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In this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the growing stablecoin landscape. They also explore regulation such as the GENIUS Act, and how retail can position amid shifting market dynamics.
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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Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
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Follow Luke: https://x.com/0xMether
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Timestamps:
(0:00) Introduction
(1:29) Market Thoughts
(7:45) Takeaways From DAS NYC
(21:02) Ledger Ad
(21:18) The GENIUS Act & Stablecoin Fragmentation
(32:01) Ledger Ad
(32:34) Thoughts on Plasma
(36:01) Playing the Stablecoin Boom
(51:04) Big Picture Outlook
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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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current crypto market positioning, stablecoin monetization, and Hyperliquid’s HLP. We also discuss institutional interest in DeFi tokens, crypto’s split token-equity dynamic, risks for Ethena and Pendle, pumpfun's staying power, and why Robinhood may outcompete 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.
--
Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
--
Follow James Christoph: https://x.com/JamesChristoph_
Follow Felix: https://x.com/fejau_inc
Follow Ryan: https://x.com/_ryanrconnor
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.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/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
--
Timestamps:
(0:00) Introduction
(2:00) Current Crypto Positioning
(9:42) Who is Buying Defi Tokens?
(16:49) Crypto's Split Equity & Token Dynamic
(21:09) Stablecoins Are Booming
(28:08) Thoughts on Ethena and Pendle
(36:07) What Happened to Hyperliquid?
(48:08) Looking at Pumpfun Data
(57:47) Robinhood vs Coinbase
(1:04:43) Crypto Needs Undercollateralized Lending
--
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.
