Afleveringen
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In this episode, we cover emerging market euphoria, Bitcoin inflows, Circle’s IPO ambitions, and Plasma’s token sale. Carlos and Ryan also give us their takeaways from Solana's Accelerate conference, and the buzz around Solana Mobile’s new phone, Seeker. Finally, we dive into U.S. regulatory shifts around perps trading, and the rapidly developing MegaETH ecosystem.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Plasma Token Sale Announcement: https://www.plasma.to/insights/announcing-the-xpl-public-sale-using-sonar-by-echo
--
Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.
Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carlos: https://x.com/0xcarlosg
Follow Marc: https://x.com/marcarjoon
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
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Subscribe on YouTube: https://bit.ly/3foDS38
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:47) Is Euphoria Seeping Into the Market?
(4:53) Circle's IPO and Plasma's Token Sale
(13:53) Ads (Algorand & Ledger)
(14:01) Takeaways From Solana's Accelerate Conference
(23:00) Regulation For US Based Perps
(30:53) Ads (Algorand & Ledger)
(32:02) Solana's New Phone
(44:41) Marinade Ad
(45:13) The MegaETH Ecosystem
(1:00:58) Dunking on People at Permissionless
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Dmitriy Berenzon, a Partner at Archetype, to discuss investing in DePIN, the payments and stablecoins sector today, and consumer crypto. We cover decentralized compute networks, stablecoin fragmentation, payments infrastructure, the UX gap between TradFi and crypto, crypto neobanks, and how AI agents may reshape onchain activity and financial rails.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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Ekiden is a decentralized, orderbook-based hybrid exchange delivering execution speeds as low as 5-15ms, deep liquidity and transparent price discovery—all while maintaining the security and trustlessness of DeFi with zero maker fees.
To learn more about Ekiden, follow the link below: https://ekiden.fi/
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Archetype: https://x.com/archetypevc
Follow Dmitriy: https://x.com/dberenzon
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(3:21) Why Hasn't DePIN Succeeded?
(13:41) Ekiden Ad
(14:00) Investing in DePIN
(17:51) Decentralized Compute Marketplaces
(24:10) Ekiden Ad
(24:46) Payments & Stablecoins
(41:47) Where Should Teams Build?
(44:49) Consumer Crypto Today
(51:16) Utilizing AI
(53:39) Why Wouldn't AI Agents Use TradFi Rails?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Zijn er afleveringen die ontbreken?
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In this episode, we discuss Bitcoin’s return to all-time highs, and increasing institutional interest in crypto. We also dive into the rise of the Believe app and internet capital markets, trends in Solana’s trading bot market, and the evolution of crypto mobile apps. We close the episode with a critique of Ethereum’s value narrative and cultural direction.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
Consumer Crypto & Net New Assets: https://app.blockworksresearch.com/research/consumer-crypto-and-net-new-assets
Thread Version: https://x.com/_ryanrconnor/status/1924876335777734950
Trading Bot Market Share: https://x.com/defi_kay_/status/1920154686642139474
--
Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.
Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates.
Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations.
To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(5:46) Bitcoin Testing All-Time Highs
(11:54) Ads (Algorand & Ledger)
(12:40) The Believe App & Internet Captial Markets
(24:18) Believe's GTM Strategy
(32:16) Ads (Algorand & Ledger)
(33:25) The Trading App Landscape
(46:42) Marinade Ad
(47:14) How Should We Value Blockchains?
(52:56) Ethereum's Focus Today
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Austin Federa and Mateo Ward to dive into DoubleZero! They explain why bandwidth—not compute—is the real blockchain bottleneck, and how DoubleZero addresses it. We also cover validator economics, token incentives, critiques on DePIN, performance benchmarks, and plans for Solana and beyond.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow DoubleZero: https://x.com/doublezero
Follow Mateo: https://x.com/mateoward
Follow Austin: https://x.com/Austin_Federa
Follow Boccaccio: https://x.com/salveboccaccio
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Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(2:24) What is DoubleZero and Why Do We Need It?
