0xresearch by Blockworks
Last Updated: April 29, 2026
0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.
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Inside Hyperlend: Building a Lending Protocol on Hyperliquid | Ness
In this episode, we’re joined by Ness, CEO and Co-founder of Hyperlend, to discuss building on Hyperliquid, the decision to adopt an Aave-based design, and how the protocol approaches interest rates and borrowing against L1 positions. We also cover liquid HLP, token launch and staking incentives, competitive positioning, tokenized equities, and Hyperlend’s roadmap, including institutional growth and private credit markets.
Why Perps Are Overtaking Options | DAS New York
In this episode, Shaundadevens outlines the thesis that 24/7 equity perpetuals will become a major theme. He explains why perpetuals outperform options for price exposure, evaluates market size and infrastructure requirements, highlights Hyperliquid and TradeXYZ, and examines silver and crude oil case studies demonstrating efficiency and weekend price discovery.
Institutional DeFi & Yield in Modern Markets | EthCC Panels
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.
Tokenization, AI Agents, and the Future of DeFi | Aryan
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.
The State of Liquid Token Markets | DAS New York
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.
Architecting DeFi’s Yield Curve | DAS New York
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.
Investor Relations in the Onchain Era
In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.
Hyperliquid, Solana, and Crypto's Outlook | Livestream
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.
PUMPFUN, ACX & AAVE | Livestream
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.
HIP-3, Canton and Blockchain Monetization | Livestream
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.
Introducing: Inflection Point | The Crypto-TradFi Convergence
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!
Axiom and AI Layoffs | Livestream
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.
Jito BAM and Solana Market Structure | Lucas Bruder
In today’s episode we are joined by Lucas Bruder, Co-Founder of Jito Labs to discuss Jito’s BAM block builder on Solana, highlighting transparency, verifiability, and application-controlled execution. We also cover market structure, stake adoption, MCP, slot time reductions, and JitoSOL’s ETF efforts.
VVV, CFTC and Morpho | Livestream
In this episode we discuss Blockworks’ new investor relations platform with Solana, Apollo’s planned Morpho token acquisition and fee model questions, Dragonfly’s $650 million fundraise, CFTC support for prediction markets amid state tensions, and renewed interest in Venice’s AI token model.
Aave Governance, Polymarket, and LayerZero’s Zero Chain | Livestream
In this episode, we discuss the implication of Aave’s recent governance proposals, our outlook on Polymarket, and LayerZero’s “zero” chain. Thanks for tuning in!
MegaETH Live, Saylor Slippage & Tempo | Livestream
In this episode we discuss Michael Saylor’s Bitcoin purchase execution and leverage strategy, and persistent public skepticism toward crypto. We also review MegaETH’s launch and KPI vesting, and examine Dan Romero’s move from Farcaster to Tempo.
Forecasting Crypto Market Regimes
In today’s episode we are joined by Luke from the research team to discuss Blockworks Research’s report on using Pendle’s sUSDe term structure to forecast crypto market regimes. It covers yield curves, backwardation versus contango signals, links to Bitcoin returns, Pendle V2 mechanics, and the potential future role of Boros and money market integration.
Curated Credit: How Maple and Morpho Approach DeFi Lending | Sid Powell & Merlin Egalite
In this episode Boccaccio and Anastasiia are joined by Sid Powell CEO & Co-Founder of Maple and Merlin Egalite Co-Founder of Morpho to discuss the evolution of DeFi credit toward curator-driven models, curator risk and transparency, collateral and liquidity risks, risk return trade off and more.
BITGO IPO, HIP-3, KNTQ | Livestream
In this episode we discuss trading activity on Hyperliquid’s HIP-3 markets, and the growth of onchain equities. We also analyze BitGo’s IPO, business model, and financial risks, and Kinetiq’s evolution beyond liquid staking.
Pendle V2 and Looking At Boros | TN
In this episode we are joined by TN to discuss Pendle’s transition from vePENDLE to sPENDLE, changes to emissions and buyback mechanics and evolving LP incentives. We also explore Boros, user adoption, V2 market design and Pendle’s near- and long-term roadmap.
MegaETH, Pump, NYSE | Livestream
In this episode we discuss Pump’s acquisition of Padre and trading platform dynamics, NYSE plans for 24/7 tokenized stock trading and MegaETH’s upcoming stress test amid questions about demand and long-term adoption.
