Credible Commitments

In this episode of Credible Commitments I chat with Drew Van der Werff, CEO of Blockspace USA. We catch up on the PBS pipeline including Commit-Boost and ePBS. Then we introduce Blockspace and their new initiative— multi-party block construction— the holy grail of block building for Ethereum.

Timestamps
(00:00) - Commit-Boost to Blockspace
(05:16) - Reflecting on the adoption cycle
(08:37) - On neutrality and independence
(10:27) - Some context on PBS
(14:07) - The impact of ePBS
(20:00) - It boils down to economics
(24:17) - Blockspace Forum & gaps in PBS pipeline
(28:00) - Multi-party Block Construction
(30:43) - MPBC Operator as an evolution of a relay
(33:40) - MPBC operator can turn a profit
(36:06) - Does this ice out smaller builders?
(40:06) - An introduction to Blockspace
(43:25) - Heavy and light nodes
(44:36) - Issuance is a contentious thing
(50:15) - Applying a growth mindset to Blockspace

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[1] Drew on X: https://x.com/DrewVdW
[2] Blockspace: https://x.com/Blockspace_ETH/status/2084614592139813298
[3] Blockspace Forum: https://blockspace.forum/index.html
[4] Commit-Boost: https://github.com/Commit-Boost


Disclaimer
Nothing in this episode should be interpreted as financial, technical, or legal advice.

In this episode of Credible Commitments I chat with Ceteris, Head of research at Delphi. Ceteris breaks down equities, ZEC, HYPE, Fomo, Robinhood chain, ETH, Solana governance, and why its a token picker's market.

Timestamps

(0:00) - Breadth across the S&P tape
(1:50) - HYPE, VVV, ZEC
(3:46) - Debasement trade & MSTR
(6:09) - Robinhood Chain
(10:36) - Social trading & Fomo strategy
(13:19) - The big meta for crypto
(16:19) - ZEC has asymmetric upside
(19:00) - HYPE vs. ZEC over 5 years
(24:32) - Prediction markets & super apps
(29:03) - Robinhood Chain
(34:43) - COIN vs. HOOD vs. HYPE over 5 years
(39:42) - ETH is money
(43:08) - Solana governance votes & platform risk
(46:47) - FX is the holy grail
(50:11) - Crypto is the best place for capital formation
(53:13) - It's still a token picker's market

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Disclosure: Credible Commitments is an independent podcast. These are opinions of the host and guest alone. Nothing here is financial, legal, or tax advice. The host owns positions in ZEC, ETH, & HOOD.
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Ceteris on X: https://x.com/ceterispar1bus


Disclaimer
Nothing in this episode should be interpreted as financial, technical, or legal advice.

In this episode of Credible Commitments, I chat with Chang—operator, builder, and crypto native.
Chang unpacks why Robinhood chain is winning users and developers, the future intersection of content and casino games, the state of perps trading, and how incentives drive human behavior.

Timestamps
(00:33) - The class of 2021
(03:58) - Data collection for robots
(08:12) - Robinhood is winning devs & traders
(10:42) - Things can still get crazier
(12:49) - Intersection of content & casino games
(17:14) - The future of prediction markets
(19:40) - On the growth of perps
(21:55) - Mobile UX for perps trading
(26:09) - Future trading UIs
(28:24) - RWA fragmentation and use cases
(31:36) - CEXs going after RWA market share
(33:09) - Bull case for Ethereum
(37:17) - There is still a future for more L1s
(39:24) - Token vs. equity
(42:52) - Number go up incentivizes competition
(44:40) - Customer acquisition and GTM strategies
(46:05) - Zoomers love AI & Psychosis
(47:05) - Seeking alpha

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Chang on X: https://x.com/chang_defi


Disclaimer
Nothing in this episode should be interpreted as financial, technical, or legal advice.

In this episode of Credible Commitments I chat with Barnabé Monnot—founding member of Ethlabs.
We make the case for Quick Slots: a quintessential upgrade for Ethereum. Later we discuss fast finality, L1 & L2 strategy, and Fast Confirmation Rule (FCR).

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Timestamps
(00:57) - Why Ethlabs now
(04:42) - Moving faster, product focus
(07:38) - The founder journey so far
(11:12) - Quick Slots are a major unlock
(16:40) - Why quick slots for Hegota and not J*
(21:34) - Clearing the three hurdles for shorter slots
(24:02) - PQ architecture & smart contract dependency
(28:08) - Steel-manning Faster Slots
(33:08) - Validator consolidation & decoupling consensus
(36:53) - Fast Confirmation Rule (FCR)
(41:57) - FCR GTM strategy & adoption
(46:28) - Fast Finality & Trade-offs
(49:56) - L1 & L2 symbiosis
(56:02) - Based rollups
(59:10) - An L1 strategy
(1:02:58) - Potential Gen Z & Gen Alpha strategies
(1:06:43) - Agentic finance onchain
(1:09:26) - Ethereum feeling alive

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1. Barnabé's official position:
https://x.com/barnabemonnot/status/2092574823939461247

2. Ethlabs' official Hegotá EIP ranking:

https://x.com/ethlabs_org/status/2097838222621446629 

3. EIP-8198: Quick Slots:

https://eips.ethereum.org/EIPS/eip-8198

Disclaimer
Nothing in this episode should be interpreted as financial, technical, or legal advice.

In this episode of Credible Commitments I chat with Danning S., Research Director at Pantera Capital. We discuss prediction markets from first principles including -- category segmentation, who the users are and how they behave, MEV in crypto markets, oracle resolution mechanisms, and the power of distribution.

(00:00) - Nerding out on data

(02:26) - Prediction markets high level view

(04:18) - Polymaket US & International

(06:14) - Filtering the Data

(08:02) - Prediction market segmentation

(09:08) - Turnover reveals market attributes

(12:40) - MEV on Prediction markets

(18:42) - Adversarial taker bots

(23:01) - User does not equal wallet

(26:28) - Growing prediction market user base

(29:59) - Why are trading bots losing money?

(31:52) - Culture markets and oracle design

(42:20) - Permissionless prediction markets

(46:23) - Insider trading

(47:15) - High hanging fruit and innovation

(49:56) - The super app thesis

(52:01) - Does onchain matter?

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Danning's Research

1. Flashboys or Superforecasters - A deep dive into Polymarket’s venue growth, user portraits and market structures: https://panteraresearchlab.xyz/research/2026-h1-report-flash-boys-or-superforecasters/

2. Flashboys or Superforecasters; SBC Presentation at MEV Workshop: https://www.youtube.com/watch?v=85j-lQ04T_c

3. Contact Danning on X: https://x.com/sui414

Disclaimer
Nothing in this episode should be interpreted as financial, technical, or legal advice.