Empire

In today's episode, Jason is joined by Rob Leshner, former founder of Compound, to discuss his newly created venture Superstate. We cover the challenges & impacts of bringing RWAs on-chain, the go-to-market strategy and competitive landscape for Superstate, and the upcoming battleground for stablecoins. - - Timestamps: (00:00) What is Superstate (08:06) Challenges of bringing RWAs on-chain (18:27) Impact of Trad Assets on Crypto (28:52) Quicknode ad (30:39) Carbon Ad (32:18) Superstate Raise & Competitive Landscape (38:07) Legal Challenges of Superstate GTM (41:24) Taking on Stablecoins & Token Model (47:48) Exploring On-Chain KYC (51:31) Business Model & Founding a Company - - Follow Rob Leshner: https://twitter.com/rleshner Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play: Click this Carbon link: https://bit.ly/43Vo2AB Create a new Carbon strategy Boom. You're eligible to win USDC rewards based on the performance of your strategy - - This episode is brought to you by QuickNode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - Resources Superstate Website https://superstate.co/ https://twitter.com/superstatefunds - - 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, Jason and Santiago discuss institutional impacts on crypto including BlackRock CEO Larry Fink's comments on Bitcoin as digital gold and Coinbase ETF rally affect. We also cover the NFT market capitulation, Blur scapegoating, Lido treasury conversion, and the excitement around Permissionless. - - Timestamps: 00:00 Introduction 3:10 Threads: The Twitter Killer? 13:41 Larry Fink on BTC as Digital Gold 21:09 Coinbase ETF Rally 26:50 NFT Capitulation: Is Blur a scapegoat? 37:43 Lido Converts Ethereum Treasury 40:30 Permissionless & Crypto Conferences - - 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 Adam Mosseri on ActivityPub Support https://www.threads.net/t/CuRtcYTNY3J/ Blur Founder: Why Optimizing for Creators is a Bad Strategy https://blockworks.co/podcast/empire/76db49fe-b1b0-11ed-97b4-1ff56c36f1b8 Blend: Unlock The Value of Your NFTs | Pacman, Blur https://blockworks.co/podcast/empire/bc263054-e9a6-11ed-b6cc-e309579281c5 Bell Curve: The End Game for Liquid Staking | S5 Premiere https://blockworks.co/podcast/bellcurve/51960928-1a55-11ee-b504-7700561a4789 -- Research, news, data, governance and models – now, all in one place. As a listener of Empire, you can use code "EMPIRE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - 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 of 1000x, Jonah and Avi discuss markets and trading ETH:BTC. We also cover our worst trades and what we learned, why OG DeFi tokens pumped, how most NFTs resemble brands (not art), trading a BTC ETF approval, the setup for the next bull run and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (02:56) Our Worst Trades and Lessons from History (17:18) Addressing Crypto Naysayers (19:23) The OG DeFi Token Pump (24:51) Why Are You Bullish NFTs? (35:01) What Happens to ETH:BTC if an ETF is Approved? (43:40) The Setup for a Bull Run in 24/25 - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX 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: The Great Game https://www.amazon.com/Great-Game-Emergence-Street-1653-2000/dp/0743200438/ The Alchemy of Finance https://www.amazon.com/Alchemy-Finance-George-Soros-ebook/dp/B0BHR5B749 Baruch My Own Story https://www.amazon.com/Baruch-My-Own-Story-Bernard/dp/163823289X/ The Prize https://www.amazon.com/The-Prize-Daniel-Yergin-audiobook/dp/B001GX9W5Y Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - 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.

Today we are joined by Josh Rosenthal to learn how history predicts crypto's future. We discuss how history's revolutions shaped our beliefs and culture, what happens when technology outpaces society, what's next for crypto, why increased volatility is coming and more! - - Timestamps: (00:00) Technology Drives History (07:11) How the Renaissance Changed Everything (13:41) Global Revolutions: The Domino Effect (33:26) Carbon Ad (35:08) The SEC’s Clampdown Contextualized by History (57:44) How Crypto Will Shape Society (01:12:30) Incoming Chaos and Managing Volatility - - Follow Josh: https://twitter.com/JoshuaRosenthal Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play: Click this Carbon link: https://bit.ly/43Vo2AB Create a new Carbon strategy Boom. You're eligible to win USDC rewards based on the performance of your strategy - - Resources Josh Rosenthal on Empire (The Crypto Renaissance, May 2021) https://spoti.fi/3NLnh8c - - 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, Jason and Santiago discuss if now is the time to buy a Punk! We also cover our takeaways from the Punk6529 interview, how to pick which NFT to buy, NFT business models, Santi's view on the current investing/fundraising environment, the Prime Trust debacle and more. - - Timestamps: (00:00) Introduction (00:31) Punk6529 Interview Takeaways (06:16) Is Now the Time to Buy a Punk? (021:24) “Blockworks Research Ad” (22:56) Azuki’s “New” Collection & NFT Business Models (27:43) Santi on Crypto Fundraising/Investing (42:32) The Prime Trust Debacle (49:59) Superstate: Rob Leshner’s New Company - - 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: Punk6529: Why Crypto Matters https://spoti.fi/3JDghrv -- Research, news, data, governance and models – now, all in one place. As a listener of Empire, you can use code "EMPIRE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - 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 are joined by Punk6529 to discuss how NFTs and Web3 rails will shape our digital lives. We cover the evolution of the metaverse, why we need permissionless protocols, the need for digital ownership, why 6529 bought The Goose and loves generative art, community-owned NFTs and more! - - Timestamps: 00:00 Defining the Metaverse 13:53 Why We Need Permissionless Protocols 36:48 The Value of Digital Ownership 53:38 Thales ad 54:33 Carbon Ad 56:13 NFT Deep Dive 01:08:54 The Pushback on NFTs 01:13:32 The Goose & Generative Art 01:30:11 Punk 6529’s Museum 01:46:18 Community-Owned NFTs and Punk 6529’s Fund 01:56:58 Thoughts on Punks, CryptoDickbutts and the NFT Future - - Follow Punk6529: https://twitter.com/punk6529 Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play: Click this Carbon link: https://bit.ly/43Vo2AB Create a new Carbon strategy Boom. You're eligible to win USDC rewards based on the performance of your strategy - - This episode is brought to you by Thales. Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting https://thalesmarket.io/mtm_campaign=blockworks today! - - Resources "The Goose" Twitter thread https://twitter.com/punk6529/status/1669733924317143042 - - 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 of 1000x, Jonah and Avi discuss markets and how to trade crypto's mispriced volatility. We cover options strategies, how to evaluate the GBTC trade, why alts look dead, the bifurcation of crypto, if traders can pre-position telegraphed events and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:04) How to Spot Mispriced Volatility (16:34) Evaluating the GBTC Trade (24:13) Blackrock’s BTC ETF Filing (28:02) What’s Going on with Alts? (33:02) The Bifurcation of Crypto (38:40) Reflexivity and Macro Bullishness (41:52) Pre-Positioning Telegraphed Events (44:25) Miners are Pivoting to AI - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX 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: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays - - 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, the fellas discuss what a Blackrock BTC ETF would mean for crypto, why you should watch BTC's dominance, if NFTs will make a comeback, Binances L2 and more! - - Timestamps: (00:00) Introduction (02:24) BTC ETF Filings & The Clash of Narratives (24:33) “Valora Ad” (25:31) Who Will Trade on EDX Markets? (33:11) SAP’s Announcement: Cross-Border USDC Payments (40:49) The Ethscriptions Thesis (45:46) Will NFTs Make a Comeback? (52:02) Binance’s L2 Announcement - - Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Vance: https://twitter.com/pythianism Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: SAP USDC blog post https://blogs.sap.com/2023/06/15/cross-border-payments-made-easy-with-digital-money-experience-the-future-today/ - - Disclaimer: Nothing said on Bell Curve or 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

