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Gm, this week we discuss the state of Solana DeFi. We deep dive into why is everyone so bearish, Ethereum's big pivot, Solana perps market share, app revenue, bringing Bitcoin onchain & more. Enjoy!
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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Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
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Timestamps:
(0:00) Introduction
(2:07) Why Is Everyone So Bearish?
(6:58) The State Of Solana DeFi
(19:17) Ads (Algorand & Ledger)
(19:57) Solana vs Ethereum Lending
(30:13) The Launchpad Wars
(35:36) Ads (Algorand & Ledger)
(36:39) Solana Perps
(43:30) App Revenue
(46:21) Bringing Bitcoin Onchain
(55:20) RWAs
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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
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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.
In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.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 their opinions, not financial advice.
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Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
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Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
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Follow Carl: https://x.com/carlkvogel
Follow Mike: https://x.com/mdudas
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Follow Blockworks Research: https://x.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 the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
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Timestamps:
(0:00) Introduction
(0:47) Investing in Apps vs Infrastructure
(5:44) Will the L1 Premium Ever Go Away?
(7:17) Where Should Apps Launch?
(10:10) Determining Monad's Success
(12:42) Generating Revenue
(16:40) Crypto's Monetization Model
(19:13) The Launch Pad Market
(25:24) Streaming vs Text-based Social
(28:11) Launchpad Model Network Effects
(31:09) dYdX Snippet
(37:43) Defining Consumer Crypto
(40:32) Thoughts on the DePIN Sector
(54:33) Should VCs Benchmark Against Bitcoin?
(58:07) Liquid vs Private Investing
(1:04:20) What's Wrong With the Buyback and Burn Model?
(1:10:04) The Lack of DPI in the VC Space
(1:14:18) Are Valuations Too High?
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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/0xresearch
--
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.
