Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report.
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Timestamps:
(00:00) Introduction
(01:05) Hot Seat/Cool Throne
(26:10) Interview Start: Institutional Investor Sentiment
(37:23) Regulation Outlook
(40:59) The Coinbase Bull Case
(49:26) L2 Valuations: Arbitrum vs Optimism
(51:49) Implications of USDC’s Depeg
(57:11) The Decoupling of Equities and Crypto
(1:00:42) DEX Market Share and Brand Moats in Crypto
(1:05:02) LST Baskets
(1:06:46) Returning Protocol Revenue to Token Holders
(1:08:48) BRC-20s, High Fees and L2 Volume Growth
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Resources:
Tether's Q1 Report
Bitwise's website
https://bitwiseinvestments.com/
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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.