Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds

In this episode, 0xSami from Dinero joined us to discuss Dinero’s product suite, institutional adoption of LSTs, and Dinero’s withdrawal mechanism. Additionally, we dove into the competitive landscape of decentralized stable coins, and how Dinero is growing their market share. Finally, we covered Dinero’s new ecosystem strategy and the institutionalization of DeFi 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 -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Dinero: https://x.com/dinero_xyz Follow 0xSami: https://x.com/0xSami_ Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio 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/ -- Timestamps: (0:00) Introduction (1:09) Overview of Dinero's Product Suite (7:09) The Differences Between pxETH & apxETH (9:21) Dinero's Differentiation From Other Ethereum LSTs (12:16) Institutional Adoption of LSTs (17:43) Dinero's Withdrawal Mechanism (19:06) Competition For Decentralized Stable Coins (28:56) The Dinero Relayer (32:03) Permissionless III Ad (33:17) Polygon Ad (34:07) Growing Dinero (38:44) Market Demand For LSTs (42:57) Dinero's Berachain & Other New Ecosystems Strategy (48:23) The Institutionalization of DeFi -- 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.

In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators. 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. -- Resources FriendTech Renounces Contract Ownership: https://x.com/friendtech/status/1832581118165709140 -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio 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/ -- Timestamps: (0:00) Introduction (5:12) FriendTech Renounces Contract Ownership (13:32) Can Crypto Still Empower Content Creators? (20:12) Permissionless III Ad (21:26) Crypto Payments and Onchain Economies (29:17) Recent Growth of Sui and Aptos -- 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.

In this episode, Joshua and Roee from Aori joined us to discuss limit orders as intents, Aori’s based architecture, and onboarding and incentivising solvers. Additionally, they compared limit orders as intents and AMMs. Finally, Joshua laid out the end goal of Aori. 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 -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Roee: https://x.com/Roeelir Follow Joshua: https://x.com/joshuagunnn Follow Magic: https://x.com/magicdhz Follow Boccaccio: https://x.com/tripleboccaccio 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/ -- Timestamps: (0:00) Introduction (3:37) How Does Aori Work? (7:19) Limit Orders as Intents (16:05) Permissionless III Ad (17:19) Polygon Ad (18:09) Onboarding Solvers (23:11) Aori's Based Architecture (31:04) Who Are the Main Users of Aori? (40:19) Limit Orders As Intents vs AMMs (43:46) Incentivizing Solvers to Fill Orders (51:48) Reclassifying AMMs (55:58) The Aori End Game -- 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.

In this episode, our Blockworks Research analysts asked themselves, can TON survive? After Pavel Durov’s arrest, what’s their best path forward? They also discussed MakerDAOs rebrand to Sky and how previous rebrands in crypto have worked out. Additionally, they debated whether or not Ethereum L2s are parasitic. Finally, they speculated on when, if ever,  L2s will move away from using Ether as their primary gas token. 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. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Magic: https://x.com/magicdhz Follow Daniel: https://x.com/_dshap Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ 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/ -- Timestamps: (0:00) Introduction (1:23) MakerDAOs Rebrand (17:25) Are L2s Parasitic? (28:47) Nillion Snippet (35:45) L2 Gas Tokens (51:26) Is the TON Thesis Invalidated? (1:05:49) Ethereums Attempt to Create Money -- 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.

In this episode, we’re joined by Ted, the Co-founder of Dill! We discussed their various design choices, why they started building Dill in the first place, and how they plan to realize the full vision of Danksharding. Additionally, we unpacked their onboarding strategy, and their place within the current data availability landscape. Finally, Ted gave us his vision for the future of modular crypto, and how Dill aims to bring it to fruition. 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 -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Dill: https://x.com/dill_xyz_ Follow Ted: https://x.com/ted0x1 Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio 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/ -- Timestamps: (0:00) Introduction (1:43) Getting the Inspiration to Build Dill (5:26) Design Choices: Sharding Architecture (17:51) Design Choices: Data Availability Sampling (22:34) Design Choices: KZG Commitments (24:54) Realizing the Full Danksharding Vision (30:12) Permissionless III Ad (31:26) Polygon Ad (32:17) Dill's Onboarding Strategy (37:26) Dill's Place Within the Data Availability Market (46:56) The Bet on Modularity -- 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.

