0xResearch (Blockworks)

In this week's analyst round table the crew dives into the latest market happenings, discussing Eclipse's $50 million raise, MakerDAO's adjustment of the DSR to 15%, Michael Saylor's massive 12,000 BTC purchase, and the odds of an ETH ETF approval. The group then explores the implications of Jito Labs suspending their alternate mempool offering and the dynamics of MEV on Solana. Finally, they discuss the controversy surrounding Unibot's Solana deployment and the future of Telegram trading bots this cycle. Stay tuned for all of this and much more! 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: https://twitter.com/westiecapital Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Timestamps: (0:00) Introduction (1:44) Eclipse SVM $50m Raise (6:48) Wormhole Airdrop Sentiment (12:12) Eth ETF Odds (15:03) dYdX Segment: Grants SubDAO (21:08) MakerDAO Adjusts DSR to 15% (33:13) DAS London Ad (34:20) Michael Saylor 12,000 BTC Buy (41:28) Jito Labs Ends Mempool Functionality (52:19) UniBot Terminates Sol Deployment - - 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.

In today's interview, Orkun, the Co-founder of Citrea, dives deep into the world of Bitcoin L2s and Citrea. He explains the differences between L2s, sidechains, and sovereign rollups, and discusses the trust assumptions and bridging mechanisms in the Bitcoin ecosystem. Orkun also shares insights on the design tradeoffs in the Bitcoin L2 space, the Citra VM, proof generation, and the bottlenecks and challenges faced by Bitcoin L2s. The conversation touches on the potential for Bitcoin to enable a real economy and the role of Citrea in empowering Bitcoin finance. - - Follow Orkun: https://twitter.com/0x_orkun Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch4-4991 - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Timestamps: (0:00) Bitcoin L2 Overview (7:55) Trustless VS Trust Minimized (12:01) Wormhole Ad (12:40) Pear Ad (13:05) Citrea Bridging (17:54) Design Tradeoffs in Bitcoin L2 Space (23:37) Block Production & Centralization Risk (34:40) L2 Execution Fee & DA Economics (38:56) Proof Generation (43:07) Static UTXO Sizes (46:42) ZK Architecture & Bottlenecks - - 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. Ren, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In today's episode we dive deep into the unforeseen challenges that have emerged in the multichain landscape. Joined by the founders of Initia, Stan and Zon, we explore the complexities of crosschain interactions, liquidity fragmentation, and user experience hurdles that have hindered the promise of a truly interconnected blockchain ecosystem. The conversation then shifts to innovative solutions, like the interwoven rollups, their Vested Interest Program (VIP), and enshrined liquidity. Our guests also share valuable insights from their recent testnet experience, offering a glimpse into the future of modular blockchain architecture and how it aims to address the shortcomings of current multichain systems. Thanks for tuning in! - - Follow Zon: https://x.com/itsalwayszonny Follow Stan: https://x.com/sinitias Follow Nikhil: https://x.com/0xnikhilchat Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders. Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects! Join the aggregated future today by applying at https://polygon.technology/grants - - Timestamps: (0:00) Introduction (2:41) What's Wrong with Crosschain (6:09) Interwoven Rollups (13:19) High Throughput Demand (13:57) Scaling to Thousands of Chains (23:31) Standout Initia Use cases (29:40) Permissonless III Ad (30:54) Polygon Ad (31:45) Hub Vision Tradeoffs (45:06) DA Layer Support (47:56) Enshrined Liquidity & InitiaDEX (58:41) Lessons Learned from Testnet (1:05:12) Betting on Modularity - - 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.

In this episode, the analysts take a deep dive into Fantasy Top and FriendTech. They explore Fantasy Top's unique approach to speculating on crypto influencers' social media engagement and discuss the implications of separating the influencer from the token. The conversation then shifts to FriendTech's bumpy token launch and the challenges faced during the distribution process. The analysts also touch on the utility of FriendTech's token and whether it represents true value or pure speculation. To close out they touch on Layer Zero's novel approach to countering Sybil attacks, and the implications of BlackRock's BUIDL overtaking Franklin Templeton in tokenized treasuries. Enjoy! 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. - - Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs - - Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Marc: https://twitter.com/marcarjoon Follow Ryan: https://twitter.com/_RyanRConnor Follow Magic: https://twitter.com/magicdhz Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) FriendTech Token Launch (20:39) Fantasy.Top Infleuncer Cards (26:30) Blast Chain Approach (29:24) SUI Token Unlocks (42:17) LayerZero Counter Sybil (54:14) LayerZero Segment: Gas.Zip (59:02) BlackRock BUIDL Overtakes Frankling Templeton (1:12:25) Coinbase Earnings Reflection - - 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.

In this week's episode of 0xResearch, we bring on Zaki Manian and Sun Raghupathi to discuss how Sommelier democratizes active portfolio management. We start with the underlying mechanics of Sommelier, including why they launched on Cosmos and Sommelier's multichain strategy. We then discuss Sommelier's staking mechanics, how to incentive strategists, bridge risks, why it's hard to build for Cosmos DeFi and more! - - Timestamps: (00:00) Introduction (01:04) Hot Seat/Cool Throne (14:46) “Chainalysis Ad” (15:26) Osmosis Liquidity Pool Flows by Flipside Insights (18:57) Interview Start: Sommelier (25:20) Bridge Risks and Security (27:34) Sommelier’s Investment Strategies (41:30) “Chainalysis Ad” (42:13) Why It's Hard to Build for Cosmos DeFi (46:35) Staking Reward Mechanics (51:40) How to Launch Sommelier Vaults (53:15) POV as a Sommelier Strategist (1:00:52) Insurance Experiments & Decentralization (1:04:00) The DAO Treasury Opportunity (1:05:37) Real USD Yield Strategy & Backtesting - - Follow Zaki: https://twitter.com/zmanian Follow Sun: https://twitter.com/callmesunn Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: David's Cosmos DeFi Summer Twitter Thread https://twitter.com/EffortCapital/status/1613197333164093442 Sommelier https://www.sommelier.finance/ -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - 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.

In today's interview Sam and Ren are joined by Antonio Juliano, the founder of dYdX. They kick-off by discussing the migration from V3 to V4, the platform's focus on permissionless market listings, and the importance of isolated margin. He shares insights on the competitive landscape of decentralized derivatives exchanges, the challenges and solutions related to MEV, and the role of USDC issued by Noble in dYdX's growth. Antonio also touches on the platform's validator set distribution, the potential of yield-bearing collateral, and the dominance of perpetual contracts in the crypto derivatives market. - - Follow Antonio: https://twitter.com/AntonioMJuliano Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 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. Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps: (0:00) Introduction (1:36) V3 Migration Reflection (13:11) Competing with Perp DEXs (24:42) DAS London Ad (25:49) MEV Mitigation Strategy (30:59) Token Revenue Shares (34:32) Validator Set Distribution (38:00) Yield Bearing Collateral (43:14) 10 Year Roadmap - - 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.

In today's interview we are joined by Julian, the co-founder of Aevo, formally known as Ribbon Finance. Today's conversation details the evolution of Ribbon into AEVO, an L2 derivatives exchange built using Optimism's OP stack for faster and cheaper trading. We learn about AEVO’s origins providing structured products to DeFi users and the decision to pivot to an L2 system to capture rising institutional interest in crypto options. They also touch on pre-launch futures markets as an effective user acquisition strategy. They close out on AEVO's plan to expand into an interoperable cross-chain ecosystem. Stay tuned for all of this and much more! 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 Julian: https://twitter.com/juliankoh Follow Ren: https://twitter.com/purplepill3m Follow Brick: https://twitter.com/0x___Brick Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:35) Ribbon History & AEVO Rebrand (12:34) Growth of Crypto Options (19:28) Competitive Moat (26:55) DAS London Ad (28:01) Free Launch Futures (36:10) User Acquisition Strategy (46:28) AEVO Token Rebrand (52:04) Rollup Interoperability (56:04) Liquidation Engine in High Volatility - - 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.

In this episode the analysts kick things off by examining the Runes phenomenon on Bitcoin, debating whether it represents real innovation or just another trend. The conversation then shifts to the DePIN space, with a focus on Ionet's partnership to onboard 3000 high-performance GPUs. The hosts then turn their attention to Avalanche's rapid progress, including the Vryx breakthrough enabling 100K TPS. Stick around for all of this and much more! 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 Boccaccio: https://twitter.com/tripleboccaccio Follow Dan: https://twitter.com/smyyguy Follow Ryan: https://twitter.com/_RyanRConnor Follow EffortCapital: https://twitter.com/EffortCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) Introduction (1:12) Inside Runes Hype (13:42) Ionet and Aether Partnership (23:59) Scroll Sessions & L2 Incentives (30:48) Layer Zero Segment: Tapioca DAO (36:27) ZKasino Rug (43:34) Wayfinder AI Agents (59:18) Bull & Bear Case of Onchain AI (1:01:31) Avalanche VRYX Parallel TX Pathing - - 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.

In this week's interview Sam and Ren are joined by Mysten Labs co-founders Evan Cheng and Adeniyi Abiodun to dive into what makes Sui the Asset-centric blockchain. Sui delivers the benefits of Web3 with the ease of Web2, offering an asset-centric approach, offline transactions, and unparalleled performance. They dig into Sui's integration of Move programming, Sui's architectural differences from existing blockchains, and the potential applications of a truly scalable, user-friendly blockchain. - - Follow Evan: https://twitter.com/EvanWeb3 Follow Adeniyi: https://twitter.com/EmanAbio Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Resources https://sui.io/ - - Timestamps (0:00) Introduction (1:18) Can a Single Chain Scale? (4:36) Sui's L1 Differentiation Factor (15:25) Consensus Protocols (21:37) Value of Decentralization (30:00) DAS London Ad (31:07) Atomic Bundles and MEV (33:58) Fee Market Design (40:28) Sui's Consumer Adoption (45:17) SUI Token Design (51:52) dApps Only Possible on Sui - - 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.

This week Dan and Sam are interviewing Akash Network CEO and Founder Greg Osuri to dive into how Akash is building an open, decentralized marketplace for cloud compute resources to serve web3 developers. They discuss the high utilization and demand on Akash, innovations like training AI models on the blockchain, and why the future of cloud computing infrastructure needs to be permissionless and decentralized. Greg provides an inside look at the mission behind Akash, the economics of their cloud marketplace, how it compares to centralized providers, and his vision for the protocol going forward. Thanks for watching! - - Follow Greg: https://twitter.com/gregosuri Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - 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 0X20 to get 20% 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:42) Importance of Cloud Computing (5:39) Economics of Akash (13:13) Harnessing Global Compute Power (19:56) Hexens Ad (20:43) Mainnet 6 Upgrades (27:47) Demand Side for Akash (37:12) DAS London Ad (37:58) Moving Away from Ethereum (47:06) Leveraging Token Economies - - Resources Akash Docs https://docs.akash.network/ Mainnet 6 Upgrades https://x.com/akashnet_/status/1701284031784947767 - - 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.

In this week's analyst table, Dan and Sam are joined by Blockworks Research Analysts Ren and Pibblez to discuss Bitcoin's recent dominance and price gains, upcoming Polkadot token unlocks, Scroll's mainnet launch, and Circle's Gas Station product launch. They also cover governance changes like Atom's inflation rate proposal, Polygon's migration to POL, and debates around Uniswap's controversial interface fee. The group also analyzes Celestia's token airdrop, the L1 vs L2 landscape, and the need for real-world crypto adoption beyond speculation. 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 our opinions, not financial advice. - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Pibblez: https://twitter.com/0xpibblez Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch - - Timestamps (0:00) Introduction (2:23) Biggest Mover: Bitcoin Dominance (9:25) Metamask Ad (10:08) Atom Tokenomic Discussions (11:33) Ekubo DAO Collects UNI Token (16:22) Aave GHO Borrow Rate Increase (22:52) sFrax TVL at $40M (24:01) Polygon Migrates from Matic to POL (32:41) Hexens Ad (33:29) Polkadot DOT Unlock (40:21) Scroll Mainnet Launch Review (46:54) Celestia Airdrop Claims Disaster (52:56) Circle Gas Station Launch (57:02) Uniswap Interface Fee - - Resources Blockworks Research Polygon Research https://x.com/blockworksres/status/1557364509110517761 Blackrock ETF Amendment https://x.com/SGJohnsson/status/1716477694261485980 Bitwise Crypto Real-world use case paper https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories - - 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.

