The convergence of AI and crypto is particularly interesting to us. We've been doing research and are really coming around to the idea that AI might be the major unlock for crypto, especially for onchain usage. If you're completely new to the convergence of AI and crypto, this is for you. In today's discussion, we discuss the "AI War" of compute and GPUs. The majority of the current GPU usage is being held in the hands of large big tech companies, we're not fans of this model and its not the ideal path for scaling AI going forward. We also discuss how blockchain will decentralize AI, promoting ..read more

The future of AI is a divergent path. On one hand, we have the use of AI for the benefit of all and advancement of our society. On the other, there’s a world where the power dynamic between humans and computers becomes imbalanced and we are as a race are put in an dystopian situation. We believe that the intersection of crypto and AI will be pivotal in not only the decentralization of AI, but also the advancement of crypto adoption. We believe that AI is the unique use case needed to expedite blockchain usage via machine-to-machine economies. AI agents are envisioned to execute trades, manage ..read more

Another episode with an Ethereum scaling OG, Nick Dodson, who pioneered the original idea of optimistic rollups before they were the norm. Nick is actually also working on an innovative concept called fast finality optimistic rollups, which we are going to line up another episode for. The team behind Fuel has been working tirelessly for several years to bring their vision to life, and we getting very close to mainnet. In this presentation, we explore the “Rollup OS” of Fuel, powered by the Fuel Virtual Machine (FuelVM), which is notable for its integration of the UTXO model extended for sophis ..read more

The core innovation of data availability in the modular landscape revolves around minimalism. Due to the minimal smart contract execution capabilities of altDA chains, they can focus solely on providing a specialized service of data verification & publishing. In addition to the design of minimal blocks, these chains are able to perform a unique task of Data Availability Sampling (DAS) which is a revolutionary innovation for blockchain scaling. In today’s presentation, we sit down with John Adler, an Ethereum OG and creator of optimistic rollups. We take a deep, technical dive through the ..read more

Not sure we need to write too much about this one! We mostly laughed and had a good time while understanding the definitions of some key terms in the space. Togruhl, one of the early Ethereum contributors and Scroll co-founders, gave us a presentation on his mental models for modular and monolithic design structures. What was particularly interesting was the idea which Togruhl posed about the convergence of these two ideologies into nearly the same place. Monolithic chains will modularize. Modular chains will enshrine more functionality. We also asked if he thinks Celestia is more of a com ..read more

Finally! Wormhole $W token is here. After a three year journey of shipping filled of ups and downs, Wormhole has announced they are taking the path to decentralizing their community. If you've been navigating the onchain world, you've probably heard the buzz about Wormhole's token, $W (and hopefully qualified for the airdrop). Wormhole has long stood as a critical infrastructure in the blockchain world, offering a bridge that seamlessly connects over 30 chains across five different runtimes. At its core, $W aims to fortify the bridge between diverse blockchain ecosystems, rewarding those who ..read more

Typically, you wouldn’t think of Solana having a strong footing in the modular thesis. After all, the design choices they have elegantly pioneered (credit where credit is due) revolve around scaling a single state machine. This simply won’t scale to billions of users, and they will need to modularize. However, the extremely performant and extensible Solana Virtual Machine (SVM) is an effective tool to build an extremely fast rollup atop Ethereum. We can all be friends here, right? Welcome to today's Modular March presentation, where we take our first dive as a team into the fascinating world o ..read more

We really enjoyed this presentation. While we’ve had multiple shared sequencers talks on Modular March, each one has been far different. Today’s deep dive is around the game theory and incentive designs behind creating a rollup ecosystem which feels completely seamless and interoperable. At its core, Espresso leverages a two part system to enforce how transactions are ordered and finalized across rollups via its sequencer. This system mirrors Ethereum's, but with a twist, aiming to streamline interactions between different rollups and thereby improve user experience significantly. We discus ..read more

If you are modular-pilled this will be a refreshing short chat. If you want to understand the counterargument to building in a modularized fashion, you’ll enjoy this. Andy sat down with Avery Chang, co-founder of Aptos to discuss his perspective on the modular thesis and understand why he is building Aptos in a more integrated fashion. Avery shared his perspective on the intricate dance between modularity and monolithic architectures in blockchain design, and why Aptos leans into the latter with the elegance of a ‘finely tuned sports car’ as a reference. Avery addressed concerns regarding ..read more

What an interesting conversation this was. Going way back to the core ethos of cryptoeconomic systems, we took a bit of a journey through PoW, PoS, and now modularity. It was quite a different presentation from the previous Modular March episodes. We sat down with Alejo, a co-founder of Lumio, to discuss the memetic nature of crypto incentive systems with a focus on designing conservative systems which are aligned with Satoshi’s vision of blockchain. Alejo is an OG and is now building out Lumio, a moveVM based L2 on Ethereum which will likely utilize EigenDA. To be fair, we just briefly tou ..read more