Indexed Podcast

Indexed Podcast

Hi! 👋 We are 3 data nerds here to chat trendy metrics, chart crimes in web3. We hope to bring you deep dive of the topics with data-driven insights, and bring more transparency to the crypto industry! Let us know your opinions under each episode, and the topics you'd like to hear from us! Follow us on X: Indexed: https://twitter.com/indexed_pod Hildobby: https://twitter.com/hildobby Boxer: https://twitter.com/0xBoxer Danning: https://twitter.com/sui414 And our website: indexedpod.com

  1. 13h ago

    The RWA Boom: How Much Is Actually Being Used?

    The RWA Boom: How Much Is Actually Being Used? | Meta In today's episode, we're joined by meta to explore the real-world asset (RWA) market through DeFiLlama’s dashboards. Putting an asset onchain and getting people to use it. We unpack how to measure that difference, why RWA metrics vary between platforms, and what trading activity can tell us about demand. We discuss: The biggest RWA asset classes and issuersHow tokenized assets are classifiedPermissioned versus permissionless assetsWhy KYC requirements can restrict tradingAUM, onchain value, active assets and DeFi TVLAsset growth versus rising underlying pricesRWA perpetuals, open interest and trader attentionFiltering artificial trading volumeWhy “RWA” might cover too many different thingsAnd much more—enjoy! —Timestamps:(00:00) Introduction(07:52) DeFiLlama’s RWA Dashboard Tour(12:23) Biggest RWA Categories And Issuers(19:54) Classifying Tokenized Assets(23:15) KYC And Trading Restrictions(26:25) AUM, TVL And Active Assets(34:16) Measuring Real RWA Demand(43:42) Asset Growth Or Price Gains(44:27) RWA Perps And Open Interest(47:18) What Traders Are Betting On(50:57) Filtering Artificial Trading Volume(59:09) What Does RWA Actually Mean? —Follow meta:https://x.com/themetaisok— Content links:DeFiLlama RWA Dashboard: https://defillama.com/rwaDeFiLlama RWA Perps Dashboard: https://defillama.com/rwa/perps— Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414 Follow the Indexed Podcast:https://x.com/indexed_pod —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show! —DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers' views. We are acting independently of our respective professional roles.

  2. Oct 22

    Is Ethereum Printing Too Much ETH? | Jerome de Tychey

    Ethereum pays validators with newly issued ETH but how much is actually needed to keep the network secure?  In today’s episode, we’re joined by Jerome de Tychey to explore whether Ethereum could reduce issuance without compromising security. We unpack the debate around EIP-8363, why it was withdrawn from consideration for Hegotá, and what changing staking rewards could mean for ETH holders, solo stakers, and DeFi. We discuss: How Ethereum’s issuance and fee burns workThe case for changing staking rewardsEIP-8363 and the pushback it receivedEthereum’s transition toward post-quantum securityWhether staking competes with productive DeFi activityCould lower yields push capital into other chains?How excessive staking could make network capture harder to contestWhat dilution and taxes mean for solo stakersAnd much more—enjoy! —Timestamps:(00:00) Introduction(02:50) How Ethereum creates new ETH(06:52) ETH issuance versus fee burns(10:04) EIP-8363’s proposed rewards curve(11:36) Why EIP-8363 was withdrawn(12:06) Ethereum’s post-quantum transition(23:19) Staking through market cycles(34:43) Is staking competing with DeFi?(35:47) Could lower yields drive exits?(41:30) Security, centralization, and network capture(47:51) Solo staking, taxes, and dilution(58:11) Ethereum’s long-term trade-offs —Follow our guest:Jerome de Tychey:https://x.com/jdetychey— Links:Sharing EIP-8363:https://x.com/jdetychey/status/2084638778677751889?s=20 Withdrawing EIP-8363 from consideration for Hegotá:https://x.com/jdetychey/status/2105592200696607103 Ethereum upgrades tracker:https://forkcast.org/ —Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414 Follow the Indexed Podcast:https://x.com/indexed_pod —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show! —DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

  3. Oct 1

    The Memecoin War: Can Robinhood Challenge Solana?

