Starknet (STRK)

There have recently been some discussions on the ongoing role of L2s in the Ethereum ecosystem, especially in the face of two facts:

* L2s' progress to stage 2 (and, secondarily, on interop) has been far slower and more difficult than originally expected
* L1 itself is scaling, fees are very low, and gaslimits are projected to increase greatly in 2026

Both of these facts, for their own separate reasons, mean that the original vision of L2s and their role in Ethereum no longer makes sense, and we need a new path.

First, let us recap the original vision. Ethereum needs to scale. The definition of "Ethereum scaling" is the existence of large quantities of block space that is backed by the full faith and credit of Ethereum - that is, block space where, if you do things (including with ETH) inside that block space, your activities are guaranteed to be valid, uncensored, unreverted, untouched, as long as Ethereum itself functions. If you create a 10000 TPS EVM where its connection to L1 is mediated by a multisig

Stablecoins did $10T in January, more than Visa and Mastercard combined. MetaMask now offers 200+ tokenized stocks and Galaxy posts $482M loss.

On today's show we'll have:

2:45p ET @bsturisky - @Starknet
3:00p ET @patkkim - @artemis
3:25p ET @nikil - @alchemy
3:50p ET @omeragoldberg - @chaoslabs & @JohnZettler - @krakenfx

See you there 🫡

One of Starknet’s biggest wins in 2025 was the impressive growth of STRK staking.

And the ecosystem isn’t slowing down anytime soon.

StarkWare just executed another delegation round to new validators of the StarkWare Delegation Program.

And both StarkWare and the Starknet Foundation are rolling out their Delegation Programs for 2026, and validators can apply to both.

Below is the StarkWare one 👇