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Ethereum's last real edge, its liquidity moat, is slowly eroding as new activity moves to Base, Robinhood Chain, and Solana. This week, Carlos and Jake take opposite sides on where the marginal dollar is really going as activity spreads beyond Ethereum. We explore the tokenized stocks race, whether Ethereum should charge L2s more, the odds the Bitcoin bottom is in, and why DATs may never reclaim their highs. Enjoy! TIMESTAMPS: 00:00 Intro 00:30 Is Bitcoin’s Bottom In? 10:15 Are Crypto Treasury Trades Dying? 20:52 Does ETH Staking Still Matter? 30:35 Is Ethereum’s Liquidity Moat Eroding? 43:00 The Bull Case For Ethereum 55:14 Can Ethereum Capture More Value? 59:22 CFTC Opens A New Crypto Path FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Learn more about Blockworks Agentic Detection https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Start building with the Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/ › Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or. sellsecurities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Bitcoin no longer has a monopoly on crypto’s bull case. This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain value beyond Bitcoin. We also dig into why lending markets and neobanks may benefit more from tokenized assets than spot trading venues. Enjoy! TIMESTAMPS: 00:00 Intro 01:03 Can Alts Keep Outperforming Bitcoin? 05:01 SEC Clears The Way For Buybacks 11:58 Is Altseason Already Here? 17:02 Why Bitcoin Dominance Could Fall 23:41 How Many Stores Of Value? 31:18 Why Collectibles Work Onchain 34:58 Can Collectibles Go Mainstream? 40:38 Where Tokenization Adds Value 48:01 What Can Onchain Stocks Unlock? 51:37 Can Crypto Neobanks Win? 56:41 Aave’s Quiet Consumer Push FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST RESOURCES › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: 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. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is reinsurance becoming DeFi’s most useful collateral? This week, we're joined by Ryan Connor of RockawayX and Ayyan Rahman of OnRe as we examine how ONyc turns institution-only reinsurance into composable onchain yield. We explore uncorrelated premiums, Kamino leverage, catastrophe risk, and why tokenization only matters when it adds real utility. Enjoy! TIMESTAMPS: 00:00 Intro 04:15 How Does Onchain Reinsurance Work? 09:43 Why Is Reinsurance Yield Different? 14:38 Where Does The Yield Come From? 20:47 Turning Reinsurance Into DeFi Collateral 26:47 What Could Wipe Out Your Yield? 34:35 Can AI Improve Insurance Underwriting? 37:53 Does DeFi Leverage Add New Risks? 42:45 How Big Can Onchain Reinsurance Get? 46:28 Scaling Beyond Solana 50:57 Which RWAs Actually Belong Onchain? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Marc – https://x.com/marcarjoon › Luke – https://x.com/0xMether › Ryan – https://x.com/ryanconnor › Ayyan – https://x.com/Ayyanrahman › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks RESOURCES › Learn more about Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era › Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/ › Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one. ofthe biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial. advice.Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is crypto’s latest cooldown a warning or the setup for its next leg higher? This week, we examine where lasting strength is emerging as speculation fades across onchain markets. We explore Robinhood Chain’s growing influence, Uniswap’s resurgence, composable leveraged products, and the uncertain case for stablecoin chains. Enjoy! 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 FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Carlos – https://x.com/0xcarlosg › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is crypto’s bull market just getting started or already winding down? This week, we unpack whether the ongoing onchain surge is sustainable and whether Robinhood Chain represents a lasting shift or just another speculative spike. We explore Robinhood’s insane REV growth, stock-backed meme coins, Pump Fun’s competitive threat, and Zcash’s resurgence as a Bitcoin alternative. Enjoy! TIMESTAMPS: 00:00 Sentiment Check 02:15 Robinhood Chain’s Revenue Explosion 08:56 Are These Fees Sustainable? 