Shows / 0xResearch
0xResearch
0xResearch is 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. Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe…
Episodes
0xResearchPearl Debate: A Better Bitcoin or Just a Good Story?
Can Pearl become the Bitcoin of the AI era or is the story stronger than the token? This week, we debate Pearl’s bull and bear cases, weighing its AI mining…
0xResearchWhy Formation Is Betting On Onchain Credit | Luke Truitt
Why would a DEX and a lender merge into one company? This week, we're joined by Formation CEO Luke Truitt to unpack the Orca and Loopscale merger and why he…
0xResearchPt. 2 Grading Citrini's Viral Crypto Portfolio
Who really captures the value when real-world assets move onchain? This week, we finish grading Citrini's tokenized-asset basket and argue where the weights…
0xResearchGrading Citrini's Viral Crypto Portfolio
Is Citrini's crypto basket betting on the right themes but the wrong weights? This week, the team grades the top half of Citrini's viral crypto basket, coin by…
0xResearchIs Ethereum Losing Its Last Edge?
Ethereum's last real edge, its liquidity moat, is slowly eroding as new activity moves to Base, Robinhood Chain, and Solana. This week, Carlos and Jake take…
0xResearchAlt Season, Zcash, Collectibles & The Tokenization Trade
Bitcoin no longer has a monopoly on crypto’s bull case. This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain…
0xResearchWhy Reinsurance Could Become DeFi’s Best Collateral | Ryan Connor & Ayyan Rahman
Is reinsurance becoming DeFi’s most useful collateral? This week, we're joined by Ryan Connor of RockawayX and Ayyan Rahman of OnRe as we examine how ONyc…
0xResearchIs Robinhood Building Crypto’s Retail Moat?
Is crypto’s latest cooldown a warning or the setup for its next leg higher? This week, we examine where lasting strength is emerging as speculation fades…
0xResearchRobinhood REV Explosion, Is Pump Losing Its Grip & Zcash Vs Bitcoin
Is crypto’s bull market just getting started or already winding down? This week, we unpack whether the ongoing onchain surge is sustainable and whether…
0xResearchIs Robinhood Chain Reigniting Crypto’s Retail Economy?
Crypto’s retail engine is turning back on, but can this new wave of onchain activity actually sustain itself? This week, the crew breaks down why Robinhood…
0xResearchThe Bulls Are Back: Treasury Intervention, SEC Crypto Rules & Trump Says Hyperliquid
The crypto mood flipped almost overnight. What changed? This week, Marc and Nick join to break down the catalysts behind crypto’s sharp sentiment reversal and…
0xResearchCan MetaDAO Reinvent Crypto Capital Formation?
Crypto’s next breakthrough could come from fundamentally rethinking how companies are built, funded, and governed. This week, we’re joined by Michael Rinko…
0xResearchPump’s Bull Case, Fomo’s Social Moat & Crypto’s Consumer Layer
Is the next onchain bull market already taking shape? This week, we unpack Pump’s resurgence and Fomo’s explosive growth as social trading brings users back…
0xResearchCan Aerodrome Become Ethereum’s Dominant Spot Exchange? | Alexander Cutler
Will Aerodrome become the definitive onchain spot exchange? This week, we're joined by Dromos Labs CEO, Alexander Cutler, to unpack MetaDEX03, Aerodrome’s…
0xResearchHyperliquid's Weekend Edge, TradeXYZ Rumors & Why 97% of Tokens Fail
Crypto's future belongs to the few protocols that create real value, while nearly every other token is destined to fail. This week, the team explores why…
0xResearchTrading CLARITY, Bitcoin Bottom Signal, Are Vaults Securities & The Onchain Revival
Crypto’s regulatory window is closing, but is the market already finding its floor? This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and…
0xResearchCLARITY, Base Vs Robinhood & Bitcoin Bottoming?
