Blockworks

•

Canal • 8 programas

Inversión

Inversión

Semanal
Inversión

Inversión

Semanal
Inversión

Inversión

Bisemanal
Noticias tecnológicas

Noticias tecnológicas

Semanal
Inversión

Inversión

Semanal
Inversión

Inversión

Semanal
Inversión

Inversión

Semanal

HACE 6 D

Central Bank Control Is Breaking | Weekly Roundup

Markets may be entering a volatile new regime where inflation, geopolitics, and policy fragmentation collide, challenging the stability investors have relied on for decades. This week, we break down the latest Fed meeting and what it signals about shifting power from central banks toward fiscal and political forces shaping markets. We also explore rising inflation pressures, fiscal dominance, oil shocks, Japan’s growing instability, and why traditional macro playbooks may no longer apply. Enjoy! TIMESTAMPS: 00:00 Intro 03:08 Fed Dissents And Warsh 08:45 No Cuts Without Crisis 11:04 End Of The Powell Era 14:03 Ads (Fidelity Crypto) 15:01 Global Yields Break Higher 17:23 Inflationary Growth Regime 20:11 Oil Shock Hits Markets 23:25 Export Ban Risk 28:26 Late Cycle Boom 36:34 Japan’s Breaking Point 48:24 Carry Trade Lose Lose 53:08 The Yield Smile 57:05 Inflation Wave Baked In 01:00:25 Hard Assets Win FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1pKJPVYyMItlwJcDPJiD2ST19OzeojYPB/view?usp=sharing SPONSORS › FIDELITY CRYPTO This episode is brought to you by Fidelity Crypto. Learn more at Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. https://www.fidelity.com/crypto/trading DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

hace 6 d

•

1 h 3 min
22 ABR

Markets Are Misreading A Late Cycle Liquidity Crunch | Michael Howell

Liquidity may be sending a very different signal than most investors think, challenging the dominant narrative around growth, rates, and risk. We sit down with Michael Howell of CrossBorder Capital, a leading voice on global liquidity, to unpack where we are in the cycle and why his framework diverges from consensus views on markets and the economy. We explore the liquidity vs. business cycle divide, yield curve dynamics, Treasury-driven liquidity, rising commodities, and why all signals may be pointing toward a late-cycle shift. Enjoy! TIMESTAMPS: 00:00 Intro 02:31 Global Liquidity Turning Lower 06:24 Liquidity Cycle vs Economy 11:29 Recession Fears vs Data 17:28 Treasury Stimulus and Buybacks 23:40 Why Bond Volatility Matters 31:56 Warsh and the Next Regime 39:29 What Interest Rates Really Mean 47:13 Positioning for Turbulence 58:08 Where to Follow Michael FOLLOW MICHAEL › X/Twitter – https://x.com/crossbordercap › Substack – https://capitalwars.substack.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

22 abr

•

59 min
HACE 23 H

Passive Easing Is Fueling The Next Inflation Wave | Danny Dayan

Inflation may be reaccelerating just as policymakers are mistaking inaction for restraint. Danny Dayan joins the show to explain why passive easing, loose financial conditions, and supply shocks could leave the Fed behind the curve again. We discuss inflation, oil, labor supply, neutral rates, risk assets, the dollar, commodities, and why the melt-up may continue. Enjoy! TIMESTAMPS: 00:00 Intro 02:53 Why Is Growth So Strong? 07:31 How Forward Guidance Drives Policy 11:53 Ads (Fidelity Crypto) 12:45 Why Oil Hasn’t Broken Growth 19:02 Why Inflation Won’t Die 21:52 What Warsh Changes At The Fed 29:54 Ads (Fidelity Crypto) 30:38 Why The Fed Is Always Late 36:45 The Fed’s Neutral Rate Mistake 43:05 The Melt-Up Trade Setup 48:57 Where To Find Danny FOLLOW DANNY DAYAN › X/Twitter – https://x.com/DannyDayan5 › Substack – https://dannydayan.substack.com/ FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks SPONSORS › FIDELITY CRYPTO This episode is brought to you by Fidelity Crypto. Learn more at Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. https://www.fidelity.com/crypto/trading DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

hace 23 h

•

50 min
6 MAR

State of The Market, Polymarket Insider Trading & a16z Raising $2B | Weekly Roundup

