In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token airdrops from Wormhole and Ethena, and whether they could provide a major stimulus to ecosystems. Finally, the team scrutinizes the recent Munchables exploit on Blast, the incentive flaws in BitTensor's decentralized AI model, and the AI potential of projects like HiveMapper that utilize reinforcement learning.
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
(1:13) Arbitrum Phase 3 Grant Program
(6:08) Partial Set Security & ICS 2.0
(16:28) Echo & Seed Round Investing
(21:37) Titans Integrated Relay Launch
(30:20) MEV Blocker Fee Switch
(33:20) Ethena & Wormhole Token Airdrops
(41:27) Blast Munchables Exploit
(49:42) Bittensor Token Dynamics & Demand
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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.