and Dave sit down with Kyle DiPeppe from Hedgehog Markets to discuss their bid to become the largest prediction market in crypto. We talk about the history of prediction markets outside of crypto, what has fuelled their success to date, how to leverage decentralized technology for competitive advantages to traditional betting markets - and what happens to volumes post the 2024 US Elections. Crypto-based prediction markets are one of the clear breakout applications this cycle, and the fight right now is to avoid irrelevancy post the US election. Listen to Kyle explain how he thinks Hedgehog Markets will navigate the difficult 'second album' of prediction market success.
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Episode Resources
Follow Kyle : https://Twitter.com/kdipep
Follow Hedgehog Markets : https://Twitter.com/HedgehogMarket
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Route Into Crypto & Prediction Markets
(4:31) - Comparison Between Memecoins and Prediction Markets
(6:45) - History of Prediction Markets
(11:22) - How Does Hedgehog Differ To Betting Sites
(13:46) - Hedgehog's Competitive Landscape
(17:35) - Process to Create a Market
(23:46) - How to Deal with Oracle Veracity
(28:40) - How to Select Starting Odds
(31:34) - Maintaining Volumes Outside US Elections
(37:48) - Potential Risks Around Prediction Markets
(41:39) - Building Markets Outside of Traditional Betting Verticals
(46:36) - Vampire Attacking PolyMarket
(52:28) - Going Mobile
(54:47) - Looking Ahead
This week, Dave speaks with Farhaj Mayan from Forma to better understand their recent announcement about creating the world's first Solana Economic Zone in Buenos Aires, Argentina. There is a long history of highly successful economic zones occurring outside the realm of crypto - and so it feels a natural next step to start talking with governments about how the crypto industry could also help to benefit trade within the relevant country. Argentina's recent history of high inflation and a crypto-savvy population makes it the ideal first step to showcase the benefits that such an economic arrangement could have for Argentinian citizens, and hopefully other citizens around the world as the economic model is rolled out elsewhere.
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Episode Resources
Follow Farhaj : https://Twitter.com/farhajmayan
Follow Forma : https://Twitter.com/formacity
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Farhaj’s Route To Crypto & Solana
(8:45) - Examples of Existing Non-Crypto Economic Zones
(13:17) - Bottom Up vs Top Down Approach
(18:10) - Helping Bring Dollars Into Argentina
(21:24) - Why Are Zones Required
(25:43) - Which Crypto Companies Need Regulatory Exemptions
(31:20) - Why Would Argentina Allow Citizens To Escape To A Foreign Currency
(33:45) - Parallels With Balaji's Network States
(37:59) - Upcoming Forma Conference In Buenos Aires
(42:23) - Why Build A Solana-Only Initiative
(46:39) - Dealing With Lack Of USDT On Solana
(50:16) - Expanding To New Countries
(51:31) - Differences To Work Done By Superteam
This week, Sal and ZenLlama speak with Isaac Simons from Gator Labs to discuss their new app "Chomp" - which is available for use right now. Chomp intends to incentivise the seeking of truth through a gamified consensus platform whereby users are rewarded through token incentives to try and provide the consensus response to posed questions. Think of a decentralized Reddit or Quora where truth, rather than sensationalism, is incentivised. Its a truly novel concept bringing together aspects of consensus, economics, game theory and prediction markets.
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Chomp : https://twitter.com/chompdotgames
Follow Isaac : https://twitter.com/sno_mis
Download Chomp App : https://app.chomp.games
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Time Stamps
(0:00) - Snomis’ Background
(6:28) - Creating Informational Context Through Games
(15:19) - Defining Better Information
(21:18) - Designing The Incentive Layer
(26:57) - Using Gamification To Achieve Data At Scale
(31:10) - Drawing Inspiration From Blockchain Consensus
(33:16) - How Questions Are Devised
(36:01) - Contrasting Model To Prediction Markets
(41:37) - Usage Of The Tech In Existing Social Media
(43:29) - Using Tokens For Large Scale Social Coordination
(50:00) - What's Next For Chomp
This week Sal, Dave and Zen get together for another Bullpen roundup to give their thoughts on current events in crypto. They discuss the attempted assassination of Trump, appointment of his crypto friendly VP and the pump in crypto markets that has entailed. They also go into the fall from grace that Friendtech has suffered since launch, whether there is any point in developers building net new apps given the poor run of attempts over the past few years - and finally we compare Monad, MegaEth and Berachain and ask the question whether the Ethereum community has capitulated on their values.