00:00 Icebergy's Crypto Story 4:23 Finding Narratives from On-Chain Activity 11:17 Trading Tokens in Solana's Eco 14:24 Why Trade in Crypto vs Traditional Markets? 18:12 DeFi’s Underperformance 22:19 Evolving Investment Styles and Frameworks 40:39 Thales Ad 41:35 Carbon Ad 43:14 Inter-Rollup Competition 48:53 The Most Understood Thing in Crypto 50:26 What Could Revitalize DeFi? 58:12 Web3 Social Media and Social tokens 01:07:17 Why We Crypto

In today’s episode, the team debates the launch of Uniswap v4! We explore the details of Uniswap v4, what this means for the future of Curve and other AMMs, as well as looking at the fee switch debate and how the industry could look to implement an interoperability standard. -- Timestamps: (00:00) Introduction (04:13) Uniswap’s Origin Story and Product Journey (12:19) “Valora Ad” (13:14) Uniswap v4: The Design and Opportunity (32:58) How Will This Impact Curve and Other AMMs? (36:15) Should Uniswap Launch an AppChain? (41:00) The Fee Switch Debate (44:05) Did Uniswap Copy-Pasta? (47:15) Crypto Needs an Interoperability Standard (55:04) Liquidity Migration from v3 to v4 -- Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: https://twitter.com/santiagoroel Follow Ren: https://twitter.com/RebeccaRettig1 Follow EffortCapital: https://twitter.com/EffortCapital Follow Purplepill: https://twitter.com/purplepill3m 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: Article on Uniswap’s history: https://blog.uniswap.org/uniswap-history Hyperstructure article: https://jacob.energy/hyperstructures.html Cosmos episode: https://spoti.fi/3NbI0Ax - - 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.

Today we are joined by Rebecca Rettig and Jake Chervinsky to discuss the SEC's attack on crypto and how the industry needs to respond. Rebecca and Jake explore the SEC lawsuits, the McHenry-Thompson Bill, their expected US regulation timeline, DC's sentiment and more! Regulation and policy are becoming must-know topics for crypto participants, and this is your go-to source for everything you need to know. This is the second episode in an ongoing regulatory and policy series with Jake and Rebecca! - - Timestamps: (00:00) Introduction (00:53) The SEC Lawsuits: What’s Next? (10:53) “Chainalysis Ad” (11:57) The SEC Lawsuits: What’s Next? (16:02) We Need a Use Case to Show Regulators (21:06) The McHenry-Thompson Bill (38:23) Unprecedented Action by the SEC (45:47) MiCA, Global Legislation and the US’s Timeline (54:10) Non-Custodial Tax Reporting (56:18) DC's Sentiment: FTX Still Lingers - - Follow Rebecca: https://twitter.com/RebeccaRettig1 Follow Jake: https://twitter.com/jchervinsky Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Chainalysis. Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases. For more information, visit www.Chainalysis.com/empire. - - Resources: The Blockchain Association https://theblockchainassociation.org/ https://twitter.com/BlockchainAssn Polygon https://polygon.technology/ - - 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.

Today we are joined by Avichal Garg and Haseeb Qureshi to explain their investment frameworks and why their crypto thesis hasn't changed. We talk about the US crypto exodus, mental models for investing, why TAM (total addressable market) is useless, investing in private vs public markets, what crypto got wrong and more! - - Timestamps: (00:00) The SEC, Binance and Coinbase: We Ripped the Bandaid Off (09:38) How Does This Affect Your Investment Decisions? (17:00) Mental Models for Investing (20:44) Value Creation vs Value Capture (23:33) Why TAM is Meaningless (28:19) Crypto’s Most Important Applications (31:06) How to Evaluate a Projects Potential (35:15) Bullish Decentralized vs Centralized Projects? (43:48) Thales ad (44:44) Carbon Ad (46:26) The Investment Environment, Layoffs and Shrinking Runways (01:06:01) Startups vs Liquid Tokens (01:11:38) What Crypto Got Wrong (01:16:53) Value Accrual: Should Protocols Flip the Fee Switch? - - Follow Avichal: https://twitter.com/avichal Follow Haseeb: https://twitter.com/hosseeb Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play: Click this Carbon link: https://bit.ly/43Vo2AB Create a new Carbon strategy Boom. You're eligible to win USDC rewards based on the performance of your strategy - - This episode is brought to you by Thales. Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting https://thalesmarket.io/?mtm_campaign=blockworks today! - - Resources Electric Capital https://www.electriccapital.com/ https://twitter.com/ElectricCapital Dragonfly https://www.dragonfly.xyz/ https://twitter.com/dragonfly_xyz - - 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, Jason and Santiago discuss the SEC's attack on crypto. We discuss the differences between the Coinbase and Binance lawsuits, tokens as securities, how regulation will impact US crypto innovation and more. We also discuss Louis Vuitton's new NFTs, Arbitrum FUD and the Apple Vision Pro! - - Timestamps: (00:00) Introduction (02:12) The SEC Oversteps: Binance and Coinbase (42:41) “Valora Ad” (43:35) Louis Vuitton Launches Soul Bound NFTs (52:25) Arbitrum Bug, Apple Vision Pro & Recommendations - - 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources Binance employee chatlogs https://twitter.com/adamscochran/status/1666473028610408450?s=20 Fundamental Difference’ Between SEC’s Binance, Coinbase Suits https://blockworks.co/news/coinbase-binance-suits-different - - 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 of 1000x, we are joined by Mike Novogratz, legendary trader and founder of Galaxy Digital. We talk about how Mike built an intuition for markets, how to synthesize trades, crypto's outlook, macro policy expectations, Mike's favorite trade and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:55) Developing an Intuition for Markets (03:25) How to Synthesize Trading Opportunities (07:17) Trading Crypto vs Macro: Similarities and Differences (11:42) Maintaining Conviction in Crypto (18:27) Crypto’s Most Interesting Opportunities (20:51) The Relationship Between BTC and Monetary/Fiscal Policy (30:41) Retail Adoption: Crypto Needs More Storytellers (37:19) Why Mike Started Galaxy (39:40) Favorite Trade of All Time (42:37) When to Sell vs Hold (48:22) Investing in Your Community and Making an Impact - - Follow Mike: https://twitter.com/novogratz Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX 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: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays DRW https://drw.com/ https://twitter.com/DRWTrading - - 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.

