In this episode, we sat down at Permissionless with Felipe and Noah from Theia to cover crypto's macro environment, stablecoin market dynamics, and the evolution of onchain interest rates. We also explore fixed-rate lending demand, crypto equities, tokenized assets, transparency frameworks, and trends in TradFi's onchain activity.
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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Timestamps:
(0:00) Introduction
(1:59) Macro Outlook
(7:59) Demand For Fixed-Rate Lending
(10:07) Aptos Ad
(10:29) Crypto Equities
(17:31) Do We Need Equities Onchain?
(26:17) Aptos Ad
(26:50) Should Crypto Companies IPO Onchain?
(33:22) Disclosure & Transparency
(43:26) Algorand Ad
(44:01) TradFi's Onchain Activity
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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.
We went live with Phantom Co-founder and CEO Brandon Millman and Phantom’s Trading Products Lead, Femi Awomosu, to discuss their recent launch of Phantom Perps! We dive into their integration with Hyperliquid, Phantom's design philosophy, and the rationale for choosing Hyperliquid. We were also joined by 0xOmnia and Max Fiege and got their views on HIP-3 and builder codes, and broader trends in onchain trading, tokenized equities, and the PUMP TGE.
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 Brandon: https://x.com/BChillman
Follow Femi: https://x.com/FemiAw
Follow Max: https://x.com/fiege_max
Follow Omnia: https://x.com/0xOmnia
Follow Shaunda: https://x.com/shaundadevens
Follow Dan: https://x.com/smyyguy
Follow Danny: https://x.com/defi_kay_
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
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Timestamps:
(0:00) Introduction
(0:43) The Release of Phantom Perps
(3:00) Developing Phantom Perps
(8:23) Phantom's Next Steps
(15:04) The Three Pillars of Hyperliquid
(22:50) Embedded Wallets
(30:13) Further Integrating Hyperliquid
(35:35) Future Hyperps Rollouts
(41:58) Onchain Equities & Builder Codes
(1:03:30) Hyperliquid's Market Share
(1:15:21) Thoughts on the Pump's TGE
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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.