0xResearch – Détails, épisodes et analyse

In this episode, Gwart joined us to discuss the crypto and AI crossover, his thoughts on the current direction of Ethereum, and ETH’s monetary premium. We also asked can ETH become the global reserve currency? What happens when the cost of mining Bitcoin exceeds the block rewards? Finally, we closed out the episode by unpacking the implications of stablecoins being crypto’s killer use case. 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. -- 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! -- Fuel Ignition launches as a high-performance Ethereum L2, running on consumer hardware to combat blockchain centralization. Powered by FuelVM, it offers fast, low-cost transactions with Ethereum and Solana wallet support. Explore our growing ecosystem of DApps for crypto management, DEXs, lending, and more.  Visit fuel.network to learn more and start building for tomorrow, today! -- Follow Gwart: https://x.com/GwartyGwart Follow Mike: https://x.com/MikeIppolito_ Follow Dan: https://x.com/smyyguy Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:14) The AI Meta (8:05) AI Agents on TradFi vs Crypto Rails (11:05) Is Crypto Actually Useful For AI? (13:46) Does Gwart Hate Ethereum? (16:30) ETHs Monetary Premium (35:07) Will Fees Go to Zero? (45:22) Chaos Labs Ad (45:55) Fuel Ad (46:18) Ethereum's North Star (52:49) Can ETH Become the Global Reserve Currency? (55:04) The Bitcoin Security Budget (1:01:49) 51% Attacks in Crypto (1:09:57) Activity on Tron (1:12:53) The Evolution of L2s -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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, our Blockworks Research analysts discuss ai16z Agents, whether or not AI agents will need crypto rails, and the impact data oriented crypto protocols will have on the AI space. They also highlighted Solana REV recently hitting new all time highs, and Raydium’s dominance. 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. -- Resources Maximizing Profits with Raydium: https://app.blockworksresearch.com/research/maximizing-profits-with-raydium -- 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 Marc: https://x.com/marcarjoon Follow Ryan: https://x.com/_ryanrconnor Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:34) Are AI Tokens Here to Stay? (13:53) The AI Agent Meta (20:07) Do AI Agents Need Crypto Rails? (23:23) Data Focused Protocols and Their Impact (28:39) Nillion Snippet (39:02) Solana REV Hits New All Time Highs (48:00) Raydium is a Cash Machine -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the discussion with commentary on why decentralized stablecoins are needed in the first place. 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. -- Follow Liquity: https://x.com/LiquityProtocol Follow Colin: https://x.com/colingplatt Follow Michael: https://x.com/svobodamichael Follow Luke: https://x.com/0xMether Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:58) Changes From Liquity v1 to v2 (6:59) The Need For Liquity v2 (10:54) Liquity v2 User Behavior (17:51) Permissionless III Ad (19:05) The Role of the Stability Pool (28:55) Capturing Revenue With Liquity v2 (32:44) Stablecoin Integrations and Composability (37:05) Protocols Built on Top of Liquity (41:51) Returning Revenue to Users (45:51) Why Do We Need Decentralized Stablecoins? (51:04) Growth of Decentralized Stablecoins -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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 week's analyst round table Dan and Sam are joined by analysts EffortCapital and Ren. To kick-off the team discusses Cosmos events, including Cosmoverse takeaways and potential mergers between Stride and the Cosmos Hub and potential AXL token inflation adjustments. They also dissect alleged illicit transactions moved through Thorswap and its operational shutdown. They then discuss Lido's growing share of staked Ether and the on-going community debate. EffortCapital closes us out with key mentions of new album releases from Drake and Lil Wayne. As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow EffortCapital: https://twitter.com/EffortCapital Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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 (02:16) Cosmosverse Event Takeaway (06:32) “Hexens Ad” (07:31) Cosmosverse Event Takeaway (19:14) Stride Proposal (36:14) AXL Token Forum Post (40:56) Are Tokens Money? (47:18) Thorswap Frontend Shutdown (57:02) Is Lido Too Big? (1:11:06) Lil Wayne and Drake Albums - - Resources Cosmos News  https://forum.cosmos.network/t/atom-tokenomics-update-blockworks-research-aadao-grant-monetary-policy/11519 https://www.youtube.com/live/ag0Jj2iUKH8?si=yBQLicwUsBDHb5YQ&t=25165 https://www.youtube.com/watch?v=j6Vjo6t_uus&t=8142s Thorswap Illicit Activity https://x.com/THORSwap/status/1710162462639575065 AXL Token Forum Post https://community.axelar.network/t/adjusting-axelar-network-incentives-a-proposal-to-scale-to-thousands-of-chains-call-for-comments/2515 - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.