Today we are joined by Preston Evans and Mustafa Al-Bassam to discuss the sovereign rollup thesis. We discuss social vs technical sovereignty, the Sovereign SDK, why light clients are critical to scale, limitations of optimistic rollups, value accrual in a modular world and more! - - Timestamps: (00:00) Rollup Designs (05:40) Social Sovereignty vs Technical Sovereignty (09:58) Why Does the Rollup Debate Matter? (18:09) Limitations of the EVM (20:39) A Blockchains 3 Core Tasks (24:21) Thales (25:18) Security Guarantees & the Benefit for Users (32:21) Modular Inevitability & Breaking the Layer One Loop (42:34) Why Preston is Bearish on Optimistic Rollups (46:00) Value Accrual and Moats (53:40) Sovereign’s Alpha Release & Celestia’s Mainnet Incoming - - Follow Preston: https://twitter.com/prestonevans__ Follow Mustafa: https://twitter.com/musalbas Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Thales. Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting https://thalesmarket.io/?mtm_campaign=blockworks today! - - Resources Celestia https://celestia.org/ https://twitter.com/CelestiaOrg Sovereign https://www.sovereign.xyz/ https://twitter.com/sovereign_labs - - 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, Jason and Santiago discuss their outlook on the bear market, why Lido FUD is overblown, Animoca's red flags to watch, the SEC's show of weakness and Santi's big announcement (he's building a new crypto bank!). - - Timestamps: (00:00) Introduction (02:38) Why This Bear Market Seems So Dark (13:47) Santi Announces He's Building a Crypto Bank (24:54) “Valora Ad” (25:49) Lido FUD (33:34) Animoca's Red Flags (43:16) The SEC Shows Weakness (47:53) Book/Show Recommendations - - 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: Animoca https://www.animocabrands.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.

Today we are joined by Rune Christensen to discuss MakerDAO's Endgame. The Endgame is MakerDAO's roadmap to create the world's most widely used stablecoin. We discuss how Maker has evolved since 2015, MKR's underperformance, the 5 phases of the Endgame, what could go wrong and more! - - Timestamps: 00:00 MakerDAO's History: From Creation to Today 08:51 Codifying Rules to Scale 19:36 MKR’s Underperformance vs DAI’s Growth 24:36 Quicknode 26:25 Phase 1: Rebranding, New Tokens, Farming 37:37 Phase 2: SubDAOs, RWA Collateral & Tokenomics 55:59 Phase 3: Implementing AI 01:01:20 Phase 4 & 5: Voting Rewards and a Special Purpose Blockchain 01:05:40 The Bear Case 01:10:10 Allocator DAOs and Internalizing Value - - Follow Rune: https://twitter.com/RuneKek Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - Resources The Endgame Plan parts 1&2 (May 2022) https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456 The 5 phases of Endgame (May 2023) https://forum.makerdao.com/t/the-5-phases-of-endgame/20830 - - 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 discuss how Metaplex, Solana's leading NFT infrastructure provider, surprised the community by announcing usage fees, causing a heated debate on public goods funding and protocol business models. We also explore the intersection of AI and crypto, the dangers of restaking, if crypto has PMF and Ledger's PR nightmare! - - Timestamps: (00:00) Introduction (00:57) Nvidia and AI Take Center Stage (14:20) Metaplex: Public Goods and Protocol Funding (31:26) “Valora Ad” (32:24) Should ETH Embrace Restaking? (38:28) Ledger’s PR Nightmare (49:32) Does Crypto Have PMF? (58:01) Fred Wilson: “When They Want to Shut Down, Double Down” (1:04:41) What We’re Watching and Blockworks’ New Podcast - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Garrett: https://twitter.com/GarrettHarper_ 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 - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Try out Masa Prosperity Passport in Valora to claim your free 5+ character .celo domain and get additional rewards from Celo ecosystem partners. Download the app and start exploring today at valoraapp.com/empire." - - Resources: EigenLayer episode (Empire) https://spoti.fi/45yUdr6 Shared Sequencer episode (Empire) https://spoti.fi/3MSIw7n Vitalik's new article on restaking https://vitalik.ca/general/2023/05/21/dont_overload.html - - 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

In today's episode of 1000x, we are joined by Don Wilson, the founder of DRW and one of the world's most successful traders. Don explains how to use probability distributions to make decisions, how he founded DRW, why BTC has negative convexity, how AI will change financial markets and more! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:57) How Don First Became a Trader (06:28) Custom Valuation Models and Strategies (10:37) The Transition to Electronic Trading (14:56) Bitcoin’s Appeal: Removing Intermediaries (19:21) Cumberland's Origin Story (21:15) BTC's Negative Convexity (26:35) How Will AI Impact Financial Markets? (30:16) Crypto’s Evolution and Market Structure (35:15) When Will RWAs Move to Crypto Rails? (37:50) Today’s Infrastructure Shortfalls and the Canton Blockchain (42:54) Don’s Decision-Making Process (47:51) Favorite Trades of All Time - - Follow Don: https://www.linkedin.com/in/donwilsonjr/ Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX 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: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ https://twitter.com/CumberlandSays DRW https://drw.com/ https://twitter.com/DRWTrading Digital Asset https://www.digitalasset.com/ Canton Network https://www.canton.network/ - - 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.

