0xResearch
Blockworks
0xResearch is 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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Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get daily alpha and insights from the Blockworks Research team. Subscribe to the 0xResearch newsletter: https://blockworks.co/newsletter/0xresearch
Join the 0xResearch Telegram group: https://t.me/+UFFz4z3qyrhhMDYx
Episodes
Mentioned books
Feb 17, 2026 • 1h 13min
VVV, CFTC and Morpho | Livestream
They analyze Apollo’s planned Morpho token acquisition and the murky disclosure around fee models and front-end dynamics. They cover Dragonfly’s $650M raise and what massive VC capital means for deployment and valuations. They discuss the CFTC signaling for prediction markets amid state regulatory tensions. They unpack Venice’s VVV AI token model, two-token mechanics, pricing and arbitrage narratives.
Feb 13, 2026 • 54min
Aave Governance, Polymarket, and LayerZero’s Zero Chain | Livestream
A heated breakdown of Aave’s governance fight, buybacks, treasury size and proposed revenue routing. A deep dive into Polymarket’s prediction-market thesis and whether retail inefficiencies can be monetized. A discussion of LayerZero’s new Zero chain, token questions, and why a messaging protocol might launch its own chain.
Feb 9, 2026 • 57min
MegaETH Live, Saylor Slippage & Tempo | Livestream
They dissect Michael Saylor’s Bitcoin buying execution, leverage choices, and associated debt risks. They break down MegaETH’s launch, onboarding hoops, KPI-based vesting and early app experiences. They examine Dan Romero’s move from Farcaster to Tempo and what that could mean for product and knowledge-graph integrations. They debate token structures, transparency and the tension between big players and open DeFi.
11 snips
Feb 6, 2026 • 59min
Forecasting Crypto Market Regimes
A deep dive into on-chain yield curves and how Pendle V2 expirations reveal implied yields. A look at contango versus backwardation and their links to short-term Bitcoin returns. Discussion of why sUSDe became the dominant term structure and how money market composition drives funding volatility. A preview of Boros and other venues that could reshape on-chain rate markets.
Feb 2, 2026 • 1h 3min
Curated Credit: How Maple and Morpho Approach DeFi Lending | Sid Powell & Merlin Egalite
Merlin Egalite, co-founder of Morpho building a permissionless credit layer for composable, intent-based lending. Sid Powell, CEO of Maple, running institutional on-chain lending with $4.5B AUM and active underwriting. They discuss the shift to curator-driven credit, how depositor risk migrates to curators, APY vs. hidden tail risks, transparency and ratings, and new collateral and distribution models.
7 snips
Jan 27, 2026 • 1h 2min
BITGO IPO, HIP-3, KNTQ | Livestream
They dig into surging onchain trading in Hyperliquid’s HIP-3 markets, especially metals and equity perps. They break down BitGo’s S‑1, business model, revenue accounting quirks, and concentration risks. They trace Kinetiq’s shift from liquid staking to HIP-3 deployment and what that means for valuation and execution risk.
Jan 23, 2026 • 45min
Pendle V2 and Looking At Boros | TN
They discuss Pendle’s shift from vePENDLE to sPENDLE and the new buyback-and-distribute mechanics. Conversation covers Boros as a fixed-rate instrument, its volumes, OTC matching, and market expansion plans. They preview Pendle V2’s algorithmic emission weighting and strategic incentives. Roadmap items include stable/synthetic dollars, RWA targets, and reducing TVL reliance.
Jan 19, 2026 • 53min
MegaETH, Pump, NYSE | Livestream
Dive into the riveting world of crypto as the hosts dissect Pump's bold acquisition of Padre and its implications for token launches. The discussion heats up with the NYSE's plans for 24/7 tokenized stock trading, raising questions about regulatory timing. A global stress test for MegaETH is on the horizon, sparking debates over long-term demand and developer interest. The conversation further explores how DeFi platforms can scale and the strategic need for smarter incentives to retain users in a competitive landscape.
Jan 16, 2026 • 1h 1min
Kaito, Lighter, and Prediction Markets | Livestream
Recent developments in crypto are dissected, with insights on Lighter’s perpetuals and Kaito’s shift to curated marketing. The hosts explore the rising trend of mobile-first crypto onboarding and how platforms like Kaido are incentivizing user participation through bot-driven mechanics. They also debate the regulatory implications of prediction markets, questioning their similarity to gambling. Additionally, they analyze the evolving landscape of social trading features and how market dynamics impact revenue. Tune in for a lively discussion!
Jan 12, 2026 • 1h 2min
HIP-3 Market Design and Felix’s Role | Charlie, Felix Protocol
Dive into the evolution of trading platforms with insights on market structure and user experience. Discover the impact of liquidity challenges and the competition among protocols. Explore unique strategies to attract taker flow and bootstrap spot liquidity. Uncover Felix's intriguing exploration of on-chain tokenized stocks and the complexities of stablecoin dynamics. The discussion also navigates revenue models, protocol trade-offs, and the future of decentralized finance—balancing innovation with growth.
