Thread by @epolynya

Web3 is a positive sum game. Solana's technology has abysmal scalability, capable of addressing <1% of TAM long term. The notion of a single database addressing much of the global audience is ludicrous in web2, and a single ledger doing the same is no different with web3.

1/6

https://twitter.com/ceterispar1bus/status/1460968726380130312

I welcome more centralized solutions like Solana or Polygon PoS to onboard the surplus demand in the short term here & now. However, Polygon has a much more ambitious and future-leaning roadmap than Solana with ZKRs, scaling well beyond what Solana can ever dream of.

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Solana's bizdev and marketing teams have done a phenomenal job, and the audience they onboard till StarkNet, zkSync 2.0 and Polygon Hermez/Miden mature will be well earned. But this is <<1% of where web3 is headed long term. Remember, a single ZKR can outscale Solana.

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In the future, we're looking at advanced techniques like internal pre-consensus sharding, where a single ZKR can do >100x scale of Solana alone, and resolve to a single composable state with a single proof. And, there will be thousands of these ZKRs working in tandem!

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Fortunately, Solana has paths forward to play in the brave new world of specialized blockchains, like Polygon, Tezos & Ethereum are demonstrating. They just have to accept their tech is primitive & archaic and switch to working on advanced tech for the long term.

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Finally, as a reminder, these "Ethereum vs Solana" type arguments are silly and myopic. It's going to be all about E, S & D layers, and thousands of projects will need to work together in tandem across these spheres to get web3 to global ubiquity.

Fin

https://twitter.com/epolynya/status/1459385734163427329

Addendum: Since I say "long term" a lot, let me quantify that by saying I have a 5-10 year horizon on where blockchains are headed. If you are focused on the short term, that's fine, and much of what I say will not be of interest to you.