Token Holders vs App Users: Who Matters Most? | Analyst Round Table
0xResearch
Maker Protocol and USDC Peg
Discussion on the Maker protocol's handling of the stability of their USDC peg, including manual processes, recent volatility in the pools, and potential inefficiencies in the setup.
In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into this week's biggest news. Dan covers Avalanche's recent surge in transactions stemming from ASC20 minting spam. Key governance updates include MakerDAO's current peg stability module and Aave and Curve's USD integration. Discussion then moves the dYdX market manipulation event that damaged the protocols insurance fund and subsequent debate between Kain and Antonio. To close out the team covers crypto gaming projects and the Pyth airdrop. 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
(0:00) Introduction
(3:27) Avalanche TX Volume & CZ $4B Fine
(12:01) Sam Altman Removed from OpenAI
(14:38) Aave & crvUSD Integration
(20:55) Orca Prop for Directing Fees to Token Holders
(25:08) DAS London Ad
(26:03) dYdX Manipulation
(39:17) MakerDAO Peg Stability Module
(48:46) Vertex LBA & Yield Payout
(55:47) Gaming: Duel Arena, Friend Pet, Illivium, Project Awakening & Lattice L2
(1:08:38) Pyth Airdrop Takes
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Resources
Eve Online Economy Interview
https://youtu.be/hDCAGgpAPbk?feature=shared
Pyth Airdrop Report
https://app.blockworksresearch.com/research/pyth-network-pull-not-push
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Blockworks Research: https://www.blockworksresearch.com/
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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.
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