In this episode, Blockworks Research analysts discuss recent market movements, the AI x Crypto crossover, and the problem with narrative trading. The conversation also covers Germany’s Bitcoin sales, Mt. Gox distributions, and the implications of FTX repayments. Finally, they speculate on whether or not Blast has been left for dead.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
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Timestamps:
(0:00) Introduction
(2:47) Germany and Mt Gox Selling
(7:43) Are New Tokens Always Better?
(18:41) The AI Trade
(30:36) LayerZero: Pendle Ad
(35:40) The Problem With Narrative Trading
(46:03) Mainstream Crypto Applications
(49:16) Has Blast Been Left For Dead?
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his thoughts on the future of Cosmos.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
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Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
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Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Follow Jehan: https://x.com/JTremback
Follow Informal Systems: https://x.com/informalinc
Follow Boccaccio: https://x.com/tripleboccaccio
Follow EffortCapital: https://x.com/EffortCapital
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) Introduction
(3:11) Overview of Cosmos
(8:13) Rollups vs Appchains
(17:16) What Does ICSv2 Improve?
(31:52) Permissonless Ad
(33:06) Polygon Ad
(33:57) Avalanche Ad
(34:39) The Cosmos Hub Pitch
(40:20) Babylon Integration
(42:37) ATOM Value Accrual
(48:18) The Cosmos Hub End Game
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.