Shows
Bell Curve0xResearch Cross-Post: How Ethena is Redefining Digital Finance | Guy YoungIn 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 launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--Re...2025-04-2248 min
Expansion0xResearch Cross-Post: Crypto Meets TradFi: The New Convergence | Round TableIn this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two years.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
Resources
Berachain Dashboard: http...2025-04-181h 13
0xResearchThe Stablecoin Boom: Why Institutions Are Betting on Stablecoin Growth | Round TableIn this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the growing stablecoin landscape. They also explore regulation such as the GENIUS Act, and how retail can position amid shifting market dynamics. Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--Ledger, the global leader in digital asset security, proudly sp...2025-04-0355 min
0xResearchLive From DAS: Is PumpFun’s Peak Behind Us? | Round TableIn this episode, we discuss the evolving landscape of institutional crypto adoption. We explore differences in investment focus between traditional institutions and crypto natives, the sustainability of memecoin activity, and the competitive positioning of DeFi protocols like Aave. The conversation also touches on emerging blockchain ecosystems and the broader implications of regulatory shifts on market structure.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--2025-03-2739 min
0xResearchCan Frontends Act as a Moat? | Josh Litchman & TolksIn 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 landscape of crypto gaming. The conversation dives into how opinionated front ends shape user behavior, why order flow is the ultimate asset, and how games like Pixels leverage behavioral economics. We also explore the shift from traditional front ends to trading bots, the challenges of designing sustainable in-game economies, and the growing role of liquid funds in crypto markets.Thanks for tuning in!...2025-03-101h 05
0xResearchThe Evolution of Alt Seasons | Tolks & zkMikeIn 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 covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--ResourcesUdi’s Take on the...2025-03-0458 min
0xResearchKaito’s Airdrop: Genius or Giveaway Gone Wrong? | Analyst Round TableIn this episode, our Blockworks Research analysts discuss the recent ByBit hack, Kaito’s airdrop, and the sustainability of airdrops. They also dive into the various token deployment methods, and DeFi UX today. Finally, they shout out the mad man trying to CTO Aptos.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--Doing your crypto taxes doesn’t have to suck. Say good...2025-02-271h 05
0xResearchSolana’s Vibe Shift, Restaking, and Yapping About Kaito | Ian UnsworthIn 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 vibe shift, Solana REV post TRUMP and LIBRA, and Unichain’s slow start. Finally, we end the episode with some yapping about Kaito, new high performance networks, and what does a restaking guy look like?Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financ...2025-02-241h 19
0xResearchBitcoin’s Institutional Bid, Solana’s Memecoin Fallout, and HyperEVM | Analyst Round TableIn this episode, our Blockworks Research analysts discuss Bitcoin’s new institutional buyers, current market sentiment, and Solana REV. They also dive into the current state of memecoins, and what the next phase, if any, looks like. Finally, they cover institutional development taking place in crypto, and the breaking news of HyperEVMs launch, as well as Monad’s testnet. Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.2025-02-201h 03
0xResearchEthereum’s Future, Berachain’s Q5 Launch, and App Revenue | Analyst Round TableIn 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 idea of native rollups, and what it means to be aligned with Ethereum. Finally, they unpack Berachain’s launch; what went right, what went wrong, and what might happen going forward. Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--2025-02-131h 01
0xResearchThe Binance Listing Premium, Jito’s TipRouter, and VectorFun | Analyst Round TableIn this episode, our Blockworks Research analysts discuss Solana Post-TRUMP launch, Jito’s TipRouter, and the Binance Listing Premium. They also unpack the relationship between VectorFun and Tensor. Finally, they end the episode with coverage of social trading apps, and Berachain's imminent launch.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--ResourcesJito TipRouter: Real Yield for JT...2025-02-0652 min
0xResearchBringing IP Onchain With Story Protocol | Andrea & JasonIn 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 dove into Story’s Agent TCP/IP and all that it entails. Finally, we ended the episode with discussion on exporting IP to other chains, centralized competitors, and where onchain IP is headed.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial ad...2025-02-041h 01
0xResearchJupiter’s Dominance, SAB 121 Repealed, and XMoney | Analyst Round TableIn 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 XMoney announcement. They also unpack TRUMP’s impact on Solana. Finally, they close the episode with a deep dive into Jupiter’s recent flurry of announcements, and their continued dominance in the Solana Ecosystem.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.2025-01-301h 06
0xResearchTrump’s Meme, Solana’s Activity Boom, and Base’s Next Step | Analyst Round TableIn 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 into the Base ecosystem, ETH blobs, and the Coinbase x Morpho partnership.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--ResourcesSIMD 228: Reducing SOL’s Inflation: https://app.blockworksresearch.com/flashnotes/simd-2...2025-01-231h 22
0xResearchKey Predictions For 2025 | Analyst Round TableIn this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s. Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--ResourcesBlockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-thesesPutting a...2024-12-2654 min
0xResearchMemecoins, the EigenLayer Debacle, and Bootstrapping Sui | Analyst Round TableIn this episode, our Blockworks Research analysts discuss trading paradigms, the growth of the memecoin sector, and bootstrapping the Sui and Aptos ecosystems Additionally, they dive into the launch of EIGEN and the pain points EigenLayer has run into. Finally, they close out the episode by asking themselves - how long do narrative trades last?Thanks for tuning in!As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--2024-10-091h 02
0xResearchAre Animal Spirits Returning Onchain? | Analyst Round TableIn this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance.Thanks for tuning in!As always, remember this podcast is for informational purpos...2024-10-0254 min
0xResearchThe Modular Thesis Is Dead | Analyst Round TableIn 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, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice....2024-08-211h 05
