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29 episodes with Morpho
This week, we're back with another weekly roundup where we discuss the recent lawsuit filed by Terraform Labs against Jane Street. We then deep dive into Circle's earnings, Tether's investment in Whop, Robinhood's Venture fund & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestamps: (00:00) Introduction (01:40) Terraform Labs Sues Jane Street (28:40) Coinbase Ad (29:24) DAS Plug (29:51) Circle Beats Earnings (39:32) Would You Rather Own Stripe or Circle? (46:10) Robinhood's Venture Fund (56:04) Tether Invests $200M In Whop (01:19:37) Content of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto's speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy! __ Follow James: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (03:25) What Happened To Crypto? (06:18) The Basis Trade (08:12) The Evolving ETF Landscape (12:48) Onboarding Institutions & Tokenization (17:47) Global Access To ETFs (20:09) Top Holders & Sellers And AI Competition (25:35) Ads (Coinbase) (26:28) Levered & Covered Call ETFs (31:00) Index Inclusions & Rebalancing (35:00) Massive Dispersion & ETF Rotations (41:07) Private Credit & Equity (45:30) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
This week, Bryan Pellegrino and Raz Zarick from LayerZero join the show to discuss Zero, the 100x breakthrough in blockchain architecture. We deep dive into the Zero origin story, the roadmap for 2026, LayerZero's ultimate vision, how to build a moat in crypto, hiring top talent and more. Enjoy! -- Follow Bryan: https://x.com/PrimordialAA Follow Raz: https://x.com/ryanzarick Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (00:53) The Zero Origin Story (13:55) Zero's 100x Breakthrough (22:10) Achieving 2 Million TPS (32:29) Coinbase Ad (33:14) DAS Plug (33:40) How To Build A Moat In Crypto? (48:05) LayerZero's Ultimate Vision (57:37) The Impact of AI (01:06:25) Zero's Roadmap In 2026 -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
This week, we're fresh off the inaugural TG Macro Conference in Nashville, unpacking all the biggest takeaways ranging from commodity cycles, gold, miners, oil, rates, and market psychology. We also reflect on trading lessons, risk management, and why in-person macro communities matter more than ever. Enjoy! — Follow Tony: https://x.com/TgMacro Follow Jared: https://x.com/dailydirtnap Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 — Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (01:42) Inaugural TG Macro Conference (08:27) Demographics, Debt & Hard Lessons (12:18) Oil, Commodities, Miners (18:54) Gold, Energy & Commodity Cycles (24:21) Rates, Bonds & Global Markets (26:28) Ads (Coinbase) (27:21) Warsh, Yields, Bull Markets (33:09) Market Psychology & Bull Case For America (41:08) Final Thoughts — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
This week, we're back with another weekly roundup where Rob walks us through Dragonfly's most recent $650M raise. We deep dive into the state of crypto VC, what allocators look for when deploying into crypto, whether tokens are investable in 2026, if Base will launch a token, and more. Enjoy. -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestamps: (00:00) Introduction (00:47) Inside Dragonfly's $650m Raise (10:57) The State of Crypto VC (30:19) Coinbase Ad (31:03) DAS Plug (31:28) Are Tokens Investable? (40:54) Will Base Launch A Token? (45:23) Hyperliquid's Policy Center (48:55) Content of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. Thank you to our sponsors: Adaptive Security Fuse: The Energy Network The BLS just quietly revised away 862,000 jobs, and real-time inflation trackers now peg price growth below 1%, less than half of what official figures report. If the Fed is steering monetary policy with stale data, investors need to ask what else the models are getting wrong. At the same time, the Mag 7 have committed more than $700 billion to AI infrastructure, with Anthropic alone projecting $1 trillion in revenue within five years. Is that conviction or the early stages of a debt cycle nobody is pricing? And then there is the institutional side of crypto: BlackRock's BUIDL fund just landed on Uniswap with $2.4 billion in assets, Apollo acquired $90 million in Morpho tokens, and AI agents are already settling micropayments in stablecoins. Austin Campbell, Ram Ahluwalia, and Christopher Perkins sit down with Truflation's CEO Stefan Rust to ask whether the numbers we trust are telling us the truth. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Stefan Rust, Founder and CEO of Truflation Links: Unchained: BlackRock Just Chose Uniswap. The Market Didn't Care. Here's Why. Apollo Moves Into DeFi Lending With Morpho Token Deal UNI Spikes on BlackRock DeFi Move, Then Gives It All Back Macro: NBC: U.S. had almost no job growth in 2025 PBS: Inflation measure falls to nearly five-year low as gas prices fall and housing costs cool Crowdfund Insider: Secretary Of The Treasury Scott Bessent Calls Out Truflation's Inflation Numbers At Senate Banking Hearing AI CapEx: Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It 'Hard' To Bet Against Nvidia CIO: Data center capex to hit $1.7 trillion by 2030 due to AI boom Reuters: OpenClaw founder Steinberger joins OpenAI, open-source bot becomes foundation Learn more about your ad choices. Visit megaphone.fm/adchoices
The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. Thank you to our sponsors: Adaptive Security Fuse: The Energy Network The BLS just quietly revised away 862,000 jobs, and real-time inflation trackers now peg price growth below 1%, less than half of what official figures report. If the Fed is steering monetary policy with stale data, investors need to ask what else the models are getting wrong. At the same time, the Mag 7 have committed more than $700 billion to AI infrastructure, with Anthropic alone projecting $1 trillion in revenue within five years. Is that conviction or the early stages of a debt cycle nobody is pricing? And then there is the institutional side of crypto: BlackRock's BUIDL fund just landed on Uniswap with $2.4 billion in assets, Apollo acquired $90 million in Morpho tokens, and AI agents are already settling micropayments in stablecoins. Austin Campbell, Ram Ahluwalia, and Christopher Perkins sit down with Truflation's CEO Stefan Rust to ask whether the numbers we trust are telling us the truth. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: Stefan Rust, Founder and CEO of Truflation Links: Unchained: BlackRock Just Chose Uniswap. The Market Didn't Care. Here's Why. Apollo Moves Into DeFi Lending With Morpho Token Deal UNI Spikes on BlackRock DeFi Move, Then Gives It All Back Macro: NBC: U.S. had almost no job growth in 2025 PBS: Inflation measure falls to nearly five-year low as gas prices fall and housing costs cool Crowdfund Insider: Secretary Of The Treasury Scott Bessent Calls Out Truflation's Inflation Numbers At Senate Banking Hearing AI CapEx: Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It 'Hard' To Bet Against Nvidia CIO: Data center capex to hit $1.7 trillion by 2030 due to AI boom Reuters: OpenClaw founder Steinberger joins OpenAI, open-source bot becomes foundation Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode we discuss Blockworks' new investor relations platform with Solana, Apollo's planned Morpho token acquisition and fee model questions, Dragonfly's $650 million fundraise, CFTC support for prediction markets amid state tensions, and renewed interest in Venice's AI token model. 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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- 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/ -- Timestamps: (0:00) Introduction (1:20) Lightspeed IR (5:01) Apollo Invests in Morpho (16:47) Dragonfly's $650M Raise (33:33) CFTC Prediction Markets (45:04) VVV/Diem AI Model (53:26) Closing Comments -- 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.
