0xResearch

Who really captures the value when real-world assets move onchain?

This week, we finish grading Citrini's tokenized-asset basket and argue where the weights are wrong.

We explore Uniswap's case for a bigger weight, Aerodrome's catalyst trade, Backpack's IPO-linked token, LayerZero's unlock overhang, and whether Ondo is priced too richly. Enjoy!

TIMESTAMPS:

00:00 Intro

00:32 Sentiment Check

03:37 Is Aerodrome Really A Bargain?

11:42 Should Uniswap Be A Top Holding?

21:02 LayerZero’s Adoption Vs Token Unlocks

27:47 Can Chainlink Justify Its Valuation?

31:56 Can Backpack Compete With Coinbase?

41:17 What Does Maple Need To Win?

46:55 Can Pendle Escape The Yield Cycle?

54:00 Can Ondo Turn Adoption Into Revenue?

FOLLOW THE SHOW

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

› Marc – https://x.com/marcarjoon

› Luke – https://x.com/0xMether

› Kunal – https://x.com/Kunallegendd

› Sam – https://x.com/minnus

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

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

RESOURCES

› 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 London Nov 10-11

https://blockworks.com/events

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 Citrini's crypto basket betting on the right themes but the wrong weights?

This week, the team grades the top half of Citrini's viral crypto basket, coin by coin.

We also explore DAS Singapore's consensus coin, Derive's valuation, the EtherFi vs Ethena fight, onchain lending competition, and whether Hyperliquid deserves the top spot in every crypto portfolio. Enjoy!

TIMESTAMPS:

00:00 Intro

00:27 Is This Just Bullish Consolidation?

05:17 Is Citrini Overweight Derive?

12:23 Lighter Or Hyperliquid?

17:24 Is Ether.fi Still Undervalued?

23:42 Is Aave The Best Lending Bet?

28:15 Why Aren’t Tokenized Equities Taking Off?

33:19 Can Crypto Neobanks Go Mainstream?

36:19 Ethena’s Bull And Bear Cases

42:19 Can Ethena Grow Without Incentives?

46:45 Does Solana Deserve Its Allocation?

55:13 Should Hyperliquid Be The Top Holding?

FOLLOW THE SHOW

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

› Marc – https://x.com/marcarjoon

› Luke – https://x.com/0xMether

› Shuanda – https://x.com/shaundadevens

› Kunal – https://x.com/Kunallegendd

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

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

RESOURCES

› 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 London Nov 10-11

https://blockworks.com/events

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.

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.