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PODCAST

The Gwart Show | Blockspace Media

Blockspace Media

Through conversations with crypto’s brightest lights, Gwart embarks on a one-man crusade to find the real value of cryptocurrency. Once weekly episodes with guests. Pseudonymous, Gwart is a crypto-Twitter troll and thinkboi seeking answers to non-existent problems in blockchains. Follow along for the most colorful conversations in crypto.

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All Episodes

54:30

Restaking's Killer App w/ DeFi Dave

The Gwart Show | Blockspace Media ·

2025/11/02

DeFi Dave, Head of Growth at Cap Money, joins us to talk about how Cap found product-market fit for restaking. Dave breaks down Cap's three-sided marketplace connecting stablecoin users, market makers (operators), and risk takers. Operators access undercollateralized loans backed by restaked ETH/BTC, paying 8-11% to beat their strategies. If they fail, risk takers eat the loss—users stay protected. We also dive into lore building, why most restaking hype was overblown, and how Cap brings Wall Street

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65:58

Why Circle Thinks Banks Are F*cked

The Gwart Show | Blockspace Media ·

2025/10/26

Gordon Liao, Head of Research at Circle, discusses the explosive growth of USDC to a $50 billion market cap. Gordon also explains how stablecoins are revolutionizing cross-border payments, the regulatory landscape shaping crypto, Circle's strategic IPO timing, and why blockchain-based payment rails will disrupt tradfi.Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • USDC reaches $50B market cap • Cross-border payments cost 6-7% traditionally • Stablecoins settle

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79:27

Why The Internet Is Too Slow for Trading Now

The Gwart Show | Blockspace Media ·

2025/10/19

Austin Federa, founder of Double Zero, joins us to talk about building a new internet optimized for blockchain. We dive into how Double Zero uses private fiber networks from trading firms like Jump to reduce jitter and latency for validators, why proof-of-utility beats proof-of-stake for infrastructure, how they secured a rare SEC no-action letter, and the wild token launch that had everyone screaming online.Subscribe to the newsletter! https://newsletter.blockspacemedia.com# Notes:• Double Zero has

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66:24

The Tether Monopoly Is Over

The Gwart Show | Blockspace Media ·

2025/10/12

Facundo Werning, former Tether country manager for Latin America and now at Agora, joins us to talk about his journey from Argentine policy work to the front lines of the stablecoin wars. We dive deep into how stablecoins actually work in emerging markets, why Agora is positioning itself as the credibly neutral alternative to Tether and Circle, the real state of crypto adoption in Argentina, and why traditional banks are about to get completely upended.Subscribe to the newsletter

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63:01

Saylor Survives, other crypto DATs are cooked

The Gwart Show | Blockspace Media ·

2025/10/05

James Christoph explains why MicroStrategy can't be replicated, DATs are doomed, and crypto markets are more efficient than people think. Plus: Celestia's inflation problem, Ethena's systemic risks, and why Hyperliquid nailed their stablecoin strategy.Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • MicroStrategy's structure makes it impossible to blow up • DATs trading at discounts lack restart mechanisms • Ethereum staking yields ~40 bps after inflation/taxes •

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67:53

Inside Tempo: Stripe's New L1 For Payments

The Gwart Show | Blockspace Media ·

2025/09/28

Mallesh, formerly Special Mechanisms Group and Rice University joins us to talk about his move to Tempo, Stripe's new payments-first blockchain.We dive into why they built another L1, multi-stablecoin architecture, MEV challenges in payments, with credible neutralitySubscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: • Tempo is designed for fast finality payments • Stablecoin agnostic w/ AMM • Reserved block space for payment txns • Cross-border wire transfers are still

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93:10

Bitcoin venture investing, bitcoin banks, and...

The Gwart Show | Blockspace Media ·

2025/09/21

Eric Yakes, venture capitalist at Epoch Ventures, joins us to talk about Bitcoin's path from digital gold to banking system integration. We dive deep into his 130-page report on Bitcoin banking, stablecoin dynamics as Trojan horses for Bitcoin adoption, and why he believes we're heading toward a hybrid financial system that bridges traditional finance with crypto innovation. Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Bitcoin lending market could 4x from 50 to 200

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73:30

Bitcoin miners are front & center for the new energy...

The Gwart Show | Blockspace Media ·

2025/09/14

Rory Murray, Director of Digital Asset Management at Cleanspark, joins us to discuss his journey from global macro investing to leading Bitcoin mining operations, the Griid acquisition, cost structures, hedging strategies, and how the business is evolving into a hybrid energy‑finance powerhouse.Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Clean Spark: “America’s Bitcoin miner” Margins shrink toward zero over cycles Hedging via covered calls at $65K

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56:04

CRYPTOMOMMY (SEC Commissioner Hester Peirce)

The Gwart Show | Blockspace Media ·

2025/09/07

SEC Commissioner Hester Peirce joins us to talk about the evolving crypto regulatory landscape—from the Clarity Act and the Howey test to protocol ownership, governance tokens, and the challenges of MEV. She shares insider perspectives on market‑structure bills, self‑custody, and what regulators really care about in decentralized finance.Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: Fit‑21 introduced market‑structure framework. Clarity Act pending in House &

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70:57

Seeker launch & Solana's future w/ Toly

The Gwart Show | Blockspace Media ·

2025/08/31

Anatoly from Solana joins us to talk about the recently launched Seeker phone and its strategy to break Apple/Google's 30% monopoly through crypto-native distribution. We dive deep into Hyperliquid's centralized matching engine vs Solana's decentralized approach, Bitcoin as digital gold vs investment, the meme coin phenomenon, and why hardware might be key to building alternative app ecosystems.Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Seeker sold 150K units

