Positive Shifts in Capital Markets and AI's Role

In this episode, we discuss Bitcoin’s return to all-time highs, and increasing institutional interest in crypto. We also dive into the rise of the Believe app and internet capital markets, trends in Solana’s trading bot market, and the evolution of crypto mobile apps. We close the episode with a critique of Ethereum’s value narrative and cultural direction.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.

--

Resources

Consumer Crypto & Net New Assets: https://app.blockworksresearch.com/research/consumer-crypto-and-net-new-assets

Thread Version: https://x.com/_ryanrconnor/status/1924876335777734950

Trading Bot Market Share: https://x.com/defi_kay_/status/1920154686642139474

--

Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.

Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3

--

Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.

Buy now on https://shop.ledger.com/?r=1da180a5de00.

--

Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. 

Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. 

To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast 

--

Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

Tickets: https://blockworks.co/event/permissionless-iv

--

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

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/salveboccaccio

Follow Blockworks Research: https://x.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/

Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(5:46) Bitcoin Testing All-Time Highs

(11:54) Ads (Algorand & Ledger)

(12:40) The Believe App & Internet Captial Markets

(24:18) Believe's GTM Strategy

(32:16) Ads (Algorand & Ledger)

(33:25) The Trading App Landscape

(46:42) Marinade Ad

(47:14) How Should We Value Blockchains?

(52:56) Ethereum's Focus Today

--

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