In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token airdrops from Wormhole and Ethena, and whether they could provide a major stimulus to ecosystems. Finally, the team scrutinizes the recent Munchables exploit on Blast, the incentive flaws in BitTensor's decentralized AI model, and the AI potential of projects like HiveMapper that utilize reinforcement learning.

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.
- -
Follow Westie:   / westiecapital  
Follow Effort:   / effortcapital  
Follow Sam:   / swmartin19  
Follow Ren:   / purplepill3m  
Follow Blockworks Research:   / 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/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-a...
- -
Timestamps:
0:00 Introduction
1:13 Arbitrum Phase 3 Grant Program
6:08 Partial Set Security & ICS 2.0
16:28 Echo & Seed Round Investing
21:37 Titans Integrated Relay Launch
30:20 MEV Blocker Fee Switch
33:20 Ethena & Wormhole Token Airdrops
41:27 Blast Munchables Exploit
49:42 Bittensor Token Dynamics & Demand
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.