Is the Cycle Over, Portfolio Psychology, & Prediction Market Alpha
This week, Jonah & Avi from the 1000x podcast join Jason live in the Blockworks studio to discuss whether the crypto cycle is truly over, OGs selling vs new whales entering, and how we manage our portfolios. We also dive into Robinhood’s long-term potential, our favorite crypto projects, finding edge in prediction markets and much more. Enjoy!
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Go follow the new 1000x feed to keep up to date with all new episodes!
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Follow Jason: https://x.com/JasonYanowitz
Follow Avi: https://x.com/AviFelman
Follow Jonah: https://x.com/jvb_xyz
Follow 1000x: https://x.com/1000xPod
Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh
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(00:00) Introduction
(02:34) Is the Cycle Over?
(07:57) Crypto Disrupting TradFi Rails
(09:570 Ads (Blockdaemon, Katana)
(11:22) OGs Selling
(14:33) Easiest Trade in Crypto?
(16:34) Crypto PTSD & Profit-Taking Psychology
(22:40) Portfolio Management
(29:19) Ads (Blockdaemon, Katana)
(30:43) Most Attractive Crypto Bets
(33:47) Prediction Markets & Gambling
(38:17) Crypto Wash Trading
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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, and our guests may hold positions in the companies, funds, or projects discussed.
A Paradigm Shift: Chaos Fuels BTC’s Fire | Avi Felman, Jonah Van Bourg
In this episode of Empire, Avi Felman and Jonah Van Bourg explain how macro and banking turmoil has ignited a market paradigm shift. Funds will be hunting for the assets that will perform well in this new paradigm, and it won't be bonds... Tune in as we discuss BTC's prime moment, why supply is the story of 2023, BTC vs ETH, the USDC depeg and more. If you listen to one Empire episode this year, this is it!
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Timestamps:
(00:00) Introduction
(01:06) The market is consistently wrong
(07:24) A new paradigm and BTC's opportunity
(27:14) Bitcoin vs ETH vs Alts
(35:34) Quicknode
(37:19) The implications of USDC's depeg
(38:05) What other trades are you watching?
(45:27) Expected sources of leverage in the next cycle
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Follow Jonah: https://twitter.com/jvb_xyz
Follow Avi: https://twitter.com/AviFelman
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.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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This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
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Resources
GoldenTree
https://www.goldentree.com/
Cumberland
https://cumberland.io/
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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, and our guests may hold positions in the companies, funds, or projects discussed.
Smart Money Finds Opportunity Post Catastrophe | Avi Felman, Jonah Van Bourg
In this episode of Empire, Jason is joined by Avi Felman and Jonah Van Bourg to discuss their new podcast 1000x and the state of crypto markets. Avi and Jonah explain their trading mindset, how to evaluate the buyers/sellers in the market, crypto's investment cycle, how catastrophe creates opportunity and more!
A new 1000x episode will drop on Empire's RSS feed and the 1000x YouTube channel every two weeks. Links below!
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Timestamps:
(00:00) Introduction
(01:07) 1000x Podcast Launch
(04:33) Market Outlook
(07:48) Who’s Buying, Who’s Selling?
(18:10) Crypto’s Investment Cycle
(21:10) How Are People Positioned Right Now?
(23:23) Leverage In The System
(25:05) Trading Around Governance Events
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Follow Jonah: https://twitter.com/jvb_xyz
Follow Avi: https://twitter.com/AviFelman
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Follow 1000x: https://twitter.com/1000xPod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Circle’s USDC has quickly become one of the most trusted and widely used stablecoins because of its composability, stability and reserve transparency. As a seamless, trusted digital currency, USDC is a zero-to-one opportunity for the global financial system. Check out their Transparency Hub at http://empirepodcast.link/circle that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.
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Resources
1000x YouTube channel
https://www.youtube.com/channel/UCEAwYFRFUuekaEmKz4oiB_A
The Prize
https://www.goodreads.com/book/show/169354.The_Prize
Sushi's protocol fee proposal
https://bit.ly/3FWvOkA
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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, and our guests may hold positions in the companies, funds, or projects discussed.
Crypto’s Liquidity Engine, OTC Desks and CEXs | Jonah Van Bourg & Genia Mikhalchenko
In this episode of Empire, Jason and Santiago are joined by two crypto market experts, Jonah Van Bourg & Genia Mikhalchenko, to discuss the anatomy of a trade. An asset's price is derived from supply and demand, but who provides this liquidity, how are trades executed and what parties are involved?
Tune in to find out & check out the highlights below!
- The role of market makers
- Why liquidity is the lifeblood of trading
- How liquidity providers performed in the recent market crash
- Why trade size matters and the risks of front running
- The 3 most important things when evaluating an exchange
- Understanding counterparty risks
- How much leverage is left in the system
- Consolidation is coming
- Will legacy financial institutions compete with crypto-native service providers
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Follow Genia: https://twitter.com/Genia_xx
Follow Jonah: https://twitter.com/jvb_xyz
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santi: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
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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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Resources
Cumberland website
https://cumberland.io/
BitMEX website
https://www.bitmex.com/
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(00:00) Introduction
(01:36) How Market Makers Work
(08:42) Operating An Exchange In a Bear Market
(11:10) The Risk of Front Running
(15:47) Understanding Counterparty Risk
(18:50) Balancing Retail & Institutional Liquidity
(25:50) How Much Leverage Is Left In the System?
(32:40) The Relationship Between DeFi and Centralized Services
(37:43) Biggest Opportunities, On and Off Chain
(40:40) Consolidation Is Coming
(43:06) Are Legacy Financial Institutions A Threat to Crypto Service Providers?
(46:32) Rapid Fire Questions
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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, and our guests may hold positions in the companies, funds, or projects discussed.