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Explore every episode of the podcast 0xResearch
Dive into the complete episode list for 0xResearch. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Does Gwart Hate Ethereum? | 31 Oct 2024 | 01:22:10 | |
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
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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. | |||
| Ai16z Agents, Raydium Is A Cash Machine, We Love and Hate Solana| Analyst Round Table | 30 Oct 2024 | 00:54:33 | |
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
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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. | |||
| Decentralizing the Dollar on Ethereum | Michael & Colin | 25 Sep 2024 | 00:55:19 | |
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. | |||
| Will Cosmos Hub Enshrine Stride and Save ATOM? | Analyst Round Table | 11 Oct 2023 | 01:11:57 | |
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/
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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
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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. | |||
| Monad: Unleashing Parallel Execution on the EVM | 05 Oct 2023 | 00:56:01 | |
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/
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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. | |||
| Analyst Table: Is Token Issuance a Cost? | 04 Oct 2023 | 01:01:57 | |
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/
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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
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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. | |||
| ENS: Funding Public Goods, DAO Governance, L2 Scaling | 28 Sep 2023 | 00:53:19 | |
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/
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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. | |||
| Analyst Table: Base TVL, Frax V3 RWAs, Neutron & Cosmos Hub, Eclipse SVM L2 Rise | 27 Sep 2023 | 01:00:36 | |
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/
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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
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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. | |||
| Permissionless II Takeaways: LayerZero & Google, Institutions, Gaming, L2 Wars | 20 Sep 2023 | 01:08:03 | |
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.
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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/
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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
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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. | |||
| SUPERHIGHWAY TRADING: The Fastest Blockchain Distribution Network | Uri Klarman | 13 Sep 2023 | 01:12:18 | |
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!
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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/
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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
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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. | |||
| Catalyst AMM: Cross-chain Units of Liquidity and Modular Blockchain Thesis | 0xJim | 06 Sep 2023 | 01:15:30 | |
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.
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Follow Jim: https://twitter.com/0xJim
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Westie: https://twitter.com/WestieCapital
Follow EffortCapital: https://twitter.com/EffortCapital
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/
- -
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 AMM
https://docs.catalyst.exchange/
https://catalyst.exchange/
- -
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. | |||
| The End of Wrapped Tokens: THORChain's Native-Asset Edge | Chad Barraford | 30 Aug 2023 | 01:23:37 | |
In today's episode we are joined by Chad Barraford, technical lead of THORChain, to chat about how the protocol works with layer-one assets, disrupting the traditional "island-like" view of blockchains as separate ecosystems. The protocol offers decentralized lending specifically for non-EVM chains like Bitcoin and Litecoin, aiming to always maintain liquidity. Key mechanisms are discussed to safeguard against vulnerabilities like price manipulation, ensuring that the protocol acts more like a 'bodyguard' to liquidity providers.
As always Sam and Dan are joined by 2 Blockworks Research analysts, Ren & Pibblez. The analysts explore the balancer exploit, Coinbase USDC deal, dYdX governance proposal, and Coinbase sharing revenue to Optimism.
- -
Follow Chad: https://twitter.com/CBarraford
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 Pibblez: 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
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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/
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:41) Hot-Seat Cool Throne
(27:02) Interview Start: Chad
(27:21) Headline Thorchain Offering
(43:54) “Hexens Ad”
(44:58) Virtual Pool Depth
(53:01) USDC or USD De-peg Scenario
(1:018) Streaming Swaps Explained
(1:09:00) Savers Adoption
(1:13:49) Product Roadmap
- -
Resources:
Lending on THORChain Explained
https://medium.com/thorchain/lending-on-thorchain-646bbf2e6e1b
- -
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. | |||
| How CoWs Will Save DeFi Swaps | Felix | 23 Aug 2023 | 01:24:00 | |
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/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Westie: https://twitter.com/WestieCapital
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/
- -
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
- -
Resources
CoWSwap
https://cow.fi/
https://docs.cow.fi/
CoWDAO Grants Program
https://forum.cow.fi/c/cow-grants-program/10
Friend.Tech
https://twitter.com/friendtech
https://www.friend.tech/
- -
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. | |||
| Creating the Future of the Internet Onchain | Jesse Pollak | 19 Sep 2024 | 01:01:26 | |
In this episode, Jesse Pollak, Base builder #001, joined us to discuss the creation of Base, maintaining a consistent UX on Base, and Base sequencers vs other L2s! We also dove into the importance of decentralizing Base, how the team is thinking about Parallelized EVMs, and their consumer focussed approach. Finally, we closed out by asking Jesse how he is thinking about the next five years.
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 Jesse Pollak: https://x.com/jessepollak
Follow Nikhil: https://x.com/0xnikhilchat
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:35) The Creation of Base
(4:16) Raising the Gas Limits on Base
(8:49) Base's Consistent UX
(15:46) Base Sequencers vs Other L2s
(19:29) How is Base Thinking About Parallelized EVMs?
(31:01) Permissionless III Ad
(32:15) Polygon Ad
(33:06) Decentralizing Base
(44:17) Base's Consumer Focus
(52:32) Base in Five Years
--
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. | |||
| Vertex: Built for Cross-Margin, Low-latency Trading | Darius & Alwin | 16 Aug 2023 | 01:25:03 | |
In today's episode Dan and Sam are joined by Vertex Protocol Co-founders Darius & Alwin. They explore Vertex's journey since the Multicurrency version of Anchor on Terra to now a leading onchain trading platform powered by Arbitrum. They explore Vertex's risk management, visions for decentralization, token airdrop, and endgame strategy.
This week's analyst segment is a special 3 blockworks analysts extravaganza. Dan is a joined by blockworks research analysts, 0xpibblez, Ren, and EffortCapital. They cover Uniswap's ongoing search for Loss-Versus-Rebalancing solution, Cosmos Hub Prop 818, Frax FIP 277, and Thorchain's lending market.
- -
Follow Darius: https://twitter.com/dariustabai
Follow Alwin: https://twitter.com/AlwinPeng
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Ren: https://twitter.com/purplepill3m
Follow Pibblez: https://twitter.com/0xpibblez
Follow EffortCapital: https://twitter.com/EffortCapital
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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/
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:31) Uniswap Loss-Versus-Rebalancing
(09:28) Cosmos Hub Prop 818
(19:57) Frax FIP 277 RWA Frax V3
(27:42) Thorchain Lending Market
(37:33) Interview Start: Vertex
(37:45) Vertex High-Level Overview
(41:59) Cross-Margin Account Architecture
(44:20) “Hexens Ad”
(45:24) Cross-Margin Account Architecture
(47:24) AMM Use-Case & Sequencer Backup
(50:58) Sequencer Decentralization
(54:53) Cross-chain Approach for UX
(58:09) Liquidation Engine & Managing Risk
(1:04:45) Mango Markets Exploit Avoidance
(1:07:52) Vertex Growth Strategy
(1:10:36) VRTX Token Design
(1:15:44) Incentivizing Traders VS Market Makers
(1:21:25) Vertex Endgame
- -
Resources:
Vertex
https://vertexprotocol.com/
Vertex Docs
https://vertex-protocol.gitbook.io/docs/getting-started/overview
Uniswap Loss-Versus-Rebalancing Paper
https://arxiv.org/pdf/2208.06046.pdf
Cosmos Hub Prop 818
https://forum.cosmos.network/t/prop-818-discussion/11244
Frax FIP 277
https://gov.frax.finance/t/fip-277-onboard-finrespbc-as-frax-v3s-offchain-rwa-partner/2492
- -
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. | |||
| Ethena Labs: Enabling the Internet Bond | Guy & Conor | 09 Aug 2023 | 01:20:12 | |
In today's episode Dan and Sam are joined by Ethena Labs team. Guy Young, Co-founder, and Conor Ryder, head of research, dive into the Ethena's aim to enable the internet bond and transform Ethereum into the first crypto-native yield bearing stablecoin. They dive into Ethena's revenue model, staking yield, depeg risk, bitcoin as collateral, and much more!
