0xResearch Newsletter

What Monad’s launch, MegaETH pre-market pricing, and the Berachain refund story say about today’s infra market

Prediction markets are hitting record volumes, while Neutrl opens one of crypto’s most overlooked yield opportunities

Payments shift as KlarnaUSD lands on Tempo and MegaETH’s USDm rollout accelerates despite a messy predeposit

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.

The S&P 500 fell -2.4% yesterday, and BTC plunged -5.2% to $80K today

Nvidia’s blowout earnings brighten risk sentiment, but crypto lags as BTC selling accelerates and sector performance bifurcates

MegaETH’s mainnet beta launch is imminent; meanwhile, equity perpetuals markets accelerate across HIP-3 providers

Markets retreated on Monday amid renewed macro uncertainty, with every index in the red except crypto minders

With markets still lagging, indices for BTC, crypto miners, and the Solana ecosystem are down

Risk assets sold off as doubts loom over a December rate cut, with BTC tumbling briefly below $95K this morning

Lido unveils a new buyback plan while BTC treasury companies slip below mNAV — can either model can truly return value?

A new Sui-based protocol promises to unlock Bitcoin’s idle liquidity and eliminate wrapped-token risk

What does Uniswap’s proposal to activate protocol fees and unify incentives mean for UNI token holders?

The Senate advanced a bipartisan funding package aimed at ending the shutdown, and bitcoin rose from its $100K bottom

Risks and illiquidity come to surface in the wake of a red October

Hyperliquid’s HIP-5 proposal ignites debate, while DePIN and DeFi bounce back

BTC tumbles 15-20% from recent highs while ETF outflows signal shifting sentiment among institutional players

Crypto markets were negative yesterday, but BTC miners rallied on blockbuster HPC deals

Equities remained more resilient to macro weakness, with S&P and Nasdaq 100 gains

Markets have been shadowed by the continued government shutdown and concerns about tech’s massive AI spending

As flows consolidate and volatility fades, finding edge now means knowing which games are still worth playing

MegaETH public sale auction ends tomorrow, and the free money machine has attracted people who like free money

As Solana ETFs launch but network REV trends lower, Jito sits at the intersection of new capital inflows and microstructure improvements