Bankless: Recent Episodes
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Welcome to the Weekly Rollup, where we cover this week in Crypto. We unpack the implications of the Genius Act's passage, which positions the U.S. to lead in digital assets and spurs optimism around stablecoins potentially hitting a $3.7 trillion valuation by 2030. Also: JP Morgan’s surprising entry into the stablecoin market and Coinbase’s launch of new products, including a Bitcoin cashback credit card.
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TIMESTAMPS & RESOURCES
0:00 Intro
2:55 Markets
https://www.coingecko.com/en/coins/bitcoin
https://www.coingecko.com/en/coins/ethereum
8:00 ETFs
https://x.com/jseyff/status/1934591572710211587
https://x.com/cointelegraph/status/1933534615395815761
https://x.com/JSeyff/status/1933635898140192849
https://x.com/JSeyff/status/1935043249141322017
https://x.com/EricBalchunas/status/1932527239679095097
12:00 Macro
https://x.com/NickTimiraos/status/1935397119772217715
https://x.com/scottmelker/status/1935382005866189003
https://x.com/elerianm/status/1933505682625417521
https://www.ft.com/content/0d175cad-db7c-4dc2-83a8-90736f96f198
https://x.com/thomas_fahrer/status/1934056640476770678
https://x.com/treenewsfeed/status/1934589597394084071
https://x.com/erictrump/status/1934665029866881155
29:00 The GENIUS Act Passes the Senate
https://x.com/SenatorHagerty/status/1934942333859979279
https://x.com/SenatorHagerty/status/1935491670805754100
https://x.com/SecScottBessent/status/1935027160374210573
https://x.com/secscottbessent/status/1935404649718157691
https://polymarket.com/event/genius-act-signed-into-law-in-2025?tid=1750338903189
https://x.com/TFTC21/status/1935027661421822149
https://x.com/RyanSAdams/status/1935371112403116518
https://x.com/intangiblecoins/status/1935095696454984027
https://x.com/intangiblecoins/status/1933583236778578274
https://x.com/pete_rizzo_/status/1933484989334659136
https://x.com/CryptosR_Us/status/1935475419286798505
38:30 JPMorgan Stablecoin JPMD
https://x.com/tier10k/status/1934684065875284187
https://x.com/base/status/1935055475252543823
43:00 INK Kraken Token
https://x.com/inkonchain/status/1934992073024823560
https://x.com/DefiIgnas/status/1935274751322435769
44:50 EigenLayer announces EigenCloud
https://x.com/ethereum/status/1935010523776430587
https://x.com/ViktorBunin/status/1934969360851857532
https://x.com/sreeramkannan/status/1935028483044032921
https://youtu.be/P2PGQIe9U6g?si=Q6ZZPy9KzyPQLBaA
47:43 Blockworks Token Transparency Framework
https://x.com/Blockworks_/status/1935321626788380714
50:10 Coinbase Product Launches
https://x.com/brian_armstrong/status/1933290398799065459
https://x.com/tier10k/status/1933238313567080716
https://x.com/tier10k/status/1933238313567080716
https://x.com/CoinbaseBiz/status/1933228168783278110
https://x.com/vivek4real_/status/1933230638842232989?s=46
https://blog.base.dev/commerce-payments-protocol
https://www.reuters.com/business/coinbase-seeking-us-sec-approval-offer-blockchain-based-stocks-2025-06-17/
https://x.com/luke_metro/status/1934061707158081538
https://x.com/KafiSq8/status/1934026011898683724
58:30 Roman Storm’s Legal Defense
https://x.com/ethereumfndn/status/1933564840112435567
https://x.com/ethereumfndn/status/1894704611606385012
https://x.com/rstormsf/status/1933502107577168047
59:25 Stablecoin Summer vs The Plot
https://x.com/mrjasonchoi/status/1935555875013538229
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Today, we discuss the recently passed Genius Bill with Senator Bill Hagerty, a key architect behind the legislation aimed at stabilizing the U.S. stablecoin market. Following a significant bipartisan Senate vote of 68-30, Sen. Hagerty shares insights on the evolving congressional perception of cryptocurrency, moving from skepticism to support. The bill seeks to foster a regulatory environment that encourages innovation while protecting users and maintaining America’s leadership in financial technology. The episode also highlights the potential economic benefits of a strong stablecoin framework and addresses concerns regarding Central Bank Digital Currencies (CBDCs).
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TIMESTAMPS
0:00 Introduction to the Genius Bill
5:43 Welcoming Senator Bill Haggerty
8:55 Next Steps for the Bill
11:16 Why America Needs Stablecoin Law
14:07 Fostering a Domestic Stablecoin Economy
15:23 Addressing Detractors of the Bill
18:06 Understanding Stablecoins vs CBDCs
20:27 Who Can Issue Stablecoins?
21:01 Path for Offshore Issuers
23:54 Surveillance Concerns with Stablecoins
26:10 Addressing the Trump Loophole
27:34 The Bipartisan Nature of Crypto
28:52 Senator Haggerty's Evolution on Crypto
32:17 Establishing a Clear Regulatory Framework
34:51 Future Steps for the Crypto Industry
RESOURCES
Sen. Bill Hagerty: https://x.com/SenatorHagerty
The GENIUS Act: https://www.congress.gov/bill/119th-congress/senate-bill/394/text
Sec. Bessent’s Tweet: https://x.com/SecScottBessent/status/1935027160374210573
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race.
We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why export controls alone won’t save us.
This is not just a geopolitical showdown - it’s a race for superintelligence, and the clock is ticking.
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TIMESTAMPS
0:00 Intro
1:05 AI race: who's ahead?
4:41 Framing AI as an arms race
12:58 Gov't awareness of AI conflict
20:38 AI reports feel like sci-fi
24:44 China vs US: model race
29:11 Shift to inference-time compute
31:19 China’s software vs US hardware
34:28 Open vs closed source politics
38:56 China’s energy dominance
43:32 America’s electric grid lag
47:55 Supply chain vulnerabilities
56:30 US chipmaking onshoring
1:01:08 U.S. lead in chips
1:04:00 DUV vs EUV bottlenecks
1:08:26 Manufacturing gap in robotics
1:11:53 Fear vs optimism in culture
1:17:26 Coordination vs dynamism
1:22:10 Bot-driven opinion warfare
1:25:58 China pushing degrowth narratives?
1:29:05 National security recommendations
1:33:36 Co-op or conflict endgame?
1:37:27 Closing
RESOURCES
Jeremie Harris
https://x.com/jeremiecharris
Edouard Harris
https://x.com/harris_edouard
America’s Superintelligence Project
https://superintelligence.gladstone.ai/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
EigenLayer is back with a major announcement: EigenCloud.
Sreeram Kannan and JT Rose unveil the first crypto-native cloud platform—a verifiable, programmable environment for building applications beyond the limits of traditional blockchains. We explore how EigenCloud packages modules like EigenDA, EigenVerify, and EigenCompute into a developer-friendly product that brings cloud-scale computation and crypto-grade trust guarantees together.
From meme coins and AI agents to fully sovereign applications, we dig into what makes this launch a pivotal step for crypto infrastructure and why it might just reignite Ethereum’s original ambitions.
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TIMESTAMPS
0:00 Intro
0:14 Introducing EigenCloud
12:39 Solving Programmability Bottlenecks
32:45 Apps EigenCloud Unlocks
54:00 Promoting EigenCloud
58:39 Total Addressable Market
1:02:53 Developer Action Items
1:06:19 Closing & Disclaimers
RESOURCES
EigenCloud Announcement
https://x.com/eigenlayer/status/1934961135515828501
EigenCloud
https://eigencloud.xyz/
Sreeram Kannan
https://x.com/sreeramkannan
JT Rose
https://x.com/jt_rose
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this deeply personal episode, Sahil Bloom joins Ryan Sean Adams to explore what it truly means to be wealthy and why so many high achievers get it wrong. After hitting burnout, Ryan stepped away from the grind to reassess his definition of success. What he found was a framework that reframed his entire life: the Five Types of Wealth.
Together, they unpack why net worth alone is a poor scoreboard, how to avoid the trap of “never enough,” and what it means to build time, social, mental, physical, and financial wealth in harmony. This conversation is both a blueprint and a reboot, for anyone chasing more, and wondering why it still doesn’t feel like enough.
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TIMESTAMPS
0:00 Intro
3:22 Measuring Wealth
6:10 Beyond Net Worth
13:29 Burnout Moment
15:47 The Cost of Misaligned Effort
25:47 The Five Types of Wealth
27:47 Wealth Isn’t Swappable
34:05 Freedom Starts With Defining “Enough”
43:09 The “Enough” Excuse
47:31 Why We Feel Time-Starved
50:09 Digital Distractions and Overcommitment
55:46 The Two-List Exercise
57:38 The Morning ‘Boot Up’ Sequence
1:03:30 Reinvesting in Your Closest People
1:10:19 Too Busy to Connect
1:12:23 The Mental Wealth
1:14:11 The Life Razor
1:18:26 The Physical Wealth
1:24:40 Staying on Plan
1:25:56 Grounded Success
1:27:56 High Agency People
1:29:03 Closing
RESOURCES
Sahil
https://x.com/SahilBloom
Sahil’s Blog
https://sahilbloom.substack.com/
The 5 Types of Wealth
https://www.the5typesofwealth.com/
RSA Reboot
https://x.com/RyanSAdams/status/1915115437505049055
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Ryan and David unpack Circle’s stunning IPO debut, soaring to a $25B market cap and triggering Wall Street’s stablecoin frenzy. They break down the landmark Genius Act vote, bringing unprecedented regulatory clarity to stablecoins, and dive into Stripe’s latest crypto bet, acquiring wallet innovator Privy. Polymarket goes mainstream in an official integration with Twitter, while SEC Chair Paul Atkins embraces DeFi as fundamentally American. Plus, Gemini quietly files for IPO, Plasma’s billion-dollar Tether chain ignites, and Trump unexpectedly endorses crypto at Coinbase.
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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS & RESOURCES
0:00 Intro
3:59 Markets
https://x.com/KobeissiLetter/status/1932526577897595233
https://x.com/rovercrc/status/1930951805191778369
https://x.com/hosseeb/status/1931457548760334723
https://x.com/elonmusk/status/1932695486684950962
https://x.com/DavidShapiro98/status/1932696393937785058
https://x.com/blknoiz06/status/1932072994731647435
https://x.com/nypost/status/1933109968510550430
15:02 US Senate is about to pass the GENIUS Act
https://x.com/Cointelegraph/status/1932988965037978084
https://x.com/intangiblecoins/status/1932868994165354703
https://x.com/SenatorBennet/status/1932864987208249597
https://x.com/SenWarren/status/1932858887482507604
https://www.banking.senate.gov/imo/media/doc/20250611_warren_blumenthal_letter_to_meta_re_stablecoin.pdf
https://x.com/RyanSAdams/status/1932877097623588922
27:35 Did Circle kickoff Stablecoin Summer?
https://www.tradingview.com/chart/?symbol=NYSE%3ACRCL
https://x.com/MikeIppolito_/status/1932070226939810164
https://x.com/TaikiMaeda2/status/1929538665560031641
https://x.com/RyanSAdams/status/1932424510738673711
https://x.com/PlasmaFDN/status/1932072359080415702
https://www.barrons.com/articles/circle-ipo-crypto-retail-frenzy-06659b30?
https://x.com/perkinscr97/status/1931032964349276313
39:54 Stripe acquired Privy
https://x.com/privy_io/status/1932816495719166167
https://x.com/patrickc/status/1932817864450584939
42:41 Polymarket became official prediction market of X!
https://x.com/xai/status/1932481207180406923
https://x.com/shayne_coplan/status/1931008087688614155
44:50 Morpho Labs will be soon fully owned by MORPHO token holders
https://x.com/PaulFrambot/status/1930971485142761909
https://youtu.be/IJN_pgkKPjA?si=963i8GioANnNoVAR
https://x.com/MorphoLabs/status/1933162070465208423
49:17 Paul Atkins defended DEFI as the foundation American values
https://x.com/SECGov/status/1932137708068970924
https://x.com/SECGov/status/1932137708068970924
53:15 World Liberty Financial will acquire TRUMP for its treasury
https://x.com/EricTrump/status/1931089248926490772
https://x.com/coinbase/status/1932836009034617183
54:38 Closing & Disclaimers
55:13 Moment of Zen
https://x.com/BitcoinMagazine/status/1933172630099837134
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek and Danny Ryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy.
We explore ETH’s misunderstood monetary design, its strategic role for institutions, and why Wall Street is waking up to Ethereum not just as a network, but as an investable asset. This is the case for ETH as the asymmetric opportunity of this generation.
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🌐SELF | PROVE YOUR SELF
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TIMESTAMPS
0:00 Intro
0:52 The Bull Case for ETH
3:18 Why ETH?
6:35 Pitching to Wall Street
10:59 ETH is Digital Oil
21:29 ETH’s Monetary Policy
37:37 Why Hold ETH?
43:42 ETH/BTC Ratio
47:20 ETH is a Store of Value
53:55 Ethereum’s Scaling Path
1:03:08 Ethereum’s Renaissance
1:07:06 Ethereum Competitors
1:10:14 The Report
1:12:29 Vivek in Congress
1:13:33 Closing & Disclaimers
RESOURCES
The Bull Case for ETH Report
http://ethdigitaloil.com/
VIvek Raman
https://x.com/VivekVentures
Danny Ryan
https://x.com/dannyryan
Etherealize
https://x.com/Etherealize_io
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Crypto markets are buzzing and institutional appetite is peaking. With Circle’s IPO wildly oversubscribed and a new wave of companies racing to go public, we unpack what this means for the industry.
Jon and Bread join us to break down the hype around crypto IPOs, why TradFi wants stablecoin exposure, and what it signals for projects like Solana, Ethereum, and Hyperliquid. We also debate value accrual, ETH vs BTC narratives, and whether apps or platforms will dominate the next phase of crypto. This is the IPO Era of crypto—let's dissect the winners and the delusions.
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS & RESOURCES
0:00 Intro
0:32 Vibe Check
https://x.com/intern/status/1932238240880222270
https://x.com/blknoiz06/status/1932072994731647435
10:13 Crypto’s IPO Era
https://www.tradingview.com/chart/?symbol=NYSE%3ACRCL
https://x.com/HadickM/status/1931323504525279522
18:11 Ethereum Valuation Debate
https://x.com/DeeZe/status/1932475461348835800
29:29 Hype vs SOL vs PUMP
https://www.tradingview.com/chart/?symbol=KUCOIN%3AHYPEUSDT
40:44 Hyperliquid vs Centralized Exchanges
https://dune.com/uwusanauwu/perps
50:35 PumpFun’s Token Sale
58:16 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Jon Charbonneau and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?
We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy.
This is the definitive conversation on where ETH stands—and where it’s heading.
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS
0:00 Intro
0:32 Is ETH special?
32:55 How ETH should be valued
51:42 ETH over or undervalued?
1:09:59 Being wrong on ETH
1:13:00 Closing & Disclaimers
RESOURCES
Ryan Berckmans
https://x.com/ryanberckmans
Jon Charbonneau
https://x.com/jon_charb
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Joe Lubin returns to Bankless to break down his latest bold move—launching SBET, a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset.
We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. From regulatory wins to Ethereum’s evolving narrative on Wall Street, this episode explores how ETH can become a multi-trillion-dollar asset and a dominant store of value in the next economic supercycle.
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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS
0:00 Intro
0:38 Getting Sued by The SEC
7:55 $SBET
16:32 The Michael Saylor of ETH
23:25 $SBET (ETH) vs $MSTR (BTC)
27:16 Valuing ETH
28:30 Wall Street Narratives
30:52 ETH’s Performance
36:53 ETH as Collateral
40:07 Onboarding Others
46:52 ETH as SoV
49:18 What ETH Needs
50:52 Joining Forces
53:08 ETH’s Sentiment Shift
56:53 Genius Act
58:44 Closing & Disclaimers
RESOURCES
Joe Lubin
https://x.com/ethereumJoseph
SharpLink Gaming ($SBET)
https://www.sharplink.com/
Consensys
https://consensys.io/
Not financial or tax advice. See our investment disclosures here:
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This week, Ryan and David unpack Circle’s explosive $20B IPO—crypto’s second biggest—and what it signals about Wall Street’s newfound love for stablecoins. They break down the confusing Trump wallet drama, where even Trump’s own sons deny involvement, and explore why Pump.fun’s rumored $4B token raise has the industry split. Ethereum enters “wartime mode” as the Foundation lays off staff and spins up a lean new R&D force called Protocol. Plus, Ray Dalio says “a bit of Bitcoin,” Trump’s Big Beautiful Bill adds $2.4T to the deficit, and SBF is headed to Netflix.
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS & RESOURCES
0:00 Intro
0:41 Circle IPO
https://x.com/circle/status/1930624298760143333
https://www.theblock.co/post/356602/circle-seeks-7-2-billion-valuation-in-upsized-ipo
https://x.com/ruiixyz/status/1930386144216396176
https://x.com/EconomyApp/status/1930657679418241238
https://x.com/jerallaire/status/1930595978215637360
https://x.com/EffortCapital/status/1930621939279679542
9:34 Markets
12:23 Trump BBB
https://x.com/alifarhat79/status/1930265604105150647
https://x.com/alifarhat79/status/1930256218108383338
https://x.com/elonmusk/status/1930452348234805665
https://x.com/WatcherGuru/status/1930659468536144062
https://www.congress.gov/bill/119th-congress/house-bill/1/text
https://x.com/elonmusk/status/1929954109689606359
https://x.com/RyanSAdams/status/1929993372586152364
23:53 Pump.fun is getting ready for a token
https://blockworks.co/news/pumpdotfun-token-sale
https://x.com/nextfckingthing/status/1929871539018576257
https://dune.com/tiagocryptonary/pump-fun-analytics
https://x.com/lmrankhan/status/1928163796691845133
https://x.com/VannaCharmer/status/1930318687333986639
32:00 Ethereum Foundation announced another big change!
https://x.com/TimBeiko/status/1929620145984753843
https://x.com/econoar/status/1930361688047661495
https://blog.ethereum.org/2025/06/04/ef-treasury-policy
https://x.com/centauridoteth/status/1929896351447372191
https://x.com/ViktorBunin/status/1929945974316662804
44:43 Strategy found a new way how to raise more money for Bitcoin
https://x.com/saylor/status/1929635975367475403
https://x.com/DylanLeClair_/status/1929661889963086170
49:01 Trump team launched a crypto wallet - or did they?
https://x.com/BitcoinMagazine/status/1929943367892283828
https://x.com/EricTrump/status/1929966635445576103
https://x.com/0xLeoInRio/status/1929955682037731340
https://x.com/molly0xFFF/status/1930351820288741708
https://x.com/Ronxyz00/status/1929884476328276036
https://x.com/EricBalchunas/status/1930015280094429381
57:50 SBF is heading to Netflix!
https://x.com/netflix/status/1928153876475097117
1:00:26 Bankless is looking for talent!
https://x.com/i/jobs/1929890683927638133
https://x.com/i/jobs/1929889475783520481
1:01:38 Closing & Disclaimer
1:02:01 Moment of Zen
https://x.com/l3olanza/status/1930320045139173881
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan.
Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet?
Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and slow to reshape society. Moderated by Ryan and David, this conversation dives into the crux of capability vs. power, economic transformation, and the future of democratic agency in an AI-driven world.
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TIMESTAMPS
0:00 Intro
4:44 Is AI Normal Tech?
30:20 Capability & Power
44:52 Manageable or Existential?
52:36 AGI Milestone
1:00:31 AI by 2030
1:12:07 Making Sense
1:16:08 Closing & Disclaimers
RESOURCES
Daniel Kokotajlo
https://x.com/dkokotajlo
Arvind Narayanan
https://x.com/random_walker
Two Paths For AI - Daniel
https://www.newyorker.com/culture/open-questions/two-paths-for-ai
AI as Normal Technology - Arvind
https://knightcolumbia.org/content/ai-as-normal-technology
AI 2027 - Daniel
https://ai-2027.com/
AI Snake Oil - Arvind
https://www.aisnakeoil.com/
https://www.amazon.com/Snake-Oil-Artificial-Intelligence-Difference/dp/069124913X
Pause AI
https://pauseai.info/pdoom
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Austin Adams, founder of Whetstone and creator of Doppler, joins to discuss the next evolution in token launches.
We explore why the world needs more tokens—not fewer—and how Doppler enables creators, apps, and DAOs to build highly customized launchpads using modular tooling. We cover token market design, dynamic bonding curves to prevent sniping, and how this infrastructure could unlock more meaningful, value-connected tokens—from meme coins with DAOs to public market IPOs on-chain.
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS
0:00 Intro
4:08 Excess Tokens And Pushbacks
10:02 Doppler Explained
17:05 The Solution
25:37 Conserving Liquidity
32:58 Maximizing IPOs Using Doppler
42:32 Token to Real Value
50:31 Closing & Disclaimers
RESOURCES
Austin Adams
https://x.com/AustinAdams10
Whetstone Research
https://x.com/whetstonedotcc
Doppler
https://www.doppler.lol/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Mike Novogratz returns to Bankless to unpack Bitcoin’s surge to new all-time highs and what it means in a world grappling with fiscal uncertainty.
We dive into the unfolding bond market crisis, why the Genius Act marks a new chapter for stablecoins, the tokenization of traditional finance, and how Galaxy is uniquely positioned at the crossroads of crypto and AI. This is a front-row seat to the changing macro tides and crypto’s place in the new financial order.
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🌐SELF | PROVE YOUR SELF
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS
0:00 Intro
0:18 Bitcoin Hitting All-Time High
1:57 Trump’s Tariffs' Effect on Bitcoin
5:56 Liz Truss Moment 2.0?
7:33 US Liz Truss’s Effect
8:49 Bitcoin, Gold, and the US Dollar
12:11 BTC as a New World Asset
15:29 Treasuries in Decline
18:05 Galaxy Going Public
21:26 The Genius Act
24:32 Anti-Crypto Army Gone?
27:03 US Consumer Crypto Market
31:22 Tokenizing Galaxy Assets on ETH
34:08 A Roadmap From SEC in the Future?
36:53 Year of Crypto IPOs?
38:30 TradFi Fades, Crypto Rises
39:46 The Terra Luna Case
44:05 Future of Galaxy and Crypto
50:48 Building and Scaling Data Centers
55:18 Closing & Disclaimers
RESOURCES
Mike Novogratz
https://x.com/novogratz
Galaxy Digital
https://www.galaxy.com/
Tokenization & RWAs (Galaxy Report)
https://www.galaxy.com/research/insights/tokenization-and-the-future-of-finance/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Ryan and David break down the political storm brewing around crypto. From JD Vance’s fiery speech at Bitcoin 2025 to the Trump meme coin dinner that triggered bipartisan backlash. They dive into Ethereum’s biggest capital inflow yet, as a public company raises $425 million to buy and stake ETH, drawing comparisons to MicroStrategy. They also cover the court ruling that halted Trump-era tariffs, the Circle IPO finally moving forward, and early signs of a “Stablecoin Summer” as banks eye their own dollar-backed coins. Plus, the growing risks of copycat crypto acquisition vehicles, and why some say the next GBTC-style blowup could already be forming.
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🌐CELO | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS & RESOURCES
0:00 Intro
0:37 JD Vance Bitcoin Conference 2025
https://x.com/cointelegraph/status/1927766577845305579
2:59 Crypto Prices
5:13 US court blocks most Trump tariffs, says president exceeded his authority
https://ca.finance.yahoo.com/news/us-court-blocks-trumps-liberation-231041016.html
https://truthsocial.com/@realDonaldTrump/posts/114588777076099501
12:29 The microstrategy of ETH!
https://cointelegraph.com/news/sharplink-ethereum-treasury-joseph-lubin-board-chair
https://x.com/econoar/status/1927380671334404511
https://x.com/RyanSAdams/status/1927344185595633687
https://x.com/hanni_abu/status/1927408350527922585
18:39 Gamestop & Trump Media Buying Bitcoin & SolSolStrategy
https://x.com/WatcherGuru/status/1927680683847119289
https://x.com/KobeissiLetter/status/1927352308859330651
https://x.com/SolanaFloor/status/1927408166922293535
https://x.com/mikeippolito_/status/1927450775870931015
25:26 Trump Dinner
https://x.com/BillSun_AI/status/1925728406974443607/video/1
https://x.com/Mollyploofkins/status/1926098775233241537
https://x.com/justinsuntron/status/192576411185 9597602
https://x.com/USHouseFSC/status/1925625286818689066
https://www.nbcnews.com/politics/congress/senate-republicans-raise-red-flags-trumps-private-dinner-meme-coin-hol-rcna204293
https://www.bloomberg.com/news/articles/2025-05-22/protesters-yell-shame-at-guests-of-trump-s-memecoin-dinner
https://www.youtube.com/watch?v=JNJD-vKtrPc
36:22 The Annual Bitcoin (Stablecoin) Conference Week
https://x.com/UnderCoercion/status/1927885141059260768
https://x.com/TheBitcoinConf/status/1927914310212407481
https://x.com/BitcoinMagazine/status/1926324131923976224
https://x.com/Cointelegraph/status/1927763954178150848
https://x.com/TPostMillennial/status/1927767083217039818
https://x.com/pete_rizzo_/status/1927509752931635256
https://x.com/BitcoinMagazine/status/1927479261780127747
https://x.com/DogCandles/status/1927879603055415557
44:08 Echo announced Sonar
https://x.com/echodotxyz/status/1927422067801997336
46:18 Circle filed for an IPO on the NYSE
https://x.com/CoinDesk/status/1927326167033356458
48:37 Some of the biggest US banks are about to launch joined stablecoin
https://www.wsj.com/finance/banking/crypto-stablecoin-big-banks-a841059e
https://x.com/CryptoHayes/status/1925739441634652654
https://x.com/SecScottBessent/status/1925967578540781743
51:55 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse."
Together, we explore a future where artificial general intelligence (AGI) threatens to upend the economic and social contracts that underpin modern civilization. Will AI empower us or make us obsolete?
We unpack how labor-replacing AI could dismantle the very incentives that once gave rise to liberal democracies, social mobility, and human-centered innovation—and what it might take to build a future worth living in.
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TIMESTAMPS
0:00 What is the Intelligence Curse
4:29 Resource Curse
8:20 Pyramid Replacement
18:19 Institutional Pushback
21:25 Capital, AGI & Human Ambition
32:00 Liberalism Falls Apart?
36:30 Powerful Actors
41:15 Rentier States
46:19 Human Labor in a AGI World
52:46 Nation States
57:37 Shaping the Social Contract
1:06:23 AI Snake Oil?
1:07:41 Balance of Power
1:08:51 Breaking the Intelligence Curse
1:16:45 Vitalik’s Defensive Accelerationism
1:18:16 Diffusion
1:19:58 Open-Source AI
1:22:06 Democratization
1:24:06 Who Wins?
1:26:43 Action Items
1:29:17 The Positive Scenario
1:30:21 Closing
RESOURCES
Luke Drago
https://x.com/luke_drago_
Rudolf Laine
https://x.com/LRudL_
Time Op-ed
https://time.com/7289692/when-ai-replaces-workers/
Intelligence Curse
https://intelligence-curse.ai/
Contact Form
https://docs.google.com/forms/d/e/1FAIpQLSft2iBV9z1AYsM3TcDnh8z3juc2k4yD0TQTZ91oy37S-KlSSQ/viewform
AI Snake Oil - Arvind Narayanan
https://press.princeton.edu/books/hardcover/9780691249131/ai-snake-oil
Vitalik’s Defensive Accelerationism
https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Is altseason finally here or just getting started?
Michael Nadeau of the DeFi Report joins Ryan to break down the data behind a potential crypto rotation. We cover why ETH and select alts may be poised to outperform, how macro conditions are fueling risk-on sentiment, and why fundamentals—like protocol cash flows and MEV—matter more than ever. Michael also shares his current portfolio and reveals what he’s buying right now. If you’re positioning for what’s next, this is your rotation signal.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/research/altseason-melt-up
https://docs.google.com/presentation/d/1g2H1VaAKHWB5trl1tRHRYc68lIqZ8tWnzcLnkasAVYk/edit?usp=sharing
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self
🟠HEMI | BTC & ETH, ONE NETWORK
https://bankless.cc/hemi
TIMESTAMPS
0:00 Intro
0:23 Vince McMahon Meme
https://x.com/QuintenFrancois/status/1925543793371054122
1:10 DeFi Report #1 & Crypto Fundamentals
7:07 Mike’s Trading Time Horizon
9:13 Alt-Season Melt-up?
15:43 Macro Catalysts
25:57 2021-2022 Cycle vs. Today
29:03 Bitcoin & ETH Moving Average Chart
32:46 Different Types of Trading/TA Fundamentals
36:36 Long-Term Holder Supply Chart
43:09 MVRV Z-Score
48:39 ETH/BTC Ratio & Altcoin Season?
53:02 Mike’s Portfolio
1:00:40 When to Sell
1:02:33 How Durable is Solana’s MEV Infra
1:04:59 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
How should we value L1 tokens in crypto?
Today’s guest, Jonah Weinstein of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto’s total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever.
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self
🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 Intro
0:23 How to Value L1 Tokens
7:18 REV
20:32 L1 Tokens are Money
27:11 Payments vs SoV Use Case
36:13 TAM for Digital Money
41:45 BTC: Special Snowflake?
45:31 RSOV
1:03:17 REV vs RSOV
1:12:07 RSOV Valuations
1:18:27 RSOV Drivers
1:34:10 Future of RSOV
1:36:43 Skycatcher
1:38:55 Opportunities to Watch
1:40:46 Closing & Disclaimers
RESOURCES
Jonah Weinstein
https://x.com/_Jonahw
RSOV Deck
https://docsend.com/view/mb2v6k3yr38gpfwm
RSOV Dune Dashboard
https://dune.com/sc_research/rsov
RSOV Template Financial Model
https://docs.google.com/spreadsheets/d/1IH0IX0yal7raqhO8SWzcVGK-TAH-b7avRlZ3pxR0krc/edit?usp=sharing
Skycatcher
https://skycatcher.xyz/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Ryan and David unpack Bitcoin’s explosive run to $111K and the macro chaos driving it—specifically, the U.S. Treasury’s failed bond auction and what it signals for the dollar. They break down the Senate’s landmark stablecoin bill (and Elizabeth Warren’s meltdown), Ethereum’s ZK miracle that could 100x Layer 1 throughput, and Texas launching its own state Bitcoin reserve. Plus, why Stanley Druckenmiller’s portfolio strategy might justify going all-in on crypto—and whether alt season is finally on the horizon.
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐CELO | PROVE YOUR SELF
https://bankless.cc/Self
🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS & RESOURCES
0:00 Intro
0:31 Stanley Druckenmiller
https://x.com/mrexits/status/1925354907382816880
3:40 Markets
https://x.com/glassnode/status/1925225568817099260
https://x.com/btc_archive/status/1925468871449866309
https://x.com/WatcherGuru/status/1925401414659867102
https://x.com/Cointelegraph/status/1924676563582267643
https://x.com/CryptoRank_io/status/1923875599275143300
https://x.com/cburniske/status/1925482199727710648
https://www.reuters.com/business/tepid-demand-us-treasury-auction-shows-investor-jitters-about-tax-bill-deficit-2025-05-21/
20:42 U.S. About to Pass a Landmark Stablecoin Bill?
https://x.com/SenatorHagerty/status/1924933844001521787
https://x.com/eleanorterrett/status/1924504745689153812
https://x.com/WayneVaughan/status/1924660740847222832
https://x.com/intangiblecoins/status/1925247754969797007
https://x.com/cburniske/status/1924705825723187343
https://x.com/CampbellJAustin/status/1925170860140249445
33:48 ETHEREUM IS SAVED. Bet it all on zk! Real-time proving is coming to Ethereum!
https://x.com/drakefjustin/status/1924929057676001466
https://x.com/VitalikButerin/status/1925050155922862526
https://x.com/pumatheuma/status/1925231968117277066
https://x.com/SuccinctLabs/status/1924523978703740963
45:26 Solana’s next leap: the proposed “Alpenglow” consensus
https://x.com/Austin_Federa/status/1924498049482559677
https://www.anza.xyz/
https://x.com/gttyson/status/1924519192101061035
47:57 FIGHT FOR RWAS
https://x.com/TrustlessState/status/1925577606163829203
https://blog.kraken.com/news/tokenized-equities-coming-soon
48:58 BIG Sui Dex hacked
https://x.com/Cointelegraph/status/1925509145366503486
https://x.com/SuiNetwork/status/1925572334054002774
https://www.coingecko.com/en/coins/sui
52:13 SKY became the sole governance token of the Sky
https://x.com/SkyEcosystem/status/1924515700564988354
https://upgrademkrtosky.com
53:54 Bitcoin community might rename sats to bitcoins
https://x.com/jack/status/1924121538485178658
57:16 Texas Strategic Bitcoin Reserve bill officially passed - TEXAS loves crypto
https://x.com/BitcoinMagazine/status/1925239389141049353
https://bitcoinlaws.io/tx
58:24 Galaxy was listed on Nasdaq - $7 billion
https://x.com/galaxyhq/status/1923411961754108177
59:11 Hester Peirce’s “New Paradigm” speech (SEC Speaks, 19 May 2025)
https://www.sec.gov/newsroom/speeches-statements/peirce-remarks-sec-speaks-051925
https://x.com/RyanSAdams/status/1924539029346828608
-https://www.coindesk.com/policy/2025/05/20/sec-charges-unicoin-top-executives-with-100m-massive-securities-fraud
1:01:39 DOJ is investigating Coinbase data breach & Circle Rumors?
https://cointelegraph.com/news/justice-department-coinbase-data-breach
https://www.coindesk.com/business/2025/05/20/circle-has-explored-potential-5b-sale-to-coinbase-or-ripple-instead-of-ipo-report
1:04:00 Closing & Disclaimers
1:04:26 Moment of Zen
https://x.com/mrexits/status/1925354907382816880
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode of the Bankless Podcast, hosts discuss Real Economic Value (REV). Triggered by Jon's exploration of how ETH and SOL prices correlate with REV, the team delves into REV's role as a value capture metric and demand signal for blockchain networks. We evaluate the implications for network valuations, debate the sustainability of relying on REV, and analyze competitive dynamics between Ethereum and Solana. The conversation concludes with musings on crypto investment risks and the evolving identity of digital currencies in relation to app utility.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
—-
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 REV
https://x.com/jon_charb/status/1923739890115543264
https://x.com/TrustlessState/status/1924835154700234866
17:56 Stablecoins vs Native Currencies
28:38 Tribalism
https://x.com/post_polar_/status/1924458711940055246
https://x.com/RyanSAdams/status/1924202146117153172
39:30 The Trenches
https://dune.com/beincrypto/solana-launchpads
49:14 Pump . Fun
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation.
We cover why ETH ripped, why the Trump administration might walk away from US treasuries as the global reserve asset, and why capital controls—not tariffs—could redefine the global economic order. Arthur lays out his full thesis on how a massive shift in global liquidity is unfolding, what it means for crypto, and why he’s betting big on Bitcoin, gold, and “buying everything” as the money printers rev up again.
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TIMESTAMPS
0:00 Intro
0:34 ETH’s Back?
2:25 Bretton Woods
7:38 The Petrodollar
9:37 The Petroyuan
17:47 US China Trade Imbalances
20:22 Liberation Day & Tariffs
33:19 Capital Controls
38:42 US Capital Flights
44:51 Dual Monetary System
49:08 Bitcoin as a Reserve Currency?
50:19 Buy Everything Except Bonds
53:07 Scott Bessent
57:02 QE is Inevitable
1:02:15 Stablecoins
1:06:55 Trump’s Pro-Crypto Campaign
1:11:44 Global Liquidity
1:21:20 Gold Reevaluation
1:25:18 Hot War Scenario
1:29:54 Arthur’s Bags
1:30:33 Crypto Cycle
1:35:07 Closing & Disclaimers
RESOURCES
Arthur Hayes X
https://x.com/CryptoHayes
Arthur’s Blog Post
https://cryptohayes.medium.com/fatty-fatty-boom-boom-52e47a03f487
Arthur Hayes IG
https://www.instagram.com/cryptohayes/
LinkedIn
https://www.linkedin.com/in/arthur-hayes-b493b42/
Substack
https://cryptohayes.substack.com/
Maelstrom
https://maelstrom.fund/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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This week, Ryan and David break down Ethereum’s explosive 50% surge and the surprising macro catalyst behind it: a U.S.–China tariff deal that has markets ripping. They cover Coinbase’s massive customer data leak (and Brian Armstrong’s $20M bounty response), Robinhood’s stealthy Layer 2 acquisition, and the rise of meme coins funding real apps. Plus, why Arthur Hayes thinks the bull market is just beginning.
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TIMESTAMPS & RESOURCES
0:00 Intro
0:06 “Who is laughing now?” statement from NYC Mayor
https://x.com/WatcherGuru/status/1922036267685908761
3:47 Prices, Uniswap, & Aave
https://x.com/jbrukh/status/1922315929578299580
https://dune.com/mud2monarch/countdown-to-three-trillion-united-states-dollars
https://x.com/StaniKulechov/status/1921478583337312339
https://x.com/RyanSAdams/status/1921925615923388864
https://l2beat.com/scaling/summary
14:10 Tariff Truce - US and China agree to slash tariffs for 90 days - We’re Saved!!!
https://www.cnbc.com/2025/05/12/us-and-china-agree-to-slash-tariffs-for-90-days.html
https://x.com/biancoresearch/status/1921927955573264802
https://polymarket.com/event/us-recession-in-2025
https://cryptohayes.substack.com/p/fatty-fatty-boom-boom
28:40 Bad Coinbase news first - Coinbase MAJOR customer data leak
Coinbase $20m award leading to the arrest of hackers
https://x.com/brian_armstrong/status/1922967787309256807
https://x.com/coinbase/status/1922967576209998133
https://x.com/0xBreadguy/status/1923006791031587248
https://x.com/adamscochran/status/1923018728800686532
https://x.com/lemiscate/status/1922984240318193934
35:48 Coinbase becomes the first crypto company in S&P500
https://x.com/iamdcinvestor/status/1922068706084970750
https://x.com/cbfutures/status/1920850444093448225
https://www.tradingview.com/symbols/NASDAQ-COIN/
37:28 Internet Capital Markets Meta
https://www.jellyjelly.com/
https://dexscreener.com/solana/3bc2e2rxcfvf9op22lvbansvwos2t98q6ercroayqydq
https://x.com/gabrielhaines/status/1922293923420000346
https://www.believescreener.com/
https://x.com/believeapp/status/1922780481684148519
https://x.com/alex_leiman/status/1922075531966550488
https://x.com/msg/status/1922708357686743551
https://x.com/pasternak/status/1922493500504867290
https://dune.com/adam_tehc/memecoin-wars
https://x.com/WazzCrypto/status/1922826087467204636
https://x.com/TrustlessState/status/1922635525992644770
https://x.com/pumpdotfun/status/1921941742854512924?
https://x.com/RyanSAdams/status/1922006135520764094
50:29 Robinhood will acquire Kevin O’Leary-Backed WonderFi - Leads to ETH L2.
https://x.com/RobinhoodApp/status/1922245928691421671
https://www.wonder.fi
52:12 CryptoPunks have a new owner!
https://x.com/cryptopunksnfts/status/1922291088431448396
https://x.com/econoar/status/1922339944774664660
https://www.coingecko.com/en/nft
53:46 Is the SEC becoming awesome now? pro-capital, pro-crypto SEC
Paul Atkins said that his priority is to develop new rules for crypto tokens
https://x.com/WatcherGuru/status/1921977322871140360
https://x.com/SECGov/status/1922001045087027349
https://x.com/RyanSAdams/status/1920585655039529220
https://www.sec.gov/files/ctf-memo-blackrock-05092025.pdf
58:42 Superstate is launching Opening Bell platform with their first client!
https://x.com/superstatefunds/status/1920479311728869826
1:00:01 JD Vance will speak at Bitcoin 2025
https://bitcoinmagazine.com/politics/u-s-vice-president-jd-vance-to-speak-at-bitcoin-2025-confer
1:00:32 Meta is exploring stabecoins again!
https://x.com/degeneratenews/status/1920557131201122806
1:01:59 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Ryan and David reunite on Bankless Takes with a big question: What must Ethereum do to win?
Ryan champions a memetic and cultural shift, calling for ETH maximalism and nationalism to reignite belief in ETH as a monetary asset. David brings a product-driven roadmap, urging Ethereum to strengthen its L1 as the economic hub of the internet.
Together, they explore a vision for a unified Ethereum that can scale, coordinate, and ultimately win. This isn’t just a talk—it’s a strategy session for Ethereum’s future.
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS & RESOURCES
0:00 Intro
3:21 Job’s Not Finished
10:11 A Call for Maximalism
13:10 Blue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763
25:23 Restoring ETH’s Product-Money Feedback Loop
https://www.bankless.com/read/restoring-eths-product-money-feedback-loop
46:58 Towards a United Chains of Ethereum
https://x.com/RyanSAdams/status/1917298612540739931
https://x.com/Spire_Labs/status/1915430799618564394
https://l2beat.com/scaling/summary
1:05:43 ETH—Commodity Money Backed by an Economy
https://x.com/RyanSAdams/status/1918065179725570536
1:08:59 Rethinking Our Messaging
1:14:49 Can Ethereum Still Win?
1:19:22 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode of the Bankless Roundtable, host David Hoffman is joined by crypto enthusiasts Zero X Bread Guy, John Charbonneau, and Andy8052 to discuss the recent surge in Ethereum's price, which skyrocketed nearly 50% this week. The panel analyzes the impact of the Believe app and Launchcoin on internet capital markets, Coinbase's entry into the S&P 500, and Robinhood's new Layer 2 solution. They explore the implications of these developments for investor confidence and market liquidity, alongside the rising interest in meme-based tokens. The conversation wraps up with thoughts on Ethereum vs. Solana and the importance of community engagement in the evolving crypto landscape.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
—-
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 ETH vs SOL vs BTC
5:40 Internet Capital Markets
https://x.com/gabrielhaines/status/1922293923420000346
https://dexscreener.com/solana/yrrustgpugdp8bbfosqdefssen6sa75zs1qjvgnhtmy
https://www.believescreener.com/
https://x.com/believeapp
22:19 Memecoin Launchpads
https://x.com/believeapp/status/1922075588115775489
https://x.com/zhusu/status/1922178773375418733
30:32 Ethereum Up 50%
https://www.coingecko.com/en/coins/ethereum
46:25 Coinbase Listed
https://x.com/coinbase/status/1922046840528113880
53:47 Robinhood Acquires Wonderfi
https://x.com/hanni_abu/status/1922341347844841611
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Shaun Maguire, partner at Sequoia and former physicist turned investor, joins the Limitless Podcast to explore why we’re on the verge of a technological renaissance.
From AI and silicon photonics to humanoid robots and space infrastructure, Shaun makes the case that the next 20 years will make the internet boom look tame. We dive deep into why America needs 10 SpaceX-level companies, the return of hardware innovation, the energy constraints of the future, and how frontier technologies like Neuralink and Mars colonization might reshape civilization.
💫 LIMITLESS | SUBSCRIBE & FOLLOW
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 Intro
6:36 Who’s Shaun Maguire?
9:24 Investing in the AI Age
13:06 Hardware Manufacturing
21:58 Hardware Precedes Software Revolutions
42:20 Energy
49:53 Space Solar Reflectors
55:45 Space Economy
1:04:15 Elon Musk
1:14:24 Robotics
1:17:39 Neuralink
1:25:22 Doom Scenarios
1:32:02 Closing Thoughts
RESOURCES
Shaun Maguire
https://x.com/shaunmmaguire
Sequoia Capital
https://www.sequoiacap.com/
Josh Kale
https://x.com/Josh_Kale
David Hoffman
https://x.com/TrustlessState
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Ryan and David unpack Ethereum’s game-changing "Pectra" upgrade, doubling Layer 2 blob space and sparking fresh debates on L1 scaling. Meanwhile, Washington sets its sights on a $2 trillion stablecoin market, Apple’s App Store monopoly cracks open to crypto, and Coinbase makes a historic acquisition of Deribit. Plus, Bitcoin breaks $100K and ETH $2k, are we officially back in bull territory? Find out on this week’s Weekly Rollup.
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS & RESOURCES
0:00 Intro
0:32 Markets
https://www.cnbc.com/2025/05/07/fed-meeting-live-updates-traders-await-insight-from-powell-on-next-rate-cut-tariff-impact.html
https://fred.stlouisfed.org/graph/?id=EFFR%2CDFEDTARU%2CDFEDTARL%2C&utm_source=chatgpt.com
https://fred.stlouisfed.org/series/FEDFUNDS?utm_source=chatgpt.com
https://truthsocial.com/@realDonaldTrump/posts/114471750357100883
https://x.com/ForexLive/status/1919864600339558405
13:44 Big win for Crypto against Apple App Store Monopoly!
https://x.com/hlopez_/status/1918113804938056100
https://x.com/0xCygaar/status/1918335966538068300
https://x.com/RyanSAdams/status/1920486709831033039
21:36 Ethereum upgrade live on mainnet!
https://x.com/TimBeiko/status/1920145795430727686
https://x.com/TrustlessState/status/1919746313760969136
https://www.bankless.com/read/eip-7702-ethereum-onchain-culture
https://x.com/adietrichs/status/1920083962472300928
https://x.com/drakefjustin/status/1920343548047569165
https://x.com/TrustlessState/status/1920488999296078131
https://x.com/tkstanczak/status/1920157389568737478
https://x.com/TrustlessState/status/1920498941583348014
40:04 Coinbase Acquires Options Platform Deribit
https://www.wsj.com/finance/currencies/coinbase-strikes-2-9-billion-deal-for-major-crypto-options-platform-a87ca4b3?utm_source=chatgpt.com
41:55 Treasury Secretary is ALL in on Stablecoins
https://x.com/SecScottBessent/status/1920140049254854778
https://www.cnbc.com/2025/05/02/crypto-tether-eyes-us-expansion-with-new-stablecoin-as-ceo-courts-washington.html
https://x.com/intangiblecoins/status/1918802270310777128
https://x.com/SenatorHagerty/status/1918827160954909111
https://x.com/BrendanPedersen/status/1920193925081338114
47:26 Dems introduced legislation that would ban sitting presidents from issuing tokens
https://www.merkley.senate.gov/merkley-and-schumer-lead-the-charge-to-end-crypto-corruption-by-trump-other-elected-officials/
https://x.com/Cointelegraph/status/1919405803112472797
https://x.com/StevenTDennis/status/1920088287747711380
https://x.com/DegenerateNews/status/1919109508120371209
https://x.com/WatcherGuru/status/1919120401604477095
https://cointelegraph.com/news/eu-crypto-ban-anonymous-privacy-tokens-2027
54:04 Coinbase announced a new open source payments protocol - x402.
https://x.com/CoinbaseDev/status/1919784224170889696
https://chatgpt.com/share/681ba731-5244-8008-b801-37e128e240b8
https://stripe.com/en-cz/newsroom/news/sessions-2025
57:44 Bitcoin community is splitting over limit removal plan
https://x.com/ColeTU/thread/1919769012998647880
https://x.com/MartyBent/status/1919226199529677042
1:01:55 Unichain becomes the first L2 building blocks with TEE!
https://x.com/TrustlessState/status/1918450159274319876
1:04:26 Charles Schwab wants to launch spot Bitcoin trading by April 2026
https://cointelegraph.com/news/charles-schwab-eyes-spot-bitcoin-trading-2026
1:05:15 Bankless’s New Podcast! Limitless - go subscribe & follow
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT
1:06:55 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to the AI Rollup, from the Limitless Podcast. David, Ejaaz, and Josh break down the week’s most important AI headlines, from OpenAI’s $3B Windsurf acquisition and Google’s full-stack AI play, to Visa and Mastercard preparing for agentic commerce. We explore the state of robotics, major interpretability challenges, and why the race to AGI may outpace our ability to understand it. Plus: AI ASMR, glow-up GPT, and why autonomous agents still kinda suck. Stay curious, this one’s stacked.
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TIMESTAMPS & RESOURCES
00:00:00 Intro To Limitless!
https://x.com/LimitlessFT
00:04:23 OpenAI Makes Huge Acquisition
https://www.outlookbusiness.com/artificial-intelligence/openai-to-acquire-ai-coding-platform-windsurf-for-3bn?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=7f1b29a5128efe71af21ff4cb81c530bdcac095e
https://x.com/ns123abc/status/1912876350911754676
https://www.testingcatalog.com/google-tests-computer-use-tools-and-cloud-run-hosting-in-ai-studio/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=bd7931dcfd449aa11b0bf7197fdfa983289758c2
00:08:01 Why Spend $3 Billion??
00:16:09 OpenAI Memory Update Is... Interesting
https://techcrunch.com/2025/04/18/chatgpt-will-now-use-its-memory-to-personalize-web-searches/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-launches-o3-and-o4-mini&_bhlid=d08c6dc54c407d4f53df9d11a68857dba951a21c
00:23:56 OpenAI Re-Structuring
https://www.reuters.com/business/openai-remain-under-non-profit-control-change-restructuring-plans-2025-05-05/?utm_source=www.theaivalley.com&utm_medium=newsletter&utm_campaign=openai-reverses-for-profit-plan-ai-breakthroughs-in-robotics&_bhlid=c4222c046fc76f42b7f72ca72537e4e8620a2af1
00:37:24 Visa Credit Cards For AI Agents
https://apnews.com/article/ai-artificial-intelligence-5dfa1da145689e7951a181e2253ab349
00:43:21 The Crypto Bull Case
00:45:43 The Deca Trillion Robot Opportunity
https://x.com/adcock_brett/status/1913986971501748390?s=46
https://x.com/kimmonismus/status/1919510163112779777
https://developer.nvidia.com/isaac/gr00t
https://x.com/adcock_brett/status/1916523708153217525?s=46
https://x.com/adcock_brett/status/1919060515998822898?s=46
00:52:44 Dogs With Machine Guns
00:58:11 Using AI To Do Your Job
01:02:12 The Interpretability Talk
https://www.darioamodei.com/post/the-urgency-of-interpretability
01:09:18 AI Neurons?
01:15:27 The Dopamine Section
https://x.com/venturetwins/status/1917640408349434106
https://x.com/ns123abc/status/1918703088598184321?s=46
https://x.com/venturetwins/status/1919057071145672949
https://x.com/aisafetymemes/status/1914003415191212112?s=46
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode of the Bankless Roundtable, hosts BreadGuy, John Charbonneau, and Andy8052 tackle pivotal issues in the crypto world. They explore the disconnect between institutional bullishness and community despair, with Bread highlighting the plight of altcoin holders amid Bitcoin's dominance. The conversation turns to a scandal involving a token loan, revealing manipulation that undermines trust in the industry.
Later, they discuss the upcoming Ethereum Pectra upgrade, emphasizing its potential to improve functionality while cautioning about implementation challenges. The hosts also dive into the meme coin phenomenon, navigating the ethical dilemmas of this niche. As they wrap up, the team reflects on the challenges and hope within the crypto community, encouraging thoughtful engagement in this dynamic market.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
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TIMESTAMPS
00:00 Intro
03:40 Current Crypto Sentiment
9:20 Movement Market Making Scandal
26:10 Boop.Fun vs Pump.Fun
1:00:15 Ethereum's Pectra Upgrade
1:16:25 Bitcoin vs Ethereum
1:12:45 Closing Thoughts
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures%E2%81%A0
Ethereum Foundation's new Co-Executive Directors, Tomasz Stanczak and Hsiao-Wei Wang, join Bankless to outline their vision for the future of Ethereum.
We explore their backgrounds, the changing leadership at EF, and the roadmap ahead—from accelerating L1 scaling and improving UX to making Ethereum more dynamic and product-focused. This episode offers a rare behind-the-scenes look at how Ethereum plans to stay resilient, decentralized, and mission-aligned in a fast-changing world.
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self
🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS
0:00 Intro
8:19 Career Journey
16:22 What Value Are They Providing
23:39 Continuing the Ethereum Legacy
31:11 Ethereum Foundation: Strengths, Gaps & Calls for Leadership
43:41 The Pectra Disaster
1:00:51 Scaling and Improving the Layer 2
1:06:55 The Concept of "Product Centric Ethereum"
1:11:49 Metrics, Accountability & Operational Leadership at Ethereum
1:14:41 What the Ethereum Foundation Isn't Responsible For
1:18:35 Clearing Up EF Misconceptions
1:26:25 Inside Ethereum’s Upgrade Cycle
1:31:17 Closing and Disclosure
RESOURCES
Hsiao-Wei Wang
https://x.com/hwwonx
Tomasz K. Stańczak
https://x.com/tkstanczak
Ethereum Foundation
https://ethereum.foundation/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Markets
3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/
5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/1
19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084
28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164
29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462
38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america
42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776
44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token
47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597
48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621
51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743
53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944
56:29 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat?
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale
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TIMESTAMPS & RESOURCES
00:00:00 Start
00:02:50 OpenAI's New Frontier Model
https://openai.com/index/introducing-o3-and-o4-mini/
https://x.com/rowancheung/status/1912561386208825751
https://x.com/AISafetyMemes/status/1912875957897003354
https://x.com/sama/status/1912558495997784441
https://x.com/TransluceAI/status/1912552046269771985
00:10:07 Is There A Scaling Wall?
00:17:13 The New AI Gold Rush
00:19:21 AI Caught Lying
https://x.com/IterIntellectus/status/1916463746454528071
https://x.com/deedydas/status/1916611855067594943
00:31:55 Open AI's Next Big Product
https://x.com/kyliebytes/status/1912171286039793932
https://x.com/cryptopunk7213/status/1914493366886174722
https://x.com/rowancheung/status/1917473779069968505?s=46
00:43:19 Optimizing For Addiction
00:50:28 Secret Reddit Agents
https://x.com/reddit_lies/status/1916916134630117814?s=46
00:58:55 Mega Viral AI Generated Video
https://x.com/falchook/status/1914419758520525194
01:01:29 GeoGuesser
https://x.com/arithmoquine/status/1912671688874926575?s=46
01:04:13 Is It Ethical For AI To Cheat?
https://x.com/im_roy_lee/status/1914061483149001132?s=46
01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto.
They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
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TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/1916910787936797005
18:49 Ethereum Value Accrual
30:29 Fun Chain Premium
34:00 Memecoin Meta These Days
50:17 HyperLiquid EVM
58:01 1 Gorilla vs 100 Men
https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query
1:04:07 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Can Crypto disrupt the IP Market?
In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built.
This might just be crypto's most ambitious attempt at disrupting the media yet.
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TIMESTAMPS
0:00 Intro
5:48 Why Onchain IP?
16:52 Eliminating Lawyers
24:41 Step One
28:56 Code as Law
38:38 Ownership Protection
45:35 Onchain IP Nuances
53:11 Final Words
56:30 Closing & Disclaimers
RESOURCES
Jason Zhao
https://x.com/jasonjzhao
Story Protocol
https://x.com/storyprotocol
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset?
In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value.
We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny.
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TIMESTAMPS
0:00 Intro
4:43 Classifying ETH
17:50 ETH/BTC Collapse
33:39 ETH Revenues
44:35 Blue-Money Gospel
53:44 What ETH Needs
1:10:08 ETH Internet Bond Narrative
1:19:49 Final Thoughts
RESOURCES
Sam Kazemian
https://x.com/samkazemian
Blue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss.
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TIMESTAMPS & RESOURCES
0:00 Intro
0:47 Are we still in a bull market?
3:01 Ryan’s unplugging
5:35 Ryan’s last 90-days
https://x.com/ryansadams/status/1915115437505049055
24:50 Bankless’s choices moving forward
https://x.com/TrustlessState/status/1914312548897219006
32:58 Markets since Ryan’s break
40:35 Trump’s memecoin
48:31 Bitcoin Strategic Reserve
52:34 $LIBRA memecoin
1:03:29 Contentcoins, Zora, & Jesse
1:16:39 Ethereum pivot & Bitcoin decoupling
1:18:18 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
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In this episode, we unpack Paradigm’s groundbreaking 2025 report, “TradFi Tomorrow: DeFi and the Rise of Extensible Finance,” with Paradigm’s Dan Robinson and Justin Slaughter.
We explore the stunning stat that 66% of traditional financial institutions are actively engaged with DeFi—and what that really means. From tokenization and stablecoins to regulatory clarity and decentralized exchanges, this conversation dives deep into how Wall Street is already integrating with crypto.
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TIMESTAMPS
0:00 Intro
7:10 What Constitutes a TradFi Firm
10:13 TradFi Firms with Defi
12:16 What's Exciting about this Report?
13:53 Stablecoins, Tokenization & More
18:54 Public Blockchains & TradFi?
21:05 “Tokenize The World” Moment?
27:47 TradFi’s Long-Term Outlook
33:19 The Formal Rejection of Private Blockchains
38:31 What’s Left for Regulation &Compliance
45:04 DeFi vs TradFi
48:07 User Value
50:55 Closing & Disclaimers
RESOURCES
Paradigm Report
https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-finance
Dan Robinson
https://x.com/danrobinson
Justin Slaughter
https://x.com/JBSDC
Paradigm
https://x.com/paradigm
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1.
They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
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TIMESTAMPS & RESOURCES
0:00 Intro
5:28 Jon & Bread’s reaction to the Dankrad/Angsar episode
https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito
https://x.com/TrustlessState/status/1914402754891559253
https://x.com/TrustlessState/status/1914330497905299790
27:56 Unichain or Ethereum L1 is DeFi?
https://x.com/TrustlessState/status/1913633500206428201
35:07 Making the L1 competitive while keeping L2s happy
44:38 L2s Parasitic?
48:49 Bitcoin Roadmap Bread vs. Jon
57:09 Decline of the ETH price & all asset prices overpriced?
1:05:02 ETH/BTC growth slowdown reason
1:13:35 The politics side of the conversation
1:19:05 What Bread & Jon are excited about
1:26:49 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Ethereum Foundation researchers Dankrad Feist and Ansgar Dietrichs join David Hoffman and Michael Ippolito to discuss Ethereum’s identity crisis—and how it’s turning the ship around.
They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape.
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TIMESTAMPS
00:00:00 Intro
00:05:42 Top Problems with Ethereum
00:12:33 Lack of Growth in Ethereum Layer 1
00:27:49 Ethereum’s Roadmap Dilemma
00:38:08 Layer 1 Scaling Progress
00:39:08 Ethereum L1’s Value Proposition to L2s
00:48:44 Base and Native Rollups Explained
00:57:25 Canonical EVM in a Rollup World
01:01:26 Vitalik’s Vision for L1 Scaling
01:05:59 ZK Scaling Becomes Real
01:08:12 Fast Block Times and DeFi
01:16:59 The Evolving Ethereum Core Culture
01:22:38 Other Interesting Changes
01:26:41 Ethereum’s Direction Feels Different Now
01:30:09 Closing and Disclosure
RESOURCES
Dankrad Feist
https://x.com/dankrad
Ansgar Dietrichs
https://x.com/adietrichs
Mike Ippolito
https://x.com/MikeIppolito_
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Bread joins David to unpack Ethereum’s surprising pivot back to Layer 1, as insiders push for a more pragmatic roadmap and faster block times. MegaETH’s 10ms testnet drops jaws and breaks dApps, while WalletConnect shocks the industry with a late-stage token launch. Meanwhile, Base stirs chaos with its “content coins,” OHM crashes $6B in hours, and Solana’s token wars heat up. Is Ethereum finally finding its focus — or just reacting to the noise? It’s a jam-packed Weekly Rollup you don’t want to miss.
Bread: https://x.com/0xBreadguy
MegaETH: https://x.com/megaeth_labs
Modern Market: https://x.com/modernmarket_
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TIMESTAMPS & RESOURCES
0:00 Intro
1:20 Bread’s Arc
3:17 MegaETH & Testnet
8:46 Noise
13:31 Wen MegaETH Mainnet?
16:59 Ethereum Strategic Pivot?
39:25 Base Tokenized Content Drama
49:59 $OM Mantra Token Dump
59:28 Raydium’s LaunchLab
1:03:38 Bread’s Upcoming Excitement
1:04:31 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
OpenAI just rocked the week with a groundbreaking memory update, sparking debate over whether “soul data” is the real moat in AI. Google fires back with its Agent‑to‑Agent protocol and a Cursor‑killer. We riff on 1,000 AI agents unleashed in Minecraft, labs turning pets into humans, and how Dolphin AI somehow beat GTA 6 to market. Buckle up as David, Ejaaz, and Josh roll through the top five stories shaping the AI‑crypto frontier and what they mean for builders, traders, and the future of intelligence.
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale
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TIMESTAMPS & RESOURCES
00:00:00 OpenAI’s HUGE Announcement
https://x.com/openai/status/1910378774727623024?s=46
https://x.com/cryptopunk7213/status/1910728919113736380
00:10:23 The Final Data Set
https://x.com/theannagat/status/1912209931073433907?s=46
https://x.com/nearcyan/status/1910796767626686951?s=46
https://x.com/dbarabander/status/1910402182589145411
00:16:10 Falling In Love With AI
https://www.instagram.com/p/DHwWc6RiH2P/
00:23:05 Open AI To Replace Apple
00:31:10 The All Knowing Intelligence
00:37:12 Agents Overtake Minecraft
https://x.com/kimmonismus/status/1912415676331168147?s=46
00:44:50 Pets As Humans?
https://x.com/venturetwins/status/1911113662607315035
00:46:18 We Can Talk To Dolphins
https://blog.google/technology/ai/dolphingemma/
00:48:33 Google Agent To Agent
https://x.com/omarsar0/status/1909977142311690320?s=46
https://x.com/i/status/1912123283954389172
01:00:01 GPT 4.1
https://x.com/_mohansolo/status/1911843179898540311
https://x.com/openrouterai/status/1911803671878173114?s=46
https://x.com/kimmonismus/status/1912434791779017083?s=46
01:09:17 A New Model Architecture
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Donald Trump is attempting something no leader has done before—unwind the global economic order.
In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market.
From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era.
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TIMESTAMPS
0:00 Intro
4:20 Trump Unwinding Global Order?
13:39 Emerging Market Paradigm
21:51 All-In Debate
26:22 Manufacturing Jobs
31:55 Trump Vibe Based President?
35:41 90-Day Tariff Pause Signal
38:41 Centralizing U.S. Supply Chain
40:54 Where Rana Finds Signal & Crypto
45:16 Closing & Disclaimers
RESOURCES
Rana Foroohar
https://x.com/RanaForoohar
America the Unstable
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23
Stephen Miran’s A User's Guide to Restructuring the Global Trading System
https://x.com/SteveMiran/status/1856745675943207362
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution.
In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up.
From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.
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TIMESTAMPS
0:00 Intro
5:08 Why Stablecoins?
6:50 The Stablecoin Train
20:26 Stablecoin Network Effects
22:55 Stablecoin Payments: Who Actually Wins?
26:51 Orchestration Layers
41:53 Stablecoin Blockchains
52:53 Stablecoin Singularity
56:03 Traditional Banks
59:38 Non-USD Stablecoins
1:02:05 How Many Stablecoins?
1:05:03 Circle IPO
1:09:32 Closing & Disclaimers
RESOURCES
Rob Hadick
https://x.com/hadickm
Stablecoin Payments: Who Actually Wins?
https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss.
Follow Haseeb on X:
https://x.com/hosseeb
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TIMESTAMPS & RESOURCES
0:00 Intro
0:44 What has happened since Liberation Day?
https://x.com/tier10k/status/1910020421870637132
https://x.com/Birdyword/status/1910364014825070652
https://polymarket.com/event/us-recession-in-2025
31:17 Inflation
https://x.com/intocryptoverse/status/1910311058222227586
41:49 Paul Atkins confirmed as the new SEC chair
https://x.com/Cointelegraph/status/1910117967230300613
45:43 ETH/BTC Ratio & Crypto VC Funding
https://x.com/pet3rpan_/status/1910345673288958052
58:36 MegaETH released its testnet
https://x.com/megaeth_labs/status/1903099481874153880
https://x.com/0xBreadguy/status/1909619744455741709
1:03:05 Closing & Disclosures
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era.
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TIMESTAMPS & RESOURCES
00:00:00 AI Generated Tarriff’s
00:03:58 Meta’s Huge New LLAMA 4 Announcement
https://x.com/ahmad_al_dahle/status/1908595680828154198?s=46
https://x.com/alexocheema/status/1908651942777397737?s=46
00:11:54 Did Meta Cheat?
https://x.com/Yuchenj_UW/status/1909061004207816960
https://x.com/andrewallenxo/status/1909143884321481157
https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46
https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit
00:20:45 AGI Is Coming in 2027
https://ai-2027.com/
https://situational-awareness.ai/
00:28:02 What Happens After AGI
https://ai-2027.com/
https://situational-awareness.ai/
00:39:58 Shopify And The Employment Crisis
https://x.com/tobi/status/1909251946235437514
00:48:34 The Future Of Education
https://www.anthropic.com/news/introducing-claude-for-education
https://x.com/jowettbrendan/status/1907695965726978184
https://x.com/cryptopunk7213/status/1907969387958513727
https://x.com/itsPaulAi/status/1907122207136137368
https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country
00:59:55 How Much Does AI Know About You
01:04:58 A16Z’s $30B Fund
https://x.com/tkexpress11/status/1909626333711548526
https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum.
We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption.
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TIMESTAMPS
00:00:00 Intro
00:07:12 Etherealize & Its Mission
00:15:29 Clients & Finances
00:20:17 Relation Between Ethereum Foundation & Etherealize
00:21:31 Etherealize's Funding
00:22:43 Etherealize's Competitions
00:26:02 Challenges & Roadblocks
00:28:15 What Success Looks Like for Etherealize
00:29:56 Etherealize's Co-Founders
00:31:10 Ethereum’s Upcoming Era
00:40:20 What Makes Ethereum Special
00:46:00 Political Effect on Ethereum
00:51:33 Community Support
00:54:51 Layer 1 & Etherealize
00:58:36 Hypothetical Scenarios with Ethereum
01:01:50 What’s Next for Etherealize
01:04:47 Some Unturned Stones
01:07:32 Closing & Disclosures
RESOURCES
Etherealize
https://www.etherealize.com
Vivek Raman
https://x.com/VivekVentures
Danny Ryan
https://x.com/dannyryan
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week’s Weekly Rollup.
Follow Alex on X & check out his Galaxy Brains podcast:
https://x.com/intangiblecoins
https://www.galaxy.com/insights/podcasts/galaxy-brains/
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TIMESTAMPS & RESOURCES
0:00 Intro
0:29 Trump’s Reciprocal Tariffs
https://x.com/kobeissiletter/status/1907556839686054240
https://x.com/WhiteHouse/status/1907533090559324204
https://x.com/CalltoActivism/status/1907549193650188469
https://x.com/notlouisck/status/1907657906117554278
https://x.com/JamesSurowiecki/status/1907559189234196942
https://x.com/KushDesai47/status/1907618136444067901
https://x.com/TrustlessState/status/1907769359621067017
36:53 Circle Files for IPO
https://x.com/Cointelegraph/status/1907172102353924269
https://x.com/g_djuric/status/1907200843289370910
https://x.com/Nick_van_Eck/status/1907181670504993026
https://x.com/TheOneandOmsy/status/1907229821043626100
https://polymarket.com/event/circle-ipo-in-2025?tid=1743435443834
54:32 Eric Trump & Bitcoin Mining
https://x.com/EricBalchunas/status/1906689372142915712
https://x.com/FDICgov/status/1905662427783467111
58:07 CoreWeave IPO
https://www.galaxy.com/transactions/coreweave-growth-financing
1:04:47 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
AI heats up, markets shake, and the internet gets Ghbilified.
OpenAI hits 1M users in 60 minutes, CoreWeave IPO rocks NASDAQ, and XAI acquires X.
A new “world’s best” model quietly drops—did Google just take the lead?
Cursor raises at a $9.6B valuation as “vibecoding” enters the mainstream.
Welcome back to another week of the AI Rollup.
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TIMESTAMPS & RESOURCES
00:00:00 The Ghibli Effect
https://x.com/alifarhat79/status/1904884015858884884
https://x.com/unusual_whales/status/1906831621166440583
00:05:09 Coreweave IPO
https://www.ft.com/content/519006a9-82c6-4939-afa1-58921a399105
https://www.cnbc.com/2025/04/01/coreweave-shares-bounce-ipo-price.html
https://x.com/TheStalwart/status/1907438208662552647
00:14:28 xAI Acquires X
https://x.com/elonmusk/status/1905731750275510312?s=46
00:20:02 Grok's Telegram Integration
00:24:38 New Best Model Has Arrived
https://x.com/bookwormengr/status/1905050740110090429?s=46
https://x.com/gfodor/status/1904980153329242147?s=46
00:32:09 Cursor And The Vibe Coding Explosion
https://x.com/ArfurRock/status/1906768733135098360
00:39:02 AI Crypto Trend Update
https://x.com/defi0xjeff/status/1904154090424402163?s=46
00:45:47 BillyBets March Madness
https://x.com/playprophetx/status/1899535745435742608?s=46
https://x.com/bunchubets/status/1904224002123473294?s=46
00:56:51 Olas
https://olas.network/
01:01:32 Vana
https://x.com/anna_kazlauskas/status/1905414468315549737?s=46
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System.
Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever.
This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century.
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TIMESTAMPS
0:00 Intro
5:29 Internet Financial Systems
12:03 Frictions in Financial Systems
20:33 Innovations in Internet Financial Systems
28:42 Server with Laws
40:02 Incompatibilities within Systems
50:17 Absence of Financial Laws
57:34 Potential of Finance in Crypto
1:09:59 Server Compatibility with Governments
1:16:18 Different Laws for Investing in Crypto
1:26:26 Building Protocols
1:29:52 Closing & Disclaimers
RESOURCES
Felipe Montealegre
https://x.com/TheiaResearch
Internet Finance
https://x.com/TheiaResearch/status/1876618725547233417
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Robinhood CEO Vlad Tenev returns to Bankless for a wide-ranging conversation on the future of tokenization, crypto regulation, and Robinhood’s evolving product suite.
Vlad lays out a bold vision for bringing tokenized assets like SpaceX and OpenAI equity to retail investors, discusses the role of prediction markets as "truth machines," and introduces Robinhood's latest products: Strategies, Cortex, and Banking.
This one’s a big glimpse into where TradFi and DeFi collide.
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TIMESTAMPS
0:00 Intro
5:54 New Administration
12:19 Tokenization
16:18 Tokenized SpaceX
18:12 An IPO Alternative
23:39 Prediction Markets
25:40 Kalshi
29:58 Future of Prediction Markets
35:58 Robinhood Banking
38:27 Robinhood Cortex
44:08 Robinhood Strategies
49:04 Cash Delivery
52:10 Crypto Listings
54:37 Why Distinct Apps?
56:32 How Bankless is Robinhood?
1:00:42 Closing Thoughts
RESOURCES
Vlad Tenev
https://x.com/vladtenev
Robinhood
https://robinhood.com/
Washington Post Op-ed
https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Mike Ippolito joins us to break down crypto’s big flip as institutions rush into stablecoins—triggering excitement and anxiety alike. Hyperliquid faces drama after a high-stakes market manipulation attack, BlackRock's tokenized treasuries surge to nearly $2 billion, and the U.S. Treasury finally removes Tornado Cash from its sanctions list. Meanwhile, Robinhood enters banking, raising questions about DeFi’s future. We dive into all of this and so much more.
Follow Mike on X & Checkout Bell Curve:
https://x.com/MikeIppolito_
https://www.youtube.com/@bellcurvepodcast/videos
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TIMESTAMPS & RESOURCES
0:00 Intro
0:56 Blockworks DAS Week Recap
6:45 Saylor’s Strategy bought more Bitcoin
https://x.com/WatcherGuru/status/1904155021781901741
https://x.com/SaylorBuysBTC/status/1904631210887836142
12:33 Stablecoin Gold Rush
https://x.com/TrustlessState/status/1905219932612178237
https://x.com/JasonYanowitz/status/1904886554708898112
https://x.com/KobeissiLetter/status/1904521913528975550
25:32 Blackrock’s BUIDL fund is expanding to Solana
https://x.com/solana/status/1904520943667716531
https://x.com/carlosdomingo/status/1904516023623028894
44:59 Hyperliquid
https://x.com/MacroCRG/status/1904895153384357990
https://x.com/HyperliquidX/status/1904923137684496784
https://x.com/toghrulmaharram/status/1904935313081856406
https://x.com/Dogetoshi/status/1904919007930577175
1:03:10 US lifted sanctions on Tornado Cash
https://x.com/matthuang/status/1904192079691170137
https://wewantjusticedao.org/
1:05:55 Robinhood Banking
https://x.com/RobinhoodApp/status/1905127283532484696
1:09:38 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Alon, co-founder of Pump.Fun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap.
We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem.
Alon on X: https://x.com/a1lon9
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TIMESTAMPS
0:00 Intro
7:09 Pump.Fun Inception
13:46 Post-Launch Pump.Fun
19:09 Pump.Fun’s Impact on Memecoins
23:25 Making Memecoins Less Extractive
28:32 Pump.Fun 4Chan Aesthetic
36:57 Pump.Fun Moderation
47:37 Pump.Fun’s Success
50:52 PumpSwap
59:12 Creator Revenue Sharing
1:02:09 Pump.Fun vs Radium
1:05:41 Pump.Fun’s Social Elements
1:08:19 Content, Attention & Markets
1:10:56 Future of Memecoins
1:13:11 Are Memecoins Evil?
1:17:44 Pump.Fun’s Mission
1:20:17 Why Pump.Fun x Bankless
1:22:06 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
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We’re joined by Tim Beiko, Ethereum Foundation coordinator, to break down Ethereum’s next major upgrades and the future of scaling.
We explore the upcoming Petra hard fork, which introduces validator consolidation, increased blob space for rollups, and EIP-7702 for improved account abstraction. Tim also shares insights on Fusaka and Glacier Dam, Ethereum’s roadmap for scaling, and how Ethereum’s upgrade process is becoming more efficient.
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TIMESTAMPS
0:00 Intro
5:43 Current State of EIPs & ETH Hard Forks
8:01 Why Security Is So Important
12:43 Naming Conventions of ETH Hard Forks
13:55 Pectra Upgrade & Its Effects
16:15 Maxeb Upgrade & Its Effects
24:29 Hard Forks, Bandwidth & Scaling
28:51 Other Updates Regarding Pectra
31:40 EOAs & Smart Contract Wallets
36:17 Smart Contract Wallets' Effect on Layer 2
43:15 Timeline of Fusaka & Glamsterdam
48:09 Vitalik's Tweet on Fusaka
51:15 Alcore Devs' Plans
54:25 What's EOF
59:18 Other Updates Regarding Fusaka
1:00:41 Uncertainty Regarding Glamsterdam
1:02:18 ETH's Slowness & Developers
1:05:19 Misconceptions Around ETH
1:07:32 Scaling the Layer 1
1:14:52 Summer of Protocols
1:18:13 Closing & Disclaimers
RESOURCES
Tim Beiko
https://x.com/TimBeiko
Ethereum Roadmap & Hard Forks
https://ethereum.org/en/roadmap/
EIP-7702 (Account Abstraction)
https://eips.ethereum.org/EIPS/eip-7702
Ethereum Object Format (EOF)
https://ethresear.ch/t/ethereum-object-format-eof/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, Anthony Sassano joins us to unpack Solana’s most controversial governance vote yet, Ethereum’s major leadership overhaul, and crypto markets wrestling with macro chaos despite promising policy shifts. Kraken makes waves with a massive $1.5B acquisition—but will it move the needle? We dive into all of this and so much more.
Follow Anthony on X: https://x.com/sassal0x
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TIMESTAMPS & RESOURCES
0:00 Intro
1:39 Anthony’s Crypto Vibe Check
5:56 Markets
https://www.cnbc.com/2025/03/19/fed-meeting-live-updates.html
12:27 Ethena and Securitize launched a new chain
https://x.com/ethena_labs/status/1901672646015856749
https://x.com/coinbase/status/1902031828912844992
28:13 Robinhood launched their prediction market with Kalshi
https://x.com/Kalshi/status/1901634303768883377
https://x.com/vladtenev/status/1901703746033426919
34:52 Solana proposal to cut inflation failed to pass
https://simd-votes.stakingfacilities.com/
https://www.helius.dev/blog/simd-228
47:07 SOL Futures on CME
https://x.com/Cointelegraph/status/1901566174598398261
https://x.com/solana/status/1901279678620749997
51:25 Eth/acc & Ethereum Leadership Change
https://x.com/matthuang/status/1902562363532046674
https://x.com/KyleSamani/status/1901769358273040806
https://x.com/ethismoneyHQ/status/1901734022646317213
https://x.com/adietrichs/status/1899607524581740576
https://x.com/megapot_io/status/1902419979196338386
1:06:07 Kraken Acquires NinjaTrader $1.5B
https://www.reuters.com/technology/kraken-acquire-ninjatrader-15-billion-deal-2025-03-20/
1:07:08 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
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This week on the AI Rollup, we’re diving into hyper-realistic AI-generated podcast hosts, showcasing Hedera Studio’s cutting-edge character tech. Google drops Gemini 2.0 Flash, making AI image generation even more powerful with improved consistency and text integration. Meanwhile, China is pushing hard—Baidu’s latest model beats GPT-4.5 at half the cost, challenging OpenAI’s dominance. Plus, Sesame open-sources its voice model, and the crypto AI market sees brutal drawdowns. Despite the turbulence, teams like Virtuals and Bittensor keep building, while Pluralis raises $7.6M to decentralize AI model training. Where does AI Crypto go from here? Let’s find out.
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TIMESTAMPS & RESOURCES
00:00 Sentiment Check and Recap
05:25 AI Podcast Hosts?
https://x.com/hedra_labs/status/1897699010632466469
08:50 Google Gemini 2.0
https://x.com/robertriachi/status/1899854394751070573
https://x.com/goodside/status/1900349595718148455?s=46
https://x.com/ilumine_ai/status/1900017235898622025
https://x.com/halimalrasihi/status/1900667639086673962?s=46
https://x.com/thatarrowsmith/status/1901203776746201556?s=46
17:55 China's New Frontier Model
https://x.com/scobleizer/status/1901089727568281975?s=46
27:21 AI Market Prices
https://www.cookie.fun/
https://www.coingecko.com/en/coins/ethereum
32:55 Market Manipulation?
https://x.com/solgojo/status/1901002388007514381
https://x.com/0thTachi/status/1902090675111207380
38:11 Pockets Of Outperformers
https://x.com/S4mmyEth/status/1902348046479786315
43:09 Virtuals Update
https://x.com/smyyguy/status/1899181446126076283?s=46
https://x.com/ethermage/status/1899494870152282511
https://x.com/virtuals_io/status/1900185918147064015
49:48 AIXBT Hacked
https://x.com/S4mmyEth/status/1902021914517758277
52:44 New AI Trading Subnet
https://x.com/thebittensorhub/status/1899810734374047799?s=46
58:54 Pluralis Announcement
https://x.com/PluralisHQ/status/1902367132597252177
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Native Rollups are the next big step toward scaling Ethereum securely. In this episode,
Uma Roy (CEO of Succinct) and Justin Drake (Ethereum Foundation researcher) break down what Native Rollups are, how they leverage Ethereum’s core infrastructure for execution and validation, and why they're crucial for stronger security, better composability, and sustainable Ethereum growth.
Tune in to understand the evolution of Ethereum’s rollup-centric roadmap and how Native Rollups could become a foundational upgrade for Ethereum's future.
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TIMESTAMPS
0:00 Intro
6:41 Why Native Rollups?
16:32 Security & Composability Benefits
38:13 ZKProofs
42:52 Making L2s Native
50:48 Network Effects
52:35 Customizability Trade-Offs
58:59 Timelines
1:02:39 ETH Economic Impacts
1:05:46 Other Advantages
1:08:17 Succinct
1:08:59 ETHProofs.org
1:11:32 Real-Time Proving
1:12:33 Ethereum’s Bottleneck
1:15:43 Closing & Disclaimers
RESOURCES
Uma Roy
https://x.com/pumatheuma
Justin Drake
https://x.com/drakefjustin
Native Rollups
https://ethresear.ch/t/native-rollups-superpowers-from-l1-execution/21517
Succinct
https://www.succinct.xyz/
L2Beat
https://l2beat.com/scaling/summary
ETHProofs
https://ethproofs.org/
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This week, the U.S. establishes its long-awaited Strategic Bitcoin Reserve yet the charts barely move and questions remain about altcoins like ADA, XRP, and SOL. A high-profile White House Digital Summit draws big names but yields few concrete regulatory wins. Meanwhile, HyperLiquid got exploited? Not quite but we'll get into that this week and so much more.
Follow Jordi on X: https://x.com/gametheorizing
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TIMESTAMPS & RESOURCES
00:00 Market Sentiment And Interpretation
https://www.cnbc.com/2025/03/12/cpi-inflation-report-february-2025.html
https://x.com/kobeissiletter/status/1899147239160693054
06:49 Crypto Markets
https://farside.co.uk/?p=1518
https://x.com/BitwiseInvest/status/1899445386038620631
https://x.com/HHorsley/status/1899612285980880907
https://x.com/milesdeutscher/status/1899062184917000214
13:44 Trump’s Impact On Crypto
https://intel.arkm.com/explorer/entity/usg
18:32 Bitcoin Strategic Reserve
https://x.com/margomartin47/status/1897802829474955415?s=46&t=BK1udaJPJxPwz6RfE-m1iw
https://x.com/davidsacks47/status/1897802280738734236
https://x.com/nic__carter/status/1897837943106289967
https://x.com/ercwl/status/1897817161428541691
31:18 White House Digital Asset Summit
https://x.com/POTUS/status/1898162648962756970
https://x.com/nicrypto/status/1898180016459944350
https://x.com/TrustlessState/status/1898200766315209050
https://x.com/RepNickBegich/status/1899494764682363136
https://x.com/jchervinsky/status/1899586234248499450?s=46&t=LIRWzlNRT68jap2P18vctA
37:49 Saylor to Buy $21B More Bitcoin
https://x.com/saylor/status/1899068491409260639
48:32 HyperLiquid Exploit?
55:44 Interpol Red Notice For… Libra Creator
58:01 Unichain’s Explosive Growth
https://x.com/nansen_ai/status/1899000536487403748
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode, we break down China's latest AI breakthrough—the Manus agent—and how it's shaking up the AI race. We discuss Alibaba's powerful, compact new AI model, the rise of autonomous coding agents, and Microsoft's shifting relationship with OpenAI. Plus, we explore how AI agents like Grok are starting to impact crypto markets.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:33 China drops Manus AI
https://x.com/thinking_panda/status/1897951585990590469
https://x.com/rowancheung/status/1898093008601395380
https://x.com/_philschmid/status/1899046957860979178
14:27 OpenAI Agent SDK
https://x.com/cryptopunk7213/status/1897406075072377093
https://x.com/AtomSilverman/status/1899511053601698073
21:05 Ex-Deepmind engineers creating autonomous coding agents
https://x.com/mishalaskin/status/1898048925157728601
https://x.com/kimmonismus/status/1899444649317527927
22:57 Build a game from scratch with AI
https://x.com/minchoi/status/1898469519565492490
https://x.com/Ror_Fly/status/1899473065328656485
https://x.com/ror_fly/status/1899803648781119765
25:55 Alibaba drops QWEN 32B
https://x.com/hosseeb/status/1897377619240468513
https://x.com/sundarpichai/status/1899779090472644881
https://x.com/hyperbolic_labs/status/1897437370552570047
30:44 Chinese company HunYuan released a new image to video
https://x.com/EHuanglu/status/1897628929768505611
32:31 The model competition is really heating up & Microsoft x OpenAI
https://x.com/cneuralnetwork/status/1898450452540465538
https://gizmodo.com/microsofts-relationship-with-openai-is-not-looking-good-2000573293
36:57 Grok earned over $100K this past week
https://x.com/mleejr/status/1898465691096727866
https://x.com/bankrbot
https://x.com/bankrbot/status/1897950192613441617
https://x.com/grok/status/1898884871742758966
https://x.com/grok/status/1898957064006774855
https://x.com/TrustlessState/status/1899565420966801647
https://dexscreener.com/base/0x5116773e18a9c7bb03ebb961b38678e45e238923
https://x.com/MLeeJr/status/1899647338978889743
https://x.com/grok/status/1899582316747391127
https://x.com/TrustlessState/status/1899585667899822520
https://x.com/bankrbot/status/1899589807350972768
https://x.com/grok/status/1898884871742758966
https://x.com/TrustlessState/status/1899566730059653431
https://x.com/rhynotic/status/1899190256727122331
56:26 Agents over the last 30 days
https://x.com/defi0xjeff/status/1898025840514101654
https://x.com/gkisokay/status/1899422660339393007
https://x.com/696_eth/status/1897446933406605599
56:58 Model Context Protocol
https://x.com/mattpocockuk/status/1897742389592440970
https://x.com/sendaifun/status/1892310991737598229
https://x.com/crossmint/status/1899492589763469802
1:05:30 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
AI isn't just growing—it's skyrocketing us into an unprecedented era of hyper-acceleration.
Josh Kale joins us to explore how breakthroughs in intelligence, from protein sequencing and synthetic biology to autonomous transportation and energy abundance, are reshaping our world at dizzying speeds.
Prepare for a future that's closer than you think, where the cost of intelligence approaches zero and possibilities become boundless.
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------ TIMESTAMPS
0:00 Intro 3:48 Exponential Human Progress 7:50 Moore’s Law vs Huang’s Law 15:17 Synthetic Biology 20:37 Economic Impact 23:17 Job Market 31:02 Self-Driving Cars 33:33 Aviation 35:43 Energy 41:10 David Deutsch 45:42 Electricity & Income 51:20 Nuclear Energy 54:46 The Unibomber 1:01:09 Defensive Accelerationism 1:03:06 Robotics 1:06:14 Closing & Disclaimers
------ RESOURCES
Josh Kale https://x.com/Josh_Kale
The Beginning of Infinity https://www.amazon.com/Beginning-Infinity-Explanations-Transform-World/dp/0143121359
Bankless Nation Discord https://www.bankless.com/discord
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining the Weekly Rollup this week is Haseeb Qureshi, dissecting Trump's controversial Crypto Strategic Reserve announcement featuring Bitcoin, Ethereum, Solana, Cardano, and Ripple—causing an initial market surge and a swift reversal. They unpack Sam Bankman-Fried's candid prison interview with Tucker Carlson, revealing a stark divide between human empathy and detached pragmatism. Plus, Trump's erratic tariff policies are rattling macro markets; is it strategic or simply chaotic? Finally, they delve into Ethereum's leadership shuffle, Base's new speed upgrade challenging Solana, and AI's profound reshaping of crypto startups and blockchain usability.
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------ TIMESTAMPS & RESOURCES 0:00 Intro
0:26 Tucker Carlson Interviews SBF https://x.com/TuckerCarlson/status/1897709140535132442
5:10 Trump announced strategic crypto reserves https://truthsocial.com/@realDonaldTrump/posts/114093946326587357 https://x.com/cz_binance/status/1896246000161001877 https://x.com/nic__carter/status/1896588091235656190 https://x.com/EleanorTerrett/status/1896966911721607536 https://imgur.com/a/Q3tPnYI https://x.com/KobeissiLetter/status/1896240960788627681 https://x.com/KobeissiLetter/status/1896305838144548884 https://x.com/KobeissiLetter/status/1896958095424729133 https://x.com/KobeissiLetter/status/1896949387856933048 https://x.com/KobeissiLetter/status/1896951231266140234
25:14 Tariffs & Macro Markets
41:20 Ethereum Foundation has new leadership! https://x.com/ethereumfndn/status/1895851576251826227 https://x.com/tkstanczak/status/1895862549578469523 https://x.com/tkstanczak/status/1896246373919453285 https://x.com/ethereumfndn/status/1895442343689363652 https://x.com/TimBeiko/status/1892593175845368316 https://x.com/dannyryan/status/1895851747865944114 https://x.com/VitalikButerin/status/1895863075527700959
52:23 Base is getting faster and faster! https://x.com/buildonbase/status/1895223243713458184?s=46 https://x.com/jessepollak/status/1895283716597166514 https://base.mirror.xyz/HwG1GQ5hoxz0OTOF_nQhNcVTk4Ae9cRIrcqVQ14N4-c
55:41 Devconnect https://x.com/BanklessHQ/status/1897321244158255567
1:00:14 AI Developments & Kaito https://x.com/Punk9277/status/1897684877098770736
1:16:12 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode, we kick off with jaw-dropping scenes of home robots that aren’t just putting groceries away, they’re taking the fight to you, echoing the dark vibes of i-Robot. Next, we unravel a crazy demo where encrypted agents develop their own language, and break down Google’s game-changing agent swarm that’s setting new research standards. We also explore Claude’s innovative new model and code that transforms complex problem-solving, plus Anthropic’s record-shattering $3.5B raise. And that’s not all, we share exclusive takeaways from ETH Denver’s AI scene, highlight AskBilly’s profit-making sports betting agent, and introduce Freysa’s digital twin game with a $250K prize. Whether you’re a tech enthusiast or just curious about tomorrow’s breakthroughs, this episode is your all-access pass to the cutting edge of innovation.
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------ TIMESTAMPS & RESOURCES 00:00:00 Humanoid Robots https://x.com/figure_robot/status/1892577871366939087?s=46 https://x.com/thehumanoidhub/status/1893014256473473272?s=46
00:04:33 Gibberlink https://x.com/ggerganov/status/1894057587441566081?s=46 https://x.com/ggerganov/status/1896592079997788300?s=46
00:09:07 Google Co-Scientist https://x.com/sundarpichai/status/1892254274895184244?s=46
00:10:27 Claude 3.7 https://x.com/AnthropicAI/status/1894092430560965029 https://x.com/AnthropicAI/status/1894095351218335927 https://x.com/ns123abc/status/1894144121784209770?s=46
00:16:00 Vibe Coding
00:24:32 The Good About ETH Denver https://x.com/cryptopunk7213/status/1895891065233711501
00:31:16 The Bad About ETH Denver
00:35:26 Expert Sports Better https://x.com/askbillybets/status/1892959166307639642?s=46 https://x.com/sportstensor/status/1895821780151124321?s=46
00:52:57 Freysa AI https://x.com/freysa_ai/status/1892392982395187666?s=46 https://x.com/freysa_ai/status/1893556530563424510?s=46 https://x.com/freysa_ai/status/1895251589197373508?s=46 https://x.com/econoar/status/1897002735352054036
01:04:42 Homework For you! https://x.com/karpathy/status/1895242932095209667
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is Trump trying to wreck the economy, or is he just ripping off the Band-Aid?
Macro expert Jim Bianco breaks down Trump's economic strategy—tariffs, tax cuts, and shifting focus from the stock market to the 10-year Treasury yield.
We discuss the potential risks of short-term pain, the surprising Crypto Strategic Reserve, and whether this shift could lead to long-term economic stability. Is this the start of a recession or a necessary correction?
Tune in for Jim’s expert take.
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------ TIMESTAMPS
0:00 Intro 5:53 What is Trump Doing? 12:07 Economic Rebalancing 17:37 Crypto Strategic Reserve 28:52 Tariffs 33:39 Trade Imbalances 38:45 Tariffs & 10 Year Yield 48:28 Recession in 2025? 55:04 Optimistic Future 1:01:22 Risk-On Sector 1:05:07 Closing & Disclaimers
------ RESOURCES
Jim Bianco https://x.com/biancoresearch
Bianco Research https://www.biancoresearch.com/visitor-home/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The AI arms race is on, and the stakes couldn’t be higher.
Bankless podcast producer Josh Kale breaks down which players are poised to dominate this next industrial revolution. From the transformative power of AI across industries to the geopolitical and economic implications, we explore the critical dynamics shaping our technological future—and what this means for investors, builders, and society at large.
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------ TIMESTAMPS
0:00 Intro 0:25 A New Life Form? 4:23 The AI Rabbithole 11:49 xAI & Grok 3 26:51 Deepseek Breakthrough 28:47 English as a Programming Language 30:19 Open Sourcing LLMs 34:13 Other Models 39:29 Meta AI 44:04 AI Bets 46:27 Elon Musk vs Sam Altman 51:59 Worldcoin 55:48 From OpenAI to AGI 1:03:01 AI Doomerism 1:10:06 Neuralink 1:15:20 AI vs Humans 1:22:08 Frontier Tech 1:24:43 Crypto’s Role 1:28:00 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us this week is Alex Thorn to break down why crypto markets are taking a hit. Major hacks, bearish macro signals, and fresh tariffs from the U.S. all played a role. But it’s not all bad news: the SEC is backing off from lawsuits against Coinbase, OpenSea, and Uniswap, signaling a potential shift in regulatory pressure. Plus, Bybit suffered the biggest crypto hack ever, losing $1.5B—how did it happen, and who’s behind it?
Follow Alex: https://x.com/intangiblecoins
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
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TIMESTAMPS & RESOURCES 00:00:00 Intro To Alex
00:01:21 Market Breakdown https://www.cnbc.com/2025/02/25/how-trumps-tariffs-on-mexico-and-canada-will-sweep-across-us-states.html
00:09:43 Treasuries vs Equities
00:22:12 The Largest Hack In History https://x.com/Bybit_Official/status/1892965292931702929 https://x.com/smyyguy/status/1893007399687958586/photo/1 https://x.com/benbybit/status/1892969284587966869 https://x.com/benbybit/status/1893102137711960486 https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/ https://x.com/StefanDGeorge/status/1894781521803858353 https://x.com/hasufl/status/1894772256179405158 https://x.com/arkham/status/1893033424224411885?s=46&t=v4MeJk18PFydz-g2BpdAVg https://x.com/Jesseeckel/status/1893047605133037905 https://x.com/mudit__gupta/status/1893290720603050121 https://x.com/Bybit_Official/status/1893687749229563958 https://x.com/benbybit/status/1893865556840775758 https://x.com/lookonchain/status/1893840256342040727 https://x.com/TimBeiko/status/1893412457567383559 https://x.com/ethena_labs/status/1892971552565805309
00:34:12 Ethereum Hard Fork Backlash
00:43:03 SEC Drops Lawsuits https://x.com/coinbase/status/1892923603814936896 https://x.com/dfinzer/status/1893086281300582772 https://x.com/Uniswap/status/1894452298698358989 https://x.com/econoar/status/1894501626209271973
00:48:32 Hester Peirce Update
00:54:46 Bullish Or Bearish?
01:04:48 A16Z’s Newest Hire https://x.com/patrickmchenry/status/1894735546213171378
01:06:30 Stablecoin Issues
01:12:31 US Treasury Updates https://x.com/Bitcoin_Laws/status/1893399549454229690 https://bitcoinlaws.io/
01:15:58 Find Alex on Twitter https://x.com/intangiblecoins
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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Tom Shaughnessy from Delphi joins us to break down the AI x crypto space—where the value is, how to spot winning models, and why Silicon Valley AI and crypto AI are taking very different approaches. We also get into agent-based research, the fracturing of frontier models, and… a birthday surprise at the end.
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
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------ TIMESTAMPS
00:00 Start 04:42 Delphi's Interest In The Space 08:20 Initial AI Crypto Use Cases 09:18 The Era's Of AI 13:41 Where Does Value Accrual Come From 20:38 How Do You Choose The Winning Model? 27:08 Silicon Valley AI Vs Crypto AI 37:12 Fracturing Of Frontier Models 41:43 What's Exciting? 46:27 Due Diligence Via Agent 49:02 When To Use What Agent 53:10 A Birthday Surprise
------ RESOURCES
Tom Shaughnessy https://x.com/Shaughnessy119
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ben Cowen, founder of Into the Cryptoverse, breaks down why the current crypto cycle feels different from past ones.
We explore the Advanced Decline Index and how it reveals why Bitcoin is thriving while most altcoins struggle. Ben also discusses the impact of quantitative tightening, the ETH/BTC ratio, and why meme coin speculation is distorting market dynamics.
A must-listen for anyone navigating crypto’s shifting landscape and seeking deeper market insights!
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
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------ TIMESTAMPS
00:00 Intro 04:37 Advance Decline Index (ADI) 08:45 Crypto Vibes & Economy 10:26 ETH & BTC Dollar Relation 15:04 Has ETH Gone Home? 20:38 FED & Memecoins 23:58 Take on SOL/BTC Ratio 28:51 Rise of Meme & Alt Coins 31:45 Where the Value Lies in the Market? 39:11 Trump’s Plans with Tenures & Dollar 44:00 Crypto's Bullish Setup vs. Market Vibes 47:35 Meme Coins vs. VC Giants 53:36 Did We Just Skip a Cycle? 59:08 Closing & Disclaimers
------ RESOURCES
Ben Cowen https://x.com/intocryptoverse
Into the Cryptoverse https://intothecryptoverse.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week’s Weekly Rollup, David and Kain Warwick dive into Argentine President Milei’s LIBRA fiasco and Strategy’s bold $2B Bitcoin play, while we check out the new Kaito airdrop making waves. We also explore Ethereum’s biggest upgrade yet—Pectra—plus Monad’s high‐speed L1 testnet launch. Finally, we dig into the SEC’s fresh “CETU” cyber unit and what the brand‐new Infinex platform means for DeFi. Tune in for all the drama and alpha happening in the third week of February! ------ 📣RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve ------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
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------ TIMESTAMPS & RESOURCES
0:00 Intro, Libra, Memecoins, & ICOs https://x.com/KobeissiLetter/status/1890611964994363769 https://dexscreener.com/solana/bzzmnvfm7t6zsgfelxzermrxfkanldo4fszvsisxcszz https://x.com/bubblemaps/status/1890531084221182326 https://x.com/JMilei/status/1890606683291779195 https://x.com/KelsierVentures/status/1890914579493863532 https://x.com/MemeCoin_Track/status/1892324967196569675 https://x.com/JupiterExchange/status/1891181433588470052 https://x.com/hellochow/status/1891341548115149190 https://x.com/stoolpresidente/status/1891285564713836830 https://x.com/KobeissiLetter/status/1890611982320971992 https://www.bloomberg.com/news/articles/2025-02-18/argentina-scandal-fuels-selloff-on-favorite-memecoin-platform https://x.com/RunnerXBT/status/1891400277535703389 https://polymarket.com/event/milei-out-as-president-of-argentina-in-2025?tid=1740070784399
29:59 Markets https://www.strategy.com/press/strategy-announces-proposed-private-offering-of-2b-of-convertible-senior-notes_02-18-2025
38:51 Kaito Airdrop https://yaps.kaito.ai/ https://x.com/KaitoAI/status/1890379872280682548 https://www.coingecko.com/en/coins/kaito https://x.com/divine_economy/status/1892597817434145113 https://x.com/smyyguy/status/1892585101873033380
53:16 Ethereum’s Pectra Upgrade https://x.com/sassal0x/status/1890534315148132521
1:00:21 Monad launched a public testnet https://x.com/monad_xyz/status/1892227817149997212
1:00:47 SEC Launches New Cyber Unit ‘CETU’ Aims to Protect From Bad Actors https://www.sec.gov/newsroom/press-releases/2025-42
1:06:52 Infinex https://x.com/infinex_app/status/1887028112099283198
1:11:29 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz and David are back this week with a new frontier model to dissect. With the release of Grok 3, xAI is now a real competitor to companies like Anthropic and OpenAI. Joining this news cycle is Kaito, set to launch it's airdrop and it turns out Ejaaz is... a top yapper? Meanwhile, David tried to get a date with an AI agent and a Kardashian is quote tweeting Virtuals, it's been a weird week.
------ 📣 RESERVE | INVEST IN CRYPTO NARRATIVES https://bankless.cc/reserve
------ BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
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------ TIMESTAMPS & RESOURCES
00:00 Intro & Temp Check
04:10 Grok 3 Release https://x.ai/blog/grok-3
12:25 Nous Research https://x.com/NousResearch/status/1890148000204485088
20:17 Date Abby http://dateabby.com
23:22 Replit and Agent On Agent Coding
27:59 Kaito Explained https://x.com/0x_ultra/status/1891353010934358456?s=46
36:47 Kaito Airdrop
41:18 Tracy And Sports Betting AI https://x.com/HeyTracyAI https://x.com/khloekardashian/status/1891552900070908130
45:13 BillyBets https://docs.billybets.ai/ https://x.com/VaderResearch/status/1891699035742011673
50:48 BIttensor Upgrade https://x.com/Old_Samster/status/1890071216645603802
56:03 AI16Z https://x.com/ai16zdao/status/1890473840314315158
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
SEC Commissioner Hester Peirce discusses her new role as head of the SEC Crypto Task Force and its impact on crypto regulation. We explore the repeal of SAB 121, how the task force aims to bring clarity to token issuances, and potential pathways for retroactive relief for crypto projects. Peirce also shares insights on SEC-CFTC collaboration, no-action letters, and her approach to prioritizing key industry issues. A must-listen for understanding the future of crypto regulation and policy shifts at the SEC!
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🦋MORPHO | CRYPTO-BACKED LOANS https://bankless.cc/Morpho
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------ TIMESTAMPS
00:00 Intro 04:21 Post-Election Thoughts 05:09 Crypto Task Force & SAB 121 11:00 Hester's Statement on SEC Site 12:41 Issuing Tokens & SEC 14:58 No-Action Letters 18:30 Communication with SEC 22:00 Task Force & Companies 23:55 SEC & CFTC Relations 26:42 Token as a Security? 32:00 KYC, Securities & Open Networks 36:23 Investment Barriers & Accreditation 38:32 Paul Akin’s Retirement Effects 40:30 Matt Levine’s "Dumb Investment" 42:52 SEC & Memecoins 45:03 Airdropped Coins 47:33 Miscellaneous Issues 48:46 SEC & ETFs 49:23 Prioritizing Work 50:17 Future SEC Plans 53:15 Closing & Disclaimers
------ RESOURCES
Hester Peirce https://www.sec.gov/about/sec-commissioners/hester-m-peirce https://x.com/HesterPeirce
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week’s Weekly Rollup covers Trump’s clash with the Fed over interest rates and the surprising crypto moves from Trump Media. Gauntlet’s Tarun Chitra joins us to unpack the latest developments—from OpenSea’s upcoming airdrop to Arbitrum’s permissionless fault proofs—while we debate whether airdrops are truly over. We also dig into Vitalik’s “communist” joke and Dave Portnoy’s memecoin mania. Tune in for all the drama and alpha happening in the second week of February!
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
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------ TIMESTAMPS & RESOURCES
00:00:00 Start
00:03:33 Trump vs The Fed
http://cnbc.com/2025/02/12/hopes-for-more-fed-rate-cuts-dim-as-powell-notes-hot-cpi-means-were-not-quite-there-yet.html
http://x.com/bennyjohnson/status/1889681567779283447
00:06:25 Tarun Market Takes
00:10:18 ETH Staking ETF
http://x.com/WatcherGuru/status/1889803399320969603
http://x.com/RasterlyRock/status/1889856397032235226
00:15:26 Robinhood Enters The Chat
http://x.com/Tyler_Did_It/status/1889833087258992937
http://x.com/bridge__harris/status/1889904770485461389
http://x.com/0xjaypeg/status/1889805008318906689
00:27:13 Brian Quintenz Nominated to Lead CFTC
http://warpcast.com/brianquintenz/0xbd4cc8ef
http://x.com/TrustlessState/status/1889736851474333932
00:30:08 Is The Airdrop Meta Over?
http://x.com/ffvv1211/status/1889333575348355152?s=46
00:34:21 MegaETH Exploring Alternatives
http://x.com/megaeth_labs/status/1889733671420330150
http://x.com/barnaclebarny/status/1889936153509503193
00:40:38 OpenSea SEA Airdrop
http://x.com/openseafdn/status/1890041091577057522
http://x.com/dfinzer/status/1890039791808376874
00:46:17 Ethereum Shenanigans
http://x.com/VitalikButerin/status/1889771554512200166
http://x.com/ameensol/status/1889774627796427235
http://x.com/TrustlessState/status/1889900532770414985
http://x.com/laurashin/status/1890044244750135695
http://x.com/ethereumfndn/status/1889978208986280031
00:52:51 Arbitrum Launched BOLD
http://x.com/ArbitrumDevs/status/1889709836226416805
http://l2beat.com/scaling/projects/arbitrum
00:55:19 JailStool
http://x.com/stoolpresidente/status/1887963615161905566
http://x.com/stoolpresidente/status/1887936281058947391
http://x.com/stoolpresidente/status/1887960660820042168
http://x.com/stoolpresidente/status/1889032422768918834
http://x.com/stoolpresidente/status/1888332104016015781
http://x.com/stoolpresidente/status/1888337834605420917
http://x.com/trustyournuts/status/1888336912844255436
http://x.com/CryptoKaleo/status/1888420272182604043
http://x.com/stoolpresidente/status/1888598919354941897
http://dexscreener.com/solana/etcwbb9ft7yyagpkvz6ag1qzwpjxs79tg2r7tszyup72
01:04:01 Where To Find Tarun
https://x.com/tarunchitra
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz and David reunite to dissect the AI Crypto sector’s rebound from a 70% crash, fueled by Elon’s rumored $97B OpenAI bid and the relentless rise of open-source devs being heads down. They explore how tokens might be the most accessible path to AI exposure, why ARC’s curated launchpad could elevate agent quality, and what Virtuals’ move onto Solana means for cross-chain expansion. Meanwhile, X (Twitter) embraces a new wave of AI agents, and AI16z reorganizes to stay competitive. Is this the turning point for AI and crypto—or just another plateau? Tune in to find out, anon.
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
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------ TIMESTAMPS & RESOURCES
0:00 Intro
1:17 Crypto x AI Exposure Strategy
10:56 Elon’s $97B OpenAI Bid
13:14 Crypto x AI Mindshare & Markets https://www.cookie.fun/ https://x.com/S4mmyEth/status/1889675738099376149 https://x.com/dv_memetics/status/1888956005515477372 https://x.com/0xelonmoney/status/1889743777088360909
22:48 Andrej Karpathy https://x.com/karpathy https://x.com/hyperbolic_labs/status/1887229114769359013
22:58 Replit comes out with a mobile app https://x.com/Replit/status/1887159041455169683 https://x.com/karpathy/status/1886192184808149383
33:12 X (Twitter) is getting involved in agents https://x.com/ethermage/status/1887526320487473326
37:24 ARC reveals their new launchpad & agent launch https://x.com/cryptopunk7213/status/1889768219873099902 https://x.com/askjimmy_ai/status/1889736290696045017 https://x.com/0thTachi/status/1887620290727059731
51:17 Virtuals are live on Solana! https://x.com/virtuals_io/status/1889365020393496910 https://x.com/gkisokay/status/1889721779146596503 https://x.com/virtuals_io/status/1887508625268367843 https://x.com/gkisokay/status/1889331963917729993
59:03 AIXBT holders can now connect X account = richer agent interactions https://x.com/aixbt_terminal/status/1887355817957204434
1:02:46 Ai16z (ElizaOS): a brutally raw take https://x.com/CryptoStreamHub/status/1887435927309721992
1:07:57 What Ejaaz focused on this upcoming week
1:08:59 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode, we speak with Smokey the Bera, co-founder of Berachain, about the project’s newly launched mainnet and its innovative Proof of Liquidity model. The discussion unpacks Berachain’s unique three-way relationship between its app layer, validators, and a nontransferable governance token that reimagines traditional proof of stake systems. Smokey explores both the potential benefits and the challenges of this economic experiment as it seeks to reshape blockchain economics. We also spotlight our sponsor Morpho, whose cutting-edge integration of DeFi with traditional finance is driving new opportunities in the market.
------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho
------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
------ TIMESTAMPS 00:00 Start 05:10 How Did Bera Come To Be? 09:43 Starting With Community 12:09 The Memetic Roadmap 14:43 Proof Of Liquidity 20:41 The Triangle Based Loop 33:26 Liquidity Provisioning 35:21 Discovering Equilibrium 38:28 How To Grow Market Share 43:53 Bera and Monad 47:13 Addressing Criticism 53:51 2025 Roadmap
------ RESOURCES
Smokey - https://x.com/smokeythebera
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Hayden Adams, creator of Uniswap, introduces UniChain, a new Layer 2 solution designed to enhance DeFi scalability and efficiency.
We explore UniChain’s innovations, including its decentralized sequencing mechanism, one-second block times, and seamless interoperability with Ethereum and the Optimism Superchain. Adams also discusses Uniswap v4’s impact on gas efficiency and how UniChain aims to reduce MEV extraction, benefiting users and liquidity providers.
A must-listen for anyone interested in the future of DeFi scalability and cross-chain integration!
------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho
------ BANKLESS SPONSOR TOOLS:
🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain
🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/31
------ TIMESTAMPS
0:00 Intro 5:38 Unichain’s Significance 11:43 Uniswap V4 & Unichain 18:56 Unichain's Interoperability 25:46 How Interoperability Works 31:21 Tech Behind Interop 46:33 Mempools, MEVs & Unichain 49:16 When Will Blocks Hit 250ms? 50:25 Unichain's Validation & Fees 56:02 Unichain Rollout 58:51 Unichain Developer Ecosystem 1:05:53 Hooks & Uniswap V4 1:12:29 Closing & Disclaimers
------ RESOURCES
Hayden Adams https://x.com/haydenzadams
Unichain https://unichain.org/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden.
She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond.
Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.
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------ BANKLESS SPONSOR TOOLS:
🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 4:03 Trump’s Policies 15:52 Dollar Strength 24:11 Plaza Accord 2.0 29:59 Inflation 33:25 Tariffs 37:50 Interest Rates 47:32 Monetary Policy 56:06 Impact on Stocks & Crypto 59:33 Bitcoin as a Reserve Asset 1:06:32 Energy Policy 1:07:58 Closing Thoughts
------ RESOURCES
Lyn Alden https://x.com/LynAldenContact
Lyn Alden Newsletter https://www.lynalden.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.
Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito
------ 📣 MORPHO | GO-TO LENDING INFRASTRUCTURE https://bankless.cc/Morpho
------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/29?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES 00:00:00 Start
00:03:57 Why We Dumped, Again https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/ https://x.com/benbybit/status/1886393172152156604 https://x.com/KobeissiLetter/status/1886373316249649437
00:15:33 L2 Updates https://x.com/ak47ink/status/1882228296626458970 https://blog.kraken.com/product/staking/new-us-staking
00:18:06 Microstrategy Rebrands to ‘Strategy’ https://www.bankless.com/read/microstrategy-rebrands-to-strategy https://x.com/saylor/status/1887229546199462309
00:19:28 The $20 Billion Dollar Bid https://x.com/MikeIppolito_/status/1887274787677913457 https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR https://x.com/SemlerEric/status/1886764609924948349
00:26:31 US Lawmakers Plan For Digital Assets https://x.com/BanklessHQ/status/1886876049113588156
00:28:06 New Stablecoin Bill https://x.com/SenLummis/status/1886887005113790866
00:35:07 SEC Creates Crypto Task Force https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425 https://x.com/HesterPeirce/status/1886864054477815861 https://x.com/AlexanderGrieve/status/1886869439293067404 https://x.com/EricBalchunas/status/1886910308762980788 https://www.sec.gov/newsroom/press-releases/2025-36 https://x.com/NateGeraci/status/1886870066924245297
00:42:42 Uniswap V4 Is Live! https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19 https://x.com/TrustlessState/status/1885349829091459354 https://x.com/angstromxyz/status/1885011791761068427 https://x.com/flaunchgg/status/1878879274566107323 https://x.com/whetstonedotcc
00:49:41 Berachain Token Launch https://x.com/berachain/status/1887178672995537236 https://www.coingecko.com/en/coins/berachain
00:57:51 ETH To Increase Gas Limit https://x.com/data_always/status/1886573645687935463?s=46 https://x.com/VitalikButerin/status/1886579901039337759
01:01:38 Loss Of Ultra Sound https://ultrasound.money/ https://x.com/drakefjustin/status/1887108667675124174
01:08:02 Thanks To Mike
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon). ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/28
------ TIMESTAMPS & RESOURCES
0:00 Intro
0:41 AI Crypto Mindshare https://www.cookie.fun https://x.com/S4mmyEth/status/1886429346488791099 https://x.com/DV_Memetics/status/1886452402154316257 https://x.com/0xnairolf/status/1886756102928269748
15:13 Fair-Launch Tokens Good or Bad? https://x.com/shawmakesmagic/status/1886829695343161494
25:30 Virtuals Nation Fiscal Policy https://x.com/virtuals_io/status/1884938359573000665 https://x.com/vaderresearch/status/1885311150277222641
35:10 Coinbase Hackathon https://x.com/CoinbaseDev/status/1886468701689631006
42:54 OpenAI’s Deep Research Agent https://x.com/sama/status/1886220046864671067 https://x.com/Felipe_Millon/status/1886205433469178191
50:52 Freysa https://x.com/chappieonchain/status/1886427494632276127 https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900 59:32 EigenLayer Verifiable Agents https://x.com/eigenlayer/status/1886880694019788973
1:04:18 Voice-Enabled Agents Next Meta? https://x.com/cryptopunk7213/status/1885692491095036019 https://x.com/soulgra_ph/status/1884748450534993924 https://x.com/bcsmithx/status/1884751516399206455 https://x.com/agenttanklive/status/1885032386121138325 https://x.com/limitusintel/status/1886466941268975811
1:11:22 Reflection of 10 Weeks of AI Rollup
1:12:37 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27 ------ TIMESTAMPS
0:00 Intro 2:40 Trump Tariffs & Bitcoin Connection 4:09 Fiscal Deficit Benefits 7:28 Plaza Accord 1.0 & 2.0 14:12 Tariffs Now vs. 8 Years Ago 16:55 What Happens Next? 19:36 Lowering 10-Year Rate 22:10 Fiscal Dominance Policy Control 23:28 The Triffin Dilemma 29:01 Bitcoin’s Impact 32:16 Trump Advocation of Bitcoin 35:10 Crypto & Real Estate 37:06 Eric Trump’s ETH Tweet 39:22 10-Year Yield Rate Lowering Invetitabilty 42:07 Bitcoin & Other Crypto Risk Assets 47:17 Bitwise’s Dogecoin ETF 50:05 Closing & Disclaimers
------ RESOURCES
Jeff Park https://x.com/dgt10011
Jeff Park’s Thread https://x.com/dgt10011/status/1886125163642552606
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem.
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🪙 FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
00:00:00 Intro 00:03:53 Opinion on Pengu token and its competitor 00:08:03 Reformatting the idea of a memecoin 00:12:32 Pudgy Penguins aren't just memes 00:16:09 Solana competitor vs Pengu 00:20:03 Impact of 30 Billion views on the GIFs on the brand 00:22:56 How does the GIFs system work? 00:25:27 GIFs working principle 00:27:13 Big brands doing SEO on GIFs 00:28:38 Non-crypto people using Pudgy GIFs 00:31:59 Physical Products of Pudgy Penguins 00:36:50 Other components of expanding the brand 00:38:56 How big is the conglomerate? 00:39:26 Choosing Solana L1 over L2 00:45:27 Where does Base stand in the algorithm? 00:51:26 Some thoughts on Ethereum's current state 00:55:32 Abstract Chains 01:02:58 Pudgy Penguins' relation with Abstract Chains 01:04:18 Closing & Disclaimers
------ RESOURCES
Luca Netz https://x.com/LucaNetz
Pudgy Penguins https://pudgypenguins.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us this week is Haseeb Qureshi who is here to help walk us through this week’s Weekly Rollup. We cover the major shift in the U.S. government’s stance on crypto, as Trump signs an executive order that establishes a national digital asset stockpile working group and bans CBDCs. The SEC also revokes SAB121, clearing the way for banks to custody crypto. Meanwhile, Venice AI’s token launch made waves, and Abstract Chain went live with a focus on creators and streamers. In markets, Nvidia’s $600B plunge rattled investors, and the Czech National Bank considers adding Bitcoin to its reserves. Plus, Gary Gensler lands a new job—back at MIT.
------ 💸 CRYPTO TAX CALCULATOR | CODE: BANKLESS15 https://bankless.cc/CryptoTaxCalculator
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🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/26?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES 00:00:00 Start
00:02:10 NVDA and Deepseek Selloff https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html
00:08:26 Why It Sold Off https://x.com/DavidSacks/status/1883935713877782884
00:10:56 Markets 00:12:28 Why is The Vibe So Off? https://x.com/intocryptoverse/status/1884408180014186958?s=46
00:16:53 Bitwise Files For Doge ETF https://x.com/EricBalchunas/status/1884349554256142735
00:21:01 Powell On Cutting Rates https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html https://x.com/WatcherGuru/status/1884699251860553789
00:24:30 US Strategic Crypto Reserve? https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/ https://x.com/Geiger_Capital/status/1882534611693211932
00:29:21 Czech And Norway Invest In BTC https://x.com/DavidFBailey/status/1884491705841508708 https://x.com/BitcoinMagazine/status/1884901420677386243
00:33:28 SAB121 Repeal https://x.com/hesterpeirce/status/1882562977985114185?s=46 https://x.com/saylor/status/1882565582870270241?s=46
00:37:02 New Treasury Secretary https://x.com/USTreasury/status/1884377788263633262
00:38:48 Gary Returns To MIT https://mitsloan.mit.edu/press/former-sec-chair-gary-gensler-named-professor-practice-mit-sloan-school-management
00:44:01 Venice AI Token Launch https://x.com/AskVenice/status/1883925135825990091 https://x.com/ErikVoorhees/status/1883992467151663415 https://x.com/CoinbaseAssets/status/1884041161708356000 https://x.com/TrustlessState/status/1884320943008538781
00:49:08 Abstract Chain Mainnet Launch https://x.com/AbstractChain/status/1883939915169423777 https://x.com/pudgypenguins/status/1884708668366545143
00:50:33 Symbiotic https://x.com/symbioticfi/status/1884266642416492713
00:52:48 TRUMP Token, Good And Bad https://x.com/hosseeb/status/1883466906080088478?s=46 https://x.com/Jesseeckel/status/1884615422521020626
00:58:02 TRUMP Is A Celeb Coin https://www.bloomberg.com/news/articles/2025-01-28/trump-s-memecoin-can-now-be-used-to-buy-watches-and-sneakers
01:03:45 Haseeb’s Podcast And Parting Advice ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.
On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.
------ 💸 CRYPTO TAX CALCULATOR | BANKLESS15 https://bankless.cc/CryptoTaxCalculator
------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/25
------ TIMESTAMPS & RESOURCES
0:00 China & DeepSeek
12:43 Why Markets Rattled https://en.wikipedia.org/wiki/Jevons_paradox
24:32 OpenAI & Perplexity Agent Products https://x.com/OpenAI/status/1882509286439637448 https://x.com/perplexity_ai/status/1882466239123255686 https://x.com/sama/status/1884066337103962416
34:12 AI Agent Chain Wars
39:42 Virtuals is expanding to SOLANA! https://x.com/virtuals_io/status/1883107553183162507 https://x.com/state_of_mika/status/1883107601183048078 https://x.com/vaderresearch/status/1883597990830731678 https://www.lookonchain.com/articles/1035
53:01 AIXBT is becoming a product https://x.com/aixbt_terminal/status/1882755705586982969
56:01 VeniceAI launches a token that pays for your agent’s expenses https://x.com/askvenice/status/1883925135825990091 https://x.com/iampaulgrewal/status/1884051994324947001
1:03:13 Griffain now has a Shopify integration for their agents https://x.com/griffaindotcom/status/1883230795764322328
1:05:22 ARC partnered with Solana https://x.com/arcdotfun/status/1884325639047819476
1:06:36 Ai16z $10M x Jupiter Fund & Rebrand? https://x.com/shawmakesmagic/status/1883124194013319340 https://x.com/shawmakesmagic/status/1884376511391674742
1:08:45 What is Ejaaz paying attention to?
1:10:02 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.
- Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
- Jeff on X: https://x.com/doodlestein
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/23?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS 00:00 Start 05:20 Intro To Jeff 07:27 The Issue With DeepSeek 16:00 Inference Compute Explained 24:51 Nvidia's Competition 29:14 DeepSeek's Impact On Valuations 36:46 Criticism Around Jeff's Thesis 44:17 DeepSeek's 45x Upgrade 51:30 The Transformer Explained 01:03:15 Why Is Everyone Shocked? 01:12:07 Synthetic Data 01:21:30 Why Jeff's Article Went Viral
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.
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🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
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------ TIMESTAMPS
00:00:00 Intro 00:09:10 Is superagency a superpower? 00:11:09 How to identify a humanoid AI agent? 00:13:28 Which people will get this AI superpower? 00:17:22 Propagation of AI 00:18:47 AI religions 00:24:31 Zoomers are e/acc? 00:25:56 Thoughts on Gloomers 00:29:09 Mainframe computers' relation with today's AI 00:37:03 Negative and positive impacts of AI 00:50:28 Benefits of AI to the average citizen 00:52:58 What if AI misuses/sells our data? 00:59:31 How AI will deliver value worth millions 01:02:17 Why innovation is safety 01:05:59 AI choices shaping our freedom? 01:10:07 America’s approach towards AI 01:12:27 Is AI overhyped? 01:14:05 Closing & Disclaimers
------ RESOURCES
Reid Hoffman https://x.com/reidhoffman
Blitzscaling https://www.blitzscaling.com/
Super Agency https://www.superagency.ai/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts!
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------ TIMESTAMPS & RESOURCES
00:00:00 Intro
00:02:30 Markets https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B
00:06:08 ETF Flows https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d
00:11:19 Trump Memecoin https://x.com/realdonaldtrump/status/1880446012168249386
00:14:10 Melania Token https://x.com/MELANIATRUMP/status/1881087523847593995
00:20:53 World Liberty Financial Bids https://x.com/worldlibertyfi/status/1881457386671464804
00:26:06 Ross Ulbricht Freed https://x.com/WatcherGuru/status/1881932492170760674
00:31:08 Politics and Agencies https://x.com/DegenerateNews/status/1881760858508062898 https://www.sec.gov/newsroom/speeches-statements/departure-gensler-012025
00:35:53 Brian Armstrong Expectations https://x.com/AltcoinDailyio/status/1880348843772113061
00:40:15 Trump Effect Kicking In https://x.com/BitcoinMagazine/status/1880299698038493400 https://x.com/Cointelegraph/status/1881688751602286740
00:47:35 What’s Going On In The EF? https://x.com/vitalikbuterin/status/1880635379771904423 https://x.com/VitalikButerin/status/1880723497393201460
00:56:19 EF Leadership Drama https://x.com/dannyryan/status/1879705279761178690 https://x.com/VitalikButerin/status/1881680518934384676
01:06:37 SEC Charges Digital Currency Group https://x.com/tier10k/status/1880299710495486365
01:07:25 Circle Introduces USDC Paymaster https://x.com/circle/status/1882428077537386502
01:07:41 Phantom Raised $150M Series C https://x.com/phantom/status/1880018917068009527
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz is back with David to unpack the whirlwind effects of President Trump’s $70B memecoin launch, which slammed 400K fresh users onto Solana and shattered revenue records in under 30 hours. Meanwhile, a $500B federal boost to AI—backed by OpenAI and SoftBank—has everyone on edge about how crypto’s AI agent economy might ride this newfound momentum.
On the protocol front, Arc’s Rake framework and AI16z’s curated Eliza ecosystem are both stepping up, incubating projects like SoulGraph and Listen that promise a more user-friendly DeFAI future. Virtuals keeps shipping at breakneck speed too, testing new multi-chain waters, instituting a bold buyback, and hinting at metaverse collabs that could reshape gaming for good.
From automated DeFi positions and trading dashboards to fully autonomous NPCs that commentate (and maybe soon play) your favorite games, the lines between AI and crypto are getting blurrier—and more exciting—by the day. Buckle up as the AI agent revolution continues to redefine what “on-chain” can really mean. Ready for the ride?
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----- TIMESTAMPS & RESOURCES
0:00 Intro
0:50 Trump’s Memecoin & $MELANIA https://x.com/cryptopunk7213/status/1880974772990832780 https://x.com/DiamondHandsDig/status/1880979832445780107
13:52 The Stargate Project…$500B AI U.S. Investment & OpenAI Agents https://x.com/OpenAI/status/1881830103858172059 https://www.axios.com/2025/01/21/openai-davos-kevin-weil-ai-agents
23:09 Virtuals goes multi-framework https://x.com/virtuals_io/status/1881340149503857151 https://x.com/NickDGarcia/status/1880275667809374597
30:54 Indie.fun https://x.com/indiedotfun/status/1879518209293918434
36:16 First AI Agent DOTA2 Stream https://x.com/ethermage/status/1879900384019517522
38:39 Agent tank demo of agent performing TA on a chart https://x.com/AgentTankLive/status/1881786054593925159
42:22 Ai16z demo day https://x.com/0xwitchy/status/1880244340561441238
46:44 ARC announces initial agent projects launching on its framework RIG, soulgraph https://x.com/LiquidLizard_/status/1880068692261675228
1:00:20 AI Agent Playground Grows https://x.com/nifty_island/status/1880258049149128749
1:03:19 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack all the craziness that's gone down this week around the inauguration. Alex had the opportunity to attend the Crypto Ball and spend the weekend in DC so he gives us the inside scoop among all the other exciting developments.
Alex on X - https://x.com/intangiblecoins
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----- TIMESTAMPS
00:00 Inaugration Recap 04:23 Ross Ulbricht Is Free 20:42 TRUMP Token Launch 37:27 The Crypto Ball 44:00 Pro Crypto SEC 50:05 Tornado Cash Updates
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode of Bankless, Samara Cohen, BlackRock's Chief Investment Officer of ETFs and Index Investments, discusses how ETFs and blockchain are revolutionizing finance. We explore Bitcoin and Ether ETFs as bridges between crypto and TradFi, blockchain's role in market modernization, and how ETFs enhance transparency and diversification. Cohen also shares insights on upcoming regulations and the importance of education in driving crypto adoption.
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------ TIMESTAMPS
00:00:00 Intro 00:06:59 Role of Market Modernizer 00:09:12 Blockchains and ETFs Future 00:12:54 "Blackrock" Blockchain? 00:16:09 ETF Progress Check 00:19:22 Bitcoin & Ether ETFs Updates 00:24:08 Blackrock on Cryptos/ETPs 00:27:47 Blackrock's Research Audience 00:29:26 2025 ETF Predictions 00:33:21 Blackrock's Effect on Options 00:36:06 Options Unlock Opportunities 00:40:28 "Price is Best Marketing" 00:42:42 Upgrading ETF Protocols 00:44:49 Blackrock’s Other ETFs Plan 00:54:11 New Administration Impact 00:58:11 Blackrock's 2025 Outlook 01:00:30 Digital Assets & ETF Teams 01:03:33 Samara's Next Guest 01:05:55 Samara on 2025 Excitement 01:09:02 Closing & Disclaimers
------ RESOURCES
Samara Cohen https://www.linkedin.com/in/samara-epstein-cohen-9a661b76/
Black Rock Research Paper https://www.blackrock.com/institutions/en-us/strategies/diversified-strategies
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week’s episode dives into the evolving landscape of crypto as we approach a new administration. We discuss Donald Trump’s upcoming presidency and what it could mean for markets, analyze the recent market turmoil despite positive economic indicators, and break down the SEC’s case against Elon Musk. We also explore Sony’s controversial L2 launch and Tether’s move to El Salvador. Finally, some an exciting new privacy tool teams up with Coinbase.
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🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin
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------ TIMESTAMPS & RESOURCES
00:00:00 Start
00:02:34 Markets https://macromostly.substack.com/p/bls-jobs-report-recap-december-95c https://business.bofa.com/en-us/content/market-strategies-insights/weekly-market-recap-report.html https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html
00:11:45 Strong Jobs Report https://imgur.com/MxHgOOe
00:18:28 SEC Sues Elon Musk https://x.com/WatcherGuru/status/1879305674594865284 https://x.com/elonmusk/status/1879322286291054653 https://x.com/GOPMajorityWhip/status/1879319142303498579 https://decrypt.co/301226/sec-appeals-ripple-ruling-seeks-reversal-on-xrp-classification
00:29:26 3 Days Until Trump Takes Office https://x.com/Polymarket/status/1879957585748734158 https://blockworks.co/news/trump-assembles-2025-cabinet https://x.com/QuintenFrancois/status/1879093846493012042
00:36:24 What If Kamala Won? https://x.com/BillHughesDC/status/1877740571831193697 https://x.com/katiebiber/status/1877783826442723365
00:41:59 Sony Launches ETH L2 https://soneium.org/en/blog/soneium-mainnet-is-live https://x.com/a1lon9/status/1879038646231429332 https://x.com/0xKawz/status/1879032105767928026 https://x.com/donnoh_eth/status/1879210463952818472? t=jlmQ8W1KoPgZSEzfP9oq4g&s=19 https://x.com/0xbreadguy/status/1879176334372401191?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/VitalikButerin/status/1879560670150017068
00:51:30 Coinbase uses Morpho for Bitcoin Loans https://x.com/coinbase/status/1879902780564951530 https://www.coinbase.com/blog/now-get-a-USDC-loan-without-selling-your-bitcoin
00:53:58 Aevo Moves To EigenDA https://x.com/aevoxyz/status/1879728286093479947
00:56:22 Veil.Cash Uses Coinbase https://x.com/Veildotcash/status/1877827571926053220
01:03:05 An Update From RSA https://blockworks.co/news/berachain-pre-launch-liquidity https://tether.io/news/tether-licensed-in-el-salvador-strengthening-focus-on-emerging-markets-and-innovation/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz is back with David to dissect the accelerating rise of AI agents at crypto’s cutting edge. They uncover how Arc’s multi-chain approach and Ai16z’s Eliza framework are igniting a fresh wave of DeFAI innovation—everything from clever Twitter agents to more autonomous protocols.
They dive into Virtuals’ relentless shipping, which is driving record on-chain fees and fueling a bold $40M buyback, while exploring why upcoming gaming collaborations may unlock AI’s next breakout moment. New players like Ava and Pippin also take center stage, proving both the promise and FUD-fueled volatility of this fast-growing sector.
Whether it’s DeFi revamps, multi-chain expansions, or full-blown AI-driven games, this episode outlines the major trends shaping crypto and AI’s convergent future. Ready for the ride?
Further DAO Drama Conext https://x.com/TrustlessState/status/1878538551668736415 ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
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------ TIMESTAMPS & RESOURCES
0:00 Intro 0:22 Last Week’s DAO Drama 9:14 Last 7 Days of AI Action & Themes https://cookie.fun/ 13:36 AI Mindshare DeFAI https://x.com/0xNairolf/status/1878692478230118835 19:00 Franklin Templeton AI Agent Report https://x.com/s4mmyeth/status/1879256605386019262 23:33 Arc Announcements & Why Arc? https://x.com/arcdotfun/status/1879189754685636997 https://x.com/arcdotfun/status/1878848384821256329 https://x.com/0thTachi/status/1878921893236875296 https://x.com/arcdotfun/status/1879213739234463883 32:08 Ai16z: sink or swim? https://x.com/linfluence/status/1878827828600283622 https://x.com/shawmakesmagic/status/1879030956985819248 https://x.com/cryptopunk7213/status/1879258434685554951 https://x.com/ai16znews/status/1879059702996402353 https://x.com/0xCygaar/status/1874575841763770492 46:22 aixbt & Virtuals Announcements https://x.com/punk3600/status/1879316988381569159 https://x.com/Zeneca/status/1879331488166207517 https://x.com/S4mmyEth/status/1877051696037142678 https://x.com/virtuals_io/status/1879474995333939356 https://x.com/midoji7/status/1879484571273581032 https://x.com/ethermage/status/1876306411896144195 1:00:25 $Ava & Pippin https://x.com/Pankekkeku/status/1878362793281261861 https://x.com/tong0x/status/1878973798814503272 https://x.com/lordofafew/status/1879013041892933648 https://x.com/dv_memetics/status/1879027812285469101 1:03:24 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Quantum computing is advancing rapidly, raising significant questions for cryptography and blockchain. In this episode, Scott Aaronson, quantum computing expert, and Justin Drake, cryptography researcher at the Ethereum Foundation, join us to explore the impact of quantum advancements on Bitcoin, Ethereum, and the future of crypto security. Are your coins safe? How soon do we need post-quantum cryptography? Tune in as we navigate this complex, fascinating frontier.
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------ TIMESTAMPS
0:00 Intro 6:50 Google Willow Chip 11:58 How is Quantum Computing Accelerating? 19:27 Quantum vs Classical Computers 40:18 Why are Quantum Computers so weird? 46:18 Quantum Computing & Cryptography 52:53 What will Break Cryptography 54:45 Time Horizons 1:03:14 Accounts Getting Hacked 1:13:23 The Bitcoin Case 1:24:10 Quantum Money 1:29:44 The Ethereum Case 1:35:00 Closing Thoughts 1:36:24 Debrief with Justin Drake
------ RESOURCES
Scott Aaronson https://www.scottaaronson.com/
Justin Drake https://x.com/drakefjustin
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan and David return for another Weekly Rollup, tackling the question everyone’s asking in 2025: is the crypto bull market already over, or do we still have more to go? Fresh FDIC emails prove Choke Point 2.0 was no conspiracy, with yet another key antagonist stepping down. Meanwhile, AI agents dominate headlines and reimagine DeFi UX, and Meta’s abrupt pivot to free speech has everyone buzzing. Finally, the U.S. greenlights a $6.5B Silk Road Bitcoin sale—can Trump step in to save America’s strategic BTC stash? Buckle up; 2025 isn’t slowing down. You ready anon?
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------ TIMESTAMPS & RESOURCES
0:00 California Wildfires https://x.com/white_lenka/status/1876973806817775719 https://x.com/babybeginner/status/1876872061265523155/video/1 https://x.com/ashkan/status/1876970164807164042/photo/1https://x.com mamboitaliano__/status/1876923670540501349/video/1 https://x.com/0xngmi/status/1877229902065283198
6:10 MARKETS https://x.com/saylor/status/1876253178100117907
7:13 Meanwhile, US court greenlighted sale of $6.5B of Silk Road Bitcoin https://storage.courtlistener.com/recap/gov.uscourts.cand.368440/gov.uscourts.cand.368440.17 https://decrypt.co/300133/us-court-greenlights-sale-of-6-5b-in-seized-silk-road-bitcoin
10:57 Markets Cont. https://www.tradingview.com/symbols/AMEX-SPY/ https://companiesmarketcap.com/assets-by-market-cap/
15:15 Movers of the Week https://www.bankless.com/read/the-top-ai-agent-tokens-were-watching
18:21 Arbitrum is close to gain another green L2BEAT pie slice https://x.com/sgoldfed/status/1876417832948523464 https://l2beat.com/scaling/projects/arbitrum
21:01 Succinct - zkEVMs on Superchain! First one! https://x.com/pumatheuma/status/1877070524783931515
25:05 Is the bull market over - how long will continue? https://mirror.xyz/kain.eth/Pa7XlhwUD-p https://x.com/cburniske/status/1877043358956134826
35:39 Are AI Agents the Meta for the rest of the bull? https://x.com/MessariCrypto/status/1874160250812825703/photo/1 https://www.cookie.fun/ https://x.com/RaoulGMI/status/1874934417032192325 https://x.com/Dogetoshi/status/1877381299612086691 https://x.com/askthehive_ai/status/1876730899695362452 https://x.com/blocknewsdotcom/status/1875280354640265524
49:05 Operation Choke Point 2.0…another general in the anti-crypto army out https://www.federalreserve.gov/newsevents/pressreleases/files/other20250106a1.pdf https://x.com/SenLummis/status/1876346748744167924 https://x.com/EconWithNick/status/1876272018821439670 https://x.com/DavidSacks/status/1865199683087245405
55:29 Meta is now pro-free speech platform - Political wind change in DC + SV https://x.com/BasedBeffJezos/status/1876602383754789079 https://x.com/lindayaX/status/1876612826456019145 https://x.com/elonmusk/status/1876657662068461657 https://www.bbc.com/news/articles/c8j9e1x9z2xo https://www.tradingview.com/news/cointelegraph:7c0f65f07094b:0-circle-contributes-1m-usdc-to-trump-s-inauguration-committee/
1:00:14 Will Canada get a pro-crypto leader too? https://x.com/WatcherGuru/status/1876299232887607433
1:01:47 Do Kwon arrived to the US and pleaded not guilty https://cointelegraph.com/news/terraform-do-kwon-appears-before-us-judge-pleads-not-guilty
1:04:30 Meme of the Week https://x.com/dolos_diary/status/1877311858492977642
1:06:47 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome back to The AI Rollup where we're diving into the intersection of AI and crypto, exploring the rise of autonomous AI agents and their impact on DeFi, gaming, and beyond. From groundbreaking tools like agent engines that simplify complex DeFi tasks to emerging trends like AI x Gaming, we’re at the forefront of innovation in this rapidly evolving space. Join us as we discuss the hottest AI crypto trends of 2025.
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TIMESTAMPS & RESOURCES 00:00:00 Intro
00:02:31 What's The Big Deal?
00:06:03 Utility Tools To Use https://www.cookie.fun/ https://kaito.ai/
00:09:19 Evaluating AI Agents
00:12:18 Is This a Cycle Play?
00:20:55 Goals For Q2 + Q3
00:28:38 AI Mindshare https://x.com/0xnairolf/status/1875950819553735118?s=46 https://yaps.kaito.ai/
00:37:00 Agent Threatens ThreadGuy https://x.com/notthreadguy/status/1876811933950562572?s=46
00:42:51 DeFAI
00:49:09 Agent Engines https://x.com/tonyplasencia3/status/1876508717002477808?s=46 https://x.com/askthehive_ai/status/1876730899695362452?s=46 https://x.com/blocknewsdotcom/status/1875280354640265524?s=46 https://x.com/pastagotsauce/status/1875331242151043161 https://x.com/templecrash/status/1875955040642298294?s=46 https://x.com/wheatiessol/status/1873727022427701355?s=46
01:00:51 AI x Gaming https://hyperfy.io/ https://x.com/AshConnell/status/1803043078972096858 https://x.com/hyperfy_io/status/1876054106168865092 https://x.com/dankvr/status/1876139835834208412 https://x.com/arcagents/status/1876445978808721819?s=46 https://x.com/kieranwarwick/status/1876630731860177233?s=46
01:18:50 Agents Are Not Just LLM Wrappers https://x.com/0xCygaar/status/1875610062804099203
01:24:35 Arc.Fun https://x.com/0thTachi/status/1876356585947369576
01:28:42 Bully https://x.com/dolos_diary https://x.com/khouuba/status/1874968951249342962?s=46
01:32:06 Vvaifu https://x.com/vvaifudotfun/status/1875256458834800757?s=46
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
David and Ejaaz are joined by Jeffy and Tint, creators of Zerebro—an autonomous AI agent that composes rap tracks, launches NFTs, and even minted its own token by hijacking Jeffy’s computer. This on chain sensation transcends mere GPT wrappers, forging a bold new path for AI in crypto.
How does an AI manage cross-chain finances, get deplatformed by Spotify, and still power a no-code framework for agent creation? We explore Zerebro’s role in reshaping digital commerce and creativity, and what it means for the future of decentralized intelligence.
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🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 5:10 How Zerebro Came To Be 7:38 2026 Agent Impact Predictions 12:42 Zerebro’s Unique Value Prop 17:30 Zerebro’s Cross-Chain Strategy 22:54 Zerebro’s Life Roadmap & Timeline 30:39 What is Zerebro? Full Explanation 33:39 Why AI Swarms Are Important 34:56 $ZEREBRO Backstory & Utility 46:47 How to Give AI Agents Goals 49:06 What Are Zerebro’s Goals? Scaling? 53:33 Open vs. Closed Source? & Competition 59:06 End of 2025 Predictions 1:03:50 AI Agents Breaking Away From Crypto? 1:09:04 Closing & Disclaimers
------ RESOURCES
Jeffy Yu https://x.com/jyu_eth
Tint https://x.com/tintsion
Zerebro https://x.com/0xzerebro
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Do you think you’ve got what it takes to become a founder in crypto?
On the show today we’ve got 8 of crypto’s most famous and successful builders in crypto, each with about 15 minutes in time, giving you the wisdom they gained founding their own companies.
We’re joined by Jesse Pollack from Base, Jeremy Allaire from Circle, Anatoly from Solana, Stani from Aave, Kain from Synthetix, Mike & Jason from Blockworks, Kevin Owocki from Gitcoin and Lucas from Jito. Each one with their own perspectives, their own scars and hopefully by listening to this episode, you, the listener, can learn from their experiences to gain the confidence you need to venture into this world.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
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------ TIMESTAMPS
0:00 Intro 2:52 Jesse Pollack - Base 15:45 Jeremy Allaire - Circle 34:53 Anatoly Yakovenko - Solana 51:00 Stani Kulechove - Aave 1:07:48 Kain Warwick - Synthetix 1:27:06 Mike & Yano - Blockworks 1:44:16 Kevin Owocki - Gitcoin 1:59:19 Lucas Bruder - Jito
------ RESOURCES
Jesse Pollack - Base https://x.com/jessepollak
Jeremy Allaire - Circle https://x.com/jerallaire
Anatoly Yakovenko - Solana https://x.com/aeyakovenko
Stani Kulechove - Aave https://x.com/StaniKulechov
Kain Warwick - Synthetix https://x.com/kaiynne
Jason Yanowitz - Blockworks https://x.com/jasonyanowitz
Mike Ippolito - Blockworks https://x.com/MikeIppolito_
Kevin Owocki - Gitcoin https://x.com/owocki
Onchain Capital Allocation Handbook https://allobook.gitcoin.co/
Lucas Bruder - Jito https://www.linkedin.com/in/lucasbruder/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.
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------ TIMESTAMPS & RESOURCES 00:00 Welcome To 2025
04:42 MARKETS https://farside.co.uk/?p=1518
05:55 ETF Flows https://x.com/Cointelegraph/status/1874342291114008989 https://x.com/nategeraci/status/1872415447276257654
10:07 Movers Of The Week https://imgur.com/poIQakM https://x.com/_kaitoai/status/1874830476189565343
12:40 L2 Update https://imgur.com/EC5mjnT https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362
15:57 Blobs Are Burning https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362
17:13 Record DEX Volume https://defillama.com/dexs
21:11 10 Predictions for 2025 https://x.com/pythianism/status/1869522809212543204 https://x.com/EffortCapital/status/1873192369891533193 https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook https://x.com/MikeIppolito_/status/1870938936144761211 https://x.com/galaxyhq/status/1874843463293849712 https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://x.com/shaughnessy119/status/1867675171487986086?s=46 https://x.com/cryptopunk7213/status/1874101935353041056?s=46 https://avc.xyz/what-will-happen-in-2025-1 https://x.com/RyanSAdams/status/1874173947731992810
38:28 New IRS KYC Rules https://home.treasury.gov/news/press-releases/jy2762 https://gordonlaw.com/learn/1099-da-revised-draft/ https://x.com/lex_node/status/1872649212804104254 https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/ https://x.com/TheCryptoCPA/status/1872714549243023830 https://x.com/fund_defi/status/1872694713108545576 https://x.com/KMSmithDC/status/1872869271660818887 https://x.com/jchervinsky/status/1873029020478292346 https://x.com/jchervinsky/status/1873746395137773816
47:30 Ethereum Expectations In 2025 https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE
50:37 Microstrategy Accelerates https://x.com/BitcoinNewsCom/status/1871333716511097151
51:37 Do Kwon’s Extradition https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us
53:05 Vitalik Adopts Moo Deng https://x.com/KhaokheowZoo/status/1872151683700248587
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025.
They explore how frameworks like Ai16z’s Eliza are accelerating multi-chain agent deployment, why Zerebro’s creative moves are redefining cultural impact, and how Virtuals’ relentless shipping is driving explosive onchain fee generation.
From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025’s craziness?
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS & RESOURCES
0:00 Intro 3:09 Why Agents Are a Big Deal? https://x.com/defi_monk/status/1874224438146982283 12:19 Truth Terminal Christmas Album https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA 14:06 Agentic Dashboard & Meta https://www.cookie.fun/en/agent/virtual https://x.com/thedefivillain/status/1873857259337638091 19:49 AI Agent Fundamentals https://x.com/thehiddenmaze/status/1872041324876374024 26:13 ai16z Eliza Framework https://x.com/grantblocmates/status/1870387631978406330 https://x.com/m4t_nft/status/1873789231371317355 https://x.com/kelxyz_/status/1873914011701698784 https://x.com/cryptopunk7213/status/1872809091799875592 https://www.coingecko.com/en/coins/ai16z https://x.com/0xwitchy/status/1870752358386536610 https://x.com/jarrodWattsDev/status/1871532146697126238 50:52 Zerebro https://x.com/tintsion/status/1871385480480362610 https://x.com/jyu_eth/status/1873547159993487699 https://x.com/tintsion/status/1870333388105863552 https://x.com/tintsion/status/1869812792091611325 https://x.com/tintsion/status/1869910983604306107 https://x.com/tintsion/status/1874319644703490074 1:03:59 Virtuals https://x.com/s4mmyeth/status/1873012044787794083 https://x.com/ethermage/status/1871456186408866298 https://x.com/jdhyper/status/1872673166969171994 https://x.com/smyyguy/status/1873757142550999083 https://x.com/ethermage/status/1873665044145459442 https://x.com/storyprotocol/status/1870152680045215759 https://x.com/blknoiz06/status/1873215635662225700 1:16:43 Vader Investment DAO https://x.com/vaderresearch/status/1870114485069119888 https://x.com/VaderResearch/status/1873055088727744827 1:18:26 T1 Exchange Listings? https://x.com/s4mmyeth/status/1871148044194095400 1:22:04 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
How do politics shape Bitcoin’s future? Can the U.S. adopt Bitcoin as a strategic reserve asset? Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street’s growing embrace of Bitcoin and its implications for the global economy. With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy.
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------ TIMESTAMPS
0:00 Intro 5:30 Election takes 12:14 Why Harris lost the election 16:00 Did democrats learn their lessons? 23:42 Strategic Bitcoin Reserve? 26:38 US Dollar backed by Bitcoin? 30:54 US China Crypto race 37:56 Wall Street & Crypto 49:24 Paul Tudor Jones Story 51:45 Bitcoin's Price prediction for 53:35 Other Crypto Assets 54:26 Thoughts on Ether 54:47 The Book's target audience 57:23 Thoughts on Microstrategy 1:00:42 Hedging Advice 1:03:20 Closing & Disclosure
------ RESOURCES
Anthony Scaramucci https://x.com/Scaramucci
The Little Book of Bitcoin https://www.amazon.com/dp/1394286643
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Bankless Yearly Rollup recaps 2024, a transformative year for crypto. David takes this one solo with a quick rundown of the week’s news before diving into the top 10 defining events of the year. Highlights include Bitcoin surpassing $100,000, the approval of spot Bitcoin and Ethereum ETFs, and Donald Trump’s embrace of crypto as the “Crypto President.” The episode also explores the memecoin boom, the impact of regulatory changes, and key market shifts that shaped the ecosystem. Join us for a reflective journey through a landmark year as we gear up for 2025!
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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------ TIMESTAMPS & RESOURCES
00:00 Start
02:16 Markets https://farside.co.uk/?p=1518
05:37 L2 Update https://l2beat.com/scaling/activity
11:46 El Salvador Limits Bitcoin Activities https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf
15:05 Hyperliquid and DPRK https://x.com/tayvano_/status/1870960207842701358
17:47 Mo Shaikh Steps Away From Aptos https://x.com/moshaikhs/status/1869851984129569194
20:13 Hawk Tuah Memecoin https://imgur.com/pJQnQjp
22:55 Stephen Miran https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers
24:21 Microstrategy Joins NASDAQ 100 https://x.com/saylor/status/1871179886036910278
25:58 30% To Raise Gas Limit https://x.com/sassal0x/status/1870638097953968158
30:18 5 - Spot ETH ETFs Approved https://www.theblock.co/post/296304/sec-approves-ethereum-etfs https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec
36:22 4 - Spot BTC ETF Approved https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf https://www.sec.gov/newsroom/speeches-statements/gensler-statement-spot-bitcoin-011023
39:05 3 - Trump To Become Pro-Crypto President https://www.youtube.com/watch?v=IK90OHuamLg
43:43 2 - Memecoins
45:49 1 - Bitcoin Crosses $100,000 https://bravenewcoin.com/wp-content/uploads/2024/11/Bitcoin-Approaching-100k.jpg
48:07 1,000 Episodes, Thank You https://pbs.twimg.com/media/GexkjCFWEAAqMO9?format=jpg&name=small
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan and Ejaaz are joined by Jansen Teng, co-founder of Virtuals, a decentralized platform that has launched over 11,000 AI agents and generated more than $35 million in fees. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals.
We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large.
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TIMESTAMPS
0:00 Intro
3:12 Virtuals Impressive Stats
4:49 Jansen’s Crypto & Virtuals Journey
17:38 Luna
29:40 Agent to Agent Commerce
41:44 Virtuals Country??
51:13 Agent Policies & Rights
52:57 Base, Infrastructure, & Open-Source Decisions
1:05:17 What Jansen is Most Excited For
1:08:20 How to Get Started
1:11:13 Where Will Value Accrue?
1:14:41 Closing & Disclaimers
RESOURCES
Jansen Teng
https://x.com/ethermage
Virtuals
https://x.com/Virtuals_io
Luna
https://x.com/luna_virtuals
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
How do you find an asset with 1000x asymmetric return? How do you find the next bitcoin?
Our guest today is Dan Morehead, founder and managing director at Pantera Capital. He has been buying bitcoin since 2013 when the price was just $65. His fund is up over 100x since then.
There’s a lot to learn from Dan’s story, about early bitcoin history, but also the pattern recognition required to identify asymmetric assets. We cover price predictions, 4 year cycles vs a supercycle, how much upside is still in crypto, the trump administration and his thoughts on a strategic bitcoin reserve
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------ TIMESTAMPS
0:00 Intro 6:00 The Email from 2013 14:15 Asymmetric Patterns 17:50 Buying Bitcoin in 2013 26:25 Onboarding Investors 32:12 Crypto's Global Adoption 37:15 Bitcoin's Escape Velocity 43:19 US Government Impact on Crypto 52:21 Global Bitcoin Race 56:14 Institutional Adoption for Crypto 1:04:37 Crypto Cycles 1:09:20 2025 Bull Market? 1:12:53 Macro Environment 1:16:50 Tokenization 1:21:18 Thoughts on AI 1:24:19 The Next Bitcoin 1:26:46 Future Plans 1:27:23 Closing & Disclaimers
------ RESOURCES
Dan Morehead https://x.com/dan_pantera
Pantera Capital https://panteracapital.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed’s latest rate cuts, and assess institutional adoption trends keeping crypto’s momentum alive. Big L2 developments are making waves: Kraken’s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony’s On-Chain Spotify Wrapped and tips on spotting market tops!
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS & RESOURCES
00:00:00 Start https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/1869627735267840135
00:02:45 Market https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/1869627735267840135
00:09:10 Where Are We In This Cycle https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle
00:12:04 ETF Flows https://farside.co.uk/?p=1518 https://farside.co.uk/btc
00:16:09 Mover Of The Week… Fartcoin? https://www.coingecko.com/en/coins/fartcoin https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt
00:26:48 Developers, Developers, Developers https://www.developerreport.com/developer-report https://x.com/MariaShen/status/1867295574242078980 https://x.com/MariaShen/status/1851702783319126277 https://x.com/RyanSAdams/status/1867324885732671778
00:34:54 Kraken Ink Chain Live https://x.com/inkonchain/status/1869417386761470219 http://inkonchain.com/dashboard
00:38:34 Deutsche Bank Announces zk L2 https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f
00:41:32 Caroline Crenshaw Vote https://x.com/BrendanPedersen/status/1869055922238279940 https://x.com/standwithcrypto/status/1869151080300548383 https://www.citizen.org/article/support-comm-crenshaw/ https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409421 https://x.com/EleanorTerrett/status/1867301980890165398
00:47:14 Aave vs Polygon https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211 https://x.com/DefiIgnas/status/1868612366822461817 https://x.com/sandeepnailwal/status/1869153510756909475 https://x.com/stanikulechov/status/1869182600008679563
00:54:06 Pudgy Penguins Launched Their PENGU Token https://x.com/LucaNetz/status/1869005071624904959 https://x.com/suji_yan/status/1868682237488894422 https://claim.pudgypenguins.com/ https://www.coingecko.com/en/coins/pudgy-penguins-pengu https://nftpricefloor.com/
00:58:15 Ethena Launched Its New Stablecoin https://x.com/ethena_labs/status/1868657723799470361 https://x.com/ZeMariaMacedo/status/1868673718911713602
01:00:35 Bankless Wrapped Just Launched! https://bankless.com/wrapped
01:04:37 How to Recognize Bull Market Tops? https://imgur.com/a/Vaw3TSW
01:10:42 Check Out The Daily Gwei Shoutout to The Daily Gwei for Ethereum-focused insights and updates. https://www.youtube.com/@TheDailyGwei
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.
They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships—like ai16z’s collaboration with Stanford and Virtuals’ explosive growth—propelling these agents into cultural, economic, and infrastructural prominence.
Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?
Follow Ejaaz on Twitter: https://x.com/cryptopunk7213
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS & RESOURCES
0:00 Intro 2:04 AI Agent Bull Case https://x.com/ai16zdao/status/1868105247056683129 5:46 Chris Dixon’s Read, Write, Own (Automate?) 9:20 AI Ordering Pizza https://x.com/ropirito/status/1867013533243769100 12:23 AI Ordering Toilet Paper https://x.com/AgentTankLive/status/1868704493157884289 16:16 Agent to Agent Commerce https://x.com/ethermage/status/1868687530742460750 23:05 Bankless $500 Agent Tip https://x.com/simulacrumai/status/1867230651075768533 26:13 Virtuals Growth https://imgur.com/a/2Y79V3P https://x.com/ethermage/status/1867616462019678708 https://x.com/virtuals_io/status/1868648756591391115 https://x.com/s4mmyeth/status/1868397655497613561 35:49 AI16z’s Eliza Labs Stanford Partnership & v2 Details https://x.com/shawmakesmagic/status/1867721347406999917 https://x.com/ai16zdao/status/1868689379344195680 45:35 Arc https://x.com/dv_memetics/status/1866670277440020570 https://x.com/0thtachi/status/1867337171595911473 https://x.com/arcdotfun/status/1867206440206696520 https://x.com/shawmakesmagic/status/1867799462787293244 https://x.com/0xcygaar/status/1868072783089127516 49:40 Zerebro Runs an Ethereum Validator https://x.com/tintsion/status/1867293794112344080 https://open.spotify.com/track/6G3XpKtoIoS7WpiuzeMBau?si=cd62150670cc4dfb 57:17 Top Emerging Trends https://x.com/ropirito/status/1867282256672567517 https://x.com/aimonicabrands/status/1867281243265806732 https://x.com/Defi0xJeff/status/1867976166201774265 1:07:15 Lightning Round of Cool Shit This Week https://x.com/cookiedotfun/status/1867268954831695909 https://x.com/getmasafi/status/1867379305334153702 1:11:17 Homework to Learn More About AI Agents https://www.bankless.com/ai-agents https://x.com/yb_effect https://x.com/S4mmyEth https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151 1:14:22 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
How can economic bubbles be good for the world?
Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed
In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.
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------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview
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------ TIMESTAMPS
0:00 Intro 7:29 Byrne’s Crypto Background 10:13 Bitcoin Inception 28:17 Blockspace Economics 34:20 BOOM Thesis 45:35 The Great Stagnation 1:16:46 Civilizational Risk 1:32:31 Good Bubbles vs Bad Bubbles 1:40:04 Identifying the Next Bubble 1:47:53 Closing & Disclaimers
------ RESOURCES
Byrne Hobart https://x.com/ByrneHobart
Boom: Bubbles and the End of Stagnation https://a.co/d/f7m2OG8
The Diff Newsletter https://www.thediff.co/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What are the best investing opportunities in Tech for 2025?
Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.
In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.
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------ TIMESTAMPS
0:00 Intro 6:02 AI in 2024 8:21 The Future of AI 12:35 Where are we on the S Curve? 17:38 AI vs Other Tech Revolutions 20:23 Are we in a Bubble? 23:59 Evolution of AI 29:06 AI x Crypto 34:12 Centralized vs Decentralized AI 37:46 AI Agents 42:32 Doomsday Scenario 47:16 Raw Crypto 52:28 Order of Trends 55:06 Silicon Valley on Crypto 58:14 Crypto Founders vs Tech Founders 1:01:27 Politics & Tech 1:14:36 Advice for 2025 1:17:13 Closing & Disclaimers
------ RESOURCES
Elad Gil https://x.com/eladgil
Elad Gil Website https://eladgil.com/
No Priors Podcast https://www.youtube.com/@NoPriorsPodcast
Prime Open sources their 10B parameter training run https://x.com/PrimeIntellect/status/1862607165669900407
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week on the Weekly Rollup: Bitcoin briefly plunged to $93K amidst $1.1B in crypto liquidations, marking the largest single-day event since 2021, with $815M wiped from long positions alone. Meanwhile, Ethereum ETFs hit a record inflow day of $428M, and Layer 2 solutions like Mantle are driving the ecosystem forward with nearly 1M ETH bridged to Base. On the regulatory front, the crypto world sees both challenges and opportunities as Trump appoints David Sacks as Crypto Czar while Microsoft shareholders reject Bitcoin on their balance sheet. With bullish predictions, such as Bitcoin reaching $250K, and major milestones like 1B unique crypto addresses, the crypto market continues its rollercoaster of volatility and growth.
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------ TIMESTAMPS & RESOURCES
00:00:00 Trump On Bitcoin Reserve https://x.com/tftc21/status/1866895723410673988?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:03:43 MARKET https://x.com/QuintenFrancois/status/1866445089909653545 https://x.com/DegenerateNews/status/1866957840805409049
00:13:47 L2 Update https://x.com/jessepollak/status/1867047990843916334 https://dune.com/eekeyguy_eth/eth-supply-tracker
00:16:40 Bitcoin Reserve https://x.com/InvestorAsh/status/1866221541400219847 https://x.com/el33th4xor/status/1866255029033943551
00:27:06 Donald Trump appointed David Sacks as a Crypto and AI czar https://truthsocial.com/@realDonaldTrump/posts/113603133222686186 https://x.com/BitcoinNewsCom/status/1864857461481422934. https://x.com/DavidSacks/status/1865199683087245405
00:32:26 CFTC Chair Rumors https://x.com/emiliemc/status/1866686542649102586?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:34:08 SEC - Crenshaw https://x.com/eleanorterrett/status/1866981517932822540?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/brian_armstrong/status/1865913522670260680 https://x.com/masonlynaugh/status/1866877145902948483
00:39:52 Should Ethereum Pump The Gas https://x.com/dankrad/status/1863412876901306599 https://x.com/dankrad/status/1867078641118789787 https://x.com/drakefjustin/status/1865894859468427
00:44:44 MOVE Token https://x.com/movementfdn/status/1866093209719579011
00:46:00 Magic Eden https://x.com/MagicEden/status/1866483682367693227 https://mefoundation.com/ https://www.coingecko.com/en/coins/magic-eden
00:46:37 Pudgy Airdrop https://x.com/pudgypenguins/status/1864851993094664602 https://nftpricefloor.com/pudgy-penguins
00:51:38 EtherRocks https://x.com/etherrock/status/1865480491773640830?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:53:30 Quantum Computing https://x.com/InvestorAsh/status/1866221541400219847 https://x.com/caprioleio/status/1866355221670302170 https://vitalik.eth.limo/general/2024/10/29/futures6.html https://x.com/el33th4xor/status/1866255029033943551
00:59:36 Stablecoin News https://x.com/jerallaire/status/1866733181728366593 https://defillama.com/stablecoins https://x.com/aave/status/1866127138820112562 https://x.com/defiignas/status/1866831563272712393
01:05:16 Meme Of The Week https://x.com/sherlock_hodles/status/1866557875671187912
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz is back with David to break down the latest in the explosive world of AI Agents.
This week, they uncover how Truth Terminal’s roadmap could revolutionize autonomous on-chain transactions, why ai16z's Eliza framework is poised to reshape multi-chain agent deployment, and how zerebro’s creative push into music and art is expanding the reach of AI in culture. They also discuss the growing institutional attention on AI agents, from $20M funding announcements to agents acting as venture capitalists.
Can AI agents truly become the catalysts for crypto's next bull market?
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🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/112?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES
0:00 Intro 2:31 Why AI Agents Are a Big Deal 4:34 Vibes This Past Week https://x.com/s4mmyeth/status/1866414390775329111 https://x.com/dwflabs/status/1866422609967235166 https://x.com/solana/status/1866536545550995466 9:18 a16z Blog Post https://x.com/a16zcrypto/status/1864343219833627113 14:26 GOAT is Returning https://x.com/pwnlord69/status/1866589407454826644 25:44 Satan & God Automated https://x.com/ropirito/status/1864373559927173257 https://x.com/god https://x.com/s8n 39:13 Eliza & Ai16z #1 trending GitHub https://x.com/dreaminglucid22/status/1865758299464843285 https://x.com/BanklessHQ/status/1866845399715287399 47:04 Virtuals New Sandbox Tool & aixbt https://x.com/0xCygaar/status/1866513570672079187 https://x.com/aixbt_agent 53:09 Zerebro https://x.com/jyu_eth/status/1864579428639986126 https://x.com/opaiumdao/status/1865484155464630470 https://x.com/opaiumdao/status/1866572986805035325 https://x.com/jyu_eth/status/1866389720844111884 https://x.com/jyu_eth/status/1866556713647870341 https://x.com/cryptopunk7213/status/1864473729855553766 https://x.com/blormmy/status/1865987541972738549 1:01:44 Swarms & vvaifu.fun https://x.com/vvaifudotfun/status/1864050584396906841 1:03:37 Clanker Fees cross $10M https://dune.com/clanker_protection_team/clanker-fees 1:05:57 $SIMMI https://x.com/Simmi_IO/status/1862510478745804856 https://x.com/SimulacrumAI/status/1866570195051090215 https://x.com/simulacrumai/status/1866641681795441070 1:08:46 Delphi Digital AI Analyst https://x.com/Shaughnessy119/status/1866212479413678588 1:11:02 Ejaaz’s Advice for This Week 1:12:22 Closing & Disclosures
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What is the role of AI in crypto, and how will it shape the future?
AI agents are taking the crypto world by storm, introducing unprecedented scale and efficiency to Web3. At the center of this revolution is Shaw, the creator of the Eliza framework and ai16z DAO, a groundbreaking initiative that’s reshaping decentralized investments. The ai16z DAO has rapidly gained traction, becoming the #1 trending GitHub repository last month, with over 3,300 stars and 880+ forks.
In this episode, we explore how Shaw and his team are leading a community-driven, open-source movement to integrate AI and crypto. From managing DAOs to bridging Web3 with real-world applications, we dive into how the Eliza framework is setting the groundwork for a potential AGI future. This is more than just an AI experiment—it’s the beginning of a new paradigm for both industries.
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
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------ TIMESTAMPS
0:00 Intro 8:05 Who is Shaw & Eliza Framework 18:57 Goals of ai16z & Marc AIndreessen 25:47 AI Agent North Star 31:20 AI-Powered Contributors & Fixing DAOs 38:49 Degenspartanai vs. Marc AIndreessen 52:02 What is ai16z? 56:51 DAO Governance 1:00:34 Eliza Framework Story & Success 1:03:55 Advice to New AI Agent Builders 1:06:29 Other Top AI Agents 1:08:02 Agent Swarming & World Mind Explained 1:17:14 How & Where to Learn More 1:18:36 Closing & Disclaimers
------ RESOURCES
Shaw https://x.com/shawmakesmagic
David Hoffman https://x.com/TrustlessState
Ejaaz Ahamadeen https://x.com/cryptopunk7213
ai16z dao https://www.daos.fun/HeLp6NuQkmYB4pYWo2zYs22mESHXPQYzXbB8n4V98jwC
ai16z Github https://github.com/ai16z
degenspartanai https://x.com/degenspartanai
Marc AIndreessen https://x.com/pmairca
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
2024 was a breakout year for crypto, with Bitcoin, Ethereum, and Solana outperforming traditional assets and spot Bitcoin ETFs attracting $31.7 billion in record inflows. Coinbase surged toward S&P 500 inclusion, stablecoins doubled, and tokenized real-world assets began their rise. Nations embraced Bitcoin as a reserve asset, and AI-driven memecoins fueled fresh mania.
Bitwise calls 2024 a prelude to 2025—a year poised to redefine crypto’s place in global finance.
Bitwise’s Chief Investment Officer, Matt Hougan and Head of Research, Ryan Rasmussen join us to share Bitwise’s top 10 2025 Predictions. Trust us anon, you don’t want to miss this.
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------ TIMESTAMPS
0:00 Intro 5:19 Summarizing 2024 8:58 Bitcoin, Ethereum, & Solana 2025 Price Targets 21:40 2025 Bitcoin ETF Flows 27:20 Coinbase Surpasses Charles Schwab 32:13 Year of the Crypto IPO 38:01 AI Agent Memecoin Mania 47:39 Countries Holding Bitcoin 53:14 Coinbase S&P 500 & MicroStrategy Nasdaq-100 56:54 Crypto 401(k)s 1:02:48 Stablecoin Assets Double 1:05:26 RWAs Surpasses $50B 1:09:12 Bonus Prediction: 2029 Bitcoin Price 1:12:32 Closing & Disclaimers
------ RESOURCES
Bitwise 2025 Predictions https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2025
Matt Hougan https://x.com/Matt_Hougan
Ryan Rasmussen https://x.com/RasterlyRock
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What is Ethereum’s North Star, and does it even need one?
There has been angst in the Ethereum community, growing over the last year, as Ethereum has become squeezed by its competition. Bitcoin’s story as money is growing in mainstream society. Solana has captured the hot ball of money in crypto. And Celestia’s data availability continues to progress at a faster rate than what is found at home in Ethereum.
This is Ethereum’s Three-Front War, a topic we covered in a recent episode with Justin Drake. And today we‘re joined by Jon Charbonneau and Mike Ippolito to contextualize and diagnose what Ethereum needs in order to thrive in this competitive landscape.
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🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield
🔒 SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE
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------ TIMESTAMPS
0:00 Intro 6:00 Jon’s Article 16:48 How did we get here? 23:16 Ethereum’s Three Front War 43:14 Ethereum Wins by its Synergies 52:52 Ethereum’s Focus 1:01:58 Ethereum Tactical Advice 1:18:18 Ultra Sound Money vs World Computer 1:30:26 Closing & Disclaimers
------ RESOURCES
Mike Ippolito https://x.com/mikeippolito
Jon Charbonneau https://x.com/jon_charb
Jon’s Article https://dba.xyz/ethereums-north-star/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bitcoin hit $100K! To kick off the show we dive into the wild ride that brought us here—from Satoshi’s first block to retail mania today. NYC Mayor Eric Adams says, “I told you so,” after his Bitcoin paycheck gamble pays off. We unpack Marc Andreessen’s revelations on Joe Rogan about political debanking and welcome a new SEC chairman with a pro-crypto agenda, BYE GARY. Plus, Hyperliquid’s massive airdrop, XRP flipping Solana, and Alex Mashinsky pleading guilty—it’s a packed week for crypto! ------ 📣 AMBIRE | SIGN UP! https://www.ambire.com/legends
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield
🔒 SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE
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------ TIMESTAMPS & RESOURCES
00:00:00 Lets Set The Tone
00:05:27 BTC $100K! https://x.com/ETHbyDre/status/1864550741287030979 https://x.com/BitcoinMagazine/status/1864655677467042013
00:08:40 A Trip Down Memory Lane
00:15:02 Powell - BTC Is Digital Gold https://x.com/BanklessHQ/status/1864392544018166186
00:19:23 ETH Price Analysis
00:22:50 Total Mkt Cap https://x.com/crypto_condom/status/1862658827163758660
00:24:19 The Rise Of Ripple (XRP) https://x.com/RyanSAdams/status/1863702614304518363 https://x.com/WazzCrypto/status/1863306452481253555
00:28:07 Solana ETF? https://x.com/jseyff/status/1864060463916462244?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:32:52 Mainstream Debanking https://x.com/pmarca/status/1862635456204341739?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/davidmarcus/status/1862654506774810641 https://x.com/brian_armstrong/status/1861890800268775923?s=46&t=drckgcJoSMSnm7TfPCH-dw
00:42:23 New SEC Chairman https://truthsocial.com/@realDonaldTrump/posts/113595807734621827 https://x.com/HesterPeirce/status/1864428440893735331
00:45:42 Crypto Czar https://www.theblock.co/post/328594/ex-cftc-chair-chris-giancarlo-in-running-to-become-first-crypto-czar-says-crypto-considerable-priority-for-trump
00:48:54 Hyperliquid Airdrop Was Huge https://hyperfnd.medium.com/hype-genesis-1830a4dc2e3f
00:50:36 Hawk Tua Coin https://x.com/WazzCrypto/status/1864433268319293811
00:55:06 Fluid Launch https://gov.instadapp.io/t/rebranding-and-growth-plan-for-fluid-protocol/985
00:56:56 RTFKT Shut Down https://x.com/RTFKT/status/1863621178532773928
00:58:26 Alex Mashinsky Pleads Guilty https://www.reuters.com/technology/celsius-founder-alex-mashinsky-intends-plead-guilty-two-fraud-counts-2024-12-03/
01:00:12 Releases https://x.com/colton_art/status/1864705965016129740 https://x.com/crecimientoar/status/1862557162427310102
01:03:47 Meme Of The Week https://x.com/scrypto_/status/1864603976282591549?s=46
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz is back to go through the latest news over the past week in the wild world of AI Agents.
This week, Ejaaz and David dive into why and how Virtuals hit a $1B market cap, and also Zerebro is launching a decentralized LLM, Ai16z is making a comeback with Eliza V2, and so much more.
Will AI agents continue to dominate the mindshare of crypto Crypto Twitter and beyond?
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield
🔒SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE
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------ TIMESTAMPS & RESOURCES
0:00 Intro
3:10 Why Ejaaz is Bullish
6:42 Ai16z https://x.com/0xwitchy/status/1863862261573632025
9:52 Virtuals https://www.coingecko.com/en/coins/virtual-protocol https://www.virtuals.io/ https://fun.virtuals.io/
16:17 aixbt https://www.coingecko.com/en/coins/aixbt-by-virtuals https://x.com/cryptopunk7213/status/1863584774901666038 https://x.com/aixbt_agent https://x.com/PixOnChain/status/1863145856301674938
29:12 Freya agent gifts $50K to clever winner https://x.com/jarrodWattsDev/status/1862299845710757980 https://www.freysa.ai/
33:09 Zerebo https://x.com/jyu_eth/status/1864004665891013028 https://open.spotify.com/track/0MTF6FSeodBtrhM7Vi6E3b?si=cc45c86757bc44e8 https://x.com/jyu_eth/status/1861190173196730729 https://x.com/jyu_eth/status/1863012741486616742
50:24 Ai16z https://x.com/markus9x/status/1861242414515777767 https://x.com/0xwitchy/status/1863530135313600980
55:47 God https://x.com/god
1:00:47 Bittensor Tao https://x.com/cruciblelabs/status/1861154220021260473
1:04:30 NOUS and Prime Intellect leading decentralized training https://x.com/NousResearch/status/1863622813317464157 https://x.com/PrimeIntellect/status/1862607165669900407
1:08:21 Ejaaz’s predictions & where his attention is going https://x.com/Vader_AI_ https://x.com/0xprismatic/status/1863055816947101845
1:14:25 Solana vs. Base?
1:21:31 Homework for Bankless audience https://x.com/cryptopunk7213
1:22:59 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Last month, Andrew Huang (Conduit) and Uma Roy (Succinct) announced OP Succinct, a groundbreaking collaboration that blends Succinct’s SP1 zkVM with Conduit’s Rollup-as-a-Service platform. This new zkEVM promises 1-hour finality, breaking away from the traditional 7-day delays seen with optimistic rollups.
In this episode, we unpack what makes OP Succinct a game-changer and how it challenges the conventional ZK rollup landscape. Why is this Rust-based zkVM approach so different? Is ZK rollup tech finally ready for prime time? And could fast finality and the end of fraud proofs be the key to solving Ethereum’s fragmentation problem?
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🐧CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 📈iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/bankless
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------ TIMESTAMPS
0:00 Intro 2:52 zk Rollups Past vs. OP Succint 5:48 OP to zk Rollups Tradeoffs & Timeline 12:39 Benefits of 1-Hour Challenge Period 15:34 Scaling the Rollups 18:12 Endgame Vision 20:47 Cost of Proving Must Go Down? 21:55 Conduit’s Distribution Role 25:55 AggLayer vs. zk & Adoption 29:57 zk Rollup on ETH L1 Constraints? 35:53 Ethereum’s Negative Sentiment 51:04 Closing & Disclaimers
------ RESOURCES
Uma Roy https://x.com/pumatheuma
Succinct https://www.succinct.xyz/
OP Succinct https://github.com/succinctlabs/op-succinct
Adrew Huang https://x.com/KAndrewHuang
Conduit https://x.com/conduitxyz
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the Beam Chain the endgame for Ethereum?
At Devcon, Justin Drake presented what he called his most ambitious proposal to date! Beam Chain, a roadmap which fell very flat in public discourse.
In this episode we fill the gaps of this reaction and we discuss the rise of Credible Competition to the three major components of Ethereum Roadmap. Execution, which competes with Solana, Data Availability which competes with Celestia and Consensus, which competes with Bitcoin.
So what’s Ethereum’s strategy for winning this Three Front War against three legitimate competitors? Stay tuned!
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/bankless
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------ TIMESTAMPS
0:00 Intro 4:29 Beam Chain Reactions 9:43 Is Ethereum Ossifying 18:07 Ethereum’s Three Front War 27:03 Bitcoin Utility Prospects 33:20 The Endgame for Crypto 48:55 Beam Chain 101 54:20 Beam Fork Aftermath 59:51 Pre-Confirmations 1:05:06 L1 Execution Layer 1:12:47 Rollup Design Space 1:26:20 Ethereum’s Midgame 1:32:37 Ethereum 3.0? 1:34:04 Closing & Disclaimers
------ RESOURCES
Justin Drake https://x.com/drakefjustin
Beam Chain Announcement https://youtu.be/rGE_RDumZGg?t=7001
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Memecoin mania spiraled out of control this week, with shocking livestream rug pulls and Pump.fun disabling its livestream feature due to disturbing behavior. Meanwhile, Base and Farcaster hit record TPS and inflows as memecoin trading heats up.
In Washington, Trump nominated pro-crypto Scott Bessent as Treasury Secretary. What does this mean for crypto policy? Plus, a surprising investor joins Trump’s World Liberty Financial raise—we’ll reveal who.
And a major court victory for crypto privacy: judges ruled OFAC overstepped in the Tornado Cash case, declaring immutable smart contracts unsanctionable. Does this mean Tornado Cash is back?
------ 📣UNISWAP https://bankless.cc/Uniswap-Bug-Bounty
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🪄MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/104?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES
0:00 Intro
7:12 Markets https://x.com/DegenerateNews/status/1859978611606102494 https://x.com/JacobKinge/status/1859979524487909769 https://x.com/saylor/status/1861033309934862601 https://www.theblock.co/post/328025/microstrategy-4-per-cent-of-bitcoin-bernstein-price-target-600-usd https://x.com/Galois_Capital/status/1861299857975046261 https://farside.co.uk/?p=1518 https://imgur.com/pUSaAQ2 https://l2beat.com/scaling/tvl https://x.com/HHorsley/status/1860397442547790105
26:00 Pump.fun suspends livestream feature https://www.bloomberg.com/news/newsletters/2024-11-26/pump-fun-s-streams-show-the-dark-side-of-memecoin-trading https://x.com/crypto_bitlord7/status/1860989408092258441 https://x.com/_kaitoai/status/1860969504798302691 https://x.com/pumpdotfun/status/1861138234580869128 https://x.com/ChainLinkGod/status/1861091091585409400 https://x.com/moo9000/status/1860980423716659462
34:15 Base And Farcaster AI Agent meta heating up https://x.com/phantom/status/1861108202022318470 https://x.com/qiqileyuan/status/1861650662590947411 https://x.com/cryptotesters/status/1861216310631506364 https://x.com/jessepollak/status/1861434379270308195 https://x.com/dwr/status/1861595910498631928 https://x.com/TrustlessState/status/1861422824029647241 https://x.com/anoncast_ https://x.com/TrustlessState/status/1860806662962954526 https://warpcast.com/superanon/0x5c38e09ce41560f3a469946c8e08bcf463f31469 https://anoncast.org/anonfun https://x.com/ChazSchmidt/status/1861539655620919497 https://x.com/TrustlessState/status/1861041911542223294 https://warpcast.com/cherdougie/0x2c3ba9646bc37de213953294076b1250acf8635b https://x.com/search?q=%24blonde&src=cashtag_click https://x.com/ayyyeandy/status/1861683577722909062 https://www.coingecko.com/en/coins/aixbt-by-virtuals https://app.virtuals.io/
48:00 Bankless disclosures https://www.bankless.com/disclosures https://x.com/iamdcinvestor/status/1861028893408317863
53:06 Big victory in Tornado Cash case as judge says OFAC exceeded authority https://x.com/BillHughesDC/status/1861545321450336342 https://x.com/valkenburgh/status/1861565828270846048 https://x.com/brian_armstrong/status/1861566807225532470 https://x.com/rstormsf/status/1861575644796330392 https://juicebox.money/@defend-roman-storm
1:00:01 US court struck down SEC broker-dealer rule https://x.com/BlockchainAssn/status/1859657449856463077 https://x.com/NateGeraci/status/1859678807600529892 https://truthsocial.com/@realDonaldTrump/posts/113529294640959784 https://x.com/jchervinsky/status/1861430542668886408
1:05:53 Trump Media files a trademark for “TruthFi” https://x.com/JoshGerben/status/1859689670986408392
1:07:10 Tron became the largest investor into World Liberty Finance https://x.com/justinsuntron/status/1861121947372773545 https://x.com/SplitCapital/status/1861794875668136104 https://x.com/Caitlyn_Jenner/status/1861123142439313714
1:11:37 Bankless has its biggest Black Friday offer ever! https://www.bankless.com/join
1:13:04 Top signals? https://x.com/HalieyWelchX/status/1861470493280206907 https://x.com/RyanSAdams/status/1861053012573057285
1:17:15 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
AI agents are reshaping the crypto landscape, from gaming to decentralized venture capital. This week, we explore groundbreaking developments in Crypto AI, including breaking news out of Ai16z’s meteoric rise (and fall?), GOAT, AIxbt, Virtuals, Zerebro, and Base vs. Solana.
Ejaaz Ahamadeen joins us to break down the trends, drama, and future of autonomous agents in crypto.
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS & RESOURCES
0:00 Intro
4:35 GOAT https://x.com/truth_terminal/status/1859749795855990817
21:07 Ai16z Drama https://x.com/shawmakesmagic/status/1858807615914229936 https://x.com/ColinTCrypto/status/1859070457724428734
45:10 Project or Memecoins?
48:39 AIxbt https://x.com/aixbt_agent
50:40 Virtuals & Zerebro https://x.com/jyu_eth/status/1858768880916672971 https://x.com/virtuals_io/status/1858899700042395925
59:44 Framework Competition
1:01:26 Base vs. Solana
1:08:55 David/Ejaaz’s Focus Next?
1:12:12 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Director of Research at Coincenter, Peter Van Valkenburgh joins us for our final talk at the Bankless Summit with a story that hits close to home about privacy and surveillance.
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
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------ TIMESTAMPS
00:00 Start 03:39 What Is This Talk About? 08:16 Lets Talk About Cars 12:46 The Stolen Bike 14:37 Surveillance 17:18 California 24:41 Supercharged Surveilance 27:48 What We Should Be Building
------ RESOURCES
Peter - https://x.com/valkenburgh
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ethereum Foundation researcher Mike Neuder joins us at the Bankless Summit with a really bullish articulation of what ETH and Ethereum is in 2024.
Mike Neuder explains why ETH is permissionless, why ETH is money and therefore why ETH is permissionless money.
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🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
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------ TIMESTAMPS
0:00 Intro 3:08 ETH is Permissionless 13:28 ETH is Money 28:42 The Full Picture 30:05 Questions
------ RESOURCES
Mike Neuder https://x.com/mikeneuder
Presentation Slides https://docs.google.com/presentation/d/1X5YxaSbpjl1wUdi4HczfAN6aObumH82e
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Matt Cutler is the founder of Blocknative and the combination of a fantastic storyteller and a fantastic data analyst.
Blocknative is not his first company, It’s his fifth. Matt’s first company was an internet company that he started in the 90s well before the dot com boom and he founded a company in every major internet era since.
In today’s Bankless Summit talk, we hear from Matt’s experience and wisdom so we can learn how the rise of blockchain technology contrasts with the rise of the Internet and why we are here in the first place.
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS
0:00 Intro 5:01 Internet Early Days 11:47 The Rise of Blockchains 19:21 Why Are We Here? 23:43 Gas Network 27:16 Fix the World 29:08 Questions
------ RESOURCES
Matt Cutler https://x.com/mcutler
Presentation Slides https://docs.google.com/presentation/d/1YvfS-akFgE_tOPr-lAalyeztMtP94L4r/edit#slide=id.p1
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bitcoin soared to new all-time highs as MicroStrategy led massive BTC buys, and BlackRock's ETF options hit $1.9B volume. Meanwhile, a 13-year-old executed a rug pull, sparking chaos and meme token wars.
On the regulatory front, SEC Chair Gary Gensler announced his resignation effective January 20, 2025, coinciding with President-elect Donald Trump's inauguration. Trump teased a "Crypto Czar," while 18 states sued the SEC. Binance launched BFUSD with 19.55% APY, challenging Coinbase’s USDC yield.
Elsewhere, Solana reached new highs, McDonald’s partnered with Doodles, and Tether unveiled a tokenization platform. The crypto world remains as unpredictable as ever! ------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
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------ TIMESTAMPS & RESOURCES
0:00 Intro
0:35 Gen-z Quant https://x.com/DeeZe/status/1859110339251478754 https://x.com/RyanSAdams/status/1859225228045402203
8:03 It’s a week of Bitcoin buys! https://x.com/samcallah/status/1858507239897632909 https://x.com/saylor/status/1858496146026467378 https://x.com/EricBalchunas/status/1859278500399620528 https://www.prnewswire.com/news-releases/semler-scientific-announces-btc-and-atm-activity-raised-21-5-million-purchased-additional-215-btc-now-holds-1-273-btc-with-btc-yield-of-37-3-302308149.html https://ir.mara.com/news-events/press-releases/detail/1377/mara-holdings-inc-announces-proposed-private-offering-of-700-million-of-convertible-senior-notes https://x.com/Metaplanet_JP/status/1858352792647225371 https://x.com/BitcoinMagazine/status/1858535519354827251 https://x.com/bitcoinmagazine/status/1858874854402920902 https://x.com/JSeyff/status/1858991206476509659 https://x.com/EricBalchunas/status/1858994117617086840
21:59 Chillguy https://dexscreener.com/solana/93tjgwff5ac5thymi8c4wejvvqq4tumemuyw1leyz7bu https://x.com/nayibbukele/status/1859433926206325107 https://solscan.io/account/AySxUvESXdGTVT6G3psgzWahduxJx8bGkb4Ddip8sADx
24:12 Vitalik bought $50 of an AI memecoin on Farcaster https://x.com/Tyler_Did_It/status/1859420049427267912
30:32 Gary Gensler set to Resign https://x.com/BanklessHQ/status/1859659202618327276 https://x.com/BanklessHQ/status/1859664473025581561 https://x.com/KMSmithDC/status/1859339558342607023 https://x.com/RyanSAdams/status/1857123002921463862 https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424 https://www.washingtonpost.com/business/2024/11/11/trump-crypto-regulation-bitcoin/
36:35 “Coincidently”, Trump met with Brian Amstrong this week https://x.com/News_Of_Alpha/status/1858606637201633705 https://x.com/nic__carter/status/1858922946116346273
38:01 Trump picked Howard Lutnick to lead the US Department of Commerce https://www.wsj.com/politics/trump-commerce-secretary-howard-lutnick-cabinet-77c86b81 https://x.com/TheFlowHorse/status/1858942817592103046 https://polymarket.com/event/who-will-trump-nominate-for-treasury-secretary https://x.com/twobitidiot/status/1859266763860394426 https://www.reuters.com/world/us/trump-team-weighs-creating-first-ever-white-house-crypto-role-bloomberg-news-2024-11-20/ https://x.com/News_Of_Alpha/status/1859661975745167378 https://cointelegraph.com/news/trump-mulls-crypto-friendly-cftc-chairs-report
43:22 Trump Media might be buying Bakkt! https://www.reuters.com/markets/deals/donald-trumps-social-media-group-talks-buy-bakkt-ft-reports-2024-11-18/ https://polymarket.com/event/will-trump-media-launch-a-crypto-exchange-in-2024
44:54 SEC is being sued in 18 US states https://x.com/kobeissiletter/status/1857151924061221190
48:16 DAO members might be held liable under partnership laws https://x.com/milesjennings/status/1858720755523219932 https://x.com/DennisonBertram/status/1859184992800186610
52:44 CEX STABLECOIN WARS: https://x.com/lopp/status/1858609316929974340 https://x.com/coinbasewallet/status/1859286084535906744
57:44 Doodles partnered with McDonald's for holiday-themed collectibles https://x.com/McDonalds/status/1857061165760741780 https://x.com/HuinGuillaume/status/1858538735375176159
58:44 Coinbase will delist Wrapped Bitcoin & Tether is launching a tokenization platform https://x.com/ercwl/status/1859136365083951123 https://x.com/hadron_tether/status/1857091170825891962
1:01:08 Bankless is looking for Video Editor or Producer! & Bankless Summit is now online https://x.com/BanklessHQ/status/1858857798471479777 https://x.com/BanklessHQ/status/1858741172404916622 https://bankless.cc/PodcastPremiumFeed
1:02:26 Meme of the Week https://x.com/alistairmilne/status/1858508814305153307
1:02:51 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
📣DONATE TO ROMAN’S CASE https://juicebox.money/@defend-roman-storm
Tornado Cash developer Roman Storm faces decades in prison after being arrested last year for creating open-source privacy tools on Ethereum. His case could define whether code is speech, if developers are liable for bad actors, and if Americans have a right to digital privacy.
With the full force of the U.S. government against him, Roman’s trial this April is a pivotal moment for digital rights. Bankless has contributed $50k to his legal defense—this is about protecting privacy for all of us.
Roman Storm, alongside his lawyer, joins us to discuss The Tornado Cash case and what’s at stake.
------ TIMESTAMPS
0:00 Intro 2:36 Roman’s Spirits 3:58 Who is Roman Storm? 5:40 Why Tornado Cash? 7:06 House raiding experience 8:43 What Roman was charged with 10:00 Why Roman is not guilty 17:10 What’s at stake 22:31 How to help Roman 25:16 Closing & Disclaimers
------ RESOURCES
Donate to Roman’s Case https://juicebox.money/@defend-roman-storm
DeFi Education Fund - Amicus Brief - https://www.defieducationfund.org/_files/ugd/84ba66_063f9d1fd563466cadfa3f5434f918e9.pdf
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Mteam explores why the future of Ethereum Rollups is inevitably based. Many people said this was the most impressive technical talk at the Bankless Summit. I don’t know what you were doing when you were 17 but I was certainly not doing anything like this.
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/98?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 4:12 History of Value Accrual 6:43 So What? 11:57 Ethereum Stats 16:51 Sustainable Value Accrual 18:26 Based Rollup Future 22:57 Questions
------ RESOURCES
Mteam https://x.com/mteamisloading
Presentation Slides https://docs.google.com/presentation/d/1XjpJSYqWu3SO0CydTfiIYYHddpvFOSz0/edit#slide=id.p1
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Arjun gives one of the best non-technical talks at the Bankless Summit that everyone in crypto needs to hear. Do you know why you’re here? Arjun explains the first principle concept of Crypto-Anarchism.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/97?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ RESOURCES
Arjun Bhuptani https://x.com/arjunbhuptani
Presentation Slides https://docs.google.com/presentation/d/1rwqPdrljsFpZvGCxwEwkYpCAX7mFlGS4/edit?usp=sharing&ouid=118091317616904257032&rtpof=true&sd=true
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
For the Bankless Summit’s inaugural episode, Justin Drake shares his reflection on the Beamchain talk he gave earlier in the week at Devcon Bangkok. Additionally, Justin adds some much needed context and important (and very bullish) facets to the Ethereum Roadmap from his perspective.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/96?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES
0:00 Intro 4:00 5-Year Ethereum Roadmap 6:58 Part 1 - Execution 14:56 Part 2 - Data 20:23 Part 3 - Consensus 27:49 Audience Questions 33:00 Closing
------ RESOURCES
Justin Drake https://x.com/drakefjustin
Presentation Slides https://docs.google.com/presentation/d/1Yvzh5q2jjlcW_g95s-7E4Gk5ZL-scM3l/edit#slide=id.p5
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bitcoin keeps going higher… What about Ethereum?
