Concentration at the top assets

This week, we went live with Alana Levin from Variant Fund to discuss Variant’s 2025 Crypto Trends Report, regulatory progress, stablecoin proliferation, DEX growth, wallet UX evolution, the future of global digital currencies, and more.

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.

--

Resources

The 2025 Crypto Trends Report: https://x.com/AlanaDLevin/status/1990804860027965727?s=20

--

Follow Blockworks Research: https://x.com/blockworksres

Follow Variant Fund: https://x.com/variantfund

Follow Alana: https://x.com/AlanaDLevin

Follow Danny: https://x.com/defi_kay_

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

--

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

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/

--

Timestamps:

(0:00) Introduction

(2:11) Market Outlook

(8:31) The 2025 Crypto Trends Report

(12:42) Overview of Variant Fund

(15:35) Katana Ad

(16:05) Potential Regulatory Risk

(18:14) Crypto's Top Assets

(22:24) New Crypto Assets

(24:40) DEX Market Share Growth

(31:14) Katana Ad

(31:46) Improving Wallet UX

(35:47) Stablecoin Fragmentation

(46:28) Uniswap Ad

(47:14) Productizing Stablecoins

(52:57) Stablecoins Impact on USD Dominance

(58:27) Closing Comments

--

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.