Jason and Santi break down the Fifth Circuit's ruling against Tornado Cash sanctions and its implications for crypto protocols. They also examine PumpFun's content moderation crisis and how platforms should navigate these issues. The discussion then shifts to Brazil's proposed Bitcoin reserve bill and broader government adoption, exploring how geopolitical dynamics are reshaping institutional crypto demand. They close out by discussing Base's growth, memecoin dynamics, and surprising movements i...
Nov 29, 2024•56 min
In today's episode we are joined by ParaFi partners, Ben Forman and Kevin Yedid-Botton. They unpack their biggest predictions for crypto in 2030. They unpack their vision of Bitcoin reaching gold parity at $815K, stablecoins hitting 10% of M2 supply, and AI dominating 90% of on-chain activity. They also explain the evolution of prediction markets, Solana's path to Ethereum parity, and why wallets will become the new banks. To close out they discuss the rising geopolitical influences Bitcoin may ...
Nov 26, 2024•2 hr 2 min
The Hivemind team unpacks MicroStrategy's leveraging of its premium to accumulate billions in Bitcoin. Yan discusses the sustainability of this strategy as BTC hits 95k and what this could imply for the wider market. Then the team explores how financialization of emerging AI agents may continue. To close out they discuss general market sentiment and their outlook and what tokens may perform the best. Thanks for tuning in! - - Start your day with crypto news, analysis and data from Katherine Ross...
Nov 23, 2024•1 hr 6 min
In this week's roundup, Jason and Santi dive into weird lack of euphoria on crypto twitter despite Bitcoin hitting $98K and analyze why the market dynamics feel different this cycle. They explore Trump's recent pro-crypto moves, including meetings with Coinbase's CEO, suggesting a shift in US crypto policy. They also break down the emerging AI agents narrative, debate the significance of MicroStrategy's latest Bitcoin purchases, and explain why stable coin adoption is severely underestimated. Th...
Nov 22, 2024•57 min
We're back with another live episode of 1000x. This week, we discuss what's performing in this market, finding crypto's next big trade, the BTC ETF options impact, 2021 vs today & much more. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Timestamps: (00:00) Introduction (01:49) Is ETH The XRP Of This Cycle? (03:41) What’s Performing In This Mark...
Nov 19, 2024•48 min
In today's episode we are joined by One River and Coinbase Asset Management CEO Eric Peters to unpack how institutions are thinking about crypto this cycle. Eric breaks down why infrastructure providers like Coinbase are positioned to be the biggest winners, how tokenized equities could transform global market access, and what the institutional capital cycle means for Bitcoin, ETH, and Solana. Eric also breaks down why we're at the beginning of a complete reboot of financial architecture and how...
Nov 19, 2024•1 hr 16 min
In this episode, Santi and Jason discuss the launch of Inversion Capital, the recent multichain expansion of BlackRock’s BUIDL, and Coinbase’s flurry of memecoin listings. They also dove into the recent ETF flows, and Ethereum 3.0. Finally, they closed out the episode with their thoughts on a Bitcoin strategic reserve, Blur’s fee switch proposal, and the phases of a crypto bull market Resources Ben Horowitz Clip: https://x.com/solana/status/1856523333090820378 RWA Dashboard: https://app.rwa.xyz/...
Nov 15, 2024•1 hr 32 min
In today's episode Austin Federa (Head of Strategy at Solana Foundation) and Ekram Ahmed (CMO of Celestia) - break down what actually works in crypto marketing. They discuss why Web2 marketing principles fail in crypto, reveal how Solana and Celestia developed their distinct narrative positions, and explain what most projects get wrong about crisis communications and community building. The conversation covers everything from the "modular vs monolithic" narrative war to why marketing agencies ra...
Nov 14, 2024•1 hr 26 min
Gm, we're back with another episode where we discuss crypto's bull market breakout. We deep dive into trading momentum vs profit taking, what's performing in this market, alt's, crypto stocks & so much more. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newslet...
Nov 13, 2024•1 hr 2 min
In today's episode Theo from Gunzilla Games joins us to break down how Off The Grid became web3's first successful AAA game, reaching over 8.3 million players in just weeks. We explore the 5-year, $100M journey of building the blockchain enabled battle royale game. Theo shares insights on their custom Avalanche chain, battle pass monetization strategy, and vision for building the "Nintendo of web3" through their Gunzilla gaming ecosystem. Thanks for tuning in! - - Start your day with crypto news...
