Blockworks Research

This is the official list of Blockworks Research analyst accounts. Anyone DMing you claiming they are from @blockworksres that is not on this list is a scammer. twitter.com/i/lists/175424…

We flagged @jito_sol's infrastructure developments as a key roadmap item for @Solana in our Solana Block Building research piece earlier this year. Plugins were a key part of that roadmap, and the Maker Priority Plugin is the first to launch, enabling better application execution quality that strengthens market structure and attracts higher-value services onto Solana.

By the end of Q1, execution quality for Trade[XYZ]’s RWA perps had converged toward Hyperliquid’s native crypto markets, while active markets more than doubled from 22 to 45. Hyperliquid, Trade[XYZ]

Which teams are currently building on HIP-4? @blockworksres is putting together a comprehensive overview, and we want to make sure we cover all possible bases.

5/5 For the full unlocked report on the evolution of tokenized assets, check out: app.blockworksresearch.com/research/from-…

4/5 The Securitize ecosystem runs deep. BUIDL is already accepted as collateral on Binance and Deribit, while its other tokenized products trade on major venues. Along with being an issuer, it's becoming the connective tissue between traditional asset managers and onchain finance.

1/5 Tokenized equities have grown ~30x in roughly 18 months, from ~$30M in late 2024 to ~$1B today. Against a $120T+ global equity market, it's less than 0.01% penetration. The opportunity ahead is enormous.

10/ You can read the full report by @0xcarlosg and @_dshap here: app.blockworksresearch.com/research/the-n…

9/ The open question is what the real moat becomes from here. Licenses and prettier UX are increasingly commoditizing. The deeper moat may come from proprietary behavioral data, credit underwriting, infrastructure control, and eventually the ability to support agent-driven finance safely.

1/ Neobanking is no longer a product category defined by checking accounts and debit cards. It is becoming a battle for the user’s primary financial relationship, and stablecoin-first platforms are the newest challenger. Unlocked by @KASTxyz