The Compound and Friends Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble
90 snips
Oct 7, 2025 
Anatoly Yakovenko, Co-founder and CEO of Solana Labs, dives into the groundbreaking concept of tokenizing financial assets using Solana’s proof-of-history. He highlights its potential for unlocking liquidity in stock markets. Joining him is Andres Sheppard, a mobility equity analyst, who breaks down the emerging eVTOL sector, comparing key players like Joby and Archer. They also explore the challenges of battery tech, certification timelines, and the promise of a new era in mobility. Plus, insightful market commentary on BDC vulnerabilities wraps up the conversation.
AI Snips
Chapters
Transcript
Episode notes
Clock-Based Scaling For Blockchains
- Anatoly Yakovenko built Solana to solve blockchain scalability by adding a coordinated clock to reduce block collisions.
- That Proof of History idea borrowed time-division concepts from cellular networks to increase throughput dramatically.
The Cafe Eureka That Sparked Solana
- Anatoly recounts the late-night "two coffees and a beer" moment that sparked Solana's design.
- He said that caffeine‑plus‑beer night produced the core idea that became Solana.
Proof‑Of‑History Enables High Bandwidth Use
- Solana combines proof-of-stake with proof-of-history to let nodes use full network bandwidth for high TPS.
- That design targets validators with high network I/O to unlock million-transactions-per-second ceilings.