0xResearch

In this episode we went live to review recent crypto developments, including Lighter’s perpetuals performance, Kaito’s pivot toward curated marketing, Pump.fun feature updates, and growing debate around prediction markets and their regulation.

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 Danny: https://x.com/defi_kay_

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free.

Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport

--

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

--

Timestamps:

(0:00) Introduction

(2:56) Lighter's Performance

(16:23) Kaito's Repositioning

(43:30) Uniswap Ad

(44:15) Prediction Markets

(59:35) 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.

In this episode we are joined by Charlie from Felix to discuss the evolution of trading platforms. We focus on market structure incentives, liquidity and user experience challenges, competition among protocols, and how revenue models and product strategy shape long-term direction.

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 Felix: https://x.com/felixprotocol

Follow Charlie: https://x.com/0xBroze

Follow Shaundadevens: https://x.com/shaundadevens

Follow Danny: https://x.com/defi_kay_

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free.

Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport

--

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

(0:50)   Spot Liquidity and UX Issues

(17:21) Felix Tokenized Stocks

(20:10) HIP-3 Competition

(29:37) BLP Overview

(36:03) Building on Top of BLP

(40:26) Consumer Apps vs Power Users

(43:02) Uniswap Ad

(43:47) Hyperliquid's Path Forward

(53:12) Revenue and Buybacks

(1:01:22) 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.

In this episode we are joined by Alexander Cutler from Aerodrome to discuss Aero’s rebrand, the Metadex03 upgrade, Slipstream V3 and Aero’s approach to emissions, revenue, and long-term token economics.

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 Aerodrome: https://x.com/AerodromeFi

Follow Alexander: https://x.com/wagmiAlexander

Follow Danny: https://x.com/defi_kay_

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

--

A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free.

Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport

--

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

(0:56) The Aero Rebrand

(4:12) Aero’s Next Phase: Metadex03

(8:24) Improving UX with MetaSwaps

(13:12) Aero's Deployment Strategy

(20:30) Slipstream V3

(29:01) Ethereum Mainnet Competition

(33:44) EVM DEX Landscape

(43:51) Aero's Emissions Model

(51:03) Revenue Beyond Emissions

(56:02) 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.

In this episode we are joined by Omnia and we discuss Kinetiq’s liquid staking strategy on Hyperliquid, including kHYPE and kmHYPE products, xLSTs, risk isolation, and token design. We also cover the upcoming Markets exchange by Kinetiq, oracle and asset plans, ecosystem maturity, security practices, and distribution strategy.

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 Kinetiq: https://x.com/kinetiq_xyz

Follow Markets: https://x.com/markets_xyz

Follow Omnia: https://x.com/0xOmnia

Follow Shaunda: https://x.com/shaundadevens

Follow Danny: https://x.com/defi_kay_

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

--

Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls.

Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

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

(1:03) Kinetiq’s Major Announcement

(5:28) kmHYPE and xLSTs

(11:49) kmHYPE’s Risk Profile

(16:10) Asset Listings

(18:22) Oracle Providers

(21:42) Trading Activity Monetization

(26:07) Bringing In New HYPE Stakers

(31:04) Katana Ad

(31:46) Kinetiq’s Tokenomics

(41:20) How Has The HyperEVM Landscape Changed?

(47:28) Omnia’s Closing Comments

(48:42) Katana Ad

(49:17) Final Thoughts

--

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.

We went live with Figment Capital’s Jim Parillo and Dougie DeLuca, as well as Theia’s Noah Goldberg, to discuss Dougie’s “Crypto Is Dead” piece. We examined the shift from building for crypto natives to broader adoption, challenges in sales and BD across crypto, infrastructure versus application-layer investing, monetization models for blockchains, and governance issues in crypto.

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

Crypto Is Dead: https://x.com/DougieDeLuca/status/2000957512862884100

--

Follow Blockworks Research: https://x.com/blockworksres

Follow Dougie: https://x.com/DougieDeLuca

Follow Jim: https://x.com/VelvetMilkman

Follow Noah: https://x.com/TraderNoah

Follow Danny: https://x.com/defi_kay_

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free.

Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport

--

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

(2:21) Crypto Is Dead

(19:24) Platform Revenue & Enshrining Apps

(35:24) Investing In Infra

(43:40) Uniswap Ad

(44:18) Emphasizing Applications

(47:04) What Will the Winners Look Like?

(50:36) The Aave Situation

--

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.

We went live to discuss the emergence of equity perps in crypto, focusing on their structure, advantages over traditional options, and implications for platforms like Hyperliquid and Solana. Shaunda Devens explains market mechanics, oracle design, funding rates, regulation, tokenized stocks, and Hyperliquid’s ecosystem strategy, including buybacks, builder codes, and scaling through third-party developers.

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 Shaunda: https://x.com/shaundadevens

Follow Danny: https://x.com/defi_kay_

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

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

(1:05) Perps on Solana

(3:10) The Rise of Equity Perps

(22:46) The Equity Perps Landscape Today

(29:56) Prediction Markets For IPOs

(32:02) Hyperliquid Buybacks

(41:27) Uniswap Ad

(42:38) Crypto Platforms

(56:00) Competing on Fees

(1:02:02) 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.

We went live to discuss current crypto market conditions, competition between Hyperliquid and Lighter, Uniswap’s new Continuous Clearing Auctions, and evolving token value-accrual models. We also cover prediction markets, founder-led marketing, and retail investor behavior.

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 Danny: https://x.com/defi_kay_

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

--

Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls.

Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

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

(1:22) Market Outlook

(9:22) Lighter, Hyperliquid, and Perps DEXs

(19:52) The Ownership Coin Model

(33:45) Ads (Katana & Uniswap)

(34:55) Uniswap's CCA System

(41:26) Is Retail Getting Smarter?

(45:26) Vocal Founders

(52:30) Katana Ad

(53:26) Thoughts on Prediction Markets

--

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.

We went live with James and Noah to discuss current market sentiment, and valuation frameworks for assets like Bitcoin, and Ethereum. We also cover HumidiFi’s token launch, community reactions, and broader issues of transparency and regulation, as well as prediction markets, gambling behavior, and recent funding 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 James: https://x.com/JamesChristoph_

Follow Noah: https://x.com/TraderNoah

Follow Danny: https://x.com/defi_kay_

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

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

(1:31) Current Market Sentiment

(6:27) Valuing Bitcoin & Ethereum

(19:43) Thoughts on HumidiFi

(39:43) Uniswap Ad

(40:24) Thoughts on Prediction Markets

--

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 week, we went live with Alana Levin from Variant Fund to discuss Variant’s 2025 Crypto Trends Report, regulatory progress, stablecoin proliferation, DEX growth, wallet UX evolution, the future of global digital currencies, and more.

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

The 2025 Crypto Trends Report: https://x.com/AlanaDLevin/status/1990804860027965727?s=20

--

Follow Blockworks Research: https://x.com/blockworksres

Follow Variant Fund: https://x.com/variantfund

Follow Alana: https://x.com/AlanaDLevin

Follow Danny: https://x.com/defi_kay_

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

--

Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls.

Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

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

(2:11) Market Outlook

(8:31) The 2025 Crypto Trends Report

(12:42) Overview of Variant Fund

(15:35) Katana Ad

(16:05) Potential Regulatory Risk

(18:14) Crypto's Top Assets

(22:24) New Crypto Assets

(24:40) DEX Market Share Growth

(31:14) Katana Ad

(31:46) Improving Wallet UX

(35:47) Stablecoin Fragmentation

(46:28) Uniswap Ad

(47:14) Productizing Stablecoins

(52:57) Stablecoins Impact on USD Dominance

(58:27) 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

We went live with Figment Capital’s Jim Parillo to discuss DeFi infrastructure, Hyperliquid’s ecosystem, and the movement of intellectual capital toward perpetual markets. We dive into lending, equity perps, and regulatory considerations before shifting to crypto VC 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 Figment Capital: https://x.com/figmentcapital

Follow Jim: https://x.com/VelvetMilkman

Follow Danny: https://x.com/defi_kay_

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

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

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

(2:44) Intellectual Capital Moving to Perps

(7:31) Lending on Hyperliquid

(13:03) Equity Perps

(24:54) Uniswap Ad

(25:39) What's Exciting in Crypto VC?

(34:03) Crypto Options

(42:20) 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.