Best Sam Martin and Dan Smith | Blockworks Podcasts (2024)

1
Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds 55:35

5h ago55:35

55:35

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 a…

1
The Modular Thesis Is Dead | Analyst Round Table 1:05:10

3d ago1:05:10

1:05:10

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 i…

1
Crypto's Solution for the Hidden Web Resource War | Andrej, Grass 45:07

6h ago45:07

45:07

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 t…

1
The Pump Fun War Zone | Analyst Round Table 1:04:03

6d ago1:04:03

1:04:03

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 zon…

1
What Went Wrong with Multichain Crypto | Stan & Zon, Initia 1:09:58

5d ago1:09:58

1:09:58

In today's episode we dive deep into the unforeseen challenges that have emerged in the multichain landscape. Joined by the founders of Initia, Stan and Zon, we explore the complexities of crosschain interactions, liquidity fragmentation, and user experience hurdles that have hindered the promise of a truly interconnected blockchain ecosystem. The …

1
Finding Bullish Themes in the Crypto Wreckage | Analyst Round Table 1:04:17

13d ago1:04:17

1:04:17

In this episode, Blockworks Research analysts try to navigate the crypto carnage. They discuss Coinbase’s recent earnings report, and potential solutions for a crypto index. Additionally, they cover the dominance of stablecoin provider business models, how to potentially gain exposure to these businesses, and whether or not PayPal can compete with …

1
Bringing ZK Proofs to Developers Everywhere | Uma Roy 46:20

21d ago46:20

46:20

In this episode, Uma Roy, Co-founder and CEO of Succinct Labs, joined us to dive into the world of zkVMs! We cover Succinct’s Prover Network & SP1, why zkVMs are needed, and the importance of being open source. Additionally, we speculate on whether or not all rollups will eventually become zkRollups. Finally, we discuss Succinct’s go-to-market stra…

1
Exploring DeFi: Restaking, Stablecoins, and Governance Attacks | Analyst Round Table 55:51

13d ago55:51

55:51

In this episode, Blockworks Research analysts discuss what’s happening in DeFi today. They cover the recent success of Kamino Finance, Jito’s restaking announcement, and the recent AAVE Governance proposals. Additionally, they talk about PayPal’s entrance into the DeFi space with their PYUSD stablecoin. Finally, they unpack the recent Compound Fina…

1
How Parcl is Bringing the Real Estate Markets Onchain | Trevor & Jason 52:10

20d ago52:10

52:10

In this episode, we’re joined by Trevor and Jason from Parcl to discuss their journey so far. We dive into the original inspiration for Parcl, real estate adoption onchain, and potential expansion beyond real estate. Additionally, we talk about improving the quality of real estate data, and PRCL token utility. Finally, we hear about what it was lik…

1
TradFi is Coming: Has Crypto Changed Forever? | Analyst Round Table 1:03:04

1M ago1:03:04

1:03:04

In this episode, Blockworks Research analysts discuss the surge in Polymarket activity, and speculate on how good its product market fit really is. Additionally, they dive into the Ethereum ETF launch, the implications of TradFi adoption in crypto, and the effects it will have going forward. Finally, they talk about the growing Base ecosystem, and …

1
Crypto’s Identity Crisis: Investing in a Better Tomorrow | Matti & Rapolas 1:13:59

1M ago1:13:59

1:13:59

In this episode, we’re joined by Matti and Rapolas from Zee Prime Capital to discuss the evolution of SocialFi, the current state of the crypto markets, and some of the innovative projects they are backing. They dive into the importance of adaptability in venture markets, how culture arises onchain, and explore crypto’s identity crisis. Finally, th…

1
Are There Too Many Liquid Staking Tokens? | Analyst Round Table 52:35

1M ago52:35

52:35

In this episode, Blockworks Research analysts discuss Trump’s potential impact on the crypto markets, single asset vs bundled spot ETFs, and recent developments in the Hyperliquid ecosystem. Additionally, they explore the role of Maker in the DeFi space and its business fundamentals. Finally, they dive into the significance of LSTs in the market to…

