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Aug 9, 2023 • 1h 20min

Ethena Labs: Enabling the Internet Bond | Guy & Conor

In today's episode Dan and Sam are joined by Ethena Labs team. Guy Young, Co-founder, and Conor Ryder, head of research, dive into the Ethena's aim to enable the internet bond and transform Ethereum into the first crypto-native yield bearing stablecoin. They dive into Ethena's revenue model, staking yield, depeg risk, bitcoin as collateral, and much more!As usual the team is also joined by two blockworks research analysts, Matt & Ren. Today they cover the GMX V2 launch, Coinbase earnings and Base season, Paypal pyUSD, and Arbitrum BoLD.- -Follow Guy: https://twitter.com/leptokurtic_Follow Conor: https://twitter.com/ConorRyderFollow Dan: https://twitter.com/smyyguyFollow Ren: https://twitter.com/purplepill3mFollow Matt: https://twitter.com/MattFiebachFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:21) CEX Trading vs GMX V2(10:36) Coinbase Earnings & Base Launch(18:04) Paypal pyUSD(25:10) Arbitrum BOLD(29:40) “Atom Accelerator Ad”(30:59) Interview Start: Ethena Labs(32:53) Why Decentralized Stables are Needed(38:56) USDE User Flow & Underworking (42:32) Hedging Counter-party Risk(48:00) USDE Demand Through Yield(51:10) Protocol Revenue(56:09) Deposit Conversions(1:01:06) stETH Depeg Scenario(1:11:52) Bitcoin as Collateral(1:15:03) L2 Strategy- -ResourcesGMX V2https://twitter.com/blockworksres/status/1686413000218210305Paypal pyUSDhttps://blockworks.co/news/paypal-launches-stablecoinBOLD on Arbitrumhttps://blockworks.co/news/arbitrum-validation-protocol-permissionlessEthena Labshttps://www.ethena.fi/- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.
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Aug 2, 2023 • 1h 24min

Curve Armageddon, Base Chain BALD Memecoin, and Solana DEX Innovation | Eugene Chen (Ellipsis Labs)

In today's episode Dan and Sam are joined by Elipsis Labs Co-Founder Eugene. Today they dive into the DEX & AMM innovation in DeFi & Phoenix's unique approach in the Solana Ecosystem. They also discuss the MEV differences in Solana & Ethereum and bringing price discovery on-chain.As usual the team is also joined by two blockworks research analysts, Westie & Ren. Today they cover the Curve exploit, Base chain meme coin season, MakerDAO DAI savings rate, Lido dual governance token, and much more!- -Follow Eugene: https://twitter.com/0xShitTraderFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow Ren: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(00:49) Curve Exploit(18:36) MakerDAO DAI Savings Rate(24:02) Lido Dual Token Governance(28:34) Coinbase Base L2 Meme Coin Season(34:35) “Atom Accelerator Ad”(35:46) Interview Start: Eugene(35:55) Phoenix DEX Overview(43:50) CLOB vs AMM(48:21) Solana MEV(57:34) On-chain Price Discovery(1:11:16) MEV Umbra Research(1:15:40) Firedancer Impact on Phoenix(1:19:23) RWA Use Case(1:21:58) View on Decentralized Stable Coins - -ResourcesUmbra research on MEVhttps://twitter.com/UmbraResearchhttps://www.umbraresearch.xyz/writings/mev-on-solanaElipsis Labshttps://ellipsislabs.xyz/Phoenix DEXhttps://twitter.com/ellipsis_labs/status/1630695716048760832- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.
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Jul 26, 2023 • 1h 8min

Centralized Builders Bull Case, Bear Market Conference, zkEVM Problems | EthCC Reflection

Guests Michael, host of Bell Curve Podcast & Blockworks Co-Founder, and Matt, Blockworks research analyst, discuss zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and more at the EthCC conference. They explore the importance of building applications alongside infrastructure, shared sequencers, enshrining Pepsi, challenges in Tradfi adoption, the Cosmos ecosystem, and balancing decentralization with regulation.
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Jul 20, 2023 • 1h 23min

