0xResearch

In this episode, we’re joined by Charlie from Felix to discuss USDH competition, stablecoin liquidity on Hyperliquid, HIP-3 and quote assets, points strategies, volatile lending rates, HyperEVM’s direction, DATs, and Felix Chapter Two.

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.

--

Allora is the new AI standard for DeFi platforms and agents to achieve sharper, faster, and more reliable financial systems than any single language model can offer. Instead of choosing and managing models, users state their goal, and the system delivers the best result. 

To learn more about Allora Network, visit https://www.allora.network/ and https://x.com/AlloraNetwork.

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

Follow Felix: https://x.com/felixprotocol

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

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Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(1:40) Overview of Felix

(7:05) Thoughts on USDH

(20:23) Hyperliquid Quote Assets

(22:21) Felix Product Offering Going Forward

(26:49) Shaunda's Strategy

(28:43) Allora Ad

(29:15) Interest Rates on HyperEVM

(33:00) The HyperEVM's Evolution

(38:55) What's Charlie Excited About?

(41:54) Felix's Future

--

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 to discuss Pump’s rebound, Base’s token exploration and potential effects on ETH, Optimism, and Arbitrum, and Solana DAT inflows, ETF prospects, and market mechanics around liquidity, fees, and inflation. 

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.

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. 

Go to app.katana.network to check it out. 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

Follow Ian: https://x.com/Ian_Unsworth

Follow Teddy: https://x.com/Teddy_oost

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

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

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Subscribe on YouTube: https://bit.ly/3foDS38

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Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(3:54) Pumpfun's Dominance

(38:59) Ads (Katana & EigenCloud)

(40:08) Is A Base Token Coming?

(59:26) Ads (Katana & EigenCloud)

(1:00:33) Solana DATs

--

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 to discuss Solana DATs, Tether’s USAT announcement, and Gemini’s IPO. We also dove into launchpads and narrative cycles, creator-coin streaming experiments, and Hyperliquid’s USDH.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.

--

Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure, fast, and affordable MVM environment. Aptos users can acquire, hold, and earn attractive BTCFi yields via Echo aBTC and OKX xBTC, without typical bridge risks and high fees. 

Explore BTC yield opportunities on Aptos via OKX Earn and Aptos-native platforms https://web3.okx.com/earn/activity/xbtc-aptos 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

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

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

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/

Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(4:30) Solana DATs

(18:16) Ads (Aptos & EigenCloud)

(19:09) The DAT Debate

(26:51) Tether Announces USAT

(36:29) The Gemini IPO

(46:12) Ads (Aptos & EigenCloud)

(47:20) Launchpads and Narrative Cycles

(1:18:24) Hyperliquid's USDH

--

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.

During this livestream, we discuss Hyperliquid stablecoins, trading card game tokenization trends, MegaETH and Ethena’s USDM announcement, and new DATco-driven 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.

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. 

Go to app.katana.network to check it out. 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

Follow Kunal: https://x.com/Kunallegendd

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

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

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

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

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/

Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(5:17) Hyperliquid Stablecoin Proposals

(26:31) Ads (Katana & EigenCloud)

(27:30) The TCG Meta

(53:12) Ads (Katana & EigenCloud)

(54:23) MegaETH & Ethena Unveil USDM

(1:03:52) New DATcos

--

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 brought together leaders from Gelato, L2Beat, Succinct, and Spire Labs to examine the state of Ethereum rollups. Our discussion covers L1 vs. L2 dynamics, Stripe and other corporations launching chains, limitations of current rollup infrastructure, bridging challenges, ZK proofs, real-time proving progress, canonical vs. external bridges, and the future trajectory of L2 technology.

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 

Ethereum Settlement Score: https://ethresear.ch/t/ethereum-settlement-score-ess-revitalizing-the-rollup-centric-roadmap/22922

Are L2s Breaking Away From Ethereum? https://app.blockworksresearch.com/research/are-l2s-breaking-away-from-ethereum

—

Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure, fast, and affordable MVM environment. Aptos users can acquire, hold, and earn attractive BTCFi yields via Echo aBTC and OKX xBTC, without typical bridge risks and high fees. 

Explore BTC yield opportunities on Aptos via OKX Earn and Aptos-native platforms https://web3.okx.com/earn/activity/xbtc-aptos 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

–

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

–

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

–

Follow Hubert: https://x.com/hubkotl

Follow Leland:  https://x.com/Lsquaredleland

Follow Luis: https://x.com/luis_0x

Follow mteam: https://x.com/mteamisloading

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

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

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

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/

Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

—--

[TIMESTAMPS]

—--

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, Ali and Deven from Valantis joined us to discuss building on Hyperliquid, LST-focused AMMs, acquiring stHYPE, DEX integrations and BD realities on Hyperliquid, infra constraints (node/Core Writer), and near-term launches.
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

Introducing the stHYPE AMM: https://x.com/ValantisLabs/status/1892262812816146832

Acquiring stHYPE: https://x.com/ValantisLabs/status/1957805907246723517

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. 