Today we are joined by Lyn Alden and Jordi Alexander to discuss the Bitcoin blockspace debate, Bitcoin's long-term security and money vs tech crypto. Lyn and Jordi are two of the most prominent macro and Bitcoin investors. You don't want to miss their hot (and often conflicting) takes on the evolution and future of Bitcoin! - - Timestamps: (00:00) Bitcoin Blockspace Debate (10:59) The Bear Case and Long-Term Security (36:03) Quicknode (37:50) Kwenta (38:45) Money Crypto vs Tech Crypto (51:53) Bitcoin's Attack Vectors (57:56) Incentives for Bitcoin Development (01:09:29) Macro’s Impact on BTC (01:14:45) The Bitcoin Halvening - - Follow Lyn: https://twitter.com/LynAldenContact Follow Jordi: https://twitter.com/gametheorizing Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today! - - Resources Lyn Alden's website https://www.lynalden.com/ Selini Capital https://www.selinicapital.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.

Jason’s traveling this week so we’ve dropped today’s Bell Curve episode in its place! In today's episode, we discuss if protocols should distribute revenue to token holders. This debate was sparked by a Lido proposal for a token revenue share mechanism that now has all of Crypto Twitter debating the merits of revenue distribution, buyback and burn vs dividends, protocol treasuries and more. Tokenomics is a theme you can no longer ignore. We also discuss roadblocks at Stacks (a Bitcoin scaling solution), the viability of Bitcoin's blockspace for arbitrary use cases and Tether's new BTC buying program. - - This episode is brought to you by Valora. Valora is the easiest way to send, swap, collect, and grow your crypto on the Celo blockchain. Download the app and start exploring dapps like JumpTask today at valoraapp.com/empire. Sign up and use the code ‘HelloValora’ to get a 20% bonus after completing your first task in JumpTask! - - Resources Lido revenue share proposal https://research.lido.fi/t/proposal-introducing-ldo-staking/4636 Hasu's Lido response https://research.lido.fi/t/proposal-introducing-ldo-staking/4636/25?u=hasu Alex's SNX thread https://twitter.com/thiccythot_/status/1659278056035348485 0xResearch hosted by Dan and Sam https://spoti.fi/3NlP1hA https://apple.co/3SNhUEt - - Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Mike: https://twitter.com/MikeIppolito_ Follow Myles: https://twitter.com/MylesOneil Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Disclaimer: Nothing said on 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.

Today we are joined by Alex Blania to discuss Worldcoin and its attempt to solve proof-of-humanity. ChatGPT and AI have hit the world by storm, making it harder to distinguish humanity from machine. In this episode, we discuss how proof of humanity is necessary in an AI-driven world, why Worldcoin uses biometric data and crypto rails, how privacy concerns are mitigated, questions around UBI, and how Worldcoin will be crypto's largest onboarding catalyst over the next 12 months. - - Timestamps: (01:26) The Origin Story (06:39) How AI Impacts Proof-of-Humanity (11:24) Why Biometrics and the Orb (19:37) Data and Privacy Concerns (26:01) Related Government Experiments (30:07) Why Should People Care About Proof-of-Humanity (32:38) Quicknode ad (34:23) Kwenta ad (35:21) The Crypto Tech Stack (40:02) Biggest Challenges, Success Metrics and Revenue Model (46:37) Criticisms and Reactions from Governments (49:37) Universal Basic Income (52:16) Scary Vibes and Removing Trust - - Follow Alex: https://twitter.com/alexblania Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today! - - Resources Worldcoin https://worldcoin.org/ https://twitter.com/worldcoin Sam Altman https://twitter.com/sama - - 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 discuss frameworks for valuing crypto projects. The fellas debate token buybacks vs dividends, fundamentals vs flows, protocol revenue vs supply-side revenue and how these factors impact investor valuation frameworks. We also explore activist crypto investing, jaredfromsubway's MEV strategy and more. Santi's out so it's Jason with the Bell Curve crew today! - - Timestamps: (00:00) Introduction (02:16) Activist Investing: Aragon DAO (13:51) Will TradFi Have a Luna Moment? (20:22) How to Value Tokens (33:23) “Valora Ad” (34:19) Uniswap's Fee Switch & the Changing Liquidity Landscape (45:55) How Jared fromsubway.eth Eats Everyone’s MEV Lunch -- Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Vance: https://twitter.com/pythianism Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - Resources: Blockworks Podcast Producer application https://jobs.ashbyhq.com/Blockworks/236ee9e8-f4ea-47ac-9eb6-f95a44d6c93b Arbitrum proposal https://forum.arbitrum.foundation/t/distribution-of-dao-revenue-to-arb-token-holders/14412 Uniswap proposal https://gov.uniswap.org/t/making-protocol-fees-operational/21198 Robert Miller MEV thread https://twitter.com/bertcmiller/status/1656392876438462464 Relay Scan https://www.relayscan.io/ - - 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.

In this episode, Avi and Jonah discuss Bitcoin's outlook and recent meme coin mania. We start with a discussion on Bitcoin and if bank failures are priced in, what it will take for BTC to break past the 30K range and if institutions are buying. Avi and Jonah then debate if we'll ever see 2021s perfect storm again. Meme coins are pumping, blockspace demand is saturated, and market sentiment is shifting. Is this a market turning point or just a short-term phenomenon? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (00:32) Are Bank Failures Priced In? (07:31) The Impact of a Potential US Default (12:51) Repeating 2021’s Perfect Storm (18:03) Meme Mania: Why You Should Pay Attention (31:30) Deflationary ETH and Blockspace Fee Generation (36:34) BTC Miner Revenue and BRC-20s - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX 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: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ BRC-20.io https://brc-20.io/ - - 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.

Today we are joined by Tron's founder, Justin Sun. Justin describes Tron's role as the leading stablecoin network, USDT's falling market share, Huobi's competition with Binance, his potential acquisition of DCG's assets and more. You will be shocked to hear what dollar amounts Justin has staked in Lido and other DeFi protocols. Tune in to find out! - - Timestamps: (00:00) Intro (00:56) Tron’s Vision (04:25). Huobi: Competing with Binance (07:44) The Threat of USDT’s Falling Market Share (11:14) $56M TUSD Binance Transfer (13:21) Quicknode Ad (15:08) KWENTA Ad (16:04) Yield Farming, Staking and Bribing Liquidity (22:43) Tron’s Team, Acquisitions and DCG (25:40) SEC vs TRX and Regulation - - Follow Justin: https://twitter.com/justinsuntron Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today! - - Resources Tron https://tron.network/ Huobi https://www.huobi.com/en-us/ - - 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.

