This week, Pranav Kanade joins the show to discuss the current state of markets. We deep dive into how Pranav finds alpha in crypto, Mamdani's win in NY, have we topped, are L1s overpriced, why the hot money is in AI & more. Enjoy!
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Follow Pranav: https://x.com/vaneckpk
Follow Santi: https://x.com/santiagoroel
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Follow Empire: https://twitter.com/theempirepod
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(00:00) Intro
(02:49) The Opportunity For Tokenization
(10:27) Mamdani Wins In NY
(27:35) Finding Alpha In Crypto
(32:05) Ads (Zcash, Katana)
(33:17) Are L1s Overpriced?
(36:18) Can People Actually Outperform BTC?
(45:32) Have We Topped?
(49:47) The Hot Money Is In AI
(59:08) Ads (Zcash, Katana)
(01:00:21) Can Crypto Ever Get To 100m+ Active Users?
(01:12:42) Content of The Week
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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.
