0xResearch

The podcast dives into the surge of institutional investment in crypto, exploring innovative opportunities like NFTs. It discusses the contrasting trends in Bitcoin and Ethereum ETF flows, highlighting the market's uncertain sentiments. Skepticism around high-leverage trading is tackled, shedding light on trade transparency and the role of dark pools. The implications of Solana ETFs and the recent growth in BNB chain meme trading are also covered, showcasing the evolving landscape of cryptocurrency and its regulatory challenges.

Ian Unsworth from Kairos Research joins the conversation, diving into the re-emergence of PumpFun’s livestreams and the innovations brought by Alpenglow. He discusses the latest crypto devices like Solana Mobile's Seeker and how Ethereum’s dominance could be challenged. The talk also explores the evolving landscape of decentralized finance and the integration of blockchain technology in everyday tools. Unsworth's insights shed light on the exciting future of cryptocurrency and streaming platforms, making for a compelling listen.

Ryan Connor, a host from Blockworks Research, shares intriguing perspectives on the current euphoria in the crypto market. He discusses increasing Bitcoin inflows and the IPO challenges facing companies like Circle. Insights from the Solana Accelerate conference reveal significant developments in decentralized finance and innovative token sales, such as Plasma's. The rise of Solana’s mobile technology and the burgeoning MegaETH ecosystem are also explored, highlighting the exciting intersection of blockchain and consumer tech.

Dmitriy Berenzon, a Partner at Archetype with a focus on DeFi and decentralized networks, shares insightful thoughts on the evolving DePIN sector and the role of AI in finance. He discusses the intricacies of decentralized infrastructure and the importance of aligning investor interests. Berenzon also highlights the competitive landscape of stablecoins and how digital currencies are reshaping payment dynamics. Additionally, he delves into how AI is revolutionizing investment processes and commerce, emphasizing trust and transparency in evolving financial systems.

Explore the electrifying surge of Bitcoin as it nears all-time highs, alongside a swell of institutional interest in crypto. Delve into the transformative Believe app shaping internet capital markets and the competitive trading bot landscape. The discussion also critiques Ethereum's fluctuating narrative and community dynamics. Finally, uncover how AI influences market trends and the emergence of DeFi super apps, all while enjoying some lighthearted banter about tech quirks in the crypto space.

In this conversation, Mateo Ward, co-founder of Malbec Labs, and Austin Federa, president of the 00 Foundation, tackle the urgent issue of bandwidth as the real bottleneck in blockchain tech. They unpack how their project, DoubleZero, aims to create a dedicated internet for distributed systems. The duo discusses validator economics, performance improvements specific to Solana, and the challenges of token incentives. Their insights on addressing network limitations and enhancing transaction speeds will intrigue anyone invested in the future of blockchain.

The discussion kicks off with the recent market rebound and the dynamics of investor sentiment shifting from bearish to bullish. The speakers dissect Solana's validator market and how competitive strategies impact its growth. Interesting insights unfold about mergers in fintech and the innovative ambitions of companies like Robinhood. The conversation touches on the future of decentralized finance and highlights emerging projects such as Hyperliquid, all while contemplating the integration of traditional finance with DeFi.

Mike Dudas and Carl Vogel, both from 6th Man Ventures, share their insights on the shifting landscape of crypto investments. They discuss the transition from infrastructure to application-layer focus, the oversupply of general-purpose L1s, and the emergence of innovative revenue models in the crypto space. The duo explores how new chains like Monad are navigating these changes and examine the evolving role of decentralized finance. Their take on the future of consumer crypto highlights the intriguing intersection of finance and gaming.

Dan Smith, a crypto analyst from Blockworks Data specializing in Solana and decentralized exchanges, shares insights on the current state of Solana DeFi. They discuss the prevailing bearish sentiment surrounding the market and examine Ethereum's influence on community morale. The conversation dives into innovations in decentralized lending, exploring standout projects like Morpho and Euler. Additionally, they highlight the dynamics of liquidity, the rise of AI in DeFi, and the integration of Bitcoin on-chain, pointing to potential future growth despite challenges.

In this episode, Danny and Westie discuss their current market outlook, Bitcoin’s relative strength, and stagnation in crypto. They also unpack Ethereum’s strategic shift toward L1 scaling, the evolving meme coin launchpad landscape, and a wave of new L1 blockchain raises.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. -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- 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 -- Follow Westie: https://x.com/WestieCapital Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to the 0xResearch Newsletter: ⁠https://blockworks.co/newsletter/0xresearch Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (7:25) Thoughts on Ethereum's Direction (34:27) dYdX Snippet (41:26) How Can LaunchLab Gain Market Share? (55:36) Boop's Airdrop (1:03:12) New Raises From L1s -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch -- 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.