幻冬舎の暗号資産（仮想通貨）/ブロックチェーンなどWeb3領域の専門メディア「あたらしい経済 https://www.neweconomy.jp/ 」がおくる、Podcast番組です。 ーーーーー 【番組スポンサー】 この番組は、暗号資産取引におけるフルラインナップサービスを提供する「SBI VCトレード」のスポンサーでお届けします。 ーーーーー SBI VCトレードは、「暗号資産もSBI」のスローガンのもと、国内最大級のインターネット総合金融グループであるSBIグループの総合力を生かし、暗号資産取引におけるフルラインナップサービスを提供しております。暗号資産交換業者・第一種金融商品取引業者・電子決済手段等取引業者として高いセキュリティ体制のもと、暗号資産の売買にとどまらない暗号資産運用サービスや法人向けサービスの展開、さらにステーブルコインのユーエスディーシー（USDC）を国内で初めて取り扱っております。 ーーーーー SBI VCトレード公式サイト：https://account.sbivc.co.jp/signup?hc_ak=1RNML.3.M06AS ーーーーー 【紹介したニュース】 ・メタプラネット、2025年決算を発表。ビットコイン評価損で最終赤字も営業利益は17倍に ・暗号資産レンディングのネクソが米国事業に再参入、3年経てバックトと提携で ・TORICO、コインチェックの法人向けサービスでイーサリアムの取引・保管・運用を開始 ・TORICO、レンディングプロトコル「Morpho」と協業検討を開始 ・アニモカブランズ、ドバイで機関投資家向け暗号資産サービス提供のライセンス取得 ・ヒューマンテック、ウォレット基盤「WaaP」をスイに対応。シードレスなセルフカストディ可能に ・ヴィタリック、予測市場の投機偏重を問題視。「ヘッジ」中心の設計を提起 ・ハーバード大、ビットコイン現物ETFの保有数を21%削減、イーサリアム現物ETFを新規保有 ・モルフォ、「USDT0」統合で決済向けUSDT流動性を複数チェーンで利用可能に ・グレースケール、アーベ（AAVE）投資信託のETF転換をSECへ申請 ・イーサジラが航空機エンジン2基をトークン化、認定投資家向けに ・繊維メーカーの北紡がビットコイン追加購入、総保有数14.66BTCに ・クオンタムソリューションズがイーサリアム追加取得、総保有数は約5,568ETHに 【あたらしい経済関連リンク】 ニュースの詳細や、アーカイブやその他の記事はこちらから https://www.neweconomy.jp/
This week, Brett DiNovi and Lei Yang join the show to discuss the path forward for L2s. We deep dive into why we need L2s, MegaETH's 2026 roadmap, how to build a successful ecosystem, lessons learned from building MegaETH, and more. Enjoy! -- Follow Brett: https://x.com/bread_ Follow Lei: https://x.com/yangl1996 Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (01:57) Vitalik's Post On L2s (05:30) Do We Need L2s? (11:52) What's MegaETHs Moat? (29:00) Ethereum's Security Value (33:53) Coinbase Ad (34:38) DAS plug (35:03) Value Accrual & What's Next For MegaETH? (51:49) How To Build An Ecosystem? (1:09:14) Lessons Learned From Building MegaETH -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
Crypto News: Wall Street giant Apollo deepens crypto push with Morpho token deal. Charles Schwab is staffing up to build its stablecoin. XRP outruns bitcoin, ether after investors piled into the recent crash. Brought to you by
This week, Rebecca Rettig joins the show to discuss the latest happening in Washington and what it means for crypto. We deep dive into the Clarity act, how to regulate prediction markets, who's crypto's enemy now, the state of crypto VC, LayerZero's Zero announcement and more. Enjoy! -- Follow Rebecca: https://x.com/RebeccaRettig1 Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Referenced In The Show: https://open.spotify.com/episode/67w8irQ06j6ZH38FsXSShf?si=5633bb7bb6a248b9&nd=1&dlsi=d7d519562e884e70 -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestsamps: (00:00) Introduction (01:57) The State of Crypto Policy In DC (27:24) Coinbase Ad (28:08) Das Plug (28:34) Prediction Markets (36:50) Who's Crypto's Enemy Now? (52:35) The State of Crypto VC (01:01:15) LayerZero's Zero Announcement (01:13:01) Content of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
This week, we break down evidence of a quiet Main Street re-acceleration, exploding market dispersion, AI-driven shifts in correlations, why passive strategies are being disrupted, and where capital is rotating across real assets, rates, and global markets. Enjoy! — FollowTyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/19aYbTDngy8hRXMYUNNxZId3oM8AsfBjv/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 05:28 Main Street Re-Accelerating? 12:23 Ads (Grayscale) 13:04 AI CapEx Is Breaking Correlations (RIP Passive?) 19:55 Exploding Dispersion & Capital Rotation Plays 23:32 Retail vs Hedge Funds: Who's Crowded? 32:08 Ads (Grayscale, Coinbase) 33:43 Crowded Trades & Atoms vs Bits 39:50 AI Bottlenecks & Real Asset Rotation 50:02 Bitcoin, Crypto & Risk Appetite Check — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket
Director of Global Macro Strategy at StoneX Vincent Deluard explains his three-bubble thesis for 2026, why tax receipts reveal stronger nominal growth than headline data, how fiscal stimulus could fuel a second inflation wave, the Fed's likely policy path under Kevin Warsh, and why international diversification matters more than ever. Enjoy! __ Follow Vincent: https://x.com/VincentDeluard Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Introduction 02:28 2026 Growth Acceleration, Taxes & Fiscal Policy 13:15 Ads (Grayscale) 19:32 Monetary Policy, Kevin Warsh & Inflation 24:33 AI CapEx Boom, Energy Demand & Growth 29:54 Ads (Grayscale, Coinbase) 40:27 Geopolitics, Energy & Global Allocation 47:48 Commodities & Precious Metals 51:30 Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #bubble #stocks #stockmarket
