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

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

(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.