0xResearch

In this episode, we discuss market reactions to new Federal Reserve Chair Kevin Warsh’s first policy meeting, Strategy’s STRC preferred shares trading below par and the company’s capital allocation options, Hyperliquid treasury and HYPE accumulation dynamics, SpaceX’s launch on Hyperliquid, competitive pressures within the HIP-3 deployer ecosystem, and the outlook for U.S. crypto regulation under the Clarity Act.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.

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

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Timestamps:

(0:00) Introduction

(1:50) Warsh Resets Fed Watching

(4:35) STRC Signals Market Stress

(15:02) Hyperliquid Treasury Flows

(18:58) SpaceX Launch Volume

(21:05) Trade XYZ Dominates HIP-3

(42:01) Clarity Act Odds

(51:27) Closing Comments

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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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode we discuss SpaceX’s IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics, and mining trends. We also cover Ethena’s evolving yield strategy, reserve diversification, institutional lending, token value accrual, and the implications of its partnership with Coinbase.

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.

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Follow Blockworks Research: https://x.com/blockworksres

Follow Kunal: https://x.com/Kunallegendd

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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/

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Timestamps:

(0:00) Introduction

(4:12) SpaceX IPO Markets

(9:09) Bitcoin Decouples From Equities

(15:36) Bitcoin Bottom Signals

(24:18) Miners Shift to AI

(25:59) Ethena’s New Strategy

(31:50) Ethena Becomes an Asset Manager

(35:24) Scalable Yield Sources

(41:06) ENA Token Value

(47:25) Coinbase Distribution Bull Case

(51:33) Closing Comments

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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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research complement Blockworks’ deep on-chain analytics, investor relations, and disclosure products. They also address crypto’s trust problem, the need for standardized data and disclosures, and how Blockworks aims to become the trusted data layer connecting issuers, investors, exchanges, regulators, and AI agents in on-chain markets.

Learn more: https://blockworks.com/insights/blockworks-acquires-messari

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Follow Jason on X: https://x.com/JasonYanowitz

In Boccaccio’s final episode, a rotating group of guests joined throughout the show to share their perspectives and send him off. We covered the recent cryptocurrency market downturn, Zcash’s sharp decline, Bitcoin ETF outflows, MicroStrategy’s strategy and tokenized products, DeFi lending dynamics, Hyperliquid-related flows, token transparency initiatives, blockchain adoption challenges, and investment views across lending, infrastructure, and exchange-related crypto assets. 

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.

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Follow Blockworks Research: https://x.com/blockworksres

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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/

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Timestamps:

(0:00) Introduction

(1:06) Carlos & Toma

(13:03) Matt & Aryan

(29:25) Ian & Jim

(47:06) James & Noah

(1:04:47) Closing Comments

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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.

In this episode, we discuss Bitcoin’s underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho’s new fixed-rate lending initiative and valuation debate, evolving dynamics in DeFi lending markets, and Ethena’s shifting yield strategy, reserve allocation, and diversification efforts.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.

--

Follow Blockworks Research: https://x.com/blockworksres

Follow Kunal Doshi: https://x.com/Kunallegendd

Follow Shaundadevens: https://x.com/shaundadevens

Follow Carlos: https://x.com/0xcarlosg

--

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/

--

Timestamps:

(0:00) Introduction

(1:34) Bitcoin Lags Equities

(4:14) Don’t Hide in BTC?

(7:47) Hyperliquid’s Flow Story

(16:02) Morpho’s Fixed-Rate Bet

(24:33) Morpho’s Valuation Problem

(33:49) Ethena Becomes Asset Manager

(43:53) Can Ethena Diversify?

(48:10) Analyst of the Week

(48:51) Closing Comments

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Resources:

Sam Schubert - Solana Spreads: The Black Hole Begins

https://x.com/minnus/status/2059730629319680352?s=20

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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.