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333 episodes — Page 5 of 7

Exploring DeFi: Restaking, Stablecoins, and Governance Attacks | Analyst Round Table

In this episode, Blockworks Research analysts discuss what’s happening in DeFi today. They cover the recent success of Kamino Finance, Jito’s restaking announcement, and the recent AAVE Governance proposals. Additionally, they talk about PayPal’s entrance into the DeFi space with their PYUSD stablecoin. Finally, they unpack the recent Compound Finance governance attack. 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 -- Follow Nikhil: https://x.com/0xnikhilchat Follow Luke: https://x.com/0xMether 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 (1:34) Kamino Finance (5:16) Recent AAVE Governance Proposals (19:32) Jito Restaking (29:24) Permissionless III Ad (30:38) PayPal's PYUSD Incentives (40:01) The Compound Governance Attack (47:49) Ore v2 Update -- 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.

Jul 31, 202455 min

How Parcl is Bringing the Real Estate Markets Onchain | Trevor & Jason

In this episode, we’re joined by Trevor and Jason from Parcl to discuss their journey so far. We dive into the original inspiration for Parcl, real estate adoption onchain, and potential expansion beyond real estate. Additionally, we talk about improving the quality of real estate data, and PRCL token utility. Finally, we hear about what it was like building through the last bear market, and what the future has in store for Parcl. 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: Parcl: A New Frontier for Real Estate Markets | Blockworks Research https://app.blockworksresearch.com/unlocked/parcl-a-new-frontier-for-real-estate-markets Blockworks Research Thread on Parcl: https://x.com/blockworksres/status/1813930752855396798 -- 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 Trevor: https://x.com/trevorjbacon Follow Jason: https://x.com/jasonlewris 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 (3:00) What Inspired Parcl? (5:55) Real Estate Adoption Onchain (17:31) Potential Expansion Beyond Real Estate (20:40) Permissionless Ad (21:54) Polygon Ad (22:45) Avalanche Ad (23:27) Improving the Quality of Real Estate Data (35:20) PRCL Token Utility & Points Program Reflections (43:20) Building Through the Bear Market (47:53) The Future of Parcl -- 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.

Jul 25, 202452 min

TradFi is Coming: Has Crypto Changed Forever? | Analyst Round Table

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.

Jul 24, 20241h 3m

Crypto’s Identity Crisis: Investing in a Better Tomorrow | Matti & Rapolas

In this episode, we’re joined by Matti and Rapolas from Zee Prime Capital to discuss the evolution of SocialFi, the current state of the crypto markets, and some of the innovative projects they are backing. They dive into the importance of adaptability in venture markets, how culture arises onchain, and explore crypto’s identity crisis. Finally, they look back on the Fat Application Thesis, and how things have played out thus far. 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 Matti: https://x.com/mattigags Follow Rapolas: ​​https://x.com/long_solitude 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/ Check out the Zee Prime Capital Blog: https://zeeprime.capital/blog -- Timestamps: (0:00) Introduction (3:18) What's Interesting in Crypto Today? (8:42) The Prevalence of Infrastructure (24:12) SocialFi's Evolution (34:39) Permissionless Ad (35:53) Polygon Ad (36:43) Avalanche Ad (37:25) Do Tokens Generate Culture? (46:31) Approaching Problems in the Market (52:28) Crypto's Identity Crisis (1:00:56) Tackling Different Market Sectors as an Investor (1:09:11) The Fat Application Thesis -- 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.

Jul 18, 20241h 13m

Are There Too Many Liquid Staking Tokens? | Analyst Round Table

In this episode, Blockworks Research analysts discuss Trump’s potential impact on the crypto markets, single asset vs bundled spot ETFs, and recent developments in the Hyperliquid ecosystem. Additionally, they explore the role of Maker in the DeFi space and its business fundamentals. Finally, they dive into the significance of LSTs in the market today, and the challenges they will face in 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. Resources: Inside Hyperliquid’s Onchain Perp DEX Vision | Jeff Yan YouTube: http://youtu.be/cxyUtPoC1-E Apple: http://apple.co/4b0ut8M Spotify: http://spoti.fi/4b0uyt6 -- Special thanks to our sponsor LayerZero Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs -- Follow Luke: https://x.com/0xMether 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 (1:50) Trump's Impact on the Crypto Markets (3:44) Are More Crypto ETFs Coming? (10:03) MakerDAO and DeFi 1.0 (23:02) LayerZero: Ethena Ad (25:15) Developments in the Hyperliquid Ecosystem (38:53) Sanctum Launches Profiles v2 (42:51) How Many LSTs Are Needed? -- 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.