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - Impact Of Trump Assassination Attempt
(3:22) - Memecoins As A New Decentralized Trending List
(7:10) - Trump’s VP Pick
(11:52) - Have We Run Out Of App Ideas
(18:04) - FriendTech vs PumpFun
(22:14) - Will NFTs Ever Make A Comeback
(30:07) - Upcoming Hyped EVM Chains
(32:51) - Maxing Out Centralization at L2 Level
(41:15) - Eth Capitulation On It’s Values?
This week, Sal and Dave asr joined by Ryan Connor of Blockworks Research to discuss his recent controversial report on the soaring $Ton ecosystem, highlighting the bear case and why Ryan believes $Ton is currently overvalued. We also leverage Ryan's former career as a macro expert to discuss the state of the market, moneyness claims around Bitcoin and Eth, before getting into the memecoin mania and why Ryan doesn't believe it will ever go away.
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Time Stamps
(0:00) - State Of The Market
(3:09) - Death Of Altcoins?
(10:14) - Ton’s Bear Case
(19:39) - Ton’s Metoeric Adoption Rates
(23:15) - Does Tap-To-Earn Have Any Future?
(24:56) - The Difficulty With Sybilling Telegram MiniApps
(26:43) - Trying To Fair Value Ton
(29:44) - Telegram’s Attempt At Becoming A Super App
(32:06) - Why Researchers Don’t Publish Many Bear Cases
(33:53) - Ton’s Other Unique Offerings
(39:19) - Issues With L2 Value Accrual
(45:25) - Pushing Back Against Eth’s Moneyness Claims
(55:25) - Reasons For US Dollar Strength Since Credit Crisis
(57:55) - What Everyone Misses About Memecoins
(1:06:53) - Memecoins To Create Decentralized Trending Lists
(1:09:18) - Pump Fun As The TikTok For Memecoins
(1:11:13) - Pump Fun vs Other SocialFi Apps
(1:15:50) - Advice To Becoming A Crypto Analyst
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Episode Resources
Follow Ryan : https://Twitter.com/_RyanConnor
SOLETH relative value trade : https://x.com/_ryanrconnor/status/1807878422950998476
Blockwork's TON Research Summary :
https://x.com/blockworksres/status/1806380764369670367
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
This week, Sal catches up with Greg Gotsis from Tiplink to discuss the simplest wallet onboarding experience that we have seen to date. Whilst Tiplink's wallet creation process is made incredibly fast and intuitive via a Google Login workflow, it is Tiplink's ability to share and send ownership of their wallets via links over the internet which could truly help to unlock mass market user behaviours. Links form the bedrock of the internet, and so Tiplink can utilize all existing web infrastructure and social media applications to increase adoption of its wallet, without needing to reinvent the wheel. Greg talks about the project's journey so far, how a combination of Tiplink and the recently unveiled Solana Blinks could further help to transform user behaviours, and how he imagines the wallet landscape improving over the next 10 years.
