0xResearch

Blockworks
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0xResearch is for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.  Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get daily alpha and insights from the Blockworks Research team. Subscribe to the 0xResearch newsletter: https://blockworks.co/newsletter/0xresearch Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

  1. 1 day ago

    Token Vs Equity, Venice AI, Robinhood Chain & Strategy's Recovery

    Can crypto finally solve the disconnect between product success and token value?This week, we explore why Venice AI's equity raise reignited the token-versus-equity debate, what it reveals about crypto capital formation, and why better disclosures may be the industry's next major unlock.We also discuss Strategy's recovery, Robinhood Chain's launch, Venice's AI growth, MetaDAO's ownership model, and which tokens could benefit most from the next wave of onchain adoption. Enjoy! TIMESTAMPS: 00:00 Intro 01:05 Bitcoin & Strategy Turning Bullish? 06:03 Venice AI’s Growth Engine 10:53 The Demand For Private AI 15:35 Venice’s Token Equity Divide 23:53 Crypto’s Disclosure Problem 34:01 Do You Choose Token Or Equity? 37:51 Fixing Tokenholder Alignment 45:00 Robinhood Chain Arrives 57:25 Final Thoughts FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Kunal – https://x.com/Kunallegendd › Carlos – https://x.com/0xcarlosg › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

    1 hr

  2. 3 Jul

    The New Stablecoin Race, Hyperliquid’s Growth & Solana’s Revival

    In this episode, we discuss Strategy's updated capital framework, the launch of Open Standard's consortium-backed stablecoin, Robinhood's latest crypto product announcements, Hyperliquid's priority fee model and revenue potential, and the evolution of trading activity on Solana, including tokenized equities, meme coins, and broader market structure trends. 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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Shaundadevens: https://x.com/shaundadevens Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- 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/ -- Timestamps: (0:00) Introduction (1:21) Strategy’s Bitcoin Backstop (10:04) Open Standard Stablecoin Launch (16:28) Robinhood's Crypto Expansion (25:40) Hyperliquid Priority Fees Explained (37:09) Solana's Meme Coin Revival (42:21) Why Meme Coins Lost Appeal (49:08) Tokenized Equities vs. Memes (51:24) Closing Comments -- 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    53 min

  3. 26 Jun

    The Onchain Equity Boom

    In this episode we discuss Strategy’s financing approach and Bitcoin market dynamics, the rise of tokenized equities on Solana, evolving onchain market structure and trading infrastructure, competition among tokenized stock issuers, investment implications for related protocols, and indicators that could signal a potential Bitcoin cycle bottom. 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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- Blockworks Research BNB Dashboard: https://blockworks.com/analytics/bnb -- 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/ -- Timestamps: (0:00) Introduction (1:16) Strategy’s Bitcoin Stress (8:07) BitMine’s Preferred Bet (12:37) BNB Investor Relations Dashboard (13:27) Solana Equity Volumes Surge (21:17) PropAMMs vs Pools (31:51) SpaceX Leads Tokenized Stocks (35:27) Equities Flip Memes (43:42) Equity Perps Hit Highs (47:48) Trading the Equity Boom (59:18) Bitcoin Cycle Bottom? (1:01:45) Closing Comments -- 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    1hr 2min

  4. 19 Jun

    The New Fed, STRC Stress, and Hyperliquid’s Rise

    In this episode, we discuss market reactions to new Federal Reserve Chair Kevin Warsh’s first policy meeting, Strategy’s STRC preferred shares trading below par and the company’s capital allocation options, Hyperliquid treasury and HYPE accumulation dynamics, SpaceX’s launch on Hyperliquid, competitive pressures within the HIP-3 deployer ecosystem, and the outlook for U.S. crypto regulation under the Clarity Act.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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Shaundadevens: https://x.com/shaundadevens Follow Marc: https://x.com/marcarjoon Follow Luke: https://x.com/0xMether -- 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/ -- Timestamps: (0:00) Introduction (1:50) Warsh Resets Fed Watching (4:35) STRC Signals Market Stress (15:02) Hyperliquid Treasury Flows (18:58) SpaceX Launch Volume (21:05) Trade XYZ Dominates HIP-3 (42:01) Clarity Act Odds (51:27) Closing Comments -- 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    55 min