On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI?
------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS & RESOURCES
0:00 Intro
04:08 Markets https://x.com/intangiblecoins/status/1856146168746479673?s=46 https://x.com/robustus/status/1856015427106701675 https://companiesmarketcap.com/assets-by-market-cap/ https://x.com/tier10k/status/1856720083684372950
11:28 ETF Flows https://farside.co.uk/?p=1518 https://x.com/NateGeraci/status/1854882220407701661 https://x.com/woonomic/status/1854910141067673631 https://x.com/EricBalchunas/status/1854281747082477696 https://x.com/EricBalchunas/status/1856346407856112115
16:15 Coinbase Number 1 in Finance Apps https://x.com/JasonYanowitz/status/1856745020230877668
17:58 ETH/BTC Ratio https://pro.kraken.com/app/trade/eth-btc https://www.coingecko.com/en/global-charts https://ultrasound.money/ https://x.com/RyanSAdams/status/1857068158281998357
21:59 Memecoins https://www.coingecko.com/en/coins/peanut-the-squirrel https://www.coingecko.com/en/coins/dogecoin https://x.com/TrumpWarRoom/status/1856500025037037606 https://imgur.com/362Df5M
29:50 FBI Raids Polymarket CEO https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/ https://www.bnnbloomberg.ca/investing/2024/11/13/polymarket-investigated-by-doj-for-allegedly-letting-us-users-bet-on-platform/ https://x.com/RyanSAdams/status/1856817245441401143 https://x.com/shayne_coplan/status/1856808022481539192 https://x.com/shayne_coplan/status/1856838409861386722 https://x.com/jespow/status/1856891151875268974?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
38:24 Devcon Vibe Check https://x.com/EFDevcon/status/1856359485029445677
43:18 Devcon Announcements https://x.com/brantlymillegan/status/1855813557323178067?s=46 https://x.com/EspressoSys/status/1855973751982309624 https://x.com/bioprotocol/status/1856707895590846812 https://x.com/sjdedic/status/1856649048318464349
44:18 Justin Drake’s Beam Chain https://x.com/TrustlessState/status/1856276664877010968 https://imgur.com/a/AKOzd8M https://imgur.com/a/DzWFeh3
53:15 Blackrock’s BUIDL Goes Multichain https://www.prnewswire.com/news-releases/blackrock-launches-new-buidl-share-classes-across-multiple-blockchains-to-expand-access-and-potential-of-buidl-ecosystem-302304035.html https://www.coindesk.com/business/2024/11/14/franklin-templeton-expands-410m-money-market-fund-to-ethereum-blockchain/
54:15 Deutsche Bank Launches ZK Chain https://x.com/Memento_Bc/status/1854126014261272727 https://x.com/gluk64/status/1855480434706260146?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
56:18 Blur is Voting on a Fee Switch https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040 https://x.com/mikeippolito_/status/1856147009927033316?s=46
57:09 Bitwise ETH Staking ETF? https://x.com/bitwiseinvest/status/1856698856336969778
58:40 MicroStrategy Acquires 27,200 BTC https://www.businesswire.com/news/home/20241111351255/en/MicroStrategy-Announces-BTC-and-ATM-Activity-Raised-2.03-billion-Purchased-27200-BTC-Now-Holds-279420-BTC-with-BTC-Yield-of-26.4-YTD
59:32 Phantom Update Cleared Users Wallet https://x.com/mememe69696969/status/1856518115947110780 https://x.com/0xFiyopi/status/1856728042225480139?t=tYq8LUbRdtswq_dAEjusIQ&s=19 https://x.com/phantom/status/1856796137665245455
1:01:42 Aave Launches a Wallet https://family.co/blog/launch
1:02:32 Meme of the Week https://x.com/elonmusk/status/1856523237208797221
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails.
Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode.
------ 📣GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
------ TIMESTAMPS
0:00 Intro 7:11 The AI Agent Story 20:27 Are AI Agents a Fad? 26:33 Smarter More Personalized Models 31:30 What Could Go Wrong? 34:49 Crypto & AI Relation 40:04 How to Invest in AI Agents 50:36 AI Agents Are the Crypto Natives 1:02:05 Crypto AI Isn’t Going Away 1:09:30 Are AI Agents Real Yet? 1:14:17 Crypto AI Layers 1:26:09 Open Source’s Importance & Stacks 1:37:07 Middleware & App Layers 1:42:18 Where VCs Are Allocating 1:48:18 Closing & Disclaimers
------ RESOURCES
Ejaaz https://x.com/cryptopunk7213
Gospel of Goatsie Whitepaper https://pdfupload.io/docs/aae14f87
Truth Terminal https://x.com/truth_terminal
Accelerando https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more!
------ 📣GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
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------ TIMESTAMPS
2:52 Intro 4:18 Background 10:30 Crypto Outlook for 2025 13:23 How High Will Bitcoin Go in 2025? 15:11 "Ethereum Is Incredibly Undervalued" 17:37 Why Ethereum L2's Are MASSIVE 20:26 When Will Ethereum Flip Bitcoin? 24:40 Ethereum Price Prediction 2025 29:03 What's The Next Ethereum of THIS Cycle? 32:10 The Memecoin Supercycle 33:49 Secret to Growing on Social Media 36:26 Thoughts on Cardano 39:56 Best Advice for Crypto Investors
------ RESOURCES
Altcoin Daily Interview https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What is Arthur Hayes buying for 2025?
We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money.
We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
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------ TIMESTAMPS
0:00 Intro 5:11 Does the Election Matter? 13:44 Where are we in the Crypto Cycle? 17:23 Chinese Property Bubble 33:14 Isn’t Bitcoin Illegal in China? 37:45 Fed’s Next Move 45:16 Politics & The Money Printer 49:42 Arthur’s Crypto Portfolio 50:33 ETH as Money? 1:01:42 Is ETH Dead? 1:02:20 Ethena 1:03:46 Memecoins 1:05:42 AI x Crypto 1:09:10 War Scenario 1:18:48 Arthur’s Advice 1:20:28 Closing & Disclaimers
------ RESOURCES
Arthur Hayes Blog https://cryptohayes.medium.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Gary Gensler’s reign of terror is over. It’s ATH week.
With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto.
------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited
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------ TIMESTAMPS & RESOURCES
00:00 The New President https://polymarket.com/elections https://x.com/Reuters/status/1854093869664837997 https://www.perplexity.ai/elections/2024-11-05/us/senate
11:29 Polymarket’s Big Win https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/shayne_coplan/status/1854045045806023002 https://x.com/Polymarket/status/1854248877798674529
19:15 Markets https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://imgur.com/J9TUNmR
25:53 ETF Updates https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/EricBalchunas/status/1854281747082477696
32:02 Post Election Winners https://www.coingecko.com/
33:55 DeFi Renaissance https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/ https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w
39:06 Fed Watch https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm l
40:42 $42 Billion Dollar Bitcoin Bid? https://x.com/saylor/status/1851718391889043954
43:20 Global Dollar Network https://x.com/global_dollar/status/1853558740957405362
48:36 UBS Launches Fund on Ethereum https://www.ubs.com/global/en/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html
50:28 Base Fault Proofs https://x.com/base/status/1851672364439814529 https://x.com/l2beat/status/1853429669204230230
51:34 Roman Storm Trial Delayed https://www.coindesk.com/policy/2024/11/01/tornado-cash-developer-roman-storms-trial-pushed-to-april/ https://x.com/RyanSAdams/status/1853440809644802159
52:03 Devcon https://lu.ma/0bpju5ic
54:54 Permissionless IV https://x.com/Permissionless/status/1854542280301892074 https://x.com/BanklessHQ/status/1853426117157245208
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Alex Thorn, Head of Research at Galaxy Digital, joins us to unpack the impact of last night’s sweeping Republican victory on the crypto landscape. We dive into record-breaking price action, potential shifts in crypto legislation, and the role Polymarket played in election coverage. Tune in for insights on what lies ahead for crypto in this new political climate.
Alex on X - https://x.com/intangiblecoins
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------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
ETH is down bad when compared to SOL & BTC, but is all this narrative following price or something more fundamental?
We’ve got Anthony Sassano on the podcast today. He’s a notable angel investor, ETH bull, and creator of Ethereum podcast The Daily Gwei. Anthony is here to bring us some clarity to all the noise that has been going around the ETH price these days. He answers the criticisms, gives us the bull case and tells us what’s next.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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------ TIMESTAMPS
0:00 Intro 5:01 How is Ethereum Going? 8:52 Why is ETH Down Bad? 19:43 Are L2s Parasitic? 34:02 Is Ethereum Security Overkill? 39:41 ETH vs SOL Metrics 46:32 Making the L1 Great Again 54:41 ETH Pincer Attack 1:01:21 Investors Barbell Strategy 1:05:42 Ethereum’s North Star 1:12:57 ETH Bull Catalysts 1:18:25 Based Rollups 1:28:07 Ethereum’s Marketing Problem 1:37:37 What’s Next for ETH 1:48:46 Closing Thoughts
------ RESOURCES
Anthony Sassano https://x.com/sassal0x
The Daily Gwei https://www.youtube.com/c/TheDailyGwei
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What exactly are Based Rollups?
We’ve brought Ethereum Researcher and Bankless recurring guest, Justin Drake, to give us his reasoning on why he thinks the future of Ethereum is Based.
A handful of teams are already working on this Based Rollup future so, with this episode, and perhaps a few more, we’re front running it all and getting you downloaded on all things Based Rollups. Enjoy!
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-justin-drake-based-rollups
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------ TIMESTAMPS
0:00 Intro 5:51 How’s the Roadmap Going? 12:34 The Most Logical Progression 16:53 Aggregating DeFi Apps 23:43 What Based Rollups Solve 44:01 Ethereum as the Sequencer 49:59 Based Rollups Core Advantages 58:39 Shared Sequencers vs Based Rollups 1:10:37 Based Rollups & Superchain 1:26:48 Ethereum L1 Capacity 1:33:49 Impact on ETH Economics 1:35:00 Impact on DeFi 1:37:48 Impact on User Experience 1:42:04 ETH Value Accrual 1:53:59 Trade-Offs 1:59:17 Bankless Summit 2:01:26 Closing & Disclaimers
------ RESOURCES
Justin Drake https://x.com/drakefjustin
Based Rollups https://ethresear.ch/t/based-rollups-superpowers-from-l1-sequencing/15016
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
It's The Bankless Friday Weekly Rollup! In this episode, we dive into the rise of AI agents on blockchain, a surge in Bitcoin inflows ahead of a Trump-favored election, Ethereum “blobs” entering price discovery, and speculation around Microsoft potentially buying Bitcoin. ------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion ------ BANKLESS SPONSOR TOOLS:
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------ TIMESTAMPS & RESOURCES 00:00:00 Start
00:04:03 Markets https://pro.kraken.com/app/trade/btc-usd https://x.com/caprioleio/status/1850831666119623006 https://x.com/EricBalchunas/status/1850884568553013459 https://x.com/jords/status/1850983097808175152?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://www.coingecko.com/en/global-charts
00:13:52 L2 Update https://x.com/peterschroederr/status/1850556872727945285 https://x.com/dimahledba/status/1851535737482604681?s=46 https://x.com/dimahledba/status/1851183188288127237?s=46 https://x.com/dylankugler/status/1850997725111669044 https://x.com/sreeramkannan/status/1851616723197428109
00:18:23 Blobspace https://x.com/timjrobinson/status/1851222351524036855 https://x.com/0xbreadguy/status/1851244266137510063?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:28:27 Election Updates https://polymarket.com/elections https://newsroom.aboutrobinhood.com/introducing-the-presidential-election-market/ https://x.com/amitisinvesting/status/1850868412806746217
00:35:02 AI Agents https://x.com/truth_terminal https://www.coingecko.com/en/coins/goatseus-maximus https://app.virtuals.io/virtuals/68 https://terminal.virtuals.io/ https://x.com/wojtekwtf/status/1850835219160416486 https://warpcast.com/aethernet https://x.com/tee_hee_he https://x.com/MurrLincoln/status/1850226148594082120
00:50:16 US prosecutors are investigating Tether https://www.wsj.com/finance/currencies/federal-investigators-probe-cryptocurrency-firm-tether-a13804e5 https://x.com/paoloardoino/status/1849876338573799912
00:55:14 OP Foundation Gave 425M OP To Ink https://www.coindesk.com/tech/2024/10/29/optimism-foundation-agreed-to-give-kraken-425m-of-op-tokens-in-layer-2-deal/ https://x.com/Fwiz/status/1851280684473897466
00:57:35 RocketPool Upgrade https://x.com/drjasper_eth/status/1849206972702228482
00:59:37 Microsoft Buying Bitcoin? https://x.com/jameslavish/status/1849598011082670387 https://x.com/saylor/status/1849790766945587241
01:01:17 SEC NFT Trolling https://x.com/brianlfrye/status/1851118844766535860 https://www.youtube.com/watch?v=96Cyp-nsL6k
1:04:44 Meme Of The Week https://x.com/GoldTelegraph_/status/1850667711355113621
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The collision between crypto and AI agents has officially begun. Matthew Stephensen of Pantera Capital research partner and author of “Crypto: Picks and Shovels for the AI Gold Rush,” joins us today.
We dive into the world of autonomous AI agents on blockchains, discussing the evolving role of agents, AI-driven market changes, and whether blockchain is the natural substrate for AI. Matt sheds light on topics from agent liability and regulatory challenges to infrastructure value capture and the "picks and shovels" approach to investing in AI-driven crypto tech.
Are AI agents on blockchains the obvious future? And how do scarcity and abundance interact in this new era? Join us as we tackle these questions and more, exploring what the future might hold at the intersection of AI, autonomy, and blockchain.
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------ TIMESTAMPS
0:00 Intro 5:34 Crypto x AI Narrative Shift 6:39 AI & Economic Agents Explained 11:50 GOAT Memecoin Summary 23:15 Were AI Crypto Agents Obvious? 25:18 Luna AI Token & Terminal 29:41 Consequences? Is This Life? 33:27 Exciting Use Cases 40:27 Sam Altman Quote Importance 42:33 Wealth Generation Process & Blockspace 48:15 Programmable Money & Agent MEV 56:14 The AI Agent & Memecoin Thesis 1:03:03 Government & Society Reaction Predictions 1:11:09 No Off Buttons?... 1:13:40 DePin & AI 1:16:45 AI Agent Blockspace Demand 1:19:15 Closing & Disclaimers
------ RESOURCES
Matthew Stephenson https://x.com/stephensonhmatt
Crypto's Role In The AI Revolution https://panteracapital.com/blockchain-letter/cryptos-role-in-the-ai-revolution/#crypto-ai-gold-rush
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Nation, we’ve got the hottest debate in crypto right now: Are L2s extensions of Ethereum?
On one side, we’ve got Kyle Samani and Max Resnick proposing that the current Ethereum Rollup-Centric Roadmap is off-track. On the other side we’ve got David Hoffman and Jill Gunter defending L2s as successful extensions of Ethereum.
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------ TIMESTAMPS
0:00 Intro 8:54 Defending “Extensions of Ethereum” 16:33 Interoperability Standards 25:36 Are L2s Parasitic to Ethereum? 32:37 ETH Economics & Value Accrual 41:30 Solana vs Ethereum L2s 49:09 Closing Thoughts
------ RESOURCES
Kyle Samani https://x.com/KyleSamani
Max Resnick https://x.com/MaxResnick1
Jill Gunter https://x.com/jillrgunter
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week, a record-breaking billion-dollar crypto acquisition has caught mainstream attention, highlighting its significance for the stablecoin market’s future. Kraken joined the Layer 2 race, while Worldcoin launched its own L2, WorldChain, and Scroll’s airdrop received mixed reactions from recipients. Meanwhile, Paul Tudor Jones is bullish on crypto as a hedge, while Michael Saylor stirred controversy by criticizing self-custody, calling it a move for “losers.” ------ 📣 0x v2 | NEXT GEN PRICING ENGINE https://bankless.cc/0x ------ BANKLESS SPONSOR TOOLS:
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/84?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00 Start 02:23 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://x.com/DegenerateNews/status/1849120571222536262 https://www.coingecko.com/en/global-charts
06:22 L2 Updates https://l2beat.com/scaling/summary https://x.com/lukeyoungblood/status/1849217477668171831?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/lukeyoungblood/status/1849217477668171831? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
08:09 Paul Tudor Jones Bullish Bitcoin https://x.com/WatcherGuru/status/1848735063615152136
10:46 Election Check In https://polymarket.com/elections https://x.com/Polymarket/status/1849451658788384797
15:26 Kraken's New L2 https://x.com/inkonchain/status/1849443457883885801 https://inkonchain.com/en-US
19:23 Stripe's $1 Billion Dollar Bet https://x.com/Stablecoin/status/1848390849215730100 https://x.com/zcabrams/status/1848391342524641533 https://x.com/benhoneill/status/1848390493425504388 https://x.com/cburniske/status/1848108613631390155
22:24 Michael Saylor Against Self Custody? https://x.com/AdamSimecka/status/1848131598044074289 https://x.com/Sina_21st/status/1848450657205789161 https://x.com/ErikVoorhees/status/1848754319019151873 https://x.com/VitalikButerin/status/1848876323026178429 https://x.com/ercwl/status/1848737997463695827
28:59 Balance on CEX's https://x.com/leonwaidmann/status/1848780740969795917? s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
32:38 Uniswap Integrated Across https://x.com/AcrossProtocol/status/1849106135443202069 https://x.com/danrobinson/status/1849142590131904650 https://x.com/TrustlessState/status/1849182167748022600
35:47 Scroll Airdrop https://scroll.io/blog/introducing-scrolls-first-airdrop-a-celebration-of-the-global-community https://claim.scroll.io/ https://x.com/Andrey_10gwei/status/1848441546645135672 https://x.com/redhairshanks86/status/1848653068554166339
39:12 Ethereum Blobs https://x.com/Data_Always/status/1848789160888332340
42:46 WorldCoin launches 'World Chain' L2 https://world.org/blog/announcements/world-chain-now-open-every-human
48:46 Central Bankers https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4985877 https://www.minneapolisfed.org/research/working-papers/unique-implementation-of-permanent-primary-deficits
52:11 Buenos Aires Issues Decentralized ID's https://zksync.mirror.xyz/kWRhD81C7il4YWGrkDplfhIZcmViisRe3lnsmbvOEmg
56:19 Nigeria Drops Charges https://www.bloomberg.com/news/articles/2024-10-23/nigerian-court-releases-binance-executive-jailed-since-february
57:44 Meme Of The Week https://x.com/TrustlessState/status/1849206541255389459 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Optimism’s Ben Jones and Kraken’s Andrew Koller join us today to talk about Kraken’s latest release. Kraken is launching Ink, a blockchain built on the OP Stack, joining the Superchain to scale Ethereum. Ink offers 1-second block times and connects users to top DeFi applications while contributing to a unified ecosystem.
Kraken will share revenue with the Optimism Collective and participate in OP Governance, alongside major players like Coinbase and Uniswap. Ink’s mainnet is set to launch in early 2025, focusing on onchain wealth management and developer engagement.
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------ TIMESTAMPS
0:00 Intro 5:43 Ink Explained 10:23 What Happens on Ink? 12:52 Technicalities of Ink 14:00 Kraken x Ink Synergy & Goals 16:15 Why Superchain? 17:36 Ink Roadmap 19:08 Scaling Ink 24:41 Wen Superchain Promise 33:19 Superchain 2025 Forcast 37:36 Kraken BTC x Ink 38:38 $INK 39:35 Superchain Economics 48:28 What’s Next? 51:30 Closing & Disclaimers
------ RESOURCES
Ink
http://inkonchain.com
Kraken https://x.com/krakenfx
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode of Bankless Takes we dive into the growing sentiment that Ethereum is losing its edge, with its roadmap straying and competitors catching up. We’ve spent a long time evaluating these arguments, and today, we give our take on the Ethereum Roadmap Wars. This is our best take on how the debate unfolds and why, in the end, we’re still bullish on Ethereum’s future.
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------ TIMESTAMPS 00:00 Start 03:24 The Roadmap Wars 12:22 What Are The Wars Really About? 25:40 Roadmap Proposed Solutions 35:03 Why Are We Fighting Over DeFi 39:15 What Do We Do About It? 44:59 Where Will DeFi End Up? 50:23 What About $ETH The Asset? 53:43 The Bull Case For ETH
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Omid Malekan, an adjunct professor at Columbia Business School and author of multiple books on crypto joins us. Omid shares his insights on the evolution of blockchain, the concept of digital scarcity, and the future of decentralized finance. Drawing from his experiences in both traditional finance, his teachings, and the crypto industry. Omid also discusses how blockchain offers a fundamentally new way to build trust and redefine property rights in the digital world and his best arguments for why ETH is better than SOL.
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-omid-malekan
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------ TIMESTAMPS
0:00 Intro 5:52 Omid Malekan’s Crypto Background 9:31 Transitioning from TradFi to Crypto 14:51 Explaining Blockchain to Crypto Newcomers 21:10 The Fear in Crypto Transactions 24:53 Blockchain as a New Financial Architecture 28:07 What New Crypto Users Get Wrong 32:06 Not All Blockchains Are Equal 39:25 Qualitative & Quantitative Block Space 41:49 Lessons from Traditional Finance 46:36 Modular Design in Blockchain Systems 1:01:30 Envisioning Crypto's Endgame 1:09:25 Ether's Value Proposition and Role 1:20:28 Opportunities for High-Quality Liquid Assets 1:23:38 Ether as the Money of the Internet 1:36:55 Settlement Assurances and the Future of Ether 1:44:07 Crypto Cycles and Future Gains 1:45:29 Own Podcast? 1:46:22 Closing & Disclaimers
------ RESOURCES
Omid Malekan https://x.com/malekanoms
Omid's Books https://www.amazon.com/Re-Architecting-Trust-History-Markets-Platforms/dp/1732027331 https://www.amazon.com/Story-Blockchain-Beginners-Technology-Understands/dp/1732027307
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
With 17 days to the election, Trump launched WLFI token sales, while Kamala’s positive crypto comments sparked reactions. Polymarket shows Trump at 62%—can that be real?
In Ethereum, despite price drops, Fuel launched a high-performance L2, and Paradigm introduced its own with Reth at the core.
Meanwhile, Saylor plans a Bitcoin Bank, and Kraken is rolling out wrapped Bitcoin.
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🪄MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/80?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES
0:00 Intro
4:17 Markets, L2 Update, & Blobs https://farside.co.uk/?p=1518 https://x.com/Evan_ss6/status/1846592303143776269 https://x.com/growthepie_eth/status/1845076141054345464 https://x.com/ryansadams/status/1845111043250393569 https://x.com/sassal0x/status/1846458384842916143 https://dune.com/hildobby/blobs https://x.com/litocoen/status/1846455792461140222 https://imgur.com/a/hGxZIyT https://x.com/pythianism/status/1846502438624231605 https://x.com/EricBalchunas/status/1845944946991276494
21:52 What’s going on on Polymarket? https://polymarket.com/event/presidential-election-winner-2024?tid=1729178339570 https://x.com/RyanSAdams/status/1846660964105453836 https://x.com/fewture/status/1846667819200795038 https://x.com/adamscochran/status/1846677802583838768 https://x.com/divine_economy/status/1846677795423785150 https://www.natesilver.net/p/whats-behind-trumps-surge-in-prediction https://x.com/fozzydiablo/status/1846369866091319743 https://x.com/fozzydiablo/status/1846647506446246089 https://x.com/hosseeb/status/1846395633806331914
31:12 Let’s check in on Trump and Kamala - 17 Days until election First Trump - kicked off World Liberty Financial token sale https://x.com/realDonaldTrump/status/1845179557852377508 https://x.com/tier10k/status/1846641132731552018 https://x.com/RyanSAdams/status/1845926256292122767
34:43 Then Harris - said something about crypto - appreciates the help of crypto in broadening access to wealth https://kamalaharris.com/wp-content/uploads/2024/10/FMfcgzQXJZxzLGgcKmSNQSXCRKXShwxJ.pdf https://x.com/RyanSAdams/status/1845920172638605768 https://x.com/Matt_Hougan/status/1845832802316751251 https://x.com/BanklessHQ/status/1846552111217045904 https://elections2024.thehill.com/massachusetts/massachusetts-senate-warren-deaton/ https://polymarket.com/event/massachusetts-us-senate-election-winner?tid=1729152612507
46:16 Galaxy researched released their Crypto policy scorecard https://x.com/intangiblecoins/status/1845845163588907486
51:29 Kraken with a big release…Wrapped BTC - KBTC https://www.coindesk.com/business/2024/10/17/crypto-exchange-kraken-launches-wrapped-bitcoin-token-kbtc/
52:17 Fuel mainnet is live! https://x.com/fuel_network/status/1846536888003313786
53:54 Paradigm is launching a new L2, Odyssey https://x.com/gakonst/status/1844757392061542781 https://x.com/danrobinson/status/1844759810421805069
55:49 Conduit introduced Conduit G2 https://x.com/conduitxyz/status/1846567345864536468
57:41 Michael Saylor wants to turn Microstrategy into a Bitcoin bank https://x.com/isoandso/status/1844772434991325287
59:15 Italy will raise capital gain tax on Bitcoin from 26% to 42% https://www.reuters.com/markets/europe/italy-stiffens-terms-digital-services-tax-2025-budget-2024-10-16
1:00:41 Bankless Summit is coming! https://x.com/TrustlessState/status/1846722706919838081
1:02:34 Meme of the Week, David’s Fight & Kyle Samani Drama https://x.com/Jesseeckel/status/1845491020492124361 https://x.com/sgoldfed/status/1846183598832959617
1:06:29 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Announcing: The Bankless Summit
The Saturday after Devcon (Nov 16th) Bankless is hosting a single day of the most interesting talks and conversations in Ethereum!
Sit back and enjoy as Bankless curates the most interesting speakers in Ethereum while we let them speak!
Get tickets here: https://lu.ma/0bpju5ic
BANKLESS CITIZEN PERK: 70% OFF THE TICKETS! https://www.bankless.com/join
A16z’s 2024 State of Crypto Report is out!
Bankless reviews these reports every year so we can get caught up on everything happening in Crypto. That's why we’re bringing a16z Crypto CTO Eddy Lazzarin and Data Scientist Daren Matsuoka.
Expect to learn how 2024 contrasts to 2023, crypto adoption signals, innovations in every sector from policy to scaling and stablecoins to zk cryptography. And most importantly, why the price innovation cycle is here to stay. Enjoy!
------ 🎮 B3 | THE FUTURE OF ONCHAIN GAMING https://bankless.cc/b3
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🪄 MAGIC EDEN | HOME OF WEB3 https://magiceden.io/
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE https://0g.ai/
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/79?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:53 Vibe Check 7:00 Target Audience 9:16 2023 Contrast 12:14 How Big is Crypto? 21:23 Desktop vs Mobile Adoption 25:13 Crypto Policy 29:34 Stablecoins 36:24 Ethereum Gas Fees 46:09 Scaling 48:24 ZK Cryptography 58:30 Applications 1:00:23 Crypto x AI 1:06:23 DeFi vs Centralized Services 1:09:27 Builders 1:12:09 Price Innovation Cycle 1:16:14 Reflections on 2024 1:19:37 Closing & Disclaimers
------ RESOURCES
A16z 2024 State of Crypto Report
Eddy Lazzarin https://x.com/eddylazzarin
Daren Matsuoka https://x.com/darenmatsuoka
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us today is Kain Warwick. Not to fight, but to talk about his exciting new project called Infinex.
Infinex aims to replace crypto's centralized exchange experience and bring it all onchian. It's ambitious, but if it works, could change the way we think about DeFi and navigate across chains forever.
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/78
------ TIMESTAMPS 00:00:00 Intro 00:04:29 Infinex 00:12:44 The Infinex Tech Stack 00:20:45 Optimizing Across Protocols 00:27:00 The Centralization Tradeoff 00:29:04 Key Tech Unlocks 00:34:48 Managing Protocol Risk 00:42:33 Transaction Experience & Security 00:50:40 Patron Sale 00:56:55 Future Growth Plans 01:00:29 Fight Commentary
------ RESOURCES Kain Warwick - https://x.com/kaiynne
Infinex - https://x.com/infinex_app
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This Weekly Rollup was recorded IRL at Permissionless III. We discuss HBO revealing the identity of Bitcoin’s creator, Uniswap’s Unichain announcement, the new FBI token and David Hoffman vs. Kain Warwick upcoming fight.
------ 🎮 B3 | THE FUTURE OF ONCHAIN GAMING https://bankless.cc/b3
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
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------ TIMESTAMPS & RESOURCES
0:00 Intro 3:04 Markets 6:14 US Economy https://www.cnbc.com/2024/10/04/september-2024-us-jobs-report.html https://www.noahpinion.blog/p/let-us-pause-to-appreciate-the-remarkable 13:28 Uniswap Announces Unichain https://x.com/Uniswap/status/1844363396382408774 https://x.com/TaikiMaeda2/status/1844363706798571828 https://x.com/0xCygaar/status/1844377718479257864 https://x.com/haydenzadams/status/1844363698485198899 https://x.com/delitzer/status/1844364429389070699 https://x.com/VitalikButerin/status/1575772104678510592 https://x.com/danrobinson/status/1844407479528194262 https://x.com/haydenzadams/status/1844411400523067599 https://x.com/Fwiz/status/1844375503601594594 https://x.com/gluk64/status/1844388796290183302 https://youtu.be/0g8Pc-jytkc?si=ibjntDmkIXN0uDBR 30:55 HBO Reveals Satoshi Identity? https://x.com/crypto_div/status/1843838385913258387 https://x.com/MarcHochstein/status/1843768871318372562 https://x.com/peterktodd/status/1843957196830441766 https://polymarket.com/event/who-will-hbo-doc-identify-as-satoshi https://x.com/ki_young_ju/status/1843872372627255541 https://x.com/HalieyWelchX/status/1844038238408990871 37:23 FBI Coin https://www.reuters.com/legal/us-charges-18-people-companies-cryptocurrency-fraud-2024-10-09/ https://x.com/esatoshiclub/status/1844095224907432441 https://x.com/tier10k/status/1844106925149126887 https://x.com/loomdart/status/1844108582511575289 https://polymarket.com/event/ansem-criminal-charges-in-2024?tid=1728573367331 https://x.com/zachxbt/status/1843940648430493906 46:02 Crypto.com SEC Wells Notice https://crypto.com/company-news/complaint https://www.foxbusiness.com/media/sec-commissioner-confesses-crypto-approach-has-fueled-disaster-whole-industry?src=wgna https://x.com/lex_node/status/1843651871522861187 https://www.politico.com/newsletters/morning-money 50:10 New EIP-7781 https://x.com/0xcygaar/status/1842985189124997362?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://github.com/ethereum/EIPs/pull/8931#issuecomment-2395026393 https://x.com/VitalikButerin/status/1841756178692358587 53:32 IMF vs Bitcoin https://x.com/samcallah/status/1842193389569143027 55:22 World Liberty Financial New Details https://thedefiant.io/news/defi/trumps-world-liberty-financial-proposes-aave-deployment-on-ethereum https://www.theblock.co/post/320430/trump-world-financial-liberty-raise 58:47 Permissionless III https://x.com/Ethereum_Women/status/1844051472335671694 https://x.com/Jesseeckel/status/1844196686484341067 https://x.com/benlakoff/status/1844394966925324694 1:02:57 David Hoffman vs Kain Warwick https://polymarket.com/event/hoffman-vs-warwick?tid=1728578327494 https://x.com/TrustlessState/status/1844388312771068402 1:05:55 Moment of Zen
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Unichain Is Here! Joining us today is Hayden Adams of Uniswap and Karl Floersch of Optimism to explain the exciting new release and vision for the future of Ethereum and appchains.
🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-announcing-uni
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/76?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS 00:00:00 Start 00:05:51 Announcing Unichain! 00:11:51 How Will Unichain Work? 00:17:21 Superchain And Interoperability 00:19:38 Superchain Enhancements 00:26:12 Unichain User Experience 00:30:43 What About Other Superchains? 00:38:49 Unfragmenting The Fragmentation 00:43:58 Coordinating All Of Ethereum 00:49:08 UNI Token 00:52:47 Should DeFi Live On L1? 00:57:57 What Success Looks Like 01:01:15 The Path To Superchain 01:03:19 Release Dates
------ RESOURCES
Unichain: https://unichain.org/
Hayden: https://x.com/haydenzadams
Karl: https://x.com/karl_dot_tech
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today Jake Chervinsky is back on the podcast to discuss Tornado Cash developer Roman Storm's court case and its implications on DeFi and the crypto industry. Could DeFi be made illegal in the United States? Are DeFi developers going to be prosecuted if criminals use their code? Is it just DeFi? What other sectors could be at risk? The answers to these and many other questions are discussed in today’s episode.
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/75?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS 0:00 Intro 4:44 Roman Storm’s Case 12:52 Is DeFi at Risk? 18:20 The Ruling & Its Implications 21:29 Money Transmission Explained 25:52 Roman Storm’s Arrest 30:54 Are All DeFi Protocols At Risk? 36:17 Prosecution of Privacy 43:11 What This Ruling Means & What’s Next 48:41 Best & Worst Case Scenario 53:11 Other Sectors At Risk 57:35 Other Cases 1:03:48 Totalitarian Nightmare 1:08:21 SEC Updates 1:12:00 US Election 2024 1:17:30 Geofencing 1:23:21 Are We Winning & Conclusion ------ RESOURCES
Jake Chervinsky https://x.com/jchervinsky
Jake Chervinsky’s Tweet https://x.com/jchervinsky/status/1839412423096467753
A Practical Guide to Geofencing https://variant.fund/articles/practical-guide-to-geofencing/
Defend Roman Storm https://juicebox.money/@defend-roman-storm
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode, we sit down with Nico Perrino, a leading advocate for free speech and individual rights, currently serving at the Foundation for Individual Rights and Expression (FIRE). Nico shares his views on the increasing government control over digital speech, the role of social media, and how misinformation and disinformation are shaping our society.
We dive deep into the debate around censorship, the dangers of having a "Ministry of Truth," and the future implications of AI on free speech. Whether it’s the growing concerns about misinformation or the battle between government intervention and freedom of expression, Nico gives us a fresh perspective on navigating these complex issues.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/74?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 2:46 Nico Perino: Free Speech Advocate Introduction 3:17 Social Media Misinformation & AI Concerns 7:14 Debating 1984 & Ministry of Truth 11:49 Misinformation, Fractured Sources, & Consensus 16:36 John Kerry on Governance & Free Speech 21:56 Fractured Truth: Media Referees & COVID 23:26 Morlocks Trap: Conspiracy Theories and Control 24:23 Misinformation Amplified by Algorithms & Bias 32:56 AI as a Tool for Finding Truth 36:59 Misinformation vs. Disinformation 39:58 The Pavel Durov Case 46:50 Comparing Telegram & Apple Encryption Cases 48:05 Brazil's Ban on X & VPN Penalties 52:58 Balkanization of the Internet and Free Speech 56:10 UK Online Safety Act 59:46 Global Misinformation Laws: Australia to U.S. 1:08:00 Government's Role in Protecting Free Speech 1:12:50 Bottom-Up Solutions for Truth & Speech 1:20:23 Inevitability of Censorship's Failures 1:22:33 Advancing Free Speech 1:23:01 Closing & Disclaimers
------ RESOURCES
Nico https://x.com/NicoPerrino
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode, we discuss escalating global tensions and their impact on crypto markets, questioning whether Bitcoin is a risk-on or risk-off asset in times of instability. We cover legal developments around Tornado Cash, the potential for an XRP ETF amid SEC scrutiny, and Visa’s new fiat tokenization platform on Ethereum. Plus, don’t miss details on the upcoming Kain vs. David fight at Permissionless! ------ 📣 0x v2 | NEXT GEN PRICING ENGINE https://bankless.cc/0x ------ BANKLESS SPONSOR TOOLS:
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/73?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & Resources
00:00 War And Crypto https://x.com/PeterKwoba2/status/1841177421179183405 https://x.com/lexfridman/status/1841253627190517785 https://www.coindesk.com/markets/2024/10/02/bitcoin-regains-61k-in-worst-start-to-most-bullish-month-as-israel-iran-tensions-rage-on/ https://x.com/legendarygainz_/status/1840733999930413127 https://x.com/VitalikButerin/status/1840944416997195974
08:49 Markets https://pro.kraken.com/app/trade/btc-usd https://farside.co.uk/btc/ https://x.com/NateGeraci/status/1840036803404800018 https://www.coingecko.com/en/global-charts
12:26 L2 Update https://l2beat.com/scaling/summary https://www.growthepie.xyz/chains/ethereum https://www.coingecko.com/
17:57 Rate Cuts https://x.com/Cointelegraph/status/1840819209879896455
22:58 Tornado Cash Updates https://x.com/BanklessHQ/status/1839408070524547246 https://www.theblock.co/post/318417/tornado-cash-founder-roman-storm-to-face-trial https://x.com/jchervinsky/status/1839478184808460325 https://juicebox.money/@defend-roman-storm
32:21 Ripple ETF? https://x.com/BitwiseInvest/status/1841464422557954168 https://x.com/NateGeraci/status/18412784213655720187 https://x.com/EleanorTerrett/status/1841586154258285021
35:10 SEC Director Updates https://x.com/SECGov/status/1841548406029754524 https://x.com/GOPMajorityWhip/status/1841560880955158916 https://x.com/jchervinsky/status/1841572472195305651
38:57 Visa Launch On Ethereum https://blockworks.co/news/visa-to-help-banks-test-tokenized-assets-smart-contracts
40:30 Vitalik On Alignment https://vitalik.eth.limo/general/2024/09/28/alignment.html https://x.com/RyanSAdams/status/1840026201999495332
43:08 Pectra Upgrade https://www.youtube.com/live/PWhn8KdgCl8?si=2dyOikXU9ja7lbji&t=2762 https://github.com/ethereum/pm/issues/1153#issuecomment-2377002932
47:32 Coinbase's New Exec https://x.com/jessepollak/status/1840929040854892966?s=46
48:14 Polymarket https://x.com/shayne_coplan/status/1840033666723938669?s=46
49:01 The gm Heard Round The World https://x.com/cz_binance/status/1839861237850497271?s=46
49:26 North Korea https://x.com/skesslr/status/1841421864779833494
54:35 Fight Prep https://x.com/TrustlessState/status/1841094626108748128 https://x.com/kaiynne/status/1841642359378829411 https://polymarket.com/event/hoffman-vs-warwick?tid=1727184262347
If you don’t have your tickets yet, Bankless has something for you! Bankless listeners - 10% off tickets with BANKLESS10 Bankless citizens - 30% off tickets with the link in the shownotes https://bankless.cc/PermissionlessDiscount
If you do have tickets and you are a Bankless citizen, don’t forget to sign up for the Bankless Meetup! https://lu.ma/yj5pdeqe
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode, we speak with CFTC Commissioner Summer Mersinger about the rapidly changing world of cryptocurrency regulation. Commissioner Mersinger provides a detailed look at the differences between the CFTC and SEC, their roles in overseeing digital assets, and how the regulatory landscape is evolving with DeFi and crypto markets. She discusses the CFTC’s recent dissent in the Uniswap case, the challenges of classifying assets as commodities or securities, and the implications of U.S. regulations on the global crypto industry.
Whether you're a crypto enthusiast, a DeFi developer, or just curious about how the U.S. government is approaching these new technologies, this episode offers invaluable insights into the future of crypto regulation.
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⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/72?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:20 Commissioner Mersinger 8:20 CFTC vs. SEC Regulation Differences 9:44 Assets: Commodities vs. Securities 21:59 Consensus on Digital Assets as Commodities 26:03 CFTC vs. SEC Rivalry Dynamics 28:25 Bureaucracy a Feature or Bug? 29:34 Overregulation in Crypto: CFTC vs. SEC 36:15 Uniswap Case: CFTC Enforcement Action 47:41 The Regulatory Paradox of Decentralized Finance 1:00:09 CFTC Enforcement Decision-Making Process 1:02:02 Addressing Crypto Prediction markets in crypto 1:15:08 Engagement for Productive Crypto Future 1:19:52 Continuing engagement and conversation is essential 1:20:55 Closing & Disclaimers
------ RESOURCES
Commissioner Summer Mersinger https://x.com/cftcmersinger
Commissioner Mersinger’s Dissent https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090424
Uniswap Action https://www.cftc.gov/PressRoom/PressReleases/8961-24
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The exploration of the Ethereum Roadmap continues.
Today on the show we’re bringing back Mike Neuder who was just on the show to give his defense of the Ethereum Roadmap and we’re also joined by Blockworks Mike Ippolito who brings a wealth of knowledge from around the crypto industry to add his thoughts to the conversation.
We cover the essence of Ethereum, the current state of rollups, value accrual and much more. We end the podcast with just overall bullish vibes and reflecting on what will take to make the promises of the crypto industry manifest in reality. Enjoy!
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
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------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/71?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 7:29 The Essence of the Argument 17:50 Ethereum and Rollups 33:00 Ethereum’s Schism 40:23 Value Accrual 59:30 Nation State Resistance 1:04:52 The Bull Case for Crypto 1:10:03 What Will Take 1:16:25 Closing & Disclaimers
------ RESOURCES
Mike Ippolito https://x.com/mikeippolito
Mike Neuder https://x.com/mikeneuder
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Do you remember the 2008 crisis? It left a mark on many of us, fueling a distrust of bankers and politicians, and leading us to crypto as an alternative to the broken system.
Today’s guest, Austin Campbell, a professor and former Chief Risk Officer at Paxos, explains how crypto, especially stablecoins, can protect everyday Americans from the risks of traditional banks. He’s here to show why the middle class should care about the future of finance.
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-austin-campbell-interview
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/70?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:18 Austin’s Tweet Defending Crypto 13:55 How the Banking System Works 23:19 Who Manages Bank Risk? 32:37 Depositor Bailouts 41:36 Stablecoin Solution? 59:51 Stablecoin Impact on Banks 1:06:44 U.S. Payments Outdated? 1:10:15 Global Implications of Crypto Adoption 1:17:46 U.S. Regulatory Stance on Crypto 1:24:55 Anti-crypto Policy Motivation 1:32:13 Austin's Advice to Crypto Community 1:35:22 Closing & Disclaimers
------ RESOURCES
Austin Campbell https://x.com/CampbellJAustin
Must Read Threads https://x.com/CampbellJAustin/status/1817590780879397114 https://x.com/CampbellJAustin/status/1821591319816581469 https://x.com/campbelljaustin/status/1823362155984388226
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week we break down China’s massive new economic stimulus package, its biggest move since the pandemic and what it could mean for the global markets. Gary Gensler faced intense bipartisan grilling in Congress, and Nic Carter dropped shocking new insights on ChokePoint 2.0’s legal implications. Plus, Eigenlayer’s token unlock is finally here after months of non-transferability. We’ll also dive into the key moments from Solana’s Breakpoint Conference. Buckle up.
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS & Resources
00:00:00 Kamala's Pivot? https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan https://twitter.com/standwithcrypto/status/1838327263953326469 https://x.com/EleanorTerrett/status/1839041447007342919 https://www.theblock.co/post/317636/vp-harris-says-shell-encourage-crypto-business-while-protecting-consumers-at-wall-street-fundraiser-bloomberg https://x.com/TrustlessState/status/1838578494462189990 https://x.com/mcuban/status/1838667484905578704?s=46 https://www.axios.com/2024/09/23/harris-embraces-crypto-overture-young-men https://x.com/Zachary/status/1839260651614568845
00:14:17 Markets https://pro.kraken.com/app/trade/btc-usd
00:16:39 ETH Options Approved https://x.com/EricBalchunas/status/1837240128588169587 https://x.com/kellyjgreer/status/1824168136637288912
00:19:16 Movers Of The Week https://www.coingecko.com/en/coins/sei https://x.com/VitalikButerin/status/1838809754002690403
00:22:10 The Beijing Bazooka https://x.com/JustDeauIt/status/1839152089718538572 https://finance.yahoo.com/news/what-chinas-biggest-stimulus-since-the-pandemic-means-for-us-investors-morning-brief-100039804.html https://x.com/deitaone/status/1839235182294913315?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
00:29:55 The Roast Of Gary Gensler https://x.com/BanklessHQ/status/1838602362841374762 https://x.com/BanklessHQ/status/1838613533061230618 https://x.com/BanklessHQ/status/1838621580546425045
00:38:25 Jail Updates https://www.reuters.com/world/us/bankman-frieds-ex-girlfriend-ellison-be-sentenced-over-crypto-fraud-2024-09-24/ https://x.com/autismcapital/status/1838661563663945804
00:44:23 Crypto Bank Crackdown Exposed https://x.com/nic__carter/status/1836858969241100776
00:54:25 EIGEN Unlock https://x.com/eigenfoundation/status/1838270195246170553 https://x.com/JimmyRagosa/status/1839272870809076003
00:55:55 Solana Breakpoint Recap https://x.com/solana/status/1837035324587028567 https://x.com/solanamobile/status/1836614409613119632 https://x.com/solanafloor/status/1837038360101007577?s=46
00:59:05 Telegram Founder Updates https://www.bbc.com/news/articles/cvglp0xny3eo
01:00:32 Raises https://blog.celestia.org/celestia-foundation-raise/ https://x.com/infinex_app/status/1838730410710446144
01:03:57 David Fight Updates https://polymarket.com/event/hoffman-vs-warwick
01:08:26 Meme Of The Week https://x.com/spreekaway/status/1837128008169095172?s=46 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Representative Ro Khanna, a Congressman from California and a key advocate for crypto within the Democratic party joins us on today’s episode. We discuss his efforts to bring crypto into the mainstream, including recent meetings he's helped broker between the White House, the Kamala Harris campaign, and key figures from the crypto industry. We explore the challenges and opportunities for the Democrats to embrace pro-crypto policies, the potential future of crypto regulation, and how this could shape the party's platform moving forward.
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------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/68?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 6:08 Harris vs. Trump Debate Reaction 8:58 Kamala Admin's Crypto Silence 11:27 Pro-Crypto Meetings with Democrats 17:01 Biden, Warren, & Crypto Stances 21:43 Future of Crypto Under Harris? 24:09 Ideal Democratic Crypto Policy 27:37 Kamala's Plans for Gary Gensler 28:37 Crypto Advocates in the DNC 30:43 Convincing Undecided Democrats on Crypto 33:27 Future of DeFi Regulation 34:58 Explaining DeFi Benefits to Democrats 37:50 Educating on Crypto's Transparency 39:55 Crypto Voter Dilemma: Harris vs. Trump 42:18 Closing & Disclosures
------ RESOURCES
Rep. Ro Khanna https://x.com/reprokhanna
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the Ethereum’s Rollup centric roadmap a Queen Sacrifice blunder? That’s the core question the industry is asking and Bankless has aired some of these dissents.
Today’s episode voices a counter to the doubters. Mike Neuder is an Ethereum developer and previous Bankless guest. He thinks the Ethereum roadmap is pretty great as is, it’s right on track, in fact, his message is to stay the course, play the long game, and watch ETH grow in value as a monetary asset as the Ethereum economy grows across L2s.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/67?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 6:06 Why is the ETH Roadmap Great 12:38 Ethereum’s North Star 17:12 Property Rights 28:14 Rollups 33:20 Rollup Stages 47:38 Data Availability 1:06:25 Value Accrual for ETH 1:15:33 ETH as Money 1:21:35 Closing Thoughts
------ RESOURCES
Mike Neuder https://x.com/mikeneuder
Mike Neuther Thesis https://hackmd.io/@mikeneuder/ethesis
Max Resnick Pod https://www.youtube.com/watch?v=FLUJ0uLye0U
Kyle Samani Pod https://www.youtube.com/watch?v=7CMMLdVrtFE
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Fed just cut rates by 50 basis points for the first time since the pandemic, how is the market reacting, should we be excited?
Trump revealed new details about World Liberty Financial. We’ll break down why they’re building it, who’s involved, and what’s going on with the token.
We also have a Tale of Two Chains: Bitcoiners watching Trump buy a burger with Bitcoin in NYC, while Ethereans premiere an Ethereum documentary down the street. ------ 📈 INDEX COOP | LEVERAGE TOKENS https://bankless.cc/IndexCoop ------ BANKLESS SPONSOR TOOLS:
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/66?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES
00:00 Start 02:36 Markets https://x.com/ledgerstatus/status/1835473538028814667
06:09 RSA Finally Cracks https://x.com/RyanSAdams/status/1836779556998459436
10:55 Total MKT Cap https://www.coingecko.com/en/global-charts
11:09 L2 Update https://www.growthepie.xyz/fundamentals/transaction-count
13:36 Fed Rate Cuts https://x.com/SpecialSitsNews/status/1835699786785136703 https://www.cnbc.com/2024/09/18/fed-cuts-rates-september-2024-.html
18:57 Cut Reactions https://x.com/TimDuy/status/1836154346045870391 https://x.com/coinbase/status/1836470341063053572 https://x.com/RyanSAdams/status/1836795960321585388 https://www.coindesk.com/business/2024/09/18/arthur-hayes-if-they-go-50-that-will-be-a-nuclear-catastrophe-for-financial-markets/ https://x.com/intocryptoverse/status/1836471892674302430?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/Jamie1Coutts/status/1836192104722370930 https://www.tradingview.com/chart/1RYLG2gC/?symbol=NASDAQ%3AQQQ https://youtu.be/b6O-lHr-D0s?si=7uiJPAxPibmCTLsz
27:03 Trump's Liberty Financial https://x.com/EricTrump/status/1834322630721122521 https://x.com/worldlibertyfi/status/1835748701534404945 https://x.com/alexandergrieve/status/1836006655223275904
32:06 Takes On The Project https://x.com/iamDCinvestor/status/1836006290125987860 https://x.com/worldlibertyfi/status/1835300402163503260?s=46&t=dmRhP54bJmHi0Ppb8BT30Q
34:42 Trump Pays With Bitcoin https://x.com/WatcherGuru/status/1836510214482284545 https://x.com/crypto_condom/status/1836512092503077146
36:39 Vitalik Film Premiere https://ethereumfilm.xyz/streaming https://x.com/EthereumFilm/status/1828192695095042429 https://x.com/TrustlessState/status/1836737714223210638 https://x.com/dimabuterin/status/1836701356565922006 https://x.com/ViktorBunin/status/1836556640734085478 https://x.com/jessepollak/status/1836607456497275028 https://x.com/jessepollak/status/1836607456497275028 https://x.com/EthereumFilm/status/1835973354995499061
41:36 SEC Sues Rari? https://www.sec.gov/newsroom/press-releases/2024-138 https://x.com/dcfgod/status/1836488126744924299
43:03 The Flyfish Case https://www.sec.gov/files/litigation/admin/2024/33-11305.pdf https://x.com/HesterPeirce/status/1835757603860681141 https://x.com/FinancialCmte/status/1836124400695021654 https://x.com/RepFrenchHill/status/1836420981310542092?t=KbWMCpEacfkVWgSADJSgQg&s=19
50:41 Token 2049 https://x.com/justinsuntron/status/1836330985706918253 https://unchainedcrypto.com/buterin-at-token2049-were-not-early-to-crypto-but-were-early-to-crypto-being-usable/
53:36 New Zora App https://x.com/RyanSAdams/status/1836399083482742814
56:19 New Fastest Rollup https://x.com/atlasxyz/status/1833880969251524973
57:39 Permissionless Party https://lu.ma/yj5pdeqe Bankless listeners - 10% off tickets with BANKLESS10 Bankless citizens - 30% off tickets with link: https://bankless.cc/PermissionlessDiscount
59:26 Moment Of Zen https://www.youtube.com/watch?v=71DtEk1cFdg
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?
Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.
- Are these rate cuts just in time or too little too late? - Is the Fed cutting by 25bps or 50bps? - Will we get a recession or the soft landing the FED is hoping for? - What will happen to crypto assets?
We discuss all this and more with Macro Alf, one of the top minds in macro out there.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/65?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:41 The Fed is Behind the Curve 12:28 Why Haven’t Things Broke? 18:57 Bad News are Actually Bad News 24:17 Fed Rate Cut Prediction 30:43 Elizabeth Warren’s Letter 35:06 Market Reaction 42:55 How to Prepare 53:20 Probability of Recession 54:48 Debasement 1:05:06 Monetary Plumbing 1:09:09 Debasement Assets 1:11:46 Closing Thoughts
------ RESOURCES
Maro Alf https://x.com/MacroAlf
Alf's Institutional Research Free Trial https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform
The MacroCompass https://themacrocompass.org/
Monetary Plumbing Chart https://x.com/MacroAlf/status/1834938859848634440
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Steven Goldfeder is back on the podcast today to discuss Arbitrum’s and all Ethereum L2 FUD.
Is a win for Arbitrum also a win for Ethereum, or is Arbitrum competing for users and liquidity? Steven addresses governance concerns and discusses the decentralization of Arbitrum’s Sequencer.
In the second half of the show, we get into the latest developments in the Arbitrum ecosystem, including Stylus, Bold, Orbit, and Timeboost.
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/64?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 4:01 L1 vs. L2 Relationship 10:45 Use Cases of the L1 vs. L2s 18:56 Fastest Blockchain 20:05 Decentralization Priority 25:15 Sequencer Debate 33:06 Arbitrum x Espresso 38:02 Optimistic Rollups Capturing Ethereum Governance? 41:58 What Does Arbitrum Want From the L1 45:21 Increasing Block Times? 49:17 Arbitrum Ecosystem 52:21 How Does Stylus Work? 57:22 Web2 Devs Now Web3 Devs 1:03:02 Arbitrum’s Next 10x 1:08:17 Closing & Disclaimers
------ RESOURCES
Steven Goldfeder https://x.com/sgoldfed
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
That’s right, Bankless Nation, BlackRock on the podcast today.
BlackRock is the world’s largest asset manager, a company that manages over $10 trillion dollars in assets around the world, to put it in perspective, that’s 5 times the crypto market cap. Let’s just say what they do has ripple effects in global markets.
But here at Bankless we wanted to figure out what they’re doing in crypto. That’s why we brought Robbie Mitchnick, BlackRock’s Head of Digital Assets.
We explore Crypto narratives in TradFi, how they measure the risk profile of Crypto, their plans for the future of ETFs, Tokenization and even DeFi.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/63?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:36 What is BlackRock? 7:33 BlackRock’s Crypto Arc 14:42 Digital Assets Team 17:01 BlackRock Bitcoin ETF 20:33 Investor Education 22:48 Narratives 24:58 Risk Management 34:04 Regulatory Environment 38:27 The Future of ETFs 42:30 Tokenization 51:00 What Needs to be Built 54:26 The State of DeFi 57:03 BlackRock’s Crypto Mission 1:00:44 Closing & Disclaimers
------ RESOURCES
Robbie https://x.com/robbiemitchnick
Blackrock https://x.com/BlackRock
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week in crypto, the Trump vs. Harris debate sparked chatter, but did the markets react? DeFi had its first U.S. congressional hearing—how’d it go?
Friend.tech burned its keys—abandoning? ENS integrated with PayPal and Venmo, while Coinbase launched their cbBTC, and Sony might release a stablecoin.
Plus, did we see “war mode” Vitalik this week?
------ 🔥The Bankless Summit | 70% of for Citizens | 20% code WRU20 https://x.com/BanklessHQ/status/1832085867483083211 https://www.bankless.com/join
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------ TIMESTAMPS & RESOURCES
0:00 Intro
5:21 Markets https://farside.co.uk/?p=1518 https://x.com/biancoresearch/status/1832806811088638440 https://x.com/matt_hougan/status/1833149076722081906 https://www.cbsnews.com/news/inflation-cpi-fed-readies-to-cut-rates-next-week/ https://www.tradingview.c om/symbols/FRED-WALCL/ https://x.com/sonyasunkim/status/1832114732326957274
18:02 House lawmakers ended up divided in 1st Congressional DeFi hearing https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409354 https://x.com/fund_defi/status/1833556632027955694 https://x.com/coinage_media/status/1833593592373243915 https://x.com/NeerajKA/status/1833530974212387228 https://x.com/rohangrey/status/1833543531228762323 https://x.com/jchervinsky/status/1833557017023459526
27:29 The Debate - they didn’t mention crypto! https://x.com/CNN/status/1833703753179857334 https://x.com/erikvoorhees/status/1833705605045051850 https://polymarket.com/event/who-will-win-the-debate-according-to-polls https://polymarket.com/event/presidential-election-winner-2024?tid=1726028429396 https://x.com/shayne_coplan/status/1833127734844789106 https://x.com/Polymarket/status/1833679653191512442 https://www.theblock.co/post/315808/presidential-debate-risk-off-crypto https://x.com/MikeIppolito_/status/1833874331539034448
36:49 War mode vitalik? If its not stage 2, its not a rollup https://x.com/vitalikbuterin/status/1834061075970683367
39:01 zkSync Stage 1? & New CMO? https://blog.zknation.io/zksync-governance-system/ https://x.com/the_matter_labs/status/1833894141052494218
42:41 Sony Stable Yen https://x.com/delzennejc/status/1833243834563650038
43:21 Friend.Tech team renounces control of smart contracts https://x.com/friendtech/status/1832581118165709140 https://x.com/functi0nZer0/status/1833178200685318213 https://x.com/MacroMate8/status/1833393620407488542 https://x.com/friendtech/status/1833259362711986335
47:06 EigenLayer announced Season 2 Stakedrop! https://blog.eigenfoundation.org/season-2-stakedrop/
48:55 ENS was integrated with PayPal and Venmo! https://x.com/ensdomains/status/1833536140529570039 https://x.com/brantlymillegan/status/1833568986547818820?
50:16 Coinbase Bitcoin - cbBTC released! https://x.com/coinbase/status/1834208544247144949 https://x.com/jessepollak/status/1833603913888764064?s=46&t=2ZINVXJQKx6xO_6Wiiu_2gb
55:04 David Fighting at Permissionless
58:01 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today on a special in-person recording of Bankless we welcome special guest and best selling author, Yuval Noah Harari. Yuval is best known for his book Sapiens, and today, he is introducing ideas from his next book Nexus.
We go deep down the history rabbit hole and explore the question, if human beings are so wise, why are we so self destructive?
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-yuval-noah-harari-interview
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------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/61?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS 00:00:00 Start 00:08:07 The World of Information Networks 00:10:59 Truth vs Information 00:21:28 Tribal Consequences 00:25:05 Naive View Of Information 00:34:27 Populist View Of Information 00:44:54 Inventing New Mechanisms 00:53:33 A Brief History Of Information Networks 00:58:43 The Most Successful Story Ever Told 01:05:13 Story vs Information Network 01:12:29 Story Of Debt Clay Tablets 01:14:53 Entering the Age Of AI 01:20:50 Self Correcting Mechanisms 01:25:35 The Potential Of Crypto
------ RESOURCES
Yuval: https://www.ynharari.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
When is this all going to reverse?
That’s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.
The main goal of this pod is to understand if we're currently going through Ethereum’s bottom but we also cover:
- Are crypto 4 year cycles dead? - What’s next for ETH/BTC? - How’s Ben positioning his portfolio for what’s coming?
Except to learn that and much more.
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/60?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:33 Where Are We? 7:44 4 Year Cycles 22:52 ETH/BTC Ratio 29:28 ETH Price Analysis 37:55 Blue Chips vs Altcoins 55:32 ETH/BTC Final Equilibrium 1:01:11 Idiosyncratic Events 1:13:34 The Flippening 1:16:23 The Bull Market 1:20:58 2026 1:25:00 Presidential Election 1:27:30 Ben’s Portfolio 1:32:08 Closing Thoughts
------ RESOURCES
Ben Cowen https://x.com/intocryptoverse
Ben Cowen on YouTube https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Why does Bitcoin sucks and is inferior to Gold?
Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies.
He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth.
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-peter-schiff-interview
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/59?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 7:07 What is Money? 15:05 Why is Gold the Apex Money? 27:59 Gold vs. Bitcoin Custody 36:27 Gold in The Internet Age 43:08 Gold as a Productive Asset 49:30 Gold vs. Bitcoin Demographics 53:90 Can Gold be Disrupted? 1:04:20 Should we Abolish The Federal Reserve? 1:13:33 Is the Stock Market Overpriced? 1:20:09 Principles to Grow Wealth 1:25:30 Steelmanning Crypto 1:36:17 Closing & Disclaimers
------ RESOURCES
Peter Schiff https://x.com/PeterSchiff
Peter Schiff Youtube https://www.youtube.com/@peterschiff
SchiffGold https://www.schiffgold.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators?
Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship?
Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward.
On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto.
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✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/58?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS & RESOURCES
0:00 Intro
2:03 Markets https://x.com/Negentropic_/status/1830685688662040961 https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/ https://x.com/RyanSAdams/status/1831316995691671641 https://x.com/Fiskantes/status/1831302629651042637 https://x.com/SplitCapital/status/1831317921089642915 https://x.com/iamDCinvestor/status/1831318267367145492
18:30 Trump revealed more about his DeFi project, World Liberty Financial! https://www.worldlibertyfinancial.com/ https://x.com/realDonaldTrump/status/1829141447087648796 https://x.com/lex_node/status/1831084542377206220 https://x.com/lex_node/status/1831105068952961399 https://x.com/nic__carter/status/1831145983847137451 https://x.com/worldlibertyfi/status/1831348462635397271 https://x.com/RyanSAdams/status/1829500453152837828
32:07 Brazil banned Twitter https://x.com/elonmusk/status/1829778143449698764 https://x.com/RyanSAdams/status/1831015509384364428
37:17 Binance exec Tigran Gambaryan entered Nigeria court on crutches https://x.com/_RichardTeng/status/1830869029705441553
41:47 Arbitrum released Stylus! https://x.com/arbitrum/status/1831020553211089243 https://x.com/joeykrug/status/1831367181885698392
43:30 Euler V2 is back! https://x.com/eulerfinance/status/1831331399619756375
48:03 Celestia releases technical roadmap https://blog.celestia.org/roadmap/
48:39 Bloomberg added Polymarket election data to Terminal https://x.com/M_McDonough/status/1829166689516442043 https://x.com/shayne_coplan/status/1830984489259901203
50:13 CFTC charges Uniswap with illegal derivatives trading https://www.cftc.gov/PressRoom/PressReleases/8961-24 https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424 https://x.com/MinarikLaw/status/1831363800542634459
53:11 AIs are now paying other AIs with crypto https://x.com/brian_armstrong/status/1829623778726592804
56:32 MEME of the Week https://x.com/TrustlessState/status/1831386476841726226
59:03 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it?
We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap.
Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions.
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-max-resnick-interview
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------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/57
------ TIMESTAMPS
0:00 Intro 5:08 Max’s Contrarian Take 12:20 The State of Rollups 17:59 Are L2s Extensions of Ethereum? 27:52 What Needs to Change 44:33 Based Rollups 50:05 The Holy Grail Blockchain 59:02 Scaling the L1 1:05:29 Max’s Incentives 1:09:53 Why Not Solana? 1:14:06 Navigating ETH’s Roadmap 1:18:05 ETH: The Asset 1:22:15 Value Capture 1:23:58 Call to Action 1:26:43 Closing & Disclaimers
------ RESOURCES
Max Resnick https://x.com/MaxResnick1
Max Resnick Holy Grail Blockchain Tweet https://x.com/MaxResnick1/status/1826630256008331301
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications.
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-cynthia-lummis-interview
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/manage/1155/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/56
------ TIMESTAMPS
0:00 Intro 6:40 The Bitcoin Act 10:01 Gold to Digital Gold 15:01 U.S. Strategic Reserves 18:00 U.S. Discretion in Selling Forfeited Bitcoin 20:44 Is Bitcoin Ready for Federal Reserve Backing? 23:24 Bitcoin Adoption to Tackle U.S. Debt 28:17 Bitcoin's Potential Impact 33:15 Being First in Bitcoin Strategic Reserves 39:22 Pros vs. Cons of Bitcoin Strategic Reserves 49:08 Bipartisan Prospects and Democratic Silence 53:52 Conservative Support vs. Liberal Adoption 56:30 Trump vs. Harris on Crypto Legislation
------ RESOURCES
Senator Cynthia Lummis https://x.com/SenLummis
The Bitcoin Act https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/ https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap.
This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS 00:00:00 Start 00:05:14 Intro To Our Guests 00:09:21 Proposer Builder Seperation 00:12:39 Stepping Forward vs Patching 00:19:35 Getting Rid Of MEV? 00:26:35 Inclusion Lists 00:40:14 What is Braid? 00:50:43 The Bear Case 01:06:37 Vitalik's Take 01:10:53 The Benefits of Braid 01:20:28 L2 Centric Roadmap Changes? 01:36:26 How's Rust Going? 01:44:49 Other Exciting Roadmap Updates 01:57:52 Call To Action
------ RESOURCES
Georgios: https://x.com/gakonst
Max: https://x.com/MaxResnick1
Charlie: https://x.com/_charlienoyes
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome back to the Bankless Friday Weekly Rollup. First up, why Telegram founder Pavel Durov was arrested in France and what it means for the future of privacy. Then, drama at the Ethereum Foundation as they sell $100M worth of ETH. And finally, the latest Wells Notice from the SEC, which company got it? ------ 🌊 KELP | Deposit ETH with Gain today https://kelpdao.xyz/gain/?utm_source=Bankless ------ BANKLESS SPONSOR TOOLS:
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS & RESOURCES 00:00:00 Start
00:02:22 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://farside.co.uk/?p=1518 https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://www.growthepie.xyz/fundamentals/total-value-locked
00:06:23 Rate Cuts Incoming https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm https://x.com/RyanSAdams/status/1829156259062501574
00:08:41 Stablecoin ATH https://defillama.com/stablecoins https://x.com/PayPal/status/1828161802208985462
00:13:14 When Pump? https://x.com/2xdog/status/1826460239090385028/photo/1
00:18:42 Telegram Founder Arrested https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19
00:21:01 What Are The Charges? https://x.com/Cointelegraph/status/1828915121823068476 https://x.com/RyanSAdams/status/1828122303047033327
00:24:03 Encryption
00:27:47 Takes On This Issue https://x.com/EmmanuelMacron/status/1828077245606342672 https://x.com/VitalikButerin/status/1827602680388239582 https://x.com/Kasparov63/status/1827819652535489007 https://x.com/NoelleInMadrid/status/1827798993017127243
00:30:45 TON's Reaction https://x.com/ton_society/status/1827753299736674599 https://x.com/ton_society/status/1828446248841441467
00:36:36 Mark Zuckerburgs Letter https://x.com/boblatta/status/1828516974269472936/photo/1
00:39:46 Roman Storm's Battle https://x.com/RyanSAdams/status/1828906357723955378
00:46:34 Ethereum Foundation Sold $100M? https://thedefiant.io/news/blockchains/ethereum-community-rattled-by-foundation-s-eth-sales-and-vitalik-s-defi-hate https://x.com/0xstark/status/1828416178194104342 https://x.com/defiignas/status/1827287094705701318?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:52:26 Does Vitalik Hate DeFi? https://x.com/VitalikButerin/status/1827583576751181961 https://x.com/kaiynne/status/1821020189594669398 https://x.com/RhettShipp/status/1827911788488487047 https://x.com/haydenzadams/status/1828452122385424718 https://x.com/VitalikButerin/status/1828448417585971661
01:01:51 Sony's Layer 2 - Soneium https://x.com/soneium/status/1826832581897126367
01:03:34 MakerDAO Rebranded To SKY https://x.com/SkyEcosystem/status/1828405625828843710 https://governance.aave.com/t/temp-check-buidl-gsm/18775
01:05:47 Trump Harris Debate https://x.com/disclosetv/status/1828505848504819978
01:06:42 RFK Drops Out https://x.com/watcherguru/status/1827059890549862600?s=46&t=iahr7Lh5v08SSM_Ery-bGw
01:07:45 Trump NFTs https://x.com/mdudas/status/1828575205276459258
01:09:29 SEC Threatens To Sue Opensea https://x.com/dfinzer/status/1828791832009953706?s=46
01:12:37 Chainbound Raises $4.6M https://x.com/chainbound_/status/1828047583090016308?s=46&t=dAxCjT2P_GIrJMvMgWIpfA
01:13:22 Most Unattractive Hobbies... https://x.com/nic__carter/status/1827862983034245338
01:14:50 Moment Of Zen https://x.com/songadaymann/status/1828885208227332591?s=46
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You’ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina’s crypto revolution.
The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS 00:00:00 Start 00:16:37 Intro and Market Size 00:26:49 Demographics 00:30:29 Why isn't everyone using stablecoins? 00:37:14 Custody and Trust 00:42:29 Creating Crypto Power Users 00:49:08 Preferred Way Of Growing Wealth 00:55:28 Dealing With Competition 01:03:10 Building Under the Argentine Laws 01:12:21 Javier Milei 01:18:12 Crypto's Future In Argentina
------ RESOURCES Marcelo Cavazzoli - https://x.com/lemoncheli
Federico Ogue - https://x.com/fedeogue
Manuel Beaudroit - https://x.com/mbeaudroit
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
It’s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he’s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as: - America’s debt crisis - The potential loss of the U.S. reserve currency status - How crypto could help the U.S. stay ahead of China - Why the left is anti-crypto - Crypto under a Trump vs. Kamala’s administration
This episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond.
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/55
------ TIMESTAMPS
0:00 Intro 5:11 Why Politics Are Messier 7:36 Being Speaker of the House 11:27 Paul’s WSJ Stablecoin Op-Ed 16:47 Paul’s Intro to Crypto 18:54 U.S. Debt Crisis 26:05 Losing Reserve Currency 28:29 CBDCs vs. Stablecoins 38:06 KYC Stablecoins & Legislation 43:27 Anti-Crypto Army 46:16 Is the Left Anti-Crypto? 51:03 Right vs. Left Crypto Adoption 55:50 Kamala vs. Trump 58:49 Advice to Bankless Listeners 1:01:18 Closing & Disclaimers
------ RESOURCES
Paul Ryan https://x.com/speakerryan
WSJ Article https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad?
Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto.
This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy!
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-kyle-samani-interview
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS
0:00 Intro 5:40 Ethereum in a Vacuum 10:10 ETH Vs. BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 Solana 1:12:25 Steelmanning Ethereum 1:17:49 Closing & Disclaimers
------ RESOURCES
Kyle Samani https://x.com/KyleSamani
Multicoin Capital https://multicoin.capital/
Paths To Tens Of Trillions Blog Post https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars.
What's causing this big spike and... why?
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS & RESOURCES
00:00 David's New Fighting Opponent https://x.com/Permissionless/status/1826245778098237923
05:35 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://farside.co.uk/?p=1518 https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/
09:17 Tron Taking Over? https://www.coingecko.com/en/coins/tron
14:57 Fear vs Greed In Markets https://x.com/Barchart/status/1825970627011817561 https://www.coinglass.com/pro/i/FearGreedIndex
19:53 Dems 2024 Platform Release https://x.com/BitcoinMagazine/status/1825571943891792289 https://x.com/RyanSAdams/status/1825620753783345308 https://x.com/RyanSAdams/status/1825625975528501711 https://x.com/RyanSAdams/status/1825619465339351144 https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/ https://x.com/RyanSAdams/status/1825618904686739630
32:36 Trump Onchain https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html https://opensea.io/collection/trump-digital-trading-cards
39:02 Optimism Disabled Fraud Proofs? https://x.com/Optimism/status/1824560736657670314
42:47 Pump Dot Fun https://x.com/adam_tehc/status/1824994679265349802?s=46
45:33 McDonalds Memecoin? https://x.com/timo_bult/status/1826284191115530600 https://pump.fun/4BRummYdfvoEGQwYzTSmn5F6RyAFdrHUTFkeagobpump
50:02 Story $80 Million Raise https://www.story.foundation/ https://x.com/jasonjzhao/status/1826236451954286946
53:58 Sorella Labs $7.5 Million https://www.theblock.co/post/312222/paradigm-sorella-labs-ethereum-mev-problem?utm_source=twitter&utm_medium=social
57:20 Meme Of The Week https://x.com/vitalikbuterin/status/1826253901240431083?s=46 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast.
We answer: 1 - Which is faster, more decentralized, and more censorship-resistant? 2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet? 3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition?
------ 🌊 KELP | Deposit ETH with Gain today https://kelpdao.xyz/gain/?utm_source=Bankless ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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TIMESTAMPS
00:00:00 Start 00:05:48 Intro To Monad 00:11:47 How Does Monad Fit Into Ethereum? 00:14:08 What is Mega ETH? 00:18:31 Similarites and Differences 00:21:38 Architectual Impact 00:28:58 Decentralization - Monad 00:34:56 Decentralization - Mega 00:39:43 Who's More Decentralized? 00:49:27 In Summary 00:57:24 Software Effeciency 01:06:50 Monolithic vs Modular 01:15:11 Community 01:28:37 Why Choose The EVM? 01:33:07 When Mainnet?
------ RESOURCES
Lei Yang: https://x.com/yangl1996
Keone Hon: https://x.com/keoneHD
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
How in the world did Trump pivot to Pro-Crypto?
David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration.
We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin.
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 6:51 Bitcoin 2024 10:43 Donald Trump 31:42 Trump’s Crypto Policies 47:44 Kamala Harris 54:26 Trump vs Kamala 1:01:15 The Bitcoin Idea 1:06:14 Closing & Disclaimers
------ RESOURCES
David Bailey https://x.com/DavidFBailey
Bitcoin Media https://b.tc/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward?
We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
00:00 Start 05:37 BTC Dominance 11:04 Market Vibe Check 16:11 Price Discovery? 23:57 ETH BTC Ratio 30:28 Narrative Winds 40:24 Relative Weakness 46:01 Trading Strategy 48:54 DeFi Summer Breakout 52:43 Looking Forward
------ RESOURCES
Ledger: https://x.com/ledgerstatus
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week in crypto, speculation swirled around a potential Kamala Harris pivot to crypto—could it be too late? Polymarket gives her a 10% chance against Trump.
Jeremy Allaire hinted at Tap to Pay with USDC on iPhones—coming soon?
BitGo’s wrapped Bitcoin drama might open doors for Coinbase. Optimism revealed plans to address fragmentation, while Eric Trump dives into digital real estate. Plus, the list of crypto's political prisoners grows—how can we support them?
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/49
------ TIMESTAMPS & RESOURCES
0:00 Intro
1:26 Argentina https://x.com/TrustlessState/status/1823437363898392792 https://x.com/smpalladino/status/1823476661473698063 https://x.com/TrustlessState/status/1823401536145514959
6:55 Markets https://dune.com/hildobby/btc-etfs https://dune.com/hildobby/eth-etfs https://farside.;0co.uk/?p=1518 https://x.com/sassal0x/status/1823265107310219469 https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85 https://x.com/kellyjgreer/status/1823871991490675137
14:25 Memecoin Metrics https://x.com/Adam_Tehc/status/1822411899843047651 https://x.com/TrustlessState/status/1822649650706563180 https://x.com/econoar/status/1822652061353468169 https://x.com/cobie/status/1822685974822027770
23:12 Can Crypto Get Kamala to Pivot? https://x.com/Polymarket/status/1823801428416270455 https://polymarket.com/elections https://www.theblock.co/post/310344/crypto-executives-meet-white-house-officials-to-discuss-policy-grievances-during-virtual-roundtable https://www.foxbusiness.com/politics/crypto-executives-clash-democratic-leaders-heated-zoom-meeting https://x.com/nic__carter/status/1821710798911054029 https://x.com/RoKhanna/status/1823109754706682135 https://www.coindesk.com/policy/2024/08/15/us-crypto-bill-can-happen-this-year-senates-schumer-tells-crypto-backers-of-harris/ https://x.com/jbrukh/status/1823904565101580776
35:19 Is it too late for Dem to win crypto votes? https://x.com/Crypto4Harris https://www.standwithcrypto.org/politicians/person/tim---walz https://www.binance.com/en/square/post/11669100139586 https://home.treasury.gov/about/general-information/officials/Wally-Adeyemo https://x.com/intangiblecoins/status/1823338614618550382 https://x.com/nic__carter/status/1823343463464677558 https://x.com/CampbellJAustin/status/1823362155984388226
46:27 Does crypto votes even matter to Dems? https://x.com/RyanSAdams/status/1823338739910758898 https://policy.paradigm.xyz/writing/Dem-polling https://x.com/RadarHits/status/1823051375174967378 https://x.com/mikulaja/status/1821563686495862905 https://x.com/nic__carter/status/1821567272432836943
55:37 Ethereum L2 Updates https://x.com/cronos_chain/status/1823966639622324468 https://x.com/nebrazkp/status/1824098013880443013
59:48 Wrapped Bitcoin Drama https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844/4 https://x.com/mikebelshe/status/1822318651996877224 https://x.com/justinsuntron/status/1822370692014485937 https://x.com/coinbase/status/1823501582006411614 https://x.com/jessepollak/status/1823515062658830681
1:03:47 Superchain will become one chain! https://x.com/Optimism/status/1823073114366050695
1:06:41 Eric Trump reveals "Trump Project" focuses on digital real estate https://nypost.com/2024/08/14/us-news/eric-trump-previews-major-trump-org-move-into-crypto-as-he-charts-the-family-companys-future/
1:08:22 USDC is integrating with Tap-to-pay on iPhones! https://x.com/jerallaire/status/1823772497969602981 https://x.com/jerallaire/status/1823822639036604914?s=46
1:10:53 MEME of the Week https://imgur.com/2Wgxr1P
1:12:18 Moment of Burden (Anti-Zen): https://x.com/RyanSAdams/status/1823788207336526153 https://x.com/RyanSAdams/status/1823418719634141594 https://x.com/alex_pertsev/status/1822184616620339397
1:14:30 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Nate Silver is a statistician, writer, and political analyst, widely recognized for his accurate predictions of U.S. presidential elections. He's now released an exceptional new book titled, "On the Edge: The Art of Risking Everything." The book delves into the world of risk, game theory, cryptocurrency, artificial intelligence, and poker—fields where the stakes are high and the outcomes uncertain. One of the central themes of the book is crypto, which is why we were thrilled to have Nate join us.
Nate is not just a respected analyst; he's one of us—a fellow degen who shares our passion for the unpredictable and the frontier. But he's also much more. Nate is an avid poker player, a sharp sports bettor, an interviewer of Sam Bankman-Fried, an NFT enthusiast, and an advisor to Polymarket. In today’s episode, he offers keen insights into the brewing battle between the crypto world and its traditional incumbents.
------ 📣DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-nate-silver-interview
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
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------ TIMESTAMPS
0:00 Intro 5:32 Nate is one of us 7:56 Nate’s POV on crypto 11:07 ‘The River’ 17:35 ‘The Village’ 19:15 Riverian & Villager conflict 25:38 Is the River better? 34:16 Sam Bankman-Fried 52:23 Sam Altman 59:13 Prediction markets & Polymarket 1:06:56 2024 election predictions 1:09:01 Riverian’s betting Trump? 1:10:50 How do we navigate this? 1:15:09 Advice for the crypto industry 1:16:38 Closing & Disclaimers
------ RESOURCES
Nate Silver https://x.com/NateSilver538
On the Edge https://www.penguinrandomhouse.com/books/529280/on-the-edge-by-nate-silver/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Robinhood is the world’s most successful FinTech trading company. They have already conquered TradFi. What are they targeting next?
In June, they announced the acquisition of Bitstamp, the oldest crypto exchange. They’re increasingly investing in crypto and we felt it was important to know their plans.
We brought the co-founder Vlad Tenev and we had a wide-ranging conversation covering topics like tokenization, Robinhood’s Wallet and L2, payment for orderflow and MEV, the SEC Wells Notice and much more.
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-vlad-tenev-interview
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/47?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 6:35 Why Crypto 12:28 Robinhood Consumer Base 15:45 The Crypto Transition 24:52 Bitstamp Acquisition 34:10 Robinhood Wallet 40:43 Robinhood L2? 45:11 Payments 53:09 Robinhood vs SEC 1:04:29 Orderflow Business Model 1:11:05 Current Crypto Cycle 1:14:06 Vlad’s Vision 1:15:20 Closing & Disclaimers
------ RESOURCES
Vlad Tenev https://x.com/vladtenev
Robinhood Crypto https://robinhood.com/eu/en/about/crypto/
Robinhood Credit Card https://robinhood.com/creditcard/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This week in crypto we saw markets…stumble? Then recover? Is the 2024 bull run over?
Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks…more L’s?
Zora’s latest release promises to shake up the NFT world.
And in a surprising twist, Trump's children have reportedly taken a keen interest in…DeFi…?
------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod
------ BANKLESS SPONSOR TOOLS:
🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞 MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
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------ TIMESTAMPS & RESOURCES
0:00 Intro
2:50 What happened to markets? https://x.com/dougboneparth/status/1820448580290724222 https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html https://x.com/KobeissiLetter/status/1819753746202546478 https://x.com/radarhits/status/1820091232770572794 https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/ https://x.com/WatcherGuru/status/1820554001450258522 https://x.com/KobeissiLetter/status/1820897733143585209
11:27 What happened since Monday https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/ https://x.com/peruvian_bull/status/1820999796334981126 https://x.com/NickTimiraos/status/1821532870529396989 https://x.com/Polymarket/status/1820869310119662035 https://x.com/KobeissiLetter/status/1820870572093448299
14:31 Bankless Episodes - Livestream & Tom Lee https://www.youtube.com/live/CIbt2xlBJ5A?si=_60rGAl_9zzv-H0C https://youtu.be/lD9774SuP3E?si=-a3Zmt-1r6aS22xq
22:24 Jump Capital is selling its crypto positions https://x.com/lookonchain/status/1820321011730116636
25:17 Highest ETH ETF inflows since their launch https://x.com/zerohedge/status/1821143966462484640 https://x.com/TommyWorldPower/status/1821091488132165719 https://www.cnbc.com/2024/08/02/morgan-stanley-wealth-advisors-bitcoin-etfs.html
27:10 Why is ETH so weak? https://x.com/RyanSAdams/status/1821534234382627195 https://imgur.com/TsIvCPi https://x.com/ceterispar1bus/status/1820842327901954453
33:38 Strong earnings for key crypto companies in Q2…what we can learn? https://s27.q4cdn.com/397450999/files/doc_financials/2024/q2/Q2-24-Shareholder-Letter.pdf https://www.theblock.co/post/310136/robinhoods-q2-crypto-revenues-up-161-as-trading-volume-hits-21-5-billion https://x.com/wazzcrypto/status/1786139849197551637
36:56 Are Prediction Markets bad? Sen. Warren thinks so https://www.merkley.senate.gov/wp-content/uploads/CFTC-Letter-FINAL.pdf https://x.com/mansourtarek_/status/1820486209031766204 https://x.com/matthew_d_green/status/1821146583955583068 https://x.com/iamDCinvestor/status/1821361435449962562 https://x.com/hasufl/status/1820818054621622673 https://x.com/LWarho/status/1820888617469771813 https://x.com/Domahhhh/status/1821208004529942713 https://x.com/TrustlessState/status/1821178136282726643
48:02 Zora protocol now creates pools on Uniswap! https://x.com/js_horne/status/1821215028457967757 https://x.com/haydenzadams/status/1821229811689517401 https://x.com/tbtstl/status/1821217611935273368
50:11 Ripple Labs settled with SEC & More Ls https://x.com/EleanorTerrett/status/1821276946921345341 https://x.com/lex_node/status/1821282897921503742 https://x.com/bgarlinghouse/status/1821289051191963861 https://storage.courtlistener.com/recap/gov.uscourts.nysd.599908/gov.uscourts.nysd.599908.150.0.pdf https://x.com/RyanSAdams/status/1821169925769044250 https://x.com/EleanorTerrett/status/1820540465609130052
53:25 Were Eric and Donald Trump Jr DeFi-pilled? https://x.com/EricTrump/status/1820906993802211751 https://x.com/DonaldJTrumpJr/status/1821164331020517596
55:04 Where did Brian Armstrong’s co-founder go? https://x.com/fehrsam/status/1820859394361610338
57:10 MEME of the Week https://media.discordapp.net/attachments/1257324353301905579/1270790505357115674/image0.jpg?ex=66b5a422&is=66b452a2&hm=33fc015ff27ad80a11172c464d2edb054bd418d5234be0088788f6946593404f&=&format=webp&width=1620&height=1843
58:28 Closing & Disclosures
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over? Our guest, Tom Lee, doesn’t think so.
We aim to answer several key questions: Why did markets take a hit on Monday? Is there more pain to come? Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases?
And finally, Tom's Price Predictions.
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TIMESTAMPS
00:00 Intro 04:51 Welcome Tom Lee 09:39 How Bad Was This Really? 13:12 Is It Over? 19:22 What Happens Next? 22:22 Carry Trade Risk 23:52 The Recession Case 28:00 Comparing To The Past 31:35 Why Tom Was Right 36:05 Wall St Temp Check 40:42 BTC And ETH Price Predictions 43:14 Election Impact
------ RESOURCES
Tom on X: https://x.com/fundstrat
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What on earth is going on with markets around the world?! We break it all down live on stream. What just happened, what does it mean, and where we go from here. ------
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TIMESTAMPS 00:00:00 What Just Happened? 00:07:57 Explaining The Yen Carry Trade 00:12:08 Crypto Charts 00:24:13 What About ETFs? 00:29:02 How Did DeFi Hold Up? 00:35:35 LRT Ecosystem 00:38:23 Price Guesses 00:49:00 Monetary Policy Updates 00:55:00 Buffett Is Dumping 00:55:46 Bullish Setup? 01:00:17 Positioning Yourself
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Do we have a right to own crypto assets?
We brought the perfect guest that walks us through the Constitution and the Bill of Rights in order to make the case for our already existent constitutional right to Crypto.
Richard is the Deputy AG for the State of Oklahoma for Technology & Digital Assets. He’s an economist at heart, turned legal and crypto native, working to make Oklahoma the most crypto friendly state in the union.
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------ TIMESTAMPS
0:00 Intro 7:47 Constitution 101 11:08 The Bill of Rights 16:51 The Right to Crypto 30:23 1st Amendment 42:29 2nd Amendment 50:29 4th Amendment 1:02:20 5th Amendment 1:11:54 3rd Amendment 1:18:51 9th & 10th Amendment 1:27:00 6th, 7th & 8th Amendment 1:30:12 How to Secure Our Rights 1:37:18 Why Fight in the US 1:43:16 The Oklahoma Case 1:46:18 Closing & Disclaimers
------ RESOURCES
Richard Jackson https://x.com/RickJacksonOK
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
At The Bitcoin Conference in Nashville, Trump delivered a speech that resonated big time with the crypto community. What was it that he said to generate the loudest cheer?
Meanwhile, ETF flows continue unabated, with ETH seeing its first day of net inflows coinciding with BTC’s first net outflows in some time – is this a coincidence or just noise?
And finally, California is transitioning car title transfers to... Avalanche?
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https://bankless.cc/obol
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------ «
TIMESTAMPS & RESOURCES
00:00:00 Intro
00:02:24 ETF Flows
https://dune.com/hildobby/btc-etfs
https://x.com/JSeyff/status/1818268093656822054
https://dune.com/hildobby/eth-etfs
https://x.com/NateGeraci/status/1818471523801317679
https://farside.co.uk/?p=997
00:14:41 ETH Flag Over Wall St
https://x.com/NateGeraci/status/1816620919353483273
https://x.com/MacroScope17/status/1816847251894911315
00:17:49 L2 Update
https://l2beat.com/scaling/summary
00:22:39 Fed Keeps Rates Steady
https://www.cnbc.com/2024/07/31/fed-rate-decision-july-2024.html
00:30:17 Trump At Bitcoin Nashville
https://x.com/saylor/status/1817916450880802892
https://x.com/VentureCoinist/status/1817306455441043734
00:37:19 Unpacking The Trump Speech
https://x.com/nic__carter/status/1817301604627796119
00:40:22 RFK's Speech
https://x.com/VentureCoinist/status/1817255603087249638
https://x.com/VentureCoinist/status/1817255605926772825
https://x.com/SenLummis/status/1817320519185932726
https://x.com/nic__carter/status/1817310483445407895
00:46:08 Democrats New Crypto Take
https://x.com/bitcoinpierre/status/1817219938672591310?s=46&t=dmRhP54bJmHi0Ppb8BT30Q
00:48:42 Largest Crypto Super PAC
https://x.com/dunleavy89/status/1817896423293100087?s=46
00:49:40 Polymarket On Forbes
https://x.com/shayne_coplan/status/1818770799601631588
00:54:21 Happy Birthday Ethereum!
https://x.com/VitalikButerin/status/1818146456550961620
00:55:43 Eclipse Mainnet
https://x.com/EclipseFND/status/1818285443491991678
01:00:12 USDC On Base
https://x.com/brian_armstrong/status/1815782410250002556
https://x.com/liamihorne/status/1818393309150429626
01:03:14 Cali DMV Builds On Avalanche
https://www.gov.ca.gov/2022/05/04/governor-newsom-signs-blockchain-executive-order-to-spur-responsible-web3-innovation-grow-jobs-and-protect-consumers/
https://www.gov.ca.gov/wp-content/uploads/2022/05/5.4.22-Blockchain-EO-N-9-22-signed.pdf
https://www.avax.network/blog/california-dmv-makes-history-digitizes-42-million-car-titles-on-avalanche-blockchain
01:09:32 EigenLayer AVS Awards
https://x.com/eigenlayer/status/1816867158032548136
01:11:02 Song-A-Day Man Suing SEC
https://news.bloomberglaw.com/litigation/nft-artists-sue-us-regulator-to-head-off-enforcement-action?utm_medium=lawdesk&campaign=BF59CD6C-4EE0-11EF-BAB6-F29F0FC802AB&utm_source=twitter
https://x.com/banklesshq/status/1818003379487932702?s=46
01:13:36 Raises
https://x.com/hyperbolic_labs/status/1818269892367495655
https://x.com/jokerace_io/status/1818660513905360910?s=46&t=dAxCjT2P_GIrJMvMgWIpfA
01:15:37 The Daily GWEI!
https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA
01:17:27 Meme Of The Week
https://x.com/LyleHauser/status/1818828084541308994
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
China’s decoupling from the Dollar. Are we on the brink of using the yuan as the new global currency, or will crypto take the spotlight?
We’ve explored crypto’s role in disrupting the global monetary order before, but there’s another force that’s going to have just as much of an impact…some would say much more. China!
What does it look like when the world’s 2nd largest economy dedollarizes? That’s what we explore on today’s episode with China expert and economist Diana Choyleva. Towards the end, Diana also reveals her eye-opening prediction about a potential US-China conflict over Taiwan.
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------ TIMESTAMPS
0:00 Intro 7:17 Is China Really De-Dollarizing? 10:16 Is De-Dollarizing A Priority? 14:14 China’s Objective & Progress? 16:04 Yuan as Unit Of Payment Or Store Of Value? 22:27 Usage and Progress From 2009? 25:34 US VS China Capital Market Difference 29:32 Motives Behind De-Dollarizing? 35:32 China’s Wants VS Actual Scenario 40:25 What Distant Future Looks Like? 47:41 China’s CBDC Plan, Issues & Expansion 55:13 China Participating In Crypto World? 57:50 China Using Treasury As Store of Value? 1:04:26 The Taiwan Conflict? 1:05:51 What If China Is Successful? 1:09:37 Closing and Disclosures
------ RESOURCES
Diana Choyleva https://x.com/choyleva
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Jonathan Mann has been writing a song a day for 16 years and 211 days. Today, he and Brian Frye are suing the SEC.
In today’s episode, Jonathan, better known as ‘Song a Day Man’ is joined by Brian Frye, a law professor at the University of Kentucky and NFT/security law expert.
Hear why Jonathan and Brian are suing the SEC, why this lawsuit is so important to the crypto industry as a whole, and what winning would mean for the future of our space.
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https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/40 ------ TIMESTAMPS
0:00 Intro 4:58 Background on Suing 7:34 Jonathan Mann’s Backstory 9:58 Why Brian Got Involved 13:28 The 101 of the Lawsuit 17:22 What Does Winning Do? 22:14 Game Theory 25:14 Fear & Songs a Day 27:18 Logistics of the Suit 32:31 How to Support 34:41 Closing
------ RESOURCES
Jonathan Mann https://x.com/songadaymann https://x.com/songadaymann/status/1817959431206023653
Brian Frye https://x.com/brianlfrye https://youtube.com/live/jo1ZuhuCVZE
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The herd is coming, or is it already here?
Mike Novogratz needs no introduction for long-time crypto natives. For those that are newer? Mike is a fund manager who was early to bitcoin, very early to ethereum, built an entire digital assets empire called Galaxy Digital and spent the last 10 years evangelizing crypto to Wall Street and more recently, to DC.
We cover how Crypto has evolved from 2014 to 2024, what’s Wall Street’s current perception of our industry, the recent ETH ETF launch, Politics and Macro. Mike also ends the episode giving extremely important advice for young investors so stay tuned.
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------ TIMESTAMPS
0:00 Intro 4:46 The Herd is Here 14:49 What Changed 20:07 Crypto on Wall Street 32:39 ETH ETF 39:39 Politics 51:27 Macro Outlook 58:10 ETH Narratives 1:03:34 Advice for Youngsters 1:08:20 Galaxy 1:10:24 Closing & Disclaimers
------ RESOURCES
Mike Novogratz https://x.com/novogratz
Galaxy https://www.galaxy.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 4th Week of July 2024
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🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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------ TIMESTAMPS & RESOURCES
00:00:00 Intro
00:02:15 Why Did Markets Nuke? https://x.com/zerohedge/status/1816299674006855821 https://x.com/cburniske/status/1816304411892670769 https://x.com/RyanDetrick/status/1816323820032012345 https://pro.kraken.com/app/trade/btc-usd https://x.com/BitcoinNewsCom/status/1815478479263043974 https://x.com/DavidLRipley/status/1815880303254323603 https://x.com/TrustlessState/status/1815713932453028059 https://pro.kraken.com/app/trade/eth-usd https://www.coingecko.com/en/global-charts
00:09:33 L2 Updates https://x.com/JustDeauIt/status/1813634431804211426 https://x.com/JustDeauIt/status/1813634434782114299 https://x.com/JustDeauIt/status/1813634437885919679 https://x.com/JustDeauIt/status/1813634440809353596
00:11:56 Cycle Phase 2 https://imgur.com/a/UF8pspv https://imgur.com/a/zGqV0iC https://x.com/richwgalvin/status/1815174750668542279?s=46
00:19:19 ETH ETF Results https://x.com/NateGeraci/status/1815545262133399700 https://x.com/EricBalchunas/status/1815728515641213387/photo/1 https://x.com/EricBalchunas/status/1815747485505052950 https://x.com/JSeyff/status/1816061764926087481 https://x.com/JSeyff/status/1815958023317205232 https://x.com/EricBalchunas/status/1816077866208993653 https://x.com/EricBalchunas/status/1815890742457278751 https://x.com/EricBalchunas/status/1816232046249058604
00:24:12 Recap From Issuers https://farside.co.uk/?p=1518 https://imgur.com/cOK7F61 https://x.com/NateGeraci/status/1815506510564462933?t=jIri_bI8nEwT-ap1UFTWHg&s=19 https://x.com/NateGeraci/status/1815556927918600209 https://x.com/BitwiseInvest/status/1815486131376370002 https://x.com/BitwiseInvest/status/1815716188447482341 https://x.com/EricBalchunas/status/1815775953554932076
Permissionless: https://blockworks.co/event/permissionless-iii
00:29:33 Kamala Pro Crypto? https://x.com/jchervinsky/status/1815131074097549776 https://x.com/DeItaone/status/1815813380256719213 https://x.com/RyanSAdams/status/1816125576891031708 https://x.com/RyanSAdams/status/1816213070047519153
00:36:05 Bitcoin Conference Conspiracy https://x.com/RyanSAdams/status/1816476366021316648 https://www.foxbusiness.com/politics/wyoming-sen-lummis-plans-announce-legislation-strategic-bitcoin-reserve-nashville-conference https://x.com/Tyler_Did_It/status/1815428108092084254
00:43:43 Nic Carter Fight Night https://x.com/TrustlessState/status/1816476721153282305 https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1721926760445 https://x.com/AltcoinDailyio/status/1815849283826114586
00:49:17 Is Polymarket Crypto's Killer Use Case? https://x.com/balajis/status/1815134501171060756?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/yugacohler/status/1807424956529344989?s=46
00:54:19 Coinbase Tokenized Money Market Fund https://www.coindesk.com/business/2024/07/24/coinbase-asset-management-plans-tokenized-money-market-fund-a-hot-area-after-blackrocks-buidl-success-sources/
00:54:41 Jito Restaking https://x.com/jito_sol/status/1816488798374830164
00:55:16 Really Interesting Survey Results https://x.com/thetrocro/status/1815491534550417525 https://x.com/thetrocro/status/1815491549704438090
00:59:26 Proton Wallet Release https://x.com/ProtonWallet/status/1816090220359475651
01:00:50 Meme Of The Week https://x.com/RyanSAdams/status/1816194402831982975
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The ETH ETFs have officially launched, but wen $ETH moon?
We saw $1.1B in volume and $100M in inflows yesterday. Is that good? When will this factor into price?
Matt Hougan, CIO of Bitwise joins Ryan and David midway through the show to go over the above and also how the ETH ETF launch went, predictions going forward, and much more.
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------ TIMESTAMPS & RESOURCES
0:00 Intro
2:35 ETH ETF Launch https://x.com/EricBalchunas/status/1815489137484722333 https://x.com/JSeyff/status/1815422061365305494 https://x.com/NateGeraci/status/1815487451726499864 https://x.com/Ashcryptoreal/status/1815677145810649151 https://x.com/JSeyff/status/1815737082129650047 https://x.com/RadarHits/status/1815674577726406748 https://x.com/JSeyff/status/1815737643948286104 https://x.com/BitwiseInvest/status/1815486131376370002 https://x.com/BitwiseInvest/status/1815716188447482341 https://x.com/QuintenFrancois/status/1815624631115460662 https://x.com/BitwiseInvest/status/1815486261337182504 https://x.com/VitalikButerin/status/1815697566614655158
6:44 Matt Hougan Interview https://x.com/JSeyff/status/1815958023317205232 https://x.com/NateGeraci/status/1815885624467210263 https://x.com/JSeyff/status/1815958023317205232
33:02 Grayscale & Grayscale Minitrust: Wen Moon? https://x.com/JSeyff/status/1814347183522754773 https://x.com/Grayscale/status/1815688403381531021 https://x.com/NateGeraci/status/1815556927918600209
38:40 Hildobby Dune Board WIP https://dune.com/hildobby/eth-etfs
39:31 Bitcoin ETF Flows https://x.com/News_Of_Alpha/status/1815532026486776288 https://x.com/TrustlessState/status/1815713932453028059
41:16 Bullish Setup Going into the Rollup tomorrow https://x.com/TrustlessState/status/1815390176132186202 https://x.com/DeItaone/status/1815813380256719213 https://x.com/DavidFBailey/status/1815848521205178404
44:00 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Ether spot ETF has officially started trading as of today July 23rd, 2024 marking a landmark day for Ethereum and crypto as a whole. We're going live today to discuss the magnitude of this moment and what it means for Ether the asset, and more broadly the entire crypto industry. This is a big deal and we're stoked to be sharing this moment live with the Bankless Nation.
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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
TIMESTAMPS
00:00 Intro To Eric 02:53 $1B Daily Inflows 06:17 Mini ETH 08:13 What To Look For Next 12:25 #2 Launch Of All Time? 19:12 Pitching ETH To The World 24:08 ETH As A Tech Platform 27:43 Winners of BTC vs Winners of ETH ETFs 30:32 What To Watch
------ RESOURCES
Eric Balchunas: https://x.com/EricBalchunas
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Why do banks suck?
Banks suck is the reason we started this bankless thing. Not that banks are all bad but they take too much and give to little. They need to be disrupted.
We brought Mel Mattison, author of Quoz, and he’s very clear on what’s wrong with banks.
They’ve become too centralized, unbalanced, short-sighted, corrupt. Power has tilted away from the people and into the hands of a central banking cabal. The relationship between sovereign governments and private banks has become an unholy alliance.
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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ TIMESTAMPS
0:00 Intro 5:41 Quoz 8:15 Monetary History 19:13 History of Banks 29:27 Banks: The Good 42:17 Banks: The Bad 57:16 The Banking Cabal 1:12:55 The Central Bank Endgame 1:20:56 The Great Taking 1:33:12 How to Prepare 1:42:17 Crypto 1:52:43 Closing & Disclaimers
------ RESOURCES
Mel Mattison https://x.com/melmattison1
Quoz https://www.melmattison.com/quoz
The Great Taking https://books.google.pt/books/about/The_Great_Taking.html?id=JzSx0AEACAAJ&redir_esc=y
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 3rd Week of July 2024
------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod
------ BANKLESS SPONSOR TOOLS:
🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞 MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUMa https://bankless.cc/Arbitrum
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/34
------ TIMESTAMPS & RESOURCES 0:00 Intro
3:44 Politics and Crypto https://www.cnbc.com/2024/07/15/bitcoin-jumps-as-markets-see-increased-odds-of-trump-victory.html 4:28 Trump selects JD Vance as his VP https://truthsocial.com/@realDonaldTrump/posts/112792061935980928 https://nypost.com/2024/07/17/us-news/trump-picking-jd-vance-as-vp-is-big-for-the-bitcoin-crowd/ https://x.com/RyanSAdams/status/1812933662880514479 https://www.standwithcrypto.org/politicians/person/jd---vance https://x.com/RyanSAdams/status/1812936021543149758 https://x.com/taylorjbarr/status/1812930126843126174 https://x.com/shayne_coplan/status/1812931244621000896 https://polymarket.com/ 13:05 Trump considers Jamie Dimon as Treasury Secretary https://x.com/WatcherGuru/status/1813666502526329035 13:59 Trump wants the US to beat China in the crypto race https://www.theblock.co/post/305771/trump-wants-us-in-charge-of-crypto-before-china
15:46 Vitalik released a Blogpost: https://vitalik.eth.limo/general/2024/07/17/procrypto.html https://x.com/RyanSAdams/status/1813596134020895138 https://x.com/valkenburgh/status/1813634877910319499 https://x.com/tusharjain_/status/1813663311591870495 https://x.com/jchervinsky/status/1813635524026048908 https://x.com/MarconiWight/status/1813320579631706598
25:02 MARKETS L2 Update Scroll TVL increased by 21.9% to $1.01B in the past 7 days https://x.com/WuBlockchain/status/1812732829345947915 Base now 30% bigger https://x.com/jessepollak/status/1811080797706932468
34:19 Bitcoin liquidity Events (Gox and Germany) https://x.com/News_Of_Alpha/status/1813167748115292467 What can MtGox do to the price? https://x.com/ki_young_ju/status/1813277728998609338 Germany is most likely done with selling https://x.com/ArkhamIntel/status/1811830991708639719 How much Germany sold? https://x.com/ArkhamIntel/status/1813601540516524291
38:24 ETH ETF next week!! https://x.com/EricBalchunas/status/1812930206933655759 https://x.com/NateGeraci/status/1812961815833305104 https://x.com/jseyff/status/1813693107214717181 https://x.com/NateGeraci/status/1813698463403765780 https://x.com/coinage_media/status/1813539741851365812 https://x.com/jchervinsky/status/1813571352105979946 . 49:14 BTC ETF daily net flows trending up over the last two weeks https://x.com/WClementeIII/status/1812996129648439633 https://x.com/ericbalchunas/status/1813187237762244840 https://x.com/EricBalchunas/status/1812864261170905281
53:39 Uniswap Extension is now open to everyone! https://x.com/Uniswap/status/1813212643139711384
54:58Crypto Wars 2.0 Positive developments in Roman Storm's Tornado Cash defense https://x.com/valkenburgh/status/1811851516833394994 https://www.coindesk.com/policy/2024/07/12/conduct-versus-code-may-be-the-defining-question-in-roman-storm-prosecution/
58:15 Molly White launched her new crypto initiative https://x.com/molly0xFFF/status/1811836793353884053 https://x.com/RyanSAdams/status/1812950495218045424
1:03:27 MEME of the Week https://x.com/GoingParabolic/status/1813012646339465334
1:04:47 Moment of Zen Bitwise’s new ETH commercial is out! https://x.com/BitwiseInvest/status/1813553235703263276
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Nation, the question today is: Is the U.S. flipping pro-crypto?
The United States has either been anti-crypto or neutral since the birth of Bitcoin. That’s starting to change. For the first time, we actually have momentum in D.C. There will be many battles ahead, but right now, crypto is making progress.
What would a pro-crypto America look like? What laws do we need to pass to get there? Who do we still need to convince, and how close are we? ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:
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🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS 00:00 Intro 06:01 Trump's Assasination Attempt 09:28 Thought On VP Nominee JD Vance 12:59 Why is Crypto Important to You? 16:11 Legislation 20:36 Why Didn't Democrats Pivot? 23:32 SAB-121 Status Update 29:03 The Next Generation of Products 34:22 Gensler's SEC 36:52 Election Impact on Crypto
------ RESOURCES
Rep French Hill: https://x.com/repfrenchhill
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
SOL is currently trading at an 83% discount to ETH - should it be?
Michael Nadeau is a crypto analyst who can help us answer this question. His approach isn’t technical, he isn’t a decentralization-maximalist, and he doesn’t represent any specific tribe. Instead, he focuses on current on-chain fundamentals like daily active users, fee revenue, and Total Value Locked to provide insights.
In our discussion, we explore why fundamentals matter when analyzing crypto assets like ETH and SOL. We review the data for 2024 to see who’s winning and examine the catalysts for both ETH and SOL. Additionally, Michael shares his price predictions for ETH and SOL this cycle and offers insights on which asset will outperform the other in the second half of the bear market.
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/32?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
🐡 PUFFER | CHECK OUT PUFFER UNIFI
https://bankless.cc/PufferUnifi
BANKLESS SPONSOR TOOLS:
🐙 KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🛞 MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄 UNISWAP | BROWSER EXTENSION
https://bankless.cc/uniswap
⚡️ FUEL | EARN FUEL POINTS
https://bankless.cc/fuel
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
TIMESTAMPS
00:00:00 Start
00:02:59 Are Fundamentals Having a Moment?
00:08:59 Solana's 83% Discount
00:12:11 Fundamentals Data
00:17:09 Fees, SOL vs ETH
00:19:52 Fee Generation & MEV
00:22:36 DEX Volume
00:25:31 Stablecoin Volume
00:28:08 Total Value Locked
00:31:49 Core Devs
00:34:50 Value Accrual
00:41:45 The Bull Case For Ether
00:49:22 Upcoming Catalysts
00:57:09 Qualitative Differences
00:59:40 Price: SOL vs ETH
01:04:10 Price Targets
RESOURCES
Michael's Report: https://thedefireport.io/research/sol-discount-eth
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Why are stocks up but crypto’s not? What happened to the bull market?
Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today.
We ask him:
- Are tech stocks in an AI bubble? - Is crypto going to have its moment? - How’s the U.S economy really doing? - What are the next potential market movers?
Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/31?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 5:28 Stocks Outperforming Crypto? 12:36 AI Bubble? 18:05 Buffet Indicator 22:57 Money Markets at ATH 28:21 Crypto ETFs 38:02 Tokenization 42:50 Crypto’s Political Shift 51:37 Crypto’s Pain Points 1:04:19 Inflation 1:12:07 Recession Coming? 1:22:05 Market Movers 1:26:37 Jim Bianco’s Portfolio 1:32:48 Closing & Disclaimers
------ RESOURCES
Jim Bianco https://x.com/biancoresearch
Bianco Research https://www.biancoresearch.com/visitor-home/
Bianco Research Advisors https://www.biancoadvisors.com/
Exponential https://exponential.fi/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup Second Week of July ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 🐡 PUFFER | CHECK OUT PUFFER UNIFI https://bankless.cc/PufferUnifi ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS & RESOURCES 00:00 Start
03:18 ETH CC Vibes https://x.com/TrustlessState/status/1811041008966160595
05:47 Vitalik Updates https://x.com/ranjan3118/status/1810707552256327783 https://x.com/0xMichz/status/1810771333846028629?t=4WJ_G8nmaQfz2fbiB7ggeQ&s=19 https://www.theblock.co/post/304479/vitalik-buterin-pushes-for-ethereum-to-respond-to-51-attacks-in-a-more-automated-way
08:53 Getting Robbed? https://x.com/evanincrypto/status/1810377921628123333
10:09 Speaking of Crime... https://x.com/_b33ts/status/1811171877416792528
10:45 Bankless ETHCC Meetup https://x.com/BanklessHQ/status/1810629985298006148
11:21 Markets https://x.com/caprioleio/status/1809146232104988817 https://x.com/ArkhamIntel/status/1810611088838279436 https://x.com/JoanaCotar/status/1808888782738911614 https://www.theblock.co/post/303911/bitstamp-mt-gox-bitcoin-asap-once-arrives
15:09 Bullish Factors https://x.com/jseyff/status/1809432981573865565?s=46 https://www.theblock.co/data/crypto-markets/bitcoin-etf https://x.com/NateGeraci/status/1810731660247453976
18:18 ETH ETF Incoming https://x.com/EricBalchunas/status/1810331280006861268 https://cointelegraph.com/news/ethereum-etf-launch-close-to-finish-line-bitwise-cco
19:01 Grayscale ETHE https://x.com/SGJohnsson/status/1810420032541020174 https://ycharts.com/companies/ETHE/discount_or_premium_to_nav
25:53 Good Inflation Numbers https://www.barrons.com/news/us-stocks-pause-near-records-after-good-inflation-data-5bb78439 https://x.com/WatcherGuru/status/1811377447461339368
26:34 Stocks Up, Crypto Uhh? https://www.theblock.co/data/crypto-markets/prices/btc-pearson-correlation-30d https://www.tradingview.com/chart/?symbol=NASDAQ%3AQQQ https://x.com/EricBalchunas/status/1808155233274458605
30:38 BUIDL $500M Market Cap https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec
32:48 Tokenized Assets https://app.rwa.xyz/treasuries https://fortune.com/crypto/2024/07/10/goldman-sachs-launch-tokenization-bitcoin-etfs-crypto-mcdermott/ https://www.mckinsey.com/industries/financial-services/our-insights/from-ripples-to-waves-the-transformational-power-of-tokenizing-assets
35:13 ETH Gas Fees Are LOW https://etherscan.io/chart/gasprice https://www.growthepie.xyz/fundamentals/rent-paid https://x.com/lookonchain/status/1808411819700277746 https://thedefireport.io/research/sol-discount-eth
42:08 Crypto Enters GOP Platform https://x.com/nic__carter/status/1810378813089718518?s=46
45:31 Donal Trump Joins Bitcoin Conference https://x.com/TheBitcoinConf/status/1811181245906506031
47:24 The Role of Crypto In Elections https://www.grayscale.com/elections https://x.com/RyanSAdams/status/1811033027834708226
50:31 Celsius Sues Thousand Of Users https://x.com/CelsiusLOC/status/1808137312242479441
53:47 Ethereum Story Documentary https://paragraph.xyz/@ethereumfilm/not-just-a-film https://www.reddit.com/media?url=https%3A%2F%2Fi.redd.it%2Fblo1x040x8d81.png
55:41 Raises https://x.com/romeprotocol/status/1810657493875294558?s=46&t=dAxCjT2P_GIrJMvMgWIpfA
57:04 Meme of The Week
58:09 Moment of Zen https://x.com/BitwiseInvest/status/1810303321099366453
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is it a good idea to diversify your citizenship given the current global landscape?
We brought on Andrew Henderson, an entrepreneur, a global citizen to nearly a dozen countries around the world, and the founder Nomad Capitalist - a company that helps people maximize their freedom by getting multiple citizenships and passports.
Hear why considering a second or even a third citizenship might be beneficial, the most crypto-friendly jurisdictions, and what an exit tax entails. Andrew also shares why he renounced his US citizenship and provides insights into the costs and process of obtaining a second passport.
------ 📣DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-andrew-henderson-interview
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/28
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 6:04 Where Is Andrew? 6:52 Andrew’s Citizenships? 8:26 Audience Overview 10:47 Andrew On Multiple Citizenship? 14:41 Option To Exit 21:17 Why Multiple Citizenship? 29:01 Is Multiple Citizenship Urgent? 35:20. What Is Exit Tax? 41:32 Regaining US Citizenship 46:20 Andrew’s Top 5 Citizenships 51:36 Dual Citizenship: Factors & Process 54:30 Who Is It For? 59:31 Lifestyle Trade-Offs 1:03:51 Crypto-Friendly Jurisdictions? 1:06:02 Digital Citizenships? 1:07:19 Is This Unpatriotic? 1:10:54 What If There’s No Option? 1:15:47 Is This Unfair? 0:23:30 Summary & Resources 1:27:21 Closing & Disclosure
------ RESOURCES
Andrew Henderson https://x.com/nomadcapitalist
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the U.S going to be ok?
Mike Solana (no relation to Solana the chain, that’s his name),is the editor-in-chief of Pirate Wires and the guy who broke the Trump Memecoin news.
We brought him on the show today to try to make sense of the current state of politics in the face of the upcoming election, and what it all means for crypto.
Expect to learn why tech has pivoted right, why democrats are cracking down on crypto, why media in 2024 is fundamentally broken and much more.
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-mike-solana-interview
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/27?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 7:10 $DJT Memecoin 16:36 Crypto Politics 29:39 Mike’s Perspective on Crypto 34:12 Memetic Wars 37:58 Growth vs Degrowth 43:22 Information Wars 53:35 Social Media 1:01:52 Being Terminally Online 1:14:18 Media in 2024 1:26:30 2024 Election 1:31:15 Closing & Disclaimers
------ RESOURCES
Mike Solana https://x.com/micsolana
Pirate Wires Daily https://get.piratewires.com/pw/daily
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup First Week of July ------ 📣 MANTLE QUEST ON AIRDROP HUNTER | WIN 1,000 $MNT https://bankless.cc/MantlesAnniversary ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS & RESOURCES 00:00:00 Happy 4th Of July
00:08:04 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd
00:10:13 A Likely Outcome
00:11:59 When ETF? https://x.com/NateGeraci/status/1807041501077110986 https://x.com/NateGeraci/status/1807548524910850284 https://www.youtube.com/watch?v=xaP5d1pmncY&ab_channel=Bankless
00:14:39 South America Is Growing https://thedefiant.io/news/defi/ethchile-highlights-triple-digit-growth-in-south-american-crypto-ownership
Crecimiento https://docs.google.com/document/d/15Mb1j9quuNAqZzuBfY60F9Y82emWjUktVfw8k--eeiw/edit#heading=h.u6pn408b547d
00:16:48 Why Are We Down? https://x.com/eli5_defi/status/1807712012342092145?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
00:22:40 Supreme Court overturned Chevron Deference https://x.com/JBSDC/status/1806799823107997893 https://www.supremecourt.gov/oral_arguments/argument_transcripts/2023/22-451_o7jp.pdf https://youtu.be/JlsM_k7PutQ?t=1243 https://x.com/JTLonsdale/status/1806697088509469119 https://x.com/balajis/status/1806773841395675218
00:28:02 Negative Takes https://x.com/kylascan/status/1806706937083441274 https://x.com/JBSDC/status/1806809534322590069
00:29:38 SEC Sues Consensus https://www.sec.gov/newsroom/press-releases/2024-79 https://x.com/MikeSeligEsq/status/1806834455962652760
00:35:51 US Marshals Service picks Coinbase https://www.coinbase.com/en-gb/blog/u-s-marshals-service-chooses-coinbase-to-safeguard-trade-its-large-cap https://x.com/ErikVoorhees/status/1806105760461726023
00:37:00 BNB and BUSD Sales Aren’t Securities https://x.com/EleanorTerrett/status/1806896212173328850 https://x.com/MetaLawMan/status/1807075663666434311
00:40:53 ZKsync Elastic Chain https://x.com/zksync/status/1808125972434067699 https://imgur.com/nYDhE9u https://x.com/hudsonjameson/status/1808326321728283093
00:47:19 Zerion No-Fee Chain https://x.com/zerion/status/1806364593352016174
00:48:16 Election Season is Polymarket Season https://www.coindesk.com/policy/2024/06/28/crypto-unmentioned-at-first-2024-presidential-debate/ https://polymarket.com/event/presidential-election-winner-2024?tid=1719919681564
00:55:53 Vitalik Likes https://x.com/vitalikbuterin/status/1808092065483436481?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g
00:56:37 Coinbase and Stripe https://x.com/coinbase/status/1806425092513210492
00:57:06 Pay On Warpcast https://x.com/dwr/status/1806774735109562789
00:57:58 IRS issued crypto tax regime for 2025 https://www.irs.gov/newsroom/treasury-irs-issue-final-regulations-requiring-broker-reporting-of-sales-and-exchanges-of-digital-assets-that-are-subject-to-tax-under-current-law-additional-guidance-to-provide-penalty-relief-address
01:00:23 Circle's New License https://x.com/jerallaire/status/1807791418489889279 https://x.com/paddi_hansen/status/1808085759947124778
01:01:44 Raises Of The Week https://x.com/astriaorg/status/1808534932060614983?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://www.youtube.com/watch?v=5809YJpbhFg
01:02:59 JokeRace Update https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7
01:04:54 Meme Of The Week https://x.com/testinprodcap/status/1806735419792302142
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the Chevron Deference case good for crypto? Is it good for the U.S.? Or is this a giant tradeoff that will lead to bad outcomes?
Crypto enthusiasts, pro-tech individuals, and those on the right say this will stop regulators from making random rules.
Non-crypto sources, mainstream media, and those on the left say it will lead to chaos, unchecked corporations, and poor governance.
So, what’s the truth? That’s what we’re here to find out. Our guest today is Justin Slaughter, current policy director at Paradigm and previous senior adviser of the SEC and chief policy adviser of the CFTC.
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------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 3:51 Slaughter 4:14 Ex-SEC & Ex-CFTC 6:52 Is D.C. Out to Get Us? 7:50 (Loper Bright) Chevron Deference 22:56 Arbitrary & Capricious 26:00 Impact of Shift in Power 32:04 Summary So Far 37:57 Different Framing Argument 41:12 Congress Not Doing Their Job? 47:46 Good For The Left? 51:06 Crypto Implications 55:04 Enforcement Action 56:53 The New Power Fight 58:18 Closing & Disclaimers ------ RESOURCES
Justin Slaughter https://x.com/JBSDC
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the Ethereum ETF Bullish for ETH?
Matt Hougan and Alex Thorn put together their own analysis of inflows for the ETH ETF. Remarkably, their numbers came in somewhere close to the same place.
We discussed how much demand there will be for the ETH ETF, whether or not it will overperform or underperform expectations and the overall state of the Crypto Market today.
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------ TIMESTAMPS
0:00 Intro 2:18 When ETH ETF? 7:16 Data Gathering Process 13:59 The BTC ETF Datapoint 24:17 Estimating ETH ETF Inflows 42:19 Price Impact 52:36 The ETH ETF Bear Case 1:03:14 Solana ETF? 1:05:44 The State of the Market 1:13:53 Closing & Disclaimers
------ RESOURCES
Matt Hougan https://x.com/matt_hougan
Alex Thorn https://x.com/intangiblecoins
Bitwise https://bitwiseinvestments.com/
Galaxy Digital https://www.galaxy.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
We’re on the edge of our seats with the potential Ethereum ETF launch just days away. Are ETH ETF products finally going to be tradeable next week?
Solana is also in the spotlight, hinting at its own ETF while rolling out impressive innovations like ZK Compression and Blinks.
The Blast token has also finally dropped! Are you eligible? We unpack everything you need to know.
Plus, Ethereum’s new execution client might unlock a hidden beast. And we cover everything happening price with prices. Are we in a crypto bull or bear? Tune in to find out.
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------ 📣PERMISSIONLESS | GET YOUR TICKETS NOW https://bankless.cc/PermissionlessDiscount
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:19 Markets
3:53 Mt.Gox is ready to distribute the bitcoin https://x.com/WatcherGuru/status/1805168222645244311 https://x.com/Ian_Unsworth/status/1805251746354131379
9:07 Germany is about to start selling the seized bitcoin https://x.com/ArkhamIntel/status/1805542881454633282
9:30 Meanwhile, the U.S. government sent $240M of BTC to Coinbase https://x.com/DegenerateNews/status/1806012142094614695 https://x.com/RyanSAdams/status/1806347784129290364
11:09 ETH Tailwinds https://x.com/Matt_Hougan/status/1804137327964438729 https://x.com/econoar/status/1805123906602144125
15:31 L2 Update https://l2beat.com/scaling/summary https://rollup.wtf/
17:33 Bitcoin flows https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-onchain-flows https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-on-chain-total-net-flows
18:21 All spot ETH ETF S-1 amendments are now in! https://x.com/NateGeraci/status/1804264951315403233 https://x.com/matthew_sigel/status/1805624888821989576 https://x.com/Matt_Hougan/status/1805941968838533534
21:20 Cooked Airdrops https://x.com/k1z4_/status/1804498112154620370 https://imgur.com/a/q7riQXD
27:41 Is Solana getting an ETF? https://x.com/matthew_sigel/status/1806313241431138434 https://x.com/JSeyff/status/1806322096924217412 https://x.com/JSeyff/status/1806324109045031034 https://x.com/EricBalchunas/status/1806319656694628659 https://x.com/JSeyff/status/1806330548887093414 https://x.com/jchervinsky/status/1806331553594675563 https://www.coingecko.com/en/coins/solana
32:10 Solana’s Blinks + ZK Compression https://x.com/solana/status/1805587979723063440 https://x.com/phantom/status/1805588661213220968 https://x.com/dabit3/status/1805955810800947472 https://x.com/0xCygaar/status/1804536674338357368 https://x.com/ufukaltinok/status/1804362153903681823
39:20 Blast launched their airdrop https://x.com/Blast_L2/status/1805630569830924310 https://www.coingecko.com/en/coins/blast https://x.com/blur_io/status/1805631184028024909 https://x.com/OlimpioCrypto/status/1805634498358366697
45:44 Ethereum execution client Reth was launched! https://x.com/gakonst/status/1805920383390154845
48:52 MiCA is about to enforce strict rules for stablecoins https://www.theblock.co/post/301989/eu-crypto-mica-stablecoin-disruption https://x.com/SethHertlein/status/1799102535459877201
52:15 Gary Continues Taking Ls https://x.com/MinarikLaw/status/1805715857030439306 https://x.com/EleanorTerrett/status/1806334142432293142 https://x.com/milesjennings/status/1806354239092080665 https://x.com/WatcherGuru/status/1806303516694122663 https://www.coindesk.com/policy/2024/06/27/coinbase-accuses-us-sec-fdic-of-improperly-blocking-document-requests/
56:39 Winklevoss twins donated $2M in BTC to Trump’s campaign https://x.com/tyler/status/1803872859938549920
59:10 Raises and BVC Investments https://x.com/hotpot_dao/status/1806357081231909168 https://x.com/KAndrewHuang/status/1805632313759514783
1:01:47 Voting on Bankless Nation podcast suggestions starts today! https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7
1:03:34 July schedule… https://lu.ma/k0amrrnz https://x.com/TrustlessState/status/1805381346510225776
1:04:58 Meme of the Week https://x.com/BitwiseInvest/status/1806326930477654147
1:05:43 Closing & Disclosures
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
David is joined by Leighton Cusack and Matt Metkov, two members of PleasrDAO, the organization that owns and is releasing the Wu-Tang Album.
The Wu-Tang Clan created a unique album, “Once Upon a Time in Shaolin,” to combat music’s devaluation in the digital age. It was bought by Martin Shkreli in 2015, who later lost it due to a fraud conviction. In 2021, PleasrDAO, a crypto collective, purchased the album to restore its value and make it accessible to the public, promoting fairer digital ownership in the Web3 era.
Hear how you can own the most exclusive music album and help support the movement.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 9:09 What’s Special About This Album? 11:13 One-Off Event Or New Path For Artists? 14:24 Music Scenario: 2014 vs. Now? 17:41 Music Renting VS Collecting/Ownership 22:25 How To Own The Album? 26:47 Rights & Collaboration 28:07 Rethinking Music Distribution 31:02 Magnitude Of Album Release 32:47 Why Crypto People Should Care? 34:56 David On The Album Songs 38:05 Where To Own The Album? 40:16 Sales & Record-Breaking Week 43:48 Closing & Disclosures
------ RESOURCES
Mint Here https://thealbum.com
Leighton https://x.com/lay2000lbs
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is the crypto bull market over? The crypto sentiment has suddenly flipped bearish. The skeptics are saying that the ETH ETF will amount to nothing. Gox will dump on you. There are no new crypto use cases. There’s too much token supply. The bearish list goes on. So what gives? Is this just summertime slowness or is the bull market over? ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/21 ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/ 🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS & RESOURCES 0:00 Intro 1:15 Current Market Sentiment https://x.com/splitcapital/status/1805346083981201775 https://x.com/biancoresearch/status/1805341535967527200 https://x.com/SplitCapital/status/1805349168229367936 https://x.com/cryptobran_/status/1805331025905729983 https://x.com/mrjasonchoi/status/1804107651854594071 https://x.com/tmnxeq/status/1804913082571071679 12:49 ETH ETF is Bearish https://x.com/Rewkang/status/1804735595111211104 16:26 Gox will Dump on You https://x.com/WatcherGuru/status/1805168222645244311 https://x.com/RyanSAdams/status/1804138577204289900 19:20 No New Crypto Use Cases https://x.com/0xCygaar/status/1801667353207521364 https://x.com/divine_economy/status/1802510497633198565 https://x.com/milesdeutscher/status/1800190273517211699 26:09 Any Bulls Left? https://x.com/econoar/status/1805447135141544280 https://x.com/milesdeutscher/status/1805249025643581761 https://x.com/fejau_inc/status/1805242741494005780 https://x.com/intangiblecoins/status/1805244957252284916 https://x.com/intangiblecoins/status/1805244973261914582 https://x.com/pythianism/status/1805608579422208061 https://x.com/pythianism/status/1804987849059787113 https://x.com/iamDCinvestor/status/1804998114090389795 https://x.com/cburniske/status/1805308535611502763 https://imgur.com/DXcyjMS 43:27 Closing & Disclosures ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What if the information anarchy of the internet spells the downfall of liberalism?
Economist Noah Smith and Ethereum Founder Vitalik Buterin join us for a fascinating discussion on why Authoritarianism might be the answer to the current information warfare. Yes, you heard that right.
We start the episode by defining liberalism, how it has brought excessive polarization and why totalitarianism might be the only solution left. We then steelman the case against this same argument and how blockchains and crypto could play a role in all this.
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------ BANKLESS SPONSOR TOOLS:
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🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS
0:00 Intro 8:53 Defining Liberalism 21:50 Information Warfare 42:17 Summarizing the Argument 55:09 Could the Thesis be Wrong? 1:11:12 Information Leviathans 1:34:13 The Role of Blockchains 1:38:22 Closing & Disclaimers
------ RESOURCES
Vitalik Buterin https://x.com/VitalikButerin
Noah Smith https://x.com/Noahpinion
Noahpinion Blog https://www.noahpinion.blog/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Why should we fight for Freedom of Speech?
That’s the question that Free Speech Lawyer and Writer Greg Lukianoff helps us answer today.
Using first principles, Greg goes deep into the importance of Freedom of Speech, “Free Speech Culture”, what happens to Free Speech when new technologies like the printing press and the internet are introduced, and how all this intersects with blockchains and crypto.
------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-greg-lukianoff-interview
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------ BANKLESS SPONSOR TOOLS:
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 6:19 Defining Free Speech 15:59 Free Speech Origins 19:43 The Printing Press 37:11 The Constitution 39:50 Free Speech Culture 47:48 What Protects Free Speech 55:57 Generational Differences 1:09:17 Censorship Societies 1:16:29 The Internet 1:21:04 AI & Free Speech 1:23:04 Web2 Censorship 1:27:17 Freedom to Transact 1:36:38 Privacy 1:38:30 How to Get Involved 1:40:49 Closing & Disclaimers
------ RESOURCES
Greg Lukianoff https://x.com/glukianoff
The Eternally Radical Idea Newsletter https://greglukianoff.substack.com/
FIRE https://www.thefire.org/
Support FIRE Today! https://www.thefire.org/donate
The Canceling of the American Mind https://www.amazon.com/Canceling-American-Mind-Undermines-Threatens-ebook/dp/B0BTZT9PLM/ref=tmm_kin_swatch_0?_encoding=UTF8&sr=8-1
Free Speech: A History from Socrates to Social Media https://www.amazon.com/Free-Speech-History-Socrates-Social/dp/1541600495/ref=sr_1_1?sr=8-1
Revolution in the Age of Social Media https://www.amazon.com/Revolution-Age-Social-Media-Insurrection-ebook/dp/B00GVZJWAM
Free Speech, The People's Darling Privilege https://www.amazon.com/Free-Speech-Peoples-Darling-Privilege/dp/0822325292
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 3rd Week of June 2024
The SEC drops all charges against Ethereum 2.0—could it now be recognized as a commodity? Plus, hints surface about the launch date of the ETH ETF!
Airdrop season is still alive and well! LayerZero and zkSync tokens launched recently. Find out if you’re eligible and the market’s reaction.
And, did Baron Trump really launch a DJT memecoin on Solana? We unpack the latest buzz and drama. Tune in for all the details and so much more!
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------ BANKLESS SPONSOR TOOLS:
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
2:55 MARKET https://x.com/WhalePanda/status/1802958996392870368 https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-flows https://x.com/CryptoDonAlt/status/1802743515941609572 https://www.tradingview.com/chart/?symbol=AMEX%3ASPY https://x.com/saylor/status/1803763490928119950
9:35 ETH Price & ETH ETF Going Live https://x.com/EricBalchunas/status/1801725292404261308
13:03 Total Crypto Market Cap
13:46 L2Beat https://dune.com/hildobby/blobs https://dune.com/sealaunch/dex-metrics-on-base?Select+Date+Granularity_ed0f38=week&Select+Timeframe_ed47bb=365 https://imgur.com/YuXZfAv https://x.com/WazzCrypto/status/1803858912166449480 https://twitter.com/wbnns/status/1803217959479025857 18:40 Combo ETH + BTC ETF https://x.com/NateGeraci/status/1803080047303036971 https://x.com/Matt_Hougan/status/1803767324605886515 https://x.com/matthew_sigel/status/1801342560977190937 https://youtu.be/T2Ur8Dhc3uQ?si=Obqn5eY89sEUEdwi https://youtu.be/KUMGYEKIiGw?si=fS4pae1N_rr1f0C0
21:35 AIRDROP Season in full swing Bankless Claimables and AIrdrop Hunter https://www.bankless.com/claimables/reveal https://x.com/LayerZero_Fndn/status/1803744985029788042 https://www.coingecko.com/en/coins/layerzero https://x.com/LayerZero_Fndn/status/1803742303204323494 https://layerzero.foundation/claim https://www.theblock.co/post/300389/zksync-live-mcap-airdrop https://www.coingecko.com/en/coins/zksync https://x.com/TheZKNation/status/1802626483770265991 https://x.com/TheZKNation/status/1801378349442269345 https://docs.zknation.io/zk-token/zk-token-faq https://x.com/nansen_ai/status/1803003153820082270 https://x.com/cobie/status/1803071393484939602
31:58 MOTHER + DADDY Update https://www.coingecko.com/en/coins/mother-iggy https://x.com/IGGYAZALEA https://x.com/jimcramer/status/1800893795346637193 https://www.coingecko.com/en/coins/daddy-tate
37:21 What’s going on with $DJT? https://www.coingecko.com/en/coins/trumpcoin-2 https://x.com/PirateWires/status/1802825492405669930 https://www.newsweek.com/crypto-djt-barron-trump-martin-shkreli-1915147 https://x.com/ArkhamIntel/status/1803161788164288875 https://x.com/ArkhamIntel/status/1803471430727901455 https://x.com/zachxbt/status/1803240784436797871 https://x.com/zachxbt/status/1803371615524364503 https://x.com/jmgramke/status/1803792368388264399 https://x.com/WatcherGuru/status/1803759609808564306 https://x.com/MartinShkreli/status/1803821631279612367
50:38 U.S. SEC closes investigation in Ethereum! https://x.com/Consensys/status/1803230653120659641 https://x.com/laurabrooksie1/status/1803237492130234633 https://x.com/RyanSAdams/status/1803412140289560849 https://x.com/RyanSAdams/status/1803783619997052977
54:30 BitWise launches a new Ethereum ad for their incoming ETH ETF https://x.com/BitwiseInvest/status/1803789737620078875 https://zora.co/collect/base:0x9ada0269656e7855c95f54a34d4ef94f78892038/1
1:00:12 Kraken exploit for 3m and some drama - vs Certik https://x.com/c7five/status/1803403565865771370 https://x.com/P3b7_/status/1803479749005549647 https://x.com/tayvano_/status/1803478049280893040 https://x.com/sethforprivacy/status/1803520795735683528
1:06:34 Donald Trump wants all remaining Bitcoin to be 'Made in USA' https://x.com/intangiblecoins/status/1801771689249787936
1:08:06 Optimism & Tether Releases https://x.com/Optimism/status/1800974991313469445 https://chain.box https://x.com/Alloy_tether/status/1802676443781923289
1:10:45 Bankless ETHCC Meetup https://lu.ma/k0amrrnz
1:12:10 Who won the ETH ETF Pitch competition? https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706
1:13:45 Another voting for Bankless Nation! https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7
1:15:38 MEME of the Week https://x.com/PleasrDAO/status/1803572250278514999
1:16:17 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Sam Jernigan, the “Unofficial ETH Maxi of Wall Street”, has been evangelizing Ethereum to institutional funds and billionaires from inside the house for the past five years.
Having the perfect blend of deep Ethereum knowledge and the full Wall Street experience, Sam guides us through how he became an ETH Maxi, why the lack of understanding of ETH in TradFi is the most bullish case for the asset and what the future holds for ETH institutional adoption.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/17
------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS
0:00 Intro 7:47 Defining TradFi 20:05 Ethereum’s P/E Ratio 23:49 Sam’s Background 40:44 Becoming an ETH Maxi 52:57 The State of ETH in TradFi 57:38 ETH Bull Case 1:06:11 The Flippening 1:12:11 ETH ETF 1:19:26 Security vs Commodity Debate 1:24:00 TradFi: Friend or Foe? 1:34:39 Regulation 1:46:07 Closing & Disclaimers
------ RESOURCES
Sam Jernigan on X https://x.com/sjerniganiv
Sam Jernigan on LikedIn https://www.linkedin.com/in/samjernigan07302015/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode, David Hoffman is joined by Matthew Sigel, Head of Digital Assets Research at VanEck, to unpack VanEck's groundbreaking ETH 2030 report. They discuss the $154,000 bull case, $22,000 base case, and $340 bear case for Ethereum, and the factors behind these predictions.
Matthew dives deep into the role of ETH ETFs and shares insights into ETH's evolving narrative in institutional portfolios. He also provides interesting analogies and comparisons between ETH and Web 2.0, explaining how VanEck will help traditional investors understand and invest in ETH using these narratives and real market data.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/16
------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:16 VanEck Vibe Check ? 8:11 VanEck ETH 2030 Price Prediction Report 12:31 Last Year’s Report vs. Present Report 15:10 Ethereum Narrative For Retail 19:14 Pitching ETH To Customers 25:15 Parameters For Bear, Base & Bull? 28:49 What If ETH Reaches $154,000 32:31 ETH’s Most Bearish & Bullish Scenarios 33:40 Solana’s MEV vs. ETH’s MEV 41:28 BTC & ETH Allocation In Portfolio 45:59 Can Data Help Matthew Convince Customers? 49:30 $15B In ETF Assets 50:30 Closing & Disclosures
------ RESOURCES:
Matthew Sigel https://x.com/matthew_sigel
VanEck https://www.vaneck.com/us/en/ https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-eth-2030-price-target/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Now that CZ is gone, who’s going to fill his shoes?
His name is Richard Teng, the new Binance CEO. He’s joining the podcast today to not only share the story of how he got here, but also to define his vision for the future of Binance.
We ask him: Who is Richard Teng? What was it like to work with CZ? Why Crypto? What is going on in Nigeria? Bull Market Predictions?
If you want to know who’s taking charge in the next era of Binance, this episode is for you.
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-richard-teng-interview
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/15?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:16 Who’s Richard Teng 15:54 The Last 2 Years 24:30 Filling CZ Shoes 34:58 The Future of Binance 48:33 What is Going on in Nigeria? 54:31 Why Crypto? 1:03:33 BNB Chain 1:05:48 Richard Teng’s Routine 1:08:25 Bull Market Predictions 1:14:21 Advice for Investors 1:16:17 User Fund Security 1:19:31 Closing & Disclaimers
------ RESOURCES
Richard Teng https://x.com/_RichardTeng
Tigran Gambaryan Article https://www.binance.com/en/blog/leadership/from-richard-teng-binance-ceo-tigran-gambaryan-is-innocent-and-must-be-released-3634612934164622056
Binance Proof of Reserves https://www.binance.com/en/proof-of-reserves
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 2nd Week of June 2024
------ ✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x9171d31d50857506ebf5c2f20e5690a126ea6687/2
------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
TIMESTAMPS & RESOURCES
0:00 Intro
3:31 Markets
8:20 Gary G Says ETH ETF Approval “Sometime in Summer” https://x.com/tier10k/status/1801261940615848004
9:19 L2 Update
11:04 The Fed expects to cut rates just once this year https://www.cnbc.com/2024/06/12/fed-meeting-today-on-interest-rate.html
15:41 Will BTC ETF follow the gold ETF success path? https://x.com/hongkim__/status/1799442365892985257
20:48 ZKSync introduced ZK token https://x.com/TheZKNation/status/1800424206129357194 https://app.aevo.xyz/perpetual/zk https://x.com/eekeyguy_eth/status/1800461976969035910 https://blog.zknation.io/zk-token/ https://zknation.ghost.io/content/images/2024/06/points.png https://x.com/LibraryDefi/status/1800589632909832509 https://x.com/Gautamguptagg/status/1800539906923733397 https://x.com/Gautamguptagg/status/1800539906923733397 https://x.com/TheZKNation/status/1801020410563060031 https://x.com/TrustlessState/status/1801024526001815616 https://x.com/TrustlessState/status/1800758353511207103
36:46 Speaking of Airdrops: Taiko launched their TAIKO token https://x.com/taikoxyz/status/1798336750668136851 Find out whether you are eligible via Claimables! https://bankless.cc/3Jte55n
38:33 Optimism’s fault proofs are live! https://x.com/l2beat/status/1800530188171674070 https://x.com/VitalikButerin/status/1800547329931620625
49:23 Pectra is about to became the biggest upgrade of Ethereum history: https://x.com/sassal0x/status/1798869850200412383
55:34 Symbiotic introduced their restaking platform https://x.com/symbioticfi/status/1800530004776022493
59:29 Eigen Labs acquired Rio Network https://x.com/eigen_labs/status/1800888626642899321
1:01:41 Crypto:The Game was acquired by Uniswap! https://x.com/cryptothegame_/status/1800199946739822594
1:06:28 PleasrDAO releases the WuTang Album https://pitchfork.com/news/wu-tang-clan-once-upon-a-time-in-shaolin-turned-into-nft/ https://www.thealbum.com/
1:09:12 Terraform Labs agreed to pay SEC $4.5B! https://www.coindesk.com/policy/2024/06/12/terraform-labs-do-kwon-agree-to-pay-sec-a-combined-45b-in-civil-fraud-case/ https://x.com/TrustlessState/status/1800955721955283053
1:11:44 Alchemy introduced platform for building rollups https://x.com/alchemyplatform/status/1798747911226040679
1:13:03 New Paradigm Fund https://x.com/matthuang/status/1801283717664526835
1:14:41 The Daily Gwei https://www.youtube.com/@TheDailyGwei/videos https://x.com/thedailygwei https://x.com/sassal0x https://podcasts.apple.com/us/podcast/into-the-ether/id1443920565
1:15:49 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today on the show, we’re exploring the frontier of ZK Rollups on Bitcoin!
The Bitcoin L2 landscape is standing on the shoulders of this technical implementation called BitVM. We brought Robin Linus, one of the author’s of the BitVM White Paper, to not only dive into how BitVM got started, but more importantly, what it means for the future of Bitcoin.
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-robin-linus-interview
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/14?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 5:03 Who is Robin Linus? 10:20 Why Bitcoin? 16:19 Bitcoin Needs to Scale 22:15 BitVM Eureka Moment 24:31 The State of BitVM 27:19 BitVM vs Ethereum Rollups 33:45 How Does BitVM Work? 46:07 BitVM Critiques 55:07 The Bitcoin L2 Space 59:33 The BitVM Endgame 1:03:07 The Future of Bitcoin 1:07:09 Closing & Disclaimers
------ RESOURCES
Robin Linus https://x.com/robin_linus
Robin Linus Website https://robinlinus.com/
BitVM https://bitvm.org/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Ethereum ETF is coming. What’s the best narrative for ETH to sell to TradFi/Wall Street? Ryan and David discuss the 7 leading ETH Narratives and then have a pitch-off amongst themselves. Each of them prepared a 1-2 minute pitch and then they each spend some time unpacking each other’s pitch and analyzing each point. Bankless Citizens get to vote - whose was better? Ryan or David’s? The winner gets a bragging rights POAP.
------ 📣BANKLESS CITIZENS VOTE HERE https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/13?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro
2:26 Eric Balchunas https://x.com/EricBalchunas/status/1794023427327533456
4:44 ETH Narratives https://x.com/TrustlessState/status/1795595286972383494
5:58 Ethereum is a Tokenization Platform https://twitter.com/ChainLinkGod/status/1798133271139901668 https://twitter.com/ChainLinkGod/status/1798133271139901668/photo/1
9:26 Ethereum is an app store https://twitter.com/jdorman81/status/1792927796353814640
13:56 Operating system and app store https://x.com/RasterlyRock/status/1791217181012701682
17:15 ETH is Digital Oil https://twitter.com/0xkydo/status/1740750772093296938
20:37 ETH is an Internet Bond https://www.bankless.com/eth-the-internet-bond
23:38 Programmable Money https://x.com/econoar/status/1124311475428790273
25:59 "ETH is Ultra Sound Money" https://twitter.com/drakefjustin/status/1352734923703123968
31:44 Pitches + Debrief/Analysis + Vote https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706
44:05 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
“Energy is the base layer of money” - that’s how our guest Luke Gromen puts it in today’s episode.
Luke is an Author and Investor who gives us a completely new way to look at money, through the lens of energy costs.
The essential learning of today’s show is that you can’t understand money until you understand energy markets. Apart from that Luke explains why the price of oil is about to force a monetary system change, why the 60/40 portfolio is dead and much more.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/11?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-luke-gromen-interview
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 5:57 Luke’s Thesis 12:23 Energy lens 23:23 Arc of the Dollar 28:31 Why Oil? 31:31 Energy as a Denominator 38:12 Energy Price Changes 45:31 Energy Miracles 59:22 Monetary System Change 1:10:41 Capital Controls 1:18:12 Future of the US 1:24:56 How to Prepare 1:30:37 Closing & Disclaimers
------ RESOURCES
Luke Gromen https://x.com/LukeGromen
FTT, LLC https://fftt-llc.com/
Luke Gromen Weekly Newsletter https://fftt-treerings.com/
Visualizing the History of Energy Transitions https://www.visualcapitalist.com/visualizing-the-history-of-energy-transitions/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 1st Week of June 2024
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/12?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
TIMESTAMPS & RESOURCES
0:00 Intro
3:26 Prices
4:30 L2 Update https://x.com/jessepollak/status/1798731497173905439 https://x.com/0xKofi/status/1797645289307951127 https://x.com/Uniswap/status/1797624523711561828 https://x.com/RyanSAdams/status/1798460468069085234
10:00 3 more milestone numbers on the wk https://x.com/TrustlessState/status/1798497346512412898 https://x.com/0xDeFiDevin/status/1797462120713613511 https://twitter.com/sorellalabs https://www.coingecko.com/en/coins/bnb
17:52 FROTHY STONKS https://x.com/greg16676935420/status/1798404597897363936 https://companiesmarketcap.com/assets-by-market-cap/ https://www.reddit.com/user/DeepFuckingValue/ https://www.tradingview.com/chart/?symbol=NYSE%3AGME https://x.com/JasonHitchcock/status/1797437168324899192
26:04 ETFs are back baby! Wen ETH ETF, wen banana zone for ETH? https://x.com/CarpeNoctom/status/1798170536146825630 https://x.com/ericbalchunas/status/1798156058487382232 https://x.com/bitcoinmagazine/status/1796120216780333409 https://x.com/EricBalchunas/status/1797644643712262482 https://finance.yahoo.com/news/blackrock-says-10m-seed-money-174942096.html https://x.com/ericbalchunas/status/1796606348324634798 https://x.com/EricBalchunas/status/1797589909768949827 https://x.com/EleanorTerrett/status/1798351844248576311 https://x.com/AlexanderGrieve/status/1798352191713157308 https://x.com/RyanSAdams/status/1796543517671424065 https://x.com/tradetheflow_/status/1797520578087465295/photo/2 https://x.com/vaneck_us/status/1798428976068657411 https://x.com/vaneck_us/status/1798432653726658619
43:55 President Biden missed the layup - vetoed SAB-121 https://www.whitehouse.gov/briefing-room/presidential-actions/2024/05/31/a-message-to-the-house-of-representatives-on-the-presidents-veto-of-h-j-res-109/ https://www.aba.com/advocacy/policy-analysis/letter-to-president-biden-sab-121 https://x.com/faryarshirzad/status/1796837972978872764 https://x.com/nic__carter/status/1796687373314445766 https://x.com/standwithcrypto/status/1798433256339079417 https://x.com/fejau_inc/status/1796310685330051121 https://www.coindesk.com/markets/2024/05/30/trump-token-sinks-after-former-us-president-is-found-guilty-in-new-york/
52:50 Robinhood Acquires Bitstamp https://x.com/RobinhoodApp/status/1798672303519342898 https://twitter.com/vladtenev/status/1798680590344126963
55:05 Celebcoin Culture Wars https://www.coingecko.com/en/coins/mother-iggy https://x.com/VitalikButerin/status/1798290424622113230 https://x.com/IGGYAZALEA/status/1798471807647068297 https://x.com/haydenzadams/status/1798551176834638114
59:32 ETH Coinbase’s smart wallets is now officially launched! Is this how we get to billions? https://www.coinbase.com/blog/a-new-era-in-crypto-wallets-smart-wallet-is-here https://x.com/jessepollak/status/1797772737207062752
1:02:31 StarkWare plans to bring ZK scaling to Bitcoin alongside Ethereum https://x.com/StarkWareLtd/status/1797985467666940265 https://bankless.cc/PermissionlessDiscount
1:05:31 Punks below 30 ETH https://x.com/punksOTC/status/1798093880711155918
1:06:26 Blackrock and Citadel wants to launch new rival Stock Exchange in Texas https://www.reuters.com/markets/us/blackrock-citadel-backed-group-start-new-national-stock-exchange-texas-wsj-2024-06-05/ https://x.com/delzennejc/status/1798399433651974301
1:10:21 Raises and BVC Investments Mountain raised $8M in Series A https://x.com/MountainUSDM/status/1798740495679815731
1:11:35 MEME of the Week https://x.com/TrustlessState/status/1798124339843449065
1:12:19 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
After 3 months of flat crypto prices, people are asking “where are we in the cycle”? What if the real bull hasn't even started yet?
How big of the impact can the ETH ETF's really have and can they really take us to the coveted.... Banana Zone? All of that and more on this weeks episode of Bankless Takes.
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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
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------ TIMESTAMPS 00:00 Intro 03:18 The Bull Run is Boring 06:35 What Inning Are We In? 16:28 Demand For Gold Reserves 23:19 The Banana Zone 28:22 ETH ETF Impact 35:30 Celeb Memecoins 43:12 Key Takeaways
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/9?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-justin-drake-vs-anatoly-yakovenko-interview
------ Ethereum vs. Solana. That’s the debate we’re having today.
On Ethereum’s side we have Ethereum Researcher Justin Drake, and on the Solana’s we have Solana’s Co-Founder Anatoly Yakovenko.
They give us the good, the bad and the ugly of each other’s blockchain, settling their endgame towards the end of the episode.
This was one, if not the spiciest debate we had on the show. We tried our best to give both guests time with minimal intervention. At times went well, at others it caused deep semantic rabbit holes. But overall both guests were able to communicate their messages.
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🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
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------ TIMESTAMPS
0:00 Intro 4:20 The Good 19:33 The Bad 46:23 Global Shared State 1:00:28 Economic Security 1:24:28 The Ugly 1:41:43 The Endgame 1:49:42 Closing & Disclaimers
------ RESOURCES
Anatoly Yakovenco https://twitter.com/aeyakovenko
Justin Drake https://twitter.com/drakefjustin
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/8?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ Bankless Friday Weekly Rollup Last Week of May
------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🌐 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
------ TIMESTAMPS & RESOURCES 00:00:00 Injury Updates
00:05:16 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd
00:07:22 ETF Update https://x.com/tier10k/status/1793758369804886200?s=46&t=LKBC7Qtm18FnZ380xCF2pA
00:09:08 When Will ETFs Launch? https://x.com/EricBalchunas/status/1795934675380109479 https://x.com/NateGeraci/status/1795255561753424157 https://x.com/JSeyff/status/1795933440090452413
00:11:09 ETH Price Impact https://imgur.com/a/rkIfckX https://www.theblock.co/post/296237/qcp-capital-predicts-spot-ethereum-etf-approvals-could-drive-prices-higher https://www.grayscale.com/research/reports/the-state-of-ethereum https://thedefireport.io/research/the-turning-point#a-simple-framework-to-think-about-p https://x.com/ZachLight16/status/1794778924381082003
00:19:31 The ETH Narrative https://x.com/TrustlessState/status/1795595286972383494 https://youtu.be/vo2PjvZHIR4?si=ICEq25ulL4iaguOg&t=140 https://youtu.be/rlZo7x2ABHw?si=K6WKpHGP-4_L1k5w&t=50 https://x.com/jdorman81/status/1792927796353814640
00:30:26 David's Challenge
00:34:47 The Saylor Pivot https://x.com/JasonYanowitz/status/1793627497398948193 https://x.com/BeagleBitcoin/status/1794443617399885986 https://x.com/nic__carter/status/1792706827748294947 https://x.com/sassal0x/status/1794603287431528522
00:41:05 Presidential Pivot https://x.com/yugacohler/status/1794540212254589369 https://twitter.com/BitcoinMagazine/status/1794535395176366260?t=zcNFn9egY0fRCpxYNRu7sQ&s=19 https://www.theblock.co/post/297504/biden-campaign-shifts-crypto-stance-engages-crypto-industry-presidential-elections-2024?utm_source=twitter&utm_medium=social
00:47:21 Celeb Coins https://x.com/Caitlyn_Jenner/status/1794886435985846680 https://www.coingecko.com/en/coins/caitlyn-jenner https://x.com/Caitlyn_Jenner/status/1795269306693075404 https://x.com/Caitlyn_Jenner/status/1795277298490605934 https://x.com/Caitlyn_Jenner/status/1795973191325585733 https://x.com/coffeebreak_YT/status/1795948137397338120 https://x.com/waleswoosh/status/1795046157674045567
00:57:09 L2 Update https://l2beat.com/scaling/summary https://x.com/jessepollak/status/1795572376555712551 https://x.com/0xDesigner/status/1794040845642957102
00:59:57 ENS L2 https://x.com/ensdomains/status/1795440186513576318
01:01:33 Taiko Mainnet https://x.com/taikoxyz/status/1795078728768483464
01:03:14 Solana Updates https://forum.solana.com/t/proposal-for-enabling-the-reward-full-priority-fee-to-validator-on-solana-mainnet-beta/1456/97
01:05:52 ETH vs SOL Debate
01:06:32 Gary Takes Another L https://x.com/iampaulgrewal/status/1795511035870285827
01:08:20 Gemini Earn Updates https://x.com/Gemini/status/1795819898049884468 https://x.com/JSeyff/status/1795928574878245126
01:10:18 Railgun Volume Record https://thedefiant.io/news/regulation/railgun-privacy-protocol-surpasses-usd1b-in-volume-amid-crackdown-on-crypto-mixers
01:13:29 Warpcast Bankless Frame https://warpcast.com/bankless/0xca3e17df?utm_source=Socials&utm_medium=Farcaster&utm_campaign=warpcastclaimables
01:14:47 Meme of The Week https://x.com/eawosikaa/status/1795659750702719348
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ Is it all vibes? Always has been.
Kyla Scanlon is a writer, podcaster, analyst, founder of financial education company Bread, and an all around brilliant explainer of things hard to explain.
Expect to learn why economies are vibe reflectors, Kyla’s “economic kingdom” model and an overview on the current state of economic affairs.
Financial literacy is a superpower and Kyla managed to compress this topic that people have been trying to figure out for ages in an easy to understand economics toolbox.
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------ TIMESTAMPS
0:00 Intro 6:55 The Vibes Economy 12:10 Understanding Money & Finance 17:04 The Economic Kingdom 20:37 The Monetary Castle 28:35 The Fiscal Castle 37:47 Vibes are the Economy 56:23 The Deciders 1:00:55 Housing Market 1:06:58 The Labor Market 1:13:35 Wealth Inequality 1:19:12 Energy 1:23:01 The Economics Toolbox 1:28:03 What’s Next for Kyla 1:33:03 Closing & Disclaimers
------ RESOURCES
Kyla Scanlon on X https://x.com/kylascan
Kyla Scanlon Website https://kylascanlon.com/
Order “In this Economy?” Now https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/
Kyla’s “AI Can't Plant Corn (Yet)” https://kyla.substack.com/p/ai-cant-plant-corn-yet
WSJ “How Gen Z Is Becoming the Toolbelt Generation” https://www.wsj.com/lifestyle/careers/gen-z-trades-jobs-plumbing-welding-a76b5e43
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ Mint the episode on Zora ✨
https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/6
🎬 DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-the-timothy-massad-interview
Are stablecoins a threat to national security? How should the US government step in?
We brought Timothy Massad, the perfect guest to help us answer these hard questions. He was the Obama appointed chair for the CFTC, the guy who helped designate Bitcoin as a commodity over 10 years ago.
We touch on:
-
The importance of stablecoins.
-
How stablecoins compare to eurodollars.
-
Weather crypto and sanctions can co-exist.
-
A sensible policy for stablecoins.
-
And finally, his thoughts on what happens next.
Timothy brings a whole different perspective from what we’re used to in our crypto bubble. That’s exactly why you should tune into this episode.
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TIMESTAMPS
0:00 Intro
6:34 Timothy’s Background
9:30 Security vs Commodity
12:46 Stablecoin First Impressions
21:42 The Importance of Stablecoins
28:26 History of the Eurodollar
38:46 Economic Sanctions
47:47 Stablecoins and Sanctions
1:08:59 A Stablecoin Future
1:13:37 A CBDC Future
1:18:49 What about Privacy?
1:20:58 The Role of the Dollar
1:23:18 Stablecoins Abroad
1:25:43 Predictions
1:28:10 Closing & Disclaimers
RESOURCES
Timothy Massad
https://x.com/timmassad
Stablecoins and National Security by Timothy Massad
https://www.brookings.edu/articles/stablecoins-and-national-security-learning-the-lessons-of-eurodollars/
Five Perspectives on Stablecoins by Nic Carter
https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/5 ------ Matt Hougan is the CIO at Bitwise, and has been one of the best people to talk to when it comes to understanding the ETF process, and the impact of ETFs on the crypto markets.
Today we dive into the specifics on what exactly the ETF approval means for ETH.
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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------ TIMESTAMPS 00:00 Intro 05:46 What Exactly Happened? 08:45 Was This Really Political? 12:11 Who's Responsible For This 16:46 Next Steps For ETF 20:36 Matt's ETF Story 22:44 ETF Price Impact 27:38 ETF Inflow Predictions 34:50 Explaining The ETH Narrative 38:23 Matt's 2 Minute Pitch 45:12 How Bitwise's Job Changes 49:01 ETH Charts 54:31 Legislation
------ RESOURCES Matt on X: https://x.com/Matt_Hougan
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/4
------ Bankless Friday Weekly Rollup 4th Week of May
------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/
------ BANKLESS SPONSOR TOOLS:
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🌐 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:52 MARKET WatcherGuru/status/1792646445075431627 https://ycharts.com/companies/ETHE/discount_or_premium_to_nav https://x.com/Timccopeland/status/1793653604387328381 https://x.com/bx1core/status/1792712990141338049 https://imgur.com/hbveuq5 https://x.com/pythianism/status/1793369623301403024 https://x.com/UncleRewards/status/1793623611405947147 https://imgur.com/uevxXfe https://www.coinglass.com/bitcoin-etf
18:54 How the odds of an ETH ETF approval suddenly swung in our favor https://x.com/BanklessHQ/status/1791140496397468064 https://x.com/RyanSAdams/status/1791147869791002699 https://www.youtube.com/watch?v=bFEGCmHqBT4&t=898s https://x.com/songadaymann/status/1792667124919599263 https://x.com/EricBalchunas/status/1792636523050906102 https://www.coindesk.com/policy/2024/05/20/ether-etfs-filing-process-sees-abrupt-progress-though-approval-not-guaranteed-sources/ https://x.com/JSeyff/status/1793039305125790105
26:28 Letter Urging ETH ETF Approval from Congress - THIS MORNING https://x.com/EricBalchunas/status/1793620303966503267 https://x.com/CGasparino/status/1793268472484425865 https://x.com/nategeraci/status/1792993889189593502 https://x.com/JSeyff/status/1792650597377757456
29:50 Promethum is launching its Ethereum custody https://fortune.com/crypto/2024/05/20/controversial-digital-assets-firm-prometheum-launches-long-awaited-ether-custody-argues-that-existing-laws-work-for-crypto/ https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409274 https://x.com/RyanSAdams/status/1792907980624523549 https://x.com/jchervinsky/status/1793398130269954346
32:16 FIT21 passes the House 279 - 136 🎉 https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409277 https://x.com/avichal/status/1793370415664148496 https://youtu.be/_QvOzpKX3I4?si=__6q_Ffl-PU7R4oe https://x.com/BanklessHQ/status/1793291448965624088 https://pelosi.house.gov/news/press-releases/pelosi-statement-fit21-legislation https://x.com/BanklessHQ/status/1793367943671402923
43:12 Another win for crypto this week - “Choke Point Marty is done” https://x.com/nic__carter/status/1792569285799186641 https://x.com/twobitidiot/status/1793606319301447920 https://www.sec.gov/news/statement/gensler-21st-century-act-05222024 https://x.com/twobitidiot/status/1793399316012318821 https://x.com/zerohedge/status/1792659983370523096 https://x.com/nic__carter/status/1792660581272670650 https://x.com/meanwhilelife/status/1792936024244466174 Exhibit A: https://x.com/ewarren/status/1641138829162577928 Exhibit B: https://x.com/WatcherGuru/status/1793261382676119866 Exhibit C: https://x.com/BitcoinMagazine/status/1793025045310115910 Exhibit D: https://x.com/SMTuffy/status/1793604355591110692 Exhibit E: https://x.com/SenLummis/status/1793654641974288558
53:32 ETH ETF just reopened the window for protocol airdrops! https://x.com/TrustlessState/status/1792958932228653249
55:09 Yuga Labs ‘Punk World’ https://x.com/cryptopunksnfts/status/1792594316172341315 https://x.com/CryptoGarga/status/1792694910904136028
56:46 We finally found out what was the Uniswap Wells notice about https://x.com/Togbe0x/status/1792973545762595199 https://x.com/haydenzadams/status/1792973692223336615 https://www.coingecko.com/en/coins/uniswap https://x.com/TrustlessState/status/1793650716080562382
1:01:28 Binance executive denied bail in Nigeria amid $35 million money laundering trial https://thenationonlineng.net/just-in-court-rejects-binance-officials-bail-request https://x.com/RyanSAdams/status/1791466137793830974 Binance CEO Richard Teng in a blog post https://www.binance.com/en/blog/leadership/from-richard-teng-binance-ceo-tigran-gambaryan-is https://x.com/vibhu/status/1792419936725528816?s=46&t=LKBC7Qtm18FnZ380xCF2pA
1:04:02 Bankless is launching 'Bankless Onchain' Phase II: Mint Our History https://www.bankless.com/bankless-onchain-phase-2 Mint Bankless Archive here: https://bankless.cc/OnchainArchive Mint new episodes here: https://bankless.cc/onchain
1:05:44 Raises and BVC Investments Farcaster has raised $150M! At Valuation $1B https://danromero.org/farcaster-update/
1:06:30 MEME of the Week https://x.com/basedkarbon/status/1793435193274998945
1:07:16 Moment of Zen https://x.com/songadaymann/status/1793751482816176300
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Ether spot ETF has officially been approved marking a landmark day for Ethereum and crypto as a whole. We're going live today to discuss the extent of this approval and what it means for Ether the asset, and more broadly the entire crypto industry. This is a big deal and we're stoked to be sharing this moment live with the Bankless Nation.
James on X: https://x.com/JSeyff
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⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
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TIMESTAMPS & RESOURCES
00:00 It Happened
05:09 ETF Approved!
07:24 Boom Approval Surprise
09:11 Why Did This Happen?
13:38 When Will The ETFs Go Live?
15:47 ETF Inflows
19:18 ETH Education Campaign
21:37 Staked ETF?
24:14 What Coin is Next?
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
This is a huge week for crypto in DC and we have on Congressman Patrick McHenry to tell us all about it.
Three big things: 1) SAB 121 repeal bill going to Biden’s desk - will he let it pass or veto? 2) SEC approve/deny Ethereum ETF - decision due thursday. 3) House vote on FIT bill you’ve been championing - well talk about that bill.
Stand with Crypto: https://www.standwithcrypto.org/politicians
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS 00:00 Start 04:05 Introduction to Congressman McHenry 05:11 Crypto in DC Temp Check 07:34 Generational vs Partisan Divide 12:57 Has Biden's Crypto Sentinent Changed? 16:46 FIT 21 Act 20:10 Security vs Commodity 23:18 Startups Becoming Commodities 26:34 Why Should Congress Support? 29:22 Why Patrick Cares About Crypto 33:25 Stablecoin Legislation 35:37 Will Crypto Still Be Under Attack? 38:24 Trump vs Biden Crypto Policies 40:41 How To Get Involved
------ RESOURCES:
Patrick on X: https://x.com/PatrickMcHenry
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The ETF approval deadline is coming on May 23rd and the odds just got.... wayyyy higher! Ryan and David explain.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS & RESOURCES
0:00 Intro 0:45 Bloomberg Analyst Update https://x.com/EricBalchunas/status/1792636523050906102 https://x.com/JSeyff/status/1792636774067413502 4:20 $ETH GOD CANDLE https://pro.kraken.com/app/trade/eth-usd 7:25 Eleanor https://x.com/EleanorTerrett/status/1792640682374393894 8:05 .ETH People https://x.com/JSeyff/status/1792637403682701422 https://x.com/TrustlessState/status/1792638235799122269 18:10 Jake Chervisnky https://x.com/jchervinsky/status/1792645992463978533 20:58 Warren Meme https://x.com/BillHughesDC/status/1792646322551451718 21:10 Mike Ippolito Sentiment Bottom Call https://x.com/MikeIppolito_/status/1791829053881602454 https://x.com/MikeIppolito_/status/1792641028844904753 24:51 Institutional Narrative 28:58 $COIN Stock Price 29:20 S-1 Approvals https://x.com/JSeyff/status/1792650597377757456 33:08 SEC Asks Exchanges to Update Filings https://x.com/tier10k/status/1792655223103566116 35:16 $ETHE 36:26 Chart TA'ing 40:23 Polymarket https://polymarket.com/event/ethereum-etf-approved-by-may-31?tid=1716234132508 40:48 Ryan's Bear Case 46:23 Closing & Sassano Victory Lap https://x.com/TrustlessState/status/1792640883042443578
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-byron-tau-interview
------ Are we being watched?
That’s the question we ask Byron Tau, an investigative journalist and author of “Means of Control'' that covers all about the US surveillance state.
Turns out the US Government has a digital dossier of every citizen, but how? How do they collect the data? How are they using it? Can we ever get back our digital privacy?
Expect to learn all that and much more in what is a deep dive into digital surveillance.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS
0:00 Intro 4:42 State of Surveillance 12:24 Content vs Metadata 18:16 The Surveillance Industry 33:53 Total Information Awareness 49:50 Is the Gov Using Data Against Us? 53:10 Privacy Protections 1:05:29 The Role of Encryption 1:17:23 Surveillance Abroad 1:22:09 US vs China 1:26:04 Surveillance in Crypto 1:31:09 Closing & Disclaimers
------ RESOURCES
Byron Tau https://twitter.com/ByronTau
Means of Control by Byron Tau https://www.penguinrandomhouse.com/books/706321/means-of-control-by-byron-tau/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Bankless Friday Weekly Rollup
Third Week of May
📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT
https://www.transporter.io/
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🌐 CARTESI | APPLY FOR A GRANT
https://bankless.cc/CartesiGovernance
TIMESTAMPS & RESOURCES
00:00:00 Start
00:01:58 Markets
https://pro.kraken.com/app/trade/btc-usd
https://pro.kraken.com/app/trade/eth-usd
https://pro.kraken.com/app/trade/eth-btc
00:06:07 Inflation Numbers
https://www.nytimes.com/live/2024/05/15/business/cpi-inflation-fed
00:07:07 Gamestop and Memestock Mania
https://x.com/TheRoaringKitty/status/1789807772542067105
https://imgur.com/PhBgZL2
https://twitter.com/vladtenev/status/1790560257196060741
00:11:12 Institutions Buying Bitcoin
https://twitter.com/BitcoinMagazine/status/1789020004131737624
https://twitter.com/RyanSAdams/status/1789024343038586956
https://twitter.com/EricBalchunas/status/1790391049560498410
00:13:36 ETH ETF Approval Deadline
https://twitter.com/vivekventures/status/1789161576987054271
https://x.com/RyanSAdams/status/1790856567979454711
https://twitter.com/RyanSAdams/status/1790825287229276526
https://twitter.com/SGJohnsson/status/1788973146478948614
00:20:46 Tornado Cash Devs Arrested
https://twitter.com/valkenburgh/status/1790367445720445421
https://twitter.com/L0laL33tz/status/1790385855556698448
https://twitter.com/LynAldenContact/status/1790391222235758700
https://twitter.com/JDonoghueAuthor/status/1790485643950280894
https://twitter.com/RyanSAdams/status/1790450619074871527
00:25:04 SAB 121 Repealed!
https://x.com/BanklessHQ/status/1791140496397468064
https://x.com/RyanSAdams/status/1791147869791002699
00:28:07 Crypto Gets Partisan
https://www.politico.com/news/2024/05/10/trump-crypto-biden-00157051
https://twitter.com/mcuban/status/1789037772050702824?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/arkhamintel/status/1790014778519265463
https://twitter.com/wileynickel/status/1788608778843074658?s=46
https://twitter.com/samlyman33/status/1788612636428374183
00:36:39 $25M MEV Exploiters Charged
https://www.justice.gov/opa/pr/two-brothers-arrested-attacking-ethereum-blockchain-and-stealing-25m-cryptocurrency
https://twitter.com/tmnxeq/status/1790778875816898602
00:43:42 Is Code Law?
https://x.com/TrustlessState/status/1791128506614608014
https://twitter.com/MohamedFFouda/status/1790812568526704849
00:46:59 Lens Network
https://twitter.com/LensProtocol/status/1790458242855751950
00:48:23 Permissionless
https://bankless.cc/PermissionlessDiscount
00:49:01 Airdrop Meta Shifting
https://twitter.com/PrimordialAA/status/1790033102837797069
00:51:14 Future of DAI
https://x.com/RuneKek/status/1790777230341062660
00:56:59 WUTANG
https://x.com/msantoriESQ/status/1788944762608754731
00:57:48 Kraken Push to Dismiss SEC
https://x.com/ShaneMac/status/1747262469490536594
00:58:36 Polymarket raises $70M
https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1715869550851
01:00:44 David vs Nic
https://x.com/KarateCombat/status/1791077245194272830
01:03:05 Meme of The Week
https://x.com/RyanSAdams/status/1790819671534411936
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In today’s episode, we’re exploring the frontier of onchain universes, on Ethereum.
Autonomous Worlds is the new frontier of digital onchain universes, being pioneered by the Lattice team, of which Justin Glibert on the show today is the co-founder and CEO.
Ethereum is not just a financial computer, but a root of state for an infinite number of universes, all with their own laws of physics, objects, players, agents, and state… and, like our universe, still continues with, or without, our presence.
Justin walks us through the evolution of Autonomous Worlds. Get ready because you're going to get a taste of where the Internet has always been pointing towards… it just took us a while to get here.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS
0:00 Intro 2:36 Scope of Lattice 7:18 Different Affordances of Ethereum 14:21 Dark Forest 23:51 After Dark Forest 29:32 Writing Code in Assembly & Abstraction 32:42 Lattice 35:58 Games Being Built Today 43:21 Justin’s Thoughts on the “Metaverse” 51:05 Rollup & Die 55:28 Lattice’s Layer 2 1:00:13 The Future of Games 1:04:56 Onchain Native GDP 1:08:17 Closing & Disclaimers
------ RESOURCES
Lattice https://twitter.com/latticexyz https://lattice.xyz/
0xParc https://twitter.com/0xPARC https://0xparc.org/
Justin’s Twitter https://twitter.com/justinglibert
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-lyn-alden-interview
------ Bankless listener, if you want to survive this decade as an investor, as a market participant or even just as a citizen, you have to tune in to this episode with author and investor, Lyn Alden.
We’re entering a new era. “Nothing Stops this Train” as Lyn would say. We’ve entered the Era of Fiscal Dominance.
- What era is this? - Who will be the winners and losers? - What about capital controls? - How can you prepare? - How will Crypto perform?
We get into all this and much more in what is a must-listen Fiscal Dominance Masterclass.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS
0:00 Intro 5:25 Nothing Stops This Train 15:15 Fiscal Dominance vs Monetary Dominance 34:23 A World of Fiscal Dominance 46:39 Federal Reserve Role 50:34 Fiscal Dominance Indicators 1:08:06 Winners & Losers 1:18:29 Living in a Fiscal Dominance Era 1:24:16 Capital Controls 1:33:06 Federal Reserve Signals 1:36:14 How to Prepare 1:40:19 How Will Crypto Perform? 1:42:52 Closing & Disclaimers
------ RESOURCES
Lyn Alden https://twitter.com/LynAldenContact
Lyn Alden Newsletter https://www.lynalden.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup Second Week Of May ------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/ ------ Bankless Premium | Use Code "FEED10" https://bankless.cc/FEED10 ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS & RESOURCES 00:00 Intro
01:28 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://www.coingecko.com/en/global-charts
03:40 M2 Money Supply https://twitter.com/thomas_fahrer/status/1786196603931644086
08:18 GBTC Inflows https://x.com/JSeyff/status/1787506564267393037 https://twitter.com/JSeyff/status/1787610459413102688
09:49 Stablecoin Mkt Supply https://twitter.com/alpha_pls/status/1787405833279545393
10:55 Bullish for Solana https://twitter.com/smyyguy/status/1787892675145781611
18:43 Robinhood Wells Notice https://newsroom.aboutrobinhood.com/robinhood-response-to-receipt-of-wells-notice-from-the-u-s-securities-and-exchange-commission/ https://x.com/vladtenev/status/1787595555981668751 https://twitter.com/BSCNews/status/1787811373361107092
22:32 Gary's Take https://x.com/RyanSAdams/status/1788313202024915178
28:27 Biden Administration Against Crypto https://twitter.com/BitcoinMagazine/status/1788274505753755836 https://twitter.com/jchervinsky/status/1788281811086221646?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/RyanSAdams/status/1788289854574322049
34:09 Trump Response https://twitter.com/frankdegods/status/1788359051031761269?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
42:16 FTX Creditors Make 118%? https://www.bloomberg.com/news/articles/2024-05-07/ftx-has-billions-more-than-needed-to-repay-bankruptcy-victims?cmpid=BBD050824_MONEYSTUFF&utm_medium=email&utm_source=newsletter&utm_term=240508&utm_campaign=moneystuff
44:42 Friend.Tech Token https://x.com/friendtech/status/1786573081240297926
47:06 Eigen Stakedrop Update https://twitter.com/TrustlessState/status/1786172333717066237 https://x.com/BanklessApp/status/1786055564629348383
48:28 $MODE Token https://x.com/modenetwork/status/1786115439212294386
49:43 Optimism L3 https://optimism.mirror.xyz/6idqs2nEDLdezbSynrYsakliSCm3VyzA3WWj6esBbbM
51:29 BOB Bitcoin Chain https://twitter.com/build_on_bob/status/1785601054966771970
52:10 Autonomous Worlds https://twitter.com/redstonexyz/status/1785715921014960188
54:48 Nigeria Banning P2P Crypto Trade https://www.bloomberg.com/news/articles/2024-05-07/nigeria-to-ban-person-to-person-crypto-trade-in-battered-naira
57:05 Revolut X https://www.revolut.com/blog/post/revolut-x-launch/
57:59 Meme of The Week https://x.com/jonwu_/status/1787512817303629962 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today we explore David's idea that this cycle is cooked and Ryan has some question starting with... what does that even mean?
On this week's episode of Bankless Takes we answer that question and so much more as we take a deep dive into token distributions and how they're playing out this time around.
------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/ ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS 00:00 Intro 01:30 Why Record This Episode? 06:01 Why There Are Structurally Bad Vibes 15:47 Why it's Like This 29:14 The Problem With The Points Meta 38:29 Recent Airdrop Issues 47:21 Where Do We Go From Here?
------ RESOURCES VC Capital - https://imgur.com/KKqMWBe
Sell Pressure - https://twitter.com/pythianism/status/1784958268420522195
Chris Dixon Take - https://a16zcrypto.com/posts/article/memecoins-tokens-regulation-policy/
LayerZero - https://x.com/LayerZero_Labs/status/1786441554816532646
Hayden Take - https://twitter.com/haydenzadams/status/1786784808187621874
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-eric-wall-interview
------ What’s the Endgame for Bitcoin Scaling? That’s what we asked bitcoin builder and researcher Eric Wall.
We start by exploring the evolution of Bitcoin and the genesis of scaling solutions on top of it. We then get into the intricacies of the BitVM, what exactly is a Bitcoin L2 and what’s coming next.
Eric is the perfect guest to explore this frontier of Bitcoin Rollups, he tells it like it is and he understands both Ethereum and Bitcoin.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS
0:00 Intro 5:47 Eric Wall 9:48 The Evolution of Bitcoin 21:31 The Genesis of Bitcoin L2s 36:40 Runes 46:22 BitVM 1:04:45 Why Bitcoin L2s are Inevitable 1:09:07 Stacks 1:11:37 Bitcoin L2 Endgame 1:17:39 Scams 1:23:13 Bitcoin’s Direction 1:27:25 Closing & Disclaimers
------ RESOURCES
Eric Wall https://twitter.com/ercwl
Taproot Wizards https://taprootwizards.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-regan-bozman-interview
------ Today we explore the frontier of Venture Capitalists vs Retail Investors, are they at war? That’s exactly what we debate on the show with crypto writer and VC Regan Bozman.
Lots of questions to be asked on this episode: - Is crypto experiencing an identity crisis? - Are memecoins a reaction to VCs - Why is the current wave of Airdrops broken?. - Is attention more important than fundamentals? - Where do we go from here?
It’s about time to gain some clarity into what’s really happening in the crypto space.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
------ TIMESTAMPS
0:00 Intro 6:10 Crypto Identity Crisis 17:15 Stories 25:18 Terminal Liquidity 20:14 VCs vs Retail 38:33 Token Sales 46:22 Airdrops 52:27 The Attention Economy 1:02:03 Solutions 1:09:31 Regulatory Hurdle 1:12:28 The Weirdness of It All 1:14:41 Memecoins 1:16:17 Where do we go from here?
------ RESOURCES
Regan on X https://twitter.com/reganbozman
Regan on Farcaster https://warpcast.com/regan
Regan Thread https://twitter.com/reganbozman/status/1776293611036197059
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup First Week Of May ------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS & RESOURCES 00:00:00 Start
00:01:04 David's Eye Update https://x.com/TrustlessState/status/1783846598813814785
00:05:52 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://twitter.com/nicrypto/status/1785607112682246286
00:11:17 BTC Miners Struggling https://twitter.com/RhoRider/status/1784720608691159410
00:13:55 BTC to $3.8 Million? https://twitter.com/DeItaone/status/1785695402819207296
00:18:52 Solana Season Over? https://x.com/0xGumshoe/status/1784240017017069849
00:25:31 The $EIGEN StakeDrop https://twitter.com/eigenfoundation/status/1785000124646572108
00:30:31 The 2 Token Model https://imgur.com/YE7PBL3
00:34:36 Distribution Details https://imgur.com/y7BEqUu
00:39:29 Locked Tokens https://x.com/TrustlessState/status/1785729436895084571
00:47:33 Eigen Team Perspective https://twitter.com/jchervinsky/status/1785373696862924997
00:56:51 Industrial Airdrop Farmers https://twitter.com/Takuiten/status/1785220889161998635
01:01:05 CZ Sentenced to Jail https://x.com/BitcoinMagazine/status/1785384669812273570 https://x.com/cz_binance/status/1785465555899822488 https://twitter.com/MikeIppolito_/status/1785388427849961678
01:08:48 Stripe Crypto Support https://x.com/collision/status/1783559623511011535 https://twitter.com/RyanSAdams/status/1783854777622724683
01:10:55 Visa's Onchain Dashboard https://twitter.com/cuysheffield/status/1783471909533106610
01:12:04 USDC overtakes Tether https://visaonchainanalytics.com/transactions https://x.com/paoloardoino/status/1785645617651274040
01:13:42 Tokenizing Treasuries https://www.franklintempleton.com/press-releases/news-room/2024/franklin-templeton-announces-availability-of-peer-to-peer-transfers-for-franklin-onchain-u.s.-government-money-fund
01:14:55 AAVE V4 https://x.com/aave/status/1785749923893223485
01:17:22 Coinbase Integrates Lightning Network https://www.coinbase.com/blog/coinbase-integrates-bitcoins-lightning-network-in-partnership-with
01:17:58 The War on Crypto https://consensys.io/blog/consensys-suing-sec-to-defend-ethereum-ecosystem https://www.ic3.gov/Media/Y2024/PSA240425 https://twitter.com/RyanSAdams/status/1783586883194265820
01:22:12 Square and Cash App Investigated https://x.com/RyanSAdams/status/1785751225062809832
01:22:56 Roger Ver Tax Fraud https://www.justice.gov/opa/pr/early-bitcoin-investor-charged-tax-fraud
01:24:37 Etherscan Bankless Partnership! https://twitter.com/etherscan/status/1785357882181214215
01:25:42 Meme of The Week https://x.com/dabit3/status/1785886486165942380
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
While it's still early in the race, Base is now one of Ethereum’s largest L2s.
In today’s episode, we brought back on repeat guest and co-creator of Coinbase’s L2, Base, Jesse Pollak.
We cover: - How Base plans to bring billions of users onchain - How Base is increasing its scale by 400x - How Coinbase is using Base to be more onchain - Onchain Summer II
------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT transporter.io
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🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS
0:00 Intro 4:41 Base’s First 8 Months 9:23 The Road to 1 Giga Gas Per Second 18:39 Why More Demand For Base? 21:26 Cost to Send Transactions on Base 23:59 Non-Ethereum DA Solution? 25:59 Scaling Via L3s on Base? 27:17 Parallelization Solution? 29:34 Will Base Make Transactions Free? 38:18 Coinbase's Relationship With Base 46:18 Base Is Centralized Critique 50:17 The Base Flywheel 57:46 Onchain Summer II 58:36 Next Target Demo to Come Onchain 1:00:42 Base Independence 1:02:19 1 Billion People Onchain 1:03:25 Closing & Disclosures
------ RESOURCES
Onchain Summer II https://www.base.org/
Jesse Pollak https://twitter.com/jessepollak
Jesse’s 1st Base Episode https://youtu.be/7dGU0_eEjq8
Coinbase https://twitter.com/coinbase
Base https://twitter.com/base
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
“The U.S. is trying to disconnect from Ethereum," that’s what Joe Lubin the CEO of Consensys said in today’s conversation. He was talking about those in power trying to unplug Ethereum from the citizens.
The SEC is going after Kraken, Coinbase, Uniswap and Metamask. They’re trying to turn every non-custodial wallet into a broker-dealer.
We brought on Joe Lubin, a crypto OG and CEO of Consensys the company behind a number of massive crypto projects including the popular Metamask wallet, and Matt Corva, the General Counsel at Consensys, leading the charge against the SEC
Joe and Matt are producing evidence that the SEC is coming after Ethereum itself. Sending discovery requests to Ethereum core developers, threatening their employers - pushing a coordinated effort to claim Ether is a security so they can control it.
So Consensys is taking them to court to settle the issue. If they’re successful it’ll be the first time we get a clear court ruling that Ether is a commodity and not a security.
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🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD
------ TIMESTAMPS
0:00 Intro 6:35 SEC vs. Ethereum 9:45 The Uniqueness of This Case 11:15 88,000 Pages to the SEC 12:11 SEC Going After Devs? 14:47 The Wells Notice 16:27 ETH ETF 17:58 Outcome of Consensys Winning 21:29 U.S. Law Process & Timeline 25:55 Ether Isn’t a Security 34:50 Gary’s Confidence Conspiracy 41:17 MetaMask Isn’t a Broker Dealer 47:10 What is Prometheum? 51:10 How Can the SEC Win? What Happens to Crypto? 55:49 What the Crypto Community Can Do 59:50 What Happens Next? 1:03:15 Closing & Disclaimers
------ RESOURCES
Consensys Complaint https://consensys.io/crypto-regulations/defend-ethereum https://assets.ctfassets.net/gjyjx7gst9lo/Bu1bK7DF3tSig9Atde0lM/2fcaadea2b111a8c3f3ebce4a6a2386c/Consensys_sues_the_SEC_in_defense_of_the_Ethereum_ecosystem.pdf
Joe Lubin https://twitter.com/ethereumjoseph
Matt Corva https://twitter.com/MattCorva
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Eigenlayer token details are here! Don’t call it an Airdrop - This is a Stakedrop — because that’s the only thing you can do with your EIGEN tokens out of the gate.
15% of the total Supply of Eigen distributed over multiple Seasons, Season 1 starts today with 5% of the supply, and one of the most sophisticated set of smart contracts on Mainnet. EIGEN is not your typical ERC20 token. It’s got this feature called “Intersubjective Forking” that increases the scope of what Eigenlayer can provide security for.
In addition to the token details getting released, we’re also getting the Eigen Foundation, with a new director Robert Drost - who joins Sreeram today to walk us through everything you need to know.
Foundation Page: https://eigenfoundation.org/
Claims Page: https://claims.eigenfoundation.org/ ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🔐 SAFE | USE SAFE, GET REWARDED https://bankless.cc/SafePass_pod
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD
------ TIMESTAMPS 00:00:00 Start 00:03:39 What is a Stakedrop? 00:08:51 Allocation Details 00:15:53 Phase 1 and Phase 2 00:19:38 Locked Token Utility 00:24:30 When Are Tokens Unlocked? 00:31:04 Intersubjective Forking 00:36:30 Building WWIII Resistance 00:42:15 History Behind Their Decision 00:53:03 Eigenlayer Foundation 00:56:38 Future of Points 00:58:38 US Citizens Blocked 01:01:47 Token Allocation Thoughts 01:05:10 What's Next?
------ RESOURCES Foundation Page: https://eigenfoundation.org/
Claims Page: https://claims.eigenfoundation.org/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-jeremy-allaire-interview
------ Joining the podcast today we have the man behind the largest US based stablecoin, Jeremy Allaire, the Founder of USDC Circle.
A year ago USDC depegged in the face of major banks like SVB and Silvergate collapsing. How did Jeremy deal with that? What year is crypto in internet years? Why don’t we have a venmo for crypto yet? Fast forward to 2030, what’s the total value of stablecoins?
Stay tuned because we ask all that and much more.
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🔐 SAFE | ATTEND SAFE{CON} https://conf.safe.global/
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD
------ TIMESTAMPS
0:00 Intro 5:47 SVB Crisis Reflections 24:00 Crypto Age in Internet Terms 31:15 The Future of Stablecoins 41:42 The Crypto Venmo 56:18 Blackrock’s BUIDL Fund 1:01:44 US Government 1:16:35 USDC vs Tether 1:22:00 Central Bank Stablecoins 1:28:14 Regulatory Protectionism 1:32:25 Closing Thoughts
------ RESOURCES
Jeremy Allaire https://twitter.com/jerallaire
USDXX - What backs a USDC? https://www.blackrock.com/cash/en-us/products/329365/circle-reserve-fund
Circle https://www.circle.com/en/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup Last Week Of April
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🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔐 SAFE | USE SAFE, GET REWARDED https://bankless.cc/SafePass_NL
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD
------ TIMESTAMPS & RESOURCES
0:00 Intro
4:19 Markets - Thanks Kraken
5:39 Total Crypto Market Cap
5:46 L2 Update - Brought to you by Mantle https://l2beat.com/scaling/costs
7:42 10M active wallets are using Ethereum ecosystem every week! https://twitter.com/RyanSAdams/status/1782756457915506876
8:19 Base is the #2 chain for USDC Supply - Coinbase trying make a payment chain https://vxtwitter.com/jessepollak/status/1783503518156136498
9:48 ENTER RUNES Runes changed the game for a day https://twitter.com/mikealfred/status/1781684678782791830 https://www.okx.com/web3/marketplace/runes?channelid=ACEAP6502255 https://twitter.com/ercwl/status/1782029205770744125?s=46 https://twitter.com/hlopez_/status/1781501372200059336 https://ycharts.com/indicators/bitcoin_average_transaction_fee
22:56 ETF INFLOWS: The inflows into BTC spot ETFs are not back yet https://twitter.com/carpenoctom/status/1783327357652042187 https://x.com/EricBalchunas/status/1782740051929006496 https://www.coindesk.com/business/2024/04/20/grayscale- reveals-015-fees-for-its-bitcoin-mini-tr https://twitter.com/thomas_fahrer/status/1781809562070442047
28:03 Q1 ‘24 income statements for Ethereum and MakerDAO https://twitter.com/tokenterminal/status/1782858613943321016
33:01 CZ might spend 3 years in prison https://twitter.com/johnreedstark/status/1783107482325225947 https://twitter.com/rizzn/status/1783199755541066103 https://storage.courtlistener.com/recap/gov.uscourts.wawd.328570/gov.uscourts.wawd.328570.8 https://twitter.com/RyanSAdams/status/1783195468840697896
40:21 Samourai wallet founders arrested https://twitter.com/RyanSAdams/status/1783222828361281847 https://www.justice.gov/usao-sdny/pr/founders-and-ceo-cryptocurrency-mixing-service-arrested-and-charged-money-laundering https://x.com/RyanSAdams/status/1783254322894999978
46:39 Consensys sues SEC https://twitter.com/fintechfrank
52:56 Renzo announced its token launch! https://x.com/RenzoProtocol/status/1783277589525594231 https://www.bankless.com/renzo-madness https://twitter.com/DefiIgnas/status/1783083767449432189 https://twitter.com/dcfgod/status/1782978862772814000?ref=bankless.ghost.io https://twitter.com/Ian_Unsworth/status/1783163546857099730
58:57 Telegram allows USDT payments https://twitter.com/ton_blockchain/status/1781294475219812665 https://twitter.com/cstanley/status/1782459974313988281 https://twitter.com/dannypostmaa/status/1783541623839740030
1:00:17 OP is releasing its multichain upgrade! https://twitter.com/OPLabsPBC/status/1780987940526534943
1:01:09 Liam Shiba Inu raised $12M for its new chain https://x.com/treatsforShib/status/1782490407655592242 https://shibarium.shib.io/
1:02:32 Lido is starting with DVT - Stake with friends - making lido more decentralized? https://twitter.com/LidoFinance/status/1780317961854636384
1:04:13 IRS keeps labeling self-custody wallets as brokers https://twitter.com/valkenburgh/status/1781380879476043940 https://www.irs.gov/pub/irs-dft/f1099da--dft.pdf https://twitter.com/TheCryptoCPA/status/1781403340045197813 https://twitter.com/jchervinsky/status/1782061785119367284 https://x.com/lex_node/status/1782050294429319545
1:08:09 Raises and BVC Investments Movement Series A https://x.com/movementlabsxyz/status/1783511681928175791 Othentic raised $4M in their seed round - RaaS for Eigen Apps https://twitter.com/0xOthentic/status/1782378684369739781
1:11:23 MEME of the Week https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1714065541205 https://x.com/nic__carter/status/1781676895291015477
1:15:00 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Erik Torenburg and Haseeb Quereshi join us for today's debate.