In this episode, Blockworks Research analysts discuss the surge in Polymarket activity, and speculate on how good its product market fit really is. Additionally, they dive into the Ethereum ETF launch, the implications of TradFi adoption in crypto, and the effects it will have going forward. Finally, they talk about the growing Base ecosystem, and Aerodrome’s place within it. 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 Aerodrome Thread: https://x.com/blockworksres/status/1811427222760329360 Aerodrome: The Liquidity Hub of Base: https://app.blockworksresearch.com/unlocked/aerodrome-the-liquidity-hub-of-base The MetaDEX: Aerodrome & Velodrome Explained: https://apple.co/3XxKyiV Inside Pancakeswap’s Multi-chain Expansion Strategy: https://apple.co/3SmRQ5Y -- Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs -- Follow Daniel: https://x.com/_dshap Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:28) Polymarket Activity (13:25) The Ethereum ETF Launch (28:06) LayerZero Ad: Pancakeswap (34:23) Will TradFi Adoption Compress Crypto Volatility? (47:18) Aerodrome & Base Adoption -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's episode of 0xResearch, we bring on Zaki Manian, Youssef Amrani and Rowland Graus to discuss how Inter Protocol is building Cosmos' first [sustainable] decentralized stablecoin. We explore Inter Protocol's roadmap, IST's peg stability mechanics, how liquidation auctions work, IST's multichain strategy and more! Cosmos now has swaps (Osmosis), lending (Mars) and a native stablecoin (IST). Is Cosmos summer on the horizon? Tune in to find out. - - Timestamps: (00:00) Introduction (00:57) Hot Seat/Cool Throne (23:25) Solana’s Evolution by Flipside (26:31) “Chainalysis Ad” (27:31) Interview Start: Inter Protocol (IST) (36:19) Native USDC vs Bridged USDC (39:25) Minting IST and Build Boost (41:23) “Chainalysis Ad” (42:05) Minting IST and Build Boost (46:54) The Liquidation Process (53:16) Role of the Econ Committee (1:02:25) Encouraging Integrations Across Cosmos (1:04:15) Oracles, New Collateral Types and Liquidity - - Follow Zaki: https://twitter.com/zmanian Follow Youssef: https://twitter.com/youssef_amrani Follow Rowland: https://twitter.com/rowlandgraus Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Jon Charbonneau's Ethereum model https://twitter.com/jon_charb/status/1619705380875169794 Inter Protocol https://inter.trade/ Inter Protocol's Twitter https://twitter.com/inter_protocol Agoric https://agoric.com/ Agoric's Twitter https://twitter.com/agoric -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - 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.

In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his thoughts on the future of Cosmos. 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. -- Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders. Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects! Join the aggregated future today by applying at https://polygon.technology/grants -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Jehan: https://x.com/JTremback Follow Informal Systems: https://x.com/informalinc Follow Boccaccio: https://x.com/tripleboccaccio Follow EffortCapital: https://x.com/EffortCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:11) Overview of Cosmos (8:13) Rollups vs Appchains (17:16) What Does ICSv2 Improve? (31:52) Permissonless Ad (33:06) Polygon Ad (33:57) Avalanche Ad (34:39) The Cosmos Hub Pitch (40:20) Babylon Integration (42:37) ATOM Value Accrual (48:18) The Cosmos Hub End Game -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Founder Sreeram Kannan unpacks the present and future of EigenLayer. He dives into novel concepts like intersubjectivity, attributable security, and forkable tokens that underpin Eigenlayer's unique approach to enabling trust and security for decentralized protocols. Sreeram explains the EigenLayer economy of stakers, operators and actively validated services (AVSs), the market structure considerations for AVSs, and the key differences between Eigen staking and ETH staking. He also previews upcoming developments on Eigenlayer's roadmap such as payments and slashing. Enjoy! - - Follow Sreeram: https://x.com/sreeramkannan Follow EffortCapital: https://x.com/EffortCapital Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Westie: https://twitter.com/WestieCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://forms.clickup.com/45049775/f/1aytxf-16551/QZ3GT4GL9QGSUSUNRG - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ - - Timestamps: (0:00) Introduction (2:42) EigenLayer AVS, Mainnet, & Token Launch (9:11) Intersubjectivity Token Design (16:02) Wormhole Ad (16:40) Pear Ad (17:05) Avalanche Ad (17:47) Slashing Mechanism (35:59) Eigen Social Consensus Overload (43:17) AVS Market Structure (52:49) Security Mining (58:29) Validator Bonds (1:03:10) 3rd Token System (1:14:59) Eigen Roadmap - - 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.

In this week's analyst round table, we dive into the latest market happenings, including Polygon's recent downtime due to L1 reorgs, the increasing trend of protocols offering larger second-round airdrops to retain users, and the potential staying power of meme coins. The discussion also covers the current state of private market valuations, the challenges faced by debt markets in crypto, and the regulatory landscape surrounding tokenized equities. Looking to the future, the analysts explore the potential impact of AI agents in blockchain gaming and the scalability challenges faced by Ethereum layer 2 solutions like Base. 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 our opinions, not financial advice. - - Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Brick: https://twitter.com/0x___Brick Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) Introduction (1:33) How do Ecosystems Retain Users? (5:04) Frax Fee Switch Proposal & LRT Wars (14:20) dYdX Segment: Squid (21:11) DAS Roundup (36:45) Memecoin Froth & Macro Rate Cuts (43:58) Ondo Finance Tokenizes Stocks & Equities (52:31) AI Agents & Blockchain Games (59:54) Base Fee Spikes - - 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.

In this episode, we’re joined by the one and only Josh Litchman to discuss the power of front-end moats, building effective feedback loops, and the evolving landscape of crypto gaming. The conversation dives into how opinionated front ends shape user behavior, why order flow is the ultimate asset, and how games like Pixels leverage behavioral economics. We also explore the shift from traditional front ends to trading bots, the challenges of designing sustainable in-game economies, and the growing role of liquid funds in crypto markets. 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. -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Josh: https://x.com/joshlitchman Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:39) Sui's World Liberty Finance Announcement (7:24) Defensive vs Growth Tokens (16:32) Can Front Ends be a Moat? (28:13) The Shift to Trading Bots (42:53) dYdX Snippet (45:29) Crypto Gaming Today (55:13) How Can Onchain Games Capture Users? -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In today's episode Dan and Sam are joined by Elipsis Labs Co-Founder Eugene. Today they dive into the DEX & AMM innovation in DeFi & Phoenix's unique approach in the Solana Ecosystem. They also discuss the MEV differences in Solana & Ethereum and bringing price discovery on-chain. As usual the team is also joined by two blockworks research analysts, Westie & Ren. Today they cover the Curve exploit, Base chain meme coin season, MakerDAO DAI savings rate, Lido dual governance token, and much more! - - Follow Eugene: https://twitter.com/0xShitTrader Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Westie: https://twitter.com/WestieCapital Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Use code 0X30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Introduction (00:49) Curve Exploit (18:36) MakerDAO DAI Savings Rate (24:02) Lido Dual Token Governance (28:34) Coinbase Base L2 Meme Coin Season (34:35) “Atom Accelerator Ad” (35:46) Interview Start: Eugene (35:55) Phoenix DEX Overview (43:50) CLOB vs AMM (48:21) Solana MEV (57:34) On-chain Price Discovery (1:11:16) MEV Umbra Research (1:15:40) Firedancer Impact on Phoenix (1:19:23) RWA Use Case (1:21:58) View on Decentralized Stable Coins  - - Resources Umbra research on MEV https://twitter.com/UmbraResearch https://www.umbraresearch.xyz/writings/mev-on-solana Elipsis Labs https://ellipsislabs.xyz/ Phoenix DEX https://twitter.com/ellipsis_labs/status/1630695716048760832 - - 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.

In this episode, our Blockworks Research analysts discuss the recent ByBit hack, Kaito’s airdrop, and the sustainability of airdrops. They also dive into the various token deployment methods, and DeFi UX today. Finally, they shout out the mad man trying to CTO Aptos. 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. -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow David: https://x.com/EffortCapital Follow Dan: https://x.com/smyyguy Follow Westie: https://x.com/WestieCapital 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:31) Thoughts on the ByBit Hack (18:03) Did Kaito Airdrop Too Much? (31:36) Airdrop Sustainability (37:16) Crypto Tax Calculator Ad (37:48) Regulatory Catalysts & Token Deployment Methods (56:48) DeFi UX Today (1:03:09) The Guy Trying to CTO Aptos -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's analyst round table, the team discusses the latest news and governance updates in the crypto space, including Zerion Wallet launching an L2, Starbucks shuttering their NFT Odyssey platform, and Polyhedra closing a $20 million fund. They also dive into the dYdX segment with Skip Protocol, the launch of Swell's restaked rollup, and the completion of Shuffle's LBP. The conversation then turns to the legitimacy of memecoins, with the team exploring the increasing market activity around these assets and the potential implications for the broader crypto industry. 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 Ryan: https://twitter.com/_RyanRConnor Follow Pibblez: https://twitter.com/0xpibblez Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (0:00) Introduction (1:07) Zerion Wallet L2 & Starbucks NFT Sunsets (5:35) Polyhedra Closes $20m Fund (10:47) dYdX Segment: Skip Protocol (15:53) EtherFi $35m Raise & Gov Token Launch (20:26) Swell Launches Restaked Rollup (27:15) Shuffle Completes LBP (37:40) Legitimacy of Memecoins - - 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.

In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research. 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 Udi’s Take on the SBR: https://x.com/udiWertheimer/status/1896349477650530344 Grass Episode: https://youtu.be/W7YJ8e2yZ58?feature=shared -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow zkMike: https://x.com/_zkmike Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:29) Market Thoughts & the Strategic Reserve (14:11) Crypto is Maturing (27:07) dYdX Snippet (29:52) Building Research Processes With AI (38:56) The Grass Thesis (53:50) ETHDenver Sentiment -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's analyst round table, Dan is joined by Matt, Ren, and Brick of the Blockworks Research team to dive into the latest developments in DeFi and Crypto. They start of by discussing Avalanche Foundation's controversial support for memecoins, Dymension's airdrop and unique tokenomics, and Celestia's continued adoption. They also unpack MakerDAO's narrative return and recent strong revenue and token price performance. To close out the team discuss the lack of quality user based metrics for chains, Bonkbot's unexpected revenue generation, and the impending spot Bitcoin ETF approval. Hope you enjoy! 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 Dan: https://twitter.com/smyyguy Follow Ren: https://twitter.com/purplepill3m Follow Brick: https://twitter.com/0x___Brick Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Resources https://app.blockworksresearch.com/analytics - - Timestamps (0:00) Introduction (1:14) Avalanche Foundation Buying Memecoins (10:01) Dymension Airdrop (18:03) DAS London AD (18:58) Celestia Adoption (25:31) Maker Narrative Return (40:53) Active Addresses Metrics (48:02) BonkBot Performance (58:24) Spot Bitcoin ETF - - 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.

In this week's episode of 0xResearch, Matt Hougan and Ryan Rasmussen join us to discuss Bitwise's crypto thesis. We explore the expected fallout from FTX, Coinbase's massive market opportunity, Bitwise's investment products, crypto's next big unlock and more! Matt and Ryan share insight after insight in this brilliant episode that will leave you feeling psyched about the future of crypto. - - Timestamps: (00:00) Introduction (01:05) Hot Seat/Cool Throne (13:53) Across Airdrop, Flipside Insights & Chainalysis (19:53) Expected Industry & Regulatory Fallout From FTX (34:40) Coinbase’s Massive Opportunity (38:13) “Chainalysis Ad” (38:55) Coinbase’s Massive Opportunity (42:31) Bitwise's Crypto Funds (47:49) How Has Client Interest Changed? (52:34) Custody, Governance and Fund Allocation (56:37) A Multichain vs Cross-Chain Future (01:01:24) Crypto’s Next Big Unlock (01:06:54) Should Tokens Generate Cash Flows? - - Follow Matt: https://twitter.com/Matt_Hougan Follow Ryan: https://mobile.twitter.com/rasterlyrock Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Maxine Waters' tweet to SBF https://twitter.com/RepMaxineWaters/status/1598693811252875264 Circle's tweet on terminating Concord business combination https://twitter.com/circle/status/1599764500923703296 Matt's tweet on Coinabase's growth https://twitter.com/Matt_Hougan/status/1455626864400076800 -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - 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.

In this episode, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the discussion with commentary on why decentralized stablecoins are needed in the first place. 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. -- Follow Liquity: https://x.com/LiquityProtocol Follow Colin: https://x.com/colingplatt Follow Michael: https://x.com/svobodamichael Follow Luke: https://x.com/0xMether Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:58) Changes From Liquity v1 to v2 (6:59) The Need For Liquity v2 (10:54) Liquity v2 User Behavior (17:51) Permissionless III Ad (19:05) The Role of the Stability Pool (28:55) Capturing Revenue With Liquity v2 (32:44) Stablecoin Integrations and Composability (37:05) Protocols Built on Top of Liquity (41:51) Returning Revenue to Users (45:51) Why Do We Need Decentralized Stablecoins? (51:04) Growth of Decentralized Stablecoins -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we discuss the evolving landscape of institutional crypto adoption. We explore differences in investment focus between traditional institutions and crypto natives, the sustainability of memecoin activity, and the competitive positioning of DeFi protocols like Aave. The conversation also touches on emerging blockchain ecosystems and the broader implications of regulatory shifts on market structure. 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. -- 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. -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- 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 Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:12) DAS Vibes (4:02) What Are Institutions Investing In? (8:20) Ledger Ad (8:36) How Do Decentralized Exchanges Compete? (10:22) Is Aave Fumbling Their Lead? (18:53) Ads (Ledger & CryptoTaxCalculator) (19:58) Did PumpFun Activity Peak? (31:39) Betting On Two Chains 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 -- 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.

