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0xResearch

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Nov 5, 2024 • 1h 12min

Betting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable

Felix Jauvin, host of Forward Guidance and a macroeconomics expert, joins the conversation to dive deep into the impact of upcoming elections on the crypto landscape. They analyze whether altcoins will remain viable if Harris wins, questioning how presidential outcomes influence crypto cycles. The dialogue shifts to Polymarket’s potential performance and revenue strategies post-election. With insights on market reactions to polls and economic dynamics, this discussion is a must-listen for anyone intrigued by politics and crypto's future.
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Oct 31, 2024 • 1h 22min

Does Gwart Hate Ethereum?

Gwart, known for his work on The Gort Show, is joined by Mike Ippolito from Bellcurve and Daniel Smith from Blockworks Research. They dissect Ethereum's future and whether it can become a global reserve currency. The trio examines the implications of stablecoins as a key use case and the rising skepticism surrounding blockchain activity. They also compare Ethereum and Solana, highlighting their governance differences and the challenges of mining profitability. Expect a blend of humor and insightful analysis on crypto dynamics and AI's influence.
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Oct 30, 2024 • 55min

Ai16z Agents, Raydium Is A Cash Machine, We Love and Hate Solana| Analyst Round Table

A deep dive into the integration of AI and crypto reveals fascinating insights, like the rise of AI tokens and the impact of decentralized GPU networks. The discussions highlight Raydium's impressive cash flow and Solana's economic growth, including its all-time highs. Listeners will explore the future of AI agents, their seamless task automation, and the challenges of personalization in AI. The segment also critically examines the intersection of crypto with traditional finance, emphasizing the need for improved data access and understanding market dynamics.
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Oct 24, 2024 • 56min

Sui’s Plan to Onboard the Next Billion Consumers | Adeniyi Abiodun

Adeniyi Abiodun, Co-founder and CPO of Mysten Labs and a trailblazer in scalable blockchain platforms, discusses Sui's strategy for attracting billion users. He reveals how gaming can drive decentralized finance adoption and the significance of ZK Login in simplifying transactions. The conversation dives into Playtron OS, revolutionizing gaming experiences while supporting both Web2 and Web3. Abiodun also highlights the decentralized storage platform Walrus and upcoming innovations in the Sui ecosystem that promise to enhance user engagement and developer experience.
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Oct 23, 2024 • 53min

Deepbook and Sui Ecosystem, TAM of GameFi, Lack of First Mover Advantage | Analyst Round Table

Dive into the exciting world of crypto gaming and the Sui ecosystem. Unpack the launch of Deepbook and its competitive landscape. Learn about the differing strategies of Sui and Aptos as they target unique markets. Explore the total addressable market for GameFi and the implications of first mover advantages. Discover how established gaming giants might react to crypto newcomers and the complexities of token dynamics post-airdrop. The future of gaming is being shaped by these innovations!
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Oct 17, 2024 • 1h 2min

Icebergy and Tolks, Good Crypto Apps, Identifying New Trends and Improved Onchain UX | Fig Talk

In this episode, we’re joined by Tolks and Icebergy! We discussed recent activity in the trenches, the memecoin narrative rebrand, and Progressive Web Apps. Additionally, we covered the recent launch of Unichain, and its impact on DeFi. Our guests also gave their thoughts on the current state of public and private markets, their experience using Echo, and what apps are actively being used today. Finally, we closed the episode with advice on how to deal with the growing toxicity in crypto.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.--Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more!--Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more. Visit fuel.network to learn more and start building for tomorrow, today!--Follow Icebergy: https://x.com/icebergy_Follow Tolks: https://x.com/_tolksFollow Boccaccio: https://x.com/salveboccaccioFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Timestamps:(0:00) Introduction(3:12) Activity in the Trenches(7:41) The Memecoin Rebrand(10:40) Mobile Wallets, Telegram Trading, and PWAs(20:25) Thoughts on Unichain(35:28) Chaos Labs Ad(36:01) Fuel Ad(36:24) Public vs Private Markets(39:50) Managing an Echo Group(43:44) What Apps Are Actively Being Used?(52:52) Polymarket Activity Post Election(55:42) Crypto Nihilism & Toxicity--Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
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Oct 16, 2024 • 58min

