How to Evaluate TIA & Data Availability Services | Analyst Round Table

Dec 6, 2023

This podcast explores topics such as NFTs, Bitcoin, data availability services, app chains vs layer 2 solutions, and the popularity of gaming in the cryptocurrency space. The speakers discuss the valuation of Celestia, the profitability of data availability layers, and the potential impact of the spot ETF decision from the SEC on Bitcoin. They also talk about the challenges of indexing a large number of chains, the future potential of D Y DX, and the driving force behind Ethereum's price valuation.

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Introduction

00:00 • 5min

NFTs, Mad Lads, and Solana's NFT Ecosystem

04:47 • 13min

Discussion on App Chain Thesis, Cosmos Tokens, and Concerns about Cash Flows

17:31 • 3min

Token Design and Incentives in the Cryptocurrency Sector

20:34 • 8min

28:31 • 23min

Data Availability Services and the Potential of Solasia

51:52 • 5min

Evaluating Data Availability Layers and the Monetary Premium

57:02 • 3min

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Matt and Pibblez to dive into the latest crypto market trends. They analyze the strong performance of NFTs Pudgy Penguins and Mad Lads, Bitcoin, and onchain perps platforms. The group also debates the valuation of Celestia, the profitability of data availability layers, and the longevity of app chains vs layer 2 solutions. Additional topics include the surge in airdrops and the craze around ordinals like Node Monkeys. 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 our opinions, not financial advice.

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Timestamps

(0:00) Introduction

(1:16) Pudgy Penguins & Mad Lads Rally

(12:31) Mars Protocol Migrates to Neutron?

(19:37) DAS London Ad

(20:33) Strong Perps Token Performance

(30:00) Bitcoin Bull Performance

(34:24) Ordinal Craze

(42:27) Solana Airdrop Season & Jito Valuation

(49:23) The Celestia Valuation

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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.