Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table

0xResearch

In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including 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. The hot seat focuses on the controversy around the Saga phone's latest drop, the 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 successfully navigating its token unlocks and launching its new Blast testnet. 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.

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Resources

STARS (stargaze) token documentation

https://docs.stargaze.zone/stars/tokenomics

STARS (Stargaze) medium post on Token design https://mirror.xyz/stargazezone.eth/h9Bc7jODUrYB1Jw4mve3QEGVkBwBsyVebN6NP7tRl_Y

arbitrum treasury mgmt

https://forum.arbitrum.foundation/t/arbitrum-treasury-and-sustainability-research/20630

1 more treasury mgmt

https://forum.arbitrum.foundation/t/arbitrum-treasury-management-report-by-aera/20652

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Timestamps

(0:00) Introduction

(1:11) Rabby Wallet Airdrop & CoW Protocol Benefit

(3:39) LST EigeLayer Update

(5:06) $AEVO TGE and Migration

(8:53) Instagram Intern Shills Memecoin

(10:30) Vitalik Gas Limit Thoughts

(12:56) dYdX v3 Incentives Conclusion

(15:25) dYdX Segment: Chorus One

(22:57) The Saga 2 Drop Controversy

(32:01) Ethos Shared Security Offering

(40:40) DAS London Ad

(41:47) Arbitrum Long Term Incentives Program

(50:06) Blur Token Unlocks & Blast Testnet

(54:58) NFT Marketplace Token Valuations

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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.