0xResearchExploring DeFi: Restaking, Stablecoins, and Governance Attacks | Analyst Round TableIn 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 always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--Join...2024-07-3155 min
0xResearchHow Parcl is Bringing the Real Estate Markets Onchain | Trevor & JasonIn 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 the future has in store for Parcl.Thanks for tuning in!As always, remember this podcast is for informational purposes only, and an...2024-07-2552 min
0xResearchCrypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round TableIn 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 informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.--...2024-07-031h 02
0xResearchMEV Wars: The Rise of Vertically Integrated Relays | Analyst Round TableIn this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token airdrops from Wormhole and Ethena, and whether they could provide a major stimulus to ecosystems. Finally, the team scrutinizes the recent Munchables exploit on Blast, the incentive flaws in BitTensor's decentralized AI model, and the AI potential of projects like HiveMapper that utilize reinforcement learning.2024-04-0458 min
Forward GuidanceJoseph Wang, Michael Howell, Julian Brigden, and Jonny Matthews on 2024 Macro Outlook | Blockworks’ Digital Asset Summit (Recorded March 19, 2024)Finally, you can easily access Bitcoin in a low-cost ETF with the VanEck Bitcoin Trust (HODL). Visit https://vaneck.com/HODLFG to learn more.VanEck Bitcoin Trust (HODL) Prospectus: https://vaneck.com/hodlprospectus/__This is a recorded version of Jack’s macro panel at the 2024 Digital Asset Summit hosted by Blockworks, recorded in London on March 19, 2024. Macro analysts (and previous Forward Guidance guests) Joseph Wang of FedGuy.com, Michael Howell of CrossBorder Capital, Julian Brigden of Macro Intelligence 2 Partners, and Jonny Matthews of SuperMacro (ex-Brevan Howard) share their outlook on the global economy, st...2024-03-2840 min
0xResearchInside PancakeSwap's Multi-chain Expansion Strategy | Mochi, Head Chef at PancakeSwapIn today's interview we are joined by Head Chef of Pancakeswap, Mochi to dive deep into the upcoming PancakeSwap V4 upgrade. They discuss V4's modular three-layer architecture, which includes the accounting layer, AMM layer, and custom layer, enabling developers to create highly customizable liquidity pools and execute complex trading strategies through hooks. Chef Mochi shares insights on PancakeSwap's multi-chain expansion strategy, deflationary tokenomics designed to solve LP profitability issues, and the protocol's vision to evolve from a DEX into a comprehensive DeFi platform. Stick around for all of this and much more!- -...2024-03-1558 min
0xResearchInside MakerDAO's DSR Hike: Balancing Demand and Revenue in a Bull Market | Analyst Round TableIn this week's analyst round table the crew dives into the latest market happenings, discussing Eclipse's $50 million raise, MakerDAO's adjustment of the DSR to 15%, Michael Saylor's massive 12,000 BTC purchase, and the odds of an ETH ETF approval. The group then explores the implications of Jito Labs suspending their alternate mempool offering and the dynamics of MEV on Solana. Finally, they discuss the controversy surrounding Unibot's Solana deployment and the future of Telegram trading bots this cycle. Stay tuned for all of this and much more!As always remember this podcast is for informational purposes...2024-03-131h 04
Bell CurveDebating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and HasuIn today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token farming incentives. The guests also debate the challenges MakerDAO faces in igniting organic demand for DAI and finding product-market fit between more centralized stablecoins like USDC. Stick around for all of...2024-03-121h 05
0xResearchDebating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and HasuIn today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker token through a flywheel effect involving token farming incentives. The guests also debate the challenges MakerDAO faces in igniting organic demand for DAI and finding product-market fit between more centralized stablecoins like USDC. Stick around for all of...2024-03-081h 05
0xResearchThe Future of dYdX & Decentralized Trading | Antonio Juliano, FounderIn today's interview Sam and Ren are joined by Antonio Juliano, the founder of dYdX. They kick-off by discussing the migration from V3 to V4, the platform's focus on permissionless market listings, and the importance of isolated margin. He shares insights on the competitive landscape of decentralized derivatives exchanges, the challenges and solutions related to MEV, and the role of USDC issued by Noble in dYdX's growth. Antonio also touches on the platform's validator set distribution, the potential of yield-bearing collateral, and the dominance of perpetual contracts in the crypto derivatives market.- -Follow...2024-03-0747 min
0xResearchCoinbase's L2 Edge: Can Robinhood & Arbitrium Catch Up? | Analyst Round TableIn this week's analyst round table the crew discusses the latest news and trends in the crypto space. They kick things off by analyzing Eigen Layer's impressive growth to $10 billion in TVL and debating how high that number could go. The conversation then turns to hot topics like Arbitrum's proposed $400 million gaming fund, Coinbase's dominance and future prospects, Magic Eden's resurgence in the NFT market thanks to Bitcoin Ordinals, and the novel AI agent staking model introduced by Autonolas. Stick around for all this and more!As always remember this podcast is for informational...2024-03-061h 12
0xResearchAvail: Unifying and Scaling Modular Execution Layers | Prabal Banerjee, Avail CEOIn this week's interview Sam and Ren are joined by Prabal Banerjee, CEO and Co-founder of Avail, to discuss Avail's robust base layer designed to meet the needs of next generation, trust minimized applications and sovereign rollups. They kick off by unpacking what Avail is and how it enables validity proofs and erasure coding instead of fraud proofs, aiming to provide stronger guarantees especially for ZK rollups. Prabal also contrasts this with other DA solutions and committee-based approaches. Stay tuned for all of this and much more!- -Follow Prabal: https://twitter.com/prabalbanerjee2024-02-291h 03
0xResearchWhy AI, Ordinals, and Blast are Heating Up | Analyst Round TableIn today's analyst round table the analyst cry unpacks the latest crypto market news including Eigenlayer's massive $100m raise, growing ordinal NFT volumes, and Uniswap's protocol fee switch proposal. They then covered the surging hype and volumes around ordinal NFTs on Bitcoin, the Uniswap fee switch proposal, and the success of Blast's growth tactics including token locking programs and gaming dynamics to drive adoption. To close out the team debates on whether excitement around AI and crypto projects like Worldcoin is warranted. Thanks for tuning in! As always remember this podcast is for informational...2024-02-281h 08
