This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and more. Enjoy!

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Follow Josh: https://x.com/joshua_j_lim

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(00:00) Introduction

(03:41) State of the Market

(08:48) Josh's Outlook For 2026

(18:45) The SaaS-Pocalypse & Crypto's Marginal Buyer

(26:12) Coinbase Ad

(26:58) The Crypto to AI Rotation

(37:24) The Ethereum L2 Roadmap

(47:27) Kyle Samani Leaves Multicoin

(01:01:45) Why Is Josh Still In Crypto?

(01:03:57) Content of The Week

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