0xResearch

Bryan Pellegrino, Co-founder & CEO of LayerZero Labs, joins us this week to dive into LayerZero. Dan and Sam explore the LayerZero model, value accrual, Stargate v2 alpha, omni-chain fungible tokens, and much more!And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and EffortCapital to discuss Alt EVMs, XRP security status, direction of Web3 Social platforms, and much more!- -Follow Bryan: https://twitter.com/PrimordialAAFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow EffortCapital: https://twitter.com/EffortCapitalFollow Ren: https://twitter.com/purplepill3mFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:15) Hot Seat & Cool Throne(38:03) Interview Start: Bryan Pellegrino(38:19) LayerZero Model Overview(42:44) LayerZero Ecosystem Development(50:54) Future of Blockchain Infrastructure(55:36) Stargate Sybil Volume(58:39) Impact of CCTP(1:01:58) Stargate V2: The Alpha Drop(1:08:23) Protocol Value Accrual (1:14:29) Omni-chain Fungible Tokens (OFTs)- -ResourcesXRP Security Rulinghttps://blockworks.co/news/judge-rules-ripple-xrp-not-securityLayerZerohttps://layerzero.network/- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.

Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup!__In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.__Timestamps:(00:00) Intro(02:42) Interview start(03:44) Jon's work week(08:04) ChatGPT & writing(10:57) Jon's start in crypto(14:45) How to pick things to work on(17:08) Outsider's perspective on crypto(19:05) Jon's research process(22:00) Jon's proudest moment in crypto(23:06) Crypto Infrastructure overview(29:58) Why crypto infrastructure is interesting(35:57) Rollup decentralization overview(42:44) Challenges decentralizing the sequencer(47:46) Ethereum vs Cosmos approach to governance & decentralization(53:35) User ability to opt out(56:37) Staking vs. governance deciding sequencers(01:08:31) L3s(01:13:34) Superchain(01:16:38) Summary of rollup decentralization(01:21:08) Outro__Hasu - https://twitter.com/hasuflJon Charbonneau - https://twitter.com/jon_charbUCC2 - https://twitter.com/UCC2_xyzWebsite - https://ucc2.xyz__Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.

Lucas Bruder (Baffalu), Co-founder & CEO of Jito Labs, joins us this week to dive into their flagship Liquid Staking product JitoSol. Dan and Sam explore Solana MEV, liquid staking, validator decentralization and Solana's DeFi future.And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and Pibblez to discuss why Arkham's token has not been received well, Stargate V2 sybil volume, dYdX MEV stance, and Ethereum staking.- -Timestamps:(00:00) Introduction(01:21) Hot Seat & Cool Throne(29:11) Interview Start: Lucas Bruder(29:33) What is Jito Labs & Solana MEV (37:11) TLDR on Solana-Jito Client (41:11) Validator Set & Decentralization(46:23) JistoSol & Liquid Staking(55:52) How does JitoSol Dominate Market Share?(1:05:27) Solana Innovation Moving Forward- -Follow Buffalo: https://twitter.com/buffalu__Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow Ren: https://twitter.com/purplepill3mFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Jito Labshttps://www.jito.wtf/https://explorer.jito.wtf/https://www.jito.network/- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.

Sunny Aggarwal joins us to discuss how Osmosis is building the liquidity hub of Cosmos. We cover why Osmosis launched CosmWasm, how the ProtoRev module captures MEV, why Osmosis turned on the fee switch, the future of active vs passive liquidity provision, the AEZ growth strategy, ICS vs Mesh Security and more!And as usual, we start the episode with our analyst bullpen to discuss why all FDVs aren't created equal, the end of PFP NFTs, Coinbase ETF news, Rob Leshner's new venture and more!- -Timestamps:(00:00) Introduction(01:34) Governance Updates(08:29) Hot Seat/Cool Throne(32:48) Interview Start: Osmosis(36:09) Why Osmosis Launched CosmWasm(39:35) Decentralized Stables(43:23) What is the ProtoRev Module?(46:55) Osmosis’ New Protocol Fee(49:52) Balancing Incentives: Stakers vs LPs(51:44) Active vs Passive LPs, Dynamic Fees & Toxic Flow(1:02:39) Cosmos DEX Competition (1:05:14) Thoughts on the Atom Economic Zone(1:07:14) ICS vs Mesh Security(1:13:25) “Proof of Stake Was A Mistake”(1:21:40) ABCI++ Use Cases- -Follow Sunny: https://twitter.com/sunnya97Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow PurplePill: https://twitter.com/purplepill3mFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Key dates and timeline for the BlackRock Spot Bitcoin ETFhttps://twitter.com/hufhaus9/status/1673447437271453698Osmosishttps://osmosis.zone/https://twitter.com/osmosiszone- -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.

