First principles Investing on scarce resources blockspace & attention with Shayon Sengupta | EP #142

Cindy Leow is the Co-Founder of Drift. Drift Protocol is the largest open-sourced perpetual futures exchange built on Solana, the fastest L1 blockchain. Cindy Leow's Twitter: https://x.com/cindyleowtt Drift's Twitter: https://x.com/DriftProtocol Drifts Website: https://www.drift.trade/ Logan Jastremski - Co-Founder at Frictionless Capital Logan's Twitter: https://x.com/LoganJastremski Frictionless Capital: https://www.frictionless.fund/

Rune Christensen is the Founder of Sky. Sky enables users to get rewarded for non-custodial saving. Rune's Twitter: https://x.com/RuneKek Sky's Twitter: https://x.com/SkyEcosystem Sky's Website: https://sky.money/ Logan Jastremski - Co-Founder at Frictionless Capital Logan's Twitter: https://x.com/LoganJastremski Frictionless Capital: https://www.frictionless.fund/

Alireza Ghods is the Founder of Natix - a global mapping network of smart cameras. Alireza Ghods Twitter: https://x.com/AlirezaGhods2 Natix's Twitter: ⁠https://x.com/NATIXNetwork⁠ Natix's Website: ⁠https://www.natix.network/⁠ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠⁠https://frictionless.fund/⁠

Alex Gluchowski is the CEO and Co-Founder of Matter Labs building ZkSync. ZKsync is an ever expanding verifiable blockchain network, secured by math. Alex Gluchowskis Twitter: https://x.com/_pgauthier Ledger's Twitter: https://x.com/zksync Ledger's Website: https://zksync.io/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠

Pascal Gauthier is the CEO of Ledger. Crypto security made easy. Ledger is the easiest and safest way to secure crypto, digital assets, and your peace of mind. Pascal's Twitter: https://x.com/_pgauthier Ledger's Twitter: https://www.ledger.com/ Ledger's Website: https://x.com/Ledger Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠

Jason Choi is the Co-Founder of Tangent: Evergreen prop investors for crypto founders. Jason Choi's Twitter: https://x.com/mrjasonchoi Tangent's Twitter: https://x.com/Tangent_xyz Tangent's Website: https://www.tangent.ventures/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠

Avery Ching is the CTO of Aptos Labs and the one of the Co-Founders of Aptos. Avery's Twitter: https://x.com/AveryChing Aptos's Twitter: https://x.com/Aptos Aptos's Website: https://aptosfoundation.org/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠

Meltem Demirors is the Founder of Crucible Capital. Meltem's Twitter: https://x.com/Melt_Dem Crucible Capital's Twitter: https://x.com/cruciblevc Crucible Capital's Website: https://www.cruciblecap.xyz/ Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠

Anatoly Yakovenko is the Founder of Solana. Anatoly's Twitter: @aeyakovenko Solana's Twitter: https://x.com/solana Solana's Website: https://solana.com Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠

Santiago R Santos is one of the top angel investors within Crypto and one of the industries best thinkers. Santiago's Twitter: https://x.com/santiagoroel Logan Jastremski's Twitter: @LoganJastremski Frictionless's Twitter: @_Frictionless_ Frictionless's Website: ⁠https://frictionless.fund/⁠ ___ Timecodes: 0:00 - Intro 1:30 - Thinking clearly 7:30 - Santiago's investing journey 12:50 - Managing emotions 16:15 - Playing infinite games 27:30 - ParaFi 32:30 - Know what game you're playing 41:00 - Underwriting & process 55:00 - Better products, not crypto products 59:00 - Changing your mind 1:08:00 - Accepting criticism 1:14:00 - Solana & MegaETH 1:22:30 - DePIN and DeFI 1:44:00 - The next decade of innovation