Modular March EP 12: The Business Logic Of RaaS & Shared Sequencers
The Rollup27 Mar 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.

Episoder(582)

How to Invest in the Intents Economy with Haseeb Qureshi, Avichal Garg, & Matt Kummel

How to Invest in the Intents Economy with Haseeb Qureshi, Avichal Garg, & Matt Kummel

Intents are reshaping cross-chain infrastructure, but where does value actually accrue?Haseeb Qureshi, Avichal Garg, and Matt Kummel break down the intents investment thesis, how to allocate capital a...

23 Jan 27min

Why Private AI Is The Only Way Forward For The USA And What Comes Next with Ismael Hishon-Rezaizadeh

Why Private AI Is The Only Way Forward For The USA And What Comes Next with Ismael Hishon-Rezaizadeh

The US military is now using ZK proofs to secure autonomous drones in combat.Ismael Hishon-Rezaizadeh from Lagrangedev breaks down why private AI is the only path forward for the USA, how ZK proofs ar...

19 Jan 28min

The Neo Finance Bull Cycle Is Here - Chuk Okpalugo

The Neo Finance Bull Cycle Is Here - Chuk Okpalugo

Neo finance is having its breakout year already.Chuk Okpalugo reveals why distribution beats issuance for stablecoins, how the barbell thesis explains issuers vs applications, and what the reserve man...

17 Jan 40min

How Claude Code is Changing the World with Nick Emmons

How Claude Code is Changing the World with Nick Emmons

The Claude Code renaissance is here.In today's episode, Nick Emmons from Allora reveals why Claude Code is about to explode, sharing master-level tips that separate good vibe coders from great ones.We...

13 Jan 37min

The Neo Finance Bull Thesis with Vance Spencer & Michael Anderson

The Neo Finance Bull Thesis with Vance Spencer & Michael Anderson

A new category is being born, and it's going to reshape crypto investing.In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 20...

11 Jan 46min

Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance

Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance

Token buybacks are about to change everything in 2026.In this episode, we sit down with Jordi Alexander of Selini Capital to explore the token buyback playbook that actually works. Jordi breaks down s...

10 Jan 55min

The Year of Stablecoin Unification with Sam Kazemian

The Year of Stablecoin Unification with Sam Kazemian

2026 is the year stablecoins go full stack.In this episode of Stable Up, Sam Kazemian joins us to discuss why end-to-end integration matters more than ever. From Stripe orchestration to DeFi utility, ...

8 Jan 43min

Ex-BlackRock Head of Digital Assets: Why Ethereum Will Dominate 2026

Ex-BlackRock Head of Digital Assets: Why Ethereum Will Dominate 2026

SharpLink holds more ETH than the Ethereum Foundation. Here's why that matters.In this episode, Rob sits down with Joseph Chalom, founder of SharpLink and former head of digital assets at BlackRock, t...

5 Jan 39min

Populært innen Teknologi

lydartikler-fra-aftenposten
romkapsel
smart-forklart
rss-avskiltet
teknisk-sett
tomprat-med-gunnar-tjomlid
nasjonal-sikkerhetsmyndighet-nsm
energi-og-klima
shifter
rss-impressions-2
elektropodden
rss-alt-vi-kan
fornybaren
teknologi-og-mennesker
pedagogisk-intelligens
rss-for-alarmen-gar
rss-fjorsilkebris-podcast
hans-petter-og-co
rss-byggepodden
rss-polypod