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0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.
Talking Avalanche with Luigi
In this episode, we’re joined by Luigi D’Onorio Demeo, the COO of Ava Labs! We discussed how Avalanche compares to other hub style blockchains, the impacts of ACP-77 and ACP-125, and MEV on Avalanche. We also covered Ethereum’s rollup model, the Move L1 ecosystem, and the institutional adoption of 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
An Economic Analysis of ACP-77: https://blckwrks.co/40W5mSU
AVAX’s Value Capture Problem & Off The Grid: https://blckwrks.co/3YVfnNP
The Avalanche Ecosystem: An Analysis of Subnet Adoption: https://blckwrks.co/3OneGrq
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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
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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!
–
GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin.
GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi.
Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting https://glif.io/ today!
–
Follow Luigi: https://x.com/luigidemeo
Follow David: https://x.com/EffortCapital
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
—--
Timestamps:
(00:00) Introduction
(02:12) Avalanche vs Other Hub Style Blockchains
(09:18) Supporting the Avalanche Ecosystem
(11:48) ACP-77: Reinventing Subnets
(24:47) Competing With Solana
(31:57) Ads
(33:47) ACP-125 & Base Fee Reduction
(40:00) MEV on Avalanche, Interoperability, and Tokenomics
(45:45) Is the Rollup Model Working For Ethereum?
(48:01) Solana & the Move L1s
(51:50) Building Social Layers
(55:42) Institutional Adoption of 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
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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
58:5721/11/2024
Retail Activity, Oasis and AI Gaming, the AI Creator Takeover | Analyst Round Table
In this episode, we discuss the increased TradFi and retail presence in crypto, trading rules to live by, and the AI meme craze. Additionally, we unpack the AI Gaming sector. Finally, we asked ourselves - how should you approach the AI agent meta?
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
Resources
Oasis at the Intersection of AI and Gaming: https://app.blockworksresearch.com/flashnotes/oasis-at-the-intersection-of-ai-and-gaming
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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
--
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(2:07) Increased TradFi and Retail Activity in Crypto
(9:27) Trading Rules to Live By
(14:18) Oasis, AI Agents, and AI Gaming
(31:06) The AI Meme Craze
(40:48) How Do You Approach the AI Agent Meta?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
52:3820/11/2024
Hyperliquid, Crypto AI, Cycle Dynamics, and Optimal Exits | 0xSmac, Tervo & Tolks
In this episode, we’re joined by Tolks, Tervo, and Smac! We discussed maintaining prediction market momentum, Hyperliquid’s upcoming airdrop, and beta trades in crypto. We also speculated on the diversity of returns going forward, private market activity, and decentralized AI. Finally, Smac gave his views on DePIN, and optimal exit strategies.
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 Tolks: https://x.com/_tolks
Follow Tervo: https://x.com/tervoooo
Follow Smac: https://x.com/0xsmac
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
(3:26) Maintaining Prediction Market Momentum
(9:39) Will Hyperliquid Die Out Post Airdrop?
(18:40) Beta Trades in Crypto
(22:31) Diversity of Returns Going Forward
(31:28) Chaos Labs Ad
(32:01) Fuel Ad
(32:24) Private Market Activity
(36:49) What Needs to Be Built?
(41:01) Crypto x AI
(54:50) Views on DePIN
(1:06:25) Regulatory Change, Inning Talk, and Optimal Exits
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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.
01:19:2314/11/2024
Better Regulation, Markets Up, and Web3 Gaming | Analyst Round Table
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.
--
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
--
Follow Daniel: https://x.com/_dshap
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(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
--
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.
01:09:1913/11/2024
Building Models For Coins, Fixing Arbitrum, and Intents | Brick & Tumilett
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.
--
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
--
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
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/
--
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
--
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.
01:00:2107/11/2024
Betting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable
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
--
Follow Felix: https://x.com/fejau_inc
Follow Danny: https://x.com/defi_kay_
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Follow Forward Guidance: https://x.com/forwardguidance
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
(1:48) 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
--
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.
01:11:3905/11/2024
Does Gwart Hate Ethereum?
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.
--
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
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
(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
--
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.
01:22:1031/10/2024
Ai16z Agents, Raydium Is A Cash Machine, We Love and Hate Solana| Analyst Round Table
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
--
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 Marc: https://x.com/marcarjoon
Follow Ryan: https://x.com/_ryanrconnor
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
(1:34) 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
--
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.
