0xResearch

Blockworks

0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.

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Top 10 0xResearch Episodes

Goodpods has curated a list of the 10 best 0xResearch episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to 0xResearch for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite 0xResearch episode by adding your comments to the episode page.

BLAST L2: The NFT Perps and Native Yield Super Chain? | Analyst Round Table | Analyst Round Table

0xResearch

11/29/23 • 65 min

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Pibblez breakdown the hype around new L2 BLAST and its controversial pre-launch deposit contract and MakerDAO's record revenue. The team then moves on to crypto gaming viability with games like illuvium, and recent governance updates such as reduced inflation for Cosmos Hub's ATOM & Arbitrum STIPs back funding. Enjoy!

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 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/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/homeTimestamps

(0:00) Introduction

(1:08) MakerDAO All-Time High Revenue

(4:04) Vertex Strong Volume and Token Performance

(7:13) Crypto Gaming: Real Deal or Narrative?

(15:29) CCTP Live on Noble

(22:34) DAS London Ad

(23:30) Justin Sun $200M Total Hacks

(27:31) Blast L2 CT Drama

(38:47) JitoSOL Token Airdrop

(49:18) Prop 848 Cosmos Hub Passes

(54:50) Arbitrum STIPs Back Fund Passes

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.

1 Listener

The Solana Rally: What Everyone Overlooked | Analyst Round Table

0xResearch

11/15/23 • 69 min

In this week's analyst table Dan and Sam are joined by Blockworks research analyst Matt Fiebach and Lightspeed podcast co-host Garret Harper. Today's conversation is a Solana debate diving into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy!

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 Garrett: https://twitter.com/GarrettHarper_

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/

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/

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

Timestamps

(0:00) Introduction

(1:36) The Solana Accusatory Audit

(6:25) What is there to do on Solana?

(14:38) Does SOL not being money hurt DeFi?

(22:01) Hexens Ad

(22:48) Lack of Protocol Documentation

(26:13) Are there New Users?

(30:25) L2 Framework is Overrated

(46:24) DAS London Ad

(47:20) ACP 13 Reducing Barrier of Subnet Validator Sets

(55:38) Arbitrum Governance Updates

(1:01:57) 1inch Selling ARB Airdrop

Resources

Lightspeed Pod

https://beacons.ai/lightspeedpod

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

1 Listener

How MakerDAO is Becoming Crypto's Top Revenue-Generating Machine | Analyst Round Table

0xResearch

01/04/24 • 68 min

In this week's analyst round table, Dan is joined by Matt, Ren, and Brick of the Blockworks Research team to dive into the latest developments in DeFi and Crypto. They start of by discussing Avalanche Foundation's controversial support for memecoins, Dymension's airdrop and unique tokenomics, and Celestia's continued adoption. They also unpack MakerDAO's narrative return and recent strong revenue and token price performance. To close out the team discuss the lack of quality user based metrics for chains, Bonkbot's unexpected revenue generation, and the impending spot Bitcoin ETF approval. Hope you enjoy!

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 Dan: https://twitter.com/smyyguy

Follow Ren: https://twitter.com/purplepill3m

Follow Brick: https://twitter.com/0x___Brick

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/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.

See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

Resources

https://app.blockworksresearch.com/analytics

Timestamps

(0:00) Introduction

(1:14) Avalanche Foundation Buying Memecoins

(10:01) Dymension Airdrop

(18:03) DAS London AD

(18:58) Celestia Adoption

(25:31) Maker Narrative Return

(40:53) Active Addresses Metrics

(48:02) BonkBot Performance

(58:24) Spot Bitcoin ETF

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

1 Listener

Crypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round Table

0xResearch

07/03/24 • 62 min

In this episode, the Blockworks Research Team covers the potential impact of the upcoming Ethereum ETFs, the likelihood of a Solana ETF getting approved, and how the NFT meta has evolved. Additionally, they dive into the bull and bear cases for Celestia going forward. Finally, they discuss the recent Blockworks Research report on TON.

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

TON: Not Right Now
https://x.com/blockworksres/status/1806380764369670367

Special thanks to our sponsor LayerZero

Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs

Follow Ryan: https://x.com/_ryanrconnor

Follow EffortCapital: https://x.com/EffortCapital

Follow Pibblez: https://x.com/0xpibblez

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

(1:34) Impact of the Ethereum ETF

(18:28) Solana ETF Speculation

(23:13) Will Celestia Make a Comeback?

(35:21) The New NFT Meta

(47:05) LayerZero: Pudgy Penguins Ad

(49:02) Discussing the Blockworks Research Report on TON

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, and our guests may hold positions in the companies, funds, or projects discussed.

Why One Chain Can't Rule Them All: Polygon's Aggregation Layer for Scalable Blockchains | Brendan Farmer

0xResearch

02/15/24 • 52 min

In this week's interview Sam and Ren are joined by Brendan Farmer, the Co-Founder of Polygon. Brendan unpacks why no single blockchain can scale like the internet due to heterogeneous requirements across chains. He then introduces Polygon's solution - an Aggregation Layer that enables low-latency, trustless interoperability between ZK rollups to scale access to shared liquidity and state. They dig into interoperability and liveness, updates on ZK proof innovation, how the Polygon CDK and Aggregation Layer preserve sovereignty for connected chains, and the outlook for developer adoption to grow the Polygon ecosystem. To close out they also discuss novel use cases enabled by the Aggregation Layer. Thanks for tuning in!