Kaito, Lighter, and Prediction Markets | Livestream
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.
HIP-3 Market Design and Felix’s Role | Charlie, Felix Protocol
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.
Aerodrome’s Big Upgrade | Alexander Cutler
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.
HIP-3 and Markets by Kinetiq with Omnia | Livestream
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.
Crypto Is Not Dead | Livestream
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.
The Rise of Equity Perps | Livestream
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.
Hyperliquid vs Lighter, Launchpads, and Prediction Market Evolution | Livestream
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.
HumidiFi, Prediction Markets, and Tokenization Trends | Livestream
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.
The 2025 Crypto Trends Report | Alana Levin
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.
Where Is DeFi Headed? | Jim Parillo
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.
Monad Mainnet, L1 Valuations, and Berachain News | Livestream
We went live to discuss the launch of Monad mainnet, MegaETH’s pre-deposit valuations, L1 valuation trends, and the Berachain–Brevan Howard refund leak. We also covered the evolving models for blockchain monetization and capital formation.
The Next Chapter For EigenZero | Bryan Pellegrino & Sreeram Kannan
Last week we sat down with Bryan Pellegrino & Sreeram Kannan to discuss the announcement of EigenZero. We deep dive into what is EigenZero, DVNs, AI agents, details behind the collaboration between LayerZero & EigenCloud & much more. Enjoy!
State of The Market, DAT Bubble Burst & Hyperliquid
This week, we went live to discuss the current state of markets. We deep dive into what's next for crypto, Aave's app launch, the B2B model for blockchains, Pump Fun & more. Enjoy!
Solana's Fastest Growing DeFi App | MacBrennan Peet
This week we went live with MacBrennan Peet to discuss Project 0. We deep dive into their goal to become DeFi's go to prime broker, the rise of prop AMMs, what's next for markets & more. Enjoy!
Morpho, Hyperliquid & The State of HyperEVM | Charlie, Felix Protocol
This week, we went live to discuss the fallout from Stream’s DeFi blowup and its impact on Morpho. We then took a deep dive into the current state of HyperEVM and the unique opportunity that Hyperliquid has right now.
ORE, Tempo & Inside Stream’s $93M Meltdown
This week we went live with Matt & Aryan at CMT Digital to discuss the state of crypto markets, why Ore & Zcash are ripping, Stream's $93 DeFi blowup & more. Enjoy!
State of the Crypto Markets | Livestream
This week we went live to discuss the market sell off, ETF-driven flows and long-term holder selling, and tokenized funds. We also covered Canton Network use cases, the Balancer exploit, and onchain insurance.
KAIO, Monad, and Prediction Markets | Livestream
This week, we went live with KAIO’s COO, Olivier, to discuss KAIO’s goal of improving access to hedge funds, private equity, and private credit through blockchain composability, regulatory challenges and TradFi adoption, and plans to expand retail accessibility via a non-KYC diversified yield product. Afterwards, we dive into the MegaETH and Monad launches, token unlock dynamics, valuation pressures, and market behavior around prediction markets.
PumpFun, Multi-Product DeFi, MegaETH’s Token Sale, and More | Livestream
We went live to discuss PumpFun’s acquisition of Padre, memecoin trading platforms, vertical integration, and revenue strategies. We also covered multi-product DeFi, and wallet UX improvements before closing out the stream with our thoughts on MegaETH’s token sale.
Macro Takes, Echo Deals, and the MEGA Token | Livestream
This week, we’re joined by Felix Jauvin, Host of Forward Guidance, and James Christoph, our most avid podcast listener, to discuss market volatility, housing markets, macroeconomic shifts, and the outlook for 2026. Later, Namik, MegaETH’s CSO, joined the stream to cover MegaETH’s upcoming mainnet, token sale structure, and technical innovations.
The Future of Base DeFi With Aerodrome, Morpho, and Moonwell | Livestream
We went live with leaders from across the Base DeFi ecosystem to discuss Aerodrome’s tokenomics, buyback system, and relationship with Coinbase; Morpho’s lending model, fixed-rate loans, and TradFi integrations; and Moonwell’s vaults, Mamo agent, and card products.
DAS Livestream with Blockworks Research & Advisory
We went live from DAS London with our very own Blockworks Analysts, and Teddy from Kairos Research to discuss recent market volatility, DeFi’s resilience, Monad and MegaETH, and upcoming crypto developments.