Jul 17, 202452 min

Inside the Future of Cosmos and Appchains| Jehan Tremback

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.

Jul 11, 20241h 1m

Are New Tokens Always Better? | Analyst Round Table

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.

Jul 10, 20241h 2m

Eclipse and the Next Generation of Rollups | Terry & Ren

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.

Jul 5, 202449 min

Crypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round Table

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.

Jul 3, 20241h 2m

Driving Mass Adoption: TON’s Breakthrough Mini Apps

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.

Jun 27, 20241h 7m

The Next Wave of Consumer Crypto Applications | Analyst Round Table

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.

Jun 26, 20241h 3m

The MetaDEX: Aerodrome & Velodrome Explained | Ace & Alexander

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.

Jun 20, 20241h 6m

Does Crypto Have Any Real Users? | Analyst Round Table

In this episode, the Blockworks Research Team dives into an age old question: where are the users? They discuss applications on Solana, real world use cases on Near, and competition among data availability layers. Finally, they speak on why infrastructure continues to dominate the industry, and what it will take for gaming in crypto to gain traction. 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 Brick: https://x.com/0x___Brick Follow EffortCapital: https://x.com/EffortCapital 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 (3:51) Solana's Execution Layer & Applications (8:54) Activity on Near & Data Availability Layers (23:14) Infrastructure Dominance (40:39) LayerZero: Angle Protocol Ad (45:47) Crypto Gaming (1:01:06) Perp DEX UX -- 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.

Jun 19, 20241h 6m

Inside Hyperliquid's Onchain Perp DEX Vision | Jeff Yan

In this episode, Jeff Yan, Co-founder of Hyperliquid, joins to discuss Hyperliquid’s journey and growth thus far. He provides insights into how they developed the HyperBFT consensus algorithm, Hyperliquid’s Vault System, and their plans to decentralize the Hyperliquid L1. Jeff also gives his thoughts on competing with Centralized Exchanges, and what’s in store for Hyperliquid in 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. -- 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-18571/OKMZT6A2GPAA9B6X6V -- 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 Jeff: https://x.com/chameleon_jeff Follow Boccaccio: https://twitter.com/tripleboccaccio Follow Carolina: https://x.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 (1:50) Hyperliquid Overview (6:05) Competing with Centralized Exchanges (7:51) Hyperliquid's Vault System & Bridging Experience (13:59) The Hyperliquid L1 (19:11) Building the HyperBFT Consensus Algorithm (21:26) Wormhole Ad (22:04) Pear Ad (22:30) Products Built on Top of the Hyperliquid L1 (32:30) Decentralizing the L1 (38:19) Bootstrapping Hyperliquid (42:10) Consolidating Users on One Chain (45:36) Future Plans for Hyperliquid -- 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, Carolina, and our guests may hold positions in the companies, funds, or projects discussed.

Jun 13, 202452 min

Making Sense of Crypto's Sentiment & Fundamentals | Analyst Round Table

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.

Jun 12, 20241h 9m

Navigating DeFi in 2024 | Matt & Aryan

In this special analyst round table episode, Aryan and Matt of CMT Digital dive deep into DeFi in 2024. Topics discussed include the emergence of restaking protocols, the challenges of toxic order flow, and the shifting dynamics of crypto valuations and incentives. The conversation also explores the potential of intent-based execution, the economic security of EigenLayer, and the challenges of balancing low float with high FDV. 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. - - 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-16571/7XLRRC4YQAMEFKRLDX - - 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 Aryan: https://x.com/Aryonchain Follow Matt: https://x.com/mcasto_ 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 of CMT Digital (5:04) App Landscape Retrospect (10:11) Future of Cashflow Projects (15:53) Tokenized Equities (20:35) Intent Market Structure (24:08) Wormhole Ad (24:46) Pear Ad (25:11) Avalanche Ad (25:53) Restaking & Economic Security (36:37) NEAR Thesis (43:12) Arweave & AO Thesis - - 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.

