Empire features interviews with top crypto founders to get the real stories that aren’t shared elsewhere. Empire is your look behind the curtain of the crypto industry.
We release two episodes per week: guest interviews on Monday and a weekly roundup on Friday.
Ethena: Crypto's Next Bank Run or a Tokenized Hedge Fund? | Roundup
In this week's roundup Jason and Santi are joined by Blockworks research analyst Matt Fiebach to unpack USDe, crypto's latest high yield synthetic dollar. They dig into Ethena lab's latest token aiming to offer high yields from basis trading strategies. The conversation then delves into the implications of Gauntlet's departure from Aave, highlighting the challenges of DAO governance and the dynamics of service providers. The discussion closes out on the return of NFTs and if apps will outperforn base layer tokens in bullish ecosystems. Stay tuned for all this and more!
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Follow Matt: https://twitter.com/MattFiebach
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire6-2229
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) Introduction
(05:52) Ethena USDe Product Controversy
(16:54) Biggest Risk of USDe
(26:19) USDe Usecase
(29:02) Seeking High Yields
(35:26) Gauntlet Leaves Aave
(48:58) Wormhole Ad
(50:24) Paypal Ad
(51:22) What are you bullish on?
(57:33) Are NFTs Investments?
(01:05:57) Infrastructure vs App Tokens
(01:10:57) Yuga Labs Acquires Moonbirds
(01:14:31) Crypto Companies Understanding Users
(01:21:46) Dopamine Economy
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/23/2024 • 1 hour, 26 minutes, 32 seconds
Bitcoin Mining in 2024 | Fred Thiel, CEO at Marathon
On today's episode Jason is joined by Fred Thiel, Chairman and CEO at Marathon Digital Holdings. Together they explore the world of Bitcoin mining, They dig into the current state of Bitcoin mining, including the competitive landscape, access to capital and equipment, and energy costs. They discuss how miners provide grid stabilization services to utilities by controlling electricity demand and the dynamics around Bitcoin's 4-year cycles, and how the industry will likely consolidate given tightening profit margins. Hear all of this and much more!
- -
Follow Fred: https://twitter.com/fgthiel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) State of Bitcoin Mining
(16:00) The Business of Mining
(25:24) Geopolitical and Macro Risks on Power Rates
(27:42) Importance of Self Power Generation
(33:18) Arbitrum Ad
(34:05) Harpie Ad
(35:20) How do you Navigate the Complexities of Utilities
(41:19) Corporations Acquiring Bitcoin
(47:38) State of Bitcoin Hashrate
(51:49) Prevalance of Leverage in Mining
(59:02) Growth of Bitcoin Mining
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/20/2024 • 1 hour, 13 minutes, 49 seconds
Policy Series: How to Combat Illicit Finance Without Killing DeFi | Rebecca Rettig & Miller Whitehouse-Levine
In today's episode, Santi is joined by Rebecca Rettig and Miller Whitehouse to update us on the latest policy concerns impacting crypto. They cover the origins of the DeFi Education Fund and the realities of educating regulators on the novelty of DeFi. They then shift gears and discuss onchain illicit activity that exists, how to find a compromise between permissionless systems and state control, the role stablecoins like USDC play, and reactions to the SEC’s proposed dealer rule that threatens DeFi participation. Rebecca breaks down her recently published paper “Genuine DeFi as Critical Infrastructure” offering a conceptual framework for regulation that leverages DeFi’s transparency while allowing permissionless systems to thrive. Stay tuned for all of this and much more!
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Follow Rebecca: https://twitter.com/RebeccaRettig1
Follow Miller: https://twitter.com/millercwl
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Chainalysis.
Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases.
For more information, visit www.Chainalysis.com/empire
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Timestamps
(0:00) Origin of DeFi Education Fund
(6:10) DeFi Regulatory Framework Paper
(12:35) Educating Regulators
(17:45) Onchain Illicit Activity
(28:59) Chainalysis Ad
(30:04) Compromise for States
(41:52) How Important is US Policy
(51:17) Role of Coinbase & Circle
(1:00:42) SEC Proposed Rule
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Resources
Paper
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4607332
DeFi Education Fund
https://www.defieducationfund.org/
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/17/2024 • 1 hour, 19 minutes, 28 seconds
Revisiting ICO's and Unpacking Why Restaking isn't Leverage | Roundup
In this week's roundup Jason and Santi discuss the recent bitcoin price surge, the importance of bitcoin ETF inflows compared to gold, and whether we are entering the next phase of a bull market. They also discuss the Starkware airdrop controversy, dive into how crypto fundraising works today compared to the ICO era, debate whether if they should make a return. Shifting gears they discuss whether if restaking constitutes leverage and Santi shares his thoughts on Farcaster after a week of casting. Stay tuned for all of this and much more!
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire5-3349
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(0:00) Top News this Week
(4:10) Market Thoughts
(10:00) Importance of ETF Inflows
(21:12) Starkware Airdrop Controversy
(27:06) The ICO Era & Current Venture
(42:25) Wormhole Ad
(43:51) Paypal ad
(44:50) Is Restaking Leverage?
(55:00) Thoughts on Farcaster
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/16/2024 • 1 hour, 16 minutes, 4 seconds
We're Back! Why We Are Bullish | 1000x
Follow 1000x On Spotify: https://spoti.fi/3I1ZVr5
Follow 1000x On Apple Podcasts: https://apple.co/42DgP8Z
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
We're back! On today's episode of 1000x, Jonah and Avi discuss recent market price action as Bitcoin rips above $50,000 & ETF flows continue.
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
Bitcoin ETF Flow: https://farside.co.uk/?p=997
--
Timestamps:
(0:00) Introduction
(1:30) Why We Are Bullish
(9:07) Don't Fight The Flows
(14:16) Trading Bitcoin's $50,000 Breakout
(24:37) Crypto Is Underowned
(33:31) The Bull Case In 2024
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
2/15/2024 • 44 minutes, 46 seconds
Can a KYC'ed L2 Chain Unlock the Next Wave of Crypto Adoption? | Ramon Recuero, Kinto Co-Founder
On today's episode Jason and Santi are joined by Ramon, co-founder and CEO of Memori Labs. The trio dive into Kinto - a secure layer 2 built on Arbitrum Nitro that provides KYC at the chain level to enable institutions and users to access DeFi more safely. They discuss the pain points that led Ramon to build Kinto, the importance of compliance and security for mainstream adoption, how Kinto manages user data privacy, and Ramon's vision for how KYC may evolve in a Web3 future. Stay tuned to dig into all of this and much more!
- -
Follow Ramon: https://twitter.com/ramonrecuero
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) Kinto Overview
(15:00) KYC Requirements & Security
(19:13) The Ideal Kinto Customer
(26:02) Regulatory Pressure Protection
(28:10) Arbitrum Ad
(28:58) Harpie Ad
(30:12) Kinto Product Today
(36:48) Costs & Value of KYC
(43:41) RWA Products
(48:40) Kinto Adoption
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/13/2024 • 52 minutes, 21 seconds
The Convo: Unpacking the Solana Outage, Crypto & AI, and Blast Vision
In today's episode of the convo, Ryan, Tommy, and Santi debate the biggest topics and narratives across crypto. They dig into the the recent Solana outage, Ethereum's scalability roadmap, the intersection of AI and crypto, and their defining crypto theses for 2024. They unpack the implications of the Solana outage and whether it impacts institutional adoption. Transitioning topics, they debate Ethereum's scalability roadmap, including rollups, modular architectures, and Ethereum's ability to maintain composability long-term. To close out the trio explore the intersection of AI and Crypto, analyzing whether crypto can successfully compete with big tech for AI development or risk being too decentralized to keep pace. Stay tuned for all of this and much more!
- -
Follow Tommy: https://twitter.com/Shaughnessy119
Follow Ryan: https://twitter.com/kukulabanze
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(0:00) The Solana Outage
(15:40) Value flows of Ethereum & DA Layers
(26:56) DAS London Ad
(27:52) Ethereum Scalability Roadmap
(37:31) Intersection of AI and Crypto
(58:33) Sustainability of Token Incentives
(1:11:14) Santi's Blast Thesis
(1:21:29) 2024 Thesis
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/9/2024 • 1 hour, 30 minutes, 12 seconds
Are Farcaster and Airdrops Worth the Hype? | Roundup
In this week's roundup Jason and Santi discuss Farcaster's recent surge in adoption, analyzing features like channels and programmable posts, and how it could transform distribution and customer acquisition. The conversation then turns to a deep dive into airdrops questioning the efficiency and high costs of current models while discussing Dymension's recent airdrop struggles. Stick around for all of this and much more!
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire4-6823
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) Frostbite & Santi's Status
(04:33) Thoughts on Farcaster & Decentralized Social
(25:40) Wormhole Ad
(27:06) Paypal Ad
(28:04) Dymension Airdrop & Overview
(39:05) NFT Communities & Rewarding Holders
(44:36) Debating Airdrops
(50:26) Staking & ETF Synergy
(56:35) Mass Adoption Cycle?
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/9/2024 • 1 hour, 2 minutes, 27 seconds
The Rise of Frames, Farcaster, and Headless Marketplaces | Jesse Walden & Antonio Martínez
In today's episode we dive into the emergence of decentralized social networks and how they enable new forms of distribution and business models. Farcaster, a decentralized social network built on Ethereum, has seen 400% increase in daily active users. This episode's discussion unpacks the concept of headless marketplaces, powered by global onchain identity and money, and how they bring markets to users wherever they already are. We explore the the permissionless composability unlocked by onchain protocols and how frames allow embedded experiences inside applications, enabling seamless transactions and viral growth. Stick around for all of this and much more!
-
Follow Jesse: https://twitter.com/jessewldn
Follow Antonio: https://twitter.com/antoniogm
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(01:51) Headless Marketplaces
(13:50) Embedded Experiences in Applications
(18:58) Permissionless Composability of App Experiences
(28:26) Frames & Farcaster Overview
(37:05) Arbitrum Ad
(37:52) Harpie Ad
(39:07) Company Adoption
(52:52) Importance of Brand
(58:55) Ownership Economy Thesis
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/6/2024 • 1 hour, 6 minutes, 12 seconds
Chain Abstraction is NEAR | Illia Polosukhin, Co-Founder
On today's episode we dive into Near Protocol with Co-founder and Near Foundation CEO Illia Polosukhin. Illia details key innovations, like account aggregation, sharding, and chain abstraction, that are aimed at bringing blockchain to a mass consumer base. We also discuss Near's strategic partnerships, challenges in onboarding Web 2.0 companies, and their impressive vision of a decade with over a hundred million monthly users. We then shift focus to AI as we explore user-owned AI, software generation replacing traditional SaaS companies, and the intriguing concept of an 'AI president' in forward-thinking governance. Stay tuned for all of this and much more!
- -
Follow Illia: https://twitter.com/ilblackdragon
Follow Spencer: https://twitter.com/0xpibblez
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire3-6877
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(01:58) Illia's Return to CEO & NEAR's Recap
(05:55) Focus on Chain Abstraction
(09:41) Evolution of NEAR Sharding
(18:57) Account Aggregation Thesis
(30:11) Modular vs Monolothic Approach
(35:04) DA Landscape
(39:41) Record Consumer Usage
(43:06) Wormhole Ad
(44:32) Paypal Ad
(45:31) Owning Your Data & AI Usecase
(49:43) Onboarding Web2 Companies
(51:58) The Account Aggregation Flow
(57:51) NEAR BD Strategy
(01:04:45) Why does AI matter?
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/2/2024 • 1 hour, 20 minutes, 5 seconds
Debating non-EVM Chains | Haseeb (Dragonfly) vs. Avichal (Electric)
On today's episode of Empire Haseeb and Avichal return to Empire to discuss crypto in 2024. They debate whether we're entering a bull market and analyze key indicators like retail engagement, institutional flows, and blockchain development activity. The majority of the conversation focuses on a debate of the EVM versus alternative chains like Solana, Monad, or other virtual machines. They also touch on the sustainability of meme coins, and whether major consumer apps will emerge this cycle. They close out by discussing crypto's scalability trilemma, the prospect of regional fragmentation, and whether financialization detracts from user experience in areas like gaming. Stay tuned for all of this and much more!
- -
Follow Haseeb: https://twitter.com/hosseeb
Follow Avichal: https://twitter.com/avichal
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(01:48) Where are we in the cycle
(07:28) Allocation Decisions and Mindset
(11:30) Sentiment Outstripping Fundamentals
(20:23) Developer Report & Performant Chains Exposure
(29:49) Market Structure of Virtual Machine Adoption
(42:21) EVM Landscape Prediction
(56:26) Arbitrum Ad
(57:13) Harpie Ad
(58:28) Can Solana Overtake Ethereum?
(01:09:00) The Big Consumer App
(01:25:28) Speculation vs Social Experiences
(01:31:15) Meme Coin Perspective
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/30/2024 • 1 hour, 46 minutes, 53 seconds
How Parallelized State Execution Unlocks Transactional Throughput at Scale | Logan Jastremski
In today's episode Jason and Santi are joined by Logan Jastremski, Co-founder and Managing Partner of Frictionless Capital. He shares his thesis on why high-throughput blockchains are essential for crypto to reach mainstream adoption. We dive deep into the technical limitations of existing chains, and how innovations like parallelization and higher bandwidth unlock entirely new applications and business models not possible before. Stay tuned for a deep dive into deterministic and optimistic parallelization, performant validator nodes, and much more!
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire2-9988
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Follow Logan: https://twitter.com/loganjastremski
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(01:35) The Logan Jastremski Thesis
(08:47) Parallelization Adoption & Usecases
(15:53) Blockchains at Scale
(30:24) Limitations of Data Propagation
(37:38) Edge Cases of Performant Blockchain Thesis
(42:26) Wormole Ad
(43:52) Paypal Ad
(44:51) Frictionless Portfolio Decisions
(48:36) Solana Criticisms
(59:07) Biggest Problem Solana Faces Today
(01:04:10) Applications Unlocked by High Performance
(01:13:36) Investing in Private Teams vs L1 Tokens
(01:16:55) Thesis Invalidation
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/26/2024 • 1 hour, 27 minutes, 43 seconds
Debating the DePIN Flywheel: Token Incentives, Business Models, and Mainstream Adoption | Kyle Samani & Dmitriy Berenzon
In today's episode Jason is joined by Kyle Samani of Multicoin Capital and Dmitriy Berenzon of Archetype for an in-depth debate on the emerging decentralized physical infrastructure industry. They analyze the complex economic flywheel effects that drive growth, including how token incentives align infrastructure providers and fuel liquidity and value. The discussion covers considerations around hardware needs, revenue models, and mainstream adoption challenges. They also assess the differences between B2B and B2C models, approaches to token issuance, and evaluating timing for mainstream adoption. We hope you enjoy!
- -
Follow Kyle: https://twitter.com/KyleSamani
Follow Dimitriy: https://twitter.com/dberenzon
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
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Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(01:24) What is DePIN?
(09:33) Barriers to DePIN
(21:40) DePIN Flywheel
(24:22) B2C vs B2B DePIN Designs
(33:41) Arbitrum Ad
(34:28) Harpie Ad
(35:43) CapEx & OpEx Costs
(45:00) Filecoin Thesis
(49:28) Best Token Issuance Models for DePIN
(55:56) Open Sourcing Hardware
(57:48) Active vs Passive DePIN
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/23/2024 • 1 hour, 5 minutes, 44 seconds
How the ETF Impacts Bitcoin's Price | Matt Hougan & Eric Balchunas
In today's episode Jason is joined by ETF celebrities Eric Balchunas, a senior ETF analyst at Bloomberg, and Matt Hougan, Chief Investment Officer for Bitwise Asset Management. They start off by discussing the criticisms around underwhelming trading volumes and put the declines in GBTC into context. Discussion then leads to an inside scoop on how authorized participants source liquidity for the ETF and the real costs involved in running these funds. They also dive into how advisors are rethinking portfolio construction given crypto’s changing risk profile and the potential impacts on Bitcoin price. To close out they discuss the potential timing of an Ethereum ETF approval. Enjoy!
- -
Wormhole is a decentralized interoperability platform powering multi-chain applications and bridges. It provides developers with access to liquidity and users on over 30 leading blockchain networks, enabling use cases in DeFi, data queries, and governance. The platform is trusted by teams like Uniswap and Circle and, to date, the platform has facilitated the transfer of over 35 billion dollars through over 850 million cross-chain messages.
Claim your unique Wormhole NFT at
https://wormhole.com/empire1/
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Follow Matt: https://twitter.com/Matt_Hougan
Follow Eric: https://twitter.com/EricBalchunas
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(01:46) The ETF Guys & Free Milkshakes
(04:05) BTC ETF Underwhelming?
(12:13) The ETF Launch Process
(18:49) Costs of an ETF Service
(22:10) What does Buying an ETF Mean?
(30:31) Wormhole Ad
(31:57) Paypal Ad
(32:55) Impact of ETF Flows on Bitcoin Price
(36:56) Role of Bitcoin in Portfolios
(47:15) Eth ETF Predictions
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/19/2024 • 55 minutes, 32 seconds
The Bitcoin ETF: What Everyone Missed | Michael Sonnenshein, Grayscale CEO
In today's episode Jason is joined by Michael Sonnenshein, CEO of Grayscale Investments, to discuss the long-awaited approval of a Bitcoin spot ETF and its implications. They analyze the behind-the-scenes challenges for approval and the ensuing fee war between ETF issuers. They dig into Grayscales place in the spot ETF market and competitive angle. They also discuss trading volume and flows, the potential pathway for an Ethereum ETF, and the broader significance of crypto assets becoming embedded in mainstream finance. Hear all of this and much more!
- -
Follow Michael: https://twitter.com/Sonnenshein
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
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Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
01:43 Behind the Scenes of ETF Victory
06:06 The Fee Battles
11:07 Implications of the ETF
15:59 Arbitrum Ad
16:44 Harpie Ad
18:00 Outflows & Trading Volume
24:02 Grayscale Roadmap
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/16/2024 • 28 minutes, 42 seconds
Unpacking the Bitcoin ETF and What's Next | Roundup
In today's episode of Empire Santi and Jason are joined by Blockworks Senior Reporters Casey Wagner and Ben Strack to analyze the historic first approvals of Bitcoin spot ETFs. They discuss the early winners among top asset managers, with BlackRock, Fidelity, and Grayscale seeing significant early trading volumes. We also unpack the unfolding fee war between issuers as they slash prices to as low as 0.15% to stay competitive. We also dive into Coinbase's role as custodian for 9 of the 11 approved ETFs and discuss why their stock price surprisingly dropped. Stay tuned for all of this and much more!
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Casey: https://twitter.com/caseywagnerr
Follow Ben: https://twitter.com/strack_ben
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Send your crypto to your PayPal account, swap it for PYUSD, and use it to checkout at millions of stores.
Pay how you want by getting started at:
https://blckwrks.co/PYUSD
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Resources
Bitwise Survey
https://s3.amazonaws.com/static.bitwiseinvestments.com/Research/The-Bitwise-VettaFi-2023-Benchmark-Survey.pdf
- -
Timestamps:
(01:24) ETF Approval History
(10:04) The Fee Battles & ETF Customers
(15:10) Grayscale Pivoting GBTC
(19:18) Flow and AUM Predictions
(24:09) DAS 2024
(25:24) PayPal Ad
(26:22) ETH ETF Outlook
(29:08) Coinbase Stock Pullback
(31:24) SEC Prosecution Impact
(36:59) Circle IPO
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/12/2024 • 42 minutes
Winning In 2024 With CMS Holdings
Follow 1000x On Spotify: https://spoti.fi/3tFGmBv
Follow 1000x On Apple Podcasts: https://apple.co/48JRV9i
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
We're back with the first episode of 2024!
This week, Dan Matuszewski of CMS Holdings joins the show for a discussion on trading crypto's next bull market. We deep dive into CMS's trading strategy, surviving previous bear markets, narrative trading in crypto & what to expect in 2024 post Bitcoin ETF approval.
--
Follow CMS: https://twitter.com/cmsholdings
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:44) Trading Crypto Cycles
(09:48) CMS's Trading Strategy
(11:12) Surviving The 2022 Bear Market
(20:09) The BTC/Alt Rotation
(24:54) Trading The 2024 Cycle
(28:44) GBTC
(31:40) Narratives In Crypto
(39:05) Getting Rugged
(41:56) Crypto's 2017 Mania
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
1/11/2024 • 48 minutes, 57 seconds
Solana 2024: Fee Markets, SVM Economics, and Saga Phone | Anatoly Yakovenko & Ben Sparango
In today's episode Jason and Santi are joined by Solana Labs founder and CEO Anatoly Yakovenko and Ben Sparango, the Head of Strategic Business Development. The duo has returned to discuss Solana's progress beyond the FTX fallout. They dive into Solana's priorities around scaling, fees, and alignment incentives between builders and validators. Anatoly elaborates on the network effects of open-sourcing core technology like the SVM, while Ben highlights mobile adoption and NFTs as driving new crypto demand. They debate the trajectory for permissionless finance to run mainstream markets on Solana, and whether the Saga phone can make a dent in Apple and Google's distribution monopolies. We hope you enjoy!
- -
Follow Anatoly: https://twitter.com/aeyakovenko
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
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Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all.
Get started at:
portal.arbitrum.io
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit.
Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(02:00) The Solana Recovery Post SBF
(10:30) Priorities for Solana Development
(22:14) The Next Gen L1 Case for Builders
(24:56) Economics of the SVM
(34:17) State of Solana Fee Market
(48:18) Inflation & Staking Dynamics
(51:17) DAS 2024
(52:32) Arbitrum Ad
(53:18) Harpie Ad
(54:32) Open Source & Security Approach
(01:02:02) Governance & Alignment
(01:12:25) The Value of Permisionless Systems
(01:19:04) Saga Mobile Strategy & Potential
(01:25:14) Remaining Moonshot Ideas
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/9/2024 • 1 hour, 33 minutes, 32 seconds
Managing Leverage in Crypto, Risk of Restaking, and ETF Updates | Roundup
In today's episode of Empire Santi and Jason dive into recent crypto market volatility triggered by an analyst report forecasting SEC rejection of a spot Bitcoin ETF. They discuss the risks of overleveraging during bull runs, debate the usefulness of "economic security," and managing greed in seek of high yields. The conversation then turns to an in-depth analysis of the emerging trend of "restaking" protocols and discuss concerns about adding fragility and centralization risks. To close out they discuss the pending SEC decisions around several Bitcoin ETF filings . Thanks for tuning in!
