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.

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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

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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.