In this week's interview Dan and Sam are joined by BitwiseIn this week's bonus interview, we are joined by Blocknative CEO and Co-founder Matt Cutler to dive into the world of MEV and order flow on Ethereum. They explore how the proof-of-stake transition has impacted block building, the economics and incentives faced by builders and relays, and the prevalence of private order flow. Matt shares his thoughts on protocol changes like MEV-Geth and burning and how to make order flow more equitable for users. Looking ahead, he discusses how L2 scaling could reshape MEV dynamics and why Blocknative remains committed to improving Ethereum despite its flaws. 
- -
Follow Matt Cutler: https://twitter.com/mcutler
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Blockworks Research: https://twitter.com/blockworksres
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- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake.

Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch
- -
Timestamps

(0:00) Introduction

(1:44) MEVBoost Supply Chain & Blocknatives Role

(9:58) Economic Incentives in MEV

(17:36) Hexens Ad

(18:40) Prevalence of Private Order Flow

(29:00) Metamask Ad

(29:44) MEV Burn Impact

(41:36) Why Build in Ethereum?

- -
Resources
Blocknative Docs
https://docs.blocknative.com/ 
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

How Wallets Are MEV Sleeping Giants | Matt Cutler - Blocknative

In this week's interview Frax Finance Founder Sam Kazemian joins us to dissect Frax and how he sees Frax becoming the future of onchain money. They dive into the shift to being fully collateralized, Frax's singular real world asset strategy of accessing Fed rates, and new products like sFRAX yielding near the IORB and FXB for creating an on-chain yield curve. Sam explains the mechanics ensuring the peg in different markets, integrating with partners like Paxos, and FraxEth v2 transitioning to permissionless validation. He shares Frax's vision of becoming a compliant, safe, and systemically important stablecoin protocol across layers and blockchains.
- -
Follow Sam Kazemian: https://twitter.com/samkazemian
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Blockworks Research: https://twitter.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/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
Timestamps
(0:00) Introduction
(1:12) Frax V3 Explained
(4:18) Marginally Collateralized Stablecoin Design
(10:40) Directing Profits to veFXS Holders
(22:22) Reporting Offchain Asset Info Onchain
(26:08) Backing a Stablecoin with RWAs
(30:27) Hexeans AD
(31:32) Frax Gov Module
(36:47) Managing Duration Mismatches
(44:38) Revenue on FXB and sFrax
(52:47) FraxEth Performance
(57:19) Frax Eth V2
- -
Resources
FraxV3 Overview
https://docs.frax.finance/frax-v3/overview 
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Inside Frax Finance: Designing the End Game Stablecoin | Sam Kazemian

In this week's analyst table, Dan and Sam are joined by Blockworks research analysts Matt and Brick to discuss the fake Bitcoin ETF news that briefly pumped BTC price 7% before plunging back down. They also analyze Lido's proposal to sunset Staked Sol, the Arbitrum incentive program results, and debate whether real world assets coming on-chain will be a long-term value proposition. The group also weighs in on the controversy around Uniswap V4's optional KYC compliance hooks, arguing that crypto will likely see more regulatory compliant options emerge. Hope you enjoy!

As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -

Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Brick: https://twitter.com/0x___Brick
Follow Matt: https://twitter.com/MattFiebach
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake.
Try MetaMask Portfolio at https://blckwrks.co/MetaMask0xResearch
- -
Timestamps:
(00:00) Introduction
(01:39) ETF Approval Fake News
(09:48) Stride Community Rejects Enshrinement 
(11:06) “Hexens Ad”
(12:10) Blur Fee Switch Proposal 
(21:12) “MetaMask Ad”
(21:56) Arbitrum STIPs Review
(30:25) Surprise Grant Snubs and Winners
(37:01) Lido DAO Sunsets stSOL
(46:27) Link CCIP Overblown?
(53:31) The Efficacy of RWAs
(57:57) Uniswap V4 KYC Hook Hate
- -
Resources

Intern Tweet
https://x.com/intern/status/1713932991905284137

Stride Buyout Episode
https://www.youtube.com/watch?v=TUrqpCf62bc

Wash Filter by Hildobby
https://x.com/hildobby_/status/1603763322012041217

- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Unpacking Arbitrum STIPs Winners and Uniswap KYC Uproar | Analyst Round Table

