58 min
The MakerDAO-Aave Debacle: Risks and Rewards of Collateralizing DAI | Analyst Round Table 0xResearch
-
- Investing
In this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent default on Goldfinch and the broader challenges facing on-chain private credit markets. Finally, they explore the rise of Pump.Fun and the resurgence of meme coins.
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/
- -
https://x.com/_nishil_/status/1777048334664081548
- -
Timestamps:
(0:00) Introduction
(1:08) Enabling Arbitrum Stylus
(5:08) Velodrome DEX on Bitcoin
(7:40) Solana & SUI Airdrops
(13:39) dYdX Permissionless Smart Contracts
(18:15) dYdX Segment: Axelar
(22:53) Solana Transaction Failures
(31:57) Aave & MakerDAO Debacle
(43:37) Goldfinch Default
(51:43) Pump.Fun Meme Infrastructure
- -
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 this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent default on Goldfinch and the broader challenges facing on-chain private credit markets. Finally, they explore the rise of Pump.Fun and the resurgence of meme coins.
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/
- -
https://x.com/_nishil_/status/1777048334664081548
- -
Timestamps:
(0:00) Introduction
(1:08) Enabling Arbitrum Stylus
(5:08) Velodrome DEX on Bitcoin
(7:40) Solana & SUI Airdrops
(13:39) dYdX Permissionless Smart Contracts
(18:15) dYdX Segment: Axelar
(22:53) Solana Transaction Failures
(31:57) Aave & MakerDAO Debacle
(43:37) Goldfinch Default
(51:43) Pump.Fun Meme Infrastructure
- -
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.
58 min