Nov 12, 2024•1 hr 3 min
Join the Hivemind crew for their thoughts on Trump's election victory and its implications for the crypto industry. They unpack potential regulatory shifts, from Gary Gensler's future to the possibility of a Bitcoin strategic reserve. They also dive into the evolving landscape of token launches, debating whether the return of ICOs could reshape market dynamics and liquidity. They also discuss Polymarket's election success to the future of meme coins, venture capital, and liquid crypto investment...
Nov 09, 2024•1 hr 8 min
Chat with us in our new telegram: https://t.co/uvyS3SSdUn In this episode, Jason and Santi unpack the implications of Trump's victory for the crypto industry. From Bitcoin's immediate price surge to the potential for a US Bitcoin reserve, they discuss how the regulatory landscape could dramatically shift in crypto's favor. They also unpack why prediction markets like Polymarket emerged as crucial information sources during the election, the return of major crypto conferences to the US, and share...
Nov 08, 2024•1 hr 3 min
Gm, we're back with another episode where we discuss what a Trump victory means for markets, Bitcoin's breakout to $75k, finding the best trades in crypto, what to expect as we head into 2025 & more! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://bl...
Nov 07, 2024•57 min
In today's episode Bridge founder Zach Abrams discusses how they built a billion-dollar company in just 18 months before being acquired by Stripe. He shares the inside story of building critical stablecoin infrastructure that processes billions in transaction volume with less than 0.01% fraud. The conversation covers their rapid growth from launch during the USDC de-peg to becoming essential infrastructure for governments, fintechs, and global companies. Zach also reveals his vision for the futu...
Nov 05, 2024•1 hr 11 min
In this episode, Jason and Santi dive deep into what to expect heading into the United States election cycle, Coinbase's Q3 earnings miss, and why the market's reaction might be overblown. They analyze the implications of Celestia's massive token unlock and debate the fundamentals versus market perception. The duo then provides an in-depth analysis of crypto's role in the upcoming election, examining Poly Market's controversial Trump odds and the potential impact of crypto voters in swing states...
Nov 01, 2024•1 hr 10 min
Gm! This week Will Clemente joins the show to discuss what's next for crypto. We deep dive into the Bitcoin thesis, Will's highest conviction trades in crypto, Microstrategy, BTC miners, the election impact, memecoins & much more. Enjoy! -- Follow Will: https://x.com/WClementeIII Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Get top market insights and t...
Oct 31, 2024•1 hr 12 min
In today's episode we unpack why Kraken is building a Layer 2, Ink. Andrew and Hilmar, dive into why companies are rushing to launch their own chains. We unpack the technical decisions behind launching an L2, and debate who actually needs their own chain, and explore predictions that hundreds of new L2s will launch in the coming months. The conversation really explores if crypto and financial products might depend on custom chain infrastructure. Thanks for tuning in! - - Start your day with cryp...
Oct 29, 2024•1 hr 11 min
In this episode, the Hivemind team dives deep into the phenomenon of AI memecoins, unpacking the meteoric rise of GOAT and its implications. They then explore Solana's dominance in the current cycle and what it means for the ecosystem. The conversation shifts to macro concerns as they discuss Paul Tudor Jones and Druckenmiller's warnings about the US fiscal situation. Finally, they analyze Stripe's major $1.1B acquisition of Bridge and its implications for stablecoin adoption. Thanks for tuning ...
Oct 26, 2024•54 min
In this episode, we dive deep into why memecoins have become undeniable for both retail and institutional investors. We explore key trading insights from Soros and Druckenmiller that apply to today's crypto market, then examine Kraken's L2 launch and what it means for exchanges. The conversation concludes with Stripe's $1.1B Bridge acquisition and why stablecoins are becoming the "superconductors" of financial services. Thanks for listening! - - Start your day with crypto news, analysis and data...
Oct 25, 2024•1 hr 5 min
In this episode, Antonio, founder of dYdX, opens up about his deeply personal journey of stepping down as CEO and ultimately returning to the company. He shares raw insights about founder identity, the emotional toll of building a successful company, and the profound realizations that came from completely disconnecting from his creation. The conversation explores the unique challenges founders face with connection, leadership, and authenticity, while offering a candid look at how Antonio plans t...
