Podcast: Every Project Will Have Its Own L2 | Michael Anderson & Vance Spencer

Framework’s co-founders discuss L2 scaling, liquid staking and predictions for 2030

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Vance Spencer and Michael Anderson, co-founders of Framework Ventures, join Jason on today’s episode of “Empire.” The founders have grown Framework’s assets under management from $14 million to over $1.4 billion in just three years.

The co-founders share their thoughts on the layer-2 scaling thesis and why every project will eventually fork their own layer-2. Vance and Michael believe the shift to layer-2s is inevitable — it’s the endgame in maximizing token value.

They then dive into staking and staking derivatives and why the Ethereum merge will bring about the birth of a new industry. This might be the most alpha ever dropped in one podcast — don’t miss it!

Plus, hear more on:

  • leveraged bets on ETH
  • the demise of AMMs
  • enterprise blockchains
  • ETH 2.0 merge
  • 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

Outside of stablecoins, the value of tokenized assets sits below $20B, dominated by the following asset classes: private credit, US Treasuries, commodities, institutional alternative funds, stocks, non-US government debt, and corporate bonds. In the coming months, we see the greatest opportunities in the tokenization of illiquid markets, particularly private equity. However, the successful integration of offchain assets into blockchain ecosystems relies heavily on clear and consistent regulatory frameworks, with purpose-built infrastructure to support it.

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