Are Animal Spirits Returning Onchain? | Analyst Round Table

0xResearch

In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance.

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 their opinions, not financial advice.

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Resources

Blockworks Research Arbitrum Report: https://x.com/blockworksres/status/1835773042359959814

Blockworks Research Metis Report: https://x.com/blockworksres/status/1839379026676506779

Blockworks Research Metaplex Report: https://x.com/blockworksres/status/1841107896941363380

Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/

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Timestamps:

(0:00) Introduction

(3:23) Animal Spirits Returning Onchain

(4:13) Macro Shifts Across the Globe

(10:01) Chaos Labs Ad

(10:34) Permissionless III Ad

(11:48) The Ethereum vs Solana Debate Rages On

(20:46) Is Sui A Credible Competitor to Solana?

(26:07) The Pros & Cons of VC Funding vs ICOs

(40:05) Firedancer's Impact on Solana Performance

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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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.