54:3330/10/2024
Sui’s Plan to Onboard the Next Billion Consumers | Adeniyi Abiodun
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.
56:2024/10/2024
Deepbook and Sui Ecosystem, TAM of GameFi, Lack of First Mover Advantage | Analyst Round Table
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
--
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
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
(1:22) 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.
53:1723/10/2024
Icebergy and Tolks, Good Crypto Apps, Identifying New Trends and Improved Onchain UX | Fig Talk
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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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.
01:01:5417/10/2024
Hyped for Hyperliquid, Off The Grid, Settlement Is Bad Business | Analyst Round Table
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
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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?
--
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.
57:5216/10/2024
Building the PerpDEX UX Layer | Andotlas & Burt, Kwenta
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.
54:1210/10/2024
Memecoins, the EigenLayer Debacle, and Bootstrapping Sui | Analyst Round Table
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
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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
(3:10) 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.
01:02:0609/10/2024
Are Animal Spirits Returning Onchain? | Analyst Round Table
In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Blockworks Research Arbitrum Report: https://x.com/blockworksres/status/1835773042359959814
Blockworks Research Metis Report: https://x.com/blockworksres/status/1839379026676506779
Blockworks Research Metaplex Report: https://x.com/blockworksres/status/1841107896941363380
Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Marc: https://x.com/marcarjoon
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(3:23) Animal Spirits Returning Onchain
(4:13) Macro Shifts Across the Globe
(10:01) Chaos Labs Ad
(10:34) Permissionless III Ad
(11:48) The Ethereum vs Solana Debate Rages On
(20:46) Is Sui A Credible Competitor to Solana?
(26:07) The Pros & Cons of VC Funding vs ICOs
(40:05) Firedancer's Impact on Solana Performance
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
54:1902/10/2024
Firedancer: The Next Era of Solana Performance | Analyst Round Table
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.
--
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
--
Follow Marc: https://x.com/marcarjoon
Follow Luke: https://x.com/0xMether
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
(1:05) 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
--
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.
47:5327/09/2024
Decentralizing the Dollar on Ethereum | Michael & Colin
In this episode, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the discussion with commentary on why decentralized stablecoins are needed in the first place.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Follow Liquity: https://x.com/LiquityProtocol
Follow Colin: https://x.com/colingplatt
Follow Michael: https://x.com/svobodamichael
Follow Luke: https://x.com/0xMether
Follow Boccaccio: https://x.com/tripleboccaccio
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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
(2:58) 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.
55:1925/09/2024
Creating the Future of the Internet Onchain | Jesse Pollak
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.
--
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 Jesse Pollak: https://x.com/jessepollak
Follow Nikhil: https://x.com/0xnikhilchat
Follow Danny: https://x.com/defi_kay_
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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
(1:35) 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
--
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.
01:01:2619/09/2024
Can Drift Rival Binance? | Analyst Round Table
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
--
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 Mike: https://x.com/MikeIppolito_
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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
(1:58) 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
--
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.
01:17:2718/09/2024
How Dinero Is Reshaping Liquid Staking | 0xSami
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
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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
(1:09) 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.
53:5512/09/2024
Onchain Economies: Empowering Today’s Content Creators | Analyst Round Table
In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
FriendTech Renounces Contract Ownership: https://x.com/friendtech/status/1832581118165709140
--
Special thanks to our sponsor, Nillion!
Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork
--
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(5:12) FriendTech Renounces Contract Ownership
(13:32) Can Crypto Still Empower Content Creators?
(20:12) Permissionless III Ad
(21:26) Crypto Payments and Onchain Economies
(29:17) Recent Growth of Sui and Aptos
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
46:5211/09/2024
Intents Trading: Why AMMs Are Going Out of Style | Aori
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
--
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--
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
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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
58:4605/09/2024
The Open Networks Path Forward | Analyst Round Table
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.
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--
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
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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.
01:10:0304/09/2024
Dill’s Big Bet on Modular Crypto | Ted
In this episode, we’re joined by Ted, the Co-founder of Dill! We discussed their various design choices, why they started building Dill in the first place, and how they plan to realize the full vision of Danksharding. Additionally, we unpacked their onboarding strategy, and their place within the current data availability landscape. Finally, Ted gave us his vision for the future of modular crypto, and how Dill aims to bring it to fruition.
