Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more!And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum.- -Timestamps:(00:00) Introduction(00:59) Hot Seat/Cool Throne(21:50) Interview Start: The Modular Stack(24:23) The Role of Centralized Sequencers(28:29) Lightspeed Promo(29:10) Decentralized Sequencer Design(36:28) Why Will L2s Use a Shared Sequencer?(45:00) Cross-Rollup Atomic Composability(53:12) Rollup MEV Capture(1:01:00) A Winner-Takes-Most Market?(1:04:20) Restaking: Aligning L1 and L2 Economic Value(1:10:23) Who are the Ideal Users?(1:14:33) Supported Virtual Machines - -Follow Josh: https://twitter.com/JskybowenFollow Ben: https://twitter.com/benafischFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow Purplepill: https://twitter.com/purplepill3mFollow 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/- -Resources:Voltz's new cross-margining producthttps://twitter.com/voltz_xyz/status/1645741501002010624Espresso Systemshttps://www.espressosys.com/https://twitter.com/EspressoSysAstriahttps://www.astria.org/https://twitter.com/AstriaOrgThe Inevitability of UNIchainhttps://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4Espresso on L1 and L2 economic incentive alignmenthttps://hackmd.io/@EspressoSystems/EspressoSequencer- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch as Nick White explains how Celestia's modular data-availability network enables anyone to deploy scalable blockchains with minimal overhead. Builders have shifted their focus from monolithic L1s to building modular infrastructure that scales through specialization, data availability sampling and cryptography. Learn how modular blockchains can maintain interoperability, Celestia's security guarantees, decentralized sequencers, Ethereum's tradeoffs, trust-minimized settlement and more!And as usual, we start the episode with our analyst bullpen to discuss a $25M MEV exploit, xNFT backpack, Sushiswap's exploit and ETH's Shapella's upgrade.- -Timestamps:(00:00) Introduction(00:44) Hot Seat/Cool Throne(22:24) Interview Start: Nick White(24:18) Celestia’s Value Proposition(29:40) Lightspeed Promo(30:20) Maintaining Interoperability(35:15) Security Guarantees(39:33) Light Clients(42:04) Cosmos, Sequencers and Libraries vs Networks(56:02) Pros and Cons of Ethereum(58:19) Trust Minimized Bridges and Settlement(1:02:12) DAS: Erasure Coding vs KZG(1:13:17) Bitcoin as a DA Layer(1:16:48) Oracle Infrastructure- -Follow Nick: https://twitter.com/nickwh8teFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Purplepill: https://twitter.com/purplepill3mFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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/- -Resources:Clusters by Mustafa Al-Bassamhttps://blog.celestia.org/clusters/Settlement Assurances by Nic Carterhttps://medium.com/@nic__carter/its-the-settlement-assurances-stupid-5dcd1c3f4e41Libraries vs. Networks by Jesse Waldenhttps://variant.fund/articles/libraries-vs-networks/Celestiahttps://celestia.org/https://twitter.com/CelestiaOrg- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch as we interview Preston Evans, the Chief Scientist of Sovereign Labs. Why should you care about Sovereign? Because they're building the Sovereign SDK. Like the Cosmos SDK that enables modular plug-and-play experimentation for L1s, the Sovereign SDK is a modular toolkit for building zk-rollups on any chain with seamless composability. In this episode, we discuss how Sovereign's design compares to the Cosmos SDK and IBC, smart contract vs Sovereign rollups, the role of data availability, decentralized sequencer design and more! This is my favorite 0xResearch episode yet.And as usual, we start the episode with our analyst bullpen to discuss the recent governance drama at Arbitrum!- -Timestamps:(00:00) Introduction(00:45) Arbitrum's Governance Blunder(15:04) Blockworks Research(16:03) Interview Start: What is Sovereign?(22:23) The Sovereign SDK vs Cosmos SDK(23:59) Settlement on Smart Contract vs Sovereign Rollups(28:14) The Role of Data Availability(32:24) Decentralized Sequencers(37:54) Optimistic Rollup Tradeoffs(41:24) Composability and IBC(52:22) What Is Sovereign’s X Factor?(54:17) Building Rollups on Bitcoin(59:11) Sovereign’s Business Model and Timeline- - Follow Preston: https://twitter.com/prestonevans__Follow Westie: https://twitter.com/WestieCapitalFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Purplepill: https://twitter.com/purplepill3m Follow Matt: https://twitter.com/MattFiebachFollow 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/ - -Resources:Delegate ARB to Blockworks Researchhttps://twitter.com/blockworksres/status/1639279479368368132Sovereign Labshttps://www.sovereign.xyz/https://twitter.com/sovereign_labs- - 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch as we interview Jayendra Jog (co-founder of Sei) to discuss Sei, a highly optimized sector-specific L1 with a built-in order-matching primitive. Put simply, Sei is building the premier infrastructure for decentralized exchanges. In this episode, Jay explains why Sei chose the Cosmos SDK, why pursue a sector-specific chain, the mechanics behind optimistic block processing and parallelization, Sei's validator set, native oracles and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more!