Empire

The Hivemind team unpacks Bitcoin hitting $100k, from strategic reserves to market psychology. They explore the importance of conviction over FOMO and the challenges of narrative rotation. Jose and Yan breakdown Ethena's yield mechanisms and their impact on the broader DeFi landscape taking center stage. The episode wraps with a discussion about the realness of AI innovation in crypto. Thanks for tuning in!

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

Follow Ceteris: https://twitter.com/ceterispar1bus

Follow Jose: https://x.com/ZeMariaMacedo

Follow Yan: https://x.com/YanLiberman

Follow Duncan: https://x.com/FloodCapital

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/

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Timestamps:

(0:00) Introduction

(1:42) Bitcoin $100k Prediction

(9:59) Catching Narratives VS Conviction

(20:27) HyperLiquid's Template Airdrop

(39:34) Ethena Yield & Sustainability

(51:39) Ethena's Investment Case

(1:02:06) AI Winners

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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.

In today's episode Qiao joins us to check in on the current stage of the crypto market cycle. Qiao shares why the lack of celebration signals a fundamental shift in market psychology as evidence by the rampant growth of AI and memes. The conversation then explores how BRICS nations may be secretly accumulating Bitcoin ahead of US policy changes, and why March 2024 could mark a local top. Qiao breaks down why AI agents in crypto are primarily a narrative trade for now, and explains how Hyperliquid's unique approach to token launches could reshape the industry. Thanks for tuning in!

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

Follow Qiao: https://x.com/QwQiao

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/mv4frfv7ww

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/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

- -

It's time for an on chain Binance to emerge.

Magic Eden is getting into token trading and their vision is to become on chain Binance and then much more as the entire world ends up moving on chain

- -

Toku simplifies every part of global token compensation — everything from paying full time employees in stablecoins, issuing token grants to your team and investors, all in 100 countries on one platform.

Talk to Toku today at: https://www.toku.com/

- -

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

- -

Timestamps:

(00:00) Introduction

(02:20) ETH's Flows & Return

(12:47) Bitcoin Reserve Odds

(17:33) Consensus Trade this Cycle

(19:52) Everyone is Looking for Tops

(26:42) AI Agents

(33:52) Skale Ad

(34:31) Magic Eden Ad

(35:15) Toku Ad

(36:05) Ledger Ad

(36:48) Airdrop Success

(41:15) Best Cities for Crypto Founders

(44:08) Where Should Apps Build?

(47:30) Flow of Information

(52:45) Return of Normies

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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.

Gm! This week, we discuss how to trade the current market regime as the alt roulette wheel spins. While Bitcoin consolidates just below $100k, we deep dive into the return of dino coins, trading in the trenches, how to play crypto's trickle down wealth effect, the impact of Microstrategy & much more. Enjoy!

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Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

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Definitive is a multichain trading platform used by top funds, DAOs and pro traders.

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For our 1000x listeners - get no fees on your first $100K in trading volume:

blockworks.definitive.fi

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(5:03) Dealing With P&L Bias

(7:50) Are We Ranging?

(13:54) Definitive Ad

(14:47) Retail Is Back

(24:52) Trading The Trenches

(27:41) Crypto's Wealth Effect

(32:44) Strategic Bitcoin Reserve

(47:50) SOL/ETH

(49:19) NFTs

(50:57) Microstrategy

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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

In today's episode Haseeb and Avichal return to Empire for a deep dive into the current state of the crypto market cycle. They debate whether we're heading toward a massive bubble or a more mature market phase. They also discuss the growing competition from Solana in the L1 sector. Then Haseeb and Avichal also dissect the impact of memecoins on crypto adoption, debate the real value of network effects, and analyze how Trump's potential election could reshape crypto's regulatory landscape. The episode concludes with a fascinating comparison between Ethereum and Intel, examining the risks of market dominance and innovation stagnation.

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

Follow Haseeb: https://x.com/hosseeb

Follow Avichal: https://x.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/mv4frfv7ww

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/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

- -

It's time for an on chain Binance to emerge.

Magic Eden is getting into token trading and their vision is to become on chain Binance and then much more as the entire world ends up moving on chain

- -

The self-custody wallet that's built for swapping. Created for a multi-chain world by the most trusted team in DeFi.

Available on Chrome, iOS, and Android.

https://blckwrks.co/UniswapWallet

- -

$cmETH, a Mantle native liquid restaking token, will launch together with Season 2: Methamorphosis, allowing users to easily participate in restaking, and earn $COOK rewards in addition to other yields.

$COOK, the governance token of mETH Protocol, will allow holders to play a pivotal role in directing the strategic future of mETH Protocol.

