In this episode, we’re joined by Matti and Rapolas from Zee Prime Capital to discuss the evolution of SocialFi, the current state of the crypto markets, and some of the innovative projects they are backing. They dive into the importance of adaptability in venture markets, how culture arises onchain, and explore crypto’s identity crisis. Finally, they look back on the Fat Application Thesis, and how things have played out thus far.

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.
--
Polygon Labs is developing the next generation of open source zero-knowledge tech to aggregate crypto liquidity and user bases with the AggLayer. To support the aggregated future, the Polygon Community Grants Program was launched with 1 billion tokens — all for Polygon builders.

Season One of the community grants program is live now, and features 35 million in MATIC to support the next generation of Polygon projects!

Join the aggregated future today by applying at https://polygon.technology/grants
--
Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.

Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.


Start building today at https://www.avax.network/
--
Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii
--
Follow Matti: https://x.com/mattigags
Follow Rapolas: ​​https://x.com/long_solitude
Follow Ryan: https://x.com/_ryanrconnor
Follow Boccaccio: https://x.com/tripleboccaccio
Follow Blockworks Research: https://twitter.com/blockworksres

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Check out the Zee Prime Capital Blog: https://zeeprime.capital/blog
--
Timestamps:
0:00 Introduction
3:18 What's Interesting in Crypto Today?
8:42 The Prevalence of Infrastructure 
24:12 SocialFi's Evolution
34:39 Permissionless Ad
35:53 Polygon Ad
36:43 Avalanche Ad
37:25 Do Tokens Generate Culture? 
46:31 Approaching Problems in the Market
52:28 Crypto's Identity Crisis
1:00:56 Tackling Different Market Sectors as an Investor
1:09:11 The Fat Application Thesis
--
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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

Crypto’s Identity Crisis: Investing in a Better Tomorrow | Matti & Rapolas

In this week's interview Dan and Sam are joined by Lucas Bruder, co-founder and CEO of Jito Labs. Lucas dives into the intricacies of Solana including the validator client, Solana LST providers, and the upcoming launch of Jito's Stakenet. He discusses the function of streaming transactions and how networks use algorithms and waivers to arbitrate these. Lucas explains the role of keepers, the limitations of current Solana systems, and how Stakenet aims to revolutionize the process by decentralizing the operation of the stake pool. Stay tuned for all of this and much more!

- -
Follow Lucas: https://twitter.com/buffalu__
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Blockworks Research: https://twitter.com/blockworksres

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ 
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. 

Use the link below to learn more, and use 0X20 to get 20% off your ticket! Sign up now because the price goes up every month. 
See you there! 

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
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Timestamps
0:00 Introduction
2:36 Mitigating Sybil Actors
8:01 Capturing MEV via Block Enginge
17:30 DAS London Ad
18:26 Growth of jitoSOL in Lido's Absence
24:37 Stakenet Design
38:43 Improving Solana Fee Mechanism
47:28 Solana Dev Experience
- - 
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.

Jito: Airdropping the Solana Wealth Effect | Lucas Bruder

In 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. 

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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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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

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?
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Resource

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 Dan and Sam are joined by James Huntsaker, co-founder of Monad, a rising L1 project focused on optimizing and scaling the Ethereum Virtual Machine (EVM). The conversation delves deep into Monad's technical architecture, its challenges, and how it differentiates itself in an increasingly competitive L2 and L1 landscape. Find out how Monad utilizes hardware to its full potential, its roadmap, and how it aims to enable truly scalable, secure EVM based applications. 
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Follow James Hunsaker: https://twitter.com/_jhunsaker
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
(02:58) Monad's Key Design Difference
(08:25) “Hexens Ad’
(09:29) Monad Parallel Execution Design
(15:27) Monad BFT and Consensus Mechanism
(25:01) Monad DB - Database Structure
(32:34) Managing State Bloat
(37:48) Monad Client C++ and Rust Decision
(43:39) Are L2s Necessary?
(46:20) Transaction Fees
(48:43) Enabling Next Gen Apps
- -
Resources:
Resource Docs
https://docs.monad.xyz/

- -
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.

Monad: Unleashing Parallel Execution on the EVM

In today's episode Dan and Sam are joined by CowSwap Technical Lead Felix. CoWSwap allows you to buy and sell tokens using gasless while providing MEV protection. They explore the economic concept of "coincidence of wants" and its application in CoWSwap, the unique batch auctions that differentiate it from traditional DEXs like Uniswap, and the protocol's unique approach to optimizing gas fees and combating MEV.

