Is Solana Starting DeFi Summer 2.0? | Analyst Round Table
In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into the latest governance and onchain news. They dive into Rollbit's proposal to switch to a revenue share model for its token holders. They also discuss Lyra V2's imminent launch, Orca and CowSwap's new fee structures, Synthetix's move away from inflation funding, and the debate around what's driving Solana's recent growth surge. They debate whether if Solana is experiencing a DeFi summer reminiscent start. To close out the team covers Aevo protocol's strong revenue growth and upcoming product launches. 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 our opinions, not financial advice. - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Brick: https://twitter.com/0x___Brick Follow Ren: https://twitter.com/purplepill3m 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/ - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:51) Rollbit Revenue Share Model (7:33) Lyra v2, ORCA, and CowSwap Governance Updates (12:46) Arbitrum Research and Dev Collective Prop (15:58) SNX Base Launch, Inflation, & Buybacks (17:24) DAS London Ad (18:20) Jido Airdrop Review (28:04) Solana: Thesis Update (43:29) Aevo Shipping Products & Revenue Growth - - Resources https://www.umbraresearch.xyz/writings/solana-fees-part-1 - - 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.