Alt Thinking August 8, 2025
DeFi Decoded Podcast

Building the Web3 Equivalent to AWS with Nick White of Celestia

206- Building the Web3 Equivalent to AWS with Nick White of Celestia
Investment Team
  • Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie
    Analyst, Digital Asset Group
    Jake Moodie is an Analyst with the Digital Asset Group at Ninepoint Partners, initially joining the Firm in December 2022. He works on the Ninepoint Crypto and AI Leaders ETF, conducting research across cryptoassets and crypto–and-AI-related public equities. In addition to his research and writing, he actively contributes to the development and exploration of innovative strategies to further expand the Ninepoint Digital Asset Group’s platform, while also supporting investor communications and...
    View Full Bio

 

"I realized Bloackchain was this massive innovation, on the scale of inventing written law for the first time. A total upgrade not only to the financial system but to the ability for humans to coordinate as a species." – Nick White

Join Andrew Young as he decodes the world of Web3 with special guest Nick White, Vice President of Celestia Labs. Listen in as they discuss Nick’s background and journey into crypto, how to think about modularity and data availability in blockchain architecture, the future of decentralized applications and the use cases unlocked by Celestia’s scalable infrastructure, why Celestia is focused on growth over revenue right now, the economics of decentralized compute, whether modularity is the final evolution of blockchain design, the role Celestia fulfills within the Web3 ecosystem, the evolution of tokenomics and lessons from past models, and more.

TIMESTAMPS

[0:00] Introduction
[2:02] Nick’s Background & Crypto Journey
[5:43] Understanding Modularity & Data Availability
[10:38] The Future of dApps with Limitless Scalability
[18:44] Why Celestia’s Focused on Growth vs. Revenue
[23:43] The Economics of Decentralized Compute
[28:49] Is Modularity the Final Evolution?
[36:43] Celestia’s Role in the Web3 Stack
[41:59] Predictions for Next 12 Months
[46:02] Lessons from Past Tokenomics Models
[50:24] Conclusion

 

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.