0xResearch Blockworks

In this special analyst round table episode, Boccaccio is joined by the Page One crew - Boffin, Tervo, and Tolks - to discuss the evolving landscape of NFTs, tokenization, and memecoins. The conversation starts with the rise of fantasy sports-like games in the crypto space, such as Fantasy Top, and how they compare to traditional NFTs in terms of engagement and complexity. The group then delves into the shift from scarcity to abundance in the NFT market, the increasing importance of onchain reputation, and the potential for tokenizing real-world assets. They close out by discussing the current airdrop meta, the memecoin super cycle, and emerging experimental primitives like Rug.Fun. 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.
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Special thanks to our sponsor LayerZero.
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
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Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Tervo: https://x.com/tervoooo
Follow Tolks: https://x.com/_tolks
Follow Boffin: https://x.com/ninjaboffin
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) Introduction
(1:18) Background & Origin Story
(7:30) State of Crypto Gaming
(12:21) Dillution Mechanics of SocialFi Apps
(34:03) Airdrop Meta
(54:40) Onchain Assets
(1:06:09) Onchain Bonds
(1:06:47) LayerZero Segment: Radiant
(1:10:07) Memecoin Supercycle
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan and our guests may hold positions in the companies, funds, or projects discussed.

In this week's interview Hasu from Flashbots and Vasiliy from Lido DAO discuss the current state of Ethereum's issuance and staking dynamics post-merge. They explore the potential impact of institutional demand, solo staking, and restaking on the validator set and issuance policy. The conversation also touches on the evolving role of liquid staking derivatives like stETH and how Lido plans to adapt its strategy as more activity moves to Layer 2 rollups. Thanks for tuning in!
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Follow Vasiliy: https://twitter.com/_vshapovalov
Follow Hasu: https://twitter.com/hasufl
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Westie: https://twitter.com/WestieCapital
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

Claim your unique Wormhole NFT at
https://forms.clickup.com/45049775/f/1aytxf-16531/KJK3BCP3FQKVJLUAAX
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Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

Start trading today at: https://www.pear.garden/
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Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.

Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
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Timestamps:
(0:00) Introduction
(2:32) State of Eth Issuance
(17:54) Wormhole Ad
(18:33) Pear Ad
(18:58) Marinade Ad
(19:37) Avalanche Ad
(20:19) Institutional Lido Demand
(27:02) Changing ETH Issuance Curve
(42:17) ETH Native Liquidity
(47:24) Impact of ETH Restaking
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, the research crew dives into the recent launch of VanEck's meme coin index, the state of consumer crypto adoption, and the controversy surrounding key opinion leader (KOL) investment rounds. The conversation also touches on the challenges faced by AMMs in the form of loss versus rebalancing (LVR), and how this issue compares to impermanent loss. 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 our opinions, not financial advice.
- -
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
- -
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Ryan: https://twitter.com/_RyanRConnor
Follow Magic: https://twitter.com/magicdhz
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) Introduction
(1:11) VanEck Meme Index
(13:40) Consumer Crypto Adoption
(21:11) Are Memes Onchain Fun?
(27:18) Consumer Crypto Performance
(33:25) LayerZero Segment: EtherFi
(37:12) KOL Round Controversy
(55:26) The State of LVR
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's interview Matt and Billy from Intuition discuss their vision for a decentralized identity protocol that aims to revolutionize how data is managed and monetized on the internet. They delve into the importance of credible neutrality in knowledge graphs, the four pillars of incentives that drive user participation, and how Intuition's middleware layer refines data to create a more efficient and user-centric online experience. Thanks for tuning in!
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Follow Matt: https://twitter.com/h0xrus
Follow Billy: https://twitter.com/0xbilly
Follow Intuition System: https://twitter.com/0xIntuition
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Spencer: https://twitter.com/0xpibblez
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch10-3334
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

Start trading today at: https://www.pear.garden/
- -
Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.

Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
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Timestamps:
(0:00) Introduction
(3:42) Intuition Origin Story
(12:41) Incentives for Publishing
(19:06) Wormhole Ad
(19:45) Pear Ad
(20:10) Marinade Ad
(20:49) Avalanche Ad
(21:31) 3 Layers of Intuition
(35:14) Future of Digital Communities
(42:14) Reputation & Educational Incentives
(53:23) Economic Incentives on Networks
(1:01:22) Intuition 5-Vision
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, the analysts take a deep dive into Fantasy Top and FriendTech. They explore Fantasy Top's unique approach to speculating on crypto influencers' social media engagement and discuss the implications of separating the influencer from the token. The conversation then shifts to FriendTech's bumpy token launch and the challenges faced during the distribution process. The analysts also touch on the utility of FriendTech's token and whether it represents true value or pure speculation. To close out they touch on Layer Zero's novel approach to countering Sybil attacks, and the implications of BlackRock's BUIDL overtaking Franklin Templeton in tokenized treasuries. 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.
- -
Special thanks to our sponsor LayerZero
Stay up-to-date with the LayerZero Ecosystem by following: https://twitter.com/LayerZero_Labs
- -
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Marc: https://twitter.com/marcarjoon
Follow Ryan: https://twitter.com/_RyanRConnor
Follow Magic: https://twitter.com/magicdhz
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
(0:00) FriendTech Token Launch
(20:39) Fantasy.Top Infleuncer Cards
(26:30) Blast Chain Approach
(29:24) SUI Token Unlocks
(42:17) LayerZero Counter Sybil
(54:14) LayerZero Segment: Gas.Zip
(59:02) BlackRock BUIDL Overtakes Frankling Templeton
(1:12:25) Coinbase Earnings Reflection
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this week's interview we are joined by Luca, CEO & Co-Founder of M^0 Labs to discuss their new crypto dollar product called M. Luca shares insights into the M minting and redemption process, the unique two-token governance system employed by M0, and his long-term vision for the protocol. He also delves into the importance of governance in ensuring the longevity and stability of the M token, and how M0 aims to incentivize active participation in the decision-making process. Luca emphasizes M0's goal of becoming a decentralized bank for DeFi, providing a transparent and distributed collateral pool for a stable crypto dollar. Thanks for tuning in!
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Follow Luca: https://twitter.com/LucaProsperi
Follow Boccaccio: https://twitter.com/tripleboccaccio
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.

Claim your unique Wormhole NFT at
https://wormhole.com/0xresearch9-1887
- -
Pear is an innovative pair-trading exchange built on top of SYMMIO. Users can trade trending narratives with one click, from bluechip narratives such as long BTC, short ETH, right through to WIF vs BONK. SYMMIO’s intent-centric architecture enables deep liquidity, sourced off-chain and brought on-chain, and combined with Pear, have democratized access to complex trading strategies typically reserved for institutional traders.

Start trading today at: https://www.pear.garden/
- -
Marinade is the leading Solana staking service that spreads your stake across 100+ top validators, distributes MEV rewards, and provides automatic downside protection with new Protected Staking Rewards.

Choose to liquid stake for mSOL for use in DeFi, or delegate your stake through Marinade Native, which gives you full custody of your SOL and no smart contract risk. Max performance for you, max performance for Solana.
https://blckwrks.co/Marinade
- -
Timestamps
(0:00) Introduction
(3:23) M Minting & Redeeming
(13:17) Collateral & Gov Design
(30:43) Wormhole Ad
(31:21) Pear Ad
(31:46) Marinade Ad
(32:25) Avalanche Ad
(33:07) GTM for Onchain Utilization
(47:16) 2 Token Governance System
(1:01:55) 5 Year Vision
- -
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
- -
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.