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Fundamentals Are The New King of Crypto | Smac & Noah Goldberg

Fundamentals Are The New King of Crypto | Smac & Noah Goldberg

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 This week, Noah from Theia & Smac from Compound discuss why crypto’s next chapter won’t be powered by hype alone. They explain how valuations, narratives, fund structures, and real cash-flow durability are reshaping the industry, and why investors must adapt to a world where fundamentals finally matter. Enjoy! — Follow Noah: https://x.com/tradernoah Follow Smac: https://x.com/0xsmac Follow Jason: https://x.com/JasonYanowitz Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod Compound Annual Meeting: https://x.com/mhdempsey/status/1999119478936785108?s=20 — Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ — This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves substantial risk and is not suitable for all investors. You may lose your entire principal investment. The Fund may invest nearly all of its net assets in Digital Transformation Companies and/or Digital Asset Instruments but does not invest in digital assets or commodities directly. Digital Asset Instruments may involve risks tied to investing in digital asset exchange-traded products (“ETPs”), including the historically extreme volatility of digital asset and cryptocurrency markets and reduced regulation and investor protections, as these ETPs are not registered investment companies under the Investment Company Act of 1940 (“1940 Act”) or commodity pools under the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to review the prospectus, including the Fund’s investment objective, risks, and fees, before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. — Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://bit.ly/4pt0Fd0 — Timestamps (00:00) Intro (01:24) How Theia & Compound Are Positioned (05:58) Thoughts On Valuation Debate (10:50) Do Narratives & Storytelling Drive Markets? (22:24) Ads (Zcash) (23:01) Tension Between Old & New Investors (25:27) Having A View On Public Markets (28:53) Will Crypto Be The Fastest Horse Again? (33:44) Who Outperforms: Majors or Apps? (35:43) Ads (Zcash) (36:20) Identifying Durable Vs Ephemeral Advantages (40:49) State Of Crypto Liquid Funds (45:51) Activist Investing In Crypto (47:48) Ads (Mantle, Geodnet,Uniswap) (50:41) Views On Prediction Markets (53:55) Biggest Market Opportunities (01:01:36) Water Supercycle? — 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.
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