Managing Flow to Value Ratio and Long-term Mindset

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The speakers emphasize the importance of balancing low flow of FTV in a Perp's platform to prevent driving the token price down and maintain user interest. They discuss the challenge of finding a team with a long-term mindset and commitment to building, rather than being motivated by short-term gains. The upcoming DIY DXE4 product and its potential as a cash cow is also explored.

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and Westie. In this week's news round-up the analysts cover Uniswap foundation's funding request of $62m, Arbitrum grants program "STIPs", and dYdX $20m incentives on V4. The team also covers this week's top mover MakerDAO and biggest loser $OX. To finish out today's show the team takes the gloves off and unpacks whether token issuance is a cost to PoS networks.

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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Timestamps:

(00:00) Introduction

(01:52) Uniswap Foundation Requests $62M

(07:35) Arbitrum Grants Program "STIPs"

(18:32) “Hexens Ad”

(19:36) $20M dYdX Incentives on V4

(31:18) Top Movers & Losers of The Week

(32:08) The MakerDAO Bull Narrative

(36:27) RIP $OX Token

(38:23) Is Issuance a Cost to a Network?

(54:13) Coinbase Retail Perps

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Resources:

dYdX V4 incentives

https://dydx.forum/t/dydx-v4-launch-incentives-proposal/1075

Arbitrum STIPs

https://forum.arbitrum.foundation/t/arbitrums-short-term-incentive-program-arbitrum-improvement-proposal/16131

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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.