

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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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

May 24, 2023 • 1h 29min
Can Decentralized Social Scale? | Stani Kulecov (Lens, Aave)
Stani Kulechov joins us to discuss how Aave and Lens are building scalable primitives to accelerate crypto's adoption curve. We explore crypto's killer app, why decentralized social matters, how the Momoca DA layer scales Lens, the incentives behind building GHO and more!And as usual, we start the episode with our analyst bullpen to discuss Coinbase's new subscription product, Lido exit liquidity games and Curve's LLAMA lending protocol.- -Timestamps:(00:00) Introduction(00:43) Hot Seat/Cool Throne(34:59) Interview Start: Crypto’s Adoption Curve and Killer App(46:35) Should Protocols Share Revenue With Token Holders?(51:00) Why Decentralized Social Media?(57:07) Building on Polygon(1:03:16) Lens Tx Process Flow and the Momoca DA Layer(1:14:46) Aave’s GHO(1:18:38) How Spark Will Influence Aave’s Market for DAI Lending(1:21:57) Building Core Infrastructure(1:24:49) Decentralized Identity Solutions & Undercollateralized Loans- -Follow Stani: https://twitter.com/StaniKulechovFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Purplepill: https://twitter.com/purplepill3mFollow 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/- -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! - -Resources: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.

May 17, 2023 • 1h 20min
Why Coinbase Is Incredibly Mispriced | Matt Hougan, Ryan Rasmussen
Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report.- -Timestamps:(00:00) Introduction(01:05) Hot Seat/Cool Throne(26:10) Interview Start: Institutional Investor Sentiment(37:23) Regulation Outlook(40:59) The Coinbase Bull Case(49:26) L2 Valuations: Arbitrum vs Optimism(51:49) Implications of USDC’s Depeg(57:11) The Decoupling of Equities and Crypto(1:00:42) DEX Market Share and Brand Moats in Crypto(1:05:02) LST Baskets(1:06:46) Returning Protocol Revenue to Token Holders(1:08:48) BRC-20s, High Fees and L2 Volume Growth- -Follow Matt: https://twitter.com/Matt_HouganFollow Ryan: https://mobile.twitter.com/rasterlyrockFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Purplepill: https://twitter.com/purplepill3mFollow 0xPibblez: 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/- -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! - -Resources:Tether's Q1 Reporthttps://bit.ly/42UOYzYBitwise's websitehttps://bitwiseinvestments.com/- -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.

May 11, 2023 • 48min
Meme Mania: Why You Should Pay Attention | 1000x
SPECIAL EPISODE: This is an episode of Blockworks' new podcast called 1000x! 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that is for traders by traders (or anyone interested in trading/markets).In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out!We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!- -Timestamps:(00:00) Introduction(00:32) Are Bank Failures Priced In?(07:31) The Impact of a Potential US Default(12:51) Repeating 2021’s Perfect Storm(18:03) Meme Mania: Why You Should Pay Attention(31:30) Deflationary ETH and Blockspace Fee Generation(36:34) BTC Miner Revenue and BRC-20s- -Follow Avi: https://twitter.com/AviFelmanFollow Jonah: https://twitter.com/jvb_xyzFollow 1000x: https://twitter.com/1000xPodSubscribe on YouTube: https://bit.ly/3FuSarXSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Resources:Golden Treehttps://www.goldentree.com/Cumberlandhttps://cumberland.io/BRC-20.iohttps://brc-20.io/- -Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

