Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table
0xResearch
Introduction
The lack of clarity surrounding the product strategy for the Saga phone is discussed in this chapter. The speakers also mention an upcoming event, DAS London, and provide a discount code for tickets.
In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. The hot seat focuses on the controversy around the Saga phone's latest drop, the Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for successfully navigating its token unlocks and launching its new Blast testnet. Enjoy!
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.
See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
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Resources
STARS (stargaze) token documentation
https://docs.stargaze.zone/stars/tokenomics
STARS (Stargaze) medium post on Token design https://mirror.xyz/stargazezone.eth/h9Bc7jODUrYB1Jw4mve3QEGVkBwBsyVebN6NP7tRl_Y
arbitrum treasury mgmt
https://forum.arbitrum.foundation/t/arbitrum-treasury-and-sustainability-research/20630
1 more treasury mgmt
https://forum.arbitrum.foundation/t/arbitrum-treasury-management-report-by-aera/20652
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Timestamps
(0:00) Introduction
(1:11) Rabby Wallet Airdrop & CoW Protocol Benefit
(3:39) LST EigeLayer Update
(5:06) $AEVO TGE and Migration
(8:53) Instagram Intern Shills Memecoin
(10:30) Vitalik Gas Limit Thoughts
(12:56) dYdX v3 Incentives Conclusion
(15:25) dYdX Segment: Chorus One
(22:57) The Saga 2 Drop Controversy
(32:01) Ethos Shared Security Offering
(40:40) DAS London Ad
(41:47) Arbitrum Long Term Incentives Program
(50:06) Blur Token Unlocks & Blast Testnet
(54:58) NFT Marketplace Token Valuations
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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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