In this week's roundup, Jason and Santi dive into weird lack of euphoria on crypto twitter despite Bitcoin hitting $98K and analyze why the market dynamics feel different this cycle. They explore Trump's recent pro-crypto moves, including meetings with Coinbase's CEO, suggesting a shift in US crypto policy. They also break down the emerging AI agents narrative, debate the significance of MicroStrategy's latest Bitcoin purchases, and explain why stable coin adoption is severely underestimated. Thanks for tuning in!
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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.
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Timestamps:
00:00 Introduction
03:04 Euphoria or Destiny?
10:39 Building vs Trading
13:13 Portfolio for this Bull Market
18:37 Alt Season Dynamics
22:15 Fund Performance
30:48 Skale Ad
31:25 Cronos
32:23 Toku Ad
33:14 Magic Eden Ad
33:58 Ledger Ad
34:43 Stablecoin Legislation
44:02 Market Volume
48:28 MicroStrategy Trade
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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.
The Hivemind team unpacks MicroStrategy's leveraging of its premium to accumulate billions in Bitcoin. Yan discusses the sustainability of this strategy as BTC hits 95k and what this could imply for the wider market. Then the team explores how financialization of emerging AI agents may continue. To close out they discuss general market sentiment and their outlook and what tokens may perform the best. Thanks for tuning in!
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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?utm_source=podcasts
Follow Ceteris: https://twitter.com/ceterispar1bus
Follow Jose: https://x.com/ZeMariaMacedo
Follow Yan: https://x.com/YanLiberman
Follow Duncan: https://x.com/FloodCapital
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps:
00:00 Introduction
02:01 Saylor's BTC Buys
18:02 Bitcoin Dominance & Alt Season
22:08 AI Meta Over Hyped?
40:06 Increased CEX Listing Appetite
47:16 Was Murad Right?
54:33 Market Outlook
01:02:17 What to Buy?
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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.