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Hivemind: ETH Pump, Solana’s Edge & the New Meme Meta

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Manage episode 482911278 series 2891460
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, the Hivemind team discuss ETH's sudden outperformance and whether it's driven by genuine flows or just positioning, Solana's strength as the launchpad for "Internet Capital Markets," and the evolving narratives around RWA tokens, L1 rotation, and meme coin mania. They also touch on Celestia’s roadmap struggles, the logic behind tokenized equity fundraising, and Worldcoin. Enjoy!

--

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire

--

Follow Ceteris: https://x.com/ceterispar1bus

Follow Jose: https://x.com/ZeMariaMacedo

Follow Yan: https://x.com/YanLiberman

Follow Jason: https://x.com/3xliquidated

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

Subscribe on YouTube: https://bit.ly/4jYEkBx

Subscribe on Apple: https://bit.ly/3ECSmJ3

Subscribe on Spotify: https://bit.ly/4hzy9lH

--

Join us at Permissionless IV June 24th - 26th. Use code EMPIRE10 for 10% OFF! https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Believe Screener: https://www.believescreener.com/

--

Timestamps:

(0:00) Cold Opening

(2:59) Introduction

(5:37) ETH Pump & Future

(13:51) Slightly Cautious

(19:17) Time to Derisk?

(24:34) What We’re Excited About

(29:11) Solana & Internet Capital Markets

(38:04) Celestia Fundamentals

(42:18) Hype & RWAs

(45:38) Market Opportunities

(49:27) Believe & ICM Launchpad

(57:56) Worldcoin Pitch

(1:03:50) Final Thoughts

--

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.

  continue reading

507 episodes

Artwork
iconShare
 
Manage episode 482911278 series 2891460
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, the Hivemind team discuss ETH's sudden outperformance and whether it's driven by genuine flows or just positioning, Solana's strength as the launchpad for "Internet Capital Markets," and the evolving narratives around RWA tokens, L1 rotation, and meme coin mania. They also touch on Celestia’s roadmap struggles, the logic behind tokenized equity fundraising, and Worldcoin. Enjoy!

--

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire

--

Follow Ceteris: https://x.com/ceterispar1bus

Follow Jose: https://x.com/ZeMariaMacedo

Follow Yan: https://x.com/YanLiberman

Follow Jason: https://x.com/3xliquidated

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

Subscribe on YouTube: https://bit.ly/4jYEkBx

Subscribe on Apple: https://bit.ly/3ECSmJ3

Subscribe on Spotify: https://bit.ly/4hzy9lH

--

Join us at Permissionless IV June 24th - 26th. Use code EMPIRE10 for 10% OFF! https://blockworks.co/event/permissionless-iv

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Believe Screener: https://www.believescreener.com/

--

Timestamps:

(0:00) Cold Opening

(2:59) Introduction

(5:37) ETH Pump & Future

(13:51) Slightly Cautious

(19:17) Time to Derisk?

(24:34) What We’re Excited About

(29:11) Solana & Internet Capital Markets

(38:04) Celestia Fundamentals

(42:18) Hype & RWAs

(45:38) Market Opportunities

(49:27) Believe & ICM Launchpad

(57:56) Worldcoin Pitch

(1:03:50) Final Thoughts

--

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.

  continue reading

507 episodes

All episodes

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