Podcast: Coinbase – the AWS of Crypto | Joe Lallouz

Joe Lallouz discusses Coinbase Cloud, staking markets and the future of Web3 infrastructure.

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On today’s episode of “Empire,” Joe Lallouz, head of Coinbase Cloud, joins Jason and Santiago to discuss how Coinbase Cloud is building the AWS of crypto.

Coinbase Cloud is building blockchain infrastructure and APIs that abstract the complexities of staking, data access, deployment and more. Joe explains the challenges of building in crypto, how Coinbase Cloud is taking on this challenge, and why developer tooling is critical for rapid innovation.

Joe Lallouz, Jason and Santiago then discuss the importance of crypto’s low switching costs, proof-of-stake systems, Lido’s staking dominance, and Coinbase’s approach to MEV. Blockchain infrastructure isn’t the hot topic on crypto Twitter, but it’s the base layer of the entire ecosystem and will soon be a primary talking point. Don’t miss this fantastic conversation to stay ahead of the blockchain infrastructure narrative!

Plus, hear more on:

  • Crypto’s bundling and unbundling
  • Developer SDKs
  • Staking derivatives
  • And so much more!

Check out what they had to say in the video below.👇

About the show

“Empire” is a twice-a-week show where we share the real crypto stories that aren’t heard elsewhere. On Mondays, Jason and Santiago Santos interview crypto industry movers and shakers to talk about their struggles, bold moves and tough decisions. Finish off the week with Friday’s weekly roundup episode that covers the top news and narratives of the week.

For any NPR or Guy Raz fans out there, you can think of “Empire” as a “How I Built This” for the bitcoin and crypto industry.

Subscribe to “Empire” today on Apple or Spotify. Watch episodes on YouTube.


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Research

Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.

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