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2022 Mount Rushmore, 2023 Predictions | Blockworks Research

2022 Mount Rushmore, 2023 Predictions | Blockworks Research

From0xResearch


2022 Mount Rushmore, 2023 Predictions | Blockworks Research

From0xResearch

ratings:
Length:
75 minutes
Released:
Dec 28, 2022
Format:
Podcast episode

Description

In this episode of 0xResearch, we host an analyst hour to debate which projects, personalities and market events should be in crypto's 2022 Mount Rushmore. This is the ultimate 2022 recap of what happened, what mattered and where we go next. We've even timestamped every topic we cover below. Check it out!
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Timestamps
(00:00) Introduction
(01:07) Starbucks Odyssey
(02:38) Names We Won’t Forget
(05:31) Yuga Labs
(08:34) ETH Merge & Burn
(10:57) $1.9B in Bridge Hacks
(13:02) Tornado Cash Ban
(14:54) The Launch of Canto
(16:16) Solana and Saga Phone
(18:45) Layer 2 Adoption
(21:24) DeFi’s Expansion
(22:18) Zk-Tech is Heating Up
(23:49) MEV-Boost & Flashbots
(26:24) Moon Birds and Limit Break Digi’s
(29:40) Institutional and Web2 Adoption
(32:31) The AppChain Thesis and Improved Economics
(38:27) Crypto Data Tools
(39:45) LayerZero Labs
(42:32) Sudoswap
(44:44) Do Kwon
(47:28) Flipside & THORChain’s Synth Utilization
(50:21) Alt L1 Thesis vs Ethereum’s Ecosystem
(01:01:01) Bitcoin’s Security Model Controversy
(01:09:21) What Will Outperform in 2023?
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Resources

Blockworks Research Dune dashboards (best in the biz)
https://dune.com/blockworks_research

TVL breakdown by smart contract language
https://defillama.com/languages

THORChain synths data from Flipside
https://bit.ly/3HV7kK1

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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
Released:
Dec 28, 2022
Format:
Podcast episode

Titles in the series (100)

0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are two full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.