AI is absorbing investor attention while crypto fundamentals keep improving and fueling growing signs of the long-awaiting bull market.
This week, we debate the economics behind AI’s boom and whether crypto’s recovery deserves more attention.
We also explore data center financing, why Yano is buying Backpack, overlooked fintech growth, and whether AI agents will disrupt financial services. Enjoy!
TIMESTAMPS:
00:00 Intro
00:58 Silicon Valley’s AI Drama
02:52 What Could Pop AI’s Bubble?
08:49 AI’s Boom Vs The Debt Markets
12:33 Will Compute Demand Keep Growing?
15:53 The Economics Behind AI Compute
21:23 Is Crypto’s Bull Market Back?
30:29 Was SBF Actually A Great Investor?
37:22 Crypto’s Regulatory And Funding Shift
41:42 Is Crypto Growth Different This Time?
48:24 Will AI Agents Disrupt Finance?
54:00 Content Of The Week
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EVENTS
› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th
https://blockworks.com/events
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RESOURCES
› Learn more about Blockworks Agentic Detection:
https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era
› Start building with the Blockworks Unified API
https://blockworks.com/insights/introducing-the-blockworks-unified-api
DISCLAIMER
Nothing said on Empire is a recommendation to. buy orsell 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.