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Membrane Labs
1时02分46秒
03-17
Episode Summary
Voice Summary:
0:00:00

Timestamps:

(00:00) Introduction 

(00:40) Crypto's Leverage Unwind In 2021-22

(08:41) The Terra/Luna Fallout

(14:30) Ad ZKSync

(15:35) What We Learned From Last Cycle

(19:11) Who Are The Big Lenders In This Cycle?

(23:32) Ad ZKSync

(24:37) Token Generation Events

(31:02) Will Institutions Start Lending In Crypto?

(35:08) Ads (Token.com. Bitwise, WalletConnect)

(37:22) What Is Membrane?

(48:40) Over vs Under Collateralized Lending

(58:22) What Will Blow Up This Cycle?

Next Episode
Hivemind: Peak Macro Uncertainty, Hyperliquid Bull Case & the New Era of Programming

This week, the Hivemind team discuss the macro uncertainty impacting markets, the future of meme coins, and a deep dive into Hyperliquid and its valuation. We also dig into the bull case of Celestia, Ethena’s new L1, the new era of programming, and more. Enjoy!.

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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


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Timestamps:

(0:00) Introduction

(1:50) Market Overview and Bitcoin's Position

(4:15) Macro Trends and Economic Uncertainty

(10:21) Crypto Market Sentiment and Predictions

(14:32) The Future of Meme Coins

(19:33) Hyperliquid Deep Dive

(32:22) Understanding Celestia's Role in Blockchain

(40:11) Comparing Celestia to Ethereum

(44:10) Ethena's New L1: Converge

(54:33) Vibe Coding: The New Era of Programming

(1:04:04) Delphi's AI and Crypto Accelerator

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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06分02秒 2025-03-20
Host
Empire 名片
Single Episode:234
03-17