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.