This week, Charles Yoo-Naut joins the show to unpack Rain's explosive growth and what's next for crypto payments. We deep dive into the Rain origin story, their recent $250M fundraise, partnering with Visa, who wins the crypto card race, how Rain grew to a $2B company, and more. Enjoy! -- Follow Charles: https://x.com/cnaut Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- "Mantle Global Hackathon 2025 is live! Running from Oct 22 to Dec 31, Mantle invites builders to design the future of Real-World Assets (RWAs) on its modular L2 stack. Key Highlights: - $150,000 Prize Pool + Grants & Incubation opportunities - Access to Bybit's 7M+ verified users - Judges from Bybit Ventures, Spartan, Animoca Brands - 6 Tracks: RWA/RealFi, DeFi, AI, ZK, Infra, GameFi Join the Hackathon: https://www.hackquest.io/vi/hackathons/Mantle-Global-Hackathon-2025" -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Timestamps: (00:00) Introduction (00:52) The Rain Origin Story (15:23) Partnering With Visa (30:05) The Opportunity In Emerging Markets (36:48) Ads (Coinbase, Mantle, VanEck, Uniswap) (40:16) The Crypto Card Race, Agentic Payments & Onchain Credit (48:00) What Chains Does Rain Work With? (53:28) Rain's Journey To Raising $250m (01:03:00) How Rain Grew To A $2B Company -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
Bitwise Asset Management, a top crypto management firm, has inked a collaboration with Decentralized Finance (DeFi) lending protocol Morpho. The crypto firm announced the development on X, stating that both companies plan to launch non-custodial on-chain vaults targeted at generating yield.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Jonathan Man - Portfolio Manager at BitwiseBitWise products ➜ https://bit.ly/BitWisewebsite00:00 intro00:07 CLARITY Act Odds Climb00:37 Tricking Banks With Vaults01:16 Bitwise Launching Vaults02:25 Ethereum and BASE02:56 Security & Trust03:59 Steakhouse vs Bitwise Trust04:52 Withdrawal Times05:15 Curation Fee Revenue Climbing05:59 TradFi vs Vaults06:44 Flare Launches XRP Vaults07:06 Bitwise XRP Vault?08:11 Gold Vaults09:09 More Volatility Incoming?09:52 KYC Slowing Growth?11:00 Bitwise Tangem Vault & Card?11:37 Vault Loyalty Tokens $WISE12:20 Paycheck Direct Deposit To Vaults13:04 CLARITY Passes with Yield Ban?13:28 Banks Try To Ban Vaults13:46 Rate Cuts vs Vault Growth14:09 Total AUM 14:27 Aave vs Morpho15:03 Matt Hougan Vault Maxi15:23 outro#Crypto #XRP #ethereum~DeFi Vault Trick Just Beat the BANKS!
This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and more. Enjoy! -- Follow Josh: https://x.com/joshua_j_lim Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- (00:00) Introduction (03:41) State of the Market (08:48) Are L1s Still Overvalued? (18:45) The Hyperliquid End Game (37:27) Bitcoin's Quantum Threat (47:30) Ethereum's L2 Roadmap (01:01:45) Kyle Samani Leaves Multicoin (01:03:57) Why Is Josh Still In Crypto? -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
This week we break down the brutal de-leveraging across markets, why AI CapEx is flipping the old buyback playbook and what it means for Mag7, crypto's bloodbath, the next moves from the Fed and bond market. We also dig into credit risk, factor rotations, the Epstein list, and why gold is sending a louder signal than Bitcoin. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1RPRDTwLzPJR9ggBsFnZ7jGUYUJUl-idb/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:16 De-Leveraging and Market Stress 05:20 AI CapEx vs Buybacks and Mag7 14:04 Crypto Bloodbath and Risk Assets 18:47 Ads (Grayscale) 21:42 Credit Risk, Factors, and Fed Path 32:52 Epstein Fallout 35:47 Ads (Grayscale, Coinbase) 37:19 Market Structure, Bond Market 46:18 Private Equity and AI CapEx 59:27 Final Thoughts — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
Joseph Wang joins the show to break down the implications of Kevin Warsh's Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjoy! __ Follow Joseph: https://x.com/josephwang Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for$200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:54 Fed Leadership, QE & Policy Direction 06:36 Ads (Grayscale) 14:10 Monetary Systems & Central Banking Frameworks 19:18 Ads (Grayscale, Coinbase) 24:54 Fed Independence, Regulation & Rates 36:00 New Fed Chair Challenges & Political Pressure 43:07 Market Reactions, Speculation & Silver 47:15 Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
This week, we're joined by CEO and Co-founder of BitGo, Mike Belshe, to discuss BitGo's IPO, their motivations for going public, and the IPO process. We dive into allocation decisions, key product growth areas, and views on regulation, crypto market structure, and future industry evolution. Enjoy! – Follow Mike: https://x.com/mikebelshe Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod – Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire – Timestamps: (01:50) BitGos IPO & Early Supporters (07:22) Why go public (09:45) The IPO Process (30:39) Determining Allocations (37:49) Ads (Coinbase) (38:41) BitGos Role as an infrastructure company (46:15) BitGo's Fastest Growing Products (58:20) BitGo going forward (01:02:37) Web2 vs web3 (01:06:41) BitGo's Journey & Lessons Learned (01:14:39) Replacing the Incumbents —-- 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.
