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Data Deep Dive: Are Memecoins Dead? | Analyst Round Table
1时06分52秒
03-20
Episode Summary
Voice Summary:
0:00:00

In this episode, Danny and Westie discuss their current outlook for the crypto market, Solana's controversial ad, and whether or not memes are truly dead. They analyze onchain data, explore governance dynamics around SIMD-228, and debate whether TradFi firms like Robinhood are poised to dominate established players in DeFi. The duo also reflects on the broader crypto landscape, offering insights on market sentiment, speculative cycles, and the importance of stepping back during uncertain times.


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


BWR: Chain Comparison Dashboard: https://app.blockworksresearch.com/analytics/l1


SIMD-228 Voting Status: https://dune.com/kagren0/simd-0228-voting-status

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Follow Westie: https://x.com/WestieCapital

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Timestamps:

(0:00) Introduction

(1:59) Market Outlook

(6:45) Solana's Advertisement and Subsequent Fallout

(12:48) Ledger Ad

(13:04) Are Memes Dead?

(28:48) Ledger Ad

(29:22) Base's Increased Memecoin Activity

(35:22) SIMD-228 Fails to Pass

(49:43) CryptoTaxCalculator Ad

(50:14) Is TradFi going to Eat Our Lunch?

(1:03:55) Closing Comments

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

Next Episode
Live From DAS: JitoSOL, Staked ETFs, and the Future of Solana Governance | Lucas Bruder

In this episode, Jito Labs CEO Lucas Bruder joined us at DAS to discuss crypto’s growing dialogue with regulators, and the potential for staked ETFs. We also dive into Solana governance, SIMD-228 and SIMD-123, and the evolving validator landscape.


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.

--

Resources


JitoSOL Securities Classification Report: https://x.com/buffalu__/status/1902008044566839601

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Special thanks to our sponsor, dYdX!


Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! 


Tickets: https://blockworks.co/event/permissionless-iv

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Follow Lucas: https://x.com/buffalu__

Follow Dan: https://x.com/smyyguy

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

Follow Blockworks Research: https://x.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/


Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(1:09) JitoSOL Securities Classification Report

(5:00) Staked ETFs

(6:31) Thoughts on SIMD-228 & SIMD-123

(13:15) dYdX Snippet

(18:01) The End State For Solana Validators

(22:34) Solana Governance

(25:36) Jito Foundation's Tokenomics Proposal

(28:58) Are There Any Efficient DAOs?

(31:25) The Future of Jito Tips

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

34分36秒 2025-03-24
Host
Single Episode:113
03-20