Avsnitt

  • In this interview, TN, the Co-founder and CEO of Pendle, discusses the protocol's journey from inception to its current state. He explains how Pendle enables users to tokenize and trade yield, focusing on the use cases of obtaining fixed rates and speculating on yield. TN shares insights on the protocol's growth, partnerships, and the impact of various narratives such as LRT and points trading. He also touches on user behavior changes, the decision to deploy on Arbitrum, and the roadmap for the future, including the development of Pendle V3 and the expansion of yield trading across different ecosystems.
    - -
    Follow TN: https://twitter.com/tn_pendle
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

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    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

    Claim your unique Wormhole NFT at
    https://wormhole.com/0xresearch7-2025
    - -
    Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

    Start trading today at: https://www.pear.garden/
    - -w
    Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.

    Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
    Start building today at https://www.avax.network/
    - -
    Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.

    Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
    https://blckwrks.co/Marinade
    - -
    Timestamps:
    (0:00) Introduction
    (2:43) Pendle Overview & Journey
    (9:23) Bullish or Bearish Eth Staking Yield
    (19:39) Wormhole Ad
    (20:17) Pear Ad
    (20:42) Marinade Ad
    (21:21) Avalanche Ad
    (22:03) Revenue Generation
    (29:02) Change of User Behaviors
    (35:24) Why Arbitrum?
    (40:42) Roadmap & 10 Year Vision
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In this episode Dan, Ren, and Boccaccio dive deep into this week's biggest news. They discuss the launch of spot Bitcoin and Ethereum ETFs in Hong Kong, the upcoming tradability of the Parcel token, and the partnership between Aptos and Ionet. The team also discusses Monad's $225 million raise, Sui's gaming device, and the SEC's Wells notice to Uniswap Labs. To close out they cover the Tensor airdrop woes and the launch of EigenDA.

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Boccaccio: https://twitter.com/tripleboccaccio
    Follow Dan: https://twitter.com/smyyguy
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

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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
    (1:11) Parcel Token Launch
    (5:14) Aptos & Ionet Partnership
    (15:37) $225m Monad Raise & SUI Gaming Device
    (28:05) Binance Lists TAO Spot
    (31:10) dYdX Segment: Wintermute
    (36:36) MarginFi's Meltdown
    (47:25) SEC Uniswap Labs Wells Notice
    (1:07:14) Tensor Airdrop Woes
    (1:15:49) EigenDA Live
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

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  • In this interview, Saneel Sreeni, the founding member of Ritual, dives deep into the intersection of AI and crypto. He explains the concept of AI co-processors and how Ritual aims to be a sovereign execution layer for AI, enabling applications to access AI models in a decentralized manner through stateful precompiles. Saneel unveils the benefits of on-chain AI and addresses the current landscape of crypto AI projects. The conversation touches on Ritual's partnership with Celestia for data availability and their collaboration with Eigenlayer for restaking AI. Lastly, Sunil shares details about Ritual's recent partnership with MyShell and their plans for the Infernet SDK and the upcoming Ritual Superchain. Thanks for tuning in!
    - -
    Follow Saneel: https://twitter.com/sanlsrni
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

    Subscribe on YouTube: https://bit.ly/3foDS38
    Subscribe on Apple: https://apple.co/3SNhUEt
    Subscribe on Spotify: https://spoti.fi/3NlP1hA

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

    Claim your unique Wormhole NFT at
    https://wormhole.com/0xresearch5-5563
    - -
    Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

    Start trading today at: https://www.pear.garden/
    - -
    Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.

    Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
    https://blckwrks.co/Marinade
    - -
    Timestamps:
    (0:00) Introduction
    (2:21) What are Co-processors?
    (7:34) Benefits of Onchain AI Stack
    (11:52) What is Ritual?
    (18:36) Wormhole Ad
    (19:14) Pear Ad
    (19:40) Marinade Ad
    (20:18) Role of DA
    (24:54) AI Inference
    (27:30) Infernet SDK
    (33:17) Interoperability Approach
    (35:45) Crypto AI Landscape
    (43:26) Actual Crypto & AI Usecases
    (49:11) Restaking AI on EigenLayer
    (58:17) Ritual Roadmap
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent default on Goldfinch and the broader challenges facing on-chain private credit markets. Finally, they explore the rise of Pump.Fun and the resurgence of meme coins.