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
--
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--
Timestamps:
(0:00) Introduction
(1:43) Getting the Inspiration to Build Dill
(5:26) Design Choices: Sharding Architecture
(17:51) Design Choices: Data Availability Sampling
(22:34) Design Choices: KZG Commitments
(24:54) Realizing the Full Danksharding Vision
(30:12) Permissionless III Ad
(31:26) Polygon Ad
(32:17) Dill's Onboarding Strategy
(37:26) Dill's Place Within the Data Availability Market
(46:56) The Bet on Modularity
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
55:0629/08/2024
The Edge in Liquid Markets| Noah & Felipe
In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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--
Timestamps:
(0:00) Introduction
(2:50) Why Focus On Liquid Tokens?
(9:10) Token Only Teams vs Token & Equity Teams
(17:34) Permissionless III Ad
(18:48) Reconciling Fundamentals and Valuation
(26:48) Dealing With Malicious MEV
(33:06) Activist Investing In Crypto
(38:37) Token Design: Less Is More
(43:40) Looking Towards the Next Three Years
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
58:0128/08/2024
Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds
In this episode, Boccaccio is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket and the growing popularity of Hyperliquid. Finally, they examine Ethereum's gas fee situation and whether if the rest of 2024 is optimistic. Thanks for tuning in!
--
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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
--
Timestamps:
(0:00) Introduction
(2:51) Was that the Top?
(9:13) Altcoin Market Opportunities
(16:39) Permissonless III Ad
(17:53) Polygon Ad
(18:45) Gwei Costs & ETH Sentiments
(25:19) Did PumpFun Ruin Memes?
(41:11) Generational Top of Polymarket
(47:51) Rise of Hyperliquid & dYdX Fumble
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
55:3522/08/2024
The Modular Thesis Is Dead | Analyst Round Table
In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Drift’s Prediction Market Announcement: https://x.com/DriftProtocol/status/1825537656014721406
--
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--
Timestamps:
(0:00) Introduction
(3:01) Drift Announces A Prediction Market On Solana
(6:02) Permissionless III Ad
(7:16) What Happened to Farcaster?
(13:39) How to Differentiate Decentralized Social Applications
(26:08) Social App Business Models
(31:20) Moderating Social Media Usage
(35:07) Modularity Has Died Out
(45:09) Does the Market Still Care About Real Yield & AI?
(59:37) Ethereum Should Compete Against Its L2s
--
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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:05:1021/08/2024
Crypto's Solution for the Hidden Web Resource War | Andrej, Grass
In this episode, we dive deep into GRASS, a revolutionary decentralized network for web scraping and data collection. Andrej, from GRASS, explains how their platform is democratizing access to web data for AI development. We explore the technical aspects of the GRASS network, its innovative approach to data collection, and its potential impact on the AI industry. The conversation covers topics ranging from data poisoning prevention to the intersection of crypto and AI, concluding with insights into GRASS's future plans and expansion into mobile platforms.
--
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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
--
Timestamps
(0:00) Introduction
(2:11) Global Web Resource Problem
(16:50) Permissionless III Ad
(18:04) Polygon Ad
(18:55) Live Context Retrieval
(25:15) Data Labeling & RLHF Program
(32:59) Crypto & AI Intersection
(39:43) Why Solana & Business Future
--
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
45:0715/08/2024
The Pump Fun War Zone | Analyst Round Table
In this episode, our Blockworks Research analysts jump into the trenches! They discuss recent Ethereum ETF flows, future bullish catalysts on the horizon for Celestia, and the various ways MEV is being captured. Additionally, they discuss Ethereum L2 token distribution methods and how they might improve. Finally, they dive into the Pump Fun war zone.
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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--
Timestamps:
(0:00) Introduction
(1:09) Bullish Ethereum ETF Flows
(8:39) Future Catalysts for Celestia
(16:54) Will Established Chains Switch to Celestia DA in the Future?
(23:49) Are L2s Too Generous With Their Token Distribution?
