This week, the Hivemind team dives into the recent market pullback and whether it’s time to be bullish again. We explore the future of Ethena & USDe, why Galaxy Digital’s massive data center play may be the sleeper AI bet, Hyperliquid’s regulatory risk and future upside with HIP-3 & 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) Market Too Frothy?
(7:10) Are There Reasons to be Bullish?
(13:21) Ethena & USDe
(21:05) Galaxy Bull Thesis
(32:07) Bonk/Pump.Fun Update
(38:15) Hyperliquid Still A Buy?
(49:51) Regulation & Bullish SEC Speech
(52:59) Hyperliquid Regulation
(55:01) Crypto’s Institutional Wet Dream
(56:45) Crypto IPO Outlook
(59:57) Base Token Incoming?
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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.
Happy Friday! This week we livestreamed our Roundup and Yano, Santi and Rob got right into the topics of the week - DATs keep on keeping on, Coinbase’s convertible notes, Kraken and other upcoming crypto IPOs, Roman Storm’s guilty verdict, crypto and 401Ks, stablecoin growth continues, ChatGPT 5 launches and content recommendations.
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Start your day with crypto news, analysis and data from Katherine Ross.
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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.
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"Mantle is pioneering ""Blockchain for Banking"" as a revolutionary new category that sits at the intersection of TradFi and web3.
Key elements for Mantle as the ""Blockchain for Banking"":
- Transactions posted to the blockchain
- Compatibility with TradFi rails
- Integrated DeFi features
UR, built by Mantle, is the first real-world example: an on-chain money app offering Swiss IBANs and unified access to fiat (EUR, CHF, USD, RMB) and crypto — bringing crypto into everyday finance.
Mantle Network, the access layer — transforms Mantle Network into a purpose-built vertical platform — the blockchain for banking — that enables financial services on-chain. Mantle leads the establishment of Blockchain for Banking as the next frontier.
Follow Mantle on X (@Mantle_Official) for the latest updates on Mantle as the 'Blockchain for Banking'."
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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
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Timestamps:
(03:11) DATs State Of The Union
(12:45) Coinbase Convertible Notes
(27:16) Ads (Geodnet, Bitwise)
(28:44) Kraken IPO
(37:46) Upcoming IPOs
(39:39) Roman Storm Guilty
(48:55) Crypto + 401ks
(52:28) Ads (Geodnet, Bitwise)
(53:49) Ads (Mantle,Citrea)
(55:27) Ripple Acquisition
(57:16) Stablecoins Growth
(01:13:15) Content Recs + ChatGPT 5
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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.