Uniswap's Dilemma: Prioritizing Equity Holders or Token Holders? | Analyst Round Table
In this episode Dan, Ren, and Boccaccio dive deep into this week's biggest news. They discuss the launch of spot Bitcoin and Ethereum ETFs in Hong Kong, the upcoming tradability of the Parcel token, and the partnership between Aptos and Ionet. The team also discusses Monad's $225 million raise, Sui's gaming device, and the SEC's Wells notice to Uniswap Labs. To close out they cover the Tensor airdrop woes and the launch of EigenDA.
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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Timestamps:
0:00 Introduction
1:11 Parcel Token Launch
5:14 Aptos & Ionet Partnership
15:37 $225m Monad Raise & SUI Gaming Device
28:05 Binance Lists TAO Spot
31:10 dYdX Segment: Wintermute
36:36 MarginFi's Meltdown
47:25 SEC Uniswap Labs Wells Notice
1:07:14 Tensor Airdrop Woes
1:15:49 EigenDA Live
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
Пікірлер: 4
Great discussion! Totally agree with Dan. I think that it is totally fair that Uniswap Labs is taking revenue from the swaps on the front end. The role of the token should be to decentralize the governance and ownership of the protocol, not necessarily to generate profit for the users. It's not a stock. And even if it were to distribute revenue, it shouldn't happen in the early stage of the protocol imo. Also, I wouldn't even say that the incentives are misaligned. Uniswap built a protocol that anyone can tap into, build their own frontend and so their own business. They took this opportunity themselves, too, and built a Uniswap frontend, wallet, and intents protocol. These parts are centralized and part of a business like any other. This business unit doesn't have to be totally transparent, and the DAO shouldn't really feel entitled to any revenue generated by these projects built on top of the protocol. But that's my view and I totally get that there might be various perspectives. Also, great to see Dan back!
Everyone's great, but I miss Dan; I was scared you'd left Blockworks. Good to see you back, even if just briefly. Great show, as always 👍
No one from uniswap on the pod. just a bunch of speculation? how silly
Dan was spot on about Solana L2 and dapp chain expansion. The concept of established dapps having to share block space will cause friction down the line. Eliminating as much friction as possible to make Solana L2s work together will be key.