We're coming to you live from Permissionless! We cover Polymarket’s resurgence and cultural relevance, PumpFun’s consumer-driven strategy and funding ambitions, and the evolving role of trading bots and prosumer apps. We also explore CEX onchain strategies, Robinhood’s approach to crypto, and how IPO trends may reshape the industry’s capital 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...
Jun 26, 2025•44 min
In this episode, we went live to discuss CEXs and their recent moves onchain, Kamino’s valuation, and Reddit’s talks with Worldcoin. We were also joined by Brian Smith from Jito to discuss Blockworks’ Token Transparency Framework. Finally, we covered the current state of the trenches and X’s plans to develop a “super app”.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 financia...
Jun 23, 2025•1 hr 58 min
In this episode, we unpack crypto’s “revenue meta,” the shift from narrative-driven investing to fundamentals, and how token value accrual is evolving. We also cover CEX-DEX integrations, PumpFun’s token valuation, HYPE buybacks, and why institutional capital is reshaping market dynamics. 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. -- Katana is a DeFi-firs...
Jun 19, 2025•49 min
On this episode, Yano is joined by Dan Smith of Blockworks Research, Felipe Montealegre of Theia Research and Louis T of L1D to publicly launch a brand new, industry leading Token Transparency Framework that will move the entire industry forward! -- Learn more here - https://blockworks.co/token-transparency -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Felipe - h...
Jun 18, 2025•1 hr 9 min
In this episode, we’re joined by Ali from Valantis Labs, and Cedo from Initia, to discuss Initia appchains, the revenue and ICM metas, and under-collateralized lending in crypto. We also dive into CLOBs vs AMMs, Hyperliquid’s spot ecosystem, and what new things there are to do onchain. 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. -- Resources Contro - Launc...
Jun 16, 2025•1 hr 3 min
This week we’re joined by David Hoffman from Bankless, the Intern from Monad, and recurring guest stars Ian from Kairos Research, and James Christoph of 0xResearch telegram fame! We discuss valuing ETH, stablecoins and Circle’s IPO, Ethereum’s technical direction, Monad’s role in the ecosystem, and more! – Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv – Follow David: https://x.com/TrustlessStat...
Jun 14, 2025•2 hr 18 min
In this episode, we discuss Plasma’s token sale, and whether USDT supply on Tron will migrate to Plasma. We also unpack Morpho’s efforts to align token vs equity incentives. Finally, we dive into what products we are currently interested in and trying out. 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. -- Resources Building the Future of Global Payments: http...
Jun 12, 2025•1 hr 1 min
Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv -- Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio Follow Ryan: https://x.com/_ryanrconnor Follow Felix: https://x.com/fejau_inc Follow Westie: https://x.com/WestieCapital Follow James: https://x.com/JamesChristoph_ Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS...
Jun 10, 2025•2 hr 25 min
In this episode, we discuss whether the HyperEVM has been a success, HyperCore’s growth moving forward, and the impact of builder codes and HIP-3. Finally, we dive into how to value the HYPE token.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. -- Bitcoin DeFi is heating up on Aptos, the BTCFi growth chain with nearly $400M in BTC assets supported by a secure,...
Jun 09, 2025•1 hr 13 min
In this episode, we discuss our outlooks on the market, Strategy clones, and the need for dark pools in crypto. We also dive into JitoSOL, and the possibility of it being included in a SOL ETF. Finally, we end the episode by taking a look at activity on the BNB chain.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. -- Resources BNB Chain Data: https://app.block...
Jun 05, 2025•53 min
In this episode, we’re joined by Ian Unsworth from Kairos Research to discuss the return of PumpFun’s livestreams, and the impact of Alpenglow. We also dive into what apps we currently like, Solana Mobile’s Seeker, and other crypto focussed devices. Finally, we end the episode with discussion on how Ethereum Mainnet can be dethroned.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, n...
Jun 02, 2025•1 hr 15 min
In this episode, we cover emerging market euphoria, Bitcoin inflows, Circle’s IPO ambitions, and Plasma’s token sale. Carlos and Ryan also give us their takeaways from Solana's Accelerate conference, and the buzz around Solana Mobile’s new phone, Seeker. Finally, we dive into U.S. regulatory shifts around perps trading, and the rapidly developing MegaETH ecosystem. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the ...
May 29, 2025•1 hr 2 min
In this episode, we’re joined by Dmitriy Berenzon, a Partner at Archetype, to discuss investing in DePIN, the payments and stablecoins sector today, and consumer crypto. We cover decentralized compute networks, stablecoin fragmentation, payments infrastructure, the UX gap between TradFi and crypto, crypto neobanks, and how AI agents may reshape onchain activity and financial rails.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed b...
