The Future of Sovereign Rollups

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Sovereign rollups will be the main use for Celestia as a DA layer which is gonna be a lot cheaper than even Ethereum under Danksharding. I think that's where they will happen on Celestia through these sovereign rollups. One thing that's interesting is the fact that USDC will be have such a first mover advantage as the native fiat stablecoin. And so I wonder like, if we do get this Cambrian explosion of DeFi applications and use cases, you know, now we have Mars to offer leverage,. Neutrons coming and providing a general purpose area to come build DeFi applications.

In today's episode, we revisit our 2023 predictions and make new predictions for 2H 2023. Tune in to find out why you should watch alts on Base, how ETH could flip BTC, DeFi's next big narrative and why Circle will eat your favorite bridge's lunch. And as always, we start with our hot seat/cool throne segment where we discuss OP unlocks, Moonpay's crash, the Celestia/Noble partnership and how MakerDAO's DSR could impact DeFi borrowing rates.

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Timestamps:

(00:00) Introduction

(00:38) Hot Seat/Cool Throne

(24:31) The Atom Accelerator Promo

(26:08) 2H 2023 Predictions

(26:58) Prediction #1: Base’s Alts Will Outperform

(36:11) Prediction #2: ETH Will Flip BTC

(48:13) Prediction #3: LSTFi Will Be THE Narrative

(1:01:24) Prediction #4: CCTP Will Eat Crypto’s Bridges

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Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!

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Resources:

2022 Mount Rushmore & 2023 Predictions (0xResearch)

https://spoti.fi/3q9vI3x

Dan's The Flippening Twitter thread

https://twitter.com/smyyguy/status/1612866619981856769

Bitcoin Miner revenue chart

https://dune.com/smyyguy/bitcoin-asset-profile

Dan's LSD DEX Volume Analysis

https://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEt

CCTP Twitter thread

https://twitter.com/blockworksres/status/1663577685656997888

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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.