Episodes
-
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. -
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. -
Episodes manquant?
-
In this week's interview Matt and Billy from Intuition discuss their vision for a decentralized identity protocol that aims to revolutionize how data is managed and monetized on the internet. They delve into the importance of credible neutrality in knowledge graphs, the four pillars of incentives that drive user participation, and how Intuition's middleware layer refines data to create a more efficient and user-centric online experience. Thanks for tuning in!
- -
Follow Matt: https://twitter.com/h0xrus
Follow Billy: https://twitter.com/0xbilly
Follow Intuition System: https://twitter.com/0xIntuition
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Spencer: https://twitter.com/0xpibblez
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch10-3334
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
- -
Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.
Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
- -
Timestamps:
(0:00) Introduction
(3:42) Intuition Origin Story
(12:41) Incentives for Publishing
(19:06) Wormhole Ad
(19:45) Pear Ad
(20:10) Marinade Ad
(20:49) Avalanche Ad
(21:31) 3 Layers of Intuition
(35:14) Future of Digital Communities
(42:14) Reputation & Educational Incentives
(53:23) Economic Incentives on Networks
(1:01:22) Intuition 5-Vision
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the analysts take a deep dive into Fantasy Top and FriendTech. They explore Fantasy Top's unique approach to speculating on crypto influencers' social media engagement and discuss the implications of separating the influencer from the token. The conversation then shifts to FriendTech's bumpy token launch and the challenges faced during the distribution process. The analysts also touch on the utility of FriendTech's token and whether it represents true value or pure speculation. To close out they touch on Layer Zero's novel approach to countering Sybil attacks, and the implications of BlackRock's BUIDL overtaking Franklin Templeton in tokenized treasuries. Enjoy!
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
- -
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Marc: https://twitter.com/marcarjoon
Follow Ryan: https://twitter.com/_RyanRConnor
Follow Magic: https://twitter.com/magicdhz
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(0:00) FriendTech Token Launch
(20:39) Fantasy.Top Infleuncer Cards
(26:30) Blast Chain Approach
(29:24) SUI Token Unlocks
(42:17) LayerZero Counter Sybil
(54:14) LayerZero Segment: Gas.Zip
(59:02) BlackRock BUIDL Overtakes Frankling Templeton
(1:12:25) Coinbase Earnings Reflection
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's interview we are joined by Luca, CEO & Co-Founder of M^0 Labs to discuss their new crypto dollar product called M. Luca shares insights into the M minting and redemption process, the unique two-token governance system employed by M0, and his long-term vision for the protocol. He also delves into the importance of governance in ensuring the longevity and stability of the M token, and how M0 aims to incentivize active participation in the decision-making process. Luca emphasizes M0's goal of becoming a decentralized bank for DeFi, providing a transparent and distributed collateral pool for a stable crypto dollar. Thanks for tuning in!
- -
Follow Luca: https://twitter.com/LucaProsperi
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch9-1887
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
- -
Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.
Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
- -
Timestamps
(0:00) Introduction
(3:23) M Minting & Redeeming
(13:17) Collateral & Gov Design
(30:43) Wormhole Ad
(31:21) Pear Ad
(31:46) Marinade Ad
(32:25) Avalanche Ad
(33:07) GTM for Onchain Utilization
(47:16) 2 Token Governance System
(1:01:55) 5 Year Vision
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, 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. -
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. -
In this episode the analysts kick things off by examining the Runes phenomenon on Bitcoin, debating whether it represents real innovation or just another trend. The conversation then shifts to the DePIN space, with a focus on Ionet's partnership to onboard 3000 high-performance GPUs. The hosts then turn their attention to Avalanche's rapid progress, including the Vryx breakthrough enabling 100K TPS. Stick around for all of this and much more!
