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 Ya...
7 Des 20241h 16min
Timing Cycle Tops, AI Narrative Trade, and Bitcoin's Nation-State Adoption | Qiao Wang
In today's episode Qiao joins us to check in on the current stage of the crypto market cycle. Qiao shares why the lack of celebration signals a fundamental shift in market psychology as evidence by th...
6 Des 202456min
How To Trade This Cycle | 1000x
Gm! This week, we discuss how to trade the current market regime as the alt roulette wheel spins. While Bitcoin consolidates just below $100k, we deep dive into the return of dino coins, trading in th...
4 Des 202454min
Did Memecoins Ruin This Cycle? | Haseeb & Avichal
In today's episode Haseeb and Avichal return to Empire for a deep dive into the current state of the crypto market cycle. They debate whether we're heading toward a massive bubble or a more mature mar...
3 Des 20241h 28min
Tornado Cash's Victory, PumpFun Content Moderation, and Geopolitical BTC Demand | Roundup
Jason and Santi break down the Fifth Circuit's ruling against Tornado Cash sanctions and its implications for crypto protocols. They also examine PumpFun's content moderation crisis and how platforms ...
29 Nov 202455min
ParaFi's 10 Crypto Predictions for 2030 | Ben Forman & Kevin Yedid-Botton
In today's episode we are joined by ParaFi partners, Ben Forman and Kevin Yedid-Botton. They unpack their biggest predictions for crypto in 2030. They unpack their vision of Bitcoin reaching gold pari...
26 Nov 20242h 2min
Hivemind: Saylor's MSTR Premium Playbook & Financializing AI Agents
The Hivemind team unpacks MicroStrategy's leveraging of its premium to accumulate billions in Bitcoin. Yan discusses the sustainability of this strategy as BTC hits 95k and what this could imply for t...
23 Nov 20241h 6min
Crypto's Euphoria, Mass Stablecoin Adoption, and What Santi's Buying | Roundup
In this week's roundup, Jason and Santi dive into weird lack of euphoria on crypto twitter despite Bitcoin hitting $98K and analyze why the market dynamics feel different this cycle. They explore Trum...
22 Nov 202456min
