Felix, a macro analyst and podcast host at Blockworks, shares insights from the recent Permissionless IV conference. He discusses Bitcoin's significant role in shaping the crypto landscape and emerging trends in altcoins that mimic traditional equity structures. The conversation delves into the challenges of stablecoins amidst rising global debt and how legacy firms like Robinhood are influencing decentralized finance. Felix emphasizes the importance of a blended approach between centralized and decentralized systems for success in today's fast-evolving market.
38:56
forum Ask episode
web_stories AI Snips
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
insights INSIGHT
Rise of Token Acquisition Companies
Token acquisition companies, especially Bitcoin treasuries, are gaining momentum and have huge growth potential.
This trend will continue globally due to market inefficiencies and Bitcoin's unique tax advantages.
insights INSIGHT
Token Acquisition Market Just Starting
The token acquisition market is far from peaking; expect complex bundles and ETFs based on these tokens.
The crypto industry is just starting to explore this capital market innovation.
insights INSIGHT
Crypto Cycles Repeat Successful Models
Crypto cycles replicate themes by copying successful models many times over.
Current months show this with prediction markets, trading bots, and launchpads increasing rapidly.
Get the Snipd Podcast app to discover more snips from this episode
This week, we're excited to share with our community a bonus episode which recaps PERMISSIONLESS IV, which just took place this past week in Brooklyn, NY. While Santi and Jason are not in this episode, the episode does feature some of the biggest names in the Blockworks podcast family and we hope you enjoy all the alpha!
--
Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
--
Follow Boccaccio: https://x.com/salveboccaccio
Follow Danny: https://x.com/defi_kay_
Follow Rizzo: https://x.com/pete_rizzo_
Follow Felix: https://x.com/fejau_inc
Follow Jack: https://x.com/whosknave
Follow Empire: https://twitter.com/theempirepod
--
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees.
SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Ledger, the global leader in digital asset security, proudly sponsors Expansion! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now, and build confidently, knowing your BTC, ETH, SOL, and more are safe.
Buy now on https://shop.ledger.com/?r=1da180a5de00.
--
Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit https://www.ledn.io to learn more.
--
Chapters:
00:00 Intro
01:21 Permissionless IV Takeaways
07:21 Big Industry Narrartives & Themes
12:24 Ads (Katana)
13:28 Stablecoins’ Future
19:05 Macro Outlook
22:08 Ads (Katana)
23:12 Big Tech Overloads
31:03 Predictions We Made That Were Wrong
—
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.
Empire 