0xResearch

In this episode, Shaundadevens outlines the thesis that 24/7 equity perpetuals will become a major theme. He explains why perpetuals outperform options for price exposure, evaluates market size and infrastructure requirements, highlights Hyperliquid and TradeXYZ, and examines silver and crude oil case studies demonstrating efficiency and weekend price discovery.

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 Shaundadevens: https://x.com/shaundadevens

--

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

(1:15) Why Perps Beat Options

(5:00) Why Hyperliquid and TradeXYZ Win

(7:26) Silver and Crude Oil Case Studies

(10:23) Weekend Pricing Works

(11:36) 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.

This episode features two live panels recorded at EthCC, exploring the next phase of DeFi’s evolution—from institutional adoption to capital efficiency and yield generation.

Panel 1: Institutional DeFi: From Stablecoins to RWAs

Speakers discuss the rise of stablecoins, the growth of tokenized real-world assets (RWAs), and how institutions are entering onchain markets. Topics include tokenization frameworks, market structure challenges, transparency, and the role of DeFi in building a more global and accessible financial system.

Panel 2: Capital Efficiency & Yield in Modern DeFi

The second panel dives into lending vaults, yield strategies, and risk management. Participants break down capital efficiency, the difference between organic and incentivized yield, and how protocols are approaching risk monitoring, liquidity constraints, and portfolio construction in increasingly complex DeFi 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.

--

Panel 1 Speakers:

Marcia Blacken, Head of Porto Solutions, Self-Custody & DeFi (Anchorage Digital)

Oya Celiktemur, EMEA Director (Ondo)

Jonathan Han, CEO (Euler)

Marcelo Ruiz de Olano, CEO & Co-founder (KPK)

Panel 2 Speakers:

Ilgiz, Chief Product Officer (Gearbox)

Mike Massari, Strategic Advisor (RedStone)

engn33r, Solutions Engineer (Yearn)

Giel Detienne, Head of Curation (KPK)

--

Follow Blockworks Research: https://x.com/blockworksres

Follow KPK: https://x.com/kpk_io

--

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

(9:00) Panel 1 Start

(10:27) Why Tokenize RWAs?

(15:18) Transparency and Legal Rights

(21:41) Where Risk Lives

(25:00) Best Asset Classes

(30:48) Permissioned vs Permissionless

(34:23) Who Drives Adoption?

(38:13) RWAs in Three Years

(45:19) Panel 2 Start

(46:31) What Is Capital Efficiency?

(49:52) Incentives vs Organic Yield

(54:15) Should APY Be Split?

(58:22) What Destroys Yield?

(1:05:18) How Do You Price Risk?

(1:14:19) Off-Chain Risk Meets DeFi

(1:21:37) A Risk Metric Everyone Trusts?

(1:27:30) Early Warning Signs

(1:34:51) Can AI Manage Risk?

(1:39:32) 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.

In this episode, we are joined by Aryan of CMT Digital to discuss tokenization progress, real-world asset risks, and infrastructure gaps in DeFi. We explore blockchain competition for financial markets, evolving revenue models, and AI agents in crypto. The conversation also covers Hyperliquid’s growth, institutional adoption trends, and the role of automation in research and investing.

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 CMT Digital: https://x.com/CMT_Digital

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

(3:35) Tokenization Infrastructure

(6:49) Why Equities Beat ETFs

(9:54) RWA Risk And Oracles

(15:37) Ethereum, Solana, Or Canton?

(21:20) How Chains Should Monetize

(26:19) AI Agents Need Identity

(36:48) How AI Changed Investing

(40:42) HYPE Perps: Success Or Not?

(47:31) What Comes Next For DeFi

(52:41) 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.

In this episode, our DAS panel discusses the state of liquid token markets, including recent price declines, institutional adoption, and shifting sentiment. The conversation explores market structure, value accrual, token design, regulatory developments, and emerging sectors, while outlining potential catalysts for recovery and future growth in crypto 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 Seth Ginns: https://x.com/sethginns

Follow Cosmo Jiang: https://x.com/cosmo_jiang

Follow Pranav Kanade: https://x.com/vaneckpk

Follow Kelvin Ko: https://x.com/SpartanBlack_1

Follow Dave Rodriguez: https://x.com/EffortCapital

--

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

(2:05) Meet the Panel

(6:56) What Changes Sentiment?

(16:16) Best Token Verticals

(23:42) Token Holder Rights

(33:05) Regulation and Midterms

(38:35) 24 Month Outlook

(42:26) 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.

In this episode, Luke Leasure breaks down how DeFi’s onchain yield curve is constructed using Ethena and Pendle. He explores implied yields, term structure, and how curve signals connect to Bitcoin performance, shifting yield regimes, hedging demand, and broader crypto market risk.

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 Leasure: 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

(2:35) How Ethena and Pendle Work

(5:19) Reading the Yield Curve

(7:23) What Drives the Signal

(9:02) Why Implied Yields Trade Rich

(11:12) 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.