In this episode, we discuss Bitcoin’s return to all-time highs, and increasing institutional interest in crypto. We also dive into the rise of the Believe app and internet capital markets, trends in Solana’s trading bot market, and the evolution of crypto mobile apps. We close the episode with a critique of Ethereum’s value narrative and cultural direction.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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Resources

Consumer Crypto & Net New Assets: https://app.blockworksresearch.com/research/consumer-crypto-and-net-new-assets

Thread Version: https://x.com/_ryanrconnor/status/1924876335777734950

Trading Bot Market Share: https://x.com/defi_kay_/status/1920154686642139474

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Timestamps:

(0:00) Introduction

(5:46) Bitcoin Testing All-Time Highs

(11:54) Ads (Algorand & Ledger)

(12:40) The Believe App & Internet Captial Markets

(24:18) Believe's GTM Strategy

(32:16) Ads (Algorand & Ledger)

(33:25) The Trading App Landscape

(46:42) Marinade Ad

(47:14) How Should We Value Blockchains?

(52:56) Ethereum's Focus Today

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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.