Uploaded August 2025 | Updated September 2026, 2 days ago
Gm! This week, Seth Ginns, from CoinFund, and Cosmo Jian, of Pantera Capital, join Yano to dive into the funds’ mandates, the overall outlook of the market, whether narratives or fundamentals drive price, how DATs play a role in the investor ecosystem and why sometimes non-consensus trades pay off!
--
Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: blockworks.co/newsletter/empire?utm_source=podcasts
--
Follow Seth: https://x.com/sethginns
Follow Cosmo: https://x.com/cosmo_jiang
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: twitter.com/theempirepod
--
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees.
SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit ledn.io to learn more.
–
Chapters:
00:00 Intro
02:34 Liquid Funds
05:35 CoinFund’s Mandate
06:40 Pantera Capital’s Mandate
15:22 Portfolio Construction
20:17 Ads (Skale, Katana)
21:48 Token Picking Strategy
29:20 Narrative Driven Markets
35:42 Acquiring, Trading & Selling Tokens
50:25 Ads (Skale, Katana)
51:56 Investor Relations Advice For Founders
55:03 DATs Explored
01:12:29 Ads (LEDN)
01:13:39 Convergence
01:17:58 What Sectors Benefit Most From DATs
—
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.
Gm! This week, Seth Ginns, from CoinFund, and Cosmo Jian, of Pantera Capital, join Yano to dive into the funds’ mandates, the overall outlook of the market, whether narratives or fundamentals drive price, how DATs play a role in the investor ecosystem and why sometimes non-consensus trades pay off!
--
Start your day with crypto news, analysis and data from Katherine Ross.
Subscribe to the Empire newsletter: blockworks.co/newsletter/empire?utm_source=podcasts
--
Follow Seth: https://x.com/sethginns
Follow Cosmo: https://x.com/cosmo_jiang
Follow Jason: https://x.com/JasonYanowitz
Follow Empire: twitter.com/theempirepod
--
Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh
--
SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 50 Million users over $11 Billion in gas fees.
SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps. Learn more at https://skale.space and stay up to date with the gas-free invisible blockchain on X at @skalenetwork
--
Katana is a DeFi-first chain built for deep liquidity and high yield. No empty emissions, just real yield and sequencer fees routed back to DeFi users.
Pre-deposit now: Earn high APRs with Turtle Club [app.turtle.club/campaigns/katana] or spin the wheel with Katana Krates [https://app.katana.network/krates]
--
Ledn is the leading platform for Bitcoin-backed loans, offering a secure and transparent way to unlock liquidity without selling your Bitcoin. Ledn has issued over $9 billion in loans since 2018 and has never lost a single satoshi of client assets, earning a reputation as the name you can trust in the crypto space.
Visit ledn.io to learn more.
–
Chapters:
00:00 Intro
02:34 Liquid Funds
05:35 CoinFund’s Mandate
06:40 Pantera Capital’s Mandate
15:22 Portfolio Construction
20:17 Ads (Skale, Katana)
21:48 Token Picking Strategy
29:20 Narrative Driven Markets
35:42 Acquiring, Trading & Selling Tokens
50:25 Ads (Skale, Katana)
51:56 Investor Relations Advice For Founders
55:03 DATs Explored
01:12:29 Ads (LEDN)
01:13:39 Convergence
01:17:58 What Sectors Benefit Most From DATs
—
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.
