The Convo: Unpacking the Solana Outage, Crypto & AI, and Blast Vision
Empire9 Feb 2024

The Convo: Unpacking the Solana Outage, Crypto & AI, and Blast Vision

In today's episode of the convo, Ryan, Tommy, and Santi debate the biggest topics and narratives across crypto. They dig into the the recent Solana outage, Ethereum's scalability roadmap, the intersection of AI and crypto, and their defining crypto theses for 2024. They unpack the implications of the Solana outage and whether it impacts institutional adoption. Transitioning topics, they debate Ethereum's scalability roadmap, including rollups, modular architectures, and Ethereum's ability to maintain composability long-term. To close out the trio explore the intersection of AI and Crypto, analyzing whether crypto can successfully compete with big tech for AI development or risk being too decentralized to keep pace. Stay tuned for all of this and much more! - - Follow Tommy: https://twitter.com/Shaughnessy119 Follow Ryan: https://twitter.com/kukulabanze 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/ - - Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use EMPIRE10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home - - Timestamps: (0:00) The Solana Outage (15:40) Value flows of Ethereum & DA Layers (26:56) DAS London Ad (27:52) Ethereum Scalability Roadmap (37:31) Intersection of AI and Crypto (58:33) Sustainability of Token Incentives (1:11:14) Santi's Blast Thesis (1:21:29) 2024 Thesis - - 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.

Episoder(638)

Quadrillions: Stablecoins: We’ve Only Just Begun | Mohamed Afifi

Quadrillions: Stablecoins: We’ve Only Just Begun | Mohamed Afifi

In this episode, we break down the state of stablecoins and why they’ve been able to bridge the gap into TradFi’s mainstream. Who’s adopting stablecoins and why? How are stablecoins changing the finan...

4 Feb 47min

Why BitGo Went Public | Mike Belshe

Why BitGo Went Public | Mike Belshe

This week, we’re joined by CEO and Co-founder of BitGo, Mike Belshe, to discuss BitGo’s IPO, their motivations for going public, and the IPO process. We dive into allocation decisions, key product gro...

2 Feb 1h 19min

The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyper...

30 Jan 1h 18min

Why Kraken Is Betting Big on Onchain Vaults | John Zettler & Sun Raghupathi

Why Kraken Is Betting Big on Onchain Vaults | John Zettler & Sun Raghupathi

This week, we’re joined by John Zettler, Director of Product at Kraken and Sun Raghupathi, Co-founder of Veda, to discuss their collaboration to bring onchain vaults to Kraken! We explore the growth o...

26 Jan 1h 3min

AI Breaking Software Economics, CLARITY Bill, & Debating BitGo’s IPO | Weekly Roundup

AI Breaking Software Economics, CLARITY Bill, & Debating BitGo’s IPO | Weekly Roundup

This week, we discuss Claude and the ongoing AI acceleration, AI’s impact on VC and SaaS, and the latest draft of the CLARITY Bill. We also dig into BitGo’s upcoming IPO, Polygon’s latest acquisitions...

23 Jan 1h 18min

Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles

Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles

This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also ...

22 Jan 1h 4min

Quadrillions: How to Win the World | Chris Maurice

Quadrillions: How to Win the World | Chris Maurice

In this episode, Chris Maurice, Co-founder & CEO of Yellow Card, joins us to explore how compliant crypto rails are reshaping everyday money movement across Africa. We dig into stablecoins as practica...

21 Jan 48min

Inside Lighter’s Plan to Overtake Hyperliquid | Vladimir Novakovski

Inside Lighter’s Plan to Overtake Hyperliquid | Vladimir Novakovski

This week, Lighter Founder & CEO Vladimir Novakovski discusses Lighter’s competitive edge over Hyperliquid, why he chose to be an L2 on Ethereum, and the role of their ZK innovations. We also touch on...

20 Jan 54min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
rss-politisk-preik
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
utbytte
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
lederpodden
rss-sunn-okonomi
rss-pa-konto
rss-fa-makro