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curious gurnoor | decisions, decisions, decisions...

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There are a variety of options that builders have when launching an application. Each of these exist on a cross-sectional spectrum of Ecosystem Alignment & Composability, and Value Capture & Performance. While the debate around which set of solutions will win out is nuanced, a more logical conclusion is that there will exist an increasingly competitive nature for the infrastructure available to builders. Before the dominant rise of Solana as a chain-maximalist ecosystem (especially after performance increases with Frakendancer/Firedancer implementations), we noticed an industry-shift from chain maximalism around Ethereum mainnet to a more modular environment. This is a natural economic progression since specialization lends itself to efficiency per layer and increased flexibility for builders. Now, we have options at both ends of the spectrum - modularity with Ethereum and a monolithic approach with Solana. However, we’re seeing a reversion now, where folks are either working to furthe

Thanks for brunch Lincoln, our conversation inspired some of these research questions. A working mental mind-map of the competitive infrastructure landscape There are a variety of options that builders have when launching an application. Each of these exist on a cross-sectional spectrum of Ecosystem Alignment & Composability, and Value Capture & Performance. While the debate around which set of solutions will win out is nuanced, a more logical conclusion is that there will exist an increasingly competitive nature for the infrastructure available to builders. Before the dominant rise of…

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