In this episode Boccaccio and Anastasiia are joined by Sid Powell CEO & Co-Founder of Maple and Merlin Egalite Co-Founder of Morpho to discuss the evolution of DeFi credit toward curator-driven models, curator risk and transparency, collateral and liquidity risks, risk return trade off and more. 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. -- Follow Blockworks Research: https://x.com/blockworksres Follow Morpho: https://x.com/Morpho Follow Maple Finance: https://x.com/maplefinance Follow Merlin: https://x.com/MerlinEgalite Follow Sid: https://x.com/syrupsid?lang=en Follow Anastasiia: https://x.com/mathy_research Follow Boccaccio: https://x.com/salveboccaccio -- Join us at DAS (Digital Asset Summit) in New York City this March! Use the link below to learn more, and use code 0X200 to get $200 off your ticket! See you there! Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-nyc-2026 -- 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/ -- Timestamps: (0:00) Introduction (7:18) The Shift to Modular Credit (11:51) Choosing Risk in Modular Credit (21:04) Front-Ends, Earn Products, and Reach (23:46) Risk Return Trade Off (34:54) When Stablecoins Add Complexity (37:03) Dash for Cash in DeFi (46:57) Building Trust in DeFi Credit (57:37) Lightning Round (1:01:26) Closing Comments -- 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.
This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyperliquid RWAs, bringing money & companies onchain, 2026 IPOs, and more. Enjoy! -- Follow Salvador: https://x.com/DAnconia_Crypto Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestamps: (00:00) Intro (00:44) Escape Velocity $61.74M Raise (05:500 The Case For DePIN (12:34) InfraFi And Bringing Money Onchain (22:07) Bear Case For DePIN And Top DePINs (30:57) Ads (Coinbase) (31:42) Metals And Hyperliquid RWAs (43:31) Crypto Integration Into FinTech (55:18) The State Of Compliance (58:49) 2026 IPOs (01:04:38) The Carvana Of Crypto (01:09:220 Content Of The Week (01:15:29) Claude Cowork -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what's really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are finding opportunity as correlations break down. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/1sQtOng_nDsqMoXpP7XGVycaxI82Ugp_2/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 02:48 Fed Meeting Recap 08:30 Metals Squeeze 15:25 Ads (Grayscale) 16:05 Cyclical Re-acceleration And Massive Rotation 23:00 Productivity Boom And AI CapEx Killing Buybacks 29:46 Ads (Grayscale, Coinbase) 31:18 Can You Justify U.S. Multiples? 38:22 Market Structure And Risks Brewing 48:33 Market Dispersion And The Next Trade 54:18 Crypto And Competing Frontier Ideas 56:46 Inflation And New Fed Chair — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
In today's episode, we're diving deep into Morpho, the decentralized lending protocol that is quietly becoming the backbone of the entire crypto credit market. While most people are looking at Aave or Compound, Morpho has built a "universal backend" that's already powering giants like Coinbase, Bitwise, and Société Générale.
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, precious metals, carry trades, options simplicity, rates going to zero, and how AI may reshape discretionary macro trading. Enjoy! __ Follow Alex: https://x.com/agurevich23 Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx The Next Perfect Trade: https://a.co/d/4vRsqQj __ Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 03:36 The Perfect Trade Framework 11:42 Ads (Grayscale) 12:12 Expressing Trades, Precious Metals 21:12 Options, Risk & Portfolio Construction 27:33 Ads (Grayscale, Coinbase) 28:56 Derivatives, Carry Trades & Market Structure 32:39 AI, Macro & Global Regimes 47:23 Japan, Macro Convictions & Rates Outlook 52:21 Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
The EF zkEVM team shares its 2026 implementation roadmap. OP Labs releases its post quantum roadmap. Kraken launches DeFi Earn. And Bitwise becomes a Morpho vault curator. Read more: https://ethdaily.io/869 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
In Episode 48 of Chain Reactions, we sit down with Ben Sanders, Chief Growth Officer at [Rootstock Labs](https://rootstock.io/), to unpack what it takes to grow the oldest Bitcoin sidechain in an industry obsessed with short-term wins.Ben came into crypto with zero degen credentials. His background spans management consulting at Bain, go-to-market at WorldPay ahead of their IPO, and executive roles at fintech startups like Chipper Cash. He joined Rootstock for an interim role and ended up staying to lead growth for a chain that's been quietly building Bitcoin programmability for nearly a decade.**We cover:**- How Ben learned Bitcoin, crypto, and Rootstock all at once (with no prior Web3 experience)- The origin of Rootstock: Argentinian Bitcoiners building EVM compatibility on Bitcoin before it was cool- Why Rootstock is the "next best thing to Bitcoin" with 90% of Bitcoin's hash rate- The 3 A's framework for growth: Awareness, Attractiveness, Accessibility- Market entry strategies for Korea (retail, CEX listings) vs Japan (institutional, relationship-driven)- Rootstock Institutional and the $260B opportunity in dormant Bitcoin- Why long-term brand building is the most underrated tactic in Web3We also get into TradFi-DeFi convergence, why airdrops are overrated, and what it means to "run your own race" when every project around you is chasing flavor-of-the-month narratives.---**Timestamps**00:00 – Intro and getting started02:00 – Ben's path: Bain, WorldPay, fintech startups, zero crypto background05:30 – Learning Bitcoin, crypto, and Rootstock all at once07:30 – The shift back to utility and self-sovereignty of money09:30 – What is Rootstock: Argentinian Bitcoiners and programmable Bitcoin11:30 – Rootstock vs Rootstock Labs vs RIF token explained14:00 – First priority as CGO: interoperability and on-ramps17:00 – Why Rootstock over other Bitcoin L2s (safety, security, hash rate)20:00 – Bitcoin holders vs retail degens: different audiences, different approaches24:00 – The 3 A's framework: Awareness, Attractiveness, Accessibility26:00 – Market entry into Korea and Japan with Myosin28:30 – Korea Blockchain Week and the Korbit listing31:00 – 2026 focus: consolidation over expansion32:30 – Rootstock Institutional and unlocking $260B in dormant Bitcoin40:00 – TradFi and DeFi convergence: the industry is finally catching up44:00 – Where Rootstock fits as the space matures47:00 – Alpha for Bitcoin holders: what's coming in the next 6-9 months51:00 – Rapid fire: most underrated marketing tactic (long-term brand building)53:30 – Rapid fire: most overrated tactic (airdrops, renting TVL)55:30 – Projects doing it right: Morpho, Midas, Wheeler57:30 – Biggest learning: stay focused, run your own race---**Show Notes & Mentions**-
