Empire

Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything

Which Businesses Will Survive AI? | Michael Dempsey

Is The AI Debt Bubble Finally Popping? | Weekly Roundup

Kamino's Plan To Make Tokenized Assets Actually Useful | Michael Weisz

Jeff Yan On Hyperliquid’s Plan To Bring All Finance Onchain

Compute Is A Trillion-Dollar Market Trading In Group Chats | Brett Harrison & Andrawes Bahou

Everyone Is Watching AI While Crypto’s Bull Market Builds | Weekly Roundup

The current investment landscape faces a stark divergence between the cooling enthusiasm for AI infrastructure and a burgeoning bull market in crypto. While AI companies grapple with unsustainable unit economics and severe compute constraints—evidenced by Anthropic’s high capital expenditure relative to revenue—crypto ...

Markets Sending, Just Buy Consensus, Meta's AI Moment & Who Wins Tokenization? | Weekly Roundup

CLARITY Failed, Many Stablecoins Debate, Circle Launches Arc & Meta's AI Edge | Weekly Roundup

The crypto industry faces a shifting regulatory and institutional landscape following the Senate’s rejection of the CLARITY Act. Despite this legislative setback, proactive SEC and CFTC guidance on tokenized securities suggests a viable path forward for on-chain capital markets. A central debate persists regarding the ...

The Six Tokens To Own This Cycle | Yan Liberman

Memecoins Are Stress-Testing The Future Of Tokenized Stocks | Weekly Roundup

Cloudflare CEO: The Man Deciding The Internet’s Next Business Model

The internet is undergoing a fundamental shift as automated, agentic traffic now surpasses human activity, necessitating a move away from the traditional ad-supported business model. This transition requires new infrastructure to handle massive volumes of micropayments, ensuring creators are compensated for the data po...

Robinhood Is Proving Distribution Captures Crypto’s Value | Weekly Roundup

The rise of memecoins backed by tokenized stocks on the Robinhood chain signals a shift in market infrastructure, blending high-beta crypto speculation with traditional equity derivatives. While this activity drives significant fee growth and liquidity, it creates potential regulatory friction regarding market integrit...

Beezie & Collector Crypt CEOs on Why Onchain Collectibles Are Exploding

Story vs Valuation, Hyperliquid TAM, Pump’s Problem & Ethena’s Token Reset

New SEC Crypto Proposal Could Finally Fix Tokens

Uniswap Is Building The Liquidity Network For Everything | Hayden Adams

Crypto’s Speculation Problem, Regulation Without CLARITY & The Gambling Economy

Morpho Is Coming For The $200 Trillion Credit Market | Paul Frambot

DeFi credit markets are transitioning from speculative retail applications to foundational financial infrastructure. Morpho captures this shift by acting as a neutral, highly connected protocol that facilitates lending and borrowing across a $200 trillion global credit market. By modularizing risk management through a ...

Venture Mandates, Cloudflare Wallets, Circle Earnings & Saddam Hussein Patek Philippe