Shared Sequencers in the Modular Stack | Josh Bowen, Ben Fisch

Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more! And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum. - - Timestamps: (00:00) Introduction (00:59) Hot Seat/Cool Throne (21:50) Interview Start: The Modular Stack (24:23) The Role of Centralized Sequencers (28:29) Lightspeed Promo (29:10) Decentralized Sequencer Design (36:28) Why Will L2s Use a Shared Sequencer? (45:00) Cross-Rollup Atomic Composability (53:12) Rollup MEV Capture (1:01:00) A Winner-Takes-Most Market? (1:04:20) Restaking: Aligning L1 and L2 Economic Value (1:10:23) Who are the Ideal Users? (1:14:33) Supported Virtual Machines  - - Follow Josh: https://twitter.com/Jskybowen Follow Ben: https://twitter.com/benafisch Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Westie: https://twitter.com/WestieCapital Follow Purplepill: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Voltz's new cross-margining product https://twitter.com/voltz_xyz/status/1645741501002010624 Espresso Systems https://www.espressosys.com/ https://twitter.com/EspressoSys Astria https://www.astria.org/ https://twitter.com/AstriaOrg The Inevitability of UNIchain https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4 Espresso on L1 and L2 economic incentive alignment https://hackmd.io/@EspressoSystems/EspressoSequencer - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.