Empire

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.

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.

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.

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

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

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.

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

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:

(00:52) 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.

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.

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.

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.

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.