0xResearch
@0xResearch
Welcome to the show.
Hosted by @0xMether
Podcast by @BlockworksRes.
188 Following 10.5K Followers
NEW POD
We Cover:
▫️ Will Clarity pass?
▫️ Robinhood’s retail moat
▫️ Uniswap’s comeback
▫️ Do we need stablecoin chains?
▫️ Meme-equity meta & more!
@marcarjoon @AvgJoesCrypto
@0xMether @0xcarlosg
TIMESTAMPS:
00:00 Intro
01:57 Can Crypto Break The Holding Pattern?
04:54 Will The Clarity Act Pass?
08:51 Is Robinhood Chain Already Cooling?
11:58 Is The Meme-Equity Meta Here To Stay?
17:03 Ads (Token 2049)
17:57 Is Uniswap Robinhood’s Biggest Winner?
25:15 Who Wins Robinhood’s Lending Race?
35:38 Can Onchain Perps Compete?
43:22 The Hidden Tokenized Equity Trade
48:58 Do Stablecoin Chains Need To Exist?
58:07 Closing Thoughts
Show more
NEW POD
We Cover:
▫️ Treasury pumping our bags
▫️ SEC crypto rules proposal
▫️ Trump says Hyperliquid
▫️ If ICOs make a comeback
▫️ Are airdrops about to die?
@0xMether @marcarjoon @0xMetaLight
TIMESTAMPS:
00:00 Intro
02:03 Is Treasury Controlling The Curve?
13:36 Crypto’s New Capital Formation Rules
24:48 Is CLARITY Still Needed?
29:24 Who Wins From New Regulation?
33:25 Are ICOs Coming Back?
39:45 Are Airdrops About To Die?
43:37 Can Hyperliquid Go Mainstream?
49:56 Is The Crypto Bottom In?
Show more
“We’re kind of going through this valley of death for DeFi right now.”
Yields and TVL are down, but @mrino thinks AI-driven security and tokenized equities moving onchain could set up a major DeFi resurgence.
Show more
One of the strongest arguments for tokens is that they can become a distribution mechanism and a moat for the business itself.
“The presence of the HYPE token actually creates this moat around the business that wouldn’t otherwise be there.” – @mrinko
Show more
For @mrinko, Proposal 6 was the proof that Futarchy could outperform token voting.
A whale put hundreds of thousands behind a MetaDAO proposal. Smaller holders fought back through the market and won.
Show more
Traditional fundraising can consume a critical month of a startup’s life.
A month spent fundraising is a month not spent shipping, talking to users or fixing the product.
MetaDAO takes four days.
@mrinko
Show more
The fundamental crowdfunding problem:
You send someone money and hope they don’t take it to Bali.
“MetaDAO literally just solves that. One shot solves it with decision markets.” – @mrinko
Show more
problem isn’t the buyback. It’s whether the market believes the growth story.
They were already doing 100% buybacks while the token was going down. Meanwhile, the underlying memecoin economy may be far more durable than investors assume.
“Memecoins are like the most durable thing in crypto besides stablecoins at this point."
Show more
“I think @fomo legitimately might be the king of this bull market"
@AvgJoesCrypto says fomo is winning by optimizing for the user crypto natives tend to dismiss: people who just want social signals, easy execution, and access to small-cap meme coins.
Show more
The Pump bear case has centered on memecoin revenue durability.
@0xcarlosg argues the numbers are increasingly forcing the market to reconsider that thesis.
Revenue has maintained a weekly floor and recently started growing again.
Show more
Yesterday’s bear-market darlings often become funding sources for the next bull market trade.
If Pump becomes the high-conviction long for a new onchain bull market, where is money rotating from?
“Hype could be the sneaky short on this.” – @AvgJoesCrypto
Show more
"If you aren't redistributing value maximally, you're gonna struggle to compete against somebody who is."
@wagmiAlexander says Hyperliquid and @AerodromeFi are living proof that value redistribution can become your moat.
Show more
Are @Pumpfun's revenues real?
@shaundadevens put the Pump crime narrative through an overnight onchain investigation.
Conclusion: the revenue and volume look real, even if bots are driving a lot of the activity.
Show more
DEX liquidity providers are mercenary.
They go where the economics are best.
@wagmiAlexander explains how redistributing exchange revenue through $AERO lets Aerodrome compete for LPs and turn deeper liquidity into a self-reinforcing flywheel.
Show more
NEW ROUNDUP
We Cover:
▫️ Pump’s Bull Case
▫️ Fomo’s Explosive Growth
▫️ Buybacks vs Reinvestment
▫️ Should Kids Use Fomo?
@0xMether @shaundadevens
@0xcarlosg @AvgJoesCrypto
TIMESTAMPS:
00:00 Intro
00:46 Pump’s Bull Case
08:24 Are Pump’s Revenues Real?
13:33 Pump’s Buyback Debate
23:58 The Best Pump Pair Trade
31:19 Fomo’s Breakout Growth
39:12 Fomo’s Social Trading Vision
44:17 When Social Trading Becomes Gambling
50:03 Get Your DAS Tickets!
Show more
Crypto's moat against traditional finance is value redistribution.
@wagmiAlexander argues that systems which capture value without returning it to participants will ultimately struggle against those that do.
Maximizing value redistribution is a fundamental competitive advantage for crypto.
Show more
Most L2 growth disappears when the incentives disappear.
@wagmiAlexander explains why @AerodromeFi bet on @Base being different:
Coinbase distribution + vertically integrated onchain products create a flywheel capable of sustaining activity long after the incentives end.
Show more
“We want to be the number one onchain venue for tokenized stocks.”
@wagmiAlexander says Aerodrome’s goal is to extend its dominance in Bitcoin and FX into the next major growth vertical: tokenized assets.
If RWAs increasingly move onchain, winning spot exchange means winning where that new liquidity concentrates.
Show more
NEW POD
We Cover:
▫️ Aerodrome’s MetaDEX03 upgrade
▫️ Winning Ethereum liquidity
▫️ Crypto’s redistribution moat
▫️ Capturing MEV value, RWAs & more!
@wagmiAlexander @0xMether
@DromosLabs @AerodromeFi
TIMESTAMPS:
00:00 Intro
00:45 MetaDEX 3 Upgrade
06:22 Why Arc Is Different
12:49 Aerodrome Takes On Ethereum
21:11 The Case For Full Redistribution
27:39 Capturing MEV For Liquidity Providers
34:11 Tokenized Assets Moving Onchain
39:23 AMMs Vs Prop Liquidity
46:06 What The CLARITY Act Changes
51:11 Why Token Transparency Matters
59:38 Why The Bear Market Misleads
Show more
Some vaults look enough like securities that the SEC can't ignore them.
“If it looks, smells and quacks like a security, you can’t just put it on a chain and try to get around it.” – @marcarjoon
Show more
