The State Of Crypto Lending | Membrane Labs

"The Delphi Digital Crew is back to dive into the current state of the crypto markets, exploring Bitcoin's recent price action and the potential impact of Trump's return to office. They then examine the evolving AI framework narrative in crypto, discussing why this sector could become a major bubble in 2025. The conversation shifts to an analysis of Bitcoin Layer 2 solutions and their potential, particularly with OPCAT on the horizon. Finally, the team discusess the changing dynamics of market sectors, from the decline of OG memecoins to the return of fundamental value-driven projects. - - We want to hear from you! Your feedback helps us create content better tailored to you and your interests: https://empire-31ed59.beehiiv.com/forms/01a0ba12-61d0-4a12-a6c6-8bbcdb3b0060 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 Duncan: https://x.com/FloodCapital Follow Jason: https://x.com/3xliquidated 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 (2:09) Market Thoughts (8:53) Crypto's AI Bubble (17:27) Agent Token Moats (24:08) Death of OG Memes? (30:54) Return of Fundamentals (43:19) Next Gen L2s & L3s (46:35) BTC Dominance Top? (54:24) Bitcoin L2 Viability - - 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."

16 Tammi 20251h 3min

This week, we discuss the current state of the market as macro uncertainty leaves everyone worried about what's next for crypto. We deep dive into SUI & the L1 trade, Hyperliquid, what will perform in the next leg of the bull market, crypto's KOL problem & where to find opportunity during a correction. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER™ device and secure your crypto today. Buy now at Ledger.com -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:20) SUI & The L1 Trade (12:49) Hyperliquid (17:49) Ledger Ad (18:30) What Will Perform In The Next Leg Of This Bull Market? (21:08) The AI Crypto Trade (29:44) The Rise Of AI Agents (36:53) Crypto's Angel/KOL Flywheel Problem (44:05) Macro & Bitcoin -- Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed

14 Tammi 202549min

In today's episode Binance CEO Richard Teng joins Jason and Santi to dive behind the scenes of the world's largest crypto exchange. Richard reveals the untold story of how CZ recruited him, shares what it was like taking over during the $4.3B regulatory settlement, and explains how Binance maintains its aggressive edge while becoming the most regulated crypto exchange globally. They then explore their stringent listing process, geographic expansion strategy, views on DeFi vs CeFi, and what US politics means for crypto's next chapter. Thanks for tuning in! - - Help us shape the future of Empire. Fill out our audience survey and give us your thoughts: https://empire-31ed59.beehiiv.com/forms/01a0ba12-61d0-4a12-a6c6-8bbcdb3b0060 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 Richard: https://x.com/_richardteng 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/ - - GEODNET’s native token, GEOD, can be easily mined with a GEODNET Satellite Miner, presenting a unique opportunity to generate passive income. By setting up a GEODNET base station, you can join this groundbreaking Web3 ecosystem that is powering the future of AI and robotics. Join the revolution today and learn more at https://geodnet.com. - - Timestamps: (00:00) Intro (01:06) Recruited by CZ & Binance CEO Role (11:54) Binance Listing Process (16:33) Binance Product Line (23:25) Centralized vs Decentralized Balance (29:57) Geographic Priorities (37:53) GeodNet Ad (38:53) Evolution of Crypto Exchanges - - 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.

13 Tammi 202551min

In this week's roundup Jason and Santi tackle the week's biggest story - claims about the US government selling $6.5B in Bitcoin. Joined by Asset Reality CEO Aidan Larkin, they unpack how government crypto seizures actually work. The discussion expands into why crypto has transformed asset recovery compared to traditional finance, with insights into KYC/AML and real-world asset seizure cases. Thanks for tuning in! Chat with us in our new telegram: https://t.co/uvyS3SSdUn - - 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 Aidan: https://x.com/aidanjlarkin 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/ - - GEODNET’s native token, GEOD, can be easily mined with a GEODNET Satellite Miner, presenting a unique opportunity to generate passive income. By setting up a GEODNET base station, you can join this groundbreaking Web3 ecosystem that is powering the future of AI and robotics. Join the revolution today and learn more at https://geodnet.com. - - Timestamps: (00:00) Introduction (01:31) Did we Top (10:40) Is the US Gov Selling Bitcoin (17:07) Gov Asset Forfeitures and Seizures (26:57) What's next? (30:13) Bitcoin Strategic Reserve  (35:02) Geodnet ad (36:02) Is Biden Selling? (41:58) Crypto & Crime  - - 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.