May 10, 2023 • 1h 11min
Eclipse: Rollups Powered by Solana's Virtual Machines | Neel Somani
Neel Somani joins us to discuss how Eclipse enables rollups powered by Solana's parallelizable virtual machine. You've heard the debate: "Rollups don't scale because of the single-threaded EVM." With Eclipse, this is no longer the case. Tune in to learn why Eclipse chose the SVM, Eclipse's design and settlement assurances, how rollups can maintain interoperability, where value accrues in a modular world and more!And as usual, we start the episode with our analyst bullpen to discuss Coinbase earnings, Lido DAO, ETH staking and BRC-20s.- -Timestamps:(00:00) Introduction(00:31) Hot Seat/Cool Throne(30:06) Interview Start: Neel’s EVM Terra Project(33:50) Monolithic vs Modular Chains(36:12) Eclipse: The Value Proposition & Design(47:18) Why Choose the SVM?(49:39) Trust Minimized Bridges(51:22) Parallelizable Rollups & Solana’s Firedancer(53:45) Value Accrual(56:26) Maintaining Interoperability(58:11) Rollups vs App-Specific Chains(1:00:03) MEV & Collaborations with Skip Protocol(1:02:07) Competing with Ethereum(1:03:32) What Projects Leverage Eclipse?(1:05:58) Liquidity Fragmentation & On-Boarding(1:06:53) Supporting Multiple VMs- -Follow Neel: https://twitter.com/neelsalamiFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Effort Capital: https://twitter.com/EffortCapitalFollow Westie: https://twitter.com/WestieCapitalFollow Purplepill: 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/- -Resources:Eclipsehttps://www.eclipse.builders/https://twitter.com/EclipseFNDGovHubhttps://twitter.com/JasonYanowitz/status/1654179131171512320- -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.

19 snips
May 3, 2023 • 1h 17min
The Single Shard Thesis | Logan Jastremski
Logan Jastremski joins us to discuss how parallelizable, high-throughput blockchains are the solution for scalable crypto products. We start with Logan's high-throughput thesis, why isolated fee markets and parallel computation are crucial features and how to analyze node requirements. Logan then explains why L2s won't scale, how DAS solutions are a feature, not a product, and his take on AppChains vs sector-specific chains.And as usual, we start the episode with our analyst bullpen to discuss Coinbase, liquid staking derivatives post Shapella, rETH's withdrawal design and token incentive design.- -Timestamps:(00:00) Introduction(00:30) Hot Seat/Cool Throne(25:11) Interview Start: Logan’s Background(27:08) The High-Throughput Thesis(29:10) Backpack and xNFTs(32:44) Solana: State Compression, Hardware Requirements & Value Accrual(46:00) “Lightspeed Ad”(46:41) Quantifiably Measuring Decentralization(50:30) The L2 Experiment(56:14) Isolated Fee Markets(59:30) Celestia, EigenLayer & Polygon Avail(1:03:28) AppChains, Sector-Specific Chains & Mobile(1:08:09) Solana's Community and DePIN- -Follow Logan: https://twitter.com/LoganJastremskiFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Effort Capital: https://twitter.com/EffortCapitalFollow 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/- -Resources:Westiehttps://twitter.com/WestieCapitalSynthetix Dune Dashboardhttps://dune.com/blockworks_research/synthetixPolynya's OP discussionhttps://gov.optimism.io/t/draft-inflation-adjustment-proposal-to-0/5936DefiLlamahttps://defillama.com/bridgesFrictionless Capitalhttps://www.frictionless.fund/https://twitter.com/_Frictionless_Logan's podcasthttps://www.youtube.com/@LoganJastremskiPodcastVitalik's End Gamehttps://vitalik.ca/general/2021/12/06/endgame.htmlFiredancerhttps://jumpcrypto.com/firedancer/- -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.

