From raising at 100x revenue to $0
Crypto startups are running out of runway
Will we see more crypto companies quietly shut down in 2023 or can cost cutting and VC funding step in?
Tune in to find out!
Spotify: spoti.fi/3Rxzs8K
YouTube: youtu.be/WJxhMTrWJdY
Empire 🟪’s Tweets
"single greatest podcast episode I have heard" 👀
- Spotify: bit.ly/3kVkoFT
- YouTube: youtu.be/o-1hTzn0NSg
Quote Tweet
The latest @theempirepod with @NorthRockLP is the single greatest podcast episode I have heard.
Incredible review of the past month of crypto trading and good alpha on whats coming up.
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1. Seller exhaustion
2. FOMO buying
3. Reinforcing feedback loop
Steps 1 + 2 lead to violent market movements, which increases on-chain activity, driving investment interest and further price appreciation. The 🌀 repeats.
From today's episode [links below]
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Hal brings the heat on today's pod
The LSD trade, ETH vs BTC, L2 landscape, dYdX bull case, trading frameworks and more!
- Spotify: bit.ly/3kVkoFT
- YouTube: youtu.be/o-1hTzn0NSg
Quote Tweet
If you could only ever listen to one of my podcasts this would probably be the one I recommend. Recorded last week, released today, this sums up most of my core views quite well.
youtube.com/watch?v=o-1hTz
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We just entered the 3rd phase of the bear market.
What should you expect? Apathy
But... that doesn't mean you can't navigate this phase with finesse. We discuss how on today's roundup!
Spotify: bit.ly/3kM0tZU
YouTube: youtu.be/FoAHMjFtu3c
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7. There are a number of good good pods on Eiganlayer for those interested to dive a little bit deeper:
Can't miss if you want to level up your technical knowledge.
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1/ Staked ETH is getting an upgrade
If you don't know how could revolutionize staked ETH's utility... it's time to catch up
and join us to discuss EigenLayer's opportunity, risks, business model and more!
links 👇
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Broke: users are loyal to Ethereum
Woke: users are loyal to Apps
Bespoke: users are loyal to Wallets
Polygon and L2s make onboarding easy (you already have Metamask)
How will and AppChains respond?
🔥 episode with & tomorrow on
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1/ You're familiar with Cosmos AppChains, Ethereum L2s and Solana's global state... but what about Subnets?
Avalanche believes Subnets will scale while L2s fracture (liquidity/user experience)
New episode with and ! Links below 👇
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Is Lido's monopoly a threat to Ethereum?
We chat LSDs, the power of business development in crypto, Winklevoss vs DCG and more in today's roundup!
- Spotify: bit.ly/3H2AGVO
- Apple: bit.ly/3XuX93q
- Youtube: youtu.be/PYKEZDsqGEw
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1/ What are your favorite crypto podcasts?
Mine are
- : deep protocol alfalpha
- : best crypto frameworks
- : most evergreen content
- : the OGs
- Uncommon Core: is my muse
- : my 2023 dark horse
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Switching costs are low to nonexistent in DeFi
But can protocols create a "switching loss" by increasing marginal customer utility each time the user interacts with their project?
e.g. Amazon improves your search results ("recommended for you") the more you use it
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Why don't we have "share of wallet" metrics?
"a sales metric indicating how much (on avg) a consumer spends on a company's product as compared to how much they spend on competing products"
Time to get SaaSy (metrics)
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Stop telling me Bitcoin's subsidy issue is inevitable
Bitcoin can:
- migrate to another settlement layer
- Add inflation
- Move to PoS (once battle-tested)
For better/worse (better) the world got off the gold standard. Things change.
A generational shift might be needed
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James Watt pulled forward the adoption of the steam engine with one word:
Horsepower
Buyers thought in terms of horses, not cylinders or nerd engineering terms.
Picking the right words changes outcomes. Where can this be applied in crypto?
h/t
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Apple just launched a crypto wallet 👀
Is this game over for every other wallet?!
