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Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid), who is best positioned to win the exchange wars, the opportunity for DeFi & more. Enjoy!
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Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
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Follow Jeff: https://x.com/jdorman81
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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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Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv
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Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods.
Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn
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Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.
The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025.
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Crypto never sleeps. So we built an Al analyst that never blinks.
Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.
🔹 Screen, chart, and analyze 1300+ tokens
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🔹 Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie
Get started today: https://askfocal.com
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Token.com is a social-first crypto platform transforming how people discover and trade through crypto content. The revolutionary in-feed trading turns complex crypto into intuitive investments, while content creators earn from every trade and projects amplify their stories through native tokens - creating a new era of social media-powered crypto discovery. Just scroll to watch and tap to invest. Download the app!
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Timestamps:
(00:00) Intro
(03:06) Do Fundamentals Matter In Crypto?
(08:58) Ripple's Breakthrough Moment
(11:38) Ads (Aptos, Zenrock)
(12:58) The Coinbase Business Model
(20:59) Are Coinbase Users Sticky?
(25:29) The Rise Of DEXs
(31:41) Ads (Aptos, Zenrock)
(33:01) Is There A Bull Case For Coinbase?
(37:55) Tokenization
(43:37) Ads (Falcon x, Token.com)
(45:05) The Opportunity For DeFi
(50:32) Value Accrual
(57:07) How To Bring Assets Onchain
(01:10:09) Should Securities Laws Be Updated?
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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.
Gm! This week we're back with another weekly roundup live at Token2049. We deep dive into our biggest takeaways form the conference, Ethereum's next chapter, L1 valuations vs app development, the new era of crypto founders & more. Enjoy!
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Follow Santi: https://x.com/santiagoroel
Follow Jason: https://x.com/jasonyanowitz
Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv
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Marinade Labs develops staking technologies that strengthen Solana.In 2021, our protocol was the first to bring liquid staking to the network; today, our sophisticated, high-performance staking delegation platform brings billions in liquidity and security to the SOL market. We have solutions for both DeFi and TradFi, including liquid and native staking, as well as direct enterprise integrations.
Our best-in-market features include user downside protection (through protected staking rewards) and optimized delegation (via our automated auction marketplace). Cryptoasset investors worldwide, from individual traders to global institutions, use Marinade to earn rewards on their SOL treasuries and holdings. We are headquartered in New York, with offices in the European Union, including Prague. To learn more about Marinade, visit marinade.finance.
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Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER device and secure your crypto today.Buy now at www.Ledger.com
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WalletConnect is the onchain connectivity network . If you’ve connected to a Web3 app, you’ve seen WalletConnect. It’s everywhere—an icon of trust in crypto, as recognizable as Visa at checkout.
The numbers speak for themselves: Over 220 million connections and 35 million users worldwide use WalletConnect to power their Web3 experience. @WalletConnect on X and Telegram or visit https://WalletConnect.Network
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Timestamps:
(00:00) Intro
(01:39) Takeaways From Token2049
(03:54) Ads (Marinade)
(04:43) A New Era Of Crypto Founders
(07:56) L1s vs Apps
(09:24) Ads (Marinade)
(10:13) Ethereum's Next Chapter
(14:33) Launching A Chain
(16:48) Ads (Ledger, WalletConnect)
(18:18) CeFi vs DeFi Trade-Off's
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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.
