0xResearch Sam Martin and Dan Smith | Blockworks

Join us on 0xResearch as we interview Miguel Morel, Arkham's CEO. Unlike the traditional financial system, crypto is transparent and auditable. But, we need infrastructure that links wallets to specific identities (e.g. an exchange, pseudonym), or this transparency is just a list of alphanumerical accounts. That's why Arkham has built a platform to make tag wallets and on-chain data useful. Tune in as we explore Arkham and the implications for on-chain data in this deep dive!
And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, the rollup wars and Arbitrum's airdrop.
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Timestamps:
(00:00) Introduction
(01:08) Hot Seat/Cool Throne
(33:15) Blockworks Research
(34:14) Interview Start: Arkham
(47:22) Dissecting the USDC Depeg
(56:48) Making On-chain Data Useful
(59:12) FTX Liquidator Blunders
(1:04:45) How To Algorithmically Tag Wallets 
(1:09:50) Arkham’s Roadmap
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Follow Miguel: https://twitter.com/RealMiguelMorel
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Effort Capital: https://twitter.com/EffortCapital
Follow Westie: https://twitter.com/WestieCapital
Follow Blockworks Research: https://twitter.com/blockworksres

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Resources:
Arbitrum airdrop dashboard
https://dune.com/blockworks_research/arb-airdrop

Rollups Aren't Real (Jon Charbonneau)
https://joncharbonneau.substack.com/p/rollups-arent-real

Arkham
https://twitter.com/arkhamintel
https://www.arkhamintelligence.com/
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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.

Join us on 0xResearch with Joao Reginatto, the creator of USDC, as we discuss Circle's CCTP and its multichain vision. Learn how Circle's CCTP enables seamless cross-chain interactions, solving the security and UX issues that have plagued crypto. Joao explains why wallets and applications will integrate with CCTP and how Circle will bring native USDC to Cosmos. CCTP is the most exciting innovation in cross-chain infrastructure!

And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more!
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Timestamps:
(00:00) Introduction
(00:27) Hot Seat/Cool Throne
(27:55) Blockworks Research
(28:54) Interview Start: Circle's History
(40:38) USDC in a Multichain World
(46:13) Bridges and the Origins of CCTP
(56:43) USDC Monetization
(1:00:06) Is CCTP Permissionless?
(1:01:25) Integrations, Noble (Cosmos) and dYdX
(1:06:50) CCTP Use Cases
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Follow Joao: https://twitter.com/reginatto
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow David: https://twitter.com/EffortCapital
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:
Circle's CCTP
https://developers.circle.com/stablecoin/docs

Arthur Hayes BTC stablecoin article
https://blog.bitmex.com/dust-on-crust/

USDC Monitor dashboard
https://dune.com/blockworks_research/usdc-monitor
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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
- -
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.

On this week's episode of 0xResearch, Julien Niset and Alex Gluchowski join us to discuss how account abstraction, smart contract wallets and Layer 2s will 10x crypto's user experience. We explore how account abstraction works, the benefits and challenges, base layer (ETH L1) implementations and how Argent/zkSync are pushing these innovations forward. We also get a behind-the-scenes look at smart contract wallets, social recovery and more!

And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we discuss the top themes and narratives out of ETH Denver. This includes a host of new MEV innovations, EigenLayer hype and the zkEVM wars!
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Timestamps:
(00:00) The Analyst Roundup
(29:49) “Blockworks Research Ad”
(30:48) Interview with Julien and Alex
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Follow Alex: https://twitter.com/gluk64
Follow Julian: https://twitter.com/jniset
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Westie: https://twitter.com/WestieCapital
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:
How EigenLayer Supercharges ETH with Sreeram
https://spoti.fi/406bkgH

Ethereum Dashboard
https://dune.com/blockworks_research/eth

Relic Protocol
https://relicprotocol.com/

Argent
https://www.argent.xyz/
https://twitter.com/argentHQ

zkSync
https://zksync.io/
https://twitter.com/zksync
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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
- -
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.

