0xResearch

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.

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.

Crypto’s regulatory window is closing, but is the market already finding its floor?

This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and surprise upside trades against broader signs that crypto may be approaching its cyclical low.

They also unpack SEC scrutiny of DeFi vaults, Aave versus Morpho, Bitcoin’s multi-year bottom signal, and why Fake World Assets could revive onchain experimentation. Enjoy!

TIMESTAMPS:

00:00 Intro

02:46 Can The CLARITY Act Pass?

06:31 Trading A CLARITY Upside Surprise

16:08 Are DeFi Vaults Securities?

21:04 Aave Versus Morpho

26:31 Has Bitcoin Found Its Bottom?

39:49 Inside Fake World Assets

54:29 The Onchain Revival

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

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.

Will crypto’s winners be the platforms that own users or the chains beneath them?

This week, we dig into Robinhood Chain data and why distribution could reshape where crypto’s value accrues.

We also discuss CLARITY odds and potential market impact, memecoins as retail onboarding, Base’s identity crisis, more Strategy sales, whether Bitcoin is finally bottoming & more. Enjoy!

TIMESTAMPS:

00:00 Intro

01:30 Will CLARITY Move Markets?

08:41 Robinhood Chain Finds Early Traction

12:19 Pons Winning The Launchpad Wars?

15:40 Will Robinhood Chain Hurt Solana?

22:04 fomo Owns The Crypto User

27:48 How Robinhood Monetizes Its Chain

33:44 Can Robinhood Chain Overtake Base?

41:45 Is Bitcoin Forming A Bottom?

49:03 Ethereum’s Value Accrual Problem

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

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.

Can crypto finally solve the disconnect between product success and token value?
This week, we explore why Venice AI's equity raise reignited the token-versus-equity debate, what it reveals about crypto capital formation, and why better disclosures may be the industry's next major unlock.
We also discuss Strategy's recovery, Robinhood Chain's launch, Venice's AI growth, MetaDAO's ownership model, and which tokens could benefit most from the next wave of onchain adoption. Enjoy!

TIMESTAMPS:

00:00 Intro

01:05 Bitcoin & Strategy Turning Bullish?

06:03 Venice AI’s Growth Engine

10:53 The Demand For Private AI

15:35 Venice’s Token Equity Divide

23:53 Crypto’s Disclosure Problem

34:01 Do You Choose Token Or Equity?

37:51 Fixing Tokenholder Alignment

45:00 Robinhood Chain Arrives

57:25 Final Thoughts

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Luke – https://x.com/0xMether

› Kunal – https://x.com/Kunallegendd

› 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

Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari

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.

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.

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.

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.

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.

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