Will crypto’s winners be the platforms that own users or the chains beneath them? This week, we dig into Robinhood Chain data and why distribution could…
0xResearchToken Vs Equity, Venice AI, Robinhood Chain & Strategy's Recovery
Can crypto finally solve the disconnect between product success and token value? This week, we explore why Venice AI's equity raise reignited the…
0xResearchThe New Stablecoin Race, Hyperliquid’s Growth & Solana’s Revival
In this episode, we discuss Strategy's updated capital framework, the launch of Open Standard's consortium-backed stablecoin, Robinhood's latest crypto product…
0xResearchThe Onchain Equity Boom
In this episode we discuss Strategy’s financing approach and Bitcoin market dynamics, the rise of tokenized equities on Solana, evolving onchain market…
0xResearchThe New Fed, STRC Stress, and Hyperliquid’s Rise
In this episode, we discuss market reactions to new Federal Reserve Chair Kevin Warsh’s first policy meeting, Strategy’s STRC preferred shares trading below…
0xResearchSpaceX IPO Mania and Ethena’s Strategic Pivot
In this episode we discuss SpaceX’s IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics…
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Blockworks Acquires Messari
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why…
0xResearchA Farewell to Boccaccio
In Boccaccio’s final episode, a rotating group of guests joined throughout the show to share their perspectives and send him off. We covered the recent…
0xResearchCrypto’s Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi
In this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional…
0xResearchCan Solana Catch Hyperliquid in Perps? | Luke & Sam
In this episode, we’re joined by Luke and Sam to discuss the evolution of crypto trading infrastructure, including Solana’s push to improve perpetual futures…
0xResearchMaple’s Bet on Fintech-Powered DeFi | Martin de Rijke
In this episode, we’re joined by Martin de Rijke, Head of Growth at Maple Finance, to discuss Maple’s evolution from a lending protocol into an onchain asset…
0xResearchHyperliquid’s New Power Shift | Shaundadevens & Carlos
In this episode we’re joined by Shaundadevens & Carlos to discuss market volatility, reported scrutiny of Hyperliquid, Coinbase’s partnership and…
0xResearchHow Spark Is Rebuilding DeFi Lending | Sam MacPherson
In this episode, we’re joined by Sam MacPherson, Co-Founder and CEO of Phoenix Labs, to discuss Sky’s evolution from MakerDAO, Spark’s role as a prime agent…
0xResearchJito Goes Upstack With JTX | Livestream
In this episode, we discuss shifting dynamics in crypto infrastructure, including Base moving away from Optimism, the evolving Layer 2 landscape, MegaETH’s…
0xResearchBuilding a Fully Onchain Exchange: Inside World Markets | Aurelius & Hersch
In this episode, we’re joined by Hersch and Aurelius from World Markets to break down their vision for a fully onchain exchange. We cover the Atlas risk…
0xResearchInside Hyperlend: Building a Lending Protocol on Hyperliquid | Ness
In this episode, we’re joined by Ness, CEO and Co-founder of Hyperlend, to discuss building on Hyperliquid, the decision to adopt an Aave-based design, and how…
0xResearchWhy Perps Are Overtaking Options | DAS New York
In this episode, Shaundadevens outlines the thesis that 24/7 equity perpetuals will become a major theme. He explains why perpetuals outperform options for…
0xResearchInstitutional DeFi & Yield in Modern Markets | EthCC Panels
This episode features two live panels recorded at EthCC, exploring the next phase of DeFi’s evolution—from institutional adoption to capital efficiency and…
0xResearchTokenization, AI Agents, and the Future of DeFi | Aryan
In this episode, we are joined by Aryan of CMT Digital to discuss tokenization progress, real-world asset risks, and infrastructure gaps in DeFi. We explore…
0xResearchThe State of Liquid Token Markets | DAS New York
In this episode, our DAS panel discusses the state of liquid token markets, including recent price declines, institutional adoption, and shifting sentiment…
0xResearchArchitecting DeFi’s Yield Curve | DAS New York
In this episode, Luke Leasure breaks down how DeFi’s onchain yield curve is constructed using Ethena and Pendle. He explores implied yields, term structure…
0xResearchInvestor Relations in the Onchain Era
In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto…
0xResearchHyperliquid, Solana, and Crypto's Outlook | Livestream
