0xResearch

Blockworks
Blockworks
  • 5.0 (17)
  • Investing
  • Updated Weekly

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. 4d ago

    Pt. 2 Grading Citrini's Viral Crypto Portfolio

    Who really captures the value when real-world assets move onchain? This week, we finish grading Citrini's tokenized-asset basket and argue where the weights are wrong. We explore Uniswap's case for a bigger weight, Aerodrome's catalyst trade, Backpack's IPO-linked token, LayerZero's unlock overhang, and whether Ondo is priced too richly. Enjoy! TIMESTAMPS: 00:00 Intro 00:32 Sentiment Check 03:37 Is Aerodrome Really A Bargain? 11:42 Should Uniswap Be A Top Holding? 21:02 LayerZero’s Adoption Vs Token Unlocks 27:47 Can Chainlink Justify Its Valuation? 31:56 Can Backpack Compete With Coinbase? 41:17 What Does Maple Need To Win? 46:55 Can Pendle Escape The Yield Cycle? 54:00 Can Ondo Turn Adoption Into Revenue? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Kunal – https://x.com/Kunallegendd › Sam – https://x.com/minnus › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Blockworks Agentic Detection https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Start building with the Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/ › Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit London Nov 10-11 https://blockworks.com/events 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.

  2. Oct 14

    Grading Citrini's Viral Crypto Portfolio

    Is Citrini's crypto basket betting on the right themes but the wrong weights? This week, the team grades the top half of Citrini's viral crypto basket, coin by coin. We also explore DAS Singapore's consensus coin, Derive's valuation, the EtherFi vs Ethena fight, onchain lending competition, and whether Hyperliquid deserves the top spot in every crypto portfolio. Enjoy! TIMESTAMPS: 00:00 Intro 00:27 Is This Just Bullish Consolidation? 05:17 Is Citrini Overweight Derive? 12:23 Lighter Or Hyperliquid? 17:24 Is Ether.fi Still Undervalued? 23:42 Is Aave The Best Lending Bet? 28:15 Why Aren’t Tokenized Equities Taking Off? 33:19 Can Crypto Neobanks Go Mainstream? 36:19 Ethena’s Bull And Bear Cases 42:19 Can Ethena Grow Without Incentives? 46:45 Does Solana Deserve Its Allocation? 55:13 Should Hyperliquid Be The Top Holding? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Shuanda – https://x.com/shaundadevens › Kunal – https://x.com/Kunallegendd › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Blockworks Agentic Detection https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Start building with the Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/ › Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit London Nov 10-11 https://blockworks.com/events 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.

  3. Oct 7

    Is Ethereum Losing Its Last Edge?

    Ethereum's last real edge, its liquidity moat, is slowly eroding as new activity moves to Base, Robinhood Chain, and Solana. This week, Carlos and Jake take opposite sides on where the marginal dollar is really going as activity spreads beyond Ethereum. We explore the tokenized stocks race, whether Ethereum should charge L2s more, the odds the Bitcoin bottom is in, and why DATs may never reclaim their highs. Enjoy! TIMESTAMPS: 00:00 Intro 00:30 Is Bitcoin’s Bottom In? 10:15 Are Crypto Treasury Trades Dying? 20:52 Does ETH Staking Still Matter? 30:35 Is Ethereum’s Liquidity Moat Eroding? 43:00 The Bull Case For Ethereum 55:14 Can Ethereum Capture More Value? 59:22 CFTC Opens A New Crypto Path FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Learn more about Blockworks Agentic Detection https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Start building with the Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: 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 › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or. sellsecurities 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.

  4. Sep 30

    Alt Season, Zcash, Collectibles & The Tokenization Trade

    Bitcoin no longer has a monopoly on crypto’s bull case. This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain value beyond Bitcoin. We also dig into why lending markets and neobanks may benefit more from tokenized assets than spot trading venues. Enjoy! TIMESTAMPS: 00:00 Intro 01:03 Can Alts Keep Outperforming Bitcoin? 05:01 SEC Clears The Way For Buybacks 11:58 Is Altseason Already Here? 17:02 Why Bitcoin Dominance Could Fall 23:41 How Many Stores Of Value? 31:18 Why Collectibles Work Onchain 34:58 Can Collectibles Go Mainstream? 40:38 Where Tokenization Adds Value 48:01 What Can Onchain Stocks Unlock? 51:37 Can Crypto Neobanks Win? 56:41 Aave’s Quiet Consumer Push FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › 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 › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST RESOURCES › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: 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. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