Hold up, no they didn't.
But what would happen if they did? wrong answers only
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House of Gucci's biggest competitor isn't Prada
It's House of Fortnight, who sold $20B+ of virtual goods over the last four years
NFTs bout to move wayyy beyond just pfps
- on
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10 Investment themes for 2023 with and of Brevan Howard (20B+ AUM)
Listen in and get ready for big 🧠 insights
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Start the week on a positive note - me, and go deep on our outlook for 2023, market structure, stablecoins, brands, gaming, and why after a decade in crypto I have never been more excited about investing.
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The Best, The Worst and Our Favorites of 2022
& pull a Michael Scott by hosting this year's Annual Empire Awards
We cover our favorite project, worst investment, wildest predictions, favorite new habit, 2023 goals and more!
[links below]
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Real question. How is this free?
Quote Tweet
We broke down 2022's most important network level innovations, launches, successes, and failures into a 20 minute read.
We cover:
- Ethereum
- L2s
- The Cosmos
- Alt L1s
- Network Infrastructure
Read for FREE thanks to @MMInstitutional
blockworksresearch.com/research/2022-
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2023 Predictions
- Wallet Wars
- Centralized Exchange Market Share 📉
- Vertical Integration
- MEV is THE business model
- and so much more
Get off the couch, take a walk and catch our new episode with
[links below]
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2023 Predictions
- Wallet Wars
- Centralized Exchange Market Share 📉
- Vertical Integration
- MEV is THE business model
- and so much more
Get off the couch, take a walk and catch our new episode with
[links below]
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It’s been one year since I joined on
What topic do you enjoy listening to the most?
- Current events / news36.3%
- Technical discussions38.7%
- Founder stories19%
- Other (comment below)6%
168 votesFinal results
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SBF has consumed enough of your attention
Refocus on markets, learning and evaluating the investment landscape. It's time to suit up.
& provide exactly this in today's roundup. Insight after insight.
[links below]
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SBF has consumed enough of your attention
Refocus on markets, learning and evaluating the investment landscape. It's time to suit up.
& provide exactly this in today's roundup. Insight after insight.
[links below]
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Let the 2023 prediction episodes commence
but be warned
I have a very particular set of skills, and in 2024 I will look for your silly predictions, I will find them...
and I will ratio you
What are your top predictions anon?
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DeFi and TradFi rates are anticorrelated, meaning as one has gone down the other has gone up.
But what caused this? And what does it mean for the future of DeFi?
In this podcast talks through the findings of our research with and
Quote Tweet
1/ DeFi's meme is dead
"Why earn .01% with Wells Fargo when u can earn 20%+ in DeFi" - you schilling crypto
TradFi rates are now higher than DeFi 
... but wait
What opportunities does this create?
New episode with @0xSimonJones from @voltz_xyz | links
... but wait
What opportunities does this create?
New episode with @0xSimonJones from @voltz_xyz | linksShow this thread
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1/ DeFi's meme is dead
"Why earn .01% with Wells Fargo when u can earn 20%+ in DeFi" - you schilling crypto
TradFi rates are now higher than DeFi ☠️ ... but wait
What opportunities does this create?
New episode with from | links👇
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2/ Sneak peek: you might want to start paying attention to DeFi interest rate swap + fixed lending protocols.
Where to listen 🎧
Spotify: bit.ly/3WwCqeL
Apple: bit.ly/3HRkTdg
Youtube:
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1/ DeFi's meme is dead
"Why earn .01% with Wells Fargo when u can earn 20%+ in DeFi" - you schilling crypto
TradFi rates are now higher than DeFi ☠️ ... but wait
What opportunities does this create?
New episode with from | links👇
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What to do next?
Follow and check out today's episode here:
Spotify: bit.ly/3uZbVmJ
Apple: bit.ly/3uUAnpd
YouTube:
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