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Is Euphoria Seeping Into the Market? | Analyst Round Table
1时02分17秒
05-29
Episode Summary
Voice Summary:
0:00:00

In this episode, we cover emerging market euphoria, Bitcoin inflows, Circle’s IPO ambitions, and Plasma’s token sale. Carlos and Ryan also give us their takeaways from Solana's Accelerate conference, and the buzz around Solana Mobile’s new phone, Seeker. Finally, we dive into U.S. regulatory shifts around perps trading, and the rapidly developing MegaETH ecosystem.




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




Plasma Token Sale Announcement: https://www.plasma.to/insights/announcing-the-xpl-public-sale-using-sonar-by-echo


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Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.




Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3


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Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER device now and build confidently, knowing your precious tokens are safe.




Buy now on https://shop.ledger.com/?r=1da180a5de00.


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Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. 




Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. 




To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast 


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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 Carlos: https://x.com/0xcarlosg


Follow Marc: https://x.com/marcarjoon


Follow Ryan: https://x.com/_ryanrconnor


Follow Danny: https://x.com/defi_kay_


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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/




Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh


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Timestamps:


(0:00) Introduction


(1:47) Is Euphoria Seeping Into the Market?


(4:53) Circle's IPO and Plasma's Token Sale


(13:53) Ads (Algorand & Ledger)


(14:01) Takeaways From Solana's Accelerate Conference


(23:00) Regulation For US Based Perps


(30:53) Ads (Algorand & Ledger)


(32:02) Solana's New Phone


(44:41) Marinade Ad


(45:13) The MegaETH Ecosystem


(1:00:58) Dunking on People at Permissionless


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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


--


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.

Next Episode
The Race to Replace Mainnet | Ian Unsworth, Kairos Research

In this episode, we’re joined by Ian Unsworth from Kairos Research to discuss the return of PumpFun’s livestreams, and the impact of Alpenglow. We also dive into what apps we currently like, Solana Mobile’s Seeker, and other crypto focussed devices. Finally, we end the episode with discussion on how Ethereum Mainnet can be dethroned.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.


--


Resources




Pumpfun’s Dominance Under Siege: https://app.blockworksresearch.com/research/the-launchpad-wars_pump.fun's-dominance-under-siege




The Launchpad Wars (Thread): https://x.com/defi_kay_/status/1927800042955624770




Anza Introduces Alpenglow: https://x.com/anza_xyz/status/1924491939040133515


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Ekiden is a decentralized, orderbook-based hybrid exchange delivering execution speeds as low as 5-15ms, deep liquidity and transparent price discovery—all while maintaining the security and trustlessness of DeFi with zero maker fees.




To learn more about Ekiden, follow the link below: https://ekiden.fi/


--


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


--


Follow Kairos Research: https://x.com/Kairos_Res


Follow Ian: https://x.com/Ian_Unsworth


Follow Danny: https://x.com/defi_kay_


Follow Boccaccio: https://x.com/salveboccaccio


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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/




Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh


--


Timestamps:


(0:00) Introduction


(2:26) PumpFun's Livestreams Are Back


(16:42) Ekiden Ad


(16:59) Thoughts on Alpenglow


(24:13) What Apps Do We Like?


(34:32) Ekiden Ad


(35:04) Crypto Devices and Consumer Apps


(48:18) Dethroning Ethereum Mainnet


--


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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

1时14分49秒 2025-06-02
Host
Single Episode:132
05-29