In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the implications of its “for-fun” token. They also explore app vs. chain revenue dynamics, and the evolving role of “fat apps” in capturing value across crypto ecosystems.
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As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Timestamps:
(0:00) Introduction
(2:05) Is Bitcoin Decoupling?
(7:33) Can Zora's Model Work?
(18:39) Ads (Algorand & Ledger)
(19:19) Are People Going to Pay For Content?
(34:23) Ads (Algorand & Ledger)
(35:26) Zora Announces Their Token
(46:43) App Revenue is Growing Faster Than REV
(56:49) Closing Comments
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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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.