As usual the team is also joined by two blockworks research analysts, Matt & Ren. Today they cover the GMX V2 launch, Coinbase earnings and Base season, Paypal pyUSD, and Arbitrum BoLD.
- -
Follow Guy: https://twitter.com/leptokurtic_
Follow Conor: https://twitter.com/ConorRyder
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Follow Matt: https://twitter.com/MattFiebach
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Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:21) CEX Trading vs GMX V2
(10:36) Coinbase Earnings & Base Launch
(18:04) Paypal pyUSD
(25:10) Arbitrum BOLD
(29:40) “Atom Accelerator Ad”
(30:59) Interview Start: Ethena Labs
(32:53) Why Decentralized Stables are Needed
(38:56) USDE User Flow & Underworking
(42:32) Hedging Counter-party Risk
(48:00) USDE Demand Through Yield
(51:10) Protocol Revenue
(56:09) Deposit Conversions
(1:01:06) stETH Depeg Scenario
(1:11:52) Bitcoin as Collateral
(1:15:03) L2 Strategy
- -
Resources
GMX V2
https://twitter.com/blockworksres/status/1686413000218210305
Paypal pyUSD
https://blockworks.co/news/paypal-launches-stablecoin
BOLD on Arbitrum
https://blockworks.co/news/arbitrum-validation-protocol-permissionless
Ethena Labs
https://www.ethena.fi/
- -
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. | |||
| Curve Armageddon, Base Chain BALD Memecoin, and Solana DEX Innovation | Eugene Chen (Ellipsis Labs) | 02 Aug 2023 | 01:24:22 | |
In today's episode Dan and Sam are joined by Elipsis Labs Co-Founder Eugene. Today they dive into the DEX & AMM innovation in DeFi & Phoenix's unique approach in the Solana Ecosystem. They also discuss the MEV differences in Solana & Ethereum and bringing price discovery on-chain.
As usual the team is also joined by two blockworks research analysts, Westie & Ren. Today they cover the Curve exploit, Base chain meme coin season, MakerDAO DAI savings rate, Lido dual governance token, and much more!
- -
Follow Eugene: https://twitter.com/0xShitTrader
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Westie: https://twitter.com/WestieCapital
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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(00:49) Curve Exploit
(18:36) MakerDAO DAI Savings Rate
(24:02) Lido Dual Token Governance
(28:34) Coinbase Base L2 Meme Coin Season
(34:35) “Atom Accelerator Ad”
(35:46) Interview Start: Eugene
(35:55) Phoenix DEX Overview
(43:50) CLOB vs AMM
(48:21) Solana MEV
(57:34) On-chain Price Discovery
(1:11:16) MEV Umbra Research
(1:15:40) Firedancer Impact on Phoenix
(1:19:23) RWA Use Case
(1:21:58) View on Decentralized Stable Coins
- -
Resources
Umbra research on MEV
https://twitter.com/UmbraResearch
https://www.umbraresearch.xyz/writings/mev-on-solana
Elipsis Labs
https://ellipsislabs.xyz/
Phoenix DEX
https://twitter.com/ellipsis_labs/status/1630695716048760832
- -
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. | |||
| Centralized Builders Bull Case, Bear Market Conference, zkEVM Problems | EthCC Reflection | 26 Jul 2023 | 01:08:25 | |
In today's episode Dan and Sam are joined by host of Bell Curve Podcast & Blockworks Co-Founder Michael and Blockworks research analyst Matt. The team dives into their key takeaways of the EthCC and converse on zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and much more!
- -
Follow Michael: https://twitter.com/MikeIppolito_
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Matt: https://twitter.com/MattFiebach
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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:37) EthCC Vibe Check
(08:25) Discussions on zkEVM Problems
(14:04) Takeaways for Interoperability
(22:49) The Bull Case for Centralized Builders
(38:36) Enshrining Eigen Layer in Ethereum Protocol
(45:10) Are Scaling Solutions Too Much?
(54:38) Lido Bribe Mechanism
(59:29) Web2 Interactions
(1:02:24) What Does Institutional Adoption Look Like?
- -
Resources:
LayerZero
https://layerzero.network/
Vitalik Buterin - A history of account abstraction
https://www.youtube.com/watch?v=iLf8qpOmxQc
- -
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. | |||
| Solana Defi 2.0: The Comeback | Jarry Xiao, Lucas Bruder, MacBrennan Peet | 20 Jul 2023 | 01:23:24 | |
This is an episode from Blockworks' new podcast Lightspeed! Lightspeed focuses on crypto projects that are pushing the limits of hardware and software to build first-class products. I'm dropping this Solana DeFi Panel episode here as I bet you'll want to add Lightspeed to your podcast lineup! Subscribe to Lightspeed by using the links below:
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
Solana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.
- -
Timestamps:
(00:00) Introduction
(01:15) What’s Going on in Solana DeFi?
(05:02) Token Incentives and Points
(14:24) What Will Spark Solana's DeFi Summer?
(15:56) Capital Efficiency: CLOBS vs AMMs
(16:13) Is Solana a Consumer or Professional DeFi Chain?
(25:46) The Best Metrics to Evaluate a DeFi Ecosystem
(34:49) Jito Liquid Staking ad
(35:55) Permissionless ad
(36:55) Understanding Risk and Avoiding Crazy APYs
(41:08) What’s Next for Solana DeFi?
(44:10) Building on Solana vs L2s
(50:41) Applications vs L1s: Who Owns the User Mindshare?
(53:12) Who Will Use DeFi?
(56:23) Your Most Controversial Crypto Take
(01:09:09) Rapid Fire
- -
This episode is brought to you by Jito.
Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!
- -
Follow Lucas:https://twitter.com/buffalu__
Follow Jarry: https://twitter.com/jarxiao
Follow Macbrennan: https://twitter.com/macbrennan
Follow Mert: https://twitter.com/0xMert_
Follow Garrett: https://twitter.com/GarrettHarper_
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Resources
Jito
jito.network
MarginFi
https://www.marginfi.com/
https://twitter.com/marginfi
Ellipsis Labs
https://ellipsislabs.xyz/
https://twitter.com/ellipsis_labs
Phoenix
https://twitter.com/PhoenixTrade_
- -
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed. | |||
| How LayerZero Seamlessly Connects Blockchains | Bryan Pellegrino | 19 Jul 2023 | 01:28:55 | |
Bryan Pellegrino, Co-founder & CEO of LayerZero Labs, joins us this week to dive into LayerZero. Dan and Sam explore the LayerZero model, value accrual, Stargate v2 alpha, omni-chain fungible tokens, and much more!
And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and EffortCapital to discuss Alt EVMs, XRP security status, direction of Web3 Social platforms, and much more!
