Empire 🟪
@theempirepod • 13,631 subscribers
Peek behind the curtain of crypto's biggest decisions. Hosts: @jasonyanowitz @santiagoroel @HadickM Producer: @WillBeaumontt DMs only come from names in bio ^
Videos
Santi shares his thoughts on Strategy and why its a ticking time bomb: "As soon as you degrade trust whether you sell 32 Bitcoin or 1,000 it doesn't matter. Now you've sold. Game over" "Eventually arbitrage strategies blow up. It's just a ticking time bomb on a highly volatile asset" "To me, I think it goes way below $40,000. I mean this could be going down to $10K" Santiago R Santos
Empire 🟪92,097 görüntüleme • 1 ay önce
New episode with Raoul Pal out now! Santiago R Santos We discuss: - Market sell off - Liquidity in 2026 - Trading crypto cycles - Valuing crypto networks - DATs, Raoul's AI thesis, & more! Timestamps: 00:00 Introduction 01:25 Where Are We In The Macro Cycle? 10:11 How To Value Crypto Networks? 20:58 Ads (Zcash, Katana) 22:14 The K-Shaped Economy 25:31 Has The DAT Bubble Burst? 28:24 Why Liquidity Drives Markets 38:19 Ads (Zcash, Katana) 39:35 How To Trade Crypto Cycles 49:57 Ads (VanEck, Uniswap) 51:39 Raoul's AI Thesis
Empire 🟪159,945 görüntüleme • 7 ay önce
New episode with Brandon Millman Donnie Dinch out now! Yano 🟪 We discuss: - Phantom's next chapter - Launching perps & CASH - Will Phantom IPO? - Scaling as a startup - Will Phantom launch a chain? - Competing with Robinhood, M&A and more! Timestamps: 00:00 Intro 03:59 Why Did Brandon Start Phantom? 12:05 Building For Crypto Users vs Normies 20:57 Ads (Zcash, Katana) 22:11 Launching Phantom CASH 27:26 How To Scale As a Startup 35:42 Launching Perps 47:12 Ads (Zcash, Katana) 48:26 How Does Phantom Generate Revenue? 53:16 The Next Chapter of Phantom 56:24 Phantom's Recent M&A 01:02:16 Ads (mantle) 01:03:15 Will Phantom Launch a Chain? 01:11:25 Prediction Markets 01:15:31 Will Phantom IPO? 01:21:01 Phantom Connect
Empire 🟪109,541 görüntüleme • 8 ay önce
New episode with Kyle Samani out now! Yano 🟪 We discuss: - Raising $1.65B for Forward Industries – $FORD - Partnering with Jump Crypto 🔥💃🏻 & Galaxy - Integrating DATs into DeFi - Internet capital markets - What's next for Forward Industries? - Stablecoins, SOL ETFs & more! Timestamps: 00:00 Introduction 01:28 The Ultimate Vision For Forward Industries 08:58 Raising $1.65B For Forward Industries 10:56 Partnering With Jump & Galaxy 16:35 Ads (Peaq) 17:27 Integrating DATs Into DeFi 25:22 M&A Strategies 29:58 BTC vs SOL DATs 32:28 Ads (Peaq) 33:21 How Will SOL ETFs Impact Solana DATs? 35:28 What's Next For Forward Industries? 41:40 Lessons Learned From Hyperliquid's USDH 46:21 Ads (Eigen Layer) 47:20 The Internet Capital Markets Thesis 54:10 Stablecoins Are Crypto's iPhone Moment Links below ↓
Empire 🟪121,361 görüntüleme • 10 ay önce
New episode with Yano 🟪 & Mippo 🟪 out now! We discuss: - The Blockworks rebrand - Bringing capital markets onchain - Disclosure frameworks - And more! Timestamps: 00:00 Introduction 02:10 The Current State of Crypto 07:08 Crypto’s Trust Problem 09:12 Blockworks’ Solution 12:02 The Data Behind Tokens 17:11 Blockworks’ Evolution 25:00 Issues With Tokens 35:25 The Blockworks Rebrand 39:45 Crypto Sentiment 43:51 Closing Comments
Empire 🟪41,188 görüntüleme • 2 ay önce
