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Empire

Empire

653 episodes — Page 9 of 14

JPMorgan Crypto Strategy Revealed | Tyrone Lobban

In this episode of Empire, Tyrone Lobban, Head of Onyx Digital Assets from JPMorgan Chase joins us to dive into how traditional financial institutions are adopting onchain capabilities. They explore Onyx digital assets goal, project guardian's aim to unlock institutional access to DeFi, and how JPM views blockchain. - - Follow Tyrone: https://twitter.com/TyLobban Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities. Get started today at https://vouch.us/web3/blockworks - - Timestamps: (00:00) What is Onyx? (08:43) 4 Aspects of Onyx (22:10) USDC and Stablecoin Market (26:24) Project Guardian & DeFi Interaction (34:24) Vouch ad (35:34) Rights and Wrongs in Crypto (42:30) ETF Approval (47:59) JPMorgan Crypto Buy-in (49:22) Onyx Hackathon - - Resources Institutional DeFi https://www.jpmorgan.com/onyx/content-hub/institutional-defi.htm Digital Identity https://www.jpmorgan.com/onyx/content-hub/digital-identity-in-web3.htm#second-article Onyx Digital Assets https://www.jpmorgan.com/onyx/onyx-digital-assets.htm JPM Coollateral Settlement https://www.bloomberg.com/news/articles/2022-05-26/jpmorgan-finds-new-use-for-blockchain-in-collateral-settlement?leadSource=uverify%20wall - - 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.

Sep 12, 202354 min

MakerDAO and Visa Adopt Solana, Nima Capital MIA, Spot Ether ETF | Roundup

In today's round-up, Jason and Santi dive into MakerDAO selection of Solana codebase, Visa using Solana for payments, Nima Capital going dark, and recent Spot Ether ETF news. Find out why Solana was selected for Maker's NewChain and how Visa aims to provide merchants transactions at the speed of light. - - Bumper is an innovative DeFi protocol that protects the value of the crypto you hold from the downside & simultaneously preserves gains when the price climbs. - A superior alternative to crypto options for traders - 30% cheaper and more efficient than traditional tools - Liquidity providers earn 3-18% real yield on USDC - Get a share in $250,000 of BUMP rewards for Early Adopters Visit bumper.fi - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: 00:00 Introduction 05:24 MakerDAO Chain on Solana Codebase 27:50 Bumper ad 28:53 Permissionless 30:17 Visa x Solana Crypto Payments 46:59 Nima Capital Goes Dark 55:16 Spot Ether ETF 59:31 Metamask Sell Feature — 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.

Sep 8, 20231h 1m

Policy Corner: Grayscale ETF, Uniswap Dismissal, Tornado Cash Indictment | Rebecca Rettig, Jake Chervinsky

Jason is joined by Rebecca Rettig and Jake Chervinsky in today's special Policy Series episode to tackle the monumental implications of Grayscale ETF decision, Uniswap case dismissal and Tornado Cash indictments. They discuss how these decisions could impact the broader industry and what's coming up next for Bitcoin ETF decisions. - - Timestamps: (00:00) Introduction (01:37)The Importance of Grayscale ETF Victory (11:20) “Chainalysis Ad” (12:24) ETF Consequences & What's Next? (28:48) Uniswap Case Dismissal (36:52) Impacts of Decisions (39:39) Creating a New Asset Class (41:27) Cravath Paper & Tornado Cash Indictment - - 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: Grayscale ETF https://twitter.com/jchervinsky/status/1696544309699363201 https://blockworks.co/news/judges-grayscale-sec-ruling https://twitter.com/MTCoppel/status/1696856472762683814 Uniswap Case Dismissal https://blockworks.co/news/uniswap-class-action-dismissed https://twitter.com/haydenzadams/status/1696991910370411003 Cravath Paper & Tornado Cash https://twitter.com/Cravath/status/1697693810363351358?s=20 https://twitter.com/RebeccaRettig1/status/1697716451358982364 Crypto Use-cases thevaluedrop.io The Blockchain Association https://theblockchainassociation.org/ https://twitter.com/BlockchainAssn - - 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.

