Show notes
In today's episode, we revisit our 2023 predictions and make new predictions for 2H 2023. Tune in to find out why you should watch alts on Base, how ETH could flip BTC, DeFi's next big narrative and why Circle will eat your favorite bridge's lunch. And as always, we start with our hot seat/cool throne segment where we discuss OP unlocks, Moonpay's crash, the Celestia/Noble partnership and how MakerDAO's DSR could impact DeFi borrowing rates.- -Timestamps:(00:00) Introduction(00:38) Hot Seat/Cool Throne(24:31) The Atom Accelerator Promo(26:08) 2H 2023 Predictions(26:58) Prediction #1: Base’s Alts Will Outperform(36:11) Prediction #2: ETH Will Flip BTC(48:13) Prediction #3: LSTFi Will Be THE Narrative(1:01:24) Prediction #4: CCTP Will Eat Crypto’s Bridges- -Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Purplepill: https://twitter.com/purplepill3mFollow Westie: https://twitter.com/WestieCapitalFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Resources:2022 Mount Rushmore & 2023 Predictions (0xResearch)https://spoti.fi/3q9vI3xDan's The Flippening Twitter threadhttps://twitter.com/smyyguy/status/1612866619981856769Bitcoin Miner revenue charthttps://dune.com/smyyguy/bitcoin-asset-profileDan's LSD DEX Volume Analysishttps://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEtCCTP Twitter threadhttps://twitter.com/blockworksres/status/1663577685656997888- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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.