The Evolution of Alt Seasons | Tolks & zkMike

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, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources Udi’s Take on the SBR: https://x.com/udiWertheimer/status/1896349477650530344 Grass Episode: https://youtu.be/W7YJ8e2yZ58?feature=shared -- Special thanks to our sponsor, dYdX! Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX -- Join us at DAS NYC 2025! Use code 0x10 for a 10% discount: https://blockworks.co/event/digital-asset-summit-2025-new-york -- 0xResearch needs your help! We’re conducting an audience survey to help us get a better picture of who our listeners are, and what you want to see from the show. What do you like about the show? What can we improve on? To contribute, follow this link: https://blockworks-research.beehiiv.com/forms/a97db4d7-5ff3-4a02-9089-d521bc64babd -- Follow zkMike: https://x.com/_zkmike Follow Tolks: https://x.com/_tolks Follow Boccaccio: https://x.com/salveboccaccio Follow Blockworks Research: https://x.com/blockworksres 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 -- Timestamps: (0:00) Introduction (3:29) Market Thoughts & the Strategic Reserve (14:11) Crypto is Maturing (27:07) dYdX Snippet (29:52) Building Research Processes With AI (38:56) The Grass Thesis (53:50) ETHDenver Sentiment -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- 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.