Best Dan Smith | Blockworks Podcasts (2025)

1
Bitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau 1:10:47

1h ago1:10:47

1:10:47

In this episode, we’re joined by Co-founder of DBA, Jon Charbonneau, to discuss the current state of venture and liquid markets, Bitcoin’s evolving narrative, and whether crypto VCs should benchmark against BTC. We also cover Solana and Celestia’s long-term prospects, Ethereum’s scaling challenges, and broader changes in crypto culture.Thanks for t…

1
Can Zora’s Model Work? | Round Table 58:07

6d ago58:07

58:07

In this episode, the 0xResearch crew dives into Bitcoin’s potential decoupling from US equities, the rise of Zora’s controversial content coin model, and the implications of its “for-fun” token. They also explore app vs. chain revenue dynamics, and the evolving role of “fat apps” in capturing value across crypto ecosystems. Thanks for tuning in! As…

1
How Ethena is Redefining Digital Finance | Guy Young 53:38

7d ago53:38

53:38

In this episode, we’re joined by Guy Young , Founder at Ethena Labs, to discuss the rapid growth of USDe, the design of their new products like USDtb, and the launch of Converge and Ethereal. He shares insights on stablecoin infrastructure, institutional adoption, risk management, and Ethena’s broader vision to bridge DeFi with TradFi. Thanks for t…

1
Crypto Meets TradFi: The New Convergence | Round Table 1:11:58

11d ago1:11:58

1:11:58

In this episode, our Blockworks Research analysts cover shifting macro conditions, the growth of tokenized gold, Solana’s rising institutional interest, and the evolving overlap between crypto and traditional finance. They also examine airdrop mechanics, critique Berachain’s approach, and debate what trends will define the next two years. Thanks fo…

1
Building the Future of Global Payments | Paul & Zaheer 1:09:31

14d ago1:09:31

1:09:31

In this episode, we’re joined by Paul Faecks, the Founder of Plasma, and Zaheer of Split Capital, to discuss Plasma, a blockchain focused solely on providing stablecoin infrastructure. We dive into why general-purpose chains aren’t optimized for stablecoin settlement, Plasma’s architecture and how they will mitigate spam, and the broader implicatio…

1
Raydium vs PumpFun: Who Owns the Users? | Round Table 1:06:52

18d ago1:06:52

1:06:52

In this episode, we explore PumpFun’s competition with Raydium, frontend design as a competitive moat, Solana’s share of network REV and application revenue, Ethereum’s ongoing scaling and governance challenges, and Bitcoin’s correlation to the stock market. Thanks for tuning in! As always, remember this podcast is for informational purposes only, …

1
Hating on Crypto (With Love) | Felix Jauvin & James Christoph 1:12:13

22d ago1:12:13

1:12:13

In this episode, we’re joined by Felix Jauvin, Host of the Forward Guidance podcast, and James Christoph, a guy from our Telegram group, to dive into current crypto market positioning, stablecoin monetization, and Hyperliquid’s HLP. We also discuss institutional interest in DeFi tokens, crypto’s split token-equity dynamic, risks for Ethena and Pend…

1
The Stablecoin Boom: Why Institutions Are Betting on Stablecoin Growth | Round Table 55:24

26d ago55:24

55:24

In this episode, our Blockworks Research analysts are back from DAS NYC to unpack Q1’s market volatility, institutional sentiment around crypto, and the growing stablecoin landscape. They also explore regulation such as the GENIUS Act, and how retail can position amid shifting market dynamics. Thanks for tuning in! As always, remember this podcast …

1
Live From DAS: Do VCs Still Matter? | Haseeb Qureshi & Mike Dudas 32:49

29d ago32:49

32:49

In this episode, Haseeb Qureshi, and Mike Dudas debate whether VCs still matter in crypto. They unpack the rise of meme coins, crowd sale platforms, and the challenges of sustainable token models—while defending the evolving role of VCs as long-term partners in the ecosystem. Thanks for tuning in! As always, remember this podcast is for information…

1
Live From DAS: Tokenizing the World - Institutions Enter the Arena | Carlos & Marc 30:15

1M ago30:15

30:15

Live from DAS 2025, Carlos and Marc from Blockworks Research join us to dive deep into the evolving world of tokenization and real-world assets. We explore institutional adoption, private credit dominance in RWAs, permissioned blockchains, and the future of stablecoins. Thanks for tuning in! As always, remember this podcast is for informational pur…

