0xResearch

In today's episode Dan and Sam are joined by Uri Klarman, Co-Founder and CEO of BloXroute Labs. Uri and the guys first take stock of MEV boost transaction life cycles, Searcher/Builder integrations, and builder relays. Uri unpacks blockchain distribution networks and how BloXroute is the first ultra-fast BDN. Uri then shares his MEV end-state thesis, the Base Layer vs L2 conflict as a result, and the impacts of decreased block times across Ethereal vs Solana. Uri, Dan, and Sam then close out on the negative externalities as a result of blockchain distribution network efficiencies and the emerging validators requirement to enable instant inclusion. Enjoy!- -Follow Uri: https://twitter.com/uriklarmanFollow 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(05:46) ”Hexens Ad”(06:51) Transaction Life Cycle Through MEV Boost(20:03) Searcher/Builder Integration (27:34) Builder Relays (33:39) MEV End-state(50:13) Base Layer vs L2 Resolution(54:23) Solana vs Ethereum: Lower Block Time Impacts(1:02:05) Instant Inclusion Counter Argument(1:05:42) Negative Impact of BDN Efficiencies: Gas Fee Increases(1:08:34) Validators Requirement to Enable Instant Inclusion - -Resources:Payloadhttps://payload.de BloXroute Labshttps://bloxroute.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 today's episode Dan and Sam are joined by Jim, founder of Catalyst AMM. Jim unpacks the Catalyst's unique "Units of Liquidity" system, a novel approach that promises to facilitate genuine cross-chain liquidity in the crypto sphere. Delve deeper as Jim explores the vast MEV opportunities unlocked by this distinctive AMM design and the protocol's agnostic stance on cross-chain messaging. Learn all about Catalyst's comprehensive strategy to address the challenges of cross-chain liquidity.As always Dan and Sam also joined by 2 blockworks research analysts, Westie and Effort Capital. They dive into Metamask's recent launch of Sell, a seamless off-ramp for your crypto to fiat assets. They also dive into the recent controversy regarding Lido and prominent community members calling for self limitation.- -Follow Jim: https://twitter.com/0xJimFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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/- -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(02:39) Hot-Seat Cool Throne(20:27) Interview Start: 0xJim(20:45) Why is the Future Modular?(25:23) What Does Catalyst Solve?(32:15) “Hexens Ad”(33:19) What Does Catalyst Solve?(35:54) Catalyst Cross-chain Communication(45:18) Trust Minimization & Catalyst AMM(50:43) Units of Liquidity(55:47) Catalyst AMM & MEV(1:00:42) Incentivizing Long-term LPs(1:06:52) Future of Catalyst AMM- -Resources:Catalyst AMMhttps://docs.catalyst.exchange/https://catalyst.exchange/- -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.

Chad Barraford, Technical lead of THORChain, disrupts the notion of separate blockchain ecosystems. Protocol's lending for Bitcoin and Litecoin. Mechanisms to prevent vulnerabilities. Balancer exploit, Coinbase USDC deal, dYdX governance proposal, and Coinbase sharing revenue. Cross-chain capabilities of THORChain. Emergency shutdowns and decentralization in DeFi. Coinbase's stake in Circle and USDC governance. Unique features of THORChain lending. Dynamics of borrowing in a bear market. Transition from minting to borrowing in the reserve. Understanding V pool depth and its impact on trading. Role of virtual pool, bank runs, and fees. Discussion on emerging projects and innovative capabilities. THORChain's native-asset edge and increasing trade volume. Fees and future perspectives. Synthetics and derived assets.