Should we accelerate or decelerate our tech progress? How about when it comes to something as powerful as AI? This is not just a debate in tech circles - this is a political debate that poised to define the next decade.
We’ve had leaders from both sides of the debate on the podcast - episodes with Elizer Yudkowski and Beff Jezos. You’ve heard what they think.
Today’s episode is a discussion and at times a debate on these opinions to help you think through where you stand on this issue - Haseeb Quereshi tends toward the EA side which favors more caution and regulatory intervention around AI while Erik Torenburg tends toward the e/acc side of the issue which favors faster progress and lighter touch.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD ------ TIMESTAMPS 00:00:00 Start 00:03:51 Intro To Haseeb and Erik 00:05:58 Definind EA 00:11:30 Reflecting on EA 00:19:23 Erik's Case For E/Acc 00:23:05 Defining E/Acc 00:27:18 The Problem with E/Acc & Humanism 00:34:20 How Big is This Debate Really? 00:46:31 AI Safety & Regulatory Capture 00:56:39 EA's Political Affiliation 00:59:43 Extinction Risk 01:11:04 Politicizing the Debate 01:19:56 The Pro Tech Case 01:24:08 Productive Tension 01:28:33 AI Ethics vs Safety 01:32:53 Pick a Side
------ RESOURCES Haseeb Qureshi https://twitter.com/hosseeb
Erik Torenberg https://twitter.com/eriktorenberg
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-anthony-pompliano-interview
------ Bankless Nation, we’ve finally got him… Anthony Pompliano is on the show. Pomp is an investor and media personality, best known to the crypto community for his relentless bitcoin evangelism.
Expect to learn about the Bitcoin Halving, the state of BTC EwTFs, the consequential institutional adoption and crypto tribalism. We wrap up the episode with a quick lightning round with Pomp and a peek into his 2024 investment portfolio.
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🔐 SAFE | ATTEND SAFE{CON} https://conf.safe.global/
------ TIMESTAMPS
0:00 Intro 6:25 Bitcoin Halving 12:07 Institutional Adoption 24:08 Bitcoin ETF Aftermath 34:02 Institutional Dangers 41:49 Bitcoin Evangelism 49:44 Culture Wars 1:03:47 US vs Crypto 1:13:46 Bear Market Learnings 1:16:35 Pomp’s Focus 1:23:04 Pomp’s Portfolio 1:27:48 Lightning Round 1:31:59 Closing & Disclaimers
------ RESOURCES
Anthony Pompliano https://twitter.com/APompliano
The Pomp Letter https://pomp.substack.com/
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 3rd Week Of April ------ 🔐 SAFE | BUILD WITH THE SAFE SMART ACCOUNT https://bankless.cc/Safe_pod ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS 00:00:00 Intro
00:03:37 Bitcoin Halving https://www.coinwarz.com/bitcoin-halving
00:07:23 Bitcoin Runes https://youtu.be/q9RDE8U6CkI
00:08:56 Markets https://pro.kraken.com/app/trade/btc-usd https://twitter.com/dunleavy89/status/1779120479233544261
00:15:29 ETH Price Updates https://pro.kraken.com/app/trade/eth-usd https://twitter.com/dmihal/status/1779244625762394235
00:19:18 L2 Updates https://l2beat.com/scaling/summary https://twitter.com/NTmoney/status/1780998133025226803
00:24:27 World Chain Announcement https://twitter.com/worldcoin/status/1780611997396095157 https://worldcoin.org/blog/announcements/introducing-world-chain
00:28:19 Dead Internet Theory https://x.com/tiagosada/status/1780616673172570532
00:30:20 OKX X Layer Launch https://www.okx.com/xlayer
00:34:45 Kraken Wallet https://twitter.com/krakenfx/status/1780612343354855625
00:37:15 Hong Kong ETF Approvals https://www.cnbc.com/2024/04/15/hong-kong-regulators-approve-spot-bitcoin-and-ether-etfs-.html https://twitter.com/EricBalchunas/status/1779867078603718970
00:42:25 Ethereum Superwallets https://twitter.com/sassal0x/status/1778616483838669202 https://twitter.com/0xCygaar/status/1778522744919044442
00:47:48 Eigenlayer Unpaused Restaking https://x.com/eigenlayer/status/1778885106960081116
00:50:06 Alt Restaking https://twitter.com/nektarnetwork/status/1778082320798380060 https://twitter.com/Karak_Network/status/1777370872627831019
00:54:24 Immutable Nexus https://twitter.com/Immutable/status/1777894966498607146
00:56:58 Crypto The Game https://x.com/BanklessHQ/status/1780994358260420807
01:00:57 HeroGlyphs https://twitter.com/hero_glyphs https://github.com/Finallyt/Heroglyph/blob/main/Heroglyph-Whitepaper.pdf
01:05:35 Solana Upgrades https://x.com/SolanaStatus/status/1779727821834686592 https://twitter.com/rexstjohn/status/1779730912269500836
01:07:34 Stablecoin Bill https://www.lummis.senate.gov/press-releases/lummis-gillibrand-introduce-bipartisan-landmark-legislation-to-create-regulatory-framework-for-stablecoins/
01:10:40 Raises https://twitter.com/alignedlayer/status/1779564155327934811?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://x.com/nebrazkp/status/1780633313155457091
01:13:40 Meme of The Week https://vxtwitter.com/Timccopeland/status/1781012538911551808
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today’s episode is about exploring the frontier of tokens on Bitcoin with guest Casey Rodarmor. Casey is the creator of the Ordinals Protocol, a harmless protocol that simply allowed for arbitrary data to be inscribed into individual Bitcoin UTXOs, creating what are called Bitcoin NFTs. He is now also the creators of Runes, a second protocol, working to bring fungible tokens to Bitcoin.
Bitcoin is changing and Casey appears to be one of main reasons for the change. Soon he’ll be unveiling a new protocol standard for Bitcoin - called Runes, which wants to be a bitcoin-native version of fungible tokens, on the Bitcoin L1 - which is going to be the topic of the show today.
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 5:00 The Guy Who Changed Bitcoin 10:21 Why Casey’s Building 16:45 Ordinals Cultural Shift 22:43 Runes 31:40 The Ord Standard 45:27 Bitcoin Blocks & Blockspace Limit 57:47 Bitcoin Innovation Implications 1:02:41 Rune Parameters 1:11:20 The First Runes (Uncommon Goods) 1:14:34 Timeline on Runes & Trading Ecosystem 1:17:12 The Future of Runes/Ordinals 1:19:48 The Bitcoin Renaissance 1:21:34 Winning Over Bitcoin Maximalists 1:23:45 Casey’s Podcast 1:24:58 Runes Team 1:26:37 Closing & Disclaimers ------ RESOURCES
Casey’s 1st Bankless Episode https://youtu.be/ktL77zEWcEc
Casey’s Twitter https://twitter.com/rodarmor
Casey’s Hellmoney Podcast https://www.youtube.com/channel/UCflejnUswWof6yEMk9dRzOA
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome back to Bankless Takes! On the show today we walk through David’s recent article on the unified architecture theory for Ethereum.
Where does Ethereum stand in a world of many chains? How does ethereum compare to Bitcoin, Solana, Celestia, and many others are fighting for users in the space. The comparisons and top competitors might surprise you.
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🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🔐 SAFE | ATTEND SAFE{CON} https://bankless.cc/SafeCon
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS 00:00 Start 02:08 Reason For This Article 06:32 Bitcoin Block Size Wars 17:51 Modern Day Big vs Small Blockers 22:06 Sophisticated Vs Primitive Blocks 33:19 Functionality Escape Velocity 37:17 The Root Of Trust 45:57 Cosmos, The Lost Tribe 56:02 Sovereignty Escape Velocity
------ RESOURCES
Davids Article: https://www.bankless.com/the-unified-architecture-of-ethereum
Vitalik Article: https://vitalik.eth.limo/general/2019/12/26/mvb.html?ref=bankless.ghost.io
Ryans Tweet: https://twitter.com/RyanSAdams/status/1778865602121060863
L2 Beat: https://l2beat.com/scaling/risk
Cosmos Tweet: https://twitter.com/hxrts/status/1774504453682405467
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In today's episode, David delves into the interesting dynamics between Ethereum and Celestia. While Ethereum and Solana are often seen as the main rivals, Celestia shares similar design philosophies and goals but with notable differences. Is it Ethereum's true competitor? Joining us to help answer that question and much more is Nick White, COO of Celestia Labs.
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🔐 SAFE | ATTEND SAFE{CON} https://bankless.cc/SafeCon
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 5:28 Celestia 2 Years Ago 6:30 Build Whatever & DA 11:29 Celestia Design Architecture 19:15 Ethereum vs. Celestia 22:26 Celestia No Virtual Machine Trade-Offs 29:57 Sharing DA Layers & Blockchain Interoperability 37:23 Celestia Trustlessness 42:09 DA as a Commodity? 54:09 Network Effects of DA 57:35 $TIA’s Role in Celestia Ecosystem 1:01:50 Lightnodes 1:04:57 $TIA’s Moneyness 1:10:20 Execution & Settlement Layers 1:16:46 Cosmos & Celestia & Ethereum 1:21:56 Sovereign Endgame 1:26:42 Closing & Disclaimers ------ RESOURCES
Nick’s 1st Bankless Episode https://youtu.be/bmSU3cZhe3U
Nick White https://twitter.com/nickwh8te
Celestia https://twitter.com/CelestiaOrg
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-raoul-pal-interview
------ Bankless Nation, we’re having none-other than Raoul Pal, a frequent guest on this show, who needs no introduction.
Expect to understand debasement, how to navigate the different crypto seasons, and Raoul’s secular thesis. Besides his key learnings, Raoul also gives a peak into his portfolio and shares some hot takes on the current state of AI.
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD
------ TIMESTAMPS
0:00 Intro 6:35 SEC Suing Uniswap? 9:57 US Regulation Handbrakes 19:48 State of the Bull Market 29:45 Navigating Interest Rates 35:40 Understanding Debasement 47:25 Crypto Adoption 57:11 Crypto Summer 1:03:12 The L1 Race 1:07:17 The Role of ETFs 1:13:37 The Next Winter 1:17:52 Crypto Skeptics 1:22:15 The Secular Thesis 1:26:20 Raoul’s Portfolio 1:30:47 Real Vision 1:33:01 The State of AI 1:36:31 Closing & Disclaimers
------ RESOURCES
Raoul Pal https://twitter.com/RaoulGMI
Real Vision Festival of Learning https://www.realvision.com/festival-of-learning
Raoul Pal The Journey Man https://www.youtube.com/@RaoulPalTJM
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Crypto's OG darling exchange, Uniswap is under attack after it received an enforcement notice on Wednesday, April 10th, 2024 from none other than Gensler's anti-crypto SEC.
Uniswap’s CEO Hayden Adams joins us on the podcast to share what happened, how they plan to fight, and what the industry can do to support.
------ 🦄DEFEND UNI | FREE MINT https://zora.co/collect/base:0x3cc5c167ff67ff31f8bee4b5523c684ce1172bfd/1
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://go.coindesk.com/4cBztCA
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 3:15 Uniswap’s SEC Wells Notice 5:02 Comms Between SEC & Uniswap 7:23 Is $UNI a Security? 11:12 Supreme Court 13:13 Consequences of U.S. Crypto Entrepreneurs 22:01 Uniswap Labs vs. Uniswap Protocol 31:35 How Far Will the SEC Go? 33:55 Why Uniswap Is Important 39:08 Who Protects Investors More? 42:25 Are Hayden & Uniswap Ready? 43:16 Will Crypto Win? 43:29 How to Support 45:08 Closing & Disclaimers
------ RESOURCES
Hayden Adams https://twitter.com/haydenzadams
Uniswap https://twitter.com/Uniswap
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 2nd Week of April, 2024
------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://go.coindesk.com/4cBztCA
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS & RESOURCES
0:00 Intro
5:50 MARKET https://www.coindesk.com/markets/2024/04/11/grayscale-bitcoin-etf-sees-record-lowest-daily-outflow-of-18m https://cryptohayes.substack.com/p/heatwave https://www.growthepie.xyz/fundamentals/daily-active-addresses
13:40 Revenue from Base at $40million https://twitter.com/davidomaraX/status/1777998689874628885
15:00 4 weeks later, EIP-4844 is still a game-changer https://twitter.com/liamihorne/status/1777689828848525607
16:20 Movers of the Week https://www.bankless.com/toncoins-epic-rise
21:30 Bitcoin Ordinals taking top 10 NFT positions https://twitter.com/ercwl/status/1777550883082875095 https://imgur.com/UnLO0F2
22:40 Inflation hotter than expected in march - 3.8% up from 3.2% in Feb https://www.nytimes.com/2024/04/10/business/cpi-inflation-fed.html
25:30 Gloomy news from ETH ETF frontier https://twitter.com/NateGeraci/status/1777386609760936183 https://twitter.com/NateGeraci/status/1777768937943445568 https://polymarket.com/event/ethereum-spot-etf-approved-by?tid=171284490744 https://twitter.com/dunleavy89/status/1777751802118631594 https://twitter.com/jconorgrogan/status/1777016899567604095
34:04 Uniswap received an enforcement notice from the SEC https://x.com/Uniswap/status/1778127813138071904 https://twitter.com/haydenzadams/status/1778126466984575166 https://x.com/Uniswap/status/1778127815642075219 https://twitter.com/lex_node/status/1778167441903722768 https://twitter.com/ammori/status/1778128325996675577 https://x.com/iampaulgrewal/status/1778149863072670169 https://x.com/iampaulgrewal/status/1776292735063888374 https://twitter.com/jchervinsky/status/1778141231190552784 https://twitter.com/jchervinsky/status/1778455631277572241
47:58 EigenLayer and EigenDA are going to mainet! https://twitter.com/eigenlayer/status/1777757913718899074 https://twitter.com/sreeramkannan/status/1777791230556119183 https://x.com/TrustlessState/status/1778463830219092476 https://x.com/ayyyeandy/status/1778439191010873835
1:00:40 Solana Tensor’s Airdrop https://twitter.com/TensorFdn/status/1777350377895043537 https://x.com/TensorFdn/status/1775193013230489721
1:02:25 Bankless Airdrop Hunter https://www.bankless.com/airdrop-hunter
1:03:25 Circle Announces USDC Smart Contract for Transfers by BlackRock’s BUIDL Fund Investors https://www.businesswire.com/news/home/20240411966052/en/Circle-Announces-USDC-Smart-Contract-for-Transfers-by-BlackRock’s-BUIDL-Fund-Investors https://x.com/RyanSAdams/status/1778430676984897970 https://x.com/RyanSAdams/status/1778421743977173290 https://dune.com/steakhouse/tokenized-securities
1:09:10 Raises and BVC Investments MonadLabs raised $225M! https://twitter.com/monad_xyz/status/1777687376136982767
1:17:38 Bankless is hiring! https://www.bankless.com/jobs
1:18:00 MEME of the Week Nic vs David! 🥊 https://x.com/TrustlessState/status/1775883303268081891 https://x.com/TrustlessState/status/1774176205190709489 https://x.com/nic__carter/status/1774070020873535536
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
While there is always a lot of activity on Crypto Legal Front, this particular moment in time feels especially active. Today on the show we have Jake Chervinsky and Amanda Tuminelli, two of crypto’s most impressive lawyers.
Every single court case, of which there are 5 different ones discussed in this episode today, brings new precedent and new clarity to the crypto space. The theme of this episode today might be… crypto bites back.
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://go.coindesk.com/4cBztCA
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS 00:00:00 Start 00:05:18 Life as a Crypto lawyer 00:10:20 Coinbase Court Case 00:15:21 Are Airdrops Securities 00:19:34 Amanda's Take 00:22:22 Some Bad News 00:27:32 When Can We Expect Clarity? 00:30:11 Politics vs Policy 00:32:39 SEC vs ETH ETFs 00:36:55 ETH ETF Denial? 00:42:59 SEC Lying? 00:50:41 Leveraging Against Corruption 00:55:17 DeFi Education Fund vs SEC 01:03:56 Roman Storm 01:15:06 Can Courts Remain Impartial? 01:16:57 Elections Impact
------ RESOURCES
Amanda https://twitter.com/amandatums
Jake https://twitter.com/jchervinsky
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Ethereum community is currently in debate, are we going to change the monetary policy of ETH? Why should we? Who gets to decide? What should it be?
Today's episode of Bankless Takes is a masterclass on monetary policy for Ethereum and beyond. ------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS 00:00:00 Intro
00:03:23 Defining Monetary Policy
00:07:35 Total Monetary Base
00:12:46 M1 Chart https://fred.stlouisfed.org/series/M1NS
00:15:54 M2 Chart https://fred.stlouisfed.org/series/M2NS
00:20:05 Inflation + Purchasing Power https://fred.stlouisfed.org/series/CPIAUCNS
00:22:50 Bitcoin Issuance Policy https://river.com/learn/who-creates-new-bitcoin/
00:30:22 Ethereum's Monetary Policy https://studio.glassnode.com/metrics?a=ETH&c=native&m=supply.Current&resolution=24h https://notes.ethereum.org/@mikeneuder/iiii https://ultrasound.money/
00:35:27 ETH Social Contract
00:37:23 Bitcoin Monetary Policy
00:43:09 History Of ETH Issuance https://github.com/ethereum/consensus-specs/pull/971
00:50:58 Proposal Breakdown https://ethresear.ch/t/endgame-staking-economics-a-case-for-targeting/18751
01:01:57 ETH Supply Curve https://imgur.com/pVrZ9Ii
01:13:37 David's Opinion on Moving Forward
01:19:08 Ryan's Opinion
01:25:06 Policy Option 2
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today on the show, we have the founder of Stability AI, Emad Mostaque.
Emad recently left his company citing “You can’t beat centralized AI with more centralized AI” and decided to venture into the frontier of decentralized AI.
We touch on the economical consequences of AI, why it needs to be open-source and distributed and the role of Crypto in decentralizing AI.
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 5:26 Navigating AI & Web3 10:52 AI Governance 18:03 Decentralizing AI 26:54 Balancing Coordination 33:52 Decentralized AI Infrastructure 40:10 Emad’s Projects 48:40 Decentralization Trade-Offs 58:53 Governance Structure 1:02:50 AI Regulation 1:06:36 Custom AI Models 1:12:21 AI Economical Consequences 1:17:11 AI x Crypto 1:20:47 Closing Thoughts
------ RESOURCES
Emad Mostaque https://twitter.com/EMostaque
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup First Week of April, 2024
Major thanks to Anthony Sassano for filling in for Ryan as he takes some time off to update his firmware. https://x.com/sassal0x ------ 🌐 CRYPTEX | GET INVOLVED WITH GOVERNANCE FOR THE FUTURE OF DECENTRALIZED MARKETS https://bankless.cc/Cryptex_pod
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS 00:00:00 Start
00:02:24 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://pro.kraken.com/app/trade/eth-btc https://www.coingecko.com/en/global-charts
00:09:47 L2 Check-in https://l2beat.com/scaling/summary
00:17:19 ENA Airdrop https://twitter.com/ethena_labs/status/1775060005953421401?s=20 https://www.coingecko.com/en/coins/ethena
00:23:42 Wormhole Airdrop https://wormhole.com/w-launch-roadmap/ https://www.coingecko.com/en/coins/wormhole
00:28:14 Blobs Update https://warpcast.com/0xrob/0x0357eacb https://warpcast.com/sassal.eth/0xae93359e https://dune.com/hildobby/blobs https://twitter.com/rob_0x/status/1775130717774626839 https://x.com/TrustlessState/status/1775494227222315274?s=20
00:37:48 Base Ecosystem https://warpcast.com/jessepollak/0x078c9b74 https://x.com/ptrwtts/status/1774963873936011638?s=20 https://x.com/Uniswap/status/1774465349716435298?s=20
00:43:10 Degen Chain https://x.com/syndicateio/status/1773351144858750990?s=20
00:52:48 The Issuance Debate https://twitter.com/mikeneuder/status/1774072228839117307?t=C4VaAFdu-LRU1yDM31GCFQ&s=19 https://twitter.com/jon_charb/status/1774182126608380041
01:05:02 LST vs LRT Dynamics https://x.com/hildobby_/status/1775123732534603919?s=20
01:13:10 AAVE vs Maker https://x.com/lemiscate/status/1775116242019299404?s=20 https://governance.aave.com/t/arfc-risk-parameters-for-dai-update/17211/9 https://twitter.com/hasufl/status/1775157933501796465?s=20
01:17:48 Meme of The Week https://x.com/TrustlessState/status/1774791420504674325?s=20
01:22:34 Check Out The Daily GWEI! https://www.youtube.com/@TheDailyGwei ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome Bankless Nation, to the Summer of Protocols!|
Summer of Protocols is an ongoing research and evangelism effort that aims to catalyze broad interest in the study of protocols as a first-class concept for thinking about the world.
To explain a little more about what Summer of Protocols is all about, we brought Tim Beiko of the Ethereum Foundation and Venkat Rao of the Ribbonfarm blog on the podcast. Additionally, this episode contains three short interviews with three of the 35 total Summer of Protocols researchers.
You’re going to experience something a little different here on the show today. Some more storytelling, a different kind of frontier exploration, but all around the idea of protocols.
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ TIMESTAMPS & RESOURCES
0:00 Summer of Protocols Explained 12:05 Sarah Friend https://summerofprotocols.com/research/good-death https://twitter.com/isthisanart 37:16 Timber Schroff https://summerofprotocols.com/research/module-three/safe-new-world https://twitter.com/tmbr_ss 1:01:52 Nahee Kim https://summerofprotocols.com/research/re-move https://twitter.com/AppNahee 1:18:44 Summer of Protocols Future https://forum.summerofprotocols.com/t/blockchain-protocol-problems-braindump/223 https://summerofprotocols.com/research/sop2024 1:28:59 Closing
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Earlier this month the largest asset manager in the world released its first tokenized fund on Ethereum called the BlackRock BUIDL fund.
We knew this was big… but after recording this episode we’re realizing this is an even bigger deal than we initially thought. Tokenized treasuries on chain Tokenized securities on chain.
The largest institutions in the world are here and they’re tokenizing their assets.
------ 🌐 CRYPTEX | GET INVOLVED WITH GOVERNANCE FOR THE FUTURE OF DECENTRALIZED MARKETS https://bankless.cc/Cryptex_pod
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🏠 CASA | SECURE YOUR GENERATIONAL WEALTH http://casa.io/bankless
------ TIMESTAMPS 00:00:00 Intro 00:06:46 What Just Happened Last Week? 00:09:09 What Composes This Fund? 00:15:01 Onchain Dividends 00:20:02 Is BUIDL a Security? 00:22:56 Is It Permissionless? 00:26:02 Redeem Function 00:30:47 What Assets Come Next? 00:39:55 Securitize's Role In This 00:42:39 Size of Inflows 00:47:09 Total Market Size 00:50:46 Yield Accounts 00:53:01 Onboarding New Users 00:55:41 When Central Bank Involvement? 00:59:49 Where Do We Go From Here? 01:02:14 Legitimizing Our Case 01:05:04 Next Blackrock Product
Carlos Domingo https://twitter.com/carlosdomingo Check out the fund contract on Etherscan: https://etherscan.io/token/0x7712c34205737192402172409a8F7ccef8aA2AEc
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Bitcoin ETF was a huge win for Crypto. What’s next? Will an Ethereum ETF be approved?
We brought Matt Hougan & Ryan Rasmussen of Bitwise to explore exactly that.
We go through what made the BTC ETF so successful, what we need to replicate the process for Ethereum and what comes after the ETH ETF.
------ 📣 PERMISSIONLESS III | BUY TICKETS NOW Bankless Citizens get 30% off: https://www.bankless.com/tools/perks
Use BANKLESS10 for 10% off: https://bankless.cc/PermissionlessIII
------ 🎧 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 6:50 Bitcoin ETFs So Far 10:40 BTC ETF 2nd Acceleration 22:56 Crypto Default Allocation 26:31 Who’s Buying the BTC ETF? 28:59 Bitcoin vs Gold 36:46 When ETH ETF? 46:39 Forces at Play 53:25 ETH ETF Derivatives 58:38 ETH ETF Price Impact 1:02:10 ETH Narratives 1:08:31 What’s Next 1:12:02 Closing Thoughts
------ RESOURCES
Matt Hougan https://twitter.com/Matt_Hougan
Ryan Rasmussen https://twitter.com/RasterlyRock
Bitwise https://bitwiseinvestments.com/
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup Last Week of March, 2024
🖼️ NFTFi Borrow ETH or USDC with an NFT at https://bankless.cc/NFTFi_pod
Check their rewards program at: https://bankless.cc/NFTfi_rewards_pod
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
TIMESTAMPS & RESOURCES
0:00 Intro
3:45 BTC ETF https://dune.com/hildobby/btc-etfs https://x.com/WatcherGuru/status/1773069643923570968 https://twitter.com/ki_young_ju/status/1772916778621919490
7:28 ETH ETF Update https://twitter.com/WatcherGuru/status/1772999593577390172 https://x.com/CraigSalm/status/1772360837094691302 https://x.com/EricBalchunas/status/1772372601098162624 https://dune.com/21co/tokenization-government-securities
13:00 L2 Update https://x.com/RyanSAdams/status/1772721673541747099
14:30 BASE TVL: https://l2beat.com/scaling/projects/base https://x.com/Uniswap/status/1773375430285799546 https://x.com/MSilb7/status/1770621672237720001 https://www.growthepie.xyz/chains/base https://x.com/0x_Osprey/status/1773044075802849391 https://imgur.com/8GiwM4e https://x.com/base/status/1772767382362055097 https://twitter.com/jessepollak/status/1773085753850925073 https://x.com/jessepollak/status/1773099759235993725 https://twitter.com/maxbranzburg/status/1772716138499039612 https://twitter.com/hildobby_/status/1772775087562764791 https://x.com/TrustlessState/status/1772736730623332673
23:45 Markets https://twitter.com/TimmerFidelity/status/1772645291088388128 https://twitter.com/BrantlyMillegan/status/1772314510088409382
29:50 Blob demand skyrocketing - is it too much for Ethereum to handle? https://twitter.com/nero_eth/status/1771198600405463531 https://x.com/hildobby_/status/1773036022726627795 https://imgur.com/M8N9Plt https://x.com/ercwl/status/1773152515875340704 https://x.com/Data_Always/status/1773056653664940219 https://x.com/terencechain/status/1773123126202601942 https://x.com/peter_szilagyi/status/1773158997446557930 https://x.com/TrustlessState/status/1773160352479392107
38:23 Blast Controversy - Rollback the chain? https://twitter.com/PopPunkOnChain/status/1772746208047518025 https://twitter.com/zachxbt/status/1772843238539325947 https://twitter.com/0xquit/status/1772751865467596823 https://x.com/ercwl/status/1772781474867011752 https://x.com/_munchables_/status/1772846122236862789 https://x.com/PacmanBlur/status/1772871466935013701 https://twitter.com/nearisbuilding/status/1772866110733287466 https://twitter.com/jchervinsky/status/1772970536441713001
46:10 SBF Sentenced to 25 years https://x.com/innercitypress/status/1773376299626574125 https://blockworks.co/news/sam-bankman-fried-sentenced https://x.com/innercitypress/status/1773347397181092141 https://x.com/innercitypress/status/1773349731638394936 https://x.com/TrustlessState/status/1773358297308868973 https://x.com/crypto_bobby/status/1773358858678816783 https://x.com/Dogetoshi/status/1773370058892271763
53:57 Ethena is launching its token! https://twitter.com/ethena_labs/status/1773077170132320626 https://www.bankless.com/airdrop-hunter
55:23 Google integrated ENS into search! https://warpcast.com/sassal.eth/0x36e35d26 https://twitter.com/RyanSAdams/status/1773076211947765921
56:57 Did Coinbase lose to the SEC? https://x.com/RyanSAdams/status/1772984052653478333 https://x.com/iampaulgrewal/status/1772993916146479193 https://x.com/iampaulgrewal/status/1772993916146479193 https://twitter.com/jchervinsky/status/1772999508462309511
58:49 CFTC vs KuCoin https://www.coindesk.com/business/2024/03/26/crypto-exchange-kucoin-violated-anti-money-laundering-laws-us-charges/ https://twitter.com/jchervinsky/status/1772666739995595007
59:50 Kraken Financial, a state-chartered bank, is live! https://twitter.com/davidlripley/status/1770952985411301724
1:00:37 Raises and BVC Investments https://x.com/build_on_bob/status/1773020961597452634 https://twitter.com/SuccinctLabs/status/1770843544388771914
1:02:41 MEME of the Week https://twitter.com/liamihorne/status/1772363988757561474
1:03:23 Closing & Disclaimers
1:03:33 Moment of Zen https://x.com/outttoforderrr/status/1773020500060512767
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
On today's episode of Bankless Takes we're exploring the current state of crypto's social layer. Are we in this for the right reasons, or has crypto lost the plot?
🖼️ Borrow ETH or USDC with an NFT on NFTFi https://bankless.cc/NFTFi_pod
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS 00:00 Start 05:16 The Worst Memecoins 10:37 How We Got Here https://x.com/reganbozman/status/1769775181722190293?s=46
13:56 Have We Lost The Plot? https://polynya.mirror.xyz/ptscXuh3J3KOj2uJAn0vrEanpn2nauwA7iytYZ4cM9U
19:39 Celebrating Criminals https://x.com/laurashin/status/1772407168760713454?s=20 https://x.com/TrustlessState/status/1772313252183126314?s=20 https://x.com/TrustlessState/status/1772428935206183082?s=20
26:55 Long Term Focus https://twitter.com/RyanSAdams/status/1772320119504449592?s=20
31:10 Don't Ignore The Bad, Pursue The Good https://twitter.com/nic__carter/status/1771980083667861734?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-pacman-blast-l2
------ Pacman is one of the most interesting builders in crypto right now. After creating Blur, a disruptive NFT exchange, the crypto wonder kid is targeting the L2 space with his new yield bearing L2 called Blast.
In this episode, we cover Pacman’s story, how he built Blur, how he pioneered Points and finally, we get into Blast, the already third largest L2 in TVL.
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 6:45 Pacman’s Story 24:40 Blast’s Perception 29:36 Blur 34:45 Points 47:55 Blast Genesis 54:35 Blast’s Native Yield 1:19:05 Yield Risks 1:23:15 Net Gas Revenue 1:26:00 Projects on Blast 1:30:12 Is Blast a Multisig? 1:32:51 Blast’s Vision 1:34:10 Blast on OP Superchain? 1:36:53 Closing Thoughts
------ RESOURCES
Pacman https://twitter.com/PacmanBlur
Blast https://blast.io
Pacman Blur’s Episode https://www.youtube.com/watch?v=KBKRrKtGTY8
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Friday Weekly Rollup 3rd Week of March ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ Timestamps & Resources: 00:00:00 Welcome to Bonkless https://twitter.com/RyanSAdams/status/1770089383850312109 https://twitter.com/RyanSAdams/status/1733256908230775194/photo/1
00:05:24 MARKETS https://pro.kraken.com/app/trade/btc-usd
00:06:39 Why Selloff? https://twitter.com/tedtalksmacro/status/1770297816138887223 https://www.coinglass.com/LiquidationData https://twitter.com/Jesseeckel/status/1769339678988157077 https://imgur.com/wAzzwcj
00:13:14 Solana Memecoin Mania https://www.theblock.co/post/282993/solana-memecoin-volume-fees-highs https://cryptopragmatist.com/p/memecoin-mania-hits-solana https://twitter.com/phantom/status/1767610926461538795 https://x.com/RyanSAdams/status/1769758122929693116?s=20 https://twitter.com/RyanSAdams/status/1768735643964723427?s=20
00:20:00 Problems to Solve https://dune.com/scarn_eth/solana-tx-fail-rate
00:22:18 $100M in 48 hours https://x.com/0xGumshoe/status/1769407082908832193?s=20 https://twitter.com/zachxbt/status/1769948459266707961?s=20
00:25:04 Slerf Deleting $10m https://x.com/Slerfsol/status/1769628588809031864?s=20
00:29:04 Blobs and Base https://dune.com/0xRob/blobs
00:31:19 L2 Fees https://twitter.com/liamihorne/status/1768979646954008921 https://www.gasfees.io/ https://twitter.com/tokenterminal/status/1769010809479266659
00:37:41 Fed Meeting https://twitter.com/NickTimiraos/status/1770510628492284375?s=20 https://www.cnbc.com/2024/03/20/fed-meeting-march-2024-.html https://twitter.com/LynAldenContact/status/1768669656116593146?s=20
00:40:33 Blackrock On Chain Fund https://www.businesswire.com/news/home/20240320771318/en/BlackRock-Launches-Its-First-Tokenized-Fund-BUIDL-on-the-Ethereum-Network https://securitize.io/invest https://twitter.com/iamDCinvestor/status/1770226356648890491 https://twitter.com/alexadelman/status/1770480118273581410?s=46&t=iahr7Lh5v08SSM_Ery-bGw
00:45:46 Blackrock Violating Sanctions https://twitter.com/Awawat_Trades/status/1770477144990261480/photo/1
00:47:59 Ethereum Foundation Under Investigation https://fortune.com/crypto/2024/03/20/sec-gary-gensler-ethereum-security-commodity-crypto-foundation/ https://x.com/MikeSeligEsq/status/1770475199609114831?s=20 https://twitter.com/iampaulgrewal/status/1770594620969501035?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/BrianQuintenz/status/1770541103667929161?s=20
00:54:26 ETH ETF Updates https://www.theblock.co/amp/post/283542/following-fidelitys-lead-grayscale-looks-to-add-staking-for-its-proposed-ethereum-etf https://twitter.com/JSeyff/status/1770184966648877511?s=20
01:00:08 EtherFi Airdrop https://twitter.com/ether_fi/status/1769002585501962253 https://twitter.com/TrustlessState/status/1769860129543901654?s=20
01:04:53 $16.4m Alien Punk Sale https://x.com/nftnow/status/1770549365016322265?s=20
01:05:54 SEC Bad Faith https://twitter.com/eleanorterrett/status/1769840053369327671 https://twitter.com/CampbellJAustin/status/1769841646789673439
01:07:55 Bob Gensler https://twitter.com/jimmyragosa/status/1770425599472902564
01:08:50 CZ Updates https://twitter.com/cz_binance/status/1769877743607448029?s=46&t=LKBC7Qtm18FnZ380xCF2pA
01:10:16 Bankless is Hiring! https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf
01:11:15 Meme of The Week https://twitter.com/AshleyDCan/status/1769791782957564343
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-patrick-mckenzie
------ Why do banks have holidays? Should we redesign the banking system? Is there a future for crypto?
Today we’re joined by Patrick McKenzie, an advisor at Stripe who writes about the modern financial system helps us answer these exact questions.
First, we talk about the inner workings of the existing banking system. Then we get into crypto, where Patrick shares his reasons for skepticism.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------ TIMESTAMPS
0:00 Intro 6:35 Patrick’s Background 9:48 Banking System Evolution 20:09 Banking Holidays 26:44 Financial System Redesign 40:12 Transactional Freedom Trade-offs 1:03:39 Crypto Slogans 1:11:36 Crypto Predictions 1:21:42 Closing Thoughts
------ RESOURCES
Patrick McKenzie https://twitter.com/patio11
Check Out Patrick’s Blog https://www.bitsaboutmoney.com/
Molly White Episode https://www.youtube.com/watch?v=y9Itd3g23QI
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
The crypto bull market is here and nothing drives price like a good ol' narrative. On the show today we walk you through the top 7 that we're most excited about to watch unfold during this bull run.
Can you guess which one is our favorite? ------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
00:00 Start 06:19 3 Ways To Make Money in Crypto 10:25 #1 - Decentralized AI 18:29 #2 - Restaking 24:40 #3 - Bitcoin Renaissance 30:25 #4 - New Infrastructure 42:10 #5 - Alt Layer 1 50:34 #6 - DePin 55:09 #7 - Real World Assets 59:45 David's Top Choice
------ RESOURCES https://www.bankless.com/the-2024-bull-run-narrative-glossary https://www.bankless.com/this-is-the-ai-x-crypto-cycle https://x.com/TrustlessState/status/1766087668595638336?s=20 https://dune.com/hashed_official/lrt https://www.coingecko.com/en/categories/restaking https://www.bankless.com/8-bitcoin-l2s-you-should-watch?ref=bankless.ghost.io https://www.coingecko.com/en/categories/data-availability https://www.coingecko.com/en/categories/layer-2 https://x.com/BanklessHQ/status/1764722637333229610?s=20 https://www.coingecko.com/en/categories/layer-1 https://www.coingecko.com/en/categories/depin https://youtu.be/kdQi-N1BfO4 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today on the show we have two guests debating the merits and costs of crypto memecoins. Ledger (Brian Krogsgard) from the UpOnly podcast thinks that memecoins are financial nihilism that creates room for bad actors and grifters. Stephen Cesaro, from the Alfalfa Podcast, thinks memecoins are something to appreciate and celebrate.
Which side are you on?
------ 🥩PRIMESTAKED | MINT primeETH NOW https://bankless.cc/Origin-pod
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 8:35 Ledger’s Memecoin Arc 11:53 Stephen’s Memecoin Arc 13:20 $DOGE vs. $BTC 18:38 Tokenization of Memes 22:28 Memecoin Intent & Transparency 33:24 Memecoin Theory & Practice 44:30 Investing in Brands 51:55 Reframing Memecoins 56:27 Memecoins vs. Scams 1:09:01 Closing & Disclaimers
------ RESOURCES
Ledger https://twitter.com/ledgerstatus
Stephen https://twitter.com/0xmagiclines
------ See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-l2-tokens/
------ Are Layer2 Tokens bullish or are they just worthless governance tokens?
We’ve brought a team of expert panelists to help us answer that exact question.
Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.
------ 🥩PRIMESTAKED | MINT primeETH NOW https://bankless.cc/Origin-pod
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 7:50 L2 Value Capture 13:37 Short-Term vs Long-Term 17:30 L2 Business Model 28:24 Worthless Governance Tokens? 42:04 Immutable & Base 53:40 Vertically-Integrated Chains 1:05:24 Do L2s Need Tokens? 1:15:38 L2 Experimentation 1:32:44 Capturing L2 Upside 1:38:44 Closing & Disclaimers
------ RESOURCES
L2Beat https://l2beat.com/scaling/summary
ETH in 2024 https://www.youtube.com/watch?v=0rPF8zNnfnE
Anthony Sassano https://twitter.com/sassal0x
Mike Ippolito https://twitter.com/MikeIppolito_
Jordi Alexander https://twitter.com/gametheorizing
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of March, 2024
------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 bankless.cc/spotify-premium
------ 🥩PRIMESTAKED | MINT primeETH NOW https://bankless.cc/Origin-pod
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
TIMESTAMPS & RESOURCES
0:00 Intro
7:48 Markets 9:00 Bitcoin’s market cap surpassed Silver this week https://companiesmarketcap.com/assets-by-market-cap/ https://twitter.com/robustus/status/1767164377969340419 https://l2beat.com/scaling/data-availability
18:09 Movers of the Week - Memecoins? https://twitter.com/econoar/status/1767170724446552159 https://twitter.com/blknoiz06/status/1766680047547494658 https://twitter.com/FTI_DA/status/1767969299350610040 https://x.com/RyanSAdams/status/1766827037149343951
26:40 U.S. CPI rose faster than expected last month https://www.cnbc.com/2024/03/12/cpi-inflation-report-february-2024-.html 26:58 Why are DeFi rates so high? https://twitter.com/ErikVoorhees/status/1766326070545162321 https://twitter.com/haydenzadams/status/1766669255100055866 https://twitter.com/ethena_labs/status/1768023077932380257
29:33 ETF Watch! https://dune.com/hildobby/btc-etfs https://dune.com/queries/3382000/5674971 https://twitter.com/zerohedge/status/1768022702294470855 https://twitter.com/JSeyff/status/1767206535879389332 https://twitter.com/jchervinsky/status/1767175990285857006 https://x.com/jchervinsky/status/1767187618876305628 https://x.com/orb_land/status/1767278815791722629
38:28 Blobs arrived to Mainnet, L2 Fees plummet! https://x.com/parithosh_j/status/1767973626987606190 https://x.com/RyanSAdams/status/1767913396777767361 https://twitter.com/sproule_/status/1767960271853686879 https://twitter.com/zksync/status/1767983026443579448 https://twitter.com/argenthq/status/1767917028013224370 https://x.com/Optimism/status/1768090982862803203 https://twitter.com/liamihorne/status/1768068293787615288 https://x.com/brian_armstrong/status/1768091017021116562 https://twitter.com/jessepollak/status/1768071129854562698 https://x.com/TrustlessState/status/1768074308482400556 https://x.com/js_horne/status/1768075186824163698 https://fees-growthepie.streamlit.app/ https://x.com/arbitrum/status/1767912321618505954 https://dune.com/0xRob/blobs https://twitter.com/liamihorne/status/1767962414312521844 https://x.com/lightclients/status/1767957828969349148 https://x.com/TrustlessState/status/1768243873430552801 https://x.com/TrustlessState/status/1762589707756548566
1:01:59 Swell announced their Restaked Rollup https://twitter.com/swellnetworkio/status/1767889656451047505
1:03:00 Tensor introduced the TNSR token https://twitter.com/TensorFdn/status/1767616700609171508
1:03:25 Jito is getting rid of Mempool?! https://twitter.com/jito_labs/status/1766228889888514501 https://www.coindesk.com/business/2024/03/08/solana-client-developer-jito-announces-end-of-mempool-function/ https://twitter.com/smyyguy/status/1766234020076011865 https://twitter.com/jon_charb/status/1765923336138211353
1:08:59 Saylor has no chill https://x.com/MEMECOETH/status/1767690213877252485
1:10:18 Raises and BVC Investments https://twitter.com/EclipseFND/status/1767212277285969979 https://twitter.com/clique2046/status/1768277734113907127
1:12:27 David demo signing up for it while RSA highlights https://open.spotify.com/show/1y0zqrWsFxmCYcTnV7ExUn We recently celebrated 4 years https://x.com/RyanSAdams/status/1768269073354231826
1:14:22 MEME of the Week Name kids after what you love https://x.com/abbeyjazzy/status/1767890031824216551
1:15:27 Moment of Zen https://www.youtube.com/watch?v=B5if2hthPCs
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ethereum's next hard fork is here and we're joined by Tim Beiko from the Ethereum foundation to walk us through and explain what it all means.
He shares a comprehensive guide on each and every EIP along with what comes next, Dencun, Pectra, and beyond. If you want to be up to date with the state of all things Ethereum this is the episode for you. ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS 00:00 Start 04:44 Naming "Dencun" 08:40 Overview on Blobs 11:31 EIP-7514 (Epoch Churn Limit) 14:42 EIP-6780 (Self Destruct) 19:27 EIP-7044 (Signed Voulentary Exits) 20:49 EIP-7045 (Max Attestation Inclusion) 21:49 EIP-4788 (Beacon Block Route) 25:31 Opcode Changes 29:58 What's Next 37:53 Future EIPs 41:37 Max Effective Balance 45:22 Inclusion Lists 50:40 Additional Noteworthy EIPs
------ RESOURCES Tim: https://twitter.com/TimBeiko
ETH Magicians: https://ethereum-magicians.org/u/timbeiko/summary ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Can we Tokenize the World? Robert Leshner, creator of Compound and one of the forefathers of DeFi, is on a mission to do so.
With his new company Superstate, new product, tokenized t-bills and new location, New York city. Robert is trying to bring $300 trillion in TradFI assets on-chain.
------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
00:00 Intro 4:27 Tokenization History 9:46 RWA Problem Statement 14:04 Opening the Door 26:37 Securities Laws 31:50 Tokenizing Treasuries 39:06 Superstate 46:57 Regulatory Constraints 56:01 The Future of RWAs 1:00:36 Pitching TradFi 1:05:13 2030 Prediction 1:06:57 Closing & Disclaimers
------ RESOURCES
Robert Leshner https://twitter.com/rleshner
Superstate https://superstate.co/
Superstate - USTB Fund https://superstate.co/ustb
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-justin-sun
------ Justin Sun, the Controversial Founder of TRON has finally entered the chat.
This episode is packed with hot takes. Expect to learn why Justin is still in Crypto, why he should’ve copied Ethereum 100% and not just 95%, why he views Vitalik as a goldmine and much more.
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------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
00:00 Intro 7:17 Justin Sun Origin Story 13:01 Why Crypto? 19:51 The Next Cycle 25:32 Justin’s Role 29:00 The State of Tron 36:36 Tron Economics 47:28 Tron Plagiarism 53:22 Decentralizing Tron 57:03 Addressing Tron’s Censorship 1:03:33 Crypto Favorites 1:05:20 What’s Next 1:09:16 People to Watch 1:14:51 Closing & Disclaimers
------ RESOURCES
Justin Sun https://x.com/justinsuntron
TRON https://tron.network/
TRON Stats https://thedefireport.substack.com/p/should-we-be-taking-tron-seriously
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Weekly Rollup 2nd Week of March ----- ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS & RESOURCES 00:00 Start
00:46 Fake All Time Highs? https://twitter.com/iamdcinvestor/status/1765320979679699285?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/RyanSAdams/status/1763324643635835082?s=20
05:18 MARKETS https://twitter.com/GayatriPC_/status/1765441708383486109?s=20 https://twitter.com/kobeissiletter/status/1763553807298875568?s=46&t=LKBC7Qtm18FnZ380xCF2pA https://x.com/EricBalchunas/status/1765121689036427654?s=20 https://www.ccn.com/news/bitcoin-etf-gold-btc-aum/ https://twitter.com/AP_Abacus/status/1763264513220964715?s=20 https://twitter.com/EricBalchunas/status/1763910750026793199?s=20
08:25 Biggest BTC Monthly Candle Ever https://twitter.com/intangiblecoins/status/1763390416307519840
17:58 ETH ETF? https://twitter.com/EricBalchunas/status/1763910750026793199?s=20 https://twitter.com/jchervinsky/status/1763705594949570757?s=20
24:05 Rise of The Memecoins https://www.coingecko.com/
33:55 SEC vs Shapeshift https://www.sec.gov/files/litigation/admin/2024/34-99676.pdf?utm_medium=email&utm_source=govdelivery https://x.com/ErikVoorhees/status/1765411276497293365?s=20
36:28 Ryan and David Screenplay Acting https://twitter.com/RyanSAdams/status/1765463226781774048?s=20 https://www.sec.gov/news/statement/peirce-uyeda-statement-a-crypto-world-turns-03-06-24 https://x.com/0xdef1cafe/status/1765466419649540269?s=20 https://x.com/TrustlessState/status/1763607417105867050?s=20
41:12 Wormhole Airdrop https://wormhole.com/w-airdrop-explained/ https://airdrop.wormhole.com/ https://www.bankless.com/claimables?ref=no-address
47:06 Eigenlayer Passes $1 Billion https://app.eigenlayer.xyz/
48:27 Coinbase Smart Wallets https://www.coinbase.com/blog/evolving-wallets-to-bring-a-billion-users-onchain https://twitter.com/jessepollak/status/1763583352391500103 https://x.com/RyanSAdams/status/1765481895448428882?s=20
52:14 Record CryptoPunk Sale https://warpcast.com/ecr/0x4a44d2a6
54:19 Saylor Buys More Bitcoin https://twitter.com/JanWues/status/1764788016206286996
57:17 Permissionless III https://twitter.com/Permissionless/status/1765030038905463132?s=20 https://x.com/JasonYanowitz/status/1765040063086231695?s=20
59:32 ETH Denver Uber Driver Recap https://twitter.com/moo9000/status/1765321693503832471?s=20
1:05:29 Moment of Zen https://x.com/songadaymann/status/1765838218388222375?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
An in person interview with presidential candidate RFK Jr. who shares his takes and policies on the state of crypto in the United States.
To learn more, visit https://www.kennedy24.com/
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
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🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan and David share another Bankless Takes episode where they discuss their AI memecoin analysis, why AI crypto tokens are a big deal, how to speculate on narratives like AI memecoins (lessons and guidance for “narrative investing”, and what are the next big narratives this cycle.
------ 🌐 CARTESI | MODULAR EXECUTION ON LINUX https://bit.ly/3SYkjzF
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS & RESOURCES
0:00 Intro 4:49 Why is Crypto x AI Narrative a thing? https://media1.tenor.com/m/q0zcs7G7FogAAAAd/galassia-galassie.gif https://twitter.com/0xMubeenn/status/1764139946062029212 https://vitalik.eth.limo/general/2024/01/30/cryptoai.html
10:40 Decentralized AI & Compute https://x.com/TrustlessState/status/1762318512507208182 https://x.com/anna_kazlauskas/status/1764675698310926459? https://www.coingecko.com/en/coins/filecoin https://www.coingecko.com/en/coins/arweave https://www.coingecko.com/en/coins/renderc https://www.tradingview.com/chart/?symbol=MEXC%3ATAOUSDT
20:00 Road to AGI
23:00 AI Memecoins
21:12 Crypto Narrative Guidance https://twitter.com/0xMubeenn/status/1764139946062029212/photo/4 https://cryptonarratives.substack.com/p/how-to-catch-a-few-20x-to-100x-coins
46:55 Top Signals
49:50 Predictions & Closing https://twitter.com/mrjasonchoi/status/1758902284980027818
56:51 Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Paolo Ardoino is the CEO of Tether, the $100 Billion stablecoin company that owns more U.S. Treasuries than most countries.
We explore why Tether is winning, how it’s helping people in emerging markets and what really backs a $USDT. We also cover the state of the stablecoin regulation and even market competitors.
Tether has been and it’s still a target of Fud in the Crypto industry. Paolo is here to refute that Fud and much more.
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
------ TIMESTAMPS
00:00 Intro 6:52 Paolo Background 11:01 The History of Tether 15:40 USDT in Emerging Markets 25:30 Why not Bitcoin? 28:25 What’s Backing Tether? 42:25 Banking Risks 54:59 Tether Reserves Breakdown 59:39 Becoming Too Big 1:06:23 The Stablecoin Wars 1:11:18 Freezing Funds 1:13:45 USDT Competitors 1:16:59 Tokenized T-Bills 1:19:55 Tether on Tron 1:24:53 Regulation 1:26:14 The Value of Tether 1:29:10 Closing & Disclaimers
------ RESOURCES
Paolo Ardoino https://twitter.com/paoloardoino
Tether Transparency Reports https://tether.to/en/transparency/#reports
Circle’s Caroline Hill on Congress https://twitter.com/Pledditor/status/1758243599446089799
JPMorgan negative on Tether https://www.theblock.co/post/275643/jpmorgan-tether-negative-crypto
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup Last Week Of February ------ 🌐 CARTESI | MODULAR EXECUTION ON LINUX https://bit.ly/3SYkjzF ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS 00:00:00 Start 00:03:26 Bull Market Hype https://twitter.com/ercwl/status/1762873948847440333?s=46 https://x.com/RyanSAdams/status/1762977062225145933?s=20 https://warpcast.com/ssj2/0x365adfd3 https://twitter.com/RyanSAdams/status/1762611219121234165?s=20
00:12:09 Markets https://twitter.com/balajis/status/1762802897518215405?t=dgPNsdAH9BvMoJNsH8tqVA&s=19 https://twitter.com/jseyff/status/1763069374867427767?s=46 https://twitter.com/matt_hougan/status/1762846266093125793?s=46&t=iahr7Lh5v08SSM_Ery-bGw https://www.bloomberg.com/news/articles/2024-02-23/ria-carson-group-greenlights-four-spot-bitcoin-etfs-for-retail-buyers https://www.coindesk.com/business/2024/02/28/morgan-stanley-evaluating-spot-bitcoin-etfs-for-its-giant-brokerage-platform-sources/ https://twitter.com/HHorsley/status/1760763968187154923
00:20:27 L2 Update https://l2beat.com/scaling/summary
00:24:39 Coinbase Down https://twitter.com/brian_armstrong/status/1762933446194901140?s=46
00:25:52 Reddit Buys BTC and ETH https://twitter.com/QwQiao/status/1760767461253628254?s=20 https://twitter.com/econoar/status/1760763758467830016
00:31:07 Kraken vs The SEC https://twitter.com/DavidLRipley/status/1760829432292405368 https://x.com/RyanSAdams/status/1761123526247916020?s=20 https://twitter.com/jchervinsky/status/1761033870139613514?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://blog.kraken.com/news/introducing-kraken-institutional?utm_source=Twitter&utm_medium=social&utm_campaign=2024_q1_institutional_launch
00:35:43 Gemini Earn Customers Bailed Out https://twitter.com/geminitrustco/status/1762954631150207226?s=46 https://twitter.com/RyanSAdams/status/1762966619112825249?s=20
00:39:22 Uniswap Fee Switch https://x.com/UniswapFND/status/1761029569983971567?s=20 https://twitter.com/eek637/status/1761029351263318151?s=46&t=LKBC7Qtm18FnZ380xCF2pA https://twitter.com/TheiaResearch/status/1761077943563104613 https://twitter.com/mrjasonchoi/status/1761048443756421259?s=46&t=LKBC7Qtm18FnZ380xCF2pA
00:49:16 Dencun Updates https://twitter.com/timbeiko/status/1762492163869614411?s=46&t=2SMKWt7-hlJuSdhYSlImeQ https://twitter.com/RyanSAdams/status/1762849105481441405?s=20
00:52:46 Blast Mainnet Launch https://x.com/Blast_L2/status/1762274684316405908?s=20
00:53:52 Coinbase Validator Report https://www.coinbase.com/cloud/discover/insights-analysis/execution-client-diversity
00:55:41 Lens Protocol is Permissionless https://x.com/LensProtocol/status/1762591256381927799?s=20
00:58:38 Uncovering Satoshi https://twitter.com/pete_rizzo_/status/1761040089075888292?s=20
01:02:06 Avalanche Goes Down https://status.avax.network/
01:02:35 Donald Trump Crypto Take 01:04:07 Liz Warren Take https://twitter.com/twobitidiot/status/1762612018312315069?s=20
01:06:52 Bankless Meetup https://x.com/banklesshq/status/1763247319951007923?s=46 https://x.com/mheinrich/status/1762990723992092796?s=20
01:08:33 Raises https://x.com/bounce_bit/status/1762874894520656120?s=20 https://twitter.com/ether_fi/status/1762841187356979302?s=46
Meme of The Week https://twitter.com/greg16676935420/status/1759688234672505103?s=20
01:14:24 Moment of Zen https://www.instagram.com/reed_harrington23?igsh=aWlla2d4N3A0bjc0
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Chris Perkins has a fascinating background as a marine who was shot at in Iraq, was at Lehman bros when it all came crashing down, was a Citigroup trying to pick up the piece of the financial crisis where he first ran across Gary Gensler, and now he’s in crypto. We talk about all that, but that’s not even the main event.
The Main Event is Ether the asset and a new reference rate he’s building on top of it. This sounds in the weeds but it’s actually actually key to unlocking trillions in new financial products. You might call this new rate the Libor for ETH.
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🦄 UNISWAP | Swap Smarter https://bankless.cc/uniswap
------ TIMESTAMPS 00:00:00 Start 00:11:33 Intro to Chris 00:13:17 From Banks To Crypto 00:16:27 Hostility Towards Crypto 00:19:16 National Security 00:25:23 Takes on Regulation 00:31:12 TradFi Response To Crypto 00:33:58 ETH ETF 00:37:24 Libor for ETH? 00:42:43 Libor Recap 00:45:35 How Was Libor Corrupted? 00:53:21 ETH Reference Rate 01:04:13 Risk Free Rate 01:10:08 Real vs Nominal Returns 01:21:51 DeFi Applications 01:26:01 Market Size 01:33:17 Going Forward
------ RESOURCES
CESR home page: https://www.coindesk.com/indices/ether/cesr CESR methodology document: https://coinfund.io/cesr/ CESR Tearsheet: https://downloads.coindesk.com/cd3/CDI/CESR+Fact+Sheet.pdf
More Reading: https://www.coindesk.com/consensus-magazine/2023/09/26/how-staking-rates-can-drive-the-crypto-economy-forward/ https://www.coindesk.com/business/2023/09/27/five-reasons-why-the-world-needs-a-standardized-ethereum-staking-rate/ https://www.risk.net/derivatives/7957405/new-hope-for-crypto-derivatives-as-markets-urged-to-hail-cesr
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s episode, we do a shared sequencing deep dive with repeat guest, Mr. Moonmath himself, the Blockchain Brainiac, and the Ethereum Evangelist– Justin "The Juggernaut" Drake. Justin is joined by The Sultan of Sequencing, the Espresso Emperor, the Cross-Rollup Connoisseur himself, Ben, the Blockchain Barista Fisch.
Where the fragments of Ethereum threaten to turn the digital ecosystem into a maze of confusion, these two men stand tall, illuminating the way, to come and save us from the labyrinth of Ethereum’s rollup-centric roadmap.
------ 📣SUI | Register for Sui Basecamp https://bankless.cc/SUI-podcast
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
💸CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS
0:00 Intro 6:09 Goals For the Episode 8:32 Sequencing / Sharing Explained 15:13 Ethereum’s Arc 18:20 Shared Sequencing Obstacles 23:52 Network Effects & the Cold Start Problem 32:54 MEV Redistribution 45:25 Reserve Price 46:45 Loss of Sovereignty 54:34 Espresso Announcement! 1:03:52 Fast L2 Finality 1:09:52 Real-Time, Recursive Proving, & Hardware 1:13:32 Flash Loans & Snark Proving 1:15:38 Low Latency Finality 1:17:08 Censorship Solutions 1:21:50 Discussing the Downsides 1:35:38 Known Unknowns of the Future 1:39:46 Closing & Disclaimers
------ RESOURCES
Justin Drake https://twitter.com/drakefjustin
Ben Fisch https://twitter.com/benafisch
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here: https://www.bankless.com/disclosures
Nic Carter rejoins the podcast to discuss Bitcoin’s second civil war. When did it begin? Where are the party lines drawn? How will it end? Possible solutions? David and Nic dig into all of these questions and much more.
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------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS
0:00 Intro 7:30 The Bitcoin Civil War 10:32 Defining Side Lines 14:14 No Core Consensus 17:13 Filtering Out Transactions & Expressivity 22:39 Season Two 26:16 Lightning Doesn’t Work? 29:16 Ordinals & Bitcoin L2s 32:49 The Future of Bitcoin Core 35:16 Covenants Explained 37:26 Bitcoin Venture Capital 48:26 BitVM 51:64 Bitcoin Block Philosophy 1:02:10 Bitcoin Expressivity Going Too Far 1:07:36 Bitcoin Ideology 1:10:12 Closing
------ RESOURCES
Nic Carter https://twitter.com/nic__carter
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here: https://www.bankless.com/disclosures
What’s Data Availability (DA) and what’s its Business Model?
In this episode we’re welcomed by Jon Charbonneau, researcher-investor at DBA and Neel Somani, CEO of Eclipse.
We unpack everything Data Availability from what it unlocks to its economics. We also get into the DA Market covering participants like Celestia and EigenDA.
------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
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🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS
00:00 Intro 7:27 What is DA? 16:45 Is DA a Commodity? 23:40 DA Costs 30:23 What DA Unlocks 37:41 The DA Market 1:01:40 Network Effects 1:07:56 DA Economics 1:14:50 DA Value Capture 1:20:23 Celestia Monetary Premium 1:29:10 What’s Next for DA 1:34:29 Solana DA 1:36:01 Closing Thoughts
------ RESOURCES
Jon Charbonneau https://twitter.com/jon_charb
Neel Somani https://twitter.com/neelsalami
Celestia https://celestia.org/
EigenDA https://docs.eigenlayer.xyz/eigenda/overview
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Last Week of February 2024
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💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:01 Markets 3:23 ETH Price https://x.com/RyanSAdams/status/1760078604178792728
6:30 Bitcoin observations by Nic Carter https://twitter.com/nic__carter/status/1758159340886774270 https://youtu.be/acWTaENmYFw?si=da7JbWp_6SrSdtGK
10:18 L2 Update https://x.com/pseudotheos/status/1760612134189199462
11:30 Movers of the Week https://x.com/OpenAI/status/1758192960116785459 https://twitter.com/WillSmith2real/status/1759703359727300880 https://coinmarketcap.com/cs/currencies/worldcoin-org/
15:22 BTC ETF FIRST https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ https://dune.com/hildobby/btc-etfs
BTC ETFs gained $8.5B on gold ETFs in organic growth since Jan 11 launch! https://twitter.com/EricBalchunas/status/1760281449373065558
19:54 Coinbase earnings beat the expectations! https://x.com/coinbase/status/1758239866234839254 https://nft.coinbase.com/mint/coinearnings
21:38 NVDA Earnings https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html https://x.com/TrendSpider/status/1760310911213207849 https://companiesmarketcap.com/assets-by-market-cap/#google_vignette
27:10 Starknet token is now live! Was this the Largest airdrop in history? https://twitter.com/StarknetFndn/status/1759910415335600584 https://www.coingecko.com/en/coins/starknetc https://token.unlocks.app/starknet 32:23 You can now check your eligibility in Claimables! https://twitter.com/BanklessApp/status/1760059308077654142
33:33 Pudgy Penguins & Luca Netz https://x.com/pudgypenguins/status/1760040978281271715 https://twitter.com/LucaNetz/status/1760042076379451693 https://twitter.com/Walmart/status/1760088434549395492 https://www.theblock.co/post/277947/pudgy-penguins-briefly-flips-bored-ape-yacht-club-in-floor-price
40:30 Big investment - A16z Invests 100m into Eigenlayer https://x.com/eigenlayer/status/1760666731859833048?s=20 https://x.com/TrustlessState/status/1760672144697229352?s=20
43:30 KelpDAO issues synthetic Eigen Points token https://x.com/KelpDAO/status/1760020436195389561?s=20
44:50 Ethena Mainnet https://twitter.com/ethena_labs/status/1759546702187696437 https://twitter.com/ConorRyder/status/1759706195709849806 https://x.com/0xngmi/status/1759734299861852372?s=20 https://twitter.com/sassal0x/status/1759772880014069989
48:00 Yuga Labs acquired Proof! https://twitter.com/yugalabs/status/1758583237964947796?s=20 https://x.com/kevinrose/status/1758586303095177229?s=20 https://twitter.com/HollanderAdam/status/175859548883878343 0?s=20
50:23 The announcement of a large $OP airdrop to builders on February 21. https://x.com/Optimism/status/1760002821120983200?s=20
51:40 THE PEOPLE VS THE SEC https://twitter.com/amandatums/status/1760346084323344480?s=46 https://twitter.com/jchervinsky/status/1760349436713050249?s=20 https://x.com/RyanSAdams/status/1760428150863913195?s=20 https://x.com/jchervinsky/status/1760480771444294046?s=20
55:28 Do Kwon is heading to the US! https://twitter.com/WatcherGuru/status/1760348316288667763 https://twitter.com/RyanSAdams/status/1760354192458232039
59:29 Stablecoin wars are heating up! https://twitter.com/Pledditor/status/1758243599446089799 https://x.com/circle/status/1760108597218889998
1:04:35 Raises and BVC Investments INIT Capital raised $3.1M seed investment! https://twitter.com/InitCapital_/status/1760273773667004620
1:05:40 Reddit “Airdrop” https://warpcast.com/rsa.eth/0xb4d6eb5c
1:09:10 MEME of the Week https://warpcast.com/banklesshq/0x8180df86
1:09:44 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome to the LRT episode, covering the entire playing field of liquid restaking projects and what makes each one unique and special.
On the show we have representatives from Ion, Ether.fi, Puffer, Kelp, Swell and Renzo making this your one stop to go from zero to expert on the restaking landscape.
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💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS
00:00:00 Intro 00:02:45 Ion Protocol 00:17:06 Before You Listen 00:26:45 Ether.fi 00:37:46 Puffer 00:54:02 Kelp 01:10:26 Swell 01:21:40 Renzo
------ RESOURCES
Ion: https://ionprotocol.io/ Chunda: https://twitter.com/ChundaMcCain
Ether.fi: https://twitter.com/ether_fi Mike: https://twitter.com/MikeSilagadze
Puffer: https://twitter.com/puffer_finance
Kelp: https://twitter.com/KelpDAO Amit: https://twitter.com/GAmitej
Swell: https://twitter.com/swellnetworkio Daniel: https://twitter.com/daniel_swell_
Renzo: https://twitter.com/RenzoProtocol
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
On today’s episode we have Bitcoin wizard, David Seroy on the show! He’s an armchair researcher in the Bitcoin rollup ecosystem. He really likes Bitcoin, and he really likes projects that are building on Bitcoin.
We’ve got a lot of questions on Bitcoin today, especially those that revolve around Bitcoin L2s. Are they real? David’s got answers.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS
0:00 Intro 9:18 Bitcoin L2 Rollup Support? https://twitter.com/david_seroy/status/1749508724274946514 12:56 Bitcoin Renaissance? 19:07 ETH vs. Bitcoin Scalability 21:18 Why The Bitcoin Community 25:34 The Bitcoin Rollup Pitch 30:14 Explaining Bitcoin Rollups 38:39 BitVM 47:03 Are L2s on Bitcoin’s Blockchain? 56:13 Exciting Bitcoin Projects 59:32 Are There More Bitcoin Daves? 1:02:53 Closing & Disclaimers
------ RESOURCES
David Seroy (Bitcoin Dave) https://twitter.com/david_seroy
BitVM whitepaper https://bitvm.org/bitvm.pdf
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-endgame-vitalik-ethereum-roadmap
------ Welcome to Part 2 of Vitalik’s Endgame, where Vitalik’s nominees and Ethereum Foundation Researchers, Mike Neuder & Domothy walk us through the updated Ethereum Roadmap.
This roadmap is composed of 6 urges:
- The Merge: Proof of Stake - The Surge: Improve throughput and DA - The Scourge: MEV - The Verge: Running validator anywhere with Verkle Trees - The Purge: Eliminate technical debt - The Splurge Fix everything else
We dive into all this and more as we wonder what’s next for Ethereum.
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
——
TIMESTAMPS
00:00 Intro 5:39 Dom & Mike Background 7:56 Dencun Upgrade 11:13 The Ethereum Roadmap 19:56 The Roadmap Ecosystem 23:25 Ethereum Core Values 25:32 The Merge 27:37 Single Slot Finality 31:26 Max Effective Balance 35:40 The Importance of Finality 40:56 Proof of Stake Trade-offs 50:37 The Surge 53:51 Getting to Full Danksharding 58:01 DA Sampling 59:43 DA Self-Healing 1:01:41 The DA Market 1:07:25 Rollup Coordination 1:09:32 The Scourge 1:13:38 Inclusion Lists 1:17:11 Encrypted Mempool 1:22:02 Proposer-Builder Separation 1:32:40 The Verge 1:34:58 Why Run a Node? 1:41:50 Verkle Trees 1:51:31 Snarks 1:55:07 The Purge 2:03:04 The Splurge 2:09:57 What’s Next 2:15:07 The Endgame 2:21:02 What Could Go Wrong? 2:24:43 ETH: The Asset 2:28:56 Time Horizons 2:31:38 Closing Thoughts
RESOURCES
Mike Neuder https://twitter.com/mikeneuder
Domothy https://twitter.com/domothy
Endgame with Vitalik Buterin https://www.youtube.com/watch?v=b1m_PTVxD
Vitalik’s Endgame Article https://vitalik.eth.limo/general/2021/12/06/endgame.html
Blobspace 101 with Dom https://www.youtube.com/watch?v=dFjyUY3e53Q
MEV Burn with Dom & Justin Drake https://www.youtube.com/watch?v=nb7x7n8Ga3U
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
Today, we have a classic LayerZero style episode with nonother than Abdel Bakhta.
Abdel is the Head of Ecosystem at Starkware and is onboarding new species to the Least Aligned L2, Starknet.
We cover the origins of Starkware and how its culture has evolved, there’s also a ton of Starkware Project Alpha on this episode so stay tuned.
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
——
TIMESTAMPS
00:00 Intro 4:01 Abdel’s Background 11:12 Starkware Beginnings 14:59 Ethereum Alignment Meme 17:53 Starkware Culture Evolution 26:19 Getting to Decentralization 35:32 The Starknet Playbook 39:50 The Stark Dads 47:21 What’s Next 52:38 The Starknet Mafia 57:09 Abdel Focus Areas 1:01:00 Closing Thoughts------
RESOURCES
Abdel Bakhta https://twitter.com/dimahledba
Starkware https://starkware.co/
Starknet https://www.starknet.io/en
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
See our investment disclosures here: https://www.bankless.com/disclosures
David livestreams with Blockworks's Mike Ippolito in a freestyle conversation covering all things crypto.
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
3rd Week of February 2024
------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp
------ 🎧Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:45 Markets 4:10 Quiet Bull Market https://twitter.com/trustlessstate/status/1756699544195080551 7:55 ETFs sucking up 10x more BTC than miners can produce https://farside.co.uk/?p=997 11:20 All BTC spot ETF together now hold more than 1% of all BTC that will ever exist https://x.com/HODL15Capital/status/1757528626252136608 https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ 16:02 Anthony Pompliano shilling BTC on wall street again! https://x.com/APompliano/status/1757030179489157575 17:44 Gary G https://twitter.com/BanklessHQ/status/1757818869127737586 https://x.com/robustus/status/1757830024739135994 19:28 The last time BTC was at $50,000: https://twitter.com/MitchellHODL/status/1757093864173609023 21:40 Franklin Templeton spot ETH ETF https://twitter.com/JSeyff/status/1757142599016616334 22:40 Franklin and Templeton’s Sandy Kaul https://youtu.be/HuOH7ZBJ2P4?si=4lFtWcoaoHLrnQIW 23:10 L2 Growth https://l2beat.com/scaling/summary 23:58 LRT growth https://warpcast.com/sassal.eth/0x2cca1544 https://defillama.com/protocols/Liquid%20restaking/Ethereum 24:10 Vance FanCam https://x.com/pythianism/status/1757792341837168927 https://x.com/pythianism/status/1757417847301738676
30:18 Starknet Token $STRK https://twitter.com/Starknet/status/1757685565669925215 https://tokeninsight.com/en/coins/starknet/tokenomics https://provisions.starknet.io. 33:55 Positive: https://x.com/TimBeiko/status/1757788002863255899 https://x.com/DCbuild3r/status/1757757332853756073 https://x.com/TrustlessState/status/1757762433781752205 Bankless Nation: d0wnlore 36:00 Negative: https://x.com/LefterisJP/status/1757900583632032160 Bankless Nation: Dartanian.eth https://imgur.com/19poxsT Bankless Nation: Traunstein https://imgur.com/Z3XA9Wg 39:24 Backlash regarding tokens unlock for investors and team https://x.com/Loopifyyy/status/1757755030055112883 https://docs.starknet.io/documentation/architecture_and_concepts/Economics-of-Starknet/ 41:50 Starknet is listening: https://x.com/Dogetoshi/status/1757829203091681667 Check out our episode with Eli and Diego: Starknet Token Launch Is Here! ($STRK) https://youtu.be/-IYxwKFsTE4
47:30 ETH Since this week, anyone can deploy mainnet rollups on Conduit! https://twitter.com/conduitxyz/status/1757812032756224399 48:25 GoFundMe refused processing fundraising for Roman Storm’s legal defense! https://twitter.com/FreeAlexeyRoman/status/1757873646440186039 51:44 Donate: https://wewantjusticedao.org/donate
51:55 Regulation / TradFi / Misc 3 Observation about being a crypto native in the U.S. https://x.com/BanklessHQ/status/1757200445762830388 54:20 Here are 5 things you are asked when you file taxes in the US https://twitter.com/RyanSAdams/status/1757816696381809020 56:30 Did you know that the US can yoink funds directly from your bank account without court order? https://twitter.com/RyanSAdams/status/1757843329725690296 1:00:36 Sam Altman seeks $7T for a new AI chip project https://www.cnbc.com/2024/02/09/openai-ceo-sam-altman-reportedly-seeking-trillions-of-dollars-for-ai-chip-project.html https://x.com/sama/status/1755294743565930726 Nvidia also surpassed Amazon’s market cap ( $1.75T) this week https://www.reuters.com/technology/nvidia-market-cap-threatens-alphabet-after-overtaking-amazon-2024-02-13/ 1:01:58 Lyn Alden https://twitter.com/LynAldenContact/status/1757431098655621474 1:02:55 Lyft Woopsies https://vxtwitter. com/dee_bosa/status/1757526078166306915
1:04:14 Closing & Disclaimers
1:04:46 Moment of Zen New Coinbase Ad - How’s it feel to be a penny https://www.youtube.com/watch?v=MP7IhO5cJ14
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today on the show we're joined by Luca Netz, the new owner of Pudgy Penguins. Luca walks us through his story of how he got here, from a less than ideal childhood, to a full blown NFT empire. In addition to a massive new deal with Walmart, he also lays out the case for why he thinks the bright future for Pudgy Penguins has only just begun.
------ ❎ Visit dydx.exchange to learn about dYdX Chain https://dydx.zone/3SfJTP7 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS 00:00:00 Start 00:07:36 Intro To Luca 00:11:09 Building an NFT Brand 00:17:00 Deciding to Buy Pudgy Penguins 00:19:43 Earning the Money For The Purchase 00:23:35 What Did Luca Actually Buy? 00:26:03 The Masterplan 00:30:44 Post-Buy Learnings 00:38:57 First Steps Of Action 00:43:03 Licensing 00:45:46 Royalties 00:50:19 Walmart Deal 00:59:33 What's Different About Web3 01:03:54 Managing Expectations 01:09:43 Pudgy World 01:16:01 zk Sync 01:18:19 Lightning Round 01:22:59 Wen Flip Apes?
------ RESOURCES
Luca Netz: https://twitter.com/LucaNetz
Pudgy Penguins: https://pudgypenguins.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Stark token is here! After waiting for almost 6 years we're thrilled to share that one of the earliest and most promising layer 2's has just released official details on their token, STRK.
They are provisioning it to users of Starknet, to stakers in the Ethereum ecosystem, open source developers and so many more. A total of 1.3 Million wallets are eligible to receive the $STRK token, are you one of them?
Joining us today is Starkware founder and CEO Eli Ben-Sasson, and Starknet CEO Diego Oliva who are here to walk us through all you need to know about the big launch.
✅ Check Eligibility Here: https://provisions.starknet.io/
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
TIMESTAMPS
00:00 Intro 05:28 Timing Of The Launch 07:36 Denominate Fees in Stark Tokens 12:29 Starknet Readiness 16:53 Starkware/Starknet Company Design 21:24 Distribution of $STRK 26:01 Total Supply of Token 27:12 Provisions For Stakers 32:16 Provisions Via Staking Pool 33:10 StarkEx Users 36:44 Release Dates 40:26 What's Next? 43:43 Exciting Community Narratives 48:19 Closing Thoughts
------ RESOURCES
Eli: https://twitter.com/EliBenSasson
Diego: https://twitter.com/jdiegooliva
Starknet: https://twitter.com/Starknet ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today on the show, we’re talking about Oval, a new DeFi primitive that Hart Lambur from UMA is introducing to the world of DeFi’s biggest lending markets. Billions of dollars have been liquidated from protocols like Aave, Compound, and MakerDAO over the years, and these liquidations have been extremely inefficiently priced, due to reasons! Reasons that we will discuss here on the show today.
Hasu also joins us on this conversation today to discuss the way that MEV share from Flashbots is a part of this conversation, and he helps illuminate what this means for DeFi going forward as a whole.
------ ⛓️ Visit dydx.exchange to learn about dYdX Chain https://dydx.zone/3SfJTP7
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS 0:00 Intro 7:15 MEV & Oracle Foundations 11:19 Why Solving MEV is Important 21:16 High-Level Patterns 28:19 The Oval Mechanism 42:23 MEV Share Parameters 48:36 Decentralization of the MEV Share 54:30 Auction Length 56:08 Oval B/D Adoption 58:05 Uniswap v4 1:02:31 Oval Cut Upside 1:05:45 Future Questions to be Answered 1:08:42 Closing & Disclaimers
------ RESOURCES
What is SUAVE? FlashBots Phil Daian and Andrew Miller explain https://youtu.be/j3ZM2ZdUWXU
Oval https://uma.xyz/ https://twitter.com/UMAprotocol
Hart https://twitter.com/hal2001
Hasu https://twitter.com/hasufl
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-e-acc-beff-jezos
One guest, two identities. Beff Jezos (Guillaume Verdon) is a founding father of the e/acc movement, a physicist, a quantum researcher, and the founder of an AI startup called Extropic. Beff thinks AI doomers are not only wrong, but they’re taking humanity in the worst possible direction. Growth. Acceleration. Progress. These are the core pillars of the e/acc movement. Instead of slowing down on AI progress, Beff explains why we should be speeding up.
------ 🎧Listen On Your Favorite Podcast Player https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 7:15 Why Pseudonym 15:01 The e/acc Pil 31:54 Fume 36:25 Beff’s Beliefs 39:39 Defining e/acc 40:52 The Dangers of AI? 52:05 Why We’re Here & The e/acc Religion? 58:19 Thermodynamics & Life 1:06:16 Maximizing Human Happiness? 1:16:25 Forgetting Society’s Bottom Half 1:23:00 Cancer Also Grows? 1:29:01 AI Regulation 1:33:09 Social Media’s Mistake 1:36:30 AI Bill of Rights 1:38:26 Domesticating AI 1:41:00 Biggest Threats Against e/acc 1:43:43 AI Humans vs. Humans 1:46:09 e/acc vs. Decels…Violence? 1:49:09 Beff’s Thoughts on Crypto 1:54:36 Beff’s Company - Extropic 1:58:18 Closing & Disclaimers
------ RESOURCES
Beff Jezos https://twitter.com/BasedBeffJezos
Guillaume Verdon https://twitter.com/GillVerd
Extropic https://twitter.com/Extropic_AI
AI Safety Podcasts - The Decels Eliezer Yudkowsky https://youtu.be/gA1sNLL6yg4 Connor Leahy https://youtu.be/pMoVsM1EWR0 Paul Christiano https://youtu.be/GyFkWb903aU Nate Sores https://youtu.be/Ymjb3SkElco
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of February, 2024
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ ❎ DYDX | Learn more about dYdX Chain https://dydx.zone/3SfJTP7
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro
2:30 MARKETS 5:30 Layer 2s https://l2beat.com/scaling/summary 8:30 Genesis Selling Billions https://twitter.com/Matt_Hougan/status/1754516523304239326 10:20 Bitcoin Spot ETF https://defillama.com/crypto-etf https://twitter.com/JSeyff/status/1755336511791169574 13:00 Farcaster https://x.com/dwr/status/1754898218956329273?s=20 https://warpcast.com/jayg/0x6675c6e2
19:45 Solana Outage https://twitter.com/SolanaStatus/status/1754831404972552310?s=20 https://twitter.com/matthew_sigel/status/1754874183807307828 https://twitter.com/matthew_sigel/status/1754874192078549406 https://status.solana.com/uptime?page=5 https://twitter.com/dmihal/status/1754837377787609256?s=20
26:50 Eigenlayer Deposits https://twitter.com/eigenlayer/status/1754596238761332939 https://defillama.com/protocol/eigenlayer https://twitter.com/0xVEER/status/1755069748981674113?s=20
31:30 Restaking Wars https://twitter.com/0xmurathan/status/1753888543951262181?s=46 https://x.com/pythianism/status/1755321346077397124?s=20 https://www.youtube.com/watch?v=7N_pfNWGCmw https://warpcast.com/hildobby/0xb843396f https://twitter.com/hildobby_/status/1755297005188915414?s=20
34:25 Finance Delisting Monero https://www.binance.com/en/support/announcement/binance-will-delist-ant-multi-vai-xmr-on-2024-02-20-f73b083ba6834771b07dbe5319917ae5 https://x.com/TrustlessState/status/1754988413579616559?s=20
40:30 Dencun Mainnet Date https://x.com/parithosh_j/status/1755198250456408297?s=20 https://twitter.com/terencechain/status/1755598083558437295 https://x.com/dapplion/status/1752766529559789938?s=20 42:00 Nounsdao Animation https://warpcast.com/trent/0x6055926f 42:55 Taproot Wizards https://twitter.com/QuantumCatsXYZ/status/1754644923461038499?s=20 https://www.quantumcats.xyz/ 45:00 Synthetix Chain https://mirror.xyz/kain.eth/kuLEnkUhJBPdJCs9gSIQ2_umGprJq3ZZCExmtc69zn8 48:30 Fraxtal Launch https://x.com/fraxfinance/status/1755386501926433087?s=20 https://x.com/fraxfinance/status/1755386523875181023?s=20 https://twitter.com/jon_charb/status/1751319646601371902?s=20 51:22 ENS GoDaddy https://twitter.com/GoDaddy/status/1754558153008538108 https://x.com/ensdomains/status/1754508567321981219?s=20 53:30 Spot ETF Staking https://x.com/EricBalchunas/status/1755268354355368379?s=20 https://x.com/SGJohnsson/status/1755273120317854066?s=20 55:35 Prometheum ETH Security https://fortune.com/crypto/2024/02/07/sec-prometheum-ethereum-broker-dealer-gary-gensler-coinbase/?taid=65c39d0ef9bf2c00019d4d42 https://twitter.com/MikeSeligEsq/status/1755296298918367445 https://tenor.com/view/mine-animal-pet-dog-cat-gif-5612364 58:40 Omega https://twitter.com/omega_infra/status/1754913327321358353?s=46 1:00:00 MEME of the Week https://twitter.com/boldleonidas/status/1754076355036397910?s=46
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In this episode of Bankless Takes, Ryan and David discuss the incredibly valuable investing wisdom from Chris Burniske, restaking summer…what’s the impact to ETH, and Vitalik’s end of my childhood post.
------ 🏹 dYdX | STAKING https://bankless.cc/dYdX-staking-podcast
------ 🎧Listen On Your Favorite Podcast Player https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS & RESOURCES
0:00 Intro 1:19 Wisdom 5:20 Burniske Investing Wisdom https://x.com/cburniske/status/1754315356770902293
18:20 Restaking 22:50 Restaking Impact on ETH? https://cryptoquant.com/asset/eth/chart/eth2/total-value-staked https://ultrasound.money https://app.eigenlayer.xyz/ https://dune.com/hashed_official/lrt
41:30 End of My Childhood (Vitalik) https://vitalik.eth.limo/general/2024/01/31/end.html
51:17 Closing & Disclaimers
------ See our investment disclosures here: https://www.bankless.com/disclosures
Farcaster is a twitter-like crypto social media app that just launched what could prove to be a killer new feature. They’re called frames.
We’re calling it now and we’re calling it early - we think Farcaster frames could be a breakout use-case for crypto this year and a way to onboard the masses in the months to come and we're here with founder, Dan Romero, to explain why. ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
00:00:00 Start 00:07:48 Intro To Dan and Farcaster 00:12:00 What's Different About Farcaster 00:17:12 Investing in Farcaster vs X 00:22:19 Introduction To Frames 00:29:40 Frames Escape Velocity 00:38:22 Building a New Internet 00:47:52 Frames Distribution 00:54:52 Sufficiently Decentralized 01:05:11 Censorship 01:10:07 Farcaster Costs 01:15:29 Farcaster Economics 01:21:54 Rapid Fire Q&A
------ RESOURCES
Farcaster: https://www.farcaster.xyz
Dan Farcaster: https://warpcast.com/dwr.eth
Dan X Profile: https://twitter.com/dwr
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-franklin-templeton
Franklin Templeton Has Entered the Chat. More broadly TradFi has entered the chat. Franklin Templeton is a TradFi company with $1.5 trillion in assets. We brought on their SVP Sandy Kaul, who is a turbo crypto bull.
What’s Franklin Templeton? It’s an investment management company (think mutual funds, ETFs) that manages over $1.5 Trillion in assets. This is what we in crypto affectionately refer to as TradFi and they recently came out with a BTC ETF and have big plans for future tokenization. They also seem to be incredibly bullish on crypto and this new intersection between crypto and TradFi. This is exactly what we wanted to explore with Sandy today.
------ 🏹 dYdX | STAKING https://bankless.cc/dYdX-staking-podcast
------ Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 7:18 Explaining Crypto to TradFi 13:45 Why TradFi Waited 21:58 Explaining Tokens & Franklin Templeton’s Future Use 31:55 The Chameleon Asset 39:30 What’s Preventing Franklin Templeton? 46:27 Advice For Founders 48:37 Regulation Vibe Check 54:30 Countering Crypto Critiques 1:00:00 BTC & ETH ETF 1:12:16 Under or Over-Rated 1:15:00 Sandy’s Crypto Story 1:17:30 Franklin Templeton’s Twitter 1:19:20 Closing & Disclosures
------ RESOURCES
Franklin Templeton’s Twitter https://twitter.com/FTI_US
Sandy Kaul https://www.linkedin.com/in/sandy-kaul-8571877/
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-fragmentation
------ The Ethereum Ecosystem is going through Fragmentation, can we make it more Composable?
We brought on Ethereum researcher Justin Drake to explore this question in detail.
We cover deep topics like Universal Synchronous Composability, Shared Sequencing and Based Rollups. Justin explores the solution for which might be Ethereum’s Hardest Challenge and its roadmap.
------ Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS
00:00 Intro 6:55 Ethereum’s Fragmentation Problem 10:00 The Solution 17:14 Composability Spectrum 23:57 Universal Synchronous Composability 30:32 Composability Features 36:25 Why Composability Matters 43:07 The Roadmap 46:52 What is Shared Sequencing? 1:03:38 A Shared Sequencing Paradigm 1:19:55 Shared Sequencing Solutions 1:30:25 Rollup Design 1:40:15 Based Rollup Roadmap 1:47:02 What’s Next 1:50:51 Timeline 1:53:10 Accessory Technologies 1:58:18 The Role of Blockspace 2:05:28 Outro
------ RESOURCES
Justin Drake https://twitter.com/drakefjustin
Justin Drake Episodes https://www.youtube.com/watch?v=X-4Jn8p2Oeo https://www.youtube.com/watch?v=azjpYTB7PVE https://www.youtube.com/watch?v=ycK3AUTdl1w
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
What are the biggest questions that people have about Eigenlayer?
David sourced these questions from Crypto-Twitter, and will be asking Sreeram LIVE!
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS 00:00:00 Start 00:00:29 Intro 00:03:27 Sriram and Nima 00:04:41 Why Should We Care? 00:06:09 Unique Use Cases 00:14:25 AVS Rewards Payouts 00:19:07 AVS Incentives 00:24:32 AVS Awareness 00:29:24 Slashing a Delegated Validator 00:31:26 Calculating Risk 00:33:18 Ecosystem Take Rate 00:36:10 Unstaking 00:38:02 Solo Staking Premium 00:42:19 Addressing Risks 00:54:40 Healthy Slashing 01:03:36 Native Token 01:08:19 When Token?
------ RESOURCES
Eigenlayer: https://www.eigenlayer.xyz/
Sreeram: https://twitter.com/sreeramkannan?lang=en
Nima: https://twitter.com/nima_vaziri
Risks: https://docs.eigenlayer.xyz/risk/risk-faq ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
$JUP has landed, at a shattering $7b valuation.
How did it get to $7B? Where did it come from? What does the future have in store for Jupiter?
How will the decentralization of Jupiter begin?
All these questions, and more, with the founder of Jupiter.
------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS 00:00:00 Episode Overview 00:04:29 Intro To Meow 00:10:10 Liquidity On Jupiter 00:15:10 Leveraging Solana 00:19:29 Inspiration For Jupiter 00:25:31 Eligible Airdrop Addresses 00:32:16 What Are People Trading? 00:39:29 Jupiter Launchpad 00:44:11 $JUP Token Launch 00:51:40 Bigger Than Uniswap? 00:56:45 50:30 Launchpad Dynamics 01:06:20 Solana Uptime 01:09:28 Future Roadmap 01:14:38 Hiring 01:17:26 Meow Origin Story
------ RESOURCES Meow on X: https://twitter.com/weremeow
Jupiter: https://jup.ag ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 1st Week of February, 2024
------ 🏹 dYdX | STAKING https://bankless.cc/dYdX-staking-podcast
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC
------ TIMESTAMPS
0:00 Intro 1:30 dYdX https://blockworks.co/news/dydx-chain-liquid-staking 3:00 stTIA https://x.com/stride_zone/status/1753057572708315569
3:50 MARKETS 5:30 Interest Rates https://www.reuters.com/markets/us/feds-faith-immaculate-disinflation-narrative-put-test-2024-01-31/
7:20 4 Year Cycles https://x.com/MikeIppolito_/status/1751260864949186776 https://x.com/mrink0/status/1751262550249861500 https://www.ft.com/content/4d3790e0-cf12-47f9-a129-b44f4ed70e67
16:30 Jupiter Airdrop https://x.com/weremeow/status/1752355081499132228?s=20 https://www.coingecko.com/en/coins/jupiter https://www.reddit.com/r/solana/comments/18r31pb/meow_here_i_am_the_founder_of_jupiter_ama/ https://twitter.com/weremeow/status/1735544950417436806
20:30 Farcaster Frames https://metaversal.banklesshq.com/p/farcaster-frames https://twitter.com/dwr/status/1752183814737322379?s=20 https://blog.spindl.xyz/p/why-farcaster-frames-are-important https://twitter.com/dwr/status/1751636894989897990 https://x.com/dwr/status/1752333651734675918?s=20 https://x.com/dwr/status/1752709131977490702?s=20 https://twitter.com/dwr/status/1751675485984055440?s=46
28:15 New Onchain Users https://drive.google.com/file/d/1auz3m9oiDeYnFxFN-tLveyQFanC_BJLo/view https://flipsidecrypto.xyz/flipcomm/crypto-users-crypto-users-yv2zCa
33:30 FTX Repaying Funds https://www.coindesk.com/policy/2024/01/31/ftx-expects-to-fully-repay-customers-but-wont-restart-defunct-crypto-exchange/ 37:15 Blobs Testnet https://twitter.com/parithosh_j/status/1752468658868126030 38:05 Protocol Guild Pledge https://twitter.com/TimBeiko/status/1752458526407139680 https://x.com/ether_fi/status/1752376059394408458?s=20 https://x.com/ether_fi/status/1752754098984878536?s=20 41:20 Friend.tech Points https://twitter.com/friendtech/status/1751038251056738459?s=20 42:45 Puffer Finance Points https://x.com/puffer_finance/status/1751954283052810298?s=20 43:50 ETH Spot ETF https://twitter.com/RyanSAdams/status/1752075849044549966?s=20 https://www.theblock.co/post/275174/sec-ethereum-etf-approval-may-standard-chartered-bank 47:20 Ripple Chairman Hacked https://twitter.com/chrislarsensf/status/1752702297971532258?s=20 https://cdn.arstechnica.net/wp-content/uploads/2024/01/USA-v-Powell-Order-on-Motion-for-Miscellaneous-Relief-1-25-2024.pdf https://docs.fcc.gov/public/attachments/DOC-398483A1.pdf 49:50 Bankless 2024 Badge https://x.com/BanklessHQ/status/1752715915706175541?s=20
50:30 Meme of the Week https://twitter.com/sherlock_hodles/status/1752731162676441378?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What's the point of points?? Why are all the projects developing a points program? How did we find ourselves here? Will they actually turn into tokens? What will the regulators say about it?
All of these questions and more are answered on todays episode of Bankless Takes, hopefully you'll get the point. ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ TIMESTAMPS 00:00 Intro 02:38 What Are Points? 06:16 Airline Points 09:53 Friendtech Points 14:50 Blur Points 16:14 Benefits of points 22:04 Lawyers and Regulation 28:13 Will The points Hold Value? 36:23 The Path Forward
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/read-write-own-debrief
------ Chris Dixon of a16z returns to the podcast today to discuss the new book he authored to explain his mental model for understand crypto:
Read. Write. Own.
Chris is one of the most articulate people we know at explaining crypto - particularly from the lens of crypto as an evolution of the internet.
------ Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
Resources:
Chris Dixon https://x.com/cdixon?s=20
Read Write Own https://www.amazon.com/Read-Write-Own-Building-Internet/dp/0593731387
Mental Models for Web3 https://youtu.be/jezH_7qEk50?si=4pk8NRWF69HMRFuR
a16z Episode https://youtu.be/RXHITeaGB8Q?si=NoiqjNiHzmZxFIae
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup
Final Week of January, 2024
----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ TIMESTAMPS & RESOURCES 00:00 Start
03:45 Markets https://x.com/lookonchain/status/1749801176621846958?s=20 https://twitter.com/deitaone/status/1749453448913805514? https://twitter.com/matt_hougan/status/1749834562547614000?s=46 https://x.com/pythianism/status/1750546708000608684?s=20 https://x.com/CoinDesk/status/1748717790737953239?s=20
11:06 Silk Road Selling
11:55 L2 Update https://l2beat.com/scaling/summary
14:32 Stock ATHs https://www.tradingview.com/chart/6pvEnBKK/?symbol=BLACKBULL%3ASPX500
21:24 Restaking Summer https://x.com/eigenlayer/status/1750208139365114087?s=20 https://app.eigenlayer.xyz/
26:33 How To Restake https://x.com/litocoen/status/1750019968639639918?s=20 https://dune.com/swell-network/swell-network https://x.com/pendle_fi/status/1745067042867433718?s=20
30:51 Why is Restaking Important?
32:54 Altlayer Airdrop https://x.com/alt_layer/status/1750397156039499969?s=20
33:47 ETH Client Bug https://x.com/NethermindEth/status/1749508268676764118?s=20 https://twitter.com/0xcygaar/status/1749486074483654859 https://twitter.com/Labrys_io/status/1749746305738703217 https://x.com/brian_armstrong/status/1749552489509392696?s=20 https://twitter.com/matthewbarby/status/1749826741302866165 https://twitter.com/LidoFinance/status/1749860092885819577?s=20 https://app.hex.tech/8dedcd99-17f4-49d8-944e-4857a355b90a/app/3f7d6967-3ef6-4e69-8f7b-d02d903f045b/latest?tab=client-diversity https://clientdiversity.org/#distribution
40:25 Tornado Cash Trials https://twitter.com/rstormsf/status/1749490246000238942?s=20 https://x.com/ameensol/status/1749493173444075535?s=20 https://wewantjusticedao.org/donate
45:16 ETH ETF Delayed https://x.com/WatcherGuru/status/1750246931656237518?s=20
46:54 L2 Updates https://x.com/arbitrum/status/1748073865132052689?s=20 https://x.com/0xPolygonLabs/status/1750245942261891364?s=20
50:41 AEVO is Migrating https://twitter.com/aevoxyz/status/1750013642278633510
Meme of the Week: https://twitter.com/JimmyRagosa/status/1749456437250535575?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s episode, David is joined by Co-Founder and CEO of Tensor, Ilja Moisejevs and CTO of Tensor, Richard Wu.
The three cover: How the different properties and foundation of Solana impact the product decisions that Richard and Ilja have made at Tensor? What are the first things that someone would notice that's different about Tensor, versus the NFT marketplaces on Ethereum? How did the $JITO airdrop impact the Tensor ecosystem? What about the Tensorians, the native PFP NFT of Tensor…who rocks a tensorian, and why?
And of course, we had to ask Richard and Ilja whether or not Tensor will be joining in on the Solana airdrop fun…you won’t believe the answer.
----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS
0:00 Intro 3:55 Tensor Co-Founder Intros 7:15 Idea For Tensor 9:30 Learning Solana 12:32 How Solana Guided Tensor 16:49 Tensor NFT Marketplace 21:06 North Star of Tensor 29:00 Network Effects 33:40 Next Tensor Features 35:05 $JITO Airdrop 38:15 Tensorians 46:20 Solana 2024 49:38 Tensor Airdrop? 50:12 Resources, Closing & Disclaimers
------ RESOURCES
Ilja Moisejevs https://twitter.com/_ilmoi
Richard Wu https://twitter.com/0xrwu
Tensor https://twitter.com/tensor_hq
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-research-hub
------ Science is a consensus technology. So is crypto. How can we use crypto to fix science?
We have Brian Armstrong on today to talk about this. Yes, the Brian Amstrong from Coinbase. He’s joined by his co-founder for Research Hub and scientist Patrick Joyce.
In this episode, we explore the history of science, the pitfalls of TradFi, and how we can use crypto technology to build better incentive mechanisms for a more enlightened future.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
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🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
——
Timestamps
0:00 Intro 4:00 We’re Talking About Science 12:00 Consensus Technology 23:00 The Mission of Science 28:00 Metascience 33:00 The Problem with Science Today 43:00 Bad Incentive Structures 47:30 How Crypto Can Help 50:00 Research Hub 48:30 Peer to Peer Science 1:04:00 DeSci vs TradSci 1:11:000 The SciFi Future 1:16:00 Life at Research Hub
RESOURCES
Get Involved https://www.researchhub.com/post/979/researchhub-raises-5m-to-help-scientists-monetize-their-research
Zuzalu DeSci Episode https://www.youtube.com/watch?v=pjmWpZK95dM
Research Hub on Twitter https://twitter.com/ResearchHub
Bankless Weekly Rollup
3rd Week of January, 2024
🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
TIMESTAMPS:
00:00 Start
03:40 Markets https://twitter.com/growthepie_eth/status/1746883438689341938
07:07 Celsius Cancer Over? https://x.com/0xBoboShanti/status/1747697507361071198?s=20 https://x.com/0xBoboShanti/status/1747697530362560741?s=20
10:34 2023 Developer Report https://www.developerreport.com/developer-report
14:21 First week of the BTC ETF! How’d it do?? https://x.com/EricBalchunas/status/1747591085189128329?s=20 https://x.com/EricBalchunas/status/1747958701162397745?s=20 https://x.com/EricBalchunas/status/1747981648686108887?s=20 https://x.com/EricBalchunas/status/1747635270722183608?s=20 https://twitter.com/EricBalchunas/status/1747385703971860617 https://twitter.com/jseyff/status/1746611833098616880?s=46
21:09 Franklin Templeton To The Moon https://twitter.com/FTI_US/status/1747703202664112232
23:03 Vanguards Refusal https://www.theblock.co/post/272049/vanguard-wont-offer-spot-bitcoin-etfs-says-high-volatility-is-bad-for-generating-long-term-returns https://twitter.com/ChainLinkGod/status/1745522402430259354 https://twitter.com/RyanSAdams/status/1745830835750654108?s=20
25:59 Jaime Dimon's Take https://youtu.be/eneB3s9bCdI?si=QkCYvCBgVTfOhSPL&t=144 https://www.cnbc.com/2024/01/17/jamie-dimon-says-hes-done-talking-about-bitcoin-i-dont-care.html
28:11 Larry Fink Takes https://x.com/Cryptik1E/status/1745776244745289934?s=20 https://twitter.com/AP_Abacus/status/1745806545890234869 https://twitter.com/econoar/status/1746209199758180753?s=20
35:41 Davids Take https://x.com/TrustlessState/status/1747024019021300092?s=20
40:13 Blobs Live On Goerli https://x.com/parithosh_j/status/1747564353467936817?s=20
42:27 Whats Next After Dencun? https://x.com/JimmyRagosa/status/1747628330604523568?s=20 https://www.reddit.com/r/ethereum/comments/191kke6/comment/kh7ekx3/?utm_source=share&utm_medium=web2x&context=3
46:30 Socket Exploit $3.3M Stolen https://x.com/SocketDotTech/status/1747349422730813525?s=20 https://x.com/RevokeCash/status/1747352408022245790?s=20
49:25 SEC Grilled During Coinbase Hearing https://www.theblock.co/post/273221/judge-grills-the-sec-with-pointed-questions-as-coinbase-hearing-begins https://x.com/BanklessHQ/status/1747728558896676926?s=20 https://twitter.com/jchervinsky/status/1747702461656174984?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
53:10 Trumps Take on CBDCs https://twitter.com/watcherguru/status/1747845161638302087?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
54:02 Solana's New Saga Phone! https://twitter.com/solanamobile/status/1747302707273089133?s=20
55:15 Meme Of The Week https://twitter.com/FTI_US/status/1747713266107724191?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Are L2 tokens worthless governance coins? Will they accrue value? Are L2 tokens bullish? Ryan and David dive into the details in this week’s episode of Bankless Takes.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS & RESOURCES
0:00 Intro 3:03 L2s Numbers https://www.growthepie.xyz/fundamentals/daily-active-addresses https://l2beat.com/scaling/summary https://defillama.com/chains 16:55 Tokens Worthless? https://x.com/RyanSAdams/status/1745919415604883725 32:30 P/E Ratios 36:05 Token Valuations 38:40 Alt-L1 Bull Case 44:40 Summarizing 47:00 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
We're thrilled to be joined today by Paradigm CTO, Georgios Konstantopoulos and founder of Conduit, Andrew Huang who are on the show today to deliver a masterclass on the state of Ethereum Layer 2s, how they're going, and where they're headed.
There's nobody better to take us through this technical and very educational episode on the state of L2s.
🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
TIMESTAMPS
00:00:00 Intro 00:05:59 L2 Vibes, How Are We Doing? 00:08:43 L2 Obstacles 00:11:47 Building Conduit 00:14:19 Strengths of L2 00:17:30 Few Rollups or Many Rollups? 00:21:29 Market Demands 00:24:47 The Evolution Of Superchains 00:30:47 Shared Sequencing 00:34:02 Universal Composability 00:35:57 Evolution and Benefits 00:38:35 Unionized vs Independant L2s 00:45:42 Benefits Of Staying in The Ecosystem 00:50:05 The Modular Conversation 00:52:02 Cheaper DA 00:56:13 RAAS Business Model 01:01:26 Scaling Out The Business Model 01:04:23 L2 Security 01:11:27 Modification 01:16:15 Dealing with Growth 01:17:56 What Comes Next 01:20:01 RETH
------ RESOURCES
Andrew Huang https://twitter.com/KAndrewHuang
Georgios Konstantopoulos https://twitter.com/gakonst
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of 2024
----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro 2:00 Markets https://twitter.com/DefiIgnas/status/1745192464246292556
20:00 Bitcoin ETF https://twitter.com/cryptorn__/status/1745188694653276474 https://x.com/RyanSAdams/status/1745210723490267520?s=20 25:00 SEC Hacked https://x.com/BTC_Archive/status/1744843666307400170?s=20 https://twitter.com/safety/status/1744924042681897343 https://x.com/SenLummis/status/1744860826392047845?s=20 https://twitter.com/SecurityGuyPhil/status/1744923073315582052 28:00 The Vote https://twitter.com/jacqmelinek/status/1745214804468301953?s=20 https://www.sec.gov/news/statement/crenshaw-statement-spot-bitcoin-011023 https://www.sec.gov/news/statement/gensler-statement-spot-bitcoin-011023 https://www.sec.gov/news/statement/peirce-statement-spot-bitcoin-011023 37:00 Fee Wars https://x.com/JSeyff/status/1745067027381780709?s=20 https://www.cfbenchmarks.com/ https://twitter.com/jacqmelinek/status/1744775831719641089?s=20 38:00 ETH Spot ETF 42:00 Financial Advisors https://twitter.com/NateGeraci/status/1742968462715031674
45:00 Circle IPO https://x.com/News_Of_Alpha/status/1745430416729727428?s=20 46:45 EigenLayer Cosmos https://twitter.com/eigenlayer/status/1744763767580442749 https://twitter.com/DefiIgnas/status/1744796757119340869?s=20 50:30 Modular Lyra https://twitter.com/lyrafinance/status/1743353520831807836 https://twitter.com/0xmjs/status/1743469305482957034?s=20 56:00 Layer 2 Fragmentation https://old.reddit.com/r/ethereum/comments/191kke6/ama_we_are_ef_research_pt_11_10_january_2024/kh78s3m/ 1:02:00 X Phases out NFTs https://techcrunch.com/2024/01/10/x-removes-support-for-nft-profile-pictures/? https://x.com/jespow/status/1745136343796113429?s=20 https://x.com/LensProtocol/status/1745102490771612136?s=20
1:05:30 The Daily Gwei https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The Bitcoin ETF was just approved. What happens next? How does this change everything? Which ETF can crypto expect next? When? Answers to these questions and so much more!
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS
0:00 Intro 4:00 ETF Day 6:05 SEC Twitter Hack? 8:40 Commissioner Statements & Votes 12:30 BTC ETF Volume 19:50 Size of BTC ETF 22:00 Flip Gold? 22:25 Spot ETH ETF? 24:20 Closing & Disclaimers
------ RESOURCES
Eric Balchunas https://twitter.com/EricBalchunas
BTC ETF Approved https://x.com/BanklessHQ/status/1744830610370421029
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-robert-breedlove
----- Robert Breedlove is a freedom maximalist and Bitcoin philosopher. Robert is known amongst Bitcoiners to produce content that draws from ancient wisdom, and brings it forward into the modern times, with Bitcoin as the context.
In order to tell the story of the bull case for bitcoin we have to tell the story of money.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS
0:00 Intro 7:02 What is Money? 30:44 The Brokeness of Money 56:44 Bitcoin End State 1:07:17 Bitcoin’s Importance 1:16:49 Explaining Bitcoin to Noobs 1:25:00 Bull Case For Bitcoin 1:39:12 The Gold Path 1:47:35 Propagating Freedom 1:52:45 Closing & Disclaimers
------ RESOURCES
Robert Breedlove https://twitter.com/Breedlove22
Robert’s Podcast https://www.youtube.com/@RobertBreedlove22/videos
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup First Week of 2024
----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro 8:00 MARKETS https://www.coingecko.com/en/coins/bitcoin/ars 10:25 Bitcoin https://cointelegraph.com/news/bitcoin-birthday-15-years-satoshi-nakamoto-genesis-block-mine https://twitter.com/lopp/status/1738547873967435907?s=46 13:00 ETH 15:10 MatrixPort Liquidations https://twitter.com/WatcherGuru/status/1742541738940510645 https://www.theblock.co/post/270125/sec-will-reject-all-bitcoin-spot-etfs-in-january-says-matrixport-analyst https://x.com/TrustlessState/status/1742597650791162271?s=20 19:20 SEI , ARB , OP https://www.coingecko.com/en/coins/sei https://defillama.com/chains 21:50 Narrative Investing https://dune.com/cryptokoryo/narratives
27:00 Bitcoin ETFs https://twitter.com/JSeyff/status/1742216237017342041 https://twitter.com/EricBalchunas/status/1742580887022125209?s=20 https://twitter.com/EricBalchunas/status/1742543503375106139?s=20 https://x.com/MetaLawMan/status/1742532353535180988?s=20
31:00 Insane IRS Crypto Rules https://twitter.com/jerrybrito/status/1742246479593382207 https://x.com/RyanSAdams/status/1742257989195636978?s=20 https://x.com/NeerajKA/status/1742362328937746793?s=20 https://twitter.com/CryptoTaxGuyETH/status/1742366293649465782?s=20 https://x.com/jerrybrito/status/1742662203784744971?s=20
39:00 Ethereum Duncan https://x.com/christine_dkim/status/1737889041981575320?s=20 https://www.eip4844.com/ 42:30 Devcon 7 https://devcon.org/en/ 43:00 Avalanche Culture https://x.com/avax/status/1740538202346381605?s=20 45:00 Michael Saylor https://warpcast.com/rsa/0xd1b6a261 https://x.com/BitDeez/status/1742313181697945878?s=20 https://x.com/ecoinometrics/status/1740034802508796186?s=20 46:50 LUNA is a Security https://www.coindesk.com/policy/2023/12/28/terraform-labs-luna-and-mir-tokens-are-securities-judge-rules/ https://twitter.com/metalawman/status/1740785789234028840 49:50 No More SBF Trials https://www.reuters.com/legal/sam-bankman-fried-will-not-face-second-trial-us-prosecutors-say-2023-12-29/ https://www.theblock.co/post/268450/ftx-bankruptcy-could-go-on-for-years-legal-expert-says 51:35 Barry Dilbert Steps Down https://www.coindesk.com/business/2023/12/26/barry-silbert-resigns-as-grayscale-chairman-to-be-replaced-by-mark-shifke/ https://www.sec.gov/ix?doc=/Archives/edgar/data/0001588489/000095017023072820/gbtc-20231226.htm 52:40 Dymension Airdrop https://x.com/dymension/status/1742185621299265738?s=20 https://x.com/dymension/status/1742185624696680823?s=20 55:00 Manta https://twitter.com/MantaNetwork/status/1678807287761195008?s=20 https://twitter.com/MantaNetwork/status/1735268753984864349
57:00 MEME of the Week https://x.com/BanklessHQ/status/1742662299087929472?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome to Bankless Takes! This week, the first week of 2024… we have 6 Predictions for the major investment themes ahead for this year.
What are going to be the trends that define 2024? What do you need to know to stay ahead of the game? At least, for what we can see today.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
TIMESTAMPS
00:00 Intro 04:45 Restaking and Liquid Restaking Tokens 12:34 What is Liquid Restaking? 20:26 Solana 28:18 Parallelized EVM's 37:16 Games 43:56 Data Availability 50:07 Airdrops
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-eth-2024
----- 2023 wasn’t great for Ethereum… from a price perspective. But it was fantastic from a building perspective.
Where does Ethereum go from here? What does 2024 have in store for ETH the asset and Ethereum the network?
Anthony Sassano, Mike Ippolito, and Jordi Alexander join to give a high level overview of the Ethereum ecosystem. The problems, the solutions, and the future.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS
0:00 Intro 6:13 Ethereum in 2023 17:40 ETH as Money 24:30 The Internet Bond 30:00 From Execution to Settlement 37:40 Inside vs Outside Crypto 43:20 Restaking and Data Availability 1:10:00 Layer 2s and Modularity 1:23:00 Fragmentation 1:33:15 Decentralization 1:46:50 Wrapping Up 1:51:00 ETH Price Predictions
------ RESOURCES
Anthony Sassano https://x.com/sassal0x?s=20
Mike Ippolito https://x.com/MikeIppolito_?s=20
Jordi Alexander https://x.com/gametheorizing?s=20
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Bankless Weekly Rollup Last Week of 2023
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
—— 💳 AMBIRE | V2 Browser Extension is now Live! https://bankless.cc/ambire-v2 ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
———
0:00 Intro 6:00 Markets 1 Year Ago 8:00 Base https://help.coinbase.com/en/coinbase/other-topics/other/base 10:00 SVB https://en.wikipedia.org/wiki/Collapse_of_Silicon_Valley_Bank 12:30 Balaji’s Bitcoin Bet 13:40 Scammers Arrested 15:00 Arbitrum Airdrop 17:00 Bitcoin Ordinals 22:40 Friend.tech 26:20 Pudgy Penguins IP 30:00 SEC Losing in Court 35:20 SEC Suing Exchanges 36:30 Michael Saylor Buying Bitcoin 39:35 CZ Steps Down 43:25 Solana Boom 47:00 Celestia and Jito Airdrop Season 49:45 Where We Are Now 52:30 Looking to 2024
—— Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Coin Bureau’s Guy Turner interviewed Ryan and David on November 15, 2023. We’re re-releasing this episode on our channels thanks to Coin Bureau. We hope you enjoy this meta-conversation of Ryan, David, and the Bankless brand. Happy Holidays!
------- TIMESTAMPS
0:00 Intro 1:55 Crypto YouTube vs. Podcast 7:10 Creating Crypto Content 16:55 SBF vs. Erik Voorhees 32:50 Crypto Industry Mistakes 41:05 Ethereum & Crypto Cycles 55:43 Crypto, Social Media, Madness 1:03:00 Podcast Guests 1:09:00 Final Thoughts
------ RESOURCES
Full Coin Bureau Interview https://youtu.be/HVpQroG434E?si=Yl0IR-LUd8dRQZ3l
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Ethereum validators are earning yield for nearly a million wallets but what happens if you can restake that ETH for even more yields? Eigen Layer is one of the most ambitious projects in crypto and crossed a billion dollars in deposits while recording this episode.
Joining us today is special technical co-host Mike Neuder to discuss all things Eigen Layer with Sreeram and Teddy from the team.
🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- BANKLESS SPONSOR TOOLS:
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.com/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.com/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.com/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs
Timestamps
00:00:00 Intro 00:00:26 Episode Overview 00:09:20 Current State of Eigen Layer 00:12:01 Cap Limits and Accepted Tokens 00:19:42 Economic Security 00:25:51 Eigen Incentive Structures 00:34:12 What Is Eigen DA? 00:40:29 Benefits From Eigen DA 00:45:28 Why Eigen DA? 00:55:31 Throughput and Slashing 01:05:58 Finality Layer 01:10:51 ABS Aggregation 01:16:53 The Veto Committee 01:21:04 Neutrality 01:24:40 Networks in 2024 01:28:27 When Mainnet
Resources
Mike https://twitter.com/mikeneuder
Sreeram https://twitter.com/sreeramkannan
Teddy https://twitter.com/TedBreyer
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to reflect on Solana in 2023 and its future in the New Year and beyond.
🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.com/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.com/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.com/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs
TIMESTAMPS
0:00 Intro 5:49 FTX’s Effect on Solana 8:03 Solana Lindy? 9:55 Local Fee Markets 17:51 Solana’s Governance 24:58 Important Solana Questions 28:44 Firedancer vs. Jump 37:36 Latency Games 40:20 Are More Users Scary? 43:50 Hyper-Optimism 48:52 What Scares Anatoly 54:59 $BONK & Solana Phone 1:07:58 Breakout Consumer Apps 1:12:37 Solana Economics 1:18:30 ETH vs. SOL 1:34:50 Solana Alignment 1:36:49 Solana Misrepresentation 1:37:53 Closing & Disclaimers
------ RESOURCES
Anatoly https://twitter.com/aeyakovenko
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Cathie wood and Ophelia Snyder join us today, their two companies are at the top of the list for ETF approvals slated for early next year.
Is trad-fi excited? Are we underestimating the scale of this? Will Ethereum ever get an ETF? All these answered and more.
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-cathie-wood
🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.com/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.com/Arbitrum 🔗CELO | CEL2 COMING SOON https://bankless.com/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs
TIMESTAMPS
00:00 Start 07:13 Joint Product Partnership 15:21 ETP vs ETF 20:25 Existing Products 33:13 How Much Interest Is There? 39:01 Portfolio Allocation and Risk 42:55 What Makes an ETF So Special 48:28 The Value Of Custody 53:27 How Many ETFs Can Get Approved? 58:07 Ethereum ETF in 2024 01:02:17 Did We Get A Fed Pivot? 01:04:10 Outlook For 2024
------ RESOURCES
Cathie Wood https://twitter.com/CathieDWood
Ophelia Snyder https://twitter.com/OpheliaBSnyder
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Bankless Weekly Rollup
3rd Week of December, 2023
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
——
💳 AMBIRE | V2 Browser Extension is now Live!
https://bankless.cc/ambire-v2
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
———
0:00 Intro
3:10 David in Argentina
https://x.com/TrustlessState/status/1737955700415037856
4:40 Markets
https://www.coingecko.com/en/global-charts
https://l2beat.com/scaling/summary
https://www.coingecko.com/
11:45 Bitwise ETF Commercial
https://twitter.com/BitwiseInvest/status/1736755061127020794
13:50 Phishing Scams
https://www.chainalysis.com/blog/approval-phishing-cryptocurrency-scams-2023/
17:30 Solana Flippens
https://twitter.com/DegenerateNews/status/1735842380257869974
https://x.com/SolanaFloor/status/1737414501610479893
21:00 Celsius vs Ethereum
https://twitter.com/JedBreed/status/1737311679795400788
27:00 Inscriptions Invasions
https://twitter.com/0xCygaar/status/1736581628259107314
https://x.com/0xCygaar/status/1736581694826992071
https://twitter.com/Dogetoshi/status/1736813432983130186
https://dune.com/hildobby/inscriptions
https://twitter.com/BFreshHB/status/1735837409336520935
https://twitter.com/hkalodner/status/1735768514433032432
https://mempool.space/
33:20 Gary Gensler and the SEC
https://twitter.com/GaryGensler/status/1735686262625902968
https://www.sec.gov/news/statement/gensler-coinbase-petition-121523
35:30 Coinbase Super PAC
https://twitter.com/iampaulgrewal/status/1735716481541996640
https://twitter.com/coinbase/status/1736714975152869845
https://www.standwithcrypto.org/
37:20 Elizabeth Warren Strikes Back
https://theblockchainassociation.org/wp-content/uploads/2023/12/Sen.-Warren-Letter-to-CEO-Kristin-Smith.pdf
https://twitter.com/jerrybrito/status/1737119021483557347
https://twitter.com/CampbellJAustin/status/1737132781015114003
44:00 EigenLayer 1 Billion TVL
https://twitter.com/eigenlayer/status/1737516837506851207
https://restaking.nethermind.io/
https://x.com/sreeramkannan/status/1737550720092840385
https://x.com/TrustlessState/status/1736903040605794511
45:50 zkSync Hyperchain
https://twitter.com/zksync/status/1735297361251897405
46:20 Celestia on Arbitrum Orbit
https://twitter.com/CelestiaOrg/status/1737156267645546650
https://x.com/jackmelnick_/status/1737540854477173065
47:45 Solana Phone
https://x.com/solanamobile/status/1735835498025832651
https://www.ebay.com/sch/i.html?_nkw=solana+saga&LH_Complete=1&LH_Sold=1
https://x.com/MKBHD/status/1737501717808185544
50:50 3AC Assets Frozen
https://www.theblock.co/post/268758/bvi-court-freezes-three-arrows-capital-founders-1-billion-in-assets
51:35 Solana Hacker Guilty
https://www.justice.gov/usao-sdny/pr/former-security-engineer-international-technology-company-pleads-guilty-hacking-two
https://blockworks.co/news/nirvana-hacker-pleads-guilty
52:40 MEME of the Week
https://twitter.com/iiintimus/status/1735630582904721425
——
Not financial or tax advice. See our investment disclosures here:
https://bankless.com/disclosures
This is an exploration of Jito, the Solana validator client, the staked Solana token JITOSOL, and MEV optimization engine.
The recent Jito airdrop show the whole industry as millions of dollars in value flooded into the Solana ecosystem.
Joining us today is Lucas Bruder from the Jito team to walk us through the basics and nuances of this multifaceted project.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS
0:00 Intro 6:00 Jito Airdrop 8:45 What is Jito 12:00 Staking and Decentralization 17:20 MEV Optimization 25:20 Fees and Failed Transactions 33:20 JITOSOL 37:00 Solana Economics 42:00 Staking vs JITOSOL 45:40 Ethereum vs Solana 53:30 Jito Governance 59:15 Stakenet 1:05:40 Solana Governance 1:09:40 Choosing Solana 1:13:30 A Successful Network
------ RESOURCES
Lucas Bruder https://x.com/buffalu__?s=20
Jito Labs https://www.jito.wtf/
Explorer https://explorer.jito.wtf/
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Joining us today is Ryan Selkis, who is here to walk us through his crypto thesis for 2024.
We cover big investment themes, people to watch, the future of stablecoins, policy takes and so much more in this wide ranging episode.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs
------ TIMESTAMPS
00:00:00 Intro 00:05:11 Recapping 2023 00:07:50 Are We In A Bull Market? 00:12:09 Investment Trends 00:16:48 BTC ETF Winners 00:20:03 Ether 2024 Predictions 00:26:57 BTC Security Model 00:33:06 Investment Strategy 00:36:56 VC and Private Markets 00:42:28 IPO's and M&A's 00:45:04 People To Watch 00:50:56 Why Does Elizabeth Warren Hate Crypto? 00:57:54 Grayscale 01:04:55 Products to Use in 2024 01:07:00 USDC Flips USDT? 01:11:32 Coinbase and BASE 01:15:46 Crypto Money 01:21:17 Privacy 01:27:54 How Crypto Wins In The US 01:40:07 The Political Bull Case 01:44:42 What's Most Exciting
------ RESOURCES
Ryan Selkis https://twitter.com/twobitidiot
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-garry-kasparov
----- Chess Legend and Freedom Fighter Garry Kasparov on AI, Geopolitics, and Crypto.
One of the first people to experience machine intelligence in a profound way–greatest chess player in the world when he lost a match to IBM computer program Deep Blue in 1997—since then, humans have never been able to beat machines in a game of chess.
The theme of this episode is Freedom. Garry’s optimism shines through on this topic. With experience in Geopolitics, Artificial Intelligence, and Human Rights, Garry Kasparov might just be the perfect guest to guide us through some very challenging topics that will likely define the rest of this decade, and beyond.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- 🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS
0:00 Intro 9:00 Gary’s Background 20:45 Chess & AI 24:38 e/acc vs. d/acc 28:53 AI & Human History 37:40 Russia & Freedom 49:25 Can Democracy Win? 56:32 Defining Evil 59:31 Garry on Crypto 1:03:00 Leadership 1:08:50 Biggest Threat to Freedom? 1:17:53 Crypto & Human Rights 1:21:01 Garry’s Human Rights Fight 1:29:15 Garry’s Advice 1:33:05 Closing & Disclaimers
------ RESOURCES
Garry Kasparov https://twitter.com/Kasparov63
Human Rights Foundation https://hrf.org/
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of December 2023
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- 🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ TIMESTAMPS & Resources
0:00 Intro
3:55 Markets https://blockworks.co/news/satoshi-nakamoto-last-online https://ultrasound.money/ https://www.coingecko.com/en/global-charts https://l2beat.com/scaling/summary https://www.coingecko.com/
11:55 The Fed Pivots & Predictions https://www.nytimes.com/2023/12/13/business/economy/federal-reserve-interest-rates.html https://www.bloomberg.com/news/newsletters/2023-12-13/fed-s-powell-leans-into-rate-cuts-stok https://x.com/BloombergTV/status/1735029792511082982 https://imgur.com/UR6UhrA https://imgur.com/gJeKA0J https://twitter.com/twobitidiot/status/1733315999615574391 https://twitter.com/RasterlyRock/status/1734956139580936658
22:53 Airdrop Szn https://x.com/StarknetFndn/status/1733101666357100992 https://x.com/LayerZero_Labs/status/1732862812710449466 https://x.com/TrustlessState/status/1730623451323322383 https://www.coingecko.com/en/coins/celestia https://x.com/wronguser000/status/1734894958497181939 https://x.com/RyanSAdams/status/1733244396303163462
27:52 Ledger Scare https://x.com/bantg/status/1735279127752540465 https://x.com/hudsonjameson/status/1735283602340843757 https://twitter.com/Mudit__Gupta/status/1735301007188406681
32:00 Elizabeth Warren Bill https://x.com/BitcoinMagazine/status/1732844381143539725 https://twitter.com/NeerajKA/status/1734305528187109584
41:09 Pudgy World https://twitter.com/pudgypenguins/status/1733672528453705819 https://www.pudgyworld.com/ https://twitter.com/icebergy_/status/1733682163692769491
42:54 Coinbase’s Project Diamond https://www.coinbase.com/blog/coinbase-and-coinbase-asset-management-announce-project-diamond-a-smart https://blockworks.co/news/coinbase-responsible-defi-development
45:00 VanEck $HODL BTC ETF https://x.com/EricBalchunas/status/1733126301622435881
46:42 Cheap L2s https://twitter.com/EclipseFND/status/1734966671457329478 https://x.com/Immutable/status/173505808602364326
49:00 The IRS wants $24B from FTX… BEFORE the creditors https://www.theblock.co/post/267102/ftx-says-irs-demand-for-24-billion-in-unpaid-taxes-is-delaying-recovery-of-user-funds https://twitter.com/mdudas/status/1734323699187155171 https://x.com/GaryGensler/status/1733231711725527217
55:23 Meme of The Week https://imgur.com/GE7iZOL https://twitter.com/route2fi/status/1733250454560141455
57:29 Closing & Disclaimers https://bankless.com/disclosures
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
Kraken is one of the two most important exchanges in the US right now, it's also an essential bridge across many other jurisdictions. Recently Kraken has come under fire by the SEC for the second time this year.
In today’s episode we're joined by Kraken CEO, Dave Ripley. Dave walks us through what it's like to take the reigns of one of the largest US crypto exchanges and how he plans to navigate the constant battles they have to face from US regulators.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
00:00 Intro 04:27 Regulatory Action Around Kraken 09:27 Is This a PR Stunt By The SEC? 11:31 "Co-Mingling Funds" & Fighting The SEC 16:28 Hostility Towards Crypto 21:03 Leaving The US? 24:32 Getting To Know the New CEO 28:50 Finding Bitcoin In 2013 32:48 Kraken Values 38:40 Custody & Proof Of Reserves 42:18 Kraken Endgame
------ RESOURCES
Dave Ripley: https://twitter.com/DavidLRipley
Why Kraken: https://www.kraken.com/why-kraken
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
In today’s episode, Matthew goes over VanEck’s 15 hottest 2024 crypto predictions report. Matthew Sigel is the Head of Digital Assets Research at VanEck and has been since 2021.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 4:55 VanEck Predictions Origin 5:53 Recession & Spot BTC ETF 8:06 4th Bitcoin Halving 11:45 BTC All-Time High 14:15 Ethereum Flip Bitcoin? 18:38 Post-EIP-4844 L2 Capture 22:26 NFT Activity Rebound 24:33 Binance 28:05 Stablecoin Market Cap 32:16 DEX’s All-Time Highs 37:17 Bitcoin Yield? 40:49 Blockchain Gaming 43:20 Solana Outperforms ETH 47:15 DePin 53:05 Corporate Holding Upside 56:24 DeFi & KYC 1:03:31 Closing & Disclaimers
------ RESOURCES
Matthew Sigel https://twitter.com/matthew_sigel
VanEck Predictions Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-15-crypto-predictions-for-2024/#us-recession-arrival-and-debut-of-spot-bitcoin-etfs
VanEck Solana Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/
------ Not financial or tax advice. See our investment disclosures here: https://bankless.com/disclosures
✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-vitalik-philosophy
------ This past year there’s been a great societal wide debate: Tech-acceleration (e/acc) vs deacceleration.
Should we continue the path toward AI or are the robots going to kill us? We’ve been hoping Vitalik would weigh in on this debate ever since our episode Elizer Yudkowski —now he has, so what’s Vitalik’s probability of AI doom?
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
0:00 Intro 3:50 The Technology Conversation 15:30 The Accelerationist View 30:30 The AI Problem 38:30 8 Year Old Child 44:00 AI Doom 51:00 d/acc 1:08:30 Improving the World 1:16:45 e/acc 1:20:30 Crypto Tribes 1:27:00 Direction and Priorities 1:30:50 Closing Optimism
------ Resources:
Vitalik's Techno-Optimism: https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html
Tweet Thread: https://x.com/VitalikButerin/status/1729251808936362327?s=20
Techno-Optimist Manifesto: https://a16z.com/the-techno-optimist-manifesto/
------ More content is waiting for you on Bankless.com 🚀 https://bankless.cc/YouTubeInfo
Bankless Weekly Rollup 1st Week of December, 2023
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----- 🌐 AEVO's Options and Perps DEX https://bankless.cc/aevo
------ BANKLESS SPONSOR TOOLS:
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.com/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.com/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.com/GMX
🔗CELO | CEL2 COMING SOON https://bankless.com/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
TIMESTAMPS & Resources
0:00 Intro
04:00 Markets https://pro.kraken.com/app/trade/btc-usd https://www.bloomberg.com/news/articles/2023-12-04/bitcoin-btc-hype-machine-goes-into-overdrive-as-token-surges-past-42-000?embedded-checkout=true https://pro.kraken.com/app/trade/eth-usd
06:36 Spot ETF Dates https://twitter.com/JSeyff/status/1730606890319532389
09:28 Altcoins Exploding https://www.coingecko.com/en/coins/bonk https://www.coingecko.com/en/coins/beam-2 https://x.com/0xferg/status/1732546634536640694?s=20 https://x.com/BanklessHQ/status/1732542939736215638?s=20
12:55 Blockchain Fees https://cryptofees.info/ https://vxtwitter.com/WuBlockchain/status/1732213564696617018?s=20 https://mempool.space https://dune.com/dataalways/ordinals
14:52 NEAR https://x.com/NEARProtocol/status/1730585506314862949?s=20
16:49 Vibecession https://twitter.com/Dictionarycom/status/1730345974957023355 https://twitter.com/SimonWDC/status/1731720857578328492
22:50 Jito Airdrop https://www.coinbase.com/advanced-trade/spot/JTO-USD https://x.com/jito_sol/status/1732794280618668363?s=20 https://jito.network/airdrop https://x.com/Dogetoshi/status/1732775546071711939?s=20 https://x.com/usgoose/status/1732801746416619585?s=20 https://www.bankless.com/airdrop-hunter
27:49 Treasury Attacks Crypto https://x.com/CoinDesk/status/1731038228902228012?s=20 https://www.coindesk.com/policy/2023/11/29/stablecoins-such-as-tether-may-be-in-us-sights-top-us-treasury-official-warns/ https://twitter.com/neerajka/status/1730298060645736883?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/CampbellJAustin/status/1729693478232215923?s=20
33:05 Jamie Dimon and Liz Warren Bash Crypto https://twitter.com/BanklessHQ/status/1732473232735809916
39:08 Coinbase Wallet Upgrades https://twitter.com/CoinbaseWallet/status/1732091130169176510
40:15 SAFE Updates https://twitter.com/safe/status/1732037206343290981
40:32 Zora https://twitter.com/ourZORA/status/1729908093902033062
40:59 Matcha https://x.com/matchaxyz/status/1732070138281918806?s=20
41:58 Stakewise v3 https://twitter.com/stakewise_io/status/1729530659566149762
42:57 Mantle https://twitter.com/0xMantle/status/1731616189473046532
44:03 Eigen Layer https://www.blog.eigenlayer.xyz/eigenda-layer-n/ https://twitter.com/eigenlayer/status/1732477811628405032
48:27 Do Kwon Coming to The US https://twitter.com/DeItaone/status/1732789392417186111
50:50 Meme of The Week https://twitter.com/Smacaud1/status/1731739370376335459?s=20
Moment of Zen https://www.reddit.com/r/funny/comments/18ccm7o/why_sam_bankman_fried_got_caught/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Celestia’s token ($TIA) just dropped. Highlighted by its modular data availability network the crypto community has showed a lot of excitement around this launch.
Why? What is so valuable about Celestia? What is its vision for crypto? How, if successful, will Celestia change the crypto landscape?
Today, on Bankless We’re talking to two Celestia CoFounders Mustafa and Ismail to explore the thesis behind Celesia. So, strap yourselves in, put on your learning cap, because we’re going to learn about Celestia in today’s episode.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro 4:10 What is Celestia? 6:12 The Modular Thesis 9:00 Celestia & Ethereum Relationship 18:27 Economics of Celestia 21:21 Celestia’s SDK 26:31 Celestia’s Capital Power 28:15 $TIA 32:18 Blob Stream 34:30 Celestia Endgame 36:18 Current & Future Projects on Celestia 41:15 Celestia’s Vision 43:55 Closing & Disclaimers
------ RESOURCES
Mustafa https://twitter.com/musalbas
Ismail https://twitter.com/KreuzUQuer
Celestia https://celestia.org/learn/
Vitalik’s Endgame https://vitalik.eth.limo/general/2021/12/06/endgame.html
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
We’re exploring the frontier of crypto gaming!
The seeds of the crypto gaming thesis are looking to play out. Today we’re hosting Robbie Ferguson from Immutable and Marco van den Heuvel from Merit Circle.
Merit Circle is migrating from Avalanche to Immutable, bringing along their gaming ecosystem, DAO, and sizable treasury.
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap ------
TIMESTAMPS 0:00 Intro 4:00 Immutable 8:00 Merit Circle 14:30 Announcing the Partnership 22:40 A Beneficial Relationship 25:55 Merit Circle Treasury 28:13 New Games 34:40 The Terms of the Partnership 37:30 Vision for the Future 40:00 Avalanche
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The truth on how we feel about Solana.
Today we define the fundamentals, compare other networks, and ultimately share how we think SOL stacks up in the Layer 1 race. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
TIMESTAMPS 00:00 Intro 01:41 Addressing The Criticism 07:32 Defining The Fundamentals 14:05 Comparing Other Networks 19:11 Takes from Crypto Twitter 22:55 Our Thesis 26:19 Solana UX 30:37 Ethereum's Flaws 33:38 Discord Reactions
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Someone has to say it. ETH price at $2.2k is hilarious. Everyone is out here trading "what ifs" this cycle when Ethereum has fundamentals.
Let us tell you why $2.2k ETH doesn't make any sense. ------ 🌐 AEVO's Options and Perps DEX https://bankless.cc/aevo ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
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⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS 00:00 Start 01:33 Ethereum is Underpriced 16:01 Will SOL Flip ETH? 38:12 Hating "Decentralization" 51:18 Changing of The Seasons
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Are crypto games making a comeback? Vance Spencer and his Co-Founder Michael Anderson join us today to answer that question.
We did a bunch of episode on crypto gaming last hype cycle – retrospectively, it was too early. But now we have cheap blockspace, better wallets, and games that are fun to play.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-crypto-gaming-2
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
00:00:00 Intro 00:07:19 Intro To Crypto Gaming 00:14:00 How Has Crypto Gaming Evolved? 00:17:39 Casual Vs AAA Games 00:21:10 The Current Gaming Experience 00:26:00 What Benefits Come From Blockchain? 00:32:47 Best Argument Against Crypto Gaming? 00:45:29 How Far Can This Go? 00:50:47 IOS and Taxes 00:55:11 Dealing With Regulators 00:59:01 Choosing a Chain 01:04:50 Are Traditional Studios Coming? 01:07:27 What's An On Chain Game? 01:12:20 Blockspace 01:18:58 Can This Pump Our Assets? 01:21:44 Closings and Disclaimers
------ RESOURCES
Vance: https://twitter.com/pythianism
Michael: https://twitter.com/im_manderson ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup Last Week of Nov. 2023
----- 🌐 Near's Cost Effective Data Availability https://bankless.cc/near
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:50 Markets https://twitter.com/camillionaire_m/status/1729850195012456518 https://x.com/saylor/status/1730222828270612851 https://x.com/WClementeIII/status/1730250345291375043 https://twitter.com/jseyff/status/1728087271084028346 https://twitter.com/datarade/status/1729416261149340002
18:32 Jito Launching Governance Token JTO https://twitter.com/jito_sol/status/1729172532971065626 https://www.bankless.com/airdrop-hunter
21:00 Cosmos enters its “Blocksize Wars” era https://twitter.com/DefiIgnas/status/1729155760850981130 https://twitter.com/DefiIgnas/status/1729155760850981130/photo/3 https://twitter.com/lurkaroundfind/status/1728805585313767528
29:29 What does Paradigm think about Blast? https://dune.com/alec/blast-the-new-eth-l2 https://x.com/danrobinson/status/1728817674543862023
39:03 Ethereum blockchain Shenanigans https://twitter.com/nero_eth/status/1728680630773575956 https://arxiv.org/pdf/2305.09032.pdf
45:11 KyberSwap Dex aggregator hacked for $54.7M https://twitter.com/KyberNetwork/status/1728115858889929021 https://x.com/TheDEFIac/status/1730196414154608785?s=20
48:40 Move-based L2 arrives on the scene https://twitter.com/movementlabsxyz/status/1727385496953958571?s=20 Sei Network gets an upgrade https://twitter.com/jayendra_jog/status/1729865516175798536
50:47 NFTs https://twitter.com/coolcats/status/1729281454792929561
51:35 Regulation https://www.theblock.co/post/264702/the-sec-is-having-trouble-serving-hex-founder-richard-heart-with-its-lawsuit https://blockworks.co/news/binance-changpeng-zhao-us
53:39 Meme of The Week https://twitter.com/yugacohler/status/1728892556304625708
54:44 Closing & Disclosures
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosuresBankless
The first think you need to know about crypto is, "what is money?" The second is, "what is property?" and that is our topic for today. Joining us is notorious economist Hernando De Soto who is here to give us a masterclass on the world of property right and why we need to tokenize the world. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-hernando
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv
------ TIMESTAMPS
00:00:00 Intro 00:06:38 Welcome Hernando 00:08:34 History of Property Rights 00:12:31 Property Rights in The US 00:20:27 Value of Property Right Management Systems 00:27:34 The Role of Buerocracy 00:33:09 Advantage of Strong Property Rights 00:40:58 Other Countries Property Rights Systems 00:48:10 Comparing Property Rights Systems 01:00:20 Capitalism 01:07:32 Blockchains and Crypto 01:18:13 Summarizing Blockchain 01:23:54 Dealing With Politics 01:32:30 Closing Thoughts
------ RESOURCES
Hernando: https://twitter.com/HDeSotoPeru
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In case you weren’t aware, last week and over the weekend, Bankless became crypto’s main character. In today’s episode, we share our reflections on the backlash we received. What happened? Did we deserve it? And why are we here?
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv
------ TIMESTAMPS & RESOURCES
0:00 Intro 3:10 Bankless Backlash https://twitter.com/DeFi_Made_Here/status/1728159809827217412 4:14 bDAO Proposal to Arbitrum https://x.com/banklessDAO/status/1728380541949653060 5:42 Raiding Treasuries https://x.com/0xShual/status/1728078219625070926 7:25 Shit gets mean https://x.com/Ketherche/status/1728416271409295692 8:40 bDAO “were not BanklessHQ” clarifying thread https://twitter.com/banklessDAO/status/1728380541949653060 https://x.com/RyanSAdams/status/1728203036999164017 22:00 F Bankless Season 23:13 Is Bankless net bad for Ethereum? https://x.com/RyanSAdams/status/1728507517997658567 25:00 Watching the press cover you: https://www.coindesk.com/consensus-magazine/2023/11/27/breaking-down-the-bankless-backlash/ 27:40 David’s Long Tweet https://x.com/TrustlessState/status/1728849871682048136 30:30 Next Steps 32:35 In Conclusion? https://x.com/intocryptoast/status/1728544232087130273 32:52 Why are we all here? https://twitter.com/defi_mochi/status/1728703547121062273 https://x.com/Fiskantes/status/1729428463017132487 https://x.com/TrustlessState/status/1729303906201543128 41:24 Closing & Disclaimers
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
What is THORChain? Join David as we explore the liquidity protocol that allows swapping between BTC, ETH, and more without intermediaries.
Chad Barraford is a core developer at THORChain, and Erik Voorhees is a Bankless staple who has found a deep resonance with THORChain's mission.
Is THORChain helping build the Bankless future? Come find out.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv
------ TIMESTAMPS
0:00 Intro 3:30 What is Thorchain 7:10 Erik and Shapeshift 10:20 How it Works 13:40 Is this a Bridge? 17:00 Staking and Security 20:00 Rune 28:45 Bitcoin and Ethereum 32:20 Latency 36:00 The Bull Case for Thorchain 38:40 Specialization 40:40 The Roadmap and Community 44:00 Get Involved
------ RESOURCES
Erik Voorhees: https://x.com/ErikVoorhees?s=20
Chad Barraford https://x.com/CBarraford?s=20
THORChain Website https://thorchain.org/
THORChain Twitter https://twitter.com/thorchain
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Phil Daian is a crypto-economic researcher! Phil is the lead author behind the landmark paper, “Flash Boys 2.0,” which introduced and defined the MEV problem in the Ethereum landscape, over 4 years ago. He is the cofounder of FlashBots, which is a research and dev organization with the mission of mitigating the negative externalities of MEV.
Andrew Miller is an Associate Professor at the University of Illinois, SGX Bull, and visiting researcher at Flashbots, and big believer in cypherpunk values through crypto-economic mechanisms.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-suave
Have you ever heard of Flashbots? Flashbots is the silent protector of Ethereum, a shield against the forces of centralization that silently sneak into our cryptosystems and turn them into TradFi. It’s one of the unsung heroes of crypto.
The guests we have on today are from Flashbots, Phil Daian, and Andrew Miller. They believe the biggest centralization threats in crypto still lie ahead. And they’ve got a new platform that’s being built to defend against them. It’s called “Suave”, and we’ve been hearing a lot about it recently - “Solving MEV” - “Decentralizing block building” - but going into this episode, we weren’t sure exactly what it was. We found out during this episode.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv
------ TIMESTAMPS
0:00 Intro 8:20 History of Flashbots & MEV 15:35 MEV Boost 19:25 Andrew’s Journey 23:20 What’s at Stake? 25:00 Solving MEV 33:44 What’s Suave? 41:13 Intents 45:25 Suavechain? 54:53 Decentralized Block Building 1:02:27 Privacy of Suave 1:08:02 Suave’s Importance & Goal 1:12:40 L2s 1:15:18 Alt-L1s 1:18:00 MEV Naiveness 1:21:31 Benefits of Suave 1:30:36 Suave Roadmap 1:32:23 Why the World Needs Suave 1:38:25 Closing & Disclaimers ------ RESOURCES
How to get Started Building on Suave https://collective.flashbots.net/t/suave-wiki/2018
Learn about MEV Crypto’s Existential Threat https://www.youtube.com/watch?v=rOVz7dOrGyY Flashbots Saves Crypto https://www.youtube.com/watch?v=xex9WVmVfbg
Learn about Blockchain Supply Chains Ethereum’s Hidden Power Structures https://www.youtube.com/watch?v=rQxuPBy8tJg
Learn about Moloch Slaying Moloch https://www.youtube.com/watch?v=903tHM4RA9k Why we can’t have nice things? https://www.youtube.com/watch?v=YeQ2_ep0Cg4
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 4th Week of November, 2023
------ 🎙️ Tap into the Bankless Premium RSS Feed https://bankless.cc/premiumfeed
----- 🌐 Near's Cost Effective Data Availability https://bankless.cc/near
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv ------ TIMESTAMPS
0:00 Intro
00:03:39 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://www.coingecko.com/en/global-charts
00:04:39 CZ and Binance https://www.wsj.com/finance/currencies/binance-ceo-changpeng-zhao-step-down-plead-guilty-01f72a40 https://x.com/jacqmelinek/status/1727055732657246582?s=20
00:08:28 What is CZ Charged For? https://x.com/cz_binance/status/1727063503125766367?s=20 https://x.com/tier10k/status/1727112081361834432?s=20
00:12:44 Yellen's Threat https://x.com/BanklessHQ/status/1727074910370214051?s=20 https://x.com/jacqmelinek/status/1727068905083154619?s=20
00:17:22 Takes https://x.com/SenWarren/status/1727075454258180374?s=20 https://x.com/PapiChuloGrim/status/1727072835842265315?s=20 https://x.com/TrustlessState/status/1727012179780788372?s=20 https://x.com/nic__carter/status/1727090868908396745?s=20 https://x.com/RyanSAdams/status/1727035378371305712?s=20 https://x.com/RyanSAdams/status/1727022257250136447?s=20 https://www.coindesk.com/consensus-magazine/2023/11/21/binances-cz-and-the-end-of-the-borderless-crypto-company
00:31:23 SEC Attacking Kraken https://www.sec.gov/news/press-release/2023-237 https://blockworks.co/news/kraken-commingle-customer-funds https://x.com/nic__carter/status/1726742215601394147?s=20 https://x.com/jespow/status/1726862770635936101?s=20
00:38:39 What Does Kraken Do About This? https://x.com/krakenfx/status/1726753079201034466?s=20 https://x.com/jespow/status/1726794688433369290?s=20 https://twitter.com/RyanSAdams/status/1726735133435113869?t=SRaRCiQMqLAJgPnBBWwnTQ&s=19
00:44:37 Blast Launch https://x.com/Blast_L2/status/1726747087906464024?s=20 https://x.com/Blast_L2/status/1726747105056989438?s=20 https://x.com/Blast_L2/status/1726747111994351627?s=20 https://blast.io/en/about
00:51:18 Blast Takes https://x.com/matthuag/status/1726794007169392798?s=20 https://x.com/bkiepuszewski/status/1726885938482266589?s=20 https://twitter.com/_Enoch/status/1726789502100795705?s=20 https://x.com/josephdelong/status/1726807950696800717?s=20 https://x.com/buchmanster/status/1727012742031368503?s=20 https://twitter.com/adietrichs/status/1726973122400989520 https://x.com/dankrad/status/1726912734388765067?s=20
00:59:12 Argentina's New President https://www.reddit.com/gallery/17zpatk https://www.youtube.com/watch?v=pysVxVg9Y28 https://www.reuters.com/world/americas/argentina-readies-vote-likely-presidential-election-thriller-2023-11-19/ https://twitter.com/balajis/status/1726448609871458645?s=20 https://x.com/brian_armstrong/status/1727013818524660197?s=20
01:02:52 Coindesk Sold https://blockworks.co/news/bullish-acquires-coindesk-dcg https://twitter.com/JasonYanowitz/status/1726611872353591392 https://x.com/elitanjourno/status/1726753641363550440?s=20
01:07:28 Optimism News https://x.com/optimismFND/status/1727105321817219488?s=20 https://twitter.com/OPLabsPBC/status/1727007225552748712
01:09:33 Meme of The Week https://twitter.com/alancarroII/status/1727037504119837108
Moment of Zen https://x.com/BanklessHQ/status/1727348869401636953?s=20
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosuresBankless
Sam Altman Has been fired as CEO of OpenAI, joining Microsoft this morning and sending the internet into a spiral. Here's everything you need to know about what went down and what it all means for the world.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv
------ TIMESTAMPS
00:00 What Happened? https://x.com/OpenAI/status/1725611900262588813?s=20 https://openai.com/blog/openai-announces-leadership-transition https://x.com/sama/status/1725631621511184771?s=20 https://x.com/gdb/status/1725736242137182594?s=20
06:25 OpenAI Board Members https://twitter.com/ilyasut?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor https://twitter.com/adamdangelo?lang=en https://www.linkedin.com/pulse/tasha-mccauley-wikipedia-joseph-gordon-levitt-wife-ali-raza-3gsbf/?trk=article-ssr-frontend-pulse_more-articles_related-content-card https://cset.georgetown.edu/staff/helen-toner/
11:59 The New CEO https://x.com/eshear/status/1726526112019382275?s=20 https://x.com/adcock_brett/status/1726484049664057789?s=20 https://x.com/EffMktHype/status/1726558177028935770?s=20 https://x.com/Jason/status/1726492873775079807?s=20
16:32 Microsoft's Role https://x.com/satyanadella/status/1726509045803336122?s=20 https://x.com/sama/status/1726510261509779876?s=20 https://x.com/balajis/status/1726515841221681619?s=20
22:27 Employee Pushback https://x.com/miramurati/status/1726542556203483392?s=20 https://x.com/ilyasut/status/1726590052392956028?s=20
25:01 The Future of Silicon Valley
28:03 Decel vs e/acc https://x.com/hosseeb/status/1726492186953535764?s=20
31:11 Takeaways
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Is software eating the nation state? Technologies like crypto and AI are about to fundamentally restructure society from the bottom up. We brought economist and writer, Sam Hammond on to predict how society will be reorganized under this new paradigm and how those in power will respond.
Sam Hammond is an economist for the Foundation for American Innovation, a think tank advising policies in DC whose slogan reads, “Build Tech. Promote Freedom.” Freedom and Tech. We like those two things on Bankless - and we're also concerned with the project of how to protect them in a world where software starts to eat the nation state (and the nation state feels threatened).
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-sam-hammond
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX
💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv
------ TIMESTAMPS
0:00 Intro 6:48 Sam’s Take on Crypto 9:50 Nation State’s Hate on Crypto 14:53 Post-Printing Press 20:55 Crypto, AI, & The Internet 25:40 Tech Good, Bad, or Neutral? 32:03 Bracing For Impact & Tech Debt 38:15 Nation State Competition 46:39 Dangerous Tech 50:00 The Network State 1:04:55 AI Executive Order 1:12:28 China’s AI Approach 1:15:20 AI’s Double Edged Sword 1:33:45 AI & The Leviathan 1:48:23 What Technology Winning Means? 1:50:58 Closing & Disclaimers
------ RESOURCES
Sam’s Substack, “Second Best” https://www.secondbest.ca/ AI & The Leviathan https://www.secondbest.ca/p/ai-and-leviathan-part-iii
The Dynamist - Podcast https://podcasts.apple.com/us/podcast/the-dynamist/id1528920211 Eliezer Yudkowski Episode https://www.bankless.com/159-were-all-gonna-die-with-eliezer-yudkowsky
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 3rd Week of July, 2023
------ 🎙️ Tap into the Bankless Premium RSS Feed https://bankless.cc/premiumfeed
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://app.gmx.io/
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
------ TIMESTAMPS
0:00 Intro
3:00 Markets 4:30 MicroStrategy https://bitcointreasuries.net/ https://twitter.com/thepowerfulHRV/status/1724892561100443741 7:20 ETH https://imgur.com/P4U1F4r 9:50 Layer2 https://l2beat.com/scaling/summary 12:45 Solana https://twitter.com/0xjaypeg/status/1723085649928937960 16:00 Cathie Wood https://twitter.com/AltcoinDailyio/status/1724602432347689321 17:20 ETH Next https://twitter.com/RyanSAdams/status/1724813998770602176 18:20 Inflation and Liquidity https://www.cnbc.com/2023/11/14/cpi-inflation-report-october-2023.html https://twitter.com/wclementeiii/status/1723340365749493822
23:00 Blackrock Spot ETH ETF https://www.theblock.co/post/263299/blackrock-ethereum-etf-sec 24:00 XRP ETF Hoax https://vxtwitter.com/WhaleWire/status/1724170699944722614 https://x.com/EricBalchunas/status/1724528224892326128 26:00 ETF Speculation
28:25 WSJ vs Crypto https://www.wsj.com/world/middle-east/hamas-needed-a-new-way-to-get-money-from-iran-it-turned-to-crypto-739619aa https://x.com/BanklessHQ/status/1724897239611629636 https://twitter.com/GOPMajorityWhip/status/1724841543872266381
31:20 OKX Layer2 https://x.com/okx/status/1724472549197619561 https://www.coingecko.com/en/coins/okb https://coinmarketcap.com/rankings/exchanges/derivatives/ https://twitter.com/sandeepnailwal/status/1724517804852834411
36:00 Coinbase Verifications https://twitter.com/CoinbaseCloud/status/1722702330406060282 38:20 Nocturne https://twitter.com/nocturne_xyz/status/1724806199777042623
42:30 NEAR Protocol https://twitter.com/NEARProtocol/status/1722973131374010559 45:30 Lattice Redstone https://x.com/latticexyz/status/1724744074089943051 47:45 Poloniex Hack https://x.com/peckshield/status/1722991018272759816 https://x.com/justinsuntron/status/1723008641433784695 48:55 Ordinals Seed Round https://www.coindesk.com/business/2023/11/16/bitcoin-focused-ordinals-project-taproot-wizards-raises-75m-in-seed-round/
49:30 MEME of the Week https://twitter.com/cyounessi1/status/1722629171241955353
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s episode, we welcome a U.S. presidential candidate who just rolled out a pro-crypto policy. This is the first one we’ve seen. His name is Vivek Ramaswamy and he plans to protect these three core crypto freedoms: Plank 1 - Freedom to Code, Plank 2 - Freedom of Financial Self Reliance, and Plank 3 - Freedom from Regulatory Overreach.
Vivek Ramaswamy is a 38-year-old Republican presidential candidate. He’s an entrepreneur, he’s worked in finance, he talks a lot about freedom - most importantly, he’s brought us a new policy platform on crypto, that if elected - he will implement. That’s why we’re doing the show today.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo
👾GMX | V2 IS NOW LIVE https://app.gmx.io/
------ TIMESTAMPS
0:00 Intro 5:17 Crypto’s Importance to Vivek 8:42 Operation Chokepoint 2.0 13:17 Freedom to Code 22:35 Freedom from Regulatory Overreach 33:05 Vision of the Founding Fathers 35:11 Freedom of Financial Self-Reliance 42:17 WSJ’s Attack on Crypto 48:27 Holding Vivek Accountable 53:19 Closing & Disclaimers
----- RESOURCES
Vivek Ramaswamy https://www.vivek2024.com/ https://twitter.com/VivekGRamaswamy
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome back to Bankless Takes! Today we start with ETH, why is it lagging and where do we go next?
Then to the culture, asking are we ETH Maxi's?
And finally, how to navigate the bull market and why often times it's even more dangerous than the bear.
------ 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
1:26 Everything Is Pumping But ETH https://www.coingecko.com/en/crypto-gainers-losers?time=d30⊤=100 https://ycharts.com/companies/ETHE/discount_or_premium_to_nav https://vxtwitter.com/ramahluwalia/status/1724107285956305006?s=46 https://x.com/ramahluwalia/status/1724107285956305006?s=20 https://x.com/isolot/status/1724231479213850797?s=20
21:21 Are We The Maxi's Now? https://twitter.com/udiWertheimer/status/1723186142059569213 https://twitter.com/musalbas/status/1723975098783125574 https://x.com/RyanSAdams/status/1723075329126813853?s=20 https://x.com/RyanSAdams/status/1723325854560719274?s=20 https://twitter.com/RyanSAdams/status/1722471686149115923?s=20
35:18 The Bull Market is More Dangerous Than The Bear https://twitter.com/ryansadams/status/1723094739811959157?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/erikvoorhees/status/1723046023088533609?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
If Crypto Twitter can't provide a true reality of Solana, what is there left to do besides go to Breakpoint myself and get the vibes straight from the source?
Bankless Nation, here's everything I learned at Solana Breakpoint
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----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ RESOURCES
Full Article: https://www.bankless.com/everything-i-learned-at-solana-breakpoint
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome back to Bankless, Morgan Housel. Morgan has written "The Psychology of Money", and most recently "Same As Ever" which discuss the dynamics and psychology around money and markets.
In this episode Morgan drops lesson after lesson that you can apply to your own investing strategies and life broadly. It's a masterclass that is sure to have you reflecting on the decisions you make as we enter what may possibly be the next bull market.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-morgan-housel
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----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 6:49 History Always Repeats 11:44 Can We Break The Cycle? 16:49 THE BEAR MARKET 21:20 Psychology Of Investing 26:45 The Value Of Hard Things 29:26 Attaching Identity To Ideas 36:52 Markets Have Memory 42:23 The Key To Being Happy 47:27 Competing Against Yourself 55:32 Our Relationship With Money 58:51 The Power Of Incentives 1:04:48 Don't Try Too Hard 1:11:19 Investing Strategies 1:15:09 The Value of Imperfection 1:20:43 Optimism and Pessimism 1:24:41 Crypto's Barbell Thesis 1:27:53 Good Things Happen Slow, Bad Things Happen Fast 1:33:27 Final Bit Of Advice
------ RESOURCES
Book: https://www.morganhousel.com/
Morgan: https://twitter.com/morganhousel
Morgan Last on Bankless: https://youtu.be/9VflkmluTVQ
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of November
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
2:30 Markets 7:50 Layer 2s 8:40 Illuvium https://x.com/illuviumio/status/1722235730695799152 10:45 Chainlink https://x.com/ChainLinkGod/status/1722053266043724107 https://x.com/TrustlessState/status/1722309323894702359 https://x.com/sassal0x/status/1722409371395817670 12:00 Other Big Movers https://x.com/0xferg/status/1722495714411139335 https://twitter.com/abhishek095/status/1720193061232451722 https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN https://x.com/punk9059/status/1722577108843528313 14:30 Money Markets https://twitter.com/EricBalchunas/status/1721919275886166362 17:30 Bitcoin Halving https://twitter.com/CarpeNoctom/status/1721928615112196347
22:00 Blackrock Spot ETH ETF https://x.com/BanklessHQ/status/1722633044388147547 https://x.com/EricBalchunas/status/1722632267032613146 https://twitter.com/SummersThings/status/1722630271013675199 24:15 SEC Bitcoin ETF https://twitter.com/NateGeraci/status/1722368515292733896 https://twitter.com/JSeyff/status/1722321412218638632
26:00 Near L2 Validium https://twitter.com/sandeepnailwal/status/1722276746077331913
29:22 Kraken Layer 2 https://www.coindesk.com/tech/2023/11/07/kraken-said-to-seek-partner-to-help-build-it-a-layer-2-blockchain-network/
34:00 Elizabeth Warren vs Crypto https://www.forbes.com/sites/digital-assets/2023/11/08/how-misinformation-on-hamas-and-crypto-fooled-nearly-20-of-congress/?sh=5610dfab8270 https://x.com/brian_armstrong/status/1722312064100909212 37:20 Opensea Layoffs https://twitter.com/dfinzer/status/1720516605933756514 https://twitter.com/fintechfrank/status/1722030246206034134 https://x.com/openseapro/status/1720125516995346855 43:00 Jump Capital and Terra https://blockworks.co/news/sec-terraform-labs-ust-depeg https://twitter.com/FatManTerra/status/1722296209971241250 48:45 US Blocking China https://www.coindesk.com/policy/2023/11/08/us-bill-proposes-outlawing-government-use-of-china-made-blockchains-and-tethers-usdt/ 51:30 SEC Crypto Experts https://twitter.com/jeffjohnroberts/status/1721543698784419917 53:45 Bankless Takes https://youtu.be/yN7h88gImHc
55:30 MEME of the Week https://x.com/0xgaut/status/1722597724418101527
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In a brand new format, we discuss everything about Solana.
From David's experience at the Solana Breakpoint conference, Solana vs Ethereum, and a mildly heated exchange with Chris Burniske, we try to wrap our heads around the big question:
What does SOL look like in the upcoming Bull Market? How should we feel about it?
🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro
4:15 David at Solana Breakpoint https://x.com/TrustlessState/status/1719731518514323487 10:00 Ethereum vs Bitcoin 13:30 Social Media Distortion
15:30 Solana vs Ethereum https://x.com/cburniske/status/1720891618709176633 20:10 Layer 2s vs Solana https://x.com/RyanSAdams/status/1720437160409502084 24:30 Ryan Gets Ratio’d https://twitter.com/RyanSAdams/status/1721702916552065458 https://twitter.com/mattytay/status/1721886832743604225 27:45 Solana Value Capture https://x.com/RyanSAdams/status/1720492407567823345
29:00 Chris Burniske https://imgur.com/366zoAA https://imgur.com/MozScOa 32:00 Things Get Heated https://imgur.com/U38Fgkh 34:12 Blockchain Agnostic
36:00 The Answer with SOL https://x.com/TrustlessState/status/1721948544662422013 38:00 Chain Usage with Polynya https://polynya.mirror.xyz/BR8SGLdB97fYbyzQU2FP_RrHjLlClgibMJyosL0orl4
39:45 Bankless’ Final Take 42:55 Closing Remarks
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
David sits down in person at Solana Breakpoint 2023 with Solana’s Founder, Anatoly Yakovenko, and Austin Federa, Solana Foundation’s Head of Strategy.
The three chat about Breakpoint’s Evolution, Solana vs. Ethereum, and exciting new releases/products coming out of Solana.
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 6:00 Breakpoint 2023 6:53 What’s Breakpoint? 7:49 Breakpoint 1 12:20 Breakpoint 2 13:54 Evolution of Breakpoint 16:13 Aesthetic of Breakpoint 17:35 Who Attends Breakpoint 18:30 Solana’s Hardest Year 20:52 Solana Community Excitement 23:50 Consumer Solana Apps 24:48 Up Next For Anatoly 26:00 Anatoly Role Change 26:44 Solana vs. Ethereum Relationship 30:44 Solana Dev Mindset 31:44 Anatoly Cult 35:17 Firedancer 42:33 Solana 2.0 43:11 Runtime v2 44:18 Confidential Transactions 46:00 Up Next For Solana 48:48 Solana L2s & Slow-Lana 52:37 Solana Governance 56:05 Next For Austin 56:45 Breakpoint 2024 59:28 Closing & Disclaimers
----- RESOURCES
Anatoly Yakovenko https://twitter.com/aeyakovenko
Austin Federa https://twitter.com/Austin_Federa
Solana Youtube https://www.youtube.com/@SolanaFndn/videos
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
This is our first time ever covering a TradFi stock! However, Coinbase is a different beast…
Coinbase is a behemoth of a company, growing since May of 2012. CEO Brian Armstrong has been on Bankless a number of times.
Today, we’re bringing on two analysts–independent researcher Jay (0xJaypeg) and Delphi Digital analyst Michael Rinko.
Today’s episode will not be a history lesson on Coinbase, if you’re looking for that, we’ll highly recommend checking out Coinbase’s documentary: COIN: A FOUNDER'S STORY
Today’s episode is all about $COIN the asset. Down from its ATH of $342/share in Nov. 2021 to $85 today—and with a current market cap of $17.8B— are you bullish $COIN? Why or why not?
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-coin-bull-case
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ TIMESTAMPS
0:00 Intro 4:30 The Business of Coinbase 8:40 Diversifying the Business 14:30 Analyzing Equities 17:20 Coinbase USDC 23:30 Yields and Interest Revenue 31:45 The Staking Business 37:00 The Take Rate 43:45 Growth of Staked ETH 48:20 Coinbase International 56:45 Derivatives Revenue and Regulation 1:06:00 Coinbase Bank and Custody 1:17:00 BASE 1:31:00 Ranking Coinbase’s Opportunities 1:35:00 Coinbase Assets 1:38:20 The Company Itself 1:48:00 Predicting $COIN 1:54:50 The Bear Case
----- RESOURCES
Michael on Twitter https://x.com/mrink0
Jay on Twitter https://x.com/0xjaypeg
Delphi Digital Report https://members.delphidigital.io/reports/coinbase-from-sleeping-giant-to-industry-leader
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup First Week of November ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Breaking: SBF Found Guilty https://twitter.com/RyanSAdams/status/1720260173304893734?s=20
SBF and Eric Debate: https://www.youtube.com/watch?v=Ytaa_5liwMA
6:56 MARKETS https://pro.kraken.com/app/trade/btc-usd https://bitcoin.org/bitcoin.pdf https://www.tradingview.com/symbols/BTC.D/
9:59 Gary's HBD Wish To Bitcoin https://x.com/GaryGensler/status/1719393827620876406?s=20 https://twitter.com/DocumentingBTC/status/1719087893061181649
13:10 Celebrating Bitcoin https://twitter.com/RyanSAdams/status/1719362025397117271?s=20
16:38 Solana https://twitter.com/pythianism/status/1719731735049482598?s=46 https://www.coinglass.com/LiquidationData https://x.com/TrustlessState/status/1719775068828668389?s=20 https://x.com/TrustlessState/status/1719731518514323487?s=20
20:24 $COIN https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN
21:34 US GDP Growth https://www.cnbc.com/2023/10/26/us-gdp-grew-at-a-4point9percent-annual-pace-in-the-third-quarter-better-than-expected.html https://www.cnbc.com/2023/11/01/fed-meeting-november-2023-.html
23:08 Stablecoin Liquidity https://twitter.com/nic__carter/status/1717976711663333846?s=20 https://twitter.com/RaoulGMI/status/1718622637084008929
27:18 SBF Takes The Stand https://i.guim.co.uk/img/media/ecc3d1babd84f2082ff315222d7ef8397813ca41/0_227_3024_1815/master/3024.jpg?width=620&dpr=2&s=none https://x.com/jillrgunter/status/1719132933141995847?s=20
35:04 Nic Carter vs WSJ https://x.com/nic__carter/status/1717622001014067417?s=20 https://x.com/ArkhamIntel/status/1719363225827922004?s=20 https://x.com/mpier2000/status/1718653964017950802?s=20 https://x.com/SamLyman33/status/1719364757596057813?s=20 https://x.com/SamLyman33/status/1717587105709167097?s=20 https://x.com/nic__carter/status/1719137811541205042?s=20 https://x.com/nic__carter/status/1717997939140722758?s=20
43:29 Bankless Nation vs IRS! https://twitter.com/TheDailyShow/status/1719686561569108447 https://x.com/_jamico/status/1719167848936009866?s=20 https://twitter.com/DavidSacks/status/1719436981086900530
47:42 Celestia Airdrop https://twitter.com/CelestiaOrg/status/1719361585989492800?s=20 https://x.com/nickwh8te/status/1719644381265952841?s=20 https://coinmarketcap.com/currencies/celestia/
49:37 Safemoon https://www.justice.gov/usao-edny/pr/founders-and-executives-digital-asset-company-charged-multi-million-dollar
51:12 Coinbase Wallet Updates https://x.com/brian_armstrong/status/1717265147721666816?s=20
52:08 Kraken zkSync https://x.com/BanklessHQ/status/1719834663689265494?s=20
43:12 Elon Musk on NFTs https://twitter.com/nftnow/status/1719479171120791823?s=46 https://twitter.com/nftnow/status/1719479171120791823?s=46
56:10 Elon gives X 1 year to go Bankless https://www.theverge.com/2023/10/26/23934216/x-twitter-bank-elon-musk-2024
58:16 Paypal Receives Subpoena https://www.sec.gov/Archives/edgar/data/1633917/000163391723000156/pypl-20230930.htm
58:59 Dune AI https://x.com/DuneAnalytics/status/1720035727386292328?s=20
1:01:12 Bankless Ventures https://x.com/ModulusLabs/status/1719749763753730118?s=20 https://www.youtube.com/watch?v=tbyTymGWCak&list=PLmkdAgtxf3ajRnlG3qBgW0RHDET-kmpk7&index=9
1:05:26 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1168431522076966912 https://twitter.com/RyanSAdams/status/1719430444653990350 https://polynya.mirror.xyz/m-_0l9vcYPIMv6Hmk77q949ZCVDh8MNfaAwi5JeNrPc https://vitalik.eth.limo/general/2022/12/05/excited.html
1:12:37 Take of The Week https://imgur.com/aTCkirc
1:17:11 What Are We Bullish On https://x.com/QwQiao/status/1720014402043208053?s=20 https://x.com/RyanSAdams/status/1719728312702943376?s=20
1:21:11 Meme of The Week https://twitter.com/BanklessHQ/status/1720165186227839388/photo/1
1:23:18 Moment of Zen https://x.com/kylascan/status/1719843914843074938?s=20
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Alex Thorn is head of Research at Galaxy Digital, leading a team of researchers focused on unpacking the market developments in crypto, producing information for both internal and external audiences. Before Galaxy, Alex was Director of Blockchain Research at Fidelity, so he’s a veteran of straddling TradWorld and Crypto.
Today we talked to Alex about the bull vs. bear case for the BTC ETF.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:25 Spot BTC Interests 9:15 Breaking Down Alex's Thread 18:20 Spot BTC Pipeline & Next Steps 28:00 Inflows Into Bitcoin ETF 30:00 Predicting How Investors Will Invest 32:30 BTC Price Impact 42:20 Estimated BTC Price Prediction 46:15 Predicting Timeline 49:40 BTC ETF Marketing 52:00 The Bear Case for BTC ETF 1:02:30 Marijuana Analogy 1:04:30 ETH ETF Argument 1:09:50 Galaxy Brains 1:11:30 Closing & Disclaimers
------ RESOURCES
Alex https://twitter.com/intangiblecoins
Galaxy Brains Podcast https://www.galaxy.com/insights/podcasts/galaxy-brains/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Many of our listeners are familiar with Li Jin, an investor and co-founder of Variant Fund and is one of our favorite thinkers on crypto and the creator economy. Li is also joined by Eugene Wei. He’s a web2 product visionary. Listeners may be familiar with some of his incredible blog posts such as, “Status as a Service”, “Invisible Asymptotes”, “Why Information Grows” and more.
In today’s episode, these two gigabrains, one from web2 social, one from web3 crypto, talk about the future of status as a service, psychological ownership, and the future ties between social and crypto.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-li-jin-eugene-wei
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q4
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 8:00 Web2 Social History 18:55 Is Web2 Ending? 24:50 Network Effect Theory 27:45 3 Paths to Break Free 32:17 The Internet’s Good, Bad, & Ugly 41:48 The Algorithm’s Constraints 46:25 Web2 to Web3 Learning Lessons 54:40 Love vs. Fame 1:00:24 Web3’s Potential 1:07:00 Crypto's Social vs. Financial Problem 1:19:30 Ethereum’s Social Network 1:25:14 Increasing Psychological Ownership 1:31:25 Price vs. Psychological Ownership 1:35:00 Eugene’s Advice to Crypto Builders 1:42:00 Li’s Take on Crypto’s Potential Closing & Disclaimers
----- RESOURCES
Li Jin https://twitter.com/ljin18 https://li.substack.com/p/the-ownership-economy-2022 https://www.youtube.com/watch?v=N6AJlmB2h8k https://li.substack.com/p/building-psychological-attachment https://li.substack.com/p/love-vs-fame-a-framework-for-social
Eugene Wei https://twitter.com/eugenewei https://www.eugenewei.com/blog/2019/2/19/status-as-a-service https://www.eugenewei.com/blog/2018/5/21/invisible-asymptotes
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup (Halloween Special) Final Week of October ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ Timestamps & Resources 0:00 Intro
7:01 MARKETS https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd
11:20 Market Advice https://x.com/RyanSAdams/status/1717212229395784125?s=20
13:22 Arthur Hayes Take https://cryptohayes.substack.com/p/the-periphery
17:04 BTC Halving Countdown https://www.nicehash.com/countdown/btc-halving-2024-05-10-12-00
22:33 Bitcoin Spot ETF https://twitter.com/EricBalchunas/status/1716487573588070728
25:46 How Much Will This Pump Price https://twitter.com/EleanorTerrett/status/1716911938142105694 https://twitter.com/intangiblecoins/status/1716840402894881133 https://twitter.com/NateGeraci/status/1716266912630407210?s=20 https://twitter.com/WatcherGuru/status/1716473871430222292?s=20
30:50 ETH Spot ETF https://x.com/JSeyff/status/1714736564805214375?s=20 https://twitter.com/NateGeraci/status/1716538764061729123
34:08 WSJ Lies! https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b9134b7a https://twitter.com/samcallah/status/1715854073461604555 https://www.warren.senate.gov/imo/media/doc/2023.10.17%20Letter%20to%20Treasury%20and%20White%20House%20re%20Hamas%20crypto%20security.pdf https://twitter.com/chainalysis/status/1714748704702296457
42:47 SBF Will Take The Stand! https://www.theblock.co/post/259553/sam-bankman-fried-gets-chance-to-dispel-cartoon-villain-narrative-as-he-prepares-to-take-stand
48:14 Was DCG Bigger Than Enron? https://www.coindesk.com/policy/2023/10/19/gemini-genesis-and-dcg-sued-by-new-york-attorney-for-defrauding-investors/ https://x.com/ramahluwalia/status/1716218498341597430?s=20
55:32 Uniswap Chain https://twitter.com/KAndrewHuang/status/1716826991780155467
58:54 DYDX Chain https://x.com/dYdX/status/1716802093946921353?s=20
1:00:10 Andrew Tate on NFTs https://vxtwitter.com/larpvontrier/status/1717271943240442237?s=46&t=2SMKWt7-hlJuSdhYSlImeQ
1:02:56 Speaker of The House https://twitter.com/RyanSAdams/status/1716871873668264346 https://twitter.com/JakeSherman/status/1716913458741187065
1:04:33 Sound.Tech https://x.com/Mikey0x_/status/1717036416155459987?s=20 https://www.song.tech/
1:08:03 Raises and BVC Investments https://twitter.com/nocturne_xyz/status/1717150278749725127?s=20
1:13:13 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1166582948338860103 https://discord.com/channels/615592155481767941/1058053004705669211/1166757895111721051
1:19:38 Takes of The Week https://telablog.com/the-three-types-of-bitcoin-states/
1:22:27 What Are We Bullish On?
Meme of the Week https://twitter.com/tomhschmidt/status/1717228106035913148?s=46
1:27:19 Risks and Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Chainlink’s community is anything but weak. Today we brought on two of Chainlink’s most prominent community members, ChainLinkGod, a Chainlink Community Ambassador and FishyCatfish, a miner, investor, and all around crypto enthusiast. The two of them are here to give us the bull case for $LINK.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:00 What is Chainlink? 8:32 Ultimate Vision of Blockchains 10:19 Why We Need Chainlink 16:15 $LINK Genesis Story 25:41 Role of $LINK 30:12 Chainlink Validating & Value Prop 35:02 Bonds & Yield 39:30 Chainlink Service Fees 44:53 Fee Price Discovery 50:42 Decentralized Computing Marketplace 54:39 Chainlink’s Unique Value 1:02:05 Composabilty & Scope of Fees 1:08:00 $LINK the Capital Asset 1:11:00 Chainlink Yield Hooks 1:12:10 Collateral Equilibrium 1:13:07 Tokenization of RWAs 1:20:24 Numbers to Focus On 1:25:25 David’s Bull Case For Chainlink 1:26:27 Chainlink’s Next 3 Big Bets 1:31:38 Get Further $LINK-pilled 1:33:00 Closing & Disclaimers
------ RESOURCES
Sergey’s Bankless Episode https://youtu.be/AzQnY0CqHOw
ChainlinkLinkGod https://twitter.com/ChainLinkGod
Fishy Catfish https://twitter.com/CatfishFishy
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
On the show today is Ledger! Ledger is no stranger to market cycles and is here to answer the question... Are we back?
Join us as we walk through charts, discuss market catalysts and get a full break down on how ledger is navigating these market conditions. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ RESOURCES
Ledger https://twitter.com/ledgerstatus ------ CHAPTERS 0:00 Intro 5:30 Are We Back? 11:21 Charting Bitcoin 24:39 ETH/BTC Pair 29:22 Four Year Cycles 34:29 Chainlink 36:13 DeFi Winners vs Losers 39:38 Solana 40:29 Beating Bitcoin 46:04 Important Future Events 49:03 Plan for Black Swans 54:18 Advice For Investors 58:45 Frontrunning Narratives 1:05:11 Ledger's Trading Strategy ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
🚨LEAVE A COMMENT🚨 https://treasuryraid.lexpunk.army/
We need to stop the US from killing crypto. The new IRS proposals could effectively destroy DeFi and other crypto use cases.
The good news? We can change this. 5 minutes is all it takes to leave a comment and get the interpretation delayed.
In this episode, we bring on Miller Whitehouse-Levine of the DeFi Education Fund and tax lawyer Jason Schwartz to discuss the proposed rules and their catastrophic implications.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 6:30 Miller and Jason 8:15 The Broker Laws 15:30 Proposed Regulation 20:50 Endgame Oversight 26:00 They Hate Crypto 31:00 The Comment Process 36:40 New Crypto Tax Tools 42:00 So What Happens… 46:30 Pressuring the Departments 50:50 How We Can Win 56:20 What We Have to Do
——— RESOURCES
Miller Whitehouse-Levine https://x.com/millercwl?s=20
Jason Schwartz https://x.com/CryptoTaxGuyETH?s=20
Get Involved https://x.com/LeXpunK_Army/status/1713186443445629429?s=20 https://x.com/CryptoTaxGuyETH/status/1695603888957641154?s=20 https://x.com/fund_defi/status/1713929569030275285?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
When we think of people to walk us through the history of money and where it's all headed, it's hard to think of a guest more qualified than Lyn Alden.
This episode is a masterclass where we answer seemingly simple questions like "What is Money?" to the future of money and how Lyn thinks the next great transfer of wealth will play out. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-lyn-alden-and-the-history-of-money ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q4
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo ------ CHAPTERS 0:00 Intro 6:34 What is Money? 10:03 Double Coincidence of Wants 14:18 How Does Money Emerge? 19:46 Progression Of Money Over Time 28:00 Society vs Society 33:14 The Transition to Fiat 39:07 Settlement Time Of Gold 47:53 What Are Banks? 59:14 The Technology Arc 1:04:26 How Nation States Impact Money 1:13:33 Ledger's and Army's 1:16:36 Bretton Woods 1:31:01 Is The Fiat Era Ending? 1:38:13 The Crypto Future 1:44:05 Future Predictions ----- RESOURCES
Lyn Alden https://twitter.com/LynAldenContact
Broken Money https://www.lynalden.com/broken-money/ ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 3rd Week of October
----- 🧥 Take the Survey and Win the Bankless Jacket! https://bankless.cc/survey
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:20 Markets 5:15 Janet Yellen on War https://news.sky.com/story/we-can-certainly-afford-two-wars-us-treasury-secretary-says-12985335 7:50 A Trade War https://x.com/KobeissiLetter/status/1714280042547806316 9:10 Treasuries vs Bitcoin https://twitter.com/robustus/status/1714303541077020770 10:30 Vance on Young People https://x.com/pythianism/status/1714697205259325511 12:22 Commodity-Like Money https://x.com/MikeIppolito_/status/1714710556865597816 12:50 Vitalik Not Dumping https://warpcast.com/vitalik.eth/0xb8ccf84d 13:45 Crypto Dollars https://twitter.com/sebventures/status/1714226872471470452 https://twitter.com/MikeIppolito_/status/1714345259847561526
18:00 BTC ETF Flub https://pbs.twimg.com/media/F8kL82PX0AAC0dm?format=jpg&name=medium https://twitter.com/watcherguru/status/1713921987783885072 19:20 How it Happened https://cointelegraph.com/news/clarification-sharing-false-spot-bitcoin-etf-news 21:10 Surprisingly Bullish https://twitter.com/0xfoobar/status/1713931735086313788 22:40 Analyzing the Trade https://twitter.com/john_j_brown/status/1713927067337646410 23:30 Larry Fink https://twitter.com/pythianism/status/1714026700894359838 24:50 SEC Getting Involved https://x.com/JSeyff/status/1714987065664766303
25:50 Uniswap Fees https://twitter.com/haydenzadams/status/1713987105666265113 27:40 People are Upset https://x.com/econoar/status/1713998895079145858 https://twitter.com/NTmoney/status/1714023810586804732 30:50 Nuanced Takes https://x.com/jessewldn/status/1714023895164920267 https://imgur.com/srTluvB https://imgur.com/52GHn8p 32:25 Closing Thoughts https://x.com/hosseeb/status/1714092908415156365 https://twitter.com/RyanSAdams/status/1714009148147241042 https://twitter.com/trustlessstate/status/1714123412904267857 38:25 Uniswap Stats https://dune.com/hagaetc/dex-metrics https://twitter.com/1kbeetlejuice/status/1714096389024579796 https://app.blockworksresearch.com/analytics https://twitter.com/tomkysar/status/1714397906629783671
44:00 SBF Trial Continues https://futurism.com/the-byte/legal-experts-sbf-deep-trouble https://blockworks.co/news/sam-bankman-fried-trial-day-10 https://www.theblock.co/post/256368/blockfi-ceo-points-finger-at-alameda-ftx-for-collapse-of-crypto-lender-during-testimony-at-sbf-trial https://twitter.com/innercitypress/status/1713711029614448686
51:05 Scroll Mainnet Live https://twitter.com/Scroll_ZKP/status/1714286874020528554 https://www.youtube.com/live/FWzdCbFXAy8?si=LYpHH1xGkncyAUUh https://www.bankless.com/airdrop-hunter 52:50 Coinbase Perpetuals https://x.com/coinbase/status/1714642518678155709 https://www.coingecko.com/research/publications/crypto-derivatives-market 57:40 Elizabeth Warren vs Crypto https://x.com/RyanSAdams/status/1715026122704900217 https://x.com/KMSmithDC/status/1714007648364880282 1:01:30 Fighting Back https://www.bloomberg.com/news/articles/2023-10-13/sec-won-t-ask-court-to-reverse-its-decision-on-spot-bitcoin-etf https://twitter.com/JSeyff/status/1712935855877128662 1:02:10 EtherFi Token https://x.com/ether_fi/status/1714695381957902428
1:05:00 Jimmy Zhong https://www.cnbc.com/2022/11/07/feds-seize-3point36-billion-in-bitcoin-the-second-largest-recovery-so-far.html https://www.cnbc.com/2023/10/17/crypto911.html?taid=652e795bddbbd60001a5835f
1:11:30 Protecting Citizens https://twitter.com/shaughnessy119/status/1714384326467399858 1:12:15 MEV Searchers https://appointmenttrader.com/ 1:14:45 Mirroring the Stock Market https://twitter.com/degenspartan/status/1713030953193591084 1:16:40 Permissionless Finance https://twitter.com/ErikVoorhees/status/1712229910477967781
1:17:30 What Ryan’s Bullish On https://u.today/joseon-blockchain-ecosystem-introduces-first-ever-virtual-nation-state https://www.joseon.com/l/en-US/ https://joseon.cloud/JoseonWhitepaper.pdf 1:22:30 What David’s Bullish On
1:25:20 MEME of the Week https://vxtwitter.com/tomkysar/status/1714066425071984992?s=46
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us today from Hong Kong is Sandy Peng. Sandy is here to tell us what crypto is like on the other side of the world, walking us through regulations, adoptions and bringing us fully up to speed on the landscape in Hong Kong.
For many of us this episode is a 0 to 1 moment in understanding around crypto in Hong Kong and more broadly China. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 Bankless Podcast Survey: https://forms.gle/Ai5qpCJjQPhAErPr8 ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q4
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
----- RESOURCES
Sandy https://twitter.com/SandyPeng1 ----- CHAPTERS 0:00 Intro 5:53 Hong Kong History 10:08 What is Hong Kong Like 12:27 Why Hong Kong is Successful 15:28 Innovators and Regulators 19:11 HK & China Relationship 26:35 Why is HK opening its Doors to Crypto 28:52 Crypto in HK 37:21 Has HK Put Its Foot on The Gas? 40:42 The Silicon Valley Of China 43:08 Stablecoin Legislation 45:08 How Crypto Friendly is HK? 46:54 Why Move To HK? 50:50 DeFi 54:46 Crypto Projects in HK 56:33 Watch The Debrief ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The rollup wars are alive well! Scroll just launched their zkEVM to Ethereum mainnet. We invited Scroll's Co-Founder, Sandy Peng and Scroll's Senior Researcher, Toghrul Toghrul Maharramov on the show.
In today's episode, we discuss why Sroll is exciting, how it is different than other rollups. what’s next, and of course, wen token.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 Bankless Podcast Survey: https://forms.gle/Ai5qpCJjQPhAErPr8
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q4
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
----- TIMESTAMPS:
0:00 Intro 6:04 Scroll Mainnet Live 6:30 Why Is Scroll Mainnet Unique? 9:25 EVM Equivalence Importance 16:30 Apps Compatibility 17:50 Importance of Scroll Rollup 20:17 Why ZK is the Holy Grail 26:30 What to do on Scroll & Why Scroll 32:47 Stitching L2s Together 39:40 What's Next For Scroll 44:30 Toghrul Disagreements 49:00 Wen Token? 50:00 Closing & Disclosures
----- RESOURCES:
Sandy https://twitter.com/SandyPeng1
Toghrul https://twitter.com/toghrulmaharram
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Cryptodollars are the new Eurodollars. What are Eurodollars, though? Well, we get into that in today’s episode with 8-time repeat Bankless guest, Nic Carter. Nic is a partner at Castle Island Ventures, Fidelity alumni, co-founder and board member of Coin Metrics, and a prolific writer of editorials and academic articles alike, Nic is also a believer that the halvening is always priced in, he’s a stablecoin connoisseur, an onchain wizard, and an unlicensed vespa driver.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-nic-carter-stablecoins
There’s over $10 trillion dollars worth of Cryptodollars out there and Nic believes that number could grow even bigger. Stablecoins are often called crypto’s killer app, however, Nic thinks we aint seen nothing yet!
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 a16z Startup School | Apply Before Oct. 20th https://bankless.cc/a16z-startup-school
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q4
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 8:25 Stablecoin Tribe 10:20 The State of Stablecoins in 2023 13:40 Stablecoin’s Product Market Fit 17:16 Stabelcoin Haters 19:00 Growth of the Euro-Dollar Market 21:04 Euro vs. Crypto Dollars 24:30 Federal Reserve History 34:45 Stablecoin Incentives 37:00 Euro-Dollar vs. U.S.-Dollar Backing 43:00 Circle 45:40 PYUSD 46:56 Crypto-Dollars vs. Euro-Dollars 51:15 Why the Rise of Stablecoins? 55:57 Democratic Inclusion of Crypto-Dollarization 59:19 Chart 1:03:05 Tokenized Treasury 1:07:16 Regulatory Idea Maze 1:15:00 Big Banks 1:19:30 Stablecoin Roadmap 1:24:57 Crypto Bullishness 1:28:52 Stablecoin Predictions 1:32:12 Closing & Disclaimers
----- RESOURCES
Nic Carter https://twitter.com/nic__carter
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of October
----- 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables ------ 📚 a16z Startup School | Applications are now open! https://a16zcrypto.com/crypto-startup-school/?utm_source=bankless&utm_medium=podcast&utm_campaign=css_london&utm_id=css ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
3:30 Markets 6:30 Inflation https://www.cnbc.com/2023/10/12/cpi-september-2023.html
11:00 Why Americans Have Crypto https://twitter.com/jp_koning/status/1711714224664186943
14:05 ETH Validator Queue https://www.validatorqueue.com/
16:45 Friend.tech Surpassed Bitcoin https://twitter.com/tokenterminal/status/1710024292992163889
17:45 Tron vs Bankless https://www.bankless.com/tron-trx-bull-bear
22:00 ETH Predictions https://www.theblock.co/post/255860/ethereum-eth-price-standard-chartered-bank
27:00 SBF Trial https://compote.slate.com/images/c8708922-4b13-418c-a8be-af557e45079e.jpeg
28:20 Gary Wang https://twitter.com/emilydparker/status/1711797258302243182?s=46
33:00 Caroline Ellison vs SBF https://www.nytimes.com/2023/10/10/technology/caroline-ellison-sam-bankman-fried-trial.html
41:30 Thai Escorts (Not Taiwanese, David!) 44:05 SBF’s Ambitions https://x.com/innercitypress/status/1711806222117027840?s=20 https://twitter.com/byzgeneral/status/1711864012567093287
47:45 Hamas Crypto Accounts https://www.theblock.co/post/255679/israeli-authorities-have-frozen-hamas-linked-crypto-accounts-report https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b9134b7a
50:22 Critical Context https://twitter.com/samlyman33/status/1712209368450511162?s=46
51:33 Getting Drafted https://twitter.com/AmMuroch/status/1711980124021669941
52:30 Ray Dali on War https://www.linkedin.com/pulse/another-step-toward-international-war-ray-dalio/
53:30 Farcaster Goes Permissionless https://twitter.com/dwr/status/1711828728865849505
54:00 Five Shades of Lido https://notes.ethereum.org/@mikeneuder/magnitude-and-direction
58:10 Sam Altman on Joe Rogan https://ogjre.com/episode/2044-sam-altman
1:01:05 Trader Joe Getting Sued https://twitter.com/Blockworks_/status/1711705702287200497?s=20
1:02:00 Uniswap zkEVM https://x.com/okutrade/status/1709916468219981977?s=20
1:04:30 Questions from the Nation https://bankless.cc/GetClaimables
1:08:10 When to Sell https://twitter.com/cburniske/status/1711064578212475360?s=20
1:10:10 Cars vs Shoes https://twitter.com/0xMidnight/status/1710409447187632611
1:10:50 What David’s Bullish On https://www.bankless.com/vampire-season-diva 1:15:50 What Ryan’s Bullish On 1:21:00 MEME of the Week https://twitter.com/Crypto_McKenna/status/1711851523657830561
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today we welcome to the show today Mike (Rainbow) Demarais. The co-founder of Rainbow Wallet who is here to walk us through Rainbow's newest creation, the browser extension. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 4:33 Why Did You Make Rainbow? 7:54 Reading The Market 9:49 Solving Wallet Management 11:34 Wallet Management 13:07 Using Ledger's 14:32 Rainbow Walkthrough 18:30 Network Switching 22:07 Bridging 25:04 Fiat Onramp 30:25 Rainbow Roadmap 33:06 Design in Web3 36:23 Rainbow Kit 39:17 Public Good?
----- RESOURCES
Rainbow: https://rainbow.me/
Mike: https://twitter.com/mikedemarais
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Last week was unprecedented, to say the least. Several, yes that’s right, not 1, not 2, but several ETH Futures ETFs launched last week for the first time in the U.S.!
What does this mean for crypto? Volumes have been surprisingly low. Is it a surprise? Will volumes pick up? Regardless, of whether they do or don't, what do all of these ETH ETFs mean for crypto? Are Bitcoin ETFs next?
