The Solana Rally: What Everyone Overlooked | Analyst Round Table
0xResearch
Introduction
A discussion on the current state of the NFT ecosystem on Solana, including concerns about centralization, upcoming interface releases, asset denomination, and potential inflation.
In this week's analyst table Dan and Sam are joined by Blockworks research analyst Matt Fiebach and Lightspeed podcast co-host Garret Harper. Today's conversation is a Solana debate diving into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy!
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Garrett: https://twitter.com/GarrettHarper_
Follow Matt: https://twitter.com/MattFiebach
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/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(0:00) Introduction
(1:36) The Solana Accusatory Audit
(6:25) What is there to do on Solana?
(14:38) Does SOL not being money hurt DeFi?
(22:01) Hexens Ad
(22:48) Lack of Protocol Documentation
(26:13) Are there New Users?
(30:25) L2 Framework is Overrated
(46:24) DAS London Ad
(47:20) ACP 13 Reducing Barrier of Subnet Validator Sets
(55:38) Arbitrum Governance Updates
(1:01:57) 1inch Selling ARB Airdrop
- -
Resources
Lightspeed Pod
https://beacons.ai/lightspeedpod
- -
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.
The AI-powered Podcast Player