1
Inside the Future of Cosmos and Appchains| Jehan Tremback 1:01:34

1M ago1:01:34

1:01:34

In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his…

1
Are New Tokens Always Better? | Analyst Round Table 1:02:01

2M ago1:02:01

1:02:01

In this episode, Blockworks Research analysts discuss recent market movements, the AI x Crypto crossover, and the problem with narrative trading. The conversation also covers Germany’s Bitcoin sales, Mt. Gox distributions, and the implications of FTX repayments. Finally, they speculate on whether or not Blast has been left for dead. Thanks for tuni…

1
Eclipse and the Next Generation of Rollups | Terry & Ren 49:57

2M ago49:57

49:57

In this episode, Terry and Ren from Eclipse joined us to discuss how they are building Ethereum’s first SVM L2. We covered why they chose to bring the SVM to Ethereum, design decisions made along the way, and how they plan to onboard developers. Finally, we dive into sequencer design, and the future of rollups. Thanks for tuning in! As always, reme…

1
Crypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round Table 1:02:31

2M ago1:02:31

1:02:31

In this episode, the Blockworks Research Team covers the potential impact of the upcoming Ethereum ETFs, the likelihood of a Solana ETF getting approved, and how the NFT meta has evolved. Additionally, they dive into the bull and bear cases for Celestia going forward. Finally, they discuss the recent Blockworks Research report on TON. Thanks for tu…

1
Driving Mass Adoption: TON’s Breakthrough Mini Apps 1:07:26

2M ago1:07:26

1:07:26

In this episode, our hosts are joined by Alena, Ecosystem Lead at TON, to discuss how “Mini Apps” are helping drive mass adoption. We cover Mini Apps, the similarities and differences between Telegram and WeChat, and TON’s strategy for onboarding new developers. Finally, we dive into TON’s systems architecture, and what the TON Foundation has in st…

1
The Next Wave of Consumer Crypto Applications | Analyst Round Table 1:03:29

2M ago1:03:29

1:03:29

In this episode, Natalie from Bain Capital Crypto and Ben from Seed Club join us to discuss consumer applications in crypto. We dive into Seed Club’s recent Demo Day, viewing consumer crypto from an investor’s perspective, and the current state of crypto gaming. Additionally, we cover ongoing experiments with crypto social apps, and the NFT market …

1
The MetaDEX: Aerodrome & Velodrome Explained | Ace & Alexander 1:06:28

2M ago1:06:28

1:06:28

In this episode, Aerodrome and Velodrome contributors, Ace and Alex, join us to discuss how Aerodrome and Velodrome are redefining the DEX model. They explain how the “MetaDEX” works, the flywheel it creates for users, and how they have helped shape the L2 landscape. Additionally, we talk about their Superchain vision, and why they chose to focus t…

1
Does Crypto Have Any Real Users? | Analyst Round Table 1:06:29

2M ago1:06:29

1:06:29

In this episode, the Blockworks Research Team dives into an age old question: where are the users? They discuss applications on Solana, real world use cases on Near, and competition among data availability layers. Finally, they speak on why infrastructure continues to dominate the industry, and what it will take for gaming in crypto to gain tractio…

1
Inside Hyperliquid's Onchain Perp DEX Vision | Jeff Yan 52:36

2M ago52:36

52:36

In this episode, Jeff Yan, Co-founder of Hyperliquid, joins to discuss Hyperliquid’s journey and growth thus far. He provides insights into how they developed the HyperBFT consensus algorithm, Hyperliquid’s Vault System, and their plans to decentralize the Hyperliquid L1. Jeff also gives his thoughts on competing with Centralized Exchanges, and wha…

1
Making Sense of Crypto's Sentiment & Fundamentals | Analyst Round Table 1:09:53

2M ago1:09:53

1:09:53

In this episode, Tolks from PageOne and Kez from Parsec join to discuss their thoughts on the current market environment. Our guests dive into the polarizing subject of celebrity token launches, how Telegram’s blockchain ecosystem flew under the radar, and more. They unpack the Bitcoin ETF flows, the upcoming Ethereum ETF, AI Agents, Memecoins and …

