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
0xResearchIs Euphoria Seeping Into the Market? | Analyst Round Table
In this episode, we cover emerging market euphoria, Bitcoin inflows, Circle’s IPO ambitions, and Plasma’s token sale. Carlos and Ryan also give us their…
0xResearchHas AI Revived the DePIN Sector? | Dmitriy Berenzon
In this episode, we’re joined by Dmitriy Berenzon, a Partner at Archetype, to discuss investing in DePIN, the payments and stablecoins sector today, and…
0xResearchThe Rise of Internet Capital Markets | Analyst Round Table
In this episode, we discuss Bitcoin’s return to all-time highs, and increasing institutional interest in crypto. We also dive into the rise of the Believe app…
0xResearchThe Bandwidth Bottleneck Holding Blockchains Back | Mateo Ward & Austin Federa
In this episode, we’re joined by Austin Federa and Mateo Ward to dive into DoubleZero! They explain why bandwidth—not compute—is the real blockchain…
0xResearchTradFi Capital Is Powering Defi’s Evolution | Round Table
In this episode, we’re joined by Ian and Teddy from Kairos Research to discuss the market rebound, validator economics, and Solana’s maturing infrastructure…
0xResearchApps Are Taking Over Crypto | 6th Man Ventures
In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of…
0xResearchThe State Of Solana DeFi | Round Table
Gm, this week we discuss the state of Solana DeFi. We deep dive into why is everyone so bearish, Ethereum's big pivot, Solana perps market share, app revenue…
0xResearchThe Ongoing Battle For Memecoin Market Share | Danny & Westie Power Hour
In this episode, Danny and Westie discuss their current market outlook, Bitcoin’s relative strength, and stagnation in crypto. They also unpack Ethereum’s…
0xResearchThe Bull Case For Ethena’s Ecosystem and the Helium Network | Round Table
In this episode, we discuss our current crypto market outlooks, Helium’s efforts to decentralize telecom infrastructure, and Ethena’s evolution into an…
0xResearchBitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau
In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative…
0xResearchCan Zora’s Model Work? | Round Table
In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the…
0xResearchHow Ethena is Redefining Digital Finance | Guy Young
In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the…
0xResearchCrypto Meets TradFi: The New Convergence | Round Table
In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and…
0xResearchBuilding the Future of Global Payments | Paul & Zaheer
In this episode, we’re joined by Paul Faecks, the Founder of Plasma, and Zaheer of Split Capital, to discuss Plasma, a blockchain focused solely on providing…
0xResearchRaydium vs PumpFun: Who Owns the Users? | Round Table
In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue…
0xResearchHating on Crypto (With Love) | Felix Jauvin & James Christoph
In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current…
0xResearchThe Stablecoin Boom: Why Institutions Are Betting on Stablecoin Growth | Round Table
In this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the…
0xResearchLive From DAS: Do VCs Still Matter? | Haseeb Qureshi & Mike Dudas
In this episode, Haseeb Qureshi, and Mike Dudas debate whether VCs still matter in crypto. They unpack the rise of meme coins, crowd sale platforms, and the…
0xResearchLive From DAS: Tokenizing the World - Institutions Enter the Arena | Carlos & Marc
Live from DAS 2025, Carlos and Marc from Blockworks Research join us to dive deep into the evolving world of tokenization and real-world assets. We explore…
0xResearchLive From DAS: Is PumpFun’s Peak Behind Us? | Round Table
In this episode, we discuss the evolving landscape of institutional crypto adoption. We explore differences in investment focus between traditional…
0xResearchLive From DAS: The Return of Bitcoin-Backed Lending | John Glover
This episode of 0xResearch explores Bitcoin-backed lending with John Glover, CIO of Ledn. He discusses why Bitcoin is an ideal collateral, how risk management…
0xResearchLive From DAS: Building Empirical Valuation Frameworks For Digital Assets | Jon & Matthew
In this episode, we dive into the challenges of valuing digital assets with Ryan Connor, Jon Charbonneau from DBA, and Matthew Sigel from VanEck. The…