Today we are joined by Rebecca Rettig and Jake Chervinsky to discuss the state of crypto regulation. Rebecca and Jake explain how the US is falling behind, the EU's MiCA regulation, the SEC's attack on Coinbase, Gary's false sense of control and the hottest crypto bills in DC. Regulation and policy are becoming must-know topics for crypto participants, and this is your go-to source for everything you need to know. This is the first episode in an ongoing regulatory and policy series with Jake and Rebecca! - - Timestamps: (00:00) Introduction (00:40) The State of Crypto Regulation (02:36) Europe's MiCA Legislation (11:10) “Chainalysis Ad” (12:14) Coinbase’s Offshore Expansion (14:11) The UK’s Approach and What’s Next for the EU (19:07) Gary Gensler’s April Testimony (22:45) Coinbase’s Fight with the SEC (30:08) Warren Marshall Bill (35:21) The US Policy Outlook - - Follow Rebecca: https://twitter.com/RebeccaRettig1 Follow Jake: https://twitter.com/jchervinsky Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Chainalysis. Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases. For more information, visit www.Chainalysis.com/empire. - - Resources: Coinbase's response to the SEC’s Wells notice https://www.coinbase.com/blog/coinbase-responds-to-the-secs-wells-notice The Blockchain Association https://theblockchainassociation.org/ https://twitter.com/BlockchainAssn Polygon https://polygon.technology/ - - 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.

SPECIAL EPISODE: We decided to skip Empire's roundup this week and replace it with this epic roundup from Bell Curve! Bell Curve is our sister podcast that features Jason, Mike (Blockworks' other co-founder) and Vance + Michael from Framework Ventures. In this episode of Bell Curve, the crew discusses Coinbase's earnings beat and Blur's new NFT lending product! Coinbase crushed revenue, meme coins are pumping and NFTFi is here. Is this all noise or have markets finally turned after the wild year? Tune in as we debate our market outlook, Blur and the financialization of NFTs, Curve's new crvUSD stablecoin, LST Summer and more! - - Timestamps: 00:00) Introduction (02:54) Coinbase Earnings Predictions (18:17) “Valora Ad” (19:13) Blend: The Financialization of NFTs (39:51) Protocol Stablecoins: crvUSD Launch (50:34) Degens are Back (53:34) ETH’s Economics: Burn vs Distribution (57:32) Coinbase Beats Earnings and LST Summer (1:07:26) Nate from OpenSea Convicted - - Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Vance: https://twitter.com/pythianism Follow Bell Curve: https://twitter.com/thebellcurvepod Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: GovHub https://twitter.com/JasonYanowitz/status/1654179131171512320 - - Disclaimer: Nothing said on Bell Curve or 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

Today we are joined by Pacman to discuss Blend, Blur's new perpetual NFT lending platform. Blend is peer-to-peer, doesn't require oracles and offers non-expiring loans. Pacman explains how these mechanics work, why Blend focuses on institutional liquidity provision, borrower liquidation risk and more! Blend could be the NFT primitive that ignites the next NFT run - you don't want to miss this one. - - Timestamps: (00:00) Introduction (00:10) Blend: A Peer-to-Peer Lending Platform (07:30) How Refinancing Auctions Work (22:27) Institutional Liquidity Provision (30:15) Strategies, Market Inefficiencies & Adding New Collections (38:09) The Yield Curve and User Preferences (45:28) Catering to Consumers vs Professionals (52:44) Liquidation Coordination Risk (55:36) Lending Incentives (58:46) Blur’s Roadmap (1:06:01) Infrastructure Unlocks Economic Value - - Follow Pacman: https://twitter.com/PacmanBlur Follow Santi: https://twitter.com/santiagoroel Follow Garrett: https://twitter.com/GarrettHarper_ 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: Blur https://blur.io/ https://twitter.com/blur_io Blur Dune Dashboard https://dune.com/beetle/blur-loans Empire's first Blur episode https://spoti.fi/3HxWgkK - - 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.

Today we are joined by Josh Bown (Astria) and Ben Fisch (Espresso Systems) to discuss the role of shared sequencers in the modular future. Josh and Ben explain the risks of centralized sequencers, why rollups will use a shared sequencer and the core tradeoffs. What is the value proposition of a shared sequencer? How will MEV be allocated between rollups and sequencers? Why haven't rollups already decentralized their sequencer? We discuss these questions and more in this epic conversation! - - Timestamps: (00:00) Intro (04:27) The Role of a Sequencer (11:24) The Risks of Centralized Sequencers (20:13) Using the L1 as the Sequencer (23:12) Why Use a Shared Sequencer? (34:56) Quicknode (36:43) Kwenta (37:40) The Tradeoffs (40:35) Who will be the Sequencers? (45:23) The AWS Analogy (50:27) Economic Capture and Allocation Challenges (58:28) How Block Times Impact Shared Sequencing (01:01:12) Competition (01:05:04) Restaking Risk and Timelines - - Follow Josh: https://twitter.com/Jskybowen Follow Ben: https://twitter.com/benafisch Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today! - - Resources Espresso Systems https://www.espressosys.com/ https://twitter.com/EspressoSys Astria https://www.astria.org/ https://twitter.com/AstriaOrg - - 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, Jason and Santiago discuss why Santi is bullish on Solana. We start with a debate on how low liquidity creates wild volatility, BTC's correlation to the S&P and if shared sequencers are overhyped. This leads to a conversation on the MadLads mint, Santi's allocation to the Solana ecosystem, Circle's CCTP launch and more! - - Timestamps: (00:00) Introduction (01:38) Low Liquidity Side Effects (06:42) First Republic Bank & BTC's S&P Correlation (019:46) “Valora Ad” (20:45) Shared Sequencer Hype (30:00) MadLads Mint (34:01) Why Santi is Bullish on Solana (41:45) “Crypto is Dead” (44:16) Base’s Adoption, Franklin Templeton & CCTP launch - - 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: 1000x Episode https://spoti.fi/41VjYPU Frank Templeton fund https://bit.ly/446T09Q Director of Podcasts application https://jobs.ashbyhq.com/Blockworks/adb7324a-0635-4dbc-ac40-aec73474daad Empire Multicoin episode https://spoti.fi/3AxlrQP - - 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.

1000x is officially back! If you're new here, 1000x is a crypto markets podcast by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. 1000x is officially back! If you're new here, 1000x is a crypto markets podcast by professional traders Avi Felman and Jonah Van Bourg. We bring on experts to dive deep into the macro and micro factors that represent the lifeblood of digital money and web3. In this episode, Avi and Jonah discuss how markets responded to the banking crash, what catalysts are on the horizon and where prices will trend next. Where was retail in the last rally? What catalysts could revive BTC? What metrics should you watch for the next Alt L1 narrative? Tune in to find out! We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow! - - Timestamps: (00:00) Introduction (01:36) Market Outlook: Retail Didn’t Show Up (08:06) The Mystery BTC Buyer (13:01) Event-Driven Price Movements (18:47) The Debt Ceiling Opportunity (27:22) Pepe, Shiba & New Money (31:57) The AppChain Thesis and Alt L1s (40:37) Crypto: 24/7 Dopamine (44:04) Moving Beyond the Casino Use Case - - Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Subscribe on YouTube: https://bit.ly/3FuSarX 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: Golden Tree https://www.goldentree.com/ Cumberland https://cumberland.io/ - - 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.

