0xResearch
by Blockworks
Latest episode
Pearl Debate: A Better Bitcoin or Just a Good Story?
Pearl Debate: A Better Bitcoin or Just a Good Story?
About this podcast
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.
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Episodes
The newest 50 of 337 episodes
- Pearl Debate: A Better Bitcoin or Just a Good Story? · 1 h 3 minCan 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 potential against…
- Why Formation Is Betting On Onchain Credit | Luke Truitt · 60 minWhy 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 now calls Orca a…
- Pt. 2 Grading Citrini's Viral Crypto Portfolio · 59 minWho 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 are wrong. We…
- Grading Citrini's Viral Crypto Portfolio · 1 h 2 minIs 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 coin. We also…
- Is Ethereum Losing Its Last Edge? · 1 h 3 minEthereum'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 opposite sides on…
- Alt Season, Zcash, Collectibles & The Tokenization Trade · 1 h 0 minBitcoin 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 value beyond…
- Why Reinsurance Could Become DeFi’s Best Collateral | Ryan Connor & Ayyan Rahman · 58 minIs 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 turns institution-only…
- Is Robinhood Building Crypto’s Retail Moat? · 59 minIs 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 across onchain markets…
- Robinhood REV Explosion, Is Pump Losing Its Grip & Zcash Vs Bitcoin · 60 minIs crypto’s bull market just getting started or already winding down? This week, we unpack whether the ongoing onchain surge is sustainable and whether Robinhood Chain…
- Is Robinhood Chain Reigniting Crypto’s Retail Economy? · 1 h 6 minCrypto’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 Chain, the…
- The Bulls Are Back: Treasury Intervention, SEC Crypto Rules & Trump Says Hyperliquid · 58 minThe 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 whether they can…
- Can MetaDAO Reinvent Crypto Capital Formation? · 59 minCrypto’s next breakthrough could come from fundamentally rethinking how companies are built, funded, and governed. This week, we’re joined by Michael Rinko from Colosseum to…
- Pump’s Bull Case, Fomo’s Social Moat & Crypto’s Consumer Layer · 52 minIs 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 onchain. We debate…
- Can Aerodrome Become Ethereum’s Dominant Spot Exchange? | Alexander Cutler · 1 h 6 minWill Aerodrome become the definitive onchain spot exchange? This week, we're joined by Dromos Labs CEO, Alexander Cutler, to unpack MetaDEX03, Aerodrome’s multi-chain expansion…
- Hyperliquid's Weekend Edge, TradeXYZ Rumors & Why 97% of Tokens Fail · 59 minCrypto'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 Hyperliquid keeps…
- Trading CLARITY, Bitcoin Bottom Signal, Are Vaults Securities & The Onchain Revival · 57 minCrypto’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 surprise upside…
- CLARITY, Base Vs Robinhood & Bitcoin Bottoming? · 56 minWill 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 reshape where crypto’s…
- Token Vs Equity, Venice AI, Robinhood Chain & Strategy's Recovery · 1 h 0 minCan crypto finally solve the disconnect between product success and token value?This week, we explore why Venice AI's equity raise reignited the token-versus-equity debate, what…
- The New Stablecoin Race, Hyperliquid’s Growth & Solana’s Revival · 53 minIn this episode, we discuss Strategy's updated capital framework, the launch of Open Standard's consortium-backed stablecoin, Robinhood's latest crypto product announcements…
- The Onchain Equity Boom · 1 h 2 minIn this episode we discuss Strategy’s financing approach and Bitcoin market dynamics, the rise of tokenized equities on Solana, evolving onchain market structure and trading…
- The New Fed, STRC Stress, and Hyperliquid’s Rise · 55 minIn this episode, we discuss market reactions to new Federal Reserve Chair Kevin Warsh’s first policy meeting, Strategy’s STRC preferred shares trading below par and the company’s…
- SpaceX IPO Mania and Ethena’s Strategic Pivot · 53 minIn this episode we discuss SpaceX’s IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics, and mining trends. We…
- Blockworks Acquires Messari · 29 minIn this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of…
- A Farewell to Boccaccio · 1 h 6 minIn 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 cryptocurrency market…
- Crypto’s Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi · 50 minIn this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho’s…