Sep 7, 202348 min

Inside Polygon 2.0: Sandeep on L2 Wars and Business Model

In this episode of Empire, Sandeep Nailwal, co-founder of Polygon, elaborates on Polygon 2.0's bold approach to achieving infinite scalability in blockchain networks. Sandeep outlines his thesis for Polygon as not just a scalability solution, but as the foundational "Value Layer of the Internet." The conversation explores various components of Polygon 2.0 including it's innovation of zk EVM, POL Tokenomics, and the 3 pillars for governance. Nailwal also touches on Polygon's strategic partnerships with big brands like Reddit, Nike, and Starbucks, emphasizing their role in accelerating the mass adoption of the network. - - Follow Sandeep: https://twitter.com/sandeepnailwal Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities. Get started today at https://vouch.us/web3/blockworks - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Why Polygon 2.0? (07:53) Why is ZK the solution? (25:06) Polygon 2.0 Competition (28:49) Vouch Ad (29:58) Permissionless (31:22) POL Tokenomics (38:17) 3 Governance Pillars (43:56) The BD Chain Narrative (53:11) The Business Model of Polygon (58:32) Polygon CDK - - Resources Polygon 2.0 https://polygon.technology/blog/introducing-polygon-2-0-the-value-layer-of-the-internet zkEVM https://polygon.technology/blog/whats-happening-on-polygon-zkevm-summer-edition - - 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.

Sep 5, 20231h 1m

Grayscale ETF Triumph, Uniswap case dismissal, and 10 Brian Armstrong Ideas | Roundup

In today's round-up, Jason and Santi dive into the Greyscale ETF victory and why it matters, the Uniswap case dismissal, and the 10 things Brian Armstrong is most excited to see in crypto. Their conversation digs into why ETFs have deep implications for the space, complexities of P2P markets, Web3 ad verticals, and much much more! - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources 10 Things - Brian Armstrong https://twitter.com/brian_armstrong/status/1696923807855042601?s=20 Greyscale ETF Triump https://twitter.com/jchervinsky/status/1696544309699363201?s=20 Uniswap - Paradigm Case Dismissal https://twitter.com/BillHughesDC/status/1696897567500505514?s=20 -- Timestamps: (00:00) Introduction (02:45) Grayscale ETF Triumph (17:06) Why does the ETF Matter? (31:43) Permissionless (33:10) Uniswap Case Dismissal (37:40) Brian Armstrong 10 Things Needed in Crypto — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Sep 1, 20231h 9m

Empire Debates: L2 Wars, FriendTech, Crypto Regs, Digital Art Movement

In today's special premiere Empire Debate episode, Santiago, Tommy, and Ryan dissect the biggest debates affecting Crypto. They dive into the L2 wars, whether Base needs a token, or if decentralization even matters for mass adoption. Also discussed are ETF approval chances, Crypto regs on the horizon, and NFTs new movement as fine digital art. - - Follow Tommy: https://twitter.com/Shaughnessy119 Follow Ryan: https://twitter.com/kukulabanze Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Introduction (05:38) Narrative Emergence (12:42) Friend.Tech & Base Adoption Narratives (16:54) Will Tokens Attract Mainstream Adoption? (26:56) “Permissionless Promotion” (28:19) Does Decentralization Matter for Mass Adoption? (40:47) Ethereum & Bitcoin ETFs (56:43) Crypto Regulation Impact & Timeline (1:04:16) NFTs as Fine Digital Art - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Sep 1, 20231h 16m

Web3 Ad Markets Explained | Antonio García Martínez

In this episode of Empire, we're joined by Antonio García Martínez, Founder of Spindle, New York Times best selling author, and tech leader with experience ranging from Facebook to Goldman Sachs. Today's episode delves into the intricate world of advertising, contrasting traditional Web2 paradigms with emerging Web3 possibilities. Learn about the the decentralization of advertising platforms, evolving monetization models, and the ethical implications surrounding data privacy. - - Follow Antonio: https://twitter.com/antoniogm Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Get 5% off your business insurance today with Vouch, the leading insurer of crypto startups. With over 4000 clients, Vouch offers exclusive coverages with crypto enhancements including Directors & Officers with digital asset regulatory defense and Cyber that includes smart contract vulnerabilities. Get started today at https://vouch.us/web3/blockworks - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Who is Antonio García Martínez? (06:35) The Facebook Ad Market (10:41) Sourcing Off-Platform Data (18:46) The State of the Ad Market (24:14) Ad Space Landscape (26:41) Are Web2 Platforms Listening to you? (29:10) Hardware VS Software Layer (32:02) The State of Crypto Ad Markets (36:48) Vouch ad (37:56) Permissionless Ad (39:21) Web3 Impact on Ad Markets (44:32) Ad Marketplaces (51:25) Web3 Master of Ads (55:35) How Does Spindl Work? (01:00:25) Web3 User Tracking - - Resources: Ghostery Pixel Tracking https://www.ghostery.com/ LumaScape - A visual guide https://lumapartners.com/lumascapes/ Facebook isn't Listening to you (Antonio Wired Piece) https://www.wired.com/story/facebooks-listening-smartphone-microphone/ - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Aug 29, 20231h 9m

