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0xResearch

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Dec 14, 2022 • 1h 20min

zkSync's Technical Roadmap | Alex Gluchowski, Anthony Rose

In this week's episode of 0xResearch, Alex Gluchowski and Anthony Rose join us to discuss zkSync's technical roadmap and goal to become the standard that trustlessly connects execution environments. We explore the motive behind transitioning to open-source, why zkSync chose EVM compatibility (not equivalence), the path to decentralizing the sequencer & prover, account abstraction and more!- -Timestamps:(00:00) Introduction(00:52) Hot Seat/Cool Throne(17:12) Bored Ape Staking & Flipside Insights(21:07) Chainalysis Ad(21:46) $200M Raise & Partnership With OpenZeppelin(28:47) EVM Compatability vs EVM Equivalence(34:18) Decentralizing The Sequencer & Prover(41:33) Scaling via L3s(50:54) Chainalysis Ad(51:36) Building Trustless Interoperability(58:33) Alpha Mainnet(1:03:38) zkSync’s architecture design choice(1:09:05) Account Abstraction(1:14:31) Disrupting The Status Quo- -Follow Alex: https://twitter.com/gluk64Follow Anthony: https://twitter.com/anthonykroseFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow 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:Flipside Bored Apes Chartshttps://app.flipsidecrypto.com/dashboard/bayc-and-ape-staking-XZIYcwzkSync websitehttps://zksync.io/Matter Labs websitehttps://matter-labs.io/Slush, a proposal for Fractal scalinghttps://hackmd.io/@kalmanlajko/rkgg9GLG5--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Dec 7, 2022 • 1h 10min

Bitwise: Crypto's Massive Opportunity | Matt Hougan, Ryan Rasmussen

In this week's episode of 0xResearch, Matt Hougan and Ryan Rasmussen join us to discuss Bitwise's crypto thesis. We explore the expected fallout from FTX, Coinbase's massive market opportunity, Bitwise's investment products, crypto's next big unlock and more! Matt and Ryan share insight after insight in this brilliant episode that will leave you feeling psyched about the future of crypto.- -Timestamps:(00:00) Introduction(01:05) Hot Seat/Cool Throne(13:53) Across Airdrop, Flipside Insights & Chainalysis(19:53) Expected Industry & Regulatory Fallout From FTX(34:40) Coinbase’s Massive Opportunity(38:13) “Chainalysis Ad”(38:55) Coinbase’s Massive Opportunity(42:31) Bitwise's Crypto Funds(47:49) How Has Client Interest Changed?(52:34) Custody, Governance and Fund Allocation(56:37) A Multichain vs Cross-Chain Future(01:01:24) Crypto’s Next Big Unlock(01:06:54) Should Tokens Generate Cash Flows?- -Follow Matt: https://twitter.com/Matt_HouganFollow Ryan: https://mobile.twitter.com/rasterlyrockFollow Dan: https://twitter.com/smyyguyFollow 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:Maxine Waters' tweet to SBFhttps://twitter.com/RepMaxineWaters/status/1598693811252875264Circle's tweet on terminating Concord business combinationhttps://twitter.com/circle/status/1599764500923703296Matt's tweet on Coinabase's growthhttps://twitter.com/Matt_Hougan/status/1455626864400076800--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Nov 30, 2022 • 1h 40min

Why dYdX is Back in the Spotlight | Antonio Juliano

In this week's episode of 0xResearch, Antonio Juliano (the founder of dYdX) joins us to discuss dYdX's roadmap and upcoming AppChain. The fallout from FTX has shifted the spotlight to decentralized DEXs, and dYdX is in a perfect position to be the go-to DEX for perpetual trading. Antonio explains why dYdX is building an AppChain, what features to expect, how dYdX approaches MEV, new asset on-ramps and more. Antonio is a DeFi legend, you don't want to miss this one!- -Timestamps:(00:00) Introduction(00:53) Hot Seat/Cool Throne(23:08) Flipside Insights(26:23) Chainalysis Ad(27:09) FTX's Ripple Effects Across CeFi & DeFi(34:36) Chainalysis Ad(35:18) FTX's Ripple Effects Across CeFi & DeFi(40:08) Brand As A Moat(44:46) How dYdX Can Outmatch CeFi(51:32) Expected FTX Regulatory Fallout(56:34) Risk Mgmt & dYdX’s Safety Module(01:03:37) SubDAOs & Governance(01:06:28) dYdX AppChain Update(01:15:33) How dYdX Will Approach MEV(01:18:50) On & Off Ramps To dYdX(01:25:19) Returning Fees To Stakers & The Future Of dYdX(01:30:36) Post-Interview Recap- -Follow Antonio: https://twitter.com/AntonioMJulianoFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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:Jason's "3 stages of a bear market" tweet threadhttps://twitter.com/jasonyanowitz/status/1536365738906202112dYdX websitehttps://dydx.exchange/USDC's cross-chain protocol announcementhttp://bit.ly/3VxF57x--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Nov 23, 2022 • 1h 21min

What's Next For ATOM 2.0? | Youssef Amrani, Sam Hart

In this week's episode of 0xResearch, Youssef Amrani and Sam Hart join us to discuss why Prop 82 was vetoed and what's next for ATOM 2.0. We start with the details of Prop 82, why it was controversial and the potential path forward. Youssef and Sam then break down the Allocator and Scheduler, the impacts of liquid staking, ATOM inflation and expected timelines. This is the go-to podcast for ATOM 2.0 fans/skeptics.- -Timestamps:(00:00) Introduction(01:17) Hot Seat/Cool Throne(19:22) Flipside Insights(20:26) “Chainalysis Ad”(21:05) Interview Start: Why Was Prop 82 Vetoed?(30:53) The ATOM Growth Engine: Allocator & Scheduler(39:24) A Marketplace For Cross-Chain MEV(43:05) “Chainalysis Ad”(43:47) A Marketplace For Cross-Chain MEV(47:05) Liquid Staking On Cosmos Explained(56:38) ATOM Inflation(01:04:01) The Timeline(01:07:06) The Cosmos Assembly & Charter(01:10:35) Post-Interview Recap- -Follow Youssef: https://twitter.com/youssef_amraniFollow Sam Hart: https://twitter.com/hxrtsFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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/- -ResourcesATOM 2.0 Whitepaperhttp://bit.ly/3EtdVYE--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Nov 16, 2022 • 1h 5min

FTX Implodes: SBF's Demise & Fallout Explained | Westie, Matt Fiebach

In this week's episode of 0xResearch, we bring on Westie and Matt Fiebach to discuss FTX's implosion, the impending fallout and how this affects the broader ecosystem. We then debate Cosmos 2.0, dYdX's AppChain thesis and the importance of native USDC on Cosmos. Is Cosmos gmi or is it just a great idea with bad execution? Tune in to find out!- -Timestamps(00:00) Introduction(00:55) Hot Seat: NFT PFPs, Custodians & Solana(12:55) Cool Throne: ETH Stakers, DeFi Perps, Proof-Of-Reserves(19:28) Flipside Insights(21:08) FTX Implodes, The Fallout(24:57) “Chainalysis Ad”(25:39) FTX Implodes, The Fallout(43:47) Cosmos 2.0 Update(57:52) dYdX AppChain Analysis(59:59) Native Cosmos USDC, Bullish- -Follow Westie: https://twitter.com/WestieCapitalFollow Matt: https://mobile.twitter.com/mattfiebachFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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/- -ResourcesWestie's Twitter thread on FTX's liquidation enginehttps://mobile.twitter.com/WestieCapital/status/1591089073468280832Cosmos Prop 82https://www.mintscan.io/cosmos/proposals/820xngmi (The Llama)https://twitter.com/0xngmi--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Nov 9, 2022 • 1h 23min

