NEW POD
Why retail can't win.
Featuring
@reganbozman
&
@MikeZajko
Timestamps:
(00:00) Who is Lattice Fund?
(01:55) Why is this Cycle Cooked?
(08:13) Why Can't Retail Make Money?
(15:27) Capped Market Upside
(19:46) Lattice's Approach
(25:30) Surviving this Cycle
(32:32)
Apple just launched a crypto wallet ๐
Is this game over for every other wallet?!
Hold up, no they didn't.
But what would happen if they did? wrong answers only
Polygon 2.0 has arrived.
Polygon co-founder
@sandeepnailwal
joins us to cover everything you need to know about 2.0:
- ZK-powered L2 chains
- POL Tokenomics
- 3 Governance Pillars
- BD Chain Narrative
- Polygon Business Model
1/ You're familiar with Cosmos AppChains, Ethereum L2s and Solana's global state... but what about Subnets?
Avalanche believes Subnets will scale while L2s fracture (liquidity/user experience)
New
@avalancheavax
episode with
@el33th4xor
and
@John1wu
! Links below ๐
New episode with
@kevinsekniqi
and
@_patrickogrady
breaks down the AVAX vision.
- Core
@avax
thesis
- Economics of subnets vs rollups
- Endgame of 10,000 subnets
- Why enterprises pick Avalanche
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USDC blacklisted several Ethereum accounts last week, freezing their token balances.
But aren't token transfers permissionless? Here's how they did it ๐งต ๐
Today's episode with
@CryptoHayes
&
@leptokurtic_
dives deep into the world of stablecoins & synthetic dollars.
They unpack:
-
@ethena_labs
USDe risks & design
- Navigating the synthetic dollar landscape
- The future of crypto yields
- Sectors to watch this bull market
Bitcoin miners are fighting to stay solvent
1. What happened?
2. How are miners responding?
3. Will they survive the bear market?
We explain everything in this thread ๐งต
NEW POD: Inside
@berachain
's Proof of Liquidity
@SmokeyTheBera
reveals how Berachain is aligning incentives & security like never before.
Timestamps๐
(00:00) Intro
(03:06) Berachain Origin Story
(11:08) Proof of Liquidity
(22:46) Journey of Berachain & Roadmap
(29:34) Why
Celestia just raised $55M in a bear market ๐
@CelestiaOrg
is building a modular data availability & consensus network.
What's that mean? Here's a breakdown ๐งต ๐
How much money do you think an artist makes for every 1M streams on Spotify?
Only $4K... and that assumes the artist owns 100% of the master, which they rarely do.
Could crypto be a solution to better monetization and innovation in the music industry? ๐งต ๐
Arbitrum now has a larger TVL than Solana ๐
And they're just getting started... Want to know what's next on Arbitrum's roadmap?
Tune in to today's episode on
@arbitrum
with
@sgoldfed
&
@rauljordaneth
to find out.
Spotify -
NEW POD: Unmasking
@ChainLinkGod
In this exclusive interview, Zach dives deep into his journey from anon to public figure and the future of
@chainlink
.
Timestamps ๐
(00:00) Why ChainlinkGod is DOXing
(03:31) The ChainlinkGod Origin Story
(13:42) Importance of Identity in
NEW EPISODE
@armaniferrante
unpacks what it takes to build
@Backpack
, crypto's next-gen CEX.
Timestamps
(00:00) Intro
(01:51) Anchor, MadLads, and Backpack
(04:04) Backpack's Exchange Thesis
(16:130 Exchanges in Japan
(34:51) The Future of Exchanges
(55:36) Why Solana
On this week's episode of Empire
@joemccann
dropped his $BONK thesis.
Here's why Joe believes $BONK is one of the most deeply integrated startups on
@solana
For the full episode hit the link in our bio!
1/ Policy and regulation are VITAL to crypto's future
That's why Empire just launched a new Policy Series with
@jchervinsky
and
@RebeccaRettig1
, and the first episode is now live!!
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Oh my, this roundup slaps...
@santiagoroel
and
@JasonYanowitz
discuss everything you need to know from this INSANE week:
- How did we get here?
