0xResearch Bitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau
In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.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
(2:17) Thoughts on Venture and Liquid Markets
(9:01) Should VCs Benchmark Against BTC?
(11:47) Outlook on Celestia and Solana
(21:48) Tokenizing Everything
(24:23) SVM Chains & Firedancer
(33:37) dYdX Snippet
(37:24) Monad vs MegaETH
(40:56) Does the L1 Premium Still Exist?
(46:08) Scaling the Ethereum L1
(54:45) Ethereum's Culture Shift
(1:08:50) Closing Comments
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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.