0xResearch ORE, Tempo & Inside Stream’s $93M Meltdown
Nov 7, 2025
Join Matt and Aryan from CMT Digital, experts in DeFi and market analysis, alongside Dan from Blockworks, as they navigate the thrilling landscape of crypto. They dive into why Ore and Zcash are on the rise, and dissect the dramatic $93M meltdown involving Stream's rehypothecation loop. The guests explore innovative concepts like modular lending, structured products, and the dangers of liquidity fragmentation. They also analyze DEX aggregators and trading dynamics on Solana, offering intriguing insights into the evolving crypto ecosystem.
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Casino Narrative Reprices Tokens
- Ore's rally came from reclassification into a revenue-generating 'casino' narrative, not fundamental protocol changes.
- Market rerated Orr rapidly as on-chain daily revenues spiked, driving viral retail momentum.
Explicitly Ban Rewards For Locked Tokens
- Do not allow locked tokens to earn staking rewards by default; state it clearly to avoid misleading investors.
- Projects should publish staking eligibility upfront to prevent entitlement and distribution FUD.
Prediction Markets Are Becoming Practical
- 'Net-new assets' like prediction markets and creator tokens are emerging but often resemble meme coins early on.
- Prediction markets gained clear use-cases and distribution improvements, making them more viable than before.