Gm and Happy Monday! This week, Dan Smith, a Lead Blockworks Researcher and Jonah Weinstein, a Portfolio Manager of SkyCatcher, join Jason to dive into the timely conversation about which metric is better/best to evaluate L1 tokens – REV or RSOV? Start your day with the Empire newsletter by Katherine Ross: https://blockworks.co/newsletter/empire?ut…

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 D…

On this week's RoundUp, Yano and Santi dive into the latest crypto market dynamics!Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Santi: https://x.com/santiagoroelFollow Jason: https://x.com/JasonYanowitz Follow Empire: ht…

Gm! This week we're joined by Tyler Evans & Josh Solesbury to discuss the Bitcoin treasury playbook. We deep dive into Michael's Saylor's Bitcoin strategy, NAV/premium, how to structure a treasury company, is this a BTC only strategy or do other assets work as well & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine …

Gm! Unfortunately no roundup this week as Yano & Santi are travelling. Instead we're bringing you this episode of Bell Curve with Tomasz Stańczak, Co-Executive Director at the Ethereum Foundation, to discuss Ethereum’s evolving culture, and product focus. We also dive into Ethereum’s DeFi and RWA dominance, scaling the L1, real-time proving breakth…

Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newslet…

Gm! This week we're back with another weekly roundup. We discuss the state of the market, what to own this cycle, has BTC dominance topped, why you need to pay attention to crypto M&A in 2025 & much more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsl…

This week, the Hivemind team discuss ETH's sudden outperformance and whether it's driven by genuine flows or just positioning, Solana's strength as the launchpad for "Internet Capital Markets," and the evolving narratives around RWA tokens, L1 rotation, and meme coin mania. They also touch on Celestia’s roadmap struggles, the logic behind tokenized…

Gm! This week we're joined by Christine Moy, Carlos Domingo & Tarun Chitra to discuss the launch of crypto largest onchain credit fund. We deep dive into what is private credit, the future of tokenization, onchain vs tradfi risk management, finding product market fit & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherin…

Gm! This week we're back with another weekly roundup. We discuss Coinbase's $3B acquisition of Deribit, Stripe's stablecoin launch, Ethereum's big pivot, will Meta launch a stablecoin & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?…

Gm! This week we're back with another weekly roundup live at Token2049. We deep dive into our biggest takeaways form the conference, Ethereum's next chapter, L1 valuations vs app development, the new era of crypto founders & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/jasonyanowitz Subscribe to Blockworks Da…

Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid), who is best positioned to win the exchange wars, the opportunity for DeFi & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscr…

This week, the Hivemind team discusses the crypto market rebound, Bitcoin’s outperformance, and whether the rally has more fuel for higher. They also explore Solana’s memecoin trading activity and DeFi growth, the Ethereum Foundations pivot, Hyperliquid’s strategy, and Galaxy Digital’s future Nasdaq uplisting. Enjoy! -- Start your day with crypto n…

Gm! This week we're joined by Samara Cohen to discuss BlackRock's crypto strategy in 2025. We deep dive into the success of the Bitcoin ETP launches, investor demand for crypto, why Samara is bullish on tokenization, how to bridge traditional assets onchain & much more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ros…

In this episode, Santi joins the Bell Curve podcast to discuss current crypto market sentiment, crypto valuation frameworks, and the evolving challenges of utilizing onchain data. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Mike: https://twitter.com/MikeIppolito_ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off…

Gm! This week we're joined by Edward Woodford to discuss the economics of stablecoins. We deep dive into Circle's S-1 filing, who will benefit the most from the stablecoin business model, how does Circle remain competitive, the end game for stablecoin issuers & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. …

In this episode, Santi joins the Bell Curve podcast to discuss how to solve crypto's core issues. We deep dive into market conditions, stablecoins, how long-term allocators are accumulating Bitcoin & more. Enjoy! -- Follow Santi: https://x.com/santiagoroel Follow Mike: https://twitter.com/MikeIppolito_ Follow Michael: https://twitter.com/im_manders…

This week, the Hivemind team discuss Bitcoin decoupling from traditional markets, how tariffs and deficits play into the bid for US assets, and Worldcoin tackling the AI-identity issue. We also dig into the best launchpad for crypto onboarding, stablecoin adoption, Bitcoin & gold in DeFi, and more. Enjoy!. -- Start your day with crypto news, analys…

