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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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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.
In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design.
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, 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 Noah: https://x.com/TraderNoah
Follow Felipe: https://x.com/TheiaResearch
Follow Boccaccio: https://x.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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Timestamps:
(0:00) Introduction
(2:50) Why Focus On Liquid Tokens?
(9:10) Token Only Teams vs Token & Equity Teams
(17:34) Permissionless III Ad
(18:48) Reconciling Fundamentals and Valuation
(26:48) Dealing With Malicious MEV
(33:06) Activist Investing In Crypto
(38:37) Token Design: Less Is More
(43:40) Looking Towards the Next Three Years
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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.
