0xResearch

In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research.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.--ResourcesUdi’s Take on the SBR: https://x.com/udiWertheimer/status/1896349477650530344Grass Episode: https://youtu.be/W7YJ8e2yZ58?feature=shared--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 zkMike: https://x.com/_zkmikeFollow 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(3:29) Market Thoughts & the Strategic Reserve(14:11) Crypto is Maturing(27:07) dYdX Snippet(29:52) Building Research Processes With AI(38:56) The Grass Thesis(53:50) ETHDenver Sentiment--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.

The team's discussions kick off with insights into the Bybit hack and its staggering $1.4 billion loss, highlighting security challenges in crypto. They delve into Kaito's airdrop, questioning its sustainability and regulatory implications. The conversation shifts to the duality of crypto tokens, drawing comparisons to Schrödinger's cat, alongside a critical look at evolving fundraising methods. User experience frustrations with wallets like Coinbase surface, while a light-hearted segment celebrates humor and community spirit within the crypto world.

Ian Unsworth, Co-founder of Kairos Research and former Binance US employee, delves into the fascinating world of DeFi, focusing on restaking and its impact on Solana's ecosystem. He discusses Solana's shifting market dynamics and challenges, including speculation and scams. The conversation touches on Kaito's tokenomics and community involvement, revealing essential insights into product value. Unsworth also examines the role of regulatory pressures and the unique positioning of Solana in the competitive blockchain landscape, hinting at future innovations.

The analysts dive into Bitcoin's new wave of institutional buyers and what this means for market sentiment. They also dissect Solana's rollercoaster ride with meme coins and its impact on valuations. The conversation shifts to the hype surrounding HyperEVM and Monad's testnet launch, marking significant developments in the crypto landscape. The group analyzes the evolving dynamics of meme coin trading, equating it to gambling, and reflects on the need for self-regulation in the industry amid increasing institutional interest.

Explore the current cryptocurrency landscape and the challenges facing Bitcoin and alternative currencies like Solana. Dive into Ethereum's future, tackling scalability through native roll-ups while maneuvering through community frustrations. The conversation shifts to Berachain's launch, debating what succeeded and what faltered amid market pressures. Delve into investment strategies while navigating the tension between innovation and the crypto culture of overpromising. Unpack the balance of optimism and caution in an ever-evolving sector.

Dive into the fascinating world of cryptocurrency as experts dissect the Binance Listing Premium and its market implications. They unpack Jito's innovative TipRouter, which enhances transaction bidding on Solana, boosting revenue significantly. The analysts explore Solana's impressive performance amid service challenges and the impact of token listings on market sentiment. Additionally, insights on the fee structure of upcoming trading platforms and the anticipation surrounding Berachain's launch reveal exciting trends in blockchain technology.

Join Jason and Andrea as they explore the future of intellectual property in the digital realm. They discuss how blockchain and AI can transform IP management and licensing, making it more efficient. The conversation highlights a decentralized validation service that protects creators' rights while navigating disputes. Fascinating applications in DeFi are showcased, including the on-chain use of popular songs. Together, they envision a user-friendly landscape for creators, blending innovation and technology to revolutionize the IP space.

Analysts dive into the impact of DeepSeek on the market and discuss Trump's executive orders reshaping crypto regulations. They highlight the repeal of SAB 121, simplifying compliance for crypto assets, and the potential for banks holding Bitcoin as collateral. With rising interest from traditional finance, they explore innovative trends in meme coins and DeFi in the Solana ecosystem. The discussion also covers Jupiter's trading volume dominance and the influence of new payment initiatives like Visa's X wallet.

Luca Netz, the visionary creator of Abstract Chain, delves into consumer-centric blockchain experiences during this captivating discussion. He emphasizes the significance of user-friendly interfaces that draw in the average person. Luca reveals the rationale behind choosing Celestia for data availability and highlights Abstract's Hub of Fun, aimed at creating an engaging community. He also shares insights on the future of Layer 2 solutions and NFTs, exploring how to enhance brand presence while maintaining integrity in the crypto space.

Dive into a fascinating discussion with Union's CEO, Karel, as he shares insights on their unique architecture like CometBLS and Galois. Discover the evolution of modularity in crypto and its implications for future blockchain interoperability. The conversation also covers the integration of different blockchains, enhancing security with zero-knowledge proofs, and what Union plans to achieve by 2025. Tune in for an engaging exploration of cutting-edge protocols shaping the landscape of decentralized technologies!