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Resources
Andrew Kang Post
https://x.com/Rewkang/status/1742011188609712263
Marginal Revolution: Automatic Tax Filing?
https://marginalrevolution.com/marginalrevolution/2022/05/automatic-tax-filing.html
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Timestamps
(00:00) Buying Nike Sneakers & Meeting Fashion
(02:51) The Market Nuke
(10:51) Using Leverage vs Holding Spot
(27:32) ETF Updates
(34:07) Crypto Tax Reporting Obligations
(42:12) Restaking: A Risk?
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/5/2024 • 1 hour, 3 minutes, 34 seconds
Our 2024 Predictions
In today's episode of Empire Santi and Jason reveal their 2024 crypto predictions across Bitcoin, Ethereum, Solana, DeFi, NFTs, gaming, and more. They debate whether Solana can flip Ethereum, if restaking products and NFTs will explode, if Coinbase becomes a bank, and if prediction markets finally go mainstream. They also discuss macro trends, regulatory risks, social fi, and end with price targets. Don't miss their unfiltered predictions for 2024.
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Harpie is the most advanced on-chain security solution for monitoring and protecting your crypto wallet from theft in real time. Harpie detects, blocks, and recovers compromised assets from malicious transactions before they execute, and is the only security tool to also protect users from off-chain signature attacks like the recent Ledger Connect Kit exploit. Secure your wallet for free at harpie.io.
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Resources
https://www.helius.dev/blog/what-is-firedancer
- -
Timestamps:
(00:00) Introduction
(01:20) 2024: The Risk On Year
(03:39) Solana Closes in on MC of Eth
(10:00) Growth of NFTs
(13:13) Unicorns made in Solana
(15:55) Bitcoin Wakes Up
(18:58) A Restaking Bug & Hottest Narrative
(22:19) AI Peak Mania
(25:19) Does OG DeFi Comeback?
(33:00) DAS 2024
(34:17) Harpie Ad
(35:32) L2 Predictions
(40:32) Coinbase Becomes a Bank
(48:13) Biggest Catalyst in Crypto
(57:49) NFA Price Predictions
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/2/2024 • 1 hour, 8 minutes, 34 seconds
AI and Crypto: Countering Centralization | Casey Caruso & Daniel Shorr
In this episode, host Santi dives into AI and it's intersection with Crypto. Joined by Casey and Daniel, they investigate AI's key innovations, centralizing tendency, and the importance of zero-knowledge proofs in merging AI and crypto. They address the potential challenges and opportunities presented by decentralized networks and GPUs. The chat extends to AI regulation, non-deterministic AI's issues in production, and AI model insurance. Stay tuned for all of this and much more!
- -
Follow Casey: https://twitter.com/caseykcaruso
Follow Daniel: https://twitter.com/realDanielShorr
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(00:02) Evolution and State of AI
(18:03) Model Specialization
(30:37) Productization of AI
(34:46) Crypto & AI Intersection
(49:34) DAS 2024
(50:51) How Real is AI & Crypto
(01:00:08) Performant Blockchains vs Ethereum
(01:09:32) Decentralized Compute & Equitable GPU Access
(01:17:18) First Crypto & AI Unlocks
(01:32:18) AI & Crypto Debate
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/29/2023 • 1 hour, 40 minutes, 53 seconds
Recapping 2023
In today's episode of Empire Santi and Jason reflect on crypto's 2023 landscape and beyond. They revisit their 2023 predictions and the best products, founders, stars, and companies from the year. They also share their perspectives on their best and worst investments of the year. The episode further delves into sectors to watch and concludes with a debate on the most overhyped sectors of 2024 offering a critical look at market expectations versus reality. We hope you have a happy holidays!
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(00:51) Beards & Ending 2023
(04:39) 2023 Predictions Reviewed
(08:38) Best Product
(12:00) Best Founder
(15:00) Breakout Stars
(18:18) Break out Companies
(25:00) Best Investment
(28:51) DAS 2024
(30:08) Worst Investment
(35:29) Sectors to Watch in Crypto
(40:37) Most Overhyped Sector of 2024
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/27/2023 • 45 minutes, 22 seconds
How to Make an NFT Market for Traders | Richard Wu & Ilja Moisejevs
In today's episode of Empire Santi is joined by Ilya and Richard, the Founders of Solana's leading NFT Marketplace Tensor. They detail Tensor's origin story, from meeting online during COVID to building Solana's leading NFT marketplace amidst the FTX fallout. They discuss critical issues like enhancing Solana's developer experience, decentralizing their protocol in 2024, evolving user behavior and adoption trends on Solana, and their grand vision for NFTs as the fundamental building blocks underpinning blockchain's adoption. Thanks for tuning in!
- -
Follow Ilja: https://twitter.com/_ilmoi
Follow Richard: https://twitter.com/0xrwu
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
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Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) Origin Story of Tensor
(07:10) The NFT Marketplace for Traders
(18:12) The Grand Vision of Tensor
(27:09) Tensor Usecase
(32:45) DAS 2024
(34:02) Challenges of Initial Prodict Features
(39:38) Rethinking Standards
(45:47) Evolving Solana User Chains
(53:16) How does Solana Grow from here?
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/22/2023 • 1 hour, 11 minutes, 55 seconds
How Much Money Do You Need To Retire? | 1000x
Follow 1000x On Spotify: https://spoti.fi/3NiKjm6
Follow 1000x On Apple Podcasts: https://apple.co/3TcDNks
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
On today's episode of 1000x, Jonah and Avi discuss recent market price action as Bitcoin hovers just below $45,000. Ahead of expected Bitcoin ETF approvals in January 2024, we deep dive into the meme coin mania, crypto's most hated trade & defining success as a trader. To hear all this & more, you'll have to tune in!
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
How Much Crypto Should You Own?: https://podcasts.apple.com/us/podcast/how-much-crypto-should-you-own-1000x/id1554930038?i=1000637803024
--
Timestamps
(0:00) Introduction
(3:29) Crypto Feels Frothy
(7:19) Meme Coins
(13:26) The Bitcoin ETF
(18:25) Ethereum
(23:43) Layer-1s: Ethereum, Solana & Avalanche
(30:00) How To Trade 2024's Crypto Cycle
(36:19) What Is Success In Trading?
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
12/21/2023 • 50 minutes, 13 seconds
Avalanche: What are Subnets and What's Wrong With Appchains | Kevin Sekniqi & Patrick O'Grady
In today's episode of Empire, Kevin Sekniqi, Co-Founder of Avalanche, and Patrick O'Grady, VP of Engineering at Avalanche, join the show to discuss the past, present, and future of Avalanche. They start by explaining the core thesis behind Avalanche - that the future will consist of thousands of highly optimized, specialized blockchains rather than one chain to rule them all. Kevin and Patrick provide an overview of Avalanche's architecture, clarifying common misconceptions around P-Chain, C-Chain, and subnets. They then do a deep dive into the rationale and economics behind subnets, contrasting them to solutions like rollups and how Warp and Hyper SDK fit in the overall strategy. For all of this and much more stay tuned!
- -
Follow Kevin: https://twitter.com/kevinsekniqi
Follow Patrick: https://twitter.com/_patrickogrady
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:59) Why does Avalanche exist?
(09:38) Creating Optimized Chains
(16:30) Economics of Subnets
(25:56) Endgame Vision of Subnets
(34:05) DAS 2024
(35:10) Toku Ad
(36:40) Next Gen L1s
(40:20) Warp: Cross Subnet Messages
(48:02) HyperSDK: Launch your own Blockchain
(51:37) Dev Adoption & dApp Layer Innovation
(01:03:06) Future of Value Accrual to AVAX
(01:12:57) Decentralization & Performance for Blockchains
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/19/2023 • 1 hour, 17 minutes, 20 seconds
How FASB Ruling Paves The Way for Bitcoin Corporate Treasuries | Roundup
In today's episode of Empire Jason and Santi dive into the latest crypto news, including the FASB fair value ruling for Bitcoin, the Ledger exploit, and the controversy around Rainbow's new points system. They debate the pros and cons of new yield generating protocols like Manta and BLAST, make 2024 predictions about the proliferation of L2 platforms with native yield, and discuss whether investing in early DeFi protocols still makes sense. Tune in for all this and much more!
- -
Northstake simplifies the way institutional investors own a stake in Web3 by offering regulatory-compliant staking products. By ensuring institutional investors can participate in the burgeoning crypto market while adhering to the necessary legal and regulatory requirements.
To learn how Northstake is bridging the gap between crypto and institutions go to:
https://www.northstake.dk/tokenized-eth-staking
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(00:02) Introduction
(06:26) FASB Confirms 'Fair Value' Approach
(14:37) Ledger Connect Kit Exploit
(31:27) Point System Hate
(41:38) Layer0 Launch Video
(45:26) 2024 Predictions
(55:06) Are OG DeFi Protocols Investments?
- -
Resources
Layer0 Research Report & Video
https://app.blockworksresearch.com/research/layer-zero-v2-the-decoupling-of-security-and-execution
https://x.com/LayerZero_Labs/status/1735317463032893946
Ledger Exploit
https://blockworks.co/news/ledger-statement-on-phishing-hack
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/15/2023 • 1 hour, 5 minutes, 49 seconds
Solving Crypto's Oracle Problem | Mike Cahill
In this episode Jason and Santi are joined by Mike Cahill, CEO of Douro Labs and contributor at Pyth Network, an oracle that publishes financial market data to multiple blockchains. The conversation delves into how Pyth Network addresses failings in both the current Oracle system in crypto and the traditional capital markets. Cahill discusses how the network has evolved, its present accomplishments, the benefits of their governance token, and their approach to rewards. To close out Mike outlines potential future developments and the network's greater aim of inviting widespread participation in its open-source projects.
- -
Follow Mike Cahill: https://twitter.com/mdomcahill
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
00:00 The Market Data Monopoly
09:13 The Oracle Problem
21:19 Origins of Pyth
30:40 The Business Model & Revenue
40:21 DAS 2024
41:36 Toku Ad
41:56 The Role of PYTH Token
55:21 Reward Mechanism for Pyth Network
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/12/2023 • 1 hour, 38 seconds
Is Crypto Really Back? | Roundup
From across the globe, today's episode of Empire brings Santi and Jason together to discuss Societe Generale's first-ever Euro stablecoin launch, Santi's reaction to feedback, and whether we truly are back. They also explore the implications of meme coin culture and if it damages the perception of the industry as whole. They also discuss Coinbase's recent easy crypto payments feature launch and the striking convenience it offers. They close out by deliberating on the future of gaming in the crypto space and upcoming content. Enjoy!
- -
Northstake simplifies the way institutional investors own a stake in Web3 by offering regulatory-compliant staking products. By ensuring institutional investors can participate in the burgeoning crypto market while adhering to the necessary legal and regulatory requirements.
To learn how Northstake is bridging the gap between crypto and institutions go to:
https://www.northstake.dk/tokenized-eth-staking
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(00:13) The London DeFi and Crypto Scene
(10:24) Santi's Reaction to the Reaction
(17:06) Is the Bull Market here?
(24:53) Why does crypto exist if it's meme coin meta?
(31:24) DAS 2024
(32:39) Chronicle Ad
(33:54) Northstake Ad
(34:54) Where are we in this cycle?
(38:16) Euro-pegged Stablecoin
(50:13) Coinbase Wallet Payments
(54:27) Upcoming Content
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/8/2023 • 58 minutes, 8 seconds
How Much Crypto Should You Own? | 1000x
Follow 1000x On Spotify: https://spoti.fi/3sJOsIJ
Follow 1000x On Apple Podcasts: https://apple.co/47MEsxe
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
In today's episode of 1000x Jonah and Avi discuss the recent bullish price action in crypto markets. As Bitcoin broke out above $44,000, we dive into the best way to play the BTC/Alt rotation trade, crypto's cycle top & the most hated trade in crypto right now... Ethereum. To hear all this & more, you'll have to tune in!
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
Solana's End Game with Anatoly Yakovenko: https://apple.co/3QuF7NZ
--
Timestamps
(0:00) Introduction
(1:19) Allocating To Crypto
(5:30) The BTC/Alt Rotation
(11:19) Ethereum
(15:10) Solana NFT's
(19:01) Crypto's Cycle Top
(27:46) Crypto's Biggest Mover's
(31:17) Why Own Crypto?
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
12/7/2023 • 48 minutes, 56 seconds
How to Build Crypto’s First Breakout Game | Robbie Ferguson
In this episode, host Santi dives into the world of Web3 gaming with Robbie Ferguson, co-founder of Immutable - an Ethereum gaming protocol enabling true digital asset ownership for gamers. Robbie explains how Immutable allows game developers to build Web3 mechanics into their titles. They also explore the intersection of blockchains and games, Ethereum's role, and the need for scalable solutions as adoption grows. To close out Robbie discusses the challenges and future landscape of Web3 gaming, including excitement around new collaborations and partnerships primed to redefine the space. We hope you enjoy!
- -
Follow Robbie: https://twitter.com/0xferg
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(00:00) Introduction
(01:59) Immutable Origin Story
(17:07) Selecting the Base Layer
(25:18) State of Crypto Gaming
(32:02) Crypto Gaming Outlook
(36:42) Scalability of Web3 Games
(42:22) The Bear Case of Crypto Gaming
(44:44) GTM & What's Next for Immutable
(50:22) Challenges of Web2 Gaming
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/6/2023 • 54 minutes, 43 seconds
What's Next for the Cosmos Appchain Thesis? | Ethan Buchman and Sam Hart
In today's episode of Empire, Jason and Santi are revisiting the Cosmos appchain thesis and are joined by Ethan Buchman, Cosmos co-founder, and Sam Hart, head of product & strategy at Skip Protocol. They revisit the App Chain thesis and how it is playing out both within Cosmos and L2-Ethereum based rollups. The ideal protocol for launching an App Chain is unpacked, addressing functionality needs, integration requirements, governance models and more. Sam and Ethan dive into IBC enabling multi-chain flows, shared security models and key learnings from governance processes in Cosmos. Thanks for tuning in!
- -
Follow Ethan: https://twitter.com/buchmanster
Follow Sam: https://twitter.com/hxrts
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) The App Chain Thesis Was Right
(05:49) Ideal Protocol for an App Chain
(12:31) Cosmos Tech vs BD Strategy
(19:32) Why Select Cosmos for an App Chain
(29:48) DAS 2024
(31:00) Toku Ad
(32:23) Bootstrapping Validator Sets
(45:53) How do Appchains Unlock Killer Apps
(51:28) Cosmos Governance Learnings
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/5/2023 • 1 hour, 9 minutes, 8 seconds
Why Solana Could Flip Ethereum | Roundup
In today's episode of Empire Santi and Jason unpack the biggest debates in crypto including integrated vs. modular blockchains and whether Solana can flip Ethereum. The conversation also explores the dynamics of hardware requirements, blockchain execution environments, parallel execution, network consensus, and how these factors shape the development and adoption of networks. To lighten the mood the duo chat about Spotify Wrapped, NFT collecting mindset, and their personal favorite songs. Thanks for tuning in!
- -
Northstake simplifies the way institutional investors own a stake in Web3 by offering regulatory-compliant staking products. By ensuring institutional investors can participate in the burgeoning crypto market while adhering to the necessary legal and regulatory requirements.
To learn how Northstake is bridging the gap between crypto and institutions go to:
https://www.northstake.dk/tokenized-eth-staking
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
01:29 Spotify Wrapped and Blockworks Merch
07:56 Modular vs Monolithic Debate
18:13 Protocol Layering vs Integrated Designs
34:57 DAS 2024
36:12 Chronicle Ad
37:27 Northstake Ad
38:28 Will Solana Flip Eth?
56:12 The Solana NFT Craze & NFT Investing Mindset
01:03:10 Drop your Spotify Wrap in the Comments
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/1/2023 • 1 hour, 5 minutes, 35 seconds
Building Modular Move Networks on Ethereum | Nick White, Rushi Manche & Avery Ching
In today's episode of Empire we explore the current state and future of modular blockchains. With special guests Avery Ching, Rushi Mache, and Nick White, the discussion revolves around the pros and cons of Modular and Monolithic Blockchain Architecture, aptness of execution environments, the importance of scalability, and the standardization and consolidation in the blockchain space. The conversation further dives into the performance and potential of Move Virtual Machine, the struggles of the Ethereum Virtual Machine, and the promise of innovative solutions like Celestia to offer more cost-effective and efficient data availability. We hope you Enjoy!
--
Follow Avery: https://twitter.com/AveryChing
Follow Nick: https://twitter.com/nickwh8te
Follow Rushi: https://twitter.com/rushimanche?lang=en
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
00:00 Introduction
02:00 The Modular Blockchain Thesis
04:26 MOVE-Based Blockchains
17:33 Is Monolothic Dated?
32:21 DAS London
33:38 Measuring Blockchain Performance & Scalability
43:31 The Future of DEV Activity
52:29 The Killer App
57:07 Will there be a Final Optimal Stack?
01:03:46 DAS London
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/30/2023 • 1 hour, 4 minutes, 15 seconds
Why Polychain Capital Founder Never Sells His Crypto | Olaf Carlson-Wee
In today's episode of Empire, Olaf Carlson, the founder of Polychain and first Coinbase employee, shares why he believes crypto is going to be the greatest wealth redistribution of the modern era. The conversation covers the impact of the leverage cycle, the viability of restaking, and the importance of privacy. They also touch on the L2 and Appchain thesis, embedding financial markets into social platforms, and the potential of wearables. Olaf breaks down why crypto is a one-way street and why it will outlive fiat currency. We hope you enjoy!
- -
Follow Olaf: https://twitter.com/zxocw
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(00:00) Crypto Sentiment Check
(06:38) The L2 Wave
(14:52) App-chain Thesis
(24:20) Impact of the Leverage Driven Cycle
(33:35) DAS 2023
(34:51) Toku Ad
(36:03) Crypto in 10 years
(43:44) Privacy Solutions, Shared Security, and Wearables
(53:24) Why Olaf Doesn't Sell
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/28/2023 • 1 hour, 40 seconds
CZ Steps Down from Binance and a Blast L2 Debate | Roundup
In today's episode of Empire Santi and Jason discuss the bombshell news of Binance pleading guilty and paying over $4 billion in fines related to money laundering violations. They analyze the implications for Coinbase, DeFi, and institutional adoption. They then shift gears to the controversial launch of L2 platform Blast and its native yield offerings. This takes the duo into a deep discussion of why should more L2s exist and what are vital heuristics for valuing these scaling solutions. We hope you enjoy!
- -
Northstake simplifies the way institutional investors own a stake in Web3 by offering regulatory-compliant staking products. By ensuring institutional investors can participate in the burgeoning crypto market while adhering to the necessary legal and regulatory requirements.
To learn how Northstake is bridging the gap between crypto and institutions go to:
https://www.northstake.dk/tokenized-eth-staking
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Crypto’s premier institutional conference returns to London in March 2024 and we’ve got a killer deal for Black Friday...or as we call it BlackRock Friday.
For a limited time we’re running a 20% promo on our 4 pack of DAS tickets. For just 399 GBP per ticket you can share the room with the world's top executives and hear from some of the largest institutions in crypto.
Grab 3 friends or 3 colleagues and use code BLACKROCK for 20% off on 4 pack tickets. Only valid until Nov 27th.
Use code "BLACKROCKEMPIRE" at: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(01:38) In-Laws, Working in Crypto, and Good Mood Santi
(04:00) Binance CZ Steps Down
(28:46) Blast L2 Controversial Launch
(38:08) DAS 2024
(39:23) Chronicle Ad
(40:38) Northstale Ad
(41:38) Bearish Takes on Blast L2
(01:04:33 )Why Does Paradigm Experiment?
(01:09:34) Coindesk Acquired by Bullish
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/24/2023 • 1 hour, 24 minutes, 2 seconds
The King Of Retail: Trading Crypto Cycles | Ansem
Follow 1000x On Spotify: https://spoti.fi/45htDli
Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
Happy thanksgiving! On today's episode of 1000x, Ansem joins the show for a discussion on trading crypto cycles.
We deep dive into Ansem's introduction to crypto, the Solana thesis & where we are in the cycle right now. To hear all this & more, you'll have to tune in!
--
Follow Ansem: https://twitter.com/blknoiz06
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps
(0:00) Introduction
(1:19) Binance Agrees to Settle $4.3B Fine
(2:59) Ansem's Introduction To Crypto
(6:01) Have Alt's Topped?
(8:47) The Solana Thesis
(13:47) Cycle Bags
(20:39) The Crypto Thesis
(26:33) Trading Crypto Cycles
(31:26) Sentiment In Crypto
(40:41) Only Possible On Solana
(46:30) NFTs & Meme Coins
(54:30) The Next Crypto Market Top
(1:04:45) Crypto Twitter
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
11/23/2023 • 1 hour, 12 minutes, 21 seconds
The Evolution of Synthetix and Onchain Perps | Kain Warwick
In today's episode of Empire, Kane Warwick returns to unpack Synthetix V3, the design thinking behind Infinex, and the challenges of decentralized governance. We explore funding rates, arbitrage opportunities, and what it will take to bring the DeFi trading experience to parity with centralized exchanges. Kane also provides his philosophical views on building in public, the societal benefits of open source crypto, and the pressures of "decentralization theater." We hope you enjoy!
- -
Follow Kain: https://twitter.com/kaiynne
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps
(01:20) The Infinex & Synthetix Experiment
(03:23) Synthetix Post Luna & FTX
(13:23) Matching the CEX Experience Onchain
(24:19) Perps Mechanism Explained
(34:46) DAS 2024
(36:00) Chronicle Ad
(37:21) Fragmentation of Users on L2s
(46:08) Revenue Model & DAO Governance
(54:25) The Case for Decentralized Governance
(01:06:22) Improving DAO Efficiency
(01:13:56) Benefits of Building in Public
- -
Resources:
Synthetix: A fork in the road.
https://mirror.xyz/kain.eth/lVhI3TWwpzPHSsFwUvcRFTz_8IBhdrOYC0ojtkvLbNY
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/21/2023 • 1 hour, 23 minutes, 14 seconds
How We're Positioning for The Next Crypto Cycle | Roundup
In today's episode of Empire Santi and Jason discuss the current crypto market conditions, reflecting on whether the recent rally signals the start of a new bull market or just a temporary surge. The duo reveals the indicators they pay attention to like Bitcoin stability, altcoin movement, and stablecoin inflows to assess the health of the market. Sharing personal experiences, Santi shares his portfolio strategy, stressing probabilistic thinking and controlling emotions like FOMO. To close out they discuss relative value investing, the private market, trading vs investing, and how to manage risk as prices increase. Thanks for tuning in!