- -Timestamps:(00:00) Introduction(00:22) Hot Seat/Cool Throne(24:40) Blockworks Research(25:38) Interview Start: Sei’s Origin(28:36) Why Use the Cosmos SDK?(33:43) Why a Sector-Specific Chain?(37:09) Optimistic Block Processing and Intelligent Block Propagation(49:50) Parallel Processing(53:48) The Tradeoffs(56:14) Sei’s Validator Set, Sei’s Token and MEV(1:09:56) Price Oracles(1:13:42) Ecosystem and Airdrop Strategy(1:19:35) Partnerships with Centralized Exchanges- -Follow Jay: https://twitter.com/jayendra_jogFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Purplepill: https://twitter.com/purplepill3mFollow Pibblez: https://twitter.com/0xpibblezFollow 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/- -Resources:Arbitrum airdrop dashboardhttps://dune.com/blockworks_research/arb-airdropSeihttps://www.seinetwork.io/https://twitter.com/SeiNetwork- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch as we interview Miguel Morel, Arkham's CEO. Unlike the traditional financial system, crypto is transparent and auditable. But, we need infrastructure that links wallets to specific identities (e.g. an exchange, pseudonym), or this transparency is just a list of alphanumerical accounts. That's why Arkham has built a platform to make tag wallets and on-chain data useful. Tune in as we explore Arkham and the implications for on-chain data in this deep dive!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, the rollup wars and Arbitrum's airdrop.- -Timestamps:(00:00) Introduction(01:08) Hot Seat/Cool Throne(33:15) Blockworks Research(34:14) Interview Start: Arkham(47:22) Dissecting the USDC Depeg(56:48) Making On-chain Data Useful(59:12) FTX Liquidator Blunders(1:04:45) How To Algorithmically Tag Wallets (1:09:50) Arkham’s Roadmap- -Follow Miguel: https://twitter.com/RealMiguelMorelFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Effort Capital: https://twitter.com/EffortCapitalFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Resources:Arbitrum airdrop dashboardhttps://dune.com/blockworks_research/arb-airdropRollups Aren't Real (Jon Charbonneau)https://joncharbonneau.substack.com/p/rollups-arent-realArkhamhttps://twitter.com/arkhamintelhttps://www.arkhamintelligence.com/- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Join us on 0xResearch with Joao Reginatto, the creator of USDC, as we discuss Circle's CCTP and its multichain vision. Learn how Circle's CCTP enables seamless cross-chain interactions, solving the security and UX issues that have plagued crypto. Joao explains why wallets and applications will integrate with CCTP and how Circle will bring native USDC to Cosmos. CCTP is the most exciting innovation in cross-chain infrastructure!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more!- -Timestamps:(00:00) Introduction(00:27) Hot Seat/Cool Throne(27:55) Blockworks Research(28:54) Interview Start: Circle's History(40:38) USDC in a Multichain World(46:13) Bridges and the Origins of CCTP(56:43) USDC Monetization(1:00:06) Is CCTP Permissionless?(1:01:25) Integrations, Noble (Cosmos) and dYdX(1:06:50) CCTP Use Cases- -Follow Joao: https://twitter.com/reginattoFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow David: https://twitter.com/EffortCapitalFollow Pibblez: https://twitter.com/0xpibblezFollow 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/- -Resources:Circle's CCTPhttps://developers.circle.com/stablecoin/docsArthur Hayes BTC stablecoin articlehttps://blog.bitmex.com/dust-on-crust/USDC Monitor dashboardhttps://dune.com/blockworks_research/usdc-monitor- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

On this week's episode of 0xResearch, Julien Niset and Alex Gluchowski join us to discuss how account abstraction, smart contract wallets and Layer 2s will 10x crypto's user experience. We explore how account abstraction works, the benefits and challenges, base layer (ETH L1) implementations and how Argent/zkSync are pushing these innovations forward. We also get a behind-the-scenes look at smart contract wallets, social recovery and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we discuss the top themes and narratives out of ETH Denver. This includes a host of new MEV innovations, EigenLayer hype and the zkEVM wars!- -Timestamps:(00:00) The Analyst Roundup(29:49) “Blockworks Research Ad”(30:48) Interview with Julien and Alex- -Follow Alex: https://twitter.com/gluk64Follow Julian: https://twitter.com/jnisetFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Westie: https://twitter.com/WestieCapitalFollow Ren: https://twitter.com/purplepill3mFollow 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/- -Resources:How EigenLayer Supercharges ETH with Sreeramhttps://spoti.fi/406bkgHEthereum Dashboardhttps://dune.com/blockworks_research/ethRelic Protocolhttps://relicprotocol.com/Argenthttps://www.argent.xyz/https://twitter.com/argentHQzkSynchttps://zksync.io/https://twitter.com/zksync- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

