Podcasts about bull case

Arun Sundaram with CFRA says there's plenty of upside for Chewy (CHWY) despite Wednesday's post-earnings sell-off. He attributes the selling action to "in line" profit, even though Arun considers its top line growth "exceptional" as its customer base expands. His bull case rides on long-term growth prospects, along with investor-friendly initiatives like share buybacks. Tom White offers example options trades for Chewy.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode of The Defiant Podcast, we sit down with Joseph Onorati, CEO of DeFi Development Corp, the second-largest Solana treasury company. Joseph shares the journey of transforming DeFi Development Corp into a Solana-focused treasury powerhouse, their innovative yield strategies, and why Solana's volatility and native yield make it a compelling treasury asset. We also dive into the broader case for crypto treasury companies, the risks and rewards of staking strategies, and the future of Solana in the blockchain ecosystem. Plus, Joseph shares his bold prediction: Solana flipping Ethereum by market cap. Tune in for a deep dive into the intersection of DeFi, treasury management, and the Solana ecosystem.Chapters00:00:00 Why Solana as a Treasury Asset?00:00:41 Volatility, Convertible Debt, and Cost of Capital00:01:20 Introducing Joseph and DeFi Development Corp00:02:10 The Evolution of DeFi Development Corp00:03:56 Staking, Validators, and Yield Strategies00:05:40 Breaking Down Solana Yield Strategies00:10:10 Risks in Staking and Looping Strategies00:12:03 The Case for Crypto Treasury Companies00:15:03 Solana Per Share Growth and Fundraising Flywheels00:20:02 Challenges with NAV Premium Compression00:27:16 Solana's Market Share in Treasury Companies00:30:00 ETFs and Their Impact on Crypto Treasuries00:36:01 The Future of Public Market Crypto Instruments00:46:14 Risks and Controversies in Crypto Treasuries00:54:16 Locked Solana and OTC Markets01:06:15 DeFi Development Corp's Treasury Accelerator Program01:08:09 Bull Case for Solana and Price Predictions

"Electricity will run the economy moving forward," says Rob Thummel, who sees a 75% increase in electricity demand from now through 2050. A.I. lies at the center of that exponential demand, and Rob believes the U.S. needs to invest more in electricity producers and infrastructure to maintain A.I. leadership. He talks about how companies like Constellation Energy (CEG) and Vistra (VST) are seen as key players and how renewables like nuclear and solar fit into the picture.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Vom hässlichen Entlein zum schönen Schwan. So oder so ähnlich lässt sich die Transformation zusammenfassen, die Ethereum in diesem Jahr hingelegt hat. Bei Solana sieht es ähnlich aus, nur eben andersherum. Trotzdem braut sich bei beiden gerade ein Narrativ zusammen, das Ether weiter beflügeln und Solana zum Comeback verhelfen könnte. Wie genau das aussieht, diskutieren Julius Nagel und Florian Adomeit in dieser Folge von Alles Coin, Nichts Muss. Abseits davon haben die beiden wie immer jede Menge News im Gepäck: Google stellt eine eigene Blockchain vor, ein Trader sackt dank dicker Finger ein Vermögen ein und löst damit Chaos bei Hyperliquid aus. Hat trotzdem nicht verhindert, dass der Token ein neues Allzeithoch erreicht. Warum? Hört ihr in der Folge.

It's not the largest cybersecurity firm in the space, but SentinelOne (S) showed promise through its earnings beat and guidance raise. George Tsilis talks about how the company is a rising player for smaller businesses seeking to boost their cybersecurity. He also talks about renewed bullish optimism from Wall Street analysts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Nvidia's data center demand disappointed for the second quarter in a row, but Truist is looking at the long-term. Robert Primus, a member of the regulator examining the mega- merger between Union Pacific and Norfolk Southern, and one of the latest officials the White House has tried to fire, joins with his plans to fight back. Plus, will the Trump administration's closure of a key shipping loophole mean the end of super-cheap goods from China?