- -
Northstake simplifies the way institutional investors own a stake in Web3 by offering regulatory-compliant staking products. By ensuring institutional investors can participate in the burgeoning crypto market while adhering to the necessary legal and regulatory requirements, Northstake is bridging the gap between traditional finance and crypto.
https://www.northstake.dk/tokenized-eth-staking
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) DOXing, Marathons, and Influenza
(06:13) Timing the Crypto Market
(12:27) Buying Solana on a Break Out
(16:45) Trading vs Holding
(22:34) Santi Portfolio Construction
(30:31) Catalysts vs Fundamentals
(36:37) Allocation of Portfolios
(42:56) DAS 2024
(44:12) Northstake Ad
(45:10) Chronicle Ad
(46:26) Identifying Price Targets
(52:56) Evaluating Application Layer
(01:00:43) Managing Investing Anxiety
(01:07:24) Is the Bull Market Here?
(01:12:57) Companies Not Considering the Future
(01:15:54) The Coinbase Thesis
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/17/2023 • 1 hour, 27 minutes, 54 seconds
How to Trade This Solana Rally | Joe McCann
In this episode of Empire, Joe McCann, founder of Asymmetric, shares why he believes Solana offers unique technical architecture that enables new types of web3 applications not possible on Ethereum. He explains why he thinks Solana's scalability offers a better developer experience compared to building on Ethereum L2s. McCann dives into macro trends, analyzing market flows to evaluate if the recent market move has legs. To close out he evaluates risks to his Solana thesis. We hope you enjoy!
- -
Follow Joe: https://twitter.com/joemccann
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use EMPIRE20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Timestamps:
(00:00) Intellectual Convexity
(10:16) Identifying Institutions & Jurisdictions of Interest
(15:53) Bull Environment is Here?
(20:46) The Solana Thesis
(30:39) Bonk VS Solana Thesis
(33:07) DAS 2024
(34:22) TOKU ad
(35:35) Managing Risks & Taking Profit
(46:46) Solana Investment
(51:03) Factoring in Macro
(56:41) Event vs Fundamental Driven Trades
(01:03:51) Why L2s Won't Work
(01:15:49) What Could Derail Solana?
(01:22:06) Exciting Solana Applications
- -
Resources
Asymmetric
https://asymmetric.financial/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/15/2023 • 1 hour, 26 minutes, 5 seconds
Institutionalizing Crypto & The Return of the Bull Market | Roundup
In this week's roundup, the Michael power duo from the Bell Curve podcast team dive into the recent market rally and explore its implications in crypto including debt proceedings and VC appetite. They explore the Ethereum ETF approval potentially becoming a reality and the controversy surrounding Wintermute’s CEO Evgeny Gaevoy and the Near Foundation. To close out they discuss the future developments to look out for in the crypto, including the potential rise of alternative L1s and newer narratives. Thanks for watching!
- -
Follow Mike: https://twitter.com/MikeIppolito_
Follow Michael A: https://twitter.com/im_manderson
Subscribe to Bell Curve on YouTube: https://bit.ly/3R1D1D9
Subscribe to Bell Curve on Apple: https://apple.co/3pQTfmD
Subscribe to Bell Curve on Spotify: https://spoti.fi/3cpKZXH
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks.
Use the link below to learn more, and use BELL20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!
https://blockworks.co/event/digital-asset-summit-2024-london/home
- -
Timestamps:
(0:00) Introduction
(2:01) Are We Back?
(8:28) Token Prices Impacting Bankruptcy Proceedings
(10:31) An FTX Restart?
(20:11) Cycle Change Indicators?
(24:42) Institutionalizing Crypto
(35:23) DAS London Ad
(36:32) Bitcoin Hashrate Lag
(42:30) Near Foundation & Aurora Accusations
(48:44) End Game of Blockchain Stacks
- -
Resources
Wintermute CEO Accuses Near
https://blockworks.co/news/wintermute-ceo-accused-near-foundation-of-failing-to-redeem-stablecoins
BlackRock ETF Proposal
https://blockworks.co/news/blackrock-ishares-ether-etf
- -
Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.tt and our guests may hold positions in the companies, funds, or projects discussed.
11/10/2023 • 59 minutes, 11 seconds
Return Of The Bull Market | 1000x
Follow 1000x On Spotify: https://spoti.fi/45htDli
Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
In today's episode of 1000x Jonah and Avi discuss the return of the crypto bull market as positive sentiment about a Bitcoin ETF spurs a massive rally in Solana.
We also debrief on the episode with Anatoly, walk through how to find the best opportunities as a trader & how to navigate technical trades vs a fundamental investment thesis. To hear all this & more, you'll have to tune in!
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
Solana's End Game with Anatoly Yakovenko: apple.co/3QuF7NZ
Fake bitcoin ETF report triggers price jump to $30k, $100M wave of liquidations: https://blockworks.co/news/bitcoin-etf-report-price-jump
--
Timestamps:
(0:00) Introduction
(1:06) The Solana Debrief
(8:32) Applications In Crypto
(12:51) Bitcoin's Move To $35,000, Catalyst For A Crypto Rally
(20:04) The Setup For A Bitcoin Bull Market
(25:57) Technical vs Fundamental Trading
(32:16) Opportunities In Crypto
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
11/9/2023 • 41 minutes, 52 seconds
Why Resy Founder is Building in Crypto | Ben Leventhal & Li Jin
In this episode of Empire, Li Jin from Variant Fund and Ben Leventhal from Blackbird and co-founder of Resy, cover the intersection of the consumer market and crypto. They delve into the history of consumer startups, the limitations of traditional businesses in the dining industry, and the potential of crypto to transform ownership. Ben discusses Blackbird and how it addresses issues in the restaurant industry by establishing better connection and understanding between restaurants and customers. To close out Li touches on her vision for consumer crypto leading into 2024. Thanks for tuning in!
- -
Follow Li: https://twitter.com/ljin18
Follow Ben: https://twitter.com/benleventhal
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Timestamps:
(00:00) End of Times for Consumer Apps
(05:58) Consumer Crypto's Advantage
(17:22) Identity Rails for Restaurants
(21:23) Balancing Blockchain & Consumer Rights
(27:45) Complexity of Building On Web3
(30:00) Toku ad
(31:16) Variant Fund Approach to Consumer Crypto
(36:23) Why Use Crypto?
(41:54) FLY Token & Progressive Ownership
(46:44) Mitigating Attack Vectors
(50:21) Consumer Crypto in 2024
- -
Resources
Blackbird Docs
https://www.blackbird.xyz/flypaper
Li Jin Barrier to Mainstream Adoption
https://variant.fund/articles/barrier-to-mainstream-crypto-adoption-is-product-market-fit/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/7/2023 • 56 minutes, 27 seconds
Why DCG is Crypto's Enron Moment | Ram Ahluwalia
In today's episode of Empire, we take an in-depth look at the controversies surrounding DCG (Digital Currency Group) with our special guest, Ram Ahluwalia. Ram sheds light on the complex DCG saga involving Barry Silbert, 3 Arrows Capital, and the 'Widow Maker' trade that entangled several entities, including Gemini and Grayscale. The team discusses the case and the roles played by various figures and corporations, challenging decisions made along the way, and contemplating what could have been done differently. To close out they speculate on the fate of Grayscale and the broader implications for the crypto and venture markets.
- -
Follow Ram: https://twitter.com/ramahluwalia
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open
- -
Timestamps:
(00:00) DCG, Genesis, Gemini Case Overview
(04:17) The Widow Maker Trade
(12:45) Was this all avoidable?
(18:02) $1.1B Promissory Note
(23:21) Worse than Enron
(28:06) Systemic Risk & Recouping Creditors
(35:09) Chronicle Ad
(36:27) Is Gemini Responsible?
(43:46) Contagions and Second Order Effects
(50:23) Barry's Empire
(57:19) Does a New Genesis Happen?
- -
Resources
Ram DCG Threads
https://twitter.com/ramahluwalia/status/1594153586157670403
https://twitter.com/ramahluwalia/status/1716218498341597430
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/3/2023 • 1 hour, 1 minute, 5 seconds
Empire Debates: The Solana Comeback and BlackRock ETF Playbook
In this episode of Empire Debates Santi, Tommy, and Ryan kick off with the anticipated approval of a Bitcoin ETF and its potential to usher institutional money into crypto. They then pivot to Ethereum's ascension as an asset and Solana's ability to attract developers and discuss if Solana will be the ultimate ETH killer. The conversation further explores the ramifications of institutional players entering the crypto space and examines the unique distribution strategy underpinning Telegram and Tron. Thanks for tuning in!
Disclaimer: Nothing said on Empire 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. Santiago, Tommy, and Zach may hold positions in the companies, funds, or projects discussed.
- -
Follow Tommy: https://twitter.com/Shaughnessy119
Follow Ryan: https://twitter.com/kukulabanze
Follow Santiago: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(0:00) Introduction
(1:07) BlackRock ETF Approved?
(10:12) ETF Impact on Portfolio Decisions
(21:10) How Financial Systems Influence Decisions
(29:31) The Solana Thesis
(45:42) Aversion to Building on Ethereum
(52:50) Telegram and Tron Wallets
- -
Disclaimer: Nothing said on Empire 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. Santiago, Tommy, and Zach may hold positions in the companies, funds, or projects discussed.
11/2/2023 • 1 hour, 27 seconds
Why a $76B Asset Manager is Unlocking Onchain Yield to Institutions | Jan van Eck & Martin Leinweber
In today's episode of Empire Jason is joined by Jan van Eck, CEO of VanEck, a firm overseeing $76.4 billion in assets, and Martin Leinweber, a digital asset strategist at Market Vector Indexes. They dive into conversation ranging from the macroeconomic climate to the prospects of a Bitcoin ETF approval. They dissect how MarketVector aims to capture crypto native value through Ethereum staking rewards and other on-chain metrics, the demand for these products from institutions, and how MarketVector creates investible crypto products for institutions to get exposure.
- -
Follow Jan van Eck: https://twitter.com/JanvanEck3
Follow Martin Leinweber: https://twitter.com/mleinweber2
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Timestamps:
(00:00) Macro Sentiment Check
(07:51) Budget Deficit Concern: Overblown?
(14:15) The van Eck Origin Story
(18:31) The 60-40 Portfolio
(22:23) Bitcoin ETF Likelihood in 2023 vs 2024
(28:11) Toku Ad
(29:25) MarketVector Changing Data and Indices
(40:46) Demand for Onchain Yield
(45:19) Corporate Strategy Focus on Crypto
(48:48) Identifying Tokens with Economic Traction
(53:15) Central Banks Buying BTC
- -
Resources
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/31/2023 • 58 minutes, 16 seconds
Policy Series: Crypto Terrorism, FinCEN vs Mixers, and IRS Tax Updates | Rebecca Rettig and Jake Chervinsky
In the latest episode of the Empire Policy Series, Santi hosts Rebecca Rettig and Jake Chervinsky to delve into recent allegations of Hamas leveraging cryptocurrency for terrorism funding, FinCEN's upcoming rules concerning crypto mixers, and the IRS's evolving crypto tax regulations. The trio also dissect the the forthcoming 3-6 months of crypto regulation and discuss recent bipartisan legislative triumphs in the stablecoin domain. To close out both Rebecca and Jake highlight the need for industry-wide collaboration to ensure regulations both foster innovation and effectively mitigate inherent risks.
- -
Timestamps:
(0:00) Introduction
(1:31) Is Crypto Financing Terrorism?
(11:37) Policy Maker Responses to Crypto Terrorism
(18:34) Chainalysis Ad
(19:38) Mixer Rule by Financial Crimes Enforcement Network
(31:49) Defining the Mixer Use Case
(45:22) Tax Provision for Crypto
(51:59) Regulatory Outlook
- -
Follow Rebecca: https://twitter.com/RebeccaRettig1
Follow Jake: https://twitter.com/jchervinsky
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Chainalysis.
Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases.
For more information, visit www.Chainalysis.com/empire.
- -
Resources
Submit a comment on regulation
https://www.protectdefi.org/
DeFi Education Fund
https://www.defieducationfund.org/
The Blockchain Association
https://theblockchainassociation.org/
https://twitter.com/BlockchainAssn
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/30/2023 • 58 minutes, 34 seconds
How to Position for a New Crypto Bull Market | Ben Forman and Jason Kam
In today's episode of Empire Santi is joined by Jason Kam, Founder of Folius Ventures,and Ben Forman, Mananging Partner of ParaFi Capital, to find out if the bear market really is over. They dive into the recent crypto price action and whether an Ethereum ETF could be a catalyst for DeFi. They then look to the future and discuss how gaming and prediction markets could drive adoption, the opportunities in tokenizing real world assets, and why this environment rhymes with late 2019 when fundamentals were emerging but prices were low. Ben and Jason also discuss their outlook on the macro landscape, remaining opportunities in liquid and illiquid markets, and why they believe we may be in the early innings of a new bull market driven by growing institutional interest and real use cases.
- -
Follow Jason Kam: https://twitter.com/MapleLeafCap
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#ope...
- -
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake.
Try MetaMask Portfolio at https://blckwrks.co/MetaMaskEmpire
- -
Timestamps:
(00:00) Sentiment Check-in with Private Investors
(08:48) Portfolio Positioning
(18:08) Investing Outside of the Majors
(24:00) Investing in Crypto Layers
(30:44) Deciding Thesis Invalidation
(35:40) DeFi Catalysts
(45:13) Chronicle Ad
(46:30) Metamask Ad
(47:15) Unique Use Cases Outside of RWAs
(54:12) Timing Investments & Managing Risk
(59:41) Value in Gaming and Blockchain
(01:12:39) How Financialization Complicates Social Behaviors
(01:18:48) Why is Scaling Usage Hard?
(01:35:26) Are We in a New Cycle?
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/27/2023 • 1 hour, 44 minutes, 47 seconds
Solana's End Game with Anatoly Yakovenko | 1000x
Follow 1000x On Spotify: https://spoti.fi/45htDli
Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
In today's episode of 1000x Jonah and Avi welcome Anatoly Yakovenko to the show for a discussion on Solana's end game. After a tweet from Jonah questioning the future of Solana, we thought why not invite Anatoly himself to the show to explain Solana's ultimate vision.
We deep dive into finding crypto's perfect use case, disrupting legacy financial rails, the challenges of building through a bear market & crypto's killer use case. To hear all this & more, you'll have to tune in!
--
Follow Anatoly: https://twitter.com/aeyakovenko
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps
(0:00) Introduction
(3:23) Solana's Ultimate Vision
(7:57) Value Within A PoS Chain
(10:25) Running A Solana Validator
(13:03) Firedancer: Boosting Solana's Scalability
(17:21) TVL & Volume On Solana
(21:56) Crypto's Perfect Use Case
(25:10) Stablecoins
(31:05) The Future Of Solana
(38:01) The Waves Of Adoption In Crypto
(43:54) Building Community In Solana
(48:06) Solana's Perfect Product Market Fit
(54:47) What Solana Has Learnt From Ethereum
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
10/26/2023 • 58 minutes, 32 seconds
The Bull Case for Crypto ETFs | Matt Hougan & Hunter Horsley
In today's episode of Empire Jason and Santi are joined by Bitwise CEO Hunter Horsley and CIO Matt Hougan to dive into the world of ETFs. They discuss the early skepticism and misconceptions around ETFs, why a Bitcoin ETF approval could be transformative for crypto adoption and maturity, the layers of security and regulation with ETFs, and the potential timeline and sequence for crypto ETF products. They close out by exploring how an ETF could boost crypto's credibility and accessibility for traditional investors and revisiting the bull case for Coinbase.
- -
Follow Hunter: https://twitter.com/HHorsley
Follow Matt: https://twitter.com/Matt_Hougan
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Timestamps:
(00:00) False ETF News
(02:30) What is an ETF?
(09:03) Market Manipulation in Crypto
(14:52) Investment Reality in Crypto
(21:47) Who Wins if ETFs are Approved?
(29:52) Regulatory Concerns for ETFs
(35:15) Toku Ad
(36:30) Voting and Delegate Structure of ETFs
(40:26) Safety and Reporting of Crypto ETFs
(46:43) Timeline and Sequence of ETF Types for Crypto
(53:52) Can Crypto Change ETFs?
(56:35) Coinbase Thesis
--
Resources
Bitwise ETFs
https://blockworks.co/news/0xresearch-bitwise-spot-bitcoin-etf
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/24/2023 • 1 hour, 9 minutes, 23 seconds
SBF Trial Update: Damning Testimonies and What's at Stake
In today's episode of Empire the Jason and Santi are back, diving into In this week's Empire Roundup, Jason and Santi welcome Blockworks' Senior Reporter, Casey Wagner, for an in-depth look into the unfolding Sam Bankman-Fried trial in the Southern District of New York. Casey shares firsthand observations, including compelling witness accounts from Caroline Ellison and Nishad Singh that implicate SBF. The trio delve into the prosecution's tactics, jury sentiment, and anticipates the defense's forthcoming arguments. Additionally, the episode explores the ripple effects of these developments on GBTC's prospects for Bitcoin ETF conversion, the future viability of Genesis and DCG amid NYAG lawsuit allegations, and the recent controversy surrounding Uniswap's fee structure changes.
- -
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake.
Try MetaMask Portfolio at https://blckwrks.co/MetaMaskEmpire
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) SBF Trial Updates
(23:20) Timeline for SBF Sentencing
(29:24) Chronicle Ad
(30:40) Metamask Ad
(31:26) Gemini, Genesis, DCG Sued by New York AG
(50:00) Ramifications of Explosions in Crypto
(55:34) Uniswap Fee Switch
(01:04:33) Pudgy Penguins LIVE Unboxing
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/20/2023 • 1 hour, 8 minutes, 32 seconds
The Convo: Overlooked Projects and Navigating Nuance in Crypto
In today's Empire Debates episode Santi, Tommy, and Ryan discuss overlooked aspects in this bear market including the importance of nuance in analyzing projects, the potential for decentralized storage despite current low demand, and how poor regulation and lack of clarity opened the door for bad actors like FTX. They then cover why jurisdictional competition will shape the future of crypto and capital formation. Despite crypto Twitter sentiment seeming very negative, the team remains optimistic in identifying quality investments throughout the crypto space.
Disclaimer: Nothing said on Empire 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. Santiago, Tommy, and Zach may hold positions in the companies, funds, or projects discussed.
- -
Follow Tommy: https://twitter.com/Shaughnessy119
Follow Ryan: https://twitter.com/kukulabanze
Follow Santiago: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Timestamps:
(00:00) What is Overlooked?
(14:46) Managing Portfolios After FTX
(20:08) Attractiveness of Alt L1 Investments
(31:45) Toku Ad
(33:00) What Needs to be Decentralized?
(45:22) Recovering From Valuation Crashes
(50:22) Treasury Funds and VC Activism
(54:33) VCs Selecting Jurisdictions
(01:02:54) Future of Capital Formation
(01:07:45) Rapid Fire Questions
- -
Disclaimer: Nothing said on Empire 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. Santiago, Tommy, and Zach may hold positions in the companies, funds, or projects discussed.
10/17/2023 • 1 hour, 10 minutes, 53 seconds
How VCs Cause Layoffs and BlackRock-Barclays on JPMorgan Chain | Roundup
In today's episode of Empire Jason and Santi are back, diving into the latest revelations from the FTX trial, including Caroline Ellison's testimony about Sam Bankman-Fried's priorities and losses. They also cover a landmark trade between BlackRock and Barclays using JPMorgan's blockchain Onyx, showcasing blockchain power in collateral transfers. They move on to discuss crypto layoffs, the failure of real estate-backed stablecoin USDR, and the mainnet launch of crypto project Scroll. They close with reflections on declining ACT scores, their love for David Beckham's documentary, and what it'd take for Jason to shave his head.
- -
MetaMask Portfolio is your one-stop shop for all things web3. Instead of connecting to multiple exchanges, dapps, and tools, you just need to connect to one simple dapp to track and manage all your assets across different networks and accounts. MetaMask Portfolio provides a secure and convenient way to perform common tasks such as Buy, Sell, Swap, Bridge, and Stake.
Try MetaMask Portfolio at
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
00:00 Israel Based Start-up Support
05:30 SBF Trial Updates
17:00 BlackRock - Barclays Trade on JPMorgan Chain
21:16 Crypto Layoffs
25:00 Chronicle ad
26:15 Metamask ad
27:00 USDR Stablecoin Depeg
33:38 What We're Reading and Watching
—
Resources
Israel Start-up Support
https://twitter.com/ShalvaGozland/status/1711938126111768852
SBF Trial Updates
https://blockworks.co/news/caroline-ellison-cross-examination
BlackRock-Barclays Trade
https://blockworks.co/news/blackrock-barclays-jpmorgan-chase-dapp-tcn
USDR Stablecoin Depeg
https://blockworks.co/news/tangible-real-usd-illiquid-stablecoin-real-world-assets
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/13/2023 • 44 minutes, 5 seconds
What Is Crypto's Bullish Catalyst? | 1000x
Follow 1000x On Spotify: https://spoti.fi/45htDli
Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
In today's episode of 1000x Jonah and Avi discuss market forces introducing increasing risk in the crypto markets. With a recent bond market sell-off, geopolitical tensions & rising oil prices, could these forces spill over into risk asset's, and how would that impact crypto?
We then move onto discuss what is crypto's next bullish catalyst that will bring the greatest returns for both traders & investors, but to hear that, you'll have to tune in!
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(01:45) Markets During Geopolitical Events
(04:32) We're In A Shaky Environment For Risk Asset's
(10:38) Surging Yield's, Geopolitical Conflict & Rising Oil
(12:51) Stars Arena
(15:22) FTX Hack
(16:36) Ethereum Faces L2 Scaling Headwinds, But The Pendulum Will Swing
(24:10) Stablecoins
(30:15) Are L1's In Trouble?
--
Referenced In The Show:
Iran Helped Plot Attack on Israel Over Several Weeks: https://www.wsj.com/world/middle-east/iran-israel-hamas-strike-planning-bbe07b25
New report shows ‘chaos’ during FTX hack last November: Wired: https://blockworks.co/news/ftx-hack-wired-bankruptcy-chaos
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
10/12/2023 • 39 minutes, 10 seconds
Dollarization 2.0: How Stablecoins Unlock Emerging Markets | Nic Carter & Martin Carrica
In today's episode of Empire Jason and Santi are joined by Crypto investor Nic Carter and Martin Carrina, founder of Mountain Protocol, to discuss the past and future of stablecoins. They compare stablecoins to the rise of Eurodollars, arguing they meet a real demand for dollar exposure and could ultimately strengthen US interests, yet also face hostility akin to offshore banking. The guests debate whether crypto yields rising above fiat rates or expanding use cases like high-yield accounts are needed to drive stablecoin growth. To close things out the team covers the endgame for stablecoins and the vectors for mass adoption.
- -
Follow Nic: https://twitter.com/nic__carter
Follow Martin: https://twitter.com/mcarrica
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs.
