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Summary

The podcast episode discusses the recent developments in the crypto industry, with a focus on on-chain data, the growth of Bitcoin ETFs, and the emergence of new projects on the Bitcoin blockchain. The hosts share their experiences from the Denver conference, highlighting the significant interest in the Blast chain launch and its impact on the market. They also delve into the rise of Bitcoin layer two solutions, the dynamics of institutional flows versus meme coins, and the potential future of various crypto projects.

Takeaways

• 🎙️ The podcast episode features a discussion on the crypto industry, onchain data, and recent events in the space.
• 🏛️ The guests disclose that the views expressed in the podcast are independent and do not represent their employers.
• 🤝 The community power of the data house was highlighted during the meetup in Denver.
• 📈 The launch of the blast chain and its impact on the crypto industry was a significant topic of conversation.
• 💡 The blast chain managed to gather an impressive 2.2 billion in TVL despite being a 'fancy multisig'.
• 🔄 The shift of various protocols and projects to the blast ecosystem was noted, with some teams forking themselves or spinning up new entities.
• 🚀 The developer incentive program on blast was discussed, which rewards developers for creating useful contracts without heavy BD processes.
• 📊 The growth of Bitcoin layer two solutions and their TVL was analyzed, with a focus on Merlin and B squ.
• 🌐 The interest in Bitcoin layer twos is primarily based in Asia, with the majority of VCs involved being Asian.
• 🦅 TheOrdinals on the Bitcoin blockchain and their impact on NFT trading volumes were highlighted, showing a significant increase in activity.
• 📈 The Bitcoin ETFs have seen substantial flows, with Fidelity and Black Rock ETFs recently hitting record numbers.

Q & A

What is the main topic of discussion in the podcast?

The main topic of discussion in the podcast is onchain data, charts, crimes, and metrics that move the crypto industry.

Who are the hosts of the podcast?

The hosts of the podcast are Denning, Corgi, Dobby, and Boxer.

Where did the hosts meet recently?

The hosts recently met in Denver.

What was a highlight of the week for Dobby in Denver?

A highlight for Dobby was meeting a bunch of people he works with, either closely or not, and experiencing the data community connection outside of their companies.

What was a low point during the Denver trip for the hosts?

A low point was the difficulty in booking the podcast recording, which resulted in most of the week being empty and not as happy.

What is the significance of the Blast launch in the conversation?

The Blast launch is significant as it represents a major event in the crypto industry, with the company announcing its chain in November 2023 and attracting a large amount of attention and investment.

What did the hosts discuss regarding the Ethereum layer 2 solutions?

The hosts discussed the growth and development of Ethereum layer 2 solutions, such as Optimism and Blast, and their impact on the crypto industry.

What was the main issue with the Denver venue according to the hosts?

The main issue with the Denver venue was the cold and dry weather, which made it uncomfortable for the hosts and caused physical discomfort.

What was the hosts' general consensus on attending conferences?

The hosts agreed that while attending conferences can be time-intensive and temporarily affect work productivity, it is useful in the long term for networking and gaining industry insights.

What was the notable event at the Denver conference involving block builders?

A notable event was a heated panel with block builders on stage, where the moderator asked about the launch of a relay and the presence of a significant portion of Ethereum's block builders.