0xResearch

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!

Dive into the fascinating world of institutional crypto adoption and discover how traditional finance is increasingly engaging with digital assets like Bitcoin and Solana. Explore the intense competition between trading platforms and decentralized exchanges as regulations evolve. The discussion heats up with insights on Aave's strategic moves and the meme coin craze, particularly the PumpFun phenomenon, analyzing its sustainability and impact on the Solana ecosystem. Prepare for a lively debate on the future of crypto's most playful assets!

John Glover, CIO of Ledn, dives into the world of Bitcoin-backed lending, showcasing his background in traditional finance. He explains why Bitcoin is an ideal collateral and shares insights on risk management that helped Ledn withstand market upheavals. The discussion highlights the booming global demand for Bitcoin loans and the nuances between Bitcoin-backed and traditional loans. Glover also explores the potential for decentralized finance, regulatory hurdles, and Ledn's future plans to expand its funding offerings.

Guests Jon Charbonneau, co-founder of DBA and a crypto venture expert, and Matthew Sigel, the crypto research head at VanEck, delve into the complexities of valuing digital assets. They discuss whether traditional finance metrics apply to crypto and how market sentiment influences pricing. The conversation also highlights the importance of tokenomics, with a focus on inflation and staking's impact on valuations. Additionally, they explore the challenges of high premiums and the effectiveness of technical analysis in the volatile crypto market.

Lucas Bruder, CEO and co-founder of Jito Labs, delves into the evolving landscape of Solana staking and governance. He discusses the implications of the JitoSOL Securities Classification Report and the potential for staked ETFs. Bruder also explores recent governance proposals and how they could impact validator behaviors and network health. Furthermore, he reflects on the changing dynamics in the crypto world, highlighting the shift from speculation to practical applications and the need for stakeholder engagement.

The podcast dives into the current bearish sentiment in the cryptocurrency market, examining Solana's controversial ad and its implications. It tackles the relevance of memecoins and the speculative behaviors of traders influenced by social media. The discussion also reveals insights into blockchain governance, addressing ethical issues and decision-making dynamics. Finally, a comparison between DeFi and traditional finance highlights the evolving landscape, suggesting that established players like Robinhood may soon dominate the crypto scene.

In this episode of 0xResearch, Steven Goldfeder, co-founder and CEO of Offchain Labs, joins to discuss Arbitrum's latest developments. To kick things off, Steven breaks down Timeboost, a new transaction ordering policy aimed at balancing fairness and MEV value capture. We also dive into Ethereum’s interoperability challenges, governance dynamics, and the long-term vision for scaling and innovation. 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.--ResourcesARB: A Timeboost Turnaround?: https://app.blockworksresearch.com/flashnotes/arb-a-timeboost-turnaround--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--Follow Steven: https://x.com/sgoldfedFollow Darren: https://x.com/0xMimsFollow Boccaccio: https://x.com/salveboccaccioFollow Blockworks Research: https://x.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/Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh--Timestamps:(0:00) Introduction(3:55) What is Timeboost?(12:11) Feedback on the Timeboost Proposal(14:22) Achieving True Interoperability(20:28) Real-time Proving and Its Impact on Interop(26:56) The Evolution of Wallets(31:16) What Should Ethereum Enshrine?(39:32) dYdX Snippet(43:04) The L2 Landscape Today(48:51) Arbitrum Governance(59:34) Looking Forward--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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts dives into key market updates, including the U.S. Strategic Bitcoin Reserve announcement, and Bitcoin’s outlook going forward. They also explore Solana’s SIMD-228 proposal, and its implications for validators and staking rewards. Finally, they discuss the future of real-world assets onchainThanks 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.--ResourcesBitcoin February 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-february-2025-updateSIMD-228 Deep Dive: https://x.com/0xcarlosg/status/1899570952943387023The Effects of SIMD-96: https://x.com/0xcarlosg/status/1892181938770694418--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.--Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports. Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report. Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.  Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x--Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york--0xResearch needs your help! We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on?To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd--Follow Carlos: https://x.com/0xcarlosgFollow Marc: https://x.com/marcarjoonFollow Danny: https://x.com/defi_kay_Follow Blockworks Research: https://x.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/Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh--Timestamps:(0:00) Introduction(1:06) Reactions to the Strategic Bitcoin Reserve(5:00) Bitcoin's Outlook Going Forward(15:37) Ledger Ad(15:53) TradFi's Plans to Enable 24-Hour Trading(23:48) Ledger Ad(24:21) The SIMD-228 Debate(37:03) Future Proposals After SIMD-228(44:09) CryptoTaxCalculator Ad(44:41) Expectations For RWAs(57:56) DAS NYC 2025--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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we’re joined by the one and only Josh Litchman to discuss the power of front-end moats, building effective feedback loops, and the evolving landscape of crypto gaming. The conversation dives into how opinionated front ends shape user behavior, why order flow is the ultimate asset, and how games like Pixels leverage behavioral economics. We also explore the shift from traditional front ends to trading bots, the challenges of designing sustainable in-game economies, and the growing role of liquid funds in crypto markets.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--Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york--0xResearch needs your help! We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on?To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd--Follow Josh: https://x.com/joshlitchmanFollow Tolks: https://x.com/_tolksFollow Boccaccio: https://x.com/salveboccaccioFollow Blockworks Research: https://x.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/Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh--Timestamps:(0:00) Introduction(2:39) Sui's World Liberty Finance Announcement(7:24) Defensive vs Growth Tokens(16:32) Can Front Ends be a Moat?(28:13) The Shift to Trading Bots(42:53) dYdX Snippet(45:29) Crypto Gaming Today(55:13) How Can Onchain Games Capture Users?--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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Analysts weigh in on the potential for a U.S. crypto reserve, with debates on Bitcoin's role. The evolving landscape of Solana’s DEXs is explored, particularly how new innovations impact trading volumes. Base’s Flashblocks are introduced as a way to enhance transaction speed and efficiency. The rise of tokenization in decentralized finance is discussed, alongside the influence of institutions like Coinbase and BlackRock. Lastly, challenges and regulatory shifts in the crypto market are analyzed, stressing resilience and future opportunities.