Blockworks

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チャンネル • 9個の番組

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アップデート：毎週
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アップデート：週2回
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アップデート：毎週
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アップデート：毎週
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アップデート：毎週
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アップデート：毎週
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アップデート：毎週

4日前

AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.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/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing — 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 Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (03:29) AI Boom or Apocalypse (11:10) NVDA Earnings & Dutch Disease (15:30) Software's Rerating & CapEx Winners/Losers (26:06) Are We the Horses? (29:44) Ads (Coinbase, Arkham) (31:25) Signs of Economic Reacceleration (40:36) Currencies & Vol Control (45:12) Gold, AI, Space, Hockey (48:33) Housing Market & Homebuilders (52:49) Boomer Roasting — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, sed 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

4日前

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55分
2月21日

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

2月21日

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44分
3日前

The Rise of Real World Asset Vaults | Roundup

This week, Mippo, Myles, and Xavier sat down to discuss the rise of vibe coding, and its parallels to past crypto token booms before examining the evolution of DeFi vaults and real-world asset looping. They dive into distribution, curation, oracle and liquidation risks, institutional adoption challenges, and the demand-side hurdles facing tokenized asset strategies. Thanks for tuning in! — 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 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://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (02:53) Vibe Coding’s Explosion (10:22) Canton Ad (11:01) The History of Vaults (22:49) The Value Chain of Vaults (36:41) Canton Ad (37:18) Vault Curation (50:51) Looping Strategies & Their Risks (59:15) 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.

3日前

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1時間2分
5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

5日前

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46分
4日前

Is Crypto Becoming Fintech? | Nick Almond

Crypto and fintech are converging. But who captures the value? Nick Almond on stablecoins, DAOs, and the future of capital formation. 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) Introduction (01:07) FinTech vs Crypto Today (03:28) Banks Onramps and Walled Gardens (07:53) Where Value Accrues Onchain (16:47) DAS PROMO (17:39) Where Value Accrues Onchain (Con’t) (25:02) Tokens Culture and Market Outlook - - 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.

4日前

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33分
3日前

Terra vs Jane Street, Circle Earnings & Robinhood’s Venture Fund | Weekly Roundup

This week, we're back with another weekly roundup where we discuss the recent lawsuit filed by Terraform Labs against Jane Street. We then deep dive into Circle's earnings, Tether's investment in Whop, Robinhood's Venture fund & 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 (01:40) Terraform Labs Sues Jane Street (28:40) Coinbase Ad (29:24) DAS Plug (29:51) Circle Beats Earnings (39:32) Would You Rather Own Stripe or Circle? (46:10) Robinhood’s Venture Fund (56:04) Tether Invests $200M In Whop (01:19:37) 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.

3日前

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1時間24分
6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.

6日前

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58分
6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.

6日前

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57分
2月20日

Introducing Oneshot: The AI Arms Race and Crypto Market Consolidation | Michael & Vance

Welcome to Oneshot! OneShot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens. This week, Michael and Vance sat down to discuss progress on U.S. crypto market structure legislation, and industry consolidation. They also cover public versus private market dynamics, token valuations, AI adoption and workplace impact, and the capital-intensive competition among OpenAI, Anthropic, and xAI. Thanks for tuning in! Resources Dario Amodei — “We are near the end of the exponential”: https://youtu.be/n1E9IZfvGMA?si=S3aMCORIsQ__3TdE – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (01:30) What is Oneshot? (05:05) CLARITY Act Update (13:35) Crypto’s Capital Consolidation (25:44) AI Tools: Hype vs Reality (36:05) The AI Arms Race —-- Disclaimer: Nothing said on Oneshot 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. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

2月20日

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49分
6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.

6日前

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24分

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.