0xResearchEverything You Need To Know About Sui | Evan and Adeniyi, Co-founders at Mysten LabsIn this week's interview Sam and Ren are joined by Mysten Labs co-founders Evan Cheng and Adeniyi Abiodun to dive into what makes Sui the Asset-centric blockchain. Sui delivers the benefits of Web3 with the ease of Web2, offering an asset-centric approach, offline transactions, and unparalleled performance. They dig into Sui's integration of Move programming, Sui's architectural differences from existing blockchains, and the potential applications of a truly scalable, user-friendly blockchain.- -Follow Evan: https://twitter.com/EvanWeb3Follow Adeniyi: https://twitter.com/EmanAbioFollow Sam: https...2024-02-2257 min
0xResearchCoinbase Crushes Earnings and Our Thoughts on Ethena's High Yield Synthetic Dollar | Analyst Round TableIn today's analyst roundtable Sam, Ren, Matt, and Brick dive into the latest market happenings including Uniswap's incentives for deploying on new chains, Vertex's new product launch to share liquidity, and GMX's point multiplier alterations. The team then unpacks Coinbase's impressive Q4 earnings and Starkware's controversial token unlock schedule. To close out the analysts asses the viability of low token floats and high fully diluted valuations and examine Ethena's 20%+ yielding synthetic stablecoin based on a delta-neutral strategy. Stay tuned for all this and more!As always remember this podcast is for informational purposes only...2024-02-211h 09
Bell CurveWhy One Chain Can't Rule Them All: Polygon's Aggregation Layer Deep Dive Brendan FarmerIn this week's interview Sam and Ren from 0xResearch are joined by Brendan Farmer, the Co-Founder of Polygon. Brendan unpacks why no single blockchain can scale like the internet due to heterogeneous requirements across chains. He then introduces Polygon's solution - an Aggregation Layer that enables low-latency, trustless interoperability between ZK rollups to scale access to shared liquidity and state. They dig into interoperability and liveness, updates on ZK proof innovation, how the Polygon CDK and Aggregation Layer preserve sovereignty for connected chains, and the outlook for developer adoption to grow the Polygon ecosystem. To close out they also...2024-02-2052 min
0xResearchWhy One Chain Can't Rule Them All: Polygon's Aggregation Layer for Scalable Blockchains | Brendan FarmerIn this week's interview Sam and Ren are joined by Brendan Farmer, the Co-Founder of Polygon. Brendan unpacks why no single blockchain can scale like the internet due to heterogeneous requirements across chains. He then introduces Polygon's solution - an Aggregation Layer that enables low-latency, trustless interoperability between ZK rollups to scale access to shared liquidity and state. They dig into interoperability and liveness, updates on ZK proof innovation, how the Polygon CDK and Aggregation Layer preserve sovereignty for connected chains, and the outlook for developer adoption to grow the Polygon ecosystem. To close out they also discuss novel...2024-02-1552 min
0xResearchWhy the Next Ethereum Upgrade Will Ignite Layer 2 Ecosystems | Analyst Round TableIn today's analyst roundtable Sam, Ren, Matt, and Pibblez dive into a range of topics including Arbitrum's incentives program, issues with Solana's fee markets, Bitcoin L2 solutions, potential for Ethereum ETFs that enable staking, and the the upcoming Shanghai upgrade bringing several EIPs. The conversation opens by analyzing Arbitrum's incentives program, finding the TVL growth did not justify the high customer acquisition costs. They then dive into Solana's fee market issues, including inefficient compute usage and easy account spamming. Shifting focus to Bitcoin, the merits of different layer 2 construction approaches are weighed. Potential Ethereum ETFs come up next, with...2024-02-1451 min
0xResearchWill Farcaster Retain Crypto Natives and Reach Mainstream Adoption? | Analyst Round TableIn today's analyst roundtable Sam, Ren, Westie, and Brick dive into the biggest news this week including the rise of farcaster, Jupiter's historic airdrop and much more. They unpack Solana mobile's 60k unit sales milestone and whether growing LST protocols are sustainable. Other topics covered include Apecoin DAO's vote on which L2 to launch on, Clusters' partnership with GoDaddy, and an in-depth discussion on Spark Protocol's growth in the MakerDAO ecosystem. Stick around for all of this and much more!As always remember this podcast is for informational purposes only, and any views expressed...2024-02-071h 00
0xResearchAnalyzing Rollups-as-a-Service Business Models, Economics, and Adoption | Analyst Round TableIn today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business models. They also touch on competition from other data availability solutions like EigenDA, the strong growth of Sui, and discusses scalability considerations around block building for validators. Dive into all of this and much more!As always...2024-01-311h 23
0xResearchHow Aevo is Crafting a Full-Stack EVM L2 Derivatives Exchange | Julian KohIn today's interview we are joined by Julian, the co-founder of Aevo, formally known as Ribbon Finance. Today's conversation details the evolution of Ribbon into AEVO, an L2 derivatives exchange built using Optimism's OP stack for faster and cheaper trading. We learn about AEVO’s origins providing structured products to DeFi users and the decision to pivot to an L2 system to capture rising institutional interest in crypto options. They also touch on pre-launch futures markets as an effective user acquisition strategy. They close out on AEVO's plan to expand into an interoperable cross-chain ecosystem. Stay tuned for all of...2024-01-291h 03
0xResearchDissecting Noble's Revenue Share Prop, L2 Price Wars, and Fee Switch Economics | Analyst Round TableIn this week's analyst table we are joined by Ren and Brick of the Blockworks research team to dive into the latest crypto news and governance updates. We analyze Noble's proposal to onboard as a Cosmos Hub consumer chain and share revenue back to the Hub. Spurred by Arbitrum's launch of Orbit, we also debate the long-term sustainability of layer 2 networks and whether competition will drive fees lower. Next, we examine dYdX's expanding validator set and the rise of liquid staking services like Stride. Later on, we dissect GBTC outflows and discuss how the SEC stalled Bitcoin adoption. Finally...2024-01-241h 21
0xResearchLiquid Restaking Tokens: Crypto's Next Timebomb? | Analyst Round TableIn this week's analyst table Dan and Sam are joined Ren and Pibblez of the Blockworks Research team to dive into the risks of liquid restaking tokens and the looming ETF approval. They debate whether these LRTs are ticking time bombs and if stakers understand the slashable exposure they're taking on. The crew also explores the viability of Celestia's data availability and if gaming and rollups will drive the demand needed to justify its towering $15B valuation. Other hot topics include Bitcoin NFT mania, StarkNet activating STRK for gas usage, and EtherSca's acquirement of SolScan. 2024-01-101h 10
