In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Resources
Blockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-theses
Putting a Premium on Stability: https://app.blockworksresearch.com/research/putting-a-premium-on-stability
Suilend: Sui’s DeFi Hub: https://app.blockworksresearch.com/flashnotes/suilend-sui-s-de-fi-hub
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Follow and reach out to @chaos_labs on X to learn more!
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Timestamps:
(0:00) Introduction
(3:08) Looking Ahead to 2025
(11:07) AI Agents and the Next Wave of Influencers
(24:01) Skale Ad
(24:43) Chaos Ad
(25:16) Ethena Keeps Rolling in 2025
(34:24) Stablecoin Supply Skyrockets
(46:45) The Next Generation of L1s
(53:30) Final Thoughts
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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.