  5. 12 Jun

    SpaceX IPO Mania and Ethena’s Strategic Pivot

    In this episode we discuss SpaceX’s IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics, and mining trends. We also cover Ethena’s evolving yield strategy, reserve diversification, institutional lending, token value accrual, and the implications of its partnership with Coinbase. 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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal: https://x.com/Kunallegendd Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- 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/ -- Timestamps: (0:00) Introduction (4:12) SpaceX IPO Markets (9:09) Bitcoin Decouples From Equities (15:36) Bitcoin Bottom Signals (24:18) Miners Shift to AI (25:59) Ethena’s New Strategy (31:50) Ethena Becomes an Asset Manager (35:24) Scalable Yield Sources (41:06) ENA Token Value (47:25) Coinbase Distribution Bull Case (51:33) Closing Comments -- 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    53 min

  6. 12 Jun

    Blockworks Acquires Messari

    In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

    29 min

  7. 10 Jun

    A Farewell to Boccaccio

    In Boccaccio’s final episode, a rotating group of guests joined throughout the show to share their perspectives and send him off. We covered the recent cryptocurrency market downturn, Zcash’s sharp decline, Bitcoin ETF outflows, MicroStrategy’s strategy and tokenized products, DeFi lending dynamics, Hyperliquid-related flows, token transparency initiatives, blockchain adoption challenges, and investment views across lending, infrastructure, and exchange-related crypto assets.  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. -- Follow Blockworks Research: https://x.com/blockworksres Follow James Christoph: https://x.com/JamesChristoph Follow Noah: https://x.com/TraderNoah Follow Jim: https://x.com/VelvetMilkman Follow Ian: https://x.com/Ian_Unsworth Follow Aryan: https://x.com/Aryonchain Follow Matt: https://x.com/mcasto_ Follow Carlos: https://x.com/0xcarlosg Follow Toma: https://x.com/toma_adv Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- 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/ -- Timestamps: (0:00) Introduction (1:06) Carlos & Toma (13:03) Matt & Aryan (29:25) Ian & Jim (47:06) James & Noah (1:04:47) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    1hr 6min

  8. 1 Jun

    Crypto’s Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi

    In this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho’s new fixed-rate lending initiative and valuation debate, evolving dynamics in DeFi lending markets, and Ethena’s shifting yield strategy, reserve allocation, and diversification efforts.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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal Doshi: https://x.com/Kunallegendd Follow Shaundadevens: https://x.com/shaundadevens Follow Carlos: https://x.com/0xcarlosg -- 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/ -- Timestamps: (0:00) Introduction (1:34) Bitcoin Lags Equities (4:14) Don’t Hide in BTC? (7:47) Hyperliquid’s Flow Story (16:02) Morpho’s Fixed-Rate Bet (24:33) Morpho’s Valuation Problem (33:49) Ethena Becomes Asset Manager (43:53) Can Ethena Diversify? (48:10) Analyst of the Week (48:51) Closing Comments -- Resources: Sam Schubert - Solana Spreads: The Black Hole Begins https://x.com/minnus/status/2059730629319680352?s=20 -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

    50 min
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About

0xResearch is for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.  Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get daily alpha and insights from the Blockworks Research team. Subscribe to the 0xResearch newsletter: https://blockworks.co/newsletter/0xresearch Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

Information

  • Channel
    Blockworks
  • Creator
    Blockworks
  • Years Active
    2022 - 2026
  • Episodes
    319
  • Rating
    Explicit
  • Copyright
    © 384141 Blockworks 2022
  • Show Website
    0xResearch

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