Hivemind: Finding Crypto's Top, AI Selloff, and Navigating SOL's Unlock
Empire30 Jan 2025

Hivemind: Finding Crypto's Top, AI Selloff, and Navigating SOL's Unlock

In today's Hivemind episode Jose, Ceteris, Yan, and Duncan dive deep into three major narratives shaping crypto. They start with China's DeepSeek breakthrough, explore its ripple effects on AI token valuations and broader market sentiment. They then shift to an analysis of Solana's upcoming unlocks, breaking down timing, market impact, and why it might be over-indexed. Finally, they examine whether this cycle has peaked through the lens of Howard Marks' bubble indicators, discuss the rise of fundamentals-driven tokens, and explore what BlackRock's real-world asset tokenization could mean for crypto. 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: (0:00) Introduction (2:12) Deepseek's Market Impact (9:37) How Far Away is a BTC Reserve? (13:52) Are AI Coins Dead? (24:18) Solana's Unlock & App Moat (32:11) How Are We Positioned? (44:45) Macro Catalysts for Crypto (46:53) Is the Cycle Over? - - 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(596)

This Billionaire is all in on Bitcoin... And Psychedelics | Christian Angermayer

This Billionaire is all in on Bitcoin... And Psychedelics | Christian Angermayer

Christian Angermayer is one of the world’s leading investors in psychedelics. Christian invested in the seed round Compass Pathways and recently founded Atai, a multi-billion dollar publicly traded psychedelics company. Christian talks about his beginnings, and how they led him to his current project: Atai Medical. ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– Get unparalleled access to the greatest minds in macro at Blockworks’ three day, executive summit in Bretton Woods. August 11 - 13. Apply to attend today! https://blockworks.co/brettonwoods/empire --- Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

15 Jul 20211h 40min

Chris Burniske on the Original Sins of Crypto

Chris Burniske on the Original Sins of Crypto

Chris Burniske is a co-founder of Placeholder, a New York venture firm that specializes in cryptoassets, and co-author of the book, Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond. He joins us to talk about crypto's past, and the implications that has for its future. ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– Get unparalleled access to the greatest minds in macro at Blockworks’ three day, executive summit in Bretton Woods. August 11 - 13. Apply to attend today! https://blockworks.co/brettonwoods/empire --- Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

8 Jul 20211h 23min

How to get started in DeFi | Anil Lulla

How to get started in DeFi | Anil Lulla

Anil is the Chief Operating Officer at Delphi Digital, and joins us to talk about DeFi, crypto gaming, and how he got so bullish on NFTs. ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– EXODUS Download the app today at http://exodus.com/empire and iOS users can buy up to $500 in Bitcoin for just $1 for a limited time. ––– Get unparalleled access to the greatest minds in macro at Blockworks’ three day, executive summit in Bretton Woods. August 11 - 13. Apply to attend today! https://blockworks.co/brettonwoods/empire --- Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

1 Jul 20211h 7min

How to earn yield on your bitcoin | Dan Held

How to earn yield on your bitcoin | Dan Held

Dan Held is currently the director of growth marketing at Kraken. This is the long awaited part 2 of a 2 part series with Dan. If you haven't already, be sure to check out part 1! Dan's blog: https://danheld.substack.com/ ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– EXODUS Download the app today at http://exodus.com/empire and iOS users can buy up to $500 in Bitcoin for just $1 for a limited time. ––– Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

24 Jun 20211h 1min

Blockchain.com CEO says Bitcoin Maxis are wrong about BitClout and DeFi

Blockchain.com CEO says Bitcoin Maxis are wrong about BitClout and DeFi

Peter Smith has been in the crypto space for a long time — and he's learned a thing or two about how the market ebbs and flows. He's come to the conclusion that Bitcoin's success — as well as the success of his own company — doesn't depend on other project's failures. ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– EXODUS Download the app today at http://exodus.com/empire and iOS users can buy up to $500 in Bitcoin for just $1 for a limited time. ––– Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

17 Jun 202148min

Today's 7 biggest crypto trends

Today's 7 biggest crypto trends

On this special episode of Empire, Blockworks co-founder Michael Ippolito tells us about today's biggest trends in crypto. ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– EXODUS Download the app today at http://exodus.com/empire and iOS users can buy up to $500 in Bitcoin for just $1 for a limited time. ––– Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

10 Jun 202142min

Why the 2021 bull market mirrors 2013, with Will Clemente

Why the 2021 bull market mirrors 2013, with Will Clemente

Empire is on pause this week. For now, enjoy Crypto Data 101 with Will Clemente. See you next week for part 2 with Dan! In this special episode, Will and I talk about why retail is buying when whales are selling, and how the 2021 bull run looks like 2013. Will built a steady following on Twitter this year with his market predictions and analytics, and predicts an eventual $300k Bitcoin. ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– EXODUS Download the app today at http://exodus.com/empire and iOS users can buy up to $500 in Bitcoin for just $1 for a limited time. ––– Empire is brought to you by Blockworks. For the next 24 hours, you can get tickets to DAS before the price increases on Friday. Act soon! https://blockworks.co/events/ For more podcasts like this one, check out http://blockworks.co/podcasts. Don't forget to follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

3 Jun 20211h 3min

Dan Held explains why the Supercycle will push Bitcoin above $500,000

Dan Held explains why the Supercycle will push Bitcoin above $500,000

Dan Held is currently the director of growth marketing at Kraken. We talked about Elon's impact on the field, energy and the environment, and of course, the possible $500k Supercycle. This is part 1 of a 2 part series with Dan. Check out his Substack if you can't wait for part 2! https://danheld.substack.com/ ––– LUKKA Lukka Prime is crypto asset pricing data aligned to accounting standards like GAAP and IFRS. Lukka Prime Pricing Data is the pricing source used by S&P Dow Jones Indices’ for their new cryptocurrency indices. Lukka Prime is the world’s first fair market value pricing source for crypto assets and the best option for all post-trade reporting needs. Visit lukka.tech/empire to learn more. ––– EXODUS Download the app today at http://exodus.com/empire and iOS users can buy up to $500 in Bitcoin for just $1 for a limited time. ––– Empire is brought to you by Blockworks, a financial media brand delivering breaking news and premium insights about digital assets to millions of investors. For more content like Empire, visit http://blockworks.co/podcasts. Follow me on Twitter @JasonYanowitz and let me know what you thought of the show!

27 Mai 20211h 9min

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