0xResearch

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Sep 2026

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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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September 30, 20261 hr 0 min

Alt Season, Zcash, Collectibles & The Tokenization Trade

Bitcoin no longer has a monopoly on crypto’s bull case. This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain value beyond Bitcoin. We also dig into why lending markets and neobanks may benefit more from tokenized assets than spot trading venues. Enjoy! TIMESTAMPS: 00:00 Intro 01:03 Can Alts Keep Outperforming Bitcoin? 05:01 SEC Clears The Way For Buybacks 11:58 Is Altseason Already Here? 17:02 Why Bitcoin Dominance Could Fall 23:41 How Many Stores Of Value? 31:18 Why Collectibles Work Onchain 34:58 Can Collectibles Go Mainstream? 40:38 Where Tokenization Adds Value 48:01 What Can Onchain Stocks Unlock? 51:37 Can Crypto Neobanks Win? 56:41 Aave’s Quiet Consumer Push FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST RESOURCES › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: 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. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

September 23, 202657 min

Why Reinsurance Could Become DeFi’s Best Collateral | Ryan Connor & Ayyan Rahman

Is reinsurance becoming DeFi’s most useful collateral? This week, we're joined by Ryan Connor of RockawayX and Ayyan Rahman of OnRe as we examine how ONyc turns institution-only reinsurance into composable onchain yield. We explore uncorrelated premiums, Kamino leverage, catastrophe risk, and why tokenization only matters when it adds real utility. Enjoy! TIMESTAMPS: 00:00 Intro 04:15 How Does Onchain Reinsurance Work? 09:43 Why Is Reinsurance Yield Different? 14:38 Where Does The Yield Come From? 20:47 Turning Reinsurance Into DeFi Collateral 26:47 What Could Wipe Out Your Yield? 34:35 Can AI Improve Insurance Underwriting? 37:53 Does DeFi Leverage Add New Risks? 42:45 How Big Can Onchain Reinsurance Get? 46:28 Scaling Beyond Solana 50:57 Which RWAs Actually Belong Onchain? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Ryan – https://x.com/ryanconnor › Ayyan – https://x.com/Ayyanrahman › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/ › Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one. ofthe biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial. advice.Hosts and guests may hold positions in the companies, funds, or projects discussed.

September 16, 202659 min

Is Robinhood Building Crypto’s Retail Moat?

Is crypto’s latest cooldown a warning or the setup for its next leg higher? This week, we examine where lasting strength is emerging as speculation fades across onchain markets. We explore Robinhood Chain’s growing influence, Uniswap’s resurgence, composable leveraged products, and the uncertain case for stablecoin chains. Enjoy! TIMESTAMPS: 00:00 Intro 01:57 Can Crypto Break The Holding Pattern? 04:54 Will The Clarity Act Pass? 08:51 Is Robinhood Chain Already Cooling? 11:58 Is The Meme-Equity Meta Here To Stay? 17:03 Ads (Token 2049) 17:57 Is Uniswap Robinhood’s Biggest Winner? 25:15 Who Wins Robinhood’s Lending Race? 35:38 Can Onchain Perps Compete? 43:22 The Hidden Tokenized Equity Trade 48:58 Do Stablecoin Chains Need To Exist? 58:07 Closing Thoughts FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Carlos – https://x.com/0xcarlosg › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

September 9, 202659 min

Robinhood REV Explosion, Is Pump Losing Its Grip & Zcash Vs Bitcoin

Is crypto’s bull market just getting started or already winding down? This week, we unpack whether the ongoing onchain surge is sustainable and whether Robinhood Chain represents a lasting shift or just another speculative spike. We explore Robinhood’s insane REV growth, stock-backed meme coins, Pump Fun’s competitive threat, and Zcash’s resurgence as a Bitcoin alternative. Enjoy! TIMESTAMPS: 00:00 Sentiment Check 02:15 Robinhood Chain’s Revenue Explosion 08:56 Are These Fees Sustainable? 15:52 Will Memes Unlock Tokenized Stocks? 22:10 Is Robinhood The Final Boss? 28:27 Ads (Token 2049, DAS Asia) 29:21 Can Pump Fight Back? 38:28 Is Pump Facing Do Or Die? 45:24 Why Zcash Is Surging 53:40 Can Bitcoin Survive Quantum Risk? 56:54 What’s On Our Radar? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

September 2, 20261 hr 6 min

Is Robinhood Chain Reigniting Crypto’s Retail Economy?

Crypto’s retail engine is turning back on, but can this new wave of onchain activity actually sustain itself? This week, the crew breaks down why Robinhood Chain, the meme-tokenized equity meta, and social trading are emerging as major growth drivers for crypto. We also dig into Uniswap’s surge, FOMO’s breakout potential, Ethena’s token reset, and whether crypto DATs can make a comeback. Enjoy! TIMESTAMPS: 00:00 Sentiment Check 03:45 Why Robinhood Trenches Are Exploding 10:10 Does The Meme-Equity Meta Have Legs? 16:17 Do Tokenized Equities Really Matter? 20:28 Is Robinhood Chain Priced In? 24:30 Ads (Token2049) 25:23 Can Base Catch Robinhood Chain? 28:48 Uniswap’s Robinhood Breakout 35:09 Is FOMO Crypto’s Breakout App? 49:02 Ethena Makes ENA Investable Again 56:25 Are Crypto DATs Back? 01:00:27 What Matters Into Year-End? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

