Why Is Crypto Crashing? | Weekly Roundup
Fri Feb 06 2026
This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and more. Enjoy!
--
Follow Josh: https://x.com/joshua_j_lim
Follow Rob: https://x.com/HadickM
Follow Santi: https://x.com/santiagoroel
Follow Empire:https://x.com/theempirepod
--
Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral.
Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here:
https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire
--
(00:00) Introduction
(03:41) State of the Market
(08:48) Josh's Outlook For 2026
(18:45) The SaaS-Pocalypse & Crypto's Marginal Buyer
(26:12) Coinbase Ad
(26:58) The Crypto to AI Rotation
(37:24) The Ethereum L2 Roadmap
(47:27) Kyle Samani Leaves Multicoin
(01:01:45) Why Is Josh Still In Crypto?
(01:03:57) Content of The Week
--
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, Rob and our guests may hold positions in the companies, funds, or projects discussed.
More
This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and more. Enjoy! -- Follow Josh: https://x.com/joshua_j_lim Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- (00:00) Introduction (03:41) State of the Market (08:48) Josh's Outlook For 2026 (18:45) The SaaS-Pocalypse & Crypto's Marginal Buyer (26:12) Coinbase Ad (26:58) The Crypto to AI Rotation (37:24) The Ethereum L2 Roadmap (47:27) Kyle Samani Leaves Multicoin (01:01:45) Why Is Josh Still In Crypto? (01:03:57) Content of The Week -- 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, Rob and our guests may hold positions in the companies, funds, or projects discussed.