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Is Solana Starting DeFi Summer 2.0? | Analyst Round Table

Is Solana Starting DeFi Summer 2.0? | Analyst Round Table

From0xResearch


Is Solana Starting DeFi Summer 2.0? | Analyst Round Table

From0xResearch

ratings:
Length:
56 minutes
Released:
Dec 15, 2023
Format:
Podcast episode

Description

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into the latest governance and onchain news. They dive into Rollbit's proposal to switch to a revenue share model for its token holders. They also discuss Lyra V2's imminent launch, Orca and CowSwap's new fee structures, Synthetix's move away from inflation funding, and the debate around what's driving Solana's recent growth surge. They debate whether if Solana is experiencing a DeFi summer reminiscent start. To close out the team covers Aevo protocol's strong revenue growth and upcoming product launches. 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 our opinions, not financial advice.
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Timestamps
(0:00) Introduction
(1:51) Rollbit Revenue Share Model
(7:33) Lyra v2, ORCA, and CowSwap Governance Updates
(12:46) Arbitrum Research and Dev Collective Prop
(15:58) SNX Base Launch, Inflation, & Buybacks
(17:24) DAS London Ad
(18:20) Jido Airdrop Review
(28:04) Solana: Thesis Update
(43:29) Aevo Shipping Products & Revenue Growth
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Resources
https://www.umbraresearch.xyz/writings/solana-fees-part-1
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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:
Dec 15, 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.