Jun 6, 202448 min

The Search for Reasonably Priced Tokens | Analyst Round Table

In this episode, the 0xResearch team dives into the world of Solana DeFi, exploring the potential of undervalued tokens and discussing the disconnect between quality products and token valuations. The conversation also covers Polymarket's impressive growth, Arbitrum's controversial $250M gaming fund, and the risks exposed by Linnea's recent sequencer pause. The analysts examine the challenges facing crypto gaming adoption and debate the merits of meme coins versus prediction markets. Finally, they discuss Vertex's innovative approach to solving liquidity fragmentation across different chains. 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 Ryan: https://x.com/_RyanRConnor Follow Carolina: https://x.com/GoldDefi 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/ - - Timestamps: (0:00) Introduction (0:36) Linea's Pauses Sequencer (7:37) Arbitrum $250m Bet on Gaming (22:01) Polymarket Success (34:16) Layer Zero Segment: Stargate (41:29) Sub $500m Valuation Coins - - 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.

Jun 5, 202457 min

The Modular Integration Spectrum | Keone & Zon

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.

Jun 5, 20241h 3m

Magic Eden's Contrarian Strategy to NFT Trading | Zhuoxun Yin

In this episode, Zhuoxun Yin, COO of Magic Eden, joins to discuss the evolving NFT landscape and their journey across multiple blockchains. He shares insights into the challenges of building NFT marketplaces on different chains, Magic Eden's multi-chain expansion strategy, and their new cross-chain wallet. Zhuoxun also offers his perspective on NFT market cycles, emerging trends like NFTfi, and Magic Eden's mission to make NFTs accessible to users of all levels. Thanks for tuning in! - - Follow Zed: https://x.com/@ZhuoxunYin Follow Dan: https://x.com/smyyguy 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/ - - 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-16571/7XLRRC4YQAMEFKRLDX - - 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 (3:25) Bitcoin NFT Ecosystem Focus (19:22) Wormhole Ad (20:00) Pear Ad (20:25) Avalanche Ad (21:07) Magic Eden's Moat (32:03) Magic Eden Wallet Positioning (43:34) Trading UX & UI (51:27) Future of NFTs & Magic Eden - - 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.

May 30, 202455 min

Inside Eigenlayer's Vision for Decentralized Security | Sreeram Kannan

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.

May 23, 20241h 18m

The End of NFT Scarcity | Analyst Round Table

In this special analyst round table episode, Boccaccio is joined by the Page One crew - Boffin, Tervo, and Tolks - to discuss the evolving landscape of NFTs, tokenization, and memecoins. The conversation starts with the rise of fantasy sports-like games in the crypto space, such as Fantasy Top, and how they compare to traditional NFTs in terms of engagement and complexity. The group then delves into the shift from scarcity to abundance in the NFT market, the increasing importance of onchain reputation, and the potential for tokenizing real-world assets. They close out by discussing the current airdrop meta, the memecoin super cycle, and emerging experimental primitives like Rug.Fun. 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 Tervo: https://x.com/tervoooo Follow Tolks: https://x.com/_tolks Follow Boffin: https://x.com/ninjaboffin 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 (1:18) Background & Origin Story (7:30) State of Crypto Gaming (12:21) Dillution Mechanics of SocialFi Apps (34:03) Airdrop Meta (54:40) Onchain Assets (1:06:09) Onchain Bonds (1:06:47) LayerZero Segment: Radiant (1:10:07) Memecoin Supercycle - - 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.

May 22, 20241h 19m

Ethereum's Staking Debate: Decentralization vs. Security vs. Yield | Hasu & Vasiliy

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.

May 16, 20241h 7m

Consumer Crypto's Frictionless Speculation | Analyst Round Table

In this episode, the research crew dives into the recent launch of VanEck's meme coin index, the state of consumer crypto adoption, and the controversy surrounding key opinion leader (KOL) investment rounds. The conversation also touches on the challenges faced by AMMs in the form of loss versus rebalancing (LVR), and how this issue compares to impermanent loss. 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 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) Introduction (1:11) VanEck Meme Index (13:40) Consumer Crypto Adoption (21:11) Are Memes Onchain Fun? (27:18) Consumer Crypto Performance (33:25) LayerZero Segment: EtherFi (37:12) KOL Round Controversy (55:26) The State of LVR - - 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.