This week, we're joined by John Zettler, Director of Product at Kraken and Sun Raghupathi, Co-founder of Veda, to discuss their collaboration to bring onchain vaults to Kraken! We explore the growth of onchain vaults, how vaults package DeFi lending and yield strategies, vault mechanics, risk management, business models, comparisons to past yield products, and implications for DeFi adoption and future TVL growth. Enjoy! Resources 2026 Predictions Episode: https://youtu.be/yagd3CT2VQk?si=G1cFXBpODiWZ-pQR – Follow John: https://x.com/JohnZettler Follow Sun: https://x.com/sunandr_ Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod – Timestamps: (02:45) What is a vault (09:26) The Evolution of Vaults (14:31) Vault Key Parties (21:49) Vault Business Models (29:14) Building Vaults with Coinbase and Morpho (33:29) Vaults Today vs BlockFi & Celsius (37:42) Bringing Vaults to Kraken (39:55) Determining Yield & Adding More Vaults (41:51) What made Yano Bullish on Vaults (45:52) Behind the Scenes (50:24) Vault Risks (56:37) Morpho's Model vs Veda's Model (57:59) Closing Comments on Vaults and DeFi TVL — 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.
This week, we discuss Claude and the ongoing AI acceleration, AI's impact on VC and SaaS, and the latest draft of the CLARITY Bill. We also dig into BitGo's upcoming IPO, Polygon's latest acquisitions, the Farcaster Sale, Larry Fink's WEF comments, and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestamps: (00:00) Intro (02:55) Claude And The AI Acceleration (11:53) Leveraging Expertise, Competing Models & Company Structure (21:02) AI's Impact On VC And SaaS (31:590 Ads (Coinbase) (32:44) Unpacking The CLARITY Bill (41:00) BitGo's IPO (53:53) Polygon Acquisitions (01:00;47) Farcaster Sale & Decentralized Social (01:08:30) Larry Fink And Content Of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
This week, we unpack why metals are ripping, how dollar weakness and bond market dysfunction are reshaping macro, and what Japan's experience signals for the U.S. We also explore extreme metals positioning, dispersion across assets, and what uncertainty around the new Fed Chair means for rates. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx __ Weekly Roundup Charts: https://drive.google.com/file/d/158S7DSViXUrZ4Lw2kPLtKE4yPNvKD6s9/view?usp=sharing — Grayscale offers more than 30 different crypto investment products. Explore the full suite at grayscale.com. Invest in your share of the future. Investing involves risk and possible loss of principal. https://www.grayscale.com/?utm_source=blockworks&utm_medium=paid-other&utm_campaign=brand&utm_id=&utm_term=&utm_content=audio-forwardguidance Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: 00:00 Intro 01:18 Metals, Japan & Global Debt 15:58 Inflation, Politics & Metals 23:00 Commodities & Elitist Wake Up Call 27:12 Market Positioning & Sector Dispersion 43:30 New Fed Chair & Rate Implications 51:17 Long The Periodic Table — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #Macro #Investing #Markets #ForwardGuidance
Crypto in 2026 is consolidating into a handful of high-stakes rivalries: Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi for prediction markets. Arnav Pagidyala (Bankless Ventures) joins David and Ryan to map the investment implications, why incentives-driven L1s keep leaking liquidity, what makes Morpho's institutional playbook work, and whether Hyperliquid, wallets, and onchain rails start eating the exchange business. We also dig into the comeback of ICOs, what it would take for tokens to become truly investable, and why proof-of-personhood and privacy-preserving KYC may become unavoidable infrastructure. ------
Bitmine unveils the Made in America Validator Network. Bitget integrates Morpho on Arbitrum. Trend Research buys more ETH using DeFi leverage. And Safe reaches 58 million smart accounts created. Read more: https://ethdaily.io/851 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
In today's episode, we're reflecting on 2025.We discuss:- Are blockchains ready for real world adoption?- TPS vs throughput: what matters more?- Solana's pressure test via $TRUMP- Agentic trading platform Hype and AI bots in crypto- Uni unification, Morpho vaults, and the Aave governance controversy- Prediction markets take center stage: Polymarket and Kalshi- Perp DEX explosion post-Hyperliquid- Stablecoin supply: Ethereum still leads- Revenue across chains: Hyperliquid dominates, but Solana and Tron surpriseAnd much more—enjoy!—Timestamps:(00:00) Introduction(01:00) Are blockchains real-world ready?(05:06) TPS vs throughput needs(12:05) Decentralization vs scalability tradeoff(20:06) Solana's $TRUMP stress test(25:25) Agentic trading bots rise(27:34) Uni unification and DeFi(33:02) AAVE front-end fee fight(34:07) Morpho vaults and risks(40:15) Rise of prediction markets(45:10) Stablecoin supply by chain(47:58) Revenue leaders: Hyperliquid, Tron(52:34) Solana app revenue dominance(1:01:31) Outro—Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxehttps://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod —The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby_ @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.
Join Andrew Young as he decodes the world of crypto with special guest Rachel Mayer, VP of Product at Arc. Listen in as they discuss Circle's launch of Arc as a USDC-centric layer one network designed for predictable gas fees, instant finality, and compliant privacy, the rapid shift in stablecoin regulation and the impact of the GENIUS Act, the rise of non-USD stablecoins and tokenized FX markets, how RWAs, Morpho-style vault structures, and tokenized treasuries could reshape global capital flows, and why Arc's architecture, interoperability strategy, and potential transition to delegated proof-of-stake position it as a core platform for the next wave of institutional onchain finance.
