Empire

This week, we’re back with another weekly roundup to discuss why everyone in crypto feels so bearish. We then dive deep into whether stablecoins significantly improve payment rails, Robinhood’s AI agent announcement, Rob’s takeaways from a trip to D.C., MicroStrategy and RoboStrategy NAV premiums, and more. Enjoy!

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Follow Jason: https://x.com/JasonYanowitz

Follow Santi: https://x.com/santiagoroel

Follow Rob: https://x.com/HadickM

Follow Empire: https://x.com/theempirepod

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Timestamps:

(00:00) Introduction

(00:50) Why’s The Timeline So Bearish?

(22:12) Robinhood Launches AI Agents

(32:23) Morpho Midnight

(44:27) Is DeFi Uninvestable?

(49:15) Takeaways From D.C.

(54:14) MicroStrategy & RoboStrategy NAV Premiums

(58:22) Content of The Week

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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 back with another weekly roundup to discuss why Hyperliquid is having its breakout moment by capitalizing on the trillion dollar IPO wave. We then deep dive into whether we’re entering a new bull market, if Ethereum is overvalued, SpaceX’s IPO, and more. Enjoy!

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Follow Jason: https://x.com/JasonYanowitz

Follow Santi: https://x.com/santiagoroel

Follow Rob: https://x.com/HadickM

Follow Empire: https://x.com/theempirepod

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Timestamps:

(00:00) Introduction

(02:20) Hyperliquid’s Breakout Moment

(23:38) SpaceX's IPO

(29:15) Are We Entering A New Bull Market?

(36:15) Why Ethereum Is Overvalued

(53:28) Content of The Week

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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, Mike Cagney joins the show to discuss Figure and how it became the leading non-bank HELOC lender in the U.S. We deep dive into how Figure leverages blockchain rails to scale the next evolution of capital markets before Mike shares his thoughts on tokenization, being a public vs private company, how to fix tokens and more. Enjoy!

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Follow Mike: https://x.com/mcagney

Follow Jason: https://x.com/JasonYanowitz

Follow Empire: https://x.com/theempirepod

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Timestamps:

(00:00) Introduction

(03:20) How Do Blockchains Disrupt Capital Markets?

(09:28) Why Did Mike Build Figure?

(27:00) Will Figure Launch a Wallet?

(38:05) SoFi’s Superbowl Ads

(45:42) Tokenizing Equities

(55:08) The Provenance Blockchain

(01:01:46) Being a Public vs Private Company

(01:07:18) How To Fix Tokens

(01:12:27) What’s Next For Crypto In 5 Years?

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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 back with another weekly roundup to discuss the current AI mania and how it feels similar to crypto in 2017. We then deep dive into Circle's $222M raise, expectations for the Clarity Act, Anthropic's crackdown on SPVs and more. Enjoy!

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Follow Jason: https://x.com/JasonYanowitz

Follow Santi: https://x.com/santiagoroel

Follow Rob: https://x.com/HadickM

Follow Empire: https://x.com/theempirepod

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Timestamps:

(00:00) Introduction

(05:44) AI Today Feels Like Crypto In 2017

(27:12) Circle Raises $222M

(46:15) The Clarity Act

(59:03) Anthropic Cracks Down On SPV’s

(01:10:30) Content of The Week

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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, Stani Kulechov & Mike Silagadze join the show to discuss the aftermath of the KelpDAO exploit. We deep dive into why this hack could have potentially killed DeFi, launching the DeFi United fund, how to mitigate against future hacks, why DeFi tokens are uninvestable and more .Enjoy!

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Follow Stani: https://x.com/StaniKulechov

Follow Mike: https://x.com/MikeSilagadze

Follow Jason: https://x.com/JasonYanowitz

Follow Empire: https://x.com/theempirepod

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This episode is brought to you by Fidelity Crypto. Learn more at https://Fidelity.com/crypto



Fidelity Crypto was built in-house with over a dozen years of crypto experience. So you can trade crypto and stocks in one place at Fidelity, backed by industry-leading security. Fidelity Crypto. We're here to help you feel good about investing in crypto.



Crypto is offered by Fidelity Digital Assets, NA, is not insured by FDIC or SIPC and includes risk of complete loss. Securities offered by Fidelity Brokerage Services, LLC. Member NYSE, SIPC.

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Timestamps:

(00:00) Introduction

(04:08) How The KelpDAO Exploit Could Have Killed DeFi

(14:13) Fidelity Crypto Ad

(14:48) Launching DeFi United

(30:12) Fidelity Crypto Ad

(30:52) The Future of Aave & EtherFi

(39:00) DeFi’s Speculative Premium

(43:00) How To Prevent DeFi Hacks?

(53:00) Why DeFi Tokens Are Uninvestable

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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.