Solana & Shopify, Tornado Cash vs DOJ, Coinbase & Circle | Roundup

In today's round-up, Jason and Santi discuss Solana & Shopify's partnership, DOJ's arrest of Tornado Cash's Co-founder, and Coinbase's acquisition of Circle. They explore the collaboration's implications between Solana and Shopify. When discussing the DOJ's arrest of Tornado Cash's Co-founder, they address legal aspects and community impact. Finally, they analyze Coinbase's acquisition of Circle, highlighting strategic significance and revenue potential. - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Resources FriendTech Links https://dune.com/austin_adams/friendstech-dashboard https://twitter.com/friendtech/status/1693745768145063954?s=20 Coinbase Circle https://www.coinbase.com/blog/ushering-in-the-next-chapter-for-usdc Solana x Shopify https://solana.com/news/solana-pay-shopify David Marcus Article https://medium.com/@davidmarcus/why-building-a-new-protocol-for-money-is-the-only-way-to-truly-change-the-game-for-people-254c55407e22 -- Timestamps: (00:00) Introduction (00:31) Friend.Tech Updates (13:02) DOJ Arrests Tornado Cash Co-founder (23:30) Permissionless ad (24:57) Coinbase & Circle Deal (35:58) Shopify x Solana Integration (45:26) Final Thoughts — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Aug 25, 202351 min

Trading Principles, Friend.tech's "Perfect Use Case" & Bitcoin's Sell-Off | 1000x

Follow 1000x On Spotify: https://spoti.fi/45htDli Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw Follow 1000x On YouTube: https://bit.ly/3DNc5C6 -- On today's episode of 1000x, Avi & Jonah discuss the recent Bitcoin sell-off, perfecting a trading strategy to avoid periods of volatility & key principles for a successful trading strategy. We then dive deep into crypto's latest hype & potential "perfect use case"... Friend.tech. Arguing that you need to be paying attention, Avi & Jonah weight in on the bull vs bear case for the social media platform. To hear all this & more, you'll have to tune in! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (00:00) Introduction (00:48) Bitcoin Tumbles To $26,000 (09:13) Finding A Trading Process (17:28) Defining Value In Crypto (23:01) A Debate On Friend.tech (36:17) The Financialization Of Friend.tech -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

Aug 24, 202338 min

Friend.tech Debate: Innovation or Implosion? | Ansem

In today's episode, Ansem joins us to dive into Friend.Tech, Crypto twitter's latest hot narrative. The discussion dives into Friend.Tech, a Base chain native app that allows users to create and trade tokens associated with their online profiles. They explore how Friend.tech enables trading of personal tokens and its potential impact on independent artists, debate its ethical considerations, and future potential of social tokens. - - Follow Ansem: https://twitter.com/blknoiz06 Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:52) Friend.Tech Explained (15:24) Friend.Tech Social Betting Model (22:57) Friend.Tech Bull Case (26:41) Bear Case (33:23) Speculation vs Fandom (37:55) Permissionless ad (39:23) Social Token Price Manipulation (45:49) Will Social Tokens Cause Harm? (48:40) Airdrop Point System (51:34) BitClout VS Friend.Tech (53:17) Social Token Exit Plans (01:00:34) Social Fractionalization (01:02:42) L2 Wars (01:09:22) Stock Ownership (01:16:24) Fan Base Monetization - - Resources Friend.Tech https://twitter.com/friendtech https://www.friend.tech/ BitClout https://bitclout.com/ - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Aug 22, 20231h 22m

Ending the Modular vs Monolithic Debate | Kyle Samani

We're joined by Kyle Samani, the co-founder of Multicoin Capital and one of crypto's most independent thinkers. In this episode, we cover why "monolithic L1s" is a misnomer, the value of global state, how a protocol establishes moats, why DePIN is finding product-market fit, how Kyle synthesizes new ideas and more! - - Timestamps: (00:00) Introduction (00:34) The Modular vs Monolithic Debate (07:43) Bootstrapping Communities (09:17) A Case for Rollups and Appchains (15:33) The Value of Composability and Globally Shared State (23:22) Crypto’s Moats, Meat Space and the Saga Phone (28:38) Don’t Sleep on DePIN (45:11) Spatial Computing and New Form Factors (53:42) Kyle’s Thinking Process (57:49) Zero Knowledge Proof Use Cases (01:04:21) How Kyle Cultivated His Communication Style (01:06:03) Advice for Founders - - Although our guests this week are managing partners of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. - - Follow Kyle: https://twitter.com/KyleSamani Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources: Multicoin Capital https://multicoin.capital/ Unlocking Payments Over Crypto Rails https://multicoin.capital/2022/12/08/unlocking-payments-over-crypto-rails/ Stratechery (Ben Thompson) https://stratechery.com/ - - Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.

