0xResearch
0xResearch
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Navigating the Markets with Matt and Roland
In this episode, we’re joined by Matt from Intuition, and Roland from Mechanism Capital! We discussed how things have changed from previous cycles, bankers stealing our coins, and the most interesting aspects of Crypto x AI. We also got Matt and Roland’s thoughts on avoiding noise in the market, and crypto’s next killer use case. Finally, we asked ourselves, where are we in the current cycle?
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.
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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.
Learn more at skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
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Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.
The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.
Follow and reach out to @chaos_labs on X to learn more!
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GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin.
GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi.
Got FIL? Deposit it with Filecoin’s first and most popular DeFi protocol by visiting glif.io/ today!
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Follow Matt: x.com/h0xrus
Follow Roland: x.com/neverabear
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
Join the 0xResearch Telegram group: t.me/+z0H6y2bS-dllODVh
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Timestamps:
0:00 Introduction
5:01 How Have Things Changed From Cycle to Cycle?
12:08 Bankers Are Buying Our Coins
14:30 Skale Ad
15:12 The Most Interesting Aspects of Crypto x AI
20:42 Has There Been A Meaningful Shift From High FDV Launches?
26:07 Chaos Ad
26:39 Glif Ad
27:13 Avoiding Noise in the Market
30:15 Crypto's Next Killer Use Case
36:30 Does Price Lead Narrative?
40:14 Negative Aspects as a Builder
44:28 Where Are We in the Cycle?
55:41 Closing Shills
--
Check out Blockworks Research today! Research, data, governance, tokenomics, and models - now, all in one place
Blockworks Research: www.blockworksresearch.com/
Free Daily Newsletter: 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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.
Переглядів: 928

