Walt Smith -- MEV on Bitcoin

10/02/2025 1h 0min Temporada 1 Episodio 6

Listen "Walt Smith -- MEV on Bitcoin"

Episode Synopsis

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/@davidseroy385⁠⁠⁠THANKS TO OUR SPONSORS:STRATA:⁠⁠⁠https://x.com/Strata_BTC⁠⁠⁠ ALPEN LABS:⁠⁠⁠https://alpenlabs.io/⁠⁠⁠Chapters00:00 Introduction to Walter Smith and Cyberfund10:51 The Evolution and Investment Thesis of Cyberfund15:59 Exploring Alpen and Bitcoin's Future23:17 Understanding MEV and Reorg Risks in Bitcoin30:32 Mining Trust and Fee Variance35:49 Private Order Flow and Its Implications44:43 The State of Bitcoin Liquid Staking Tokens (LSTs)57:38 Bitcoin Culture and Future Innovations