Jon Charbonneau joins us to discuss how integrated and modular chains are on an inevitable path toward the same endgame. Jon is an investor and the most prolific researcher in the space who understands the nuances and tradeoffs of the Solana and Ethereum ecosystems. In this episode, we cover what SVM adoption means for Solana, if rollups scale Ethereum, why Jon is spending more time in Solana and the SVM, the convergence of the integrated and modular roadmap, how rollups will leverage Solana and more!
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Timestamps
00:00 Introduction
01:13 The Rollup Debate
10:31 Modular vs Integrated: The Great Convergence
18:06 The Appchain Thesis
26:31 What SVM Adoption Means for Solana
29:54 DAS London Promo
32:53 Why Solana?
34:02 What Ethereum & Solana Can Learn From Each Other
37:49 The Value of End-User Verification
40:45 Lido’s Dominance, Nakamoto Coefficients & Social Pressure
46:14 Ethereum Aligned
50:07 What Keeps You Here & The State of Crypto
55:35 Solana as a Settlement and Sequencing Layer
58:47 Why You Should Write
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Resources
DBA's Website
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Do Rollups Inherit Security by Jon
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Jon's Substack
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.