- -
Follow Bryan: https://twitter.com/PrimordialAA
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
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- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:15) Hot Seat & Cool Throne
(38:03) Interview Start: Bryan Pellegrino
(38:19) LayerZero Model Overview
(42:44) LayerZero Ecosystem Development
(50:54) Future of Blockchain Infrastructure
(55:36) Stargate Sybil Volume
(58:39) Impact of CCTP
(1:01:58) Stargate V2: The Alpha Drop
(1:08:23) Protocol Value Accrual
(1:14:29) Omni-chain Fungible Tokens (OFTs)
- -
Resources
XRP Security Ruling
https://blockworks.co/news/judge-rules-ripple-xrp-not-security
LayerZero
https://layerzero.network/
- -
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. | |||
| The Reboot | Uncommon Core 2.0 with Hasu and Jon Charbonneau | 17 Jul 2023 | 01:22:06 | |
Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup!
__
In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.
__
Timestamps:
(00:00) Intro
(02:42) Interview start
(03:44) Jon's work week
(08:04) ChatGPT & writing
(10:57) Jon's start in crypto
(14:45) How to pick things to work on
(17:08) Outsider's perspective on crypto
(19:05) Jon's research process
(22:00) Jon's proudest moment in crypto
(23:06) Crypto Infrastructure overview
(29:58) Why crypto infrastructure is interesting
(35:57) Rollup decentralization overview
(42:44) Challenges decentralizing the sequencer
(47:46) Ethereum vs Cosmos approach to governance & decentralization
(53:35) User ability to opt out
(56:37) Staking vs. governance deciding sequencers
(01:08:31) L3s
(01:13:34) Superchain
(01:16:38) Summary of rollup decentralization
(01:21:08) Outro
__
Hasu - https://twitter.com/hasufl
Jon Charbonneau - https://twitter.com/jon_charb
UCC2 - https://twitter.com/UCC2_xyz
Website - https://ucc2.xyz
__
Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service. | |||
| JitoSol: Building Solana's Hot Seat DeFi Moment | Lucas Bruder (Buffalu) | 12 Jul 2023 | 01:17:35 | |
Lucas Bruder (Baffalu), Co-founder & CEO of Jito Labs, joins us this week to dive into their flagship Liquid Staking product JitoSol. Dan and Sam explore Solana MEV, liquid staking, validator decentralization and Solana's DeFi future.
And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and Pibblez to discuss why Arkham's token has not been received well, Stargate V2 sybil volume, dYdX MEV stance, and Ethereum staking.
- -
Timestamps:
(00:00) Introduction
(01:21) Hot Seat & Cool Throne
(29:11) Interview Start: Lucas Bruder
(29:33) What is Jito Labs & Solana MEV
(37:11) TLDR on Solana-Jito Client
(41:11) Validator Set & Decentralization
(46:23) JistoSol & Liquid Staking
(55:52) How does JitoSol Dominate Market Share?
(1:05:27) Solana Innovation Moving Forward
- -
Follow Buffalo: https://twitter.com/buffalu__
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Pibblez: https://twitter.com/0xpibblez
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Jito Labs
https://www.jito.wtf/
https://explorer.jito.wtf/
https://www.jito.network/
- -
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. | |||
| How Osmosis Could Become Cosmos' DeFi Hub | Sunny Aggarwal | 05 Jul 2023 | 01:24:21 | |
Sunny Aggarwal joins us to discuss how Osmosis is building the liquidity hub of Cosmos. We cover why Osmosis launched CosmWasm, how the ProtoRev module captures MEV, why Osmosis turned on the fee switch, the future of active vs passive liquidity provision, the AEZ growth strategy, ICS vs Mesh Security and more!
And as usual, we start the episode with our analyst bullpen to discuss why all FDVs aren't created equal, the end of PFP NFTs, Coinbase ETF news, Rob Leshner's new venture and more!
- -
Timestamps:
(00:00) Introduction
(01:34) Governance Updates
(08:29) Hot Seat/Cool Throne
(32:48) Interview Start: Osmosis
(36:09) Why Osmosis Launched CosmWasm
(39:35) Decentralized Stables
(43:23) What is the ProtoRev Module?
(46:55) Osmosis’ New Protocol Fee
(49:52) Balancing Incentives: Stakers vs LPs
(51:44) Active vs Passive LPs, Dynamic Fees & Toxic Flow
(1:02:39) Cosmos DEX Competition
(1:05:14) Thoughts on the Atom Economic Zone
(1:07:14) ICS vs Mesh Security
(1:13:25) “Proof of Stake Was A Mistake”
(1:21:40) ABCI++ Use Cases
- -
Follow Sunny: https://twitter.com/sunnya97
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow PurplePill: https://twitter.com/purplepill3m
Follow Westie: https://twitter.com/WestieCapital
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Key dates and timeline for the BlackRock Spot Bitcoin ETF
https://twitter.com/hufhaus9/status/1673447437271453698
Osmosis
https://osmosis.zone/
https://twitter.com/osmosiszone
- -
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. | |||
| Are Hyperchains The Scaling End Game? | Alex Gluchowski, Anthony Rose | 29 Jun 2023 | 01:02:21 | |
Alex Gluchowski and Anthony Rose join us to discuss zkSync's ZK Stack and how Hyperchains enable composable applications at scale. We cover the ZK Stack design and ZK Credo, the security tradeoffs of various Hyperchain implementations, how Hyperchains enable shared composability, zkSync's forced tx inclusion mechanism, Hyperchains vs Cosmos appchains and more!
- -
Timestamps:
(00:00) Introduction
(03:50) Interview Start: zkSync
(04:06) The ZK Stack Announcement + ZK Credo
(08:32) Why Use the ZK Stack?
(14:05) Implementations and Security Tradeoffs
(26:39) Hyperchain Composability
(29:52) The Priority Queue: Forced Transaction Inclusion
(34:59) Account Abstraction
(38:20) Customization and Application Specificity
(42:24) Decentralizing Sequencers and Provers
(52:14) Hyperchains vs Cosmos Appchains
(57:00) ZK Stack ELI5 and Early Partners
- -
Follow Alex: https://twitter.com/gluk64
Follow Anthony: https://twitter.com/anthonykrose
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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
--
Use code PODS20 to get 20% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
Research, news, data, governance and models – now, all in one place. As a listener of 0xResearch, you can use code 0XRESEARCH10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
- -
Resources:
zkSync
https://zksync.io/
https://twitter.com/zksync
ZK Credo
https://github.com/zksync/credo
ZK Stack Announcement
https://twitter.com/zksync/status/1673317167628967936
- -
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. | |||
| Can Drift Rival Binance? | Analyst Round Table | 18 Sep 2024 | 01:17:27 | |
In this episode,we were joined by a special guest: the host of Bell Curve, Michael Ippolito! We discussed the PerpDEX sector, prediction market success after the US election, and the different ways to monetize social networks. Additionally, we asked ourselves, what parts of crypto suck? Finally, we unpacked the L1 trade, and discussed getting silly onchain.
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
Blockworks Research: Drift Report - https://x.com/blockworksres/status/1831773832308506984
--
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 Mike: https://x.com/MikeIppolito_
Follow Danny: https://x.com/defi_kay_
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:58) Can Drift Stand Out in the PerpDEX Sector?
(15:19) Prediction Market Success After the US Election
(22:01) Monetizing Social Networks
(31:14) Permissionless III Ad
(32:28) What Parts of Crypto Suck?