- A superior alternative to crypto options for traders
- 30% cheaper and more efficient than traditional tools
- Liquidity providers earn 3-18% real yield on USDC
- Get a share in $250,000 of BUMP rewards for Early Adopters
Visit bumper.fi for more info!
- -
Timestamps:
(00:00) Stablecoins Today
(10:25) Efficiencies of Stablecoins
(15:36) Emerging Markets & USDT on Tron
(25:53) Time Horizon for Stablecoin Standard
(30:42) Mobile Money Apps Powered by Stables
(36:20) Bumper Ad
(37:23) Toku Ad
(38:36) Market Structure of Stables
(41:32) Algorithmic Stablecoin Design
(46:28) Peg Designs and Risks
(50:20) Acceptance of US Dollars
(56:40) SigNet Design and Fiat Speed Limits
(01:03:28) Economic Outlook of US Dollar
(01:15:04) Growth Catalysts for Stablecoins
- -
Resources
Nic Carter Token2049
https://www.youtube.com/watch?v=MD2Au5JwhZ0
Mountain usdm
https://mountainprotocol.com/
Articles Shared by Jason
https://www.lanacion.com.ar/
https://twitter.com/BowTiedMara/statu...
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/10/2023 • 1 hour, 21 minutes, 44 seconds
SBF Trial: Week 1 Unpacked | Roundup
In today's episode of Empire all eyes are on Sam Bankman-Fried. Santi is joined by Blockworks Senior Reporter Casey Wagner who is covering SBF's criminal trial live from the Southern District of New York court. She provides details on the jury selection process, opening statements from the prosecution and defense, and testimony so far from witnesses like Bankman-Fried's former best friend and roommate. Casey covers the nuanced strategies of the prosecution and defense while providing unique insights into the sentiment in the courtroom. She also discusses potential witness testimony over the next few weeks which may shed more light on Bankman-Fried's knowledge and actions leading up to FTX's collapse.
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
With Toku, you get unmatched legal and tax support to grant and administer your global team’s tokens. Toku navigates it across the lifecycle — from easy to use token grant award templates through tracking vesting to managing tax withholdings.
Make it simple today, at
https://www.toku.com/empire
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Southern District of New York Court Coverage
(15:44) Prosecution Strategy
(25:00) Will Sam Testify?
(30:34) Chronicle Ad
(31:50) TOKU ad
(33:00) Witnesses
(41:25) Sam's Best Friend Testifies
(51:00) Prosecution and Defense Teams
(54:47) How is SBF?
(58:55) Courtroom Sentiment
--
Resources
SBF Trial Live Updates
https://blockworks.co/news/sbf-trial-day-1
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/6/2023 • 1 hour, 10 minutes, 8 seconds
Blockchain Capital's $580M Dollar Bet on Crypto | Spencer Bogart & Aleks Larsen
In today's episode of Empire Jason and Santi interview Blockchain Capital General Partners Aleks and Spencer. Blockchain Capital recently closed two new funds, early stage and opportunity, totaling $580 million. Since its inception in 2013, Blockchain Capital has invested in more than 110 companies, protocols and crypto assets across the ecosystem. Today's discussion dives into their fund thesis and overall managing strategy, the time horizon for mass adoption, deploying capital in U.S. based projects, and existing discounts in later stage start-ups.
- -
Follow Aleks: https://twitter.com/_alekslarsen
Follow Spencer: https://twitter.com/CremeDeLaCrypto
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities.
Get started today at https://vouch.us/web3/blockworks
- -
Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs.
- A superior alternative to crypto options for traders
- 30% cheaper and more efficient than traditional tools
- Liquidity providers earn 3-18% real yield on USDC
- Get a share in $250,000 of BUMP rewards for Early Adopters
Visit bumper.fi for more info!
- -
Timestamps:
(00:00) $580M Fund Raise
(08:00) Fund Performance and Power Dynamics
(16:45) Time Horizon for Mass Adoption
(22:04) Allocating Capital in U.S.
(29:58) Exciting Innovation
(38:30) Bumper Ad
(39:34) Vouch ad
(40:42) Balancing Portfolio Competition
(44:50) Investment Stage Discount
(47:18) What's Misunderstood about WorldCoin
(51:01) Potential of AI & Crypto
(54:09) Lessons Learned from Previous Cycles
(58:56) Revisiting Old Ideas
- -
Resources:
Blockchain Capital
https://www.blockchaincapital.com/blog/doubling-up-while-doubling-down-announcing-our-latest-funds
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/3/2023 • 1 hour, 10 minutes, 24 seconds
Empire Debates: Is Using Binance Negligence?
In today's Empire Debates episode Santi, Tommy, and Ryan dive into several spicy takes. To start things off they discuss the general climate of funds in crypto and how founders are utilizing VC money to pivot project visions. They move on to break down the Binance rumors and discuss the potential struggles the exchange giant may be facing.
- -
Follow Tommy: https://twitter.com/Shaughnessy119
Follow Ryan: https://twitter.com/kukulabanze
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Timestamps:
(00:00) Introduction
(06:31) Fund Returns in Crypto
(19:26) Founders Pivoting on Investor Money
(23:02) Token Treasury Management
(27:07) Binance Rumors & Speculation
(41:26) Investing in a Bear
(52:09) Evaluating Token Cash-flows
(55:20) Advancements of zk Tech
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
10/2/2023 • 1 hour, 10 minutes, 5 seconds
Pudgy Penguins in Walmart and Coinbase Perps Approved | Roundup
In today's episode of Empire Jason and Santi cover the biggest news this week including Coinbase's massive approval for a non-US retail perpetuals trading and Pudgy Penguins invading 2000 Walmarts. They also dive into the market structure of crypto perps and whether Coinbase can claw marketshare. The duo also unpack the Gensler hearing and why AI valuations may be in a local top. They close out this week's RU by discussing locked token deals and how they have impacted projects throughout the space. Thanks for tuning in!
- -
Planning to grant token awards for your team? Toku makes implementing global token compensation and incentive awards simple.
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Make it simple today, at
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- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Discovering Apples & Marathons
(08:35) Global Crypto Climate
(14:32) Pudgy Penguins in Walmart
(21:00) Coinbase Perps Trading
(33:38) Chronicle ad
(34:54) TOKU
(36:07) Gensler Congressional Hearing
(39:14) AI Valuations
(50:13) Locked Token Deals
(56:32) Upcoming Pods
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/29/2023 • 1 hour, 1 minute, 50 seconds
Crypto & Oil Synergy, Leading L2s and zk Implementations | 1000x
In today's episode of 1000x Jonah and Avi are back from a brief hiatus and ready to dive into the biggest movements in the crypto markets. The duo begin by diving into the potential opportunities that lay within crypto and oil and uniquely discuss oil & USDT use-cases for global oil transactions. Turning to crypto, the guys dive into Polygon's significant lead in zk implementations and how Asia based investors are particularly interested in this innovation. To close things out they discuss their market outlooks and why altcoins may struggle to perform.
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(01:33) Jonah's Update
(04:13) From Crypto to Oil
(13:28) Token2049 Reflection
(16:58) Best zkEVM Implementation?
(20:38) Optimism's ROI on Base Chain
(23:14) Telegram Wallet Release
(30:01) Market Outlook
(33:06) Altcoin Avoidance
- -
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
9/28/2023 • 39 minutes, 42 seconds
Wallets and MEV: Decoding Ethereum’s Supply Chain | Matt Cutler, Blocknative
In today's episode of Empire Jason interviews Matt Cutler, CEO & co-founder of Blocknative. They dive deep into the supply chain of blockchains, exploring the various layers of what a transaction actually means on a blockchain network. They discuss the power balances of validators, block builders, relayers, sequencers, and users when considering the supply chain of transactions. They close out the conversation by digging into MEV and how wallets are positioned to capture major value with the adoption of account abstraction and the usage of intents.
- -
Follow Matt Cutler: https://twitter.com/mcutler
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities.
Get started today at https://vouch.us/web3/blockworks
- -
Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs.
- A superior alternative to crypto options for traders
- 30% cheaper and more efficient than traditional tools
- Liquidity providers earn 3-18% real yield on USDC
- Get a share in $250,000 of BUMP rewards for Early Adopters
Visit bumper.fi for more info!
- -
Timestamps:
(00:00) From Early Internet to Ethereum
(05:41) Supply Chain of Eth Transactions
(17:49) Power Struggles & Economics of MEV Layers
(29:09) Business Model of Relays
(44:15) Vouch Ad
(45:24) Bumper Ad
(46:27) Private Transactions and Mempools
(01:01:38) Wallet Value Capture
(01:10:58) Uniswap MEV Market Share
(01:17:50) Ethereum Outlook
- -
Resources
Blocknative
https://www.blocknative.com/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/26/2023 • 1 hour, 21 minutes, 13 seconds
Why Protocols Should Advertise and When to Buy Your Watchlist | Roundup
In today's episode of Empire Jason and Santi are checking-in on their market sentiments. Jason explains how ad-revenue may be a helpful indicator of market sentiment. Santi explores portfolio construction, decision making, and market potential. To finish out the cover the latest news including Blockchain Capital $580M, FTX disclosures, Eclipse SVM L2 Launch, and Paypal pyUSD on Venmo.
- -
Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs.
- A superior alternative to crypto options for traders
- 30% cheaper and more efficient than traditional tools
- Liquidity providers earn 3-18% real yield on USDC
- Get a share in $250,000 of BUMP rewards for Early Adopters
Visit bumper.fi
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
0:00 Sentiment Check
05:11 Ad-Revenue Proxy for Sentiment
16:57 Impact of Marketing
22:15 Evaluating Portfolio
26:31 Decision Making in Bear Markets
38:23 Bumper Ad
39:27 Chronicle Ad
40:43 Blockchain Capital Raises $580M
43:39 Paypal pyUSD on Venmo
45:54 FTX Disclosed
48:28 Eclipse SVM L2 Launch
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/22/2023 • 1 hour, 2 minutes, 5 seconds
Permissionless II Recap: RWAs, DeFi Resurgence, Top Takeaways
After a week filled with panels, keynote speaking, and expo visiting Santi and Jason share their biggest takeaways from the Permissionless 2 conference. They dive into the awakening of the RWA DeFi narrative, regulatory discussions, crypto investment landscape and much more.
- -
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities.
Get started today at https://vouch.us/web3/blockworks
- -
Chronicle Protocol is a novel Oracle solution that has exclusively secured over $10B in assets for MakerDAO and its ecosystem since 2017. With a history of innovation, including the invention of the first Oracle on Ethereum, Chronicle Protocol continues to redefine Oracles. A blockchain-agnostic protocol, Chronicle overcomes the current limitations of transferring data on-chain by developing the first truly scalable, cost-efficient, decentralized, and verifiable Oracles, rewriting the rulebook on data transparency and accessibility.
Learn more about Chronicle Protocol: https://chroniclelabs.org/
Join the Chronicle Labs team: https://chroniclelabs.org/careers#open_roles
- -
Timestamps:
(00:00) Permissionless 2 Reflection
(07:39) Are RWAs Coming?
(13:48) Crypto Investment Landscape
(23:13) Crypto Skepticism
(30:36) Chronicle Ad
(31:53) Vouch Ad
(33:01) Regulation Takeaways
- -
Resources:
Erik Vorhees "Why are we here?"
https://www.youtube.com/watch?v=2XlYSmIlpfs&t=35s
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/19/2023 • 48 minutes, 51 seconds
JPMorgan Crypto Strategy Revealed | Tyrone Lobban
In this episode of Empire, Tyrone Lobban, Head of Onyx Digital Assets from JPMorgan Chase joins us to dive into how traditional financial institutions are adopting onchain capabilities. They explore Onyx digital assets goal, project guardian's aim to unlock institutional access to DeFi, and how JPM views blockchain.
- -
Follow Tyrone: https://twitter.com/TyLobban
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities.
Get started today at https://vouch.us/web3/blockworks
- -
Timestamps:
(00:00) What is Onyx?
(08:43) 4 Aspects of Onyx
(22:10) USDC and Stablecoin Market
(26:24) Project Guardian & DeFi Interaction
(34:24) Vouch ad
(35:34) Rights and Wrongs in Crypto
(42:30) ETF Approval
(47:59) JPMorgan Crypto Buy-in
(49:22) Onyx Hackathon
- -
Resources
Institutional DeFi
https://www.jpmorgan.com/onyx/content-hub/institutional-defi.htm
Digital Identity
https://www.jpmorgan.com/onyx/content-hub/digital-identity-in-web3.htm#second-article
Onyx Digital Assets
https://www.jpmorgan.com/onyx/onyx-digital-assets.htm
JPM Coollateral Settlement
https://www.bloomberg.com/news/articles/2022-05-26/jpmorgan-finds-new-use-for-blockchain-in-collateral-settlement?leadSource=uverify%20wall
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/12/2023 • 54 minutes, 5 seconds
MakerDAO and Visa Adopt Solana, Nima Capital MIA, Spot Ether ETF | Roundup
In today's round-up, Jason and Santi dive into MakerDAO selection of Solana codebase, Visa using Solana for payments, Nima Capital going dark, and recent Spot Ether ETF news. Find out why Solana was selected for Maker's NewChain and how Visa aims to provide merchants transactions at the speed of light.
- -
Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs.
- A superior alternative to crypto options for traders
- 30% cheaper and more efficient than traditional tools
- Liquidity providers earn 3-18% real yield on USDC
- Get a share in $250,000 of BUMP rewards for Early Adopters
Visit bumper.fi
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
00:00 Introduction
05:24 MakerDAO Chain on Solana Codebase
27:50 Bumper ad
28:53 Permissionless
30:17 Visa x Solana Crypto Payments
46:59 Nima Capital Goes Dark
55:16 Spot Ether ETF
59:31 Metamask Sell Feature
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Jason is joined by Rebecca Rettig and Jake Chervinsky in today's special Policy Series episode to tackle the monumental implications of Grayscale ETF decision, Uniswap case dismissal and Tornado Cash indictments. They discuss how these decisions could impact the broader industry and what's coming up next for Bitcoin ETF decisions.
- -
Timestamps:
(00:00) Introduction
(01:37)The Importance of Grayscale ETF Victory
(11:20) “Chainalysis Ad”
(12:24) ETF Consequences & What's Next?
(28:48) Uniswap Case Dismissal
(36:52) Impacts of Decisions
(39:39) Creating a New Asset Class
(41:27) Cravath Paper & Tornado Cash Indictment
- -
Follow Rebecca: https://twitter.com/RebeccaRettig1
Follow Jake: https://twitter.com/jchervinsky
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Chainalysis.
Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases.
For more information, visit www.Chainalysis.com/empire.
- -
Resources:
Grayscale ETF
https://twitter.com/jchervinsky/status/1696544309699363201
https://blockworks.co/news/judges-grayscale-sec-ruling
https://twitter.com/MTCoppel/status/1696856472762683814
Uniswap Case Dismissal
https://blockworks.co/news/uniswap-class-action-dismissed
https://twitter.com/haydenzadams/status/1696991910370411003
Cravath Paper & Tornado Cash
https://twitter.com/Cravath/status/1697693810363351358?s=20
https://twitter.com/RebeccaRettig1/status/1697716451358982364
Crypto Use-cases
thevaluedrop.io
The Blockchain Association
https://theblockchainassociation.org/
https://twitter.com/BlockchainAssn
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/7/2023 • 48 minutes, 58 seconds
Inside Polygon 2.0: Sandeep on L2 Wars and Business Model
In this episode of Empire, Sandeep Nailwal, co-founder of Polygon, elaborates on Polygon 2.0's bold approach to achieving infinite scalability in blockchain networks. Sandeep outlines his thesis for Polygon as not just a scalability solution, but as the foundational "Value Layer of the Internet." The conversation explores various components of Polygon 2.0 including it's innovation of zk EVM, POL Tokenomics, and the 3 pillars for governance. Nailwal also touches on Polygon's strategic partnerships with big brands like Reddit, Nike, and Starbucks, emphasizing their role in accelerating the mass adoption of the network.
- -
Follow Sandeep: https://twitter.com/sandeepnailwal
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities.
Get started today at https://vouch.us/web3/blockworks
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Why Polygon 2.0?
(07:53) Why is ZK the solution?
(25:06) Polygon 2.0 Competition
(28:49) Vouch Ad
(29:58) Permissionless
(31:22) POL Tokenomics
(38:17) 3 Governance Pillars
(43:56) The BD Chain Narrative
(53:11) The Business Model of Polygon
(58:32) Polygon CDK
- -
Resources
Polygon 2.0
https://polygon.technology/blog/introducing-polygon-2-0-the-value-layer-of-the-internet
zkEVM
https://polygon.technology/blog/whats-happening-on-polygon-zkevm-summer-edition
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/5/2023 • 1 hour, 1 minute, 13 seconds
Grayscale ETF Triumph, Uniswap case dismissal, and 10 Brian Armstrong Ideas | Roundup
In today's round-up, Jason and Santi dive into the Greyscale ETF victory and why it matters, the Uniswap case dismissal, and the 10 things Brian Armstrong is most excited to see in crypto. Their conversation digs into why ETFs have deep implications for the space, complexities of P2P markets, Web3 ad verticals, and much much more!
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
10 Things - Brian Armstrong
https://twitter.com/brian_armstrong/status/1696923807855042601?s=20
Greyscale ETF Triump
https://twitter.com/jchervinsky/status/1696544309699363201?s=20
Uniswap - Paradigm Case Dismissal
https://twitter.com/BillHughesDC/status/1696897567500505514?s=20
--
Timestamps:
(00:00) Introduction
(02:45) Grayscale ETF Triumph
(17:06) Why does the ETF Matter?
(31:43) Permissionless
(33:10) Uniswap Case Dismissal
(37:40) Brian Armstrong 10 Things Needed in Crypto
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/1/2023 • 1 hour, 9 minutes, 16 seconds
Empire Debates: L2 Wars, FriendTech, Crypto Regs, Digital Art Movement
In today's special premiere Empire Debate episode, Santiago, Tommy, and Ryan dissect the biggest debates affecting Crypto. They dive into the L2 wars, whether Base needs a token, or if decentralization even matters for mass adoption. Also discussed are ETF approval chances, Crypto regs on the horizon, and NFTs new movement as fine digital art.
- -
Follow Tommy: https://twitter.com/Shaughnessy119
Follow Ryan: https://twitter.com/kukulabanze
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Introduction
(05:38) Narrative Emergence
(12:42) Friend.Tech & Base Adoption Narratives
(16:54) Will Tokens Attract Mainstream Adoption?
(26:56) “Permissionless Promotion”
(28:19) Does Decentralization Matter for Mass Adoption?
(40:47) Ethereum & Bitcoin ETFs
(56:43) Crypto Regulation Impact & Timeline
(1:04:16) NFTs as Fine Digital Art
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
9/1/2023 • 1 hour, 16 minutes, 26 seconds
Web3 Ad Markets Explained | Antonio García Martínez
In this episode of Empire, we're joined by Antonio García Martínez, Founder of Spindle, New York Times best selling author, and tech leader with experience ranging from Facebook to Goldman Sachs. Today's episode delves into the intricate world of advertising, contrasting traditional Web2 paradigms with emerging Web3 possibilities. Learn about the the decentralization of advertising platforms, evolving monetization models, and the ethical implications surrounding data privacy.
- -
Follow Antonio: https://twitter.com/antoniogm
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities.
Get started today at https://vouch.us/web3/blockworks
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Who is Antonio García Martínez?
(06:35) The Facebook Ad Market
(10:41) Sourcing Off-Platform Data
(18:46) The State of the Ad Market
(24:14) Ad Space Landscape
(26:41) Are Web2 Platforms Listening to you?
(29:10) Hardware VS Software Layer
(32:02) The State of Crypto Ad Markets
(36:48) Vouch ad
(37:56) Permissionless Ad
(39:21) Web3 Impact on Ad Markets
(44:32) Ad Marketplaces
(51:25) Web3 Master of Ads
(55:35) How Does Spindl Work?
(01:00:25) Web3 User Tracking
- -
Resources:
Ghostery Pixel Tracking
https://www.ghostery.com/
LumaScape - A visual guide
https://lumapartners.com/lumascapes/
Facebook isn't Listening to you (Antonio Wired Piece)
https://www.wired.com/story/facebooks-listening-smartphone-microphone/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
8/29/2023 • 1 hour, 9 minutes, 23 seconds
Solana & Shopify, Tornado Cash vs DOJ, Coinbase & Circle | Roundup
In today's round-up, Jason and Santi discuss Solana & Shopify's partnership, DOJ's arrest of Tornado Cash's Co-founder, and Coinbase's acquisition of Circle. They explore the collaboration's implications between Solana and Shopify. When discussing the DOJ's arrest of Tornado Cash's Co-founder, they address legal aspects and community impact. Finally, they analyze Coinbase's acquisition of Circle, highlighting strategic significance and revenue potential.
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
FriendTech Links
https://dune.com/austin_adams/friendstech-dashboard
https://twitter.com/friendtech/status/1693745768145063954?s=20
Coinbase Circle
https://www.coinbase.com/blog/ushering-in-the-next-chapter-for-usdc
Solana x Shopify
https://solana.com/news/solana-pay-shopify
David Marcus Article
https://medium.com/@davidmarcus/why-building-a-new-protocol-for-money-is-the-only-way-to-truly-change-the-game-for-people-254c55407e22
--
Timestamps:
(00:00) Introduction
(00:31) Friend.Tech Updates
(13:02) DOJ Arrests Tornado Cash Co-founder
(23:30) Permissionless ad
(24:57) Coinbase & Circle Deal
(35:58) Shopify x Solana Integration
(45:26) Final Thoughts
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Follow 1000x On Spotify: https://spoti.fi/45htDli
Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
On today's episode of 1000x, Avi & Jonah discuss the recent Bitcoin sell-off, perfecting a trading strategy to avoid periods of volatility & key principles for a successful trading strategy.
We then dive deep into crypto's latest hype & potential "perfect use case"... Friend.tech. Arguing that you need to be paying attention, Avi & Jonah weight in on the bull vs bear case for the social media platform. To hear all this & more, you'll have to tune in!
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Timestamps:
(00:00) Introduction
(00:48) Bitcoin Tumbles To $26,000
(09:13) Finding A Trading Process
(17:28) Defining Value In Crypto
(23:01) A Debate On Friend.tech
(36:17) The Financialization Of Friend.tech
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
8/24/2023 • 38 minutes, 31 seconds
Friend.tech Debate: Innovation or Implosion? | Ansem
In today's episode, Ansem joins us to dive into Friend.Tech, Crypto twitter's latest hot narrative. The discussion dives into Friend.Tech, a Base chain native app that allows users to create and trade tokens associated with their online profiles. They explore how Friend.tech enables trading of personal tokens and its potential impact on independent artists, debate its ethical considerations, and future potential of social tokens.