(12:40) DoubleZero Stakeholders
(18:40) DoubleZero Tokenomics and the Problem with DePIN
(23:44) Solving the Cold Start Problem
(27:54) Performance Improvments Using DoubleZero
(39:29) Expanding to Other Chains
(43:57) Thoughts on Multicast
(47:46) The DePIN Label
(51:29) Reflecting and Closing Comments
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Ian and Teddy from Kairos Research to discuss the market rebound, validator economics, and Solana’s maturing infrastructure. We also cover structural Solana flows, ETF demand dynamics, and growing institutional interest in crypto assets. Finally, we dive into recent crypto M&A, Robinhood’s blockchain ambitions, and Hyperliquid’s potential as the next breakout ecosystem.Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.
Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Teddy: https://x.com/TedDeFi
Follow Ian: https://x.com/Ian_Unsworth
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(3:36) Market Outlook
(10:11) Overview of Kairos Research
(12:38) Ads (Algorand & Ledger)
(13:18) What Doesn't the Market Realize About Solana?
(23:06) ETF Flows
(29:32) DoubleZero's Impact
(33:38) Ads (Algorand & Ledger)
(34:42) Crypto M&A and Payments
(56:34) Will There Be Another DeFi Season?
(1:03:24) Hyperliquid's Ecosystem
(1:15:06) L1 Valuations
(1:20:17) Closing Comments
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carl: https://x.com/carlkvogel
Follow Mike: https://x.com/mdudas
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(0:47) Investing in Apps vs Infrastructure
(5:44) Will the L1 Premium Ever Go Away?
(7:17) Where Should Apps Launch?
(10:10) Determining Monad's Success
(12:42) Generating Revenue
(16:40) Crypto's Monetization Model
(19:13) The Launch Pad Market
(25:24) Streaming vs Text-based Social
(28:11) Launchpad Model Network Effects
(31:09) dYdX Snippet
(37:43) Defining Consumer Crypto
(40:32) Thoughts on the DePIN Sector
(54:33) Should VCs Benchmark Against Bitcoin?
(58:07) Liquid vs Private Investing
(1:04:20) What's Wrong With the Buyback and Burn Model?
(1:10:04) The Lack of DPI in the VC Space
(1:14:18) Are Valuations Too High?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Gm, this week we discuss the state of Solana DeFi. We deep dive into why is everyone so bearish, Ethereum's big pivot, Solana perps market share, app revenue, bringing Bitcoin onchain & more. Enjoy!
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.
--
Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.
Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carlos: https://x.com/0xcarlosg
Follow Dan: https://x.com/smyyguy
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(2:07) Why Is Everyone So Bearish?
(6:58) The State Of Solana DeFi
(19:17) Ads (Algorand & Ledger)
(19:57) Solana vs Ethereum Lending
(30:13) The Launchpad Wars
(35:36) Ads (Algorand & Ledger)
(36:39) Solana Perps
(43:30) App Revenue
(46:21) Bringing Bitcoin Onchain
(55:20) RWAs
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Danny and Westie discuss their current market outlook, Bitcoin’s relative strength, and stagnation in crypto. They also unpack Ethereum’s strategic shift toward L1 scaling, the evolving meme coin launchpad landscape, and a wave of new L1 blockchain raises.Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
--
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Westie: https://x.com/WestieCapital
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(7:25) Thoughts on Ethereum's Direction
(34:27) dYdX Snippet
(41:26) How Can LaunchLab Gain Market Share?
(55:36) Boop's Airdrop
(1:03:12) New Raises From L1s
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we discuss our current crypto market outlooks, Helium’s efforts to decentralize telecom infrastructure, and Ethena’s evolution into an institutional DeFi chain. We also discuss the state of decentralized AI, US regulatory impacts on DeFi, and macro influences shaping crypto markets heading into summer.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
Helium: Decentralizing Telecom with Web3 Incentives: https://x.com/blockworksres/status/1912936629297397960
Ethena: Evolving into an Institutional DeFi Chain: https://x.com/blockworksres/status/1915088301083803936
--
Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.
Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Daniel: https://x.com/_dshap
Follow Nick: https://x.com/0xMetaLight
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:43) Market Outlook
(9:48) Decentralizing Telecom With Helium
(22:57) Ads (Algorand & Ledger)
(23:37) Do DePIN Tokens Make Sense as Investments?