Investors will get their latest read on the cybersecurity space through CrowdStrike's (CRWD) earnings after Wednesday's close. Marley Kayden notes headwinds facing the stock: from stretched valuations to expected decelerating growth. However, she points to analyst commentary that cites "compelling" execution and strong long-term bull cases.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Todd Stankiewicz turns to corners of the market he thinks investors should watch. One of the biggest: energy, specifically the nuclear power space. He sees nuclear companies powering A.I. infrastructure's exponential need for electricity. Todd explains telehealth's role in giving healthcare its next leg higher and his deregulation bull case on aerospace.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Ripple just won big — the SEC lawsuit is finally over! In this episode, we break down the bullish case for XRP, including why a $10 target might be closer than you think. Don't miss the full breakdown of Ripple's future, XRP's price trajectory, and what this means for crypto investors. Subscribe for daily crypto insights!

This week, the Hivemind team dives into the recent market pullback and whether it's time to be bullish again. We explore the future of Ethena & USDe, why Galaxy Digital's massive data center play may be the sleeper AI bet, Hyperliquid's regulatory risk and future upside with HIP-3 & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire  -- Follow Jason: https://x.com/3xLiquidated   Follow Jose: https://x.com/ZeMariaMacedo  Follow Yan: https://x.com/YanLiberman  Follow Duncan: https://x.com/FloodCapital  Follow Empire: https://x.com/theempirepod  Subscribe on YouTube: https://bit.ly/4jYEkBx  Subscribe on Apple: https://bit.ly/3ECSmJ3  Subscribe on Spotify: https://bit.ly/4hzy9lH  -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  -- Timestamps: (0:00) Market Too Frothy? (7:10) Are There Reasons to be Bullish? (13:21) Ethena & USDe (21:05) Galaxy Bull Thesis (32:07) Bonk/Pump.Fun Update (38:15) Hyperliquid Still A Buy? (49:51) Regulation & Bullish SEC Speech (52:59) Hyperliquid Regulation (55:01) Crypto's Institutional Wet Dream (56:45) Crypto IPO Outlook (59:57) Base Token Incoming? -- 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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Petri Redelinghuys of Herenya Capital Advisors shares whether he remains bullish on gold and mining stocks – and which he prefers. Mpact CEO Bruce Strong unpacks the company's results: solid performance from the paper division, challenges in plastics, and cost savings from solar PV power generation. Bastian Teichgreeber, CIO at Prescient Investment Management, discusses the potential global inflation impact of Trump's tariffs kicking in on 7 August – and whether it's cause for concern.

Gm! This week, Duncan and Matt join Yano to dive into Galaxy's unique business model and how it's perfectly positioned for the AI, crypto and datacenter narratives as we move into the future.  -- Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information.  Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks  Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Rittenhouse Research: https://x.com/RHouseResearch Follow Duncan: https://x.com/FloodCapital Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Timestamps: (0:00) Introduction (2:33) Unpacking Galaxy (6:37) Bitcoin Mining (14:05) Crypto Business (16:05) Arkham Ad (16:30) Galaxy's Products (23:41) Goldman Sachs' Valuation (30:57) Data Center Business (41:37) Arkham Ad (42:18) Galaxy's Business Evolution (51:46) Economics Explored (59:13) Data Center Developments (1:11:12) Challenges (1:24:01) GLXY Stock Analysis -- 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.

Gm! This week, Duncan and Matt join Yano to dive into Galaxy the day before their quarterly earnings drop. In this episode, Duncan and Matt dive into Galaxy's unique business model and how it's perfectly positioned for the AI, crypto and datacenter narratives and how this will propel GLXY stock, as we move into the future.  -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Follow Rittenhouse Research: https://x.com/RHouseResearch Follow Duncan: https://x.com/FloodCapital Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork -- Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users. Pre-deposit now: Earn high APRs with Turtle Club [https://app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates] -- Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.Visit https://www.ledn.io to learn more. -- Chapters: (02:32) Unpacking Galaxy (06:35) Bitcoin Mining (14:01) Crypto Business (16:02) Ads (Skale, Katana) (17:32) Galaxy's Products (24:43) Goldman Sachs' Valuation (31:58) Data Center Business (42:39) Ads (Skale, Katana) (44:10) Galaxy's Business Evolution (53:40) Economics Explored (01:01:06) Data Center Developments (01:13:05) Ads (LEDN) (01:14:06) Challenges (01:26:55) GLXY Stock Analysis — 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.