(41:03) The L1 Trade
(1:04:40) L2s Are Not Good At Execution
--
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. | |||
| Ambient: Building The On-Chain Venue for Price Discovery | Doug Colkitt | 28 Jun 2023 | 01:32:23 | |
Doug Colkitt joins us to discuss how AMMs can limit toxic flow, maximize capital efficiency and become primary venue for price discovery. We cover the design of Ambient, the benefits of a single contract DEX, how dynamic fees benefit LPs, strategies to reduce toxic flow, balancing the incentives of makers vs takers, why Unsiwap dominates and more!
And as usual, we start the episode with our analyst bullpen to discuss Polygon's ZK announcement, the Cosmos Hub's momentum, SAP's crypto announcement, the convergence of rollups and appchain design,
- -
Timestamps:
(00:00) Introduction
(00:58) Hot Seat/Cool Throne
(36:20) Interview Start: The AMM Landscape
(44:19) Ambient’s Single Contract DEX
(47:54) How Lower Gas Fees Impact Toxic Flow
(50:17) Ambient’s Dynamic Fee Design
(58:54) The Uniswap v4 Announcement
(59:56) Balancing Incentives for Makers vs Takers
(1:04:20) Surplus Collateral Positions and Gasless Trades
(1:08:41) Will Retail Flow Default to DEX Aggregators?
(1:09:56) Ambient’s Governance Structure and Hooks
(1:16:00) Knockout Liquidity
(1:20:14) On-Chain Price Discovery and Latency
(1:28:42) Why is Uniswap Crushing Everyone Else?
- -
Follow Doug: https://twitter.com/0xdoug
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow David: 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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Ambient
https://us.ambient.finance/
https://twitter.com/ambient_finance
SAP's USDC payment announcement
https://blockworks.co/news/sap-touts-blockchain-solution-payments
Dualty's Cosmos Hub RS proposal
https://forum.cosmos.network/t/proposal-draft-launch-duality-on-replicated-security/10932
Modular vs Monolithic Twitter thread
https://twitter.com/digitalmustafa/status/1672301896584040449
- -
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. | |||
| Stacks: Is Bitcoin DeFi Overhyped, Underrated Or A Pipe Dream? | Muneeb Ai | 21 Jun 2023 | 01:31:53 | |
Muneeb Ali joins us to discuss how Stacks is bringing DeFi to Bitcoin. We cover Stacks design, the Bitcoin DeFi thesis, L2 security guarantees, Stacks' recent implementation bug and more!
And as usual, we start the episode with our analyst bullpen to discuss Aave's GHO, TradFi announcements, Optimism's Bedrock, Frax governance shenanigans and BitDAO.
- -
Timestamps:
(00:00) Introduction
(00:55) Hot Seat/Cool Throne
(27:19) Interview Start: Stacks
(42:22) The Proof-of-Transfer Mechanism
(46:55) The Nakamoto Release: A Security Budget Upgrade
(53:21) The Bitcoin DeFi Thesis
(57:49) Bitcoin Subnets
(1:01:10) The “Stack Increase” Bug
(1:17:15) Bitcoin MEV and Censorship
(1:25:03) Increasing Miner Competition
(1:28:37) Reorg Concerns and Orphan Blocks
- -
Follow Muneeb: https://twitter.com/muneeb
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Ren: https://twitter.com/purplepill3m
Follow Pibblez: 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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Stacks
https://www.stacks.co/
Stacks Roadblocks (Blockworks Research Twitter thread)
https://twitter.com/blockworksres/status/1659228801384194049
- -
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. | |||
| Spark Protocol: MakerDAO's Gateway to Vertical Expansion | Sam MacPherson | 14 Jun 2023 | 01:13:12 | |
Sam MacPherson joins us to discuss how Spark leverages MakerDAO's wholesale credit line to build a lending marketplace built around DAI. We talk about Spark's design, the pervading influence of MakerDAO's DSR, why spot stablecoin demand reigns supreme, Spark's L2 strategy, MakerDAO's shift to AMOs and more!
And as usual, we start the episode with our analyst bullpen to discuss Gary Gensler's failure, Arbitrum's bug and social consensus, Solana's (not gonna happen) fork debate and if this is the worst bull market.
- -
Timestamps:
(00:00) Introduction
(01:14) Hot Seat/Cool Throne
(32:25) Interview Start: Spark
(38:23) How the DSR Enables the Lowest Rates in DeFi
(41:08) Organic Spot Demand for Stablecoins
(45:44) The DSRs Equilibrium Rate
(49:15) Undercollateralized Lending
(50:33) MakerDAO's Replacing the PSM with AMOs
(53:54) Spark’s L2 Strategy
(56:52) Fixed Rate Lending and DeFi’s Yield Curve
(1:01:12) Every Protocol Will Vertically Integrate
(1:03:12) Why Spark Forked Aave v3
(1:05:41) How the SubDAO Bidding Process Works
(1:08:40) Revenue in High vs Low Rate Environments
- -
Follow Sam: https://twitter.com/hexonaut
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Matt: https://twitter.com/MattFiebach
Follow EffortCapital: https://twitter.com/EffortCapital
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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Proof-of-Steak (Gary Gensler)
https://twitter.com/GaryGensler/status/1623777842000539648?
MakerDAO
https://makerdao.com
Phoenix Labs
https://twitter.com/phoenixlabsdev
- -
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. | |||
| Liquid Staking Will Supercharge Cosmos DeFi | Aidan Salzmann, Riley Edmunds (Stride's Co-Founders) | 07 Jun 2023 | 01:19:44 | |
We are joined by the founders of Stride - Cosmos' liquid staking zone - to discuss how LSTs will catalyze Cosmos' DeFi Summer. We discuss how Stride staking works, competition with Lido, Interchain Security, the Hub's Liquid Staking Module, Stride's upcoming features and more!
And as usual, we start the episode with our analyst bullpen to discuss the SEC's crackdown on Binance, the McHenry-Thompson crypto bill, dYdX bullishness and the Apple Vision Pro.
- -
Timestamps:
(00:00) Introduction
(00:49) Hot Seat/Cool Throne
(30:21) Interview Start: Cosmos' Moment
(35:43) Will LSTs Ignite Cosmos DeFi?
(38:49) The Competition
(42:07) Stride’s User Flow, Interchain Accounts & Token Design
(49:23) Interchain Security
(57:06) Trading at Peg and Instant Redemptions
(1:02:41) Sourcing Liquidity and POL
(1:06:30) Staked ATOM as Cosmos’ Gas Token
(1:08:08) Allocating Stake to Validators
(1:11:30) The Liquid Staking Module
(1:14:26) Stride’s Research and Roadmap
- -
Follow Aidan: https://twitter.com/aidan0x
Follow Riley: https://twitter.com/interchainriley
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Pibblez: https://twitter.com/0xpibblez
Follow EffortCapital: https://twitter.com/EffortCapital
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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Matt Hougan Binance tweet
https://twitter.com/Matt_Hougan/status/1665779583759843329
Stride
https://stride.zone/
https://twitter.com/stride_zone
- -
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. | |||
| H2 2023 Predictions: A Can't Lose Parlay | Blockworks Research | 01 Jun 2023 | 01:09:47 | |
In today's episode, we revisit our 2023 predictions and make new predictions for 2H 2023. Tune in to find out why you should watch alts on Base, how ETH could flip BTC, DeFi's next big narrative and why Circle will eat your favorite bridge's lunch. And as always, we start with our hot seat/cool throne segment where we discuss OP unlocks, Moonpay's crash, the Celestia/Noble partnership and how MakerDAO's DSR could impact DeFi borrowing rates.
