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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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31 episodes
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June 12 · 53 min
SpaceX IPO Mania and Ethena’s Strategic Pivot
In this episode we discuss SpaceX’s IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics, and mining trends. We also cover Ethena’s evolving yield strategy, reserve diversification, institutional lending, token value accrual, and the implications of its partnership with Coinbase. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal: https://x.com/Kunallegendd Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (4:12) SpaceX IPO Markets (9:09) Bitcoin Decouples From Equities (15:36) Bitcoin Bottom Signals (24:18) Miners Shift to AI (25:59) Ethena’s New Strategy (31:50) Ethena Becomes an Asset Manager (35:24) Scalable Yield Sources (41:06) ENA Token Value (47:25) Coinbase Distribution Bull Case (51:33) Closing Comments -- 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
June 12 · 28 min
Blockworks Acquires Messari
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets. Learn more: https://blockworks.com/insights/blockworks-acquires-messari Follow Blockworks on X: https://x.com/Blockworks Follow Messari on X: https://x.com/MessariCrypto Follow Michael on X: https://x.com/MikeIppolito_ Follow Jason on X: https://x.com/JasonYanowitz
June 10 · 1 hr 6 min
A Farewell to Boccaccio
In Boccaccio’s final episode, a rotating group of guests joined throughout the show to share their perspectives and send him off. We covered the recent cryptocurrency market downturn, Zcash’s sharp decline, Bitcoin ETF outflows, MicroStrategy’s strategy and tokenized products, DeFi lending dynamics, Hyperliquid-related flows, token transparency initiatives, blockchain adoption challenges, and investment views across lending, infrastructure, and exchange-related crypto assets. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow James Christoph: https://x.com/JamesChristoph Follow Noah: https://x.com/TraderNoah Follow Jim: https://x.com/VelvetMilkman Follow Ian: https://x.com/Ian_Unsworth Follow Aryan: https://x.com/Aryonchain Follow Matt: https://x.com/mcasto_ Follow Carlos: https://x.com/0xcarlosg Follow Toma: https://x.com/toma_adv Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (1:06) Carlos & Toma (13:03) Matt & Aryan (29:25) Ian & Jim (47:06) James & Noah (1:04:47) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
June 1 · 49 min
Crypto’s Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi
In this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho’s new fixed-rate lending initiative and valuation debate, evolving dynamics in DeFi lending markets, and Ethena’s shifting yield strategy, reserve allocation, and diversification efforts. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal Doshi: https://x.com/Kunallegendd Follow Shaundadevens: https://x.com/shaundadevens Follow Carlos: https://x.com/0xcarlosg -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (1:34) Bitcoin Lags Equities (4:14) Don’t Hide in BTC? (7:47) Hyperliquid’s Flow Story (16:02) Morpho’s Fixed-Rate Bet (24:33) Morpho’s Valuation Problem (33:49) Ethena Becomes Asset Manager (43:53) Can Ethena Diversify? (48:10) Analyst of the Week (48:51) Closing Comments -- Resources: Sam Schubert - Solana Spreads: The Black Hole Begins https://x.com/minnus/status/2059730629319680352?s=20 -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
May 25 · 55 min
Can Solana Catch Hyperliquid in Perps? | Luke & Sam
In this episode, we’re joined by Luke and Sam to discuss the evolution of crypto trading infrastructure, including Solana’s push to improve perpetual futures execution and compete with Hyperliquid. We also cover tokenized equities, onchain yield markets, Pendle’s role in DeFi incentives, and the growing adoption of tokenized Strategy-related assets. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Luke: https://x.com/0xMether Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (1:52) Solana vs Hyperliquid (5:33) BAM’s Maker Priority (8:08) Why Solana Perps Lagged (11:44) Tokenized Stocks Shift Trading (26:24) Tokenized Stretch Takes Off (34:01) Stretch Looping Risks (37:44) Pendle’s Yield Challenge (43:45) Boros vs Pendle V2 (47:59) Crypto Finds Outside Markets (53:50) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
May 22 · 47 min
Maple’s Bet on Fintech-Powered DeFi | Martin de Rijke
In this episode, we’re joined by Martin de Rijke, Head of Growth at Maple Finance, to discuss Maple’s evolution from a lending protocol into an onchain asset manager focused on institutional yield products. We cover fintech adoption, stablecoin growth, DeFi infrastructure, institutional borrowing demand, modular yield strategies, securitization vehicles, and the convergence of crypto, fintech, and traditional finance. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Maple Finance: https://x.com/maplefinance Follow Martin: https://x.com/MartindRijke Follow Carlos: https://x.com/0xcarlosg Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (1:07) Maple’s Asset Manager Shift (3:03) Beyond Lending Protocols (6:44) Stablecoins Find Real Users (10:04) Fintech Trust Unlocks DeFi (14:32) Four Distribution Layers (17:58) Partners, Not Competitors (21:34) Fintech Integration Hurdles (25:44) Maple’s Yield Products (31:38) Borrowing Demand Returns (36:58) Four Growth Buckets (41:15) Onchain Securitization Vehicles (46:08) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
