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. MAR 26

    The RWA Reality Check

    In today's episode, we're joined by JW from Nexus Data Labs for a deep dive into the current state of RWAs, onchain data, and where real usage actually stands. We discuss:  JW’s path from TradFi credit to onchain analytics  Building Nexus Data Labs and the legacy of OurNetwork  The reality behind RWA growth vs headlines  Why most RWA stablecoins sit idle  The missing piece: DeFi composability  Permissioned vs permissionless token constraints  Tokenized funds, treasuries, and actual usage  Prediction markets growth and Polymarket dominance  Hidden revenue dynamics of stablecoin collateral  Polymarket’s impact on Polygon usage  Onchain data gaps and the rise of crypto data analysts  The convergence of TradFi and crypto skillsets And much more—enjoy! — Timestamps: (00:00) Introduction (03:14) JW background, TradFi to crypto (07:31) Nexus Data Labs vision (11:05) RWA high-level overview (12:25) Idle stablecoin capital problem (15:01) Permissioned vs DeFi usage (17:11) Why tokenization needs utility (21:16) Institutional constraints, KYC (27:03) TradFi meets DeFi data (32:22) Prediction markets growth (37:05) Polymarket revenue mechanics (47:13) Polymarket dominance on Polygon (01:04:21) Outro—Content links: https://x.com/JW_Seoul/status/2032104556335632786?s=20 https://x.com/NexusDataLabs/status/2035025715435819394?s=20 https://substack.com/@nexusdata —NEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0 And our new website is live:  https://indexedpod.com  —Follow the guest:https://x.com/JW_Seoul https://x.com/NexusDataLabs 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.

    1h 8m
  2. MAR 12

    The Problem with DeFi Integrations

    Today we’re joined by Andrew Hong, Co-Founder of Herd, Advisor at Archetype, and former Headmaster at Dune. In this episode, we discuss: Leaving Dune to start HerdComposability in the age of AI agentsWhy crypto due diligence doesn’t scaleMorpho vault complexity & operational riskAI agents for contract researchTwo-sided marketplace: protocols & institutionsHooks, adapters, and modular vault designWallet policies & multisig risk managementInstitutional DeFi integrations (Coinbase, BlackRock)Agent-to-agent payments: hype vs realityWhy crypto needs “boring” infraAI replacing crypto analysts?And much more—enjoy!—Timestamps:(00:00) Introduction(01:08) Leaving Dune, starting Herd(03:16) Agent research inbox vision(05:14) Institutional crypto adoption challenges(08:16) From aggregation to operations(10:21) Protocols vs institutions marketplace(14:11) Mapping contracts & transactions(21:48) One-shot integrations with AI(24:32) Vault adapters & hidden permissions(30:49) Security vs operational risk(34:30) Uniswap hooks & modular design(41:07) Agent payments skepticism(53:12) AI replacing analysts?(57:50) Outro—Content links:https://bit.ly/4sgi1uThttps://bit.ly/4b8wt28https://bit.ly/4rqEWlQ —NEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0 And our new website is live:  https://indexedpod.com Follow the guest:https://x.com/andrewhong5297https://x.com/herd_eco 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.

    58 min
  3. FEB 26

    The Hidden Risks of Crypto Bridges



    Today we’re joined by Luca Donnoh, Head of Research at L2BEAT, to dive deep into interoperability, bridging risk, and the hidden trust assumptions behind cross-chain assets. In this episode we’re discussing: - Luca’s background and path into crypto - The L2 roadmap debate and Ethereum’s direction - The new L2BEAT interoperability dataset - Research goals behind the interop dashboard - Lock & mint vs burn & mint bridges - Intent-based bridging and counterparty risk - Liquidity providers and bridge execution risk - Canonical vs non-canonical tokens - Wrapped asset systemic risk - Multi-chain token configurations (LayerZero-style) - Bridge exploits and historical failures - The future of rollups, shared stacks & competition And much more—enjoy! — Timestamps: (00:00) Introduction (01:05) Luca’s crypto background (04:36) Latest L2BEAT project (13:20) Rollup value proposition (16:08) L2 roadmap hot takes (20:22) Interop dataset overview (23:19) Research goals explained (29:45) Non-mint bridging model (35:24) Lock & mint mechanics (38:47) Non-issuer token bridging (44:31) Bridge aggregator UX (52:12) Risky token examples (57:03) Multi-chain failure risks (1:01:12) Closing thoughts — Content links: https://l2beat.com/interop/summary — NEW: Join the Indexed Pod group chat: https://t.me/+Jmox7c6mB8AzOWU0 And our new website is live: https://indexedpod.com — Follow the guest: https://x.com/donnoh_eth 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.

    1h 3m
  4. FEB 16

    Who is the leading crypto payment card?

    Today we’re joined by Dash, Janitor and Co-Founder at Paymentscan. In this episode we’re discussing:- Dune as the new frontend for data- Onchain vs API data confusion- Polymarket vs Kalshi data transparency- Notional volume vs real volume- Open interest spikes explained- Sports dominance in prediction markets- Data plumbing vs product narratives- Crypto payment cards landscape- Privacy tradeoffs in onchain payments- Stablecoin usage across cards- Cashback incentives and token risk- Building Paymentscan.xyz And much more—enjoy!—Timestamps:(00:00) Introduction(04:57) Dune as frontend(06:21) Onchain data confusion(11:20) Polymarket vs Kalshi data(17:22) Notional vs volume(21:13) Data transparency tradeoffs(21:35) Open interest spike(24:31) Sports market dominance(24:53) Crypto payment cards(29:28) Public vs private settlement(31:11) Payment privacy concerns(36:17) Card usage metrics(44:15) Cashback token incentives(46:11) Outro—Content links:Dashboard:https://dune.com/datadashboards Payments database:https://paymentscan.xyz—NEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0—Follow the guest:https://x.com/datadashboards 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.