In this week's interview Dan and Sam are joined by Bitwise CIO Matt Hougan and research analyst Ryan Rasmussen to discuss the exciting launch of a 2 Ethereum futures ETFs. They also discuss the prospects for Bitcoin and Ethereum spot ETF approval, Coinbase's low valuation and promising outlook, and promising use-cases for real-world adoption. 
- -
Follow Ryan Rasmussen: https://twitter.com/RasterlyRock
Follow Matt Hougan: https://twitter.com/Matt_Hougan
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Blockworks Research: https://twitter.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/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
Timestamps:
(00:00) Introduction
(01:21) Eth Futures ETF
(10:20) “Hexens Ad”
(11:19) Regulatory Nuances of Futures Markets
(18:24) Perspective on Macro Environment
(22:53) Sentiment on Coinbase Role
(34:10) Supply Overhangs and Institutional Sentiment
(40:20) Crypto's Existential Threats
(44:45) Finding the Killer Crypto App
(50:38) RWAs and Tokenizing T-Bills
- -
Resources:

Bitwise
https://bitwiseinvestments.com/
https://blockworks.co/news/ether-futures-etfs-vaneck-proshares-bitwise-offerings

- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

How Bitwise is Unlocking Ethereum Futures ETFs | Matt Hougan and Ryan Rasmussen

In this week's analyst round table Dan and Sam are joined by analysts EffortCapital and Ren. To kick-off the team discusses Cosmos events, including Cosmoverse takeaways and potential mergers between Stride and the Cosmos Hub and potential AXL token inflation adjustments. They also dissect alleged illicit transactions moved through Thorswap and its operational shutdown. They then discuss Lido's growing share of staked Ether and the on-going community debate. EffortCapital closes us out with key mentions of new album releases from Drake and Lil Wayne.

As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow EffortCapital: https://twitter.com/EffortCapital
Follow Ren: https://twitter.com/purplepill3m
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
Timestamps
(00:00) Introduction
(02:16) Cosmosverse Event Takeaway
(06:32) “Hexens Ad”
(07:31) Cosmosverse Event Takeaway
(19:14) Stride Proposal
(36:14) AXL Token Forum Post
(40:56) Are Tokens Money?
(47:18) Thorswap Frontend Shutdown
(57:02) Is Lido Too Big?
(1:11:06) Lil Wayne and Drake Albums
- -
Resources
Cosmos News 
https://forum.cosmos.network/t/atom-tokenomics-update-blockworks-research-aadao-grant-monetary-policy/11519
https://www.youtube.com/live/ag0Jj2iUKH8?si=yBQLicwUsBDHb5YQ&t=25165
https://www.youtube.com/watch?v=j6Vjo6t_uus&t=8142s

Thorswap Illicit Activity
https://x.com/THORSwap/status/1710162462639575065

AXL Token Forum Post
https://community.axelar.network/t/adjusting-axelar-network-incentives-a-proposal-to-scale-to-thousands-of-chains-call-for-comments/2515
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Will Cosmos Hub Enshrine Stride and Save ATOM? | Analyst Round Table

In this week's analyst table Dan and Sam are joined by Blockworks research analysts EffortCapital and Westie. In this week's news round-up the analysts cover Uniswap foundation's funding request of $62m, Arbitrum grants program "STIPs", and dYdX $20m incentives on V4. The team also covers this week's top mover MakerDAO and biggest loser $OX. To finish out today's show the team takes the gloves off and unpacks whether token issuance  is a cost to PoS networks. 

As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow EffortCapital: https://twitter.com/EffortCapital
Follow Westie: https://twitter.com/WestieCapital
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
Timestamps:
(00:00) Introduction
(01:52) Uniswap Foundation Requests $62M
(07:35) Arbitrum Grants Program "STIPs"
(18:32) “Hexens Ad”
(19:36) $20M dYdX Incentives on V4
(31:18) Top Movers & Losers of The Week
(32:08) The MakerDAO Bull Narrative
(36:27) RIP $OX Token
(38:23) Is Issuance a Cost to a Network?
(54:13) Coinbase Retail Perps
- -
Resources:

dYdX V4 incentives
https://dydx.forum/t/dydx-v4-launch-incentives-proposal/1075

Arbitrum STIPs 
https://forum.arbitrum.foundation/t/arbitrums-short-term-incentive-program-arbitrum-improvement-proposal/16131
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Analyst Table: Is Token Issuance a Cost?

