Collective Shift

Our Senior Research Analyst, Nick, shares the latest notable events related to Bitcoin's Lightning Network, a growing ecosystem that continues to attract experienced entrepreneurs and builders. Projects discussed in this video include Strike, Lightspark, MicroStrategy and Spiral.

Bitcoin's Lightning Network is a network built on top of that is designed for faster payments. Its purpose is similar to that of layer-two solutions built on Ethereum such as Optimism and Arbitrum.

Timestamps:

00:00 Intro

00:20 About the Lightning Network

02:31 Recent Developments

03:10 Lightspark

04:58 Strike

06:10 Spiral

07:05 Lightning Network Capacity

08:10 MicroStrategy

10:30 Why This All Matters

11:45 What Is Money?

12:50 Outro

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I've got one page for for you! It is a comprehensive list of Crypto and Analytic tools! 

This page is always being updated when the team finds a new resource that may benefit you.

Find it HERE

Timestamps:

00:00 Introduction

01:02 ALL Sections

02:05 Section 1 

05:41 Section 2 

08:19 Section 3

10:13 Section 4

11:16 Conclusion

Leon catches up with Taylor Mcnab from the Australian Mining store. They discuss the latest news; Senator Warrens mining warning and Texas capping electricity incentives. They also look at the BTC mining cycle and considerations for miners. 

Key Takeaways 

• Bitcoin hashrate continues to hit all time-highs, despite worsening energy prices
• Some miners are thinking short term but should really be considering the Bitcoin halving in 1 years time
• Glassnode and the Mining Store project an upper price range of $350k for Bitcoin in 2030
• Texas regulators are pushing a bill to cap incentives for Miners. 
• Elizabeth Warren cites a NY times article bashing crypto Mining, Michael Saylor bites back.
• Gary Gensler faces the heat of US senators, stuck between a rock and and a hard place, will he last?

Timestamps:

00:00 Introduction

00:23 March 

01:06 Bitcoin Halving

05:20 Miners

07:02 Price Model

12:23 Crypto Report

17:35 Incentives

21:30 Gary Gensler

Our Head of Research, Matt, explains why he's excited for the launch of EigenLayer, a crypto protocol that is yet to launch on Ethereum mainnet and hasn't announced a native token.

EigenLayer is a protocol pioneering restaking, a mechanism that will let ETH stakers earn additional rewards while taking on additional risk. EigenLayer is expected to launch on Ethereum mainnet later in 2023.

Full post for Collective Shift members: https://collectiveshift.io/airdrop/tokenless-projects-were-watching-why-april-2023/

Timestamps:

00:00 Intro

00:20 EigenLayer & Restaking

01:35 Benefits

06:10 Roadmap

09:25 Getting Involved

11:30 Outro

Our Senior Research Analyst, Nick, explains the recent growth of layer-2 (L2) solutions on the Ethereum blockchain. Examples of L2s are Optimism (OP) and Arbitrum (ARB).

Among other things, Nick talks about the significance of L2 networks increasing their demand for Ethereum blockspace. Continued adoption of L2s is crucial to Ethereum's plan to scale to the masses while keeping transaction fees low.

Full post for Collective Shift members: https://collectiveshift.io/ethereum/a-glimpse-into-the-future-of-ethereum/

L2BEAT video: https://youtu.be/I1CNDzCUqOs

Timestamps:

00:00 Intro

00:25 Ethereum L2s

01:35 Demand For Blockspace

02:30 L2s Consuming More Blockspace

05:50 Future of Interacting With Ethereum

08:00 L2BEAT

09:45 Other L2s: StarkNet, zkSync Era, Polygon zkEVM, Base & Linea

11:05 Outro

The team discuss the Ethereum withdrawals and it's impact on the Market, Further, they dissect the new a16z crypto report, of which gaming is a major takeaway. 

1. U.S. inflation at 5% and continues to decline. Still very high.
2. Ethereum withdrawals are live. We predicted a positive/non-event, it was positive.
3. a16z released a crypto report. Gaming has x23 times more transactions than DeFi. 
4. U.S. legislators drafting new stablecoin bill. An attempt to ban non-fiat backed stablecoins.
5. Apple approves Uniswap's wallet app and Solana's Saga phone to start selling on May 8. 

Timestamps: 

00:00 Welcome

00:27 Markets

04:42 Ethereum

11:11 a16z Crypto Report

14:57 Uniswap Wallet

16:52 Solana's Saga Phone

19:33 Regulation

23:16 Stablecoins

27:40 Scaling

Join us as we reveal the top 5 key indicators for predicting the next big move in crypto! From gaming to developer activity, scaling blockchains to brand adoption of NFTs, we'll uncover where we are in the crypto cycle.

The Ethereum staking landscape has changed. Liquid staking derivatives (LSD) are the hot new thing. LSDs allow you to cover your ETH into a derivative of ETH, while still allowing you to earn rewards. Of course there are risks and there are rewards! 

In this episode, I cover what LSDs are, why you want to do it, the top 3 protocols (Lido, Coinbase and Rocket Pool) and, of course, the risks.

Bitcoin has had a monster 3 months, rallying 90% in 3 months. Whilst most people were bearish last year, we've seen the fundamentals had been really strong although the mainstream were saying otherwise. There are a lot of bullish factors playing into the market now with some tailwinds that should see us push to good prices coming into the halving. I take you through the ins and outs of what's going on and what to prepare for in April.

Our Head of Research, Matt, share the trends he expects to dominate the crypto market in the second quarter of 2023.

Major themes to watch include Ethereum staking, liquid staking (e.g. Lido, Rocket Pool), other smart-contract blockchains (e.g. Solana, Avalanche), layer-2 solutions (e.g. Arbitrum, Optimism, zkSync) and regulations.

Timestamps:

00:00 Intro

00:40 ETH Withdrawals

02:25 Liquid Staking

03:10 Lido V2

03:37 Rocket Pool Atlas Release

04:42 StakeWise V3

06:10 Solana & Avalanche

09:40 Layer 2

15:00 Binance Allegations

17:11 Outro