In this conversation, Walt discusses the investment thesis in ZK Rollup on Bitcoin, the risks of MEV to Bitcoin and the evolving culture around innovations.
SPOTIFY:https://open.spotify.com/show/2UEluPXf9YVEOmf5NgL3th?si=95f2bdc87f3441dd…APPLE:https://podcasts.apple.com/us/podcast/stratacast/id1788082091…YOUTUBE:https://youtube.com/@davidseroy385
THANKS TO OUR SPONSORS:
STRATA:https://x.com/Strata_BTC ALPEN LABS:https://alpenlabs.io/
Chapters
00:00 Introduction to Walter Smith and Cyberfund
10:51 The Evolution and Investment Thesis of Cyberfund
15:59 Exploring Alpen and Bitcoin's Future
23:17 Understanding MEV and Reorg Risks in Bitcoin
30:32 Mining Trust and Fee Variance
35:49 Private Order Flow and Its Implications
44:43 The State of Bitcoin Liquid Staking Tokens (LSTs)
57:38 Bitcoin Culture and Future Innovations
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