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Brick: https://twitter.com/0x___Brick
    Follow Matt: https://twitter.com/MattFiebach
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
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    - -
    https://x.com/_nishil_/status/1777048334664081548
    - -
    Timestamps:
    (0:00) Introduction
    (1:08) Enabling Arbitrum Stylus
    (5:08) Velodrome DEX on Bitcoin
    (7:40) Solana & SUI Airdrops
    (13:39) dYdX Permissionless Smart Contracts
    (18:15) dYdX Segment: Axelar
    (22:53) Solana Transaction Failures
    (31:57) Aave & MakerDAO Debacle
    (43:37) Goldfinch Default
    (51:43) Pump.Fun Meme Infrastructure
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In today's interview, Orkun, the Co-founder of Citrea, dives deep into the world of Bitcoin L2s and Citrea. He explains the differences between L2s, sidechains, and sovereign rollups, and discusses the trust assumptions and bridging mechanisms in the Bitcoin ecosystem. Orkun also shares insights on the design tradeoffs in the Bitcoin L2 space, the Citra VM, proof generation, and the bottlenecks and challenges faced by Bitcoin L2s. The conversation touches on the potential for Bitcoin to enable a real economy and the role of Citrea in empowering Bitcoin finance.
    - -
    Follow Orkun: https://twitter.com/0x_orkun
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

    Subscribe on YouTube: https://bit.ly/3foDS38
    Subscribe on Apple: https://apple.co/3SNhUEt
    Subscribe on Spotify: https://spoti.fi/3NlP1hA

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

    Claim your unique Wormhole NFT at
    https://wormhole.com/0xresearch4-4991
    - -
    Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

    Start trading today at: https://www.pear.garden/
    - -
    Timestamps:
    (0:00) Bitcoin L2 Overview
    (7:55) Trustless VS Trust Minimized
    (12:01) Wormhole Ad
    (12:40) Pear Ad
    (13:05) Citrea Bridging
    (17:54) Design Tradeoffs in Bitcoin L2 Space
    (23:37) Block Production & Centralization Risk
    (34:40) L2 Execution Fee & DA Economics
    (38:56) Proof Generation
    (43:07) Static UTXO Sizes
    (46:42) ZK Architecture & Bottlenecks
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Ren, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token airdrops from Wormhole and Ethena, and whether they could provide a major stimulus to ecosystems. Finally, the team scrutinizes the recent Munchables exploit on Blast, the incentive flaws in BitTensor's decentralized AI model, and the AI potential of projects like HiveMapper that utilize reinforcement learning.

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Westie: https://twitter.com/westiecapital
    Follow Effort: https://twitter.com/EffortCapital
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

    Subscribe on YouTube: https://bit.ly/3foDS38
    Subscribe on Apple: https://apple.co/3SNhUEt
    Subscribe on Spotify: https://spoti.fi/3NlP1hA

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

    Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:13) Arbitrum Phase 3 Grant Program
    (6:08) Partial Set Security & ICS 2.0
    (16:28) Echo & Seed Round Investing
    (21:37) Titans Integrated Relay Launch
    (30:20) MEV Blocker Fee Switch
    (33:20) Ethena & Wormhole Token Airdrops
    (41:27) Blast Munchables Exploit
    (49:42) Bittensor Token Dynamics & Demand
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In today's interview, Philip, the founder of Elixir, discusses how his project aims to democratize access to liquidity provisioning on order book exchanges. He explains Elixir's unique architecture as a modular DPOS blockchain that uses a market making algorithm to allow anyone to supply liquidity to order books in a trustless fashion. Philip dives into the technical details of how Elixir pulls order book data from exchanges, comes to consensus, and posts orders back to the exchanges. The conversation also touches on the Apothecary liquidity provisioning program and Philip's conviction that on-chain order books will prevail over AMMs long-term for serious traders.
    - -
    Follow Philip: https://twitter.com/0xphilip
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

