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ETF Market Rally, Celestia Airdrop Woes, and Polygon's POL Migration | Analyst Round Table

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Manage episode 380832200 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's analyst table, Dan and Sam are joined by Blockworks Research Analysts Ren and Pibblez to discuss Bitcoin's recent dominance and price gains, upcoming Polkadot token unlocks, Scroll's mainnet launch, and Circle's Gas Station product launch. They also cover governance changes like Atom's inflation rate proposal, Polygon's migration to POL, and debates around Uniswap's controversial interface fee. The group also analyzes Celestia's token airdrop, the L1 vs L2 landscape, and the need for real-world crypto adoption beyond speculation. 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.

- -

Follow Sam: https://twitter.com/swmartin19

Follow Dan: https://twitter.com/smyyguy

Follow Pibblez: https://twitter.com/0xpibblez

Follow Ren: https://twitter.com/purplepill3m

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.

https://hexens.io/

- -

MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch

- -

Timestamps

(0:00) Introduction

(2:23) Biggest Mover: Bitcoin Dominance

(9:25) Metamask Ad

(10:08) Atom Tokenomic Discussions

(11:33) Ekubo DAO Collects UNI Token

(16:22) Aave GHO Borrow Rate Increase

(22:52) sFrax TVL at $40M

(24:01) Polygon Migrates from Matic to POL

(32:41) Hexens Ad

(33:29) Polkadot DOT Unlock

(40:21) Scroll Mainnet Launch Review

(46:54) Celestia Airdrop Claims Disaster

(52:56) Circle Gas Station Launch

(57:02) Uniswap Interface Fee

- -

Resources

Blockworks Research Polygon Research

https://x.com/blockworksres/status/1557364509110517761

Blackrock ETF Amendment

https://x.com/SGJohnsson/status/1716477694261485980

Bitwise Crypto Real-world use case paper

https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories

- -

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.

  continue reading

108 episodes

Artwork
iconShare
 
Manage episode 380832200 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this week's analyst table, Dan and Sam are joined by Blockworks Research Analysts Ren and Pibblez to discuss Bitcoin's recent dominance and price gains, upcoming Polkadot token unlocks, Scroll's mainnet launch, and Circle's Gas Station product launch. They also cover governance changes like Atom's inflation rate proposal, Polygon's migration to POL, and debates around Uniswap's controversial interface fee. The group also analyzes Celestia's token airdrop, the L1 vs L2 landscape, and the need for real-world crypto adoption beyond speculation. 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.

- -

Follow Sam: https://twitter.com/swmartin19

Follow Dan: https://twitter.com/smyyguy

Follow Pibblez: https://twitter.com/0xpibblez

Follow Ren: https://twitter.com/purplepill3m

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.

https://hexens.io/

- -

MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch

- -

Timestamps

(0:00) Introduction

(2:23) Biggest Mover: Bitcoin Dominance

(9:25) Metamask Ad

(10:08) Atom Tokenomic Discussions

(11:33) Ekubo DAO Collects UNI Token

(16:22) Aave GHO Borrow Rate Increase

(22:52) sFrax TVL at $40M

(24:01) Polygon Migrates from Matic to POL

(32:41) Hexens Ad

(33:29) Polkadot DOT Unlock

(40:21) Scroll Mainnet Launch Review

(46:54) Celestia Airdrop Claims Disaster

(52:56) Circle Gas Station Launch

(57:02) Uniswap Interface Fee

- -

Resources

Blockworks Research Polygon Research

https://x.com/blockworksres/status/1557364509110517761

Blackrock ETF Amendment

https://x.com/SGJohnsson/status/1716477694261485980

Bitwise Crypto Real-world use case paper

https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories

- -

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.

  continue reading

108 episodes

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