Our 2026 predictions episode is live! We discuss: - Our 2025 predictions - Will XRP outperform ETH? - Prediction markets will 10x - Stablecoin card settlement to $100b+ - Equity & tokens will merge & more! Yano 🟪 Rob Hadick ＞|＜ Santiago R Santos Timestamps: 00:00 Introduction 02:34 Rob’s 2025 Predictions 10:15 Santi’s 2025 Predictions 26:29 Jason’s 2025 Predictions 29:31 Ads (VanEck, Uniswap) 31:13 2026 Predictions: Will ETH Be Higher or Lower? 32:35 Stablecoins In 2026 41:38 Return of The DeFi Mullet 51:30 Markets In 2026 57:09 Privacy & Onchain Identity 01:01:38 Prediction Markets Will 10x 01:08:14 U.S Exchange Competition 01:17:02 Equity & Tokens Will Merge 01:19:45 Regulation in 2026 01:21:43 Final Predictions
Empire 🟪76,029 görüntüleme • 6 ay önce
“I think Ethereum's the most overvalued asset in the world" We asked Logan Jastremski what actually drives value accrual? "Typically it's execution, trading volumes and access to contentious pieces of state. Those priority fees ultimately get redistributed back to stakeholders earning a form of real yield"
Empire 🟪26,896 görüntüleme • 2 ay önce
NEW POD: Inside Berachain Foundation 🐻⛓'s Proof of Liquidity Smokey The Bera 🐻⛓ reveals how Berachain is aligning incentives & security like never before. Timestamps👇 (00:00) Intro (03:06) Berachain Origin Story (11:08) Proof of Liquidity (22:46) Journey of Berachain & Roadmap (29:34) Why Build on Berachain (46:50) Value Accrual (57:30) MEV & Block Ordering (01:01:21) Scaling Berachain (01:07:55) Building in Crypto
Empire 🟪157,156 görüntüleme • 2 yıl önce
New episode with Shan Aggarwal Coinbase 🛡️ out now! Yano 🟪 We discuss: - Acquiring echo for $375m - Coinbase's end goal - IPOs & tokenization - Advice for founders - Prediction markets - The acquisition process - Exchange listings, crypto venture & more! Timestamps: 00:00 Introduction 01:18 Shan's Background 05:42 Acquiring Echo 15:49 Ads (Blockdaemon, Peaq) 17:01 Coinbase's End Goal 21:19 Coinbase Listings 25:02 Coinbase Ventures 29:30 Ads (Blockdaemon, Peaq) 30:42 Advice for Founders 33:08 The Acquisition Process 41:27 Ads (Katana, Mantle) 43:04 Thoughts on Predictions Markets 57:56 Do Cycles Still Exist?
Empire 🟪46,557 görüntüleme • 8 ay önce
DeFi is not great at lending DeFi today is optimized for trading and arbitrage. Not lending to corporates, mortgages or private credit "How big actually is the target market / addressable market of DeFi lending? It remains to be proven. If it's as big as credit we are very, very far away" Luca Prosperi M0
Empire 🟪19,574 görüntüleme • 3 ay önce
New episode with Tyler Evans & Josh Solesbury out now! We discuss: - Michael Saylor's Bitcoin strategy - The Bitcoin treasury playbook - Structuring a crypto treasury deal - PoW vs PoS assets - NAV/premium - What are the risks & more! Timestamps: 00:00: Intro 02:00 The Microstrategy Playbook 14:05 Ads (ZKSync, Marinade) 16:02 Does Narrative Matter For This Strategy? 19:33 NAV/Premium 23:15 What Assets Are Good For This Strategy? 27:51 Ads (ZKSync, Marinade) 29:48 How To Structure A Bitcoin Treasury Company 40:23 What Are The Risks To This Strategy? 47:31 Ads (Falcon x) 48:26 The Treasury Strategy On POS vs POW Assets 56:49 Will All Public Companies Own Bitcoin? 01:01:54 Final Thoughts Links below! ↓
Empire 🟪61,431 görüntüleme • 1 yıl önce
New episode out now! Christine Moy $APO 💎🔥🦈 Tarun Chitra Carlos Domingo We discuss: - The future of tokenization - How Apollo is bringing TradFi onchain - Launching crypto's largest credit fund - Institutional demand for crypto, finding PMF, & more! Timestamps: 00:00 Intro 02:02 What Is Private Credit? 06:32 The ACRED Levered RWA Strategy 09:29 How To Bring TradFi Onchain? 20:51 Ads (ZKSync, Zenrock) 22:30 How Does the Levered RWA Strategy Function? 32:14 A New Era For Tokenization 36:32 Ads (ZKSync, Zenrock) 38:11 Onchain vs TradFi Risk Management 42:47 How To Avoid Leverage Unwinds 49:36 Ads (Falcon x,Arweave, 51:50 Finding Product Market Fit 01:04:57 The Future Of Tokenization Links below! ↓