In today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule. To close out the analysts asses the viability of low token floats and high fully diluted valuations and examine Ethena's 20%+ yielding synthetic stablecoin based on a delta-neutral strategy. Stay tuned for all this and more! 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 Brick: https://twitter.com/0x___Brick Follow Matt: https://twitter.com/MattFiebach Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Resources https://ethena-labs.gitbook.io/ethena-labs/ - - Timestamps: (0:00) Introduction (1:06) Uniswap Incentives for New Deployments (7:12) Vertex Launches Edge (10:44) GMX Points Multiplier Modifications (17:36) Pyth DAO Constitution, Jito Proposal Threshold, and Spark Borrow Limit (19:16) dYdX Segment: dYdX Foundation (25:18) Coinbase Earnings Reviewed (37:44) DAS London Ad (38:51) Starkware Airdrop (41:59) FDV is a Meme? (51:13) Ethena: Return of 20% Yield Stable - - 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.

In this episode, Aerodrome and Velodrome contributors, Ace and Alex, join us to discuss how Aerodrome and Velodrome are redefining the DEX model. They explain how the “MetaDEX” works, the flywheel it creates for users, and how they have helped shape the L2 landscape. Additionally, we talk about their Superchain vision, and why they chose to focus their efforts on the Optimism and Base L2s. 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. -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ -- Follow Ace: https://x.com/Ace_da_Book Follow Alexander: https://x.com/wagmiAlexander Follow Boccaccio: https://x.com/tripleboccaccio Follow Pibblez: https://x.com/0xpibblez Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:15) Overview of Velodrome and Aerodrome (13:02) Benefits for Liquidity Providers (19:00) Success in the L2 Landscape (23:22) Permissionless Ad (24:36) Pear Ad (25:01) Relay, Slipstream, and Bribing (41:30) The Superchain Vision (50:22) Betting on L2 Growth -- 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. Boccaccio, Pibblez, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our hosts are joined by Alena, Ecosystem Lead at TON, to discuss how “Mini Apps” are helping drive mass adoption. We cover Mini Apps, the similarities and differences between Telegram and WeChat, and TON’s strategy for onboarding new developers. Finally, we dive into TON’s systems architecture, and what the TON Foundation has in store for the future. 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. -- Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders. Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects! Join the aggregated future today by applying at https://polygon.technology/grants -- Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Follow Alena: https://x.com/alenka_w3 Follow Boccaccio: https://x.com/tripleboccaccio Follow Ryan: https://x.com/_ryanrconnor Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (7:45) Telegram Mini Apps (19:17) Telegram vs WeChat (28:36) Onboarding Apps to TON (35:00) Polygon Ad (35:51) Pear Ad (36:16) Avalanche Ad (36:58) SocialFi (42:56) TON Systems Architecture (51:41) The Future of TON -- 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. Boccaccio, Ryan, and our guests may hold positions in the companies, funds, or projects discussed.

In today's episode Dan and Sam are joined by CowSwap Technical Lead Felix. CoWSwap allows you to buy and sell tokens using gasless while providing MEV protection. They explore the economic concept of "coincidence of wants" and its application in CoWSwap, the unique batch auctions that differentiate it from traditional DEXs like Uniswap, and the protocol's unique approach to optimizing gas fees and combating MEV. As always we have an analyst segment where 2 blockworks research analysts, Westie & Ren, join the guys to dive into Crypto's latest hot narrative; Friend.Tech. A Base chain native app, Friend.Tech, allows users to create and trade tokens associated with their online profiles. - - Follow Felix: https://twitter.com/fleupold_ Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Westie: https://twitter.com/WestieCapital Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - Use code 0X30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Introduction (01:54) Friend.Tech Saga (14:00) Improving the Bonding Curve (30:24) Interview Start: Felix  (30:52) CoWSwap High-Level Overview (34:32) What are Batch Auctions? (42:54) Solver Market Make-up (51:12) Solving MEV Problems in the App Layer (55:38) Impacts of One Price per token per block (55:38) “Hexens Ad” (56:42) Impacts of One Price per token per block (1:04:26) Implications of UniswapX (1:09:19) Tech VS Protocol Branding (1:11:23) Cow Hooks & Future Development Plans (1:14:32) CoWSwap & DAOs - - Resources CoWSwap https://cow.fi/ https://docs.cow.fi/ CoWDAO Grants Program https://forum.cow.fi/c/cow-grants-program/10 Friend.Tech https://twitter.com/friendtech https://www.friend.tech/ - - 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.

In this episode, we discuss the increased TradFi and retail presence in crypto, trading rules to live by, and the AI meme craze. Additionally, we unpack the AI Gaming sector. Finally, we asked ourselves - how should you approach the AI agent meta? 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 Oasis at the Intersection of AI and Gaming: https://app.blockworksresearch.com/flashnotes/oasis-at-the-intersection-of-ai-and-gaming -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:07) Increased TradFi and Retail Activity in Crypto (9:27) Trading Rules to Live By (14:18) Oasis, AI Agents, and AI Gaming (31:06) The AI Meme Craze (40:48) How Do You Approach the AI Agent Meta? -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s. 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 Drift’s Prediction Market Announcement: https://x.com/DriftProtocol/status/1825537656014721406 -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Nikhil: https://x.com/0xnikhilchat Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:01) Drift Announces A Prediction Market On Solana (6:02) Permissionless III Ad (7:16) What Happened to Farcaster? (13:39) How to Differentiate Decentralized Social Applications (26:08) Social App Business Models (31:20) Moderating Social Media Usage (35:07) Modularity Has Died Out (45:09) Does the Market Still Care About Real Yield & AI? (59:37) Ethereum Should Compete Against Its L2s -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's analyst round table Dan and Sam are joined by analysts EffortCapital and Ren. To kick-off the team discusses Cosmos events, including Cosmoverse takeaways and potential mergers between Stride and the Cosmos Hub and potential AXL token inflation adjustments. They also dissect alleged illicit transactions moved through Thorswap and its operational shutdown. They then discuss Lido's growing share of staked Ether and the on-going community debate. EffortCapital closes us out with key mentions of new album releases from Drake and Lil Wayne. 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 Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow EffortCapital: https://twitter.com/EffortCapital Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - Timestamps (00:00) Introduction (02:16) Cosmosverse Event Takeaway (06:32) “Hexens Ad” (07:31) Cosmosverse Event Takeaway (19:14) Stride Proposal (36:14) AXL Token Forum Post (40:56) Are Tokens Money? (47:18) Thorswap Frontend Shutdown (57:02) Is Lido Too Big? (1:11:06) Lil Wayne and Drake Albums - - Resources Cosmos News  https://forum.cosmos.network/t/atom-tokenomics-update-blockworks-research-aadao-grant-monetary-policy/11519 https://www.youtube.com/live/ag0Jj2iUKH8?si=yBQLicwUsBDHb5YQ&t=25165 https://www.youtube.com/watch?v=j6Vjo6t_uus&t=8142s Thorswap Illicit Activity https://x.com/THORSwap/status/1710162462639575065 AXL Token Forum Post https://community.axelar.network/t/adjusting-axelar-network-incentives-a-proposal-to-scale-to-thousands-of-chains-call-for-comments/2515 - - 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.

In this episode, Boccaccio is joined by Kez and Tolks to discuss the recent shift in the Solana trenches, the launch of Hyperliquid’s HYPE token, and the Hyperliquid ecosystem. Additionally, they covered Magic Eden’s upcoming token launch, and speculate on whether or not NFTs will make a comeback. Finally, they closed the episode with their thoughts on navigating a rapidly changing crypto market, and the recent flood of listings on Tier 1 exchanges. 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. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Kez: https://x.com/kez4twez Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:04) Shift in the Solana Trenches (13:22) HYPE Launches (20:38) Skale Ad (21:20) Chaos Ad (21:53) Glif Ad (22:27) Hyperliquid's Auction Mechanism & Silly Price Targets (30:50) Hyperliquid Ecosystem (37:59) Magic Eden's Token Launch & NFT Comeback (45:20) Rapidly Changing Market Dynamics & Ignoring Outside Noise (57:14) Exchange Listings Take Off -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

Stani Kulechov joins us to discuss how Aave and Lens are building scalable primitives to accelerate crypto's adoption curve. We explore crypto's killer app, why decentralized social matters, how the Momoca DA layer scales Lens, the incentives behind building GHO and more! And as usual, we start the episode with our analyst bullpen to discuss Coinbase's new subscription product, Lido exit liquidity games and Curve's LLAMA lending protocol. - - Timestamps: (00:00) Introduction (00:43) Hot Seat/Cool Throne (34:59) Interview Start: Crypto’s Adoption Curve and Killer App (46:35) Should Protocols Share Revenue With Token Holders? (51:00) Why Decentralized Social Media? (57:07) Building on Polygon (1:03:16) Lens Tx Process Flow and the Momoca DA Layer (1:14:46) Aave’s GHO (1:18:38) How Spark Will Influence Aave’s Market for DAI Lending (1:21:57) Building Core Infrastructure (1:24:49) Decentralized Identity Solutions & Undercollateralized Loans - - Follow Stani: https://twitter.com/StaniKulechov Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow EffortCapital: https://twitter.com/EffortCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Resources: 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.

In this week's bonus interview, we are joined by Blocknative CEO and Co-founder Matt Cutler to dive into the world of MEV and order flow on Ethereum. They explore how the proof-of-stake transition has impacted block building, the economics and incentives faced by builders and relays, and the prevalence of private order flow. Matt shares his thoughts on protocol changes like MEV-Geth and burning and how to make order flow more equitable for users. Looking ahead, he discusses how L2 scaling could reshape MEV dynamics and why Blocknative remains committed to improving Ethereum despite its flaws.  - - Follow Matt Cutler: https://twitter.com/mcutler Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch - - Timestamps (0:00) Introduction (1:44) MEVBoost Supply Chain & Blocknatives Role (9:58) Economic Incentives in MEV (17:36) Hexens Ad (18:40) Prevalence of Private Order Flow (29:00) Metamask Ad (29:44) MEV Burn Impact (41:36) Why Build in Ethereum? - - Resources Blocknative Docs https://docs.blocknative.com/  - - 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.

Live from DAS 2025, Carlos and Marc from Blockworks Research join us to dive deep into the evolving world of tokenization and real-world assets. We explore institutional adoption, private credit dominance in RWAs, permissioned blockchains, and the future of stablecoins. 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. -- Follow Carlos: https://x.com/0xcarlosg Follow Marc: https://x.com/marcarjoon Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:23) Why Are RWAs Mostly Private Credit? (6:11) Getting Exposure to RWAs (9:09) Permissioned Blockchains (15:46) Crypto's Institutional Transition (20:34) DAS Takeaways (24:41) Getting Exposure to Stablecoin Growth -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we dive into the challenges of valuing digital assets with Ryan Connor, Jon Charbonneau from DBA, and Matthew Sigel from VanEck. The discussion covers the applicability of traditional valuation models to crypto, the role of sentiment and flows, the impact of tokenomics, and the relevance of technical analysis in the space. 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. -- Missed DAS? Join us from June 24th-June 26th at Permissionless IV!  Tickets: https://blockworks.co/event/permissionless-iv -- Follow Jon: https://x.com/jon_charb Follow Matthew: https://x.com/matthew_sigel Follow Ryan: https://x.com/_ryanrconnor 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:59) Do TradFi Valuation Metrics Apply to Crypto? (7:57) Crypto Native Valuation Metrics (11:47) How Do Tokenomics Affect Valuations? (19:18) Using Technical Analysis -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's episode of 0xResearch, Sreeram Kannan explains how EigenLayer enables permissionless and modular innovation across all blockchain layers. We explore EigenLayer's ETH value accrual mechanism, slashing mechanics and economic incentives, novel data availability solutions, re-staking risks and more. EigenLayer might be the most underrated project in Ethereum right now. Tune in to find out why! - - Timestamps: (00:00) Introduction (01:10) Hot Seat/Cool Throne (15:51) Solana's Bonk by Flipside Insights (18:44) “Chainalysis Ad” (19:16) Interview Start: EigenLayer (35:05) LSD and Native Re-Staking (40:43) Slashing Mechanics (46:47) “Chainalysis Ad” (47:29) Pricing the Value of Decentralization (52:29) EigenLayer's role in a Modular Paradigm (58:57) EigenDA vs Other Data Availability Services (1:07:46) Does Re-Staking Overleverage ETH's Security? (1:12:43) Deployment Timeline (1:14:57) EigenLayer's Value Accrual - - Follow Sreeram: https://twitter.com/sreeramkannan Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: EigenLayer https://www.eigenlayer.com/ -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - 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.