May 18 · 1 hr 4 min
Hyperliquid’s New Power Shift | Shaundadevens & Carlos
In this episode we’re joined by Shaundadevens & Carlos to discuss market volatility, reported scrutiny of Hyperliquid, Coinbase’s partnership and revenue-sharing structure with Hyperliquid, stablecoin distribution dynamics involving USDC, prediction market activity, HIP-4 outcome markets, Cerebras related trading discussions, and broader analysis of Sky, USDS, Spark, and crypto revenue models. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Carlos: https://x.com/0xcarlosg Follow Shaundadevens: https://x.com/shaundadevens?lang=en Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (2:13) Hyperliquid And Coinbase Shakeup (10:21) Native Markets Transition (16:29) Stablecoin Deals Beyond Hyperliquid (24:26) Cerebras Pre-IPO Frenzy (32:05) HIP-4 Outcome Markets (38:55) Spinning Up Prediction Markets (45:52) Sky, USDS, And Spark (56:03) Sky Revenue Distribution (1:03:48) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
May 15 · 48 min
How Spark Is Rebuilding DeFi Lending | Sam MacPherson
In this episode, we’re joined by Sam MacPherson, Co-Founder and CEO of Phoenix Labs, to discuss Sky’s evolution from MakerDAO, Spark’s role as a prime agent SubDAO, and its approach to DeFi lending, liquidity management, and risk frameworks. We also cover governance restructuring, isolated lending markets, token buybacks, institutional liquidity products, fintech partnerships, and Spark’s long-term vision for prime brokerage and USDT growth. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Spark: https://x.com/sparkdotfi Follow Sam MacPherson: https://x.com/hexonaut?lang=en Follow Luke Leasure: https://x.com/0xMether Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (1:55) Why MakerDAO Became Sky (5:10) Spark’s Role Under Sky (7:45) Spark Liquidity Layer (12:25) Conservative Collateral Strategy (17:35) DeFi Risk Ratings (24:38) Liquidity Intents Explained (27:37) Buybacks and Token Treasury (29:46) Spark’s Real Competitors (32:51) Backend for Fintechs (35:56) SubDAO Competition Dynamics (43:20) What’s Next for Spark (47:10) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
May 8 · 49 min
Jito Goes Upstack With JTX | Livestream
In this episode, we discuss shifting dynamics in crypto infrastructure, including Base moving away from Optimism, the evolving Layer 2 landscape, MegaETH’s business model, and Jito’s expansion into trading products with JTX. We also cover tokenized equities on Solana, frontend vs. backend monetization strategies, and Coinbase’s layoffs and earnings miss. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (2:22) Base Leaves Optimism (5:31) L2 Winners And Losers (10:01) MegaETH’s Revenue Play (14:06) JTX Goes Upstack (35:11) Coinbase’s Rough Week (45:43) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
May 1 · 48 min
Building a Fully Onchain Exchange: Inside World Markets | Aurelius & Hersch
In this episode, we’re joined by Hersch and Aurelius from World Markets to break down their vision for a fully onchain exchange. We cover the Atlas risk engine, unified perp, spot, and lending markets, fixed-rate lending, MegaETH infrastructure, ADL limitations, market structure design, and what’s next for the platform. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow World Markets: https://x.com/worldmarketsinc Follow Hersch: https://x.com/tittyrespecter Follow Aurelius: https://x.com/0xlarpist Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (2:04) Why Build on MegaETH? (3:42) Gas Costs and L2s (6:00) Appchain Tradeoffs (8:57) Atlas Risk Engine (16:25) Fixed-Rate Lending (19:55) Why No ADL? (30:08) Listings and GTM (37:07) Stablecoin Concerns (39:37) What’s Next (44:00) How Hersch Joined World Markets (48:00) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
April 24 · 27 min
Inside Hyperlend: Building a Lending Protocol on Hyperliquid | Ness
In this episode, we’re joined by Ness, CEO and Co-founder of Hyperlend, to discuss building on Hyperliquid, the decision to adopt an Aave-based design, and how the protocol approaches interest rates and borrowing against L1 positions. We also cover liquid HLP, token launch and staking incentives, competitive positioning, tokenized equities, and Hyperlend’s roadmap, including institutional growth and private credit markets. 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 their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Hyperlend: https://x.com/hyperlendx Follow Ness: https://x.com/0xNessus Follow Boccaccio: https://x.com/salveboccaccio -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe 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/ -- Timestamps: (0:00) Introduction (1:30) What is Hyperlend? (5:20) Why Aave & How the Protocol Works (7:34) Interest Rates, Borrowing Flow & L1 Positions (11:11) Liquid HLP Product & Market Fit (13:43) Token Launch, Incentives & Stake-and-Save (18:51) Tiers, No Lockups & Staking Design Choices (21:24) Competition, BLP & Hyperlend’s Positioning (23:54) Tokenized Equities & What’s Next (26:22) Closing Comments -- 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Showing 21–31 of 31 episodes