This week, we're back with another weekly roundup where we discuss the current state of markets as Bitcoin holds steady around $70k. We then deep dive into how to unlock 24/7 markets, insider trading on prediction markets, recent VC fundraises & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (03:20) State of The Market (08:05) How To Unlock 24/7 Markets (18:54) DAS Plug (19:20) Insider Trading On Prediction Markets (52:58) OKX Raises At a $25B Valuation (55:34) a16z & Paradigm Raising $3.5B (01:09:33) Will Crypto Prices Recover? (01:13:16) Content of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.

6 mar

•

1 h 21 min
24 ABR

The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long. This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-industrialization and what’s actually driving resilience in the economy. We also explore AI-driven capex as the true growth engine, labor and credit dynamics, geopolitical pressures, dollar dominance, and the growing tension between asset inflation and societal change. Enjoy! TIMESTAMPS: 00:00 Intro 04:49 Kevin Warsh Hearing 13:11 Oil Shock Meets Strong Data 16:51 Ads (Fidelity Crypto) 17:15 AI Capex Boom 24:02 Data Centers Remake Economy 33:25 Ads (Fidelity Crypto) 34:12 Church Beats OnlyFans 47:04 Dollar Dominance Surges 51:47 Dollar Wrecking Ball 57:58 ESG Trade Dies FOLLOW THE SHOW › Forward Guidance – https://x.com/ForwardGuidance › Felix – https://x.com/fejau_inc › Quinn – https://x.com/qthomp › Tyler – https://x.com/Tyler_Neville › Telegram – https://t.me/+CAoZQpC-i6BjYTEx › Blockworks – https://x.com/Blockworks RESOURCES › Weekly Roundup Charts – https://drive.google.com/file/d/1vCQT4biQJI-d10B0-OuD7MxJlq-kW9tl/view?usp=sharing SPONSORS › FIDELITY CRYPTO This episode is brought to you by Fidelity Crypto. Learn more at Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. https://www.fidelity.com/crypto/trading DISCLAIMER Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

24 abr

•

1 h 4 min
HACE 2 D

Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail | The Breakdown

David runs through three Monday morning stories: the viral Clavicular clip with Polymarket’s CMO, the CLARITY Act’s compromise on stablecoin yield, and MegaETH’s adoption numbers a week into its points campaign. TIMESTAMPS: (00:00) Intro (01:06) Clavicular and Polymarket CMO (09:20) Nexo Ad (09:57) CLARITY Act Update (15:03) Nexo Ad (15:54) MegaETH Performance FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

hace 2 d

•

25 min
HACE 2 D

How KelpDAO's $290M Exploit Nearly Killed DeFi | Stani Kulechov & Mike Silagadze

This week, Stani Kulechov & Mike Silagadze join the show to discuss the aftermath of the KelpDAO exploit. We deep dive into why this hack could have potentially killed DeFi, launching the DeFi United fund, how to mitigate against future hacks, why DeFi tokens are uninvestable and more .Enjoy! -- Follow Stani: https://x.com/StaniKulechov Follow Mike: https://x.com/MikeSilagadze Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod -- This episode is brought to you by Fidelity Crypto. Learn more at https://Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. -- Timestamps: (00:00) Introduction (04:08) How The KelpDAO Exploit Could Have Killed DeFi (14:13) Fidelity Crypto Ad (14:48) Launching DeFi United (30:12) Fidelity Crypto Ad (30:52) The Future of Aave & EtherFi (39:00) DeFi’s Speculative Premium (43:00) How To Prevent DeFi Hacks? (53:00) Why DeFi Tokens Are Uninvestable -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.

hace 2 d

•

59 min
HACE 17 H

Coinbase's AI Layoffs, a16z's $2.2B Fund, and Strategy's $12.5B Loss | The Breakdown

