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Unpacking Arbitrum STIPs Winners and Uniswap KYC Uproar | Analyst Round Table

Oct 18, 2023
01:04:12

In this week's analyst table, Dan and Sam are joined by Blockworks research analysts Matt and Brick to discuss the fake Bitcoin ETF news that briefly pumped BTC price 7% before plunging back down. They also analyze Lido's proposal to sunset Staked Sol, the Arbitrum incentive program results, and debate whether real world assets coming on-chain will be a long-term value proposition. The group also weighs in on the controversy around Uniswap V4's optional KYC compliance hooks, arguing that crypto will likely see more regulatory compliant options emerge. Hope you enjoy!


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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Follow Sam: https://twitter.com/swmartin19

Follow Dan: https://twitter.com/smyyguy

Follow Brick: https://twitter.com/0x___Brick

Follow Matt: https://twitter.com/MattFiebach

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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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MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake.

Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch

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Timestamps:

(00:00) Introduction

(01:39) ETF Approval Fake News

(09:48) Stride Community Rejects Enshrinement 

(11:06) “Hexens Ad”

(12:10) Blur Fee Switch Proposal 

(21:12) “MetaMask Ad”

(21:56) Arbitrum STIPs Review

(30:25) Surprise Grant Snubs and Winners

(37:01) Lido DAO Sunsets stSOL

(46:27) Link CCIP Overblown?

(53:31) The Efficacy of RWAs

(57:57) Uniswap V4 KYC Hook Hate

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Resources


Intern Tweet

https://x.com/intern/status/1713932991905284137


Stride Buyout Episode

https://www.youtube.com/watch?v=TUrqpCf62bc


Wash Filter by Hildobby

https://x.com/hildobby_/status/1603763322012041217


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


Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

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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.

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