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Blockworks
The Single Shard Thesis | Logan Jastremski
1 hour 16 minutes Posted May 3, 2023 at 4:00 pm.
Logan Jastremski joins us to discuss how parallelizable, high-throughput blockchains are the solution for scalable crypto products. We start with Logan's high-throughput thesis, why isolated fee markets and parallel computation are crucial features and how to analyze node requirements. Logan then explains why L2s won't scale, how DAS solutions are a feature, not a product, and his take on AppChains vs sector-specific chains.And as usual, we start the episode with our analyst bullpen to discuss Coinbase, liquid staking derivatives post Shapella, rETH's withdrawal design and token incentive design.- -Timestamps:
Introduction
Hot Seat/Cool Throne
Interview Start: Logan’s Background
The High-Throughput Thesis
Backpack and xNFTs
Solana: State Compression, Hardware Requirements & Value Accrual
“Lightspeed Ad”
Quantifiably Measuring Decentralization
The L2 Experiment
Isolated Fee Markets
Celestia, EigenLayer & Polygon Avail
AppChains, Sector-Specific Chains & Mobile
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1:16:55
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Show notes
Logan Jastremski joins us to discuss how parallelizable, high-throughput blockchains are the solution for scalable crypto products. We start with Logan's high-throughput thesis, why isolated fee markets and parallel computation are crucial features and how to analyze node requirements. Logan then explains why L2s won't scale, how DAS solutions are a feature, not a product, and his take on AppChains vs sector-specific chains.And as usual, we start the episode with our analyst bullpen to discuss Coinbase, liquid staking derivatives post Shapella, rETH's withdrawal design and token incentive design.- -Timestamps:(00:00) Introduction(00:30) Hot Seat/Cool Throne(25:11) Interview Start: Logan’s Background(27:08) The High-Throughput Thesis(29:10) Backpack and xNFTs(32:44) Solana: State Compression, Hardware Requirements & Value Accrual(46:00) “Lightspeed Ad”(46:41) Quantifiably Measuring Decentralization(50:30) The L2 Experiment(56:14) Isolated Fee Markets(59:30) Celestia, EigenLayer & Polygon Avail(1:03:28) AppChains, Sector-Specific Chains & Mobile(1:08:09) Solana's Community and DePIN- -Follow Logan: https://twitter.com/LoganJastremskiFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Effort Capital: https://twitter.com/EffortCapitalFollow Matt: https://twitter.com/MattFiebachFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Resources:Westiehttps://twitter.com/WestieCapitalSynthetix Dune Dashboardhttps://dune.com/blockworks_research/synthetixPolynya's OP discussionhttps://gov.optimism.io/t/draft-inflation-adjustment-proposal-to-0/5936DefiLlamahttps://defillama.com/bridgesFrictionless Capitalhttps://www.frictionless.fund/https://twitter.com/_Frictionless_Logan's podcasthttps://www.youtube.com/@LoganJastremskiPodcastVitalik's End Gamehttps://vitalik.ca/general/2021/12/06/endgame.htmlFiredancerhttps://jumpcrypto.com/firedancer/- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.