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In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s.
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
Drift’s Prediction Market Announcement: https://x.com/DriftProtocol/status/1825537656014721406
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Special thanks to our 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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Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Follow Nikhil: https://x.com/0xnikhilchat
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Timestamps:
(0:00) Introduction
(3:01) Drift Announces A Prediction Market On Solana
(6:02) Permissionless III Ad
(7:16) What Happened to Farcaster?
(13:39) How to Differentiate Decentralized Social Applications
(26:08) Social App Business Models
(31:20) Moderating Social Media Usage
(35:07) Modularity Has Died Out
(45:09) Does the Market Still Care About Real Yield & AI?
(59:37) Ethereum Should Compete Against Its L2s
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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 is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket and the growing popularity of Hyperliquid. Finally, they examine Ethereum's gas fee situation and whether if the rest of 2024 is optimistic. Thanks for tuning in!
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Follow Tolks: https://x.com/_tolks
Follow Kez: https://x.com/kez4twez
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/
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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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Timestamps:
(0:00) Introduction
(2:27) Was that the Top?
(8:49) Altcoin Market Opportunities
(16:15) Permissonless III Ad
(17:29) Polygon Ad
(18:19) Gwei Costs & ETH Sentiments
(24:55) Did PumpFun Ruin Memes?
(40:47) Generational Top of Polymarket
(47:27) Rise of Hyperliquid & dYdX Fumble
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
