Analyzing Rollups-as-a-Service Business Models, Economics, and Adoption | Analyst Round Table

In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business models. They also touch on competition from other data availability solutions like EigenDA, the strong growth of Sui, and discusses scalability considerations around block building for validators. Dive into all of this and much more!

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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Timestamps

(0:00) Introduction

(1:02) Uniswap DAO Goes Multichain

(6:23) LidoDAO Temp Check for BNB wstETH Bridge

(9:57) Rollups as a Service Data

(28:38) Token Unlocks: OP & dYdX

(31:38) UMA Oracle MEV Product: OVO

(33:34) dYdX Segment: Noble

(40:28) Jupiter Airdrop

(49:35) Unibot Launches on Solana

(1:02:33) DAS London Ad

(1:03:40) Polygon Aggregation Layer

(1:09:36) Sui TVL 4x

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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.