With the summer season well underway, Greg Friedman is bullish on hotel and travel stocks. He believes there's favoritism toward some companies that investors may not realize unless they look under the surface. Greg breaks down the trends he sees to explain why optimism is high for companies like Hyatt (H), Hilton (HLT), and Airbnb (ABNB).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Crypto's murky market making practices are finally getting sunlight. We sit down with Coinwatch co-founders Matt Jobbe and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail. Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto. ------

Markets are digesting how to trade in what James Demmert calls a "new world order" focused on government policy change. While James sees foreign markets outperforming the U.S., he expects the SPX to hit 6,800 by year's end. The A.I. revolution is the main driver behind his bull thesis and labels GE Vernova (GEV), Palantir (PLTR), and Nvidia (NVDA) playing central roles in it.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

More advertisers are taking notice of Reddit (RDDT). LikeFolio's data shows the company has seen nearly a 330% increase in ad manager visits year-over-year. Megan Brantley says A.I. poses a challenge to search companies similar to Reddit, though she believes the ways advertisers can use the platform gives Reddit a chance to accelerate its scale.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Tyler Ellegard says Meta Platforms (META) is a buy even as it trades just off all-time highs. He sees the Mag 7 giant's ad revenue as a prime growth driver that will continue to accelerate over the next couple of years. Tyler adds that CEO Mark Zuckerberg's efforts to "poach" A.I. talent can pay off if Meta becomes a "first mover" in the space. Tom White offers bullish and bearish example options trades for the stock.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Tech giants like Microsoft and Google are outsourcing more and more coding to AI in a productivity push. We dig into how new research suggests the tools might not be as helpful as expected. 

Larry McDonald sees market shifts ahead as investors digest what he calls "Trump optimism." One of the biggest changes he says will come from banks, pointing to JPMorgan Chase (JPM) as being overbought. Larry expects a sell-off in it and other big banks while smaller counterparts reap the benefits. He sees A.I. semiconductors pulling back for similar reasons, while fossil fuels like coal and companies tied to it to grind higher.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Reaction to Nike's (NKE) earnings were mixed after the company posted its earnings beat, but as Jenny Horne explains, the stock rallied in the premarket. She talks about how bottomed expectations for Nike helped it rally even though company leadership warned of tariff impacts. Alphabet (GOOGL) gained bullish momentum after Citizens JMP upgraded the stock to outperform from market perform. Jenny says A.I. expectations drove the optimism.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

Greg Halter gives his thoughts on what the Fed will do next and how the market is holding up during rising geopolitical tensions. He expects “a couple cuts” this year but doesn't think the Fed will lower rates this week. He talks about how the huge pool of money in retirement funds influences market investments; he thinks small caps are in trouble. His picks now include Eli Lilly (LLY) and Amazon (AMZN).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

There are increasing expectations of resilient earnings growth and a supportive economic backdrop, so major Wall Street strategists are upgrading their stock market outlooks. Today's Stocks & Topics: ESEA - Euroseas Ltd, Market Wrap, Growth to Value Trade, The Bull Case for Stocks Is Growing on Wall Street, PEP - PepsiCo Inc., FNDF - Schwab Fundamental International Equity ETF, Ted Cruz On Eliminate Interest On Bank Reserves, ECO - Okeanis Eco Tankers Corp., RICK - RCI Hospitality Holdings Inc., Gold Alternatives: Silver and Platinum.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Gm! This week we're joined by Geoff Kendrick to discuss the investment thesis for Solana. We deep dive into the bull vs bear case for SOL, how to value L1s, Geoff's crypto outlook (BTC, ETH & SOL), how institutions view Solana & more. Enjoy! -- Follow Jack: https://x.com/whosknave Follow Lightspeed: https://twitter.com/Lightspeedpodhq Subscribe to the Lightspeed Newsletter: https://blockworks.co/newsletter/lightspeed Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx -- Grab your tickets to Permissionless IV. Use code LIGHTSPEED10 for 10% off: https://blockworks.co/event/permissionless-iv -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Ledger, the global leader in digital asset security, proudly sponsors the Lightspeed podcast. As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your Solana assets. Buy a LEDGER™ device now and build confidently, knowing your SOL are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- (00:00) Introduction (03:52) The Bull vs Bear Case For Solana (07:43) Meme Coin Trading On Solana (12:44) Ledger Ad (13:37) The Investment Thesis For Solana (17:51) How To Value L1s? (29:02) Ledger Ad (29:48) The Outlook For BTC, ETH & SOL (40:12) How Do Institutions View Crypto? -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Mert, Jack, and our guests may hold positions in the companies, funds, or projects discussed.

Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek and Danny Ryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy. We explore ETH's misunderstood monetary design, its strategic role for institutions, and why Wall Street is waking up to Ethereum not just as a network, but as an investable asset. This is the case for ETH as the asymmetric opportunity of this generation. ------

Jeff Bussgang of Flybridge Capital joins Nick to discuss Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age. In this episode we cover: Exits and Liquidity in Venture Capital The Experimentation Machine and AI Opportunity Evaluating AI Businesses and Founders Challenges and Opportunities in AI Investing Entrepreneurship Education and Startup Ecosystems Product-Market Fit and Customer Discovery Future of AI and Venture Capital Guest Links: Jeff's LinkedIn Jeff's X Flybridge's LinkedIn Flybridge's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

"You cannot not believe in science," says Tsvetta Kaleynska. She sees biotech companies outperforming in 2025 despite a slow start to the year. Tsvetta argues investors need to understand that many companies don't just produce medicine, but also medical supplies, which contributes to profits. She sees Abivax (ABVX) as an international outperformer and expects Eli Lilly (LLY) to make a comeback in the weight loss drug market. George Tsilis highlights example options trades in Eli Lilly and Johnson & Johnson (JNJ).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The President takes to social media saying China “Totally violated its agreement” with the U.S. when it comes to a trade deal. We break down the impact for the market. Then Apple the only Mag 7 name in the red for the month of May. A look at how to play the stock as the company continues to battle with the White House over future production plans. And then two Wall Street firms with massive price target hikes for Netflix. Why the company's live event strategy has the street growing increasingly bullish.

A federal court has blocked some of Trump's tariffs, including the ‘reciprocal' levies, we tell you what's next and what it means for the markets. The key word mentioned 27 times on Nvidia's earnings call that experts say underscore the bull case of the chip giant. Plus, United and Jetblue team up. 

Musk closes the door on his role at DOGE. The Tesla (TSLA) CEO announced he will leave the Trump administration, a bull signal for many Tesla investors. Additionally, a Bloomberg article hinted at a robotaxi launch date for June 12th in Austin. Caroline Woods talks about the price action in Tesla following the headlines and weighs bulls against bears as analysts wager how the robotaxi launch will affect outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Gm! This week we're joined by Tom Dunleavy & Ryan Berckmans to discuss the bull case for Ethereum. We deep dive into Ethereum's big pivot, how to value the L1, should L2 tokens exist, the role of Etherealize, what's next for ETH & more. Enjoy! -- Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts Follow Ryan: https://x.com/ryanberckmans Follow Tom: https://x.com/dunleavy89 Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv -- ZKsync is the pioneering zero-knowledge technology powering the next generation of builders with limitless scale. Secured by math and designed for native interoperability, ZKsync enables an elastic, ever-expanding network of customizable chains. Deeply rooted in its mission to advance personal freedom for all, the ZKsync technology makes digital self-ownership universally available. To learn more about ZKsync, visit http://www.zksync.io -- Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock's decentralized custody network. The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025. -- Crypto never sleeps. So we built an Al analyst that never blinks. Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.

Welcome to The Gwart Show! Today, Ethereum bull Ryan Berckmans joins us to dissect Ethereum's current strategy and why he believes it remains on the right path despite recent challenges. Ryan explains the "hub and spokes" L1+L2 model, arguing that communication failures—not technical problems—damaged ETH sentiment. He breaks down why L2 growth combined with L1 scaling will drive Ethereum toward becoming a multi-trillion dollar asset, how blob fees will generate significant revenue, and why Solana's success doesn't threaten Ethereum's long-term dominance in the institutional market. Subscribe to the newsletter! https://newsletter.blockspacemedia.com # Notes: • L2s like Base hit 100M+ in Bitcoin-backed loans • World L2 has 12M verified humans with 25M accounts • Ethereum plans to scale to 48 blobs per block • Current blob usage at ~80% full (2.4 per block) • Rollups may pay ~30% of revenue for blob space • Median user fees could remain at ~$0.01 with scale Timestamps: 00:00 Start 00:22 Who is Ryan B? 01:12 Why bullish on ETH? 06:38 Failure to communicate 11:01 Is this a pivot? 18:32 Justin Drake is bad at PR 24:31 Lido 28:05 Solo staking 31:50 It's all SOL's fault 33:03 Vitalik changing narratives 35:14 Thoughts on Solana 44:03 WHY NGU now? 48:50 Blobs need to pay up

