Exploring Fiber Plays and the Value of First Principles Thinking in Evaluating Teams and Products

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This chapter explores the potential of fiber plays in the market and the value of first principles thinking in evaluating teams and products. The speakers discuss the history and current utilization of fiber, as well as stress the importance of understanding market growth for investment opportunities.

Logan Jastremski, Co-founder of Frictionless Capital, sits down for an in-person podcast with Tommy to discuss scaling solutions for high throughput blockchains. They dive into integrated chains like Solana versus modular approaches like Celestia, balancing decentralization and performance, Layer 2 rollups, the differences between downtime and reorgs, and more. Logan breaks down his views from a first principles perspective and where he thinks the infrastructure is heading long-term.

Join them as they unravel the future of high throughput blockchains through an enlightening exchange of ideas and expert analysis.

Key Links

Frictionless Capital: https://www.frictionless.fund

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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. Delphi’s transparency page can be viewed ⁠⁠here⁠⁠.

Keywords

crypto, blockchain, decentralisation, censorship resistance, transaction speeds, scalability limitations, data availability sampling, throughput bottlenecks, layer 2 rollups, sharding, virtual machines, consensus mechanisms, nakamoto coefficients, nodes, amortisation, sustainability, solana, celestia, high throughput, logan jastremski, frictionless, frictionless capital, high throughput blockchain scaling, intergrated chains,