Empire

In this episode of Empire, we are joined by Amy Oldenburg and Andrew Peel from Morgan Stanley to discuss how the banking crises will impact crypto's adoption. We start by exploring how far the banking crises will go, the similarities between today and 2008, and the market outlook. Amy and Andrew then explain how crypto is prime for adoption in a world that desperately needs new banking rails and an alternative store of value. We discuss institutional adoption, ETH vs BTC, why BTC just had its most important rally and more!- -Follow Amy: https://www.linkedin.com/in/amy-oldenburg-395b09Follow Andrew: https://twitter.com/andrewlpeelFollow 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 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!- -ResourcesMorgan Stanleyhttps://www.morganstanley.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.

Crypto's timeline keeps getting more surreal and the SEC just added fuel to the fire by issuing a Wells Notice to Coinbase. In this episode, we explore the implications for Coinbase, BTC's opportunity and why crypto isn't going anywhere. This podcast will make you sweat it's so hotWe then discuss Arbitrum's airdrop, the wild Euler x Ronin hacker story, DeFi Llama drama and more. Tune in for this epic episode!- -Timestamps:(00:00) Introduction(03:38) Coinbase receives SEC Wells Notice(18:20) BTC’s path to mass adoption(30:00) Self-custody, regulation & crypto’s staying power(50:20) Abritrum’s airdrop(50:29) Blockworks Research(56:55) Wild Euler x Ronin hacker story(1:00:35) DeFi Llama Drama(1:03:37) Sushi subpoena, Do Kwon and Justin Sun- -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/- -ResourcesBell Curve podcasthttps://spoti.fi/42uqCxHBlockworks' Grantfarmhttps://blockworks.co/grantfarmArbitrum Airdrop dashboard by Blockworks Researchhttps://dune.com/blockworks_research/arb-airdrop- -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.

In this episode of Empire, Avi Felman and Jonah Van Bourg explain how macro and banking turmoil has ignited a market paradigm shift. Funds will be hunting for the assets that will perform well in this new paradigm, and it won't be bonds... Tune in as we discuss BTC's prime moment, why supply is the story of 2023, BTC vs ETH, the USDC depeg and more. If you listen to one Empire episode this year, this is it!- -Timestamps:(00:00) Introduction(01:06) The market is consistently wrong(07:24) A new paradigm and BTC's opportunity(27:14) Bitcoin vs ETH vs Alts(35:34) Quicknode(37:19) The implications of USDC's depeg(38:05) What other trades are you watching?(45:27) Expected sources of leverage in the next cycle- -Follow Jonah: https://twitter.com/jvb_xyzFollow Avi: https://twitter.com/AviFelmanFollow 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 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!- -ResourcesGoldenTreehttps://www.goldentree.com/Cumberlandhttps://cumberland.io/- -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.

In this episode of Empire, we are joined by Steven Goldfeder and Harry Kalodner to discuss all things Arbitrum. We start with Coinbase's decision to leverage the OP Stack, where the "modular vision" falls apart and Arbitrum's core vision.We then ask about Arbitrum's token strategy, which leads to a unique conversation around decentralized sequencers and MEV. Steven and Harry explain the design philosophy of Abritrum and how innovations like Styles (Rust is coming to Arbitrum) will onboard the next million developers!Note: This episode was recorded prior to the ARB token and Orbit L3 announcement- -Follow Steven: https://twitter.com/sgoldfedFollow Harry: https://twitter.com/hkalodnerFollow 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/- -ResourcesArbitrumhttps://arbitrum.io/https://twitter.com/arbitrum- -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.

Arbitrum just announced the $ARB token airdrop and their new L3 solution called Orbit! The L2 wars are now in full force. Tune in as we deep dive into Arbitrum's token and L3 strategy with Steven Goldfeder and Harry Kalodner!PS: We are dropping a second Arbitrum episode this afternoon that covers fraud proofs, decentralizing sequencers, value capture and more. These are two banger episodes. Don't miss out!- -Follow Steven: https://twitter.com/sgoldfedFollow Harry: https://twitter.com/hkalodnerFollow 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/- -ResourcesArbitrumhttps://arbitrum.io/https://twitter.com/arbitrum- -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.

Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discuss the banking system failures and what to expect next. Joseph dives deep into the risk both banks took by not hedging interest rate risk, how this could have been avoided and whether other banks are in a similar position?We then discuss if the Fed's Bank Term Funding Program was the right move? To hear all this and more, you'll have to tune!- -Follow Joseph: https://twitter.com/FedGuy12Follow Jack: https://twitter.com/JackFarley96Follow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodFollow Forward Guidance: https://twitter.com/ForwardGuidanceSubscribe 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!- -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.

