The Future of Cryptocurrencies

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The fee is most important when you're dealing with commodity assets for pricing key, non financial applications. And then over time, as the users get there to Ryan's point, then we'll see these sort of speculative ideas migrate into those users. So highly recommend going to Bitwise their website, just type it in on Google and it'll be the first thing that pops up.

Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report.

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Timestamps:

(00:00) Introduction

(01:05) Hot Seat/Cool Throne

(26:10) Interview Start: Institutional Investor Sentiment

(37:23) Regulation Outlook

(40:59) The Coinbase Bull Case

(49:26) L2 Valuations: Arbitrum vs Optimism

(51:49) Implications of USDC’s Depeg

(57:11) The Decoupling of Equities and Crypto

(1:00:42) DEX Market Share and Brand Moats in Crypto

(1:05:02) LST Baskets

(1:06:46) Returning Protocol Revenue to Token Holders

(1:08:48) BRC-20s, High Fees and L2 Volume Growth

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Resources:

Tether's Q1 Report

https://bit.ly/42UOYzY

Bitwise's website

https://bitwiseinvestments.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.