1
Live From DAS: Is PumpFun’s Peak Behind Us? | Round Table 39:39

1M ago39:39

39:39

In this episode, we discuss the evolving landscape of institutional crypto adoption. We explore differences in investment focus between traditional institutions and crypto natives, the sustainability of memecoin activity, and the competitive positioning of DeFi protocols like Aave. The conversation also touches on emerging blockchain ecosystems and…

1
Live From DAS: The Return of Bitcoin-Backed Lending | John Glover 18:44

1M ago18:44

18:44

This episode of 0xResearch explores Bitcoin-backed lending with John Glover, CIO of Ledn. He discusses why Bitcoin is an ideal collateral, how risk management helped Ledn survive market collapses, and the growing demand for Bitcoin-backed loans globally. The conversation also touches on DeFi lending, regulatory challenges, and Ledn’s plans for expa…

1
Live From DAS: Building Empirical Valuation Frameworks For Digital Assets | Jon & Matthew 20:27

1M ago20:27

20:27

In this episode, we dive into the challenges of valuing digital assets with Ryan Connor, Jon Charbonneau from DBA, and Matthew Sigel from VanEck. The discussion covers the applicability of traditional valuation models to crypto, the role of sentiment and flows, the impact of tokenomics, and the relevance of technical analysis in the space. Thanks f…

1
Live From DAS: JitoSOL, Staked ETFs, and the Future of Solana Governance | Lucas Bruder 34:35

1M ago34:35

34:35

In this episode, Jito Labs CEO Lucas Bruder joined us at DAS to discuss crypto’s growing dialogue with regulators, and the potential for staked ETFs. We also dive into Solana governance, SIMD-228 and SIMD-123, and the evolving validator landscape. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any vie…

1
Data Deep Dive: Are Memecoins Dead? | Analyst Round Table 1:06:51

1M ago1:06:51

1:06:51

In this episode, Danny and Westie discuss their current outlook for the crypto market, Solana's controversial ad, and whether or not memes are truly dead. They analyze onchain data, explore governance dynamics around SIMD-228, and debate whether TradFi firms like Robinhood are poised to dominate established players in DeFi. The duo also reflects on…

1
How Arbitrum is Pushing the Limits | Steven Goldfeder 1:02:54

1M ago1:02:54

1:02:54

In this episode of 0xResearch, Steven Goldfeder, co-founder and CEO of Offchain Labs, joins to discuss Arbitrum's latest developments. To kick things off, Steven breaks down Timeboost, a new transaction ordering policy aimed at balancing fairness and MEV value capture. We also dive into Ethereum’s interoperability challenges, governance dynamics, a…

1
What Does SIMD-228 Mean For Solana? | Analyst Round Table 59:24

2M ago59:24

59:24

In this episode, our Blockworks Research analysts dives into key market updates, including the U.S. Strategic Bitcoin Reserve announcement, and Bitcoin’s outlook going forward. They also explore Solana’s SIMD-228 proposal, and its implications for validators and staking rewards. Finally, they discuss the future of real-world assets onchain Thanks f…

1
Can Frontends Act as a Moat? | Josh Litchman & Tolks 1:05:56

2M ago1:05:56

1:05:56

In this episode, we’re joined by the one and only Josh Litchman to discuss the power of front-end moats, building effective feedback loops, and the evolving landscape of crypto gaming. The conversation dives into how opinionated front ends shape user behavior, why order flow is the ultimate asset, and how games like Pixels leverage behavioral econo…

1
Solana’s DEX War, Base’s Flashblocks, and RWAs | Analyst Round Table 1:07:11

2M ago1:07:11

1:07:11

In this episode, our Blockworks Research analysts dive into key market developments, including Trump’s recent comments on a potential U.S. crypto reserve and its market implications. They debate whether Bitcoin should be the sole asset in such a reserve, and analyze broader market sentiment. The discussion shifts to Solana’s DEX landscape, and the …

1
The Evolution of Alt Seasons | Tolks & zkMike 58:57

2M ago58:57

58:57

In this episode, we’re joined by Tolks and zkMike to discuss the U.S. Strategic Reserve, the maturation of crypto markets, and the thesis behind Grass. We also covered Bitcoin order flow, sentiment at ETHDenver, and utilizing the latest AI tools for research. Thanks for tuning in! As always, remember this podcast is for informational purposes only,…

