In this week's analyst round table, we dive into the latest market happenings, including Polygon's recent downtime due to L1 reorgs, the increasing trend of protocols offering larger second-round airdrops to retain users, and the potential staying power of meme coins. The discussion also covers the current state of private market valuations, the challenges faced by debt markets in crypto, and the regulatory landscape surrounding tokenized equities. Looking to the future, the analysts explore the potential impact of AI agents in blockchain gaming and the scalability challenges faced by Ethereum layer 2 solutions like Base. 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 our opinions, not financial advice.
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Timestamps:
(0:00) Introduction
(1:33) How do Ecosystems Retain Users?
(5:04) Frax Fee Switch Proposal & LRT Wars
(14:20) dYdX Segment: Squid
(21:11) DAS Roundup
(36:45) Memecoin Froth & Macro Rate Cuts
(43:58) Ondo Finance Tokenizes Stocks & Equities
(52:31) AI Agents & Blockchain Games
(59:54) Base Fee Spikes
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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.