In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market.

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

PumpSwap Data: https://x.com/blockworksres/status/1905691039912087660

Fluid Dashboard: https://x.com/blockworksres/status/1908165062650675637

PumpFun Dashboard: https://app.blockworksresearch.com/analytics/pumpfun

Bitcoin March 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-march-2025-update

Solana March 2025 Update: https://app.blockworksresearch.com/flashnotes/solana-march-2025-update

--

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.

--

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--

Timestamps:

(0:00) Introduction

(1:34) The Decorrelation Narrative

(6:43) Outlook For Crypto Majors

(10:57) Ethereum's Struggles

(15:27) Ledger Ad

(15:43) Solana's REV Share

(21:21) Diving into the PumpFun Data

(30:31) Ledger Ad

(31:04) Who Owns the End User?

(37:34) Incentivizing User Behavior

(47:15) PumpFun vs Raydium: What's Next?

(52:01) New Opportunities Going Forward

--

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.

In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current crypto market positioning, stablecoin monetization, and Hyperliquid’s HLP. We also discuss institutional interest in DeFi tokens, crypto’s split token-equity dynamic, risks for Ethena and Pendle, pumpfun's staying power, and why Robinhood may outcompete 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.

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

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--

Timestamps:

(0:00) Introduction

(2:00) Current Crypto Positioning

(9:42) Who is Buying Defi Tokens?

(16:49) Crypto's Split Equity & Token Dynamic

(21:09) Stablecoins Are Booming

(28:08) Thoughts on Ethena and Pendle

(36:07) What Happened to Hyperliquid?

(48:08) Looking at Pumpfun Data

(57:47) Robinhood vs Coinbase

(1:04:43) Crypto Needs Undercollateralized Lending

--

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.

In this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the growing stablecoin landscape. They also explore regulation such as the GENIUS Act, and how retail can position amid shifting market dynamics.

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.

--

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.

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

Tickets: https://blockworks.co/event/permissionless-iv

--

Follow Luke: https://x.com/0xMether

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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(1:29) Market Thoughts

(7:45) Takeaways From DAS NYC

(21:02) Ledger Ad

(21:18) The GENIUS Act & Stablecoin Fragmentation

(32:01) Ledger Ad

(32:34) Thoughts on Plasma

(36:01) Playing the Stablecoin Boom

(51:04) Big Picture Outlook

--

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.

In this episode, Haseeb Qureshi, and Mike Dudas debate whether VCs still matter in crypto. They unpack the rise of meme coins, crowd sale platforms, and the challenges of sustainable token models—while defending the evolving role of VCs as long-term partners in the ecosystem.

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.

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(1:10) Why VCs Don't Matter

(3:27) Counter Arguments

(13:34) What is a Valid Criticism of Good VCs?

(16:52) Is There Too Much Crypto Infrastructure?

(26:01) Thoughts on Memecoins

--

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.

Live from DAS 2025, Carlos and Marc from Blockworks Research join us to dive deep into the evolving world of tokenization and real-world assets. We explore institutional adoption, private credit dominance in RWAs, permissioned blockchains, and the future of stablecoins.

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 Carlos: https://x.com/0xcarlosg

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

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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(3:23) Why Are RWAs Mostly Private Credit?

(6:11) Getting Exposure to RWAs

(9:09) Permissioned Blockchains

(15:46) Crypto's Institutional Transition

(20:34) DAS Takeaways

(24:41) Getting Exposure to Stablecoin Growth

--

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.

In this episode, we discuss the evolving landscape of institutional crypto adoption. We explore differences in investment focus between traditional institutions and crypto natives, the sustainability of memecoin activity, and the competitive positioning of DeFi protocols like Aave. The conversation also touches on emerging blockchain ecosystems and the broader implications of regulatory shifts on market structure.

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.

--

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.

--

Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports. 

Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report. 

Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.  

Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

Tickets: https://blockworks.co/event/permissionless-iv

--

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

Follow Ryan: https://x.com/_ryanrconnor

Follow Boccaccio: https://x.com/salveboccaccio

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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

(1:12) DAS Vibes

(4:02) What Are Institutions Investing In?