- -
Follow Ansem: https://twitter.com/blknoiz06
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:52) Friend.Tech Explained
(15:24) Friend.Tech Social Betting Model
(22:57) Friend.Tech Bull Case
(26:41) Bear Case
(33:23) Speculation vs Fandom
(37:55) Permissionless ad
(39:23) Social Token Price Manipulation
(45:49) Will Social Tokens Cause Harm?
(48:40) Airdrop Point System
(51:34) BitClout VS Friend.Tech
(53:17) Social Token Exit Plans
(01:00:34) Social Fractionalization
(01:02:42) L2 Wars
(01:09:22) Stock Ownership
(01:16:24) Fan Base Monetization
- -
Resources
Friend.Tech
https://twitter.com/friendtech
https://www.friend.tech/
BitClout
https://bitclout.com/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
8/22/2023 • 1 hour, 22 minutes, 11 seconds
Ending the Modular vs Monolithic Debate | Kyle Samani
We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more!
- -
Timestamps:
(00:00) Introduction
(00:34) The Modular vs Monolithic Debate
(07:43) Bootstrapping Communities
(09:17) A Case for Rollups and Appchains
(15:33) The Value of Composability and Globally Shared State
(23:22) Crypto’s Moats, Meat Space and the Saga Phone
(28:38) Don’t Sleep on DePIN
(45:11) Spatial Computing and New Form Factors
(53:42) Kyle’s Thinking Process
(57:49) Zero Knowledge Proof Use Cases
(01:04:21) How Kyle Cultivated His Communication Style
(01:06:03) Advice for Founders
- -
Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice.
- -
Follow Kyle: https://twitter.com/KyleSamani
Follow Mert: https://twitter.com/0xMert_
Follow Garrett: https://twitter.com/GarrettHarper_
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Resources:
Multicoin Capital
https://multicoin.capital/
Unlocking Payments Over Crypto Rails
https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/
Stratechery (Ben Thompson)
https://stratechery.com/
- -
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.
8/18/2023 • 1 hour, 9 minutes, 29 seconds
Solana’s Ultimate Vision | Anatoly Yakovenko
Anatoly joins us to discuss why Solana is uniquely designed to utilize ever-increasing bandwidth and compute. We cover Solana's core thesis, how blockchains benefit from hardware improvements, the fundamental flaws of L2s, Anatoly's favorite applications, decentralization and more! Anatoly is a legend, you don't want to miss this one!
- -
Follow Anatoly: https://twitter.com/aeyakovenko
Follow Mert: https://twitter.com/0xMert_
Follow Garrett: https://twitter.com/GarrettHarper_
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Solana’s Core Thesis
(10:40) The Scaling Bottleneck
(13:58) Do All Blockchains Equally Benefit From Hardware Improvements?
(17:57) Pros and Cons of Parallel Execution
(21:12) The Realities of Decentralization
(24:43) Solana’s Design Moat
(28:10) Permissionless ad
(29:37) The Fundamental Tradeoffs of L2s
(44:12) How Should Solana Approach Business Development?
(48:12) The Role of Solana Labs and the Solana Foundation
(49:47) The Compressed NFT Opportunity
(53:31) We Need to Fix DAO Governance
(55:14) Anatoly’s Metric of Success for Solana
(57:58) Why Anatoly Hasn’t Left Crypto
(01:00:03) Why an Average Joe Would Use Solana
(01:01:39) Rapid Fire
- -
Resources
Endgame: Proof of Governance by Jon Charbonneau
https://www.youtube.com/watch?v=toPd1vgHjVE&t=0s
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
8/15/2023 • 1 hour, 15 minutes, 38 seconds
The Future of Stablecoins | Bell Curve Roundup
This week we're excited to bring you the Round Up episode from our Bell Curve Podcast, a show where we breakdown the most important themes in crypto. In today’s episode, Mike and Michael discuss all things Stables and more! The guys kick things off with PayPal, discussing their PYUSD Stablecoin launch and what it means for the wider ecosystem and future Stablecoin market structure. We then take a closer look at Coinbase’s Q2 earnings, before touching on future Rollup value accrual. We then close with a Ripple update, Cantina (Web3’s security marketplace), the endgame for Stablecoins, and more!
- -
Timestamps:
(00:00) Introduction
(02:28) PYUSD: PayPal stablecoin
(07:37) Future Stablecoin Market Structure
(11:31) Coinbase Update
(24:39) Portnoy's Barstool Sports $1 Buy Back
(26:10) Rollup Value Accrual
(44:43) Ripple XRP Update
(50:04) Web3 Security Marketplace: Cantina
(55:10) News-to-price Incongruities
(58:15) The Stablecoin Endgame
- -
Follow Michael: https://twitter.com/im_manderson
Follow Mike: https://twitter.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
--
Research, news, data, governance and models – now, all in one place. As a listener of Bell Curve, you can use code "BELLCURVE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Resources:
PYUSD: PayPal stablecoin:
https://www.paypal.com/us/digital-wallet/manage-money/crypto/pyusd
Coinbase earnings:
https://blockworks.co/news/crypto-stocks-stumble-earnings
- -
Disclaimer: Nothing said on Empire or Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
8/11/2023 • 1 hour, 2 minutes, 27 seconds
Crypto Is Entering A Paradigm Shift | 1000x
Follow 1000x On Spotify: https://spoti.fi/45htDli
Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw
Follow 1000x On YouTube: https://bit.ly/3DNc5C6
--
On today's episode of 1000x, Avi & Jonah discuss the major shift happening in crypto markets. As green shoots emerge across the industry, are there signs of liquidity beginning to return?
We also deep dive into the performance of crypto hedge funds throughout 2023, how a Bitcoin ETF would open up a "gateway of liquidity" and PayPal's stablecoin launch. To hear all this & more, you'll have to tune in!
--
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Referenced In The Show:
PayPal launches stablecoin tied to the US dollar, issued on Ethereum: https://blockworks.co/news/paypal-launches-stablecoin
--
Timestamps:
(00:00) Introduction
(02:26) How Have Crypto Hedge Funds Performed In 2023?
(05:52) Has Bitcoin Dominance Peaked?
(07:56) Alt Coin Season & The Bitcoin ETF
(12:28) Re-Thinking The Multi Chain Thesis
(19:38) PayPal Launches A Stablecoin
(24:50) Tether
(29:48) From Crypto To Crude Oil
--
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
8/10/2023 • 32 minutes, 54 seconds
The Blockworks Origin Story | Michael & Jason
In today's episode, the tables have flipped. Santi & Michael interview Co-founders of Blockworks Michael and Jason. They dive into the Blockworks origin story, from conception, surviving COVID, the hiring difference, and the evolving thesis for Blockworks growth & trajectory.
- -
Follow Michael I: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Michael A: https://twitter.com/im_manderson
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) The Blockworks Start
(08:20) Entrepreneur Mindset Origination
(11:42) Determining Product Categories
(19:18) The COVID Pivot
(24:12) Competitive Landscape
(30:26) The Hiring Difference
(34:36) Cycle Sentiment Check-in
(39:24) Aligning Teams in Crypto
(43:37) Target Audience
(47:04) Permissionless
(48:30) Evolving Thesis Approach
(57:03) Narrative Pulse Check-in
(01:00:02) Crypto's Killer App
(01:02:38) Why Back Blockworks?
(01:13:11) The Biggest Mistake
(01:16:16) DAO Bullishness
(01:23:12) Staying Interested Advice
- -
Resources
Go to Permissionless
https://blockworks.co/event/permissionless-2023
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
8/8/2023 • 1 hour, 32 minutes
Why VC is Dumb Money, OpenSea Token, and The NFT Comeback | Nick Tomaino
In today's episode, Nick Tomaino, GP of 1confirmation, joins Santiago and Jason. They dive into why the Next Gen L1 Thesis is wrong, Opensea token launch, VC issues, and his thesis for NFTs moving forward.
- -
Follow Nick Tomaino: https://twitter.com/NTmoney
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Carbon.
Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Check out Carbon today at https://www.carbondefi.xyz/.
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Why Crypto VC is Dumb Money
(08:06) Narrative Investing
(17:48) The Key to VC Success
(23:10) Bull Case for Prediction Markets
(31:40) Carbon Ad
(32:59) Permissionless
(34:24) The NFT Thesis
(44:19) NTS & RWAs
(49:02) NFT Fractionalization
(54:52) The Future of Open Sea
(01:00:04) Coinbase and Wallstreet
(01:04:15) Timeline for Mainstream Adoption
(01:12:25) 2024 US Election Outlook
- -
Resources
Polymarket
https://polymarket.com/
https://twitter.com/Polymarket
The Scapegoat by Rene Girard
https://www.amazon.com/Scapegoat-Ren
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
In today's episode Dan and Sam are joined by host of Bell Curve Podcast & Blockworks Co-Founder Michael and Blockworks research analyst Matt. The team dives into their key takeaways of the EthCC and converse on zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and much more!
- -
Follow 0xResearch on YouTube: https://bit.ly/3foDS38
Subscribe to 0xResearch on Apple: https://apple.co/3SNhUEt
Subscribe to 0xResearch on Spotify: https://spoti.fi/3NlP1hA
- -
Follow Michael: https://twitter.com/MikeIppolito_
Follow Sam: https://twitter.com/swmartin19
Follow Dan: https://twitter.com/smyyguy
Follow Matt: https://twitter.com/MattFiebach
Follow Blockworks Research: https://twitter.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/
--
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Resources
Alex Blania Interview
spoti.fi/3BuCzab
https://apple.co/3W94QN6
https://youtu.be/ImPvUOwFR68
McHenry Bill Derailing
https://blockworks.co/news/house-stablecoin-markup
Vitalik Buterin - A history of account abstraction
https://www.youtube.com/watch?v=iLf8qpOmxQc
LayerZero
https://layerzero.network/
—
Timestamps:
(00:00) Introduction
(02:27) EthCC Vibe Check
(09:30) Discussions on zkEVM Problems
(15:11) Takeaways for Interoperability
(23:52) The Bull Case for Centralized Builders
(39:49) Enshrining Eigen Layer in Ethereum Protocol
(46:21) Are Scaling Solutions Too Much?
(55:01) Lido Bribe Mechanism
(59:45) Web2 at EthCC
(01:01:55) Permissionless Discount
(01:03:19) What Does Institutional Adoption Look Like?
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/28/2023 • 1 hour, 9 minutes, 5 seconds
Will AI Agents Use Crypto? | Qiao Wang
In today's episode, Jason is joined by Qiao Wang, Partner at Alliance DAO. They start today's episode by sentiment checking the market, reflecting on the current building landscape, and the types of founders and projects currently raising funds. They wrap up the show by diving into the intersection of Crypto & AI, decentralizing AI, and consumer crypto AI products.
- -
Follow Qiao Wang: https://twitter.com/QwQiao
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Carbon.
Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Check out Carbon today at https://www.carbondefi.xyz/.
- -
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Timestamps:
(00:00) Bear Market Sentiment Check
(08:23) The Stages of a Bear Market
(13:19) What Buildoors are Building
(18:50) What Layer has the Buildoors?
(21:55) Types of Founders
(29:44) Characteristics of a Successful Founder
(33:47) Where Web3 Innovation is
(37:03) Permissionless ad
(38:28) Carbon ad
(39:47) Is AI on the Gartner Hype Cycle?
(43:07) The Intersection of AI
(50:06) Decentralizing AI
(59:41) Is There a Crypto Element for AI?
(01:05:43) Consumer Crypto & AI Products
- -
Resources
Alliance DAO
https://twitter.com/alliancedao
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
In today's episode special edition cross-over episode Jason and Santi are joined by Michael, Co-founder at Framework Ventures and Co-host of the Bell Curve podcast. They cover EthCC Account Abstraction takeaways, Infinex, UniswapX, Chainlink CCIP & LayerZero, the VC landscape and MUCH much more.
- -
This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets.
Go to Kwenta.io and start trading today!
--
This episode is brought to you buy Thales.
Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting:
https://thalesmarket.io/?mtm_campaign=blockworks
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
UniswapX
https://twitter.com/Uniswap/status/1680955621343129600
Infinex
https://twitter.com/DefiantNews/status/1679838219201028097
Chainlink CCIP
https://twitter.com/chainlink/status/1680970793331613697
Celo Move to L1
https://blockworks.co/news/celo-return-home-ethereum
--
(00:00) EthCC
(03:46) Account Abstraction & Crypto UX
(06:48) Infinex: The CEX Killer?
(10:25) UniswapX Release
(17:19) Chainlink CCIP
(27:43) LayerZero vs Chainlink
(31:04) Policy Episode Takeaways
(36:23) Thales
(37:19) Kwenta
(38:15) CoinDesk Acquired
(41:25) Sequoia Shakes Up Crypto Arm
(48:24) Crypto VC Competitive Landscape
(52:16) Crypto VC Strategies & Investment Practices
(01:03:13) Most Important Factor for L1s
(01:12:43) Celo Transition to Ethereum L2
—
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/21/2023 • 1 hour, 22 minutes, 18 seconds
Policy Series: The Ripple Effect | Rebecca Rettig, Jake Chervinsky
Join Santi and guests Rebeca Rettig and Jake Chervinsky in today's special Policy Series episode as they discuss the landmark Ripple case and its monumental impact. Explore the implications for future legislation, token sales practices, decentralization & governance, and get updates on MiCA & EU regulations.
- -
Timestamps:
(00:00) Introduction
(01:24) Landmark Ripple Case
(14:00) Verdict Impact on Industry Financing
(19:08) What's Next for Ripple Case?
(24:35) Influence on Future Legislation
(28:36) Token Sales in Practice
(38:31) Decentralization & Governance
(48:57) Digital Asset Market Structure Proposal
(56:25) Updates on MiCA & EU
(01:01:18) Call Your Representatives
(01:09:02) Futures Curve
(01:15:07) Recession Risk
- -
Follow Rebecca: https://twitter.com/RebeccaRettig1
Follow Jake: https://twitter.com/jchervinsky
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Chainalysis.
Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases.
For more information, visit www.Chainalysis.com/empire.
- -
Resources
Crypto Usecases
thevaluedrop.io
The Blockchain Association
https://theblockchainassociation.org/
https://twitter.com/BlockchainAssn
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/20/2023 • 1 hour, 7 minutes, 21 seconds
The Bear Case for Risk Assets | 1000x
In today's episode of 1000x, Avi & Jonah explore the bear case despite the XRP rally. Also discussed are the impact of XRP versus ETF news, Ripple effect on Alt Market, the multi-chain thesis, on-chain RWAs, and much more!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(02:17) Market Sentiment Check-in
(06:40) Market Insights From News
(12:18) Impact of XRP vs ETF News
(17:19) Ripple Effect on Alt Market
(22:18) Is Multi-chain the Future?
(26:35) Are Useful On-chain RWAs Here?
(32:19) The Bear Case for Risk Assets
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Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
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- -
Resources:
XRP (Ripple) Case News
https://blockworks.co/news/traders-profit-cautious-markets-ripple
Figure Technologies (RWAs On-Chain)
https://twitter.com/Figure
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Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
7/20/2023 • 38 minutes
Pudgy Penguins Path to Legacy Brand & IP Powerhouse | Luca Netz
In today's episode, Jason is joined by Luca Netz, CEO of Pudgy Penguins, to discuss his journey, Pudgy Penguins' business model, IP Houses, Brand Licensing, and Pudgy Penguins future.
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Follow Luca Netz: https://twitter.com/LucaNetz
Follow Jason: https://twitter.com/JasonYanowitz
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- -
This episode is brought to you by Carbon.
Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Check out Carbon today at https://www.carbondefi.xyz/.
- -
This episode is brought to you by Synthetix.
This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees.
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Timestamps:
(00:00) Who is Luca Netz?
(04:35) Buying Pudgy Penguins
(10:47) Pudgy Penguins' Business Model
(25:16) Pudgy Penguins as an IP House
(31:44) Carbon Ad
(33:03) Synthetix Ad
(34:43) Monetization & NFT Bear Markets
(38:22) Confidence In NFT Projects
(44:23) The Future of Pudgy Penguins
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Resources
Pudgy Penguins
https://twitter.com/pudgypenguins
https://www.pudgypenguins.com/
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/18/2023 • 50 minutes, 47 seconds
The Reboot | Uncommon Core 2.0 with Hasu and Jon Charbonneau
Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup!
__
In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.
__
Timestamps:
(00:00) Intro
(02:42) Interview start
(03:44) Jon's work week
(08:04) ChatGPT & writing
(10:57) Jon's start in crypto
(14:45) How to pick things to work on
(17:08) Outsider's perspective on crypto
(19:05) Jon's research process
(22:00) Jon's proudest moment in crypto
(23:06) Crypto Infrastructure overview
(29:58) Why crypto infrastructure is interesting
(35:57) Rollup decentralization overview
(42:44) Challenges decentralizing the sequencer
(47:46) Ethereum vs Cosmos approach to governance & decentralization
(53:35) User ability to opt out
(56:37) Staking vs. governance deciding sequencers
(01:08:31) L3s
(01:13:34) Superchain
(01:16:38) Summary of rollup decentralization
(01:21:08) Outro
__
Hasu - https://twitter.com/hasufl
Jon Charbonneau - https://twitter.com/jon_charb
UCC2 - https://twitter.com/UCC2_xyz
Website - https://ucc2.xyz
__
Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.
7/17/2023 • 1 hour, 22 minutes, 6 seconds
Landmark Ripple & SEC Case: XRP Not a Security (maybe) | Roundup
In today's episode, Jason and Santiago dive into Ripples landmark victory over the SEC, Celsius CEO's arrest, the first smart contract exploit criminal case, On-chain RWAs, and Coinbase's Wallet-to-wallet messaging.
--
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
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- -
This episode is brought to you by QuickNode.
QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
--
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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Resources
Solana Hacker
https://cointelegraph.com/news/new-york-prosecutor-charges-hacker-over-exploit-of-solana-dex
SEC Ripple Lawsuit
Ripple Determination
Celsius CRO Notes
https://twitter.com/tier10k/status/1679486245754535936?s=20
--
Timestamps:
(00:00) Federal Judge Sides with Ripple
(17:09) Alex Mashinsky Charged with Fraud
(20:41) First Ever Smart Contract Exploit Criminal Case
(24:12) Patek Philippe NFT & RWAs On-Chain
(37:20) Quicknode ad
(39:09) Permissionless ad
(40:34) Coinbase Wallet-to-wallet Messaging
(46:10) Google Play to Earn Crypto
--
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/14/2023 • 53 minutes, 31 seconds
Superstate: Unlocking On-Chain RWAs | Rob Leshner
In today's episode, Jason is joined by Rob Leshner, former founder of Compound, to discuss his newly created venture Superstate. We cover the challenges & impacts of bringing RWAs on-chain, the go-to-market strategy and competitive landscape for Superstate, and the upcoming battleground for stablecoins.
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Timestamps:
(00:00) What is Superstate
(08:06) Challenges of bringing RWAs on-chain
(18:27) Impact of Trad Assets on Crypto
(28:52) Quicknode ad
(30:39) Carbon Ad
(32:18) Superstate Raise & Competitive Landscape
(38:07) Legal Challenges of Superstate GTM
(41:24) Taking on Stablecoins & Token Model
(47:48) Exploring On-Chain KYC
(51:31) Business Model & Founding a Company
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Follow Rob Leshner: https://twitter.com/rleshner
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Carbon.
Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI.
Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play:
Click this Carbon link: https://bit.ly/43Vo2AB
Create a new Carbon strategy
Boom. You're eligible to win USDC rewards based on the performance of your strategy
- -
This episode is brought to you by QuickNode.
QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
Resources
Superstate Website
https://superstate.co/
https://twitter.com/superstatefunds
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/11/2023 • 59 minutes, 34 seconds
Larry Fink Just Ignited BTC's Institutional Adoption Narrative | Roundup
In today's episode, Jason and Santiago discuss institutional impacts on crypto including BlackRock CEO Larry Fink's comments on Bitcoin as digital gold and Coinbase ETF rally affect. We also cover the NFT market capitulation, Blur scapegoating, Lido treasury conversion, and the excitement around Permissionless.
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Timestamps:
00:00 Introduction
3:10 Threads: The Twitter Killer?
13:41 Larry Fink on BTC as Digital Gold
21:09 Coinbase ETF Rally
26:50 NFT Capitulation: Is Blur a scapegoat?
37:43 Lido Converts Ethereum Treasury
40:30 Permissionless & Crypto Conferences
- -
Follow Santi: https://twitter.com/santiagoroel
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- -
Resources
Adam Mosseri on ActivityPub Support
https://www.threads.net/t/CuRtcYTNY3J/
Blur Founder: Why Optimizing for Creators is a Bad Strategy
https://blockworks.co/podcast/empire/76db49fe-b1b0-11ed-97b4-1ff56c36f1b8
Blend: Unlock The Value of Your NFTs | Pacman, Blur
https://blockworks.co/podcast/empire/bc263054-e9a6-11ed-b6cc-e309579281c5
Bell Curve: The End Game for Liquid Staking | S5 Premiere
https://blockworks.co/podcast/bellcurve/51960928-1a55-11ee-b504-7700561a4789
--
Research, news, data, governance and models – now, all in one place. As a listener of Empire, you can use code "EMPIRE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/7/2023 • 47 minutes, 19 seconds
How to Analyze the ETH:BTC Trade | 1000x
In today's episode of 1000x, Jonah and Avi discuss markets and trading ETH:BTC. We also cover our worst trades and what we learned, why OG DeFi tokens pumped, how most NFTs resemble brands (not art), trading a BTC ETF approval, the setup for the next bull run and more!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(02:56) Our Worst Trades and Lessons from History
(17:18) Addressing Crypto Naysayers
(19:23) The OG DeFi Token Pump
(24:51) Why Are You Bullish NFTs?
(35:01) What Happens to ETH:BTC if an ETF is Approved?
(43:40) The Setup for a Bull Run in 24/25
- -
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
The Great Game
https://www.amazon.com/Great-Game-Emergence-Street-1653-2000/dp/0743200438/
The Alchemy of Finance
https://www.amazon.com/Alchemy-Finance-George-Soros-ebook/dp/B0BHR5B749
Baruch My Own Story
https://www.amazon.com/Baruch-My-Own-Story-Bernard/dp/163823289X/
The Prize
https://www.amazon.com/The-Prize-Daniel-Yergin-audiobook/dp/B001GX9W5Y
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
7/6/2023 • 46 minutes, 26 seconds
A Historian's Take on the Bear Market | Josh Rosenthal
Today we are joined by Josh Rosenthal to learn how history predicts crypto's future. We discuss how history's revolutions shaped our beliefs and culture, what happens when technology outpaces society, what's next for crypto, why increased volatility is coming and more!
