In this week's episode, we’re joined by A.J. Warner, CSO at Offchain Labs, to discuss his bold vision for Arbitrum as a "digital sovereign nation." We explore key differences between L1s and L2s, Arbitrum’s business model, capital allocation strategies, and how the new OpCo structure will drive governance and operational efficiency. Enjoy!
Resources
Hope for the Future of Arbitrum: https://x.com/ajwarner90/status/1908143389658194094
Arbitrum Forum - OpCo: https://forum.arbitrum.foundation/c/dao-grant-programs/operation-company-opco/63
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Timestamps:
(00:00) Introduction
(02:07) Thinking About L1s vs L2s
(10:02) Supra Pre-Roll
(10:28) Ledger Pre-Roll
(10:46) L2s Ability to Allocate Capital
(20:32) Arbitrum's Business Model
(26:35) Supra Mid-Roll
(27:20) Ledger Mid-Roll
(27:55) Key Growth Metrics
(33:36) Capital Allocation Concerns & Arbitrum Governance
(48:47) Arbitrum Stakeholders & DAO Structure
(56:36) Operational Challenges & the Future of Arbitrum
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Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion 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. Michael, Nick, and our guests may hold positions in the companies, funds, or projects discussed.