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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.
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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
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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__
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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
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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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we dive into the challenges of valuing digital assets with Ryan Connor, Jon Charbonneau from DBA, and Matthew Sigel from VanEck. The discussion covers the applicability of traditional valuation models to crypto, the role of sentiment and flows, the impact of tokenomics, and the relevance of technical analysis in the space.
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.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Jon: https://x.com/jon_charb
Follow Matthew: https://x.com/matthew_sigel
Follow Ryan: https://x.com/_ryanrconnor
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
(1:59) Do TradFi Valuation Metrics Apply to Crypto?
(7:57) Crypto Native Valuation Metrics
(11:47) How Do Tokenomics Affect Valuations?
(19:18) Using Technical Analysis
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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.