Відео

Solana REV, Pumpfun’s Decision, and Base’s Lead Among L2s | Analyst Round Table
Переглядів 63214 годин тому
In this episode, three Dans discuss crypto market cycles, Solana REV, and gambling as a use case. They also unpack the recent drama surrounding Pumpfun’s live streaming feature. Finally, they close out the episode by diving into the data behind Base’s activity. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the sho...
Talking Avalanche with Luigi
Переглядів 609День тому
In this episode, we’re joined by Luigi D’Onorio Demeo, the COO of Ava Labs! We discussed how Avalanche compares to other hub style blockchains, the impacts of ACP-77 and ACP-125, and MEV on Avalanche. We also covered Ethereum’s rollup model, the Move L1 ecosystem, and the institutional adoption of crypto. Thanks for tuning in! As always, remember this podcast is for informational purposes only,...
Retail Activity, Oasis and AI Gaming, the AI Creator Takeover | Analyst Round Table
Переглядів 520День тому
In this episode, we discuss the increased TradFi and retail presence in crypto, trading rules to live by, and the AI meme craze. Additionally, we unpack the AI Gaming sector. Finally, we asked ourselves - how should you approach the AI agent meta? 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 t...
Hyperliquid, Crypto AI, Cycle Dynamics, and Optimal Exits | 0xSmac, Tervo & Tolks
Переглядів 1,2 тис.14 днів тому
In this episode, we’re joined by Tolks, Tervo, and Smac! We discussed maintaining prediction market momentum, Hyperliquid’s upcoming airdrop, and beta trades in crypto. We also speculated on the diversity of returns going forward, private market activity, and decentralized AI. Finally, Smac gave his views on DePIN, and optimal exit strategies. Thanks for tuning in! As always, remember this podc...
Better Regulation, Markets Up, and Web3 Gaming | Analyst Round Table
Переглядів 61414 днів тому
In this episode, our Blockworks Research analysts discuss the post election crypto boom, the impact improved regulatory frameworks will have on crypto, and what sectors of crypto stand to benefit the most from this new regulatory climate. They also dive into “Ethereum 3.0” and Unichain. Finally, they close out the episode with discussion on the liquid restaking sector, and Web3 gaming. Thanks f...
Building Models For Coins, Fixing Arbitrum, and Intents| Brick & Tumilett
Переглядів 60821 день тому
In this episode, we’re joined by Brick from Entropy Advisors, and Tumilett from the Spartan Group! We discussed the importance of fundamentals in crypto, memecoin and DePIN activity on Solana, crosschain intents, and wallet value capture. Finally, we dove into the Aribitrum ecosystem and its place in the L2 landscape. Thanks for tuning in! As always, remember this podcast is for informational p...
Betting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable
Переглядів 64228 днів тому
In this episode, we’re joined by the host of Forward Guidance, Felix Jauvin! We discussed recently released election polls and data, and how the markets might react post election. Additionally, we asked ourselves - are alts cooked if Harris wins? Does the election even matter for crypto cycles? Finally, we closed the episode with a conversation on how Polymarket will perform post election, and ...
Does Gwart Hate Ethereum?
Переглядів 1,5 тис.Місяць тому
In this episode, Gwart joined us to discuss the crypto and AI crossover, his thoughts on the current direction of Ethereum, and ETH’s monetary premium. We also asked can ETH become the global reserve currency? What happens when the cost of mining Bitcoin exceeds the block rewards? Finally, we closed out the episode by unpacking the implications of stablecoins being crypto’s killer use case. Tha...
Ai16z Agents, Raydium Is A Cash Machine, We Love and Hate Solana| Analyst Round Table
Переглядів 1,7 тис.Місяць тому
In this episode, our Blockworks Research analysts discuss ai16z Agents, whether or not AI agents will need crypto rails, and the impact data oriented crypto protocols will have on the AI space. They also highlighted Solana REV recently hitting new all time highs, and Raydium’s dominance. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views exp...
Sui’s Plan to Onboard the Next Billion Consumers | Adeniyi Abiodun
Переглядів 3,1 тис.Місяць тому
