Thesis Ep 23 - How Sei Network solves for blockchain’s trading trilemma

Опубликовано: 15 Май 2026
на канале: Compound Labs
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Our guest is Jay Jog, Co-founder at Sei Labs, a general purpose layer one blockchain specialized for trading. Sei recently raised at an $800M valuation and has over 150 diverse projects building on their ecosystem ahead of their mainnet launch.
On the show today, we explore the "trading trilemma" that web3 applications face on existing blockchain infrastructure, and Sei’s unique approach and implementation in their native L1:

1. Sei's fundamental thesis that the clearest use case for crypto is trading - whether that's DEXs, GameFi, NFTs, etc.
2. Tradeoffs between decentralization, capital efficiency, and scalability for exchanges on existing blockchains
3. How trading-focused optimizations on Sei translates to efficiencies for user experience, traders, and institutions

Jay Jog:   / jayendra_jog  
Jim Hiltner:   / jim-hiltner-cfa-87815482  

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