Empire

Blockworks
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Mar 13, 2023 • 57min

Signature Bank's Demise: Who's Next? | Joseph Wang

Signature and Silicon Valley Bank have collapsed. In this breaking news episode, hosts Jason Yanowitz and Jack Farley interview Joseph Wang to discuss the banking system failures and what to expect next. Joseph dives deep into the risk both banks took by not hedging interest rate risk, how this could have been avoided and whether other banks are in a similar position?We then discuss if the Fed's Bank Term Funding Program was the right move? To hear all this and more, you'll have to tune!- -Follow Joseph: https://twitter.com/FedGuy12Follow Jack: https://twitter.com/JackFarley96Follow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodFollow Forward Guidance: https://twitter.com/ForwardGuidanceSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!- -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.
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Mar 10, 2023 • 60min

Silvergate Liquidates, Coinbase Innovates [Again] | Roundup

In today's episode of Empire, we start with Jason's big takeaways from ETH Denver. What was the vibe? What innovations are on the horizon? And most interesting, what crypto sector was conspicuously missing from the conversation?We then discuss Silvergate's unwind, Coinbase's wallet announcement (bullish), Amazon NFT rumors, MakerDAO's 1.25B treasury proposal and more!- -Timestamps: (00:00) Introduction(02:33) ETH Denver Takeaways(09:15) Silvergate Unwinds(21:06) Coinbase's WaaS Announcement(28:49) Amazon NFT Rumors(33:07) Public.com(34:29) GBTC & Legal Wins for Crypto(40:24) MakerDAO Proposal to Buy $1.25B US Treasuries(44:04) Bitcoin Innovations(51:44) Predictions: Hong Kong, Bitcoin stablecoins, Coinbase- -Follow Santi: https://twitter.com/santiagoroelFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -ResourcesSilvergate Twitter threadhttps://twitter.com/ramahluwalia/status/1633669035924529152Empire episode with Eric Petershttps://spoti.fi/3yqRcddEmpire episode with Rebecca Rettighttps://spoti.fi/3ynCF1ZEmpire episode with Muneeb Ali (Ordinals/Stacks)https://spoti.fi/3L6xXgBMakerDAO US Treasury proposalhttps://bit.ly/3T4oqbF- - 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.
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Mar 6, 2023 • 1h 3min

Dan Matuszewski's (CMS) Trading Playbook

In this episode of Empire, we are joined by one of crypto's best traders: Dan Matuszewski. Dan is the founder of CMS, a crypto OG and a prolific trader/investor. We discuss upcoming catalysts, the Coinbase trade, punting on L1s vs L2s, lending markets, what it's like managing a crypto fund and more. This is one of my favorite conversations that you won't want to miss!- -Timestamps:(00:00) Introduction(00:35) Surviving FTX(08:52) Market update and upcoming catalysts(15:41) The industry is starved for action(17:40) Deploying in private vs public markets(21:50) Trading macro(23:43) Is the lending market dead?(27:02) Base and the Coinbase trade(31:30) Punting L1s vs L2s(34:10) Regulation(41:25) Anything under a $50M fund doesn’t make sense(44:11) Blockworks Research(45:45) Anything under a $50M fund doesn’t make sense(49:16) Fund sentiment, LSD trade and inefficient markets- -Follow Dan: https://twitter.com/cmsholdingsFollow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesCMS Peary on LSDshttps://cmsholdings.substack.com/p/lsds-rocketpoolhttps://twitter.com/cmspearyCMS Internhttps://twitter.com/cmsintern- -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.
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Mar 3, 2023 • 42min

Ordinals Will Spark Bitcoin's Application Era | Muneeb Ali

In this episode of Empire, Muneeb Ali, the founder of Stacks, joins us to discuss Bitcoin's sudden transformation. Until the last two months, Bitcoin was (perceived as) simply a store of value, a religion. However, Ordinals, a Bitcoin NFT project, has redirected the spotlight to Bitcoin’s underlying tech and utility - a technology that can support NFTs, DeFi and more. Muneeb provides his unique insights in this eye-opening episode!- -Timestamps:(00:00) Introduction(00:53) Bitcoin is a technology, not a religion(06:43) Building apps on Bitcoin(12:36) Has Ordinals transformed Bitcoin’s future?(24:42) Stacks and Bitcoin DeFi(29:30) Blockworks Research(31:04) Stacks and Bitcoin DeFi(35:57) What will Bitcoin look like in 12 months?- -Follow Muneeb: https://twitter.com/muneebFollow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesEmpire's first-ever episode (with Muneeb)https://tinyurl.com/4vnbxwkzStackshttps://www.stacks.co/- -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.
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Feb 27, 2023 • 1h 15min