0xResearchHow MakerDAO is Becoming Crypto's Top Revenue-Generating Machine | Analyst Round TableIn this week's analyst round table, Dan is joined by Matt, Ren, and Brick of the Blockworks Research team to dive into the latest developments in DeFi and Crypto. They start of by discussing Avalanche Foundation's controversial support for memecoins, Dymension's airdrop and unique tokenomics, and Celestia's continued adoption. They also unpack MakerDAO's narrative return and recent strong revenue and token price performance. To close out the team discuss the lack of quality user based metrics for chains, Bonkbot's unexpected revenue generation, and the impending spot Bitcoin ETF approval. Hope you enjoy! As always remember this podcast...2024-01-041h 08
Bell CurveAlluvial: The Enterprise-Grade Liquid Staking Standard | Mara SchmiedtIn this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level agreements (SLAs) in liquid staking, contributing to superior staking performance. We touch upon the and much more in the world of decentralized finance. Additionally, we delve into the target customer segment, significance of KYC in the minting process, and the future of liquid staking...2024-01-0257 min
0xResearch2024: Ethereum Back in the Narrative? | Analyst Round TableIn this week's analyst table Dan is joined by Matt, Westie, and Effort Capital of the Blockworks Research team to dive into the 2024 outlook for Ethereum, Solana, and Bitcoin. They debate whether 2024 holds better adoption of Ethereum L2s, continued growth of optimizations like data availability, evolution of fees market adjustments, and whether Solana is seeing a renaissance of onchain activity. Additionally, the team examines the ascent of Bitcoin miners profitability. They also debate the imminent approval of the ETF, unfolding new inflow opportunities, and how this would impact the wider market. As always...2023-12-2857 min
0xResearchArgus: The World Engine for Scalable Onchain Games | Scott SunartoIn this week's interview Dan and Sam are joined by Scott Sunarto, founder and CEO of Argus Labs, to discuss the infrastructure they're building to make blockchain games more accessible. He talks about overcoming previous limitations with fully on-chain games, designing sharding architectures inspired by MMOs, building developer tools tailored for gaming, and enabling emergent economic behaviors through crypto integrations. Scott also discusses their recently launched game, Dark Frontier, and how the team aims to leverage open sourced development to spur organic game content creation. Tune in to hear about all of this and much more! ...2023-12-201h 05
0xResearchIs Solana Starting DeFi Summer 2.0? | Analyst Round TableIn this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into the latest governance and onchain news. They dive into Rollbit's proposal to switch to a revenue share model for its token holders. They also discuss Lyra V2's imminent launch, Orca and CowSwap's new fee structures, Synthetix's move away from inflation funding, and the debate around what's driving Solana's recent growth surge. They debate whether if Solana is experiencing a DeFi summer reminiscent start. To close out the team covers Aevo protocol's strong revenue growth and upcoming product launches...2023-12-1556 min
0xResearchJito: Airdropping the Solana Wealth Effect | Lucas BruderIn this week's interview Dan and Sam are joined by Lucas Bruder, co-founder and CEO of Jito Labs. Lucas dives into the intricacies of Solana including the validator client, Solana LST providers, and the upcoming launch of Jito's Stakenet. He discusses the function of streaming transactions and how networks use algorithms and waivers to arbitrate these. Lucas explains the role of keepers, the limitations of current Solana systems, and how Stakenet aims to revolutionize the process by decentralizing the operation of the stake pool. Stay tuned for all of this and much more!...2023-12-1352 min
0xResearchAlluvial: The Enterprise-Grade Liquid Staking Standard | Mara SchmiedtIn this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level agreements (SLAs) in liquid staking, contributing to superior staking performance. We touch upon the and much more in the world of decentralized finance. Additionally, we delve into the target customer segment, significance of KYC in the minting process, and the future of liquid staking...2023-12-0757 min
0xResearchHow to Evaluate TIA & Data Availability Services | Analyst Round TableIn this week's analyst table Dan and Sam are joined by Blockworks research analysts Matt and Pibblez to dive into the latest crypto market trends. They analyze the strong performance of NFTs Pudgy Penguins and Mad Lads, Bitcoin, and onchain perps platforms. The group also debates the valuation of Celestia, the profitability of data availability layers, and the longevity of app chains vs layer 2 solutions. Additional topics include the surge in airdrops and the craze around ordinals like Node Monkeys. Thanks for tuning in!As always remember this podcast is for informational purposes only...2023-12-061h 00
0xResearchBLAST L2: The NFT Perps and Native Yield Super Chain? | Analyst Round Table | Analyst Round TableIn this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Pibblez breakdown the hype around new L2 BLAST and its controversial pre-launch deposit contract and MakerDAO's record revenue. The team then moves on to crypto gaming viability with games like illuvium, and recent governance updates such as reduced inflation for Cosmos Hub's ATOM & Arbitrum STIPs back funding. Enjoy! As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.- -Follow...2023-11-291h 05
0xResearchToken Holders vs App Users: Who Matters Most? | Analyst Round TableIn this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Brick to dive into this week's biggest news. Dan covers Avalanche's recent surge in transactions stemming from ASC20 minting spam. Key governance updates include MakerDAO's current peg stability module and Aave and Curve's USD integration. Discussion then moves the dYdX market manipulation event that damaged the protocols insurance fund and subsequent debate between Kain and Antonio. To close out the team covers crypto gaming projects and the Pyth airdrop. Enjoy!As always remember this podcast is for informational...2023-11-221h 12
LightspeedThe Solana Rally: What Everyone Overlooked | 0xResearchToday's episode is from our other favorite podcast, 0xResearch. Garrett joins the team to explain this month's Solana rally! We dive into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy!As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.2023-11-171h 07
0xResearchThe Solana Rally: What Everyone Overlooked | Analyst Round TableIn this week's analyst table Dan and Sam are joined by Blockworks research analyst Matt Fiebach and Lightspeed podcast co-host Garret Harper. Today's conversation is a Solana debate diving into Solana's developer traction and documentation quality, the sustainability of low fees, comparisons to Ethereum L2s, and upcoming major ecosystem upgrades and catalysts like Firedancer. To close out the team touches on governance updates on inflation and incentive programs from Synthetix, Arbitrum, and dYdX. Enjoy!As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show...2023-11-151h 09
