0xResearch

In this week's bonus interview, we are joined by Blocknative CEO and Co-founder Matt Cutler to dive into the world of MEV and order flow on Ethereum. They explore how the proof-of-stake transition has impacted block building, the economics and incentives faced by builders and relays, and the prevalence of private order flow. Matt shares his thoughts on protocol changes like MEV-Geth and burning and how to make order flow more equitable for users. Looking ahead, he discusses how L2 scaling could reshape MEV dynamics and why Blocknative remains committed to improving Ethereum despite its flaws. - -Follow Matt Cutler: https://twitter.com/mcutlerFollow 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/- -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 (1:44) MEVBoost Supply Chain & Blocknatives Role (9:58) Economic Incentives in MEV (17:36) Hexens Ad (18:40) Prevalence of Private Order Flow (29:00) Metamask Ad (29:44) MEV Burn Impact (41:36) Why Build in Ethereum? - -ResourcesBlocknative Docshttps://docs.blocknative.com/ - -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.

In this week's interview Frax Finance Founder Sam Kazemian joins us to dissect Frax and how he sees Frax becoming the future of onchain money. They dive into the shift to being fully collateralized, Frax's singular real world asset strategy of accessing Fed rates, and new products like sFRAX yielding near the IORB and FXB for creating an on-chain yield curve. Sam explains the mechanics ensuring the peg in different markets, integrating with partners like Paxos, and FraxEth v2 transitioning to permissionless validation. He shares Frax's vision of becoming a compliant, safe, and systemically important stablecoin protocol across layers and blockchains.- -Follow Sam Kazemian: https://twitter.com/samkazemianFollow 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/- -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/- -Timestamps(0:00) Introduction(1:12) Frax V3 Explained(4:18) Marginally Collateralized Stablecoin Design(10:40) Directing Profits to veFXS Holders(22:22) Reporting Offchain Asset Info Onchain(26:08) Backing a Stablecoin with RWAs(30:27) Hexeans AD(31:32) Frax Gov Module(36:47) Managing Duration Mismatches(44:38) Revenue on FXB and sFrax(52:47) FraxEth Performance(57:19) Frax Eth V2- -ResourcesFraxV3 Overviewhttps://docs.frax.finance/frax-v3/overview - -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.

In this week's analyst table, Dan and Sam are joined by Blockworks research analysts Matt and Brick to discuss the fake Bitcoin ETF news that briefly pumped BTC price 7% before plunging back down. They also analyze Lido's proposal to sunset Staked Sol, the Arbitrum incentive program results, and debate whether real world assets coming on-chain will be a long-term value proposition. The group also weighs in on the controversy around Uniswap V4's optional KYC compliance hooks, arguing that crypto will likely see more regulatory compliant options emerge. Hope you 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 Matt: https://twitter.com/MattFiebachFollow 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:(00:00) Introduction(01:39) ETF Approval Fake News(09:48) Stride Community Rejects Enshrinement (11:06) “Hexens Ad”(12:10) Blur Fee Switch Proposal (21:12) “MetaMask Ad”(21:56) Arbitrum STIPs Review(30:25) Surprise Grant Snubs and Winners(37:01) Lido DAO Sunsets stSOL(46:27) Link CCIP Overblown?(53:31) The Efficacy of RWAs(57:57) Uniswap V4 KYC Hook Hate- -ResourcesIntern Tweethttps://x.com/intern/status/1713932991905284137Stride Buyout Episodehttps://www.youtube.com/watch?v=TUrqpCf62bcWash Filter by Hildobbyhttps://x.com/hildobby_/status/1603763322012041217- -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.

In this week's interview Dan and Sam are joined by Bitwise CIO Matt Hougan and research analyst Ryan Rasmussen to discuss the exciting launch of a 2 Ethereum futures ETFs. They also discuss the prospects for Bitcoin and Ethereum spot ETF approval, Coinbase's low valuation and promising outlook, and promising use-cases for real-world adoption. - -Follow Ryan Rasmussen: https://twitter.com/RasterlyRockFollow Matt Hougan: https://twitter.com/Matt_HouganFollow 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/- -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/- -Timestamps:(00:00) Introduction(01:21) Eth Futures ETF(10:20) “Hexens Ad”(11:19) Regulatory Nuances of Futures Markets(18:24) Perspective on Macro Environment(22:53) Sentiment on Coinbase Role(34:10) Supply Overhangs and Institutional Sentiment(40:20) Crypto's Existential Threats(44:45) Finding the Killer Crypto App(50:38) RWAs and Tokenizing T-Bills- -Resources:Bitwisehttps://bitwiseinvestments.com/https://blockworks.co/news/ether-futures-etfs-vaneck-proshares-bitwise-offerings- -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.

Analysts EffortCapital and Ren join Dan and Sam to discuss Cosmos events, including potential mergers and token inflation adjustments. They also dissect alleged illicit transactions moved through Thorswap and its shutdown. Lido's growing share of staked Ether and the ongoing debate are explored. EffortCapital mentions new album releases from Drake and Lil Wayne.

James Huntsaker, co-founder of Monad, discusses the technical architecture and challenges of the rising L1 project focused on optimizing and scaling the Ethereum Virtual Machine (EVM). Topics include Monad's parallel execution design, BFT consensus mechanism, database structure, and compatibility with existing EVM contracts. The podcast also explores the concept of parallel execution in blockchain transactions and the comparison between parallel execution on EVM and Solana.

EffortCapital and Westie, Blockworks research analysts join Dan and Sam to cover Uniswap Foundation's funding request, Arbitrum grants program, dYdX incentives. They discuss token issuance as a cost in blockchain protocols and analyze Coinbase's retail perps launch and international expansion.

In this episode, Dan and Sam interview Nick Johnson, technical lead of ENS. They discuss the past, present, and future of ENS, including the vision for a neutral naming service and scaling decisions in an L2 world. They also explore key features like the ENS Fairy and V3 name manager. The conversation touches on digital identities and the evolving use-cases of ENS.

EffortCapital and 0xPibblez join Dan and Sam to discuss Base TVL growth, Frax V3 audit, Cosmos hub ROI, and Eclipse SVM L2 rise. They also delve into governance updates including Arbitrum DAO incentives and Maker RWA vault debt ceiling raising.

Recap of the Permissionless conference with discussions on institutions entering crypto, shared sequencers and account abstraction, uncertainties around gaming, and the need for better data. Also, the integration of Layer0 and Google Cloud oracle service is examined and its implications for decentralization efforts.