Episode Details

0xResearch Cross-Post: Crypto Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau
7/4/2025
Bell Curve β†—

Key Insights

Bullish:

  • 🟒 $SOL - Solana is attracting most new and innovative projects in the crypto space, positioning it as a leading blockchain for future development.
    • β€œMost net new interesting things are going to Solana, And most of the Hyper Liquid stuff is going pretty, like, mostly doing a thing that exists, but, like, on Hyper Liquid, which is a lot of the same that we've seen for most new chains, because that's the easy thing.” - Jon (50:07)
  • 🟒 $INSTDEFI - πŸ”’
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  • 🟒 $PREDMKT - πŸ”’
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  • 🟒 $HYPERLIQUID - πŸ”’
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  • 🟒 $BASE - πŸ”’
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Bearish:

  • πŸ”» $DEFI - πŸ”’
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