Why $TON Is Overpriced & Memes Are Here To Stay I Ryan Connor, Blockworks Research

https://is1-ssl.mzstatic.com/image/thumb/Podcasts126/v4/1d/74/ba/1d74ba72-a44c-d6dd-b409-fa1fa28fdf0e/mza_8491568257184252455.jpeg/600x600bb.jpg

Unlayered

Sal Qadir and Dave Apsimon

73 episodes

1 day ago

Think beyond Ethereum and dive deep into the world of next generation blockchains. Join us as we engage with founders, engineers, researchers, investors, and critics of high-throughput, low-fee, parallelized blockchains like Solana, Monad, Sei, and more. Unlayered is for crypto natives eager to stay updated with the latest developments, complementing shows that focus primarily on Ethereum and its layered scaling approach.

Technology

RSS

All content for Unlayered is the property of Sal Qadir and Dave Apsimon and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Technology

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/39002085/64fb3027fbdc3274.jpeg

Why $TON Is Overpriced & Memes Are Here To Stay I Ryan Connor, Blockworks Research

Unlayered

1 hour 17 minutes 57 seconds

1 year ago

Why $TON Is Overpriced & Memes Are Here To Stay I Ryan Connor, Blockworks Research

This week, Sal and Dave asr joined by Ryan Connor of Blockworks Research to discuss his recent controversial report on the soaring $Ton ecosystem, highlighting the bear case and why Ryan believes $Ton is currently overvalued. We also leverage Ryan's former career as a macro expert to discuss the state of the market, moneyness claims around Bitcoin and Eth, before getting into the memecoin mania and why Ryan doesn't believe it will ever go away. - - Time Stamps (0:00) - State Of The Market (3:09) - Death Of Altcoins? (10:14) - Ton’s Bear Case (19:39) - Ton’s Metoeric Adoption Rates (23:15) - Does Tap-To-Earn Have Any Future? (24:56) - The Difficulty With Sybilling Telegram MiniApps (26:43) - Trying To Fair Value Ton (29:44) - Telegram’s Attempt At Becoming A Super App (32:06) - Why Researchers Don’t Publish Many Bear Cases (33:53) - Ton’s Other Unique Offerings (39:19) - Issues With L2 Value Accrual (45:25) - Pushing Back Against Eth’s Moneyness Claims (55:25) - Reasons For US Dollar Strength Since Credit Crisis (57:55) - What Everyone Misses About Memecoins (1:06:53) - Memecoins To Create Decentralized Trending Lists (1:09:18) - Pump Fun As The TikTok For Memecoins (1:11:13) - Pump Fun vs Other SocialFi Apps (1:15:50) - Advice To Becoming A Crypto Analyst - - Episode Resources Follow Ryan : https://Twitter.com/_RyanConnor SOLETH relative value trade : https://x.com/_ryanrconnor/status/1807878422950998476 Blockwork's TON Research Summary : https://x.com/blockworksres/status/1806380764369670367 - - Podcast Resources Follow Sal: https://twitter.com/salxyz Follow Dave: https://twitter.com/SolBeachBum Follow Zen : https://twitter.com/ZenLlama Follow Unlayered: https://twitter.com/UnlayeredPod Subscribe on Spotify, Apple, or Google: https://unlayered.io/ Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod