Empire Hivemind: Crypto's Leverage Hangover, Hyperliquid's Resurgance & What's Next for Markets?
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Oct 30, 2025 This week, the team dives into the crypto market's recovery from the October leverage unwind. They explore comparisons to the dot-com bubble and discuss Zcash's impressive performance. There's a look at Hyperliquid's resurgence, highlighting its trading advantages. The hosts also analyze new token sales and their impacts on liquidity, along with the market's shift towards revenue-generating tokens. Finally, insights on Galaxy's significant exchangeable note deal and ETHZilla's share buyback strategy round out a captivating conversation.
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Pick Chains By Architecture And Token Use
- Choose between MegaETH and Monad based on architecture and token utility rather than hype alone.
- Ceteris says he prefers Monad's centralized L1 model but acknowledges MegaETH's token uses like sequencer rotation.
Ecosystem Growth Requires Real Apps
- New L1/L2 launches can succeed only if they attract real apps and users rather than just token speculation.
- Jan and Ceteris hope MegaETH and Monad drive app growth to concretely bring users on‑chain.
Gaming Relauches Can Drive Renewed Traction
- Gaming/metaverse relaunches can still attract users and metrics even after long prelaunch periods.
- Duncan cites Hytopia's relaunch growth as an example of renewed traction for crypto gaming.