Tengji Zhang

Solana

• Smart contract platform without  sharding or Layer 2s


• "Blockchain at NASDAQ speeds"  (actual original pitch deck tagline)

Other L1s will be valuable too. But they will continue to differentiate. NYC, LA, Chicago, and Houston are enduring cities because their institutions and cultures are different from each other.

Solana is LA. It’s big and sprawling and cheap. It is less decentralized. But some applications like games and NFTs do not need very high level of decentralization.

Ownership: easiest information to capture on-chain and associated with an individual's identity

The future will be multichain.

Naval

• This likely leads to consolidation of info  onto 1 or a few chains

Illia (NEAR):  Anatoly's point is right that you can't  parallelize games or markets.  However, markets you might be able to  by splitting orders with a fully sharded  DEX