DAS London Stream With Paul Faecks & Guy Young
We went live from DAS London with Paul Faecks from Plasma and Guy Young from Ethena to discuss their respective stablecoin ecosystems. With Paul, we covered Plasma’s launch, USDT growth, and the upcoming Plasma One platform. With Guy, we dove into market instability, oracles, whitelabel stablecoins, and future stablecoin trends.
Monad, BSC, MetaDAO, and More | Livestream
We went live to discuss DAS London and upcoming podcast meetups, MetaDAO ICOs, DoubleZero’s token launch and valuation, and Monad’s upcoming mainnet and airdrop plans. We closed out the stream with discussion on Solana’s growth strategy, Binance’s integrated products, and trends in DeFi ecosystems.
MetaDAO, ICOs, and Solana ETFs | Livestream
We went live to discuss Bitcoin’s test of all-time highs, MetaDAO’s “unruggable” ICO model and the Umbra ICO, the privacy-coin resurgence, and ETF flows.
DoubleZero Mainnet-Beta Launch with Austin Federa | Livestream
We went live with DoubleZero Co-Founder, Austin Federa! We discussed DoubleZero’s mainnet-beta launch, the 2Z token, and the DePIN sector going forward.
Plasma TVL Growth, Prediction Market Momentum, and Hypurrr NFTs | Livestream
We went live to discuss Plasma’s rapid TVL growth, and incentivization strategies, momentum in prediction markets and cultural betting trends, Hypurrr NFTs, perp DEX farming; and the decline of launchpads.
MetaDAO, Plasma, and DATs Crime | Livestream
On this livestream, we dive into MetaDAO’s futarchy-based fundraising platform, and its distinct approach to tokenholder rights and governance. We also discuss founder profiles, investor alignment, venture-style returns, and challenges of adoption. Additional segments cover DAT insider trading risks, Plasma’s launch strategy, Solana market dynamics, and evolving AMM models.
Building The Largest Solana Treasury Company | Kyle Samani
This week Kyle Samani joins the show to discuss the successful $1.65B raise for Forward Industries. We deep dive into how Forward Industries plan to converge between traditional markets & DeFi, the ultimate vision for the Solana treasury company, the difference between SOL & BTC DATs & why stablecoins are crypto's iPhone moment. Enjoy!
What's Next For MegaETH, SOL DATs & CZ Is Back
This week, Bread from MegaETH joins the show to discuss everything happening in the ecosystem. We deep dive into what's next for MegaETH, partnering with Ethena, state of the market, the return of CZ & more. Enjoy!
HIP-3, USDH, and Felix | Charlie
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.
Base Token, Pumpfun’s Rise, and Solana DATs | Livestream
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.
Solana DATs, Tether’s USAT Announcement, the Gemini IPO, and USDH | Livestream
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!
HYPE Stablecoins, TCG Meta, New DATcos | Livestream
During this livestream, we discuss Hyperliquid stablecoins, trading card game tokenization trends, MegaETH and Ethena’s USDM announcement, and new DATco-driven market dynamics.
Rollup Roundup with Gelato, L2Beat, Succinct, and Spire | Livestream
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.
Valantis Deep Dive: Understanding the Modular Exchange Protocol | Deven & Ali
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!
The CFTC’s Policy Shift, HYPE’s Valuation, and the SOL DAT Trade | Livestream
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.
Research Review: Kaito, Lending Markets, Aerodrome and Fluid | Livestream
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!
Markets Are Up, Stablecoins, and Corporate Chains | Livestream
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.
Pendle and Boros: Shaping the Future of Yield Trading | TN, Pendle
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.
Market Outlook, Tom Lee's Size, and the Launchpad Narrative Revival | Livestream
In this livestream, we cover the market dynamics around Tom Lee’s large ETH bids, ETH flipping BTC in ETF flows, and protocol buyback trends across Ethereum and Solana. We also look into the revival of launchpad activity with Pump, Bonk, and new entrants like Heaven. The discussion also analyzes Zora’s platform growth, creator coin economics, and staking/ETF developments.Thanks for tuning in!
