0xResearch

Blockworks
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7 snips
Jan 27, 2026 • 1h 2min

BITGO IPO, HIP-3, KNTQ | Livestream

They dig into surging onchain trading in Hyperliquid’s HIP-3 markets, especially metals and equity perps. They break down BitGo’s S‑1, business model, revenue accounting quirks, and concentration risks. They trace Kinetiq’s shift from liquid staking to HIP-3 deployment and what that means for valuation and execution risk.
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Jan 23, 2026 • 45min

Pendle V2 and Looking At Boros | TN

They discuss Pendle’s shift from vePENDLE to sPENDLE and the new buyback-and-distribute mechanics. Conversation covers Boros as a fixed-rate instrument, its volumes, OTC matching, and market expansion plans. They preview Pendle V2’s algorithmic emission weighting and strategic incentives. Roadmap items include stable/synthetic dollars, RWA targets, and reducing TVL reliance.
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Jan 19, 2026 • 53min

MegaETH, Pump, NYSE | Livestream

Dive into the riveting world of crypto as the hosts dissect Pump's bold acquisition of Padre and its implications for token launches. The discussion heats up with the NYSE's plans for 24/7 tokenized stock trading, raising questions about regulatory timing. A global stress test for MegaETH is on the horizon, sparking debates over long-term demand and developer interest. The conversation further explores how DeFi platforms can scale and the strategic need for smarter incentives to retain users in a competitive landscape.
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Jan 16, 2026 • 1h 1min

Kaito, Lighter, and Prediction Markets | Livestream

Recent developments in crypto are dissected, with insights on Lighter’s perpetuals and Kaito’s shift to curated marketing. The hosts explore the rising trend of mobile-first crypto onboarding and how platforms like Kaido are incentivizing user participation through bot-driven mechanics. They also debate the regulatory implications of prediction markets, questioning their similarity to gambling. Additionally, they analyze the evolving landscape of social trading features and how market dynamics impact revenue. Tune in for a lively discussion!
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Jan 12, 2026 • 1h 2min

HIP-3 Market Design and Felix’s Role | Charlie, Felix Protocol

Dive into the evolution of trading platforms with insights on market structure and user experience. Discover the impact of liquidity challenges and the competition among protocols. Explore unique strategies to attract taker flow and bootstrap spot liquidity. Uncover Felix's intriguing exploration of on-chain tokenized stocks and the complexities of stablecoin dynamics. The discussion also navigates revenue models, protocol trade-offs, and the future of decentralized finance—balancing innovation with growth.
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Jan 9, 2026 • 58min

Aerodrome’s Big Upgrade | Alexander Cutler

In this discussion, Alexander Cutler, the founder of Dromos Labs and lead of Aerodrome, dives into the exciting rebrand to Arrow and the ambitious Metadex03 upgrade. He shares insights on the new emissions model and how it aims to enhance protocol economics. The chat highlights improvements in user experience with Slipstream V3 and MetaSwaps, as well as strategic choices for expanding across EVM ecosystems. Alexander unpacks why Arrow is set to compete fiercely with established players like Uniswap, capturing significant market share.
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Dec 29, 2025 • 52min

HIP-3 and Markets by Kinetiq with Omnia | Livestream

Dive into the intriguing world of Kinetiq's liquid staking strategy with insights on kHYPE, kmHYPE, and xLSTs. Discover how risk isolation is key to their innovative product design, and learn about the ambitious Markets exchange aiming to redefine global markets on-chain. Omnia discusses their strategy to attract new users beyond crypto, the security measures in place, and the absence of a dedicated Markets token, emphasizing transparency. Tune in for an exciting look at the evolving crypto landscape and upcoming HIP3 auctions!
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Dec 19, 2025 • 1h 3min

Crypto Is Not Dead | Livestream

Join venture investor Dougie DeLuca, known for his insights on crypto adoption, Figment Capital's Jim Parillo, who specializes in platform strategies, and Theia's Noah Goldberg, a crypto analyst. They delve into the shift towards broader crypto acceptance, addressing challenges in sales and business development. Dougie critiques the current focus on crypto natives, while Jim highlights the importance of monetizing blockchain through diverse models. The trio also discusses how meme coins are driving innovation and the future of infrastructure investing.
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Dec 12, 2025 • 1h 4min

The Rise of Equity Perps | Livestream

Shaunda Devens, a crypto researcher and analyst at Blockworks Research, dives into the exciting world of equity perpetuals. She discusses how these derivatives offer simpler leverage for retail investors compared to traditional options. Shaunda elaborates on the mechanics behind funding rates, oracles, and the role of tokenization in markets. The conversation also covers regulatory challenges and the potential for DeFi to enhance trading experiences. Finally, insights into Hyperliquid's innovative ecosystem and its scalability strategies make for a fascinating listen!
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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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