The Bull Case For Ethena’s Ecosystem and the Helium Network | Round Table
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Like, for any deep in thing to be successful, like, there fundamentally needs to be, like, a latent resource that people have that, they effectively have a zero opportunity cost, dynamic to contribute that resource to make money. Right? It's like if you live in the middle of New York, you know, you can't build a cell tower there, but you can put up this router and start making money. Like, you you buy this thing and it starts printing for you. Right? Like, why wouldn't you do that? It needs to be easy.
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Hey, guys. Welcome back to another episode of Zero X Research. Today, we are joined by Nick Carpenito, first time on the pod, and Daniel Shapiro. How you guys doing today? Doing
well. Doing well. Yeah.
Everything good to hear. Awesome.
Great to have you both on. I think before we jump into things, as always, we have to give a quick shill and shout out for permissionless. It's coming up June, June '20 fourth through the twenty sixth. As always, use code zero x 10 if you want 10% off tickets. A bunch of the research team, a bunch of the blockworks team is gonna be there. People from around the industry, as always, will be a permissionless. So if you wanna come out, meet some folks, chat it up, see some great, great talks, and hopefully maybe some fun games and side events and other things that we're cooking up, we'll see you o
In terms of couple months, I'd say that's probably where I'm most uncertain. Long term, still feeling very bullish. Short term, I think is in terms of, like, next couple weeks, that's probably where I'm most uncertain. I I still think that there is some, tariff uncertainty out there. I think, the market could be getting a little ahead of itself in terms of, thinking that, like, a deal could come with China. I think tariffs might be stickier than people realize. So, you know, that would have me leaning towards somewhat of a bearish bias, you know, especially considering we have, you know, we've
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