Bell Curve X Empire | Prediction Markets, Crypto’s Mag 7 & Stablecoin Growth | Weekly Roundup

Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discuss the banking system failures and what to expect next. Joseph dives deep into the risk both banks took by not hedging interest rate risk, how this could have been avoided and whether other banks are in a similar position? We then discuss if the Fed's Bank Term Funding Program was the right move? To hear all this and more, you'll have to tune! - - Follow Joseph: https://twitter.com/FedGuy12 Follow Jack: https://twitter.com/JackFarley96 Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Follow Forward Guidance: https://twitter.com/ForwardGuidance 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/ - - This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan! - - 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 Maalis 202356min

In today's episode of Empire, we start with Jason's big takeaways from ETH Denver. What was the vibe? What innovations are on the horizon? And most interesting, what crypto sector was conspicuously missing from the conversation? We then discuss Silvergate's unwind, Coinbase's wallet announcement (bullish), Amazon NFT rumors, MakerDAO's 1.25B treasury proposal and more! - - Timestamps: (00:00) Introduction (02:33) ETH Denver Takeaways (09:15) Silvergate Unwinds (21:06) Coinbase's WaaS Announcement (28:49) Amazon NFT Rumors (33:07) Public.com (34:29) GBTC & Legal Wins for Crypto (40:24) MakerDAO Proposal to Buy $1.25B US Treasuries (44:04) Bitcoin Innovations (51:44) Predictions: Hong Kong, Bitcoin stablecoins, Coinbase - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz 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/ - - Resources Silvergate Twitter thread https://twitter.com/ramahluwalia/status/1633669035924529152 Empire episode with Eric Peters https://spoti.fi/3yqRcdd Empire episode with Rebecca Rettig https://spoti.fi/3ynCF1Z Empire episode with Muneeb Ali (Ordinals/Stacks) https://spoti.fi/3L6xXgB MakerDAO US Treasury proposal https://bit.ly/3T4oqbF - - 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 Maalis 202359min

In this episode of Empire, we are joined by one of crypto's best traders: Dan Matuszewski. Dan is the founder of CMS, a crypto OG and a prolific trader/investor. We discuss upcoming catalysts, the Coinbase trade, punting on L1s vs L2s, lending markets, what it's like managing a crypto fund and more. This is one of my favorite conversations that you won't want to miss! - - Timestamps: (00:00) Introduction (00:35) Surviving FTX (08:52) Market update and upcoming catalysts (15:41) The industry is starved for action (17:40) Deploying in private vs public markets (21:50) Trading macro (23:43) Is the lending market dead? (27:02) Base and the Coinbase trade (31:30) Punting L1s vs L2s (34:10) Regulation (41:25) Anything under a $50M fund doesn’t make sense (44:11) Blockworks Research (45:45) Anything under a $50M fund doesn’t make sense (49:16) Fund sentiment, LSD trade and inefficient markets - - Follow Dan: https://twitter.com/cmsholdings Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources CMS Peary on LSDs https://cmsholdings.substack.com/p/lsds-rocketpool https://twitter.com/cmspeary CMS Intern https://twitter.com/cmsintern - - 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 Maalis 20231h 2min

In this episode of Empire, Muneeb Ali, the founder of Stacks, joins us to discuss Bitcoin's sudden transformation. Until the last two months, Bitcoin was (perceived as) simply a store of value, a religion. However, Ordinals, a Bitcoin NFT project, has redirected the spotlight to Bitcoin’s underlying tech and utility - a technology that can support NFTs, DeFi and more. Muneeb provides his unique insights in this eye-opening episode! - - Timestamps: (00:00) Introduction (00:53) Bitcoin is a technology, not a religion (06:43) Building apps on Bitcoin (12:36) Has Ordinals transformed Bitcoin’s future? (24:42) Stacks and Bitcoin DeFi (29:30) Blockworks Research (31:04) Stacks and Bitcoin DeFi (35:57) What will Bitcoin look like in 12 months? - - Follow Muneeb: https://twitter.com/muneeb Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources Empire's first-ever episode (with Muneeb) https://tinyurl.com/4vnbxwkz Stacks https://www.stacks.co/ - - 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 Maalis 202341min

