Transcript preview
Preview only
If you care about what's actually happening on chain, subscribe to the Xerox research newsletter. Our team at Blockworks Research sends a daily brief with analyst insights, data driven breakdowns, and sharp opinions on what's happening on chain built by people who live in the arena. Subscribe at the link in the description today.
Nothing said on Xerox Research is the 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. Bocaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed.
Welcome. Welcome. Another episode of Xerox Research. Today, Mark and I from the Lockworks Research team are joined by a big cast of roll up related, l two related, various, spaces within the ETH roll up and l two ecosystem. We've got Lewis from Gelato, Leland at Succinct, Hubert with l two beat, and m team of Spire Labs. How's everyone doing today? Glad to have you all on.
Super excited to be here.
Awesome.
Yeah. Great to be here. Perfect day. Perfect timing to discuss Fiori Meltus, I think, after yesterday's FUD, I suppose, mix of FUD. Like, everybody FUD is is FUD ing each other, I feel, but, yeah, perfect time.
Yeah. There's been, I think, some hot topics here around like, we're getting into one of those conversations on TT, at least, again, around, good for ETH, bad for ETH. You've got a lot of large companies, corporations, and even crypto adjacent teams announcing, like, new l ones that maybe are EVM based, but, perhaps surprising that they're not, you know, roll ups or l twos specifically, you know, the Stripe paradigm, tempo chain. You've got Circle with I think it's Arc. There's been several other recently in the past, you know, maybe weeks to months. Curious your guys' takes on you know, what
Yeah. I'm happy to open the floor here, although I'm already looking forward to all the other spicy takes. From my end, first of all, I'm Luis. I'm the co founder of Gelato, and we have been running various services on EVM chains. Originally, Ethereum, like, six years ago, I think we started the project, but we're also very much known for our roll up as a service offering, powering chains like Kraken's Ink Chain that's running on Gelato, Raya chain that's a Perplex, Open Campus, Arena Z. We have a bunch of these chains, and we deployed these chains into production for two years now, and we gat
I'll jump in here real quick to say, truly agree from the perspective that you're coming at here, which is like, it's not so much about these companies that are launching their bonds. It's like about Ethereum. And I think people we do ask the question, like, is something bullish or bearish for ETH without, you know, that thing being about Ethereum. If it's a Solana upgrade, then, you know, maybe there's competition pressures with Ethereum. But it's much more valuable to actually look at what Ethereum is doing. And you said a great there. There's, like, a few pieces of technology that we've bee
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.