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محتوای ارائه شده توسط Blockworks. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Blockworks یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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The Modular Thesis Is Dead | Analyst Round Table

1:05:10
 
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Manage episode 435377048 series 3440809
محتوای ارائه شده توسط Blockworks. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Blockworks یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Resources

Drift’s Prediction Market Announcement: https://x.com/DriftProtocol/status/1825537656014721406

--

Special thanks to our sponsor, Nillion!

Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork

--

Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow Nikhil: https://x.com/0xnikhilchat

Follow Ryan: https://x.com/_ryanrconnor

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/tripleboccaccio

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(3:01) Drift Announces A Prediction Market On Solana

(6:02) Permissionless III Ad

(7:16) What Happened to Farcaster?

(13:39) How to Differentiate Decentralized Social Applications

(26:08) Social App Business Models

(31:20) Moderating Social Media Usage

(35:07) Modularity Has Died Out

(45:09) Does the Market Still Care About Real Yield & AI?

(59:37) Ethereum Should Compete Against Its L2s

--

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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

158 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 435377048 series 3440809
محتوای ارائه شده توسط Blockworks. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Blockworks یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Resources

Drift’s Prediction Market Announcement: https://x.com/DriftProtocol/status/1825537656014721406

--

Special thanks to our sponsor, Nillion!

Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork

--

Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii

--

Follow Nikhil: https://x.com/0xnikhilchat

Follow Ryan: https://x.com/_ryanrconnor

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/tripleboccaccio

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(3:01) Drift Announces A Prediction Market On Solana

(6:02) Permissionless III Ad

(7:16) What Happened to Farcaster?

(13:39) How to Differentiate Decentralized Social Applications

(26:08) Social App Business Models

(31:20) Moderating Social Media Usage

(35:07) Modularity Has Died Out

(45:09) Does the Market Still Care About Real Yield & AI?

(59:37) Ethereum Should Compete Against Its L2s

--

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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

158 قسمت

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