Hivemind: Saylor's MSTR Premium Playbook & Financializing AI Agents
Empire23 Nov 2024

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 the wider market. Then the team explores how financialization of emerging AI agents may continue. To close out they discuss general market sentiment and their outlook and what tokens may perform the best. 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 Duncan: https://x.com/FloodCapital 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 02:01 Saylor's BTC Buys 18:02 Bitcoin Dominance & Alt Season 22:08 AI Meta Over Hyped? 40:06 Increased CEX Listing Appetite 47:16 Was Murad Right? 54:33 Market Outlook 01:02:17 What to Buy? - - 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(639)

Zero Just Made Blockchains 100x Better | Bryan Pellegrino & Raz Zarick

Zero Just Made Blockchains 100x Better | Bryan Pellegrino & Raz Zarick

This week, Bryan Pellegrino and Raz Zarick from LayerZero join the show to discuss Zero, the 100x breakthrough in blockchain architecture. We deep dive into the Zero origin story, the roadmap for 2026...

23 Feb 1h 38min

Inside Dragonfly’s $650M Raise | Weekly Roundup

Inside Dragonfly’s $650M Raise | Weekly Roundup

This week, we're back with another weekly roundup where Rob walks us through Dragonfly's most recent $650M raise. We deep dive into the state of crypto VC, what allocators look for when deploying into...

20 Feb 54min

Hivemind: Surviving Market Chop, Is Crypto Bottoming & Reasons to Be Optimistic in 2026

Hivemind: Surviving Market Chop, Is Crypto Bottoming & Reasons to Be Optimistic in 2026

This week, the Hivemind team breaks down the current market chop as equities trade sideways and crypto tries to hold on after a huge downturn. We deep dive into whether we’ve finally bottomed, reasons...

19 Feb 1h

Quadrillions: The New Wall Street | Nick Shalek & Mathew McDermott

Quadrillions: The New Wall Street | Nick Shalek & Mathew McDermott

In the Quadrillions finale, we map the power shift from crypto building parallel markets to institutions integrating onchain rails into traditional finance. With Ribbit Capital’s Nick Shalek, and Gold...

18 Feb 42min

MegaETH in 2026 & Ethereum's L2 End Game | Brett DiNovi & Lei Yang

MegaETH in 2026 & Ethereum's L2 End Game | Brett DiNovi & Lei Yang

This week, Brett DiNovi and Lei Yang join the show to discuss the path forward for L2s. We deep dive into why we need L2s, MegaETH's 2026 roadmap, how to build a successful ecosystem, lessons learned ...

16 Feb 1h 17min

The Clarity Act, State of Crypto VC & LayerZero Launches Zero | Weekly Roundup

The Clarity Act, State of Crypto VC & LayerZero Launches Zero | Weekly Roundup

This week, Rebecca Rettig joins the show to discuss the latest happening in Washington and what it means for crypto. We deep dive into the Clarity act, how to regulate prediction markets, who's crypto...

13 Feb 1h 15min

How Rain Grew To A $2B Company | Charles Yoo-Naut

How Rain Grew To A $2B Company | Charles Yoo-Naut

This week, Charles Yoo-Naut joins the show to unpack Rain's explosive growth and what's next for crypto payments. We deep dive into the Rain origin story, their recent $250M fundraise, partnering with...

9 Feb 1h 12min

Why Is Crypto Crashing? | Weekly Roundup

Why Is Crypto Crashing? | Weekly Roundup

This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's...

6 Feb 1h 15min

Populært innen Business og økonomi

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