- -
Timestamps:
(00:00) Introduction
(00:38) Hot Seat/Cool Throne
(24:31) The Atom Accelerator Promo
(26:08) 2H 2023 Predictions
(26:58) Prediction #1: Base’s Alts Will Outperform
(36:11) Prediction #2: ETH Will Flip BTC
(48:13) Prediction #3: LSTFi Will Be THE Narrative
(1:01:24) Prediction #4: CCTP Will Eat Crypto’s Bridges
- -
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Purplepill: https://twitter.com/purplepill3m
Follow Westie: https://twitter.com/WestieCapital
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Subscribe on YouTube: https://bit.ly/3foDS38
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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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
2022 Mount Rushmore & 2023 Predictions (0xResearch)
https://spoti.fi/3q9vI3x
Dan's The Flippening Twitter thread
https://twitter.com/smyyguy/status/1612866619981856769
Bitcoin Miner revenue chart
https://dune.com/smyyguy/bitcoin-asset-profile
Dan's LSD DEX Volume Analysis
https://flipsidecrypto.xyz/dan-smith/lsd-dex-volume-analysis-OmebEt
CCTP Twitter thread
https://twitter.com/blockworksres/status/1663577685656997888
- -
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. | |||
| Can Decentralized Social Scale? | Stani Kulecov (Lens, Aave) | 24 May 2023 | 01:28:38 | |
Stani Kulechov joins us to discuss how Aave and Lens are building scalable primitives to accelerate crypto's adoption curve. We explore crypto's killer app, why decentralized social matters, how the Momoca DA layer scales Lens, the incentives behind building GHO and more!
And as usual, we start the episode with our analyst bullpen to discuss Coinbase's new subscription product, Lido exit liquidity games and Curve's LLAMA lending protocol.
- -
Timestamps:
(00:00) Introduction
(00:43) Hot Seat/Cool Throne
(34:59) Interview Start: Crypto’s Adoption Curve and Killer App
(46:35) Should Protocols Share Revenue With Token Holders?
(51:00) Why Decentralized Social Media?
(57:07) Building on Polygon
(1:03:16) Lens Tx Process Flow and the Momoca DA Layer
(1:14:46) Aave’s GHO
(1:18:38) How Spark Will Influence Aave’s Market for DAI Lending
(1:21:57) Building Core Infrastructure
(1:24:49) Decentralized Identity Solutions & Undercollateralized Loans
- -
Follow Stani: https://twitter.com/StaniKulechov
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Purplepill: https://twitter.com/purplepill3m
Follow EffortCapital: https://twitter.com/EffortCapital
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
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. | |||
| Why Coinbase Is Incredibly Mispriced | Matt Hougan, Ryan Rasmussen | 17 May 2023 | 01:20:07 | |
Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report.
- -
Timestamps:
(00:00) Introduction
(01:05) Hot Seat/Cool Throne
(26:10) Interview Start: Institutional Investor Sentiment
(37:23) Regulation Outlook
(40:59) The Coinbase Bull Case
(49:26) L2 Valuations: Arbitrum vs Optimism
(51:49) Implications of USDC’s Depeg
(57:11) The Decoupling of Equities and Crypto
(1:00:42) DEX Market Share and Brand Moats in Crypto
(1:05:02) LST Baskets
(1:06:46) Returning Protocol Revenue to Token Holders
(1:08:48) BRC-20s, High Fees and L2 Volume Growth
- -
Follow Matt: https://twitter.com/Matt_Hougan
Follow Ryan: https://mobile.twitter.com/rasterlyrock
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Purplepill: https://twitter.com/purplepill3m
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/
- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today!
- -
Resources:
Tether's Q1 Report
https://bit.ly/42UOYzY
Bitwise's website
https://bitwiseinvestments.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. | |||
| Meme Mania: Why You Should Pay Attention | 1000x | 11 May 2023 | 00:48:13 | |
SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets).
In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(00:32) Are Bank Failures Priced In?
(07:31) The Impact of a Potential US Default
(12:51) Repeating 2021’s Perfect Storm
(18:03) Meme Mania: Why You Should Pay Attention
(31:30) Deflationary ETH and Blockspace Fee Generation
(36:34) BTC Miner Revenue and BRC-20s
- -
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
BRC-20.io
https://brc-20.io/
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed. | |||
| Eclipse: Rollups Powered by Solana's Virtual Machines | Neel Somani | 10 May 2023 | 01:10:52 | |
Neel Somani joins us to discuss how Eclipse enables rollups powered by Solana's parallelizable virtual machine. You've heard the debate: "Rollups don't scale because of the single-threaded EVM." With Eclipse, this is no longer the case. Tune in to learn why Eclipse chose the SVM, Eclipse's design and settlement assurances, how rollups can maintain interoperability, where value accrues in a modular world and more!
And as usual, we start the episode with our analyst bullpen to discuss Coinbase earnings, Lido DAO, ETH staking and BRC-20s.
- -
Timestamps:
(00:00) Introduction
(00:31) Hot Seat/Cool Throne
(30:06) Interview Start: Neel’s EVM Terra Project
(33:50) Monolithic vs Modular Chains
(36:12) Eclipse: The Value Proposition & Design
(47:18) Why Choose the SVM?
(49:39) Trust Minimized Bridges
(51:22) Parallelizable Rollups & Solana’s Firedancer
(53:45) Value Accrual
(56:26) Maintaining Interoperability
(58:11) Rollups vs App-Specific Chains
(1:00:03) MEV & Collaborations with Skip Protocol
(1:02:07) Competing with Ethereum
(1:03:32) What Projects Leverage Eclipse?
(1:05:58) Liquidity Fragmentation & On-Boarding
(1:06:53) Supporting Multiple VMs
- -
Follow Neel: https://twitter.com/neelsalami
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Effort Capital: https://twitter.com/EffortCapital
Follow Westie: https://twitter.com/WestieCapital
Follow Purplepill: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Eclipse
https://www.eclipse.builders/
https://twitter.com/EclipseFND
GovHub
https://twitter.com/JasonYanowitz/status/1654179131171512320
- -
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. | |||
| The Single Shard Thesis | Logan Jastremski | 03 May 2023 | 01:16:55 | |
Logan Jastremski joins us to discuss how parallelizable, high-throughput blockchains are the solution for scalable crypto products. We start with Logan's high-throughput thesis, why isolated fee markets and parallel computation are crucial features and how to analyze node requirements. Logan then explains why L2s won't scale, how DAS solutions are a feature, not a product, and his take on AppChains vs sector-specific chains.
And as usual, we start the episode with our analyst bullpen to discuss Coinbase, liquid staking derivatives post Shapella, rETH's withdrawal design and token incentive design.
