0xResearch

This episode features two live panels recorded at EthCC, exploring the next phase of DeFi’s evolution—from institutional adoption to capital efficiency and yield generation.

Panel 1: Institutional DeFi: From Stablecoins to RWAs

Speakers discuss the rise of stablecoins, the growth of tokenized real-world assets (RWAs), and how institutions are entering onchain markets. Topics include tokenization frameworks, market structure challenges, transparency, and the role of DeFi in building a more global and accessible financial system.

Panel 2: Capital Efficiency & Yield in Modern DeFi

The second panel dives into lending vaults, yield strategies, and risk management. Participants break down capital efficiency, the difference between organic and incentivized yield, and how protocols are approaching risk monitoring, liquidity constraints, and portfolio construction in increasingly complex DeFi markets.

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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Panel 1 Speakers:

Marcia Blacken, Head of Porto Solutions, Self-Custody & DeFi (Anchorage Digital)

Oya Celiktemur, EMEA Director (Ondo)

Jonathan Han, CEO (Euler)

Marcelo Ruiz de Olano, CEO & Co-founder (KPK)

Panel 2 Speakers:

Ilgiz, Chief Product Officer (Gearbox)

Mike Massari, Strategic Advisor (RedStone)

engn33r, Solutions Engineer (Yearn)

Giel Detienne, Head of Curation (KPK)

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Timestamps:

(0:00) Introduction

(9:00) Panel 1 Start

(10:27) Why Tokenize RWAs?

(15:18) Transparency and Legal Rights

(21:41) Where Risk Lives

(25:00) Best Asset Classes

(30:48) Permissioned vs Permissionless

(34:23) Who Drives Adoption?

(38:13) RWAs in Three Years

(45:19) Panel 2 Start

(46:31) What Is Capital Efficiency?

(49:52) Incentives vs Organic Yield

(54:15) Should APY Be Split?

(58:22) What Destroys Yield?

(1:05:18) How Do You Price Risk?

(1:14:19) Off-Chain Risk Meets DeFi

(1:21:37) A Risk Metric Everyone Trusts?

(1:27:30) Early Warning Signs

(1:34:51) Can AI Manage Risk?

(1:39:32) Closing Comments

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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 are joined by Aryan of CMT Digital to discuss tokenization progress, real-world asset risks, and infrastructure gaps in DeFi. We explore blockchain competition for financial markets, evolving revenue models, and AI agents in crypto. The conversation also covers Hyperliquid’s growth, institutional adoption trends, and the role of automation in research and investing.

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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Timestamps:

(0:00) Introduction

(3:35) Tokenization Infrastructure

(6:49) Why Equities Beat ETFs

(9:54) RWA Risk And Oracles

(15:37) Ethereum, Solana, Or Canton?

(21:20) How Chains Should Monetize

(26:19) AI Agents Need Identity

(36:48) How AI Changed Investing

(40:42) HYPE Perps: Success Or Not?

(47:31) What Comes Next For DeFi

(52:41) Closing Comments

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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 DAS panel discusses the state of liquid token markets, including recent price declines, institutional adoption, and shifting sentiment. The conversation explores market structure, value accrual, token design, regulatory developments, and emerging sectors, while outlining potential catalysts for recovery and future growth in crypto markets.

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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Timestamps:

(0:00) Introduction

(2:05) Meet the Panel

(6:56) What Changes Sentiment?

(16:16) Best Token Verticals

(23:42) Token Holder Rights

(33:05) Regulation and Midterms

(38:35) 24 Month Outlook

(42:26) Closing Comments

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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, Luke Leasure breaks down how DeFi’s onchain yield curve is constructed using Ethena and Pendle. He explores implied yields, term structure, and how curve signals connect to Bitcoin performance, shifting yield regimes, hedging demand, and broader crypto market risk.

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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Timestamps:

(0:00) Introduction

(2:35) How Ethena and Pendle Work

(5:19) Reading the Yield Curve

(7:23) What Drives the Signal

(9:02) Why Implied Yields Trade Rich

(11:12) Closing Comments

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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 special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.

As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model.

The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities.

Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

This week, Boccaccio, Danny, and Ian from Kairos Research discuss macro sentiment amid Middle East tensions, Hyperliquid's strong performance and oil trading volumes, the SEC and CFTC's crypto asset classification guidance, token unlock concerns for Pump.fun, the Solana Foundation's new tokens aggregator and its friction with Jupiter, and the broader debate around foundation-built products.

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 (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Timestamps

(00:00) Introduction

(02:53) Are Panicans Winning?

(11:07) Hyperliquid Oil Trading

(21:43) Crypto Regulation & Solana

(44:54) Analyst of the Week

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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 today's episode we discuss a major DeFi trading error involving a $50M Aave swap with extreme slippage, debate responsibility between users and front-end design, analyze Pump.fun’s potential multichain expansion and launchpad economics, and examine ACX’s plan to convert its token structure into equity to enable partnerships and possible acquisition.

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 (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Timestamps:

(0:00) Introduction

(3:16) Aave Swap

(14:31) Pump.fun

(31:42) ACX

(43:06) Closing Comments

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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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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 crypto market sentiment, contrasting trading versus long-term investing approaches and the cyclical nature of crypto assets. We also discuss geopolitical tensions and potential oil price impacts, growth in crypto perpetual trading, especially on Hyperliquid, and debate how blockchain networks might serve as settlement layers for 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.

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Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(0:00) Introduction

(1:43) Crypto Trading vs Investing

(17:07) Geopolitics and Market Impact

(25:44) HIP-3 Markets on Hyperliquid

(37:25) Canton vs Public Blockchains

(58:46) Closing Thoughts

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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

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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 first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examines ETFs, DeFi innovation, market structure shifts, institutional flows, and how evolving investor behavior is changing Bitcoin and digital asset markets. Along the way, we discuss regulation, credit markets, technology limitations, and the broader implications of finance moving onchain. Enjoy!

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Inflection Point:

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Timestamps

(00:00) Intro To Inflection Point

(06:48) The Convergence Between TradFi & Crypto

(22:20) Crypto's Biggest Advantages & Hurdles

(36:15) Crypto's Changing Market Structure

(41:00) Prices, Sentiment & Long-Term Allocators

(46:00) Evolution Of Crypto Options & Yield

(51:30) Is The 4-Year Cycle Dead?

(01:02:00) Final Thoughts

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Disclaimer: Nothing said on Inflection Point 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

#Crypto #DeFi #Bitcoin #Blockchain #DigitalAssets #CryptoPodcast

In this episode we cover Block’s 40% workforce reduction amid AI-driven efficiency gains and market reactions, OpenAI’s raise at $730 billion and delayed public market access to major AI firms and Axiom’s insider trading scandal.

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 (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Timestamps:

(0:00) Introduction

(6:07) AI Layoffs

(22:17) AI Raises

(37:58) Axiom

(52:41) Closing Thoughts

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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

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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.