0xResearch The LSD Liquidity Wars Are Here | 2023 Outlook
In this episode of 0xResearch, we discuss our top predictions for 2023. We debate the future of liquid staking derivatives (LSD), scaling via L3s and AppChains , why CLOB volumes will overtake AMMs and the Fat Application thesis. Join us as we break down the narratives that will take center stage in 2023!
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Timestamps:
(00:00) Introduction
(00:55) The LSD Liquidity War
(11:22) LSD DEX Market Share by Flipside
(16:18) An OG Protocol Will Re-Launch as an L3
(22:09) AppChains Everywhere
(28:25) “Chainalysis Ad”
(28:52) CLOBs vs AMMs
(35:33) Rollups Still Need Training Wheels
(41:56) Fat Applications & Gaming
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Resources:
Ethereum Asset Profile - Dune Dashboard
https://dune.com/blockworks_research/eth
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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.