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Empire
Blockworks' crypto podcast covering digital-asset markets, investing, founders, protocols, and industry structure.
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Hivemind: State of The Market, Saylor’s End Game & AI Growth in China
Hormuz could take “easily 10%” of oil supply offline, while inelastic demand may underprice second-order Iran-conflict damage.STRC makes Saylor’s capital-stack end game central: its dividend may disappear before Strategy sells Bitcoin, while yield estimates are 14.5% and 25%.China’s hardware edge contrasts with Zhipu and MiniMax at $40–50B on under $100M revenue each; regulation and capital gatekeeping limit upside.