Crypto Twitter

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I think we'll come out stronger on the other side. I'm just a little bit worried that the regulation that comes from this and between Tara, Celsius, block file, META, FTX, like they've got a lot of ammunition at their disposal. It's going to take a very long time to kind of have confidence and faith come back into the space. But also, you know, I can hope that the true builders will stay here."

In this week's episode of 0xResearch, we bring on Westie and Matt Fiebach to discuss FTX's implosion, the impending fallout and how this affects the broader ecosystem. We then debate Cosmos 2.0, dYdX's AppChain thesis and the importance of native USDC on Cosmos. Is Cosmos gmi or is it just a great idea with bad execution? Tune in to find out!

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Timestamps

(00:00) Introduction

(00:55) Hot Seat: NFT PFPs, Custodians & Solana

(12:55) Cool Throne: ETH Stakers, DeFi Perps, Proof-Of-Reserves

(19:28) Flipside Insights

(21:08) FTX Implodes, The Fallout

(24:57) “Chainalysis Ad”

(25:39) FTX Implodes, The Fallout

(43:47) Cosmos 2.0 Update

(57:52) dYdX AppChain Analysis

(59:59) Native Cosmos USDC, Bullish

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Resources

Westie's Twitter thread on FTX's liquidation engine

https://mobile.twitter.com/WestieCapital/status/1591089073468280832

Cosmos Prop 82

https://www.mintscan.io/cosmos/proposals/82

0xngmi (The Llama)

https://twitter.com/0xngmi

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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.