Empire

Hivemind: Where Do Crypto Markets Go Next?


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This week, the Hivemind team discusses post-Jackson Hole conditions, Bitcoin seasonality, and rate cut expectations. They analyze DATs and liquidity dynamics, MicroStrategy’s S&P potential, Solana versus Base adoption, Pokémon TCG crypto experiments, and creator coin streaming models. They also unpack Plasma’s TGE, World LibertyFi, stablecoin and institutional chain use cases, and Tom Lee’s ETH commentary.


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 Jason: https://x.com/3xliquidated

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

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Follow Empire: https://x.com/theempirepod

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Timestamps:

(00:00) Introduction

(02:25) Market Outlook

(09:53) The State of DATs

(17:07) Streaming & Creator Coins

(36:28) Plasma's TGE & World LibertyFi

(39:51) Stablecoins & the Tempo Announcement

(48:48) Tom Lee's ETH Saga



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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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.


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