How Should Investors Balance Narratives and Fundamentals?

We went live to discuss Bitcoin’s test of all-time highs, MetaDAO’s “unruggable” ICO model and the Umbra ICO, the privacy-coin resurgence, and ETF flows.

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

MetaDAO: Self-Enforced Token Holder Rights: https://app.blockworksresearch.com/research/meta-dao-self-enforced-tokenholder-rights

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Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. 

Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod 

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Allora is the new AI standard for DeFi platforms and agents to achieve sharper, faster, and more reliable financial systems than any single language model can offer. Instead of choosing and managing models, users state their goal, and the system delivers the best result. 

To learn more about Allora Network, visit https://www.allora.network/ and https://x.com/AlloraNetwork

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Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

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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

(1:04) Market Outlook

(6:11) Come To DAS London

(8:03) MetaDAO & ICO Platforms

(19:50) Ads (Katana & Allora)

(20:47) Evolution of Launchpads

(44:03) Katana Ad

(44:35) Prediction Markets & The DAT Trade

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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.