Cathie Wood doubles down on ARK Invest's revised 2030 bitcoin price target, sees a range from $500,000 to $2.4 million per BTC, driven by assumptions on active supply and institutional adoption. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jay Woods didn't expect this sharp of a V-shaped recovery following April's massive selling action. He notes stocks are overbought but sees this recovery holding in the mid to long-term. Jay advises investors to watch Walmart's (WMT) earnings, as it was the company that sparked heavy tariff concerns in its last report. He also sees Uber Technologies (UBER) as a company he expects to thrive.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Rollup presents: Mammoth May

Ryan Kelley calls Monday a "very excellent day in the market" after the U.S. and China agree to a 90-day tariff pause. However, he points to long-term headwinds and unknowns investors may not be pricing for. Ryan adds that CPI and GDP prints will be clear indicators investors should watch, serving as guidelines for the Fed's path forward. He later makes the case for small and mid-cap outperformance.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, we discuss our current crypto market outlooks, Helium's efforts to decentralize telecom infrastructure, and Ethena's evolution into an institutional DeFi chain. We also discuss the state of decentralized AI, US regulatory impacts on DeFi, and macro influences shaping crypto markets heading into summer.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Resources Helium: Decentralizing Telecom with Web3 Incentives: https://x.com/blockworksres/status/1912936629297397960 Ethena: Evolving into an Institutional DeFi Chain: https://x.com/blockworksres/status/1915088301083803936 -- Accelerate your app development on Algorand with AlgoKit 3.0—now with native TypeScript and Python support, visual debugging, and seamless testing. Build, test, and deploy smarter with tools designed for speed and simplicity.  Start building with AlgoKit today: https://algorand.co/algokit?utm_source=blockworkspodcast&utm_medium=banner&utm_campaign=algokit3&utm_id=algokit3&utm_term=algokit3 -- Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER™ device now and build confidently, knowing your precious tokens are safe. Buy now on https://shop.ledger.com/?r=1da180a5de00. -- Missed DAS? Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off! Tickets: https://blockworks.co/event/permissionless-iv -- Follow Daniel: https://x.com/_dshap Follow Nick: https://x.com/0xMetaLight Follow Danny: https://x.com/defi_kay_ Follow Blockworks Research: https://x.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh -- Timestamps: (0:00) Introduction (1:43) Market Outlook (9:48) Decentralizing Telecom With Helium (22:57) Ads (Algorand & Ledger) (23:37) Do DePIN Tokens Make Sense as Investments? (29:37) Ethena's Evolution (45:56) Ads (Algorand & Ledger) (46:59) Regulatory Impact on DeFi (54:36) Thoughts on the Current State of DeAI (1:12:11) Crypto's Outlook Heading Into Summer -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

As Ethereum gears up for one of its biggest network upgrades in history, we're diving into why Ethereum ($ETH) might be the most underrated asset in crypto right now.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:19 Sponsor: iTrust Capital00:52 Fear & Greed bottomed01:30 ETH quarterly02:03 Whales Buying ETH after Vitalik Roadmap02:20 Risc-v02:40 China Risc-v02:50 Pectra upgrade03:15 Eth upgrades ramping up03:40 Vitalik: upgrades a decade in the making04:08 Gas fees04:34 ETH vs Bitcoin06:12 Cathie buys Solana06:30 Galaxy buys Solana06:54 Don't be Cathie07:33 Buy the Fear08:00 Ethereum is better money09:14 Unichain explosion09:42 Vitalik: One-Click transactions incoming10:13 Vitalik: Upgrades will kill Visa11:10 Chains bridging to ETH for growth11:45 ETH is gold11:57 Shanghai gold exchange12:07 cnbc Shanghai Gold Exchange12:50 Insurance companies buying tokenized gold13:11 Scott Bessent on Shanghai Gold Exchange vs Bitcoin13:56 Scott Bessent is pro-stablecoins14:18 Stablecoin regulation this week15:16 Sony Playstation & Xbox on ETH16:00 Outro#Ethereum #Crypto #cryptocurrency ~Ethereum Bull Case

