Navigating DeFi in 2024 | Matt & Aryan

0xResearch

In this special analyst round table episode, Aryan and Matt of CMT Digital dive deep into DeFi in 2024. Topics discussed include the emergence of restaking protocols, the challenges of toxic order flow, and the shifting dynamics of crypto valuations and incentives. The conversation also explores the potential of intent-based execution, the economic security of EigenLayer, and the challenges of balancing low float with high FDV. 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.

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Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

Claim your unique Wormhole NFT at

https://forms.clickup.com/45049775/f/1aytxf-16571/7XLRRC4YQAMEFKRLDX

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Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

Start trading today at: https://www.pear.garden/

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Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.

Start building today at https://www.avax.network/

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Timestamps:

(0:00) Introduction of CMT Digital

(5:04) App Landscape Retrospect

(10:11) Future of Cashflow Projects

(15:53) Tokenized Equities

(20:35) Intent Market Structure

(24:08) Wormhole Ad

(24:46) Pear Ad

(25:11) Avalanche Ad

(25:53) Restaking & Economic Security

(36:37) NEAR Thesis

(43:12) Arweave & AO Thesis

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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, Ryan and our guests may hold positions in the companies, funds, or projects discussed.