    Subscribe on YouTube: https://bit.ly/3foDS38
    Subscribe on Apple: https://apple.co/3SNhUEt
    Subscribe on Spotify: https://spoti.fi/3NlP1hA

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

    Claim your unique Wormhole NFT at
    https://wormhole.com/0xresearch2-6532
    - -
    Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

    Start trading today at: https://www.pear.garden/
    - -
    Timestamps:
    (0:00) What is Elixir?
    (8:23) Elixir Architecture
    (24:38) Wormhole Ad
    (25:16) Pear Ad
    (25:41) Universal Order Book Cold Start Solver
    (34:38) Integration Strategy & Permissionless Onboarding
    (49:09) Validator MEV & Malicious Behavior
    (53:45) Onchain DEX Architecture Endgame
    - -
    Resources
    https://www.elixir.xyz/
    https://twitter.com/elixir
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In this week's analyst round table, we dive into the latest market happenings, including Polygon's recent downtime due to L1 reorgs, the increasing trend of protocols offering larger second-round airdrops to retain users, and the potential staying power of meme coins. The discussion also covers the current state of private market valuations, the challenges faced by debt markets in crypto, and the regulatory landscape surrounding tokenized equities. Looking to the future, the analysts explore the potential impact of AI agents in blockchain gaming and the scalability challenges faced by Ethereum layer 2 solutions like Base. Thanks for tuning in

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Boccaccio: https://twitter.com/tripleboccaccio
    Follow Brick: https://twitter.com/0x___Brick
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
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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
    (1:33) How do Ecosystems Retain Users?
    (5:04) Frax Fee Switch Proposal & LRT Wars
    (14:20) dYdX Segment: Squid
    (21:11) DAS Roundup
    (36:45) Memecoin Froth & Macro Rate Cuts
    (43:58) Ondo Finance Tokenizes Stocks & Equities
    (52:31) AI Agents & Blockchain Games
    (59:54) Base Fee Spikes
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In this week's analyst round table, the team discusses the latest news and governance updates in the crypto space, including Zerion Wallet launching an L2, Starbucks shuttering their NFT Odyssey platform, and Polyhedra closing a $20 million fund. They also dive into the dYdX segment with Skip Protocol, the launch of Swell's restaked rollup, and the completion of Shuffle's LBP. The conversation then turns to the legitimacy of memecoins, with the team exploring the increasing market activity around these assets and the potential implications for the broader crypto industry.

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Ryan: https://twitter.com/_RyanRConnor
    Follow Pibblez: https://twitter.com/0xpibblez
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

    Subscribe on YouTube: https://bit.ly/3foDS38
    Subscribe on Apple: https://apple.co/3SNhUEt
    Subscribe on Spotify: https://spoti.fi/3NlP1hA

    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Timestamps:
    (0:00) Introduction
    (1:07) Zerion Wallet L2 & Starbucks NFT Sunsets
    (5:35) Polyhedra Closes $20m Fund
    (10:47) dYdX Segment: Skip Protocol
    (15:53) EtherFi $35m Raise & Gov Token Launch
    (20:26) Swell Launches Restaked Rollup
    (27:15) Shuffle Completes LBP
    (37:40) Legitimacy of Memecoins
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In today's interview we are joined by Head Chef of Pancakeswap, Mochi to dive deep into the upcoming PancakeSwap V4 upgrade. They discuss V4's modular three-layer architecture, which includes the accounting layer, AMM layer, and custom layer, enabling developers to create highly customizable liquidity pools and execute complex trading strategies through hooks. Chef Mochi shares insights on PancakeSwap's multi-chain expansion strategy, deflationary tokenomics designed to solve LP profitability issues, and the protocol's vision to evolve from a DEX into a comprehensive DeFi platform. Stick around for all of this and much more!
    - -
    Follow Mochi: https://twitter.com/chef_mochi
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

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    Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
    - -
    Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

    Claim your unique Wormhole NFT at
    https://wormhole.com/0xresearch1
    - -
    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

    Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:34) PancakeSwap's Journey
    (8:41) PancakeSwap V4 Layers
    (18:48) PancakeSwap Crosschain Decision
    (21:13) Wormhole Ad
    (21:51) Permissionless Forking & DEX Innovcation
    (35:56) DEX Endgame
    (48:39) CAKE Tokenomics
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
    - -
    Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

  • In this week's analyst round table the crew dives into the latest market happenings, discussing Eclipse's $50 million raise, MakerDAO's adjustment of the DSR to 15%, Michael Saylor's massive 12,000 BTC purchase, and the odds of an ETH ETF approval. The group then explores the implications of Jito Labs suspending their alternate mempool offering and the dynamics of MEV on Solana. Finally, they discuss the controversy surrounding Unibot's Solana deployment and the future of Telegram trading bots this cycle. Stay tuned for all of this and much more!

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Westie: https://twitter.com/westiecapital
    Follow Boccaccio: https://twitter.com/tripleboccaccio
    Follow Sam: https://twitter.com/swmartin19
    Follow Ren: https://twitter.com/purplepill3m
    Follow Blockworks Research: https://twitter.com/blockworksres

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    - -
    Timestamps:
    (0:00) Introduction
    (1:44) Eclipse SVM $50m Raise
    (6:48) Wormhole Airdrop Sentiment
    (12:12) Eth ETF Odds
    (15:03) dYdX Segment: Grants SubDAO
    (21:08) MakerDAO Adjusts DSR to 15%
    (33:13) DAS London Ad
    (34:20) Michael Saylor 12,000 BTC Buy
    (41:28) Jito Labs Ends Mempool Functionality
    (52:19) UniBot Terminates Sol Deployment
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.

  • In today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token farming incentives. The guests also debate the challenges MakerDAO faces in igniting organic demand for DAI and finding product-market fit between more centralized stablecoins like USDC. Stick around for all of this and much more!
    - -
    Follow Vance: https://twitter.com/pythianism
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    - -
    Resources
    https://www.steakhouse.financial/projects/makerdao-financial-report-2023
    PDF: https://drive.google.com/file/d/196mQAbiajSnjFM3SJq-pGuF8GhUwKtL3/view?usp=sharing
    PDF (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmdPmF9EuogwY5F2VHbYXG6eke8hYBvBc5p5rXQtvg1WtM
    EPUB: https://drive.google.com/file/d/18MVlmvd-b-bnFXAu2hnp7P0cPgj5DYHN/view?usp=sharing
    EPUB (IPFS): https://aqua-hollow-alpaca-520.mypinata.cloud/ipfs/QmXnr3VdsgM5MDjN3yMWmerQjWQMU54ExVW2yncSM9PAiA
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:37) MakerDAO Overview
    (5:29) Maker's RWA Adoption
    (15:52) Future of DAI Adoption
    (21:27) Bull Case for Maker
    (28:36) DAS London Ad
    (29:43) MakerDAO Endgame
    (35:20) subDAO Structure Inefficiencies
    (46:04) Maker Token Demand

    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.

  • In today's interview Sam and Ren are joined by Antonio Juliano, the founder of dYdX. They kick-off by discussing the migration from V3 to V4, the platform's focus on permissionless market listings, and the importance of isolated margin. He shares insights on the competitive landscape of decentralized derivatives exchanges, the challenges and solutions related to MEV, and the role of USDC issued by Noble in dYdX's growth. Antonio also touches on the platform's validator set distribution, the potential of yield-bearing collateral, and the dominance of perpetual contracts in the crypto derivatives market.
    - -
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:36) V3 Migration Reflection
    (13:11) Competing with Perp DEXs
    (24:42) DAS London Ad
    (25:49) MEV Mitigation Strategy
    (30:59) Token Revenue Shares
    (34:32) Validator Set Distribution
    (38:00) Yield Bearing Collateral
    (43:14) 10 Year Roadmap
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.