In Sygnum's latest episode of The Crypto Explorer Podcast, host Aliya das Gupta speaks with Merlin Egalite, co-founder of Morpho, about how the protocol is reshaping lending in DeFi. They discuss:▪️ The origins of Morpho as a student project and the launch of Optimizer ▪️ How Optimizer reduced inefficiencies by offering better rates for both lenders and borrowers ▪️ The transition to Morpho V1 – building a permissionless, immutable infrastructure to solve trust and governance issues ▪️ What's coming with Morpho V2: fixed-rate lending and more efficient liquidity use ▪️ Why simplicity, security and audits are critical for institutional adoption ▪️ Real-world integrations with fintechs, banks and exchanges like CoinbaseRead the disclaimer here: https://www.sygnum.com/disclaimer
Sid Ramesh is the Product Lead for Crypto-Backed Loans at Coinbase.In this episode, we explore Coinbase's newly launched product for ETH-backed loans, built entirely on Ethereum DeFi using Morpho on Base. We unpack exactly how these loans work, why they matter, and what this means for the future of onchain loans. Sid Ramesh brings an insider view into Coinbase's broader vision for permissionless financial products built on decentralized infrastructure like Ethereum.------
「1011币圈史诗级爆仓」的后尘影响陆续出现：部分打着「delta中性策略」旗号的合成资产稳定币发行方在「1011事件」中可能爆仓，这些稳定币事实上已经爆雷，这引发部分模块化借贷平台的一些「金库」出现坏账，并带来连锁反应。这些模块化借贷平台上的重要角色「DeFi curator」遭到广泛质疑。 本期播客是E64期播客「200亿美元爆仓的黑天鹅教会我们的事」 (https://www.xiaoyuzhoufm.com/episode/68eaf12e52f01d1dd2eae795)的延续。我们邀请了民道老师，针对本轮周期DeFi垂直赛道的两个核心热点——合成稳定币和模块化借贷目前出现的批判和质疑展开讨论，厘清这两种热门DeFi产品的优势和风险，探讨其未来发展方向。 【主播】 刘锋，BODL Ventures合伙人，前链闻总编辑 熊浩珺Jack，律动BlockBeats 副主编，《Web3无名说》主播 【嘉宾】 杨民道，DForce创始人 【赞助商】 本期节目由开源硬件钱包OneKey赞助播出。硬件钱包是保护加密资产最有效的方式之一。加密世界是黑暗森林，每个人都该为自己的资产负责。物理隔离的硬件钱包，能更好保护助记词不被盗窃。 访问OneKey官网 (https://shop.onekey.so/discount/web3101)购买开源硬件钱包，使用折扣码「web3101」可享受95折优惠。 【你将听到】 「1011闪崩」后续 02:26 「1011闪崩」一个月后新雷爆发 合成稳定币暗雷 08:46 本轮周期DeFi赛道有两个热点：合成稳定币和模块化借贷 10:54 合成稳定币看上去性感，但非常不透明 14:04 高收益哪里来的？ 19:53 观点：Delta中性策略的稳定币天花板明显 24:22 Ethena最辉煌的时光或许已经过去 DeFi主理人信任危机 28:45 模块化借贷与AAVE等经典借贷协议有何不同？ 30:50 模块化优势：风险隔离、资金利用率高 33:01 DeFi主理人（curator）是做什么的？ 36:50 Morpho被误解，问题在于主理人模式 39:33 如何监督主理人：联合投资或许可行 42:38 用户甄别和挑选主理人的建议 50:24 本次DeFi暴雷规模有限，但是心理面影响巨大 【词汇表】 本期提到的Web3词汇： Stream Finance（XUSD） USDX Ethena/USDE CeDeFi（指中心化金融与去中心化金融的结合） Delta 中性策略 Morpho Euler Tom Lee AAVE UST Frax BlackRock/BUIDL OpenEden yield （收益） MEV Capital Gauntlet funding rates（资金费率） ListaDAO Maple Finance BlockFi 【后期】 AMEI 【运营】 朱婕 【BGM】 Mumbai - Ooyy First Horizon - ELFL 【在这里找到我们】 收听渠道：苹果｜小宇宙 海外用户：Apple Podcast｜Spotify｜Google Podcast｜Amazon Music 联系我们：podcast@sv101.net Special Guest: 杨民道.
This week, we went live to discuss the fallout from Stream's DeFi blowup and its impact on Morpho. We then took a deep dive into the current state of HyperEVM and the unique opportunity that Hyperliquid has right now. 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. -- Follow Charlie: https://x.com/0xBroze Follow Blockworks Research: https://x.com/blockworksres Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- 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/ -- Timestamps: (0:00) Introduction (1:59) Morpho & Curators (4:57) DeFi Lending Models (20:00) Katana Ad (20:23) The State of HyperEVM (42:30) Unit's Monetization (47:25) Hyperliquid's Unique Opportunity (54:41) HIP-5 (1:03:08) Hyperliquid Assistance Fund (1:07:38) Katana Ad (1:08:36) The MegaETH ICO Drama -- 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.
Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, the crew breaks down DeFi's Black Friday: a brutal week that saw the $120 million Balancer v2 hack, the collapse of Stream Finance, and a market-wide panic that reminded everyone — nothing in crypto is risk-free. They dive into how one of DeFi's oldest, most audited contracts failed, why smaller chains froze or rolled back transactions, and what it means for decentralization as Berachain, Sonic, and Polygon took emergency action. The panel debates whether the Balancer attacker used an AI “vibe-coded” exploit, how Ethereum might one day face its own rollback dilemma, and why privacy chains like Zcash may be the last true cypherpunk strongholds. In the second half, they unpack the off-chain losses behind Stream Finance's XUSD blow-up, the contagion risk across Euler, Silo, and Morpho, and the hard lessons for “yield-chasing” DeFi vaults. The gang closes with advice for founders weathering the storm — from Tarun's “cockroach mindset” to Haseeb's reminder that crypto's long-term fundamentals haven't changed. Whether you're building in DeFi, securing smart contracts, or surviving the next credit unwind, this episode lays bare the harsh truths — and enduring resilience — of crypto's frontier markets. Show highlights
We went live with leaders from across the Base DeFi ecosystem to discuss Aerodrome's tokenomics, buyback system, and relationship with Coinbase; Morpho's lending model, fixed-rate loans, and TradFi integrations; and Moonwell's vaults, Mamo agent, and card products. 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. -- Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod -- Allora is the new AI standard for DeFi platforms and agents to achieve sharper, faster, and more reliable financial systems than any single language model can offer. Instead of choosing and managing models, users state their goal, and the system delivers the best result. To learn more about Allora Network, visit https://www.allora.network/ and https://x.com/AlloraNetwork -- Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr -- Follow Dromos Labs: https://x.com/DromosLabs Follow Morpho: https://x.com/MorphoLabs Follow Moonwell: https://x.com/MoonwellDeFi Follow Alexander: https://x.com/wagmiAlexander Follow Merlin: https://x.com/MerlinEgalite Follow Luke: https://x.com/LukeYoungblood Follow Marc: https://x.com/marcarjoon Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio 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/+UFFz4z3qyrhhMDYx -- Timestamps: (0:00) Introduction (1:59) Dromos Labs (4:46) Aerodrome's Foundations (11:54) Aerodrome's Buybacks (15:44) Relationship With Coinbase (29:26) Katana Ad (29:58) Morpho Overview (31:57) Morpho v2 (45:59) Undercollateralized Loans (48:27) The Morpho Token (58:42) Ads (Katana & Allora) (59:46) Moonwell Overview (1:02:11) Joining The Base Ecosystem (1:04:17) Coinbase's DeFi Mullet Playbook (1:10:35) The Mamo Bot (1:15:02) The Mamo Token (1:17:14) Moonwell Vaults (1:25:52) The Moonwell Card -- 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.
Brevis unveils its Pico Prism real-time proving zkVM. The Ethereum Foundation deploys 2400 ETH into Morpho. Jovay announces an Ethereum L2. And Basenames now support ENSIP-19. Read more: https://ethdaily.io/803 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
Luke Youngblood is the Founder of Moonwell and Mamo.In this episode, Luke shares what opportunity he sees ahead for Base builders and users, as one of the earliest DeFi founders on Coinbase's Ethereum L2. We explore Coinbase's vision for integrating Base into its retail products, including DeFi mullet style products like the new USDC lending on Morpho. He even drops insights on the future Base token, and how projects like Moonwell and Mamo are positioned to benefit from this economic stimulus to serve even more of Coinbase's customers coming onchain.------
EigenLayer launches EigenAI and EigenCompute. Coinbase achieves $1b in loans issued using Morpho. SWIFT leverages Chainlink CRE. And Sunnyside Labs releases a report on Fusaka Devnet-5. Read more: https://ethdaily.io/794 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
Morpho V2 goes live on Ethereum. SWIFT announces its Blockchain-Based Shared Ledger. OP Mainnet activates Flashblocks. And BitMine buys 234,850 ETH. Read more: https://ethdaily.io/793 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
The Fusaka upgrade is targeted for mainnet on December 3rd. Coinbase integrates DeFi lending. CoinCenter releases a report on fixing identity. And the EF funds an Ethereum Research Center. Read more: https://ethdaily.io/786 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
Bitcoin & Altcoin's Breakout trades & signals! Altcoin pumps, trades, and signals for the cryptocurrency market for what targets to watch. US Gov SEC just supercharged altseason for altcoins Follow Kelly Kellam ➡️ https://x.com/kellykellam
In this episode, Lex speaks with Marcelo Ruiz de Olano, Co-Founder of KPK (Karpatkey), an on-chain asset management firm born out of Gnosis DAO. Marcelo recounts KPK's evolution from stewarding Gnosis's $1B treasury to advising on more than $2B for leading protocols like ENS, Balancer, and the Ethereum Foundation. The discussion dives into the mechanics of non-custodial treasury management - balancing governance, security, and risk - along with strategies across lending, liquidity provision, and stablecoin yields. Marcelo also shares why the rise of large Ethereum treasury companies could be a turning point for DeFi, injecting institutional-scale liquidity and potentially making ETH more liquid than Bitcoin. NOTABLE DISCUSSION POINTS:Origins and Scale of On-Chain Treasury ManagementKPK spun out of Gnosis DAO, which had one of the earliest and largest on-chain treasuries (~$1B). From there, KPK evolved into an independent manager now advising on over $2B of DAO and foundation treasuries (ENS, Balancer, Ethereum Foundation, etc.), pioneering non-custodial, fully on-chain asset management practices.Conservative, Mission-Driven Approach vs. Yield-ChasingUnlike many DeFi actors during “DeFi Summer,” KPK deliberately rejected risky high-yield strategies. Instead, they prioritized capital preservation and mission alignment—for example, ensuring ENS's treasury only supports Ethereum-strengthening initiatives (like minority client staking or avoiding centralization risks). This contrarian, values-driven approach built trust and positioned them as long-term stewards of DeFi treasuries.Transformative Potential of Ethereum Treasury CompaniesMarcelo highlights that emerging Ethereum treasury firms (similar to MicroStrategy's BTC play) could deploy $10B+ in ETH treasuries. A single such “mega whale” could inject unprecedented liquidity into DeFi—making ETH potentially more liquid than BTC, bootstrapping entire verticals (DEX liquidity, lending, insurance), and creating a flywheel where treasury strategies directly accelerate Ethereum's adoption and price stability. TOPICSKPK, Gnosis, Gnosis Safe, Balancer, Aave, Maker, Sky, Uniswap, Morpho, Ethereum Foundation, on-chain asset management, DAO, decentralized autonomous organization, treasury management, DeFi, tokenization, ETH, Ether, stablecoin, USDC ABOUT THE FINTECH BLUEPRINT
