Empire Hivemind: Crypto Feels Stuck, BTC DeFi & Ditching Staking
Jun 26, 2025
The discussion dives into why the crypto market feels stagnant despite rising prices, offering insights into real-world asset narratives and the rise of on-chain credit markets. Listeners will find an exploration of new token launches and critiques of the trend towards 'real yield.' The team highlights the successes of Ethena and Pendle, shedding light on the evolution of crypto. Additionally, the podcast examines Bitcoin's yield farming against diversified investment strategies, and the emerging concept of proof of governance over traditional staking.
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Strong Institutional Bitcoin Demand
- Institutional inflows into Bitcoin ETFs and treasury plays are surging towards nine-figure daily inflows.
- This signals strong real buying activity, potentially setting the stage for breaking all-time highs soon.
BTC Yield Farming Strategy
- Consider focusing on Bitcoin yield farming to capture steady returns despite smart contract risks.
- Spreading BTC yield across multiple chains like Base and Solana can diversify risk and enhance earnings.
Proof-of-Governance Blockchain Model
- Proof-of-governance challenges the need for staking inflation by focusing on validator selection over token staking.
- Validators earn revenue by supporting the network but no liquid staking tokens are created, burning all revenue.