Are Animal Spirits Returning Onchain? | Analyst Round Table
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I think, maybe the other big one is with some excitement back in the markets again. We're seeing meme coins and activity rip again. Solana activity noticeably upticked. Everyone's favorite pygmy hippo token went crazy and spawned a bunch of other zoo animals. You know, animal spirits going crazy, on the timeline and on and on the chain again. Chaos Labs, the leading on chain risk management firm, recently launched its new flagship Oracle product, Edge. Edge delivers integrated high precision risk and price data for any application with the market. Follow and reach out to Chaos Labs on x to lea
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Alright. What's up, guys? Welcome back to another episode of OX Research. Today, I'm joined by Mark and Ryan from the BlockWorks research team. Mark, Ryan, thanks for coming on, guys. What are we looking at today? How do we feel about the markets? Anything exciting going on or categories, tokens that we're that we're looking at?
I mean, I was on last week feeling pretty bullish about the markets. Not much has changed. I mean, Bitcoin is kind of struggling around that 65, 64 k mark, but then I'm looking at, like, inflows for for on ETFs. Past 4 days of Bitcoin has been over a $1,000,000,000, and I think for ETH, past 4 days has been, like, something like a 150,000,000. And without, like, actually running the numbers or looking at data, just off of my head, I think that might be the most 4 day net inflow run Ethereum ETFs are hard while the US Ethereum ETFs are hard. So those are, like, real positive signs, plus stable
Yeah. It seems pretty positive out there, from a price action perspective. I think that the BlockWorks research team has put out some pretty interesting pieces on where we see value in the market. Our the arbitrum piece was was pretty nicely timed. We have a pretty interesting one on Metis that's come out. Previously, we did some interesting work on Metaplex, which has worked out really nicely. So, you know, a lot of the places where we saw value in the market, we're seeing those we're seeing those still compounding in the current environment, which is nice, and we have some interesting recs o
Yeah. Good callouts. I think, maybe the other big one is with some excitement back in the markets again. We're seeing meme coins and activity rip again. Solana activity noticeably upticked. Everyone's favorite pygmy hippo token went crazy and spawned a bunch of other zoo animals. You know, animal spirits going crazy, on the timeline and on and on the chain again. So, that's always interesting to see. I think when we talk about maybe reports as well, a meme coin report, I think, was also quite interesting when you look at the top gainers for the past week. Those those dogs and those frogs are b
Sorry. Did you plan the the animal spirits reference? No.
That that just worked out for me. That
was fantastic. And,
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