Intro

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The hosts and a research team member talk about the recent Velocore protocol exploitation on Linnea, highlighting the implications of centralized control in stopping chains and the contrasting trust assumptions between Layer 1 and Layer 2 protocols. They also discuss forced inclusion in Layer 2 protocols and stress the need for users to stay informed about associated risks.

In this episode, the 0xResearch team dives into the world of Solana DeFi, exploring the potential of undervalued tokens and discussing the disconnect between quality products and token valuations. The conversation also covers Polymarket's impressive growth, Arbitrum's controversial $250M gaming fund, and the risks exposed by Linnea's recent sequencer pause. The analysts examine the challenges facing crypto gaming adoption and debate the merits of meme coins versus prediction markets. Finally, they discuss Vertex's innovative approach to solving liquidity fragmentation across different chains.

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.

- -

Special thanks to our sponsor LayerZero

Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs

- -

Follow Ryan: https://x.com/_RyanRConnor

Follow Carolina: https://x.com/GoldDefi

Follow Boccaccio: https://twitter.com/tripleboccaccio

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Timestamps:

(0:00) Introduction

(0:36) Linea's Pauses Sequencer

(7:37) Arbitrum $250m Bet on Gaming

(22:01) Polymarket Success

(34:16) Layer Zero Segment: Stargate

(41:29) Sub $500m Valuation Coins

- -

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

- -

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. Boccaccio, Ryan and our guests may hold positions in the companies, funds, or projects discussed.