Sep 14, 2022
Bankless' David Hoffman joins Matt and Nic for a special episode to cover Ethereum's highly-anticipated Merge. In this episode:
- How David came to Ethereum and the Bankless origin story
- The story behind the Bankless DAO
- Whether David would ever consider focusing on other blockchains
- What could cause David to abandon Ethereum
- The Coinbase OFAC filtering debate
- Why proposer-builder separation might make validator-driven censorship harder
- Filtering transactions at the pool layer versus undertaking a ‘Treasury Activated Soft Fork’
- Under what conditions would social slashing of major validators make sense?
- How embedded is the social slashing consensus into Ethereum’s social fabric?
- The significance of the new supply dynamics stemming from the Merge
- Is the unlock something to worry about?
- Is there a ‘crowding out’ effect from staked Ether becoming a risk free rate?
- Does MEV pose a concentration risk post Merge?
- Are MEV-driven yields for stakers perverse?
- Is MEV an inescapable feature of richly stateful blockchains
- Why the notion of Certified-Toxic-MEV-free blocks might emerge
- How is Ethereum’s roadmap determined?
- What’s the deal with the Surge, the Verge, the Purge, and the Splurge?
- What are the strongest narratives coming out of the Merge?
- Probabilities of the Merge success
- Why the Merge may not be fully priced in
Follow David on Twitter and learn more about Bankless.
Intro and outro music: Daniel Allan's Collage #344