Blockworks

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1日前

What ETF Flows Are Telling Us About Investor Appetite | James Seyffart

Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto’s speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy! __ Follow James: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (03:25) What Happened To Crypto? (06:18) The Basis Trade (08:12) The Evolving ETF Landscape (12:48) Onboarding Institutions & Tokenization (17:47) Global Access To ETFs (20:09) Top Holders & Sellers And AI Competition (25:35) Ads (Coinbase) (26:28) Levered & Covered Call ETFs (31:00) Index Inclusions & Rebalancing (35:00) Massive Dispersion & ETF Rotations (41:07) Private Credit & Equity (45:30) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

1日前

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46 分鐘
5日前

Capital Is Leaving Big Tech For Gold And Energy | Weekly Roundup

This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (01:42) Inaugural TG Macro Conference (08:27) Demographics, Debt & Hard Lessons (12:18) Oil, Commodities, Miners (18:54) Gold, Energy & Commodity Cycles (24:21) Rates, Bonds & Global Markets (26:28) Ads (Coinbase) (27:21) Warsh, Yields, Bull Markets (33:09) Market Psychology & Bull Case For America (41:08) Final Thoughts — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

5日前

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44 分鐘
2日前

Fintech Might Absorb Crypto | The Breakdown

With no clear external enemy left, crypto may be facing its next antagonist: fintech. This episode explores whether crypto is winning — or being domesticated. Plus, a conversation with Nick Almond. 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. – Follow Blockworks Research: https://x.com/blockworksres Follow Nick: https://x.com/DrNickA Follow David: https://x.com/dcanellis — Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ —-- Timestamps: 00:00 Intro (01:42) The Birth of TradFintech (05:04) Make Way, Crypto Natives (08:55) Rising Tides (10:40) DAS Promo (11:30) Interview with Nick Almond - - Disclaimer: Nothing said on The Breakdown 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. Host and guests may hold positions in the companies, funds, or projects discussed.

2日前

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24 分鐘
3日前

Zero Just Made Blockchains 100x Better | Bryan Pellegrino & Raz Zarick

This week, Bryan Pellegrino and Raz Zarick from LayerZero join the show to discuss Zero, the 100x breakthrough in blockchain architecture. We deep dive into the Zero origin story, the roadmap for 2026, LayerZero's ultimate vision, how to build a moat in crypto, hiring top talent and more. Enjoy! -- Follow Bryan: https://x.com/PrimordialAA Follow Raz: https://x.com/ryanzarick Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- 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 (00:53) The Zero Origin Story (13:55) Zero's 100x Breakthrough (22:10) Achieving 2 Million TPS (32:29) Coinbase Ad (33:14) DAS Plug (33:40) How To Build A Moat In Crypto? (48:05) LayerZero’s Ultimate Vision (57:37) The Impact of AI (01:06:25) Zero’s Roadmap In 2026 -- 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.

3日前

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1 小時 39 分鐘
2日前

Funding Abundance: Aave’s Vision for DeFi and Real-World Assets | Stani Kulechov

This week, we’re joined by Stani Kulechov, Founder of Aave Labs, to discuss the “Funding Abundance” thesis, highlighting DeFi’s capital efficiency, institutional adoption, and expansion into RWAs. We also dive into Aave V4’s modular hub-and-spoke architecture, the Aave app strategy, revenue realignment via “Aave Will Win,” RWA looping, and evolving net interest margins. Thanks for tuning in! Resources Funding Abundance: https://x.com/StaniKulechov/status/2023079479493452013?s=20 — The Canton Network is the only public, permissionless blockchain built for institutional finance— combining privacy, compliance, and scalability. It enables real-time, secure synchronization and settlement across asset classes on a shared, interoperable infrastructure. It’s the link between the promise of blockchain and the power of global finance, making finance flow as it should. Learn more about the Canton Network here: https://www.canton.network/?utm_source=podcast&utm_medium=shownotes&utm_campaign=cantonprivacy&utm_id=blockworks -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code BELL200 to get $200 off your ticket! See you there! Tickets: https://blockworks.co/event/digital-asset-summit-nyc-2026 – Follow Aave: https://x.com/Aave Follow Stani: https://x.com/StaniKulechov Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (04:20) Funding Abundance & the State of DeFi (19:23) Canton Ad (20:02) The Aave App (39:17) Canton Ad (39:54 )New Phases of Growth (44:46) The Impact of RWAs (52:26) Net Interest Margin (56:08) Closing Comments —-- Disclaimer: Nothing said on Bell Curve 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. Mike, Xavier, Myles, and our guests may hold positions in the companies, funds, or projects discussed.

2日前

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57 分鐘
6日前

Inside Dragonfly’s $650M Raise | Weekly Roundup

This week, we're back with another weekly roundup where Rob walks us through Dragonfly's most recent $650M raise. We deep dive into the state of crypto VC, what allocators look for when deploying into crypto, whether tokens are investable in 2026, if Base will launch a token, and 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 -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestamps: (00:00) Introduction (00:47) Inside Dragonfly’s $650M Raise (10:57) The State of Crypto VC (30:19) Coinbase Ad (31:03) DAS Plug (31:28) Are Tokens Investable? (40:54) Will Base Launch A Token? (45:23) Hyperliquid’s Policy Center (48:55) 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日前

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54 分鐘
2日前

The 2028 Global Intelligence Crisis: Will AI Lead To A Market Crash?

This week, we break down the recent Citrini piece that spooked markets. We deep dive into the job destruction AI could cause, whether AI could become so successful that it actually triggers a market crash, how to position yourself to trade the AI opportunity and much more. Enjoy! -- THE 2028 GLOBAL INTELLIGENCE CRISIS: https://www.citriniresearch.com/p/2028gic -- Go follow the new 1000x feed to keep up to date with all new episodes! Spotify: https://bit.ly/4676Sob Apple: https://bit.ly/4etlBMd -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod. Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code 1000X200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (02:10) Citrini’s 2028 Global Intelligence Crisis (23:45) The Bull Case For AI & The Economy (35:54) AI Trading Opportunities (54:30) How To Survive AI Disruption -- Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

2日前

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58 分鐘
2月13日

Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup

This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/19aYbTDngy8hRXMYUNNxZId3oM8AsfBjv/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 05:28 Main Street Re-Accelerating? 12:23 Ads (Grayscale) 13:04 AI CapEx Is Breaking Correlations (RIP Passive?) 19:55 Exploding Dispersion & Capital Rotation Plays 23:32 Retail vs Hedge Funds: Who’s Crowded? 32:08 Ads (Grayscale, Coinbase) 33:43 Crowded Trades & Atoms vs Bits 39:50 AI Bottlenecks & Real Asset Rotation 50:02 Bitcoin, Crypto & Risk Appetite Check — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

2月13日

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1 小時
2月12日

Crypto Can’t Accept That It’s a Subculture | The Breakdown | Full Interview

Paul Dylan-Ennis joins David Canellis to discuss decentralization theater, public goods, and the growing tension between crypto’s ideological roots and market-driven reality. – Follow Blockworks Research: https://x.com/blockworksres Follow Paul: https://x.com/post_polar_ Follow David: https://x.com/dcanellis — Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ —-- Timestamps: (02:04) Token Economy and WEF Essay Comparison (08:15) The Gap Between Usage and Price (17:45) Public Goods and Market Incentives (26:57) Future of Crypto and Final Thoughts - - Disclaimer: Nothing said on The Breakdown 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. Host and guests may hold positions in the companies, funds, or projects discussed.

2月12日

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36 分鐘
2月19日

Crypto Can Build The Agent Economy | The Breakdown

Daniel Shapiro joins to break down why AI and crypto may be destined to converge — from agent payments and identity to privacy, data markets, and the next big investable primitive. Thanks for tuning in! 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. – Follow Blockworks Research: https://x.com/blockworksres Follow Daniel: https://x.com/_dshap Follow David: https://x.com/dcanellis — Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ —-- Timestamps: (00:00) Introduction (04:17) Can AI Be Crypto’s Lifeline? (02:43) AI-Native Payments (06:35) Agents as the New Target Customer (10:54) Agent Trading and Security Concerns (13:00) Consumer vs Enterprise (16:14) DAS Promo (17:03) Will Crypto and AI Merge? (21:40) Tokens in the AI x Crypto Stack - - Disclaimer: Nothing said on The Breakdown 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. Host and guests may hold positions in the companies, funds, or projects discussed.

2月19日

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28 分鐘

Blockworks is a data and software platform for crypto markets. It offers investor relations software, a data API, and a market research platform to its users that span across crypto-native startups and traditional institutions. The company’s focus on consistent data models and repeatable analytical frameworks enables it to be the operating system for the next generation of financial markets.