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Timestamps:
(00:00) Technology Drives History
(07:11) How the Renaissance Changed Everything
(13:41) Global Revolutions: The Domino Effect
(33:26) Carbon Ad
(35:08) The SEC’s Clampdown Contextualized by History
(57:44) How Crypto Will Shape Society
(01:12:30) Incoming Chaos and Managing Volatility
- -
Follow Josh: https://twitter.com/JoshuaRosenthal
Follow Jason: https://twitter.com/JasonYanowitz
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI.
Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play:
Click this Carbon link: https://bit.ly/43Vo2AB
Create a new Carbon strategy
Boom. You're eligible to win USDC rewards based on the performance of your strategy
- -
Resources
Josh Rosenthal on Empire (The Crypto Renaissance, May 2021)
https://spoti.fi/3NLnh8c
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
7/4/2023 • 1 hour, 25 minutes, 59 seconds
Should I Buy a Punk? | Roundup
In today's episode, Jason and Santiago discuss if now is the time to buy a Punk! We also cover our takeaways from the Punk6529 interview, how to pick which NFT to buy, NFT business models, Santi's view on the current investing/fundraising environment, the Prime Trust debacle and more.
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Timestamps:
(00:00) Introduction
(00:31) Punk6529 Interview Takeaways
(06:16) Is Now the Time to Buy a Punk?
(021:24) “Blockworks Research Ad”
(22:56) Azuki’s “New” Collection & NFT Business Models
(27:43) Santi on Crypto Fundraising/Investing
(42:32) The Prime Trust Debacle
(49:59) Superstate: Rob Leshner’s New Company
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Punk6529: Why Crypto Matters
https://spoti.fi/3JDghrv
--
Research, news, data, governance and models – now, all in one place. As a listener of Empire, you can use code "EMPIRE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
--
Use code PODS20 to get 20% off Permissionless 2023 in Austin:
https://blockworks.co/event/permissionless-2023
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/30/2023 • 54 minutes, 44 seconds
Punk6529: Why Crypto Matters
We are joined by Punk6529 to discuss how NFTs and Web3 rails will shape our digital lives. We cover the evolution of the metaverse, why we need permissionless protocols, the need for digital ownership, why 6529 bought The Goose and loves generative art, community-owned NFTs and more!
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Timestamps:
00:00 Defining the Metaverse
13:53 Why We Need Permissionless Protocols
36:48 The Value of Digital Ownership
53:38 Thales ad
54:33 Carbon Ad
56:13 NFT Deep Dive
01:08:54 The Pushback on NFTs
01:13:32 The Goose & Generative Art
01:30:11 Punk 6529’s Museum
01:46:18 Community-Owned NFTs and Punk 6529’s Fund
01:56:58 Thoughts on Punks, CryptoDickbutts and the NFT Future
- -
Follow Punk6529: https://twitter.com/punk6529
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI.
Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play:
Click this Carbon link: https://bit.ly/43Vo2AB
Create a new Carbon strategy
Boom. You're eligible to win USDC rewards based on the performance of your strategy
- -
This episode is brought to you by Thales.
Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting https://thalesmarket.io/mtm_campaign=blockworks today!
- -
Resources
"The Goose" Twitter thread
https://twitter.com/punk6529/status/1669733924317143042
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/27/2023 • 2 hours, 9 minutes, 36 seconds
Trading Crypto's Reflexive Markets and Mispriced Volatility | 1000x
In today's episode of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(01:04) How to Spot Mispriced Volatility
(16:34) Evaluating the GBTC Trade
(24:13) Blackrock’s BTC ETF Filing
(28:02) What’s Going on with Alts?
(33:02) The Bifurcation of Crypto
(38:40) Reflexivity and Macro Bullishness
(41:52) Pre-Positioning Telegraphed Events
(44:25) Miners are Pivoting to AI
- -
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
6/24/2023 • 54 minutes, 33 seconds
How BTC's Rally Could Kickstart Crypto's Flywheel | Bell Curve
In today's episode, the fellas discuss what a Blackrock BTC ETF would mean for crypto, why you should watch BTC's dominance, if NFTs will make a comeback, Binances L2 and more!
- -
Timestamps:
(00:00) Introduction
(02:24) BTC ETF Filings & The Clash of Narratives
(24:33) “Valora Ad”
(25:31) Who Will Trade on EDX Markets?
(33:11) SAP’s Announcement: Cross-Border USDC Payments
(40:49) The Ethscriptions Thesis
(45:46) Will NFTs Make a Comeback?
(52:02) Binance’s L2 Announcement
- -
Follow Michael: https://twitter.com/im_manderson
Follow Mike: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Vance: https://twitter.com/pythianism
Subscribe on YouTube: https://bit.ly/3R1D1D9
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Subscribe on Spotify: https://spoti.fi/3cpKZXH
- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources:
SAP USDC blog post
https://blogs.sap.com/2023/06/15/cross-border-payments-made-easy-with-digital-money-experience-the-future-today/
- -
Disclaimer: Nothing said on Bell Curve or Empire 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
6/23/2023 • 55 minutes, 21 seconds
How to Discover Crypto's Next Narrative Using Onchain Activity | Icebergy
00:00 Icebergy's Crypto Story
4:23 Finding Narratives from On-Chain Activity
11:17 Trading Tokens in Solana's Eco
14:24 Why Trade in Crypto vs Traditional Markets?
18:12 DeFi’s Underperformance
22:19 Evolving Investment Styles and Frameworks
40:39 Thales Ad
41:35 Carbon Ad
43:14 Inter-Rollup Competition
48:53 The Most Understood Thing in Crypto
50:26 What Could Revitalize DeFi?
58:12 Web3 Social Media and Social tokens
01:07:17 Why We Crypto
6/20/2023 • 1 hour, 21 minutes, 37 seconds
Uniswap v4: The Start of a DeFi Super App
In today’s episode, the team debates the launch of Uniswap v4! We explore the details of Uniswap v4, what this means for the future of Curve and other AMMs, as well as looking at the fee switch debate and how the industry could look to implement an interoperability standard.
--
Timestamps:
(00:00) Introduction
(04:13) Uniswap’s Origin Story and Product Journey
(12:19) “Valora Ad”
(13:14) Uniswap v4: The Design and Opportunity
(32:58) How Will This Impact Curve and Other AMMs?
(36:15) Should Uniswap Launch an AppChain?
(41:00) The Fee Switch Debate
(44:05) Did Uniswap Copy-Pasta?
(47:15) Crypto Needs an Interoperability Standard
(55:04) Liquidity Migration from v3 to v4
--
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- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources:
Article on Uniswap’s history:
https://blog.uniswap.org/uniswap-history
Hyperstructure article:
https://jacob.energy/hyperstructures.html
Cosmos episode:
https://spoti.fi/3NbI0Ax
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/16/2023 • 1 hour, 13 seconds
Policy Series: It's Time To Go On Offense | Rebecca Rettig, Jake Chervinsky
Today we are joined by Rebecca Rettig and Jake Chervinsky to discuss the SEC's attack on crypto and how the industry needs to respond. Rebecca and Jake explore the SEC lawsuits, the McHenry-Thompson Bill, their expected US regulation timeline, DC's sentiment and more! Regulation and policy are becoming must-know topics for crypto participants, and this is your go-to source for everything you need to know. This is the second episode in an ongoing regulatory and policy series with Jake and Rebecca!
- -
Timestamps:
(00:00) Introduction
(00:53) The SEC Lawsuits: What’s Next?
(10:53) “Chainalysis Ad”
(11:57) The SEC Lawsuits: What’s Next?
(16:02) We Need a Use Case to Show Regulators
(21:06) The McHenry-Thompson Bill
(38:23) Unprecedented Action by the SEC
(45:47) MiCA, Global Legislation and the US’s Timeline
(54:10) Non-Custodial Tax Reporting
(56:18) DC's Sentiment: FTX Still Lingers
- -
Follow Rebecca: https://twitter.com/RebeccaRettig1
Follow Jake: https://twitter.com/jchervinsky
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Chainalysis. Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases. For more information, visit www.Chainalysis.com/empire.
- -
Resources:
The Blockchain Association
https://theblockchainassociation.org/
https://twitter.com/BlockchainAssn
Polygon
https://polygon.technology/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Today we are joined by Avichal Garg and Haseeb Qureshi to explain their investment frameworks and why their crypto thesis hasn't changed. We talk about the US crypto exodus, mental models for investing, why TAM (total addressable market) is useless, investing in private vs public markets, what crypto got wrong and more!
- -
Timestamps:
(00:00) The SEC, Binance and Coinbase: We Ripped the Bandaid Off
(09:38) How Does This Affect Your Investment Decisions?
(17:00) Mental Models for Investing
(20:44) Value Creation vs Value Capture
(23:33) Why TAM is Meaningless
(28:19) Crypto’s Most Important Applications
(31:06) How to Evaluate a Projects Potential
(35:15) Bullish Decentralized vs Centralized Projects?
(43:48) Thales ad
(44:44) Carbon Ad
(46:26) The Investment Environment, Layoffs and Shrinking Runways
(01:06:01) Startups vs Liquid Tokens
(01:11:38) What Crypto Got Wrong
(01:16:53) Value Accrual: Should Protocols Flip the Fee Switch?
- -
Follow Avichal: https://twitter.com/avichal
Follow Haseeb: https://twitter.com/hosseeb
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI.
Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play:
Click this Carbon link: https://bit.ly/43Vo2AB
Create a new Carbon strategy
Boom. You're eligible to win USDC rewards based on the performance of your strategy
- -
This episode is brought to you by Thales.
Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting https://thalesmarket.io/?mtm_campaign=blockworks today!
- -
Resources
Electric Capital
https://www.electriccapital.com/
https://twitter.com/ElectricCapital
Dragonfly
https://www.dragonfly.xyz/
https://twitter.com/dragonfly_xyz
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/13/2023 • 1 hour, 30 minutes, 54 seconds
The SEC's Attack On Crypto: Binance Stumbles, Coinbase Fights Back | Roundup
In today's episode, Jason and Santiago discuss the SEC's attack on crypto. We discuss the differences between the Coinbase and Binance lawsuits, tokens as securities, how regulation will impact US crypto innovation and more. We also discuss Louis Vuitton's new NFTs, Arbitrum FUD and the Apple Vision Pro!
- -
Timestamps:
(00:00) Introduction
(02:12) The SEC Oversteps: Binance and Coinbase
(42:41) “Valora Ad”
(43:35) Louis Vuitton Launches Soul Bound NFTs
(52:25) Arbitrum Bug, Apple Vision Pro & Recommendations
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources
Binance employee chatlogs
https://twitter.com/adamscochran/status/1666473028610408450?s=20
Fundamental Difference’ Between SEC’s Binance, Coinbase Suits
https://blockworks.co/news/coinbase-binance-suits-different
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/9/2023 • 1 hour, 4 minutes, 50 seconds
Mike Novogratz on Crypto's Outlook, Trading & Storytelling | 1000x
In today's episode of 1000x, we are joined by Mike Novogratz, legendary trader and founder of Galaxy Digital. We talk about how Mike built an intuition for markets, how to synthesize trades, crypto's outlook, macro policy expectations, Mike's favorite trade and more!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(00:55) Developing an Intuition for Markets
(03:25) How to Synthesize Trading Opportunities
(07:17) Trading Crypto vs Macro: Similarities and Differences
(11:42) Maintaining Conviction in Crypto
(18:27) Crypto’s Most Interesting Opportunities
(20:51) The Relationship Between BTC and Monetary/Fiscal Policy
(30:41) Retail Adoption: Crypto Needs More Storytellers
(37:19) Why Mike Started Galaxy
(39:40) Favorite Trade of All Time
(42:37) When to Sell vs Hold
(48:22) Investing in Your Community and Making an Impact
- -
Follow Mike: https://twitter.com/novogratz
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
DRW
https://drw.com/
https://twitter.com/DRWTrading
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
6/8/2023 • 51 minutes, 22 seconds
The Sovereign Rollup Thesis & Inevitability of Modular Tech Stacks | Mustafa Al-Bassam (Celestia), Preston Evans (Sovereign)
Today we are joined by Preston Evans and Mustafa Al-Bassam to discuss the sovereign rollup thesis. We discuss social vs technical sovereignty, the Sovereign SDK, why light clients are critical to scale, limitations of optimistic rollups, value accrual in a modular world and more!
- -
Timestamps:
(00:00) Rollup Designs
(05:40) Social Sovereignty vs Technical Sovereignty
(09:58) Why Does the Rollup Debate Matter?
(18:09) Limitations of the EVM
(20:39) A Blockchains 3 Core Tasks
(24:21) Thales
(25:18) Security Guarantees & the Benefit for Users
(32:21) Modular Inevitability & Breaking the Layer One Loop
(42:34) Why Preston is Bearish on Optimistic Rollups
(46:00) Value Accrual and Moats
(53:40) Sovereign’s Alpha Release & Celestia’s Mainnet Incoming
- -
Follow Preston: https://twitter.com/prestonevans__
Follow Mustafa: https://twitter.com/musalbas
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Thales. Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting https://thalesmarket.io/?mtm_campaign=blockworks today!
- -
Resources
Celestia
https://celestia.org/
https://twitter.com/CelestiaOrg
Sovereign
https://www.sovereign.xyz/
https://twitter.com/sovereign_labs
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/6/2023 • 57 minutes, 58 seconds
Santi Announces He's Building A Crypto Bank | Roundup
In today's episode, Jason and Santiago discuss their outlook on the bear market, why Lido FUD is overblown, Animoca's red flags to watch, the SEC's show of weakness and Santi's big announcement (he's building a new crypto bank!).
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Timestamps:
(00:00) Introduction
(02:38) Why This Bear Market Seems So Dark
(13:47) Santi Announces He's Building a Crypto Bank
(24:54) “Valora Ad”
(25:49) Lido FUD
(33:34) Animoca's Red Flags
(43:16) The SEC Shows Weakness
(47:53) Book/Show Recommendations
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources:
Animoca
https://www.animocabrands.com/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
6/2/2023 • 51 minutes, 40 seconds
MakerDAO's Endgame: The Boldest Gamble in Crypto History | Rune Christensen
Today we are joined by Rune Christensen to discuss MakerDAO's Endgame. The Endgame is MakerDAO's roadmap to create the world's most widely used stablecoin. We discuss how Maker has evolved since 2015, MKR's underperformance, the 5 phases of the Endgame, what could go wrong and more!
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Timestamps:
00:00 MakerDAO's History: From Creation to Today
08:51 Codifying Rules to Scale
19:36 MKR’s Underperformance vs DAI’s Growth
24:36 Quicknode
26:25 Phase 1: Rebranding, New Tokens, Farming
37:37 Phase 2: SubDAOs, RWA Collateral & Tokenomics
55:59 Phase 3: Implementing AI
01:01:20 Phase 4 & 5: Voting Rewards and a Special Purpose Blockchain
01:05:40 The Bear Case
01:10:10 Allocator DAOs and Internalizing Value
- -
Follow Rune: https://twitter.com/RuneKek
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
Resources
The Endgame Plan parts 1&2 (May 2022)
https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456
The 5 phases of Endgame (May 2023)
https://forum.makerdao.com/t/the-5-phases-of-endgame/20830
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
In today's episode, we discuss how Metaplex, Solana's leading NFT infrastructure provider, surprised the community by announcing usage fees, causing a heated debate on public goods funding and protocol business models. We also explore the intersection of AI and crypto, the dangers of restaking, if crypto has PMF and Ledger's PR nightmare!
- -
Timestamps:
(00:00) Introduction
(00:57) Nvidia and AI Take Center Stage
(14:20) Metaplex: Public Goods and Protocol Funding
(31:26) “Valora Ad”
(32:24) Should ETH Embrace Restaking?
(38:28) Ledger’s PR Nightmare
(49:32) Does Crypto Have PMF?
(58:01) Fred Wilson: “When They Want to Shut Down, Double Down”
(1:04:41) What We’re Watching and Blockworks’ New Podcast
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Garrett: https://twitter.com/GarrettHarper_
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain.
Try out Masa Prosperity Passport in Valora to claim your free 5+ character .celo domain and get additional rewards from Celo ecosystem partners. Download the app and start exploring today at valoraapp.com/empire."
- -
Resources:
EigenLayer episode (Empire)
https://spoti.fi/45yUdr6
Shared Sequencer episode (Empire)
https://spoti.fi/3MSIw7n
Vitalik's new article on restaking
https://vitalik.ca/general/2023/05/21/dont_overload.html
- -
Disclaimer: Nothing said on Empire 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
5/26/2023 • 1 hour, 16 minutes, 36 seconds
How Don Wilson Built His Trading Empire | 1000x
In today's episode of 1000x, we are joined by Don Wilson, the founder of DRW and one of the world's most successful traders. Don explains how to use probability distributions to make decisions, how he founded DRW, why BTC has negative convexity, how AI will change financial markets and more!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(00:57) How Don First Became a Trader
(06:28) Custom Valuation Models and Strategies
(10:37) The Transition to Electronic Trading
(14:56) Bitcoin’s Appeal: Removing Intermediaries
(19:21) Cumberland's Origin Story
(21:15) BTC's Negative Convexity
(26:35) How Will AI Impact Financial Markets?
(30:16) Crypto’s Evolution and Market Structure
(35:15) When Will RWAs Move to Crypto Rails?
(37:50) Today’s Infrastructure Shortfalls and the Canton Blockchain
(42:54) Don’s Decision-Making Process
(47:51) Favorite Trades of All Time
- -
Follow Don: https://www.linkedin.com/in/donwilsonjr/
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
https://twitter.com/CumberlandSays
DRW
https://drw.com/
https://twitter.com/DRWTrading
Digital Asset
https://www.digitalasset.com/
Canton Network
https://www.canton.network/
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
5/25/2023 • 52 minutes, 44 seconds
Should Bitcoin Embrace New Use Cases? | Lyn Alden, Jordi Alexander
Today we are joined by Lyn Alden and Jordi Alexander to discuss the Bitcoin blockspace debate, Bitcoin's long-term security and money vs tech crypto. Lyn and Jordi are two of the most prominent macro and Bitcoin investors. You don't want to miss their hot (and often conflicting) takes on the evolution and future of Bitcoin!
- -
Timestamps:
(00:00) Bitcoin Blockspace Debate
(10:59) The Bear Case and Long-Term Security
(36:03) Quicknode
(37:50) Kwenta
(38:45) Money Crypto vs Tech Crypto
(51:53) Bitcoin's Attack Vectors
(57:56) Incentives for Bitcoin Development
(01:09:29) Macro’s Impact on BTC
(01:14:45) The Bitcoin Halvening
- -
Follow Lyn: https://twitter.com/LynAldenContact
Follow Jordi: https://twitter.com/gametheorizing
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today!
- -
Resources
Lyn Alden's website
https://www.lynalden.com/
Selini Capital
https://www.selinicapital.com/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
5/23/2023 • 1 hour, 22 minutes, 37 seconds
Should Protocols Share Revenue With Token Holders? | Roundup
Jason’s traveling this week so we’ve dropped today’s Bell Curve episode in its place!
In today's episode, we discuss if protocols should distribute revenue to token holders. This debate was sparked by a Lido proposal for a token revenue share mechanism that now has all of Crypto Twitter debating the merits of revenue distribution, buyback and burn vs dividends, protocol treasuries and more. Tokenomics is a theme you can no longer ignore.
We also discuss roadblocks at Stacks (a Bitcoin scaling solution), the viability of Bitcoin's blockspace for arbitrary use cases and Tether's new BTC buying program.
- -
This episode is brought to you by Valora. Valora is the easiest way to send, swap, collect, and grow your crypto on the Celo blockchain. Download the app and start exploring dapps like
JumpTask today at valoraapp.com/empire. Sign up and use the code ‘HelloValora’ to get a 20% bonus after completing your first task in JumpTask!
- -
Resources
Lido revenue share proposal
https://research.lido.fi/t/proposal-introducing-ldo-staking/4636
Hasu's Lido response
https://research.lido.fi/t/proposal-introducing-ldo-staking/4636/25?u=hasu
Alex's SNX thread
https://twitter.com/thiccythot_/status/1659278056035348485
0xResearch hosted by Dan and Sam
https://spoti.fi/3NlP1hA
https://apple.co/3SNhUEt
- -
Follow Dan: https://twitter.com/smyyguy
Follow Sam: https://twitter.com/swmartin19
Follow Mike: https://twitter.com/MikeIppolito_
Follow Myles: https://twitter.com/MylesOneil
Follow Bell Curve: https://twitter.com/thebellcurvepod
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
- -
Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
5/19/2023 • 1 hour, 1 minute, 23 seconds
Why Proof-of-Humanity Matters in an AI Future | Alex Blania
Today we are joined by Alex Blania to discuss Worldcoin and its attempt to solve proof-of-humanity. ChatGPT and AI have hit the world by storm, making it harder to distinguish humanity from machine. In this episode, we discuss how proof of humanity is necessary in an AI-driven world, why Worldcoin uses biometric data and crypto rails, how privacy concerns are mitigated, questions around UBI, and how Worldcoin will be crypto's largest onboarding catalyst over the next 12 months.
- -
Timestamps:
(01:26) The Origin Story
(06:39) How AI Impacts Proof-of-Humanity
(11:24) Why Biometrics and the Orb
(19:37) Data and Privacy Concerns
(26:01) Related Government Experiments
(30:07) Why Should People Care About Proof-of-Humanity
(32:38) Quicknode ad
(34:23) Kwenta ad
(35:21) The Crypto Tech Stack
(40:02) Biggest Challenges, Success Metrics and Revenue Model
(46:37) Criticisms and Reactions from Governments
(49:37) Universal Basic Income
(52:16) Scary Vibes and Removing Trust
- -
Follow Alex: https://twitter.com/alexblania
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today!
- -
Resources
Worldcoin
https://worldcoin.org/
https://twitter.com/worldcoin
Sam Altman
https://twitter.com/sama
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
5/16/2023 • 58 minutes, 18 seconds
How to Value Crypto Tokens: Fees, Flows or Fugazi | Roundup
In today's episode, we discuss frameworks for valuing crypto projects. The fellas debate token buybacks vs dividends, fundamentals vs flows, protocol revenue vs supply-side revenue and how these factors impact investor valuation frameworks. We also explore activist crypto investing, jaredfromsubway's MEV strategy and more.
Santi's out so it's Jason with the Bell Curve crew today!
- -
Timestamps:
(00:00) Introduction
(02:16) Activist Investing: Aragon DAO
(13:51) Will TradFi Have a Luna Moment?
