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Raydium vs PumpFun: Who Owns the Users? | Round Table
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Manage episode 476176050 series 3440809
In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market.
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.
--
Resources
PumpSwap Data: https://x.com/blockworksres/status/1905691039912087660
Fluid Dashboard: https://x.com/blockworksres/status/1908165062650675637
PumpFun Dashboard: https://app.blockworksresearch.com/analytics/pumpfun
Bitcoin March 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-march-2025-update
Solana March 2025 Update: https://app.blockworksresearch.com/flashnotes/solana-march-2025-update
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carlos: https://x.com/0xcarlosg
Follow Jacob: https://x.com/0xSharples
Follow Marc: https://x.com/marcarjoon
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/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 the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:34) The Decoupling Narrative
(6:43) Outlook For Crypto Majors
(10:57) Ethereum's Struggles
(15:27) Ledger Ad
(15:43) Solana's REV Share
(21:21) Diving into the PumpFun Data
(30:31) Ledger Ad
(31:04) Who Owns the End User?
(37:34) Incentivizing User Behavior
(47:15) PumpFun vs Raydium: What's Next?
(52:01) New Opportunities Going Forward
--
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/0xresearch
--
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.
217 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 29, 2025 08:26 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 476176050 series 3440809
In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market.
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.
--
Resources
PumpSwap Data: https://x.com/blockworksres/status/1905691039912087660
Fluid Dashboard: https://x.com/blockworksres/status/1908165062650675637
PumpFun Dashboard: https://app.blockworksresearch.com/analytics/pumpfun
Bitcoin March 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-march-2025-update
Solana March 2025 Update: https://app.blockworksresearch.com/flashnotes/solana-march-2025-update
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carlos: https://x.com/0xcarlosg
Follow Jacob: https://x.com/0xSharples
Follow Marc: https://x.com/marcarjoon
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/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 the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:34) The Decoupling Narrative
(6:43) Outlook For Crypto Majors
(10:57) Ethereum's Struggles
(15:27) Ledger Ad
(15:43) Solana's REV Share
(21:21) Diving into the PumpFun Data
(30:31) Ledger Ad
(31:04) Who Owns the End User?
(37:34) Incentivizing User Behavior
(47:15) PumpFun vs Raydium: What's Next?
(52:01) New Opportunities Going Forward
--
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/0xresearch
--
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.
217 episodes
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