May 15, 20241h 9m

Reclaiming Your Online Identity with Intuition | Matt & Billy

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.

May 9, 20241h 10m

Fantasy Top & FriendTech: SocialFi or Speculation? | Analyst Round Table

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.

May 8, 20241h 22m

Inside M0: The Decentralized Bank of DeFi | Luca Prosperi

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.

May 2, 20241h 7m

VC Tokens vs. Memecoins: Which is Ruining Crypto? | Analyst Round Table

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.

May 1, 20241h 10m

Is Ethena's Yield Sustainable? Protocol Risks & Scaling Strategy w/ Founder Guy Young

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.

Apr 25, 202454 min

Runes: BRC-20s Replacement or Just More Hype?

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.

Apr 24, 20241h 14m

Navigating DeFi's Evolving Yield Landscape with Pendle | TN, Co-founder

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.

Apr 18, 202450 min

Uniswap's Dilemma: Prioritizing Equity Holders or Token Holders? | Analyst Round Table

In this episode Dan, Ren, and Boccaccio dive deep into this week's biggest news. They discuss the launch of spot Bitcoin and Ethereum ETFs in Hong Kong, the upcoming tradability of the Parcel token, and the partnership between Aptos and Ionet. The team also discusses Monad's $225 million raise, Sui's gaming device, and the SEC's Wells notice to Uniswap Labs. To close out they cover the Tensor airdrop woes and the launch of EigenDA. 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 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 (1:11) Parcel Token Launch (5:14) Aptos & Ionet Partnership (15:37) $225m Monad Raise & SUI Gaming Device (28:05) Binance Lists TAO Spot (31:10) dYdX Segment: Wintermute (36:36) MarginFi's Meltdown (47:25) SEC Uniswap Labs Wells Notice (1:07:14) Tensor Airdrop Woes (1:15:49) EigenDA Live - - 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.

Apr 17, 20241h 26m

How AI and Crypto Intersect on Ritual's Sovereign Execution Layer | Saneel, Founding Member

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.

Apr 11, 20241h 1m

The MakerDAO-Aave Debacle: Risks and Rewards of Collateralizing DAI | Analyst Round Table

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.

Apr 10, 202458 min

Unlocking Bitcoin's Economy with L2s | Orkun, Citrea Co-founder

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.

Apr 5, 202454 min

MEV Wars: The Rise of Vertically Integrated Relays | Analyst Round Table

In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token airdrops from Wormhole and Ethena, and whether they could provide a major stimulus to ecosystems. Finally, the team scrutinizes the recent Munchables exploit on Blast, the incentive flaws in BitTensor's decentralized AI model, and the AI potential of projects like HiveMapper that utilize reinforcement learning. As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. - - Follow Westie: https://twitter.com/westiecapital Follow Effort: https://twitter.com/EffortCapital 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 (1:13) Arbitrum Phase 3 Grant Program (6:08) Partial Set Security & ICS 2.0 (16:28) Echo & Seed Round Investing (21:37) Titans Integrated Relay Launch (30:20) MEV Blocker Fee Switch (33:20) Ethena & Wormhole Token Airdrops (41:27) Blast Munchables Exploit (49:42) Bittensor Token Dynamics & Demand - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Apr 4, 202458 min

Elixir's Trustless & Permissionless Liquidity Vision for Order Book Exchanges | Philip, Founder

In today's interview, Philip, the founder of Elixir, discusses how his project aims to democratize access to liquidity provisioning on order book exchanges. He explains Elixir's unique architecture as a modular DPOS blockchain that uses a market making algorithm to allow anyone to supply liquidity to order books in a trustless fashion. Philip dives into the technical details of how Elixir pulls order book data from exchanges, comes to consensus, and posts orders back to the exchanges. The conversation also touches on the Apothecary liquidity provisioning program and Philip's conviction that on-chain order books will prevail over AMMs long-term for serious traders. - - Follow Philip: https://twitter.com/0xphilip 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/0xresearch2-6532 - - 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) What is Elixir? (8:23) Elixir Architecture (24:38) Wormhole Ad (25:16) Pear Ad (25:41) Universal Order Book Cold Start Solver (34:38) Integration Strategy & Permissionless Onboarding (49:09) Validator MEV & Malicious Behavior (53:45) Onchain DEX Architecture Endgame - - Resources https://www.elixir.xyz/ https://twitter.com/elixir - - 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.