(20:22) How to Value Tokens
(33:23) “Valora Ad”
(34:19) Uniswap's Fee Switch & the Changing Liquidity Landscape
(45:55) How Jared fromsubway.eth Eats Everyone’s MEV Lunch
--
Follow Michael: https://twitter.com/im_manderson
Follow Mike: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Vance: https://twitter.com/pythianism
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Subscribe on YouTube: https://bit.ly/3R1D1D9
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- -
Resources:
Blockworks Podcast Producer application
https://jobs.ashbyhq.com/Blockworks/236ee9e8-f4ea-47ac-9eb6-f95a44d6c93b
Arbitrum proposal
https://forum.arbitrum.foundation/t/distribution-of-dao-revenue-to-arb-token-holders/14412
Uniswap proposal
https://gov.uniswap.org/t/making-protocol-fees-operational/21198
Robert Miller MEV thread
https://twitter.com/bertcmiller/status/1656392876438462464
Relay Scan
https://www.relayscan.io/
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Disclaimer: Nothing said on Empire or Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
5/12/2023 • 55 minutes, 1 second
Meme Mania: Why You Should Pay Attention | 1000x
In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(00:32) Are Bank Failures Priced In?
(07:31) The Impact of a Potential US Default
(12:51) Repeating 2021’s Perfect Storm
(18:03) Meme Mania: Why You Should Pay Attention
(31:30) Deflationary ETH and Blockspace Fee Generation
(36:34) BTC Miner Revenue and BRC-20s
- -
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
BRC-20.io
https://brc-20.io/
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
Today we are joined by Tron's founder, Justin Sun. Justin describes Tron's role as the leading stablecoin network, USDT's falling market share, Huobi's competition with Binance, his potential acquisition of DCG's assets and more. You will be shocked to hear what dollar amounts Justin has staked in Lido and other DeFi protocols. Tune in to find out!
- -
Timestamps:
(00:00) Intro
(00:56) Tron’s Vision
(04:25). Huobi: Competing with Binance
(07:44) The Threat of USDT’s Falling Market Share
(11:14) $56M TUSD Binance Transfer
(13:21) Quicknode Ad
(15:08) KWENTA Ad
(16:04) Yield Farming, Staking and Bribing Liquidity
(22:43) Tron’s Team, Acquisitions and DCG
(25:40) SEC vs TRX and Regulation
- -
Follow Justin: https://twitter.com/justinsuntron
Follow Jason: https://twitter.com/JasonYanowitz
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today!
- -
Resources
Tron
https://tron.network/
Huobi
https://www.huobi.com/en-us/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
5/9/2023 • 29 minutes, 39 seconds
Policy Series: Why The US Is Falling Behind | Rebecca Rettig, Jake Chervinsky
Today we are joined by Rebecca Rettig and Jake Chervinsky to discuss the state of crypto regulation. Rebecca and Jake explain how the US is falling behind, the EU's MiCA regulation, the SEC's attack on Coinbase, Gary's false sense of control and the hottest crypto bills in DC. Regulation and policy are becoming must-know topics for crypto participants, and this is your go-to source for everything you need to know. This is the first episode in an ongoing regulatory and policy series with Jake and Rebecca!
- -
Timestamps:
(00:00) Introduction
(00:40) The State of Crypto Regulation
(02:36) Europe's MiCA Legislation
(11:10) “Chainalysis Ad”
(12:14) Coinbase’s Offshore Expansion
(14:11) The UK’s Approach and What’s Next for the EU
(19:07) Gary Gensler’s April Testimony
(22:45) Coinbase’s Fight with the SEC
(30:08) Warren Marshall Bill
(35:21) The US Policy Outlook
- -
Follow Rebecca: https://twitter.com/RebeccaRettig1
Follow Jake: https://twitter.com/jchervinsky
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Chainalysis.
Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases. For more information, visit www.Chainalysis.com/empire.
- -
Resources:
Coinbase's response to the SEC’s Wells notice
https://www.coinbase.com/blog/coinbase-responds-to-the-secs-wells-notice
The Blockchain Association
https://theblockchainassociation.org/
https://twitter.com/BlockchainAssn
Polygon
https://polygon.technology/
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
5/8/2023 • 44 minutes, 44 seconds
The Fellas Debate the Financialization of JPEGs | Bell Curve
SPECIAL EPISODE: We decided to skip Empire's roundup this week and replace it with this epic roundup from Bell Curve! Bell Curve is our sister podcast that features Jason, Mike (Blockworks' other co-founder) and Vance + Michael from Framework Ventures.
In this episode of Bell Curve, the crew discusses Coinbase's earnings beat and Blur's new NFT lending product! Coinbase crushed revenue, meme coins are pumping and NFTFi is here. Is this all noise or have markets finally turned after the wild year? Tune in as we debate our market outlook, Blur and the financialization of NFTs, Curve's new crvUSD stablecoin, LST Summer and more!
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Timestamps:
00:00) Introduction
(02:54) Coinbase Earnings Predictions
(18:17) “Valora Ad”
(19:13) Blend: The Financialization of NFTs
(39:51) Protocol Stablecoins: crvUSD Launch
(50:34) Degens are Back
(53:34) ETH’s Economics: Burn vs Distribution
(57:32) Coinbase Beats Earnings and LST Summer
(1:07:26) Nate from OpenSea Convicted
- -
Follow Michael: https://twitter.com/im_manderson
Follow Mike: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Vance: https://twitter.com/pythianism
Follow Bell Curve: https://twitter.com/thebellcurvepod
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources:
GovHub
https://twitter.com/JasonYanowitz/status/1654179131171512320
- -
Disclaimer: Nothing said on Bell Curve or Empire 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
5/5/2023 • 1 hour, 11 minutes, 14 seconds
Blend: Unlock The Value of Your NFTs | Pacman, Blur
Today we are joined by Pacman to discuss Blend, Blur's new perpetual NFT lending platform. Blend is peer-to-peer, doesn't require oracles and offers non-expiring loans. Pacman explains how these mechanics work, why Blend focuses on institutional liquidity provision, borrower liquidation risk and more! Blend could be the NFT primitive that ignites the next NFT run - you don't want to miss this one.
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Timestamps:
(00:00) Introduction
(00:10) Blend: A Peer-to-Peer Lending Platform
(07:30) How Refinancing Auctions Work
(22:27) Institutional Liquidity Provision
(30:15) Strategies, Market Inefficiencies & Adding New Collections
(38:09) The Yield Curve and User Preferences
(45:28) Catering to Consumers vs Professionals
(52:44) Liquidation Coordination Risk
(55:36) Lending Incentives
(58:46) Blur’s Roadmap
(1:06:01) Infrastructure Unlocks Economic Value
- -
Follow Pacman: https://twitter.com/PacmanBlur
Follow Santi: https://twitter.com/santiagoroel
Follow Garrett: https://twitter.com/GarrettHarper_
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Blur
https://blur.io/
https://twitter.com/blur_io
Blur Dune Dashboard
https://dune.com/beetle/blur-loans
Empire's first Blur episode
https://spoti.fi/3HxWgkK
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
5/3/2023 • 1 hour, 9 minutes, 50 seconds
How Rollups Will Decentralize Their Sequencer | Josh Bowen, Ben Fisch
Today we are joined by Josh Bown (Astria) and Ben Fisch (Espresso Systems) to discuss the role of shared sequencers in the modular future. Josh and Ben explain the risks of centralized sequencers, why rollups will use a shared sequencer and the core tradeoffs. What is the value proposition of a shared sequencer? How will MEV be allocated between rollups and sequencers? Why haven't rollups already decentralized their sequencer? We discuss these questions and more in this epic conversation!
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Timestamps:
(00:00) Intro
(04:27) The Role of a Sequencer
(11:24) The Risks of Centralized Sequencers
(20:13) Using the L1 as the Sequencer
(23:12) Why Use a Shared Sequencer?
(34:56) Quicknode
(36:43) Kwenta
(37:40) The Tradeoffs
(40:35) Who will be the Sequencers?
(45:23) The AWS Analogy
(50:27) Economic Capture and Allocation Challenges
(58:28) How Block Times Impact Shared Sequencing
(01:01:12) Competition
(01:05:04) Restaking Risk and Timelines
- -
Follow Josh: https://twitter.com/Jskybowen
Follow Ben: https://twitter.com/benafisch
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today!
- -
Resources
Espresso Systems
https://www.espressosys.com/
https://twitter.com/EspressoSys
Astria
https://www.astria.org/
https://twitter.com/AstriaOrg
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
5/2/2023 • 1 hour, 12 minutes, 54 seconds
Why Santi Bought SOL | Roundup
In today's episode, Jason and Santiago discuss why Santi is bullish on Solana. We start with a debate on how low liquidity creates wild volatility, BTC's correlation to the S&P and if shared sequencers are overhyped. This leads to a conversation on the MadLads mint, Santi's allocation to the Solana ecosystem, Circle's CCTP launch and more!
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Timestamps:
(00:00) Introduction
(01:38) Low Liquidity Side Effects
(06:42) First Republic Bank & BTC's S&P Correlation
(019:46) “Valora Ad”
(20:45) Shared Sequencer Hype
(30:00) MadLads Mint
(34:01) Why Santi is Bullish on Solana
(41:45) “Crypto is Dead”
(44:16) Base’s Adoption, Franklin Templeton & CCTP launch
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources:
1000x Episode
https://spoti.fi/41VjYPU
Frank Templeton fund
https://bit.ly/446T09Q
Director of Podcasts application
https://jobs.ashbyhq.com/Blockworks/adb7324a-0635-4dbc-ac40-aec73474daad
Empire Multicoin episode
https://spoti.fi/3AxlrQP
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
4/28/2023 • 56 minutes, 40 seconds
Return of Retail: Where's The Fast Money? | 1000x
1000x is officially back! If you're new here, 1000x is a crypto markets podcast by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3.
1000x is officially back! If you're new here, 1000x is a crypto markets podcast by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3.
In this episode, Avi and Jonah discuss how markets responded to the banking crash, what catalysts are on the horizon and where prices will trend next. Where was retail in the last rally? What catalysts could revive BTC? What metrics should you watch for the next Alt L1 narrative? Tune in to find out!
We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!
- -
Timestamps:
(00:00) Introduction
(01:36) Market Outlook: Retail Didn’t Show Up
(08:06) The Mystery BTC Buyer
(13:01) Event-Driven Price Movements
(18:47) The Debt Ceiling Opportunity
(27:22) Pepe, Shiba & New Money
(31:57) The AppChain Thesis and Alt L1s
(40:37) Crypto: 24/7 Dopamine
(44:04) Moving Beyond the Casino Use Case
- -
Follow Avi: https://twitter.com/AviFelman
Follow Jonah: https://twitter.com/jvb_xyz
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://bit.ly/3FuSarX
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources:
Golden Tree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
- -
Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
4/27/2023 • 47 minutes, 40 seconds
Doodles: The Pixar of Web3 | Julian Holguin
Today we are joined by Julian Holguin, the CEO of Doodles. Julian reveals how Doodles is creating an IP powerhouse that will become the Pixar of Web3. The OG Doodles NFT collection is just the tip of the iceberg (their "Toy Story"), with even more exciting things to come.
In this episode, Julian explains the power of combining narrative with technology, Doodles' business plan and collaboration with global brands, the secret to community content creation, Doodles' growth strategy and more! You won't want to miss this inside look at one of the most captivating NFT/IP houses in Web3!
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Timestamps:
(00:00) Intro
(01:26) Doodles Origin Story
(08:44) Julian’s Digital Media Background
(15:41) Building the Pixar of Web3
(20:09) Why Leverage NFTs?
(23:47) The Impact of Doodle’s Floor Price
(27:16) Quicknode
(29:04) Synthetix
(30:43) The Business Model
(39:29) Collaborations with Global Brands
(44:32) Why Choose Flow for Doodles 2?
(51:12) Scarcity, Utility and Community Content Creation
(58:49) The Doodle Bank
(01:04:46) Doodle’s Audience and Value Accrual
- -
Follow Julian: https://twitter.com/jholguin
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
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Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees.
- -
Resources
Doodles
https://doodles.app/
https://twitter.com/doodles
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
4/25/2023 • 1 hour, 11 minutes, 39 seconds
Gary Gensler’s Crypto Crusade | Roundup
In today's episode, Jason and Santiago discuss Gary Gensler's crypto crusade. The SEC Chair has continually attacked crypto and revealed this week that... he has never owned or interacted with any "digital asset". We debate Garry's comments from this week's committee meeting, if regulators are pushing companies like Coinbase out of the US and why we remain optimistic.
We also cover Flashbot's new MEV Share protocol, an ongoing mystery wallet exploit, the meme coin craze and more!
- -
Timestamps:
(00:00) Introduction
(05:06) Gary Gensler: An Anti-Crypto Cruade
(20:32) “Valora Ad”
(21:26) Coinbase's Global Expansion
(28:27) Flashbots Launches MEV Share
(30:00) On-Going Mystery Wallet Exploit
(39:49) Meme Coins, MEV & Jared from Subway
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
4/21/2023 • 43 minutes, 51 seconds
L2s Won’t Scale Ethereum | Multicoin
Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast is investment, tax, legal or other financial advice.
In this episode of Empire, Kyle Samani and Tushar Jain of Multicoin join us in their first public discussion since the fall of FTX and Solana's crash. We start with a detailed discussion about Multicoin's relationship with SBF and FTX: how they met, their views on SBF, watching the blow-up and the implications for Multicoin's fund.
Kyle and Tushar then explain why they are still betting big on Solana, why most funds don't earn excess returns, how L2s offer false security, why defi isn't ready yet, prioritizing speed of security and more! Prediction: This will be the best episode of 2023.
- -
Timestamps:
(00:00) Intro
(01:37) SBF and FTX Backstory
(15:48) Multicoin’s Solana Bet
(23:04) Quicknode
(24:51) Synthetix
(26:34) Conviction, Sizing and Earning Excess Returns
(33:43) The Intersection of AI and Crypto
(42:15) Why DeFi Isn’t Ready
(45:50) Decentralized Sequencers and the EVM
(52:51) Poritizing Speed and L2 [False] Security
(01:01:33) Multicoin’s Bet on Filecoin
(01:08:47) BTC and the SoV Use Case
- -
Follow Kyle: https://twitter.com/KyleSamani
Follow Tushar: https://twitter.com/TusharJain_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees.
- -
Resources
Multicoin Capital
https://multicoin.capital/
https://twitter.com/MulticoinCap
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
4/18/2023 • 1 hour, 14 minutes, 26 seconds
ETH's Shapella Upgrade: Bull vs Bear | Roundup
In today's episode, Jason and Santiago discuss the bull vs bear case for ETH's Shapella upgrade. Since December 2021, ETH staking was one way. You could stake your ETH, but it was locked until the Shapella upgrade finally arrived. Shapella is here, and ETH is unlocked for the first time! Does this mean a giant supply of ETH sell pressure will hit the market? Will institutions embrace ETH now that Ethereum's roadmap is de-risked? Tune in to find out!
We also discuss the NFT killer use case, Multicoin's L2 thesis and if the bear market has ended!
- -
Timestamps:
(00:00) Introduction
(03:23) NFT NYC and the NFT Killer Use Case
(12:47) Shapella is Here
(26:04) “Valora Ad”
(27:10) Multicoin’s Thesis: Solana, L2s & Speed vs Security
(43:37) Is the Bear Market Over?
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
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- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Resources:
ETH Withdrawal Dashboard
https://app.metrika.co/ethereum/dashboard/withdrawals-overview?tr=1d
ETH Staking Dashboard
https://dune.com/hildobby/eth2-staking
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
4/14/2023 • 47 minutes, 38 seconds
What DeFi Get’s Wrong About RWAs | Robert Leshner
In this episode of Empire, Robert Leshner - founder of Compound Labs - joins us to discuss how DeFi will evolve in the wake of Operation Choke Point 2.0 and the coordinated effort to debank crypto. We discuss what this means for today's DeFi protocols, the end of the DeFi Mullet thesis and how teams will respond. Then we explore Robert's thoughts on why MakerDAO's RWA strategy is short-sighted, the stablecoin landscape, the AppChain thesis and more!
- -
Timestamps:
00:00 Intro
00:24 Operation Choke Point 2.0
07:24 Compound Treasury and the DeFi Mullet
11:19 The Return of DeFi?
16:09 BTC vs ETH
19:17 Building in the US vs Offshore
26:25 Real World Assets
28:52 Quicknode ad
30:38 Synthetix Ad
32:17 Stablecoin Landscape
39:48 The AppChain Thesis and Value Accrual
48:24 Reputation, Limit Orders and Security
- -
Follow Rob: https://twitter.com/rleshner
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- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees.
- -
Resources
Compound
https://compound.finance/
Bell Curve, S4 Premiere: A Journey Into The Dark Forest
https://spoti.fi/3MpTjWH
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
4/11/2023 • 1 hour, 12 seconds
The Day DeFi Almost Died | Ben Forman
Today we are joined by Ben Forman, one of the most prolific investors in crypto, to discuss the day DeFi almost died: Black Thursday. The industry was a few liquidations away from an extinction event. Tune in to hear the riveting story and how Black Thursday has shaped MakerDAO and crypto's development!
We also discuss why Ben believes RWAs and permissioned DeFi is the next narrative, Binance FUD, investing in private vs liquid markets, return dispersion, incoming regulation and more!
- -
Timestamps:
(00:00) Introduction
(01:34) Binance FUD: Signal or Noise?
(07:36) Operation Choke Point 2.0
(11:19) Return Dispersion
(16:29) The Moment of Reckoning
(23:16) Base’s Market Impact
(26:16) Early Stage vs Liquid Market Investing
(38:35) MakerDAO’s Black Thursday Almost Killed DeFi
(45:50) “Valora Ad”
(46:50) The State of DeFi
(54:07) USDC, A Structural Reset and Regulation
(1:05:00) Tokenization of RWAs and Permissioned DeFi
(1:08:00) Key Learnings and Fire Round
- -
Follow Santi: https://twitter.com/santiagoroel
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- -
This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire.
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/31/2023 • 1 hour, 25 minutes, 29 seconds
Celo: An L1 Focused On Real World Use Cases | Marek Olszewski, Rene Reinsberg
In this episode of Empire, I'm joined by Marek Olszewski and Rene Reinsberg to discuss how Celo is building an L1 focused on a mobile-first user experience and real-world use cases. We start with the Celo origin story and how Celo is building scalable tech while maintaining the focus on where it belongs: the user. Marek and Rene explain how Celo and Valora (Celo's wallet) provide the infrastructure used by local communities throughout the globe to provide real-world use cases for payments and restorative finance. We then explore Celo's partnership with Deutsche Telekom, why Celo is an L1 and not a rollup, the importance of on/off ramps and more!
- -
Follow Marek: https://twitter.com/marek_
Follow Rene: https://twitter.com/RegenRene
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- -
Resources
Celo
https://celo.org/
https://twitter.com/CeloOrg
Valora
https://valoraapp.com/about
https://twitter.com/Valora
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/28/2023 • 45 minutes, 50 seconds
Crypto's End Game: Coinbase vs the SEC | Roundup
Crypto's timeline keeps getting more surreal and the SEC just added fuel to the fire by issuing a Wells Notice to Coinbase. In this episode, we explore the implications for Coinbase, BTC's opportunity and why crypto isn't going anywhere. This podcast will make you sweat it's so hot
We then discuss Arbitrum's airdrop, the wild Euler x Ronin hacker story, DeFi Llama drama and more. Tune in for this epic episode!
- -
Timestamps:
(00:00) Introduction
(03:38) Coinbase receives SEC Wells Notice
(18:20) BTC’s path to mass adoption
(30:00) Self-custody, regulation & crypto’s staying power
(50:20) Abritrum’s airdrop
(50:29) Blockworks Research
(56:55) Wild Euler x Ronin hacker story
(1:00:35) DeFi Llama Drama
(1:03:37) Sushi subpoena, Do Kwon and Justin Sun
- -
Follow Santi: https://twitter.com/santiagoroel
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- -
Resources
Bell Curve podcast
https://spoti.fi/42uqCxH
Blockworks' Grantfarm
https://blockworks.co/grantfarm
Arbitrum Airdrop dashboard by Blockworks Research
https://dune.com/blockworks_research/arb-airdrop
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/24/2023 • 1 hour, 9 minutes, 51 seconds
A Paradigm Shift: Chaos Fuels BTC’s Fire | Avi Felman, Jonah Van Bourg
In this episode of Empire, Avi Felman and Jonah Van Bourg explain how macro and banking turmoil has ignited a market paradigm shift. Funds will be hunting for the assets that will perform well in this new paradigm, and it won't be bonds... Tune in as we discuss BTC's prime moment, why supply is the story of 2023, BTC vs ETH, the USDC depeg and more. If you listen to one Empire episode this year, this is it!
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Timestamps:
(00:00) Introduction
(01:06) The market is consistently wrong
(07:24) A new paradigm and BTC's opportunity
(27:14) Bitcoin vs ETH vs Alts
(35:34) Quicknode
(37:19) The implications of USDC's depeg
(38:05) What other trades are you watching?
(45:27) Expected sources of leverage in the next cycle
- -
Follow Jonah: https://twitter.com/jvb_xyz
Follow Avi: https://twitter.com/AviFelman
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
Resources
GoldenTree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/20/2023 • 51 minutes, 14 seconds
Arbitrum Founders on L2 Competition | Steven Goldfeder, Harry Kalodne
In this episode of Empire, we are joined by Steven Goldfeder and Harry Kalodner to discuss all things Arbitrum. We start with Coinbase's decision to leverage the OP Stack, where the "modular vision" falls apart and Arbitrum's core vision.
We then ask about Arbitrum's token strategy, which leads to a unique conversation around decentralized sequencers and MEV. Steven and Harry explain the design philosophy of Abritrum and how innovations like Styles (Rust is coming to Arbitrum) will onboard the next million developers!
Note: This episode was recorded prior to the ARB token and Orbit L3 announcement
- -
Follow Steven: https://twitter.com/sgoldfed
Follow Harry: https://twitter.com/hkalodner
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- -
Resources
Arbitrum
https://arbitrum.io/
https://twitter.com/arbitrum
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/17/2023 • 42 minutes, 57 seconds
$ARB Airdrop and Arbitrum's L3 Solution | Steven Goldfeder, Harry Kalodner
Arbitrum just announced the $ARB token airdrop and their new L3 solution called Orbit! The L2 wars are now in full force. Tune in as we deep dive into Arbitrum's token and L3 strategy with Steven Goldfeder and Harry Kalodner!
PS: We are dropping a second Arbitrum episode this afternoon that covers fraud proofs, decentralizing sequencers, value capture and more. These are two banger episodes. Don't miss out!
