Fundamentals

Fundamentals

By Token TerminalTechnology
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Fundamentals episodes

  • Analyzing the evolving blockchain landscape with VanEck – Interview with Matthew Sigel

    Our recent conversation with Matthew Sigel, Head of Digital Assets Research at VanEck, covers the state of Bitcoin ETFs, the growth of the broader Bitcoin ecosystem, understanding value accrual, differences in VanEck’s valuation models for Ethereum and Solana, the pros and cons of onchain data, key line items in blockchain P&Ls, and more.


    VanEck is a global investment management firm with over $100 billion in assets under management as of March this year. VanEck offers a range of investment vehicles, including ETFs, mutual funds, institutional funds, separately managed accounts, and model delivery portfolios. Recognizing the transformative potential of digital assets early on, they have solidified their position as a thought leader in the space.


    Make sure to leave a comment if you have any questions 🙌


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    Timestamps:

    00:00 Introduction

    03:47 Bitcoin ETFs and the current state of institutional interest

    08:59 Growth of the Bitcoin ecosystem

    12:56 Bitcoin L2s

    16:05 How does increased economic activity on Bitcoin affect portfolio construction and value accrual

    22:39 Value creation: Ethereum vs. Solana

    26:58 Will Solana L2s be a thing, or can a monolith scale?

    31:00 Ethereum L2s: is it a winner takes all market?

    34:22 Value accrual on Ethereum

    37:27 Onchain data and accounting

    47:59 Breaking down blockchain P&Ls


    Crypto redefines the way businesses are built and operated.

    Token Terminal gives you the tools to evaluate and track the most promising projects.


    #VanEck #Bitcoin #TokenTerminal

    54 min
  • Bitwise – The world's largest crypto index fund manager | Fundamentals ep. 86

    In this episode of the Fundamentals podcast, we’re joined by Ryan Rasmussen, Senior Crypto Research Analyst at Bitwise – The world's largest crypto index fund manager.

    Make sure to leave a comment if you have any questions 🙌
    12 Real-World Stories of How Millions of People Are Using Crypto Services Today: https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories-2024
    The Year Ahead: 10 Crypto Predictions for 2024: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024
    Bitwise: https://bitwiseinvestments.com/
    Bitwise on X: https://twitter.com/BitwiseInvest
    Ryan on X: https://twitter.com/RasterlyRock
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    Timestamps:
    00:00 Introduction
    00:42 What is Bitwise?
    01:40 Overview of Bitwise’s product suite
    03:12 Which assets does Bitwise consider “investment grade”?
    07:35 The pros and cons of a conservative approach to the market
    09:00 The current state of institutional interest towards crypto
    12:34 How financial advisors operate, and how it affects crypto allocations
    14:01 Explaining the differences between BTC and ETH as investment assets
    19:10 Thoughts on the potential Ethereum ETF
    22:10 How is Bitwise educating investors and advisors in practice?
    27:21 The role of onchain data in education
    30:40 Current crypto use cases that Ryan finds most interesting
    38:25 10 crypto predictions for 2024
    ...
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    #Bitwise #Crypto #Bitcoin #TokenTerminal

    54 min
  • Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis | Webinar

    Tune in as Bloomberg and onchain data provider Token Terminal explore the relatively uncharted territory of onchain data. The team will talk about the sources and interpretation of this emerging form of financial data, it's unique characteristics, and how it fits into investor analysis.

    Participants can expect to depart the 30-minute webinar with a better understanding of how on-chain data can be used to support and enhance their investment analysis.
    Speakers:
    Alex Wenham, Digital Assets Product & Strategy Lead, Bloomberg
    With over 15 years of Financial Markets experience, Alex is the Global Head of Cryptocurrency Product and Digital Asset Lead at Bloomberg. Prior to this appointment Alex has been a Leader within our Sales organisation managing territories within Emerging Markets and the Nordics. Alex started his career at Bloomberg as a FX and FX Derivatives specialist working with our Sellside and Buyside clients across the UK, Middle East and Emerging Markets. Prior to joining Bloomberg, Alex worked as a FX Derivatives structurer helping corporate clients hedge FX Risk. Alex holds a double degree in Science and Commerce from Sydney University and is a FRM charter holder.
    Oskari Tempakka, Head of Growth, Token Terminal
    As Head of Growth at Token Terminal, Oskari oversees driving the platform's user acquisition, engagement, and retention strategies, while educating investors about crypto as an asset class. He is committed to bringing clarity and structure to the fast-paced crypto market, making it easier for investors to filter out the noise. With a background that spans data analytics, finance, and venture capital, Oskari brings a perspective well suited to deciphering the dynamics of the cryptoasset economy. Before joining Token Terminal, he worked with data analytics at Google, in Wealth Management at Nordea Private Banking, and led Wave Ventures, an early-stage venture capital fund.
    View the webinar on Bloomberg: https://www.bloomberg.com/professiona...
    Make sure to leave a comment if you have any questions 🙌
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
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    💬 Join our Discord:
    ►   / discord  
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    ►   / tokenterminal  
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    Timestamps:
    00:00⁠ Intro

