The Next Chapter For Blockworks | Empire

The Next Chapter For Blockworks | Empire – Forward Guidance

Bullish:

$QQQ - Rob's largest personal holding outside of fund stakes, representing long-term bullishness on technology stocks
$DATA - Jason is restructuring Blockworks entirely around crypto data/analytics opportunity with deal sizes in hundreds of thousands
$WU - Santi makes explicit 6-month bet that Western Union will outperform Solana, citing 4x PE ratio and fundamental undervaluation
$CRYPTOAI - Rob witnessing unprecedented AI growth with Anthropic expected to grow 10x from $1B to $10B in revenue
$TOKEN - Rob believes tokenized asset space will explode with secular tailwind behind tokenization
$BTC - Jason sees twenty-year bull market for crypto industry with consistent upward trend line
$STABLES - B2B stablecoin payments growing 300% year-over-year according to Artemis data
$INFRA - Remaining crypto infrastructure assets becoming more valuable as competitors get acquired
$SOL - Rob takes opposite side of bet against Western Union, preferring growth over value