0xResearch

In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.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 -- Missed DAS? 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 Jon: https://x.com/jon_charb Follow Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor Follow Boccaccio: https://x.com/salveboccaccio 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 (2:17) Thoughts on Venture and Liquid Markets (9:01) Should VCs Benchmark Against BTC? (11:47) Outlook on Celestia and Solana (21:48) Tokenizing Everything (24:23) SVM Chains & Firedancer (33:37) dYdX Snippet (37:24) Monad vs MegaETH (40:56) Does the L1 Premium Still Exist? (46:08) Scaling the Ethereum L1 (54:45) Ethereum's Culture Shift (1:08:50) Closing Comments -- 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.

In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the implications of its “for-fun” token. They also explore app vs. chain revenue dynamics, and the evolving role of “fat apps” in capturing value across crypto ecosystems. 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. -- Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.  Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3 -- Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Missed DAS? 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 Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor 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 (2:05) Is Bitcoin Decoupling? (7:33) Can Zora's Model Work? (18:39) Ads (Algorand & Ledger) (19:19) Are People Going to Pay For Content? (34:23) Ads (Algorand & Ledger) (35:26) Zora Announces Their Token (46:43) App Revenue is Growing Faster Than REV (56:49) Closing Comments -- 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.

In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi. 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 Converge Technical Specification & Roadmap: https://x.com/convergeonchain/status/1912853619038461967 -- 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 -- Missed DAS? 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 Converge: https://x.com/convergeonchain Follow Ethereal: https://x.com/etherealdex Follow Guy: https://x.com/gdog97_ Follow Boccaccio: https://x.com/salveboccaccio 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 (1:45) Recent Product Launches (5:33) Asset Issuance on Converge (11:20) Scaling Ethena (13:12) Considering New Assets For Staking Yield (15:25) Dealing With Risk (17:34) USDtb's Place in the Ethena Ecosystem (21:52) Overview of Ethereal (24:47) Converge DApps (28:47) Credit Expansion and Associated Risks (31:34) dYdX Snippet (39:12) Will Ethereal Harm Relationships With Exchanges? (41:17) Protocols Hardcoding USDe to 1$ (44:25) USDe's Competition (46:10) The Biggest Risks to Ethena (48:14) The Fee Switch (52:18) Ethena's Focus Going Forward -- 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.

Mark Arjun, a Blockworks Research analyst focusing on macro conditions and traditional finance, explores the intersection of crypto and traditional finance. He discusses the rise of tokenized gold and the increasing institutional interest in Solana. The conversation delves into economic predictions, potential recession indicators, and the dynamics of trading platforms. They critique airdrop strategies while examining the impact of major holders on market behavior, all while debating the future of cryptocurrencies like Ethereum and Bitcoin.

Joining the discussion are Paul Faecks, the innovative Founder of Plasma, focusing on stablecoin infrastructure, and Zaheer from Split Capital. They delve into why traditional blockchains fall short for stablecoin settlements and explore Plasma's unique architecture. The conversation highlights the implications of a dedicated stablecoin chain for global payments, tackling challenges like transaction spam and regulatory hurdles. With trillions poised to move on-chain, they envision the transformative future of digital finance and the competitive landscape of stablecoin protocols.

Jacob Sharples, known as 0xSharples, is a crypto analyst who dives into the competition between PumpFun and Raydium. They discuss how frontend design impacts user loyalty and explore Solana's governance challenges along with its fluctuating application revenue. The conversation shifts to Bitcoin’s resilience in the crypto landscape and its correlation with stock market trends. Additionally, they analyze the evolving dynamics of crypto trading and the importance of strategic token launches in enhancing user engagement.

In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current crypto market positioning, stablecoin monetization, and Hyperliquid’s HLP. We also discuss institutional interest in DeFi tokens, crypto’s split token-equity dynamic, risks for Ethena and Pendle, pumpfun's staying power, and why Robinhood may outcompete Coinbase. 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. -- Missed DAS? 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 James Christoph: https://x.com/JamesChristoph_ Follow Felix: https://x.com/fejau_inc Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio 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 (2:00) Current Crypto Positioning (9:42) Who is Buying Defi Tokens? (16:49) Crypto's Split Equity & Token Dynamic (21:09) Stablecoins Are Booming (28:08) Thoughts on Ethena and Pendle (36:07) What Happened to Hyperliquid? (48:08) Looking at Pumpfun Data (57:47) Robinhood vs Coinbase (1:04:43) Crypto Needs Undercollateralized Lending -- 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.

Discover the explosive growth of stablecoins as institutions latch on to their potential! The discussion unveils the regulatory hurdles and investment strategies shaping this evolving market. Hear about the impact of new legislation, like the GENIUS Act, on stablecoin issuers. Learn how innovative technologies are creating opportunities for zero-fee transactions and the shift in traditional finance toward decentralized finance. Insights shed light on the contrasting outlooks between institutional players and retail investors in the crypto landscape.

Haseeb Qureshi, a prominent voice in crypto venture capital, and Mike Dudas, a seasoned entrepreneur in the blockchain space, engage in a lively debate on the relevance of VCs in today's crypto landscape. They explore the rise and fall of meme coins, scrutinizing their impact and the market's shifting perceptions. The discussion delves into evolving project funding, the challenges of sustainable token models, and the role of VCs as long-term partners. Their contrasting views spark a thought-provoking analysis of the future of funding in the crypto ecosystem.

Carlos and Marc dive into the exciting world of tokenization and how institutions are starting to embrace it. They discuss the dominant role of private credit in real-world assets and the potential of permissioned blockchains. The conversation also navigates the evolving landscape of stablecoins and innovative projects that could attract institutional interest. Insights on regulatory challenges and the balance between decentralization and mainstream adoption add depth to the discussion, making it a must-listen for crypto enthusiasts!