1
Navigating DeFi in 2024 | Matt & Aryan 48:25

3M ago48:25

48:25

In this special analyst round table episode, Aryan and Matt of CMT Digital dive deep into DeFi in 2024. Topics discussed include the emergence of restaking protocols, the challenges of toxic order flow, and the shifting dynamics of crypto valuations and incentives. The conversation also explores the potential of intent-based execution, the economic…

1
The Search for Reasonably Priced Tokens | Analyst Round Table 57:38

3M ago57:38

57:38

In this episode, the 0xResearch team dives into the world of Solana DeFi, exploring the potential of undervalued tokens and discussing the disconnect between quality products and token valuations. The conversation also covers Polymarket's impressive growth, Arbitrum's controversial $250M gaming fund, and the risks exposed by Linnea's recent sequenc…

1
The Modular Integration Spectrum | Keone & Zon 1:03:46

3M ago1:03:46

1:03:46

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale bl…

1
Magic Eden's Contrarian Strategy to NFT Trading | Zhuoxun Yin 55:58

3M ago55:58

55:58

In this episode, Zhuoxun Yin, COO of Magic Eden, joins to discuss the evolving NFT landscape and their journey across multiple blockchains. He shares insights into the challenges of building NFT marketplaces on different chains, Magic Eden's multi-chain expansion strategy, and their new cross-chain wallet. Zhuoxun also offers his perspective on NFT…

1
Inside Eigenlayer's Vision for Decentralized Security | Sreeram Kannan 1:18:10

3M ago1:18:10

1:18:10

In this episode, Founder Sreeram Kannan unpacks the present and future of EigenLayer. He dives into novel concepts like intersubjectivity, attributable security, and forkable tokens that underpin Eigenlayer's unique approach to enabling trust and security for decentralized protocols. Sreeram explains the EigenLayer economy of stakers, operators and…

1
The End of NFT Scarcity | Analyst Round Table 1:19:12

3M ago1:19:12

1:19:12

In this special analyst round table episode, Boccaccio is joined by the Page One crew - Boffin, Tervo, and Tolks - to discuss the evolving landscape of NFTs, tokenization, and memecoins. The conversation starts with the rise of fantasy sports-like games in the crypto space, such as Fantasy Top, and how they compare to traditional NFTs in terms of e…

1
Ethereum's Staking Debate: Decentralization vs. Security vs. Yield | Hasu & Vasiliy 1:07:18

3M ago1:07:18

1:07:18

In this week's interview Hasu from Flashbots and Vasiliy from Lido DAO discuss the current state of Ethereum's issuance and staking dynamics post-merge. They explore the potential impact of institutional demand, solo staking, and restaking on the validator set and issuance policy. The conversation also touches on the evolving role of liquid staking…

1
Consumer Crypto's Frictionless Speculation | Analyst Round Table 1:09:39

3M ago1:09:39

1:09:39

In this episode, the research crew dives into the recent launch of VanEck's meme coin index, the state of consumer crypto adoption, and the controversy surrounding key opinion leader (KOL) investment rounds. The conversation also touches on the challenges faced by AMMs in the form of loss versus rebalancing (LVR), and how this issue compares to imp…

1
Reclaiming Your Online Identity with Intuition | Matt & Billy 1:10:09

4M ago1:10:09

1:10:09

In this week's interview Matt and Billy from Intuition discuss their vision for a decentralized identity protocol that aims to revolutionize how data is managed and monetized on the internet. They delve into the importance of credible neutrality in knowledge graphs, the four pillars of incentives that drive user participation, and how Intuition's m…

1
Fantasy Top & FriendTech: SocialFi or Speculation? | Analyst Round Table 1:22:13

4M ago1:22:13

1:22:13

In this episode, the analysts take a deep dive into Fantasy Top and FriendTech. They explore Fantasy Top's unique approach to speculating on crypto influencers' social media engagement and discuss the implications of separating the influencer from the token. The conversation then shifts to FriendTech's bumpy token launch and the challenges faced du…

