17 episodes

0xResearch is the show 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 two 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. 

0xResearch Sam Martin and Dan Smith | Blockworks

    • Business
    • 5.0 • 8 Ratings

0xResearch is the show 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 two 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. 

    A Journey Through Ethereum’s Roadmap | Westie

    A Journey Through Ethereum’s Roadmap | Westie

    In this week's episode of 0xResearch, Blockworks Research analyst Westie joins us to discuss Ethereum's roadmap. We start with the Shanghai upgrade, how the ETH withdrawal queue will work, what this means for ETH sell pressure and if we will see a rise in ETH staking rates. We then go deep, real deep, into Ethereum's long-term roadmap. This includes distributed validator technology, single secret leader elections, single slot finality and more! If you want to know what's coming and how Ethereum will scale to a billion users, this one's for you.
    - -
    Timestamps:
    (00:00) Introduction
    (01:11) Hot Seat/Cool Throne
    (32:16) Interview Start: Ethereum’s Roadmap
    (34:52) How Staked ETH Withdrawal Periods Will Work
    (42:12) Catalysts for Increased Staking Rates
    (44:21) How LSD Protocols Will Handle Withdrawals
    (46:51) Distributed Validator Technology (DVT)
    (50:26) Single Secret Leader Elections (SSLE)
    (53:16) Single Slot Finality
    (55:57) The Surge, EIP4844 and KZG Commitments
    (1:04:49) Data Availability Sampling (DAS)
    (1:10:28) Proposer Builder Separation (PBS)
    (1:16:21) MEV Burn
    - -
    Follow Westie: https://twitter.com/WestieCapital
    Follow Dan: https://twitter.com/smyyguy
    Follow Sam: https://twitter.com/swmartin19
    Follow Matt: https://twitter.com/MattFiebach
    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/
    - -
    Resources:
    Empire's Frax podcast with Sam Kazemian
    http://bit.ly/3x5Krg5

    RAI article
    https://dankradfeist.de/ethereum/2023/01/31/rai-crypto-experiment.html

    Westie's ETH Exit Queue thread
    https://twitter.com/WestieCapital/status/1613645213792366595

    Westie's MEV Markets podcast
    http://bit.ly/40C3MD8
    - -
    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.

    • 1 hr 23 min
    Is IST the DAI of Cosmos? | Inter Protocol

    Is IST the DAI of Cosmos? | Inter Protocol

    In this week's episode of 0xResearch, we bring on Zaki Manian, Youssef Amrani and Rowland Graus to discuss how Inter Protocol is building Cosmos' first [sustainable] decentralized stablecoin. We explore Inter Protocol's roadmap, IST's peg stability mechanics, how liquidation auctions work, IST's multichain strategy and more! Cosmos now has swaps (Osmosis), lending (Mars) and a native stablecoin (IST). Is Cosmos summer on the horizon? Tune in to find out.
    - -
    Timestamps:
    (00:00) Introduction
    (00:57) Hot Seat/Cool Throne
    (23:25) Solana’s Evolution by Flipside
    (26:31) “Chainalysis Ad”
    (27:31) Interview Start: Inter Protocol (IST)
    (36:19) Native USDC vs Bridged USDC
    (39:25) Minting IST and Build Boost
    (41:23) “Chainalysis Ad”
    (42:05) Minting IST and Build Boost
    (46:54) The Liquidation Process
    (53:16) Role of the Econ Committee
    (1:02:25) Encouraging Integrations Across Cosmos
    (1:04:15) Oracles, New Collateral Types and Liquidity
    - -
    Follow Zaki: https://twitter.com/zmanian
    Follow Youssef: https://twitter.com/youssef_amrani
    Follow Rowland: https://twitter.com/rowlandgraus
    Follow Dan: https://twitter.com/smyyguy
    Follow Sam: https://twitter.com/swmartin19
    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/
    - -
    Resources:

    Jon Charbonneau's Ethereum model
    https://twitter.com/jon_charb/status/1619705380875169794

    Inter Protocol
    https://inter.trade/

    Inter Protocol's Twitter
    https://twitter.com/inter_protocol

    Agoric
    https://agoric.com/

    Agoric's Twitter
    https://twitter.com/agoric
    --
    Chainalysis is the leading blockchain analytics company.

    Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.

    Visit Chainalysis.com/blockworks to learn more now.
    --
    Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.

    Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442
    - -
    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.

    • 1 hr 13 min
    Fuel, The Fastest Modular Execution Layer | John Adler

    Fuel, The Fastest Modular Execution Layer | John Adler

    In this week's episode of 0xResearch, John Adler joins us to discuss how Fuel is building the premier execution layer for the modular future. We start with the key differences between rollups and modular execution and why state growth (not call data) is what rollups should optimize. We then explore Fuel's unique UTXO model, the Sway programming language and Fuel's tradeoffs. Warning: this discussion gets technical, but this episode is loaded with insights you won't want to miss!
    - -
    Timestamps:
    (00:00) Introduction
    (01:05) Hot Seat/Cool Throne
    (15:54) Cosmos Ecosystem Voting by Flipside
    (19:15) “Chainalysis Ad”
    (20:10) Interview Start: John Adler
    (20:27) Rollups vs Modular Execution
    (25:58) Solving State Growth
    (34:01) “Chainalysis Ad”
    (34:42) UTXO Model & Parallel Execution
    (46:40) Fuel’s Tradeoffs
    (50:51) Sway vs Solidity
    (1:08:31) Ethereum’s Role in the Modular Future
    (1:10:07) Fuel’s Value Capture
    - -
    Follow John: https://twitter.com/jadler0
    Follow Dan: https://twitter.com/smyyguy
    Follow Sam: https://twitter.com/swmartin19
    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/
    - -
    Resources:
    tsunami finance
    https://tsunami.finance/

    Fuel
    https://www.fuel.network/

    Celestia
    https://celestia.org/
    --
    Chainalysis is the leading blockchain analytics company.

    Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.

    Visit Chainalysis.com/blockworks to learn more now.
    --
    Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.

    Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442

    Check out Flipside's Twitter for more info: https://twitter.com/flipsidecrypt
    - -
    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.

    • 1 hr 11 min
    How Sommelier Democratizes Portfolio Management | Zaki Manian, Sun Raghupathi

    How Sommelier Democratizes Portfolio Management | Zaki Manian, Sun Raghupathi

    In this week's episode of 0xResearch, we bring on Zaki Manian and Sun Raghupathi to discuss how Sommelier democratizes active portfolio management. We start with the underlying mechanics of Sommelier, including why they launched on Cosmos and Sommelier's multichain strategy. We then discuss Sommelier's staking mechanics, how to incentive strategists, bridge risks, why it's hard to build for Cosmos DeFi and more!
    - -
    Timestamps:
    (00:00) Introduction
    (01:04) Hot Seat/Cool Throne
    (14:46) “Chainalysis Ad”
    (15:26) Osmosis Liquidity Pool Flows by Flipside Insights
    (18:57) Interview Start: Sommelier
    (25:20) Bridge Risks and Security
    (27:34) Sommelier’s Investment Strategies
    (41:30) “Chainalysis Ad”
    (42:13) Why It's Hard to Build for Cosmos DeFi
    (46:35) Staking Reward Mechanics
    (51:40) How to Launch Sommelier Vaults
    (53:15) POV as a Sommelier Strategist
    (1:00:52) Insurance Experiments & Decentralization
    (1:04:00) The DAO Treasury Opportunity
    (1:05:37) Real USD Yield Strategy & Backtesting
    - -
    Follow Zaki: https://twitter.com/zmanian
    Follow Sun: https://twitter.com/callmesunn
    Follow Dan: https://twitter.com/smyyguy
    Follow Sam: https://twitter.com/swmartin19
    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/
    - -
    Resources:
    David's Cosmos DeFi Summer Twitter Thread
    https://twitter.com/EffortCapital/status/1613197333164093442

    Sommelier
    https://www.sommelier.finance/
    --
    Chainalysis is the leading blockchain analytics company.

    Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.

    Visit Chainalysis.com/blockworks to learn more now.
    --
    Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.

    Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442
    - -
    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.

    • 1 hr 9 min
    How EigenLayer Supercharges ETH | Sreeram Kannan

    How EigenLayer Supercharges ETH | Sreeram Kannan

    In this week's episode of 0xResearch, Sreeram Kannan explains how EigenLayer enables permissionless and modular innovation across all blockchain layers. We explore EigenLayer's ETH value accrual mechanism, slashing mechanics and economic incentives, novel data availability solutions, re-staking risks and more. EigenLayer might be the most underrated project in Ethereum right now. Tune in to find out why!
    - -
    Timestamps:
    (00:00) Introduction
    (01:10) Hot Seat/Cool Throne
    (15:51) Solana's Bonk by Flipside Insights
    (18:44) “Chainalysis Ad”
    (19:16) Interview Start: EigenLayer
    (35:05) LSD and Native Re-Staking
    (40:43) Slashing Mechanics
    (46:47) “Chainalysis Ad”
    (47:29) Pricing the Value of Decentralization
    (52:29) EigenLayer's role in a Modular Paradigm
    (58:57) EigenDA vs Other Data Availability Services
    (1:07:46) Does Re-Staking Overleverage ETH's Security?
    (1:12:43) Deployment Timeline
    (1:14:57) EigenLayer's Value Accrual
    - -
    Follow Sreeram: https://twitter.com/sreeramkannan
    Follow Dan: https://twitter.com/smyyguy
    Follow Sam: https://twitter.com/swmartin19
    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/
    - -
    Resources:
    EigenLayer
    https://www.eigenlayer.com/
    --
    Chainalysis is the leading blockchain analytics company.

    Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.

    Visit Chainalysis.com/blockworks to learn more now.
    --
    Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.

    Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442
    - -
    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.

    • 1 hr 19 min
    The LSD Liquidity Wars Are Here | 2023 Outlook

    The LSD Liquidity Wars Are Here | 2023 Outlook

    In this episode of 0xResearch, we discuss our top predictions for 2023. We debate the future of liquid staking derivatives (LSD), scaling via L3s and AppChains , why CLOB volumes will overtake AMMs and the Fat Application thesis. Join us as we break down the narratives that will take center stage in 2023!
    - -
    Timestamps:
    (00:00) Introduction
    (00:55) The LSD Liquidity War
    (11:22) LSD DEX Market Share by Flipside 
    (16:18) An OG Protocol Will Re-Launch as an L3
    (22:09) AppChains Everywhere
    (28:25) “Chainalysis Ad”
    (28:52) CLOBs vs AMMs
    (35:33) Rollups Still Need Training Wheels
    (41:56) Fat Applications & Gaming
    - -
    Follow Dan: https://twitter.com/smyyguy
    Follow Sam: https://twitter.com/swmartin19
    Follow Westie: https://twitter.com/WestieCapital
    Follow Pibblez: 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/
    - -
    Resources:
    Ethereum Asset Profile - Dune Dashboard
    https://dune.com/blockworks_research/eth
    --
    Chainalysis is the leading blockchain analytics company.

    Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.

    Visit Chainalysis.com/blockworks to learn more now.
    --
    Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.

    Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442
    - -
    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.

    • 44 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

Its F1 not McGlovin ,

Absolutely 5 star Crypto & Blockchain podcast!!!

I love this podcast!! If you want to 100x your crypto and blockchain game then this is the podcast for you!! They do great deep dives into various crypto projects, insights on blockchain protocols, bring you hot news updates regarding everything in crypto and DeFi and they have some of the best people in the space on the pod!!! Listening to this podcast the last few months has 100% leveled up my game in crypto and even helped me qualify for an airdrop with the alpha they dropped on an episode awhile back!!! Definitely one of my fav podcast and I highly recommend if your a degen or a newbie wanting to learn more!! Great pod and hope this stays around for a long time!!!

DaveyJonesLockerr ,

GREAT pod

I love this podcast. Super in the weeds, just what I was looking for!

0xBanger ,

Banger

I love this podcast. These guys are so smart and clearly have their fingers on the market’s pulse. I am going to subscribe to Blockworks Research.

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