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Dan: https://twitter.com/smyyguy
Follow Ryan: https://twitter.com/_RyanRConnor
Follow EffortCapital: https://twitter.com/EffortCapital
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(0:00) Introduction
(1:12) Inside Runes Hype
(13:42) Ionet and Aether Partnership
(23:59) Scroll Sessions & L2 Incentives
(30:48) Layer Zero Segment: Tapioca DAO
(36:27) ZKasino Rug
(43:34) Wayfinder AI Agents
(59:18) Bull & Bear Case of Onchain AI
(1:01:31) Avalanche VRYX Parallel TX Pathing
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this interview, TN, the Co-founder and CEO of Pendle, discusses the protocol's journey from inception to its current state. He explains how Pendle enables users to tokenize and trade yield, focusing on the use cases of obtaining fixed rates and speculating on yield. TN shares insights on the protocol's growth, partnerships, and the impact of various narratives such as LRT and points trading. He also touches on user behavior changes, the decision to deploy on Arbitrum, and the roadmap for the future, including the development of Pendle V3 and the expansion of yield trading across different ecosystems.
- -
Follow TN: https://twitter.com/tn_pendle
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch7-2025
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
- -w
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
- -
Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.
Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
- -
Timestamps:
(0:00) Introduction
(2:43) Pendle Overview & Journey
(9:23) Bullish or Bearish Eth Staking Yield
(19:39) Wormhole Ad
(20:17) Pear Ad
(20:42) Marinade Ad
(21:21) Avalanche Ad
(22:03) Revenue Generation
(29:02) Change of User Behaviors
(35:24) Why Arbitrum?
(40:42) Roadmap & 10 Year Vision
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this 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. -
In this interview, Saneel Sreeni, the founding member of Ritual, dives deep into the intersection of AI and crypto. He explains the concept of AI co-processors and how Ritual aims to be a sovereign execution layer for AI, enabling applications to access AI models in a decentralized manner through stateful precompiles. Saneel unveils the benefits of on-chain AI and addresses the current landscape of crypto AI projects. The conversation touches on Ritual's partnership with Celestia for data availability and their collaboration with Eigenlayer for restaking AI. Lastly, Sunil shares details about Ritual's recent partnership with MyShell and their plans for the Infernet SDK and the upcoming Ritual Superchain. Thanks for tuning in!
- -
Follow Saneel: https://twitter.com/sanlsrni
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch5-5563
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
- -
Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.
Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
- -
Timestamps:
(0:00) Introduction
(2:21) What are Co-processors?
(7:34) Benefits of Onchain AI Stack
(11:52) What is Ritual?
(18:36) Wormhole Ad
(19:14) Pear Ad
(19:40) Marinade Ad
(20:18) Role of DA
(24:54) AI Inference
(27:30) Infernet SDK
(33:17) Interoperability Approach
(35:45) Crypto AI Landscape
(43:26) Actual Crypto & AI Usecases
(49:11) Restaking AI on EigenLayer
(58:17) Ritual Roadmap
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent default on Goldfinch and the broader challenges facing on-chain private credit markets. Finally, they explore the rise of Pump.Fun and the resurgence of meme coins.
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Brick: https://twitter.com/0x___Brick
Follow Matt: https://twitter.com/MattFiebach
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
https://x.com/_nishil_/status/1777048334664081548
- -
Timestamps:
(0:00) Introduction
(1:08) Enabling Arbitrum Stylus
(5:08) Velodrome DEX on Bitcoin
(7:40) Solana & SUI Airdrops
(13:39) dYdX Permissionless Smart Contracts
(18:15) dYdX Segment: Axelar
(22:53) Solana Transaction Failures
(31:57) Aave & MakerDAO Debacle
(43:37) Goldfinch Default
(51:43) Pump.Fun Meme Infrastructure
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's interview, Orkun, the Co-founder of Citrea, dives deep into the world of Bitcoin L2s and Citrea. He explains the differences between L2s, sidechains, and sovereign rollups, and discusses the trust assumptions and bridging mechanisms in the Bitcoin ecosystem. Orkun also shares insights on the design tradeoffs in the Bitcoin L2 space, the Citra VM, proof generation, and the bottlenecks and challenges faced by Bitcoin L2s. The conversation touches on the potential for Bitcoin to enable a real economy and the role of Citrea in empowering Bitcoin finance.
