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Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table

Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table

From0xResearch


Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table

From0xResearch

ratings:
Length:
58 minutes
Released:
Jan 18, 2024
Format:
Podcast episode

Description

In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. The hot seat focuses on the controversy around the Saga phone's latest drop, the Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for successfully navigating its token unlocks and launching its new Blast testnet. Enjoy!

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 Pibblez: https://twitter.com/0xpibblez
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Resources
STARS (stargaze) token documentation
https://docs.stargaze.zone/stars/tokenomics

STARS (Stargaze) medium post on Token design https://mirror.xyz/stargazezone.eth/h9Bc7jODUrYB1Jw4mve3QEGVkBwBsyVebN6NP7tRl_Y

arbitrum treasury mgmt
https://forum.arbitrum.foundation/t/arbitrum-treasury-and-sustainability-research/20630

1 more treasury mgmt
https://forum.arbitrum.foundation/t/arbitrum-treasury-management-report-by-aera/20652

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Timestamps
(0:00) Introduction
(1:11) Rabby Wallet Airdrop & CoW Protocol Benefit
(3:39) LST EigeLayer Update
(5:06) $AEVO TGE and Migration
(8:53) Instagram Intern Shills Memecoin
(10:30) Vitalik Gas Limit Thoughts
(12:56) dYdX v3 Incentives Conclusion
(15:25) dYdX Segment: Chorus One
(22:57) The Saga 2 Drop Controversy
(32:01) Ethos Shared Security Offering
(40:40) DAS London Ad
(41:47) Arbitrum Long Term Incentives Program
(50:06) Blur Token Unlocks & Blast Testnet
(54:58) NFT Marketplace Token Valuations
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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 18, 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.