Blockworks

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22 lip

AI Efficiency Is Repricing The Compute Market | Steve Hou

AI’s next phase hinges on a paradox: falling costs could threaten today’s winners while unlocking far greater demand. Steve Hou, head of research at Silicon Data and former Bloomberg strategist, joins us to examine the changing economics of AI compute. We discuss token efficiency, model routing, GPU pricing, memory bottlenecks, and when enterprise adoption may finally deliver measurable returns. Enjoy! TIMESTAMPS: 00:00 Intro 01:01 Why AI Compute Needs Hedging 06:55 What The Token Index Really Shows 14:04 Token Maxing Meets Efficiency 18:35 Who Captures AI’s Value? 22:12 Old GPUs Reveal Surging Demand 27:10 GPU Markets Keep Tightening 32:03 The Memory Bottleneck 37:07 AI’s Next Phase FOLLOW STEVE › X/Twitter – https://x.com/stevehou › Silicon Data – https://www.silicondata.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 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.
5 dni temu

Robinhood's Plan to Bring Global Finance Onchain | Johann Kerbrat

What happens when Robinhood turns crypto from a trading feature into the backbone of its global financial platform? This week, Robinhood's GM of Crypto, Johann Kerbrat, explains how Robinhood Chain connects DeFi, tokenized assets, and mainstream users. We explore global access, permissionless development, strategic partnerships, token economics, and whether equities and crypto eventually converge. Enjoy! TIMESTAMPS: 00:00 Intro 00:59 Robinhood’s Onchain Vision 04:46 Will Robinhood Move Fully Onchain? 11:07 Inside Robinhood Chain’s Explosive Launch 14:33 Building The Chain For Adoption 16:15 Ads (peaq) 17:00 Building Robinhood’s DeFi Stack 21:20 Why DeFi Partners Stay Independent 26:58 Tokenized Equities Go Global 30:38 Robinhood’s Crypto Growth Strategy 34:52 Competition And Financial Convergence 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 FOLLOW JOHANN › X/Twitter – https://x.com/JohannKerbrat › Robinhood Crypto – https://x.com/RobinhoodCrypto FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › 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 DISCLAIMER Nothing said on Empire 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.
8 lip

Think Like Everyone Else, Lose Like Everyone Else | Brent Donnelly

Markets reward independent thinking, but only if you can avoid the traps that come with it. This week, Brent Donnelly, President of Spectra Markets and author of Trade Outside the Box, joins us to discuss how psychology, risk management, and market narratives shape successful trading. We explore poker's lessons for traders, AI's role in markets, Kevin Warsh's Fed, the dollar and yen, and why predicting people may matter more than predicting macro. Enjoy! TIMESTAMPS: 00:00 Intro 02:00 Trading Outside The Box 06:38 Trading Psychology And Risk 12:46 AI As A Trading Tool 19:33 How LLMs Shape Markets 25:19 Kevin Warsh And The New Fed 33:37 The Yen Intervention Playbook 41:40 Is Government Debt Sustainable? 43:00 Has Bitcoin Lost Its Narrative? FOLLOW BRENT › X/Twitter – https://x.com/donnelly_brent › Spectra Markets – https://www.spectramarkets.com/am-fx/ › Trade Outside The Box – https://a.co/d/0i4r9Udd 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.
14 lip

Fomo Co-Founders on Building the Social Network for Finance

What happens when crypto finally builds a trading experience for everyone, not just crypto natives? This week, Jason sits down with fomo co-founders Paul and Se to discuss why consumer crypto has struggled, how fomo is approaching onchain trading differently, and why they believe social finance is the next major platform. They explore building for mainstream users, the future of tokenized assets, product design tradeoffs, creator-driven distribution, and why transparent onchain data could redefine how investors discover ideas. Enjoy! TIMESTAMPS: 00:00 Intro 03:35 Why Consumer Crypto Keeps Failing 09:32 Selling The Social Finance Vision 15:57 From Niche App To Breakout 22:22 How Fomo Acquires Users 27:57 Building The Social Trading Layer 34:44 Fees, Perps, And Onchain Competition 43:37 Expanding Beyond Trading Fees 49:12 Funding Growth Through Market Cycles 53:14 Robinhood, X, And Copy Trading 58:00 Media And Frictionless Onboarding 01:04:03 The Everything Trading App 01:09:00 Crypto, Tokens, And Going Public FOLLOW GUESTS › Se – https://x.com/seyong › Paul – https://x.com/paulerlanger › fomo – https://x.com/fomo FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Telegram –https://t.me/+CaCYvTOB4Eg1OWJh › 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 DISCLAIMER Nothing said on Empire 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.
10 lip