In this week's interview Dan and Sam are joined by Nick Johnson, technical lead of ENS. The team breaks down ENS past present and future digging into its origins, the continued vision for a credibly neutral naming service, and scaling decisions in an L2 world. They also discuss key new features including the ENS Fairy and V3 name manager. They close out today's interview with a discussion on digital identities and how the ENS ecosystem continues evolving the naming service's use-cases. 

As always remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice.
- -
Follow Nick: https://twitter.com/nicksdjohnson
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Hexens is the premier cybersecurity provider in web3 with an essential focus on blockchain technologies. Always exceeding clients’ expectations, Hexens is a trusted security partner of the most prominent web3 projects like Polygon & zkEVM, 1inch, Lido, Nubank, TON, Risc0, EigenLayer, Mantle, Celo and more.
https://hexens.io/
- -
Timestamps:
(00:00) Introduction
(01:32) ENS Vision and Future
(15:45) “Hexens Ad”
(16:50) ENS Business Model & Registration Fees
(22:00) ENS Fairy
(30:00) Reflecting on ENS Airdrop
(34:02) V3 Name Manager
(38:53) DAO Structures and Services
(40:38) Digital Identities and Social Platforms
(49:41) ENS Ecosystem of Projects
- -
Resources:
ENS Domains
https://ens.domains/
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

ENS: Funding Public Goods, DAO Governance, L2 Scaling

Alex Gluchowski and Anthony Rose join us to discuss zkSync's ZK Stack and how Hyperchains enable composable applications at scale. We cover the ZK Stack design and ZK Credo, the security tradeoffs of various Hyperchain implementations, how Hyperchains enable shared composability, zkSync's forced tx inclusion mechanism, Hyperchains vs Cosmos appchains and more!
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Timestamps:
(00:00) Introduction
(03:50) Interview Start: zkSync
(04:06) The ZK Stack Announcement + ZK Credo
(08:32) Why Use the ZK Stack?
(14:05) Implementations and Security Tradeoffs
(26:39) Hyperchain Composability
(29:52) The Priority Queue: Forced Transaction Inclusion
(34:59) Account Abstraction
(38:20) Customization and Application Specificity
(42:24) Decentralizing Sequencers and Provers
(52:14) Hyperchains vs Cosmos Appchains
(57:00) ZK Stack ELI5 and Early Partners
- -
Follow Alex: https://twitter.com/gluk64
Follow Anthony: https://twitter.com/anthonykrose
Follow Sam: https://twitter.com/swmartin19
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Follow Blockworks Research: https://twitter.com/blockworksres

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- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! 
--
Use code PODS20 to get 20% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023

Research, news, data, governance and models – now, all in one place. As a listener of 0xResearch, you can use code 0XRESEARCH10 for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
- -
Resources:
zkSync
https://zksync.io/
https://twitter.com/zksync

ZK Credo
https://github.com/zksync/credo

ZK Stack Announcement
https://twitter.com/zksync/status/1673317167628967936
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Are Hyperchains The Scaling End Game? | Alex Gluchowski, Anthony Rose

Doug Colkitt joins us to discuss how AMMs can limit toxic flow, maximize capital efficiency and become primary venue for price discovery. We cover the design of Ambient, the benefits of a single contract DEX, how dynamic fees benefit LPs, strategies to reduce toxic flow, balancing the incentives of makers vs takers, why Unsiwap dominates and more!

And as usual, we start the episode with our analyst bullpen to discuss Polygon's ZK announcement, the Cosmos Hub's momentum, SAP's crypto announcement, the convergence of rollups and appchain design,
- -
Timestamps:
(00:00) Introduction
(00:58) Hot Seat/Cool Throne
(36:20) Interview Start: The AMM Landscape
(44:19) Ambient’s Single Contract DEX
(47:54) How Lower Gas Fees Impact Toxic Flow
(50:17) Ambient’s Dynamic Fee Design
(58:54) The Uniswap v4 Announcement
(59:56) Balancing Incentives for Makers vs Takers
(1:04:20) Surplus Collateral Positions and Gasless Trades
(1:08:41) Will Retail Flow Default to DEX Aggregators?
(1:09:56) Ambient’s Governance Structure and Hooks
(1:16:00) Knockout Liquidity
(1:20:14) On-Chain Price Discovery and Latency
(1:28:42) Why is Uniswap Crushing Everyone Else?
- -
Follow Doug: https://twitter.com/0xdoug
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow David: https://twitter.com/EffortCapital
Follow Westie: https://twitter.com/WestieCapital
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
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- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! 
- -
Resources:
Ambient
https://us.ambient.finance/
https://twitter.com/ambient_finance

