Why We're Uncomfortably Bullish on Crypto | Roundup
Empire27 Syys 2024

Why We're Uncomfortably Bullish on Crypto | Roundup

In this episode, Santi and Jason reveal their "uncomfortable bullishness" on crypto, despite recent market choppiness. They dissect Kamala Harris's first pro-crypto statements and their potential impact on the industry. They also dive into the growth of DePIN projects, particularly Helium's surprising metrics and its implications for the sector. They share insights from Breakpoint and Token2049, discussing the disconnect between online sentiment and real-world development. They close out by unpacking Santi's vision for transforming traditional businesses using blockchain. Thanks for tuning in! - - Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts 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/ - - Anoma is the universal intent machine, introducing a new era of applications where you define the outcomes you want. Anoma’s intent-centric architecture provides a universal operating system for building intent-centric apps compatible with any blockchain. Anoma vastly improves blockchain UX, enables novel applications, and promotes a more human-centric future for decentralized technology. Follow Anoma at x.com/anoma and signup for the newsletter at anoma.net - - Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here. Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks - - FBTC is now available on both Ethereum and Mantle Network, and its points-inspired campaign “Sparkle” has officially started, with lucrative and sustainable yields, plus points and token airdrop from Babylon, Mantle’s new token $COOK, and more. Learn more: https://fbtc.com/ongoing-campaign - - Timestamps: 00:00 Intro 01:54 Token2049 Review 04:03 Lessons from the Degens 12:25 Pricing Helium 20:26 Hoffman vs Kain 23:38 Debanking Crypto 28:08 Kamala's Pro Crypto Stance 38:11 Anoma ad 39:13 Supra Ad 40:09 Mantle Ad 41:10 Uncomfortable Bullishness 44:56 Breakpoint Vibes 52:33 Marketability of F1 Drivers 53:49 Family Funds & 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.

Jaksot(625)

Hivemind: Fed Cuts Rates, Crypto's Mag7 Moment & Why We're Still Bullish

Hivemind: Fed Cuts Rates, Crypto's Mag7 Moment & Why We're Still Bullish

This week, the Hivemind team discusses the state of crypto markets after the Fed just lowered interest rates by 25bps. We deep dive into what will outperform going forward, the rise of SOL DATs, is it...

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Building The Largest Solana Treasury Company | Kyle Samani

Building The Largest Solana Treasury Company | Kyle Samani

This week Kyle Samani joins the show to discuss the successful $1.65B raise for Forward Industries. We deep dive into how Forward Industries plan to converge between traditional markets & DeFi, the ul...

19 Syys 202558min

The Biggest Winner from Hyperliquid’s USDH | Weekly Roundup

The Biggest Winner from Hyperliquid’s USDH | Weekly Roundup

We're back to discuss the top stories of the week. We deep dive into how crypto can redefine private equity, who wins from the battle for USDH, Figure's IPO, could DeFi projects go public & more. Enjo...

12 Syys 20251h 22min

Ethena Founder: The Next Chapter For Ethena | Guy Young

Ethena Founder: The Next Chapter For Ethena | Guy Young

This week Guy Young joins the show to discuss the next chapter for Ethena. We deep dive into Ethena's business model, how DATs could enable DeFi's breakout moment, how Ethena will scale in the future,...

10 Syys 20251h 1min

Are DATs Sustainable, Stripe Launches Tempo & WLFI’s Token Launch | Weekly Roundup

Are DATs Sustainable, Stripe Launches Tempo & WLFI’s Token Launch | Weekly Roundup

Gm! This week we're back to discuss the top stories of the week. We deep dive into the mechanics behind DATs, the WLFI token launch, Stripe's announcement of Tempo, onchain equities & more. Enjoy! --...

5 Syys 20251h 7min

Hivemind: Where Do Crypto Markets Go Next?

Hivemind: Where Do Crypto Markets Go Next?

This week, the Hivemind team discusses post-Jackson Hole conditions, Bitcoin seasonality, and rate cut expectations. They analyze DATs and liquidity dynamics, MicroStrategy’s S&P potential, Solana ver...

4 Syys 20251h 8min

Kraken’s 10 Year Plan With Arjun Sethi

Kraken’s 10 Year Plan With Arjun Sethi

Gm! In this episode, Arjun Sethi, Co-CEO of Kraken, joins Yano to dive into how his background in tech, growth and IPOs makes him the perfect candidate to join Kraken and take the company to the next ...

1 Syys 20251h 13min

Stablecoins & Prediction Markets, Nothing Else | Weekly Roundup

Stablecoins & Prediction Markets, Nothing Else | Weekly Roundup

Happy Friday! For this week’s Roundup, Rob and Yano dive into the recent stablecoin raises (Rain and M0) and explore the exponentially growing industry of prediction markets and discuss what could be ...

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