0xResearch

Blockworks
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Dec 7, 2023 • 57min

Alluvial: The Enterprise-Grade Liquid Staking Standard | Mara Schmiedt

In this week's interview Dan and Sam are joined by Alluvial co-founder and CEO, Mara Schmiedt. They explore Alluvial's role in Liquid Collective's innovative offerings in the staking market. They dive into the trends of staking in crypto markets and the overall growth of liquid staking. Mara provides insights on the introduction of service level agreements (SLAs) in liquid staking, contributing to superior staking performance. We touch upon the and much more in the world of decentralized finance. Additionally, we delve into the target customer segment, significance of KYC in the minting process, and the future of liquid staking. For all this and more stay tuned!- -Follow Mara: https://twitter.com/MaraSchmiedtFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home- -Timestamps(0:00) Introduction(1:44) The Liquid Staking Collective(12:25) Service Level Agreements (20:15) Ensuring Performance of Selected Set (28:40) KYC Methodology & Integrators(33:07) DAS London Ad(34:03) Target User(44:23) Fee Structure (52:16) Expansion and Balancing Competitors- - ResourcesAlluvial https://twitter.com/alluvialfinanceLiquid Staking collective https://twitter.com/liquid_col- - 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
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Dec 6, 2023 • 1h 1min

How to Evaluate TIA & Data Availability Services | Analyst Round Table

This podcast explores topics such as NFTs, Bitcoin, data availability services, app chains vs layer 2 solutions, and the popularity of gaming in the cryptocurrency space. The speakers discuss the valuation of Celestia, the profitability of data availability layers, and the potential impact of the spot ETF decision from the SEC on Bitcoin. They also talk about the challenges of indexing a large number of chains, the future potential of D Y DX, and the driving force behind Ethereum's price valuation.
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Nov 29, 2023 • 1h 5min

BLAST L2: The NFT Perps and Native Yield Super Chain? | Analyst Round Table | Analyst Round Table

In this week's analyst table Dan and Sam are joined by Blockworks research analysts Ren and Pibblez breakdown the hype around new L2 BLAST and its controversial pre-launch deposit contract and MakerDAO's record revenue. The team then moves on to crypto gaming viability with games like illuvium, and recent governance updates such as reduced inflation for Cosmos Hub's ATOM & Arbitrum STIPs back funding. Enjoy! As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.- -Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Ren: https://twitter.com/purplepill3mFollow Pibblez: https://twitter.com/0xpibblezFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/homeTimestamps- -(0:00) Introduction(1:08) MakerDAO All-Time High Revenue(4:04) Vertex Strong Volume and Token Performance(7:13) Crypto Gaming: Real Deal or Narrative?(15:29) CCTP Live on Noble(22:34) DAS London Ad(23:30) Justin Sun $200M Total Hacks(27:31) Blast L2 CT Drama(38:47) JitoSOL Token Airdrop(49:18) Prop 848 Cosmos Hub Passes(54:50) Arbitrum STIPs Back Fund Passes- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
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Nov 22, 2023 • 1h 13min

Token Holders vs App Users: Who Matters Most? | Analyst Round Table

Blockworks research analysts Ren and Brick join the analyst round table to discuss Avalanche's surge in transactions, MakerDAO's peg stability module, dYdX market manipulation event, crypto gaming projects, and the Pyth airdrop.
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Nov 15, 2023 • 1h 9min

The Solana Rally: What Everyone Overlooked | Analyst Round Table

In this analyst round table, Matt Fiebach and Garret Harper discuss Solana's developer traction, low fees, and ecosystem upgrades like Firedancer. They also touch on governance updates from Synthetix, Arbitrum, and dYdX.
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Nov 8, 2023 • 50min

What's Wrong With DAOs, Coinbase Earnings, and Arbitrum Staking Prop | Analyst Round Table

In this episode, Blockworks Research analysts dive into Coinbase's Q3 earnings, Solana’s Breakpoint conference and strength, issues with Prisma points airdrop, Osmosis network struggles, and the state of Near and Jupiter protocols. The team also covers governance updates for Arbitrum, Ribbon, and Uniswap. To close out they analyze the upcoming Celestia airdrop and the current state of CosmosAs always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.- -Follow Sam: https://twitter.com/swmartin19Follow Effort Capital: https://twitter.com/EffortCapitalFollow Pibblez: https://twitter.com/0xpibblezFollow Ren: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.https://hexens.io/- -Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - -Timestamps(0:00) Introduction(1:54) DeFi 1.0 Runs & ETH/MKR Price Struggles(5:25) PSM Debacle(7:22) Hexens Ad(8:09) Arbitrum Staking Proposal(17:00) Need for Professional DAO Service Providers(22:15) Coinbase Q3 Earnings(31:15) DAS London Ad(32:11) Prisma Finance Farming(36:57) Osmosis DDoS(43:23) Alt Season: Near, Avax, Solana- -ResourcesArbitrum Stakinghttps://snapshot.org/#/arbitrumfoundation.eth/proposal/0xf22530295daee96dffd7f70854475c06216a4d3594929672f71c12bf638bb0c8Arbitrum Coalition https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x42f68a26ff5a5be692a80468a1d1885cf07d590836536f5169cc4b69f64f3f37- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
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Nov 2, 2023 • 1h 2min