- -
Timestamps:
(00:00) Introduction
(00:30) Hot Seat/Cool Throne
(25:11) Interview Start: Logan’s Background
(27:08) The High-Throughput Thesis
(29:10) Backpack and xNFTs
(32:44) Solana: State Compression, Hardware Requirements & Value Accrual
(46:00) “Lightspeed Ad”
(46:41) Quantifiably Measuring Decentralization
(50:30) The L2 Experiment
(56:14) Isolated Fee Markets
(59:30) Celestia, EigenLayer & Polygon Avail
(1:03:28) AppChains, Sector-Specific Chains & Mobile
(1:08:09) Solana's Community and DePIN
- -
Follow Logan: https://twitter.com/LoganJastremski
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Effort Capital: https://twitter.com/EffortCapital
Follow Matt: https://twitter.com/MattFiebach
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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/
- -
Resources:
Westie
https://twitter.com/WestieCapital
Synthetix Dune Dashboard
https://dune.com/blockworks_research/synthetix
Polynya's OP discussion
https://gov.optimism.io/t/draft-inflation-adjustment-proposal-to-0/5936
DefiLlama
https://defillama.com/bridges
Frictionless Capital
https://www.frictionless.fund/
https://twitter.com/_Frictionless_
Logan's podcast
https://www.youtube.com/@LoganJastremskiPodcast
Vitalik's End Game
https://vitalik.ca/general/2021/12/06/endgame.html
Firedancer
https://jumpcrypto.com/firedancer/
- -
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. | |||
| How Dinero Is Reshaping Liquid Staking | 0xSami | 12 Sep 2024 | 00:53:55 | |
In this episode, 0xSami from Dinero joined us to discuss Dinero’s product suite, institutional adoption of LSTs, and Dinero’s withdrawal mechanism. Additionally, we dove into the competitive landscape of decentralized stable coins, and how Dinero is growing their market share. Finally, we covered Dinero’s new ecosystem strategy and the institutionalization of DeFi
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 Dinero: https://x.com/dinero_xyz
Follow 0xSami: https://x.com/0xSami_
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(1:09) Overview of Dinero's Product Suite
(7:09) The Differences Between pxETH & apxETH
(9:21) Dinero's Differentiation From Other Ethereum LSTs
(12:16) Institutional Adoption of LSTs
(17:43) Dinero's Withdrawal Mechanism
(19:06) Competition For Decentralized Stable Coins
(28:56) The Dinero Relayer
(32:03) Permissionless III Ad
(33:17) Polygon Ad
(34:07) Growing Dinero
(38:44) Market Demand For LSTs
(42:57) Dinero's Berachain & Other New Ecosystems Strategy
(48:23) The Institutionalization of DeFi
--
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. | |||
| The Solana Bet | Anatoly Yakovenko | 26 Apr 2023 | 01:18:16 | |
Anatoly Yakovenko joins us to discuss why Solana is building the most optimized, minimally-extractive L1. We start with Anatoly's updated view of Solana's value proposition, mobile focus and the significance of xNFTs. Anatoly then explains Firedancer's insane performance, Solana's localized fee markets and parallel execution, where L2s fail to scale, MEV on Solana, security assurances and more! You won't want to miss Anatoly's user-focused philosophy and clear explanations; he's a legend.
And as usual, we start the episode with our analyst bullpen to discuss MEV Blocker, the ETH burn and MEV conspiracy theory, the MadLads xNFT mint, and Curve USD.
- -
Timestamps:
(00:00) Introduction
(01:09) Hot Seat/Cool Throne
(23:31) Interview Start: Solana's Saga Phone
(29:23) “Lightning Ad”
(30:04) Helium’s Migration to Solana
(32:50) Solana’s Vision
(34:19) Firedancer’s Insane Performance
(38:16) Localized Fee Markets and Parallel Execution
(49:32) Is SOL Money?
(51:57) SVM L2s: Eclipse and Nitro
(53:07) Solana’s Hardware Requirements
(55:34) Security Guarantees: L2s vs Solana
(59:35) Low Transaction Fees
(1:01:38) MEV on Solana
(1:08:11) Multi-VM Support
(1:10:27) Building Consumer Apps
(1:13:54) The Scaling Race: Solana vs Ethereum
- -
Follow Anatoly: https://twitter.com/aeyakovenko
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Pibblez: https://twitter.com/0xpibblez
Follow Purplepill: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres
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- -
Resources:
0xbabe address (Curve deployer address)
https://etherscan.io/address/0xbabe61887f1de2713c6f97e567623453d3c79f67
Curve Cap Substack
https://curve.substack.com/
WenLlama
https://twitter.com/WenLlama
Solana
https://solana.com/
https://twitter.com/solana
Firedancer
https://jumpcrypto.com/firedancer/
- -
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. | |||
| Shared Sequencers in the Modular Stack | Josh Bowen, Ben Fisch | 19 Apr 2023 | 01:19:59 | |
Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more!
And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum.
- -
Timestamps:
(00:00) Introduction
(00:59) Hot Seat/Cool Throne
(21:50) Interview Start: The Modular Stack
(24:23) The Role of Centralized Sequencers
(28:29) Lightspeed Promo
(29:10) Decentralized Sequencer Design
(36:28) Why Will L2s Use a Shared Sequencer?
(45:00) Cross-Rollup Atomic Composability
(53:12) Rollup MEV Capture
(1:01:00) A Winner-Takes-Most Market?
(1:04:20) Restaking: Aligning L1 and L2 Economic Value
(1:10:23) Who are the Ideal Users?
(1:14:33) Supported Virtual Machines
- -
Follow Josh: https://twitter.com/Jskybowen
Follow Ben: https://twitter.com/benafisch
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Westie: https://twitter.com/WestieCapital
Follow Purplepill: 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/
- -
Resources:
Voltz's new cross-margining product
https://twitter.com/voltz_xyz/status/1645741501002010624
Espresso Systems
https://www.espressosys.com/
https://twitter.com/EspressoSys
Astria
https://www.astria.org/
https://twitter.com/AstriaOrg
The Inevitability of UNIchain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
Espresso on L1 and L2 economic incentive alignment
https://hackmd.io/@EspressoSystems/EspressoSequencer
- -
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. | |||
| The Rise of Modularity: Scaling Beyond Monolithic Constraints | Nick White, Celestia | 12 Apr 2023 | 01:22:30 | |
Join us on 0xResearch as Nick White explains how Celestia's modular data-availability network enables anyone to deploy scalable blockchains with minimal overhead. Builders have shifted their focus from monolithic L1s to building modular infrastructure that scales through specialization, data availability sampling and cryptography. Learn how modular blockchains can maintain interoperability, Celestia's security guarantees, decentralized sequencers, Ethereum's tradeoffs, trust-minimized settlement and more!
And as usual, we start the episode with our analyst bullpen to discuss a $25M MEV exploit, xNFT backpack, Sushiswap's exploit and ETH's Shapella's upgrade.
- -
Timestamps:
(00:00) Introduction
(00:44) Hot Seat/Cool Throne
(22:24) Interview Start: Nick White
(24:18) Celestia’s Value Proposition
(29:40) Lightspeed Promo
(30:20) Maintaining Interoperability
(35:15) Security Guarantees
(39:33) Light Clients
(42:04) Cosmos, Sequencers and Libraries vs Networks
(56:02) Pros and Cons of Ethereum
(58:19) Trust Minimized Bridges and Settlement
(1:02:12) DAS: Erasure Coding vs KZG
(1:13:17) Bitcoin as a DA Layer
(1:16:48) Oracle Infrastructure
- -
Follow Nick: https://twitter.com/nickwh8te
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Purplepill: https://twitter.com/purplepill3m
Follow EffortCapital: https://twitter.com/EffortCapital
Follow Blockworks Research: https://twitter.com/blockworksres
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- -
Resources:
Clusters by Mustafa Al-Bassam
https://blog.celestia.org/clusters/
Settlement Assurances by Nic Carter
https://medium.com/@nic__carter/its-the-settlement-assurances-stupid-5dcd1c3f4e41
Libraries vs. Networks by Jesse Walden
https://variant.fund/articles/libraries-vs-networks/
Celestia
https://celestia.org/
https://twitter.com/CelestiaOrg
- -
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. | |||
| The Cosmos SDK of Rollups | Preston Evans, Sovereign Labs | 05 Apr 2023 | 01:02:33 | |
Join us on 0xResearch as we interview Preston Evans, the Chief Scientist of Sovereign Labs. Why should you care about Sovereign? Because they're building the Sovereign SDK. Like the Cosmos SDK that enables modular plug-and-play experimentation for L1s, the Sovereign SDK is a modular toolkit for building zk-rollups on any chain with seamless composability. In this episode, we discuss how Sovereign's design compares to the Cosmos SDK and IBC, smart contract vs Sovereign rollups, the role of data availability, decentralized sequencer design and more! This is my favorite 0xResearch episode yet.
