0xResearch
Blockworks
0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space. Subscribe 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/Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
Episodes
Mentioned books
Sep 4, 2024 • 1h 10min
The Open Networks Path Forward | Analyst Round Table
The analysts dive into whether Layer 2 solutions are parasitic in nature. They unpack MakerDAO's transformation into Sky and its broader implications for crypto branding. The discussion also highlights the recent arrest of the Telegram founder and its potential impact on the TON narrative. Finally, they speculate on the future of L2s and their reliance on Ether as a primary gas token, pondering the evolving dynamics within the Ethereum landscape.
Aug 29, 2024 • 55min
Dill’s Big Bet on Modular Crypto | Ted
Ted, Co-founder of Dill and a designer of modular crypto solutions, shares insights on the future of blockchain technology. He discusses the importance of data availability and the innovations they’re implementing to enhance Ethereum's scalability. Ted delves into his vision for Danksharding and outlines the challenges of onboarding new roll-ups. Listeners will also learn about an exciting upcoming crypto event and the benefits of the Polygon Community Grants Program. This conversation is packed with strategies and futuristic thinking!
Aug 28, 2024 • 58min
The Edge in Liquid Markets| Noah & Felipe
Noah and Felipe from Theia are experts in liquid and private token markets. They discuss how to reconcile fundamentals with valuations in crypto, emphasizing the importance of discipline in public markets. The duo shares insights on dealing with malicious Miner Extractable Value (MEV) and their perspectives on activist investing in the crypto space. They also explore token design, suggesting that simpler structures can lead to better outcomes. The conversation sheds light on evolving capital-raising strategies and the future landscape of token markets.
Aug 22, 2024 • 56min
Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds
In this discussion, cryptocurrency expert Kez and meme coin commentator Tolks dive into the waning interest in volatile tokens, exploring the summer slump of meme coins. They dissect the rise of prediction markets like Polymarket and the implications of Ethereum's trucking gas fees. There's a candid analysis of the market's resilience despite ongoing volatility, alongside insights into Hyperliquid's growth and the evolving DeFi landscape. Listeners are treated to a mix of humor and sharp commentary on crypto’s turbulent but exciting times.
Aug 21, 2024 • 1h 5min
The Modular Thesis Is Dead | Analyst Round Table
The discussion kicks off with Drift's new prediction market on Solana, igniting interest in this innovative space. Analysts dive into the evolution of decentralized social media, addressing challenges in differentiation and user engagement. They critique existing monetization models that reward divisive content. The conversation highlights Ethereum's potential rivalry with its own layer 2 solutions and declares the Modular Thesis effectively over. Wrapping up, the integration of AI in crypto is explored, showcasing new possibilities and hurdles on the horizon.
Aug 15, 2024 • 45min
Crypto's Solution for the Hidden Web Resource War | Andrej, Grass
Andrej, a representative from a decentralized network, and Grass, a pioneer in democratizing web data access, dive into innovative strategies for web scraping. They discuss how GRASS is tackling data poisoning and enhancing AI training with real-time data. The duo highlights the ethical advantages of their platform compared to traditional methods, while also exploring decentralized nodes and their implications for performance. They wrap up with exciting plans for mobile access and new features aimed at expanding user engagement.
Aug 14, 2024 • 1h 4min
The Pump Fun War Zone | Analyst Round Table
The discussion kicks off with bullish Ethereum ETF flows and what that could mean for the market. Analysts delve into the potential future catalysts for Celestia and whether established chains might switch to it. They also assess the token distribution strategies of Ethereum Layer 2s, suggesting improvements. The mechanics of capturing MEV take center stage, and the conversation shifts to the lively debate in the Pump Fun war zone, highlighting the dynamic landscape of cryptocurrencies.
Aug 8, 2024 • 1h 10min
What Went Wrong with Multichain Crypto | Stan & Zon, Initia
In this discussion, Stan and Zon, founders of Initia, tackle the complexities of multichain systems. They delve into issues like liquidity fragmentation and user experience challenges crippling blockchain interconnectivity. Solutions such as interwoven rollups and their Vested Interest Program are introduced as potential remedies. The duo shares insights from their recent incentivized testnet launch, revealing both hurdles and valuable lessons learned. They also highlight the importance of community engagement and innovation for a more cohesive blockchain ecosystem.
Aug 7, 2024 • 1h 4min
Finding Bullish Themes in the Crypto Wreckage | Analyst Round Table
Analysts navigate the wreckage of the crypto market, diving into Coinbase's earnings and the dominance of stablecoins like USDT and USDC. They ponder PayPal's competitive edge in the crypto landscape and explore innovative investment strategies in this volatile environment. The discussion also highlights Avalanche's adoption challenges and opportunities within its modular architecture. Additionally, intriguing thoughts on decentralized computation and data privacy introduce a fresh perspective on the future of digital finance.
Aug 1, 2024 • 46min
Bringing ZK Proofs to Developers Everywhere | Uma Roy
Uma Roy, Co-founder and CEO of Succinct Labs, shares her insights on the transformative power of zero-knowledge proofs. She discusses the SP1 project aimed at simplifying zkVMs for developers, emphasizing the importance of open-source innovation. The conversation also delves into the potential shift from optimistic to zk rollups, shedding light on efficiency and scalability. Roy speculates about the future of prover networks and encourages community involvement, painting an exciting picture for the evolution of blockchain technology.