0xResearchLive From DAS: JitoSOL, Staked ETFs, and the Future of Solana Governance | Lucas Bruder
In this episode, Jito Labs CEO Lucas Bruder joined us at DAS to discuss crypto’s growing dialogue with regulators, and the potential for staked ETFs. We also…
0xResearchData Deep Dive: Are Memecoins Dead? | Analyst Round Table
In this episode, Danny and Westie discuss their current outlook for the crypto market, Solana's controversial ad, and whether or not memes are truly dead. They…
0xResearchHow Arbitrum is Pushing the Limits | Steven Goldfeder
In this episode of 0xResearch, Steven Goldfeder, co-founder and CEO of Offchain Labs, joins to discuss Arbitrum's latest developments. To kick things off…
0xResearchWhat Does SIMD-228 Mean For Solana? | Analyst Round Table
In this episode, our Blockworks Research analysts dives into key market updates, including the U.S. Strategic Bitcoin Reserve announcement, and Bitcoin’s…
0xResearchCan Frontends Act as a Moat? | Josh Litchman & Tolks
In this episode, we’re joined by the one and only Josh Litchman to discuss the power of front-end moats, building effective feedback loops, and the evolving…
0xResearchSolana’s DEX War, Base’s Flashblocks, and RWAs | Analyst Round Table
In this episode, our Blockworks Research analysts dive into key market developments, including Trump’s recent comments on a potential U.S. crypto reserve and…
0xResearchThe Evolution of Alt Seasons | Tolks & zkMike
In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also…
0xResearchKaito’s Airdrop: Genius or Giveaway Gone Wrong? | Analyst Round Table
In this episode, our Blockworks Research analysts discuss the recent ByBit hack, Kaito’s airdrop, and the sustainability of airdrops. They also dive into the…
0xResearchSolana’s Vibe Shift, Restaking, and Yapping About Kaito | Ian Unsworth
In this episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research to discuss restaking, compressed yields, and SIMD-228. We also dive into Solana’s…
0xResearchBitcoin’s Institutional Bid, Solana’s Memecoin Fallout, and HyperEVM | Analyst Round Table
In this episode, our Blockworks Research analysts discuss Bitcoin’s new institutional buyers, current market sentiment, and Solana REV. They also dive into the…
0xResearchEthereum’s Future, Berachain’s Q5 Launch, and App Revenue | Analyst Round Table
In this episode, our Blockworks Research analysts discuss the current state of the market, Super Cycle cope, and Ethereum’s future. They also dive into the…
0xResearchThe Binance Listing Premium, Jito’s TipRouter, and VectorFun | Analyst Round Table
In this episode, our Blockworks Research analysts discuss Solana Post-TRUMP launch, Jito’s TipRouter, and the Binance Listing Premium. They also unpack the…
0xResearchBringing IP Onchain With Story Protocol | Andrea & Jason
In this episode, Jason and Andrea from Story Protocol joined us to discuss onchain IP, validating IP, and the primary use cases for Story Protocol. We also…
0xResearchJupiter’s Dominance, SAB 121 Repealed, and XMoney | Analyst Round Table
In this episode, our Blockworks Research analysts discuss DeepSeek’s impact on the market, Trump’s executive orders and the repeal of SAB 121, and the recent…
0xResearchAbstract’s Creator Flywheel | Luca Netz
In this episode, Luca Netz joins us to discuss the upcoming launch of Abstract Chain, their consumer-centric focus, and Abstract’s focus on UX. We also discuss…
0xResearchUnion: Interoperability Accelerated | Karel
In this episode, we sat down with the CEO of Union, Karel, to discuss Union’s architecture, including CometBLS, and Galois. We also covered what makes Union…
0xResearchTrump’s Meme, Solana’s Activity Boom, and Base’s Next Step | Analyst Round Table
In this episode, our Blockworks Research analysts discuss the launch of Trump’s memecoin, Solana’s boom in activity, and the SIMD 228 proposal. They also dive…
0xResearchMaking Ethereum Great Again | Lei & Namik
In this episode, we’re joined by Lei and Namik from MegaETH! We discuss what it means to be a “real-time blockchain”, MegaETH’s architecture, and the current…
0xResearchThe State of Ethereum Today | Analyst Round Table
In this episode, our Blockworks Research analysts discuss the current state of Ethereum! They cover Ethereum’s REV, the OP Collective’s business model, and the…