On this week's episode of 0xResearch, Tim Beiko shares his insights on Ethereum's governance, client diversity, and roadmap. We delve into the importance of EIP4844, the UX improvement from single-slot finality, Ethereum's state growth problem, the rationale behind MEV burn, and more! Tim is one of the most knowledgeable people on Ethereum's roadmap - you won’t want to miss this one!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Frax's CPI-pegged stablecoin, the L2 wars, Base and Jump's counter-exploit against the Wormhole exploiter!- -Timestamps:(00:00) Introduction(00:36) Hot Seat/Cool Throne(30:15) Blockworks Research(31:14) Interview Start: Tim Beiko(37:16) Ethereum’s Governance Process(47:09) Client Diversity(59:10) Shanghai, EIP4844 and Single Slot Finality(1:04:40) MEV and PBS(1:07:40) Stateless Ethereum(1:10:14) Decentralized Sequencing and Fraud Proofs(1:17:06) MEV Burn- - Follow Tim: https://twitter.com/TimBeikoFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Pibblez: https://twitter.com/0xpibblez Follow Ren: https://twitter.com/purplepill3mFollow 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/ - -Resources:Jump Executes Counter Exploit Against Wormhole Exploiterhttps://www.blockworksresearch.com/research/we-do-a-little-counter-exploitEthereum.orghttps://ethereum.org/en/- - 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's episode of 0xResearch, Lyn Alden explains macro markets and DeFi's shortcomings. Lyn is an absolute force in macro market analysis and is one of the few macro investors who understands crypto. In this conversation, we discuss if the Fed can manage a soft landing, if DeFi is only a closed loop of speculation, why smart contract protocols naturally centralize over time, the future of Bitcoin and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Blur's airdrop, Curve's future, the market rally and more!- -Timestamps:(00:00) Introduction(00:43) Hot Seat/Cool Throne(29:12) Blockworks Research(30:11) Interview Start: Lyn Alden(30:29) The State of Macro Markets(43:02) GBTC: a Good or Bad Product for BTC Exposure?(45:19) DeFi’s Speculative Closed Loop(50:57) The Promise of Stablecoins(57:39) Tokenization of RWAs(1:01:20) Bitcoin vs Smart Contract Platforms(1:05:21) Bitcoin’s Longevity(1:10:05) Ordinals and Bitcoin’s Blockspace(1:14:47) Decentralized Social(1:17:41) Using BTC to Buy a Cup of Coffee(1:23:18) Headwinds Against Decentralization- -Follow Lyn: https://twitter.com/LynAldenContactFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Westie: https://twitter.com/WestieCapitalFollow Ren: https://twitter.com/purplepill3mFollow 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/- -Resources:Westie's protocol-specific stablecoin reporthttps://www.blockworksresearch.com/research/protocol-specific-stablecoinsLyn Alden's websitehttps://www.lynalden.com/The Problems with DeFi & Crypto (by Lyn Alden)https://www.lynalden.com/defi-problems/- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's episode of 0xResearch, we bring on Ivan and Ilgiz from Gearbox to explore how Gearbox can offer traders up to 10x leverage while maintaining security and composability.As usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the SEC's ruling against BUSD and if stablecoins are wrecked! If that's not for you, skip to the interview segment where we discuss Gearbox credit accounts, how to prevent protocol bad debt, attracting passive liquidity, GEAR value accrual and more. You won't want to miss this deep dive into one of the most innovative projects in DeFi!- -Timestamps:(00:00) Introduction(00:24) Hot Seat/Cool Throne(20:47) Interview Start: Gearbox(32:05) How Liquidations Operate(37:55) Gas Fees and Deploying on L2s(39:41) Preventing Protocol Bad Debt(41:55) Liquid Staking Derivative Strategies(47:15) What are Gearbots?(52:30) Attracting Passive Liquidity(56:58) Gearbox Governance(1:00:11) GEAR Token Value Accrual- -Follow Ivan: https://twitter.com/ivangbi_Follow ilgiz: https://twitter.com/apeir99nFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow David: https://twitter.com/EffortCapitalFollow 0xPibblez: https://twitter.com/0xpibblezFollow 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/- -Resources:Gearboxhttps://gearbox.fi/- -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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.