  5. Sep 23

    Why Reinsurance Could Become DeFi’s Best Collateral | Ryan Connor & Ayyan Rahman

    Is reinsurance becoming DeFi’s most useful collateral? This week, we're joined by Ryan Connor of RockawayX and Ayyan Rahman of OnRe as we examine how ONyc turns institution-only reinsurance into composable onchain yield. We explore uncorrelated premiums, Kamino leverage, catastrophe risk, and why tokenization only matters when it adds real utility. Enjoy! TIMESTAMPS: 00:00 Intro 04:15 How Does Onchain Reinsurance Work? 09:43 Why Is Reinsurance Yield Different? 14:38 Where Does The Yield Come From? 20:47 Turning Reinsurance Into DeFi Collateral 26:47 What Could Wipe Out Your Yield? 34:35 Can AI Improve Insurance Underwriting? 37:53 Does DeFi Leverage Add New Risks? 42:45 How Big Can Onchain Reinsurance Get? 46:28 Scaling Beyond Solana 50:57 Which RWAs Actually Belong Onchain? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Ryan – https://x.com/ryanconnor › Ayyan – https://x.com/Ayyanrahman › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: 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 › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one. ofthe biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST 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.

  6. Sep 16

    Is Robinhood Building Crypto’s Retail Moat?

    Is crypto’s latest cooldown a warning or the setup for its next leg higher? This week, we examine where lasting strength is emerging as speculation fades across onchain markets. We explore Robinhood Chain’s growing influence, Uniswap’s resurgence, composable leveraged products, and the uncertain case for stablecoin chains. Enjoy! TIMESTAMPS: 00:00 Intro 01:57 Can Crypto Break The Holding Pattern? 04:54 Will The Clarity Act Pass? 08:51 Is Robinhood Chain Already Cooling? 11:58 Is The Meme-Equity Meta Here To Stay? 17:03 Ads (Token 2049) 17:57 Is Uniswap Robinhood’s Biggest Winner? 25:15 Who Wins Robinhood’s Lending Race? 35:38 Can Onchain Perps Compete? 43:22 The Hidden Tokenized Equity Trade 48:58 Do Stablecoin Chains Need To Exist? 58:07 Closing Thoughts FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › 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 › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST 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.

  7. Sep 9

    Robinhood REV Explosion, Is Pump Losing Its Grip & Zcash Vs Bitcoin

    Is crypto’s bull market just getting started or already winding down? This week, we unpack whether the ongoing onchain surge is sustainable and whether Robinhood Chain represents a lasting shift or just another speculative spike. We explore Robinhood’s insane REV growth, stock-backed meme coins, Pump Fun’s competitive threat, and Zcash’s resurgence as a Bitcoin alternative. Enjoy! TIMESTAMPS: 00:00 Sentiment Check 02:15 Robinhood Chain’s Revenue Explosion 08:56 Are These Fees Sustainable? 15:52 Will Memes Unlock Tokenized Stocks? 22:10 Is Robinhood The Final Boss? 28:27 Ads (Token 2049, DAS Asia) 29:21 Can Pump Fight Back? 38:28 Is Pump Facing Do Or Die? 45:24 Why Zcash Is Surging 53:40 Can Bitcoin Survive Quantum Risk? 56:54 What’s On Our Radar? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › 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 › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST 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.

  8. Sep 2

    Is Robinhood Chain Reigniting Crypto’s Retail Economy?

    Crypto’s retail engine is turning back on, but can this new wave of onchain activity actually sustain itself? This week, the crew breaks down why Robinhood Chain, the meme-tokenized equity meta, and social trading are emerging as major growth drivers for crypto. We also dig into Uniswap’s surge, FOMO’s breakout potential, Ethena’s token reset, and whether crypto DATs can make a comeback. Enjoy! TIMESTAMPS: 00:00 Sentiment Check 03:45 Why Robinhood Trenches Are Exploding 10:10 Does The Meme-Equity Meta Have Legs? 16:17 Do Tokenized Equities Really Matter? 20:28 Is Robinhood Chain Priced In? 24:30 Ads (Token2049) 25:23 Can Base Catch Robinhood Chain? 28:48 Uniswap’s Robinhood Breakout 35:09 Is FOMO Crypto’s Breakout App? 49:02 Ethena Makes ENA Investable Again 56:25 Are Crypto DATs Back? 01:00:27 What Matters Into Year-End? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › 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 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.

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5
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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
    335
  • Rating
    Explicit
  • Copyright
    © 384141 Blockworks 2022
  • Show Website
    0xResearch

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