In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design. 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. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Noah: https://x.com/TraderNoah Follow Felipe: https://x.com/TheiaResearch Follow Boccaccio: https://x.com/tripleboccaccio 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/ -- Timestamps: (0:00) Introduction (2:50) Why Focus On Liquid Tokens? (9:10) Token Only Teams vs Token & Equity Teams (17:34) Permissionless III Ad (18:48) Reconciling Fundamentals and Valuation (26:48) Dealing With Malicious MEV (33:06) Activist Investing In Crypto (38:37) Token Design: Less Is More (43:40) Looking Towards the Next Three Years -- 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.

In this episode, Boccaccio is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket and the growing popularity of Hyperliquid. Finally, they examine Ethereum's gas fee situation and whether if the rest of 2024 is optimistic. Thanks for tuning in! -- Follow Tolks: https://x.com/_tolks Follow Kez: https://x.com/kez4twez Follow Boccaccio: https://twitter.com/tripleboccaccio 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/ -- 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 -- Timestamps: (0:00) Introduction (2:51) Was that the Top? (9:13) Altcoin Market Opportunities (16:39) Permissonless III Ad (17:53) Polygon Ad (18:45) Gwei Costs & ETH Sentiments (25:19) Did PumpFun Ruin Memes? (41:11) Generational Top of Polymarket (47:51) Rise of Hyperliquid & dYdX Fumble -- 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.

In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with its own L2s. 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. -- Resources Drift’s Prediction Market Announcement: https://x.com/DriftProtocol/status/1825537656014721406 -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Join us at Permissionless III. Use code 0x10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Follow Nikhil: https://x.com/0xnikhilchat Follow Ryan: https://x.com/_ryanrconnor Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio 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/ -- Timestamps: (0:00) Introduction (3:01) Drift Announces A Prediction Market On Solana (6:02) Permissionless III Ad (7:16) What Happened to Farcaster? (13:39) How to Differentiate Decentralized Social Applications (26:08) Social App Business Models (31:20) Moderating Social Media Usage (35:07) Modularity Has Died Out (45:09) Does the Market Still Care About Real Yield & AI? (59:37) Ethereum Should Compete Against Its L2s -- 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.

In this episode, we dive deep into GRASS, a revolutionary decentralized network for web scraping and data collection. Andrej, from GRASS, explains how their platform is democratizing access to web data for AI development. We explore the technical aspects of the GRASS network, its innovative approach to data collection, and its potential impact on the AI industry. The conversation covers topics ranging from data poisoning prevention to the intersection of crypto and AI, concluding with insights into GRASS's future plans and expansion into mobile platforms. -- Follow Andrej: https://x.com/0xdrej Follow Ryan: https://x.com/_RyanRConnor Follow Boccaccio: https://twitter.com/tripleboccaccio 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/ -- 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 -- Timestamps (0:00) Introduction (2:11) Global Web Resource Problem (16:50) Permissionless III Ad (18:04) Polygon Ad (18:55) Live Context Retrieval (25:15) Data Labeling & RLHF Program (32:59) Crypto & AI Intersection (39:43) Why Solana & Business Future -- 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.

In this episode, our Blockworks Research analysts jump into the trenches! They discuss recent Ethereum ETF flows, future bullish catalysts on the horizon for Celestia, and the various ways MEV is being captured. Additionally, they discuss Ethereum L2 token distribution methods and how they might improve. Finally, they dive into the Pump Fun war zone. 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. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Mims: https://x.com/0xMims Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/tripleboccaccio Follow Dan: https://x.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/ -- Timestamps: (0:00) Introduction (1:09) Bullish Ethereum ETF Flows (8:39) Future Catalysts for Celestia (16:54) Will Established Chains Switch to Celestia DA in the Future? (23:49) Are L2s Too Generous With Their Token Distribution? (32:08) Nillion Snippet (42:00) Capturing MEV (52:50) The Pump Fun War 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. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.