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2025 saw a huge compression in the valuation of new tokens, with the steepest losses in infrastructure and gaming

The AI sector was the top loser on the week, trading down -26%
The platform turns to onchain rails for Solana assets while crypto M&A and fundraising surge to cycle highs
Robinhood is pushing deeper into high-margin market design, joining competitors like Kalshi and DraftKings
RECENT PODCAST EPISODES
We went live with Figment Capital’s Jim Parillo and Dougie DeLuca, as well as Theia’s Noah Goldberg, to discuss Dougie’s "Crypto Is Dead" piece. We examined the shift from building for crypto..
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We went live to discuss the emergence of equity perps in crypto, focusing on their structure, advantages over traditional options, and implications for platforms like Hyperliquid and Solana. Shaunda Devens explains market..
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We went live to discuss current crypto market conditions, competition between Hyperliquid and Lighter, Uniswap’s new Continuous Clearing Auctions, and evolving token value-accrual models. We also cover prediction markets, founder-led marketing, and..
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LATEST 0xResearch ARTICLES
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Another week, another MetaDAO advertisement

Meanwhile, recent acquisitions continue to neglect tokenholders

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Capital gets selective

Unit economics inflect, institutional capital shows up onchain, and market structure continues to evolve

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BTC is up and L1s are down as flows turn messy again

The Nasdaq slipped yesterday after disappointing Q3 revenue from Oracle

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Fixing crypto’s broken investor relations

Lightspeed IR, launched with the Solana Foundation, aims to give allocators a single surface for diligence and communication

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ETFs flash a bid, HumidiFi tokenizes

BTC leads a broad crypto bid as ETFs post their strongest inflow in weeks

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byCarlos /
Analyzing Jup Lend vs. Kamino

The exchange between Kamino and Jupiter has escalated from healthy competition to a clear public dispute

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Boccaccio

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Danny Knettel

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Luke Leasure

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Marc Arjoon

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Kunal Doshi

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Carlos

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Shaunda Devens

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