Modular March EP 12: The Business Logic Of RaaS & Shared Sequencers
The Rollup27 Maalis 2024

Modular March EP 12: The Business Logic Of RaaS & Shared Sequencers

After our episode with Tarun Chitra about value accrual in the modular stack, as well as thinking about it deeper we’ve came to our own conclusions.

Josh Bowen, ex-Celestia team, and now founder of Astria blew it all out of the water today.

Completely shifted the way we are thinking about RaaS providers, shared sequencers, and how they are approaching the competitive market of sequencing. We first dove into the modular architecture of Astria and their relationship with Celestia, and then dove deep into how Josh thinks about early stage tech markets.

The vision behind Astria extends beyond facilitation of rollup deployment. Josh aspires to lower barriers to innovation in launching blockchains, in order to create a diverse ecosystem of rollups that transcend the limitations of existing setups.

But, is this really possible? Can Astria do what other RaaS providers are doing at a tenth of the cost? Can they actually commoditize RaaS providers?

Josh is a straight shooter and did not hold back when he pressed him about his mental models. We left quite impressed.

Jaksot(580)

Why DAT Mania Is Dead And What Comes Next With Haseeb Qureshi

Why DAT Mania Is Dead And What Comes Next With Haseeb Qureshi

DAT mania is over and it reveals the fundamental problems with retail speculation and user-generated markets.In this episode, we sit down with Haseeb Qureshi from Dragonfly to discuss why the DAT craz...

24 Loka 202552min

Rollup TV: Trezor and Haseeb from Dragonfly

Rollup TV: Trezor and Haseeb from Dragonfly

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: h...

24 Loka 20251h 46min

Why Jupiter Is Launching Its Own Stablecoin with Kash Dhanda

Why Jupiter Is Launching Its Own Stablecoin with Kash Dhanda

Jupiter controls 15-20% of all onchain crypto users. Now they're launching their own stablecoin.In this episode of Stabled Up, we sit down with Kash Dhanda, founder of Jupiter, to discuss how they sur...

23 Loka 202542min

Rollup TV: Inversion, GEODNET, Stabled Up EP 6, Galaxy Ventures

Rollup TV: Inversion, GEODNET, Stabled Up EP 6, Galaxy Ventures

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: h...

22 Loka 20252h 36min

Why Trump's Money Printer Changes Everything with Scott Melker

Why Trump's Money Printer Changes Everything with Scott Melker

Trump's monetary policy changes everything for Bitcoin, gold, and stablecoins.In this episode, we sit down with Scott Melker (The Wolf of All Streets) to discuss Trump's money printing playbook, why c...

22 Loka 202532min

Rollup TV: Fed Payments Innovation, YQ on Black Friday, Virtuals, Daylight, and Synthetix Trading Competition

Rollup TV: Fed Payments Innovation, YQ on Black Friday, Virtuals, Daylight, and Synthetix Trading Competition

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: h...

21 Loka 20252h 50min

Rollup TV: Neutrl Labs, Berachain and ElizaOS

Rollup TV: Neutrl Labs, Berachain and ElizaOS

The Rollup TV is brought to you by:AltLayer: https://www.altlayer.io/SQD: https://www.sqd.ai/Kalshi: https://t.co/UEGdJMRFFZNEAR: https://kalshi.onelink.me/1r91/kalshixFrax: https://frax.comPolygon: h...

21 Loka 20251h 51min

The Next Boom Is Already Happening (You’re Just Not Seeing It)

The Next Boom Is Already Happening (You’re Just Not Seeing It)

Alex Svanevik has been building onchain data tools for 7+ years. As the CEO of Nansen, one of the best data companies in the space, he has a real read on where the next wave of the market is forming.I...

20 Loka 202537min