Alex Gluchowski and Anthony Rose join us to discuss zkSync's ZK Stack and how Hyperchains enable composable applications at scale. We cover the ZK Stack design and ZK Credo, the security tradeoffs of various Hyperchain implementations, how Hyperchains enable shared composability, zkSync's forced tx inclusion mechanism, Hyperchains vs Cosmos appchains and more!- -Timestamps:(00:00) Introduction(03:50) Interview Start: zkSync(04:06) The ZK Stack Announcement + ZK Credo(08:32) Why Use the ZK Stack?(14:05) Implementations and Security Tradeoffs(26:39) Hyperchain Composability(29:52) The Priority Queue: Forced Transaction Inclusion(34:59) Account Abstraction(38:20) Customization and Application Specificity(42:24) Decentralizing Sequencers and Provers(52:14) Hyperchains vs Cosmos Appchains(57:00) ZK Stack ELI5 and Early Partners- -Follow Alex: https://twitter.com/gluk64Follow Anthony: https://twitter.com/anthonykroseFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! --Use code PODS20 to get 20% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of 0xResearch, you can use code 0XRESEARCH10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/- -Resources:zkSynchttps://zksync.io/https://twitter.com/zksyncZK Credohttps://github.com/zksync/credoZK Stack Announcementhttps://twitter.com/zksync/status/1673317167628967936- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.

Doug Colkitt joins us to discuss how AMMs can limit toxic flow, maximize capital efficiency and become primary venue for price discovery. We cover the design of Ambient, the benefits of a single contract DEX, how dynamic fees benefit LPs, strategies to reduce toxic flow, balancing the incentives of makers vs takers, why Unsiwap dominates and more!And as usual, we start the episode with our analyst bullpen to discuss Polygon's ZK announcement, the Cosmos Hub's momentum, SAP's crypto announcement, the convergence of rollups and appchain design,- -Timestamps:(00:00) Introduction(00:58) Hot Seat/Cool Throne(36:20) Interview Start: The AMM Landscape(44:19) Ambient’s Single Contract DEX(47:54) How Lower Gas Fees Impact Toxic Flow(50:17) Ambient’s Dynamic Fee Design(58:54) The Uniswap v4 Announcement(59:56) Balancing Incentives for Makers vs Takers(1:04:20) Surplus Collateral Positions and Gasless Trades(1:08:41) Will Retail Flow Default to DEX Aggregators?(1:09:56) Ambient’s Governance Structure and Hooks(1:16:00) Knockout Liquidity(1:20:14) On-Chain Price Discovery and Latency(1:28:42) Why is Uniswap Crushing Everyone Else?- -Follow Doug: https://twitter.com/0xdougFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow David: https://twitter.com/EffortCapitalFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Ambienthttps://us.ambient.finance/https://twitter.com/ambient_financeSAP's USDC payment announcementhttps://blockworks.co/news/sap-touts-blockchain-solution-paymentsDualty's Cosmos Hub RS proposalhttps://forum.cosmos.network/t/proposal-draft-launch-duality-on-replicated-security/10932Modular vs Monolithic Twitter threadhttps://twitter.com/digitalmustafa/status/1672301896584040449- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.

Muneeb Ali joins us to discuss how Stacks is bringing DeFi to Bitcoin. We cover Stacks design, the Bitcoin DeFi thesis, L2 security guarantees, Stacks' recent implementation bug and more!And as usual, we start the episode with our analyst bullpen to discuss Aave's GHO, TradFi announcements, Optimism's Bedrock, Frax governance shenanigans and BitDAO.- -Timestamps:(00:00) Introduction(00:55) Hot Seat/Cool Throne(27:19) Interview Start: Stacks(42:22) The Proof-of-Transfer Mechanism(46:55) The Nakamoto Release: A Security Budget Upgrade(53:21) The Bitcoin DeFi Thesis(57:49) Bitcoin Subnets(1:01:10) The “Stack Increase” Bug(1:17:15) Bitcoin MEV and Censorship(1:25:03) Increasing Miner Competition(1:28:37) Reorg Concerns and Orphan Blocks- -Follow Muneeb: https://twitter.com/muneebFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Ren: https://twitter.com/purplepill3mFollow Pibblez: https://twitter.com/0xpibblezFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Stackshttps://www.stacks.co/Stacks Roadblocks (Blockworks Research Twitter thread)https://twitter.com/blockworksres/status/1659228801384194049- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.

