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In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market.
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.
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Resources
PumpSwap Data: https://x.com/blockworksres/status/1905691039912087660
Fluid Dashboard: https://x.com/blockworksres/status/1908165062650675637
PumpFun Dashboard: https://app.blockworksresearch.com/analytics/pumpfun
Bitcoin March 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-march-2025-update
Solana March 2025 Update: https://app.blockworksresearch.com/flashnotes/solana-march-2025-update
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Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
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Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
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Timestamps:
(0:00) Introduction
(1:34) The Decorrelation Narrative
(6:43) Outlook For Crypto Majors
(10:57) Ethereum's Struggles
(15:27) Ledger Ad
(15:43) Solana's REV Share
(21:21) Diving into the PumpFun Data
(30:31) Ledger Ad
(31:04) Who Owns the End User?
(37:34) Incentivizing User Behavior
(47:15) PumpFun vs Raydium: What's Next?
(52:01) New Opportunities Going Forward
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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
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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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we’re joined by Paul Faecks, the Founder of Plasma, and Zaheer of Split Capital, to discuss Plasma, a blockchain focused solely on providing stablecoin infrastructure. We dive into why general-purpose chains aren’t optimized for stablecoin settlement, Plasma’s architecture and how they will mitigate spam, and the broader implications for global payments, regulation, and the stablecoin economy’s future as trillions move onchain.
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.
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Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
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Follow Plasma: https://x.com/PlasmaFdn
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Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
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Timestamps:
(0:00) Introduction
(2:34) Why Build Plasma?
(10:24) The PMF For Stablecoins
(14:53) Plasma's Architecture
(21:50) HotStuff-Inspired Consensus
(25:17) dYdX Snippet
(31:40) Zero Fees and Handling Spam
(39:55) Competing With Tron
(46:06) Variations of Stablecoins
(50:59) Why Build on Bitcoin?
(52:13) The Stablecoin Space Going Forward
(1:04:52) Closing Comments
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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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