    47 min
  5. FEB 5

    Demystifying Prediction Markets Beyond Volume Charts

    In today’s episode, we're unpacking what’s really driving prediction markets and how to think about them as information and distribution systems, not just gambling venues. We discuss: Polymarket vs Kalshi: onchain vs offchain tradeoffsDistribution advantages and partnershipsLiquidity, market making, and arbitrage dynamicsWhy volume alone is misleadingSports betting vs long-duration marketsFees, incentives, and wash trading concernsU.S. regulation and launch implicationsPrediction markets as news and truth-discovery toolsThe long arc from Augur to todayAnd much more—enjoy! — Timestamps: (00:00) Introduction (01:50) Prediction markets return (05:16) Offchain vs onchain (09:37) Kalshi distribution edge (13:23) US legality questions (17:50) Market timing mechanics (22:19) Market creation debates (30:19) API delays and arbitrage (32:55) Liquidity and market makers (34:27) User growth questions (36:00) Prediction markets as news (39:11) From Augur to now (40:07) Outro —Content links:Dashboard: https://dune.com/datadashboards/prediction-markets https://brier.fyi/ https://calibration.city/calibration Slides: https://bit.ly/45Hlzxa  —Content links:Jobs board:  https://bit.ly/4sEVMj3 —NEW: Join the Indexed Pod group chat: https://t.me/+Jmox7c6mB8AzOWU0 —  Follow the guest: https://x.com/hobey —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.

    41 min
  6. JAN 16

    Did Ethereum Really Solve the Trilemma?

    In today’s episode, we discuss Vitalik's recent comments on zero-knowledge technology and the scalability trilemma. The three of us unpack what’s actually changed since 2017, how advances like data availability sampling and zkEVMs reshape Ethereum’s execution and verification model, and whether these developments meaningfully alter the decentralization–security–scalability trade-offs. We discuss: Ethereum’s original scalability trilemmaWhy the trilemma existed in 2017Ethereum vs Solana trade-offsDecentralization vs throughputWhat data availability sampling really doesBLOBs, L2s, and scaling EthereumzkEVMs and execution offloadingProver markets and new supply chainsDoes ZK “solve” the trilemma?Trust, security, and financial infrastructureCelestia, EigenDA, and DA competitionWhere blockspace actually mattersCrypto data jobs and hiring trendsAnd much more—enjoy! —Timestamps:(00:00) Introduction(02:47) Trilemma explained(05:23) Ethereum vs Solana(07:28) ZK tech overview(09:29) Data availability(10:48) zkEVM execution(12:54) Solving trilemma?(15:03) Trust and security(20:09) Stablecoins on Ethereum(25:03) Celestia DA hype(31:40) Crypto data jobs(35:02) Job market outlook(38:09) Outro—Content links:Jobs board —NEW: Join the Indexed Pod group chat: https://t.me/+Jmox7c6mB8AzO WU0 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.

    39 min
  7. JAN 6

    Is 2026 DePIN's year?

    In today’s episode, we’re diving deep into DePIN with Dylan Bane, Prince of DePin at Messari. We discuss: What DePIN actually is and why it mattersHardware vs software DePIN modelsThe major DePIN categories and leading protocolsCompute, storage, connectivity, sensor, and energy networksWhy DePIN is one of the few crypto sectors with real revenueOnchain revenue verification and credibilityWho is actually making money in DePIN todayHelium’s revenue, buybacks, and valuationEnergy-focused DePIN as a 2026 breakout themeDePIN’s role in physical AI, robotics, and data collectionInfraFi and financing layers built on DePIN cash flowsWhy DePIN may outperformAnd much more—enjoy! — Timestamps: (00:00) Introduction (05:06) What is DePIN? (10:12) DePIN categories (18:25) DePIN revenue today (23:40) Onchain verification (29:38) Who makes money (34:52) Helium economics (41:23) Energy DePIN thesis (44:39) Robotics and AI (46:53) InfraFi opportunity (48:16) Outro —Content links:https://depinpulse.app/ https://stg.depin.ninja/https://x.com/hosseeb/status/1877009623250792892?s=20 —Follow the guest:https://x.com/dylangbane NEW: Join the Indexed Pod group chat: https://t.me/+Jmox7c6mB8AzO WU0 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.

    49 min
  8. 12/25/2025

    Year End Review: State of Crypto

    In today's episode, we're reflecting on 2025. We discuss: - Are blockchains ready for real world adoption? - TPS vs throughput: what matters more? - Solana’s pressure test via $TRUMP - Agentic trading platform Hype and AI bots in crypto - Uni unification, Morpho vaults, and the Aave governance controversy - Prediction markets take center stage: Polymarket and Kalshi - Perp DEX explosion post-Hyperliquid - Stablecoin supply: Ethereum still leads - Revenue across chains: Hyperliquid dominates, but Solana and Tron surprise And much more—enjoy! — Timestamps: (00:00) Introduction (01:00) Are blockchains real-world ready? (05:06) TPS vs throughput needs (12:05) Decentralization vs scalability tradeoff (20:06) Solana’s $TRUMP stress test (25:25) Agentic trading bots rise (27:34) Uni unification and DeFi (33:02) AAVE front-end fee fight (34:07) Morpho vaults and risks (40:15) Rise of prediction markets (45:10) Stablecoin supply by chain (47:58) Revenue leaders: Hyperliquid, Tron (52:34) Solana app revenue dominance (1:01:31) Outro — 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.

    1h 2m

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

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