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Crypto's Euphoria, Mass Stablecoin Adoption, and What Santi's Buying | Roundup
56分42秒
11-22
Episode Summary
Voice Summary:
0:00:00

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.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts


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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.

Next Episode
Hivemind: Saylor's MSTR Premium Playbook & Financializing AI Agents

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!

- -

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.

1时06分26秒 2024-11-23
Host
Empire 名片
Single Episode:129
11-22