In this episode of Empire, Avi Felman and Jonah Van Bourg explain how macro and banking turmoil has ignited a market paradigm shift. Funds will be hunting for the assets that will perform well in this new paradigm, and it won't be bonds... Tune in as we discuss BTC's prime moment, why supply is the story of 2023, BTC vs ETH, the USDC depeg and more. If you listen to one Empire episode this year, this is it!

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Timestamps:

(00:00) Introduction

(01:06) The market is consistently wrong

(07:24) A new paradigm and BTC's opportunity

(27:14) Bitcoin vs ETH vs Alts

(35:34) Quicknode

(37:19) The implications of USDC's depeg

(38:05) What other trades are you watching?

(45:27) Expected sources of leverage in the next cycle

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This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!

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Resources

GoldenTree

https://www.goldentree.com/

Cumberland

https://cumberland.io/

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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.