WuBlockchain Podcast

This episode features a public speech by Ethereum co-founder Vitalik Buterin at the 12th Global Blockchain Summit in Shanghai. Vitalik reviews how blockchain technology has evolved over the past 15 years, arguing that the industry is moving beyond blockchain alone toward a broader technological stack combining blockchains with zero-knowledge proofs, programmable cryptography, and other advanced tools. As data analytics and AI become increasingly powerful, the privacy assumptions of early public blockchains are no longer sufficient, creating a greater need for new cryptographic approaches to privacy, scalability, and security.
Vitalik highlights technologies including SNARKs, STARKs, fully homomorphic encryption (FHE), and formal verification. He argues that zero-knowledge proofs are moving from long-term roadmaps into real protocols, while programmable cryptography could expand blockchain systems from determining "who can send what" to determining "who can see what." In this vision, blockchain will increasingly become a broader network encompassing L1s, L2s, off-chain computation, transaction pools, block building, and other components.
He also argues that AI can accelerate the development, verification, and understanding of complex cryptographic systems. As zero-knowledge proofs become more efficient and technologies such as formal verification and quantum-safe cryptography advance, developers may gain new ways to build decentralized applications with stronger privacy, scalability, and security guarantees.

Timeline:
00:00 Speech Introduction
00:39 How Blockchain Has Changed Over the Past 15 Years
02:30 Why Early Blockchain Privacy Is No Longer Enough
04:48 How SNARKs and STARKs Change Scalability and Privacy
06:20 Zero-Knowledge Proofs Move from Roadmaps to Real Protocols
07:20 FHE and Other Cryptographic Technologies
08:00 Moving Toward Multi-Party Block Building
08:45 Off-Chain Proofs and Parallel Verification
09:40 From "Who Can Send What" to "Who Can See What"
10:40 Blockchain Becomes a Multi-Layer Cryptographic Network
12:25 How New Architectures Reduce Scalability Trade-Offs
14:20 How AI Can Accelerate Cryptographic Development
16:25 Why Formal Verification Matters for L2 Security
18:00 Ethereum's Path Toward STARKs and Quantum Safety
19:44 How New Cryptography Could Reshape Application Development

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In this episode of WuBlockchain podcast, Mysten Labs co-founder Adeniyi Abiodun joins the show to discuss how Sui is positioning itself today, what's driving its growth, and where long-term value could come from.
Adeniyi frames Sui as a high-performance blockchain built for global value transfer, highlighting its horizontal scalability, low-cost payments, onchain storage, and broader developer stack. He also argues that stablecoin payments and AI agent–driven automated transactions could become the biggest demand drivers for crypto going forward.
The conversation also touches on Sui's TVL swings, tokenomics, institutional partnerships, ecosystem support, and the governance tradeoffs exposed during security incidents. At a high level, Sui is trying to move beyond the narrative of being just another general-purpose L1 and instead position itself as infrastructure for global payments and the agent economy.
Timeline:
00:00 Intro
00:16 Sui's new positioning: a high-performance network for global payments and value transfer
02:42 Beyond market cycles: which metrics the team actually cares about
03:54 Why stablecoin payments are crypto's clearest real-world use case today
04:43 Why AI agents could become the next major driver of onchain growth
06:32 Why AI still needs blockchains: trusted data, payments, and automated execution
08:22 How AI is already changing Mysten Labs' engineering and security workflows
10:41 "A good chain doesn't always make a good asset": responding to unlock and token overhang concerns
12:40 Where long-term value accrual for SUI could come from: burn mechanics, staking, and stablecoin-related yield
16:00 Governance after security incidents: should validators ever freeze assets?
19:32 Sui's expansion across Asia, Africa, and other emerging markets
20:44 What to watch over the next year: stablecoin scale, agent payments, and institutional onboarding
21:10 Sui's long-term vision: becoming an alternative to traditional payment rails

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In this episode of Friends of OKX Wallet, Ethereum co-founder Vitalik Buterin discusses the long-term convergence of AI and crypto. He talks about the role Ethereum could play in the agent era: rather than serving as a traditional “operating system,” blockchain is better understood as a public data layer, an on-chain computation layer, and an economic layer for multi-party coordination.
As AI agents begin to interact on-chain at scale, Ethereum will need to offer more than lower costs and higher throughput. It will also need stronger privacy, verifiable security, minimal identity disclosure, and an L2 ecosystem tailored to different application needs.
Vitalik argues that humans will remain the users, while AI becomes a new interface and execution layer. Wallets may evolve from standalone products into secure software capability layers that AI can call and orchestrate. For identity, users should avoid revealing who they are in full, and instead prove only what is necessary, such as reputation or source of funds, through zero-knowledge proofs.
On scaling, Vitalik says L2s should not simply copy the EVM. Instead, they should start from application needs and provide specific functions such as order matching, low-cost execution, or privacy. For Agent product experience, he emphasizes local AI, privacy, security, formal verification, and alignment with user interests. He also points to ZK Payments and ZK API as promising foundations for Agent-native payments and interaction standards.

