The VC Investment Thesis for Modularity
VCs have been getting a lot of hate recently. The era of high FDV, low float launches may be coming to an end soon...or will it? In today's conversation we sat down with Mads Mathiesen, a long-time c...
14 Touko 20241h 12min
Modular Execution & VM Landscape 2024
A big part of our modular thesis this year is the need for extremely high TPS blockchains which create a far better user experience, as well as a better dev experience. You may have heard the terms "...
10 Touko 202445min
Will zk eat the modular stack?
Will zk eat the modular stack? Isn’t zk an enhancer for the stack as a whole? Which parts of the stack will be disrupted by zk, and how? Today, we're diving into a thought-provoking interview with Ha...
9 Touko 202425min
The Evolution of Crypto Incentives
One of our core beliefs is the acceleration of experimentation in crypto. We believe that continuously testing novel incentive designs will lead to better results in the future. That being said, not e...
8 Touko 202436min
Where Frax Fits In The Modular Thesis
The modular thesis is growing week by week. We are seeing the rise of new L2s and appchains happening at a rapidly accelerating pace now. Our second podcast as a team featuring Sam Kazemian from Fra...
6 Touko 202452min
How Celestine Sloths Became The Modular Community Mascot
LM 💤 🥱 Did you know that Celestia was originally called LazyLedger? The idea behind this laziness stems from Celestia's minimalistic properties. By solely focusing on data availability with minimal...
3 Touko 202444min
Horizontal vs Vertical Scaling Debate
Horizontal or vertical scaling...which way, western man? In today's discussion, we're taking a closer look at Nil's strategic approach to blockchain scalability, focusing on the integration of horizon...
1 Touko 202447min
Where Sovereign Labs Fits In The Modular Thesis
The general idea and thesis we share is that we will see 1000s of appchains and the frameworks which are building for that future are in a good spot. In addition, we also believe there will be a ton o...
29 Huhti 20241h 6min