1
Inside M0: The Decentralized Bank of DeFi | Luca Prosperi 1:07:24

4M ago1:07:24

1:07:24

In this week's interview we are joined by Luca, CEO & Co-Founder of M^0 Labs to discuss their new crypto dollar product called M. Luca shares insights into the M minting and redemption process, the unique two-token governance system employed by M0, and his long-term vision for the protocol. He also delves into the importance of governance in ensuri…

1
VC Tokens vs. Memecoins: Which is Ruining Crypto? | Analyst Round Table 1:10:01

4M ago1:10:01

1:10:01

In this episode, the analyst team discusses the venture capital backed tokens and low float token models. They unpack the challenges posed by low float token models and the potential risks they present to investors. The team examines the drama surrounding Io.net's GPU count and the importance of transparent communication in the crypto space. Additi…

1
Is Ethena's Yield Sustainable? Protocol Risks & Scaling Strategy w/ Founder Guy Young 54:25

4M ago54:25

54:25

In this week's interview we have an in-depth discussion with Guy, the founder of Ethena Protocol. Guy discusses the challenges of scaling Ethena to billions in USD supply, the important role of Bitcoin and Ethereum derivatives as collateral, and how Ethena is able to generate the highest yielding USD-denominated asset in crypto. Additionally, we to…

1
Runes: BRC-20s Replacement or Just More Hype? 1:14:06

4M ago1:14:06

1:14:06

In this episode the analysts kick things off by examining the Runes phenomenon on Bitcoin, debating whether it represents real innovation or just another trend. The conversation then shifts to the DePIN space, with a focus on Ionet's partnership to onboard 3000 high-performance GPUs. The hosts then turn their attention to Avalanche's rapid progress…

1
Navigating DeFi's Evolving Yield Landscape with Pendle | TN, Co-founder 50:18

4M ago50:18

50:18

In this interview, TN, the Co-founder and CEO of Pendle, discusses the protocol's journey from inception to its current state. He explains how Pendle enables users to tokenize and trade yield, focusing on the use cases of obtaining fixed rates and speculating on yield. TN shares insights on the protocol's growth, partnerships, and the impact of var…

1
Uniswap's Dilemma: Prioritizing Equity Holders or Token Holders? | Analyst Round Table 1:26:42

4M ago1:26:42

1:26:42

In this episode Dan, Ren, and Boccaccio dive deep into this week's biggest news. They discuss the launch of spot Bitcoin and Ethereum ETFs in Hong Kong, the upcoming tradability of the Parcel token, and the partnership between Aptos and Ionet. The team also discusses Monad's $225 million raise, Sui's gaming device, and the SEC's Wells notice to Uni…

1
How AI and Crypto Intersect on Ritual's Sovereign Execution Layer | Saneel, Founding Member 1:01:16

5M ago1:01:16

1:01:16

In this interview, Saneel Sreeni, the founding member of Ritual, dives deep into the intersection of AI and crypto. He explains the concept of AI co-processors and how Ritual aims to be a sovereign execution layer for AI, enabling applications to access AI models in a decentralized manner through stateful precompiles. Saneel unveils the benefits of…

1
The MakerDAO-Aave Debacle: Risks and Rewards of Collateralizing DAI | Analyst Round Table 58:41

5M ago58:41

58:41

In this episode, the Blockworks research team examines Solana's transaction failures and the network's ongoing struggles to handle high transaction volumes. The conversation then turns to the MakerDAO and Aave debacle, debating the risks and merits of MakerDAO's decision to collateralize DAI with Ethena's stablecoin. They also touch on the recent d…

1
Unlocking Bitcoin's Economy with L2s | Orkun, Citrea Co-founder 54:46

5M ago54:46

54:46

In today's interview, Orkun, the Co-founder of Citrea, dives deep into the world of Bitcoin L2s and Citrea. He explains the differences between L2s, sidechains, and sovereign rollups, and discusses the trust assumptions and bridging mechanisms in the Bitcoin ecosystem. Orkun also shares insights on the design tradeoffs in the Bitcoin L2 space, the …

