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The Evolution of Alt Seasons | Tolks & zkMike

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Manage episode 469591579 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research.

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.

--

Resources

Udi’s Take on the SBR: https://x.com/udiWertheimer/status/1896349477650530344

Grass Episode: https://youtu.be/W7YJ8e2yZ58?feature=shared

--

Special thanks to our sponsor, dYdX!

Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX

--

Join us at DAS NYC 2025! Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

0xResearch needs your help!

We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on?

To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd

--

Follow zkMike: https://x.com/_zkmike

Follow Tolks: https://x.com/_tolks

Follow Boccaccio: https://x.com/salveboccaccio

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

--

Timestamps:

(0:00) Introduction

(3:29) Market Thoughts & the Strategic Reserve

(14:11) Crypto is Maturing

(27:07) dYdX Snippet

(29:52) Building Research Processes With AI

(38:56) The Grass Thesis

(53:50) ETHDenver Sentiment

--

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.

  continue reading

212 episodes

Artwork
iconShare
 
Manage episode 469591579 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research.

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.

--

Resources

Udi’s Take on the SBR: https://x.com/udiWertheimer/status/1896349477650530344

Grass Episode: https://youtu.be/W7YJ8e2yZ58?feature=shared

--

Special thanks to our sponsor, dYdX!

Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX

--

Join us at DAS NYC 2025! Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york

--

0xResearch needs your help!

We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on?

To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd

--

Follow zkMike: https://x.com/_zkmike

Follow Tolks: https://x.com/_tolks

Follow Boccaccio: https://x.com/salveboccaccio

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

--

Timestamps:

(0:00) Introduction

(3:29) Market Thoughts & the Strategic Reserve

(14:11) Crypto is Maturing

(27:07) dYdX Snippet

(29:52) Building Research Processes With AI

(38:56) The Grass Thesis

(53:50) ETHDenver Sentiment

--

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.

  continue reading

212 episodes

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