Bitcoin Miners, Is The Worst Over? | Will Clemente

Disclaimer: This episode was recorded before the craziest day in crypto, aka Binance's announced acquisition of FTX.In this week's episode of 0xResearch, we bring on Will Clemente to discuss the state of Bitcoin mining. Some of the most prolific miners are facing default, and consolidation is on the horizon. How did miners get into this position? What happens next, and will this impact the BTC and broader crypto market? Tune in to find out!- -Timestamps(00:00) Pre-Interview: Alameda Drama, Cool Thrones & Art Gobblers(18:09) Art Gobbler Insights by Flipside(26:40) Chainalysis Ad(27:12) SBF & Binance Drama(30:11) The State of Bitcoin Mining(46:14) How Big Is The Potential Fall Out?(51:58) Chainalysis Ad(52:40) ASICs & Mining Rigs, Time To Buy?(56:44) Bitcoin’s Declining Subsidy & The Lightning Network(01:01:41) Is Hash Rate A Trading Signal?(01:03:26) Bitcoin As The On-Chain Reserve Asset(01:04:35) Will’s Investing Framework(01:10:09) Will ETH Flip BTC?(01:14:15) Post-Interview Recap- -Follow Will: https://twitter.com/WClementeIIIFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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/- -ResourcesEric Voorhees & SBF podcast episodehttps://spoti.fi/3t8lD5lknower's Twitter accounthttps://twitter.com/knowerofmarketsReflexivity Researchhttps://www.reflexivityresearch.com/Ultra Sound Moneyhttps://ultrasound.money/Blockworks Researchhttps://www.blockworksresearch.com/Blockworks Researchhttps://www.blockworksresearch.com/Blockworks Research Newsletterhttps://blockworks.co/newsletter/daily-debrief-by-blockworks-research/--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Nov 2, 2022 • 1h 14min

MEV Markets: Flashbots, Censorship & Exclusive Order Flow | Westie

In this week's episode of 0xResearch, we bring on Westie to explore the "dark arts "of crypto: MEV Markets. We discuss the underlying mechanics of MEV-Boost, the threat of censorship, Flashbots' dominance, the flywheel of exclusive order flow and more.And if MEV isn't your thing, check out our pre-interview segment with Matt & Pibblez. Why? Because it's like a weekly newsletter, except not boring and delivered straight to your ears.- -Timestamps(00:00) Introduction(00:02) Pre-Interview: News, Hot Seat, Data Insights(21:15) Flashboys 2.0(26:10) MEV Boost Explained(30:47) Threat of Censorship(38:59) Exclusive Order Flow(42:26) Manifold & MEV’s Biggest Players(48:35) Staking Rewards & Flashbot’s Dominance(59:47) Do All Liquid Staking Providers Use Flashbots?(01:03:47) Our Closing Question(01:05:34) Post-Interview Recap- -Follow Westie: https://twitter.com/WestieCapitalFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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/- -ResourcesSushi: The Bull & Bear Casehttps://www.blockworksresearch.com/research/sushi-the-bull-and-bear-caseFlash Boys 2.0https://arxiv.org/abs/1904.05234Ethereum Is A Dark Foresthttps://www.paradigm.xyz/2020/08/ethereum-is-a-dark-forestMEV In PoS Ethereum (Westie)https://bit.ly/3gZ7DrwUnderstanding MEV Twitter Threadhttps://twitter.com/blockworksres/status/1584937588552441856Chainalysis Insights Tabhttps://blog.chainalysis.com/Sushi Chart (Flipside)https://bit.ly/3FvHT0aUnderstanding MEV Twitter Threadhttps://twitter.com/blockworksres/status/1584937588552441856--Blockworks Research https://www.blockworksresearch.com/Blockworks Research Newsletterhttps://blockworks.co/newsletter/daily-debrief-by-blockworks-research/--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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.
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Oct 26, 2022 • 51sec

TRAILER: 0xResearch, with Sam Martin and Dan Smith

Welcome to 0xResearch, a podcast by 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 two 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. 

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