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0xResearch

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Oct 5, 2023 • 56min

Monad: Unleashing Parallel Execution on the EVM

James Huntsaker, co-founder of Monad, discusses the technical architecture and challenges of the rising L1 project focused on optimizing and scaling the Ethereum Virtual Machine (EVM). Topics include Monad's parallel execution design, BFT consensus mechanism, database structure, and compatibility with existing EVM contracts. The podcast also explores the concept of parallel execution in blockchain transactions and the comparison between parallel execution on EVM and Solana.
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Oct 4, 2023 • 1h 2min

Analyst Table: Is Token Issuance a Cost?

EffortCapital and Westie, Blockworks research analysts join Dan and Sam to cover Uniswap Foundation's funding request, Arbitrum grants program, dYdX incentives. They discuss token issuance as a cost in blockchain protocols and analyze Coinbase's retail perps launch and international expansion.
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Sep 28, 2023 • 53min

ENS: Funding Public Goods, DAO Governance, L2 Scaling

In this episode, Dan and Sam interview Nick Johnson, technical lead of ENS. They discuss the past, present, and future of ENS, including the vision for a neutral naming service and scaling decisions in an L2 world. They also explore key features like the ENS Fairy and V3 name manager. The conversation touches on digital identities and the evolving use-cases of ENS.
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Sep 27, 2023 • 1h 1min

Analyst Table: Base TVL, Frax V3 RWAs, Neutron & Cosmos Hub, Eclipse SVM L2 Rise

EffortCapital and 0xPibblez join Dan and Sam to discuss Base TVL growth, Frax V3 audit, Cosmos hub ROI, and Eclipse SVM L2 rise. They also delve into governance updates including Arbitrum DAO incentives and Maker RWA vault debt ceiling raising.
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Sep 20, 2023 • 1h 8min

Permissionless II Takeaways: LayerZero & Google, Institutions, Gaming, L2 Wars

Recap of the Permissionless conference with discussions on institutions entering crypto, shared sequencers and account abstraction, uncertainties around gaming, and the need for better data. Also, the integration of Layer0 and Google Cloud oracle service is examined and its implications for decentralization efforts.
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Sep 13, 2023 • 1h 12min

SUPERHIGHWAY TRADING: The Fastest Blockchain Distribution Network | Uri Klarman

In today's episode Dan and Sam are joined by Uri Klarman, Co-Founder and CEO of BloXroute Labs. Uri and the guys first take stock of MEV boost transaction life cycles, Searcher/Builder integrations, and builder relays. Uri unpacks blockchain distribution networks and how BloXroute is the first ultra-fast BDN. Uri then shares his MEV end-state thesis, the Base Layer vs L2 conflict as a result, and the impacts of decreased block times across Ethereal vs Solana. Uri, Dan, and Sam then close out on the negative externalities as a result of blockchain distribution network efficiencies and the emerging validators requirement to enable instant inclusion. Enjoy!- -Follow Uri: https://twitter.com/uriklarmanFollow 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/- -Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.https://hexens.io/- -Timestamps:(00:00) Introduction(05:46) ”Hexens Ad”(06:51) Transaction Life Cycle Through MEV Boost(20:03) Searcher/Builder Integration (27:34) Builder Relays (33:39) MEV End-state(50:13) Base Layer vs L2 Resolution(54:23) Solana vs Ethereum: Lower Block Time Impacts(1:02:05) Instant Inclusion Counter Argument(1:05:42) Negative Impact of BDN Efficiencies: Gas Fee Increases(1:08:34) Validators Requirement to Enable Instant Inclusion - -Resources:Payloadhttps://payload.de BloXroute Labshttps://bloxroute.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.
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Sep 6, 2023 • 1h 16min

Catalyst AMM: Cross-chain Units of Liquidity and Modular Blockchain Thesis | 0xJim