As always we have an analyst segment where 2 blockworks research analysts, Westie & Ren, join the guys to dive into Crypto's latest hot narrative; Friend.Tech. A Base chain native app, Friend.Tech, allows users to create and trade tokens associated with their online profiles.
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Follow Felix: https://twitter.com/fleupold_
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Westie: https://twitter.com/WestieCapital
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
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/
- -
Use code 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:54) Friend.Tech Saga
(14:00) Improving the Bonding Curve
(30:24) Interview Start: Felix 
(30:52) CoWSwap High-Level Overview
(34:32) What are Batch Auctions?
(42:54) Solver Market Make-up
(51:12) Solving MEV Problems in the App Layer
(55:38) Impacts of One Price per token per block
(55:38) “Hexens Ad”
(56:42) Impacts of One Price per token per block
(1:04:26) Implications of UniswapX
(1:09:19) Tech VS Protocol Branding
(1:11:23) Cow Hooks & Future Development Plans
(1:14:32) CoWSwap & DAOs
- -
Resources
CoWSwap
https://cow.fi/
https://docs.cow.fi/

CoWDAO Grants Program
https://forum.cow.fi/c/cow-grants-program/10

Friend.Tech
https://twitter.com/friendtech
https://www.friend.tech/
- -
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 CoWs Will Save DeFi Swaps | Felix

In today's episode Dan and Sam are joined by Ethena Labs team. Guy Young, Co-founder, and Conor Ryder, head of research, dive into the Ethena's aim to enable the internet bond and transform Ethereum into the first crypto-native yield bearing stablecoin. They dive into Ethena's revenue model, staking yield, depeg risk, bitcoin as collateral, and much more!

As usual the team is also joined by two blockworks research analysts, Matt & Ren. Today they cover the GMX V2 launch, Coinbase earnings and Base season, Paypal pyUSD, and Arbitrum BoLD.
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Follow Guy: https://twitter.com/leptokurtic_
Follow Conor: https://twitter.com/ConorRyder
Follow Dan: https://twitter.com/smyyguy
Follow Ren: https://twitter.com/purplepill3m
Follow Matt: https://twitter.com/MattFiebach
Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38
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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/
- -
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 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:21) CEX Trading vs GMX V2
(10:36) Coinbase Earnings & Base Launch
(18:04) Paypal pyUSD
(25:10) Arbitrum BOLD
(29:40) “Atom Accelerator Ad”
(30:59) Interview Start: Ethena Labs
(32:53) Why Decentralized Stables are Needed
(38:56) USDE User Flow & Underworking 
(42:32) Hedging Counter-party Risk
(48:00) USDE Demand Through Yield
(51:10) Protocol Revenue
(56:09) Deposit Conversions
(1:01:06) stETH Depeg Scenario
(1:11:52) Bitcoin as Collateral
(1:15:03) L2 Strategy
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Resources:
GMX V2
https://twitter.com/blockworksres/status/1686413000218210305

Paypal pyUSD
https://blockworks.co/news/paypal-launches-stablecoin

BOLD on Arbitrum
https://blockworks.co/news/arbitrum-validation-protocol-permissionless

Ethena Labs
https://www.ethena.fi/
- -
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.

Ethena Labs: Enabling the Internet Bond | Guy & Conor

In today's episode Dan and Sam are joined by host of Bell Curve Podcast & Blockworks Co-Founder Michael and Blockworks research analyst Matt. The team dives into their key takeaways of the EthCC and converse on zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and much more!
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Follow Michael: https://twitter.com/MikeIppolito_
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
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
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/
- -
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 0X30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(01:37) EthCC Vibe Check
(08:25) Discussions on zkEVM Problems
(14:04) Takeaways for Interoperability
(22:49) The Bull Case for Centralized Builders
(38:36) Enshrining Eigen Layer in Ethereum Protocol
(45:10) Are Scaling Solutions Too Much?
(54:38) Lido Bribe Mechanism
(59:29) Web2 Interactions
(1:02:24) What Does Institutional Adoption Look Like?
- -
Resources:
LayerZero
https://layerzero.network/
- -
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.

Centralized Builders Bull Case, Bear Market Conference, zkEVM Problems | EthCC Reflection

We are joined by the founders of Stride - Cosmos' liquid staking zone - to discuss how LSTs will catalyze Cosmos' DeFi Summer. We discuss how Stride staking works, competition with Lido, Interchain Security, the Hub's Liquid Staking Module, Stride's upcoming features and more!

And as usual, we start the episode with our analyst bullpen to discuss the SEC's crackdown on Binance, the McHenry-Thompson crypto bill, dYdX bullishness and the Apple Vision Pro.
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Timestamps:
(00:00) Introduction
(00:49) Hot Seat/Cool Throne
(30:21) Interview Start: Cosmos' Moment
(35:43) Will LSTs Ignite Cosmos DeFi?
(38:49) The Competition
(42:07) Stride’s User Flow, Interchain Accounts & Token Design
(49:23) Interchain Security
(57:06) Trading at Peg and Instant Redemptions
(1:02:41) Sourcing Liquidity and POL
(1:06:30) Staked ATOM as Cosmos’ Gas Token
(1:08:08) Allocating Stake to Validators
(1:11:30) The Liquid Staking Module
(1:14:26) Stride’s Research and Roadmap
- -
Follow Aidan: https://twitter.com/aidan0x
Follow Riley: https://twitter.com/interchainriley
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Pibblez: https://twitter.com/0xpibblez
Follow EffortCapital: https://twitter.com/EffortCapital
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/
- -
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:
Matt Hougan Binance tweet
https://twitter.com/Matt_Hougan/status/1665779583759843329

Stride
https://stride.zone/
https://twitter.com/stride_zone
- -
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.

0xResearch Transcript on Youtube