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This week, the Hivemind team explains why crypto feels stagnant despite rising prices, the ongoing failure of real-world asset (RWA) narratives, and how on-chain credit markets are quietly gaining traction. They also dive into the explosion of new token launches, the misguided obsession with “real yield,” what the success of Ethena and Pendle says about crypto's evolution, and more. Enjoy!
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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.
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Timestamps:
(0:00) Introduction
(1:26) WW3 Averted
(6:33) Institutional Inflows and Treasury Plays
(8:44) Bitcoin and Altcoin Performance
(15:59) Crypto Innovations, Bitcoin DeFi & Yield Farming
(25:28) Crypto Sentiment vs Fundamentals
(33:45) Proof of Governance Over Staking Inflation
(44:32) HyperLiquid
(57:24) Reflections on Crypto Innovations
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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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.
Join Michale, Mike, Yano and Santi on stage and LIVE from PERMISSIONLESS IV as they break down crypto's breakout moment for this week's roundup!
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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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GEODNET is the world’s largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com]
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Get up to speed on the biggest stories in crypto each week. In five minutes. Get the Bitwise Weekly CIO Memo delivered directly to your inbox at bitwiseinvestments.com/ciomemo/empire
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Ledger, the global leader in digital asset security, proudly sponsors Expansion! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.Buy now on https://shop.ledger.com/?r=1da180a5de00.
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Citrea is the first zero-knowledge rollup to enhance the capabilities of Bitcoin blockspace and enable Bitcoin applications (apps). Citrea is optimistically verified by Bitcoin, offering the most Bitcoin-secured and native way to extend BTC’s utility to DeFi. Learn more about Citrea: https://citrea.xyz/?utm_source=bellcurve&utm_medium=podcast&utm_campaign=website_promo Follow Citrea on X/Twitter for the latest on its journey to mainnet: https://x.com/citrea_xyz
Chapters:
(00:00) Intro
(01:25) The Growth of Prediction Markets
(04:11) Polymarket vs Kalshi's Business Models
(09:32) Ads (Geodnet, Bitwise)
(11:08) Is Crypto Forming Its Own Mag 7?
(19:16) Ads (Geodnet, Bitwise)
(20:53) Global Capital Pools and the State of Venture
(30:21) Bitcoin Dominance Is Up Only
(36:21) Ads (Ledger, Citrea)
(37:52) Verifiable Apps and the Effectiveness of the DAO
(40:56) How to Play the Stablecoin Boom
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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.