0xResearchWhat's Wrong With DAOs, Coinbase Earnings, and Arbitrum Staking Prop | Analyst Round TableIn this episode, Blockworks Research analysts dive into Coinbase's Q3 earnings, Solana’s Breakpoint conference and strength, issues with Prisma points airdrop, Osmosis network struggles, and the state of Near and Jupiter protocols. The team also covers governance updates for Arbitrum, Ribbon, and Uniswap. To close out they analyze the upcoming Celestia airdrop and the current state of CosmosAs always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.- -Follow Sam: https://tw...2023-11-0850 min
0xResearchEigenLayer: The Endgame Coordination Layer | Sreeram Kannan and Soubhik DebIn this week's interview, EigenLayer CEO and Founder Sreeram Kannan and Principal Researcher Soubhik join us to unpack how EigenLayer aims to become the coordination infrastructure of Web3. They discuss the vision for EigenLayer as a platform that allows developers to build and integrate specialized protocols through a shared security model backed by Ethereum staking. Kannan outlines the roles of stakers, node operators, and developers building actively validated services (AVS) within the EigenLayer ecosystem. They also explore potential AVS use cases like rollups, bridges, fast finality, and applied cryptography. They close out by discussing potential enshrinement and the 2023-2024...2023-11-021h 01
0xResearchHow Akash Network is Democratizing Access to Cloud GPUs | Greg OsuriThis week Dan and Sam are interviewing Akash Network CEO and Founder Greg Osuri to dive into how Akash is building an open, decentralized marketplace for cloud compute resources to serve web3 developers. They discuss the high utilization and demand on Akash, innovations like training AI models on the blockchain, and why the future of cloud computing infrastructure needs to be permissionless and decentralized. Greg provides an inside look at the mission behind Akash, the economics of their cloud marketplace, how it compares to centralized providers, and his vision for the protocol going forward. Thanks for watching!...2023-10-261h 00
0xResearchAnalyst Table: Base TVL, Frax V3 RWAs, Neutron & Cosmos Hub, Eclipse SVM L2 RiseIn this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and 0xPibblez. They dive into the Base TVL growth, Frax V3s recent successful audit, Cosmos hub 36x return on investment, and the rise of Eclipse SVM L2. The team also dives into a round of top governance updates including, Arbitrum DAO incentives program, Maker RWA vault debt ceiling raising, and the blockworks research developed tokenomics proposal for the Atom token.As always remember this podcast is for informational purposes only, and any views expressed by anyone on the...2023-09-271h 000xResearchCatalyst AMM: Cross-chain Units of Liquidity and Modular Blockchain Thesis | 0xJimIn today's episode Dan and Sam are joined by Jim, founder of Catalyst AMM. Jim unpacks the Catalyst's unique "Units of Liquidity" system, a novel approach that promises to facilitate genuine cross-chain liquidity in the crypto sphere. Delve deeper as Jim explores the vast MEV opportunities unlocked by this distinctive AMM design and the protocol's agnostic stance on cross-chain messaging. Learn all about Catalyst's comprehensive strategy to address the challenges of cross-chain liquidity.As always Dan and Sam also joined by 2 blockworks research analysts, Westie and Effort Capital. They dive into Metamask's recent launch...2023-09-061h 150xResearchThe End of Wrapped Tokens: THORChain's Native-Asset Edge | Chad BarrafordIn today's episode we are joined by Chad Barraford, technical lead of THORChain, to chat about how the protocol works with layer-one assets, disrupting the traditional "island-like" view of blockchains as separate ecosystems. The protocol offers decentralized lending specifically for non-EVM chains like Bitcoin and Litecoin, aiming to always maintain liquidity. Key mechanisms are discussed to safeguard against vulnerabilities like price manipulation, ensuring that the protocol acts more like a 'bodyguard' to liquidity providers.As always Sam and Dan are joined by 2 Blockworks Research analysts, Ren & Pibblez. The analysts explore the balancer exploit, Coinbase...2023-08-301h 230xResearchHow CoWs Will Save DeFi Swaps | FelixIn today's episode Dan and Sam are joined by CowSwap Technical Lead Felix. CoWSwap allows you to buy and sell tokens using gasless while providing MEV protection. They explore the economic concept of "coincidence of wants" and its application in CoWSwap, the unique batch auctions that differentiate it from traditional DEXs like Uniswap, and the protocol's unique approach to optimizing gas fees and combating MEV.As always we have an analyst segment where 2 blockworks research analysts, Westie & Ren, join the guys to dive into Crypto's latest hot narrative; Friend.Tech. A Base chain native...2023-08-231h 240xResearchEthena Labs: Enabling the Internet Bond | Guy & ConorIn today's episode Dan and Sam are joined by Ethena Labs team. Guy Young, Co-founder, and Conor Ryder, head of research, dive into the Ethena's aim to enable the internet bond and transform Ethereum into the first crypto-native yield bearing stablecoin. They dive into Ethena's revenue model, staking yield, depeg risk, bitcoin as collateral, and much more!As usual the team is also joined by two blockworks research analysts, Matt & Ren. Today they cover the GMX V2 launch, Coinbase earnings and Base season, Paypal pyUSD, and Arbitrum BoLD.- -...2023-08-091h 20
Supply ShockThe Blockworks Origin StoryFollow On The Margin On Spotify: https://spoti.fi/46WWQ6TFollow On The Margin On Apple Podcasts: https://apple.co/3UsnTiMFollow Blockworks Macro On YouTube: https://bit.ly/3NKpujX--Subscribe To Empire On YouTube: https://tinyurl.com/4fdhhb2jSubscribe To Empire On Apple: https://tinyurl.com/mv4frfv7Subscribe To Empire On Spotify: https://tinyurl.com/wbaypprw--This is a special episode taken from the Empire podcast hosted by Blockworks Co-Founder Jason Yanowitz, private investor Santiago Santos & Framework...2023-08-091h 32