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and Westie. In this week's news round-up the analysts cover Uniswap foundation's funding request of $62m, Arbitrum grants program "STIPs", and dYdX $20m incentives on V4. The team also covers this week's top mover MakerDAO and biggest loser $OX. To finish out today's show the team takes the gloves off and unpacks whether token issuance is a cost to PoS networks. 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 Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow EffortCapital: https://twitter.com/EffortCapital Follow Westie: https://twitter.com/WestieCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - Timestamps: (00:00) Introduction (01:52) Uniswap Foundation Requests $62M (07:35) Arbitrum Grants Program "STIPs" (18:32) “Hexens Ad” (19:36) $20M dYdX Incentives on V4 (31:18) Top Movers & Losers of The Week (32:08) The MakerDAO Bull Narrative (36:27) RIP $OX Token (38:23) Is Issuance a Cost to a Network? (54:13) Coinbase Retail Perps - - Resources: dYdX V4 incentives https://dydx.forum/t/dydx-v4-launch-incentives-proposal/1075 Arbitrum STIPs https://forum.arbitrum.foundation/t/arbitrums-short-term-incentive-program-arbitrum-improvement-proposal/16131 - - 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.

In this week's interview we have an in-depth discussion with Guy, the founder of Ethena Protocol. Guy discusses the challenges of scaling Ethena to billions in USD supply, the important role of Bitcoin and Ethereum derivatives as collateral, and how Ethena is able to generate the highest yielding USD-denominated asset in crypto. Additionally, we touch on risk management, governance, and the critical role centralized exchanges could play in Ethena's future. Hope you enjoy! - - Follow Guy: https://twitter.com/leptokurtic_ Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch8-4099 - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ - - Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana. https://blckwrks.co/Marinade - - Timestamps: (0:00) Introduction (6:03) Open Interest Constraint (11:25) Negative Funding vs CEX Risks (22:40) Wormhole Ad (23:18) Pear Protocol Ad (23:43) Marinade Ad (24:22) Avalanche Ad (25:04) Ethena BD & Partnerships (29:05) ENA Incentives (37:52) BTC Collateral & Real Yield (42:54) sUSDe and USDe Usecases (49:28) Protocol Owned Liquidity - - 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.

Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report. - - Timestamps: (00:00) Introduction (01:05) Hot Seat/Cool Throne (26:10) Interview Start: Institutional Investor Sentiment (37:23) Regulation Outlook (40:59) The Coinbase Bull Case (49:26) L2 Valuations: Arbitrum vs Optimism (51:49) Implications of USDC’s Depeg (57:11) The Decoupling of Equities and Crypto (1:00:42) DEX Market Share and Brand Moats in Crypto (1:05:02) LST Baskets (1:06:46) Returning Protocol Revenue to Token Holders (1:08:48) BRC-20s, High Fees and L2 Volume Growth - - Follow Matt: https://twitter.com/Matt_Hougan Follow Ryan: https://mobile.twitter.com/rasterlyrock Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Purplepill: https://twitter.com/purplepill3m Follow 0xPibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Resources: Tether's Q1 Report https://bit.ly/42UOYzY Bitwise's website https://bitwiseinvestments.com/ - - 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.

In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators. 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 FriendTech Renounces Contract Ownership: https://x.com/friendtech/status/1832581118165709140 -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (5:12) FriendTech Renounces Contract Ownership (13:32) Can Crypto Still Empower Content Creators? (20:12) Permissionless III Ad (21:26) Crypto Payments and Onchain Economies (29:17) Recent Growth of Sui and Aptos -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Terry and Ren from Eclipse joined us to discuss how they are building Ethereum’s first SVM L2. We covered why they chose to bring the SVM to Ethereum, design decisions made along the way, and how they plan to onboard developers. Finally, we dive into sequencer design, and the future of rollups. 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. -- Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders. Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects! Join the aggregated future today by applying at https://polygon.technology/grants -- Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ -- Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ -- Follow Terry: https://x.com/0xtaetaehoho Follow Ren: https://x.com/purplepill3m Follow Boccaccio: https://x.com/tripleboccaccio Follow Ryan: https://x.com/_ryanrconnor Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Check out the Frontiers Podcast on YouTube: https://www.youtube.com/channel/UCN5NrfmADK2DV4uAv8DZz0g Check out the Frontiers Podcast on Spotify: https://open.spotify.com/show/6F6Cowlai4kEWJl3JQinZp?si=94cf6721a8cf484a  -- Timestamps: (0:00) Introduction (2:43) Why Eclipse Is Bringing the SVM to Ethereum (5:35) Eclipse Design Decisions (25:24) Developer and dApp Onboarding (31:47) Polygon Ad (32:38) Pear Ad (33:03) Avalanche Ad (33:46) Sequencer Design (42:16) Eclipse dApps and the Future of Rollups -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts asked themselves, can TON survive? After Pavel Durov’s arrest, what’s their best path forward? They also discussed MakerDAOs rebrand to Sky and how previous rebrands in crypto have worked out. Additionally, they debated whether or not Ethereum L2s are parasitic. Finally, they speculated on when, if ever,  L2s will move away from using Ether as their primary gas token. 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. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Magic: https://x.com/magicdhz Follow Daniel: https://x.com/_dshap Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:23) MakerDAOs Rebrand (17:25) Are L2s Parasitic? (28:47) Nillion Snippet (35:45) L2 Gas Tokens (51:26) Is the TON Thesis Invalidated? (1:05:49) Ethereums Attempt to Create Money -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup! __ In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization. __ Timestamps: (00:00) Intro (02:42) Interview start (03:44) Jon's work week (08:04) ChatGPT & writing (10:57) Jon's start in crypto (14:45) How to pick things to work on (17:08) Outsider's perspective on crypto (19:05) Jon's research process (22:00) Jon's proudest moment in crypto (23:06) Crypto Infrastructure overview (29:58) Why crypto infrastructure is interesting (35:57) Rollup decentralization overview (42:44) Challenges decentralizing the sequencer (47:46) Ethereum vs Cosmos approach to governance & decentralization (53:35) User ability to opt out (56:37) Staking vs. governance deciding sequencers (01:08:31) L3s (01:13:34) Superchain (01:16:38) Summary of rollup decentralization (01:21:08) Outro __ Hasu - https://twitter.com/hasufl Jon Charbonneau - https://twitter.com/jon_charb UCC2 - https://twitter.com/UCC2_xyz Website - https://ucc2.xyz __ Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.

In this week's episode of 0xResearch, Lyn Alden explains macro markets and DeFi's shortcomings. Lyn is an absolute force in macro market analysis and is one of the few macro investors who understands crypto. In this conversation, we discuss if the Fed can manage a soft landing, if DeFi is only a closed loop of speculation, why smart contract protocols naturally centralize over time, the future of Bitcoin and more! And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Blur's airdrop, Curve's future, the market rally and more! - - Timestamps: (00:00) Introduction (00:43) Hot Seat/Cool Throne (29:12) Blockworks Research (30:11) Interview Start: Lyn Alden (30:29) The State of Macro Markets (43:02) GBTC: a Good or Bad Product for BTC Exposure? (45:19) DeFi’s Speculative Closed Loop (50:57) The Promise of Stablecoins (57:39) Tokenization of RWAs (1:01:20) Bitcoin vs Smart Contract Platforms (1:05:21) Bitcoin’s Longevity (1:10:05) Ordinals and Bitcoin’s Blockspace (1:14:47) Decentralized Social (1:17:41) Using BTC to Buy a Cup of Coffee (1:23:18) Headwinds Against Decentralization - - Follow Lyn: https://twitter.com/LynAldenContact Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Westie: https://twitter.com/WestieCapital Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Westie's protocol-specific stablecoin report https://www.blockworksresearch.com/research/protocol-specific-stablecoins Lyn Alden's website https://www.lynalden.com/ The Problems with DeFi & Crypto (by Lyn Alden) https://www.lynalden.com/defi-problems/ - - 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.

In this episode, Blockworks Research analysts discuss recent market movements, the AI x Crypto crossover, and the problem with narrative trading. The conversation also covers Germany’s Bitcoin sales, Mt. Gox distributions, and the implications of FTX repayments. Finally, they speculate on whether or not Blast has been left for dead. 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.  -- Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs -- Follow Danny: https://x.com/defi_kay_ Follow Ryan: https://x.com/_ryanrconnor Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:47) Germany and Mt Gox Selling (7:43) Are New Tokens Always Better? (18:41) The AI Trade (30:36) LayerZero: Pendle Ad (35:40) The Problem With Narrative Trading (46:03) Mainstream Crypto Applications (49:16) Has Blast Been Left For Dead? -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss Solana Post-TRUMP launch, Jito’s TipRouter, and the Binance Listing Premium. They also unpack the relationship between VectorFun and Tensor. Finally, they end the episode with coverage of social trading apps, and Berachain's imminent launch. 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 Jito TipRouter: Real Yield for JTO Stakers: https://x.com/blockworksres/status/1885023825806713064 The Binance Listing Premium: https://x.com/blockworksres/status/1884641984327168133 Vector’s Fun is Tensor’s Tailwind: https://x.com/defi_kay_/status/1885430866169782465 -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- 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. -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Follow Carlos: https://x.com/0xcarlosg Follow Luke: https://x.com/0xMether 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:51) Market Outlook (5:15) Solana Post-TRUMP Launch (9:39) Ads (SKALE and Ledger) (10:20) Jito's TipRouter (18:23) The Binance Listing Premium (28:05) Ads (SKALE and Ledger) (29:21) Vector's Fun is Tensor's Tailwind (38:33) Social Trading Apps (46:18) Berachain Announces Launch Date (49:44) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss DeepSeek’s impact on the market, Trump’s executive orders and the repeal of SAB 121, and the recent XMoney announcement. They also unpack TRUMP’s impact on Solana. Finally, they close the episode with a deep dive into Jupiter’s recent flurry of announcements, and their continued dominance in the Solana Ecosystem. 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. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Carlos: https://x.com/0xcarlosg  Follow Daniel: https://x.com/_dshap Follow Ryan: https://x.com/_ryanrconnor 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:09) DeepSeek Volatility (6:20) Trump's Executive Orders (14:00) SKALE Ad (14:24) SAB 121 Repealed (20:09) XMoney Announced (24:32) SKALE Ad (25:14) Trump's Impact on Solana (34:13) The Onchain Attention Games (39:31) Jupiter's Big Announcements (53:24) Solana Revert Rates & Jupiter Perp Dominance (1:02:38) Closing Thoughts -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we dive deep into GRASS, a revolutionary decentralized network for web scraping and data collection. Andrej, from GRASS, explains how their platform is democratizing access to web data for AI development. We explore the technical aspects of the GRASS network, its innovative approach to data collection, and its potential impact on the AI industry. The conversation covers topics ranging from data poisoning prevention to the intersection of crypto and AI, concluding with insights into GRASS's future plans and expansion into mobile platforms. -- Follow Andrej: https://x.com/0xdrej Follow Ryan: https://x.com/_RyanRConnor Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders. Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects! Join the aggregated future today by applying at https://polygon.technology/grants -- Timestamps (0:00) Introduction (2:11) Global Web Resource Problem (16:50) Permissionless III Ad (18:04) Polygon Ad (18:55) Live Context Retrieval (25:15) Data Labeling & RLHF Program (32:59) Crypto & AI Intersection (39:43) Why Solana & Business Future -- 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.

In today's episode Dan and Sam are joined by Uri Klarman, Co-Founder and CEO of BloXroute Labs. Uri and the guys first take stock of MEV boost transaction life cycles, Searcher/Builder integrations, and builder relays. Uri unpacks blockchain distribution networks and how BloXroute is the first ultra-fast BDN. Uri then shares his MEV end-state thesis, the Base Layer vs L2 conflict as a result, and the impacts of decreased block times across Ethereal vs Solana. Uri, Dan, and Sam then close out on the negative externalities as a result of blockchain distribution network efficiencies and the emerging validators requirement to enable instant inclusion. Enjoy! - - Follow Uri: https://twitter.com/uriklarman Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - Timestamps: (00:00) Introduction (05:46) ”Hexens Ad” (06:51) Transaction Life Cycle Through MEV Boost (20:03) Searcher/Builder Integration  (27:34) Builder Relays  (33:39) MEV End-state (50:13) Base Layer vs L2 Resolution (54:23) Solana vs Ethereum: Lower Block Time Impacts (1:02:05) Instant Inclusion Counter Argument (1:05:42) Negative Impact of BDN Efficiencies: Gas Fee Increases (1:08:34) Validators Requirement to Enable Instant Inclusion  - - Resources: Payload https://payload.de  BloXroute Labs https://bloxroute.com/ - - 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.