Billion-dollar asset manager ARK Invest has raised its “bull case” Bitcoin price target from $1.5 million to $2.4 million by the end of 2030, driven largely by institutional investors and Bitcoin's increasing acceptance as “digital gold.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Only 24% of the SPX traded higher at the opening bell, but it's not surprising to Kevin Green after seeing strong rallies the last three days. As long as bulls hold the SPX 20-day SMA, he sees the uptrend continuing. He also points to a potential bottom in the 4-year chart of the SPX futures.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dissect the ripple effects of tariffs, high interest rates, and a wavering investment environment on the U.S. and global economies.With companies freezing investment plans and government spending cooling off, the duo explores how the consumer remains the last line of economic defense—so long as the labor market holds. They also explore why the Fed might be making a mistake by keeping rates elevated, the possibility of a white-flag moment from President Trump, and how diversification remains the smartest play during times of uncertainty.Key TakeawaysTariffs Are Already Reshaping Corporate Behavior GDP Growth is Vulnerable Labor Market is the Tipping Point Fed Policy May Be Too Tight for Too Long The Market's Bull Case? Trump Waves the White Flag Next Week's Guest: Cathie Wood Our next episode will feature Ark Invest's Cathie Wood, as we'll dive into tech and recession perspectives.Connect with Ryan: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu: LinkedIn: Sonu VargheseX: Sonu VargheseMusic Credit: Ryan the Savior of Stocks – by Jake Guttman (This song was created using A.I.) https://suno.com/song/c11f8ece-b4b8-45f0-b6e6-ae0e761708b7Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #Markets #Tariffs #FedPolicy #GDP #LaborMarket #Investing #Diversification #InterestRates #TrumpEconomy #CathieWood #EconomicOutlook #ConsumerSpending

Tariffs were back on the table, and then they weren't. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.  The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what's really next. Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building. In this episode, Seth breaks down: Why tariffs hit crypto harder than most investors expected The metrics that could signal the next macro moves and their impact on digital assets Why he's still cautiously bullish, even amid volatility Whether an altcoin season is coming Why Bitcoin's safe haven narrative might finally be tested Why the Trump administration's policies, despite the turbulence, boost crypto Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! BitKey: Use code UNCHAINED for 20% off FalconX  Mantle  Guest Seth Ginns, Managing Partner at CoinFund Links Subscribe to our new crypto + macro newsletter! https://bitsandbips.beehiiv.com/subscribe Recent coverage of Unchained on the economy and tariffs:  Arthur Hayes on Why Tariffs Will Be Good for Bitcoin and Crypto Bits + Bips: Why a U.S. Recession May Be Coming — And Still Isn't Priced In Bits + Bips: Trump's Tariffs Are Causing Mayhem, But Will They Revive U.S. Manufacturing? Trump Tariffs Sink Crypto, BlackRock Pumps Bitcoin's Bags Why Trump-Induced Stagflation Could Finally Make Bitcoin a Safe Haven In Market Crash, What Should You Buy? Crypto VCs Are Making These Bets Bitcoin Tops $83,000 as Tariff Pause Sends Markets Soaring Crypto Traders See Another $1B Liquidated Amid Tariff Turbulence  Timestamps:

William Lee takes the contrarian route with tariffs after markets plunged in its worst session in five years. He offers a "rat poison" analogy and says markets are too focused on the tariffs themselves instead of their end goal. William says President Trump will eventually break down trade barriers and regulation, opening the door to new economic opportunity for the U.S.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Scott weighs in on the school choice debate and whether vouchers could make private education more accessible. Then, he breaks down Reddit's stock struggles—and why he still sees it as a strong long-term investment. Plus, we're introducing something new: The Reddit Hotline, where we pull questions straight from Reddit. Scott answers listener questions on generational wealth, exclusivity in business, and where he draws the line with his dirty jokes. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Mitchell Green is the Founder and Managing Partner of Lead Edge Capital. Mitchell has led or co-led investments in companies including Alibaba, Asana, Benchling, ByteDance, Duo Security, Grafana, Mindbody, and Xamarin, among several others. In Today's Episode We Discuss: 04:31 How Bessemer Taught Me The One Golden Rule of Investing 06:48 Why AI Infrastrcture is the Worst Investment to Make 08:51 Why it is Comical to think there will be $BN one person companies? 09:26 WTF Happens To The Cohort of SaaS Companies With Slow Growth, Not Yet Profitable and $50M-$200M in Revenue 16:12 What is the Biggest Problem with the IPO Market 23:24 When is the Right Time to Sell in VC and How a Generation F******* it Up 27:37 Biggest Advice to Smaller Emerging Managers 40:13 The One Question That Tells You if a Business is Good 43:01 Why LPs are More Important than Founders 45:03 One Question Every LP Should Ask Their VCs 46:03 Why TikTok Does Not Matter to ByteDance and It Is a Screaming Buy 51:30 Why We Drastically Underestimate the Power of Chinese AI? 55:18 Why Social Media is the Most Dangerous Thing in Society 01:00:07 Quick Fire Questions  