EmpireThe Blockworks Origin Story | Michael & JasonIn today's episode, the tables have flipped. Santi & Michael interview Co-founders of Blockworks Michael and Jason. They dive into the Blockworks origin story, from conception, surviving COVID, the hiring difference, and the evolving thesis for Blockworks growth & trajectory. - -Follow Michael I: https://twitter.com/MikeIppolito_Follow Jason: https://twitter.com/JasonYanowitzFollow Michael A: https://twitter.com/im_mandersonFollow Santiago: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: h...2023-08-081h 320xResearchCurve Armageddon, Base Chain BALD Memecoin, and Solana DEX Innovation | Eugene Chen (Ellipsis Labs)In today's episode Dan and Sam are joined by Elipsis Labs Co-Founder Eugene. Today they dive into the DEX & AMM innovation in DeFi & Phoenix's unique approach in the Solana Ecosystem. They also discuss the MEV differences in Solana & Ethereum and bringing price discovery on-chain.As usual the team is also joined by two blockworks research analysts, Westie & Ren. Today they cover the Curve exploit, Base chain meme coin season, MakerDAO DAI savings rate, Lido dual governance token, and much more!- -Follow Eugene: https://twitter.com/0xShitTrader...2023-08-021h 240xResearchCentralized Builders Bull Case, Bear Market Conference, zkEVM Problems | EthCC ReflectionIn today's episode Dan and Sam are joined by host of Bell Curve Podcast & Blockworks Co-Founder Michael and Blockworks research analyst Matt. The team dives into their key takeaways of the EthCC and converse on zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and much more!- -Follow Michael: https://twitter.com/MikeIppolito_Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Matt: https://twitter.com/MattFiebachFollow Blockworks Research: https://twitter.com/blockworksresSubscribe...2023-07-261h 080xResearchHow LayerZero Seamlessly Connects Blockchains | Bryan PellegrinoBryan Pellegrino, Co-founder & CEO of LayerZero Labs, joins us this week to dive into LayerZero. Dan and Sam explore the LayerZero model, value accrual, Stargate v2 alpha, omni-chain fungible tokens, and much more!And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and EffortCapital to discuss Alt EVMs, XRP security status, direction of Web3 Social platforms, and much more!- -Follow Bryan: https://twitter.com/PrimordialAAFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguy2023-07-191h 28Forward GuidanceCoinbase Sued By SEC | Casey WagnerThe Securities and Exchange Commission (SEC) has sued both Binance and Coinbase, and Casey Wagner, senior policy reporter at Blockworks, is here to break it all down.Recent Reporting by Casey Wagner on Blockworks:“Coinbase Put in House Hot Seat Hours After SEC Lawsuit Released”: https://blockworks.co/news/coinbase-in-house-hot-seat“Regulation by Enforcement Is Unsustainable, CFTC Chair Tells Congress”: https://blockworks.co/news/regulation-by-enforcement-unsustainable“Coinbase Stock Tanks 16% Following SEC Lawsuit”: https://blockworks.co/news/coinbase-stock-tanks-16-following-sec-lawsuit“SEC Labels 10 Tokens Securities in Binance Lawsuit”: https://blockworks.co/news/sec-10-toke...2023-06-0726 min0xResearchH2 2023 Predictions: A Can't Lose Parlay | Blockworks ResearchIn 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 MakerDAO's DSR could impact DeFi borrowing rates.- -Timestamps:(00:00) Introduction(00:38) Hot Seat/Cool Throne(24:31) The Atom Accelerator Promo(26:08) 2...2023-06-011h 09Forward GuidanceThe Fed’s "Controlled Demolition" of The Financial System | Danielle DiMartino BoothDanielle DiMartino Booth, CEO and chief strategist at QI Research, returns to Forward Guidance to share her thoughts on May 3rd’s Federal Reserve’s meeting of the Federal Open Market Committee (FOMC) as well as the ongoing issues at several regional U.S. banks. Follow Danielle DiMartino Booth https://twitter.com/DiMartinoBoothFollow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_____Apply to host the “Lightspeed” podcast on Blockworks at https...2023-05-051h 09Forward GuidanceA Wild Ride In The Oil Market | Josh YoungOn today's episode of Forward Guidance, Josh Young Chief Investment Officer & Founder of Bison Interests joins the show for a deep dive into the oil and gas industry. After a record year in 2022 for oil & gas, with energy being the best performing sector, 2023 has sent investors on "a wild ride" with crude oil retracing gains from its high of around $120 to around $75.Josh walks through the relative performances of the oil majors, and the small/mid size cap companies he specializes in. As many oil & gas companies have restructured their balance sheets and paid...2023-05-021h 14Forward GuidanceThe Failure of First Republic Bank | Chris Whalen & Randy WoodwardToday First Republic, America’s 14th largest bank, was taken over by the Federal Deposit Insurance Corporation (FDIC) who sold the vast majority of the stranded assets to banking giant JPMorgan Chase & Co ($JPM). Jack welcomes two veteran bankers, Chris Whalen, chairman of Whalen Global Advisors, and Randy Woodward, managing director at Raymond James, for an in-depth look at why First Republic and how the banking system can move on from today’s takeover.____Follow Chris Whalen on Twitter https://twitter.com/rcwhalenFollow Randy Woodward on Twitter https://twitter.com/TheBondFreakFo...2023-05-021h 08Forward GuidanceDo Banks Have Enough Capital? | Dr. Martien LubberinkThe more capital a bank holds, the more losses it can take before going bust. Dr. Martien Lubberink, professor at Victoria University of Wellington, joins Forward Guidance to define regulatory bank capital and put it in context of the conspicuous bank meltdowns in March. Lubberink opines on the issues at Credit Suisse & Silicon Valley Bank through the lens of bank capital, and he shares insights on the health and nature of the banking system of New Zealand, where he currently resides. Filmed on April 6, 2023.--Follow Martin Lubberink on Twitter https://twitter.com/cetier12023-04-201h 13
EmpireThe Cosmos SDK of Rollups | Preston Evans, Sovereign LabsToday's episode is a bonus episode from our podcast 0xResearch, produced by the Blockworks Research team. This is one of my favorite episodes they've done, a deep dive into the future of rollups, scaling and zk-tech. The first 15 minutes is the "analyst bullpen" segment on Arbitrum's recent governance debacle, followed by an interview with Preston Evans from Sovereign Labs (use the Timestamps if you want to skip ahead). If you enjoy this episode, follow the link in the show notes below to subscribe!- -Join us on 0xResearch as we interview Preston Evans, the...2023-04-051h 02
