0xResearch Unpacking Arbitrum STIPs Winners and Uniswap KYC Uproar | Analyst Round Table
In this week's analyst table, Dan and Sam are joined by Blockworks research analysts Matt and Brick to discuss the fake Bitcoin ETF news that briefly pumped BTC price 7% before plunging back down. They also analyze Lido's proposal to sunset Staked Sol, the Arbitrum incentive program results, and debate whether real world assets coming on-chain will be a long-term value proposition. The group also weighs in on the controversy around Uniswap V4's optional KYC compliance hooks, arguing that crypto will likely see more regulatory compliant options emerge. Hope you 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.
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Timestamps:
(00:00) Introduction
(01:39) ETF Approval Fake News
(09:48) Stride Community Rejects Enshrinement
(11:06) “Hexens Ad”
(12:10) Blur Fee Switch Proposal
(21:12) “MetaMask Ad”
(21:56) Arbitrum STIPs Review
(30:25) Surprise Grant Snubs and Winners
(37:01) Lido DAO Sunsets stSOL
(46:27) Link CCIP Overblown?
(53:31) The Efficacy of RWAs
(57:57) Uniswap V4 KYC Hook Hate
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Resources
Intern Tweet
https://x.com/intern/status/1713932991905284137
Stride Buyout Episode
https://www.youtube.com/watch?v=TUrqpCf62bc
Wash Filter by Hildobby
https://x.com/hildobby_/status/1603763322012041217
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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.