0xResearch Newsletter

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

PUMP’s ICO sold out in 12 minutes, FYI

BitVM3’s “garbled circuit” approach faces critical security and scaling research before it will be practical

A valuation model for “blockchain GDP”

Also, xStocks launches on BNB Chain

Celestia, NEAR and Tron are pursuing lower inflation

As Satoshi-era wallets saw over $8 billion worth of BTC on the move, Congress is gearing up for “Crypto Week”

Buzzwords include: succinct universal proofs, zkVM, incrementally verifiable computation, distributed supercomputer and agentic AI

Tokenized stocks suffer from liquidity problems and off-hours price peg drift

Meet the pump.fun of prediction markets

The proof-of-work L1 is betting on parallel-chain scaling, low fees, and a $50 million grant program to lure Solidity developers and tokenized RWA issuers

Stablecoin drivers, the SEC’s war on ETH, and how AI is driving crypto