0xResearch

Analyst Table: Base TVL, Frax V3 RWAs, Neutron & Cosmos Hub, Eclipse SVM L2 Rise

Sep 27, 2023

EffortCapital and 0xPibblez join Dan and Sam to discuss Base TVL growth, Frax V3 audit, Cosmos hub ROI, and Eclipse SVM L2 rise. They also delve into governance updates including Arbitrum DAO incentives and Maker RWA vault debt ceiling raising.

01:00:36

Episode guests

EffortCapital

0xPibblez

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The strategic investment by Cosmos Hub in Neutron demonstrates their support for protocols leveraging their security provision and the potential revenue generation that comes with it.

Coinbase's mention of potential tokenization of equity positions them as a potential leader in this space, alongside their strong market position.

Fracks' completion of an audit by Trail of Bits and integration with Stripe enhances transparency and strengthens their position as one of the most trusted platforms in DeFi.

Deep dives

Cosmos Hub's Investment in Neutron and Potential Treasury Transfer

The Cosmos Hub invested approximately $500,000 in Neutron, which now represents 4.3% of the total Neutron supply and 28% of the current circulating Neutron supply. The potential transfer of unclaimed Neutron tokens to the Cosmos Hub treasury amounts to around $18 million. This strategic investment aligns with the hub's aim to support and generate revenue from protocols leveraging its security provision.

Introduction

2min

Coinbase's Potential Token Launch and Low Trading Volume on Aerodrome

2min

Content Creator Social Network for Pet Owners, Parallel on Ronin, and Hexen's Cybersecurity Provider

2min

Frax V3 and RWA Strategy

6min

Integrating Maker and Frax Protocols

17min

Discussion on the Mixin Hack and its Implications for Crypto Regulation

3min

TVL Protocols and Governance Updates

28min

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and 0xPibblez. They dive into the Base TVL growth, Frax V3s recent successful audit, Cosmos hub 36x return on investment, and the rise of Eclipse SVM L2. The team also dives into a round of top governance updates including, Arbitrum DAO incentives program, Maker RWA vault debt ceiling raising, and the blockworks research developed tokenomics proposal for the Atom token.

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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Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.

https://hexens.io/

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Timestamps:

(00:00) Introduction

(01:21) Base TVL Growth

(05:19) “Hexens Ad”

(06:23) Frax V3 RWA Strategy

(13:32) Cosmos Hub & Neutron Shared Security Tokens

(23:58) Eclipse SVM L2 Pivot

(29:13) Mixin $200M Bridge Hack

(33:59) Arbitrum DAO Incentives Program

(41:48) Maker RWA Vault Debt Ceiling Raised

(45:00) Tokenomics Proposal for Atom

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Resources:

Base TVL Growth

https://ambcrypto.com/base-beats-solana-as-tvl-crosses-300-mln/

Frax V3 Audit

https://fraxfinancecommunity.medium.com/frax-finance-monthly-report-31-september-2023-84e963734de1

Neutron Unclaimed Tokens

https://x.com/Neutron_org/status/1705214797531451452?s=20

Mixin Network Exploit

https://blockworks.co/news/mixin-network-200m-loss-hack

Arbitrum DAO Incentives Program

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

Tokenomics Proposal for Atom

https://x.com/EffortCapital/status/1705239928911585700?s=20

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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.