In this week's interview Dan and Sam are joined by James Huntsaker, co-founder of Monad, a rising L1 project focused on optimizing and scaling the Ethereum Virtual Machine (EVM). The conversation delves deep into Monad's technical architecture, its challenges, and how it differentiates itself in an increasingly competitive L2 and L1 landscape. Find out how Monad utilizes hardware to its full potential, its roadmap, and how it aims to enable truly scalable, secure EVM based applications.  - - Follow James Hunsaker: https://twitter.com/_jhunsaker Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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 (02:58) Monad's Key Design Difference (08:25) “Hexens Ad’ (09:29) Monad Parallel Execution Design (15:27) Monad BFT and Consensus Mechanism (25:01) Monad DB - Database Structure (32:34) Managing State Bloat (37:48) Monad Client C++ and Rust Decision (43:39) Are L2s Necessary? (46:20) Transaction Fees (48:43) Enabling Next Gen Apps - - Resources Resource Docs https://docs.monad.xyz/ - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and Westie. In this week's news round-up the analysts cover Uniswap foundation's funding request of $62m, Arbitrum grants program "STIPs", and dYdX $20m incentives on V4. The team also covers this week's top mover MakerDAO and biggest loser $OX. To finish out today's show the team takes the gloves off and unpacks whether token issuance is a cost to PoS networks. As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow EffortCapital: https://twitter.com/EffortCapital Follow Westie: https://twitter.com/WestieCapital Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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 (01:52) Uniswap Foundation Requests $62M (07:35) Arbitrum Grants Program "STIPs" (18:32) “Hexens Ad” (19:36) $20M dYdX Incentives on V4 (31:18) Top Movers & Losers of The Week (32:08) The MakerDAO Bull Narrative (36:27) RIP $OX Token (38:23) Is Issuance a Cost to a Network? (54:13) Coinbase Retail Perps - - Resources: dYdX V4 incentives https://dydx.forum/t/dydx-v4-launch-incentives-proposal/1075 Arbitrum STIPs https://forum.arbitrum.foundation/t/arbitrums-short-term-incentive-program-arbitrum-improvement-proposal/16131 - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.

In this week's interview Dan and Sam are joined by Nick Johnson, technical lead of ENS. The team breaks down ENS past present and future digging into its origins, the continued vision for a credibly neutral naming service, and scaling decisions in an L2 world. They also discuss key new features including the ENS Fairy and V3 name manager. They close out today's interview with a discussion on digital identities and how the ENS ecosystem continues evolving the naming service's use-cases. As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. - - Follow Nick: https://twitter.com/nicksdjohnson Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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 (01:32) ENS Vision and Future (15:45) “Hexens Ad” (16:50) ENS Business Model & Registration Fees (22:00) ENS Fairy (30:00) Reflecting on ENS Airdrop (34:02) V3 Name Manager (38:53) DAO Structures and Services (40:38) Digital Identities and Social Platforms (49:41) ENS Ecosystem of Projects - - Resources: ENS Domains https://ens.domains/ - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and 0xPibblez. They dive into the Base TVL growth, Frax V3s recent successful audit, Cosmos hub 36x return on investment, and the rise of Eclipse SVM L2. The team also dives into a round of top governance updates including, Arbitrum DAO incentives program, Maker RWA vault debt ceiling raising, and the blockworks research developed tokenomics proposal for the Atom token. As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow EffortCapital: https://twitter.com/EffortCapital Follow 0xPibblez: https://twitter.com/0xpibblez Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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 (01:21) Base TVL Growth (05:19) “Hexens Ad” (06:23) Frax V3 RWA Strategy (13:32) Cosmos Hub & Neutron Shared Security Tokens  (23:58) Eclipse SVM L2 Pivot (29:13) Mixin $200M Bridge Hack (33:59) Arbitrum DAO Incentives Program (41:48) Maker RWA Vault Debt Ceiling Raised (45:00) Tokenomics Proposal for Atom - - Resources: Base TVL Growth https://ambcrypto.com/base-beats-solana-as-tvl-crosses-300-mln/ Frax V3 Audit https://fraxfinancecommunity.medium.com/frax-finance-monthly-report-31-september-2023-84e963734de1 Neutron Unclaimed Tokens https://x.com/Neutron_org/status/1705214797531451452?s=20 Mixin Network Exploit https://blockworks.co/news/mixin-network-200m-loss-hack Arbitrum DAO Incentives Program https://forum.arbitrum.foundation/t/arbitrums-short-term-incentive-program-arbitrum-improvement-proposal/16131 Tokenomics Proposal for Atom https://x.com/EffortCapital/status/1705239928911585700?s=20 - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.

In today's episode of 0xResearch, hosts Dan and Sam are joined by analysts Matt and Ren to recap the Permissionless conference. They discuss institutions entering crypto, shared sequencers and account abstraction, uncertainties around gaming, and the need for better data. They also reflect on the big Layer0 and Google Cloud oracle service integration and the implications it may have on decentralization efforts. - - Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Matt: https://twitter.com/MattFiebach Follow Ren: https://twitter.com/purplepill3m Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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  (13:06) “Hexens Ad” (14:10) Introduction  (15:09) Institutional Presence (19:19) Layer Zero & Google Cloud (32:17) MEV & Decentralization (47:23) Onchain vs Offchain (55:38) Dream Infrastructure - - Resources: Layer0 & Google Cloud https://x.com/LayerZero_Labs/status/1701553010521030996 - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.

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/uriklarman Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get 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: Payload https://payload.de  BloXroute Labs https://bloxroute.com/ - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks 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.