(32:08) Nillion Snippet
(42:00) Capturing MEV
(52:50) The Pump Fun War Zone
--
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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:04:0314/08/2024
What Went Wrong with Multichain Crypto | Stan & Zon, Initia
In today's episode we dive deep into the unforeseen challenges that have emerged in the multichain landscape. Joined by the founders of Initia, Stan and Zon, we explore the complexities of crosschain interactions, liquidity fragmentation, and user experience hurdles that have hindered the promise of a truly interconnected blockchain ecosystem. The conversation then shifts to innovative solutions, like the interwoven rollups, their Vested Interest Program (VIP), and enshrined liquidity. Our guests also share valuable insights from their recent testnet experience, offering a glimpse into the future of modular blockchain architecture and how it aims to address the shortcomings of current multichain systems. Thanks for tuning in!
- -
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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
- -
Timestamps:
(0:00) Introduction
(2:41) What's Wrong with Crosschain
(6:09) Interwoven Rollups
(13:19) High Throughput Demand
(13:57) Scaling to Thousands of Chains
(23:31) Standout Initia Use cases
(29:40) Permissonless III Ad
(30:54) Polygon Ad
(31:45) Hub Vision Tradeoffs
(45:06) DA Layer Support
(47:56) Enshrined Liquidity & InitiaDEX
(58:41) Lessons Learned from Testnet
(1:05:12) Betting on Modularity
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
01:09:5808/08/2024
Finding Bullish Themes in the Crypto Wreckage | Analyst Round Table
In this episode, Blockworks Research analysts try to navigate the crypto carnage. They discuss Coinbase’s recent earnings report, and potential solutions for a crypto index. Additionally, they cover the dominance of stablecoin provider business models, how to potentially gain exposure to these businesses, and whether or not PayPal can compete with established giants in the space. Finally, they present the bull and bear cases for Avalanche adoption.
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
Stablecoin Volumes Chart: https://app.artemis.xyz/stablecoins?chain=solana
Reth: Accelerating Base, Optimism & Symbiotic: https://x.com/blockworksres/status/1819042025200820294
--
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--
Timestamps:
(0:00) Introduction
(1:39) Is Jump Crypto Closing Shop?
(5:31) Coinbase Earnings & A Potential Crypto Index
(14:51) Gaining Exposure to Stablecoin Providers
(19:33) How Can PayPal Compete in the Stablecoin Sector?
(32:59) Nillion Snippet
(40:35) The Avalanche Bull vs Bear Debate
(56:08) What is Reth?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
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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.
01:04:1707/08/2024
Bringing ZK Proofs to Developers Everywhere | Uma Roy
In this episode, Uma Roy, Co-founder and CEO of Succinct Labs, joined us to dive into the world of zkVMs! We cover Succinct’s Prover Network & SP1, why zkVMs are needed, and the importance of being open source. Additionally, we speculate on whether or not all rollups will eventually become zkRollups. Finally, we discuss Succinct’s go-to-market strategy, the market for zkVMs, and Succinct’s vision for the future.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
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--
Timestamps:
(0:00) Introduction
(2:24) Why Are zkVMs Needed?
(4:58) Tradeoffs vs Other VM Environments
(8:21) The Importance of Being Open Source
(11:41) Decentralized Prover Networks
(17:31) SP1: Primary Customers & Cost Improvements
(22:51) Permissionless III Ad
(24:05) Polygon Ad
(24:56) Will All Rollups Become zkRollups?
(28:32) Succinct's Go-to-Market Strategy
(35:03) The Market for zkVMs
(38:07) Audits, Proof Generation, and Succinct's Vision for the Future
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
46:2001/08/2024
Exploring DeFi: Restaking, Stablecoins, and Governance Attacks | Analyst Round Table
In this episode, Blockworks Research analysts discuss what’s happening in DeFi today. They cover the recent success of Kamino Finance, Jito’s restaking announcement, and the recent AAVE Governance proposals. Additionally, they talk about PayPal’s entrance into the DeFi space with their PYUSD stablecoin. Finally, they unpack the recent Compound Finance governance attack.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
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--
Timestamps:
(0:00) Introduction
(1:34) Kamino Finance
(5:16) Recent AAVE Governance Proposals
(19:32) Jito Restaking
(29:24) Permissionless III Ad
(30:38) PayPal's PYUSD Incentives
(40:01) The Compound Governance Attack
(47:49) Ore v2 Update
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
55:5131/07/2024
How Parcl is Bringing the Real Estate Markets Onchain | Trevor & Jason
In this episode, we’re joined by Trevor and Jason from Parcl to discuss their journey so far. We dive into the original inspiration for Parcl, real estate adoption onchain, and potential expansion beyond real estate. Additionally, we talk about improving the quality of real estate data, and PRCL token utility. Finally, we hear about what it was like building through the last bear market, and what the future has in store for Parcl.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources:
Parcl: A New Frontier for Real Estate Markets | Blockworks Research https://app.blockworksresearch.com/unlocked/parcl-a-new-frontier-for-real-estate-markets
Blockworks Research Thread on Parcl: https://x.com/blockworksres/status/1813930752855396798
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Trevor: https://x.com/trevorjbacon
Follow Jason: https://x.com/jasonlewris
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(3:00) What Inspired Parcl?
