エピソード
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In this episode, our Blockworks Research analysts discuss the post election crypto boom, the impact improved regulatory frameworks will have on crypto, and what sectors of crypto stand to benefit the most from this new regulatory climate. They also dive into “Ethereum 3.0” and Unichain. Finally, they close out the episode with discussion on the liquid restaking sector, and Web3 gaming.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Resources
Beam: A Better Web3 Gaming Index - https://x.com/defi_kay_/status/1854551344532865361
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Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Timestamps:
(0:00) Introduction
(1:16) The Golden Bull Run is Here
(7:17) Regulatory Impacts on DeFi
(14:24) What Will Benefit From Improved Regulation?
(19:48) Ethereum 3.0 & Unichain
(33:43) The SWELL Launch
(41:37) Nillion Snippet
(50:19) Beam & Web3 Gaming
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Brick from Entropy Advisors, and Tumilett from the Spartan Group! We discussed the importance of fundamentals in crypto, memecoin and DePIN activity on Solana, crosschain intents, and wallet value capture. Finally, we dove into the Aribitrum ecosystem and its place in the L2 landscape.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Resources
ARB: A Timeboost Turnaround?: https://app.blockworksresearch.com/flashnotes/arb-a-timeboost-turnaround
Unichain: Liquidity (Potentially) Begets Liquidity: https://app.blockworksresearch.com/flashnotes/unichain-liquidity-potentially-begets-liquidity
Across Protocol: Based on Intents: https://app.blockworksresearch.com/research/across-protocol-based-on-intents
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Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Entropy Advisors: https://x.com/EntropyAdvisors
Follow Spartan Group: https://x.com/TheSpartanGroup
Follow Brick: https://x.com/0x___Brick
Follow Tumilett: https://x.com/tumilett
Follow Ryan: https://x.com/_ryanrconnor
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:36) Overview of Entropy & Spartan
(5:02) How Important Are Fundamentals in Crypto?
(13:43) Memecoin and DePIN Activity on Solana
(25:43) Chaos Labs Ad
(26:16) Fuel Ad
(26:39) Crosschain Intents & Wallet Value Capture
(38:03) The Arbitrum Ecosystem
(45:54) Dealing with Governance Participants
(47:34) Arbitrum's Position in the L2 Landscape
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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. -
エピソードを見逃しましたか？
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In this episode, we’re joined by the host of Forward Guidance, Felix Jauvin! We discussed recently released election polls and data, and how the markets might react post election. Additionally, we asked ourselves - are alts cooked if Harris wins? Does the election even matter for crypto cycles? Finally, we closed the episode with a conversation on how Polymarket will perform post election, and revenue drivers for chains and apps.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Felix: https://x.com/fejau_inc
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:48) MacroGCR is in the Trenches
(5:44) Election Polls & Data
(14:28) The Markets Post Election
(26:49) Nillion Snippet
(36:50) Are Alts Cooked if Harris Wins?
(48:01) Does the Election Even Matter?
(54:08) Polymarket Volume Going Forward
(1:04:19) Revenue Drivers For Chains and Apps
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Gwart joined us to discuss the crypto and AI crossover, his thoughts on the current direction of Ethereum, and ETH’s monetary premium. We also asked can ETH become the global reserve currency? What happens when the cost of mining Bitcoin exceeds the block rewards? Finally, we closed out the episode by unpacking the implications of stablecoins being crypto’s killer use case.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Gwart: https://x.com/GwartyGwart
Follow Mike: https://x.com/MikeIppolito_
Follow Dan: https://x.com/smyyguy
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Subscribe on YouTube: https://bit.ly/3foDS38
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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
(2:14) The AI Meta
(8:05) AI Agents on TradFi vs Crypto Rails
(11:05) Is Crypto Actually Useful For AI?
(13:46) Does Gwart Hate Ethereum?
(16:30) ETHs Monetary Premium
(35:07) Will Fees Go to Zero?
(45:22) Chaos Labs Ad
(45:55) Fuel Ad
(46:18) Ethereum's North Star
(52:49) Can ETH Become the Global Reserve Currency?
(55:04) The Bitcoin Security Budget
(1:01:49) 51% Attacks in Crypto
(1:09:57) Activity on Tron
(1:12:53) The Evolution of L2s
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, our Blockworks Research analysts discuss ai16z Agents, whether or not AI agents will need crypto rails, and the impact data oriented crypto protocols will have on the AI space. They also highlighted Solana REV recently hitting new all time highs, and Raydium’s dominance.
