PREMIUM - Preston Van Loon, Uma Roy, DeFi Dave | David's Personal Research

Bullish:

• $ZK - ZK-rollups are becoming a top priority for Ethereum scaling, with Vitalik emphasizing their importance and significant market demand emerging for ZK proving services

  • “Vitalik I don't know if you saw the Vitalik tweet where he was like, guys, ZK needs to be a top priority even above stage two.”

    Uma·2:29

  • “If you multiply out those numbers, like 4,000 TPS, 1 tenth of a cent per transaction times, you know, twenty four hours in a day, three sixty five days in a year, that ends up being like a $100,000,000 of proving demand.”

    Uma·5:54
• $ETH - Ethereum's technical roadmap shows potential for significant improvements in transaction speed, with developers working toward reducing slot times to as low as one second

  • “I think it would be reasonable to try to get down to one second.”

    Preston·11:14
• $STAKING - Restaking protocols are emerging as a way to shift risk from users to restakers, who get rewarded for taking on this risk on behalf of users

  • “Instead of the user holding the bag, which we've seen all too often, it's the restaker taking the risk and getting rewarded for it on behalf of the user.”

    DeFi Dave·18:50