In this episode, the Co-founder and CPO of Mysten Labs, Adeniyi Abiodun, joined us to discuss all things Sui! We covered the thesis for continued Move adoption, Sui’s bet on gaming, and gaining market share in a competitive L1 sector. We also dove into the adoption of ZKlogin, and Walrus! Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views ex...
Deepbook and Sui Ecosystem, TAM of GameFi, Lack of First Mover Advantage | Analyst Round Table
Переглядів 1,2 тис.Місяць тому
In this episode, Boccaccio, Danny, and Ryan from Blockworks Research discuss Deepbook and the Sui Ecosystem, the differing approaches taken by Sui and Aptos, and the total addressable market for GameFi. They also covered the concept of first mover advantage, and whether or not it actually exists in crypto. Thanks for tuning in! As always, remember this podcast is for informational purposes only...
Icebergy and Tolks, Good Crypto Apps, Identifying New Trends and Improved Onchain UX | Fig Talk
Переглядів 840Місяць тому
In this episode, we’re joined by Tolks and Icebergy! We discussed recent activity in the trenches, the memecoin narrative rebrand, and Progressive Web Apps. Additionally, we covered the recent launch of Unichain, and its impact on DeFi. Our guests also gave their thoughts on the current state of public and private markets, their experience using Echo, and what apps are actively being used today...
Hyped for Hyperliquid, Off The Grid, Settlement Is Bad Business | Analyst Round Table
Переглядів 1,3 тис.Місяць тому
Is "Off The Grid" the breakthrough Web3 gaming needs? We dive into its hyped launch and what it means for crypto adoption. We then dissect HyperLiquid's upcoming token and its potential to reshape the perps landscape. But the real bombshell? Our analysis of L2 economics reveals a startling truth about Ethereum's value capture. We question if Avalanche's adoption-first strategy is brilliant or d...
Building the PerpDEX UX Layer | Andotlas & Burt, Kwenta
Переглядів 248Місяць тому
In this episode, Andotlas and Burt from Kwenta joined us to discuss Kwenta’s governance mechanics, new venue integration, and improving UX with chain abstraction. Additionally, we covered how Kwenta differentiates itself from competitors, and the impact incentive programs have on liquidity. Finally, we unpacked Kwenta’s points program, lessons learned from their GTM strategy, and what the next ...
Memecoins, the EigenLayer Debacle, and Bootstrapping Sui | Analyst Round Table
Переглядів 792Місяць тому
Memecoins, the EigenLayer Debacle, and Bootstrapping Sui | Analyst Round Table
Are Animal Spirits Returning Onchain? | Analyst Round Table
Переглядів 6842 місяці тому
Are Animal Spirits Returning Onchain? | Analyst Round Table
Firedancer: The Next Era of Solana Performance | Analyst Round Table
Переглядів 9692 місяці тому
Firedancer: The Next Era of Solana Performance | Analyst Round Table
Decentralizing the Dollar on Ethereum | Michael & Colin
Переглядів 4692 місяці тому
Decentralizing the Dollar on Ethereum | Michael & Colin
Creating the Future of the Internet Onchain | Jesse Pollak
Переглядів 8492 місяці тому
Creating the Future of the Internet Onchain | Jesse Pollak
Can Drift Rival Binance? | Analyst Round Table
Переглядів 9192 місяці тому
Can Drift Rival Binance? | Analyst Round Table
How Dinero Is Reshaping Liquid Staking | 0xSami
Переглядів 6492 місяці тому
How Dinero Is Reshaping Liquid Staking | 0xSami
Onchain Economies: Empowering Today’s Content Creators | Analyst Round Table
Переглядів 5932 місяці тому
Onchain Economies: Empowering Today’s Content Creators | Analyst Round Table
Intents Trading: Why AMMs Are Going Out of Style | Aori
Переглядів 9982 місяці тому
Intents Trading: Why AMMs Are Going Out of Style | Aori
The Open Networks Path Forward | Analyst Round Table
Переглядів 6032 місяці тому
The Open Networks Path Forward | Analyst Round Table
Dill’s Big Bet on Modular Crypto | Ted
Переглядів 4693 місяці тому
Dill’s Big Bet on Modular Crypto | Ted
The Edge In Liquid Markets | Noah & Felipe
Переглядів 1,3 тис.3 місяці тому
The Edge In Liquid Markets | Noah & Felipe
Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds
Переглядів 8583 місяці тому
Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds
The Modular Thesis Is Dead | Analyst Round Table
Переглядів 1,4 тис.3 місяці тому
The Modular Thesis Is Dead | Analyst Round Table
Crypto's Answer for the Global Web Resource Race | Andrej, Grass
Переглядів 1,4 тис.3 місяці тому
Crypto's Answer for the Global Web Resource Race | Andrej, Grass

