0xResearch

In this episode, our Blockworks Research analysts discuss trading paradigms, the growth of the memecoin sector, and bootstrapping the Sui and Aptos ecosystems Additionally, they dive into the launch of EIGEN and the pain points EigenLayer has run into. Finally, they close out the episode by asking themselves - how long do narrative trades last?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.--ResourcesBlockworks Financial Disclosures: https://blockworks.co/financial-disclosuresUniswap V3 Pools: ​​https://dune.com/coindataschool/uniswap-v3-pools-volume-fees-tvl-and-fee-aprMemecoins: Burgeoning Market or Transitory Blackhole | Blockworks Research: https://app.blockworksresearch.com/research/memecoins-burgeoning-market-or-transitory-blackhole--Special thanks to our sponsor, Nillion!Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork--Follow Ryan: https://x.com/_ryanrconnorFollow Danny: https://x.com/defi_kay_Follow Boccaccio: https://x.com/tripleboccaccioFollow 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/--Timestamps:(0:00) Introduction(3:10) Is This Time Different?(4:49) Are Memecoin Trades Fair Play Now?(13:56) Growing the Sui & Aptos Ecosystems(21:49) Nillion Ad(27:50) The Launch of EIGEN(37:07) Network Valuations (52:58) How Long Do Narrative Trades Last?--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance.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.--ResourcesBlockworks Research Arbitrum Report: https://x.com/blockworksres/status/1835773042359959814Blockworks Research Metis Report: https://x.com/blockworksres/status/1839379026676506779Blockworks Research Metaplex Report: https://x.com/blockworksres/status/1841107896941363380Blockworks Research Solana Dashboard: http://solana.blockworksresearch.com/--Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more!--Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii--Follow Marc: https://x.com/marcarjoonFollow Ryan: https://x.com/_ryanrconnorFollow Danny: https://x.com/defi_kay_Follow 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/--Timestamps:(0:00) Introduction(3:23) Animal Spirits Returning Onchain(4:13) Macro Shifts Across the Globe(10:01) Chaos Labs Ad(10:34) Permissionless III Ad(11:48) The Ethereum vs Solana Debate Rages On(20:46) Is Sui A Credible Competitor to Solana?(26:07) The Pros & Cons of VC Funding vs ICOs(40:05) Firedancer's Impact on Solana Performance--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

This discussion dives into the bustling memecoin scene on Solana, spotlighting innovative DEX platforms. The upcoming Token2049 and Solana Breakpoint events are highlighted as significant industry players. There's a look into gaming advancements within Solana, showcasing its rising appeal in the ecosystem. Finally, the transformative potential of Firedancer is examined, promising a new era for Solana's performance and development.

Michael, a contributor at Liquity, and Colin, a stablecoin mechanisms expert, dive into the evolution of Liquity from v1 to v2. They discuss user behavior changes and the pivotal role of stability pools in decentralized finance. The duo explains how Liquity v2 aims to capture revenue and the importance of stablecoin integrations and composability. They also highlight the vital need for decentralized stablecoins, emphasizing the improvements in liquidity and security that alternatives like LUSD can offer over traditional financial systems.

Jesse Pollak, a co-founder of Base, delves into the creation of this pioneering Layer 2 solution and its vision for a decentralized internet. He discusses the importance of maintaining user experience and outlines the challenges and innovations the team faces. The conversation also covers the strategic significance of decentralization, the evolving dynamics of blockchain architectures, and his forward-looking perspective on the next five years, emphasizing the transformative potential of on-chain technology and decentralized governance.

In this discussion, Michael Ippolito, the insightful host of Bell Curve, delves into the competitive landscape of decentralized exchanges, focusing on Drift's innovative technology. He explores the potential success of prediction markets following the US elections and how platforms can effectively monetize social networks. The conversation also touches on the challenges facing the crypto space, particularly the inefficiencies in DAO governance and the dynamics of Layer 1 and Layer 2 solutions, offering a thought-provoking analysis of the evolving blockchain ecosystem.

0xSami, a representative from Dinero, shares insights on the company's innovative product suite and market strategies. They dive into the institutional adoption of liquid staking tokens and Dinero's unique withdrawal mechanism. The conversation highlights the competitive landscape of decentralized stablecoins and how Dinero is carving out a larger market share. Sami also discusses the future of DeFi, stressing the importance of practical utility and compliance for broader adoption in the industry.

In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators. 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.--ResourcesFriendTech Renounces Contract Ownership: https://x.com/friendtech/status/1832581118165709140--Special thanks to our sponsor, Nillion!Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork--Follow Ryan: https://x.com/_ryanrconnorFollow Danny: https://x.com/defi_kay_Follow Boccaccio: https://x.com/tripleboccaccioFollow 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/--Timestamps:(0:00) Introduction(5:12) FriendTech Renounces Contract Ownership(13:32) Can Crypto Still Empower Content Creators?(20:12) Permissionless III Ad(21:26) Crypto Payments and Onchain Economies(29:17) Recent Growth of Sui and Aptos--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Joshua and Roee from Aori joined us to discuss limit orders as intents, Aori’s based architecture, and onboarding and incentivising solvers. Additionally, they compared limit orders as intents and AMMs. Finally, Joshua laid out the end goal of Aori.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.--Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!Join the aggregated future today by applying at https://polygon.technology/grants--Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii--Follow Roee: https://x.com/RoeelirFollow Joshua: https://x.com/joshuagunnnFollow Magic: https://x.com/magicdhzFollow Boccaccio: https://x.com/tripleboccaccioFollow 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/--Timestamps:(0:00) Introduction(3:37) How Does Aori Work?(7:19) Limit Orders as Intents(16:05) Permissionless III Ad(17:19) Polygon Ad(18:09) Onboarding Solvers(23:11) Aori's Based Architecture(31:04) Who Are the Main Users of Aori?(40:19) Limit Orders As Intents vs AMMs(43:46) Incentivizing Solvers to Fill Orders(51:48) Reclassifying AMMs(55:58) The Aori End Game--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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

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.