Hyped for Hyperliquid, Off The Grid, Settlement Is Bad Business | Analyst Round Table

Is "Off The Grid" the breakthrough Web3 gaming needs? We dive into its hyped launch and what it means for crypto adoption. We then dissect HyperLiquid's upcoming token and its potential to reshape the perps landscape. But the real bombshell? Our analysis of L2 economics reveals a startling truth about Ethereum's value capture. We question if Avalanche's adoption-first strategy is brilliant or doomed, and debate whether current blockchain business models are sustainable. Brace yourself for some hard truths about the future of crypto revenue. Enjoy!As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.--Special thanks to our sponsor, Nillion!Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork--Follow Boccaccio: https://x.com/salveboccaccioFollow Marc: https://twitter.com/marcarjoonFollow Ryan: https://twitter.com/_RyanRConnorFollow Danny: https://x.com/defi_kay_Follow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --Timestamps:(0:00) Introduction(1:19) HyperLiquid Token Launch (17:20) Nillion Snippet(22:56) Off the Grid (35:48) Superchain Business Models(44:03) Are L2s Extensions?--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-- 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, Ryan and our guests may hold positions in the companies, funds, or projects discussed.
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Oct 10, 2024 • 54min

Building the PerpDEX UX Layer | Andotlas & Burt, Kwenta

Discover the innovative governance mechanics of Kwenta as Andotlas and Burt dive into on-chain perpetual futures trading. Learn how they enhance user experience with cross-chain transactions and address liquidity challenges through unique incentive programs. The discussion also highlights competition in decentralized exchanges, innovations in perpetual contracts, and the significance of community engagement. Tune in to explore the future of DeFi, driven by groundbreaking advancements and user-centric designs!
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Oct 9, 2024 • 1h 2min

Memecoins, the EigenLayer Debacle, and Bootstrapping Sui | Analyst Round Table

In this episode, our Blockworks Research analysts discuss trading paradigms, the growth of the memecoin sector, and bootstrapping the Sui and Aptos ecosystems Additionally, they dive into the launch of EIGEN and the pain points EigenLayer has run into. Finally, they close out the episode by asking themselves - how long do narrative trades last?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.--ResourcesBlockworks Financial Disclosures: https://blockworks.co/financial-disclosuresUniswap V3 Pools: ​​https://dune.com/coindataschool/uniswap-v3-pools-volume-fees-tvl-and-fee-aprMemecoins: Burgeoning Market or Transitory Blackhole | Blockworks Research: https://app.blockworksresearch.com/research/memecoins-burgeoning-market-or-transitory-blackhole--Special thanks to our sponsor, Nillion!Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork--Follow Ryan: https://x.com/_ryanrconnorFollow Danny: https://x.com/defi_kay_Follow Boccaccio: https://x.com/tripleboccaccioFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Timestamps:(0:00) Introduction(3:10) Is This Time Different?(4:49) Are Memecoin Trades Fair Play Now?(13:56) Growing the Sui & Aptos Ecosystems(21:49) Nillion Ad(27:50) The Launch of EIGEN(37:07) Network Valuations (52:58) How Long Do Narrative Trades Last?--Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
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Oct 2, 2024 • 54min

Are Animal Spirits Returning Onchain? | Analyst Round Table

In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance.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.--ResourcesBlockworks Research Arbitrum Report: https://x.com/blockworksres/status/1835773042359959814Blockworks Research Metis Report: https://x.com/blockworksres/status/1839379026676506779Blockworks Research Metaplex Report: https://x.com/blockworksres/status/1841107896941363380Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/--Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more!--Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii--Follow Marc: https://x.com/marcarjoonFollow Ryan: https://x.com/_ryanrconnorFollow Danny: https://x.com/defi_kay_Follow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Timestamps:(0:00) Introduction(3:23) Animal Spirits Returning Onchain(4:13) Macro Shifts Across the Globe(10:01) Chaos Labs Ad(10:34) Permissionless III Ad(11:48) The Ethereum vs Solana Debate Rages On(20:46) Is Sui A Credible Competitor to Solana?(26:07) The Pros & Cons of VC Funding vs ICOs(40:05) Firedancer's Impact on Solana Performance--Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks Research: https://www.blockworksresearch.com/Free Daily Newsletter: https://blockworks.co/newsletter--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

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