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Bitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau

1:10:47
 
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Manage episode 479630599 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.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.

--

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

--

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

--

Follow Jon: https://x.com/jon_charb

Follow Dan: https://x.com/smyyguy

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

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

Follow Blockworks Research: https://x.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 the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch

Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(2:17) Thoughts on Venture and Liquid Markets

(9:01) Should VCs Benchmark Against BTC?

(11:47) Outlook on Celestia and Solana

(21:48) Tokenizing Everything

(24:23) SVM Chains & Firedancer

(33:37) dYdX Snippet

(37:24) Monad vs MegaETH

(40:56) Does the L1 Premium Still Exist?

(46:08) Scaling the Ethereum L1

(54:45) Ethereum's Culture Shift

(1:08:50) Closing Comments

--

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/0xresearch

--

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.

  continue reading

222 episodes

Artwork
iconShare
 
Manage episode 479630599 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.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.

--

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

--

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

--

Follow Jon: https://x.com/jon_charb

Follow Dan: https://x.com/smyyguy

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

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

Follow Blockworks Research: https://x.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 the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch

Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(2:17) Thoughts on Venture and Liquid Markets

(9:01) Should VCs Benchmark Against BTC?

(11:47) Outlook on Celestia and Solana

(21:48) Tokenizing Everything

(24:23) SVM Chains & Firedancer

(33:37) dYdX Snippet

(37:24) Monad vs MegaETH

(40:56) Does the L1 Premium Still Exist?

(46:08) Scaling the Ethereum L1

(54:45) Ethereum's Culture Shift

(1:08:50) Closing Comments

--

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/0xresearch

--

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.

  continue reading

222 episodes

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