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Hivemind: AI Frameworks, Bitcoin L2s, and Death of OG Memes
1时03分40秒
01-16
Episode Summary
Voice Summary:
0:00:00

"The Delphi Digital Crew is back to dive into the current state of the crypto markets, exploring Bitcoin's recent price action and the potential impact of Trump's return to office. They then examine the evolving AI framework narrative in crypto, discussing why this sector could become a major bubble in 2025. The conversation shifts to an analysis of Bitcoin Layer 2 solutions and their potential, particularly with OPCAT on the horizon. Finally, the team discusess the changing dynamics of market sectors, from the decline of OG memecoins to the return of fundamental value-driven projects.

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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts


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Timestamps:

(0:00) Introduction

(2:09) Market Thoughts

(8:53) Crypto's AI Bubble

(17:27) Agent Token Moats

(24:08) Death of OG Memes?

(30:54) Return of Fundamentals

(43:19) Next Gen L2s & L3s

(46:35) BTC Dominance Top?

(54:24) Bitcoin L2 Viability

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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, and our guests may hold positions in the companies, funds, or projects discussed."

Next Episode
What's Wrong with Crypto Data (And How To Fix It) | Roundup

In today's episode Dan Smith, Head of Data at Blockworks, joins Empire to break down why traditional crypto metrics are flawed. The episode begins with analysis of recent crypto payment acquisitions and Trump's proposed US Token Reserve, before diving deep into blockchain metrics and why REV matters more than active addresses or TVL. Dan explains Solana's outperformance of Ethereum through the lens of network revenue, examines Base's dominance in the L2 landscape, and closes with insights on Multicoin's new Solana inflation proposal.

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Help us shape the future of Empire. Fill out our audience survey and give us your thoughts: https://empire-31ed59.beehiiv.com/forms/01a0ba12-61d0-4a12-a6c6-8bbcdb3b0060


Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts


Follow Dan: https://x.com/smyyguy

Follow Blockworks Res: https://x.com/blockworksres

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Subscribe on YouTube: https://tinyurl.com/4fdhhb2j

Subscribe on Apple: https://tinyurl.com/mv4frfv7

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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To stay updated on news including the upcoming launch of Unichain, visit www.Unichain.org or follow @Unichain on X.

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Timestamps:

(00:00) Introduction

(01:30) Crypto's Payment Acquisitions

(08:23)  Trump US Token Reserve

(11:37) Bitcoin Backed Loans

(17:41) What is Broken in Crypto Data

(23:32) Unpacking REV

(31:48) Geodnet Ad

(32:46) Uniswap Ad

(33:33) Ledger Ad

(34:16)  Most Important Metrics

(47:53) Active Addresses

(55:16) MultiCoin Inflation Proposal

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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, and our guests may hold positions in the companies, funds, or projects discussed.

1时01分19秒 2025-01-17
Host
Empire 名片
Single Episode:199
01-16