1
Kaito’s Airdrop: Genius or Giveaway Gone Wrong? | Analyst Round Table 1:05:42

2M ago1:05:42

1:05:42

In this episode, our Blockworks Research analysts discuss the recent ByBit hack, Kaito’s airdrop, and the sustainability of airdrops. They also dive into the various token deployment methods, and DeFi UX today. Finally, they shout out the mad man trying to CTO Aptos. Thanks for tuning in! As always, remember this podcast is for informational purpos…

1
Solana’s Vibe Shift, Restaking, and Yapping About Kaito | Ian Unsworth 1:19:22

2M ago1:19:22

1:19:22

In this episode, we’re joined by Ian Unsworth, Co-founder of Kairos Research to discuss restaking, compressed yields, and SIMD-228. We also dive into Solana’s vibe shift, Solana REV post TRUMP and LIBRA, and Unichain’s slow start. Finally, we end the episode with some yapping about Kaito, new high performance networks, and what does a restaking guy…

1
Bitcoin’s Institutional Bid, Solana’s Memecoin Fallout, and HyperEVM | Analyst Round Table 1:03:10

2M ago1:03:10

1:03:10

In this episode, our Blockworks Research analysts discuss Bitcoin’s new institutional buyers, current market sentiment, and Solana REV. They also dive into the current state of memecoins, and what the next phase, if any, looks like. Finally, they cover institutional development taking place in crypto, and the breaking news of HyperEVMs launch, as w…

1
Ethereum’s Future, Berachain’s Q5 Launch, and App Revenue | Analyst Round Table 1:01:45

2M ago1:01:45

1:01:45

In this episode, our Blockworks Research analysts discuss the current state of the market, Super Cycle cope, and Ethereum’s future. They also dive into the idea of native rollups, and what it means to be aligned with Ethereum. Finally, they unpack Berachain’s launch; what went right, what went wrong, and what might happen going forward. Thanks for …

1
The Binance Listing Premium, Jito’s TipRouter, and VectorFun | Analyst Round Table 52:17

3M ago52:17

52:17

In this episode, our Blockworks Research analysts discuss Solana Post-TRUMP launch, Jito’s TipRouter, and the Binance Listing Premium. They also unpack the relationship between VectorFun and Tensor. Finally, they end the episode with coverage of social trading apps, and Berachain's imminent launch. Thanks for tuning in! As always, remember this pod…

1
Bringing IP Onchain With Story Protocol | Andrea & Jason 1:01:41

3M ago1:01:41

1:01:41

In this episode, Jason and Andrea from Story Protocol joined us to discuss onchain IP, validating IP, and the primary use cases for Story Protocol. We also dove into Story’s Agent TCP/IP and all that it entails. Finally, we ended the episode with discussion on exporting IP to other chains, centralized competitors, and where onchain IP is headed. Th…

1
Jupiter’s Dominance, SAB 121 Repealed, and XMoney | Analyst Round Table 1:06:48

3M ago1:06:48

1:06:48

In this episode, our Blockworks Research analysts discuss DeepSeek’s impact on the market, Trump’s executive orders and the repeal of SAB 121, and the recent XMoney announcement. They also unpack TRUMP’s impact on Solana. Finally, they close the episode with a deep dive into Jupiter’s recent flurry of announcements, and their continued dominance in…

1
Abstract’s Creator Flywheel | Luca Netz 43:19

3M ago43:19

43:19

In this episode, Luca Netz joins us to discuss the upcoming launch of Abstract Chain, their consumer-centric focus, and Abstract’s focus on UX. We also discuss the decision behind using Celestia for DA, Abstract’s Hub of Fun, valuing IP onchain, and avoiding brand dilution. Finally, we got Luca’s thoughts on where L2s and NFTs are headed. Thanks fo…

1
Union: Interoperability Accelerated | Karel 33:16

3M ago33:16

33:16

In this episode, we sat down with the CEO of Union, Karel, to discuss Union’s architecture, including CometBLS, and Galois. We also covered what makes Union unique, and how modularity in crypto will evolve going forward. Finally, Karel told us what to expect from Union in 2025. Thanks for tuning in! As always, remember this podcast is for informati…

