In this episode, the Hivemind team dives deep into the phenomenon of AI memecoins, unpacking the meteoric rise of GOAT and its implications. They then explore Solana's dominance in the current cycle and what it means for the ecosystem. The conversation shifts to macro concerns as they discuss Paul Tudor Jones and Druckenmiller's warnings about the US fiscal situation. Finally, they analyze Stripe's major $1.1B acquisition of Bridge and its implications for stablecoin adoption. Thanks for tuning in!
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Timestamps:
(0:00) Introduction
(1:17) GOAT AI Meta
(8:18) AI vs Memecoin
(24:45) Who is Winning this Cycle?
(29:52) US Fiscal Situation
(39:58) Kraken L2 & Optimism Superchains
(41:40) Strip Spends $1.1b on Bridge
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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, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.