Empire15 Feb 2025

Hivemind: Fate of ETH, Initia with Zon, & OpenAI's Deep Research

The Hivemind team discusses whether Ethereum can be saved, Initia with co-founder Zon, and what chains need to do to compete. The team also explores the outlook and market opportunity for Celestia and breaks down the Berachain and Story L1s. To close out, the team digs into market sentiment, whether the bottom is finally in for alts, and OpenAI’s Deep Research. -- 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 Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Zon: https://x.com/ItsAlwaysZonny Follow Empire: https://x.com/theempirepod Subscribe on YouTube: https://bit.ly/4jYEkBx Subscribe on Apple: https://bit.ly/3ECSmJ3 Subscribe on Spotify: https://bit.ly/4hzy9lH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:07) Can Ethereum Be Saved? (13:10) The Future of Ethereum and Solana (21:12) Chain Priorities and Standards (40:02) Challenges and Innovations in App Chains (54:16) Market Sentiment and Predictions (1:08:40) OpenAI's Deep Research -- 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.

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Episoder(673)

CLARITY Failed, Many Stablecoins Debate, Circle Launches Arc & Meta's AI Edge | Weekly Roundup

CLARITY failed, but SEC and CFTC action could still accelerate onchain markets. This week, we cover what's next for crypto regulation, debate the many-stablecoin thesis, and dig into Circle launchi...

18 Sep 1h 3min

The Six Tokens To Own This Cycle | Yan Liberman

Which tokens are actually worth owning in today’s market? This week, Yan Liberman shares his six-token portfolio and the framework behind each position. We dig into productive vs speculative ass...

14 Sep 59min

Memecoins Are Stress-Testing The Future Of Tokenized Stocks | Weekly Roundup

What happens when memecoin speculation collides with onchain equities? This week, Jason and Santi unpack why Robinhood’s tokenized stocks may be crypto’s hottest new battleground. They explore t...

11 Sep 43min

Cloudflare CEO: The Man Deciding The Internet’s Next Business Model

What happens when AI agents become the internet’s dominant users? This week, Jason sits down with Cloudflare CEO Matthew Prince to explore how AI agents could fundamentally reshape the internet’s b...

9 Sep 1h 11min

Robinhood Is Proving Distribution Captures Crypto’s Value | Weekly Roundup

Can Robinhood turns the crypto trenches into a serious business? This week, we unpack Robinhood Chain’s explosive growth and what it could mean for tokenized markets, Ethereum, and traditional fina...

4 Sep 1h 9min

Beezie & Collector Crypt CEOs on Why Onchain Collectibles Are Exploding

Tokenized collectibles are one of the hottest markets right now, turning an antiquated resale market into a liquid, gamified form of commerce built around collectors. This week, Beezie and Collecto...

31 Aug 1h

Story vs Valuation, Hyperliquid TAM, Pump’s Problem & Ethena’s Token Reset

What matters more in today’s market: the numbers or the story investors believe? This week, we debate crypto’s rebound and why markets increasingly reward narrative, momentum, and massive future ou...

28 Aug 1h 3min

New SEC Crypto Proposal Could Finally Fix Tokens

Can new regulations finally fix the broken token market? This week, we debate whether the SEC’s new crypto framework meaningfully changes token design, capital formation, and investor protections. ...

20 Aug 55min