0xResearch

Analysts discuss Eigenlayer's $100m raise, ordinal NFT hype, Uniswap's fee switch, Blast's growth tactics, AI excitement, and Worldcoin's intersection with AI in the crypto space.

Learn about Sui's approach to asset-centric blockchain with features like offline transactions and Move programming integration. Explore the challenges of blockchain scalability and the importance of innovative architecture. Discover Sui's focus on enhancing consumer experience with low latency and real finality. Dive into topics like real-world asset ownership, decentralization challenges, and programmable transaction blocks. Compare efficiency and developer experience in blockchain protocols while gaining insights on Sweet's ecosystem innovations.

Analysts dissect Uniswap's new chain incentives, Vertex's liquidity sharing, and GMX's changes. They unpack Coinbase's strong earnings and critique Starkware's token unlock. They evaluate token floats, valuations, and Ethena's 20%+ yielding synthetic stablecoin strategy.

Brendan Farmer, Co-Founder of Polygon, discusses the limitations of a single blockchain and introduces Polygon's Aggregation Layer for scalable blockchains. They explore interoperability, ZK proof innovation, and the outlook for developer adoption. They also discuss the significance of the Aggregation Layer in blockchain technology and novel use cases enabled by it.

Sam, Ren, Matt, and Pibblez discuss topics including Arbitrum's incentives program, Solana's fee market issues, Bitcoin L2 solutions, potential Ethereum ETFs, and the upcoming Shanghai upgrade bringing several EIPs to boost Layer 2 ecosystem.

In today's analyst roundtable Sam, Ren, Westie, and Brick dive into the biggest news this week including the rise of farcaster, Jupiter's historic airdrop and much more. They unpack Solana mobile's 60k unit sales milestone and whether growing LST protocols are sustainable. Other topics covered include Apecoin DAO's vote on which L2 to launch on, Clusters' partnership with GoDaddy, and an in-depth discussion on Spark Protocol's growth in the MakerDAO ecosystem. Stick around for all of this and much more!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. - -Follow Westie: https://twitter.com/westiecapitalFollow Brick: https://twitter.com/0x___BrickFollow Sam: https://twitter.com/swmartin19Follow 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/ - -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home- -Timestamps:(0:00) Introduction (1:21) Jupiter Airdrop Review(3:17) Solana Mobile 60k Units Sold(7:07) LRT Expansion(11:48) DAS London Ad (12:55) Apecoin DAO Voting on L2 Launch(16:41) Clusters Partners with GoDaddy(18:09) dYdX Segment: Chaos Labs(23:07) Spark Protocol Growth(29:26) Farcaster's Rise(43:56) Stride Airdrop for stTIA Holders(51:27) Crypto the Game- -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.

The podcast discusses rollups-as-a-service business models, adoption metrics, concerns over fee revenue sustainability, and tokenomics incentives. They also mention competition from EigenDA, the growth of Sui, and scalability considerations for validators. Topics include Uniswap's attention to other chains, gamification in cryptocurrency, Noble as an asset issuance platform, USCC as a gas token in the Cosmos ecosystem, telegram trading bots, Polygon vs ZK Sync, and the benefits of one-transaction approvals and move base programming languages.

Julian Koh, co-founder of Aevo (formerly Ribbon Finance), talks about the evolution of their L2 derivatives exchange built using Optimism's OP stack. They discuss providing structured products, capturing institutional interest, and pre-launch futures markets. They also touch on their plan to expand into a cross-chain ecosystem.

Ren and Brick from the Blockworks research team discuss Noble's revenue share proposal, layer 2 price wars, dYdX's expanding validator set, GBTC outflows, Orca's fee switch, and the importance of minority representation for network security. Stay tuned for much more!

EffortCapital, Westie, and Pibblez from Blockworks Research dive into topics such as Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. They also discuss the Saga phone's latest drop controversy, Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for navigating its token unlocks and launching its new Blast testnet.