Empire

AI Fatigue, Robinhood & Every Market Becoming Crypto | Weekly Roundup

Freitag, 31. Juli 2026 · 1 h 02

MP3

Shownotes

What happens when every market starts trading like crypto?

This week, Santi and Rob examine how leverage, automation, and retail speculation are exporting crypto-style volatility across traditional finance.

They also explore CLARITY’s fading odds, AI fatigue, Robinhood’s onchain expansion, and the battle between public and private tokenization. Enjoy!

TIMESTAMPS:

Intro

CLARITY’s Falling Odds

Everything Trades Like Crypto

AI Capex and Semiconductor Volatility

The Death of Long-Term Investing

Why Market-Neutral Funds Win

Institutional AI Fatigue

AI’s Token Economics Problem

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AI Token Costs and Model Routing

Robinhood Chain’s Early Traction

Prediction Markets Eclipse Crypto

Ethereum L2 Activity Collapses

Ondo’s Private Chain Bet

Stablecoin Adoption and Crypto VC

Content of the Week

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› Rob – x.com/HadickM

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EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

blockworks.com/events

DISCLAIMER

Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

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