0xResearch ETF Market Rally, Celestia Airdrop Woes, and Polygon's POL Migration | Analyst Round Table
In this week's analyst table, Dan and Sam are joined by Blockworks Research Analysts Ren and Pibblez to discuss Bitcoin's recent dominance and price gains, upcoming Polkadot token unlocks, Scroll's mainnet launch, and Circle's Gas Station product launch. They also cover governance changes like Atom's inflation rate proposal, Polygon's migration to POL, and debates around Uniswap's controversial interface fee. The group also analyzes Celestia's token airdrop, the L1 vs L2 landscape, and the need for real-world crypto adoption beyond speculation. 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 our opinions, not financial advice.
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Timestamps
(0:00) Introduction
(2:23) Biggest Mover: Bitcoin Dominance
(9:25) Metamask Ad
(10:08) Atom Tokenomic Discussions
(11:33) Ekubo DAO Collects UNI Token
(16:22) Aave GHO Borrow Rate Increase
(22:52) sFrax TVL at $40M
(24:01) Polygon Migrates from Matic to POL
(32:41) Hexens Ad
(33:29) Polkadot DOT Unlock
(40:21) Scroll Mainnet Launch Review
(46:54) Celestia Airdrop Claims Disaster
(52:56) Circle Gas Station Launch
(57:02) Uniswap Interface Fee
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Resources
Blockworks Research Polygon Research
https://x.com/blockworksres/status/1557364509110517761
Blackrock ETF Amendment
https://x.com/SGJohnsson/status/1716477694261485980
Bitwise Crypto Real-world use case paper
https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.