0xResearch

Ethereum's last real edge, its liquidity moat, is slowly eroding as new activity moves to Base, Robinhood Chain, and Solana.

This week, Carlos and Jake take opposite sides on where the marginal dollar is really going as activity spreads beyond Ethereum.

We explore the tokenized stocks race, whether Ethereum should charge L2s more, the odds the Bitcoin bottom is in, and why DATs may never reclaim their highs. Enjoy!

TIMESTAMPS:

00:00 Intro

00:30 Is Bitcoin’s Bottom In?

10:15 Are Crypto Treasury Trades Dying?

20:52 Does ETH Staking Still Matter?

30:35 Is Ethereum’s Liquidity Moat Eroding?

43:00 The Bull Case For Ethereum

55:14 Can Ethereum Capture More Value?

59:22 CFTC Opens A New Crypto Path

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Marc – https://x.com/marcarjoon

› Luke – https://x.com/0xMether

› Ryan – https://x.com/AvgJoesCrypto

› Telegram – https://t.me/+UFFz4z3qyrhhMDYx

› Blockworks – https://x.com/Blockworks

RESOURCES

› Learn more about Blockworks Agentic Detection

https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

› Start building with the Blockworks Unified API

https://blockworks.com/insights/introducing-the-blockworks-unified-api

› Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/

› Free Daily Newsletter: https://blockworks.co/newsletter

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

› TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here:

https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

DISCLAIMER

Nothing said on 0xResearch is a recommendation to buy or. sellsecurities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Bitcoin no longer has a monopoly on crypto’s bull case.

This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain value beyond Bitcoin.

We also dig into why lending markets and neobanks may benefit more from tokenized assets than spot trading venues. Enjoy!

TIMESTAMPS:

00:00 Intro

01:03 Can Alts Keep Outperforming Bitcoin?

05:01 SEC Clears The Way For Buybacks

11:58 Is Altseason Already Here?

17:02 Why Bitcoin Dominance Could Fall

23:41 How Many Stores Of Value?

31:18 Why Collectibles Work Onchain

34:58 Can Collectibles Go Mainstream?

40:38 Where Tokenization Adds Value

48:01 What Can Onchain Stocks Unlock?

51:37 Can Crypto Neobanks Win?

56:41 Aave’s Quiet Consumer Push

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Luke – https://x.com/0xMether

› Carlos – https://x.com/0xcarlosg

› Ryan – https://x.com/AvgJoesCrypto

› Telegram – https://t.me/+UFFz4z3qyrhhMDYx

› Blockworks – https://x.com/Blockworks

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

› TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here:

https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

RESOURCES

› Learn more about Blockworks Agentic Detection:

https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

› Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: 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. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is reinsurance becoming DeFi’s most useful collateral?

This week, we're joined by Ryan Connor of RockawayX and Ayyan Rahman of OnRe as we examine how ONyc turns institution-only reinsurance into composable onchain yield.

We explore uncorrelated premiums, Kamino leverage, catastrophe risk, and why tokenization only matters when it adds real utility. Enjoy!

TIMESTAMPS:

00:00 Intro

04:15 How Does Onchain Reinsurance Work?

09:43 Why Is Reinsurance Yield Different?

14:38 Where Does The Yield Come From?

20:47 Turning Reinsurance Into DeFi Collateral

26:47 What Could Wipe Out Your Yield?

34:35 Can AI Improve Insurance Underwriting?

37:53 Does DeFi Leverage Add New Risks?

42:45 How Big Can Onchain Reinsurance Get?

46:28 Scaling Beyond Solana

50:57 Which RWAs Actually Belong Onchain?

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Marc – https://x.com/marcarjoon

› Luke – https://x.com/0xMether

› Ryan – https://x.com/ryanconnor

› Ayyan – https://x.com/Ayyanrahman

› Telegram – https://t.me/+UFFz4z3qyrhhMDYx

› Blockworks – https://x.com/Blockworks

RESOURCES

› Learn more about Blockworks Agentic Detection:

https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

› Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/

› Free Daily Newsletter: https://blockworks.co/newsletter

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

› TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one. ofthe biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here:

https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

DISCLAIMER

Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial. advice.Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is crypto’s latest cooldown a warning or the setup for its next leg higher?

This week, we examine where lasting strength is emerging as speculation fades across onchain markets.

We explore Robinhood Chain’s growing influence, Uniswap’s resurgence, composable leveraged products, and the uncertain case for stablecoin chains. Enjoy!

TIMESTAMPS:

00:00 Intro

01:57 Can Crypto Break The Holding Pattern?

04:54 Will The Clarity Act Pass?

08:51 Is Robinhood Chain Already Cooling?

11:58 Is The Meme-Equity Meta Here To Stay?

17:03 Ads (Token 2049)

17:57 Is Uniswap Robinhood’s Biggest Winner?

25:15 Who Wins Robinhood’s Lending Race?

35:38 Can Onchain Perps Compete?

43:22 The Hidden Tokenized Equity Trade

48:58 Do Stablecoin Chains Need To Exist?

58:07 Closing Thoughts

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Luke – https://x.com/0xMether

› Marc – https://x.com/marcarjoon

› Ryan – https://x.com/AvgJoesCrypto

› Carlos – https://x.com/0xcarlosg

› Telegram – https://t.me/+UFFz4z3qyrhhMDYx

› Blockworks – https://x.com/Blockworks

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

› TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

DISCLAIMER

Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is crypto’s bull market just getting started or already winding down?

This week, we unpack whether the ongoing onchain surge is sustainable and whether Robinhood Chain represents a lasting shift or just another speculative spike.

We explore Robinhood’s insane REV growth, stock-backed meme coins, Pump Fun’s competitive threat, and Zcash’s resurgence as a Bitcoin alternative. Enjoy!

TIMESTAMPS:

00:00 Sentiment Check

02:15 Robinhood Chain’s Revenue Explosion

08:56 Are These Fees Sustainable?

15:52 Will Memes Unlock Tokenized Stocks?

22:10 Is Robinhood The Final Boss?

28:27 Ads (Token 2049, DAS Asia)

29:21 Can Pump Fight Back?

38:28 Is Pump Facing Do Or Die?

45:24 Why Zcash Is Surging

53:40 Can Bitcoin Survive Quantum Risk?

56:54 What’s On Our Radar?

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Luke – https://x.com/0xMether

› Marc – https://x.com/marcarjoon

› Ryan – https://x.com/AvgJoesCrypto

› Telegram – https://t.me/+UFFz4z3qyrhhMDYx

› Blockworks – https://x.com/Blockworks

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

› TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto.

Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

DISCLAIMER

Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.