Revenue Models, Buybacks, and Sustainability

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.

--

Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure, fast, and affordable MVM environment. Aptos users can acquire, hold, and earn attractive BTCFi yields via Echo aBTC and OKX xBTC, without typical bridge risks and high fees. 

Explore BTC yield opportunities on Aptos via OKX Earn and Aptos-native platforms https://web3.okx.com/earn/activity/xbtc-aptos 

--

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

--

Follow Teddy: https://x.com/Teddy_oost

Follow Westie: https://x.com/WestieCapital

Follow Ryan: https://x.com/_ryanrconnor

Follow David: https://x.com/EffortCapital

Follow Boccaccio: https://x.com/salveboccaccio

Follow Blockworks Research: https://x.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 the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

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

--

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