About this episode

Vladimir Novakovski discusses the Lighter EVM launch and the future of finance on DeFi rails.

Vlad Novakovski joins The Rollup to break down the Lighter EVM launch, the valuation disconnect vs. HyperLiquid, and why the future of finance runs on DeFi rails. Vladimir Novakovski is the co-founder of Lighter, a ZK-powered on-chain exchange built on Ethereum for trading perps, spot, and tokenized assets with zero fees for retail users. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps: 00:00 Intro 01:45 Lighter EVM Explained 04:20 Volatility & Risk Management 07:30 Regulatory Strategy & Architecture 11:15 Fee Model & Retail Focus 13:40 Sequencer vs. Localized Ingestion 18:00 Verifiability Over Decentralization 20:10 Telegram Wallet Partnership 24:30 Zero Fees & Revenue Model 27:00 Lighter vs. Hyperliquid Valuation 31:20 Winner Take All or Winner Take Most? 34:00 TAM Expansion & Tokenized Assets 38:45 Three Upcoming Unlocks Website: https://therollup.co/ Spotify: https://open.spotify.com/show/1P6ZeYd... Podcast: https://therollup.co/category/podcast Follow us on X: https://www.x.com/therollupco Follow Rob on X: https://www.x.com/robbiek__ Follow Andy on X…

People in this episode

Hosts: Robbie, Andy

Guest: Vladimir Novakovski

Topics covered

• DeFi
• finance
• EVM
• trading
• valuation
• regulatory strategy

Keywords

• Lighter
• EVM
• DeFi
• trading
• zero fees
• valuation disconnect
• Ethereum

Mentioned in this episode

Organizations: Lighter, HyperLiquid, Ethereum, The Rollup

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