Mar 28, 20241h 2m

How do Protocols Retain Users After Airdrops? | Analyst Round Table

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.

Mar 27, 20241h 8m

The Memecoin Dilemma: Fueling Adoption or Derailing Progress? | Analyst Round Table

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.

Mar 20, 202453 min

Inside PancakeSwap's Multi-chain Expansion Strategy | Mochi, Head Chef at PancakeSwap

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.

Mar 15, 202458 min

Inside MakerDAO's DSR Hike: Balancing Demand and Revenue in a Bull Market | Analyst Round Table

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.

Mar 13, 20241h 4m

Debating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and Hasu

In today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token farming incentives. The guests also debate the challenges MakerDAO faces in igniting organic demand for DAI and finding product-market fit between more centralized stablecoins like USDC. Stick around for all of this and much more! - - Follow Vance: https://twitter.com/pythianism Follow Mark: https://twitter.com/AesPoker Follow Hasu: https://twitter.com/hasufl Follow Sam: https://twitter.com/swmartin19 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/ - - Resources https://www.steakhouse.financial/projects/makerdao-financial-report-2023 PDF: https://drive.google.com/file/d/196mQAbiajSnjFM3SJq-pGuF8GhUwKtL3/view?usp=sharing PDF (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmdPmF9EuogwY5F2VHbYXG6eke8hYBvBc5p5rXQtvg1WtM EPUB: https://drive.google.com/file/d/18MVlmvd-b-bnFXAu2hnp7P0cPgj5DYHN/view?usp=sharing EPUB (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmXnr3VdsgM5MDjN3yMWmerQjWQMU54ExVW2yncSM9PAiA - - 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 (1:37) MakerDAO Overview (5:29) Maker's RWA Adoption (15:52) Future of DAI Adoption (21:27) Bull Case for Maker (28:36) DAS London Ad (29:43) MakerDAO Endgame (35:20) subDAO Structure Inefficiencies (46:04) Maker Token Demand - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Mar 8, 20241h 5m

The Future of dYdX & Decentralized Trading | Antonio Juliano, Founder

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.

Mar 7, 202447 min

Coinbase's L2 Edge: Can Robinhood & Arbitrium Catch Up? | Analyst Round Table

In this week's analyst round table the crew discusses the latest news and trends in the crypto space. They kick things off by analyzing Eigen Layer's impressive growth to $10 billion in TVL and debating how high that number could go. The conversation then turns to hot topics like Arbitrum's proposed $400 million gaming fund, Coinbase's dominance and future prospects, Magic Eden's resurgence in the NFT market thanks to Bitcoin Ordinals, and the novel AI agent staking model introduced by Autonolas. Stick around 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 Effort: https://twitter.com/EffortCapital 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 (1:12) Eigen Layer Crosses $10b TVL (14:38) Robinhood & Arbitrum Team Up (17:20) dYdX Segment: SubDAO (21:47) EthDenver AI & DeFi Conversations (32:00) DAS London Ad (33:06) Coinbase Dominance (46:49) Magic Eden's NFT Market Return (54:35) Autonolas AI Agents (1:04:00) The Memecoin Cycle - - 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.

Mar 6, 20241h 12m

Avail: Unifying and Scaling Modular Execution Layers | Prabal Banerjee, Avail CEO

In this week's interview Sam and Ren are joined by Prabal Banerjee, CEO and Co-founder of Avail, to discuss Avail's robust base layer designed to meet the needs of next generation, trust minimized applications and sovereign rollups. They kick off by unpacking what Avail is and how it enables validity proofs and erasure coding instead of fraud proofs, aiming to provide stronger guarantees especially for ZK rollups. Prabal also contrasts this with other DA solutions and committee-based approaches. Stay tuned for all of this and much more! - - Follow Prabal: https://twitter.com/prabalbanerjee 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 (1:34) Avail Overview (12:06) Avail DA Solution Design (33:34) Why Ethereum? (36:33) DAS London Ad (37:39) DA Building Process (50:05) Application Design Space on Avail (1:00:19) Avail Token Design - - 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.

