Dan Smith

Jonah Weinstein, a crypto-focused Portfolio Manager at SkyCatcher, joins forces with Dan Smith, Lead Researcher at Blockworks, for a deep dive into valuing L1 tokens. They debate the merits of REV versus RSOV metrics, exploring how these frameworks redefine investment strategies. The duo highlights the unique characteristics of Layer 1 tokens, their potential as monetary instruments, and the dynamic interplay among stakeholders. With insights into user demand and market valuations, they provide a fresh perspective on the evolving crypto landscape.

Dan Smith, a crypto analyst from Blockworks Data specializing in Solana and decentralized exchanges, shares insights on the current state of Solana DeFi. They discuss the prevailing bearish sentiment surrounding the market and examine Ethereum's influence on community morale. The conversation dives into innovations in decentralized lending, exploring standout projects like Morpho and Euler. Additionally, they highlight the dynamics of liquidity, the rise of AI in DeFi, and the integration of Bitcoin on-chain, pointing to potential future growth despite challenges.

Dan Smith, Head of Data at Blockworks and former co-host of Lightspeed, dives into the flaws of traditional crypto metrics. He explains why revenue (REV) is a crucial indicator, outperforming metrics like active addresses. The discussion highlights Solana's rise over Ethereum through revenue analysis and Base's position in the Layer 2 landscape. Additionally, they unpack recent crypto payment acquisitions and the implications of Trump's proposed U.S. token reserve, emphasizing the importance of accurate blockchain revenue reporting.

Dan Smith, an Analyst at Blockworks Research and former host, shares his insights on the shifting landscape of Solana's meme coins. He discusses the exciting launch of PumpSwap and its potential impact. The conversation explores whether meme coins are truly dead and the mechanics behind their resurgence, particularly on social media. Additionally, they analyze Tron’s recent rise in USDT transfers and the implications of the STABLE Act draft on the market, highlighting the changing dynamics within the crypto ecosystem.

Dan Smith, a crypto analyst and expert, dives into the controversial launch of the LIBRA token and its fallout, sparked by Argentine President Javier Milei. He discusses allegations of insider trading and the public's frustration towards repeated scams in the crypto space. The conversation highlights how meme coins like LIBRA impact established projects such as Solana, examining potential market manipulations and the need for ethical standards. Finally, they weigh the merits of long-term projects against the rising trend of meme coins.