15:52 Will Memes Unlock Tokenized Stocks? 22:10 Is Robinhood The Final Boss? 28:27 Ads (Token 2049, DAS Asia) 29:21 Can Pump Fight Back? 38:28 Is Pump Facing Do Or Die? 45:24 Why Zcash Is Surging 53:40 Can Bitcoin Survive Quantum Risk? 56:54 What’s On Our Radar? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events › TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one of the biggest weeks in crypto. Get your TOKEN2049 tickets here: https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto’s retail engine is turning back on, but can this new wave of onchain activity actually sustain itself? This week, the crew breaks down why Robinhood Chain, the meme-tokenized equity meta, and social trading are emerging as major growth drivers for crypto. We also dig into Uniswap’s surge, FOMO’s breakout potential, Ethena’s token reset, and whether crypto DATs can make a comeback. Enjoy! TIMESTAMPS: 00:00 Sentiment Check 03:45 Why Robinhood Trenches Are Exploding 10:10 Does The Meme-Equity Meta Have Legs? 16:17 Do Tokenized Equities Really Matter? 20:28 Is Robinhood Chain Priced In? 24:30 Ads (Token2049) 25:23 Can Base Catch Robinhood Chain? 28:48 Uniswap’s Robinhood Breakout 35:09 Is FOMO Crypto’s Breakout App? 49:02 Ethena Makes ENA Investable Again 56:25 Are Crypto DATs Back? 01:00:27 What Matters Into Year-End? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

The crypto mood flipped almost overnight. What changed? This week, Marc and Nick join to break down the catalysts behind crypto’s sharp sentiment reversal and whether they can sustain a broader recovery. We explore Treasury intervention in the bond market, the SEC’s new crypto framework, President Trump name dropping Hyperliquid, and whether ICOs could replace airdrops. Enjoy! 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? FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Nick – https://x.com/0xMetaLight › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto’s next breakthrough could come from fundamentally rethinking how companies are built, funded, and governed. This week, we’re joined by Michael Rinko from Colosseum to explore how MetaDAO, Colosseum, and Solana are reshaping startup formation, governance, and distribution. We discuss futarchy, internet capital markets, tokenized equities, AI-powered builders, and where consumer crypto goes next. Enjoy! TIMESTAMPS: 00:00 Intro 02:42 How MetaDAO Won Early Conviction 06:45 Can Futarchy Replace Token Voting? 17:08 Who Should Raise On MetaDAO? 27:14 Why MetaDAO Built A Community 30:47 What Builders Are Shipping Now 34:18 From Hackathons To Token Funding 37:55 Can Ore Actually Go Up? 43:52 Is Ore A Store Of Value? 47:34 AI Changes Who Can Build 50:48 Why Tokenized Equities Matter 54:06 Consumer Crypto’s Next Breakout FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Michael – https://x.com/mrinko › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Is the next onchain bull market already taking shape? This week, we unpack Pump’s resurgence and Fomo’s explosive growth as social trading brings users back onchain. We debate Pump’s buybacks and token value, Fomo’s social moat, where crypto infrastructure captures value, and whether trading can become social media. Enjoy! TIMESTAMPS: 00:00 Intro00:46 Pump’s Bull Case08:24 Are Pump’s Revenues Real?13:33 Pump’s Buyback Debate23:58 The Best Pump Pair Trade31:19 Fomo’s Breakout Growth39:12 Fomo’s Social Trading Vision44:17 When Social Trading Becomes Gambling50:03 Get Your DAS Tickets! FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Shaunda – https://x.com/shaundadevens › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests. mayhold positions in the companies, funds, or projects discussed.