Kinetiq Deep Dive: Liquid Staking, HIP-3 and the Launch Model | Greenz & Omnia
In this episode, we’re joined by two of the three Kinetiq Co-founders, Omnia and Greenz, to discuss building a liquid staking protocol on Hyperliquid. They explain core differences from earlier LSTs, staking yields, institutional interest in iHYPE, and DeFi integrations like Pendle and Valantis. The episode also previews Launch, Kinetiq’s “Exchange-as-a-Service” platform built on Hyperliquid’s HIP-3 protocol.Thanks for tuning in!
Green Candles, Pendle Launches Boros, and DATs | Livestream
In this week’s livestream, we discuss market momentum with ETH nearing $4K, and notable BTC–gaming stock correlations. We also dive into Pendle’s launch of Boros, and what it brings to the market. Finally, we examine digital asset treasury companies, IPO/ICO trends, tokenized pre-IPO trading, and Coinbase’s DEX trading rollout.
Lightspeed Cross-Post: The State Of Solana With Carlos Gonzalez Campo
Gm! This week we're joined by Carlos Gonzalez Campo to discuss the current state of crypto markets. We deep dive into can ETH continue to outperform SOL, an update on REV, stablecoin network effects, what is BAM & more. Enjoy!
Hot IPOs, Coinbase vs Robinhood, and DATs on the Decline | Livestream
We went live to discuss recent IPO mispricings, the rise and risks of crypto treasury companies, and the evolving strategies of Coinbase and Robinhood. Thanks for tuning in!
Ethereum’s Comeback, Solana’s Upgrades, Plasma’s Token Sale, and the Rise of Zora | Livestream
This week, we cover market sentiment, Ethereum’s roadmap and staking dynamics amid rising ETF and treasury flows, and Solana’s recent network upgrades, including CU limit increases and client diversity. We also discuss Zora’s monetization model and growth, Plasma’s token sale and stablecoin strategy, and broader questions about crypto monetization and network design. Thanks for tuning in!
PUMP’s Performance, Arbitrum DeFi, and Zora’s Rebirth | Livestream
We went live to discuss Arbitrum DeFi, Solana's performance, Zora's creator platform updates, and token buybacks across protocols like Hyperliquid and PumpFun. We closed with a critical review of Pump’s strategy, market share decline, and communication challenges post-ICO.Thanks for tuning in!
Analyzing the Crypto Majors: From ETF Inflows to Solana REV
In this episode, we discuss Bitcoin’s momentum, Ethereum’s narrative shift, and Solana’s decline in REV. We also examine treasury companies’ crypto strategies, and the resurgence of ICOs, spotlighting Pump’s recent token launch.
Treasury Vehicles, Crypto Bills, and Retail Runups | Livestream
We went live to discuss renewed retail activity in crypto markets, ETH’s price rally, and the implications of rising treasury vehicle adoption. We also examine new crypto legislation, including the CLARITY and GENIUS Acts, and discuss the PUMP’s performance, launchpad competition, retirement account access to crypto, and whether memecoins represent crypto’s enduring form of speculation.
Breaking Down the PUMP Launch | Analyst Round Table
In this episode, we discuss the launch of the PUMP token! We dive into price discovery on Hyperliquid, investor participation, ICO implications, revenue-sharing models, PumpFun’s acquisition strategy, competition with Bonk and Raydium, and predictions for post-launch valuation.Thanks for tuning in!
Crypto Venture State of the Union | Haseeb Qureshi, Jordi Alexander, and Mike Dudas
In this episode, Haseeb Qureshi, Jordi Alexander, and Mike Dudas joined us at Permissionless to explore the current state of crypto venture. We discuss the divergence between public and crypto markets, token value accrual, stablecoin infrastructure, sector-specific return dynamics, crypto credit cards, and the evolving crypto-AI startup landscape.Thanks for tuning in!
Phantom Chooses Hyperliquid for Perps | Livestream
We went live with Phantom Co-founder and CEO Brandon Millman and Phantom’s Trading Products Lead, Femi Awomosu, to discuss their recent launch of Phantom Perps! We dive into their integration with Hyperliquid, Phantom's design philosophy, and the rationale for choosing Hyperliquid. We were also joined by 0xOmnia and Max Fiege and got their views on HIP-3 and builder codes, and broader trends in onchain trading, tokenized equities, and the PUMP TGE.
