0xResearch

Join us on 0xResearch as we interview Miguel Morel, Arkham's CEO. Unlike the traditional financial system, crypto is transparent and auditable. But, we need infrastructure that links wallets to specific identities (e.g. an exchange, pseudonym), or this transparency is just a list of alphanumerical accounts. That's why Arkham has built a platform to make tag wallets and on-chain data useful. Tune in as we explore Arkham and the implications for on-chain data in this deep dive!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the banking system meltdown, the rollup wars and Arbitrum's airdrop.- -Timestamps:(00:00) Introduction(01:08) Hot Seat/Cool Throne(33:15) Blockworks Research(34:14) Interview Start: Arkham(47:22) Dissecting the USDC Depeg(56:48) Making On-chain Data Useful(59:12) FTX Liquidator Blunders(1:04:45) How To Algorithmically Tag Wallets (1:09:50) Arkham’s Roadmap- -Follow Miguel: https://twitter.com/RealMiguelMorelFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Effort Capital: https://twitter.com/EffortCapitalFollow Westie: https://twitter.com/WestieCapitalFollow 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-airdropRollups Aren't Real (Jon Charbonneau)https://joncharbonneau.substack.com/p/rollups-arent-realArkhamhttps://twitter.com/arkhamintelhttps://www.arkhamintelligence.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.

Join us on 0xResearch with Joao Reginatto, the creator of USDC, as we discuss Circle's CCTP and its multichain vision. Learn how Circle's CCTP enables seamless cross-chain interactions, solving the security and UX issues that have plagued crypto. Joao explains why wallets and applications will integrate with CCTP and how Circle will bring native USDC to Cosmos. CCTP is the most exciting innovation in cross-chain infrastructure!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(00:27) Hot Seat/Cool Throne(27:55) Blockworks Research(28:54) Interview Start: Circle's History(40:38) USDC in a Multichain World(46:13) Bridges and the Origins of CCTP(56:43) USDC Monetization(1:00:06) Is CCTP Permissionless?(1:01:25) Integrations, Noble (Cosmos) and dYdX(1:06:50) CCTP Use Cases- -Follow Joao: https://twitter.com/reginattoFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow David: https://twitter.com/EffortCapitalFollow 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:Circle's CCTPhttps://developers.circle.com/stablecoin/docsArthur Hayes BTC stablecoin articlehttps://blog.bitmex.com/dust-on-crust/USDC Monitor dashboardhttps://dune.com/blockworks_research/usdc-monitor- -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.

On this week's episode of 0xResearch, Julien Niset and Alex Gluchowski join us to discuss how account abstraction, smart contract wallets and Layer 2s will 10x crypto's user experience. We explore how account abstraction works, the benefits and challenges, base layer (ETH L1) implementations and how Argent/zkSync are pushing these innovations forward. We also get a behind-the-scenes look at smart contract wallets, social recovery and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we discuss the top themes and narratives out of ETH Denver. This includes a host of new MEV innovations, EigenLayer hype and the zkEVM wars!- -Timestamps:(00:00) The Analyst Roundup(29:49) “Blockworks Research Ad”(30:48) Interview with Julien and Alex- -Follow Alex: https://twitter.com/gluk64Follow Julian: https://twitter.com/jnisetFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow 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/- -Resources:How EigenLayer Supercharges ETH with Sreeramhttps://spoti.fi/406bkgHEthereum Dashboardhttps://dune.com/blockworks_research/ethRelic Protocolhttps://relicprotocol.com/Argenthttps://www.argent.xyz/https://twitter.com/argentHQzkSynchttps://zksync.io/https://twitter.com/zksync- -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.

On this week's episode of 0xResearch, Tim Beiko shares his insights on Ethereum's governance, client diversity, and roadmap. We delve into the importance of EIP4844, the UX improvement from single-slot finality, Ethereum's state growth problem, the rationale behind MEV burn, and more! Tim is one of the most knowledgeable people on Ethereum's roadmap - you won’t want to miss this one!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Frax's CPI-pegged stablecoin, the L2 wars, Base and Jump's counter-exploit against the Wormhole exploiter!- -Timestamps:(00:00) Introduction(00:36) Hot Seat/Cool Throne(30:15) Blockworks Research(31:14) Interview Start: Tim Beiko(37:16) Ethereum’s Governance Process(47:09) Client Diversity(59:10) Shanghai, EIP4844 and Single Slot Finality(1:04:40) MEV and PBS(1:07:40) Stateless Ethereum(1:10:14) Decentralized Sequencing and Fraud Proofs(1:17:06) MEV Burn- - Follow Tim: https://twitter.com/TimBeikoFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Pibblez: https://twitter.com/0xpibblez Follow 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/ - -Resources:Jump Executes Counter Exploit Against Wormhole Exploiterhttps://www.blockworksresearch.com/research/we-do-a-little-counter-exploitEthereum.orghttps://ethereum.org/en/- - 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 episode of 0xResearch, Lyn Alden explains macro markets and DeFi's shortcomings. Lyn is an absolute force in macro market analysis and is one of the few macro investors who understands crypto. In this conversation, we discuss if the Fed can manage a soft landing, if DeFi is only a closed loop of speculation, why smart contract protocols naturally centralize over time, the future of Bitcoin and more!And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Blur's airdrop, Curve's future, the market rally and more!- -Timestamps:(00:00) Introduction(00:43) Hot Seat/Cool Throne(29:12) Blockworks Research(30:11) Interview Start: Lyn Alden(30:29) The State of Macro Markets(43:02) GBTC: a Good or Bad Product for BTC Exposure?(45:19) DeFi’s Speculative Closed Loop(50:57) The Promise of Stablecoins(57:39) Tokenization of RWAs(1:01:20) Bitcoin vs Smart Contract Platforms(1:05:21) Bitcoin’s Longevity(1:10:05) Ordinals and Bitcoin’s Blockspace(1:14:47) Decentralized Social(1:17:41) Using BTC to Buy a Cup of Coffee(1:23:18) Headwinds Against Decentralization- -Follow Lyn: https://twitter.com/LynAldenContactFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow 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/- -Resources:Westie's protocol-specific stablecoin reporthttps://www.blockworksresearch.com/research/protocol-specific-stablecoinsLyn Alden's websitehttps://www.lynalden.com/The Problems with DeFi & Crypto (by Lyn Alden)https://www.lynalden.com/defi-problems/- -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 episode of 0xResearch, we bring on Ivan and Ilgiz from Gearbox to explore how Gearbox can offer traders up to 10x leverage while maintaining security and composability.As usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate the SEC's ruling against BUSD and if stablecoins are wrecked! If that's not for you, skip to the interview segment where we discuss Gearbox credit accounts, how to prevent protocol bad debt, attracting passive liquidity, GEAR value accrual and more. You won't want to miss this deep dive into one of the most innovative projects in DeFi!- -Timestamps:(00:00) Introduction(00:24) Hot Seat/Cool Throne(20:47) Interview Start: Gearbox(32:05) How Liquidations Operate(37:55) Gas Fees and Deploying on L2s(39:41) Preventing Protocol Bad Debt(41:55) Liquid Staking Derivative Strategies(47:15) What are Gearbots?(52:30) Attracting Passive Liquidity(56:58) Gearbox Governance(1:00:11) GEAR Token Value Accrual- -Follow Ivan: https://twitter.com/ivangbi_Follow ilgiz: https://twitter.com/apeir99nFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow David: https://twitter.com/EffortCapitalFollow 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/- -Resources:Gearboxhttps://gearbox.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 this week's episode of 0xResearch, Matthieu Gavaudan joins us to discuss DeFi's new primitive: Infinity Pools. Infinity Pools is an exchange that offers unlimited leverage on any asset, with no liquidations, no counterparty risk & no oracles. Matthieu explains how Infinity Pools works, why Infinity Pools is a step-change improvement, the next iteration of the protocol and so much more!- -Follow Matthieu: https://twitter.com/MLGavaudanFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow 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/- -ResourcesInfinity Poolshttps://infinitypools.finance/Infinity Pools Twitterhttps://twitter.com/InfPools- -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 episode of 0xResearch, Blockworks Research analyst Westie joins us to discuss Ethereum's roadmap. We start with the Shanghai upgrade, how the ETH withdrawal queue will work, what this means for ETH sell pressure and if we will see a rise in ETH staking rates. We then go deep, real deep, into Ethereum's long-term roadmap. This includes distributed validator technology, single secret leader elections, single slot finality and more! If you want to know what's coming and how Ethereum will scale to a billion users, this one's for you.- -Timestamps:(00:00) Introduction(01:11) Hot Seat/Cool Throne(32:16) Interview Start: Ethereum’s Roadmap(34:52) How Staked ETH Withdrawal Periods Will Work(42:12) Catalysts for Increased Staking Rates(44:21) How LSD Protocols Will Handle Withdrawals(46:51) Distributed Validator Technology (DVT)(50:26) Single Secret Leader Elections (SSLE)(53:16) Single Slot Finality(55:57) The Surge, EIP4844 and KZG Commitments(1:04:49) Data Availability Sampling (DAS)(1:10:28) Proposer Builder Separation (PBS)(1:16:21) MEV Burn- -Follow Westie: https://twitter.com/WestieCapitalFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow Matt: https://twitter.com/MattFiebachFollow 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/- -Resources:Empire's Frax podcast with Sam Kazemianhttp://bit.ly/3x5Krg5RAI articlehttps://dankradfeist.de/ethereum/2023/01/31/rai-crypto-experiment.htmlWestie's ETH Exit Queue threadhttps://twitter.com/WestieCapital/status/1613645213792366595Westie's MEV Markets podcasthttp://bit.ly/40C3MD8- -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 episode of 0xResearch, we bring on Zaki Manian, Youssef Amrani and Rowland Graus to discuss how Inter Protocol is building Cosmos' first [sustainable] decentralized stablecoin. We explore Inter Protocol's roadmap, IST's peg stability mechanics, how liquidation auctions work, IST's multichain strategy and more! Cosmos now has swaps (Osmosis), lending (Mars) and a native stablecoin (IST). Is Cosmos summer on the horizon? Tune in to find out.- -Timestamps:(00:00) Introduction(00:57) Hot Seat/Cool Throne(23:25) Solana’s Evolution by Flipside(26:31) “Chainalysis Ad”(27:31) Interview Start: Inter Protocol (IST)(36:19) Native USDC vs Bridged USDC(39:25) Minting IST and Build Boost(41:23) “Chainalysis Ad”(42:05) Minting IST and Build Boost(46:54) The Liquidation Process(53:16) Role of the Econ Committee(1:02:25) Encouraging Integrations Across Cosmos(1:04:15) Oracles, New Collateral Types and Liquidity- -Follow Zaki: https://twitter.com/zmanianFollow Youssef: https://twitter.com/youssef_amraniFollow Rowland: https://twitter.com/rowlandgrausFollow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow 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:Jon Charbonneau's Ethereum modelhttps://twitter.com/jon_charb/status/1619705380875169794Inter Protocolhttps://inter.trade/Inter Protocol's Twitterhttps://twitter.com/inter_protocolAgorichttps://agoric.com/Agoric's Twitterhttps://twitter.com/agoric--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442- -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 episode of 0xResearch, John Adler joins us to discuss how Fuel is building the premier execution layer for the modular future. We start with the key differences between rollups and modular execution and why state growth (not call data) is what rollups should optimize. We then explore Fuel's unique UTXO model, the Sway programming language and Fuel's tradeoffs. Warning: this discussion gets technical, but this episode is loaded with insights you won't want to miss!- -Timestamps:(00:00) Introduction(01:05) Hot Seat/Cool Throne(15:54) Cosmos Ecosystem Voting by Flipside(19:15) “Chainalysis Ad”(20:10) Interview Start: John Adler(20:27) Rollups vs Modular Execution(25:58) Solving State Growth(34:01) “Chainalysis Ad”(34:42) UTXO Model & Parallel Execution(46:40) Fuel’s Tradeoffs(50:51) Sway vs Solidity(1:08:31) Ethereum’s Role in the Modular Future(1:10:07) Fuel’s Value Capture- -Follow John: https://twitter.com/jadler0Follow Dan: https://twitter.com/smyyguyFollow Sam: https://twitter.com/swmartin19Follow 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:tsunami financehttps://tsunami.finance/Fuelhttps://www.fuel.network/Celestiahttps://celestia.org/--Chainalysis is the leading blockchain analytics company.Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.Visit Chainalysis.com/blockworks to learn more now.--Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442Check out Flipside's Twitter for more info: https://twitter.com/flipsidecrypt- -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.