- stETH fallout
- Celsius/3AC meltdown
- Contagion
- Is Santi buying?
- Will we go lower? and more
I even took notes for u fam๐
New episode with
@PacmanBlur
where we cover:
- what makes Blend unique
- refinancing auctions
- institutional liquidity providers
- what's next for
@blur_io
+ NFT markets
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1/ The most significant catalyst in crypto's history
@Travis_Kling
from
@Ikigai_fund
explains the impact of the ETH 2.0 merge in our latest episode. Warning, you might become an ETH bull ๐งต โ
New episode with
@jholguin
, the CEO of
@doodles
Doodles is a PFP project turned IP powerhouse that's building the Pixar of Web3
Tune in for a deep dive into their playbook on storytelling, community and tech!
Spotify:
YouTube:
New episode with
@caseykcaruso
&
@realDanielShorr
dissects:
- State of AI & productization
- Decentralized compute access
-
@ModulusLabs
at the Crypto & AI intersection
- Future of verifiable AI
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What is the secret behind Frax's "DeFi Trinity"?
@samkazemian
joins us to discuss:
- The DeFi Trinity
- Frax's Fed Deposit strategy
- Creating spot demand
- frxETH and sfrxETH
-
@fraxfinance
's new project (alpha) and more!
[links below]
NEW EP
This is how
@movementlabsxyz
&
@Aptos
are making security sexy again.
Featuring
@rushimanche
,
@neilhar_
, and
@santiagoroel
Timestamps:
(00:00) Introduction
(06:26) Why Aptos & Move Language
(19:18) Institutional Support
(29:00) Aptos Roadmap
(38:54) Onchain User
1/ Policy and regulation are VITAL to crypto's future
@jchervinsky
+
@RebeccaRettig1
are back for another Policy Series episode on:
- The SEC's overstep
- DC's sentiment
- The McHenry-Thompson Bill
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"you have the wealthiest country on the planet primed to understand bitcoin's value in a way that they have never been primed to understand it before"
New ๐ฅ episode with
@AviFelman
+
@jvb_xyz
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Here's an easy way to understand blockchains, hard forks (sup $ETH merge) and why decentralization matters.
I present you with a 10 IQ example ๐งต ๐
Talent is flooding into Web3
Tune in to our conversation with
@zorkary
(
@dragonfly_xyz
) and
@aharshner
(prev.
@polychain
) for this masterclass:
- The opportunity
- How to evaluate token compensation
- Top recruiting tactics
Spotify -
What happened to $UST? Are algo stablecoins dead?
@gametheorizing
and Mika cover everything you need to know in our latest episode. Tune in & subscribe ๐ค
๐บ YouTube:
๐ง Spotify:
๐ง Apple:
NEW POD
How ZK will shatter social media monopolies
Featuring
@StaniKulechov
&
@gluk64
Timestamps
(00:00) Lens Network Origin Story
(08:24) End Game Scalability is ZK
(21:18) ZK Landscape
(29:33) Aura Ad
(30:23) Avalanche Ad
(31:20) Skale Ad
(32:36) Crosschain is Matter Labs
NEW POD
Who is responsible for Low Float, High FDV?
@santiagoroel
&
@JasonYanowitz
share their thoughts.
Timestamps
(00:00) Yano's Fashion Advice
(06:07) Is this Cycle Different?
(13:39) Focusing a Portfolio
(17:42) Blockworks Podcast Thesis
(23:30) Crypto's SocialFi Era
1/ Kain Warwick is in the house
@kaiynne
covers:
- centralized insanity
- how to value defi projects
- crypto's infrastructure opportunity
- Ethereum,
@synthetix_io
and more!
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1/ New episode with
@avichal
+
@hosseeb
where we chat:
+ How their investment thesis has changed
+ Why TAM is useless
+ Value Accrual
+ What crypto got wrong
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NEW EP: The Perfect Crypto Portfolio
Featuring
@AviFelman
&
@roshunpatel
we unpack:
- Avi's "bearish" BTC outlook
- SOL & ETH catalysts
- Productive vs. unproductive assets
- Where are we in the cycle?
