Show notes
Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more!And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum.- -Timestamps:(00:00) Introduction(00:59) Hot Seat/Cool Throne(21:50) Interview Start: The Modular Stack(24:23) The Role of Centralized Sequencers(28:29) Lightspeed Promo(29:10) Decentralized Sequencer Design(36:28) Why Will L2s Use a Shared Sequencer?(45:00) Cross-Rollup Atomic Composability(53:12) Rollup MEV Capture(1:01:00) A Winner-Takes-Most Market?(1:04:20) Restaking: Aligning L1 and L2 Economic Value(1:10:23) Who are the Ideal Users?(1:14:33) Supported Virtual Machines - -Follow Josh: https://twitter.com/JskybowenFollow Ben: https://twitter.com/benafischFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow Purplepill: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Resources:Voltz's new cross-margining producthttps://twitter.com/voltz_xyz/status/1645741501002010624Espresso Systemshttps://www.espressosys.com/https://twitter.com/EspressoSysAstriahttps://www.astria.org/https://twitter.com/AstriaOrgThe Inevitability of UNIchainhttps://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4Espresso on L1 and L2 economic incentive alignmenthttps://hackmd.io/@EspressoSystems/EspressoSequencer- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.