Apr 26, 2023 • 1h 18min
The Solana Bet | Anatoly Yakovenko
Anatoly Yakovenko joins us to discuss why Solana is building the most optimized, minimally-extractive L1. We start with Anatoly's updated view of Solana's value proposition, mobile focus and the significance of xNFTs. Anatoly then explains Firedancer's insane performance, Solana's localized fee markets and parallel execution, where L2s fail to scale, MEV on Solana, security assurances and more! You won't want to miss Anatoly's user-focused philosophy and clear explanations; he's a legend.And as usual, we start the episode with our analyst bullpen to discuss MEV Blocker, the ETH burn and MEV conspiracy theory, the MadLads xNFT mint, and Curve USD.- -Timestamps:(00:00) Introduction(01:09) Hot Seat/Cool Throne(23:31) Interview Start: Solana's Saga Phone (29:23) “Lightning Ad”(30:04) Helium’s Migration to Solana(32:50) Solana’s Vision(34:19) Firedancer’s Insane Performance (38:16) Localized Fee Markets and Parallel Execution(49:32) Is SOL Money?(51:57) SVM L2s: Eclipse and Nitro(53:07) Solana’s Hardware Requirements(55:34) Security Guarantees: L2s vs Solana (59:35) Low Transaction Fees(1:01:38) MEV on Solana(1:08:11) Multi-VM Support(1:10:27) Building Consumer Apps(1:13:54) The Scaling Race: Solana vs Ethereum- -Follow Anatoly: https://twitter.com/aeyakovenkoFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Pibblez: https://twitter.com/0xpibblezFollow Purplepill: 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/- -Resources:0xbabe address (Curve deployer address)https://etherscan.io/address/0xbabe61887f1de2713c6f97e567623453d3c79f67Curve Cap Substackhttps://curve.substack.com/WenLlamahttps://twitter.com/WenLlamaSolanahttps://solana.com/https://twitter.com/solanaFiredancerhttps://jumpcrypto.com/firedancer/- -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.

11 snips
Apr 19, 2023 • 1h 20min
Shared Sequencers in the Modular Stack | Josh Bowen, Ben Fisch
Join us on 0xResearch as Josh Bown (Astria) and Ben Fisch (Espresso Systems) join us to discuss the role of shared sequencers in the modular future. Josh and Ben explain how shared sequencers remove the risk of censorship, liveness and regulation for rollups while creating a layer for atomic composability. Will L2s choose to leverage a shared sequencer? What is the value proposition? Where will value and MEV capture occur? We discuss all of this and more!And as usual, we start the episode with our analyst bullpen to discuss Voltz v2 cross-margining, Crypto's mobile-first UX improvement and an update on Arbitrum.- -Timestamps:(00:00) Introduction(00:59) Hot Seat/Cool Throne(21:50) Interview Start: The Modular Stack(24:23) The Role of Centralized Sequencers(28:29) Lightspeed Promo(29:10) Decentralized Sequencer Design(36:28) Why Will L2s Use a Shared Sequencer?(45:00) Cross-Rollup Atomic Composability(53:12) Rollup MEV Capture(1:01:00) A Winner-Takes-Most Market?(1:04:20) Restaking: Aligning L1 and L2 Economic Value(1:10:23) Who are the Ideal Users?(1:14:33) Supported Virtual Machines - -Follow Josh: https://twitter.com/JskybowenFollow Ben: https://twitter.com/benafischFollow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Westie: https://twitter.com/WestieCapitalFollow Purplepill: 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/- -Resources:Voltz's new cross-margining producthttps://twitter.com/voltz_xyz/status/1645741501002010624Espresso Systemshttps://www.espressosys.com/https://twitter.com/EspressoSysAstriahttps://www.astria.org/https://twitter.com/AstriaOrgThe Inevitability of UNIchainhttps://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4Espresso on L1 and L2 economic incentive alignmenthttps://hackmd.io/@EspressoSystems/EspressoSequencer- -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.

12 snips
Apr 12, 2023 • 1h 23min
The Rise of Modularity: Scaling Beyond Monolithic Constraints | Nick White, Celestia
Join us on 0xResearch as Nick White explains how Celestia's modular data-availability network enables anyone to deploy scalable blockchains with minimal overhead. Builders have shifted their focus from monolithic L1s to building modular infrastructure that scales through specialization, data availability sampling and cryptography. Learn how modular blockchains can maintain interoperability, Celestia's security guarantees, decentralized sequencers, Ethereum's tradeoffs, trust-minimized settlement and more!And as usual, we start the episode with our analyst bullpen to discuss a $25M MEV exploit, xNFT backpack, Sushiswap's exploit and ETH's Shapella's upgrade.- -Timestamps:(00:00) Introduction(00:44) Hot Seat/Cool Throne(22:24) Interview Start: Nick White(24:18) Celestia’s Value Proposition(29:40) Lightspeed Promo(30:20) Maintaining Interoperability(35:15) Security Guarantees(39:33) Light Clients(42:04) Cosmos, Sequencers and Libraries vs Networks(56:02) Pros and Cons of Ethereum(58:19) Trust Minimized Bridges and Settlement(1:02:12) DAS: Erasure Coding vs KZG(1:13:17) Bitcoin as a DA Layer(1:16:48) Oracle Infrastructure- -Follow Nick: https://twitter.com/nickwh8teFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Purplepill: https://twitter.com/purplepill3mFollow 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/- -Resources:Clusters by Mustafa Al-Bassamhttps://blog.celestia.org/clusters/Settlement Assurances by Nic Carterhttps://medium.com/@nic__carter/its-the-settlement-assurances-stupid-5dcd1c3f4e41Libraries vs. Networks by Jesse Waldenhttps://variant.fund/articles/libraries-vs-networks/Celestiahttps://celestia.org/https://twitter.com/CelestiaOrg- -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.

