0xResearch Sam Martin and Dan Smith | Blockworks

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.
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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
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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

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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
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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
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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.

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.
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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
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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/
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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
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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.
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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
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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.

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!
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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
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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/
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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
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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.

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!
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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
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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/
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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
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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.

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!
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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
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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/
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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.

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!
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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
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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/
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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.