Learn more: https://x.com/mETHProtocol

- -

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

- -

Timestamps:

00:00 Introduction

02:44 Is this Crypto's Boom & Bust Cycle?

14:03 Does the Market Understand Crypto?

18:20 Super Cycle (Real)

28:14 Return Dispersion

36:00 Why People are Buying Memecoins

48:02 Skale Ad

48:41 Magic Eden Ad

49:25 Uniswap Ad

49:57 Mantle Ad

50:51 Ledger Ad

51:36 Impact of Memecoins on VCs

58:46 Ethereum's Position

01:21:46 Impact of New US Admin

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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.

Jason and Santi break down the Fifth Circuit's ruling against Tornado Cash sanctions and its implications for crypto protocols. They also examine PumpFun's content moderation crisis and how platforms should navigate these issues. The discussion then shifts to Brazil's proposed Bitcoin reserve bill and broader government adoption, exploring how geopolitical dynamics are reshaping institutional crypto demand. They close out by discussing Base's growth, memecoin dynamics, and surprising movements in legacy tokens. Thanks for tuning in!

Chat with us in our new telegram: https://t.co/uvyS3SSdUn

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

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/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

- -

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at https://shop.ledger.com/?r=1da180a5de00

- -

Toku simplifies every part of global token compensation — everything from paying full time employees in stablecoins, issuing token grants to your team and investors, all in 100 countries on one platform.

Talk to Toku today at: https://www.toku.com/

- -

Timestamps:

00:00 Introduction

01:59 Thanksgiving Vibes

12:27 PumpFun Content Moderation

19:08 Will Memes Continue?

23:02 Tornado Cash Court Victory

31:30 Skale Ad

32:09 Toku Ad

33:00 Ledger Ad

33:45 Metrics Dive

45:52 Central Banks Buying Bitcoin

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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.

In today's episode we are joined by ParaFi partners, Ben Forman and Kevin Yedid-Botton. They unpack their biggest predictions for crypto in 2030. They unpack their vision of Bitcoin reaching gold parity at $815K, stablecoins hitting 10% of M2 supply, and AI dominating 90% of on-chain activity. They also explain the evolution of prediction markets, Solana's path to Ethereum parity, and why wallets will become the new banks. To close out they discuss the rising geopolitical influences Bitcoin may have for the coming decade, and its transformative role for nation state accumulation. Thanks for tuning in!

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

Follow ParaFi: https://x.com/paraficapital

Follow Kevin: https://x.com/yedidbotton

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/mv4frfv7ww

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/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

- -

It's time for an on chain Binance to emerge.

Magic Eden is getting into token trading and their vision is to become on chain Binance and then much more as the entire world ends up moving on chain

- -

The self-custody wallet that's built for swapping. Created for a multi-chain world by the most trusted team in DeFi.

Available on Chrome, iOS, and Android.

https://blckwrks.co/UniswapWallet

- -

$cmETH, a Mantle native liquid restaking token, will launch together with Season 2: Methamorphosis, allowing users to easily participate in restaking, and earn $COOK rewards in addition to other yields.

$COOK, the governance token of mETH Protocol, will allow holders to play a pivotal role in directing the strategic future of mETH Protocol.

Learn more: https://x.com/mETHProtocol

- -

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

- -

Timestamps:

(00:00) Introduction

(02:15) Predictions for 2030 

(05:02) Bitcoin Price 2030 Prediction 

(13:42) Stablecoin Growth

(29:55) Tokenized RWA Growth

(40:14) Prediction Markets

(47:54) Media & Prediction Market Relationship

(55:43) Skale Ad

(56:22) Magic Eden Ad

(57:06) Uniswap Ad

(57:38) Mantle Ad

(58:33) Ledger Ad

(59:18) AI is 90% of Onchain Activity

(01:07:50) Application Layer Boom

(01:14:52) Wallets as the New Banks 

(01:24:43) Solana Parity with Ethereum

(01:32:16) 98% of Tokens Underperform BTC

(01:41:24) Blockchain GDP to $1T

(01:50:24) Honorable Mentions

(01:53:42) Geopolitical BTC Race

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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.

The Hivemind team unpacks MicroStrategy's leveraging of its premium to accumulate billions in Bitcoin. Yan discusses the sustainability of this strategy as BTC hits 95k and what this could imply for the wider market. Then the team explores how financialization of emerging AI agents may continue. To close out they discuss general market sentiment and their outlook and what tokens may perform the best. Thanks for tuning in!

