Pump’s Bull Case, Fomo’s Social Moat & Crypto’s Consumer Layer

Is the next onchain bull market already taking shape? This week, we unpack Pump’s resurgence and Fomo’s explosive growth as social trading brings users back onchain. We debate Pump’s buybacks and token value, Fomo’s social moat, where crypto infrastructure captures value, and whether trading can become social media. Enjoy! TIMESTAMPS: 00:00 Intro00:46 Pump’s Bull Case08:24 Are Pump’s Revenues Real?13:33 Pump’s Buyback Debate23:58 The Best Pump Pair Trade31:19 Fomo’s Breakout Growth39:12 Fomo’s Social Trading Vision44:17 When Social Trading Becomes Gambling50:03 Get Your DAS Tickets! FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Carlos – https://x.com/0xcarlosg › Shaunda – https://x.com/shaundadevens › 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. mayhold positions in the companies, funds, or projects discussed.