0xResearch
0xResearch is for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space. Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get daily alpha and i...
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Pt. 2 Grading Citrini's Viral Crypto Portfolio
<p>Who really captures the value when real-world assets move onchain?</p> <p><br></p> <p>This week, we finish grading Citrini's tokenized-asset basket and argue where the weights are wrong.</p> <p><br></p> <p>We explore Uniswap's case for a bigger weight, Aerodrome's catalyst trade, Backpack's IPO-linked token, LayerZero's unlock overhang, and whether Ondo is priced too richly. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>00:32 Sentiment Check</p> <p>03:37 Is Aerodrome Really A Bargain?</p> <p>11:42 Should Uniswap Be A Top Holding?</p> <p>21:02 LayerZero’s Adoption Vs Token Unlocks</p> <p>27:47 Can Ch...
Grading Citrini's Viral Crypto Portfolio
<p>Is Citrini's crypto basket betting on the right themes but the wrong weights? </p> <p><br></p> <p>This week, the team grades the top half of Citrini's viral crypto basket, coin by coin. </p> <p><br></p> <p>We also explore DAS Singapore's consensus coin, Derive's valuation, the EtherFi vs Ethena fight, onchain lending competition, and whether Hyperliquid deserves the top spot in every crypto portfolio. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>00:27 Is This Just Bullish Consolidation?</p> <p>05:17 Is Citrini Overweight Derive?</p> <p>12:23 Lighter Or Hyperliquid?</p> <p>17:24 Is Ether...
Is Ethereum Losing Its Last Edge?
<p>Ethereum's last real edge, its liquidity moat, is slowly eroding as new activity moves to Base, Robinhood Chain, and Solana.</p> <p><br></p> <p>This week, Carlos and Jake take opposite sides on where the marginal dollar is really going as activity spreads beyond Ethereum.</p> <p><br></p> <p>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!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>00:30 Is Bitcoin’s Bottom In?</p> <p>10:15 Are Cr...
Alt Season, Zcash, Collectibles & The Tokenization Trade
<p>Bitcoin no longer has a monopoly on crypto’s bull case.</p> <p><br></p> <p>This week, the team asks whether revenue-generating tokens, Zcash, and onchain collectibles can sustain value beyond Bitcoin.</p> <p><br></p> <p>We also dig into why lending markets and neobanks may benefit more from tokenized assets than spot trading venues. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>01:03 Can Alts Keep Outperforming Bitcoin?</p> <p>05:01 SEC Clears The Way For Buybacks</p> <p>11:58 Is Altseason Already Here?</p> <p>17:02 Why Bitcoin Dominance Could Fall</p> <p>23:41 How Many St...
Why Reinsurance Could Become DeFi’s Best Collateral | Ryan Connor & Ayyan Rahman
<p>Is reinsurance becoming DeFi’s most useful collateral?</p> <p><br></p> <p>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.</p> <p><br></p> <p>We explore uncorrelated premiums, Kamino leverage, catastrophe risk, and why tokenization only matters when it adds real utility. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>04:15 How Does Onchain Reinsurance Work?</p> <p>09:43 Why Is Reinsurance Yield Different?</p> <p>14:38 Where Does The Yield Come From?</p> <p>20:47 Turning Reinsurance Into De...
Is Robinhood Building Crypto’s Retail Moat?
<p>Is crypto’s latest cooldown a warning or the setup for its next leg higher?</p> <p><br></p> <p>This week, we examine where lasting strength is emerging as speculation fades across onchain markets.</p> <p><br></p> <p>We explore Robinhood Chain’s growing influence, Uniswap’s resurgence, composable leveraged products, and the uncertain case for stablecoin chains. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>01:57 Can Crypto Break The Holding Pattern?</p> <p>04:54 Will The Clarity Act Pass?</p> <p>08:51 Is Robinhood Chain Already Cooling?</p> <p>11:58 Is The Meme-Equity Meta Here To Sta...
Robinhood REV Explosion, Is Pump Losing Its Grip & Zcash Vs Bitcoin
<p>Is crypto’s bull market just getting started or already winding down?</p> <p><br></p> <p>This week, we unpack whether the ongoing onchain surge is sustainable and whether Robinhood Chain represents a lasting shift or just another speculative spike.</p> <p><br></p> <p>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!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Sentiment Check</p> <p>02:15 Robinhood Chain’s Revenue Explosion</p> <p>08:56 Are These Fees Sustainable?</p> <p>15:52 Will Memes Unlock Tokenized Stocks?</p...
Is Robinhood Chain Reigniting Crypto’s Retail Economy?
<p>Crypto’s retail engine is turning back on, but can this new wave of onchain activity actually sustain itself?</p> <p><br></p> <p>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.</p> <p><br></p> <p>We also dig into Uniswap’s surge, FOMO’s breakout potential, Ethena’s token reset, and whether crypto DATs can make a comeback. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Sentiment Check</p> <p>03:45 Why Robinhood Trenches Are Exploding</p> <p>10:10 Does The Meme-Equity Meta Hav...
The Bulls Are Back: Treasury Intervention, SEC Crypto Rules & Trump Says Hyperliquid
<p>The crypto mood flipped almost overnight. What changed?</p> <p><br></p> <p>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.</p> <p><br></p> <p>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!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>02:03 Is Treasury Controlling The Curve?</p> <p>13:36 Crypto’s New Capital Formation Rules</p> <p>24:48 Is CLARITY Still Needed?</p> <p>...
Can MetaDAO Reinvent Crypto Capital Formation?
<p>Crypto’s next breakthrough could come from fundamentally rethinking how companies are built, funded, and governed.</p> <p><br></p> <p>This week, we’re joined by Michael Rinko from Colosseum to explore how MetaDAO, Colosseum, and Solana are reshaping startup formation, governance, and distribution.</p> <p><br></p> <p>We discuss futarchy, internet capital markets, tokenized equities, AI-powered builders, and where consumer crypto goes next. Enjoy!</p> <p><br></p> <p>TIMESTAMPS:</p> <p>00:00 Intro</p> <p>02:42 How MetaDAO Won Early Conviction</p> <p>06:45 Can Futarchy Replace Token Voting?</p> <p>17:08 Who Should Raise On MetaDAO?</p> <p>27:14 Why...