Feb 29, 20241h 3m

Why AI, Ordinals, and Blast are Heating Up | Analyst Round Table

In today's analyst round table the analyst cry unpacks the latest crypto market news including Eigenlayer's massive $100m raise, growing ordinal NFT volumes, and Uniswap's protocol fee switch proposal. They then covered the surging hype and volumes around ordinal NFTs on Bitcoin, the Uniswap fee switch proposal, and the success of Blast's growth tactics including token locking programs and gaming dynamics to drive adoption. To close out the team debates on whether excitement around AI and crypto projects like Worldcoin is warranted. 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 Brick: https://twitter.com/0x___Brick Follow Westie: https://twitter.com/westiecapital 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 (1:17) Eigen Layer $100m Raise (3:53) Ordinal Season (8:13) Ethena Insurance Fund (15:51) dYdX Segment: Osmosis (21:57) Uniswap Fee Switch (32:35) Blast Growth & Mainnet Launch (42:55) DAS London Ad (44:02) Ordinal Volume Growth (52:53) Worldcoin $81B FDV - - 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.

Feb 28, 20241h 8m

Everything You Need To Know About Sui | Evan and Adeniyi, Co-founders at Mysten Labs

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.

Feb 22, 202457 min

Coinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round Table

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.

Feb 21, 20241h 9m

Why One Chain Can't Rule Them All: Polygon's Aggregation Layer for Scalable Blockchains | Brendan Farmer

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.

Feb 15, 202452 min

Why the Next Ethereum Upgrade Will Ignite Layer 2 Ecosystems | Analyst Round Table

In today's analyst roundtable Sam, Ren, Matt, and Pibblez dive into a range of topics including Arbitrum's incentives program, issues with Solana's fee markets, Bitcoin L2 solutions, potential for Ethereum ETFs that enable staking, and the the upcoming Shanghai upgrade bringing several EIPs. The conversation opens by analyzing Arbitrum's incentives program, finding the TVL growth did not justify the high customer acquisition costs. They then dive into Solana's fee market issues, including inefficient compute usage and easy account spamming. Shifting focus to Bitcoin, the merits of different layer 2 construction approaches are weighed. Potential Ethereum ETFs come up next, with hosts excited by the prospects of staking rewards further enriching companies like Coinbase. Finally, the major improvements of Ethereum's upcoming Shanghai upgrade are discussed, including several EIPs that will directly boost the Layer 2 ecosystem. 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 Pibblez: https://twitter.com/0xpibblez 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://dune.com/hildobby/btc-etfs https://hackmd.io/6lwnNQf2RTmc3UQoWvAVQw https://twitter.com/ercwl/status/1756575133907452312 https://twitter.com/ElBarto_Crypto/status/1757036165520036299 https://bitcoinlayersreport.com/ - - Timestamps: (0:00) Introduction (1:17) Effectiveness of Arbitrum STIPs (4:54) Solana Fee Market Designs (10:24) Bitcoin L2s & VM Nuance (17:19) dYdX Segment: Stride (25:05) Bitcoin ETFs & BTC Supply (32:09) Bitcoin Mining Profitability (37:17) DAS London Ad (38:23) Ethereum ETF Applications (45:34) Ethereum Dencun Upgrade & EIP 4788 - - 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.

Feb 14, 202451 min

Will Farcaster Retain Crypto Natives and Reach Mainstream Adoption? | Analyst Round Table

In today's analyst roundtable Sam, Ren, Westie, and Brick dive into the biggest news this week including the rise of farcaster, Jupiter's historic airdrop and much more. They unpack Solana mobile's 60k unit sales milestone and whether growing LST protocols are sustainable. Other topics covered include Apecoin DAO's vote on which L2 to launch on, Clusters' partnership with GoDaddy, and an in-depth discussion on Spark Protocol's growth in the MakerDAO ecosystem. 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 Westie: https://twitter.com/westiecapital 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/ - - 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 (1:21) Jupiter Airdrop Review (3:17) Solana Mobile 60k Units Sold (7:07) LRT Expansion (11:48) DAS London Ad (12:55) Apecoin DAO Voting on L2 Launch (16:41) Clusters Partners with GoDaddy (18:09) dYdX Segment: Chaos Labs (23:07) Spark Protocol Growth (29:26) Farcaster's Rise (43:56) Stride Airdrop for stTIA Holders (51:27) Crypto the 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Feb 7, 20241h 0m