Aug 18, 20231h 9m

Solana’s Ultimate Vision | Anatoly Yakovenko

Anatoly joins us to discuss why Solana is uniquely designed to utilize ever-increasing bandwidth and compute. We cover Solana's core thesis, how blockchains benefit from hardware improvements, the fundamental flaws of L2s, Anatoly's favorite applications, decentralization and more! Anatoly is a legend, you don't want to miss this one! - - Follow Anatoly: https://twitter.com/aeyakovenko Follow Mert: https://twitter.com/0xMert_ Follow Garrett: https://twitter.com/GarrettHarper_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Solana’s Core Thesis (10:40) The Scaling Bottleneck (13:58) Do All Blockchains Equally Benefit From Hardware Improvements? (17:57) Pros and Cons of Parallel Execution (21:12) The Realities of Decentralization (24:43) Solana’s Design Moat (28:10) Permissionless ad (29:37) The Fundamental Tradeoffs of L2s (44:12) How Should Solana Approach Business Development? (48:12) The Role of Solana Labs and the Solana Foundation (49:47) The Compressed NFT Opportunity (53:31) We Need to Fix DAO Governance (55:14) Anatoly’s Metric of Success for Solana (57:58) Why Anatoly Hasn’t Left Crypto (01:00:03) Why an Average Joe Would Use Solana (01:01:39) Rapid Fire - - Resources Endgame: Proof of Governance by Jon Charbonneau https://www.youtube.com/watch?v=toPd1vgHjVE&t=0s - - Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Aug 15, 20231h 15m

The Future of Stablecoins | Bell Curve Roundup

This week we're excited to bring you the Round Up episode from our Bell Curve Podcast, a show where we breakdown the most important themes in crypto. In today’s episode, Mike and Michael discuss all things Stables and more! The guys kick things off with PayPal, discussing their PYUSD Stablecoin launch and what it means for the wider ecosystem and future Stablecoin market structure. We then take a closer look at Coinbase’s Q2 earnings, before touching on future Rollup value accrual. We then close with a Ripple update, Cantina (Web3’s security marketplace), the endgame for Stablecoins, and more! - - Timestamps: (00:00) Introduction (02:28) PYUSD: PayPal stablecoin (07:37) Future Stablecoin Market Structure (11:31) Coinbase Update (24:39) Portnoy's Barstool Sports $1 Buy Back (26:10) Rollup Value Accrual (44:43) Ripple XRP Update (50:04) Web3 Security Marketplace: Cantina (55:10) News-to-price Incongruities (58:15) The Stablecoin Endgame - - Follow Michael: https://twitter.com/im_manderson Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH -- Research, news, data, governance and models – now, all in one place. As a listener of Bell Curve, you can use code "BELLCURVE10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ -- Use code BELLCURVE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources: PYUSD: PayPal stablecoin: https://www.paypal.com/us/digital-wallet/manage-money/crypto/pyusd Coinbase earnings: https://blockworks.co/news/crypto-stocks-stumble-earnings - - Disclaimer: Nothing said on Empire or Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

Aug 11, 20231h 2m

Crypto Is Entering A Paradigm Shift | 1000x

Follow 1000x On Spotify: https://spoti.fi/45htDli Follow 1000x On Apple Podcasts: https://apple.co/3Kz0Bpw Follow 1000x On YouTube: https://bit.ly/3DNc5C6 -- On today's episode of 1000x, Avi & Jonah discuss the major shift happening in crypto markets. As green shoots emerge across the industry, are there signs of liquidity beginning to return? We also deep dive into the performance of crypto hedge funds throughout 2023, how a Bitcoin ETF would open up a "gateway of liquidity" and PayPal's stablecoin launch. To hear all this & more, you'll have to tune in! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Referenced In The Show: PayPal launches stablecoin tied to the US dollar, issued on Ethereum: https://blockworks.co/news/paypal-launches-stablecoin -- Timestamps: (00:00) Introduction (02:26) How Have Crypto Hedge Funds Performed In 2023? (05:52) Has Bitcoin Dominance Peaked? (07:56) Alt Coin Season & The Bitcoin ETF (12:28) Re-Thinking The Multi Chain Thesis (19:38) PayPal Launches A Stablecoin (24:50) Tether (29:48) From Crypto To Crude Oil -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