Bell CurveThe Cosmos SDK of Rollups | Preston Evans, Sovereign LabsToday's episode is a bonus episode from our podcast 0xResearch, produced by the Blockworks Research team. This is one of my favorite episodes they've done, a deep dive into the future of rollups, scaling and zk-tech. The first 15 minutes is the "analyst bullpen" segment on Arbitrum's recent governance debacle, followed by an interview with Preston Evans from Sovereign Labs (use the Timestamps if you want to skip ahead). If you enjoy this episode, follow the link in the show notes below to subscribe!- -Join us on 0xResearch as we interview Preston Evans, the...2023-04-051h 020xResearchThe Cosmos SDK of Rollups | Preston Evans, Sovereign LabsJoin 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's design compares to the Cosmos SDK and IBC, smart contract vs Sovereign rollups, the role of data availability, decentralized sequencer design and more! This is my favorite 0xResearch episode yet.And as...2023-04-051h 020xResearchSei: The L1 Built For Trading | Jay JogJoin 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 parallelization, Sei's validator set, native oracles and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg...2023-03-291h 220xResearchUnmasking Crypto's Anonymous Actors | ArkhamJoin 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 in as we explore Arkham and the implications for on-chain data in this deep dive!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking...2023-03-221h 130xResearchCircle’s CCTP: Revolutionizing Multichain InfrastructureJoin 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 in cross-chain infrastructure!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and...2023-03-151h 14Forward Guidance“Crazy Things” Are Happening In The Japanese Bond Market | Weston NakamuraCheck out Weston Nakamura’s new show, Market Depth (First episode airs on Wednesday March 15): Spotify: https://spoti.fi/3YMXoHm Apple: https://apple.co/3ytqwZ8--Today marks the end of an era for the Bank of Japan and global macro writ large, as Haruhiko Kuroda held his final policy meeting as governor of the Bank of Japan for March 2023, leaving his controversial Yield Curve Control policy unchanged, and maintaining a highly dovish stance as he exits. Governor Kuroda held his final press conference in which his only re...2023-03-1150 min0xResearchHow zkSync and Argent 10x Ethereum’s UXOn 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 contract wallets, social recovery and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we discuss the top themes and narratives out of ETH Denver...2023-03-081h 16Supply ShockWill The Fed Get Their Soft Landing? | Warren PiesOn today's episode of On the Margin, Warren Pies Founder of 3Fourteen Research joins the show to discuss wether the Fed will be able to achieve their soft landing.Focusing on the housing market, Warren describes how this is the key signal to watch for a hard vs soft landing in the U.S economy. Warren then walks through the Fed's quantitative tightening program and how this could effect markets in 2023. As short term bullish technicals emerge, how should investors position if the long term fundamentals are bearish?Finally...2023-02-1554 min0xResearchA Journey Through Ethereum’s Roadmap | WestieIn this week's episode of 0xResearch, Blockworks Research analyst Westie joins us to discuss Ethereum's roadmap. We start with the Shanghai upgrade, how the ETH withdrawal queue will work, what this means for ETH sell pressure and if we will see a rise in ETH staking rates. We then go deep, real deep, into Ethereum's long-term roadmap. This includes distributed validator technology, single secret leader elections, single slot finality and more! If you want to know what's coming and how Ethereum will scale to a billion users, this one's for you.- -Timestamps:2023-02-081h 23Supply ShockCrypto's 2022 Year End Review | Matt FiebachOn today's episode of On the Margin, we are joined by one of Blockworks' very own research analysts Matt Fiebach for a deep dive on their most recent report "2022 Year End Review: Network Coverage, Layer 1s & 2s".Matt walks us through the top stories of the year from the Ethereum merge, to the Layer 1 wars, and the various narratives the year saw in crypto markets. We then deep dive into the contagion crypto experienced with 3AC, FTX and other CeFi lenders throughout 2022. Finally, Matt looks ahead to 2023, sharing with us his big calls for...2023-01-0453 min0xResearch2022 Mount Rushmore, 2023 Predictions | Blockworks ResearchIn this episode of 0xResearch, we host an analyst hour to debate which projects, personalities and market events should be in crypto's 2022 Mount Rushmore. This is the ultimate 2022 recap of what happened, what mattered and where we go next. We've even timestamped every topic we cover below. Check it out!- -Timestamps(00:00) Introduction(01:07) Starbucks Odyssey(02:38) Names We Won’t Forget(05:31) Yuga Labs(08:34) ETH Merge & Burn(10:57) $1.9B in Bridge Hacks(13:02) Tornado Cash Ban(14:54) The Launch of Canto(16:16) So...2022-12-281h 150xResearchBitcoin Miners, Is The Worst Over? | Will ClementeDisclaimer: This episode was recorded before the craziest day in crypto, aka Binance's announced acquisition of FTX.In this week's episode of 0xResearch, we bring on Will Clemente to discuss the state of Bitcoin mining. Some of the most prolific miners are facing default, and consolidation is on the horizon. How did miners get into this position? What happens next, and will this impact the BTC and broader crypto market? Tune in to find out!- -Timestamps(00:00) Pre-Interview: Alameda Drama, Cool Thrones & Art Gobblers(18:09) Art G...2022-11-091h 23Forward GuidanceThe Chemicals Market Is Bearish – Stupendously Bearish | Paul HodgesTo get $1,000 off The pH report and receive a free sample report, email phodges@new-normal.com or jack@blockworks.co, or visit https://new-normal.com/the-ph-report-overview/.Paul Hodges, author of The pH Report and chairman of New Normal Consulting, returns to Forward Guidance to share the grim tidings from the chemicals industry, whose troubles Hodges argues are indicating that consumer demand will slow rapidly around the globe. After reviewing how and why the chemicals industry is a bellwether for the global economy, Hodges tells Jack Farley how the collapse in chemical prices is a...2022-11-041h 200xResearchMEV Markets: Flashbots, Censorship & Exclusive Order Flow | WestieIn this week's episode of 0xResearch, we bring on Westie to explore the "dark arts "of crypto: MEV Markets. We discuss the underlying mechanics of MEV-Boost, the threat of censorship, Flashbots' dominance, the flywheel of exclusive order flow and more.And if MEV isn't your thing, check out our pre-interview segment with Matt & Pibblez. Why? Because it's like a weekly newsletter, except not boring and delivered straight to your ears.- -Timestamps(00:00) Introduction(00:02) Pre-Interview: News, Hot Seat, Data Insights(21:15) Flashboys 2.0(26:10) MEV Boost Explained2022-11-021h 14Forward GuidanceIMPORTANT: Announcing Blockworks’ Latest Podcast, 0xResearchJack welcomes Sam Martin and Dan Smith, analysts on the Blockworks Research team and hosts of the upcoming podcast 0xResearch, which airs on November 2nd, 2022. Sam and Dan educate Jack about the latest developments in Ethereum, Cosmos, Bitcoin, Convex Finance, and Polygon, and Jack shares his own views about how a Fed “pivot” might impact asset prices.Filmed on October 26, 2022.Follow Sam Martin on Twitter https://twitter.com/swmartin19Follow Dan Smith on Twitter https://twitter.com/smyyguyFollow Blockworks Research on Twitter https://twitter.com/blockworksresFo...2022-10-281h 06