Today we are joined by Julian Holguin, the CEO of Doodles. Julian reveals how Doodles is creating an IP powerhouse that will become the Pixar of Web3. The OG Doodles NFT collection is just the tip of the iceberg (their "Toy Story"), with even more exciting things to come. In this episode, Julian explains the power of combining narrative with technology, Doodles' business plan and collaboration with global brands, the secret to community content creation, Doodles' growth strategy and more! You won't want to miss this inside look at one of the most captivating NFT/IP houses in Web3! - - Timestamps: (00:00) Intro (01:26) Doodles Origin Story (08:44) Julian’s Digital Media Background (15:41) Building the Pixar of Web3 (20:09) Why Leverage NFTs? (23:47) The Impact of Doodle’s Floor Price (27:16) Quicknode (29:04) Synthetix (30:43) The Business Model (39:29) Collaborations with Global Brands (44:32) Why Choose Flow for Doodles 2? (51:12) Scarcity, Utility and Community Content Creation (58:49) The Doodle Bank (01:04:46) Doodle’s Audience and Value Accrual - - Follow Julian: https://twitter.com/jholguin Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees. - - Resources Doodles https://doodles.app/ https://twitter.com/doodles - - 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, Jason and Santiago discuss Gary Gensler's crypto crusade. The SEC Chair has continually attacked crypto and revealed this week that... he has never owned or interacted with any "digital asset". We debate Garry's comments from this week's committee meeting, if regulators are pushing companies like Coinbase out of the US and why we remain optimistic. We also cover Flashbot's new MEV Share protocol, an ongoing mystery wallet exploit, the meme coin craze and more! - - Timestamps: (00:00) Introduction (05:06) Gary Gensler: An Anti-Crypto Cruade (20:32) “Valora Ad” (21:26) Coinbase's Global Expansion (28:27) Flashbots Launches MEV Share (30:00) On-Going Mystery Wallet Exploit (39:49) Meme Coins, MEV & Jared from Subway - - 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - 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.

Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast is investment, tax, legal or other financial advice. In this episode of Empire, Kyle Samani and Tushar Jain of Multicoin join us in their first public discussion since the fall of FTX and Solana's crash. We start with a detailed discussion about Multicoin's relationship with SBF and FTX: how they met, their views on SBF, watching the blow-up and the implications for Multicoin's fund. Kyle and Tushar then explain why they are still betting big on Solana, why most funds don't earn excess returns, how L2s offer false security, why defi isn't ready yet, prioritizing speed of security and more! Prediction: This will be the best episode of 2023. - - Timestamps: (00:00) Intro (01:37) SBF and FTX Backstory (15:48) Multicoin’s Solana Bet (23:04) Quicknode (24:51) Synthetix (26:34) Conviction, Sizing and Earning Excess Returns (33:43) The Intersection of AI and Crypto (42:15) Why DeFi Isn’t Ready (45:50) Decentralized Sequencers and the EVM (52:51) Poritizing Speed and L2 [False] Security (01:01:33) Multicoin’s Bet on Filecoin (01:08:47) BTC and the SoV Use Case - - Follow Kyle: https://twitter.com/KyleSamani Follow Tushar: https://twitter.com/TusharJain_ Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees. - - Resources Multicoin Capital https://multicoin.capital/ https://twitter.com/MulticoinCap - - 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, Jason and Santiago discuss the bull vs bear case for ETH's Shapella upgrade. Since December 2021, ETH staking was one way. You could stake your ETH, but it was locked until the Shapella upgrade finally arrived. Shapella is here, and ETH is unlocked for the first time! Does this mean a giant supply of ETH sell pressure will hit the market? Will institutions embrace ETH now that Ethereum's roadmap is de-risked? Tune in to find out! We also discuss the NFT killer use case, Multicoin's L2 thesis and if the bear market has ended! - - Timestamps: (00:00) Introduction (03:23) NFT NYC and the NFT Killer Use Case (12:47) Shapella is Here (26:04) “Valora Ad” (27:10) Multicoin’s Thesis: Solana, L2s & Speed vs Security (43:37) Is the Bear Market Over? - - 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources: ETH Withdrawal Dashboard https://app.metrika.co/ethereum/dashboard/withdrawals-overview?tr=1d ETH Staking Dashboard https://dune.com/hildobby/eth2-staking - - 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, Robert Leshner - founder of Compound Labs - joins us to discuss how DeFi will evolve in the wake of Operation Choke Point 2.0 and the coordinated effort to debank crypto. We discuss what this means for today's DeFi protocols, the end of the DeFi Mullet thesis and how teams will respond. Then we explore Robert's thoughts on why MakerDAO's RWA strategy is short-sighted, the stablecoin landscape, the AppChain thesis and more! - - Timestamps: 00:00 Intro 00:24 Operation Choke Point 2.0 07:24 Compound Treasury and the DeFi Mullet 11:19 The Return of DeFi? 16:09 BTC vs ETH 19:17 Building in the US vs Offshore 26:25 Real World Assets 28:52 Quicknode ad 30:38 Synthetix Ad 32:17 Stablecoin Landscape 39:48 The AppChain Thesis and Value Accrual 48:24 Reputation, Limit Orders and Security - - Follow Rob: https://twitter.com/rleshner Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees. - - Resources Compound https://compound.finance/ Bell Curve, S4 Premiere: A Journey Into The Dark Forest https://spoti.fi/3MpTjWH - - 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 debate Mike's tweet that Eth L2s have every feature Alt L1s are criticized for: centralized, downtime, opaque resource allocation and wild valuations. To get close to the metal, we compare Solana vs Arbitrum based on economics, network effects and future roadmap. If you listen to one conversation this week, this is it. We also discuss Arbitrum's governance debacle, the value of protocol BD deals, a $25M MEV exploit, Euler's $200M recovery and Shanghai predictions! - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Folow Mike: https://twitter.com/MikeIppolito_ Follow Miles: https://twitter.com/MylesOneil 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/ - - This episode is sponsored by Public.com. Put your cash to work in a Treasury Account on https://Public.com/empire and get access to a 5.3% yield today! - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - Resources Mike's Eth L2 vs Alt L1 debate tweet https://twitter.com/mikeippolito_/status/1642262306712109057 - - 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.