    ⁠00:25⁠ How Token Terminal determines what crypto assets to cover

    ⁠05:20⁠ Breaking down crypto as an asset class: Market sectors

    ⁠09:58⁠ Creating financial and alternative metrics for different crypto assets

    ⁠15:40⁠ Not all DAOs are created equal: Understanding value capture

    ⁠18:03⁠ Solana vs. Ethereum: Detailed comparative analysis between projects

    ⁠21:39⁠ Are Crypto and TradFi metrics a like-for-like

    ⁠23:55⁠ How is onchain data being used by investors today?

    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    #Blockchain #Crypto #Bloomberg #TokenTerminal

    32 min
  • LayerZero – Diving into V2 | Fundamentals ep.85

    In this episode of the Fundamentals podcast, we’re joined by Bryan Pellegrino, the Co-Founder and CEO of LayerZero Labs – the team behind the LayerZero – an interoperability protocol that connects blockchains (50+ and counting).In this episode with Bryan, we discuss what LayerZero's core value proposition is, and why interoperability is important for the blockchain industry. We speak about the tech stack, current traction, assess market potential, and speak about value accrual.Finally, we wrap up with current challenges and growth drivers, and what the most exciting upcoming developments for LayerZero are.LayerZero: https://layerzero.network/X (Twitter): https://twitter.com/LayerZero_LabsBryan on X (Twitter): https://twitter.com/PrimordialAA

    Make sure to leave a comment if you have any questions 🙌
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
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    💬 Join our Discord:
    ► https://discord.com/invite/tokenterminal
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    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.substack.com/
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    Timestamps:
    00:00 Introduction
    00:18 Pudgy Penguins
    02:30 What is an omnichain interoperability protocol?
    04:50 Why is interoperability so important for web3?
    08:55 Technically, what is LayerZero?
    15:08 What makes achieving seamless interoperability hard?
    22:15 How can developers integrate with LayerZero?
    23:16 How are projects using LayerZero today?
    26:40 Which ecosystems are seeing the most inter-chain activity?
    28:03 The team at LayerZero Labs
    29:43 LayerZero's economic model
    31:28 Value accrual
    32:31 What are the best metrics to measure and value an interoperability protocol?
    34:25 What is the the TAM for LayerZero?
    36:34 Is interoperability a winner-takes-all market?
    41:14 The LayerZero token: Current status
    43:28 Current growth drivers and challenges
    44:42 A protocol needs to be opinionated
    47:15 What's next for LayerZero?
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    #LayerZero #Interoperability #web3 #TokenTerminal #crypto

    49 min
  • Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | ep.85

    In today’s episode, we’re joined by Arthur Breitman, the Co-Founder of Tezos, a layer 1 blockchain.

    In this episode, we focus on what sets Tezos apart from other blockchains on the market, and how they stack up in terms of performance, network activity, economics, and more. We speak about the network's current use cases, and vision for the future.
    Arthur walks us through the current challenges faced, current focus areas, the state of the blockchain market today, and his vision for Tezos' future.
    Tezos: https://tezos.com/
    Arthur on X: https://twitter.com/ArthurB
    Tezos on X: https://twitter.com/tezos
    Explore Tezos data:
    https://tzkt.io/
    https://tzstats.com/
    Make sure to leave a comment if you have any questions 🙌
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
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    💬 Join our Discord:
    ► discord.gg/tokenterminal
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    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.com/resources
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    Timestamps:
    00:00 Introduction
    00:30 The core problem that Tezos set out to solve
    01:48 What are Tezos’s unique advantages that make it a compelling choice for developers?
    03:25 The technical innovations that enable Tezos to reach 1 million TPS
    05:19 Current technical bottlenecks – building a Data Availability Layer (DAL) for Tezos
    07:00 Difference between Celestia DA and Tezos DAL
    10:03 How the DAL affects user experience
    11:37 Tezos' core strengths in the blockchain market
    13:14 The main challenges facing Tezos today
    15:30 What could be the catalyst for increased traction on Tezos?
    19:00 The top dApps on Tezos today
    21:50 Tradeoffs in blockchain design
    24:07 What tools are available to analyze activity on Tezos?
    25:14 What metrics and KPIs are guiding business development decisions at Tezos?
    27:21 Tezos' economic model
    30:25 Ensuring long-term sustainability
    33:30 Quantifying the effectiveness of a store of value asset
    36:30 The daily active users (DAU) metric
    39:30 Growth plan: Focus areas going forward
    42:02 Technological superiority: Why is it necessary?
    44:22 What does success for Tezos look like?
    …
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice.
    The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.
    None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.
    #Tezos #XTZ #Blockchain #Fundamentals #Crypto #tokenterminal