In this week's episode of 0xResearch, Alex Gluchowski and Anthony Rose join us to discuss zkSync's technical roadmap and goal to become the standard that trustlessly connects execution environments. We explore the motive behind transitioning to open-source, why zkSync chose EVM compatibility (not equivalence), the path to decentralizing the sequencer & prover, account abstraction and more! - - Timestamps: (00:00) Introduction (00:52) Hot Seat/Cool Throne (17:12) Bored Ape Staking & Flipside Insights (21:07) Chainalysis Ad (21:46) $200M Raise & Partnership With OpenZeppelin (28:47) EVM Compatability vs EVM Equivalence (34:18) Decentralizing The Sequencer & Prover (41:33) Scaling via L3s (50:54) Chainalysis Ad (51:36) Building Trustless Interoperability (58:33) Alpha Mainnet (1:03:38) zkSync’s architecture design choice (1:09:05) Account Abstraction (1:14:31) Disrupting The Status Quo - - Follow Alex: https://twitter.com/gluk64 Follow Anthony: https://twitter.com/anthonykrose Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Flipside Bored Apes Charts https://app.flipsidecrypto.com/dashboard/bayc-and-ape-staking-XZIYcw zkSync website https://zksync.io/ Matter Labs website https://matter-labs.io/ Slush, a proposal for Fractal scaling https://hackmd.io/@kalmanlajko/rkgg9GLG5 -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - 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.

In this episode, Boccaccio is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket and the growing popularity of Hyperliquid. Finally, they examine Ethereum's gas fee situation and whether if the rest of 2024 is optimistic. Thanks for tuning in! -- Follow Tolks: https://x.com/_tolks Follow Kez: https://x.com/kez4twez Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders. Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects! Join the aggregated future today by applying at https://polygon.technology/grants -- Timestamps: (0:00) Introduction (2:51) Was that the Top? (9:13) Altcoin Market Opportunities (16:39) Permissonless III Ad (17:53) Polygon Ad (18:45) Gwei Costs & ETH Sentiments (25:19) Did PumpFun Ruin Memes? (41:11) Generational Top of Polymarket (47:51) Rise of Hyperliquid & dYdX Fumble -- 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.

In this week's episode of 0xResearch, Chad Barraford joins us to discuss how THORChain will replace CeFi. We explore THORChain's unique advantage to centralized exchanges, Rune's unique tokenomics and the mechanics behind THORChain's security model. We ask the hard questions about THORChain's reliance on Rune, THORChain LP risk, RCE attacks and more. It's hard not to be bullish on THORChain after listening to this one! - - Timestamps: (00:00) Introduction (00:52) Hot Seat/Cool Throne (15:11) Curve vs Uniswap by Flipside Insights (21:52) “Chainalysis Ad” (22:36) THORChain, the Cross-Chain DEX (28:27) Rune’s Unique Economic & Security Design (40:45) Connecting New Chains to THORChain (48:25) “Chainalysis Ad” (49:07) Incentivizing Liquidity (51:54) THORChain Savers Vaults & Synthetic Assets (1:00:52) Impermanent Loss Protection & LP Risk Profiles (1:08:41) Managing Risk via the Synthetic Utilization Cap (1:14:30) THORFi Lending (1:17:45) THORChain as Backend Infrastructure - - Follow Chad: https://twitter.com/CBarraford Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: THORChain https://thorchain.com/ Anatoly "RCE" and THORChain Twitter debate https://twitter.com/aeyakovenko/status/1603468831170912256 -- Chainalysis is the leading blockchain analytics company. Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk. Visit Chainalysis.com/blockworks to learn more now. -- Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win. Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442 - - 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.

This is an episode from Blockworks' new podcast Lightspeed! Lightspeed focuses on crypto projects that are pushing the limits of hardware and software to build first-class products. I'm dropping this Solana DeFi Panel episode here as I bet you'll want to add Lightspeed to your podcast lineup! Subscribe to Lightspeed by using the links below: Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Solana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more. - - Timestamps: (00:00) Introduction (01:15) What’s Going on in Solana DeFi? (05:02) Token Incentives and Points (14:24) What Will Spark Solana's DeFi Summer? (15:56) Capital Efficiency: CLOBS vs AMMs (16:13) Is Solana a Consumer or Professional DeFi Chain? (25:46) The Best Metrics to Evaluate a DeFi Ecosystem (34:49) Jito Liquid Staking ad (35:55) Permissionless ad (36:55) Understanding Risk and Avoiding Crazy APYs (41:08) What’s Next for Solana DeFi? (44:10) Building on Solana vs L2s (50:41) Applications vs L1s: Who Owns the User Mindshare? (53:12) Who Will Use DeFi? (56:23) Your Most Controversial Crypto Take (01:09:09) Rapid Fire - - This episode is brought to you by Jito. Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today! - - Follow Lucas:https://twitter.com/buffalu__ Follow Jarry: https://twitter.com/jarxiao Follow Macbrennan: https://twitter.com/macbrennan Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Jito jito.network MarginFi https://www.marginfi.com/ https://twitter.com/marginfi Ellipsis Labs https://ellipsislabs.xyz/ https://twitter.com/ellipsis_labs Phoenix https://twitter.com/PhoenixTrade_ - -  Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

In this week's interview we are joined by Luca, CEO & Co-Founder of M^0 Labs to discuss their new crypto dollar product called M. Luca shares insights into the M minting and redemption process, the unique two-token governance system employed by M0, and his long-term vision for the protocol. He also delves into the importance of governance in ensuring the longevity and stability of the M token, and how M0 aims to incentivize active participation in the decision-making process. Luca emphasizes M0's goal of becoming a decentralized bank for DeFi, providing a transparent and distributed collateral pool for a stable crypto dollar. Thanks for tuning in! - - Follow Luca: https://twitter.com/LucaProsperi Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch9-1887 - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana. https://blckwrks.co/Marinade - - Timestamps (0:00) Introduction (3:23) M Minting & Redeeming (13:17) Collateral & Gov Design (30:43) Wormhole Ad (31:21) Pear Ad (31:46) Marinade Ad (32:25) Avalanche Ad (33:07) GTM for Onchain Utilization (47:16) 2 Token Governance System (1:01:55) 5 Year Vision - - 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.

In this episode, Blockworks Research analysts dive into Coinbase's Q3 earnings, Solana’s Breakpoint conference and strength, issues with Prisma points airdrop, Osmosis network struggles, and the state of Near and Jupiter protocols. The team also covers governance updates for Arbitrum, Ribbon, and Uniswap. To close out they analyze the upcoming Celestia airdrop and the current state of Cosmos 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 Sam: https://twitter.com/swmartin19 Follow Effort Capital: https://twitter.com/EffortCapital Follow Pibblez: https://twitter.com/0xpibblez Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - 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 0X20 to get 20% 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-asset-summit-2024-london/home  - - Timestamps (0:00) Introduction (1:54) DeFi 1.0 Runs & ETH/MKR Price Struggles (5:25) PSM Debacle (7:22) Hexens Ad (8:09) Arbitrum Staking Proposal (17:00) Need for Professional DAO Service Providers (22:15) Coinbase Q3 Earnings (31:15) DAS London Ad (32:11) Prisma Finance Farming (36:57) Osmosis DDoS (43:23) Alt Season: Near, Avax, Solana - - Resources Arbitrum Staking https://snapshot.org/#/arbitrumfoundation.eth/proposal/0xf22530295daee96dffd7f70854475c06216a4d3594929672f71c12bf638bb0c8 Arbitrum Coalition  https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x42f68a26ff5a5be692a80468a1d1885cf07d590836536f5169cc4b69f64f3f37 - - 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.

Logan Jastremski joins us to discuss how parallelizable, high-throughput blockchains are the solution for scalable crypto products. We start with Logan's high-throughput thesis, why isolated fee markets and parallel computation are crucial features and how to analyze node requirements. Logan then explains why L2s won't scale, how DAS solutions are a feature, not a product, and his take on AppChains vs sector-specific chains. And as usual, we start the episode with our analyst bullpen to discuss Coinbase, liquid staking derivatives post Shapella, rETH's withdrawal design and token incentive design. - - Timestamps: (00:00) Introduction (00:30) Hot Seat/Cool Throne (25:11) Interview Start: Logan’s Background (27:08) The High-Throughput Thesis (29:10) Backpack and xNFTs (32:44) Solana: State Compression, Hardware Requirements & Value Accrual (46:00) “Lightspeed Ad” (46:41) Quantifiably Measuring Decentralization (50:30) The L2 Experiment (56:14) Isolated Fee Markets (59:30) Celestia, EigenLayer & Polygon Avail (1:03:28) AppChains, Sector-Specific Chains & Mobile (1:08:09) Solana's Community and DePIN - - Follow Logan: https://twitter.com/LoganJastremski Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Effort Capital: https://twitter.com/EffortCapital Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Westie https://twitter.com/WestieCapital Synthetix Dune Dashboard https://dune.com/blockworks_research/synthetix Polynya's OP discussion https://gov.optimism.io/t/draft-inflation-adjustment-proposal-to-0/5936 DefiLlama https://defillama.com/bridges Frictionless Capital https://www.frictionless.fund/ https://twitter.com/_Frictionless_ Logan's podcast https://www.youtube.com/@LoganJastremskiPodcast Vitalik's End Game https://vitalik.ca/general/2021/12/06/endgame.html Firedancer https://jumpcrypto.com/firedancer/ - - 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.

In this episode, Jason and Andrea from Story Protocol joined us to discuss onchain IP, validating IP, and the primary use cases for Story Protocol. We also dove into Story’s Agent TCP/IP and all that it entails. Finally, we ended the episode with discussion on exporting IP to other chains, centralized competitors, and where onchain IP is headed. 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. -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Story Protocol: https://x.com/StoryProtocol Follow Andrea: https://x.com/devrelius Follow Jason: https://x.com/jasonjzhao Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (0:45) Overview of Story Protocol (5:48) The IP Marketplace on Story (10:27) Validating IP (15:23) Primary Use Cases (25:45) Private IP (27:36) dYdX Ad (32:03) Story's Agent TCP/IP (38:22) How Do Royalties Work? (46:04) Exporting IP to Other Chains (48:39) Story Protocol Frontends (52:03) Centralized Competitors (54:45) Onchain IP 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 -- 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.

SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets). In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:32) Are Bank Failures Priced In? (07:31) The Impact of a Potential US Default (12:51) Repeating 2021’s Perfect Storm (18:03) Meme Mania: Why You Should Pay Attention (31:30) Deflationary ETH and Blockspace Fee Generation (36:34) BTC Miner Revenue and BRC-20s - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ BRC-20.io https://brc-20.io/ - - Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in! - - Subscribe on YouTube: https://www.youtube.com/@expansionpod Subscribe on Apple: http://apple.co/4bGKYYM Subscribe on Spotify: http://spoti.fi/3Vaubq1 Follow Zon: https://x.com/ItsAlwaysZonny Follow Keone: https://x.com/keoneHD Follow Rex: https://x.com/LogarithmicRex Follow nosleepjon: https://x.com/nosleepjon Follow Expansion: https://x.com/ExpansionPod_ Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps: (00:00) Introduction (03:01) Modular vs Integrated (11:24) Who are Appchains for? (28:35) Composability in Modular World (35:52) Monad's Endgame (39:24) Importance of Decentralization (47:42) Building Web3 Community - - Disclaimer Expansion was kickstarted by a grant from the Celestia Foundation. Nothing said on Expansion 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. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Danny and Westie discuss their current outlook for the crypto market, Solana's controversial ad, and whether or not memes are truly dead. They analyze onchain data, explore governance dynamics around SIMD-228, and debate whether TradFi firms like Robinhood are poised to dominate established players in DeFi. The duo also reflects on the broader crypto landscape, offering insights on market sentiment, speculative cycles, and the importance of stepping back during uncertain times. 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 BWR: Chain Comparison Dashboard: https://app.blockworksresearch.com/analytics/l1 SIMD-228 Voting Status: https://dune.com/kagren0/simd-0228-voting-status -- 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. -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- Follow Westie: https://x.com/WestieCapital 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:59) Market Outlook (6:45) Solana's Advertisement and Subsequent Fallout (12:48) Ledger Ad (13:04) Are Memes Dead? (28:48) Ledger Ad (29:22) Base's Increased Memecoin Activity (35:22) SIMD-228 Fails to Pass (49:43) CryptoTaxCalculator Ad (50:14) Is TradFi going to Eat Our Lunch? (1:03:55) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's episode of 0xResearch, we bring on Ivan and Ilgiz from Gearbox to explore how Gearbox can offer traders up to 10x leverage while maintaining security and composability. As usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the SEC's ruling against BUSD and if stablecoins are wrecked! If that's not for you, skip to the interview segment where we discuss Gearbox credit accounts, how to prevent protocol bad debt, attracting passive liquidity, GEAR value accrual and more. You won't want to miss this deep dive into one of the most innovative projects in DeFi! - - Timestamps: (00:00) Introduction (00:24) Hot Seat/Cool Throne (20:47) Interview Start: Gearbox (32:05) How Liquidations Operate (37:55) Gas Fees and Deploying on L2s (39:41) Preventing Protocol Bad Debt (41:55) Liquid Staking Derivative Strategies (47:15) What are Gearbots? (52:30) Attracting Passive Liquidity (56:58) Gearbox Governance (1:00:11) GEAR Token Value Accrual - - Follow Ivan: https://twitter.com/ivangbi_ Follow ilgiz: https://twitter.com/apeir99n Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow David: https://twitter.com/EffortCapital Follow 0xPibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Gearbox https://gearbox.fi/ - - 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.