Aug 10, 202332 min

Base: Decentralization Funding, Public Infrastructure, & Onchain Native Life | Jesse Pollak

In today's episode, Santi is joined by Jesse Pollak, a Base contributor. Base is an Ethereum Layer 2 (L2) chain incubating inside of Coinbase with plans to progressively decentralize the chain over time. They discuss Coinbase role in the ecosystem, account messaging & abstraction, privacy approach, and ecosystem growth trajectories. - - Follow Jesse: https://twitter.com/jessepollak Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Base: High Level Overview (07:08) Base Neutrality (10:25) Base Bridging (13:52) Base dApp Development (19:15) Base Privacy Approach (21:27) Permissionless Ad (22:54) Base Value to Coinbase Revenue (25:57) Coinbase Wallet Adoption (30:32) User Incentives (37:05) Onchain Identity (41:25) Bald Meme Coin Season (46:13) Real Consumer Experiences on Base (48:44) Sequencer Decentralization (51:53) Onchain Messaging (58:42) USDC Importance - - Resources Introducing Base https://www.coinbase.com/blog/introducing-base https://base.mirror.xyz/lt3JR-mZ51q9eIOtGO36L3ZVzCTXmZVnbIiXz6crqzQ Onchain Summer https://www.coinbase.com/blog/celebrate-onchain-summer-with-coinbase Prop House https://prop.house/base - - 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.

Aug 9, 20231h 2m

The Blockworks Origin Story | Michael & Jason

In today's episode, the tables have flipped. Santi & Michael interview Co-founders of Blockworks Michael and Jason. They dive into the Blockworks origin story, from conception, surviving COVID, the hiring difference, and the evolving thesis for Blockworks growth & trajectory. - - Follow Michael I: https://twitter.com/MikeIppolito_ Follow Jason: https://twitter.com/JasonYanowitz Follow Michael A: https://twitter.com/im_manderson Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) The Blockworks Start (08:20) Entrepreneur Mindset Origination (11:42) Determining Product Categories (19:18) The COVID Pivot (24:12) Competitive Landscape (30:26) The Hiring Difference (34:36) Cycle Sentiment Check-in (39:24) Aligning Teams in Crypto (43:37) Target Audience (47:04) Permissionless (48:30) Evolving Thesis Approach (57:03) Narrative Pulse Check-in (01:00:02) Crypto's Killer App (01:02:38) Why Back Blockworks? (01:13:11) The Biggest Mistake (01:16:16) DAO Bullishness (01:23:12) Staying Interested Advice - - Resources Go to Permissionless 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.

Aug 8, 20231h 32m

Curve Hack Explained | Roundup

In today's round-up, we dive into the $70M Curve Exploit. Joined by Ren, a blockworks research analyst, and Andrew, blockwork's lead data reporter, the team dives into how the exploit happened, the impacted pools, MEV & White Hat recovery efforts, and Egorov's liquidation hunt. - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Follow Jason: https://twitter.com/JasonYanowitz Follow Ren: https://twitter.com/purplepill3m Follow Andrew: https://twitter.com/Blockanalia 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 Technical Post-mortem https://hackmd.io/@LlamaRisk/BJzSKHNjn Egorov's Debank Profile https://debank.com/profile/0x7a16ff8270133f063aab6c9977183d9e72835428?chain=eth Egorov's Aave https://aave.blockanalitica.com/v2/ethereum/wallets/0x7a16ff8270133f063aab6c9977183d9e72835428/ OTC Deals https://twitter.com/thiccythot_/status/1686728604326002688 -- Timestamps (00:00) Introduction (00:24) What is Curve? (03:49) Exploit Explained (08:59) Impacted Curve Liquidity Pools (16:01) Vyper Code Exploit (20:25) Permissionless Ad (21:51) Centralized War Rooms (25:54) MEV Bots vs Hackers (31:29) Egorov Liquidation Hunt (38:09) Abracadabra Governance Proposal (40:25) Bad Debt Stand-off (44:06) OTC Deals (49:04) Lending Protocol Watershed Moment — 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.

