Uniswap

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On the Uniswap point I was looking at your DeFi fund and notice there was about 56 or so percent of the overall fund. It's based on the market cap we don't have any caps either a lot of indexes could have caps on how much could be allocated to a certain holding but we generally don't cap it. If an asset passes the various elements of the methodology it's percentage of the top 10 from like the market cap perspective really dictates it's holding. We rebalance and reconstitute on a monthly basis for any changes but it's still based on a market cap weighted approach.

In this week's episode of 0xResearch, Matt Hougan and Ryan Rasmussen join us to discuss Bitwise's crypto thesis. We explore the expected fallout from FTX, Coinbase's massive market opportunity, Bitwise's investment products, crypto's next big unlock and more! Matt and Ryan share insight after insight in this brilliant episode that will leave you feeling psyched about the future of crypto.

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Timestamps:

(00:00) Introduction

(01:05) Hot Seat/Cool Throne

(13:53) Across Airdrop, Flipside Insights & Chainalysis

(19:53) Expected Industry & Regulatory Fallout From FTX

(34:40) Coinbase’s Massive Opportunity

(38:13) “Chainalysis Ad”

(38:55) Coinbase’s Massive Opportunity

(42:31) Bitwise's Crypto Funds

(47:49) How Has Client Interest Changed?

(52:34) Custody, Governance and Fund Allocation

(56:37) A Multichain vs Cross-Chain Future

(01:01:24) Crypto’s Next Big Unlock

(01:06:54) Should Tokens Generate Cash Flows?

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Resources:

Maxine Waters' tweet to SBF

https://twitter.com/RepMaxineWaters/status/1598693811252875264

Circle's tweet on terminating Concord business combination

https://twitter.com/circle/status/1599764500923703296

Matt's tweet on Coinabase's growth

https://twitter.com/Matt_Hougan/status/1455626864400076800

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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.