LIVE Hivemind: Crypto Treasury Companies, Sui Hack & Solana’s New Consensus
Empire31 Mai 2025

LIVE Hivemind: Crypto Treasury Companies, Sui Hack & Solana’s New Consensus

This week, the Hivemind team discuss MicroStrategy & the boom in crypto treasury plays, stabelcoins & the launch of Plasma, and the Sui hack’s implications for security vs centralization. We also dig into Solana's new consensus model, quantum computing, and more. Enjoy! -- 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 Duncan: https://x.com/FloodCapital 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 -- Join us at Permissionless IV June 24th - 26th. Use code EMPIRE10 for 10% OFF! https://blockworks.co/event/permissionless-iv Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Believe Screener: https://www.believescreener.com/ -- Timestamps: (0:00) Introduction (2:27) MSTR & Crypto Treasury Companies (20:08) Stablecoins & Plasma Launch (36:36) Sui Hack & Security vs Centralization (54:52) Solana’s New Consensus (1:00:23) Hyperliquid (1:05:00) Quantum Computing Threat (1:07:25) Final Thoughts -- 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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Episoder(626)

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

Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market

Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market

This week, the Hivemind team breaks down the continued sell-off in markets, from crypto to software. We deep-dive into the historical L1 premium, the endgame for Hyperliquid, Bitcoin's quantum threat,...

5 Feb 55min

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

Populært innen Business og økonomi

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