Is Euphoria Seeping Into the Market? | Analyst Round Table

May 29, 2025

Ryan Connor, a host from Blockworks Research, shares intriguing perspectives on the current euphoria in the crypto market. He discusses increasing Bitcoin inflows and the IPO challenges facing companies like Circle. Insights from the Solana Accelerate conference reveal significant developments in decentralized finance and innovative token sales, such as Plasma's. The rise of Solana’s mobile technology and the burgeoning MegaETH ecosystem are also explored, highlighting the exciting intersection of blockchain and consumer tech.

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INSIGHT

Euphoria Seeping Into Market

Market euphoria is creeping in with leveraged coin acquisition vehicles increasing.
Macro tailwinds like easing tariffs and good liquidity support asset appreciation.

INSIGHT

Institutional Crypto Inflows Rise

Bitcoin has seen over $5 billion inflows recently, showing institutional interest.
Ethereum also received hundreds of millions inflows, indicating broader crypto enthusiasm.

INSIGHT

Circle's IPO Signals Optimism

Circle pursuing IPO despite past financial disappointments shows market optimism.
IPO interest often aligns with Bitcoin's big price milestones, signaling market sentiment.

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In this episode, we cover emerging market euphoria, Bitcoin inflows, Circle’s IPO ambitions, and Plasma’s token sale. Carlos and Ryan also give us their takeaways from Solana's Accelerate conference, and the buzz around Solana Mobile’s new phone, Seeker. Finally, we dive into U.S. regulatory shifts around perps trading, and the rapidly developing MegaETH ecosystem.

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.

Resources

Plasma Token Sale Announcement: https://www.plasma.to/insights/announcing-the-xpl-public-sale-using-sonar-by-echo

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To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast

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Timestamps:

(0:00) Introduction

(1:47) Is Euphoria Seeping Into the Market?

(4:53) Circle's IPO and Plasma's Token Sale

(13:53) Ads (Algorand & Ledger)

(14:01) Takeaways From Solana's Accelerate Conference

(23:00) Regulation For US Based Perps

(30:53) Ads (Algorand & Ledger)

(32:02) Solana's New Phone

(44:41) Marinade Ad

(45:13) The MegaETH Ecosystem

(1:00:58) Dunking on People at Permissionless

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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.