Kyle Samani is the Co-Founder and Managing Partner of Multicoin Capital. In this episode, Samani discusses the current state of the crypto market and venture capital funding in the industry. Samani highlights areas which he believes are key investment opportunities, and lays out why he sees a brighter future for Solana in on-chain finance over Ethereum. OUTLINE 00:00 Introduction 00:32 Sponsor Break 02:24 VC Funding Downtrend 08:04 Clarifying Crypto's Usecases 13:46 New Era of Crypto Regulation 17:06 Regulatory Clarity = Increased Investment? 22:49 Samani's Revised Solana Thesis 25:28 Solana vs. Ethereum 32:17 Closing Thoughts & Predictions GUEST LINKS Kyle Samani on X: https://x.com/KyleSamani Multicoin capital on X: https://x.com/multicoincap Are you hiring in crypto? Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test. Faster hiring, stronger teams. Sign up for a trial today: theblock.co/campus This episode is brought to your by our sponsors: Fidelity Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more. Uranium.io Investing in uranium is now widely accessible. Visit uranium.io to learn more.

This week, the Hivemind team discuss the macro uncertainty impacting markets, the future of meme coins, and a deep dive into Hyperliquid and its valuation. We also dig into the bull case of Celestia, Ethena's new L1, the new era of programming, and more. Enjoy!. -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire Follow Ceteris: https://x.com/ceterispar1bus Follow Jose: https://x.com/ZeMariaMacedo Follow Yan: https://x.com/YanLiberman Follow Duncan: https://x.com/FloodCapital Follow Empire: https://x.com/theempirepod Subscribe on YouTube: https://bit.ly/4jYEkBx Subscribe on Apple: https://bit.ly/3ECSmJ3 Subscribe on Spotify: https://bit.ly/4hzy9lH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:50) Market Overview and Bitcoin's Position (4:15) Macro Trends and Economic Uncertainty (10:21) Crypto Market Sentiment and Predictions (14:32) The Future of Meme Coins (19:33) Hyperliquid Deep Dive (32:22) Understanding Celestia's Role in Blockchain (40:11) Comparing Celestia to Ethereum (44:10) Ethena's New L1: Converge (54:33) Vibe Coding: The New Era of Programming (1:04:04) Delphi's AI and Crypto Accelerator -- 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.

Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide range of private investments including Epic Games, Bending Spoons, Anduril, Solugen, Scopely, and Grammarly, as well as a number of private holdings that have since transitioned to the public markets such as Airbnb, Affirm, Warby Parker, Wise and Tempus AI.  In Today's Episode with Peter We Discuss: 04:24 How I Accidentally Came to Manage One of the Largest Private Investment Firms in the World 07:29 What I Learned Losing 100s of $Ms  10:22 The 10 Questions Baillie Gifford Needs to Answer to Make an Investment 15:53 Why We Did Not Double Down in Stripe and Turned Down Coinbase 33:10 The ByteDance Investment Case 36:33 Why Would Any Good Company Go Public Today 39:19 Growth Stage Investing Trends 40:46 How Anduril Becomes a $200BN Company 45:39 Is 2024 Different to the Madness of 2021 and 2022 47:18 The Decision-Making Process Inside a $217BN Firm 49:00 How Does Re-Investment Decision-Making Differ from Original Investments 55:56 Future of Growth Equity Investing 58:12 Quick Fire Questions  

Ark Invest CEO Cathie Wood doubles down on her $1,500,000 Bitcoin price prediction bull scenario as the most likely outcome: “We actually think the odds have gone up that our bull case will be the right number, because of what is becoming the institutionalization of this new asset class.” Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman's vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future. ------