Empire

Blockworks
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Aug 1, 2023 • 1h 18min

Why VC is Dumb Money, OpenSea Token, and The NFT Comeback | Nick Tomaino

In today's episode, Nick Tomaino, GP of 1confirmation, joins Santiago and Jason. They dive into why the Next Gen L1 Thesis is wrong, Opensea token launch, VC issues, and his thesis for NFTs moving forward. - -Follow Nick Tomaino: https://twitter.com/NTmoneyFollow Jason: https://twitter.com/JasonYanowitzFollow Santiago: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Check out Carbon today at https://www.carbondefi.xyz/. - -Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Why Crypto VC is Dumb Money(08:06) Narrative Investing(17:48) The Key to VC Success(23:10) Bull Case for Prediction Markets(31:40) Carbon Ad(32:59) Permissionless (34:24) The NFT Thesis(44:19) NTS & RWAs(49:02) NFT Fractionalization(54:52) The Future of Open Sea(01:00:04) Coinbase and Wallstreet(01:04:15) Timeline for Mainstream Adoption(01:12:25) 2024 US Election Outlook- -ResourcesPolymarkethttps://polymarket.com/https://twitter.com/PolymarketThe Scapegoat by Rene Girardhttps://www.amazon.com/Scapegoat-Ren- -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.
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Jul 28, 2023 • 1h 9min

Centralized Builders Bull Case, Bear Market Conference, zkEVM Problems | EthCC Reflection

In today's episode Dan and Sam are joined by host of Bell Curve Podcast & Blockworks Co-Founder Michael and Blockworks research analyst Matt. The team dives into their key takeaways of the EthCC and converse on zkEVM problems, the bull case for centralization, scaling solutions, interoperability, and much more!- -Follow 0xResearch on YouTube: https://bit.ly/3foDS38Subscribe to 0xResearch on Apple: https://apple.co/3SNhUEtSubscribe to 0xResearch on Spotify: https://spoti.fi/3NlP1hA- -Follow Michael: https://twitter.com/MikeIppolito_Follow Sam: https://twitter.com/swmartin19Follow Dan: https://twitter.com/smyyguyFollow Matt: https://twitter.com/MattFiebachFollow Blockworks Research: https://twitter.com/blockworksresSubscribe on YouTube: https://bit.ly/3foDS38Subscribe on Apple: https://apple.co/3SNhUEtSubscribe on Spotify: https://spoti.fi/3NlP1hAGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ --Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesAlex Blania Interviewspoti.fi/3BuCzabhttps://apple.co/3W94QN6 https://youtu.be/ImPvUOwFR68McHenry Bill Derailinghttps://blockworks.co/news/house-stablecoin-markupVitalik Buterin - A history of account abstractionhttps://www.youtube.com/watch?v=iLf8qpOmxQcLayerZerohttps://layerzero.network/—Timestamps:(00:00) Introduction(02:27) EthCC Vibe Check(09:30) Discussions on zkEVM Problems(15:11) Takeaways for Interoperability(23:52) The Bull Case for Centralized Builders(39:49) Enshrining Eigen Layer in Ethereum Protocol(46:21) Are Scaling Solutions Too Much?(55:01) Lido Bribe Mechanism(59:45) Web2 at EthCC(01:01:55) Permissionless Discount(01:03:19) What Does Institutional Adoption Look Like?- -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.
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5 snips
Jul 25, 2023 • 1h 17min

Will AI Agents Use Crypto? | Qiao Wang

In today's episode, Jason is joined by Qiao Wang, Partner at Alliance DAO. They start today's episode by sentiment checking the market, reflecting on the current building landscape, and the types of founders and projects currently raising funds. They wrap up the show by diving into the intersection of Crypto & AI, decentralizing AI, and consumer crypto AI products. - -Follow Qiao Wang: https://twitter.com/QwQiaoFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Check out Carbon today at https://www.carbondefi.xyz/. - -Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -Timestamps:(00:00) Bear Market Sentiment Check(08:23) The Stages of a Bear Market(13:19) What Buildoors are Building(18:50) What Layer has the Buildoors?(21:55) Types of Founders(29:44) Characteristics of a Successful Founder(33:47) Where Web3 Innovation is(37:03) Permissionless ad(38:28) Carbon ad(39:47) Is AI on the Gartner Hype Cycle?(43:07) The Intersection of AI(50:06) Decentralizing AI(59:41) Is There a Crypto Element for AI?(01:05:43) Consumer Crypto & AI Products- -ResourcesAlliance DAOhttps://twitter.com/alliancedao - -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.
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Jul 21, 2023 • 1h 22min