David covers three Wednesday stories: Coinbase laying off 14% of staff, a16z Crypto raising $2.2 billion, and Strategy losing $12.5 billion as CEO Phong Le floats selling bitcoin. We also unpack the AI-first layoff narrative, the potential return of the infra supercycle ($6B+ raised across crypto VCs in 2026), and why a Cambrian explosion of DATs and ETFs might absorb whatever Saylor has to offload. Enjoy! -- TIMESTAMPS: (00:00) Intro (01:17) Coinbase Layoffs (07:15) Nexo Ad (07:50) Coinbase Layoffs (Cont.) (10:30) a16z Crypto Fund 5 (15:17) Nexo Ad (16:09) a16z Crypto Fund 5 (Cont.) (22:30) Strategy Losses FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

hace 17 h

•

32 min
27 ABR

A Quantum Fork is Coming to Bitcoin | Alex Pruden & Philip Martin

This week, Alex Pruden & Philip Martin join the show to discuss Bitcoin's rising quantum threat. We deep dive into what is the risk from quantum, what to do with Satoshi's coins, will we see a Bitcoin fork, how does DeFi mitigate hacks, how to protect your privacy and more. Enjoy! -- Follow Alex: https://x.com/apruden08 Follow Philip: https://x.com/SecurityGuyPhil Follow Santi: https://x.com/santiagoroel Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod -- This episode is brought to you by Fidelity Crypto. Learn more at https://Fidelity.com/crypto Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto. Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC. -- ZKsync is the Bank Stack of Ethereum. It is a network of chains secured by cryptography, not validators. Its cutting-edge ZK innovation enables the privacy, performance and connectivity that businesses need to thrive in the digital assets economy. To find out more visit: https://www.zksync.io/ -- Timestamps: (00:00) Introduction (01:02) The Quantum Computing Risk (08:50) Bitcoin’s Quantum Risk (12:20) Fidelity Crypto Ad (12:55) What To Do With Satoshi’s Coins? (35:12) Fidelity Crypto Ad (35:52) The Biggest Threat to Bitcoin (38:35) How Does DeFi Mitigate Hacks? (46:27) Are Stablecoins At Risk To Quantum? (50:15) ZKsync Ad (50:49) How To Secure Your Privacy (54:57) What's The Timeline For Quantum? -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.

27 abr

•

1 h 5 min
28 ABR

How Crypto Is Fighting Back Against North Korea | The Breakdown

North Korea has had IT workers embedded in DeFi protocols since DeFi Summer — and they’re pretty good devs. Nick Bax, blockchain investigator and SEAL 911 incident responder, joins us to break down how crypto crime has evolved from SIM swaps to nation-state social engineering. We unpack the Monero inflation bug, Arbitrum’s 9/12 multisig gold standard, how DPRK workers now use facilitators to rent real identities, and what it actually takes to break into onchain investigation. Enjoy! TIMESTAMPS: (00:00) Introduction (02:01) DeFi is Under Attack (03:11) Contagion Onchain (04:40) Nexo Ad (05:16) Nick Bax Interview (06:40) Incident Response Triage (08:43) Preemptive Due Diligence (10:20) From SIM Swaps To Remote Access (13:45) Multisig Best Practices (14:37) AI Speeds Up Attacks (15:36) Nexo Ad (17:14) Decentralization Tradeoffs (19:17) Monero Bug Hard Fork (20:05) Trusting Multisig Guardians (21:05) Two Of Five Risks (22:00) DeFi Decentralization Debate (23:41) Proactive Threat Hunting (25:25) DPRK Worker Red Flags (27:32) Security Teams And Intel (30:21) Thorchain And Laundering (33:26) Whack A Mole Reality (35:31) Becoming Onchain Investigator (37:06) Closing Thoughts FOLLOW GUEST › Nick Bax — https://x.com/bax1337 FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

28 abr

•

38 min

Blockworks connects investors and businesses in onchain capital markets. We give businesses a platform to earn trust and provide investors with the data and information they need to underwrite the asset class.