Macro Bull Case and Long Risk Assets

We went live from DAS London with our very own Blockworks Analysts, and Teddy from Kairos Research to discuss recent market volatility, DeFi’s resilience, Monad and MegaETH, and upcoming crypto developments.

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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Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

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Timestamps:

(0:00) Introduction

(1:58) Crypto Market Stress

(3:54) Thoughts on the HLP Vault

(7:01) Looking Forward to Monad & Mega ETH

(8:39) Token Sinks

(13:43) Aptos Ad

(14:05) Teddy Gets Excited About Stablecoins

(19:23) Thinking About Allocation

(21:43) Betting On One Chain

(22:58) Aptos Ad

(23:31) Ryan and David Join the Show

(25:32) Market Outlook

(29:10) DATs & ETFs

(33:39) New Things In Crypto

(45:53) The Next 12 Months

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.