Aug 4, 20231h 1m

Why VC is Dumb Money, OpenSea Token, and The NFT Comeback | Nick Tomaino

In today's episode, Nick Tomaino, GP of 1confirmation, joins Santiago and Jason. They dive into why the Next Gen L1 Thesis is wrong, Opensea token launch, VC issues, and his thesis for NFTs moving forward. - - Follow Nick Tomaino: https://twitter.com/NTmoney Follow Jason: https://twitter.com/JasonYanowitz Follow Santiago: https://twitter.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Subscribe on YouTube: https://tinyurl.com/4fdhhb2j Subscribe on Apple: https://tinyurl.com/mv4frfv7 Subscribe on Spotify: https://tinyurl.com/wbaypprw Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - - 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. Check out Carbon today at https://www.carbondefi.xyz/. - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Why Crypto VC is Dumb Money (08:06) Narrative Investing (17:48) The Key to VC Success (23:10) Bull Case for Prediction Markets (31:40) Carbon Ad (32:59) Permissionless (34:24) The NFT Thesis (44:19) NTS & RWAs (49:02) NFT Fractionalization (54:52) The Future of Open Sea (01:00:04) Coinbase and Wallstreet (01:04:15) Timeline for Mainstream Adoption (01:12:25) 2024 US Election Outlook - - Resources Polymarket https://polymarket.com/ https://twitter.com/Polymarket The Scapegoat by Rene Girard https://www.amazon.com/Scapegoat-Ren - - 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.

Aug 1, 20231h 17m

Centralized Builders Bull Case, Bear Market Conference, zkEVM Problems | EthCC Reflection

In today's episode Dan and Sam are joined by host of Bell Curve Podcast & Blockworks Co-Founder Michael and Blockworks research analyst Matt. The team dives into their key takeaways of the EthCC and converse on zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and much more! - - Follow 0xResearch on YouTube: https://bit.ly/3foDS38 Subscribe to 0xResearch on Apple: https://apple.co/3SNhUEt Subscribe to 0xResearch on Spotify: https://spoti.fi/3NlP1hA - - Follow Michael: https://twitter.com/MikeIppolito_ Follow Sam: https://twitter.com/swmartin19 Follow Dan: https://twitter.com/smyyguy 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/ -- Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Alex Blania Interview spoti.fi/3BuCzab https://apple.co/3W94QN6 https://youtu.be/ImPvUOwFR68 McHenry Bill Derailing https://blockworks.co/news/house-stablecoin-markup Vitalik Buterin - A history of account abstraction https://www.youtube.com/watch?v=iLf8qpOmxQc LayerZero https://layerzero.network/ — Timestamps: (00:00) Introduction (02:27) EthCC Vibe Check (09:30) Discussions on zkEVM Problems (15:11) Takeaways for Interoperability (23:52) The Bull Case for Centralized Builders (39:49) Enshrining Eigen Layer in Ethereum Protocol (46:21) Are Scaling Solutions Too Much? (55:01) Lido Bribe Mechanism (59:45) Web2 at EthCC (01:01:55) Permissionless Discount (01:03:19) What Does Institutional Adoption Look Like? - - 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.

Jul 28, 20231h 9m

Will AI Agents Use Crypto? | Qiao Wang

In today's episode, Jason is joined by Qiao Wang, Partner at Alliance DAO. They start today's episode by sentiment checking the market, reflecting on the current building landscape, and the types of founders and projects currently raising funds. They wrap up the show by diving into the intersection of Crypto & AI, decentralizing AI, and consumer crypto AI products. - - Follow Qiao Wang: https://twitter.com/QwQiao 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 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. Check out Carbon today at https://www.carbondefi.xyz/. - - Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Timestamps: (00:00) Bear Market Sentiment Check (08:23) The Stages of a Bear Market (13:19) What Buildoors are Building (18:50) What Layer has the Buildoors? (21:55) Types of Founders (29:44) Characteristics of a Successful Founder (33:47) Where Web3 Innovation is (37:03) Permissionless ad (38:28) Carbon ad (39:47) Is AI on the Gartner Hype Cycle? (43:07) The Intersection of AI (50:06) Decentralizing AI (59:41) Is There a Crypto Element for AI? (01:05:43) Consumer Crypto & AI Products - - Resources Alliance DAO https://twitter.com/alliancedao - - 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.

