Why Stablecoins Are Crypto's Biggest Opportunity | Charlie Noyes & Bam Azizi
Gm! This week we're joined by Charlie Noyes & Bam Azizi to discuss Meshs's $82M Series B raise. We deep dive into the Mesh origin story, how to unlock crypto payments, why the world needs stablecoins, crypto's multichain future & the biggest opportunity in 2025. Enjoy!
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ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains.
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To learn more about ZKsync, visit http://www.zksync.io
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Mantle is evolving into the premier on-chain financial hub, supercharging the ecosystem that bridges blockchain with banking. The 2025 roadmap introduces three transformative products:
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Timestamps:
(00:00) Introduction
(06:47) The Mesh Origin Story
(14:12) Ads (ZKSync)
(15:17) How To Unlock Crypto Payments
(19:39) The Stablecoin Thesis
(25:52) Ads (ZKSync)
(26:57) What’s Next For Stablecoins?
(31:55) Will Tether Continue To Dominate?
(36:18) Ads (Falcon x, Bitwise, Mantle)
(38:50) Why The World Needs Stablecoins
(44:50) Crypto’s Multichain Future
(47:23) Stablecoin Adoption In 2025
(49:16) Crypto’s Biggest Opportunity In 2025
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Disclaimer: Nothing said on Empire is a 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Multi-Proposers & The Future Of Ethereum
In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap.
This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.
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------ TIMESTAMPS 00:00:00 Start 00:05:14 Intro To Our Guests 00:09:21 Proposer Builder Seperation 00:12:39 Stepping Forward vs Patching 00:19:35 Getting Rid Of MEV? 00:26:35 Inclusion Lists 00:40:14 What is Braid? 00:50:43 The Bear Case 01:06:37 Vitalik's Take 01:10:53 The Benefits of Braid 01:20:28 L2 Centric Roadmap Changes? 01:36:26 How's Rust Going? 01:44:49 Other Exciting Roadmap Updates 01:57:52 Call To Action
------ RESOURCES
Georgios: https://x.com/gakonst
Max: https://x.com/MaxResnick1
Charlie: https://x.com/_charlienoyes
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
66 - Crypto’s Existential Threat | MEV Panel: Phil Daian, Georgios Konstanopolus, Charlie Noyes
Phil Daian is a researcher and software engineer and is leading the charge into mapping MEV with the Flashbots Project. Georgios Konstantopoulos and Charlie Noyes are both partners at Paradigm.
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Bankless Podcast #66: MEV Panel Guests: Charlie Noyes, Phil Daian, & Georgios Konstantopolous
In this State of the Nation, we bring on big-brain experts behind projects like Paradigm and Flashbots to explain the complex but critical topic of MEV - commonly known as Miner Extractable Value, but as discussed in this episode, Maximum Extractable Value is a more appropriate descriptor. MEV is arguably the single most important unsolved problem in the crypto space.
In the context of incentives and network security, MEV generally refers to the ability of miners & validators to take advantage of their position as securers of the network. Blocks are verified by single entities, and these block producers have tremendous power when they are the ones adding a particular block to the blockchain. We refer to this instance as ‘God-Mode,’ in which a node has the power to assemble & order transactions at will. The threat here is the potential gaps between what is best for the network and what is best for the node.
As an internal and unbounded threat to blockchains, solving the problems that MEV presents is critical to maintaining proper consensus and ensuring decentralization and permissionless access. We take a deep dive into potential solutions, and the impact of EIP-1559 and Proof-of-Stake on MEV. Dive in to learn why despite the challenges ahead, Charlie says:
“In the absence of certainty, I’m willing to take the optimistic perspective.”
------ Resources:
Phil on Twitter https://twitter.com/phildaian?s=20 Georgios on Twitter https://twitter.com/gakonst?s=20 Charlie on Twitter https://twitter.com/_charlienoyes?s=20 Exploring Ethereum’s Dark Forest with Dan Robinson https://youtu.be/MtpRDqrCfbc Investing in DeFi Paradigms with Charlie Noyes https://youtu.be/dQOhbb5HmLA
----- 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
26 - Investing in DeFi Paradigms | Charlie Noyes
Episode: #26 August 18, 2020
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What are the paradigms for investing in DeFi?
Charlie is an exceptionally bright & thoughtful investor in crypto assets at Paradigm...one of the leading investment firms in the crypto space. We talk institutions, yield farming, and DeFi protocols...and then we get into one of our favorite subjects. Is ETH money?
Or rather, does ETH need to be money in order to secure itself?
What is dirty little secret many Ethereans and Bitcoiners don't admit? Why is moneyness and security two sides of the same coin? Why won't transaction fees secure Bitcoin? This episode goes from great...to amazing. You won't find this depth of discussion anywhere else. Stay tuned to the very end to catch the conversation on economic security.
We cover:
Starting in crypto at age 11
Gen Z and crypto
How Institutions see crypto
Futility tokens are futile
Is Uniswap the last word on AMMs?
RAI vs DAI
Money gams & accounting tricks
Yield farming for yield farming sake
Why we're not in a bubble yet
Why Ether has to be money (or bust)
Cosmos and Ethereum alternatives
Not bullish on Eth2 timeline
Join us next Monday for a fresh episode!
----- Resources discussed:
Here's the episode with Joey Krug we mentioned
Bitcoin for the Open Minded Skeptic article by Paradigm
Is the Map of America the way institutions see crypto?
We mentioned YAMS - here's our explainer
We mentioned EIP-1559 (listen here | read article)
----- Episode Actions:
Read "Bitcoin for the Open-Minded Skeptic” by Paradigm
Articles Charlie mentioned to understand economic security: On the Instability of Bitcoin Without the Block Reward
Flash Boys 2.0 - Phil Daian
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----- Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.