What Do The Midterms Mean For Crypto And AI?

Is the post-midterms selloff a buy-the-dip moment or a hard pass? This week, Jason and Rob sit down with Matthew Sigel of VanEck as the AI trade implodes following the Democratic sweep in the Congress and Senate. We discuss what a blue wave means for Bitcoin vs AI, if neoclouds and landlords get priced very differently, if prediction markets beat pollsters, and why stablecoin supply is falling. Enjoy! TIMESTAMPS: 00:00 Rob Returns, Matthew Sigel Joins 00:38 The AI Trade Gets Crushed 06:56 Buy The Dip Or Bear Market? 10:12 Can AI Companies Survive? 13:38 Fidelity, Blockworks MCP, DAS London 16:48 Are Frontier Models Losing Their Edge? 25:08 Can Bitcoin Weather The AI Selloff? 27:45 Fidelity, Blockworks MCP, DAS London 31:37 Democrats Take Aim At Data Centers 36:00 Is Gridlock Bullish For Bitcoin? 38:23 Wall Street Moves Onchain 41:08 Why Stablecoin Adoption Looks Different 48:43 Which Crypto Stocks Are Worth Buying? 51:39 Did Prediction Markets Beat Pollsters? 56:15 Who Wins From Tokenized Equities? 1:00:39 Content Of The Week FOLLOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Rob – https://x.com/HadickM › Matthew – https://x.com/matthew_sigel › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › Blockworks – https://x.com/Blockworks SPONSORS › Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of significant loss. Securities offered by Fidelity Brokerage Services,LLC. Member NYSE, SIPC. http://fidelity.com/crypto TOOLS › Blockworks MCP: Our data, your agents https://blockworks.com/insights/introducing-the-blockworks-mcp-our-data-your-agents › Blockworks Unified API https://blockworks.com/insights/introducing-the-blockworks-unified-api › Blockworks Agentic Detection: https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era EVENTS › Join us at Digital Asset Summit London Nov 10-11 https://blockworks.com/events DISCLAIMER Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.