  • In this week's analyst round table the crew discusses the latest news and trends in the crypto space. They kick things off by analyzing Eigen Layer's impressive growth to $10 billion in TVL and debating how high that number could go. The conversation then turns to hot topics like Arbitrum's proposed $400 million gaming fund, Coinbase's dominance and future prospects, Magic Eden's resurgence in the NFT market thanks to Bitcoin Ordinals, and the novel AI agent staking model introduced by Autonolas. Stick around for all this and more!

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Brick: https://twitter.com/0x___Brick
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:12) Eigen Layer Crosses $10b TVL
    (14:38) Robinhood & Arbitrum Team Up
    (17:20) dYdX Segment: SubDAO
    (21:47) EthDenver AI & DeFi Conversations
    (32:00) DAS London Ad
    (33:06) Coinbase Dominance
    (46:49) Magic Eden's NFT Market Return
    (54:35) Autonolas AI Agents
    (1:04:00) The Memecoin Cycle
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.

  • In this week's interview Sam and Ren are joined by Prabal Banerjee, CEO and Co-founder of Avail, to discuss Avail's robust base layer designed to meet the needs of next generation, trust minimized applications and sovereign rollups. They kick off by unpacking what Avail is and how it enables validity proofs and erasure coding instead of fraud proofs, aiming to provide stronger guarantees especially for ZK rollups. Prabal also contrasts this with other DA solutions and committee-based approaches. Stay tuned for all of this and much more!
    - -
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:34) Avail Overview
    (12:06) Avail DA Solution Design
    (33:34) Why Ethereum?
    (36:33) DAS London Ad
    (37:39) DA Building Process
    (50:05) Application Design Space on Avail
    (1:00:19) Avail Token Design
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.

  • In today's analyst round table the analyst cry unpacks the latest crypto market news including Eigenlayer's massive $100m raise, growing ordinal NFT volumes, and Uniswap's protocol fee switch proposal. They then covered the surging hype and volumes around ordinal NFTs on Bitcoin, the Uniswap fee switch proposal, and the success of Blast's growth tactics including token locking programs and gaming dynamics to drive adoption. To close out the team debates on whether excitement around AI and crypto projects like Worldcoin is warranted. Thanks for tuning in!

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Brick: https://twitter.com/0x___Brick
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (1:17) Eigen Layer $100m Raise
    (3:53) Ordinal Season
    (8:13) Ethena Insurance Fund
    (15:51) dYdX Segment: Osmosis
    (21:57) Uniswap Fee Switch
    (32:35) Blast Growth & Mainnet Launch
    (42:55) DAS London Ad
    (44:02) Ordinal Volume Growth
    (52:53) Worldcoin $81B FDV
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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.

  • In this week's interview Sam and Ren are joined by Mysten Labs co-founders Evan Cheng and Adeniyi Abiodun to dive into what makes Sui the Asset-centric blockchain. Sui delivers the benefits of Web3 with the ease of Web2, offering an asset-centric approach, offline transactions, and unparalleled performance. They dig into Sui's integration of Move programming, Sui's architectural differences from existing blockchains, and the potential applications of a truly scalable, user-friendly blockchain.

    - -
    Follow Evan: https://twitter.com/EvanWeb3
    Follow Adeniyi: https://twitter.com/EmanAbio
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

    Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Resources
    https://sui.io/
    - -
    Timestamps
    (0:00) Introduction
    (1:18) Can a Single Chain Scale?
    (4:36) Sui's L1 Differentiation Factor
    (15:25) Consensus Protocols
    (21:37) Value of Decentralization
    (30:00) DAS London Ad
    (31:07) Atomic Bundles and MEV
    (33:58) Fee Market Design
    (40:28) Sui's Consumer Adoption
    (45:17) SUI Token Design
    (51:52) dApps Only Possible on Sui
    - -
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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.

  • In today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule. To close out the analysts asses the viability of low token floats and high fully diluted valuations and examine Ethena's 20%+ yielding synthetic stablecoin based on a delta-neutral strategy. Stay tuned for all this and more!