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Time Stamps
(0:00) - Tiplink Overview
(3:59) - How Wallet Works In Back-End
(7:12) - Growth and Marketing Strategy
(10:16) - Predicting Wallet Landscape In 10 Years
(12:44) - Next Steps For The Team
(15:09) - Pinpointing Tiplink’s Wedge
(17:42) - Dealing With On/Off Ramps
(19:50) - The Unlock Of Solana’s Blinks
(22:53) - Building For Mobile Users
(29:50) - Tiplink’s Non-Linear Route To Today
(32:56) - Future Products
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Greg : https://Twitter.com/GreggMachine
Tiplink Website : https://Tiplink.io
This week, Sal and Dave catch up with Hardhat Chat to discuss one of the most talked about and exciting launches in recent crypto history - Ore Supply. Ore is a POW coin which is being mined on Solana in an attempt to fulfill Satoshi's original vision of a peer-to-peer electronic cash system. Ore's unique insight is in decoupling consensus from the POW token's distribution to miners (leaving it instead up to Solana's consensus engine) - thus allowing for a completely new design space for a new-age Bitcoin, and potentially heralding a new wave of POW mining tokens on highly scalable modern blockchains. At Unlayered, we seek out upcoming narratives and market metas before they become consensus - and Ore might just be the project to lead the next stage of this cycle.
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Time Stamps
(0:00) - Why Bring POW to Solana?
(5:03) - Use cases for $Ore
(7:12) - Advantages From Removing Consensus From A POW Coin
(12:36) - Designing Crypto Mining With The Little Guy In Mind
(19:36) - How The v1 Launch ‘Broke’ Solana
(27:03) - How Chains Should Deal With Spam In The Future
(30:40) - Why Build On Solana
(35:42) - Designing Ore’s Supply Schedule
(37:14) - The Problem With Halvenings
(40:38) - Scaling Up The Operational Side
(47:33) - Introducing Native Staking To POW
(49:54) - Importance Of Mining Via Mobile
(54:55) - Ore To Lead Crypto’s Next Meta?
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Hardhat Chad : https://Twitter.com/HardhatChad
Mine Ore : https://ore.supply
This week, Sale, Dave and Zen Llama get together for a Bullpen roundtable episode to discuss the recent run up in celebrity backed memecoins and whether they are a net positive for the space. We then discuss the rise of Ton and the potential future threat of high distribution blockchains, who won the Toly vs Justin Drake debate, and how Monad is starting to bootstrap its developer community.
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Time Stamps
(0:00) - The Argument For Celeb Memecoins
(14:17) - Where Are The Apps This Cycle?
(16:15) - L1 vs L2 culture
(22:35) - Will Eth Lose First Mover Advantage?
(19:18) - Future of Stablecoins on Eth
(23:25) - The Rise Of Ton and High Distribution Blockchains
(35:58) - BNB Outperformance
(38:57) - Sol vs Eth Value Accrual
(42:56) - Is Economic Security a Meme?
(49:12) - How Monad is bootstrapping it’s developer community
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
This week we are joined by Emmanuel Awosika, a prominent member of the Ethereum R&D community, to explore the ways in which Ethereum needs to improve to become more competitive with newer, high throughput blockchains. We discuss the current issues with Ethereum, including the challenges of interoperability between rollups and the ossification of Eth's "OG" culture, before exploring the solutions to help make Eth great again.
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Time Stamps
(0:00) - Current Issues with Eth
(5:22) - Why Build On EVM Stack vs SVM
(9:23) - Why Would L2s Give Away Sequencer Fees?
(14:01) - Toly v Justin Drake Thoughts
(19:18) - Future of Stablecoins on Eth
(23:06) - Can You Tokenize The World on Eth L1?
(25:14) - Upcoming EIPs That Will Transform UX
(36:10) - Eth’s Need To Start Focusing on Apps
(41:22) - What Could Eth Learn From Solana
(51:50) - Timelines For Eth L2 Throughout To Be Competitive With Solana
(59:57) - How To Prioiritze What Eth Needs To Focus On
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Emmanuel : https://Twitter.com/eawosikaaEmmanuel's Writings : https://emmanuelawosika.bio.link/
In this conversation, Sal is joined by Justin Gary to discuss the design and creation of Solforge Fusion, a hybrid deck game from the creators of Magic the Gathering. They delve into the gaming industry, the evolution of trading card games, and the impact of digital technology on game design. They also explore the concept of Web3 gaming and the unique mechanics of Solforge Fusion as it looks to straddle the physical and web 3 card game world and usher in the next phase of Web3 gaming.
