Logan Jastremski
@LoganJastremski • 16,922 subscribers
Cofounder & Managing Partner at @FrictionlessVC | Formerly @Tesla | Opinions are my own, not investment advice
Videos
My conversation with evan.sui As the CEO of Mysten Labs, Evan is relentlessly focused on building the unified abstraction layers necessary to bring blockchain technology to the masses. The team is doing the hard architectural work with Sui to move beyond traditional digital ledgers, utilizing a complex object model to enable true parallelization and seamless developer experiences We spend a lot of time unpacking the limitations of EVM L2s, why top-down application design matters, and the massive opportunities at the intersection of verifiable automation and AI At the center of this conversation is the verticalization of the Sui stack from Deepbook to Walrus and the belief that the next generation of global adoption requires platforms to look more like cohesive operating systems rather than fragmented networks. We discuss: - Why the industry needs to raise the abstraction layer for global adoption - The architectural limitations of EVM chains and the failure of L2 scalability - Walrus, Deepbook, and the verticalization of the Sui platform - Why Sui's object model fundamentally differs from traditional digital ledgers - The intersection of AI and blockchain: persistent memory and verifiable trust - Unlocking Bitcoin's stagnant capital - The upcoming EVE Online partnership and the future of web3 gaming - Why blockchains must operate with sustainable business models Enjoy! Timestamps: 0:00 - Introduction: The Need for Unified Abstraction Layers 1:54 - The Scalability Maze: Why L2s Failed to Deliver 8:43 - Custom Databases: Scaling Reads and State Access 11:44 - Walrus & Deepbook: Verticalizing the Web3 Stack 1 6:16 - Beyond Digital Ledgers: Sui's Object Model Explained 22:38 - AI, Automation, and Providing Trust for LLMs 31:04 - Lessons from Libra: Permissionless vs. Corporate Chains 35:49 - Sustainable Economics: Business Models for Blockchains 41:13 - Unlocking Stagnant Capital: Bringing Yield to Bitcoin 51:46 - The 2026 Roadmap: EVE Online, Privacy Guardrails, and Product Infra
Logan Jastremski59,792 görüntüleme • 2 ay önce
The Team at Sei is building for masses The Co-Founder Jeff and I chatted about many topics including: - The Sei thesis & the exchange of digital assets is universal - The fundamental use case of blockchains - Sei’s up and coming mainnent launch You don't want to miss this one! Youtube: Spotify:
Logan Jastremski256,756 görüntüleme • 2 yıl önce
My conversation with Max Resnick As a researcher pushing the frontier of Solana's market structure, Max is relentlessly focused on the engineering required to turn a general-purpose L1 into credibly neutral, high-performance financial infrastructure. He and Anza are doing the hard protocol level work to mitigate bad MEV, eliminate colocation advantages, and bring all of finance onchain We spend a lot of time unpacking the shift from single-leader to Multi-Concurrent Leader (MCL) designs and why this change could fundamentally redefine global market structure At the center of this conversation is the Constellation Proposal, 50ms protocol-enforced economic ticks and T+0 settlement, and the belief that true DeFi requires moving beyond the constraints of traditional data center colocation We discuss: - Why multi-proposer designs are necessary to solve the single-leader bottleneck - The end of colocation and what it means for truly decentralized trading - Multiple Concurrent Leaders as a solution to censorship and MEV - The Constellation Proposal, 50ms economic ticks, and latency reduction - Why Solana is the preferred home for high-throughput trading and T+0 settlement - Market making dynamics and dual-flow batch auctions - FCFS vs. priority ordering and the future of on-chain finance Enjoy! Timestamps: 0:00 - Introduction: The Vision for a Decentralized NASDAQ 3:40 - Multi-Proposer Designs: Solving the Single-Leader Bottleneck 11:07 - Constrained Optimization: Balancing Decentralization with Reality 23:50 - Why Solana? High-Performance Trading & T+0 Settlement 32:47 - Deep Dive: The Constellation Proposal & 50ms Economic Ticks 46:00 - Market Making & Dual-Flow Batch Auctions 59:13 - FCFS vs. Priority Ordering: The Future of High-Throughput Finance
Logan Jastremski19,780 görüntüleme • 2 ay önce