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
Maximizing Profits with Raydium: https://app.blockworksresearch.com/research/maximizing-profits-with-raydium
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Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Marc: https://x.com/marcarjoon
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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) Are AI Tokens Here to Stay?
(13:53) The AI Agent Meta
(20:07) Do AI Agents Need Crypto Rails?
(23:23) Data Focused Protocols and Their Impact
(28:39) Nillion Snippet
(39:02) Solana REV Hits New All Time Highs
(48:00) Raydium is a Cash Machine
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Co-founder and CPO of Mysten Labs, Adeniyi Abiodun, joined us to discuss all things Sui! We covered the thesis for continued Move adoption, Sui’s bet on gaming, and gaining market share in a competitive L1 sector. We also dove into the adoption of ZKlogin, and Walrus!
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.
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Adeniyi: https://x.com/EmanAbio
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
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
(1:31) The Thesis For Move Adoption
(4:44) Sui's Competitive Advantage
(12:44) Gaining Market Share and ZKlogin Adoption
(18:46) Chaos Labs Ad
(19:19) Fuel Ad
(19:42) Sui's Bet On Gaming
(25:20) Sui Ecosystem Growth
(29:49) Are Payment Transactions Low Value?
(32:41) Reflecting On Sui's Launch and Building A Community
(37:59) Helping Apps Grow and Adoption of Walrus
(45:47) Were Rollups A Good Way to Scale Ethereum?
(47:02) Handling Congestion Fees
(50:33) DAG Based Consensus
(53:00) What's Next For 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Boccaccio, Danny, and Ryan from Blockworks Research discuss Deepbook and the Sui Ecosystem, the differing approaches taken by Sui and Aptos, and the total addressable market for GameFi. They also covered the concept of first mover advantage, and whether or not it actually exists in crypto.
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
Indie Gaming Data: https://gameworldobserver.com/2024/10/16/indie-games-revenue-steam-vs-aaa-titles-vg-insights
The State of Gaming in 2024: https://www.matthewball.co/all/gaming2024
Haseeb’s Take on First Mover Advantage: https://x.com/hosseeb/status/1846927648900923839
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:22) Deepbook and the Sui Ecosystem
(9:45) Nillion Snippet
(18:20) Sui and Aptos' Differing Approaches
(23:03) The TAM of GameFi
(43:43) First Mover Advantage in Crypto
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Tolks and Icebergy! We discussed recent activity in the trenches, the memecoin narrative rebrand, and Progressive Web Apps. Additionally, we covered the recent launch of Unichain, and its impact on DeFi. Our guests also gave their thoughts on the current state of public and private markets, their experience using Echo, and what apps are actively being used today. Finally, we closed the episode with advice on how to deal with the growing toxicity in crypto.
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.
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Icebergy: https://x.com/icebergy_
Follow Tolks: https://x.com/_tolks
Follow Boccaccio: https://x.com/salveboccaccio
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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
(3:12) Activity in the Trenches
(7:41) The Memecoin Rebrand
(10:40) Mobile Wallets, Telegram Trading, and PWAs
(20:25) Thoughts on Unichain
(35:28) Chaos Labs Ad
(36:01) Fuel Ad
(36:24) Public vs Private Markets
(39:50) Managing an Echo Group
(43:44) What Apps Are Actively Being Used?
(52:52) Polymarket Activity Post Election
(55:42) Crypto Nihilism & Toxicity
--
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. -
Is "Off The Grid" the breakthrough Web3 gaming needs? We dive into its hyped launch and what it means for crypto adoption. We then dissect HyperLiquid's upcoming token and its potential to reshape the perps landscape. But the real bombshell? Our analysis of L2 economics reveals a startling truth about Ethereum's value capture. We question if Avalanche's adoption-first strategy is brilliant or doomed, and debate whether current blockchain business models are sustainable. Brace yourself for some hard truths about the future of crypto revenue. 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, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
--
Follow Boccaccio: https://x.com/salveboccaccio
Follow Marc: https://twitter.com/marcarjoon
Follow Ryan: https://twitter.com/_RyanRConnor
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:19) HyperLiquid Token Launch
(17:20) Nillion Snippet
(22:56) Off the Grid
(35:48) Superchain Business Models
(44:03) Are L2s Extensions?
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Andotlas and Burt from Kwenta joined us to discuss Kwenta’s governance mechanics, new venue integration, and improving UX with chain abstraction. Additionally, we covered how Kwenta differentiates itself from competitors, and the impact incentive programs have on liquidity. Finally, we unpacked Kwenta’s points program, lessons learned from their GTM strategy, and what the next year has in store.
