
Ryan | Blockworks Research 🇺🇸
@_ryanrconnor
Head of Research @blockworksres/ @blockworks_ The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor. http://time.fun/ryanconnor
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“When you decrease the cost of entry for getting knowledge work done, you dramatically increase the use cases for that work.” The proliferation of AI agents will drive *more* employment, not less
Everyone knows Moore’s law, the idea that CPU performance doubles roughly every two years. This has enabled essentially every innovation we’ve had with computers since the 60’s and 70’s. But remarkably, driven by GPU performance and AI model breakthroughs, we’ve seen a very…
We're hiring across backend, data and frontend to join our team of world class engineers @Blockworks_ apply here if you think you are a good fit jobs.ashbyhq.com/Blockworks
Aave net interest income - so much crypto/defi history packed into a single chart

1/ Very excited to introduce Aave as the latest addition to our growing lending sector coverage at Blockworks! The dashboard dives into Aave's Financials, Lending Markets, Interest Rates, Borrowers, Lenders, AAVE, GHO, and Governance. Be sure to check it out on BW Analytics!
Announcing the latest addition to Blockworks lending data coverage, Aave! Built by @JackMandin, this dashboard covers Aave's Financials, Lending Markets, Interest Rates, Borrowers, Lenders, and more. Available for free on Blockworks Analytics for the next week.

It's not 1996 or 1999 It's 2025. Crypto & AI secular tailwinds at your back,. Don't f*** it up.
Nonzero chance it’s a flying Roadster
MetaDAO, ICOs, SOL ETFs, AND MORE x.com/i/broadcasts/1…
DoubleZero Mainnet-Beta Launch with Austin Federa x.com/i/broadcasts/1…
. @0xcarlosg said META was a 150% return in his *bear case* Token rerates +150% in the following days/weeks We don’t make calls like that often, so when we do, we mean it @blockworksres

📂 DATS ↳ 📂 what they are? ↳ 📂 why they're relevant? ↳ 📂 winners + lossers ↳ 📂 predictions ↳ 📂 what this means for foundations? cc: @CarlKVogel [@6thManVentures] + @_ryanrconnor and @smyyguy [@Blockworks_ ]
Can someone explain why didn’t this launch on Ethereum first?
💰 Introducing CASH Designed by Phantom using Open Issuance by @stablecoin & @stripe, and launching first on Solana. CASH is a neutral, open-loop stablecoin backed 1:1 by USD — built for both crypto and real-world utility.

0xResearch returns to its analyst roots Investment research, market commentary, and unfiltered data-driven takes in your inbox Direct ALPHA from the research team, subscribe here: blockworks-research.beehiiv.com/p/will-perpetu…

Carlos @0xcarlosg nails it again🎯

1/ @MetaDAOProject's value prop is simple: self-enforced tokenholder rights. The current ICO landscape navigates a tradeoff between high adverse selection (bad founders) & capital formation maturity (high valuations). Breaking down why MetaDAO could realize the ICM vision:


Officially our biggest quarter ever at Blockworks. Some highlights: 1) Blew past even our most optimistic ARR goals 2) Advertising revenue hit ATH as we focused on longer, multi-quarter and (sometimes multi-year) campaigns 3) Average quarterly deal size more than 2x previous…




Blockworks Research @blockworksres is hiring There are two ways to get on the team: - Change our mind on something important - Present a killer & *contrarian* investment thesis that makes us think Anything less won't cut it
The demand for Google Search is finite, But the demand for tokens is infinite
Love crypto + data infra? Come build pipelines that power the best research at @Blockworks_ with a cracked team by your side Apply at the link below 🫡

If you look at the share of supply held by DATs, ETH just flipped BTC

"Looking forward, we believe that DEX dominance will increasingly bifurcate based on asset maturity." Now, prop AMMs account for over 50% of Solana DEX volume

For the first time ever, Prop AMMs will surpass Traditional AMMs in monthly Solana DEX volumes. Oct 2024: SolFi and Obric launched. All Prop AMMs combined accounted for just 7% of Solana DEX volumes. Sep 2025: @humidifi_ alone accounts for 28% of total Solana DEX volumes.

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