The Bull Case For Ethena’s Ecosystem and the Helium Network | Round Table

May 1, 2025

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In this episode, we discuss our current crypto market outlooks, Helium’s efforts to decentralize telecom infrastructure, and Ethena’s evolution into an institutional DeFi chain. We also discuss the state of decentralized AI, US regulatory impacts on DeFi, and macro influences shaping crypto markets heading into summer.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

Helium: Decentralizing Telecom with Web3 Incentives: https://x.com/blockworksres/status/1912936629297397960

Ethena: Evolving into an Institutional DeFi Chain: https://x.com/blockworksres/status/1915088301083803936

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Timestamps:

(0:00) Introduction

(1:43) Market Outlook

(9:48) Decentralizing Telecom With Helium

(22:57) Ads (Algorand & Ledger)

(23:37) Do DePIN Tokens Make Sense as Investments?

(29:37) Ethena's Evolution

(45:56) Ads (Algorand & Ledger)

(46:59) Regulatory Impact on DeFi

(54:36) Thoughts on the Current State of DeAI

(1:12:11) Crypto's Outlook Heading Into Summer

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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.