Will Aerodrome become the definitive onchain spot exchange? This week, we're joined by Dromos Labs CEO, Alexander Cutler, to unpack MetaDEX03, Aerodrome’s multi-chain expansion, and the model Alex believes can win across Ethereum and beyond. We discuss MEV capture, tokenized RWAs and FX, LP economics, and why maximum value redistribution could be crypto’s strongest competitive moat. Enjoy! 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 FOLLOW THE GUEST › Alex – https://x.com/wagmiAlexander › Dromos – https://x.com/DromosLabs › Aerodrome – https://x.com/AerodromeFi FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto's future belongs to the few protocols that create real value, while nearly every other token is destined to fail. This week, the team explores why Hyperliquid keeps gaining momentum while most crypto tokens continue to disappoint, and what that says about the industry's future. They discuss Hyperliquid's growing role in price discovery, the TradeXYZ controversy and its importance to the ecosystem, why altcoins keep failing, and whether crypto can fix its broken token market. Enjoy! TIMESTAMPS: 00:00 Intro 00:34 The AI Leverage Blowup 03:39 Hyperliquid’s SK Hynix Liquidations 08:21 RWAs Take Over Hyperliquid 12:42 Trade.xyz Rumors And HYPE FUD 21:24 Hyperliquid’s Weekend Price Discovery 29:18 Why Most Tokens Lose Everything 43:22 Stop Chasing Altcoin Winners 48:28 Are Tokens Still Overvalued? 55:17 What The Bulls Are Watching FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Shaunda – https://x.com/shaundadevens › Carlos – https://x.com/0xcarlosg › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Crypto’s regulatory window is closing, but is the market already finding its floor? This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and surprise upside trades against broader signs that crypto may be approaching its cyclical low. They also unpack SEC scrutiny of DeFi vaults, Aave versus Morpho, Bitcoin’s multi-year bottom signal, and why Fake World Assets could revive onchain experimentation. Enjoy! TIMESTAMPS: 00:00 Intro 02:46 Can The CLARITY Act Pass? 06:31 Trading A CLARITY Upside Surprise 16:08 Are DeFi Vaults Securities? 21:04 Aave Versus Morpho 26:31 Has Bitcoin Found Its Bottom? 39:49 Inside Fake World Assets 54:29 The Onchain Revival FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Will crypto’s winners be the platforms that own users or the chains beneath them? This week, we dig into Robinhood Chain data and why distribution could reshape where crypto’s value accrues. We also discuss CLARITY odds and potential market impact, memecoins as retail onboarding, Base’s identity crisis, more Strategy sales, whether Bitcoin is finally bottoming & more. Enjoy! TIMESTAMPS: 00:00 Intro 01:30 Will CLARITY Move Markets? 08:41 Robinhood Chain Finds Early Traction 12:19 Pons Winning The Launchpad Wars? 15:40 Will Robinhood Chain Hurt Solana? 22:04 fomo Owns The Crypto User 27:48 How Robinhood Monetizes Its Chain 33:44 Can Robinhood Chain Overtake Base? 41:45 Is Bitcoin Forming A Bottom? 49:03 Ethereum’s Value Accrual Problem FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Can crypto finally solve the disconnect between product success and token value?This week, we explore why Venice AI's equity raise reignited the token-versus-equity debate, what it reveals about crypto capital formation, and why better disclosures may be the industry's next major unlock.We also discuss Strategy's recovery, Robinhood Chain's launch, Venice's AI growth, MetaDAO's ownership model, and which tokens could benefit most from the next wave of onchain adoption. Enjoy! TIMESTAMPS: 00:00 Intro 01:05 Bitcoin & Strategy Turning Bullish? 06:03 Venice AI’s Growth Engine 10:53 The Demand For Private AI 15:35 Venice’s Token Equity Divide 23:53 Crypto’s Disclosure Problem 34:01 Do You Choose Token Or Equity? 37:51 Fixing Tokenholder Alignment 45:00 Robinhood Chain Arrives 57:25 Final Thoughts FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Kunal – https://x.com/Kunallegendd › Carlos – https://x.com/0xcarlosg › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

In this episode, we discuss Strategy's updated capital framework, the launch of Open Standard's consortium-backed stablecoin, Robinhood's latest crypto product announcements, Hyperliquid's priority fee model and revenue potential, and the evolution of trading activity on Solana, including tokenized equities, meme coins, and broader market structure trends. 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 Shaundadevens: https://x.com/shaundadevens Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- 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 (1:21) Strategy’s Bitcoin Backstop (10:04) Open Standard Stablecoin Launch (16:28) Robinhood's Crypto Expansion (25:40) Hyperliquid Priority Fees Explained (37:09) Solana's Meme Coin Revival (42:21) Why Meme Coins Lost Appeal (49:08) Tokenized Equities vs. Memes (51:24) Closing Comments -- 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.