On this week's episode of 0xResearch, Tim Beiko shares his insights on Ethereum's governance, client diversity, and roadmap. We delve into the importance of EIP4844, the UX improvement from single-slot finality, Ethereum's state growth problem, the rationale behind MEV burn, and more! Tim is one of the most knowledgeable people on Ethereum's roadmap - you won’t want to miss this one!

And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Frax's CPI-pegged stablecoin, the L2 wars, Base and Jump's counter-exploit against the Wormhole exploiter!
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Timestamps:
(00:00) Introduction
(00:36) Hot Seat/Cool Throne
(30:15) Blockworks Research
(31:14) Interview Start: Tim Beiko
(37:16) Ethereum’s Governance Process
(47:09) Client Diversity
(59:10) Shanghai, EIP4844 and Single Slot Finality
(1:04:40) MEV and PBS
(1:07:40) Stateless Ethereum
(1:10:14) Decentralized Sequencing and Fraud Proofs
(1:17:06) MEV Burn
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Follow Tim: https://twitter.com/TimBeiko
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Pibblez: https://twitter.com/0xpibblez
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/
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Resources:
Jump Executes Counter Exploit Against Wormhole Exploiter
https://www.blockworksresearch.com/research/we-do-a-little-counter-exploit

Ethereum.org
https://ethereum.org/en/
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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
- -
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, Lyn Alden explains macro markets and DeFi's shortcomings. Lyn is an absolute force in macro market analysis and is one of the few macro investors who understands crypto. In this conversation, we discuss if the Fed can manage a soft landing, if DeFi is only a closed loop of speculation, why smart contract protocols naturally centralize over time, the future of Bitcoin and more!

And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Blur's airdrop, Curve's future, the market rally and more!
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Timestamps:
(00:00) Introduction
(00:43) Hot Seat/Cool Throne
(29:12) Blockworks Research
(30:11) Interview Start: Lyn Alden
(30:29) The State of Macro Markets
(43:02) GBTC: a Good or Bad Product for BTC Exposure?
(45:19) DeFi’s Speculative Closed Loop
(50:57) The Promise of Stablecoins
(57:39) Tokenization of RWAs
(1:01:20) Bitcoin vs Smart Contract Platforms
(1:05:21) Bitcoin’s Longevity
(1:10:05) Ordinals and Bitcoin’s Blockspace
(1:14:47) Decentralized Social
(1:17:41) Using BTC to Buy a Cup of Coffee
(1:23:18) Headwinds Against Decentralization
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Follow Lyn: https://twitter.com/LynAldenContact
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Westie: https://twitter.com/WestieCapital
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/
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Resources:
Westie's protocol-specific stablecoin report
https://www.blockworksresearch.com/research/protocol-specific-stablecoins

Lyn Alden's website
https://www.lynalden.com/

The Problems with DeFi & Crypto (by Lyn Alden)
https://www.lynalden.com/defi-problems/
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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
- -
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 Ivan and Ilgiz from Gearbox to explore how Gearbox can offer traders up to 10x leverage while maintaining security and composability.

As usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the SEC's ruling against BUSD and if stablecoins are wrecked! If that's not for you, skip to the interview segment where we discuss Gearbox credit accounts, how to prevent protocol bad debt, attracting passive liquidity, GEAR value accrual and more. You won't want to miss this deep dive into one of the most innovative projects in DeFi!
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Timestamps:
(00:00) Introduction
(00:24) Hot Seat/Cool Throne
(20:47) Interview Start: Gearbox
(32:05) How Liquidations Operate
(37:55) Gas Fees and Deploying on L2s
(39:41) Preventing Protocol Bad Debt
(41:55) Liquid Staking Derivative Strategies
(47:15) What are Gearbots?
(52:30) Attracting Passive Liquidity
(56:58) Gearbox Governance
(1:00:11) GEAR Token Value Accrual
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Follow Ivan: https://twitter.com/ivangbi_
Follow ilgiz: https://twitter.com/apeir99n
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow David: https://twitter.com/EffortCapital
Follow 0xPibblez: 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:
Gearbox
https://gearbox.fi/
- -
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.