Deeply Intents

• The Final Boss - Katia Banina

  In this episode of Deeply Intents, Katia Banina and I discuss her impressive journey from data analytics with the London Stock Exchange Group to the Final Boss at Bebop. We had a wide-ranging conversation about the current state of speculation and trading in crypto markets including pump fun, RFQs, L2s, market makers and AMMs. Later, we focus on crypto meme culture and subculture feedback loops. We finish by discussing crypto use cases and the importance of DeFi. This was a fantastic conversation.Timestamps(00:00) - Origins(04:57) - Pricing FX forwards(06:53) - Speculation vs. Fundamentals(11:09) - Token narratives(21:39) - Pump fun(28:12) - L2s vs. Solana(32:09) - Chain Abstraction(35:03) - Where to deploy your app?(39:48) - Onboarding application devs(45:13) - Optimizing Telegram use(48:56) - Bebop quotes(50:34) - RFQ & RFS(55:01) - Working with market makers(1:01:00) - Intents aren't real(1:06:00) - Semantic games(1:10:00) - Market Makers, AMMs & MEV(1:14:46) - Price risk(1:19:22) - Women in crypto(1:25:25) - Crypto meme culture(1:33:03) - Subculture feedback loops(1:37:55) - Crypto use cases(1:43:00) - Closing thoughts DisclaimerNothing in this episode should be interpreted as financial, technical, or legal advice. The host does contract work for Heliax, a public goods laboratory, focusing on Anoma.

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  1:45:41
• Ethereum is Game Changing Technology - Drew Van der Werff

  In this episode of Deeply Intents, Drew (founder of Commit-Boost & FABRIC Ethereum) discusses his journey from small-town overachiever to Ethereum public goods builder. In particular, this episode is deeply personal. We share our about our crypto journeys and experiences of working with the Ethereum community, as well as the good and bad of crypto VCs. We discuss Drew's projects Commit-Boost and FABRIC at a high level. Furthermore, we finish by discussing Ethereum's North star, public goods funding, and growing the ecosystem.Chapters (00:00) - Origins (07:46) - Working at Goldman Sachs (12:20) - Help and generosity in Ethereum (20:43) - You can just do things (23:50) - Reflection on VC investing (30:24) - Don't be the sucker at the table (34:15) - Commit-Boost (40:44) - Translating technical details (43:40) - Mastering Ethereum (49:22) - FABRIC (56:58) - Effective Coordination (1:01:53) - Ethereum's North Star (1:06:23) - Ossification acceleration (1:07:58) - We need to scale blobs (1:13:10) - Public Goods Funding (1:20:00) - Attracting new developers (1:22:38) - Tradfi embracing crypto (1:27:32) - What is Ethereum winning look like? DisclaimerNothing in this episode should be interpreted as financial, technical, or legal advice. The host does contract work for Heliax, a public goods laboratory, focusing on Anoma.

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  1:30:16
• The Alchemy of ASS - ThogardPVP

  In this episode of Deeply Intents, ThogardPVP co-founder of FastLane, and I discuss his path from Tradfi to MEV savant. In particular, we explore yapping, application-specific sequencing, throughput, reputation systems, OSS and moats, the story of Cincinnatus, More success more MEV, Intents and solvers, Solana, Monad, and FastLane's shBundler. In the last segment of the episode we discuss conflicts of interest, perceptions and chain maximalism. Timestamps(00:00) - Intro(03:20) - Tradfi to Iron Finance(07:38) - Assembling a team(12:17) - Yapping MEV(20:00) - ASS (25:48) - Spam on Polygon(26:57) - Flash Execution(30:14) - Fat TXs(35:29) - Gas costs(39:20) - Talking to apps(44:17) - Throughput(52:30) - Reputation systems(59:50) - More success, more MEV(1:02:55) - OSS and moats(1:12:01) - Integrated products(1:18:49) - Story of Cincinnatus(1:23:00) - Making money(1:28:17) - DeFi Contagion(1:34:41) - Stablecoin collateral (1:40:34) - Fastlane and Monad(1:44:37) - The shBundler(1:52:58) - Increase quality, decrease spam (1:56:57) - No ASS on Solana(2:05:00) - Intents and Solvers(2:09:12) - Bridges and MEV bubbles(2:15:32) - Conflicts of interest(2:23:06) - 7702 vs. 3074(2:27:58) - Perception and honesty (2:32:27) - Team Avengers vs. Team Thanos(2:35:25) - Study Cosmos  DisclaimerNothing in this episode should be interpreted as financial, technical, or legal advice. The host does contract work for Heliax, a public goods laboratory, focusing on Anoma.

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  2:40:30
• Meditations on Solving - Markus

  In this masterclass, Markus, Co-Founder and CEO of Propeller Heads, and I discuss his background in AI and journey into crypto. We spend a good deal of time unpacking Solvers, market making, role specialization, and AMMs. Markus shares key insights regarding block times and their impact on LVR, the challenges with the current trade supply chain, and Tycho, his new product which solves the integration nightmare. We finish by discussing Markus' time as a digital nomad and how it inspires his writing. Chapters(0:00) - Intro(02:15) - Working in AI(04:23) - Communication in remote team(07:54) - MEV feedback loops(12:43) - Crypto culture(19:10) - Defining solver(21:26) - What solvers do(22:00) - Market makers(24:57) - Relayers / Fillers(28:25) - Role specialization(32:24) - AMMs(37:46) - Blocktimes & LVR(41:30) - Onchain liquidity(46:40) - Trade supply chain(59:44) - Barriers to entry(1:03:54) - Tycho(1:07:03) - Integration nightmare(1:13:31) - Verifiable data(1:15:03) - Solarpunk trading(1:20:27) - Compliance criteria(1:23:59) - Chain agnostic design(1:25:50) - Digital nomad reflections(1:29:14) - Friends everywhere(1:31:50) - Writing DisclaimerNothing in this episode should be interpreted as financial, technical, or legal advice. The host does contract work for Heliax, a public goods laboratory, focusing on Anoma.

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  1:34:43
• Your Favorite KOL's Favorite KOL - C-Node

  In this episode of Deeply Intents C-Node and I talk about his journey through crypto from Ethereum to MPC research to Solana and eventually Cosmos (Celestia). We discuss C-Node's twitter lore, his research on based rollups and profitable censorship MEV. We talk about regulatory arbitrage, stable coins, subjectivocracy, hard forks, L2 bridge hacks, building on permissionless systems, rollup governance, and recursive proofs of consensus history. Chapters(00:00) - C-Node Introduction(07:37) - Twitter lore(15:20) - Vitalik's Trilemma(21:25) - Celestia (28:14) - Based rollups(33:53) - Profitable censorship MEV(39:33) - FOCIL + MCP(42:02) - Favourite rollup stack(50:22) - Flipping the bird(52:00) - Regulatory arbitrage(57:00) - Cash based society(1:02:00) - Unfuckwithable money(1:05:45) - Hypothetical hard forks(1:15:00) - L2 bridge hacks(1:19:40) - You can just build things(1:26:09) - Rollup governance(1:30:40) - Succinct residency  DisclaimerNothing in this episode should be interpreted as financial, technical, or legal advice. The host does contract work for Heliax, a public goods laboratory, focusing on Anoma.

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  1:35:27

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