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.
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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
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Resources:
Westie
https://twitter.com/WestieCapital
Synthetix Dune Dashboard
https://dune.com/blockworks_research/synthetix
Polynya's OP discussion
https://gov.optimism.io/t/draft-inflation-adjustment-proposal-to-0/5936
DefiLlama
Frictionless Capital
https://www.frictionless.fund/
https://twitter.com/_Frictionless_
Logan's podcast
https://www.youtube.com/@LoganJastremskiPodcast
Vitalik's End Game
https://vitalik.ca/general/2021/12/06/endgame.html
Firedancer
https://jumpcrypto.com/firedancer/
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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.