In today's episode of Empire, we start with Jason's big takeaways from ETH Denver. What was the vibe? What innovations are on the horizon? And most interesting, what crypto sector was conspicuously missing from the conversation?We then discuss Silvergate's unwind, Coinbase's wallet announcement (bullish), Amazon NFT rumors, MakerDAO's 1.25B treasury proposal and more!- -Timestamps: (00:00) Introduction(02:33) ETH Denver Takeaways(09:15) Silvergate Unwinds(21:06) Coinbase's WaaS Announcement(28:49) Amazon NFT Rumors(33:07) Public.com(34:29) GBTC & Legal Wins for Crypto(40:24) MakerDAO Proposal to Buy $1.25B US Treasuries(44:04) Bitcoin Innovations(51:44) Predictions: Hong Kong, Bitcoin stablecoins, Coinbase- -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/ - -ResourcesSilvergate Twitter threadhttps://twitter.com/ramahluwalia/status/1633669035924529152Empire episode with Eric Petershttps://spoti.fi/3yqRcddEmpire episode with Rebecca Rettighttps://spoti.fi/3ynCF1ZEmpire episode with Muneeb Ali (Ordinals/Stacks)https://spoti.fi/3L6xXgBMakerDAO US Treasury proposalhttps://bit.ly/3T4oqbF- - 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.

In this episode of Empire, we are joined by one of crypto's best traders: Dan Matuszewski. Dan is the founder of CMS, a crypto OG and a prolific trader/investor. We discuss upcoming catalysts, the Coinbase trade, punting on L1s vs L2s, lending markets, what it's like managing a crypto fund and more. This is one of my favorite conversations that you won't want to miss!- -Timestamps:(00:00) Introduction(00:35) Surviving FTX(08:52) Market update and upcoming catalysts(15:41) The industry is starved for action(17:40) Deploying in private vs public markets(21:50) Trading macro(23:43) Is the lending market dead?(27:02) Base and the Coinbase trade(31:30) Punting L1s vs L2s(34:10) Regulation(41:25) Anything under a $50M fund doesn’t make sense(44:11) Blockworks Research(45:45) Anything under a $50M fund doesn’t make sense(49:16) Fund sentiment, LSD trade and inefficient markets- -Follow Dan: https://twitter.com/cmsholdingsFollow 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/- -ResourcesCMS Peary on LSDshttps://cmsholdings.substack.com/p/lsds-rocketpoolhttps://twitter.com/cmspearyCMS Internhttps://twitter.com/cmsintern- -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.

In this episode of Empire, Muneeb Ali, the founder of Stacks, joins us to discuss Bitcoin's sudden transformation. Until the last two months, Bitcoin was (perceived as) simply a store of value, a religion. However, Ordinals, a Bitcoin NFT project, has redirected the spotlight to Bitcoin’s underlying tech and utility - a technology that can support NFTs, DeFi and more. Muneeb provides his unique insights in this eye-opening episode!- -Timestamps:(00:00) Introduction(00:53) Bitcoin is a technology, not a religion(06:43) Building apps on Bitcoin(12:36) Has Ordinals transformed Bitcoin’s future?(24:42) Stacks and Bitcoin DeFi(29:30) Blockworks Research(31:04) Stacks and Bitcoin DeFi(35:57) What will Bitcoin look like in 12 months?- -Follow Muneeb: https://twitter.com/muneebFollow 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/- -ResourcesEmpire's first-ever episode (with Muneeb)https://tinyurl.com/4vnbxwkzStackshttps://www.stacks.co/- -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.

In this episode of Empire, Darren Langley (Rocketpool) and John Zettler (Coinbase) join us to discuss why liquid staking is taking over Ethereum. We start with the LSD landscape, how cbETH and Rocketpool approach product strategy, and Lido's dominance. Then we get into the real fun stuff. Darren and John explain the 2/3rd order effects of the Shanghai upgrade, how to drive on-chain liquidity, the evolving fee market and more. Liquid staking is poised to take over Ethereum - don’t miss out!- -Timestamps:(00:00) Introduction(01:45) The LSD market overview(13:34) Rocketpool’s focus on decentralization(16:44) Lido’s dominance(19:59) Coinbase’s partnership with Rocketpool(24:41) Shanghai predictions(33:55) Blockworks Research(40:55) A reshuffling of market share?(46:18) Driving on-chain liquidity(50:08) Fee markets and multi chain(57:00) Future outlook(1:02:44) Regulation(1:08:48) LSDs on L2s- -Follow John: https://twitter.com/JohnZettlerFollow Darren: https://twitter.com/langerstwitFollow Jason: https://twitter.com/JasonYanowitzFollow Mike: https://twitter.com/MikeIppolito_Follow 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/- -ResourcescbETHhttps://help.coinbase.com/en/coinbase/trading-and-funding/staking-rewards/cbethRocket Poolhttps://rocketpool.net/https://twitter.com/Rocket_PoolEthereum staking distribution dashboardhttps://dune.com/hildobby/eth2-staking- -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.