Timestamps:
(00:00) Introductiom
(04:28) Avi's Bearish Take
(09:41) Ro's
Imagine if a Web3 company built a brand and ecosystem like Nike...
STEPN is shooting its shot, and the plan includes DeFi, Web2 and IRL events. Can they pull it off?
New ๐ฅ episode with
@Stepnofficial
co-founder
@yawn_rong
"The biggest thing that has happened in crypto law"
@santiagoroel
dives into the landmark $XRP | SEC case with Chief Policy Officers
@RebeccaRettig1
and
@jchervinsky
in today's Policy Series Special
๐๏ธ
-
-
-
How will rollups decentralize their sequencer?
New episode with
@Jskybowen
+
@benafisch
from
@AstriaOrg
and
@EspressoSys
on:
- shared sequencers
- the economic tradeoffs
- cross-domain MEV and more
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New episode with
@_ilmoi
and
@0xrwu
unpacks:
- The
@tensor_hq
origin story
- An NFT marketplace designed for traders
- The Solana developer experience
- A financial stack for NFTs
- 2024 strategy
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1/ Infrastructure is the base layer of Web3 yet severely overlooked. I feel a new narrative starting...
Don't miss our conversation with
@JoeLallouz
from
@CoinbaseCloud
on:
- Blockchain infrastructure
- Low switching costs
- The staking derivatives market
- MEV and more
NEW POD
@jayendra_jog
joins us to dive into:
-
@SeiNetwork
's approach to scaling the EVM
- Future of monolithic vs. modular
- Balancing decentralization & performance
- Developer adoption and building killer dApps
Timestamps:
(00:00) Introduction
(02:20) Jay's Robinhood
1/ So nothing happened this week, right?
- Markets melting
- CeFi yields > DeFi
- Crypto's worst-case scenario
- SBF saves CeFi
- Solend + Bancor
Tune in to today's roundup for everything you need to know:
CC
@SBF_FTX
thoughts on this cover art?
Will All Financial Transactions Move On-Chain?
New episode with
@ErikVoorhees
where we discuss:
- Bitcoin's future
- On-chain maximalism
- The path to crypto adoption
- Regulation and more
1/ DraftKings
The sports betting company created its NFT marketplace via a partnership with Polygon. Draft Kings also runs its own validator node with around 55 million MATIC staked.
10/ If you enjoyed this thread hit the follow button and RT the first tweet below to spread the word ๐ค
Oh, and listen to the latest episode covering high-water marks here:
The internet made information global, cheap and permissionless.
Crypto leverages the internet and cryptography to provide these same attributes for finance ๐งต ๐
NEW POD
How do you value L1s, L2s, and crypto assets?
@KyleSamani
joined us to answer this.
Timestamps ๐
(00:00) Introduction
(02:43) Crypto as Commodities
(08:50) MEV Fee Stream for Networks
(18:53) L1 Token Valuation
(21:31) Updated Solana Thesis
(37:14) Fee Markets &
The Best, The Worst and Our Favorites of 2022
@JasonYanowitz
&
@santiagoroel
pull a Michael Scott by hosting this year's Annual Empire Awards
We cover our favorite project, worst investment, wildest predictions, favorite new habit, 2023 goals and more!
[links below]
6/ Now you can see why crypto funds might want to close shop in this recent market crash.
Stay open and profit $0 for returning 200% OR start a new fund and profit $200M for returning 200%
Crypto needs real-world use cases
That's why we brought on
@marek_
and
@RegenRene
from Celo to discuss how
@CeloOrg
is building for and already solving real-world use cases!
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What is
@BuildOnBase
doing to decentralize the sequencer?
@jessepollak
talks open neutrality commitments, decentralized sequencer grant, and on-boarding the next billion of users.
Onchain summer.
SBF has consumed enough of your attention
Refocus on markets, learning and evaluating the investment landscape. It's time to suit up.
@santiagoroel
&
@JasonYanowitz
provide exactly this in today's roundup. Insight after insight.
