Hivemind: Will 2026 Be Bullish & Crypto's Token vs Equity Problem
Empire8 Tammi

Hivemind: Will 2026 Be Bullish & Crypto's Token vs Equity Problem

This week, the Hivemind team breaks down the current state of the markets and asks whether the start of 2026 will be bullish. We then dive into the ongoing token vs equity debate in crypto and explore the best way to structure ICOs. Enjoy! -- Follow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Empire: ⁠https://x.com/theempirepod⁠ Subscribe on YouTube: ⁠https://bit.ly/4jYEkBx⁠ Subscribe on Apple: ⁠https://bit.ly/3ECSmJ3⁠ Subscribe on Spotify: ⁠https://bit.ly/4hzy9lH⁠ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: ⁠https://blockworks.co/newsletter/⁠ -- (00:00) Introduction (01:53) Will Q1 Be Bullish For Crypto? (18:56) Crypto’s Token vs Equity Problem (26:43) The MetaDAO Model (39:48) What Defines Success For ICOs? (01:01:31) Solana’s Block Building Dilemma -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

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Quadrillions: Stablecoins: We’ve Only Just Begun | Mohamed Afifi

Quadrillions: Stablecoins: We’ve Only Just Begun | Mohamed Afifi

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The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyper...

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Why Kraken Is Betting Big on Onchain Vaults | John Zettler & Sun Raghupathi

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26 Tammi 1h 3min

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AI Breaking Software Economics, CLARITY Bill, & Debating BitGo’s IPO | Weekly Roundup

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Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles

Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles

This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also ...

22 Tammi 1h 4min

Quadrillions: How to Win the World | Chris Maurice

Quadrillions: How to Win the World | Chris Maurice

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Inside Lighter’s Plan to Overtake Hyperliquid | Vladimir Novakovski

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