Dissecting Noble's Revenue Share Prop, L2 Price Wars, and Fee Switch Economics | Analyst Round Table
0xResearch
Introduction
This chapter discusses LP fees generated from Orkut and altcoin pairs on DEX's, revenue generated in the past seven and thirty days, and announces a discount code for DAS London tickets.
In this week's analyst table we are joined by Ren and Brick of the Blockworks research team to dive into the latest crypto news and governance updates. We analyze Noble's proposal to onboard as a Cosmos Hub consumer chain and share revenue back to the Hub. Spurred by Arbitrum's launch of Orbit, we also debate the long-term sustainability of layer 2 networks and whether competition will drive fees lower. Next, we examine dYdX's expanding validator set and the rise of liquid staking services like Stride. Later on, we dissect GBTC outflows and discuss how the SEC stalled Bitcoin adoption. Finally, we explore Orca's fee switch and the importance of widening minority representation for network security. Stay tuned for all this and much 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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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
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Resources
Ondo Points
https://ondo.foundation/points
LP Analytics
https://dune.com/ilemi/whirlpool
GBTC Thread
https://x.com/0xZergs/status/1746126672451993999
Bitcoin ETF Tracker
https://heyapollo.com/bitcoin-etf
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Timestamps
(0:00) Introduction
(1:22) Noble Consumer Chain Prop for Cosmos Hub
(4:56) dYdX LST Competition
(11:30) GameStop Shuts Down NFT Marketplace
(15:26) Manta Airdrop, Ondo Token Launch, & MakderDAO FDV
(21:43) dYdX Segment: Keplr
(28:07) Arbitrum Orbit Program
(42:17) DAS London Ad
(43:23) NEAR BOS & Sharding Roadmap
(52:00) GBTC Widowmaker Trade & Outflows
(1:00:00) Orca Fee Switch Revenue & Volume
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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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