Josh, the co-founder of Astria, discusses the journey from data availability layers to building a shared sequencer network. He explains the concept of shared sequencing and its advantages, such as amortizing the cost of engineering and providing a competitive experience for rollup developers. He also addresses the trade-offs and constraints of using a shared sequencer, including the block time and potential lock-in. Josh highlights the target market for shared sequencers and the potential value accrual in a world where multiple rollups tap into the same shared sequencer. Astria is focused on building a shared sequencer for rollups, which allows for faster and more cost-effective transactions. The market is still evaluating the cost and security trade-offs of shared sequencers versus centralized providers. The architecture of a shared sequencer relies on a distributed network, but it remains to be seen if it can be cost-competitive in the market. There is also an ideological question of where to draw the line between a developer building an app-specific rollup on a centralized sequencer and writing to a base layer. The landscape of optimistic rollups versus ZK rollups is constantly evolving, with ZK technology progressing significantly. Base sequencing refers to rollups that are purely dependent on the block producers of the L1, while shared sequencing involves a separate sequencing layer. Astria's go-to-market strategy involves vertically integrating and building their own rollups on top of the shared sequencer to demonstrate its viability. Josh's Twitter - https://twitter.com/Jskybowen Chapters 00:00 Introduction and Background 17:14 Target Market for Shared Sequencers 25:11 Value Accrual in a World with Shared Sequencers 32:41 The Evolving Landscape of Optimistic Rollups and ZK Rollups 44:11 The Definition and Challenges of Base Sequencing 50:41 Astria's Go-to-Market Strategy: Vertically Integrating and Building Their Own Rollups Disclosures Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
--- Send in a voice message: https://podcasters.spotify.com/pod/show/the-delphi-podcast/messageDavid Johnston: Morpheus's Fair Launch Attracts $400M in stETH to Build Network of AI Agents
Michael, Ming and Jason of 0G Labs: Building A Modular Chain Specifically for AI
Andrej Radonjic: Grass's Two Million Data Scraping Users Enabling Crypto x AI on Solana
Gui Laliberte and Avichal Garg: Integral's Accounting Suite Driving Backoffice to Zero
Tory Green: io.net’s 500,000 GPUs Powering Crypto x AI on Solana
Degen Chain and L3s: What's Next
Nous Research: Crypto x AI Masterclass, 30 Million Model Downloads, Bittensor Subnets and Launching a Matrix Style World Simulator
ETH Denver Crypto x AI Panel: Casey Caruso, Colin Gagich and Vassilis Tziokas
Ethan Sun and Santiago Santos: Bringing Crypto x AI Experiences to Millions with MyShell.AI
Orkun Kilic: Technical Dive Into Citrea, Bitcoin's First Zk-Rollup
Keith Singery: A Conversation with an Extremely Knowledgeable Bittensor Validator
Keone Hon of Monad: 10,000 TPS & Full EVM Equivalence - A New Era for Ethereum Apps
Simon Harman: Chainflip's Cross-Chain Swaps Enable Crypto's On-Chain Future
Logan Jastremski: Solana vs Celestia's Endgame and The High Throughput Blockchain Thesis (In Person Episode)
Ethena Labs: Fully Collateralized Stable Coin That Can Deliver Double Digit Organic Crypto Native Yield
Nick Emmons: Crypto x AI Will Change The Fabric of Society and DeFi Powered AI Is the First Step
Ala Shaabana: Beyond the OpenAI Silicon Valley Echo Chamber: Decentralizing AI with Bittensor
Robert Leshner: Superstate's Strategy of Integrating Trillions in Real-World Assets into DeFi
Chris Burniske: The Solana Thesis, Wisdom From Building Placeholder and The Psychology of Investing
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
Black Wolf Feed (Chapo Premium Feed Bootleg)
Bannon`s War Room