Empire

Doug Colkitt, a crypto market analyst with extensive knowledge in liquidation mechanics, joins to dissect the recent crypto market crash. He explains how leverage buildup and delta-neutral strategies led to record liquidations, and discusses the role of auto-deleveraging (ADL) in managing risk. Doug highlights the differences in insurance funds across platforms and dives into the complex dynamics of market liquidity during stress. Listeners gain insights into the factors that influenced this chaos and what builders can learn from the event.

Discover the implications of Polymarket's $2B deal with ICE and its influence on prediction markets. Delve into the evolving world of stablecoins as the duopoly erodes, and explore who might rise to lead. The hosts also consider whether it’s the season for BNB, examining recent activity and competition among chains. Plus, tune in for insights on potential breakout consumer crypto apps and the future of tokenization in equities. Get ready for an engaging discussion packed with insights!

Christian Angermayer, a seasoned entrepreneur and investor, dives into the intersection of technology and psychedelics. He shares insights from his journey through the European debt crisis and highlights Europe's struggle in the AI race. Angermayer predicts a job revolution sparked by AI and robotics, emphasizing the need for societal adaptation. He also discusses his innovative pursuits in biotech and why psychedelics could ease the transition into this new era. With five key investment themes, he aims to reshape the future of mental health and human longevity.

Mike Dudas, founder of Six Man Ventures, dives into the future of crypto investing. With insights from his extensive experience, he discusses why the market isn't at its peak yet, emphasizing on-chain growth and stablecoin expansion. Dudas showcases his successful investments like Pump and Plasma, and critiques the evolving token launch structures. He highlights the emotional value of NFTs and shares his thoughts on Solana's momentum and upcoming opportunities in the crypto space. A fascinating conversation about the dynamic world of crypto!

Duncan from Flood Capital, an early-stage investor known for his keen insights, and Yan Liberman from Delphi Ventures, a macro market guru, dive into the recovering crypto landscape. They analyze the concerning low volumes in SOL DAT amidst leverage risks and discuss Tether's eye-popping $500B valuation. The duo explores the competitive DEX wars, Hyperliquid’s market position, and the implications of tokenizing real-world assets, all revealing the ongoing dynamic shifts in the crypto market. Grab insights as they dissect fundraising strategies and market hopes.

Jordi Alexander, founder of Selene Capital and a savvy crypto investor, shares his insights on the current market cycle from the Origin Summit. He discusses the challenges of DAT season, warning that retail interest is waning and projects must adapt. Jordi highlights the rise of Perp DEXs and the dynamics of token farming versus holding. He also expresses optimism about the resurgence of AI in Web3, suggesting new opportunities ahead. Listeners gain practical advice on navigating this evolving landscape with a cautious approach.

Mike Novogratz, founder and CEO of Galaxy, shares his journey from macro trader to crypto innovator. He discusses how the decline of trust in institutions is fueling crypto communities, likening their fervor to mini-religions. Delving into economic forecasts, he critiques Fed policies and explores AI's dual impact on jobs and productivity. He addresses Galaxy's strategic data center initiative, emphasizing risk management in investing. With insights on diversifying assets—Bitcoin, gold, and Chinese equities—Novogratz provides a compelling look at the future of finance.

This week, the hosts dive into the frothy crypto markets, discussing liquidation cascades and the potential cycle top. Tether's ambitious plan to raise $20B at a staggering $500B valuation raises eyebrows. They compare Aster's new launch against Hyperliquid's advantages in execution and trading dynamics. Get insights on upcoming crypto IPOs and why overlooked traditional businesses might be better bets. Plus, they touch on new token launches and discuss Cloudflare’s entry into the stablecoin space.

In this engaging discussion, Dan Morehead, Founder of Pantera Capital and an early Bitcoin investor, shares his insights on the crypto landscape. He reflects on his entry into Bitcoin in 2013 and the challenges of early investing. Dan delves into macroeconomic factors influencing crypto markets, the significance of Bitcoin as a reserve asset, and the ongoing four-year cycle. He also champions Solana, citing its user growth and developer ecosystem as key indicators of future success. Dan’s perspective offers a compelling look at what could lie ahead for cryptocurrency.

The hosts explore the evolving landscape of media with a focus on live streaming and creator economics. They tackle the current market outlook, weighing macro uncertainties against positive crypto adoption trends. A deep dive into Plasma's remarkable success showcases its unique potential. The conversation also covers intriguing rumors about a potential Base token and the strategic implications for Coinbase amidst the backdrop of established exchange tokens. Get ready for a mix of insightful predictions and market analysis!