(5:55) Real Estate Adoption Onchain
(17:31) Potential Expansion Beyond Real Estate
(20:40) Permissionless Ad
(21:54) Polygon Ad
(22:45) Avalanche Ad
(23:27) Improving the Quality of Real Estate Data
(35:20) PRCL Token Utility & Points Program Reflections
(43:20) Building Through the Bear Market
(47:53) The Future of Parcl
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
52:1025/07/2024
TradFi is Coming: Has Crypto Changed Forever? | Analyst Round Table
In this episode, Blockworks Research analysts discuss the surge in Polymarket activity, and speculate on how good its product market fit really is. Additionally, they dive into the Ethereum ETF launch, the implications of TradFi adoption in crypto, and the effects it will have going forward. Finally, they talk about the growing Base ecosystem, and Aerodrome’s place within it.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Aerodrome Thread: https://x.com/blockworksres/status/1811427222760329360
Aerodrome: The Liquidity Hub of Base: https://app.blockworksresearch.com/unlocked/aerodrome-the-liquidity-hub-of-base
The MetaDEX: Aerodrome & Velodrome Explained: https://apple.co/3XxKyiV
Inside Pancakeswap’s Multi-chain Expansion Strategy: https://apple.co/3SmRQ5Y
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
--
Follow Daniel: https://x.com/_dshap
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
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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
(1:28) Polymarket Activity
(13:25) The Ethereum ETF Launch
(28:06) LayerZero Ad: Pancakeswap
(34:23) Will TradFi Adoption Compress Crypto Volatility?
(47:18) Aerodrome & Base Adoption
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:03:0424/07/2024
Crypto’s Identity Crisis: Investing in a Better Tomorrow | Matti & Rapolas
In this episode, we’re joined by Matti and Rapolas from Zee Prime Capital to discuss the evolution of SocialFi, the current state of the crypto markets, and some of the innovative projects they are backing. They dive into the importance of adaptability in venture markets, how culture arises onchain, and explore crypto’s identity crisis. Finally, they look back on the Fat Application Thesis, and how things have played out thus far.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Matti: https://x.com/mattigags
Follow Rapolas: https://x.com/long_solitude
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Check out the Zee Prime Capital Blog: https://zeeprime.capital/blog
--
Timestamps:
(0:00) Introduction
(3:18) What's Interesting in Crypto Today?
(8:42) The Prevalence of Infrastructure
(24:12) SocialFi's Evolution
(34:39) Permissionless Ad
(35:53) Polygon Ad
(36:43) Avalanche Ad
(37:25) Do Tokens Generate Culture?
(46:31) Approaching Problems in the Market
(52:28) Crypto's Identity Crisis
(1:00:56) Tackling Different Market Sectors as an Investor
(1:09:11) The Fat Application Thesis
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:13:5918/07/2024
Are There Too Many Liquid Staking Tokens? | Analyst Round Table
In this episode, Blockworks Research analysts discuss Trump’s potential impact on the crypto markets, single asset vs bundled spot ETFs, and recent developments in the Hyperliquid ecosystem. Additionally, they explore the role of Maker in the DeFi space and its business fundamentals. Finally, they dive into the significance of LSTs in the market today, and the challenges they will face in the future.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
Resources:
Inside Hyperliquid’s Onchain Perp DEX Vision | Jeff Yan
YouTube: http://youtu.be/cxyUtPoC1-E
Apple: http://apple.co/4b0ut8M
Spotify: http://spoti.fi/4b0uyt6
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
--
Follow Luke: https://x.com/0xMether
Follow Danny: https://x.com/defi_kay_
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(1:50) Trump's Impact on the Crypto Markets
(3:44) Are More Crypto ETFs Coming?
