0xResearch

Blockworks
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13 snips
Dec 8, 2025 • 1h 12min

Hyperliquid vs Lighter, Launchpads, and Prediction Market Evolution | Livestream

The discussion dives into the competition between Hyperliquid and Lighter, highlighting product design and market dynamics. Uniswap’s Continuous Clearing Auctions are examined for their fairer price discovery benefits. The hosts debate the impact of token launches and VC allocations on community trust and value accrual. Retail investor behavior is scrutinized, questioning if they're becoming savvier. The role of prediction markets is analyzed, contrasting hype with potential utility, while emphasizing the importance of founder-led marketing in the crypto space.
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Dec 5, 2025 • 1h

HumidiFi, Prediction Markets, and Tokenization Trends | Livestream

Join crypto analyst James Christoph and trader Noah Thea as they dissect market sentiment and valuation frameworks for Bitcoin and Ethereum. They tackle the fascinating world of HumidiFi’s token launch, discussing transparency issues and community reactions. The duo also explores prediction markets, blending gambling behavior with new information channels, and highlights the importance of cash flows in valuation. With a mix of skepticism and optimism, they offer insights into the future of tokenization and DeFi.
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Dec 1, 2025 • 1h

The 2025 Crypto Trends Report | Alana Levin

In this intriguing discussion, Alana Levin, an investment partner at Variant specializing in crypto-native ventures, unpacks the 2025 Crypto Trends Report. Dive into insights on regulatory advancements that are reshaping the landscape and the inevitable rise of branded stablecoins. Alana highlights the explosive growth of decentralized exchanges spurred by new token models and the evolution of wallet technologies. She also shares her predictions on the future of digital currencies and the dynamics of on-chain foreign exchange markets.
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10 snips
Nov 28, 2025 • 45min

Where Is DeFi Headed? | Jim Parillo

Join Jim Parillo, Managing Partner at Figment Capital, as he explores the cutting-edge landscape of DeFi infrastructure. Discover insights on Hyperliquid's ecosystem and the exciting shift toward perpetual markets. Jim delves into the complexities of lending, equity perps, and the pressing regulatory landscape. He also shares what excites VCs at Figment beyond perps, touching on liquidity issues in prediction markets and the growing interest in crypto options. Tune in for a fascinating look into the future of decentralized finance!
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Nov 24, 2025 • 59min

Monad Mainnet, L1 Valuations, and Berachain News | Livestream

Join James, a dynamic voice in crypto trading and market analysis, as he delves into the launch of Monad's mainnet and MegaETH’s pre-deposit valuations. The conversation takes a turn towards the complexities of L1 valuations and the recent Brevan Howard refund leak linked to Berachain. They also explore innovative revenue models and how different blockchains capture value. Plus, vibrant discussions on the timing of ICOs and the nuances of blockchain monetization make this a must-listen for crypto enthusiasts!
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Nov 19, 2025 • 55min

The Next Chapter For EigenZero | Bryan Pellegrino & Sreeram Kannan

Sreeram Kannan, a crypto-economic security expert and co-creator of Eigenlayer, teams up with Bryan Pellegrino from LayerZero Labs to unveil EigenZero. They discuss decentralized verifier networks (DVNs) and how they enhance cross-chain messaging. The duo explains the insured-bridge concept and its implications for security and throughput. Developers are encouraged to leverage EigenCloud’s capabilities for scalable solutions, while AI agents are explored for verifying model correctness. Insights on adoption metrics and future roadmap priorities round out their fascinating conversation.
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4 snips
Nov 17, 2025 • 1h 9min

State of The Market, DAT Bubble Burst & Hyperliquid

Dive into the current crypto market dynamics, exploring personal holdings and whether the downturn is truly over. Discover the DAT bubble dynamics and why previous hype has fizzled. Unpack Aave's app launch and its strategies for becoming a crypto neobank, alongside debates on self-custody versus ETFs. Examine Hyperliquid's unique revenue model and the contrasting growth of perps versus meme coins. The discussion wraps with insights on B2B monetization for chains and the importance of focusing on long-term metrics over short-term spikes.
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11 snips
Nov 14, 2025 • 1h 9min

Solana's Fastest Growing DeFi App | MacBrennan Peet

Join MacBrennan Peet, a DeFi builder and entrepreneur at the helm of MarginFi and Project 0, as he delves into the innovative landscape of decentralized finance. He shares insights on Project 0's mission to be a prime broker to streamline capital efficiency and tackle fragmentation. MacBrennan also discusses the rise of proprietary AMMs, their impact on market structures, and forecasts for Solana's growth. With tales of liquidity challenges and risk management, this conversation is a treasure trove for anyone interested in the future of DeFi.
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27 snips
Nov 10, 2025 • 1h 19min

Morpho, Hyperliquid & The State of HyperEVM | Charlie, Felix Protocol

This week, the hosts dive into the fallout from Stream’s DeFi disaster and its implications for Morpho. They explore permissionless markets versus curated safety, and the exposure of curators in the XUSD incident. The discussion also covers the evolving landscape of HyperEVM and the potential of Hyperliquid. Topics include multi-asset margin flows, AMM performance issues, and the strategic choices Hyperliquid faces. They also speculate on optimal collateral strategies and governance trade-offs, making for a thought-provoking conversation.
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Nov 7, 2025 • 1h 32min

ORE, Tempo & Inside Stream’s $93M Meltdown

Join Matt and Aryan from CMT Digital, experts in DeFi and market analysis, alongside Dan from Blockworks, as they navigate the thrilling landscape of crypto. They dive into why Ore and Zcash are on the rise, and dissect the dramatic $93M meltdown involving Stream's rehypothecation loop. The guests explore innovative concepts like modular lending, structured products, and the dangers of liquidity fragmentation. They also analyze DEX aggregators and trading dynamics on Solana, offering intriguing insights into the evolving crypto ecosystem.

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