What’s Actually Working Onchain? | Ali & Cedo

What’s Actually Working Onchain? | Ali & Cedo

0xResearch · 2025-06-16

In this episode, we’re joined by Ali from Valantis Labs, and Cedo from Initia, to discuss Initia appchains, the revenue and ICM metas, and under-collateralized lending in crypto. We also dive into CLOBs vs AMMs, Hyperliquid’s spot ecosystem, and what new things there are to do onchain. 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.

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Resources



Contro - Launching our L2 with Initia: https://contro.tech/blog/2025-04-16-initia/

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Tickets: https://blockworks.co/event/permissionless-iv

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Follow Exit Liquidity: https://x.com/exliquidity

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Timestamps:

(0:00) Introduction

(5:10) Phased Rollouts & Initia Appchains

(10:53) Aptos Ad

(11:15) The Revenue Meta is Not a Meta

(14:34) Under-Collateralized Lending in Crypto

(23:57) Aptos Ad

(24:30) CLOBs vs AMMs

(33:27) Hyperliquid's Spot Ecosystem

(43:39) The ICM Meta

(53:32) Closing Comments

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

0xResearch

0xResearch is the show for those who want to step up their game and think like a crypto analyst. We bring on crypto's best to uncover the latest research, explore protocol developments and identify new narratives. We are full-time crypto analysts who read white papers, governance forums and research pieces for fun (normal, right?). Join us as we combine crypto's top talent with our countless hours of research to create the best content in the space.

Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

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