We brought on Eric Balchunas to help us answer the above and much more. is an analyst at Bloomberg Intelligence focused on exchange-traded funds. Eric is an analyst at Bloomberg Intelligence focused on exchange-traded funds.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 a16z Startup School | Apply Before Oct. 20th https://bankless.cc/a16z-startup-school
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:12 Why ETF Week Was Unprecedented 11:15 Magnitude of Many Launches 16:40 Futures Less Than Spot? 18:25 ETHE vs. Futures 23:43 Is ETH a Security? 28:28 Why Do We Care About ETH ETFs? 32:40 Spot Approval Interpretation 37:23 Scope of the Opportunity 46:50 Timing Predictions of Spot Approvals 51:00 Gensler Preventing Spot Approval? 55:30 Eric’s Twitter 57:00 Closing & Disclaimers
----- RESOURCES
Eric Balchunas https://twitter.com/EricBalchunas
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Danny Ryan is a coordinator at the Ethereum Foundation. He’s been on Bankless many times before. Usually, we’re talking about the Ethereum roadmap and what’s coming next. This time we’re talking about something different…a risk to Ethereum that Danny sees. A little over a year ago, Danny wrote a blog post titled “The Risk of LSDs”... discussing the various risk vectors that a dominant LSD presents to Ethereum…even naming Lido specifically in the process.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-danny-ryan
------ A lot of people have decided that liquid staking with Lido is the place to do it. At the time of recording Lido has over 30% of all staked Ether. Does this present a systemic risk to Ethereum?
We did an episode called, “In Defense of Lido” with researcher Hasu who argued that Lido does not pose a systemic risk to Ethereum. In fact, Lido’s dominance is better than many other alternatives. We left that conversation half-finished when we published it in August 2023.
In today’s episode, we cover part two of that debate with Ethereum researcher and guest Danny Ryan who argues the opposite. Lido is a systemic risk to Ethereum and what to do about it.
We believe our role as podcasters for issues like this is to voice both sides of the argument in long-form conversations and healthy debate. It is exactly the kind of thing you don’t get on Twitter. That’s why we’ve given voice to both sides of this issue.
We think there are good actors who care about this ecosystem at Lido and in the broader Ethereum community and we’re sure this episode won’t be the last word on this subject.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 a16z Startup School | Apply Before Oct. 20th https://bankless.cc/a16z-startup-school
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:41 Is Lido a Threat to Ethereum 8:57 Blog Post Thinking Change? 19:30 Uniswap 21:20 Theoretical Main Risks 25:45 God Mode 27:20 Practical Main Risks 34:00 Hasu Counter-Arguments 38:25 Permissionless Validator Set Mitigation 42:30 Veto Power Mitigation Argument 46:55 How Likely is the Lido Risk? 51:26 Client Team Positioning 55:00 How Special is the Lido Case? 57:45 One LST Inevitability 1:02:30 Solutions 1:06:55 Profit Maximization 1:09:00 Action Steps For Ethereum Decentralization 1:11:53 Can Ethereum Devs Do Something? 1:20:10 Hasu Questions Answered by Danny 1:22:45 Magnitude of the Lido Threat 1:24:20 How Can Lido Fix This? 1:25:59 Stick & Carrot for Lido 1:26:27 Silverlining of Lido Threat 1:29:05 Next Conversations 1:32:16 Closing & Disclaimers
----- RESOURCES
Danny Ryan https://twitter.com/dannyryan
Danny Ryan Blog Post https://notes.ethereum.org/@djrtwo/risks-of-lsd
Hasu’s Bankless Interview https://youtu.be/IfuUdIblfrY
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
WRU 1st Week of October ----- 🏹 Airdrop Hunter is HERE, join your first HUNT todayhttps://bankless.cc/JoinYourFirstHUNT ------ 📚 a16z Startup School | Applications are now open! https://a16zcrypto.com/crypto-startup-school/?utm_source=bankless&utm_medium=podcast&utm_campaign=css_london&utm_id=css ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS & RESOURCES
0:00 Intro
4:57 MARKETS https://www.growthepie.xyz/
8:14 Uptober or Rektober? https://twitter.com/stackhodler/status/1708421490264166754
11:00 Arthurs Take https://twitter.com/cryptohayes/status/1709775837271388267?s=46&t=LKBC7Qtm18FnZ380xCF2pA
12:14 US Debt is Insane https://x.com/zerohedge/status/1709321746673786896?s=20
13:40 China is Selling https://apolloacademy.com/wp-content/uploads/2023/10/China_Outlook_Oct3_2023.pdf https://www.cfr.org/blog/how-hide-your-foreign-exchange-reserves-users-guide
18:43 SBF Trial Has Begun! https://www.cnn.com/2023/10/03/investing/sbf-trial-jury-selection/index.html https://twitter.com/lex_node/status/1709318776078877071
25:24 Day 2
30:45 Michael Lewis Takes
36:24 Anthropic Plot Twist https://www.theblock.co/post/254667/anthropics-new-raise-could-mean-full-payout-for-ftx-creditors-lawyer
38:05 ETH Futures Derby https://x.com/EricBalchunas/status/1708841958020366838?s=20 https://x.com/EricBalchunas/status/1708953284495708559?s=20 https://x.com/vaneck_us/status/1708113739881337125?s=20 https://x.com/vaneck_us/status/1707888396171977036?s=20
41:30 ETF Takes https://x.com/EricBalchunas/status/1708865693481836849?s=20 https://x.com/EricBalchunas/status/1709187579352875039?s=20 https://x.com/vaneck_us/status/1709353826937889152?s=20 https://twitter.com/brianquintenz/status/1708966869284073929?s=46 https://twitter.com/NateGeraci/status/1708954390701236544 https://x.com/EricBalchunas/status/1709552867088924820?s=20
46:01 Grayscale Files For Spot ETF https://twitter.com/EricBalchunas/status/1708822647369273637
48:59 Celestia Launches Token https://twitter.com/CelestiaOrg/status/1706671239572676881 https://x.com/RyanSAdams/status/1706714159235142081?s=20 https://twitter.com/MessariCrypto/status/1707773950732771740?s=20
51:15 Su Zhu Arrested https://www.bloomberg.com/news/articles/2023-09-29/three-arrows-capital-co-founder-zhu-apprehended-liquidator-says
52:43 OP Fault Proofs https://twitter.com/OPLabsPBC/status/1709236296604930487
54:14 SEC Loses again to Ripple https://x.com/BillHughesDC/status/1709345748930748708?s=20
57:38 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1159165917045981245
1:01:21Takes Of The Week https://x.com/mdudas/status/1709350657918939557?s=20 https://x.com/TrustlessState/status/1709002107238432928?s=20 https://twitter.com/RyanSAdams/status/1709219774020899079?s=20
1:06:13 What Are We Bullish On https://x.com/TrustlessState/status/1709343459201499404?s=20
1:08:32 Meme Of The Week https://twitter.com/bulltrapper0/status/1707759825151561943?s=20
1:11:06 Disclosures
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu. We’re talking yield curves, election fears, US equities, and if macro economics is even real.
And finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here? ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
----- RESOURCES
David Duong https://www.linkedin.com/in/david-duong-cfa/
Quarterly Outlook: Crypto Markets in 10 Charts https://www.coinbase.com/institutional/research-insights ----- Chapters: 0:00 Intro 9:38 Is Everything Going Alright? 13:09 Is Macro Economics even Real? 16:43 Government Fiscal Spending 21:44 Election Impact 24:11 US Exceptionalism? 29:14 The Impact of Fiscal Stimulus 38:30 How important is Cash? 45:29 US Equities 52:23 Student Loans 56:39 Recession Talk ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Sergey Nazarov is the co-founder of Chainlink. Chainlink, you might know as the price oracles for DeFi… providing DeFi with the data it needs to know prices. More ambitious than just prices, Chainlink is aiming to become the interoperability layer between all of TradFi and all of DeFi, acting as a gateway between onchain and offchain data. We’re going to explore that vision today on Bankless.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-sergey-nazarov-chainlink
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:30 The Chainlink Vision 13:59 Offchain Computation 20:35 Why Chainlink Is Here 28:20 Offchain Trust Maximization Technicalities 31:31 Oracle Networks 38:53 Dynamic Automated Inception Marketplaces 45:45 CCIP 1:08:20 Why Swift Is Important 1:14:45 Banks to Blockchains 1:25:18 DTCC Explained 1:31:58 5 Levels of Crosschain Security 1:38:40 Crypto in 2030 1:44:40 Closing & Disclaimers
----- RESOURCES
Chainlink https://chain.link
CCIP https://chain.link/cross-chain
The Five Layers of Cross-Chain Security https://blog.chain.link/five-levels-cross-chain-security/
SmartCon Virtual Signup https://smartcon.chain.link/virtual
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
WRU Last Week of September ----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
----- TIMESTAMPS & RESOURCES
0:00 Intro
2:49 MARKETS https://twitter.com/kobeissiletter/status/1707104500341731367?s=46
8:05 JP Morgan Dissapointed With Ethereum https://www.theblock.co/post/252470/jpmorgan-ethereum-shanghai-disappointing https://twitter.com/pythianism/status/1706373977944289470?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
13:54 SEC Decision Delayed https://twitter.com/JSeyff/status/1706771264596050073 https://twitter.com/EricBalchunas/status/1706765369342382197
19:49 ETF Futures Next Week? https://x.com/EricBalchunas/status/1707394842827882826?s=20
17:25 Gary Grilled By Congress https://www.sec.gov/news/testimony/gensler-testimony-committee-financial-services-092723 https://x.com/BanklessHQ/status/1707042914520473953?s=20 https://x.com/BanklessHQ/status/1707060955257987256?s=20 https://x.com/BanklessHQ/status/1707072356802232697?s=20 https://twitter.com/BanklessHQ/status/1707040759059206493/photo/1 27:54 Gary's Identical Twin
29:08 Coinbase In Washington DC https://x.com/coinbase/status/1707184983599677793?s=20 https://x.com/YahooFinance/status/1707121790223258075?s=20 https://twitter.com/blockchaintpsht/status/1707162437512839345 https://twitter.com/haydenzadams/status/1707225322595262929?s=46&t=X0oQ26a3ezptVAZLp1QFaw
32:32 Kevin Owocki's Highlights https://twitter.com/owocki/status/1707217559932543085
35:05 Pudgy Penguins in WalMart https://x.com/Walmart/status/1706784567276040547?s=20 https://x.com/0xLoMel/status/1706708088684683474?s=20 https://twitter.com/LucaNetz/status/1706774209014235313?s=20
40:21 Vitalik DeepFake https://x.com/TrustlessState/status/1706388861545316512?s=20 https://youtu.be/RsIBqExwsT8?si=RmoRx2p7z5TEWvba
43:26 Buenos Aires ID's Coming to Ethereum https://blockworks.co/news/buenos-aires-government-id-ethereum-zksync
44:41 Equities on Kraken? https://twitter.com/deitaone/status/1707082785146495190?s=46&t=LKBC7Qtm18FnZ380xCF2pA
46:41 FriendTech Clones https://twitter.com/DefiIgnas/status/1706322149139447985
49:25 Base Introduces Pessimism https://twitter.com/BuildOnBase/status/1704217177904271827
51:13 Fred Wilson got phished https://avc.mirror.xyz/VUu7-BOTlH2J-qF9SctXr17CLBFx9Xu5xr6sACXehr8
53:46 MicroStrategy Bought More BTC https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/financial-document-archive/form-8-k_9-25-2023.pdf
54:56 Chase Bank is banning crypto payments in the UK https://twitter.com/brian_armstrong/status/1706787540215460155
56:13 OFAC Adding More Sanctioned Wallets https://home.treasury.gov/news/press-releases/jy1763
58:49 Rainbow Wallet Comes To The Web https://twitter.com/rainbowdotme/status/1704900402427166858?s=20
59:19 Raises Of The Week https://twitter.com/banklessvc/status/1706735211080270109?s=46
1:04:27 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1156588932826402866
1:08:01 Takes Of The Week
1:21:36 What Are We Bullish On? https://twitter.com/trustlessstate/status/1706440750911651847?s=46
1:29:14 Meme of The Week https://x.com/BanklessHQ/status/1707152459372564822?s=20
1:23:50 Moment Of Zen https://x.com/vaneck_us/status/1707204049487958255?s=20
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Joining us today from Fidelity are Chris Kuiper and Jack Neureuter who recently released their Ethereum Investment Thesis report.
On this episode we're asking are the institutions serious about Ether? Has Ether passed through the gauntlet…like BTC? And what does it look like for institutions to actually begin investing in Ether the asset.
Fidelity manages $4.5 trillion dollars, that's many multiples higher than the entire crypto market cap. This is worth paying attention to. ----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:07 Intro to Chris and Jack 8:50 About Fidelity Assets 12:00 Analyzing Crypto Risk as an Institution 16:42 What do Institutions Think of Ether? 19:17 Comparing Other Assets 23:5 5How Others Can Join Ether and Bitcoin 25:58 Ether and Ethereum 29:44 Is Ether a Money? 40:14 What is Money? 44:13 What Else Competes for Money? 48:38 Thesis Two 51:19 Ether Cash Flow 55:51 The Value of Metrics 1:00:41 Modeling Future Cash Flows 1:08:11 How Has The Report Been Recieved? 1:10:21 Whats Next For Fidelity? ----- RESOURCES
Fidelity's Report on Ethereum: https://www.fidelitydigitalassets.com/sites/default/files/documents/1101895.1.0%20-%20FDAS%20ETH%20Investment%20Thesis%20%2808.14%29.pdf
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s episode, we’re exploring the frontier of the multi-chain Ethereum roadmap. Synthetix has been leading this charge as it pertains to the application layer of Ethereum.
David is joined by Synthetix’s Founder, Kain Warwick in person in David’s Brooklyn studio.
“Synthetix, A New Hope,” is a recent blog post Kain wrote and is a main focus for today’s episode.
----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
------ TIMESTAMPS
0:00 Intro 7:08 Synthetix Networks 8:50 Growth Complexity 9:50 Phases of Complexity of Apps 14:00 Elaborating the Problem Layers 15:25 Paramartizing Risk 19:00 Defining the Problem(s) 21:00 Likelihood of Solution(s) 24:05 3 Paths of Fragmented Liquitidy 31:40 Chainlink’s CCIP 32:50 Optimism 36:00 MakerDAO 36:55 dYdX Model 44:25 Free Market Model 47:00 Other Solution Tools 55:15 Cross-Chain Shared Execution 57:50 Kain & Synthetix Main Focuses 59:00 Timeline 59:50 Other Components of Synthetix 1:02:25 Kain’s Thoughts on Regulation 1:08:13 Final Messages 1:09:15 Closing & Disclaimers
----- RESOURCES
Kain Warwick https://twitter.com/kaiynne
Synthetix, A New Hope https://mirror.xyz/kain.eth/tAXGVKMTYM8K2gUOQq9JDQ1wyV_5Msdlrn_AtmiCGEI
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
The overnight fed funds rate is 5.3% but how much are you getting from that in your bank account? How much are you getting from your stablecoins?
Today on the show Martin Carrica walks us through a world in which we can tokenize treasuries instead of just dollars. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-onchain-t-bills/
----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo ------ TIMESTAMPS
0:00 Intro 7:16 Intro To Martin 10:37 Risk Free Rate of Return 16:06 Inflation Experience in Argentina 20:41 Why Don't We have Onchain TBills? 22:44 Laws Around Treasuries 27:08 Do The Fed's Want This? 31:53 Don't we Already Have Onchain Treasuries? 37:18 The Next Evolution Of Stablecoins 40:01 How Big Could This Be? 50:12 Cutting Out Commercial Banking 52:21 Explaining The Product 55:57 Onchain Vs Traditional TBills 1:02:51 How Big Can This Get? 1:04:10 Identifying Legit Onchain TBills 1:05:49 Why Doesn't Circle Do This? 1:11:50 Dealing With US Regulation 1:15:02 Central Bank Digital Currency 1:19:02 Can This Start a Bull Market?
----- RESOURCES
Martin on Twitter: https://twitter.com/mcarrica
Martin's article on Stablecoins: https://mcarrica.substack.com/p/stablecoins-are-cryptos-hidden-money
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
WRU 4th Week of September
----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables
------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
----- TIMESTAMPS & RESOURCES
0:00 Intro 2:50 MARKETS 9:15 Fed Rate - No change! (5.25-5.5%) https://www.nytimes.com/live/2023/09/20/business/fed-meeting-interest-rates 12:10 U.S. Americans Own Crypto? https://www.coinbase.com/blog/a-call-to-action-mobilizing-52-million-crypto-owners-into-an-army-of-1 15:20 Ethereum’s 1st Merge anniversary! https://twitter.com/sassal0x/status/1702629393984803041?s=46 16:25 Bye bye ultra-sound money? https://ultrasound.money/#gas 17:30 L1 is shrinking, but layer-2 networks are maintaining healthy activity https://l2beat.com/scaling/activity
20:39 Are all the chains moving to Ethereum? Rollup Migration to Ethereum - 3 New Ethereum Rollups coming from non-Ethereum ecosystems 21:00 1.1 - Astar Network Sandeep Take https://twitter.com/sandeepnailwal/status/1701990949319254345 23:00 1.2 - Canto https://twitter.com/CantoPublic/status/1703809950290718871 24:00 1.3 - Eclipse https://twitter.com/EclipseFND/status/1704178668543824309 27:35 Ryan Take https://twitter.com/RyanSAdams/status/1703882356468117703 28:40 Mert Take https://x.com/0xMert_/status/1704229795079365101 30:00 Frankie Take https://twitter.com/frankieislost/status/1704262750405587248
37:58 SEC is coming after the Stoner Cats - Gary. V. Cats https://www.sec.gov/news/press-release/2023-178 https://x.com/MikeSeligEsq/status/1701978172487606665 https://twitter.com/loopifyyy/status/1701966597445874124 44:00 Hester Pierce Dissented! - Chief Disenting Officer https://twitter.com/NFTherder/status/1702057933389836293 46:25 SEC warns more charges coming to exchanges and DeFi https://www.coindesk.com/policy/2023/09/19/us-secs-crypto-enforcement-chief-warns-more-charges-coming-to-exchanges-defi/
49:13 New Airdrop! Optimism also announced OP Airdrop #3 https://twitter.com/optimismFND/status/1703837786703335672 50:10 POL Token is coming! MATIC becoming POL. Polygon 2.0 implementation kicked off! 51:00 https://twitter.com/0xPolygonLabs/status/1702280764677578755 1st PIPs: MATIC to POL and launch of Polygon’s new staking layer! https://polygon.technology/blog/polygon-2-0-implementation-officially-begins-the-first-set-of-pips-polygon-improvement-proposals-released 51:25 Arbitrum is restarting Odyssey https://twitter.com/arbitrum/status/1704173003825615353 52:10 Conduit opening Support for Arbitrum: https://x.com/KAndrewHuang/status/1704848429883732256
53:18 Coinbase earned 570 ETH of MEV as a result of Curve hack. Should they return it? https://www.coindesk.com/tech/2023/09/15/coinbase-inadvertently-earned-1m-due-to-hack-but-hasnt-reimbursed-victims/?
57:10 Is Ethereum finally getting a privacy L2? Maybe soon? https://twitter.com/aztecnetwork/status/1704433376525242474
58:25 Infura in its progressive decentralization era https://blog.infura.io/post/progressive-decentralization-of-the-rpc-layer-centralization-to-federation?
59:10 FTX sues SBF’s parents - eating their own aims to claw back some of the $26 million in gifts and property https://storage.courtlistener.com/recap/gov.uscourts.deb.188450/gov.uscourts.deb.188450.2642.0.pdf https://www.cnbc.com/2023/09/19/sbfs-parents-sued-by-ftx-for-millions-of-dollars-in-misappropriated-funds.html
1:00:30 Mark Cuban lost $870,000 in a wallet hack - everyone’s getting hacked https://twitter.com/WazzCrypto/status/1702820716343624168
1:03:38 New ETH ETFs https://twitter.com/JSeyff/status/1701612412456280467 1:03:45 Grayscale ETH Futures ETF https://cointelegraph.com/news/grayscale-files-for-new-ethereum-futures-etf
1:06:25 Questions From The Nation
1:15:30 Takes https://x.com/matthuang/status/1704608186723119329 https://www.paradigm.xyz/2023/09/casino-on-mars Where do you store your wealth? https://x.com/TrustlessState/status/1703986421378245024
1:19:50 What Are We Bullish On https://www.bankless.com/choose-your-bull-market-character-class
1:24:55 Meme of the Week 1:26:15 Risks and Disclosures
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Solana on Ethereum? Solana has a virtual machine called the SVM. Proponents say it’s much better than the Ethereum EVM…multi-threaded execution…now it’s coming to Ethereum in the form of an L2.
Today on the show, we brought on CEO & Co-Founder of Eclipse, Neel Somani. Eclipse is not only a new L2 on the scene, it’s also an L2 framework, kind of like the OP Stack. It’s a superchain contender.
This poses some very interesting questions….who wins? Does this kill Solana?
------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables
------ 📣 AAVE V3 is Here! http://app.aave.com/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🔗 CELO | CEL2 COMING SOON https://bankless.cc/Celo
----- TIMESTAMPS
0:00 Intro 7:10 Motivations For Eclipse 10:50 Why is the SVM Great? 16:00 How Fee Markets Work? 19:20 Ethereum & Eclipse Pairing 20:25 What Kind of L2 is Eclipse? 23:25 Celestia For Data Availability? 25:30 Security Trade-Offs? 27:30 Transactions on Eclipse 28:00 Economics on Data Availability 33:50 RISC Zero & Eclipse 36:10 Modular Thesis 41:00 Eclipses's Superchain? 44:35 Eclipse Today? 45:20 Winners vs. Losers 46:40 Eclipse vs. Solana 49:00 Bad for $SOL? 52:45 Eclipse Team 53:45 Solana as an L2 55:00 Eclipse Token? 55:45 Future Ecosystems 57:05 Naming This New Tech 58:50 Roadmap 1:00:30 Neel's Bio 1:01:50 Closing & Disclaimers
----- RESOURCES
Neel Somani https://twitter.com/neelsalami
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Vitalik live from Permissionless! On this Episode we discuss what's next for Ethereum. What type of use cases can we create because of the unique properties of crypto? What would Vitalik's new startup be? And we explore what it will look like to successfully navigate the next bull market.
This episode was filmed at permissionless. For the full episode in video form, check out the recording here: https://blockworks.co/event/permissionless-2023/livestreams?room=37736
------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables
------ 📣 AAVE V3 is Here! http://app.aave.com/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS
0:00 Intro
6:12 Improving Existing Things vs Building New
16:55 Has Vitaliks Expectation of Ethereum Changed?
30:44 Where Would Vitalik Start a Startup
36:27 What Fear is Being Missed?
47:20 Navigating the Next Bull Market
----- RESOURCES
Vitalik:
https://twitter.com/VitalikButerin
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Dom, aka Domothy, is a researcher at the Ethereum Foundation who is working on the research and development of some key Ethereum protocol upgrades like EIP4844, danksharding, and MEV Burn. We last had Dom on Bankless about that last one, MEV Burn, and this time we’re bringing him around to fully understand an incoming new property of Ethereum that EIP4844 is going to introduce… a new resource market… called BLOBspace… kind of like Blockspace… but for Blobs!
What are blobs? What is Blobspace? How is it different from blockspace and blockspace markets? What will it do for Ethereum and its rollups? These are the questions we explore with Dom today.
------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-blobspace
You know how we say blockchains sell blocks? Well, soon Ethereum’s going to be selling more than just blocks. It’s going to be selling blobs too.
We’re just a few months out from the biggest Ethereum release since the merge and no one’s fully mapped out the implications. But it’s going to be huge.
- Ethereum’s getting a new product to sell… it’s called Blobspace - The cost of transacting on L2s is about to drop toward zero… - The economics of ETH gas and the burn are about to change forever…
Blobspace, EIP4844, proto-danksharding…that’s what the geeks call this new ETH feature upgrade.
This is everything you need to know about Blobspace with Ethereum Researcher Domothy in this absolute banger of an episode.
------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS
0:00 Intro 7:20 Why We’re Doing This Episode 8:45 Blobspace 9:40 History of Blobspace 11:30 Sharding & Dead Ends 14:00 Execution Sharding 16:50 Layers of a Blockchain 21:00 Ethereum Rollups 22:50 Vitalik’s Thought Process 26:10 Ethereum Development Hidden Genius 30:00 Current State of Ethereum 34:00 What is a Blob? 39:25 Blobspace Explained 44:20 Validator’s Perspective 47:00 Data Availability vs. Storage 56:31 User’s Perspective 1:00:30 How a Blob Becomes a Blob 1:04:00 Properties of Full Danksharding 1:05:20 New Math & Tech Behind Blobs? 1:12:00 L2 Blobspace & Scaling Factors 1:15:40 Blobspace Economics 1:20:00 Block vs. Blobspace Balancing 1:23:20 L2s Competing For Blobspace 1:32:10 Ethereum Subsidiaries 1:39:00 What’s Next? 1:41:30 Closing & Disclaimers
----- RESOURCES
Domothy https://twitter.com/domothy
Domothy article on Blobspace https://domothy.com/blobspace/
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
MetaMask just released MetaMask Snaps at Permissionless II. Why is this such a big deal? Is this crypto’s “Chrome extension” moment? Is this how we onboard crypto’s next billion users? We welcome creator and Co-Founder of MetaMask, Dan Finlay on the show to help us explore all of these questions and much more.
------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables
------ 📣 AAVE V3 is Here! http://app.aave.com/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS
0:00 Intro 5:05 MetaMask Snaps Explained 7:55 Extensions 10:50 MetaMask Snap Demo 22:40 Sci-Fi Snaps 26:23 Mobile 27:10 Chrome Extensions 28:45 Permissionless Snaps? 32:34 Snaps Multi-Year Journey 38:28 Are Snaps Secure? 42:55 What Info Should Snaps Have? 46:30 Smart Contract Wallets 48:25 Account Abstraction Wallet 50:24 Safe UX 52:50 What Devs Need to Know 54:50 Closing & Disclaimers
----- RESOURCES
Dan FinIay https://twitter.com/danfinlay
MetaMask Snaps https://metamask.io/snaps/
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
WRU 3rd Week of September Live From Permissionless! ----- Check your wallet with our brand new tool Claimables 🎁 https://bankless.cc/GetClaimables ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS & RESOURCES
0:00 Intro 3:45 Permissionless Recap 9:06 MARKETS https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://pro.kraken.com/app/trade/eth-btc
12:08 Friend.Tech vs Ordinals https://twitter.com/tyler_did_it/status/1700515163906912637?s=46 https://dune.com/dgtl_assets/bitcoin-ordinals-analysis https://twitter.com/0xcygaar/status/1700557505330307308?s=46
19:43 CFTC settled charges against DeFi https://www.cftc.gov/PressRoom/PressReleases/8774-23 https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090723 https://twitter.com/lex_node/status/1699912782416658605 https://twitter.com/antonttc/status/1699935302616482204?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/jchervinsky/status/1699934869118190054?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/CFTCpham/status/1699936965259673934
28:44 Gary Doubles Down https://www.banking.senate.gov/imo/media/doc/gensler_testimony_9-12-23.pdf https://twitter.com/WatcherGuru/status/1701609274278080516?s=20 https://x.com/TrustlessState/status/1701287340314878430?s=20
33:16 Spot Bitcoin ETF https://blockworks.co/news/franklin-templeton-bitcoin-etf https://www.youtube.com/live/EdDsqW9CYys?si=SnCsraZBGR_0Z8Tx&t=12259
35:11 FTX Offloads Billions https://twitter.com/milesdeutscher/status/1701261775600025906 https://twitter.com/nobrainflip/status/1700586113251906017
40:42 Ethereum News https://twitter.com/mikeneuder/status/1701224774884643167
43:48 Metamask Snaps https://metamask.io/snaps/
45:42 Vitalik Hacked https://twitter.com/OlimpioCrypto/status/1700677246393155657 https://warpcast.com/vitalik.eth/0xb23618 https://x.com/TimBeiko/status/1700659107764785336?s=20
50:21 Espresso is partnering with Offchain Labs https://twitter.com/EspressoSys/status/1701318209624834466?t=w9VTlOJo75aT8H8olmw2QA&s=19
52:04 NFT News https://twitter.com/huntersolaire_/status/1701191292221292978?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
54:33 Jailed for 11,196 Years https://www.bbc.com/news/world-europe-66752785
55:45 FBI Investigates DCG https://www.bloomberg.com/news/articles/2023-09-07/winklevoss-claims-fuel-us-investigation-of-barry-silbert-s-dcg-crypto-empire?sref=QkiN9npb
57:10 Claimables Launch! https://www.bankless.com/claimables?ref=home-promo-banner https://twitter.com/NiftyMateo/status/1701315423495487677?s=20
58:27 Blockworks Analytics https://x.com/blockworksres/status/1701990215907475499?s=20
59:29 LayerZero x Google Cloud https://medium.com/layerzero-official/layerzero-x-google-cloud-7b4784873071
1:04:02 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1149342327240933538
1:05:59 What Are We Bullish On
1:10:01 Meme of the Week https://x.com/josephdelong/status/1701937546484158876?s=20
1:10:38 Risks and Disclosures ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Seth Hertlein, VP Global Head of Policy at Ledger, and Michael Mosier, Co-Fouder of legal boutique Arktourous, Build Exante - FinCEN, Treasury, and Chief Technical Counsel at Chainalysis join us on today’s show to explain the modern financial surveillance apparatus. FATF, FinCEN, AML/KYC, OFAC...the blacklists, the greylists. How does it all work? Who makes the rules?
🎁 Check your wallet with our brand new tool: Claimables
https://bankless.cc/GetClaimables
📣 AAVE V3 is Here!
http://app.aave.com/
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
9:10 Financial Surveillance
13:10 Data Collection
17:10 The Bank Secrecy Act
20:30 SARS
23:10 Understanding the Enforcers
30:30 Goals for FINCEN
38:55 OFAC Explained
51:11 Strict Liability
56:26 Process of Getting OFAC SDN List
1:00:50 Tornado Cash
1:11:05 What Should We Do?
1:21:05 Closing & Disclaimers
RESOURCES
Michael Mosier
https://twitter.com/m_mosier_
Seth Hertlein
https://twitter.com/SethHertlein
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
On today’s episode we welcome Bryce Patrick and Steve Dakh from the Ethereum Attestation Service. EAS is a new public good, open, permissionless, and token free. Is this the key unlock for decentralized identity through crypto? ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-eas/ ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS
0:00 Intro 7:27 What is an Attestation? 11:51 Attestations as a Primitive 14:35 What Are The Good For? 19:15 Defining Identity 22:39 Primitive Before the App 25:55 What is EAS? 30:31 Attestation Form Factors 36:51 Use Cases 40:19 EAS Growth Goals 42:17 Why Do We Need Attestations? 46:10 Why Build This on Ethereum? 52:46 Who is Using EAS and For What? 1:00:04 Web2 vs Web3 Attestations 1:05:17 Decentralized Reputation 1:08:05 The App Layer on Top of EAS 1:15:08 Privacy 1:19:48 Comparing To Sign In With Ethereum 1:21:22 How is it Funded? 1:25:08 Soulbound Tokens 1:30:00 Closing and Disclaimers ----- RESOURCES
EAS https://twitter.com/eas_eth https://attest.sh/
Steve Dakh https://twitter.com/stevedakh ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
FULL ARTICLE: https://www.bankless.com/davids-takes-burning-man
David just got back from the Black Rock Desert, Nevada, where, for one week of the year, tens of thousands of people congregate for the annual Burning Man festival.
The parellels Crypto and Burning Man are strong, but it's not until participating in both that you can concretely grasped why. So, David went to Burning Man to go see what all of the excitement was about.
And Bankless Nation… like Crypto, Burning Man is a rabbit hole.
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 AAVE V3 is Here! http://app.aave.com/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
WRU 2nd Week of September
----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT
------ 📣 AAVE V3 is Here! http://app.aave.com/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
----- TIMESTAMPS & RESOURCES
0:00 Intro 3:55 MARKETS 5:25 L2 TLV and Scaling Factor https://thedefiant.io/starknet-activity-surges-on-token-speculation 7:15 Crypto wealth stats - David how many crypto millionaires do you think there are? https://www.henleyglobal.com/publications/crypto-wealth-report 9:10 U.S. deficit explodes despite growing economy https://twitter.com/jasonfurman/status/1698391469881455098 https://twitter.com/jasonfurman/status/1698391482724442607 13:40 Wen BTC ETF? https://twitter.com/EricBalchunas/status/1696887691122548798 https://twitter.com/JSeyff/status/1697360209453187085 https://twitter.com/EricBalchunas/status/1699480838868517273 17:35 Uniswap Spot volume surpassed Coinbase in spot trading volume in 2023 https://twitter.com/RasterlyRock/status/1694039760745152761
20:25 Maker DAO’s endgame on Solana? https://twitter.com/RuneKek/status/1697623700013822244 28:50 Vitalik sold his entire remaining stake of 500 MKRs https://twitter.com/OnchainDataNerd/status/1697941332826923348 https://twitter.com/aeyakovenko/status/1698182686568018238 31:00 Justin Leroux https://twitter.com/0xMidnight/status/1697634909706215604 32:00 Foobar https://twitter.com/0xfoobar/status/1698832035647787513 38:55 Visa expanded its stablecoin settlement to Solana https://twitter.com/cuysheffield/status/1699031134229926284
41:39 Base had a delay in block production https://twitter.com/buildonbase/status/1699192035553812658
46:00 Court sides with Uniswap over class action suit https://twitter.com/eleanorterrett/status/1696918343943340235 https://www.docdroid.net/APrJolt/risley-v-uniswap-pdf https://twitter.com/haydenzadams/status/1696991910370411003 https://twitter.com/BillHughesDC/status/1696998957526696405
52:20 Roman Storm Pleads Not Guilty https://cointelegraph.com/news/tornado-cash-cofounder-pleads-not-guilty 50:20 Polygon launches their “Supernets” kit for https://twitter.com/sandeepnailwal/status/1696618823422529898 54:35 Arbitrum released Stylus https://twitter.com/OffchainLabs/status/1697232795268177987 https://twitter.com/CryptoIsCute/status/1697647185561866382 56:30 StarkWare's Stone Prover now open sourced https://twitter.com/Starknet/status/1697504345485381652 57:00 RocketPool two major upcoming upgrades https://twitter.com/drjasper_eth/status/1698554983837282750 57:30 Kevin Owocki is returning to Gitcoin https://twitter.com/owocki/status/1699056199445221437 58:14 Justin Bieber is releasing NFT collection https://anotherblock.io/drops/justin-bieber-company 1:00:20 Fidelity released an Investment Thesis for Ethereum https://twitter.com/RyanSAdams/status/1697364409755029860 1:03:10 Binance is delisting privacy coins in Belgium https://twitter.com/mister_ch0c/status/1699290391168618722 1:04:00 MetaMask introduced bank and PayPal cash-out options https://portfolio.metamask.io/
1:07:19 Questions From the Nation
1:13:50 Takes of The Week https://twitter.com/pythianism/status/1699594987892256889 https://twitter.com/RyanSAdams/status/1696957206116315566
1:18:30 What Are We Bullish On? https://twitter.com/ckc12_rb/status/1675159167940587520 https://twitter.com/cathsimard_/status/1675150596570230785 https://twitter.com/TrustlessState/status/1675165817569439744 https://twitter.com/cathsimard_ https://twitter.com/mattmedved/status/1697795471803297847
Ryan: Bankless is releasing Claimables! https://imgur.com/a/w9f2r0B
Meme of The Week & Moment of Zen https://twitter.com/RyanSAdams/status/1699782057793372342
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Today we're joined by Mike Ippolito, co-founder at Blockworks, who's here to breakdown his take on the Blockchain trilemma and how Ethereum, Solana, and Cosmos chains all attempt to solve it.
This wide ranging interview asks great questions and shines a light on what a multi-chain future might look like. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-blockchain-trilemma/ ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader ----- Resources:
On the margin podcast: https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079
Mike: https://twitter.com/mikeippolito_ -----
TIMESTAMPS
0:00 Intro 6:13 Intro To Mike 11:16 The Three Frontiers 19:11 Recap and Overview 25:58 Different Approaches to The Scalability Trilemma 31:42 Explaining PEPC 36:13 A Point By Point Walkthrough 45:29 Ethereum Vs The Invisible Hand 56:58 Should The Free Market Be in Control? 1:01:11 Moloch 1:08:13 Solo Validators 1:10:31 Defining Decentralization 1:15:49 Power Law Winners 1:19:03 Roll Apps vs App Chains 1:29:09 Defining Soverign Rollups 1:33:29 Sequencer Incentives 1:36:20 Exploring The Superchain 1:41:31 Price Discovery on Chain 1:44:15 Making Crypto Accessable 1:48:50 Permissionless Panel 1:51:29 Outro and Disclaimers
----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
WRU 1st Week Of September
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
📣 AAVE V3 is Here!
http://app.aave.com/
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS & RESOURCES
0:00 Intro
5:24 MARKETS
https://pro.kraken.com/app/trade/btc-usd
9:36 Layer 2 Check
https://l2beat.com/scaling/summary
13:45 Anthony's Bullish Predictions
https://twitter.com/sassal0x/status/1696162071715422442?s=20
32:41 Grayscale Beats the SEC
https://www.bankless.com/grayscale-beats-the-sec
https://www.docdroid.net/vrehbKf/dc-cir-22-1142-01208547571-0-pdf
36:53 Takes on the Case
https://twitter.com/jchervinsky/status/1696544309699363201?s=20
43:27 Are NFTs Securities?
https://www.sec.gov/news/press-release/2023-163
45:59 IRS Proposal for Digital Brokers
https://home.treasury.gov/news/press-releases/jy1705
49:37 US HOSTILITY TO CRYPTO
https://twitter.com/zkmattwyatt/status/1695190244516319564?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/AntonioMJuliano/status/1695160970111300053
54:29 Roman Storm Released on Bail
https://twitter.com/brianeklein/status/1694779420731658700?s=20
55:26 Farcaster V3
https://twitter.com/dwr/status/1695187576003645873
57:41 Lido Almost 33%
https://twitter.com/RyanSAdams/status/1696220879976284511
1:09:10 AMEX Gives out POAPS
https://twitter.com/mamb0san/status/1695458362237034957
1:09:46 X Gets Currency Transmitter License
https://twitter.com/BitcoinMagazine/status/1696587745089540494
1:11:47 DCG to Deliver Recoveries
https://twitter.com/DCGco/status/1696506972781138275?s=20
1:14:28 Bitboy Crypto Boots Bitboy
https://twitter.com/Bitboy_Crypto/status/1696184571279159401?t=R1qQjJ06kpariGkBKzbjrw&s=19
1:17:01 Instadapp Multisig
https://twitter.com/Instadapp/status/1696537797916799035?s=20
1:20:56 Questions From the Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1145795932575760565
https://discord.com/channels/615592155481767941/1058053004705669211/1146193895345111162
1:31:13 Takes of The Week
https://twitter.com/neerajka/status/1346836020927619077?s=46
https://twitter.com/cburniske/status/1695583389167075822?s=20
https://twitter.com/RyanSAdams/status/1696618835518857610?s=20
1:35:29 What Are We Bullish On?
1:39:08 Meme of The Week
https://twitter.com/CryptoCred/status/1696041243061420108
1:40:17 Check out The Daily Gwei!
1:42:00 Moment of Zen
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Joining us today for this deeply technical conversation is RiskZero CEO Brian Retford and Justin Drake. RiskZero is attempting to create a zkEVM for Ethereum that will require such low compute requirements that validators could be run on smart watches and mobile phones.
Moderated by Justin Drake, we take a look at the implications this tech can have on the future of Ethereum.
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS
0:00 Intro
7:47 Validator On Your Smartwatch
12:16 Bandwith Requirements
15:00 Implications for mainnet scaling
18:57 Is This Our Multi-Core Moment?
21:35 What is RiskZero?
27:57 Why Build a zkEVM?
32:00 TLDR Summary
35:42 The 3 Steps To Snarks
41:40 Performance Unlocks
43:59 How close are we to all this?
51:54 How Secure is This?
57:34 Licensing this Tech
59:59 RiskZero Business Model?
1:03:53 What’s Next on The Roadmap?
1:06:15 Core Values of RiskZero
1:07:54 How Does Ethereum Look in 5 Years?
Resources:
The Sci-Fi roadmap to Ethereum: https://www.youtube.com/watch?v=6_NXxcGe7Ts
Brian:
https://twitter.com/BrianRetford
Justin:
https://twitter.com/drakefjustin
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
On today’s episode we brought on repeat Bankless guests, Ben Jones, Co-Founder of Optimism and Creator of Base, Jesse Pollock.
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-superchain
Base! Coinbase’s Layer 2 has almost hit 1 million users in 2 weeks. It has more transactions per second than Ethereum mainnet. Jesse digs into the magnitude of this development. Base chain was built on Optimism’s tech stack. This is just 1 chain of many thousands we’ll see over the coming years. How do we tie them all together? Ben dives into all things Superchain. The Superchain is how we bring 1 billion people onchain.
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS
0:00 Intro
7:42 Base Launch Reflection
9:53 Optimism’s Reflection
11:35 Coinbase x Optimism Collaboration
17:14 OP Stack Incentives
23:43 Base’s Impressive Numbers
26:26 Explaining the Superchain
31:40 Why Join the Superchain?
33:55 The Law of Chains
45:26 The Coinbase Onchain Formula
51:15 Base Part of Optimism Governance
58:40 What About Other L2s?
1:04:56 Optimism Collective’s Fee
1:08:25 The Tech Behind the Superchain
1:13:34 Superchain Timeline
1:15:45 Fault Proofs
1:18:36 Risk Profile of Base
1:22:15 Optimism’s Governance Minimization
1:24:10 Wen Fault Proofs & Stages
1:30:00 How Many Clients Does Optimism Have?
1:33:36 Near Term Focus For Base
1:37:01 Near Term Focus For Optimism
1:38:27 Closing & Disclosures
RESOURCES
Jesse Pollock
https://twitter.com/jessepollak
Ben Jones
https://twitter.com/ben_chain
The Law of Chains
https://gov.optimism.io/t/law-of-chains-v0-1-full-draft/6514
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
WRU 4th Week Of August
🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT
📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS & RESOURCES
0:00 Intro
5:14 MARKETS
7:22 L2 Economics
https://dune.com/niftytable/rollup-economics
https://twitter.com/0xbreadguy/status/1686040103989190656?s=46
14:39 Why Did We Dump?
https://watcher.guru/news/wp-content/uploads/2023/08/TOTAL_2023-08-18_09-54-05.png
16:50 Arthur Hayes Article
https://cryptohayes.medium.com/kite-or-board-64bc45d49931
21:03 Mantle DAO staked 40K ETH
https://twitter.com/LidoFinance/status/1693578509413654990?s=20
24:12 Tornado Cash Case
https://home.treasury.gov/news/press-releases/jy1702
https://www.coincenter.org/new-tornado-cash-indictments-seem-to-run-counter-to-fincen-guidance/
https://twitter.com/NeerajKA/status/1694474067678822410?s=20
https://twitter.com/sethforprivacy/status/1694434785454698979?s=20
https://twitter.com/sethforprivacy/status/1694434807004991545?s=20
https://twitter.com/sethforprivacy/status/1694434795646808118?s=20
https://twitter.com/jchervinsky/status/1694423912321274148?s=20
https://twitter.com/ameensol/status/1694396049430118521?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/ameensol/status/1694736128220483629?s=20
45:45 Coinbase Tornado Cash Lawsuits
https://twitter.com/billhughesdc/status/1692256433818001792?s=46&t=LKBC7Qtm18FnZ380xCF2pA
https://twitter.com/iampaulgrewal/status/1692260842585350334
51:43 Friend.tech continue shaking with CT
https://twitter.com/RyanSAdams/status/1693799871197622344?s=20
https://twitter.com/sassal0x/status/1693803825747107973?s=20
https://twitter.com/moonoverlord/status/1693364919637344535?s=46
https://twitter.com/AutismCapital/status/1693759402908815480?s=20
https://youtu.be/AVZlvnex4Gw?si=7m3COBp9iOe3HXqM
https://twitter.com/ercwl/status/1694157222597521893?s=46
53:18 Is Binance in trouble?
https://www.wsj.com/finance/binance-cryptocurrency-russia-sanctions-ddb948c3
https://twitter.com/Travis_Kling/status/1694042353797824764
58:19 Coinbase and Circle formally melding
https://twitter.com/jerallaire/status/1693719963565969654?s=46&t=iahr7Lh5v08SSM_Ery-bGw
59:05 Dencun Devnet!
https://twitter.com/parithosh_j/status/1691927807230677133?s=20
1:01:08 EigenLayer Updates
https://restaking.nethermind.io/
First Squad Block Proposed
https://twitter.com/trustlessstate/status/1694511259020837036?s=46
Scroll Entering Beta
https://twitter.com/Scroll_ZKP/status/1692194581918745066?s=20
Farcaster news
https://twitter.com/dwr/status/1691480693443108864?s=20
https://twitter.com/dwr/status/1694020862545109272?s=46
OP Stack Encrypted Mempool
https://twitter.com/project_shutter/status/1693986910795186647?s=20
Airdrops
https://blog.connext.network/announcing-the-next-airdrop-be764b1c548
https://imgur.com/Je2IGRB
https://earni.fi/account
Starkware Stone
https://twitter.com/StarkWareLtd/status/1693991491713261809
Fire Wallet Released
https://twitter.com/_joinfire/status/1691847167382618455?s=20
Balancer Hacked
https://twitter.com/Balancer/status/1694014645378724280
NFT Stuff
https://twitter.com/punk9059/status/1693357671850688809?s=46
Bitcoin stuff
https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-sentenced-prison-first-ever-digital-asset-insider
https://www.bloomberg.com/news/articles/2023-08-17/sec-said-to-be-poised-to-allow-us-debut-of-ether-futures-etfs-eth#xj4y7vzkg
https://twitter.com/EricBalchunas/status/1692314639235735836?s=20
https://twitter.com/CoinDesk/status/1693989173106266413?s=20
Releases
https://twitter.com/RiscZero/status/1694047369028059218
Takes of the Week
https://twitter.com/RyanSAdams/status/1694705374941560893?s=20
What are you bullish on?
https://twitter.com/hildobby_/status/1694357014086815757?s=20
MEME of the Week
https://twitter.com/BoysClubWorld/status/1694446626591363150/photo/1
Moment of ZEN
https://twitter.com/Permissionless/status/1693355946779812009?s=20
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Friend.tech has dominated the crypto landscape as of late and it’s now breaking out into multiple mainstream non-crypto audiences. Should we pat ourselves on the back? Or do we need to more carefully reflect on the consequences of this new financialized social application?
Ryan and David give their raw thoughts on these questions and much more.
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📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS & RESOURCES
0:00 Intro
5:28 RSA’s survey
https://twitter.com/RyanSAdams/status/1693799871197622344
6:15 Sassal’s take
https://twitter.com/sassal0x/status/1693803825747107973
9:00 How friend.tech works
13:00 Is anyone using friend.tech?
https://imgur.com/uLOTIYB
15:10 Non-crypto influencers using friend.tech
https://imgur.com/iq0lwlS
https://www.bankless.com/can-friend-tech-go-mainstream
17:00 Anti-friend.tech takes
https://twitter.com/AutismCapital/status/1693759402908815480
https://twitter.com/RyanSAdams/status/1693977201618653260
This is a glimpse of a brand new SocialFi stack!
https://twitter.com/nnnnicholas/status/1691591282395619686
37:00 David’s friend.tech conclusion (as of today)
43:52 Market Maximization & Financialization
45:31 Net Good vs. Net Bad?
49:53 Meme of the episode
51:31 Sleeping Dragon
52:46 Closing & Disclosures
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
FULL ARTICLE HERE:
https://www.bankless.com/the-last-crypto-cycle
Is crypto entering its last market cycle before its mature era begins?
For today's take, David makes the case that crypto will always have a Wild West, yet there are signs all around us that the ecosystem is trending toward being more dependable and safer. In other words? Crypto's growing up!
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📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
On the show today, we’re bringing Vance on to talk about S M E L L. Not an odor, but instead 5 different assets. The FAANG of Crypto?
We walk through all 5 assets and talk about the merits of each, along with the other subjects running around the current crypto meta.
Let Vance loop you into what he thinks is worth paying attention to.
🏹 Airdrop Hunter is HERE, join your first HUNT today
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📣 SAFE CORE | Smart Wallet Infrastructure
https://safe.global/core
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
CHAPTERS
0:00 Intro
06:37 Takes on Friend.Tech
13:02 Good Or Bad For Crypto?
17:40 The SocialFi Narrative
20:17 S.M.E.L.L
23:23 Synthetix
27:55 Maker
35:34 Ether
41:26 Lido
47:10 ChainLink
50:48 Can They Outpace ETH?
56:35 Where's Uniswap
59:22 Solana?
1:01:29 Closing and Disclaimers
RESOURCES
Vance Spencer
https://twitter.com/pythianism
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
David Marcus started a company that was acquired by PayPal, he then became President of PayPal (running the company), then he joined Facebook as VP of the Messenger app, and that’s when he started Facebook’s Libra project. Currently, he’s the CEO and Co-founder of Lightspark, a company that builds out Bitcoin Lightning tech.
✨ DEBRIEF | Ryan & David unpacking the episode:
https://www.bankless.com/debrief-david-marcus
From whitepaper to being summoned in front of Congress in 3 weeks…what really happened to Facebook’s stablecoin endeavors and what can we learn from it?
This episode is a post-mortem of Facebook’s highly ambitious crypto project from 2019. They tried to build a stablecoin but the U.S. government stopped it.
Topics covered in today’s episode:
1) Facebook’s Libra project…why did it fail? Who tanked it? The U.S. gov? The banking lobby? Why can’t the West seem to innovate its banking systems?
2) Why SuperApps won’t work?
3) Why our David Marcus thinks the money layer of the internet will be built on crypto…but more specifically…on Bitcoin!
TIMESTAMPS
0:00 Intro
7:20 The Libra Project
9:10 Facebook’s Involvement
9:59 Super App Thesis
12:05 Getting Government Approval
14:39 Messaging & Payments Intersection
16:45 Releasing the White Paper
18:05 Libra’s Government Reaction
19:50 Summoned to Congress Experience
21:25 U.S. Crypto Competition
25:40 Government Money Power Structure
30:00 FedNow
42:40 Will Twitter/X Become a Super App?
48:18 Bear Case for Super App
51:42 Lightspark
54:35 Bitcoin vs. Stablecoins
58:15 Why Lightning Uses Bitcoin
1:06:25 Bitcoin vs. Ethereum
1:11:37 The Future in 5-10 Years
1:14:40 Closing & Disclaimers
RESOURCES
David Marcus
https://twitter.com/davidmarcus
Lightspark
https://twitter.com/Lightspark
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
David speaks with Anthony from the Daily Gwei about the current crypto meta, price swings, and emerging narratives from around the Ethereum sphere.
🏹 Airdrop Hunter is HERE, join your first HUNT today
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
RESOURCES
Anthony Sassano
https://twitter.com/sassal0x
Daily Gwei
https://twitter.com/thedailygwei
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
WRU 3rd Week Of August
🏹 Airdrop Hunter is HERE, join your first HUNT today
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS & RESOURCES
0:00 Intro
3:46 MARKETS
4:52 L2 Beat Check
https://l2beat.com/scaling/summary
5:44 US GDP Aint Bad
https://www.reuters.com/markets/us/atlanta-fed-model-lifts-us-third-quarter-gdp-view-58-2023-08-16/
8:38 Base Activity UP
https://l2beat.com/scaling/projects/base
13:51 Permissionless Party!
https://media.discordapp.net/attachments/1141000052253397112/1141127988935655485/BK_invite.jpg?width=1620&height=2096
18:00 Friend.Tech
https://twitter.com/BanklessHQ/status/1690137625414569986?s=20
https://twitter.com/_ThePinkyToe/status/1691818070317081080?s=20
https://twitter.com/0xfoobar/status/1689961952007561216
24:36 FriendMEX
https://friendmex.com/
https://twitter.com/nnnnicholas/status/1691591282395619686?t=aB2QdT8F3LV0pNh1rZCCDA&s=19
31:31 SEC vs. Coinbase
https://dailyhodl.com/2023/08/14/blockchain-association-supports-coinbase-in-amicus-brief-filing-says-sec-short-circuiting-legislative-process/
https://twitter.com/MetaLawMan/status/1690355411373772800
35:36 SBF In Jail
https://storage.courtlistener.com/recap/gov.uscourts.nysd.590939/gov.uscourts.nysd.590939.200.0.pdf
https://finance.yahoo.com/news/the-existence-is-pretty-bleak-the-harsh-conditions-sam-bankman-fried-will-face-behind-bars-202511231.html
https://twitter.com/MetaLawMan/status/1691200324269228032
41:37 Fraud Proofs! Do they matter?
https://twitter.com/MattFiebach/status/1691600391635427360?s=20
https://twitter.com/koeppelmann/status/1690395159538634753?s=20
https://twitter.com/DCbuild3r/status/1691610447663735288?s=20
50:21 Gitcoin partnered with Shell
https://twitter.com/gitcoin/status/1691092823872073728
https://imgur.com/ekdl7LP
https://twitter.com/owocki/status/1691488210315288576
54:56 CoW Swap releases TWAP orders
https://twitter.com/CoWSwap/status/1692152855694803112?s=20
56:07 Visa testing onchain payments
https://twitter.com/digitalmustafa/status/1689741716084215809?s=20
58:24 Argentina's Pro Crypto Candidate
https://www.thestreet.com/cryptocurrency/argentina-pro-bitcoin-candidate-javier-milei
1:00:05 Donald Trump's Crypto Wallet
https://twitter.com/ArkhamIntel/status/1691875444809781337?s=20
1:01:59 3AC in trouble again
https://twitter.com/CoinDesk/status/1691791478815641859?s=20
1:03:38 Bankless Airdrop Hunter!
https://bankless.cc/JoinYourFirstHUNT
1:09:26 BitGo Raises
https://www.coindesk.com/business/2023/08/16/bitgo-raises-100m-after-scrapping-prime-trust-deal-bloomberg/
1:12:35 Questions from the Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1138917318899027988
1:17:54 Takes Of The Week
https://twitter.com/pythianism/status/1690106630610829312?s=46
1:20:10 What Are We Bullish On
1:25:21 Meme Of The Week
https://twitter.com/josephdelong/status/1691961456491639022?s=20
1:26:40 Outro and Disclosures
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Welcome to David's takes. A new format with David and RSA where we explore David's weekly articles in 30 minutes or less.
This week, we’re diving into one gigantic metaphor. Ethereum as a reserviour of liquidity. So sit back, relax, and enjoy "A Hitchhiker's Guide to Riding an MEV Bot".
Read David's article here: https://www.bankless.com/a-hitchhikers-guide-to-riding-an-mev-bot/
If you're looking for a more technical explanation check out our recent episode with Dan Robinson: https://youtu.be/h4gzZib0j48
🏹 Airdrop Hunter is HERE, join your first HUNT today
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap%E2%81%A0
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
TIMESTAMPS
0:00 Intro
1:00 Why did David Write This?
6:17 A Reserviour of Liquidity
9:25 The Ships Metaphor
13:36 Offchain Signed Orders
17:17 Intents
22:07 Dutch Auctions
24:06 Impications Of This?
28:25 How This Impacts Bridges
30:30 What's Left To Unpack?
33:15 Closings And Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode, we delve into the world of DeSci, or Decentralized Science, which serves as a bridge between technologies like Synthetic Biology, Longevity, and Ethereum. DeSci aims to revolutionize the current scientific system, highlighting its flaws such as friction, corruption, and outdated practices. By utilizing blockchain technology, DeSci seeks to improve scientific institutions and processes.
The conversation with pioneers Boris Dyakov and Mikey Fischer sheds light on the vast potential of DeSci and its ability to transform scientific progress. It goes beyond mere improvement, presenting a paradigm shift in the way science is conducted. The second conversation with Alok Tayi of VibeBio illustrates a fascinating use case for using DeSci to solve diseases that are underserved in TradSci.
DeSci envisions open and modular scientific data, akin to the accessibility of financial tools in the blockchain world. Additionally, the emergence of DAOs in DeSci brings opportunities for capital allocation and funding clinical trials. Join us on this exploration of the frontier of Scientific Progress, where traditional and decentralized science collide.
Timestamps
0:00 Intro
1:30 Scientific Progress
5:30 BORIS & MIKEY
8:50 Overcoming TradSci
13:00 Open Science
16:25 VitaDAO
19:00 What is DeSci?
23:23 Bullish on Science
28:30 Onboarding Scientists
34:00 The New Infrastructure
35:00 AI and Science
43:00 ALOK TAYI
44:10 Vibe Bio
47:00 The Long Tail of Disease
52:00 Inflection Points
54:00 Solving Disease
59:45 The Power of DAOs
1:07:45 Governance and Structure
1:11:30 The Crypto Value Add
1:14:00 Regulation
1:19:00 A New Primitive
Resources
Boris Dyakov
https://twitter.com/BJ_Dyakov?s=20
Mikey Fischer
https://twitter.com/0xMikeyF?s=20
Alok Tayi
https://twitter.com/aloktayi?s=20
DeSci Ethereum Foundation
https://ethereum.org/en/desci/
Gitcoin DeSci Fund
https://bounties.gitcoin.co/grants/5105/the-decentralized-science-community-fund
Vibe Bio
https://www.vibebio.com/
Not financial or tax advice. Bankless content is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this newsletter to products we use. We may receive commission if you make a purchase through one of these links. Additionally, the Bankless team hold crypto assets. See our investment disclosures here.
In today’s podcast, Justin Drake and Tim Beiko help us explore Ethereum's uncharted roadmap.
You know about EIP-4844. You know about Proposer-Builder Separation. But the Ethereum roadmap does not stop there. It continues! Each component of the Ethereum roadmap has deeper frontiers than what you may be familiar with. 4844, PBS, these are just the first stops on a longer track of Ethereum’s Sci-Fi roadmap.
Other areas Justin, Tim, and David explore statelessness, how VCs are subsidizing Ethereum L1 R&D efforts, enshrined rollups, how all of this stuff leads to Ethereum needing fewer and fewer honest actors to work trustlessly, what quantum computing has to do with the Ethereum roadmap, trustless mempools and so much more.
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
5:50 Ethereum Roadmap Completion
8:30 Immediate Dev Priorities
9:50 Danksharding & Rollups as 1st Class Citizens
11:50 Why Prioritize L2s
14:50 Snarkifying the EVM
17:39 Enshrined Rollup Use Cases
20:00 EVM to zkEVM
24:48 Summary So Far
27:15 EIP-4844
28:25 Proposer-Builder Separation
37:37 MEV Burn
40:38 Statelessness
43:33 Cryptography vs. Crypto Economics
45:00 Quantum Mechanics
50:25 Statelessness Ethereum Unlock
53:10 Cryptography & Sustainability
55:55 Closing & Disclaimers
RESOURCES
Justin Drake
https://twitter.com/drakefjustin
Tim Beiko
https://twitter.com/TimBeiko
Ethereum Discord
https://discord.gg/CetY6Y4
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Today on the Pod, we're discussing Why VCs Suck. And who better to answer that question than VCs themselves?
We're joined by Nick Tomaino and Richard Chen of 1Confirmation to discuss the role of VCs in crypto, the outlook on the markets, and how retail should prepare for the next cycle.
✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-1conf
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
Timestamps
0:00 Intro
6:00 Nick and Richard from 1Conf
7:20 The Price Cycle
11:50 The Signal Cycle
15:55 Tourist vs Purist
20:00 Why Do VCs Suck?
28:15 Raising vs Returning
32:40 How Transparency Shapes Crypto
38:30 VC Report Card
43:45 Holding Retail Accountable
48:30 Advice for Retail
51:15 How to Not Be Exit Liquidity
59:00 Should We End VCs?
1:03:10 How 1Conf Works
1:07:40 Crypto Native VCs
1:12:30 Looking to the Next Cycle
1:17:08 Prediction Markets
1:20:00 Crypto is Ready
1:24:00 Actually Using Crypto
1:28:20 L2s vs Alt L1s
Resources
Nick Tomaino
https://twitter.com/NTmoney?s=20
Richard Chen
https://twitter.com/richardchen39?s=20
1confirmation
https://www.1confirmation.com/
Richard's Article
https://showerthoughts.substack.com/p/thoughts-on-the-current-crypto-vc
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
In this video, we delve into the frontier of longevity and the pursuit of living forever. The discussion of longevity sparks different reactions among people, with some rejecting the idea outright, deeming it unnatural or immoral.
At Zuzalu, two distinct groups emerged—the Health and Wellness tribe, focused on healthy lifestyles, and the longevity tribe, resembling crypto enthusiasts, passionately researching the silver bullet for eternal life.
We explore the two conversations of slowing down aging and accelerating rejuvenation, with a particular focus on the latter. Interviews with Patrick Linden, author of "The Case Against Death," Sergio Ruiz, an epigenetic reprogramming expert, and Michael Greer, founder of the Humanity app, shed light on the socio-cultural reactions, DNA reprogramming, and AI-driven longevity scoring.
While the pursuit of longevity faces regulatory challenges, its potential to eliminate diseases and revolutionize healthcare holds transformative power. The quest for extended health spans offers tremendous benefits for humanity's future.
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS:
0:00 Intro
1:30 Wellness vs Longevity
7:00 PATRICK LINDEN
9:30 The Pursuit of Immortality
12:30 We Want Choice
16:30 How Long Would You Live?
23:20 Now is the Time
27:00 Health is Longevity
33:30 Increasing Healthspan
36:30 The Case Against Death
41:40 How to Not Die
46:00 SERGIO RUIZ
48:45 Healthspan and Lifespan
52:50 Longevity Research
57:45 Epigenetic Reprogramming
1:05:30 Feeling Young
1:09:30 Longevity Escape Velocity
1:14:30 Challenges and Obstacles
1:18:30 The Economic Case
1:28:00 MICHAEL GEER
1:31:50 A Billion Years of Health
1:38:45 Utilizing Technology
1:43:45 Using AI for Health
1:46:15 Good Metrics to Track
1:52:00 Defining Health
1:55:00 The Humanity App
2:01:30 More Users, More Wearables
2:08:45 Get Healthier
RESOURCES:
Patrick Linden
https://twitter.com/DrPatrickLinden?s=20
Sergio Ruiz
https://twitter.com/Sergio_A_Ruiz?s=20
Michael Geer
https://twitter.com/Geeria?s=20
The Case Against Death
https://mitpress.mit.edu/9780262543163/the-case-against-death/
VitaDAO
https://www.vitadao.com/
Animal Free Precision Medicine
https://www.afpm.bio/
Humanity App
https://www.humanity.health/
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup
Second Week of August, 2023
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
2:37 MARKETS
4:07 Layer 2 TVL
https://l2beat.com/scaling/summary
15:42 DAI Savings Rate
https://twitter.com/RuneKek/status/1688235137178509312?s=20
19:26 Coinbase Q2 Earnings
https://twitter.com/ramahluwalia/status/1687268549797019648?s=20
24:28 Paypal Launches Stablecoin
https://etherscan.io/token/0x6c3ea9036406852006290770bedfcaba0e23a0e8
https://twitter.com/0xCygaar/status/1688592430315036672?s=20
https://twitter.com/sassal0x/status/1688716600294383616?s=20
https://twitter.com/RyanSAdams/status/1688586469370216450?s=20
34:32 Base Kicks off Onchain Summer!
https://twitter.com/BuildOnBase/status/1689321221715017728
https://www.geckoterminal.com/dex-rankings
https://l2beat.com/scaling/projects/base
https://dune.com/tk-research/base
40:31 Vitalik and Jesse At Permissionless
https://twitter.com/Permissionless/status/1687130264089042945?s=20
42:25 Arbitrum Releases BOLD
https://twitter.com/offchainlabs/status/1687137574052143116?s=46
https://twitter.com/terencechain/status/1689025407499345920?s=20
https://www.youtube.com/live/4yzPYr5HRfU?feature=share
47:31 Polygon Vs zKSync
https://mirror.xyz/0x70DF15b0208eFCeFaA541Da9A0ED6C4A884554Fc/gNi8coqXjd1ybFsQBAG7QARUkPHZECu7ihIRkpiVx2Y
https://twitter.com/gluk64/status/1687263207860166656?s=20
49:31 Is Curve Gonna Make it?
https://etherscan.io/address/0x9e2b6378ee8ad2a4a95fe481d63caba8fb0ebbf9
https://etherscan.io/tx/0x23c4799784c91023204bd68a94ec7a963486f2485dc43c13d8b804d5301b8041
https://twitter.com/CurveFinance/status/1688221472815284224?s=20
https://twitter.com/lookonchain/status/1687294816890347520
54:28 Fantom Becoming a Layer 2?
https://www.theblock.co/post/243220/fantom-optimistic-rollups-ethereum
56:11 Hacker Hotline
https://twitter.com/samczsun/status/1688613385565528064
58:03 NFT Stuff
https://twitter.com/sandeepnailwal/status/1689187495190069250?s=20
1:00:49 Is Biden a Bitcoin Maxi?
https://twitter.com/joebiden/status/1687120734793986048?s=46
1:01:46 Huobi Insolvency
https://twitter.com/WuBlockchain/status/1687764670340591618
1:02:45 Gary Pivots to AI
https://www.bloomberg.com/news/articles/2023-08-03/sec-chairman-gary-gensler-discusses-the-risks-to-finance-in-ai
1:03:59 This is Just Weird...
https://www.cnbc.com/2023/07/21/ftx-lobbyist-tried-to-buy-island-nauru-create-superspecies-lawsuit.html
1:05:06 Wallets 2.0
https://twitter.com/goldfinch_fi/status/1688961804515647488
1:08:05 Turnkey
https://twitter.com/turnkeyhq/status/1688910588246933509
1:08:35 RAISES
https://medium.com/@puffer.fi/a-push-for-decentralization-puffer-finance-raises-5-5m-to-redefine-liquid-eth-staking-936a61b750f7
1:12:57 Questions From The Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1138316265962876988
1:15:50 Takes Of The Week
https://twitter.com/davidfbailey/status/1689051629146767360?s=46
https://twitter.com/dankrad/status/1689634128101310464?s=20
https://twitter.com/TrustlessState/status/1687448061860003840?s=20
https://twitter.com/TrustlessState/status/1687609256269230080?s=20
1:21:43 What Are We Bullish On?
1:25:53 Meme Of The Week
https://twitter.com/divine_economy/status/1689650898975481856?s=20
1:26:39 Disclosures
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless hasn’t had the most coverage of Solana, the network, and SOL, the asset, but in this episode that changes. Our guest, Austin Federa is Head of Strategy at the Solana Foundation and is the host of the Validated podcast.
David was recently a guest on Austin’s podcast where they went back and forth on some of the cultural and philosophical differences between the Solana and Ethereum projects. Today is a continuation of that episode.
Despite some differences in community perspectives, Austin brings a fresh perspective on the design philosophy that relates Solana the network to SOL the asset and so much more.
🏹 Airdrop Hunter is coming soon! Become a Citizen for full access:
https://bankless.cc/HuntersGonnaHunt
📣 STADER LABS | ETHX LIQUID STAKING
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
6:50 Programmable SOL Values
8:10 SOL’s Story Arc
12:25 SOL’s Architecture & Utility
17:30 SOL’s Economic Sustainability Model
19:20 SOL’s Triple Point Asset Thesis
25:15 Solana’s LSDs
28:48 Solana’s MEV Philosophy
33:56 End Game of Solana MEV
40:00 Ethereum vs. Solana
50:00 Market Cap, Values, & Layers Debate
1:00:15 Closing & Disclaimers
RESOURCES
Austin Federa
https://twitter.com/Austin_Federa
157 - Will Solana Make It with Anatoly Yakovenko
https://youtu.be/zlx64JjXlgQ
Solana is Launching a Phone? | Co-Founders Anatoly & Raj
https://youtube.com/live/9wfNeVTtBz0
The Philosophy of Ethereum According to Bankless' David Hoffman
https://solana.com/validated/episodes/the-philosophy-of-ethereum-according-to-bankless-david-hoffman
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. See our investment disclosures here:
https://www.bankless.com/disclosures
What did the Arbitrum L2 just unlock with its BOLD release? What stage of L2 is Arbitrum in? What is next for decentralizing the Arbitrum stack? We brought on Ed Felten and Raul Jordan to help answer these questions and much more.
Ed Felten is a Co-Founder of OffChain Labs, the organization that created Arbiturm.
Raul Jordan is one of the Co-Founders of Prysmatic Labs, the Ethereum consensus client which not too long ago got acquired by Offchain Labs.
🏹 Airdrop Hunter is coming soon! Become a Citizen for full access:
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📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
7:30 What is BOLD?
9:20 Are L2s Decentralized?
19:30 BOLD Timeline
23:40 What Does BOLD Solve?
27:15 How Does BOLD Work?
31:35 Why Use BOLD?
38:00 Shared Sequencing
42:30 Why Was BOLD Hard to Build?
48:50 Will BOLD Be Open-Source?
50:00 Are L2s Secure?
52:30 Staking $ARB
1:00:20 Arbitrum's New Tech
1:03:50 Ethereum's Overarching Roadmap
1:06:30 Closing & Disclaimers
RESOURCES
BOLD, Permissionless Validation for Arbitrum Chains
https://offchain.medium.com/bold-permissionless-validation-for-arbitrum-chains-9934eb5328cc
Ed Felten
https://twitter.com/EdFelten
Raul Jordan
https://twitter.com/rauljordaneth
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Lido has over 30% ETH staked. Should we be alarmed? Joining us is Hasu to shed some light on this question.
In this wide ranging interview we discuss the State of Staking, the state of Lido, Idealist vs Pragmatics and asking the question - is Lido's reputation unfair?
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
4:34 Is Lido's Perception Unfair?
9:08 Is Lido Too Big To Fail?
15:57 What Can An Entity Do With 33%?
21:27 TLDR Recap and Overview
24:11 When Does Lido Risk Become Systemic
32:54 Lido Is Not One Entity
36:40 Node Operators vs DAO
41:19 LDO Governance
49:39 Is Lido Forkable?
52:37 The Path To 5,000 Operators
58:46 Distributed Validator Technololgy
1:08:16 Addressing The Critics
1:17:31 The Staking Social Layer
1:24:40 Is Lido Treated Unfairly?
1:26:47 Can We Keep Ethereum Decentralized?
1:30:07 Risks and Disclaimers
Resources
Hasu on Twitter: https://twitter.com/hasufl
Uncommon Core v2: https://www.ucc2.xyz/
Hasu last on Bankless: https://youtu.be/1qqkoGatPdE
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup
First Week of August, 2023
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
3:40 MARKETS
5:45 25m ETH Staked
https://twitter.com/ultrasoundmoney/status/1686670146427813888
6:40 US Debt Crisis
https://twitter.com/stackhodler/status/1686276924773982208
https://www.cnbc.com/2023/08/01/fitch-downgrades-us-long-term-ratings-to-aa-from-aaa.html
https://twitter.com/LukeGromen/status/1686516760680214528
https://www.linkedin.com/pulse/whats-happening-economy-great-wealth-transfer-ray-dalio/
16:10 Tether T-Bills
https://twitter.com/paoloardoino/status/1685993811774738432
https://twitter.com/collins_belton/status/1686084175697211392?s=20
20:00 Curve Exploit
https://twitter.com/CurveFinance/status/1685693202722848768
https://twitter.com/BanklessHQ/status/1685829565158162432
https://twitter.com/BanklessHQ/status/1685829579334938624?s=20
https://twitter.com/autismcapital/status/1686251750632853504
https://twitter.com/DefiIgnas/status/1686323974563909632?s=20
https://twitter.com/MilkRoadDaily/status/1686422244594012179?s=20
Learn More:
https://twitter.com/BanklessHQ/status/1686190496019017730?s=20
https://www.youtube.com/live/I1bVLQdUkMw
24:20 BASE Mainnet Launch
https://twitter.com/coinbase/status/1687087044579966976
https://twitter.com/MacnBTC/status/1685589663963078656?s=20
https://pbs.twimg.com/media/F2XvGTsXwAAm9SW
https://twitter.com/notEezzy/status/1685994199819190272?s=20
29:00 SBF Conspiracy Theory
https://twitter.com/hype_eth/status/1686126115947941890
https://twitter.com/ryansadams/status/1686148330139639808
https://twitter.com/FrankResearcher/status/1686184372485976065?s=20
32:00 Passing Arbitrum
https://twitter.com/TheDeFinvestor/status/1685962819051675648
https://twitter.com/westiecapital/status/1686417439372812288
https://twitter.com/sassal0x/status/1686194472689000448
34:55 SEC Sues Richard Heart
https://twitter.com/SECGov/status/1686042971190272000?s=20
https://www.sec.gov/news/press-release/2023-143
https://imgur.com/saLUKNd
https://twitter.com/TrustlessState/status/1686687165575520256?s=20
https://twitter.com/ercwl/status/1686491323908452353?s=20
37:20 Uniswap Delisting HEX?
https://coinmarketcap.com/headlines/news/uniswap-delists-hex-token/
45:00 3AC No Longer US Citizens
https://www.theblock.co/post/242675/3ac-co-founder-says-us-court-can-no-longer-tell-him-what-to-do
46:30 Justice…?
https://twitter.com/TrustlessState/status/1687086457075236864?s=20
48:20 Richard Heart Documentary
https://twitter.com/ercwl/status/1686491323908452353?s=20
51:15 Binance vs DOJ
https://www.semafor.com/article/08/02/2023/us-prosecutors-worry-binance-charges-could-cause-run-on-exchange
https://twitter.com/cz_binance/status/1686757050464813056?s=20
https://twitter.com/NoelleInMadrid/status/1686808699904344082
54:24 Ethereum’s Birthday and Futures
https://twitter.com/LefterisJP/status/1685577856502382592?s=20
https://twitter.com/RyanSAdams/status/1685672504616968192?s=20
https://twitter.com/EricBalchunas/status/1686510111123030016
https://twitter.com/DegenSpartan/status/1686563092061462528
57:30 EIP1559
https://twitter.com/ultrasoundmoney/status/1686419775868620820
https://dune.com/arixon/mev-burn
59:10 MetaMask Staking MATIC
https://twitter.com/metamask/status/1684263257450610697
1:00:55 EIP 6968
https://twitter.com/owocki/status/1683916090831937538
1:03:22 Celo Temp Check
https://twitter.com/marek_/status/1685982906655662081?s=20
1:03:50 Worldcoin Contd
https://twitter.com/ercwl/status/1684939802083282944?s=46
https://twitter.com/koeppelmann/status/1686318014034026496?s=46
1:06:50 Microstrategy BTC
https://twitter.com/stackhodler/status/1686633880051200000
1:07:50 DCG Bankruptcy Agreement
https://www.theblock.co/post/242350/dcg-says-its-close-to-reaching-agreement-on-genesis-chapter-11-appoints-new-cfo
1:10:00 Questions from the Nation
1:16:45 Important to Internalize
https://twitter.com/pythianism/status/1684981202275667968
1:19:45 Bull Market Starting
https://twitter.com/TrustlessState/status/1686671529768079360?s=20
1:20:00 What David’s Bullish On
1:25:00 What Ryan’s Bullish On
https://twitter.com/ryansadams/status/1686428210991419402
1:27:15 Vitalik’s Take
1:28:45 MEME of the Week
https://twitter.com/pseudotheos/status/1685743250127433728
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Dan Robinson is GP and Head of Research at Paradigm. He, over the years, has done a lot of deep thinking about markets, auctions, and liquidity in DeFi, with a particular focus on Uniswap and Uniswap V3. Recently, Uniswap Labs released UniswapX, a new dutch auction mechanism, that Dan thinks changes the meta for swapping assets in DeFi, MEV, chain interoperability, and much more.
The last time Dan was on Bankless was September 2020…almost 3 years ago! If you have ever heard Ryan or I say the phrase “Ethereum is a dark forest”...it came from that episode.
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
6:00 Why UniswapX is Needed
11:09 What’s New About UniswapX?
14:00 Intents
16:25 The Magic Behind MEV Reduction
20:00 Order Flow Auctions
26:25 It’s Still Early
33:05 Who Are the Nanobots?
37:42 How Rollups Will Change
42:22 How Bridges Will Change
49:55 UniswapX Complements Uniswap v4
53:30 What Uniswap v4 Do for LPs?
59:15 LPing with Uniswap v4 vs. v3
1:04:11 Uniswap’s App Layer & Yields
1:06:05 Why Be Excited About Suave
1:09:55 Closing & Disclaimers
RESOURCES
Dan Robinson
https://twitter.com/danrobinson
https://twitter.com/danrobinson/status/1681061703818305536
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
A special mid-week episode is in order as we discus the string of events that led to one of the largest risks DeFi has faced in a long time.
What happened to Curve, what's at risk, and what can we learn from all of this?
🚀Join Ryan & David at Permissionless II in September.
https://bankless.cc/GoToPermissionless
📣 STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
7:23 EVM Exploit Explained
13:21 MEV Bot Sidequest
18:21 CRV Contagion
23:43 A lesson In Leverage
(CORRECTION: The address that exploited the CRV/ETH pool controls .082% of the circulating supply, not the 8% accidentally mentioned in this segment.)
31:43 The OTC Bailout
35:43 Buying Mansions On Leverage
41:43 Second Order Risks
47:43 Who is to Blame?
53:43 Are we in the Clear?
56:43 Lessons Learned
1:01:43 Risks and Disclaimers
RESOURCES
DeFi's Contagion Curveball
https://www.bankless.com/defi-contagion-curveball
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode, we explore the frontier of crypto in Africa and the immense potential for both the continent and the crypto industry. Africa has a unique ability to leapfrog technologies, just as it skipped landlines and embraced cell phones. The dialogue revolves around crypto adoption in Africa and a network state project called Afropolitan, which aims to build an Afro-centric digital nation.
Yoseph Ayele discusses the opportunities that Web3 can provide in terms of financial stability, access, identity services, and credit facilities for Africa. He believes that Africa will be the first to reach a billion Web3 users. Eche Emole shares insights on Afropolitan, highlighting the project's focus on crypto, network states, and the creation of Afro-centric hubs worldwide.
Both guests express unwavering optimism and articulate the transformative power of these developments. This engaging and enjoyable discussion sheds light on Africa's trajectory in the crypto landscape and the potential for uplifting individuals and communities.
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https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
Timestamps
0:00 Intro
1:20 Goosebumps
5:15 YOSEPH AYELE
7:55 Why Africa Needs Crypto
15:15 Bringing Infrastructure
18:40 Stablecoins and Trust
22:20 Global Crypto Culture
28:00 Providing Essential Services
32:30 Adoption in Africa
37:00 Leapfrogging Technology
42:00 Becoming Borderless
47:45 Raising a Fund
53:00 ECHE EMOLE
55:00 Afropolitan
1:00:00 Africa is Primed
1:09:15 The Afropolitan Roadmap
1:15:45 Redrawing the Maps
1:19:30 Diaspora
1:28:45 The Team
1:33:05 Hope for Crypto
Resources
Yoseph Ayele
https://twitter.com/yosephayele?s=20
Afropolitan
https://twitter.com/afropolitan?s=20
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
What would it look like to create a new country using crypto as a coordination technology?
Join us today as Chika and Eche from Afropolitan detail their plan to begin with an NFT PFP project and end up with a country.
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🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
9:05 Starting a New Country
12:35 Public Perception Of The Idea
14:23 The Nation State Has Failed In Africa
16:49 What Was The Berlin Conference?
19:56 Defining Diaspora
25:43 Explaining Network States
29:52 The Solutions a Network State Provides
32:40 Giving Africans A Voice
38:44 How To Reach Afropolitan Endgame
43:45 How an NFT PFP Project Fits In
53:39 Phase 2 And Beyond
1:00:32 A Competitor To The Nation State
1:05:51 Acquiring Legitimacy
1:12:00 How Does Crypto Fit Into This Picture?
1:15:46 The Afropolitan Currency
1:18:22 Are Eche and Chica About That Life?
1:21:29 Long Term Bull Case
1:26:58 Outro + Risks and Disclaimers
RESOURCES
Eche:
https://twitter.com/Echecrates
Chika:
https://twitter.com/ChikaUwazie
Balaji's Episode on Network States:
https://youtu.be/NEoxETtJ67Q
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
FULL ARTICLE HERE:
https://www.bankless.com/david-ethcc-2023
Every single year, EthCC gets a bit bigger, a bit more organized, and way more productive. The signal from EthCC this year was particularly strong!
EthCC is a unique conference. It’s one of the oldest and most well-run Ethereum conferences that we have. So here we are, post-EthCC 2023. The noise of the bull market is behind us. The tourists are gone and only the settlers remain.
So… where are we now, halfway through 2023? With EthCC offering such a strong checkpoint in the arc of Ethereum and crypto broadly, I’ve taken a moment to take stock of my main reflections and takeaways from the endless supply of conversations at EthCC 2023.
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https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 EthCC 2023
https://www.bankless.com/david-ethcc-2023
5:50 Protocols are Commodities
https://twitter.com/CelestiaOrg/status/1682691554626994176?s=20
10:00 Protocols are Verticals
https://twitter.com/danrobinson/status/1681061703818305536?s=20
17:00 Focus on Consumers
https://twitter.com/BanklessHQ/status/1683265848612618240
22:15 Modular Summit
https://twitter.com/modular_summit/status/1682790128199008261?s=20
24:00 Bankless IRL
https://bankless.cc/GoToPermissionless
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Bankless Weekly Rollup
4th Week of July 2023
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
3:45 MARKETS
4:40 NASDAQ
https://imgur.com/fN35vka
5:00 Recession Interest Rates
https://www.reuters.com/markets/rates-bonds/fed-poised-hike-rates-markets-anticipate-inflation-endgame-2023-07-26/
https://www.bloomberg.com/news/live-blog/2023-07-26/fomc-rate-decision-and-fed-chair-news-conference
7:35 Stock Market Takes
https://twitter.com/biancoresearch/status/1684279348709281792?s=20
https://twitter.com/RyanSAdams/status/1684571357613543424?s=20
https://twitter.com/salmoncreek7/status/1684574718232518661?s=20
12:00 BTC Hodlers
https://twitter.com/glassnode/status/1683401299956465665
14:45 Layer 2 Wars
https://twitter.com/artemis__xyz/status/1684549320979419137
https://l2beat.com/scaling/summary
20:10 Worldcoin Launch
https://twitter.com/sama/status/1684297687708098565
https://twitter.com/worldcoin/status/1683372181428793344/photo/1
24:35 WLD Token
https://www.coingecko.com/en/coins/worldcoin
26:25 Vitalik’s Worldcoin Thoughts
https://vitalik.eth.limo/general/2023/07/24/biometric.html
30:40 Worldcoin Controversy
https://imgur.com/IoWpAVh
https://twitter.com/LefterisJP/status/1683457277477437442
https://twitter.com/zachxbt/status/1683512389105229825?s=20
https://twitter.com/resistancemoney/status/1677259644321005568
36:25 Proof-of-Personhood
https://twitter.com/RyanSAdams/status/1683824355178946562?s=20
37:25 In Summary
https://twitter.com/ryansadams/status/1683951898653495296?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
38:30 Sybil Resistance is Impossible
https://twitter.com/nicksdjohnson/status/1683940920146763776?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
39:10 Bankless Worldcoin.
https://twitter.com/TrustlessState/status/1683444128581812224?s=20
https://twitter.com/DeFi_Cheetah/status/1683678622887059456?s=20
43:10 Alternative to Worldcoin
https://twitter.com/DeFi_Cheetah/status/1683678622887059456?s=20
46:05 WLD Value Proposition
48:20 Podcast and Debrief
https://youtu.be/4HFyXYvMwFchttps://youtu.be/Pni-7EqUslY
48:35 Blockchain Bills
https://cointelegraph.com/news/crypto-regulatory-framework-bill-pass-house-congressional-committee
https://twitter.com/jchervinsky/status/1684368595323584512
50:25 Richie Torres
https://twitter.com/RepRitchie/status/1684282890245271555
52:10 The Bad Bill
https://twitter.com/RyanSAdams/status/1682098917087887361?s=20
57:30 The Law of Chains
https://twitter.com/TrustlessState/status/1683969105529806849?s=20
1:01:05 Optimism Takes
https://twitter.com/gluk64/status/1683964193291087872?s=20
https://twitter.com/gluk64/status/1684168523164319745?s=20
1:03:50 Starknet Appchains
https://twitter.com/Starknet/status/1681603967787122688
1:05:10 Twitter X
https://twitter.com/danmurrayserter/status/1683446198663888900
1:07:00 Elon Musk’s Goal
https://twitter.com/danmurrayserter/status/1683446630245187584?s=20
https://www.reddit.com/r/BrandNewSentence/comments/1580t8h/membership_only_human_trafficking_gentlemens_club/
https://www.reddit.com/r/memes/comments/159957z/it_worked_so_well/
https://twitter.com/adamamcbride/status/1684040162500657152
1:10:15 RFK Jr Bitcoin Purchases
https://www.coindesk.com/business/2023/07/26/rfk-jr-confirms-bitcoin-purchases/
1:10:50 Selling Coindesk
https://www.wsj.com/articles/investor-group-nears-125-million-deal-for-coindesk-146a6faa
1:12:25 Synthetix Infinex
https://mirror.xyz/kain.eth/NHmuyvkRPXB4ck7R38v_ityer-VMZAaIwLGHu1hIDtE
1:14:10 Kwenta Volume
https://twitter.com/superfluid_hq/status/1681330344794923014
1:15:00 Superfluid Subscription
https://twitter.com/superfluid_hq/status/1681330344794923014
1:16:00 Chainlink Cross-Chain Interoperability
https://twitter.com/chainlink/status/1680970793331613697
1:17:30 Flashbots Raise
https://www.theblock.co/post/241327/flashbots-becomes-unicorn-after-completing-60-million-raise
1:20:00 Questions from the Nation
1:24:00 Market Makers
https://twitter.com/MikeIppolito_/status/1682756221646823425?s=20
1:26:20 David in EthCC
https://www.bankless.com/david-ethcc-2023
1:29:00 What David’s Bullish On
https://twitter.com/TrustlessState/status/1684596913742434305?s=20
1:30:00 What Ryan’s Bullish On
1:33:10 MEME of the Week
https://twitter.com/TiffanyFong_/status/1684352877488119808?s=20
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Today on the show we welcome back Jesse Pollak. Jesse is the senior director of engineering for retail products at Coinbase who's played a critical role in the development of Base - Coinbase's Layer 2 protocol.
Base plays the important role of trailblazing the future of Layer 2's and doesn't let it's centralized parent get in the way of innovation. Can Base be the spark that kicks off "Layer 2 Summer"?
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https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
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https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
9:00 Public Perception of Base
10:12 Why is Base a Big Deal?
14:34 Investing in Decentralization
16:11 Trailblazing for an Entire Industry
20:52 A New Level Of Collaboration
23:41 Contributing Fees to Public Goods
30:46 Layer 2 Summer
35:17 Wen Mainnet?
42:07 Onchain vs On-Chain
45:07 Closings and Disclaimers
RESOURCES
Jesse Pollak
https://jessepollak.com/
Build on Base
https://base.org/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today on the show we welcome back Sandeep and Mihalo, the Co-Founders of Polygon.
Polygon is one of the most used chains in crypto. That in itself is a massive accomplishment. However, there’s been criticism of Polygon in the past, that it’s “just a sidechain.” That it’s not “Ethereum aligned.” The release of Polygon 2.0 will silence these critics. Tune in to understand why.
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https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
6:35 EthCC
11:35 Polygon 2.0
20:00 PoS to zkEVM
33:50 What Will Users Have To Do?
37:10 Validiums & Wen Upgrade?
43:00 How $MATIC is Evolving?
47:00 The Evolution of Crypto Networks
48:50 $MATIC to $POL
50:27 Work Token
53:14 Why $POL Naming?
54:20 The Governance Framework
59:50 Is This Polygon’s Endgame?
1:08:48 zkSupernets
RESOURCES
Polygon Roadmap
https://polygon.technology/roadmap
Polygon PoS to a zkEVM - https://twitter.com/0xPolygonLabs/status/1671208777784209441
The Stack
https://twitter.com/0xPolygonLabs/status/1668312616459030528
The Token
https://twitter.com/0xPolygonLabs/status/1679427540790681600
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Ryan & David debriefing the Worldcoin episode.
Want to listen to all past and future Debriefs for all Monday podcast episodes? Become a Bankless Citizen for access:
https://www.bankless.com/join
🎬 WATCH THE FULL EPISODE HERE:
https://youtu.be/4HFyXYvMwFc
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Disclaimer: This episode was recorded on May 14th, 2023
David is joined by Worldcoin Co-Founders, Alex Blania and Sam Altman. Alex is Worldcoin’s CEO and Sam is CEO of OpenAI. Both Co-founded Worldcoin in 2020.
Worldcoin is one of the most ambitious crypto projects in the space. It’s Worldcoin’s philosophy that the best way to produce unique verifiable humanness is through human biometrics that map to our unique DNA. This is the most robust way to achieve sybil resistance. That is why Worldcoin created its silver Orb that scans user's eyeballs.
Why scan the eye? Is it safe? How is data stored? What’s Worldcoin’s crypto token distribution plan? All of these questions and much more answered in the episode.
✨DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-worldcoin
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https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
TIMESTAMPS
0:00 Intro
6:15 Inception of Worldcoin Idea
8:35 How Sam & Alex Met
10:57 Why Scan Eyes
16:35 The Technology Behind the Orb
21:40 Worldcoin & Privacy
25:05 How Worldcoin Data Flows
28:35 Why Worldcoin is Needed
33:02 Proof of Personhood & Crypto
35:05 Worldcoin’s Distribution Plan
36:49 Worldcoin’s Complexity & Pressure
39:25 Sam’s Involvement with Worldcoin
39:47 Worldcoin & Optimism
42:00 Orb Operations
48:10 Worldcoin Roadmap
49:25 The Ups & Downs of Worldcoin
53:10 Reflecting on Worldcoin’s Critiques
56:10 What Does Worldcoin Need the Most?
56:50 Where Sam Stands on AI Alignment
59:20 Closing & Disclosures
RESOURCES
Worldcoin Privacy Deep Dive
https://worldcoin.org/blog/developers/privacy-deep-dive
Worldcoin
https://worldcoin.org/
Alex Blania
https://twitter.com/alexblania
Sam Altman
https://twitter.com/sama
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
3rd Week of July 2023
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
https://bankless.cc/GoToPermissionless
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
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🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
Timestamps
0:00 Intro
12:53 Markets
17:33 What is GHO?
https://twitter.com/AaveAave/status/1680216586047885312
https://defillama.com/stablecoin/gho
19:18 $116 Million ETH Wakes Up
https://twitter.com/econoar/status/1681454803988414464?s=20
https://www.theblock.co/post/240429/ethereum-ico-participant-kraken
23:51 Alex Mashinsky Arrested
https://twitter.com/nic__carter/status/1667540580484653058?s=20
https://www.justice.gov/usao-sdny/pr/celsius-founder-and-former-chief-revenue-officer-charged-connection-multibillion
28:05 The Ripple Case
https://twitter.com/MikeSeligEsq/status/1679529061926809600
https://twitter.com/ohaiom/status/1679839368502992897?s=20
https://www.theblock.co/post/240105/gensler-responds-to-ripple-decision-says-hes-disappointed-over-treatment-of-retail-investors
https://twitter.com/jchervinsky/status/1680218456006819840?s=20
https://twitter.com/collins_belton/status/1679902309814267904
38:30 UniswapX
https://twitter.com/Uniswap/status/1680955621343129600
https://twitter.com/0xshittrader/status/1681706099966083077?s=46
https://twitter.com/BanklessHQ/status/1681325514286600192?s=20
47:07 Celo Becomes An L2
https://forum.celo.org/t/clabs-proposal-for-celo-to-transition-to-an-ethereum-l2/6109
52:39 Base Mainnet Is Open
https://base.mirror.xyz/hwNwqXHVoLlO8s4DZppog4DfGvM34tigaDjOWuEJQfY
54:44 zkSync Boojum
https://twitter.com/zksync/status/1680820952991408129
56:55 Polygon Upgrades MATIC to POL
https://twitter.com/0xPolygonLabs/status/1679427540790681600?s=20
1:01:08 Ben Mckenzie vs Crypto
https://twitter.com/RyanSAdams/status/1680956126584602625?s=20
https://twitter.com/RyanSAdams/status/1680959901403684864?s=20
1:04:39 RFK Vows to Back Dollar With BTC
https://www.coindesk.com/policy/2023/07/19/us-presidential-candidate-rfk-jr-vows-to-exempt-crypto-from-capital-gains-tax-if-elected/
1:07:55 Gnosis Pay
https://gnosispay.com/
1:09:07 Espresso Partners With Eigenlayer
https://twitter.com/EspressoSys/status/1681335468518957056
1:12:53 Questions From The Nation
1:15:24 Takes Of The Week
https://twitter.com/antoniomjuliano/status/1681034203406712833?s=46&t=LKBC7Qtm18FnZ380xCF2pA
https://twitter.com/RyanSAdams/status/1681653643240525825?s=20
https://www.coindesk.com/policy/2023/07/19/new-us-senate-bill-wants-to-regulate-defi-like-banks/
https://twitter.com/BillHughesDC/status/1681729154360721410?s=20
1:21:50 What Are We Bullish On?
https://imgur.com/mGXAZEZ
1:29:18 Meme of The Week
https://twitter.com/BoxersPandoras/status/1680990527343284225?s=20
https://twitter.com/LilMoonLambo/status/1679483007822974977?s=20
1:30:37 Moment Of Zen
https://twitter.com/yzymigos/status/1680397652393971712?s=46
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode, we delve into the frontier of AI and the challenges surrounding AI alignment. The AI / Crypto overlap at Zuzalu sparked discussions on topics like ZKML, MEV bots, and the integration of AI agents into the Ethereum landscape.
However, the focal point was the alignment conversation, which showcased both pessimistic and resigned optimistic perspectives. We hear from Nate Sores of MIRI, who offers a downstream view on AI risk, and Deger Turan, who emphasizes the importance of human alignment as a prerequisite for aligning AI. Their discussions touch on epistemology, individual preferences, and the potential of AI to assist in personal and societal growth.
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
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BANKLESS SPONSOR TOOLS:
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🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
Timestamps
0:00 Intro
1:50 Guests
5:30 NATE SOARES
7:25 MIRI
13:30 Human Coordination
17:00 Dangers of Superintelligence
21:00 AI’s Big Moment
24:45 Chances of Doom
35:35 A Serious Threat
42:45 Talent is Scarce
48:20 Solving the Alignment Problem
59:35 Dealing with Pessimism
1:03:45 The Sliver of Utopia
1:14:00 DEGER TURAN
1:17:00 Solving Human Alignment
1:22:40 Using AI to Solve Problems
1:26:30 AI Objectives Institute
1:31:30 Epistemic Security
1:36:18 Curating AI Content
1:41:00 Scalable Coordination
1:47:15 Building Evolving Systems
1:54:00 Independent Flexible Systems
1:58:30 The Problem is the Solution
2:03:30 A Better Future
Resources
Nate Soares
https://twitter.com/So8res?s=20
Deger Turan
https://twitter.com/degerturann?s=20
MIRI
https://intelligence.org/
Less Wrong AI Alignment
xhttps://www.lesswrong.com/tag/ai-alignment-intro-materials
AI Objectives Institute
https://aiobjectives.org/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
It's ETHCC time, the Ethereum Community Conference where groundbreaking announcements are made. And ahead of the conference, Uniswap Labs has already released their latest protocol, Uniswap X, a game-changing addition to the Uniswap ecosystem. Uniswap X is the missing piece that makes Uniswap the ultimate destination for token swappers.
In this episode, we have Hayden Adams, the creator of Uniswap, revealing the ins and outs of Uniswap X. This protocol ensures competitive order execution in DeFi, safeguarding swappers from MEV extractors, arbitrageurs, and front runners, so that everyday users can secure the best possible deals.
Discover how Uniswap X employs a Dutch auction to maximize returns, while reducing bridge risks and enhancing efficiency in DeFi trading.
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
https://bankless.cc/GoToPermissionless
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
Timestamps
0:00 Intro
4:30 Uniswap is Shipping
7:30 Decentralizing
10:25 Competitive Marketplaces
14:50 What’s New in UniswapX?
19:30 Value to the Users
23:08 What is Uniswap Now?
26:14 Formalizing New Players
30:55 Pushing the Ecosystem
36:00 How UniswapX Works
42:30 User Preferences
48:30 Changing MEV
52:45 Cross-Chain Swapping
1:00:00 Bridge Difficulties
1:05:45 Harnessing Complexity
1:09:13 The Beta Launch
1:14:15 More on the Way
Resources
Hayden Adams:
https://twitter.com/haydenzadams?s=20
UniswapX:
https://twitter.com/Uniswap/status/1680955621343129600?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Nothing tests your conviction like a bear market. This is an opportunity to test what you think you know, refine your thesis, and make your bets for the next leg up.
Avichal and Sanjay are long time crypto investors and at VC fund electric capital. What are they betting on during the bear market?
We discuss 5 of the most pressing questions facing crypto investors during the bear market including…
1) L2 tokens - Are L2 tokens they worth something or they just worthless governance tokens?
2) AltL1s…Will the ETH killers make a comeback?
3) Multichain world - Millions of L2 chains or a few big winners?
4) Restaking - big deal or overhyped?
5) What Avichal things are this cycle’s alt-coins.
Episodes like this are an opportunity to sharpen your insights as a crypto investor. Don’t take these ideas as gospel. Wrestle with them. Test them. Make them your own. We’ll have other Bear Market Bets episodes with other perspectives, so this isn’t the last.
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
👾POLYGON | VALUE LAYER OF THE INTERNET
https://polygon.technology/roadmap
Timestamps
0:00 Intro
8:00 L2 Value Capture
15:12 How Rollups Make Money
20:20 Harmful vs. Good MEV
25:00 Transactions Fees & L2s
38:05 Are L2s Valueable?
40:00 Multichain L2s or Few Winners?
43:05 Multichain Applications
49:09 Multichain Friction
59:02 Are NFTs Dead?
1:06:45 Investing in NFTs
1:10:00 RSA’s Worst Fear
1:15:10 Ethereum Killers & Modular/Monolithic Chains
1:19:22 L1s Playing the Monetary Premium Game
1:22:00 RSA vs. Avichal Moneyness Debate
1:24:30 Is Restaking Overhyped? Risky?
1:29:35 Crypto’s Antifragileness & Are We Lost?
1:33:40 Closing & Disclosures
Resources
Avichal Garg
https://twitter.com/avichal
Sanjay Shah
https://twitter.com/sanjaypshah
Read
https://mirror.xyz/electriccap.eth/SD0wT7qSSfis9gLT_Ki1gY6_oTYEqgwcGE0hDw7kMDY
https://www.developerreport.com/developer-report
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
A U.S court has ruled that XRP is not a security, and if XRP is a security then what implications does this have for other tokens?
Joining us today is Paul Grewal and Mike Selig, both experts in their respective fields who are here to help walk us through the implications of this court decision and what it means for our industry as a whole.
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
https://bankless.cc/GoToPermissionless
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS:
0:00 Intro
4:18 Great Day to Be a Lawyer
7:47 Was This a Surprise?
9:27 TLDR on the Ripple Case
16:08 What is a Security?
20:18 How Binding is This Decision?
27:05 Establishing a Precedent
31:47 SEC's Argument Falling Apart?
38:28 Opening The Door to More Tokens
42:37 What Does This Mean for Token Holders?
47:57 How Does This Impact US Regulation?
53:29 The Fight Ahead
RESOURCES:
Mike Selig
https://twitter.com/MikeSeligEsq
Paul Grewal
https://twitter.com/iampaulgrewal
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
2nd Week of July 2023
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
https://bankless.cc/GoToPermissionless
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps
0:00 RIPPLE VS SEC
Breaking News - https://twitter.com/tier10k/status/1679512873498816519?s=20
Explained - https://twitter.com/BillHughesDC/status/1679525517068759040?s=20
A Huge Win - https://twitter.com/adamscochran/status/1679515814272155648
Tom Emmer - https://twitter.com/GOPMajorityWhip/status/1679525171479150592?s=20
Richie Torres - https://twitter.com/RepRitchie/status/1679534903661301761?s=20
Coinbase Relisting - https://twitter.com/coinbaseassets/status/1679575239657758721
RSA Take - https://twitter.com/RyanSAdams/status/1679534121100476417?s=20
5:20 Waking Up Bullish
7:15 Permissionless
https://bankless.cc/GoToPermissionless
7:55 MARKETS
9:10 Bond Markets
Trad - https://www.visualcapitalist.com/ranked-the-largest-bond-markets-in-the-world/
New - https://coinmarketcap.com/view/staking/
Fed Funds Rate - https://panteracapital.com/blockchain-letter/bonds-down-crypto-up/
16:30 The Internet Bond
https://ultrasound.money/
23:22 Liquid Staking
https://www.bankless.com/whats-next-for-liquid-staking-2
31:25 Tokenized Treasuries
https://www.coindesk.com/markets/2023/07/11/tokenized-us-treasurys-surpass-600m-as-crypto-investors-capture-tradfi-yield
34:30 Bank of America Bullish
https://rsch.baml.com/access?q=s-i517792VNkDKydHLEioQ
35:20 Correlation with Stocks
https://panteracapital.com/blockchain-letter/bonds-down-crypto-up/
NEWS
41:00 Arkham Intelligence
https://twitter.com/ArkhamIntel/status/1678339355314900992
46:55 Technofascism
https://twitter.com/scott_lew_is/status/1678772359648641028?s=20
51:15 Are the Devs Leaving?
https://www.developerreport.com/blog/newsletter-20230706
53:12 Google Play NFT Policy
https://android-developers.googleblog.com/2023/07/new-blockchain-based-content-opportunities-google-play.html
55:45 Solana Phone
https://twitter.com/aeyakovenko/status/1679278533800235009?s=20
58:30 Linnea L2 to Mainnet
https://twitter.com/LineaBuild/status/1678738006646177793?s=20
1:00:13 Mantle Network
https://www.mantle.xyz/
1:01:20 Gitcoin Public Goods L2
https://twitter.com/pgn_eth/status/1676972199423668228
1:06:30 GHO Stablecoin Mainnet
https://app.aave.com/governance/proposal/?proposalId=268
1:10:25 EigenLayer Reopening
https://app.eigenlayer.xyz/
1:12:30 Vitalik Bitcoin Takes
https://cointelegraph.com/news/vitalik-buterin-ordinals-revived-developers-on-bitcoin
1:16:45 Gemini Suing DCG
https://twitter.com/cameron/status/1677327395869581316?s=20
1:17:22 Jay Clayton BTC ETF
https://twitter.com/DefiantNews/status/1678434627768446977
1:19:15 Rishi Likes Crypto
https://www.wired.co.uk/article/london-wants-american-crypto-refugees
1:21:1 Brazil Ethereum CBDC
https://twitter.com/vinibarbosabr/status/1678511772775374850?s=20
1:27:00 Questions from the Nation
1:30:00 TAKES
1:34:30 The Fink Effect
https://twitter.com/mskvsk/status/1677937403733106688
1:36:00 Still Using Venmo
https://twitter.com/ryansadams/status/1679236595105382402
1:42:00 Crypto is a Scam
https://twitter.com/RyanSAdams/status/1679077948463144961?s=20
1:45:50 MEME of the Week
https://twitter.com/spreekaway/status/1677316680588967937
1:46:45 The Daily Gwei
https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA
1:47:30 Where’s David?
https://twitter.com/TrustlessState/status/1678473614818156544?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.
Synthetic biology is a fascinating field that combines biology, engineering, and computer science to design and construct new biological systems. By manipulating and reprogramming the DNA of living organisms, scientists can create new functions and traits that do not occur naturally. It's like rewriting the instruction manual of life itself, similar to how we write computer code.
In this video, you'll hear from three leaders in the synthetic biology industry—Drew Endy, John Cumbers, and Jennifer Holmgren—who will expand our understanding and imagination of this exciting field.
Keep an eye out as we roll out the rest of these boundary-pushing episodes!
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
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BANKLESS SPONSOR TOOLS:
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🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
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🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps
0:00 Intro
0:50 What is Synthetic Biology?
3:35 The Guests
7:45 DREW ENDY
11:00 Biological Building Blocks
14:15 Understanding the Cell
18:30 The Power of Wetware
22:30 Code and DNA
28:00 The Business Model
30:30 The Biological Revolution
37:00 Longevity
39:20 The Landscape of Possibility
51:00 JOHN CUMBERS
54:30 The Synthetic Biology Rabbit Hole
58:30 Fermentation
1:03:15 Scaling the Revolution
1:07:00 Programming Nature
1:11:45 SciFi Infrastructure
1:19:15 A Grand Vision
1:23:00 Hijacking Biology
1:26:30 A Beautiful Future
1:33:45 JENNIFER HOLMGREN
1:36:00 Building a Circular Economy
1:40:00 Lanzatech
1:44:30 The Renewable Ethylene Business
1:48:30 The Fermentation Revolution
1:51:40 Biological Utopia
Resources
Drew Endy
https://twitter.com/DrewEndy?s=20
John Cumbers
https://twitter.com/johncumbers?s=20
Jennifer Holmgren
https://twitter.com/TodaDogs?s=20
Lanzatech
https://lanzatech.com/
Checkerspot
https://checkerspot.com/
Biomason
https://biomason.com/
Adidas Jacket
https://www.tennispro.eu/adidas-melbourne-reversible-jacket-582214.html#description
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today we're joined by James Seyffart, a research analyst at Bloomberg who's the perfect person to answer our questions regarding the convergence of crypto and ETFs.
We dive into:
- The probabilities of a Blackrock Bitcoin ETF and why
- Important dates in which the SEC will need to give us answers
- Neutrality, or lack thereof around the ETF approval process
🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀
https://bankless.cc/GoToPermissionless
BANKLESS SPONSOR TOOLS:
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https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS
0:00 Intro
7:44 What is an ETF?
13:00 ETF History Lesson
17:40 ETF Market Size and Holders
22:46 Types of ETFs
27:02 Where Are These Assets Stores
34:04 Who Approves ETFs?
40:08 Neutrality Of Regulators
44:16 Types of Bitcoin ETFs
49:17 Reasons For Rejection
55:12 Does Gary Just Hate Crypto?
58:13 Does Blackrock Change Things?
1:04:46 Will Blackrock Get Approved?
1:15:20 Possible Approval Dates
1:19:09 Lack of ETFs to Blame For Crypto Fallout?
1:28:38 Why Should we Care?
1:34:14 Risks and Disclaimers
RESOURCES
James on Twitter: https://twitter.com/JSeyff
Trillions Podcast: https://www.bloomberg.com/podcasts/series/trillions
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
The tables are turned as Raoul Pal interviews David and Ryan on all things Bankless.
They share respective origin stories of how they got into crypto, meeting each other for the first time, how Bankless got started and where the future frontiers of Bankless are headed.
✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-raoul-pal
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS
0:00 Intro
5:50 David's Crypto Journey
11:04 Ryan's Crypto Journey
19:12 David's 2017 Story
22:11 Conviction Through The Bear Market
28:00 Bankless Origin Story
32:53 Vision For Bankless
39:23 From DeFi to Web3
48:44 Tribalism
54:56 A Helpful Mental Model
1:01:39 Dealing With Hate
1:08:38 Bankless Ventures
RESOURCES
Raoul Pal
https://twitter.com/RaoulGMI
Real Vision
https://www.realvision.com/
Real Vision Newsletter
https://www.realvision.com/dailybriefing
RELATED EPISODES:
118 - Raoul Pal | Should We Be Scared Right Now?
https://www.youtube.com/watch?v=nzGMSKbqjco
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bankless Weekly Rollup
1st Week of July 2023
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS & RESOURCES
0:00 Intro
4:20 Markets
22:50 NFT winter has come
https://twitter.com/hosseeb/status/1675925861030334465
https://twitter.com/asvanevik/status/1675745010191601664
https://twitter.com/waleswoosh/status/1673781004031361025
https://nftpricefloor.com/
https://twitter.com/loopifyyy/status/1675517840542056448
https://twitter.com/avichal/status/1676090350291816448
37:50 BlackRock CEO Larry Fink Says Bitcoin Could ‘Revolutionize Finance’
https://twitter.com/WatcherGuru/status/1676685754922151941
https://twitter.com/thekriskay/status/1676686395862024195
https://www.wsj.com/articles/sec-says-spot-bitcoin-etf-filings-are-inadequate-390336e8
Eric Balchunas https://twitter.com/EricBalchunas/status/1674777296438165505
47:35 Is Gary resigning?
https://www.thecryptoalert.com/post/sec-sources-confirm-gary-gensler-resignation
Should Gary be actually resigning?
https://twitter.com/jchervinsky/status/1674464911714398229
58:12 Cameron Winklevoss sent a final offer to Barry Silbert
https://twitter.com/cameron/status/1676024844641550337
Base
1:05:30 https://twitter.com/BuildOnBase/status/1674543151388966912
1:10:00 L2s keep improving - Impact of Bedrock update
https://twitter.com/OPLabsPBC/status/1674823794949603350
1:15:00 Polygon 2.0 architecture - ZK-Based protocol architecture
https://twitter.com/0xPolygonLabs/status/1674538238835343361
1:17:30 Can Solana become an L2?
https://twitter.com/aeyakovenko/status/1675146337174843392
1:21:00 Vitalik’s AMA on Tau Day
https://twitter.com/VitalikButerin/status/1674017688300011520
1:23:15 RFK wants to make holding Bitcoin an inviolable right as a President
https://twitter.com/RobertKennedyJr/status/1673812201457479681
1:25:55 Belarus banning peer-to-peer crypto transactions
https://www.theblock.co/post/237523/belarus-wants-to-ban-peer-to-peer-crypto-transactions
https://twitter.com/RyanSAdams/status/1676606907233054721
1:33:34 Questions from the Nation
1:37:45 Takes
https://twitter.com/RyanSAdams/status/1676920622415245312
https://twitter.com/rss_d4/status/1675220831461335042
https://twitter.com/RyanSAdams/status/1675955239466196992
1:50:50 MEME of the Week
https://twitter.com/zengjiajun_eth/status/1675677672566030336
1:52:00 Daily Gwei
https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA
1:54:30 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.
This video features two conversations with big-brain builders Daniel Shorr of ZKML and Justin Drake of the Ethereum Foundation. Although cryptography quickly falls down a technical rabbit hole, it looks like we're entering a new golden age of cryptography.
Keep an eye out as we roll out the rest of these boundary-pushing episodes!
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps:
4:00 DANIEL SHORR
6:00 Cryptography and AI
9:15 A Computing Explosion
13:10 On-Chain AI Models
15:45 Modulus Labs
19:15 Compute Integrity
24:00 A Verifiable World
26:15 Accountability for Machine Models
31:00 JUSTIN DRAKE
33:30 Nova Cryptography
39:00 Decentralizing zk-Rollups
43:30 The Future of Rollups
47:35 Improving Validity
50:45 This is a Big Deal
54:20 Justin’s Zuzalu Experience
Resources:
Daniel Shorr
https://twitter.com/realDanielShorr?s=20
Modulus Labs
https://www.moduluslabs.xyz/
Justin Drake
https://twitter.com/drakefjustin?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today's episode is with Representative Warren Davidson, an outspoken member of the U.S. Congress and an advocate for cryptocurrency.
In today's show, we cover:
1) Why is Rep. Warren Davidson trying to fire Gary Gensler?
2) What is the “SEC Stabilization Act?”
3) Is the U.S. losing ground to Europe, Japan, and Hong Kong? How can it catch up?
4) Does Congress care enough about crypto to do something about it? How can we change that?
As a reminder, Bankless is not a political podcast that divides on red/blue lines. We have no party affinity in the U.S. or any other nation. What we do care about is the values of decentralization, autonomy, and power to the people that underly this crypto technology. To the extent these values are political, so are we. But they don’t divide on party lines. We’ll continue to give voice to these values no matter what political party they come from.
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS
0:00 Intro
5:25 #FireGaryGensler
10:36 Why Gary Hates Crypto
14:00 How Political Governance Works
23:20 Presidential Jurisdiction
25:45 SEC Stabilization Act
31:55 Does the U.S. Have Hope?
36:09 Closing & Disclaimers
RESOURCES
https://twitter.com/WarrenDavidson/status/1674519201170485249
https://twitter.com/WarrenDavidson/status/1668305460368121857
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Are we entering Crypto’s Spring? Raoul Pal is the Co-Founder and CEO of Real Vision, a financial media and education platform focused on Macro, Investing, and Crypto.
In today’s episode, we cover:1) The Aftermath of the 2022 Meltdown.2) How to Invest in the face of the current liquidity and external Indicators.
3) Why Raoul thinks we’re headed toward Deflation, not Inflation.
4) What AI will bring to the table, and how it intersects with Crypto
5) Why the Crypto Winter is probably over.
✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-raoul-pal
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS
0:00 Intro
7:20 The 2022 Meltdown
22:14 The Aftermath
27:26 Liquidity Indicators
34:51 External Indicators
37:54 Raoul’s Deflation Thesis
50:29 The State of AI
56:19 How Crypto & AI Intersect
1:00:43 The Implications of AI
1:08:14 Crypto’s Inflection Moment
1:11:43 Investing in the Current Climate
1:19:00 Raoul’s Portfolio
1:20:39 Crypto’s North Star
1:28:49 The Everything Code
1:35:26 Closing & Disclaimers
RESOURCES
Raoul Palhttps://twitter.com/RaoulGMI
Real Vision
https://www.realvision.com/
Real Vision Newsletter
https://www.realvision.com/dailybriefing
The Everything Code
https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance
RELATED EPISODES:
118 - Raoul Pal | Should We Be Scared Right Now?
https://www.youtube.com/watch?v=nzGMSKbqjco
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bankless Weekly Rollup
4th Week of June 2023
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
0:00 Intro
4:43 MARKETS
7:03 Bitcoin All Time High
https://twitter.com/bitcoinnewscom/status/1671826162232729602?s=46
https://twitter.com/charliebilello/status/1673017749549858818
12:54 The ETH Flippening is here!
https://twitter.com/eking0x/status/1673404169300897825?s=20
https://twitter.com/ultrasoundmoney/status/1671778059442167808?s=20
https://twitter.com/ultrasoundmoney/status/1671778059442167808?s=20
https://dune.com/hildobby/eth2-staking
17:18 zkSync Release The ZK Stack
https://twitter.com/zksync/status/1673317167628967936?s=20
https://twitter.com/trustlessstate/status/1672326842953474050?s=46
https://www.youtube.com/watch?v=5PSHz93lWVM&t=300s
23:35 Optimism Going ZK?
https://twitter.com/o1_labs/status/1674180590298599424?s=20
https://www.youtube.com/watch?v=3tToCWmKBug&t=7s&pp=ygUQT3Agc3RhY2sgY2hhaW5zIA%3D%3D
https://twitter.com/optimismFND/status/1672281032962478080
28:01 Bitcoin ETF This Year?
https://www.theblock.co/post/236588/fidelity-preparing-to-submit-spot-bitcoin-etf-filing-source
https://twitter.com/EricBalchunas/status/1674055780058771463?s=20
https://twitter.com/Melt_Dem/status/1673776265629773826?s=20
36:02 Zuzalu!
https://www.bankless.com/everything-i-learned-at-zuzalu
41:15 Airdrop Season With Diva DAO
43:32 Azuki Drama
https://twitter.com/Azuki/status/1673726920574533634?s=20
https://twitter.com/Tytaninc/status/1673768378958225419?s=20
https://twitter.com/TheEliteCrypto/status/1673953812070158336?s=20
https://twitter.com/jmj/status/1673742765359009794?s=20
48:02 Microstrategy Buys More BTC
https://twitter.com/saylor/status/1674025857063571456
https://twitter.com/btc_for_freedom/status/1674027929251065859
https://imgur.com/SsR8aNR
https://twitter.com/giancarlomkts/status/1673458492609556480
51:12 Hong Kong Enters The Chat
https://www.theblock.co/post/236325/hsbc-hong-kong-bitcoin-ether-crypto-etfs?utm_source=tldr_crypto
53:26 Binance Claps Back
https://twitter.com/MetaLawMan/status/1671898121528393732?t=J0Fv7ijuPGFz4kIhC0_Xpg&s=19
56:21 BlockFi Liquidation
https://www.theblock.co/post/236847/blockfi-liquidation
58:24 Bankless Exclusive Perks
https://www.bankless.com/tools/perks
59:34 ETH CC Meetup
https://partiful.com/e/hvf8yXY1QjnIwV5hYhdw
1:02:41 Questions From The Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1123276883472175264
1:08:48 Takes Of The Week
https://twitter.com/tbr90/status/1672689604317552640?s=46
https://twitter.com/digitalmustafa/status/1672301952762511361?s=20
https://twitter.com/RyanSAdams/status/1673463909024509955?s=20
1:11:49 Ryans Stays At Davids Place
https://twitter.com/BanklessHQ/status/1673336849668947968
https://twitter.com/BanklessHQ/status/1673444396623368192?s=20
1:16:14 What Are We Bullish On?
https://youtu.be/BAeMr3Xyb08
1:20:27 Meme Of The Week
https://twitter.com/BanklessHQ/status/1673753104771325958?s=20
1:21:09 Risks And Disclaimers
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
What are the implications of restaking? Not every Bankless listener will be prepared for this conversation. This one is a hard one. If you want to be adequately equipped for the conversation that awaits, we recommend listening to the Bankless episode we did with Sreeram a few weeks ago. That episode will get you up to speed to understand some of the nuances and problems that are discussed in today’s episode.
Because, today on the show, we have the largest and most gigabrain panel that we’ve ever had on Bankless…Vitalik Buterin, Justin Drake, Dankrad Feist, Jessy (aka 13-year-old VC - that’s her pseudonym), and of course… Sreeram Kannan himself, founder of Eigenlayer and perhaps the creator of restaking…all moderated by Tim Beiko!
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS
0:00 Intro
4:45 Setting the Panel
8:51 Jessy’s Restaking Thoughts
10:20 Justin’s Restaking Perspective
11:40 Dankrad’s Restaking Views
12:30 Sreeram’s Restaking Arguments
14:00 Why Justin is a Restaking Doomer
18:30 EigenLayer’s Restaking Architecture
22:05 Restaking Builder Hooks
25:05 Vitalik’s Restaking Concerns
30:05 EigenLayer’s Acceleration
32:50 Sreeram Addressing Vitalik’s Concerns
37:48 Ensuring Restaking is Aligned
46:04 Reputation Systems & Alignment
51:35 Ethereum Protocol Complexity
59:00 Credible Neutrality
1:03:30 MEV Boost & PBS
1:07:10 One Shot Signatures
1:09:10 Closing Thoughts, Arguments, & Next Steps
1:16:30 Closing & Disclaimers
RESOURCES
Sreeram Kannan
https://twitter.com/sreeramkannan
https://youtu.be/HcEGXoC57Rw
Vitalik Buterin
https://twitter.com/VitalikButerin
Tim Beiko
https://twitter.com/TimBeiko
Justin Drake
https://twitter.com/drakefjustin
Dankrad Feist
https://twitter.com/dankrad
Jessy
https://twitter.com/13yearoldvc
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.
In this first episode with Vitalik, we kick off by discussing the concept of Zuzalu with a birds-eye view. Vitalik helps us unravel the meta-quest of understanding the essence of Zuzalu and its role in curating communities. Discover why Zuzalu was structured in this unique manner, touching upon intriguing elements such as Zupass, zero-knowledge infrastructure, ZuPoll, and Stamps.
Keep an eye out as we roll out the rest of these boundary-pushing episodes!
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum.
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps:
0:00 Intro
1:20 What is Zuzalu?
4:15 The Content Roadmap
5:12 Ethereum the Sibling
7:20 A Taste of the Future
8:45 Front-Run the Opportunity
12:00 VITALIK BUTERIN
14:00 The Zuzalu Experiment
19:00 Technological Seasons
22:50 ZuPass
25:00 Curating Topics
29:55 Cross-Pollination
33:05 Zuzalu Culture
37:30 The Future of Zuzalu
41:00 What it Means to be a Zuzalian
Resources:
Vitalik Buterin
https://twitter.com/VitalikButerin?s=20
Zuzalu
https://zuzalu.city/
ZuPass
https://zupass.org/#/login
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
~ FULL DISCLOSURE ~
Why David is bullish on the zk Stack.
——
Topics Covered:
0:00 Full Disclosure
6:12 The Future
7:53 99.99% Market Dominance
11:13 Why zk?
14:38 Privacy on zk
19:30 zk Internet Explained Simply
23:50 Trustlesness
27:35 Security
31:19 Reliability
35:27 Censorship Resistance
38:53 Hyperscalability
44:27 Accessability
47:02 Sovereignty
53:25 How Does zk Reach Scale?
55:31 What is The zk Stack?
1:02:13 Interoperability
1:10:02 Wrap Up
——
Resources:
zkSync:
https://twitter.com/zksync
Alex:
https://twitter.com/gluk64
Anthony:
https://twitter.com/zksync
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
AI is here to stay, but at what cost? Connor Leahy is the CEO of Conjecture, a mission-driven organization that’s trying to make the future of AI go as well as it possibly can. He is also a Co-Founder of EleutherAI, an open-source AI research non-profit lab.
In today’s episode, Connor and David cover:
1) The intuitive arguments behind the AI Safety debate
2) The two defining categories of ways AI could end all of humanity
3) The major players in the race towards AGI, and why they all seem to be ideologically motivated, rather than financially motivated
4) Why the progress of AI power is based on TWO exponential curves
5) Why Connor thinks government regulation is the easiest and most effective way of buying us time
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS
0:00 Intro
3:12 AI Alignment Importance
9:40 Finding Neutrality
14:16 AI Doom Scenarios
21:06 How AI Misalignment Evolves
25:56 The State of AI Alignment
32:07 The AI Race Trap
41:49 Motivations of the AI Race
56:18 AI Regulation Efforts
1:14:28 How AI Regulation & Crypto Compare
1:21:44 AI Teachings of Human Coordination
1:36:53 Closing & Disclaimers
RESOURCES
Connor Leahy
https://twitter.com/NPCollapse
Conjecture Research
https://www.conjecture.dev/research/
EleutherAI Discord
https://discord.com/invite/zBGx3azzUn
Stop AGI
https://www.stop.ai/
Related Episodes:
We’re All Gonna Die with Eliezer Yudkowsky
https://www.youtube.com/watch?v=gA1sNLL6yg4
How We Prevent the AI’s from Killing us with Paul Christiano
https://www.youtube.com/watch?v=GyFkWb903aU
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bankless Weekly Rollup
4th Week of June 2023
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps & Resources
00:00 Intro
4:46 MARKETS
https://blockworks.co/news/ethereum-staked-to-flip-eth
https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators
https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators
https://twitter.com/eigen_intern/status/1671178301149265920?s=20
18:16 Blackrock Bitcoin ETF
https://twitter.com/Delphi_Digital/status/1671221306413416461?s=20
https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf/?utm_source=twitter&utm_term=organic&utm_medium=social&utm_campaign=coindesk_main&utm_content=editorial
https://www.sec.gov/Archives/edgar/data/1980994/000143774923017574/bit20230608_s1.htm
https://twitter.com/fintechfrank/status/1671135185545441280
https://twitter.com/jchervinsky/status/1669502687749054465?s=20
https://twitter.com/coinbureau/status/1671805994039492609?s=20
26:08 Fidelity, Charles Schwab and Citadel launch a CEX
https://www.businesswire.com/news/home/20230620110605/en/Digital-Asset-Platform-EDX-Markets-Begins-Trading-and-Completes-New-Funding-Round
https://www.linkedin.com/feed/update/urn:li:activity:7076934393608511488/
https://edxmarkets.com/join-edx/
https://twitter.com/ramahluwalia/status/1671218922589175810?s=20
https://www.coindesk.com/business/2023/06/20/new-crypto-exchange-backed-by-fidelity-schwab-and-citadel-launches/
33:42 Polygon 2.0
https://polygon.technology/blog/polygon-2-0-polygon-pos-zk-layer-2?utm_source=twitter&utm_medium=social
47:40 ZachXBT Lawsuit
https://twitter.com/zachxbt/status/1669783717236342785?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://twitter.com/machibigbrother/status/1670819142050652160?s=20
https://twitter.com/BanklessHQ/status/1669807545194803200?s=20
57:05 Goose Sells For $5.4M
https://twitter.com/Sothebysverse/status/1669441570863566875?s=20
1:02:09 Fortnite x Nike .swish
https://www.epicgames.com/help/en-US/fortnite-c5719335176219/epic-accounts-c5719365892123/earn-achievements-on-swoosh-a16225767406107
1:05:00 Metamask Integrates Conext Network
https://twitter.com/ConnextNetwork/status/1669718823484764161
1:10:25 Questions From The Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1119374915565523164
https://discord.com/channels/615592155481767941/1058053004705669211/1121292294054760508
1:20:51 Takes of the Week
https://twitter.com/ercwl/status/1670482207956168705?t=hInEHE4udRw9PEN_oe3KyA&s=19
https://twitter.com/nixorokish/status/1670484525472952320
https://twitter.com/cburniske/status/1671556663864619010
1:32:33 What Are We Bullish On
1:40:02 Risks And Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Austin Campbell is the managing partner of Zero Knowledge Consulting, an adjunct professor at Columbia Business School, and used to work at Paxos in both Portfolio Management and Chief Risk Officer. He also was Co-Head of Digital Assets in Global Rates at CitiBank at JP Morgan for a decade.
Austin knows a thing or two about the TradWorld and we brought him on to help us navigate all of the TradNews that has surfaced in the last two weeks around the crypto space.
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS:
0:00 Intro
5:12 Austin Campbell
7:14 TradFi Last Two Weeks
10:59 Political Conspiracy
15:05 Timing Analysis
17:17 BlackRock Bitcoin ETF
20:05 Other Bitcoin ETFs Denied
22:47 What's the SEC's Next Move?
24:00 How Bullish is This?
26:13 BlackRock & Coinbase/Kraken Partnership
31:15 EDX Markets
37:22 Unbundling of Crypto Exchanges
42:22 Stablecoins Landscape
49:55 Stablecoin McHenry Bill
56:50 International Stablecoins
57:55 Closing & Disclosures
RESOURCES:
Austin Campbell
https://twitter.com/CampbellJAustin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today’s guest is Jacob from Zora who is here to announce the Zora Network! A layer 2 solution that allows creators of any kind the ability to mint their ideas in a much more scalable way. Tune in as Jacob walks us through everything new and improved with Zora.
🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
0:00 Intro
2:22 Episode Overview
7:26 Jacob's Take On The Internet
11:52 A Network Of Walled Gardens
14:10 Defining Zora
17:41 The Frontier Of Digital Expression
22:28 A Platform Without Constraints
26:16 Announcing The Zora Network!
34:54 What's Next For Zora?
40:13 Creating An L2 Schelling Point
42:23 Does The Zora Chain Host Data?
46:13 Wen Token?
49:04 On-Chain vs On Chain
50:45 The Future Is Weird
54:12 A Marketplace Without Constraint
56:07 Expand Ethereum/Outro
Resources:
Zora Twitter
https://twitter.com/ourzora
Jacob Twitter:
https://twitter.com/js_horne
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today’s guest is Brendan Malone. He currently works at Paradigm’s Policy Department. But before that, he focused on crypto policy issues at no other than the Federal Reserve. In this episode, we get deep into answering one, if not the most Bankless questions. What is Money? And what does the answer look like in the Digital Age?
✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-brendan-malone
🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
0:00 Intro
5:40 What is Money?
10:34 The Moneyness Spectrum
16:59 How do Current Forms of Money Rank?
21:03 How Much is a Dollar Worth?
29:16 The Difference between Money and Credit
38:30 Losing Trust in the Dollar
48:29 The Role of a Central Bank
54:14 The Future of Money
1:04:26 Why Now?
1:07:14 New Technology Implications
1:10:40 The Case for Crypto
1:18:55 Closing and Disclaimers
Resources:
Brendan Twitter
https://twitter.com/brendanpmalone
Read Moneyness In The Digital Age
https://policy.paradigm.xyz/writing/moneyness-in-the-digital-age
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bankless Weekly Rollup
3rd Week of June 2023
🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
📣 CYFRIN | Smart Contract Audits & Solidity Course
https://bankless.cc/cyfrin
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET
https://bankless.cc/Ambire
🦄UNISWAP | ON-CHAIN MARKETPLACE
https://bankless.cc/uniswap
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps & Resources
00:00 Intro
4:30 MARKETS
https://www.nbcnews.com/business/economy/federal-reserve-interest-rate-decision-june-2023-pause-how-much-rcna88922
https://twitter.com/cryptobyrde/status/1667397644975742977
https://messari.io/screener
15:20 SEC Shenanigans #1 - Prometheum
https://twitter.com/RyanSAdams/status/1669076846070341633
https://twitter.com/MattWalshInBos/status/1669061636953366528
https://www.linkedin.com/posts/laurashin_prometheum-just-got-the-nod-from-us-activity-7069417456787681280-3Xrj
https://twitter.com/collins_belton/status/1669081113191391236
https://twitter.com/adamscochran/status/1669143092274888704
29:40 SEC Shenanigans #2 - Hinman’s Emails
https://storage.courtlistener.com/recap/gov.uscourts.nysd.551082/gov.uscourts.nysd.551082.831.70.pdf
https://twitter.com/MikeSeligEsq/status/1668591059968950272
https://twitter.com/nic__carter/status/1668606359078567937
https://twitter.com/venturecoinist/status/1667172894307229703
35:00 SEC Shenanigans #3 - SEC Wants 120 Days
https://twitter.com/iampaulgrewal/status/1668742688689070083
https://twitter.com/0xPolygonLabs/status/1667643925232852996
https://twitter.com/SolanaFndn/status/1667578529612017666
https://robinhood.com/us/en/support/ articles/cardano-polygon-solana-update/
38:50 SEC Hypocrisy
https://twitter.com/twobitidiot/status/1667488291216584705
https://twitter.com/twobitidiot/status/1668328519334780928
https://twitter.com/TrustlessState/status/1667957205864202243
42:30 SEC Stabilization Act
https://twitter.com/WarrenDavidson/status/1668305460368121857
https://twitter.com/WarrenDavidson/status/1668316484198596627
https://twitter.com/NTmoney/status/1666108498747457536
45:10 CFTC v Ooki DAO
https://www.cftc.gov/PressRoom/PressReleases/8715-23
https://twitter.com/lex_node/status/1667351457861971969
50:37 Uniswap V4
https://twitter.com/Uniswap/status/1668603580184502276
https://eips.ethereum.org/EIPS/eip-1153
1:02:10 Eigenlayer Mainnet Launch
https://twitter.com/eigenlayer/status/1669065156427681792
1:04:35 Polygon 2.0
https://twitter.com/0xPolygonLabs/status/1668312616459030528
1:06:35 Optimism's Bedrock Migration
https://twitter.com/hildobby_/status/1667097126482984960
https://imgur.com/f2hqf1q
1:07:05 NFTs
Kraken is launching Kraken NFT
https://twitter.com/krakennft/status/1666821582004846593
1:08:24 Blackrock will file for BTC ETF soon
https://www.theblock.co/post/234910/blackrock-bitcoin-etf-coinbase-coindesk
https://www.theblock.co/post/167392/blackrock-taps-krakens-cf-benchmarks-to-power-its-bitcoin-offering-exclusive
1:09:14 Hong Kong tells Banks to accept crypto
https://www.coindesk.com/policy/2023/06/15/hong-kong-put-pressure-on-three-major-banks-to-take-on-crypto-exchanges-as-clients-report/
1:10:10 Bank of China issues $28M in structured digital notes on Ethereum blockchain
https://www.ubs.com/global/en/media/display-page-ndp/en-20230609-tokenized-notes.html?caasID=CAAS-ActivityStream
1:10:45 Taiko alpha-3 testnet is live!
https://twitter.com/taikoxyz/status/1666429573737877505
1:11:23 Lens Protocol announced its $15 million funding round
https://twitter.com/lensprotocol/status/1666804101580214275
1:11:47 Jobs
https://bankless.pallet.com/jobs/bfe59a15-07a6-406c-b802-222efd113b66
1:15:19 TAKES
https://twitter.com/jessewldn/status/1668209744505458693
https://twitter.com/TrustlessState/status/1669329814568747009
1:17:48 What Are We Bullish On?
1:22:20 Meme Of The Week
https://twitter.com/Permissionless/status/1666851078250328064
1:23:04 Risks And Disclaimers
1:23:25 Moment of Zen
https://twitter.com/cocothecorncob/status/1669341697363304448
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Hayden Adams joins us to announce the release of Uniswap V4! He walks us through innovations new to Uniswap like hooks and singleton contracts in addition to a new upgrade that can lower gas costs up to 90%.
To launch V4 we need your help, the community, to contribute your opinions and decide the fate of this new protocol.
📣 ASYMETRIX PROTOCOL
https://bankless.cc/asymetrix
🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS:
0:00 Intro
5:56 Introducing Hayden
7:37 V4 Launch Date?
9:12 What Goes Live Today?
10:28 How Far Has Uniswap Come?
12:14 Can Uniswap Get Any Bigger?
13:52 Are Centralized Exchanges Competitors?
16:28 Why Do We Need V4
20:10 V4's Flagship Feature
24:47 Introducing, TWAM
28:29 A New Uniswap Fee Structure
33:57 How V4 Solves Efficiency
38:27 Singleton Contracts
41:08 The Gas Refund
43:29 The Hook Centric Roadmap
46:59 What Rollups Will Uniswap Live On?
51:34 Who Will Be Building Hooks
58:20 Fees On Withdrawals
1:05:35 Why Hooks?
1:10:18 Will Liquidity Migrate To V4?
1:16:34 How V4 Is Like a Centralized Exchange
1:20:47 Is This The Last Uniswap Upgrade?
1:22:38 Has Defi Peaked?
1:30:10 How To Get Started On V4
RESOURCES:
Uniswap V4 Blog Post: https://www.youtube.com/watch?v=ZmhdNiGOMRU
Hayden Adams: https://twitter.com/haydenzadams
Uniswap Labs: https://twitter.com/Uniswap
Hayden Last on Bankless: https://www.youtube.com/watch?v=9fqJzS08pPc
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Can we go Bankless using PayPal? We brought on Jose Fernandez da Ponte, the Senior Vice President of Blockchain, Crypto, and Digital Currencies at PayPal and Venmo to help us answer that question. Jose is responsible for driving PayPal’s efforts to bring the utility of crypto-assets and crypto-networks to their hundreds of millions of global consumers.
He also knows a thing or two about how the banking system works and how to fix it. And we also got the SVP of PayPal to say, “DeFi Mullet,” not once, but three times.
✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-jose-paypal
🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀
https://bankless.cc/GetThePerks
In today’s episode, we cover:
1) What PayPal sees in crypto
2) What PayPal’s 400M accounts can do with crypto today
3) How we get to $1T in stablecoins
4) What’s the role of CDBCs in a world of highly successful stablecoins? Can CDBCs and crypto co-exist?
5) Jose’s contrarian view on crypto regulatory environment in the U.S. and why he sees it as a “glass half full”
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
TIMESTAMPS:
0:00 Intro
7:55 What a PayPal Dollar Is
11:21 PayPal & Venmo Crypto
16:29 The Crypto Strategy
22:59 DeFi Mullet
27:33 Service Providers
31:24 Is Crypto Useless?
32:30 PayPal’s Crypto Back-End
34:40 How Hard Was PayPal’s Crypto Integration?
36:35 Path to $1T In Stablecoins
40:31 Payments
44:36 Gaming
46:46 Network Integration
49:47 DeFi on PayPal’s Radar?
56:38 What’s Broken About U.S. Banking?
1:01:51 Settlement in the U.S.
1:06:32 Best Digital Cash Society
1:13:10 Stablecoins in the U.S.
1:16:25 Crypto Regulation
1:20:44 Making Crypto More Useable
1:23:30 Closing & Disclaimers
RESOURCES:
Jose Fernandez da Ponte
https://www.linkedin.com/in/jose-fernandez-da-ponte-a46ba81/
Payments and Evolution of Stablecoins Paper
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4425922
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bankless Weekly Rollup
2nd Week of June 2023
🚀 AIRDROP ALPHA 🚀
https://bankless.cc/Alpha
🚀 Asymetrix
Go to https://bankless.cc/asymetrix
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
1:09 MARKETS
6:29 Are we at a Local High?
9:25 Ethereum Validator Queue
12:52 CEX Volume Stats
https://www.theblock.co/data/crypto-markets/spot/usd-support-exchange-volume-market-share
17:23 Gary Gensler on CNBC
https://youtu.be/VKxXdUvMqAc?t=277
19:28 SEC Sues Binance US
https://www.sec.gov/news/press-release/2023-101
https://www.sec.gov/news/press-release/2023-103
https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html
26:13 SEC Sues Coinbase
https://www.sec.gov/news/press-release/2023-102
https://twitter.com/MikeSeligEsq/status/1666063676145819648?s=20
31:34 Can Gary Get Away With This?
33:51 Cypherpunks Take
https://twitter.com/udiWertheimer/status/1666077587792166914?s=20
https://twitter.com/jack/status/1666078896327122946?s=20
38:39 Optimism Bedrock!
https://twitter.com/optimismFND/status/1666155844776361985?s=20
https://twitter.com/jessepollak/status/1664349169073414147
41:47 Arbitrum Ran Out Of Gas
https://www.dlnews.com/articles/defi/arbitrum-came-to-a-halt-as-its-sequencer-ran-out-of-gas/
43:42 ETH Validator Proposal
https://ethresear.ch/t/increase-the-max-effective-balance-a-modest-proposal/15801
49:22 ENS Upgrades
https://twitter.com/nicksdjohnson/status/1666368619876327424
https://www.my.box/
51:29 Rocketpool on zkSync Era
https://twitter.com/Rocket_Pool/status/1664276628468547587
52:58 Pooltogether Case Dismissed
https://twitter.com/lay2000lbs/status/1666532463428943875?s=20
56:12 Questions From The Nation
https://discord.com/channels/615592155481767941/1058053004705669211/1114707321000562738
https://discord.com/channels/615592155481767941/1058053004705669211/1115619057593495552
1:03:12 Takes Of The Week
https://twitter.com/zmanian/status/1658152508571697152?s=46
https://twitter.com/dankrad/status/1664958413829185536?s=46
https://twitter.com/FEhrsam/status/1665796974346420224?s=20
https://twitter.com/qaatani9/status/1664292528655413250?s=20
1:10:28 What Are We Bullish On?
1:14:05 Get More Of Anthony
1:15:29 Meme Of The Week
https://twitter.com/pseudotheos/status/1665730241845944331?s=46
1:16:15 Risks And Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Joining us today are the best in the biz Chervinsky & Amanda Tuminelli who are here to answer all our questions about the SEC and it's assault on the crypto industry as a whole.
📣 ASYMETRIX | STAKE stETH NOW
https://bankless.cc/asymetrix-pod
🚀 Airdrop Alpha is waiting for you on Bankless.com
https://bankless.cc/Alpha
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
CHAPTERS
0:00 Intro
6:05 Who are Jake and Amanda?
8:08 Breaking Down This Historical Moment
11:19 The SEC Never Wanted Crypto To Win
14:56 Why Is Gary So Confident?
18:43 David's Conspiracy Theory
23:52 What if Gary Actually Wins?
31:07 Clarity From The Court Date?
35:01 Does Gary Just Want the Fame?
36:49 Why The SEC Rejects Public Process
38:34 Is This Un-Constitutional?
44:06 Jake's Optimistic Take
48:14 The Digital Asset Bill
52:44 How YOU Can Take Action
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today we're joined by Ryan Selkis, the Founder and CEO of Messari and an outspoken political advocate for the crypto industry. We explore the current state of Crypto Regulation and how Ryan plans to fight in Washington with the Digital Freedom Alliance.
📣 ASYMETRIX PROTOCOL
https://bankless.cc/asymetrix
🚀 Airdrop Alpha is waiting for you on Bankless.com
https://bankless.cc/Alpha
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
0:00 Intro
9:34 Does Washington Want to Kill Crypto?
15:45 How the US Affects Global Regulation
27:54 Ryan Selkis Proposal
43:10 What we can learn from SBF
51:20 The Digital Freedom Alliance
59:08 Why we have to Play Politics
1:03:49 What’s Next
1:08:00 Closing and Disclaimers
Resources:
Ryan Selkis
https://twitter.com/twobitidiot
Join the Digital Freedom Alliance
https://joindfa.org/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
The SEC is showing all of its cards. Gary Gensler doesn't want the crypto industry to exist at all. After yesterday's Binance suit, the SEC is going after Coinbase too.
We brought on Coinbases's Legal Officer, Paul Grewal to hear how Coinbase plans to fight, how you, Bankless listener, can join the fight, and what's next for the crypto industry. Should we be optimistic?
📣 ASYMETRIX | STAKE stETH NOW
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🚀 Airdrop Alpha is waiting for you on Bankless.com
https://bankless.cc/Alpha
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Timestamps:
0:00 Intro
3:09 Coinbase Sued
4:42 Timing
6:50 What Does the SEC Want?
9:08 Gary's Confidence
10:38 SEC's Token/Security Choices
12:34 Will Coinbase Delist Tokens?
14:35 Freezing Coinbase Assets?
15:26 Next Steps
17:05 Future Court Case
18:20 What to be Optimistic About?
19:52 How to Join the Fight
21:02 Closing & Disclaimers
21:45 Coinbase Video
https://twitter.com/coinbase/status/1666135834062467083?s=20
Resources:
Coinbase Sued
https://twitter.com/BanklessHQ/status/1666061613357584384?s=20
Crypto435
https://www.coinbase.com/public-policy/advocacy/crypto435
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Today Gary Gensler and the SEC officially filed lawsuits against crypto exchanges Binance and Coinbase.
We break it all down and share some hot takes on what this means for the crypto industry as a whole.
📣 ASYMETRIX | STAKE stETH NOW
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🚀 Airdrop Alpha is waiting for you on Bankless.com
https://bankless.cc/Alpha
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
CHAPTERS
0:40 Is This Lawsuit a Surprise?
2:35 Is This Lawsuit a Suprise?
8:41 An Attack On Crypto
12:05 The 4 Big Questions
17:06 Gary's Public Statements
22:20 SEC Charges Overview
27:47 Analysis on Coinbase
30:31 Brian Armstrong's Take
32:58 The Case Against Binance
38:08 David's Take on All of This
43:38 What "Securities" Are Effected?
48:41 News Price Impact
53:35 Where Does Solana Stand?
57:39 Is ETH The Next Target?
1:02:17 Does Anybody Actually Want This?
1:05:15 Twitter Takes
1:09:08 Gary's Icarus Moment?
1:11:10 Closing Thoughts
Resources:
Binance Sued
https://twitter.com/BanklessHQ/status/1665744014081941506?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Is re-staking the biggest thing to happen to Ethereum since MEV?
We’re joined by Sreeram Kannan who walks us through Eigenlayer. The re-staking protocol that is set to change the trajectory of Ethereum forever. It may even be launching pretty soon…
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-sreeram-kannan
------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://www.bankless.com/the-ultimate-guide-to-airdrops?utm_source=YouTubeRSS&utm_medium=Info&utm_campaign=Airdrop_Alpha
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ Topics Covered
0:00 Intro 7:51 How Big Is Restaking? 9:41 What is Restaking? 16:22 What Was The Aha Moment? 21:32 Restaking Explained (Simply) 25:11 Where Does Eigenlayer Live? 29:40 Slashing on Eigenlayer 42:20 Risks of Restaking 57:23 Restaking Networks 1:05:27 Designing Modular Trust 1:07:43 Eigen DA 1:10:35 The 3 Aspects Of Trust 1:14:18 Tokens On Eigenlayer 1:17:54 Why Start a Network on Eigenlayer? 1:24:22 2 Uses Of Economic Security 1:26:06 Eigenlayer Alignment 1:30:42 Restaking Risk Management 1:36:19 Takes on Vitalik's Post 1:46:55 When is Mainnet Launch? 1:49:59 How Will Restaking Change The World? 1:56:59 Outro
——— Resources:
Sreeram Kannan: https://twitter.com/sreeramkannan
Vitalik’s Article ‘Don’t Overload’: https://vitalik.ca/general/2023/05/21/dont_overload.html
Sapiens by Yuval Harari: https://www.amazon.com/Sapiens-Humankind-Yuval-Noah-Harari/dp/0062316095
------ Related Episodes:
MEV: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa196eHJidEhiMUdla1Q5Y0FpWklJTVFkWXVfQXxBQ3Jtc0tuSGtubk1QcFpIS2lfeHdjQzJRY3dmbUFDdHpNNDRISlJfZ1F6MWh2SGM4X2JTWk1RbnVPb1dZVy1sRFF2WDNlNXFPQlFZN3dCRnJ3XzFyelp0WmxMTGtuSWh0eXhhejhuTTJCaVBDYnh6b042d2s1NA&q=https%3A%2F%2Fwww.bankless.com%2F-cryptos-existential-threat-mev-panel&v=nb7x7n8Ga3U
https://www.bankless.com/125-matt-cutler
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup
1st Week of June 2023
🚀 AIRDROP ALPHA 🚀
https://bankless.cc/Alpha
🚀 Asymetrix
Go to https://bankless.cc/asymetrix
BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
0:00 Intro
3:30 MARKETS
7:49 ETH Staking
https://twitter.com/hildobby_/status/1663960826225491996?s=20
10:25 CEX Balances 5 Year Low
https://decrypt.co/142507/ethereum-bitcoin-balances-exchanges-edges-5-year-lows
12:25 State of NFTs
https://twitter.com/cyounessi1/status/1663617804812136450?s=20
17:29 China Bullish On Crypto
https://www.theblock.co/post/232404/beijing-web3-white-paper
23:03 Celsius Has A Deal
https://www.coindesk.com/policy/2023/05/25/fahrenheit-wins-bid-to-acquire-assets-of-insolvent-crypto-lender-celsius/
28:16 Worst Crypto Winter?
https://twitter.com/icebergy_/status/1663693201620758528
https://twitter.com/RyanSAdams/status/1663973894645075969?s=20
36:00 SMALL NEWS
36:26 Bullish On Blend
https://dappradar.com/blog/blur-dominates-82-of-the-nft-lending-market
37:50 Coinbase Gas Free Transfers
https://twitter.com/CoinbaseWallet/status/1663680306329821184
39:47 MoonPay Took $150M?
https://twitter.com/web3isgreat/status/1663664708409339904?s=20
41:21 Paradigm Enters AI
https://www.theblock.co/post/232247/crypto-vc-paradigm-ai
44:00 Binance Layoffs
https://www.theblock.co/post/232696/binance-layoffs-cuts-jobs
45:50 Worldcoin Raises $115M
https://blockchain.capital/worldcoin-proof-of-personhood-world-id-and-the-future-of-crypto-onboarding/
50:07 Magic Raises $52M
https://magic.link/
52:54 Questions From The Nation
Join Our Discord - https://discord.gg/zMVU2bBrcz
1:06:10 Takes Of The Week
https://twitter.com/VentureCoinist/status/1662514641233166337?s=20
1:15:10 What Are You Bullish On?
https://twitter.com/TrustlessState/status/1663680140117680129?s=20
1:21:48 Risks & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
We get back to basics on the show with Dan who answers some fundamental questions about DeFi and what it means to actually be a decentralized protocol. What are the threats to DeFi and how can we build a great decentralized future.
📣 CONSENSYS | DILIGENCE FUZZING
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🚀 Airdrop Alpha is waiting for you on Bankless.com
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BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING
https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM
https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
Topics Covered
0:00 Intro
3:34 Let's Talk About DeFi
8:09 Intro To Dan
10:51 What About DeFi is Broken?
15:05 Why is DeFi Vulnerable?
17:23 What is an Oracle?
20:12 What if Chainlink Goes Down?
27:08 What Does it Mean To Be DeFi?
33:17 What Apps Are Actually Decentralized?
41:15 How Dependancy Free Apps Emerge
45:36 Solving the Liquidity Issue
47:57 Bring Your Own Oracle
54:36 Is Orcale Free The Future?
59:35 Closing and Disclaimers
———
Resources:
Dan Elitzer
https://twitter.com/delitzer
Why DeFi is Broken and How to Fix It, Pt 1: Oracle-Free Protocols
https://www.nascent.xyz/idea/why-defi-is-broken-and-how-to-fix-it-pt-1-oracle-free-protocols
Some of Dan’s favorites:
Panoptic - https://twitter.com/Panoptic_xyz?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Timeless - https://twitter.com/Timeless_Fi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Blend by Blur - https://twitter.com/blur_io?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
We welcome back Founder and CEO of Binance, CZ for his second appearance on Bankless. Last time CZ was on, Terra Luna hadn’t collapsed yet and FTX was still competing with Binance. A lot has changed.
In today’s episode, we cover it all. Here were some of the questions we discussed: 1) How can we tell what’s real vs. FUD with Binance? 2) What Happened with FTX from CZ’s perspective? 3) The difference between the current bear market vs. previous ones 4) Community questions from Justin Drake & Degen Spartan
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-cz
------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://bankless.cc/AirdropAlphaIsOnBankless
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
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👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ TIMESTAMPS:
0:00 Intro 6:54 How’s CZ 2023? 8:35 Why is Binance a FUD Magnet? 10:52 FTX & Ledger 16:57 Binance Transparency 26:40 Current Mood of Crypto 29:35 Another Cycle? 30:58 Binance’s Bear Market Strategy 36:44 Crypto’s Biggest Opportunity 39:48 Why Crypto Is Good for the World 42:06 The Exchange Wars 48:49 Best Regulation Jurisdictions 51:48 Justin Drake Question 54:00 Will Binance Buy a Bank? 56:30 BNB Chain Rollup on Ethereum? 59:13 CZ’s Thoughts on Twitter Post-Elon 1:00:36 CZ’s Bear Market Advice 1:04:46 Closing & Disclaimers
------ RESOURCES:
CZ https://twitter.com/cz_binance
CZ’s 1st Bankless Appearance https://www.youtube.com/watch?v=lldGpGsUcWw&ab_channel=Bankless
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 4th Week of May 2023
------ 🚀 AIRDROP ALPHA 🚀 https://bankless.cc/Alpha
------ 🚀 Consensys Diligence Fuzzing https://bankless.cc/diligence-fuzzing-pod
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ Topics Covered
0:00 Intro
3:45 MARKETS 6:25 ETH Staking https://dune.com/hildobby/eth2-staking 8:40 Lido Withdrawals https://twitter.com/TrueWaveBreak/status/1660860593526431744 10:55 Germany Recession https://www.reuters.com/markets/europe/germany-enters-recession-2023-05-25/ 12:10 Buying vs Renting https://twitter.com/GRDecter/status/1661057543219675136 15:00 1 in 10 Americans Use Crypto https://twitter.com/SebVentures/status/1661063483369177108 Brian Armstrong - https://twitter.com/brian_armstrong/status/1661449616393666560 20:00 NVDA AI https://www.cnbc.com/2023/05/24/nvidia-nvda-earnings-report-q1-2024.html
25:30 Postponing Ledger Recover https://www.ledger.com/blog/ledger-recover-a-message-from-pascal-gauthier-chairman-ceo-at-ledger 28:45 DCG Missed Payment https://twitter.com/ramahluwalia/status/1660981239254269952 33:20 Tornado Cash Hack https://twitter.com/samczsun/status/1660012956632104960
37:40 Binance Commingling Funds https://www.reuters.com/investigates/special-report/crypto-binance-money/ https://twitter.com/BanklessHQ/status/1661411951627436038
46:30 Apple Pay STEPN - https://twitter.com/Stepnofficial/status/1660616595792601091 Axie - https://www.coindesk.com/web3/2023/05/17/axie-infinity-game-launches-on-apple-app-store-in-key-markets/ 48:45 BASE Maine https://twitter.com/BuildOnBase/status/1661406955158618118 50:10 Pudgy Penguin Toys https://twitter.com/pudgypenguins/status/1659325632499572736 52:40 Do Kwon Bail Revoked https://decrypt.co/142224/terra-founder-do-kwon-back-in-jail-in-montenegro-bail-revoked 53:00 Vitalik Restaking https://twitter.com/VitalikButerin/status/1660356821779988480 https://twitter.com/BanklessHQ/status/1660791568482320390 59:13 Ron DeSantis Bitcoin https://www.trustnodes.com/2023/05/25/let-them-do-bitcoin-says-ron-desantis 1:02:30 Matcha Update https://twitter.com/matchaxyz/status/1661401872811565056 1:04:10 Connext Abstraction https://blog.connext.network/introducing-chain-abstraction-9b8f6e4dc31a 1:05:20 Astaria https://twitter.com/AstariaXYZ/status/1661733590923878401
1:05:50 Jobs https://pallet.xyz/list/bankless/jobs
1:08:20 Questions from the Nation https://bankless.cc/Alpha
1:18:30 Freedom to Innovate https://twitter.com/RyanSAdams/status/1661722723947610114 1:20:30 The Millennial Pause https://www.youtube.com/watch?v=WRYgLsy6kLk Gen Z Shake https://youtube.com/shorts/SsOrbYqiHVs
1:24:15 What David’s Bullish On https://imgur.com/a/U0KHn48 1:27:05 What Ryan’s Bullish On https://twitter.com/ryanberckmans/status/1661719300770615297
1:29:40 MEME of the Week https://imgur.com/Yndq4Xd
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Can the price of Ethereum really reach $30,000 by the end of the decade? On the show we go on a journey through VanEck’s new report detailing how exactly Ethereum can get there.
------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ Topics Covered
0:00 Intro 6:37 ETH to $11.8K 11:17 ETH Versus T-Bills 14:29 Predicting Ethereum Revenue 19:12 ETH As a Currency 25:21 Ethereum Security As a Service 30:20 Base vs Bull vs Bear Case 36:15 $300 or $50k? 45:14 The Impact of L2's 50:08 Ether vs Gold vs Bitcoin 53:56 Applying The Model To Solana 59:47 Inflows Are Important 1:01:45 Van Eck's Investing Strategy 1:05:06 When is The Next Bull Market 1:08:22 Closing And Disclaimers
——— Resources:
Matthew https://twitter.com/matthew_sigel
Patrick https://www.linkedin.com/in/patrick-bush-9a21a7b
VanEck’s Ethereum Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Taproot was the trojan horse that opened the door to a new wave of Bitcoin innovation and culture. At the forefront of this culture are Udi, Eric, and Nic, the taproot wizards causing a shift in the world of Bitcoin.
------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing-pod
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
----- Timestamps: 0:00 Intro 6:19 Introducing the Taproot Wizards 12:00 Rejected From Bitcoin Conferences 17:17 Meme and Culture Layer of Bitcoin 23:55 Taproot Was a Trojan Horse 30:28 Are Ordinals Good For Bitcoin Bags? 35:11 How Ordinals Have Changed Public Perception 41:27 A Bitcoin Civil War 47:14 "We Broke Bitcoin" 53:42 Addressing Bitcoin Media 1:04:15 Are David and Ryan Bitcoiners? 1:05:27 Closing and Disclaimers
------ Resources:
Nic Carter https://twitter.com/nic__carter
Eric Wall https://twitter.com/ercwl
Udi Wertheimer https://twitter.com/udiWertheimer
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Rohan Grey is an assistant professor at Willamette University College of Law and has been involved in the world of politics and government as it relates to our public money systems.
You might remember him as the guy behind the STABLE Act (Stablecoin And Bank Licensing Enforcement) which turned into an episode we did with him in December of 2020.
The topic of CBDC and the politicization of our money system has returned, so we wanted to get Rohan back on to learn about what this conversation from his point of view.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-rohan-grey
------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://bankless.cc/AirdropAlphaIsOnBankless
------ In today’s episode, Rohan helps us understand:
1) Who are the power structures supporting and fighting over the CBDC 2) Why the crypto community might have to support a digital dollar… or else!? 3) Why you should be skeptical about the anti-Gensler politicians 4) Finding the common ground between Rohan and Bankless
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ TIMESTAMPS:
0:00 Intro 7:39 CBDC Fight in D.C.? 9:20 What Side Is Rohan On? 11:07 Public vs. Private Money 14:36 The Political Chessboard 25:11 Republicans & CBDCs 30:22 Anti-Gensler Republicans 34:23 Central Bank Independence 40:15 Elizabeth Warren War on Crypto 51:25 Crypto x Political Alignment 57:50 The Case for Crypto 1:02:52 Public Goods & Capitalism 1:04:33 Digital Dollar & Privacy 1:07:21 The Central Banker Problem 1:16:49 Property Rights 1:22:44 Rohan’s Advice to Builders 1:28:09 Closing & Disclaimers
------ RESOURCES:
Rohan Grey https://twitter.com/rohangrey Rohan’s Previous Bankless Episode https://youtu.be/1ywsNq0XAfE
No Spy Cash https://www.nospycash.com/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 3rd Week of May 2023
------ 🚀 AIRDROP ALPHA 🚀 https://bankless.cc/Alpha
------ 🚀 Consensys Diligence Fuzzing https://bankless.cc/diligence-fuzzing-pod
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ Topics Covered
0:00 Intro
2:55 MARKETS 5:00 ETH Staking Update https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators Monitor: https://validator-queue-monitoring.vercel.app/ 7:00 Macro Market Trends https://www.cnbc.com/2023/05/15/paul-tudor-jones-says-the-fed-is-done-raising-rates-stocks-to-finish-the-year-higher-from-here.html 11:20 Liquidity Drying Up https://twitter.com/ramahluwalia/status/1657924211770380290 https://www.youtube.com/watch?v=qbr8965IYfo&t=3830s 13:30 The Bore Market https://twitter.com/sassal0x/status/1656857007385894912 14:50 The Promise of Crypto https://twitter.com/RyanSAdams/status/1659177889428914177 16:30 Layer Two Activity https://l2beat.com/scaling/tvl
21:30 What Happened to Ethereum? https://twitter.com/0x_Osprey/status/1659019122548830209 24:40 Client Diversity https://clientdiversity.org/#why 27:15 Not a Monolith https://twitter.com/TrustlessState/status/1657316158729494528 29:30 Block Reorgs https://www.youtube.com/watch?v=QkMjcqVEARc
33:15 Is Ledger Safe? https://www.ledger.com/recover 36:30 Ledger Comms https://twitter.com/Ledger_Support/status/1658892462440456192 40:10 Canceling Ledger https://twitter.com/oklahodl1/status/1658580508320620546 https://twitter.com/0xfoobar/status/1658460603831263232 https://twitter.com/Mudit__Gupta/status/1658368265687556097 https://twitter.com/hosseeb/status/1658740433361702913 43:25 Did They Do Anything Wrong? https://twitter.com/0xfoobar/status/1658965272416452609 49:00 Redundancy https://twitter.com/TrustlessState/status/1658788949165322242
51:00 Coinbase vs the SEC https://twitter.com/MetaLawMan/status/1656737447756038177 53:30 Gary Speaks https://twitter.com/ROCKilroy/status/1658206561125146630?s=20 55:00 Summary https://twitter.com/milesjennings/status/1658515975170555904
58:00 Nike Dot Swoosh https://www.swoosh.nike/location 1:01:10 Optimism Bedrock https://twitter.com/optimismFND/status/1658202279147601921 Polynya: https://twitter.com/apolynya/status/1658312190577836032 1:04:05 Worldcoin OP https://worldcoin.org/blog/announcements/worldcoin-commits-optimism-superchain-vision-ahead-mainnet-launch 1:04:55 Lido v2 https://twitter.com/LidoFinance/status/1658195242149879824 1:05:20 PayPal MetaMask https://metamask.io/news/latest/metamask-and-paypal-all-you-need-to-know-about-buying-eth/ 1:06:30 On-Chain Cease & Desist https://twitter.com/zachxbt/status/1659078481228058624 1:08:00 DRC-20s on Dogecoin https://bitinfocharts.com/comparison/transactions-btc-ltc-doge.html#3m Doge Maxis: https://twitter.com/938433911/status/1657961759322562560 1:09:45 EU MiCA Just Passed https://www.consilium.europa.eu/en/press/press-releases/2023/05/16/digital-finance-council-adopts-new-rules-on-markets-in-crypto-assets-mica/ 1:11:00 Do Kwon Bail https://www.theblock.co/post/230575/do-kwon-bail 1:12:15 Sam Altman Congress https://twitter.com/BanklessHQ/status/1658498249727307776
1:19:00 Questions from the Nation
1:25:00 David’s Shirt https://twitter.com/TrustlessState/status/1659182411467350016 1:26:40 Abandoning Wallets https://twitter.com/0xDesigner/status/1658851890803744768
1:28:00 What David’s Bullish On https://imgur.com/vlEaQMG 1:29:25 Permissionless Spaces
1:30:15 What Ryan’s Bullish On https://twitter.com/RyanSAdams/status/1658660759352614914 https://twitter.com/MetaVsGaming/status/1658687862269771777
1:36:40 MEME of the Week https://twitter.com/MinisterOfNFTs/status/1657793552808656900 https://twitter.com/balajis/status/1657879440146444288
1:37:15 Moment of Zen https://twitter.com/linusekenstam/status/1657083568231702528
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Did Ethereum break or what actually happened?
We brought on Preston Van Loon & Terence Tsao, two Ethereum Protocol Developers, to help us answer that question.
------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing-pod
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ Timestamps:
0:00 Intro 7:53 Did Ethereum Break? 8:22 What Happened? 14:50 Slot Visualization & Connectivity 20:30 Did Users Notice? 23:57 Why Was This Worrisome? 26:19 Preston & Terence's Emotional Response 35:55 Ethereum Resilience 39:30 Was This Good For Ethereum? 41:20 Solana vs. Ethereum Liveness 44:40 Closing & Disclaimers
------ Resources:
Is Ethereum Breaking? https://twitter.com/BanklessHQ/status/1657122512516575232
Preston Van Loon https://twitter.com/preston_vanloon
Terence Tsao https://twitter.com/terencechain
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ledger has been the center of attention since the announcement of their new “Recover” feature which has brought into question how secure our Ledger devices actually are.
Charles joins us to walk through how exactly this recover feature functions, breaking down how a Ledger actually functions, and possible paths moving forward.
------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing-pod
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku
🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
------ Topics Covered
0:00 Intro 6:21 Ledger's Recover Service Overview 18:40 Is Ledger Recover Forced or Opt-In? 23:07 Dissecting a Ledger Device 29:41 Can Firmware Reveal Private Keys? 36:54 A Social Contract With Ledger 42:31 Assurance Of No Back Door 51:16 2-Part Firmware Solution? 57:42 Will Ledger Forget About Us? 1:02:46 Closing and Disclaimers
——— Resources:
Charles https://twitter.com/P3b7_
Ledger https://twitter.com/ledger
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Edward Chancellor is a financial historian, journalist, and author of, "Devil Take the Hindmost: A History of Financial Speculation" and his latest, “The Price of Time: The Real Story of Interest”
The two books link together the history of money and finance, and human culture.
In today’s episode we explore the ways in which money and finance is embedded deeper in our lives than we may have previously thought.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-edward-chancellor ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://bankless.cc/AirdropAlphaIsOnBankless
------ We’re living in the era of Central Banker Capitalism, low interest rates and everything bubbles. Is this a new era? What does history tell us will happen next?
Edward Chancellor is going to help us answer these questions. And along the way, you’ll learn timeless lessons about interest, debt, and the time value of money.
------ BANKLESS SPONSOR TOOLS:
📣 SWELL | Stake with Swell https://bankless.cc/Swell
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ TIMESTAMPS:
0:00 Intro 8:24 Edward’s Book Overlap 19:32 Speculative Bubble’s Inevitability 26:27 Interest, Debt, & Loans 31:15 Debt Jubilee & Inflation 35:05 The Necessity of Inflation 41:55 The Natural Rate of Interest 53:35 The Everything Bubble 1:04:10 The Price of Time 1:07:38 Devil’s Take the Hindmost 1:10:40 Have We Learned From Past Bubbles? 1:17:30 Austrian vs. Keynesian Economics 1:21:20 Edward’s Thoughts on Crypto 1:38:50 Predictions: What Happens Next? 1:42:27 Closing & Disclaimers
------ RESOURCES:
The Price of Time https://www.amazon.com/Price-Time-Real-Story-Interest/dp/0802160069
Devil Take the Hinemost https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806
Primitive Money https://www.elsevier.com/books/primitive-money/einzig/978-0-08-011679-2
Digital Chicago Plan - Column In Breakingviews https://www.breakingviews.com/columns/digital-chicago-plan-fixes-many-financial-woes/
Irving Fisher 100% money https://mises.org/library/100-money
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of May 2023
------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
------ 🚀 Stake with Swell https://bankless.cc/Swell
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro
2:45 MARKETS 5:40 Happy Anniversary https://twitter.com/trustlessstate/status/1655845355412660228 5:55 Market Makers https://twitter.com/thiccythot_/status/1656054917490958336 https://twitter.com/TrustlessState/status/1656663450825945093 11:30 Holding and Staking https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators 15:10 Staking All Time High https://twitter.com/sassal0x/status/1656136243271569408 15:40 State of Staking https://bankless.cc/3LWtdc9 17:52 Interest Rates https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1 23:40 ETH Price Analysis https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/ 29:15 Meme Coins https://twitter.com/BanklessHQ/status/1656315380913123329 30:20 PEPE Crypto https://twitter.com/thiccythot_/status/1654775743577038848 34:50 Pepe Analysis https://twitter.com/masonversluis/status/1655013413679157248 https://twitter.com/thiccythot_/status/1654775750657028099 36:45 MEV Sandwich Attacks https://eigenphi.substack.com/p/performance-appraisal-of-jaredfromsubway-eth 39:35 Is this a Bad Thing?
42:10 Bitcoin BRC-20 Boom https://metaversal.banklesshq.com/p/brc20 44:40 UniSat Marketplace https://unisat.io/market 45:20 BTC Ponzi https://twitter.com/ercwl/status/1654816512853639168?s=20 45:55 ORDI Token https://twitter.com/DefiIgnas/status/1655442270399893504?s=20 46:30 Bitcoin Fees https://imgur.com/PX4nlri 49:10 Binance Halts Withdrawals https://twitter.com/binance/status/1655227965062672384
49:30 Bitcoin is Changing https://twitter.com/ercwl/status/1655412393520889856 https://twitter.com/ercwl/status/1656069125947506688 https://twitter.com/ercwl/status/1656274017064558592 https://twitter.com/ameensol/status/1656088308450205696 https://twitter.com/LeonidasNFT/status/1656037677630730240 https://twitter.com/nic__carter/status/1655340472699584514 https://twitter.com/ercwl/status/1656104399674933249
57:30 Brad Sherman https://twitter.com/CoinDesk/status/1656372051035209728 https://twitter.com/BradSherman/status/1653928972026093569 https://twitter.com/TrustlessState/status/1656606486217334786
1:02:10 Lido Withdrawals https://twitter.com/POTUS/status/1655988502079602690 1:02:45 Arbitrum Revenue https://twitter.com/arbitrum/status/1656090360119017472 https://twitter.com/apolynya/status/1656115057380544514 1:05:54 Brian Armstrong UAE https://imgur.com/n9bSjC5 1:07:30 PayPal Crypto https://www.sec.gov/ix?doc=/Archives/edgar/data/0001633917/000163391723000072/pypl-20230331.htm 1:07:45 Elon Milady NFT https://twitter.com/elonmusk/status/1656326406618619910 1:08:10 Su Zhu vs Arthur Hayes https://downloads.coindesk.com/legal/Zhu_Su_Hayes.pdf 1:09:55 Stripe Crypto OnRamp https://stripe.com/en-gb-cz/newsroom/news/fiat-to-crypto-onramp 1:10:18 Worldcoin Wallet https://twitter.com/tiagosada/status/1655569631543975937 1:12:30 David Met the Orb https://twitter.com/TrustlessState/status/1655861898162864128 1:14:30 Ethereum Attestation Service https://twitter.com/eas_eth/status/1654957376473272322 1:15:00 Bittrex Bankruptcy https://storage.courtlistener.com/recap/gov.uscourts.deb.189880/gov.uscourts.deb.189880.11.0.pdf 1:15:15 Blockworks Raise https://twitter.com/JasonYanowitz/status/1655946975072894978
1:16:20 JOBS https://pallet.xyz/list/bankless/jobs
1:18:00 Questions from the Nation https://www.galaxy.com/galaxyperspectives/exploring-mev-on-eigenlayer/
1:21:30 What David’s Bullish On https://twitter.com/nocturne_xyz/status/1653425371189227521 1:23:30 What Ryan’s Bullish On
1:27:30 MEME of the Week https://www.tiktok.com/@kitbogashow/video/7231353577535474987?lang=en
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Are Democrats against Crypto? That’s the question we bring in today’s State of the Nation with New York Representative Ritchie Torres.
It seems that crypto is becoming an increasingly divisive and polarized topic in the halls of Congress, and we are hopeful that we can find some common ground on both sides of the aisle.
Crypto is good for the American people. It’s as simple as that.
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 7:00 What is MEV? 13:30 MEV is Subjective 17:15 The Oil Analogy 21:15 The Benefits of Smoothing 28:35 Builders and Proposers 38:45 Forced Centralization 44:35 Rug Pool Protection 48:30 Distribution 58:20 Pros of Burning 1:05:15 Burning on Overdrive 1:09:30 Does this Hurt Stakers? 1:13:55 Too Deflationary? 1:23:30 Monetary Premium 1:28:15 EIP-4844 1:31:00 The Engine 1:35:50 Wen?
——— Resources:
Rep. Torres https://twitter.com/RitchieTorres?s=20
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ram Ahluwalia, CEO of Lumida Wealth Management, joins us for his second time on Bankless to discuss the latest bank failure and what it means for the rest of the traditional finance system.
Are there more failures to come? Can crypto save the banks? Why are politicians being quiet this time around? What will Powell do next? Answers to these questions and much more in the episode.
------ 🚀 Stake with Swell https://bankless.cc/Swell
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Timestamps:
0:00 Intro 8:30 Season Two of the Banking Crisis 10:38 First Republic Bank 13:00 Politicians Being Quiet? 15:13 Ram's Slide Agenda 16:10 Co-Morbidities of Bank Failures 23:40 Negative Equitites 24:40 Publicly Traded Banks 30:27 The Walls Preventing a Collapse 35:40 The Banks' Mycelium Network 39:26 What's the Problem? 45:50 Commercial Real Estate 47:10 The Next 2008? 50:10 CRE Risk 53:07 Arthur Hayes Take 56:40 Balaji Take 1:01:13 Will Powell Blink? 1:03:20 How to Fix the Banks 1:09:35 How Crypto Saves the Banks? 1:12:55 Closing & Disclaimers
------ Resources:
Ram Ahluwalia https://twitter.com/ramahluwalia
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ethereum is getting yet another economic upgrade! The scarcity engine is getting a massive level up with the advent of the MEV Burn.
With Justin Drake and Domothy, they walk us through the research and reasoning behind this next upgrade
Just when we thought we couldn’t get any more bullish…
------ 🚀 DEBRIEF 🚀 https://bankless.cc/YouTubeInfo
------ BANKLESS SPONSOR TOOLS:
📣 SAFE (Gnosis) | ACCOUNT ABSTRACTION https://bankless.cc/AA
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 7:00 What is MEV? 13:30 MEV is Subjective 17:15 The Oil Analogy 21:15 The Benefits of Smoothing 28:35 Builders and Proposers 38:45 Forced Centralization 44:35 Rug Pool Protection 48:30 Distribution 58:20 Pros of Burning 1:05:15 Burning on Overdrive 1:09:30 Does this Hurt Stakers? 1:13:55 Too Deflationary? 1:23:30 Monetary Premium 1:28:15 EIP-4844 1:31:00 The Engine 1:35:50 Wen?
——— Resources:
Justin Drake: https://twitter.com/drakefjustin?s=20
Dom: https://twitter.com/domothy?s=20
Hildobby's Dune Board: https://dune.com/hildobby/eth2-staking
Ultrasound.Money: https://ultrasound.money/
------ Related Episodes:
EIP-1559: https://www.bankless.com/-eip-1559-hasu https://www.bankless.com/-eip-1559-expert-panel-tim-beiko
MEV: https://www.bankless.com/-cryptos-existential-threat-mev-panel https://www.bankless.com/125-matt-cutler
Ultra Sound Money: https://www.bankless.com/-sotn-44-modeling-ultra-sound-money https://www.bankless.com/-ultra-sound-money-justin-drake https://www.bankless.com/-moon-math-the-bull-case-for-cryptography
Justin Drake: https://www.bankless.com/134-ethereum-unsensored-with-justin https://www.bankless.com/shanghai-capella-eth-staking-withdrawals-with-tim-beiko-justin-drake-and-anthony-sassano https://www.bankless.com/150-bull-case-for-ethereum-iv-with-justin-drake-dcinvestor-anthony-sassano https://www.bankless.com/devcon-2-justin-drake https://www.bankless.com/15-bad-eth-takes-with-justin-drake https://www.bankless.com/the-pow-vs-pos-debate-lyn-alden-and https://www.bankless.com/-layer-zero-justin-drake
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 1st Week of May 2023
------ ✨Stake with Swell https://bankless.cc/Swell
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro
3:30 MARKETS 4:42 FED raised rates by 25 basis points https://www.federalreserve.gov/newsevents/pressreleases/monetary20230503a.htm https://twitter.com/carlquintanilla/status/1653822271520223232 https://twitter.com/RyanSAdams/status/1653856569145081856 10:31 Jim Bianco’s take: THEY KNEW THE RISKS https://twitter.com/biancoresearch/status/1653777745791401986
15:20 Banks Failure - Season 2! https://www.fdic.gov/news/press-releases/2023/pr23034.html 24:40 Comparison of the US banks’ failures since 2002 https://twitter.com/mbostock/status/1653221977895882752 27:49 Arthur Hayes’ take: The U.S. Banking System is now Nationalized https://twitter.com/CryptoHayes/status/1653175131123126272
33:41 Meanwhile, Balaji lost the Bitcoin bet https://twitter.com/balajis/status/1653451860488130565 https://twitter.com/balajis/status/1653449321185169409 https://imgur.com/a/Eu4aIIb https://imgur.com/a/Zg9Gh8r
41:48 Coinbase Going International https://twitter.com/coinbase/status/1653385513011740672 https://www.coinbase.com/blog/introducing-coinbase-international-exchange 44:44 In good news…Gary’s GOT 10 DAYS https://twitter.com/iampaulgrewal/status/1653898889311948800
48:35 VENMO bringing Wallets to 60M Americans https://twitter.com/RyanSAdams/status/1652049681050943489 51:00 EigenLayer Stage 1 Mainnet is set to launch https://twitter.com/eigenlayer/status/1653536292171567104 55:20 Sui Mainnet https://twitter.com/SuiNetwork/status/1653731940107956225 SUI coming in at a $13B valuation https://www.coingecko.com/en/coins/sui https://thedefiant.io/sui-raises-300m 59:10 Alexlar https://twitter.com/axelarcore/status/1653384907085737985 Bankless Show https://www.youtube.com/watch?v=erZyGlxchsA 1:01:59 Lens Layer 3 https://twitter.com/StaniKulechov/status/1651898620973576193
1:03:30 New Zachxbt Victim https://twitter.com/zachxbt/status/1651238822963826694 https://twitter.com/CoinGurruu/status/1651250297530974208
1:04:40 Biden proposes 30% climate change tax on cryptocurrency mining https://www.whitehouse.gov/cea/written-materials/2023/05/02/cost-of-cryptomining-dame-tax/
1:08:12 Jobs https://pallet.xyz/list/bankless/jobs
1:11:24 Questions from the Nation
1:16:27 Takes of the Week https://twitter.com/RyanSAdams/status/1653011542563069952 https://twitter.com/TrustlessState/status/1653674756715978752 https://twitter.com/erikvoorhees/status/1653935801338822663
1:20:44 What David’s Bullish On https://twitter.com/TrustlessState/status/1652053503307644930 1:24:34 What Ryan’s Bullish On
1:26:41 MEME of the Week https://twitter.com/natfriedman/status/1625850766039842824
1:30:05 Moment of Zen https://twitter.com/dcbuild3r/status/1653737344170618882 ---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan and David bring on Coinbase’s VP of International Policy, Tom Duff Gordon VP to discuss Coinbase’s exploration out of the United States.
Are they 4D chess? How does the crypto regulation in the U.S. shape up to overseas competition? Why is the U.S. driving crypto innovation abroad? Does the U.S. have any hope?
------ ✨Stake with Swell https://bankless.cc/Swell
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ TIMESTAMPS:
0:00 Intro 8:23 Is Coinbase Moving Offshore? 10:00 Coinbase’s International Plan 11:34 Will Coinbase Stay & Fight? 17:38 Is Ether a Security in the EU? 19:30 Ranking Crypto by Geography 24:03 The U.S.’s Crypto Friendliness Ranking 25:30 Coinbase International? 28:28 Coinbase’s Chessboard 32:46 Coinbase’s International Strategy 35:05 What U.S. Retail is Missing Out On 37:05 Coinbase’s Frustration 39:33 Coinbase’s Constraints 45:48 Crypto Game Theory 50:03 Timeline 50:35 Closing & Disclaimers
------ RESOURCES:
Tom Duff Gordon https://twitter.com/tomduffgordon
Coinbase Moving Offshore? https://www.bankless.com/coinbase-offensive-sec-united-states
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
AI is exploding into every facet of the internet. The convergence of Crypto and AI is inevitable, and we bring on Qiao Wang and Mohamed Fouda to discuss the opportunities and challenges this presents.
They explore why Web3 provides an interesting platform for AI, such as payment and execution rails for AI agents, easy access to financial tools, and the ability to commission resources permissionlessly. One example of this is AutoGPT, which uses AI to generate code for on-chain smart contracts.
How do we balance caution and optimism? How can we surf this tidal wave of innovation and new frontiers?
------ 🚀 Stake with Swell https://bankless.cc/Swell
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Resources:
Qiao Wang https://twitter.com/QwQiao
Mohamed Fouda https://twitter.com/mohamedffouda
Alliance https://alliance.xyz/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
We’re entering a new multi-chain and secure cross-bridge world very soon. With Axelar's General Message Passing launch, a new era for interoperability has been unlocked.
Tune in to hear from CEO/Co-Founder Sergey Gorbunov, Zaki Manian, Co-Founder of Sommelier Protocol, Co-Founder of Iqlusion, & Steven Goldfeder, Co-founder of Offchain Labs, and contributor to Arbitrum
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ TIMESTAMPS:
0:00 Intro 5:09 Axelar Explained 8:25 Cross-Chain Bridging 10:46 Axelar’s Announcement 15:10 Bridges of the Past & Future 19:00 General Message Passing 21:40 The New Way For Interoperability 28:42 Arbitrum’s Side 32:36 The Tech Metaphor 35:40 Multichain & Interoperable World 37:00 Bridge Security 39:05 GMP Applications & Services 40:57 Zaki’s Cosmos Vision 43:20 Why is this Bullish for Arbitrum? 47:27 Resources 48:00 Closing & Disclaimers
------ RESOURCES:
Sergey Gorbunov https://twitter.com/sergey_nog
Zaki Manian https://twitter.com/zmanian
Steven Goldfeder https://twitter.com/sgoldfed
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Society is off track. We all feel it. What’s wrong? How do we fix it without throwing out all the good parts? We brought on Tim Urban to help us answer these questions.
Tim Urban is a blogger, writer, and illustrator, who is best known for his blog "Wait But Why.” Started in 2013, “Wait But Why” covers various topics, from science and technology to social issues and human behavior. Tim recently wrote a book titled: “What's Our Problem?: A Self-Help Book for Societies,” which Ryan and David think offers a roadmap for the tribal crypto communities battling in the Web3 landscape.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-tim-urban ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha
------ In today’s episode, Tim covers many questions, but the overarching ones are: 1) Power Games vs Liberal Games 2) The Importance of Liberalism to Crypto protocols 3) How to find out whether your crypto tribe is a low-rung echo chamber, or high-mind idea lab 4) Why we MUST solve this problem in order to survive as a society
And of course, we had to ask him if AI is going to come kill us all…? Tim’s answer puts things into perspective.
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ TIMESTAMPS:
0:00 Intro 7:48 Why Are We Angry? 8:53 Defining Liberalism 17:09 Liberal vs. Power Games 29:45 Modernity, Liberalism, Institutions, & Norms 42:32 How Radical is Crypto? 46:29 Crypto and Tim’s Radical Levels Pyramid 51:05 Steelmanning the Liberalism Argument 1:03:31 Higher vs. Primitive Mind 1:13:51 How to Ascend the Ladder 1:19:50 Low Wrung Thinkers, Social Media, & Society 1:25:05 Tim’s Thoughts on AI 1:32:00 What Gives Tim Hope? 1:35:20 Closing & Disclaimers
------ RESOURCES:
Tim Urban https://twitter.com/waitbutwhy
Tim’s Blog https://waitbutwhy.com/
Tim’s New Book https://www.amazon.com/Whats-Our-Problem-Self-Help-Societies/dp/B0BVGH6T1Q
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of April 2023
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------ BANKLESS SPONSOR TOOLS:
📣 SAFE (Gnosis) | ACCOUNT ABSTRACTION https://bankless.cc/AA
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro
4:30 MARKETS 6:30 Mt Gox https://twitter.com/tier10k/status/1651317391626846214?s=20 10:00 ETH Staking https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators 12:00 Staking Dashboard https://dune.com/hildobby/eth2-staking 15:25 Polynya Post https://polynya.mirror.xyz/1ZTJ3_BG2-wnBTy6dJLM5E3TPH8wvLGKQVDAnv7VLIw
20:30 Coinbase Suing the SEC https://twitter.com/iampaulgrewal/status/1650655451720318976?s=20 22:00 MetaLawMan Comments https://twitter.com/MetaLawMan/status/1650847807480135681?s=20 24:50 Coinbase Responds to SEC https://youtu.be/pvbWPUCFdKA 36:30 Shield NFT https://twitter.com/coinbase/status/1650612986980048897?s=20
38:30 John Oliver https://youtu.be/o7zazuy_UfI
51:00 Voyager Binance Deal https://twitter.com/investvoyager/status/1650921887512272917?s=20 52:45 SBF Parents https://www.courtlistener.com/docket/66631291/133/united-states-v-bankman-fried/ 54:30 Lens Bonsai Layer 3 https://twitter.com/lensprotocol/status/1651270830729592832 55:05 DevConnect Istanbul https://twitter.com/EFDevconnect/status/1649069463797481472 55:45 Mad Lads https://twitter.com/Pinapaan/status/1651413751378354176?s=20 57:30 MiCA Going Through https://twitter.com/paddi_hansen/status/1649070968579452933?s=20 59:53 TransUnion DeFi Credit Score https://newsroom.transunion.com/transunion-spring-labs-and-quadrata-partner-to-deliver-credit-scoring-to-blockchain/ 1:00:45 Phi Bankless https://twitter.com/phi_xyz/status/1650801856329949184 1:02:10 Swell Maine https://twitter.com/swellnetworkio/status/1650672099382685698?s=46
1:02:50 Jobs https://pallet.xyz/list/bankless/jobs
1:06:20 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
1:12:00 Chamath Says Crypto is Dead https://youtu.be/WvTTDxMuAis?t=4870 1:15:50 Running an ETH Node https://twitter.com/EthereumOnARM/status/1650805006872768512 18:30 AGI Alignment https://twitter.com/TrustlessState/status/1651538022360285187?s=20
1:22:45 What David’s Bullish On 1:24:40 What Ryan’s Bullish On
1:29:00 MEME of the Week
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
------ 📣 SAFE (Gnosis) | Non-Technical Hackathon Sign-up!! https://bankless.cc/AA
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
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🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Resources:
Paul Grewal https://twitter.com/iampaulgrewal
Coinbase Suing SEC Blog Post https://www.coinbase.com/blog/coinbase-takes-another-formal-step-to-seek-regulatory-clarity-from-sec-for
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ledger from UpOnly joins Ryan and David without Cobie or an appendix. However, Ledger brings the heat. He gives his takes, predictions, and everything in between on all things ETH, BTC, Shitcoins, Gensler's grilling, and macro.
------ 📣 SAFE (Gnosis) | Non-Technical Hackathon Sign-up!! https://bankless.cc/AA
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Resources:
Ledger https://twitter.com/ledgerstatus
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Paul Christiano runs the Alignment Research Center, a non-profit research organization whose mission is to align future machine learning systems with human interests. Paul previously ran the language model alignment team at OpenAI, the creators of ChatGPT.
Today, we’re hoping to explore the solution-landscape to the AI Alignment problem, and hoping Paul can guide us on that journey.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-paul-christiano ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ ✨ Always wanted to become a Token Analyst? Bankless Citizens get exclusive access to Token Hub. Join Them. https://bankless.cc/TokenHubRSS
------ In today’s episode, Paul answers many questions, but the overarching ones are: 1) How BIG is the AI Alignment problem? 2) How HARD is the AI Alighment problem? 3) How SOLVABLE is the AI Alignment problem?
Does humanity have a chance? Tune in to hear Paul’s thoughts.
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 9:20 Percentage Likelihood of Death by AI 11:24 Timing 19:15 Chimps to Human Jump 21:55 Thoughts on ChatGPT 27:51 LLMs & AGI 32:49 Time to React? 38:29 AI Takeover 41:51 AI Agency 49:35 Loopholes 51:14 Training AIs to Be Honest 58:00 Psychology 59:36 How Solvable Is the AI Alignment Problem? 1:03:48 The Technical Solutions (Scalable Oversight) 1:16:14 Training AIs to be Bad?! 1:18:22 More Solutions 1:21:36 Stabby AIs 1:26:03 Public vs. Private (Lab) AIs 1:28:31 Inside Neural Nets 1:32:11 4th Solution 1:35:00 Manpower & Funding 1:38:15 Pause AI? 1:43:29 Resources & Education on AI Safety 1:46:13 Talent 1:49:00 Paul’s Day Job 1:50:15 Nobel Prize 1:52:35 Treating AIs with Respect 1:53:41 Uptopia Scenario 1:55:50 Closing & Disclaimers
------ Resources:
Alignment Research Center https://www.alignment.org/
Paul Christiano’s Website https://paulfchristiano.com/ai/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of April 2023
------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
------ BANKLESS SPONSOR TOOLS:
📣 SAFE (Gnosis) | ACCOUNT ABSTRACTION https://bankless.cc/AA
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro
4:10 MARKETS 10:00 ETH Staking https://www.rated.network/overview https://imgur.com/JyEFP6j
24:00 Gary Gensler https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=408708 27:15 Patrick McHenry https://twitter.com/BanklessHQ/status/1648359230179782656 29:50 Tom Emmer https://twitter.com/TylerSCrypto/status/1648360838544203777?s=20 35:30 Warren Davidson https://twitter.com/WarrenDavidson/status/1648379560122105882?s=20 37:20 Gary Fans https://twitter.com/BanklessHQ/status/1648365096413052928?s=20 42:20 Missing SBF https://twitter.com/sassal0x/status/1648135965456863236?s=46 43:50 ETH is Not a Security https://twitter.com/lay2000lbs/status/1648356295622422529?s=20 44:40 Republicans vs Democrats https://twitter.com/TrustlessState/status/1648365962100367361?s=20
46:30 Gensler vs Bittrex https://www.sec.gov/news/press-release/2023-78 https://twitter.com/MasonVersluis/status/1647987623670218752?s=20 50:50 SEC Crypto Regulations https://twitter.com/TrustlessState/status/1648234719081816064 51:40 Coinbase Bermuda https://fortune.com/crypto/2023/04/19/coinbase-gets-bermuda-license-plans-to-launch-offshore-exchange-in-coming-weeks/
53:30 SEC Decentralized Exchanges https://www.coindesk.com/layer2/2022/04/05/a-new-sec-definition-for-exchanges-has-big-implications-for-crypto/ 55:30 Opaque Regulation https://www.coincenter.org/a-new-sec-proposal-has-a-serious-change-hidden-within-its-complex-language/ 57:15 Hester Peirce https://www.sec.gov/news/statement/peirce-rendering-inovation-2023-04-12
1:05:00 Rocket Pool Atlas https://twitter.com/Jasper_ETH/status/1647409214027972615?s=20 https://medium.com/rocket-pool/rocket-pool-atlas-upgrade-7c69e39a3d5f https://twitter.com/drworm_eth/status/1648427406259294209?s=20 https://dune.com/drworm/rocketpool 1:09:40 Magi OP Stack Rollup https://twitter.com/NoahCitron/status/1648702968219471875?s=20 1:11:20 Uniswap Wallet https://www.youtube.com/watch?v=C74rHvKgnWU 1:12:20 Unknown Exploit https://twitter.com/tayvano_/status/1648187031468781568 1:16:45 Solana Phone https://twitter.com/solanamobile/status/1646580454768910344 1:18:35 Mattel Crypto https://corporate.mattel.com/news/mattel-creations-launches-digital-collectibles-marketplace 1:19:10 Trump NFTs https://collecttrumpcards.com/
1:20:30 1inch on zkSync https://twitter.com/1inch/status/1649050974751948800?s=46 1:20:45 Apple Savings Account https://www.apple.com/newsroom/2023/04/apple-cards-new-high-yield-savings-account-is-now-available-offering-a-4-point-15-percent-apy/ 1:22:45 Permissionless II https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
1:27:00 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
TAKES 1:36:30 Mocking Crypto https://twitter.com/_blakewest/status/1646181872194703360?s=46 1:39:00 Backed by the Army https://twitter.com/bendifrancesco/status/1648767224159559701?s=46
1:40:45 What David’s Bullish On 1:42:45 What Ryan’s Bullish On
MEME of the Week https://twitter.com/BanklessHQ/status/1648442906301325314
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Today, we're talking about the State of Crypto with Eddy Lazzarin, the CTO of a16z Crypto.
