0xResearch Newsletter

The napkin math on a potential Base token

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

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

The network is pursuing a yield-bearing ETH bridge, fee burns and massive token allocation

ZORA token is up 227% on the week

Friday News potpourri: Here’s what’s shaping up across Bitcoin, Ethereum and beyond.

An Aave interest rate shock prompted over 475,000 validators to exit and pushed stETH into a prolonged depeg

Poseidon turns to the last great frontier in AI: IP-cleared, real-world data, coordinated, licensed and monetized onchain

Congress distinguishes DeFi from centralized finance, while setting federal standards for stablecoins

Shuffle, Stake and Rollbit are some companies betting on blockchains

Interchain Labs will focus on sovereign L1s and institutional demand, abandoning plans for smart contracts on the Cosmos Hub

EigenLayer, Lido and Taiko are buying verifiable compute

New L1 chain tackles TON’s lack of native EVM support, promising Ethereum app compatibility