Empire

Topics discussed in this podcast include the recent ETH comeback trade, picking potential winners in the crypto cycle, finding the next big trade, the impact of regulatory changes in DC, the debate between picking winners vs losers in the market, and the influence of figures like Elon Musk and Trump on crypto trends.

In this podcast, Santi and Yano discuss market cycles, social finance apps like Fantasy and Pump Dot Fun, high FDV tokens, VCs in the industry, Coinbase and Solana trades, and WIF's potential in the Solana ecosystem. They explore celebrities in crypto, hard work types, and success factors. They also touch on Bitcoin price predictions, EVM scalability challenges, bull market phases, and market behavior predictions.

Jayendra Jog, Co-founder of Sei Labs, discusses Sei's supercharged EVM strategy, addressing decentralization vs. efficiency tradeoffs, importance of quick product shipping, and insights from Robinhood experience. Topics include GameStop saga, building strong teams, and the upcoming V2 launch. They explore EVM advantages, decentralization in crypto projects, and innovation in crypto communities.

Crypto expert Quinn Thompson joins Jason to discuss the potential Ethereum ETF approval, US politics impact on crypto, market movements, ETH/BTC dynamics, NFTs, stablecoins, and regulatory shifts. They delve into ETF implications on crypto assets, regulatory clarity calls, Mantle air drops, election speculations, investment strategies, and market conditions in the crypto space.

Kain Warwick, Founder of Infinex, emphasizes balancing innovation with simplicity in crypto projects. He discusses pitfalls of overcomplicating, token launches, incentive design, and regulatory challenges. Warwick stresses the importance of empirical evidence and adapting to the evolving crypto landscape.

Anand and Niraj discuss the convergence of AI and crypto, decentralized AI's potential, BitTensor and Io Net projects, blockchain data in AI systems, and AI agents driving onchain transaction volume. They also cover decentralized GPU services, online safety in crypto, rituals impact, and decentralized AI challenging centralized monopolies

Blockworks' Senior Reporter Casey Wagner joins Santi and Jason to discuss the bipartisan SAB-121 vote, the $25M MEV exploit, GameStop's resurgence, Pump.Fun drama, valuing L1/L2 blockchains, insights from DBA's research day, and favorite youtube comments. The conversation covers political dynamics, crypto exploits, innovative technologies, margin finance, revenue streams in blockchain, and value creation in the Ethereum ecosystem.

Exploring whether it's time to be bullish or bearish in the market, analyzing Bitcoin vs Gold ETFs, discussing meme coins and the return of Roaring Kitty, and diving into the ETH ETF decision. The podcast provides insights on market volatility, retail investor demand, and strategic investment advice amidst inflation concerns.

Arthur Cheong of DeFianceCapital and Sean Lippel of Fintech Collective discuss challenges in token launches, valuing crypto assets, and high-conviction bets for the market cycle. They highlight the need for better alignment of incentives, the implications of high valuations, and the dynamics of token launches that affect retail investors. The podcast also explores innovative NFT gaming, meme coin potential, and strategic valuation metrics for liquid staking protocols.

Discussing market cycles, social finance apps, high FDV tokens, Coinbase and Solana trades, WIF's performance, and the future of the industry. Exploring the impact of breakout consumer apps on blockchain ecosystems, token fundraising models, and investment strategies in crypto markets. Featuring insights on recent activities in New York, personal preferences, and fashion insights.