In this episode, Uma Roy, Co-founder and CEO of Succinct Labs, joined us to dive into the world of zkVMs! We cover Succinct’s Prover Network & SP1, why zkVMs are needed, and the importance of being open source. Additionally, we speculate on whether or not all rollups will eventually become zkRollups. Finally, we discuss Succinct’s go-to-market strategy, the market for zkVMs, and Succinct’s vision for the future.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Timestamps:
(0:00) Introduction
(2:24) Why Are zkVMs Needed?
(4:58) Tradeoffs vs Other VM Environments
(8:21) The Importance of Being Open Source
(11:41) Decentralized Prover Networks
(17:31) SP1: Primary Customers & Cost Improvements
(22:51) Permissionless III Ad
(24:05) Polygon Ad
(24:56) Will All Rollups Become zkRollups?
(28:32) Succinct's Go-to-Market Strategy
(35:03) The Market for zkVMs
(38:07) Audits, Proof Generation, and Succinct's Vision for the Future
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
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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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, Blockworks Research analysts try to navigate the crypto carnage. They discuss Coinbase’s recent earnings report, and potential solutions for a crypto index. Additionally, they cover the dominance of stablecoin provider business models, how to potentially gain exposure to these businesses, and whether or not PayPal can compete with established giants in the space. Finally, they present the bull and bear cases for Avalanche adoption.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Resources
Stablecoin Volumes Chart: https://app.artemis.xyz/stablecoins?chain=solana
Reth: Accelerating Base, Optimism & Symbiotic: https://x.com/blockworksres/status/1819042025200820294
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Special thanks to your sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Marc: https://x.com/marcarjoon
Follow Nikhil: https://x.com/0xnikhilchat
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:39) Is Jump Crypto Closing Shop?
(5:31) Coinbase Earnings & A Potential Crypto Index
(14:51) Gaining Exposure to Stablecoin Providers
(19:33) How Can PayPal Compete in the Stablecoin Sector?
(32:59) Nillion Snippet
(40:35) The Avalanche Bull vs Bear Debate
(56:08) What is Reth?
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.