1
Trump’s Meme, Solana’s Activity Boom, and Base’s Next Step | Analyst Round Table 1:22:20

3M ago1:22:20

1:22:20

In this episode, our Blockworks Research analysts discuss the launch of Trump’s memecoin, Solana’s boom in activity, and the SIMD 228 proposal. They also dive into the Base ecosystem, ETH blobs, and the Coinbase x Morpho partnership. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed b…

1
Making Ethereum Great Again | Lei & Namik 47:33

3M ago47:33

47:33

In this episode, we’re joined by Lei and Namik from MegaETH! We discuss what it means to be a “real-time blockchain”, MegaETH’s architecture, and the current state of L2s. Additionally, cover MegaMafia, and their fundraising efforts on Echo. Finally, we end the episode by asking - who’s your biggest competitor? Thanks for tuning in! As always, reme…

1
The State of Ethereum Today | Analyst Round Table 59:40

3M ago59:40

59:40

In this episode, our Blockworks Research analysts discuss the current state of Ethereum! They cover Ethereum’s REV, the OP Collective’s business model, and the L1 to L2 relationship going forward. Additionally, they dive into Ethereum DA, and the splintering of the Ethereum community. Finally, they discuss the impact ETF flows might have on ETH in …

1
Is Hyperliquid an L3? | Tolks, Max Fiege, and 0xOmnia 57:09

4M ago57:09

57:09

In this episode, we’re joined by Max from HyperActive, Omnia from Kinetiq, and Tolks to discuss all things Hyperliquid! We covered the early days of Hyperliquid, competition with Solana, and Hyperliquid’s growth thus far. Finally, we dove into whether or not Hyperliquid is an L3, and the bear cases for Hyperliquid going forward. Thanks for tuning i…

1
Bitcoin and Ethereum’s Market Dominance | Analyst Round Table 50:53

4M ago50:53

50:53

In this episode, we discuss recent market activity, Virtuals revenue, and the stickiness of PumpFun. Finally, we reset, and looked into activity on Bitcoin and Ethereum, and gave our outlooks for each asset in 2025. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the sh…

1
Looking Back on 2024 1:00:45

4M ago1:00:45

1:00:45

In this episode, we’re looking back on 2024! We cover our biggest mistakes, what we would have done differently, airdrop feedback loops, chasing beta, and more! Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- …

1
Network REV, the Sui MEV Scene, and AIs Evolution | Analyst Round Table 57:51

4M ago57:51

57:51

In this episode, our Blockworks Research analysts discuss current market sentiment, network REV, and the Sui MEV scene. Finally, they close out the episode with their thoughts on how the AI sector has evolved, and where it might be headed next. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views …

1
Key Predictions For 2025 | Analyst Round Table 54:54

4M ago54:54

54:54

In this episode, our Blockworks Research analysts discuss their theses heading into 2025! They cover AI Agents, Ethena and its impact on money markets, the supply of stablecoins, and the next generation of L1s. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show ar…

1
Pudgy Penguins, Scaling Solana, and the Hot Ball of Money | Analyst Round Table 1:02:14

4M ago1:02:14

1:02:14

In this episode, we discuss the launch of PENGU, Solana’s ability to continue accelerating, and the problems faced by PerpDEXs. We also unpack what is happening on Filecoin before closing the episode with thoughts on the notorious hot ball of money. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any v…

1
Hyperliquid’s Valuation, Crypto Markets Pullback, and the EVM Renaissance | Round Table 41:22

5M ago41:22

41:22

In this episode, our Blockworks Research analysts discuss the recent market pullback, and ETH’s performance so far this cycle. They also dove into Hyperliquid’s valuation, what Monad, Berachain, and MegaETH are building, and asked themselves - will there be an EVM Renaissance? Thanks for tuning in! As always, remember this podcast is for informatio…

1
Aftermath Finance: Building a CEX Onchain, Sui MEV, and Eggs | Kevin 48:12

5M ago48:12

48:12

In this episode, we’re joined by Kevin, the Co-founder and CTO of Aftermath Finance! We discussed their decision to build on Sui, capturing memecoin activity, liquid staking with afSUI, and MEV on Sui. They also covered the growth of Aftermath, and the surge in activity on Sui. Finally, Kevin gave his thoughts on what the next 12 months will have i…