10 Tammi 20251h 10min

In today's episode Jason and Santi evaluate their 2024 predictions, from successful calls on Solana's growth to misses on NFTs and explosion of restaking products. They then move on to their predictions for 2025, forecasting major L1 chain differentiation, explosive stablecoin adoption driven by banks and tech companies, Bitcoin reaching $150K with potential strategic reserves, and traditional companies being acquired by crypto firms. They also predict AI's growing influence on crypto markets, warn about the risks of overvalued AI projects, and discuss centralized companies launching tokens. They close out by emphasizing the importance of surviving crypto's volatility and how to sustainably grow in 2025. Thanks for tuning in! Chat with us in our new telegram: https://t.co/uvyS3SSdUn - - 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/ - - The self-custody wallet that's built for swapping. Created for a multi-chain world by the most trusted team in DeFi. Available on Chrome, iOS, and Android. https://blckwrks.co/UniswapWallet - - Timestamps: (00:00) Introduction (01:20) Santi's 2024 Predictions (17:50) Jason's 2024 Predictions (29:52)  L1 Differentiation (Real) (38:27) Uniswap Ad (39:03) Stabelcoin Mass Adoption (44:08) Bitcoin Price Prediction (49:38) ICO's and Crypto Regulation (54:30) Crypto Companies Acquiring Companies (59:56) Crypto AI Explosion (01:13:13) AI Agents vs Meme (01:17:17) Centralized Companies Launching Tokens - - 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.

6 Tammi 20251h 21min

Happy new year! This week, we discuss the current state of the market as we head into 2025. We deep dive into crypto's AI trade, the alt L1 narrative, trading trending markets vs technical analysis, what to expect in 2025 & much more. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Definitive is a multichain trading platform used by top funds, DAOs and pro traders. Get the best trade execution for every token on every chain, with your order routed to every liquidity pool. Maximize your gains with automated TWAPs and Limit orders. For our 1000x listeners - get no fees on your first $100K in trading volume: blockworks.definitive.fi -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (0:38) The AI Crypto Trade (7:22) Definitive Ad (8:15) The Setup Into 2025 (17:53) The L1 Trade (25:42) Trading Trends vs TA -- Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed

6 Tammi 202536min

In today's episode Jose, Ceteris, Yan, and Jason break down the year's biggest winners (Bitcoin, AI) and losers (Ethereum, L2s), covering the best founders, best investors, and top-performing sectors. The conversation then covers their 2025 predictions, making their Bitcoin price targets, crypto market cap expectations, and why AI might be the most explosive narrative. Wrapped up with wild predictions about agent swarms, crypto payments, and the future of decentralized blockchains. 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 Jason: https://x.com/3xliquidated 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 (2:08) Biggest Winners of 2024 (11:46) Biggest Loser of 2024 (21:24) Biggest Positive Surprise (29:32) Biggest Disappointments (37:18) Best Founder (47:37) Best Investor (1:00:49) Best Shitposter & Researcher (1:04:20) Bitcoin Price & Prediction (1:06:05) Total Crypto MCAP (1:08:53) Best Performing Sectors (1:22:41) Worst Performing (1:25:03) Wild Predictions - - 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.

4 Tammi 20251h 35min

In today's episode Kuzco founder Sam Hogan explores AI's major infrastructure shift, explaining why inference computing is set to dominate 99% of AI compute within five years. He details how Kuzco is building a global marketplace for idle GPU power, leveraging crypto for payments and verification. The conversation evolves from technical infrastructure to the emergence of AI agents, their potential impacts, and concludes with insights on preserving human value and authentic connections in an increasingly AI-driven world. Resources https://kuzco.xyz/ https://x.com/kuzco_xyz - - 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 Sam: https://x.com/0xSamHogan 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/ - - Timestamps: (00:00) Introduction (00:26) AI Inference Marketplace (05:10) Training vs Inference (09:37) Why Found Kuzco (13:26) Why Crypto (23:47) Grand Product Vision (27:17) Ai Agent Explosion (38:39) Human vs AI Interaction (51:43) Evolution of Human Skillsets - - 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.

3 Tammi 20251h 6min