0xResearch Plasma TVL Growth, Prediction Market Momentum, and Hypurrr NFTs | Livestream
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Sep 29, 2025 The discussion dives into Plasma's explosive TVL growth fueled by heavy incentives, exploring the impact of stablecoin demand, particularly Tether. Momentum in prediction markets is analyzed, touching on their rise in pop culture and parallels to sports betting. The show debates whether centralized exchanges will replicate on-chain products and reviews the implications of HyperNFT's airdrop choices. They also discuss farming strategies on new perpetual DEXs and examine the decline of launchpads in the crypto landscape.
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Plasma's Incentive-Driven TVL Surge
- Plasma's TVL surge is driven mainly by heavy native-token incentivization and short-term liquidity mining.
- The long-term test is whether the team converts incentive-driven inflows into sustained organic usage and revenue.
Validate Growth With Revenue, Not TVL
- Monitor on-chain revenue and user activity three months post-launch before assuming sustainable adoption.
- Use data tools to compare fee/revenue trends instead of trusting TVL alone when assessing chain health.
Prediction Markets Reach Pop Culture
- Prediction markets are expanding beyond politics into pop culture and sports-like bets that attract non-crypto users.
- These markets can be fairer than meme coins and offer new consumer betting products unavailable on traditional sportsbooks.