0xResearch

The podcast discusses rollups-as-a-service business models, adoption metrics, concerns over fee revenue sustainability, and tokenomics incentives. They also mention competition from EigenDA, the growth of Sui, and scalability considerations for validators. Topics include Uniswap's attention to other chains, gamification in cryptocurrency, Noble as an asset issuance platform, USCC as a gas token in the Cosmos ecosystem, telegram trading bots, Polygon vs ZK Sync, and the benefits of one-transaction approvals and move base programming languages.

Julian Koh, co-founder of Aevo (formerly Ribbon Finance), talks about the evolution of their L2 derivatives exchange built using Optimism's OP stack. They discuss providing structured products, capturing institutional interest, and pre-launch futures markets. They also touch on their plan to expand into a cross-chain ecosystem.

Ren and Brick from the Blockworks research team discuss Noble's revenue share proposal, layer 2 price wars, dYdX's expanding validator set, GBTC outflows, Orca's fee switch, and the importance of minority representation for network security. Stay tuned for much more!

EffortCapital, Westie, and Pibblez from Blockworks Research dive into topics such as Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. They also discuss the Saga phone's latest drop controversy, Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for navigating its token unlocks and launching its new Blast testnet.

In this week's analyst table Dan and Sam are joined Ren and Pibblez of the Blockworks Research team to dive into the risks of liquid restaking tokens and the looming ETF approval. They debate whether these LRTs are ticking time bombs and if stakers understand the slashable exposure they're taking on. The crew also explores the viability of Celestia's data availability and if gaming and rollups will drive the demand needed to justify its towering $15B valuation. Other hot topics include Bitcoin NFT mania, StarkNet activating STRK for gas usage, and EtherSca's acquirement of SolScan. 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 Dan: https://twitter.com/smyyguyFollow Ren: https://twitter.com/purplepill3mFollow Pibblez: https://twitter.com/0xpibblezFollow Sam: https://twitter.com/swmartin19Follow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -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 0X10 to get 10% 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- -ResourcesGood ETF sauces:https://twitter.com/EricBalchunashttps://twitter.com/JSeyffhttps://twitter.com/SGJohnsson- -Timestamps(0:00) Introduction(1:30) Bitcoin ETF Final Checks(8:05) EtherScan Acquires SolScan(10:55) StarkNet Activate STRK for Gas(20:09) LRT Mania (35:09) DAS London Ad(36:15) Node Monkeys $45M Volume (51:53) Celestia DA Demand Dashboard- -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.

Matt, Ren, and Brick from Blockworks Research talk about Avalanche Foundation's support for memecoins, Celestia's adoption, MakerDAO's return and strong revenue, lack of quality user-based metrics for chains, Bonkbot's unexpected revenue, and the impending spot Bitcoin ETF approval.

The podcast discusses the 2024 outlook for Ethereum, Solana, and Bitcoin, including the adoption of Ethereum L2s and the renaissance of onchain activity on Solana. They also delve into Bitcoin miners' profitability and debate the imminent approval of the ETF. The challenges of isolated fee markets in Solana and the potential of Solana as a competitor to Ethereum are explored. Lastly, they examine Bitcoin's fee revenue, its impact on the security model, and the different perspectives on the ETF's impact on the crypto market.

Scott Sunarto, founder and CEO of Argus Labs, discusses overcoming limitations with on-chain games, designing sharding architectures, building developer tools, enabling emergent economic behaviors, and their recently launched game Dark Frontier. They also explore the importance of pushing boundaries in crypto gaming and attracting developers, as well as the architecture of Argus and the Cardinal game chart. The podcast ends with a discussion on economic emerging behavior in on-chain games.

Analysts discuss Rollbit's proposal for revenue sharing, Lyra V2's imminent launch, Orca and CowSwap's fee structures, Synthetix's move away from inflation funding, the debate around Solana's growth surge, Aevo protocol's revenue growth and upcoming launches.

Lucas Bruder, co-founder and CEO of Jito Labs, discusses the intricacies of Solana, including streaming transactions, validators, and the upcoming launch of Jito's Stakenet. He explores the growth of Gito's soul and the potential of liquid staking. They also talk about the rise in Solana's activity and its impact on the MEV landscape, as well as Solana attracting developers and exciting teams in the crypto space.