Where Are We In The Cycle, ETHs Outperformance & The Perpification of Markets
Empire21 Aug 2025

Where Are We In The Cycle, ETHs Outperformance & The Perpification of Markets

This week, we're joined by Kaledora Fontana Kiernan-Linn to discuss the perpification of markets. We deep dive into where are we in the cycle, ETHs outperformance, how to compete with tradfi, what the tokenization of equities actually means & 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 Kaledora: https://x.com/kaledora Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: ⁠https://x.com/ZeMariaMacedo Follow Yan: ⁠https://x.com/YanLiberman 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 (1:50) Where Are We In The Cycle? (10:45) Who Is Actually Buying DATs? (18:44) What Is The Ethereum Thesis? (22:01) Trading TradFi Onchain (29:46) Perp Funding On Ostium (35:02) Crypto Exchanges Business Model (39:09) How Can Crypto Compete With TradFi? (56:16) Tokenizing Equities (1:07:07) ETH Needs To Perform For An Alt Season -- 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(638)

Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup

Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup

This week, we're back to discuss the top stories of the week. We deep dive into Klarna's stablecoin launch, the state of crypto VC, Hyperliquid's launch of equity perps & more. Enjoy! -- Follow Jas...

28 Nov 20251h 30min

How to Trade Crypto Cycles with Raoul Pal

How to Trade Crypto Cycles with Raoul Pal

This week, Raoul Pal joins the show to discuss the current state of markets. As crypto & equities face their first significant sell off since the April lows, we deep dive into what's next for markets....

24 Nov 20251h 3min

Market Sell Off, State of Crypto VC & Why Your Coin Isn't Pumping | Weekly Roundup

Market Sell Off, State of Crypto VC & Why Your Coin Isn't Pumping | Weekly Roundup

This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the recent panic in markets, Santi's piece on crypto valuations, the state of crypto venture, Aave's app launc...

21 Nov 20251h 5min

Hivemind: Can Crypto Bounce, Monad's ICO & The Perp Opportunity

Hivemind: Can Crypto Bounce, Monad's ICO & The Perp Opportunity

This week, the Hivemind team breaks down the recent market price action as BTC struggles to regain $95k. We then deep dive into why is Zcash ripping, the 10/10 leverage hangover, the perps opportunity...

20 Nov 202556min

Quadrillions: You’re Already Late | Mike Belshe, Justin Peterson & Eric Saraniecki

Quadrillions: You’re Already Late | Mike Belshe, Justin Peterson & Eric Saraniecki

In this episode, we cover institutional crypto adoption, stablecoins’ interplay with treasuries and 24/7 repo financing on Canton, the risks associated with wrapped assets and stablecoin fragmentation...

19 Nov 202556min

Bitcoin Breaks $95k, Crypto’s Valuation Problem & The Path To Real Onchain Users

Bitcoin Breaks $95k, Crypto’s Valuation Problem & The Path To Real Onchain Users

This week, Santi joined Jonah & Avi on the 1000x podcast to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and clearer cash-flow...

18 Nov 20251h 7min

State of The Market, Monad's ICO & The Stablecoin Gold Rush | Weekly Roundup

State of The Market, Monad's ICO & The Stablecoin Gold Rush | Weekly Roundup

This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the current state of markets, why Coinbase called off their BVNK acquisition, Uniswap's fee switch proposal, M...

14 Nov 20251h 20min

Phantom CEO: The Next Chapter For Phantom | Brandon Millman & Donnie Dinch

Phantom CEO: The Next Chapter For Phantom | Brandon Millman & Donnie Dinch

This week Brandon Millman & Donnie Dinch join the show to discuss the past, present & future of Phantom. We deep dive into why did Brandon originally build Phantom, recent M&A activity, building perps...

10 Nov 20251h 25min

Populært innen Business og økonomi

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