This week, Boccaccio, Danny, and Ian from Kairos Research discuss macro sentiment amid Middle East tensions, Hyperliquid's strong performance and oil trading…
0xResearchPUMPFUN, ACX & AAVE | Livestream
In today's episode we discuss a major DeFi trading error involving a $50M Aave swap with extreme slippage, debate responsibility between users and front-end…
0xResearchHIP-3, Canton and Blockchain Monetization | Livestream
In this episode, we discuss crypto market sentiment, contrasting trading versus long-term investing approaches and the cyclical nature of crypto assets. We…
0xResearchIntroducing: Inflection Point | The Crypto-TradFi Convergence
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins…
0xResearchAxiom and AI Layoffs | Livestream
In this episode we cover Block’s 40% workforce reduction amid AI-driven efficiency gains and market reactions, OpenAI’s raise at $730 billion and delayed…
0xResearchJito BAM and Solana Market Structure | Lucas Bruder
In today’s episode we are joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency…
0xResearchJito BAM and Solana Market Structure | Lucas Bruder
In today’s episode we are joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency…
0xResearchVVV, CFTC and Morpho | Livestream
In this episode we discuss Blockworks’ new investor relations platform with Solana, Apollo’s planned Morpho token acquisition and fee model questions…
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Aave Governance, Polymarket, and LayerZero’s Zero Chain | Livestream
In this episode, we discuss the implication of Aave’s recent governance proposals, our outlook on Polymarket, and LayerZero’s “zero” chain. Thanks for tuning…
0xResearchMegaETH Live, Saylor Slippage & Tempo | Livestream
In this episode we discuss Michael Saylor’s Bitcoin purchase execution and leverage strategy, and persistent public skepticism toward crypto. We also review…
0xResearchForecasting Crypto Market Regimes
In today’s episode we are joined by Luke from the research team to discuss Blockworks Research’s report on using Pendle’s sUSDe term structure to forecast…
0xResearchCurated Credit: How Maple and Morpho Approach DeFi Lending | Sid Powell & Merlin Egalite
In this episode Boccaccio and Anastasiia are joined by Sid Powell CEO & Co-Founder of Maple and Merlin Egalite Co-Founder of Morpho to discuss the evolution of…
0xResearchBITGO IPO, HIP-3, KNTQ | Livestream
In this episode we discuss trading activity on Hyperliquid’s HIP-3 markets, and the growth of onchain equities. We also analyze BitGo’s IPO, business model…
0xResearchPendle V2 and Looking At Boros | TN
In this episode we are joined by TN to discuss Pendle’s transition from vePENDLE to sPENDLE, changes to emissions and buyback mechanics and evolving LP…
0xResearchMegaETH, Pump, NYSE | Livestream
In this episode we discuss Pump’s acquisition of Padre and trading platform dynamics, NYSE plans for 24/7 tokenized stock trading and MegaETH’s upcoming stress…
0xResearchKaito, Lighter, and Prediction Markets | Livestream
In this episode we went live to review recent crypto developments, including Lighter’s perpetuals performance, Kaito’s pivot toward curated marketing, Pump.fun…
0xResearchHIP-3 Market Design and Felix’s Role | Charlie, Felix Protocol
In this episode we are joined by Charlie from Felix to discuss the evolution of trading platforms. We focus on market structure incentives, liquidity and user…
0xResearchAerodrome’s Big Upgrade | Alexander Cutler
In this episode we are joined by Alexander Cutler from Aerodrome to discuss Aero’s rebrand, the Metadex03 upgrade, Slipstream V3 and Aero’s approach to…
0xResearchHIP-3 and Markets by Kinetiq with Omnia | Livestream
In this episode we are joined by Omnia and we discuss Kinetiq’s liquid staking strategy on Hyperliquid, including kHYPE and kmHYPE products, xLSTs, risk…
0xResearchCrypto Is Not Dead | Livestream
We went live with Figment Capital’s Jim Parillo and Dougie DeLuca, as well as Theia’s Noah Goldberg, to discuss Dougie’s “Crypto Is Dead” piece. We examined…
0xResearchThe Rise of Equity Perps | Livestream
We went live to discuss the emergence of equity perps in crypto, focusing on their structure, advantages over traditional options, and implications for…
0xResearchHyperliquid vs Lighter, Launchpads, and Prediction Market Evolution | Livestream
We went live to discuss current crypto market conditions, competition between Hyperliquid and Lighter, Uniswap’s new Continuous Clearing Auctions, and evolving…