Today's episode is a bonus episode from our podcast 0xResearch, produced by the Blockworks Research team. This is one of my favorite episodes they've done, a deep dive into the future of rollups, scaling and zk-tech. The first 15 minutes is the "analyst bullpen" segment on Arbitrum's recent governance debacle, followed by an interview with Preston Evans from Sovereign Labs (use the Timestamps if you want to skip ahead). If you enjoy this episode, follow the link in the show notes below to subscribe! - - Join us on 0xResearch as we interview Preston Evans, the Chief Scientist of Sovereign Labs. Why should you care about Sovereign? Because they're building the Sovereign SDK. Like the Cosmos SDK that enables modular plug-and-play experimentation for L1s, the Sovereign SDK is a modular toolkit for building zk-rollups on any chain with seamless composability. In this episode, we discuss how Sovereign's design compares to the Cosmos SDK and IBC, smart contract vs Sovereign rollups, the role of data availability, decentralized sequencer design and more! This is my favorite 0xResearch episode yet. And as usual, we start the episode with our analyst bullpen to discuss the recent governance drama at Arbitrum! - - Timestamps: (00:00) Introduction (00:45) Arbitrum's Governance Blunder (15:04) Blockworks Research (16:03) Interview Start: What is Sovereign? (22:23) The Sovereign SDK vs Cosmos SDK (23:59) Settlement on Smart Contract vs Sovereign Rollups (28:14) The Role of Data Availability (32:24) Decentralized Sequencers (37:54) Optimistic Rollup Tradeoffs (41:24) Composability and IBC (52:22) What Is Sovereign’s X Factor? (54:17) Building Rollups on Bitcoin (59:11) Sovereign’s Business Model and Timeline - - Follow Preston: https://twitter.com/prestonevans__ Follow Westie: https://twitter.com/WestieCapital Follow Dan: https://twitter.com/smyyguy Follow Sam: https://twitter.com/swmartin19 Follow Purplepill: https://twitter.com/purplepill3m Follow Matt: https://twitter.com/MattFiebach Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources: Delegate ARB to Blockworks Research https://twitter.com/blockworksres/status/1639279479368368132 Sovereign Labs https://www.sovereign.xyz/ https://twitter.com/sovereign_labs - - Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter - - Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode of Empire, we are joined by Kain Warwick, founder of Synthethix and crypto OG. Kain explains the concept of centralized insanity and how crypto is finally ready for the next bull cycle. We cover Synthetix's evolution, Ethereum's outlook, crypto infrastructure, what will cause the shift to decentralized products, DeFi's most important metric and more! Kain is one guest you won't want to miss! - - Timestamps: (00:00) Introduction (02:18) DeFi Summer 2020 (05:29) The Synthetix Evolution (09:29) Ethereum’s Outlook and Alt L1 Cycles (23:25) A Shift From Infra to Apps (27:47) Quicknode Ad (29:34) Synthetix Ad (31:13) Centralized vs Decentralized Trading (36:20) Regulators are Stuck in the Past (43:43) Future of Stablecoins (47:08) Centralized Insanity, Base and DeFi Summer 2.0 (52:43) A Focus on Revenue (01:01:30) Synthetix v3 and the Value of Composability (01:18:34) Fire Round - - Follow Kain: https://twitter.com/kaiynne Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees. - - Resources Synthetix https://synthetix.io/ https://twitter.com/synthetix_io - - 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.

Today we are joined by Ben Forman, one of the most prolific investors in crypto, to discuss the day DeFi almost died: Black Thursday. The industry was a few liquidations away from an extinction event. Tune in to hear the riveting story and how Black Thursday has shaped MakerDAO and crypto's development! We also discuss why Ben believes RWAs and permissioned DeFi is the next narrative, Binance FUD, investing in private vs liquid markets, return dispersion, incoming regulation and more! - - Timestamps: (00:00) Introduction (01:34) Binance FUD: Signal or Noise? (07:36) Operation Choke Point 2.0 (11:19) Return Dispersion (16:29) The Moment of Reckoning (23:16) Base’s Market Impact (26:16) Early Stage vs Liquid Market Investing (38:35) MakerDAO’s Black Thursday Almost Killed DeFi (45:50) “Valora Ad” (46:50) The State of DeFi (54:07) USDC, A Structural Reset and Regulation (1:05:00) Tokenization of RWAs and Permissioned DeFi (1:08:00) Key Learnings and Fire Round - - 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/ - - This episode is brought to you by Valora. Valora is a self-custody, mobile-first wallet... and the easiest way to send, swap, collect and purchase digital goods on the Celo blockchain. Download the app and start exploring today at valoraapp.com/empire. - - 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, I'm joined by Marek Olszewski and Rene Reinsberg to discuss how Celo is building an L1 focused on a mobile-first user experience and real-world use cases. We start with the Celo origin story and how Celo is building scalable tech while maintaining the focus on where it belongs: the user. Marek and Rene explain how Celo and Valora (Celo's wallet) provide the infrastructure used by local communities throughout the globe to provide real-world use cases for payments and restorative finance. We then explore Celo's partnership with Deutsche Telekom, why Celo is an L1 and not a rollup, the importance of on/off ramps and more! - - Follow Marek: https://twitter.com/marek_ Follow Rene: https://twitter.com/RegenRene Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources Celo https://celo.org/ https://twitter.com/CeloOrg Valora https://valoraapp.com/about https://twitter.com/Valora - - 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 are joined by Amy Oldenburg and Andrew Peel from Morgan Stanley to discuss how the banking crises will impact crypto's adoption. We start by exploring how far the banking crises will go, the similarities between today and 2008, and the market outlook. Amy and Andrew then explain how crypto is prime for adoption in a world that desperately needs new banking rails and an alternative store of value. We discuss institutional adoption, ETH vs BTC, why BTC just had its most important rally and more! - - Follow Amy: https://www.linkedin.com/in/amy-oldenburg-395b09 Follow Andrew: https://twitter.com/andrewlpeel Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - Resources Morgan Stanley https://www.morganstanley.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.