Timeline:
00:00 Opening: The long-term convergence of AI and crypto
00:51 Vitalik on Ethereum's two core functions in the Agent era
03:30 Why blockchain's economic layer is key to decentralized AI coordination
05:07 AI as the new interface, with humans still at the center
07:09 Wallets evolving into secure API / SDK capability layers
10:03 Why humans and agents can share the same underlying framework
12:04 Low-cost settlement for AI high-frequency transactions, and why L2s need a rethink
16:31 Using AI for Ethereum security verification and Agent wallet development
18:52 Why ZK Payments could be the next protocol-level Agent standard
20:25 Preventing abuse with security deposits without compromising privacy

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Arthur Hayes updated his outlook on market liquidity and Bitcoin’s trajectory in his keynote, “21 Weeks Later,” delivered at the Bitcoin 2026 Vegas conference.
Hayes argued that the market had previously been driven by an “AI deflation” thesis: AI boosts efficiency and puts pressure on high-paid white-collar jobs, which could weaken bank credit quality and weigh on Bitcoin and other risk assets. But as geopolitical tensions rise and the US shifts more clearly toward a wartime fiscal stance, he believes the market is starting to price in fiscal expansion, higher bank leverage, and a fresh wave of credit creation.
He also argued that concerns over Kevin Warsh potentially becoming Fed chair and pursuing an aggressively hawkish balance-sheet reduction are overblown. In Hayes’s view, what is more likely is a structural reshuffling between the Fed’s balance sheet and those of commercial banks. With regulatory easing, commercial banks could take on more Treasuries and repo assets while expanding lending to defense, resource extraction, and AI infrastructure. Hayes believes this new credit creation could outweigh the drag AI has placed on jobs and legacy credit demand, allowing liquidity conditions to turn positive again. On that basis, he remains bullish on Bitcoin and expects further upside this year.
Timeline:
00:00 Opening remarks
00:35 Why markets may treat the conflict as temporary
01:45 How AI deflation and job losses weighed on risk assets
03:24 The shift toward a wartime inflation and fiscal expansion narrative
05:51 Why Hayes questions the “super hawkish” Warsh view
06:49 A possible balance-sheet shift from the Fed to commercial banks
08:26 How banks could absorb more Treasuries and expand lending
10:00 Why Washington still shows no real appetite for austerity
11:23 Why US banks may become major buyers of new Treasury supply
12:09 Why banks could gain more room to lend

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This episode is based on Ethereum co-founder Vitalik Buterin's keynote at Hong Kong Web3 Festival, centered on one question: what kind of chain Ethereum is ultimately trying to become. Vitalik framed Ethereum as infrastructure that serves both as a "public bulletin board" and a "shared computation layer," stressing that its core value is not about chasing maximum speed, but about long-term security, decentralization, verifiability, and fair participation.
In the talk, he laid out Ethereum's roadmap for the coming years. In the near term, the focus remains on scaling both data availability and execution, raising the gas limit, advancing zkEVM adoption, improving block building, and using account abstraction to strengthen smart contract wallets, privacy, and support for post-quantum signatures. Over the medium to long term, the priorities shift toward tackling state growth, expanding formal verification, achieving full post-quantum readiness, simplifying the protocol, and making it possible for ordinary devices — including phones and IoT devices — to verify chain state.
Vitalik also emphasized that Ethereum should not become a platform optimized for high-frequency trading. Instead, it should serve as a secure and durable base layer that developers and users can rely on for the long haul, providing a strong foundation for decentralized applications across finance, identity, social, prediction markets, and beyond.
Timeline:
0:00 Ethereum roadmap backdrop
01:20 Ethereum's two core roles: DA and execution
03:01 Core values: security, verifiability, fair access
03:50 dApps will remain hybrid onchain-offchain
05:21 L2s should not become bigger centralized Ethereums
06:01 Ethereum must scale data and execution together
06:31 The next five years: scaling, zkEVM, post-quantum, privacy
07:39 Next hard fork: parallelization, gas repricing, higher gas limit
08:13 Account abstraction: smarter wallets, gas sponsorship, privacy, post-quantum support
09:50 Mid-term bottleneck: state growth
10:12 Security, formal verification, and AI-assisted proofs
11:47 Ethereum must rely less on core dev teams
13:40 Ethereum's endgame: a global shared layer for rules and data commitments

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