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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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!

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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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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

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