Go to app.katana.network to check it out. 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

Follow Valantis: https://x.com/ValantisLabs

Follow Ali: https://x.com/0xaioli

Follow Devenmat: https://x.com/DevenMat

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

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

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/

Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(5:59) The stHYPE AMM

(13:12) Ads (Katana & EigenCloud)

(14:05) What AMMs Are Next?

(17:05) Why Did Valantis Choose Hyperliquid?

(23:15) Acquiring the stHYPE Protocol

(28:45) Ads (Katana & EigenCloud)

(29:58) stHYPE vs kHYPE

(33:38) DEX Integrations

(43:05) Building on Hyperliquid

(49:08) 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.

During this livestream, we discuss new CFTC guidance enabling U.S. access to foreign exchanges and implications for Coinbase, Hyperliquid’s revenue growth and L1 comparisons, and the Solana DAT and ETF, and Solana beta plays, including Pump’s shifting revenues and streaming push. 

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.

--

Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure, fast, and affordable MVM environment. Aptos users can acquire, hold, and earn attractive BTCFi yields via Echo aBTC and OKX xBTC, without typical bridge risks and high fees. 

Explore BTC yield opportunities on Aptos via OKX Earn and Aptos-native platforms https://web3.okx.com/earn/activity/xbtc-aptos 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

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

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

Follow Nick: https://x.com/0xMetaLight

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

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

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

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/

Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(3:44) CFTC Allows US Citizen to Trade on Foreign Exchanges

(13:43) HYPE's Valuation

(28:53) Ads (Aptos & EigenCloud)

(29:50) The SOL DAT Trade

(46:54) Ads (Aptos & EigenCloud)

(48:11) SOL Beta Trades

--

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 went live to discuss Kaito’s business model, revenues, and token dynamics. We also took a look at lending markets, including Aave’s dominance, Morpho’s growth, and Maple and Euler’s momentum. Finally, we reviewed Aerodrome’s Coinbase integration and Fluid’s expansion plans.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.

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. 

Go to app.katana.network to check it out. 

--

Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. 

A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. 

Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

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

Follow Daniel: https://x.com/_dshap

Follow Kunal: https://x.com/Kunallegendd

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

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

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

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/

Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx

--

Timestamps:

(0:00) Introduction

(4:17) What's Next For Kaito?

(28:32) Ads (Katana & Eigen Cloud)

(29:36) Lending Market Update

(52:47) Ads (Katana & Eigen Cloud)

(54:08) Updates on Aerodrome & Fluid

(1:30:20) 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.

During this livestream, we dive into the rise of state and corporate stablecoins, and Stripe’s blockchain strategy. We also discuss Walmart's potential stablecoin, Circle’s business model, network extensions on Solana, Avalanche’s positioning, and overall market sentiment amid volatility.

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.

--

Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure, fast, and affordable MVM environment. Aptos users can acquire, hold, and earn attractive BTCFi yields via Echo aBTC and OKX xBTC, without typical bridge risks and high fees. 

Explore BTC yield opportunities on Aptos via OKX Earn and Aptos-native platforms https://web3.okx.com/earn/activity/xbtc-aptos 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

--

Follow James: https://x.com/JamesChristoph_

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

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

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

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

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

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/

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

--

Timestamps:

(0:00) Introduction

(5:59) State & Corporate Stablecoins

(20:47) Aptos Ad

(21:22) Walmart's Stablecoin

(29:50) Will the Stripe L1 Have a Token?

(49:52) Chains Maintaining Relevancy

(58:55) Aptos Ad

(1:01:11) Market 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, we’re joined by Pendle co-founder TN to discuss the launch of Boros, a funding rate trading protocol. We dive into launch performance, liquidity and risk management, onboarding market makers, potential market expansions, integration opportunities, and vault products. TN also covers Pendle v2 growth, DeFi partnerships, liquidity durability, cross-chain deployments, token model considerations, and future plans for scaling both Boros and Pendle v2.

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.

--

Katana is a DeFi-first chain built for deep liquidity and real yield, by redirecting chain revenue back to active DeFi users. The 1 billion KAT campaign is live. Bridge and deposit directly into vaults in one simple click and start earning immediately on your ETH, BTC, USDC, and more. 

Go to app.katana.network to check it out. 

--

Crypto’s premiere institutional conference returns to London in October 2025. Use code 0x100 for £100 off at checkout: https://blockworks.co/event/digital-asset-summit-2025-london

--

Follow Pendle: https://x.com/pendle_fi

Follow TN: https://x.com/tn_pendle

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

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

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

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Timestamps:

(0:00) Introduction

(2:19) The Boros Launch

(4:38) Increasing OI Caps

(7:57) Adding New Markets

(9:37) User Onboarding

(15:27) Katana Ad

(15:51) Feedback From Users

(18:35) DeFi Integrations

(21:23) Do Funding Rate Intervals Impact Boros?

(25:55) Scaling Boros

(32:21) Katana Ad

(32:56) Boros Vaults

(39:55) Pendle v2 Growth

(44:07) The Durability of Pendle's Liquidity

(47:52) Pendle's HyperEVM Deployment

(50:02) Would Pendle Still Choose the vePENDLE Model?

(51:23) 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.