Ethereum’s Future, Berachain’s Q5 Launch, and App Revenue | Analyst Round Table
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I think we'll see quite a few people shift away from god. I feel like every cycle we say this, but, like, surely people will now start building apps. Today's
show is powered by scale. We'll hear more about them later, but first, let's dive into today's episode. Hey, guys. Before we get into the episode, I wanna talk about DaaS, Digital Asset Summit twenty twenty five, crypto's premier institutional conference returning to New York City next month. We're expecting this year's DaaS to be the best yet with speakers spanning across major allocators, asset managers, financial institutions, and, of course, crypto native teams. These include familiar names like Michael Saylor of strategy, Cathie Wood of ARK Invest, and Solana's Anatoly Yakovenko, among a
Nothing set on Xerox Research is the 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 company's funds or projects discussed.
What's up, guys? Welcome back to another episode of OX Research. Today, we finally have our boy, Boccaccio, back on the roundtable. Great to have him back. We're I'm also joined by Darren Mims and Mark Arjun from the research and advisory teams. How are you guys doing? Bach, how are you doing? How's it how's it feel to be back in the, roundtable seat? It
feels okay. I'm kidding. It feels great, man. It's fantastic to be able to talk to you guys. I haven't done these in a while, though, so I don't really know how conversations go now. I mainly do the interview style ones. It's a bit it might be a bit awkward, FYI.
That's alright. We can pretend it's like a half interview. Okay. Darren, Mark, and and Bach as well. I guess I'll throw it to all of you. How do we feel about the markets generally right now? It's been maybe a rough couple of weeks. Just a lot of volatility. You know? Think things are I think people are struggling if they're holding a lot of alts right now. What are you guys' thoughts? I'm
down tremendously. Yeah.
Fair. I think I think it's like, on BTC, there's no volatility, and it's, like, very boring between this range of we tag 90 k every once in a while, but it's mostly, like, 95 to one zero six or not one zero six, like, one zero two or something. And it makes people lose their minds, bro. There's also enough like, I was actually talking to our producer, today, and I was like, who the fuck am I gonna have on the show as a guest? And the reality is that it's like because you want stuff that's relevant, but no one's talking about really anything. Like, I can't have on stool presidente. It's like, h
Yeah. It's definitely been a rough few weeks. I mean, Bitcoin is muted relative. But, I mean, like, just a few weeks before that, Solana hit all time highs. President Trump wants a meme coin. It felt like an, you know, new paradigm almost, and maybe that was a signal in of itself. Low key millennium might have actually just done it all way for everybody, but I don't know. It it feels choppy. I'm I'm trying to embrace the choppy trading instead of the momentum now. We'll see how that goes. I I think it's not it's it's also pretty pessimistic on, like, the POOPs exchanges, like, Hyper Liquid, wh
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