(10:03) MakerDAO and DeFi 1.0
(23:02) LayerZero: Ethena Ad
(25:15) Developments in the Hyperliquid Ecosystem
(38:53) Sanctum Launches Profiles v2
(42:51) How Many LSTs Are Needed?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
52:3517/07/2024
Inside the Future of Cosmos and Appchains| Jehan Tremback
In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his thoughts on the future of Cosmos.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Jehan: https://x.com/JTremback
Follow Informal Systems: https://x.com/informalinc
Follow Boccaccio: https://x.com/tripleboccaccio
Follow EffortCapital: https://x.com/EffortCapital
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(3:11) Overview of Cosmos
(8:13) Rollups vs Appchains
(17:16) What Does ICSv2 Improve?
(31:52) Permissonless Ad
(33:06) Polygon Ad
(33:57) Avalanche Ad
(34:39) The Cosmos Hub Pitch
(40:20) Babylon Integration
(42:37) ATOM Value Accrual
(48:18) The Cosmos Hub End Game
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:01:3411/07/2024
Are New Tokens Always Better? | Analyst Round Table
In this episode, Blockworks Research analysts discuss recent market movements, the AI x Crypto crossover, and the problem with narrative trading. The conversation also covers Germany’s Bitcoin sales, Mt. Gox distributions, and the implications of FTX repayments. Finally, they speculate on whether or not Blast has been left for dead.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
--
Follow Danny: https://x.com/defi_kay_
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:47) Germany and Mt Gox Selling
(7:43) Are New Tokens Always Better?
(18:41) The AI Trade
(30:36) LayerZero: Pendle Ad
(35:40) The Problem With Narrative Trading
(46:03) Mainstream Crypto Applications
(49:16) Has Blast Been Left For Dead?
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:02:0110/07/2024
Eclipse and the Next Generation of Rollups | Terry & Ren
In this episode, Terry and Ren from Eclipse joined us to discuss how they are building Ethereum’s first SVM L2. We covered why they chose to bring the SVM to Ethereum, design decisions made along the way, and how they plan to onboard developers. Finally, we dive into sequencer design, and the future of rollups.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
--
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
--
Follow Terry: https://x.com/0xtaetaehoho
Follow Ren: https://x.com/purplepill3m
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Ryan: https://x.com/_ryanrconnor
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Check out the Frontiers Podcast on YouTube: https://www.youtube.com/channel/UCN5NrfmADK2DV4uAv8DZz0g
Check out the Frontiers Podcast on Spotify: https://open.spotify.com/show/6F6Cowlai4kEWJl3JQinZp?si=94cf6721a8cf484a
--
Timestamps:
(0:00) Introduction
(2:43) Why Eclipse Is Bringing the SVM to Ethereum
(5:35) Eclipse Design Decisions
(25:24) Developer and dApp Onboarding
(31:47) Polygon Ad
(32:38) Pear Ad
(33:03) Avalanche Ad
(33:46) Sequencer Design
(42:16) Eclipse dApps and the Future of Rollups
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
49:5705/07/2024
Crypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round Table
In this episode, the Blockworks Research Team covers the potential impact of the upcoming Ethereum ETFs, the likelihood of a Solana ETF getting approved, and how the NFT meta has evolved. Additionally, they dive into the bull and bear cases for Celestia going forward. Finally, they discuss the recent Blockworks Research report on TON.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
TON: Not Right Now
https://x.com/blockworksres/status/1806380764369670367
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
--
Follow Ryan: https://x.com/_ryanrconnor
Follow EffortCapital: https://x.com/EffortCapital
Follow Pibblez: https://x.com/0xpibblez
Follow Boccaccio: https://x.com/tripleboccaccio
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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
(1:34) Impact of the Ethereum ETF
(18:28) Solana ETF Speculation
(23:13) Will Celestia Make a Comeback?
(35:21) The New NFT Meta
(47:05) LayerZero: Pudgy Penguins Ad
(49:02) Discussing the Blockworks Research Report on TON
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, and our guests may hold positions in the companies, funds, or projects discussed.
01:02:3103/07/2024
Driving Mass Adoption: TON’s Breakthrough Mini Apps
In this episode, our hosts are joined by Alena, Ecosystem Lead at TON, to discuss how “Mini Apps” are helping drive mass adoption. We cover Mini Apps, the similarities and differences between Telegram and WeChat, and TON’s strategy for onboarding new developers. Finally, we dive into TON’s systems architecture, and what the TON Foundation has in store for the future.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.
Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!
Join the aggregated future today by applying at https://polygon.technology/grants
--
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
--
Follow Alena: https://x.com/alenka_w3
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Ryan: https://x.com/_ryanrconnor
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(7:45) Telegram Mini Apps
(19:17) Telegram vs WeChat
(28:36) Onboarding Apps to TON
(35:00) Polygon Ad
(35:51) Pear Ad
(36:16) Avalanche Ad
(36:58) SocialFi
(42:56) TON Systems Architecture
(51:41) The Future of TON
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the companies, funds, or projects discussed.
01:07:2627/06/2024
The Next Wave of Consumer Crypto Applications | Analyst Round Table
In this episode, Natalie from Bain Capital Crypto and Ben from Seed Club join us to discuss consumer applications in crypto. We dive into Seed Club’s recent Demo Day, viewing consumer crypto from an investor’s perspective, and the current state of crypto gaming. Additionally, we cover ongoing experiments with crypto social apps, and the NFT market going forward. Finally, Natalie and Ben give their advice to founders building in crypto today.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
--
Follow Natalie: https://x.com/eclecticcapital
Follow Ben: https://x.com/benroy__
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Dan: https://x.com/smyyguy
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(9:42) Seed Club Demo Day & Consumer Crypto
(20:38) Crypto Gaming Today
(28:07) LayerZero Ad: Blockdaemon
(30:51) Experimenting With Crypto Social Apps
(37:54) The NFT Market Going Forward
(53:22) Advice for Founders
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:03:2926/06/2024
The MetaDEX: Aerodrome & Velodrome Explained | Ace & Alexander
In this episode, Aerodrome and Velodrome contributors, Ace and Alex, join us to discuss how Aerodrome and Velodrome are redefining the DEX model. They explain how the “MetaDEX” works, the flywheel it creates for users, and how they have helped shape the L2 landscape. Additionally, we talk about their Superchain vision, and why they chose to focus their efforts on the Optimism and Base L2s.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
--
Follow Ace: https://x.com/Ace_da_Book
Follow Alexander: https://x.com/wagmiAlexander
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Pibblez: https://x.com/0xpibblez
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(0:00) Introduction
(2:15) Overview of Velodrome and Aerodrome
(13:02) Benefits for Liquidity Providers
(19:00) Success in the L2 Landscape
(23:22) Permissionless Ad
(24:36) Pear Ad
(25:01) Relay, Slipstream, and Bribing
(41:30) The Superchain Vision
(50:22) Betting on L2 Growth
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
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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, Pibblez, and our guests may hold positions in the companies, funds, or projects discussed.
01:06:2820/06/2024
Does Crypto Have Any Real Users? | Analyst Round Table
In this episode, the Blockworks Research Team dives into an age old question: where are the users? They discuss applications on Solana, real world use cases on Near, and competition among data availability layers. Finally, they speak on why infrastructure continues to dominate the industry, and what it will take for gaming in crypto to gain traction.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
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--
Timestamps:
(0:00) Introduction
(3:51) Solana's Execution Layer & Applications
(8:54) Activity on Near & Data Availability Layers
(23:14) Infrastructure Dominance
(40:39) LayerZero: Angle Protocol Ad
(45:47) Crypto Gaming
(1:01:06) Perp DEX UX
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:06:2919/06/2024
Inside Hyperliquid's Onchain Perp DEX Vision | Jeff Yan
In this episode, Jeff Yan, Co-founder of Hyperliquid, joins to discuss Hyperliquid’s journey and growth thus far. He provides insights into how they developed the HyperBFT consensus algorithm, Hyperliquid’s Vault System, and their plans to decentralize the Hyperliquid L1. Jeff also gives his thoughts on competing with Centralized Exchanges, and what’s in store for Hyperliquid in the future.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://forms.clickup.com/45049775/f/1aytxf-18571/OKMZT6A2GPAA9B6X6V
--
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
--
Follow Jeff: https://x.com/chameleon_jeff
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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
(1:50) Hyperliquid Overview
(6:05) Competing with Centralized Exchanges
(7:51) Hyperliquid's Vault System & Bridging Experience
(13:59) The Hyperliquid L1
(19:11) Building the HyperBFT Consensus Algorithm
(21:26) Wormhole Ad
(22:04) Pear Ad
(22:30) Products Built on Top of the Hyperliquid L1
(32:30) Decentralizing the L1
(38:19) Bootstrapping Hyperliquid
(42:10) Consolidating Users on One Chain
(45:36) Future Plans for Hyperliquid
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Carolina, and our guests may hold positions in the companies, funds, or projects discussed.
