Navigating High FTV and Low Float Dynamics in Crypto Market

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The chapter delves into the strategy of launching tokens with high FTV and low float to boost prices, discussing the risks associated with large unlocks and the need for longer vesting schedules and regulatory clarity. It debates the controversies and challenges surrounding low float high FTV tokens, emphasizing the importance of education and understanding in token markets. The conversation also explores the influence of Piedon's futures on token pricing and draws parallels with traditional market concepts like Wells market and the role of futures in the crypto market.

In today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule. To close out the analysts asses the viability of low token floats and high fully diluted valuations and examine Ethena's 20%+ yielding synthetic stablecoin based on a delta-neutral strategy. Stay tuned for all this and more!

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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Resources

https://ethena-labs.gitbook.io/ethena-labs/

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Timestamps:

(0:00) Introduction

(1:06) Uniswap Incentives for New Deployments

(7:12) Vertex Launches Edge

(10:44) GMX Points Multiplier Modifications

(17:36) Pyth DAO Constitution, Jito Proposal Threshold, and Spark Borrow Limit

(19:16) dYdX Segment: dYdX Foundation

(25:18) Coinbase Earnings Reviewed

(37:44) DAS London Ad

(38:51) Starkware Airdrop

(41:59) FDV is a Meme?

(51:13) Ethena: Return of 20% Yield Stable

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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.