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2024: Ethereum Back in the Narrative? | Analyst Round Table

2024: Ethereum Back in the Narrative? | Analyst Round Table

From0xResearch


2024: Ethereum Back in the Narrative? | Analyst Round Table

From0xResearch

ratings:
Length:
57 minutes
Released:
Dec 28, 2023
Format:
Podcast episode

Description

In this week's analyst table Dan is joined by Matt, Westie, and Effort Capital of the Blockworks Research team to dive into the 2024 outlook for Ethereum, Solana, and Bitcoin. They debate whether 2024 holds better adoption of Ethereum L2s, continued growth of optimizations like data availability, evolution of fees market adjustments, and whether Solana is seeing a renaissance of onchain activity. Additionally, the team examines the ascent of Bitcoin miners profitability. They also debate the imminent approval of the ETF, unfolding new inflow opportunities, and how this would impact the wider market.

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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Follow Westie: https://twitter.com/WestieCapital
Follow Effort: https://twitter.com/EffortCapital
Follow Matt: https://twitter.com/MattFiebach
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Timestamps
(0:00) Introduction
(2:38) Ethereum Success in 2024
(22:51) Solana Success in 2024
(30:05) DAS London Ad
(31:01) Solana Narratives for 2024
(40:12) Bitcoin Miner Profitability
(47:44) Bitcoin Fee Revenue Stats
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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 28, 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.