August 26, 202657 min

The Bulls Are Back: Treasury Intervention, SEC Crypto Rules & Trump Says Hyperliquid

The crypto mood flipped almost overnight. What changed? This week, Marc and Nick join to break down the catalysts behind crypto’s sharp sentiment reversal and whether they can sustain a broader recovery. We explore Treasury intervention in the bond market, the SEC’s new crypto framework, President Trump name dropping Hyperliquid, and whether ICOs could replace airdrops. Enjoy! TIMESTAMPS: 00:00 Intro 02:03 Is Treasury Controlling The Curve? 13:36 Crypto’s New Capital Formation Rules 24:48 Is CLARITY Still Needed? 29:24 Who Wins From New Regulation? 33:25 Are ICOs Coming Back? 39:45 Are Airdrops About To Die? 43:37 Can Hyperliquid Go Mainstream? 49:56 Is The Crypto Bottom In? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Nick – https://x.com/0xMetaLight › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

August 19, 202658 min

Can MetaDAO Reinvent Crypto Capital Formation?

Crypto’s next breakthrough could come from fundamentally rethinking how companies are built, funded, and governed. This week, we’re joined by Michael Rinko from Colosseum to explore how MetaDAO, Colosseum, and Solana are reshaping startup formation, governance, and distribution. We discuss futarchy, internet capital markets, tokenized equities, AI-powered builders, and where consumer crypto goes next. Enjoy! TIMESTAMPS: 00:00 Intro 02:42 How MetaDAO Won Early Conviction 06:45 Can Futarchy Replace Token Voting? 17:08 Who Should Raise On MetaDAO? 27:14 Why MetaDAO Built A Community 30:47 What Builders Are Shipping Now 34:18 From Hackathons To Token Funding 37:55 Can Ore Actually Go Up? 43:52 Is Ore A Store Of Value? 47:34 AI Changes Who Can Build 50:48 Why Tokenized Equities Matter 54:06 Consumer Crypto’s Next Breakout FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Michael – https://x.com/mrinko › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

August 12, 202652 min

Pump’s Bull Case, Fomo’s Social Moat & Crypto’s Consumer Layer

Is the next onchain bull market already taking shape? This week, we unpack Pump’s resurgence and Fomo’s explosive growth as social trading brings users back onchain. We debate Pump’s buybacks and token value, Fomo’s social moat, where crypto infrastructure captures value, and whether trading can become social media. Enjoy! TIMESTAMPS: 00:00 Intro00:46 Pump’s Bull Case08:24 Are Pump’s Revenues Real?13:33 Pump’s Buyback Debate23:58 The Best Pump Pair Trade31:19 Fomo’s Breakout Growth39:12 Fomo’s Social Trading Vision44:17 When Social Trading Becomes Gambling50:03 Get Your DAS Tickets! FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Shaunda – https://x.com/shaundadevens › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests. mayhold positions in the companies, funds, or projects discussed.

August 11, 20261 hr 6 min

Can Aerodrome Become Ethereum’s Dominant Spot Exchange? | Alexander Cutler

Will Aerodrome become the definitive onchain spot exchange? This week, we're joined by Dromos Labs CEO, Alexander Cutler, to unpack MetaDEX03, Aerodrome’s multi-chain expansion, and the model Alex believes can win across Ethereum and beyond. We discuss MEV capture, tokenized RWAs and FX, LP economics, and why maximum value redistribution could be crypto’s strongest competitive moat. Enjoy! TIMESTAMPS: 00:00 Intro 00:45 MetaDEX 3 Upgrade 06:22 Why Arc Is Different 12:49 Aerodrome Takes On Ethereum 21:11 The Case For Full Redistribution 27:39 Capturing MEV For Liquidity Providers 34:11 Tokenized Assets Moving Onchain 39:23 AMMs Vs Prop Liquidity 46:06 What The CLARITY Act Changes 51:11 Why Token Transparency Matters 59:38 Why The Bear Market Misleads FOLLOW THE GUEST › Alex – https://x.com/wagmiAlexander › Dromos – https://x.com/DromosLabs › Aerodrome – https://x.com/AerodromeFi FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

August 5, 202659 min

Hyperliquid's Weekend Edge, TradeXYZ Rumors & Why 97% of Tokens Fail

Crypto's future belongs to the few protocols that create real value, while nearly every other token is destined to fail. This week, the team explores why Hyperliquid keeps gaining momentum while most crypto tokens continue to disappoint, and what that says about the industry's future. They discuss Hyperliquid's growing role in price discovery, the TradeXYZ controversy and its importance to the ecosystem, why altcoins keep failing, and whether crypto can fix its broken token market. Enjoy! TIMESTAMPS: 00:00 Intro 00:34 The AI Leverage Blowup 03:39 Hyperliquid’s SK Hynix Liquidations 08:21 RWAs Take Over Hyperliquid 12:42 Trade.xyz Rumors And HYPE FUD 21:24 Hyperliquid’s Weekend Price Discovery 29:18 Why Most Tokens Lose Everything 43:22 Stop Chasing Altcoin Winners 48:28 Are Tokens Still Overvalued? 55:17 What The Bulls Are Watching FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Shaunda – https://x.com/shaundadevens › Carlos – https://x.com/0xcarlosg › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.