Crypto's timeline keeps getting more surreal and the SEC just added fuel to the fire by issuing a Wells Notice to Coinbase. In this episode, we explore the implications for Coinbase, BTC's opportunity and why crypto isn't going anywhere. This podcast will make you sweat it's so hot We then discuss Arbitrum's airdrop, the wild Euler x Ronin hacker story, DeFi Llama drama and more. Tune in for this epic episode! - - Timestamps: (00:00) Introduction (03:38) Coinbase receives SEC Wells Notice (18:20) BTC’s path to mass adoption (30:00) Self-custody, regulation & crypto’s staying power (50:20) Abritrum’s airdrop (50:29) Blockworks Research (56:55) Wild Euler x Ronin hacker story (1:00:35) DeFi Llama Drama (1:03:37) Sushi subpoena, Do Kwon and Justin Sun - - 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 Bell Curve podcast https://spoti.fi/42uqCxH Blockworks' Grantfarm https://blockworks.co/grantfarm Arbitrum Airdrop dashboard by Blockworks Research https://dune.com/blockworks_research/arb-airdrop - - 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, Avi Felman and Jonah Van Bourg explain how macro and banking turmoil has ignited a market paradigm shift. Funds will be hunting for the assets that will perform well in this new paradigm, and it won't be bonds... Tune in as we discuss BTC's prime moment, why supply is the story of 2023, BTC vs ETH, the USDC depeg and more. If you listen to one Empire episode this year, this is it! - - Timestamps: (00:00) Introduction (01:06) The market is consistently wrong (07:24) A new paradigm and BTC's opportunity (27:14) Bitcoin vs ETH vs Alts (35:34) Quicknode (37:19) The implications of USDC's depeg (38:05) What other trades are you watching? (45:27) Expected sources of leverage in the next cycle - - Follow Jonah: https://twitter.com/jvb_xyz Follow Avi: https://twitter.com/AviFelman Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - Resources GoldenTree https://www.goldentree.com/ Cumberland https://cumberland.io/ - - 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 are joined by Steven Goldfeder and Harry Kalodner to discuss all things Arbitrum. We start with Coinbase's decision to leverage the OP Stack, where the "modular vision" falls apart and Arbitrum's core vision. We then ask about Arbitrum's token strategy, which leads to a unique conversation around decentralized sequencers and MEV. Steven and Harry explain the design philosophy of Abritrum and how innovations like Styles (Rust is coming to Arbitrum) will onboard the next million developers! Note: This episode was recorded prior to the ARB token and Orbit L3 announcement - - Follow Steven: https://twitter.com/sgoldfed Follow Harry: https://twitter.com/hkalodner Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources Arbitrum https://arbitrum.io/ https://twitter.com/arbitrum - - 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.

Arbitrum just announced the $ARB token airdrop and their new L3 solution called Orbit! The L2 wars are now in full force. Tune in as we deep dive into Arbitrum's token and L3 strategy with Steven Goldfeder and Harry Kalodner! PS: We are dropping a second Arbitrum episode this afternoon that covers fraud proofs, decentralizing sequencers, value capture and more. These are two banger episodes. Don't miss out! - - Follow Steven: https://twitter.com/sgoldfed Follow Harry: https://twitter.com/hkalodner Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources Arbitrum https://arbitrum.io/ https://twitter.com/arbitrum - - 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.

Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discuss the banking system failures and what to expect next. Joseph dives deep into the risk both banks took by not hedging interest rate risk, how this could have been avoided and whether other banks are in a similar position? We then discuss if the Fed's Bank Term Funding Program was the right move? To hear all this and more, you'll have to tune! - - Follow Joseph: https://twitter.com/FedGuy12 Follow Jack: https://twitter.com/JackFarley96 Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Follow Forward Guidance: https://twitter.com/ForwardGuidance 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - 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 of Empire, we start with Jason's big takeaways from ETH Denver. What was the vibe? What innovations are on the horizon? And most interesting, what crypto sector was conspicuously missing from the conversation? We then discuss Silvergate's unwind, Coinbase's wallet announcement (bullish), Amazon NFT rumors, MakerDAO's 1.25B treasury proposal and more! - - Timestamps: (00:00) Introduction (02:33) ETH Denver Takeaways (09:15) Silvergate Unwinds (21:06) Coinbase's WaaS Announcement (28:49) Amazon NFT Rumors (33:07) Public.com (34:29) GBTC & Legal Wins for Crypto (40:24) MakerDAO Proposal to Buy $1.25B US Treasuries (44:04) Bitcoin Innovations (51:44) Predictions: Hong Kong, Bitcoin stablecoins, Coinbase - - 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 Silvergate Twitter thread https://twitter.com/ramahluwalia/status/1633669035924529152 Empire episode with Eric Peters https://spoti.fi/3yqRcdd Empire episode with Rebecca Rettig https://spoti.fi/3ynCF1Z Empire episode with Muneeb Ali (Ordinals/Stacks) https://spoti.fi/3L6xXgB MakerDAO US Treasury proposal https://bit.ly/3T4oqbF - - 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 are joined by one of crypto's best traders: Dan Matuszewski. Dan is the founder of CMS, a crypto OG and a prolific trader/investor. We discuss upcoming catalysts, the Coinbase trade, punting on L1s vs L2s, lending markets, what it's like managing a crypto fund and more. This is one of my favorite conversations that you won't want to miss! - - Timestamps: (00:00) Introduction (00:35) Surviving FTX (08:52) Market update and upcoming catalysts (15:41) The industry is starved for action (17:40) Deploying in private vs public markets (21:50) Trading macro (23:43) Is the lending market dead? (27:02) Base and the Coinbase trade (31:30) Punting L1s vs L2s (34:10) Regulation (41:25) Anything under a $50M fund doesn’t make sense (44:11) Blockworks Research (45:45) Anything under a $50M fund doesn’t make sense (49:16) Fund sentiment, LSD trade and inefficient markets - - Follow Dan: https://twitter.com/cmsholdings Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources CMS Peary on LSDs https://cmsholdings.substack.com/p/lsds-rocketpool https://twitter.com/cmspeary CMS Intern https://twitter.com/cmsintern - - 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, Muneeb Ali, the founder of Stacks, joins us to discuss Bitcoin's sudden transformation. Until the last two months, Bitcoin was (perceived as) simply a store of value, a religion. However, Ordinals, a Bitcoin NFT project, has redirected the spotlight to Bitcoin’s underlying tech and utility - a technology that can support NFTs, DeFi and more. Muneeb provides his unique insights in this eye-opening episode! - - Timestamps: (00:00) Introduction (00:53) Bitcoin is a technology, not a religion (06:43) Building apps on Bitcoin (12:36) Has Ordinals transformed Bitcoin’s future? (24:42) Stacks and Bitcoin DeFi (29:30) Blockworks Research (31:04) Stacks and Bitcoin DeFi (35:57) What will Bitcoin look like in 12 months? - - Follow Muneeb: https://twitter.com/muneeb Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources Empire's first-ever episode (with Muneeb) https://tinyurl.com/4vnbxwkz Stacks https://www.stacks.co/ - - 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.