Exploring Telegram Open Network (TON) and its Positioning in the Crypto Ecosystem

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The chapter delves into the recent developments of TON, its market cap, and relationship with Tether, presenting both bullish and bearish perspectives. It discusses the potential of TON as a super app and compares it to existing platforms like WeChat, while also analyzing the challenges in its development and valuation. Additionally, the chapter emphasizes the importance of considering both bullish and bearish opinions when evaluating investments in the crypto space.

In this episode, the Blockworks Research Team covers the potential impact of the upcoming Ethereum ETFs, the likelihood of a Solana ETF getting approved, and how the NFT meta has evolved. Additionally, they dive into the bull and bear cases for Celestia going forward. Finally, they discuss the recent Blockworks Research report on TON.

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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

TON: Not Right Now
https://x.com/blockworksres/status/1806380764369670367

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Timestamps:

(0:00) Introduction

(1:34) Impact of the Ethereum ETF

(18:28) Solana ETF Speculation

(23:13) Will Celestia Make a Comeback?

(35:21) The New NFT Meta

(47:05) LayerZero: Pudgy Penguins Ad

(49:02) Discussing the Blockworks Research Report on TON

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