Blockworks

New episode with @Delphi_Digital’s Hivemind! 🔥 We discuss: - Ethena’s new $360M ENA vehicle - How USDe outcompetes other stables - Impact of the GENIUS Act - Overvaluation of L1s like ETH & SOL - Pump.Fun update & more! @ceterispar1bus @ZeMariaMacedo…

🚀 NEW ROUNDUP: Welcome to Peak Monetary Policy Theater We Discuss: 🔶 Trump's attack on Fed independence 🔶 Upcoming QRA and liquidity drain risks 🔶 The dollar's structural regime shift 🔶 Problems with the housing market @qthomp @fejau_inc Links Below ↓

ICYMI: Threat to Fed Independence is Un-Anchoring Inflation Expectations We Discuss: 🔶 The risk of losing Fed independence 🔶 Why foreign investors are rethinking U.S. exposure 🔶 Breakevens & inflation expectations 🔶 What could drive the next dollar leg down Timestamps:…

Friday charts: What if growth goes exponential while you're hiding in gold and bitcoin? blockworks.co/news/crazy-tra…

What analysts think of COIN, CRCL and GLXY ahead of Q2 earnings updates blockworks.co/news/crypto-st…

1/ Decentralized AI training is shifting from impossible to inevitable. The era of centralized AI monopolies is being challenged by breakthrough protocols that enable collaborative model training across distributed networks.

Much wow mailbag: DogeOS, BOB, OP Superchain, VeChain, Polymarket, Fogo and more blockworks.co/news/zk-breakt…

NEW POD 📺 @BitwiseInvest's Head of Alpha Strategies @dgt10011 joined @im_manderson, @pythianism, and @MikeIppolito_ to discuss: - Saylor's financial engineering - The mechanics of the convertible debt market - Strategy's STRC preferred shares - And more! Links below ⬇️

Don’t Overtrade The Retail Cycle 🎙️ @HadickM @JasonYanowitz 02:52 Market Updates 14:57 Digital Asset Treasury Companies 32:53 Pump Analysis 38:11 Hyperliquid & Coinbase’s Perps 48:05 NFTs Are Back 52:01 PNC x Coinbase Full episode available via links below ↓

Why are we fascinated when a dormant whale moves bitcoin? The trope is a blend of hopefulness and abject terror, writes Supply Shock: blockworks.co/news/bitcoin-w…

FRIDAY MORNING CRASHOUT x.com/i/broadcasts/1…

🎙️NEW POD: Threat to Fed Independence is Un-Anchoring Inflation Expectations We Discuss: 🔶 The risk of losing Fed independence 🔶 Why foreign investors are rethinking U.S. exposure 🔶 Breakevens & inflation expectations 🔶 What could drive the next dollar leg down @jnordvig…

WATCH: Quantum Computing: Solving #Bitcoin's Greatest Threat We Discuss: ⚡️ Why we need to solve post-quantum Bitcoin now ⚡️ Lopp’s proposal to move or freeze all coins ⚡️ How to protect your coins today ⚡️ Post-quantum cryptographic tradeoffs ⚡️ Bitcoin ossification vs…

New epsiode with @CantelopePeel out now! We discuss: - Building @thru_xyz - The state of Firedancer - How to 10x performance - Is Solana too decentralized? - How to compete, network spam & more! Links below ↓

“Animal spirits are definitely back in the market," @jasonyanowitz said on the Empire podcast blockworks.co/news/animal-sp…

Our Weekly Roundup Is Live ↓ 🎙️ @jillrgunter @MikeIppolito_ @nickwh8te 01:40 Yapper Culture 09:31 Why Do Crypto Startups Fail? 14:55 Thoughts on Jito’s BAM & Modularity 37:05 The CLARITY Act’s Impact on L2s 55:35 Zora’s Rebirth Full episode available via links below ↓

New all time highs in the number of posts and the number of accounts on Zora A majority of the accounts are on The Base App, which is still in waitlisted beta The aggregate FDV of the Zora coins is now $44m

This week's Roundup features @BitwiseInvest's very own @dgt10011 📺 Catch it this Friday at 12pm ET

Here's what you need to know about blockchain stocks, barroom compliance and NFT treasuries: blockworks.co/news/blockchai…