    47 min
  • zkSync & the layer 2 blockchains market sector – a data-driven analysis | Token Terminal

    In this episode of the Fundamentals podcast, I’m joined by Michael Nadeau, a crypto data and research analyst, and founder of the DeFi report.

    In this episode with Michael, we explore his recent report on zkSync, and dive into the breadth of data available on Token Terminal to assess its position within the market.
    We discuss the impressive growth and user retention rates of zkSync compared to other Layer 2 competitors. We cover fees, revenue, user activity, developers, trending contracts, user retention, and much more.
    As we dive into the data, we touch on trends such as high stablecoin activity, developer activity, the potential impact of impending token airdrops, alternative data availability solutions, and much more!
    Michael's socials:
    Linkedin: https://www.linkedin.com/in/michael-a...
    Twitter: https://twitter.com/JustDeauIt
    The DeFi report: https://thedefireport.io/#newsletter
    Token Terminal: https://tokenterminal.com/terminal
    Make sure to leave a comment if you have any questions 🙌
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
    -----------------------------------------
    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.com/resources
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    Timestamps:
    00:00 Introduction
    02:17 Key findings from the zkSync research report
    06:05 User activity across different blockchains
    09:17 Deep dive into the trending contracts on zkSync
    14:38 Comparing DEX activity across L2s
    17:46 Cohort analysis: User retention across L2s
    20:53 The effect of airdrops on user retention and network growth
    24:44 Bootstrapping growth with native yield: Yield-bearing L2s
    28:47 How Celestia DA affects value accrual across the modular blockchain stack
    31:47 zkSync's financials benchmarked against the market
    …
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax or any other professional advice.
    The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.
    None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.
    #TokenTerminal #Blockchain #zkSync #L2 #Fundamentals

    37 min
  • Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, and more | Fundamentals ep.84

    In today’s episode, we’re joined by Kenny Li, the Co-Founder of Manta Network, the modular ecosystem for ZK applications. Manta offers two networks, Manta Pacific, the first EVM-equivalent ZK-application platform that is scalable and secure through Celestia DA and Polygon zkEVM - and Manta Atlantic which is a ZK L1 chain on Polkadot.

    In this episode, we focus on Manta Pacific and dive into its modular design. Kenny walks us through their use of the OP stack, Celestia, and Polygon’s zkEVM. We speak about the rationale behind this modular design and envision Manta’s role in a crypto-native future. We speak about the recently launched yield-bearing L2, New Paradigm, and learn what yield-bearing L2s are all about. We also touch on the role of the MANTA token within the ecosystem, and discuss Manta’s latest funding round.
    Tune in as we dive deep into the world of modular blockchains.
    Manta Network: https://manta.network/
    Kenny on X: https://twitter.com/superanonymousk
    Manta on X: https://twitter.com/mantanetwork
    New Paradigm: https://newparadigm.manta.network/about
    Manta Pacific on Token Terminal: https://tokenterminal.com/terminal/projects/manta
    Make sure to leave a comment if you have any questions 🙌
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
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    💬 Join our Discord:
    ► https://discord.com/invite/tokenterminal
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    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.com/resources
    -----------------------------------------
    Timestamps:
    00:00 Introduction
    01:57 Overview of Manta Network
    02:23 The core problems that Manta Pacific aims to solve
    05:03 Overview of Manta Pacific’s modular tech stack
    08:00 The benefits of using Celestia for modular DA
    10:52 How does Manta Pacific address the specific needs of ZK applications?
    14:26 Examples of ZK use cases that benefit end users
    17:46 The modular vs. monolithic debate – why is modularity better?
    24:13 Introduction to New Paradigm: a yield-bearing L2
    27:54 “It’s time to ditch other L2s”
    29:38 Crypto as the enabler of a borderless global economy
    34:16 Manta Pacific’s economic model
    37:11 Value accrual
    38:50 The role of the MANTA token
    40:00 Reflecting on Manta’s recent funding round
    44:29 The team behind Manta Network
    45:29 The metrics and KPIs Manta uses to measure success
    47:10 Current challenges
    49:23 Performance review of Manta Pacific’s first three months on mainnet
    52:09 Looking forward: upcoming features and milestones
    …
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice.
    The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.
    None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.
    #MantaNetwork #MantaPacific #Blockchain #Fundamentals #DeFi #Crypto #tokenterminal