Chainlink CCIP Bomb, UniswapX, & Synthetix upgrades explained | Roundup

In today's episode special edition cross-over episode Jason and Santi are joined by Michael, Co-founder at Framework Ventures and Co-host of the Bell Curve podcast. They cover EthCC Account Abstraction takeaways, Infinex, UniswapX, Chainlink CCIP & LayerZero, the VC landscape and MUCH much more. - -This episode is brought to you by Kwenta, the premier derivatives trading platform on Optimism that offers deep liquidity, low fees and up to 50x leverage across 24+ assets. Go to Kwenta.io and start trading today!-- This episode is brought to you buy Thales. Thales is an innovative digital options platform on Arbitrum and Optimism that gets you exposure to crypto assets in the simplest way possible. As simple as choosing UP or DOWN! Experience the simplicity and power of Thales by visiting: https://thalesmarket.io/?mtm_campaign=blockworks- -Follow Santi: https://twitter.com/santiagoroelFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesUniswapXhttps://twitter.com/Uniswap/status/1680955621343129600Infinexhttps://twitter.com/DefiantNews/status/1679838219201028097Chainlink CCIPhttps://twitter.com/chainlink/status/1680970793331613697Celo Move to L1https://blockworks.co/news/celo-return-home-ethereum-- (00:00) EthCC(03:46) Account Abstraction & Crypto UX(06:48) Infinex: The CEX Killer?(10:25) UniswapX Release(17:19) Chainlink CCIP(27:43) LayerZero vs Chainlink(31:04) Policy Episode Takeaways(36:23) Thales(37:19) Kwenta(38:15) CoinDesk Acquired(41:25) Sequoia Shakes Up Crypto Arm(48:24) Crypto VC Competitive Landscape(52:16) Crypto VC Strategies & Investment Practices(01:03:13) Most Important Factor for L1s(01:12:43) Celo Transition to Ethereum L2—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.
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Jul 20, 2023 • 38min

The Bear Case for Risk Assets | 1000x

In today's episode of 1000x, Avi & Jonah explore the bear case despite the XRP rally. Also discussed are the impact of XRP versus ETF news, Ripple effect on Alt Market, the multi-chain thesis, on-chain RWAs, and much more!We'll drop a new 1000x episode on Empire's RSS feed and the 1000x YouTube channel every two weeks. Hit the links below and give us a follow!- -Timestamps:(00:00) Introduction(02:17) Market Sentiment Check-in(06:40) Market Insights From News(12:18) Impact of XRP vs ETF News(17:19) Ripple Effect on Alt Market(22:18) Is Multi-chain the Future?(26:35) Are Useful On-chain RWAs Here?(32:19) The Bear Case for Risk Assets- -Follow Avi: https://twitter.com/AviFelmanFollow Jonah: https://twitter.com/jvb_xyzFollow 1000x: https://twitter.com/1000xPodSubscribe on YouTube: https://bit.ly/3FuSarXSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -Resources:XRP (Ripple) Case Newshttps://blockworks.co/news/traders-profit-cautious-markets-rippleFigure Technologies (RWAs On-Chain)https://twitter.com/Figure- -Disclaimer: Nothing said on 1000x 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. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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Jul 20, 2023 • 1h 7min

Policy Series: The Ripple Effect | Rebecca Rettig, Jake Chervinsky

Join Santi and guests Rebeca Rettig and Jake Chervinsky in today's special Policy Series episode as they discuss the landmark Ripple case and its monumental impact. Explore the implications for future legislation, token sales practices, decentralization & governance, and get updates on MiCA & EU regulations. - -Timestamps:(00:00) Introduction(01:24) Landmark Ripple Case(14:00) Verdict Impact on Industry Financing(19:08) What's Next for Ripple Case?(24:35) Influence on Future Legislation(28:36) Token Sales in Practice(38:31) Decentralization & Governance(48:57) Digital Asset Market Structure Proposal(56:25) Updates on MiCA & EU(01:01:18) Call Your Representatives(01:09:02) Futures Curve(01:15:07) Recession Risk- -Follow Rebecca: https://twitter.com/RebeccaRettig1Follow Jake: https://twitter.com/jchervinskyFollow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -This episode is brought to you by Chainalysis. Chainalysis is the blockchain data platform. We provide data, software, services, and research to government agencies, web3 companies, financial institutions, and insurance and cybersecurity companies. Our data powers investigation, compliance, and business intelligence software that has been used to solve some of the world’s most high-profile criminal cases. For more information, visit www.Chainalysis.com/empire.- -Resources Crypto Usecasesthevaluedrop.io The Blockchain Associationhttps://theblockchainassociation.org/https://twitter.com/BlockchainAssn- - 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.
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Jul 18, 2023 • 51min