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73:48

Inside Dark Pools On Solana With Benedict

The Gwart Show | Blockspace Media ·

2025/08/17

Welcome back to The Gwart Show! Today, Benedict Brady, former quant trader and founder of Meridian joins us to talk about Solana's dark pool ecosystem, Jupiter's market dominance, the move from traditional AMMs to sophisticated trading infrastructure, MEV wars, and how his AI-powered trading assistant is changing crypto trading interfaces.Timestamps: 00:00 Start 00:19 Benedict intro 02:32 Solana focused work 05:14 Solana market evolution 13:03 RFQ vs Dark AMM 15:24 Partial RFQ

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83:28

Making Bitcoin cheap to spend with Ark

The Gwart Show | Blockspace Media ·

2025/08/10

Welcome back to The Gwart Show! Today, Alex B from Ark Labs joins us to talk about the Ark protocol and Arkade implementation - a Bitcoin layer 2 that uses transaction batching and virtual UTXOs to scale Bitcoin beyond Lightning. We explore how Ark competes with roll-ups, enables Bitcoin capital markets, and could transform Lightning's UX while maintaining self-custody. Alex explains the technical innovations, use cases from payments to lending, and why this could be Bitcoin's answer to Ethereum's

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67:49

Hyper Gamble to Wealth (w/ Felix Jauvin)

The Gwart Show | Blockspace Media ·

2025/08/03

Felix Jauvin, Macro Economist and host of Forward Guidance podcast, joins us to talk about the regime shift from monetary to fiscal dominance, why Bitcoin and risk assets are hitting all-time highs despite high interest rates, the treasury company revolution led by MicroStrategy, and why "hyper gambling your way to wealth" has become a rational strategy in our current economic environment.Subscribe to the newsletter! https://newsletter.blockspacemedia.com **Notes:** • US running 7% GDP deficit

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59:51

Inside Crypto Treasury Deals With Josh Lim

The Gwart Show | Blockspace Media ·

2025/07/27

FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Gwart Show! Today, Josh Lim from FalconX joins us to talk about the massive boom in corporate crypto treasury vehicles. We talk about how these deals work, from management teams and investment bankers structuring vehicles to raise capital, to the 45-60 day liquidity windows and 2-6x NAV premiums investors are seeing. Josh explains the Michael Saylor playbook, yield strategies, and whether this trend is sustainable or headed for a

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69:57

Squaring Ethereum’s ‘World Computer’ Vision With...

The Gwart Show | Blockspace Media ·

2025/07/20

FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Gwart Show! Today, Christopher Goes, early Ethereum contributor and IBC protocol creator, joins us to talk about why Ethereum failed as a world computer, the organizational chaos at Cosmos (including a CEO who declared himself Jesus), privacy solutions like Narmada, intent-based systems, and how crypto shifted from idealistic public goods to pure attention-driven capitalism. Follow our guest on Twitter! @cwgoes Subscribe to the

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61:21

Privacy and Bitcoin development with Carl Dong

The Gwart Show | Blockspace Media ·

2025/07/13

FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Gwart Show! Today, Carl Dong, founder of Obscura VPN and former Bitcoin Core developer at Chain Code Labs, joins us to talk about his transition from Bitcoin development to building privacy infrastructure. We discuss his work on reproducible builds, supply chain security, the funding dynamics of Bitcoin development, and why he created the first multi-hop VPN that eliminates single points of trust. Subscribe to the newsletter

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72:24

State of the trenches with Robert Chang

The Gwart Show | Blockspace Media ·

2025/07/06

FILL OUT THE SURVEY BY CLICKING HEREWelcome back to The Gwart Show! Today, Robert Chang, crypto trader and prolific Twitter shitposter, joins us to talk about his wild ride through crypto's highs and lows - from being a Luna lunatic to losing everything on Hyperliquid, navigating AI agent metas, getting rugged by VCs stealing his ideas, and why internet capital markets might just be elaborate poker chips with better marketing. Subscribe to the newsletter! https://newsletter.blockspacemedia.com •

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62:08

Designing The Optimal Perp DEX With Doug Colkitt

The Gwart Show | Blockspace Media ·

2025/06/29

FILL OUT THE SURVEY BY CLICKING HERE Welcome back to The Gwart Show! Today, Doug Colkitt, co-founder of Fogo and Ambient Finance joins us to talk about building the fastest Solana-based blockchain for trading. Doug explains why order books are winning over AMMs, how Fogo's 21-validator set enables 40ms blocks, and why verifiability matters more than full decentralization for perp DEXs. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Timestamps: 00:00 Start 00:13 Doug

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64:58

Meet the Solana engineer who defected for his own L1

The Gwart Show | Blockspace Media ·

2025/06/22

Welcome back to The Gwart Show! Today, Liam from Through (formerly Fire Dancer engineer) joins us to talk about building a high-performance L1 blockchain from scratch. We dive into why Solana has structural limitations, his leaderless consensus design, proof-of-burn mechanisms, and why economic security is overrated. Plus takes on trading, Fire Dancer's progress, and the future of DeFi.Subscribe to the newsletter! https://newsletter.blockspacemedia.com NOTES: • Fire Dancer has ~10% of Solana

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65:31

OP_Cat, Bitcoin MEV, and Scaling Bitcoin With Post...

The Gwart Show | Blockspace Media ·

2025/06/15

Welcome back to The Gwart Show! Today, Bitcoiner Post Capone joins us to talk about the risks of OP_CAT activation, MEV extraction concerns on Bitcoin, how increased expressivity could lead to mining centralization, the promise of scaling solutions like Arc and Spark, and why constrained covenants like CTV might be a better path forward than unlimited expressivity. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Timestamps: 00:00 Start 00:27 Who is Post

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86 results

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