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H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research

H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research

From0xResearch


H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research

From0xResearch

ratings:
Length:
70 minutes
Released:
Jun 1, 2023
Format:
Podcast episode

Description

In today's episode, we revisit our 2023 predictions and make new predictions for 2H 2023. Tune in to find out why you should watch alts on Base, how ETH could flip BTC, DeFi's next big narrative and why Circle will eat your favorite bridge's lunch. And as always, we start with our hot seat/cool throne segment where we discuss OP unlocks, Moonpay's crash, the Celestia/Noble partnership and how MakerDAO's DSR could impact DeFi borrowing rates.
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Timestamps:
(00:00) Introduction
(00:38) Hot Seat/Cool Throne
(24:31) The Atom Accelerator Promo
(26:08) 2H 2023 Predictions
(26:58) Prediction #1: Base’s Alts Will Outperform
(36:11) Prediction #2: ETH Will Flip BTC
(48:13) Prediction #3: LSTFi Will Be THE Narrative
(1:01:24) Prediction #4: CCTP Will Eat Crypto’s Bridges
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Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! 
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Resources:
2022 Mount Rushmore & 2023 Predictions (0xResearch)
https://spoti.fi/3q9vI3x

Dan's The Flippening Twitter thread
https://twitter.com/smyyguy/status/1612866619981856769

Bitcoin Miner revenue chart
https://dune.com/smyyguy/bitcoin-asset-profile

Dan's LSD DEX Volume Analysis
https://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEt

CCTP Twitter thread
https://twitter.com/blockworksres/status/1663577685656997888
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
Released:
Jun 1, 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.