Pudgy Penguins Path to Legacy Brand & IP Powerhouse | Luca Netz

In today's episode, Jason is joined by Luca Netz, CEO of Pudgy Penguins, to discuss his journey, Pudgy Penguins' business model, IP Houses, Brand Licensing, and Pudgy Penguins future. - -Follow Luca Netz: https://twitter.com/LucaNetzFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Check out Carbon today at https://www.carbondefi.xyz/. - -This episode is brought to you by Synthetix. This episode is brought to you by Synthetix. Synthetix Perps is the most efficient decentralized perpetual futures engine, with 5/10 bp fees and up to 25x leverage. With a growing list of over 20 tradable markets, Synthetix Perps are available on Optimism via Kwenta.io and Polynomial.fi, with more coming soon! As a permissionless liquidity layer, Synthetix makes it easy for any protocol to integrate perps and earn 5%-10% of trade fees.- -Timestamps:(00:00) Who is Luca Netz?(04:35) Buying Pudgy Penguins(10:47) Pudgy Penguins' Business Model(25:16) Pudgy Penguins as an IP House(31:44) Carbon Ad(33:03) Synthetix Ad(34:43) Monetization & NFT Bear Markets(38:22) Confidence In NFT Projects(44:23) The Future of Pudgy Penguins- -ResourcesPudgy Penguinshttps://twitter.com/pudgypenguinshttps://www.pudgypenguins.com/- -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.
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Jul 17, 2023 • 1h 22min

The Reboot | Uncommon Core 2.0 with Hasu and Jon Charbonneau

Listen to the reboot of Uncommon Core featuring Hasu and Jon Charbonneau, two of the brightest minds in crypto. They discuss Jon's journey into crypto, the writing process, crypto infrastructure, rollup decentralization, and the prospects of Proof of Stake (POS). They also explore the challenges and benefits of coordinating a unified strategy among different chains in the roll-up ecosystem.
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Jul 14, 2023 • 54min

Landmark Ripple & SEC Case: XRP Not a Security (maybe) | Roundup

In today's episode, Jason and Santiago dive into Ripples landmark victory over the SEC, Celsius CEO's arrest, the first smart contract exploit criminal case, On-chain RWAs, and Coinbase's Wallet-to-wallet messaging.--Follow Santi: https://twitter.com/santiagoroelFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -This episode is brought to you by QuickNode.QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!--Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023- -ResourcesSolana Hackerhttps://cointelegraph.com/news/new-york-prosecutor-charges-hacker-over-exploit-of-solana-dexSEC Ripple LawsuitRipple DeterminationCelsius CRO Noteshttps://twitter.com/tier10k/status/1679486245754535936?s=20--Timestamps:(00:00) Federal Judge Sides with Ripple(17:09) Alex Mashinsky Charged with Fraud(20:41) First Ever Smart Contract Exploit Criminal Case(24:12) Patek Philippe NFT & RWAs On-Chain(37:20) Quicknode ad(39:09) Permissionless ad(40:34) Coinbase Wallet-to-wallet Messaging(46:10) Google Play to Earn Crypto--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.
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Jul 11, 2023 • 60min

Superstate: Unlocking On-Chain RWAs | Rob Leshner

In today's episode, Jason is joined by Rob Leshner, former founder of Compound, to discuss his newly created venture Superstate. We cover the challenges & impacts of bringing RWAs on-chain, the go-to-market strategy and competitive landscape for Superstate, and the upcoming battleground for stablecoins. - -Timestamps:(00:00) What is Superstate(08:06) Challenges of bringing RWAs on-chain(18:27) Impact of Trad Assets on Crypto(28:52) Quicknode ad(30:39) Carbon Ad(32:18) Superstate Raise & Competitive Landscape(38:07) Legal Challenges of Superstate GTM(41:24) Taking on Stablecoins & Token Model(47:48) Exploring On-Chain KYC(51:31) Business Model & Founding a Company- -Follow Rob Leshner: https://twitter.com/rleshnerFollow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -This episode is brought to you by Carbon. Carbon is a new DEX on Ethereum that makes concentrated liquidity easy. LPs can automate their liquidity strategy with custom on-chain limit and range orders: all from a beautiful UI. Don't miss out on Carbon's "ROI Trading Competition" that's live until July 11! Here’s how to play:Click this Carbon link: https://bit.ly/43Vo2ABCreate a new Carbon strategy Boom. You're eligible to win USDC rewards based on the performance of your strategy- -This episode is brought to you by QuickNode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!- - ResourcesSuperstate Websitehttps://superstate.co/ https://twitter.com/superstatefunds- -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.

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