Excitement for Undervalued DeFi Chains and the Potential Threat of EigenDA

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The speakers share their experiences with various cryptocurrencies and express excitement about trying out certain undervalued DeFi chains. They discuss the potential threat of EigenDA and suggest improvements for Celestia's pricing model. They also touch on the value of settlement versus decentralized applications (DAs) and tease a deeper discussion on this topic in the next episode.

In this week's analyst table Dan and Sam are joined Ren and Pibblez of the Blockworks Research team to dive into the risks of liquid restaking tokens and the looming ETF approval. They debate whether these LRTs are ticking time bombs and if stakers understand the slashable exposure they're taking on. The crew also explores the viability of Celestia's data availability and if gaming and rollups will drive the demand needed to justify its towering $15B valuation. Other hot topics include Bitcoin NFT mania, StarkNet activating STRK for gas usage, and EtherSca's acquirement of SolScan.

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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Resources

Good ETF sauces:

https://twitter.com/EricBalchunas

https://twitter.com/JSeyff

https://twitter.com/SGJohnsson

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Timestamps

(0:00) Introduction

(1:30) Bitcoin ETF Final Checks

(8:05) EtherScan Acquires SolScan

(10:55) StarkNet Activate STRK for Gas

(20:09) LRT Mania

(35:09) DAS London Ad

(36:15) Node Monkeys $45M Volume

(51:53) Celestia DA Demand Dashboard

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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.