In this episode, we unpack crypto’s “revenue meta,” the shift from narrative-driven investing to fundamentals, and how token value accrual is evolving. We also cover CEX-DEX integrations, PumpFun’s token valuation, HYPE buybacks, and why institutional capital is reshaping market dynamics. 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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Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
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Timestamps:
(0:00) Introduction
(1:43) Evaluating Crypto Fundamentals
(18:49) Ads (Katana & Ledger)
(19:26) Crossover Between CEXs & DEXs
(29:42) Ads (Katana & Ledger)
(30:47) PumpFun's Valuation
(40:51) Ads (Marinade & Algorand)
(41:53) HYPE Buybacks
(47:10) Permissionless is Next Week
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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.
