SHOW DIRECTORY
Empire
Blockworks' crypto podcast covering digital-asset markets, investing, founders, protocols, and industry structure.
SOURCE DESCRIPTION · Blockworks
Venture Mandates, Cloudflare Wallets, Circle Earnings & Saddam Hussein Patek Philippe
Crypto funds moving into robotics and hardware may be an adverse-selection trap as LPs question mandate creep and post-2021 returns converge with regular venture.Cloudflare’s guardrailed, chain-agnostic wallets could make identity and authorization a value layer, while Circle’s 7% revenue growth, falling USDC supply, 62% distribution share, and November’s Western Union bet leave monetization unresolved.
Avichal Garg On Investing in Crypto, AI and Ethereum’s Path Forward
AI’s dominance makes early-stage entry difficult, pushing Electric Capital toward cold spots such as crypto.Certora’s formal verification could become critical as AI-powered attacks target DeFi securing billions.Stablecoin rails may let 5-6 billion people with limited U.S. market access pay higher P/E multiples for on-chain cash flows, though token re-rating depends on durable revenue and buybacks.