Oct 22, 2024•1 hr 11 min
In this episode, we dive deep into the state of crypto heading into the election with special guest, The Giver. We explore Bitcoin's recent surge and its true correlation with the upcoming election. The Giver shares his contrarian view on Bitcoin's rally and explains why he's shorting altcoins. We also delve into meme coins, discussing their role in portfolio composition and their potential for uncorrelated returns. Enjoy! -- Follow The Giver: https://x.com/lazyvillager1 Follow Avi: https://twit...
Oct 19, 2024•1 hr 5 min
In this episode, Yano and Santi dive deep into the evolving landscape of crypto conferences, unpacking the success and struggles of Permissionless 2024. They discuss the launch of Blockworks' new advisory business, offering insights into the growing need for specialized crypto consulting. The conversation then shifts to Santi's ambitious plans for a crypto-focused private equity fund, aiming to transform traditional businesses. Thanks for tuning in! - - Start your day with crypto news, analysis ...
Oct 18, 2024•1 hr 13 min
In this episode, Jason is live from Permissionless with Michael Anderson from Framework Ventures and Avichal Garg from Electric Capital. They delve into the implications of Uniswap's Unichain, exploring its potential impact on ETH, OP, and the broader DeFi ecosystem. The conversation shifts to the evolving landscape of crypto applications and infrastructure, touching on investment strategies in both public and private markets. Finally, they discuss the upcoming U.S. election's influence on crypt...
Oct 14, 2024•46 min
In this episode, the Hivemind team dives deep into Uniswap's UniChain announcement, exploring its potential impact on DeFi infrastructure and L2 dynamics. They debate the merits and risks of meme coins versus utility tokens, discussing their role in user onboarding and capital allocation. The conversation shifts to the growing importance of Crypto AI, with insights into upcoming Delphi Digital research. Finally, they analyze the successful launch of Off The Grid, a AAA crypto game. Thanks for tu...
Oct 12, 2024•58 min
Gm, this week we're live from Permissionless! We discuss the election impact on crypto markets, Bitcoin vs alt's vs memes, how to make it this cycle & why it's now time to lock in. Enjoy! -- Follow Mike: https://x.com/MikeIppolito_ Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks...
Oct 11, 2024•40 min
In this episode, Logan Jastremski, founder of Frictionless Capital, discusses the future of high-throughput blockchains and their current place in the crypto L1 landscape. He delves into the advantages of integrated blockchain solutions like Solana over Ethereum's, and explains why bandwidth and compute power are crucial for the endgame of blockchain scalability. Logan shares insights on the challenges facing Ethereum, the promise of emerging chains like Sui and Aptos, and the importance of focu...
Oct 08, 2024•1 hr 20 min
In this episode, Santi and Jason discuss their respective journey’s as founders and investors. They also unpack the growing success of DePIN and payments systems on Solana, and their respective future outlooks. Additionally, they think through portfolio construction in a world dominated by AI. Finally, they close out the episode by breaking down BitGo’s new stablecoin model. Thanks for tuning in! Resources Why Air Rights Are Trading on Crypto Rails: https://apple.co/3TUp9hA How Crypto Fixes the ...
Oct 04, 2024•1 hr 20 min
In this episode, Jordi Alexander exposes the fundamental flaws in how capital is allocated in crypto. Jordi dissects the misaligned incentives, short-term thinking, and hype-driven decision-making that plague the space. He unpacks his take on token economics, the pitfalls of venture capital deals, and the often-overlooked dynamics of supply and demand. Jordi also shares insights on how projects like Mantle are attempting to rectify these issues, and provides a sobering outlook on what needs to c...
Oct 01, 2024•1 hr 16 min
In this episode, the Hivemind team unpacks their biggest insights from Breakpoint and Token2049. They then dive into the surprising resurgence of VC coins, analyzing their performance against memecoins and the potential impact of upcoming unlocks. The discussion then shifts to the market shift, debating Bitcoin's path to potential new highs, Solana's momentum, and how the looming U.S. election could shape crypto's regulatory landscape and next big narrative. Thanks for tuning in! - - Start your ...
Sep 28, 2024•1 hr 22 min
In this episode, Santi and Jason reveal their "uncomfortable bullishness" on crypto, despite recent market choppiness. They dissect Kamala Harris's first pro-crypto statements and their potential impact on the industry. They also dive into the growth of DePIN projects, particularly Helium's surprising metrics and its implications for the sector. They share insights from Breakpoint and Token2049, discussing the disconnect between online sentiment and real-world development. They close out by unpa...
Sep 27, 2024•1 hr 3 min
