0xResearch Newsletter

Polymarket’s new $9 billion valuation underscores how fast the sector is maturing

The market remains rangebound and perps gain popularity

How are all these seemingly separate things related?

Korea’s “Google” just bought the country’s “Coinbase” in a bold bid to build a super app spanning payments, stocks and crypto

The market is down, but at least there are new tokens to buy or sell

A new proposal would result in an immediate 45% reduction in HYPE’s total supply

The Fed’s rate cut set off a risk rotation, with BNB and HYPE leading majors with strong momentum

With rate cuts priced in and deeper liquidity, it’s not surprising to see certain speculative assets getting a bid

The napkin math on a potential Base token

Crypto is shifting into risk-on mode — pump.fun dominates meme activity, while Lido leans on treasury maneuvers

The race to bid for the USDH ticker heats up

Our take on durability, valuation, and fundamental catalysts

Tron slashed fees by 60% as Plasma looms, threatening its USDT moat

ETH onchain is slowly coming back while Crypto Twitter’s falling in love with a new flavor of gambling

Solana’s Alpenglow has passed, targeting ~150ms finality

Faster markets and bigger bets are reshaping how capital and predictions flow onchain

SOL and HYPE have rebounded, dYdX course corrects (again)

Hyperliquid’s fundamentals continue to improve, yet its valuation remains discounted compared to other L1s

Retail FOMO is back, with CEX onboarding and search terms up

Tether’s ascent as a top-10 foreign buyer of Treasurys signals stablecoin issuers are no longer just liquidity users

While the headline growth in the USDe supply is impressive, there’s often more than meets the eye

Musings on securities laws, plus Paul Atkins unveiling “Project Crypto” at the SEC

The launchpad wars is a win for Axiom regardless

Builders weigh in on Ethereum’s first decade and the decisions that will define its next one