0xResearch

• What Does SIMD-228 Mean For Solana? | Analyst Round Table

  In this episode, our Blockworks Research analysts dives into key market updates, including the U.S. Strategic Bitcoin Reserve announcement, and Bitcoin’s outlook going forward. They also explore Solana’s SIMD-228 proposal, and its implications for validators and staking rewards. Finally, they discuss the future of real-world assets 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 Bitcoin February 2025 Update: https://app.blockworksresearch.com/flashnotes/bitcoin-february-2025-update SIMD-228 Deep Dive: https://x.com/0xcarlosg/status/1899570952943387023 The Effects of SIMD-96: https://x.com/0xcarlosg/status/1892181938770694418 -- Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Carlos: https://x.com/0xcarlosg Follow Marc: https://x.com/marcarjoon Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres 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/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:06) Reactions to the Strategic Bitcoin Reserve (5:00) Bitcoin's Outlook Going Forward (15:37) Ledger Ad (15:53) TradFi's Plans to Enable 24-Hour Trading (23:48) Ledger Ad (24:21) The SIMD-228 Debate (37:03) Future Proposals After SIMD-228 (44:09) CryptoTaxCalculator Ad (44:41) Expectations For RWAs (57:56) DAS NYC 2025 -- 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.

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  59:24
• Can Frontends Act as a Moat? | Josh Litchman & Tolks

  In this episode, we’re joined by the one and only Josh Litchman to discuss the power of front-end moats, building effective feedback loops, and the evolving landscape of crypto gaming. The conversation dives into how opinionated front ends shape user behavior, why order flow is the ultimate asset, and how games like Pixels leverage behavioral economics. We also explore the shift from traditional front ends to trading bots, the challenges of designing sustainable in-game economies, and the growing role of liquid funds 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. -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Josh: https://x.com/joshlitchman Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:39) Sui's World Liberty Finance Announcement (7:24) Defensive vs Growth Tokens (16:32) Can Front Ends be a Moat? (28:13) The Shift to Trading Bots (42:53) dYdX Snippet (45:29) Crypto Gaming Today (55:13) How Can Onchain Games Capture Users? -- 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.

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  1:05:56
• Solana’s DEX War, Base’s Flashblocks, and RWAs | Analyst Round Table

  In this episode, our Blockworks Research analysts dive into key market developments, including Trump’s recent comments on a potential U.S. crypto reserve and its market implications. They debate whether Bitcoin should be the sole asset in such a reserve, and analyze broader market sentiment. The discussion shifts to Solana’s DEX landscape, and the potential impact of Pump.fun’s new AMM on Raydium’s trading volumes. The conversation also covers Base’s Flashblocks announcement. Finally, they explore the tokenization of real-world assets, the role of institutions like Coinbase and BlackRock, and the evolving regulatory 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 advice. -- Resources Raydium Analytics: https://raydium.blockworksresearch.com/ Solana: February 2025 Update: https://x.com/blockworksres/status/1896919181918163128 Class Dismissed: End of Raydium’s Graduations: https://x.com/blockworksres/status/1894357544359137658 Base Announces Flashblocks: https://x.com/buildonbase/status/1895223243713458184 -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow Carlos: https://x.com/0xcarlosg Follow Daniel: https://x.com/_dshap Follow Marc: https://x.com/marcarjoon Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres 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/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:37) Trump's Comments on the Crypto Reserve (8:56) The Solana DEX Landscape (17:05) Pumpfuns Native AMM (28:15) Base Announces Flashblocks (42:38) Connecting Base Liquidity to Coinbase (48:18) Crypto Tax Calculator Ad (48:49) The RWA Sector (1:04:06) 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.

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  1:07:11
• The Evolution of Alt Seasons | Tolks & zkMike

  In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research. 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 Udi’s Take on the SBR: https://x.com/udiWertheimer/status/1896349477650530344 Grass Episode: https://youtu.be/W7YJ8e2yZ58?feature=shared -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow zkMike: https://x.com/_zkmike Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (3:29) Market Thoughts & the Strategic Reserve (14:11) Crypto is Maturing (27:07) dYdX Snippet (29:52) Building Research Processes With AI (38:56) The Grass Thesis (53:50) ETHDenver Sentiment -- 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.

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  58:57
• Kaito’s Airdrop: Genius or Giveaway Gone Wrong? | Analyst Round Table

  In this episode, our Blockworks Research analysts discuss the recent ByBit hack, Kaito’s airdrop, and the sustainability of airdrops. They also dive into the various token deployment methods, and DeFi UX today. Finally, they shout out the mad man trying to CTO Aptos. 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. -- Doing your crypto taxes doesn’t have to suck. Say goodbye to tax season stress with Crypto Tax Calculator - built for degens like you: 3,000+ integrations to support all your wallets, exchanges, and on-chain activity with deep integrations into dApps & smart contracts. A custom pricing oracle to handle even the most chaotic portfolios. Full support for IRS rules and accurate, CPA-endorsed tax reports.  Generate reports your accountant will love or file directly yourself. Create an account. Import your wallets and exchanges. Review and download your tax report.  Get started today and make tax season easy! You can use our exclusive discount code BW2025 to enjoy 30% off all paid CTC plans until April 15th, 2025.   Follow this link to get started: https://cryptotaxcalculator.io/us/?coupon=BW2025&utm_source=blockworks&utm_medium=podcast&utm_campaign=0x -- Join us at DAS NYC 2025!  Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help!  We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow David: https://x.com/EffortCapital Follow Dan: https://x.com/smyyguy Follow Westie: https://x.com/WestieCapital Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres 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/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (2:31) Thoughts on the ByBit Hack (18:03) Did Kaito Airdrop Too Much? (31:36) Airdrop Sustainability (37:16) Crypto Tax Calculator Ad (37:48) Regulatory Catalysts & Token Deployment Methods (56:48) DeFi UX Today (1:03:09) The Guy Trying to CTO Aptos -- 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.

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  1:05:42

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