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Finding Bullish Themes in the Crypto Wreckage | Analyst Round Table
1时04分18秒
08-07
Episode Summary
Voice Summary:
0:00:00

In this episode, Blockworks Research analysts try to navigate the crypto carnage. They discuss Coinbase’s recent earnings report, and potential solutions for a crypto index. Additionally, they cover the dominance of stablecoin provider business models, how to potentially gain exposure to these businesses, and whether or not PayPal can compete with established giants in the space. Finally, they present the bull and bear cases for Avalanche adoption.


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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Resources


Stablecoin Volumes Chart: https://app.artemis.xyz/stablecoins?chain=solana

Reth: Accelerating Base, Optimism & Symbiotic: https://x.com/blockworksres/status/1819042025200820294

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Special thanks to your sponsor, Nillion!


Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork

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Follow Marc: https://x.com/marcarjoon

Follow Nikhil: https://x.com/0xnikhilchat

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/tripleboccaccio

Follow Blockworks Research: https://twitter.com/blockworksres


Subscribe on YouTube: https://bit.ly/3foDS38

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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

(1:39) Is Jump Crypto Closing Shop?

(5:31) Coinbase Earnings & A Potential Crypto Index

(14:51) Gaining Exposure to Stablecoin Providers

(19:33) How Can PayPal Compete in the Stablecoin Sector?

(32:59) Nillion Snippet

(40:35) The Avalanche Bull vs Bear Debate

(56:08) What is Reth?

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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.

Next Episode
What Went Wrong with Multichain Crypto | Stan & Zon, Initia

In today's episode we dive deep into the unforeseen challenges that have emerged in the multichain landscape. Joined by the founders of Initia, Stan and Zon, we explore the complexities of crosschain interactions, liquidity fragmentation, and user experience hurdles that have hindered the promise of a truly interconnected blockchain ecosystem. The conversation then shifts to innovative solutions, like the interwoven rollups, their Vested Interest Program (VIP), and enshrined liquidity. Our guests also share valuable insights from their recent testnet experience, offering a glimpse into the future of modular blockchain architecture and how it aims to address the shortcomings of current multichain systems. Thanks for tuning in!

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Follow Zon: https://x.com/itsalwayszonny

Follow Stan: https://x.com/sinitias

Follow Nikhil: https://x.com/0xnikhilchat

Follow Boccaccio: https://twitter.com/tripleboccaccio

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/

- -

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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Timestamps:

(0:00) Introduction

(2:41) What's Wrong with Crosschain

(6:09) Interwoven Rollups

(13:19) High Throughput Demand

(13:57) Scaling to Thousands of Chains

(23:31) Standout Initia Use cases

(29:40) Permissonless III Ad

(30:54) Polygon Ad

(31:45) Hub Vision Tradeoffs

(45:06) DA Layer Support

(47:56) Enshrined Liquidity & InitiaDEX

(58:41) Lessons Learned from Testnet

(1:05:12) Betting on Modularity

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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.


1时09分59秒 2024-08-08
Host
Single Episode:62
08-07