Story vs Valuation, Hyperliquid TAM, Pump’s Problem & Ethena’s Token Reset
Empire

Story vs Valuation, Hyperliquid TAM, Pump’s Problem & Ethena’s Token Reset

B2中高级2026年8月28日1小时 3分钟
  • 对话
  • 商业与财经

What matters more in today’s market: the numbers or the story investors believe? This week, we debate crypto’s rebound and why markets increasingly reward narrative, momentum, and massive future outcomes over traditional valuation. We also cover Hyperliquid vs Pump, Ethena’s token overhaul, AI valuation mania, and the convergence of trading and social. Enjoy! TIMESTAMPS: 00:00 Intro 01:07 Is Crypto Risk Worth It? 08:07 Are AI Assistants Overhyped? 13:40 Is Crypto Undervalued Again? 22:06 Why Pump Trails Hyperl...

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All right, everyone welcome back to the roundup we have santi we have rob

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0:00

Nothing said on empire is a recommendation to buy or sell any investments or products All right, everyone welcome back to the roundup we have santi we have rob I tried to match you guys i'm wearing a button down shirt today and you guys want a t-shirt You know, it's the last week of the summer i'm not uh, i'm letting myself be a little more casual

0:23

Okay Yeah, i'm just trying to close the quarter and you know put on a suit and tie and make sure that he hits quota, but Rob and I don't have quota this quarter. No, no, that's eight. No, Santi's got no quota is because the quarter doesn't end in August. It

0:37

ends in September. That's right. That's right. That's right. That's right. A monthly quota, monthly quota or quarterly quota. There you go. Rob, what were you saying? Well, I was going to say you do have a little bit of, like I can imagine you and like Murray at like 2023, like selling like, you know, point of sale system.

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