Liquid Staking: The Battle for Liquidity | cbETH, Rocketpool

In this episode of Empire, Darren Langley (Rocketpool) and John Zettler (Coinbase) join us to discuss why liquid staking is taking over Ethereum. We start with the LSD landscape, how cbETH and Rocketpool approach product strategy, and Lido's dominance. Then we get into the real fun stuff. Darren and John explain the 2/3rd order effects of the Shanghai upgrade, how to drive on-chain liquidity, the evolving fee market and more. Liquid staking is poised to take over Ethereum - don’t miss out!- -Timestamps:(00:00) Introduction(01:45) The LSD market overview(13:34) Rocketpool’s focus on decentralization(16:44) Lido’s dominance(19:59) Coinbase’s partnership with Rocketpool(24:41) Shanghai predictions(33:55) Blockworks Research(40:55) A reshuffling of market share?(46:18) Driving on-chain liquidity(50:08) Fee markets and multi chain(57:00) Future outlook(1:02:44) Regulation(1:08:48) LSDs on L2s- -Follow John: https://twitter.com/JohnZettlerFollow Darren: https://twitter.com/langerstwitFollow Jason: https://twitter.com/JasonYanowitzFollow Mike: https://twitter.com/MikeIppolito_Follow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcescbETHhttps://help.coinbase.com/en/coinbase/trading-and-funding/staking-rewards/cbethRocket Poolhttps://rocketpool.net/https://twitter.com/Rocket_PoolEthereum staking distribution dashboardhttps://dune.com/hildobby/eth2-staking- -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.
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Feb 24, 2023 • 1h 1min

Coinbase’s Secret Master Plan | Roundup

In today's episode of Empire, we discuss Coinbase's journey to become the default gateway to crypto with their new L2. Jason and Santi delve into Coinbase's secret master plan, the impact of Base on Arbitrum and Optimism and the current state of on-chain creativity. Warning: we are bullish.We also cover the recent layoffs and reorgs at Polygon, the closure of Galois Capital, a new CBDC proposal and the misleading claims about Top Shot. Don't miss this episode, where we cover the top stories of the week!- -Timestamps:(00:00) Introduction(00:53) On-chain creativity is at an all-time high(07:04) Coinbase’s secret master plan(39:28) Blockworks Research(41:02) Trouble at Polygon?(46:18) Security is the #1 priority(50:02) Galois Capital shuts down(53:37) Arbitrum, CBDCs and Top Shot- -Follow Santi: https://twitter.com/santiagoroelFollow Jason: https://twitter.com/JasonYanowitzFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -ResourcesThe Myth of The Infrastructure Phasehttps://www.usv.com/writing/2018/10/the-myth-of-the-infrastructure-phase/Empire's Base interviewhttps://spoti.fi/3KGUIauThe Coinbase Secret Master Planhttps://www.coinbase.com/blog/the-coinbase-secret-master-planEmpire's Cosmos interviewhttps://spoti.fi/41y0xgK- - 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.
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Feb 23, 2023 • 1h 3min

NEWS: Coinbase launches L2

Breaking News: Coinbase is launching an L2 on Ethereum called Base!Jesse and Will from Coinbase join us to discuss the news and paradigm shift for Coinbase. We explore why Coinbase is building Base, how Coinbase chose to use the OP tech stack, Base's value proposition, how Coinbase thinks about "competition" building on Base, if Base will have a token and more!--Timestamps:(00:00) Introduction(00:45) Base: Coinbase’s on-chain journey(05:02) Why build Base?(10:10) Leveraging the OP stack(19:10) Why now?(24:41) Base’s value proposition(35:27) Controlling the stack(41:10) Will Base have a token?(44:05) Building a bridge, not an island(46:54) What will Coinbase build on Base?(51:05) What is Base’s business model?(54:34) A culture shift and the on-chain future- -Follow Jesse: https://twitter.com/jessepollakFollow Will: https://twitter.com/willrobinson23Follow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesThe Coinbase Secret Master Planhttps://www.coinbase.com/blog/the-coinbase-secret-master-plan- -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.
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Feb 21, 2023 • 1h 3min

