Empire7 Joulu 2024

Hivemind: BTC's $100K Run, Ethena's Yield Meta, and Our Bull Market Bets

The Hivemind team unpacks Bitcoin hitting $100k, from strategic reserves to market psychology. They explore the importance of conviction over FOMO and the challenges of narrative rotation. Jose and Yan breakdown Ethena's yield mechanisms and their impact on the broader DeFi landscape taking center stage. The episode wraps with a discussion about the realness of AI innovation in crypto. 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 Ceteris: https://twitter.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Duncan: https://x.com/FloodCapital 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: (0:00) Introduction (1:42) Bitcoin $100k Prediction (9:59) Catching Narratives VS Conviction (20:27) HyperLiquid's Template Airdrop (39:34) Ethena Yield & Sustainability (51:39) Ethena's Investment Case (1:02:06) AI Winners - - 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.

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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 Congr...

6 Marras 1h 4min

Will Druck Kick Off The Next Phase of Crypto's Bull Market?

Druckenmiller is bullposting TradeXYZ and you're bearish? This week, we break down the TradFi incumbents suddenly leaning into crypto rails and what it means for the startups that built them. We...

30 Loka 58min

Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything

Is AI about to make the whole internet a target? This week, we unpack the PHP exploit wave and why crypto saw this cybersecurity attack pattern first. We also explore whether the AI labs get nat...

23 Loka 1h 6min

Which Businesses Will Survive AI? | Michael Dempsey

Will the AI labs eat everything or is tech just too sure of itself to tell what actually lasts? This week, Compound's Michael Dempsey explains why he invests against the herd in a market running o...

19 Loka 1h 10min

Is The AI Debt Bubble Finally Popping? | Weekly Roundup

Is AI's infinite capital era finally running out of road? This week, we unpack the AI bloodbath and why credit markets are flashing warnings while crypto quietly holds its ground. We explore Ant...

16 Loka 1h 4min

Kamino's Plan To Make Tokenized Assets Actually Useful | Michael Weisz

Is tokenization pointless until you can borrow against it? This week, we sit down with Kamino's new CEO Michael Weisz on why he left fintech to build the onchain credit layer. We explore Kamino'...

12 Loka 56min

Jeff Yan On Hyperliquid’s Plan To Bring All Finance Onchain

What if Hyperliquid’s biggest opportunity is helping the exchanges it’s compared against? This week, Hyperliquid Labs CEO & Co-founder Jeff Yan explains how Hyperliquid is building shared infrastru...

7 Loka 30min

Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou

How do you price a commodity that still clears in text messages? This week, we're joined by Brett Harrison of Architect and Andrawes Bahou of Compute Desk to discuss why GPU compute needs a futures...

5 Loka 1h 5min