What is the future of Arbitrum now that L1 Ethereum is becoming scalable?

In this episode, Amanda Cassatt sits down with Offchain Labs and Arbitrum co-founder Steven Goldfeder. Arbitrum began as Ethereum’s scaling answer, borrowing its security to add more bandwidth, faster confirmations, and better UX. As Ethereum solves the scalability problem that was Arbitrum's original raison d’être, Steven explains Arbitrum's next frontier: customization and institutional onboarding onto Ethereum, by providing privacy and KYC that won't become available at L1 anytime soon.

The two discuss the specific ways and regions Robinhood is already - though invisibly to users - using Arbitrum, the precise path RWAs are taking to gain consumer adoption, and which traditional financial products are poised to come onchain. Steven clarifies where he aligns and departs from Vitalik's articulation of what Ethereum is for, and he tells us what he believes will happen when Ethereum grows beyond its original decentralization-first vision.

Times are evolving, and institutions aren’t guaranteed to take on the cypherpunk ideology, but so long as the core system is preserved, Goldfeder believes that there are a lot of benefits to mass onboarding.

Timestamps:

00:00 Scaling Ethereum: The Role of Arbitrum

09:29 Customization for Institutions: Arbitrum's Unique Offerings

12:43 Compliance and Privacy: Institutional Needs in DeFi

16:21 The Philosophy of Ethereum: Freedom vs. Compliance

22:39 The Future of Ethereum: KYC and Institutional Adoption

25:03 The Evolution of Use Cases on Arbitrum

31:44 Arbitrum's DAO: Governance and Decision-Making

43:50 Balancing Power: Democracy vs. Monarchy in DAOs

55:24 The Future of Arbitrum: Growth and User Experience

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Steven on X: https://x.com/sgoldfed

Offchain Labs on X: https://x.com/OffchainLabs

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