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Jun 21, 2023 • 1h 32min

Stacks: Is Bitcoin DeFi Overhyped, Underrated Or A Pipe Dream? | Muneeb Ai

Muneeb Ali joins us to discuss how Stacks is bringing DeFi to Bitcoin. We cover Stacks design, the Bitcoin DeFi thesis, L2 security guarantees, Stacks' recent implementation bug and more!And as usual, we start the episode with our analyst bullpen to discuss Aave's GHO, TradFi announcements, Optimism's Bedrock, Frax governance shenanigans and BitDAO.- -Timestamps:(00:00) Introduction(00:55) Hot Seat/Cool Throne(27:19) Interview Start: Stacks(42:22) The Proof-of-Transfer Mechanism(46:55) The Nakamoto Release: A Security Budget Upgrade(53:21) The Bitcoin DeFi Thesis(57:49) Bitcoin Subnets(1:01:10) The “Stack Increase” Bug(1:17:15) Bitcoin MEV and Censorship(1:25:03) Increasing Miner Competition(1:28:37) Reorg Concerns and Orphan Blocks- -Follow Muneeb: https://twitter.com/muneebFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Ren: https://twitter.com/purplepill3mFollow Pibblez: https://twitter.com/0xpibblezFollow 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:Stackshttps://www.stacks.co/Stacks Roadblocks (Blockworks Research Twitter thread)https://twitter.com/blockworksres/status/1659228801384194049- -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 14, 2023 • 1h 13min

Spark Protocol: MakerDAO's Gateway to Vertical Expansion | Sam MacPherson

Sam MacPherson joins us to discuss how Spark leverages MakerDAO's wholesale credit line to build a lending marketplace built around DAI. We talk about Spark's design, the pervading influence of MakerDAO's DSR, why spot stablecoin demand reigns supreme, Spark's L2 strategy, MakerDAO's shift to AMOs and more!And as usual, we start the episode with our analyst bullpen to discuss Gary Gensler's failure, Arbitrum's bug and social consensus, Solana's (not gonna happen) fork debate and if this is the worst bull market.- -Timestamps:(00:00) Introduction(01:14) Hot Seat/Cool Throne(32:25) Interview Start: Spark(38:23) How the DSR Enables the Lowest Rates in DeFi(41:08) Organic Spot Demand for Stablecoins(45:44) The DSRs Equilibrium Rate(49:15) Undercollateralized Lending(50:33) MakerDAO's Replacing the PSM with AMOs(53:54) Spark’s L2 Strategy(56:52) Fixed Rate Lending and DeFi’s Yield Curve(1:01:12) Every Protocol Will Vertically Integrate(1:03:12) Why Spark Forked Aave v3(1:05:41) How the SubDAO Bidding Process Works(1:08:40) Revenue in High vs Low Rate Environments- -Follow Sam: https://twitter.com/hexonautFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Matt: https://twitter.com/MattFiebachFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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:Proof-of-Steak (Gary Gensler)https://twitter.com/GaryGensler/status/1623777842000539648?MakerDAOhttps://makerdao.comPhoenix Labshttps://twitter.com/phoenixlabsdev- -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 7, 2023 • 1h 20min

Liquid Staking Will Supercharge Cosmos DeFi | Aidan Salzmann, Riley Edmunds (Stride's Co-Founders)

We are joined by the founders of Stride - Cosmos' liquid staking zone - to discuss how LSTs will catalyze Cosmos' DeFi Summer. We discuss how Stride staking works, competition with Lido, Interchain Security, the Hub's Liquid Staking Module, Stride's upcoming features and more!And as usual, we start the episode with our analyst bullpen to discuss the SEC's crackdown on Binance, the McHenry-Thompson crypto bill, dYdX bullishness and the Apple Vision Pro.- -Timestamps:(00:00) Introduction(00:49) Hot Seat/Cool Throne(30:21) Interview Start: Cosmos' Moment(35:43) Will LSTs Ignite Cosmos DeFi?(38:49) The Competition(42:07) Stride’s User Flow, Interchain Accounts & Token Design(49:23) Interchain Security(57:06) Trading at Peg and Instant Redemptions(1:02:41) Sourcing Liquidity and POL(1:06:30) Staked ATOM as Cosmos’ Gas Token(1:08:08) Allocating Stake to Validators(1:11:30) The Liquid Staking Module(1:14:26) Stride’s Research and Roadmap- -Follow Aidan: https://twitter.com/aidan0xFollow Riley: https://twitter.com/interchainrileyFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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:Matt Hougan Binance tweethttps://twitter.com/Matt_Hougan/status/1665779583759843329Stridehttps://stride.zone/https://twitter.com/stride_zone- -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 1, 2023 • 1h 10min

