The Single Shard Thesis | Logan Jastremski

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/LoganJastremski Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Effort Capital: https://twitter.com/EffortCapital Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - 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/ - - 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 - - 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.