    Memecoins are back but the battle for traders looks different this time. Today we're joined by onchain analyst Adam Tehc to unpack how FOMO, Robinhood Chain and a new wave of launchpads are reshaping the market. From public profit screenshots to memecoins paired with tokenized Nvidia shares, what's driving the resurgence and can it last? We discuss: FOMO vs Axiom vs GMGN: the fight for trading market shareRobinhood Chain’s rise—and what it means for SolanaWhy simpler trading apps are bringing memecoins backApple Pay onboarding and trading across chainsHow unrealized profits fuel the FOMO loopPump.fun’s push into social tradingTrading fees, referral rewards and who gets paidMemecoins paired with tokenized stocksLaunchpad tokens and the incentives behind their growthWhat wallet activity can—and can’t—tell us about adoptionFinancial nihilism, speculation and the attention economyAnd much more—enjoy! —Timestamps:(00:00) Introduction(00:42) Meet Adam Tehc(02:54) The Trading App Wars(06:52) Robinhood vs Solana(10:06) Why Memecoins Came Back(15:09) How FOMO Works(20:48) Trading Without Bridging(24:41) Fees and Referral Rewards(26:46) Memecoins Meet Tokenized Stocks(34:35) Tracking the Launchpad Explosion(37:36) New Users or Returning Traders?(41:48) Are Memecoins Here to Stay? — Links: https://dune.com/adam_tehc/fomo https://dune.com/adam_tehc/trading-terminals https://dune.com/adam_tehc/the-robinhood-trenches https://dune.com/adam_tehc/memecoin-wars — Follow Adam Tehc:https://x.com/Adam_Tehc Explore Adam’s dashboards:https://dune.com/adam_tehc Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414 Follow the Indexed Podcast:https://x.com/indexed_pod —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show! —DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

  4. Sep 24

    Tempo's Big Bet: Better Payments beyond Stablecoin Transfers

    Tempo's Big Bet: Better Payments beyond Stablecoin Transfers Today we're joined by Mallesh Pai Forward Deployed Researcher and Recovering Economist at Tempo to dive into what it takes to build a blockchain specifically for payments. We discuss: What is Tempo?Why payments need dedicated infrastructureMicropayments and agentic paymentsStablecoins beyond simple transfersEnterprise payment use casesSupporting multiple stablecoinsPredictable fees and payment railsTempo’s transaction architectureOnchain payment dataStablecoin supply and activityMeasuring payment networksTempo’s design tradeoffsAnd much more—enjoy!—Timestamps:(00:00) Introduction(02:11) What is Tempo?(06:07) Micropayments and new use cases(15:02) Agentic payments(16:50) Enterprise payment infrastructure(29:53) Supporting multiple stablecoins(32:17) Predictable transaction fees(36:45) Diving into Tempo data(47:57) Stablecoin activity(50:18) Real-world payment patterns(53:32) Beyond TVL metrics(56:33) Tempo’s design tradeoffs—Follow the guest:https://x.com/malleshpai Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414 Follow the Indexed Podcast:https://x.com/indexed_pod—Content links: https://dune.com/tempodata/tempo-rolling-30-day-stablecoin-transfer-volume https://dune.com/tempodata/tempo —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

  5. Sep 8

    Who exactly is betting on prediction markets?

    Prediction Markets: Inside Polymarket, Kalshi, Bots & User Behaviour Today we're joined by James Dye, full node researcher at Surf AI, to dive deep into prediction markets and the data behind Polymarket and Kalshi. We discuss: Polymarket vs KalshiCrypto markets driving volumePolymarket US growthPrediction market turnoverSports and crypto fee enginesPolymarket user growth and churnWhich markets onboard users?Geopolitics and user retentionCross-category user behaviourBots vs retail tradersWho actually makes money?Prediction markets’ futureAnd much more—enjoy!—Timestamps:(00:00) Introduction(00:44) James Dye and Surf AI(03:19) Prediction market data(06:07) Polymarket vs Kalshi(10:23) Polymarket US growth(12:20) Turnover and fee engines(19:33) User growth and churn(23:32) What onboards new users?(27:39) Retention by market(30:05) Cross-category user behaviour(33:10) Bots vs retail traders(43:20) Who actually makes money?(46:10) Prediction markets’ future—Content links:https://x.com/DaiZeshi/status/2036902219556213058?s=20 https://panteraresearchlab.xyz/research/crypto-on-the-clock/ https://panteraresearchlab.xyz/research/2026-h1-report-flash-boys-or-superforecasters/ —Follow the guest:https://x.com/DaiZeshi— Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414 Follow the Indexed Podcast:https://x.com/indexed_pod—The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

  6. Aug 20

    How Canton Unlocks Institutional DeFi with Ethereum

    Zenith Brings Ethereum to Canton Today we're joined by Norbert Vadas, Head of Product at Zenith, to explore how Ethereum compatibility is coming to Canton and what that means for institutional finance. In this episode we're discussing: What Zenith is building on CantonCanton’s privacy-first architectureDAML and Canton smart contractsWhy EVM compatibility mattersBridging Canton assets into EthereumCIP-56 assets explainedUnified liquidity for institutional assetsBringing DeFi to CantonRollup-inspired architectureState management and scalabilityInstitutional adoption and real-world assetsMainnet roadmap and what's nextAnd much more—enjoy! — Timestamps: (00:00) Introduction(00:51) What is Zenith?(04:04) Norbert's background(06:02) Why build Zenith?(08:22) Understanding DAML(12:45) Why EVM compatibility?(17:14) CIP-56 assets explained(27:43) How Zenith executes(39:13) RWA lending example(42:15) Bringing DeFi to Canton(45:58) State growth & scalability(50:14) Who is using Zenith?(56:46) What's next?(1:01:28) Mainnet roadmap(1:03:24) Outro — Guest links: https://x.com/NorbertVadashttps://x.com/ZenithFdnhttps://www.linkedin.com/company/zenithfoundation Follow the co-hosts: https://x.com/hildobby https://x.com/0xBoxer https://x.com/sui414 Follow the Indexed Podcast: https://x.com/indexed_pod — The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show! — DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

