0xResearch

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...

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...

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 are...

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...

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 analys...

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) Ho...

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 failu...

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-Thompso...

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 Make...

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...

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) Inter...

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 price...

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...

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 AppChain...

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! Yo...

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 va...

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, Celest...

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'...

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...

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 i...

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...

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...

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,...

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...

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 w...