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

Follow Ceteris: https://twitter.com/ceterispar1bus

Follow Jose: https://x.com/ZeMariaMacedo

Follow Yan: https://x.com/YanLiberman

Follow Duncan: https://x.com/FloodCapital

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

02:01 Saylor's BTC Buys

18:02 Bitcoin Dominance & Alt Season

22:08 AI Meta Over Hyped?

40:06 Increased CEX Listing Appetite

47:16 Was Murad Right?

54:33 Market Outlook

01:02:17 What to Buy?

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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.

In this week's roundup, Jason and Santi dive into weird lack of euphoria on crypto twitter despite Bitcoin hitting $98K and analyze why the market dynamics feel different this cycle. They explore Trump's recent pro-crypto moves, including meetings with Coinbase's CEO, suggesting a shift in US crypto policy. They also break down the emerging AI agents narrative, debate the significance of MicroStrategy's latest Bitcoin purchases, and explain why stable coin adoption is severely underestimated. Thanks for tuning in!

Chat with us in our new telegram: https://t.co/uvyS3SSdUn

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

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/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

- -

Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.

Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks

- -

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at https://shop.ledger.com/?r=1da180a5de00

- -

Toku simplifies every part of global token compensation — everything from paying full time employees in stablecoins, issuing token grants to your team and investors, all in 100 countries on one platform.

Talk to Toku today at: https://www.toku.com/

- -

Cronos zkEVM has launched its Pioneer Program,offering early users loyalty points for engaging with Cronos zkEVM & its dapps.

Join the first quest by depositing CRO in the Cronos zkEVM bridge to receive zkCRO & loyalty points at mainnet launch, as well as a chance to win a part of a $30,000 zkCRO giveaway by depositing in the bridge.

Visit https://zkevm.cronos.org/bridge for more info

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Timestamps:

00:00 Introduction

03:04 Euphoria or Destiny?

10:39 Building vs Trading

13:13 Portfolio for this Bull Market

18:37 Alt Season Dynamics

22:15 Fund Performance

30:48 Skale Ad

31:25 Cronos

32:23 Toku Ad

33:14 Magic Eden Ad

33:58 Ledger Ad

34:43 Stablecoin Legislation

44:02 Market Volume

48:28 MicroStrategy Trade

- -

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.

We're back with another live episode of 1000x. This week, we discuss what's performing in this market, finding crypto's next big trade, the BTC ETF options impact, 2021 vs today & much more. Enjoy!

--

Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod

Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh

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Timestamps:

(00:00) Introduction

(01:49) Is ETH The XRP Of This Cycle?

(03:41) What’s Performing In This Market?

(07:32) Avi = Locked In

(09:00) DOGE

(13:09) The 2021 Cycle vs Today

(25:22) IBIT Options

(32:55) Allocating To Crypto

(34:53) Memes

(40:29) Tips For Trading Crypto

--

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

In today's episode we are joined by One River and Coinbase Asset Management CEO Eric Peters to unpack how institutions are thinking about crypto this cycle. Eric breaks down why infrastructure providers like Coinbase are positioned to be the biggest winners, how tokenized equities could transform global market access, and what the institutional capital cycle means for Bitcoin, ETH, and Solana. Eric also breaks down why we're at the beginning of a complete reboot of financial architecture and how to navigate this from a portfolio perspective. Thanks for tuning in!

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

Follow Eric: https://www.linkedin.com/in/charlesericpeters/

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/mv4frfv7ww

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/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

- -

It's time for an on chain Binance to emerge.

Magic Eden is getting into token trading and their vision is to become on chain Binance and then much more as the entire world ends up moving on chain

- -

The self-custody wallet that's built for swapping. Created for a multi-chain world by the most trusted team in DeFi.

Available on Chrome, iOS, and Android.

https://blckwrks.co/UniswapWallet

- -

$cmETH, a Mantle native liquid restaking token, will launch together with Season 2: Methamorphosis, allowing users to easily participate in restaking, and earn $COOK rewards in addition to other yields.

$COOK, the governance token of mETH Protocol, will allow holders to play a pivotal role in directing the strategic future of mETH Protocol.

Learn more: https://x.com/mETHProtocol

- -

Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today.

Buy now at Ledger.com

- -

Timestamps:

(00:00) Introduction

(02:50) Impact of Election

(16:27) Global Macro Outlook

(29:42) Crypto's Secular Trend 

(42:31) Skale Ad

(43:11) Magic Eden Ad

(43:55) Uniswap Ad

(44:27) Mantle Ad

(45:21) Ledger Ad

(46:04) Impact of Institutional Adoption

(49:11) Bull and Bear Cases for BTC

(54:11) Eth & Sol Outlook

(01:01:50) The Cycle Trade

(01:08:11) Corporates Buying BTC

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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.