Solana Defi 2.0: The Comeback | Jarry Xiao, Lucas Bruder, MacBrennan Peet

This is an episode from Blockworks' new podcast Lightspeed! Lightspeed focuses on crypto projects that are pushing the limits of hardware and software to build first-class products. I'm dropping this Solana DeFi Panel episode here as I bet you'll want to add Lightspeed to your podcast lineup! Subscribe to Lightspeed by using the links below:Subscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDSolana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.- -Timestamps:(00:00) Introduction(01:15) What’s Going on in Solana DeFi?(05:02) Token Incentives and Points(14:24) What Will Spark Solana's DeFi Summer?(15:56) Capital Efficiency: CLOBS vs AMMs(16:13) Is Solana a Consumer or Professional DeFi Chain?(25:46) The Best Metrics to Evaluate a DeFi Ecosystem(34:49) Jito Liquid Staking ad(35:55) Permissionless ad(36:55) Understanding Risk and Avoiding Crazy APYs(41:08) What’s Next for Solana DeFi?(44:10) Building on Solana vs L2s(50:41) Applications vs L1s: Who Owns the User Mindshare?(53:12) Who Will Use DeFi?(56:23) Your Most Controversial Crypto Take(01:09:09) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Lucas:https://twitter.com/buffalu__Follow Jarry: https://twitter.com/jarxiaoFollow Macbrennan: https://twitter.com/macbrennanFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesJitojito.networkMarginFihttps://www.marginfi.com/https://twitter.com/marginfiEllipsis Labshttps://ellipsislabs.xyz/https://twitter.com/ellipsis_labsPhoenixhttps://twitter.com/PhoenixTrade_- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.
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Jul 19, 2023 • 1h 29min

How LayerZero Seamlessly Connects Blockchains | Bryan Pellegrino

Bryan Pellegrino, Co-founder & CEO of LayerZero Labs, joins us this week to dive into LayerZero. Dan and Sam explore the LayerZero model, value accrual, Stargate v2 alpha, omni-chain fungible tokens, and much more!And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and EffortCapital to discuss Alt EVMs, XRP security status, direction of Web3 Social platforms, and much more!- -Follow Bryan: https://twitter.com/PrimordialAAFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow EffortCapital: https://twitter.com/EffortCapitalFollow Ren: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:15) Hot Seat & Cool Throne(38:03) Interview Start: Bryan Pellegrino(38:19) LayerZero Model Overview(42:44) LayerZero Ecosystem Development(50:54) Future of Blockchain Infrastructure(55:36) Stargate Sybil Volume(58:39) Impact of CCTP(1:01:58) Stargate V2: The Alpha Drop(1:08:23) Protocol Value Accrual (1:14:29) Omni-chain Fungible Tokens (OFTs)- -ResourcesXRP Security Rulinghttps://blockworks.co/news/judge-rules-ripple-xrp-not-securityLayerZerohttps://layerzero.network/- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.
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Jul 17, 2023 • 1h 22min

The Reboot | Uncommon Core 2.0 with Hasu and Jon Charbonneau

Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup!__In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.__Timestamps:(00:00) Intro(02:42) Interview start(03:44) Jon's work week(08:04) ChatGPT & writing(10:57) Jon's start in crypto(14:45) How to pick things to work on(17:08) Outsider's perspective on crypto(19:05) Jon's research process(22:00) Jon's proudest moment in crypto(23:06) Crypto Infrastructure overview(29:58) Why crypto infrastructure is interesting(35:57) Rollup decentralization overview(42:44) Challenges decentralizing the sequencer(47:46) Ethereum vs Cosmos approach to governance & decentralization(53:35) User ability to opt out(56:37) Staking vs. governance deciding sequencers(01:08:31) L3s(01:13:34) Superchain(01:16:38) Summary of rollup decentralization(01:21:08) Outro__Hasu - https://twitter.com/hasuflJon Charbonneau - https://twitter.com/jon_charbUCC2 - https://twitter.com/UCC2_xyzWebsite - https://ucc2.xyz__Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.
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Jul 12, 2023 • 1h 18min

JitoSol: Building Solana's Hot Seat DeFi Moment | Lucas Bruder (Buffalu)

Lucas Bruder (Baffalu), Co-founder & CEO of Jito Labs, joins us this week to dive into their flagship Liquid Staking product JitoSol. Dan and Sam explore Solana MEV, liquid staking, validator decentralization and Solana's DeFi future.And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and Pibblez to discuss why Arkham's token has not been received well, Stargate V2 sybil volume, dYdX MEV stance, and Ethereum staking.- -Timestamps:(00:00) Introduction(01:21) Hot Seat & Cool Throne(29:11) Interview Start: Lucas Bruder(29:33) What is Jito Labs & Solana MEV (37:11) TLDR on Solana-Jito Client (41:11) Validator Set & Decentralization(46:23) JistoSol & Liquid Staking(55:52) How does JitoSol Dominate Market Share?(1:05:27) Solana Innovation Moving Forward- -Follow Buffalo: https://twitter.com/buffalu__Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow Ren: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Jito Labshttps://www.jito.wtf/https://explorer.jito.wtf/https://www.jito.network/- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.
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Jul 5, 2023 • 1h 24min