EigenLayer: The Endgame Coordination Layer | Sreeram Kannan and Soubhik Deb

In this week's interview, EigenLayer CEO and Founder Sreeram Kannan and Principal Researcher Soubhik join us to unpack how EigenLayer aims to become the coordination infrastructure of Web3. They discuss the vision for EigenLayer as a platform that allows developers to build and integrate specialized protocols through a shared security model backed by Ethereum staking. Kannan outlines the roles of stakers, node operators, and developers building actively validated services (AVS) within the EigenLayer ecosystem. They also explore potential AVS use cases like rollups, bridges, fast finality, and applied cryptography. They close out by discussing potential enshrinement and the 2023-2024 roadmap. Enjoy! - -Follow Sreeram: https://twitter.com/sreeramkannan Follow Soubhik: https://twitter.com/soubhik_deb Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe 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/- - Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more. https://hexens.io/- - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - -Timestamps (0:00) Introduction (2:22) Why Build EigenLayer? (7:40) Why Focus on Eth? (11:15) DAS London Ad (12:01) Centralization Risks of Shared Security (17:15) Hexens Ad (18:02) The Role of an Operator (24:44) Rollup Services and Decentralized Sequencing (28:46) Importance of Dual Staking & Espresso (38:25) Shared Security Design & Economics (46:52) EigenLayer Slashing Explained (51:50) EigenLayer Enshrinement Thesis (59:02) Launch Timeline for AVS Protocols - - 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
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Nov 1, 2023 • 1h 8min

LidoDAO and LayerZero wstETH Saga and dYdX Mainnet Launch | Analyst Round Table

This week's analyst table has Blockworks Research Analysts Dan, Sam, Ren, and Brick diving into Pepe's recent 6.9 trillion token burn and Thorchain's RUNE token burning through its new lending protocol. They also cover governance proposals for Arbitrum staking rewards and Curve DAO's potential distribution of protocol revenue in CRV USD. They also dissect LidoDAO's reaction to LayerZero's "unilateral" wstETH deployment and the hype around Solana's upcoming Breakpoint conference. Enjoy!As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.- -Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Brick: https://twitter.com/0x___BrickFollow Ren: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.https://hexens.io/- -MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch- -Timestamps(0:00) Introduction(2:15) Pepe Token Burn(3:41) Thorchain RUNE Token Burn(6:41) Friend.Tech Fork Failures(14:56) Hexens Ad(15:44) Arbitrum Staking Proposal(26:30) Curve crvUSD Protocol Revenue(35:47) Osmosis Incentivizing dYdX Liquidity(39:34) Metamask Ad(40:18) LayerZero wstETH Bridge Deployment(50:22) Are You Sidelined?(1:00:41) dYdX Launch- -ResourcesWhat To Expect dYdX V4https://app.blockworksresearch.com/research/what-to-expect-from-d-yd-x-v4- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.
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6 snips
Oct 26, 2023 • 1h

How Akash Network is Democratizing Access to Cloud GPUs | Greg Osuri

Greg Osuri, CEO and Founder of Akash Network, discusses the high demand and utilization on Akash, training AI models on the blockchain, the mission behind Akash, the economics of their cloud marketplace, and his vision for the protocol going forward. Other topics include the mainnet six upgrade, keeping fees low on Akash, the upcoming digital assets summit in London, and the benefits of building a marketplace on a blockchain.
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Oct 25, 2023 • 1h 9min

ETF Market Rally, Celestia Airdrop Woes, and Polygon's POL Migration | Analyst Round Table

In this week's analyst table, Dan and Sam are joined by Blockworks Research Analysts Ren and Pibblez to discuss Bitcoin's recent dominance and price gains, upcoming Polkadot token unlocks, Scroll's mainnet launch, and Circle's Gas Station product launch. They also cover governance changes like Atom's inflation rate proposal, Polygon's migration to POL, and debates around Uniswap's controversial interface fee. The group also analyzes Celestia's token airdrop, the L1 vs L2 landscape, and the need for real-world crypto adoption beyond speculation. 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 our opinions, not financial advice.- -Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow Ren: https://twitter.com/purplepill3mFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.https://hexens.io/- -MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake. Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch- -Timestamps(0:00) Introduction(2:23) Biggest Mover: Bitcoin Dominance(9:25) Metamask Ad(10:08) Atom Tokenomic Discussions(11:33) Ekubo DAO Collects UNI Token(16:22) Aave GHO Borrow Rate Increase(22:52) sFrax TVL at $40M(24:01) Polygon Migrates from Matic to POL(32:41) Hexens Ad(33:29) Polkadot DOT Unlock(40:21) Scroll Mainnet Launch Review(46:54) Celestia Airdrop Claims Disaster(52:56) Circle Gas Station Launch(57:02) Uniswap Interface Fee- -ResourcesBlockworks Research Polygon Researchhttps://x.com/blockworksres/status/1557364509110517761Blackrock ETF Amendmenthttps://x.com/SGJohnsson/status/1716477694261485980Bitwise Crypto Real-world use case paperhttps://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories- -Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one placeBlockworks 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

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