And as usual, we start the episode with our analyst bullpen to discuss the recent governance drama at Arbitrum!
- -
Timestamps:
(00:00) Introduction
(00:45) Arbitrum's Governance Blunder
(15:04) Blockworks Research
(16:03) Interview Start: What is Sovereign?
(22:23) The Sovereign SDK vs Cosmos SDK
(23:59) Settlement on Smart Contract vs Sovereign Rollups
(28:14) The Role of Data Availability
(32:24) Decentralized Sequencers
(37:54) Optimistic Rollup Tradeoffs
(41:24) Composability and IBC
(52:22) What Is Sovereign’s X Factor?
(54:17) Building Rollups on Bitcoin
(59:11) Sovereign’s Business Model and Timeline
- -
Follow Preston: https://twitter.com/prestonevans__
Follow Westie: https://twitter.com/WestieCapital
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- -
Resources:
Delegate ARB to Blockworks Research
https://twitter.com/blockworksres/status/1639279479368368132
Sovereign Labs
https://www.sovereign.xyz/
https://twitter.com/sovereign_labs
- -
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. | |||
| Sei: The L1 Built For Trading | Jay Jog | 29 Mar 2023 | 01:22:33 | |
Join us on 0xResearch as we interview Jayendra Jog (co-founder of Sei) to discuss Sei, a highly optimized sector-specific L1 with a built-in order-matching primitive. Put simply, Sei is building the premier infrastructure for decentralized exchanges. In this episode, Jay explains why Sei chose the Cosmos SDK, why pursue a sector-specific chain, the mechanics behind optimistic block processing and parallelization, Sei's validator set, native oracles and more!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more!
- -
Timestamps:
(00:00) Introduction
(00:22) Hot Seat/Cool Throne
(24:40) Blockworks Research
(25:38) Interview Start: Sei’s Origin
(28:36) Why Use the Cosmos SDK?
(33:43) Why a Sector-Specific Chain?
(37:09) Optimistic Block Processing and Intelligent Block Propagation
(49:50) Parallel Processing
(53:48) The Tradeoffs
(56:14) Sei’s Validator Set, Sei’s Token and MEV
(1:09:56) Price Oracles
(1:13:42) Ecosystem and Airdrop Strategy
(1:19:35) Partnerships with Centralized Exchanges
- -
Follow Jay: https://twitter.com/jayendra_jog
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Purplepill: https://twitter.com/purplepill3m
Follow Pibblez: https://twitter.com/0xpibblez
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Arbitrum airdrop dashboard
https://dune.com/blockworks_research/arb-airdrop
Sei
https://www.seinetwork.io/
https://twitter.com/SeiNetwork
- -
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. | |||
| Unmasking Crypto's Anonymous Actors | Arkham | 22 Mar 2023 | 01:13:43 | |
Join us on 0xResearch as we interview Miguel Morel, Arkham's CEO. Unlike the traditional financial system, crypto is transparent and auditable. But, we need infrastructure that links wallets to specific identities (e.g. an exchange, pseudonym), or this transparency is just a list of alphanumerical accounts. That's why Arkham has built a platform to make tag wallets and on-chain data useful. Tune in as we explore Arkham and the implications for on-chain data in this deep dive!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, the rollup wars and Arbitrum's airdrop.
- -
Timestamps:
(00:00) Introduction
(01:08) Hot Seat/Cool Throne
(33:15) Blockworks Research
(34:14) Interview Start: Arkham
(47:22) Dissecting the USDC Depeg
(56:48) Making On-chain Data Useful
(59:12) FTX Liquidator Blunders
(1:04:45) How To Algorithmically Tag Wallets
(1:09:50) Arkham’s Roadmap
- -
Follow Miguel: https://twitter.com/RealMiguelMorel
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Effort Capital: 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/
- -
Resources:
Arbitrum airdrop dashboard
https://dune.com/blockworks_research/arb-airdrop
Rollups Aren't Real (Jon Charbonneau)
https://joncharbonneau.substack.com/p/rollups-arent-real
Arkham
https://twitter.com/arkhamintel
https://www.arkhamintelligence.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. | |||
| Circle’s CCTP: Revolutionizing Multichain Infrastructure | 15 Mar 2023 | 01:14:38 | |
Join us on 0xResearch with Joao Reginatto, the creator of USDC, as we discuss Circle's CCTP and its multichain vision. Learn how Circle's CCTP enables seamless cross-chain interactions, solving the security and UX issues that have plagued crypto. Joao explains why wallets and applications will integrate with CCTP and how Circle will bring native USDC to Cosmos. CCTP is the most exciting innovation in cross-chain infrastructure!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more!
- -
Timestamps:
(00:00) Introduction
(00:27) Hot Seat/Cool Throne
(27:55) Blockworks Research
(28:54) Interview Start: Circle's History
(40:38) USDC in a Multichain World
(46:13) Bridges and the Origins of CCTP
(56:43) USDC Monetization
(1:00:06) Is CCTP Permissionless?
(1:01:25) Integrations, Noble (Cosmos) and dYdX
(1:06:50) CCTP Use Cases
- -
Follow Joao: https://twitter.com/reginatto
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow David: https://twitter.com/EffortCapital
Follow Pibblez: 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/
- -
Resources:
Circle's CCTP
https://developers.circle.com/stablecoin/docs
Arthur Hayes BTC stablecoin article
https://blog.bitmex.com/dust-on-crust/
USDC Monitor dashboard
https://dune.com/blockworks_research/usdc-monitor
- -
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. | |||
| How zkSync and Argent 10x Ethereum’s UX | 08 Mar 2023 | 01:16:25 | |
On this week's episode of 0xResearch, Julien Niset and Alex Gluchowski join us to discuss how account abstraction, smart contract wallets and Layer 2s will 10x crypto's user experience. We explore how account abstraction works, the benefits and challenges, base layer (ETH L1) implementations and how Argent/zkSync are pushing these innovations forward. We also get a behind-the-scenes look at smart contract wallets, social recovery and more!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we discuss the top themes and narratives out of ETH Denver. This includes a host of new MEV innovations, EigenLayer hype and the zkEVM wars!