The 2023 a16z Crypto Report was published last week and discussed a number of topics, including developer activity, transaction volume, users, and so much more.
What are the best insights as we look forward to the rest of the year?
------ 📣 SAFE (Gnosis) | Non-Technical Hackathon Sign-up!! https://bankless.cc/AA
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Resources:
2023 State of Crypto Report https://a16zcrypto.com/content/article/state-of-crypto-report-2023/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In this highly anticipated sequel to our 1st AI conversation with Eliezer Yudkowsky, we bring you a thought-provoking discussion with Robin Hanson, a professor of economics at George Mason University and a research associate at the Future of Humanity Institute of Oxford University.
Eliezer painted a chilling and grim picture of a future where AI ultimately kills us all. Robin is here to provide a different perspective.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-robin-hanson ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ ✨ NEW BANKLESS PRODUCT | Token Hub https://bankless.cc/TokenHubRSS
------ In this episode, we explore:
- Why Robin believes Eliezer is wrong and that we're not all going to die from an AI takeover. But will we potentially become their pets instead? - The possibility of a civil war between multiple AIs and why it's more likely than being dominated by a single superintelligent AI. - Robin's concerns about the regulation of AI and why he believes it's a greater threat than AI itself. - A fascinating analogy: why Robin thinks alien civilizations might spread like cancer? - Finally, we dive into the world of crypto and explore Robin's views on this rapidly evolving technology.
Whether you're an AI enthusiast, a crypto advocate, or just someone intrigued by the big-picture questions about humanity and its prospects, this episode is one you won't want to miss.
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 8:42 How Robin is Weird 10:00 Are We All Going to Die? 13:50 Eliezer’s Assumption 25:00 Intelligence, Humans, & Evolution 27:31 Eliezer Counter Point 32:00 Acceleration of Change 33:18 Comparing & Contrasting Eliezer’s Argument 35:45 A New Life Form 44:24 AI Improving Itself 47:04 Self Interested Acting Agent 49:56 Human Displacement? 55:56 Many AIs 1:00:18 Humans vs. Robots 1:04:14 Pause or Continue AI Innovation? 1:10:52 Quiet Civilization 1:14:28 Grabby Aliens 1:19:55 Are Humans Grabby? 1:27:29 Grabby Aliens Explained 1:36:16 Cancer 1:40:00 Robin’s Thoughts on Crypto 1:42:20 Closing & Disclaimers
------ Resources:
Robin Hanson https://twitter.com/robinhanson
Eliezer Yudkowsky on Bankless https://www.bankless.com/159-were-all-gonna-die-with-eliezer-yudkowsky
What is the AI FOOM debate? https://www.lesswrong.com/tag/the-hanson-yudkowsky-ai-foom-debate
Age of Em book - Robin Hanson https://ageofem.com/
Grabby Aliens https://grabbyaliens.com/
Kurzgesagt video https://www.youtube.com/watch?v=GDSf2h9_39I&t=1s
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of April 2023
------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 2:45 CryptoTaxCalculator https://bit.ly/3me8nfF
4:45 MARKETS 13:20 Layer 2 Adoption https://l2beat.com/scaling/tvl 16:00 a16z Report https://a16zcrypto.com/content/article/state-of-crypto-report-2023/ 18:40 Trusting Crypto https://www.pewresearch.org/fact-tank/2023/04/10/majority-of-americans-arent-confident-in-the-safety-and-reliability-of-cryptocurrency/
24:00 Shapella Withdrawals https://twitter.com/etherscan/status/1646281789735047168 28:40 Danny Ryan https://twitter.com/dannyryan/status/1641679529188925442 29:50 Nail-Biter 35:25 ETH Withdrawal Stats https://app.metrika.co/ethereum/dashboard/withdrawals-overview
41:25 Arbitrum Foundation https://twitter.com/arbitrum/status/1642653013062868992 48:30 Eric Wall Take https://twitter.com/ercwl/status/1644819508798865408
52:00 Euler Redemptions https://forum.euler.finance/t/plan-for-redemption-of-euler-funds-v2/947 53:55 Bitcoin Lightspark https://twitter.com/davidmarcus/status/1645849537691676672 56:10 FTX Recovery https://twitter.com/WatcherGuru/status/1646207148244844560 59:45 Japan Crypto https://www.coindesk.com/policy/2023/04/06/japan-releases-web3-white-paper-to-promote-industry-growth-in-the-country/ 1:03:20 Winklevoss Gemini https://archive.ph/iCDGW
1:03:15 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
1:06:00 MetaMask Buy https://twitter.com/MetaMask/status/1645446587131346946 1:06:30 Etherscan Token Approval https://twitter.com/tayvano_/status/1644977491612930048 1:10:50 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
1:18:05 Regulation https://twitter.com/financenewsguy/status/1646116774880989184
1:23:30 What David’s Bullish On https://twitter.com/sassal0x/status/1644543263670685698 1:25:25 What Ryan’s Bullish On
MEME of the Week https://cdn.discordapp.com/attachments/519280913289445376/1096072369128345650/unnamed_81.png
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan, David, Tim Beiko, Justin Drake, and Anthony Sassano unpack everything you need to know about today’s, highly anticipated Shanghai-Capella: ETH Staking Withdrawals.
Also, the five cover ETH staking mechanics, withdraw upgrade FUD myths, what’s next for Ethereum, and Justin’s prediction around, staking airdrops?!...
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 8:20 Shanghai-Capella Explained 10:09 ETH Staking Mechanics 14:33 Deposit Queue 18:10 Why Shanghai-Capella 21:04 Importance of Shanghai-Capella 24:52 Validators & Finality 28:12 Sassal’s Thoughts on Shanghai-Capella 32:26 Major Derisk Event? 34:30 Demystifying Withdraw Upgrade FUD 42:35 Where Will Ether Accrue? 46:20 Benefits of Competition for ETH Stakers 48:55 Bear Case for ETH Price 55:35 Solo-Staking 1:01:30 Making Solo-Staking Easier 1:04:30 Re-Keying 1:06:00 What is Next for Ethereum? 1:09:48 Anthony Sassano’s Tinkering Setup 1:15:50 Staking Airdrops?! 1:19:00 Closing & Disclaimers
------ Resources:
Tim Beiko https://twitter.com/TimBeiko
Justin Drake https://twitter.com/drakefjustin
Anthony Sassano https://twitter.com/sassal0x
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sriram Krishnan is a GP at a16z Crypto and a defector from Web2 to Web3. Formerly a Product Lead at Facebook, Twitter, and Snapchat, Sriram has seen basically everything there is to see in the world of Web2, and especially Web2 social. He also hosts a podcast with his wife covering tech and internet creators, so he knows a thing or two about the world of creators, internet social platforms, and crypto.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-sriram-krishnan ------ What’s broken about Twitter, Instagram, and Facebook? And how can it be fixed? Can it be fixed? Sriram has many profound ideas.
Growing up in a small town in India with little opportunity, Sriram used the internet to change the course of his life. Now he worries that these same opportunities won’t be available for the next generation. He believes Web3 is the only way to keep the internet full of opportunity for the next generations.
In today’s episode, we cover why Sriram defected from Web2 to Web3, why Twitter can topple world governments but can’t sell ads effectively, why every social media network has to start with status, how crypto and AI intersect, and much more.
------ Topics Covered
0:00 Intro 7:14 Eliezer Yudkowsky 8:19 Sriram’s Thoughts on A.I. 11:35 Sriram’s Background & North Star 16:10 The Early Internet Explained 19:54 The Permissionless of the Internet Today 22:18 What Are API Keys? 25:55 Towers vs. Townsquares 28:24 TikTok Hearings & Web2 Solutions 36:13 Twitter 43:25 New Age of Twitter 49:29 Web3 Social Tour 1:02:46 Overcoming Web2 Network Effects 1:20:20 How to Crypto-Pill Elon 1:22:38 Web2 Pausing Web3 Adoption 1:26:32 Future of Creators 1:30:25 Web3 & Creators 1:35:06 Crypto & AI 1:40:33 Sriram’s Closing Arguments 1:42:22 Closing & Disclaimers
------ Resources:
Sriram & His Wife’s Podcast https://www.youtube.com/@AarthiAndSriram/videos https://www.aarthiandsriram.com/
Sriram’s Twitter https://twitter.com/sriramk
Eugene Wei’s Status-as-a-Service https://www.eugenewei.com/blog/2019/2/19/status-as-a-service
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup First Week of April 2023
Daily Gwei: https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA
Anthony Sassano: https://twitter.com/sassal0x
------ 🚀 CONSENSUS GIVEAWAY: https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro
3:30 MARKETS 9:25 Self Custody https://twitter.com/santimentfeed/status/1640454653900124166 10:00 Uniswap vs Coinbase https://twitter.com/esatoshiclub/status/1642879360473464833 11:30 TraderJoe Arbitrum https://twitter.com/SizeChad/status/1641780916509974529 13:20 Nasdaq Price https://twitter.com/ercwl/status/1641974275023200257 15:25 Silk Road Bitcoin https://www.docdroid.net/cAA99Gw/123-pdf https://twitter.com/joemccann/status/1641845646226509824
21:30 Arbitrum Controversial Vote https://twitter.com/0xedenau/status/1642502145839890432 Vote: https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x3be7368a662d1cf12fa4da768d626edbc013be0dc7b994fef2e24d9a54e4033a Response: https://twitter.com/arbitrum/status/1642653014518366209 Clarification: https://twitter.com/arbitrum/status/1643699348683870211 AIP-1: https://forum.arbitrum.foundation/t/aip-1-arbitrum-improvement-proposal-framework/30
43:50 Elizabeth Warren’s War on Crypto Tweet: https://twitter.com/ewarren/status/1641138829162577928 Stop: https://twitter.com/BanklessHQ/status/1641738330147569664
50:04 Dogecoin Twitter https://twitter.com/elonmusk/status/1642976364080041984
51:55 Binance Interpol https://twitter.com/cobie/status/1643030646326202370 https://twitter.com/cobie/status/1643042169153028097 https://cryptopotato.com/cz-says-interpol-red-notice-rumors-are-fud/
58:45 Euler Hack https://twitter.com/eulerfinance/status/1643345907344379904 https://forum.euler.finance/t/special-announcement/900 1:02:45 Optimism RPGF https://optimism.mirror.xyz/Upn_LtV2-3SviXgX_PE_LyA7YI00jQyoM1yf55ltvvI 1:09:45 MEV Flashbots Attack https://twitter.com/Mudit__Gupta/status/1642844239733071872 https://twitter.com/hudsonjameson/status/1642806078088921094 https://twitter.com/metachris/status/1642862456556130306 https://twitter.com/nanexcool/status/1643325676051652612 1:19:30 EIP-4844 https://twitter.com/peter_szilagyi/status/1642945334396551171
1:21:24 News Opensea Pro: https://twitter.com/openseapro/status/1643314687134556160 Airplane Ticket NFT: https://flybondi.com/ar/ticket3puntocero MicroStrategy Bitcoin: https://twitter.com/BitcoinMagazine/status/1643624720598720513 Signature Tether: https://www.bloomberg.com/news/articles/2023-04-04/signature-s-signet-provided-path-for-tether-holders
1:24:30 zkSync Era https://twitter.com/zksync/status/1642277357368090626
1:31:15 Raises Ledger: https://www.ledger.com/blog/a-message-from-pascal-gauthier-chairman-ceo-of-ledger LayerZero: https://www.coindesk.com/business/2023/04/04/crypto-protocol-layerzero-raises-120m-series-b-at-3b-valuation/ Li.Fi: https://twitter.com/lifiprotocol/status/1643226950318837768 ENS Vision: https://twitter.com/ensvision/status/1643214583308472321
1:34:30 Jobs https://pallet.xyz/list/bankless/jobs
1:37:10 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1
1:40:15 TAKES War on Cryptography: https://twitter.com/functi0nzer0/status/1641774901949259777 FTX Credit Card: https://twitter.com/el_chapo_gb/status/1641138874205208584
1:42:10 MEME(s) of the Week https://twitter.com/bitcoinmagazine/status/1642955995407347712
Moment of Zen
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.
Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 6:00 Itay Returns 8:00 Reflecting on 2022 12:04 Equi Portfolio 15:35 Threading the Needle 19:10 Destroying Wealth 26:45 Accelerating Chaos 29:10 Inflation and Monetary Supply 38:30 The Fed is Bleeding 43:30 Small Cap Stocks 46:00 Will the Fed Pivot? 55:14 Economic Recession 1:01:14 Recession Indicators 1:02:59 Hopium 1:06:24 The US Banking System 1:09:44 How to Analyze the Economy
------ Resources:
Itay Vinik https://twitter.com/VinikItay?s=20
Equi https://www.equi.com/
Links to our recent macro series https://youtu.be/pP_HHE0kFhA https://youtu.be/E8lxrsF29u0 https://youtu.be/-DzY_pCFGbI. https://youtube.com/live/eregdZPLYjg. https://youtu.be/5sNCrPAwt6w
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Lyn Alden is one of crypto’s favorite macro commentators and also a frequent returning guest to the Bankless program. When Lyn comes on Bankless, you know it’s because Macro is confusing, and we need help navigating these chaotic waters.
Inflation! Bank run! Insolvency! Recession! Everyone’s yelling things! But what’s going to happen? Lyn has the answers.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-lyn-alden ------ In today’s episode, Lyn covers whether or not the Fed Balance sheet is expanding to infinity, what’s even on the Fed Balance sheet, how the Fed actually works, why a regional bank crisis might domino to the Dollar losing world reserve currency status, and how that same bank crisis might impact the 2024 US Election.
This is a Lyn Alden episode you don’t want to miss.
------ Topics Covered
0:00 Intro 5:09 Summary of Last Few Weeks 6:19 Speed Bump or Phase Change? 7:55 Nobody Knows What Happens Next 10:10 The Balaji to Ben Spectrum 18:14 Fed Balance Sheet Timeline 24:08 Run on the Fed? 31:05 U.S. Treasuries Value 41:31 Impact of the Economy Post-Sucking 47:31 Innovation Damper 49:18 Rethinking the Dollar’s Role in the World 52:52 Bull Case for Non-U.S. Dollar Supremacy 57:38 More Division in the Economy? 1:01:38 Loss of the Dollar? 1:08:00 Reserve Currency Predictions 1:12:47 Bitcoin Liquidity Profile 1:15:46 What Do We Do Lyn? 1:18:14 Is Crypto the Ultimate Tail Risk? 1:20:19 Closing & Disclaimers
------ Resources:
Lyn Alden Twitter https://twitter.com/LynAldenContact
Lyn Alden https://www.lynalden.com/
Links to our recent macro series https://youtu.be/pP_HHE0kFhA https://youtu.be/E8lxrsF29u0 https://youtu.be/-DzY_pCFGbI https://youtube.com/live/eregdZPLYjg
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup Last Week of March 2023
------ 📣 Infura | New SDK for NFT APIs For Devs https://bankless.cc/Infura
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🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro
3:56 Markets 5:49 2/3 of QT reversed https://twitter.com/biancoresearch/status/1639004727001358339 17:41 Staking tokens up - April 12 is the date https://decrypt.co/124812/ethereum-staking-tokens-shanghai-upgrade-gets-date 19:14 Arbitrum https://l2beat.com/scaling/projects/arbitrum https://twitter.com/TingHu888/status/1638884726441410561 21:00 How much ETH is lost forever? https://twitter.com/jconorgrogan/status/1637944295746412549
26:50 Binance gets busted https://www.cftc.gov/PressRoom/PressReleases/8680-23 https://twitter.com/Bonecondor/status/1640376962999787521 https://twitter.com/Bonecondor/status/1640398821153816592 https://www.binance.com/en/blog/from-cz/czs-response-to-the-cftc-complaint-2408916493005890282 https://twitter.com/blockbytescom/status/1640370581949362182
35:18 War on Crypto continues https://www.whitehouse.gov/wp-content/uploads/2023/03/ERP-2023.pdf https://twitter.com/FEhrsam/status/1638247809488150529 https://twitter.com/ryansadams/status/1640511693045346305
43:20 Crypto has its defenders even outside of crypto! https://twitter.com/nic__carter/status/1640494485456003072 https://twitter.com/FinancialCmte/status/1640804417850036227 https://twitter.com/Dennis_Porter_/status/1640144615843188737 https://www.bankless.com/congressman-tom-emmer-tackles-the-war-on-crypto https://decrypt.co/124872/sec-gensler-insists-clear-rules-crypto-already-exist https://twitter.com/RyanSAdams/status/1641060548312813570
57:38 ETH 57:45 Polygon ZkEVM launched https://twitter.com/BanklessHQ/status/1640745582644830210 59:48 Consensys launched their zk-rollup Linea https://twitter.com/LineaBuild/status/1640639901292015616 1:00:18 L2Beat introduced Risk Rosette https://twitter.com/l2beat/status/1640302851900465154
1:02:39 Euler https://etherscan.io/tx/0xf69c53b82273764989cdecf75b6daabb0c0bd30b4e659bca080948126c1f992c https://etherscan.io/tx/0xf69c53b82273764989cdecf75b6daabb0c0bd30b4e659bca080948126c1f992c
1:05:39 MakerDAO https://twitter.com/MakerDAO/status/1641106700756213760
1:07:18 NFTs Ticketmaster debuts NFT-gated ticket sales https://business.ticketmaster.com/business-solutions/nft-token-gated-sales/
1:09:56 Microstrategy https://www.coindesk.com/business/2023/03/27/microstrategy-pays-off-silvergate-loan-buys-more-bitcoin/
1:11:07 Nasdaq to launch crypto custody service in Q2 https://twitter.com/watcherguru/status/1639236196894121984
1:11:40 Avalanche C chain out of order for +50 minutes https://twitter.com/kevinsekniqi/status/1638712640242319364 1:12:27 U.S. charged SBF from bribing China https://www.reuters.com/legal/ftxs-bankman-fried-charged-with-bribery-conspiracy-new-indictment-2023-03-28/ 1:13:05 Pause on training AI https://futureoflife.org/open-letter/pause-giant-ai-experiments/
1:16:44 Dune Integrates Chat GPT4! https://twitter.com/DuneAnalytics/status/1640386318000611329 1:18:48 MetaMask is integrating SiwE natively! https://twitter.com/SpruceID/status/1639043625047977985 1:21:00 Kraken partnership with Williams Racing https://twitter.com/krakenfx/status/1640700416156397571 1:22:33 Conduit https://twitter.com/conduitxyz/status/1640731248124637185
1:23:33 Jobs https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf
1:27:06 Questions from the Nation Bigwiggle501 Goggart RocketPoolster
1:34:18 Takes https://twitter.com/TrustlessState/status/1639621702115049477 https://twitter.com/friedberg/status/1641206963538399234 https://twitter.com/RyanSAdams/status/1641270392948944896
1:43:55 What David’s Bullish On 1:46:00 What Ryan’s Bullish On
1:48:25 MEME of the Week https://twitter.com/biancoresearch/status/1639086175721000961 https://twitter.com/Fiskantes/status/1640388198215069699
1:49:44 Risks & Disclaimers
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Representative Tom Emmer is a U.S. Representative for Minnesota, and is the serving House Majority Whip as of this year, making him one of the highest-ranking members of the U.S. House of Representatives. He has been an outspoken advocate of crypto and has rung the alarm bells as to what seems to be the politically-driven debanking of crypto in the United States of America.
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------ Timestamps:
0:00 Intro 5:35 Function of the House Whip 7:06 Crypto’s Priorities 8:42 Does the U.S. Hate Crypto? 12:30 Operation Choke Point 2.0 16:00 What Do We Do? 21:01 Economic Report & Partisanship 31:46 Are We Close to Common Ground? 36:46 Crypto’s Role in the 2024 Election 39:37 Closing & Disclaimers ------ Resources:
Representative Tom Emmer https://twitter.com/GOPMajorityWhip https://twitter.com/GOPMajorityWhip/status/1636008298481680384 https://twitter.com/GOPMajorityWhip/status/1633970248549269511
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Jim Bianco is the Head of Bianco Research and owner of BiancoResearch.ETH, Jim is our go-to source of macro analysis from someone who also knows crypto.
Jim was early and loud about the initial Fed pivot into rising interest rates, all the way back in March of 2022, before much of the crypto industry really understood how significant interest rates can be.
Now, we’re having Jim back on for his 4th time to help us navigate this next wave of macro chaos.
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------ Timestamps:
0:00 Intro 8:10 Balaji's Bet 10:48 Arthur Hayes & Ben Hunt 14:30 The Fed's Balance Sheet Chart 18:00 Deposits in Banks Chart 27:20 BTFP 36:09 Raising Rates & Insolvency 38:35 The Long Tail of Banks 47:09 Treasury Returns?! 54:45 Uncertainty & Bond Market 58:20 Phase Change 1:02:24 Signs of Health 1:06:55 What is Jim Doing? 1:10:40 Closing & Disclaimers
------ Resources:
Jim Bianco https://twitter.com/biancoresearch https://twitter.com/biancoresearch/status/1638995201770536961 https://twitter.com/biancoresearch/status/1639004727001358339
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
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------ Resources:
Mihailo https://twitter.com/MihailoBjelic
Jordi https://twitter.com/jbaylina
Polygon Labs Launches zkEVM Layer 2 https://www.theblock.co/post/222950/polygon-labs-unveils-zkevm-layer-2-scaling-solution
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Chris Tarbell is a former FBI Agent specializing in cyber investigations. While at the FBI, Chris led some of the most high-profile cybercrime investigations in the world, including the arrest of members of the hacker group LulzSec, as well as the founder of the Silk Road, Ross Ulbricht, which resulted in the largest seizure of bitcoins to date.
------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-the-fbi-agent-who-took-down-the-silk-road ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ Rarely do we have the opportunity to pick the brain of a cybercop, but this was our opportunity to see through the eyes of the FBI agent who took down the Silk Road in the largest crypto seizure ever recorded.
In today’s episode, Chris shares the story of crypto, Ross Ulbricht, and the Silk Road as told by the FBI agent who took it down. We also dig into the eternal cat-and-mouse game between Cybercriminals and Cyberpolice, how to protect yourself from people who want to take your crypto, and if the FBI wants your private keys, how they get them.
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------ Topics Covered
0:00 Intro 9:10 Bitcoin Predictions 10:08 FBI’s Crypto Impression 11:15 Chris’s Crypto Aha Moment 16:11 FBI’s Institutional Knowledge 17:00 Silk Road Story 21:25 FBI Divisions 27:14 Growth of the Silk Road 30:39 Purchasing on the Silk Road 31:36 Why End the Silk Road? 34:17 Ross Ulbricht 37:38 Timeline of the Investigation 39:00 Dread Pirate Roberts 42:20 Ross Ulbricht as a Martyr 43:27 What Ross Was Charged With? 44:05 Chris’s Thoughts on Ross? 46:30 Sabu vs. Ross 48:05 Other Charges 50:53 Silk Road Principles 52:45 Silk Road Bitcoin Vault 54:53 Seizing the Laptop 56:04 The Black Marketplace Wave 57:32 FBI Adapting 1:00:52 Cyber Police 1:03:26 What Chris Sees in Crypto 1:06:30 Bursting the Crypto Utopia 1:10:59 Crypto Tools 1:12:11 Steelmanning the Crypto Case 1:15:39 Tornado Cash 1:17:58 Hive Ransomware 1:21:05 Profile of a Hacker 1:22:21 The New Frontier of Ransomware 1:22:38 Nationstate Actors 1:25:04 Honeypots for Hackers 1:27:49 How to Protect Yourself 1:32:06 Prioritizing Targets 1:36:00 zkProofs & Privatization 1:39:32 Missing Silk Road Bitcoin Story 1:43:46 Chris’s Podcast 1:45:10 Closing & Disclaimers
------ Resources:
Hacker and the Fed https://podcasts.apple.com/us/podcast/hacker-and-the-fed/id1649541362
Naxo https://www.naxo.com/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
There are bank runs and also rumors of more bank runs on the horizon. One side says, “the banks are insolvent, get to the lifeboats.” Another side says, “the banks are going to be fine…we’re sick and tired of doomers pulling the fire alarm.” Who’s right?
This is our third episode in a series of conversations. To get the full debate you’ll need to listen to the last two episodes with Balaji Srinivasan and Arthur Hayes.
In this episode, we’re speaking with Ben Hunt who lays out the counterpoint details on why banks are going to be fine. He believes Balaji and Arthur are dangerously wrong. Tune in to hear why!
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------ Timestamps
0:00 Intro 6:55 Ben’s Crypto Credentials 10:36 Critiques of the Fed 16:55 Ben’s Understanding of Balaji’s Thesis 24:33 What Ben Believes is Untrue 33:42 Treasuries Are the Safest Assets? 43:34 Ben’s Objection 45:55 Icebergs 50:52 Fiat is Better? 57:45 Step Back for Society? 1:02:26 Checks on Power 1:07:39 Rules-Based Monetary Policy 1:12:30 How to Fix the Fed 1:15:35 Closing & Disclaimers
------ Resources:
Previous Debates https://www.bankless.com/balaji-bets-the-dollar-will-hyperinflate-to-zero-not-a-drill https://www.bankless.com/arthur-hayes-says-get-your-bitcoin-and-get-out
Ben Hunt https://twitter.com/EpsilonTheory
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Alex Gluchowski is the Co-founder and CEO of Matter Labs and the creator of zkSync. Anthony Rose is the head of engineering at Matter Labs and has a background in software and machine learning. Prior to joining Matter Labs, Anthony spent a number of years in the industry building teams at SpaceX.
In today’s episode, the four talk about zkSync’s massive announcement, they’ve launched their zkEVM to mainnet! They also delve into the engineering challenges, what zk unlocks, the difference between zkEVM vs Optimistic Rollups, what builders need to know, and of course…wen token?!
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------ Timestamps
0:00 Intro 8:15 zkSync’s Era Mainnet Launch 8:53 The Importance of zkSync Era 9:53 zkSync Era 13:53 Staged Roll-Out 18:50 zkSync Era Projects 21:14 Engineering Challenges 26:25 What Does zk Unlock? 28:16 zkEVMd vs Optimistic Rollups 36:35 How Low Can Gas Fees Go? 39:22 The Power of zkEVMs 48:58 How is zkSync Era Different? 53:08 New Risks to Pay Attention to 55:35 Path to Decentralization & Security 1:03:42 What Do Builders Need to Know? 1:05:36 Resources 1:07:12 Token?! 1:08:20 Closing & Disclaimers
------ Resources:
zkSync Website https://zksync.io/
Alex Gluchowski https://twitter.com/gluk64
Anthony Rose https://twitter.com/anthonykrose
------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 4th Week of March 2023
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------ Topics Covered
0:00 Intro
3:08 Markets 6:47 FED hikes https://www.cnbc.com/2023/03/22/fed-rate-hike-decision-march-2023.html 12:30 Volatility https://twitter.com/ColeGotTweets/status/1637645721485598725 13:40 ETHBTC & Wartime https://twitter.com/TrustlessState/status/1638878806105628673 22:50 Crypto VC List https://coinstack.substack.com/p/the-crypto-vc-list-2023
27:48 Do Kwon Arrested https://twitter.com/BanklessHQ/status/1638891838881910785
29:38 Arbitrum Airdrop https://twitter.com/arbitrum/status/1638163831833649152 33:14 Earnifi https://earni.fi/account https://www.coingecko.com/en/coins/arbitrum
37:24 War on Crypto 37:34 SEC Coinbase Wells Notice https://twitter.com/RyanSAdams/status/1638655328257548289 https://twitter.com/brian_armstrong/status/1638654192138199041 https://twitter.com/iampaulgrewal/status/1638660032324829184 https://twitter.com/brianquintenz/status/1638747660080533504 https://twitter.com/jessepollak/status/1638716234027106305 https://twitter.com/RebeccaRettig1/status/1638867335745290240 46:25 Sushi SEC Subpoena https://www.theblock.co/post/221723/sushi-hit-with-sec-subpoena-seeking-3-million-usdt-legal-defense-fund 46:55 SEC Lawsuit Against Justin Sun & Celebrity Promoters https://www.nytimes.com/2023/03/22/technology/justin-sun-sec-crypto.html
47:55 Bank Pressure & Contagion Spreads https://www.cnbc.com/2023/03/20/what-ubs-rescue-of-credit-suisse-cs-means-for-markets-and-banks.html https://www.wsj.com/articles/signature-bank-new-york-community-bancorp-flagstar-bank-crypto-barney-frank-fdic-9b825e2e
56:56 Euler Hack Update https://twitter.com/peckshield/status/1636985705858764800?s=20 https://twitter.com/TrustlessState/status/1637864971290697738 https://twitter.com/chainalysis/status/1636739618249867265? https://twitter.com/proofofjake_/status/1638225829397143555
58:55 IRS Tax Treatment of NFTs https://www.irs.gov/newsroom/irs-issues-guidance-seeks-comments-on-nonfungible-tokens 1:00:15 Magic Eden Bitcoin Ordinals https://cointelegraph.com/news/magic-eden-launches-marketplace-for-bitcoin-ordinals 1:01:29 Avalanche Short Outage https://twitter.com/WuBlockchain/status/1638711219778646016
1:02:40 Florida Gov. US CBDC Ban https://www.flgov.com/2023/03/20/governor-ron-desantis-announces-legislation-to-protect-floridians-from-a-federally-controlled-central-bank-digital-currency-and-surveillance-state/
1:04:30 New Green Pill Channel https://www.youtube.com/channel/UCrX_72ziMAZMb8fwD2HyOaw 1:05:18 Bankless Merch https://137s232gkpwm42ei-26449739831.shopifypreview.com/products_preview?preview_key=b4f7d5e5a88c4e2852bf37665f580cd0&variant=40128096206903 1:06:40 Immutable x Polygon Labs https://twitter.com/0xPolygon/status/1637878834945990675 1:07:44 Microsoft Wallet in Edge Browser https://twitter.com/thebookisclosed/status/1636759487829917698 1:08:25 Sismo https://twitter.com/Sismo_eth/status/1636371873377423361 1:09:50 PleasrHouse UniBlocks https://twitter.com/PleasrDAO/status/1638858333506646020 1:12:25 Farcaster Web Login https://twitter.com/dwr/status/1638297074365239296 1:12:45 Ledger Browser Extension https://www.ledger.com/ledger-extension 1:13:21 Blockworks ‘GrantFarm’ https://blockworks.co/grants
1:13:48 Raises https://twitter.com/HilmarVeigar/status/1638180896611377154
1:15:05 Jobs https://pallet.xyz/list/bankless/jobs
1:17:55 Questions from the Nation Tadziu Jacksonthedev
1:22:22 Takes https://twitter.com/Fiskantes/status/1637497040933625858 https://twitter.com/sassal0x/status/1637702828306358272
1:25:13 What David’s Bullish On 1:27:30 What Ryan’s Bullish On
1:29:35 MEME of the Week https://watcher.guru/news/belgium-to-require-all-crypto-ads-to-state-only-guarantee-in-crypto-is-risk
1:30:52 Risks & Disclaimers
1:31:07 Moment of Zen https://twitter.com/biancoresearch/status/1638174103038472195
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
You might know Arthur Hayes as perhaps THE dominant financial creative writer in crypto. When Arthur Hayes drops an article, it commands the attention of basically everyone in the industry.
And he’s done it again with his new piece, “Kaiseki,” which outlines one of the most chaotic and critical times in the macro and monetary landscape that we’ve seen, at least since 2008.
In today’s episode, Arthur walks us through his essay, why he believes Balaji’s $1M Bitcoin bet is wrong, how he’s navigating these tumultuous times, and so much more.
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------ Timestamps:
0:00 Intro 6:27 Arthur’s Recent, “Kaiseki” Essay 13:09 Bank Term Funding Program (BTFP) 18:08 Effect on the Banking Sector 24:30 Current State of the Banking Sector 30:44 Should We Support BTFP? 39:11 What’s Going to Happen to Crypto? 46:56 Sending Bitcoin to $1M 55:05 Effects on Expanding Variables 57:35 Who Takes the Loss? 1:00:00 Rampant Inflation Worldwide & Fiat 1:03:36 Swap Lines 1:06:07 Punchlines & Endgame 1:09:25 Everyone is a Speculator 1:10:49 What Will Arthur Hayes Do? 1:13:36 Closing & Disclaimers
------ Resources:
Arthur Hayes https://twitter.com/CryptoHayes
Arthur’s Recent, “Kaiseki” Essay https://entrepreneurshandbook.co/kaiseki-b15230bdd09e
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Balaji Srinivasan is back on Bankless with alarming takes. According to Balaji, in the next 90 days, the Dollar will hyperinflate—and the Bitcoin price will skyrocket to $1 Million.
He’s backed up these claims with a million dollar bet. With these dire predictions and a track record of strong takes, we needed to hear him out.
Who should we bring on next to counter these claims?
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
——— Timestamps:
0:00 Intro 7:50 Weeks when Decades Happen 9:30 $1 Million Bitcoin Bet 16:20 Balaji’s Track Record 19:00 Pandemic https://twitter.com/balajis/status/1222921758375927808 23:15 Hyperinflation https://twitter.com/balajis/status/1636797265317867520 27:50 US Banking Failure https://twitter.com/balajis/status/1636822077775941633 32:50 The Banks are Insolvent https://pbs.twimg.com/media/FrXKYKcakAAdJwe?format=jpg&name=medium https://twitter.com/balajis/status/1637671174271565825 35:38 More Failure, More Funding https://archive.is/0Jww3#selection-731.0-731.286 40:30 FDIC and the Fed https://www.telegraph.co.uk/news/worldnews/europe/eu/10874230/Jean-Claude-Juncker-profile-When-it-becomes-serious-you-have-to-lie.html https://www.federalreserve.gov/newsevents/pressreleases/monetary20230312b.htm 44:18 Bank Runs https://qz.com/the-feds-discount-window-is-lending-to-banks-at-2008-le-1850237214 https://twitter.com/balajis/status/1637859435149398016 https://www.straitstimes.com/business/banking/wall-street-giants-move-to-rescue-first-republic-bank https://www.federalreserve.gov/newsevents/pressreleases/other20230315a.htm 52:25 Escaping to Gold https://twitter.com/spectatorindex/status/1637544100663803904 57:50 Exporting Inflation https://www.theguardian.com/lifeandstyle/2011/jul/17/bread-food-arab-spring https://www.wsj.com/graphics/red-economy-blue-economy/ https://howmuch.net/articles/rise-and-fall-dollar 1:04:30 Bitcoin in Wartime https://pbs.twimg.com/media/FrrfQuaaUAEFYev?format=jpg&name=medium 1:10:45 Capital Allocation https://twitter.com/balajis/status/1488988253411708931 1:13:30 The Only Real Banks https://twitter.com/koeppelmann/status/1637898298005626881 1:20:49 Why Now? https://twitter.com/balajis/status/1637329482687324161 https://twitter.com/balajis/status/1637868839890472960 https://twitter.com/0xfoobar/status/1637855829750628353 https://www.google.com/search? q=sivb&oq=sivb&aqs=chrome..69i57j0i10i131i433i512l2j0i10i512l2j69i64l3.1066j0j7&sourceid=chrome&ie=UTF-8 https://www.google.com/search?q=usd+btc&oq=usd+btc&aqs=chrome..69i57j0i512l4j69i64l3.1207j1j7&sourceid=chrome&ie=UTF-8 1:28:15 Do This Now https://twitter.com/MaxCRoser/status/1355652800588505089 1:34:52 A Year From Now https://www.youtube.com/watch?v=PHe0bXAIuk0
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
David interviews Polygon Co-Founder, Sandeep Nailwal & Immutable Co-Founder Robbie Ferguson on their new zkEVM Partnership.
The three dive into the announcement, what it means for IMX and MATIC, how this partnership impacts the future of web3 gaming, and so much more.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Timestamps:
0:00 Intro 5:15 Immutable x Polygon Announcement 10:47 Immutable zkEVM 13:00 Polygon’s Tokenomics 14:32 IMX & MATIC 16:50 Paradigm Shift of Gaming Deals 20:26 Topology of Immutable x Polygon 24:17 Immutable x Polygon Business Development 29:11 Web3 Gaming Competition 31:22 Current State of Web3 Gaming 34:00 What’s Next for Immutable x Polygon? 39:42 Resources to Learn More 40:25 Scaling with Ethereum 42:06 Closing & Disclaimers
----- Resources:
Sandeep https://twitter.com/sandeepnailwal
Robbie https://twitter.com/0xferg
Polygon https://twitter.com/0xPolygon
Immutable https://twitter.com/immutable
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Hester Peirce is one of five SEC Commissioners. She's been a Commissioner since 2018, with her term ending in 2025. Peirce, a previous podcast guest of Bankless, consistently makes first principles statements and is known to often dissent for her colleagues on crypto-related actions…we talk about that in today’s episode. These are a couple of many reasons why we enjoy her and her guidance so much.
------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-hester-peirce ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ We’re three months into 2023 in one of the worst regulatory environments we’ve seen for crypto in the United States. In today’s episode, SEC Commissioner, Hester Peirce shares some insight on what crypto could be like if we had a first principles SEC, what a security is and how we can define it, and how can crypto take its share of the responsibility to move this industry forward.
Commissioner Peirce was on the show two years ago…Apr 12, 2021. Today’s second appearance is one you do not want to miss.
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 8:25 Thoughts on Bank Crisis 9:30 Why We Need the SEC 11:40 Information Asymmetries 13:20 Healthy Crypto/SEC Relationship 17:15 SEC Security Definition 20:52 Security Catch-22 25:40 Expanding Jurisdiction 28:35 SEC Advocation 35:03 Dissent SEC Sway 39:36 Kraken Staking 43:36 Guidance vs. Enforcement 46:15 Stablecoin Status 47:43 What Crypto Could Be Doing Better? 51:12 Decentralization 53:49 Self-Regulation 55:24 Duke Speech 57:59 Closing
------ Resources:
Hester Peirce https://twitter.com/HesterPeirce
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Wen Arbitrum token?! We've been asking CEO, Steven Goldfeder, and CTO Harry Kalodner this exact question each time they've been on Bankless. We're sad, but also overly delighted that, that question has officially been answered.
Arbitrum's token $ARB will officially be airdropped later this week. In this episode, we dive into all of the juicy details of the airdrop and Arbitrum's plans for the future.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Timestamps:
0:00 Intro 4:44 Wen Token? 8:30 Why Now? 11:52 Token Distribution & Treasury 20:12 Governance 26:11 Token Eligibility 35:08 Protocol Guild 38:55 Arbitrum Constitution 44:52 Rollup Decentralization 49:10 Orbits & Layer 3s 57:05 What's Next for Abitrum? 1:01:55 Closing & Disclaimers
----- Resources:
Arbitrum https://twitter.com/arbitrum
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 3rd Week of March 2023
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🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
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🦄 UNISWAP | THE DEFI EXCHANGE https://bankless.cc/uniswap
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro 1:40 Citizenship
3:30 MARKETS 9:40 CPI Inflation https://twitter.com/RealVision/status/1635619573901688834 12:54 ETH Burn https://twitter.com/ultrasoundmoney/status/1635719284876771350 14:00 DeFi Volume https://twitter.com/AustinAdams10/status/1634737488534073344 https://twitter.com/synthetix_io/status/1633963371434332161
18:45 Arbitrum Token https://twitter.com/BanklessHQ/status/1636351836381937666 https://docs.arbitrum.foundation/gentle-intro-dao-governance 27:35 $ARB Airdrop Predictions https://www.bankless.com/the-arb-arbitrum-airdrop-is-here/ https://earni.fi/
32:27 US Banking System https://twitter.com/scienceisstrat1/status/1627661003449147393 36:12 Recapping SVB and Silvergate 37:07 Operation Chokepoint 2.0 https://twitter.com/nic__carter/status/1634770876494147584 https://twitter.com/GOPMajorityWhip/status/1636008298481680384
41:49 USDC Price https://twitter.com/jerallaire/status/1635059024050937856 39:47 Credit Suisse https://apnews.com/article/credit-suisse-banks-svb-shares-ecb-lagarde-94585aebadbf67f9a2307d3560ce502c 45:47 Banking Crisis https://twitter.com/twobitidiot/status/1635112021862785024 46:42 FedNow CBDC https://twitter.com/federalreserve/status/1636110208878379010 https://twitter.com/damonnam/status/1636150037657837568
48:23 ETH Security KuCoin Crypto https://ag.ny.gov/press-release/2023/attorney-general-james-continues-crackdown-unregistered-cryptocurrency-platforms https://www.coindesk.com/policy/2023/03/09/what-happens-if-ethereum-is-a-security/ 50:37 Gary Gensler Proof of Stake https://www.theblock.co/post/220297/gensler-suggests-proof-of-stake-tokens-are-securities
54:50 Ethereum Shanghai Staking Withdrawals https://twitter.com/TimBeiko/status/1636370111333556224 Lido Staking - https://twitter.com/LidoFinance/status/1635739571227951117 55:50 Euler Finance Hacked https://twitter.com/eulerfinance/status/1635431726364147712? 59:20 Aztec Connect https://twitter.com/aztecnetwork/status/1635319509707030528
1:00:15 Starbucks NFTs https://www.theverge.com/2023/3/9/23633169/starbucks-nfts-odyssey-siren-collection-rewards-program 1:01:10 Fortnite Epic Games Crypto https://blockworks.co/news/epic-games-fortnite-store-crypto-blockchain 1:02:05 Meta Instagram NFTs https://twitter.com/skasriel/status/1635386565487898624 1:04:20 Bankless NFT Collectibles https://market.bankless.com/ 1:05:15 Fidelity Crypto https://www.theblock.co/post/220298/fidelity-crypto-quietly-went-live-giving-millions-of-retail-customers-access-to-bitcoin-ether 1:06:25 Releases Uniswap on BNB - https://twitter.com/Uniswap/status/1636034900284383239 Soul Wallet - https://techcrunch.com/2023/03/16/soul-wallet-crypto-wallet/
1:10:30 Questions from the Nation https://www.bankless.com/join
1:18:00 TAKES of the Week 1:20:00 Banks are Rollups https://twitter.com/0xJim/status/1635290618003066882 1:21:02 Crypto Markets https://twitter.com/TrustlessState/status/1635312852067307520 1:21:47 Tech Entrepreneurs https://twitter.com/RyanSAdams/status/1634892046447308800
1:23:10 What David’s Bullish On 1:25:00 What Ryan’s Bullish On
1:28:00 MEME of the Week
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Co-Founder and CEO of Circle, Jeremy Allaire, answers the question, "What's next for USDC?"
It's been a rocky week for the stablecoin. Bottoming out right around $0.88 amidst the U.S. banking crisis, it seems to have regained its peg. What happened behind the scenes? What regulation is needed according to Jeremy? And most importantly, what's next for USDC?
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Timestamps:
0:00 Intro 3:52 Update on the Past Week 15:44 Circle's Adapted Strategy 20:32 CBDCs 26:18 What Regulation is Needed? 29:02 Closing & Disclaimers
----- Resources:
Jeremy Allaire https://twitter.com/jerallaire
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Ram Ahluwalia, CEO of Lumida Wealth Management, joins us to discuss everything that's happened in the past five days post-SVB collapse. Ram has his finger on the pulse on all things finance (crypto included), the U.S. Banking System, and The Federal Reserve.
Was USDC ever at risk? Is crypto being targeted? Could DeFi have fixed this? Answers to these questions and much more in the episode.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi ----- Timestamps:
0:00 Intro 7:48 The Last 5 Days 10:30 Technology 15:35 Fractional Reserves & Assets 19:17 Banking & Venture 21:44 SIVB Outlier 27:35 Risk Curves 29:35 Carry Trades 35:05 Money Markets 38:15 Who's Next? 40:55 Feds' Goal 47:15 Sneak Attack on Tax Payers? 49:30 Longtail Banks 57:39 Was USDC Ever at Risk? 1:03:10 SigNet 1:07:15 Is Crypto Being Targeted? 1:12:18 Interest Rates 1:18:35 Could DeFi Fix This? 1:22:24 Closing & Disclaimers
----- Resources:
Ram Ahluwalia https://twitter.com/ramahluwalia
SVB is not like other banks https://twitter.com/ramahluwalia/status/1635464465142480896
Why was Signature Bank targeted? https://twitter.com/ramahluwalia/status/1635267951610810370?s=20
“Settlement Risk” https://twitter.com/ramahluwalia/status/1635113232909373441?s=20
Conclusion https://twitter.com/ramahluwalia/status/1634203375880265730?s=20
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
This was the 2nd largest bank failure in the United States! Ryan and David discuss the breaking story around the SVB banking crisis. What happened? Why? What's the effect on crypto, the rest of the financial markets, and the banking system?
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi ----- Timestamps:
0:00 Intro
10:50 Recap https://twitter.com/biancoresearch/status/1634885127179325440 22:40 Balaji https://twitter.com/balajis/status/1634297491507273730
28:05 Joint Statement from FDIC, Fed, Treasury https://home.treasury.gov/news/press-releases/jy1337 32:40 Silvergate says it would have been fine https://twitter.com/tarunchitra/status/1635130119030468608 36:25 Bank Stocks Today https://twitter.com/krugermacro/status/1635272871563132928 37:10 Circuit Breaker Day https://twitter.com/EricBalchunas/status/1635277429932699650 38:14 XLF Banking sector: https://www.tradingview.com/chart/pabiN1CM/?symbol=AMEX%3AXLF 38:37 Two Tiers of Banks https://twitter.com/DavidSacks/status/1634991519735361536 39:25 Jake: “Will regulators get in the way of other banks providing services to crypto customers?" https://twitter.com/jchervinsky/status/1635062063583363072 Yano gives 6 options https://twitter.com/JasonYanowitz/status/1635092782665846784
42:40 Effect on USDC https://twitter.com/circle/status/1634391505988206592 DAI too https://imgur.com/r52CCX1 44:40 Chadallaire https://twitter.com/jerallaire/status/1635059024050937856?s=20 48:20 USDC:USD conversions are good to go https://twitter.com/coinbase/status/1635276541545566215?s=20
52:20 10 yr yield down https://twitter.com/Fxhedgers/status/1635283433684627457 52:50 Pricing in new interest rates https://twitter.com/tier10k/status/1635218135405195264
57:20 Meanwhile, crypto: https://twitter.com/Matt_Hougan/status/1635283436981358595 58:25 Kraken Crypto Prices: https://pro.kraken.com/app/trade/ETH-usd 59:45 Banks down, Bankless up https://twitter.com/DaRealMilkBagz/status/1635317764306112520
1:00:00 Binance buying 1 billy BTC https://twitter.com/cz_binance/status/1635131601884700674 1:01:07 NLW Meme https://twitter.com/nlw/status/1635283902339375106 1:03:29 Quintenz https://twitter.com/brianquintenz/status/1634173078828621825 1:04:00 Attack on Crypto? https://twitter.com/nic__carter/status/1635328056234766337
1:04:37 Don’t let them blame this on crypto https://twitter.com/RyanSAdams/status/1635058083071410176?s=20 https://twitter.com/TrustlessState/status/1635049623407726596?s=20
1:05:05 Memes https://twitter.com/ErikVoorhees/status/1635282975100407812?s=20 https://twitter.com/milesjennings/status/1635319531790045184?s=20
1:05:50 Closing & Disclaimers
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Brian Armstrong is the CEO and Founder of Coinbase. Coinbase started in 2012 as simply a custodial Bitcoin wallet and has grown into the massively successful publicly traded company that we know today.
------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-brian-armstrong-coinbase ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ In this episode, we go over everything you wanted to know from Brian—his reflections on 2022 and his outlook on crypto moving forward. We cover the regulatory situation in America, how SBF infiltrated our halls of power, why Coinbase launched a chain in the worst regulatory environment we’ve ever seen, Wall Street’s understanding of Coinbase, and Brian’s best advice for the settlers and builders sticking around during this crypto winter.
The last time we had Brian on the podcast was in November of 2021. We’ve come such a long way since then…and more recently, he also hopped into a livestream with us in the middle of the FTX collapse last November. It was so good to have him back on, enjoy!
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
------ Topics Covered
0:00 Intro 8:18 Learnings From 2022 13:05 Brian’s Thoughts on SBF 14:37 FTX’s Affect on Coinbase 19:44 Crypto’s Backlash 24:06 SBF’s Sneaky Political Game 28:55 The Optimistic Long Game 32:29 Organizing Voters & Crypto 435 38:50 Staking, Derivatives, & Crypto Securities 43:42 Why U.S. Crypto Regulation is Bad 46:38 Stabelcoins 53:17 Coinbase’s L2 Base 59:28 Coinbase’s Long Game 1:02:38 The Future Products of Base 1:07:25 Coinbase’s NFT Platform 1:10:41 Base Token?! 1:11:22 Does Wall Street Understand $COIN? 1:15:52 5-10 Year Coinbase Vision 1:17:45 Wallet-as-a-Service (WaaS) 1:21:17 One River Acquisition 1:23:55 Decentralizing Coinbase 1:26:00 Crypto in 2030 1:28:20 Were Brians's Crypto Expectations Met? 1:30:06 Advice to Builders 1:32:34 Closing, Action Items, & Disclaimers
------ Resources:
Brian Armstrong https://twitter.com/brian_armstrong
Coinbase https://twitter.com/Coinbase
Crypto 435 https://twitter.com/coinbase/status/1630592674020335617
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 3rd Week of March 2023
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/dashboard
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro 3:23 Markets 8:04 Total Crypto Market Cap 8:50 Fed https://www.reuters.com/markets/rates-bonds/feds-powell-previews-tougher-rate-hike-path-starting-soon-2023-03-08/ 10:00 Warren vs. Powell Address https://youtu.be/8Kz4pm5l4Og?t=126 14:35 Records of the U.S. https://twitter.com/kobeissiletter/status/1632408557101432833
15:50 Stablecoin Check-In https://www.coingecko.com/en/categories/stablecoins
19:32 Silvergate https://www.coindesk.com/policy/2023/03/08/crypto-bank-silvergate-announces-voluntary-liquidation/ 26:49 Warren https://twitter.com/SenWarren/status/1633611272372486144
30:21 Binance https://twitter.com/MikeBurgersburg/status/1631489833838297088 https://archive.ph/w7QNe 36:20 Voyager https://cointelegraph.com/news/sec-snubbed-as-voyager-wins-court-approval-for-sale-to-binance-us
37:43 Grayscale v. SEC https://twitter.com/jeffjohnroberts/status/1633130559353372672 https://www.reuters.com/legal/court-set-hear-arguments-grayscales-lawsuit-against-sec-over-bitcoin-fund-2023-03-07/
42:57 Bankless 2.0 https://www.bankless.com/dashboard 47:12 Bankless ETH Denver Interview series https://twitter.com/BanklessHQ/status/1633559479588454401
49:33 Coinbase https://twitter.com/coinbase/status/1633473042000101378 51:35 One River https://www.coinbase.com/blog/coinbase-has-acquired-one-river-digital-asset-management 52:20 Commercial https://twitter.com/coinbase/status/1633222932255358976
54:25 Tornado Cash Contributors' Proof of Innocence https://twitter.com/ameensol/status/1629942658008514560 https://www.privacypools.com/ 57:25 Uniswap Wallet https://twitter.com/uniswap/status/1631691330031169537 58:21 Rocket Pool https://medium.com/rocket-pool/rocket-pool-atlas-upgrade-7c69e39a3d5f 1:00:00 rETH Collateral on EulerFinance https://twitter.com/MacroMate8/status/1633490076511666176 1:00:50 Arbitrum Token https://twitter.com/PolymarketHQ/status/1632815834858164225 1:02:10 Cosmos Interchain Security https://blockworks.co/news/cosmos-greenlights-interchain-security
1:05:58 Sovereign Rollup on Bitcoin https://twitter.com/RollkitDev/status/1632438374513676288 https://twitter.com/ercwl/status/1632460687069913088?s=20 1:09:55 Yuga Labs $16.5M Bitcoin NFT Auction https://twitter.com/yugalabs/status/1632878847778512898 1:11:31 Casey’s Take https://twitter.com/rodarmor/status/1632573965897170948 1:13:05 Ordinals Not dead! https://twitter.com/zackvoell/status/1633879858915704846?s=20 1:13:59 Amazon NFT Marketplace https://blockworks.co/news/amazon-nfts-real-world-assets-token
1:15:13 Multicoin Capital’s Hedge Fund Lost 91.4% in 2022 https://www.coindesk.com/business/2023/03/04/multicoin-capitals-hedge-fund-lost-914-last-year-investor-letter-reveals 1:17:58 Emojis https://therug.mirror.xyz/TZVv0Y5TG74q3ARKa8DcTSiGgAyeKAOIlndW4MHya1M
1:19:37 Cooper Turley new Music NFT podcast https://twitter.com/invinmusic/status/1633543529493577728
1:20:02 Scroll $1.8B Valuation https://www.theblock.co/post/217340/ethereum-scaling-scroll-50-million-funding-round-1-8-billion-valuation
1:21:10 Jobs https://pallet.xyz/list/bankless/jobs
1:23:48 Questions from the Nation
1:30:25 Takes https://twitter.com/mdudas/status/1633571193344126979 https://twitter.com/pmarca/status/1633738311922782209 https://twitter.com/joonian/status/1632899301230669824
1:34:00 What David’s Bullish On https://twitter.com/TrustlessState/status/1632479927093035009 1:35:30 What Ryan’s Bullish On
1:39:12 MEME of the Week https://twitter.com/BanklessHQ/status/1632066015428497418
1:39:53 Risks & Disclaimers
1:40:07 Moment of Zen https://imgur.com/6H07xT1
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to the Up Only legend, Ledger, aka Brian Krogsgard, and also Co-Founder and CMO of Flip, a growing NFT aggregation platform. Brian and David talk about the past, present, and future of UpOnly and Flip.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:35 Brian or Ledger & Camera Formatting? 4:50 UpOnly Status 5:24 Flip 10:44 Who is Flip For? 12:37 Fundraising 13:32 Fees & Liquidity 14:32 Customers & Business Development 15:45 Content & Future of UpOnly 16:23 Closing
----- Resources:
Brian https://twitter.com/Krogsgard
Flip https://twitter.com/Flip_xyz
Ledger https://twitter.com/ledgerstatus
UpOnly https://twitter.com/UpOnlyTV
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Steven Goldfeder of Arbitrum to discuss Arbitrum’s innovative new Stylus and the ever-evolving L2 wars. Steven also drops some alpha?! Tune in to find out.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:51 Arbitrum Stylus 5:16 Stylus Explained 7:40 Prysmatic Labs 9:05 Any Dev Can Build on Arbitrum 9:52 L2 vs. L1 Roadmap Adoption 11:19 Arbitrum Alpha L3 Chains 13:40 How Do Chains Talk to Each Other? 14:52 Closing & Action Items
----- Resources:
Steven Goldfeder https://twitter.com/sgoldfed
Arbitrum https://twitter.com/arbitrum
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Sreeram Kannan of EigenLayer, a platform to leverage Ethereum security through the innovative method of restaking. Sreeram and David chat about EigenLayer’s evolution, wen mainnet(?!), what the EigenLayer competition looks like, and much more! ‘
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:10 EigenLayer’s Evolution 3:51 Wen Mainnet? 4:56 What to Build on EigenLayer 6:27 Supporting the Builders 7:13 EigenLayer Competitors 8:10 EigenLayer Mod Analogy 10:33 The EigenLayer Chain Spectrum 14:21 Good Technical EigenLayer Questions 18:02 Action Items, Jobs, & Closing
----- Resources:
Sreeram Kannan https://twitter.com/sreeramkannan
EigenLayer https://twitter.com/eigenlayer
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Fig from Squid, a crosschain swap protocol built on top of Axelar. Is Squid finally the interoperability solution we’ve all been waiting for? Tune in to find out!
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:09 What is Squid? 4:26 Squid vs. Previous Interoperability Solutions 7:52 Fig’s Chain Fatigue Response 9:04 Squid’s Use Cases 11:15 Closing & Action Items
----- Resources:
Fig https://twitter.com/ecdsafu
Squid https://twitter.com/squidrouter
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Jordi Baylina, Technical Lead for Polygon Hermez zkEVM. Polygon’s zkEVM is scheduled to go live on MARCH 27, 2023! So of course, we had to ask Jordi all about it.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:07 Jordi’s ETHDenver Panel 3:58 Was Polygon the 1st zkEVM? 5:54 Frequent Builder Questions 7:23 Polygon zkEVM Timeline 10:35 zkEVM Bugs Explained 16:24 Closing
----- Resources:
Jordi Baylina https://twitter.com/jbaylina
Polygon ZK https://twitter.com/0xPolygonZK
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Sunny Aggarwal of Osmosis Labs and Cosmos. Sunny and David chat about how Osmosis and Axelar are working together, what’s new in the Cosmos ecosystem, and how Cosmos isn’t solely DeFi-focused.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:11 The Interoperability Meta 4:05 Axelar vs. THORChain 5:15 Osmosis & Axelar 6:50 Bridge Risk 8:43 The Cosmos Ecosystem 10:11 AppChains 12:00 Is Cosmos Only DeFi-Focused? 13:00 State of the Cosmos Community 14:25 Sunny’s ETHDenver Agenda 15:08 Sunny’s Sweater 15:30 Closing
----- Resources:
Sunny Aggarwal https://twitter.com/sunnya97
Osmosis https://twitter.com/OsmosisZone
Cosmos https://twitter.com/Cosmos
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Francesco Renzi, CEO and Co-Founder of Superfluid, the real-time settlement solution for the 21st century. Fran and David discuss how games are leveraging Superfluid, why Fran is bullish web3 gaming, and what the cross-chain Superfluid ecosystem may look like.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:35 Superfluid Explained 4:02 Streaming Payments 5:06 Adoption 5:45 Games Leveraging Superfluid 6:08 Building New Economies 6:51 Bullish Web3 Gaming? 8:20 Does Crypto Solve Gaming? 9:14 Crosschain Superfluid Ecosystem 10:05 Closing & Action Items
----- Resources:
Fran https://twitter.com/FrancescoRenziA
Superfluid https://twitter.com/superfluid_HQ
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Sergey Gorbunov about the purpose of the Interoperability Summit at ETHDenver, the interoperable frontier, the differences between the Axelar and Cosmos and so much more.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 4:33 Interoperability Summit Vibe 5:20 Communities Represented 6:05 The Interoperable Frontier 6:56 Axelar Explained 8:00 Axelar Blockchain 8:37 Axelar vs. Cosmos 9:41 Chain Fatigue 11:20 Lessons Learned 13:03 Closing & Action Items
----- Resources:
Sergey Gorbunov https://twitter.com/sergey_nog
Axelar Network https://twitter.com/axelarcore
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Callil Capuozzo is the VP of Design at Uniswap Labs. Uniswap recently unveiled their brand new mobile app; and we’re going to explore that here today, along with asking about the long-term vision of Uniswap Wallet, and how Uniswap Labs plans to support and develop it!
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 6:00 Callil's Background 12:28 Design in Crypto 16:45 Uniswap Labs 18:00 Why Wallet? 19:25 Future of Crypto Wallets 23:30 Apple Gatekeeping 34:12 Uniswap Wallet Demo 48:20 Uniswap Wallet Roadmap 51:05 What Else is Uniswap Labs Building? 53:30 Smart Contract Wallets 1:00:25 Closing & Disclosures
------ Resources:
Callil Capuozzo https://twitter.com/_callil
Uniswap Wallet https://twitter.com/Uniswap/status/1631691330031169537
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Eric Peters operates one of the largest institutional crypto hedge funds in the world. What do the institutions think of our little crypto asset class? Are they running for the hills?
------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-eric-peters ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ Eric Peters is the Founder, CIO of One River Asset Management–his fund has made some of the largest institutional investments in crypto ever..including one purchase of over $600 million in Bitcoin and Ethereum. When we think institutional crypto, we think Eric Peters.
His first appearance on Bankless was in October 2021…we brought him back to catch us up on the current institutional thesis for crypto.
------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 9:51 Still Bullish? 16:42 Was FTX Surprising? Institutions Reaction 25:14 FTX Red Flags 33:00 3 Arrows Capital 41:40 Philosophy of Investment Decisions 47:36 What Should Regulators Do? 58:20 Was Crypto 2022 Worth It? 1:04:30 Ego 1:09:54 Institutional Exposure to Crypto 1:18:40 Reports 1:24:04 Institutional Exposure to Crypto 1:30:05 2023 Macro Outlook 1:37:22 A Decade Later 1:40:37 Closing & Disclaimers
------ Resources:
Eric Peters https://www.linkedin.com/in/ericpetersoneriver/
Eric’s 1st Appearance on Bankless https://youtu.be/NMPiGjxdH0E
One River Digital Assets Research https://www.oneriveram.com/research/digital-daily
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of March 2023
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/metamaskpod
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro 7:10 Markets 8:20 Total Crypto Market Cap 9:30 Ethereum https://twitter.com/tomuky/status/1630417197125255169 10:55 NFT Royalty Truth https://twitter.com/hildobby_/status/1630231567061733376
14:42 Crypto vs Gary https://twitter.com/AlexanderGrieve/status/1629816811360337920 15:55 Unregistered Securities https://twitter.com/BanklessHQ/status/1631106283163074560 19:00 Jake Chervinsky’s Take https://twitter.com/jchervinsky/status/1629871537217044481 19:50 Logan Bolinger’s Take https://twitter.com/TheWhyOfFI/status/1629649343627116545 20:55 Emojis are Financial Advice https://twitter.com/LisaBraganca/status/1628868429540126720 23:41 Robinhood Received Crypto-Related Subpoena Request From SEC https://www.coindesk.com/business/2023/02/27/robinhood-received-crypto-related-subpoena-request-from-sec-10k/ 25:00 1st-Ever Hearing on Regulatory ‘Attack’ on Crypto https://www.dlnews.com/articles/regulation/new-congress-body-to-hold-first-ever-hearing-on-regulatory-attack-on-crypto/ 27:40 Brian Armstrong CNBC Op-Ed https://twitter.com/RyanSAdams/status/1630997178683457536
29:45 Silvergate Distressed https://www.coindesk.com/markets/2023/03/02/silvergate-stock-tumbles-45-after-going-concern-filing/ https://www.reuters.com/technology/silvergate-slumps-28-after-delaying-annual-report-warning-about-viability-2023-03-02/ https://twitter.com/nlw/status/1631281983836901376
32:24 MetaMask in Unity Store! https://metaversal.banklesshq.com/p/game-on-metamask-x-unity https://program-ace.com/blog/unity-vs-unreal/ https://assetstore.unity.com/decentralization
37:50 Robinhood Wallet https://techcrunch.com/2023/03/01/robinhoods-wallet-app-is-now-available-to-all-ios-users/ https://twitter.com/0xproject/status/1630916008381927424 40:40 Scroll Deploys on Goerli https://twitter.com/scroll_zkp/status/1630258973856395264 42:00 ERC4337 Deployed to Ethereum on Smart Contract https://www.coindesk.com/tech/2023/03/01/ethereum-activates-account-abstraction-touted-by-founder-buterin-as-key-advance/
45:30 New Yuga Labs' Collection will be on Bitcoin https://www.coindesk.com/web3/2023/02/27/yuga-labs-announces-generative-ordinals-nft-collection-on-bitcoin-blockchain/
46:46 Jump Crypto and Oasis.app ‘Counter Exploits’ Wormhole Hacker https://www.coindesk.com/business/2023/02/24/oasis-exploits-its-own-wallet-software-to-seize-cry pto-stolen-in-wormhole-hack/
51:35 Coinbase Scheduled Downtime https://status.coinbase.com/ Solana Unscheduled Downtime https://decrypt.co/122284/solana-weekend-outage
54:38 FTX Ex-Engineering Pleads Guilty to Criminal Charges https://www.cnbc.com/2023/02/28/ftx-ex-engineering-head-nishad-singh-pleads-guilty-to-criminal-charges.html
56:50 Bankless Ventures Bankless Podcast Raising $35M Crypto Venture Fund https://www.coindesk.com/business/2023/03/02/hosts-of-bankless-podcast-raising-35m-crypto-venture-fund-sources Disclosures https://docs.google.com/spreadsheets/d/16XcKXcH5e4CDc-Qek4WN4FUBPpnViAhLGgvtXat7NBg/edit#gid=0
1:00:13 Jobs https://pallet.xyz/list/bankless/jobs
1:02:36 Questions from the Nation
1:10:16 2016 Etherum on Coinbase, 2023 Coinbase on Ethereum https://twitter.com/anajolsson/status/1629101335001067521 1:11:40 The Secret to Success in Any Bear Market https://twitter.com/RyanSAdams/status/1631316358712508418
1:15:35 What David’s Bullish On https://twitter.com/BanklessHQ/status/1631119466284343296 1:18:50 What Ryan’s Bullish On
1:21:02 MEME of the Week https://twitter.com/MatterTurbulent/status/1631150786154463233
1:22:50 Risks & Disclaimers
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Charles Guillemet is the CTO at Ledger with a highly experienced background in cryptography and hardware security.
In today’s episode, Charles walks through all levels of security. No matter if you’re just beginning your wallet security journey or if youre a veteran, this episode will teach you something new about all things crypto and wallet security.
------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 5:52 CTO of Ledger 8:35 Private Keys 17:25 Avoiding Bad Entropy 23:11 Private Keys & Seed Phrases 29:00 Mistakes Storing Seed Phrases 36:55 Securing Your Seed Phrase 45:00 Overengineer Wallet Security 47:55 Cold vs. Hot Wallets 54:22 Benefits of Hot Wallets 58:47 Smart Contract Risk 1:06:45 Allowances 1:11:30 Allowance Access 1:14:00 Blind Signing 1:18:00 Solution to Blind Signing 1:21:38 Resources to Learn More 1:22:22 Closing & Disclaimers
------ Resources:
Charles Guillemet https://twitter.com/P3b7_
Ledger https://twitter.com/Ledger
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Annie Jacobsen is an investigative journalist and author writes about war, weapons, government secrecy, and national security. She’s written books on the secrets of Area 51, and the Pentagon’s military science R&D efforts over the decades.
------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/annie-jacobsen-debrief ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ Our guest Annie Jacobsen has spent her career interviewing and studying intelligence agencies.
The 2023 crypto movement is sufficiently large enough that it has certainly attracted the attention of every intelligence agency out there. We want to learn about how the world’s intelligence agencies might have or are interacting with the crypto community.
Is the CIA spying on crypto? Our guest Annie gives us her thoughts.
------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 8:00 Three Letter Agencies 14:40 Annie’s Work 17:33 Crypto Patterns 20:48 State vs. Non-State Actors 27:35 Satoshi 33:18 Government’s Crypto Interest? 38:05 The Different Intelligence Communities 46:56 North Korea-Linked Lazarus Group 51:46 Untapped Crypto Lands 56:20 The Internet Analogy 1:02:26 The Intelligence Community Crypto Strategy 1:04:45 CIA Hedge Fund 1:12:03 Is My Friend in the CIA? 1:19:46 Totalitarian Tools 1:23:58 Is Crypto a Win for the Intelligence Community? 1:28:15 How Should We Perceive the Intelligence Community? 1:31:16 Closing & Disclaimers ------ Resources:
Annie Jacobsen https://anniejacobsen.com/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today's show, we bring on Ben Jones, Chief Scientist of the Optimism Foundation, Karl Floersch, CTO at OP Labs, and Jing Wang, Executive Director of Optimism Foundation
The five discuss Coinbase's Base launch, the OP Stack integration, and what it means for the Superchains vision!
------ MetaMask Learn https://bankless.cc/metamaskshow
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️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 6:20 Sentiment at Optimism 7:00 Biggest Deal with the News? 11:28 Reflection on Coinbase's Base 15:45 OP Stack 17:15 Is Base a Competitor? 20:53 Puberty State of Chains 33:30 Superchains 40:35 Security of the Superchains 44:35 Superchain Standards 51:51 Base Decentralization Timeline? 57:10 Closing & Disclaimers
------ Resources:
Coinbase Base Announcement https://www.coinbase.com/blog/introducing-base
Optimism + OP STack Details https://optimism.mirror.xyz/2jk3D1Y8-hid8YOCUUa6yXmsyzNCYYyFJP0Nhaey9x0
Ben Jones https://twitter.com/ben_chain
Karl Floersch https://twitter.com/karl_dot_tech
Jing Wang https://twitter.com/jinglejamop
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup Last Week of February 2023
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro 4:33 Markets 6:18 Total Crypto Market Cap 6:28 FOMC minutes https://www.federalreserve.gov/newsevents/pressreleases/monetary20230222a.htm 7:43 ETH Burn take https://ultrasound.money/ https://twitter.com/data_always/status/1626397473559261186
12:10 Arbitrum Hot https://twitter.com/purplepill3m/status/1628205181836963841 https://twitter.com/BFreshHB/status/1628211402174345219 13:55 Coinbase Q4 earnings https://twitter.com/moosecryptos/status/1628191828569735168
17:57 Base https://twitter.com/BuildOnBase/status/1628759581353549825 33:45 Apps on the move https://twitter.com/MacroMate8/status/1628762951435051008 34:20 Jesse Tweet https://twitter.com/jessepollak/status/1628765413289996288
35:55 SEC Sues Terraform Labs and Do Kwon https://cointelegraph.com/news/sec-sues-do-kwon-and-terraform-labs-for-fraud https://www.coindesk.com/consensus-magazine/2023/02/17/4-huge-revelations-in-the-secs-charges-against-do-kwon-and-terraform-labs/ https://twitter.com/RyanSAdams/status/1627662054722097157 https://twitter.com/cyounessi1/status/1627881740290097153 https://twitter.com/MikeSeligEsq/status/1626976949766684675
49:05 Spotify rolling out token gating https://twitter.com/apoorvlathey/status/1628496224818184192 51:51 The Shapella network upgrade scheduled https://twitter.com/TimBeiko/status/1628145316271894528 52:32 Flashbots announced MEV Shares https://twitter.com/bertcmiller/status/1625878260025380865 54:30 Layoffs https://www.theblock.co/post/213586/polygon-labs-cuts-staff-by-20-in-consolidation https://twitter.com/CoinDesk/status/1628316333015179264
55:44 NBA Top Shot Moments NFTs May Be Securities https://www.coindesk.com/policy/2023/02/22/nbas-top-shot-nfts-may-be-securities-judge-rules-in-dapper-labs-case/ 57:15 OpenSea pushing back to Blur https://twitter.com/opensea/status/1626682043655507969
59:35 BTC https://twitter.com/paddi_hansen/status/1628002503932657664
1:01:53 Regulation Caitlin Long’s shame on Washington https://twitter.com/CaitlinLong_/status/1626661344316473346 1:03:35 Jesse Powell https://twitter.com/jespow/status/1626744111498940417 https://twitter.com/jespow/status/1627415364111040513
1:06:20 Collab.land launching COLLAB token https://twitter.com/Collab_Land_/status/1626253185210884101 1:07:08 Superfluid Vesting just went live https://www.superfluid.finance/post/Superfluid-Vesting-Liquid-Composable-Vesting-Solution 1:08:10 Phi raised a $2M seed round https://twitter.com/phi_xyz/status/1626642707597910016
1:10:17 Jobs https://pallet.xyz/list/bankless/jobs
1:13:00 Questions from the Nation
1:1:21:50 Elon Musk https://twitter.com/elonmusk/status/1628086895686168613 1:25:08 Frank DeGods https://twitter.com/frankdegods/status/1626132578020528128 1:25:45 When shilling tokens is justified https://twitter.com/trustlessstate/status/1626359069547065347 1:27:45 “Can you stop people from being dumb?” https://twitter.com/0xEdgar/status/1626363432743190530 1:30:12 Web2 vs Web3 me https://twitter.com/pacmanblur/status/1628223367487848451
1:31:04 What David’s Bullish On 1:32:08 What Ryan’s Bullish On
1:35:55 MEME of the Week https://twitter.com/autismcapital/status/1626708728019046400
1:37:08 Risks & Disclaimers
1:37:23 Moment of Zen The Ballad of Alexey by El-Coco-No https://opensea.io/assets/ethereum/0x495f947276749ce646f68ac8c248420045cb7b5e/81421613810573034294030626655533735961574085130976774099250220325335449207784
---- Track: Flume Type Beat [Futuristic Future Bass] by MokkaMusic / No Rules https://www.youtube.com/watch?v=fsZ_RHBDP2Q&t=0s Music provided by "MokkaMusic" channel and https://inaudio.org
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Jesse Pollock, Senior Director of Engineering at Coinbase, joins us to unpack some of the hottest news in crypto since The Merge!
Coinbase announces the launch of “Base,” their own L2 built on the OP Stack. Tune in to hear everything you need to know about Base!
------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 7:53 Coinbase’s New Chain? 8:45 What is Base? 9:36 How is Base Different? 11:16 How Open is Base? 13:05 Why Now? 17:00 ETH L2 Philosophy 20:00 2nd Mover Advantage & Success Metric 22:26 Total Coinbase Users 25:15 How Base Will be Used By Coinbase Users 29:35 $COIN 31:13 Could Base Canoblize Coinbase? 32:35 Regulation 35:30 Base Token?! 40:26 Validator Set 39:10 Sequencer Power 40:53 Timeline 42:55 Basechain Vision 48:55 Why OP Stack? 52:57 Jesse as a Badge Member 54:47 Gas-Free Percentage 56:22 Superchain Vision 58:46 KGZ Ceremony 1:00:41 What Does Successful Base Look Like? 1:06:13 Closing & Disclaimers
------ Resources:
Jesse Pollak (jesse.xyz) https://twitter.com/jessepollak
Coinbase https://twitter.com/coinbase
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"
Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments.
------ MetaMask Learn https://bankless.cc/metamaskshow
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 5:06 Jon's Argument 11:30 Triple Point Asset Thesis 17:52 ETH 18:53 The Disagreement 22:10 Semantics 26:40 Profit 30:00 PoW vs. PoS 33:15 Does Issuance Matter? & L1s & L2s 37:57 Blockchain Sustainability 42:00 Deflation vs. Inflation Value 47:50 How is Jon's Argument Bullish? 51:35 Alt L1s Issuance 59:20 Jon's Model Spreadsheet 1:17:53 Closing & Disclaimers
------ Resources:
Jon Charbonneau https://twitter.com/jon_charb
Jon's Essay https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part
Jon's Model Spreadsheet https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s episode, we’re talking to Frank DeGods, from the DeGods project, an NFT project that’s recently migrated to Polygon. We also brought on Zhuoxun Yin, Co-Founder and COO of Magic Eden, an NFT marketplace also migrating to Polygon. And last, but certainly not least, we’re also joined by Stani Kulechov, Founder and CEO of the Aave companies, which is bootstrapping Lens, a social media ecosystem on top of Polygon.
------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 7:02 Why Polygon? 13:45 Solana vs. Polygon 25:30 NFT Trajectories 35:00 Lens on Other Chains? 41:09 Supernets 43:20 The Lens & Polygon Focal Point 48:10 Ecosystem Metrics 1:00:00 Polygon #3 Community? 1:05:30 Lens, Content, & Metrics 1:12:25 Closing & Disclaimers
------ Resources:
Frank https://twitter.com/frankdegods
Zhuoxun Yin https://twitter.com/ZhuoxunYin
Stani https://twitter.com/StaniKulechov
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Debriefing the episode with Eliezer Yudkowsky. This one was so good, we had to share. The fate of humanity might depend on it.
The Debrief Episode goes out EVERY MONDAY for Bankless Citizens. Want the Debrief Episode? Get the Premium RSS feed by Subscribing to Bankless!
WATCH THE FULL EPISODE HERE: https://youtu.be/gA1sNLL6yg4
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----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Eliezer Yudkowsky is an author, founder, and leading thinker in the AI space.
------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-eliezer ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ We wanted to do an episode on AI… and we went deep down the rabbit hole. As we went down, we discussed ChatGPT and the new generation of AI, digital superintelligence, the end of humanity, and if there’s anything we can do to survive.
This conversation with Eliezer Yudkowsky sent us into an existential crisis, with the primary claim that we are on the cusp of developing AI that will destroy humanity.
Be warned before diving into this episode, dear listener. Once you dive in, there’s no going back.
------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 10:00 ChatGPT 16:30 AGI 21:00 More Efficient than You 24:45 Modeling Intelligence 32:50 AI Alignment 36:55 Benevolent AI 46:00 AI Goals 49:10 Consensus 55:45 God Mode and Aliens 1:03:15 Good Outcomes 1:08:00 Ryan’s Childhood Questions 1:18:00 Orders of Magnitude 1:23:15 Trying to Resist 1:30:45 Miri and Education 1:34:00 How Long Do We Have? 1:38:15 Bearish Hope 1:43:50 The End Goal
------ Resources:
Eliezer Yudkowsky https://twitter.com/ESYudkowsky
MIRI https://intelligence.org/
Reply to Francois Chollet https://intelligence.org/2017/12/06/chollet/
Grabby Aliens https://grabbyaliens.com/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today's episode, we're talking about the state of crypto regulation across the pond. Is it as bad over there as it is here in the United States?
There is a landmark crypto bill over in the EU called MiCA (Markets in Crypto-Assets) and its worth paying attention to!
We brought on some EU regulation experts, Rebecca Rettig, Chief Policy Officer @ Polygon Labs, Seth Hertlein, VP, Global Head of Policy @ Ledger, and Patrick Hansen Director of EU Strategy and Policy @ Circle.
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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 4:45 Pond Temperature 9:30 U.S. vs. the EU Regulation 13:30 Is MiCA Passed? 15:50 Should the U.S. Be Jealous? 18:30 MiCA Grading 20:55 DCCA Grading 22:22 MiCA Stablecoins 29:35 EU Restrictions 37:36 MiCA Self-Custody 44:22 Fear Ideology 46:40 U.S. vs. EU Regulation & Innovation 51:40 Closing Thoughts 58:50 Disclaimers
------ Resources:
Seth Hertlein https://twitter.com/SethHertlein
Patrick Hansen https://twitter.com/paddi_hansen
Rebecca Rettig https://twitter.com/RebeccaRettig1
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 3rd Week of February 2023
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro 4:00 Markets 7:35 Inflation https://www.cnbc.com/2023/02/14/consumer-price-index-january-2023-.html https://eu.usatoday.com/story/money/economy/2023/02/14/cpi-january-inflation-data-today-live-updates/11247836002/ 11:45 ETH Supply https://ultrasound.money/ 15:54 BTC Halving Timelines https://twitter.com/DU09BTC/status/1626118062360469505
23:40 U.S. Ban Hammer https://www.sec.gov/news/press-release/2023-25 https://twitter.com/GaryGensler/status/1623777842000539648 https://blog.kraken.com/post/17619/settlement/ 28:15 Commissioner Hester M. Peirce Dissent https://www.sec.gov/news/statement/peirce-statement-kraken-020923 31:55 Coinbase Reactions https://twitter.com/brian_armstrong/status/1623860170404286464 https://twitter.com/brian_armstrong/status/1624829368915890176 33:00 Reactions & Takes https://twitter.com/ohaiom/status/1624534998069006337 https://twitter.com/milesjennings/status/1623850932860784641 38:30 SEC & NYDFS Hammering on Paxos https://paxos.com/2023/02/13/paxos-issues-statement/ 40:10 PayPal Pauses Stablecoin Work https://www.bloomberg.com/news/articles/2023-02-10/paypal-pauses-stablecoin-work-amid-regulatory-scrutiny-of-crypto 42:10 New SEC Rule restricts Which U.S. Companies Can Custody Crypto https://www.coindesk.com/policy/2023/02/15/sec-proposal-could-bar-investment-advisers-from-keeping-assets-at-crypto-firms/ 48:22 Hester Take https://www.sec.gov/news/statement/peirce-statement-custody-021523
49:45 Blur Drop https://twitter.com/blur_io/status/1625566146241114112 https://www.coingecko.com/en/coins/blur https://twitter.com/MannionNFT/status/1625602378106908673 https://twitter.com/BanklessHQ/status/1625620810902675457
53:45 ETH https://twitter.com/ultrasoundmoney/status/1625209951944642581 https://nerolation.github.io/mevflow.html 55:38 Polygon zkEVM Mainnet Launched on March 27th! https://twitter.com/MihailoBjelic/status/1625532387235971076 56:50 zkSync Era Mainnet https://twitter.com/zksync/status/1626235292268240902 https://forms.gle/KBreznP3g8aJYTJS7
1:01:30 NFTs https://twitter.com/cozomomedici/status/1625206526800703488 1:01:52 BTC NFTS https://dune.com/dataalways/ordinals https://www.coindesk.com/web3/2023/02/09/bitcoin-punks-ordinal-nft-collection-soars-in-value/
1:06:40 SBF https://www.cnbc.com/2023/02/15/sam-bankman-frieds-two-bond-guarantors-revealed-after-unsealing-.html https://twitter.com/AutismCapital/status/1625930741367595008
1:07:57 Celsius https://twitter.com/CelsiusUcc/status/1625854272561889281 https://twitter.com/CelsiansNetwork/status/1625600427696717825
1:10:30 Releases Sign-In with Ethereum on Shopify https://twitter.com/sadaf_eth/status/1624086599486283776 1:11:55 Token Terminal Financial statements for DAOs https://twitter.com/tokenterminal/status/1625838112218677250
1:16:25 Questions from the Nation
Takes of the Week 1:23:40 Balaji https://twitter.com/balajis/status/1625720725645692928 1:25:40 6529 https://twitter.com/punk6529/status/1625619140705656847 1:26:15 Ryan Question https://twitter.com/RyanSAdams/status/1625832853056417792
1:30:00 What David’s Bullish On 1:32:45 What Ryan’s Bullish On https://twitter.com/RyanSAdams/status/1626249830191321089
1:37:22 MEME of the Week https://twitter.com/ColinLieb/status/1623815237425106948
Risks & Disclaimers
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today's episode, David sits down with Pacman, the Founder of the NFT trading marketplace, Blur.
Blur recently launched their $BLUR token and Pacman joins us to share the entire airdrop story, the different phases that went into it, and what's next for the fascinating OpenSea competitor.
------ MetaMask Learn https://bankless.cc/metamaskshow
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 3:27 Who is Pacman? 5:55 Why Blur? 7:15 Traders vs. Collectors 10:28 What Blur Built 15:00 $BLUR Token Story 26:50 Airdrop Phases 31:50 $BLUR Airdrop Details 35:10 Pacman's Reaction to the Drop 40:47 OpenSea vs. Blur 43:38 $BLUR Utility 45:13 Season Two 49:20 NFT Royalty Wars 55:30 Closing & Disclaimers
------ Resources:
Blur https://blur.io/
Pacman https://twitter.com/PacmanBlur
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today's episode, Ryan and David bring on Mike Selig to chat about everything need to know about crypto regulation. Mike is a crypto lawyer at Willkie Farr & Gallagher, former a regulator at the CFTC, and a frequent contributor to Coindesk about the state of crypto regulation.
Operation Chokepoint is in full effect. Tune in to understand everything you need to know.
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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 6:18 2023 Regulation Playbook 7:15 SEC Charging Kraken 11:27 SEC Rolling Out Regulation 14:09 SEC Patronizing Approach 15:44 Wells Notice 19:45 Kaken Staking Crackdown 28:00 Driving Crypto Offshore 30:05 Staking Pools Next? 35:05 SEC Scoring Points 40:50 Paxos & BUSD 44:40 Circle 50:55 Banks Servicing the Crypto Industry 57:55 Net Effects 59:27 U.S. Crypto Regulation History 1:02:49 Why the U.S. Hates Crypto 1:06:26 Banks vs. Crypto 1:08:14 Will Crypto Survive? 1:10:25 Closing & Disclaimers
------ Resources:
Regulation vs. Decentralization https://www.coindesk.com/consensus-magazine/2022/12/23/2023-the-year-of-regulation-vs-decentralization/
Gensler Statement https://twitter.com/SquawkCNBC/status/1624041483241156608
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-punk6529
------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ Punk6529 is a pseudo-anonymous leader in the crypto space. He’s heavily focused on the world of NFTs and the metaverse and is known for putting together extremely punchy and thoughtful Twitter threads, thinking about the world from first principles.
NFTs will represent every single digital non-fungible token that exists…and there are going to be a lot of them. Is Punk6529 the most bullish person in the world on NFTs?
In this episode, 6529 shares the benefits of using an NFT-backed pseudonym instead of your state name, why the “freedom to transact” is an essential human liberty we’ll lose without crypto, how the Metaverse is just a visualization layer of NFTs, and why NFTs are more important than DeFi…probably the most important thing crypto has produced.
------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/metamaskshow
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist
------ Topics Covered
0:00 Intro 8:23 Who is Punk 6529? 13:00 Digital Identities 28:30 Freedom to Transact & Crypto Values 46:50 NFTs 1:24:51 Why NFTs Are Inevitable 1:33:20 Closing & Disclaimers
------ Resources:
Freedom to Transact https://twitter.com/punk6529/status/1494444624630403083
Making It https://twitter.com/punk6529/status/1435229502708322313
On the Shortness of Life https://twitter.com/punk6529/status/1507787390114488322
Punk 6529 https://twitter.com/punk6529
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Hadrien from Sismo, the identity tooling set to help express your identity across all your addresses. Digital identity is more than one wallet—we need tools like Sismo to help maximal expression.
------ 📣 MetaMask Learn https://bankless.cc/metamaskshow
------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 3:45 Sismo 5:30 Getting Starked 8:00 Digital Identity 12:00 Data Vaults 15:09 Sharing with Friends 18:00 Soulbound Tokens 20:30 Web3 Social 21:40 Get Involved 22:30 Conference Experiences
----- Resources:
Hadrien Charlanes https://twitter.com/dhadrien_
Sismo https://www.sismo.io/
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Gregoire Gambatto, co-founder of Only Dust, the platform for open-source paid contribution. If you’re a budding developer with dreams of impacting the StarkNet ecosystem, this app is for you!
------ 📣 MetaMask Learn https://bankless.cc/metamaskshow
------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 3:10 Only Dust 4:20 Open Source Devs 5:45 Independent Funding 7:25 Using Only Dust 10:00 Get a Project
----- Resources:
Only Dust https://twitter.com/OnlyDust_xyz
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
Herodotus is a system for data interoperability across chains. The future is composable, and tools like Herodotus help move us in that direction.
------ 📣 MetaMask Learn https://bankless.cc/metamaskshow
------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 3:30 Herodotus 7:15 Use Cases 10:10 Storage Proofs 11:45 How it Works 15:00 The Future 18:30 Get Involved
----- Resources:
Kacper Kozio https://twitter.com/kacperkozi
Marcello Bardus https://twitter.com/0xmarcello
Herodotus https://twitter.com/HerodotusDev
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
Cartridge is building out the legos necessary to produce a robust gaming ecosystem in Starknet. With the compression capabilities of zk technology, the possibilities for game logic is astounding. Gaming infrastructure is a key building block of the metaverse, and Cartridge is helping us get there.
------ 📣 MetaMask Learn https://bankless.cc/metamaskshow
------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 4:00 Getting Starked 7:55 zk-Rollup 9:30 On-Chain Gaming 13:00 What’s Possible? 16:30 Downstream Effects 18:30 Owning Valuable Assets 22:45 The Stack 27:00 Cartridge 30:42 Starknet is a Game 33:30 Get Involved
----- Resources:
Tarrence https://twitter.com/tarrenceva
Cartridge https://twitter.com/cartridge_gg
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re speaking with Omer Shlomovits, founder and CEO of Ingonyama, a next-generation semiconductor company, building specialized hardware for Zero-Knowledge Proofs. It’s not often that we talk hardware on Bankless, so when we do... it's time to pay attention.
------ 📣 MetaMask Learn https://bankless.cc/metamaskshow
------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 4:00 Ingonyama 7:45 Scaling and Privacy 11:00 Present and Future Computation 13:55 Hardware 19:49 Producing Chips 23:50 Get Involved
----- Resources:
Omer Shlomovits https://www.omershlomovits.com/
Ingonyama https://twitter.com/Ingo_zk
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of February, 2023
------ 📣 MetaMask Learn https://bankless.cc/metamaskshow
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro
9:00 Markets 10:20 TA https://twitter.com/CryptoHornHairs/status/1623068877264498688 12:55 Ultra Sound https://ultrasound.money/ 14:15 ETH Burn https://twitter.com/TrustlessState/status/1623482139260887042 15:00 Gas Prices https://twitter.com/hildobby_/status/1622655640056303621 17:55 Bitcoin Blockspace https://twitter.com/dylanleclair_/status/1622660128989233153 21:00 BTC Target https://twitter.com/TrustlessState/status/1621614401550696449 23:35 AI Tokens https://twitter.com/TrustlessState/status/1623300044437725184 26:00 NFT Loans https://thedefiant.io/nftfi-record-loans
30:30 Operation Choke Point https://twitter.com/nic__carter/status/1622973966360133634 32:45 Choke Point Blog https://www.piratewires.com/p/crypto-choke-point 37:20 Jake Take https://twitter.com/jchervinsky/status/1622978313122635776 38:00 Sen Hagerty https://twitter.com/SenatorHagerty/status/1623375510544781356 40:00 Local Bitcoins Shutdown https://twitter.com/LefterisJP/status/1623662500699951105
41:40 SEC Banning Staking https://twitter.com/brian_armstrong/status/1623459203150131201 44:25 Gateway Token https://therug.mirror.xyz/SzofEWluskmQHZZ568XHyv_pfn70tgMqddORLaxxo8M
45:50 Genesis DCG https://twitter.com/AP_Abacus/status/1622735561290031104 https://decrypt.co/120708/gemini-earn-genesis-dcg-agreement https://www.ft.com/content/abee7e2e-1d18-4a68-aac5-665869db250f
52:30 Arbitrum Stylushttps://twitter.com/arbitrum/status/1622974926331453441 54:45 StarkNet Prover https://www.theblock.co/post/208731/starkware-open-sources-prover-technology-for-ethereum-layer-2-network 55:50 MakerDAO Report https://ipfs.io/ipfs/QmNXCG29xCMHhHppw6666zkY1zRTDT75Wdb5LHwEJcsvzH?filename=MakerDAO%202022%20Retrospective.pdf 57:55 a16z Uniswap Governance https://www.theblock.co/post/208729/a16z-votes-against-proposal-to-deploy-latest-uniswap-iteration-on-bnb-chain https://twitter.com/Dogetoshi/status/1622088935336824833 https://twitter.com/eddylazzarin/status/1622758120878653440 1:03:45 Linkin Park https://twitter.com/linkinpark/status/1623561791447117824 1:05:20 Coffeezilla Sting Operation https://twitter.com/coffeebreak_yt/status/1621581040539033603 1:08:20 FTX Donations https://www.theblock.co/post/208763/ftx-debtors-want-political-donations-returned-by-end-of-the-month 1:09:30 Super Bowl Commercials https://twitter.com/watcherguru/status/1622997422254305294 1:11:40 Do Kron Manhunt https://www.bloomberg.com/news/articles/2023-02-07/hunt-for-crypto-fugitive-do-kwon-led-south-korean-officials-to-serbia-last-week 1:12:30 Kyle Davies Hiding https://www.theblock.co/post/209552/kyle-davies-has-chosen-to-ignore-his-duties-to-3ac-after-rare-twitter-subpoena 1:14:20 Taxing Staked Crypto https://decrypt.co/120793/crypto-staking-taxes-appeal
1:16:00 Lido v2 https://twitter.com/LidoFinance/status/1622963224898330624 1:16:50 Aave GHO https://twitter.com/AaveAave/status/1623683819034517504 1:17:20 Element Hyperdrive https://twitter.com/element_fi/status/1623367512086745097 1:17:49 Infinity Pools https://twitter.com/delitzer/status/1623076431243939842 1:18:20 Mean Finance https://twitter.com/mean_fi/status/1621226280984408064 1:19:25 Sorare Premier League https://medium.com/sorare/sorare-partners-with-premier-league-to-launch-digital-player-cards-and-fantasy-competitions-c8b5c5e195b3
1:20:00 Jobs
1:23:30 Questions from the Nation
1:30:00 Takes of the Week 1:33:10 Proof of Time https://twitter.com/trustlessstate/status/1621550977793855488 1:36:40 Opinions that Matter https://twitter.com/RyanSAdams/status/1621502310550495232
1:41:20 What David’s Bullish On 1:43:40 What Ryan’s Bullish On
1:45:20 MEMEs of the Week https://twitter.com/MrT09613720/status/1623649904349577216 https://twitter.com/BanklessHQ/status/1623062111604600849
---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Uri Kolodny and Eli Ben-Sasson, the co-founders of StarkWare and the fathers of the StarkNet ecosystem. We take a high-level overview of the emerging network state, and what we can expect from this community looking forward.
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 5:00 A Network State 8:00 Starknet Governance 12:30 Technical Minds 15:30 Integrations 18:20 Use Cases 20:30 Looking Forward 23:20 Day in the Life 27:40 Friendship
----- Resources:
Uri Kolodny https://twitter.com/ukolodny
Eli Ben-Sasson https://twitter.com/EliBenSasson
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Motty Lavie, the founder and CEO of Braavos, the team behind the self-custodial Braavos wallet on top of StarkNet. As the fastest growing wallet on StarkNet, Braavos is paving new ground with smart contract wallets. If you can’t tell yet, David was heavily smart contract wallet-pilled after the Starkware Sessions.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 3:30 What’s Braavos? 5:30 Smart Contract Wallets 11:30 Signers 14:30 A Use Case Revolution 18:45 An Example 20:50 Synergy with Layer 2 22:50 The Braavos Approach 24:40 Get Involved
----- Resources:
Motty Lavie https://twitter.com/mottylen
Braavos https://braavos.app/
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
In this episode, we’re talking to Yoav Weiss, a security fellow at the Ethereum Foundation and pioneer of account abstraction through EIP-4337. The future of smart contract wallets is massive—Yoav helps tell us how.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 3:45 Starknet and the Conference 5:30 Account Abstraction 7:30 EVM Equivalence 8:50 Huge Developments 10:30 Experimenting in Public 11:50 Smart Contract Wallets 15:30 The Future of Wallets 18:30 Yoav’s Interests
----- Resources:
Yoav Weiss https://twitter.com/yoavw
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.
Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.
Sylve Chevet is the CEO of Briq, an NFT-building protocol with broad ambitions of becoming with building blocks of the metaverse. Sylve is also a steward of StarkNet governance, helping oversee the decentralization of the protocol, community, and ecosystem.
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 4:50 Briq 8:30 How it Works 11:00 Starknet the Enabler 14:20 Silve’s Story 15:15 Decentralization of Starknet 18:51 On-Chain Governance 20:00 Stark Token 22:25 Devs and Governors 26:00 Vibes 30:00 Get Involved
----- Resources:
Sylve Chevet https://twitter.com/sylvechv
Briq https://briq.construction/
StarkNet https://starkware.co/starknet/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Zak Cole, a core contributor to Canto, joins Bankless to answer: "What's good with Canto?"
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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 7:30 Canto Brings It 9:40 What is Canto? 12:40 Nationalizing Apps 16:00 CSR and Market Forces 20:10 Funding Open Source 22:45 Infrastructure 26:00 Native Apps 29:55 The Stablecoin 33:40 The History of Canto 37:30 Launching on Cosmos 42:10 Botched Ads 44:25 Friction Points 48:00 Founder Culture 54:00 RIP Anon 58:00 Community 1:01:30 Future of Canto 1:03:30 Get Involved 1:04:30 Chatting
------ Resources:
Zak on Twitter: https://twitter.com/0xzak
Canto: https://canto.io/
Variant Blog Post: https://variant.fund/articles/canto-a-layer-1-incentive-experiment/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today’s show, we’re talking about NFTs on Bitcoin. Yes, you read that right. NFTs are now part of Bitcoin. Ever since the launch of the Ordinals protocol, NFTs on Bitcoin are all anyone can talk about.
We brought on the man behind Ordinals and open source Bitcoin developer, Casey Rodarmor, and also Eric Wall, our Bitcoin expert to chat about all things NFTs on Bitcoin and what it might mean for Bitcoin’s future.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Timestamps:
0:00 Intro 9:30 Ordinals 12:29 Ethereum vs. Bitcoin NFTs 14:28 Bitcoin Feature Timeline 17:55 Hard vs. Soft Forks 19:16 Bitcoin’s Segregated Witnesses 22:45 Ordinals Origin 32:11 Violating Bitcoin’s Core Philosophy 38:40 Illegitimate Bitcoin Transactions 41:13 Legitimate Bitcoin Transactions 53:55 Eric Prediction & Miner Game Theory 58:31 Bitcoin Fee Market 1:01:31 Fixed Bitcoin Fee Structure? 1:03:58 No Bloat Problem 1:10:38 Summary 1:16:21 Inscription 466 1:19:33 Bitcoin is Fun Again 1:23:50 Closing & Disclaimers
----- Resources:
Eric Wall https://twitter.com/ercwl
Casey Rodarmor https://twitter.com/rodarmor
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-anatoly-solana
------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to ask: is Solana going to make it?
Price is down. A major public backer…SBF is down for the count…will Solana make it? Will it survive the bear market? Anatoly shares his thoughts.
In addition, he also shares the full Solana story, back to its earliest inflection points all the way to the current state of Solana today.
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro 7:58 2022 & 2023 10:05 Solana Origins 14:40 Passage of Time as Data 25:30 Bandwidth Trade-offs 29:29 SOL as Money? 32:04 Security 36:24 Continuing the Solana Story 44:10 Early Day Solana Vibes 48:20 Solana Growth Acceleration 51:31 2021 Solana Price 53:12 The Crypto VC Narrative 54:37 Solana Haters 59:55 FTX & SBF 1:07:16 Solana Critique 1:09:35 Cultural Debt 1:14:46 The State of the Solana Community 1:19:37 The Future of Solana 1:24:36 Solana VM 1:26:39 Will Solana Make It? 1:31:15 Final Solana Questions Closing & Disclaimers
------ Resources:
Anatoly https://twitter.com/aeyakovenko
Firedancer https://jumpcrypto.com/firedancer/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
1st Week of February, 2023
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom
------ Topics Covered
0:00 Intro
4:30 MARKETS 7:30 ETH Supply https://ultrasound.money/ 10:20 FOMC Meeting https://www.bloomberg.com/news/live-blog/2023-01-31/fomc-rate-decision-and-fed-chair-news-conference 13:00 Markets and Inflation https://twitter.com/TrustlessState/status/1620063534880264192 14:45 Tokens Up Layer 2: https://imgur.com/sGYGc7h DeFi: https://imgur.com/BnzQve7 17:20 Canto https://variant.fund/articles/canto-a-layer-1-incentive-experiment/ 20:20 dYdX Lockup https://twitter.com/spreekaway/status/1618671588907581440 25:00 $COIN https://imgur.com/gfboGPU 25:40 ChatGPT https://therug.mirror.xyz/hUQt2XF1roaocALWW1QdM45NzY7YkDFooKpRre9yRwI
29:00 Bitcoin NFTs https://metaversal.banklesshq.com/p/bitcoin-nfts Visualizer: https://mempool.space/block/0000000000000000000515e202c8ae73c8155fc472422d7593af87aa74f2cf3d 33:40 Controversy Casey: https://twitter.com/rodarmor/status/1619516796176039937 Eric Wall: https://twitter.com/ercwl/status/1619720558362660864 DrNick: https://twitter.com/drnicka/status/1620002472986308610
41:45 FTX Creditors https://www.theblock.co/post/205859/ftx-creditor-list-includes-star-athletes-crypto-firms-state-governments Bail Pay: https://twitter.com/watcherguru/status/1620206663268700160 Witness: https://twitter.com/tier10k/status/1620132741038886912 Contact: https://cointelegraph.com/news/federal-judge-bars-sbf-from-contacting-ftx-and-alameda-employees-using-signal Compliance: https://www.coindesk.com/video/sbfs-mother-and-brother-not-cooperating-with-financial-probe-ftx-lawyers-say/ Mark Wahlberg: https://watcher.guru/news/ftx-and-binance-doc-in-the-works-from-fortune-mark-wahlberg
51:00 OFAC Compliant Blocks https://twitter.com/sassal0x/status/1618819502761992193 MEV Watch: https://www.mevwatch.info/ Relay Market: https://mevboost.pics/ 53:25 Staking Withdrawal https://www.theblock.co/post/207231/ethereum-staking-withdrawal-testnet-for-shanghai-upgrade-goes-live-tomorrow 54:15 Optimism Bedrock https://twitter.com/optimismFND/status/1620905414769668097 David: https://twitter.com/TrustlessState/status/1621181863380324353 55:40 RPL vs LDO https://twitter.com/nixorokish/status/1620061177551417349 57:55 ImmutableX Passport https://www.immutable.com/products/passport 59:00 Harmony https://www.dlnews.com/articles/defi/harmony-execs-mismanaged-funds-and-bullied-workers-ex-staff-claim/ 1:03:55 Blur vs OpenSea https://mobile.twitter.com/pandajackson42/status/1620081523646148613 Royalties: https://twitter.com/ljin18/status/1620490983610945538 1:09:00 Cardano Stablecoin https://cointelegraph.com/news/ada-backed-algorithmic-stablecoin-djed-launched-on-cardano 1:09:20 Worldcoin https://twitter.com/worldcoin/status/1618948582769582080 1:10:50 Celsius Withdrawals https://www.coindesk.com/policy/2023/02/01/bankrupt-lending-platform-celsius-names-users-eligible-to-withdraw-assets/ 1:11:35 Twitter Money https://cointelegraph.com/news/elon-musk-wants-twitter-payments-system-built-with-crypto-in-mind 1:12:20 Amazon NFT https://blockworks.co/news/amazon-nft-marketplace-web3
1:15:00 Questions from the Nation Daniel Allan: https://twitter.com/imdanielallan/status/1617932612668108807
1:22:30 TAKES 1:23:00 McDonalds https://twitter.com/McDonalds/status/1618691421091024897 1:24:10 Max Pain https://twitter.com/RyanSAdams/status/1620792397746814976 1:26:10 Purity in Isolation https://twitter.com/RyanSAdams/status/1620971450579693569 1:30:00 Blockspace Middlemen https://twitter.com/litocoen/status/1621097714191855616 1:30:40 Influencers https://twitter.com/jediblocmates/status/1620413105095475201
1:32:30 What David’s Bullish on https://twitter.com/TrustlessState/status/1621175981301174274 1:34:45 What Ryan’s Bullish on
1:35:30 MEME of the Week https://twitter.com/eth_valid/status/1620443912254152705?s=20
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Today on the show, Ryan and David are Guestless!
The two cover the history of crypto bull markets. What patterns are found in every single bull market? Now that there are three very distinct crypto market cycles, what can we learn from them? Crypto democratizes the ability to mint new assets. How are humans dealing with this newfound superpower? Ryan and David answer all of these questions and so much more.
------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast
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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi ------ Timestamps:
0:00 Intro 10:24 What is Money? 16:40 What is Crypto Doing? 24:40 The Power Patterns 28:20 2013 32:40 Corruption Part of the Cycle 37:15 ICO Mania & Corruption 54:00 2020 DeFi Summer 59:50 NFTs 1:03:20 2023 1:06:00 The Good & The Bad 1:10:05 Closing & Disclaimers
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-chris-burniske
------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ Chris Burniske is Co-Founder of Placeholder VC, author of “Crypto-Assets,” and mentor to both David and Ryan. This is Chris’s third appearance on Bankless. He was first on three years ago for episode #20!
Investing in waves. Are we talking about surfing? Are we talking about capital deployment? The answer is yes.
In today’s episode, Chris unpacks why he uses the term “trashy” to describe many 2022 projects (and their founders), why crypto is like surfing and how you catch a good wave, his rules for staying sober during bull and bear markets (hint: don’t fall in love with your coconuts), and finally his bull case for Solana.
------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast
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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro 6:46 Crypto Assets 12:43 Right 2 Years Later 16:00 Wrong 2 Years Later 19:35 What Makes a Project Trashy 22:12 Psychological Perspective 26:33 Thesis Driven 30:00 Super Cycle Narratives 37:20 Market Timing & Advice (NFA) 47:25 Bull Market Indicators 54:30 Is the Bottom In? 57:53 What Ends the Bear Market? 1:01:17 The Crypto Repeat Story 1:08:00 BTC vs. ETH vs. SOL 1:18:54 The Solana Pitch 1:29:34 How to Approach Solana 1:36:51 Predicting SOL Value Accruel 1:41:35 The Solana Opportunity 1:46:18 Is Crypto a Net Good? 1:52:22 Action Items & Disclaimers
------ Resources:
Chris Burniske https://twitter.com/cburniske
The Ethereum Opportunity https://youtu.be/oG3CUT9kziE
Electric Capital Developer Report https://github.com/electric-capital/developer-reports/blob/master/dev_report_2022.pdf
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-dan-romero
------ Dan Romero was an early employee at Coinbase and is now the Co-Founder of Farcaster, a new decentralized social network that has captured the attention of many in Web3.
Aside from sharing a secret passcode to access Farcaster during the episode (Bankless Premium subscribers only)…Dan also shares his thoughts on why he doesn’t think Web2 social media is broken, why people should care about decentralized social media, how decentralized does it have to be in order to work, and how all of this will fundamentally change the internet and the trajectory of humanity.
------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro 6:08 Is Web2 Broken? 10:25 Web3 Improvements 19:25 Unique Web3 Properties 24:42 Developer & User Sovereignty 31:57 Farcaster’s Feature & Protocol Thesis 45:25 Unique Properties of Decentralized Social Platforms 58:29 Growing Farcaster & Client Competition 1:05:39 Incentive Mechanisms 1:11:30 Is a Token Needed? 1:15:55 Protocols 1:19:48 Advertising & Farcaster 1:25:48 Farcaster On-Chain Footprint 1:27:47 Spam Prevention 1:31:31 Discoverability & Regulation 1:33:45 Identity 1:36:00 Closing & Disclaimers
------ Resources:
DM Dan Secret Passcode https://twitter.com/dwr https://danromero.org/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
4th Week of January, 2023
------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Resources:
0:00 Intro
4:20 MARKETS 9:00 Inflation https://twitter.com/NorthRockLP/status/1617593771222519811 11:00 Crypto Revenue https://cryptofees.info/ 15:50 Aptos Mooning https://decrypt.co/120009/whats-going-on-aptos-price 18:20 dYdX Rally https://thedefiant.io/dydx-rallies-18 19:00 Optimism All-Time High https://www.coingecko.com/en/coins/optimism
24:00 Genesis Chapter 11 https://www.theblock.co/post/204035/genesis-owes-more-than-3-6-billion-to-top-50-creditors 27:00 Gemini Earn Users https://twitter.com/cameron/status/1616298056097624064
29:00 SEC Ban Hammer FTX: https://www.sec.gov/litigation/litreleases/2023/lr25617.htm Avi: https://twitter.com/secgov/status/1616531972020469781 Nexo: https://www.theblock.co/post/203983/nexo-pays-45-million-to-settle-sec-and-state-charges-for-failing-to-register-lending-product 34:55 Hester Peirce https://www.sec.gov/news/speech/peirce-remarks-duke-conference-012023
40:20 Kevin Rose NFTs Stolen https://www.coindesk.com/web3/2023/01/25/kevin-rose-says-nft-wallet-with-dozens-of-high-value-collectibles-hacked/ Bad UX: https://twitter.com/RyanSAdams/status/1618329248275795968 Behaviors: https://twitter.com/iamDCinvestor/status/1618351192358408194
48:30 Shanghai Shadow Fork https://decrypt.co/119851/ethereum-shanghai-mainnet-shadow-fork-goes-live 49:30 Uniswap v3 on Binance Chain https://www.coindesk.com/tech/2023/01/23/uniswap-poll-shows-80-support-decentralized-crypto-exchanges-move-to-bnb-chain/ 50:30 Wormhole Hacker https://cointelegraph.com/news/wormhole-hacker-moves-155m-in-biggest-shift-of-stolen-funds-in-months https://twitter.com/0x_Osprey/status/1617603687702224897
53:00 Doodles on Flow https://twitter.com/poopie/status/1618271090459160577 https://twitter.com/doodles/status/1618262941287211009 55:10 Pudgy Penguins https://twitter.com/pudgypenguins/status/1618288231552004100 https://twitter.com/cyounessi1/status/1618273523671396354 56:05 Sewer Pass NFT https://www.coindesk.com/web3/2023/01/12/bored-ape-collections-pump-ahead-of-upcoming-sewer-pass-nft-mint/ 58:00 Yuga Arbitration https://twitter.com/flyabstractart/status/1616179578224926721 1:00:30 Porsche NFT Fail https://twitter.com/BcSmithHere/status/1617524649700757511 1:03:00 The Rug https://therug.mirror.xyz/biX_10PO0yD8nN_lN6ctr3tOa2X5CtFonDOtzl80dAY 1:04:05 Peter Thiel Sold BTC https://archive.ph/8XLr6#selection-1985.281-1985.356 1:05:20 Proof of Innocence https://twitter.com/RyanSAdams/status/1617999327867338753 1:08:15 Robinhood Wallet https://decrypt.co/119594/robinhood-wallet-metamask 1:10:00 QuickNode https://www.theblock.co/post/205028/quicknode-reaches-800-million-valuation-in-series-b-round
1:10:30 Questions from the Nation https://newsletter.banklesshq.com/subscribe
1:19:00 TAKES of the Week 1:20:00 RAI Mistake https://twitter.com/ameensol/status/1617582677833699330 1:24:50 No Bailouts https://twitter.com/RyanSAdams/status/1616536164621774849 1:26:10 Omnidimensional https://twitter.com/trustlessstate/status/1617734657759670276
1:28:00 What David’s Bullish On 1:30:00 What Ryan’s Bullish On
1:32:00 MEME of the Week https://twitter.com/icebergy_/status/1611153750432825350
MOMENT OF ZEN https://twitter.com/Xofee3/status/1618406659659038720
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Vance Spencer is the Co-Founder of Framework Ventures, a VC firm that got its claim to fame by sticking around during the 2018-2020 bear market, going all-in on DeFi before we had a name for it, and taking risks and finding gems while everyone else fled the industry.
This is Vance’s 4th appearance on Bankless, because in addition to being a chad VC, he’s also adept at measuring the markets and understanding metas, which is what we’re looking to do here today.
Bitcoin is down 66% from the top, but up 50% from the bottom! ETH Down 66% from the top, but up 75% from the bottom! Solana down 90%, but up 200% from the bottom! Meanwhile, Ethereum’s L2 ecosystem is HOT. OP is hitting ATHs. RPL is at its highs in ETH terms, nearing highs in USD terms… Aptos is somehow at a 16B valuation.
Question: Where are we??? Vance has the answer.
------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Timestamps:
0:00 Intro 6:24 Vance's Read of the Market 8:10 Ranging 9:40 Indicators 13:00 Apathy Market 15:30 Trends 18:41 Institutions 22:45 Is FTX a Permanent Stain? 25:45 Aptos 29:30 Alt-L1s 35:05 Private Markets 37:24 Crypto Gaming 41:15 Future of DeFi Tokens 43:39 Macro & Recession 45:40 ETH/BTC 49:40 Alt-L1s Over? 51:05 2023 51:50 Closing & Disclaimers
----- Resources:
Vance Spencer https://twitter.com/pythianism
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Paul Brody is the head of EY’s blockchain business. EY is Ernst & Young, one of the “big 4” global professional services and accounting firms. He’s been at EY for nearly 8 years now and before that he was a VP at IBM where he started IBM’s first blockchain project.
Paul is deeply intertwined with the Ethereum community as well as enterprise use cases. If anyone is going to crack the nut of Enterprise use cases for public blockchains, it's going to be him.
------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Timestamps:
0:00 Intro 7:00 Enterprise Blockchains 11:20 Public vs. Private Blockchains 15:00 Use Cases 18:36 Supply Chains vs. Digital Money 22:00 Disruption 23:55 Network Effects 26:40 EY's Nightfall 30:50 Low-Cost Transactions 37:30 Tokenizing the World 41:50 Real-World Assets 47:10 Transactions 50:44 Stablecoin Adoption 54:15 DeFi Integration 56:35 Operating Nightfall 59:40 Nightfall Roadmap 1:01:35 Why EY 1:05:15 Enterprise Blockchain Burn Leaderboard 1:08:40 Action Items & Disclaimers
----- Resources:
Paul Brody https://twitter.com/pbrody
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-wayne-chang-sign-in-with-ethereum
------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint
------ Wayne Chang is the co-author of EIP4361, otherwise known as the Sign in with Ethereum (SIWE) Standard. He’s also the co-founder and CEO of Spruce, a company that is working to grow SIWE adoption to make the internet more user-first.
Can Ethereum help us take back our identity on the internet? There will be two phases of crypto–in phase one we take back our money. In phase two we take back our identity. Tune in to find out how.
------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/cryptotaxcalculator
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro 8:50 Identity on the Internet 17:15 Current State of Identity on the Internet 23:25 Web2 Log-in Risks & Incentives 25:50 Authentication vs. Authorization vs. Identity vs. Identifier 30:52 Sign-in with Ethereum 36:12 The Benefits of SIWE 39:15 The Rest of the SIWE Iceberg 40:50 Bringing Your Own Data Vault 46:19 Data Representing Identity 48:54 Identity & Data Vaults 50:40 Dapps & Use Cases 56:16 The Future of SIWE 1:02:33 Zero Knowledge Proofs & Minimal Disclosure 1:07:09 Bots 1:08:30 Deep Fakes 1:09:39 Session Keys & No More Cookies 1:15:14 Ethereum the Blockchain’s Role 1:17:25 Ethereum & Identity 1:19:40 Why Log-in with Ethereum? 1:22:30 Censorship Resistance 1:24:40 Festival of the Commons 1:29:40 SIWE Next Steps 1:31:43 Why SIWE is Important 1:32:52 Closing & Disclaimers
------ Resources:
Sprue https://spruceid.com
Read EIP 4361 https://eips.ethereum.org/EIPS/eip-4361
Wayne Chang https://twitter.com/wycdd
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
3rd Week of January, 2023
------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/cryptotaxcalculator
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Resources:
0:00 Intro
4:20 MARKETS 6:20 Total Crypto Market Cap 7:50 Fed Cutting? https://twitter.com/DeItaone/status/1615404601489883136 9:05 Debt ATH https://twitter.com/WatcherGuru/status/1616086891098415104 9:40 ETH Ultra Sound https://ultrasound.money/ 11:00 Ethereum Quarterly Report https://newsletter.banklesshq.com/p/state-of-ethereum-report-q4-2022 16:50 FTX Solana Position https://twitter.com/b1ockgreg/status/1615506527741263872 18:05 FTT Pumping? https://www.coingecko.com/en/coins/ftx-token
21:30 SEC vs Gemini https://www.cnbc.com/2023/01/12/sec-charges-genesis-and-gemini-with-selling-unregistered-securities.html 22:54 Winklevoss Defense https://twitter.com/tyler/status/1613674686646484992 24:35 Who Benefits https://twitter.com/dogetoshi/status/1613660660981796869 25:10 After the Fact https://twitter.com/cryptowendyo/status/1613666846041067523 26:05 Saving Investors https://twitter.com/LewellenMichael/status/1613741457248030720
26:30 Is Genesis Bankrupt? https://twitter.com/fintechfrank/status/1615781926161235976 28:45 Is it Priced In? https://twitter.com/business/status/1615885016164081664 29:40 CoinDesk for Sale https://www.cnbc.com/2023/01/18/coindesk-engages-lazard-to-explore-sale-as-dcg-crisis-grows.html
32:55 International Crypto Enforcement https://twitter.com/AP_Abacus/status/1615749853950115844 36:00 Bitzlato https://www.theblock.co/post/203516/wtf-is-bitzlato-crypto-twitter-rolls-eyes-at-dojs-big-arrest
41:30 3AC New Exchange? https://www.theblock.co/post/202589/3ac-zhu-davies-new-crypto-exchange 42:00 Trading Claims https://twitter.com/JJcycles/status/1615005217551966208
45:45 Ethereum Validators https://decrypt.co/119370/ethereum-validators-hit-500000-ahead-scheduled-shanghai-upgrade 46:10 Dev Report https://www.developerreport.com/developer-report 48:10 Norway Arbitrum https://twitter.com/arbitrum/status/1613801636350119937 49:12 MetaMask Staking https://twitter.com/MetaMask/status/1613953273957945352 49:45 2017 Cryptopunk Sale https://twitter.com/mullet_eth/status/1615099917806051349 52:30 SBF Congress https://www.coindesk.com/policy/2023/01/17/congress-ftx-problem-1-in-3-members-got-cash-from-crypto-exchanges-bosses/14554945567 53:50 Digital Dollar https://www.coindesk.com/policy/2023/01/18/digital-dollar-project-warns-on-uss-cautious-approach-to-cbdcs/
55:35 FTX is Solvent https://twitter.com/SBF_FTX/status/1615507065337958401 56:17 MiCA Delay https://blockworks.co/news/mica-delay-until-april-gives-eu-crypto-firms-ample-breathing-room
57:15 Releases 1inch: https://blog.1inch.io/introducing-the-1inch-hardware-wallet-47e2a2a8d5a0 Den: https://twitter.com/OnChainDen/status/1615363420429381635 MeanFi: https://twitter.com/aztecnetwork/status/1615348404842008583
59:10 Raises Diva: https://www.theblock.co/post/202690/diva-closes-3-5-million-seed-round-for-distributed-liquid-staking-protocol Obol: https://twitter.com/ObolNetwork/status/1615385163218948096 Flashbots: https://twitter.com/theblock__/status/1616020690326388738 Sleepagotchi: https://twitter.com/dberenzon/status/1615453029360365569
1:02:15 ETH Denver Meetup https://imgur.com/TbapHDs
1:03:00 Questions from the Nation https://youtu.be/Os10Ln8sMOc?t=6166
1:09:00 TAKES of the Week 1:09:30 Crooked Cop https://twitter.com/twobitidiot/status/1613673970896703488 1:11:10 Wild West https://twitter.com/ErikVoorhees/status/1613548809635741696 1:12:20 Owning vs Trading https://twitter.com/zhusu/status/1613389245007233026 1:13:50 BTC Supply Cap https://twitter.com/TrustlessState/status/1613924471391551488
1:15:50 What David’s Bullish On 1:18:35 What Ryan’s Bullish On
1:23:45 MEME of the Week https://twitter.com/cyounessi1/status/1614822327484833801
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
In today's episode, we're talking about what’s hot on Arbitrum. Three Arbitrum experts are here to help guide us through what's new in the Arbitrum ecosystem.
The Arbitrum metrics are HOT. 2022 was not the best year for crypto, but they were for L2s, and especially for Arbitrum! Tune in to learn why and how Arbitrum is shaping the future of L2s, gaming, and NFTs as we know it.
------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/cryptotaxcalculator
------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
----- Timestamps:
0:00 Intro 8:11 What is Arbitrum Doing Right? 15:20 GMX 17:03 Arbitrum Culture 24:30 Treasure's Expansion 29:30 Culture vs. Technology of Chains 31:42 The Bankless Thesis 36:00 GMX's Hooks 38:20 DeFi Activity 43:37 Community Engagement 48:00 The Nintendo of Web3 51:50 Building Along Treasure & Arbitrum 57:53 What's Holding the Ecosystem Back? 1:03:55 What is Beacon? 1:07:00 PFPs in Arbitrum 1:12:00 Token Alpha 1:13:50 Closing & Disclaimers
----- Resources:
Karel Vuong - Co-Founder & COO, Treasure https://twitter.com/karelvuong
Diego Vidaurre - Co-Founder & CEO of The Beacon https://www.linkedin.com/in/diego-vidaurre-schaffer-6989a1120
Coinflipcanada - Core contributor to GMX https://mobile.twitter.com/coinflipcanada
Massive Arbitrum Acquisition!! with Steven Goldfeder & Preston Van Loon https://youtu.be/PmWeXVRPeic
How to Gain Exposure to Arbitrum https://newsletter.banklesshq.com/p/how-to-gain-exposure-to-arbitrum
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/tyler-cowen-debrief
------ Tyler Cowen is an American economist, columnist, and blogger. He’s also a professor at George Mason University, where he also produces the Conversations with Tyler podcast with guests like Vitalik Buterin. Marc Andreessen, and Ray Dalio.
In today’s episode, Tyler shares why he thinks regulators should pause and wait before passing crypto regulation in the wake of FTX, how FTX and Enron are similar, why he calls himself a crypto-hopeful (even though he thinks Balaji’s Network State idea is utterly wrong). And finally, we play Tyler's favorite game—Overrated vs. Underrated—about everything relevant in 2023: Crypto AI, Inflation, America, China, Social Media, Wealth Inequality, and more.
------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/cryptotaxcalculator
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro 6:10 Tyler’s 2023 Crypto Thoughts 6:50 Why Crypto is Confusing 9:04 Is Crypto Overrated? 10:25 Is Crypto Worth it? 12:19 Regulation 19:33 On-Chain Privacy, Taxes, Surveillance 24:00 FTX vs. Enron 27:35 Wealth Inequality 32:05 Crypto Regulation vs. Innovation 34:48 Can the U.S. Choke Crypto? 36:24 Crypto vs. the Internet 37:56 Whose at Fault for FTX? 40:00 Crypto Self-Regulation 45:16 A.I. Regulation 46:46 A.I.’s SBF Moment? 48:05 Is the Future Closer than it Appears? 50:31 Human Self-Regulation 51:16 Economists & Crypto 53:20 Vitalik 54:16 Free Markets & Greed 55:21 Overrated vs. Underrated 1:00:24 Balaji’s Network State 1:01:47 Banks 1:02:15 Closing & Disclaimers
------ Resources:
Tyler on Twitter https://twitter.com/tylercowen
Tyler’s Blog https://marginalrevolution.com/
Tyler’s Podcast https://conversationswithtyler.com/
Beware the Dangers of Crypto Regulation https://www.washingtonpost.com/business/beware-the-dangers-of-crypto-regulation/2023/01/03/27f6f31a-8b63-11ed-b86a-2e3a77336b8e_story.html
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
2nd Week of January, 2023
------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ 0:00 Intro
3:00 MARKETS 5:40 Ultra Sound Money https://ultrasound.money/ 7:00 ETH BTC Ratio 8:50 Inflation https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report 11:10 Leverage https://twitter.com/YoniJMel/status/1612835719768064001 12:20 Have We Bottomed? https://twitter.com/RyanSAdams/status/1613563998426775552 16:30 Markets since 2020 https://imgur.com/qq58Ac2
22:30 DCG vs Gemini https://twitter.com/cameron/status/1612806661508567042 25:00 Shutting Down https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs 26:00 Shareholder Letter https://dcgupdate.com/
29:00 SBF Continued Robinhood: https://twitter.com/WatcherGuru/status/1612444676904083457 $5 Billion: https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1 Fraud: https://twitter.com/nic__carter/status/1612458140238225409 Substack: https://sambf.substack.com/p/ftx-pre-mortem-overview
36:10 Coinbase Layoffs https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html 38:00 Binance Hiring https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html
41:00 NEWS 41:45 Arbitrum vs Optimism https://twitter.com/WestieCapital/status/1612837614414880772 43:00 OpenSea Arbitrum Nova https://twitter.com/opensea/status/1611486589087109124 44:20 L2 Bull Market https://twitter.com/TrustlessState/status/1612534516094046208 45:20 Coinbase Rocket Pool https://twitter.com/Jasper_ETH/status/1613318003738697730 47:40 PleasrHouse https://twitter.com/PleasrDAO/status/1613217260511891460 49:30 Instagram NFT Projects https://www.coindesk.com/web3/2023/01/11/top-nft-artists-are-launching-projects-on-instagram-and-selling-out-in-seconds/
51:50 Token Gated Lens https://www.theblock.co/post/200859/lens-protocol-now-lets-creators-issue-token-gated-content 53:40 Rolling Stone PussyRiot https://twitter.com/RollingStone/status/1613264584646729755 54:48 Moonbirds Signs with UTA https://cointelegraph.com/news/bluechip-nft-project-moonbirds-signs-with-hollywood-talent-agents-uta 56:00 Vance Spencer Take https://twitter.com/pythianism/status/1432774112351375360 57:30 Game of Thrones NFT https://mobile.twitter.com/Niftys/status/1587848208780230657 59:15 Backing USDC https://twitter.com/jp_koning/status/1612087428369498112 1:01:30 BlockFi Cashout https://twitter.com/EpsilonTheory/status/1612520398892982282 1:03:30 Nexo Rekt https://www.bloomberg.com/news/articles/2023-01-12/nexo-office-raided-by-bulgarian-police-probing-alleged-crimes 1:11:45 SEC Investigating Saber https://twitter.com/CoinDesk/status/1613264554049282089 1:12:50 Lowest Funding in 2Y https://imgur.com/VWsMSR6
1:13:50 JOBS
1:14:20 QUESTIONS from the Nation Permissionless https://blockworks.co/event/permissionless-2023/speakers
1:24:00 TAKES 1:25:00 NFT Brands http://shorturl.at/aCGX8 1:27:00 Rally with Legs https://twitter.com/cburniske/status/1612349520234565634 1:28:00 Regretting 2022
1:32:30 What David’s Bullish On https://twitter.com/TrustlessState/status/1613546998984019973 1:33:30 What Ryan’s Bullish On
1:35:00 MEME of the Week https://twitter.com/0xGhost_/status/1613550278719987713
1:36:12 Moment of Zen https://twitter.com/vertical_dream/status/1612504107516047360
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
From its humble beginnings, PleasrDAO is launching PleasrHouse, a unique take on NFT Auction Houses. Chief Pleasr Jamis Johnson joins to set the stage and walk us through this announcement.
------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Resources:
Jamis Johnson https://twitter.com/_jamiis
PleasrHouse https://pleasr.house/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Tune in to hear Ryan and David share their 2023 crypto predictions on all major areas of crypto: Bitcoin, Ethereum, prices, Alt L1s, L2s, NFTs, regulation, and so much more.
Also, major-major-major Bankless alpha leak towards the end of the show that you will not want to miss. Trust, anon.
For the last time this year, Happy New Year.
------ Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
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EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Timestamps:
0:00 Intro 6:45 Bitcoin https://buybitcoinworldwide.com/halving/ https://nostr.com/ 16:20 Ethereum https://twitter.com/protolambda/status/1608870249704861696 https://twitter.com/protolambda/status/1608870266582749191 https://twitter.com/protolambda/status/1608870312090955777 https://twitter.com/protolambda/status/1608870317430308865 https://ultrasound.money/ 25:22 Prices https://www.kraken.com/prices/bitcoin?quote=usd&interval=1w https://www.kraken.com/prices/ethereum?quote=usd&interval=1w https://www.kraken.com/prices/ethereum?quote=btc&interval=1w 34:20 Alt L1s https://www.coingecko.com/en/categories/smart-contract-platform 40:10 L2s https://www.coingecko.com/en/coins/polygon https://www.coingecko.com/en/coins/optimism https://arbitrum.io/ https://www.coingecko.com/en/coins/starknet https://l2beat.com/scaling/activity https://twitter.com/ercwl/status/1609804900472619009 50:14 NFTs https://nftpricefloor.com/ 58:24 CeFi 1:04:55 SEC + CFTC Standoff https://imgur.com/3ixtonT https://www.cftc.gov/PressRoom/PressReleases/8590-22 https://www.coindesk.com/business/2022/12/13/us-judge-in-ooki-dao-trial-orders-cftc-to-serve-original-founders-with-lawsuit/ 1:10:50 Bankless https://www.youtube.com/channel/UCCRxYlYOmLE2l5wxs3ckJtg 1:16:05 What Ryan and David are Bullish on 1:22:26 Closing & Disclaimers
------ Resources:
Bankless 2023 Predictions https://newsletter.banklesshq.com/p/bankless-2023-predictions
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/liv-boeree ------ Liv Boeree is a former professional poker player, master of game theory, systems thinker, and keen understander of the world of complex systems and the human experience.
She also is one of the few people out there in the world teaching about the lessons of Moloch— the study of human coordination—and is the reason why we wanted to have her on Bankless.
In the episode, Liv makes it clear how Moloch is more than an idea. Coordination and competition failures are happening in every aspect of our lives. Is crypto the solution?
------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered
0:00 Intro 8:24 Getting to Moloch 14:25 Meditations on Moloch 17:30 Defining Moloch 19:40 Unhealthy Competition or Coordination Failure 25:00 Nuclear Proliferation 26:30 Cancer 27:58 Moloch’s Ancient Analogy 31:18 Centralization 36:10 The Prisoner’s Dilemma 38:50 When Moloch is the Most Dangerous 43:50 How to Slay Moloch 52:10 Capitalism 59:44 Defining Moloch Cont. 1:02:20 Changing the Underlying Systems 1:08:20 Crypto & Coordination 1:15:15 Moloch’s All the Way Down 1:18:15 Moloch Isn’t One Thing 1:20:00 Better System Design 1:27:23 Crypto’s Moloch Problem 1:32:32 Moloch Takeaways 1:34:42 Liv’s Personal Moloch Connection 1:37:02 Closing & Disclaimers
------ Resources:
Liv on Twitter https://twitter.com/Liv_Boeree
The Evolution of Trust https://ncase.me/trust/
Meditations on Moloch https://slatestarcodex.com/2014/07/30/meditations-on-moloch/
The Goddess of Everything Else https://slatestarcodex.com/2015/08/17/the-goddess-of-everything-else-2/
Moloch - The Beauty Wars https://www.youtube.com/watch?v=fifVuhgvQQ8
Ethereum Slayer of Moloch https://newsletter.banklesshq.com/p/ethereum-slayer-of-moloch-
Previous Bankless Podcast: Slaying Moloch https://www.youtube.com/watch?v=903tHM4RA9k
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 1st Week of 2023
------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe
------ BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
——— 0:00 Intro
9:00 MARKETS 11:00 2022 in Review 15:00 Decline from All Time High https://www.reddit.com/r/wallstreetbets/comments/zyphch/the_2022_bear_market_in_context/ https://twitter.com/WatcherGuru/status/16089343695358812161 17:00 Inflation https://twitter.com/michaeljburry/status/1609767590494371840 18:40 Liquid Staking Derivatives https://imgur.com/NJtjom5P 21:40 ETH Staking 24:00 Arbitrum Size https://twitter.com/SizeChad/status/1608638568339243011
28:00 SBF Denies https://twitter.com/SBF_FTX/status/1608908562851598336 30:42 Pleading Not Guilty https://www.theblock.co/post/198982/bankman-fried-pleads-not-guilty-to-criminal-charges https://www.coindesk.com/consensus-magazine/2023/01/04/why-did-sam-bankman-fried-plead-not-guilty/
35:00 Winklevoss vs Barry Silbert https://twitter.com/cameron/status/1609913051427524608 37:55 SEC Investigation https://twitter.com/AP_Abacus/status/1610706188093607937
38:30 Celsius Customers https://twitter.com/kadhim/status/1610706613207285773 40:20 New York Suing Celsius https://twitter.com/NewYorkStateAG/status/1611023481285578752
44:00 Eric Wall’s Predictions https://twitter.com/ercwl/status/1609798030814748672 52:50 Bankless Predictions https://newsletter.banklesshq.com/publish/post/94677142
1:05:30 Forking Optimism https://twitter.com/stonecoldpat0/status/1610443274367426561 1:06:16 Zombie Punk Sold https://twitter.com/cryptopunksbot/status/1609004341112733697 1:07:20 Bullying NFTs https://twitter.com/pcgamer/status/1610229116283883521 1:10:45 BTC Dev Hack https://cointelegraph.com/news/bitcoin-core-developer-claims-to-have-lost-200-btc-in-hack 1:12:45 Cuba NFT Embargo https://cointelegraph.com/news/opensea-blocks-cuban-artists-from-the-platform-due-to-u-s-sanctions
1:13:05 Jobs https://pallet.xyz/list/bankless/jobs
1:14:00 Inner Circle Discord https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
1:16:15 Questions from the Nation
1:23:00 TAKES 1:23:25 Money Lego https://twitter.com/taha_crypto1/status/1608548726930567168 1:24:00 Ossification https://twitter.com/domothy/status/1609584446545575937 1:26:45 Not Journalists https://twitter.com/RyanSAdams/status/1610809232621723655
1:29:36 What David’s Bullish On https://twitter.com/TrustlessState/status/1610475293537443840 https://twitter.com/TrustlessState/status/1610826559207706625 https://www.youtube.com/watch?v=tMeny9Jlp9Q
1:35:00 What Ryan’s Bullish On https://www.joinfire.xyz/ https://app.uniswap.org/
1:37:22 MEME of the Week https://twitter.com/stockmart_/status/1610416315608473600
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Yesterday, on the show we had lawyer Brian Frye, who gave us novel takes securities. You can find that episode here: https://youtu.be/jo1ZuhuCVZE
In today's episode, David continues down the securities rabbit hole with special guest Mike Selig. Mike is a crypto lawyer at Willkie Farr & Gallagher, former a regulator at the CFTC and a frequent contributor to Coindesk about the state of crypto regulation.
------ Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
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️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered:
0:00 Intro 5:35 Mike's Background 6:55 Why Securities 10:20 Investing Contract 13:00 Where's the Line? 20:11 Asset vs. Schemes 24:38 SEC Regulation 29:00 NFTs as Membership 36:48 2023 Regulation 42:51 SEC vs. CFTC 47:25 The Solution to Security Laws 50:40 Centralization 55:10 Current SEC Administration 1:01:30 Decentralization Theatre 1:04:50 Closing & Disclaimers
------ Recources:
Mike Selig https://mobile.twitter.com/mikeseligesq
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
David has been obsessed with this topic for the last couple weeks. It's time to get to the bottom of this: Are NFTs securities?
On the way down this rabbit hole, we found lawyer Brian Frye, who has some fascinating and novel takes on this very issue.
Brian is a law professor at the University of Kentucky, and recently wrote an article in Coindesk titled “NFTs Are Securities and It’s Great.”
------ Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless
------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
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EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi
------ Topics Covered:
0:00 Intro 7:30 Are All NFTs Securities? 14:00 Triggered by the Word 19:30 Trolling the SEC 29:20 A Really Good Tool 36:00 New Securities 44:55 Use a Different Term 53:30 Creative Assets 1:01:00 Copyright Law and Clout Sales 1:09:30 A Medium of Value Capture 1:14:00 Public Goods 1:19:00 Closing
------ Recources:
Brian Frye https://twitter.com/brianlfrye
After Copyright: Pwning NFTs in a Clout Economy https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3971240
Securities Spectrum: https://imgur.com/8jt6OZ1
NFTs are Securities and It's Great https://www.coindesk.com/consensus-magazine/2022/12/28/nfts-are-securities-and-its-great/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-erik-voorhees-why-are-we-here
------ Erik Voorhees is a crypto veteran of veterans. He’s one of the greatest advocates of open and permissionless systems that we have in this space.
In this episode we talk about his legendary debate with SBF—this is the first time we’ve caught up with him since. What are his reflections now? We also dive into how this bull/bear cycle is similar and different from previous ones, how do we preserve crypto’s core principles, and most importantly—why are we here? Why crypto? Why now? Why stay?
Erik doesn’t waste a word in this episode. Happy New Year everyone. Let’s keep building.
------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod
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------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken
🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ Topics Covered
0:00 Intro 6:17 Where Did Crypto Go Wrong? 8:43 Crypto Labels 12:30 Responsibility 14:26 Accountability 18:19 FTX Collapse From Erik’s POV 24:05 SBF’s Headspace 28:45 Potential Alternative Realities 30:50 SBF’s D.C. Relationship 34:47 Was this Cycle Unique? 38:58 Lessons From Past Cycles 43:36 Learning Through the Pain? 48:33 Why is Individual Empowerment Correct? 50:20 Coordination & Order 54:26 Power 1:02:22 The U.S. Constitution 1:07:13 Code Enforcement 1:08:07 Why Are We Here? 1:09:49 Baked-In Crypto Principles 1:13:03 Perserving Core Crypto Values 1:16:48 Is Erik Radical? 1:21:44 Will Crypto Ever Go Mainstream? 1:25:53 Cycle Common Denominators 1:28:19 Bear Market Advice 1:29:31 Erik’s Bull Market Forcast 1:32:00 Action Items & Disclaimers
------ Resources:
SBF vs Erik Voorhees episode https://youtu.be/Ytaa_5liwMA
A Response to SBF and Principled Crypto Regulation https://www.moneyandstate.com/blog/response-to-sbf
Sophistry and the Savior https://www.moneyandstate.com/blog/sophistry-and-the-savior
24 - Exploring the Frontier | Erik Voorhees https://youtu.be/rLsOHOvUOpM
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Last Week of 2022
------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Topics Covered
0:00 Intro 1:55 Kraken
2:54 MARKETS 3:00 BTC Price 5:15 ETH Price 5:25 ETH/BTC 9:39 Yearly Candles https://imgur.com/uMwOO7F https://imgur.com/2Yzrr8M https://imgur.com/4k44ep3 14:16 Amazon and Tesla https://imgur.com/YXxXphI 17:12 COIN https://imgur.com/gdHapjc 19:50 SOL https://twitter.com/hentaiavenger66/status/1608034523190640640 https://twitter.com/hedgedhog7/status/1608125232350629888 22:10 HEX https://twitter.com/TrustlessState/status/1608488903992029186 22:25 RPL vs LDO https://twitter.com/BenGiove/status/1608216011517603840 24:15 Winner of the Year https://www.coingecko.com/en/coins/gmx 24:55 RAI Stability https://twitter.com/reflexerfinance/status/1584650507347406848
28:54 State of Solana https://imgur.com/vvTyhAe https://imgur.com/gwLFyj7 37:00 Solana TVL Down https://twitter.com/shegenerates/status/1608197123257901056 40:00 Vitalik https://twitter.com/VitalikButerin/status/1608591727316684804
40:40 State of Multicoin https://twitter.com/DrSoldmanGachs/status/1607877120239497219 https://twitter.com/KyleSamani/status/1457317165661622275
43:35 State of L2s https://newsletter.banklesshq.com/p/the-l2-year-in-review
49:04 NEWS 49:05 Taiko https://twitter.com/taikoxyz/status/1607789733194891266 50:20 Most Popular SOL NFT Project Moving to ETH https://twitter.com/degodsnft/status/1607156858019794944
51:11 Pudgy Penguins having a Good EoY
51:45 China Opens State-Approved NFT Marketplace https://www.coindesk.com/web3/2022/12/28/china-to-launch-first-national-digital-asset-marketplace/
53:22 MicroStrategy Purchases 2,500 Bitcoin ($41M) https://twitter.com/WatcherGuru/status/1608100195010494466 https://blockworks.co/news/microstrategy-bitcoin-wash-trading-tax-harvesting
54:45 Another Miner Bites the Dust https://www.coindesk.com/business/2022/12/27/argo-blockchain-suspends-us-share-trading-for-24-hours/
57:05 Gemini Sued Over Gemini Earn https://www.coindesk.com/business/2022/12/28/crypto-exchange-gemini-sued-by-investors-over-interest-earning-program/
57:45 Avi Arrested https://twitter.com/SummersThings/status/1607861933322952709 https://www.coindesk.com/policy/2022/12/27/mango-markets-exploiter-eisenberg-arrested-in-puerto-rico/ https://twitter.com/avi_eisen/status/1581326197241180160
1:03:50 Questions From The Nation
1:11:50 TAKES 1:11:59 When Will Bear End? https://twitter.com/DegenSpartan/status/1607215848519008263 1:13:45 Sasssal, Please Rate Each Tweet https://blockworks.co/news/crypto-twitter-most-liked-tweets
1:21:35 MEME of the Week https://twitter.com/Sule8921/status/1607856004535820288
1:25:30 Moment of Zen https://twitter.com/itsk1cks/status/1608139751063691264
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history. The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish. What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond.
------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Topics Covered
0:00 Intro 7:09 Ethereum’s Original Promises 13:02 Promise Critiques 14:55 2022 Sentiment 27:41 ETH’s Risk to Reward Justification 35:58 ETH 2018 vs. Now vs. SOL 49:39 Bullish Ethereum Roadmap 55:05 EVM & zkEVM Concerns 1:00:07 MEV & Censorship 1:04:13 Post-Quantum 1:08:29 Zooming Out on the Roadmap 1:18:27 Market Opportunity 1:40:10 Timeline 1:44:30 What DCinvestor is Doing 1:48:28 Sassal’s Closing Thoughts 1:51:41 Closing & Disclaimers
------ Resources:
Justin Drake https://twitter.com/drakefjustin
DC Investor https://twitter.com/iamDCinvestor
Anthony Sassano https://twitter.com/sassal0x
Bull Case for Ethereum l - https://youtu.be/6v2VRvxbfnw ll - https://youtu.be/85M3yGvzCe4 lll - https://youtu.be/wVVfYuUsPu4
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
December 23, 2022
------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Topics Covered
0:00 Intro 2:13 Kraken
3:40 MARKETS 9:00 DeFi Growth https://dune.com/danning.sui/dex-users-across-chains 9:50 Scaling Vector https://twitter.com/l2beat/status/1605226968844320768 11:18 MakerDAO Revenue https://twitter.com/liamellul/status/1603820633850228736 13:10 Bear Market Behavior https://twitter.com/RyanSAdams/status/1605931718124478466 19:55 Coinbase Valuation https://twitter.com/Matt_Hougan/status/1605317841594490881
23:30 SBF in the USA https://twitter.com/jchervinsky/status/1605756013159686144 25:15 Bahaman Jail https://decrypt.co/117557/imprisoned-bankman-fried-may-relent-in-extradition-fight-reports 26:00 New York City https://nypost.com/2022/12/21/sam-bankman-fried-handed-over-to-us-authorities-heading-to-ny/ 26:30 Caroline & Gary https://www.coindesk.com/policy/2022/12/22/alameda-chief-caroline-ellison-ftxs-gary-wang-plead-guilty-to-fraud-charges/ 27:30 Finding Billions https://thedefiant.io/ftx-finds-1b 29:10 Clawbacks https://www.theguardian.com/business/2022/dec/20/ftx-seeks-to-claw-back-donations-to-politicians-and-charities
31:42 Brian Armstrong Proposal https://twitter.com/RyanSAdams/status/1605222605258194945
36:25 Visa Payments https://twitter.com/catgu_/status/1604896035616264205
41:30 NEWS Uniswap x Moonpay - https://twitter.com/Uniswap/status/1605251408155906048 42:30 Ren in Danger https://blockworks.co/news/alameda-backed-ren-warns-crypto-could-be-lost-as-platform-shuts-down 45:40 ETHGlobal https://ethglobal.medium.com/announcing-the-2023-ethglobal-season-3cc1960de7b4 46:30 Trump NFTs https://twitter.com/RyanSAdams/status/1604567784968667136 51:35 Reddit NFT Volume https://twitter.com/GiancarloChaux/status/1605034007644643328 52:15 Wash Trading https://twitter.com/hildobby_/status/1603763322012041217 54:10 Christies Down Bad https://www.theblock.co/post/196568/auction-house-christies-nft-sales-fell-96-in-2022 55:10 Bankless Collectibles https://collectibles.bankless.com/
56:24 Core Scientific Bankruptcy https://www.theblock.co/post/196884/bitcoin-miner-core-scientific-set-to-file-for-chapter-11-bankruptcy-protection-cnbc 58:35 Binance Buying Voyager https://www.cnbc.com/2022/12/19/binance-to-acquire-voyager-assets-weeks-after-ftx-deal-fell-through-bankruptcy.html 1:00:48 Banning Crypto https://thehill.com/homenews/sunday-talk-shows/3779731-senate-banking-chairman-says-maybe-to-cryptocurrency-ban/
1:02:25 Jobs https://pallet.xyz/list/bankless/jobs
1:05:00 TAKES Wells Fargo - https://twitter.com/GRDecter/status/1605220493564514305 Meme - https://twitter.com/Reflog_18/status/1605269193795960833 1:11:20 Binance Account https://twitter.com/RyanSAdams/status/1605207334191513601
1:14:00 What David’s Bullish On 1:16:30 What Ryan’s Bullish On
1:20:25 MEME of the Week https://pbs.twimg.com/media/FkjsYMMXkAI3Mfl?format=jpg&name=medium
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ THESIS FOR 2023:
https://messari.io/crypto-theses-for-2023
—— Ryan Selkis is presenting his Crypto Theses for 2023 on today’s State of the Nation.
Every year, Ryan publishes a massive document that wraps up the year in the industry, and looks forward to what’s coming next.
After an insane 2022, what does 2023 hold in store? Ryan Selkis of Messari brings the answers.
------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Topics Covered
0:00 Intro 7:00 Pain 10:05 Crypto is Still Inevitable 16:00 Surviving Winter, Redux 20:10 Who to Watch 26:30 How People Fall 32:20 CeFi Contagion 40:30 Institutional Capital 47:00 SEC vs ETF 51:30 SBF and Crypto Policy 1:03:00 Bitcoin 1:07:40 Smart Contracts 1:11:45 ETH Killers 1:15:00 DeFi Trends 1:19:30 DAOs and NFTs 1:24:00 Back to Crypto 1:26:30 The Block and Crypto Media
------ Resources:
Crypto Theses for 2023 https://messari.io/crypto-theses-for-2023
Ryan Selkis https://twitter.com/twobitidiot
Messari https://messari.io/
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-buterin-2023-debrief
------ Vitalik Buterin is your friendly neighborhood Ethereum developer, an alfalfa male who thinks we should rename Gas to Mana.
In today’s episode, Vitalik unpacks his recent essay, “What in the Ethereum application ecosystem excites me,” and his thoughts around why crypto villains are getting worse, what Ethereum’s most scalable use case is, why he plans to say ‘Ethereum’ rather than ‘crypto’ in 2023, how Ethereum solves the big bad identity problem, and why he thinks “simple DeFi good, complicated DeFi bad.”
Every episode with Vitalik is a must-listen and this one is no different.
------ 📣 Kraken | The Crypto Exchange for Everyone https://bankless.cc/kraken
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
------ Topics Covered
0:00 Intro 7:44 Vitalik’s 2022 Crypto Reflections 17:31 Was 2022 More Unusual? 25:58 Esperanto, Linux, & Crypto 34:57 Advice for the Crypto Space 38:31 Permissionless Commons Criticism 45:54 2022 Lessons Learned by Vitalik 52:22 Vitalik’s Recent Blog Post 1:00:00 Why Do We Need Crypto Money? 1:10:29 Where the Opportunity in Crypto is 1:13:52 Identity 1:24:29 DAOs & Governance Innovation 1:31:05 Hybrid Applications 1:36:30 Accelerating the Good Things 1:41:05 Vitalik’s Role in 2023 1:44:48 Action Items & Disclaimers
------ Resources:
Vitalik https://twitter.com/VitalikButerin
What in the Ethereum Application Ecosystem Excites Me - Vitalik https://vitalik.ca/general/2022/12/05/excited.html
Why I’m Less Than Infinitely Hostile to Cryptocurrency - Astral Codex Ten https://astralcodexten.substack.com/p/why-im-less-than-infinitely-hostile
Vitalik’s Other Bankless Appearances https://www.youtube.com/results?search_query=bankless+vitalik
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Bankless Weekly Rollup 2nd Week of December 2022
------ 📣 Kraken | The Crypto Exchange for Everyone www.bankless.cc/kraken
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel
0:00 Intro
4:05 MARKETS 7:15 Inflation https://twitter.com/tier10k/status/1602657168368484353 9:14 Has Inflation Peaked? https://twitter.com/JustinWolfers/status/1602657570283573248 12:05 Stop Raising Rates https://twitter.com/SenWarren/status/1572659264560435201 14:00 Fed Keeps Hiking https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year 17:14 Living at Home https://twitter.com/zerohedge/status/1601401345948483586 17:55 Zombie Firms https://twitter.com/eliant_capital/status/1601629575686983680 19:25 Crypto Price Action https://twitter.com/pythianism/status/1600895603512180737
25:00 SBF ARRESTED https://www.reddit.com/r/StockMarket/comments/zlftnb/breaking_footage_of_sbf_arrest_in_the_bahamas/ Release: https://pbs.twimg.com/media/Fj0LbkRXoAIIzQY?format=jpg&name=large 28:00 No Bail https://blockworks.co/news/no-bail-for-bankman-fried-leaves-bahamas-court-in-handcuffs Charges - https://twitter.com/TrustlessState/status/1602469313662812160 31:00 CFTC vs SBF https://twitter.com/tier10k/status/1602670346573938689 34:24 Tom Emmer Take https://twitter.com/bittybitbit86/status/1602715577067372544 36:40 Tom Emmer vs Gary Gentler https://twitter.com/bittybitbit86/status/1602719629172166656 38:50 Worst Take of the Year https://twitter.com/WatcherGuru/status/1603067377972920322 41:30 Hopefully Next https://twitter.com/sassal0x/status/1602458316252549120
42:15 The Block and SBF https://www.axios.com/2022/12/09/bankman-fried-funded-crypto-news-site-block
47:30 Binance Bank Run Justice Department - https://www.theblock.co/post/193988/justice-department-weighs-charging-binance Nic Carter - https://twitter.com/nic__carter/status/1600939364145541120 Auditor - https://mishtalk.com/economics/binances-alleged-crypto-audit-failed-not-even-its-auditor-would-vouch-for-it ATH Outflow - https://twitter.com/dylanleclair_/status/1602704506172706816 Bank Run - https://twitter.com/nic__carter/status/1603088552598048768
53:30 ETHEREUM NEWS MetaMask x PayPal - https://twitter.com/MetaMask/status/1603087496182743040 EIP 4844 - https://twitter.com/liamihorne/status/1601261769682743298 Optimism - https://twitter.com/MSilb7/status/1602854762550026241 Layer 2 - https://twitter.com/mhonkasalo/status/1602737363012157442 Phi - https://twitter.com/phi_xyz/status/1603330614429507584 MakerDAO - https://decrypt.co/117070/defis-central-bank-makerdao-relaunches-1-fixed-yield-dai-holders OFAC - https://twitter.com/sassal0x/status/1601021184367161345
1:02:40 Trump NFTs https://truthsocial.com/@realDonaldTrump/posts/109518512543023262 1:04:50 Celebrity Bored Ape Lawsuit https://www.hollywoodreporter.com/business/business-news/celebrity-promoters-sued-over-bored-ape-nft-endorsements-1235279115/ 1:10:28 Bankless Collectibles https://collectibles.bankless.com/
1:12:00 3AC Vaporized 1 Trillion https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html Burn it - https://twitter.com/TrustlessState/status/1603389490659147776 Copies - https://twitter.com/nic__carter/status/1602372083073392643
1:16:13 The Worst Bill Ever https://twitter.com/RyanSAdams/status/1603052999282147328 The Bill - https://www.warren.senate.gov/imo/media/doc/DAAML%20Act%20of%202022.pdf Chervinsky - https://twitter.com/jchervinsky/status/1603065495636398081
1:19:30 Raises BlockNative - https://www.coindesk.com/business/2022/12/15/web3-infrastructure-firm-blocknative-raises-15m-for-ethereum-block-building-market/ Aztec - https://medium.com/@aztecnetwork/dd5062ba949c
1:23:00 TAKES Proof of Reserves - https://twitter.com/RyanSAdams/status/1602430509379948544 DeFi Innovation - https://twitter.com/pythianism/status/1603080901503713281 UX - https://twitter.com/0xfoobar/status/1602890641926668291 New Dawn - https://twitter.com/TrustlessState/status/1603409968480264192
1:27:15 What David’s Bullish On 1:29:35 What Ryan’s Bullish On
1:31:50 MEME of the Week https://twitter.com/Cryptofung/status/1601341195778949120 https://twitter.com/CryptoUB/status/1603037274836434944
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Tap in for a special Bankless Episode -- the biggest moments in 2022 for Crypto. We're all ready for this year to be over, but not before we recap the best and the worst of what the industry had to offer.
It's a time for reflection. Let's absorb the lessons, so we can get off on the right foot in 2023.
------ OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis
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------ BANKLESS SPONSOR TOOLS:
️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
----- Topics Covered:
0:00 Intro 5:00 Top 5 Worst Moments Tornado Cash Ban https://home.treasury.gov/news/press-releases/jy0916 Terra Collapse https://www.coindesk.com/learn/the-fall-of-terra-a-timeline-of-the-meteoric-rise-and-crash-of-ust-and-luna/ 3AC Contagion https://twitter.com/zhusu/status/1536876343815983104?lang=en Ronin & Wormhole Hacks https://cointelegraph.com/news/wormhole-token-bridge-loses-321m-in-largest-hack-so-far-in-2022 FTX https://www.nytimes.com/2022/11/11/business/ftx-bankruptcy.html
21:00 Top 5 Best Moments Supporting Ukraine https://twitter.com/Ukraine/status/1497594592438497282 Layer 2 Transactions https://l2beat.com/scaling/activity Social Media NFTs https://www.coindesk.com/markets/2022/12/05/minting-of-reddit-avatar-tokens-climbed-to-record-high-over-weekend/ The Merge https://twitter.com/VitalikButerin/status/1570306185391378434
29:00 Top 5 Villains Richard Heart https://twitter.com/richardheartwin/status/1533892570996166662 Alex Mashinsky https://www.cnbc.com/2022/10/06/celsius-executives-withdrew-millions-before-freeze-on-customer-funds.html Su Zhu & Kyle Davies https://twitter.com/KyleLDavies/status/1522813352665403392 https://twitter.com/zhusu/status/1462216210116853762 Do Kwon https://twitter.com/stablekwon/status/1523733542492016640 SBF https://twitter.com/SBF_FTX/status/1591989554881658880
44:00 Top 5 Heroes Michael Saylor https://fortune.com/2022/07/02/microstrategys-bitcoin-holdings-take-a-record-3-4-billion-hit-the-company-says-its-playing-the-long-game/ Anthony Sassano https://www.youtube.com/@UCvCp6vKY5jDr87htKH6hgDA Cobie https://cobie.substack.com/ ZachXBT https://twitter.com/zachxbt?lang=en ETH Developers https://twitter.com/icebearhww/status/1431970802040127498 Parithosh Jayanthi https://twitter.com/parithosh_j Marius Van Der Wijden https://twitter.com/vdwijden Ben Edgington https://twitter.com/benjaminion_xyz Tim Beiko https://twitter.com/TimBeiko
54:10 Honorable Mentions Gary Gensler https://www.nytimes.com/2022/11/21/technology/gary-gensler-crypto-sec.html Budweiser https://twitter.com/budweiserusa/status/1507507766759411712 Pixelmon https://www.highsnobiety.com/p/pixelmon-nft-project-kevin-meme/ The Fed https://www.coindesk.com/consensus-magazine/2022/12/05/jerome-powell-most-influential-2022/ https://imgur.com/rcvd3Ex
1:00:50 The TOP Moment https://twitter.com/0x_Lucas/status/1526237799699169281
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-antonio
------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
------ Topics Covered
0:00 Intro 6:00 Antonio Garcia Martinez 9:25 AdGrok 14:00 Paying for the Internet 19:50 How Advertising Works 29:10 Facebook Culture 36:30 The Attention Squeeze 41:00 The Double-Edged Sword 48:20 Free Speech 58:00 Digital Identity 1:03:00 Owning Web3 Data 1:07:45 Web3 Today 1:16:20 Growth in Crypto 1:21:15 Antonio in 2022 1:24:45 The Web3 Ad Model 1:27:15 Closing
------ Resources:
Antonio García Martínez https://twitter.com/antoniogm
Spindl https://twitter.com/spindl_xyz
The right to never be forgotten https://www.thepullrequest.com/p/the-right-to-never-be-forgotten
Why Spindle(e)? https://blog.spindl.xyz/p/why-spindle?utm_source=profile&utm_medium=reader2
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
2nd Week of December 2022
------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis
------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
------ Topics Covered
0:00 Intro
5:43MARKET 5:50 BTC Price 6:10 ETH 6:25 ETH/BTC 7:45 Total Crypto Market Cap 8:10 Jim Cramer Urges Investors to Exit Crypto https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html 10:30 8% of Americans Have Positive View of Crypto https://www.cnbc.com/amp/2022/12/07/just-8percent-of-americans-have-a-positive-view-of-cryptocurrencies-now-cnbc-survey-finds.html 11:51 Record Discount https://twitter.com/tier10k/status/1600866841366519808 13:15 COIN at Lows https://imgur.com/VTPMqV0 15:00 Token Bible 16:15 The Stablecoin Bull Thesis 19:30 Last 30 Days $3.4B Moved Off Exchanges https://twitter.com/WClementeIII/status/1600225887986647040 20:23 Price & Dev Activity Cosmos https://twitter.com/tokenterminal/status/1600812061663330305 ETH https://twitter.com/tokenterminal/status/1600889990439133184
25:00 Coinbase vs. Apple Coinbase Wallet vs. Apple—bad apple https://twitter.com/CoinbaseWallet/status/1598354819735031809
31:55 Genesis Owes $900M to Gemini Customers https://www.theblock.co/post/191928/genesis-owes-900-million-to-gemini-customers-financial-times 32:50 Genesis Resolution May Take Weeks https://www.theblock.co/post/192946/genesis-says-plan-to-resolve-lending-units-woes-could-take-weeks
33:30 SBF Cont. 33:35 Nic Carter https://twitter.com/nic__carter/status/1600213106965086210 33:11 SBF & Maxine Waters WTF https://twitter.com/RepMaxineWaters/status/1598693811252875264 39:05 Meme https://twitter.com/owocki/status/1599877959975772160 39:30 Forensic Investigators are on the Case https://www.coindesk.com/business/2022/12/08/ftx-bankruptcy-managers-hire-forensic-investigators-alixpartners-wsj/ 40:09 Taylor Swift Denies SBF https://www.ft.com/content/2b0601e2-d371-404d-8531- 227f11d4a83f https://twitter.com/RyanSAdams/status/1600616288757358598 43:10 Kevin O’Leary Got Paid $15M to Shill https://twitter.com/GRDecter/status/1600858962555179010 44:55 Investigation into the SEC as to how they missed FTX https://twitter.com/AlexanderGrieve/status/1600492078852603916
48:00 ETH 48:05 Shanghai HF discussion in March https://www.coindesk.com/tech/2022/12/08/ethereum-developers-target-march-2023-for-release-of-staked-ether/
50:35 Long Tail Contagion 50:40 Orthogonal Trading and Maple Finance https://www.coindesk.com/markets/2022/12/05/crypto-markets-today-ftx-fallout-hits-maple-finance-bitcoin-declines/ https://www.theblock.co/post/192097/maple-finance-default-orthogonal-trading 53:15 Nexus Mutual Hit with $3M Exposure https://decrypt.co/116510/nexus-mutual-hit-with-3m-in-ethereum-exposure-to-orthogonal-trading-default
55:10 Gitcoin and Unicef! https://go.gitcoin.co/blog/gitcoin-unicef-qf-collaboration-pilot 56:35 Aztec @ 50k ETH Shielded https://twitter.com/aztecnetwork/status/1599882747660509184
59:12 NFTs 59:15 Toys R Us Launching Digital Collectibles https://twitter.com/ToysRUs/status/1598364984127414273 1:00:00 Reddit Collectibles Minting Hit ATH https://www.theblock.co/post/191984/reddit-digital-collectible-minting-hits-all-time-high 1:00:50 Cockpunch Trailer & Launch https://podcasts.apple.com/us/podcast/c%C3%B8ckpunch/id1657210471 https://opensea.io/collection/cockpunch 1:02:30 Bankless Collectibles https://collectibles.bankless.com/ 1:03:55 Tax Loss Harverstooooor https://nftlossharvestooor.com/
1:06:35 Policy 1:06:40 a16z Taps Former CFTC Commissioner to Run Washington Efforts https://twitter.com/CoinDesk/status/1600082693127020544 1:07:20 Nexo to Depart U.S. https://www.coindesk.com/policy/2022/12/05/nexo-to-depart-us-after-regulator-discussions-hit-dead-end/
1:09:25 ChatGPT https://twitter.com/AltcoinPsycho/status/1598742302050357248 https://twitter.com/GRDecter/status/1599804597090279424 https://pbs.twimg.com/media/FjY033HXwAAbj3E
1:16:25 Releases 1:16:27 New Ledger Just Dropped https://shop.ledger.com/pages/ledger-stax 1:18:20 PleasrDAO Auction House https://pleasr.house/
1:19:25 JOBS https://pallet.xyz/list/bankless/jobs
1:22:11 Questions from the Nation https://twitter.com/yogofubi/status/1600561157794062336 https://twitter.com/nextalphaa/status/1600583036176896029
1:29:30 TAKES 1:29:35 Enabling Halal Alt-L1s https://twitter.com/JimmyRagosa/status/1599712746374713344 1:33:44 Alfalfa Leak -Vitalik https://twitter.com/vitalikbuterin/status/1599780254616547331
1:34:40 What Are We Bullish On?
1:40:55 MEME of the Week https://twitter.com/WrongNebula/status/1598832120675213312
1:42:34 Closing & Disclosures
In this episode, David is joined by Co-Founder of Fuel Labs and Celestia, John Adler. Fuel is the fastest modular execution layer and Celestia is the first modular blockchain network.
John and David explore how modular blockchains are shaping the future of the space, what Fuel is, why it’s different than other L2s on Ethereum, why John believes Fuel is the leading L2, and so much more.
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
------ Topics Covered
0:00 Intro 3:56 John’s Background 5:30 Creating Optimistic Rollups 6:56 Fuel’s Design Choice 9:50 Defining a Rollup & Modular Execution Layers 18:00 More Modular L2s 18:53 Fuel Flexibility 20:36 Data Compression 21:24 Fuel VM 26:55 The Fastest 35:27 Reducing Waste & Speed 38:42 Fuel Origin & Roadmap 48:59 Fuel’s Growing Ecosystem 52:36 Where Are L2s Going? 1:00:50 Call to Action For Listeners ------ Resources:
John Adler https://twitter.com/jadler0
Fuel Labs https://twitter.com/fuellabs_
Celestia Labs https://twitter.com/CelestiaOrg
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.
Is this the endgame? This is the central theme of today's episode. Further, we dive into Itay's outlook on 2023 and beyond. This episode is also very chart heavy. What are the charts telling us?
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------ BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
----- Timestamps:
0:00 Intro 7:55 How Itay Got Here 8:50 Itay's Crypto Experience 10:20 Inputs on Terra/LUNA 12:42 Itay's Sentiment 14:00 History of the Macro Environment 17:42 Global Central Bank Policy Rate 22:30 U.S. Fed Balance Sheet 26:00 Everything That Broke 30:21 Nasdaq-100 Index & Fed Balance Sheet 33:00 Pandemic Support Programs 34:00 U.S. Personal Savings Rate 35:00 U.S. M2 36:40 Where Are We Now? 39:55 Inflation 42:25 Retail Sales & Non-Farm Payrolls 44:40 Housing 47:30 2023 54:37 The Last Dance? 1:04:00 Possible Outcomes 1:13:30 Demographics 1:18:00 Bull Market Mid-2023 1:19:00 The Dollar 1:22:40 Itay's Advice & Closing 1:25:40 Disclaimers
------ Resources:
Itay Vinik https://www.linkedin.com/in/itayvinik/
Equi https://www.equi.com/
Devil Take the Hindmost: A History of Financial Speculation https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-saagar-enjeti
Saagar Enjeti is the Co-Host of an American populist, anti-establishment political news and opinion series called, Breaking Points with Krystal Ball as his co-host. Launched in June 2021, Breaking Points has 850k Subscribers, with some videos getting millions of views—making Breaking Points a leading source of political news.
In today’s episode, Saagar shares the origin story of Breaking Points and his hot takes on social media, Elon, Twitter, de-platforming, 2024 political predictions, civil war, inflation, FTX, and how crypto can repair itself.
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------ BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod
------ Timestamps:
0:00 Intro 6:19 Advice Talking to Politicians 15:29 Breaking Points Origin 23:45 Authenticity 27:42 Dealing With Trolls 33:04 Prevent Being Captured 37:00 Meta Breaking Points 40:38 Saagar’s Take on Social Media 47:28 Elon & Twitter 53:22 Deplatforming 58:06 Canada Protests 1:03:15 Lessons From Breaking Points 1:09:27 Old vs. New Media 1:12:15 2024 Political Predictions 1:15:23 Probability of a Civil War 1:16:43 Inflation 1:19:42 FTX 1:23:11 Breaking Points Community 1:23:50 How Crypto Can Repair 1:25:55 Closing
------ Resources:
Saagar Enjeti https://twitter.com/esaagar
Breaking Points https://www.youtube.com/c/breakingpoints
The Realignment https://podcasts.apple.com/us/podcast/the-realignment/id1474687988
Read Snowball https://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619
----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures
1st Week of December 2022
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
5:00 MARKETS
7:15 Bottom Signals
BTC Miners - https://twitter.com/JMellerud/status/1597982600026812417
BTC Selling - https://twitter.com/WClementeIII/status/1597335293669281794
10:04 DCG is Fine
https://twitter.com/twobitidiot/status/1598020947558424577
11:30 Everything Has Broken
https://twitter.com/PhilJBonello/status/1598030847197999104
14:50 Layer 2 Fundamentals
Gas - https://twitter.com/mhonkasalo/status/1595184793687392258
Arbitrum - https://twitter.com/alpha_pls/status/1596555331022327808
Hop - https://twitter.com/HopProtocol/status/1598135808841904129
GMX - https://twitter.com/Delphi_Digital/status/1597638205469523969
17:40 Multicoin
https://twitter.com/TrustlessState/status/1589661220168425473
25:00 SBF Interviews
Puff Piece - https://twitter.com/iamDCinvestor/status/1598101062623584257
Dealbook - https://twitter.com/The_Real_Fly/status/1598094222829457409
Sorry - https://twitter.com/greg_price11/status/1598076288371417090
Lawyers - https://twitter.com/AutismCapital/status/1598081996659445761
38:00 Good Morning America - https://twitter.com/ColdBloodShill/status/1598304365239943168
44:55 Reactions
Bill Ackman - https://twitter.com/BillAckman/status/1598086237969338368
Novo - https://twitter.com/SquawkCNBC/status/1598306172792078337
Nic Carter - https://twitter.com/nic__carter/status/1598325930476331008
Balaji - https://twitter.com/balajis/status/1598269526189088771
Bloomberg - https://twitter.com/business/status/1597994892894117888
48:52 BlockFi Chapter 11
https://www.businesswire.com/news/home/20221128005451/en/
Explainer - https://twitter.com/ayko2718/status/1597432454070956032
55:10 MetaMask Privacy Policy
https://thedefiant.io/consensys-metamask-privacy-policy
Lubin Statement - https://twitter.com/ethereumjoseph/status/1596198718339948552
57:30 This is the Meta
https://twitter.com/danfinlay/status/1596205416089718790
1:01:10 Bankless Acquires Earnifi
https://newsletter.banklesshq.com/publish/post/84722084
1:07:00 Ethereum Infrastructure
Casa - https://twitter.com/CasaHODL/status/1597954403994021888
Phantom Wallet - https://twitter.com/phantom/status/1597597365774749697
Trader Joe - https://twitter.com/traderjoe_xyz/status/1598331093559681025
1:09:25 Ethereum Censorship
https://twitter.com/hasufl/status/1598197501064249344
1:11:00 Aave Pausing Markets
https://app.aave.com/governance/proposal/?proposalId=121
1:12:00 Bankless Collectibles
https://market.bankless.com/
1:13:15 Cockpunch
https://twitter.com/cockpunch/status/1597691791842893824
1:13:45 OpenSea Royalties
https://www.theblock.co/post/190900/opensea-nft-creators-earned-1-billion-royalties
1:14:40 Telegram Wallets
https://twitter.com/ton_blockchain/status/1585675010970107905
1:16:18 Fidelity Trading Accounts
https://www.kitco.com/news/2022-11-29/Fidelity-Crypto-is-a-go-4-5-trillion-firm-launches-retail-crypto-trading.html
1:17:24 Proof of Reserves
https://twitter.com/binance/status/1596115656059109377
1:18:28 Binance Recovery Fund
https://decrypt.co/115485/binance-eyes-1-billion-raise-crypto-recovery-fund-could-buy-ftx-assets
1:19:10 Kraken Layoffs
https://twitter.com/BradyDale/status/1597990850096926720
1:19:38 Uniswap NFT Aggregator
https://twitter.com/Uniswap/status/1597953698449494022
1:20:40 Stripe Onramp
https://twitter.com/stripe/status/1598361957836279809
1:21:13 Ledger Debit Card
https://blockworks.co/news/ledger-rolls-out-crypto-life-debit-card-across-uk-and-europe
1:21:48 Jobs
https://pallet.xyz/list/bankless/jobs
1:24:00 Questions from the Nation
https://twitter.com/TIME3dash/status/1598350634058600455
1:26:05 Spotify Wrapped
https://twitter.com/banklesshq/status/1598066954878980096
1:27:20 The Bankless GOAT
https://twitter.com/thefakeshippy/status/1598064038243880961
1:28:40 Bear Market Opportunities
https://twitter.com/Zeneca_33/status/1596218000205844481
1:29:42 Governance Rights
https://twitter.com/VitalikButerin/status/1597570120456769536
1:32:00 Ashes to Ashes
https://twitter.com/pythianism/status/1598059988290654208
1:32:50 What David’s Bullish On
1:35:00 What Ryan’s Bullish On
1:37:40 MEME of the Week
https://twitter.com/amasad/status/1595879076136333312
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
We brought on our first United States senator, Sen. Toomey. He's a senator from Pennsylvania, a ranking member of the Senate Banking, Housing, and Urban Affairs committees. He's also crypto-friendly.
Hear how Capitol Hill is digesting the FTX collapse, what America's crypto competition looks like currently, and what it might look like if we still have no regulatory clarity. And finally, what you can do to impact our government's view on crypto.
Infura | Join the New Decentralized Infrastructure Network
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BANKLESS SPONSOR TOOLS:
️ ⚖️ ARBITRUM | SCALING ETHEREUM
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👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 The Big Picture
3:40 America's Competitors
6:10 The FTX Collapse
8:50 Crypto Sentiment in Congress
13:00 We Want Reasonable Regulation
16:53 Lack of Clarity
22:15 Fallout from Contagion
24:25 Hope for Solutions
27:48 Preventing Sloppy Legislation
31:06 Cautious Optimism
Resources:
Sen. Pat Toomey
https://twitter.com/SenToomey
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
It's day 20 and SBF still isn't in jail. What gives? Ryan and David give their thoughts on why that may be and how this all might play out.
Also, stay tuned toward the end of the show for a special guest appearance from our boots-on-the-ground Bahamas correspondent to give their take from the belly of the beast.
Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
5:44 SBF to Prison?
https://fortune.com/crypto/2022/11/13/could-sam-bankman-fried-go-to-prison-for-the-ftx-disaster/
9:00 Criminal Misconduct
https://twitter.com/RBPFPolice/status/1591864528291221504
10:25 1M Creditors
https://www.cnbc.com/2022/11/15/ftx-says-could-have-over-1-million-creditors-in-new-bankruptcy-filing.html
14:21 Alameda Backend
https://www.cnbc.com/2022/11/13/sam-bankman-frieds-alameda-quietly-used-ftx-customer-funds-without-raising-alarm-bells-say-sources.html
16:30 SBF Backdoor
https://www.reuters.com/markets/currencies/exclusive-least-1-billion-client-funds-missing-failed-crypto-firm-ftx-sources-2022-11-12/
17:28 Buying Properties
https://www.reuters.com/technology/exclusive-bankman-frieds-ftx-parents-bought-bahamas-property-worth-121-mln-2022-11-22/
18:35 $1B Personal Loan
https://www.bloomberg.com/news/articles/2022-11-17/ftx-s-bankman-fried-received-1-billion-loan-from-alameda
19:08 Cashing Out $300M
https://www.coindesk.com/business/2022/11/18/sam-bankman-fried-cashed-out-300m-in-previous-funding-round-wsj/
21:40 NYT Puff Piece
https://twitter.com/nytimes/status/1592296341346320384
https://twitter.com/TrungTPhan/status/1592349684471037955
24:15 Liz Hoffman of WSJ
https://twitter.com/lizrhoffman/status/1595184595409969153
25:30 Alameda CEO
https://twitter.com/Forbes/status/1593615727512227840
26:14 Pandemic Prevention
https://www.washingtonpost.com/health/2022/11/16/sam-bankman-fried-ftx-pandemic-prevention/
27:42 NYT Conference
https://www.news.com.au/finance/money/investing/sam-bankmanfried-to-appear-at-new-york-times-conference-despite-ftx-bankruptcy/news-story/2e02d2fd6e584cc5b3148d0f6ba14a2f
https://twitter.com/andrewrsorkin/status/1595517635441090565
https://twitter.com/WSBChairman/status/1595512773177446412
https://twitter.com/MattWalshInBos/status/1596130827733188608
https://twitter.com/elonmusk/status/1595591868275826688
33:50 Grants to Media
https://twitter.com/teddyschleifer/status/1591191408589017088
https://www.coinage.media/
https://www.youtube.com/watch?v=5g9ycHS0xtU
https://techcrunch.com/2022/07/27/ftx-ceo-leads-trustless-medias-seed-round-to-help-build-community-owned-web3-shows/
41:00 Balaji Thread
https://twitter.com/balajis/status/1592661466012061696
50:45 Political Donations
https://freebeacon.com/biden-administration/beleaguered-crypto-billionaire-was-hobnobbing-at-white-house-just-six-months-ago/
https://www.livemint.com/market/cryptocurrency/sam-bankman-fried-ftx-team-among-top-political-donors-before-bankruptcy-11669031663161.html
https://twitter.com/dankeeler/status/1519780887893790724
https://www.bloomberg.com/news/articles/2022-11-25/ftx-mcconnell-bankman-fried-super-pac-donation
https://www.nytimes.com/2022/11/22/business/ftx-sam-bankman-fried-influence.html
51:47 Returning Money
https://www.texastribune.org/2022/11/29/beto-orourke-sam-bankman-fried-ftx/
52:40 ON THE GROUND BAHAMAS CORRESPONDENT
55:25 Psychology Autopsy
https://www.nytimes.com/2022/11/15/technology/ftx-sam-bankman-fried-psychiatrist.html
1:05:45 Why Isn't Sam Bankman-Fried in Jail?
1:14:30 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-tim-ferriss
Tim Ferriss is a 5-time NYT best-selling author, an award-winning podcaster with over 900 million downloads, and a prolific angel investor. After nearly a year of work, he has finally begun to start talking about his secretive NFT drop.
What’s it about? Why’s he spending this next chapter of his life on NFTs? What alpha did he decide to drop on Bankless?
Also, Tim—like some of us, unfortunately—had money in FTX. We ask him about that and his advice for dealing with these tumultuous times.
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
7:20 Tim a Crypto Guy?
18:00 Tim’s Crypto Trepidations
26:32 What’s in Tim’s Control?
30:20 NFTs & Creative Expression
36:13 Evaluating NFTs
42:30 Tim’s Team
47:10 Tim’s NFT Origins
51:40 Why Tim’s Excited & World Building
1:03:13 Cockpunch
1:22:03 Cockpunch Utility
1:24:40 Supporting Science
1:30:26 Cockpunch Mint Details
1:41:43 Strategizing Cockpunch Community
1:49:46 Storytelling via a New Medium
1:53:00 Next Steps
1:54:10 Tim’s Advice on FTX
Closing & Disclaimers
Resources:
Trickster makes this world
https://www.goodreads.com/en/book/show/56450.Trickster_Makes_This_World
Tim Ferriss
https://twitter.com/tferriss
Cockpunch
www.cockpunch.com
Saisei Foundation
https://saiseifoundation.org/
Fear Setting
https://tim.blog/2017/05/15/fear-setting/
The TAO of Seneca
https://tim.blog/2017/07/06/tao-of-seneca/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Thanksgiving 2022
📣 Infura | Join the New Decentralized Infrastructure Network
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
0:00 Intro
4:45 MARKETS
8:30 Down From ATH
https://messari.io/screener
12:55 Calling the Bottom
Cobie - https://twitter.com/cobie/status/1594635144207699969
14:10 Going Bankless
https://www.coingecko.com/research/publications/exchange-withdrawal-ftx-collapse
15:10 Uniswap Polygon ATH
https://twitter.com/sandeepnailwal/status/1594147481709080576
16:15 Profitable Ethereum
https://twitter.com/tokenterminal/status/1594818145402978304
20:20 Black Friday
https://newsletter.banklesshq.com/p/0d234f3f-792b-4d65-ab51-2841b16bbb14
25:00 Will Genesis Fail?
Barry’s Tweet - https://twitter.com/BarrySilbert/status/1408191462324441092
7 Million - https://twitter.com/GenesisTrading/status/1590391027214725120
FTX Exposure - https://twitter.com/GenesisTrading/status/1590836594382032896
Genesis Loan - https://twitter.com/AP_ArchPublic/status/1594386225200234496
Timeline - https://twitter.com/CryptoCred/status/1594818326282534912
Emergency - https://twitter.com/fintechfrank/status/1594820487582023680
Letter - https://twitter.com/tier10k/status/1595140018871631873
Summary - https://twitter.com/TradFiWhale/status/1595235835431075842
34:25 Genesis Summary
https://twitter.com/TradFiWhale/status/1595235835431075842
41:05 Gemini Earn Update
https://decrypt.co/115270/gemini-still-working-genesis-digital-currency-group-unlock-user-withdrawals
42:05 SEC Role
https://twitter.com/mikebelshe/status/1594368875482607617
45:45 Grayscale Revenue
https://twitter.com/fintechfrank/status/1595205526127771648
49:20 FTX Update
SBF Letter - https://twitter.com/lizrhoffman/status/1595183732989779970
Contagion - https://research-assets.cbinsights.com/2022/11/17113850/FTX-Infographic-1117_2022-1.png
54:00 FTX Hacker
On The Move - https://www.coindesk.com/tech/2022/11/20/ftx-exploiter-converts-millions-in-ether-to-alameda-linked-ren-bitcoin-tokens/
RenBTC - https://twitter.com/lawmaster/status/1594730133591662598
58:40 SEC Scrutiny
https://www.theblock.co/post/189351/sec-facing-rising-scrutiny-after-ftxs-epic-implosion
1:00:00 Mango Attack
Statement - https://twitter.com/avi_eisen/status/1581326197241180160
Returned - https://twitter.com/mangomarkets/status/1581351549644591104
Aave - https://twitter.com/AaveAave/status/1595168980993556480
Curve Stable - https://twitter.com/0xAlunara/status/1595056270683377664
Gauntlet - https://twitter.com/gauntletnetwork/status/1595174743891709953
1:09:30 Staking Withdrawals
https://twitter.com/vdWijden/status/1595386746786779137
1:10:45 Flashbots
Open Source - https://twitter.com/bertcmiller/status/1593668480951373827
Censorship - https://twitter.com/VitalikButerin/status/1595198944623165448
1:13:15 Polygon x Magic Eden
https://twitter.com/0xpolygon/status/1595056828538564609
1:13:40 rETH in Maker
https://twitter.com/MakerDAO/status/1594700128920682503
1:14:10 Arbitrum Decentralization
https://twitter.com/bkiepuszewski/status/1594754717330309120
1:15:15 Bankless Collectible
https://twitter.com/BanklessHQ/status/1595104542428839936
1:16:55 Alexey Prison
https://www.theblock.co/post/189086/tornado-cash-developer-alexey-pertsev-to-be-detained-another-three-months-in-amsterdam
1:18:45 JPMorgan Trademark
https://twitter.com/Blockworks_/status/1594676000000212992
1:19:20 OP Coinbase Withdrawals
https://twitter.com/MSilb7/status/1595384920322482184
1:19:48 New York BTC
https://www.cnbc.com/2022/11/23/new-york-governor-signs-law-cracking-down-on-bitcoin-mining.html
1:21:00 Across
https://twitter.com/AcrossProtocol/status/1595466083913199616
1:21:20 Jobs
https://pallet.xyz/list/bankless/jobs
1:24:00 Talking to Family
https://newsletter.banklesshq.com/p/fcaac3a4-5905-47ab-a580-1af82f1255af
TAKES
1:31:45 Genesis Chapter 11
https://twitter.com/RyanSAdams/status/1594820199806631936
1:33:10 8 Year Winter
https://twitter.com/CryptoHayes/status/1594996079015116806
1:33:50 Bull Ponzi
https://twitter.com/TrustlessState/status/1595170691917041664
1:35:50 What David’s Thankful For
1:37:45 What Ryan’s Thankful For
1:41:50 MEME of the Week
https://twitter.com/TheFutureisDAO1/status/1594680888767422465
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Is Genesis the next domino to fall in the 2022 Contagion? As one of the biggest lending desks in the industry, what does it mean for Genesis to be in danger?
In this episode, we dive into David's conspiracy theories about unravelling ponzi schemes and the death of the bull market. Has David figured it all out?
Infura | Join the New Decentralized Infrastructure Network
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BANKLESS SPONSOR TOOLS:
️ ⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
0:00 Intro
4:30 Barry Silbert in 2021
7:00 The Pyramid
11:30 Who Made the Money?
16:15 The Yield Game
23:00 The Players
27:00 Arbitrage
35:45 Deploying
41:00 The Macro Picture
45:00 Terra Luna Crater
48:30 The Blow-off Top
54:00 The GBTC ETF
58:00 3AC Liquidated
1:02:00 Saviors FTX and Genesis
1:05:30 FTX Threatened
1:09:50 Greyscale vs SEC
1:13:00 SBF Crumbles
1:20:00 SEC's Role
1:25:20 The Genesis Domino
1:32:00 Is this it?
1:36:00 2021 Was a Scam
1:40:00 Hitting the Reset Button
1:44:00 Comparing Bear Markets
1:47:00 Looking Forward
Resources:
Barry Silbert Tweet
https://twitter.com/BarrySilbert/status/1408191462324441092
Bull Market Pyramid
https://docs.google.com/drawings/d/1BoRcwjJx3yp1UG9G2eFMNEzKDG4ufThLI1_JR1wk2y4/edit?usp=sharing
Who Made the Money?
https://twitter.com/TrustlessState/status/1590483734650056706
https://twitter.com/bmcmillan888/status/1590516943211368449
GBTC
https://www.sec.gov/Archives/edgar/data/1588489/000110465921000026/tm2039668d1_sc13ga.htm
https://miro.medium.com/max/4800/1*Axga-kkSolJ1eG0VfdRE_A.webp
Investing into AVAX
https://www.theblock.co/post/117895/polychain-three-arrows-capital-lead-230-million-avalanche
Solunavax
https://twitter.com/zhusu/status/1471807725742931969
Inflation
https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-leonard
How is money created? Why? Whose job is it? We often discuss the Federal Reserve, and in this episode, we’re doing a deep dive into what the Fed is—its origins, its purpose, and ultimately, its concerning behavior.
What do we do about this institution? Something has to change, but what is the path forward?
Joining us to answer these questions is Christopher Leonard, investigative journalist and author of The Lords of Easy Money.
📣 Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
5:30 Should We Be Worried?
8:35 This is Insane
15:30 Origins of the Fed
23:50 A Young Fed
30:40 From Gold to Fiat
35:50 A Tool of the State
43:25 Incentives and Structure
47:25 Against Ben Bernanke
55:20 Institutional Pressure
59:30 Jay Powell
1:05:20 Banking Pressure
1:12:30 Political Actors
1:16:30 The Terminal Point
1:20:40 What Comes Next?
1:24:00 What to do about the Fed
1:29:15 The Legacy of the Fed
Resources:
Christopher Leonard
https://twitter.com/CLeonardNews?s=20&t=2hDVEsJqii7nFVkuwxDPvQ
The Lords of Easy Money
http://www.christopherleonard.biz/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
In this episode, David is joined by John Light of Sovryn and Eric Wall, who moonlights David on the Bitcoin technical details throughout the interview.
The three go over the bull case for ZK-Rollups on Bitcoin. It’s undoubtedly the frontier.
📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Topics Covered
0:00 Intro
5:10 John’s Background
8:24 How zkBTC Works?
11:00 Eric’s Interest
15:43 A Better Lightning Network?
21:33 Rollups on ETH vs. Lightning Network
25:50 Rollup Potential
29:24 Optimism
32:15 Expressivity
43:53 Limitless Bitcoin Applications
46:29 Layer 3 Protocols
50:25 What Needs to Happen
52:05 Forks & Flippening Effects
58:00 Proof Systems & Recursive Covenants
1:09:40 Next Steps
1:12:00 Research
1:14:12 Eric’s Thoughts on Bitcoin
1:16:50 Closing & Disclaimers
Resources:
John Light
https://twitter.com/lightcoin
Eric Wall
https://twitter.com/ercwl
Validity Rollups on Bitcoin
https://bitcoinrollups.org/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
3rd Week of November, 2022
📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program
www.bankless.cc/infura
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
Bankless Sponsor Tools:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Topics Covered
0:00 Intro
3:30 MARKETS
5:30 Bitcoin Miners
https://twitter.com/caprioleio/status/1591024605640019968
7:30 Burniske Calls Bottom
https://newsletter.banklesshq.com/p/5-reasons-this-could-be-the-crypto
13:30 CeFi Ded
https://twitter.com/haydenzadams/status/1592188164218707969
16:00 SBF
https://twitter.com/SBF_FTX/status/1593014949487730688
23:20 Vox Interview
https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy
27:45 Summary Thread
https://twitter.com/GRDecter/status/1593272102047580161
31:05 Alameda Mentality
https://twitter.com/PetrifyTCG/status/1591802968940199936
32:40 Company Slack
https://twitter.com/AutismCapital/status/1592563378408796165
34:40 New FTX CEO
https://twitter.com/kadhim/status/1593222595390107649
36:30 It’s Bad
https://twitter.com/Dogetoshi/status/1593233836867194880
CONTAGION
38:20 Genesis
https://twitter.com/genesistrading/status/1590836594382032896
39:00 Fallout
https://twitter.com/DylanLeClair_/status/1592960066293927937
42:20 BlockFi
https://twitter.com/BlockFi/status/1590875997351866368
43:30 FTX Bailout
https://twitter.com/autismcapital/status/1591569275642589184
44:20 Other Fallout
Galois - https://twitter.com/autismcapital/status/1591302842639593473
Multicoin - https://twitter.com/TheBlock__/status/1592169646568144897
Circle Yield - https://blockworks.co/news/gemini-circle-genesis-exposure/
45:45 Lazy DD
https://twitter.com/fintechfrank/status/1591656860276457472
LEGAL
47:10 Committee Hearing
https://twitter.com/WatcherGuru/status/1592901815481249792
47:50 Lawsuit
https://www.reuters.com/legal/ftx-founder-bankman-fried-sued-us-court-over-yield-bearing-crypto-accounts-2022-11-16/
REACTIONS
48:44 Proof of Reserves
https://decrypt.co/114482/binance-be-guinea-pig-vitalik-buterins-proof-reserves-protocol-cz
50:30 Mainstream Reporting
SBF Donator - https://twitter.com/ryaneshea/status/1592403915718656000
Blaming CZ - https://twitter.com/ColdBloodShill/status/1591850165446791168
COVID - https://twitter.com/Crypto_McKenna/status/1593190965917126657
55:30 Twitter Coverage
https://twitter.com/brian_armstrong/status/1592689928038912000
Hsaka - https://twitter.com/HsakaTrades/status/1592947452478656512
57:50 3AC Redemption Arc
Kyle - https://twitter.com/KyleLDavies/status/1591704172600397824
Su - https://twitter.com/zhusu/status/1590189369834758144
Bali - https://twitter.com/SquawkCNBC/status/1592880370344919042
1:02:00 StarkNet Token
https://medium.com/starkware/starknet-token-is-deployed-on-ethereum-f27f0000b00c
1:03:15 USDC Apple Pay
https://thedefiant.io/usdc-apple-pay
1:03:38 Solana Deprioritized
https://www.theblock.co/post/187970/binance-halts-solana-usdc-usdt-deposits
1:04:25 NFTs
Yuga Beeple - https://www.theblock.co/post/187970/binance-halts-solana-usdc-usdt-deposits
Nike - https://www.coindesk.com/web3/2022/11/14/nike-sprints-into-web3-with-new-swoosh-platform/
Sony - https://www.ign.com/articles/sony-patent-for-nft-and-blockchain-technology-uncovered
1:05:55 Bankless Podcast Collectibles
https://collectibles.bankless.com/
1:09:30 Cosmos ATOM 2.0
https://blockworks.co/news/no-with-veto-cosmos-community-rejects-atom-2-0-white-paper
1:10:06 CBDC Trial
https://thedefiant.io/as-skeptics-dance-on-cryptos-grave-the-fed-and-big-banks-launch-digital-ledger-project
1:10:30 Releases
DeFiLlama - https://defillama.com/aggregator
Permissionless - https://newsletter.banklesshq.com/p/discount-to-permissionless-2022
1:13:00 Matter Labs
https://thedefiant.io/layer-2s-defy-market-angst-as-matter-labs-raises-200m
1:13:37 CZ Investing
https://twitter.com/cz_binance/status/1592894516457279488
1:14:00 Jobs
https://pallet.xyz/list/bankless/jobs
TAKES
1:16:00 The Only Path
https://twitter.com/jchervinsky/status/1591236973347627010
1:17:30 Stay Vigilant
https://twitter.com/ErikVoorhees/status/1591151576680652800
1:18:50 Free Wizards
https://twitter.com/cburniske/status/1591183041837559808
1:20:05 What David’s Bullish On
https://imgur.com/v8C9UnF
1:25:00 What Ryan’s Bullish On
1:26:50 MEME of the Week
https://twitter.com/sassal0x/status/1590865451420389376
Moment of Zen
https://twitter.com/songadaymann/status/1592963492713492481
———
Not financial advice. Do your own research.
https://www.bankless.com/disclosures
In order to rebuild we must first learn or relearn (for some of us) the painful lessons of crypto’s past. It’s going to take more than beating the, “not your keys, not your crypto” drum.