SAP's USDC payment announcement
https://blockworks.co/news/sap-touts-blockchain-solution-payments

Dualty's Cosmos Hub RS proposal
https://forum.cosmos.network/t/proposal-draft-launch-duality-on-replicated-security/10932

Modular vs Monolithic Twitter thread
https://twitter.com/digitalmustafa/status/1672301896584040449
- -
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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Ambient: Building The On-Chain Venue for Price Discovery | Doug Colkitt

Muneeb Ali joins us to discuss how Stacks is bringing DeFi to Bitcoin. We cover Stacks design, the Bitcoin DeFi thesis, L2 security guarantees, Stacks' recent implementation bug and more!

And as usual, we start the episode with our analyst bullpen to discuss Aave's GHO, TradFi announcements, Optimism's Bedrock, Frax governance shenanigans and BitDAO.
- -
Timestamps:
(00:00) Introduction
(00:55) Hot Seat/Cool Throne
(27:19) Interview Start: Stacks
(42:22) The Proof-of-Transfer Mechanism
(46:55) The Nakamoto Release: A Security Budget Upgrade
(53:21) The Bitcoin DeFi Thesis
(57:49) Bitcoin Subnets
(1:01:10) The “Stack Increase” Bug
(1:17:15) Bitcoin MEV and Censorship
(1:25:03) Increasing Miner Competition
(1:28:37) Reorg Concerns and Orphan Blocks
- -
Follow Muneeb: https://twitter.com/muneeb
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Ren: https://twitter.com/purplepill3m
Follow Pibblez: https://twitter.com/0xpibblez
Follow Blockworks Research: https://twitter.com/blockworksres

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- -
Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! 
- -
Resources:
Stacks
https://www.stacks.co/

Stacks Roadblocks (Blockworks Research Twitter thread)
https://twitter.com/blockworksres/status/1659228801384194049
- -
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
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

Stacks: Is Bitcoin DeFi Overhyped, Underrated Or A Pipe Dream? | Muneeb Ai

Stani Kulechov joins us to discuss how Aave and Lens are building scalable primitives to accelerate crypto's adoption curve. We explore crypto's killer app, why decentralized social matters, how the Momoca DA layer scales Lens, the incentives behind building GHO and more!

And as usual, we start the episode with our analyst bullpen to discuss Coinbase's new subscription product, Lido exit liquidity games and Curve's LLAMA lending protocol.
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Timestamps:
(00:00) Introduction
(00:43) Hot Seat/Cool Throne
(34:59) Interview Start: Crypto’s Adoption Curve and Killer App
(46:35) Should Protocols Share Revenue With Token Holders?
(51:00) Why Decentralized Social Media?
(57:07) Building on Polygon
(1:03:16) Lens Tx Process Flow and the Momoca DA Layer
(1:14:46) Aave’s GHO
(1:18:38) How Spark Will Influence Aave’s Market for DAI Lending
(1:21:57) Building Core Infrastructure
(1:24:49) Decentralized Identity Solutions & Undercollateralized Loans
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Today’s episode is brought to you by the Atom Accelerator, now offering grants to build out the ATOM economic zone! It's the perfect time to build with Cosmos and join the thriving ATOM ecosystem. With Interchain Security live, and the power of IBC connecting the interchain, builders are flocking to Cosmos. Join the ranks of Neutron, Lido, Astroport, Gitcoin, Mars and numerous other projects harnessing Cosmos’ leading infrastructure. Discover how to secure a grant from the Atom Accelerator by visiting https://www.atomaccelerator.com/ today! 
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Resources:
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
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Free Daily Newsletter: https://blockworks.co/newsletter
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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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

0xResearch Transcript on Applepodcasts