Follow Brendan: https://twitter.com/_bfarmer

Follow Sam: https://twitter.com/swmartin19

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/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month.

See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

Timestamps:

(0:00) Introduction

(3:53) The Aggregation Layer of Crypto

(6:46) Polygon CDK Vision

(10:48) Novel Aggregation Layer Use Cases

(19:15) DAS London Ad

(20:21) Security & Risks of Agg Layer

(25:57) ZK Proofs Updates

(32:47) Agg Layer Value Accrual

(42:03) End Vision of Aggregation Layer

(47:02) POL Token Dynamics

Resources

https://mirror.xyz/0xfa892B19c72c2D2C6B10dFce8Ff8E7a955b58A61/TXMyZhhRFa-bjr7YHwmJpKBwt2-_ysirbh_VpNy3qZY

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

Unpacking the Saga 2 and Arbitrum Long Term Incentives Issues | Analyst Round Table

0xResearch

01/18/24 • 58 min

In this week's analyst table Sam is joined by EffortCapital, Westie, and Pibblez of the Blockworks Research team to dive into the biggest news this week including Rabby wallet's airdrop plans, EigenLayer's upcoming LST additions and restaking, AEVO's token migration, and Vitalik's thoughts on increasing Ethereum's gas limit. The hot seat focuses on the controversy around the Saga phone's latest drop, the Cosmos Hub facing competition from Ethos's shared security offering, and Arbitrum's new long-term incentive spending proposal. Cool throne shoutouts go to Blur for successfully navigating its token unlocks and launching its new Blast testnet. Enjoy!

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 Westie: https://twitter.com/westiecapital

Follow Effort: 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/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.

See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

Resources

STARS (stargaze) token documentation

https://docs.stargaze.zone/stars/tokenomics

STARS (Stargaze) medium post on Token design https://mirror.xyz/stargazezone.eth/h9Bc7jODUrYB1Jw4mve3QEGVkBwBsyVebN6NP7tRl_Y

arbitrum treasury mgmt

https://forum.arbitrum.foundation/t/arbitrum-treasury-and-sustainability-research/20630

1 more treasury mgmt

https://forum.arbitrum.foundation/t/arbitrum-treasury-management-report-by-aera/20652

Timestamps

(0:00) Introduction

(1:11) Rabby Wallet Airdrop & CoW Protocol Benefit

(3:39) LST EigeLayer Update

(5:06) $AEVO TGE and Migration

(8:53) Instagram Intern Shills Memecoin

(10:30) Vitalik Gas Limit Thoughts

(12:56) dYdX v3 Incentives Conclusion

(15:25) dYdX Segment: Chorus One

(22:57) The Saga 2 Drop Controversy

(32:01) Ethos Shared Security Offering

(40:40) DAS London Ad

(41:47) Arbitrum Long Term Incentives Program

(50:06) Blur Token Unlocks & Blast Testnet

(54:58) NFT Marketplace Token Valuations

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

MEV Wars: The Rise of Vertically Integrated Relays | Analyst Round Table

0xResearch

04/04/24 • 58 min

In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token airdrops from Wormhole and Ethena, and whether they could provide a major stimulus to ecosystems. Finally, the team scrutinizes the recent Munchables exploit on Blast, the incentive flaws in BitTensor's decentralized AI model, and the AI potential of projects like HiveMapper that utilize reinforcement learning.

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 Westie: https://twitter.com/westiecapital

Follow Effort: https://twitter.com/EffortCapital

Follow Sam: https://twitter.com/swmartin19

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/

Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.

Use the link below to learn more, and use 0X10 to get 10% off your ticket! Sign up now because the price goes up every month.

See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

Timestamps:

(0:00) Introduction

(1:13) Arbitrum Phase 3 Grant Program

(6:08) Partial Set Security & ICS 2.0

(16:28) Echo & Seed Round Investing

(21:37) Titans Integrated Relay Launch

(30:20) MEV Blocker Fee Switch

(33:20) Ethena & Wormhole Token Airdrops

(41:27) Blast Munchables Exploit

(49:42) Bittensor Token Dynamics & Demand

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

The Solana Bet | Anatoly Yakovenko

0xResearch

04/26/23 • 78 min

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

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:

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.

TRAILER: 0xResearch, with Sam Martin and Dan Smith

0xResearch

10/26/22 • 0 min

Welcome to 0xResearch, a podcast by Blockworks! 0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives.

We are two full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.

Uniswap's Dilemma: Prioritizing Equity Holders or Token Holders? | Analyst Round Table

0xResearch

04/17/24 • 86 min

In this episode Dan, Ren, and Boccaccio dive deep into this week's biggest news. They discuss the launch of spot Bitcoin and Ethereum ETFs in Hong Kong, the upcoming tradability of the Parcel token, and the partnership between Aptos and Ionet. The team also discusses Monad's $225 million raise, Sui's gaming device, and the SEC's Wells notice to Uniswap Labs. To close out they cover the Tensor airdrop woes and the launch of EigenDA.

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 Boccaccio: https://twitter.com/tripleboccaccio

Follow Dan: https://twitter.com/smyyguy

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/

Timestamps:

(0:00) Introduction

(1:11) Parcel Token Launch

(5:14) Aptos & Ionet Partnership