In this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level agreements (SLAs) in liquid staking, contributing to superior staking performance. We touch upon the and much more in the world of decentralized finance. Additionally, we delve into the target customer segment, significance of KYC in the minting process, and the future of liquid staking. For all this and more stay tuned! - - Follow Mara: https://twitter.com/MaraSchmiedt Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 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 0X20 to get 20% 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:44) The Liquid Staking Collective (12:25) Service Level Agreements  (20:15) Ensuring Performance of Selected Set  (28:40) KYC Methodology & Integrators (33:07) DAS London Ad (34:03) Target User (44:23) Fee Structure  (52:16) Expansion and Balancing Competitors - -  Resources Alluvial  https://twitter.com/alluvialfinance Liquid Staking collective  https://twitter.com/liquid_col - -  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.

In this week's interview Dan and Sam are joined by Lucas Bruder, co-founder and CEO of Jito Labs. Lucas dives into the intricacies of Solana including the validator client, Solana LST providers, and the upcoming launch of Jito's Stakenet. He discusses the function of streaming transactions and how networks use algorithms and waivers to arbitrate these. Lucas explains the role of keepers, the limitations of current Solana systems, and how Stakenet aims to revolutionize the process by decentralizing the operation of the stake pool. Stay tuned for all of this and much more! - - Follow Lucas: https://twitter.com/buffalu__ Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 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 0X20 to get 20% 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (2:36) Mitigating Sybil Actors (8:01) Capturing MEV via Block Enginge (17:30) DAS London Ad (18:26) Growth of jitoSOL in Lido's Absence (24:37) Stakenet Design (38:43) Improving Solana Fee Mechanism (47:28) Solana Dev Experience - - 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.

In this week's analyst table Dan is joined by Matt, Westie, and Effort Capital of the Blockworks Research team to dive into the 2024 outlook for Ethereum, Solana, and Bitcoin. They debate whether 2024 holds better adoption of Ethereum L2s, continued growth of optimizations like data availability, evolution of fees market adjustments, and whether Solana is seeing a renaissance of onchain activity. Additionally, the team examines the ascent of Bitcoin miners profitability. They also debate the imminent approval of the ETF, unfolding new inflow opportunities, and how this would impact the wider market. 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 Dan: https://twitter.com/smyyguy Follow Westie: https://twitter.com/WestieCapital Follow Effort: https://twitter.com/EffortCapital Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.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 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 0X20 to get 20% 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (2:38) Ethereum Success in 2024 (22:51) Solana Success in 2024 (30:05) DAS London Ad (31:01) Solana Narratives for 2024 (40:12) Bitcoin Miner Profitability (47:44) Bitcoin Fee Revenue Stats - - 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.

In this episode, the Blockworks Research Team covers the potential impact of the upcoming Ethereum ETFs, the likelihood of a Solana ETF getting approved, and how the NFT meta has evolved. Additionally, they dive into the bull and bear cases for Celestia going forward. Finally, they discuss the recent Blockworks Research report on TON. 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 TON: Not Right Now https://x.com/blockworksres/status/1806380764369670367 -- Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs -- Follow Ryan: https://x.com/_ryanrconnor Follow EffortCapital: https://x.com/EffortCapital Follow Pibblez: https://x.com/0xpibblez Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:34) Impact of the Ethereum ETF (18:28) Solana ETF Speculation (23:13) Will Celestia Make a Comeback? (35:21) The New NFT Meta (47:05) LayerZero: Pudgy Penguins Ad (49:02) Discussing the Blockworks Research Report on TON -- 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. Boccaccio, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch with Joao Reginatto, the creator of USDC, as we discuss Circle's CCTP and its multichain vision. Learn how Circle's CCTP enables seamless cross-chain interactions, solving the security and UX issues that have plagued crypto. Joao explains why wallets and applications will integrate with CCTP and how Circle will bring native USDC to Cosmos. CCTP is the most exciting innovation in cross-chain infrastructure! And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more! - - Timestamps: (00:00) Introduction (00:27) Hot Seat/Cool Throne (27:55) Blockworks Research (28:54) Interview Start: Circle's History (40:38) USDC in a Multichain World (46:13) Bridges and the Origins of CCTP (56:43) USDC Monetization (1:00:06) Is CCTP Permissionless? (1:01:25) Integrations, Noble (Cosmos) and dYdX (1:06:50) CCTP Use Cases - - Follow Joao: https://twitter.com/reginatto Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow David: https://twitter.com/EffortCapital Follow Pibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Circle's CCTP https://developers.circle.com/stablecoin/docs Arthur Hayes BTC stablecoin article https://blog.bitmex.com/dust-on-crust/ USDC Monitor dashboard https://dune.com/blockworks_research/usdc-monitor - - 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.

In this episode, our Blockworks Research analysts dives into key market updates, including the U.S. Strategic Bitcoin Reserve announcement, and Bitcoin’s outlook going forward. They also explore Solana’s SIMD-228 proposal, and its implications for validators and staking rewards. Finally, they discuss the future of real-world assets onchain 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 Bitcoin February 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-february-2025-update SIMD-228 Deep Dive: https://x.com/0xcarlosg/status/1899570952943387023 The Effects of SIMD-96: https://x.com/0xcarlosg/status/1892181938770694418 -- 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. -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Carlos: https://x.com/0xcarlosg 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:06) Reactions to the Strategic Bitcoin Reserve (5:00) Bitcoin's Outlook Going Forward (15:37) Ledger Ad (15:53) TradFi's Plans to Enable 24-Hour Trading (23:48) Ledger Ad (24:21) The SIMD-228 Debate (37:03) Future Proposals After SIMD-228 (44:09) CryptoTaxCalculator Ad (44:41) Expectations For RWAs (57:56) DAS NYC 2025 -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's interview Frax Finance Founder Sam Kazemian joins us to dissect Frax and how he sees Frax becoming the future of onchain money. They dive into the shift to being fully collateralized, Frax's singular real world asset strategy of accessing Fed rates, and new products like sFRAX yielding near the IORB and FXB for creating an on-chain yield curve. Sam explains the mechanics ensuring the peg in different markets, integrating with partners like Paxos, and FraxEth v2 transitioning to permissionless validation. He shares Frax's vision of becoming a compliant, safe, and systemically important stablecoin protocol across layers and blockchains. - - Follow Sam Kazemian: https://twitter.com/samkazemian Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - Timestamps (0:00) Introduction (1:12) Frax V3 Explained (4:18) Marginally Collateralized Stablecoin Design (10:40) Directing Profits to veFXS Holders (22:22) Reporting Offchain Asset Info Onchain (26:08) Backing a Stablecoin with RWAs (30:27) Hexeans AD (31:32) Frax Gov Module (36:47) Managing Duration Mismatches (44:38) Revenue on FXB and sFrax (52:47) FraxEth Performance (57:19) Frax Eth V2 - - Resources FraxV3 Overview https://docs.frax.finance/frax-v3/overview - - 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.

In this episode, we’re joined by Lei and Namik from MegaETH! We discuss what it means to be a “real-time blockchain”, MegaETH’s architecture, and the current state of L2s. Additionally, cover MegaMafia, and their fundraising efforts on Echo. Finally, we end the episode by asking - who’s your biggest competitor? 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. -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Follow MegaETH: https://x.com/megaeth_labs Follow MegaMafia: https://x.com/0xMegaMafia Follow Namik: https://x.com/NamikMuduroglu Follow Lei: https://x.com/yangl1996 Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:21) What is a Real-Time Blockchain (8:35) MegaEth Architecture (18:58) The Current State of L2s (26:53) dYdX Snippet (30:13) MegaMafia (37:33) Raising on Echo (39:40) Mistakes Made Along the Way (42:17) MegaEths Biggest Competitor -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch as we interview Preston Evans, the Chief Scientist of Sovereign Labs. Why should you care about Sovereign? Because they're building the Sovereign SDK. Like the Cosmos SDK that enables modular plug-and-play experimentation for L1s, the Sovereign SDK is a modular toolkit for building zk-rollups on any chain with seamless composability. In this episode, we discuss how Sovereign's design compares to the Cosmos SDK and IBC, smart contract vs Sovereign rollups, the role of data availability, decentralized sequencer design and more! This is my favorite 0xResearch episode yet. And as usual, we start the episode with our analyst bullpen to discuss the recent governance drama at Arbitrum! - - Timestamps: (00:00) Introduction (00:45) Arbitrum's Governance Blunder (15:04) Blockworks Research (16:03) Interview Start: What is Sovereign? (22:23) The Sovereign SDK vs Cosmos SDK (23:59) Settlement on Smart Contract vs Sovereign Rollups (28:14) The Role of Data Availability (32:24) Decentralized Sequencers (37:54) Optimistic Rollup Tradeoffs (41:24) Composability and IBC (52:22) What Is Sovereign’s X Factor? (54:17) Building Rollups on Bitcoin (59:11) Sovereign’s Business Model and Timeline - - Follow Preston: https://twitter.com/prestonevans__ Follow Westie: https://twitter.com/WestieCapital Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Purplepill: https://twitter.com/purplepill3m Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Delegate ARB to Blockworks Research https://twitter.com/blockworksres/status/1639279479368368132 Sovereign Labs https://www.sovereign.xyz/ https://twitter.com/sovereign_labs - - 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.

Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more! And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum. - - Timestamps: (00:00) Introduction (00:59) Hot Seat/Cool Throne (21:50) Interview Start: The Modular Stack (24:23) The Role of Centralized Sequencers (28:29) Lightspeed Promo (29:10) Decentralized Sequencer Design (36:28) Why Will L2s Use a Shared Sequencer? (45:00) Cross-Rollup Atomic Composability (53:12) Rollup MEV Capture (1:01:00) A Winner-Takes-Most Market? (1:04:20) Restaking: Aligning L1 and L2 Economic Value (1:10:23) Who are the Ideal Users? (1:14:33) Supported Virtual Machines  - - Follow Josh: https://twitter.com/Jskybowen Follow Ben: https://twitter.com/benafisch Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Westie: https://twitter.com/WestieCapital Follow Purplepill: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Voltz's new cross-margining product https://twitter.com/voltz_xyz/status/1645741501002010624 Espresso Systems https://www.espressosys.com/ https://twitter.com/EspressoSys Astria https://www.astria.org/ https://twitter.com/AstriaOrg The Inevitability of UNIchain https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4 Espresso on L1 and L2 economic incentive alignment https://hackmd.io/@EspressoSystems/EspressoSequencer - - 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.

In this week's interview Dan and Sam are joined by Scott Sunarto, founder and CEO of Argus Labs, to discuss the infrastructure they're building to make blockchain games more accessible. He talks about overcoming previous limitations with fully on-chain games, designing sharding architectures inspired by MMOs, building developer tools tailored for gaming, and enabling emergent economic behaviors through crypto integrations. Scott also discusses their recently launched game, Dark Frontier, and how the team aims to leverage open sourced development to spur organic game content creation. Tune in to hear about all of this and much more! - - Follow Scott:https://twitter.com/smsunarto Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.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 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 0X20 to get 20% 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:30) Argus & Dark Frontier Launch (13:04) Navigating Web3 for Game Devs (26:55) Ping Latency & Impact on Web3 Elements (31:01) DAS London Ad (31:57) Web3 Architecture (46:32) Dev Incentivization & Rewards (50:28) Open-sourcing Dark Frontier (59:03) Why Crypto Gaming? - - Resources https://blog.argus.gg/world-engine/ - - 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.

In this week's interview Matt and Billy from Intuition discuss their vision for a decentralized identity protocol that aims to revolutionize how data is managed and monetized on the internet. They delve into the importance of credible neutrality in knowledge graphs, the four pillars of incentives that drive user participation, and how Intuition's middleware layer refines data to create a more efficient and user-centric online experience. Thanks for tuning in! - - Follow Matt: https://twitter.com/h0xrus Follow Billy: https://twitter.com/0xbilly Follow Intuition System: https://twitter.com/0xIntuition Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Spencer: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch10-3334 - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana. https://blckwrks.co/Marinade - - Timestamps: (0:00) Introduction (3:42) Intuition Origin Story (12:41) Incentives for Publishing (19:06) Wormhole Ad (19:45) Pear Ad (20:10) Marinade Ad (20:49) Avalanche Ad (21:31) 3 Layers of Intuition (35:14) Future of Digital Communities (42:14) Reputation & Educational Incentives (53:23) Economic Incentives on Networks (1:01:22) Intuition 5-Vision - - 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.

