What’s Actually Working Onchain? | Ali & Cedo

In this episode, we’re joined by Ali from Valantis Labs, and Cedo from Initia, to discuss Initia appchains, the revenue and ICM metas, and under-collateralized lending in crypto. We also dive into CLOBs vs AMMs, Hyperliquid’s spot ecosystem, and what new things there are to do onchain. 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

Contro - Launching our L2 with Initia: https://contro.tech/blog/2025-04-16-initia/

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Timestamps:

(0:00) Introduction

(5:10) Phased Rollouts & Initia Appchains

(10:53) Aptos Ad

(11:15) The Revenue Meta is Not a Meta

(14:34) Under-Collateralized Lending in Crypto

(23:57) Aptos Ad

(24:30) CLOBs vs AMMs

(33:27) Hyperliquid's Spot Ecosystem

(43:39) The ICM Meta

(53:32) Closing Comments

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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.