In today's episode Dan and Sam are joined by CowSwap Technical Lead Felix. CoWSwap allows you to buy and sell tokens using gasless while providing MEV protection. They explore the economic concept of "coincidence of wants" and its application in CoWSwap, the unique batch auctions that differentiate it from traditional DEXs like Uniswap, and the protocol's unique approach to optimizing gas fees and combating MEV.As always we have an analyst segment where 2 blockworks research analysts, Westie & Ren, join the guys to dive into Crypto's latest hot narrative; Friend.Tech. A Base chain native app, Friend.Tech, allows users to create and trade tokens associated with their online profiles.- -Follow Felix: https://twitter.com/fleupold_Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:54) Friend.Tech Saga(14:00) Improving the Bonding Curve(30:24) Interview Start: Felix (30:52) CoWSwap High-Level Overview(34:32) What are Batch Auctions?(42:54) Solver Market Make-up(51:12) Solving MEV Problems in the App Layer(55:38) Impacts of One Price per token per block(55:38) “Hexens Ad”(56:42) Impacts of One Price per token per block(1:04:26) Implications of UniswapX(1:09:19) Tech VS Protocol Branding(1:11:23) Cow Hooks & Future Development Plans(1:14:32) CoWSwap & DAOs- -ResourcesCoWSwaphttps://cow.fi/https://docs.cow.fi/CoWDAO Grants Programhttps://forum.cow.fi/c/cow-grants-program/10Friend.Techhttps://twitter.com/friendtechhttps://www.friend.tech/- -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.

Darius & Alwin, Co-founders of Vertex Protocol, discuss their journey, risk management, visions for decentralization, token airdrop, and endgame strategy. The analysts cover Uniswap's search for a Loss-Versus-Rebalancing solution, Cosmos Hub Prop 818, Frax FIP 277, and Thorchain's lending market.

In today's episode Dan and Sam are joined by Ethena Labs team. Guy Young, Co-founder, and Conor Ryder, head of research, dive into the Ethena's aim to enable the internet bond and transform Ethereum into the first crypto-native yield bearing stablecoin. They dive into Ethena's revenue model, staking yield, depeg risk, bitcoin as collateral, and much more!As usual the team is also joined by two blockworks research analysts, Matt & Ren. Today they cover the GMX V2 launch, Coinbase earnings and Base season, Paypal pyUSD, and Arbitrum BoLD.- -Follow Guy: https://twitter.com/leptokurtic_Follow Conor: https://twitter.com/ConorRyderFollow Dan: https://twitter.com/smyyguyFollow Ren: https://twitter.com/purplepill3mFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:21) CEX Trading vs GMX V2(10:36) Coinbase Earnings & Base Launch(18:04) Paypal pyUSD(25:10) Arbitrum BOLD(29:40) “Atom Accelerator Ad”(30:59) Interview Start: Ethena Labs(32:53) Why Decentralized Stables are Needed(38:56) USDE User Flow & Underworking (42:32) Hedging Counter-party Risk(48:00) USDE Demand Through Yield(51:10) Protocol Revenue(56:09) Deposit Conversions(1:01:06) stETH Depeg Scenario(1:11:52) Bitcoin as Collateral(1:15:03) L2 Strategy- -ResourcesGMX V2https://twitter.com/blockworksres/status/1686413000218210305Paypal pyUSDhttps://blockworks.co/news/paypal-launches-stablecoinBOLD on Arbitrumhttps://blockworks.co/news/arbitrum-validation-protocol-permissionlessEthena Labshttps://www.ethena.fi/- -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 today's episode Dan and Sam are joined by Elipsis Labs Co-Founder Eugene. Today they dive into the DEX & AMM innovation in DeFi & Phoenix's unique approach in the Solana Ecosystem. They also discuss the MEV differences in Solana & Ethereum and bringing price discovery on-chain.As usual the team is also joined by two blockworks research analysts, Westie & Ren. Today they cover the Curve exploit, Base chain meme coin season, MakerDAO DAI savings rate, Lido dual governance token, and much more!- -Follow Eugene: https://twitter.com/0xShitTraderFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(00:49) Curve Exploit(18:36) MakerDAO DAI Savings Rate(24:02) Lido Dual Token Governance(28:34) Coinbase Base L2 Meme Coin Season(34:35) “Atom Accelerator Ad”(35:46) Interview Start: Eugene(35:55) Phoenix DEX Overview(43:50) CLOB vs AMM(48:21) Solana MEV(57:34) On-chain Price Discovery(1:11:16) MEV Umbra Research(1:15:40) Firedancer Impact on Phoenix(1:19:23) RWA Use Case(1:21:58) View on Decentralized Stable Coins - -ResourcesUmbra research on MEVhttps://twitter.com/UmbraResearchhttps://www.umbraresearch.xyz/writings/mev-on-solanaElipsis Labshttps://ellipsislabs.xyz/Phoenix DEXhttps://twitter.com/ellipsis_labs/status/1630695716048760832- -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.

