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/MLGavaudan Follow Dan: https://twitter.com/smyyguy Follow Sam: ...
Feb 10, 2023•52 min•Season 1Ep. 17
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 ...
Feb 08, 2023•1 hr 23 min
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:...
Feb 01, 2023•1 hr 14 min
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: ...
Jan 25, 2023•1 hr 11 min
In this week's episode of 0xResearch, we bring on Zaki Manian and Sun Raghupathi to discuss how Sommelier democratizes active portfolio management. We start with the underlying mechanics of Sommelier, including why they launched on Cosmos and Sommelier's multichain strategy. We then discuss Sommelier's staking mechanics, how to incentive strategists, bridge risks, why it's hard to build for Cosmos DeFi and more! - - Timestamps: (00:00) Introduction (01:04) Hot Seat/Cool Throne (14:46) “Chainalys...
Jan 18, 2023•1 hr 10 min
In this week's episode of 0xResearch, Sreeram Kannan explains how EigenLayer enables permissionless and modular innovation across all blockchain layers. We explore EigenLayer's ETH value accrual mechanism, slashing mechanics and economic incentives, novel data availability solutions, re-staking risks and more. EigenLayer might be the most underrated project in Ethereum right now. Tune in to find out why! - - Timestamps: (00:00) Introduction (01:10) Hot Seat/Cool Throne (15:51) Solana's Bonk by F...
Jan 11, 2023•1 hr 19 min
In this episode of 0xResearch, we discuss our top predictions for 2023. We debate the future of liquid staking derivatives (LSD), scaling via L3s and AppChains , why CLOB volumes will overtake AMMs and the Fat Application thesis. Join us as we break down the narratives that will take center stage in 2023! - - Timestamps: (00:00) Introduction (00:55) The LSD Liquidity War (11:22) LSD DEX Market Share by Flipside (16:18) An OG Protocol Will Re-Launch as an L3 (22:09) AppChains Everywhere (28:25) “...
Jan 04, 2023•45 min
In this episode of 0xResearch, we host an analyst hour to debate which projects, personalities and market events should be in crypto's 2022 Mount Rushmore. This is the ultimate 2022 recap of what happened, what mattered and where we go next. We've even timestamped every topic we cover below. Check it out! - - Timestamps (00:00) Introduction (01:07) Starbucks Odyssey (02:38) Names We Won’t Forget (05:31) Yuga Labs (08:34) ETH Merge & Burn (10:57) $1.9B in Bridge Hacks (13:02) Tornado Cash Ban...
Dec 28, 2022•1 hr 15 min•Season 1Ep. 9
In this week's episode of 0xResearch, Chad Barraford joins us to discuss how THORChain will replace CeFi. We explore THORChain's unique advantage to centralized exchanges, Rune's unique tokenomics and the mechanics behind THORChain's security model. We ask the hard questions about THORChain's reliance on Rune, THORChain LP risk, RCE attacks and more. It's hard not to be bullish on THORChain after listening to this one! - - Timestamps: (00:00) Introduction (00:52) Hot Seat/Cool Throne (15:11) Cur...
Dec 21, 2022•1 hr 20 min
Blockworks just released a new podcast called 1000x! We're dropping the first episode here as we think you might want to add this podcast to the lineup. 1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg that dives deep into the macro and micro factors that represent the lifeblood of digital money and web3. In this episode, Avi and Jonah discuss how to think like a crypto trader. They explore how today's market compares to the 2018 bear, where to look...
Dec 15, 2022•54 min
In this week's episode of 0xResearch, Alex Gluchowski and Anthony Rose join us to discuss zkSync's technical roadmap and goal to become the standard that trustlessly connects execution environments. We explore the motive behind transitioning to open-source, why zkSync chose EVM compatibility (not equivalence), the path to decentralizing the sequencer & prover, account abstraction and more! - - Timestamps: (00:00) Introduction (00:52) Hot Seat/Cool Throne (17:12) Bored Ape Staking & Flips...
Dec 14, 2022•1 hr 20 min
In this week's episode of 0xResearch, Matt Hougan and Ryan Rasmussen join us to discuss Bitwise's crypto thesis. We explore the expected fallout from FTX, Coinbase's massive market opportunity, Bitwise's investment products, crypto's next big unlock and more! Matt and Ryan share insight after insight in this brilliant episode that will leave you feeling psyched about the future of crypto. - - Timestamps: (00:00) Introduction (01:05) Hot Seat/Cool Throne (13:53) Across Airdrop, Flipside Insights ...
Dec 07, 2022•1 hr 10 min
In this week's episode of 0xResearch, Antonio Juliano (the founder of dYdX) joins us to discuss dYdX's roadmap and upcoming AppChain. The fallout from FTX has shifted the spotlight to decentralized DEXs, and dYdX is in a perfect position to be the go-to DEX for perpetual trading. Antonio explains why dYdX is building an AppChain, what features to expect, how dYdX approaches MEV, new asset on-ramps and more. Antonio is a DeFi legend, you don't want to miss this one! - - Timestamps: (00:00) Introd...
Nov 30, 2022•1 hr 40 min•Season 1Ep. 5
In this week's episode of 0xResearch, Youssef Amrani and Sam Hart join us to discuss why Prop 82 was vetoed and what's next for ATOM 2.0. We start with the details of Prop 82, why it was controversial and the potential path forward. Youssef and Sam then break down the Allocator and Scheduler, the impacts of liquid staking, ATOM inflation and expected timelines. This is the go-to podcast for ATOM 2.0 fans/skeptics. - - Timestamps: (00:00) Introduction (01:17) Hot Seat/Cool Throne (19:22) Flipside...
Nov 23, 2022•1 hr 21 min
In this week's episode of 0xResearch, we bring on Westie and Matt Fiebach to discuss FTX's implosion, the impending fallout and how this affects the broader ecosystem. We then debate Cosmos 2.0, dYdX's AppChain thesis and the importance of native USDC on Cosmos. Is Cosmos gmi or is it just a great idea with bad execution? Tune in to find out! - - Timestamps (00:00) Introduction (00:55) Hot Seat: NFT PFPs, Custodians & Solana (12:55) Cool Throne: ETH Stakers, DeFi Perps, Proof-Of-Reserves (19...
Nov 16, 2022•1 hr 5 min
Disclaimer: This episode was recorded before the craziest day in crypto, aka Binance's announced acquisition of FTX. In this week's episode of 0xResearch, we bring on Will Clemente to discuss the state of Bitcoin mining. Some of the most prolific miners are facing default, and consolidation is on the horizon. How did miners get into this position? What happens next, and will this impact the BTC and broader crypto market? Tune in to find out! - - Timestamps (00:00) Pre-Interview: Alameda Drama, C...
Nov 09, 2022•1 hr 23 min•Season 1Ep. 3
In this week's episode of 0xResearch, we bring on Westie to explore the "dark arts "of crypto: MEV Markets. We discuss the underlying mechanics of MEV-Boost, the threat of censorship, Flashbots' dominance, the flywheel of exclusive order flow and more. And if MEV isn't your thing, check out our pre-interview segment with Matt & Pibblez. Why? Because it's like a weekly newsletter, except not boring and delivered straight to your ears. - - Timestamps (00:00) Introduction (00:02) Pre-Interview:...
Nov 02, 2022•1 hr 14 min•Season 1Ep. 1
Welcome to 0xResearch, a podcast by Blockworks! 0xResearch is the show 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 two 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 s...
Oct 26, 2022•51 sec