    55 min
  • MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83

    In this episode, we’re joined by Martin Leinweber, Digital Asset Strategist at MarketVector, for an insightful discussion on digital asset indexing. MarketVector and Token Terminal have been working together to provide institutions, advisors, and investors with access to investable products that track the breadth of data available in web3 and on blockchains.

    Earlier this month, we announced the launch of the MarketVector Token Terminal Fundamental Index Suite, a novel approach to creating multi-token baskets, and in this episode we dive into all of the details around this.
    MarketVector™ Token Terminal Fundamental Index: https://www.marketvector.com/indexes/digital-assets/marketvector-token-terminal-fundamental
    MarketVector™ Token Terminal Fundamental Cap-Weighted Strategy Index: https://www.marketvector.com/indexes/digital-assets/marketvector-token-terminal-fundamental-cap-weighted-strategy
    Martin breaks down the process of developing index products, what the current state of the market is, and where the need for more multi token baskets stems from.
    We speak about the selection and weighting approach for the Fundamentals index suite, covering their structure, composition, backtesting results, the initial market response, and more.
    Martin also walks us through the impact of real-time onchain on indexing, and sheds some light on the regional differences in the perception of crypto today.
    Tune in for an insightful discussion about the fundamentals of digital asset indexing.
    MarketVector: https://www.marketvector.com/
    Martin on X: https://twitter.com/mleinweber2
    MarkertVector on X: https://twitter.com/MarketVector

    Mastering Crypto Assets: https://www.amazon.com/Mastering-Crypto-Assets-Investing-Ethereum/dp/1394205392

    Make sure to leave a comment if you have any questions 🙌
    -----------------------------------------
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
    -----------------------------------------
    💬 Join our Discord:
    ► https://discord.com/invite/tokenterminal
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    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.com/resources
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    Timestamps:
    00:00 Introduction
    02:44 Overview of MarketVector
    03:39 MarketVector’s journey in the digital asset space
    06:28 The process of developing an index product
    10:35 MarketVector’s current strategy for digital asset indexing
    12:11 The current customer base for digital asset indexes
    15:06 Why a fundamentals based index is important for the space
    17:47 Overview of The MarketVector Token Terminal Index Suite
    21:24 Weighting of the Fundamentals Indexes: fundamentals & market cap
    25:21 Key learnings from backtests
    27:59 Customizing the indexes with Token Terminal’s onchain data
    30:22 The markets response to the Fundamental index suite
    31:47 Regional differences in the perception of crypto
    35:30 The range of opportunities real-time onchain data offers for indexing
    38:35 MarketVectors expectations for the Fundamentals Index Suite
    40:07 The challenges that come with real-time onchain data
    43:03 Primer to Martin’s new book: “Mastering Crypto Assets”
    46:49 Where do we see the digital asset market heading in the next decade
    …
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice.

    Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.

    #MarketVector #Index #Fundamentals #Crypto #TokenTerminal

    52 min
  • Uniswap Foundation – Innovation, developers, v4, decentralization, LPs, & more | Fundamentals ep.82

    In this episode, we're joined by Devin Walsh, Co-Founder of the Uniswap Foundation. We dive into the Uniswap ecosystem, discussing the Foundation’s mission, its short- and long-term goals, and how the Uniswap Foundation is allocating capital via grants.