H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research

In today's episode, we revisit our 2023 predictions and make new predictions for 2H 2023. Tune in to find out why you should watch alts on Base, how ETH could flip BTC, DeFi's next big narrative and why Circle will eat your favorite bridge's lunch. And as always, we start with our hot seat/cool throne segment where we discuss OP unlocks, Moonpay's crash, the Celestia/Noble partnership and how MakerDAO's DSR could impact DeFi borrowing rates.- -Timestamps:(00:00) Introduction(00:38) Hot Seat/Cool Throne(24:31) The Atom Accelerator Promo(26:08) 2H 2023 Predictions(26:58) Prediction #1: Base’s Alts Will Outperform(36:11) Prediction #2: ETH Will Flip BTC(48:13) Prediction #3: LSTFi Will Be THE Narrative(1:01:24) Prediction #4: CCTP Will Eat Crypto’s Bridges- -Follow 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:2022 Mount Rushmore & 2023 Predictions (0xResearch)https://spoti.fi/3q9vI3xDan's The Flippening Twitter threadhttps://twitter.com/smyyguy/status/1612866619981856769Bitcoin Miner revenue charthttps://dune.com/smyyguy/bitcoin-asset-profileDan's LSD DEX Volume Analysishttps://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEtCCTP Twitter threadhttps://twitter.com/blockworksres/status/1663577685656997888- -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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May 24, 2023 • 1h 29min

Can Decentralized Social Scale? | Stani Kulecov (Lens, Aave)

Stani Kulechov joins us to discuss how Aave and Lens are building scalable primitives to accelerate crypto's adoption curve. We explore crypto's killer app, why decentralized social matters, how the Momoca DA layer scales Lens, the incentives behind building GHO and more!And as usual, we start the episode with our analyst bullpen to discuss Coinbase's new subscription product, Lido exit liquidity games and Curve's LLAMA lending protocol.- -Timestamps:(00:00) Introduction(00:43) Hot Seat/Cool Throne(34:59) Interview Start: Crypto’s Adoption Curve and Killer App(46:35) Should Protocols Share Revenue With Token Holders?(51:00) Why Decentralized Social Media?(57:07) Building on Polygon(1:03:16) Lens Tx Process Flow and the Momoca DA Layer(1:14:46) Aave’s GHO(1:18:38) How Spark Will Influence Aave’s Market for DAI Lending(1:21:57) Building Core Infrastructure(1:24:49) Decentralized Identity Solutions & Undercollateralized Loans- -Follow Stani: https://twitter.com/StaniKulechovFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Purplepill: https://twitter.com/purplepill3mFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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: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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May 17, 2023 • 1h 20min

Why Coinbase Is Incredibly Mispriced | Matt Hougan, Ryan Rasmussen

Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report.- -Timestamps:(00:00) Introduction(01:05) Hot Seat/Cool Throne(26:10) Interview Start: Institutional Investor Sentiment(37:23) Regulation Outlook(40:59) The Coinbase Bull Case(49:26) L2 Valuations: Arbitrum vs Optimism(51:49) Implications of USDC’s Depeg(57:11) The Decoupling of Equities and Crypto(1:00:42) DEX Market Share and Brand Moats in Crypto(1:05:02) LST Baskets(1:06:46) Returning Protocol Revenue to Token Holders(1:08:48) BRC-20s, High Fees and L2 Volume Growth- -Follow Matt: https://twitter.com/Matt_HouganFollow Ryan: https://mobile.twitter.com/rasterlyrockFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Purplepill: https://twitter.com/purplepill3mFollow 0xPibblez: https://twitter.com/0xpibblezFollow 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:Tether's Q1 Reporthttps://bit.ly/42UOYzYBitwise's websitehttps://bitwiseinvestments.com/- -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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May 11, 2023 • 48min

Meme Mania: Why You Should Pay Attention | 1000x

SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets).In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out!We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!- -Timestamps:(00:00) Introduction(00:32) Are Bank Failures Priced In?(07:31) The Impact of a Potential US Default(12:51) Repeating 2021’s Perfect Storm(18:03) Meme Mania: Why You Should Pay Attention(31:30) Deflationary ETH and Blockspace Fee Generation(36:34) BTC Miner Revenue and BRC-20s- -Follow Avi: https://twitter.com/AviFelmanFollow Jonah: https://twitter.com/jvb_xyzFollow 1000x: https://twitter.com/1000xPodSubscribe on YouTube: https://bit.ly/3FuSarXSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Resources:Golden Treehttps://www.goldentree.com/Cumberlandhttps://cumberland.io/BRC-20.iohttps://brc-20.io/- -Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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May 10, 2023 • 1h 11min