From Tokens to Equities: Crypto’s New Capital Markets | Noah & Felipe
In this episode, we sat down at Permissionless with Felipe and Noah from Theia to cover crypto's macro environment, stablecoin market dynamics, and the evolution of onchain interest rates. We also explore fixed-rate lending demand, crypto equities, tokenized assets, transparency frameworks, and trends in TradFi's onchain activity.
Permissionless: The Next Generation of Consumer Crypto Apps
In this episode, we went live from Permissionless with Pat Kim, Sal Qadir, and Vishal Gupta to discuss the evolving landscape of consumer crypto apps. We dove into hybrid CeFi-DeFi platforms, real-time data markets, asset discoverability, wallet UX, on-chain trading trends, ecosystem selection, and more. Enjoy!
Crypto’s New Era: Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau
In this episode, Jon Charbonneau of DBA joined us at Permissionless to discuss regulatory arbitrage in crypto, challenges around decentralization, and the evolving role of L2s. We also explore opportunities in prediction markets, memecoins, and modular lending. Finally, we touch on investment trends, talent pools, and institutional adoption across ecosystems like Solana, Base, Monad, and Hyperliquid.Thanks for tuning in!
Macro Updates, Industry Narratives & Big Tech Coming For Crypto | Permissionless IV Recap
To recap Permissionless, we got the hosts from 0xResearch, Forward Guidance, Lightspeed, and Supply Shock together to discuss their thoughts from the conference, and what they are excited about going forward. Enjoy!
Polymarket’s Cultural Relevance, PumpFun’s ICO, and Prosumer Apps | Analyst Round Table
We're coming to you live from Permissionless! We cover Polymarket’s resurgence and cultural relevance, PumpFun’s consumer-driven strategy and funding ambitions, and the evolving role of trading bots and prosumer apps. We also explore CEX onchain strategies, Robinhood’s approach to crypto, and how IPO trends may reshape the industry’s capital markets.
The Token Transparency Framework, Worldcoin, and X’s Super App | Livestream
In this episode, we went live to discuss CEXs and their recent moves onchain, Kamino’s valuation, and Reddit’s talks with Worldcoin. We were also joined by Brian Smith from Jito to discuss Blockworks’ Token Transparency Framework. Finally, we covered the current state of the trenches and X’s plans to develop a “super app”.Thanks for tuning in!
Institutional Capital Is Reshaping Crypto | Analyst Round Table
In this episode, we unpack crypto’s “revenue meta,” the shift from narrative-driven investing to fundamentals, and how token value accrual is evolving. We also cover CEX-DEX integrations, PumpFun’s token valuation, HYPE buybacks, and why institutional capital is reshaping market dynamics. Thanks for tuning in!
Introducing The Token Transparency Framework | Empire
On this episode, Yano is joined by Dan Smith of Blockworks Research, Felipe Montealegre of Theia Research and Louis T of L1D to publicly launch a brand new, industry leading Token Transparency Framework that will move the entire industry forward!
What’s Actually Working Onchain? | Ali & Cedo
In this episode, we’re joined by Ali from Valantis Labs, and Cedo from Initia, to discuss Initia appchains, the revenue and ICM metas, and under-collateralized lending in crypto. We also dive into CLOBs vs AMMs, Hyperliquid’s spot ecosystem, and what new things there are to do onchain. Thanks for tuning in!
Livestream: $740,000 ETH, Stablecoins, and Monad’s Mission | Friday, June 13th
This week we’re joined by David Hoffman from Bankless, the Intern from Monad, and recurring guest stars Ian from Kairos Research, and James Christoph of 0xResearch telegram fame! We discuss valuing ETH, stablecoins and Circle’s IPO, Ethereum’s technical direction, Monad’s role in the ecosystem, and more!
The Last Mile Problem For Stablecoins | Analyst Round Table
In this episode, we discuss Plasma’s token sale, and whether USDT supply on Tron will migrate to Plasma. We also unpack Morpho’s efforts to align token vs equity incentives. Finally, we dive into what products we are currently interested in and trying out. Thanks for tuning in!
0xResearch Livestream | Friday, June 6th
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
How Should We Value Hyperliquid?
In this episode, we discuss whether the HyperEVM has been a success, HyperCore’s growth moving forward, and the impact of builder codes and HIP-3. Finally, we dive into how to value the HYPE token.Thanks for tuning in!
