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

Avsnitt(596)

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

2026 Crypto & AI Predictions with Haseeb Qureshi

2026 Crypto & AI Predictions with Haseeb Qureshi

In this episode, we sit down with Haseeb Qureshi from Dragonfly to review his 2025 predictions, grade his calls, and reveal what's actually coming in 2026. Haseeb breaks down stablecoins exploding 60%...

31 Dec 20251h 5min

Quantum Resistance Isn't The Threat (...AI Singularity Is)

Quantum Resistance Isn't The Threat (...AI Singularity Is)

AI Singularity 2030 comes before quantum breaks crypto. Are you ready?In this episode, we sit down with Jan Camenisch from Rialo and Jens Groth, Chief Scientist at Nexus, to explore the eternal trade-...

24 Dec 202544min

Populärt inom Teknik

uppgang-och-fall
elbilsveckan
bilar-med-sladd
market-makers
rss-elektrikerpodden
rss-veckans-ai
skogsforum-podcast
rss-technokratin
rss-laddstationen-med-elbilen-i-sverige
developers-mer-an-bara-kod
har-vi-akt-till-mars-an
natets-morka-sida
bli-saker-podden
ai-sweden-podcast
rss-it-sakerhetspodden
garagehang
rss-uppgang-och-fall
rss-fabriken-2
rss-powerboat-sverige-podcast
rss-snacka-om-ai