Blur Founder: Why Optimizing for Creators is a Bad Strategy

In this episode of Empire, Pacman (Blur's founder) joins Jason and Santi to discuss how Blur, an NFT marketplace for professional traders, has revolutionized the NFT market. We discuss Blur's business strategy, vertical vs horizontal markets, the creator royalty debate, Blur vs OpenSea and more! This is one of my favorite episodes yet - Pacman is a giga brain.- -Timestamps:(00:00) Introduction(00:50) Blur’s Unique Design and NFT Strategy(09:23) Incentivizing Liquidity vs Volume(21:30) Blockworks Research(23:05) Thoughts on Uniswap's NFT Strategy(31:40) OpenSea’s Response to Blur(40:30) Blur’s Airdrop Strategy(47:55) Navigating Regulations(49:30) Creator Royalties(56:00) Blur’s Market Unlock- -Follow Pacman: https://twitter.com/PacmanBlurFollow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesBlurhttps://blur.io/https://twitter.com/BlurCrypto- -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.
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Feb 17, 2023 • 1h 8min

Gary Swings at Crypto, While BLUR Soars | Roundup

In today’s episode of Empire, we start with a deep regulatory discussion with Kristin Smith and Rebecca Rettig to explore Gary's attack on crypto. We cover the SEC's attack against Kraken and BUSD, tokens as securities, market implications, what to expect next and more!Santi and Jason co-pilot the last 25 minutes to discuss Blur's airdrop, the battle for NFT market share, the L2 wars and Flashbots' new MEV-Share product. This episode covers everything you need to know from this wild week!- -Timestamps:(00:00) Introduction(02:55) An attack on Stablecoins?(06:34) Kraken and staking services(10:22) Why is Gary gunning for crypto?(14:09) The Implications and path forward(27:37) What if tokens were deemed securities?(32:30) Blockworks Research (34:05) How should crypto companies respond?(40:22) Regulation segment recap(51:25) Blur's airdrop, OpenSea losing market share(59:10) L2 Wars, Flashbots MEV-Share, Sushi Studios- -Follow Santi: https://twitter.com/santiagoroelFollow Jason: https://twitter.com/JasonYanowitzFollow Kristin: https://twitter.com/KMSmithDCFollow Rebecca: https://twitter.com/RebeccaRettig1Follow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ - -ResourcesBlockchain Associationhttps://twitter.com/BlockchainAssnPolygonhttps://twitter.com/0xPolygonEmpire podcast with Rebecca Rettig and Jake Chervinskyhttps://spoti.fi/3YTMfohFlasbots MEV-Share articlehttp://bit.ly/3S7g9TOCategorizing different zk implementations (a Twitter thread)https://twitter.com/pseudotheos/status/1622698514475061252?s=20- - 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.
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Feb 13, 2023 • 1h 9min

Every Brand Will Have A Web3 Strategy | Camilla McFarland, Avery Akkineni

In this episode of Empire, Camilla McFarland and Avery Akkineni discuss how the world's biggest brands will leverage Web3. Nike, Starbucks, Gucci and many others are already starting to build in crypto, and soon, every brand will have a Web3 strategy. Camilla and Avery explore how brands can leverage Web3 to build customer loyalty, customize user experiences and cater to a digitally-native community. This is one of my favorite episodes yet - it's stable stakes for anyone looking to build or grow a brand!- -Timestamps:(00:00) Introduction(00:36) Defining the Web3 opportunity(09:15) Why will brands embrace Web3?(28:50) Blockworks Research(30:21) How will brands participate?(42:39) How NFTs enable tailored user experiences(48:22) The Tech Stack: EVM dominance(1:05:06) The 5 to 10 year vision- -Follow Camilla: https://twitter.com/camillionaire_mFollow Avery: https://twitter.com/avery_akkineniFollow Jason: https://twitter.com/JasonYanowitzFollow Santi: https://twitter.com/santiagoroelFollow Empire: https://twitter.com/theempirepodSubscribe on YouTube: https://tinyurl.com/4fdhhb2jSubscribe on Apple: https://tinyurl.com/mv4frfv7Subscribe on Spotify: https://tinyurl.com/wbaypprwGet top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/- -ResourcesVanyer3https://vayner3.com/Mojitohttps://mojito.xyz/- -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.

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