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The LSD Liquidity Wars Are Here | 2023 Outlook

The LSD Liquidity Wars Are Here | 2023 Outlook

From0xResearch


The LSD Liquidity Wars Are Here | 2023 Outlook

From0xResearch

ratings:
Length:
45 minutes
Released:
Jan 4, 2023
Format:
Podcast episode

Description

In this episode of 0xResearch, we discuss our top predictions for 2023. We debate the future of liquid staking derivatives (LSD), scaling via L3s and AppChains , why CLOB volumes will overtake AMMs and the Fat Application thesis. Join us as we break down the narratives that will take center stage in 2023!
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Timestamps:
(00:00) Introduction
(00:55) The LSD Liquidity War
(11:22) LSD DEX Market Share by Flipside 
(16:18) An OG Protocol Will Re-Launch as an L3
(22:09) AppChains Everywhere
(28:25) “Chainalysis Ad”
(28:52) CLOBs vs AMMs
(35:33) Rollups Still Need Training Wheels
(41:56) Fat Applications & Gaming
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Resources:
Ethereum Asset Profile - Dune Dashboard
https://dune.com/blockworks_research/eth
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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:
Jan 4, 2023
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.