SALT Lending is a platform that allows users to borrow cash or stablecoins by putting up their cryptocurrency, such as Bitcoin, as collateral, enabling them to access liquidity without selling their digital assets. Guest: Dr. Hunter Albright, CRO at SALT~This Episode is sponsored by SALT~Borrow on SALT Now! ➜https://bit.ly/pbnsalt00:00 Intro00:30 Lending Growth01:00 SALT Lending Framework02:20 Who is this for?04:15 SALT Shield06:00 Liquidation limit?06:45 How are you different from Morpho?09:00 Business features12:15 Loan maintenance14:40 Borrowing against other assets16:00 What can I do with my loan?17:50 Book: The Bitcoin Advantage21:00 Outro#Crypto #Bitcoin #Ethereum~Bitcoin "No-Liquidation" Loans
Katana is a DeFi-optimized Layer-2 blockchain on Polygon, designed to consolidate liquidity and provide sustainable yields through integrated protocols like SushiSwap, Morpho, and Vertex. It features Chain-Owned Liquidity (CoL), reinvesting sequencer fees and app revenue to ensure deep liquidity pools and minimize slippage for users. The KAT token enables governance and incentivizes participation, and will soon drop.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Justin aka @Crypto_Texan - DeFi Ecosystem Growth Lead at KatanaKatana Vault platform➜ https://bit.ly/KatanaVaults00:00 Intro00:10 Sponsor: Tangem00:40 Stablecoins on Polygon01:00 Katana growth01:20 Katana yield02:20 Katana and why Polygon needs it05:00 Core applications being used: morpho & sushiswap08:20 What is $AUSD 10:45 How often do rewards get distributed?14:00 TurtleClub: tracking rewards15:00 What other AggLayer chains should we be excited about?16:55 Bridging Gas Fees too high?20:35 When is $KAT token launch?22:30 Will Polymarket launch its own token, or enter agreement with Circle?24:10 Will AggLayer support tokenized stocks soon?25:45 Is $POL undervalued?27:00 Outro#Crypto #Stablecoin #Ethereum~Polygon Stablecoins Reaching Record Highs!
In this episode of Crazy Wisdom, host Stewart Alsop sits down with Juan Samitier, co-founder of DAMM Capital, for a wide-ranging conversation on decentralized insurance, treasury management, and the evolution of finance on-chain. Together they explore the risks of smart contracts and hacks, the role of insurance in enabling institutional capital to enter crypto, and historical parallels from Amsterdam's spice trade to Argentina's corralito. The discussion covers stablecoins like DAI, MakerDAO's USDS, and the collapse of Luna, as well as the dynamics of yield, black swan events, and the intersection of DeFi with AI, prediction markets, and tokenized assets. You can find Juan on Twitter at @JuanSamitier and follow DAMM Capital at @DAMM_Capital.Check out this GPT we trained on the conversationTimestamps00:05 Stewart Alsop introduces Juan Samitier, who shares his background in asset management and DeFi, setting up the conversation on decentralized insurance.00:10 They discuss Safu, the insurance protocol Juan designed, and why hedging smart contract risk is key for asset managers deploying capital in DeFi.00:15 The focus shifts to hacks, audits, and why even fully audited code can still fail, bringing up historical parallels to ships, pirates, and early insurance models.00:20 Black swan events, risk models, and the limits of statistics are explored, along with reflections on Wolfram's ideas and the Ascent of Money.00:25 They examine how TradFi is entering crypto, the dominance of centralized stablecoins, and regulatory pushes like the Genius Act.00:30 DAI's design, MakerDAO's USDS, and Luna's collapse are explained, tying into the Great Depression, Argentina's corralito, and trust in money.00:35 Juan recounts his path from high school trading shitcoins to managing Kleros' treasury, while Stewart shares parallels with dot-com bubbles and Webvan.00:40 The conversation turns to tokenized assets, lending markets, and why stablecoin payments may be DeFi's Trojan horse for TradFi adoption.00:45 They explore interest rates, usury, and Ponzi dynamics, comparing Luna's 20% yields with unsustainable growth models in tech and crypto.00:50 Airdrops, VC-funded incentives, and short-term games are contrasted with building long-term financial infrastructure on-chain.00:55 Stewart brings up crypto as Venice in 1200, leading into reflections on finance as an information system, the rise of AI, and DeFi agents.01:00 Juan explains tokenized hedge funds, trusted execution environments, and prediction markets, ending with the power of conditional markets and the future of betting on beliefs.Key InsightsOne of the biggest risks in decentralized finance isn't just market volatility but the fragility of smart contracts. Juan Samitier emphasized that even with million-dollar audits, no code can ever be guaranteed safe, which is why hedging against hacks is essential for asset managers who want institutional capital to enter crypto.Insurance has always been about spreading risk, from 17th century spice ships facing pirates to DeFi protocols facing hackers. The same logic applies today: traders and treasuries are willing to sacrifice a small portion of yield to ensure that catastrophic losses won't wipe out their entire investment.Black swan events expose the limits of financial models, both in traditional finance and crypto. Juan pointed out that while risk models try to account for extreme scenarios, including every possible tail risk makes insurance math break down—a tension that shows why decentralized insurance is still early but necessary.Stablecoins emerged as crypto's attempt to recreate the dollar, but their design choices determine resilience. MakerDAO's DAI and USDS use overcollateralization for stability, while Luna's algorithmic model collapsed under pressure. These experiments mirror historical monetary crises like the Great Depression and Argentina's corralito, reminding us that trust in money is fragile.Argentina's history of inflation and government-imposed bank freezes makes its citizens uniquely receptive to crypto. Samitier explained that even people without financial training understand macroeconomic risks because they live with them daily, which helps explain why Argentina has some of the world's highest adoption of stablecoins and DeFi tools.The path to mainstream DeFi adoption may lie in the intersection of tokenized real-world assets, lending markets, and stablecoin payments. TradFi institutions are already asking how retail users access cheaper loans on-chain, showing that DeFi's efficiency could become the Trojan horse that pulls traditional finance deeper into crypto rails.Looking forward, the fusion of AI with DeFi may transform finance into an information-driven ecosystem. Trusted execution environments, prediction markets, and conditional markets could allow agents to trade on beliefs and probabilities with transparency, blending deterministic blockchains with probabilistic AI—a glimpse of what financial Venice in the information age might look like.
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