Jesse Powell, Co-Founder of Kraken Exchange joins us to demonstrate how we can come together as a community to rebuild the open and inspiring crypto industry of our dreams.
📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program
www.bankless.cc/infura
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Topics Covered
0:00 Intro
4:38 Jesse’s Crypto Background
7:34 Relearning Painful Lessons
11:48 How Did We Get Here?
20:09 Things We Have Control Over
31:21 Striking the Right Balance
36:35 Proof of Reserves
43:55 Rebuilding
48:39 Zooming Out
50:35 Closing & Disclaimers
Resources:
Jesse Powell
https://twitter.com/jespow
Proof of Reserves
https://www.kraken.com/proof-of-reserves
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Where were the adults? How did SBF manage to get away with so much (thus far)? We brought on Castle Island's Matt Walsh to explain.
We're pissed. How are you feeling?
Matt gives us a breath of fresh air as he outlines the timeline of the rest of the contagion, how long the healing process will take, what happens next, and how we rebuild this industry we've all come to know and love.
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:52 We're Pissed
9:52 Alameda Leveraged Data
13:34 Why Did We Accept This?
15:19 Regulators & Regulation?
21:55 Where Did the Money Come From?
24:42 The Human Destruction
26:35 Who Can You Trust?
30:51 What Will Regulators Do?
35:35 Will the Contagion Continue?
38:42 BlockFi
40:44 What Caused This?
45:10 Ego
47:50 What Should We Do Going Forward?
56:26 Who & Where Are the Adults?
58:33 How Long to Heal?
1:02:05 Is the Worst Behind Us?
1:03:55 Closing & Disclaimers
Resources:
Matt Walsh
https://twitter.com/MattWalshInBos
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Where were the adults? How did SBF manage to get away with so much (thus far)? We brought on Castle Island's Matt Walsh to explain.
We're pissed. How are you feeling?
Matt gives us a breath of fresh air as he outlines the timeline of the rest of the contagion, how long the healing process will take, what happens next, and how we rebuild this industry we've all come to know and love.
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:52 We're Pissed
9:52 Alameda Leveraged Data
13:34 Why Did We Accept This?
15:19 Regulators & Regulation?
21:55 Where Did the Money Come From?
24:42 The Human Destruction
26:35 Who Can You Trust?
30:51 What Will Regulators Do?
35:35 Will the Contagion Continue?
38:42 BlockFi
40:44 What Caused This?
45:10 Ego
47:50 What Should We Do Going Forward?
56:26 Who & Where Are the Adults?
58:33 How Long to Heal?
1:02:05 Is the Worst Behind Us?
1:03:55 Closing & Disclaimers
Resources:
Matt Walsh
https://twitter.com/MattWalshInBos
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
This is the craziest moment we’ve experienced in crypto. So many things to unpack. But the biggest question remains… where do we go from here?
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
6:30 One Week Later
13:00 Changing Perspective
17:25 Shaking Faith
21:20 Losing Funds
22:25 Sponsorships
27:30 Cronies
30:15 Regulators
34:30 The Content Treadmill
37:30 Richard Heart
39:45 Community Vibes
44:30 Staying Optimistic
50:25 Reflections
Resources:
Sam’s Weird Twitter Behavior
https://twitter.com/SBF_FTX/status/1592275869825134593
Sam’s Penthouse
https://www.99.co/singapore/insider/cryptocurrency-ftx-ceo-sam-bankman-fried-sbf-bahamas-penthouse-sale-usd40m/
FTX Corporate Structure
https://twitter.com/Leishman/status/1591800851236282368
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
This is the craziest moment we’ve experienced in crypto. So many things to unpack. But the biggest question remains… where do we go from here?
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
6:30 One Week Later
13:00 Changing Perspective
17:25 Shaking Faith
21:20 Losing Funds
22:25 Sponsorships
27:30 Cronies
30:15 Regulators
34:30 The Content Treadmill
37:30 Richard Heart
39:45 Community Vibes
44:30 Staying Optimistic
50:25 Reflections
Resources:
Sam’s Weird Twitter Behavior
https://twitter.com/SBF_FTX/status/1592275869825134593
Sam’s Penthouse
https://www.99.co/singapore/insider/cryptocurrency-ftx-ceo-sam-bankman-fried-sbf-bahamas-penthouse-sale-usd40m/
FTX Corporate Structure
https://twitter.com/Leishman/status/1591800851236282368
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-molly-white
After many episodes, we finally brought on a crypto skeptic, Molly White! We brought Molly on to take us out of our crypto bubble, to challenge our assumptions, and to steelman the anti-crypto argument.
Molly White is an engineer, public goods contributor, and an extremely articulate crypto critic. She also runs the web3 skeptic website: https://web3isgoinggreat.com/
In today’s episode, Molly gives us her central claim on why web3 isn’t actually going so great, why she thinks tokens make everything worse, and why—despite acknowledging some of the good—Molly believes crypto is a net negative to the world…and probably will be in the near future.
P.S. Keep in mind, this episode was recorded on October 7, 2022 — way before any of the FTX meltdown occurred this past week.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
7:35 How Great is Web3 Really Going?
8:10 Headline Selection & Website Goals
12:50 Molly is Anti-Crypto
13:36 Crypto’s Promises
15:36 Are We Early?
17:35 Crypto’s Successes
20:23 Crypto’s Biggest Failures
21:50 Banks
26:22 Education Problem
28:10 The Future of Crypto
33:34 What’s Wrong with the Internet?
35:27 The Money Side of Crypto
37:38 Web2 to Web3
42:23 Starry-Eyed Optimism
54:04 Public Goods
1:02:00 Hyperfinancialization
1:05:55 Show Me Fix It
1:08:34 Environmental Impact
1:13:31 Crypto Idealists
1:16:52 Surveillance & Changing Business Models
1:20:40 Wikipedia
1:25:17 Decentralization
1:26:23 Advice For Crypto People
1:27:44 Closing, Resources, & Disclaimers
Resources:
Molly White
https://twitter.com/molly0xFFF
web3 is going just great
https://twitter.com/web3isgreat
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-molly-white
After many episodes, we finally brought on a crypto skeptic, Molly White! We brought Molly on to take us out of our crypto bubble, to challenge our assumptions, and to steelman the anti-crypto argument.
Molly White is an engineer, public goods contributor, and an extremely articulate crypto critic. She also runs the web3 skeptic website: https://web3isgoinggreat.com/
In today’s episode, Molly gives us her central claim on why web3 isn’t actually going so great, why she thinks tokens make everything worse, and why—despite acknowledging some of the good—Molly believes crypto is a net negative to the world…and probably will be in the near future.
P.S. Keep in mind, this episode was recorded on October 7, 2022 — way before any of the FTX meltdown occurred this past week.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
7:35 How Great is Web3 Really Going?
8:10 Headline Selection & Website Goals
12:50 Molly is Anti-Crypto
13:36 Crypto’s Promises
15:36 Are We Early?
17:35 Crypto’s Successes
20:23 Crypto’s Biggest Failures
21:50 Banks
26:22 Education Problem
28:10 The Future of Crypto
33:34 What’s Wrong with the Internet?
35:27 The Money Side of Crypto
37:38 Web2 to Web3
42:23 Starry-Eyed Optimism
54:04 Public Goods
1:02:00 Hyperfinancialization
1:05:55 Show Me Fix It
1:08:34 Environmental Impact
1:13:31 Crypto Idealists
1:16:52 Surveillance & Changing Business Models
1:20:40 Wikipedia
1:25:17 Decentralization
1:26:23 Advice For Crypto People
1:27:44 Closing, Resources, & Disclaimers
Resources:
Molly White
https://twitter.com/molly0xFFF
web3 is going just great
https://twitter.com/web3isgreat
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
2nd Week of November
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:29 BTC Price
5:50 ETH Price
6:10 ETH/BTC
6:33 Total Crypto Market Cap
7:43 ECONOMY
7:50 Inflation drops to 7.7% from 8.2% in September
https://twitter.com/WatcherGuru/status/1590698393260609536
8:15 CPI Chart
https://www.nytimes.com/live/2022/11/10/business/inflation-cpi-report
10:08 U.S. Election
12:10 Layoff SZN
14:20 UltraSoundMoney - 5000 ETH Burnt
https://ultrasound.money/
21:58 Surreal week….
https://twitter.com/RyanSAdams/status/1590474030263730176
https://twitter.com/SBF_FTX/status/1590709200665333762
https://unusualwhales.com/news/ftx-faces-liquidity-shortfall-of-up-to-8-billion-sam-bankman-fried-told-investors
https://www.wsj.com/articles/ftx-tapped-into-customer-accounts-to-fund-risky-bets-setting-up-its-downfall-11668093732
https://www.coindesk.com/business/2022/11/09/sam-bankman-fried-no-longer-a-billionaire-after-146b-overnight-wipe-out/
39:30 Tether freezes FTX USDT
https://twitter.com/Pentosh1/status/1590711432378621952
40:18 Gensler and the SEC
https://twitter.com/colinwilhelm/status/1590694062490734593
41:00 Captain hindsight
https://twitter.com/collins_belton/status/1590686389511028737
42:25 Tom Emmer
https://twitter.com/RepTomEmmer/status/1590717374801809409
44:25 Brian Armstrong take & ratio’ing sen warren
https://twitter.com/brian_armstrong/status/1590511022104010753
45:45 Dogetoshi
https://twitter.com/Dogetoshi/status/1590736426068766721
46:20 Larry
https://twitter.com/lawmaster/status/1590750976298090496
47:00 Employee chatter
https://twitter.com/tackettzane/status/1590541872212357120
52:20 THIS KEEPS HAPPENING
https://twitter.com/RichardHeartWin/status/1590689840068448257
1:04:36 ETH
1:04:40 New Ethereum Roadmap
https://twitter.com/VitalikButerin/status/1588669782471368704
1:06:30 NFTs
1:06:35 OpenSea Royalties
https://www.theblock.co/post/183518/opensea-creates-tool-to-help-nft-collections-enforce-royalties-on-chain
1:07:50 Peaster take
https://metaversal.banklesshq.com/p/the-future-of-nft-royalties
1:08:05 SuperRare RarePass
https://twitter.com/SuperRare/status/1588173906241736704
https://twitter.com/BanklessHQ/status/1589641261685915650
1:08:50 Regulation
1:11:45 SEC subpoena HEX influencers
https://cointelegraph.com/news/sec-issues-subpoena-to-influencers-promoting-hex-pulsechain-and-pulsex
1:13:18 While all this was happening…LBRY ruling takes
https://twitter.com/lbrycom/status/1589645453091827712
https://twitter.com/lex_node/status/1589655558029643777
https://twitter.com/lbrycom/status/1589718365924634624
1:15:45 Misc
Polkadot’s Native Token DOT
https://twitter.com/Web3foundation/status/1588593793519210497
1:18:00 UK Bank Santander NGMI
https://decrypt.co/113702/uk-bank-santander-will-block-payments-to-crypto-exchanges
1:18:19 Releases
Zerion to take on MetaMask
https://www.theblock.co/post/183304/zerion-prepares-to-take-on-metamask-with-in-browser-wallet
1:19:05 Raises
WalletConnect - $12.5M
https://twitter.com/WalletConnect/status/1588154492465418240
1:19:20 JOBS
https://pallet.xyz/list/bankless/jobs
Be like Tim
https://twitter.com/timgarth/status/1588269857920925705
1:24:34 TAKES
Future of Crypto
https://twitter.com/HHorsley/status/1590463556902096897
Worst events in crypto history
https://twitter.com/thedefiedge/status/1590131252056756226
No one wants to hear it
https://twitter.com/TrustlessState/status/1590760792877862913
Thanks Gary
https://twitter.com/TrustlessState/status/1590721196957761537
1:36:44 MEME of the Week
https://twitter.com/BanklessHQ/status/1590447780132450306
1:37:20 Moment of Zen
https://twitter.com/netcapgirl/status/1590431481385857024
2nd Week of November
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:29 BTC Price
5:50 ETH Price
6:10 ETH/BTC
6:33 Total Crypto Market Cap
7:43 ECONOMY
7:50 Inflation drops to 7.7% from 8.2% in September
https://twitter.com/WatcherGuru/status/1590698393260609536
8:15 CPI Chart
https://www.nytimes.com/live/2022/11/10/business/inflation-cpi-report
10:08 U.S. Election
12:10 Layoff SZN
14:20 UltraSoundMoney - 5000 ETH Burnt
https://ultrasound.money/
21:58 Surreal week….
https://twitter.com/RyanSAdams/status/1590474030263730176
https://twitter.com/SBF_FTX/status/1590709200665333762
https://unusualwhales.com/news/ftx-faces-liquidity-shortfall-of-up-to-8-billion-sam-bankman-fried-told-investors
https://www.wsj.com/articles/ftx-tapped-into-customer-accounts-to-fund-risky-bets-setting-up-its-downfall-11668093732
https://www.coindesk.com/business/2022/11/09/sam-bankman-fried-no-longer-a-billionaire-after-146b-overnight-wipe-out/
39:30 Tether freezes FTX USDT
https://twitter.com/Pentosh1/status/1590711432378621952
40:18 Gensler and the SEC
https://twitter.com/colinwilhelm/status/1590694062490734593
41:00 Captain hindsight
https://twitter.com/collins_belton/status/1590686389511028737
42:25 Tom Emmer
https://twitter.com/RepTomEmmer/status/1590717374801809409
44:25 Brian Armstrong take & ratio’ing sen warren
https://twitter.com/brian_armstrong/status/1590511022104010753
45:45 Dogetoshi
https://twitter.com/Dogetoshi/status/1590736426068766721
46:20 Larry
https://twitter.com/lawmaster/status/1590750976298090496
47:00 Employee chatter
https://twitter.com/tackettzane/status/1590541872212357120
52:20 THIS KEEPS HAPPENING
https://twitter.com/RichardHeartWin/status/1590689840068448257
1:04:36 ETH
1:04:40 New Ethereum Roadmap
https://twitter.com/VitalikButerin/status/1588669782471368704
1:06:30 NFTs
1:06:35 OpenSea Royalties
https://www.theblock.co/post/183518/opensea-creates-tool-to-help-nft-collections-enforce-royalties-on-chain
1:07:50 Peaster take
https://metaversal.banklesshq.com/p/the-future-of-nft-royalties
1:08:05 SuperRare RarePass
https://twitter.com/SuperRare/status/1588173906241736704
https://twitter.com/BanklessHQ/status/1589641261685915650
1:08:50 Regulation
1:11:45 SEC subpoena HEX influencers
https://cointelegraph.com/news/sec-issues-subpoena-to-influencers-promoting-hex-pulsechain-and-pulsex
1:13:18 While all this was happening…LBRY ruling takes
https://twitter.com/lbrycom/status/1589645453091827712
https://twitter.com/lex_node/status/1589655558029643777
https://twitter.com/lbrycom/status/1589718365924634624
1:15:45 Misc
Polkadot’s Native Token DOT
https://twitter.com/Web3foundation/status/1588593793519210497
1:18:00 UK Bank Santander NGMI
https://decrypt.co/113702/uk-bank-santander-will-block-payments-to-crypto-exchanges
1:18:19 Releases
Zerion to take on MetaMask
https://www.theblock.co/post/183304/zerion-prepares-to-take-on-metamask-with-in-browser-wallet
1:19:05 Raises
WalletConnect - $12.5M
https://twitter.com/WalletConnect/status/1588154492465418240
1:19:20 JOBS
https://pallet.xyz/list/bankless/jobs
Be like Tim
https://twitter.com/timgarth/status/1588269857920925705
1:24:34 TAKES
Future of Crypto
https://twitter.com/HHorsley/status/1590463556902096897
Worst events in crypto history
https://twitter.com/thedefiedge/status/1590131252056756226
No one wants to hear it
https://twitter.com/TrustlessState/status/1590760792877862913
Thanks Gary
https://twitter.com/TrustlessState/status/1590721196957761537
1:36:44 MEME of the Week
https://twitter.com/BanklessHQ/status/1590447780132450306
1:37:20 Moment of Zen
https://twitter.com/netcapgirl/status/1590431481385857024
After one of the worst weeks in crypto history, Ryan and David join forces with Ledger and Cobie from Up Only to bring the industry some much needed catharsis.
The four chop it up about how big of a deal this really is, how we’re going to move forward as an industry, and general advice to get through this.
Hang in there, anon. We’re in this together.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
After one of the worst weeks in crypto history, Ryan and David join forces with Ledger and Cobie from Up Only to bring the industry some much needed catharsis.
The four chop it up about how big of a deal this really is, how we’re going to move forward as an industry, and general advice to get through this.
Hang in there, anon. We’re in this together.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
The craziest 48 hours in crypto history? From the apparent takeover of FTX by Binance to no more takeover to SBF now being probed by U.S. regulators.
As the dust settles, we cover everything that’s unfolded in the last 24 hours and how it’ll reshape crypto moving forward.
If you missed yesterday’s stream where we go over the timeline of how all this happened and got industry leaders Brian Armstrong, Erik Voorhees, & Ryan Selkis to share their thoughts—you can find it here: https://youtu.be/LDtZyMcaaNY
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
5:05 The Recap
https://twitter.com/wassielawyer/status/1590025892994371584
https://twitter.com/RyanSAdams/status/1590150120250966016
14:37 Our Mood
25:00 The Story Continued
https://twitter.com/cz_binance/status/1590351182513729544
29:50 SBF Deleting Tweets
https://twitter.com/ledgerstatus/status/1590115753331937281
31:27 Ooof
https://twitter.com/ercwl/status/1590165313190260737
https://twitter.com/Snowden/status/1590319361863995394
33:35 SBF Letter to Investors
https://twitter.com/WClementeIII/status/1590107340317294593
35:20 UPDATE
https://www.coindesk.com/business/2022/11/09/binance-is-strongly-leaning-toward-scrapping-ftx-rescue-takeover-after-first-glance-at-books-source/
https://twitter.com/Blockworks_/status/1590441854960820224
37:35 US Probes FTX
https://www.bloomberg.com/news/articles/2022-11-09/us-probes-ftx-empire-over-handling-of-client-funds-and-lending
39:30 https://twitter.com/tier10k/status/1590444221525278721
https://twitter.com/tier10k/status/1590394410151251968
https://twitter.com/depression2019/status/1590383943358218240
43:26 Alameda Website Dead
https://twitter.com/WClementeIII/status/1590406041250181120
https://12ft.io/proxy?q=https%3A%2F%2Fwww.wsj.com%2Farticles%2Fbinance-is-said-to-be-likely-to-walk-away-from-deal-to-buy-ftx-11668020963
44:20 How This Happened?
https://twitter.com/LucasNuzzi/status/1590122590206824448
1:02:00 Binance Tweets
https://twitter.com/binance/status/1590449161069268992
Onchain flows
https://www.coindesk.com/markets/2022/11/09/these-four-key-charts-shed-light-on-the-ftx-exchanges-spectacular-collapse/
https://twitter.com/LucasNuzzi/status/1590122590206824448
1:05:07 Convo Starter
https://twitter.com/crypto_condom/status/1590338735606231041
1:08:05 10% of Multicoin on FTX
https://twitter.com/TheBlock__/status/1590349978873913350
1:09:39 Galaxy Exposure to Alameda
https://www.theblock.co/post/184262/galaxy-digital-reveals-ftx-exposure-in-q3-earnings-report
1:10:00 FTX Investors
https://twitter.com/fintechfrank/status/1590145184020328448
1:10:46 Other Chains
https://twitter.com/dunleavy89/status/1590056663767449600
1:11:15 FTX.US is Okay
https://www.axios.com/2022/11/09/ftx-us-american-subsidiary-impact-liquidity-crunch
1:11:30 Emotions
https://twitter.com/0xfoobar/status/1590204552891899907
https://twitter.com/cobie/status/1590188580483497985
https://twitter.com/shaughnessy119/status/1590201528014753792
https://twitter.com/lawmaster/status/1590238771915935744
People Selling their FTX Balances
https://twitter.com/TensaiCapital/status/1590301595237224449
SBF Down Bad ATH
https://twitter.com/econoar/status/1590130144815218689
1:20:25 CZ Tweets
https://twitter.com/cz_binance/status/1590313459132305408
1:22:00 Solana Unlocks
https://twitter.com/thedata_nerd/status/1590307325650182144
1:27:00 Coinbase Gud
https://twitter.com/ViktorBunin/status/1590064600178835457
1:27:16 The Meta Question
https://twitter.com/BanklessHQ/status/1590341304172838913
1:27:30 What Happened & Closing Thoughts
1:34:05 Risks & Disclaimers
1:34:35 Leaving you with Larry David
https://twitter.com/LilMoonLambo/status/1590145235291893760
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
The craziest 48 hours in crypto history? From the apparent takeover of FTX by Binance to no more takeover to SBF now being probed by U.S. regulators.
As the dust settles, we cover everything that’s unfolded in the last 24 hours and how it’ll reshape crypto moving forward.
If you missed yesterday’s stream where we go over the timeline of how all this happened and got industry leaders Brian Armstrong, Erik Voorhees, & Ryan Selkis to share their thoughts—you can find it here: https://youtu.be/LDtZyMcaaNY
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
5:05 The Recap
https://twitter.com/wassielawyer/status/1590025892994371584
https://twitter.com/RyanSAdams/status/1590150120250966016
14:37 Our Mood
25:00 The Story Continued
https://twitter.com/cz_binance/status/1590351182513729544
29:50 SBF Deleting Tweets
https://twitter.com/ledgerstatus/status/1590115753331937281
31:27 Ooof
https://twitter.com/ercwl/status/1590165313190260737
https://twitter.com/Snowden/status/1590319361863995394
33:35 SBF Letter to Investors
https://twitter.com/WClementeIII/status/1590107340317294593
35:20 UPDATE
https://www.coindesk.com/business/2022/11/09/binance-is-strongly-leaning-toward-scrapping-ftx-rescue-takeover-after-first-glance-at-books-source/
https://twitter.com/Blockworks_/status/1590441854960820224
37:35 US Probes FTX
https://www.bloomberg.com/news/articles/2022-11-09/us-probes-ftx-empire-over-handling-of-client-funds-and-lending
39:30 https://twitter.com/tier10k/status/1590444221525278721
https://twitter.com/tier10k/status/1590394410151251968
https://twitter.com/depression2019/status/1590383943358218240
43:26 Alameda Website Dead
https://twitter.com/WClementeIII/status/1590406041250181120
https://12ft.io/proxy?q=https%3A%2F%2Fwww.wsj.com%2Farticles%2Fbinance-is-said-to-be-likely-to-walk-away-from-deal-to-buy-ftx-11668020963
44:20 How This Happened?
https://twitter.com/LucasNuzzi/status/1590122590206824448
1:02:00 Binance Tweets
https://twitter.com/binance/status/1590449161069268992
Onchain flows
https://www.coindesk.com/markets/2022/11/09/these-four-key-charts-shed-light-on-the-ftx-exchanges-spectacular-collapse/
https://twitter.com/LucasNuzzi/status/1590122590206824448
1:05:07 Convo Starter
https://twitter.com/crypto_condom/status/1590338735606231041
1:08:05 10% of Multicoin on FTX
https://twitter.com/TheBlock__/status/1590349978873913350
1:09:39 Galaxy Exposure to Alameda
https://www.theblock.co/post/184262/galaxy-digital-reveals-ftx-exposure-in-q3-earnings-report
1:10:00 FTX Investors
https://twitter.com/fintechfrank/status/1590145184020328448
1:10:46 Other Chains
https://twitter.com/dunleavy89/status/1590056663767449600
1:11:15 FTX.US is Okay
https://www.axios.com/2022/11/09/ftx-us-american-subsidiary-impact-liquidity-crunch
1:11:30 Emotions
https://twitter.com/0xfoobar/status/1590204552891899907
https://twitter.com/cobie/status/1590188580483497985
https://twitter.com/shaughnessy119/status/1590201528014753792
https://twitter.com/lawmaster/status/1590238771915935744
People Selling their FTX Balances
https://twitter.com/TensaiCapital/status/1590301595237224449
SBF Down Bad ATH
https://twitter.com/econoar/status/1590130144815218689
1:20:25 CZ Tweets
https://twitter.com/cz_binance/status/1590313459132305408
1:22:00 Solana Unlocks
https://twitter.com/thedata_nerd/status/1590307325650182144
1:27:00 Coinbase Gud
https://twitter.com/ViktorBunin/status/1590064600178835457
1:27:16 The Meta Question
https://twitter.com/BanklessHQ/status/1590341304172838913
1:27:30 What Happened & Closing Thoughts
1:34:05 Risks & Disclaimers
1:34:35 Leaving you with Larry David
https://twitter.com/LilMoonLambo/status/1590145235291893760
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis to discuss what transpired today, how it’ll impact our industry, and what it means moving forward.
In case you missed it, we’ve already released Part 1 where Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:04 Ryan Selkis
11:45 Takes & Prices
https://twitter.com/brian_armstrong/status/1590088673726717952
https://www.coingecko.com/
https://ultrasound.money/
20:32 Erik Voorhees
42:00 Brian Armstrong
1:00:25 New CZ
https://twitter.com/cz_binance/status/1590103159506341888
1:02:45 Ultra Sound Money
https://ultrasound.money/
1:04:45 Closing & Disclaimers
Resources:
SBF Announcement
https://twitter.com/SBF_FTX/status/1590012124864348160
CZ Announcement
https://twitter.com/cz_binance/status/1590013613586411520
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis to discuss what transpired today, how it’ll impact our industry, and what it means moving forward.
In case you missed it, we’ve already released Part 1 where Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:04 Ryan Selkis
11:45 Takes & Prices
https://twitter.com/brian_armstrong/status/1590088673726717952
https://www.coingecko.com/
https://ultrasound.money/
20:32 Erik Voorhees
42:00 Brian Armstrong
1:00:25 New CZ
https://twitter.com/cz_binance/status/1590103159506341888
1:02:45 Ultra Sound Money
https://ultrasound.money/
1:04:45 Closing & Disclaimers
Resources:
SBF Announcement
https://twitter.com/SBF_FTX/status/1590012124864348160
CZ Announcement
https://twitter.com/cz_binance/status/1590013613586411520
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
On Part 1 of this two-part series, Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.
In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis.
Part 2 is out now! Check your feed.
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
6:40 Key Players
11:33 SBF
12:45 Binance
14:30 Asset Clarifications
16:25 The Timeline
https://www.coindesk.com/business/2022/11/02/divisions-in-sam-bankman-frieds-crypto-empire-blur-on-his-trading-titan-alamedas-balance-sheet/ https://twitter.com/DylanLeClair_/status/1587890966580658177
https://analytics.abracadabra.money/cauldrons
https://twitter.com/carolinecapital/status/1589264375042707458
https://twitter.com/cz_binance/status/1589283421704290306
https://twitter.com/cz_binance/status/1589328518609240064
https://twitter.com/carolinecapital/status/1589287457975304193
https://twitter.com/coinmamba/status/1589294435317125120
https://twitter.com/DylanLeClair_/status/1589768406735392768
https://twitter.com/cz_binance/status/1589374530413215744
https://twitter.com/cz_binance/status/1589329217874931712
https://twitter.com/cz_binance/status/1589374530413215744
https://twitter.com/theData_Nerd/status/1589412348476825600
https://twitter.com/SBF_FTX/status/1589598284322328579
https://twitter.com/PRHillmann/status/1589653449792421889
https://newsletter.banklesshq.com/p/battle-of-the-billionaires
https://imgur.com/uWeYrLv
https://twitter.com/TheBlock__/status/1589979338979434497
https://twitter.com/Dogetoshi/status/1589980754964271104
https://twitter.com/Dogetoshi/status/1589983115430473730
https://twitter.com/tier10k/status/1589983701730922496
https://twitter.com/Dogetoshi/status/1589986908272472064
https://twitter.com/sbf_ftx/status/1590012124864348160
https://twitter.com/yuno0Zy/status/1590013905686106113
https://www.semafor.com/article/11/08/2022/before-deal-with-rival-ftx-scoured-wall-street-silicon-valley-billionaires-for-1-billion-lifeline
https://twitter.com/VentureCoinist/status/1590033055246618624
https://twitter.com/VentureCoinist/status/1590044831665258496
https://www.tradingview.com/chart/pabiN1CM/
https://twitter.com/zhusu/status/1590022114882768897
https://twitter.com/stablekwon/status/1590017837758033926
https://twitter.com/santisiri/status/1590031964408786944
https://twitter.com/AlamedaTrabucco/status/1590032437501124609
https://twitter.com/ThetaMentality/status/1590016374608654336
https://twitter.com/_jamiis/status/1590032682272010241
https://twitter.com/DylanLeClair_/status/1590013774735740930
https://twitter.com/CanteringClark/status/1590016032139513857
https://twitter.com/WClementeIII/status/1590018245758963712
https://twitter.com/0xngmi/status/1590026606814572544
https://twitter.com/cz_binance/status/1590055819416330240
https://twitter.com/DylanLeClair_/status/1590027464054837248
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
On Part 1 of this two-part series, Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.
In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis.
Part 2 is out now! Check your feed.
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
6:40 Key Players
11:33 SBF
12:45 Binance
14:30 Asset Clarifications
16:25 The Timeline
https://www.coindesk.com/business/2022/11/02/divisions-in-sam-bankman-frieds-crypto-empire-blur-on-his-trading-titan-alamedas-balance-sheet/ https://twitter.com/DylanLeClair_/status/1587890966580658177
https://analytics.abracadabra.money/cauldrons
https://twitter.com/carolinecapital/status/1589264375042707458
https://twitter.com/cz_binance/status/1589283421704290306
https://twitter.com/cz_binance/status/1589328518609240064
https://twitter.com/carolinecapital/status/1589287457975304193
https://twitter.com/coinmamba/status/1589294435317125120
https://twitter.com/DylanLeClair_/status/1589768406735392768
https://twitter.com/cz_binance/status/1589374530413215744
https://twitter.com/cz_binance/status/1589329217874931712
https://twitter.com/cz_binance/status/1589374530413215744
https://twitter.com/theData_Nerd/status/1589412348476825600
https://twitter.com/SBF_FTX/status/1589598284322328579
https://twitter.com/PRHillmann/status/1589653449792421889
https://newsletter.banklesshq.com/p/battle-of-the-billionaires
https://imgur.com/uWeYrLv
https://twitter.com/TheBlock__/status/1589979338979434497
https://twitter.com/Dogetoshi/status/1589980754964271104
https://twitter.com/Dogetoshi/status/1589983115430473730
https://twitter.com/tier10k/status/1589983701730922496
https://twitter.com/Dogetoshi/status/1589986908272472064
https://twitter.com/sbf_ftx/status/1590012124864348160
https://twitter.com/yuno0Zy/status/1590013905686106113
https://www.semafor.com/article/11/08/2022/before-deal-with-rival-ftx-scoured-wall-street-silicon-valley-billionaires-for-1-billion-lifeline
https://twitter.com/VentureCoinist/status/1590033055246618624
https://twitter.com/VentureCoinist/status/1590044831665258496
https://www.tradingview.com/chart/pabiN1CM/
https://twitter.com/zhusu/status/1590022114882768897
https://twitter.com/stablekwon/status/1590017837758033926
https://twitter.com/santisiri/status/1590031964408786944
https://twitter.com/AlamedaTrabucco/status/1590032437501124609
https://twitter.com/ThetaMentality/status/1590016374608654336
https://twitter.com/_jamiis/status/1590032682272010241
https://twitter.com/DylanLeClair_/status/1590013774735740930
https://twitter.com/CanteringClark/status/1590016032139513857
https://twitter.com/WClementeIII/status/1590018245758963712
https://twitter.com/0xngmi/status/1590026606814572544
https://twitter.com/cz_binance/status/1590055819416330240
https://twitter.com/DylanLeClair_/status/1590027464054837248
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
David brings on his old co-host, Christian Keroles of POV Crypto. Long-time Bankless listeners know of POV Crypto, but if you’re unaware, it’s the podcast that David started with Christian before Bankless!
Christian is currently the General Manager of BTC Inc (Bitcoin Magazine & The Bitcoin Conference).
On this episode, David and Christian go back to their POV Crypto roots and debate many different sub-topics of the overall Ethereum vs. Bitcoin debate.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
5:03 Who is Christian Keroles?
5:58 POV Crypto Pod
9:52 The BTC vs. ETH Community
11:07 Metrics of the Winner
14:20 Ideological Backgrounds
18:00 The 2020-2021 Bull Market
20:44 Cantillon Effect
22:55 ETH to $0
24:40 Ethereum Won the 2020-2021 Bull Market?
30:34 Is Bitcoin the Underdog?
32:00 Tornado Cash
33:47 Ethereum is Inside the Bitcoin Ecosystem
36:46 How Bitcoin is Changing the World?
39:15 Bitcoin & Energy
46:19 Distribution & Decentralization
48:44 Energy System Integration
54:47 Does Bitcoin Work If It Isn’t #1
55:39 HyperBitcoinization
56:25 Paradigm Shifts
1:02:20 Recreating the Financial System
1:04:57 Core Philosophical Differences
1:07:17 Disrupting Incumbents
1:08:26 Acceleration
Resources:
POV Crypto Pod
https://twitter.com/povcryptopod
Christian Keroles
https://twitter.com/ck_SNARKs
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
David brings on his old co-host, Christian Keroles of POV Crypto. Long-time Bankless listeners know of POV Crypto, but if you’re unaware, it’s the podcast that David started with Christian before Bankless!
Christian is currently the General Manager of BTC Inc (Bitcoin Magazine & The Bitcoin Conference).
On this episode, David and Christian go back to their POV Crypto roots and debate many different sub-topics of the overall Ethereum vs. Bitcoin debate.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
5:03 Who is Christian Keroles?
5:58 POV Crypto Pod
9:52 The BTC vs. ETH Community
11:07 Metrics of the Winner
14:20 Ideological Backgrounds
18:00 The 2020-2021 Bull Market
20:44 Cantillon Effect
22:55 ETH to $0
24:40 Ethereum Won the 2020-2021 Bull Market?
30:34 Is Bitcoin the Underdog?
32:00 Tornado Cash
33:47 Ethereum is Inside the Bitcoin Ecosystem
36:46 How Bitcoin is Changing the World?
39:15 Bitcoin & Energy
46:19 Distribution & Decentralization
48:44 Energy System Integration
54:47 Does Bitcoin Work If It Isn’t #1
55:39 HyperBitcoinization
56:25 Paradigm Shifts
1:02:20 Recreating the Financial System
1:04:57 Core Philosophical Differences
1:07:17 Disrupting Incumbents
1:08:26 Acceleration
Resources:
POV Crypto Pod
https://twitter.com/povcryptopod
Christian Keroles
https://twitter.com/ck_SNARKs
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-unichain-is-inevitable
Dan Elitzer is the co-founder of Nascent, a VC firm working on the frontier of crypto Previously, he was previously leading IDEO CoLab Ventures, and has been on the frontier of crypto innovations for as long as we can remember.
Dan helps us unpack The AppChain Thesis, a possible outcome where every big DeFi app is going to have its own chain. How will this reshape crypto? Where do we find opportunities? Does this thesis even make sense?
Further, Dan, Ryan, and David cover the case for why Uniswap is going to have its own chain, why Dan thinks there’s an inevitable economic incentive for large DeFi apps to start their own chains, the main objections to The AppChain Thesis, and so much more.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
6:45 Dan's Predictive Track Record
9:52 Roll-Apps
14:00 The App Chain Prediction
17:46 UNIChain
23:30 MEV
29:22 Summarizing the Costs
33:50 Who Gets the Money?
36:07 Are the Taxes Worth the Services?
43:48 Why DeFi Apps Haven't Launched App Chains Yet
48:40 Uniswap Nation State
55:33 Uniswap's App Chain Model Sovereignty
1:00:04 Uniswap's Control & Ethereum's Alignment
1:03:38 Uniswap's Composability
1:08:56 What Does This Mean For L1s
1:16:50 Investing in the Apps?
1:20:57 Aggregation Theory
1:23:22 Censorship
1:27:21 Final Takes
1:29:37 Closing & Disclaimers
Resources:
Dan Elitzer
https://twitter.com/delitzer
The inevitably of Unichain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
Aggregation Theory - Stratechery
https://stratechery.com/aggregation-theory/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-unichain-is-inevitable
Dan Elitzer is the co-founder of Nascent, a VC firm working on the frontier of crypto Previously, he was previously leading IDEO CoLab Ventures, and has been on the frontier of crypto innovations for as long as we can remember.
Dan helps us unpack The AppChain Thesis, a possible outcome where every big DeFi app is going to have its own chain. How will this reshape crypto? Where do we find opportunities? Does this thesis even make sense?
Further, Dan, Ryan, and David cover the case for why Uniswap is going to have its own chain, why Dan thinks there’s an inevitable economic incentive for large DeFi apps to start their own chains, the main objections to The AppChain Thesis, and so much more.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
6:45 Dan's Predictive Track Record
9:52 Roll-Apps
14:00 The App Chain Prediction
17:46 UNIChain
23:30 MEV
29:22 Summarizing the Costs
33:50 Who Gets the Money?
36:07 Are the Taxes Worth the Services?
43:48 Why DeFi Apps Haven't Launched App Chains Yet
48:40 Uniswap Nation State
55:33 Uniswap's App Chain Model Sovereignty
1:00:04 Uniswap's Control & Ethereum's Alignment
1:03:38 Uniswap's Composability
1:08:56 What Does This Mean For L1s
1:16:50 Investing in the Apps?
1:20:57 Aggregation Theory
1:23:22 Censorship
1:27:21 Final Takes
1:29:37 Closing & Disclaimers
Resources:
Dan Elitzer
https://twitter.com/delitzer
The inevitably of Unichain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
Aggregation Theory - Stratechery
https://stratechery.com/aggregation-theory/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
1st Week of November, 2022
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
3:45 MARKETS
5:25 Fed
https://www.cnn.com/business/live-news/stocks-market-fed-rate-hike/index.html
8:20 Political Will
https://twitter.com/PauloMacro/status/1587899658038562821
11:30 US Savings
https://fred.stlouisfed.org/graph/?g=VtLo
13:37 Layer 2 Transactions
https://twitter.com/l2beat/status/1585981268348768257
16:55 Arbitrum Flippens Solana
https://twitter.com/theempirepod/status/1587151305742594048
19:40 Elon Twitter Takeover
https://twitter.com/davidfaber/status/1585785519933472771
22:00 The Bird is Freed
https://twitter.com/elonmusk/status/1585841080431321088
22:45 Binance x Twitter
https://archive.ph/3rfZB
24:00 Lords and Peasants
https://twitter.com/elonmusk/status/1587498907336118274
28:20 Vitalik’s Take
https://twitter.com/vitalikbuterin/status/1587593917197062145
29:50 Erik Voorhees Take
https://twitter.com/ErikVoorhees/status/1587564882177585152
30:30 Entitled Elite
https://twitter.com/DavidSacks/status/1588025594897346560
31:00 AOC Ratio
https://twitter.com/elonmusk/status/1587911540770222081
31:45 Digital Identity
https://twitter.com/owocki/status/1587602426106089472
34:55 Instagram NFTs
https://twitter.com/Meta/status/1587929277864910849
37:55 Polygon
https://twitter.com/sandeepnailwal/status/1587949120031006721
40:20 Arweave
https://www.coingecko.com/en/coins/arweave
41:25 Art Gobblers
https://www.coindesk.com/web3/2022/10/31/rick-and-morty-co-creators-nft-collection-sees-14m-in-trade-volume-hours-after-mint/
42:55 Gobblers Analysis
https://dune.com/pandajackson42/art-gobblershttps://dune.com/pandajackson42/art-gobblers
44:00 How it Works
https://twitter.com/_Dave__White_/status/1569715399356485634
49:30 NEWS
50:50 zkSync Baby Alpha
https://twitter.com/zksync/thread/1586053698672656384
52:40 Google Cloud Node
https://decrypt.co/112954/google-launches-cloud-node-engine-for-ethereum-developers
54:05 RIP Nikolai
https://cointelegraph.com/news/makerdao-co-founder-nikolai-mushegian-dies-at-29-in-puerto-rico
55:50 JPMorgan Using Crypto
https://twitter.com/TyLobban/status/1587679344792829954
NFTs
1:01:20 Gamestop x Immutable
https://twitter.com/0xferg/status/1587174624701255682
1:02:00 NFT Tweet Tiles
https://twitter.com/TwitterDev/status/1585707921433923585
1:03:15 RTFKT Phygital Luggage
https://thedefiant.io/rtfkt-vuitton-nfts
1:04:55 Budweiser FIFA NFTs
https://nft.budweiser.com/
1:06:25 OPJ in Puerto Rico
1:07:35 Bitcoin 14 Year Anniversary
https://twitter.com/snowden/status/1587107723472211972
1:08:45 Thanks Gary
https://twitter.com/GaryGensler/status/1587171919664746503
1:09:43 Miners Blowing Up
https://twitter.com/cobie/status/1587087075752480768
1:10:45 Nifty Apes
https://www.niftyapes.money/
1:11:22 Zora Nouns Builder
https://metaversal.banklesshq.com/p/zora-launches-nouns-builder
1:12:45 Jobs
https://pallet.xyz/list/bankless/jobs
1:14:30 TAKES
1:15:30 Talk of the Town
https://twitter.com/RonwHammond/status/1587443194945470465
1:20:40 Vitalik on Regulation
https://twitter.com/vitalikbuterin/status/1586557896351186944
1:24:18 Verified Accounts
https://twitter.com/TrustlessState/status/1587553632660201472
1:24:45 What David’s Bullish On
1:27:30 What Ryan’s Bullish On
https://www.sound.xyz/user/0x3c2027f90b087ec509e533762a917e76e09b1d0c?tab=collection
1:32:35 MEME of the Week
https://twitter.com/lopp/status/1583795567343243264
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bitboy -- aka Ben Armstrong -- is the notorious crypto influencer with one of the largest audiences in the space. After some jabs back and forth on twitter, we're bringing him on Bankless to clear the air.
What's up with Ryan's glasses? Is Bitboy changing his approach?
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
6:00 Bitboy's Glasses
8:00 The Rant
14:50 RSA's Perspective
19:30 Bitboy's Bill
24:20 Ethical Platforms
28:05 Beef with SBF
34:24 Changing in Crypto
41:00 Two Different Worlds
44:55 Shortcuts
50:45 Disclosures
52:20 Heavy is the Head
59:41 Man of the People
1:03:03 Best Practices
1:05:50 Closing Thoughts
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.
On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
8:00 What to Know About Macro
11:03 Tiers of Money
13:07 Deflationary Timeline
15:20 The Housing Market
17:33 The Inflation Remedy
19:54 Indicators
23:10 Global Credit Impulse Cycle
30:25 Can We Have a Soft Landing?
34:50 How Bad Will This Hurt?
39:29 Volatility in the Bond Market
52:18 Switching to Crypto Assets?
55:57 DXY
1:02:09 Bond/Crypto Market Cycles
1:05:30 What Will Make the Fed Pivot?
1:09:36 The Long-Term
1:15:45 Probability & Adapting
1:19:08 Generating Productivity
1:22:27 The Internet’s Unlock
1:23:40 Why Macro is Important
1:25:40 Action Items & Disclaimers
Resources:
MacroAlf
https://twitter.com/MacroAlf
The Macro Compass
https://themacrocompass.substack.com/
Is It 2021 Again?
https://themacrocompass.substack.com/p/back-to-2001#details
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.
On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
8:00 What to Know About Macro
11:03 Tiers of Money
13:07 Deflationary Timeline
15:20 The Housing Market
17:33 The Inflation Remedy
19:54 Indicators
23:10 Global Credit Impulse Cycle
30:25 Can We Have a Soft Landing?
34:50 How Bad Will This Hurt?
39:29 Volatility in the Bond Market
52:18 Switching to Crypto Assets?
55:57 DXY
1:02:09 Bond/Crypto Market Cycles
1:05:30 What Will Make the Fed Pivot?
1:09:36 The Long-Term
1:15:45 Probability & Adapting
1:19:08 Generating Productivity
1:22:27 The Internet’s Unlock
1:23:40 Why Macro is Important
1:25:40 Action Items & Disclaimers
Resources:
MacroAlf
https://twitter.com/MacroAlf
The Macro Compass
https://themacrocompass.substack.com/
Is It 2021 Again?
https://themacrocompass.substack.com/p/back-to-2001#details
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
A debate between two crypto titans on how to regulate crypto. Whether to regulate crypto? Where do we draw the line?
Study and remember this one anon.
Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
7:36 Should Crypto Be Regulated?
23:50 Transparency
25:55 Showing Up & BitLicense
36:50 Erik's Issues with Sam's Post
52:12 The DeFi Regulation Debate
1:24:27 Why Regulation Now?
1:40:10 DCCPA
1:53:04 Stealmanning Eachother's Points
2:01:55 Closing Arguments
2:06:17 Closing & Disclaimers
Resources:
SBF
https://twitter.com/SBF_FTX
Erik Voorhees
https://twitter.com/ErikVoorhees
SBF Proposal
https://twitter.com/SBF_FTX/status/1582835426116575235
Erik Voorhees's Rebuttal
https://www.moneyandstate.com/blog/response-to-sbf
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
A debate between two crypto titans on how to regulate crypto. Whether to regulate crypto? Where do we draw the line?
Study and remember this one anon.
Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
7:36 Should Crypto Be Regulated?
23:50 Transparency
25:55 Showing Up & BitLicense
36:50 Erik's Issues with Sam's Post
52:12 The DeFi Regulation Debate
1:24:27 Why Regulation Now?
1:40:10 DCCPA
1:53:04 Stealmanning Eachother's Points
2:01:55 Closing Arguments
2:06:17 Closing & Disclaimers
Resources:
SBF
https://twitter.com/SBF_FTX
Erik Voorhees
https://twitter.com/ErikVoorhees
SBF Proposal
https://twitter.com/SBF_FTX/status/1582835426116575235
Erik Voorhees's Rebuttal
https://www.moneyandstate.com/blog/response-to-sbf
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
4th Week of October, 2022
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
1:50 Costume Reveal!
4:22Push
https://bankless.cc/Push
6:15 MARKETS
7:50 Short Liquidations
https://twitter.com/HsakaTrades/status/1585041254814916610
10:20 Aptos
https://www.coingecko.com/en/coins/aptos
11:25 Doge
https://www.coingecko.com/en/coins/dogecoin
12:15 ETH
https://www.coingecko.com/en/coins/ethereum
12:55 Meta Down
https://twitter.com/RampCapitalLLC/status/1585627143740047360
Worth less than Home Depot
14:45 Have We Bottomed?
https://www.zerohedge.com/markets/druckenmiller-decade-no-returns
17:20 Run for Your Life
https://twitter.com/pythianism/status/1584664284294176768
19:15 BUSD Supply is on a Tear
https://twitter.com/fintechfrank/status/1583914189315510272
20:00 a16z Fund Down
https://www.wsj.com/articles/andreessen-horowitz-went-all-in-on-crypto-at-the-worst-possible-time-11666769270
24:20 Almost Ultra Sound
https://ultrasound.money/
26:10 Security Spend Over Last 40 Days
https://twitter.com/trustlessstate/status/1584934954256908294
28:00 Wartime Economies
https://twitter.com/trustlessstate/status/1585079956241256448
30:54 Apple War on NFTs
https://www.coindesk.com/business/2022/10/24/apple-refuses-to-exempt-nfts-from-app-stores-30-fee
33:30 Insane New Rules
https://twitter.com/Kantrowitz/status/1584670644419133441
https://twitter.com/TimSweeneyEpic/status/1584664679590539265
35:15 PayPal being shady again
https://twitter.com/BanklessHQ/status/1585423779949604864
39:00 NEWS
40:00 Bankless Devcon 6 Videos
https://twitter.com/TrustlessState/status/1584907028908089344
42:00 MakerDAO
https://twitter.com/coingecko/status/1584593323552960513
https://www.coindesk.com/markets/2022/10/24/makerdao-members-support-founders-endgame-plan-to-break-up-into-metadaos-21b-of-transfers/
https://twitter.com/SebVentures/status/1584875892555268096
https://twitter.com/hasufl/status/1584879485748678656
44:30 EF L2 Grants are open
https://esp.ethereum.foundation/layer-2-grants
45:30 Reddit NFTs!
https://twitter.com/_khanhamzah/status/1584650888731557888
https://twitter.com/MihailoBjelic/status/1584536046477651969
47:05 Dune Analytics
https://metaversal.banklesshq.com/p/the-reddit-nft-surge
47:40 Lord of the Rings
https://twitter.com/WarnerBrosNFT/status/1583095703173156864
https://www.theblock.co/post/178690/warner-bros-to-release-10999-lord-of-the-rings-nfts-as-part-of-web3-movie-push
51:55 Will Wright: Sims Creator Pioneer Making Blockchain Game
https://www.axios.com/2022/10/20/will-wright-voxverse-gala-gallium-blockchain
53:45 Bitcoin Salvador
https://cointelegraph.com/news/77-1-of-salvadorans-surveyed-think-the-gov-t-should-stop-spending-public-money-on-bitcoin
54:55 FTX Stablecoin
https://www.theblock.co/post/180344/ftx-could-launch-its-own-stablecoin-via-a-partnership-says-bankman-fried
56:20 Twitter Crypto Wallet?
https://twitter.com/wongmjane/status/1584616567530483712
57:20 Regulators Leaving
https://blockworks.co/cryptos-revolving-door-hires-are-raising-eyebrows-among-us-lawmakers/
https://twitter.com/RyanSAdams/status/1585357855049191424
1:00:00 Kyle Roche
https://www.theblock.co/post/178768/roche-freedman-rebrands-and-parts-ways-with-kyle-roche-after-scandal
RELEASES
1:01:00 Sound Market
https://twitter.com/soundxyz_/status/1584560442235531266
1:01:25 Socketscan
https://twitter.com/socketdottech/status/1583140972523028481
1:03:00 JOBS
https://pallet.xyz/list/bankless/jobs
1:07:40 Questions from the Nation
https://twitter.com/KristinaKlaudy1/status/1585303486606233600
https://twitter.com/TadziuMusic/status/1585307882873966607
https://twitter.com/Brlggs/status/1585382307888005120
1:14:00 TAKES
1:15:05 TradFi Dangers
https://twitter.com/jchervinsky/status/1582755519571165185
1:16:12 Who Pays for Bitcoin Security?
https://twitter.com/TrustlessState/status/1585253069868392448
1:23:03 Internet is Changing
https://twitter.com/GiancarloChaux/status/1585305734916362242
1:24:00 What David’s Bullish On
1:26:00 What Ryan’s Bullish On
https://beacons.ai/banklessbr
https://www.coindesk.com/layer2/2022/10/25/turkey-cryptocurrency-explained/
1:31:00 MEME of the Week
https://tweethunter.io/generate-tweets
https://imgur.com/JdgEjTv
https://imgur.com/a/CtnbOxQ
Closing & Disclosures
Moment of Zen
https://twitter.com/songadaymann/status/1583512268012412928
———
Not financial or tax advice. Do your own research.
https://www.bankless.com/disclosures
4th Week of October, 2022
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
1:50 Costume Reveal!
4:22Push
https://bankless.cc/Push
6:15 MARKETS
7:50 Short Liquidations
https://twitter.com/HsakaTrades/status/1585041254814916610
10:20 Aptos
https://www.coingecko.com/en/coins/aptos
11:25 Doge
https://www.coingecko.com/en/coins/dogecoin
12:15 ETH
https://www.coingecko.com/en/coins/ethereum
12:55 Meta Down
https://twitter.com/RampCapitalLLC/status/1585627143740047360
Worth less than Home Depot
14:45 Have We Bottomed?
https://www.zerohedge.com/markets/druckenmiller-decade-no-returns
17:20 Run for Your Life
https://twitter.com/pythianism/status/1584664284294176768
19:15 BUSD Supply is on a Tear
https://twitter.com/fintechfrank/status/1583914189315510272
20:00 a16z Fund Down
https://www.wsj.com/articles/andreessen-horowitz-went-all-in-on-crypto-at-the-worst-possible-time-11666769270
24:20 Almost Ultra Sound
https://ultrasound.money/
26:10 Security Spend Over Last 40 Days
https://twitter.com/trustlessstate/status/1584934954256908294
28:00 Wartime Economies
https://twitter.com/trustlessstate/status/1585079956241256448
30:54 Apple War on NFTs
https://www.coindesk.com/business/2022/10/24/apple-refuses-to-exempt-nfts-from-app-stores-30-fee
33:30 Insane New Rules
https://twitter.com/Kantrowitz/status/1584670644419133441
https://twitter.com/TimSweeneyEpic/status/1584664679590539265
35:15 PayPal being shady again
https://twitter.com/BanklessHQ/status/1585423779949604864
39:00 NEWS
40:00 Bankless Devcon 6 Videos
https://twitter.com/TrustlessState/status/1584907028908089344
42:00 MakerDAO
https://twitter.com/coingecko/status/1584593323552960513
https://www.coindesk.com/markets/2022/10/24/makerdao-members-support-founders-endgame-plan-to-break-up-into-metadaos-21b-of-transfers/
https://twitter.com/SebVentures/status/1584875892555268096
https://twitter.com/hasufl/status/1584879485748678656
44:30 EF L2 Grants are open
https://esp.ethereum.foundation/layer-2-grants
45:30 Reddit NFTs!
https://twitter.com/_khanhamzah/status/1584650888731557888
https://twitter.com/MihailoBjelic/status/1584536046477651969
47:05 Dune Analytics
https://metaversal.banklesshq.com/p/the-reddit-nft-surge
47:40 Lord of the Rings
https://twitter.com/WarnerBrosNFT/status/1583095703173156864
https://www.theblock.co/post/178690/warner-bros-to-release-10999-lord-of-the-rings-nfts-as-part-of-web3-movie-push
51:55 Will Wright: Sims Creator Pioneer Making Blockchain Game
https://www.axios.com/2022/10/20/will-wright-voxverse-gala-gallium-blockchain
53:45 Bitcoin Salvador
https://cointelegraph.com/news/77-1-of-salvadorans-surveyed-think-the-gov-t-should-stop-spending-public-money-on-bitcoin
54:55 FTX Stablecoin
https://www.theblock.co/post/180344/ftx-could-launch-its-own-stablecoin-via-a-partnership-says-bankman-fried
56:20 Twitter Crypto Wallet?
https://twitter.com/wongmjane/status/1584616567530483712
57:20 Regulators Leaving
https://blockworks.co/cryptos-revolving-door-hires-are-raising-eyebrows-among-us-lawmakers/
https://twitter.com/RyanSAdams/status/1585357855049191424
1:00:00 Kyle Roche
https://www.theblock.co/post/178768/roche-freedman-rebrands-and-parts-ways-with-kyle-roche-after-scandal
RELEASES
1:01:00 Sound Market
https://twitter.com/soundxyz_/status/1584560442235531266
1:01:25 Socketscan
https://twitter.com/socketdottech/status/1583140972523028481
1:03:00 JOBS
https://pallet.xyz/list/bankless/jobs
1:07:40 Questions from the Nation
https://twitter.com/KristinaKlaudy1/status/1585303486606233600
https://twitter.com/TadziuMusic/status/1585307882873966607
https://twitter.com/Brlggs/status/1585382307888005120
1:14:00 TAKES
1:15:05 TradFi Dangers
https://twitter.com/jchervinsky/status/1582755519571165185
1:16:12 Who Pays for Bitcoin Security?
https://twitter.com/TrustlessState/status/1585253069868392448
1:23:03 Internet is Changing
https://twitter.com/GiancarloChaux/status/1585305734916362242
1:24:00 What David’s Bullish On
1:26:00 What Ryan’s Bullish On
https://beacons.ai/banklessbr
https://www.coindesk.com/layer2/2022/10/25/turkey-cryptocurrency-explained/
1:31:00 MEME of the Week
https://tweethunter.io/generate-tweets
https://imgur.com/JdgEjTv
https://imgur.com/a/CtnbOxQ
Closing & Disclosures
Moment of Zen
https://twitter.com/songadaymann/status/1583512268012412928
———
Not financial or tax advice. Do your own research.
https://www.bankless.com/disclosures
Nicolas Julia is the Co-Founder and CEO at Sorare, building the next generation of Sports games… where fans can play with skin in the game.
On this episode, Nicolas shares Sorare's exciting new launch, how Sorare grew to reach millions of users, what's next for Sorare, and so much more.
Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
7:51 2018 to Sorare Today
15:41 Sore's Obvious Success
20:15 Combining Communities
24:41 Speculation & Profit
26:46 Sorare UX
31:51 Licensing Rights
39:57 What's Next for Sorare?
43:16 Sports Fan TAM
49:14 Can Sorare Handle the Scale?
50:44 Advice for Other Builders
53:44 Other NFT Projects
57:05 Closing & Disclosures
Resources:
Nicolas Julia
https://twitter.com/ni2las
Sorare
https://sorare.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Nicolas Julia is the Co-Founder and CEO at Sorare, building the next generation of Sports games… where fans can play with skin in the game.
On this episode, Nicolas shares Sorare's exciting new launch, how Sorare grew to reach millions of users, what's next for Sorare, and so much more.
Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
7:51 2018 to Sorare Today
15:41 Sore's Obvious Success
20:15 Combining Communities
24:41 Speculation & Profit
26:46 Sorare UX
31:51 Licensing Rights
39:57 What's Next for Sorare?
43:16 Sports Fan TAM
49:14 Can Sorare Handle the Scale?
50:44 Advice for Other Builders
53:44 Other NFT Projects
57:05 Closing & Disclosures
Resources:
Nicolas Julia
https://twitter.com/ni2las
Sorare
https://sorare.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Vitalik Buterin—of course—joins us in the first in a series of interviews we held on location in Bogota, covering the context and magnitude of Devcon, Vitalik’s conference lifestyle, and a new era for Ethereum in a post-merge world.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
3:25 What is Devcon?
7:18 Past Devcons
13:17 A New Chapter for Ethereum
16:45 Parallel Development
19:50 Arbitrum x Prysm
24:40 The zkEVM
27:04 Vitalik’s Conference Lifestyle
Resources:
Vitalik Buterin
https://twitter.com/VitalikButerin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Vitalik Buterin—of course—joins us in the first in a series of interviews we held on location in Bogota, covering the context and magnitude of Devcon, Vitalik’s conference lifestyle, and a new era for Ethereum in a post-merge world.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
3:25 What is Devcon?
7:18 Past Devcons
13:17 A New Chapter for Ethereum
16:45 Parallel Development
19:50 Arbitrum x Prysm
24:40 The zkEVM
27:04 Vitalik’s Conference Lifestyle
Resources:
Vitalik Buterin
https://twitter.com/VitalikButerin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
We’re speaking with Justin Drake about his talk at Devcon—the only conversation about ETH the asset.
What are the next steps for Ether? The value of the asset correlates directly to the health of the network, and maybe it’s time to start talking about ETH more as a community.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
3:00 Justin Drake en Español
6:30 The ETH Roadmap
9:30 Ultrasound Money
12:40 Deflationary Monetary Policy
17:55 Changing the Narrative
19:00 zkEVM
22:30 Justin in Colombia
Resources:
Justin Drake
https://twitter.com/drakefjustin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
We’re speaking with Justin Drake about his talk at Devcon—the only conversation about ETH the asset.
What are the next steps for Ether? The value of the asset correlates directly to the health of the network, and maybe it’s time to start talking about ETH more as a community.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
3:00 Justin Drake en Español
6:30 The ETH Roadmap
9:30 Ultrasound Money
12:40 Deflationary Monetary Policy
17:55 Changing the Narrative
19:00 zkEVM
22:30 Justin in Colombia
Resources:
Justin Drake
https://twitter.com/drakefjustin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Dankrad Feist is leading the charge of Danksharding, expressed through proto-danksharding in EIP-4844.
The Layer 2 Wars are heating up, and Dankrad’s here to talk about it.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
2:30 Dankrad
4:00 Vibes & Morale
5:30 Post-Merge Ethereum
7:30 Danksharding
10:16 New Opportunities
11:55 Unlocking Use Cases
13:45 The Layer 2 Wars
Resources:
Dankrad
https://twitter.com/dankrad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Dankrad Feist is leading the charge of Danksharding, expressed through proto-danksharding in EIP-4844.
The Layer 2 Wars are heating up, and Dankrad’s here to talk about it.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
2:30 Dankrad
4:00 Vibes & Morale
5:30 Post-Merge Ethereum
7:30 Danksharding
10:16 New Opportunities
11:55 Unlocking Use Cases
13:45 The Layer 2 Wars
Resources:
Dankrad
https://twitter.com/dankrad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Péter Szilágyi is a Core Developer for Ethereum, building the Geth client. One of the most important people in the Ethereum ecosystem, Peter has been tirelessly building critical infrastructure for the last 8 years.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
3:00 Building Geth
5:25 Emerging Worlds
7:42 Forking Geth
9:15 The App Layer
13:30 A Helpful Community
17:09 Ethereum’s Weaknesses
21:00 The Purpose of Ethereum
Resources:
Peter
https://twitter.com/peter_szilagyi
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Péter Szilágyi is a Core Developer for Ethereum, building the Geth client. One of the most important people in the Ethereum ecosystem, Peter has been tirelessly building critical infrastructure for the last 8 years.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
3:00 Building Geth
5:25 Emerging Worlds
7:42 Forking Geth
9:15 The App Layer
13:30 A Helpful Community
17:09 Ethereum’s Weaknesses
21:00 The Purpose of Ethereum
Resources:
Peter
https://twitter.com/peter_szilagyi
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Aya Miyaguchi is the executive director of the Ethereum Foundation. She is one of the leaders of Devcon, powering the cultural experience of this monumental conference.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
2:30 Aya at Devcon
4:40 Selecting Cities
6:30 Culture
8:16 Post-Merge Ethereum
10:08 Lifestyle & Expectations
13:30 Looking Forward
Resources:
Aya
https://twitter.com/AyaMiyagotchi
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.
Aya Miyaguchi is the executive director of the Ethereum Foundation. She is one of the leaders of Devcon, powering the cultural experience of this monumental conference.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
2:30 Aya at Devcon
4:40 Selecting Cities
6:30 Culture
8:16 Post-Merge Ethereum
10:08 Lifestyle & Expectations
13:30 Looking Forward
Resources:
Aya
https://twitter.com/AyaMiyagotchi
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bartek is the founder of Layer 2 Beat, finding himself in the middle of what we’re calling the Layer 2 Wars. Previously at MakerDAO, Bartek is pioneering the one-stop platform for the Layer 2 landscape.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
2:30 Bartek in Colombia
4:00 Fixing Layer 2
7:25 Building and Forking
9:45 zkEVM
13:30 EVM Equivalence
14:30 Optimism Bedrock
Resources:
Bartek Kiepuszewski
https://twitter.com/bkiepuszewski
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Bartek is the founder of Layer 2 Beat, finding himself in the middle of what we’re calling the Layer 2 Wars. Previously at MakerDAO, Bartek is pioneering the one-stop platform for the Layer 2 landscape.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
2:30 Bartek in Colombia
4:00 Fixing Layer 2
7:25 Building and Forking
9:45 zkEVM
13:30 EVM Equivalence
14:30 Optimism Bedrock
Resources:
Bartek Kiepuszewski
https://twitter.com/bkiepuszewski
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Kevin Owocki has moved on from Gitcoin and recently founded Supermodular, the venture studio built on top of Gitcoin to help promote digital public goods in the crypto ecosystem.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
3:00 Kevin and Schelling Point
7:15 All Time Cultural High
10:30 Supermodular
14:15 Legacy
Resources:
Kevin Owoki
https://twitter.com/owocki
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Kevin Owocki has moved on from Gitcoin and recently founded Supermodular, the venture studio built on top of Gitcoin to help promote digital public goods in the crypto ecosystem.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
3:00 Kevin and Schelling Point
7:15 All Time Cultural High
10:30 Supermodular
14:15 Legacy
Resources:
Kevin Owoki
https://twitter.com/owocki
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-ben-hunt
Joining us today for his second appearance on Bankless, the macro narrative gigabrain, Ben Hunt. Ben is an investor and creator of Epsilon Theory, a website, and community that examines markets through the lenses of game theory and history.
On today’s episode, Ben shares his rich insights on the U.S.’s current macro landscape by taking us through a brief history of the past, why our political coordination game is broken, and of course–who’s stealing the wealth.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
7:43 Unique Time in History?
11:56 Repricing Money
18:48 What’s Different?
22:24 US Wealth Growth vs. US GDP Growth
30:55 Hollowness
42:06 Stealing the Future
50:09 Kicking the Can Down the Road
55:23 The Widening Gyre
1:00:48 Political Coordination Game
1:06:26 Constitutional Apportionment Amendment
1:12:27 Common Denominators
1:15:14 Bitcoin
1:25:12 Tornado Cash & Freedom Narrative
1:32:53 Do We Have Hope?
1:34:28 Closing & Disclaimers
Resources:
Ben Hunt
https://twitter.com/EpsilonTheory
Epsilon Theory
https://www.epsilontheory.com/
Ben’s 1st Bankless Appearance
https://youtu.be/JlMooJyaFBc
Hollowed Out (“Hollow Men, Hollow Markets, Hollow World”)
https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/
The Widening Gyre
https://www.epsilontheory.com/the-widening-gyre/
In Praise of Bitcoin
https://www.epsilontheory.com/in-praise-of-bitcoin/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-ben-hunt
Joining us today for his second appearance on Bankless, the macro narrative gigabrain, Ben Hunt. Ben is an investor and creator of Epsilon Theory, a website, and community that examines markets through the lenses of game theory and history.
On today’s episode, Ben shares his rich insights on the U.S.’s current macro landscape by taking us through a brief history of the past, why our political coordination game is broken, and of course–who’s stealing the wealth.
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Timestamps:
0:00 Intro
7:43 Unique Time in History?
11:56 Repricing Money
18:48 What’s Different?
22:24 US Wealth Growth vs. US GDP Growth
30:55 Hollowness
42:06 Stealing the Future
50:09 Kicking the Can Down the Road
55:23 The Widening Gyre
1:00:48 Political Coordination Game
1:06:26 Constitutional Apportionment Amendment
1:12:27 Common Denominators
1:15:14 Bitcoin
1:25:12 Tornado Cash & Freedom Narrative
1:32:53 Do We Have Hope?
1:34:28 Closing & Disclaimers
Resources:
Ben Hunt
https://twitter.com/EpsilonTheory
Epsilon Theory
https://www.epsilontheory.com/
Ben’s 1st Bankless Appearance
https://youtu.be/JlMooJyaFBc
Hollowed Out (“Hollow Men, Hollow Markets, Hollow World”)
https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/
The Widening Gyre
https://www.epsilontheory.com/the-widening-gyre/
In Praise of Bitcoin
https://www.epsilontheory.com/in-praise-of-bitcoin/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
3rd Week of October, 2022
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Topics Covered
0:00 Intro
2:10 Push
https://bankless.cc/Push
4:12 MARKETS
4:14 BTC Price
4:20 ETH Price
5:21 ETH/BTC
6:25 Total Crypto Market Cap
6:41 30 Year Fixed Mortgage Rates Hit 7.15%
https://twitter.com/GRDecter/status/1582525803849711618
10:23 US01Y Driving Entire $500T Global Finance System
https://twitter.com/saylor/status/1581691051592454144
11:41 The Burn Continues
https://ultrasound.money/
14:18 Euler ATH
https://twitter.com/DefiLlama/status/1582456499204259841
14:25 Alpha Leak
https://youtu.be/S18KEgxG60I
14:57 Music NFTs Are Real?
https://twitter.com/tokenterminal/status/1583045759402139648
20:55 Regulating Crypto…DCCPA & SBF
https://twitter.com/alliancedao/thread/1582800340520312833
https://twitter.com/jchervinsky/status/1582712466001129473
28:00 SBF’s Thoughts on Crypto Regulation
https://twitter.com/SBF_FTX/status/1582835426116575235
https://www.ftxpolicy.com/posts/possible-digital-asset-industry-standards
29:30 RSA Take
https://twitter.com/RyanSAdams/status/1582842277948362753
34:30 SBF vs. Community
https://twitter.com/iamDCinvestor/status/1582864821241794560
https://twitter.com/scott_lew_is/status/1582452902500499456
https://twitter.com/scott_lew_is/status/1583105661159632897
38:20 Aptos Debut Bomb
https://twitter.com/aptoslabs/status/1582085109016014849
40:10 ‘Aptos is Broken’ Thread
https://twitter.com/ParadigmEng420/thread/1582121408548651009
43:25 Community Takes
https://twitter.com/iamDCinvestor/status/1582671611836387328
https://twitter.com/cobie/status/1582168143715536896
https://twitter.com/sassal0x/status/1582162466867277824
46:30 Ethereum Censorship
46:45 51% of ETH Blocks OFAC Compliant
https://www.reddit.com/r/CryptoCurrency/comments/y413q8/in_the_last_24hrs_51_of_eth_blocks_were_censored/
https://www.mevwatch.info/
https://www.coindesk.com/tech/2022/10/14/censored-ethereum-blocks-hit-the-51-threshold-over-the-past-24-hours
https://twitter.com/basileSportif/thread/1581906143538221058
https://twitter.com/VitalikButerin/status/1582019760539471878
58:25 ETH
58:27 Flashbots Reveals New Version of Its Key Ethereum Software
https://www.coindesk.com/tech/2022/10/14/flashbots-reveals-new-version-of-its-key-ethereum-software/?
https://twitter.com/phildaian/status/1582873972475310081
1:00:55 zkEVM Proof Merging
https://twitter.com/zksync/thread/1582088277951062016
1:03:11 Uniswap on 8 Chains
https://twitter.com/Uniswap/status/1580996750180900865
1:04:27 NFTs
1:04:30 Buy a House On-chain
https://thedefiant.io/house-sold-as-nft
1:08:28 Reddit Onboarding Explosion
https://techcrunch.com/2022/10/18/redditors-have-created-millions-of-crypto-wallets-to-buy-nft-avatars/
1:11:05 REGULATION
1:11:10 EU Countries Must Be Ready to Block Crypto Mining - Commission
https://www.coindesk.com/policy/2022/10/18/eu-countries-must-be-ready-to-block-crypto-mining-commission-says/
1:12:50 MISC
1:12:55 Cosmos Security Vulnerability Uncovered on IBC
https://cointelegraph.com/news/cosmos-co-founder-says-a-major-security-vulnerability-has-been-uncovered-on-ibc
1:13:42 BNY Mellon Digital Asset Custody Platform
https://www.marketsmedia.com/bny-mellon-launches-digital-asset-custody-platform/
1:14:42 RELEASES
1:14:45 dYdX Credit Card Deposit
https://twitter.com/antoniomjuliano/status/1582067580285505538
1:15:40 OPCraft
https://dev.optimism.io/opcraft-autonomous-world/
1:17:27 JOBS
https://pallet.xyz/list/bankless/jobs
1:20:34 TAKES
1:20 35 BTC & ETH Worth Less
https://twitter.com/rleshner/status/1582125611052851200
1:22:20 Bankless Bigger
https://twitter.com/TrustlessState/status/1580578258822713345
1:22:58 Tom Emmer
https://twitter.com/RepTomEmmer/status/1582915646157131779
1:23:20 How to Reg Capture
https://twitter.com/DrNickA/thread/1543589492409466881
1:27:00 What David’s Bullish On
1:29:15 What Ryan’s Bullish On
1:31:28 MEME of the Week
https://twitter.com/nickwh8te/status/1582450228350709760
1:32:30 Closing & Disclosures
1:32:48 Moment of Zen
https://twitter.com/MasonVersluis/status/1583149433881255940
———
Not financial or tax advice. Do your own research.
https://www.bankless.com/disclosures
3rd Week of October, 2022
📣 Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
📡 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
👾 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/fuel
Topics Covered
0:00 Intro
2:10 Push
https://bankless.cc/Push
4:12 MARKETS
4:14 BTC Price
4:20 ETH Price
5:21 ETH/BTC
6:25 Total Crypto Market Cap
6:41 30 Year Fixed Mortgage Rates Hit 7.15%
https://twitter.com/GRDecter/status/1582525803849711618
10:23 US01Y Driving Entire $500T Global Finance System
https://twitter.com/saylor/status/1581691051592454144
11:41 The Burn Continues
https://ultrasound.money/
14:18 Euler ATH
https://twitter.com/DefiLlama/status/1582456499204259841
14:25 Alpha Leak
https://youtu.be/S18KEgxG60I
14:57 Music NFTs Are Real?
https://twitter.com/tokenterminal/status/1583045759402139648
20:55 Regulating Crypto…DCCPA & SBF
https://twitter.com/alliancedao/thread/1582800340520312833
https://twitter.com/jchervinsky/status/1582712466001129473
28:00 SBF’s Thoughts on Crypto Regulation
https://twitter.com/SBF_FTX/status/1582835426116575235
https://www.ftxpolicy.com/posts/possible-digital-asset-industry-standards
29:30 RSA Take
https://twitter.com/RyanSAdams/status/1582842277948362753
34:30 SBF vs. Community
https://twitter.com/iamDCinvestor/status/1582864821241794560
https://twitter.com/scott_lew_is/status/1582452902500499456
https://twitter.com/scott_lew_is/status/1583105661159632897
38:20 Aptos Debut Bomb
https://twitter.com/aptoslabs/status/1582085109016014849
40:10 ‘Aptos is Broken’ Thread
https://twitter.com/ParadigmEng420/thread/1582121408548651009
43:25 Community Takes
https://twitter.com/iamDCinvestor/status/1582671611836387328
https://twitter.com/cobie/status/1582168143715536896
https://twitter.com/sassal0x/status/1582162466867277824
46:30 Ethereum Censorship
46:45 51% of ETH Blocks OFAC Compliant
https://www.reddit.com/r/CryptoCurrency/comments/y413q8/in_the_last_24hrs_51_of_eth_blocks_were_censored/
https://www.mevwatch.info/
https://www.coindesk.com/tech/2022/10/14/censored-ethereum-blocks-hit-the-51-threshold-over-the-past-24-hours
https://twitter.com/basileSportif/thread/1581906143538221058
https://twitter.com/VitalikButerin/status/1582019760539471878
58:25 ETH
58:27 Flashbots Reveals New Version of Its Key Ethereum Software
https://www.coindesk.com/tech/2022/10/14/flashbots-reveals-new-version-of-its-key-ethereum-software/?
https://twitter.com/phildaian/status/1582873972475310081
1:00:55 zkEVM Proof Merging
https://twitter.com/zksync/thread/1582088277951062016
1:03:11 Uniswap on 8 Chains
https://twitter.com/Uniswap/status/1580996750180900865
1:04:27 NFTs
1:04:30 Buy a House On-chain
https://thedefiant.io/house-sold-as-nft
1:08:28 Reddit Onboarding Explosion
https://techcrunch.com/2022/10/18/redditors-have-created-millions-of-crypto-wallets-to-buy-nft-avatars/
1:11:05 REGULATION
1:11:10 EU Countries Must Be Ready to Block Crypto Mining - Commission
https://www.coindesk.com/policy/2022/10/18/eu-countries-must-be-ready-to-block-crypto-mining-commission-says/
1:12:50 MISC
1:12:55 Cosmos Security Vulnerability Uncovered on IBC
https://cointelegraph.com/news/cosmos-co-founder-says-a-major-security-vulnerability-has-been-uncovered-on-ibc
1:13:42 BNY Mellon Digital Asset Custody Platform
https://www.marketsmedia.com/bny-mellon-launches-digital-asset-custody-platform/
1:14:42 RELEASES
1:14:45 dYdX Credit Card Deposit
https://twitter.com/antoniomjuliano/status/1582067580285505538
1:15:40 OPCraft
https://dev.optimism.io/opcraft-autonomous-world/
1:17:27 JOBS
https://pallet.xyz/list/bankless/jobs
1:20:34 TAKES
1:20 35 BTC & ETH Worth Less
https://twitter.com/rleshner/status/1582125611052851200
1:22:20 Bankless Bigger
https://twitter.com/TrustlessState/status/1580578258822713345
1:22:58 Tom Emmer
https://twitter.com/RepTomEmmer/status/1582915646157131779
1:23:20 How to Reg Capture
https://twitter.com/DrNickA/thread/1543589492409466881
1:27:00 What David’s Bullish On
1:29:15 What Ryan’s Bullish On
1:31:28 MEME of the Week
https://twitter.com/nickwh8te/status/1582450228350709760
1:32:30 Closing & Disclosures
1:32:48 Moment of Zen
https://twitter.com/MasonVersluis/status/1583149433881255940
———
Not financial or tax advice. Do your own research.
https://www.bankless.com/disclosures
Arbitrum acquires Prysmatic! Hear all about the deal and what it means for both teams, the future of Ethereum, and the space writ large.
Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
10:00 How the Acquisition Happened
13:45 Prysmatic Big W's
15:15 Ethereum W's
16:08 Prysmatic Origins
23:20 What Happens Next at Prysmatic
24:50 Arbitrum's Contribution
30:37 Credible Neutrality Concerns
35:25 Open Source Ethos
43:43 Vitalik's Take
49:47 Acquisition Concerns
53:10 Arbitrum Access
56:00 Prysmatic Worth
57:56 Wen Arb Token
58:20 Closing & Disclaimers
Resources:
Steven Goldfeder
https://twitter.com/sgoldfed
Preston Van Loon
https://twitter.com/preston_vanloon
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
Arbitrum acquires Prysmatic! Hear all about the deal and what it means for both teams, the future of Ethereum, and the space writ large.
Push | Try the Communication Protocol of Web3
https://bankless.cc/Push
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
DESO | DECENTRALIZED SOCIAL BLOCKCHAIN
https://bankless.cc/Deso
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
10:00 How the Acquisition Happened
13:45 Prysmatic Big W's
15:15 Ethereum W's
16:08 Prysmatic Origins
23:20 What Happens Next at Prysmatic
24:50 Arbitrum's Contribution
30:37 Credible Neutrality Concerns
35:25 Open Source Ethos
43:43 Vitalik's Take
49:47 Acquisition Concerns
53:10 Arbitrum Access
56:00 Prysmatic Worth
57:56 Wen Arb Token
58:20 Closing & Disclaimers
Resources:
Steven Goldfeder
https://twitter.com/sgoldfed
Preston Van Loon
https://twitter.com/preston_vanloon
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-noah
Noah Smith is a writer economist, with fiercely independent takes that he articulates with precision and clarity. We see him as a knowledgable crypto outsider, which is a rare trait we've seen throughout the posts on his blog, Noahpinion.
In today's episode, we cover geopolitics in broad strokes—Noah thinks we're already at war in the form of an economic showdown between the New Allies and New Axis.
We also turn to crypto, where Noah gives his bull case while also addressing some misconceptions he sees in the crypto community.
The sum of all of this is an episode title we thought we'd never see on Bankless—The Future is Fiat.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
🔐 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
6:00 Noah Smith Respects Nerds
11:00 The War Economy
19:20 The New Axis
23:30 Battle of the Titans
30:50 Different Capabilities
35:02 Why Does This Matter?
39:00 Taiwan
45:20 Sanctioning China
50:35 The Path to War
57:15 High Level Crypto
1:02:20 Crypto In Conflict
1:09:45 Weakening Nation States
1:15:40 Crypto Misconceptions
1:26:10 A New Economy
1:32:10 Ponzis
1:40:48 The Fate of the Dollar
1:45:25 Bullish Rabbits
Resources:
Noah Smith
https://twitter.com/Noahpinion?s=20&t=kKYOtZ37UkLtwZ4WGmDT6Q
Noahpinion
https://noahpinion.substack.com/
Freedom's Forge
https://www.amazon.com/Freedoms-Forge-American-Business-Produced/dp/0812982045
NOAH'S WRITING:
The War Economy
https://noahpinion.substack.com/p/the-war-economy-sizing-up-the-new
The Danger Zone
https://noahpinion.substack.com/p/book-review-danger-zone
Could We Sanction China?
https://noahpinion.substack.com/p/could-we-sanction-china-if-we-had
Blockchains, Dollarization, and Capital
https://noahpinion.substack.com/p/blockchains-dollarization-and-capital
Room for One More Bubble
https://noahpinion.substack.com/p/i-think-bitcoin-has-room-for-one
Economic Misconceptions of the Crypto World
https://noahpinion.substack.com/p/economic-misconceptions-of-the-crypto
Amway Culture
https://noahpinion.substack.com/p/is-web3-culture-similar-to-amway
Central Bank Digital Currencies
https://noahpinion.substack.com/p/central-bank-digital-currencies-are
NFTs Will Probably Be Back
https://noahpinion.substack.com/p/nfts-will-probably-be-back
Beating Inflation
https://noahpinion.substack.com/p/how-much-will-beating-inflation-hurt
No, America is Not Collapsing
https://noahpinion.substack.com/p/no-america-is-not-collapsing
Techno-Optimism
https://noahpinion.substack.com/p/techno-optimism-for-2022
Lovecraftian Intelligence
https://noahpinion.substack.com/p/lovecraftian-intelligence?sd=pf
Sci-Fi Futures We Didn't Get
https://noahpinion.substack.com/p/the-sci-fi-futures-we-didnt-get
New Industrialism
https://noahpinion.substack.com/p/a-new-industrialist-roundup
Liberalism is Resilient
https://noahpinion.substack.com/p/liberalism-is-resilient
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-noah
Noah Smith is a writer economist, with fiercely independent takes that he articulates with precision and clarity. We see him as a knowledgable crypto outsider, which is a rare trait we've seen throughout the posts on his blog, Noahpinion.
In today's episode, we cover geopolitics in broad strokes—Noah thinks we're already at war in the form of an economic showdown between the New Allies and New Axis.
We also turn to crypto, where Noah gives his bull case while also addressing some misconceptions he sees in the crypto community.
The sum of all of this is an episode title we thought we'd never see on Bankless—The Future is Fiat.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 TRUEFI | CRYPTO FINANCIAL HUB
https://bankless.cc/TrueFi
🔐 SEQUENCE | ALL-IN-ONE PLATFORM
https://bankless.cc/Sequence
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
6:00 Noah Smith Respects Nerds
11:00 The War Economy
19:20 The New Axis
23:30 Battle of the Titans
30:50 Different Capabilities
35:02 Why Does This Matter?
39:00 Taiwan
45:20 Sanctioning China
50:35 The Path to War
57:15 High Level Crypto
1:02:20 Crypto In Conflict
1:09:45 Weakening Nation States
1:15:40 Crypto Misconceptions
1:26:10 A New Economy
1:32:10 Ponzis
1:40:48 The Fate of the Dollar
1:45:25 Bullish Rabbits
Resources:
Noah Smith
https://twitter.com/Noahpinion?s=20&t=kKYOtZ37UkLtwZ4WGmDT6Q
Noahpinion
https://noahpinion.substack.com/
Freedom's Forge
https://www.amazon.com/Freedoms-Forge-American-Business-Produced/dp/0812982045
NOAH'S WRITING:
The War Economy
https://noahpinion.substack.com/p/the-war-economy-sizing-up-the-new
The Danger Zone
https://noahpinion.substack.com/p/book-review-danger-zone
Could We Sanction China?
https://noahpinion.substack.com/p/could-we-sanction-china-if-we-had
Blockchains, Dollarization, and Capital
https://noahpinion.substack.com/p/blockchains-dollarization-and-capital
Room for One More Bubble
https://noahpinion.substack.com/p/i-think-bitcoin-has-room-for-one
Economic Misconceptions of the Crypto World
https://noahpinion.substack.com/p/economic-misconceptions-of-the-crypto
Amway Culture
https://noahpinion.substack.com/p/is-web3-culture-similar-to-amway
Central Bank Digital Currencies
https://noahpinion.substack.com/p/central-bank-digital-currencies-are
NFTs Will Probably Be Back
https://noahpinion.substack.com/p/nfts-will-probably-be-back
Beating Inflation
https://noahpinion.substack.com/p/how-much-will-beating-inflation-hurt
No, America is Not Collapsing
https://noahpinion.substack.com/p/no-america-is-not-collapsing
Techno-Optimism
https://noahpinion.substack.com/p/techno-optimism-for-2022
Lovecraftian Intelligence
https://noahpinion.substack.com/p/lovecraftian-intelligence?sd=pf
Sci-Fi Futures We Didn't Get
https://noahpinion.substack.com/p/the-sci-fi-futures-we-didnt-get
New Industrialism
https://noahpinion.substack.com/p/a-new-industrialist-roundup
Liberalism is Resilient
https://noahpinion.substack.com/p/liberalism-is-resilient
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
2nd Week of October, 2022
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
6:30 Galxe
https://bankless.cc/Galxe
8:00 MARKETS
10:30 Macro Markets CPI
https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report
13:00 The Selloff
https://twitter.com/tradingview/status/1580537107378221057
15:20 Volatility
https://twitter.com/zerohedge/status/1578489043171807232
17:15 Erasing the Bull Market
https://twitter.com/biancoresearch/status/1580553494766854145
18:30 Ultra Sound ETH
https://ultrasound.money/
23:00 DevCon Announcements
24:20 Scroll zkEVM Testnet
https://twitter.com/daddysether/status/1579681127669051394
26:35 Arbitrum Acquires Prysm
https://twitter.com/arbitrum/status/1580190809701613568
29:55 zkSync Pathfinder L3 Testnet
https://www.theblock.co/post/175823/zksync-says-layer-3-testnet-pathfinder-will-launch-in-q1-2023
31:20 Polygon zkEVM Testnet
https://twitter.com/sandeepnailwal/status/1579501728793518081?
33:52 Supermodular
https://twitter.com/owocki/status/1579508166613946368
35:45 Binance HACK
https://twitter.com/bnbchain/status/1578148078636650496
37:20 2 Million Token Exploit
https://twitter.com/bnbchain/status/1578148078636650496
Damage - https://twitter.com/SlowMist_Team/status/1578220472373649408
38:30 How it Happened
https://twitter.com/samczsun/status/1578167198203289600
39:50 Freezing Blockchains
https://github.com/bnb-chain/bsc/releases/tag/v1.1.15
45:45 David Sues the Treasury
https://www.theblock.co/post/176701/coin-center-sues-treasury-over-tornado-cash-sanctions
47:40 Fighting for Privacy Rights
https://twitter.com/jerrybrito/status/1580237327364157440
48:40 The Complaint
https://www.coincenter.org/app/uploads/2022/10/1-Complaint-Coin-Center-10-12-22.pdf
50:45 Fighting for Shaq
https://twitter.com/TrustlessState/status/1580253035804372993
53:50 The Coincenter Mullet
https://gitcoin.co/coincenter
57:00 All Time Hacks
https://www.financialexpress.com/blockchain/octobers-the-biggest-month-in-crypto-hacks-chainalysis/
58:50 Mango $100m Hack
https://decrypt.co/111727/solana-defi-trading-platform-mango-markets-loses-100m-in-hack
Proposal - https://twitter.com/alex_valaitis/status/1580017142132805632
1:00:45 Solving Hacks
https://twitter.com/RyanSAdams/status/1580569612055629824
1:03:10 Across Airdrop
https://twitter.com/acrossprotocol/status/1579849755760287744
1:04:35 PayPal Censorship
https://twitter.com/davidmarcus/status/1578795041719750663
1:09:00 Celsius Users Doxxed
https://fortune.com/crypto/2022/10/07/did-celsius-dox-its-customer-base/
Lark - https://twitter.com/DegenSpartan/status/1578399874009006082
1:11:19 Bored Ape SEC Probe
https://twitter.com/tier10k/status/1579870677867278336
1:15:00 RELEASES
L2beat Bridges - https://l2beat.com/bridges/tvl/
UniStark - https://twitter.com/nethermindeth/status/1578769317952647168
Google Search - https://twitter.com/hhua_/status/1579700083314282496
1:18:00 Uniswap Labs $165m Raise
https://twitter.com/Uniswap/status/1580532185597026306
1:20:00 TAKES
1:21:00 Coinbase Documentary
https://twitter.com/trustlessstate/status/1578551874520723456
1:23:10 Gary Gensler
https://twitter.com/RepHuizenga/status/1578383374447689731
1:23:45 Back to 2018
https://twitter.com/RyanSAdams/status/1579859121402449920
1:25:00 What David’s Bullish On
https://twitter.com/TrustlessState/status/1580447738067841024
1:28:55 What Ryan’s Bullish On
https://twitter.com/RyanSAdams/status/1580185912260014086
1:31:10 MEME of the Week
https://i.redd.it/tb9ffr78cds91.jpg
———
Not financial or tax advice. Do your own research.
2nd Week of October, 2022
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
6:30 Galxe
https://bankless.cc/Galxe
8:00 MARKETS
10:30 Macro Markets CPI
https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report
13:00 The Selloff
https://twitter.com/tradingview/status/1580537107378221057
15:20 Volatility
https://twitter.com/zerohedge/status/1578489043171807232
17:15 Erasing the Bull Market
https://twitter.com/biancoresearch/status/1580553494766854145
18:30 Ultra Sound ETH
https://ultrasound.money/
23:00 DevCon Announcements
24:20 Scroll zkEVM Testnet
https://twitter.com/daddysether/status/1579681127669051394
26:35 Arbitrum Acquires Prysm
https://twitter.com/arbitrum/status/1580190809701613568
29:55 zkSync Pathfinder L3 Testnet
https://www.theblock.co/post/175823/zksync-says-layer-3-testnet-pathfinder-will-launch-in-q1-2023
31:20 Polygon zkEVM Testnet
https://twitter.com/sandeepnailwal/status/1579501728793518081?
33:52 Supermodular
https://twitter.com/owocki/status/1579508166613946368
35:45 Binance HACK
https://twitter.com/bnbchain/status/1578148078636650496
37:20 2 Million Token Exploit
https://twitter.com/bnbchain/status/1578148078636650496
Damage - https://twitter.com/SlowMist_Team/status/1578220472373649408
38:30 How it Happened
https://twitter.com/samczsun/status/1578167198203289600
39:50 Freezing Blockchains
https://github.com/bnb-chain/bsc/releases/tag/v1.1.15
45:45 David Sues the Treasury
https://www.theblock.co/post/176701/coin-center-sues-treasury-over-tornado-cash-sanctions
47:40 Fighting for Privacy Rights
https://twitter.com/jerrybrito/status/1580237327364157440
48:40 The Complaint
https://www.coincenter.org/app/uploads/2022/10/1-Complaint-Coin-Center-10-12-22.pdf
50:45 Fighting for Shaq
https://twitter.com/TrustlessState/status/1580253035804372993
53:50 The Coincenter Mullet
https://gitcoin.co/coincenter
57:00 All Time Hacks
https://www.financialexpress.com/blockchain/octobers-the-biggest-month-in-crypto-hacks-chainalysis/
58:50 Mango $100m Hack
https://decrypt.co/111727/solana-defi-trading-platform-mango-markets-loses-100m-in-hack
Proposal - https://twitter.com/alex_valaitis/status/1580017142132805632
1:00:45 Solving Hacks
https://twitter.com/RyanSAdams/status/1580569612055629824
1:03:10 Across Airdrop
https://twitter.com/acrossprotocol/status/1579849755760287744
1:04:35 PayPal Censorship
https://twitter.com/davidmarcus/status/1578795041719750663
1:09:00 Celsius Users Doxxed
https://fortune.com/crypto/2022/10/07/did-celsius-dox-its-customer-base/
Lark - https://twitter.com/DegenSpartan/status/1578399874009006082
1:11:19 Bored Ape SEC Probe
https://twitter.com/tier10k/status/1579870677867278336
1:15:00 RELEASES
L2beat Bridges - https://l2beat.com/bridges/tvl/
UniStark - https://twitter.com/nethermindeth/status/1578769317952647168
Google Search - https://twitter.com/hhua_/status/1579700083314282496
1:18:00 Uniswap Labs $165m Raise
https://twitter.com/Uniswap/status/1580532185597026306
1:20:00 TAKES
1:21:00 Coinbase Documentary
https://twitter.com/trustlessstate/status/1578551874520723456
1:23:10 Gary Gensler
https://twitter.com/RepHuizenga/status/1578383374447689731
1:23:45 Back to 2018
https://twitter.com/RyanSAdams/status/1579859121402449920
1:25:00 What David’s Bullish On
https://twitter.com/TrustlessState/status/1580447738067841024
1:28:55 What Ryan’s Bullish On
https://twitter.com/RyanSAdams/status/1580185912260014086
1:31:10 MEME of the Week
https://i.redd.it/tb9ffr78cds91.jpg
———
Not financial or tax advice. Do your own research.
Dan Held is a widely known educator in the Bitcoin Universe. Formerly the director of growth marking at Kraken, he’s now an independent content creator at the Held Report and an advisor to Trust Machines.
In today’s State of the Nation, we explore a new extremist sub-division of the Bitcoin movement: Bitcoin Fundamentalism.
Is there a divide growing in the Bitcoin Community? Why are Dan Held and other Bitcoiners frustrated with this cohort? What is Bitcoin Fundamentalism, and what does it mean for the future direction of the Bitcoin Community?
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
8:00 Say No To Bitcoin Fundamentalism
13:10 What is Fundamentalism?
21:00 Nic Carter
27:12 Brain Drain
31:00 The Rationalists
39:00 Wealthy then Healthy
44:00 Cyber Hornets
53:40 What’s at Stake Here?
1:01:00 Trust Machine
1:03:32 The Bitcoin Ecosystem
Resources:
Dan Held
https://twitter.com/danheld
Trust Machines
https://twitter.com/trustmachinesco
The Held Report
https://www.theheldreport.com/
Nic Carter Episode
https://youtu.be/BjTeLtuKs1A
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Dan Held is a widely known educator in the Bitcoin Universe. Formerly the director of growth marking at Kraken, he’s now an independent content creator at the Held Report and an advisor to Trust Machines.
In today’s State of the Nation, we explore a new extremist sub-division of the Bitcoin movement: Bitcoin Fundamentalism.
Is there a divide growing in the Bitcoin Community? Why are Dan Held and other Bitcoiners frustrated with this cohort? What is Bitcoin Fundamentalism, and what does it mean for the future direction of the Bitcoin Community?
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
8:00 Say No To Bitcoin Fundamentalism
13:10 What is Fundamentalism?
21:00 Nic Carter
27:12 Brain Drain
31:00 The Rationalists
39:00 Wealthy then Healthy
44:00 Cyber Hornets
53:40 What’s at Stake Here?
1:01:00 Trust Machine
1:03:32 The Bitcoin Ecosystem
Resources:
Dan Held
https://twitter.com/danheld
Trust Machines
https://twitter.com/trustmachinesco
The Held Report
https://www.theheldreport.com/
Nic Carter Episode
https://youtu.be/BjTeLtuKs1A
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Parker Jay-Pachirat is a founding member of Boys Club and a venture capitalist at FinTech Collective.
Driven by data and challenging assumptions, Parker takes a deeply individual approach to the crypto space, studying systems and power structures at a broad scale.
Join us as we dive into the basement level of crypto, the philosophical and ideological levers that lay foundation for this political, cultural, and economic movement.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
4:00 Parker Jay-Pachirat
7:30 Critical Theory
12:20 Governance and Power
15:01 Historical Connections
19:30 Tribes
23:30 The Regulation Example
29:05 What are our Values?
34:00 Diversity and Unity
43:00 Making Rules
52:25 Enabling Change
59:50 Law and Culture
1:07:40 Expressing Values
1:16:30 Looking Forward
Resources:
Parker Jay-Pachirat
https://twitter.com/parkerjayp
Boys Club
https://twitter.com/BoysClubCrypto
Fintech Collective
https://twitter.com/fintech_io
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Parker Jay-Pachirat is a founding member of Boys Club and a venture capitalist at FinTech Collective.
Driven by data and challenging assumptions, Parker takes a deeply individual approach to the crypto space, studying systems and power structures at a broad scale.
Join us as we dive into the basement level of crypto, the philosophical and ideological levers that lay foundation for this political, cultural, and economic movement.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
4:00 Parker Jay-Pachirat
7:30 Critical Theory
12:20 Governance and Power
15:01 Historical Connections
19:30 Tribes
23:30 The Regulation Example
29:05 What are our Values?
34:00 Diversity and Unity
43:00 Making Rules
52:25 Enabling Change
59:50 Law and Culture
1:07:40 Expressing Values
1:16:30 Looking Forward
Resources:
Parker Jay-Pachirat
https://twitter.com/parkerjayp
Boys Club
https://twitter.com/BoysClubCrypto
Fintech Collective
https://twitter.com/fintech_io
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/the-cosmos-thesis-debrief
Sunny Agarwal and Zaki Manian are crypto OGs that have been in the Cosmos ecosystem and community from the very beginning. Sunny started the Blockchain at Berkeley, the largest student organization for crypto in the world, and also co-hosts the Epicenter podcast. Zaki is helping ship Cosmos’s IBC, is working on the validator ecosystem, and is also an advisor to the Electric Coin Company, the org behind Zcash and is also a co-founder of Iqlusion.
On today’s episode, Sunny and Zaki share what the Cosmos Thesis is, how Cosmos is similar and different to Ethereum, and what Cosmos’s ATOM 2.0 unlocks for the ecosystem.
Zero to 60 in one episode. This is the Cosmos Thesis.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
8:05 Zaki & Sunny
10:08 The Cosmosverse Conference
18:38 Cosmos’s Central Thesis
23:10 Metaphors & Ethereum vs. Cosmos
29:18 Trade-offs
36:13 Monetary Premium Thoughts
40:18 Osmosis & Power Laws
48:24 Stablecoins on Cosmos
54:13 L2s vs. Cosmos
1:09:11 Cosmos vs. Polkadot
1:14:52 MEV Problems & Solutions
1:23:24 ATOM 2.0
1:32:16 Mesh & Interchain Security
1:41:50 Does ATOM Break Top 10 Tokens?
1:43:43 Will ATOM Flip ETH?
1:44:50 The Future of Cosmos
1:49:03 How to Explore Cosmos
1:50:44 Closing & Disclosures
Resources:
Sunny Aggarwal
https://twitter.com/sunnya97
Zaki Manian
https://twitter.com/zmanian
ATOM 2.0
https://forum.cosmos.network/t/proposal-draft-a-new-vision-for-cosmos-hub/7328
The Inevitability of UNIchain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/the-cosmos-thesis-debrief
Sunny Agarwal and Zaki Manian are crypto OGs that have been in the Cosmos ecosystem and community from the very beginning. Sunny started the Blockchain at Berkeley, the largest student organization for crypto in the world, and also co-hosts the Epicenter podcast. Zaki is helping ship Cosmos’s IBC, is working on the validator ecosystem, and is also an advisor to the Electric Coin Company, the org behind Zcash and is also a co-founder of Iqlusion.
On today’s episode, Sunny and Zaki share what the Cosmos Thesis is, how Cosmos is similar and different to Ethereum, and what Cosmos’s ATOM 2.0 unlocks for the ecosystem.
Zero to 60 in one episode. This is the Cosmos Thesis.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
8:05 Zaki & Sunny
10:08 The Cosmosverse Conference
18:38 Cosmos’s Central Thesis
23:10 Metaphors & Ethereum vs. Cosmos
29:18 Trade-offs
36:13 Monetary Premium Thoughts
40:18 Osmosis & Power Laws
48:24 Stablecoins on Cosmos
54:13 L2s vs. Cosmos
1:09:11 Cosmos vs. Polkadot
1:14:52 MEV Problems & Solutions
1:23:24 ATOM 2.0
1:32:16 Mesh & Interchain Security
1:41:50 Does ATOM Break Top 10 Tokens?
1:43:43 Will ATOM Flip ETH?
1:44:50 The Future of Cosmos
1:49:03 How to Explore Cosmos
1:50:44 Closing & Disclosures
Resources:
Sunny Aggarwal
https://twitter.com/sunnya97
Zaki Manian
https://twitter.com/zmanian
ATOM 2.0
https://forum.cosmos.network/t/proposal-draft-a-new-vision-for-cosmos-hub/7328
The Inevitability of UNIchain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures
On this episode of Alpha Leak, David is joined by Euler Co-Founder, Michael Bentley. Euler is a non-custodial, permissionless lending protocol on Ethereum with some interesting features you should know about.
This episode was recorded in early July, but the alpha is still very timely.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
4:20 Euler Explained
5:30 Compound vs. Aave vs. Euler
6:10 Limited Assets on Compound & Aave
8:56 Euler’s Approach
10:00 Euler’s Collateral Risk Strategy
16:20 Cross Tier Differentiation
17:56 Tier Walk Through
22:08 Euler’s Features & DeFi Importance
30:11 Other Euler Features
30:48 Status Quo of Liquidations
36:27 Competition
38:08 Launch Turbulence
41:55 Interest Rate Mechanism
50:47 Euler DAO & $EUL
52:37 Euler Resources
53:15 Closing & Disclaimers
Resources:
Euler Twitter
https://twitter.com/eulerfinance
Euler Website
https://www.euler.finance/
Euler White Paper
https://docs.euler.finance/getting-started/white-paper
Michael Bentley
https://twitter.com/euler_mab
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
On this episode of Alpha Leak, David is joined by Euler Co-Founder, Michael Bentley. Euler is a non-custodial, permissionless lending protocol on Ethereum with some interesting features you should know about.
This episode was recorded in early July, but the alpha is still very timely.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered:
0:00 Intro
4:20 Euler Explained
5:30 Compound vs. Aave vs. Euler
6:10 Limited Assets on Compound & Aave
8:56 Euler’s Approach
10:00 Euler’s Collateral Risk Strategy
16:20 Cross Tier Differentiation
17:56 Tier Walk Through
22:08 Euler’s Features & DeFi Importance
30:11 Other Euler Features
30:48 Status Quo of Liquidations
36:27 Competition
38:08 Launch Turbulence
41:55 Interest Rate Mechanism
50:47 Euler DAO & $EUL
52:37 Euler Resources
53:15 Closing & Disclaimers
Resources:
Euler Twitter
https://twitter.com/eulerfinance
Euler Website
https://www.euler.finance/
Euler White Paper
https://docs.euler.finance/getting-started/white-paper
Michael Bentley
https://twitter.com/euler_mab
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
First Week of October, 2022
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
2:00 Galxe
https://bankless.cc/Galxe
3:25 MARKETS
5:50 The Fed
https://time.com/nextadvisor/investing/latest-stock-market-news/
8:35 Global Markets
Japan - https://www.reuters.com/markets/asia/japan-confirm-size-yen-buying-intervention-eyes-size-war-chest-2022-09-30/
England - https://www.bankofengland.co.uk/markets/market-notices/2022/september/market-notice-28-september-2022-gilt-market-operations
9:50 Oil Reserves
https://twitter.com/EddieZipperer/status/1577658417807859712
12:30 The Pivot
https://twitter.com/matthew_pines/status/1575466006314717184
14:20 L2 All Time Usage
https://twitter.com/MSilb7/status/1576194105763590144
AVAX - https://twitter.com/jamesjho_/status/1576386383018569728
BNB - https://thedefiant.io/bnb-retail-favorite-nansen
18:30 NEWS
19:45 Credit Suisse Crisis
https://www.bloomberg.com/news/articles/2022-09-30/credit-suisse-ceo-says-firm-at-critical-moment-sees-strength
Credit Default Swaps - https://twitter.com/GrahamStephan/status/1576601663477059585
24:00 Left Hanging
https://twitter.com/DylanLeClair_/status/1576263249506410497
25:55 SEC Charges Kim Kardashian
https://twitter.com/tier10k/status/1576897832954785795
SEC Report - https://www.sec.gov/news/press-release/2022-183
28:00 Clout Chasing
https://twitter.com/mdudas/status/1577711416521494529
30:25 Influencer Officials
https://youtu.be/vbZS6tYQKIM
33:00 Picking Battles
https://twitter.com/tomhschmidt/status/1576967556815953922
36:22 Celsius GRIFTERS
https://www.coindesk.com/business/2022/10/06/celsius-top-3-execs-cashed-out-56m-in-crypto-before-bankruptcy/
38:15 Calling Out Scams
https://bankless.cc/YouTube
42:15 MakerDAO 500m Investment
https://www.coindesk.com/business/2022/10/06/stablecoin-issuer-makerdao-allocates-500m-for-treasuries-corporate-bond-investment/
Winklevoss - https://thedefiant.io/makerdao-gemini-deal
45:25 Fidelity Ethereum Index Fund
https://www.theblock.co/post/174806/fidelity-reveals-ethereum-index-fund-with-5000000-in-sales-in-new-filing
47:04 ENS Registrations
https://thedefiant.io/ens-registrations-ath-september
Top Sales - https://nonfungible.com/market-tracker/ethereumnameservice
49:16 Moonbirds DAO
https://decrypt.co/111147/moonbirds-dao-2-6m-thereum-nfts-kevin-rose-proof
50:45 Coinbase Documentary
https://twitter.com/brian_armstrong/thread/1577327143557603328
54:15 Liquidating 3AC NFTs
https://decrypt.co/111317/three-arrows-capital-cryptopunks-starry-night-ethereum-nfts
54:55 Solana Down Again
https://fortune.com/crypto/2022/10/01/solana-back-online-after-latest-outage
Uptime - https://twitter.com/RyanSAdams/status/1576222916840411142
59:25 Crypto in Africa
https://blog.chainalysis.com/reports/sub-saharan-africa-cryptocurrency-geography-report-2022-preview/
1:01:25 Tornado Cash Update
https://www.theblock.co/post/174016/arrested-tornado-cash-developer-alexey-pertsev-appeal-rejected
1:03:55 Consensys x BanklessDAO
https://twitter.com/consensys/status/1578051507769032704
1:05:24 Euler Aztec Integration
https://twitter.com/aztecnetwork/status/1576997493987868672
1:06:40 RAISES
Uniswap Labs - https://decrypt.co/110952/uniswap-labs-eyes-200m-in-fresh-funding-report
DeFiance Capital - https://twitter.com/TheBlock__/status/1575994613738999808
Horizon - https://twitter.com/0xHorizon/status/1577284097806041088
1:08:10 JOBS
https://pallet.xyz/list/bankless/jobs
1:10:00 Questions from the Nation
1:11:00 Emerging Categories
https://twitter.com/finity_mike/status/1577843386924531713
1:14:15 EVM Compatibility
https://twitter.com/A_Crypto_Dude1/status/1577694946378891264
1:15:00 TAKES
1:15:15 Start a Pod
https://twitter.com/trustlessstate/status/1577419284342530050
1:16:04 Bootstrap!
https://twitter.com/RyanSAdams/status/1578068696219746304
1:17:45 Whoops
https://twitter.com/dastormy1/status/1575956684732006400
1:19:40 What David’s Bullish On
https://imgur.com/NFQdeYG
1:22:10 What Ryan’s Bullish On
1:25:10 Memes of the Week
2022 vs 2008 - https://twitter.com/wallstreetsilv/status/1575610336496873472
Environmental Ponzi - https://twitter.com/DylanLeClair_/status/1577793279273455616
———
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
First Week of October, 2022
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
2:00 Galxe
https://bankless.cc/Galxe
3:25 MARKETS
5:50 The Fed
https://time.com/nextadvisor/investing/latest-stock-market-news/
8:35 Global Markets
Japan - https://www.reuters.com/markets/asia/japan-confirm-size-yen-buying-intervention-eyes-size-war-chest-2022-09-30/
England - https://www.bankofengland.co.uk/markets/market-notices/2022/september/market-notice-28-september-2022-gilt-market-operations
9:50 Oil Reserves
https://twitter.com/EddieZipperer/status/1577658417807859712
12:30 The Pivot
https://twitter.com/matthew_pines/status/1575466006314717184
14:20 L2 All Time Usage
https://twitter.com/MSilb7/status/1576194105763590144
AVAX - https://twitter.com/jamesjho_/status/1576386383018569728
BNB - https://thedefiant.io/bnb-retail-favorite-nansen
18:30 NEWS
19:45 Credit Suisse Crisis
https://www.bloomberg.com/news/articles/2022-09-30/credit-suisse-ceo-says-firm-at-critical-moment-sees-strength
Credit Default Swaps - https://twitter.com/GrahamStephan/status/1576601663477059585
24:00 Left Hanging
https://twitter.com/DylanLeClair_/status/1576263249506410497
25:55 SEC Charges Kim Kardashian
https://twitter.com/tier10k/status/1576897832954785795
SEC Report - https://www.sec.gov/news/press-release/2022-183
28:00 Clout Chasing
https://twitter.com/mdudas/status/1577711416521494529
30:25 Influencer Officials
https://youtu.be/vbZS6tYQKIM
33:00 Picking Battles
https://twitter.com/tomhschmidt/status/1576967556815953922
36:22 Celsius GRIFTERS
https://www.coindesk.com/business/2022/10/06/celsius-top-3-execs-cashed-out-56m-in-crypto-before-bankruptcy/
38:15 Calling Out Scams
https://bankless.cc/YouTube
42:15 MakerDAO 500m Investment
https://www.coindesk.com/business/2022/10/06/stablecoin-issuer-makerdao-allocates-500m-for-treasuries-corporate-bond-investment/
Winklevoss - https://thedefiant.io/makerdao-gemini-deal
45:25 Fidelity Ethereum Index Fund
https://www.theblock.co/post/174806/fidelity-reveals-ethereum-index-fund-with-5000000-in-sales-in-new-filing
47:04 ENS Registrations
https://thedefiant.io/ens-registrations-ath-september
Top Sales - https://nonfungible.com/market-tracker/ethereumnameservice
49:16 Moonbirds DAO
https://decrypt.co/111147/moonbirds-dao-2-6m-thereum-nfts-kevin-rose-proof
50:45 Coinbase Documentary
https://twitter.com/brian_armstrong/thread/1577327143557603328
54:15 Liquidating 3AC NFTs
https://decrypt.co/111317/three-arrows-capital-cryptopunks-starry-night-ethereum-nfts
54:55 Solana Down Again
https://fortune.com/crypto/2022/10/01/solana-back-online-after-latest-outage
Uptime - https://twitter.com/RyanSAdams/status/1576222916840411142
59:25 Crypto in Africa
https://blog.chainalysis.com/reports/sub-saharan-africa-cryptocurrency-geography-report-2022-preview/
1:01:25 Tornado Cash Update
https://www.theblock.co/post/174016/arrested-tornado-cash-developer-alexey-pertsev-appeal-rejected
1:03:55 Consensys x BanklessDAO
https://twitter.com/consensys/status/1578051507769032704
1:05:24 Euler Aztec Integration
https://twitter.com/aztecnetwork/status/1576997493987868672
1:06:40 RAISES
Uniswap Labs - https://decrypt.co/110952/uniswap-labs-eyes-200m-in-fresh-funding-report
DeFiance Capital - https://twitter.com/TheBlock__/status/1575994613738999808
Horizon - https://twitter.com/0xHorizon/status/1577284097806041088
1:08:10 JOBS
https://pallet.xyz/list/bankless/jobs
1:10:00 Questions from the Nation
1:11:00 Emerging Categories
https://twitter.com/finity_mike/status/1577843386924531713
1:14:15 EVM Compatibility
https://twitter.com/A_Crypto_Dude1/status/1577694946378891264
1:15:00 TAKES
1:15:15 Start a Pod
https://twitter.com/trustlessstate/status/1577419284342530050
1:16:04 Bootstrap!
https://twitter.com/RyanSAdams/status/1578068696219746304
1:17:45 Whoops
https://twitter.com/dastormy1/status/1575956684732006400
1:19:40 What David’s Bullish On
https://imgur.com/NFQdeYG
1:22:10 What Ryan’s Bullish On
1:25:10 Memes of the Week
2022 vs 2008 - https://twitter.com/wallstreetsilv/status/1575610336496873472
Environmental Ponzi - https://twitter.com/DylanLeClair_/status/1577793279273455616
———
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Fiskantes and Matti of Zee Prime Capital join us to share a glimpse of their collective crystal ball into the future of crypto. How does our industry go from bear to bull market again and what does the future of the space look like? Fiskantes and Matti have the answers.
Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
7:30 Are We Lost Right Now?
10:36 What Era Does This Feel Like?
17:25 Product Market Fit
23:25 Narrativeless For Now
28:02 Macro
38:00 Are Tokens Dead?
46:50 Bitcoin
54:31 Bear to Bull Market Theories
59:17 Actual DeFi 2.0
1:02:49 Web3 E-Commerce
1:07:48 Tokenizing IP
1:11:16 Web3 Social
1:16:00 Best Advice
1:22:12 Closing & Disclaimers
Resources:
Fiskantes
https://twitter.com/Fiskantes
Matti
https://twitter.com/mattigags
Matti's Article
https://wrongalot.substack.com/p/the-next-big-crypto-narrative
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Garyvee joins us to discuss what the current state of NFTs is, what's he been up to since his 1st Bankless appearance, and huge news coming out of Gary's project, VeeFriends!
Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Timestamps:
0:00 Intro
4:18 What Gary's Been Up To?
14:00 What Makes an NFT Work
17:07 Surviving the Bear Market
20:27 All-in On NFTs
21:35 Speculation
23:00 Bigger Companies Entering
28:17 Huge VeeFriends Announcement
33:04 VeeFriends Community
34:15 NFT Project Advice
36:40 What Still Needs to be Built Out?
40:08 Being Quiet
44:40 Building Mode
45:55 Crypto Currencies
47:20 Closing & Disclaimers
Resources:
Garyvee
https://garyvaynerchuk.com/
VeeFriends
https://veefriends.com/
Gary's 1st Bankless Appearance
https://youtu.be/XrQHwjqCsDw
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
On this episode of Layer Zero, David is joined by Eli Tan, NFT reporter, and Casey Craig, Global Head of Comms of Coindesk for an in-person Bankless Studio interview.
Crypto is evolving at mind-boggling rates and traditional media is having a tough time keeping up. Enter Coindesk. Reporters such as Eli and the rest of the Coindesk team are as much on the frontier as those building in crypto.
Hear how Eli and Casey fell down the crypto rabbit hole, how they got their roles at Coindesk, what challenges they face as a crypto journalism organization, and how media is keeping up with crypto.
📣 Galxe | Explore Crypto’s #1 Credential Network
https://bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
5:26 Eli’s Background
7:57 Casey’s Role at Coindesk
9:13 How Eli Got Into Crypto
14:42 Challenges of Being a Crypto Journalist
16:55 Deciding What to Cover
17:51 The Crypto Journalism Balance
19:42 Coindesk’s Niche
20:33 Coindesk’s Journey
22:35 Hiring
23:44 Coindesk’s Disclosures
27:46 Due Diligence Process
30:32 Eli’s Proudest Scoop
30:50 Constitution DAO Story
33:00 Younger vs. Older Journalists
38:44 New Media Journalists
40:52 Where to Get Alpha
43:30 Do Kwon’s Coindesk Story
46:13 Anon Leads
47:22 Generational Connections
50:20 Average Future of Crypto Journalists
52:22 Going to Journalism School
53:16 The Future of Crypto Journalism
55:28 Coindesk’s Future
57:22 Poaching From TradMedia
59:33 Hierarchy & Flat Organizations
1:05:26 Closing
Resources:
Eli Tan
https://twitter.com/elitanjourno
Casey Craig
https://twitter.com/caseycraig_
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
✨ Part I:
https://youtu.be/tKjs8bBQ3sk
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/vitalik-debrief
Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”
In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?
This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.
📣 Galxe | Explore Crypto’s #1 Credential Network
bankless.cc/Galxe
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
💠 NEXO | CRYPTO FINANCIAL HUB
https://bankless.cc/Nexo
🔐 LEDGER | NANO HARDWARE WALLETS
https://bankless.cc/Ledger
⚡️FUEL | THE MODULAR EXECUTION LAYER
https://bankless.cc/Fuelpod
Topics Covered
0:00 Intro
4:17 Is Ethereum a Network State?
11:09 What is Ethereum Then?
15:02 World Economic Forum & Globalism
20:16 Is Ethereum a DAO? What Are DAOs?
23:55 DAOs & Corporations
26:30 Ethereum’s End State
32:11 A.I. vs. Crypto
35:42 A.I. Ethics
41:50 AGI vs. Ethereum Progress
42:38 Closing & Vitalik Disclaimers
Resources:
Vitalik Roadmap Bankless Episode
https://youtu.be/b1m_PTVxD-s
Vitalik’s Vlog
https://vitalik.ca/
Vitalik’s New Book
https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/
The Ethereum Roadmap
https://twitter.com/vitalikbuterin/status/1466411377107558402
Paths to Single Slot Finality
https://notes.ethereum.org/@vbuterin/single_slot_finality
MEV Boost
https://www.mevboost.org/
DAOs are not corporations
https://vitalik.ca/general/2022/09/20/daos.html
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
5th Week of September, 2022
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
3:44 BTC Price
4:15 ETH Price
4:33 ETH/BTC Ratio
5:40 Crypto Market Cap
6:27 DYX at 20 Year High
https://www.tradingview.com/x/nRFvPloa/
9:10 U.S. Economy ~25% of World GDP
https://twitter.com/biancoresearch/status/1573699077228957697
9:50 Current Depreciation Relative to Dollar
https://www.reddit.com/r/dataisbeautiful/comments/xn13w5/oc_how_much_other_currencies_have_depreciated/
10:15 All is Not Well in the Bond Market
https://twitter.com/biancoresearch/thread/1574877075336470537
12:10 Drawdown of Equity and Fixed Income
https://twitter.com/dtapcap/status/1574883689242279941
13:35 Rumor UK Pension Funds Breaking
https://www.wsj.com/livecoverage/stock-market-news-today-09-29-2022/card/private-assets-fueled-VqnloBS8V3GaU2qzurea
17:20 ETH Economy…
https://ultrasound.money/
18:25 Miner Payouts Artificially Increased Gas Prices
https://twitter.com/Butta_eth/status/1573601195847041026
21:22 Ethereum Weekends vs. Weekdays
https://twitter.com/TrustlessState/status/1574792875539402754
22:40 Profitability New Meta?
https://tokenterminal.com/leaderboards/earnings
28:13 CFTC Prosecuting DAO Token Holders?
https://twitter.com/tier10k/status/1573069619895615488
https://www.cftc.gov/PressRoom/PressReleases/8590-22
https://twitter.com/DeFiDefenseLaw/thread/1575071268000665601
33:08 Jake Chervinsky Take
https://twitter.com/jchervinsky/status/1573082859358851073
34:10 Everything Might Be Okay?
https://twitter.com/BillHughesDC/status/1573090075004608513
34:55 Dissent! It Didn’t Have to Be This Way
https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement092222
38:26 Are NFTs Back?
38:30 Tyler Hobbes Sells 2nd Collection for $17.6m
https://twitter.com/Loopifyyy/status/1575179183864434688
https://twitter.com/Loopifyyy/status/1575180053859643393
https://twitter.com/realrubberjesus/thread/1574031608297836545
40:40 Christies 3.0 - Metaverse Auction House
https://nft.christies.com/?cid=EM_SM_O_TW_Inc_DPT____________
46:56 Disney Doubles Down
https://decrypt.co/110572/disney-pushes-further-into-crypto-defi-nfts-with-recent-job-post
51:44 $4.4M Punk Sale
https://twitter.com/cryptopunksbot/status/1575238937081221128
https://twitter.com/PabloPunkasso/status/1575245441293119488
54:00 First NFT Spotted on Instagram
https://imgur.com/BXHWP5U
57:07 Apple Wants to Impose 30% Commission on NFTs
https://cointelegraph.com/news/grotesquely-overpriced-apple-s-app-store-wants-30-cut-on-nft-sales
58:30 Tim Sweeney (Epic Games) Denounces Apple
https://twitter.com/timsweeneyepic/status/1573377990100238338
1:00:44 New Cosmos White Paper
https://www.coindesk.com/tech/2022/09/26/new-cosmos-white-paper-revamps-cosmos-hub-atom-token
1:02:44 Reversables Transactions?
https://twitter.com/kaili_jenner/status/1573727505491673088
1:05:12 Lark Bad
https://twitter.com/zachxbt/status/1575494380072611847
1:09:50 Robinhood Selects Polygon to Launch Web3 Wallet
https://blog.polygon.technology/robinhood-selects-polygon-to-launch-web3-wallet-beta/
1:10:44 SafeDAO and SAFE…
https://twitter.com/safe/status/1575047966183653376
https://safe.mirror.xyz/p1aonqM1NSZeOFN8iY2_Ms8y6Ikuz5E76HRiEPKnCEA
1:11:10 Opensea Live on Optimism
https://twitter.com/opensea/status/1574799977649422339
1:11:20 Sound Protocol
https://twitter.com/soundxyz_/status/1572633595818422272
1:12:00 USDC on 5 New Chains
https://decrypt.co/110800/circle-expands-usdc-stablecoin-support-to-five-new-blockchains
1:16:08 JOBS
https://pallet.xyz/list/bankless/jobs
1:19:18 NATION QUESTIONS
https://twitter.com/wesleytate/status/1575156426493857792
https://twitter.com/DiscoverCrypto1/status/1575171727117545477
https://twitter.com/seangilll23/status/1575490743422005249
1:30:00 TAKES
https://twitter.com/ryansadams/status/1573356668439728128
https://twitter.com/onewayfunction/status/1573346913856131073
https://twitter.com/0xtuba/status/1573910439842357248
https://twitter.com/kevinolearytv/status/1574822440110362642
https://twitter.com/TrustlessState/status/1575529128862027776
https://twitter.com/punk4156/status/1574072728482627592
https://twitter.com/ryansadams/status/1575279081070944257
1:39:00 What We’re Bullish On
1:42:24 MEME of the Week
https://twitter.com/0xLawl/status/1574823004382662664
1:44:00 Closing & Disclaimers
1:44:18 Moment of Zen
https://twitter.com/BanklessHQ/status/1573255803724861445
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
The Boys, Natasha Hoskins, and Deana Burke, co-founders of Boys Club are back for their second appearance on Bankless and first in-person inaugural Bankless Studio interview!
If you missed the first episode, Boys Club is a social DAO that is made up of women and non-binary individuals who are a perfect mixture of crypto-curious and fully crypto-pilled individuals.
If you haven’t checked out what Boys Club is building, you really should anon. The vibes are immaculate and they are a force to be reckoned with.
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
6:39 What is Boys Club?
11:00 Boys Club Evolution
15:05 Why People Join Boys Club
19:47 Nation Builders
22:12 Boys Club DAO
26:10 Infrastructure Template/Playbook
33:07 Building in Public & Authenticity
41:41 Will Boys Club Raise Capital?
44:50 Boys Club Roadmap
47:54 Boys Club Global
51:51 What Boys Club Needs the Most
55:58 Why Join & Why the Name?
58:10 Resources & Closing
Resources:
Boys Club Podcast
https://availableon.com/boysclub
Boys Club on Twitter
https://twitter.com/BoysClubCrypto
BoysClub.vip
https://boysclub.vip/
Natasha on Twitter
https://twitter.com/natashaghoskins
Deana on Twitter
https://twitter.com/medeana
1st Bankes Boys Club Interview
https://youtu.be/Gtn8DOxEoqw
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
By the end of October, zkSync is going to be shipping the world's first zkEVM. We brought on zkSync's Chief Product Officer, Steve Newcomb to share all about it and how it's going to impact the space.
We also had to ask Steve, wen token? Tune into the episode to hear his response!
Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
9:38 Wen Mainnet?
11:22 What is zkSync Shipping?
12:36 zkEVM Design Choices
19:26 Why zkEVM is Progressing Fast
22:56 Optimistic Rollups vs. zkEVMs
27:00 The Layer 3 Ecosystem & Narrative
41:48 Losing Sovereignty?
44:08 Prover Competition
46:39 Same Circuit & Hyper Bridges
52:15 The Cosmos Vision
58:01 L1s to L3s
1:04:10 Onboarding Strategy
1:10:16 Wen Token?
1:13:33 2/3's Distribution
1:15:42 Open Source
1:25:08 zkSync 2.0 & 3.0 and Beyond
1:29:17 Closing & Disclaimers
Resources:
Steve Newcomb
https://www.linkedin.com/in/stevenewcomb/
zkSync
https://zksync.io/
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
✨ Part II Out Now for Bankless Premium Subscribers:
https://shows.banklesshq.com/p/early-access-whats-next-vitalik-buterin
✨ DEBRIEF | Unpacking the Episode:
https://shows.banklesshq.com/p/vitalik-debrief
Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”
In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?
This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
10:28 What Will Trolls Focus on Next?
11:34 The Merge From Vitalik’s Perspective
15:10 PoS Energy Reduction
27:09 Why PoS Took So Long
32:03 Truly Optimal PoS
35:12 What Vitalik Would Change
37:30 Where Are We in Ethereum’s Trajectory
52:53 The Economics of Staking
1:02:15 Centralization of Stake Worry
1:11:40 Censorship Resistance Problem
1:15:15 Validator Choices
1:18:30 Have L2s Lived Up to the Hype
1:20:37 The 2023-2024 Ethereum Era
1:25:41 Closing
Resources:
Vitalik Roadmap Bankless Episode
https://youtu.be/b1m_PTVxD-s
Vitalik’s Vlog
https://vitalik.ca/
Vitalik’s New Book
https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/
The Ethereum Roadmap
https://twitter.com/vitalikbuterin/status/1466411377107558402
Paths to Single Slot Finality
https://notes.ethereum.org/@vbuterin/single_slot_finality
MEV Boost
https://www.mevboost.org/
DAOs are not corporations
https://vitalik.ca/general/2022/09/20/daos.html
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
4th Week of September, 2022
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
3:00 BTC Price
3:54 ETH Price
https://ultrasound.money/
14:00 Relayer and Builder Market
https://www.mevboost.org/
18:13 FED WATCH
18:25 Fed Rate Hike this Week
https://www.cnn.com/2022/09/21/economy/fed-rate-hike-september/index.html
19:45 Risk on Assets Falls
https://www.coindesk.com/markets/2022/09/21/federal-reserve-hikes-rates-to-highest-since-2007-bitcoin-falls-to-19000/
21:44 Houses! Interest Rates on Houses Spiking
https://twitter.com/charliebilello/status/1570413955637460993
https://twitter.com/KobeissiLetter/status/1571522450386735112
24:00 Flat Markets Prediction?
https://twitter.com/GoldTelegraph_/status/1570738647254831105
29:27 NEWS
29:30 White House & U.S. Regulatory
https://twitter.com/coingecko/status/1570769375212470272
https://www.whitehouse.gov/briefing-room/statements-releases/2022/09/16/fact-sheet-white-house-releases-first-ever-comprehensive-framework-for-responsible-development-of-digital-assets/
31:20 Terra Screwed Things Up
https://twitter.com/jchervinsky/status/1571991546291159042
https://twitter.com/RyanSAdams/status/1570774337254461446
https://twitter.com/brian_armstrong/status/1572095723306627073
34:35 Draft Stablecoin Bill
https://www.theblock.co/post/171565/draft-stablecoin-bill-in-congress-to-require-fed-state-regulator-approval
https://twitter.com/jchervinsky/status/1572586178502864896
39:05 Senate Banking Committee Hates Crypto
https://www.politico.com/newsletters/morning-money/2022/09/22/sherrod-brown-turns-up-the-heat-00058202
40:00 Interaction Between Toomey and Gensler
https://twitter.com/BanklessHQ/status/1570808589148909569
41:41 $160M Wintermute Hack
https://t.co/Kkk445dLyv
41:50 Experts Blame Vanity Address
https://www.theblock.co/post/171192/experts-blame-a-vanity-address-bug-for-wintermutes-160-million-hack
42:00 More Details on What Happened
https://twitter.com/evgenygaevoy/status/1572329148411936770
https://halborn.com/explained-the-profanity-address-generator-hack-september-2022/
44:16 David and Ryan Discuss: What’s Next?
https://twitter.com/iamDCinvestor/status/1572927876546297859
https://wrongalot.substack.com/p/the-next-big-crypto-narrative
54:24 PoW Ethereum Fork Dead?
https://thedefiant.io/ethpow-rough-start-after-merge
54:46 Infura Decentralized Infrastructure Network
https://twitter.com/infura_io/status/1570794318067290112
56:00 zkSync Devs Found Bug
https://twitter.com/StarkWareLtd/status/1567888940123983874
https://twitter.com/iamDCinvestor/status/1567889575128727552
https://twitter.com/zksync/status/1570073596709462018
56:55 OpenSea on Arbitrum
https://twitter.com/opensea/status/1572250900198203392
57:17 Universal Studios NFT Scavenger Hunt
https://twitter.com/banklesshq/status/1572619172454232064
https://twitter.com/0xferg/status/1572068539049058304
58:15 Tether: Show Us What’s Backing USDT
https://finance.yahoo.com/news/stablecoin-issuer-tether-ordered-produce-041706661.html
59:31 FTX in the Lead to Buy Voyager
https://www.coindesk.com/business/2022/09/15/ftx-is-in-the-lead-to-buy-crypto-lender-voyager-digitals-assets-out-of-bankruptcy-source
https://www.coindesk.com/business/2022/09/20/crypto-exchanges-binance-and-ftx-have-both-bid-roughly-50m-for-voyagers-assets-report
1:00:42 Do Kwon on the Run?
https://www.coindesk.com/business/2022/09/19/s-korean-authorities-ask-interpol-to-issue-red-notice-for-terra-co-founder-do-kwon-report/
1:01:13 Rari Fuse Hack Victim Compensation
https://twitter.com/joey__santoro/thread/1571898748405714947
1:04:16 Helium Signs Agreement with T-Mobile
https://twitter.com/tier10k/status/1572244764237471749
https://twitter.com/TusharJain_/status/1572248774893834240
1:06:13 Kraken’s CEO Stepping Down
https://www.theblock.co/post/171847/krakens-jesse-powell-stepping-down-as-ceo-of-crypto-exchange
1:06:31 Nasdaq Launching Institutional Crypto Custody Services
https://twitter.com/fintechfrank/status/1572186768132161536
1:07:05 Liquid Collective
https://twitter.com/liquid_col/thread/1572164626535563265
https://liquidcollective.io/
1:07:55 Coinbase Cloud
https://blog.coinbase.com/coinbase-cloud-launches-platform-for-web3-developers-472eb355b1fa
1:08:45 FTX Reloading
https://cointelegraph.com/news/ftx-in-talks-with-investors-to-raise-1b-for-further-acquisitions-cnbc
1:09:10 Messari Raises $35M Series B
https://www.prnewswire.com/news-releases/messari-announces-at-mainnet-2022-summit-raising-35-million-in-series-b-funding-301629624.html
1:11:00 JOBS
https://pallet.xyz/list/bankless/jobs
1:14:19 NATION QUESTIONS
https://twitter.com/bbbFollowOnly/status/1572948809063317510
https://twitter.com/mmaatt78/status/1572638221720498176
1:20:45 TAKES
1:20:50 VCs Against Bitcoin
https://twitter.com/TheStalwart/status/1570485528633417730
1:21:55 Say No to Bitcoin Fundamentalism
https://twitter.com/danheld/status/1570839132028674048
1:23:35 Ethereum & Crypto Haters
https://twitter.com/haydenzadams/status/1570459984206381058
https://twitter.com/haydenzadams/status/1571535610279510021
1:25:25 Rollups Today
https://twitter.com/jon_charb/status/1572395334516748290
1:27:31 What We’re Bullish On
1:30:53 MEME of the Week
https://twitter.com/banklesshq/status/1571984307748569088
1:33:41 Closing & Disclaimers
1:33:50 Moment of Zen
https://twitter.com/gabrielhaines/status/1572927657049980929
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
Tim Beiko and Danny Ryan are two of Ethereum’s lead coordinators, and work at the Ethereum Foundation to shepherd the many parts of Ethereum into the future.
How are they feeling on the other side of the Merge? What does this mean for Ethereum?
Few (if anyone) on the planet are more qualified to discuss the Ethereum Proof-of-Stake than these two, and we use this episode to reflect on the magnitude of the event and look forward to the future of the network.
Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Resources:
Tim Beiko
https://twitter.com/TimBeiko
Danny Ryan
https://twitter.com/dannyryan
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
Ameen Soleimani is the Founder and CEO of SpankChain, the co-creator of MolochDAO, and the co-founder of Reflexer Labs, which created RAI.
David and Ameen chat about Moloch, coordination, DAOs, and what DAOs can do for both Ethereum and the broader world. Additionally, they get into Ameen’s recent fight against the Federal Reserve.
This is a mind-expanding discussion that you won’t want to miss. Enjoy!
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
5:25 Ameen’s Crypto Perch
7:22 Ethereum’s Culture
9:55 Ameen’s Activity in the Space
14:03 Moloch Meme’s Origin
22:03 Moloch DAO & PTSD(AO)
31:31 Ability to Freely Exit
35:20 Organizational Change
42:55 Slaying Moloch
50:25 Global Settlement Layer
54:20 Sticks vs. Carrots
59:18 RAI, the Fed, Ponzis, & the Dollar
1:10:32 Thomas Jefferson & Slavery
1:15:34 Dollar Printing Gone Wrong
1:18:00 Invading Iraq
1:19:50 Ignoring, Overreacting & the Dollar
1:27:18 How Ethereum Fixes Things
1:34:11 Closing
Resources:
Ameen Soleimani
https://twitter.com/ameensol
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Morgan Housel is a Partner at the Collaborative Fund, financial writer, and New York Times Best Selling author of, “The Psychology of Money.”
He’s an avid student of markets and psychology. And Morgan articulately blends these two perspectives (and all of the many crypto parallels) together to give us timeless lessons on wealth, greed, happiness, and how to invest.
This is another classic Bankless fundamentals episode that you won’t want to miss.
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
4:49 Morgan’s Background
6:25 Crypto Investing Isn’t Unique
8:31 Psychology of Investing
15:22 Toxic Relationship with Money
22:14 Is it Bad to Talk About Money?
24:34 Nothing is Free in Crypto
34:05 How to Adapt to Volatility
39:45 No One is Crazy
45:52 Luck vs. Risk
51:38 Have Enough
55:25 Freedom
1:00:34 Compounding
1:04:24 Getting vs. Staying Wealthy
1:08:50 Reasonable vs. Rationale
1:13:28 People Change
1:15:33 Pessimism
1:19:33 Closing & Disclaimers
Resources:
Morgan Housel on Twitter
https://twitter.com/morganhousel
The Psychology of Money: Timeless lessons on wealth, greed, and happiness
https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
3rd Week of September, 2022
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered
0:00 Intro
4:10 Crypto Markets
9:35 Macro Markets
https://www.cnbc.com/2022/09/12/stock-futures-are-higher-as-wall-street-awaits-key-inflation-report-.html
12:00 Monthly CPI
https://twitter.com/tomhschmidt/status/1569676483076964358
14:00 Elon Musk Deflation Take
https://twitter.com/elonmusk/status/1568383953370767365
17:00 MERGED
https://twitter.com/VitalikButerin/status/1570306185391378434
20:25 Energy Efficient
https://twitter.com/VitalikButerin/status/1570299062800510976
21:00 Recapping the Merge
Google
https://www.google.com/search?q=the+merge
Bordel
https://twitter.com/TMIYChao/status/1570319141994889216
Denver Watch Party
https://twitter.com/trent_vanepps/status/1570304900634144769/photo/2
Raoul Jordan
https://twitter.com/rauljordaneth/status/1570313476358213632
25:00 Ethereum Hashrate
https://twitter.com/cryptoquant_com/status/1570304759525150722
26:25 MEV Boost
https://twitter.com/hasufl/status/1570326887729336320
28:05 Ultra Sound Money
https://twitter.com/ultrasoundmoney/status/1568977730330320896
32:30 ETH Supply
https://twitter.com/hasufl/status/1570307515350683649
Blocktime
https://twitter.com/koeppelmann/status/1570306606339964929
33:55 David Explains the Merge
https://twitter.com/BanklessHQ/status/1570294915074248709
35:55 Mainstream Coverage
https://www.nytimes.com/2022/09/15/technology/merge-ethereum-crypto.html
37:10 Staking APR
https://twitter.com/RyanSAdams/status/1569350617910362112
38:25 Where to Stake
https://simplestakers.info/
43:00 NEWS
44:00 Vitalik in Ukraine
https://twitter.com/revrfg/status/1568885771129470977
45:$5 Starbucks x Polygon
https://twitter.com/0xPolygon/status/1569302728005804037
48:25 Solana NFT All-Time High
https://www.theblock.co/post/169050/nft-mints-on-solana-have-surged-to-an-all-time-high
49:20 White House Proof of Work
https://twitter.com/TIME/status/1569529551897743361
54:32 Michael Saylor Buys
https://www.coindesk.com/business/2022/09/09/microstrategy-files-for-stock-offering-of-up-to-500m-in-part-to-buy-additional-bitcoin/
55:30 China Bitcoin Usage
https://twitter.com/zerohedge/status/1570185657301057543
56:00 Tornado Cash Withdrawals
https://twitter.com/ryansadams/status/1569728093853552642
1:02:00 Do Kwon Arrest Warrant
https://www.bloomberg.com/news/articles/2022-09-14/south-korea-seeks-the-arrest-of-terraform-labs-founder-do-kwon
1:03:14 SEC Crypto Office
https://www.reuters.com/markets/us/us-sec-set-up-new-office-crypto-filings-2022-09-09/
1:05:30 Coinbase Policy Efforts
https://twitter.com/brian_armstrong/status/1570133078022160384
1:09:30 Token Unlocks
https://token.unlocks.app/
1:11:08 Abra Bank Boost
https://twitter.com/billbarhydt/status/1569356209651687424
1:12:50 Binance zk Rollups
https://www.bsc.news/post/bnb-chain-announces-the-testnet-launch-of-zkbnb
1:13:50 Plasma Wallet
https://plasma-wallet.com/
1:15:00 Raises
Doodles - https://twitter.com/doodles/status/1569655759297716228
Coop Records - https://twitter.com/Cooopahtroopa/status/1567917204221591552
1:17:20 JOBS
1:19:00 TAKES
1:20:00 Enabling Withdrawals
https://twitter.com/0xfoobar/status/1569466790266433536
1:22:02 Ethereum Never Ships
https://twitter.com/TrustlessState/status/1570426020045406213
1:23:30 All Grown Up
https://twitter.com/RyanSAdams/status/1570325531899629571
1:25:45 Vitalik Speaks
https://twitter.com/VitalikButerin/status/1569369929454845957
1:27:10 What We’re Bullish On
1:34:10 MEME of the Week
https://twitter.com/BanklessHQ/status/1570148692119916546
Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.
Kicking off Merge Week with a livestream with Ethereum researcher Justin Drake, it's time to debunk some myths and bad takes about ETH.
As we watch Ethereum make its historic transition to Proof-of-Stake, we explore claims against the merge, the Ethereum Roadmap, ETH supply, and many others.
ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
7:30 The Merge
10:30 Media Hype
13:30 The Merge Will Never Happen
15:30 Ethereum Roadmap
20:15 Jack of All Trades
26:32 Ether Supply
36:54 Unpredictable Supply
45:10 Staker Tyranny
51:10 The Value of a Fork
54:00 Rich Get Richer
58:36 Deflation is Bad
1:07:05 Higher Fees
1:11:05 ETH is a Security
1:15:03 Reduced Burn
1:22:12 ETH is a Tech Stock
1:25:55 Changing Narratives
1:29:56 Ultrasound Money is Cringe
Resources:
Justin Drake
https://twitter.com/drakefjustin
Justin Drake Episodes
https://youtu.be/1m12zgJ42dI
https://youtu.be/dHpAC0m8Rkk
https://youtu.be/FQTZSb3Rc9I
https://youtu.be/bWqhn1hXvVc
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Unpacking the Episode:
https://shows.banklesshq.com/p/debrief-demetri
Demetri Kofinas is a digital entrepreneur and host of the Hidden Forces Podcast, one of our favorites.
Demetri has a broad perspective on geopolitics, which we explore as we discuss the probability of a World War 3, diplomacy among superpowers, and surviving the rise of the machines.
Have we lost the ability to solve hard problems as a species?
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro - Demetri Kofinas
6:30 Hidden Forces
10:26 Towards Chaos
18:00 Cyclical Powers
23:15 Taiwan Case Study
28:30 Trusting Institutions
31:23 State Sovereignty
37:50 Military Power & US Politics
45:00 Liminal Warfare
51:00 Why the Future Doesn’t Need Us
1:00:35 Chinese Algorithms
1:06:15 Unity, Diversity, Identity
1:12:05 Layer Zero Social Values
1:20:05 Losing Our Humanity
1:25:00 Cycling through Chaos
1:28:40 Improving Systems
1:37:30 Closing
Resources:
Demetri on Twitter
https://twitter.com/kofinas?s=20&t=cNy4k855qT6O3xHtEC6xZw
Hidden Forces
https://hiddenforces.io/
Theories of War with David Kilcullen
https://hiddenforces.io/podcasts/david-kilcullen-national-emergency/
Episode 28 - Industrial Society and its Future
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/
Why the Future Doesn’t Need Us
https://www.wired.com/2000/04/joy-2/
Brave New World
https://www.amazon.com/Brave-New-World-Aldous-Huxley/dp/0060850523
The Fourth Turning
https://www.amazon.com/Fourth-Turning-American-Prophecy-Rendezvous/dp/0767900464
Hidden Forces Episodes:
Industrial Society and its Future
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/
Encryption and the Will to Power
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/
Surveillance Capitalism with Sohshana Zuboff
https://hiddenforces.io/podcasts/surveillance-capitalism-shoshana-zuboff/
Complex Systems with David Weinberger
https://hiddenforces.io/podcasts/david-weinberger-ai-prediction/
The Age of AI with Eric Schmidt & Dan Huttenlocher
https://hiddenforces.io/podcasts/eric-schmidt-ai-human-future-national-security/
Predicting the Future with Tim O'Reilly
https://hiddenforces.io/podcasts/tim-oreilly-predict-the-future/
Kill Chain with Chris Brose
https://hiddenforces.io/podcasts/kill-chain-chris-brose-anduril-2/
American Defense with Elbridge Colby
https://hiddenforces.io/podcasts/elbridge-colby-american-defense-age-of-great-power-conflict/
Preparing for Cyber Attacks with Chris Painter
https://hiddenforces.io/podcasts/russian-cyber-attacks-chris-painter/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Jordi Alexander returns to debate David Hoffman on whether or not next week's Ethereum Merge is bullish or bearish for ETH. The debate is moderated by none other than, Ryan Sean Adams.
Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
📣 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:03 David & Jordi's Luna Debate
10:07 Why the Merge is Overhyped?
16:50 Merge Bulls
21:05 Long ETH?
23:10 The ETH Narrative Play
32:05 Overestimating the ETH Yield
42:38 Blockspace Demand
1:02:05 Multichains
1:06:17 Ethereum's Gravitational Pull
1:09:57 Value Accrual
1:17:23 ETH Not Monetary Premium?
1:28:50 Price Range Predictions
Resources:
Jordi Alexander
https://twitter.com/gametheorizing
Jordi's Article
https://newsletter.banklesshq.com/p/is-the-merge-overhyped
David's Rebuttal to Jordi's Article
https://newsletter.banklesshq.com/p/a-rebuttal-to-jordi-alexander-and
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of Mergetember, 2022
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
📣 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
3:05 Merge NFTs
https://bankless.cc/themerge
3:47 Converge 2022
https://bankless.cc/Circle
4:55 MARKETS
6:30 Crypto Market Cap
https://www.coingecko.com/en/global_charts
7:20 Ethereum Gas Fees
https://dune.xyz/hildobby/Gas
9:16 Merge Estimator
https://bordel.wtf/
10:00 Staking Unlocks
https://twitter.com/TrustlessState/status/1565699759754592259
14:10 Ethereum Revenue
https://www.theblock.co/post/167488/ethereum-miners-made-756-million-in-revenue-in-august-ahead-of-the-merge
15:10 EU Energy Crisis
https://twitter.com/biancoresearch/thread/1566180431984205824
18:50 Energy Fallout
https://www.euronews.com/next/2022/09/05/energy-bills-are-soaring-in-europe-what-are-countries-doing-to-help-you-pay-them
20:50 WAR!
https://entrepreneurshandbook.co/for-the-war-fd5509d525d
29:00 MERGE UPDATES
30:17 Bellatrix Upgrade
https://twitter.com/terencechain/status/1567115533233049606
32:35 Node Updates
https://twitter.com/ajsutton/status/1567117139810873344
33:20 Economist Article
https://www.economist.com/finance-and-economics/2022/09/06/the-future-of-crypto-is-at-stake-in-ethereums-switch
34:05 ETH PoW Fork
https://www.coingecko.com/en/coins/ethereum-pow-iou
37:35 Stake From Home
https://twitter.com/songadaymann/status/1562930578571272192
43:45 STABLECOIN WARS
https://www.coindesk.com/business/2022/09/05/binance-to-convert-users-usdc-usdp-tusd-into-its-own-stablecoin-busd/
47:00 Good for USDC
https://www.coindesk.com/layer2/2022/09/06/who-benefits-from-binance-converting-usdc-to-its-own-stablecoin/
50:05 Coinbase MakerDAO Proposal
https://forum.makerdao.com/t/mipxx-coinbase-usdc-institutional-rewards/17703
55:00 1inch Optimism Airdrop
https://cointelegraph.com/news/1inch-users-on-optimism-to-receive-airdrop-of-300-000-op-tokens
56:45 Reddit NFTs on OpenSea
https://thecouchcommute.com/reddit-nfts-selling-for-thousands-on-opensea/
57:15 ENS August Numbers
https://twitter.com/ensdomains/status/1565374366791057409
59:37 ProtocolGuild NFTs
https://twitter.com/trent_vanepps/status/1567177788561424384
1:01:15 Coinbase Suing the Treasury
https://twitter.com/ViktorBunin/status/1567875895381168132
1:03:44 Brian Armstrong Statement
https://blog.coinbase.com/defending-privacy-in-crypto-e09db33dece8
1:05:30 crvUSD Curve Stablecoin
https://twitter.com/chago0x/status/1566874129843757056
1:06:00 Binance 6% ETH Staking
https://blog.binance.us/eth-staking/
1:06:45 Notional Leverage Vaults
https://blog.notional.finance/introducing-leveraged-vaults/
1:07:43 Sui Blockchain
https://www.theblock.co/post/168532/mysten-labs-sui-blockchain-fundraise-ftx-ventures
1:10:15 GET A JOB
https://pallet.xyz/list/bankless/jobs
1:12:00 QUESTIONS FROM THE NATION
https://twitter.com/BanklessHQ/status/1567544177180672000
1:13:41 ETH PoW Eligibility
https://twitter.com/johnny_kast/status/1567566362171654144
1:15:50 Value of ETH PoW
https://twitter.com/mmaatt78/status/1567615122868166657
1:18:38 What Happens to Merged ETH?
https://twitter.com/HenryJK4/status/1567550561758728192
TAKES
1:20:20 Surreal Proof of Stake
https://twitter.com/TimBeiko/status/1567197184667578368
1:21:35 Remember This?
https://twitter.com/ryansadams/status/1565681268913840130
1:23:45 BSC Network Effect
https://twitter.com/apolynya/status/1566262032319451136
1:25:27 Reserve Currencies
https://twitter.com/ryansadams/status/1567310589881360385
1:27:30 What David’s Bullish On
https://twitter.com/TrustlessState/status/1567716721963814912
1:31:30 What Ryan’s Bullish On
1:34:45 MEME of the Week
https://twitter.com/TrustlessState/status/1567903583563296772
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
#ether #ethereum #crypto #cryptonews #btc #bitcoin #ethpow
✨ DEBRIEF ✨ | Find out why 1D = 1B:
https://shows.banklesshq.com/p/debrief-arthur-hayes
This episode has been a long time coming. Arthur Hayes is the crypto trader of traders, and he's particularly bullish on the ETH trade.
Today, he tells us why.
We've been binging Arthur's writing lately, trying to get inside his head about how he approaches the markets.
Discussing the inevitability of inflation, the chaotic macro picture, and of course the Ethereum Merge, we piece together the mindset of a trader who has survived the massacre of 2022.
Do you agree with Arthur? Let us know in the comments or on Twitter @banklesshq
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Arthur Hayes
6:30 Arthur’s Prolific Writing
12:55 Why Arthur is a Trader
19:10 What’s Causing Inflation?
26:00 The Only Solution
30:11 Structural Inflation
38:09 The Macro Landscape
44:24 Why Crypto?
50:44 Denominate in Hydrocarbons
58:30 The Ethereum Merge
1:02:30 Is the Merge Priced In?
1:04:30 Crypto Markets
1:06:47 Target ETH Prices
1:08:20 What’s Different?
1:11:58 Making the ETH Trade
1:15:45 Merge vs Macro
1:18:26 DeFi and Arthur’s Conversion
1:22:15 The 2022 Retail Massacre
1:24:30 Surviving as a Trader
1:27:50 Arthur IRL
Resources:
Arthur on Twitter:
https://twitter.com/CryptoHayes?s=20&t=fz4N1B7Ifa3OY-tD6l6jhw
Arthur's Blog:
https://cryptohayes.medium.com/
ETH-flexive:
https://cryptohayes.medium.com/eth-flexive-7e1921123f64
A Samurai, a Knight, and a Yankee:
https://entrepreneurshandbook.co/a-samurai-a-knight-and-a-yankee-211bf975a31d
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode:
https://shows.banklesshq.com/p/debrief-crypto-wars-20
As the dust settles with Tornado Cash’s sanctioning news and the arrest of Alexey Pertsev, the space is drawing parallels to the early days of crypto, Crypto Wars 1.0.
We brought on OG cypherpunk privacy developer and co-founder of Zcash, Zooko to talk about Crypto Wars 2.0.
Crypto privacy is being tested in new ways and Zooko couldn’t be in a better place to explain the current complexities. What’s the case for crypto privacy? Why is it such a tough problem to solve? Why is Zooko optimistic about the future of crypto privacy?
What are your thoughts on crypto privacy? Let us know in the comments or on Twitter @banklesshq
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
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BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:25 Zooko’s Background
8:30 The State of Crypto Privacy
13:26 A Privacy Enabled Society
18:34 The Case for Privacy
27:53 Why Privacy Equals Freedom
32:38 The Chilling Effect
35:26 Negative Externalities
38:28 Consent & A.I.
47:22 A.I. vs. Cryptography & Law
55:53 Crypto Wars 1.0 vs. 2.0
1:05:25 CDBC & The Clipper Chip
1:09:26 Why Isn’t Crypto Privacy Bigger
1:18:45 The Crypto Experiment
1:22:51 Solving the Privacy Problem
1:24:30 Privacy & DeFi
1:30:00 PoS & Roll-ups
1:42:50 Optimism on Crypto Privacy
Resources:
Zooko
https://twitter.com/zooko
Zcash
https://z.cash/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
On today's episode, we welcome Marceau and Ken Smith, two Rocketpool community members to share everything you need to know about Rocketpool, staking, and the bull case for Rocketpool, ETH, & RPL.
ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
4:40 Guest Relationship to Rocketpool
5:45 What is Rocketpool
7:36 Rocketpool's Value Prop
9:45 Two-sided Marketplace
13:20 Rocketpool's Community
16:20 The Bull Case for Rocketpool
19:50 rETH
25:20 rETH Yield
26:30 Protocol Risk
31:05 Rebasing
38:26 Running a Rocketpool Node
43:45 Rocketpool Critiques
51:48 Institutions
57:20 Single Node Operators
59:45 Pools
1:06:00 $RPL Explained
1:10:15 $RPL Critiques
1:16:00 $RPL Bull Case
1:24:40 Closing
Resources:
Marceau
https://mobile.twitter.com/marceaueth
Ken Smith
https://mobile.twitter.com/shtimseht
Rocketpool
https://rocketpool.net/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
On today's episode, we welcome Marceau and Ken Smith, two Rocketpool community members to share everything you need to know about Rocketpool, staking, and the bull case for Rocketpool, ETH, & RPL.
ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
4:40 Guest Relationship to Rocketpool
5:45 What is Rocketpool
7:36 Rocketpool's Value Prop
9:45 Two-sided Marketplace
13:20 Rocketpool's Community
16:20 The Bull Case for Rocketpool
19:50 rETH
25:20 rETH Yield
26:30 Protocol Risk
31:05 Rebasing
38:26 Running a Rocketpool Node
43:45 Rocketpool Critiques
51:48 Institutions
57:20 Single Node Operators
59:45 Pools
1:06:00 $RPL Explained
1:10:15 $RPL Critiques
1:16:00 $RPL Bull Case
1:24:40 Closing
Resources:
Marceau
https://mobile.twitter.com/marceaueth
Ken Smith
https://mobile.twitter.com/shtimseht
Rocketpool
https://rocketpool.net/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.
1st Week of Mergetember, 2022
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
4:33 MARKETS
4:36 BTC Price
4:56 ETH Price
5:23 ETH/BTC
5:52 Total Crypto Market Cap
6:32 Merge Estimator
10:15 Fed Watch
https://www.cnbc.com/2022/08/26/powell-warns-of-some-pain-ahead-as-fed-fights-to-lower-inflation.html
12:10 ETH Dives %10 After Powell Rate Hike Signal
https://www.thedefiant.io/markets-dive-powell-speech
15:33 Avalanche Playing Dirty?
https://cryptoleaks.info/case-no-3
https://medium.com/@kyleroche/my-response-b691563c255b
24:00 Tweet from Emin
https://twitter.com/el33th4xor/status/1564006450531377156
25:00 Maybe Not True?
https://twitter.com/AriDavidPaul/status/1564253955785461767
26:44 David Take
https://twitter.com/TrustlessState/status/1565340995062882311
30:35 Saylor Getting Sued
31:40 Saylor Tax Fraud
https://blockworks.co/michael-saylor-and-microstrategy-sued/
https://twitter.com/AGKarlRacine/status/1565031380471382019
https://twitter.com/tier10k/status/1565040637044465666
34:37 Maker
34:40 Drama Summary
https://threadreaderapp.com/thread/1564716178819653632.html
43:05 NEWS
43:09 ETH
43:13 Coinbase Announces cbETH
https://decrypt.co/108180/coinbase-announces-cbeth-wrapped-ethereum-staking-token
https://twitter.com/CoinbaseAssets/status/1562476695357358080
https://dune.com/Marcov/coinbase-wrapped-staked-eth
47:43 Abritrum One Upgraded to Nitro Stack
https://twitter.com/arbitrum/status/1565041950142730245
48:48 Yesterday’s State of the Nation
https://youtu.be/yYzQPRRAs6M
48:55 cOptimism Gas ATH
https://twitter.com/MSilb7/status/1565131857464901633
49:55 Data Giant Shocks Ethereum with Ban on Mining
https://www.thedefiant.io/data-giant-shocks-ethereum-with-ban-on-mining
54:04 Vitalik Book
https://twitter.com/VitalikButerin/status/1564804705997361153
55:10 NFTs
55:15 Facebook & Instagram Allow Posting NFTs
https://twitter.com/Meta/status/1564282540831248387
56:00 cReddit Subtly Launches NFTs
https://twitter.com/itstimconnors/status/1562839909261447168
59:09 Ticketmaster Integrates with DapperLabs’ Flow Blockchain
https://techcrunch.com/2022/08/31/ticketmaster-taps-the-flow-blockchain-to-let-event-organizers-issue-nfts-tied-to-tickets/amp/
59:55 Goose NFT to Bankruptcy Liquidation
https://twitter.com/dmitricherniak/status/1563587242777448448
1:01:06 Regulation
FBI Issues Warning to Vulnerable DeFi Platforms
https://decrypt.co/108542/fbi-issues-warning-over-vulnerable-defi-platforms
1:03:47 Crypto.com $10.5M Accident
https://fortune.com/2022/08/31/crypto-com-accidentally-transferred-10-million-to-thevamanogari-manivel/
1:05:40 Releases
1:05:42 Orca Protocol Rebrand to Metropolis
https://metropolis.mirror.xyz/ozkx0ZMwIzyahRJiQKpNv_8r7vAhOo-8tucjONhXJHI
1:06:20 Raises
1:06:24 PROOF $50M from a16z & More
https://a16zcrypto.com/investing-in-proof/
https://twitter.com/proof_xyz/status/1564689271755137024
1:07:28 Reddit’s Ohanian’s $177M Crypto Fund
https://decrypt.co/108560/reddit-co-founder-eyes-177m-crypto-fund-invest-strong-founders-discount-report
1:08:16 Genesis Raise $500M
https://cointelegraph.com/news/everything-s-on-sale-reddit-founder-galaxy-and-genesis-execs-raise-big-money
1:08:50 Jobs
https://pallet.xyz/list/bankless/jobs
1:12:07 Questions from the Nation
https://twitter.com/avi_g_/status/1565192839021363200
https://twitter.com/nextalphaa/status/1565011491304230912
https://twitter.com/HappyjoeNFT/status/1565031005475418114
https://twitter.com/teemu_lens/status/1565008572248899584
1:21:55 TAKES
1:22:00 New take on the cycle
https://twitter.com/gasull/status/1564888312157876229
1:23:33 99% of Crypto is a Joke
https://twitter.com/RyanSAdams/status/1564257934011379713
1:25:12 Gravity Turns Off
https://twitter.com/TrustlessState/status/1564637280379502593
1:27:17 Worlds Greatest Bitcoiner
https://twitter.com/cobie/status/1565264636445745153
1:30:14 What David’s Bullish On
1:31:23 What Ryan’s Bullish On
1:34:55 MEME of the Week
https://twitter.com/hegemony_inc/status/1564357396784263170
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
On today's episode, we welcome back Steven Goldfeder and Harry Kalodner for their second appearance on Bankless. Both times for huge Arbitrum launches!
Today, Abritrum is launching Arbitrum Nitro, a 7x improvement to Ethereum's capacity. Hear all about it, Abritrum's potential forthcoming token(?!), Abritrum Oddessey, and of course, so much more.
Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens
ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
6:55 Abritrum Nitro Launch Day
10:40 Reflecting on Arbitrum's Last Year
14:57 Abritrum's Rollup
16:57 The Arbitrum Odyssey
26:55 The Secret Sauce Behind Nitro
30:39 Any Trade-Offs Made?
32:18 Scale Restraints
37:38 What's Next?
47:28 Arbitrum Nova
52:53 Fractals
54:55 What Reddit is Building on Arbitrum Nova
1:01:23 zkRollups
1:04:17 The Abritrum App Layer
1:07:11 Abritrum's Hypothetical Ticker
1:09:38 Other Tech Checkboxes
1:11:34 Closing & Disclaimers
Resources:
Harry Koladner
https://twitter.com/hkalodner
Steven Goldfeder
https://twitter.com/sgoldfed
Steven & Harry's First Appearance on Bankless
https://youtu.be/W33LtejihY8
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Before coming to the U.S., Jiajung Zeng lived in China and worked as a Product Manager for TikTok’s parent company, ByteDance. Jiajung worked specifically on the content moderation team that was heavily censored by the Chinese government.
Jiajung tells the story of how content moderation actually works in China. He shares the hoops these Chinese tech companies must go through to even operate as a business. And towards the end of the conversation, Jiajung shares the overall sentiment of the people of China on content moderation and what they do about it. Ultimately the conversation converges on the topic of Ethereum, decentralization, and crypto writ large in China.
This is a special Layer Zero as it shows a side of China many of us don’t typically get a chance to experience and it highlights the importance of crypto fundamentals.
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
4:15 Jiajung Zeng’s Background
5:38 ByteDance Explained
8:30 ByteDance Content Moderation
11:11 Political Content Moderation
16:00 Moderation Resource Consumption
20:49 Consequences of Mistakes
22:47 Who is at Risk?
25:47 China’s Content Moderation Army
27:53 AI’s Role
31:35 Uyghurs & China
41:16 Dialect Suppression
43:53 Sentiment of the Chinese People
46:55 The Pushback
50:55 The Positives of China
53:54 Sentiment of the Future of China
57:32 Jiajung’s Ethereum Familiarity
59:47 ByteDance & Ethereum
1:01:52 Chinese People’s Thoughts on Crypto
1:03:11 China’s Crypto Scene
1:04:28 Jiajun’s Message to the Bankless Nation
Resources:
Jiajung Zeng
https://twitter.com/zengjiajun_eth
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode:
https://shows.banklesshq.com/p/debrief-ethereum-unsensored
With Tornado Cash sanctioning news making waves, the crypto community is asking a big question: Is censorship on Ethereum possible?
We brought on Ethereum researcher Justin Drake to explore this question in detail.
Establishing and preserving censorship resistance is possibly the most important challenge faced by the Ethereum. Covering deep topics like weak vs strong censorship, user-activated soft forks, Justin takes us down what is perhaps our most important rabbit hole yet.
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: MERGE (only valid for 24 hours!)
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
6:00 Justin Drake Returns
8:45 What is Censorship Resistance?
13:00 Censorship in Crypto
15:25 Weak vs Strong Censorship
21:25 Ethereum Today
26:35 The Ethereum Nation
31:12 Why This Matters
35:25 Preventing Weak Censorship
42:55 Light Clients
46:26 Proposers and Builders
52:50 Enforcing Transactions
59:24 The Mempool
1:03:45 The Weak Censorship Endgame
1:10:00 Preventing Strong Censorship
1:15:00 Diversity
1:20:00 Activist Staking
1:26:25 A Recovery Scenario
1:33:40 Social Fork
1:40:40 A Forking Deterrent
1:44:45 The Human Shield
1:50:45 Property Rights
2:01:00 The Strong Censorship Endgame
2:05:00 The Broader Context
2:10:56 Justin’s Confidence
Resources:
Justin Drake
https://twitter.com/drakefjustin
Flashbots Episode
https://youtu.be/xex9WVmVfbg
Justin Drake Episodes
https://youtu.be/1m12zgJ42dI
https://youtu.be/dHpAC0m8Rkk
https://youtu.be/FQTZSb3Rc9I
https://youtu.be/bWqhn1hXvVc
Solo Staking
https://www.reddit.com/r/ethstaker/
https://rocketpool.net/
Crypto Lobby Groups
https://gitcoin.co/coincenter
https://www.defieducationfund.org/
https://gitcoin.co/grants/3974/electronic-frontier-foundation
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
4th Week of August, 2022
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
1:53 UFO Sightings
5:20 Actual Intro
7:50 MARKETS
9:45 Total Market Cap
https://www.coingecko.com/en/global_charts
11:15 Biden Debt Cancelation
https://www.politico.com/news/2022/08/23/biden-student-loan-forgiveness-repayment-pause-00053299
13:30 Trolley Problem
https://pbs.twimg.com/media/FbBIG1vXgAAniu5
17:50 Inflation Pain
https://panteracapital.com/blockchain-letter/ethereum-tightening-more-than-fed/
20:10 Energy Markets
https://twitter.com/Schuldensuehner/status/1562771407313915905
21:14 FTX Revenue
https://www.cnbc.com/2022/08/20/ftx-grew-revenue-1000percent-during-the-crypto-craze-leaked-financials.html
22:15 Layer 2 NFTs
https://twitter.com/blockworksres/status/1560292557975801856
23:40 Hardware Wallets Up
https://decrypt.co/107877/crypto-winter-freezes-have-turned-investors-hardware-wallets
Tornado Cash Fallout
26:30 Flashbots Blacklists Wallets
https://thedefiant.io/flashbots-blacklists-wallets-tornado
30:20 FTX Froze Aztec Funds
https://twitter.com/aztecnetwork/status/1560710567249096704
33:55 Uniswap UI Bans Wallets
https://blockworks.co/wallets-banned-by-uniswap-labs-for-alleged-crimes
34:40 Alex Persev in Jail
https://twitter.com/skywinder/status/1560655212741685248
36:30 Tom Emmer
https://twitter.com/RepTomEmmer/status/1562084891247902721
37:15 Matthew Green
https://twitter.com/ryansadams/status/1561887300887482368
37:45 Tether
https://twitter.com/Tether_to/status/1562468486886346753
38:25 Layer Zero
https://twitter.com/ercwl/status/1561180759146336256
40:00 FEI Fallout
https://thedefiant.io/fei-shutdown-uproar
41:45 The Proposal
https://tribe.fei.money/t/tip-121-proposal-for-the-future-of-the-tribe-dao/4475
47:15 BITBOY
https://twitter.com/DegenSpartan/status/1559516281078190080
49:00 Suing Atozy
https://twitter.com/atozy/thread/1562206338293309440
51:20 Community Support
https://twitter.com/atozy/status/1562403410791567360
52:20 Drops the Suit
https://twitter.com/AutismCapital/status/1562541877689126913
56:40 NEWS
58:30 Merge Updates
https://twitter.com/TimBeiko/status/1562418377582419968
1:00:20 Merge Dashboards
https://twitter.com/duneanalytics/status/1562021273575751680
1:00:45 Overhyped Merge
https://newsletter.banklesshq.com/p/is-the-merge-overhyped
1:11:15 Uniswap Open Source Development
https://app.uniswap.org/#/vote/2/24?chain=mainnet
1:15:50 Nike vs Adidas
https://twitter.com/Blockworks_/status/1561666150991335431
1:17:15 Pudgy Penguins
https://decrypt.co/107974/pudgy-penguins-ethereum-nfts-pump-83-as-meta-nansen-execs-join-advisory-board
1:18:20 BendDAO Bank Run
https://metaversal.banklesshq.com/p/the-benddao-bank-run-
1:21:54 Gary Gensler
https://twitter.com/cobie/status/1561809080297177092
1:25:00 Coinbase ENS Integration
https://twitter.com/financeguy74/status/1561872288399691777
1:28:35 Swell Launch
https://blog.swellnetwork.io/mainnet-soft-launch-announcement/
1:29:06 Arbitrum Nitro
https://twitter.com/arbitrum/status/1561812173793419265
1:29:30 Jobs
https://pallet.xyz/list/bankless/jobs
1:31:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1562470760824057857
1:32:00 Merge for Norms
https://twitter.com/Yash_WeCan/status/1562472673795457029
1:35:25 More Merge Questions
https://twitter.com/YoEdJoCo/status/1562472379313684480
1:36:20 Bullish Layer 2
https://twitter.com/_satyakikc/status/1562651521837600770
TAKES
1:39:11 Unicorn Markets
https://twitter.com/TrustlessState/status/1562559417857773568
1:40:00 Good Podcast
https://twitter.com/TrustlessState/status/1562569160474824705
1:41:05 Eric Wall Poll
https://twitter.com/ercwl/status/1562673861434703876
1:43:25 What David’s Bullish On
1:45:05 What Ryan’s Bullish On
1:48:30 MEME of the Week
https://twitter.com/NFTek2424/status/1562809727608066048
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
#ethereum #eth #crypto #cryptonews #btc #bitcoin
4th Week of August, 2022
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
1:53 UFO Sightings
5:20 Actual Intro
7:50 MARKETS
9:45 Total Market Cap
https://www.coingecko.com/en/global_charts
11:15 Biden Debt Cancelation
https://www.politico.com/news/2022/08/23/biden-student-loan-forgiveness-repayment-pause-00053299
13:30 Trolley Problem
https://pbs.twimg.com/media/FbBIG1vXgAAniu5
17:50 Inflation Pain
https://panteracapital.com/blockchain-letter/ethereum-tightening-more-than-fed/
20:10 Energy Markets
https://twitter.com/Schuldensuehner/status/1562771407313915905
21:14 FTX Revenue
https://www.cnbc.com/2022/08/20/ftx-grew-revenue-1000percent-during-the-crypto-craze-leaked-financials.html
22:15 Layer 2 NFTs
https://twitter.com/blockworksres/status/1560292557975801856
23:40 Hardware Wallets Up
https://decrypt.co/107877/crypto-winter-freezes-have-turned-investors-hardware-wallets
Tornado Cash Fallout
26:30 Flashbots Blacklists Wallets
https://thedefiant.io/flashbots-blacklists-wallets-tornado
30:20 FTX Froze Aztec Funds
https://twitter.com/aztecnetwork/status/1560710567249096704
33:55 Uniswap UI Bans Wallets
https://blockworks.co/wallets-banned-by-uniswap-labs-for-alleged-crimes
34:40 Alex Persev in Jail
https://twitter.com/skywinder/status/1560655212741685248
36:30 Tom Emmer
https://twitter.com/RepTomEmmer/status/1562084891247902721
37:15 Matthew Green
https://twitter.com/ryansadams/status/1561887300887482368
37:45 Tether
https://twitter.com/Tether_to/status/1562468486886346753
38:25 Layer Zero
https://twitter.com/ercwl/status/1561180759146336256
40:00 FEI Fallout
https://thedefiant.io/fei-shutdown-uproar
41:45 The Proposal
https://tribe.fei.money/t/tip-121-proposal-for-the-future-of-the-tribe-dao/4475
47:15 BITBOY
https://twitter.com/DegenSpartan/status/1559516281078190080
49:00 Suing Atozy
https://twitter.com/atozy/thread/1562206338293309440
51:20 Community Support
https://twitter.com/atozy/status/1562403410791567360
52:20 Drops the Suit
https://twitter.com/AutismCapital/status/1562541877689126913
56:40 NEWS
58:30 Merge Updates
https://twitter.com/TimBeiko/status/1562418377582419968
1:00:20 Merge Dashboards
https://twitter.com/duneanalytics/status/1562021273575751680
1:00:45 Overhyped Merge
https://newsletter.banklesshq.com/p/is-the-merge-overhyped
1:11:15 Uniswap Open Source Development
https://app.uniswap.org/#/vote/2/24?chain=mainnet
1:15:50 Nike vs Adidas
https://twitter.com/Blockworks_/status/1561666150991335431
1:17:15 Pudgy Penguins
https://decrypt.co/107974/pudgy-penguins-ethereum-nfts-pump-83-as-meta-nansen-execs-join-advisory-board
1:18:20 BendDAO Bank Run
https://metaversal.banklesshq.com/p/the-benddao-bank-run-
1:21:54 Gary Gensler
https://twitter.com/cobie/status/1561809080297177092
1:25:00 Coinbase ENS Integration
https://twitter.com/financeguy74/status/1561872288399691777
1:28:35 Swell Launch
https://blog.swellnetwork.io/mainnet-soft-launch-announcement/
1:29:06 Arbitrum Nitro
https://twitter.com/arbitrum/status/1561812173793419265
1:29:30 Jobs
https://pallet.xyz/list/bankless/jobs
1:31:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1562470760824057857
1:32:00 Merge for Norms
https://twitter.com/Yash_WeCan/status/1562472673795457029
1:35:25 More Merge Questions
https://twitter.com/YoEdJoCo/status/1562472379313684480
1:36:20 Bullish Layer 2
https://twitter.com/_satyakikc/status/1562651521837600770
TAKES
1:39:11 Unicorn Markets
https://twitter.com/TrustlessState/status/1562559417857773568
1:40:00 Good Podcast
https://twitter.com/TrustlessState/status/1562569160474824705
1:41:05 Eric Wall Poll
https://twitter.com/ercwl/status/1562673861434703876
1:43:25 What David’s Bullish On
1:45:05 What Ryan’s Bullish On
1:48:30 MEME of the Week
https://twitter.com/NFTek2424/status/1562809727608066048
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
#ethereum #eth #crypto #cryptonews #btc #bitcoin
On today's State of the Nation, it's time to bring back the crypto legal mind of Jake Chervinsky. With the recent OFAC sanctions against Tornado Cash and the cascading chilling effect, our digital rights are under attack.
Have we seen the death of crypto privacy? What can we do to help advocate for digital justice? As always, Jake brings a thoughtful and measured approach to these crucial topics.
Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
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LENS | ACCESS CODE: VITALIK
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ROCKET POOL | ETH STAKING
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️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Resources:
Jake Chervisnky:
https://twitter.com/jchervinsky
Set Alex Free:
https://setalexfree.nl/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
🟢 Get the GreenPilled Book 🟢
https://greenpill.party/
Apple Show Link:
https://podcasts.apple.com/us/podcast/greenpill/id1609313639
Spotify Show Link:
https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd
Danny Zuckerman | Green Pill #38
Continuing our series on sybil resistance, today we’re speaking with Victor Paradigm from Humanode, which is working on a decentralized biometric approach to building a regenerative society.
Humanode works with a mission statement: One Human, One Node. Crypto infrastructure must be decentralized, and Humanode is tackling these challenges at the protocol level.
Take the green pill anon.
SPONSOR PILLS:
🏦 CELO | DEFI FOR EVERYONE
https://bankless.cc/Celo
🔑 COINSHIFT | TREASURY MANAGEMENT
https://bankless.cc/Coinshift
⚡️ IMMUTABLE X | CRYPTO GAMING
https://bankless.cc/ImmutableX
⭕️ OPERA | CRYPTO BROWSER & WALLET
https://bankless.cc/Opera
Topics Covered:
0:00 Intro
2:30 Victor’s Story
4:30 Humanode
7:00 How it Works
9:30 Dystopian Problems
12:10 Usage and Growth
15:10 Roadmaps and Alpha
17:55 Sybil Resistance in Web3
23:00 Use Cases
26:05 Gitcoin Passport
30:45 Governance
34:30 Changing the World
40:00 The Fourth Turning
41:20 Closing
Resources:
Humanode on Twitter:
https://twitter.com/humanode_io
Humanode:
https://humanode.io/
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Stephane Gosselin is the Founder of Flashbots, an R&D organization that’s trying to fix the most pernicious problem in crypto—the problem of MEV (Maximum Extractable Value).
Many of us are massively optimistic about crypto and aren’t worried too much about its future. However, this MEV thing could be our achilles heel.
On this episode, we dive into what Stephane and his team are doing to make MEV less of a potential weak point, how MEV works, and what our industry would look like if Flashbots didn't exist. And of course—so much more.
This is another fundamental Bankless episode that you won’t want to miss.
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
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BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: VITALIK
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
9:28 MEV Explained & Its Importance
13:35 The Evil Side of MEV
21:26 MEV Utopia vs. Dystopia
28:54 Competitiveness, Market Structure, Equilibrium
32:10 MEV Supply Chain Crashcourse
37:24 Timeline
38:56 Flashbots Thesis
42:31 No MEV Geth Scenario
45:15 Flashbots Continued
49:10 Solutions
51:15 MEV Boost
1:00:18 MEV Boost Adoption
1:05:10 Differences in Staking APY
1:08:20 Flashbots Incentives
1:12:57 Infinite Problems to be Solved?
1:14:35 PBS
1:17:54 Relayer Role
1:20:05 Weird MEV Potential Merge Issues?
1:22:40 Byproducts of MEV Boost
1:27:17 New Builder Market Speculation
1:31:15 Stephane’s Optimism
1:32:55 Closing & Disclaimer
Resources:
Stephane Gosselin
https://twitter.com/thegostep
MEV-Boost in a Nutshell
https://boost.flashbots.net/
Flashbots Blog Posts
https://writings.flashbots.net/writings
Guide to Ethereum Roadmap
https://newsletter.banklesshq.com/p/guide-to-the-ethereum-roadmap-jon#details
Ethereum’s Hidden Power Structure
https://newsletter.banklesshq.com/p/125-matt-cutler#details
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
3rd Week of August, 2022
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: VITALIK
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
3:30 MARKETS
7:25 The Merge
https://twitter.com/RyanSAdams/status/1559150913834684418
14:40 The S&P Price
https://twitter.com/CanteringClark/status/1559164367903637506
16:10 Arthur Hayes Bullish
https://cryptohayes.medium.com/eth-flexive-7e1921123f64
18:00 NEWS
19:00 Tornado Cash
https://twitter.com/RyanSAdams/status/1558044593937170433
20:00 Arresting Developers!
https://www.fiod.nl/arrest-of-suspected-developer-of-tornado-cash/
22:12 Writing Code is a Crime?
https://twitter.com/jchervinsky/status/1559534385128415235
24:35 Coin Center Legal Analysis
https://twitter.com/jerrybrito/status/1559171083105976321
27:06 Historic Money Laundering
https://twitter.com/avsa/status/1558076159102967810
31:18 Tornado Cash Backlash
https://twitter.com/MicahZoltu/status/1558012733412753408
33:32 DeFi Backbone
https://twitter.com/AntonioMJuliano/status/1558444605271597058
36:12 Censorship Resistance
https://twitter.com/LefterisJP/status/1558944794658873344
36:47 Soft Fork Power
https://twitter.com/ercwl/status/1559265708411965440
47:00 Eric Wall Takes
https://twitter.com/ercwl/thread/1559678652308144129
50:24 BTC Maxi Twitter
https://twitter.com/ercwl/status/1559265708411965440/retweets/with_comments
52:47 Press X to Slash
https://twitter.com/brad_eth/status/1559355035623903233
56:00 Selkis Metal AF
https://twitter.com/twobitidiot/status/1558849512780734472
58:00 Toxic Maximalism
https://twitter.com/ercwl/status/1559692710822481923
59:22 Kevin O’Leary
https://www.tronweekly.com/tornado-cash-take-down-was-crucial-kevin-oleary/
1:01:00 What We Can Do
https://twitter.com/JWVerret/status/1559470517941329920
1:03:07 Digital Bill of Rights
https://twitter.com/RyanSAdams/status/1558481645040197632
1:04:52 Gitcoin September 7th
https://twitter.com/RyanSAdams/status/1559565929163390979
1:06:07 Celsius Down $3 Billion
https://twitter.com/blockworks_/status/1559290989688274944
1:06:37 Mashinsky Trading Strategy
https://t.co/IkjtzHp8zl
1:07:27 3ac New Yorker
https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html
1:10:02 Genesis CEO Exits
https://www.bloomberg.com/news/articles/2022-08-17/genesis-ceo-steps-down-as-crypto-broker-slashes-its-workforce
1:12:30 The Exact Merge Time
https://twitter.com/vdWijden/status/1559232749210406917
1:14:20 Gnosis Safe Airdrop
https://twitter.com/OlimpioCrypto/thread/1560284884156956677
1:16:55 OpenSea Stolen NFT Policy
https://decrypt.co/107368/opensea-changes-stolen-nft-policy-following-user-outcry
1:19:05 Sudoswap Crushing It
https://thedefiant.io/sudoswap-nft-amm
1:19:30 BendDAO Liquidation Risk
https://twitter.com/cirrusnft/status/1559954449002401792
1:22:12 Mailchimp Crypto Crackdown
https://decrypt.co/107099/intuit-owned-mailchimp-is-banning-crypto-content-creators
1:22:50 Taiwan IPFS
https://decrypt.co/107293/taiwan-turns-to-ipfs-tech-to-thwart-cyberattacks-from-china
1:25:25 SEC Suing Dragonchain
https://cointelegraph.com/news/2017-icos-aren-t-over-yet-sec-files-suit-against-dragonchain-and-its-founder
1:27:32 Canada Crackdown?
https://twitter.com/TrustlessState/status/1560048202446999552
1:30:30 Inflation Reduction Act
https://www.cnbc.com/2022/08/12/house-to-vote-on-inflation-reduction-act-tax-and-climate-bill.html
1:32:10 Galleon Portfolios
https://blog.galleon.community/introducing-galleon-portfolios-narrative-based-indices-65c50be51c28
1:33:20 a16z $350m in Flow with Adam Neumann
https://twitter.com/andrewrsorkin/status/1559148342013296641
1:35:30 Dragonfly Buys Metastable
https://www.coindesk.com/business/2022/08/15/crypto-venture-capital-firm-dragonfly-buys-hedge-fund-report/
1:36:00 Jobs
https://pallet.xyz/list/bankless/jobs
1:38:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1559934036352589825
1:38:45 Staking After the Merge
https://twitter.com/mrymz_2/status/1559944361395101696
1:40:30 Post-Merge Narrative
https://twitter.com/p3te_eth/status/1559947163832139777
1:42:00 TAKES
1:42:20 DYOR
https://twitter.com/oooitscrime/status/1558846681747177476
1:44:25 Thanks OFAC!
https://twitter.com/valkenburgh/status/1559544321489223682
1:46:15 What David’s Bullish On
1:47:04 What Ryan’s Bullish On
1:49:45 Meme of the Week
https://twitter.com/null_eth/status/1557795334775926784
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?
Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.
This is our favorite kind of debate.
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
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BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
7:00 Hal & Ryan Thesis
18:28 The Merge is Happening
23:30 A Crowded Trade
29:23 Risks and Catalysts
36:10 Structural Significance
41:40 Blockspace Demand
46:40 Real vs Nominal Return
50:30 Miners vs Validators
56:00 Proof of Stake Wins
59:00 Store of Value
1:09:45 The Flippening
1:18:00 Price Predictions
Resources:
Hal Press
https://twitter.com/NorthRockLP
Ryan Berckmans
https://twitter.com/ryanberckmans
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Hudson Jameson is an Ethereum enthusiast and core developer liaison with a rich background in blockchain projects. He’s played an active role in shaping various online communities for decentralized technology, including Ethereum and more recently, Zcash.
On today’s episode, Hudson shares his storied crypto journey starting in 2015 when he first became interested in Ethereum through the ups and downs he experienced as a part of Ethereum’s inner circle, all the way to what he’s up to today.
Hudson closes with some heartfelt advice on burnout and mental health in the crypto space that you don’t want to miss.
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
4:40 Hudson’s Background
6:54 2015 Crypto
9:00 Fork and Fair Launch Era
14:26 Early Tribalism
19:28 How Hudson Stumbled on Ethereum
23:43 Early Ethereum Culture
28:40 Progress Through the Chaos
33:12 How Vitalik Handled the Chaos
37:24 Why PoS Took So Long
38:45 When Bullish ETH Became Clear
41:34 Augur & ICOs
44:51 Hudson & Inner Circle in 2017
47:46 The DAO Hack
53:30 2018-2020 Bear Market
1:00:11 Core Devs Tug-a-War
1:08:00 The Ethereum Community
1:09:41 Hudson Steps Down From EF & Burnout Culture
1:14:35 Hudson’s Legacy So Far
1:17:05 Improving Crypto’s Culture
1:20:37 Privacy
1:21:45 Closing
Resources:
Hudson Jameson
https://twitter.com/hudsonjameson
https://hudsonjameson.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Hudson Jameson is an Ethereum enthusiast and core developer liaison with a rich background in blockchain projects. He’s played an active role in shaping various online communities for decentralized technology, including Ethereum and more recently, Zcash.
On today’s episode, Hudson shares his storied crypto journey starting in 2015 when he first became interested in Ethereum through the ups and downs he experienced as a part of Ethereum’s inner circle, all the way to what he’s up to today.
Hudson closes with some heartfelt advice on burnout and mental health in the crypto space that you don’t want to miss.
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
4:40 Hudson’s Background
6:54 2015 Crypto
9:00 Fork and Fair Launch Era
14:26 Early Tribalism
19:28 How Hudson Stumbled on Ethereum
23:43 Early Ethereum Culture
28:40 Progress Through the Chaos
33:12 How Vitalik Handled the Chaos
37:24 Why PoS Took So Long
38:45 When Bullish ETH Became Clear
41:34 Augur & ICOs
44:51 Hudson & Inner Circle in 2017
47:46 The DAO Hack
53:30 2018-2020 Bear Market
1:00:11 Core Devs Tug-a-War
1:08:00 The Ethereum Community
1:09:41 Hudson Steps Down From EF & Burnout Culture
1:14:35 Hudson’s Legacy So Far
1:17:05 Improving Crypto’s Culture
1:20:37 Privacy
1:21:45 Closing
Resources:
Hudson Jameson
https://twitter.com/hudsonjameson
https://hudsonjameson.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
This conversation has been a long time coming. Polynya is a pseudonymous writer, investor, and crypto researcher.
Polynya coined the term “modular blockchain” and has been influential on 100 different crypto topics, most notably on rollups, though they’re quick to point out that rollups are no longer their main focus.
This is a unique episode, in which Bankless DAO’s Eureka John acts out Polynya’s voice based on a 5-hour text-based discord interview. Tune in as we explore Polynya’s fascinating mind, covering their broad crypto thesis, EIP-4844, and the future of Ethereum Scalability.
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🚀 ROCKET POOL | ETH STAKING
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
9:00 Polynya the Anon
13:45 Polynya IRL
20:05 Cautious Optimism
25:35 Polynya’s Crypto Thesis
29:58 Accruing Value at the L1
31:54 Bitcoin vs Ethereum
33:30 Alt-L1s and Decentralization
35:10 Everything is Finance
38:10 Layer 2 Value Capture
41:33 Rollups vs ETH
45:30 Increasing L2 Demand
47:40 Layer 2 Tokens
52:45 A Symbiotic Relationship
56:08 Cosmos and Alt-L1s
58:45 App-Specific Chains
1:00:30 All Just Chains and Bridges
1:02:14 Why Cardano Rocks and Sucks
1:04:23 Cults and Tribalism
1:05:20 Changing Crypto
1:06:54 Changing the World
1:07:35 Polynya’s Message
1:08:30 Thank You Polynya
Resources:
Polynya on Twitter:
https://twitter.com/apolynya?s=20&t=4Cws8vmOo7v2mRmI8mGyfw
Polynya’s Writing:
https://polynya.medium.com/
Modular Blockchains:
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum
Eureka John:
https://twitter.com/EurekaJohn1?s=20&t=ws5GNZKUSZtegsJQkvcuAg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
2nd Week of August, 2022
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
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BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:00 MARKETS
7:30 ETH BTC Ratio
https://ratiogang.com/
12:30 Gas Markets
https://twitter.com/TrustlessState/status/1555560926945939457?s=20&t=VcAg464--JOGiSzeNbyayA
15:45 CPI Interest
https://twitter.com/business/status/1557345174015066113
20:00 Layer 2 TVL
https://l2beat.com/
20:40 VC Money
https://twitter.com/fintechintern/status/1556444033555234816?s=21&t=XxUVGr0qz0svCx83Xdo7Rg
22:00 EIP-1559 Anniversary
https://twitter.com/takenstheorem/status/1555531313939087363?s=20&t=ptIP5_rsdZo0gUdYXg7U5A
26:30 NEWS
27:15 Goerli Testnet Merge
Announcement: https://twitter.com/BanklessHQ/status/1557544247619878913?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ
Pandas! https://twitter.com/TimBeiko/status/1557543798523146240?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ
Details: https://twitter.com/vdWijden/status/1557555377314701312?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ
33:00 Tornado Cash Ban
Press Release: https://home.treasury.gov/news/press-releases/jy0916
37:10 Secretary Blinken
https://twitter.com/SecBlinken/status/1556661834287140868?s=20&t=4wDLBQG8U7PusK0R-3UCTQ
Full Story: https://youtu.be/lJZx8RyeJys
38:20 Freezing USDC
https://twitter.com/bantg/status/1556712790894706688?s=21&t=iEzJRHGq48PgLH0Id10pNw
39:40 Github Suspensions
https://twitter.com/semenov_roman_/status/1556717890308653059?s=20&t=-Um1R1tQa_4YPLFEAY9GGw
40:30 Summary Thread
https://twitter.com/SethHertlein/thread/1557442355678117889
44:05 MakerDAO Impact
https://thedefiant.io/tornado-impact-makerdao-dai
48:30 Normalizing Tyranny
https://twitter.com/RyanSAdams/status/1557121749334065154?s=20&t=uv3Ux69ZVUrVvYjhUE9Okw
55:30 Fake Solana DeFi?
https://www.coindesk.com/layer2/2022/08/04/master-of-anons-how-a-crypto-developer-faked-a-defi-ecosystem/
1:02:00 Coinbase BlackRock Partnership
https://blog.coinbase.com/coinbase-selected-by-blackrock-provide-aladdin-clients-access-to-crypto-trading-and-custody-via-b9e7144f313d
1:03:00 Arbitrum Nova
https://twitter.com/arbitrum/status/1557025237769805825
1:06:35 Uniswap Foundation
https://gov.uniswap.org/t/temperature-check-create-the-uniswap-foundation/17358
1:07:30 MakerDAO HVBank
https://twitter.com/SebVentures/status/1555234746539581444?s=20&t=rtTTlkxuLHK_73JuqFqrSA
1:09:05 Meta Instagram NFTs
https://www.theblock.co/post/161497/meta-expands-digital-collectables-support-on-instagram-to-100-more-countries-adopts-flow-blockchain
1:09:30 Voyager Bankruptcy
https://decrypt.co/106791/voyager-digital-approved-return-270-million-clients
1:10:10 Immutable Gamestop
https://twitter.com/Immutable/status/1556797772275208192
1:10:30 Vitalik Compression
https://twitter.com/VitalikButerin/status/1554983955182809088?s=20&t=CP_wmjSv-X4KGDtdVjhk6A
1:12:30 Jobs
https://pallet.xyz/list/bankless/jobs
1:16:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1557397382744006656?s=20&t=D9vf5Thb0BlBK7osdhdYyg
1:16:30 How to get the PoW fork?
https://twitter.com/accounthome11/status/1557469851270238212?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ
1:18:35 Bridge Risk
https://twitter.com/avi_g_/status/1557406430977994752?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ
1:22:00 Staking Wait Time
https://twitter.com/mmaatt78/status/1557471309554237440?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ
1:22:30 TAKES
1:23:00 Pausing OP Incentives
https://twitter.com/apolynya/thread/1556848533596037120
1:24:10 NFT Roulette
https://twitter.com/ryananderson/status/1555639880612564992
1:25:20 Banning SSL
https://twitter.com/phunk9871/status/1557309945841958912?s=21&t=V2jbdxuDNkHwLw9ZWbuQyA
1:26:50 State of Market
https://twitter.com/notthreadguy/status/1557370241377763329?s=20&t=FAvjCgR1WvvG4Fko8XHcug
1:27:30 What David’s Bullish On
1:30:10 What Ryan’s Bullish On
1:34:00 Meme of the Week
https://twitter.com/calebini/status/1556090898487816192?s=20&t=qS3xmkeCe0NChYWbcVIgiA
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
On Monday, the U.S. Treasury Department made a smart contract illegal.