(8:20) Ledger Ad

(8:36) How Do Decentralized Exchanges Compete?

(10:22) Is Aave Fumbling Their Lead?

(18:53) Ads (Ledger & CryptoTaxCalculator)

(19:58) Did PumpFun Activity Peak?

(31:39) Betting On Two Chains Going Forward

--

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.

This episode of 0xResearch explores Bitcoin-backed lending with John Glover, CIO of Ledn. He discusses why Bitcoin is an ideal collateral, how risk management helped Ledn survive market collapses, and the growing demand for Bitcoin-backed loans globally. The conversation also touches on DeFi lending, regulatory challenges, and Ledn’s plans for expanding funding options.

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.

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! 

Tickets: https://blockworks.co/event/permissionless-iv

--

Follow John: https://x.com/john_w_glover

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

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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(1:07) Why Use Bitcoin as Collateral?

(2:11) Implementing Proper Risk Management

(5:09) Bitcoin-Backed Loans vs Traditional Loans

(7:07) Borrowing Activity

(11:38) Loan Risk Methodology

(12:53) Offering Loans on Other Digital Assets

(16:39) Looking Forward

--

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.

In this episode, we dive into the challenges of valuing digital assets with Ryan Connor, Jon Charbonneau from DBA, and Matthew Sigel from VanEck. The discussion covers the applicability of traditional valuation models to crypto, the role of sentiment and flows, the impact of tokenomics, and the relevance of technical analysis in the space.

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.

--

Missed DAS? Join us from June 24th-June 26th at Permissionless IV! 

Tickets: https://blockworks.co/event/permissionless-iv

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Follow Jon: https://x.com/jon_charb

Follow Matthew: https://x.com/matthew_sigel

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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(1:59) Do TradFi Valuation Metrics Apply to Crypto?

(7:57) Crypto Native Valuation Metrics

(11:47) How Do Tokenomics Affect Valuations?

(19:18) Using Technical Analysis

--

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.

In this episode, Jito Labs CEO Lucas Bruder joined us at DAS to discuss crypto’s growing dialogue with regulators, and the potential for staked ETFs. We also dive into Solana governance, SIMD-228 and SIMD-123, and the evolving validator landscape.

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

JitoSOL Securities Classification Report: https://x.com/buffalu__/status/1902008044566839601

--

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

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Missed DAS? Join us from June 24th-June 26th at Permissionless IV! 

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Follow Lucas: https://x.com/buffalu__

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Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(1:09) JitoSOL Securities Classification Report

(5:00) Staked ETFs

(6:31) Thoughts on SIMD-228 & SIMD-123

(13:15) dYdX Snippet

(18:01) The End State For Solana Validators

(22:34) Solana Governance

(25:36) Jito Foundation's Tokenomics Proposal

(28:58) Are There Any Efficient DAOs?

(31:25) The Future of Jito Tips

--

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.

In this episode, Danny and Westie discuss their current outlook for the crypto market, Solana's controversial ad, and whether or not memes are truly dead. They analyze onchain data, explore governance dynamics around SIMD-228, and debate whether TradFi firms like Robinhood are poised to dominate established players in DeFi. The duo also reflects on the broader crypto landscape, offering insights on market sentiment, speculative cycles, and the importance of stepping back during uncertain times.

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

BWR: Chain Comparison Dashboard: https://app.blockworksresearch.com/analytics/l1

SIMD-228 Voting Status: https://dune.com/kagren0/simd-0228-voting-status

--

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.

--

Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports. 

Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report. 

Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.  

Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x

--

Follow Westie: https://x.com/WestieCapital

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

(1:59) Market Outlook

(6:45) Solana's Advertisement and Subsequent Fallout

(12:48) Ledger Ad

(13:04) Are Memes Dead?

(28:48) Ledger Ad

(29:22) Base's Increased Memecoin Activity

(35:22) SIMD-228 Fails to Pass

(49:43) CryptoTaxCalculator Ad

(50:14) Is TradFi going to Eat Our Lunch?

(1:03:55) 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.