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.
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.
Visit fuel.network to learn more and start building for tomorrow, today!
--
Follow Kwenta: https://x.com/Kwenta_io
Follow Andotlas: https://x.com/Andotlas
Follow Burt: https://x.com/BurtRock69
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:39) Overview of Kwenta
(4:48) Kwenta Governance & Integrating New Venues
(14:58) Continued Expansion & Chain Abstraction
(27:56) Differentiating Kwenta From the Field
(31:29) Chaos Labs Ad
(32:02) Fuel Ad
(32:25) Incentive Programs and Their Impact on Liquidity
(37:18) Will Kwenta Add Options Trading?
(39:26) Kwenta's Points Program
(45:30) Looking Back on Kwenta's Go-To-Market Strategy
(49:12) The Next Year of Kwenta Developments
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, our Blockworks Research analysts discuss trading paradigms, the growth of the memecoin sector, and bootstrapping the Sui and Aptos ecosystems Additionally, they dive into the launch of EIGEN and the pain points EigenLayer has run into. Finally, they close out the episode by asking themselves - how long do narrative trades last?
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Blockworks Financial Disclosures: https://blockworks.co/financial-disclosures
Uniswap V3 Pools: https://dune.com/coindataschool/uniswap-v3-pools-volume-fees-tvl-and-fee-apr
Memecoins: Burgeoning Market or Transitory Blackhole | Blockworks Research: https://app.blockworksresearch.com/research/memecoins-burgeoning-market-or-transitory-blackhole
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
--
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
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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
(3:10) Is This Time Different?
(4:49) Are Memecoin Trades Fair Play Now?
(13:56) Growing the Sui & Aptos Ecosystems
(21:49) Nillion Ad
(27:50) The Launch of EIGEN
(37:07) Network Valuations
(52:58) How Long Do Narrative Trades Last?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Blockworks Research Arbitrum Report: https://x.com/blockworksres/status/1835773042359959814
Blockworks Research Metis Report: https://x.com/blockworksres/status/1839379026676506779
Blockworks Research Metaplex Report: https://x.com/blockworksres/status/1841107896941363380
Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/
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Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
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Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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Follow Marc: https://x.com/marcarjoon
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(3:23) Animal Spirits Returning Onchain
(4:13) Macro Shifts Across the Globe
(10:01) Chaos Labs Ad
(10:34) Permissionless III Ad
(11:48) The Ethereum vs Solana Debate Rages On
(20:46) Is Sui A Credible Competitor to Solana?
(26:07) The Pros & Cons of VC Funding vs ICOs
(40:05) Firedancer's Impact on Solana Performance
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we discuss memecoin activity on Solana, Token2049 and Solana Breakpoint, and Kamino’s current incumbent status. Additionally, we dive into recent developments in gaming on Solana. Finally, we cover how the release of Firedancer will impact Solana going forward.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Resources
Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Marc: https://x.com/marcarjoon
Follow Luke: https://x.com/0xMether
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:05) Current Market Sentiment
(6:18) SEC Claims Crypto Mining Devices Are Securities
(12:02) Memecoin Activity on Solana
(19:08) Permissionless III Ad
(20:21) Token2049 & Solana Breakpoint
(22:39) Which Chains Are Builders Focused On?
(27:26) Kamino's Incumbent Status
(38:30) Gaming on Solana
(44:50) Firedancer's Impact
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the discussion with commentary on why decentralized stablecoins are needed in the first place.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Follow Liquity: https://x.com/LiquityProtocol
Follow Colin: https://x.com/colingplatt
Follow Michael: https://x.com/svobodamichael
Follow Luke: https://x.com/0xMether
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Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:58) Changes From Liquity v1 to v2
(6:59) The Need For Liquity v2
(10:54) Liquity v2 User Behavior
(17:51) Permissionless III Ad
(19:05) The Role of the Stability Pool
(28:55) Capturing Revenue With Liquity v2
(32:44) Stablecoin Integrations and Composability
(37:05) Protocols Built on Top of Liquity
(41:51) Returning Revenue to Users
(45:51) Why Do We Need Decentralized Stablecoins?