Jul 25, 20231h 16m

Chainlink CCIP Bomb, UniswapX, & Synthetix upgrades explained | Roundup

In today's episode special edition cross-over episode Jason and Santi are joined by Michael, Co-founder at Framework Ventures and Co-host of the Bell Curve podcast. They cover EthCC Account Abstraction takeaways, Infinex, UniswapX, Chainlink CCIP & LayerZero, the VC landscape and MUCH much more. - - 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! -- This episode is brought to you buy 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 - - 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 UniswapX https://twitter.com/Uniswap/status/1680955621343129600 Infinex https://twitter.com/DefiantNews/status/1679838219201028097 Chainlink CCIP https://twitter.com/chainlink/status/1680970793331613697 Celo Move to L1 https://blockworks.co/news/celo-return-home-ethereum -- (00:00) EthCC (03:46) Account Abstraction & Crypto UX (06:48) Infinex: The CEX Killer? (10:25) UniswapX Release (17:19) Chainlink CCIP (27:43) LayerZero vs Chainlink (31:04) Policy Episode Takeaways (36:23) Thales (37:19) Kwenta (38:15) CoinDesk Acquired (41:25) Sequoia Shakes Up Crypto Arm (48:24) Crypto VC Competitive Landscape (52:16) Crypto VC Strategies & Investment Practices (01:03:13) Most Important Factor for L1s (01:12:43) Celo Transition to Ethereum L2 — 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.

Jul 21, 20231h 22m

Policy Series: The Ripple Effect | Rebecca Rettig, Jake Chervinsky

Join Santi and guests Rebeca Rettig and Jake Chervinsky in today's special Policy Series episode as they discuss the landmark Ripple case and its monumental impact. Explore the implications for future legislation, token sales practices, decentralization & governance, and get updates on MiCA & EU regulations. - - Timestamps: (00:00) Introduction (01:24) Landmark Ripple Case (14:00) Verdict Impact on Industry Financing (19:08) What's Next for Ripple Case? (24:35) Influence on Future Legislation (28:36) Token Sales in Practice (38:31) Decentralization & Governance (48:57) Digital Asset Market Structure Proposal (56:25) Updates on MiCA & EU (01:01:18) Call Your Representatives (01:09:02) Futures Curve (01:15:07) Recession Risk - - 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 Crypto Usecases thevaluedrop.io The Blockchain Association https://theblockchainassociation.org/ https://twitter.com/BlockchainAssn - - 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.

Jul 20, 20231h 7m

The Bear Case for Risk Assets | 1000x

In today's episode of 1000x, Avi & Jonah explore the bear case despite the XRP rally. Also discussed are the impact of XRP versus ETF news, Ripple effect on Alt Market, the multi-chain thesis, on-chain RWAs, and much 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 (02:17) Market Sentiment Check-in (06:40) Market Insights From News (12:18) Impact of XRP vs ETF News (17:19) Ripple Effect on Alt Market (22:18) Is Multi-chain the Future? (26:35) Are Useful On-chain RWAs Here? (32:19) The Bear Case for Risk Assets - - 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: XRP (Ripple) Case News https://blockworks.co/news/traders-profit-cautious-markets-ripple Figure Technologies (RWAs On-Chain) https://twitter.com/Figure - - 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.

Jul 20, 202338 min

Pudgy Penguins Path to Legacy Brand & IP Powerhouse | Luca Netz

In today's episode, Jason is joined by Luca Netz, CEO of Pudgy Penguins, to discuss his journey, Pudgy Penguins' business model, IP Houses, Brand Licensing, and Pudgy Penguins future. - - Follow Luca Netz: https://twitter.com/LucaNetz 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 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. Check out Carbon today at https://www.carbondefi.xyz/. - - This episode is brought to you by Synthetix. 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. - - Timestamps: (00:00) Who is Luca Netz? (04:35) Buying Pudgy Penguins (10:47) Pudgy Penguins' Business Model (25:16) Pudgy Penguins as an IP House (31:44) Carbon Ad (33:03) Synthetix Ad (34:43) Monetization & NFT Bear Markets (38:22) Confidence In NFT Projects (44:23) The Future of Pudgy Penguins - - Resources Pudgy Penguins https://twitter.com/pudgypenguins https://www.pudgypenguins.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.

Jul 18, 202350 min

The Reboot | Uncommon Core 2.0 with Hasu and Jon Charbonneau

Uncommon Core - one of my favorite podcasts of all time - is back! This reboot is hosted by Hasu and Jon Charbonneau, two of the brightest minds in crypto. We are dropping their first episode here to share the news and because you’ll want to add this show to your podcast lineup! __ In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview of the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization. __ Timestamps: (00:00) Intro (02:42) Interview start (03:44) Jon's work week (08:04) ChatGPT & writing (10:57) Jon's start in crypto (14:45) How to pick things to work on (17:08) Outsider's perspective on crypto (19:05) Jon's research process (22:00) Jon's proudest moment in crypto (23:06) Crypto Infrastructure overview (29:58) Why crypto infrastructure is interesting (35:57) Rollup decentralization overview (42:44) Challenges decentralizing the sequencer (47:46) Ethereum vs Cosmos approach to governance & decentralization (53:35) User ability to opt out (56:37) Staking vs. governance deciding sequencers (01:08:31) L3s (01:13:34) Superchain (01:16:38) Summary of rollup decentralization (01:21:08) Outro __ Hasu - https://twitter.com/hasufl Jon Charbonneau - https://twitter.com/jon_charb UCC2 - https://twitter.com/UCC2_xyz Website - https://ucc2.xyz __ Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.

