In this episode, our Blockworks Research analysts discuss the launch of Trump’s memecoin, Solana’s boom in activity, and the SIMD 228 proposal. They also dive into the Base ecosystem, ETH blobs, and the Coinbase x Morpho partnership.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
SIMD 228: Reducing SOL’s Inflation: https://app.blockworksresearch.com/flashnotes/simd-228-reducing-sol-s-inflation
Base DEX Volume: https://x.com/smyyguy/status/1881417994322214985
Coinbase x Morpho: https://x.com/MorphoLabs/status/1879903267146309805
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Join us at DAS NYC 2025! Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york
--
Follow Carlos: https://x.com/0xcarlosg
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:39) Trump's Memecoin Launch
(11:58) Ads (SKALE, Ledger)
(12:38) Solana's Immense Rise in Activity
(28:41) Solana's Liveness Struggles
(35:56) Prioritizing Token Holders vs Stakers
(42:07) Understanding SIMD 228
(47:56) Ads (SKALE, Ledger)
(49:12) The Base Ecosystem
(57:54) Where Are ETH Blobs Going?
(1:07:01) Coinbase X Morpho Partnership
(1:18:51) Closing Thoughts
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we’re joined by Lei and Namik from MegaETH! We discuss what it means to be a “real-time blockchain”, MegaETH’s architecture, and the current state of L2s. Additionally, cover MegaMafia, and their fundraising efforts on Echo. Finally, we end the episode by asking - who’s your biggest competitor?
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Special thanks to our sponsor, dYdX!
Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX
--
Follow MegaETH: https://x.com/megaeth_labs
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--
Timestamps:
(0:00) Introduction
(2:21) What is a Real-Time Blockchain
(8:35) MegaEth Architecture
(18:58) The Current State of L2s
(26:53) dYdX Snippet
(30:13) MegaMafia
(37:33) Raising on Echo
(39:40) Mistakes Made Along the Way
(42:17) MegaEths Biggest Competitor
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, our Blockworks Research analysts discuss the current state of Ethereum! They cover Ethereum’s REV, the OP Collective’s business model, and the L1 to L2 relationship going forward. Additionally, they dive into Ethereum DA, and the splintering of the Ethereum community. Finally, they discuss the impact ETF flows might have on ETH in 2025.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Follow 0xMims: https://x.com/0xMims
Follow Dan: https://x.com/smyyguy
Follow Marc: https://x.com/marcarjoon
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(3:29) What is the Bull Case for ETH?
(10:21) Ethereum REV
(21:05) The OP Collective's Model vs Ethereum
(24:24) The L1 to L2 Relationship Going Forward
(33:21) SKALE Ad
(34:04) Ethereum DA
(44:11) Ethereum Community and ETF Flows
(55:31) Closing Comments
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we’re joined by Max from HyperActive, Omnia from Kinetiq, and Tolks to discuss all things Hyperliquid! We covered the early days of Hyperliquid, competition with Solana, and Hyperliquid’s growth thus far. Finally, we dove into whether or not Hyperliquid is an L3, and the bear cases for Hyperliquid going forward.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Follow Max: https://x.com/fiege_max
Follow Omnia: https://x.com/0xOmnia
Follow Tolks: https://x.com/_tolks
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(3:49) The Early Days of Hyperliquid
(12:18) Solana's Competition & Hyperliquid's Growth
(25:26) Is Hyperliquid an L3?
(33:18) Hyperliquid's Bear Case
(43:44) Building in the Hyperliquid Ecosystem
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we discuss recent market activity, Virtuals revenue, and the stickiness of PumpFun. Finally, we reset, and looked into activity on Bitcoin and Ethereum, and gave our outlooks for each asset in 2025.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Bitcoin December 2024 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-december-2024-update
Ethereum December 2024 Update: https://app.blockworksresearch.com/flashnotes/ethereum-december-2024-update
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER device now and build confidently, knowing your precious tokens are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Follow Marc: https://x.com/marcarjoon
Follow Dan: https://x.com/smyyguy
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:37) Market Outlook
(8:16) Virtuals Revenue Numbers
(13:54) The Stickiness of PumpFun
(22:41) SKALE Ad
(23:23) Ledger Ad
(23:57) Bitcoin's Outlook in 2025
(37:26) Ethereum's Market Dominance
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we’re looking back on 2024! We cover our biggest mistakes, what we would have done differently, airdrop feedback loops, chasing beta, and more!
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Follow EffortCapital: https://x.com/EffortCapital
Follow 0xMims: https://x.com/0xMims
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.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/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:51) Not Farming Hyperliquid
(10:53) Not Having Fun Onchain
(17:12) Not Coping Enough
(20:25) The Next Big Thing Will Start Off as a Toy
(27:02) SKALE Ad
(27:44) Underestimating Degen Capital
(34:21) How Should Airdrops Work?
(47:49) Whole Space?
(52:34) Don't Chase Betas
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, our Blockworks Research analysts discuss current market sentiment, network REV, and the Sui MEV scene. Finally, they close out the episode with their thoughts on how the AI sector has evolved, and where it might be headed next.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Follow Dan Smith: https://x.com/smyyguy
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.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/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:41) Current Market Sentiment & Takeaways
(12:10) Checking Network REV by Chain
(29:26) SKALE Ad
(30:08) The Sui MEV Scene
(39:25) The AI Meta's Evolution
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Blockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-theses
Putting a Premium on Stability: https://app.blockworksresearch.com/research/putting-a-premium-on-stability
Suilend: Sui’s DeFi Hub: https://app.blockworksresearch.com/flashnotes/suilend-sui-s-de-fi-hub
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
Follow Luke: https://x.com/0xMether
Follow Carlos: https://x.com/0xcarlosg
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(3:08) Looking Ahead to 2025
(11:07) AI Agents and the Next Wave of Influencers
(24:01) Skale Ad
(24:43) Chaos Ad
(25:16) Ethena Keeps Rolling in 2025
(34:24) Stablecoin Supply Skyrockets
(46:45) The Next Generation of L1s
(53:30) Final Thoughts
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we discuss the launch of PENGU, Solana’s ability to continue accelerating, and the problems faced by PerpDEXs. We also unpack what is happening on Filecoin before closing the episode with thoughts on the notorious hot ball of money.
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
Resources
Filecoin’s Inflection: https://x.com/blockworksres/status/1868725847894724964
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin.
GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi.
Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting https://glif.io/ today!
--
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(2:15) PENGU Launch
(9:05) Can Solana Continue Accelerating?
(17:13) Perps Are Not Working Onchain
(36:10) Skale Ad
(36:52) Chaos Ad
(37:25) Glif Ad
(37:58) What's Happening on Filecoin?
(50:00) The Hot Ball of Money
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, our Blockworks Research analysts discuss the recent market pullback, and ETH’s performance so far this cycle. They also dove into Hyperliquid’s valuation, what Monad, Berachain, and MegaETH are building, and asked themselves - will there be an EVM Renaissance?
Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
--
GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin.
GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi.
Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting https://glif.io/ today!
--
Follow Dan: https://x.com/smyyguy
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.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/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(1:57) Crypto Markets Get Obliterate
(8:30) Will ETH Make New Highs
(17:32) SKALE Ad
(18:14) Chaos Labs Ad
(18:47) GLIF Ad
(19:21) Hyperliquid's Valuation
(32:50) Will There Be An EVM Renaissance?
--
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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.