Why DeepSeek Disrupted Markets & How Tokens Are The New GTM | Roundup

Jan 31, 2025

This discussion kicks off with DeepSeek's significant market disruption and NVIDIA's stock challenges. Insights into cryptocurrency regulations emerge, highlighting the Federal Reserve's moves toward banks supporting crypto. Founders are increasingly adopting tokens as a strategy, with personal portfolio adjustments shared. We also explore Kraken's innovative payment solutions, showcasing how traditional finance is beginning to embrace crypto tools. Discover how evolving dynamics in AI and market strategies are shaping the future of finance.

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INSIGHT

DeepSeek's Market Impact

DeepSeek's efficient AI model shook the market, impacting NVIDIA and tech stocks.
This highlights the gap between expected impact timing and actual realization in tech.

INSIGHT

DeepSeek's Efficiency

DeepSeek's achievement lies in engineering efficiency, not drastically lower costs.
Their model's performance is comparable to US models from 6-10 months prior, but cheaper to run.

ANECDOTE

Market Reaction and Investment

DeepSeek's model became the top app, surpassing ChatGPT and Gemini.
Jason bought NVIDIA after its 17% sell-off due to the DeepSeek news.

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On this week's Empire roundup, Jason and Santi kick off by diving into DeepSeek's market impact and NVIDIA's historic selloff. They then explore Powell's comments on banks serving crypto customers and break down why tech founders – from Vine to Venmo – are suddenly rushing to launch tokens as their go-to-market strategy. Plus: Santi shares his portfolio moves, Jason explains why traditional finance will embrace tokens, and a look at Kraken's innovative approach to crypto payments. Thanks for tuning in!

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Timestamps:

(0:00) Introduction

(1:07) DeepSeek's Market Impact

(19:33) DeepSeek's Innovation

(28:23) Geodnet Ad

(29:22) Uniswap Ad

(30:11) Santi's Portfolio Moves

(41:45) Ledger Ad

(42:29) Powell's Pro-Crypto Stance

(45:29) Tokens as a GTM

(54:40) Biggest Onchain Adopters

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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.