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.
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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
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Resources:
2022 Mount Rushmore & 2023 Predictions (0xResearch)
https://spoti.fi/3q9vI3x
Dan's The Flippening Twitter thread
https://twitter.com/smyyguy/status/1612866619981856769
Bitcoin Miner revenue chart
https://dune.com/smyyguy/bitcoin-asset-profile
Dan's LSD DEX Volume Analysis
https://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEt
CCTP Twitter thread
https://twitter.com/blockworksres/status/1663577685656997888
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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.
