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The Single Shard Thesis | Logan Jastremski

The Single Shard Thesis | Logan Jastremski

From0xResearch


The Single Shard Thesis | Logan Jastremski

From0xResearch

ratings:
Length:
77 minutes
Released:
May 3, 2023
Format:
Podcast episode

Description

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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Follow Logan: https://twitter.com/LoganJastremski
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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
https://defillama.com/bridges

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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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
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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.
Released:
May 3, 2023
Format:
Podcast episode

Titles in the series (100)

0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are two full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.