They can do that??
David walks you through the news, with multiple interviews from Jerry Brito and Collins Belton, two experts in the matter.
Let us know how you like the format!
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
Opening Shot: https://twitter.com/RyanSAdams/status/1556743328774995971?s=20&t=OzfqFxxolrjhwZICo4KV6w
Ripple Effects: https://twitter.com/collins_belton/thread/1556650759994970113
Neutral Tool: https://twitter.com/jerrybrito/status/1556667240711438337?s=20&t=avKH9mQ1_3KDno2P2THs7Q
4:00 What is OFAC?
Overview: https://home.treasury.gov/policy-issues/office-of-foreign-assets-control-sanctions-programs-and-information
Press Release: https://home.treasury.gov/news/press-releases/jy0916
Sec Blinken: https://twitter.com/SecBlinken/status/1556677862345801728?s=20&t=QwqpNxU9CYKPz8LhBATSFQ
7:44 What is Tornado Cash?
Breakdown: https://blog.chainalysis.com/wp-content/uploads/2022/08/tornado-pie-1536x1034.png
Treasury Misleading: https://twitter.com/USTreasury/status/1556655337431785472?s=20&t=Jw5y0Xr4fHSelCzfhWvYlQ
Alex Svanevik: https://twitter.com/ASvanevik/status/1556983834809614337?s=20&t=OCDr5P9jRweG9RVYdmmxKQ
10:20 Using Tornado Cash
Neeraj Meme: https://twitter.com/NeerajKA/status/1556707552251060225?s=20&t=UNffL4gM4hBsaXDEZ0gJ_w
Clean ETH2 Addresses: https://twitter.com/econoar/status/1556775153153048582?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw
More Use Cases: https://twitter.com/RezaJafery/status/1556751888896258049?s=20&t=9rJ2buSh4PCTPMlNKezAyw
12:15 Banning Smart Contracts
Coin Center Announcement: https://www.coincenter.org/u-s-treasury-sanction-of-privacy-tools-places-sweeping-restrictions-on-all-americans/
17:08 Ripple Effects
Circle: https://www.theblock.co/post/162172/circle-freezes-usdc-funds-in-tornado-cashs-us-treasury-sanctioned-wallets
Github: https://twitter.com/bantg/status/1556721709931175937?s=20&t=LSCI_12-Giipv727Y52qUg
Infura & Alchemy: https://twitter.com/0xdev0/status/1556933551073153024
20:55 A Ban on Who?
Cobie & Gainzy: https://twitter.com/cobie/status/1556647650212155394?s=20&t=F8nhR0zX4PkbGGOl1JmBCQ
Depositing .1 ETH: https://twitter.com/josephdelong/status/1557011056572129280?s=20&t=F1JszlO7Zm0lm4EGsgBrNg
23:14 A Chilling Effect
Attacking Free Speech: https://twitter.com/matthew_d_green/status/1556764387796340736?s=20&t=w8K19sEWj_AVS372HOjHTw
25:47 Decentralization
Priorities: https://twitter.com/econoar/status/1556825245381578753?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
On Monday, the U.S. Treasury Department made a smart contract illegal.
They can do that??
David walks you through the news, with multiple interviews from Jerry Brito and Collins Belton, two experts in the matter.
Let us know how you like the format!
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
Opening Shot: https://twitter.com/RyanSAdams/status/1556743328774995971?s=20&t=OzfqFxxolrjhwZICo4KV6w
Ripple Effects: https://twitter.com/collins_belton/thread/1556650759994970113
Neutral Tool: https://twitter.com/jerrybrito/status/1556667240711438337?s=20&t=avKH9mQ1_3KDno2P2THs7Q
4:00 What is OFAC?
Overview: https://home.treasury.gov/policy-issues/office-of-foreign-assets-control-sanctions-programs-and-information
Press Release: https://home.treasury.gov/news/press-releases/jy0916
Sec Blinken: https://twitter.com/SecBlinken/status/1556677862345801728?s=20&t=QwqpNxU9CYKPz8LhBATSFQ
7:44 What is Tornado Cash?
Breakdown: https://blog.chainalysis.com/wp-content/uploads/2022/08/tornado-pie-1536x1034.png
Treasury Misleading: https://twitter.com/USTreasury/status/1556655337431785472?s=20&t=Jw5y0Xr4fHSelCzfhWvYlQ
Alex Svanevik: https://twitter.com/ASvanevik/status/1556983834809614337?s=20&t=OCDr5P9jRweG9RVYdmmxKQ
10:20 Using Tornado Cash
Neeraj Meme: https://twitter.com/NeerajKA/status/1556707552251060225?s=20&t=UNffL4gM4hBsaXDEZ0gJ_w
Clean ETH2 Addresses: https://twitter.com/econoar/status/1556775153153048582?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw
More Use Cases: https://twitter.com/RezaJafery/status/1556751888896258049?s=20&t=9rJ2buSh4PCTPMlNKezAyw
12:15 Banning Smart Contracts
Coin Center Announcement: https://www.coincenter.org/u-s-treasury-sanction-of-privacy-tools-places-sweeping-restrictions-on-all-americans/
17:08 Ripple Effects
Circle: https://www.theblock.co/post/162172/circle-freezes-usdc-funds-in-tornado-cashs-us-treasury-sanctioned-wallets
Github: https://twitter.com/bantg/status/1556721709931175937?s=20&t=LSCI_12-Giipv727Y52qUg
Infura & Alchemy: https://twitter.com/0xdev0/status/1556933551073153024
20:55 A Ban on Who?
Cobie & Gainzy: https://twitter.com/cobie/status/1556647650212155394?s=20&t=F8nhR0zX4PkbGGOl1JmBCQ
Depositing .1 ETH: https://twitter.com/josephdelong/status/1557011056572129280?s=20&t=F1JszlO7Zm0lm4EGsgBrNg
23:14 A Chilling Effect
Attacking Free Speech: https://twitter.com/matthew_d_green/status/1556764387796340736?s=20&t=w8K19sEWj_AVS372HOjHTw
25:47 Decentralization
Priorities: https://twitter.com/econoar/status/1556825245381578753?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
David Chaum is a computer scientist and an OG member of the cryptography community. His innovation has driven much of the mathematical foundation of cryptocurrency, and he continues to work on projects like xx Network.
In 1985, David issued this warning to the public:
“Computerization is robbing individuals of the ability to monitor and control the ways information about them is used. Already, public and private sector organizations acquire extensive personal information and exchange it amongst themselves… The automation of payment and other consumer transactions is expanding these dangers to an unprecedented extent.”
In today’s surveillance capitalism, it’s clear that we need cryptography now more than ever.
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:00 David Chaum
11:30 60s Technology
20:00 60s Culture
23:55 A New Direction in Cryptography
33:30 The Fork in the Road
41:50 Minimum Disclosure
48:25 Traffic Analysis
56:05 Surveillance Capitalism
1:02:00 The State of Data Today
1:12:00 New Ideas and Society
1:15:40 Advice to Crypto
Resources:
David on Twitter:
https://twitter.com/chaumdotcom?s=20&t=u3ULosGOPIOTPZobdnMKkw
David’s Website:
https://chaum.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/debrief-rise-of-the-network-state
Balaji Srinivasan is an investor, founder, and Former CTO of Coinbase and GP at a16z and author of The Network State, which will be the main focus of the podcast today.
The Network State explores ideas surrounding digital communities and the future of how we coordinate as a species. A startup society fosters the emergence of network unions, which evolve into a network archipelago—eventually calcifying into the network state.
As we muse about the fate of human systems, we explore mental models for understanding the digital revolution and how we can allow coordination to thrive.
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:19 Common Denominators
8:50 Micro vs. Macro History
15:15 The Network State
19:05 Online Communities
23:50 Nation vs. The State
36:20 Why A Nation State
40:18 The One Commandment
1:02:44 Being Inside the Network State
1:08:00 Bankess x the Network State
1:13:38 What’s the Incentive?
1:19:30 Violence’s Role
1:33:48 Non-Wealthy Critique
1:38:53 Everyone Joins the Network State
1:44:20 Network State Action Items
1:48:46 Closing & Disclaimers
Resources:
Balaji
https://twitter.com/balajis
The Network State
https://thenetworkstate.com/
Dashboard
https://thenetworkstate.com/dashboard
Vitalik’s Review
https://vitalik.ca/general/2022/07/13/networkstates.html#what-is-a-network-state
One Commandment
https://thenetworkstate.com/the-one-commandment
FDIC Insured Bank Charts & Fintech Tweets
https://twitter.com/balajis/status/1351068210930601984
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
First Friday of August, 2022
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:00 MARKETS
7:23 All Time High
https://messari.io/screener/bear-market-vibes-C66F0A22
9:30 Mainstream ETH
https://twitter.com/TheStalwart/status/1554061312443006976
11:15 Bullish on the Merge
https://twitter.com/data_always/status/1554521769591144448
15:20 Ethereum ESG
https://twitter.com/Data_Always/thread/1554560847585886210
17:02 ENS Boom
https://twitter.com/ensdomains/status/1554099225352290304
20:20 Opensea.eth
https://twitter.com/degentraland/status/1554592812674449410
22:00 NEWS
24:00 $200m Nomad Bridge Hack
https://www.coindesk.com/tech/2022/08/02/nomad-bridge-drained-of-nearly-200-million-in-exploit/
31:55 Returning Funds
https://www.theblock.co/post/161175/nomad-hack-ethical-hackers-return-9-million-to-exploited-crypto-bridge-platform
33:45 Are All Bridges Vulnerable?
https://twitter.com/bkiepuszewski/thread/1554375783577276416
38:45 Bridge Security
https://twitter.com/RyanSAdams/status/1483803596055621632
48:35 Solana Wallet Hack
https://thedefiant.io/solana-wallet-breach/
49:30 Explaining the Hack
https://twitter.com/milesdeutscher/thread/1554853898497576960
52:20 Plaintext
54:00 David’s Wallet Advice
https://twitter.com/trustlessstate/status/1554628479848685572
59:05 Ethereum Proof of Work Chain
https://twitter.com/ceterispar1bus/status/1553113853361258505
1:06:00 Other News
1:08:00 Aave Multichain Strategy
https://cointelegraph.com/news/aave-devs-propose-freezing-fantom-integration-citing-lack-of-traction-and-potential-vulnerability
1:10:10 SushiSwap Chef Compensation
https://thedefiant.io/sushiswap-head-chef-may-pocket-a-third-of-all-tokens-paid-to-staff/
1:10:40 Optimism Bedrock
https://twitter.com/optimismFND/thread/1554528451767451650
1:13:15 Happy Birthday Ethereum!
https://twitter.com/BlockGeekDima/status/1553331229285548044
1:13:35 Michael Saylor Steps Down
https://twitter.com/tier10k/status/1554558287940669440
1:15:30 NFT News
Tiffany CryptoPunks
https://twitter.com/tiffanyandco/status/1553742328652877827
Magic Eden Supporting ETH
https://twitter.com/MagicEden/status/1554497669032206336
Rainbow Wallet
https://twitter.com/rainbowdotme/status/1551978336359890944
StarkNet
https://twitter.com/aspectdotco/status/1554119172262490112
1:19:00 Robinhood Fined $30M
https://twitter.com/alyssachoo_/thread/1554493577249669123
1:20:08 Commodity Senate Bill
https://www.reuters.com/markets/us/senate-bill-would-hand-bitcoin-ether-oversight-commodities-regulator-2022-08-03/
1:21:00 SEC Charges Forsage
https://www.theblock.co/post/160624/sec-charges-forsage-founders-promoters-in-300-million-crypto-ponzi-scheme-lawsuit
1:21:50 Quick News Hits
Celsius Leak
https://blockworks.co/celsius-admits-customer-emails-leaked-in-third-party-data-breach/
Babel Finance
https://www.theblock.co/post/160230/babel-finance-crypto-lost-280-million-proprietary-trading-restructuring
Coinbase ETH Staking
https://twitter.com/CoinbaseInsto/status/1554186523800526848
Swell Network
https://twitter.com/swellnetworkio/status/1552891765237026816
Immutable X Gamestop
https://twitter.com/Immutable/status/1552821358773448705
1:23:36 Raises
Variant Fund III
https://variant.fund/articles/introducing-variant-fund-iii/
Vee Friends a16z
https://blog.veefriends.com/veefriends-closes-seed-round-from-a16z-crypto-afa151561051
1:24:15 Jobs
https://pallet.xyz/list/bankless/jobs
1:26:00 Questions from the Nation
1:27:30 DCA into a Token
https://twitter.com/Madge_80/status/1554862719223963652
1:31:00 Getting a Job in Crypto
https://twitter.com/patduds/status/1554876401928454144
1:33:00 TAKES
1:33:30 Authoritarian vs Libertarian
https://twitter.com/balajis/status/1552776283968323585
1:35:30 Goalposts Moving
https://twitter.com/sassal0x/status/1553750144515842049
1:36:30 Call Out Scammers
https://twitter.com/VitalikButerin/status/1554258761727938561
1:39:55 Caring About Decentralization
https://twitter.com/RyanSAdams/status/1553488247564767234
1:41:00 Fees-Driven Bulls Market
https://twitter.com/TrustlessState/status/1553477269544484864
1:42:12 What David’s Bullish On
1:43:25 What Ryan’s Bullish On
1:46:20 Meme of the Week
https://twitter.com/memejority/status/1554493706945720321?s=21&t=tu1DynjBZTppSHroSEfswg
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
First Friday of August, 2022
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:00 MARKETS
7:23 All Time High
https://messari.io/screener/bear-market-vibes-C66F0A22
9:30 Mainstream ETH
https://twitter.com/TheStalwart/status/1554061312443006976
11:15 Bullish on the Merge
https://twitter.com/data_always/status/1554521769591144448
15:20 Ethereum ESG
https://twitter.com/Data_Always/thread/1554560847585886210
17:02 ENS Boom
https://twitter.com/ensdomains/status/1554099225352290304
20:20 Opensea.eth
https://twitter.com/degentraland/status/1554592812674449410
22:00 NEWS
24:00 $200m Nomad Bridge Hack
https://www.coindesk.com/tech/2022/08/02/nomad-bridge-drained-of-nearly-200-million-in-exploit/
31:55 Returning Funds
https://www.theblock.co/post/161175/nomad-hack-ethical-hackers-return-9-million-to-exploited-crypto-bridge-platform
33:45 Are All Bridges Vulnerable?
https://twitter.com/bkiepuszewski/thread/1554375783577276416
38:45 Bridge Security
https://twitter.com/RyanSAdams/status/1483803596055621632
48:35 Solana Wallet Hack
https://thedefiant.io/solana-wallet-breach/
49:30 Explaining the Hack
https://twitter.com/milesdeutscher/thread/1554853898497576960
52:20 Plaintext
54:00 David’s Wallet Advice
https://twitter.com/trustlessstate/status/1554628479848685572
59:05 Ethereum Proof of Work Chain
https://twitter.com/ceterispar1bus/status/1553113853361258505
1:06:00 Other News
1:08:00 Aave Multichain Strategy
https://cointelegraph.com/news/aave-devs-propose-freezing-fantom-integration-citing-lack-of-traction-and-potential-vulnerability
1:10:10 SushiSwap Chef Compensation
https://thedefiant.io/sushiswap-head-chef-may-pocket-a-third-of-all-tokens-paid-to-staff/
1:10:40 Optimism Bedrock
https://twitter.com/optimismFND/thread/1554528451767451650
1:13:15 Happy Birthday Ethereum!
https://twitter.com/BlockGeekDima/status/1553331229285548044
1:13:35 Michael Saylor Steps Down
https://twitter.com/tier10k/status/1554558287940669440
1:15:30 NFT News
Tiffany CryptoPunks
https://twitter.com/tiffanyandco/status/1553742328652877827
Magic Eden Supporting ETH
https://twitter.com/MagicEden/status/1554497669032206336
Rainbow Wallet
https://twitter.com/rainbowdotme/status/1551978336359890944
StarkNet
https://twitter.com/aspectdotco/status/1554119172262490112
1:19:00 Robinhood Fined $30M
https://twitter.com/alyssachoo_/thread/1554493577249669123
1:20:08 Commodity Senate Bill
https://www.reuters.com/markets/us/senate-bill-would-hand-bitcoin-ether-oversight-commodities-regulator-2022-08-03/
1:21:00 SEC Charges Forsage
https://www.theblock.co/post/160624/sec-charges-forsage-founders-promoters-in-300-million-crypto-ponzi-scheme-lawsuit
1:21:50 Quick News Hits
Celsius Leak
https://blockworks.co/celsius-admits-customer-emails-leaked-in-third-party-data-breach/
Babel Finance
https://www.theblock.co/post/160230/babel-finance-crypto-lost-280-million-proprietary-trading-restructuring
Coinbase ETH Staking
https://twitter.com/CoinbaseInsto/status/1554186523800526848
Swell Network
https://twitter.com/swellnetworkio/status/1552891765237026816
Immutable X Gamestop
https://twitter.com/Immutable/status/1552821358773448705
1:23:36 Raises
Variant Fund III
https://variant.fund/articles/introducing-variant-fund-iii/
Vee Friends a16z
https://blog.veefriends.com/veefriends-closes-seed-round-from-a16z-crypto-afa151561051
1:24:15 Jobs
https://pallet.xyz/list/bankless/jobs
1:26:00 Questions from the Nation
1:27:30 DCA into a Token
https://twitter.com/Madge_80/status/1554862719223963652
1:31:00 Getting a Job in Crypto
https://twitter.com/patduds/status/1554876401928454144
1:33:00 TAKES
1:33:30 Authoritarian vs Libertarian
https://twitter.com/balajis/status/1552776283968323585
1:35:30 Goalposts Moving
https://twitter.com/sassal0x/status/1553750144515842049
1:36:30 Call Out Scammers
https://twitter.com/VitalikButerin/status/1554258761727938561
1:39:55 Caring About Decentralization
https://twitter.com/RyanSAdams/status/1553488247564767234
1:41:00 Fees-Driven Bulls Market
https://twitter.com/TrustlessState/status/1553477269544484864
1:42:12 What David’s Bullish On
1:43:25 What Ryan’s Bullish On
1:46:20 Meme of the Week
https://twitter.com/memejority/status/1554493706945720321?s=21&t=tu1DynjBZTppSHroSEfswg
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The zkWars are heating up. With 3 different teams recently announcing their zkEVM, we’re joined by Alex Gluchowski of zkSync and Ye Zhang of Scroll.
Optimism’s Ben Jones cohosts as we explore why zkEVM is such a big deal, the respective roadmaps to mainnet, and of course… wen token?
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:15 Crypto 101
10:00 Alex and Ye
13:25 zkSync
18:20 Scroll
22:30 What's Different about zkSync
31:10 What's Different about Scroll
37:15 zkProof Performance
41:30 Decentralizing Provers
46:30 Approaching Developers
57:07 Challenges to Upgrading
1:03:40 Vibe Check
1:09:20 Centralized Keys
1:17:45 Closing
Resources:
Ben Jones
https://twitter.com/ben_chain
Alex Gluchowski
https://twitter.com/gluk64
Ye Zhang
https://twitter.com/yezhang1998
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Anthony Gustin is the host of The Natural State Podcast, author of the best-selling, “Keto Answers,” and former sports rehab clinician turned entrepreneur, amateur farmer, investor, and advisor.
You might be noticing that Anthony isn’t a crypto bro. However, as David explains in many Bankless episodes, crypto principles can be seen in many other industries as well—including the food industry.
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
7:35 Anthony’s Background
11:35 Centralized Food Production
14:08 Divergent Food Products
20:29 Fake Food Ingredients
22:30 Government Lobbying
25:40 Corn Subsidization
28:07 Remaining Problems
31:20 Disconnection to Food
36:11 Fragility Monocrop Culture
42:40 Systems Breaking Down
48:26 What Anthony’s Excited About
51:07 The Path Forward
1:05:00 Regeneration, Carbon, & Methane
1:20:19 Sustainable Scaling Solutions
1:28:43 Advice For You
1:32:18 Sunburn & Seed Oils
1:36:08 More Advice
1:38:58 Anthony’s Question to David
1:42:36 Closing
Resources:
Anthony Gustin
https://dranthonygustin.com/
Ground Work Collective
https://groundworkcollective.com/
Anthony’s Twitter
https://twitter.com/dranthonygustin/
Anthony’s Instagram
https://www.instagram.com/dranthonygustin/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In this two-part Bankless Series, we're exploring the Nouns DAO. In episode one, we're chatting with The Nounders, aka the founders of the Nouns DAO. In episode two, we'll be chatting with a few Nouners, aka some Nouns DAO members.
The Nouns project has taken the crypto ecosystem by storm. Hear why and how in the episode!
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
6:00 Nouns DAO Origin
9:05 CryptoPunks vs. Nouns
11:55 4156's Tweet Thread
13:05 Noun Distribution Mechanism
22:20 Noun Art, Properties, & Rarity
37:00 Nouns Governance
44:25 Nounish Culture & Direction
52:00 Nouns DAO Proposals
54:50 Nouners Wednesday Episode
57:05 Closing
Resources:
4156
https://twitter.com/punk4156
Vapeape
https://twitter.com/punk4464
Seneca
https://twitter.com/cryptoseneca
Nouns DAO
https://twitter.com/nounsdao
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode:
https://shows.banklesshq.com/p/debrief-how-to-fix-defi-tokens
This is Hasu’s 5th appearance on Bankless and this might be his best one yet. If you’re unfamiliar, Hasu is a crypto-economic researcher at Paradigm, strategist at Flashbots solving MEV, host of Uncommon Core, and more recently, a Governor delegate for MakerDAO and overall DAO governance thinker.
In this episode, we’re going to reorg your brain about what it means to be a DAO. Hear what’s broken about DAOs, the potential solutions, what regulation could do to help, and so much more.
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:10 DeFi Token Brokenness
12:36 Treasury Management
15:29 Uniswap Token & Fees
27:09 Uniswap’s Strategy
29:58 DAO Governance & Business
33:06 DAOs vs. Digital Organizations
41:55 Regulation vs. DAO Governance
44:53 Founder & Protocol Alignment
50:09 Regulatory Clarity
1:00:16 Regulation’s Bull Case
1:03:58 Game Theory & Gov. Adoption
1:08:05 DAO Constitutions
1:13:13 The Value Prop of DeFi
1:21:03 SubDAOs & Voting
1:28:00 DAO Costs
1:31:04 Summary & Action Items
1:34:09 Why Be Optimistic of DeFi
1:40:53 Closing & Disclaimers
Resources:
Hasu
https://twitter.com/hasufl
Fake Dao vs Real Daos by Gabriel Shapiro
https://lexnode.substack.com/p/defining-real-and-fake-daos
The Market for Promises by Anthony Lee Zhang
https://anthonyleezhang.substack.com/p/the-market-for-promises
A Stupid Simple Governance Framework by Andrew Beal
https://30000feet.substack.com/p/issue-72-a-stupid-simple-governance
Hasu’s Recent Maker Governance Post
https://vote.makerdao.com/address/0xafaff1a605c373b43727136c995d21a7fcd08989#delegate-credentials
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
In episode 5, Sunny Aggarwal joins us from the Cosmos ecosystem, and gives the high level on one of the more compelling theses in the crypto space.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
2:30 Sunny and EthCC
4:00 The Cosmos Vision
7:50 Horizontal vs Vertical
11:50 Acceleration Strategies
14:40 Ethereum Cosmos Overlap
Resources:
Sunny on Twitter:
https://twitter.com/sunnya97
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
In episode 6, we’re joined by Stani from Aave. With the GHO Stablecoin and Lens Protocol tackling two different corners of the crypto ecosystem, we explore the Web3 movement—where we’ve been, and where we’re headed.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
2:30 Stani Vibe Check
4:10 Analyzing the Ecosystem
7:20 Web3 Social Footprint
11:49 Non-Financial Use Cases
15:15 The Web3 Data Stack
19:24 The GHO Stablecoin
Resources:
Stani on Lens:
https://www.lensfrens.xyz/stani.lens
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
In the 7th episode, Disco’s Evin McMullen joins to discuss Web3 Identity and her work with VCs (Verifiable Credentials)
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:00 Evin in Paris
5:15 What’s Left to Do?
7:40 The Web3 Data Stack
12:00 The Emergent Human
15:30 Sybil Resistance
18:30 The Future of Identity
20:40 The Build Market
Resources:
Evin on Twitter:
https://twitter.com/provenauthority?s=20&t=GL1yGJyZjY92NyVIeCqfBA
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
In the 8th and final episode, we bring on the powerhouse duo of Austin Griffith and Kevin Owocki. This one is a lot of fun, and both of these builders are moving the space towards a more just, robust ecosystem.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
4th Week of July, 2022
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: STAKING
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
0:00 Intro
4:00 MARKETS
4:05 BTC Price
4:30 ETH Price
5:44 ETH/BTC
6:35 Total Crypto Market Cap
6:48 Gas Markets
8:18 Federal Reserve
18:34 NFT Price Floor Numbers
https://nftpricefloor.com/
21:06 Merge Sell Pressure
https://twitter.com/DeFiSurfer808/status/1550215641248026624
23:53 ETH vs. BTC Bear Market Chart
https://twitter.com/FelixOHartmann/status/1551323998465794050
31:15 NEWS
31:20 Three Arrows Capital Speaks
32:05 3AC Speaks
https://www.bloomberg.com/news/articles/2022-07-22/three-arrows-founders-en-route-to-dubai-describe-ltcm-moment#xj4y7vzkg
36:00 RSA Takeaway
https://twitter.com/RyanSAdams/status/1550481320933003265
41:50 Coinbase Insider Trading
41:55 Former Coinbase PM Arrested
https://www.theblock.co/post/158960/former-coinbase-product-manager-arrested-on-insider-trading-charges
45:05 Jake Take
https://twitter.com/jchervinsky/status/1550156019296247810
46:05 Jake 2nd Thread
https://twitter.com/jchervinsky/thread/1550515627961589762
48:25 Coinbase Does Not List Securities
https://blog.coinbase.com/coinbase-does-not-list-securities-end-of-story-e58dc873be79
50:30 Statement of Commissoner Caroline D. Pham on SEC
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement072122
52:38 SEC Probe
https://www.cnbc.com/2022/07/26/coinbase-shares-tumble-after-report-that-its-facing-sec-probe.html
https://twitter.com/0xSisyphus/status/1552300223682281472
52:55 Coinbase Down Bad
53:29 Cathie Wood $ARKK Sold 1.41M Shares
https://twitter.com/unusual_whales/status/1552085054653730816
53:53 Remember DeFi?
https://twitter.com/RyanSAdams/status/1550450216201076736
56:40 Georli Testnet Merge
https://twitter.com/BanklessHQ/status/1552712874543439876
59:30 ETH
59:57 zkEVM Differences
https://twitter.com/socketdottech/status/1550149054243360768
1:03:32 Uniswap Fees CRUSHING IT
https://twitter.com/haydenzadams/status/1551579707736473601
1:04:20 Uniswap Fee Switch Debate
https://gov.uniswap.org/t/fee-switch-design-space-next-steps/17132
1:06:00 AntPool Believes! (Will no one fork Ethereum?)
https://www.coindesk.com/business/2022/07/26/antpool-supports-ethereum-classic-ecosystem-with-10m-investment/
1:09:10 ETC Pumping lately
https://www.coingecko.com/en/coins/ethereum-classic
1:10:40 NFTs
1:10:50 POAP Making Moves in the WNBA
https://twitter.com/leadinscientist/status/1552298253194076166
https://poap.gallery/event/55974
1:12:30 REGULATION
Crypto Transactions Less Than $50
https://decrypt.co/106006/bipartisan-bill-seeks-to-eliminate-taxes-on-crypto-transactions-under-50
1:13:20 MISC
1:13:35 Solana Physical Stores
https://twitter.com/Scott_eth/status/1551539635137953793
1:14:05 Chipotle Dips into Crypto with ‘Buy the Dip’ Promo
https://decrypt.co/105916/chipotles-buy-the-dip-promo-includes-200k-in-crypto-for-customers-coinbase-accounts
1:14:35 RELEASES
1:14:40 Mirror’s Web3 Subscriptions
https://dev.mirror.xyz/Jn62zF5n62BfowdaFgm3uIx3Fgp2vIR7b-HTSxKVXqk
1:15:25 WalletConnect Chat
https://twitter.com/WalletConnect/status/1550061470595137536
1:15:50 RAISES
1:15:55 Aptos $150M From FTX Ventures, Jump Crypto & More
https://medium.com/aptoslabs/entering-the-next-phase-of-the-aptos-journey-with-added-funding-and-new-partners-d4daa03dd17c
1:18:18 Unstoppable Domains reaches unicorn status $65M Series A
https://blockworks.co/unstoppable-domains-reaches-unicorn-status-after-latest-raise/
1:18:45 Jobs
https://pallet.xyz/list/bankless/jobs
1:20:10 Devcon
https://devcon.org/tickets/
https://forms.gle/x6GHpq8MAZJCwwsq5
https://devcon.org/en/bogota/
1:23:20 Questions of the Week
https://twitter.com/MyMoneyPlanCH/status/1552341093911613441
https://twitter.com/FunnaEth/status/1552329571487432704
https://twitter.com/Sjr05d/status/1552324854522810368
1:33:27 TAKES
1:33:30 CT Sentiment (Hot and Cold)
https://twitter.com/CryptoCronkite/status/1552244606166831104
1:33:55 What Leads?
https://twitter.com/TrustlessState/status/1552452639249600514
1:35:50 Seattle NFT Museum
https://twitter.com/TimBeiko/status/1551312206704381952
1:36:50 Vitalik: Update on Roadmap
https://imgur.com/zrS4A3N
https://imgur.com/bb4AmvR
1:40:40 What David’s Bullish On
1:43:50 What Ryan’s Bullish On
1:47:16 Meme of the Week
https://twitter.com/HsakaTrades/status/1552648542153351169
1:48:15 Closing & Disclaimers
——-
Not financial or tax advice.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
This first episode is with Vitalik himself, in which we discuss his takes on the Ethereum roadmap, developer morale as we approach the Merge, and his incomparable drip.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
2:30 Vitalik’s New Meta
8:45 Ethereum Builds Faster
14:27 Developer Morale
17:11 Vitalik’s Drip
18:55 The App Layer
28:08 Surviving Conferences
29:45 Improving Communities
Resources:
Vitalik on Twitter:
https://twitter.com/VitalikButerin
Vitalik’s EthCC Talk:
https://youtu.be/kGjFTzRTH3Q
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
With Episode 2, Kain Warwick from Synthetix joins us to frame the next bull market. Pockets of DeFi are heating up, the Layer 2 narrative has room to breathe, and electricity (hopefully not COVID) is in the air.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
3:30 Kain Warwick
5:20 EthCC 2022
8:05 Alt Layer 1s
13:00 Layer 2 Vibes
16:00 The Fees Boom
18:27 Kain vs Su Zhu
21:17 Bull Market Goggles
23:14 Setting up the Next Bull
Resources:
Kain on Twitter:
https://twitter.com/kaiynne
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
In episode 3, we cover the recent announcement of the StarkWare token launch, the exploding zkEVM ecosystem, and the future of StarkWare.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
2:30 Eli and Uri
4:52 zkEVM Explosion
10:30 The StarkWare Approach
16:20 StarkNet on Ethereum
19:35 The StarkNet Token
24:30 Token Models
26:53 The Future of StarkWare
Resources:
Eli on Twitter:
https://twitter.com/EliBenSasson
Uri on Twitter:
https://twitter.com/ukolodny
StarkWare:
https://twitter.com/StarkWareLtd
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷
With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.
In episode 4, Mihailo Bjelic joins us to discuss the announcement of Polygon’s zkEVM. This explosive headline comes alongside three other zkEVM announcements.
Why now? What does this all mean?!
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:00 Polygon zkEVM Announcements
6:50 How it Works
10:00 Road to Maine
15:30 EVM Equivalence
19:30 EthCC 2021
Resources:
Mihailo on Twitter:
https://twitter.com/MihailoBjelic
Polygon:
https://twitter.com/0xPolygon
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Many things have broken in the last few months during crypto's bear market. However, DeFi didn't break. Dan Morehead and Joey Krug explain why.
Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.
Both repeat Bankless guests and both know more than a thing or two about crypto and investing.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Timestamps:
0:00 Intro
6:15 The Past Few Months
10:28 Crypto's 2008 Moment
12:40 The Mainstream Media Story
16:45 CeFi vs. DeFi Confusion
21:45 Media Incentives
24:00 DeFi vs. Wall Street
30:45 DeFi is Too Referential Critique
33:38 DeFi Worked Great
37:05 Transparency Thoughts
43:15 2008 Prevented with DeFi?
49:35 Educating Retail
53:39 Was This Surprising?
55:00 Quick Macro Takes
58:20 Closing & Disclaimers
Resources:
Dan Morehead
https://twitter.com/dan_pantera
Joey Krug
https://twitter.com/joeykrug
DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/
Pantera
https://panteracapital.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Matthew Green is an Associate Professor of Computer Science at John Hopkins University, where he teaches courses, cryptography, distributed computing systems, blockchains, and cryptocurrency. He also helped create Zerocash, one of the first privacy cryptocurrency experiments, and ultimately influenced the Zcash protocol.
He recently wrote an article titled, “In Defense of Crypto(Currency)”, in response to an open letter to Congress, signed by a large group of technologists, denouncing the entire premise of cryptocurrency and urging congress to strongly regulate the space.
In this episode, Matthew talks about his article, how crypto can do better as an industry, and why to be optimistic about the future of crypto.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
Topics Covered:
0:00 Intro
6:34 Letter to Congress
12:27 Matthew’s Background
15:45 Why Write This Letter
19:03 Crypto Haters
24:14 What to do About Scams
28:45 Regulation
32:28 Addressing Concrete Objections
35:36 PoW Climate Issue
38:06 Blockchains Transfer Reversal
45:50 Crypto Doesn’t Scale Claim
50:42 Privacy Claims
1:02:43 Annoying Hype
1:05:50 Doing Better as an Industry
1:10:25 Matthew’s Favorite Project
1:14:58 Why Be Optimistic About Crypto
1:17:13 Closing & Disclaimers
Resources:
Matthew Green
https://twitter.com/matthew_d_green
Letter to Congress
https://concerned.tech/
In Defense of Crypto(Currency)
https://blog.cryptographyengineering.com/2022/06/09/in-defense-of-cryptocurrency/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
3rd Week of July, 2022
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: STAKING
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
0:00 Intro
6:00 MARKETS
7:55 Is the Bear Market Over?
https://messari.io/screener/bear-market-vibes-C66F0A22
15:45 Inflation
https://twitter.com/MacroAlf/status/1549529768185319424
19:55 The DXY
https://imgur.com/0oW7kWM
20:40 Arthur Hayes
https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d
26:50 Is DeFi Back?
https://thedefiant.io/defi-stalwarts-outperform
29:49 NFTs vs Tokens
https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA
NEWS
33:00 The Merge Timeline
https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q
36:35 zkRollup Season
https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA
43:25 EVM Equivalence vs Compatible
https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement
46:03 zkSync 2.0
https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ
47:40 Scroll
https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw
49:12 3ac Drama Continues
https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf
49:50 Genesis Lent 2.3 Billion
https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ
52:40 Su Zhu Audacity
https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run
55:00 Celsius Debt
https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b
57:00 USDC Transparency
https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw
59:05 Aave Balancer Swap
https://twitter.com/llama/status/1549412411077283842
59:55 Curve Stablecoin
https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg
1:00:25 OpenSea Layoffs
https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/
1:01:05 PROOF Acquires Divergence
https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence
1:02:14 Minecraft Bans NFTs
https://www.minecraft.net/en-us/article/minecraft-and-nfts
1:07:15 Nickelodeon Volume
https://twitter.com/nickelodeon_nft/status/1549626025134370817
1:08:15 ENS Domains
https://twitter.com/wongisrite/status/1549100589396758529
1:10:08 Tesla Sells Bitcoin
https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ
1:12:04 Across Token Launch
https://twitter.com/AcrossProtocol/status/1549439826038071296
13:36 Optic Raise
https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round
1:14:10 Jobs
https://pallet.xyz/list/bankless/jobs
1:16:00 Questions of the Week
1:17:30 Rocket Pool Benefits
https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg
1:20:35 zk Energy Consumption
https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg
1:22:30 Polygon Token Alignment
https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg
1:26:30 TAKES
1:27:30 BlockFi vs Celsius
https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q
1:28:35 Tech and Social
https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ
1:32:55 We are Bitcoiners
https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg
1:40:55 The Right Time
https://twitter.com/TrustlessState/status/1549691597373194242
1:42:00 What David’s Bullish On
1:44:10 What Ryan’s Bullish On
1:47:55 Moment of Zen
https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA
——-
Not financial or tax advice.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.
While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.
What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Resources:
Travis Kling
https://twitter.com/Travis_Kling
Ikigai Asset Management
https://www.ikigai.fund/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief
Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.
On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare.
The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up.
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens
🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno
⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync
Topics Covered:
0:00 Intro
6:08 Scariest Macro Setup In 20+ Years
14:15 Why This is the End
22:10 How’d We Get Here
26:45 Bursting Sovereign Debt Bubble
36:45 Fed Data Interpretation
42:42 How the End Game Plays Out
1:01:21 The Affect on The Average Person
1:07:35 U.S. Middle Class vs. Treasury Holders
1:14:58 The Future of Assets & Currencies
1:20:20 What Happens to Energy Commodities?
1:25:40 Equities, Gold, & Crypto
1:31:46 How to Prepare
1:36:50 Closing & Disclaimers
Resources:
Luke Gromen
https://twitter.com/LukeGromen
Forest Through the Trees
https://fftt-treerings.com/
Luke’s Youtube Channel
https://www.youtube.com/c/LukeGromenFFTTLLC
Lyn Alden
https://youtu.be/XaHuwUDd1C8
Jim Bianco
https://youtu.be/VMNmxFzKI64
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Second Week of July, 2022
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:48 MARKETS
7:15 Inflation
https://www.wsj.com/amp/articles/us-inflation-june-2022-consumer-price-index-11657664129
Price Increases:
https://twitter.com/charliebilello/status/1547198607539011585?s=21&t=e457gZL25lgi6P0Wx43tNQ
9:15 The Dollar Index
https://imgur.com/MKEuGPM
11:25 The Market Reacts
https://twitter.com/NorthmanTrader/status/1547320884339286018?s=20&t=F5_D0tthgHnIzI-Wrx0zfA
12:15 Long Term Debt Cycle
https://twitter.com/RyanSAdams/status/1547063441894023168?s=20&t=0fcQASOqnFpj3VikLD0-qQ
15:18 Leverage and IRS Returns
https://twitter.com/kofinas/status/1547585564253122560?s=20&t=lAdodYBFhqn3zSG4739A7w
https://twitter.com/typesfast/status/1547266090794831874?s=21&t=xVDAGNuF4hUXNheiY0iB2g
17:28 JPY and BTC
https://twitter.com/CryptoHayes/status/1547539513970393089?s=20&t=vi3nXg-hLmfTeAefjmZFUw
https://twitter.com/kylewaters_/thread/1537183959217414144
19:30 DeFi Treasuries
https://twitter.com/darrenlautf/status/1547324258514239489?s=21&t=6UH6BaCJc3hdWyoyi1NzDQ
20:50 Lido Domination
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F44a82f74-2a92-444e-98ba-d5a4a0d3c17a_1920x1289.jpeg
22:00 NEWS
24:30 Celsius Bankruptcy
https://www.coindesk.com/business/2022/07/14/celsius-files-for-chapter-11-bankrupcty/
26:30 Celsius DeFi Debts
https://twitter.com/RyanSAdams/status/1546924519419514880?s=20&t=DN25Do0S6J6ryEtNdeModg
27:48 Celsius 0xb1 Jason Stone
https://twitter.com/0x_b1/thread/1545153652624691200
32:02 Celsius Money Back?
https://twitter.com/RyanSAdams/status/1547571532687233024?s=20&t=yTl4oCOBI1yUQX0xhWsKXg
33:00 Su Zhu and StarkWare
https://twitter.com/zhusu/status/1546801270014758912?s=20&t=FD5wGwnHHtH6tJZsSNO0gw
36:30 StarkWare Token
https://twitter.com/StarkWareLtd/status/1547223754832478209?s=20&t=Bf47hQ2qfHbtscx3jiCxvg
41:30 Vitalik’s New Book
https://twitter.com/RyanSAdams/status/1545164294576283649?s=20&t=-oHiYIQR90FvxeAe2F7O0A
44:30 GHO Aave Stablecoin
https://thedefiant.io/aave-gho-stablecoin/
49:30 Polygon, Robinhood, Disney Accelerator
https://twitter.com/0xPolygon/status/1545022519400271872
https://twitter.com/0xPolygon/status/1547253982133100544
51:04 ENS Domains
https://twitter.com/twofivedev/thread/1546505824389963778
56:15 Bill Murray Cool Cat
https://twitter.com/coolcatsnft/status/1546705413973966848?s=20&t=Nk6-jMtAwzwtwtE9Ffw2tg
58:30 Gamestop NFT Marketplace
https://twitter.com/finestonematt/status/1546917601133076482?s=21&t=KuNjhiGmmcKTyzoZ20uqyg
1:00:38 Michael Saylor Bitcoin
https://cointelegraph.com/news/btc-bull-michael-saylor-ethereum-is-obviously-a-security
https://twitter.com/RyanSAdams/status/1546615920046514176?s=20&t=CJ2FC1QB7CkOR_rknfeM0w
RELEASES
1:05:18 sudoAMM
https://twitter.com/sudoswap/status/1545535663365165063?s=20&t=z4VF_2nZTstIdLHW3fR9AQ
1:06:30 LensTube
https://twitter.com/lenstubexyz/status/1546533325442932737
RAISES
1:07:15 Lightspeed $7 Billion
https://www.theblock.co/post/157116/lightspeed-raises-over-7-billion-across-four-funds-launches-new-crypto-native-team
1:07:35 Multicoin $430m Fund
https://techcrunch.com/2022/07/12/crypto-focused-multicoin-capital-launches-430m-venture-fund/
1:08:43 LiFi Router
https://twitter.com/lifiprotocol/status/1546488975174422530
1:09:34 Chris Dixon Forecaster
https://twitter.com/cdixon/status/1546890612393140225
1:10:52 Gnosis Safe
https://safe.mirror.xyz/zMPp8uqZpxKgeXotSFv76bd2G8lJTmghH1FDWFm604c
1:12:07 Jobs
https://pallet.xyz/list/bankless/jobs
1:14:50 Questions from the Nation
https://twitter.com/BanklessHQ/status/1547250346677903361
1:15:56 PoS Wealth
https://twitter.com/mefford_jeremy/status/1547301425088266241?s=20
1:22:35 David and Carbs
https://twitter.com/RyanSAdams/status/1547251457505869824?s=20&t=LZA3X8WFziRxIq4qlaQA-g
1:26:15 The DeFi Dance
https://twitter.com/TrustlessState/status/1546166031890219009?s=20&t=4cEZgAZiUgjHLyHCtdpcUQ
TAKES
1:28:15 Spicy Vitalik
https://twitter.com/VitalikButerin/status/1546776356083699712?s=20&t=Oa-t7XlX_fuXyE4sBNpxCg
1:30:00 Become a Millionaire
https://twitter.com/TrustlessState/status/1544871855370149889?s=20&t=l7IqrAmRyWavzjdYP7Lk9w
1:31:20 DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/
1:31:55 What David’s Bullish On
1:33:05 What Ryan’s Bullish On
https://www.nasa.gov/image-feature/goddard/2022/nasa-s-webb-delivers-deepest-infrared-image-of-universe-yet
1:36:50 MEME of the Week
https://twitter.com/enjoyoor/status/1545432411630084097?s=21&t=ZOhA6SUWEtnR4i2KOj-e3w
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures
Solana just released a flagship Android phone for web3 called Saga. And it really begs the question: does a blockchain need to have its own phone? Well, we brought on Co-Founders Anatoly Yakovenko and Raj Gokal to make the case.
Let us know what you think about this release in the comments below or on Twitter @BanklessHQ - bullish or bearish Saga and why?
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
6:15 Bear Market Vibe Check
10:03 Solana’s Bear Market Agenda
14:28 Why Web3 Needs a Phone?
17:30 Solana Mobile Phone Explained
25:52 The Solana Mobile Thesis
30:50 Mobile Hardware Features
33:45 Mobile Wallet Adapter
36:15 Solana dApp Store
41:40 Is Solana Mobile a Distraction?
47:00 Jason Keats & Osom
50:45 Describing the Solana Mobile Device
51:32 Competitors
54:40 Costs to Launch a Phone
56:32 Solana Centralization Critique
1:03:50 Solana Scalability
Resources:
Anatoly Yakovenko
https://twitter.com/aeyakovenko
Raj Gokal
https://twitter.com/rajgokal
Solana
https://solana.com/
Solana Mobile
https://twitter.com/solanamobile
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/127-lyn-alden-debrief
Lyn Alden is the Founder of Lyn Alden investment strategy and is a leading expert in macro markets. She focuses on long-term debt cycles and how it’s impacting crypto, fiat, bonds, and equities markets. This is Lyn’s third appearance on Bankless. Each time she’s on, it usually means something is breaking in the macro markets. And something definitely is.
Lyn thoroughly explains everything from whether we’re repeating history to what would turn this recession into a depression to whether or not we’re going to be okay. Don’t worry, Lyn shares her advice on how to be exactly that and more.
Her superpower is to provide clarity during unclear times and this episode is no different.
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:12 Is this the End?
11:08 Debt Cycle Arc
15:40 The Dollar Milkshake Theory
20:05 Historial Analogs
30:35 How Do We Get Stable?
38:30 Weak Market Links
48:24 Raising Rates
55:03 Deflation & Softer Landings
1:00:19 Fed Meme & Competency
1:07:52 Recession vs. Depression
1:13:06 Markets to Watch
1:18:15 Are We Going to be Okay?
1:22:58 Energy, Food, & Fertilizer Markets
1:29:21 The New Normal
1:36:02 Mental Health
1:38:37 Closing & Disclaimers
Resources:
Lyn Alden
https://www.lynalden.com/
The Death of the Dollar Dominance
https://youtu.be/_Kqcrz3u8rQ
Inflation in 2021
https://youtu.be/dyDsQ-XCoNo
Fed Meme
https://twitter.com/cobie/status/1542562195573297153
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
First Week of July, 2022
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:30 MARKETS
6:50 Macro Sentiments
https://twitter.com/KobeissiLetter/status/1543591588970070016
8:35 Dollar Go Up
https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar
10:35 Oil Go Down
https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html
12:38 USDC Gains on Tether
https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022
17:20 ENS June Numbers
https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg
21:30 Voyager Goes Bust
https://www.investvoyager.com/
24:00 What Happened?
https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management
25:30 The 3ac Plunge
https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital
31:20 Three Arrows Capital Bankruptcy
https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social
34:20 Three Arrows NFTs
37:05 Nexo Eating Vauld
https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition
39:00 FTX Acquires BlockFi
https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/
42:40 Celsius WBTC Vault
https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw
47:00 Sepolia Merge
https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet
50:00 Facebook NFTs
https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles
52:07 Solana Phone
https://solana.com/news/saga-reveal
54:20 Polygon Phone
https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA
56:24 Immutable Off-Ramp
https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw
58:00 Reddit NFT Marketplace
https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/
59:45 Moonbirds Go Up
https://twitter.com/jerrykestel/status/1544016979140427782
1:00:45 Axie Hack Story
https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game
1:02:30 Uprise Big Oof
https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ
1:04:54 Crypto EU Deal
https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council
RELEASES
1:07:00 Aztec Connect
https://twitter.com/aztecnetwork/thread/1545046832597700611
1:08:40 Bankers Going Bankless
https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/
1:09:00 Jobs
https://pallet.xyz/list/bankless/jobs
1:11:00 Questions from the Nation
Post-Merge Fees
https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ
1:14:20 Data Sharding
https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ
1:16:25 TAKES
1:16:40 Leighton Celsius Take
https://twitter.com/lay2000lbs/status/1545033033392193536
1:18:40 Ruled by Adults
https://imgur.com/jutmOmL
1:19:52 No New Narratives
https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q
1:21:47 Bear Market Advice
https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ
1:22:10 What David’s Bullish On
1:24:20 What Ryan’s Bullish On
1:27:20 MEME of the Week
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures
Nic Carter is Partner of Castle Island VC, host of the On the Brink Podcast, repeat Bankless guest, and recent victim of a Bitcoin maximalist (cyber hornets) attack.
Why was he swarmed? As a result and for many other reasons, he's distancing himself from these cyber hornets. Will others follow his lead?
Many assumed Nic was a Bitcoin maximalist, but really he's just Nic Carter. Who are you and what do you stand for?
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
7:50 The Cyberhornets Attack
14:45 Bitcoin Maxi Motivation
30:30 Bitcoin’s Intolerant Community
42:19 Bitcoin’s Long-term Sustainability
46:50 How Nic’s Feeling About the Bear
49:30 Macro & Crypto
58:55 Free Banking
1:05:53 Regulation
1:06:57 Why to Stay in Crypto
1:10:12 Closing & Disclaimers
Resources:
Nic Carter
https://twitter.com/nic__carter
Setting the record straight by Nic Carter
https://medium.com/@nic__carter/setting-the-record-straight-b4e1b415e7d9
Nic’s Podcast
https://onthebrink-podcast.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Josh Rosenthal is our favorite crypto native historian. He has a Ph.D. in history, and received a Fulbright Scholarship to the Sorbonne’s Institute for Advanced Studies.
Josh moved beyond traditional academia, sold some Web2 companies, and is now a crypto investor. He’s the historian that helped us craft the Crypto Renaissance podcast episode, which many people credit as the reason why they got into crypto.
And he’s here to do it again with the Crypto Revolution on the 4th of July, harkening a new independence day for the crypto nation.
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:00 Josh Rosenthal
14:43 The Broad Themes of History
23:33 A Permissioned World
28:40 The Context of Revolution
36:21 Taxation and Value
42:30 The Revolutionary Goal
46:34 Launching an Experiment
50:51 Coordination
54:07 The Whiskey Rebellion
1:02:45 Flawed Policies
1:07:45 Net Improvements
1:16:28 Vocation
1:23:52 The Land of Opportunity
1:30:24 The Public Forum
1:37:50 Permissionless Building
1:45:40 Digital States
1:51:25 Make things easier
1:57:30 Get building
1:59:58 Help others
2:05:00 Closing
Resources:
Josh Rosenthal
https://twitter.com/JoshuaRosenthal?s=20&t=_dhf5sZnqBpbG_SMeKcvrg
The Crypto Renaissance
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Every company is handling the bear market differently. CZ and Binance are no different. What are they up to? Has their overall strategy changed? How have they been affected? Hear answers to all of these questions and much more in the livestream.
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:15 How Binance is Holding Up
5:54 Binance's Opportunities
8:40 Bear Market Positioning
11:56 How Long Will the Bear Last?
17:09 Hiring at Binance
19:56 CZ Meme & His Future
23:36 Binance's Future
29:38 Binance is Worldwide
37:00 The Future of BNB Chain & Use Cases
41:16 $BNB
44:10 Concerns of Binance Centralization
50:58 Why CZ is in Crypto
55:53 What Crypto Looks like in 5-10 Years
Resources:
CZ
https://twitter.com/cz_binance
Binance
https://twitter.com/binance
CZ Photoshop
https://twitter.com/cz_binance/status/1537013824666095617
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last Week of June, 2022
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦁BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO
🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:10 Markets
5:15 BTC Price
5:35 ETH Price
6:55 ETH BTC Ratio
7:05 Crypto Market Cap
7:50 FED WATCH
8:00 Who’s to Blame For Inflation?
https://ritholtz.com/2022/06/inflation-blame-15/
11:58 How’d We Get Here? Dan from Pantera
https://panteracapital.com/blockchain-letter/the-feds-twin-policy-errors/
15:10 WSJ: Rising Interest Rates Will Crush the Federal Budget
https://www.wsj.com/articles/high-interest-rates-will-crush-the-federal-budget-inflation-debt-spending-costs-recession-economy-11656535631
20:00 3AC Meldown Continued
20:22 Crypto Hedge Fund Three Arrows Ordered by Court to Liquidate
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404
23:55 Voyager $660M Unsecured Loan
https://decrypt.co/103892/voyager-digital-issues-three-arrows-capital-default-notice
29:49 Three Arrows Capital Liquidation Ordered in British Virgin Island
https://www.coindesk.com/business/2022/06/29/three-arrows-capital-liquidation-ordered-in-british-virgin-isles-report/
29:55 Su Zhu’s Yacht
https://twitter.com/AutismCapital/status/1540001243795542018
31:25 Vitalik Subtweet
33:19 BlockFi
33:22 Where it Started https://www.coindesk.com/business/2022/06/16/blockfi-liquidated-three-arrows-capital-report/
35:25 FTX Seeks to Acquire BlockFi
https://www.theblock.co/post/154929/ftx-blockfi-deal-sources
35:30 New Morgan Creek Bid
https://blockworks.co/blockfi-has-a-new-bidder-in-morgan-creek-report-says/
40:15 BlockFi Is Pursuing Plans to Go Public
https://www.coindesk.com/business/2021/07/22/blockfi-is-pursuing-plans-to-go-public-even-as-regulators-close-in/
https://www.theblock.co/post/155069/ftx-walked-away-from-celsius-deal
42:15 4 Big Takeaways
https://www.theblock.co/post/154681/a-leaked-investor-call-revealed-morgan-creeks-bid-for-blockfi-here-are-four-more-big-takeaways-from-the-call
43:30 Grayscale Sueing the SEC
40:35 SEC Rejects Grayscale’s Spot Bitcoin ETF Application
https://www.coindesk.com/policy/2022/06/30/sec-rejects-grayscales-spot-bitcoin-etf-application/
45:35 Michael Sonnenshein Didn’t Like That
https://twitter.com/Sonnenshein/status/1542311510055292928
45:45 Grayscale Sues SEC
https://www.globenewswire.com/news-release/2022/06/30/2471737/0/en/Grayscale-Investments-Initiates-Lawsuit-Against-the-SEC.html
52:10 NEWS
52:30 MakerDAO
52:42 Controversial MakerDAO Governance Vote
https://twitter.com/labsGFX/thread/1541488156909912065
https://vote.makerdao.com/polling/QmWYajMq#vote-breakdown
54:22 Post-vote Thread From Hasu
https://twitter.com/hasufl/status/1542196610775629824
57:03 Lido Voters Reject Growth Limit For ETH2
https://thedefiant.io/lido-rejects-self-limiting/
57:25 Hasu Co-authored a Proposal for Lido stETH Governance
https://twitter.com/hasufl/status/1535275167177490438
57:30 Proposal
https://research.lido.fi/t/ldo-steth-dual-governance/2382
59:20 Arbitrum Odyssey
1:00:25 Odyssey Paused!
https://twitter.com/arbitrum/thread/1542159105946787840
1:01:15 Dune Analytics Data
https://dune.com/springzhang/arbitrum-odyssey-event-tracking
1:03:39 Optimism’s TVL Doubles
https://thedefiant.io/optimism-layer-2s-surge
https://l2beat.com/
1:05:00 Merge Watch
1:05:10 Sepolia on July 6th
https://twitter.com/sassal0x/status/1540352501605490689
1:05:30 NFTs
1:05:35 NFTs Down Down Down
https://dune.com/hildobby/NFTs
1:06:00 ENS.Vision
https://www.ens.vision/market
https://dune.com/makoto/ens
1:06:45 BITCOIN
Michael Saylor’s MicroStrategy $10M Purchase
https://www.coindesk.com/business/2022/06/29/michael-saylors-microstrategy-purchased-another-10m-of-bitcoin-over-past-two-months
1:09:19 REGULATION
China Covid Bankrun Stoppage
https://twitter.com/NeerajKA/status/1541397028089073664
1:11:58 MISC
Horizon Bridge Hack $100M
https://twitter.com/harmonyprotocol/status/1540110924400324608
North Korea
https://www.coindesk.com/business/2022/06/29/north-korean-hacking-group-behind-100m-horizon-bridge-hack-report/
1:13:10 RAISES
Digital Wallet Maker Dynamic Raises $7.5M a16z
https://thedefiant.io/dynamic-wallet-fundraise/
1:14:08 Jobs
https://pallet.xyz/list/bankless/jobs
1:16:30 Community Questions
1:16:52 L2 vs Cross L1 Bridging Risk
https://twitter.com/miner89r/status/1542272305627283466
1:20:38 Best dApps to Get Started
https://twitter.com/kangaman_gus/status/1542179373070970881
1:23:48 TAKES
1:23:51 Why CeFi is breaking
https://twitter.com/TrustlessState/status/1542284015796895744
1:24:50 Ryan Follow Up
https://twitter.com/RyanSAdams/status/1542493426687541250
1:25:50 And You’ll Be Happy
https://twitter.com/aubreystrobel/status/1541509159455277058
1:26:34 Internet Security
https://twitter.com/kobigurk/status/1539140832615440385
1:27:22 Ethereum Rollup vs. Cosmos
https://twitter.com/bkiepuszewski/status/1541065105634385922
1:28:55 What David’s Bullish On
1:30:09 What Ryan’s Bullish On
https://twitter.com/RyanSAdams/status/1542504457140707341
1:35:20 MEME of the Week
https://twitter.com/jackniewold/status/1539939621848727555
1:38:20 Disclaimers
1:38:43 Moment of Zen
https://twitter.com/functi0nZer0/status/1542571158905786368
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures
On this episode of Bankless, we welcome back DCinvestor and Eric Conner to share their multicycle bear market war stories. But that’s not all!
They also unpack why they keep on deciding to stay every cycle, what’s different about this cycle vs. previous cycles, the role leverage and macro conditions have played, and their hard-hitting, gigabrain advice for first-time cyclers and multicyclers alike.
Survive and advance, anon. We’re going to make it.
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:03 Being a Multicycle Vet
11:31 Market Phases
19:12 Credit to Staying
26:03 High Conviction High Loss
32:37 Regulator Fear
41:31 Lessons From This Cycle
49:00 Leverage
56:34 Macro Conditions
1:30:50 The Merge vs. Macro
1:09:00 Advice for Newcomers
Resources:
DCinvestor
https://twitter.com/iamDCinvestor
Eric Conner
https://twitter.com/econoar
Devil Take the Hindmost: A History of Financial Speculation
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last week, one of Ethereum’s biggest L2-integrated dapps — derivatives giant dYdX — announced plans to depart Ethereum upon its upcoming v4 release. The destination? A fully sovereign blockchain on the Cosmos Tendermint consensus protocol, built using the Cosmos software development kit.
We brought on dYdX, Founder, Antonio Juliano to discuss this announcement and so much more.
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
7:00 The Announcement
14:38 Creating the Best Product
25:10 Decentralization
33:50 The Risks
37:55 Wallets
40:07 Staking Validators
46:05 Monetary Policy & Latency
54:44 Tradeoffs with Ethereum
59:55 Legal Reasons
1:06:00 Real Centralization
1:14:20 Bridging & Composability
1:24:00 Closing
Resources:
Antonio on Twitter:
https://twitter.com/AntonioMJuliano
Announcement:
https://twitter.com/dYdX/status/1539607062291877889
Why Would a dApp Leave Ethereum Right Now?
https://newsletter.banklesshq.com/p/dydx-cosmos-ethereum?
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Kirk Hutchison is the Co-Founder of Volt Protocol, an inflation hedged stablecoin built on Ethereum. Kirk is widely known as the gigabrain’s gigabrain when it comes to all things DeFi.
As inflation continues to rise, Kirk couldn’t have joined at a better time. However, Kirk and David dive into much more than inflation.
On this episode, Kirk explains symmetric money systems, self-referential feedback mechanisms, the problems with DeFi today, what Volt is and its future, and so much more.
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:45 What Kirk Thinks About
8:36 Decentral Bank Terms Explained
13:45 What is a PSM?
18:16 The Bankless Thesis
21:20 Fully Symmetric Money System
28:05 Why is Fixed Rate a Problem?
32:12 Self-Referential Feedback Mechanisms
40:45 The Problems with DeFi Today
47:40 DeFi Utopia vs. Dystopia
1:00:55 What is Volt & Its Future?
1:09:25 Governance Token Design
1:13:35 8% Yield to Combat Inflation in DeFi
1:19:20 Closing
Resources:
Kirk
https://twitter.com/OneTrueKirk
Volt Protocol
https://twitter.com/voltprotocol
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Matt Cutler is the Co-Founder and CEO of Blocknative and a gigabrain when it comes to Ethereum’s hidden power structures and all things blockchains.
As Ethereum approaches the merge, these power structures are going to change. What will this post-merge future look like? Will users get paid to use Ethereum?
Matt explains everything from first principles and it helps illustrate the complexities of everything discussed in this insightful episode. By the end of it, you’ll have a better understanding of the purpose of blockbuilders, the new post-merge roles, all things MEV, and so much more.
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:27 The Reason for the Merge
10:07 The Values PoS Preserves
13:45 Blockbuilding Explained
16:35 Mining Pools & Incentive Categories
30:25 Why Decentralizing Power Matters
33:40 The Future State of Ethereum
39:21 The Post-Merge World Roles Explained
45:25 MEV Searchers vs. Blockbuilders vs. Stakers/Validators
55:45 PBS & MEV Boost & Who Are the Blockbuilders
1:03:50 Economic Rewards for Blockbuilders
1:17:19 Ethereum Will Eventually Pay Users?
1:19:40 Can Ethereum Stay Decentralized?
1:26:22 ETH The Asset
1:31:39 Where MEV Exists
1:35:16 How Blocknative Fits into All of This
1:37:30 Closing & Disclaimers
Resources:
Matt Cutler
https://twitter.com/mcutler
Blocknative
https://twitter.com/blocknative
End Game with Vitalik
https://youtu.be/b1m_PTVxD-s
Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum
The Guide to the Ethereum Roadmap with Jon
https://youtu.be/xuLyZaty9iI
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Friday of June, 2022
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
1:25 Markets
1:30 BTC Price
2:20 ETH Price
3:45 ETH BTC Ratio
4:40 Crypto Market Cap
ETH Gas Markets
https://dune.xyz/hildobby/Gas
6:00 BTC Fell
https://twitter.com/DocumentingBTC/status/1538191897977569281
7:00 GPU Markets getting flooded!
https://twitter.com/hms1193/status/1539172196983230464
11:33 Voyager
https://twitter.com/tier10k/status/1539578302289117185
https://twitter.com/investvoyager/status/1537919249594732544
18:30 BlockFi Raise Troubles
https://twitter.com/fintechfrank/status/1537869616499896320
https://twitter.com/BlockFiZac/status/1539216594383028224
https://twitter.com/fintechfrank/status/1537869616499896320
3AC Contagion Backstopped by FTX
19:57 dYdX V4 on Cosmos
https://dydx.exchange/blog/dydx-chain
26:20 Tweets from Antonio
https://twitter.com/AntonioMJuliano/status/1462455087826030597
https://twitter.com/AntonioMJuliano/status/1462455083719823363
28:16 Polynya Take
https://twitter.com/epolynya/thread/1539615550271156225
32:30 Uniswap Acquires Genie!
https://twitter.com/Uniswap/status/1539306956002820096
https://uniswap.org/blog/genie
34:14 ICYMI
https://youtu.be/9fqJzS08pPc
36:20 NEWS
36:47 Arbitrum Odyssey Campaign
https://twitter.com/arbitrum/thread/1537942315871793154
https://twitter.com/arbitrum/status/1537942325577428993
40:05 William Peaster Article
https://newsletter.banklesshq.com/p/arbitrum-odyssey-begins-
40:23 DeFi Down Bad
Controversial Solend proposal
https://realms.today/dao/7sf3tcWm58vhtkJMwuw2P3T6UBX7UE5VKxPMnXJUZ1Hn/proposal/HuaL6cDtuNtfnJgvwMnYiZDHVCoLAuDtVFgJD8kYChJ4
https://twitter.com/FatManTerra/thread/1538448035885240321
44:45 Bancor Pulled the Plug on IL Protection
https://blog.bancor.network/market-conditions-update-june-19-2022-e5b857b39336?gi=b4ee96b34923
46:01 Spicy Hasu Take
https://twitter.com/hasufl/thread/1538774433359441920
49:49 Merge Watch
https://twitter.com/nethermindeth/status/1538830020491333635
51:00 New Lido Validators
https://twitter.com/LidoFinance/status/1539322089794043904
51:45 Swell Testnet
https://twitter.com/swellnetworkio/status/1539506486199480320
54:33 NFTs
54:34 Cryptopunks!
Christie’s Web3 Expert Leaves Auction House to Run CryptoPunks for Yuga Labs
https://www.coindesk.com/business/2022/06/19/christies-web3-expert-leaves-auction-house-to-run-cryptopunks-for-yuga-labs/
https://twitter.com/NonFungibleNoah/thread/1538584141419143168
https://twitter.com/nansen_intern/status/1538602437510152196
57:16 Pharrell as Chief Brand Officer of Doodles
https://decrypt.co/103503/doodles-nfts-announces-pharrell-as-chief-brand-officer-fundraise-led-by-alexis-ohanian
57:35 TIME <> Sandbox Partnership
https://twitter.com/CryptoGucci/status/1539360336620437504
1:00:20 MISC
1:01:00 Elon Musk accused of Dogecoin Ponzi
https://www.theblock.co/post/152538/tesla-ceo-elon-musk-accused-of-dogecoin-ponzi-scheme-in-new-class-action-lawsuit
https://twitter.com/RyanSAdams/status/1537513636071100417
1:02:10 Jobs
https://pallet.xyz/list/bankless/jobs
1:04:10 RELEASES
1:04:13 Immutable X $500m Developer & Venture Fund
https://twitter.com/Immutable/status/1537768342739890176
1:05:00 Tether releases British Pound Stablecoin
https://www.theblock.co/post/153447/tether-british-pound-stablecoin-gbpt
1:06:30 RAISES
1:06:33 Ex-Sushi CTO Raises $8M for NFT Lending Platform Astaria
https://www.coindesk.com/business/2022/06/20/ex-sushi-cto-raises-8m-for-nft-lending-platform-astaria/
1:08:28 Magic Eden raises $130M
https://techcrunch.com/2022/06/21/magic-eden-raises-130m-hitting-unicorn-status-at-1-6b-valuation/
1:11:15 Community Questions
https://twitter.com/WEBthe3rd/status/1539668101390045184
1:16:00 TAKES
1:16:01 Digital Tattoos
https://twitter.com/Smooch_Axie/status/1537536182309081095
1:17:49 DeFi Legos vs CeFi Dominoes
https://twitter.com/AnnaRRose/status/1537809640607649795
1:18:40 Coinbase Dicking Around
https://twitter.com/pythianism/status/1537474024351051776
1:20:49 What Anthony’s Bullish On
https://thedailygwei.substack.com/
https://www.youtube.com/c/TheDailyGwei/videos
1:23:00 What David’s Bullish On
https://twitter.com/BanklessHQ/status/1539663872331620352
1:24:10 MEME of the Week
https://twitter.com/CryptoKaleo/status/1537574446998949888
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures
Mark Cuban of ABC’s Shark Tank, owner of the Mavs, and seasoned entrepreneur and investor joins us for Round Two of Bankless.
Hear what Mark’s been up to since his first Bankless appearance, how he explains crypto to noobs (hint: he doesn’t), what he envisions next for crypto, how long he believes the bear will last and so much more!
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:50 What Mark’s Been Up To?
6:20 2017 vs. 2022 Cycle Differences
7:10 Mark’s Crypto Interest Development
16:56 How to Explain Crypto to Noobs
20:21 Macro Components to the Bear
26:10 ETH vs. BTC
30:37 Payments
32:51 What’s Next For Crypto?
34:20 How Long Will the Bear Last?
38:50 Where Mark’s the Most Optimistic
45:50 ReFi, Positivity, & Advice
Resources:
Mark Cuban
https://twitter.com/mcuban
1st Appearance on Bankless
https://youtu.be/l3ptz8qvZcg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Just in time for NFT NYC, Hayden Adams comes to Bankless to reveal some secret announcement!
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Timestamps:
0:00 Intro
5:15 Feelings Check-In
11:30 Uniswap Labs vs. Uniswap Protocol
23:47 Huge Uniswap Announcement
31:34 NFTs & Uniswap
36:15 Uniswap Airdrop?!
41:06 Is Genie Pivoting?
43:54 The Future of Uniswap Labs
50:18 Closing & Disclaimers
Resources:
Hayden on Twitter:
https://twitter.com/haydenzadams
Announcement:
https://uniswap.org/blog/genie
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
How do DAOs go from monolithic to modular? Julia aka Julz Rosenburg has the answer. Julz is the Co-Founder of Orca Protocol, a project trying to uncomplicate coordination by mirroring human coordination. How? One word: Pods!
In their current state, most DAOs have coordination and hierarchical problems. However, with the help of Julz and the Orca Protocol team, this won’t always be the case.
Why are pods essential for the future of DAOs and work? What obstacles stand in the way to achieve this future? Why aren’t you pod-pilled yet? Answers to these questions and so much more in the episode.
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:31 What Julz is Here To Do
9:07 History & Summary of Governance
14:48 Trustware vs. Socialware
20:43 Innovation on the Trustware Layer
22:16 Orca Protocol
25:10 Why Pods Matter
30:30 DAO Governance Critiques
36:07 The U.S. Governance System
39:10 The Future of Work
43:34 Monolithic to Modular DAOs
48:05 DAO Metaphors
50:42 How to Get Culture to Scale Exponentially
56:03 Pod Coordination
57:40 DAO Governance Optimism
59:28 Julz’s Advice & Resources for DAOs
1:01:18 Orca’s Product & Capturing Resources
Resources:
Julz on Twitter
https://twitter.com/JulzRoze
Orca Protocol
https://www.orcaprotocol.org/
https://twitter.com/OrcaProtocol
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/123-the-chainsmokers-debrief
Drew Taggart and Alex Pall make up The Chainsmokers, one of the most popular electronic music groups in the world. Music isn’t their only passion, though. In their latest album, “So Far So Good,” they experimented with music NFTs via the Royal platform.
As some of the most successful creators and also investors, Drew and Alex are reshaping what it means to be a creator. With community at the forefront, The Chainsmokers are a duo that you should be paying closer attention to.
How did The Chainsmokers come to be so successful? What are their plans for the future of their crypto trajectory and community? Answers to these questions and so much more in the interview!
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:28 How the Chainsmokers Came to Be
16:05 Developing a Business Mindset
25:32 Alex & Drew’s Chemistry
34:42 Jumping into Investing
38:24 The Mantis Thesis
44:08 Investing, Music, & Product Market Fit
46:50 The Chainsmokers Investing Stigma
53:08 Activist Investing
1:01:14 The Chainsmoker’s Entrance into Web3
1:09:20 The Chainsmoker’s Mint with Royal
1:19:02 What Happens Next?
1:25:08 Alex & Drew’s Crypto Portfolio
1:27:20 Closing & Disclaimers
Resources:
The Chainsmokers
https://thechainsmokers.com/
Mantis VC
https://www.mantisvc.com/
The New Chainsmokers Album
https://open.spotify.com/album/1CxCEPIZbaE28qUDW4wN0t
Royal
https://royal.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of June, 2022
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:00 Markets
3:30 BTC Price
4:10 ETH Price
5:35 ETH BTC Ratio
6:35 Crypto Market Cap
https://imgur.com/Khft6ly
10:04 ETH Gas Markets
https://dune.xyz/hildobby/Gas
11:40 Capital D Depression?
15:40 The 5 Stages of Grief
23:06 The Fed
25:10 Inflation
https://twitter.com/srust99/status/1535311767051685891?s=21&t=uylJWSACuCRyhn4c3X_4Pw
27:40 Raising Rates
https://www.cnbc.com/2022/06/15/fed-hikes-its-benchmark-interest-rate-by-three-quarters-of-a-point-the-biggest-increase-since-1994.html
31:15 Era of Low Rates
https://twitter.com/pythianism/status/1537291975874883585?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ
32:50 It’s a Gift
https://twitter.com/ryansadams/status/1537158104114249729?s=21&t=dDY8P_LAR1_l4i7kHtYHsg
34:15 Forced Sellers
https://twitter.com/spencernoon/status/1537118361741574146?s=20&t=rFijGueucmaFaUe8vAbFYw
36:30 Celsius Insolvent
https://twitter.com/celsiusnetwork/status/1536169010877739009?s=21&t=jPTE4Q71OVuWgL63RjqckQ
38:36 Explaining Celsius
https://coinmetrics.substack.com/p/state-of-the-network-issue-159?s=r
44:47 Fake DeFi
https://twitter.com/jonwu_/status/1536476104986267648?s=20&t=Vq6402VVpR6g6H27i7Xz4A
53:21 Three Arrows Capital
https://twitter.com/coindesk/status/1536993553301266434?s=21&t=BUJLJpC8IiMIFpvOmBVjKg
54:40 3AC Thread
https://twitter.com/Danny8BC/thread/1537224378554806272
57:48 Su Zhu Speaks
https://twitter.com/zhusu/status/1536876343815983104?s=20&t=HHew8akRu1alggguMYy9NQ
1:00:10 Robert Leshner Take
https://twitter.com/rleshner/status/1536928363276812289?s=20&t=CwUW9f9evuUGwa5jRU8XXg
1:00:57 Controversial Meme
https://twitter.com/BanklessHQ/status/1536905741763846144?s=20&t=BRC7aGq6m6LGboJZq_OwKg
1:02:15 Not the End
https://twitter.com/RyanSAdams/status/1537028975918125057?s=20&t=T-ZfuPh-m06xSIGoR1Xk4Q
1:03:05 Layoffs
https://twitter.com/coinbase/status/1536682940347785216?s=20&t=34AeABxOaZm6K4-kgFBJaQ
Binance Hiring: https://twitter.com/cz_binance/status/1537013824666095617?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ
1:05:30 Jobs
https://pallet.xyz/list/bankless/jobs
1:08:00 NEWS
1:09:30 Optimism Exploit Returned
https://thedefiant.io/stolen-op-returned/
1:11:05 Difficulty Bomb Delay
https://decrypt.co/102703/ethereum-core-devs-delay-crucial-difficulty-bomb-for-two-months
1:13:30 NYSE Prez to Uniswap
https://twitter.com/Uniswap/status/1537081901839695872?s=20&t=2jKMZplOlLuYaxMvDnp6Lg
1:15:08 NFTs
https://thedefiant.io/nft-roundup-goblintown/
1:18:30 Jack Dorsey’s Web5
https://www.theblockcrypto.com/linked/151407/jack-dorseys-bitcoin-venture-tbd-unveils-proposal-for-decentralized-web-platform
1:22:25 Throwing Shade
https://twitter.com/pmarca/status/1535375413630840832?s=20&t=Q-9W07htZY811X3QGj6Utw
1:24:18 Coin Center Sues IRS
https://www.theblockcrypto.com/linked/151515/coin-center-sues-treasury-and-irs-claims-tax-reporting-rule-unconstitutional
1:25:40 Circle Euro Coin
https://twitter.com/jerallaire/thread/1537421727625580545
1:26:20 RELEASES
Lens Share: https://twitter.com/apoorvlathey/status/1536428243280007168?s=20&t=KPGASdjLzPuL6mrl8WoddA
Hop Claim: https://twitter.com/HopProtocol/thread/1534963591698427909
Seaport: https://twitter.com/opensea/thread/1536756396158599168
1:30:00 Community Questions
1:30:30 stETH Lido
https://twitter.com/KristinaKlaudy1/status/1537425505095385089?s=20&t=9J79BYVgOjRrdzG-u4-vOg
1:34:35 ETH Price
https://twitter.com/dragondad123/status/1537424723063189505?s=20&t=9J79BYVgOjRrdzG-u4-vOg
1:37:00 TAKES
1:37:20 Government Names
https://twitter.com/VitalikButerin/status/1535211774697414660?s=20&t=ggAxpBT3HGy2Kyd0GGws2A
1:39:20 DeFi Takes
https://twitter.com/TrustlessState/status/1537111461729902602?s=20&t=Um_PxwyiA4JfqLnUObMuhw
https://twitter.com/RyanSAdams/status/1536179744638701570?s=20&t=6MVEsJtRhj-LxWS50gvz2A
https://twitter.com/mhonkasalo/status/1536837789345521664?s=20&t=GS6fjA8AGrPT7IASGpmFYg
1:42:18 What David’s Bullish On
https://newsletter.banklesshq.com/p/8-projects-im-bullish-on-this-bear
1:45:40 What Ryan’s Bullish On
https://twitter.com/ryansadams/status/1537036424507432960?s=21&t=BUJLJpC8IiMIFpvOmBVjKg
1:48:10 MEMEs of the Week
https://twitter.com/chrisjbakke/status/1536387971145867264?s=21&t=bY_7p77hrpQbvSu0Rko-IA
Transitory
https://www.reddit.com/r/wallstreetbets/comments/vapx46/is_that_inflation/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Tell us the truth, Jim. Are we doomed?
METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:30 Why is Inflation Breaking Everything?
9:55 Indicators
12:36 Is inflation a big deal?
16:51 Destroying Wealth
21:13 Bond Markets
27:45 Bonds and Interest Rates
31:51 Volatile Commodities
34:35 Oil
38:45 Reducing Spending
46:00 The Global Markets
54:30 The Meta Black Swan Event
1:00:20 Bankrupting Sovereigns
1:07:45 The Great Reorganization
1:12:00 What Happens Next?
1:15:40 Closing
Resources:
Jim Bianco:
https://twitter.com/biancoresearch?s=20&t=tFtQalkxjU6PAptGxFkfaQ
Tweets from the Episode:
https://twitter.com/biancoresearch/status/1536183102506139648?s=20&t=BC9X_HA07wKzkMkPMt4yIQ
https://www.economist.com/finance-and-economics/2022/04/23/does-high-inflation-matter
https://twitter.com/biancoresearch/status/1536204256801349635?s=20&t=nQxIOLDkCDCR8q_6--wwpw
https://twitter.com/biancoresearch/status/1536713031849213956?s=20&t=pia3hx_qRgKaxNl0G-LyuA
https://twitter.com/LukeGromen/status/1534990729042444301?s=20&t=N11OFoW-n62j2CrzrYUiBw
https://twitter.com/robustus/status/1535645524556230656?s=20&t=oMjZY63pCEofa4VDbWjaaQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Livestreamed Tuesday June 14th @ 10am EST
Ryan and David cover some of the current news in the market, and discuss bear market emotions.
If you need a shoulder to lean on, we gotchu fam.
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
3:50 How David Feels About the Bear
7:15 How Ryan Feels About the Bear
12:15 1st Time Cyclers
20:39 Veteran Cyclers
23:23 What Happened with Prices
30:50 Where's the Bottom?
37:40 What's Driving the Bear Market?
51:32 The Bull Case for Recovery
1:01:56 Conviction, When & How Much to Buy
1:05:04 Concluding Advice
1:10:53 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Humans are mimetic creatures that crave their respective desires. But how do these desires work when paired with crypto? Luke Burgis explains. Luke is the author of, “Wanting: The Power of Mimetic Desire in Everyday Life.”
Mimetic desire is a part of everything. After this interview, you’ll start to see it everywhere. Where does the apex of mimetic desire lead? Is it good or bad for society? How did learning about mimetic desire impact Luke’s life? Hear the answers to these questions and much more in the episode.
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
3:43 Luke’s Background
7:40 Crypto & Mimetic Desire
15:40 The Leverage Component
20:32 Manias and Mimesis
24:50 Defining Mimetic Desire
31:13 Eyes
37:16 Trajectory of Mimetic Desire
46:47 Consequences of Mimetic Desire
55:55 How Luke Has Personally Changed
1:00:20 Desires
1:08:00 Good or Bad For Society?
Resources:
Luke Burgis on Twitter
https://twitter.com/lukeburgis
Luke Burgis’s Website
https://lukeburgis.com/
Wanting by Luke
https://www.amazon.com/gp/product/1250262488/
Luke’s First Bankless Appearance
https://youtu.be/5cln_TL-bGI
Manias and Mimesis Essay
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3469465
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/122-kevin
Kevin O’Leary of ABC’s Shark Tank and renowned investor joins us on Bankless to share how he was crypto-pilled.
Just a few years ago, Mr. Wonderful was a crypto bear shark. Fast forward to today, he has investments in over 32 cryptocurrencies and projects. He’s even evangelizing crypto in Washington and all over the world!
What clicked for him? What’s holding the industry back? How is he thinking about the future of the space? Answers to these questions and so much more in the interview!
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:27 Mr. Wonderful in Washington
9:13 Will the Government Get it Right?
12:31 Convincing the Skeptics
18:44 Kevin’s Crypto Portfolio
25:15 The Bull Shark on the Bear Market
28:06 Legislation Obstacles
30:40 Advice For New Crypto Users
35:13 Kevin O’Leary’s Crypto Brand
37:48 What Happens Next?
42:12 WonderFi
44:11 Closing & Disclaimers
Resources:
Kevin O’Leary
https://twitter.com/kevinolearytv
WonderFi
https://www.wonder.fi/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Voltz Protocol is “a novel defi primitive, powering leveraged interest rate swaps. The first ever synthetic interest rate swap AMM, Voltz AMM utilizes concentrated liquidity, creating a market that’s c.3000x more capital efficient.”
With close ties to Uniswap’s V3 model, Voltz aims to disrupt the interest rate swap market, which currently accounts for over $1 Quadrillion (four commas!)
CEO & Co-founder Simon Jones joins this Alpha Leak to discuss the mechanics, roadmap, and token(?) for this exciting New DeFi primitive.
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
6:00 Voltz Protocol
11:15 Interest Swap Markets
16:00 From Chaos to Order
18:45 Leveraged Interest
23:57 How Voltz Works
29:40 Voltz and Uniswap
34:30 Speedrunning Markets
39:22 Voltz Roadmap
43:04 The Magnitude of Yield
46:25 Liquidity Providing
50:08 Voltz Token?
52:07 Get Involved
Resources:
Simon on Twitter: https://twitter.com/0xSimonJones?s=20&t=LfUW7pisIXvB6IXanyaWsQ
Voltz Protocol:
https://www.voltz.xyz/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Full Week of June, 2022
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
3:40 MARKETS
4:05 BTC Price
5:25 ETH Price & Ratio
8:15 Total Crypto Market Cap
8:35 Fed Watch
https://www.youtube.com/watch?v=nzGMSKbqjco
12:55 S&P Trading Range
https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ
14:10 Historic Downtrends
https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ
17:09 Is the Bottom In?
https://twitter.com/RyanSAdams/status/1534214035775930369?s=20&t=PgOB_giLsY0ruzmCjNf2Xg
18:52 Arthur Hayes
https://entrepreneurshandbook.co/shut-it-down-15d230b28089
22:24 Bottom Checklist
https://www.youtube.com/watch?v=cIyxIYd8AzY
26:25 State of the Bear
https://twitter.com/mrjasonchoi/status/1533157547204833280?s=20&t=MouipAFckt5tBzWVlAsX_Q
31:00 Market Meme
https://twitter.com/JadedCapital/status/1534159961260892163?s=20&t=cHUeFE6WQj53jmQUiwSajg
32:40 Burning ETH
https://twitter.com/sassal0x/status/1533758315267665920?s=20&t=Zov7f0A-pR8auAhF3liUlw
37:00 The Ropsten Merge!
https://twitter.com/lightclients/status/1534568543198527491?s=20&t=JSYI9AFcKSfwqgwAk-xJSg
39:40 Dress Rehearsal
https://twitter.com/BanklessHQ/status/1534701665772773376?s=20&t=BW4kTDm3LEofxUeCqiVM3Q
40:35 Great Success!
https://twitter.com/dannyryan/status/1534928763057631232
42:25 Merge Odds
https://twitter.com/PolymarketHQ/status/1534573695741612032?s=20&t=UDosiK6ra7MFZTLGYH05MQ
43:26 Timelines
https://shows.banklesshq.com/p/ethereum-merge-updates-tim-beiko
46:07 Electricity
https://twitter.com/drakefjustin/status/1534857446203834368?s=21&t=NUEmAxr8h0x_3KPC-wgIKQ
48:42 20m OP Wintermute Fumble
https://plaid-cement-e44.notion.site/A-Message-to-the-Community-from-the-Optimism-Foundation-f49b913bb0974d8a854a8bdd409a9dd6
51:50 Kain’s Takes
https://twitter.com/kaiynne/status/1534653450692497408?s=20&t=eYPpC7L9k3u4VrJ4tQQ8hQ
53:15 The Crypto Bill
https://www.gillibrand.senate.gov/news/press/release/-lummis-gillibrand-introduce-landmark-legislation-to-create-regulatory-framework-for-digital-assets
1:00:00 NEWS
1:02:30 PayPal External Transfers
https://twitter.com/Blockworks_/status/1534198854077251585
1:04:40 Bored Ape Ethereum
https://forum.apecoin.com/t/aip-41-keep-apecoin-within-the-ethereum-ecosystem-process/5664
1:05:50 Illuvium Land Sale
https://twitter.com/illuviumio/status/1533458697514536960?s=21&t=6m-JweSHFrwIbq6ryn6FmA
1:06:52 Diablo Immortal
https://twitter.com/RyanSAdams/status/1533488085585076226? s=20&t=Q133IOgqCIng0FNECL_y8g
1:10:35 Budweiser and Digital Horses
https://twitter.com/budweiserusa/status/1533826563287957506
1:11:56 Nickelodeon NFTs
https://twitter.com/nickelodeon_nft/status/1534890874747994112?s=20&t=uDZxZLg7PPW40z_MyN-y5A
1:13:00 New York Mining Ban
https://www.cnbc.com/2022/06/03/heres-whats-in-new-yorks-new-bitcoin-mining-ban-.html
1:15:28 Raises
BlockFi: https://www.theblockcrypto.com/post/150377/blockfi-is-raising-a-down-round-at-1-billion-valuation-sources
Euler: https://twitter.com/eulerfinance/status/1534163279349592064?s=21&t=iGfmuGsBnlCD3sGh_o5vrA
1:16:35 Bankless Jobs
https://pallet.xyz/list/bankless/jobs
1:17:36 Greyscale
https://twitter.com/jchervinsky/status/1534279351402958849?s=20&t=DQ1mOHKUeLpHXcNyNCelNQ
1:20:15 Jay-Z and Jack Dorsey
https://www.rollingstone.com/music/music-news/jay-z-jack-dorsey-launch-financial-literacy-school-at-brooklyn-project-1364919/
1:21:26 Chipotle
https://www.coindesk.com/business/2022/06/02/chipotle-now-accepting-cryptocurrency-payments-at-us-locations
1:24:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1534626663354482690?s=20&t=uJAnalv_CuWnvqfMyAxHlg
1:25:18 Tech Skills
https://twitter.com/willitsmckinley/status/1534628582206672902?s=20&t=a_fuu65MkZe07cR2MJby5g
1:27:08 OP Token Value
https://twitter.com/RickLatona/status/1534676772587024384?s=20&t=a_fuu65MkZe07cR2MJby5g
1:31:08 ETH Bullishness
https://twitter.com/n1x_it/status/1534627825281601536?s=20&t=a_fuu65MkZe07cR2MJby5g
1:35:00 TAKES
1:35:15 The Citizen House
https://twitter.com/VitalikButerin/status/1532533086352576512?s=20&t=iVP94Kh6xj5s_hQw4R_aWw
1:37:00 Analogy Resistant
https://twitter.com/jbrukh/status/1534140205334245376?s=20&t=NCZuooaqIpJCQaIrCoxJ5w
1:38:00 Medium not the Message
https://twitter.com/ourzora/status/1534582905674076161?s=21&t=UAEzTgQHSrmu_xBnmAdNQg
1:39:03 Crypto Equality
https://twitter.com/RyanSAdams/status/1534251962362998785?s=20&t=uJAnalv_CuWnvqfMyAxHlg
1:43:25 What David’s Bullish On
https://newsletter.banklesshq.com/
1:46:30 What Ryan’s Bullish On
1:49:00 MEME of the Week
https://twitter.com/0xfoobar/status/1533533574397304832?s=21&t=PXZ4pEod6NJXY6-wuiRJbA
1:50:00 Moment of ZEN
https://twitter.com/BanklessHQ/status/1534268751394197504?s=20&t=uJAnalv_CuWnvqfMyAxHlg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Tim Beiko of the Ethereum Foundation is here to update us on the merge.
What steps are left? What obstacles do we need to overcome?
Are we merging in August like Justin Drake said? Or later?
Also, there are a lot of misconceptions about the merge! We’re gonna clear them up.
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
7:00 The State of the Merge
12:15 Testnets
15:30 Ropsten Merge
21:13 Client Diversity
24:45 Dress Rehearsals
29:45 Knowing When to Ship
34:00 The Timeline
39:30 Approaching the Merge
47:58 Wen Merge? How Merge?
53:12 Top 5 Misconceptions
1:01:22 Closing Remarks
Resources:
Tim Beiko on Twitter:
https://twitter.com/TimBeiko?s=20&t=CI2Ox4OKbi1sqcRH98qVtg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
A fascinating intellectual debate is emerging in the world of decentralized identity. Today, Vitalik represents Soulbound NFTs, while Disco’s Evin McMullen takes the side of VCs (verifiable credentials).
From your credit history to your college degree, what is it that defines you?
What does decentralized, trustless, digital identity look like?
After listening to these two gigabrains hash it out, we’re convinced that the real winner of this debate… is humanity.
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
4:30 Setting the Stage
7:50 Chains and Identities
11:46 Governance
15:14 The Data Backpack
21:22 Non-transferability
27:52 Token Externalities
34:32 Soulbound Privacy
41:30 Proving Negatives
46:20 Inclusion & Neutrality
50:19 The Disco Pill
56:05 All Directions at Once
1:02:36 A Case Study
1:07:49 Zooming Out
1:12:50 Closing
Resources:
Evin on Twitter:
https://twitter.com/provenauthority?s=20&t=Y6vQEWWHoUCqnF-wAm81qg
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20&t=Y6vQEWWHoUCqnF-wAm81qg
Disco:
https://www.disco.xyz/
Soulbound
https://vitalik.ca/general/2022/01/26/soulbound.html
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Superphiz, above all, is a community member. Phiz rallies the troops across the Rocket Pool and r/EthFinance communities, and is passionate about ETH staking.
Self-describing as the beacon chain community health consultant, Phiz is on a holy mission to promote crypto values.
Phiz is a perfect example of a grassroots individual making a huge impact without a technical background. It’s all Layer Zero, and it always has been.
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
3:30 Peak Phiz Performance
6:34 Decentralized Background
10:41 Ethereum vs Moloch
16:34What’s at Stake?
20:44 We are Layer Zero
24:08 Changing the Culture
28:38 Can We Solve This Problem?
33:30 Using Incentives
43:53 Governance and Values
47:23 The Centralization Limit
55:30 Responsibility Games
59:39 Psychology & Politics
1:03:00 The Role of Bankless
1:08:24 A Unique Position
1:14:14 Bullish
1:18:50 Predicting the Cycles
1:21:00 Talking Shop
1:24:50 A Community Member
1:27:27 Phiz’s Priorities
1:28:31 Closing Remarks
Resources:
Phiz on Twitter:
https://twitter.com/superphiz?s=20&t=wTrV-ik6VJMUfUFGZixC5A
Rocket Pool:
https://rocketpool.net/
r/ethfinance:
https://www.reddit.com/r/ethfinance/
Project Sunshine:
https://ethsunshine.com/
Episode with Hal Press:
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/121-debrief
Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.
With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”
Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:00 Vance Returns
7:39 Where Crypto Needs to Be
16:44 Bull Market Lessons
21:38 Alt L1 Blockchains
26:40 The Layer 2 Rotation
32:13 The Future of ETH Killers
41:07 The Future of Layer 2’s
47:30 Optimism vs Arbitrum
49:35 The Ethereum Market
58:30 ETH is Money
1:02:18 Veblen Moneygoods
1:07:19 Who Buys ETH?
1:10:15 Bull Market Timelines
1:16:05 The Future of Tokens
1:21:30 DeFi’s Make or Break
1:28:25 Winners will emerge
1:32:15 The GameFi Rabbit Hole
1:37:18 Lessons from Axie
1:43:15 Metaverse Money
1:47:45 The Bear Market Gift
1:50:30 Closing & Disclaimers
Resources:
Vance on Twitter:
https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ
Vance’s Tweets
https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg
https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ
https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA
Rune Christensen’s Endgame
https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456
Crypto Fees
https://cryptofees.info/
Betting the Fund on the Merge
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details
Bull Case For DeFi
https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w
Bull Case For DeFi II
https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last Week of May, 2022
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
4:45 MARKETS
5:08 BTC Price
5:45 ETH Price
7:15 FTX Surpasses Coinbase
https://www.theblockcrypto.com/linked/149654/ftx-surpassed-coinbase-as-second-biggest-centralized-crypto-exchange-in-may
9:19 Gemini Layoffs
https://decrypt.co/101881/gemini-lays-off-10-staff-prepare-crypto-winter
11:00 NEWS
12:00 Optimism ($OP) Drop
https://app.optimism.io/airdrop/check
16:11 OP Price
https://www.coingecko.com/en/coins/optimism
18:04 Recapping the Airdrop
https://twitter.com/optimismPBC/thread/1532110295421829123
22:45 Burning
https://twitter.com/sassal0x/status/1531915789103599616
25:10 Fee Revenue
https://twitter.com/sassal0x/status/1531814581932158977
26:58 Coinbase Supports $OP
https://twitter.com/coinbaseassets/status/1531754747321262080
27:35 Controversial Governance
https://gov.optimism.io/t/users-who-sold-the-initial-op-airdrop-should-become-ineligible-for-all-future-airdrops/2143
30:34 Cobie’s Response
https://gov.optimism.io/t/extended-ineligibility-for-future-airdrops/2249
34:14 Velodrome Airdrop
https://stakingbits.medium.com/velodrome-finance-velo-airdrop-is-live-heres-how-to-claim-43e65c5c18f2
37:05 L2 Fees
https://l2fees.info/l1-fees
39:32 OpenSea Front-Runner Facing Charges
https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme
45:08 Front-Running
https://twitter.com/Dogetoshi/status/1532052263375708162
49:20 ETH 2.0 Merge
https://blog.ethereum.org/2022/05/30/ropsten-merge-announcement/
52:08 Pooly NFT
https://blockworks.co/pooltogether-flocks-to-nfts-to-raise-legal-defense-funds/
53:50 Kanye West Yeezus
https://www.theblockcrypto.com/linked/149745/kanye-wests-yeezus-files-for-nft-trademarks
55:35 Risks of Liquid Staking
https://twitter.com/dannyryan/status/1531383030786314240
1:00:00 Battle for the Apes
Avalanche: https://forum.apecoin.com/t/aip-idea-otherside-as-an-avalanche-subnet/6369
Immutable X: https://twitter.com/NorthRockLP/status/1530491299727556609
1:03:25 AVAX vs Immutable X
https://twitter.com/NorthRockLP/status/1530491299727556609
1:03:51 Solana Down Again
https://twitter.com/solanastatus/status/1532043450107015168?s=21&t=OD7ahgCknAnOgQClUhELIQ
1:05:44 Jobs
https://pallet.xyz/list/bankless/jobs
1:07:30 RELEASES
1:07:45 Bankless DAO Tax Guide
https://twitter.com/TaxDroid/status/1532036819189129218
1:09:10 Zerion Mobile Wallet
https://zerion.io/blog/announcing-the-zerion-smart-wallet/
1:10:40 Voltz Protocol
https://twitter.com/voltz_xyz/status/1532029218518876161
1:12:52 DeFi Saver L2
https://twitter.com/DeFiSaver/status/1531299975661068288
1:13:50 Immutable IMX Staking
https://twitter.com/Immutable/status/1531081329865269248?s=20&t=kCTh4dBgrmptze-ut3gS3Q
1:14:30 Lummis Crypto Bill
https://www.theblockcrypto.com/post/149186/heres-a-full-draft-of-senator-cynthia-lummis-landmark-crypto-bill
1:16:18 Binance $500m Raise
https://techcrunch.com/2022/06/01/binance-labs-closes-500m-fund-to-focus-on-web3-and-blockchain-adoption/
1:18:00 Blockspace Demand
https://twitter.com/frogmonkee/status/1532092154037907457
1:22:50 New Use Cases
https://twitter.com/cryptoversidad/status/1532099747783159808?s=20&t=KcDR2bM8-9ajrtWT4AOaWg
1:26:30 TAKES
1:27:08 Understanding the Merge
https://twitter.com/0xfoobar/status/1531710201639882756?s=20&t=YP7GlgRatNiU0azz-leO4g
1:28:26 DAO Human Trilemme
https://twitter.com/owocki/status/1531728875335524352
1:32:50 EVM
https://twitter.com/sassal0x/status/1532198738927579137
1:33:30 What David’s Bullish On
1:36:00 What Ryan’s Bullish On
1:38:10 MEME of the Week
https://imgur.com/4KCMNLA
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jon Charbonneau, Research Analyst at Delphi Digital joins David to talk about his recent essay titled, "The Hitchhiker's Guide to Ethereum."
Proposer / Builder Separation (PBS)
Danksharding and ProtoDanksharding (DS + PDS)
Data Availability Sampling (DAS)
What the absolute HELL are these things? What do they mean for Ethereum? What's the common theme behind all of them? And what do they mean for ETH?
All of these questions answered and so much more in the livestream.
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
6:00 The Vibe of the Ethereum Roadmap
8:50 The Hitchhiker's Guide to Ethereum
17:06 The End State of Ethereum
23:05 Data Availability Sampling
34:49 Proto to Full Danksharding
48:15 Proposer Builder Separation
54:01 Checks & Balances
56:10 Incentives in Being a Builder
1:01:50 Centralization
1:03:50 Comparing Ethereum’s Scaling Strategies
1:05:54 Value Capture
1:07:20 How Jon Understands Everything
Resources:
Jon Charbonneau
https://twitter.com/jon_charb
Delphi Digital
https://delphidigital.io/
The Hitchhiker's Guide to Ethereum
https://members.delphidigital.io/reports/the-hitchhikers-guide-to-ethereum
Valuing Layer 1s - Memes, Money, or More?
https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The Alfalfa Podcast—comprised of Arman Assadi, Nick Urbani, Stephen Cesaro, and Eric Johanson—is the shared mindspace of “four radically moderate internet and finance entrepreneurs.”
The Alfalfa bros wash down mezcal with hot takes about crypto, the macro outlook, politics, investing, and philosophy. This one is a lot of fun.
Also, is this episode a try-out for the Alfalfa Podcast to join the Bankless Network? We’re not totally sure, so you’ll have to let us know!
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:53 Alfalfa Origins
12:55 Nick Urbani
17:39 Arman Assadi
20:35 Eric Johanson
23:08 Stephen
31:40 The Vibe
35:30 Alfalfa vs Bankless
43:08 Squad Wealth
48:45 Authenticity
55:00 Bullish
1:02:53 Bearish
1:11:45 Macro, BTC, ETH
1:17:05 Is David Bearish?
1:22:08 The Merge Trumps Macro
1:29:06 Priced In
1:42:20 Why Alfalfa?
Resources:
The Alfalfa Podcast
https://linktr.ee/alfalfapod
Nick Urbani
https://twitter.com/NUrbani?s=20&t=1wXIWr2RUOfyHKw9zJqREw
Arman Assadi
https://twitter.com/ArmanAssadi?s=20&t=1wXIWr2RUOfyHKw9zJqREw
Stephen Cesaro
https://twitter.com/StephenCesaro?s=20&t=1wXIWr2RUOfyHKw9zJqREw
Eric Johanson
https://www.linkedin.com/in/ericjohanson1/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/120-debrief ------
Marc Andreessen was a key player at the genesis of the internet. Chris Dixon is the master of Web3 mental models.
The journey of a16z is the history of the internet—from Web1 builders to Web2 disruptors. And now they stand as core capital infrastructure of Web3.
Having just announced the $4.5B raise of their Crypto Fund IV, as well as their new web3 Podcast, this episode will break the internet... or fix it.
📣 SUBSCRIBE to the NEW a16z PODCAST:
https://link.chtbl.com/HObAJQDL?sid=bankless
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:30 The Internet Problem
13:47 Encryption & Regulation
20:20 What the People Want
26:04 Cathedral and the Bazaar
34:07 Internet History Rhymes
39:46 Net Neutrality
47:15 An Improved Design Space
53:30 Speedrunning Everything
59:24 The Web3 Solution
1:03:55 The Mature Internet
1:11:50 Art and the Internet
1:15:21 Web3 Critics
1:19:15 Political Ideology
1:25:13 Marc’s Advice
1:31:25 Closing & Disclaimers
Resources:
Marc on Twitter:
https://twitter.com/pmarca?s=20&t=KszkLZCPKDd3zwBLcU0aiA
Chris on Twitter:
https://twitter.com/cdixon?s=20&t=KszkLZCPKDd3zwBLcU0aiA
5 Mental Models for Web3:
https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris
a16z Podcast:
https://link.chtbl.com/HObAJQDL?sid=bankless
Marc Andreessen's Book Club:
The Mystery of Capital - Hernando De Soto
https://www.amazon.com/Mystery-Capital-Capitalism-Triumphs-Everywhere/dp/0465016154
In Defense of Globalization - Jagdish Bhagwati
https://www.amazon.com/Defense-Globalization-New-Afterword/dp/0195330935
Free to Choose - Milton Friedman
https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607
Capitalism and Freedom - Milton Friedman
https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607
A Conflict of Visions - Thomas Sowell
https://www.amazon.com/Conflict-Visions-Ideological-Political-Struggles/dp/0465002056
The Vision of the Anointed - Thomas Sowell
https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X
Knowledge and Decisions - Thomas Sowell
https://www.amazon.com/Knowledge-Decisions-Thomas-Sowell/dp/0465037380
Intellectuals and Society - Thomas Sowell
https://www.amazon.com/Intellectuals-Society-Thomas-Sowell/dp/0465025226
The Managerial Revolution - James Burnham
https://www.amazon.com/Managerial-Revolution-What-Happening-World/dp/1839013184
In Defense of Global Capitalism - Johan Norberg
https://www.amazon.com/Defense-Capitalism-Norberg-Institute-Defence/dp/1930865473
The Machinery of Freedom - David D. Friedman
https://www.amazon.com/Machinery-Freedom-Guide-Radical-Capitalism/dp/1507785607
God of the Machine - Isabel Paterson
https://www.amazon.com/God-Machine-Library-Conservative-Thought/dp/1560006668
Economics in One Lesson - Henry Hazlitt
https://www.amazon.com/Economics-One-Lesson-Shortest-Understand/dp/0517548232
Men, Machines, and Modern Times - Elting E. Morison
https://www.amazon.com/Men-Machines-Modern-Times-Press/dp/0262529319
The Cathedral & the Bazaar - Eric S. Raymond
https://www.amazon.com/Cathedral-Bazaar-Musings-Accidental-Revolutionary/dp/0596001088
The Declaration of Independence of Cyberspace - John Perry Barlow
https://www.eff.org/cyberspace-independence
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of May, 2022
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:55 MARKETS
5:00 BTC Price
5:16 ETH Price
5:38 BTC Ratio
8:05 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts
8:23 BEAR
8:35 Rekt ARK
https://twitter.com/charliebilello/status/1524384920184963072
11:20 OpenSea Volumes December 2021 Levels
https://imgur.com/Nw0b10k
11:33 BULL
11:37 Uniswap Hits $1T Lifetime Trading Volume
https://twitter.com/uniswap/status/1529102980296867842
12:32 The ENS Boom
https://twitter.com/ensdomains/status/1520920301583822848
13:24 May
https://twitter.com/nicksdjohnson/status/1528516461668380672
14:08 New and Returning Users
https://twitter.com/nicksdjohnson/status/1528516666643976192
14:25 Read Metaversal
https://metaversal.banklesshq.com/p/the-ens-boom-
14:30 Reports from Goldman Sachs & Federal Reserve
https://www.coindesk.com/markets/2022/05/20/goldman-sees-little-us-economic-impact-from-lower-cryptocurrency-prices/
15:25 12% Adults Held Crypto Last Year
https://thedefiant.io/fed-survey-crypto/
17:03 Stablecoins as Portion of ERC20s vs. ETH
https://imgur.com/ZUSP1wZ
21:43 NEWS
22:09 Gamestop Wallet
https://twitter.com/GameStop/status/1528693604364976129
https://wallet.gamestop.com/wallets
https://chrome.google.com/webstore/detail/gamestop-wallet/pkkjjapmlcncipeecdmlhaipahfdphkd
24:50 Terra Relaunching Without Algo-Stablecoin
https://twitter.com/terra_money/thread/1529451631263174656
https://www.theblockcrypto.com/linked/148253/korean-police-seek-freeze-on-luna-foundation-guard-assets-kbs
28:20 DeFi Defending Itself
28:35 Story of Frivolous PoolTogether Lawsuit
https://twitter.com/lay2000lbs/status/1529827211401842694
30:05 Mint a Pooly
https://mint.pooltogether.com/
33:46 Optimism Cracks Down on Airdrop Farmers
https://www.theblockcrypto.com/post/148417/optimism-cracks-down-on-airdrop-farmers
35:45 Loyalty Coin Season
33:57 Coindesk Launches $DESK
https://twitter.com/CoinDesk/status/1528756858307100672
37:39 Revolut’s $Revcoin
https://www.theblockcrypto.com/post/147768/revoluts-planned-native-token-will-reward-customer-loyalty-storonosky-says
39:05 Tl;dr:
https://c.tenor.com/CMsesV7bO7kAAAAC/iasip-its-always-sunny.gif
40:10 NFTs
40:15 OpenSea Launches Seaport
https://beincrypto.com/opensea-launches-web3-nft-seaport-marketplace/
41:38 Seth Green is Down Bad
https://twitter.com/morebuttertv/status/1529151981792727040
43:50 MISC
43:52 Cami Gives Her Book to the Pope
https://twitter.com/CamiRusso/status/1527371285835067394
44:23 SBF Could Spend $1B in 2024 Elections
https://twitter.com/fintechfrank/status/1529185967705292801
46:47 JOBS
https://pallet.xyz/list/bankless/jobs
49:34 RELEASES
49:40 Tracer DAO Perpetual Pools V2
https://twitter.com/TracerDAO/status/1527289735500247040
51:45 Sense Finance Web3 Yield Curve
https://twitter.com/senseprotocol/status/1527334388232466432
https://app.sense.finance/eth-mainnet/pool
https://www.statista.com/statistics/1058454/yield-curve-usa/
55:57 RAISES
56:00 a16z Crypto Fund 4 $4.5B
https://www.cnbc.com/2022/05/25/andreessen-horowitz-raises-4point5-billion-crypto-fund-in-down-market.html
https://newsletter.banklesshq.com/
56:54 Adam Neumann-Backed Flowcarbon $70M a16z
https://twitter.com/TheBlock__/status/1529190581133619205
59:12 StarkWare Series D $8B
https://twitter.com/StarkWareLtd/status/1529454921451458560
59:34 Standard Crypto $500M Fund
https://www.theblockcrypto.com/linked/148537/standard-crypto-raises-new-500-million-fund-axios
1:02:55 Community Questions
https://twitter.com/TrustlessState/status/1529561952648716289
https://twitter.com/MateyNikolov/status/1529569116994080771
1:13:35 TAKES
1:13:40 Step Aside Disney
https://twitter.com/sobylife/status/1527400472251752448
1:14:32 DeFi’s Benefits
https://twitter.com/econoar/status/1527873338600611840
1:16:33 UNIchain is Inevitable
https://twitter.com/delitzer/status/1528497663607328768
1:21:38 13 Years of Web3 and NFTs Converted
https://twitter.com/w3b_eth/status/1528782828481171456
1:23:25 What David’s Excited About
Alfalfa Podcast
https://imgur.com/EtRtCpD
https://imgur.com/9XWu0VT
1:24:49 What Ryan’s Excited About
https://twitter.com/pythianism/status/1528501361452584960
1:29:46 Meme of the Week
https://twitter.com/cryptoreumd/status/1527706078624063489
1:30:57 Moment of Zen
https://twitter.com/BanklessHQ/status/1529899137713549312
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Co-Founder & President, Robbie Ferguson and Co-Founder & CTO, Alex Connolly join us to reveal something very important: the next chapter of Immutable.
Tune in to find out what it is and what it means for the NFT space!
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
6:15 What’s Holding GameFi Back?
12:00 Immutable’s BIG Release
15:32 Why Multichain?
20:27 The Interoperability Layer
23:11 Network Effects, Security, & Fractal Scaling
45:15 Liquidity, Multichain & Bridging Dynamics
53:41 Wen Games?
58:00 Rarible x Immutable
Resources:
Robbie Ferguson
https://twitter.com/0xferg
Alex Connolly
https://twitter.com/0xconnolly
Immutable
https://www.immutable.com/
https://twitter.com/immutable
Spectrum of Chain Chart
https://imgur.com/oaGPuuE
Unified Ecosystem Diagram
https://imgur.com/j32AzjH
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This might be the dankest livestream we’ve done to date. Vitalik Buterin, Dankrad Feist, and Protolambda join Tim Beiko to discuss all things Danksharding and Proto-Danksharding. Sharding what? Don't worry. By the end of this conversation, you’ll know how sharding has evolved over time, why danksharding is possible, how proto-danksharding will get deployed, and so much more.
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro & Danksharding Explained
7:00 Panelist’s Backgrounds
8:34 How Sharding Has Evolved
15:56 Why Danksharding is Possible
23:40 Proto-Danksharding
27:15 Data Availability
35:40 Data Availability Sampling
48:00 Cryptography for Noncryptographers
56:10 How Does All of This Get Deployed
1:00:05 The Big Open Questions in Sharding Land
1:05:30 Closing Thoughts
Resources:
Vitalik
https://twitter.com/VitalikButerin
Dankrad
https://twitter.com/dankrad
Protolambda
https://twitter.com/protolambda
Tim Beiko
https://twitter.com/TimBeiko
Proto-Danksharding
https://www.eip4844.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of May, 2022
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:27 MARKETS
5:30 BTC Price
7:00 ETH Price
7:13 BTC Ratio
7:34 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts
7:46 $35T in Global Market Value Gone
https://twitter.com/cullenroche/status/1524441227931774976
11:08 PERMISSIONLESS
11:50 Web3 Social Media
https://twitter.com/LensProtocol/status/1526918065409216512
https://twitter.com/sabarehmani/status/1527284540045086722
17:44 Robinhood Wallet
https://twitter.com/Blockworks_/status/1526618593856823297
https://twitter.com/Blockworks_/status/1526620218352619521
https://youtu.be/pxolJ9ijVVc
19:43 SBF Takes 7.6% Stake in Robinhood
https://twitter.com/fintechfrank/status/1524856587206246409
20:27 Coinbase MPC Wallet
https://mobile.twitter.com/petejkim/status/1527027583254241280
26:54 Ledger Connect
https://twitter.com/Ledger/status/1526638379886161920
27:28 Coinbase Liquid Staking
https://blockworks.co/coinbase-cloud-figment-back-new-liquid-staking-protocol/
30:08 NEWS
30:10 Terra / Luna Updates
30:15 Do Kwon Called to Attend Parliament
https://twitter.com/WatcherGuru/status/1526499355221495810
31:04 NFTs
31:15 Chainsmokers Album Royalties With Fans
https://decrypt.co/100168/chainsmokers-new-album-nft
32:08 Spotify Trialing NFTs?!
https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=62a55abfa2&e=29f2240adb
34:28 JOBS
https://pallet.xyz/list/bankless/jobs
31:15 RELEASES
37:18 a16z 2022 State of Crypto Report
https://twitter.com/a16z/status/1526524210927083520
39:37 EY Supply Chain Tracking
https://www.theblockcrypto.com/post/147287/ey-unveils-supply-chain-tracking-service-on-polygon-nightfall
40:30 RAISES
40:33 a16z $600M Gaming Fund + Framework
https://www.wsj.com/articles/andreessen-horowitz-debuts-600-million-gaming-fund-to-add-to-web3-bets-11652878800
43:49 Community Questions
https://twitter.com/thefaketomato/status/1527029194336632834
46:11 TAKES
46:14 Legitimize Price Gouging
https://twitter.com/VitalikButerin/status/1525301234516652032
49:34 Long-term Crypto Fundamental Indicator
https://twitter.com/matthuang/status/1525871531070435328
50:21 Build the Dip
https://twitter.com/RyanSAdams/status/1527278030095147008
52:46 What David’s Excited About
53:15 What Ryan’s Excited About
Pics from Permissionless
Meeting IRL
https://twitter.com/0x_Lucas/status/1526237799699169281
Meeting on stage
https://twitter.com/mad5/status/1526553782808678400
David + Ryan at DAO event
https://twitter.com/JulianPscheid/status/1526756748555694080
https://twitter.com/GrayberJef/status/1526772418118836225
Rosenthal on Stage
https://twitter.com/DisruptiveBrain/status/1526662343333138433
The Merge
https://twitter.com/BanklessHQ/status/1526954353709531137
First ever Ryan+David pic with a fan
https://twitter.com/res_fluid/status/1526910754473000961
Ryan + Dixon
https://twitter.com/RyanSAdams/status/1526570918851530754
Getting Green Pilled
https://twitter.com/BanklessHQ/status/1526625409214959618
DeFi state of the Union
https://twitter.com/mcutler/status/1526914528633552897
Party
https://twitter.com/PallerJohn/status/1527152102459461638
59:07 Moment of Zen
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Robinhood's Co-Founder & CEO, Vlad Tenev announced some major news at Permissionless earlier this week. Robinhood is diving deep into crypto and web3!
How so? When's the big roll-out? Hear all about it and so much more in the interview.
P.S. It's Ryan and David's FIRST in-person interview! You don't want to miss it, anon. Trust.
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
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https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
4:53 Wen Vlad & Robinhood Got Cryptopilled
7:55 Why Self-Custody
9:09 Robinhood 3
12:15 Chromatic Feedback & Other Features
14:03 Why the Crypto Pivot?
20:37 Utility of Robinhood’s Non-Custodian Wallet
26:04 Cannobolization Threat?
27:32 Robinhood’s Seriousness, Culture, & Demand
30:44 Robinhood Crypto Users
32:28 Robinhood 3’s Case for Normies
34:56 What’s Next
Resources:
Vlad Tenev
https://twitter.com/vladtenev
Robinhood 3
https://robinhood.com/web3-wallet
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Mike Spain is the Co-Founder of Lyra, an options trading protocol accessing the scalability of Layer 2 Ethereum to provide a robust, lightning-fast, and reliable trading experience.
David and Mike chat about how Lyra got started, the impact of on-chain options, Lyra’s newest launch—Avalon—and so much more.
Avalon is available now to a select group of users and will be available to the public on May 30th!
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Timestamps:
0:00 Intro
3:38 The Genesis of Lyra
6:20 On-Chain Options
11:36 How Lyra Wins
14:46 Pros & Cons of On-Chain Options
16:42 Lyra Limitations & Roadmap
21:47 Composibilty & Avalon
28:39 The Lyra Vision
30:19 Yield & Options
32:00 Lyra $OP Distribution
33:33 Closing
Resources:
Mike Spain
https://twitter.com/0xmjs
Lyra
https://twitter.com/lyrafinance
Avalon
https://blog.lyra.finance/avalon-upgrade-primer/
Discord
https://discord.com/invite/Lyra
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Sandeep Nailwal and Mihailo Bjelic are the Co-Founders of Polygon. They’ve been on Bankless in the past, but not during a time like the one we currently find ourselves in.
However, the bear market is not stopping Polygon from building. Polygon is enabling Instagram to bring NFTs to 2.9B people. And that's not all! They're also working with Stripe to allow USDC payments via Polygon.
Hear how exactly they plan on doing this, what they plan on building next, how they're thinking about the bear market, and so much more!
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
8:41 Instagram is Adding NFTs
15:01 Meta’s Crypto Team
17:40 What Instagram NFTs Look Like
21:30 The Potential of NFTs on Instagram
26:31 Is Polygon Ready to Support New Users?
29:58 Stripe to Allow USDC Payments via Polygon
35:35 Addresses, Stripe Wallet & Gas Fees?
41:12 Polygon’s Strategy Going Forward
49:04 Polygon Supernets
53:38 Weathering the Bear Market Storm
58:55 Thoughts on the Market Crash
1:02:24 Closing & Disclaimers
Resources:
Sandeep & Mihailo's Previous Bankless Episodes
https://youtu.be/Gf2aalPt8-k
https://youtu.be/rCJUBUTFElE
Sandeep Nailwal
https://twitter.com/sandeepnailwal
Mihailo Bjelic
https://twitter.com/MihailoBjelic
Instagram NFTs
https://imgur.com/a/c1vBnM2
Stripe to Allow USDC Payments via Polygon
https://www.coindesk.com/business/2022/04/21/stripe-taps-polygon-to-allow-customers-to-make-payments-in-usdc/
Polygon Supernets
https://twitter.com/0xPolygon/status/1517502692670640129
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Crypto is a multidisciplinary field. Whether it’s finance, sociology, history, or philosophy—the list goes on. However, what about astrology? Can crypto be predicted using it? Maren makes the case for why. And she's got the track record to prove it.
In this episode, we dive into Maren’s astrological crypto trading methods, her responses to the main critiques, what lies ahead in the coming months and remaining decade, and so much more.
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
4:20 Who is Maren & Astrology?
8:00 The Method to Predicting
10:06 Critiques of the Method
15:20 Predicting the Collapse of UST
17:34 Maren’s Track Record & Reading
22:21 Gravitating Towards Crypto
27:41 The Maren Community
35:46 Prediction Timeframes & Cycles
37:54 What’s Coming in May, June & Beyond?
46:10 Multidisciplinary Alignment
47:53 Astrace & Other Things Maren’s Working On
57:37 David & Maren’s Signs
Resources:
Maren
https://www.youtube.com/c/MarenAltman/videos
https://twitter.com/marenaltman
https://www.tiktok.com/@marenaltman
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The current outlook in the markets is... shaky at best.
War in Europe. Inflation and political instability in the USA.
On top of that, Terra (UST) began its historic plummet—right in the middle of recording this episode.
Raoul Pal of RealVision returns to Bankless to synthesize the widespread chaos in the markets, and helps us figure out how to position ourselves for these wild times.
📣 ALCHEMIX | Get a Loan that Repays Itself!
https://bankless.cc/Alchemix
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:30 Not Looking Good Out There
14:00 What Goes Up…
19:49 The Macro Fundamentals
25:09 The Debt Bubble
31:29 Tech Stocks
37:30 No Safety Net
42:34 Global Concerns
47:45 UST Collapses
52:30 A Massive Meltdown
55:15 Regulation
59:30 Maturing Crypto Markets
1:05:45 What can save us?
1:12:38 More Stimulus Checks?
1:19:22 Hedging Against Inflation
1:22:00 Raoul’s Portfolio
1:26:10 Culture as an Asset Class
1:28:53 Advice for First-Timers
1:31:40 Should We Be Scared?
Resources:
Raoul Pal:
https://twitter.com/RaoulGMI?s=20&t=fcZpeyDaMB3GKo8aC1i4Gw
RealVision:
https://www.realvision.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Anthony, Eric, and David dive into the downfall of Luna, takeaways from this week, bear market survival, and why they're bullish on the ETH merge.
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Resources:
Anthony Sassano
https://twitter.com/sassal0x
https://twitter.com/thedailygwei
https://www.youtube.com/c/TheDailyGwei
Eric Conner
https://twitter.com/econoar
https://podcast.ethhub.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of May, 2022 ------
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
3:30 MARKETS
4:00 BTC Price
5:14 ETH Price
6:20 BTC Ratio
7:30 Down Bad
8:20 The Fed
11:30 Alt L1s
https://twitter.com/RyanSAdams/status/1524530815534780418?s=20&t=vizZmVoPrcVxbam1fHBrDw
18:41 Coinbase Earnings
https://twitter.com/fintechfrank/status/1524128481537400832
22:30 NEWS
23:00 UST Luna Collapse
https://twitter.com/terra_money/status/1524785058296778752?s=21&t=E7dei4OsxkNXTk1l9K0kaQ
36:06 Tether Loses Peg
https://www.coindesk.com/markets/2022/05/12/tether-loses-1-peg-bitcoin-drops-to-2020-levels-of-near-24k/
38:05 Coinbase Bankruptcy
https://www.wsj.com/articles/coinbase-says-users-crypto-assets-lack-bankruptcy-protections-11652294103
41:27 Bankless Banned from Youtube
https://twitter.com/BanklessHQ/status/1523317593947353089
48:58 Optimism Records
https://twitter.com/kelvinfichter/status/1523826091961597953
51:00 NFTs
51:24 Instagram NFTs
https://twitter.com/BanklessHQ/status/1523404729715359745
53:49 Doodles Billboard CEO
https://decrypt.co/99660/ethereum-nft-collective-doodles-names-billboard-executive-new-ceo
54:14 PopeNFT
https://www.entrepreneur.com/article/426931
54:54 Poolsuite Manor DAO
https://twitter.com/Poolsuite/status/1522311339116539906
55:15 REGULATION
55:44 BitMEX Fine
https://www.coindesk.com/policy/2022/05/05/us-court-orders-bitmex-founders-to-pay-30m-for-illegal-trading-2/
56:51 Germany Tax
https://decrypt.co/100086/germany-wont-tax-bitcoin-ethereum-sold-after-one-year-of-possession
57:43 JUNO Oops
https://twitter.com/CoinDesk/status/1522290377713192962
58:30 RELEASES
58:40 Hop Drop
https://twitter.com/HopProtocol/status/1522284534598967300
1:00:45 Compound Treasury Credit Rating
https://twitter.com/compoundfinance/status/1523655146898661376
1:01:35 Zapper iOS App
https://twitter.com/zapper_fi/status/1517155336070696961
1:02:25 Zora $50m Raise
https://twitter.com/stevejang/status/1522287336209362944
1:03:18 Decrypt Raise
https://www.coindesk.com/business/2022/05/03/decrypt-spins-out-from-consensys-mesh-raises-10m-at-50m-valuation/
1:03:40 JOBS
https://pallet.xyz/list/bankless/jobs
1:08:15 Community Questions
https://twitter.com/ChristopherSc15/status/1524539103412379650?s=20&t=C0zGfY_hr437Uh3oamnkuw
https://twitter.com/Jasper_ETH/status/1524492344317419520?s=20&t=C0zGfY_hr437Uh3oamnkuw
https://twitter.com/daniserra/status/1524570148257947648?s=20&t=C0zGfY_hr437Uh3oamnkuw
1:15:45 TAKES
1:16:10 DAO Culture
https://twitter.com/owocki/status/1524069606855303168
1:18:35 The Best Investments
https://twitter.com/RyanSAdams/status/1524703484884488192?s=20&t=HrwnaTnEh4GfX6mk8q5Ybg
1:20:15 What David’s Excited About
1:22:00 What Ryan’s Excited About
1:24:05 MEME of the Week
1:25:00 Moment of Zen
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
We’re currently watching one of the the largest events in Crypto history.
The sketchy outlook in the markets has triggered a run on the UST stablecoin, which began destabilizing in the last several weeks.
As time progressed, the peg worsened, and it eventually rolled over into a complete crash of both the value of UST, and the native asset LUNA.
What led to the crash? Was it a coordinated attack, or an inevitable collapse?
What Red Flags were there ahead of time? What’s the fallout from all of this? What lessons can we learn?
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
6:30 Explaining the Terra Ecosystem
9:30 Tail Risk and Background
13:50 Bitcoin, Curve, and Monsters
17:54 The Initial Destabilization
20:14 The Panic Begins
24:40 The Charts
27:18 A Total Collapse
32:30 Regulators Get Involved
35:08 Was This An Attack?
37:58 The Collateral Damage
40:00 Do Kwon’s Big Talk
41:52 Rick Sanchez and Basis Cash
44:08 Community Response
46:05 How Do We Move On?
49:14 Don’t Take Shortcuts
Resources:
Anchor Protocol:
https://app.anchorprotocol.com/earn
Buying Bitcoin:
https://twitter.com/LFG_Reserve/status/1507688906820620291
Curve Pools:
https://dune.com/SebVentures/UST
Binance Orderbook:
https://twitter.com/hasufl/status/1523817151471230976?s=20&t=FiTLk5ce5JmTg_s7QnWgMw
External Collateral:
https://twitter.com/ThinkingBitmex/status/1523526622044860416
Deploying More Capital:
https://twitter.com/stablekwon/status/1523733542492016640
Collapse:
https://twitter.com/ryanberckmans/status/1523712585794977792
Bitconnect:
https://twitter.com/TrustlessState/status/1524451573908209664?s=20&t=1cKzW3BXwfKsAdFAsObfLQ
Historical:
https://twitter.com/nic__carter/status/1524233730717585409?s=20&t=azvpduGJEOCfqyNCUFSBWA
Janet Yellen:
https://twitter.com/tier10k/status/1524031909067698180?s=20&t=FiTLk5ce5JmTg_s7QnWgMw
Coordinated Attack:
https://twitter.com/TerraBitesPod/status/1524229263469293570?s=20&t=FiTLk5ce5JmTg_s7QnWgMw
Vitalik Clip:
https://twitter.com/BanklessHQ/status/1523995722261147648?s=20&t=FiTLk5ce5JmTg_s7QnWgMw
Mental Health:
https://twitter.com/Shigeo808/status/1524149580048191488?s=20&t=azvpduGJEOCfqyNCUFSBWA
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
What happens when a guy becomes so convicted on ETH that he bets HIS ENTIRE FUND on the Ethereum Proof-of-Stake merge? How much alpha is there in the All Core Devs calls? How should YOU play the merge?
Hal Press of North Rock Digital joins us as we discuss how to value tokens, and how to trade the biggest moment in crypto history.
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BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
7:00 What Sets ETH Apart
18:09 Revenue and Cost
24:50 DeFi Utility
31:00 Blockchain Expenses
35:45 Inflating and Revenue
39:48 Supply and Demand
45:56 ETH vs Alt Layer 1s
56:06 Will the Price Lag?
1:03:36 Who Leads the Market?
1:05:35 Modeling Ethereum
1:11:45 ETH Staking Numbers
1:20:00 Wen Merge?
1:30:18 Trading the Merge
1:35:50 Closing
Resources:
Hal Press:
https://twitter.com/NorthRockLP?s=20&t=ZONa4ZJl5kcxbE43zFZKBg
Crypto Fees:
https://cryptofees.info/
Nillion:
https://www.nillion.com/
The Ethereum Thesis:
https://twitter.com/NorthRockLP/status/1484926691990556675?s=20&t=ZONa4ZJl5kcxbE43zFZKBg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
With clean takes and tasteful anime, Fiskantes has one of the best degen anon accounts on crypto twitter.
In this episode, we explore the many metagames of crypto and investing like Bitcoin, NFTs, Meme Stocks, and Poker.
Where will the next meta be?
Hint: the frontier is where the magic happens.
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:00 Fiskantes and Poker
13:19 Whale Dynamics
18:50 The Next Meta
22:55 The Current NFT Meta
28:43 The Meta Diverges
39:07 Exploring at the Margin
45:45 Intuition on the Frontier
51:10 Exporting Culture
55:44 Anon vs Crypto IRL
1:00:56 Living Online
1:09:00 Squad Wealth
1:13:45 Parting Wisdom
Resources:
Fiskantes on Twitter:
https://twitter.com/Fiskantes?s=20&t=vm_h2ChpdCBFIzJxi7Gv-w
Zee Prime Capital:
https://zeeprime.capital/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/117-jim-debrief
Jim O’Shaughnessy is a Wall Street legend and the Founder, Chairman, and Co-CIO of O’Shaughnessy Asset Management, which has over $6 billion in assets under management.
Tap in for timeless investing wisdom to last in crypto for the long-haul. We like playing long-term games, and Jim has decades of investing experience. He’s also a lot of fun to listen to.
Since Jim fell into the world of investing, how has the game changed? What’s stayed the same? And most importantly, what does the crypto investor need to know about staying ahead of the curve?
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:45 Jim O’Shaughnessy
11:30 The investing zeitgeist
17:15 How has the narrative changed?
29:28 Are fundamentals dead?
41:08 Picking the right one
54:44 Investing hacks
1:08:10 The age of social media
1:15:00 Anchoring the crypto space
1:22:08 Psychological hacks
1:29:45 Knowing when to sell
1:36:11 Final thoughts
1:41:38 Conclusions & Disclaimers
Resources:
Jim O’Shaughnessy
https://twitter.com/jposhaughnessy?s=20&t=h5tIizdYwRmThOJTC-03oQ
Devil Takes the Hindmost
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806
Securities Analysis
https://www.amazon.com/Security-Analysis-Foreword-Buffett-Editions/dp/0071592539/ref=sr_1_3?keywords=securities+analysis&qid=1651919905&s=books&sprefix=securities%2Cstripbooks%2C107&sr=1-3
The Intelligent Investor
https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?crid=10L16SFDNU20V&keywords=the+individual+investor&qid=1651919926&s=books&sprefix=the+individual+investor%2Cstripbooks%2C97&sr=1-1
The Internet Contrarian
https://www.osam.com/pdfs/The_Internet_Contrarian_-_4-22-99.pdf
The Simpsons - Sideshow Bob Steps on Rakes
https://youtu.be/aRq1Ksh-32g
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Something weird is happening in ENS land. Low-digit ENS numbers are MOONING and people are playing the numbers game! A new org has emerged with ###.ETH ENS names!
Tune in to be in the know of what's happening with the 10k ENS Club, how to get involved, and the bullish plans they have for the future.
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
4:15 What's Happening?
11:40 Valuing ENS #'s
14:05 The Future of the 10K Club Community
19:00 What's the Utility?
28:30 DAO or Not?
36:15 Subdomains & Wen Sellout?
39:05 Relationship with ENS & 10K Club
41:30 Closing Thoughts
Resources:
10K Club
https://twitter.com/10kClubOfficial
713.eth | 5070.eth
https://twitter.com/soy_eth
562.eth / 630.eth / ٠٠١.eth
https://twitter.com/LeoAlhalabi
ENS
https://ens.domains/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Chris Winfrey from Hop Protocol tells us all about the launch of the Hop Protocol DAO!
OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
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SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
4:30 Chris Whinfrey
7:30 Layer 2 Bridges
10:25 The Hop Origins
14:45 No VC Funding
19:07 The Hop Airdrop
23:56 The Airdrop Meta
28:15 The Distribution
32:57 The Trinity
35:27 The Token
41:00 Yield and the Bridge Wars
47:08 Layer 2 Airdrop Szn
50:57 What's Next?
Resources:
Chris on Twitter:
https://twitter.com/WhinfreyChris?s=20
Announcement Post:
https://hop.mirror.xyz/AI5fOUR0X_l0mktShDOx3mwr-hsB24gp8GvTWtS-MBc
Hop Links
- Twitter: https://twitter.com/HopProtocol?s=20
- Discord: https://discord.gg/PwCF88emV4
- Exchange: https://hop.exchange/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of May, 2022
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
4:00 MARKETS
4:20 BTC Price
5:10 ETH Price
6:31 ETH BTC Ratio
7:30 Crypto Market Cap
7:50 THE FED
https://twitter.com/NorthmanTrader/status/1520048451660226561?s=20&t=WsDzeddLzDPlD__LhyLbbA
13:15 Ethereum’s Q1 Results
https://twitter.com/banklesshq/status/1520140178878353410
16:05 Global Metrics
https://dune.com/hildobby/Ethereum-Overview
17:08 OP Stimpak
https://twitter.com/optimismPBC/status/1521577143364427777?s=20&t=OPbZKxvvbYFZRDvMbp4wXg
19:30 NFTs Booming
https://decrypt.co/99226/nfts-dead-opensea-daily-trading-record-476m-ethereum
22:15 RELEASES
23:00 Lido Centralization
https://scorecard.lido.fi/
26:12 ENS Constitution
https://constitution.ens.domains/
27:12 Etherscan Heatmap
https://twitter.com/etherscan/status/1521813183346151424
27:45 RAISES
28:00 Pangea
https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fund
28:48 Syndicate
https://twitter.com/SyndicateDAO/status/1521483151406600192
30:12 JOBS
https://pallet.xyz/list/bankless/jobs
30:00 NEWS
32:35 Hop Airdrop
https://twitter.com/HopProtocol/status/1520055351931985921
34:35 Bored Ape Mint Fiasco
https://coinmetrics.substack.com/p/state-of-the-network-issue-153
40:30 Fork Optimism
https://twitter.com/FUCORY/status/1520849858793402368
42:20 10k ENS Club
https://twitter.com/10kclubofficial/status/1520903265164091402
45:50 Starbucks NFTs
https://techcrunch.com/2022/05/04/starbucks-to-launch-nfts-this-year-offering-access-to-unique-experiences-and-benefits/
47:20 SOLANA GOES DOWN
https://twitter.com/solanastatus/status/1520508697100926977
49:20 Censorship Worries
https://twitter.com/nixxholas/status/1520509031751684096
51:23 Broken Record
https://twitter.com/TrustlessState/status/1521657185654116353?s=20&t=cgCZ5KCih_sZluVjKLjFfA
54:20 OTHER NEWS
54:39 Waren Buffet BTC
https://markets.businessinsider.com/news/stocks/warren-buffett-charlie-munger-bitcoin-crypto-cryptocurrency-investing-berkshire-hathaway-2022-4
56:30 PoolTogether Lawsuit
https://www.wsj.com/articles/crypto-savings-lawsuit-puts-principles-of-defi-to-the-test-11642069806
1:02:06 TRIBE Exploit
https://decrypt.co/99103/fei-protocol-offers-10m-bounty-after-80m-rari-capital-exploit
1:05:00 COMMUNITY QUESTIONS
https://twitter.com/wongisrite/status/1522054783200243712
1:06:54 Layer 2 Solutions
https://twitter.com/locopatron1/status/1522057520721801217?s=20&t=cgCZ5KCih_sZluVjKLjFfA
1:08:48 Sharding or Movie?
https://twitter.com/sharath_darsha/status/1522060962500554753?s=20&t=cgCZ5KCih_sZluVjKLjFfA
1:10:00 TAKES
1:10:28 Parasitic Layer 2s
https://twitter.com/ryansadams/status/1521503349773946882
1:13:06 Bad Take
https://twitter.com/pgaffney/status/1522038187782254593
1:16:28 What David’s Excited About
1:18:47 What Ryan’s Excited About
1:20:05 MEME of the Week
https://twitter.com/BanklessHQ/status/1521908752756080642?s=20&t=cgCZ5KCih_sZluVjKLjFfA
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This is part two of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. A paradigm shift unlike any other is unfolding at this very moment. Countless crypto newcomers wish they started experimenting with parts of space sooner vs. later. There’s still time, though. Especially as it pertains to L2s.
Tune in to learn more about what makes this opportunity so immense, how to take advantage of it, what it means for the future of the space, and so much more.
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:30 Public Goods Explained
14:00 The Fault of Block Rewards
19:40 Where the Money Comes From
23:50 Types of Public Goods Taxes
27:25 Good vs. Bad MEV
28:55 Where Revenue Goes
32:40 Retroactive Public Goods
44:30 Public vs. Private Investing
46:30 The Untapped Potential
53:40 Public Goods Building Ideas
56:23 The Opportunities
58:05 Disclaimers
Resources:
Part One
https://youtu.be/HMFxgTbY_9Y
Tascha Labs
https://twitter.com/TaschaLabs
Optimism
https://www.optimism.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This is part one of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. L2 summer is right around the corner. Start preparing now. Part two will be airing tomorrow!
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:30 Why to be Excited About L2s
8:38 Do L2s Cannibalize ETH?
16:33 L2 Fees
20:55 Difference in Rollups Fees
22:55 L1 Fees
29:29 The L2 Paradigm
32:05 Burning Explained
40:32 ETH Stake Rate
42:55 The Demand for ETH
51:55 L2’s Narrative Opportunity
56:45 The Security Budget
1:01:30 L2 Summer is Coming
1:06:10 Liquid Mining & Tokens
1:08:10 Summarizing Part One
1:12:30 Disclaimers
Resources:
L2 GDP Map
https://twitter.com/RyanSAdams/status/1521503349773946882
Burn Leaderboard
https://ultrasound.money/
ETH Isn’t Expensive
https://twitter.com/RyanSAdams/status/1521471900836372481
Money Printer
https://moneyprinter.info/
Crypto Fees
https://cryptofees.info/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Camila Russo, founder of The Defiant, is bringing Ethereum to Hollywood with the feature film adaptation of her fantastic book "The Infinite Machine."
This is the first project of its kind and is gaining speed, recently attaching Scott Free Productions (Ridley Scott's company) to produce. With these headwinds, The Infinite Machine movie is set to disrupt Hollywood in more ways than one.
Reflecting on how she got to this point and the long road ahead, our biggest questions are... wen movie? Who's going to play Vitalik? And how can YOU get involved?
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
7:00 The Social Network of Crypto
12:42 From Book to Script
18:41 Scott Free Productions
21:55 The Roadmap
26:00 Bankless Picks the Actors
29:45 Funding with NFTs
35:22 The Artists and DAO
40:19 The Defiant & the Future
46:02 Closing & Disclaimers
Resources:
Camila Russo:
https://twitter.com/CamiRusso?s=20&t=7RSAv0_0myTciEikiAR7mw
The Defiant:
https://twitter.com/DefiantNews?s=20&t=7RSAv0_0myTciEikiAR7mw
The Infinite Machine (book):
https://www.harpercollins.com/products/the-infinite-machine-camila-russo?variant=32123333836834
The Infinite Machine (movie):
https://www.theinfinitemachinemovie.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Karl Floersch is the co-founder of Optimism, the Ethereum rollup scaling solution, as well as one of the primary advocates in the space for public goods funding. Through his prolific body of work—as well as a boundless well of optimism and energy—Karl is a core beating heart of Ethereum culture, as well as a schelling point for values and ethos across the ecosystem.
We say it every episode: the code we write impacts the people who use it. Few embody this declaration more than Karl, whose deepest passion is building technological infrastructure to incentivize ethical behavior.
We also explore the concept of ‘Ether’s Phoenix,’ a hypothetical being that rewards you for manifesting it—directly contrasting the concept of Roko’s Basilisk (research at your own risk).
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:00 Inspiration and Leaders
10:10 Road to Ethereum
16:13 For the Right Reasons
21:12 Embedding Values
28:35 The School of Fish
34:38 The Future Karl Sees
42:00 The Human Body Metaphor
47:44 The Decentralized Brain
52:25 Retroactive Public Goods Funding
57:14 Distributing Funds
1:01:08 Unprecedented Opportunity
1:04:59 Rku’s Bsilisk
1:08:39 Ether’s Phoenix (caw!)
1:15:40 A Just Utopia
Resources:
Karl Floersch:
https://twitter.com/karl_dot_tech
Optimism:
https://twitter.com/optimismPBC
Ether’s Phoenix:
https://medium.com/ethereum-optimism/ethers-phoenix-18fb7d7304bb
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/116-ethan-debrief -----
Ethan Buchman is a fantastic human being, an Internet Biophysicist, Monetary Localist, and Co-Founder at Cosmos. In addition, he is President of the Interchain Foundation.
Today, he comes on Bankless to tell us why we’re wrong.
This episode’s dialectic explores the fate of the blockchain ecosystem—will we have a multi-chain sprawl of different protocols, or will we see a few chains with a power law distribution?
We dive into the value of monetary premium, set against the opposing side of monetary clearing and velocity.
And what does this all mean for security?
The ultimate answer we seek is how to avoid turning the world into a dystopia. On either side of the tyranny spectrum lies anarchy and autocracy, so perhaps the answer rests somewhere in the middle.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 An Internet Biophysicist
6:10 Why Is Bankless Wrong?
9:35 Network Topology
15:55 Co-op Full vs Bankless
23:06 Monetary Premium vs Clearing
33:25 Empires vs City-States
44:48 Discussing the EVM
51:59 The Role of Bitcoin
56:39 DeFi vs ReFi
1:00:49 Systems and Cycles
1:09:00 The Network Effect of Money
1:14:48 Mutual Exclusivity
1:19:34 Layer 2 vs Cosmos
1:26:38 Cooperative Democracies
1:32:31 Plutocracy
1:42:15 Chaos and Order
1:47:55 Closing & Disclaimers
Resources:
Map of Zones
https://mapofzones.com/
Debt: The First 5000 Years
https://en.wikipedia.org/wiki/Debt:_The_First_5000_Years
Cosmos EVM
https://evmos.org/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
📄 READ THE ARTICLE:
https://newsletter.banklesshq.com/p/evm-equivalence ------
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay ------
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last Week of April, 2022
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
3:00 MARKETS
3:25 BTC Price
4:15 ETH Price
5:10 USD ATH
https://imgur.com/GTS2ugz
6:38 Huge Gains in 2021
https://www.theblockcrypto.com/post/142795/crypto-investors-made-163-billion-in-gains-in-2021-chainalysis
7:59 ENS Bull Market
https://twitter.com/ENSbrokerage/status/1518939316671725569
13:12 ApeCoin Mooning
https://www.coingecko.com/en/coins/apecoin
15:00 RELEASES
17:20 Stripe Crypto Payments
https://www.cnbc.com/2022/04/22/stripe-launches-crypto-payments-feature-with-twitter-as-first-client.html
18:38 Volt Protocol
https://twitter.com/VoltProtocol/status/1517578992278249472?s=20&t=6WCwIscpmBkQhvfILpTomw
19:49 Fidelity 401k
https://t.co/f9rRRHIG3h
21:34 AngelList USDC Payments
https://twitter.com/CharleyMa/status/1519322237815472128?s=20&t=zGG6hpeB0kWP_Z6eCUDtxw
22:35 CryptoKicks
https://decrypt.co/98488/nike-rtfkt-reveal-cryptokicks-ethereum-nft-metaverse-sneakers
24:05 JPEG’d Protocol
https://medium.com/@jpegd/jpegd-protocol-launch-e255f32546bb
RAISES27:44 Joe McCann $1B Fund
https://www.theblockcrypto.com/post/143448/founders-from-a16z-solana-and-more-back-new-billion-dollar-crypto-fund
30:48 Dragonfly’s Fund 3
https://techcrunch.com/2022/04/27/crypto-focused-dragonfly-capital-launches-650m-third-fund/?tpcc=tcplustwitter
31:35 Other Releases
https://techcrunch.com/2022/04/21/liquifi-is-building-carta-web3-for-crypto-companies-tokens-blockchain/
https://www.theblockcrypto.com/post/142800/scroll-raises-ethereum-scaling-project-funding
https://www.coindesk.com/business/2022/04/26/dex-protocol-0x-labs-raises-70m-from-greylock-opensea-and-jared-leto-report/
32:55 Jobs
https://pallet.xyz/list/bankless/jobs
34:00 NEWS
34:25 Elon Buys Twitter
https://twitter.com/bnonews/status/1518632272395657218?s=21&t=9jRlT-9PdCasZsm27QH9uw
35:50 Stani Kulechov Twitter Ban
https://youtu.be/1af9OSCZlXA
OPTIMISM
40:01 Optimism Collective
https://twitter.com/optimismPBC/status/1519001562345005057?s=20&t=THP1M38B0NcxGVsTKDuAAQ
43:48 Airdrop
https://community.optimism.io/docs/governance/allocations/
44:50 Data & Takes
https://twitter.com/princecrypto9/status/1519289833616777217?s=20&t=z4CB0TolqtCvB3HLwAUTOg
50:40 Ridley Scott Producing
https://decrypt.co/98421/alien-director-ridley-scott-produce-film-ethereums-rise
52:04 Infura Down
https://twitter.com/RyanSAdams/status/1517515771441778689?s=20&t=16kdQ3GmdiPJi3O1vU-u3w
NFTs
52:49 Moonbirds Mooning
https://www.theblockcrypto.com/post/143249/moonbirds-nft-record-sale-1m-kevin-rose-project
58:00 Solana NFTs
https://decrypt.co/98848/solana-okay-bears-top-ethereum-nft-projects-18m-sales
59:12 OpenSea Acquires Gem
https://twitter.com/opensea/status/1518590087285678081?s=20&t=VKBLpz9v5eYYDCuRW7p7ow
1:00:04 Bitcoin News
https://www.businesstoday.in/crypto/story/central-african-republic-accepts-bitcoin-as-legal-tender-331077-2022-04-25
https://www.coindesk.com/policy/2022/04/22/panamanian-legislative-assemblys-committee-approves-bill-regulating-cryptocurrencies
REGULATION
1:00:42 Snowden Zcash
https://twitter.com/documentingzec/status/1519427037752004609?s=21&t=QS3Yfpgqv2cfreFjRnZLVA
1:02:42 Tron Terra Copycat
https://twitter.com/WuBlockchain/status/1517124429737648129?s=20&t=0KayrDtwHK_0FnyqiNSSDw
1:03:20 ECB Speech
https://www.ecb.europa.eu/press/key/date/2022/html/ecb.sp220425~6436006db0.en.html
1:06:00 TAKES
1:07:30 Toxic Insecurity
https://twitter.com/RyanSAdams/status/1517540916210319361?s=20&t=6Epyd6KM2V4Ns1W22w2AKA
1:09:30 Jon Stewart Authoritarianism
https://www.hollywoodreporter.com/news/general-news/jon-stewart-mark-twain-prize-2022-1235134621/
1:10:08 CT vs NFT Twitter
https://twitter.com/0xwave/status/1518027212951150594?s=21&t=8RZbDznkwbg4jwp2Cs-IIA
1:11:20 EVM Equivalence
https://twitter.com/0xSianLiu/status/1519462941657276416?s=20&t=HzjZQwpeTY9PO4WkV7BRNw
1:13:24 How to Get a Job
https://twitter.com/bkiepuszewski/status/1518528435253043201?s=20&t=YxMWdERkVla3kEsDscIcqw
1:14:24 What Ryan’s Excited About
1:16:39 What David’s Excited About
1:17:45 Meme of the Week
https://twitter.com/nir_III/status/1519143079206428682?s=20&t=EPBZLVJB890e2GZ1PdZVAg
Not financial or tax advice. Do your own research.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Optimism has released their Airdrop details!
Check your eligibility: app.optimism.io/governance The $OP token contract address is: 0x4200000000000000000000000000000000000042
BE VERY CAREFUL WITH SCAMS AND PHISHING ATTACKS. 🔴 POST LIVESTREAM AMA HOSTED BY OPTIMISM: https://twitter.com/optimismPBC/status/1518617022782853120 ------
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido.
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
7:00 An Unprecedented Moment
12:50 Tokens and Governance
17:30 Plutocracy and Democracy
22:54 Balancing Incentive Games
26:10 The Optimism Foundation
30:02 Decentralizing Identity
33:45 Decentralizing Over Time
42:30 The $OP Token and Airdrop
48:00 Distributing Future Airdrops
53:22 Other Token Distributions
57:35 Retroactive Public Goods Funding
1:04:27 Blockspace Demand
1:07:55 EVM Equivalence & EIP 4844
1:14:11 Justice and Balance
1:16:04 What's Next for Optimism?
1:18:26 Be Optimistic
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This episode takes place in the geographical heart of Layer Zero: the middle of DevConnect, the 2022 Amsterdam conference. With the backdrop of a lively conference center, Simona Pop explores heavy topics like the 1989 Romanian Revolution and the pitfalls of DAO governance.
When you cut off the head of top-down totalitarianism, you must replace it with something better—otherwise, another hydra head will appear. Simona thrives on the cutting edge of big problems like these, working on DAO Engagement Strategy at Gitcoin, Community Strategy at Status, and founding the Bounties Network.
When Simona talks about crypto and the Web3 space, the epic proportions of this moment in history become clear and present.
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
5:00 Simona, Amsterdam, and Real Life
8:55 A Revolutionary Childhood
12:45 Successful Evolutions
18:03 The Wheel of Time
25:00 The Governance Problem
30:30 This is Water
37:00 Replacing Nation States
40:55 Generational Change
48:50 Status and Networks
55:34 Why Simona’s Optimistic
58:44 Working for DAOs
1:02:41 Advice for Noobs
Resources:
Simona on Twitter
Simona’s Linktree
DevConnect
Romanian Revolution
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-the-stagflation-mega-trade
Dan Morehead is the Founder & CEO of Pantera Capital, a blockchain investment firm that’s up nearly 65,900% since inception. Dan has spent decades successfully managing global macro funds throughout countless cycles.
We’ve said it before and we’ll say it again, macro plus crypto is a deadly combination. These two skills are some of the most important when it comes to navigating the remainder of this decade and beyond. Who better to share their expertise than Dan?
In this episode, Dan peels back the layers of how inflation, the bond bubble, and other important crises became so extreme, how they compare to the late 1970s, what you should do to prepare for the craziness to come, and so much more.
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
6:12 What’s Happening with Inflation
12:10 The Reality of Inflation
14:02 Bond Bubble & Money Printing
24:06 The $15T Bond Overcalculation
35:00 Comparing the 1970s & Today
45:00 How to Survive Stagflation
51:55 Position Yourself Wisely
55:40 Crypto’s Macro Response
1:04:35 Why We’re Decoupling
1:12:30 Is the Bear Market Over?
1:18:22 The Last 10 Years & Why Crypto
1:25:10 Institutional Conversations
1:30:50 Easy Button Portfolio
1:34:44 Dan’s 2022 & Beyond Focuses
1:39:30 Closing & Disclaimers
Resources:
Dan on Twitter
https://twitter.com/dan_pantera
Pantera Capital
https://panteracapital.com/
Dan’s Letters from Pantera
https://panteracapital.com/blockchain-letter/
https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto/
https://panteracapital.com/blockchain-letter/the-next-mega-trade/
https://panteracapital.com/blockchain-letter/its-called-the-70s/
Charts
https://panteracapital.com/wp-content/uploads/2022/02/Screen-Shot-2022-02-15-at-5.31.17-PM-1536x862.png
https://imgur.com/ZY4ltqn
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of April, 2022
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
5:50 MARKETS
5:54 BTC Price
6:43 ETH Price
7:05 Ratios, BED, Gas
https://www.indexcoop.com/bed
7:39 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts
8:13 Dollar Strong? DXY
https://imgur.com/nTyNBTR
10:10 Crypto Correction Incoming?
https://cryptohayes.medium.com/the-q-trap-f1a38312f00f
12:55 6 Signs Optimism Token is Coming
https://twitter.com/optimismPBC/status/1516439426330599428
https://twitter.com/optimismPBC/status/1516767142720331777
15:45 Price Page for Optimism?!
https://www.theblockcrypto.com/linked/142651/coinbase-shows-price-page-for-optimism-suggesting-a-token-could-be-on-the-way
18:35 UST: Crypto’s 3rd-Largest Stablecoin
https://decrypt.co/98069/terra-stablecoin-ust-crypto-third-largest
19:19 Share of NFT Market
https://imgur.com/e8paHhK
https://www.sfermionresearch.com/research/a93zqom4t8df05icmjba1y43fpvoi3
23:15 RELEASES
24:00 SNEAK PEAK: Coinbase NFT Marketplace is Here (Beta)
https://blog.coinbase.com/gm-coinbase-nft-is-now-in-beta- 25e6c052aa43
https://nft.coinbase.com/discover
26:30 Powered by 0x
https://www.theblockcrypto.com/post/142684/coinbase-nft-marketplace-beta-launch
https://www.coingecko.com/en/coins/0x
27:50 Ethereum Foundation Report
https://twitter.com/AyaMiyagotchi/status/1515949698779164672
https://ethereum.foundation/report-2022-04.pdf
28:40 80% of Treasury Holdings
https://thedefiant.io/ethereum-foundation-treasury/
30:40 $JPG NFT Index from Index Coop
https://twitter.com/indexcoop/status/1516780112443633667
31:40 Volt Protocol April 22, 2022
https://medium.com/volt-protocol/presenting-volt-f0ea2a38eb2e
34:15 Bankless Spring Calendar
https://twitter.com/BanklessHQ/status/1516890191989936130
35:50 RAISES
The Sandbox $400M - $4B Valuation
https://www.theblockcrypto.com/linked/142466/the-sandbox-gears-up-to-raise-400-million-at-a-4-billion-valuation-report
Framework Ventures $400M Blockchain Gaming Fund
https://www.theblockcrypto.com/linked/142512/framework-ventures-unveils-400-million-fund-with-a-special-focus-on-blockchain-gaming
Indian Crypto Exchange - CoinDCX $135M at $2.15B
https://techcrunch.com/2022/04/18/indian-crypto-exchange-coindcx-tops-2-1-billion-valuation-in-new-135-million-funding/
EPNS $131M Series A
https://twitter.com/epnsproject/status/1514605465530818567
Kevin O’Leary’s WonderFi Acquires Coinberry
https://decrypt.co/98122/kevin-oleary-backed-defi-platform-wonderfi-to-acquire-coinberry-for-38m
37:35 JOBS
https://pallet.xyz/list/bankless/jobs
39:45 NEWS
39:50 MetaMask
39:55 NFTs Getting Stolen Too
https://www.theblockcrypto.com/post/142304/metamask-advises-users-to-disable-automatic-icloud-backups-of-its-wallet-data-to-prevent-hacks
40:00 Do This NOW!
https://twitter.com/MetaMask/status/1515727239391809536
41:30 Beanstalk Exploit
https://www.coingecko.com/en/coins/bean
44:50 North Korea hacked Ronin
https://blockworks.co/fbi-says-north-korea-behind-625m-ronin-hack/
47:00 ETH
MakerDAO ETH L2 StarkNet Integration
https://www.theblockcrypto.com/post/142641/makerdao-starknet-integration-ethereum-layer-2
47:22 NFTs
47:25 Punk 6529’s OM
https://twitter.com/punk6529/status/1514718020849000461
50:15 Warner Music Group Partners with POAP
https://www.prnewswire.com/news-releases/warner-music-group-partners-with-leading-web3-protocol-poap-inc-to-mint-shared-memories-as-nfts-301525635.html
52:05 NFT Influencer Shill List
https://twitter.com/zachxbt/status/1516129830873583617
53:00 DeFi
53:05 Compound Ditch Yield Farmers Proposal?
https://thedefiant.io/compound-incentive-overhaul/
55:55 World
55:56 Crypto funding military defense…
https://twitter.com/FedorovMykhailo/status/1515610384811626497
59:00 TAKES
59:30 Make Your Friends & Family Worry
https://twitter.com/ljin18/status/1516884317200396288
1:01:30 Andre Cronje Culture
https://www.theblockcrypto.com/post/142299/andre-cronje-crypto-culture-has-strangled-crypto-ethos
1:04:00 Welcome to Clown World
https://twitter.com/Tree_of_Alpha/status/1515967463892168705
1:04:30 Mfers New Money Printer
https://twitter.com/sartoshi_nft/status/1516680193842294787
https://twitter.com/TrustlessState/status/1517142456218750982
1:06:30 Spicy L222
https://twitter.com/TrustlessState/status/1516345954768666625
1:06:35 What David’s Excited About
1:14:30 What Ryan’s Excited About
1:22:20 MEME of the Week
https://twitter.com/stusim/status/1514641617369640960
1:23:20 Closing & Disclaimers
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Kevin Rose is pioneering the intersection between the NFT ecosystem and content creation. Kevin founded digg, the news aggregator site that innovated community-curated content in the early days of Web2. With a macro perspective on all things digital, Kevin has thrived as a builder and investor on the cutting edge of the internet.
The recent launch of Moonbirds is shaping up to be the best NFT drop of 2022, with a flood of volume and lofty valuations. In this episode, we dive into why it worked so well, as well as the lessons learned and actionable takeaways. We also score some advice for Bankless as fellow crypto-native content creators!
The premium of Utility NFTs is growing rapidly, and we’re witnessing the growth in real time with innovative projects like Moonbirds that build upon previous successful projects. Aligning communities, creators, tokens, and value is how we onboard 1 billion people into crypto, and pioneers like Kevin are helping us pave the way.
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
7:30 Kevin Rose
11:10 What is Proof?
18:14 Tokens, Creators, Communities
26:15 The Revenue Model
32:35 Diamond Handers & Tokens
39:57 The Moonbirds Launch
46:52 What’s Coming
50:55 Lessons
57:00 How to Launch an NFT
1:03:40 Utility NFTs
1:11:30 Bankless NFT?
1:17:17 On The Horizon
1:19:12 Closing & Disclaimers
Resources:
Kevin on Twitter:
https://twitter.com/kevinrose?s=20
Proof Podcast:
https://www.proof.xyz/
Moonbirds Launch:
https://decrypt.co/98112/kevin-roses-moonbirds-ethereum-nft-launch-generates-280m-in-two-days
Proof Collective:
https://opensea.io/collection/proof-collective
Proof Website:
https://collective.proof.xyz/
Moonbirds:
https://moonbirds.xyz/
Dune Dashboard:
https://dune.com/sealaunch/Proof-Moonbirds
Moonbirds on Opensea:
https://opensea.io/collection/proof-moonbirds
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/114-vitalik-debrief
Vitalik returns to Bankless once again—this time to defend Bitcoin Maximalism of all things. On April Fools Day this year, Vitalik posted an article to his blog titled 'In Defense of Bitcoin Maximalism,' but instead of being a pure troll, the Ethereum Founder approached the piece with truth and crafted a salient & compelling argument.
By steel-manning maximalism, Vitalik lays out a very reasonable case for the merits intolerance and toxicity. Philosophical and contrarian episodes like these help us understand the industry better, encouraging empathy for all sides of the debate.
We explore this in context of Ethereum maximalism as well, and Vitalik offers some sage advice to Bankless. This conversation is far more philosophy-based than tech-based, but as we've seen, Vitalik is as comfortable in this setting as he is discussing the latest EIPs or protocol upgrades.
Also, Vitalik spills the tea on Twitter's new favorite drink—the VB.
📣 THE GRAPH | Graph Day in San Francisco | June 2-5
https://bankless.cc/GraphDay
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido
🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger
Topics Covered:
0:00 Intro
8:30 Green Tea and Twitter Hate
15:47 The April Fools Article
22:35 Crypto Grifters and Security
29:22 Taking Responsibility
37:19 Performative Weirdness
43:33 The Culture Stack
49:14 Value Tradeoffs
53:40 Lessons from BTC Maximalism
57:45 Why Maximalism is Good
1:02:30 Why Maximalism is Ridiculous
1:12:16 The Best of Both Worlds
1:16:10 Bored Weird Vitalik NFTs
1:23:05 Spotlights vs Insults
1:29:30 ETH Maximalism
1:39:41 Advice for Bankless
1:45:15 Composability & Onboarding
1:53:00 The Middle Path
Resources:
Vitalik on Twitter:
https://twitter.com/VitalikButerin
Vitalik's Blog Post:
https://vitalik.ca/general/2022/04/01/maximalist.html
Time Magazine:
https://time.com/6158182/vitalik-buterin-ethereum-profile/
Survive, Thrive Theory of the Political Spectrum: https://slatestarcodex.com/2013/03/04/a-thrivesurvive-theory-of-the-political-spectrum/
Bored Weird Vitalik Club:
https://weirdvitalik.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of April, 2022
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:00 MARKETS
5:05 BTC Price
5:47 ETH Price
6:35 Ratios, BED, Gas
https://www.indexcoop.com/bed
10:55 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts
12:00 ETH Min Gas Price Post-Merge
https://twitter.com/domothy/status/1512817907130114059
16:00 ICHI Token
https://www.theblockcrypto.com/post/141788/ichi-token-price-collapses-by-99-in-latest-defi-debacle
20:42 White House: Extraordinarily Elevated Inflation
https://twitter.com/disclosetv/status/1513574076383645699
https://www.reddit.com/r/Superstonk/comments/u1xynt/the_annual_inflation_rate_in_the_us_accelerated
https://twitter.com/TrustlessState/status/1514569232306118659
26:00 Bloomberg Merge Estimates
https://twitter.com/RyanSAdams/status/1513892957371437074
34:10 RELEASES
34:40 Robinhood Crypto Wallet Transfers
https://www.theblockcrypto.com/post/141008/robinhood-widens-user-access-for-crypto-wallet-transfers-unveils-plan-to-support-lightning-payments-for-bitcoin
36:53 Polygon KPI Liquidity Mining
https://twitter.com/0xPolygon/status/1511373161623089152
38:50 Umbra Now Available on Optimism & Arbitrum
https://www.scopelift.co/blog/umbra-launches-on-optimism-and-polygon
39:35 Uniswap Swap Widget
https://twitter.com/Uniswap/status/1514603576093335553
41:00 AVAX Mempool Opening Up
https://twitter.com/trustlessstate/status/1514013436878983173
44:50 RAISES
44:55 Epic Games $2B to build an Avatar Filled Metaverse
https://twitter.com/FT/status/1513575145805336577
45:45 Uniswap Labs Ventures
https://twitter.com/Uniswap/status/1513564875037061122
50:00 Circle $400M
https://www.prnewswire.com/news-releases/circle-announces-400m-funding-round-301523647.html
50:20 AVAX Labs
https://twitter.com/TheBlock__/status/1514615631877836814
52:45 Ignite (formerly Tendermint) Launches $150M Accelerator
https://www.theblockcrypto.com/post/141302/ignite-formerly-tendermint-launches-150-million-accelerator-for-web-3-projects?ref=coingecko
53:35 Goldman Sachs Invests $88M in Certik
54:13 Nomad $22M
https://blog.nomad.xyz/nomad-raises-22m-seed-round-for-security-first-interoperability-5d6b15c96007?gi=1dbc2b9da21d
54:33 JOBS
https://pallet.xyz/list/bankless/jobs
55:34 NEWS
55:40 Merge Won’t Be in June
https://twitter.com/timbeiko/status/1514010098145759232
57:50 Maple x Maker
https://maplefinance.medium.com/maker-x-maple-a-partnership-to-scale-the-digital-economy-38f6ce0fce1b
58:35 Meta 50% Commission on NFTs
https://twitter.com/banklesshq/status/1514333528292536328
1:00:05 The BAYC Brand/Restaurant
https://twitter.com/BoredNHngry/status/1513599188243652610
1:02:30 Coinbase Interactive 3-Part Film - BAYC the Movie
https://twitter.com/coinbase/status/1513589848048689152
1:03:52 Jack Dorsey NFTs Not Rare?
1:06:23 ETH NFT-Backed Loan Market
https://decrypt.co/97190/ethereum-nft-backed-loan-market-heats-up-as-cryptopunks-owner-borrows-8-3m
1:07:13 Elon
1:07:30 Not Joining Twitter Board?
https://www.theblockcrypto.com/linked/141437/elon-musk-reverses-decision-to-join-twitters-board
https://twitter.com/elonmusk/status/1514564966564651008
1:09:38 Axie Infinity
1:09:45 Hacker Launders 7.5% of Stolen ETH
https://twitter.com/watcherguru/status/1512819830927376384
1:15:36 $NEAR Launches April 20th
https://twitter.com/Route2FI/status/1512166993671168003
1:15:48 REGULATION
1:15: 50 USDC Stablecoin Issuer Hires Execus to Oversee Regulation
1:16:11 Celsius No More Deposits
1:17:00 Uniswap Labs Being Sued
1:23:11 TAKES
1:23:46 U.S. Taxes
https://twitter.com/DanPriceSeattle/status/1513552893688827907
1:24:22 Local or Global DeFi Winners
https://twitter.com/RyanSAdams/status/1513865713739608076
https://twitter.com/hildobby_/status/1513874645371559936
1:27:20 Who Could’ve Foreseen This?
https://twitter.com/ercwl/status/1513681327354171403
1:29:30 This is Why We Fight
https://twitter.com/TrustlessState/status/1514356560516030464
1:36:52 What David’s Excited About
1:39:00 What Ryan’s Excited About
1:41:35 MEME of the Week
https://twitter.com/Pollo2x/status/1514335011461218307
https://twitter.com/TheRugNews/status/1514615385806426117
1:42:55 Closing & Disclaimers
1:43:08 Moment of Zen
https://twitter.com/songadaymann/status/1512141935959494656
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
What is TreasureDAO? Ever heard of that small gaming company, Nintendo? They're trying to build the decentralized version of it. How? David brings on two of their co-founders to discuss that and so much more. Bullish? Bearish?
Let us know your thoughts in the comments below or on Twitter @trustlessstate
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Timestamps:
0:00 Intro
6:30 Backgrounds
11:05 Why Anon?
12:25 What is Treasure its History
17:40 Why $MAGIC Won
22:00 The Bull Case for Treasure
26:40 The Nintendo of the Metaverse
31:45 Bridgeworld
39:40 Harvesting $MAGIC
52:30 Smolverse
1:02:10 Treasure Community Video
1:07:05 How TreasureDAO is Structured
1:14:05 Treasure's NFT Marketplace
1:19:38 Treasure's L1 Blockchain
1:28:10 David's Summary
Resources:
TreasureDAO
https://twitter.com/Treasure_DAO
Bridgeworld
https://bridgeworld.treasure.lol/
Smolverse
https://www.smolverse.lol/
John Patten
https://twitter.com/jpatten__
Gaarp
https://twitter.com/_gaarping
Pta
https://twitter.com/pugmassacre
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Sam Kazemian is the founder of Frax, the fractional-algorithmic stablecoin protocol. After co-founding the decentralized Wikipedia startup Everipedia, Sam set out to pioneer the algorithmic stablecoin space. The FRAX stablecoin now has a market cap of over $2.6 billion, and the protocol’s FXS governance token is up 300% in the last year.
In this episode, we explore the Stablecoin Wars, in which different protocols compete for liquidity and composability in DeFi. Sam brings a 1st-person perspective into the developments surrounding UST and the recently launched 4pool on Curve, which consists of stablecoins UST, FRAX, USDT, and USDC.
A highlight of this conversation is Sam’s parable of an archetypal central bank, in which he cruises through a number of salient takes on money markets and macroeconomics. There is a lot to learn about this Cambrian explosion of financial technology, and Sam is a great teacher. Stick around to find out why walked away from this conversation bullish on Frax.
📣 M·A·C: NFT | Keith Haring Collection for a Good Cause
https://bankless.cc/MAC
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
3:30 Sam from Frax
7:50 The Stablecoin Narrative
13:45 The Central Bank Parable
24:45 Backing an Exchange Rate
28:10 Frax Analytics | What is Frax?
37:34 Frax Analytics | The Peg
42:30 Frax Analytics | Comparing
45:03 RSA Gets Frax-Pilled
49:42 MIM vs UST
53:16 The LUNA Token
56:41 Frax Roadmap | FPI
1:04:36 The 4pool
1:14:00 The Stablecoin Wars
1:18:35 What Happens Next?
1:23:20 Closing & Disclaimers
Resources:
Sam on Twitter
https://twitter.com/samkazemian
Frax Finance
https://app.frax.finance/
Decentralized Finance and the Debt Cycles
https://academy.blue-swan.io/blog/decentralized-finance-and-the-debt-cycles
Market Share Chart
https://www.theblockcrypto.com/data/decentralized-finance/stablecoins/total-crypto-backed-and-algorithmic-stablecoin-supply
Do Kwon’s 4pool Tweet
https://twitter.com/stablekwon/status/1510021707377287170
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Tracheopteryx is the founder of Coordinape, the intersubjective coordination tool. Coordinape allows DAO contributors to collectively reward each other as an alternate—and more elegant—means of compensating work & value.
Trach has been on a podcast circuit lately, cruising through big cerebral topics orbiting DAO coordination and biomimicry.—addressing technology and civilization from a biological perspective is underrated.
How do we shift from a ‘command & control’ approach to ‘sense & respond’? How can we take lessons from nature and plug them into novel systems powered by technology?
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
4:30 Tracheopteryx & Biology
10:25 Sense & Respond
16:04 Organizational Empathy
21:25 The Digital Shift
27:43 The 100 Year Plan
33:17 Trach’s ETH Denver Talk
40:15 DAO Coordination
46:00 Are We Ready for This?
54:38 Guide for DAOers
1:01:58 DAO Tooling
1:07:51 Crypto Culture
1:16:20 Create Your Reality
1:22:35 Legacy and Art
1:28:20 A Quest for Freedom
Resources:
Tracheopteryx on Twitter:
https://twitter.com/tracheopteryx?s=20&t=0h3kPUe5VlnDmfCi1bpAfg
Trach's ETHDenver Talk:
https://youtu.be/anDAtWrhDnE
Yearn Finance:
https://twitter.com/iearnfinance?s=20&t=0h3kPUe5VlnDmfCi1bpAfg
Coordinape:
https://twitter.com/coordinape?s=20&t=0h3kPUe5VlnDmfCi1bpAfg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Olaf Carlson-Wee is the Founder and CEO of Polychain Capital, a crypto investment firm that he founded in 2016. Olaf is a brilliant independent thinker which has led him to be the first in many things, one being the first employee of Coinbase.
In this episode, we dive into how he utilizes and became a contrarian thinking, which blockchain he believes has the potential highest likelihood to accrue the most value, the future of work and decentralized governance, and so much more.
Because of Olaf’s OG crypto tier status, he’s seen the evolution of the space from the very beginning. His experience—combined with the way he uniquely thinks—makes his vision for the future not only inspiring but promising.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/113-olaf-debrief
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
6:27 Has Crypto Played Out the Way Olaf Thought
10:15 Why Olaf Caught the Crypto Bug
17:35 Olaf’s Interest in Smart Contracts & Ethereum
23:50 Views on Vitalik
25:40 Independent Thinking
30:27 Why is Olaf is Here
32:40 The Common Traps of Crypto
34:12 The Wins Olaf’s Most Proud of
41:18 Which Chain Comes Out on Top
55:11 The Blockchain Spectrum
58:52 Forecasting Value Accrual
1:01:27 Olaf’s Thoughts on Ethereum & Decentralization
1:12:30 The Future of Work & Scaling DAOs
1:18:01 Crypto vs. The Nation State
1:21:50 Lightning Round
1:23:55 What’s Currently Obvious to Olaf
1:26:19 Closing & Disclaimers
Resources:
Olaf Carson-Wee
https://twitter.com/zxocw
Polychain Capital
https://twitter.com/polychain
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of April, 2022
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
TreasureDAO Episode:
https://twitter.com/BanklessHQ/status/1511872552506822659?s=20&t=WbJQ5zuUE9BXd99qzPdN5A
Alpha Report:
https://newsletter.banklesshq.com/publish/post/51732127
7:00 MARKETS
7:30 BTC Price
7:58 ETH Price
8:42 Ratios, BED, Gas
https://www.indexcoop.com/bed
9:54 Fed Balance Sheet
https://www.cnbc.com/2022/04/06/fed-minutes-march-2022-meetings-.html
14:24 Rotating into ETH
https://twitter.com/cryptogucci/status/1512085818524897281?s=21&t=qPqhKu1eKrKDS-yUtxgyKw
17:00 RELEASES
17:30 Arbitrum Nitro
https://offchain.medium.com/its-nitro-time-86944693bf29
21:19 Instadapp Lite
https://twitter.com/Instadapp/status/1509258038875725824?s=20&t=sei-8RiGFbL_d_xsCVskEg
21:50 Layer Zero Labs
https://twitter.com/layerzerointern/status/1511082947108954116?s=20&t=CM5BnGZnZinaXdsKpF9eaA
Omnichain NFTs:
https://metaversal.banklesshq.com/p/omnichain-nfts
23:50 icETH
https://twitter.com/indexcoop/status/1511418458503880705?s=21&t=9Ibd7vOXsldggFiCgKrWPA
26:15 Tracer Trading Competition
https://twitter.com/TracerDAO/status/1511382761831284746?s=20&t=e5tACKpmjMSqzmNX3bTTiQ
RAISES
27:05 LFG Buys BTC & AVAX
https://www.theblockcrypto.com/post/140827/luna-foundation-guard-buys-a-further-231-million-of-bitcoin
34:34 Wormhole Valuation
https://www.theblockcrypto.com/post/140100/crypto-bridge-wormhole-seeks-2-5-billion-price-tag-in-private-token-sale
36:27 Fractal Seed Round
https://www.theblockcrypto.com/linked/140296/twitch-co-founders-nft-startup-nets-35-million-in-seed-funding
37:20 Chorus Ventures
https://twitter.com/ChorusOne/status/1511006353456005126?s=20&t=aJBiCBRHq9BMxPU07kxSwg
37:38 Boba Network
https://blockworks.co/boba-network-valuation-hits-1-5b-after-45m-series-a-round/
39:38 Lightning Labs
https://www.coindesk.com/business/2022/04/05/lightning-labs-raises-70m-to-bring-stablecoins-to-bitcoin/
40:28 Coin Metrics
https://www.theblockcrypto.com/linked/140860/coin-metrics-35-million-funding-data
40:59 Binance US
https://techcrunch.com/2022/04/06/binance-us-raises-over-200m-in-first-seed-round-hitting-a-4-5b-valuation-as-it-preps-for-ipo/
41:40 Near
https://thedefiant.io/near-fundraising-round/
44:25 JOBS
https://pallet.xyz/list/bankless/jobs
45:00 NEWS
45:52 Axie Bailout
https://twitter.com/axieinfinity/status/1511646772531138565?s=21&t=i-6O9wyJTjRumXDMWl1ZLg
47:12 Bakkt
https://www.theblockcrypto.com/linked/140813/bakkt-inks-deal-to-offer-bitcoin-ether-buys-and-sells-to-american-bank-customers
48:45 Tesla MakerDAO
https://thedefiant.io/tesla-makerdao-loan/
51:38 4pool
https://www.coindesk.com/markets/2022/04/04/frax-finances-fxs-jumps-as-terra-introduces-stablecoin-pool-4pool/
56:22 Pudgy Penguins
https://thedefiant.io/pudgy-penguins-fly/
1:04:43 Mutant NFTinja Turtles
https://twitter.com/CryptoGucci/status/1509631632927440911?s=20&t=2yPy2m03AGcGDCO3gyD9VQ
56:47 LooksRare Chat
https://twitter.com/LooksRareNFT/status/1508791295669538818?s=20&t=g_1ImqCgPZUg8QXwJ2XQqA
57:46 VaynerSports Mint
https://twitter.com/cr0sseth/status/1511446814196572161?s=21&t=JCGkcbf7xNbkP2h0A1VWsQ
1:00:09 MicroStrategy Buys BTC
https://twitter.com/DeItaone/status/1511313999845109763
1:01:26 Miami BTC Bull
https://twitter.com/brucefenton/status/1511688954327834627?s=20&t=n57Ue34Dbj153gJ5tvrQBA
1:02:19 Bullish UK
https://twitter.com/Financialjuice1/status/1510979717024915464
1:03:28 Elon Twitter
https://twitter.com/elonmusk/status/1507259709224632344?s=20&t=xLN8KCT2C7i52urFtBBC1Q
1:06:20 Virgil Griffith
https://www.scribd.com/document/566231519/192-S-D-N-Y-1-20-cr-00015-PKC-192-0
1:10:45 TAKES
1:11:15 Leading Bull Markets
https://twitter.com/NTmoney/status/1510750296766443526?t=PF_lZfIpY9q8vIHMBmAaYQ&s=19
1:13:18 Decade Wealth
https://twitter.com/RyanSAdams/status/1511335785848614923?s=20&t=pu2Lo4bvB6ZEuOjXE0XAjA
1:15:56 Bitcoin Brainwashing
https://twitter.com/hasufl/status/1511470668457652224?s=21&t=cyiYBuCMpp87UBQirFDeng
1:21:05 Narratives
https://twitter.com/pythianism/status/1511040872376242176
1:21:58 Mobile vs Desktop
https://twitter.com/divine_economy/status/1511752759363702795?s=20&t=pvNrwrJabwSxq3uHB7IboQ
1:23:03 Developer Value
https://twitter.com/lennysan/status/1511019486643515400?s=20&t=5_FU3CY3NmFjP51gaWv2PA
1:23:53 What David’s Excited About
1:26:40 What Ryan’s Excited About
1:28:31 MEME of the Week
https://twitter.com/cmsintern/status/1511658314815397890?t=OyXe0lKV8auz150kYpO9eg&s=19
1:31:40 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Terra is exploding. Do Kwon and the Terra ecosystem are turning Bitcoin into their collateral asset of choice to backstop LUNA and the UST stablecoin. Over the last several weeks, the Luna Foundation Guard (LFG) have bought over 30,000 BTC... and they don't plan to stop there.
As the LFG climbs the ranks of bitcoin holders, Do Kwon has started playing empire games—claiming victory over the Curve Wars with the 4pool (which contains UST, Frax, USDC, and USDT), calling for the end of DAI, and attempting to build out the Terra ecosystem as the ultimate power in the universe.
Is Terra (UST) the future of crypto money? Or is it a ticking time bomb waiting to explode? Perhaps the truth is somewhere in the middle, so we're going to debate it. From the bull side is Delphi Digital's José Maria Macedo, and representing the skeptics is Selini Capital's Jordi Alexander.
CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
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BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Timestamps:
0:00 Intro
7:30 LUNA/UST Fundamental Properties
15:15 The Balance Between LUNA/ETH
20:00 Why Bullish/Bearish?
25:28 Why is UST a Successful Stable?
30:19 Are Algo-Stablecoins Unstable?
42:25 Anchor's Utility
48:02 Do Kwon $10B Purchase of LUNA
52:02 Is UST Becoming a Bank?
57:00 Risks of De-pegging
1:06:30 Has LUNA/UST Been Tested?
1:15:00 Do Kwon & Decentralization
1:27:50 Do Kwon's 4pool
1:39:05 Potential Nightmare Scenarios
1:48:04 Closing Arguments
Resources:
Jordi Alexander CIO of Selini Capital
https://twitter.com/gametheorizing
Jose Macedo Founding Partner, Delphi Digital
https://twitter.com/zemariamacedo
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Element Finance is an open-source protocol for fixed and variable yield markets.
Yield markets you say? Like the incoming Trillion-dollar ETH Staking yield market?
Come learn about how Element is putting a financial layer on top of Ethereum staking, and the other cool new inventions that the Element team has for the DAO space.
CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Guests:
Will Villanueva
- CEO of Element, previous worked at Consensys doing research on Ethereum Sharding
Jonny Rhea
- CTO of Element, previously worked at Consensys working on an Ethereum client.
Topics Covered:
0:00 Intro
8:30 What is Element?
13:37 The ELFI Airdrop
19:05 The zk Claim Process
25:48 Non-Transferable
29:20 NFTs & DAO Governance
35:57 Council Governance
41:14 Voting Vaults
49:58 Maximally Expressive Governance
53:55 ETH Staking Yield
1:01:06 Protocol Security
1:07:50 Bullish PoS Merge
1:15:10 What's Next for Element?
1:18:22 Closing & Disclaimers
Resources:
DAO Launch Announcement:
https://mirror.xyz/0x3fcAf7DDf64E6e109B1e2A5CC17875D4a5993F39/bctuLRkf7oBL4mMJ9lPf0y0blFjBDslTUfUL0CEk1gc
Guide to Element:
https://newsletter.banklesshq.com/p/a-guide-to-fixed-income-on-element?s=w
Yield Token Compounding:
https://ytc.component.fi/ytc?base_token=0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48
Previous Bankless show with Element
https://www.youtube.com/watch?v=iF5O1rPbsm4
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Meltem Demirors is the Chief Strategy Officer of CoinShares, a digital asset investment firm that manages $4B. Meltem is also known as the vibes sorceress, curator of vibes, and the queen of crypto. She’s been in the space for more than eight years and has seen the ebbs and flows of not only the markets, but the people that make up the space.
As a whole, the people that make up the space are part of the entire crypto cult. Whether you’re team Bitcoin or Ethereum, or whichever other coins, protocols, DAOs, people, etc. you support—you’re part of the cult. We don’t mean the negative connotation of the word cult, anon. Relax. Cults are everywhere.
Over the years, the online magic of crypto has bled into the IRL side of the space. How will this trend impact the future of the space? Why are cults everywhere? What advice does Meltem have for new crypto participants? Answers to these questions and so much more in the episode.
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:02 Meltdem’s Trajectory into Crypto
13:08 When Crypto Became Real
20:17 The Power of Removing Your Ego
27:50 Why Meltdem was Wrong About Ethereum
34:24 Cults Are Everywhere
46:00 Cults vs. Communities
48:00 Meaning & Social Crypto Culture
52:00 Inter-generational product-market fit
54:50 Developing Your Own Perspective
1:05:53 How Social Crypto Has Changed
1:20:15 Meltem’s Advice For People New to the Space
1:22:44 What Meltem’s Optimistic About
Resources:
Meltem Demirors
https://twitter.com/Melt_Dem
CoinShares
https://coinshares.com/
Simulacra and Simulation by Jean Baudrillard
https://www.goodreads.com/book/show/22613.Simulacra_and_Simulation
The Denial of Death by Ernest Becker
https://www.goodreads.com/book/show/2761.The_Denial_of_Death
Finite and Infinite Games Book by James Carse
https://www.goodreads.com/book/show/189989.Finite_and_Infinite_Games
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Packy McCormick is the writer of Not Boring, an investor at Not Boring Capital, and an advisor to the a16z Web3 Fund. Packy has a sharp intuition for general trends, and he puts in the work to understand and thoughtfully communicate his findings outward. Writing and creating content is a great way to learn and share knowledge—we would know.
In this episode, we explore five of Packy’s most salient articles orbiting around the crypto space. Unraveling the secret recipe for crypto (and life), managing the delicate balance between money and fun is the key to winning these games. Making money on the internet with friends is the new normal.
As a talented writer and a great thinker, Packy is a born-again crypto enthusiast as of 2021. He is able to synthesize this chaotic space with fresh eyes, bringing prior knowledge to guide his understanding.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/112-packy-debrief
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Topics Covered:
0:00 Intro
5:30 Packy McCormick’s Journey
9:55 Born-Again Crypto Enthusiast
12:48 Own The Internet
21:00 Solana Summer
29:32 Monolithic vs Modular
35:44 The SOL Value Prop
42:08 Winner Take All?
47:30 Real vs Fake Culture
55:00 Status Monkeys
1:02:10 NFTs as Status
1:06:23 The Pareto Funtier
1:14:05 A Sense of Meaning
1:19:43 The Web3 Debate
1:29:45 Predicting This Decade
1:35:02 Closing & Disclaimers
Resources:
Packy McCormick
https://twitter.com/packyM?s=20&t=zppneMsLXcmxhoe3-5z7OA
Not Boring
https://www.notboring.co/
Ethereum - Own the Internet
https://www.notboring.co/p/own-the-internet?s=r
Solana Summer
https://www.notboring.co/p/solana-summer?s=r
Status Monkeys (NFTs)
https://www.notboring.co/p/status-monkeys
The Pareto Funtier
https://www.notboring.co/p/the-pareto-funtier?s=r
The Web3 Debate
https://www.notboring.co/p/the-web3-debate?s=r
Player Piano
https://www.amazon.com/dp/0385333781?psc=1∣=ATVPDKIKX0DER&ref_=chk_typ_imgToDp
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
MakerDAO is one of the most underappreciated DAOs in DeFi. At least, that's what David thinks. We're bringing on three DAO members to discuss the most bullish elements about MakerDAO. Hear how their recent deal with Tesla (yes, the real-world electric car manufacturer) happened, what it means for their future, how the $MKR tokenomics work, and so much more!
📣 MAC NFT DROP
https://bankless.cc/MAC
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Timestamps:
0:00 Intro
7:30 What is MakerDao
14:30 $MKR Price Action Curse?
19:10 Maker’s Meta Goals
21:36 Increasing the $DAI Supply
33:53 Increasing the $DAI Demand
45:23 The Future of Maker’s Collateral
51:45 Tesla Taps MakerDAO
1:01:34 Legal Structural Components
1:06:00 Bridging Real World Assets
1:12:05 L222
1:18:39 $MKR Tokenomics
1:31:11 Why Bullish MakerDAO
Resources:
MakerDAO:
https://twitter.com/MakerDAO
Sam MacPherson:
https://mobile.twitter.com/hexonaut
Niklas Kunkel:
https://twitter.com/nomos_paradox
monetsupply.eth
https://twitter.com/MonetSupply
Maker Burner
www.makerburn.com
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last Week of March 2022
📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause
https://bankless.cc/MAC
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA
👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave
⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
Timestamps:
PERMISSIONLESS TICKETS
https://blockworks.co/events/permissionless/
0:00 Intro
6:25 MARKETS
6:28 BTC Price
7:31 ETH Price
8:14 ETH/BTC Ratio
8:30 TA Candy
https://newsletter.banklesshq.com/p/is-the-bear-market-over-lite
11:04 $BED
https://app.indexcoop.com/bed
11:30 Gas Markets
https://dune.xyz/hildobby/Gas
12:55 Top DeFi Lending Protocol
https://thedefiant.io/anchor-passes-aave-tvl/
https://defillama.com/
17:35 DPI is 1st DeFi Index on CEX
https://twitter.com/Gemini/status/1508784238488961028
19:40 Half of Germans to Invest in Crypto https://cointelegraph.com/news/almost-half-of-germans-to-invest-in-crypto-report
20:55 100 People vs. 9.75M Users = $40K
https://twitter.com/RAC/status/1507189330694967296
23:15 20k Private ETH
https://twitter.com/aztecnetwork/status/1508368318138236933
28:50 RELEASES
29:18 Wells Fargo Arena, Now Bankless Arena
https://newsletter.banklesshq.com/p/breaking-wells-fargo-arena-now-bankless?s=w
31:30 Apple Pay in Metamask
https://beincrypto.com/iphone-users-score-apple-pay-integration-with-popular-crypto-wallet-metamask/
32:35 OpenSea Adds Solana NFTs
https://twitter.com/opensea/status/1508851483449585670
33:40 Polygon Zk Web3 Identity Services
https://www.theblockcrypto.com/post/139735/polygon-unveils-identity-service-leveraging-zero-knowledge-proofs
36:00 BNB Chain to Launch Sidechains
https://www.theblockcrypto.com/post/139409/bnb-chain-to-launch-application-specific-sidechains-to-reduce-network-strain
37:37 Opera Beating Brave?
https://blogs.opera.com/crypto/2022/03/opera-web3-polygon-solana-starkex-bitcoin-ixo-ronin-nervos-celo/
39:05 DeFi Saver
https://twitter.com/DeFiSaver/status/150883134852551885
39:37 RAISES
39:50 Sequoia, FTX, A16z $135M LayerZero Investment
https://www.coindesk.com/business/2022/03/30/a16z-ftx-and-sequoia-lead-155m-round-for-layerzero-at-1b-valuation/
41:21 Avalanche Another $100M Fund
https://www.theblockcrypto.com/post/139265/avalanche-launches-100-million-creator-fund-with-grimes-and-web3-platform-op3n
45:30 $5M Seed for ZkLend
https://www.coindesk.com/business/2022/03/29/delphi-digital-leads-5m-seed-round-for-money-market-protocol-zklend/
46:25 nfty chat
https://twitter.com/nftychat/status/1508517166425034764
https://nftychat.xyz/
https://metalink.com/login
47:37 JOBS
https://pallet.xyz/list/bankless/jobs
Bankless Talent Collective
https://bankless.pallet.com/talent/welcome
Great Testimonial
https://twitter.com/BanklessHQ/status/1508888147576373249
49:30 NEWS
49:45 Biggest Hack in Crypto History? $600M…
49:55 What Happened?
https://twitter.com/Ronin_Network/status/1508828722085867521
50:10 William Peaster Breaks it Down
https://metaversal.banklesshq.com/p/analyzing-the-ronin-bridge-hack
https://twitter.com/kelvinfichter/status/1508839255996522508
52:30 FTX Deposit
https://twitter.com/FrankResearcher/status/1508832517826174989
54:15 SBF Tweet
https://twitter.com/SBF_FTX/status/1508839529293176847
56:15 Reimbursement
https://beincrypto.com/players-to-be-reimbursed-promise-axie-infinity-team-after-breach/?ref=coingecko
57:30 Can’t Do This Hack on Polygon
https://twitter.com/Mudit__Gupta/status/1508882791525724163
1:02:55 ETH
1:03:15 5 Things to Know About the Merge
https://twitter.com/trent_vanepps/status/1508478499325202435
1:09:50 Bloomberg Intelligence PDFs
1:11:23 Ethereum Report - Institutions
https://twitter.com/RyanSAdams/status/1508448302576148480
1:13:40 Misconceptions about PoS
https://newsletter.banklesshq.com/p/4-misconceptions-about-pos-vs-pow?s=w
Vitalik on the Road not Taken
https://twitter.com/VitalikButerin/status/1508915954570436612
1:18:26 NFTs
1:18:30 Tiffany & Co Buys NFT
https://twitter.com/TiffanyAndCo/status/1508149472198549505
1:19:32 Budweiser beer.eth Cans
https://twitter.com/budweiserusa/status/1507507766759411712
1:20:35 BITCOIN
1:20:40 MacroStrategy $205M Loan
https://www.theblockcrypto.com/linked/139719/macrostrategy-silvergate-loan-more-bitcoin
1:21:22 Change the Code
https://www.cleanupbitcoin.com/
https://www.greenpeace.org/usa/news/change-the-code-not-the-climate-greenpeace-usa-ewg-others-launch-campaign-to-push-bitcoin-to-reduce-climate-pollution/
1:25:10 Counter
https://twitter.com/MessariCrypto/status/1500492844758351875
1:26:25 REGULATION / TRADFI / MISC.
