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Shownotes
Druckenmiller is bullposting TradeXYZ and you're bearish?
This week, we break down the TradFi incumbents suddenly leaning into crypto rails and what it means for the startups that built them.
We explore Druck's viral X post, ICE bringing Hyperliquid perps to the US, Google Cloud's new crypto custody play, Y Combinator's crypto wishlist, and whether AI favors incumbents over startups. Enjoy!
TIMESTAMPS:
Chicken Hats and Bull Markets
Google's 12% Earnings Drop
Druckenmiller Bets on Trade XYZ
Fidelity
DAS London
Google Cloud Enters Custody
Inside Dragonfly's Partner Shakeup
Fidelity
DAS London
Inside Dragonfly's Partner Shakeup (cont.)
YC's Crypto Startup Wishlist
The Four Stages of a Bull Market
DeFi Primitives Beyond Perps
AI Bubble or Incumbents' Game?
ICE's Sprecher on Hyperliquid
Midterms and Crypto Politics
Content of the Week
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EVENTS
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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.