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Brick: https://twitter.com/0x___Brick
    Follow Matt: https://twitter.com/MattFiebach
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

    Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.
    See you there!
    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Resources
    https://ethena-labs.gitbook.io/ethena-labs/
    - -
    Timestamps:
    (0:00) Introduction
    (1:06) Uniswap Incentives for New Deployments
    (7:12) Vertex Launches Edge
    (10:44) GMX Points Multiplier Modifications
    (17:36) Pyth DAO Constitution, Jito Proposal Threshold, and Spark Borrow Limit
    (19:16) dYdX Segment: dYdX Foundation
    (25:18) Coinbase Earnings Reviewed
    (37:44) DAS London Ad
    (38:51) Starkware Airdrop
    (41:59) FDV is a Meme?
    (51:13) Ethena: Return of 20% Yield Stable
    - -
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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.

  • In this week's interview Sam and Ren are joined by Brendan Farmer, the Co-Founder of Polygon. Brendan unpacks why no single blockchain can scale like the internet due to heterogeneous requirements across chains. He then introduces Polygon's solution - an Aggregation Layer that enables low-latency, trustless interoperability between ZK rollups to scale access to shared liquidity and state. They dig into interoperability and liveness, updates on ZK proof innovation, how the Polygon CDK and Aggregation Layer preserve sovereignty for connected chains, and the outlook for developer adoption to grow the Polygon ecosystem. To close out they also discuss novel use cases enabled by the Aggregation Layer. Thanks for tuning in!
    - -
    Follow Brendan: https://twitter.com/_bfarmer
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Timestamps:
    (0:00) Introduction
    (3:53) The Aggregation Layer of Crypto
    (6:46) Polygon CDK Vision
    (10:48) Novel Aggregation Layer Use Cases
    (19:15) DAS London Ad
    (20:21) Security & Risks of Agg Layer
    (25:57) ZK Proofs Updates
    (32:47) Agg Layer Value Accrual
    (42:03) End Vision of Aggregation Layer
    (47:02) POL Token Dynamics
    - -
    Resources
    https://mirror.xyz/0xfa892B19c72c2D2C6B10dFce8Ff8E7a955b58A61/TXMyZhhRFa-bjr7YHwmJpKBwt2-_ysirbh_VpNy3qZY
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
    Free Daily Newsletter: https://blockworks.co/newsletter
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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.

  • In today's analyst roundtable Sam, Ren, Matt, and Pibblez dive into a range of topics including Arbitrum's incentives program, issues with Solana's fee markets, Bitcoin L2 solutions, potential for Ethereum ETFs that enable staking, and the the upcoming Shanghai upgrade bringing several EIPs. The conversation opens by analyzing Arbitrum's incentives program, finding the TVL growth did not justify the high customer acquisition costs. They then dive into Solana's fee market issues, including inefficient compute usage and easy account spamming. Shifting focus to Bitcoin, the merits of different layer 2 construction approaches are weighed. Potential Ethereum ETFs come up next, with hosts excited by the prospects of staking rewards further enriching companies like Coinbase. Finally, the major improvements of Ethereum's upcoming Shanghai upgrade are discussed, including several EIPs that will directly boost the Layer 2 ecosystem.

    As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
    - -
    Follow Pibblez: https://twitter.com/0xpibblez
    Follow Matt: https://twitter.com/MattFiebach
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    Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

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    See you there!

    Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
    - -
    Resources
    https://dune.com/hildobby/btc-etfs
    https://hackmd.io/6lwnNQf2RTmc3UQoWvAVQw
    https://twitter.com/ercwl/status/1756575133907452312
    https://twitter.com/ElBarto_Crypto/status/1757036165520036299
    https://bitcoinlayersreport.com/
    - -
    Timestamps:
    (0:00) Introduction
    (1:17) Effectiveness of Arbitrum STIPs
    (4:54) Solana Fee Market Designs
    (10:24) Bitcoin L2s & VM Nuance
    (17:19) dYdX Segment: Stride
    (25:05) Bitcoin ETFs & BTC Supply
    (32:09) Bitcoin Mining Profitability
    (37:17) DAS London Ad
    (38:23) Ethereum ETF Applications
    (45:34) Ethereum Dencun Upgrade & EIP 4788
    - -
    Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

    Blockworks Research: https://www.blockworksresearch.com/
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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.