Carlos

Ryan Connor and Carlos, crypto analysts at Blockworks Research, share their insights on major shifts in the market. They dive into the CFTC’s new guidance for U.S. access to foreign exchanges and its potential impact on Coinbase. Hyperliquid’s dynamic revenue growth is compared to established platforms like Solana and Ethereum. The duo also unpacks the significance of the SOL DAT trade amidst evolving regulatory landscapes and institutional interests, making for a compelling discussion about the future of crypto investments.

Carlos, a member of the Blockworks Research team, dives into intriguing crypto topics this week. He discusses Bitcoin's push towards all-time highs and the innovative "unruggable" ICO model from MetaDAO, detailing its governance and investor protections. They analyze Umbra's ICO demand and compare different launchpads. The conversation also explores the sustainability of privacy coins and the potential impact of ETFs on Solana dynamics, all while weighing the balance between market narratives and fundamental value.

Join Mark Arjun, a member of the Blockworks Research team, and Carlos, a savvy crypto analyst, as they dive into the intriguing world of stablecoins. They explore the rise of corporate-backed currencies, such as a potential stablecoin from Walmart, and how blockchain strategies from companies like Stripe are shaking things up. The duo also discusses the growing complexities of stablecoin ecosystems and the interplay between crypto and traditional finance, all while keeping an eye on market sentiment amid current volatility.

Carlos, a member of Blockworks Research, dives into the exciting world of Solana's future with a focus on recent ETF inflows and the dynamics of payment for order flow. He shares insights into why JitoSOL is losing ground to Sanctum, discussing both market share and technical advantages. Predictions for 2026 highlight a shift towards revenue-share routing and the rise of stablecoin neobanks on Solana. Plus, they explore how apps may adapt to optimize user experience by absorbing gas fees. A must-listen for crypto enthusiasts!

Sam Schubert, a Blockworks researcher who led the Solana block-building investigation, and Carlos, a Blockworks Solana analyst, unpack the Jito BAM vs Harmonic clash. They discuss block packing, transaction ordering, MEV and fee impacts. They examine validator client shifts, MCP/Alpenglow protocol fixes, and the future move toward application-controlled execution.