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Liquid Restaking Tokens: Crypto's Next Timebomb? | Analyst Round Table

Liquid Restaking Tokens: Crypto's Next Timebomb? | Analyst Round Table

From0xResearch


Liquid Restaking Tokens: Crypto's Next Timebomb? | Analyst Round Table

From0xResearch

ratings:
Length:
70 minutes
Released:
Jan 10, 2024
Format:
Podcast episode

Description

In this week's analyst table Dan and Sam are joined Ren and Pibblez of the Blockworks Research team to dive into the risks of liquid restaking tokens and the looming ETF approval. They debate whether these LRTs are ticking time bombs and if stakers understand the slashable exposure they're taking on. The crew also explores the viability of Celestia's data availability and if gaming and rollups will drive the demand needed to justify its towering $15B valuation. Other hot topics include Bitcoin NFT mania, StarkNet activating STRK for gas usage, and EtherSca's acquirement of SolScan.

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 Dan: https://twitter.com/smyyguy
Follow Ren: https://twitter.com/purplepill3m
Follow Pibblez: https://twitter.com/0xpibblez
Follow Sam: https://twitter.com/swmartin19
Follow Blockworks Research: https://twitter.com/blockworksres

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Resources

Good ETF sauces:
https://twitter.com/EricBalchunas
https://twitter.com/JSeyff
https://twitter.com/SGJohnsson
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Timestamps
(0:00) Introduction
(1:30) Bitcoin ETF Final Checks
(8:05) EtherScan Acquires SolScan
(10:55) StarkNet Activate STRK for Gas
(20:09) LRT Mania
(35:09) DAS London Ad
(36:15) Node Monkeys $45M Volume
(51:53) Celestia DA Demand Dashboard
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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:
Jan 10, 2024
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.