132 - Polynya's Crypto Thesis

AKA

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This conversation has been a long time coming. Polynya is a pseudonymous writer, investor, and crypto researcher. Polynya coined the term “modular blockchain” and has been influential on 100 different crypto topics, most notably on rollups, though they’re quick to point out that rollups are no longer their main focus. This is a unique episode, in which Bankless DAO’s Eureka John acts out Polynya’s voice based on a 5-hour text-based discord interview. Tune in as we explore Polynya’s fascinating mind, covering their broad crypto thesis, EIP-4844, and the future of Ethereum Scalability. ------ 📣 Forta | Help Make Web3 a Safer Place <a href= "https://bankless.cc/Forta">https://bankless.cc/Forta</a> ------ 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> ------ BANKLESS SPONSOR TOOLS: 🌱 LENS | ACCESS CODE: WAGMI <a href= "https://bankless.cc/Lens">https://bankless.cc/Lens</a> 🚀 ROCKET POOL | ETH STAKING <a href= "https://bankless.cc/RocketPool">https://bankless.cc/RocketPool</a> ⚖️ ARBITRUM | SCALING ETHEREUM <a href= "https://bankless.cc/Arbitrum">https://bankless.cc/Arbitrum</a> 🦁 BRAVE | THE BROWSER NATIVE WALLET <a href= "https://bankless.cc/Brave">https://bankless.cc/Brave</a> 🌉 JUNO | BRIDGE FIAT TO LAYER 2 <a href= "https://bankless.cc/Juno">https://bankless.cc/Juno</a> ⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME <a href= "https://bankless.cc/zkSync">https://bankless.cc/zkSync</a> ------ Topics Covered: 0:00 Intro 9:00 Polynya the Anon 13:45 Polynya IRL 20:05 Cautious Optimism 25:35 Polynya’s Crypto Thesis 29:58 Accruing Value at the L1 31:54 Bitcoin vs Ethereum 33:30 Alt-L1s and Decentralization 35:10

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