Forum
Finance
Specials
On-chain Eco
Entry
Podcasts
Activities
This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the current state of markets, why Coinbase called off their BVNK acquisition, Uniswap's fee switch proposal, Monad's ICO, the bursting of the DAT bubble & more. Enjoy!
--
Follow Rob: https://x.com/HadickM
Follow Santi: https://x.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
--
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
--
Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century.
Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
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]
--
This Empire episode is brought to you by VanEck.
Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE
An investment in the Fund involves a substantial risk and is not suitable for all investors.
It is possible to lose your entire principal investment.
The Fund may invest nearly all of its net assets in either Digital Transformation Companies
and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities
directly.
Digital asset instruments may be subject to risks associated with investing in digital
asset exchange-traded products (“ETPs”), which include the historical extreme volatility
of the digital asset and cryptocurrency market, as well as less regulation and thus fewer
investor protections, as these ETPs are not investment companies registered under the
Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of
the Commodity Exchange Act (“CEA”).
Investing involves substantial risk and high volatility, including possible loss of principal.
Visit vaneck.com to read and consider the prospectus, containing the investment
objective, risks, and fees of the fund, carefully before investing.
--
(00:00) Intro
(01:37) State of The Market
(06:48) Coinbase Calls Off Their $2B Acquisition of BVNK
(13:40) Ads (Zcash, Katana)
(14:52) J.P Morgan (JPMD) Launches On Base
(27:40) Uniswap's Fee Switch Proposal
(37:22) Ads (Zcash, Katana)
(38:34) Monad's ICO
(55:40) Ads (Geodnet, VanEck)
(57:14) Bursting of The DAT Bubble
(01:07:36) What Happened With Hyperliquid & Popcat?
(01:16:40) Content of The Week
--
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.
This week, Santi joined Jonah & Avi on the 1000x podcast to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and clearer cash-flow stories, and why the next era of winners will be real applications, not infrastructure. Enjoy!
–
Go follow the new 1000x feed to keep up to date with all new episodes!
Spotify: https://bit.ly/4676Sob
Apple: https://bit.ly/4etlBMd
–
Follow Santi: https://x.com/santiagoroel
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod.
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
--
Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century.
Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
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
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'.
--
Timestamps:
(01:11) Crypto’s Valuation Problem
(04:41) Crypto vs the Stock Market
(07:55) Crypto’s Valuation Problem Cont.
(12:49) Ads (Zcash, Katana)
(14:03) Is This Time Different?
(18:19) Valuations vs Active Users
(21:33) Future of Blockchain
(25:12) Bitcoin vs Crypto
(29:07) Crypto Needs Cash Flows
(32:24) Ads (Zcash, Katana)
(33:38) Underwriting New Chains
(40:52) Western Union Thesis
(43:58) Equity vs Token Holders
(46:30) The Future of Blockchain Investments
(49:46) Missing the Forest for the Trees
(54:06) Ads (mantle)
(55:05) Still Bullish Bitcoin
(59:20) Institutional Interest in Crypto
(01:05:26) Final Thoughts
--
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.
