0xResearch

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318

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Jul 2026

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About the show

0xResearch is for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space. Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get daily alpha and insights from the Blockworks Research team. Subscribe to the 0xResearch newsletter: https://blockworks.co/newsletter/0xresearch Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

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60 recent

July 3, 202652 min

The New Stablecoin Race, Hyperliquid’s Growth & Solana’s Revival

In this episode, we discuss Strategy's updated capital framework, the launch of Open Standard's consortium-backed stablecoin, Robinhood's latest crypto product announcements, Hyperliquid's priority fee model and revenue potential, and the evolution of trading activity on Solana, including tokenized equities, meme coins, and broader market structure trends. 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 Blockworks Research: https://x.com/blockworksres Follow Shaundadevens: https://x.com/shaundadevens Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- 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/ -- Timestamps: (0:00) Introduction (1:21) Strategy’s Bitcoin Backstop (10:04) Open Standard Stablecoin Launch (16:28) Robinhood's Crypto Expansion (25:40) Hyperliquid Priority Fees Explained (37:09) Solana's Meme Coin Revival (42:21) Why Meme Coins Lost Appeal (49:08) Tokenized Equities vs. Memes (51:24) 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

June 26, 20261 hr 2 min

The Onchain Equity Boom

In this episode we discuss Strategy’s financing approach and Bitcoin market dynamics, the rise of tokenized equities on Solana, evolving onchain market structure and trading infrastructure, competition among tokenized stock issuers, investment implications for related protocols, and indicators that could signal a potential Bitcoin cycle bottom. 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 Blockworks Research: https://x.com/blockworksres Follow Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- Blockworks Research BNB Dashboard: https://blockworks.com/analytics/bnb -- 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/ -- Timestamps: (0:00) Introduction (1:16) Strategy’s Bitcoin Stress (8:07) BitMine’s Preferred Bet (12:37) BNB Investor Relations Dashboard (13:27) Solana Equity Volumes Surge (21:17) PropAMMs vs Pools (31:51) SpaceX Leads Tokenized Stocks (35:27) Equities Flip Memes (43:42) Equity Perps Hit Highs (47:48) Trading the Equity Boom (59:18) Bitcoin Cycle Bottom? (1:01:45) 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

June 19, 202654 min

The New Fed, STRC Stress, and Hyperliquid’s Rise

In this episode, we discuss market reactions to new Federal Reserve Chair Kevin Warsh’s first policy meeting, Strategy’s STRC preferred shares trading below par and the company’s capital allocation options, Hyperliquid treasury and HYPE accumulation dynamics, SpaceX’s launch on Hyperliquid, competitive pressures within the HIP-3 deployer ecosystem, and the outlook for U.S. crypto regulation under the Clarity Act.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 Blockworks Research: https://x.com/blockworksres Follow Shaundadevens: https://x.com/shaundadevens Follow Marc: https://x.com/marcarjoon Follow Luke: https://x.com/0xMether -- 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/ -- Timestamps: (0:00) Introduction (1:50) Warsh Resets Fed Watching (4:35) STRC Signals Market Stress (15:02) Hyperliquid Treasury Flows (18:58) SpaceX Launch Volume (21:05) Trade XYZ Dominates HIP-3 (42:01) Clarity Act Odds (51:27) 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

June 12, 202653 min

SpaceX IPO Mania and Ethena’s Strategic Pivot

In this episode we discuss SpaceX’s IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics, and mining trends. We also cover Ethena’s evolving yield strategy, reserve diversification, institutional lending, token value accrual, and the implications of its partnership with Coinbase. 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 Blockworks Research: https://x.com/blockworksres Follow Kunal: https://x.com/Kunallegendd Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- 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/ -- Timestamps: (0:00) Introduction (4:12) SpaceX IPO Markets (9:09) Bitcoin Decouples From Equities (15:36) Bitcoin Bottom Signals (24:18) Miners Shift to AI (25:59) Ethena’s New Strategy (31:50) Ethena Becomes an Asset Manager (35:24) Scalable Yield Sources (41:06) ENA Token Value (47:25) Coinbase Distribution Bull Case (51:33) 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

June 12, 202628 min

Blockworks Acquires Messari

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz

June 10, 20261 hr 6 min

A Farewell to Boccaccio

In Boccaccio’s final episode, a rotating group of guests joined throughout the show to share their perspectives and send him off. We covered the recent cryptocurrency market downturn, Zcash’s sharp decline, Bitcoin ETF outflows, MicroStrategy’s strategy and tokenized products, DeFi lending dynamics, Hyperliquid-related flows, token transparency initiatives, blockchain adoption challenges, and investment views across lending, infrastructure, and exchange-related crypto assets. 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 Blockworks Research: https://x.com/blockworksres Follow James Christoph: https://x.com/JamesChristoph Follow Noah: https://x.com/TraderNoah Follow Jim: https://x.com/VelvetMilkman Follow Ian: https://x.com/Ian_Unsworth Follow Aryan: https://x.com/Aryonchain Follow Matt: https://x.com/mcasto_ Follow Carlos: https://x.com/0xcarlosg Follow Toma: https://x.com/toma_adv Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- 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/ -- Timestamps: (0:00) Introduction (1:06) Carlos & Toma (13:03) Matt & Aryan (29:25) Ian & Jim (47:06) James & Noah (1:04:47) 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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