Empire 🟪62,177 görüntüleme • 1 yıl önce
New episode with Mike Dudas out now! Yano 🟪 Santiago R Santos We discuss: - Finding winners - Are TGEs broken? - Prediction markets - Why Mike is bullish - Crypto in the next 5 years - Pump Fun, 6MV thesis & more! Timestamps: 00:00 Intro 03:39 6MV's Investment Thesis 07:15 Pump Fun 15:18 Finding Big Winners This Cycle 23:27 Ads (Blockdaemon, Peaq) 24:36 Why We Haven’t Topped 29:03 How Will Crypto Returns Look Over The Next 5 Years? 36:02 Prediction Markets 39:23 What Did Solana Get Wrong? 45:50 Ads (Blockdaemon, Peaq) 46:58 Are Crypto TGEs Broken? 50:30 Flying Tulip Raises $200m: A New Vehicle For Fundraising? 57:46 Does Every Project Need A Token? 01:00:05 Why Mike Is Still Bullish NFTs 01:02:47 Stablecoins 01:06:23 Content Of The Week Links below ↓
Empire 🟪45,353 görüntüleme • 9 ay önce
New weekly roundup out now! Pranav Yano 🟪 Santiago R Santos We discuss: - Have we topped? - Mamdani wins in NY - How to outperform BTC - L1s are overpriced, the AI trade & more! Timestamps: 00:00 Intro 02:49 The Opportunity For Tokenization 10:27 Mamdani Wins In NY 27:35 Finding Alpha In Crypto 32:05 Ads (Zcash, Katana) 33:17 Are L1s Overpriced? 36:18 Can People Actually Outperform BTC? 45:32 Have We Topped? 49:47 The Hot Money Is In AI 59:08 Ads (Zcash, Katana) 01:00:21 Can Crypto Ever Get To 100m+ Active Users? 01:12:42 Content of The Week
Empire 🟪41,003 görüntüleme • 8 ay önce
New episode with Figure Co-Founder Mike Cagney out now! Mike Cagney 🇺🇸 Yano 🟪 We discuss: - Building Figure - Tokenizing equities - Launching a wallet - How to fix tokens - Public vs private companies - Crypto in 5+ years & more! Timestamps: 03:20 How Blockchains Disrupt Capital Markets 09:28 Why Did Mike Build Figure 27:00 Will Figure Launch a Wallet 38:05 SoFi’s Superbowl Ads 45:42 Tokenizing Equities 55:08 The Provenance Blockchain 01:01:46 Being a Public vs Private Company 01:07:18 How To Fix Tokens 01:12:27 What’s Next For Crypto In 5 Years
Empire 🟪12,854 görüntüleme • 1 ay önce
"I have no interest in playing in DeFi right now" "In a world where AI is finding a whole lot of bugs in systems that you thought were super battle tested the lindy effect has been reset" Santiago R Santos shares why insurance may be the next critical layer for DeFi
Empire 🟪16,859 görüntüleme • 3 ay önce
New episode of Hivemind is out now! We discuss: - Market outlook - Is AI in a bubble? - The IPO window - Prediction markets - DeFi hacks & more! ceteris jason 🎢 Yan Liberman José Maria Macedo Kevin Kelly Delphi Digital Timestamps: 00:00 Introduction 01:50 State of The Market 09:53 Finding Opportunities In Crypto 15:15 Is AI In a Bubble? 26:35 The Return of Active Investing 37:42 Prediction Markets 51:40 The Drift Exploit Fallout
Empire 🟪16,509 görüntüleme • 3 ay önce
New episode with avery.apt 🇺🇸 out now! We discuss: The Aptos roadmap Crypto's end state Building an L1 The rise of AI, building on Aptos & more! Timestamps: 00:00 Introduction 00:26 The Future Of Aptos 07:39 Building Products In Crypto 11:09 Designing A High Performance L1 15:10 The Move VM 18:52 Crypto's Narrative Cycle 21:43 Building For Institutions vs Crypto Natives 25:14 Ads (Ledger & Mantle) 26:53 The Aptos Roadmap 34:00 The Growth Of Solana 36:17 Crypto's Ultimate End State 39:22 The Rise Of AI 42:03 Misconceptions About Aptos 44:38 Getting Started On Aptos Links below! ↓
Empire 🟪54,990 görüntüleme • 1 yıl önce