How Osmosis Could Become Cosmos' DeFi Hub | Sunny Aggarwal

Sunny Aggarwal joins us to discuss how Osmosis is building the liquidity hub of Cosmos. We cover why Osmosis launched CosmWasm, how the ProtoRev module captures MEV, why Osmosis turned on the fee switch, the future of active vs passive liquidity provision, the AEZ growth strategy, ICS vs Mesh Security and more!And as usual, we start the episode with our analyst bullpen to discuss why all FDVs aren't created equal, the end of PFP NFTs, Coinbase ETF news, Rob Leshner's new venture and more!- -Timestamps:(00:00) Introduction(01:34) Governance Updates(08:29) Hot Seat/Cool Throne(32:48) Interview Start: Osmosis(36:09) Why Osmosis Launched CosmWasm(39:35) Decentralized Stables(43:23) What is the ProtoRev Module?(46:55) Osmosis’ New Protocol Fee(49:52) Balancing Incentives: Stakers vs LPs(51:44) Active vs Passive LPs, Dynamic Fees & Toxic Flow(1:02:39) Cosmos DEX Competition (1:05:14) Thoughts on the Atom Economic Zone(1:07:14) ICS vs Mesh Security(1:13:25) “Proof of Stake Was A Mistake”(1:21:40) ABCI++ Use Cases- -Follow Sunny: https://twitter.com/sunnya97Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow PurplePill: https://twitter.com/purplepill3mFollow Westie: https://twitter.com/WestieCapitalFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Key dates and timeline for the BlackRock Spot Bitcoin ETFhttps://twitter.com/hufhaus9/status/1673447437271453698Osmosishttps://osmosis.zone/https://twitter.com/osmosiszone- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place:Blockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.
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Jun 29, 2023 • 1h 2min

Are Hyperchains The Scaling End Game? | Alex Gluchowski, Anthony Rose

Alex Gluchowski and Anthony Rose join us to discuss zkSync's ZK Stack and how Hyperchains enable composable applications at scale. We cover the ZK Stack design and ZK Credo, the security tradeoffs of various Hyperchain implementations, how Hyperchains enable shared composability, zkSync's forced tx inclusion mechanism, Hyperchains vs Cosmos appchains and more!- -Timestamps:(00:00) Introduction(03:50) Interview Start: zkSync(04:06) The ZK Stack Announcement + ZK Credo(08:32) Why Use the ZK Stack?(14:05) Implementations and Security Tradeoffs(26:39) Hyperchain Composability(29:52) The Priority Queue: Forced Transaction Inclusion(34:59) Account Abstraction(38:20) Customization and Application Specificity(42:24) Decentralizing Sequencers and Provers(52:14) Hyperchains vs Cosmos Appchains(57:00) ZK Stack ELI5 and Early Partners- -Follow Alex: https://twitter.com/gluk64Follow Anthony: https://twitter.com/anthonykroseFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! --Use code PODS20 to get 20% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023Research, news, data, governance and models – now, all in one place. As a listener of 0xResearch, you can use code 0XRESEARCH10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/- -Resources:zkSynchttps://zksync.io/https://twitter.com/zksyncZK Credohttps://github.com/zksync/credoZK Stack Announcementhttps://twitter.com/zksync/status/1673317167628967936- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.
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Jun 28, 2023 • 1h 32min

Ambient: Building The On-Chain Venue for Price Discovery | Doug Colkitt

Doug Colkitt joins us to discuss how AMMs can limit toxic flow, maximize capital efficiency and become primary venue for price discovery. We cover the design of Ambient, the benefits of a single contract DEX, how dynamic fees benefit LPs, strategies to reduce toxic flow, balancing the incentives of makers vs takers, why Unsiwap dominates and more!And as usual, we start the episode with our analyst bullpen to discuss Polygon's ZK announcement, the Cosmos Hub's momentum, SAP's crypto announcement, the convergence of rollups and appchain design,- -Timestamps:(00:00) Introduction(00:58) Hot Seat/Cool Throne(36:20) Interview Start: The AMM Landscape(44:19) Ambient’s Single Contract DEX(47:54) How Lower Gas Fees Impact Toxic Flow(50:17) Ambient’s Dynamic Fee Design(58:54) The Uniswap v4 Announcement(59:56) Balancing Incentives for Makers vs Takers(1:04:20) Surplus Collateral Positions and Gasless Trades(1:08:41) Will Retail Flow Default to DEX Aggregators?(1:09:56) Ambient’s Governance Structure and Hooks(1:16:00) Knockout Liquidity(1:20:14) On-Chain Price Discovery and Latency(1:28:42) Why is Uniswap Crushing Everyone Else?- -Follow Doug: https://twitter.com/0xdougFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow David: https://twitter.com/EffortCapitalFollow Westie: https://twitter.com/WestieCapitalFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:Ambienthttps://us.ambient.finance/https://twitter.com/ambient_financeSAP's USDC payment announcementhttps://blockworks.co/news/sap-touts-blockchain-solution-paymentsDualty's Cosmos Hub RS proposalhttps://forum.cosmos.network/t/proposal-draft-launch-duality-on-replicated-security/10932Modular vs Monolithic Twitter threadhttps://twitter.com/digitalmustafa/status/1672301896584040449- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter- -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.

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