Debate: How to Value an L1 Token With Dan Smith and Jonah Weinstein
Gm and Happy Monday! This week, Dan Smith, a Lead Blockworks Researcher and Jonah Weinstein, a Portfolio Manager of SkyCatcher, join Jason to dive into the timely conversation about which metric is be...
2 Kesä 20251h 16min
LIVE Hivemind: Crypto Treasury Companies, Sui Hack & Solana’s New Consensus
This week, the Hivemind team discuss MicroStrategy & the boom in crypto treasury plays, stabelcoins & the launch of Plasma, and the Sui hack’s implications for security vs centralization. We also dig ...
31 Touko 20251h 11min
Consensus Bets Pay Off In 2025 | Weekly Roundup
On this week's RoundUp, Yano and Santi dive into the latest crypto market dynamics! Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https:/...
30 Touko 20251h
The Bitcoin Treasury Playbook With Tyler Evans & Josh Solesbury
Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury com...
26 Touko 20251h 3min
Entering Ethereum’s New Era | Tomasz Stańczak
Gm! Unfortunately no roundup this week as Yano & Santi are travelling. Instead we're bringing you this episode of Bell Curve with Tomasz Stańczak, Co-Executive Director at the Ethereum Foundation, to ...
23 Touko 20251h 8min
The Bull Case For Ethereum | Tom Dunleavy & Ryan Berckmans
Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Ethe...
19 Touko 20251h 10min
The Next Phase of the Bull Market | Weekly Roundup
Gm! This week we're back with another weekly roundup. We discuss the state of the market, what to own this cycle, has BTC dominance topped, why you need to pay attention to crypto M&A in 2025 & much m...
16 Touko 20251h 7min
Hivemind: ETH Pump, Solana’s Edge & the New Meme Meta
This week, the Hivemind team discuss ETH's sudden outperformance and whether it's driven by genuine flows or just positioning, Solana's strength as the launchpad for "Internet Capital Markets," and th...
15 Touko 20251h 5min