(51:04) Growth of Decentralized Stablecoins
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Jesse Pollak, Base builder #001, joined us to discuss the creation of Base, maintaining a consistent UX on Base, and Base sequencers vs other L2s! We also dove into the importance of decentralizing Base, how the team is thinking about Parallelized EVMs, and their consumer focussed approach. Finally, we closed out by asking Jesse how he is thinking about the next five years.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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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
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Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Jesse Pollak: https://x.com/jessepollak
Follow Nikhil: https://x.com/0xnikhilchat
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:35) The Creation of Base
(4:16) Raising the Gas Limits on Base
(8:49) Base's Consistent UX
(15:46) Base Sequencers vs Other L2s
(19:29) How is Base Thinking About Parallelized EVMs?
(31:01) Permissionless III Ad
(32:15) Polygon Ad
(33:06) Decentralizing Base
(44:17) Base's Consumer Focus
(52:32) Base in Five Years
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode,we were joined by a special guest: the host of Bell Curve, Michael Ippolito! We discussed the PerpDEX sector, prediction market success after the US election, and the different ways to monetize social networks. Additionally, we asked ourselves, what parts of crypto suck? Finally, we unpacked the L1 trade, and discussed getting silly onchain.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Blockworks Research: Drift Report - https://x.com/blockworksres/status/1831773832308506984
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Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Mike: https://x.com/MikeIppolito_
Follow Danny: https://x.com/defi_kay_
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Follow Boccaccio: https://x.com/tripleboccaccio
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Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:58) Can Drift Stand Out in the PerpDEX Sector?
(15:19) Prediction Market Success After the US Election
(22:01) Monetizing Social Networks
(31:14) Permissionless III Ad
(32:28) What Parts of Crypto Suck?
(41:03) The L1 Trade
(1:04:40) L2s Are Not Good At Execution
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, 0xSami from Dinero joined us to discuss Dinero’s product suite, institutional adoption of LSTs, and Dinero’s withdrawal mechanism. Additionally, we dove into the competitive landscape of decentralized stable coins, and how Dinero is growing their market share. Finally, we covered Dinero’s new ecosystem strategy and the institutionalization of DeFi
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
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Dinero: https://x.com/dinero_xyz
Follow 0xSami: https://x.com/0xSami_
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
(1:09) Overview of Dinero's Product Suite
(7:09) The Differences Between pxETH & apxETH
(9:21) Dinero's Differentiation From Other Ethereum LSTs
(12:16) Institutional Adoption of LSTs
(17:43) Dinero's Withdrawal Mechanism
(19:06) Competition For Decentralized Stable Coins
(28:56) The Dinero Relayer
(32:03) Permissionless III Ad
(33:17) Polygon Ad
(34:07) Growing Dinero
(38:44) Market Demand For LSTs
(42:57) Dinero's Berachain & Other New Ecosystems Strategy
(48:23) The Institutionalization of DeFi
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
FriendTech Renounces Contract Ownership: https://x.com/friendtech/status/1832581118165709140
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(5:12) FriendTech Renounces Contract Ownership
(13:32) Can Crypto Still Empower Content Creators?
(20:12) Permissionless III Ad
(21:26) Crypto Payments and Onchain Economies
(29:17) Recent Growth of Sui and Aptos
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Joshua and Roee from Aori joined us to discuss limit orders as intents, Aori’s based architecture, and onboarding and incentivising solvers. Additionally, they compared limit orders as intents and AMMs. Finally, Joshua laid out the end goal of Aori.
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
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Roee: https://x.com/Roeelir
Follow Joshua: https://x.com/joshuagunnn
Follow Magic: https://x.com/magicdhz
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
(3:37) How Does Aori Work?
(7:19) Limit Orders as Intents
(16:05) Permissionless III Ad
(17:19) Polygon Ad
(18:09) Onboarding Solvers
(23:11) Aori's Based Architecture
(31:04) Who Are the Main Users of Aori?
(40:19) Limit Orders As Intents vs AMMs
(43:46) Incentivizing Solvers to Fill Orders
(51:48) Reclassifying AMMs
(55:58) The Aori End Game
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, our Blockworks Research analysts asked themselves, can TON survive? After Pavel Durov’s arrest, what’s their best path forward? They also discussed MakerDAOs rebrand to Sky and how previous rebrands in crypto have worked out. Additionally, they debated whether or not Ethereum L2s are parasitic. Finally, they speculated on when, if ever, L2s will move away from using Ether as their primary gas token.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
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Follow Magic: https://x.com/magicdhz
Follow Daniel: https://x.com/_dshap
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Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:23) MakerDAOs Rebrand
(17:25) Are L2s Parasitic?
(28:47) Nillion Snippet
(35:45) L2 Gas Tokens
(51:26) Is the TON Thesis Invalidated?
(1:05:49) Ethereums Attempt to Create Money
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed. - もっと表示する