In this episode, Natalie from Bain Capital Crypto and Ben from Seed Club join us to discuss consumer applications in crypto. We dive into Seed Club’s recent Demo Day, viewing consumer crypto from an investor’s perspective, and the current state of crypto gaming. Additionally, we cover ongoing experiments with crypto social apps, and the NFT market going forward. Finally, Natalie and Ben give their advice to founders building in crypto today. 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. -- Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs -- Follow Natalie: https://x.com/eclecticcapital Follow Ben: https://x.com/benroy__ Follow Boccaccio: https://x.com/tripleboccaccio Follow Dan: https://x.com/smyyguy Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (9:42) Seed Club Demo Day & Consumer Crypto (20:38) Crypto Gaming Today (28:07) LayerZero Ad: Blockdaemon (30:51) Experimenting With Crypto Social Apps (37:54) The NFT Market Going Forward (53:22) Advice for Founders -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design. 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. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Noah: https://x.com/TraderNoah Follow Felipe: https://x.com/TheiaResearch Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:50) Why Focus On Liquid Tokens? (9:10) Token Only Teams vs Token & Equity Teams (17:34) Permissionless III Ad (18:48) Reconciling Fundamentals and Valuation (26:48) Dealing With Malicious MEV (33:06) Activist Investing In Crypto (38:37) Token Design: Less Is More (43:40) Looking Towards the Next Three Years -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this interview, TN, the Co-founder and CEO of Pendle, discusses the protocol's journey from inception to its current state. He explains how Pendle enables users to tokenize and trade yield, focusing on the use cases of obtaining fixed rates and speculating on yield. TN shares insights on the protocol's growth, partnerships, and the impact of various narratives such as LRT and points trading. He also touches on user behavior changes, the decision to deploy on Arbitrum, and the roadmap for the future, including the development of Pendle V3 and the expansion of yield trading across different ecosystems. - - Follow TN: https://twitter.com/tn_pendle Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch7-2025 - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - -w Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions. Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs. Start building today at https://www.avax.network/ - - Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana. https://blckwrks.co/Marinade - - Timestamps: (0:00) Introduction (2:43) Pendle Overview & Journey (9:23) Bullish or Bearish Eth Staking Yield (19:39) Wormhole Ad (20:17) Pear Ad (20:42) Marinade Ad (21:21) Avalanche Ad (22:03) Revenue Generation (29:02) Change of User Behaviors (35:24) Why Arbitrum? (40:42) Roadmap & 10 Year Vision - - 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.

In this week's analyst table we are joined by Ren and Brick of the Blockworks research team to dive into the latest crypto news and governance updates. We analyze Noble's proposal to onboard as a Cosmos Hub consumer chain and share revenue back to the Hub. Spurred by Arbitrum's launch of Orbit, we also debate the long-term sustainability of layer 2 networks and whether competition will drive fees lower. Next, we examine dYdX's expanding validator set and the rise of liquid staking services like Stride. Later on, we dissect GBTC outflows and discuss how the SEC stalled Bitcoin adoption. Finally, we explore Orca's fee switch and the importance of widening minority representation for network security. Stay tuned for all this and much more! 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 Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Ren: https://twitter.com/purplepill3m Follow Brick: https://twitter.com/0x___Brick Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Resources Ondo Points https://ondo.foundation/points LP Analytics https://dune.com/ilemi/whirlpool GBTC Thread https://x.com/0xZergs/status/1746126672451993999 Bitcoin ETF Tracker https://heyapollo.com/bitcoin-etf - - Timestamps (0:00) Introduction (1:22) Noble Consumer Chain Prop for Cosmos Hub (4:56) dYdX LST Competition (11:30) GameStop Shuts Down NFT Marketplace (15:26) Manta Airdrop, Ondo Token Launch, & MakderDAO FDV (21:43) dYdX Segment: Keplr (28:07) Arbitrum Orbit Program (42:17) DAS London Ad (43:23) NEAR BOS & Sharding Roadmap (52:00) GBTC Widowmaker Trade & Outflows (1:00:00) Orca Fee Switch Revenue & Volume - - 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.

In today's interview we are joined by Head Chef of Pancakeswap, Mochi to dive deep into the upcoming PancakeSwap V4 upgrade. They discuss V4's modular three-layer architecture, which includes the accounting layer, AMM layer, and custom layer, enabling developers to create highly customizable liquidity pools and execute complex trading strategies through hooks. Chef Mochi shares insights on PancakeSwap's multi-chain expansion strategy, deflationary tokenomics designed to solve LP profitability issues, and the protocol's vision to evolve from a DEX into a comprehensive DeFi platform. Stick around for all of this and much more! - - Follow Mochi: https://twitter.com/chef_mochi Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch1 - - 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-asset-summit-2024-london/home - - Timestamps: (0:00) Introduction (1:34) PancakeSwap's Journey (8:41) PancakeSwap V4 Layers (18:48) PancakeSwap Crosschain Decision (21:13) Wormhole Ad (21:51) Permissionless Forking & DEX Innovcation (35:56) DEX Endgame (48:39) CAKE Tokenomics - - 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.

In today's episode Dan and Sam are joined by Ethena Labs team. Guy Young, Co-founder, and Conor Ryder, head of research, dive into the Ethena's aim to enable the internet bond and transform Ethereum into the first crypto-native yield bearing stablecoin. They dive into Ethena's revenue model, staking yield, depeg risk, bitcoin as collateral, and much more! As usual the team is also joined by two blockworks research analysts, Matt & Ren. Today they cover the GMX V2 launch, Coinbase earnings and Base season, Paypal pyUSD, and Arbitrum BoLD. - - Follow Guy: https://twitter.com/leptokurtic_ Follow Conor: https://twitter.com/ConorRyder Follow Dan: https://twitter.com/smyyguy Follow Ren: https://twitter.com/purplepill3m Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Use code 0X30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Introduction (01:21) CEX Trading vs GMX V2 (10:36) Coinbase Earnings & Base Launch (18:04) Paypal pyUSD (25:10) Arbitrum BOLD (29:40) “Atom Accelerator Ad” (30:59) Interview Start: Ethena Labs (32:53) Why Decentralized Stables are Needed (38:56) USDE User Flow & Underworking  (42:32) Hedging Counter-party Risk (48:00) USDE Demand Through Yield (51:10) Protocol Revenue (56:09) Deposit Conversions (1:01:06) stETH Depeg Scenario (1:11:52) Bitcoin as Collateral (1:15:03) L2 Strategy - - Resources GMX V2 https://twitter.com/blockworksres/status/1686413000218210305 Paypal pyUSD https://blockworks.co/news/paypal-launches-stablecoin BOLD on Arbitrum https://blockworks.co/news/arbitrum-validation-protocol-permissionless Ethena Labs https://www.ethena.fi/ - - 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.

In this episode, Haseeb Qureshi, and Mike Dudas debate whether VCs still matter in crypto. They unpack the rise of meme coins, crowd sale platforms, and the challenges of sustainable token models—while defending the evolving role of VCs as long-term partners in the ecosystem. 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. -- 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 Haseeb: https://x.com/hosseeb Follow Mike: https://x.com/mdudas Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:10) Why VCs Don't Matter (3:27) Counter Arguments (13:34) What is a Valid Criticism of Good VCs? (16:52) Is There Too Much Crypto Infrastructure? (26:01) Thoughts on Memecoins -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business models. They also touch on competition from other data availability solutions like EigenDA, the strong growth of Sui, and discusses scalability considerations around block building for validators. Dive into all of this and much more! 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 Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 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-asset-summit-2024-london/home - - Timestamps (0:00) Introduction (1:02) Uniswap DAO Goes Multichain (6:23) LidoDAO Temp Check for BNB wstETH Bridge (9:57) Rollups as a Service Data (28:38) Token Unlocks: OP & dYdX (31:38) UMA Oracle MEV Product: OVO (33:34) dYdX Segment: Noble (40:28) Jupiter Airdrop (49:35) Unibot Launches on Solana (1:02:33) DAS London Ad (1:03:40) Polygon Aggregation Layer (1:09:36) Sui TVL 4x - - 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.

In this week's episode of 0xResearch, Matthieu Gavaudan joins us to discuss DeFi's new primitive: Infinity Pools. Infinity Pools is an exchange that offers unlimited leverage on any asset, with no liquidations, no counterparty risk & no oracles. Matthieu explains how Infinity Pools works, why Infinity Pools is a step-change improvement, the next iteration of the protocol and so much more! - - Follow Matthieu: https://twitter.com/MLGavaudan Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources Infinity Pools https://infinitypools.finance/ Infinity Pools Twitter https://twitter.com/InfPools - - 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.

In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance. 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 Blockworks Research Arbitrum Report: https://x.com/blockworksres/status/1835773042359959814 Blockworks Research Metis Report: https://x.com/blockworksres/status/1839379026676506779 Blockworks Research Metaplex Report: https://x.com/blockworksres/status/1841107896941363380 Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/ -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.  The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.  Follow and reach out to @chaos_labs on X to learn more! -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Marc: https://x.com/marcarjoon Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (3:23) Animal Spirits Returning Onchain (4:13) Macro Shifts Across the Globe (10:01) Chaos Labs Ad (10:34) Permissionless III Ad (11:48) The Ethereum vs Solana Debate Rages On (20:46) Is Sui A Credible Competitor to Solana? (26:07) The Pros & Cons of VC Funding vs ICOs (40:05) Firedancer's Impact on Solana Performance -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss the current state of Ethereum! They cover Ethereum’s REV, the OP Collective’s business model, and the L1 to L2 relationship going forward. Additionally, they dive into Ethereum DA, and the splintering of the Ethereum community. Finally, they discuss the impact ETF flows might have on ETH in 2025. 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. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Follow 0xMims: https://x.com/0xMims Follow Dan: https://x.com/smyyguy 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:29) What is the Bull Case for ETH? (10:21) Ethereum REV (21:05) The OP Collective's Model vs Ethereum (24:24) The L1 to L2 Relationship Going Forward (33:21) SKALE Ad (34:04) Ethereum DA (44:11) Ethereum Community and ETF Flows (55:31) Closing Comments -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

Sam MacPherson joins us to discuss how Spark leverages MakerDAO's wholesale credit line to build a lending marketplace built around DAI. We talk about Spark's design, the pervading influence of MakerDAO's DSR, why spot stablecoin demand reigns supreme, Spark's L2 strategy, MakerDAO's shift to AMOs and more! And as usual, we start the episode with our analyst bullpen to discuss Gary Gensler's failure, Arbitrum's bug and social consensus, Solana's (not gonna happen) fork debate and if this is the worst bull market. - - Timestamps: (00:00) Introduction (01:14) Hot Seat/Cool Throne (32:25) Interview Start: Spark (38:23) How the DSR Enables the Lowest Rates in DeFi (41:08) Organic Spot Demand for Stablecoins (45:44) The DSRs Equilibrium Rate (49:15) Undercollateralized Lending (50:33) MakerDAO's Replacing the PSM with AMOs (53:54) Spark’s L2 Strategy (56:52) Fixed Rate Lending and DeFi’s Yield Curve (1:01:12) Every Protocol Will Vertically Integrate (1:03:12) Why Spark Forked Aave v3 (1:05:41) How the SubDAO Bidding Process Works (1:08:40) Revenue in High vs Low Rate Environments - - Follow Sam: https://twitter.com/hexonaut Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Matt: https://twitter.com/MattFiebach Follow EffortCapital: https://twitter.com/EffortCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Resources: Proof-of-Steak (Gary Gensler) https://twitter.com/GaryGensler/status/1623777842000539648? MakerDAO https://makerdao.com Phoenix Labs https://twitter.com/phoenixlabsdev - - 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.

In this interview, Saneel Sreeni, the founding member of Ritual, dives deep into the intersection of AI and crypto. He explains the concept of AI co-processors and how Ritual aims to be a sovereign execution layer for AI, enabling applications to access AI models in a decentralized manner through stateful precompiles. Saneel unveils the benefits of on-chain AI and addresses the current landscape of crypto AI projects. The conversation touches on Ritual's partnership with Celestia for data availability and their collaboration with Eigenlayer for restaking AI. Lastly, Sunil shares details about Ritual's recent partnership with MyShell and their plans for the Infernet SDK and the upcoming Ritual Superchain. Thanks for tuning in! - - Follow Saneel: https://twitter.com/sanlsrni Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://wormhole.com/0xresearch5-5563 - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana. https://blckwrks.co/Marinade - - Timestamps: (0:00) Introduction (2:21) What are Co-processors? (7:34) Benefits of Onchain AI Stack (11:52) What is Ritual? (18:36) Wormhole Ad (19:14) Pear Ad (19:40) Marinade Ad (20:18) Role of DA (24:54) AI Inference (27:30) Infernet SDK (33:17) Interoperability Approach (35:45) Crypto AI Landscape (43:26) Actual Crypto & AI Usecases (49:11) Restaking AI on EigenLayer (58:17) Ritual Roadmap - - 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.

