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Bitcoin’s Institutional Bid, Solana’s Memecoin Fallout, and HyperEVM | Analyst Round Table
1时03分11秒
02-20
Episode Summary
Voice Summary:
0:00:00

In this episode, our Blockworks Research analysts discuss Bitcoin’s new institutional buyers, current market sentiment, and Solana REV. They also dive into the current state of memecoins, and what the next phase, if any, looks like. Finally, they cover institutional development taking place in crypto, and the breaking news of HyperEVMs launch, as well as Monad’s testnet.


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.

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Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

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0xResearch needs your help! 


We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on?


To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd

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Follow Daniel: https://x.com/_dshap

Follow Marc: https://x.com/marcarjoon

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

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Timestamps:

(0:00) DAS NYC 2025

(5:27) Bitcoin's New Buyers & Market Sentiment

(17:00) Ledger Ad

(17:16) Solana REV, Memecoins, and Fundamental Plays

(27:24) Ledger Ad

(27:58) The Next Phase of Memecoins

(37:23) Institutional Development

(45:24) CryptoTax Ad

(45:55) HyperEVM & Monad's Testnet

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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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Next Episode
Solana’s Vibe Shift, Restaking, and Yapping About Kaito | Ian Unsworth

In this episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research to discuss restaking, compressed yields, and SIMD-228. We also dive into Solana’s vibe shift, Solana REV post TRUMP and LIBRA, and Unichain’s slow start. Finally, we end the episode with some yapping about Kaito, new high performance networks, and what does a restaking guy look like?


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://x.com/blockworksres/status/1880616152776552694


Kairos Research x Firstset: https://x.com/Kairos_Res/status/1886811200345817547

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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

--

Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

0xResearch needs your help! 


We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on?


To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd

--

Follow Ian: https://x.com/Ian_Unsworth

Follow Dan Smith: https://x.com/smyyguy

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

(1:54) Restaking, Compressed Yields & SIMD-228

(10:10) Solana's Vibe Shift

(20:57) Solana REV Post Trump & Libra

(32:09) Unichain's Launch

(34:28) dYdX Snippet

(39:24) Yapping About Kaito

(57:29) Kairos Research x Firstset

(1:00:47) New High Performance Networks

(1:14:18) Closing Comments

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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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

1时19分23秒 2025-02-24
Host
Single Episode:100
02-20