Sam MacPherson joins us to discuss how Spark leverages MakerDAO's wholesale credit line to build a lending marketplace built around DAI. We talk about Spark's design, the pervading influence of MakerDAO's DSR, why spot stablecoin demand reigns supreme, Spark's L2 strategy, MakerDAO's shift to AMOs and more!And as usual, we start the episode with our analyst bullpen to discuss Gary Gensler's failure, Arbitrum's bug and social consensus, Solana's (not gonna happen) fork debate and if this is the worst bull market.- -Timestamps:(00:00) Introduction(01:14) Hot Seat/Cool Throne(32:25) Interview Start: Spark(38:23) How the DSR Enables the Lowest Rates in DeFi(41:08) Organic Spot Demand for Stablecoins(45:44) The DSRs Equilibrium Rate(49:15) Undercollateralized Lending(50:33) MakerDAO's Replacing the PSM with AMOs(53:54) Spark’s L2 Strategy(56:52) Fixed Rate Lending and DeFi’s Yield Curve(1:01:12) Every Protocol Will Vertically Integrate(1:03:12) Why Spark Forked Aave v3(1:05:41) How the SubDAO Bidding Process Works(1:08:40) Revenue in High vs Low Rate Environments- -Follow Sam: https://twitter.com/hexonautFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Matt: https://twitter.com/MattFiebachFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Proof-of-Steak (Gary Gensler)https://twitter.com/GaryGensler/status/1623777842000539648?MakerDAOhttps://makerdao.comPhoenix Labshttps://twitter.com/phoenixlabsdev- -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.

We are joined by the founders of Stride - Cosmos' liquid staking zone - to discuss how LSTs will catalyze Cosmos' DeFi Summer. We discuss how Stride staking works, competition with Lido, Interchain Security, the Hub's Liquid Staking Module, Stride's upcoming features and more!And as usual, we start the episode with our analyst bullpen to discuss the SEC's crackdown on Binance, the McHenry-Thompson crypto bill, dYdX bullishness and the Apple Vision Pro.- -Timestamps:(00:00) Introduction(00:49) Hot Seat/Cool Throne(30:21) Interview Start: Cosmos' Moment(35:43) Will LSTs Ignite Cosmos DeFi?(38:49) The Competition(42:07) Stride’s User Flow, Interchain Accounts & Token Design(49:23) Interchain Security(57:06) Trading at Peg and Instant Redemptions(1:02:41) Sourcing Liquidity and POL(1:06:30) Staked ATOM as Cosmos’ Gas Token(1:08:08) Allocating Stake to Validators(1:11:30) The Liquid Staking Module(1:14:26) Stride’s Research and Roadmap- -Follow Aidan: https://twitter.com/aidan0xFollow Riley: https://twitter.com/interchainrileyFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Matt Hougan Binance tweethttps://twitter.com/Matt_Hougan/status/1665779583759843329Stridehttps://stride.zone/https://twitter.com/stride_zone- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.

In today's episode, we revisit our 2023 predictions and make new predictions for 2H 2023. Tune in to find out why you should watch alts on Base, how ETH could flip BTC, DeFi's next big narrative and why Circle will eat your favorite bridge's lunch. And as always, we start with our hot seat/cool throne segment where we discuss OP unlocks, Moonpay's crash, the Celestia/Noble partnership and how MakerDAO's DSR could impact DeFi borrowing rates.- -Timestamps:(00:00) Introduction(00:38) Hot Seat/Cool Throne(24:31) The Atom Accelerator Promo(26:08) 2H 2023 Predictions(26:58) Prediction #1: Base’s Alts Will Outperform(36:11) Prediction #2: ETH Will Flip BTC(48:13) Prediction #3: LSTFi Will Be THE Narrative(1:01:24) Prediction #4: CCTP Will Eat Crypto’s Bridges- -Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Purplepill: https://twitter.com/purplepill3mFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:2022 Mount Rushmore & 2023 Predictions (0xResearch)https://spoti.fi/3q9vI3xDan's The Flippening Twitter threadhttps://twitter.com/smyyguy/status/1612866619981856769Bitcoin Miner revenue charthttps://dune.com/smyyguy/bitcoin-asset-profileDan's LSD DEX Volume Analysishttps://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEtCCTP Twitter threadhttps://twitter.com/blockworksres/status/1663577685656997888- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.