Apr 5, 2023 • 1h 3min
The Cosmos SDK of Rollups | Preston Evans, Sovereign Labs
Join us on 0xResearch as we interview Preston Evans, the Chief Scientist of Sovereign Labs. Why should you care about Sovereign? Because they're building the Sovereign SDK. Like the Cosmos SDK that enables modular plug-and-play experimentation for L1s, the Sovereign SDK is a modular toolkit for building zk-rollups on any chain with seamless composability. In this episode, we discuss how Sovereign's design compares to the Cosmos SDK and IBC, smart contract vs Sovereign rollups, the role of data availability, decentralized sequencer design and more! This is my favorite 0xResearch episode yet.And as usual, we start the episode with our analyst bullpen to discuss the recent governance drama at Arbitrum!- -Timestamps:(00:00) Introduction(00:45) Arbitrum's Governance Blunder(15:04) Blockworks Research(16:03) Interview Start: What is Sovereign?(22:23) The Sovereign SDK vs Cosmos SDK(23:59) Settlement on Smart Contract vs Sovereign Rollups(28:14) The Role of Data Availability(32:24) Decentralized Sequencers(37:54) Optimistic Rollup Tradeoffs(41:24) Composability and IBC(52:22) What Is Sovereign’s X Factor?(54:17) Building Rollups on Bitcoin(59:11) Sovereign’s Business Model and Timeline- - Follow Preston: https://twitter.com/prestonevans__Follow Westie: https://twitter.com/WestieCapitalFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Purplepill: https://twitter.com/purplepill3m Follow 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/ - -Resources:Delegate ARB to Blockworks Researchhttps://twitter.com/blockworksres/status/1639279479368368132Sovereign Labshttps://www.sovereign.xyz/https://twitter.com/sovereign_labs- - 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.

Mar 29, 2023 • 1h 23min
Sei: The L1 Built For Trading | Jay Jog
Join us on 0xResearch as we interview Jayendra Jog (co-founder of Sei) to discuss Sei, a highly optimized sector-specific L1 with a built-in order-matching primitive. Put simply, Sei is building the premier infrastructure for decentralized exchanges. In this episode, Jay explains why Sei chose the Cosmos SDK, why pursue a sector-specific chain, the mechanics behind optimistic block processing and parallelization, Sei's validator set, native oracles and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, Curve's wild volume, USDC's depeg and more!- -Timestamps:(00:00) Introduction(00:22) Hot Seat/Cool Throne(24:40) Blockworks Research(25:38) Interview Start: Sei’s Origin(28:36) Why Use the Cosmos SDK?(33:43) Why a Sector-Specific Chain?(37:09) Optimistic Block Processing and Intelligent Block Propagation(49:50) Parallel Processing(53:48) The Tradeoffs(56:14) Sei’s Validator Set, Sei’s Token and MEV(1:09:56) Price Oracles(1:13:42) Ecosystem and Airdrop Strategy(1:19:35) Partnerships with Centralized Exchanges- -Follow Jay: https://twitter.com/jayendra_jogFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Purplepill: 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/- -Resources:Arbitrum airdrop dashboardhttps://dune.com/blockworks_research/arb-airdropSeihttps://www.seinetwork.io/https://twitter.com/SeiNetwork- -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.


