"The Delphi Digital Crew is back to dive into the current state of the crypto markets, exploring Bitcoin's recent price action and the potential impact of Trump's return to office. They then examine the evolving AI framework narrative in crypto, discussing why this sector could become a major bubble in 2025. The conversation shifts to an analysis of Bitcoin Layer 2 solutions and their potential, particularly with OPCAT on the horizon. Finally, the team discusess the changing dynamics of market sectors, from the decline of OG memecoins to the return of fundamental value-driven projects.
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Timestamps:
(0:00) Introduction
(2:09) Market Thoughts
(8:53) Crypto's AI Bubble
(17:27) Agent Token Moats
(24:08) Death of OG Memes?
(30:54) Return of Fundamentals
(43:19) Next Gen L2s & L3s
(46:35) BTC Dominance Top?
(54:24) Bitcoin L2 Viability
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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."
