Empire

Hivemind: Peak Macro Uncertainty, Hyperliquid Bull Case & the New Era of Programming


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This week, the Hivemind team discuss the macro uncertainty impacting markets, the future of meme coins, and a deep dive into Hyperliquid and its valuation. We also dig into the bull case of Celestia, Ethena’s new L1, the new era of programming, and more. Enjoy!.

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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


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

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

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

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

Follow Empire: https://x.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/

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Timestamps:

(0:00) Introduction

(1:50) Market Overview and Bitcoin's Position

(4:15) Macro Trends and Economic Uncertainty

(10:21) Crypto Market Sentiment and Predictions

(14:32) The Future of Meme Coins

(19:33) Hyperliquid Deep Dive

(32:22) Understanding Celestia's Role in Blockchain

(40:11) Comparing Celestia to Ethereum

(44:10) Ethena's New L1: Converge

(54:33) Vibe Coding: The New Era of Programming

(1:04:04) Delphi's AI and Crypto Accelerator

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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.

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