May 26, 2025•58 min
In this episode, we discuss Bitcoin’s return to all-time highs, and increasing institutional interest in crypto. We also dive into the rise of the Believe app and internet capital markets, trends in Solana’s trading bot market, and the evolution of crypto mobile apps. We close the episode with a critique of Ethereum’s value narrative and cultural direction.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are ...
May 22, 2025•1 hr 5 min
In this episode, we’re joined by Austin Federa and Mateo Ward to dive into DoubleZero! They explain why bandwidth—not compute—is the real blockchain bottleneck, and how DoubleZero addresses it. We also cover validator economics, token incentives, critiques on DePIN, performance benchmarks, and plans for Solana and beyond. 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 financia...
May 19, 2025•1 hr
In this episode, we’re joined by Ian and Teddy from Kairos Research to discuss the market rebound, validator economics, and Solana’s maturing infrastructure. We also cover structural Solana flows, ETF demand dynamics, and growing institutional interest in crypto assets. Finally, we dive into recent crypto M&A, Robinhood’s blockchain ambitions, and Hyperliquid’s potential as the next breakout ecosystem.Thanks for tuning in! As always, remember this podcast is for informational purposes only, ...
May 15, 2025•1 hr 26 min
In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views express...
May 12, 2025•1 hr 20 min
Gm, this week we discuss the state of Solana DeFi. We deep dive into why is everyone so bearish, Ethereum's big pivot, Solana perps market share, app revenue, bringing Bitcoin onchain & more. Enjoy! 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. -- Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and ...
May 08, 2025•1 hr 4 min
In this episode, Danny and Westie discuss their current market outlook, Bitcoin’s relative strength, and stagnation in crypto. They also unpack Ethereum’s strategic shift toward L1 scaling, the evolving meme coin launchpad landscape, and a wave of new L1 blockchain raises.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. -- Special thanks to our sponsor, dYdX! S...
May 05, 2025•1 hr 15 min
In this episode, we discuss our current crypto market outlooks, Helium’s efforts to decentralize telecom infrastructure, and Ethena’s evolution into an institutional DeFi chain. We also discuss the state of decentralized AI, US regulatory impacts on DeFi, and macro influences shaping crypto markets heading into summer.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 ad...
May 01, 2025•1 hr 16 min
In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.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...
Apr 28, 2025•1 hr 11 min
In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the implications of its “for-fun” token. They also explore app vs. chain revenue dynamics, and the evolving role of “fat apps” in capturing value across crypto ecosystems. 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 financ...
Apr 22, 2025•58 min
In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi. 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...
Apr 21, 2025•54 min
In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two years. 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 opini...
Apr 17, 2025•1 hr 12 min
In this episode, we’re joined by Paul Faecks, the Founder of Plasma, and Zaheer of Split Capital, to discuss Plasma, a blockchain focused solely on providing stablecoin infrastructure. We dive into why general-purpose chains aren’t optimized for stablecoin settlement, Plasma’s architecture and how they will mitigate spam, and the broader implications for global payments, regulation, and the stablecoin economy’s future as trillions move onchain. Thanks for tuning in! As always, remember this podc...
Apr 14, 2025•1 hr 10 min
In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market. 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. -- Resources PumpSwap Data: https://x.com/blockworksres...
Apr 10, 2025•1 hr 7 min
In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current crypto market positioning, stablecoin monetization, and Hyperliquid’s HLP. We also discuss institutional interest in DeFi tokens, crypto’s split token-equity dynamic, risks for Ethena and Pendle, pumpfun's staying power, and why Robinhood may outcompete Coinbase. Thanks for tuning in! As always, remember this podcast is for informational pu...
Apr 07, 2025•1 hr 12 min
In this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the growing stablecoin landscape. They also explore regulation such as the GENIUS Act, and how retail can position amid shifting market dynamics. 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. -- Ledger, the glob...
Apr 03, 2025•55 min
In this episode, Haseeb Qureshi, and Mike Dudas debate whether VCs still matter in crypto. They unpack the rise of meme coins, crowd sale platforms, and the challenges of sustainable token models—while defending the evolving role of VCs as long-term partners in the ecosystem. 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. -- Missed DAS? Join us from June 24th...
Mar 31, 2025•33 min
Live from DAS 2025, Carlos and Marc from Blockworks Research join us to dive deep into the evolving world of tokenization and real-world assets. We explore institutional adoption, private credit dominance in RWAs, permissioned blockchains, and the future of stablecoins. 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 Carlos: https://x.com/0xcarlosg F...
Mar 28, 2025•30 min