(29:37) Ethena's Evolution
(45:56) Ads (Algorand & Ledger)
(46:59) Regulatory Impact on DeFi
(54:36) Thoughts on the Current State of DeAI
(1:12:11) Crypto's Outlook Heading Into Summer
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Jon: https://x.com/jon_charb
Follow Dan: https://x.com/smyyguy
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to the 0xResearch Newsletter: https://blockworks.co/newsletter/0xresearch
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(2:17) Thoughts on Venture and Liquid Markets
(9:01) Should VCs Benchmark Against BTC?
(11:47) Outlook on Celestia and Solana
(21:48) Tokenizing Everything
(24:23) SVM Chains & Firedancer
(33:37) dYdX Snippet
(37:24) Monad vs MegaETH
(40:56) Does the L1 Premium Still Exist?
(46:08) Scaling the Ethereum L1
(54:45) Ethereum's Culture Shift
(1:08:50) Closing Comments
--
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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the implications of its “for-fun” token. They also explore app vs. chain revenue dynamics, and the evolving role of “fat apps” in capturing value across crypto ecosystems.
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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Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.
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Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
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--
Timestamps:
(0:00) Introduction
(2:05) Is Bitcoin Decoupling?
(7:33) Can Zora's Model Work?
(18:39) Ads (Algorand & Ledger)
(19:19) Are People Going to Pay For Content?
(34:23) Ads (Algorand & Ledger)
(35:26) Zora Announces Their Token
(46:43) App Revenue is Growing Faster Than REV
(56:49) Closing Comments
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi.
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
Converge Technical Specification & Roadmap: https://x.com/convergeonchain/status/1912853619038461967
--
Special thanks to our sponsor, dYdX!
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Follow Converge: https://x.com/convergeonchain
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--
Timestamps:
(0:00) Introduction
(1:45) Recent Product Launches
(5:33) Asset Issuance on Converge
(11:20) Scaling Ethena
(13:12) Considering New Assets For Staking Yield
(15:25) Dealing With Risk
(17:34) USDtb's Place in the Ethena Ecosystem
(21:52) Overview of Ethereal
(24:47) Converge DApps
(28:47) Credit Expansion and Associated Risks
(31:34) dYdX Snippet
(39:12) Will Ethereal Harm Relationships With Exchanges?
(41:17) Protocols Hardcoding USDe to 1$
(44:25) USDe's Competition
(46:10) The Biggest Risks to Ethena
(48:14) The Fee Switch
(52:18) Ethena's Focus Going Forward
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two 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.
--
Resources
Berachain Dashboard: https://app.blockworksresearch.com/analytics/berachain?dashboard=bera-overview
Kaito Connect Post: https://x.com/KaitoAI/status/1912160810329112899
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carlos: https://x.com/0xcarlosg
Follow Marc: https://x.com/marcarjoon
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--
Timestamps:
(0:00) Introduction
(2:03) Macro Larping
(11:28) Ledger Ad
(11:44) Crypto and TradFi Crossover Products
(20:15) Solana's Institutional Mindshare
(30:18) Ledger Ad
(30:51) Yapdrops & Airdrop Mechanisms
(49:22) What's Going on With Berachain?
(1:07:28) Predictions For the Next Two Years
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Paul Faecks, the Founder of Plasma, and Zaheer of Split Capital, to discuss Plasma, a blockchain focused solely on providing stablecoin infrastructure. We dive into why general-purpose chains aren’t optimized for stablecoin settlement, Plasma’s architecture and how they will mitigate spam, and the broader implications for global payments, regulation, and the stablecoin economy’s future as trillions move 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.
--
Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
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Follow Plasma: https://x.com/PlasmaFdn
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--
Timestamps:
(0:00) Introduction
(2:34) Why Build Plasma?
(10:24) The PMF For Stablecoins
(14:53) Plasma's Architecture
(21:50) HotStuff-Inspired Consensus
(25:17) dYdX Snippet
(31:40) Zero Fees and Handling Spam
(39:55) Competing With Tron
(46:06) Variations of Stablecoins
(50:59) Why Build on Bitcoin?
