1 hr 23 min
Analyzing Rollups-as-a-Service Business Models, Economics, and Adoption | Analyst Round Table 0xResearch
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- Investing
In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business models. They also touch on competition from other data availability solutions like EigenDA, the strong growth of Sui, and discusses scalability considerations around block building for validators. Dive into all of this and much 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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Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
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Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
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Timestamps
(0:00) Introduction
(1:02) Uniswap DAO Goes Multichain
(6:23) LidoDAO Temp Check for BNB wstETH Bridge
(9:57) Rollups as a Service Data
(28:38) Token Unlocks: OP & dYdX
(31:38) UMA Oracle MEV Product: OVO
(33:34) dYdX Segment: Noble
(40:28) Jupiter Airdrop
(49:35) Unibot Launches on Solana
(1:02:33) DAS London Ad
(1:03:40) Polygon Aggregation Layer
(1:09:36) Sui TVL 4x
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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
- -
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.
In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business models. They also touch on competition from other data availability solutions like EigenDA, the strong growth of Sui, and discusses scalability considerations around block building for validators. Dive into all of this and much 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.
- -
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(0:00) Introduction
(1:02) Uniswap DAO Goes Multichain
(6:23) LidoDAO Temp Check for BNB wstETH Bridge
(9:57) Rollups as a Service Data
(28:38) Token Unlocks: OP & dYdX
(31:38) UMA Oracle MEV Product: OVO
(33:34) dYdX Segment: Noble
(40:28) Jupiter Airdrop
(49:35) Unibot Launches on Solana
(1:02:33) DAS London Ad
(1:03:40) Polygon Aggregation Layer
(1:09:36) Sui TVL 4x
- -
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
- -
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.
1 hr 23 min