    We speak about the significance of Uniswap V4, and Hooks, the protocol pushes forward in becoming the liquidity layer of the Internet.
    We address the current state of Uniswap’s decentralization, and explore the composition and recent developments related to Uniswap’s key stakeholders, so developers, LPs, traders, tokenholders, and delegates.
    Finally, we conclude with Devin's insights on Uniswap's responses to regulatory challenges and its vision for the future.
    Tune in for a deep dive into the fundamentals of Uniswap.
    Make sure to leave a comment if you have any questions 🙌
    Devin on X: https://twitter.com/devinawalsh
    Uniswap Foundation: https://www.uniswapfoundation.org/
    Uniswap Foundation on X: https://twitter.com/UniswapFND
    -----------------------------------------
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
    -----------------------------------------
    💬 Join our Discord:
    ► https://discord.com/invite/tokenterminal
    -----------------------------------------
    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.com/resources
    -----------------------------------------
    Timestamps:00:00 Introduction01:34 UF's mission & purpose04:01 The UF’s short- and long-term goals08:42 The UF’s expense structure & where capital is being allocated11:46 Approach to innovation: partnering vs. building in-house vs. funding 15:50 Uniswap’s position within the exchange market20:49 What does a “successful Uniswap” look like?27:47 Addressing critique that alleges "Uniswap has become more centralized”35:48 Who are the LPs on Uniswap?38:35 How is Uniswap working to improve the user experience for LPs?42:20 What portion of LPs are profitable on Uniswap today?45:22 Uniswap’s core focus area for the next 6 months47:44 UNI tokenholders50:31 Biggest risks facing Uniswap today
    Crypto redefines the way businesses are built and operated.
    Token Terminal gives you the tools to evaluate and track the most promising projects.
    The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice.
    The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.
    None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.
    #Uniswap #UniswapFoundation #DEX #Fundamentals #Crypto #TokenTerminal

    55 min
  • How Sui achieves +270k TPS: tech, traction, KPIs, building for mass adoption & more | Fundamentals ep.81

    In this episode, were joined by Adeniyi, the Co-Founder and CPO of Mysten Labs – the team behind the Sui blockchain. We dive into the intricacies of the Sui blockchain and how it is designed to achieve unprecedented levels of scalability and user experience. We explore Sui's unique technical architecture, their focus on user-centered product design, and their vision for the true mass adoption of blockchain technology.

    Adeniyi also highlights some of Sui's key performance indicators, rates their performance since launching on mainnet, details come of Sui’s strategic partnerships, and walks through the opportunities he sees in the gaming, commerce, and finance market sectors.
    We also speak about EVM compatibility, the differences between modular and monolithic blockchains, and what the rationale has been behind Sui’s approach on these fronts.
    Tune is for a great discussion about the fundamentals of Sui, and the broader blockchain market sector.
    Make sure to leave a comment if you have any questions 🙌
    Adeniyi on X: https://twitter.com/EmanAbio
    Sui: https://sui.io/
    Sui on X: https://twitter.com/SuiNetwork
    Mysten Labs: https://mystenlabs.com/
    Mysten Labs on X: https://twitter.com/Mysten_Labs
    -----------------------------------------
    📊 Token Terminal platform:
    ► https://www.tokenterminal.com/
    -----------------------------------------
    💬 Join our Discord:
    ► https://discord.com/invite/tokenterminal
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    📱 Follow us on Twitter:
    ► https://twitter.com/tokenterminal
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    📩 Subscribe to our Newsletter:
    ► https://tokenterminal.com/resources
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    Timestamps:
    00:00 Introduction
    02:00 The core problem that Sui solves
    05:20 The technical innovations that Sui introduced to enable unlimited scalability
    09:27 The state of Sui’s current infrastructure, reaching +270k TPS
    11:02 Simple transactions vs. special transactions
    13:47 What is the tradeoff Sui makes to achieve this level of scalability?
    15:08 Vision for Sui’s future within the blockchain market sector
    19:26 Modular vs. monolithic blockchains – why is Sui a monolith?
    21:18 How important is EVM compatibility, really?
    23:32 What does Sui's current app & developer landscape look like?
    26:04 The core contributors behind the Sui blockchain
    27:47 Sui’s economic model
    31:33 Ensuring economic sustainability
    34:02 Thoughts on value accrual
    36:01 What is the venture case for Sui? How does the platform capture value?
    38:12 What KPIs and metrics are best suited to assess Sui’s performance?
    39:40 Performance review of Sui’s first six months on mainnet
    41:51 Achievements that deserve more attention from the crypto community and media
    44:06 The role of strategic partnerships in boosting growth
    46:27 What are the main challenges for Sui today?
    …
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    #Sui #Blockchain #Fundamentals #Crypto #TokenTerminal

    50 min

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Fundamentals of the internet-native economy.