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Why Is Crypto Crashing? | Weekly Roundup
1时15分40秒
02-06
Episode Summary
Voice Summary:
0:00:00

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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Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:


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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.

Next Episode
How Rain Grew To A $2B Company | Charles Yoo-Naut

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!


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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


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"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"


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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.


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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


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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


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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.

1时12分59秒
Host
Empire 名片
Single Episode:299
02-06