Ethereum co-founder Joe Lubin joins Friederike Ernst to discuss why we are at the "end of a supercycle," a chaotic transition period where legacy institutions are finally adopting blockchain rails not just for efficiency, but for survival. They explore the "inevitable convergence" where the US government may actively rely on stablecoins to absorb debt, effectively using crypto to extend the lifespan of the dollar. At the same time, banks scramble to compete with self-custodial wallets.

Joe also details the structural evolution of Consensys, from an "organic blob" incubating projects like Gnosis to a focused software powerhouse. He differentiates Linea from competitors by highlighting its commitment to permissionless innovation where anyone can deploy a rollup without a "sign-off". He shares his vision for MetaMask evolving into a user-owned "full-service bank.

Topics

• 00:00 Intro & Paradigm Shift
• 04:15 Crypto-Anarchy vs. Enterprise
• 10:30 Banks & Stablecoins
• 16:00 The Economic Supercycle
• 24:45 Consensys History & Spin-outs
• 33:20 Linea & Decentralization
• 42:15 L1 Scaling & ZK
• 48:00 Permissionless Rollups
• 55:30 Future Optimism

Links

• Joe Lubin on X: https://twitter.com/ethereumJoseph
• Consensys: https://consensys.io
• Linea: https://linea.build
• MetaMask: https://metamask.io
• Gnosis: https://gnosis.io/

Sponsors: Gnosis: Gnosis has been building core decentralized infrastructure for the Ethereum ecosystem since 2015. With the launch of Gnosis Pay last year, we introduced the world's first Decentralized Payment Network. Start leveraging its power today at http://gnosis.io

Quantum computing is often dismissed as a distant sci-fi future, but Ethereum OG John Lilic and Oxford physicist Stefano Gogioso argue the timeline is shrinking fast with roadmaps converging around 2030. In this episode, they break down the "woeful" state of quantum readiness in crypto, explaining how Shor's algorithm could eventually shatter the elliptic curve cryptography protecting Bitcoin and Ethereum.

They also explore the terrifying concept of "harvest now, decrypt later," which implies that encrypted data and privacy coins like Monero may essentially be compromised already. Finally, they introduce "Quantum Money," a revolutionary form of digital cash developed by Stefano’s startup NeverLocal, which relies on the laws of physics rather than blockchain consensus to prevent double-spending.

Topics

• 00:00 Intro

• 03:00 John’s Quantum Awakening

• 08:00 Defining Quantum Computing

• 13:30 Logical Qubits Explained

• 18:15 Crypto’s "Woeful" Readiness

• 23:30 "Harvest Now" Threat

• 28:45 Monero’s Privacy Risk

• 33:15 What is Quantum Money?

• 40:00 Investment & Hedging

Links

• John Lilic on X: https://x.com/LilicJohn

• Stefano Gogioso on X: https://x.com/StefanoGogioso

• NeverLocal: https://neverlocal.com

• Quantum.info: https://quantum.info

• Gnosis: https://gnosis.io/

Sponsors:

Gnosis: Gnosis has been building core decentralized infrastructure for the Ethereum ecosystem since 2015. With the launch of Gnosis Pay last year, we introduced the world's first Decentralized Payment Network. Start leveraging its power today at http://gnosis.io

“DevConnect 2025 was about touching and feeling Ethereum IRL”Nathan Sexer, lead of the DevConnect 2025 and Events team at the Ethereum Foundation, gives a peek into the largest iteration of Devconnect ever, with 20,000 attendees, and why the team pivoted to a "World's Fair" format, creating tangible districts for DeFi and Privacy to let attendees truly "touch and feel" the ecosystem.

The conversation gets real about the friction of the physical world. He explained why Argentina’s crypto-native culture makes it the perfect host, how hyperinflation fueled bottom-up adoption, and even the venue-wide internet failure became an accidental "feature," breaking the on-screen silos and pushing genuine face-to-face connections.

A massive geopolitical win was how the team worked with the government to issue 1,000+ visas for attendees from over 130 nationalities to make this event in the true spirit of borderless crypto.

The Ethereum Foundation is heading to Mumbai in 2026! The goal for India is to unify a fragmented developer diaspora and bring regulatory attention to one of the world's most critical tech hubs.

Topics

• 00:00 Intro & Scale
• 04:15 World's Fair Concept
• 09:50 Why Argentina?
• 14:30 Operational Challenges
• 18:15 Internet Blackout
• 22:00 Booth Renaissance
• 28:30 Privacy Priority
• 33:00 Devcon Mumbai
• 37:40 Indian Developers

Links

• Devcon Twitter/X: https://twitter.com/EFDevcon
• Nathan Sexer on X: https://x.com/nethan_eth
• Ethereum Foundation: https://ethereum.org
• Gnosis: https://gnosis.io/

Sponsors: Gnosis: Gnosis has been building core decentralized infrastructure for the Ethereum ecosystem since 2015. With the launch of Gnosis Pay last year, we introduced the world's first Decentralized Payment Network. Start leveraging its power today at http://gnosis.io