- -
Timestamps:
(00:00) The Analyst Roundup
(29:49) “Blockworks Research Ad”
(30:48) Interview with Julien and Alex
- -
Follow Alex: https://twitter.com/gluk64
Follow Julian: https://twitter.com/jniset
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Westie: https://twitter.com/WestieCapital
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/
- -
Resources:
How EigenLayer Supercharges ETH with Sreeram
https://spoti.fi/406bkgH
Ethereum Dashboard
https://dune.com/blockworks_research/eth
Relic Protocol
https://relicprotocol.com/
Argent
https://www.argent.xyz/
https://twitter.com/argentHQ
zkSync
https://zksync.io/
https://twitter.com/zksync
- -
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. | |||
| The Evolution of Ethereum | Tim Beiko | 01 Mar 2023 | 01:24:35 | |
On this week's episode of 0xResearch, Tim Beiko shares his insights on Ethereum's governance, client diversity, and roadmap. We delve into the importance of EIP4844, the UX improvement from single-slot finality, Ethereum's state growth problem, the rationale behind MEV burn, and more! Tim is one of the most knowledgeable people on Ethereum's roadmap - you won’t want to miss this one!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Frax's CPI-pegged stablecoin, the L2 wars, Base and Jump's counter-exploit against the Wormhole exploiter!
- -
Timestamps:
(00:00) Introduction
(00:36) Hot Seat/Cool Throne
(30:15) Blockworks Research
(31:14) Interview Start: Tim Beiko
(37:16) Ethereum’s Governance Process
(47:09) Client Diversity
(59:10) Shanghai, EIP4844 and Single Slot Finality
(1:04:40) MEV and PBS
(1:07:40) Stateless Ethereum
(1:10:14) Decentralized Sequencing and Fraud Proofs
(1:17:06) MEV Burn
- -
Follow Tim: https://twitter.com/TimBeiko
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Pibblez: https://twitter.com/0xpibblez
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
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Jump Executes Counter Exploit Against Wormhole Exploiter
https://www.blockworksresearch.com/research/we-do-a-little-counter-exploit
Ethereum.org
https://ethereum.org/en/
- -
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. | |||
| The Problems with DeFi & Crypto | Lyn Alden | 22 Feb 2023 | 01:28:14 | |
In this week's episode of 0xResearch, Lyn Alden explains macro markets and DeFi's shortcomings. Lyn is an absolute force in macro market analysis and is one of the few macro investors who understands crypto. In this conversation, we discuss if the Fed can manage a soft landing, if DeFi is only a closed loop of speculation, why smart contract protocols naturally centralize over time, the future of Bitcoin and more!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Blur's airdrop, Curve's future, the market rally and more!
- -
Timestamps:
(00:00) Introduction
(00:43) Hot Seat/Cool Throne
(29:12) Blockworks Research
(30:11) Interview Start: Lyn Alden
(30:29) The State of Macro Markets
(43:02) GBTC: a Good or Bad Product for BTC Exposure?
(45:19) DeFi’s Speculative Closed Loop
(50:57) The Promise of Stablecoins
(57:39) Tokenization of RWAs
(1:01:20) Bitcoin vs Smart Contract Platforms
(1:05:21) Bitcoin’s Longevity
(1:10:05) Ordinals and Bitcoin’s Blockspace
(1:14:47) Decentralized Social
(1:17:41) Using BTC to Buy a Cup of Coffee
(1:23:18) Headwinds Against Decentralization
- -
Follow Lyn: https://twitter.com/LynAldenContact
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Westie: https://twitter.com/WestieCapital
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
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Westie's protocol-specific stablecoin report
https://www.blockworksresearch.com/research/protocol-specific-stablecoins
Lyn Alden's website
https://www.lynalden.com/
The Problems with DeFi & Crypto (by Lyn Alden)
https://www.lynalden.com/defi-problems/
- -
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. | |||
| Onchain Economies: Empowering Today’s Content Creators | Analyst Round Table | 11 Sep 2024 | 00:46:52 | |
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.
--
Resources
FriendTech 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/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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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
(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 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. | |||
| Gearbox: DeFi's Composable Leverage Protocol | 15 Feb 2023 | 01:06:12 | |
In this week's episode of 0xResearch, we bring on Ivan and Ilgiz from Gearbox to explore how Gearbox can offer traders up to 10x leverage while maintaining security and composability.
As usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the SEC's ruling against BUSD and if stablecoins are wrecked! If that's not for you, skip to the interview segment where we discuss Gearbox credit accounts, how to prevent protocol bad debt, attracting passive liquidity, GEAR value accrual and more. You won't want to miss this deep dive into one of the most innovative projects in DeFi!
- -
Timestamps:
(00:00) Introduction
(00:24) Hot Seat/Cool Throne
(20:47) Interview Start: Gearbox
(32:05) How Liquidations Operate
(37:55) Gas Fees and Deploying on L2s
(39:41) Preventing Protocol Bad Debt
(41:55) Liquid Staking Derivative Strategies
(47:15) What are Gearbots?
(52:30) Attracting Passive Liquidity
(56:58) Gearbox Governance
(1:00:11) GEAR Token Value Accrual
- -
Follow Ivan: https://twitter.com/ivangbi_
Follow ilgiz: https://twitter.com/apeir99n
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow David: 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/
- -
Resources:
Gearbox
https://gearbox.fi/
- -
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. | |||
| Infinity Pools: Unlimited Leverage, Any Asset, No Liquidations | Matthieu Gavaudan | 10 Feb 2023 | 00:52:26 | |
In this week's episode of 0xResearch, Matthieu Gavaudan joins us to discuss DeFi's new primitive: Infinity Pools. Infinity Pools is an exchange that offers unlimited leverage on any asset, with no liquidations, no counterparty risk & no oracles. Matthieu explains how Infinity Pools works, why Infinity Pools is a step-change improvement, the next iteration of the protocol and so much more!
- -
Follow Matthieu: https://twitter.com/MLGavaudan
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
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/
- -
Resources
Infinity Pools
https://infinitypools.finance/
Infinity Pools Twitter
https://twitter.com/InfPools
- -
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. | |||
| A Journey Through Ethereum’s Roadmap | Westie | 08 Feb 2023 | 01:23:25 | |
In this week's episode of 0xResearch, Blockworks Research analyst Westie joins us to discuss Ethereum's roadmap. We start with the Shanghai upgrade, how the ETH withdrawal queue will work, what this means for ETH sell pressure and if we will see a rise in ETH staking rates. We then go deep, real deep, into Ethereum's long-term roadmap. This includes distributed validator technology, single secret leader elections, single slot finality and more! If you want to know what's coming and how Ethereum will scale to a billion users, this one's for you.
- -
Timestamps:
(00:00) Introduction
(01:11) Hot Seat/Cool Throne
(32:16) Interview Start: Ethereum’s Roadmap
(34:52) How Staked ETH Withdrawal Periods Will Work
(42:12) Catalysts for Increased Staking Rates
(44:21) How LSD Protocols Will Handle Withdrawals
(46:51) Distributed Validator Technology (DVT)
(50:26) Single Secret Leader Elections (SSLE)
(53:16) Single Slot Finality
(55:57) The Surge, EIP4844 and KZG Commitments
(1:04:49) Data Availability Sampling (DAS)
(1:10:28) Proposer Builder Separation (PBS)
(1:16:21) MEV Burn
- -
Follow Westie: https://twitter.com/WestieCapital
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
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/
- -
Resources:
Empire's Frax podcast with Sam Kazemian
http://bit.ly/3x5Krg5
RAI article
https://dankradfeist.de/ethereum/2023/01/31/rai-crypto-experiment.html
Westie's ETH Exit Queue thread
https://twitter.com/WestieCapital/status/1613645213792366595
Westie's MEV Markets podcast
http://bit.ly/40C3MD8
- -
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. | |||
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