EPISODE · May 17, 2023 · 1H 20M
Why Coinbase Is Incredibly Mispriced | Matt Hougan, Ryan Rasmussen
from 0xResearch · host Blockworks
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. - - 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 - - Follow Matt: https://twitter.com/Matt_Hougan Follow Ryan: https://mobile.twitter.com/rasterlyrock Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow 0xPibblez: https://twitter.com/0xpibblez 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: Tether's Q1 Report https://bit.ly/42UOYzY Bitwise's website https://bitwiseinvestments.com/ - - 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
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. - - 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 - - Follow Matt: https://twitter.com/Matt_Hougan Follow Ryan: https://mobile.twitter.com/rasterlyrock Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow 0xPibblez: https://twitter.com/0xpibblez 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: Tether's Q1 Report https://bit.ly/42UOYzY Bitwise's website https://bitwiseinvestments.com/ - - 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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Why Coinbase Is Incredibly Mispriced | Matt Hougan, Ryan Rasmussen
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