In this episode of Empire, Darren Langley (Rocketpool) and John Zettler (Coinbase) join us to discuss why liquid staking is taking over Ethereum. We start with the LSD landscape, how cbETH and Rocketpool approach product strategy, and Lido's dominance. Then we get into the real fun stuff. Darren and John explain the 2/3rd order effects of the Shanghai upgrade, how to drive on-chain liquidity, the evolving fee market and more. Liquid staking is poised to take over Ethereum - don’t miss out! - - Timestamps: (00:00) Introduction (01:45) The LSD market overview (13:34) Rocketpool’s focus on decentralization (16:44) Lido’s dominance (19:59) Coinbase’s partnership with Rocketpool (24:41) Shanghai predictions (33:55) Blockworks Research (40:55) A reshuffling of market share? (46:18) Driving on-chain liquidity (50:08) Fee markets and multi chain (57:00) Future outlook (1:02:44) Regulation (1:08:48) LSDs on L2s - - Follow John: https://twitter.com/JohnZettler Follow Darren: https://twitter.com/langerstwit Follow Jason: https://twitter.com/JasonYanowitz Follow Mike: https://twitter.com/MikeIppolito_ 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/ - - Resources cbETH https://help.coinbase.com/en/coinbase/trading-and-funding/staking-rewards/cbeth Rocket Pool https://rocketpool.net/ https://twitter.com/Rocket_Pool Ethereum staking distribution dashboard https://dune.com/hildobby/eth2-staking - - 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.

27 Helmi 20231h 14min

In today's episode of Empire, we discuss Coinbase's journey to become the default gateway to crypto with their new L2. Jason and Santi delve into Coinbase's secret master plan, the impact of Base on Arbitrum and Optimism and the current state of on-chain creativity. Warning: we are bullish. We also cover the recent layoffs and reorgs at Polygon, the closure of Galois Capital, a new CBDC proposal and the misleading claims about Top Shot. Don't miss this episode, where we cover the top stories of the week! - - Timestamps: (00:00) Introduction (00:53) On-chain creativity is at an all-time high (07:04) Coinbase’s secret master plan (39:28) Blockworks Research (41:02) Trouble at Polygon? (46:18) Security is the #1 priority (50:02) Galois Capital shuts down (53:37) Arbitrum, CBDCs and Top Shot - - Follow Santi: https://twitter.com/santiagoroel Follow Jason: https://twitter.com/JasonYanowitz 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/ - - Resources The Myth of The Infrastructure Phase https://www.usv.com/writing/2018/10/the-myth-of-the-infrastructure-phase/ Empire's Base interview https://spoti.fi/3KGUIau The Coinbase Secret Master Plan https://www.coinbase.com/blog/the-coinbase-secret-master-plan Empire's Cosmos interview https://spoti.fi/41y0xgK - - 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.

24 Helmi 20231h 1min

Breaking News: Coinbase is launching an L2 on Ethereum called Base! Jesse and Will from Coinbase join us to discuss the news and paradigm shift for Coinbase. We explore why Coinbase is building Base, how Coinbase chose to use the OP tech stack, Base's value proposition, how Coinbase thinks about "competition" building on Base, if Base will have a token and more! -- Timestamps: (00:00) Introduction (00:45) Base: Coinbase’s on-chain journey (05:02) Why build Base? (10:10) Leveraging the OP stack (19:10) Why now? (24:41) Base’s value proposition (35:27) Controlling the stack (41:10) Will Base have a token? (44:05) Building a bridge, not an island (46:54) What will Coinbase build on Base? (51:05) What is Base’s business model? (54:34) A culture shift and the on-chain future - - Follow Jesse: https://twitter.com/jessepollak Follow Will: https://twitter.com/willrobinson23 Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources The Coinbase Secret Master Plan https://www.coinbase.com/blog/the-coinbase-secret-master-plan - - 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.

23 Helmi 20231h 2min

In this episode of Empire, Pacman (Blur's founder) joins Jason and Santi to discuss how Blur, an NFT marketplace for professional traders, has revolutionized the NFT market. We discuss Blur's business strategy, vertical vs horizontal markets, the creator royalty debate, Blur vs OpenSea and more! This is one of my favorite episodes yet - Pacman is a giga brain. - - Timestamps: (00:00) Introduction (00:50) Blur’s Unique Design and NFT Strategy (09:23) Incentivizing Liquidity vs Volume (21:30) Blockworks Research (23:05) Thoughts on Uniswap's NFT Strategy (31:40) OpenSea’s Response to Blur (40:30) Blur’s Airdrop Strategy (47:55) Navigating Regulations (49:30) Creator Royalties (56:00) Blur’s Market Unlock - - Follow Pacman: https://twitter.com/PacmanBlur Follow Jason: https://twitter.com/JasonYanowitz Follow Santi: 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/ - - Resources Blur https://blur.io/ https://twitter.com/BlurCrypto - - 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.

21 Helmi 20231h 3min