Guests Michael, host of Bell Curve Podcast & Blockworks Co-Founder, and Matt, Blockworks research analyst, discuss zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and more at the EthCC conference. They explore the importance of building applications alongside infrastructure, shared sequencers, enshrining Pepsi, challenges in Tradfi adoption, the Cosmos ecosystem, and balancing decentralization with regulation.

This is an episode from Blockworks' new podcast Lightspeed! Lightspeed focuses on crypto projects that are pushing the limits of hardware and software to build first-class products. I'm dropping this Solana DeFi Panel episode here as I bet you'll want to add Lightspeed to your podcast lineup! Subscribe to Lightspeed by using the links below:Subscribe on YouTube: https://bit.ly/43o3SykSubscribe on Apple: https://apple.co/3OhiXgVSubscribe on Spotify: https://spoti.fi/3OkF7PDSolana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.- -Timestamps:(00:00) Introduction(01:15) What’s Going on in Solana DeFi?(05:02) Token Incentives and Points(14:24) What Will Spark Solana's DeFi Summer?(15:56) Capital Efficiency: CLOBS vs AMMs(16:13) Is Solana a Consumer or Professional DeFi Chain?(25:46) The Best Metrics to Evaluate a DeFi Ecosystem(34:49) Jito Liquid Staking ad(35:55) Permissionless ad(36:55) Understanding Risk and Avoiding Crazy APYs(41:08) What’s Next for Solana DeFi?(44:10) Building on Solana vs L2s(50:41) Applications vs L1s: Who Owns the User Mindshare?(53:12) Who Will Use DeFi?(56:23) Your Most Controversial Crypto Take(01:09:09) Rapid Fire- -This episode is brought to you by Jito.Jito is the easiest way to earn MEV rewards on Solana with liquid staking. Stake your SOL with Jito to start earning high yield powered by MEV and access instant liquidity through Jito’s liquid staking token JitoSOL so that you can use your staked assets across Solana DeFi. Visit jito.network to get started today!- -Follow Lucas:https://twitter.com/buffalu__Follow Jarry: https://twitter.com/jarxiaoFollow Macbrennan: https://twitter.com/macbrennanFollow Mert: https://twitter.com/0xMert_Follow Garrett: https://twitter.com/GarrettHarper_Follow Lightspeed: https://twitter.com/LightspeedpodhqGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesJitojito.networkMarginFihttps://www.marginfi.com/https://twitter.com/marginfiEllipsis Labshttps://ellipsislabs.xyz/https://twitter.com/ellipsis_labsPhoenixhttps://twitter.com/PhoenixTrade_- - Disclaimers:Lightspeed was kickstarted by a grant from the Solana Foundation.Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Bryan Pellegrino, Co-founder & CEO of LayerZero Labs, joins us this week to dive into LayerZero. Dan and Sam explore the LayerZero model, value accrual, Stargate v2 alpha, omni-chain fungible tokens, and much more!And as usual, we start the episode with our analyst bullpen joined by Blockworks researchers Ren and EffortCapital to discuss Alt EVMs, XRP security status, direction of Web3 Social platforms, and much more!- -Follow Bryan: https://twitter.com/PrimordialAAFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow EffortCapital: https://twitter.com/EffortCapitalFollow 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/- -Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! - -Use code 0X30 to get 30% off Permissionless 2023 in Austin:https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Introduction(01:15) Hot Seat & Cool Throne(38:03) Interview Start: Bryan Pellegrino(38:19) LayerZero Model Overview(42:44) LayerZero Ecosystem Development(50:54) Future of Blockchain Infrastructure(55:36) Stargate Sybil Volume(58:39) Impact of CCTP(1:01:58) Stargate V2: The Alpha Drop(1:08:23) Protocol Value Accrual (1:14:29) Omni-chain Fungible Tokens (OFTs)- -ResourcesXRP Security Rulinghttps://blockworks.co/news/judge-rules-ripple-xrp-not-securityLayerZerohttps://layerzero.network/- -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.