Hyped for Hyperliquid, Off The Grid, Settlement Is Bad Business | Analyst Round Table

Is "Off The Grid" the breakthrough Web3 gaming needs? We dive into its hyped launch and what it means for crypto adoption. We then dissect HyperLiquid's upcoming token and its potential to reshape the perps landscape. But the real bombshell? Our analysis of L2 economics reveals a startling truth about Ethereum's value capture. We question if Avalanche's adoption-first strategy is brilliant or doomed, and debate whether current blockchain business models are sustainable. Brace yourself for some hard truths about the future of crypto revenue. Enjoy! As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Boccaccio: https://x.com/salveboccaccio Follow Marc: https://twitter.com/marcarjoon Follow Ryan: https://twitter.com/_RyanRConnor Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:19) HyperLiquid Token Launch (17:20) Nillion Snippet (22:56) Off the Grid (35:48) Superchain Business Models (44:03) Are L2s Extensions? -- 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 -- 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, Ryan and our guests may hold positions in the companies, funds, or projects discussed.