Institutional Capital Is Pouring Into Crypto | Analyst Round Table
In this episode, we discuss our outlooks on the market, Strategy clones, and the need for dark pools in crypto. We also dive into JitoSOL, and the possibility of it being included in a SOL ETF. Finally, we end the episode by taking a look at activity on the BNB chain.Thanks for tuning in!
The Race to Replace Mainnet | Ian Unsworth, Kairos Research
In this episode, we’re joined by Ian Unsworth from Kairos Research to discuss the return of PumpFun’s livestreams, and the impact of Alpenglow. We also dive into what apps we currently like, Solana Mobile’s Seeker, and other crypto focussed devices. Finally, we end the episode with discussion on how Ethereum Mainnet can be dethroned.Thanks for tuning in!
Is Euphoria Seeping Into the Market? | Analyst Round Table
In this episode, we cover emerging market euphoria, Bitcoin inflows, Circle’s IPO ambitions, and Plasma’s token sale. Carlos and Ryan also give us their takeaways from Solana's Accelerate conference, and the buzz around Solana Mobile’s new phone, Seeker. Finally, we dive into U.S. regulatory shifts around perps trading, and the rapidly developing MegaETH ecosystem.
Has AI Revived the DePIN Sector? | Dmitriy Berenzon
In this episode, we’re joined by Dmitriy Berenzon, a Partner at Archetype, to discuss investing in DePIN, the payments and stablecoins sector today, and consumer crypto. We cover decentralized compute networks, stablecoin fragmentation, payments infrastructure, the UX gap between TradFi and crypto, crypto neobanks, and how AI agents may reshape onchain activity and financial rails.Thanks for tuning in!
The Rise of Internet Capital Markets | Analyst Round Table
In this episode, we discuss Bitcoin’s return to all-time highs, and increasing institutional interest in crypto. We also dive into the rise of the Believe app and internet capital markets, trends in Solana’s trading bot market, and the evolution of crypto mobile apps. We close the episode with a critique of Ethereum’s value narrative and cultural direction.Thanks for tuning in!
The Bandwidth Bottleneck Holding Blockchains Back | Mateo Ward & Austin Federa
In this episode, we’re joined by Austin Federa and Mateo Ward to dive into DoubleZero! They explain why bandwidth—not compute—is the real blockchain bottleneck, and how DoubleZero addresses it. We also cover validator economics, token incentives, critiques on DePIN, performance benchmarks, and plans for Solana and beyond.
TradFi Capital Is Powering Defi’s Evolution | Round Table
In this episode, we’re joined by Ian and Teddy from Kairos Research to discuss the market rebound, validator economics, and Solana’s maturing infrastructure. We also cover structural Solana flows, ETF demand dynamics, and growing institutional interest in crypto assets. Finally, we dive into recent crypto M&A, Robinhood’s blockchain ambitions, and Hyperliquid’s potential as the next breakout ecosystem.Thanks for tuning in!
Apps Are Taking Over Crypto | 6th Man Ventures
In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.Thanks for tuning in!
The State Of Solana DeFi | Round Table
Gm, this week we discuss the state of Solana DeFi. We deep dive into why is everyone so bearish, Ethereum's big pivot, Solana perps market share, app revenue, bringing Bitcoin onchain & more. Enjoy!
The Ongoing Battle For Memecoin Market Share | Danny & Westie Power Hour
In this episode, Danny and Westie discuss their current market outlook, Bitcoin’s relative strength, and stagnation in crypto. They also unpack Ethereum’s strategic shift toward L1 scaling, the evolving meme coin launchpad landscape, and a wave of new L1 blockchain raises.Thanks for tuning in!
The Bull Case For Ethena’s Ecosystem and the Helium Network | Round Table
In this episode, we discuss our current crypto market outlooks, Helium’s efforts to decentralize telecom infrastructure, and Ethena’s evolution into an institutional DeFi chain. We also discuss the state of decentralized AI, US regulatory impacts on DeFi, and macro influences shaping crypto markets heading into summer.Thanks for tuning in!
Bitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau
In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.Thanks for tuning in!
Can Zora’s Model Work? | Round Table
In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the implications of its “for-fun” token. They also explore app vs. chain revenue dynamics, and the evolving role of “fat apps” in capturing value across crypto ecosystems.
How Ethena is Redefining Digital Finance | Guy Young
In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi.
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