1 hr 9 min
Coinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round Table 0xResearch
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- Investing
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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Follow Brick: https://twitter.com/0x___Brick
Follow Matt: https://twitter.com/MattFiebach
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
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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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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/
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.
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.
- -
Follow Brick: https://twitter.com/0x___Brick
Follow Matt: https://twitter.com/MattFiebach
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
- -
Resources
https://ethena-labs.gitbook.io/ethena-labs/
- -
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
- -
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 9 min