- Can Solana Catch Hyperliquid in Perps? | Luke & Sam · 56 minIn 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 execution and…
- Maple’s Bet on Fintech-Powered DeFi | Martin de Rijke · 47 minIn 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 manager focused on…
- Hyperliquid’s New Power Shift | Shaundadevens & Carlos · 1 h 4 minIn this episode we’re joined by Shaundadevens & Carlos to discuss market volatility, reported scrutiny of Hyperliquid, Coinbase’s partnership and revenue-sharing structure with…
- How Spark Is Rebuilding DeFi Lending | Sam MacPherson · 48 minIn 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 SubDAO, and its…
- Jito Goes Upstack With JTX | Livestream · 50 minIn this episode, we discuss shifting dynamics in crypto infrastructure, including Base moving away from Optimism, the evolving Layer 2 landscape, MegaETH’s business model, and…
- Building a Fully Onchain Exchange: Inside World Markets | Aurelius & Hersch · 49 minIn 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 engine, unified perp…
- Inside Hyperlend: Building a Lending Protocol on Hyperliquid | Ness · 28 minIn 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 the protocol…
- Why Perps Are Overtaking Options | DAS New York · 13 minIn this episode, Shaundadevens outlines the thesis that 24/7 equity perpetuals will become a major theme. He explains why perpetuals outperform options for price exposure…
- Institutional DeFi & Yield in Modern Markets | EthCC Panels · 1 h 39 minThis episode features two live panels recorded at EthCC, exploring the next phase of DeFi’s evolution—from institutional adoption to capital efficiency and yield generation…
- Tokenization, AI Agents, and the Future of DeFi | Aryan · 54 minIn 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 blockchain…
- The State of Liquid Token Markets | DAS New York · 43 minIn this episode, our DAS panel discusses the state of liquid token markets, including recent price declines, institutional adoption, and shifting sentiment. The conversation…
- Architecting DeFi’s Yield Curve | DAS New York · 13 minIn this episode, Luke Leasure breaks down how DeFi’s onchain yield curve is constructed using Ethena and Pendle. He explores implied yields, term structure, and how curve signals…
- Investor Relations in the Onchain Era · 22 minIn this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets…
- Hyperliquid, Solana, and Crypto's Outlook | Livestream · 48 minThis week, Boccaccio, Danny, and Ian from Kairos Research discuss macro sentiment amid Middle East tensions, Hyperliquid's strong performance and oil trading volumes, the SEC and…
- PUMPFUN, ACX & AAVE | Livestream · 45 minIn 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 design, analyze…
- HIP-3, Canton and Blockchain Monetization | Livestream · 1 h 2 minIn this episode, we discuss crypto market sentiment, contrasting trading versus long-term investing approaches and the cyclical nature of crypto assets. We also discuss…
- Introducing: Inflection Point | The Crypto-TradFi Convergence · 1 h 3 minIn this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the…
- Axiom and AI Layoffs | Livestream · 54 minIn 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 public market access to…
- Jito BAM and Solana Market Structure | Lucas Bruder · 50 minIn 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, verifiability, and…
- Jito BAM and Solana Market Structure | Lucas Bruder · 50 minIn 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, verifiability, and…
- VVV, CFTC and Morpho | Livestream · 1 h 12 minIn this episode we discuss Blockworks’ new investor relations platform with Solana, Apollo’s planned Morpho token acquisition and fee model questions, Dragonfly’s $650 million…
- Aave Governance, Polymarket, and LayerZero’s Zero Chain | Livestream · 54 minIn this episode, we discuss the implication of Aave’s recent governance proposals, our outlook on Polymarket, and LayerZero’s “zero” chain. Thanks for tuning in! As always…
- MegaETH Live, Saylor Slippage & Tempo | Livestream · 57 minIn this episode we discuss Michael Saylor’s Bitcoin purchase execution and leverage strategy, and persistent public skepticism toward crypto. We also review MegaETH’s launch and…
- Forecasting Crypto Market Regimes · 59 minIn 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 crypto market regimes…
- Curated Credit: How Maple and Morpho Approach DeFi Lending | Sid Powell & Merlin Egalite · 1 h 3 minIn 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 DeFi credit toward…
