Where Lumio Fits in The Modular Thesis
The Rollup3 Heinä 2024

Where Lumio Fits in The Modular Thesis

There's quite a bit of conversation ongoing in the zeitgest of the modular research community. We tend to lean into technical topics more than the flavor of the day, but for this episode we managed to do both.


We were joined by Alejo Pinto, one of the founders of Lumio, to discuss their modular VM abstraction framework, enabling developers to build and deploy apps everywhere, as well as the state of sequencing and composability in the space.


Lumio supports popular VMs like SVM, Move VM, and Parallel EVM, enabling applications to be deployed across various execution environments. This framework is designed to simplify life for devs by maintaining full compatibility with these VMs without requiring any code changes, thus promoting a "build-once-deploy-anywhere" philosophy.


This is pretty aligned with the modular thesis of build whatever, as well as a core pillar, optionality.


During our conversation with Alejo, we also touched on the hot topic of composability. Alejo shared his views on the debate between synchronous atomic composability and asynchronous environments, highlighting the tradeoffs between having a single global state machine like Solana versus a modularized scaling system.


One significant aspect of Lumio's work is its approach to shared and decentralized sequencers. Alejo emphasized the role of shared sequencing in optimizing crosschain messaging and contract calls, and highlighted the ongoing research and development in this area with projects like Espresso.


Join us as we explore how Lumio fits in the modular thesis with their modular VM abstraction framework.


Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd..

Podcast: https://therollup.co/category/podcast

Follow us on X: https://www.x.com/therollupco

Follow Rob on X: https://www.x.com/robbie_rollup

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+8ARkR_YZixE5YjBh

The Rollup Disclosures: https://therollup.co/the-rollup-discl


𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(723)

Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)

Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)

Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-a...

28 Syys 40min

Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)

Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)

Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digi...

27 Syys 23min

Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)

Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)

Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's volume is already real-...

26 Syys 29min

Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)

Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)

Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's soci...

24 Syys 18min

Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)

Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)

Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one giv...

22 Syys 17min

Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)

Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)

RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has don...

20 Syys 18min

Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)

Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)

Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets ...

19 Syys 12min

Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)

Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)

Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.Mobile existed for fifteen years before iOS and Android made it actu...

18 Syys 14min