(52:13) The Stablecoin Space Going Forward
(1:04:52) Closing Comments
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
PumpSwap Data: https://x.com/blockworksres/status/1905691039912087660
Fluid Dashboard: https://x.com/blockworksres/status/1908165062650675637
PumpFun Dashboard: https://app.blockworksresearch.com/analytics/pumpfun
Bitcoin March 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-march-2025-update
Solana March 2025 Update: https://app.blockworksresearch.com/flashnotes/solana-march-2025-update
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Carlos: https://x.com/0xcarlosg
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:34) The Decoupling Narrative
(6:43) Outlook For Crypto Majors
(10:57) Ethereum's Struggles
(15:27) Ledger Ad
(15:43) Solana's REV Share
(21:21) Diving into the PumpFun Data
(30:31) Ledger Ad
(31:04) Who Owns the End User?
(37:34) Incentivizing User Behavior
(47:15) PumpFun vs Raydium: What's Next?
(52:01) New Opportunities Going Forward
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current crypto market positioning, stablecoin monetization, and Hyperliquid’s HLP. We also discuss institutional interest in DeFi tokens, crypto’s split token-equity dynamic, risks for Ethena and Pendle, pumpfun's staying power, and why Robinhood may outcompete Coinbase.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
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Follow James Christoph: https://x.com/JamesChristoph_
Follow Felix: https://x.com/fejau_inc
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--
Timestamps:
(0:00) Introduction
(2:00) Current Crypto Positioning
(9:42) Who is Buying Defi Tokens?
(16:49) Crypto's Split Equity & Token Dynamic
(21:09) Stablecoins Are Booming
(28:08) Thoughts on Ethena and Pendle
(36:07) What Happened to Hyperliquid?
(48:08) Looking at Pumpfun Data
(57:47) Robinhood vs Coinbase
(1:04:43) Crypto Needs Undercollateralized Lending
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the growing stablecoin landscape. They also explore regulation such as the GENIUS Act, and how retail can position amid shifting market dynamics.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow Luke: https://x.com/0xMether
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:29) Market Thoughts
(7:45) Takeaways From DAS NYC
(21:02) Ledger Ad
(21:18) The GENIUS Act & Stablecoin Fragmentation
(32:01) Ledger Ad
(32:34) Thoughts on Plasma
(36:01) Playing the Stablecoin Boom
(51:04) Big Picture Outlook
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, Haseeb Qureshi, and Mike Dudas debate whether VCs still matter in crypto. They unpack the rise of meme coins, crowd sale platforms, and the challenges of sustainable token models—while defending the evolving role of VCs as long-term partners in the ecosystem.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
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--
Timestamps:
(0:00) Introduction
(1:10) Why VCs Don't Matter
(3:27) Counter Arguments
(13:34) What is a Valid Criticism of Good VCs?
(16:52) Is There Too Much Crypto Infrastructure?
(26:01) Thoughts on Memecoins
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
Live from DAS 2025, Carlos and Marc from Blockworks Research join us to dive deep into the evolving world of tokenization and real-world assets. We explore institutional adoption, private credit dominance in RWAs, permissioned blockchains, and the future of stablecoins.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Follow Carlos: https://x.com/0xcarlosg
Follow Marc: https://x.com/marcarjoon
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--
Timestamps:
(0:00) Introduction
(3:23) Why Are RWAs Mostly Private Credit?
(6:11) Getting Exposure to RWAs
(9:09) Permissioned Blockchains
(15:46) Crypto's Institutional Transition
(20:34) DAS Takeaways
(24:41) Getting Exposure to Stablecoin Growth
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. -
In this episode, we discuss the evolving landscape of institutional crypto adoption. We explore differences in investment focus between traditional institutions and crypto natives, the sustainability of memecoin activity, and the competitive positioning of DeFi protocols like Aave. The conversation also touches on emerging blockchain ecosystems and the broader implications of regulatory shifts on market structure.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.
Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.
Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.
Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
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Follow Dan: https://x.com/smyyguy
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:12) DAS Vibes
(4:02) What Are Institutions Investing In?
(8:20) Ledger Ad
(8:36) How Do Decentralized Exchanges Compete?
(10:22) Is Aave Fumbling Their Lead?
(18:53) Ads (Ledger & CryptoTaxCalculator)
(19:58) Did PumpFun Activity Peak?
(31:39) Betting On Two Chains Going Forward
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed. - Laat meer zien