Gm! This week we're joined by Felix Jauvin & Quinn Thompson from the Forward Guidance podcast to discuss where markets go next from here. After the market sold off in reaction to the Trump tariffs, we deep dive into the bull vs bear case in 2025, Trump's end game, building the perfect portfolio, Coinbase vs Robinhood, is Bitcoin really a safe haven…

Gm! This week we're back with another weekly roundup where we discuss how to position during a market crash. We deep dive into the Trump tariff dump, are altcoins cooked, the state of crypto venture, why Ripple's $1.25b acquisition is more important than you think & more. Enjoy! -- Subscribe to the Empire newsletter: https://blockworks.co/newslette…

Gm! This week we're joined by Gavin Wood to discuss has the promise of crypto failed? We deep dive into hype vs fundamentals, why crypto needs more utility, why haven't we seen mass adoption, how to fix crypto's product problem & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newslett…

This week, we discuss the shock Trump Tariffs that spooked markets. We deep dive into will tariffs lead to a recession, what's next for markets, should you buy the dip or look for shorts & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple: https://blckwrks.co/4aEt5u0 --…

This week, the Hivemind team discuss Trump’s tariffs and Liberation Day, the shifting global power dynamics, and whether the outlook for crypto has changed. We also dig into the right time for projects to launch tokens, Circle preparing to IPO, and more. Enjoy!. -- Start your day with crypto news, analysis and data from Katherine Ross and David Can…

Gm! This week we're joined by Charlie Noyes & Bam Azizi to discuss Meshs's $82M Series B raise. We deep dive into the Mesh origin story, how to unlock crypto payments, why the world needs stablecoins, crypto's multichain future & the biggest opportunity in 2025. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subsc…

Gm! This week we're back with another weekly roundup where we discuss our takeaways from DAS NY, Chat GPT's breakout moment, why everyone is so bullish stablecoins, the Binance vs Hyperliquid drama & more .Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/news…

Gm! This week Eric Peters joins the show live from DAS NY 2025 to discuss why institutions are bullish. We deep dive into the rise of fiscal dominance over the past few years, what institutions are interested in within crypto, does the four year cycle still exist, crypto's biggest opportunities in 2025 & more. Enjoy! -- Start your day with crypto n…

Gm! This week Stani Kulechov & Jack O'Holleran join the show to discuss what it takes to build in crypto. We deep dive into how to build a great project in web 3 vs web 2, building long term vs short term narratives, are tokens productive, advice for founders & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. …

Gm! This week we're back with another weekly roundup where we discuss our takeaways from DAS New York 2025. We deep dive into the growth of stablecoins & RWAs, what the institutions are focusing on, the future of crypto exchanges, who is best positioned going into 2025 & much more. Enjoy! -- Start your day with crypto news, analysis and data from K…

This week, the Hivemind team discuss the macro uncertainty impacting markets, the future of meme coins, and a deep dive into Hyperliquid and its valuation. We also dig into the bull case of Celestia, Ethena’s new L1, the new era of programming, and more. Enjoy!. -- Start your day with crypto news, analysis and data from Katherine Ross and David Can…

By Blockworks

Gm! This week we're back with another weekly roundup. We discuss why are markets so bearish as both TradFi & crypto continue grinding lower. We deep dive into why this cycle is so different, MGX's $2 billion investment in Binance, how to value protocols, the state of VC in crypto & more. Enjoy! -- Start your day with crypto news, analysis and data …

Gm! This week we're joined by Anthony Pompliano to discuss the current state of markets, the economy & politics. We deep dive into the rise of populism, why tariffs are not actually inflationary, how to build a great business, advice for founders & much more. Enjoy! -- Follow Pomp: https://x.com/APompliano Follow Jason: https://twitter.com/JasonYan…

Gm! This week we're back with another weekly roundup. We discuss why the markets look bearish short term, but bullish in the long run, does the U.S need a strategic crypto reserve, Sui's announcement with World Liberty Financial, the Ethereum foundation's Silviculture Society strategy & more. Enjoy! -- Start your day with crypto news, analysis and …

Gm! This week we're joined by David Kalk & Pranav Kanade to discuss the current state of crypto markets. We deep dive into the unwinding of the basis trade, what's next for BTC & alt's, the psychology of trading, market reflexivity, is the cycle over & much more. Enjoy! -- Follow David: https://www.linkedin.com/in/davidkalk/ Follow Pranav: https://…

This week, the Hivemind team discuss the effect of crypto scams and grifting on sentiment, whether the Trump Admin is actually better for crypto, and the key macro factors driving markets. We also delve into ETH Denver, what assets the team is bidding, and much more. Enjoy!. -- Start your day with crypto news, analysis and data from Katherine Ross …

Gm! This week we're back with another roundup. We discuss the current state of the market as sentiment follows price lower. We deep dive into is it time to be bullish or is the cycle over, do fundamentals in crypto matter, the Michael Saylor impact, the Bybit hack aftermath, stablecoin regulation & much more. Enjoy! -- Start your day with crypto ne…

This week Nick Tomaino joins the show for a discussion on the current state of crypto. We deep dive into the recent LIBRA launch, investing in L1s vs apps, the rise of stablecoins, finding opportunities in crypto, advice for founders & more. Enjoy! -- Follow Nick Tomaino: https://twitter.com/NTmoney Follow Jason: https://twitter.com/JasonYanowitz F…

No weekly Empire roundup this week unfortunately, but we'll be back next week! In the meantime, enjoy this episode from another Blockworks podcast Expansion. In this week's roundup, we discuss crypto’s momentum shift, Ethereum DA, and Kaito’s token launch. We also unpacked the implications of centralized companies operating onchain. Finally, we end…

Gm! This week we're joined by David Bailey for a discussion on the current state of the Bitcoin market. We deep dive into David's background building one of the largest Bitcoin media & events companies in the world, working with the Trump campaign, the 2025 corporate Bitcoin strategy, the outlook for a strategic reserve & so much more. Enjoy! -- St…

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 D…

Gm! This week we're back with another roundup. We discuss Santi's big announcement as he prepares to launch an L1. We deep dive into the strategic decision to launch your own chain, value capture as an L1, crypto's biggest opportunity, why the future will be on chain & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherin…

This week, we discuss the current state of the market as sentiment nears all time lows. We deep dive into the outlook for Bitcoin & alt's, what will outperform in this market environment, the AI trade, Trump's headline impact on markets & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrk…

Gm! This week Avery Ching joins the show to discuss the Aptos 2.0 roadmap. We deep dive into the current vs end state of crypto, building a high performance L1, the rise of AI, misconceptions about Aptos & more. Enjoy! -- Follow Avery: https://x.com/AveryChing Follow Jason: https://twitter.com/JasonYanowitz Follow Empire: https://twitter.com/theemp…

Gm! This week we're back with another roundup. We discuss the current state of the market, where are we in the cycle, altcoin unlocks, crypto venture & what are the most exciting projects in 2025 & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://b…

This week, we discuss crypto's liquidation event over the weekend and how to trade the upcoming week. We deep dive into the weak performance of altcoins, Bitcoin's role in a multipolar world, shorting in this market environment & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WAD…

In today's episode Alex Dolesky, founder of Uranium Digital, explains why a commodity powering 10% of global electricity still trades through phone calls and decade-long contracts. After discovering he couldn't express a bullish view on uranium like other commodities, Alex set out to build the first institutional-grade spot market on Solana, bringi…

On this week's Empire roundup, Jason and Santi kick off by diving into DeepSeek's market impact and NVIDIA's historic selloff. They then explore Powell's comments on banks serving crypto customers and break down why tech founders – from Vine to Venmo – are suddenly rushing to launch tokens as their go-to-market strategy. Plus: Santi shares his port…

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 m…

This week, we discuss the fallout after the announcement of DeepSeek. We deep dive into the difference between fundamental vs technical sell offs, are altcoins cooked this cycle, Ethereum in 2025, the collapse of memes & more. Enjoy! -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://blckwrks.co/3WADHnL Apple…

In today's episode Charles Cascarilla from Paxos and Nathan McCauley from Anchorage reveal why today's stablecoin giants keep billions in yield that could be flowing to users. They unpack USDG's approach through the Global Dollar Network, exploring why major companies might choose collaboration over competition. The conversation spans Tether's surp…