1
MEV Wars: The Rise of Vertically Integrated Relays | Analyst Round Table 58:10

5M ago58:10

58:10

In this week's analyst round table, the Blockworks research team dives into Arbitrum's phase 3 grant program. They also examine the centralization risks emerging in MEV with vertically integrated relays like Titan, and debate the true impact of ETH staking yields on validating costs for rollups. The discussion also covers the huge upcoming token ai…

1
Elixir's Trustless & Permissionless Liquidity Vision for Order Book Exchanges | Philip, Founder 1:02:29

5M ago1:02:29

1:02:29

In today's interview, Philip, the founder of Elixir, discusses how his project aims to democratize access to liquidity provisioning on order book exchanges. He explains Elixir's unique architecture as a modular DPOS blockchain that uses a market making algorithm to allow anyone to supply liquidity to order books in a trustless fashion. Philip dives…

1
How do Protocols Retain Users After Airdrops? | Analyst Round Table 1:08:22

5M ago1:08:22

1:08:22

In this week's analyst round table, we dive into the latest market happenings, including Polygon's recent downtime due to L1 reorgs, the increasing trend of protocols offering larger second-round airdrops to retain users, and the potential staying power of meme coins. The discussion also covers the current state of private market valuations, the ch…

1
The Memecoin Dilemma: Fueling Adoption or Derailing Progress? | Analyst Round Table 53:11

5M ago53:11

53:11

In this week's analyst round table, the team discusses the latest news and governance updates in the crypto space, including Zerion Wallet launching an L2, Starbucks shuttering their NFT Odyssey platform, and Polyhedra closing a $20 million fund. They also dive into the dYdX segment with Skip Protocol, the launch of Swell's restaked rollup, and the…

1
Inside PancakeSwap's Multi-chain Expansion Strategy | Mochi, Head Chef at PancakeSwap 58:47

5M ago58:47

58:47

In today's interview we are joined by Head Chef of Pancakeswap, Mochi to dive deep into the upcoming PancakeSwap V4 upgrade. They discuss V4's modular three-layer architecture, which includes the accounting layer, AMM layer, and custom layer, enabling developers to create highly customizable liquidity pools and execute complex trading strategies th…

1
Inside MakerDAO's DSR Hike: Balancing Demand and Revenue in a Bull Market | Analyst Round Table 1:04:08

5M ago1:04:08

1:04:08

In this week's analyst round table the crew dives into the latest market happenings, discussing Eclipse's $50 million raise, MakerDAO's adjustment of the DSR to 15%, Michael Saylor's massive 12,000 BTC purchase, and the odds of an ETH ETF approval. The group then explores the implications of Jito Labs suspending their alternate mempool offering and…

1
Debating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and Hasu 1:05:53

6M ago1:05:53

1:05:53

In today's interview Sam and Brick are joined by Vance, Mark, and Hasu. Together they dive into MakerDAO's endgame. They discuss the current state of MakerDAO, including the DAI stablecoin and RWA adoption. The conversation then shifts to the bull case for Maker, with a focus on the new subDAO structure and how it aims to drive demand for the Maker…

1
The Future of dYdX & Decentralized Trading | Antonio Juliano, Founder 47:13

6M ago47:13

47:13

In today's interview Sam and Ren are joined by Antonio Juliano, the founder of dYdX. They kick-off by discussing the migration from V3 to V4, the platform's focus on permissionless market listings, and the importance of isolated margin. He shares insights on the competitive landscape of decentralized derivatives exchanges, the challenges and soluti…

1
Coinbase's L2 Edge: Can Robinhood & Arbitrium Catch Up? | Analyst Round Table 1:12:56

6M ago1:12:56

1:12:56

In this week's analyst round table the crew discusses the latest news and trends in the crypto space. They kick things off by analyzing Eigen Layer's impressive growth to $10 billion in TVL and debating how high that number could go. The conversation then turns to hot topics like Arbitrum's proposed $400 million gaming fund, Coinbase's dominance an…

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