52:3613/06/2024
Making Sense of Crypto's Sentiment & Fundamentals | Analyst Round Table
In this episode, Tolks from PageOne and Kez from Parsec join to discuss their thoughts on the current market environment. Our guests dive into the polarizing subject of celebrity token launches, how Telegram’s blockchain ecosystem flew under the radar, and more. They unpack the Bitcoin ETF flows, the upcoming Ethereum ETF, AI Agents, Memecoins and Social Tokens, and the Base Ecosystem.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
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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
(2:22) Bitcoin ETF Inflows
(6:00) Thoughts on the Ethereum ETF
(13:56) Sanctum's Token Announcement
(23:41) Echelon Prime Announces a New Game
(26:32) AI Agents
(29:03) LayerZero Segment: TraderJoe
(34:54) Celebrities Launching Memecoins
(39:38) The Hyperliquid L1
(45:17) Telegram's Blockchain
(53:22) The Base Ecosystem
(1:04:00) Ordinals & Runes
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
01:09:5312/06/2024
Navigating DeFi in 2024 | Matt & Aryan
In this special analyst round table episode, Aryan and Matt of CMT Digital dive deep into DeFi in 2024. Topics discussed include the emergence of restaking protocols, the challenges of toxic order flow, and the shifting dynamics of crypto valuations and incentives. The conversation also explores the potential of intent-based execution, the economic security of EigenLayer, and the challenges of balancing low float with high FDV. Thanks for tuning in!
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://forms.clickup.com/45049775/f/1aytxf-16571/7XLRRC4YQAMEFKRLDX
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.
Start trading today at: https://www.pear.garden/
- -
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
- -
Follow Aryan: https://x.com/Aryonchain
Follow Matt: https://x.com/mcasto_
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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 of CMT Digital
(5:04) App Landscape Retrospect
(10:11) Future of Cashflow Projects
(15:53) Tokenized Equities
(20:35) Intent Market Structure
(24:08) Wormhole Ad
(24:46) Pear Ad
(25:11) Avalanche Ad
(25:53) Restaking & Economic Security
(36:37) NEAR Thesis
(43:12) Arweave & AO Thesis
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan and our guests may hold positions in the companies, funds, or projects discussed.
48:2506/06/2024
The Search for Reasonably Priced Tokens | Analyst Round Table
In this episode, the 0xResearch team dives into the world of Solana DeFi, exploring the potential of undervalued tokens and discussing the disconnect between quality products and token valuations. The conversation also covers Polymarket's impressive growth, Arbitrum's controversial $250M gaming fund, and the risks exposed by Linnea's recent sequencer pause. The analysts examine the challenges facing crypto gaming adoption and debate the merits of meme coins versus prediction markets. Finally, they discuss Vertex's innovative approach to solving liquidity fragmentation across different chains.
As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
- -
Follow Ryan: https://x.com/_RyanRConnor
Follow Carolina: https://x.com/GoldDefi
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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
(0:36) Linea's Pauses Sequencer
(7:37) Arbitrum $250m Bet on Gaming
(22:01) Polymarket Success
(34:16) Layer Zero Segment: Stargate
(41:29) Sub $500m Valuation Coins
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan and our guests may hold positions in the companies, funds, or projects discussed.
57:3805/06/2024
The Modular Integration Spectrum | Keone & Zon
In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale blockchains horizontally vs vertically. To close out Keone and Zon also share valuable insights on building Web3 communities organically. Thanks for tuning in!
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(00:00) Introduction
(03:01) Modular vs Integrated
(11:24) Who are Appchains for?
(28:35) Composability in Modular World
(35:52) Monad's Endgame
(39:24) Importance of Decentralization
(47:42) Building Web3 Community
- -
Disclaimer
Expansion was kickstarted by a grant from the Celestia Foundation.
Nothing said on Expansion is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Rex, Jon, and our guests may hold positions in the companies, funds, or projects discussed.
01:03:4605/06/2024