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Why Eth Needs To Scale The L1 To Remain Relevant I Logan Jastremski, Frictionless Capital
This week, Sal (@Salxyz) and Dave (@SolBeachBum) sit down with one of the loudest and most outspoken proponents for high throughput blockchains - Logan Jastremski (@LoganJastremski) from Frictionless Capital. He discusses whether his thesis around high throughput blockchains has been proven correct, and we talk about the recent capitulation seen from within the Ethereum developer camp around scaling the L1 at the expense of reducing decentralization. Logan also talks to the relevancy and his fund's continued interest in defi primitives before talking through new verticals within the umbrella of DePIN which are likely to supercharge this burgeoning asset category.
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Episode Resources
Follow Logan : https://Twitter.com/LoganJastremski
Follow Frictionless Capital : https://Twitter.com/_Frictionless_
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Time Stamps
(0:00) - How Has High Throughput Blockchain Thesis Played Out
(6:26) - Are On Chain Order Books Overhyped?
(16:12) - Can Solana Ever Move Away From Congestion Issues
(22:24) - Expectations For Firedancer
(26:31) - Which Verticals Are Best To Invest Into
(31:43) - Will Institutions Actually Deploy RWAs Onto Solana
(37:59) - Where Will Value For L1s Come From
If Apps Control Order Flow
(44:45) - Under-Explored Use Cases For DePIN
(49:20) - What Stops Incumbents Copying DePIN Business Model
(54:59) - Difficulties Around Energy-Based DePIN Projects
(57:25) - Thoughts on Solana Inspired New Projects (Monad and MegaEth)
(1:01:16) - Thoughts On Rise Of Tron and Ton
(1:04:40) - Does Eth Need To Scale The L1 To Remain Relevant
View all episodes
By Sal Qadir and Dave Apsimon
5
1717 ratings
This week, Sal (@Salxyz) and Dave (@SolBeachBum) sit down with one of the loudest and most outspoken proponents for high throughput blockchains - Logan Jastremski (@LoganJastremski) from Frictionless Capital. He discusses whether his thesis around high throughput blockchains has been proven correct, and we talk about the recent capitulation seen from within the Ethereum developer camp around scaling the L1 at the expense of reducing decentralization. Logan also talks to the relevancy and his fund's continued interest in defi primitives before talking through new verticals within the umbrella of DePIN which are likely to supercharge this burgeoning asset category.
- -
Episode Resources
Follow Logan : https://Twitter.com/LoganJastremski
Follow Frictionless Capital : https://Twitter.com/_Frictionless_
- -
Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Zen : https://twitter.com/ZenLlama
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
- -
Time Stamps
(0:00) - How Has High Throughput Blockchain Thesis Played Out
(6:26) - Are On Chain Order Books Overhyped?
(16:12) - Can Solana Ever Move Away From Congestion Issues
(22:24) - Expectations For Firedancer
(26:31) - Which Verticals Are Best To Invest Into
(31:43) - Will Institutions Actually Deploy RWAs Onto Solana
(37:59) - Where Will Value For L1s Come From
If Apps Control Order Flow
(44:45) - Under-Explored Use Cases For DePIN
(49:20) - What Stops Incumbents Copying DePIN Business Model
(54:59) - Difficulties Around Energy-Based DePIN Projects
(57:25) - Thoughts on Solana Inspired New Projects (Monad and MegaEth)
(1:01:16) - Thoughts On Rise Of Tron and Ton
(1:04:40) - Does Eth Need To Scale The L1 To Remain Relevant