0xResearch

Crypto Meets TradFi: The New Convergence | Round Table

8 snips
Apr 17, 2025
Mark Arjun, a Blockworks Research analyst focusing on macro conditions and traditional finance, explores the intersection of crypto and traditional finance. He discusses the rise of tokenized gold and the increasing institutional interest in Solana. The conversation delves into economic predictions, potential recession indicators, and the dynamics of trading platforms. They critique airdrop strategies while examining the impact of major holders on market behavior, all while debating the future of cryptocurrencies like Ethereum and Bitcoin.
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INSIGHT

Solana's Institutional Growth

  • Solana is gaining institutional interest, potentially rivaling Ethereum.
  • Institutions are launching products on Solana, showing confidence in the network.
INSIGHT

Kaito's Incentive Model

  • Kaito's model rewards social media engagement, raising questions about its effectiveness.
  • Some argue that rewarding tweets rather than on-chain activity misaligns incentives.
INSIGHT

Berachain's Challenges

  • Berachain's decline is attributed to locked capital, market downturn, and unsuitable strategy.
  • The chain's focus on DeFi and slower transaction speeds doesn't align with current market preferences.
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