0xResearch

In today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token f...

In today's interview Sam and Ren are joined by Antonio Juliano, the founder of dYdX. They kick-off by discussing the migration from V3 to V4, the platform's focus on permissionless market listings, and the importance of isolated margin. He shares insights on the competitive landscape of decentralized derivatives exchanges, the challenges and solutions related to MEV, and the role of USDC issued by...

In this week's analyst round table the crew discusses the latest news and trends in the crypto space. They kick things off by analyzing Eigen Layer's impressive growth to $10 billion in TVL and debating how high that number could go. The conversation then turns to hot topics like Arbitrum's proposed $400 million gaming fund, Coinbase's dominance and future prospects, Magic Eden's resurgence in the...

In this week's interview Sam and Ren are joined by Prabal Banerjee, CEO and Co-founder of Avail, to discuss Avail's robust base layer designed to meet the needs of next generation, trust minimized applications and sovereign rollups. They kick off by unpacking what Avail is and how it enables validity proofs and erasure coding instead of fraud proofs, aiming to provide stronger guarantees especiall...

In today's analyst round table the analyst cry unpacks the latest crypto market news including Eigenlayer's massive $100m raise, growing ordinal NFT volumes, and Uniswap's protocol fee switch proposal. They then covered the surging hype and volumes around ordinal NFTs on Bitcoin, the Uniswap fee switch proposal, and the success of Blast's growth tactics including token locking programs and gaming...

In this week's interview Sam and Ren are joined by Mysten Labs co-founders Evan Cheng and Adeniyi Abiodun to dive into what makes Sui the Asset-centric blockchain. Sui delivers the benefits of Web3 with the ease of Web2, offering an asset-centric approach, offline transactions, and unparalleled performance. They dig into Sui's integration of Move programming, Sui's architectural differences from e...

In today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule. To close out the analysts asses the viability of...

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...

In today's analyst roundtable Sam, Ren, Matt, and Pibblez dive into a range of topics including Arbitrum's incentives program, issues with Solana's fee markets, Bitcoin L2 solutions, potential for Ethereum ETFs that enable staking, and the the upcoming Shanghai upgrade bringing several EIPs. The conversation opens by analyzing Arbitrum's incentives program, finding the TVL growth did not justify t...

In today's analyst roundtable Sam, Ren, Westie, and Brick dive into the biggest news this week including the rise of farcaster, Jupiter's historic airdrop and much more. They unpack Solana mobile's 60k unit sales milestone and whether growing LST protocols are sustainable. Other topics covered include Apecoin DAO's vote on which L2 to launch on, Clusters' partnership with GoDaddy, and an in-depth...

In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business model...

In today's interview we are joined by Julian, the co-founder of Aevo, formally known as Ribbon Finance. Today's conversation details the evolution of Ribbon into AEVO, an L2 derivatives exchange built using Optimism's OP stack for faster and cheaper trading. We learn about AEVO’s origins providing structured products to DeFi users and the decision to pivot to an L2 system to capture rising institu...

In this week's analyst table we are joined by Ren and Brick of the Blockworks research team to dive into the latest crypto news and governance updates. We analyze Noble's proposal to onboard as a Cosmos Hub consumer chain and share revenue back to the Hub. Spurred by Arbitrum's launch of Orbit, we also debate the long-term sustainability of layer 2 networks and whether competition will drive fees...

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 dr...

In this week's analyst table Dan and Sam are joined Ren and Pibblez of the Blockworks Research team to dive into the risks of liquid restaking tokens and the looming ETF approval. They debate whether these LRTs are ticking time bombs and if stakers understand the slashable exposure they're taking on. The crew also explores the viability of Celestia's data availability and if gaming and rollups wil...

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...

In this week's analyst table Dan is joined by Matt, Westie, and Effort Capital of the Blockworks Research team to dive into the 2024 outlook for Ethereum, Solana, and Bitcoin. They debate whether 2024 holds better adoption of Ethereum L2s, continued growth of optimizations like data availability, evolution of fees market adjustments, and whether Solana is seeing a renaissance of onchain activity....

In this week's interview Dan and Sam are joined by Scott Sunarto, founder and CEO of Argus Labs, to discuss the infrastructure they're building to make blockchain games more accessible. He talks about overcoming previous limitations with fully on-chain games, designing sharding architectures inspired by MMOs, building developer tools tailored for gaming, and enabling emergent economic behaviors th...

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into the latest governance and onchain news. They dive into Rollbit's proposal to switch to a revenue share model for its token holders. They also discuss Lyra V2's imminent launch, Orca and CowSwap's new fee structures, Synthetix's move away from inflation funding, and the debate around what'...

In this week's interview Dan and Sam are joined by Lucas Bruder, co-founder and CEO of Jito Labs. Lucas dives into the intricacies of Solana including the validator client, Solana LST providers, and the upcoming launch of Jito's Stakenet. He discusses the function of streaming transactions and how networks use algorithms and waivers to arbitrate these. Lucas explains the role of keepers, the limit...

In this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level agreements (SLAs) in liquid staking, contributing to...

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Matt and Pibblez to dive into the latest crypto market trends. They analyze the strong performance of NFTs Pudgy Penguins and Mad Lads, Bitcoin, and onchain perps platforms. The group also debates the valuation of Celestia, the profitability of data availability layers, and the longevity of app chains vs layer 2 so...

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 fund...

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into this week's biggest news. Dan covers Avalanche's recent surge in transactions stemming from ASC20 minting spam. Key governance updates include MakerDAO's current peg stability module and Aave and Curve's USD integration. Discussion then moves the dYdX market manipulation event that damage...

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...