0xResearch
0xResearch
Blockworks
Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table
58 minutes Posted Jan 18, 2024 at 12:00 pm.
In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. The hot seat focuses on the controversy around the Saga phone's latest drop, the Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for successfully navigating its token unlocks and launching its new Blast testnet. Enjoy!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 Sam: https://twitter.com/swmartin19Follow Westie: https://twitter.com/westiecapitalFollow Effort: https://twitter.com/EffortCapitalFollow Pibblez: https://twitter.com/0xpibblezFollow 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/ - -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- -ResourcesSTARS (stargaze) token documentationhttps://docs.stargaze.zone/stars/tokenomicsSTARS (Stargaze) medium post on Token design https://mirror.xyz/stargazezone.eth/h9Bc7jODUrYB1Jw4mve3QEGVkBwBsyVebN6NP7tRl_Yarbitrum treasury mgmthttps://forum.arbitrum.foundation/t/arbitrum-treasury-and-sustainability-research/206301 more treasury mgmt https://forum.arbitrum.foundation/t/arbitrum-treasury-management-report-by-aera/20652- -Timestamps
Introduction
Rabby Wallet Airdrop & CoW Protocol Benefit
LST EigeLayer Update
$AEVO TGE and Migration
Instagram Intern Shills Memecoin
Vitalik Gas Limit Thoughts
dYdX v3 Incentives Conclusion
dYdX Segment: Chorus One
The Saga 2 Drop Controversy
Ethos Shared Security Offering
DAS London Ad
Arbitrum Long Term Incentives Program
Blur Token Unlocks & Blast Testnet
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58:25
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Show notes
In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. The hot seat focuses on the controversy around the Saga phone's latest drop, the Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for successfully navigating its token unlocks and launching its new Blast testnet. Enjoy!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 Sam: https://twitter.com/swmartin19Follow Westie: https://twitter.com/westiecapitalFollow Effort: https://twitter.com/EffortCapitalFollow Pibblez: https://twitter.com/0xpibblezFollow 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/ - -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- -ResourcesSTARS (stargaze) token documentationhttps://docs.stargaze.zone/stars/tokenomicsSTARS (Stargaze) medium post on Token design https://mirror.xyz/stargazezone.eth/h9Bc7jODUrYB1Jw4mve3QEGVkBwBsyVebN6NP7tRl_Yarbitrum treasury mgmthttps://forum.arbitrum.foundation/t/arbitrum-treasury-and-sustainability-research/206301 more treasury mgmt https://forum.arbitrum.foundation/t/arbitrum-treasury-management-report-by-aera/20652- -Timestamps(0:00) Introduction(1:11) Rabby Wallet Airdrop & CoW Protocol Benefit(3:39) LST EigeLayer Update(5:06) $AEVO TGE and Migration(8:53) Instagram Intern Shills Memecoin(10:30) Vitalik Gas Limit Thoughts(12:56) dYdX v3 Incentives Conclusion(15:25) dYdX Segment: Chorus One(22:57) The Saga 2 Drop Controversy(32:01) Ethos Shared Security Offering(40:40) DAS London Ad(41:47) Arbitrum Long Term Incentives Program(50:06) Blur Token Unlocks & Blast Testnet(54:58) NFT Marketplace Token Valuations- -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.