Crypto's Value Capture Problem & Why Robinhood Built Its Own Blockchain

AI and distribution moats are forcing investors to separate real business transformation from crypto’s unresolved value-capture problem. This week, Jason and Santi discuss what months of researching crypto adoption taught Inversion, why the firm's investment strategy is evolving, and what it reveals about where value is actually being created today. They also explore Robinhood's onchain strategy, whether AI is delivering stronger returns than crypto in traditional businesses, the debate over token versus equity value capture, and how the next generation of consumer finance is taking shape. Enjoy! TIMESTAMPS: 00:00 Intro 03:15 Inversion’s Crypto Thesis Reset 06:17 Where Crypto ROI Breaks 11:58 The Distribution Quality Trap 17:12 Inversion Broadens Its Mandate 22:02 Crypto’s Value Capture Problem 28:00 AI Rewrites Company Workflows 31:45 Ads (Peaq) 33:01 AI Pricing Hits The Limit 39:09 Robinhood Chain Takes Off 48:07 Regulatory Arbitrage Goes Onchain 52:35 Finance For The Next Generation 57:02 The Token Equity Debate FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Santiago – https://x.com/santiagoroel › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › Blockworks – https://x.com/Blockworks 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 EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Empire 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.
16 lip

Clarity Window Closing, Robinhood Eating Ethereum Value & Coinbase's Base Reset

Crypto's window for regulatory clarity is about to close while Robinhood raises questions about who actually captures the value created onchain. This week, we unpack Clarity’s narrowing path through Congress and what failure could mean for crypto markets and institutional adoption. We also debate Ethereum’s economics, Coinbase’s Base reset, the Ostium hack vs instant settlement, and Stripe’s reported PayPal bid. Enjoy! TIMESTAMPS: 00:00 Intro 01:50 Clarity Act’s Closing Window 08:40 Trump’s Crypto Ethics Roadblock 14:07 What Clarity Means For Markets 18:13 Robinhood Exposes Ethereum’s Value Problem 28:14 Coinbase Resets Base’s Strategy 39:28 Ostium Hack Challenges Instant Settlement 50:50 Stripe’s Bid To Reinvent PayPal 01:04:57 AI Trades And Biohacking 01:10:20 Content Of The Week FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Santiago – https://x.com/santiagoroel › Rob – https://x.com/HadickM › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › 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 DISCLAIMER Nothing said on Empire 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.
1 dzień temu

AI Fatigue, Robinhood & Every Market Becoming Crypto | Weekly Roundup

What happens when every market starts trading like crypto? This week, Santi and Rob examine how leverage, automation, and retail speculation are exporting crypto-style volatility across traditional finance. They also explore CLARITY’s fading odds, AI fatigue, Robinhood’s onchain expansion, and the battle between public and private tokenization. Enjoy! TIMESTAMPS: 00:00 Intro 00:58 CLARITY’s Falling Odds 04:54 Everything Trades Like Crypto 08:53 AI Capex and Semiconductor Volatility 12:47 The Death of Long-Term Investing 18:19 Why Market-Neutral Funds Win 20:09 Institutional AI Fatigue 24:22 AI’s Token Economics Problem 25:55 peaq Ad 26:41 AI Token Costs and Model Routing 30:37 Robinhood Chain’s Early Traction 34:13 Prediction Markets Eclipse Crypto 38:51 Ethereum L2 Activity Collapses 45:49 Ondo’s Private Chain Bet 52:18 Stablecoin Adoption and Crypto VC 58:55 Content of the Week 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 FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Santi – https://x.com/santiagoroel › Rob – https://x.com/HadickM › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › 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 DISCLAIMER Nothing said on Empire 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 lip

The AI Unwind Is Forcing A Historic Market Rotation | Weekly Roundup

The market’s most crowded trade is beginning to crack, but where the fallout spreads next remains unclear. This week, we dig into the violent momentum unwind and mounting pressure across the AI trade. We explore the damage of leveraged ETFs, Korea’s retail reckoning, a potential value revival, renewed Iran oil risks, and why Quinn is bullish real estate in the right places. Enjoy! TIMESTAMPS: 00:00 Intro 02:01 The Momentum Trade Unravels 06:22 Leveraged ETFs Are Breaking Markets 12:07 Has The AI Boom Hit Its Limits? 16:05 Cheap Models Threatening The AI Trade 19:52 Hyperscalers Facing A Credit Squeeze 23:27 The Fed’s Forward Guidance Failure 29:38 Global Carry Trade Risk? 35:29 Can Value Finally Win? 40:44 Iran Reignites Oil Risk 48:00 Housing Policy Vs Property Rights 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/17yRksHxeO19PfW6MOCrzT_OpEwicKuog/view?usp=drive_link EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events 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.
3 lip

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.
19 cze

Anthropic's Fable Banned, Will Microstrategy Blow Up & Structuring A Portfolio in 2026

This week, we’re back with another weekly roundup to discuss why the US government placed export controls on Anthropic's Fable model. We then deep dive into open vs close sourced models, will Microstratgey blow up, structuring a portfolio in 2026, Coinbase's new product announcement and more. Enjoy! -- Follow Jordi: https://x.com/gametheorizing 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 (07:16) Anthropic's Fable Banned by US Government (20:10) peaq Ad (20:57) Open vs Closed Source Models (26:42) Structuring A Portfolio Post 10/10 (40:07) Will Microstrategy Blow Up? (59:12) Coinbase's Product Announcement (1:05:40) 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.

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.

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