In this episode, Boccaccio is joined by Kez and Tolks to discuss the recent shift in the Solana trenches, the launch of Hyperliquid’s HYPE token, and the Hyperliquid ecosystem. Additionally, they covered Magic Eden’s upcoming token launch, and speculate on whether or not NFTs will make a comeback. Finally, they closed the episode with their thoughts on navigating a rapidly changing crypto market, and the recent flood of listings on Tier 1 exchanges. Thanks for tuning in! As always, remember this...
Dec 05, 2024•1 hr 2 min
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...
Nov 28, 2024•1 hr 11 min
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 show are solely their opinions, not financial advice. -- Special thanks to our sponsor, Nillion! Stay up-t...
Nov 27, 2024•49 min
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, and any views expressed by anyone on the show are solely their opinions, not financial advice. Resourc...
Nov 21, 2024•59 min
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 their opinions, not financial advice. Resources Oasis at the Intersection of AI and Gaming: https://app....
Nov 20, 2024•53 min
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 podcast is for informational purposes only, and any views expressed by anyone on the show are solely their ...
Nov 14, 2024•1 hr 19 min
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 for tuning in! As always, remember this podcast is for informational purposes only, and any views expres...
Nov 13, 2024•1 hr 9 min
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 purposes only, and any views expressed by anyone on the show are solely their opinions, not financial ad...
Nov 07, 2024•1 hr
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 revenue drivers for chains and apps. Thanks for tuning in! As always, remember this podcast is for info...
Nov 05, 2024•1 hr 12 min
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. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views e...
Oct 31, 2024•1 hr 22 min
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 expressed by anyone on the show are solely their opinions, not financial advice. -- Resources Maximizing P...
Oct 30, 2024•55 min
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 expressed by anyone on the show are solely their opinions, not financial advice. -- Chaos Labs recently l...
Oct 24, 2024•56 min
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, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Res...
Oct 23, 2024•53 min
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. Finally, we closed the episode with advice on how to deal with the growing toxicity in crypto. Thanks...
Oct 17, 2024•1 hr 2 min
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 doomed, and debate whether current blockchain business models are sustainable. Brace yourself for some h...
Oct 16, 2024•58 min
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 year has in store. Thanks for tuning in! As always, remember this podcast is for informational purposes...
Oct 10, 2024•54 min
In this episode, our Blockworks Research analysts discuss trading paradigms, the growth of the memecoin sector, and bootstrapping the Sui and Aptos ecosystems Additionally, they dive into the launch of EIGEN and the pain points EigenLayer has run into. Finally, they close out the episode by asking themselves - how long do narrative trades last? 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...
Oct 09, 2024•1 hr 2 min
In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competitor to Solana? Finally, they closed the episode with coverage of Firedancer’s impact on Solana’s performance. Thanks for tuning in! As always, remember...
Oct 02, 2024•54 min
In this episode, we discuss memecoin activity on Solana, Token2049 and Solana Breakpoint, and Kamino’s current incumbent status. Additionally, we dive into recent developments in gaming on Solana. Finally, we cover how the release of Firedancer will impact Solana going forward. 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 Blockworks Research So...
Sep 27, 2024•48 min
In this episode, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the discussion with commentary on why decentralized stablecoins are needed in the first place. Thanks for tuning in! As always, remember this podcast is f...
Sep 25, 2024•55 min
In this episode, Jesse Pollak, Base builder #001, joined us to discuss the creation of Base, maintaining a consistent UX on Base, and Base sequencers vs other L2s! We also dove into the importance of decentralizing Base, how the team is thinking about Parallelized EVMs, and their consumer focussed approach. Finally, we closed out by asking Jesse how he is thinking about the next five years. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views e...
Sep 19, 2024•1 hr 1 min
In this episode,we were joined by a special guest: the host of Bell Curve, Michael Ippolito! We discussed the PerpDEX sector, prediction market success after the US election, and the different ways to monetize social networks. Additionally, we asked ourselves, what parts of crypto suck? Finally, we unpacked the L1 trade, and discussed getting silly 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...
Sep 18, 2024•1 hr 17 min
In this episode, 0xSami from Dinero joined us to discuss Dinero’s product suite, institutional adoption of LSTs, and Dinero’s withdrawal mechanism. Additionally, we dove into the competitive landscape of decentralized stable coins, and how Dinero is growing their market share. Finally, we covered Dinero’s new ecosystem strategy and the institutionalization of DeFi Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the s...
Sep 12, 2024•54 min
In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators. 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 FriendTech Renou...
Sep 11, 2024•47 min
In this episode, Joshua and Roee from Aori joined us to discuss limit orders as intents, Aori’s based architecture, and onboarding and incentivising solvers. Additionally, they compared limit orders as intents and AMMs. Finally, Joshua laid out the end goal of Aori. 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. -- Polygon Labs is developing the next generati...
Sep 05, 2024•59 min
In this episode, our Blockworks Research analysts asked themselves, can TON survive? After Pavel Durov’s arrest, what’s their best path forward? They also discussed MakerDAOs rebrand to Sky and how previous rebrands in crypto have worked out. Additionally, they debated whether or not Ethereum L2s are parasitic. Finally, they speculated on when, if ever, L2s will move away from using Ether as their primary gas token. Thanks for tuning in! As always, remember this podcast is for informational purp...
Sep 04, 2024•1 hr 10 min
In this episode, we’re joined by Ted, the Co-founder of Dill! We discussed their various design choices, why they started building Dill in the first place, and how they plan to realize the full vision of Danksharding. Additionally, we unpacked their onboarding strategy, and their place within the current data availability landscape. Finally, Ted gave us his vision for the future of modular crypto, and how Dill aims to bring it to fruition. Thanks for tuning in! As always, remember this podcast i...
Aug 29, 2024•55 min
In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design. 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. -- Spe...
Aug 28, 2024•58 min
In this episode, Boccaccio is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket and the growing popularity of Hyperliquid. Finally, they examine Ethereum's gas fee situation and whether if the rest of 2024 is optimistic. Thanks for...
Aug 22, 2024•56 min
In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show a...
Aug 21, 2024•1 hr 5 min
