0xResearch

In this episode, our Blockworks Research analysts asked themselves, can TON survive? After Pavel Durov’s arrest, what’s their best path forward? They also discussed MakerDAOs rebrand to Sky and how previous rebrands in crypto have worked out. Additionally, they debated whether or not Ethereum L2s are parasitic. Finally, they speculated on when, if ever,  L2s will move away from using Ether as thei...

In this episode, we’re joined by Ted, the Co-founder of Dill! We discussed their various design choices, why they started building Dill in the first place, and how they plan to realize the full vision of Danksharding. Additionally, we unpacked their onboarding strategy, and their place within the current data availability landscape. Finally, Ted gave us his vision for the future of modular crypto,...

In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design. Thanks for tuning in! As always, remember this podcast is for informational purposes only, a...

In this episode, Boccaccio is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket and the growing popularity of Hyperliquid. Finally,...

In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s. Thanks for tuning in! As always, remem...

In this episode, we dive deep into GRASS, a revolutionary decentralized network for web scraping and data collection. Andrej, from GRASS, explains how their platform is democratizing access to web data for AI development. We explore the technical aspects of the GRASS network, its innovative approach to data collection, and its potential impact on the AI industry. The conversation covers topics ran...

In this episode, our Blockworks Research analysts jump into the trenches! They discuss recent Ethereum ETF flows, future bullish catalysts on the horizon for Celestia, and the various ways MEV is being captured. Additionally, they discuss Ethereum L2 token distribution methods and how they might improve. Finally, they dive into the Pump Fun war zone. Thanks for tuning in! As always, remember this...

In today's episode we dive deep into the unforeseen challenges that have emerged in the multichain landscape. Joined by the founders of Initia, Stan and Zon, we explore the complexities of crosschain interactions, liquidity fragmentation, and user experience hurdles that have hindered the promise of a truly interconnected blockchain ecosystem. The conversation then shifts to innovative solutions,...

In this episode, Blockworks Research analysts try to navigate the crypto carnage. They discuss Coinbase’s recent earnings report, and potential solutions for a crypto index. Additionally, they cover the dominance of stablecoin provider business models, how to potentially gain exposure to these businesses, and whether or not PayPal can compete with established giants in the space. Finally, they pre...

In this episode, Uma Roy, Co-founder and CEO of Succinct Labs, joined us to dive into the world of zkVMs! We cover Succinct’s Prover Network & SP1, why zkVMs are needed, and the importance of being open source. Additionally, we speculate on whether or not all rollups will eventually become zkRollups. Finally, we discuss Succinct’s go-to-market strategy, the market for zkVMs, and Succinct’s vision...

In this episode, Blockworks Research analysts discuss what’s happening in DeFi today. They cover the recent success of Kamino Finance, Jito’s restaking announcement, and the recent AAVE Governance proposals. Additionally, they talk about PayPal’s entrance into the DeFi space with their PYUSD stablecoin. Finally, they unpack the recent Compound Finance governance attack. Thanks for tuning in! As al...

In this episode, we’re joined by Trevor and Jason from Parcl to discuss their journey so far. We dive into the original inspiration for Parcl, real estate adoption onchain, and potential expansion beyond real estate. Additionally, we talk about improving the quality of real estate data, and PRCL token utility. Finally, we hear about what it was like building through the last bear market, and what...

In this episode, Blockworks Research analysts discuss the surge in Polymarket activity, and speculate on how good its product market fit really is. Additionally, they dive into the Ethereum ETF launch, the implications of TradFi adoption in crypto, and the effects it will have going forward. Finally, they talk about the growing Base ecosystem, and Aerodrome’s place within it. Thanks for tuning in!...

In this episode, we’re joined by Matti and Rapolas from Zee Prime Capital to discuss the evolution of SocialFi, the current state of the crypto markets, and some of the innovative projects they are backing. They dive into the importance of adaptability in venture markets, how culture arises onchain, and explore crypto’s identity crisis. Finally, they look back on the Fat Application Thesis, and ho...

In this episode, Blockworks Research analysts discuss Trump’s potential impact on the crypto markets, single asset vs bundled spot ETFs, and recent developments in the Hyperliquid ecosystem. Additionally, they explore the role of Maker in the DeFi space and its business fundamentals. Finally, they dive into the significance of LSTs in the market today, and the challenges they will face in the futu...

In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his thoughts on the future of Cosmos. Thanks for tuni...

In this episode, Blockworks Research analysts discuss recent market movements, the AI x Crypto crossover, and the problem with narrative trading. The conversation also covers Germany’s Bitcoin sales, Mt. Gox distributions, and the implications of FTX repayments. Finally, they speculate on whether or not Blast has been left for dead. Thanks for tuning in! As always, remember this podcast is for inf...

In this episode, Terry and Ren from Eclipse joined us to discuss how they are building Ethereum’s first SVM L2. We covered why they chose to bring the SVM to Ethereum, design decisions made along the way, and how they plan to onboard developers. Finally, we dive into sequencer design, and the future of rollups. Thanks for tuning in! As always, remember this podcast is for informational purposes on...

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 i...

In this episode, our hosts are joined by Alena, Ecosystem Lead at TON, to discuss how “Mini Apps” are helping drive mass adoption. We cover Mini Apps, the similarities and differences between Telegram and WeChat, and TON’s strategy for onboarding new developers. Finally, we dive into TON’s systems architecture, and what the TON Foundation has in store for the future. Thanks for tuning in! As alway...

In this episode, Natalie from Bain Capital Crypto and Ben from Seed Club join us to discuss consumer applications in crypto. We dive into Seed Club’s recent Demo Day, viewing consumer crypto from an investor’s perspective, and the current state of crypto gaming. Additionally, we cover ongoing experiments with crypto social apps, and the NFT market going forward. Finally, Natalie and Ben give their...

In this episode, Aerodrome and Velodrome contributors, Ace and Alex, join us to discuss how Aerodrome and Velodrome are redefining the DEX model. They explain how the “MetaDEX” works, the flywheel it creates for users, and how they have helped shape the L2 landscape. Additionally, we talk about their Superchain vision, and why they chose to focus their efforts on the Optimism and Base L2s. Thanks...

In this episode, the Blockworks Research Team dives into an age old question: where are the users? They discuss applications on Solana, real world use cases on Near, and competition among data availability layers. Finally, they speak on why infrastructure continues to dominate the industry, and what it will take for gaming in crypto to gain traction. Thanks for tuning in! As always, remember this...

In this episode, Jeff Yan, Co-founder of Hyperliquid, joins to discuss Hyperliquid’s journey and growth thus far. He provides insights into how they developed the HyperBFT consensus algorithm, Hyperliquid’s Vault System, and their plans to decentralize the Hyperliquid L1. Jeff also gives his thoughts on competing with Centralized Exchanges, and what’s in store for Hyperliquid in the future. Thanks...

In this episode, Tolks from PageOne and Kez from Parsec join to discuss their thoughts on the current market environment. Our guests dive into the polarizing subject of celebrity token launches, how Telegram’s blockchain ecosystem flew under the radar, and more. They unpack the Bitcoin ETF flows, the upcoming Ethereum ETF, AI Agents, Memecoins and Social Tokens, and the Base Ecosystem. Thanks for...