Jul 17, 20231h 22m

Landmark Ripple & SEC Case: XRP Not a Security (maybe) | Roundup

In today's episode, Jason and Santiago dive into Ripples landmark victory over the SEC, Celsius CEO's arrest, the first smart contract exploit criminal case, On-chain RWAs, and Coinbase's Wallet-to-wallet messaging. -- 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 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! -- Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 - - Resources Solana Hacker https://cointelegraph.com/news/new-york-prosecutor-charges-hacker-over-exploit-of-solana-dex SEC Ripple Lawsuit Ripple Determination Celsius CRO Notes https://twitter.com/tier10k/status/1679486245754535936?s=20 -- Timestamps: (00:00) Federal Judge Sides with Ripple (17:09) Alex Mashinsky Charged with Fraud (20:41) First Ever Smart Contract Exploit Criminal Case (24:12) Patek Philippe NFT & RWAs On-Chain (37:20) Quicknode ad (39:09) Permissionless ad (40:34) Coinbase Wallet-to-wallet Messaging (46:10) Google Play to Earn Crypto -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

Jul 14, 202353 min

Superstate: Unlocking On-Chain RWAs | Rob Leshner

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.

Jul 11, 202359 min

Larry Fink Just Ignited BTC's Institutional Adoption Narrative | Roundup

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.

Jul 7, 202347 min

How to Analyze the ETH:BTC Trade | 1000x

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.

Jul 6, 202346 min

A Historian's Take on the Bear Market | Josh Rosenthal

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.

Jul 4, 20231h 25m

Should I Buy a Punk? | Roundup

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.

Jun 30, 202354 min

Punk6529: Why Crypto Matters

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.

Jun 27, 20232h 9m

Trading Crypto's Reflexive Markets and Mispriced Volatility | 1000x

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.

Jun 24, 202354 min

How BTC's Rally Could Kickstart Crypto's Flywheel | Bell Curve

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.

Jun 23, 202355 min

How to Discover Crypto's Next Narrative Using Onchain Activity | Icebergy

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

Jun 20, 20231h 21m

Uniswap v4: The Start of a DeFi Super App

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.

Jun 16, 20231h 0m

Policy Series: It's Time To Go On Offense | Rebecca Rettig, Jake Chervinsky

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.

Jun 14, 20231h 3m

Why Our Investment Thesis Hasn't Changed | Avichal Garg, Haseeb Qureshi

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.

Jun 13, 20231h 30m

The SEC's Attack On Crypto: Binance Stumbles, Coinbase Fights Back | Roundup

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.

Jun 9, 20231h 4m

Mike Novogratz on Crypto's Outlook, Trading & Storytelling | 1000x

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.

Jun 8, 202351 min

The Sovereign Rollup Thesis & Inevitability of Modular Tech Stacks | Mustafa Al-Bassam (Celestia), Preston Evans (Sovereign)

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.

Jun 6, 202357 min

Santi Announces He's Building A Crypto Bank | Roundup

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.

Jun 2, 202351 min

MakerDAO's Endgame: The Boldest Gamble in Crypto History | Rune Christensen

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.

May 31, 20231h 13m

Solana's Metaplex Sparks Heated Protocol Funding Debate | Roundup

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.

May 26, 20231h 16m

How Don Wilson Built His Trading Empire | 1000x

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.

May 25, 202352 min

Should Bitcoin Embrace New Use Cases? | Lyn Alden, Jordi Alexander

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.

May 23, 20231h 22m

Should Protocols Share Revenue With Token Holders? | Roundup

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.

May 19, 20231h 1m

Why Proof-of-Humanity Matters in an AI Future | Alex Blania

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.

May 16, 202358 min

How to Value Crypto Tokens: Fees, Flows or Fugazi | Roundup

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.

May 12, 202355 min

Meme Mania: Why You Should Pay Attention | 1000x

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.

May 11, 202348 min