0xResearchIs Hyperliquid an L3? | Tolks, Max Fiege, and 0xOmnia
In this episode, we’re joined by Max from HyperActive, Omnia from Kinetiq, and Tolks to discuss all things Hyperliquid! We covered the early days of…
0xResearchBitcoin and Ethereum’s Market Dominance | Analyst Round Table
In this episode, we discuss recent market activity, Virtuals revenue, and the stickiness of PumpFun. Finally, we reset, and looked into activity on Bitcoin and…
0xResearchLooking Back on 2024
In this episode, we’re looking back on 2024! We cover our biggest mistakes, what we would have done differently, airdrop feedback loops, chasing beta, and…
0xResearchNetwork REV, the Sui MEV Scene, and AIs Evolution | Analyst Round Table
In this episode, our Blockworks Research analysts discuss current market sentiment, network REV, and the Sui MEV scene. Finally, they close out the episode…
0xResearchKey Predictions For 2025 | Analyst Round Table
In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the…
0xResearchPudgy Penguins, Scaling Solana, and the Hot Ball of Money | Analyst Round Table
In this episode, we discuss the launch of PENGU, Solana’s ability to continue accelerating, and the problems faced by PerpDEXs. We also unpack what is…
0xResearchHyperliquid’s Valuation, Crypto Markets Pullback, and the EVM Renaissance | Round Table
In this episode, our Blockworks Research analysts discuss the recent market pullback, and ETH’s performance so far this cycle. They also dove into…
0xResearchAftermath Finance: Building a CEX Onchain, Sui MEV, and Eggs | Kevin
In this episode, we’re joined by Kevin, the Co-founder and CTO of Aftermath Finance! We discussed their decision to build on Sui, capturing memecoin activity…
0xResearchThe Golden Age of Crypto | Kez & Tolks
In this episode, Boccaccio is joined by Kez and Tolks to discuss the recent shift in the Solana trenches, the launch of Hyperliquid’s HYPE token, and the…
0xResearchNavigating the Markets with Matt and Roland
In this episode, we’re joined by Matt from Intuition, and Roland from Mechanism Capital! We discussed how things have changed from previous cycles, bankers…
0xResearchSolana REV, Pumpfun’s Decision, and Base’s Lead Among L2s | Analyst Round Table
In this episode, three Dans discuss crypto market cycles, Solana REV, and gambling as a use case. They also unpack the recent drama surrounding Pumpfun’s live…
0xResearchTalking Avalanche with Luigi
In this episode, we’re joined by Luigi D’Onorio Demeo, the COO of Ava Labs! We discussed how Avalanche compares to other hub style blockchains, the impacts of…
0xResearchRetail Activity, Oasis and AI Gaming, the AI Creator Takeover | Analyst Round Table
In this episode, we discuss the increased TradFi and retail presence in crypto, trading rules to live by, and the AI meme craze. Additionally, we unpack the AI…
0xResearchHyperliquid, Crypto AI, Cycle Dynamics, and Optimal Exits | 0xSmac, Tervo & Tolks
In this episode, we’re joined by Tolks, Tervo, and Smac! We discussed maintaining prediction market momentum, Hyperliquid’s upcoming airdrop, and beta trades…
0xResearchBetter Regulation, Markets Up, and Web3 Gaming | Analyst Round Table
In this episode, our Blockworks Research analysts discuss the post election crypto boom, the impact improved regulatory frameworks will have on crypto, and…
0xResearchBuilding Models For Coins, Fixing Arbitrum, and Intents | Brick & Tumilett
In this episode, we’re joined by Brick from Entropy Advisors, and Tumilett from the Spartan Group! We discussed the importance of fundamentals in crypto…
0xResearchBetting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable
In this episode, we’re joined by the host of Forward Guidance, Felix Jauvin! We discussed recently released election polls and data, and how the markets might…
0xResearchDoes Gwart Hate Ethereum?
In this episode, Gwart joined us to discuss the crypto and AI crossover, his thoughts on the current direction of Ethereum, and ETH’s monetary premium. We also…
0xResearchAi16z Agents, Raydium Is A Cash Machine, We Love and Hate Solana| Analyst Round Table
In this episode, our Blockworks Research analysts discuss ai16z Agents, whether or not AI agents will need crypto rails, and the impact data oriented crypto…