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Time Stamps
(0:00) - Justin's Career to Date
(2:43) - The Evolution of Trading Card Games
(13:09) - Solfate Ad
(13:36) - How Solforge is Utilising Crypto Primitives
(21:27) - Card Creation Mechanism
(27:47) - Understanding Good Game Design
(38:40) - Future State of Solforge
(44:41) - Combining Physical Games With Web3
(46:36) - State of Crypto Gaming
(56:24) - Closing Thoughts
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Justin : https://Twitter.com/justin_gary
Follow Solforge : https://Twitter.com/SolForgeGame
We are joined this week by Bread (@0xbreadguy) to discuss the rise of SocialFi and the apps which have taken the crypto space by storm, namely FriendTech and Fantasy Top. Bread is a Crypto Twitter personality who has been in the trenches of SocialFi since the very beginning, helping to popularize the 3,3 Friendtech meta and providing a trove of useful information for those looking to get started. We also talk about the future and relative positionings of Btc, Eth and Sol - before breaking news about the SEC's reversal on a potential Eth ETF approval and providing live reactions to this potentially seismic new shift in political tone
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Time Stamps
(0:00) - Intro to FriendTech
(4:21) - Bonding curve as the unique insight
(7:27) - Do FT keys hold any real utility?
(12:52) - Risk of doxxing users’ wallets
(16:35) - FT starting a new 100% airdrop meta?
(22:07) - FriendTech V2 and Clubs
(27:17) - Intro to Fantasy.Top
(35:01) - Reducing friction for content creators
(37:43) - Solfate Ad
(38:07) - L1 landscape and looking to the future
(48:50) - NFT inscriptions on Eth
(57:24) - Btc and progress vs ossification
(1:08:27) - ETF approvals, politics and the rise of $BODEN
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Bread : https://Twitter.com/0xbreadguy
Ray Jacobson, CTO at Audius, joins Unlayered to discuss the decentralized music marketplace and how Audius aims to bring fans and artists closer together. The platform allows for economically incentivized music experiences and leverages blockchain technology to create an open and transparent platform. Spotify’s business model simply doesn’t work for the long tail of artists, and so Audius aims to reduce the distance between artists and fans while allowing a far larger segment of the music industry to make money doing what they love. Audius is an ambitious project which has been in the crypto space for many years, and perhaps now is the time that this project can finally break into the mainstream.
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Time Stamps
(0:00) - Ray’s journey into crypto
(2:35) - Which problem is Audius solving?
(10:05) - Future of AI generated music
(13:11) - Fixing music royalties with smart contracts
(22:11) - UX is king
(24:25) - Obtaining music rights
(27:56) - How web 3 improves creator revenues
(36:08) - Have music NFTs been a failure?
(44:54) - Solfate Podcast Ad
(45:22) - Getting Audius streams onto other websites
(47:40) - How Audius can compete with Spotify
(50:40) - Nurturing Audius-native artists
(55:59) - Favourite artists
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Ray : https://Twitter.com/RaymondJacobson
Audius Website : https://Audius.co
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Sponsor Resources
Follow Solfate : https://Twitter.com/SolfatePod
Solfate Podcast : https://solfate.com/podcast
The Bullpen is the start of a new regular series where we have informal discussions around the recent news and events from the cryptosphere, and give our take on what this might mean going forwards. This week, we delve into Solana's scaling issues, memecoin mania, Eth narratives bleeding over into Solana and the potential rise of apps (finally!) in crypto. Let us know on Twitter which topics you'd like us to discuss next time!
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Time Stamps
(0:00) - Solana scaling issues
(8:34) - Comparison to Monad
(15:15) - Will MEV be the only material revenue stream for L1s?
(19:41) - Eth narratives bleeding into Solana
(21:03) - The Rise of the Apps?
(29:32) - Telegram as Crypto’s distribution layer
(32:30) - Will crypto gaming and metaverse skip this cycle?
(38:10) - Which verticals to focus on during this downturn
(41:23) - Memecoin thesis
(49:54) - Ore Mining as a new meta?
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod




