Blockworks

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技術ニュース

技術ニュース

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テクノロジー

テクノロジー

アップデート：毎週

2日前

Markets Are Entering A New Era Of AI-Driven Disruption | Weekly Roundup

This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and why gold is sending a louder signal than Bitcoin. Enjoy! — Follow Tyler: 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/1RPRDTwLzPJR9ggBsFnZ7jGUYUJUl-idb/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 02:16 De-Leveraging and Market Stress 05:20 AI CapEx vs Buybacks and Mag7 14:04 Crypto Bloodbath and Risk Assets 18:47 Ads (Grayscale) 21:42 Credit Risk, Factors, and Fed Path 32:52 Epstein Fallout 35:47 Ads (Grayscale, Coinbase) 37:19 Market Structure, Bond Market 46:18 Private Equity and AI CapEx 59:27 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 #ForwardGuidance

2日前

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1時間6分
5日前

Will Trump's New Fed Chair Crash Markets? | Joseph Wang

Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjoy! __ Follow Joseph: https://x.com/josephwang 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 __ 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 02:54 Fed Leadership, QE & Policy Direction 06:36 Ads (Grayscale) 14:10 Monetary Systems & Central Banking Frameworks 19:18 Ads (Grayscale, Coinbase) 24:54 Fed Independence, Regulation & Rates 36:00 New Fed Chair Challenges & Political Pressure 43:07 Market Reactions, Speculation & Silver 47:15 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 #ForwardGuidance

5日前

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48分
1月30日

The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup

This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are finding opportunity as correlations break down. Enjoy! — Follow Tyler: 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 __ Weekly Roundup Charts: https://drive.google.com/file/d/1sQtOng_nDsqMoXpP7XGVycaxI82Ugp_2/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 02:48 Fed Meeting Recap 08:30 Metals Squeeze 15:25 Ads (Grayscale) 16:05 Cyclical Re-acceleration And Massive Rotation 23:00 Productivity Boom And AI CapEx Killing Buybacks 29:46 Ads (Grayscale, Coinbase) 31:18 Can You Justify U.S. Multiples? 38:22 Market Structure And Risks Brewing 48:33 Market Dispersion And The Next Trade 54:18 Crypto And Competing Frontier Ideas 56:46 Inflation And New Fed Chair — 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 #ForwardGuidance

1月30日

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1時間2分
1月30日

The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyperliquid RWAs, bringing money & companies onchain, 2026 IPOs, and more. Enjoy! -- Follow Salvador: https://x.com/DAnconia_Crypto Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM 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 -- Timestamps: (00:00) Intro (00:44) Escape Velocity $61.74M Raise (05:500 The Case For DePIN (12:34) InfraFi And Bringing Money Onchain (22:07) Bear Case For DePIN And Top DePINs (30:57) Ads (Coinbase) (31:42) Metals And Hyperliquid RWAs (43:31) Crypto Integration Into FinTech (55:18) The State Of Compliance (58:49) 2026 IPOs (01:04:38) The Carvana Of Crypto (01:09:220 Content Of The Week (01:15:29) Claude Cowork -- 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.

1月30日

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1時間18分
1月28日

Finding The Next Perfect Trade | Alex Gurevich

In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, precious metals, carry trades, options simplicity, rates going to zero, and how AI may reshape discretionary macro trading. Enjoy! __ Follow Alex: https://x.com/agurevich23 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 The Next Perfect Trade: https://a.co/d/4vRsqQj __ 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 03:36 The Perfect Trade Framework 11:42 Ads (Grayscale) 12:12 Expressing Trades, Precious Metals 21:12 Options, Risk & Portfolio Construction 27:33 Ads (Grayscale, Coinbase) 28:56 Derivatives, Carry Trades & Market Structure 32:39 AI, Macro & Global Regimes 47:23 Japan, Macro Convictions & Rates Outlook 52:21 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 #ForwardGuidance

1月28日

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53分
2日前

Crypto’s Reality Check | Roundup

This week, Mippo, Myles, and Xavier sat down to discuss crypto’s massive selloff, divergence from equities, and the impact of large liquidations. They compare prior cycles, debate product-market fit versus token-led speculation, and discuss shifting focus toward stablecoins, prediction markets, RWAs, AI and crypto, and tougher VC funding standards. 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 – 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 (03:57) Crypto’s Divergence (19:31) The Bear Market (25:05) Canton Ad (25:44) Comparing Cycles (39:22) Canton Ad (39:59) Market Consolidation (45:31) 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, Jason, 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日前

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50分
3日前

Crypto Stress Test: Fees, Volatility, and Chain Performance

Gm! In this episode Danny, Dan and Ian discuss recent market volatility across crypto and commodities, onchain performance during stress events, chain fee dynamics, AI agents interacting with crypto rails, and Pump.fun’s revenue, buybacks, and long-term value capture debate. Enjoy! -- Follow Lightspeed: ⁠https://twitter.com/Lightspeedpodhq⁠ Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Dan Smith: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code LIGHTSPEED200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:30) Market Stress and Onchain Performance (19:54) AI Agents and Crypto Rails (34:34) Pump.fun: Revenue, Buybacks, and Memecoin Markets (42:58) Solana and the Value Capture Debate (1:05:04) 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.

3日前

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1時間6分
1月23日

The Generational Metal Squeeze Exposing Broken Sovereign Debt | Weekly Roundup

This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan’s experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair means for rates. Enjoy! — Follow Tyler: 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 __ Weekly Roundup Charts: https://drive.google.com/file/d/158S7DSViXUrZ4Lw2kPLtKE4yPNvKD6s9/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 01:18 Metals, Japan & Global Debt 15:58 Inflation, Politics & Metals 23:00 Commodities & Elitist Wake Up Call 27:12 Market Positioning & Sector Dispersion 43:30 New Fed Chair & Rate Implications 51:17 Long The Periodic Table — 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 #ForwardGuidance

1月23日

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53分
2025/05/13

Hyperliquid’s Bold Vision for DeFi | Jeff Yan | S9 E3

In this episode, we sat down with Jeff Yan, Co-founder of Hyperliquid, to discuss Hyperliquid’s origins, their decision to build an L1, and the architecture behind Hyperliquid. We also discuss MEV mitigation, builder deployed perps, and balancing vertical integration with ecosystem growth. Thanks for tuning in! -- Resources Priority Is All You Need: https://www.paradigm.xyz/2024/06/priority-is-all-you-need The Path to Decentralized Nasdaq: https://www.anza.xyz/blog/the-path-to-decentralized-nasdaq 0xResearch: Hyperliquid’s Unique Approach to a Better Perp DEX: https://youtu.be/cxyUtPoC1-E -- Marinade is the premier staking delegation platform on Solana, bringing billions in liquidity and security to the Solana network, and connecting SOL holders to the best staking rates. Since launching in 2021, Marinade has expanded their suite of products to provide solutions for both DeFi users and TradFi, including liquid and native staking, as well as direct enterprise integrations. To learn more about Marinade, follow the link below: https://marinade.finance/?utm_source=blockworks&utm_medium=partnerships&utm_campaign=podcast -- Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (₿apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi. Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz -- Grab your tickets to Permissionless IV. Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv -- Follow Hyperliquid: https://x.com/HyperliquidX Follow Jeff: https://x.com/chameleon_jeff Follow MonetSupply: https://x.com/MonetSupply Follow Mike: https://x.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:54) Thoughts on FTX (6:55) The Origins of Hyperliquid (11:47) Marinade Ad (12:01) HyperCore x HyperEVM Architecture (17:44) Why Build an L1 Instead of an L2? (22:35) Thoughts on MEV and MCP (34:55) Marinade Ad (35:34) Hyperliquid's Edge vs Centralized Exchanges (39:22) Growing the Hyperliquid Ecosystem (49:52) Citrea Ad (50:21) Builder Deployed Perps (53:24) Thoughts on Vertical Integration (1:01:00) The Role of Stablecoins in the Hyperliquid Ecosystem (1:06:16) Outro -- 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, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

2025/05/13

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1時間29分
2025/05/09

Lightspeed Cross-Post: Can Ethereum Scale The L1? | Weekly Roundup

Gm! This week we're back with another weekly roundup. We deep dive into Solana;s recent bug fix, Ethereum's big pivot, how to build the most performant L1 & more. Enjoy! -- Follow Mert: https://x.com/0xMert_ Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed -- Grab your tickets to Permissionless IV. Use code BELL10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- 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. -- Ledger, the global leader in digital asset security, proudly sponsors Bell Curve! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Timestamps: (0:00) Introduction (1:25) Solana’s Bug Fix (13:00) Ads (Arkham & Ledger) (13:37) Ethereum’s Big Pivot (19:10) Can Ethereum Scale The L1? (28:40) Ads (Arkham & Ledger) (29:49) Solana’s DEX Landscape (41:02) Citrea Ad (41:31) The Most Performant L1 Will Be The Most Decentralized -- 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. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

2025/05/09

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51分

Blockworks is an information platform that sits at the center of the crypto industry. Institutional-grade data powers actionable research, trusted news, alpha-driven insights, and world-class events. The result is transparency and confidence. Blockworks enable investors, operators, and institutions to see past the noise, make better decisions, and drive the industry forward.