Empire

Avi, a bearish crypto market analyst, and Ro, a crypto venture investor, discuss the current market cycle, Solana IOUs auction, Ethereum ETF catalyst, and portfolio construction. They share their 12-month price predictions for BTC, ETH, and SOL. Topics include assets like Eigen Layer, Bitcoin DeFi, and distinctive investment strategies in private and liquid markets.

Crypto asset valuation expert Kyle Samani joins the hosts to discuss valuing L1 and L2 crypto assets. They explore MEV as the primary value accrual mechanism, challenges in standardizing valuations across blockchain architectures, evolving fee market designs, and the costs and benefits of token airdrops. The conversation also touches on Altcoin investments, user experience in crypto transactions, IBC, Wormhole, EVM standards, the evolution of fee markets, analysis of crypto assets and MEV, and token airdrop strategies.

Experts Brandon Curtis & Myles O'Neil discuss restaking on Ethereum, comparing LRTs and AVSs, yield strategies, user preferences, collaboration challenges, operator constraints, revenue challenges, and blockchain scaling solutions. They explore the dynamics of LRTs and LSTs, collateral types in the AVS and Eigen Lair market, and the early stages of re-staking in the market.

CoinFund's co-founders Jake Brukhman and Seth Ginns discuss their investment philosophy, current crypto market cycle, intersection of AI and crypto, and importance of decentralization in AI development. They delve into the challenges and opportunities of liquid token investments, evolution of blockchain technology, and potential scenarios for the crypto supercycle.

This podcast delves into the current state of crypto post-flash crash, questioning if the 2024 halving will drive bullish momentum. Topics cover promising crypto use cases like Ondo, Hyperliquid & Ethena. Insightful discussions on Bitcoin struggles, meme coin strategy, and the impact of geopolitical tensions on market dynamics.

Steven Goldfeder, Co-founder at Offchain Labs, discusses the benefits of Layer 3 blockchains, fraud proofs in security, and Arbitrum's community-driven development. Topics include DeFi's future, composability, and abstracting blockchain complexity for users.

Podcast covers Uniswap's Wells notice from SEC, Bitcoin halving price predictions, launch of Karak restaking protocol, BlackRock tokenizing treasuries on Ethereum. Also discussed: legal challenges in crypto, professionalism in industry, cross-chain transfers, BTC performance analysis, DeFi strategies, and marathon goals.

Matt and Amine from Arch Network discuss bringing smart contracts to Bitcoin through Taproot upgrade and Ordinals, using UTXO model, ZKVM, and PoS verifier network. They explore trade-offs in scalability, cost, and security, parallel transaction execution, and future of DeFi on Bitcoin and Ethereum. The episode also covers smart contract tooling, developer experience, and engagement with Arch Network.

In this episode, Jason and Santi discuss the debate around Layer 3 solutions in crypto, the risks of current Layer 2 platforms, opportunities in crypto public markets, and the potential of prediction markets. They also touch on the launch of new crypto investment platforms Bid Club and Echo, and talk about the latest developments in the crypto space like the Wormhole and Ethena airdrop.

This podcast discusses the Ethereum vs Solana debate, the need for a catalyst for Ethereum, the potential return of retail investors, the Wormhole Airdrop, value accrual in the crypto cycle, NFTs, buying dips and taking profits, and analyzing where we are in the current market cycle.