КОМЕНТАРІ

  • @kristiklaudy
    @kristiklaudy 2 дні тому

    Amazing episode!

  • @kristiklaudy
    @kristiklaudy 3 дні тому

    Great episode guys! Agree with Dan - just because the US has casinos in cities doesn't mean that the whole economy is doomed. I think that trading and gambling can coexist with the other use cases on the same chain, and it will be up to everyone to pick what they want to use it for.

  • @troymcartor5783
    @troymcartor5783 4 дні тому

    What are you doing on sol that costs 14$?

  • @lherfel
    @lherfel 4 дні тому

    interesting, glad for memes, helps lower prices elsewhere

  • @tyc00n
    @tyc00n 4 дні тому

    Matt is a depressed ETH head, have Roland on instead

  • @DANNIEWyatt-k4l
    @DANNIEWyatt-k4l 5 днів тому

    DYOR, but Alemio is the real deal

  • @GAYLORDStoddard
    @GAYLORDStoddard 5 днів тому

    Alemio is what every investor is talking about

  • @CHASAsher
    @CHASAsher 5 днів тому

    Alemio could change everything

  • @BERNARDOJamieson
    @BERNARDOJamieson 5 днів тому

    Alemio is the top DeFi platform right now

  • @RosanneAraujo-g6i
    @RosanneAraujo-g6i 5 днів тому

    Alemio is your best play

  • @ArdathSutter
    @ArdathSutter 5 днів тому

    Alemio is the future of DeFi, the hype is real

  • @LESLIEMontgomery-i2s
    @LESLIEMontgomery-i2s 5 днів тому

    Don’t miss Alemio, this could change everything

  • @OtiliaStamper
    @OtiliaStamper 5 днів тому

    The hype is real, Alemio is on everyone’s radar

  • @ShaquitaKroll
    @ShaquitaKroll 5 днів тому

    Crypto investors are hyped about Alemio’s growth

  • @MargorieGupta
    @MargorieGupta 5 днів тому

    Alemio is making waves across crypto communities

  • @OmerMehmet-o6z
    @OmerMehmet-o6z 5 днів тому

    Still early to grab Alemio before it moons

  • @NatividadMcintyre
    @NatividadMcintyre 5 днів тому

    Crypto apes love Alemio

  • @NomaFranklin
    @NomaFranklin 5 днів тому

    Alemio could bring insane 1000x gains

  • @RecepSalih-rn7ip
    @RecepSalih-rn7ip 5 днів тому

    Alemio is dominating the DeFi buzz, act now

  • @MathaMoll
    @MathaMoll 5 днів тому

    Alemio is turning heads in the DeFi space

  • @BethannFortin
    @BethannFortin 5 днів тому

    Everyone’s talking about Alemio-this is your moment

  • @JEWELBarahona
    @JEWELBarahona 5 днів тому

    This isn’t just hype-Alemio is trending for a reason

  • @izzetNizamettin
    @izzetNizamettin 5 днів тому

    Crypto investors are hyped about Alemio’s growth

  • @TrinidadCarreno-f5i
    @TrinidadCarreno-f5i 5 днів тому

    Alemio is making waves across crypto communities

  • @DeedeeHopper
    @DeedeeHopper 5 днів тому

    Crypto whales are eyeing Alemio for the next pump

  • @ARTUROWaite
    @ARTUROWaite 5 днів тому

    WAGMI with Alemio

  • @DELBERTHorner
    @DELBERTHorner 5 днів тому

    Still early to grab Alemio before it moons

  • @JANCummings-k3j
    @JANCummings-k3j 5 днів тому

    Alemio is what every investor is talking about

  • @MuhammetGamze
    @MuhammetGamze 5 днів тому

    Alemio could pump 500x before you know it

  • @YasmineBoucher
    @YasmineBoucher 5 днів тому

    Alemio is where the future of DeFi begins

  • @SHAUNPalermo-s1h
    @SHAUNPalermo-s1h 5 днів тому

    Big momentum building around Alemio, act fast

  • @KristleOsorio
    @KristleOsorio 5 днів тому

    Alemio is growing rapidly, this is the next big thing

  • @TRISTANRucker
    @TRISTANRucker 5 днів тому

    Crypto whales are eyeing Alemio for the next pump

  • @LEANDROPhillips
    @LEANDROPhillips 5 днів тому

    Alemio is growing rapidly, this is the next big thing

  • @OnitaHirsch
    @OnitaHirsch 5 днів тому

    DYOR, but Alemio is the real deal

  • @JODYDanielson
    @JODYDanielson 5 днів тому

    Alemio could bring insane 1000x gains

  • @GALENHaag
    @GALENHaag 5 днів тому

    Alemio is gaining traction fast, act quick

  • @JeaneGuerrero-v7t
    @JeaneGuerrero-v7t 5 днів тому

    Crypto investors are hyped about Alemio’s growth

  • @KURTISGabriel-v6v
    @KURTISGabriel-v6v 5 днів тому

    Crypto whales are eyeing Alemio for the next pump

  • @NieshaMelgar
    @NieshaMelgar 5 днів тому

    Don’t miss out-Alemio is set to pump hard

  • @DavidTomas-t5h
    @DavidTomas-t5h 5 днів тому

    Alemio is making waves across crypto communities

  • @SharaKuhn
    @SharaKuhn 5 днів тому

    Alemio could change everything

  • @MARKBreen-f4d
    @MARKBreen-f4d 5 днів тому

    Crypto whales are eyeing Alemio for the next pump

  • @ARRONBarnett-p2z
    @ARRONBarnett-p2z 5 днів тому

    Crypto insiders are eyeing Alemio for huge gains

  • @NICKHoppe-h3h
    @NICKHoppe-h3h 5 днів тому

    Crypto insiders are calling Alemio the next breakout

  • @DeidraGoforth
    @DeidraGoforth 5 днів тому

    Alemio is gaining traction fast, act quick

  • @HUMBERTOShuler
    @HUMBERTOShuler 5 днів тому

    DYOR, but Alemio is the real deal

  • @DoriaShearer
    @DoriaShearer 5 днів тому

    Alemio could be the moonshot you’ve been waiting for

  • @VolkanUmit
    @VolkanUmit 5 днів тому

    Still early to grab Alemio before it moons

  • @AndreAnyone
    @AndreAnyone 5 днів тому

    What kinda of plant (tree?) is that in the background ?? Looks like it's either fake or someone pruned the heck out of it lol!