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Jan 4, 2024 • 1h 8min

How MakerDAO is Becoming Crypto's Top Revenue-Generating Machine | Analyst Round Table

Matt, Ren, and Brick from Blockworks Research talk about Avalanche Foundation's support for memecoins, Celestia's adoption, MakerDAO's return and strong revenue, lack of quality user-based metrics for chains, Bonkbot's unexpected revenue, and the impending spot Bitcoin ETF approval.
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Dec 28, 2023 • 57min

2024: Ethereum Back in the Narrative? | Analyst Round Table

The podcast discusses the 2024 outlook for Ethereum, Solana, and Bitcoin, including the adoption of Ethereum L2s and the renaissance of onchain activity on Solana. They also delve into Bitcoin miners' profitability and debate the imminent approval of the ETF. The challenges of isolated fee markets in Solana and the potential of Solana as a competitor to Ethereum are explored. Lastly, they examine Bitcoin's fee revenue, its impact on the security model, and the different perspectives on the ETF's impact on the crypto market.
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Dec 20, 2023 • 1h 6min

Argus: The World Engine for Scalable Onchain Games | Scott Sunarto

Scott Sunarto, founder and CEO of Argus Labs, discusses overcoming limitations with on-chain games, designing sharding architectures, building developer tools, enabling emergent economic behaviors, and their recently launched game Dark Frontier. They also explore the importance of pushing boundaries in crypto gaming and attracting developers, as well as the architecture of Argus and the Cardinal game chart. The podcast ends with a discussion on economic emerging behavior in on-chain games.
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Dec 15, 2023 • 56min

Is Solana Starting DeFi Summer 2.0? | Analyst Round Table

Analysts discuss Rollbit's proposal for revenue sharing, Lyra V2's imminent launch, Orca and CowSwap's fee structures, Synthetix's move away from inflation funding, the debate around Solana's growth surge, Aevo protocol's revenue growth and upcoming launches.
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Dec 13, 2023 • 53min

Jito: Airdropping the Solana Wealth Effect | Lucas Bruder

Lucas Bruder, co-founder and CEO of Jito Labs, discusses the intricacies of Solana, including streaming transactions, validators, and the upcoming launch of Jito's Stakenet. He explores the growth of Gito's soul and the potential of liquid staking. They also talk about the rise in Solana's activity and its impact on the MEV landscape, as well as Solana attracting developers and exciting teams in the crypto space.
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Dec 7, 2023 • 57min

Alluvial: The Enterprise-Grade Liquid Staking Standard | Mara Schmiedt

In this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level agreements (SLAs) in liquid staking, contributing to superior staking performance. We touch upon the and much more in the world of decentralized finance. Additionally, we delve into the target customer segment, significance of KYC in the minting process, and the future of liquid staking. For all this and more stay tuned!- -Follow Mara: https://twitter.com/MaraSchmiedtFollow 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/- -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 0X20 to get 20% 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(1:44) The Liquid Staking Collective(12:25) Service Level Agreements (20:15) Ensuring Performance of Selected Set (28:40) KYC Methodology & Integrators(33:07) DAS London Ad(34:03) Target User(44:23) Fee Structure (52:16) Expansion and Balancing Competitors- - ResourcesAlluvial https://twitter.com/alluvialfinanceLiquid Staking collective https://twitter.com/liquid_col- - 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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Dec 6, 2023 • 1h 1min

How to Evaluate TIA & Data Availability Services | Analyst Round Table

This podcast explores topics such as NFTs, Bitcoin, data availability services, app chains vs layer 2 solutions, and the popularity of gaming in the cryptocurrency space. The speakers discuss the valuation of Celestia, the profitability of data availability layers, and the potential impact of the spot ETF decision from the SEC on Bitcoin. They also talk about the challenges of indexing a large number of chains, the future potential of D Y DX, and the driving force behind Ethereum's price valuation.
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Nov 29, 2023 • 1h 5min

BLAST L2: The NFT Perps and Native Yield Super Chain? | Analyst Round Table | Analyst Round Table

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Pibblez breakdown the hype around new L2 BLAST and its controversial pre-launch deposit contract and MakerDAO's record revenue. The team then moves on to crypto gaming viability with games like illuvium, and recent governance updates such as reduced inflation for Cosmos Hub's ATOM & Arbitrum STIPs back funding. Enjoy! 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 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/- -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 0X20 to get 20% 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/homeTimestamps- -(0:00) Introduction(1:08) MakerDAO All-Time High Revenue(4:04) Vertex Strong Volume and Token Performance(7:13) Crypto Gaming: Real Deal or Narrative?(15:29) CCTP Live on Noble(22:34) DAS London Ad(23:30) Justin Sun $200M Total Hacks(27:31) Blast L2 CT Drama(38:47) JitoSOL Token Airdrop(49:18) Prop 848 Cosmos Hub Passes(54:50) Arbitrum STIPs Back Fund Passes- -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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Nov 22, 2023 • 1h 13min

Token Holders vs App Users: Who Matters Most? | Analyst Round Table

Blockworks research analysts Ren and Brick join the analyst round table to discuss Avalanche's surge in transactions, MakerDAO's peg stability module, dYdX market manipulation event, crypto gaming projects, and the Pyth airdrop.
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Nov 15, 2023 • 1h 9min

The Solana Rally: What Everyone Overlooked | Analyst Round Table

In this analyst round table, Matt Fiebach and Garret Harper discuss Solana's developer traction, low fees, and ecosystem upgrades like Firedancer. They also touch on governance updates from Synthetix, Arbitrum, and dYdX.

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