1
The Golden Age of Crypto | Kez & Tolks 1:01:47

5M ago1:01:47

1:01:47

In this episode, Boccaccio is joined by Kez and Tolks to discuss the recent shift in the Solana trenches, the launch of Hyperliquid’s HYPE token, and the Hyperliquid ecosystem. Additionally, they covered Magic Eden’s upcoming token launch, and speculate on whether or not NFTs will make a comeback. Finally, they closed the episode with their thought…

1
Navigating the Markets with Matt and Roland 1:10:35

5M ago1:10:35

1:10:35

In this episode, we’re joined by Matt from Intuition, and Roland from Mechanism Capital! We discussed how things have changed from previous cycles, bankers stealing our coins, and the most interesting aspects of Crypto x AI. We also got Matt and Roland’s thoughts on avoiding noise in the market, and crypto’s next killer use case. Finally, we asked …

1
Solana REV, Pumpfun’s Decision, and Base’s Lead Among L2s | Analyst Round Table 48:38

5M ago48:38

48:38

In this episode, three Dans discuss crypto market cycles, Solana REV, and gambling as a use case. They also unpack the recent drama surrounding Pumpfun’s live streaming feature. Finally, they close out the episode by diving into the data behind Base’s activity. Thanks for tuning in! As always, remember this podcast is for informational purposes onl…

1
Talking Avalanche with Luigi 58:57

5M ago58:57

58:57

In this episode, we’re joined by Luigi D’Onorio Demeo, the COO of Ava Labs! We discussed how Avalanche compares to other hub style blockchains, the impacts of ACP-77 and ACP-125, and MEV on Avalanche. We also covered Ethereum’s rollup model, the Move L1 ecosystem, and the institutional adoption of crypto. Thanks for tuning in! As always, remember t…

1
Retail Activity, Oasis and AI Gaming, the AI Creator Takeover | Analyst Round Table 52:38

5M ago52:38

52:38

In this episode, we discuss the increased TradFi and retail presence in crypto, trading rules to live by, and the AI meme craze. Additionally, we unpack the AI Gaming sector. Finally, we asked ourselves - how should you approach the AI agent meta? Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any vie…

1
Hyperliquid, Crypto AI, Cycle Dynamics, and Optimal Exits | 0xSmac, Tervo & Tolks 1:19:23

6M ago1:19:23

1:19:23

In this episode, we’re joined by Tolks, Tervo, and Smac! We discussed maintaining prediction market momentum, Hyperliquid’s upcoming airdrop, and beta trades in crypto. We also speculated on the diversity of returns going forward, private market activity, and decentralized AI. Finally, Smac gave his views on DePIN, and optimal exit strategies. Than…

1
Better Regulation, Markets Up, and Web3 Gaming | Analyst Round Table 1:09:19

6M ago1:09:19

1:09:19

In this episode, our Blockworks Research analysts discuss the post election crypto boom, the impact improved regulatory frameworks will have on crypto, and what sectors of crypto stand to benefit the most from this new regulatory climate. They also dive into “Ethereum 3.0” and Unichain. Finally, they close out the episode with discussion on the liq…

1
Building Models For Coins, Fixing Arbitrum, and Intents | Brick & Tumilett 1:00:21

6M ago1:00:21

1:00:21

In this episode, we’re joined by Brick from Entropy Advisors, and Tumilett from the Spartan Group! We discussed the importance of fundamentals in crypto, memecoin and DePIN activity on Solana, crosschain intents, and wallet value capture. Finally, we dove into the Aribitrum ecosystem and its place in the L2 landscape. Thanks for tuning in! As alway…

1
Betting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable 1:11:39

6M ago1:11:39

1:11:39

In this episode, we’re joined by the host of Forward Guidance, Felix Jauvin! We discussed recently released election polls and data, and how the markets might react post election. Additionally, we asked ourselves - are alts cooked if Harris wins? Does the election even matter for crypto cycles? Finally, we closed the episode with a conversation on …

1
Does Gwart Hate Ethereum? 1:22:10

6M ago1:22:10

1:22:10

In this episode, Gwart joined us to discuss the crypto and AI crossover, his thoughts on the current direction of Ethereum, and ETH’s monetary premium. We also asked can ETH become the global reserve currency? What happens when the cost of mining Bitcoin exceeds the block rewards? Finally, we closed out the episode by unpacking the implications of …

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Dan Smith | Blockworks Podcasts

Podcasts Worth a Listen