Trump's Win, Portfolio Positioning, and Crypto's Return to the US | Roundup

Empire

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In this episode, Jason and Santi unpack the implications of Trump's victory for the crypto industry. From Bitcoin's immediate price surge to the potential for a US Bitcoin reserve, they discuss how the regulatory landscape could dramatically shift in crypto's favor. They also unpack why prediction markets like Polymarket emerged as crucial information sources during the election, the return of major crypto conferences to the US, and share why they believe we're still early in crypto's journey. Thanks for tuning in!

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Timestamps:

(00:00) Introduction

(02:43) What Does the Election Mean?

(15:37) Impact of Prediction Markets

(22:20) Portfolio Construction

(29:35) Skale Ad

(30:14) Cronos Ad

(31:12) Toku Ad

(32:03) Supra Ad

(32:59) Ledger Ad

(33:42) Cycle Timing

(43:22) Crypto's IPO</

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