  7. Jul 22

    Robinhood Just Changed Crypto Forever? Inside Their New Blockchain

    Today we're joined by Tom Wan, Head of Data at Entropy Advisors, and Ali, Data at Entropy Advisors to break down one of crypto's biggest infrastructure launches of the year: Robinhood Chain. We dive into why Robinhood chose Arbitrum as its blockchain infrastructure, how the partnership actually works behind the scenes, and what this means for the future of tokenized real-world assets. We also explore early onchain data, blob usage, revenue sharing, Ethereum economics, and whether Robinhood could become the everything-app for finance. We discuss:  Why Robinhood launched its own blockchain  Robinhood's partnership with Arbitrum explained  Blockchain infrastructure vs distribution  Tokenized RWAs and Robinhood's vision  Early Robinhood Chain adoption metrics  Memecoins vs real-world assets  Robinhood app UX and chain abstraction  Blob usage and Ethereum settlement  Robinhood Chain revenue sharing  Ethereum vs Arbitrum economics  The future of tokenized finance  What's next for Robinhood Chain And much more—enjoy! — Timestamps: (00:00) Introduction (01:10) Why Robinhood built a chain (09:20) Blockchain as infrastructure (21:26) Memes vs RWAs (23:39) Robinhood user experience (31:25) Chain abstraction explained (44:14) Robinhood blob dominance (45:19) Revenue sharing model (47:16) Arbitrum economics (48:18) Future of Robinhood Chain (51:03) What's coming next (53:09) Outro —Content links:https://x.com/adam_tehc/status/2075565893179113493?s=46&t=CgOOIjEz_uRbAZFFRLsgAg https://x.com/jonbma/status/2077097764488359972?s=20 https://x.com/Adam_Tehc/status/2077092599278846159?s=20 https://x.com/EntropyAdvisors/status/2077833176827805901?s=20 https://arbdata.com/ecosystems/robinhood— Follow the guests: https://x.com/tomwanhh https://x.com/AliTslm Follow the co-hosts: https://x.com/hildobby https://x.com/0xBoxer https://x.com/sui414 Follow the Indexed Podcast: https://x.com/indexed_pod — The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show! — DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

  8. Jul 16

    The Manipulation of 5min BTC Price on Polymarket

    The Manipulation of 5min BTC Price on Polymarket Today we're joined by Ruizhe Jia, Assistant Professor at Stanford University, to unpack one of the most fascinating market structure discoveries in crypto this year. We dive into new research showing how Polymarket's 5-minute Bitcoin prediction markets may be creating incentives to manipulate BTC's spot price at settlement.  We discuss who actually trades these markets, why sophisticated traders exploit them, how market makers react, and what this means for the future of prediction markets and programmable finance. We discuss: Stanford's research into crypto market structureWhy 5-minute BTC markets existWho actually trades these prediction markets?Evidence of BTC price manipulation around settlementHow sophisticated traders exploit PolymarketMarket makers adapting to manipulationWhy retail may be at a disadvantageBinary options vs prediction marketsCan prediction markets become more efficient?The future of programmable financial infrastructureAnd much more—enjoy! —Timestamps: (00:00) Introduction (01:06) Why Stanford studies crypto (05:27) The 5-minute BTC market (09:00) Who trades these markets? (13:22) Can traders exploit them? (15:45) The manipulation research (21:05) How BTC price gets moved (30:30) Why market makers profit (38:25) Why manipulation works (41:25) Retail's hidden disadvantage (45:18) Are these markets useful? (49:43) Future of prediction markets (54:38) Final thoughts —Content links: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=7028398 https://x.com/RuizheJia/status/2074615729333374981?s=20 https://x.com/sui414/status/2074650268927742307?s=20 https://panteraresearchlab.xyz/research/crypto-on-the-clock/ —Follow the guest: https://x.com/RuizheJia Follow the co-hosts: https://x.com/hildobby https://x.com/0xBoxer https://x.com/sui414 Follow the Indexed Podcast: https://x.com/indexed_pod —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414. Subscribe/follow the show and leave a comment to help us grow the show! —DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

Ratings & Reviews

5
out of 5
3 Ratings

About

Hi! 👋 We are 3 data nerds here to chat trendy metrics, chart crimes in web3. We hope to bring you deep dive of the topics with data-driven insights, and bring more transparency to the crypto industry! Let us know your opinions under each episode, and the topics you'd like to hear from us! Follow us on X: Indexed: https://twitter.com/indexed_pod Hildobby: https://twitter.com/hildobby Boxer: https://twitter.com/0xBoxer Danning: https://twitter.com/sui414 And our website: indexedpod.com

You Might Also Like