Crypto’s regulatory window is closing, but is the market already finding its floor?
This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and surprise upside trades against broader signs that crypto may be approaching its cyclical low.
They also unpack SEC scrutiny of DeFi vaults, Aave versus Morpho, Bitcoin’s multi-year bottom signal, and why Fake World Assets could revive onchain experimentation. Enjoy!
TIMESTAMPS:
00:00 Intro
02:46 Can The CLARITY Act Pass?
06:31 Trading A CLARITY Upside Surprise
16:08 Are DeFi Vaults Securities?
21:04 Aave Versus Morpho
26:31 Has Bitcoin Found Its Bottom?
39:49 Inside Fake World Assets
54:29 The Onchain Revival
FOLLOW THE SHOW
› 0xResearch – https://x.com/0xResearch
› Luke – https://x.com/0xMether
› Marc – https://x.com/marcarjoon
› Ryan – https://x.com/AvgJoesCrypto
› Telegram – https://t.me/+UFFz4z3qyrhhMDYx
› Blockworks – https://x.com/Blockworks
Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
EVENTS
› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th
https://blockworks.com/events
DISCLAIMER
Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