In today's episode Dan and Sam are joined by Jim, founder of Catalyst AMM. Jim unpacks the Catalyst's unique "Units of Liquidity" system, a novel approach that promises to facilitate genuine cross-chain liquidity in the crypto sphere. Delve deeper as Jim explores the vast MEV opportunities unlocked by this distinctive AMM design and the protocol's agnostic stance on cross-chain messaging. Learn all about Catalyst's comprehensive strategy to address the challenges of cross-chain liquidity.As always Dan and Sam also joined by 2 blockworks research analysts, Westie and Effort Capital. They dive into Metamask's recent launch of Sell, a seamless off-ramp for your crypto to fiat assets. They also dive into the recent controversy regarding Lido and prominent community members calling for self limitation.- -Follow Jim: https://twitter.com/0xJimFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.https://hexens.io/- -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(02:39) Hot-Seat Cool Throne(20:27) Interview Start: 0xJim(20:45) Why is the Future Modular?(25:23) What Does Catalyst Solve?(32:15) “Hexens Ad”(33:19) What Does Catalyst Solve?(35:54) Catalyst Cross-chain Communication(45:18) Trust Minimization & Catalyst AMM(50:43) Units of Liquidity(55:47) Catalyst AMM & MEV(1:00:42) Incentivizing Long-term LPs(1:06:52) Future of Catalyst AMM- -Resources:Catalyst AMMhttps://docs.catalyst.exchange/https://catalyst.exchange/- -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.
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Aug 30, 2023 • 1h 24min

The End of Wrapped Tokens: THORChain's Native-Asset Edge | Chad Barraford

Chad Barraford, Technical lead of THORChain, disrupts the notion of separate blockchain ecosystems. Protocol's lending for Bitcoin and Litecoin. Mechanisms to prevent vulnerabilities. Balancer exploit, Coinbase USDC deal, dYdX governance proposal, and Coinbase sharing revenue. Cross-chain capabilities of THORChain. Emergency shutdowns and decentralization in DeFi. Coinbase's stake in Circle and USDC governance. Unique features of THORChain lending. Dynamics of borrowing in a bear market. Transition from minting to borrowing in the reserve. Understanding V pool depth and its impact on trading. Role of virtual pool, bank runs, and fees. Discussion on emerging projects and innovative capabilities. THORChain's native-asset edge and increasing trade volume. Fees and future perspectives. Synthetics and derived assets.
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Aug 23, 2023 • 1h 24min

How CoWs Will Save DeFi Swaps | Felix

In today's episode Dan and Sam are joined by CowSwap Technical Lead Felix. CoWSwap allows you to buy and sell tokens using gasless while providing MEV protection. They explore the economic concept of "coincidence of wants" and its application in CoWSwap, the unique batch auctions that differentiate it from traditional DEXs like Uniswap, and the protocol's unique approach to optimizing gas fees and combating MEV.As always we have an analyst segment where 2 blockworks research analysts, Westie & Ren, join the guys to dive into Crypto's latest hot narrative; Friend.Tech. A Base chain native app, Friend.Tech, allows users to create and trade tokens associated with their online profiles.- -Follow Felix: https://twitter.com/fleupold_Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow 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/- -Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.https://hexens.io/- -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:54) Friend.Tech Saga(14:00) Improving the Bonding Curve(30:24) Interview Start: Felix (30:52) CoWSwap High-Level Overview(34:32) What are Batch Auctions?(42:54) Solver Market Make-up(51:12) Solving MEV Problems in the App Layer(55:38) Impacts of One Price per token per block(55:38) “Hexens Ad”(56:42) Impacts of One Price per token per block(1:04:26) Implications of UniswapX(1:09:19) Tech VS Protocol Branding(1:11:23) Cow Hooks & Future Development Plans(1:14:32) CoWSwap & DAOs- -ResourcesCoWSwaphttps://cow.fi/https://docs.cow.fi/CoWDAO Grants Programhttps://forum.cow.fi/c/cow-grants-program/10Friend.Techhttps://twitter.com/friendtechhttps://www.friend.tech/- -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.
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Aug 16, 2023 • 1h 25min

Vertex: Built for Cross-Margin, Low-latency Trading | Darius & Alwin

Darius & Alwin, Co-founders of Vertex Protocol, discuss their journey, risk management, visions for decentralization, token airdrop, and endgame strategy. The analysts cover Uniswap's search for a Loss-Versus-Rebalancing solution, Cosmos Hub Prop 818, Frax FIP 277, and Thorchain's lending market.

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