In this week's episode of 0xResearch, we bring on Westie and Matt Fiebach to discuss FTX's implosion, the impending fallout and how this affects the broader ecosystem. We then debate Cosmos 2.0, dYdX's AppChain thesis and the importance of native USDC on Cosmos. Is Cosmos gmi or is it just a great idea with bad execution? Tune in to find out!
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Timestamps
(00:00) Introduction
(00:55) Hot Seat: NFT PFPs, Custodians & Solana
(12:55) Cool Throne: ETH Stakers, DeFi Perps, Proof-Of-Reserves
(19:28) Flipside Insights
(21:08) FTX Implodes, The Fallout
(24:57) "Chainalysis Ad"
(25:39) FTX Implodes, The Fallout
(43:47) Cosmos 2.0 Update
(57:52) dYdX AppChain Analysis
(59:59) Native Cosmos USDC, Bullish
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Resources
Westie's Twitter thread on FTX's liquidation engine
https://mobile.twitter.com/WestieCapital/status/1591089073468280832
Cosmos Prop 82
https://www.mintscan.io/cosmos/proposals/82
0xngmi (The Llama)
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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.