New episode with @0xMether @defi_kay_ @0xcarlosg & @Kunallegendd We Discuss: - SpaceX IPO - Bitcoin Outlook - Ethena’s Pivot - And more! Timestamps 👇 (0:00) Introduction (4:12) SpaceX IPO Markets (9:09) Bitcoin Decouples From Equities (15:36) Bitcoin Bottom Signals (24:18) Miners Shift to AI (25:59) Ethena’s New Strategy (31:50) Ethena Becomes Asset Manager (35:24) Scalable Yield Sources (41:06) ENA Token Value (47:25) Coinbase Distribution Bull Case (51:33) Closing Comments

New episode with @0xcarlosg @Kunallegendd & @shaundadevens We Discuss: - Crypto's Flow-Driven Market - Hyperliquid & Morpho - The Future of DeFi Yield - And more! Timestamps 👇 (0:00) Introduction (1:34) Bitcoin Lags Equities (4:14) Don’t Hide in BTC? (7:47) Hyperliquid’s Flow Story (16:02) Morpho’s Fixed-Rate Bet (24:33) Morpho’s Valuation Problem (33:49) Ethena Becomes Asset Manager (43:53) Can Ethena Diversify? (48:10) Analyst of the Week (48:51) Closing Comments

Maple’s next $50B growth phase targets the "Fintech opportunity". To scale 10x, protocols must continuously evolve their strategy and capture the next massive wave of opportunity.

DeFi is a game of collaboration, not infighting. The total market is too small for monopolies, and risk managers naturally demand asset diversification to stay safe. "There's room for many players to win." @MartindRijke

Every asset manager will eventually move on chain. Onchain management provides unprecedented proof of reserves, absolute transparency, and non-custodial fintech integration that traditional finance cannot match.

New episode with @0xMether @minnus @defi_kay_ & @salveboccaccio We Discuss: - Solana vs. Hyperliquid in Perps - Tokenized Stocks & RWAs - Pendle and Onchain Yield Markets - And more! Timestamps 👇 (0:00) Introduction (1:52) Solana vs Hyperliquid (5:33) BAM’s Maker Priority (8:08) Why Solana Perps Lagged (11:44) Tokenized Stocks Shift Trading (26:24) Tokenized Stretch Takes Off (34:01) Stretch Looping Risks (37:44) Pendle’s Yield Challenge (43:45) Boros vs Pendle V2 (47:59) Crypto Finds Outside Markets (53:50) Closing Comments

New episode with @MartindRijke Head of Growth @maplefinance We Discuss: - Onchain Asset Management - Fintech-Powered DeFi - Institutional Stablecoin Yield - And more! Timestamps 👇 (0:00) Introduction (1:07) Maple’s Asset Manager Shift (3:03) Beyond Lending Protocols (6:44) Stablecoins Find Real Users (10:04) Fintech Trust Unlocks DeFi (14:32) Four Distribution Layers (17:58) Partners, Not Competitors (21:34) Fintech Integration Hurdles (25:44) Maple’s Yield Products (31:38) Borrowing Demand Returns (36:58) Four Growth Buckets (41:15) Onchain Securitization Vehicles (46:08) Closing Comments

Risk-adjusted yield is the only metric that matters. Every DeFi allocation must discount absolute yield against expected losses and structural protocol risks to find true value. @hexonaut @sparkdotfi

Blind brand trust creates structural risk in DeFi. Retail depositors rely heavily on brand names instead of deep due diligence, creating a competitive pressure to over-leverage risk.

Sub-DAOs are ending toxic governance political wars. Siloing factions into competing sub-DAOs allows the free market to test ideas instead of paralyzing protocols from the top down. "Let's just let the free market do it." @hexonaut

Pooled lending ignores the actual risk of your assets. Traditional pools charge ETH borrowers the same rate as high-risk asset holders, making isolated markets necessary for fair pricing.

New episode with @salveboccaccio @defi_kay_ @shaundadevens & @0xcarlosg We Discuss: - Coinbase and Hyperliquid Partnership Dynamics - Prediction Markets and Market Structure - Stablecoins, Sky, and Crypto Revenue Models - And more! Timestamps 👇 (0:00) Introduction (2:13) Hyperliquid And Coinbase Shakeup (10:21) Native Markets Transition (16:29) Stablecoin Deals Beyond Hyperliquid (24:26) Cerebras Pre-IPO Frenzy (32:05) HIP-4 Outcome Markets (38:55) Spinning Up Prediction Markets (45:52) Sky, USDS, And Spark (56:03) Sky Revenue Distribution (1:03:48) Closing Comments

New episode with @hexonaut Co-Founder and CEO of @phoenixlabsdev We Discuss: - Sky’s Governance Overhaul - @sparkdotfi DeFi Lending Strategy - Institutional DeFi Infrastructure - And more! Timestamps 👇 (0:00) Introduction (1:55) Why MakerDAO Became Sky (5:10) Spark’s Role Under Sky (7:45) Spark Liquidity Layer (12:25) Conservative Collateral Strategy (17:35) DeFi Risk Ratings (24:38) Liquidity Intents Explained (27:37) Buybacks and Token Treasury (29:46) Spark’s Real Competitors (32:51) Backend for Fintechs (35:56) SubDAO Competition Dynamics (43:20) What’s Next for Spark (47:10) Closing Comments

These new UFO files are insane...

New episode with @salveboccaccio & @defi_kay_ We Discuss: - @jito_sol and JTX’s Expansion Into Trading - The Evolving Layer 2 and Chain Landscape - Coinbase’s Business Challenges - And more! Timestamps 👇 (0:00) Introduction (2:22) Base Leaves Optimism (5:31) L2 Winners And Losers (10:01) MegaETH’s Revenue Play (14:06) JTX Goes Upstack (35:11) Coinbase’s Rough Week (45:43) Closing Comments

LIVE NOW with @salveboccaccio and @defi_kay_

LIVE: Jito's JTX and HIP-4 |0xResearch x.com/i/broadcasts/1DxLdvrQp…

New episode with @tittyrespecter & @0xlarpist from @worldmarketsinc We Discuss: - Fully Onchain Exchange Design - Market Structure & Risk Management - Infrastructure & Go-to-Market Strategy - And more! Timestamps 👇 (0:00) Introduction (2:04) Why Build on MegaETH? (3:42) Gas Costs and L2s (6:00) Appchain Tradeoffs (8:57) Atlas Risk Engine (16:25) Fixed-Rate Lending (19:55) Why No ADL? (30:08) Listings and GTM (37:07) Stablecoin Concerns (39:37) What’s Next (44:00) How Hersch Joined World Markets (48:00) Closing Comments