What separates lasting winners from everyone chasing the next trend?
This week, we dig into why specialization may be the biggest edge in venture investing as crypto, AI, and traditional finance increasingly converge.
We discuss venture mandates, stablecoin competition, Circle's earnings, Cloudflare's agent wallets, and why reputation compounds faster than capital. Enjoy!
TIMESTAMPS:
00:00 Intro
04:05 Crypto Venture Expands Beyond Crypto
09:20 Can Crypto Funds Go Generalist?
16:06 The Hidden Cost Of Dilution
22:43 Crypto Venture Enters Hard Mode
28:39 Ads (Peaq)
29:25 Cloudflare Bets On Agent Wallets
41:04 Is Circle Stock Mispriced?
53:04 Western Union Goes Onchain
01:02:13 Watches And Content Picks
01:09:01 Amazon Discovery Rewrites History
01:11:29 DAS Asia And London Preview
Robots will soon outnumber humans onchain. peaqOS turns them into a new trusted liquid asset class, with yield tied to real-world workloads. It gives robots all they need to do business on any chain — and lets humans earn from automation.
Explore the Machine Economy: https://peaq.xyz
FOLLOW THE SHOW
› Empire – https://x.com/theempirepod
› Jason – https://x.com/jasonyanowitz
› Santi – https://x.com/santiagoroel
› Rob – https://x.com/HadickM
› Telegram – https://t.me/+CaCYvTOB4Eg1OWJh
› Blockworks – https://x.com/Blockworks
EVENTS
› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th
https://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.