Bell CurveATOM 2.0, Reversible Transactions & Polygon's BD Game | Blockworks ResearchIn this episode of Bell Curve's Weekly Roundup, the Blockworks Research team takes over the pod! We start with a debate on the implications of ATOM 2.0 and USDC launching on Cosmos. Is ATOM no longer a meme coin? Does everything revolve around MEV? What opportunities does native USDC unlock for the Cosmos ecosystem?We then discuss the feasibility of reversible on-chain transactions, the next NFT catalyst and how Polygon is a relentless business development machine. Tune in for all of this and more! And don't worry - Jason, Mike, Vance and Michael will be...2022-09-3050 minEmpireATOM 2.0, Reversible Transactions & Polygon's BD Game | Blockworks ResearchIn this episode of Empire's Weekly Roundup, the Blockworks Research team takes over the pod! We start with a debate on the implications of ATOM 2.0 and USDC launching on Cosmos. Is ATOM no longer a meme coin? Does everything revolve around MEV? What opportunities does native USDC unlock for the Cosmos ecosystem?We then discuss the feasibility of reversible on-chain transactions, the next NFT catalyst and how Polygon is a relentless business development machine. Tune in for all of this and more! And don't worry, Jason and Santi will be back next week.2022-09-3050 minForward GuidanceThe Fed Doesn’t Have What It Takes To Fight Inflation | Joseph Wang & Mish ShedlockUse code JACK250 to get $250 off tickets to Blockworks’ New York Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/Use code GUIDANCE250 to get $250 off tickets to Blockworks’ London Digital Asset Summit (sale ends Sunday): https://blockworks.co/events/digital-asset-summit-2022-london/--NOTE: This interview was filmed on August 23, 2022, days before Fed Chair Jay Powell’s remarks at Jackson Hole.Jack welcomes former senior Fed trader Joseph Wang and Michael “Mish” Shedlock, economic blogger and investment advisor, to analyze the twin threats of inflation and recession, and the challe...2022-09-0149 minForward GuidanceConvertible Bonds: The Everything Asset Class | Paul LatronicaUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summithttps://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research:https://blockworks.co/get-research/--On this episode of Forward Guidance, Jack is joined by Paul Latronica to discuss convertible bonds as an asset class, and more.--Follow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockworks on Twitter https://twitter.com/Blockworks_...2022-08-291h 19Forward GuidanceThe Global Shipping Crisis Is Not Over | Sal MercoglianoUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summithttps://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research:https://blockworks.co/get-research/--In today's episode of Forward Guidance, Jack Farley is joined by Dr. Sal Mercogliano, maritime historian and shipping expert, who discusses the current global shipping crisis and its trajectory for the future.--Subscribe to Sal Mercogliano's Youtube Channel: https://www.youtube.com/c/WhatisGoingonWithShippingwSalMercoglianoFollow Sal Mercogliano on Twitter https://twitter.com...2022-08-251h 22Forward GuidanceThe Fed’s Ticking Time Bomb Is About To Explode | Joseph Wang & Chris WhalenUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summithttps://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research:https://blockworks.co/get-research/--In September, the Federal Reserve is set to remove even more liquidity from markets by taking its Quantitative Tightening (QT) program to the next level. Joseph Wang, former senior trader for the Federal Reserve, and veteran banker Chris Whalen, join Jack to explain how this additional wave of monetary tightening will send shockwaves through markets, particularly the two asse...2022-08-221h 06Forward GuidanceWhy Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack FarleyThis is a recording of a Twitter spaces in which Jack Farley exchanges macro views with Alfonso Peccatiello, in a preview to their conversation at the Blockworks Digital Asset Summit in September 2022, which will feature Mike Green, Danielle DiMartino Booth, and Jurrien Timmer. This recording also featured Andy Constan and Michael Kantrowitz.--Use code MACRO200 to get discounted tickets to the Blockworks Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/?gclid=CjwKCAjwo_KXBhAaEiwA2RZ8hIgyUQTvJmP-g0qAclP5WXFdpLdZSLkarlMTWE9_Po341_j_x5FBBBoCojkQAvD_BwE--Follow Jack on Twitter https://twitter...2022-08-181h 46Forward GuidanceLiquidity Has “Dried Up,” Says $100 Billion Investor | Jeffrey ShermanUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summithttps://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research:https://blockworks.co/get-research/--Jeffrey Sherman, Chief Investment Officer of DoubleLine Capital, joins Jack to discuss how fixed income markets are handling a slowing economy and the Federal’s Reserve’s withdrawal of monetary accommodation.Sherman breaks down how bond values over 2022 have dropped as credit spreads have widened and interest rates have risen. Sherman...2022-08-181h 01Forward GuidanceThe Fed Is Not In Control Of The Eurodollar System | Hugh HendryUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summithttps://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research:https://blockworks.co/get-research/--Hugh Hendry, macro investor and former chief investment officer of Eclectica Asset Management, joins Jack Farley to make the case that central banks are not in control of the global monetary order. Hendry argues that an inverted yield curve is showing that the Federal Reserve is making a severe policy error. He insists that the rise...2022-08-1549 minForward GuidanceReal GDP Lending on Blockchain Could Be A Gamechanger | Bill WolfUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research: https://www.blockworksresearch.com/si…Bill Wolf, Chief Investment Officer at TrustToken/TrustLabs joins Jack Farley to talk about all things blockchain: his journey into this new form of currency, real GDP loans, and stablecoins.Bill and Jack talk about TrustToken and the services its business offers in the trading and lending space. What red flags does TrustToken find to help other firms who are lo...2022-08-111h 16Forward GuidanceReal Estate Market Will Stay "Savagely Unhealthy" For A Long Time | Logan MohtashamiUse code JACK250 to get $250 off tickets to Blockworks Digital Asset Summit https://blockworks.co/events/digital-asset-summit-2022-new-york/Use code “guidance” to get 50% off Blockworks Research: https://www.blockworksresearch.com/sign-up--Logan Mohtashami, Lead Analyst at HousingWire joins Jack Farley to talk all things housing: how has the housing market changed since 2019 and what will happen to homes as we approach a recession?Logan and Jack talk about inventory and rates in the housing market, as well as the challenges homebuyers may have entering this space. Does Logan think we will...2022-08-091h 13
Bully EsquireHow Blockworks - Talking Crypto Media with Michael Ippolito, Co-Founder of BlockworksBully sits down with Michael Ippolito (https://twitter.com/MichaelIppo), the co-founder of Blockworks (https://blockworks.co/) to discuss how he started Blockworks, how they have scaled the business, institutional adoption of Bitcoin, and his views on the direction of the crypto market generally.
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