EPISODE · Jun 1, 2023 · 1H 9M
H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research
from 0xResearch · host Blockworks
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/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow Westie: https://twitter.com/WestieCapital 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/ - - 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/3q9vI3x Dan's The Flippening Twitter thread https://twitter.com/smyyguy/status/1612866619981856769 Bitcoin Miner revenue chart https://dune.com/smyyguy/bitcoin-asset-profile Dan's LSD DEX Volume Analysis https://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEt CCTP Twitter thread https://twitter.com/blockworksres/status/1663577685656997888 - - 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.
What this episode covers
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/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow Westie: https://twitter.com/WestieCapital 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/ - - 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/3q9vI3x Dan's The Flippening Twitter thread https://twitter.com/smyyguy/status/1612866619981856769 Bitcoin Miner revenue chart https://dune.com/smyyguy/bitcoin-asset-profile Dan's LSD DEX Volume Analysis https://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEt CCTP Twitter thread https://twitter.com/blockworksres/status/1663577685656997888 - - 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.
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H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research
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