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Rate cut probabilities swing back and risk assets recover, while Monad goes live and Galaxy’s investment case evolves
Meanwhile, high performance in AI and DePIN signals a renewed speculative appetite in infrastructure and computation.
by Marc Arjoon /
The AI bubble could pop even if demand for AI is unlimited
by Byron Gilliam /
Key metrics
ETH/BTC Ratio
DeFi TVL
Fear and Greed Index
Federal Reserve Balance Sheet
Breaking headlines across our core coverage categories.
With markets still lagging, indices for BTC, crypto miners, and the Solana ecosystem are down
by Boccaccio /
GPUs are starting to go dark even as data-center spending doubles — is a bubble on the horizon?
by Byron Gilliam /
Risk assets sold off as doubts loom over a December rate cut, with BTC tumbling briefly below $95K this morning
by Carlos /
Jeff Yass bets that prediction markets could stop wars, Paul Atkins’ announcement on “tokens,” and more
by Byron Gilliam /
Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.
Your favorite crypto and macro podcasts in one place.
0xResearch is the show 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..
1000x is a crypto markets podcast hosted by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. As an..
Bell Curve breaks down the most important themes in crypto for people who, like us, are confined to the middle of the bell curve. Each season explores a different thesis that we'll test and refine through debate with crypto's best...
Empire features interviews with top crypto founders to get the real stories that aren’t shared elsewhere. Empire is your look behind the curtain of the crypto industry. We release two episodes per week: guest interviews on Monday and a weekly..
The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Felix Jauvin interviews the brightest minds in finance about which asset classes they think will thrive..
Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build..
Supply Shock explores the latest Bitcoin news with a deep historical perspective. Featuring in-depth interviews with industry experts, each episode connects current events to key moments in Bitcoin history, revealing patterns, lessons, and insights shaping the future of digital assets...
A daily analysis of macroeconomics, bitcoin, geopolitics and big picture power shifts, hosted by Nathaniel Whittemore @nlw. The Breakdown is part of Blockworks.Subscribe to The Breakdown newsletter: https://the-breakdown.carrd.co/..
Hivemind combines Delphi Digital’s brightest minds to cut through the crypto noise. Jose, Yan, Ceteris and Duncan explore everything from venture to token design, offering an unfiltered perspective on what shapes the industry. We cut through the hype to focus..
Insights you can't invest without.
Blockworks Research
Bonk launched at the end of 2022 amid Solana’s post-FTX slump
by Danny K /
Blockworks Research
Nubank has scaled to 127M customers with a sub-$1 cost-to-serve, driving industry-leading profitability and a 31% ROE. Its model blends rapid monetization, strong operating leverage, and expanding verticals, from AI-driven lending to crypto, insurance, telco, and premium offerings like Ultravioleta. With 6.6M crypto users and new stablecoin payment pilots, Nu is becoming a major digital-asset gateway in LATAM. Despite rising NPLs and rate volatility, its efficiency and growth momentum support upside potential.
by Marc-Thomas Arjoon, CFA /
Blockworks Research
As frontend compromises escalate, decentralized delivery and verification emerge as essential security primitives for DeFi. With strong user demand and institutional pressure for resilient infrastructure, solutions like Radworks aim to address this overlooked attack surface.
by Daniel Shapiro /
Blockworks Research
South Korea is emerging as one of the most important global hubs for regulated digital assets, and Upbit sits at the center of this shift. Naver’s proposed acquisition could create the country’s dominant super app for payments, trading, and digital finance. This report breaks down the numbers, the regulatory tailwinds, the economics of the deal, and why the merger may unlock one of the most attractive asymmetries in Korea’s public markets.
by Kunal Doshi /