Is Ethereum Back on Track? | Jon Charbonneau & @0xBreadguy

Bankless

[email protected]

Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 23 April 2025

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1.

They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape.

Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy

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TIMESTAMPS & RESOURCES

0:00 Intro

5:28 Jon & Bread’s reaction to the Dankrad/Angsar episode
https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito
https://x.com/TrustlessState/status/1914402754891559253
https://x.com/TrustlessState/status/1914330497905299790

27:56 Unichain or Ethereum L1 is DeFi?
https://x.com/TrustlessState/status/1913633500206428201

35:07 Making the L1 competitive while keeping L2s happy

44:38 L2s Parasitic?

48:49 Bitcoin Roadmap Bread vs. Jon

57:09 Decline of the ETH price & all asset prices overpriced?

1:05:02 ETH/BTC growth slowdown reason

1:13:35 The politics side of the conversation

1:19:05 What Bread & Jon are excited about

1:26:49 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to Bankless. Today on the podcast, I have ZeroX Bread and John Charbonneau.
0:07.7	Brett and John are both informal researchers, educators, and crypto, and both have been
0:11.3	active commentators on the evolution of the Ethereum roadmap and the position that Ethereum
0:15.9	finds itself downstream of the design choices that it's made. The recent episode that I did
0:20.7	with Ansgar and Dankrad has changed the conversation around Ethereum, as people are now imagining downstream of the design choices that it's made. The recent episode that I did with
0:20.8	Anskar and Dankrad has changed the conversation around Ethereum as people are now
0:24.3	imagining a different future for what Ethereum could be, one where the Ethereum layer
0:28.6	one has a renewed focus and attention from Ethereum leadership. Still a roll-up-centric
0:33.5	roadmap, but all around a strong layer one. Since Brett and John have been so active in
0:38.8	this conversation over the years, I decided to get them on to have a discussion about their
0:41.6	thoughts and what they think will happen next in Ethereum. Before we get into the episode, a message
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	...

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