[links below]
Today's Empire features
@joemccann
laying out the Solana thesis:
- Why "only possible on Solana" is real
- Flow analysis for crypto recovery
- Edge cases for Solana
- SOL developer difference
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1/ Hedge funds and their GPs (general partners) make money in two ways:
Mgmt Fees = a ~2% fee on a fund's AUM (assets under management)
So for a $1B fund, GPs will make $20M in mgmt fees to pay for operating expenses, salaries, etc.
2023 Predictions
- Wallet Wars
- Centralized Exchange Market Share ๐
- Vertical Integration
- MEV is THE business model
- and so much more
Get off the couch, take a walk and catch our new episode with
@JasonYanowitz
@santiagoroel
@MarkYusko
@MikeIppolito_
[links below]
Crypto will securitize everything ๐คฏ
@wintonARK
, Director of Research at ARK Invest, joined today's Roundup. We discuss:
- The macro landscape
- ARK's investment thesis
- Uniswap's fee debate
- DAO governance and more
Links to the full episode ๐
How do you value crypto tokens?
We debate valuation frameworks, fundamentals vs flows, token buybacks vs distributions, protocol fees and more in today's crossover episode with
@thebellcurvepod
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NEW POD: Why Layer 3s are Inevitable
@sgoldfed
of
@OffchainLabs
joins us to unpack the state of L2s and the future of L3s.
Timestamps ๐
00:00 Introduction
01:52 L2 State of the Union
08:07 L2 vs L3
14:00 User Acquisition Methodology
18:30 Value Accrual of L3s m
24:20 App
NEW POD
@billbarX
joins us to unpack what went wrong with crypto lending and how to fix fix it.
Timestamps
(0:00) Introduction
(1:15) Why Crypto Banks Blew Up
(14:48) SMA Model Standard
(17:38) Smart Contract Risk
(20:07) DeFi Platform Selection & Yield
(23:59) Future of
"I missed DeFi summer because I wasn't a citizen during the winter"
All-star panel from Permissionless with
@draecomino
@hosseeb
@soona
@EvgenyGaevoy
and John Calabrese
Tune in & subscribe:
New episode with
@hosseeb
&
@tomhschmidt
just dropped! Turn off the price charts and turn up the volume for this one ๐ง
- The VC landscape
- DAO debt financing
- The end of airdrops
- Changing meta
- What L1 to build on
- Market outlook
Tune in:
Is FTX's implosion the end or a new beginning for Solana?
@aeyakovenko
and
@bennybitcoins
discuss
@solana
's ties with SBF & FTX, the collateral damage, Solana's roadmap and more in today's pod!
Spotify:
YouTube:
๐จ LIVESTREAM ๐จ
Binance just acquired FTX! I never thought I'd type those words...
Join our live stream now to find out what happened and what to expect next!
Live stream:
Starbucks Rewards is the most successful loyalty program in history
The architect of this program,
@adambrotman
, is now all-in on Web3...
Adam explains what every crypto OG gets wrong about NFTs + why every company will have an NFT strategy in today's episode ๐ [links below]
Did you miss our pod with Justin Sun? We ask
@justinsuntron
about:
-
@trondao
's vision
- Tether's falling market share
- his yield farming strategy
- crypto's outlook and more
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Optimism Just Changed The Game
We have the best weekly roundup in crypto, and I'm not biased. Don't miss today's episode on:
-
@optimismPBC
$OP airdrop & governance
- Layer 2 value accrual vs $ETH
- BAYC Insta hack
- equity vs token value
- algo stables, and more
BIG announcement from our sponsor
@carbondefixyz
๐ฅ
They just launched a spicy trading strategy competition that's live until July 11th - check out the details on their site to play!
Here's the link:
New episode with defi OG
@rleshner
We discuss:
- if the defi mullet is dead
- the giant RWA opportunity
- appchains
- overblown defi narratives
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How will history look back on today? Is it possible we are already in the NEXT Renaissance?
An amazing conversation with historian+entrepreneur+investor
@JoshuaRosenthal
Tune In:
+ notes included below, fam
9/ Expect to see a few funds take huge risks, collapse due to insolvency or slowly shut down as investors ask for redemptions.
But maybe, just maybe, the worst is over.