Part 2 - The New Financial Rails: Ethereum at Institutional Scale

'Owning the Stack: The Business Case for Building on Ethereum'

Platform dependency is the defining business risk of the last decade. App stores, payment processors, and correspondent banking rails extract margin, set the rules, and change them. Optimism offers a different model — own your infrastructure, keep your economics. In this conversation, a leading crypto-native CBO breaks down the math: what enterprises are actually capturing in sequencer revenue, why 34 chains chose partnership over forking, and what the institutions moving fastest have in common.