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Jul 31, 2024 • 56min

Exploring DeFi: Restaking, Stablecoins, and Governance Attacks | Analyst Round Table

Delve into the fascinating world of DeFi as analysts highlight Kamino Finance's meteoric rise and Jito's groundbreaking restaking announcement. They dissect AAVE's recent governance proposals and unpack PayPal's entry into the stablecoin arena with PYUSD. The risks of a governance attack on Compound Finance also reveal vulnerabilities within DeFi protocols. Listeners can expect insights on market dynamics, liquidity incentives, and the evolution of staking strategies in this rapidly changing landscape.
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Jul 25, 2024 • 52min

How Parcl is Bringing the Real Estate Markets Onchain | Trevor & Jason

Trevor and Jason from Parcl discuss real estate adoption onchain, improving data quality, PRCL token utility, building through the bear market, and future plans. They also mention challenges in housing data, Parcel token utility, and upcoming plans for the Parcl protocol.
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Jul 24, 2024 • 1h 3min

TradFi is Coming: Has Crypto Changed Forever? | Analyst Round Table

Analysts discuss Polymarket surge, TradFi adoption impact, Ethereum ETF launch, growing Base ecosystem, and Aerodrome's role within it. They explore meme coins, potential ETF approval effects, challenges in crypto space, PancakeSwap's evolution, and traditional finance influence on crypto market behavior.
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Jul 18, 2024 • 1h 14min

Crypto’s Identity Crisis: Investing in a Better Tomorrow | Matti & Rapolas

Join Matti and Rapolas from Zee Prime Capital as they tackle SocialFi evolution, crypto market insights, and backing innovative projects. They discuss adaptability in venture markets, culture onchain, and crypto's identity crisis. Explore the Fat Application Thesis, the importance of user-centric product development, and the impact of tokens in shaping crypto identity.
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Jul 17, 2024 • 53min

Are There Too Many Liquid Staking Tokens? | Analyst Round Table

Blockworks Research analysts discuss Trump’s impact on crypto markets, single vs bundled ETFs, Maker's role in DeFi, and challenges of LSTs. They explore Hyperliquid ecosystem, Maker's business fundamentals, and the future of lending protocols. The podcast also covers trust assumptions in Layer 2 solutions, interoperability protocols, and partnership with Layer Zero for multi-chain expansion. They delve into Hyperliquid's trading activity, liquid staking token dynamics, and potential applications in the market.
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Jul 11, 2024 • 1h 2min

Inside the Future of Cosmos and Appchains| Jehan Tremback

In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his thoughts on the future of Cosmos.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.--Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!Join the aggregated future today by applying at https://polygon.technology/grants--Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.Start building today at https://www.avax.network/--Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii--Follow Jehan: https://x.com/JTrembackFollow Informal Systems: https://x.com/informalincFollow Boccaccio: https://x.com/tripleboccaccioFollow EffortCapital: https://x.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/--Timestamps:(0:00) Introduction(3:11) Overview of Cosmos (8:13) Rollups vs Appchains(17:16) What Does ICSv2 Improve?(31:52) Permissonless Ad(33:06) Polygon Ad(33:57) Avalanche Ad(34:39) The Cosmos Hub Pitch(40:20) Babylon Integration(42:37) ATOM Value Accrual(48:18) The Cosmos Hub End Game--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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
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Jul 10, 2024 • 1h 2min

Are New Tokens Always Better? | Analyst Round Table

Blockworks Research analysts discuss market movements, AI x Crypto crossover, Germany's Bitcoin sales, Mt. Gox distributions, FTX repayments. Debate on new tokens vs. old tokens, narrative trading problems. Speculation on Blast's future. Exploration of decentralized networks, crypto trends, and platform integration.
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Jul 5, 2024 • 50min

Eclipse and the Next Generation of Rollups | Terry & Ren

Terry and Ren from Eclipse discuss building Ethereum's first SVM L2, sequencer design, and rollups. They cover design decisions, developer onboarding, and the future of rollups. The podcast explores the advantages of Solana VM over EVM, MEV attribution, attracting users to the chain, design of sequencers, and evolution of rollups in Ethereum network.
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Jul 3, 2024 • 1h 3min

Crypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round Table

This podcast covers the potential impact of Ethereum ETFs, likelihood of a Solana ETF approval, NFT meta evolution, bull and bear cases for Celestia, and a report on TON. They discuss ETF launches, market analysis, ETH price predictions, NFT future, challenges in NFT investments, and TON positioning in the crypto ecosystem.
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Jun 27, 2024 • 1h 7min

Driving Mass Adoption: TON’s Breakthrough Mini Apps

Alena, Ecosystem Lead at TON, discusses the impact of 'Mini Apps' on mass adoption, similarities between Telegram and WeChat, TON's developer onboarding strategy, systems architecture, and future plans. Explore TON's focus on gaming applications, user onboarding, the Open League, and challenges faced by developers in the crypto space.

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