Guide to the Ethereum Roadmap | Jon Charbonneau of Delphi Digital
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 1 June 2022
⏱️ 72 minutes
🧾️ Download transcript
Summary
Jon Charbonneau, Research Analyst at Delphi Digital joins David to talk about his recent essay titled, "The Hitchhiker's Guide to Ethereum."
Proposer / Builder Separation (PBS)
Danksharding and ProtoDanksharding (DS + PDS)
Data Availability Sampling (DAS)
What the absolute HELL are these things? What do they mean for Ethereum? What's the common theme behind all of them? And what do they mean for ETH?
All of these questions answered and so much more in the livestream.
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Timestamps:
0:00 Intro
6:00 The Vibe of the Ethereum Roadmap
8:50 The Hitchhiker's Guide to Ethereum
17:06 The End State of Ethereum
23:05 Data Availability Sampling
34:49 Proto to Full Danksharding
48:15 Proposer Builder Separation
54:01 Checks & Balances
56:10 Incentives in Being a Builder
1:01:50 Centralization
1:03:50 Comparing Ethereum’s Scaling Strategies
1:05:54 Value Capture
1:07:20 How Jon Understands Everything
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Resources:
Jon Charbonneau
https://twitter.com/jon_charb
Delphi Digital
https://delphidigital.io/
The Hitchhiker's Guide to Ethereum
https://members.delphidigital.io/reports/the-hitchhikers-guide-to-ethereum
Valuing Layer 1s - Memes, Money, or More?
https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
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| 0:00.0 | Welcome, Bankless Nation. It's a very special episode. I'm super excited to bring you on today's |
| 0:11.2 | state of the nation. Data Nation is where it comes out every Tuesday on the Bankless Livestream |
| 0:15.6 | and then every Wednesday morning on the RSS feed. We relate it to big picture action items. We drop |
| 0:20.9 | some insights into action items and I'm happy to bring you some awesome, awesome alpha coming out |
| 0:26.9 | of a research analyst out of Delphi Digital. We're talking about the Ethereum roadmap |
| 0:33.1 | beyond the merge. In some ways, the merge feels like the finish line for much of Ethereum's history, |
| 0:38.7 | but there is still so much left to do. You might have heard of things like dank sharding or |
| 0:44.0 | data ability sampling or a proposer builder separation and you might have thought, wow, |
| 0:49.2 | that's really complex. I might not ever understand that and you might be right about that and that's |
| 0:54.5 | and I'm sure that we are not totally we are not going into the full math about some of these |
| 0:59.6 | things but we are going into some of these shared themes and shared strategies that each of these |
| 1:05.2 | complex mechanisms have for the future of Ethereum beyond the merge. There's this common |
| 1:10.9 | structure to all of these things and it has to do with harnessing complexity and the separation |
| 1:16.4 | of powers to make Ethereum scale computation while remaining decentralized. So today on the show, |
| 1:21.6 | we're bringing John from Delphi Digital who wrote a fantastic research report raised by some |
| 1:26.7 | of the leading Ethereum researchers, Tim Baker, Pauli Nia and even Vitalik himself, |
| 1:33.2 | called the Hitchhiker's Guide to the Ethereum roadmap and so we're bringing him on the show to talk |
| 1:38.2 | about not the math but the meaning behind all of these things and what it means for Ethereum, |
| 1:43.7 | what it means for you as a potential Ethereum validator and what it means for you as a potential |
| 1:48.9 | ETH holder. You guys might be aware that somebody is missing from this livestream. Ryan is in the |
| 1:53.9 | middle of travel, got rugged by some travel plans so I'm taking this one solo today and our |
| 1:59.3 | fearless leader will be back with us next week or the next week's state of the nation but in the |
... |
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