June 1, 202649 min

Crypto’s Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi

In this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho’s new fixed-rate lending initiative and valuation debate, evolving dynamics in DeFi lending markets, and Ethena’s shifting yield strategy, reserve allocation, and diversification efforts.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 Blockworks Research: https://x.com/blockworksres Follow Kunal Doshi: https://x.com/Kunallegendd Follow Shaundadevens: https://x.com/shaundadevens Follow Carlos: https://x.com/0xcarlosg -- 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/ -- Timestamps: (0:00) Introduction (1:34) Bitcoin Lags Equities (4:14) Don’t Hide in BTC? (7:47) Hyperliquid’s Flow Story (16:02) Morpho’s Fixed-Rate Bet (24:33) Morpho’s Valuation Problem (33:49) Ethena Becomes Asset Manager (43:53) Can Ethena Diversify? (48:10) Analyst of the Week (48:51) Closing Comments -- Resources: Sam Schubert - Solana Spreads: The Black Hole Begins https://x.com/minnus/status/2059730629319680352?s=20 -- 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.

May 25, 202655 min

Can Solana Catch Hyperliquid in Perps? | Luke & Sam

In this episode, we’re joined by Luke and Sam to discuss the evolution of crypto trading infrastructure, including Solana’s push to improve perpetual futures execution and compete with Hyperliquid. We also cover tokenized equities, onchain yield markets, Pendle’s role in DeFi incentives, and the growing adoption of tokenized Strategy-related assets. 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 Blockworks Research: https://x.com/blockworksres Follow Luke: https://x.com/0xMether Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- 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/ -- Timestamps: (0:00) Introduction (1:52) Solana vs Hyperliquid (5:33) BAM’s Maker Priority (8:08) Why Solana Perps Lagged (11:44) Tokenized Stocks Shift Trading (26:24) Tokenized Stretch Takes Off (34:01) Stretch Looping Risks (37:44) Pendle’s Yield Challenge (43:45) Boros vs Pendle V2 (47:59) Crypto Finds Outside Markets (53:50) 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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

May 22, 202647 min

Maple’s Bet on Fintech-Powered DeFi | Martin de Rijke

In this episode, we’re joined by Martin de Rijke, Head of Growth at Maple Finance, to discuss Maple’s evolution from a lending protocol into an onchain asset manager focused on institutional yield products. We cover fintech adoption, stablecoin growth, DeFi infrastructure, institutional borrowing demand, modular yield strategies, securitization vehicles, and the convergence of crypto, fintech, and traditional finance. 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 Blockworks Research: https://x.com/blockworksres Follow Maple Finance: https://x.com/maplefinance Follow Martin: https://x.com/MartindRijke Follow Carlos: https://x.com/0xcarlosg Follow Boccaccio: https://x.com/salveboccaccio -- 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/ -- Timestamps: (0:00) Introduction (1:07) Maple’s Asset Manager Shift (3:03) Beyond Lending Protocols (6:44) Stablecoins Find Real Users (10:04) Fintech Trust Unlocks DeFi (14:32) Four Distribution Layers (17:58) Partners, Not Competitors (21:34) Fintech Integration Hurdles (25:44) Maple’s Yield Products (31:38) Borrowing Demand Returns (36:58) Four Growth Buckets (41:15) Onchain Securitization Vehicles (46:08) 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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

May 18, 20261 hr 4 min

Hyperliquid’s New Power Shift | Shaundadevens & Carlos

In this episode we’re joined by Shaundadevens & Carlos to discuss market volatility, reported scrutiny of Hyperliquid, Coinbase’s partnership and revenue-sharing structure with Hyperliquid, stablecoin distribution dynamics involving USDC, prediction market activity, HIP-4 outcome markets, Cerebras related trading discussions, and broader analysis of Sky, USDS, Spark, and crypto revenue models. 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 Blockworks Research: https://x.com/blockworksres Follow Carlos: https://x.com/0xcarlosg Follow Shaundadevens: https://x.com/shaundadevens?lang=en Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- 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/ -- Timestamps: (0:00) Introduction (2:13) Hyperliquid And Coinbase Shakeup (10:21) Native Markets Transition (16:29) Stablecoin Deals Beyond Hyperliquid (24:26) Cerebras Pre-IPO Frenzy (32:05) HIP-4 Outcome Markets (38:55) Spinning Up Prediction Markets (45:52) Sky, USDS, And Spark (56:03) Sky Revenue Distribution (1:03:48) 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, Danny, and our guests may hold positions in the companies, funds, or projects discussed.