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The Ultimate Coinbase Debate: Can It Survive? | Jeff Dorman

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Manage episode 480681869 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.

Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid), who is best positioned to win the exchange wars, the opportunity for DeFi & more. Enjoy!

--

Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

--

Follow Jeff: https://x.com/jdorman81 Follow Santi: https://x.com/santiagoroel

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

Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh

--

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

--

Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv

--

Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods.

Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn

--

Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025.

--

Crypto never sleeps. So we built an Al analyst that never blinks.

Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.

🔹 Screen, chart, and analyze 1300+ tokens

🔹 Summarize market-moving news instantly

🔹 Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie

Get started today: https://askfocal.com

--

Token.com is a social-first crypto platform transforming how people discover and trade through crypto content. The revolutionary in-feed trading turns complex crypto into intuitive investments, while content creators earn from every trade and projects amplify their stories through native tokens - creating a new era of social media-powered crypto discovery. Just scroll to watch and tap to invest. Download the app!

--

Timestamps:

(00:00) Intro

(03:06) Do Fundamentals Matter In Crypto?

(08:58) Ripple's Breakthrough Moment

(11:38) Ads (Aptos, Zenrock)

(12:58) The Coinbase Business Model

(20:59) Are Coinbase Users Sticky?

(25:29) The Rise Of DEXs

(31:41) Ads (Aptos, Zenrock)

(33:01) Is There A Bull Case For Coinbase?

(37:55) Tokenization

(43:37) Ads (Falcon x, Token.com)

(45:05) The Opportunity For DeFi

(50:32) Value Accrual

(57:07) How To Bring Assets Onchain

(01:10:09) Should Securities Laws Be Updated?

--

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, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

501 episodes

Artwork
iconShare
 
Manage episode 480681869 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.

Gm! This week we're joined by Jeff Dorman to discuss his recent tweet on the bear case for Coinbase. We deep dive into the Coinbase business model, the rise of DEXs (Hyperliquid), who is best positioned to win the exchange wars, the opportunity for DeFi & more. Enjoy!

--

Start your day with crypto news, analysis and data from Katherine Ross. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts

--

Follow Jeff: https://x.com/jdorman81 Follow Santi: https://x.com/santiagoroel

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

Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh

--

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

--

Grab your tickets to Permissionless IV. Use code EMPIRE10 for 10% off: https://blockworks.co/event/permissionless-iv

--

Petra Earn was designed to make DeFi more accessible for everyone—from seasoned pros to DeFi beginners. Manage your balance, claim rewards and deposit directly from the app. By supplying USDT to Aries lending pools, users have the potential to earn a higher yield compared to some traditional methods.

Not financial advice. Participating in Defi carries risks. To learn more visit https://petra.app/earn

--

Zenrock is a permissionless, decentralized custody network backed by 1RoundTable Partners, 10T, Maven11, and Spartan. Live on Jupiter, $ROCK is the native token for transactions within the Zenrock ecosystem and secures Zenrock’s decentralized custody network.

The first application launching on Zenrock is zenBTC – yield-bearing Bitcoin on Solana. zenBTC will be live in April 2025.

--

Crypto never sleeps. So we built an Al analyst that never blinks.

Meet Focal by FalconX: a GenAI insights engine built for institutional crypto. Already used by 80+ funds managing $10B+ in AUM.

🔹 Screen, chart, and analyze 1300+ tokens

🔹 Summarize market-moving news instantly

🔹 Integrates data from CoinGecko, Kaito, Token Terminal, Tokenomist, The Tie

Get started today: https://askfocal.com

--

Token.com is a social-first crypto platform transforming how people discover and trade through crypto content. The revolutionary in-feed trading turns complex crypto into intuitive investments, while content creators earn from every trade and projects amplify their stories through native tokens - creating a new era of social media-powered crypto discovery. Just scroll to watch and tap to invest. Download the app!

--

Timestamps:

(00:00) Intro

(03:06) Do Fundamentals Matter In Crypto?

(08:58) Ripple's Breakthrough Moment

(11:38) Ads (Aptos, Zenrock)

(12:58) The Coinbase Business Model

(20:59) Are Coinbase Users Sticky?

(25:29) The Rise Of DEXs

(31:41) Ads (Aptos, Zenrock)

(33:01) Is There A Bull Case For Coinbase?

(37:55) Tokenization

(43:37) Ads (Falcon x, Token.com)

(45:05) The Opportunity For DeFi

(50:32) Value Accrual

(57:07) How To Bring Assets Onchain

(01:10:09) Should Securities Laws Be Updated?

--

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, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

501 episodes

All episodes

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