0xResearch

NEW POD 🍿 @0xcarlosg and @marcarjoon joined @defi_kay_ to discuss: - Bitcoin's momentum - Ethereum's resurgence - Solana's REV decline - The impact of treasury companies Links below 🤝

"Crypto treasury vehicles are the revenge trade. We all missed out, nobody sold the top, they didn't buy the bottom, they didn't buy Circle. They need this one last exit pump to make generational wealth." @defi_kay_ and the lads opine on treasury vehicles replacing memes.

If Superman was Turkish, what would his civilian name be? "I don't know, I'm not Turkish" - @Ian_Unsworth "I don't know what the hell he's talking about." - @salveboccaccio

"I think a large part of the reason @HyperliquidX is doing well is because they just offer markets that other DEXs don't offer." @salveboccaccio on comparing @DriftProtocol to Hyperliquid

.@smyyguy got into the weeds on validator operations in respect to BAM nodes on Monday's stream. @buffalu__ explained that there is an updated Jito Solana client that will connect to BAM nodes and thus receive bundles and transactions.

Atlas, Fogo, and Zeta have been exploring SVM chains or network extensions due to the limitations of the Solana L1 today. "With BAM, this opens up the landscape for these applications to take place on the L1." - @0xcarlosg

The last thing you see before a bunch of guys who call active addresses “users” move into your neighborhood

Talking @phantom x @HyperliquidX builder code revenue with friends of the pod @Ian_Unsworth and @Teddy_oost

Aligning incentives with token holders. ⚖️ Upcoming JIP proposes all Jito Block Engine revenue, currently going to Jito Labs, to be redirected to the DAO, including BAM fees. Clip from @0xResearch livestream featuring co-founder & CEO of Jito Labs, Lucas Bruder ⤵️

.@buffalu__ from @jito_sol walked us through @solana's compute growth curve. We're at 50M CUs now, a bump to 60M is already on testnet, and potentially 100M coming later this year. "We'll keep throwing more and more compute at it."

"IPOs peaked at $335B in 2021. It has picked up again to a degree, but it's still not great. 2024 was $40B in total." @JamesChristoph_ explains that capital markets to private companies are still not wide open. It's still fairly selective of what's coming to market.

Don't miss the latest episode of 0xResearch 📺 @0xcarlosg, @marcarjoon, and @defi_kay_ discuss: - Bitcoin's momentum - Ethereum's resurgence - Solana's REV decline - The impact of treasury companies Timestamps: (0:00) Introduction (2:20) Market Outperformance (6:53) Bitcoin…

Called like 12 things dogshit today

"What if right now we look back at NFTs and say yeah obviously NFTs are dogshit. Memecoins are a much better way to gamble and speculate. But what if there is a better way to speculate as opposed to memecoins?" - @salveboccaccio

CRYPTOCURRENCY TALK: PUMP, ETHENA, HYPERLIQUID - 0xResearch and Friends x.com/i/broadcasts/1…

WE ARE LIVE

Going live in 30 minutes with @defi_kay_, @Ian_Unsworth and @TedDeFi from @Kairos_Res to talk about all things cryptocurrencies Let us know if you have any questions you want us to answer on livestream :)