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This week, the Hivemind team breaks down the continued sell-off in markets, from crypto to software. We deep-dive into the historical L1 premium, the endgame for Hyperliquid, Bitcoin's quantum threat, Vitalik's post on L2s, and more. Enjoy!
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Follow Ceteris: https://x.com/ceterispar1bus
Follow Jason: https://x.com/3xliquidated
Follow Yan: https://x.com/YanLiberman
Follow LTR: https://x.com/maybeltr
Follow Empire: https://x.com/theempirepod
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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(00:00) Introduction
(00:48) State of The Market
(13:15) Are L1s Still Overvalued?
(22:50) The Hyperliquid End Game
(31:38) Bitcoin’s Quantum Threat
(36:42) Ethereum’s L2 Roadmap
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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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.
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!
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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
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(00:00) Introduction
(03:41) State of the Market
(08:48) Josh's Outlook For 2026
(18:45) The SaaS-Pocalypse & Crypto's Marginal Buyer
(26:12) Coinbase Ad
(26:58) The Crypto to AI Rotation
(37:24) The Ethereum L2 Roadmap
(47:27) Kyle Samani Leaves Multicoin
(01:01:45) Why Is Josh Still In Crypto?
(01:03:57) 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.
