0xResearch

In this episode, our Blockworks Research analysts discuss current market sentiment, network REV, and the Sui MEV scene. Finally, they close out the episode with their thoughts on how the AI sector has evolved, and where it might be headed next. 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. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Follow Dan Smith: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor 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 (1:41) Current Market Sentiment & Takeaways (12:10) Checking Network REV by Chain (29:26) SKALE Ad (30:08) The Sui MEV Scene (39:25) The AI Meta's Evolution -- 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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s. 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 Blockworks Research 2025 Theses: https://app.blockworksresearch.com/research/bwr-2025-theses Putting a Premium on Stability: https://app.blockworksresearch.com/research/putting-a-premium-on-stability Suilend: Sui’s DeFi Hub: https://app.blockworksresearch.com/flashnotes/suilend-sui-s-de-fi-hub -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- Follow Luke: https://x.com/0xMether Follow Carlos: https://x.com/0xcarlosg Follow Ryan: https://x.com/_ryanrconnor 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 (3:08) Looking Ahead to 2025 (11:07) AI Agents and the Next Wave of Influencers (24:01) Skale Ad (24:43) Chaos Ad (25:16) Ethena Keeps Rolling in 2025 (34:24) Stablecoin Supply Skyrockets (46:45) The Next Generation of L1s (53:30) 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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, we discuss the launch of PENGU, Solana’s ability to continue accelerating, and the problems faced by PerpDEXs. We also unpack what is happening on Filecoin before closing the episode with thoughts on the notorious hot ball of money. 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 Filecoin’s Inflection: https://x.com/blockworksres/status/1868725847894724964 -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Ryan: https://x.com/_ryanrconnor 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 (2:15) PENGU Launch (9:05) Can Solana Continue Accelerating? (17:13) Perps Are Not Working Onchain (36:10) Skale Ad (36:52) Chaos Ad (37:25) Glif Ad (37:58) What's Happening on Filecoin? (50:00) The Hot Ball of Money -- 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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, our Blockworks Research analysts discuss the recent market pullback, and ETH’s performance so far this cycle. They also dove into Hyperliquid’s valuation, what Monad, Berachain, and MegaETH are building, and asked themselves - will there be an EVM Renaissance? 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. -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category. The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked. Follow and reach out to @chaos_labs on X to learn more! -- GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin. GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi. Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting https://glif.io/ today! -- Follow Dan: https://x.com/smyyguy Follow Ryan: https://x.com/_ryanrconnor 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 (1:57) Crypto Markets Get Obliterated (8:30) Will ETH Make New Highs (17:32) SKALE Ad (18:14) Chaos Labs Ad (18:47) GLIF Ad (19:21) Hyperliquid's Valuation (32:50) Will There Be An EVM Renaissance? -- 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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.