In this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent default on Goldfinch and the broader challenges facing on-chain private credit markets. Finally, they explore the rise of Pump.Fun and the resurgence of meme coins. 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 Brick: https://twitter.com/0x___Brick Follow Matt: https://twitter.com/MattFiebach Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - https://x.com/_nishil_/status/1777048334664081548 - - Timestamps: (0:00) Introduction (1:08) Enabling Arbitrum Stylus (5:08) Velodrome DEX on Bitcoin (7:40) Solana & SUI Airdrops (13:39) dYdX Permissionless Smart Contracts (18:15) dYdX Segment: Axelar (22:53) Solana Transaction Failures (31:57) Aave & MakerDAO Debacle (43:37) Goldfinch Default (51:43) Pump.Fun Meme Infrastructure - - 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.

In this week's interview Hasu from Flashbots and Vasiliy from Lido DAO discuss the current state of Ethereum's issuance and staking dynamics post-merge. They explore the potential impact of institutional demand, solo staking, and restaking on the validator set and issuance policy. The conversation also touches on the evolving role of liquid staking derivatives like stETH and how Lido plans to adapt its strategy as more activity moves to Layer 2 rollups. Thanks for tuning in! - - Follow Vasiliy: https://twitter.com/_vshapovalov Follow Hasu: https://twitter.com/hasufl Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Westie: https://twitter.com/WestieCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages. Claim your unique Wormhole NFT at https://forms.clickup.com/45049775/f/1aytxf-16531/KJK3BCP3FQKVJLUAAX - - Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders. Start trading today at: https://www.pear.garden/ - - Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards. Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana. https://blckwrks.co/Marinade - - Timestamps: (0:00) Introduction (2:32) State of Eth Issuance (17:54) Wormhole Ad (18:33) Pear Ad (18:58) Marinade Ad (19:37) Avalanche Ad (20:19) Institutional Lido Demand (27:02) Changing ETH Issuance Curve (42:17) ETH Native Liquidity (47:24) Impact of ETH Restaking - - 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.

This week's analyst table has Blockworks Research Analysts Dan, Sam, Ren, and Brick diving into Pepe's recent 6.9 trillion token burn and Thorchain's RUNE token burning through its new lending protocol. They also cover governance proposals for Arbitrum staking rewards and Curve DAO's potential distribution of protocol revenue in CRV USD. They also dissect LidoDAO's reaction to LayerZero's "unilateral" wstETH deployment and the hype around Solana's upcoming Breakpoint conference. Enjoy! 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 Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Brick: https://twitter.com/0x___Brick Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/ - - MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch - - Timestamps (0:00) Introduction (2:15) Pepe Token Burn (3:41) Thorchain RUNE Token Burn (6:41) Friend.Tech Fork Failures (14:56) Hexens Ad (15:44) Arbitrum Staking Proposal (26:30) Curve crvUSD Protocol Revenue (35:47) Osmosis Incentivizing dYdX Liquidity (39:34) Metamask Ad (40:18) LayerZero wstETH Bridge Deployment (50:22) Are You Sidelined? (1:00:41) dYdX Launch - - Resources What To Expect dYdX V4 https://app.blockworksresearch.com/research/what-to-expect-from-d-yd-x-v4 - - 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.

In this episode, our Blockworks Research analysts discuss the current state of the market, Super Cycle cope, and Ethereum’s future. They also dive into the idea of native rollups, and what it means to be aligned with Ethereum. Finally, they unpack Berachain’s launch; what went right, what went wrong, and what might happen going forward. 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 Berachain Launch: https://app.blockworksresearch.com/flashnotes/berachain-launch Berachain Dashboard:https://x.com/blockworksres/status/1889361323676594550 -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- 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. -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- Follow Darren: https://x.com/0xMims Follow Marc:https://x.com/marcarjoon Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:12) Market Outlook (6:02) Super Cycle Cope (10:36) Ads (SKALE and Ledger) (11:17) Eth Strategy & Ethereum's Future (22:58) Native Rollups & Ethereum Alignment (35:24) Ads (SKALE and Ledger) (36:40) Berachain Launch (45:56) Timing Launches (54:53) Surely People Will Start Building Apps? -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Doug Colkitt joins us to discuss how AMMs can limit toxic flow, maximize capital efficiency and become primary venue for price discovery. We cover the design of Ambient, the benefits of a single contract DEX, how dynamic fees benefit LPs, strategies to reduce toxic flow, balancing the incentives of makers vs takers, why Unsiwap dominates and more! And as usual, we start the episode with our analyst bullpen to discuss Polygon's ZK announcement, the Cosmos Hub's momentum, SAP's crypto announcement, the convergence of rollups and appchain design, - - Timestamps: (00:00) Introduction (00:58) Hot Seat/Cool Throne (36:20) Interview Start: The AMM Landscape (44:19) Ambient’s Single Contract DEX (47:54) How Lower Gas Fees Impact Toxic Flow (50:17) Ambient’s Dynamic Fee Design (58:54) The Uniswap v4 Announcement (59:56) Balancing Incentives for Makers vs Takers (1:04:20) Surplus Collateral Positions and Gasless Trades (1:08:41) Will Retail Flow Default to DEX Aggregators? (1:09:56) Ambient’s Governance Structure and Hooks (1:16:00) Knockout Liquidity (1:20:14) On-Chain Price Discovery and Latency (1:28:42) Why is Uniswap Crushing Everyone Else? - - Follow Doug: https://twitter.com/0xdoug Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow David: https://twitter.com/EffortCapital Follow Westie: https://twitter.com/WestieCapital Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Resources: Ambient https://us.ambient.finance/ https://twitter.com/ambient_finance SAP's USDC payment announcement https://blockworks.co/news/sap-touts-blockchain-solution-payments Dualty's Cosmos Hub RS proposal https://forum.cosmos.network/t/proposal-draft-launch-duality-on-replicated-security/10932 Modular vs Monolithic Twitter thread https://twitter.com/digitalmustafa/status/1672301896584040449 - - 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.

In this week's interview Sam and Ren are joined by Brendan Farmer, the Co-Founder of Polygon. Brendan unpacks why no single blockchain can scale like the internet due to heterogeneous requirements across chains. He then introduces Polygon's solution - an Aggregation Layer that enables low-latency, trustless interoperability between ZK rollups to scale access to shared liquidity and state. They dig into interoperability and liveness, updates on ZK proof innovation, how the Polygon CDK and Aggregation Layer preserve sovereignty for connected chains, and the outlook for developer adoption to grow the Polygon ecosystem. To close out they also discuss novel use cases enabled by the Aggregation Layer. Thanks for tuning in! - - Follow Brendan: https://twitter.com/_bfarmer Follow Sam: https://twitter.com/swmartin19 Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 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 0X20 to get 20% 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-asset-summit-2024-london/home - - Timestamps: (0:00) Introduction (3:53) The Aggregation Layer of Crypto (6:46) Polygon CDK Vision (10:48) Novel Aggregation Layer Use Cases (19:15) DAS London Ad (20:21) Security & Risks of Agg Layer (25:57) ZK Proofs Updates (32:47) Agg Layer Value Accrual (42:03) End Vision of Aggregation Layer (47:02) POL Token Dynamics - - Resources https://mirror.xyz/0xfa892B19c72c2D2C6B10dFce8Ff8E7a955b58A61/TXMyZhhRFa-bjr7YHwmJpKBwt2-_ysirbh_VpNy3qZY - - 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.

Lucas Bruder (Baffalu), Co-founder & CEO of Jito Labs, joins us this week to dive into their flagship Liquid Staking product JitoSol. Dan and Sam explore Solana MEV, liquid staking, validator decentralization and Solana's DeFi future. And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and Pibblez to discuss why Arkham's token has not been received well, Stargate V2 sybil volume, dYdX MEV stance, and Ethereum staking. - - Timestamps: (00:00) Introduction (01:21) Hot Seat & Cool Throne (29:11) Interview Start: Lucas Bruder (29:33) What is Jito Labs & Solana MEV  (37:11) TLDR on Solana-Jito Client  (41:11) Validator Set & Decentralization (46:23) JistoSol & Liquid Staking (55:52) How does JitoSol Dominate Market Share? (1:05:27) Solana Innovation Moving Forward - - Follow Buffalo: https://twitter.com/buffalu__ Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Pibblez: https://twitter.com/0xpibblez Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!  - - Resources: Jito Labs https://www.jito.wtf/ https://explorer.jito.wtf/ https://www.jito.network/ - - 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.

In this episode of 0xResearch, Steven Goldfeder, co-founder and CEO of Offchain Labs, joins to discuss Arbitrum's latest developments. To kick things off, Steven breaks down Timeboost, a new transaction ordering policy aimed at balancing fairness and MEV value capture. We also dive into Ethereum’s interoperability challenges, governance dynamics, and the long-term vision for scaling and innovation. 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 ARB: A Timeboost Turnaround?: https://app.blockworksresearch.com/flashnotes/arb-a-timeboost-turnaround -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Follow Steven: https://x.com/sgoldfed Follow Darren: https://x.com/0xMims Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:55) What is Timeboost? (12:11) Feedback on the Timeboost Proposal (14:22) Achieving True Interoperability (20:28) Real-time Proving and Its Impact on Interop (26:56) The Evolution of Wallets (31:16) What Should Ethereum Enshrine? (39:32) dYdX Snippet (43:04) The L2 Landscape Today (48:51) Arbitrum Governance (59:34) Looking 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 -- 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.

In this episode, Jito Labs CEO Lucas Bruder joined us at DAS to discuss crypto’s growing dialogue with regulators, and the potential for staked ETFs. We also dive into Solana governance, SIMD-228 and SIMD-123, and the evolving validator landscape. 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 JitoSOL Securities Classification Report: https://x.com/buffalu__/status/1902008044566839601 -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Missed DAS? Join us from June 24th-June 26th at Permissionless IV!  Tickets: https://blockworks.co/event/permissionless-iv -- Follow Lucas: https://x.com/buffalu__ Follow Dan: https://x.com/smyyguy Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:09) JitoSOL Securities Classification Report (5:00) Staked ETFs (6:31) Thoughts on SIMD-228 & SIMD-123 (13:15) dYdX Snippet (18:01) The End State For Solana Validators (22:34) Solana Governance (25:36) Jito Foundation's Tokenomics Proposal (28:58) Are There Any Efficient DAOs? (31:25) The Future of Jito Tips -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Tolks from PageOne and Kez from Parsec join to discuss their thoughts on the current market environment. Our guests dive into the polarizing subject of celebrity token launches, how Telegram’s blockchain ecosystem flew under the radar, and more. They unpack the Bitcoin ETF flows, the upcoming Ethereum ETF, AI Agents, Memecoins and Social Tokens, and the Base Ecosystem. 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. -- Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs -- Follow tolks: https://x.com/_tolks  Follow kez: https://x.com/kez4twez  Follow Boccaccio: https://twitter.com/tripleboccaccio  Follow Dan: https://x.com/smyyguy  Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:22) Bitcoin ETF Inflows (6:00) Thoughts on the Ethereum ETF (13:56) Sanctum's Token Announcement (23:41) Echelon Prime Announces a New Game (26:32) AI Agents (29:03) LayerZero Segment: TraderJoe (34:54) Celebrities Launching Memecoins (39:38) The Hyperliquid L1 (45:17) Telegram's Blockchain (53:22) The Base Ecosystem (1:04:00) Ordinals & Runes -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s. 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 Blockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-theses Putting a Premium on Stability: https://app.blockworksresearch.com/research/putting-a-premium-on-stability Suilend: Sui’s DeFi Hub: https://app.blockworksresearch.com/flashnotes/suilend-sui-s-de-fi-hub -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- Follow Luke: https://x.com/0xMether Follow Carlos: https://x.com/0xcarlosg Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio 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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:08) Looking Ahead to 2025 (11:07) AI Agents and the Next Wave of Influencers (24:01) Skale Ad (24:43) Chaos Ad (25:16) Ethena Keeps Rolling in 2025 (34:24) Stablecoin Supply Skyrockets (46:45) The Next Generation of L1s (53:30) Final Thoughts -- 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, the analyst team discusses the venture capital backed tokens and low float token models. They unpack the challenges posed by low float token models and the potential risks they present to investors. The team examines the drama surrounding Io.net's GPU count and the importance of transparent communication in the crypto space. Additionally, they explore the upcoming end of Hyperliquid's points program and its significance for the platform's future. The episode also touches on Stripe's integration of crypto payments using Solana and Avalanche, as well as the ezETH depeg incident. 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 our opinions, not financial advice. - - Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs - - Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Brick: https://twitter.com/0x___Brick Follow Ryan: https://twitter.com/_RyanRConnor Follow Carolina: https://twitter.com/GoldDefi Follow Blockworks Research: https://twitter.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 Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Timestamps (0:00) Introduction (1:00) Stripe Integrates Crypto Payments (11:56) Brevin Howard Memecoin Investment (19:07) VC Backed Token Models (29:16) Echo Opening up Privates (33:58) Io.net Drama (41:08) LayerZero Segment: Clusters (45:55) ezETH Depegs (55:48) HyperLiquid Points Program - - 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.