Intro

We went live to discuss the launch of Monad mainnet, MegaETH’s pre-deposit valuations, L1 valuation trends, and the Berachain–Brevan Howard refund leak. We also covered the evolving models for blockchain monetization and capital formation.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Resources

Jack’s Scoop: https://x.com/whosknave/status/1992989922387488953?s=20

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Timestamps:

(0:00) Introduction

(2:28) Monad Mainnet Goes Live

(16:41) MegaETH’s USDm

(26:18) Berachain's Alleged Brevan Howard Refund

(32:39) Uniswap Ad

(33:46) L1 Valuation's Going Forward

(49:07) Credible Neutrality

(55:44) Closing Comments

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