Market Outlook, Tom Lee's Size, and the Launchpad Narrative Revival | Livestream

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Aug 15, 2025

Guest

Dan Smith

Ian Unsworth from Kairos, along with market analyst Tolks and guest Dan Smith, dive into the buzzing world of cryptocurrency. They discuss Tom Lee's significant ETH bids and the rivalry between ETH and BTC in ETF flows. The revival of launchpads gets attention, especially with new players like Heaven and insights on Zora’s growth. They also explore the economics of creator coins, staking strategies, and the future impact of ETFs on the market. Get ready for a blend of market dynamics and analytical humor!

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ANECDOTE

Tom Lee Girth Becomes A Running Gag

Dan jokes and riffs about Tom Lee's 'girth' in the ETH order book as a running show gag.
The panel uses the meme to capture how large DAT bids dominate market chatter.

INSIGHT

Buybacks Drive Token Market Interest

Protocols with clear revenue and buyback plans draw strong market attention and price benefit.
Ian notes Lido, Solana projects and Pump increasing buybacks as a central market focus.

INSIGHT

Wait For L2 Traction Before Front-Running

Base and other L2 moves matter, but participants remain cautious until clear product-market traction appears.
Tolks prefers waiting for demonstrable momentum before front-running new L2 narratives.

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In this livestream, we cover the market dynamics around Tom Lee’s large ETH bids, ETH flipping BTC in ETF flows, and protocol buyback trends across Ethereum and Solana. We also look into the revival of launchpad activity with Pump, Bonk, and new entrants like Heaven. The discussion also analyzes Zora’s platform growth, creator coin economics, and staking/ETF developments.Thanks for tuning in!

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.

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Timestamps:

(0:00) Introduction

(2:57) Come to DAS London Mates

(4:28) Market Outlook

(16:27) Aptos Ad

(17:06) Launchpad Narrative Revival

(37:07) Dan Smith Joins the Show

(1:05:17) Ads (Aptos & Algorand)

(1:06:29) Tom Lee's Size and DAT Performance

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