- -
Follow Orkun: https://twitter.com/0x_orkun
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch4-4991
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
- -
Timestamps:
(0:00) Bitcoin L2 Overview
(7:55) Trustless VS Trust Minimized
(12:01) Wormhole Ad
(12:40) Pear Ad
(13:05) Citrea Bridging
(17:54) Design Tradeoffs in Bitcoin L2 Space
(23:37) Block Production & Centralization Risk
(34:40) L2 Execution Fee & DA Economics
(38:56) Proof Generation
(43:07) Static UTXO Sizes
(46:42) ZK Architecture & Bottlenecks
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Ren, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In 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. -
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. -
In this week's analyst round table, we dive into the latest market happenings, including Polygon's recent downtime due to L1 reorgs, the increasing trend of protocols offering larger second-round airdrops to retain users, and the potential staying power of meme coins. The discussion also covers the current state of private market valuations, the challenges faced by debt markets in crypto, and the regulatory landscape surrounding tokenized equities. Looking to the future, the analysts explore the potential impact of AI agents in blockchain gaming and the scalability challenges faced by Ethereum layer 2 solutions like Base. Thanks for tuning in
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Brick: https://twitter.com/0x___Brick
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(0:00) Introduction
(1:33) How do Ecosystems Retain Users?
(5:04) Frax Fee Switch Proposal & LRT Wars
(14:20) dYdX Segment: Squid
(21:11) DAS Roundup
(36:45) Memecoin Froth & Macro Rate Cuts
(43:58) Ondo Finance Tokenizes Stocks & Equities
(52:31) AI Agents & Blockchain Games
(59:54) Base Fee Spikes
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's analyst round table, the team discusses the latest news and governance updates in the crypto space, including Zerion Wallet launching an L2, Starbucks shuttering their NFT Odyssey platform, and Polyhedra closing a $20 million fund. They also dive into the dYdX segment with Skip Protocol, the launch of Swell's restaked rollup, and the completion of Shuffle's LBP. The conversation then turns to the legitimacy of memecoins, with the team exploring the increasing market activity around these assets and the potential implications for the broader crypto industry.
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Ryan: https://twitter.com/_RyanRConnor
Follow Pibblez: https://twitter.com/0xpibblez
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(0:00) Introduction
(1:07) Zerion Wallet L2 & Starbucks NFT Sunsets
(5:35) Polyhedra Closes $20m Fund
(10:47) dYdX Segment: Skip Protocol
(15:53) EtherFi $35m Raise & Gov Token Launch
(20:26) Swell Launches Restaked Rollup
(27:15) Shuffle Completes LBP
(37:40) Legitimacy of Memecoins
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's interview we are joined by Head Chef of Pancakeswap, Mochi to dive deep into the upcoming PancakeSwap V4 upgrade. They discuss V4's modular three-layer architecture, which includes the accounting layer, AMM layer, and custom layer, enabling developers to create highly customizable liquidity pools and execute complex trading strategies through hooks. Chef Mochi shares insights on PancakeSwap's multi-chain expansion strategy, deflationary tokenomics designed to solve LP profitability issues, and the protocol's vision to evolve from a DEX into a comprehensive DeFi platform. Stick around for all of this and much more!
- -
Follow Mochi: https://twitter.com/chef_mochi
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch1
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(0:00) Introduction
(1:34) PancakeSwap's Journey
(8:41) PancakeSwap V4 Layers
(18:48) PancakeSwap Crosschain Decision
(21:13) Wormhole Ad
(21:51) Permissionless Forking & DEX Innovcation
(35:56) DEX Endgame
(48:39) CAKE Tokenomics
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In this week's analyst round table the crew dives into the latest market happenings, discussing Eclipse's $50 million raise, MakerDAO's adjustment of the DSR to 15%, Michael Saylor's massive 12,000 BTC purchase, and the odds of an ETH ETF approval. The group then explores the implications of Jito Labs suspending their alternate mempool offering and the dynamics of MEV on Solana. Finally, they discuss the controversy surrounding Unibot's Solana deployment and the future of Telegram trading bots this cycle. Stay tuned for all of this and much more!
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Westie: https://twitter.com/westiecapital
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Sam: https://twitter.com/swmartin19
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(0:00) Introduction
(1:44) Eclipse SVM $50m Raise
(6:48) Wormhole Airdrop Sentiment
(12:12) Eth ETF Odds
(15:03) dYdX Segment: Grants SubDAO
(21:08) MakerDAO Adjusts DSR to 15%
(33:13) DAS London Ad
(34:20) Michael Saylor 12,000 BTC Buy
(41:28) Jito Labs Ends Mempool Functionality
(52:19) UniBot Terminates Sol Deployment
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed. -
In today's interview 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. - Montre plus