My conversation with @KeoneHon. As the Cofounder of Monad, Keone is relentlessly focused on building a credibly neutral foundation for developers, actively resisting the crypto Twitter pressure to verticalize for short-term revenue. He and his team are doing the hard, ground-up engineering required to eliminate the technical debt of the EVM. We spend a lot of time unpacking the specific breakthroughs enabling Monad's performance, from fundamentally re-architecting storage trees with MIP-8 to the massive, often-overlooked importance of optimizing the read layer. At the center of it is a belief that true scaling requires turning the dial on both higher performance and cheaper hardware requirements to maximize throughput per unit of compute. We discuss: - Why building a robust ecosystem is more important than verticalizing for Day 1 revenue - Hyperliquid, Appchains, and the true value of a credibly neutral base layer -MIP-8, re-architecting storage trees, and unlocking massive EVM performance upgrades - The unsung importance of the "Read Layer" and making RPCs developer-friendly - Multiple Concurrent Leaders (MCP) and mitigating the impact of MEV - Why "stablecoin-only" chains will inevitably have to pivot to general-purpose DeFi Enjoy! Timestamps: 00:00 Intro & Why Ecosystem Building Beats Verticalizing for Revenue 13:03 Hyperliquid, Appchains vs Decentralized Base Layers 20:26 Why Trading and Shared State is the Primary Driver of Blockchains 27:38 The Inevitable Pivot of Stablecoin Chains to DeFi 32:06 MEV, Censorship Resistance, & Multiple Concurrent Leaders (MCP) 41:12 Rethinking the EVM: MIP-8 and Optimizing State Access 44:47 The Critical Importance of the Read Layer & Ponder Acquisition 51:56 L2s, Crypto Twitter Sentiment, and Building from First Principles 58:00 Hardware Scaling and Throughput per Compute
Logan Jastremski23,128 görüntüleme • 2 ay önce
Will touch grass become the data layer for AI? In this weeks podcast I sit down with the founder Andrej as we speak to the AI boom and necessary ingredients needed to power it: compute and data AI x Crypto x Data (Grass) We speak to: - 600,000 users in only seven months - Expanding into data cleaning and preparation - What are the current issues in the AI space right now, and how is Grass addressing these issues Youtube: Spotify:
Logan Jastremski136,462 görüntüleme • 2 yıl önce
The next phase of Blockchains adoption is building useful applications at scale, and I'm hard-pressed to think of someone who pushes us into the next frontier faster than Andrena The Founder Neil Chatterjee is revolutionizing the industry by building out a decentralized internet, using technology similar to Starlink to beam low-cost bandwidth and drastically reduce the cost of last-mile transportation In this podcast, we speak to: - Andrena and the launch of DAWN - Utilizing DePIN to create a decentralized internet - Scaling to 10,000+ homes - Creating the hub of the DePIN network Youtube: Spotify:
Logan Jastremski72,214 görüntüleme • 1 yıl önce
Emerging from the ashes, a new competitor, Titan, has entered the arena. Titan is an emerging player that has swiftly risen from stealth to become crypto’s Interactive Broker, delivering the National Best Bid and Offer (NBBO) across all assets. I sat down with the CTO, @defythepancake, to dive into all things Titan—TLDR: the quants are absolutely cracked! Thanks for jumping back into the podcast game Andrew 🙏 YouTube: Spotify/Apple:
Logan Jastremski20,667 görüntüleme • 8 ay önce
Many Individuals have incorrectly written off new Blockchains without understanding the magic these new ecosystems offer Today's Podcast sets out to break that Myth I'm launching my first podcast with Sui breakout application Bluefin, which did over $4 Billion in monthly trading volume The Founders & @ahmadjawaid_ share their story of grinding through the bear market to doing Billions in volumes: - Why Sui & What It Enables For Bluefin - Bluefin's Focus on Retail & Institutional User Experience - Bluefin's Risk Engine - The goal to compete with Centralized Counterparts Youtube: Spotify:
Logan Jastremski41,198 görüntüleme • 2 yıl önce
In order to expand blockchains past its relatively niche size today, we must tap into emerging markets Recently Jambo has announced a phone focused predominately on emerging markets for users in Africa, Southeast Asia, and Latin America to access the digital economy at a price of $99 with a partnership with Aptos It was my pleasure to sit down with both and James, the respective Founder of these ecosystems, to talk about this partnership and expanding blockchain adoption globally Youtube: Spotify:
Logan Jastremski28,792 görüntüleme • 2 yıl önce
We’re excited to launch a new podcast mini-series with Sergey Gorbunov, CEO and Co-Founder of Axelar. This series seeks to uncover truth at the intersection of Crypto & AI. We’ll bring on leading industry experts to share their perspectives on distinguishing what’s real from what’s fake. In our debut episode, we dive into markets and the current landscape of Crypto x AI. Our next episode, we’ll feature Dan Boneh, Co-Director of the Stanford Center for Blockchain Research. We’d love to hear your feedback and guest suggestions! Enjoy!
Logan Jastremski11,051 görüntüleme • 1 yıl önce
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