Uploaded August 2025 | Updated September 2026, 2 days ago
This week, the Hivemind team dives into the recent market pullback and whether it’s time to be bullish again. We explore the future of Ethena & USDe, why Galaxy Digital’s massive data center play may be the sleeper AI bet, Hyperliquid’s regulatory risk and future upside with HIP-3 & more. Enjoy!
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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.
Subscribe to the Empire newsletter: blockworks.co/newsletter/empire
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Follow Jason: https://x.com/3xLiquidated
Follow Jose: https://x.com/ZeMariaMacedo
Follow Yan: https://x.com/YanLiberman
Follow Duncan: https://x.com/FloodCapital
Follow Empire: https://x.com/theempirepod
Subscribe on YouTube: bit.ly/4jYEkBx
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Subscribe on Spotify: bit.ly/4hzy9lH
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
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Timestamps:
0:00 Market Too Frothy?
7:10 Are There Reasons to be Bullish?
13:21 Ethena & USDe
21:05 Galaxy Bull Thesis
32:07 Bonk/Pump.Fun Update
38:15 Hyperliquid Still A Buy?
49:51 Regulation & Bullish SEC Speech
52:59 Hyperliquid Regulation
55:01 Crypto’s Institutional Wet Dream
56:45 Crypto IPO Outlook
59:57 Base Token Incoming?
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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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.
This week, the Hivemind team dives into the recent market pullback and whether it’s time to be bullish again. We explore the future of Ethena & USDe, why Galaxy Digital’s massive data center play may be the sleeper AI bet, Hyperliquid’s regulatory risk and future upside with HIP-3 & more. Enjoy!
--
Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.
Subscribe to the Empire newsletter: blockworks.co/newsletter/empire
--
Follow Jason: https://x.com/3xLiquidated
Follow Jose: https://x.com/ZeMariaMacedo
Follow Yan: https://x.com/YanLiberman
Follow Duncan: https://x.com/FloodCapital
Follow Empire: https://x.com/theempirepod
Subscribe on YouTube: bit.ly/4jYEkBx
Subscribe on Apple: bit.ly/3ECSmJ3
Subscribe on Spotify: bit.ly/4hzy9lH
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: blockworks.co/newsletter/
--
Timestamps:
0:00 Market Too Frothy?
7:10 Are There Reasons to be Bullish?
13:21 Ethena & USDe
21:05 Galaxy Bull Thesis
32:07 Bonk/Pump.Fun Update
38:15 Hyperliquid Still A Buy?
49:51 Regulation & Bullish SEC Speech
52:59 Hyperliquid Regulation
55:01 Crypto’s Institutional Wet Dream
56:45 Crypto IPO Outlook
59:57 Base Token Incoming?
--
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.