Eclipse: Rollups Powered by Solana's Virtual Machines | Neel Somani

Neel Somani joins us to discuss how Eclipse enables rollups powered by Solana's parallelizable virtual machine. You've heard the debate: "Rollups don't scale because of the single-threaded EVM." With Eclipse, this is no longer the case. Tune in to learn why Eclipse chose the SVM, Eclipse's design and settlement assurances, how rollups can maintain interoperability, where value accrues in a modular world and more!And as usual, we start the episode with our analyst bullpen to discuss Coinbase earnings, Lido DAO, ETH staking and BRC-20s.- -Timestamps:(00:00) Introduction(00:31) Hot Seat/Cool Throne(30:06) Interview Start: Neel’s EVM Terra Project(33:50) Monolithic vs Modular Chains(36:12) Eclipse: The Value Proposition & Design(47:18) Why Choose the SVM?(49:39) Trust Minimized Bridges(51:22) Parallelizable Rollups & Solana’s Firedancer(53:45) Value Accrual(56:26) Maintaining Interoperability(58:11) Rollups vs App-Specific Chains(1:00:03) MEV & Collaborations with Skip Protocol(1:02:07) Competing with Ethereum(1:03:32) What Projects Leverage Eclipse?(1:05:58) Liquidity Fragmentation & On-Boarding(1:06:53) Supporting Multiple VMs- -Follow Neel: https://twitter.com/neelsalamiFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Effort Capital: https://twitter.com/EffortCapitalFollow Westie: https://twitter.com/WestieCapitalFollow Purplepill: 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/- -Resources:Eclipsehttps://www.eclipse.builders/https://twitter.com/EclipseFNDGovHubhttps://twitter.com/JasonYanowitz/status/1654179131171512320- -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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May 3, 2023 • 1h 17min

The Single Shard Thesis | Logan Jastremski

Logan Jastremski joins us to discuss how parallelizable, high-throughput blockchains are the solution for scalable crypto products. We start with Logan's high-throughput thesis, why isolated fee markets and parallel computation are crucial features and how to analyze node requirements. Logan then explains why L2s won't scale, how DAS solutions are a feature, not a product, and his take on AppChains vs sector-specific chains.And as usual, we start the episode with our analyst bullpen to discuss Coinbase, liquid staking derivatives post Shapella, rETH's withdrawal design and token incentive design.- -Timestamps:(00:00) Introduction(00:30) Hot Seat/Cool Throne(25:11) Interview Start: Logan’s Background(27:08) The High-Throughput Thesis(29:10) Backpack and xNFTs(32:44) Solana: State Compression, Hardware Requirements & Value Accrual(46:00) “Lightspeed Ad”(46:41) Quantifiably Measuring Decentralization(50:30) The L2 Experiment(56:14) Isolated Fee Markets(59:30) Celestia, EigenLayer & Polygon Avail(1:03:28) AppChains, Sector-Specific Chains & Mobile(1:08:09) Solana's Community and DePIN- -Follow Logan: https://twitter.com/LoganJastremskiFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Effort Capital: https://twitter.com/EffortCapitalFollow 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/- -Resources:Westiehttps://twitter.com/WestieCapitalSynthetix Dune Dashboardhttps://dune.com/blockworks_research/synthetixPolynya's OP discussionhttps://gov.optimism.io/t/draft-inflation-adjustment-proposal-to-0/5936DefiLlamahttps://defillama.com/bridgesFrictionless Capitalhttps://www.frictionless.fund/https://twitter.com/_Frictionless_Logan's podcasthttps://www.youtube.com/@LoganJastremskiPodcastVitalik's End Gamehttps://vitalik.ca/general/2021/12/06/endgame.htmlFiredancerhttps://jumpcrypto.com/firedancer/- -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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Apr 26, 2023 • 1h 18min

The Solana Bet | Anatoly Yakovenko

Anatoly Yakovenko joins us to discuss why Solana is building the most optimized, minimally-extractive L1. We start with Anatoly's updated view of Solana's value proposition, mobile focus and the significance of xNFTs. Anatoly then explains Firedancer's insane performance, Solana's localized fee markets and parallel execution, where L2s fail to scale, MEV on Solana, security assurances and more! You won't want to miss Anatoly's user-focused philosophy and clear explanations; he's a legend.And as usual, we start the episode with our analyst bullpen to discuss MEV Blocker, the ETH burn and MEV conspiracy theory, the MadLads xNFT mint, and Curve USD.- -Timestamps:(00:00) Introduction(01:09) Hot Seat/Cool Throne(23:31) Interview Start: Solana's Saga Phone (29:23) “Lightning Ad”(30:04) Helium’s Migration to Solana(32:50) Solana’s Vision(34:19) Firedancer’s Insane Performance (38:16) Localized Fee Markets and Parallel Execution(49:32) Is SOL Money?(51:57) SVM L2s: Eclipse and Nitro(53:07) Solana’s Hardware Requirements(55:34) Security Guarantees: L2s vs Solana (59:35) Low Transaction Fees(1:01:38) MEV on Solana(1:08:11) Multi-VM Support(1:10:27) Building Consumer Apps(1:13:54) The Scaling Race: Solana vs Ethereum- -Follow Anatoly: https://twitter.com/aeyakovenkoFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow Purplepill: 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/- -Resources:0xbabe address (Curve deployer address)https://etherscan.io/address/0xbabe61887f1de2713c6f97e567623453d3c79f67Curve Cap Substackhttps://curve.substack.com/WenLlamahttps://twitter.com/WenLlamaSolanahttps://solana.com/https://twitter.com/solanaFiredancerhttps://jumpcrypto.com/firedancer/- -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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