- -
Follow Steven: https://twitter.com/sgoldfed
Follow Harry: https://twitter.com/hkalodner
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- -
Resources
Arbitrum
https://arbitrum.io/
https://twitter.com/arbitrum
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/17/2023 • 55 minutes, 58 seconds
Signature Bank's Demise: Who's Next? | Joseph Wang
Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discuss the banking system failures and what to expect next. Joseph dives deep into the risk both banks took by not hedging interest rate risk, how this could have been avoided and whether other banks are in a similar position?
We then discuss if the Fed's Bank Term Funding Program was the right move? To hear all this and more, you'll have to tune!
- -
Follow Joseph: https://twitter.com/FedGuy12
Follow Jack: https://twitter.com/JackFarley96
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- -
This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
In today's episode of Empire, we start with Jason's big takeaways from ETH Denver. What was the vibe? What innovations are on the horizon? And most interesting, what crypto sector was conspicuously missing from the conversation?
We then discuss Silvergate's unwind, Coinbase's wallet announcement (bullish), Amazon NFT rumors, MakerDAO's 1.25B treasury proposal and more!
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Timestamps:
(00:00) Introduction
(02:33) ETH Denver Takeaways
(09:15) Silvergate Unwinds
(21:06) Coinbase's WaaS Announcement
(28:49) Amazon NFT Rumors
(33:07) Public.com
(34:29) GBTC & Legal Wins for Crypto
(40:24) MakerDAO Proposal to Buy $1.25B US Treasuries
(44:04) Bitcoin Innovations
(51:44) Predictions: Hong Kong, Bitcoin stablecoins, Coinbase
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
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- -
Resources
Silvergate Twitter thread
https://twitter.com/ramahluwalia/status/1633669035924529152
Empire episode with Eric Peters
https://spoti.fi/3yqRcdd
Empire episode with Rebecca Rettig
https://spoti.fi/3ynCF1Z
Empire episode with Muneeb Ali (Ordinals/Stacks)
https://spoti.fi/3L6xXgB
MakerDAO US Treasury proposal
https://bit.ly/3T4oqbF
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/10/2023 • 59 minutes, 34 seconds
Ordinals Will Spark Bitcoin's Application Era | Muneeb Ali
In this episode of Empire, Muneeb Ali, the founder of Stacks, joins us to discuss Bitcoin's sudden transformation. Until the last two months, Bitcoin was (perceived as) simply a store of value, a religion. However, Ordinals, a Bitcoin NFT project, has redirected the spotlight to Bitcoin’s underlying tech and utility - a technology that can support NFTs, DeFi and more. Muneeb provides his unique insights in this eye-opening episode!
- -
Timestamps:
(00:00) Introduction
(00:53) Bitcoin is a technology, not a religion
(06:43) Building apps on Bitcoin
(12:36) Has Ordinals transformed Bitcoin’s future?
(24:42) Stacks and Bitcoin DeFi
(29:30) Blockworks Research
(31:04) Stacks and Bitcoin DeFi
(35:57) What will Bitcoin look like in 12 months?
- -
Follow Muneeb: https://twitter.com/muneeb
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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- -
Resources
Empire's first-ever episode (with Muneeb)
https://tinyurl.com/4vnbxwkz
Stacks
https://www.stacks.co/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
3/3/2023 • 41 minutes, 50 seconds
Liquid Staking: The Battle for Liquidity | cbETH, Rocketpool
In this episode of Empire, Darren Langley (Rocketpool) and John Zettler (Coinbase) join us to discuss why liquid staking is taking over Ethereum. We start with the LSD landscape, how cbETH and Rocketpool approach product strategy, and Lido's dominance. Then we get into the real fun stuff. Darren and John explain the 2/3rd order effects of the Shanghai upgrade, how to drive on-chain liquidity, the evolving fee market and more. Liquid staking is poised to take over Ethereum - don’t miss out!
- -
Timestamps:
(00:00) Introduction
(01:45) The LSD market overview
(13:34) Rocketpool’s focus on decentralization
(16:44) Lido’s dominance
(19:59) Coinbase’s partnership with Rocketpool
(24:41) Shanghai predictions
(33:55) Blockworks Research
(40:55) A reshuffling of market share?
(46:18) Driving on-chain liquidity
(50:08) Fee markets and multi chain
(57:00) Future outlook
(1:02:44) Regulation
(1:08:48) LSDs on L2s
- -
Follow John: https://twitter.com/JohnZettler
Follow Darren: https://twitter.com/langerstwit
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- -
Resources
cbETH
https://help.coinbase.com/en/coinbase/trading-and-funding/staking-rewards/cbeth
Rocket Pool
https://rocketpool.net/
https://twitter.com/Rocket_Pool
Ethereum staking distribution dashboard
https://dune.com/hildobby/eth2-staking
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/27/2023 • 1 hour, 14 minutes, 42 seconds
Coinbase’s Secret Master Plan | Roundup
In today's episode of Empire, we discuss Coinbase's journey to become the default gateway to crypto with their new L2. Jason and Santi delve into Coinbase's secret master plan, the impact of Base on Arbitrum and Optimism and the current state of on-chain creativity. Warning: we are bullish.
We also cover the recent layoffs and reorgs at Polygon, the closure of Galois Capital, a new CBDC proposal and the misleading claims about Top Shot. Don't miss this episode, where we cover the top stories of the week!
- -
Timestamps:
(00:00) Introduction
(00:53) On-chain creativity is at an all-time high
(07:04) Coinbase’s secret master plan
(39:28) Blockworks Research
(41:02) Trouble at Polygon?
(46:18) Security is the #1 priority
(50:02) Galois Capital shuts down
(53:37) Arbitrum, CBDCs and Top Shot
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
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- -
Resources
The Myth of The Infrastructure Phase
https://www.usv.com/writing/2018/10/the-myth-of-the-infrastructure-phase/
Empire's Base interview
https://spoti.fi/3KGUIau
The Coinbase Secret Master Plan
https://www.coinbase.com/blog/the-coinbase-secret-master-plan
Empire's Cosmos interview
https://spoti.fi/41y0xgK
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/24/2023 • 1 hour, 1 minute, 12 seconds
NEWS: Coinbase launches L2
Breaking News: Coinbase is launching an L2 on Ethereum called Base!
Jesse and Will from Coinbase join us to discuss the news and paradigm shift for Coinbase. We explore why Coinbase is building Base, how Coinbase chose to use the OP tech stack, Base's value proposition, how Coinbase thinks about "competition" building on Base, if Base will have a token and more!
--
Timestamps:
(00:00) Introduction
(00:45) Base: Coinbase’s on-chain journey
(05:02) Why build Base?
(10:10) Leveraging the OP stack
(19:10) Why now?
(24:41) Base’s value proposition
(35:27) Controlling the stack
(41:10) Will Base have a token?
(44:05) Building a bridge, not an island
(46:54) What will Coinbase build on Base?
(51:05) What is Base’s business model?
(54:34) A culture shift and the on-chain future
- -
Follow Jesse: https://twitter.com/jessepollak
Follow Will: https://twitter.com/willrobinson23
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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- -
Resources
The Coinbase Secret Master Plan
https://www.coinbase.com/blog/the-coinbase-secret-master-plan
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/23/2023 • 1 hour, 2 minutes, 44 seconds
Blur Founder: Why Optimizing for Creators is a Bad Strategy
In this episode of Empire, Pacman (Blur's founder) joins Jason and Santi to discuss how Blur, an NFT marketplace for professional traders, has revolutionized the NFT market. We discuss Blur's business strategy, vertical vs horizontal markets, the creator royalty debate, Blur vs OpenSea and more! This is one of my favorite episodes yet - Pacman is a giga brain.
- -
Timestamps:
(00:00) Introduction
(00:50) Blur’s Unique Design and NFT Strategy
(09:23) Incentivizing Liquidity vs Volume
(21:30) Blockworks Research
(23:05) Thoughts on Uniswap's NFT Strategy
(31:40) OpenSea’s Response to Blur
(40:30) Blur’s Airdrop Strategy
(47:55) Navigating Regulations
(49:30) Creator Royalties
(56:00) Blur’s Market Unlock
- -
Follow Pacman: https://twitter.com/PacmanBlur
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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- -
Resources
Blur
https://blur.io/
https://twitter.com/BlurCrypto
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/21/2023 • 1 hour, 3 minutes, 17 seconds
Every Brand Will Have A Web3 Strategy | Camilla McFarland, Avery Akkineni
In this episode of Empire, Camilla McFarland and Avery Akkineni discuss how the world's biggest brands will leverage Web3. Nike, Starbucks, Gucci and many others are already starting to build in crypto, and soon, every brand will have a Web3 strategy. Camilla and Avery explore how brands can leverage Web3 to build customer loyalty, customize user experiences and cater to a digitally-native community. This is one of my favorite episodes yet - it's stable stakes for anyone looking to build or grow a brand!
- -
Timestamps:
(00:00) Introduction
(00:36) Defining the Web3 opportunity
(09:15) Why will brands embrace Web3?
(28:50) Blockworks Research
(30:21) How will brands participate?
(42:39) How NFTs enable tailored user experiences
(48:22) The Tech Stack: EVM dominance
(1:05:06) The 5 to 10 year vision
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Follow Camilla: https://twitter.com/camillionaire_m
Follow Avery: https://twitter.com/avery_akkineni
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
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- -
Resources
Vanyer3
https://vayner3.com/
Mojito
https://mojito.xyz/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/13/2023 • 1 hour, 8 minutes, 51 seconds
The Case for Sovereign Blockchains | Sunny Aggarwal, Dmitriy Berenzon
There's a heated debate in crypto right now around AppChains and the modular vs monolithic paradigm. That's why we released this special episode today from our other favorite podcast, Bell Curve.
Sunny Aggarwal and Dmitriy Berenzon discuss how AppChains enable developers and protocols to customize consensus, cryptography, MEV rules, fees and more. But is this customization worth the fragmentation, start-up costs, lack of tooling and other challenges AppChains face? Tune in to find out!
And don't worry - we'll be back to the usual roundup with Jason and Santi next week!
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Timestamps
(00:00) A Note from Jason
(02:45) Intro: Pre-Interview
(05:15) The AppChain Thesis
(13:34) Reasons to Build an AppChain
(30:00) Blockworks Research ad
(31:33) The Downsides and Challenges
(46:22) What is Permissioned Blockspace?
(53:06) Cosmos vs Ethereum
(01:06:28) Solving Interoperability
(01:12:12) User Lock-in, Wallets
(1:18:00) Recap: Post-Interview
- -
Follow Myles: https://twitter.com/MylesOneil
Follow Mike: https://twitter.com/MikeIppolito_
Follow Sunny: https://twitter.com/sunnya97
Follow Dmitriy: https://twitter.com/dberenzon
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
- -
Resources:
Bell Curve podcast
https://spoti.fi/3JWqLmK
Dmitriy's blog
https://dberenzon.medium.com/
Osmosis
https://osmosis.zone/
1k(x)
https://1kx.network/
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Disclaimer: Nothing said on Bell Curve or Empire 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
2/10/2023 • 1 hour, 35 minutes, 28 seconds
Frax: Building the DeFi Trinity | Sam Kazemian
In this episode of Empire, Sam Kazemian joins Jason and Dan to discuss Frax's mission to build the most widely used stablecoins in DeFi. Sam starts by explaining how Frax has succeeded while other stable protocols have failed, why Frax is eyeing Fed deposits and the strategy behind the "DeFi Trinity". We then explore Frax's new ETH staking product, the stablecoin trilemma, and Sam drops a new product announcement (alpha leak). Don't miss this conversation with one of the brightest minds in DeFi!
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Timestamps:
(00:00) Introduction
(00:49) - Frax’s Mission
(04:41) - How Frax Thrived When Others Failed
(09:00) - Fed Deposits, Escaping Regulation and RWAs
(17:03) - Public ad
(18:53) - Creating Spot Demand and Monetary Premium
(26:00) - frxETH and sfrxETH Explained
(44:31) - Is Frax’s Focus too Broad?
(49:02) - The Stablecoin Trilemma
(54:00) - Alpha Leak
(55:46) - Update on Frax’s Multisig
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Follow Sam: https://twitter.com/samkazemian?lang=en
Follow Jason: https://twitter.com/JasonYanowitz
Follow Dan: https://twitter.com/smyyguy
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
This episode is sponsored by Public.com. Go to https://Public.com/empire to move your cash into a Treasury Account today.
- -
Resources
Frax
https://frax.finance/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/6/2023 • 57 minutes, 19 seconds
Will Companies Survive the Funding Drought? | Roundup
In today’s episode of Empire, we discuss how crypto startups are running out of cash. Will more companies quietly shut down, and how will the survivors navigate the market? One group of people can strongly impact this outcome: Crypto VCs. We explore what decisions these VCs are facing, if they'll be able to raise funds from LPs, their hardest challenges and more! This is a short episode that's packed with insights.
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Timestamps:
(00:00) Introduction
(00:57) Nike x Tiffany collab
(10:38) Celsius lacks leadership
(12:45) Private companies will quietly shut down
(15:53) How VCs operate
(22:12) Blockworks Research Ad
(27:45) Challenges of running a crypto VC fund
(32:55) Fundraising terms matter
(34:23) Lessons learned from past cycles
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Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
Bell Curve podcast
http://bit.ly/3HVuKi1
LVMH story
https://www.ft.com/content/c79eccfc-fca1-11e9-a354-36acbbb0d9b6
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
2/3/2023 • 42 minutes, 40 seconds
Trading Crypto Inflection Points | Hal Press
In this episode of Empire, Hal Press joins Mike and Jason to discuss his investment thesis. It's no secret that Hal is an ETH super bull, and this episode makes it clear why. He explains ETH's unfair advantage, how L2s will serve as free marketing for Ethereum, the liquidity staking derivative trade, the mechanics behind token rallies, token value accrual and the deflationary outlook! Get ready, this is one of my favorite podcasts yet.
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Timestamps:
(00:00) Introduction
(00:54) What Caused This Rally?
(10:46) The ETH:BTC Ratio
(13:14) How Shanghai Will Affect ETH Sell Pressure
(18:32) The LSD Trade
(20:30) Blockworks Research Ad
(30:30) The Real Yield Thesis
(32:36) Has ETH Won?
(44:28) Aptos’ Rally & Learnings
(54:40) The L2 Landscape
(59:10) Where Will Value Accrue?
(1:07:36) Bullish on dYdX
(1:10:34) Macro and Deflation
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Follow Hal: https://twitter.com/NorthRockLP
Follow Jason: https://twitter.com/JasonYanowitz
Follow Mike: https://twitter.com/MikeIppolito_
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
North Rock Digital
https://northrockdigital.com/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/30/2023 • 1 hour, 23 minutes, 22 seconds
Bear Market: Stage 3 is upon us | Roundup
In today’s episode of Empire, we discuss how we've just entered the third phase of the bear market. A phase marked by apathy. We explore what this means for builders, investors and the industry. If you're still here (in crypto), you don't want to miss this.
We then cover why Aptos' price is pumping, Circles CCTP news, the controversial Doodles announcement and more!
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Timestamps:
(00:00) Introduction
(04:27) Permissionless Speakers
(05:30) Phase 3 of the Bear Market
(37:00) Regulatory Clarity
(41:09) Why is Aptos Ripping?
(49:06) Circle’s CCTP
(55:29) Doodles 2 Launching on Flow
(57:50) Kevin Rose $2M+ NFT “Hack”
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Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
Electric Capital 2022 Developer Report
https://www.developerreport.com/developer-report
Revoke.Cash
https://revoke.cash/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/27/2023 • 1 hour, 5 minutes, 34 seconds
Is Lido's Monopoly a Threat to Ethereum? | Roundup
In today’s episode of Empire, we discuss the upcoming Shanghai upgrade and Lido's liquid staking monopoly. What will happen to stake rates once withdrawals are enabled? Will LSD providers steal market share from Lido?
We also discuss Genesis' terrible GBTC trade, why we're feeling optimistic, FTX recovering $5B, Japan's most popular blockchain and how people still underestimate the power of BD in crypto (e.g. the Avalanche AWS partnership)!
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Timestamps:
(00:00) Introduction
(00:21) Crypto Conferences & the January Effect
(09:30) Genesis’ Terrible Risk/Reward Trade
(20:08) FTX Finds $5B of Assets
(24:38) SBF’s Substack Post
(28:56) Why We're Still Feeling Optimistic
(37:21) How the Shanghai Upgrade will Impact ETH staking rates
(44:16) When to Sell (a Crypto Funds Perspective)
(48:16) Has Lido Won the LSD Battle?
(52:53) Avalanche Partners With AWS
(1:01:07) Japan’s Most Popular Blockchain
(1:03:39) Coinbase and Blockchain.com Layoffs
(1:05:00) On-Chain US Treasuries (Ondo Finance)
(1:07:25) Book Recommendations
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
Thinking in Probabilities (Byron newsletter)
https://blockworks.co/newsletter/issue/30211866
SBF's Substack
https://sambf.substack.com/
Ryan Watkins tweet
https://twitter.com/RyanWatkins_/status/1612872737134870528
Astar
https://astar.network/starmap/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
1/13/2023 • 1 hour, 13 minutes, 24 seconds
Crypto in 2023: Predictions Episode
In today’s episode of Empire, we bring on Mike and Mark from On The Margin to discuss our 2023 crypto thesis. We debate predictions on the Wallet Wars, ETH vs Bitcoin, the rise of insurance, app-specific vertical integration, the adoption of CBDCs, Coinbase vs DEXs, MEV as a business model and more!
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Timestamps:
(00:00) Introduction
(02:14) Crypto’s 2022 Wrapped
(11:52) The Bottom is in for Crypto, not for Equities
(19:35) Kings of Spot & NFT Trading Will Lose Market Share
(22:44) Stablecoins, DeFi’s Resurgence and Permissioned Protocols
(28:02) Regulators are Coming, and the CBDC debate
(33:23) MEV will be the Business Model for DeFi & Exchanges
(42:05) No Industry Takes Off Without Insurance
(48:48) A Market Bottom & the Value of Memes
(52:36) ETH vs Bitcoin (spicy)
(1:03:34) Miner Capitulation, Wallet Wars & Gaming
(1:11:31) Vertical Integration, Privacy and Payments
(1:17:51) The Rise of Professional Guilds
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Follow Mark: https://twitter.com/MarkYusko
Follow Mike: https://twitter.com/MikeIppolito_
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Empire links
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
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Follow Empire: https://twitter.com/theempirepod
On The Margin links
Subscribe on YouTube: https://bit.ly/3YGtdml
Subscribe on Apple: https://bit.ly/3BUZXhK
Subscribe on Spotify: https://bit.ly/3hHY1m4
Follow OTM: https://twitter.com/OnTheMarginPod
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
12/26/2022 • 1 hour, 23 minutes, 57 seconds
Genesis on the Brink of Collapse | foobar
Genesis, crypto's largest lender, just froze withdrawals and new loan orginations. Would a Genesis collapse have wider impacts than FTX's demise?
Genesis sits at the direct center of crypto capital markets. They custody funds. They help institutions earn yield. They are the yield product for CeFi platforms. Genesis touches almost everything...
We bring on foobar to discuss!
Note: A spokesperson at Anchorage (mentioned in the ep), shared this great update: "Anchorage Digital does not lend or repurpose client assets without a client's permission and we have no commercial relationship with Genesis."
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Follow foobar: https://twitter.com/0xfoobar
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
- -
Resources
Jason's thread on Genesis
https://twitter.com/JasonYanowitz/status/1592917789898989568
Circle's tweets on Genesis
https://twitter.com/circle/status/1592940639645495298
- -
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
11/16/2022 • 1 hour, 8 minutes, 54 seconds
Your Privacy, Risks, and Rights Following Tornado Cash Sanctions | Jill Gunter & Michael Mosier
The US Treasury's sanctions on Tornado Cash could go down as one of the most significant events in crypto's history. The implications and nuances are vast, so we've decided to do something a little different for today's episode.
On August 12th, Jill Gunter and Michael Mosier from Espresso Systems hosted a Twitter Space on Tornado's sanctions, financial privacy and regulation. We've teamed up with Jill and Michael to share this epic conversation with a wider audience.
This is a massive episode, almost 3 hours, but it's full of profound insights and has an all-star lineup of speakers. I highly recommend listening if you want to learn more about the recent sanctions and where regulation is heading!
Shoutout to @f1v3am and @nedbgq, who provided a recording of the conversation and made this episode possible.
--
Follow Jill: https://twitter.com/jillrgunter
Follow Michael: https://twitter.com/M_Mosier_
Follow Empire: https://twitter.com/theempirepod
--
Resources
Link to the original Twitter Space
https://twitter.com/jillrgunter/status/1558150917387534336
8/25/2022 • 2 hours, 49 minutes, 27 seconds
Is Anchor’s 19% APY Sustainable | Weekly Round Up
On this episode of Empire's Weekly Roundup, Jason is joined by Blockworks Co-founder and On The Margin podcast host Mike Ippolito, Blockworks Markets Strategist Byron Gilliam, and Matthew Hepler, vice president of portfolio management at Arca.
Matt joins the show to discuss Anchor, its upcoming protocol proposal and the sustainability of the protocol’s 19% APY. He also chats about the differences in governance in equities versus crypto.
Jason, Mike and Byron then dive into the hottest stories of the week: the Luna Foundation Guard’s burning of 4.2 million LUNA, Biden’s crypto executive order, Andre Cronje & Anton Nell’s DeFi departure and if we in a bear market as sentiment & Crypto narratives begin to fade.
Avalanche:
Thank you to Avalanche for sponsoring Empire. Avalanche is one of the best and fastest growing smart-contract platforms in the industry.
Learn more about them at https://www.avax.network/
---
Empire's Weekly Roundup is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/
Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9
Subscribe to the podcast on Apple: https://apple.co/3srZf7M
3/11/2022 • 1 hour, 10 minutes, 40 seconds
Why DeFi Will Overtake TradFi | Jim Bianco
Episode recorded on February 22nd.
On today's episode of Empire Jason & Santiago are joined by Jim Bianco, Founder of Bianco Research, for a conversation on the broader markets, as well as crypto. Jim shares his macro framework for 2022 discussing Fed rate hikes, Biden's inflation problem, recessionary warnings in the bond market, crypto's correlation to traditional markets, DeFi vs CeFi Stablecoin TVL, the complexities of protocol bridging & how the financial system is ready for a new wave of innovation in the form of DeFi.
--
Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like this, subscribe to Blockworks' free daily newsletter: https://blockworks.co/newsletter/
Follow me and Santiago on Twitter, @JasonYanowitz and @santiagoroel; let us know what you thought of the show!
Subscribe to the podcast on Spotify: https://open.spotify.com/show/4UTePv1CR3APdKOiosR3Iq?si=41bc452345b649f9
Subscribe to the podcast on Apple: https://apple.co/3srZf7M