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5 h lalu

What’s Circle’s End Game, Robinhood Launches A Chain & Venice Raises $65M

This week, we’re back with another weekly roundup to discuss the announcement of OUSD and what it means for the future of Circle. We then deep dive into Robinhood’s recent product launches, Venice’s $65M raise, crypto’s continued discussion around tokens vs. equity, and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Empire: https://x.com/theempirepod -- Robots will soon outnumber humans onchain. peaqOS turns them into a new trusted liquid asset class, with yield tied to real-world workloads. It gives robots all they need to do business on any chain — and lets humans earn from automation. Explore the Machine Economy: https://peaq.xyz -- Timestamps: (00:00) Introduction (02:52) Did Saylor End Strategy’s Sell Off? (10:15) The Launch of OpenUSD (17:49) Should Everyone Launch A Stablecoin? (32:42) peaq Ad (33:28) Cloudflare's Monetization Gateway (38:35) Robinhood Launches A Chain (56:00) Venice Raises $65M & Crypto’s Token vs Equity Problem (01:16:14) 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.

5 h lalu

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1j 18m
6 h lalu

The Next Battle for Crypto Trading

Gm! In today's episode, we discuss Strategy's Bitcoin treasury approach, whether crypto markets can decouple from Bitcoin, slowing momentum in tokenized stocks, listing strategies for onchain equities, the battle between Solana, Hyperliquid, and centralized exchanges, and whether renewed meme coin activity signals a broader revival in Solana trading. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Toma: https://x.com/toma_adv Follow Joe: https://x.com/j0e_cooks Follow Sam: https://x.com/minnus Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:43) Strategy’s Bitcoin Dilemma (6:51) Can Crypto Decouple From Bitcoin? (10:54) Tokenized Stocks Cool Off (18:03) Solana Spot vs Hyperliquid Perps (24:26) Coinbase, Binance, and Onchain Rails (34:49) Meme Coins Return? (43:09) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

6 h lalu

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45 mnt
5 h lalu

Why Crypto Changed Forever | Roundup

This week, Mippo, Myles, and Xavier sat down to discuss how crypto has changed over the past five years: regulatory clarity opening US markets, players moving up and down the stack, industry consolidation, defensibility challenges for startups, stablecoin chains, base layer neutrality, and what "winning" means through tokenized equity and earlier-stage access. Thanks for tuning in! – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://bit.ly/4exDM4U —- Timestamps (00:00) Introduction (03:03) What’s Changed For Crypto? (06:54) Moving Up & Down the Stack (11:00) US Opens the Floodgates (14:50) Defensibility Is Everything (25:21) Do Stablecoin Chains Work? (37:32) Will L1s Win Long Term? (45:16) Can Crypto Still Win? —-- 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.

5 h lalu

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59 mnt
27 Jun

State of The Market, The Prediction Market Wars & Kraken Pursues Aave

This week, we’re back with another weekly roundup to discuss the current state of markets as worries around Strategy drag crypto lower. We then deep dive into the competition in prediction markets, the state of crypto venture, Kraken’s pursuit of a stake in Aave, Fomo’s $75M raise, and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Rob: https://x.com/HadickM Follow Empire: https://x.com/theempirepod -- Robots will soon outnumber humans onchain. peaqOS turns them into a new trusted liquid asset class, with yield tied to real-world workloads. It gives robots all they need to do business on any chain — and lets humans earn from automation. Explore the Machine Economy: https://peaq.xyz -- Timestamps: (00:00) Introduction (02:33) State of The Market (07:01) State of Crypto Venture (21:57) peaq Ad (22:43) The Prediction Market Wars (38:07) Kraken Pursuing 15% Stake in Aave (48:18) Fomo Raises $75M at $550M Valuation (50:35) 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.

27 Jun

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54 mnt
26 Jun

Is The Fed Panic Already Fading? | Weekly Roundup

The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve. This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is reshaping markets, and where capital is rotating next. We also discuss peak inflation, hyperscaler capex, market dispersion, active management, and why new leaders could replace the old winners. Enjoy! TIMESTAMPS: 00:00 Intro 01:16 FIFA World Cup 04:24 Peak Hawkishness Fading 09:53 Oil, Gasoline, And Disinflation 12:28 Why Inflation Stays Sticky 14:22 Monetary Policy vs AI CapEx 19:43 Warsh: Balance Sheet & Rates 25:22 Hyperscalers Hit The CapEx Wall 29:38 Passive Investing Cracking? 33:37 Market Leadership Rotating 42:07 The Productive Capital Cycle? 44:24 MicroStrategy Hits Reality 50:09 Bitcoin, AI, And Power 55:26 Do Things IRL 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/1cLd9ck8EM77hJz9ZlnB_5VKd8ai1Sb2d/view?usp=sharing EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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.

26 Jun

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1 jam
29 Jun

How To Trade The New Warsh Fed | Bob Sheehan

Markets may be entering a fundamentally different monetary regime under Kevin Warsh. This week, Bob Sheehan of Lighthouse Macro joins to explain why the Fed's evolving framework could reshape how investors interpret policy, economic data, and market pricing. We discuss the end of the Fed put, rising rate volatility, Treasury curve dynamics, fiscal pressures, and why data-driven macro matters more than ever. Enjoy! TIMESTAMPS: 00:00 Intro 02:04 Bob's Macro Background 09:21 Data-Driven Macro 13:13 The Fed Put Is Dead 16:46 Less Guidance, More Volatility 21:13 Why Data Matters Even More 25:35 The Two Trades In Rates 33:16 Balance Sheet Games 37:42 The Fiscal Doom Loop 43:32 Final Thoughts FOLLOW BOB › X/Twitter – https://x.com/LHMacro › Research – https://lighthousemacro.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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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.

29 Jun

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45 mnt
17 Jun

The Warsh Fed Will Look Nothing Like Before | Joseph Wang

A new Fed chair has arrived, and the implications could be far bigger than a single rate decision. Joseph Wang, former Fed trader and creator of Fed Guy, joins Forward Guidance immediately after Kevin Warsh’s first FOMC meeting to unpack what may be the beginning of a fundamental transformation of the Federal Reserve. We discuss Warsh’s hawkish debut, the end of the forward guidance era, sweeping Fed task forces, potential changes to the inflation framework, AI and productivity, and why all of this could point to a meaningful repricing of risk assets. Enjoy! TIMESTAMPS: 00:00 Intro 02:22 Warsh Kills Forward Guidance 05:57 Markets Price The Warsh Fed 11:19 The New Fed Task Forces 17:10 Impact On Rate Volatility 19:12 Warsh’s Balance Sheet Fight 23:13 Rethinking Fed Data 27:46 Weighing AI Productivity 31:52 Rethinking Inflation Target 36:17 Warsh’s Hawkish Market Signal FOLLOW JOSEPH › X/Twitter – https://x.com/josephwang › Website – https://fedguy.com/ › YouTube – https://www.youtube.com/@Fedguy12 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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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.

17 Jun

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40 mnt
19 Jun

A New Era Is Beginning In Markets | Weekly Roundup

A new era at the Federal Reserve may be reshaping how markets think about rates, volatility, and the role of central banks. But is the market interpreting Kevin Warsh's first moves correctly? This week, we break down Warsh's first FOMC meeting, the end of traditional forward guidance, and why they believe peak hawkishness may already be behind us despite the Fed's messaging. We also discuss the AI capex boom, the future of Bitcoin and MicroStrategy, tightening liquidity, housing affordability, and whether markets are entering a fundamentally different regime. Enjoy! TIMESTAMPS: 00:00 Intro 01:13 Forward Guidance Is Dead 08:28 Rate Volatility Returns 13:08 Why Hikes Won’t Happen 18:33 Liquidity Gets Tight 26:15 The AI Buildout Meets The Fed 35:55 The Summer Market Setup 42:39 MicroStrategy's Market Test 46:18 Bitcoin’s AI Opportunity Cost 53:29 Crypto Needs To Adapt 01:00:46 Gold Sentiment Hits Extremes 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/1yGHU0SgEjUNE1cDKP280F60FsRrcBqOh/view?usp=sharing EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events Blockworks recently acquired Messari. For more information, please visit: https://blockworks.com/insights/blockworks-acquires-messari 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.

19 Jun

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1j 4m
17 Apr

Markets Bounce Back, The Hyperliquid Thesis and Kraken Raises $200M

This week, we’re back with another weekly roundup to discuss the current state of markets as the S&P hits a new all time high. We then deep dive into Tether's $150M recovery plan for Drift, Kraken's $200M raise, the impact on Microstrategy's $STRC, why have L2s underperformed and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- 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 (03:11) State of The Market (12:40) The Hyperliquid Thesis (25:18) ZKsync Ad (25:52) Tether’s $150M Drift Recovery Plan (28:17) The SEC’s New DeFi Guidance (32:05) Microstrategy's $STRC (34:50) Kraken Raises $200M From Deutsche Börse (40:53) Why Have L2s Underperformed (53:19) 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.

17 Apr

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58 mnt
18/06/2024

Why Solana Will Eventually Flip Ethereum | Kyle Samani

Gm! This week we invite Kyle Samani to the show for a wide ranging discussion on his current crypto thesis. We deep dive into the L1 vs L2 debate, Stablecoins & DePin as crypto's killer use cases, why Solana will ultimately flip Ethereum & so much more. Enjoy! -- Follow Kyle: https://x.com/KyleSamani Follow Mert: https://twitter.com/0xMert_ Follow Dan: https://twitter.com/smyyguy -- Get 15% off an indoor or outdoor Helium Mobile Hotspot using code LIGHTSPEEDHOTSPOT: https://hellohelium.com/hotspot Helium Mobile is a new phone service that uses the Helium Network – a decentralized wireless network built by people – AND the nation’s largest 5G network. By creating coverage, you’re helping to build a better network together, while earning MOBILE rewards. -- Join us at Permissionles III. Use code LIGHTSPEED10 for a 10% discount: https://blockworks.co/event/permissionless-iii -- Subscribe on YouTube: https://bit.ly/43o3Syk Subscribe on Apple: https://apple.co/3OhiXgV Subscribe on Spotify: https://spoti.fi/3OkF7PD Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- (00:00) Introduction (01:20) What Crypto Enables (03:58) The L1 vs L2 Thesis (08:42) Building Crypto Applications: Stablecoins & DePin (13:51) Helium Mobile Ad (16:25) The RWA Thesis (18:48) Social Tokens, Meme Coins & Crypto Gaming (26:14) MEV & L1 Value Capture (31:02) Why Solana Will Flip Ethereum (33:54) Permissionless III Ad (34:57) Token Issuance (40:27) Economic Security (49:19) Restaking Is Not Solving A Problem (52:07) Measuring Decentralization (54:56) Advice For Founders (57:07) L2s Are Mispriced (01:01:11) Solana L2s -- Disclaimers: Although our guest this week is a Managing Partner of a registered investment adviser, nothing in this podcast should be considered an offer of Multicoin’s investment advisory services or should otherwise be confused for investment, tax, legal or other financial advice. Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.

18/06/2024

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1j 4m

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.