Crypto’s New Era: Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau

0xResearch

In this episode, Jon Charbonneau of DBA joined us at Permissionless to discuss regulatory arbitrage in crypto, challenges around decentralization, and the evolving role of L2s. We also explore opportunities in prediction markets, memecoins, and modular lending. Finally, we touch on investment trends, talent pools, and institutional adoption across ecosystems like Solana, Base, Monad, and Hyperliquid.Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Timestamps:

(0:00) Introduction

(1:48) Regulatory Arbitrage In Crypto

(7:09) Degrees of Decentralization

(12:32) Ads (Katana & Ledger)

(13:09) Switching Costs

(16:02) Who Owns the User?

(19:18) Monad vs MegaETH

(22:50) Crypto's Next Breakout App

(30:09) Ads (Katana & Ledger)

(31:14) Crypto's Talent Pool

(35:09) Navigating the Liquid Markets

(40:53) Marinade Ad

(41:25) Who Benefits From TradFi Entering Crypto?

(47:46) Has Base Been Successful?

(50:22) Where Are New Apps Deploying?

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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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.