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Coinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round Table

Coinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round Table

From0xResearch


Coinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round Table

From0xResearch

ratings:
Length:
70 minutes
Released:
Feb 21, 2024
Format:
Podcast episode

Description

In today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule. To close out the analysts asses the viability of low token floats and high fully diluted valuations and examine Ethena's 20%+ yielding synthetic stablecoin based on a delta-neutral strategy. Stay tuned for all this and more!

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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Resources
https://ethena-labs.gitbook.io/ethena-labs/
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Timestamps:
(0:00) Introduction
(1:06) Uniswap Incentives for New Deployments
(7:12) Vertex Launches Edge
(10:44) GMX Points Multiplier Modifications
(17:36) Pyth DAO Constitution, Jito Proposal Threshold, and Spark Borrow Limit
(19:16) dYdX Segment: dYdX Foundation
(25:18) Coinbase Earnings Reviewed
(37:44) DAS London Ad
(38:51) Starkware Airdrop
(41:59) FDV is a Meme?
(51:13) Ethena: Return of 20% Yield Stable
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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/
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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:
Feb 21, 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.