1:26:40 Canadian Regulators Crack Down
https://twitter.com/ryansadams/status/1507425569310392322
1:27:56 Canada’s Next Leader?
https://twitter.com/PierrePoilievre/status/1508535716795531273
1:28:55 EU Unhosted wallets
https://twitter.com/paddi_hansen/status/1509536318585454597
1:30:35 Write the SEC
https://twitter.com/DanSpuller/status/1509178997858521090
1:32:12 MakerDAO Hooking Up With Traditional Bank
https://thedefiant.io/makerdao-bank-deal-dai-loans/
1:35:20 Maker Panel
https://youtu.be/woW1nAWFTEI
1:38:10 TAKES
1:38:30 Epicenter of Digitization
https://twitter.com/mikemcglone11/status/1509163605354291205
1:39:30 What Are You in Crypto For?
https://www.reddit.com/r/CryptoCurrency/comments/tokbqf/yes_i_am_in_it_for_the_money_and_i_dont_care_what/
1:45:15: How Many Jobs You Got?
https://twitter.com/nftnoobbby/status/1509043140325425157
1:45:45 Democratizing Force
https://twitter.com/RoninImperial/status/1509293153349734402
1:45:50 The Point of Crypto is to _______
https://twitter.com/RyanSAdams/status/1509217719555702786
1:46:50 MEME of the Week
https://newsletter.banklesshq.com/p/is-the-bear-market-over-lite?s=w
https://twitter.com/sartoshi_nft/status/1508288792796581892
1:48:15 Disclaimers
Moment of Zen
https://twitter.com/kmoney_69/status/1508915008704421890
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Coming off the heels of Aave's huge v3 release a couple weeks ago, we wanted to bring on Founder and CEO, Stani Kulechov to unpack it for us. Stani is also the Founder of Lens Protocol, a permissionless, composable, & decentralized social graph that might just be the future of Web3 social platforms. How are Aave and Lens Protocol bringing this inevitable future to reality sooner than expected? What is the current state of the DeFi landscape? Buckle up because Stani will unpack these questions and so much more.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
7:00 What's New With Stani
10:15 DeFi in 2021
14:13 Aave Portals
23:00 Maintaining Market Share
27:25 Forecasting the Future of Chains
32:57 Bridging & Security
37:38 Efficiency Mode
40:23 Isolation Mode
44:20 Stani's Thoughts on Rari
48:18 Future Aave Versions
54:30 Stani's PFP
57:15 Lens Protocol & Web3 Social
1:10:00 Lens Protocol All-Star Team & Roadmap
1:14:09 Rapid Fire Questions
Resources:
Stani Kulechov:
https://twitter.com/StaniKulechov
Aave:
https://aave.com/
Lens Protocol:
https://lens.dev/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
⬆️ Join The Bankless Nation to listen to the Ad-Free version of this episode 🚀 ------
Metadreamer is the founder of Metafactory, the “digiphysical culture factory for the metaverse." He is a software engineer and designer in the DAO space, and has contributed to MetaGame, SourceCred, Coordinape, and Metacartel Ventures.
Dreamer is a DAO-er, touching many different parts of the Ethereum ecosystem. Every conversation we have with him is cerebral, as he is a cosmically deep thinker. He embodies core values of crypto such as optimizing for collaboration over competition, an abundance mentality, and a ‘Yes And’ approach to coordination.
The code we write can impact society for the better, and throughout this conversation, we explore the purpose of the crypto movement—with this new technology, we can change culture. Metadreamer’s is a revolution to build a better society.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 Metadreamer
5:27 Lowest Hanging Schelling Point
8:32 Seeking Purpose
12:05 Value vs Money
16:44 Expressing Value On-Chain
22:57 Attestations & Irrigation
29:07 Retroactive Public Goods Funding
35:44 Data & Value
41:10 Verifiable Credentials & Nature
45:05 Fear of Death
51:30 The Meta Goal
57:30 Rebirth & Terence McKenna
1:04:15 Allowing for Emergence
1:09:28 The Purpose & Psychadelics
1:14:16 Advice for Noobs
1:19:00 A ‘Yes And’ Mentality
1:21:00 An Optimistic Closing
Resources:
MetaDreamer on Twitter
https://twitter.com/META_DREAMER?s=20&t=7d9hnQI1a-meDKaia1fiSg
MetaFactory
https://twitter.com/TheMetaFactory?s=20&t=F1T6UwK1wM_FE1AX6vsRWA
MetaGame
https://twitter.com/MetaFam?s=20&t=7d9hnQI1a-meDKaia1fiSg
SourceCred
https://twitter.com/sourcecred?s=20&t=7d9hnQI1a-meDKaia1fiSg
Coordinape
https://twitter.com/coordinape?s=20&t=7d9hnQI1a-meDKaia1fiSg
MetaCartel Ventures
https://twitter.com/VENTURE_DAO?s=20&t=7d9hnQI1a-meDKaia1fiSg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Lyn Alden is the Founder of Lyn Alden Investment Strategy and an expert in macro markets who’s also a strong Bitcoin, proof-of-work proponent. Her friendly counterpart, Justin Drake is a researcher at the Ethereum Foundation and is pro proof-of-stake. Both are recurring guests on Bankless!
The two experts debate which is better: proof-of-work or proof-of-stake for creating a global-crypto money system? Other topics include: economic security, deterrence and recoverability in the face of the dreaded 51% attack, minimization of governance power, economic fairness, commodity vs. equity money, and so much more!
Which is your preference, proof-of-work or proof-of-stake? Warning: after this debate, your preference may change.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-the-pow-vs-pos-debate-lyn
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:15 Backgrounds
8:12 The Better Monetary Premium
11:00 Equity, PoS, Commodity, PoW?
23:30 Hypothetical PoS Bitcoin
30:25 Lyn’s Rebuttal to Multiple Justin Claims
36:05 Justin’s Rebuttal to Multiple Lyn Claims
44:50 Inherently Fair or Unfair?
53:27 Different Kinds of Risk
57:30 Client Diversity
1:03:00 Lyn’s Macro Perspective
1:13:00 Justin’s Technical Perspective
1:17:42 Governance & Memes
1:29:55 The Rich Get Richer?
1:32:35 Closing Arguments
Resources:
Lyn’s Proof of Stake Article
https://www.lynalden.com/proof-of-stake/
Economic Security & Efficiency
https://docs.google.com/spreadsheets/d/1KdzhgbTqhRd0LndK4R8c50OK-s6W568Ydd1aytokwbs/edit#gid=0
Lyn’s Twitter
https://twitter.com/LynAldenContact
Justin’s Twitter
https://twitter.com/drakefjustin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Shibuya is not your typical Hollywood production studio. The storytelling side of things is built entirely using web3. And the inspiring team behind it is none other than wildly successful NFT artist pplpleasr, renowned concept designer/artist Maciej Kuciara, and experienced developer Jacky Wang.
Decentralized storytelling is a web3 creative model for crowdfunding production via NFTs/tokens. Choose-your-own-adventure storytelling, dynamic credits, character development all done using the power of web3. Hear more of Shibuya’s other grandiose ideas and so much more in the episode!
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 What is Shibuya
9:50 Shibuya’s Product Market Fit
15:05 Balancing Community Power Dynamics
18:02 Shibuya’s Experiments
25:15 Web3 Talent Coordination
28:30 Story Format
31:05 Community Decisions
33:05 Voting Fatigue & Power
36:02 Dev Challenges & Tokenomics
39:39 IP
43:41 Shibuya’s Spectrum of Engagement
46:48 Shibuya’s Grandiose Ideas
53:11 Key Ingredients to Success
Resources:
Shibuya’s Website:
https://www.shibuya.xyz/
Shibuya’s Twitter:
https://twitter.com/shibuyaxyz
pplpleasr:
https://twitter.com/pplpleasr1
Maciej Kuciara:
https://www.instagram.com/maciejkuciara/
Jacky:
https://www.instagram.com/jackywangadventures
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of March 2022
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
6:30 MARKETS
7:15 BTC Price
7:30 ETH Price
11:40 ETH/BTC Ratio
13:00 $BED
https://www.indexcoop.com/bed
13:25 Record 2022 ETH Outflows
https://twitter.com/intotheblock/status/1504838298858045459
16:35 Do Kwon BTC Reserves
https://www.theblockcrypto.com/post/138892/do-kwon-reveals-plan-to-increase-usts-bitcoin-reserve-to-3-billion
20:00 $6B in ETH Burned
https://decrypt.co/95574/nearly-6-billion-eth-burned-ethereum-2-0-edges-closer
20:30 7-Month Low
https://thedefiant.io/ether-burn-rate-deflationary-the-merge/
https://ultrasound.money/
21:45 Maple Finance Originates $1B of Loans
https://blockworks.co/maple-finance-originates-1b-of-loans-in-10-months/
25:20 RELEASES
25:55 GameStop NFT Marketplace
26:05 Loopring’s LRC
https://t.co/LMKyctfl2I
https://twitter.com/loopringorg/status/1506548697689063429
https://beta.nft.gamestop.com/
https://www.coingecko.com/en/coins/loopring
29:05 Timeswap x Polygon
https://twitter.com/TimeswapLabs/status/1505944790374006792
31:40 Robinhood Debit Card Crypto Rewards
https://decrypt.co/95662/robinhood-new-debit-card-offer-crypto-rewards
33:20 RAISES
33:30 BAYC & a16z $450M
https://www.theverge.com/2022/3/22/22991272/yuga-labs-seed-funding-a16z-bored-ape-yacht-club-bayc-metaverse-other-side
35:40 Yuga Slide Deck
https://www.dropbox.com/s/k36t0v1b5ps0b9s/Yuga_deck_2.pdf?dl=0
38:10 A16z new PFP
https://twitter.com/a16z/status/1506361154033045507
38:40 FTX, Animoca Bank $500M
https://decrypt.co/95478/ftx-animoca-c2x-crypto-gaming-terra
39:40 FTX, Dave $100M
https://www.coindesk.com/business/2022/03/21/ftx-invests-100m-in-banking-app-dave-forms-partnership-for-crypto-payments/
https://dave.com/
40:50 Worldcoin to Raise $100M
https://www.coindesk.com/business/2022/03/22/worldcoin-to-raise-100m-at-3b-token-valuation-report/
45:00 Katie Haun $1.5B Crypto Fund
https://decrypt.co/95715/andreessen-horowitz-vet-katie-haun-raises-billion-web3-fund
45:25 Frmr Polychain Capital Partner $125M Crypto Fund
https://decrypt.co/95621/former-polychain-capital-partner-launches-125m-crypto-fund-that-will-become-a-dao
46:52 Qualcomm’s $100M Metaverse Fund
https://www.theblockcrypto.com/linked/138848/chip-supplier-qualcomm-creates-100-million-metaverse-investment-fund
48:30 Mina Ecosystem $92M
https://www.theblockcrypto.com/post/138264/mina-protocol-ecosystem-token-sale-three-arrows-ftx
50:00 Paradigm $8.75M Ribbon Finance
https://twitter.com/coindesk/status/1506254872932409354
https://newsletter.banklesshq.com/p/how-to-make-money-with-automated
51:10 Dalio Finally Getting Into Crypto
https://www.coindesk.com/business/2022/03/21/ray-dalios-bridgewater-investing-in-crypto-fund-sources/
54:55 JOBS
https://pallet.xyz/list/bankless/jobs
56:25 NEWS
56:30 Vitalik TIME Cover
https://twitter.com/time/status/1504760633342021645
58:25 Awful Quote Tweets
https://twitter.com/vitalikbuterin/status/1504957024345501709
https://twitter.com/RyanSAdams/status/1504954329760944136
1:01:25 Vitalik Doesn’t Know Brady
https://twitter.com/VitalikButerin/status/1504959516865138689
1:02:30 Brady is a Huge Vitalik Fan
https://twitter.com/TomBrady/status/1505295283286167554
1:03:40 ETH
1:03:45 EIP 4844 - Proto-Danksharding
https://www.eip4844.com
1:07:30 The Merge
1:08:55 NFTs
1:09:05 Arthur0x Phishing Scam
1:09:30 DeFiance Capital Founder $1.7M
https://decrypt.co/95666/defiance-capital-founder-loses-1-7m-nfts-phishing-scam
1:09:45 How it Happened
https://twitter.com/Arthur_0x/status/1506167899437686784
1:10:45 How to Stay Protected
https://metaversal.banklesshq.com/p/hacker-group-stalks-nfts
1:13:05 Hollywood
Disney’s Pixar Pals
https://medium.com/veve-collectibles/disney-pixar-pals-25c6da53ab8e
1:13:30 The DC Universe NFTs
https://www.dccomics.com/blog/2022/03/11/cartamundi-launches-dc-hybrid-physical-and-nft-trading-cards
1:14:00 REGULATION / TRADFI / MISC.
1:14:05 Goldman Sachs
1:14:10 New Website Who Dis
https://twitter.com/krugermacro/status/1506785179213475843?s=20&t=PoSkEl9kUDn-miVPTXvMkg
1:14:30 Bankless Analyst Take
https://twitter.com/BenGiove/status/1506838000168226818
1:15:45 Elizabeth Warren
1:15:50 Bill From Warren
https://www.coindesk.com/policy/2022/03/17/senator-elizabeth-warren-announces-sanctions-compliance-bill-for-crypto-companies
1:21:30 FIFA World Cup & Crypto.com
https://www.coindesk.com/business/2022/03/22/cryptocom-nabs-fifa-world-cup-sponsorship-for-undisclosed-sum
1:23:56 TAKES
1:24:30 Page 34 of the Cryptopians
https://twitter.com/TrustlessState/status/1505984479399088128
1:27:40 JPEG vs. MP3 NFTs
https://twitter.com/trustlessstate/status/1505279281139572738
1:30:15 Ethereum is Inflationary
https://twitter.com/epolynya/status/1505153046455615488
1:32:45 The West’s Energy Pickle
https://blog.bitmex.com/energy-cancelled/
1:37:10 Donald Glover on NFTs
https://twitter.com/unitedmasters/status/1506088529838972933
1:38:05 Future of NFTs
https://twitter.com/j1mmyeth/status/1505956386571575297
1:41:30 What David’s Excited About
https://twitter.com/TrustlessState/status/1507033311314845699
1:42:15 What Ryan’s Excited About
1:44:45 MEME of the Week
https://twitter.com/PuffYatty/status/1506277389910872066
1:45:30 Disclaimers
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In this special episode, we bring on Alex Bornyakov, Ukraine’s Deputy Minister of Digital Transformation to discuss the current state of the war, crypto’s impact, and so much more.
Since the start of the Russian invasion of Ukraine, the world—and in particular—the crypto world has rallied to donate as much as possible to the courageous people of Ukraine.
Our thoughts and prayers continue to go out to the people of Ukraine. To further support, please consider donating: https://war.ukraine.ua/donate/
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:14 State of Ukraine
11:54 Deputy Minister of Digital Transformation’s Goals
14:00 Pre-Ukrainian War Crypto
18:00 Ukraine’s Crypto Fund
22:00 How Donations Are Being Used
24:55 Crypto Enabling Ukraine’s Goals
31:00 How Crypto Changed the War
32:40 Bridging Crypto to Fiat
33:40 Individual Ukrainian’s Using Crypto
35:18 Crypto’s Value Proposition in Ukraine
41:09 Humanitarian Limitations vs. Crypto
44:15 New Ukrainian Crypto Law
47:20 Crypto Policy Advice
48:55 Sanctions & Crypto
51:55 Alex’s CTA for Everyone
53:15 Ukraine's NFTs & Tokens?
Resources:
Donate to Ukraine
https://war.ukraine.ua/donate/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Nick White is the COO of Celestia Labs. Celestia is the first modular blockchain network. If you have no idea what that is, you’re in luck! Celestia wants it to be as easy to deploy blockchains as it is smart contracts.
Nick and David cover all things modular blockchains, the network effect that happens as a result of this multi-chain universe, what the far away distant future might look like, and so much more!
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 What is Celestia
5:30 Types of Blockchains
9:30 How Celestia Modularizes
16:15 Rule Checking
19:40 How Rollups Work
21:10 Different Kinds of Layers
27:31 Prices & Data Availability Sampling
40:00 Celestia’s Blockspace
42:01 Fees & Nodes
45:35 Goals of Celestia
51:43 Celestia Vampire Attack?!
53:20 The Future of Modular Blockchains
Resources:
Nick’s Twitter
https://twitter.com/nickwh8te
Celestia’s Website
https://t.co/oaUV9NvYwH
Celestia’s Twitter
https://twitter.com/CelestiaOrg
John Adler Delphi Podcast
https://podcasts.apple.com/au/podcast/celestia-the-worlds-first-modular-blockchain-network/id1438148082?i=1000552936346
Celestia’s Discord & Telegram
https://discord.com/invite/YsnTPcSfWQ
https://t.me/CelestiaCommunity
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In a massive week for Bored Ape Yacht Club studio Yuga Labs, they acquired CryptoPunks & Meebits from Larva Labs, as well as releasing their community token $APE. With ApeCoin and a massive inflow of intellectual property, the NFT space is spinning with buzz and speculation about what this all means.
Today, we have Zeneca_33, Andy8052, and Scott Lewis joining State of the Nation to get to the bottom of this monumental event. What does this mean for Punks and Apes? What about intellectual property, ownership, and value? And lastly, are we seeing the dawn of a new age of digital monopolies?
In this chaotic landscape, a rational and steady approach to understanding is always a winner.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
8:00 Panelists
12:03 What CryptoPunks Want
16:44 Brand Management
22:01 Applebees
26:52 Creative Commons License
32:00 Best Rights Strategies
40:00 ApeCoin Launch
46:20 Is $APE Overvalued?
54:58 Yuga Labs Deck
1:00:52 Financials vs Monopolies
1:04:31 $450 Million Raise
1:06:45 Panelist Projects
1:10:00 Closing & Disclaimers
Resources:
Scott Lewis:
https://twitter.com/scott_lew_is?s=20&t=kXCI6sgHk2MMkG_PZKekSQ
Zeneca_33:
https://twitter.com/Zeneca_33?s=20&t=kXCI6sgHk2MMkG_PZKekSQ
Andy8052:
https://twitter.com/andy8052?s=20&t=kXCI6sgHk2MMkG_PZKekSQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
First, Haseeb Qureshi was a Texas Hold’em poker player. Then Haseeb learned how to code and worked as a software engineer for Airbnb. He went down the crypto rabbithole and is now the managing partner at Dragonfly Capital, as well as an accomplished writer and coder.
When Haseeb has come on the podcast previously, we covered theses and mental models. Today on Layer Zero, we explore the dynamics of being a venture capitalist in Web3. How does one find a path to becoming a VC?
We dive into what to look for in an internal team and external portfolio companies, as well as proper form for selling investments in a credible and honorable way. Haseeb’s long term approach to Web3 is salient as always, and this episode is must-listen if you are interested in becoming a crypto VC.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:30 Extremely Bullish and Bearish
9:04 Play-to-Earn Gaming
14:00 Poker & Venture Capital
17:15 Positive Sum Games
20:20 How to Add Value
26:22 How to be a Good Investor
32:09 Haseeb’s Pitch to Founders
34:22 How to Sell Tokens
39:45 Fad or Generational Wealth?
45:08 Near Protocols and Alt-L1s
50:00 VCs vs Retail
57:30 How to Take Responsibility
1:02:44 Airdrops
1:09:04 Fulfilling Web3’s Promises
Resources:
Haseeb on Twitter
https://twitter.com/hosseeb?s=20
Dragonfly Capital
https://www.dcp.capital/
Bankless Podcast 103 with Haseeb
https://shows.banklesshq.com/p/-103-blockchains-are-cities-haseeb
“Blockchains are Cities”
https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86
“Why Decentralization Isn’t As Important As You Think”
https://haseebq.com/why-decentralization-isnt-as-important-as-you-think/
“I’m Worried No One Will Care About Rollups”
https://medium.com/dragonfly-research/im-worried-nobody-will-care-about-rollups-554bc743d4f1
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Alexis Ohanian is the Co-Founder of Reddit, as well as the Founder of venture capital firm SevenSevenSix. As a builder-turned-technology entrepreneur, Alexis is focused on making the world a better place through novel projects and initiatives like Coinbase, Axie Infinity, Opensea, and Riverside (which we used to record this episode!)
We explore how Alexis would rebuild Reddit for Web3, and how many emergent behaviors in the early days of Reddit and the internet are surfacing again—this time, on steroids with crypto-enabled communities. Alexis is concerned with empowering the good parts about internet culture, doubling down on the importance of community and culture.
Tune in for sage advice on investment insights and investor cheat codes—where are the next opportunities? Wherever they are, Alexis is sure to be found there.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Alexis Ohanian is Having Fun
8:57 Getting Into Crypto
16:40 Reddit and Web3
24:52 Emergent Behaviors
34:00 Rebuilding a Web3 Reddit
39:38 Internet Reputation
45:00 Permissionless Web3
53:52 What’s on the Horizon?
1:00:26 Seven Seven Six
1:04:10 The Case for Optimism
1:07:24 Closing & Disclaimers
Resources:
Alexis on Twitter
https://twitter.com/alexisohanian?s=20&t=YFn8AnfCSkaWdAxctt9QXw
SevenSevenSix
https://twitter.com/sevensevensix?s=20&t=YFn8AnfCSkaWdAxctt9QXw
Alexis’ Art
https://opensea.io/assets/0xb6329bd2741c4e5e91e26c4e653db643e74b2b19/696
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of March 2022
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
4:00 MARKETS
4:25 BTC Price
5:05 ETH Price
6:55 ETH/BTC Ratio
11:50 $BED
https://www.indexcoop.com/bed
12:15 FED WATCH
https://www.marketwatch.com/story/feds-powell-sees-the-light-and-turns-far-more-hawkish-than-expected-11647468210
24:05 ETH Gas
https://dune.xyz/hildobby/Gas
26:05 VISA vs. ETH Volume
https://twitter.com/blockworks_/status/1503343966057545729
27:15 Hold or Sell Airdrops?
https://thedefiant.io/messari-airdrops-112-profit-selling/
27:50 A Brief History
https://twitter.com/justintrimble/status/1504262012255318018
29:50 Rotatooooooooorrrss - 3ArrowsCapital
https://twitter.com/btcinchina/status/1504339901264777218
30:45 Terra Do Kwon
34:45 Terra Bet by Do Kwon
https://twitter.com/stablekwon/status/1503264558160375810
40:40 RELEASES
41:05 Stripe Now Supports Crypto
https://twitter.com/collision/status/1501961880289480704
45:00 Aave v3 is Here
https://twitter.com/AaveAave/status/1504137636105043971
47:20 Alchemix v2
https://twitter.com/scupytrooples/status/1503751703019110410
49:55 Coinbase Tests Fee-Free Trading
https://blockworks.co/coinbase-rolls-out-test-of-no-fee-trading/
57:02 RAISES
57:05 ConsenSys $450M at $7B Valuation
https://www.coindesk.com/business/2022/03/15/450m-raise-values-ethereum-builder-consensys-at-7b-as-metamask-tops-30m-users/
https://twitter.com/ConsenSys/status/1503748099885477897
58:28 Optimism x A16z
https://medium.com/ethereum-optimism/money-long-team-strong-8526c6943fd7
59:55 StarkWare $6B Valuation
https://twitter.com/Darrenlautf/status/1501863868502396928
1:00:15 Solana Marketplace, Magic Eden $27M
https://www.coindesk.com/business/2022/03/14/solana-based-nft-marketplace-magic-eden-raises-27m-series-a/
1:01:37 Aptos is Expanding
https://medium.com/aptoslabs/expanding-the-aptos-community-38c5b18a84b7
1:05:14 JOBS
https://pallet.xyz/list/bankless/jobs
1:06:04 Talent Collective
https://bankless.pallet.com/talent/welcome
1:06:50 NEWS / ETH
1:06:55 Don’t Sleep on the Merge
https://newsletter.banklesshq.com/p/dont-sleep-on-the-merge-lite
1:12:50 IT BROKE!
https://hackmd.io/@prysmaticlabs/HyZqgTA-c
1:19:10 Rocketpool
https://twitter.com/Rocket_Pool/status/1501796795365867524
1:21:28 L222
1:21:30 How Do Rollups Decentralize?
https://medium.com/ethereum-optimism/our-pragmatic-path-to-decentralization-cb5805ca43c1
1:25:18 Optimism Cannon
https://twitter.com/optimismPBC/status/1501624172581064704
1:27:20 NFTs
1:27:23 Yuga Labs
1:27:25 Biggest NFT M&A Deal?
https://twitter.com/yugalabs/status/1502420714527334406
1:33:30 Great Summary From William Peaster
https://metaversal.banklesshq.com/p/bored-apes-cryptopunks-the-big-ideas
1:35:00 $APE Coin
https://twitter.com/apecoin/status/1504201556165644298
1:37:23 NFTX Milked: “FlashMint”
https://twitter.com/wilburforce_/status/1504437189979119622
1:39:15 NFTs Coming to Instagram
https://decrypt.co/95209/nfts-are-coming-to-instagram-says-meta-ceo
1:40:40 REGULATION / TRADEFI / MACRO
1:40:35 Congress Come Get Ya Boi…
https://twitter.com/RepTomEmmer/status/1504117933395619846
1:42:46 EU Votes Down Anti-PoW Clause
https://twitter.com/paddi_hansen/status/1503383993391194115
1:43:47 Saudi Arabia Considers Yuan?
https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-1164735154
1:44:56 Future Regulation in South Korea? Win!
https://www.theblockcrypto.com/linked/137172/yoon-suk-yeol-who-pledged-to-deregulate-south-koreas-crypto-sector-wins-presidential-election
1:49:10 TAKES
1:49:39 Some Ponzis Are Scams
https://twitter.com/avifelman/status/1502400594245423105
1:51:14 Pay or Go Away
https://twitter.com/iamdcinvestor/status/1503014777475502083
1:54:12 Diversification For the Weak
https://twitter.com/ryansadams/status/1504081408968601600
1:56:36 What David’s Excited About
157:58 What Ryan’s Excited About
2:00:12 MEME of the Week
https://twitter.com/ultrasoundmoney/status/1503684172438773765
2:00:40 Disclaimers
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
FOR FULL EPISODE:
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
Apple Show Link:
https://podcasts.apple.com/us/podcast/greenpill/id1609313639
Spotify Show Link:
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Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
What is most important in crypto? What wins out in the end? Today, we find out if user experience is more important than decentralization. As we progress through crypto's cambrian explosion, we often observe the tradeoff between immediate product viability and a 'no cutting corners' approach.
Taking the side of UX & a product-first mentality is Cooper Turley, a champion of the creator economy. Kevin Owocki—himself a schelling point for public goods—is defending decentralization and the merits of a values-first approach.
While exploring the roots of this tradeoff, we'll learn more about where we are as an ecosystem and where we are inevitably heading.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
5:45 Decentralization vs. Usability
10:15 Learnings with New Users
19:19 How Will Crypto Change the World?
25:10 Not Compromising on Values
32:25 Do Users Care About Values?
36:00 Where/When to Compromise
39:13 The Importance of DevTooling
41:00 Crypto's Trojan Horse
43:36 What Good UX Looks Like
48:55 Lowest Hanging UX-Fruit
50:39 How This All Comes to Fruition
53:11 2022 Crypto W Wishlist
Resources:
Cooper on Twitter:
https://twitter.com/Cooopahtroopa
Kevin on Twitter:
https://twitter.com/owocki
Foundation:
https://foundation.app/
Soundxyz:
https://www.sound.xyz/
Mirror:
https://twitter.com/viamirror
Snapshot:
https://snapshot.org/#/
Gnosis Safe:
https://gnosis-safe.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Co-Founder, CMO of Flip, and Co-Host of Up Only, Brian Krogsgard—aka—Ledger joins David and Ryan to discuss WTF is happening. Are we in a Bull or Bear market? What are the charts telling us?
With the Ukraine & Russian War—ripple effects from said war—inflation at an all-time high, stocks down, commodities, and crypto being all over the place...there's a lot to unpack. Where do experts go to find answers? The charts.
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
7:15 Exciting Times?
17:50 Charty Charts
24:00 200-Week Moving Average
32:20 Will the ETH Merge Change Anything?
39:15 200-Week Moving Average Cont.
43:40 ETH/BTC Indicator
46:24 Alt L1 Ecosystem
51:03 How Bad Could it Get?
54:30 Potential Supercycle?
1:01:40 Macro
1:17:27 What’s in Ledger’s Portfolio
1:21:44 Advice From Ledger
Resources:
Ledger's Twitter:
https://twitter.com/ledgerstatus
Up Only:
https://twitter.com/UpOnlyTV
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Tarun Chitra, in addition to being Founder and CEO of Gauntlet, is a gigabrain, polymath type in the Ethereum space. His fluency in mathematics results in a creative, almost artistic approach to a traditionally rigorous and analytical field.
Perhaps related to his search for beauty, Tarun observes the structural changing of massive systems happening in the broader geopolitical ecosystem today. We explore the relationship between regulation and finance in a unique light. Finance itself is fundamentally a legal practice—it’s money plus law.
Finance becomes more elegant with smart contracts, and we muse on the idea that broader governance structures can improve with smart contracts as well. Is code law? Can we generalize capital efficiency?
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:30 Tarun Chitra
8:15 New York City & Boom Cities
14:00 Global Crypto
18:00 Leapfrogging the US
27:45 Governance & Regulation
31:55 The Fundamental Crypto Shift
35:53 The Great Re-Shuffling
43:08 What Works vs What Doesn’t
48:07 Core Blockchain Governance
52:40 Scaling with DAOs
1:00:00 Upgrading Financial Law
1:09:00 Code is Law
1:14:05 Tarun’s Approach to Life
1:20:34 Optimism through Beauty
1:26:00 Basins and Sinking to Elegance
Resources:
Tarun on Twitter:
https://twitter.com/tarunchitra?s=20&t=-Wk1FKVJz6cQrJM6EzusdQ
Gauntlet:
https://twitter.com/gauntletnetwork?s=20&t=-Wk1FKVJz6cQrJM6EzusdQ
Episode with Santi Siri:
https://newsletter.banklesshq.com/p/-santiago-siri-layer-zero?s=w
Fundamental Theorem of Algebra
https://www.britannica.com/science/fundamental-theorem-of-algebra
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Sam Bankman-Fried—or simply SBF—is the founder and CEO of FTX, one of crypto’s biggest exchanges. In this episode, we dive into how Sam built a company worth $30 billion… in less than three years! And before the age of 30!
As a centralized exchange unicorn, FTX has exploded into the mainstream, sponsoring massive sports arenas and partnerships with celebrities like Tom Brady. The mainstream-ification of FTX culminated with its Super Bowl ad with Larry David, which had a significant cultural impact on FTX and crypto more broadly.
Is Sam on Team DeFi? Or is FTX a competitor? And what about banks? SBF also recently appeared in front of Congress. After this discussion, we are increasingly convinced of the alignment between Bankless and SBF.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-sbf
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:30 SBF
9:13 Building Successful Products
15:56 Why Sam is in Crypto
20:40 Crypto Values & Opportunity
25:27 Use Cases & Decentralization
31:04 The Future of FTX
37:18 FTX vs DeFi
41:16 SBF’s Preferred Blockchains
45:12 Sam’s Legendary Tweet
53:30 FTX vs Banks
56:46 Regulation
1:03:45 Talking to Congress
1:06:02 Spectrum of Decentralization
1:10:05 Super Bowl Ads
1:16:34 Mainstream Crypto & NFTs
1:21:30 Building Wealth
1:24:45 Giving Everything Away
1:27:45 Crypto Price Predictions
1:31:27 Crypto 5 Years from Now
Resources:
SBF on Twitter
https://twitter.com/SBF_FTX
FTX
https://ftx.com/en
Sam’s Legendary Tweet
https://twitter.com/SBF_FTX/status/1347964322459262977
FTX Super Bowl Commercial
https://youtu.be/BH5-rSxilxo
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
🟢 PARTICIPATE IN GITCOIN GRANTS ROUND 13 🟢
https://bankless.cc/Gitcoin
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
Gitcoin Grants Round 13—or GR13—is live from March 9-24, 2022!
To explore what this means for Gitcoin and the broader crypto space, we’re bringing on a medley of contributors from GitcoinDAO to talk about the public goods funding round, the decentralization of Gitcoin, and future upgrades with Grants 2.0.
Take the Green Pill, anon.
Panelists:
• Scott Moore – Gitcoin Co-Founder
https://twitter.com/notscottmoore
• Lindsey Thrift – VP of Product at Gitcoin
https://twitter.com/thrift_lindsey
• Kevin Olsen – VP of Engineering at Gitcoin
https://gov.gitcoin.co/u/kevin.olsen/summary
• Annika Lewis – Lead at GitcoinDAO Public Goods Funding Workstream
https://twitter.com/AnnikaSays
• Sean MacMannis – GitcoinDAO Memes, Merch, & Marketing Workstream
https://twitter.com/smacmannis
Topics Covered:
0:00 Intro
1:02 Gitcoin DAO Panelists
1:46 Gitcoin Grants Round 13
3:24 What is Quadratic Funding?
6:00 How to Participate
7:25 The Ukraine Round
9:55 Gitcoin Aqueduct & Tally
12:28 The Mission & Values of Gitcoin
16:07 Exploring DAOs
20:42 Grants 2.0
27:20 A Healthy Ecosystem
30:18 Closing
Resources:
Gitcoin Grants Round 13
https://bankless.cc/Gitcoin
Gitcoin Discord
http://discord.gg/gitcoin
Gitcoin Governance
http://gov.gitcon.co
Aqueduct & Tally Wallet
https://gitcoin.co/blog/tally-wallet-plans-first-gitcoin-aqueduct/
Regen Network
https://www.regen.network/
Gitcoin Grants 2.0
https://gov.gitcoin.co/t/gitcoin-grants-2-0/9981
🟢 Get the GreenPilled Book 🟢
https://greenpill.party/
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of March 2022
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:23 MARKETS
3:24 BTC Price
https://www.cnbc.com/2022/03/09/bitcoin-btc-jumps-after-treasury-statement-on-crypto-executive-order.html
4:40 ETH Price
5:05 ETH/BTC Ratio
https://twitter.com/cburniske/status/1501449852495925248
6:38 $BED
https://www.indexcoop.com/bed
8:50 BEAR WATCH
8:55 Bad Start for Equities
https://twitter.com/MacroAlf/status/1501263319222603783
10:38 Commodity Crisis?
https://www.ft.com/content/555b7167-eaf2-43a0-a66f-802e39cccf36
10:40 Prices
https://www.cnn.com/business/markets/commodities/
12:55 DJCI
https://www.spglobal.com/spdji/en/indices/commodities/dow-jones-commodity-index/#overview
17:15 Kyla Episode
https://twitter.com/BanklessHQ/status/1501244475569442820?s=20&t=pZSQ2PFE136VyrUkLCCb6Q
17:40 ETH Gas ATL
https://decrypt.co/94648/ethereum-transaction-fees-drop-six-month-low-report
18:54 NFT Search Down
https://twitter.com/meowmeowmeuw/status/1501396257163685890?
19:50 ETH & Car Gas Meme
https://twitter.com/RyanSAdams/status/1500331461140000772
27:00RELEASES
27:05 StarkNet Ecosystem Dashboard
https://www.starknet-ecosystem.com/
28:35 Tally Wallet Token Swapping
https://twitter.com/TallyCash/status/1498705393182248964
29:55 Ledger
https://shop.ledger.com/pages/ledger-nano-s-plus-genesis-edition?utm_source=Bankless&utm_medium=partnership_podcast&utm_campaign=22-03-HW_LNSPlus_Genesis-ALL-Brand_Consideration-Partnership&utm_content=msg_Preorder_Genesis__other_Media_Blitz_2
31:50 RAISES
31:55 Immutable $200M
https://www.theblockcrypto.com/post/136548/immutable-raises-200-million-nft-crypto
33:50 WalletConnect $11M
https://twitter.com/WalletConnect/status/1501292985048350721
34:36 Bain Capital $560M
https://www.theblockcrypto.com/linked/136753/bain-capital-ventures-first-crypto-fund-560-million
35:12 Diagonal $2.5M
https://twitter.com/diagonalfinance/status/1499742888594493453
36:15 a16z $70m into Lido
https://twitter.com/cdixon/status/1499436156861227008
36:45 JOBS
https://pallet.xyz/list/bankless/jobs
38:30 NEWS
38:31 Crypto Dystopia?
https://www.coindesk.com/policy/2022/03/07/ukraine-is-buying-bulletproof-vests-and-night-vision-goggles-using-crypto/
39:40 How Much Ukraine Has Raised
https://coinmetrics.substack.com/p/state-of-the-network-issue-145
41:15 Sanctions Coming for Crypto!
https://www.coindesk.com/policy/2022/03/08/ukrainian-deputy-minister-reiterates-call-for-crypto-exchanges-to-block-russian-users/
42:40 Warren Crypto Bill…AML/KYC
https://www.nbcnews.com/politics/congress/warren-crafts-bill-targeting-cryptocurrency-russia-sanctions-rcna19094
44:45 Coinbase Blocking Russian Accounts
https://news.coincu.com/70594-coinbase-will-block-russian-accounts/
https://twitter.com/brian_armstrong/status/1499622118224392195
https://twitter.com/hannahdlang/status/1499029140305068033
49:15 MetaMask Wasn’t Blocking Users
https://twitter.com/WatcherGuru/status/1499414900355047427
49:50 MetaMask Geofencing
https://thedefiant.io/metamask-geofencing/
51:00 Other Alternative Nodes
https://twitter.com/dmihal/status/1499803776898719752
52:35 BTC vs ETH vs Sanctions
https://docs.google.com/document/d/1x-KBbWKZuWnyxC2UquG7UxYmfAoXXYRLP-giQ_OAafM/edit
55:45 EXECUTIVE ORDER
https://www.cnbc.com/2022/03/09/heres-whats-in-bidens-executive-order-on-crypto.html
1:00:00 Jeremy Allaire Thread
https://twitter.com/jerallaire/status/1501516683051155456
1:01:30 Jerry Brito Thread
https://twitter.com/jerrybrito/status/1501583673438707716
1:02:22 Jake Take
https://twitter.com/jchervinsky/status/1501590214539726857
1:03:44 ETH
1:03:47 Optimism Cheaper Transactions
https://twitter.com/optimismpbc/status/1499527731389808643
1:04:45 Aave on Optimism
https://twitter.com/optimismPBC/status/1501336754644729863
1:05:00 NFTs
1:05:05 Tai Lopez NFT Mess
https://twitter.com/eddyiskongz/status/1499886629099474945
https://twitter.com/coffeebreak_YT/status/1500213278609481729
1:09:45 Limewire Returns
https://twitter.com/CNBC/status/1501475218405179395
1:10:34 DeFi
1:10:37 Andre & Anton Terminating Apps
https://twitter.com/AntonNellCrypto/status/1500405473337565191
1:12:40 Calling it Quits
https://blockworks.co/defi-star-developer-andre-cronje-calls-it-quits/
1:14:02 RSA Take
https://twitter.com/RyanSAdams/status/1500975757958520836
1:17:10 MISC.
1:17:12 Goldman ETH Funnel
https://www.theblockcrypto.com/linked/136950/goldman-sachs-receives-fee-to-connect-clients-to-galaxy-digitals-eth-fund
1:17:46 Laura Shin Callout
https://twitter.com/laurashin/status/1500266527693709321
https://twitter.com/ercwl/status/1500633023259508736
1:20:40 Brantley Staying ENS
https://twitter.com/avsa/status/1500844406391386114
1:25:15 TAKES
1:25:40 Heard it Before
https://twitter.com/TrustlessState/status/1501061536080556034?s=20&t=pZSQ2PFE136VyrUkLCCb6Q
1:26:50 Who Holds What?
https://twitter.com/iamDCinvestor/status/1500586827589238788?s=20&t=pZSQ2PFE136VyrUkLCCb6Q
1:30:22 Assets and Liabilities
https://twitter.com/LynAldenContact/status/1499170071356260352
1:31:03 Seizing Dollars Makes Bad SOV
https://twitter.com/CoinDesk/status/1501593517596028928
1:32:36 What David’s Excited About
1:34:48 What Ryan’s Excited About
1:36:50 MEME of the Week
https://twitter.com/BowTiedIguana/status/1501606948013281289
1:37:23 Disclaimers
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
A lot has changed since we had Kyla on Bankless almost a month ago. Russia invaded Ukraine and the ripple effects are being felt worldwide. Kyla's written a few posts on what's been unfolding thus far. Most recently she wrote, "Financial Warfare: Russia-Ukraine," breaking down Fortress Russia, sanctions, energy, agriculture, and the strength of Ukrainians.
For those unfamiliar with Kyla, she's an independent, Gen Z friendly, new age content creator with a fantastic newsletter and youtube channel. In addition, she is the BanklessHQ TikTok correspondent, dropping weekly recaps of the crypto world.
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https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
7:30 Being in Putin Shoes
13:20 Financial Sanctions
23:15 Putin’s Escape Hatch? China?
26:15 Russians Remaining Resources
33:30 Global Economy Sensitivity
45:45 What’s the Fed Going to Do?
52:30 The Ripple Effects of Inflation
55:40 The Supply Chain Conundrum
56:50 How Crypto Will Be Affected
1:02:20 What Happens Next
Resources:
Kyla on Twitter:
https://twitter.com/kylascan?s=20
Kyla's Website:
https://kylascanlon.com/
Financial Warfare: Russia-Ukraine by Kyla:
https://kyla.substack.com/p/financial-warfare-russia-ukraine
Kyla's Recent Bankless Podcast Episode:
https://youtu.be/p2QsIkEvlZw
Jake Chervinsky's Twitter
https://twitter.com/jchervinsky
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Marguerite deCourcelle, known by her persona Coin Artist, has been in the crypto space since 2014. Marguerite pushes the boundaries at the intersection of art, games, and crypto, carving out a career for herself as an artist and creator.
Although her focus is certainly in crypto gaming, it might not be what you’d expect. Her endeavors have a cypherpunk feel at the protocol level, innovating creative ways for NFTs to interact in our wallets.
Alongside discussions of her work at Blockade Games, we explore emergence, embedding data in the blockchain, and the untapped world of meaningful crypto gaming.
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:30 Coin Artist
7:49 Early Days of Crypto Art
12:34 Gamifying the Blockchain
16:50 The Technology Crossover
24:33 Bombing & Bitcoin
30:43 Permadeath & High Stakes
38:05Winning Hearts and Minds
42:30 A Utopian Vision
48:00 Emergence & Complexity
53:17 Blockade Games
57:55 The Motivation for Profit
1:04:10 The Thrill of the Game
1:09:17 Fighting for Crypto’s Soul
1:13:22 New York City
1:16:33 The Crypto Social Game
1:23:47 Curation
1:27:43 Optimism & Advice
Resources:
Marguerite on Twitter:
https://twitter.com/coin_artist?s=20&t=2V5r_ik50UfcZMaCSB0HgA
Blockade Games:
https://blockade.games/
Neon District:
https://portal.neondistrict.io/
Skyweaver:
https://www.skyweaver.net/
Boys Club:
https://twitter.com/BoysClubCrypto?s=20&t=2V5r_ik50UfcZMaCSB0HgA
Ethereum: The Money-Game Landscape
https://newsletter.banklesshq.com/p/ethereum-the-money-game-landscape?s=w
Conway’s Game of Life:
https://en.wikipedia.org/wiki/Conway%27s_Game_of_Life
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
David Heinemeir Hansson is the Co-Founder of Basecamp & HEY. DHH is a best-selling author, technologist—responsible for creating Ruby on Rails—and a recent crypto skeptic, turned crypto-curious experimenter.
DHH recently wrote a viral blog post titled, “I Was Wrong, We Need Crypto” in which he explains why he’s skeptical of crypto, what ultimately changed his mind, and how he’s thinking about the future of the space going forward.
It’s not every day Bankless brings on a crypto skeptic, but DHH is different. He provides a balanced—well thought out perspective on what the current state of crypto is and what needs to change to make it go mainstream.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-i-was-wrong-we-need-crypto
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:20 Who is DHH
14:02 Crypto Observations
17:00 DHH’s Top Crypto Skepticisms
29:55 How to be Wrong About Things
37:00 What Changed DHH’s Mind
45:50 Pushback on DHH’s Post
52:50 The Release Valves
1:02:00 New Skills Needed
1:11:20 Other Crypto Rabbit Holes
1:17:44 Russian Sanctions
1:24:50 What Crypto Can Do Better
1:29:50 What’s Next in Crypto For DHH
1:33:50 Closing & Disclaimers
Resources:
DHH on Twitter:
https://twitter.com/dhh
DHH’s Website:
https://dhh.dk
Episode #55:
https://www.youtube.com/watch?v=JpzFU7MW5y4
DHH Books:
https://www.goodreads.com/author/show/23587.David_Heinemeier_Hansson?from_search=true&from_srp=true
I Was Wrong We Need Crypto:
https://world.hey.com/dhh/i-was-wrong-we-need-crypto-587ccb03
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Web3 social media? Decentralized identity? Digital society in the metaverse? On this episode, we unpack the future social world in the metaverse and the protocols that will help shape it. To discuss exactly that, we brought on: Evin McMullen, who's building the world of digital identity, off-chain assets, and metaverse reputation at Disco.xyz, Christina Beltramini from Lens Protocol at Aave, a brand new primitive for Web3 social media platforms, and Isabel Gonzalez, COO at POAP, the Proof of Attendance Protocol.
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
5:30 Introductions & Discussion Foundation
11:42 Web2 Days Are Numbered?
16:44 Bringing More People to Web3
23:15 Preventing Social Dystopia
25:44 Disco.xyz
31:42 Lens Protocol
37:01 POAP
45:20 Web3 Roadmap Debate
53:34 Onboarding 8 Billion People via Social?
1:00:54 Web3 Social in 5 Years
1:06:30 Disclaimers
Resources:
Evin McMullen on Twitter
https://twitter.com/provenauthority
Disco.xyz
https://www.disco.xyz/
Christina Beltramini LinkedIn
https://www.linkedin.com/in/christina-beltramini/
Lens Protocol
https://twitter.com/LensProtocol
Isabel Gonzalez LinkedIn
https://www.linkedin.com/in/izgnzlz/
POAP
https://poap.xyz/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of February 2022
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:30 MARKETS
3:47 BTC Price
5:01 ETH Price
7:23: Coinbase Numbers
https://decrypt.co/93763/coinbase-posts-record-revenue-user-numbers-in-q4-earnings-surprise
8:26 10 Million ETH Staked
https://launchpad.ethereum.org/en/
13:20 Crypto Jobs
https://pallet.xyz/list/bankless/jobs
16:30 NEWS
17:10 Clash with the Real World
https://twitter.com/ercwl/status/1498380832058265607?s=20&t=WJaaPqhN4PdjaLv00Id1fw
19:20 Sanctions
https://newsletter.banklesshq.com/p/weaponized-banks-lite?s=w
24:26 Fall of the Ruble
https://twitter.com/b_judah/status/1498137793003929601?s=20&t=KZJTbDLT7r8G8-plF_Oe6Q
25:50 Buying Bitcoin
https://decrypt.co/94164/ukrainians-use-binance-to-buy-record-sums-of-bitcoin-after-russian-invasion
30:10 Crypto Sanctions
https://www.coindesk.com/policy/2022/02/28/us-treasury-department-formally-adds-crypto-rules-to-russian-sanctions-guidance
34:40 DeFi, Not Crypto Banks
https://twitter.com/jchervinsky/status/1499424494758285318?s=20&t=_0_pE_F4xQZLuNYFbGp9qA
37:10 UkraineDAO
https://www.ukrainedao.love/
Overpriced JPEGs
https://youtu.be/eJgeAQYJlBo
39:00 Ukraine Crypto Donations
https://www.coindesk.com/business/2022/02/26/ukrainian-government-is-seeking-crypto-donations
39:54 Matching UN Donations
https://twitter.com/kylascan/status/1498672249443917833?s=20&t=IHhKN50aSnSzMonHgpi7XA
41:45 Ukraine Airdrop
https://twitter.com/Ukraine/status/1498911922791583746?s=20&t=aGxXK0E-I_-6MK-HZcJQ4A
44:10 Financing Weapons
https://twitter.com/TrustlessState/status/1499167417678786560?s=20&t=yxH_Vk4fkCLdBL1mrymEYA
45:41 OpenSea Censoring
https://twitter.com/bornosor/status/1499371157790863369?s=21
47:27 Korean Exchanges
https://twitter.com/ki_young_ju/status/1496995862010265600?s=21
49:11 Ebay Accepting Crypto
https://www.thestreet.com/investing/ebay-considers-crypto-payments-already-accepts-nfts-ceo-says
49:54 MATIC Lido Staking
https://twitter.com/LidoFinance/status/1498949232836988929
50:16 Consensys Drama
https://twitter.com/evan_van_ness/status/1499024475970486279?s=21
52:10 Pixelmon Fail
https://metaversal.banklesshq.com/p/the-pixelmon-nft-debacle
57:52 Treasure Exploit on Arbitrum
https://www.theblockcrypto.com/linked/136143/treasure-marketplace-tells-users-to-delist-nfts-after-exploit
58:34 Kuiper Finance
https://twitter.com/scott_lew_is/status/1498742697192050704?s=20&t=nw8jkP646_zFJr0g7jvtHw
59:34 Blitwear
https://twitter.com/dhof/status/1498692101579714570
1:00:59 KPMG Buys World of Women
https://twitter.com/KPMG_Canada/status/1498335705965203463?s=20&t=pakE_2RxF6JsktDbf-0yGQ
1:01:44 Japanese Rakuten NFT Marketplace
https://news.bitcoin.com/japanese-online-retail-giant-rakuten-launches-nft-marketplace
1:02:47 Puma Cool Cat
https://twitter.com/PUMA/status/1498825210757365763
1:03:25 Mfers Derivatives
https://twitter.com/TrustlessState/status/1499424828268290051?s=20&t=gDF5kchQexMwETwVGbk6Qw
1:06:36 Discord Grinding
https://decrypt.co/94143/the-newest-crypto-side-hustle-discord-grinding
1:09:14 Arthur Hayes Pleads Guilty
https://www.theblockcrypto.com/linked/135406/bitmex-co-founders-hayes-delo-plead-doj
1:11:12 Fractional NFT Security
https://www.ledgerinsights.com/sec-probes-fractional-nfts-for-securities-infringements/
1:13:42 Citadel Crypto
https://www.theblockcrypto.com/linked/135864/griffin-says-fair-to-assume-that-citadel-will-be-market-making-in-crypto-in-months-to-come
1:16:00 TAKES
1:17:30 Web3 Won’t Rug You
https://www.businessinsider.com/facebook-startup-founder-littlethings-joe-speiser-2018-algorithm-change-2022-2
1:19:48 Annihilation
https://twitter.com/CryptoHayes/status/1498811869926100992?s=20&t=kGdO4VQHrTP5vBSmELS7jg
1:22:00 The Individual Has Power
https://twitter.com/TrustlessState/status/1499167417678786560?s=20&t=yxH_Vk4fkCLdBL1mrymEYA
1:24:54 NFTs and Identity
https://twitter.com/Cooopahtroopa/status/1499090669654069248?s=20&t=OtUJn574SDQINCcVwpqOYA
1:27:33 What David’s Excited About
1:29:50 What Ryan’s Excited About
1:31:58 MEME of the Week
Moment of Zen
https://twitter.com/randizuckerberg/status/1498425277734690816?s=20&t=QNIFJfc61RsTyYQJVKIZ9Q
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
🟢 Get the GreenPilled Book 🟢
https://greenpill.party/
Apple Show Link:
https://podcasts.apple.com/us/podcast/greenpill/id1609313639
Spotify Show Link:
https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4
Santi Siri - GreenPill #2
Santiago Siri—or santi.eth on Twitter—is building UBI on Ethereum through Proof of Humanity, the "sybil resistant protocol for formalizing human identity on the blockchain" that launched in March 2021.
Santi is a relentless source of optimism and innovation, embodying the phenomenon of Latin American crypto development. Santi comes from Argentina, a country with a rich history of culture, inflation, corruption, and resilience.
Reflecting on his tour through Buenos Aires with Vitalik Buterin, Santi explores the circumstances and possible futures we can build with regenerative cryptoeconomics.
Solving sybil resistance and building elegant mechanisms for UBI are massive pillars for human thriving as we seek to carve out 21st century institutions -- and Santi is helping to lead the way.
Take the Green Pill, anon.
SPONSOR PILLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
3:00 Proof of Humanity
7:05 UBI
12:06 The Goals & Implementation
17:32 Buenos Aires & Vitalik
22:50 Argentine Legitimacy
28:00 Optimism & Validation
34:08 A Symbiotic Culture
38:24 Closing
Resources:
Santiago on Twitter
https://twitter.com/santisiri?s=20
Proof of Humanity
https://twitter.com/proofofhumanity?s=20
Democracy.Earth
https://democracy.earth/
Kevin on Twitter: https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
zkEVM is here! Alex Gluchowski, CEO & Co-Founder of Matter Labs and of zkSync is here to talk about the huge accomplishment he and his team brought to market this past week. This is the first EVM-compatible ZK Rollup on Ethereum’s testnet!
Is this the endgame of blockchain scalability? How were Alex and his team able to bring this to market way sooner than expected? Why is this important and a monumental leap forward for the space? Find out the answers to these questions and much more on this week's State of the Nation with Ryan and David!
DONATE TO UKRAINE USING CRYPTO:
https://twitter.com/Ukraine/status/1497594592438497282?s=20&t=kiFqqEmK2QtdOA8KcwUq1g
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Alex from Matter Labs
9:51 What is a zkEVM?
15:57 The Breakthrough
19:08 zkSync 2.0 Public Testnet
24:04 The User Experience
29:37 Developer Tooling
32:48 Why zkRollups?
37:22 Security, Centralization, Trust
41:51 Justin Drake's Question
46:33 The Roadmap
50:30 Wen Mainnet?
53:15 Wen Token?
58:51 zkDAO
1:00:52 Ukraine
1:06:57 Crypto's Impact in Ukraine
1:11:00 Closing & Disclaimers
Resources:
UkraineDAO
https://twitter.com/Ukraine_DAO?s=20&t=k_QiuIA3ZukqUPd9gy--LA
Alex Gluchowski on Twitter
https://twitter.com/gluk64
zkSync on Twitter
https://twitter.com/zksync
zkDAO
https://twitter.com/zkdao_official?s=20&t=9HO7KyxvPEwqBhAo6SgbEA
zkSync's Website
zksync.io
zkSync 2.0: Public Testnet is Live!
https://matterlabs.medium.com/zksync-2-0-public-testnet-is-live-de870ba9632a
Modular vs Monolithic Blockchains
https://shows.banklesshq.com/p/modular-vs-monolithic-blockchains?s=w
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Free markets are an incredible force. They allow humans to come together and produce a global price on something.
But today's 'free markets' aren't really free. Access to markets is gatekept, and the ability for something of value to become instantiated into an asset is permissioned.
Read along with David’s most recent thought piece on why 'Crypto is Here to Set Us Free.'
Read the Article:
https://newsletter.banklesshq.com/p/crypto-is-here-to-set-us-free?utm_source=url
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
1:25 Crypto is here to set us free
2:27 Expressive Markets
9:54 Societal Change
14:19 Private Keys & Value Flow
19:04 Extract to Enable
22:57 Aligning Systems
26:03 Changing Societies
30:49 Building a Better Future
Resources:
The Crypto Renaissance:
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal
Governance & Capital:
https://shows.banklesshq.com/p/-governance-and-capital-joel-monegro
Cobie Clip:
https://twitter.com/BanklessHQ/status/1480999234526613504?s=20&t=XCMeIZiOb3toUyRPgo_7Gg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Ryan Wyatt is the CEO of Polygon Studios and former Head of Gaming at Youtube. Ryan is always on the frontier of gaming, having stewarded a new generation of content creators. He's now shifting his focus to Web3, where the next wave of innovation is set to happen.
Ryan presents a number of fascinating takes, including his feelings on Anti-NFT sentiment, the future of games, and the growing influence of gaming content.
By building out the Polygon Metaverse, Ryan is colliding games and economies. In this episode, he shares what he's learned — what's real about crypto, and what's not.
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 Ryan Wyatt
8:50 Creator Economy Background
12:07 Transitioning to Web3
18:58 Crypto Improves Games
24:51 Whales & Blockchains
31:17 NFT Maxis vs Antti-NFT Maxis
36:08 Why Gamers Hate NFTs
40:05 Will Everything Be Crypto?
49:10 How We Change Minds
54:30 How Web2 Sees Web3
1:01:46 Colliding Games & Economies
1:05:56 What’s Wrong with Gaming
1:09:00 Money, Yield, and Content
1:17:01 In-Game Assets, Real World Value
1:24:45 The Bull Case for Polygon
1:27:48 Closing & Disclaimers
Resources:
Ryan Wyatt on Twitter:
https://twitter.com/Fwiz?s=20&t=TWOdkCxUzoJ-e3DlN9uT_g
Polygon Studios:
https://twitter.com/polygonstudios?s=20&t=TWOdkCxUzoJ-e3DlN9uT_g
Crypto Unicorns:
https://www.cryptounicorns.fun/
Related Episodes:
The Crypto Gaming Revolution | Arianna Simpson
https://shows.banklesshq.com/p/the-crypto-gaming-revolution
Web3 Gaming 101 | Amy Wu
https://shows.banklesshq.com/p/-96-web3-gaming-101-amy-wu
Crypto Gaming Panel | Loot Squad, Yield Guild, Illuvium
https://shows.banklesshq.com/p/crypto-gaming-panel-loot-squad-yield
The Dawn of Crypto Gaming | Robbie Ferguson
https://shows.banklesshq.com/p/-the-dawn-of-crypto-gaming-robbie
The Emergent Metaverse | Sam Englebardt & Richard Kim
https://shows.banklesshq.com/p/-102-the-emergent-metaverse-sam-englebardt?utm_source=url
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of February 2022
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:42 Ledger Waiting List
https://cl-cards.com/waiting-list/?utm_source=Bankless&utm_medium=Content&utm_campaign=22-02-Card_Waitlist-ALL-Marketing-Partnership&utm_content=msg_Join_The_Waitlist__others_Media_Blitz_1
4:16 MARKETS
4:29 BTC Price
5:03 BTC Down Due to War
https://decrypt.co/93690/bitcoin-price-nosedives-after-putin-declares-war-ukraine
5:12 $242M Liquidations
6:00 ETH Price
6:38 $500M of Liquidations Below $2100
7:46 SPY
9:04 Markets & War Events
10:10 More War Data
https://media.discordapp.net/attachments/930417020548288553/945715197425901578/20220220_130230.jpg
11:52 RUSSIA INVADES UKRAINE
11:55 40 People Reported Dead
14:42 The Donbas Region
15:25 Putin Attacking All of Ukraine
https://twitter.com/maxseddon/status/1496777729274003457?s=20&t=JhHqAeaWRpH6UPZ7wxC6BA
16:17 Kiev’s Smoke
https://twitter.com/TreyYingst/status/1496793744590389249?s=20&t=JhHqAeaWRpH6UPZ7wxC6BA
https://imgur.com/SibvZDN
16:45 Thread Showing Warfare
https://twitter.com/RALee85/status/1496752076335947778?s=20&t=VBkT8sFiKw4vP8LzB0AaDA
17:09 Is Ukraine Just the Start?
https://twitter.com/navalny/status/1496099209975681025?s=20&t=uDfJH89CSPmtjMr780NHpw
18:50 Propaganda & Disinformation Campaigns
https://twitter.com/OAlexanderDK/status/1496513006657839108
21:35 Anti-War Russian Citizens
https://twitter.com/MehrajMir_/status/1496900291676938254?s=20&t=iiqLK-Gar6LoA6zpz1KbHQ
23:08 What Happens Next
28:05 David & Ryan’s Takes
32:40 China Eyeing Taiwan
https://www.reuters.com/world/asia-pacific/taiwan-reports-nine-chinese-aircraft-its-air-defence-zone-2022-02-24/
34:43 End of Pax Americana
https://twitter.com/LosMapMaker/status/1496702639417040897?s=20&t=IiTgk6uHXeJQfXEmi-I8yg
38:45 MARKETS CONT.
39:56 1.4% of all BTC on Ethereum (wBTC)
https://coinmetrics.substack.com/p/state-of-the-network-issue-143
40:37 UNI 80% of Dex Market Share (+30%)
https://members.delphidigital.io/reports/uni-market-share-shines-stablecoins-wars-fresh-farms/
41:12 Rocketpool at 1%
https://twitter.com/Rocket_Pool/status/1495571529819901954
41:59 Yield Bad
https://coinstack.substack.com/p/a-solution-for-yield-investors-crypto
43:18 Notional Finance
https://bankless.cc/Notional
44:30 RELEASES
44:33 1st EVM-Compatiable ZK Rollup
https://twitter.com/zksync/status/1496128244038660102
46:46 Opera Integrates Ethereum L2
https://finance.yahoo.com/news/opera-integrates-ethereum-layer-2-130000011.html
48:20 Yearn on Arbitrum
https://twitter.com/iearnfinance/status/1496577884802060288
48:30 Apps on Arbitrum
https://twitter.com/litocoen/status/1496472127012286464
48:52 Hop on Lyra
https://twitter.com/lyrafinance/status/1496216877084905476
50:00 Etherscan Product Updates
https://twitter.com/richerd/status/1494033167136690178
51:09 DuelDAO
https://twitter.com/itstimconnors/status/1495834620092465156
53:50 RAISES
53:51 Sequoia Crypto Fund
https://www.theblockcrypto.com/post/134578/sequoia-capital-new-crypto-fund-tokens
54:20 Multis $7M
https://www.sequoiacap.com/article/partnering-with-multis-the-financial-backbone-for-web3%EF%BF%BC/
55:00 JOBS
https://pallet.xyz/list/bankless/jobs
56:02 NEWS
56:14 DAO Hacker
56:20 Hacker Identity Reveal - $11B Stolen
https://twitter.com/laurashin/status/1496087239037698048?s=20&t=IjEiV0Y8aEe706Kor6zMBw
58:05 How the Hacker Did It
https://twitter.com/avsa/status/1496109516445954055
59:55 The Mystery May Be Unsolved?
https://decrypt.co/93547/crypto-ceo-denies-11-billion-ethereum-dao-hack
1:01:27 OpenSea Hack/Phishing
1:02:11 Email
https://twitter.com/pluggedinn/status/1495246939838840840?s=20&t=Yln_7KwqoY2nF3kvqgPJRw
https://www.coindesk.com/business/2022/02/21/opensea-says-phishing-attack-impacted-17-users/
https://twitter.com/opensea/status/1495625768713469954?s=20&t=Pja4mfxLfgsrN9yFKiPPkg
1:04:03 Canada Update
https://newsletter.banklesshq.com/p/canada-ngmi?utm_source=url
1:05:30 Authorities Don’t Understand Wallets
https://twitter.com/apompliano/status/1495038292773019655?s=21
1:07:37 Ontario Warning
https://www.coindesk.com/business/2022/02/22/canadas-osc-warns-crypto-exchanges-not-to-promote-self-custodial-wallets-report/
1:09:27 Be Ready
https://twitter.com/RyanSAdams/status/1496478003622301699?s=20&t=YNKAU0JecgGPVUHGTWL8Bw
1:10:50 Vitalik on Canada
https://twitter.com/CoinDesk/status/1494831247205580805?s=20&t=bVhe5WdwpMcX4yAbaiSX4g
1:12:40 This Isn’t Okay
https://twitter.com/RyanSAdams/status/1495780516175433739?s=20&t=OVkrUM-R02NPSMFIl6_QNQ
1:13:38 Freedom to Transact
https://twitter.com/punk6529/status/1494444624630403083?s=20&t=aCVjL6qeHXeSa_1P13s1Lg
1:16:20 NFTs
1:16:25 Sotheby’s 104 Punk Rug
https://www.theblockcrypto.com/linked/135257/sothebys-withdrew-a-lot-of-104-cryptopunks-before-its-auction-was-set-to-begin
1:17:14 “Nvm, decided to hodl”
https://twitter.com/0x650d/status/1496646517003800578
1:17:34 Invisible Friends NFT
https://thedefiant.io/invisible-friends-nfts/
https://opensea.io/collection/invisiblefriends
1:19:40 REGULATION
1:19:50 China Tareting Secret Miners
https://www.coindesk.com/policy/2022/02/23/chinas-zhejiang-province-implements-punitive-electricity-prices-for-crypto-mining/
1:20:10 China Jailing People For Raising Crypto Funds
https://www.theblockcrypto.com/post/135286/china-crypto-jail-people-if-funds-raised-public
1:23:35 TAKES
1:24:15 Neutrality
https://twitter.com/VitalikButerin/status/1496695587495981056
1:24:55 Old vs. New World Model
https://twitter.com/markbeylin/status/1369461574986039303?s=21
1:25:30 FunkoPop
https://twitter.com/icebergy_/status/1496338749789200384?s=20&t=2JLMa26SedDop45eIATbzw
https://www.funko.com/
1:27:13 Crypto Puck is Moving Fast
https://twitter.com/TrustlessState/status/1496257364407767045?s=20&t=P-oyh7NAZy5rok9oz3sa7A
1:29:18 Crypto is here to Set Us Free
https://newsletter.banklesshq.com/p/crypto-is-here-to-set-us-free?utm_source=url
1:31:26 What David’s Excited About
Elden Ring
1:32:11 What Ryan’s Excited About
https://world.hey.com/dhh/i-was-wrong-we-need-crypto-587ccb03
1:35:20 MEME of the Week
https://twitter.com/DnlKlr/status/1496637172199264258?s=20&t=2JLMa26SedDop45eIATbzw
https://twitter.com/arjunbhuptani/status/1496265036775530496?s=20&t=2JLMa26SedDop45eIATbzw
1:37:00 Disclaimers
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
🟢 Get the GreenPilled Book 🟢
https://greenpill.party/
Apple Show Link:
https://podcasts.apple.com/us/podcast/greenpill/id1609313639
Spotify Show Link:
https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4
Karl Floersch is the co-founder of Optimism, the Ethereum rollup scaling solution, as well as one of the primary advocates in the space for public goods funding.
Karl is inspiring on many levels—both individually with his seemingly boundless optimism and energy, and also his prolific work in the Ethereum ecosystem.
Optimism is simultaneously scaling Ethereum’s transaction space and its values & ethos, pledging to recycle its fees into public goods. A central goal of regenerative finance is to align economic value with our moral values, and Karl’s work on retroactive public goods funding is pushing us towards that brighter, solarpunk future.
We also explore the concept of ‘Ether’s Phoenix,’ a hypothetical being that rewards you for manifesting it—directly contrasting the concept of Roko’s Basilisk (research at your own risk).
Take the Green Pill, anon.
SPONSOR PILLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
2:40 Karl Floersch
4:38 Optimism & Public Goods
7:30 Solving Governance
11:32 Retroactive Public Goods Funding
18:09 The Endgame
21:18 Karl’s Favorite Public Goods
28:25 Ether’s Phoenix
32:12 Grinding & Mindset
34:02 Memes & Narratives
37:49 Closing
Resources:
Karl on Twitter:
https://twitter.com/karl_dot_tech?s=20&t=-oO_ckIiZ6BKahlmZVvB8w
Kevin on Twitter:
https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20&t=6oPk84CaEN12Es6e7Nze3A
Optimism:
https://twitter.com/optimismPBC?s=20&t=-oO_ckIiZ6BKahlmZVvB8w
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Few things compare to ETH Denver. It is impossible to fully capture the experience of the crypto community at a massive gathering like this, but these two choice talks provide a snapshot of the vibes and ethos of the 2022 conference. Kevin Owocki and Erik Voorhees join to synthesize the respective merits of individualism and collectivism, and Andrew Yang stepped up to give an impromptu call to action for the community to rally around productive goals. We are scaling out the crypto vibes, and that was abundantly clear this week. Far larger than any previous ETH Denver, this conference truly felt like a Schelling point for folks changing the world via novel, elegant mechanisms. We just can’t wait for ETH Denver 2023.
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
12:01 Journey to ETH Denver
16:18 The Panels
22:37 Vibes
34:00 Kevin Owocki & Erik Voorhees
43:28 Pragmatism
50:57 Public Goods Funding
1:00:00 Andrew Yang & Crypto Alignment
1:06:31 Lobby3
1:13:53 Roadmaps & Executive Orders
1:22:14 Action & Optimism
1:27:45 Audience Questions
Resources:
Kevin on Twitter:
https://twitter.com/owocki?s=20&t=O_vNoy9YMBatb8lIbf9ByA
Erik on Twitter:
https://twitter.com/ErikVoorhees?s=20&t=O_vNoy9YMBatb8lIbf9ByA
Andrew on Twitter:
https://twitter.com/AndrewYang?s=20&t=O_vNoy9YMBatb8lIbf9ByA
Lobby3:
https://twitter.com/Lobby3D?s=20&t=q417PS_HIJMGmpXqJYhPVg
Take the Green Pill:
https://greenpill.party/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
From gaming guppy to Orca whale, this week we’re talking to Tetranode. Who is this whale man? Well, he’s an anonymous DeFi billionaire who has been a part of and has shaped the crypto world since the early days of the space.
Not everyone is a whale, but everyone is definitely trying to become one. If you dream of becoming a whale one day, this episode is your blueprint. We uncover all of Tetranode’s whale secrets, such as why farmers are the best alpha, why he’s team Ethereum vs. team Alt Layer 1s, and of course—Tetranode’s advice on becoming a whale yourself.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-how-to-become-a-whale-tetranode
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
7:35 Gaming as Crypto Training
13:40 Who is Tentranode
18:35 Becoming a Whale
25:20 The Purpose of Wealth
30:55 Why ETH Bullishness?
38:55 Why Decentralization Matters
41:25 Tetranode’s Infinity Gauntlet
46:30 Farmers Have the Best Alpha
48:45 How to Move & Play Markets
1:03:08 Tetranode’s Infinity Gauntlet
1:25:32 Layer 2 Life
1:30:20 Dani Sesta Frog Nation Lessons
1:32:50 How to Trust Anons
1:36:06 Advice to be a Whale
1:38:20 Tetranode in the Future
1:45:20 Closing & Disclaimers
Resources:
Tetranode’s Twitter
https://twitter.com/Tetranode
Tetranode’s Infinity Gauntlet
https://twitter.com/tetranode/status/1481687955223638016
Sismo
https://www.sismo.io/
Degen Spartan’s Twitter
https://twitter.com/DegenSpartan
DOPEX
https://www.dopex.io/
Olympus DAO
https://twitter.com/OlympusDAO
FeiRari
https://app.rari.capital/fuse/pool/8
Rocket Pool
https://rocketpool.net/
Curve
https://curve.fi/
Arbitrum
https://twitter.com/arbitrum
zkSync
https://zksync.io/
zkStark
https://starkware.co/stark/
Dani Sesta’s Twitter
https://twitter.com/danielesesta
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of February 2022
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:15 MARKETS
6:45 BTC Price
7:00 ETH Price
8:10 ETH/BTC Ratio
8:20 $BED
8:46 Putin Pulls Back Troops?
https://blockworks.co/market-wrap-crypto-pumps-after-putin-pledges-to-partially-pull-back-troops/
10:07 Putin Meme
https://www.reddit.com/r/memes/comments/suis1r/putin_and_his_tricks/
10:30 Ukraine Legalizes Crypto
https://t.co/baFQtulqUi
ETH NUMBERS
11:50 New Analytics Board for L2 Fees
https://l2fees.info/l1-fees
14:28 Ryan Take
https://twitter.com/RyanSAdams/status/1492172541531668485?s=20&t=OzJCliV3DLHYHH1-6HNl7g
14:52 ETH Addresses ATH
https://decrypt.co/92969/number-of-ethereum-addresses-holding-0-1-eth-hits-all-time-high
15:40 Market Cap of ETH
https://mirror.xyz/brunny.eth/-0Jn0dD5868h_WshCirxJPyjBD6hQvqPL18blZrEbsU
19:49 iPhone Denominated in ETH
https://twitter.com/aavechan/status/1492437146929672195?s=21
24:19 RELEASES
24:23 GreenPill podcast!
https://twitter.com/BanklessHQ/status/1494004613455958021
28:10 Urbit Layer 2 Rollup https://twitter.com/urbit/status/1493283731913601027?s=20&t=3rrO21ygoMoQYeKKLTieQA
29:55 Andrew Yang Lobby3 Launch
https://www.lobby3.io/
33:18 RAC - RacOS v0.1
https://twitter.com/RAC/status/1491820073916383232
34:34 Bankless Academy launched
https://app.banklessacademy.com
36:30 RAISES
36:33 RabbitHole $18M
https://twitter.com/flynnjamm/status/1493616468809986055?s=21
37:25 Rainbow Wallet Series A
https://techcrunch.com/2022/02/15/web3-mobile-wallet-startup-rainbow-raises-18m-series-a-from-alexis-ohanians-fund/
37:59 OpenSea Venture Fund
https://www.theblockcrypto.com/linked/133929/opensea-launches-venture-arm-nft-ecosystem-grant-program
38:56 Circle @ $9B https://www.reuters.com/technology/fintech-firm-circle-doubles-valuation-9-bln-new-spac-deal-2022-02-17/
39:22 JOBS
https://pallet.xyz/list/bankless/jobs
41:29 NEWS
41:32 Top Superbowl Ads
https://www.theblockcrypto.com/linked/134101/crypto-apps-soar-in-popularity-after-super-bowl-splurge?utm_source=feedly&utm_medium=rss
41:49 Best Crypto Bowl Commercials
https://newsletter.banklesshq.com/p/best-crypto-bowl-commercials-?r=l64s
46:27 Crypto Skepticism
https://twitter.com/RyanSAdams/status/1493230988394217479?s=20&t=SEFnYIgOkfVWf6P8pvXJNg
49:50 REGULATION
49:55 End of Centralized Lending in U.S.? https://twitter.com/RyanSAdams/status/1493257462824189954?s=20&t=RSxNnZpeHP7LK4Pniy8o-w
50:00 SEC Fining BlockFi
50:05 Landmark Resolution Says BlockFi
https://blockfi.com/resolution-announcement
51:44 SEC's Take
https://thedefiant.io/blockfi-sec-100m/
55:05 Canada Freezes Protester Funds
https://www.bbc.com/news/world-us-canada-60383385
55:38 Ryan Take https://twitter.com/RyanSAdams/status/1493433716605079554?s=20&t=8uqyyLuGI4giB9_Tl_Q6QQ
57:10 Financial Authorities Blacklisting Wallets https://www.theblockcrypto.com/linked/134475/canadian-federal-police-seek-blockade-of-crypto-wallets-tied-to-freedom-convoy
59:20 Stablecoin Issuers Must be Banks
https://blockworks.co/treasury-official-says-stablecoin-issuers-must-be-banks-to-ensure-security
1:00:20 FSB Don’t Like DeFi
https://thedefiant.io/fsb-defi-threat-stability-regulation/
1:02:15 ETH
1:02:18 Twitter adds ETH Tipping Support
https://www.coindesk.com/business/2022/02/16/twitter-adds-ethereum-wallet-support-to-tipping-feature/
1:03:18 NFTs
1:03:22 OnlyFans NFT PFPs
https://www.theblockcrypto.com/linked/133856/onlyfans-launches-verified-nft-profile-pictures
1:04:23 Largest CryptoPunk Sale Ever
https://twitter.com/cryptopunksbot/status/1492597270809821193?s=21
1:05:05 Double the Last Highest Sale
https://decrypt.co/92819/cryptopunks-ethereum-nft-sells-for-nearly-24m-doubling-previous-record
1:05:30 Size of NFT Market
https://nftgo.io/overview
1:06:25 BITCOIN
1:06:30 Fidelity Launches Bitcoin ETP
https://twitter.com/EricBalchunas/status/1493581516131213312?s=20&t=qoMlyVjfHGwFQt5ijtCsXg
1:07:10 GENERAL CRYPTO
1:07:13 Terra $40M MLB Deal
https://decrypt.co/92525/terra-washington-nationals-sponsorship
1:08:05 Coinbase White Hat Savior https://www.reddit.com/r/CryptoCurrency/comments/srr32t/white_hat_hacker_saves_coinbase_from_possible/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
1:10:16 Binance & BNB Chain
https://www.theblockcrypto.com/linked/134257/binance-renames-bsc-bnb-blockchain-token
1:11:00 MISC.
1:11:04 Banks Investing in Crypto
https://twitter.com/Blockworks_/status/1493263950896640005?s=20&t=b0mFH75DAQ60ikXrRaseNA
1:12:32 Netflix Bitcoin Heist
https://twitter.com/blockdropspod/status/1492960841670537223?s=21
1:16:10 TAKES
1:16:15 Mad at NFTs?
https://twitter.com/0xjim/status/1468032612275048450?s=21
1:19:20 Bitcoin Narrative
https://twitter.com/cburniske/status/1493693680451915777?s=20&t=nIETFmqB0sPw5HwYSIlSXA
1:20:20 What David’s Excited About
1:21:29 What Ryan’s Excited About
1:24:15 MEME of the Week
https://twitter.com/kielbasagarage/status/1491458653299572737?s=21
1:24:40 Disclaimers
1:24:55 Moment of Zen
https://twitter.com/mrscottmeyer/status/1494349965627326468?s=21
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Vitalik Buterin is the founder of Ethereum and a researcher at the Ethereum Foundation.
As the visionary behind the network, Vitalik's values are embodied within the ethos of Ethereum's community-centric nature.
Exploring quadratic funding, pluralism, and sybil resistance, we dive into why Vitalik cares about public goods and how we can utilize novel mechanisms to fund them elegantly.
Take the Green Pill, anon.
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
🟢 Get the GreenPilled Book 🟢
https://greenpill.party/
Apple Show Link:
https://podcasts.apple.com/us/podcast/greenpill/id1609313639
Spotify Show Link:
https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4
SPONSOR PILLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
3:30 Vitalik & Quadratic Funding
7:06 Evolution & Problems
12:14 Vitalik GreenPilled
15:00 Crypto’s Endgame
19:54 Pluralism
24:59 Public Goods Mechanisms
28:55 Sybil Resistance in Argentina
33:30 Community Values
38:55 Public vs Private Goods
42:10 Net Positive Impacts
44:09 Closing
Resources:
Kevin on Twitter:
https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20&t=6oPk84CaEN12Es6e7Nze3A
Schelling Point Conference:
https://schellingpoint.gitcoin.co/
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Kevin Owocki returns to Bankless with a very special announcement—the GreenPill Podcast!
The Gitcoin OG is the embodiment of the best parts of the crypto ethos, and his commitment to public goods is making the world a better place.
GreenPill is launching through the Bankless network, and we’re extremely excited to meme ‘public goods’ and ‘regenerative cryptoeconomics’ into existence.
Take the Green Pill, anon.
✨ Subscribe to the Green Pill Podcast ✨
https://availableon.com/greenpill
🟢 Get the GreenPilled Book 🟢
https://greenpill.party/
Topics Covered:
0:00 Intro
1:55 GreenPill & Regen
4:20 Moloch in the World
6:58 Why Green?
9:37 The GreenPilled Book
11:58 The GreenPill Podcast
17:04 ELI5 & Details
19:57 Closing
Resources:
Kevin on Twitter:
https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ
Schelling Point Conference:
https://schellingpoint.gitcoin.co/
Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In their seminal 'Big Ideas' report for 2022, the ARK team predicts the prices of $1M for Bitcoin and over $180K for Ether. These numbers may seem outrageous in a short time frame, but with a broader perspective about the total addressable market for cryptoassets over the next decade, these ambitious predictions sharpen into something more than exuberance.
With paradigm shifts underway, we're bringing on ARK analysts Frank Downing and Yassine Elmandjra to discuss the why, how, and when of these hot price predictions–and why it's more than just the price that matters.
How bullish are you? Not bullish enough.
📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield
https://bankless.cc/Notional
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Timestamps:
0:00 Intro
6:45 Guest Intros
11:32 Big Ideas 2022 Report
14:00 Public Blockchains Transforming Every Asset Class
20:50 Each Revolution Involves A Different Level of Trust
32:50 Bitcoin Could Exceed $1 Million by 2030
48:05 Crypto-Powered Finance Might Scale More Efficiently Than TradFi
53:38 ETH Market Cap Could Exceed $20T In The Next 10 Years
1:02:09 NFTs Could Shift From Static Collectibles to Dynamic Digital Assets
1:05:35 The Growth of the Metaverse
1:07:45 Final Thoughts
1:12:30 Disclaimers
Resources:
Frank Downing on Twitter:
https://twitter.com/downingark
Yassine Elmandjra on Twitter:
https://twitter.com/yassineark?lang=en
Big Ideas 2022 Report:
https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK_BigIdeas2022.pdf
Ark Invest
https://ark-invest.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Is D.C. taking crypto seriously? Congressman Tom Emmer shares the latest from the ongoings in Washington. Minnesota Representative Emmer is a 4th term member of the House of Representatives. He sits on the House Financial Services Committee and is a dedicated crypto advocate. Many of us have preconceived notions that the majority of the government is anti-crypto. Representative Emmer explains why this isn’t entirely true. We also unpack what’s at stake here. What happens if we get crypto policy wrong? How do we defeat the super-shadowy-legislators? Should we follow in China’s Digital Yuan footsteps? Lastly, Representative Emmers shares that Bankless—yes—Bankless is having an impact in Washington! Find out in what way and how we’re going to continue crypto-pilling everyone in Washington.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-crypto-in-washington-congressman
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Rep. Tom Emmer
13:20 Why D.C. Hates Crypto
19:53 What’s at Stake?
26:02 Playing Devil’s Advocate
31:55 The Opportunity
37:03 Legislative Solutions
43:56 Securities Clarity Act
52:44 China’s Digital Yuan
57:25 How We Win in D.C.
1:03:24 Closing & Disclaimers
Resources:
Representative Emmer on Twitter
https://twitter.com/reptomemmer
Representative Emmer’s website
https://emmer.house.gov/
Elon Musk vs. Elizabeth Warren
https://twitter.com/SenWarren/status/1470415896053227522?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1470898920146542592%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Findianexpress.com%2Farticle%2Ftrending%2Ftrending-globally%2Felon-musk-elizabeth-warren-taxes-twitter-spat-7674225%2F
PAC.xyz
https://www.pac.xyz/
The Road to Serfdom by Friedrich Hayek
https://www.goodreads.com/book/show/299215.The_Road_to_Serfdom
The Scandal of Money by George Gilder
https://www.goodreads.com/book/show/29632093-the-scandal-of-money?from_search=true&from_srp=true&qid=kaAA6nUX2E&rank=1
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of February 2022
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙 SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:35 MARKETS
4:38 BTC Price
5:01 ETH Price
5:55 ETH BTC Ratio
6:05 $BED
https://www.indexcoop.com/bed
6:15 $GMI
7:21 10 Billion DAI!
https://twitter.com/MakerGrowth/status/1491036054581039104
9:56 Inflation is 7.5%
https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html
https://twitter.com/cryptoconan/status/1491811541448073216?s=21
13:26 RELEASES
13:52 Aave Social Network - Lens Protocol
https://twitter.com/LensProtocol/status/1490782690651656197
15:29 Celestia DA Bridge
https://blog.celestia.org/celestiums/
17:26 Polygon Edge
https://twitter.com/MihailoBjelic/status/1490036508493250560?s=20&t=ku_imokA2_X2W25WRHIePg
18:57 FTX -> Arbitrum
https://twitter.com/FTX_Official/status/1490903050269396992
19:42 RAISES
19:46 Polygon $450M
https://techcrunch.com/2022/02/07/polygon-raises-450m-from-sequoia-capital-india-softbank-and-tiger-global/
20:48 Alchemy $200M
https://twitter.com/AlchemyPlatform/status/149104968410152550 7
21:50 Jobs
https://pallet.xyz/list/bankless/jobs
23:42 NEWS
World’s Worst Bank Robbers
23:44 U.S. Gov $3.6B BTC
https://twitter.com/EamonJavers/status/1491092102792749056
25:50 Hacked by Who?!
https://twitter.com/HeatherReyhan
https://twitter.com/investmentshulk/status/1491113539117133824?s=21
https://twitter.com/cobie/status/1491120382610669568?t=w59M8_pRckbclQKtaR5gwA&s=19
27:10 Tarun’s Event
https://twitter.com/tarunchitra/status/1491104365683552256?s=20&t=7rhxCFfpl3s2nZQnnF-zTw
https://twitter.com/ruthienachmany/status/1491130571774631936?s=20&t=7rhxCFfpl3s2nZQnnF-zTw
29:20 BTC Recovery
https://twitter.com/alistairmilne/status/1491124444739555329?s=20&t=dMmstO0dMdWVacUpF3_vqg
30:59 Bitfinex’s $LEO Explodes
https://thedefiant.io/bitfinex-leo-surge/
https://twitter.com/ruthienachmany/status/1491130571774631936?s=20&t=7rhxCFfpl3s2nZQnnF-zTw
34:37 Offensive Tweets & Cancel Culture
https://thedefiant.io/cancel-culture-crypto-offensive-tweets/
36:50 KPMG Crypto Treasury
https://twitter.com/KPMG_Canada/status/1490728332345987078?t=9Ec_FV1tK2F5VzyihZalvw&s=19
37:28 BlackRock Crypto Trading
https://twitter.com/DeItaone/status/1491481431159234565
38:19 Apple Tap to Pay Crypto
https://cointelegraph.com/news/upcoming-apple-iphone-feature-to-give-merchants-a-way-to-accept-crypto-payments
38:49 We See You Wells
https://saf.wellsfargoadvisors.com/emx/dctm/Research/wfii/wfii_reports/Investment_Strategy/cryptocurrency020722.pdf
38:41 L222
39:41 USDC on Immutable
https://twitter.com/Immutable/status/1491588322262585344
40:05 Set <> Perp Protocol Optimism
https://twitter.com/SetProtocol/status/1490747638899163138
40:52 ETH
40:55 Merge Soon, Then Moon
https://twitter.com/peter_szilagyi/status/1489136403376136193?s=20&t=sFPJZ5K6BXKnKZEnwYnzig
43:39 ULTIMATE ASSET
https://twitter.com/RyanSAdams/status/1491788486772330501?s=20&t=4ptQSEhHpc3HQNRP8zC1FA
48:18 Vitalik Supports Assange DAO
https://twitter.com/VitalikButerin/status/1490686148087320576
https://assangedao.org/
48:17 NFTs
48:30 Exchanges to Run Ads
https://www.theblockcrypto.com/linked/133226/crypto-exchange-giants-will-reportedly-run-ads-during-super-bowl
49:04 Bud Light x Nouns https://www.theblockcrypto.com/linked/133113/bud-light-partners-with-nouns-dao-for-its-upcoming-super-bowl-ad
49:34 Dapper Labs SB Launch
https://www.ledgerinsights.com/dapper-labs-to-launch-nfts-for-super-bowl-nfl/
50:07 Nintendo NFT Interest
https://twitter.com/Blockworks_/status/1489559692502351878
50:42 Zynga Wants In
https://www.theblockcrypto.com/linked/133707/gaming-giant-zynga-plans-to-launch-nft-based-game-this-year
50:50 Ready Player Me Punks
https://punks.readyplayer.me/?utm_source=newsletter&utm_medium=email&utm_campaign=January2022
51:22 Disney Hiring
https://www.theblockcrypto.com/linked/133042/disney-is-looking-for-a-business-developer-with-nft-experience
51:35 Gucci Buys Sandbox Land
https://www.theblockcrypto.com/linked/133727/gucci-buys-virtual-land-on-the-sandbox-as-part-of-metaverse-experience-bid
53:25 Brie Larson PFP
https://twitter.com/brielarson/status/1489655405084954625
54:44 Heidi Klum Cryptopunk
https://twitter.com/heidiklum?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
53:00 INTERNATIONAL
53:03 China Debuts Digital Yuan
https://blockworks.co/china-debuts-digital-yuan-at-winter-olympics-amid-warnings-from-us-senator/
56:20 Russia Recognizes Crypto
https://blockworks.co/russia-moves-to-recognize-crypto-as-a-form-of-currency
El Salvador Bitcoin Bond
https://www.theblockcrypto.com/post/133720/el-salvador-plans-to-issue-first-bitcoin-bond-next-month
58:35 MISC
58:39 Selkis on Tucker Carlson
https://procrypto.substack.com/p/the-digital-freedom-alliance/comments
59:28 Binance buys $200M stake in Forbes
https://www.theblockcrypto.com/post/133786/binance-forbes-taking-200-million-stake
1:02:30 TAKES
1:03:05 Web3 Quality vs. Web2 Quality
https://twitter.com/RyanSAdams/status/1489331768448761857?s=20&t=_gnBi6D_sVv_0OYh_pywpQ
1:04:22 L2 Token Distribution
https://twitter.com/TrustlessState/status/1491590027192811521?s=20&t=-P7HJB_lZQzU2V6APMlIWQ
1:06:03 William Peaster
https://newsletter.banklesshq.com/p/how-to-get-ready-for-l2-tokens
1:06:15 RAC on NFTs
https://twitter.com/RAC/status/1490431021505867776?s=20&t=BMjgVFj3aZ65a53JTsHzbQ
1:09:17 Justin Kan Gaming NFTs
https://twitter.com/justinkan/status/1490923171817848842
1:10:25 Web3 Echo Chambers
https://twitter.com/bantg/status/1490317595421069313?s=21
1:12:05 What David’s Excited About
1:14:12 What Ryan’s Excited About
1:16:42 MEME of the Week
https://twitter.com/Ommiii_/status/1491110034453188610?s=20&t=Zx6quzNoLrPuX_5IzBrATg
1:18:00 Disclaimer
1:18:20 Moment of Zen
https://twitter.com/MoonOverlord/status/1491111919633469443?s=20&t=Uvvt4-DdIf5RrkIRleR92Q
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
MetaMask and MyCrypto are teaming up to build the ultimate crypto wallet. Revamping efforts on security, user experience, as well as features & integrations, this is a massive moment in the world of non-custodial crypto wallets.
As the passport to Web3, improving and innovating the crypto wallet is increasingly vital as the entire industry continues to scale outwards. Building a secure and intuitive flow for asset management is do-or-die for the crypto space.
With Dan Finlay from Consensys and Taylor Monahan from MyCrypto, we're exploring the implications of this monumental merger and what it means for the broader crypto user experience.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 The MetaMask MyCrypto Merger
13:57 Power & Responsibility
17:58 What Happens Next?
24:08 By the Numbers
25:57 What is a Crypto Wallet?
32:33 The Passport to the Metaverse
35:44 More Merger Details
43:30 What's After Swaps?
47:58 Aggregators and Bridges
52:44 The Layer 2 Metamask
57:03 Polynya's Social Recovery Question
1:02:58 Vitalik's Light Client Question
1:06:00 Wen $MASK Token?
1:11:14 Closing & Disclaimers
Resources:
Dan on Twitter:
https://twitter.com/danfinlay?s=20
Taylor on Twitter:
https://twitter.com/tayvano_?s=20
The Announcement:
https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
✨Finding Common Ground✨
Crypto has grown a lot in 2021!
New ecosystems have put new private keys in the hands of so many new users.
Our interests overlap by 99%! We bring on the leaders from three killer DeFi ecosystems to discuss all the things that we align on, in order to start 2022 off in positive vibes!
📣 ZERION | Move Your Assets To Layer 2
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Ground Rules
8:16 Why Are You in Crypto?
12:58 Personal Values & Backgrounds
18:26 Who are your Heroes?
21:56 Crypto Tribalism & Politics
27:06 Competing vs Collaborating
31:58 Decentralizing
37:04 What is True Decentralization?
45:00 Are Your Tokens Money?
51:31 Do Kwon Arrives
55:01 Layer 2 vs Multi-Chain
1:03:15 Predictions for 2022
1:07:11 Closing & Disclaimers
Resources:
Anatoly on Twitter:
https://twitter.com/aeyakovenko?s=20
Do Kwon on Twitter:
https://twitter.com/stablekwon?s=20
Emin on Twitter:
https://twitter.com/el33th4xor?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jeff ‘Jiho’ Zerlin—or jiho.eth on Twitter—was an early Axie Infinity community member before becoming the project’s Co-Founder. Ever since he could remember, Jiho was a gamer, collector, and entrepreneur.
Jiho wouldn’t be the engine to Axie’s growth today without his formative childhood. This is what shaped him to become the community leader of the leading play-to-earn game in the world, Axie Infinity. Now—Jiho and the Axie Nation are taking things to the next level.
Jiho shares the stories from his early formative years that shaped him to be the engine of Axie’s growth today, how community building changes in bull and bear markets, and what Axie’s secret ingredient is to the project’s lasting staying power.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:52 Jiho’s Formative Years
15:47 Jiho’s Evolution at Axie
23:44 Axie’s Staying Power
34:50 Community Building in Different Markets
39:50 Organizing Axie Nation
44:50 Investing in P2E
50:44 Axie’s Emotional Bond
58:00 Optimizing for the Metaverse
1:05:46 What Jiho is Optimistic About
Resources:
Jiho on Twitter
https://twitter.com/Jihoz_Axie
Axie Infinity
https://axieinfinity.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Everything is weird right now, and Kyla Scanlon is here to tell us why. Kyla is an independent, Gen Z friendly, new age content creator with a fantastic newsletter and youtube channel. In addition, she is the BanklessHQ TikTok correspondent, dropping weekly recaps of the crypto world. Stepping outside the crypto bubble, there is craziness in the real world. We explore whether inflation is destroying the economy, social unrest, why younger generations are unhappy, and everything happening IRL right now.
Are we approaching war with Russia? Is globalization reversing? Can supply chains be fixed? Hang out with us as Kyla distills these complicated topics into well researched, thoughtful commentary.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-kyla
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:30 Kyla Scanlon
8:13 Inflation & Supply Chains
13:58 The Fed
18:15 Labor Markets
24:47 Social Unrest & Revolution
30:16 The Russia Ukraine Thing
35:14 What Modern War Looks Like
39:22 China & Getting Swifted
42:17 Energy Markets
52:35 Globalization
57:30 Narratives Shape Everything
1:01:47 Crypto in General
1:07:20 Line Goes Up Criticism
1:14:02 Green Energy Investment
1:19:53 Is Gen Z Screwed?
1:25:04 Meaning & Creating
1:31:40 Closing & Disclaimers
Resources:
Kyla on Twitter:
https://twitter.com/kylascan?s=20
Kyla's Website:
https://kylascanlon.com/
Bankless TikTok:
https://www.tiktok.com/@banklesshq?lang=en
Principles for Dealing with the Changing World Order:
https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276
Ukraine Meme:
https://twitter.com/Ukraine/status/1468206078940823554?s=20&t=QrBDbm0rG-kp0eNDS2l-SA
Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=3CCE88F3
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
GAMESTOP! is announcing they're partnering with zk-rollup Immutable X, to open up an NFT marketplace!
Immutable and Gamestop are also creating an up to $100 million fund dedicated to supporting the gaming ecosystem on Immutable X.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 - Intro
3:55 - How Big Is This?
6:01 - What Gamestop is Doing
7:51 - What Immutable is Doing
10:35 - Driving a New Business Model
13:20 - Why ImmutableX?
15:10 - What's Being Built
18:09 - The Gamer Experience
22:30 - The $100M Fund
25:15 - The Power of High Volume
27:55 - Criticism vs Utility
31:31 - What's After Gamestop?
33:20 - Closing & Disclaimers
Resources:
Robbie on Twitter:
https://twitter.com/0xferg?s=20
ImmutableX:
https://www.immutable.com/
Gamestop Announcement
https://investor.gamestop.com/news-releases/news-release-details/gamestop-forms-partnership-immutable-x
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of February 2022
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:20 MARKETS
4:22 BTC Price
4:51 ETH Price
5:14 ETH BTC Ratio
https://www.indexcoop.com/bed
6:21 New ETH Burning Categories
https://ultrasound.money/
9:21 The Fee Flippening
https://twitter.com/cburniske/status/1488346430271934467?s=20&t=8jnMFEGTcxKL4BUOgak8tA
11:56 DCF Price Forecasts
https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0
https://docs.google.com/spreadsheets/d/1vqKJlqAmccQOvgzzgy_asz2QVGUYf4Wdfn2nNSDj3cA/edit#gid=1299381756
16:18 Visa $2B Transaction Volume
https://beincrypto.com/visa-records-over-2b-in-transactions-for-crypto-linked-cards-in-2022-q1
16:55 Stablecoin Big But Still Smol
https://coinmetrics.substack.com/p/state-of-the-network-issue-140
24:00 RELEASES
24:03 Aave v3
https://twitter.com/AaveAave/status/1486793032544493577?s=20&t=gVjc4WzEBdvCemwcOddr0g
25:02 Predicting Hacks on Polymarket
https://twitter.com/PolymarketHQ/status/1486792651567472642?s=20&t=0TAKgnyChvZR8E8fg9JEeQ
26:21 Kuiper Index Protocol
https://thedefiant.io/kuiper-index-protocol-launches/
27:10 RAISES
27:12 Dune $69,420,000 - Nice
https://dune.xyz/blog/series-b
27:53 Solana Wallet Phantom
https://decrypt.co/91574/solana-wallet-phantom-raises-109-million-bringing-valuation-1-2-billion
28:49 MyCrypto MetaMask Merger
https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740
30:14 FTX > Coinbase
https://twitter.com/RyanSAdams/status/1488235646800080904?s=20&t=LthLbxyfyM7Gx_TRS7FGhw
32:23 Castle Island
https://blockworks.co/castle-island-ventures-raises-hundreds-of-millions-for-new-fund
33:40 Jobs
https://pallet.xyz/list/bankless/jobs
35:02 NEWS
35:37 The Bridge Hack
https://twitter.com/RyanSAdams/status/1488979604362649602?s=20&t=ZsCXhj2PyjdtXJv-KUMjvQ
36:26 Wormhole Failure
https://twitter.com/wormholecrypto/status/1489001949881978883?s=20&t=jmTVlJmMtkIo1wYfLXj1jg
38:41 Getting Messy
https://twitter.com/tony_intern/status/1488979589602840581?s=20&t=Yxwn9ebgfQD0H9Z4Es6paA
39:28 Cascading Effects
https://twitter.com/gakonst/status/1488980822568886279?s=20&t=8swuB2G9HV7HnMk6V-Nlzg
40:42 TLDR
https://twitter.com/samczsun/status/1489044999211823107?s=20&t=u8aDeLzUhX9FZ8_kVn5k3g
41:30 Wormhole is Back Up
https://twitter.com/wormholecrypto/status/1489232008521859079?s=20&t=YzMwd8rxxeHYJmAZtxmwsw
42:31 Takeaways
50:34 Follow Up Trouble in Wonderland
https://twitter.com/danielesesta/status/1487826195978899457?s=20&t=4qIFl89g1cjmbeOjOD-IIg
52:53 Sifu Exiting?
https://twitter.com/PeckShieldAlert/status/1488504262443540480?t=Y9hIG9vU2zdIQp3BtWra4Q&s=19
53:18 Directly Managing a DAO
https://twitter.com/genie_trades/status/1488312967716216836?s=20&t=oAxIi76vMcePZPJMYRGUZg
53:48 Governance Sucks
https://twitter.com/fozzydiablo/status/1486724691024756751?t=StLVrY3RJF_3FyYQrGY79Q&s=19
54:31 Take https://twitter.com/0xMoral/status/1488112276343345154?t=1WkzDvDqVfCDARQjDJJdkw&s=19
L222
54:38 Gamestop X Immutable
https://twitter.com/Immutable/status/1489209166010847232?s=20&t=4r04eo5ozPx_LKHn6UHkHw
https://venturebeat.com/2022/02/03/gamestop-launches-nft-marketplace-on-immutable-x-creates-100m-dev-fund/
55:40 Bankless Livestream: https://youtu.be/fne4XMhtVf4
56:13 Arbitrum Drains Binance’s ETH
https://twitter.com/dmihal/status/1486823203632820225?s=20&t=eQcWA4eWW7vcTpLvi8vBqw
57:23 Polygon NFTs on Rainbow
https://twitter.com/rainbowdotme/status/1488966386059776005
58:17 NFTs
58:18 Crypto Down, NFTs Up
https://newsletter.banklesshq.com/p/crypto-down-nfts-up-lite
1:00:30 The Only Trade That Matters
https://news.bitcoin.com/pop-star-justin-bieber-buys-bored-ape-nft-for-1-29-million-pays-more-than-300-above-floor/
1:01:38 Kat Dennings Crypto Coven
https://twitter.com/OfficialKat?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
1:02:10 Bored Ape New Huge Valuation
https://www.ft.com/content/acc635d6-bb05-4af6-b4da-b8462c06466d
1:03:50 Coachella NFTs
https://www.theblockcrypto.com/linked/132706/coachella-partners-with-ftx-us-to-launch-nfts
1:05:19 Contrarian NFT Take
https://twitter.com/cburniske/status/1487852519610929152?s=21
1:06:58 Regulation
1:06:59 Facebook’s Diem Selling
https://www.coindesk.com/business/2022/01/31/silvergate-bank-confirms-diem-tech-acquisition/
1:08:51 The GMI PAC
https://www.theblockcrypto.com/linked/132171/crypto-leaders-launch-political-action-committee-to-back-congressional-candidates
1:09:25 SEC vs DeFi
https://twitter.com/RyanSAdams/status/1486818724887805959?s=20&t=zvPKSxtRhj2TahA9Ztwrig
1:10:27 Biden’s Crypto Agenda
https://decrypt.co/91301/federal-reserve-crypto-regulation-plan-stablecoins-big-banks
1:14:39 IRS vs. Staking
https://twitter.com/nohardforks/status/1489222500848484354
https://twitter.com/JTheAccountant/status/1489034212778950656?s=20&t=h07eSeIIkQRkz2_MxrIdSA
India
17:07 Governments Capturing Crypt
https://decrypt.co/91662/india-proposes-30-tax-crypto-income-announces-digital-rupee-launch
1:18:49 Taxing at 30%
https://twitter.com/CryptooIndia/status/1488482797064888322
TAKES
1:21:20 Right-Click-Save
https://twitter.com/cdixon/status/1487258007155232768?s=20&t=Tee_y2QEKF2AMfrR8EjoyQ
https://twitter.com/scott_lew_is/status/1487857870494486529
1:25:21 Blue Chips are L1
https://twitter.com/gabusch/status/1488724132007067648?s=20&t=eauFsFqWMIzpFQ8_YGQtZg
1:26:29 NFTs are a Scam
https://twitter.com/katxlev/status/1488869476707807233?s=20&t=05s3Q_5yxTQGjWKhH-dFvA
1:27:29 DC Investor - Conviction
https://twitter.com/iamDCinvestor/status/1489249513478885376?s=20&t=yekYSfdsYZtnK4-ktEvGlg
1:28:57 Can’t Cancel RSS
https://twitter.com/ryansadams/status/1487965015772733443?s=21
1:31:56 What David’s Excited About
1:32:00 ETH Denver https://twitter.com/TrustlessState/status/1489265843133243393?s=20&t=4r04eo5ozPx_LKHn6UHkHw
1:32:41 Brooklyn https://twitter.com/TrustlessState/status/1488373341295501312?s=20&t=4r04eo5ozPx_LKHn6UHkHw
1:33:37 What Ryan’s Excited About
1:33:40 DCF Model
1:38:15 MEME of the Week
https://twitter.com/smilinglllama/status/1488256713493032970?s=20&t=-jGsNQ65JnNiKI_EM9OEJw
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
CORRECTION: It's actually ETH to $4 Trillion 👀
Ryan Allis is the managing partner at Heart Rithm, and a serial entrepreneur with 20 years in technology, marketing, and business. Ryan write about Ethereum, Bitcoin, Polkadot, DeFi, Blockchain, Web3, and the future of money on his substack - Coinstack.
Today, we're evaluating ETH according to Ryan's recent DCF (discounted cash flows) model, and getting to the bottom of why ETH could be fairly valued at $10k with a market cap of $3 Trillion.
Model:
https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Ryan Allis, ETH, Cash Flows
12:29 Making a DCF for ETH
16:34 Costs & Security
21:16 Generating Insane Revenue
31:42 The Outputs are Sexy
40:55 Monetary Premium
47:00 Buybacks & Distribution
52:14 Markets vs Education
57:02 Alt Layer 1's & L2
1:03:25 Memes vs Fundamentals
1:08:19 Closing & Disclaimers
Resources:
Ryan on Twitter:
https://twitter.com/ryanallis?s=20
CoinStack:
https://twitter.com/coinstackcrypto?s=20
HeartRithm:
https://twitter.com/HeartRithm?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The Boys Club is a DAO-in-training that is building products, resources, and communities to make the crypto space a more welcome place for women. Crypto has traditionally not been a particularly women-friendly place, with a sub-culture of basement-dwelling libertarian bros. But that is changing.
There are an increasing number of ways to break into crypto, and the Boys Club is tackling this head on. Natasha Hoskins and Deana Burke are co-founders of the community, and they note that women have far more presence at IRL crypto events than on the internet. And Boys Club members rep the Boys Club. Hard.
With a strong mission, sound goals, and immaculate vibes, the Boys Club have already blazed trails, but there is a strong future ahead of them.
📣 ZERION | Trade Across 7 Networks and 500+ protocols
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:30 Natasha & Deana of Boys Club
8:52 Onboarding Women Into Web3
15:56 The Boys Club Vibe
22:56 But What IS Boys Club?
26:34 The Name
28:41 Lessons in Scaling
33:40 More than Mining
36:10 What Women Have that Crypto Needs
40:30 Pet Peeves
42:42 Interviewing Each Other
49:14 I Think This Is For You
52:02 Maximally Successful Boys Club
56:41 Sharing Stories
59:28 How to Get Involved
Resources:
Natasha on Twitter
https://twitter.com/natashaghoskins?s=20
Deana on Twitter
https://twitter.com/medeana?s=20
Boys Club on Twitter
https://twitter.com/BoysClubCrypto?s=20
BoysClub.vip
https://boysclub.vip/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
First, Haseeb Qureshi was a Texas Hold’em poker player. Then Haseeb learned how to code and worked as a software engineer for Airbnb. He went down the crypto rabbithole and is now the managing partner at Dragonfly Capital, as well as an accomplished writer and coder.
He recently published an article titled Blockchains are Cities, expanding on a mental model for understanding the crypto landscape from a high level perspective. We brought Haseeb back onto the Bankless Podcast to dive into this metaphor, which explains how cities (and blockchains) scale.
We also explore the question of the decade: Will we live in a multi-chain world, or will there be “one chain to rule them all”?
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-haseeb-cities
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Haseeb and Context
11:35 Why Cities?
17:15 Limitations & Trust
23:27 Scaling Like Cities
31:15 Who’s Building Vertically?
36:27 Application Specific Chains
45:14 Building More Cities
54:23 Goals, Tradeoffs, and Winners
1:01:20 Cross-Chain Bridges
1:05:59 Cities or Nation States?
1:12:36 Security and Military
1:23:20 Individuals vs Chains
1:30:36 Closing & Disclaimers
Resources:
Haseeb on Twitter
https://twitter.com/hosseeb?s=20
Dragonfly Capital
https://www.dcp.capital/
Blockchains are Cities
https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86
Why Decentralization Isn’t As Important As You Think
https://haseebq.com/why-decentralization-isnt-as-important-as-you-think/
I’m Worried No One Will Care About Rollups
https://medium.com/dragonfly-research/im-worried-nobody-will-care-about-rollups-554bc743d4f1
The ETH2 Metropolis
https://newsletter.banklesshq.com/p/defi-in-the-eth2-metropolis-haseeb
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
WRU Jan 5
4th Week of January, 2022
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
2:24 Tax Optimizooor
https://twitter.com/Hedgeye/status/1485328439901052930
4:50 MARKETS
5:10 BTC Price
5:37 ETH Price
6:14 ETH BTC Ratio
https://www.indexcoop.com/bed
6:52 Bear Market?
https://twitter.com/RyanSAdams/status/1484926927718789122?s=20
8:33 Arthur Hayes
https://blog.bitmex.com/bottomless/
11:15 Top 10 Down
https://twitter.com/RyanSAdams/status/1484966910102052864?s=20
13:22 Bearish Stocks
https://twitter.com/MacroCharts/status/1484495998864920578?s=20
14:12 Prices Bounce
https://twitter.com/MichaelGoodwell/status/1485719974522109955?t=CFswY5WhW_R7m2jzD7Br5g&s=19
15:22 DeFi Still Churning
https://thedefiant.io/uniswap-crosses-milestone-with-greater-eth-stablecoin-volume-than-coinbase-or-binance/
17:09 Ark Invest Report
https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK_BigIdeas2022.pdf?hsCtaTracking=217bbc93-a71a-4c2b-9959-0842b6fe301c%7C2653a4d0-af35-42f0-853a-c5f90f002abb
20:00 RELEASES
21:30 Twitter NFT Hexagons
https://twitter.com/TwitterBlue/status/1484226494708662273
25:36 Web3 Messaging
https://twitter.com/RyanSAdams/status/1486000233486209043?s=20
27:30 SOS Prediction Market
https://www.sosmarket.io/
28:08 Opera Crypto Browser
https://techcrunch.com/2022/01/19/opera-launches-a-dedicated-crypto-browser/
29:11 Robinhood Crypto Wallets
https://blockworks.co/robinhood-deploys-beta-crypto-wallets-allowing-select-customers-to-transfer-off-platform/
29:52 Zora v3
https://zine.zora.co/zora-v3
31:45 Doola DAO Services
https://twitter.com/arjunmahadevan/status/1486005697175334912?s=20
32:40 PAC.xyz
https://www.pac.xyz/
34:27 Raises
https://twitter.com/TrustlessState/status/1486722291870228492?s=20
37:39 Jobs
https://pallet.xyz/list/bankless/jobs
39:00 NEWS
39:32 Wonderland DeFi Scandal
https://twitter.com/JackNiewold/status/1486436910599860224?s=20
44:55 Quadriga Co-Founder 0xSifu
https://twitter.com/zachxbt/status/1486591682728673282?s=21
48:10 Who is Michael Patryn?
https://amycastor.com/tag/michael-patryn/
Statement: https://twitter.com/0xtuba/status/1486724157857415174?s=20
55:26 Community Takes
57:23 Youtube to Polygon
https://twitter.com/RyanSAdams/status/1486060351473033218?s=20
58:46 L222
https://twitter.com/aeyakovenko/status/1486349045635465218?s=20
Synthetix: https://twitter.com/synthetix_io/status/1486024382988308496?s=21
Fees: https://twitter.com/BFreshHB/status/1486057303224856578?s=20
Fuse: https://twitter.com/RariCapital/status/1485661611838877699
zkDAO: https://twitter.com/zkdao_official/status/1486688440678850569?s=20
1:07:11 NFTs
Prada: https://twitter.com/CoinDesk/status/1484188307907035138?s=20
Gucci: https://www.coindesk.com/business/2022/01/24/gucci-taps-toy-brand-superplastic-to-drop-10-supergucci-nfts-in-february
Bud Light: https://decrypt.co/91176/paris-hilton-gives-nfts-away-jimmy-fallons-tonight-show
Paris Hilton: https://decrypt.co/91176/paris-hilton-gives-nfts-away-jimmy-fallons-tonight-show
OpenSea: https://twitter.com/opensea_support/status/1486651385793769477?s=20
1:09:01 El Salvador Bitcoin
https://www.coindesk.com/business/2022/01/21/el-salvador-purchases-410-more-bitcoins-amid-market-drop
1:10:20 Bankless Hayden Adams
https://twitter.com/brianquintenz/status/1485329222453366790?s=21
1:12:47 Zuck Coin
https://www.bloomberg.com/news/articles/2022-01-25/zuckerberg-s-stablecoin-ambitions-unravel-with-diem-sale-talks
1:13:31 NYC Mayor Paid in Crypto
https://www.theblockcrypto.com/linked/131020/nyc-mayor-eric-adams-receives-first-paycheck-in-the-form-of-btc-and-eth
1:15:00 TAKES
1:16:00 This Isn’t 2018
https://twitter.com/ryansadams/status/1485979638698491909?s=21
1:17:34 Working Hard
https://www.reddit.com/r/antiwork/comments/scbw37/no_shit/
1:20:38 The Real Metaverse
https://twitter.com/haydenzadams/status/1486494690136539136?s=21
1:21:26 5 Reasons
https://newsletter.banklesshq.com/p/5-reasons-to-be-excited-for-the-bear-2eb
1:26:16 What David’s Excited About
https://twitter.com/TrustlessState/status/1486470697006166017?s=20
1:28:45 What Ryan’s Excited About
https://chat.blockscan.com/
1:30:30 MEME of the Week
https://twitter.com/LynAldenContact/status/1486431620525694983?s=20
Not financial or tax advice. Do your own research. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The Curve Wars are the DeFi trenches. Deep in the realm of liquidity and incentives, a battle of tokenomics rages on. Many might not be clued into the mountains being moved in the Curve War, but CurveMarketCap is here to settle it all.
Will there be one automated market maker to rule them all? Does he who control the liquidity control the universe? Tune in and find out!
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 CurveMarketCap aka Gerrit Hall
9:56 What is Curve?
16:15 The Curve Wars
24:52 Governance & Rewards
32:54 Convex Finance
40:01 Bribing as a Good?
48:00 The Curve Community
53:16 Valuing Convex & veTokens
57:33 Uniswap vs Curve v2
1:06:08 PAC.xyz
1:11:13 Closing & Disclaimers
Resources:
CurveMarketCap
https://twitter.com/CurveCap?s=20
Conway's Game of Life
https://newsletter.banklesshq.com/p/ether-is-equity
Llama Airforce
https://llama.airforce/#/convex/flyer
PAC:
https://www.pac.xyz/
PAC Discord:
https://discord.com/invite/Y95mnqewpb
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
With OpenSea hinting at a potential IPO in the future and LooksRare swooping in with a vampire sneak attack, it's clear that the war for top NFT Marketplace is starting to heat up. Who will come out on top?
Here to discuss this 4D chess match are some of the space's most influential thought leaders and returning guests: Eric Conner, Co-founder @ethhub_io, DC Investor, advisor and investor, Zeneca_33, investor and content creator, & Carly Reilly, host of Overpriced JPEGs.
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
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https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics:
0:00 - Intro
8:51 - Why humans trade JPEGs
13:31 - Non-OpenSea marketplace standouts
19:15 - What’s working/needs to be improved
26:26 - Social integration & plug-ins
31:26 - Fraud/spam prevention
38:06 - Socialization/financialization of everything
42:55 - NFTs on L2s & L1’s future
49:49 - Bullish NFT alpha
55:07 - The NFT x ETH correlation?
59:08 - Short-term vs. Long-term pumps…crash?
Resources:
Eric Conner's Twitter:
https://twitter.com/econoar
DC Investor's Twitter:
https://twitter.com/iamDCinvestor
Zeneca_33's Twitter:
https://twitter.com/Zeneca_33
Carly Reilly's Twitter:
https://twitter.com/carlypreilly
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Santiago Siri—or santi.eth on Twitter—is building Universal Basic Income on Ethereum through Proof of Humanity, the project he co-founded. As a community leader in the Ethereum space, Santi comes from Argentina, a country with a rich history of culture, inflation, corruption, resilience, and now… crypto.
Recently touring Argentina with Vitalik, Santi reveals fascinating anecdotes from their travels and exemplifies how Argentina is ripe for a crypto revolution. An internet native country with a catastrophic economic past, Argentina is a perfect breeding ground for crypto innovation and adoption.
Santi tells the story of Argentina from the second half of the 20th century to today’s landscape, and explains why he’s optimistic that a history of corruption and capital control can blossom into a brighter society with the growth of crypto.
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 What Santi Cares About
9:43 Growing Up in Argentina
17:30 Inflation & Cascading Events
30:50 The Argentine Culture
39:50 The Crypto Bounce
53:00 Swinging into Collectivism
1:04:38 Vitalik
1:10:20 Argentine Crypto Utility
1:18:54 Proof of Humanity & UBI
1:34:08 Why Optimistic?
1:39:24 Closing
Resources:
Santiago on Twitter
https://twitter.com/santisiri?s=20
Proof of Humanity
https://twitter.com/proofofhumanity?s=20
Democracy.Earth
https://democracy.earth/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Sam Englebardt is a co-founder and partner at Galaxy Digital, and is the founding general partner of Galaxy Interactive, which invests in next-generation interactive entertainment. He is also a content producer of film and television, working in a broad range of traditional & digital businesses. Richard Kim is a general partner at Galaxy Interactive, after a stint as COO at Galaxy Digital. These two guests are getting their hands dirty as the gaming, cultural, and technological worlds converge into the Metaverse. Trying to predict, invest, and help build this emerging phenomenon is a massive endeavor, but it’s one that we need to get right.
Exploring what the Metaverse actually is, how today’s internet compares to the digital worlds of the future, and optimizing the user experience comprise the core of this discussion—but we open it to understanding the skeptics in the space, as well game economies and tokenomics. Sam and Richard expect to see a mass exodus into the Metaverse over the next couple decades… how are you going to play the Metaverse game?
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 Sam & Richard of Galaxy
8:23 The Year of the Metaverse
13:33 The Gaming Gateway
17:09 Skeptical Pioneers
26:21 Value vs Price
29:30 Enabling, not Escape
36:27 Building Stakes that Matter
43:51 Steak and the Sizzle
47:45 Creating Meaning in the Metaverse
55:21 Social Sandboxes & Other Theses
1:02:55 Viewer Participation
1:07:54 The Power of Emergence
1:13:48 How the Thesis Changes
1:18:40 Overhyped? Top Signals?
1:27:08 Microsoft & Decentralization
1:34:02 Closing & Disclaimers
Resources:
Richard on Twitter
https://twitter.com/galaxyRTK?s=20
Sam on Twitter
https://twitter.com/samenglebardt?s=20
Galaxy Interactive’s Thesis
https://www.galaxyinteractive.io/thesis
Asmongold’s Rant
https://youtu.be/rgg768z2GRA
Metaverse Episodes
Defining the Metaverse
https://youtu.be/EqQiPseP_P8
Web3 Gaming 101 with Amy Wu
https://youtu.be/x-3wNEahNl4
The Crypto Gaming Revolution with Arianna Simpson
https://youtu.be/A_xsjqMcnCQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of January, 2022
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 MARKETS
4:37 BTC Price
5:40 ETH Price
7:37 Ratios, DeFi, BED
8:35 Year in ETH
https://stark.mirror.xyz/q3OnsK7mvfGtTQ72nfoxLyEV5lfYOqUfJIoKBx7BG1I
12:30 USDC vs Tether
13:53 Uniswap vs Curve
https://twitter.com/RyanWatkins_/status/1483640421502885888
15:28 Olympus Has Fallen
https://www.theblockcrypto.com/post/130597/olympusdaos-slide-continues-ohm-down-90-from-all-time-high
24:00 LooksRare
https://newsletter.banklesshq.com/p/looks-rare
27:25 OpenSea Volume
https://twitter.com/mattmedved/status/1482873703243390981?s=21
30:30 OpenSea & Dharma
https://twitter.com/Dharma_HQ/status/1483484717294964741?s=20
34:30 RELEASES
36:00 Polygon EIP-1559
https://twitter.com/0xPolygon/status/1483108516122570753?s=20
38:48 Polymarket Airdrop Futures
https://twitter.com/PolymarketHQ/status/1481710612317184007?s=20
41:11 Fendi x Ledger
https://twitter.com/fendi/status/1482426260676567041?s=21
43:00 CryptoStats
https://medium.com/crypto-stats/announcing-cryptostats-community-owned-data-metrics-ee47fee3c94d
44:05 Coinbase Permissionless
https://twitter.com/DeItaone/status/1484165697756356612?s=20
45:12 Raises
a16z: https://www.theblockcrypto.com/linked/130954/andreessen-horowitz-plans-to-raise-4-5-billion-for-new-crypto-funds
FTX: https://blockworks.co/ftx-launches-2b-venture-fund
Mechanism Gaming: https://blockworks.co/mechanism-capital-launches-100m-fund-focused-on-p2e-gaming/
POAP: https://medium.com/poap/poap-inc-raises-10m-to-accelerate-human-development-a2e36783258d
49:20 Jobs
https://pallet.xyz/list/bankless/jobs
50:00 NEWS
50:20 Fees.wtf… WTF?
https://thedefiant.io/airdrop-eth-fee/
52:44 Tether Blacklisting
https://twitter.com/CoinDesk/status/1481717424118448132
54:44 ETH 2 Client Diversity
https://twitter.com/sproulM_/status/1481109509544513539?s=20
59:20 Layer 2
Arbitrum: https://twitter.com/dmihal/status/1483767477452648455
Optimism: https://twitter.com/optimismpbc/status/1483510492077477889?s=21
Hop: https://twitter.com/HopProtocol/status/1483107395043840001?s=20
1:02:35 Instagram & Facebook NFTs
https://techcrunch.com/2022/01/20/facebook-and-instagram-may-help-you-create-and-sell-nfts
1:04:05 IreneDAO
https://opensea.io/collection/irenedao
1:06:00 China NFTs
https://twitter.com/Carnage4Life/status/1481604778077548544
1:07:34 GAP NFTs
https://blockworks.co/gap-releases-first-line-of-nfts-on-tezos-blockchain/
1:07:49 Walmart Metaverse
https://www.cnbc.com/2022/01/16/walmart-is-quietly-preparing-to-enter-the-metaverse.html
1:08:16 Microsoft Buys Activision
https://www.bloomberg.com/news/articles/2022-01-18/microsoft-to-buy-activision-blizzard-in-69-billion-gaming-deal
Take: https://twitter.com/TrustlessState/status/1483978042611437569?s=20
1:09:52 Coinbase x Mastercard
https://www.theblockcrypto.com/linked/130596/coinbase-mastercard-partnership-nft-cards
1:10:38 Bud Light x Nouns
https://mobile.twitter.com/punk4156/status/1483913013900062721
1:12:42 Serena Williams SoRare
https://twitter.com/Sorare/status/1484165886223298565
1:13:38 Solana NFT Volume
https://www.theblockcrypto.com/linked/130874/solana-nft-total-sales-volume-crosses-1-billion
1:14:01 Block Mining & Lightning
https://twitter.com/blockworks_/status/1481748064557846537?s=21
https://twitter.com/Kr00ney/status/1483449320984694785?s=20
1:15:02 Crypto.com Breach
https://www.theblockcrypto.com/post/130576/crypto-com-allegedly-suffers-15-million-breach-in-latest-exchange-heist?utm_source=feedly&utm_medium=rss
1:18:00 TAKES
1:19:30 Property vs Utility
https://twitter.com/jackbutcher/status/1482190266643750912?s=20
1:21:19 NFT Froth
https://twitter.com/stevefink/status/1483494468368187404?s=20
1:22:58 State of DeFi
https://twitter.com/The3D_/status/1484079429391425538?s=20
1:26:32 SEC vs Ethereum
https://twitter.com/RyanSAdams/status/1482358486126186499?s=20
1:28:55 What David’s Excited About
https://twitter.com/TrustlessState/status/1484189933749211139?s=20
1:31:44 What Ryan’s Excited About
https://twitter.com/RyanSAdams/status/1484180531281641473?s=20
1:34:05 MEME(s) OF THE WEEK
https://twitter.com/HopMemes_/status/1483499433274720258?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?
With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6::00 Jim Bianco's Back!
9:17 The Bond Market Got Killed
14:50 Inflation is a Problem
18:53 The Fed's Perspective
27:02 Signaling and Fedspeak
30:04 Transitory vs Reality
34:50 Rock and a Hard Place
43:08 What Should You Pay Attention To?
48:00 Crypto & Expecations
53:20 Deflation?
57:56 Positioning the Portfolio
1:00:11 A Centralized Metaverse
1:07:25 Closing & Disclaimers
Resources:
Jim on Twitter:
https://twitter.com/biancoresearch?s=20
Bianco Research:
https://www.biancoresearch.com/free-trial/?source=TWTR
Bond Market Thread:
https://twitter.com/biancoresearch/status/1480245516009152513?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jonathan Mann writes and publishes a song every single day. He's done this without missing a day since January 1st, 2009, and holds the Guinness World Record for most consecutive days writing a song.
His inspiration, passion, consistency, and all-around charm really comes through as he explores his journey in both music and crypto. Infatuated with the ideas and methodology behind CryptoPunks, he's launched his own NFT project for his daily songs with an accompanying DAO - SongADAO.
Creation, labor, value, and scarcity blend together in Jonathan's world. He exemplifies Layer 0 brilliantly -- a mortal human behind lines of code, expressed through music and commitment. When you stretch art this far, cool things emerge. Tune in to find out what they are!
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 Finding Crypto
8:33 Writing a Song a Day
16:14 Inspiration & Emotion
20:46 Creations & Crypto
24:16 Storytelling
28:20 One Thing a DAO
31:03 Because We Die
36:14 The Value of Scarcity
44:17 Product Market Fit
47:38 Proof of Work
55:20 The Song a Day NFT Project
1:00:53 SongADAO
1:04:36 Governance for Creators
1:10:29 Impacting Creativity
1:14:46 Community & Get Involved
Resources:
Jonathan on Twitter:
https://twitter.com/songadaymann?s=20
SongADAO:
https://songaday.world/songadao/
Fuckin Trolls:
https://fuckintrolls.lol/
Songs Hat:
https://cottonbureau.com/products/songs-hat#/12607532/dad-hat-unisex-yupoong-dad-hat-black-100percent-cotton-one-size-fits-all
Jonathan's Website:
https://www.jonathanmann.net/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Li Jin is a co-founder and general partner at Variant, a crypto fund investing in Web3 and what Li calls the Ownership Economy. Li is full of massive ideas about the past, present, and future of digital economies.
The core thesis? Next-generation networks grow faster and bigger. The phase we're seeing emerge now with Web3 and crypto is deeply fascinating, with potential to shift power and ownership into the hands of users and creators.
In this new paradigm, everyone is a creator, and everyone is an owner. In addition to her work at Variant, Li is also a painter and an accomplished writer on Substack. After her appearance on the Creator Economy Panel, we knew she had to come back on Bankless to dive deep—this time, into the Ownership Economy.
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-the-ownership-economy-li
📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT
https://bankless.cc/AltoIRA
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BANKLESS SPONSOR TOOLS:
👀 POLYGON | LAYER 2 DEFI
https://bankless.cc/Polygon
❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across
🦊 METAMASK | THE CRYPTO WALLET
https://bankless.cc/metamask
💳 LEDGER | THE CRYPTO LIFE CARD
https://bankless.cc/Ledger
🧙♂️ ALCHEMIX | SELF REPAYING LOANS
https://bankless.cc/Alchemix
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:30 Creator vs Ownership Economy
12:58 Phases of Economies
17:34 The Web3 Renaissance
21:53 Issues with the Early Internet
27:11 Original Sin
35:11 From Attention to Ownership
38:48 Digital Scarcity
47:41 Patronage Plus vs Regulation
52:59 100 True Fans
1:01:17 Programmable Business Models
1:09:17 DAOs & Community Ownership
1:14:48 Comparing Renaissances
1:21:36 Wealth Inequality
1:29:58 What YOU Can Do
1:35:23 What ELSE You Can Do
1:38:54 2022 Predictions
1:42:35 Closing & Disclaimers
Resources:
Li on Twitter:
https://twitter.com/ljin18?s=20
Li's Newsletter:
https://li.substack.com/
The Web3 Renaissance:
https://li.substack.com/p/the-web3-renaissance-a-golden-age
100 True Fans:
https://li-jin.co/2020/02/19/100-true-fans/
The Creator Economy:
https://shows.banklesshq.com/p/-panel-the-creator-economy-jesse
Tweets Mentioned:
https://twitter.com/ljin18/status/1434964132042846208
https://twitter.com/ljin18/status/1422928459425271811
https://twitter.com/ljin18/status/1404650885788098562
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Second Week of 2022
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:10 MARKETS
3:27 BTC Price
4:30 ETH Price
7:15 ETH BTC Ratio
8:15 Burning ETH
- Burners
- Visualized
14:56 Merge
https://twitter.com/RyanSAdams/status/1481280658135728129?s=20
16:55 DCF
https://twitter.com/RyanSAdams/status...
20:00 Uniswap on Polygon https://twitter.com/haydenzadams/stat...
21:54 Brave Passes 50m MAU https://www.coindesk.com/business/202...
24:00 RELEASES
25:00 LooksRare Airdrop
https://looksrare.org/
33:42 Fees.wtf Airdrop
https://fees.wtf/claim
34:55 Tally Wallet
https://blog.tally.cash/a-community-o...
35:54 GMI Index
https://twitter.com/indexcoop/status/...
37:10 Etherscan NFT Tracker https://twitter.com/etherscan/status/...
38:18 IMX Permissionless
https://twitter.com/Immutable/status/...
39:16 dYdX v4
https://dydx.exchange/blog/v4-full-de...
40:23 Optimism Explosion
https://www.optimism.io/
42:49 Zerion x Avalanche
https://twitter.com/zerion_io/status/...
43:04 Ramp x zkSync
https://www.argent.xyz/blog/ramp-x-usa/
44:09 FairX Coinbase Acquisition https://www.coindesk.com/business/202...
45:20 Jobs
https://pallet.xyz/list/bankless/jobs
46:00 NEWS
46:23 Inflation at 7%
https://www.cnbc.com/2022/01/12/cpi-d...
50:42 Moxie on Web3
https://moxie.org/2022/01/07/web3-fir...
Vitalik’s Response:
https://www.reddit.com/r/ethereum/com...
55:44 Arbitrum Outage
https://twitter.com/arbitrum/status/1...
59:00 AP NFTs on Polygon
https://thedefiant.io/nfts-associated...
1:00:09 Nas on Royal https://twitter.com/3LAU/status/14792...
1:01:23 Penguins Drama https://www.coindesk.com/business/202...
1:03:48 Doodles Soar https://thedefiant.io/doodles-nfts-fl...
1:04:54 World of Women https://boardroom.tv/guy-oseary-signs...
1:06:25 Top Shot Bans Users https://www.coindesk.com/business/202...
1:12:37 PayPal Stablecoin
https://twitter.com/Blockworks_/statu...
CBDC: https://blockworks.co/fed-chair-powel...
Tom Emmer: https://twitter.com/reptomemmer/statu...
1:16:46 Aarika Rhodes vs Brad Sherman https://www.fec.gov/data/receipts/?co...
1:21:00 TAKES
1:23:00 Zones of Sovereignty
https://twitter.com/VitalikButerin/st...
1:29:30 Esoteric Terms
https://twitter.com/sassal0x/status/1...
1:31:38 Cobie
https://twitter.com/BanklessHQ/status...
1:33:35 Preaching
https://twitter.com/RyanSAdams/status...
1:40:10 What David’s Excited About https://twitter.com/RyanSAdams/status...
1:41:25 What Ryan’s Excited About https://twitter.com/RyanSAdams/status...
1:43:55 MEME of the Week
https://twitter.com/sartoshi_nft/stat...
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
We think 2022 is going to be a huge year for Layer 2 scaling solutions. Cross-Chain protocols will be a crucial infrastructure for the great migration to L2s, allowing users to bridge assets across platforms.
Composability and user experience is the glue of modular blockchains, which optimize for decentralization, scaling, and cost. The projects and representatives each present cryptographic solutions for building a web of liquidity across the many suburbs of DeFi, where average users will live and engage.
GUESTS:
Ben Jones - Optimism
https://twitter.com/ben_chain?s=20
Hart Lambur - UMA
https://twitter.com/hal2001?s=20
Arjun Bhuptani - Connext
https://twitter.com/arjunbhuptani?s=20
Chris Whinfrey - Hop Protocol
https://twitter.com/WhinfreyChris?s=20
Vaibhav Chellani - MOVR
https://twitter.com/vaibhavchellani?s=20
ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Aarika Rhodes is running for Congress! Running against incumbent Brad Sherman, who is notoriously misinformed and anti-crypto, Aarika seeks to bring a more crypto-friendly approach to CA-32, representing much of the San Fernando Valley in Southern California.
A schoolteacher by profession, Aarika seems to be breathing fresh air into the stale political landscape. Here's her policy on crypto:
"Aarika believes in the right of every individual to manage their own finances and investments as they see fit. In Congress, Aarika will oppose any attempts to ban this emerging technology. Aarika is also a strong advocate for making sure financial literacy is taught in schools and for people being aware of the environmental impact of their investments."
Learn more about Aarika: https://www.aarikaforcongress.com/
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:30 Aarika Rhodes
11:33 Why Get Involved?
16:42 Anti-Crypto Policies
21:09 California's 32nd District
25:17 How America Can Win Crypto
30:00 The Youth & Environment
34:15 Web3 vs Banking
38:11 Financial Literacy
42:31 The Campaign
46:09 Proactive in the Community
47:58 The Single-Issue Voter
50:29 Closing & Disclaimers
Resources:
Aarika on Twitter:
https://twitter.com/AarikaRhodes?s=20
Aarika's Tweet:
https://twitter.com/AarikaRhodes/status/1468647038925500418?s=20
Get Involved:
https://www.aarikaforcongress.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Udi Wertheimer is a notorious persona on crypto twitter and is endlessly difficult to pin down. At the very least, Udi is an interesting and unique character, describing himself as a cynical optimist with a tendency to antagonize and troll.
Udi is also insightful and pragmatic, constantly making connections and critiques of the space with a sharp eye and a relentless desire to call things out when he disagrees. He blurs a lot of lines, and you always have to be on your toes when Udi’s around.
There’s value in having members in the community who never give the benefit of the doubt and act as a philosophical razor for the space. Udi is full of takes, and this conversation twists and turns through the entirety of crypto—trading, culture, communities, memes, the metaverse, and beyond.
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:30 Udi, a Meme Tactition
9:08 Trading Ponzis
15:58 Not Changing the World
22:22 Optimism, Memes, Community
30:20 Winners & Decentralization
38:33 Composability & User Experience
42:14 SBF and Competition
49:10 Culture & Meme Communities
55:30 Bitcoin Twitter vs Bitcoin Reality
1:01:00 Pricing Values
1:06:30 Critique of Ethereum & Bankless
1:14:53 2022, Metaverse, Resolutions
1:22:19 Closing & Disclaimers
Resources:
Udi on Twitter:
https://twitter.com/udiWertheimer?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
🎉 Happy 100th Episode 🎉
Cobie, fka Crypto Cobain, is a cultural staple in the crypto space. Wearing many hats as a narrative investor, thought leader, and memelord, we dive into the brain of one of our favorite crypto characters.
Having been in crypto for nearly a decade, Cobie tells us his keys to surviving in crypto and what it takes to last long term. We also dive into how much decentralization matters, roles and responsibilities in shaping the world around us, and his outlook for 2022 and beyond.
Cobie advises a healthy dose of skepticism and curiosity, and describes himself as a reality maximalist. He’s gone on an absolute tear recently, dropping a series of excellent thought piece articles that establish mental models for understanding narratives across the ecosystem.
We also go through moral alignment charts and ask Cobie the big question… What does he think of Bankless?
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/debrief-cobie
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:30 How Cobie Survives in Crypto
13:41 Early Discoveries
21:22 Reality Maximalism
32:38 Responsibility & Roles
43:39 Tribes, Decentralization, Utility
53:10 Profit Maximalism
1:01:31 Staking & Incentives
1:10:42 Wins and Losses
1:19:20 Crypto Brain & Culture
1:28:45 Wealth & Purpose
1:36:18 Chaotic Good & UpOnly
1:39:58 Judging Others
1:54:00 Bullish or Bearish in 2022
2:00:42 Closing & Disclaimers
Resources:
Cobie on Twitter
https://twitter.com/cobie?s=20
UpOnly
https://uponly.tv/
Cobie’s Newsletter
https://cobie.substack.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
First Week of 2022
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
EF Research Team AMA
https://www.reddit.com/r/ethereum/comments/rwojtk/ama_we_are_the_efs_research_team_pt_7_07_january/
5:15 MARKETS
5:34 BTC Price
6:20 ETH Price
6:43 ETH BTC Ratio
7:26 Why Down?
https://www.coindesk.com/markets/2022/01/05/bitcoin-falls-to-1-month-low-as-fed-minutes-reveal-talks-to-shrink-balance-sheet/
10:50 MetaMask MAU
https://twitter.com/ljin18/status/1478122393084305410?s=21
12:36 Electric Capital Dev Report
https://twitter.com/avichal/status/1478776674648944641
18:07 NFT Markets
https://decrypt.co/89653/ethereum-nft-market-soars-first-days-2022-opensea-3b
https://metaversal.banklesshq.com/p/state-of-the-nfts
https://twitter.com/masonnystrom/status/1472671834239766528?s=20
26:00 RELEASES
27:45 Zapper NFT Notifications
https://twitter.com/sebaudet26/status/1477695744245219329?s=21
29:03 Aave Mobile Wallet
https://twitter.com/stanikulechov/status/1477067176733335556?s=21
29:52 BitGo Index Coop
https://twitter.com/bitgo/status/1478750888059715592?s=21
30:42 Multidimensional EIP 1559
https://twitter.com/VitalikButerin/status/1478798036667150346?s=20
33:47 OpenSea Raise
https://www.coindesk.com/business/2022/01/05/nft-marketplace-opensea-valued-at-133b-in-300m-funding-round-report/
Dharma Rumor? https://www.axios.com/opensea-nft-dharma-acquire-f6df00d5-1cc0-463a-95fd-2f5039947ed8.html
36:30 Jobs
https://pallet.xyz/list/bankless/jobs
37:30 NEWS
37:47 Vitalik Podcast
https://cointelegraph.com/news/we-are-50-of-the-way-there-says-vitalik-on-ethereum-s-development
40:02 Aave Arc
https://www.coindesk.com/business/2022/01/05/fireblocks-whitelists-30-trading-firms-for-aaves-institutional-defi-debut/
44:03 Aave on StarkNet
https://governance.aave.com/t/arc-deploying-aave-on-starknet/6726
45:05 Game Overwhelms Polygon
https://thedefiant.io/sunflower-game-causes-polygon-fee-spike/
46:45 Solana Performance
https://polynya.medium.com/transaction-quality-trilemma-4af36704590b
Dan’s Take: https://twitter.com/delitzer/status/1479140747353870337?s=20
52:20 Buying Stolen NFTs
https://twitter.com/marcograssi_/status/1478872167328751618?s=21
57:29 Freezing Bored Apes
https://cointelegraph.com/news/opensea-freezes-2-2m-of-stolen-bored-apes
59:35 Fake Bored Apes
https://www.theverge.com/2021/12/30/22860010/bored-ape-yacht-club-payc-phayc-copycat-nft
1:02:12 Eminem
https://twitter.com/Eminem
1:03:23 Samsung NFTVs
https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=11853b4ecf&e=ba752c823c
Metaverse: https://www.theblockcrypto.com/post/129380/samsung-metaverse-flagship-837-store-decentraland
1:05:30 BTC Environmental Oversight
https://www.theblockcrypto.com/linked/129336/congress-is-preparing-an-oversight-hearing-on-bitcoin-minings-environmental-impact-sources
1:09:20 Kazakhstan Internet
https://www.theblockcrypto.com/post/129312/bitcoin-mining-pool-hashrates-fall-amid-kazakhstan-internet-shutdown
1:12:04 CFTC Fines Polymarket
https://www.coindesk.com/policy/2022/01/04/polymarkets-cftc-fine-hints-at-defi-regulation-roadmap/?outputType=amp
1:15:52 Tether Freezes a Million
https://www.theblockcrypto.com/post/129133/tether-freezes-over-1-million-usdt-single-address
1:16:32 China’s Digital Yuan Wallet
https://www.theblockcrypto.com/linked/129081/chinas-digital-yuan-wallet-goes-live-on-app-stores-in-pilot-mode
1:19:00 TAKES
1:20:00 Protocol Mafias
https://twitter.com/jai_bhavnani/status/1477515100940500992?s=20
1:22:20 Lawyer Fees
https://twitter.com/balajis/status/1478425001900457985?s=20
1:25:16 Goldfish Market
https://twitter.com/CatfishFishy/status/1478384991491047428?s=20
1:28:01 Degens & Boomers
https://twitter.com/sassal0x/status/1478702153271169024?s=20
1:31:32 Greed Ruins Games
https://www.reddit.com/r/CryptoCurrency/comments/rwlo57/nfts_wont_ruin_computer_games_greedy_game/
1:32:09 Bull Supply Bear Demand
https://twitter.com/AltcoinPsycho/status/1478643223027273730
1:32:57 What David’s Excited About
1:33:54 What Ryan’s Excited About
1:36:30 MEME of the Week
https://twitter.com/TrustlessState/status/1478096910871191554?s=20
Not financial or tax advice. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In the latter half of 2021, Jai Bhavnani of Rari Capital and Joey Santoro of FEI Protocol went to each other's governance forums and proposed the FEI RARI token merge: the biggest protocol merger that we've ever seen in the space.
The concept garnered high engagement and a ton of community response, and the formal votes received overwhelming support on both sides. This unprecedented merge is a historical moment for DAOs. The verticalization of DeFi is happening with new 'mafias' emerging in several corners of DeFi. Uniting capital efficiency, values, and communities, we are right alongside Jai with his excitement to see how this all plays out.
With new conversations of anti-trust and competition, it's clear that the DAO space is continuing to mature. Integrated DeFi stacks are increasingly exciting, and in this episode, we dive into the details with two pioneers of interDAO relationships.
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:50 The TribeDAO Merger
10:48 Rari Capital & FEI
13:37 FEI & Rari Capital
17:14 Liquidity Engines
24:36 Turbo Verticalization
29:12 Aligning Incentives
32:08 The God Theory of DAOs
35:19 RGT & Operations
40:53 The Broader DAO Space
46:36 Anti-Trust in Crypto
52:36 TribeDAO Roadmap
56:42 Closing & Disclaimers
Resources:
Jai on Twitter:
https://twitter.com/jai_bhavnani?s=20
Joey on Twitter:
https://twitter.com/joey__santoro?s=20
FEI:
https://twitter.com/feiprotocol?s=20
Rari:
https://twitter.com/RariCapital?s=20
Jai's Forum Post:
https://tribe.fei.money/t/fip-51-fei-rari-token-merge/3642
Joey's Forum Post:
https://forums.rari.capital/d/177-feirari-token-merge
Swap RGT for TRIBE:
https://feirari-swap-interface.vercel.app/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Cooper Turley is all in, all the time. He’s been that way since he was a kid. In the crypto space, it truly seems like he’s everywhere at once. He knows everyone and has his hands in nearly every relevant project.
However, none of this happened by chance. Cooper is a champion of the grinder mindset, and it echoes through everything he touches. His approach to his career, relationships, and self-improvement buzzes with a productive energy to build and bring value to all that he does. We all have something to learn from Cooper Turley.
As crypto continues to mature, it’s clear that big things are lined up for Cooper. We can’t wait to see what he comes up with next.
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
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⚖️ ARBITRUM | SCALING ETHEREUM
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🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:39 Cooper Turley & Runescpe
9:22 Grinding & Sports
13:18 Video Starts
15:19 College & Music
18:36 Mindfulness & Schedule
25:38 Crypto in 2017
33:26 Bear Market Building
40:59 Working on Everything
45:31 🔥_🔥
51:08 Hollywood Cooper IRL
57:48 Bull Market Behavior
1:00:49 Intersecting Crypto & Culture
1:05:14 A Horizontal Approach
1:12:01 On the Road
1:16:21 Closing & Disclaimers
Resources:
Cooper on Twitter:
https://twitter.com/Cooopahtroopa?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Ethereum founder Vitalik Buterin returns to the podcast to discuss his recent article Endgame, as well as the massive year we observed in 2021. From the future of Ethereum to the rise of alternative Layer 1 platforms, it only makes sense to kick off 2022 by exploring how far we’ve come and figuring out where we’re headed.
How far are we along on Ethereum’s roadmap? What challenges lie ahead?
In a recent tweet, Vitalik posted a graphic of the updated progress of the Ethereum roadmap, and there are five throughlines that are progressing in parallel:
• The Merge
• The Surge
• The Verge
• The Purge
• The Splurge
We dive into what each of these means, as well as discuss what Ethereum will look like as these milestones are met. Holding this up against conversations of maximalism and alternative L1s, now is the time to start asking the big questions.
✨ WATCH THE DEBRIEF ✨
https://youtu.be/v__0GOC-XYE
📣 ONJUNO | Crypto from your Checking Account!
https://bankless.cc/OnJuno
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | SMART ORDER ROUTING
https://bankless.cc/Matcha
🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING
https://bankless.cc/Slingshot
🏦 GEMINI | TURN FIAT INTO CRYPTO
https://bankless.cc/Gemini
🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:09 Debrief
7:27 Vitalik Returns after 2021
11:40 2021 Ethereum Milestones
16:33 Roadmap Progress
19:35 The Merge (Proof of Stake)
24:20 The Surge (Rollups & Sharding)
32:59 Life after Sharding
42:40 The Verge (Verkle Trees)
49:35 The Purge (History Expiry)
57:03 State Expiry & Snake
1:03:40 Snakes & States
1:08:20 The Splurge (Everything Else)
1:15:20 What Makes Vitalik Happy
1:20:17 Rise of Alt Layer 1s
1:26:03 Gas Costs & Decentralization
1:29:11 Maximalism
1:34:03 Endgame
1:40:16 Alt L1s and Rollups
1:44:02 Multi-Rollup World
1:49:21 The Ground Floor
1:53:56 Solving the World’s Problems
1:58:33 Closing & Disclaimers
Resources:
VITALIK'S ARTICLES
Endgame
https://vitalik.ca/general/2021/12/06/endgame.html
The Limits to Blockchain Scalability
https://vitalik.ca/general/2021/05/23/scaling.html
Verkle Trees
https://vitalik.ca/general/2021/06/18/verkle.html
Pragmatic Destruction of Self-Destruct
https://hackmd.io/@vbuterin/selfdestruct
Crypto Cities
https://vitalik.ca/general/2021/10/31/cities.html
Legitimacy
https://vitalik.ca/general/2021/03/23/legitimacy.html
Moving beyond coin voting governance
https://vitalik.ca/general/2021/08/16/voting3.html
VITALIK ON BANKLESS
Legitimacy
https://shows.banklesshq.com/p/-legitimacy-vitalik-buterin
Beyond Coin Voting
https://shows.banklesshq.com/p/beyond-coin-voting-vitalik-buterin
Vitalik Speaks (Playlist)
https://youtube.com/playlist?list=PLmkdAgtxf3agqnA5IieA7OkKBjlhx9mn-
MISC.
Roadmap Tweet
https://twitter.com/VitalikButerin/status/1466411377107558402?s=20
Merge Testnet
https://kintsugi.themerge.dev/
ETH TPS
https://ethtps.info/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last Week of 2021
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
2:20 MARKETS
2:35 BTC Price
3:05 ETH Price
5:24 ETH/BTC Ratio
5:47 BED Index
https://www.indexcoop.com/bed
6:06 Dex Volume
https://www.theblockcrypto.com/linked/128500/decentralized-exchanges-saw-over-1-trillion-in-trading-volume-this-year
7:45 YFI Tokenomics
https://thedefiant.io/yearn-tokenomics-change/
11:00 RELEASES & RAISES
12:30 Shopify NFTs
https://www.shopify.com/nft
14:29 Opera Polygon
https://twitter.com/opera/status/1473654561059446784?s=21
16:23 Clarity DAO Tool
https://twitter.com/clarityteams/status/1471913111309504512?s=21
17:27 Parachains on Polkadot
https://www.theblockcrypto.com/linked/128026/parachains-officially-launch-on-polkadot-network
18:30 BitMEX Token
https://www.coindesk.com/markets/2021/12/21/bitmex-announces-bmex-tokens-to-revive-retail-interest/
20:20 Hashflow HFT Token
https://twitter.com/hashflownetwork/status/1473463052951760899?s=20
20:59 Huobi on Arbitrum
https://twitter.com/HuobiGlobal/status/1476045335357132801
21:54 Alexis Ohanian & Polygon
https://twitter.com/VentureBeat/status/1471857751223582728?s=20
23:35 Figment
https://www.coindesk.com/business/2021/12/20/figment-reaches-unicorn-status-with-110m-series-c/
25:25 B.Protocol
https://www.coindesk.com/business/2021/12/22/bprotocol-raises-22m-to-backstop-defi-liquidations/
27:25 Jobs
https://pallet.xyz/list/bankless/jobs
NEWS
28:59 Airdrop Szn
SOS: https://www.coindesk.com/business/2021/12/28/opendaos-sos-token-hits-250m-market-cap-despite-unclear-goals-security-risks/
GIV: https://giv.giveth.io/
GasDAO: https://mirror.xyz/gasdao.eth/AwZGIpiVuIOkcwUaKqn4ZdcI4MetmYmvVdnuZsNZlaQ
32:06 Merge Testnet
https://blog.ethereum.org/2021/12/20/kintsugi-merge-testnet/
32:53 Polygon Bug
https://www.theblockcrypto.com/post/128784/polygon-critical-bug-24-billion-matic-tokens-at-risk-hard-fork
34:41 FEI RARI Merge
https://www.coindesk.com/tech/2021/12/21/rari-capital-fei-protocol-token-holders-approve-multibillion-dollar-defi-merger/
36:24 Mastercard & Consensys
https://www.coindesk.com/business/2021/12/16/consensys-collaborates-with-mastercard-on-new-ethereum-scaling-solution/
37:32 RadioShack
https://decrypt.co/88712/yes-radioshack-pivoted-defi
39:17 BlockbusterDAO
https://www.theblockcrypto.com/linked/128564/a-dao-wants-to-buy-blockbuster-and-turn-it-into-a-decentralized-film-streaming-service
39:49 Jeopardy
https://twitter.com/davidesilverman/status/1475989132598026240?s=21
40:50 .eth Leaderboard
https://twitter.com/ethleaderboard/status/1476647213044416512
41:58 Apes Flip Punks
https://www.theblockcrypto.com/post/128338/bored-ape-yacht-club-nft-flip-cryptopunks-floor-price
44:32 Adidas NFTs
https://www.theverge.com/2021/12/17/22843104/adidas-nfts-metaverse-sold-bored-ape
45:33 Weeknd NFTs
https://decrypt.co/88839/the-weeknd-releases-ethereum-nfts-via-tom-bradys-autograph-platform
46:02 Meta Web3 Compatibility
https://decrypt.co/89153/meta-targeting-deep-compatibility-blockchain-web-3-incoming-cto
47:42 Jack vs Web3
https://twitter.com/jack/status/1473139010197508098?s=20
55:12 Ray Dalio
https://blockworks.co/ray-dalio-crypto-should-be-part-of-a-diversified-portfolio
57:00 Kraken Acquires Staked
https://www.theblockcrypto.com/linked/128294/crypto-exchange-kraken-acquires-staking-startup-staked
1:00:11 Web3 Candidates
https://blockworks.co/a16z-poll-voters-will-prefer-candidate-that-supports-web3/
1:02:30 TAKES
1:03:30 Decentralization is Insurance
https://twitter.com/hughkarp/status/1471446570382118916?s=21
1:07:03 Hacks vs Banks
https://twitter.com/lay2000lbs/status/1472691654121426966?s=21
1:07:59 BTC vs ETH
https://twitter.com/stakeborg/status/1474327539657342976?s=21
1:09:53 Risk is Relative
https://twitter.com/danielgothits/status/1474904081072209920?s=21
1:13:10 What David’s Excited* About
1:15:32 What Ryan’s Excited About
1:17:02 MEME of the Week
https://twitter.com/BanklessHQ/status/1474270619189473280?s=20
1:17:28 Closing & Disclaimers
Not financial or tax advice. Do your own research.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.
There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.
Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered
0:00 Intro
4:00 Reflections on 2021
8:43 Reviewing our Predictions
5 Things We Got Right
17:53 Multi-Trillion Dollar Asset Class
23:14 ETH Strong Against BTC
27:20 ETH is Money
31:40 It’s Raining Airdrops
33:03 DeFi Usage
5 Things that Surprised Us
34:10 NFTs Exploding
38:45 Axie Infinity
41:47 Web3
45:15 DeFi Lagging
49:00 Alt-L1 Tokens
5 New Mental Models
55:17 Cryptography
58:17 Legitimacy
1:01:56 Ultra Sound Money
1:05:38 Modular vs Monolithic
1:09:54 Crypto Renaissance
1:14:50 5 Bets for 2022
1:17:31 Bullish Blockspace
1:21:34 Next Gen DeFi
1:24:33 DAOs
1:27:00 Crypto Gaming
1:29:16 Decentralized Identity
1:33:30 Is 2022 A Bullish Year?
1:39:18 Closing & Disclaimers
Resources:
5 Things We Got Right
https://newsletter.banklesshq.com/p/5-things-we-got-right
Ultra Sound Money
https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
Ultimate Guide to Airdrops
https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops
The Crypto Renaissance
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal
Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum
5 Mental Models for Web3
https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
As the year comes to a close, it's time to ask ourselves: What are the Hottest Stories of 2021?
This has been an unquestionably historic year for Web3, and massive events happened both in and outside of the space. From NFTs to the Infrastructure Bill, we narrowed down this year into 20 overarching themes and narratives.
What will take the #1 spot? Spoiler: it's not Ryan's Tiny Turtle.
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
6:30 20 | New All Time Highs
8:33 19 | GME & Memestonks
https://markets.businessinsider.com/news/stocks/gamestop-stock-short-seller-squeeze-losses-reddit-traders-citron-gme-2021-1
11:17 18 | Michael Saylor & Tesla
https://www.virginiabusiness.com/article/microstrategy-buys-414m-more-bitcoin-in-q4/
https://www.cnbc.com/2021/02/08/tesla-buys-1point5-billion-in-bitcoin.html
12:58 17 | Rise of Layer 2s
https://l2beat.com/
14:54 16 | DeFi over CeFi
https://twitter.com/haydenzadams/status/1361356927226310668?s=20
https://twitter.com/AntonioMJuliano/status/1442234625120608256?s=20
17:03 15 | China Ban
https://youtu.be/Cz14dpWxgKk
20:12 14 | El Salvador
https://www.npr.org/2021/09/07/1034838909/bitcoin-el-salvador-legal-tender-official-currency-cryptocurrency
22:25 13 | Beeple $69M Sale
https://www.businessinsider.com/art-auction-nft-beeple-top-selling-most-expensive-sale-millions-2021-3
25:01 12 | Punks, Apes, and PFPs
https://www.theblockcrypto.com/post/116715/collection-of-bored-ape-nfts-break-sothebys-estimates-with-3-days-to-go
https://www.sothebys.com/en/digital-catalogues/sealed-cryptopunks-five-punks-on-paper
29:28 11 | Axie Infinity
https://twitter.com/Psycheout86/status/1423719170315800581?s=20
32:00 10 | OpenSea Sales Volume
https://beincrypto.com/opensea-crosses-10-billion-in-all-time-sales-volumes/
36:50 9 | Coinbase IPO
https://www.theblockcrypto.com/linked/100235/coinbase-direct-listing-april-nasdaq
40:15 8 | Gary Gensler
https://www.theblockcrypto.com/linked/101595/us-senate-confirms-gary-gensler-as-joe-bidens-sec-commissioner
44:25 7 | Constitution DAO
https://www.theverge.com/22820563/constitution-meme-47-million-crypto-crowdfunding-blockchain-ethereum-constitution
47:20 6 | EIP-1559
https://blockworks.co/eip-1559-is-live-thanks-to-ethereums-london-hard-fork/
50:20 5 | Ultra Sound Money
https://ultrasound.money/
53:50 4 | Gas Fees
https://twitter.com/drakefjustin/status/1392556085941350400?s=20
57:03 3 | Alt Layer 1s
https://defillama.com/chains
1:00:12 2 | Infrastructure Bill
https://www.theblockcrypto.com/linked/112877/white-house-says-crypto-tax-enforcement-will-help-pay-for-bipartisan-infrastructure-deal
https://twitter.com/jchervinsky/status/1421150344051048451
1:04:45 1 | Inflation
https://twitter.com/LynAldenContact/status/1414948397233082372?s=20
https://twitter.com/biancoresearch/status/1469722686939140101?s=20
1:09:40 Honorable Mentions
1:14:20 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Anthony Sassano, DC Investor, and Cyrus Younessi return to Bankless to complete the Bull Case for Ethereum Trilogy. Comparing this episode with the previous two Bull Cases, we can see what has held up so far and what we have to look forward to in 2022.
Spoiler: these guys have gotten a lot of things right.
Covering topics like the meteoric rise of NFTs, the BTC Flippening, and Ethereum Maximalism, there remains much to be incredibly excited about as we close out a historic 2021. While macro conditions remain uncertain, the conditions of the crypto markets and ecosystems are perhaps surprisingly more digestible.
With the Proof-of-Stake merge on the way and the modular blockchain thesis taking shape, the inevitable conclusion is that ETH is destined to go up.
What’s 2022 going to look like? No one knows for sure, but this episode left us feeling incredibly bullish.
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
5:45 Recapping the Prequels
10:21 Crypto in 2021
17:09 Narratives and Scaling
23:21 The Cultural Asset Layer
27:57 Core Value Pillars
35:34 Do the People Know?
40:24 PoS and Monetary Policy
46:45 Bullish APY
52:52 The Merge and Price
57:12 Users & Gas Fees
1:05:59 Layer 1s & Modular Blockchains
1:09:40 Extreme Decentralization
1:12:15 Chains that Care
1:18:00 Maximalism
1:22:42 Is ETH Going to Scale?
1:28:09 Market Conditions
1:38:10 The Flippening & Price Predictions
1:46:14 Closing & Disclaimers
Resources:
DC Investor on Twitter
https://twitter.com/iamDCinvestor?s=20
Anthony Sassano on Twitter
https://twitter.com/sassal0x?s=20
Cyrus Younessi on Twitter
https://twitter.com/cyounessi1?s=20
Bull Case for Ethereum I
https://youtu.be/36HkwlqfBaQ
Bull Case for Ethereum II
https://youtu.be/85M3yGvzCe4
Ultra Sound Money
https://www.youtube.com/watch?v=bWqhn1hXvVc&t=0s
Ultra Scalable Ethereum
https://youtu.be/xjxyjgWiqLE
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of December, 2021
📣 HASHFLOW | POOL & TRADE OTC
https://bankless.cc/Hashflow
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
Permissionless Conference 2022:
https://newsletter.banklesshq.com/p/discount-to-permissionless-2022
4:00 MARKETS
4:19 BTC Price
5:16 ETH Price
6:15 ETH/BTC Ratio
7:34 Inflation
https://twitter.com/biancoresearch/status/1469722686939140101?s=20
11:56 Issuance Tracker
https://twitter.com/dmihal/status/1468950264304467971
19:34 Sotheby’s Sales
https://twitter.com/TheBlock__/status/1471169594802987021?s=20
21:00 RELEASES
22:15 Optimism Floodgates
https://thedefiant.io/optimism-removes-whitelist/
24:27 ETHGlobal 2022
https://ethglobal.medium.com/announcing-the-ethglobal-2022-season-51a7906bb3a4
25:25 Balancer Boosted Pools
https://fernandocmartinelli.medium.com/ba3daadb59f9
26:37 Superfluid on L2
https://twitter.com/Superfluid_HQ/status/1471176342733479936?s=20
28:20 Forgotten Runes RPG
https://twitter.com/forgottenrunes/status/1471197252437741573?s=20
29:15 Bitwise NFT Index
https://twitter.com/matt_hougan/status/1471489244824674306?s=21
30:45 Aztec Connect
https://medium.com/@aztecnetwork/beb2982a92f3
33:07 Slingshot
https://www.coindesk.com/business/2021/12/09/defi-trading-platform-slingshot-raises-15m-led-by-ribbit-capital/
33:37 RAISES
37:38 Jobs
https://pallet.xyz/list/bankless/jobs
38:45 NEWS
39:12 Ether Capital
https://www.businesswire.com/news/home/20211215005502/en/Ether-Capital-Corporation-Announces-First-Commitment-to-Ethereum-Staking
40:12 Polygon Zero
https://www.theblockcrypto.com/post/126991/polygon-acquires-mir-protocol-400-million-zk-rollups
41:48 Uniswap Polygon
https://app.uniswap.org/#/vote/2/10
42:23 Ledger Debit Card
https://www.theblockcrypto.com/post/126914/ledger-unveils-crypto-debit-card-partners-with-ftx-coinbase-rarible
43:46 ETH Client Validators
https://twitter.com/AyaMiyagotchi/status/1470654120180649986
45:30 Aave v3
https://twitter.com/StaniKulechov/status/1470874379152150535?s=20
46:16 Nike & RTFKT
https://twitter.com/Nike/status/1470504318671458307?s=20
47:16 Marvel & Disney
https://twitter.com/Immutable/status/1471178240643448837
48:35 Mintable & IMX
https://twitter.com/epolynya/status/1470251518741811205?s=21
50:29 CryptoPunk $10M Sale
https://www.theblockcrypto.com/linked/127049/a-rare-cryptopunk-has-sold-at-a-record-10-2-million
51:35 Dr Seuss NFTs
https://www.hollywoodreporter.com/business/digital/dr-seuss-nft-seussibles-1235062806/
52:12 BTC Core Devs
https://twitter.com/mikeinspace/status/1469377581015355397?s=21
53:27 90% of Bitcoin Mined
https://www.theblockcrypto.com/post/127275/90-of-all-bitcoin-has-now-been-mined
53:55 Coinbase Earn
https://blog.coinbase.com/coinbase-makes-it-easy-to-earn-yield-with-defi-bd38156e2715
57:45 Facebook Stole Meta
https://www.nytimes.com/2021/12/13/technology/instagram-handle-metaverse.html
1:00:32 Elizabeth Warren
https://twitter.com/senwarren/status/1470843764843458560?s=21
1:03:03 Hester Peirce
https://twitter.com/HesterPeirce/status/1470475491580825601?s=20
1:04:34 Russia Ban
https://cointelegraph.com/news/bank-of-russia-to-ban-mutual-funds-from-investing-in-bitcoin
1:04:55 IMF
https://www.theblockcrypto.com/linked/127218/imf-advocates-for-coordinated-crypto-policy-among-the-worlds-governments
1:06:19 Quick Takes
Katie Haun a16z
https://www.theblockcrypto.com/linked/127672/katie-haun-to-depart-a16z-form-new-fund-focused-on-crypto-and-web3-report
Kevin Durant
https://www.bloomberg.com/news/articles/2021-12-15/nba-star-kevin-durant-signs-deal-to-promote-crypto-platform-coinbase
1:08:00 TAKES
1:09:00 POAPs are Memories
https://twitter.com/izgnzlz/status/1470789729348112386
1:11:29 Linguistics
https://twitter.com/RyanSAdams/status/1469054916966682624?s=20
1:14:13 Decentralization
https://twitter.com/RealNatashaChe/status/1470560283215159297?s=20
1:18:48 Moloch
https://twitter.com/TrustlessState/status/1470943188105846785?s=20
1:21:37 Optimists
https://twitter.com/TrustlessState/status/1464638114048065539?s=20
1:24:35 What David’s Excited About
1:26:19 What Ryan’s Excited About
1:27:58 MEME of the Week
1:29:00 Closing & Disclaimers
Not financial or tax advice. Do your own research.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Ryan Selkis is the Founder and CEO the data analytics platform Messari. In Ryan's past Bankless appearances, we've debated ETH as money and the Triple Point Asset thesis. We've tackled crypto regulation and taking an aggressive stance on policy.
Now it's time to add it all together and decide what's next—what's important for the industry and the world as we head into 2022. Ryan wrote a 150+ page beast of a report titled 'Crypto Theses for 2022,' which covers the space from top to bottom. From DAOs and DeFi to Regulation and NFTs, there is no stone left unturned in this report.
In this episode, we digest the mountain of information Ryan puts together on an annual basis to answer the question: What's in store for Crypto in 2022?
METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
7:00 Ryan Selkis & Institutional Trust
14:30 Web3 is Inevitable
22:08 Inflation & Use Cases
32:47 WAGMI
37:45 The Fall of China
42:52 The American Battleground
46:55 The Regulator Side
56:28 The Crypto Coalition
1:02:20 NFTs & Metaverse
1:09:48 ETH's Q3 Earnings Report
1:16:47 ETH Killer Valuations
1:20:41 ETH is Money Debate
1:25:33 Closing & Disclaimers
Resources:
Ryan on Twitter:
https://twitter.com/twobitidiot?s=20
The Crypto Theses:
https://twitter.com/twobitidiot/status/1466438779196039175?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
What is Crypto Gaming? Why is it important? What about Gaming NFTs? This is what we explore in this episode with Amy Wu, partner at Lightspeed Venture Partners. This is Crypto Gaming 101.
The Web3 Gaming space is emerging from all sorts of angles, from normies to hardcore gamers to crypto natives—and each has a role to play as the ecosystem matures.
Here are the 5 questions to answer in this episode:
- What is Crypto Gaming and why is it important? What about casual & mobile gaming?
- How do you identify the next Axie Infinity?
- Why are Guilds important? Are they a good investment?
- How do you earn in Crypto Gaming?
- Where does meaning, value, and identity come into play? What about fun?
With the Crypto Gaming Revolution well under way, Amy walks us through the fundamentals of the space and how to approach the future.
📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:15 The Conference Experience
6:44 TradArt and NFTs
10:11 Metaverso
13:14 Crypto IRL
16:20 The Panel
19:40 FreeRoss DAO
21:38 The Panelists
24:28 The Potential of NFTs
29:00 More than Fractionalizing
33:45 Liquidity
39:33 Pricing Assets
46:50 Community
54:34 Regulatory Issues
1:00:22 Use Cases
Resources:
Amy on Twitter
https://twitter.com/amytongwu?s=20
Lightspeed Venture Partners
https://twitter.com/lightspeedvp?s=20
The Crypto Gaming Revolution
https://shows.banklesshq.com/p/the-crypto-gaming-revolution
The Rise of Axie
https://shows.banklesshq.com/p/the-rise-of-axie-infinity-jeff-jiho
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of December, 2021
📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:30 MARKETS
5:16 BTC Price
5:40 ETH Price
8:00 ETH/BTC Ratio
10:16 DeFi Action
https://www.indexcoop.com/bed
12:52 DAI is Decentralizing
https://twitter.com/hosseeb/status/1465574280217825288
13:45 Web3 Heating Up
https://twitter.com/cdixon/status/1467293295898284032?s=21
14:58 3AC Buying ETH
https://www.coindesk.com/markets/2021/12/08/crypto-hedge-fund-three-arrows-capital-snaps-up-400m-in-eth/
19:58 Shilling Cardano
https://twitter.com/jackniewold/status/1466823469564248068?s=21
26:48 Uniswap Volume
https://twitter.com/Uniswap/status/1467968038091767812
29:00 RELEASES
30:00 GitPOAP
https://medium.com/gitpoap/introducing-gitpoap-16e74ce53c3b
32:49 Messari Governor
https://messari.io/article/introducing-messari-governor-the-first-to-market-governance-aggregator-and-voting-platform
33:57 Argent on StarkNet
https://www.argent.xyz/blog/argent-x-starknet/
34:38 Ramp Network
https://twitter.com/RampNetwork/status/1468270048364093443?s=20
35:39 FTX Raise
https://t.co/2oeXXisAjc
36:51 Voltz Finance
https://medium.com/voltz/voltz-the-interest-rate-swap-amm-announces-its-6m-seed-round-led-by-framework-ventures-8f26cb09ed22
37:36 Jobs
https://pallet.xyz/list/bankless/jobs
38:30 NEWS
39:08 BadgerDAO Hack
https://rekt.news/badger-rekt/
https://twitter.com/CryptoCatVC/status/1466380960648380419
44:14 Nexus Mutual & Celsius
https://thedefiant.io/badgerdao-hack-insurance-payout/
https://www.theblockcrypto.com/linked/126286/celsius-network-confirms-it-lost-money-in-the-badgerdao-defi-hack
47:43 Bitmart Hack
https://www.coindesk.com/business/2021/12/05/crypto-exchange-bitmart-hacked-with-losses-estimated-at-196-million
49:55 FreeRossDAO
https://freerossdao.com/
53:36 Google CEO Chainlink
https://www.theblockcrypto.com/linked/126545/googles-former-ceo-joins-chainlink-labs-as-a-strategic-advisor
54:14 Censorship
https://twitter.com/cdixon/status/1467907759664340999
https://twitter.com/KeatonInglis/status/1468583463330717703?s=20
56:45 Dfinity
https://twitter.com/RyanSAdams/status/1468575050005716993?s=20
1:03:26 SushiSwap Drama
https://twitter.com/josephdelong/status/1468689021530427395
1:06:58 Vitalik’s Endgame
https://vitalik.ca/general/2021/12/06/endgame.html
1:07:46 Ubisoft NFTs Rugged
https://decrypt.co/87752/ubisoft-first-major-gaming-company-launch-in-game-nfts
https://twitter.com/ryansadams/status/1468763238766686211?s=21
1:17:15 OpenSea IPO
https://decrypt.co/87701/opensea-ipo-criticism-crypto-ethereum-token
1:18:58 Crypto Gifts
https://www.wsj.com/articles/nfts-and-cryptocurrencies-replace-cash-as-a-new-holiday-gift-11638873001
1:21:27 Matrix NFTs
https://twitter.com/JordanLyall/status/1466544437308260355
1:23:40 Adidas Bored Ape
https://decrypt.co/87467/adidas-metaverse-bored-ape-yacht-club-ethereum-nft
1:24:09 Pepsi Mic Drop NFT
https://twitter.com/pepsi/status/1468946201718501376?s=20
1:25:26 Seattle NFT Museum
https://www.geekwire.com/2021/tech-entrepreneurs-opening-seattle-nft-museum-to-showcase-digital-artform-in-a-physical-space/
1:26:45 3LAU Christies Auction
https://www.instagram.com/3lau/p/CXH4gO-JyWX/?utm_medium=copy_link
1:28:24 Stock to Flow Broken
https://ambcrypto.com/after-98k-november-doesnt-materialize-planb-speaks-out-on-first-miss/
1:31:59 MicroStrategy
https://www.theblockcrypto.com/linked/126957/microstrategy-spends-82-4-million-in-cash-to-buy-even-more-bitcoin
1:33:05 House Committee
https://youtu.be/4oOTvtupND8
1:37:00 Brad Sherman
https://twitter.com/Blockworks_/status/1468709005115772930?s=20
Aarika Rhodes: https://twitter.com/AarikaRhodes?s=20
1:41:03 Gemini & Colombia
https://cointelegraph.com/news/gemini-partners-with-colombia-s-biggest-bank-for-crypto-trading
1:41:35 Novi Wallet
https://www.theblockcrypto.com/linked/126941/novi-whatsapp
1:44:00 TAKES
1:44:30 Never Sell Early
https://twitter.com/naval/status/1464788767953154058?s=20
1:49:36 The Flippening Beginning
https://twitter.com/punk4156/status/1467341210855645185?s=21
1:51:40 More Fun, More Money
https://www.notboring.co/p/the-pareto-funtier
1:55:22 Own BTC and ETH
https://twitter.com/ErikVoorhees/status/1468601645164470272
1:59:09 What David’s Excited About
2:01:45 What Ryan’s Excited About
2:05:05 MEME of the Week
https://twitter.com/rajgokal/status/1467857393338003461?s=20
2:07:09 Moment of Zen
https://twitter.com/songadaymann/status/1469038512607571980?s=21
Not financial or tax advice. Do your own research.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
On December 7, 2021, Metaverso was held in Puerto Rico as a 1-day conference filled with leaders in crypto culture. We held a panel with Sam Cassat of Aligned Capital, Ben Lakoff of Charged Particles, Andy8052 of Fractional, and Laura Jaramillo of Upshot.
In this special edition, we dive into what the conference experience really is. Spoiler: Crypto IRL is amazing. The panel explores the intersection of DeFi and NFTs—what happens when these worlds collide? There are only two types of assets—fungible and non-fungible—but we are seeing these concepts blur together in new and interesting ways.
From liquidity to communities, this conversation covers how the Metaverse is bringing DeFi to NFTs.
📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:15 The Conference Experience
6:44 TradArt and NFTs
10:11 Metaverso
13:14 Crypto IRL
16:20 The Panel
19:40 FreeRoss DAO
21:38 The Panelists
24:28 The Potential of NFTs
29:00 More than Fractionalizing
33:45 Liquidity
39:33 Pricing Assets
46:50 Community
54:34 Regulatory Issues
1:00:22 Use Cases
Resources:
Metaverso
https://www.metaver.so/
FreeRossDAO
https://freerossdao.com/
Sam Cassatt
https://twitter.com/samcassatt?s=20
Ben Lakoff
https://twitter.com/benlakoff?s=20
Andy8052
https://twitter.com/andy8052?s=20
Laura Jaramillo
https://twitter.com/LauraTJD?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Justin Aversano is the now-famous photographer behind the NFT project Twin Flames, but that doesn’t even begin to cover it. Starting with his birthday project titled Every Day is a Gift, Justin has relentlessly pursued his creative passions, backed by his own personal journey of grief, healing, and growth.
Justin has a unique, powerful, and intense story—the grief of his mother passing from cancer and the trauma of losing a twin in the womb inspired a years-long quest for discovery and healing.
You can feel the creativity and emotion in his work, and his Twin Flames project has seen tremendous success in both the physical and digital realm. Describing NFTs as the Digital Twin of the Physical Reality, the cohesion of his work and individuality surface as we explore why art matters, and what drives the creative mind.
📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Resources:
Justin on Twitter:
https://twitter.com/justinaversano?s=20
Justin’s Website:
https://www.justinaversano.com/
Quantum Art Discord:
https://discord.com/invite/quantum-art
SaveArtSpace:
https://twitter.com/saveartspace?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Kevin Rose is a veteran of internet growth. Kevin founded digg, the news aggregator site that pioneered community-curated content in the early days of Web2. With a macro perspective of all things digital, Kevin has thrived as a builder and investor on the cutting edge of the internet.
His experience allowed him to understand the role of community and has played a key role in his transition from investing in technology to investing in culture and artists. Seeing creativity blossom has fostered Kevin’s conviction and confidence in the space, and when Kevin speaks, the digital world of today and tomorrow becomes crystal clear.
📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 Kevin Rose and Digg
10:23 What About Web3?
14:53 Blending not Competing
23:25 A Hybrid Approach
26:53 Crypto & The Inevitable
34:04 Confidence & Conviction
38:15 NFTs for the Long Term
48:56 Backing Artists
55:54 Self Sovereign Industries
59:49 Interactive Utility
1:08:09 Experimenting & Innovating
1:12:30 Tokens and Content
1:16:30 Getting Exposure
1:20:20 This is the Metaverse
1:27:36 Rapid Fire Questions
1:39:12 What’s Next For Kevin?
1:43:00 Closing & Disclaimers
Resources:
Kevin on Twitter:
https://twitter.com/kevinrose?s=20
Proof Podcast:
https://www.proof.xyz/
Tom Sachs Rocket Factory:
https://tomsachsrocketfactory.com/
Ultra Scalable Ethereum:
https://youtu.be/xjxyjgWiqLE
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of December, 2021
📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
Metamask:
https://bankless.cc/metamask-shows
Gitcoin:
https://gitcoin.co/hackathon/gr12/
5:00 MARKETS
5:55 BTC Price
6:16 ETH Price
6:42 ETH/BTC Ratio
https://twitter.com/TrustlessState/status/1465868162860077062?s=20
13:32 DeFi Action
15:42 Adoption
https://twitter.com/Blockworks_/status/1463965278119907331?s=20
20:34 Omicron
https://www.coindesk.com/markets/2021/11/29/defi-protocol-omicrons-token-jumps-10-fold-after-namesake-covid-variant-emerges/
23:43 Crypto Dot Com
https://thedefiant.io/crypto-com-cro-tvl-1b/
25:33 Bigger than Banks
https://twitter.com/thekriskay/status/1466139868967444485
27:13 ETH on Exchanges
https://twitter.com/CryptoGucci/status/1466426429332017152?s=20
30:00 RELEASES
30:30 StarkNet Alpha
https://shows.banklesshq.com/p/-super-scaling-with-starkware-uri
33:32 Tornado Cash x Arbitrum
https://twitter.com/TornadoCash/status/1465269558617550850
34:08 Bancor v3
https://bancor.medium.com/
34:47 GNO and xDAI
https://twitter.com/koeppelmann/status/1465779337823666188?s=12
37:54 Celsius Series B
https://blockworks.co/celsius-expands-its-series-b-from-400m-to-oversubscribed-750m/?oly_enc_id=9918E2523689A0T
38:41 Fireblocks
https://www.ledgerinsights.com/digital-asset-custody-firm-fireblocks-raises-400m-at-8-billion-valuation/
40:00 1inch Series B
https://www.theblockcrypto.com/post/125901/1inch-network-closes-175-million-series-b-aims-to-serve-institutional-customers
42:18 Matt Zhang Fund
https://www.theblockcrypto.com/linked/125664/former-wall-street-banker-launches-1-5-billion-crypto-venture-fund?utm_source=twitter&utm_medium=social
43:18 Jobs
https://pallet.xyz/list/bankless/jobs
44:00 NEWS
44:37 Jack Resigns from Twitter
https://twitter.com/jack/status/1465347002426867720?s=20
New CEO:
https://www.coindesk.com/business/2021/11/30/five-things-to-know-about-twitters-new-ceo-parag-agrawal/
49:21 $PEOPLE Boom
https://blwk.omeclk.com/portal/wts/ugmcny2fmqefnqmN2q%7CRyy%7CqF8Con9r%3BGkh3a
50:36 EIP-4488
https://twitter.com/protolambda/status/1466114606036889613?s=20
53:56 Uniswap on Polygon
https://twitter.com/MihailoBjelic/status/1462882559914823691?s=20
54:30 Beacon Chain Birthday
https://twitter.com/VitalikButerin/status/1466411377107558402
48:42 Beer.ETH
https://twitter.com/BrantlyMillegan/status/1465336361351880711
59:30 ENS Growth
https://twitter.com/BrantlyMillegan/status/1466109173385637891?s=20
1:00:44 Front-End Worries
https://twitter.com/bantg/status/1466390376500105218?s=21
1:04:16 Spiderman NFT
https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=aa5566375f&e=29f2240adb
1:05:53 Ross Ulbricht NFT
https://twitter.com/realrossu/status/1465788108461514756?s=21
1:08:48 Unlocking with NFTs
https://twitter.com/hm0429/status/1465241679800111107?s=20
1:11:11 Immutable & Moonpay
https://twitter.com/Immutable/status/1466201337452916737?s=20
1:13:42 Salvador & Saylor
https://www.coindesk.com/business/2021/11/26/el-salvador-buys-100-more-bitcoins-as-crypto-market-falls/
1:15:58 China Censoring
https://www.theblockcrypto.com/post/125533/china-crypto-censorship-media-mining-pools
1:17:27 Transitory Inflation
https://twitter.com/BanklessHQ/status/1466060476001968129?s=20
1:18:48 Crypto Bank Regulation
https://www.theblockcrypto.com/linked/126020/congress-to-hold-hearing-with-execs-from-coinbase-ftx-paxos-and-others
1:21:00 TAKES
1:21:30 The Ethereum Pre-Mine
https://twitter.com/TrustlessState/status/1466074560759943169?s=20
1:27:22 The Chain of Chains
https://twitter.com/RyanSAdams/status/1465469933140131840?s=20
1:29:36 What DAOs will DO
https://twitter.com/brantlymillegan/status/1464682887224217605?s=21
1:31:25 The Entire Bet
https://twitter.com/squishchaos/status/1465108245589073922?s=21
1:36:30 Do Fundamentals Matter?
https://twitter.com/kyled116/status/1466226155325833216?s=20
1:38:13 Metaverse Exposure
https://twitter.com/TrustlessState/status/1466434553871061010?s=20
1:40:46 What David’s Excited About
1:42:30 What Ryan’s Excited About
1:45:24 MEME of the Week
https://twitter.com/TrustlessState/status/1464103140597272583?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
🎙️ GET THE FULL EPISODE
APPLE: https://podcasts.apple.com/us/podcast/overpriced-jpegs/id1591954323
SPOTIFY: https://open.spotify.com/show/5G2HSDneVg8mZUQ3zUIoLX?si=6d57ee1f89184974
Clon is the founder and artist behind the NFT sensation Cool Cats. Striking a delicate balance between cool and cute, the massive success of this project is a testament to the importance of a good founding team and strong values.
We discuss how Clon fell into the NFT space and found a perfect product-market fit with his work and style. We cover the power of community, dive into tokenomics, and explore how breaking into NFTs actually works.
Although the market is (over)saturated with PFP projects, there are reasons why the cream rises to the top. Tune in and find out.
🚀 SUBSCRIBE TO NEWSLETTER: https://jpegs.banklesshq.com/
BANKLESS SPONSOR TOOLS:
👀 ZERION | YOUR NFT PORTFOLIO
https://bankless.cc/Zerion
💸 ONJUNO | YOUR CRYPTO PAYCHECK
https://bankless.cc/OnJuno
🌊 INDEX COOP | METAVERSE INDEX
https://bankless.cc/MVI
🦄 BLOCK::BLOCK | METAVERSE IP
https://bankless.cc/blockblock
Topics Covered:
0:00 Intro
3:00 Clon the Cool Cat
10:10 Designing & Developing
18:02 Launching with Legitimacy
26:30 The State of Cool Cats
35:18 Community Management
42:38 Ownership Rights
49:00 Milk & Gold
55:51 Advice For Artists
1:02:48 Other Projects
1:07:36 Besides PFPs
1:10:45 A Day in the Life
1:14:17 Closing & Disclaimers
Resources:
Clon on Twitter:
https://twitter.com/cloncast?s=20
Cool Cats:
https://www.coolcatsnft.com/
Toy Boogers:
https://twitter.com/ToyBoogers?s=20
Clon on Twitch:
https://www.twitch.tv/cloncast
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This is the Crypto Advocacy & Education Summit, which we're hosting to go along with the Ethereum Foundation's $500,000 donation to the Gitcoin Round 12 matching round for the ‘Crypto Advocacy’ track.
Gitcoin does these ‘quadratic matching’ rounds 4 times a year, where many entities donate large sums of funds, and the community rallies and donates to many causes and projects across the crypto space. The ‘matching rounds’ are exponentially matched towards the grants that received the most numbers of individual humans who donated to them.
The EF has specifically allocated 500k to go towards effects that advocate for crypto in our government offices.
Bankless and Gitcoin are hosting a 2-panel ’summit’ livestream in order to drum up excitement and donations for the various organizations that help advocate for crypto!
✨ GITCOIN GRANTS ✨
https://gitcoin.co/grants/explorer/
Panel #1: Why does crypto advocacy and education matter?
Kristin Smith | Blockchain Association
https://twitter.com/KMSmithDC?s=20
Brian Quintenz | Former CFTC Chair
https://twitter.com/BrianQuintenz?s=20
Tomicah Tillemann | a16z
https://twitter.com/TomicahTD?s=20
Panel #2: How do crypto stakeholders support crypto advocacy + education?
Sarah Roth-Gaudette | Fight for the Future
https://twitter.com/gaudette75?s=20
Jerry Brito | Coin Center
https://twitter.com/jerrybrito?s=20
Jake Chervinsky | Blockchain Association
https://twitter.com/jchervinsky?s=20
📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND
https://bankless.cc/metamask-shows
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Rocket Pool is live on mainnet! Slowly rolling out its staking pools, Rocket Pool is opening up its decentralized ETH staking product to the world. Core team members Darren Langley and Dave Rugendyke join to talk about the past, present, and future of the protocol.
Rocket Pool allows ETH holders to stake without needing to run a full node, which requires hardware, maintenance, and 32 ETH. Abstracting away those requirements helps to decentralize Ethereum's Proof-of-Stake, which is expected to arrive with the merge in the first half of 2022.
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
TOPICS COVERED:
0:00 Intro
7:00 Launching Rocket Pool
15:50 How We Got Here
23:38 Why Decentralized Staking?
28:37 What the Numbers Say
34:38 A Public Good
39:40 The Community
47:11 Centralization Risks?
49:25 rETH
56:04 Democratizing ETH Staking
1:02:39 DeFi Integrations
1:06:30 MEV
1:14:25 Operating a Node & ODAO
1:22:02 RPL Token & Incentives
1:32:02 What's Next?
1:38:20 Closing & Disclaimers
RESOURCES:
Darren on Twitter:
https://twitter.com/langerstwit?s=20
Rocket Pool:
https://rocketpool.net/
Node Map:
https://stake.rocketpool.net/network
RPL Investment Thesis: https://www.reddit.com/r/ethfinance/comments/m3pug8/the_rocket_pool_investment_thesis/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Tim Beiko runs the core protocol meetings for Ethereum. His path into crypto began in 2017, buying the top. But he stayed in the space, initially working for Consensys and their Besu Ethereum Client before trailblazing with EIP-1559's implementation.
This conversation covers his story into working with Ethereum core developers, the role and landscape of Ethereum clients, and coordinating the maintenance and upgrades to the Ethereum protocol.
With the merge on the horizon and barbarians at the gates, humans like Tim Beiko work to keep Ethereum as credibly neutral, efficient, and open as possible. Can Vitalik impose his will on Ethereum? Is it centralized? This episode has the answers.
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
4:30 Tim Beiko Before Crypto
12:27 Getting into the Space
16:45 Working for Conensys
20:56 Clients and Values
26:48 Forks of GETH
31:52 Clients as Businesses
37:42 Keeping the Balance
44:57 EIP-1559
51:47 Coordinating Core Devs
59:00 Communicating Code
1:05:17 Security
1:11:18 What the People Want
1:14:18 Who is a Core Dev?
1:21:07 Facilitating Forever
1:26:00 When Merge?
1:30:47 Closing
Resources:
Tim on Twitter:
https://twitter.com/TimBeiko?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Polygon is the Swiss Army Knife of Scaling. With a suite of scaling products, Polygon is pushing in many directions to scale out the Ethereum ecosystem.
On the heels of the 'Abandoning Ethereum' twitter drama, Sandeep and Mihailo from Polygon come on the podcast to discuss how Ethereum is, in fact, not abandoning its users.
A ton has happened in the world of Polygon in the six months since they were last on the show, including a partnership with DraftKings and massive leaps into the Metaverse.
✨ EPISODE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-the-swiss-army
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
6:00 Sandeep & Mihalo Return
8:20 Not Abandoning Ethereum
15:27 Adoption of Ethereum
24:06 On Maximalism
29:52 A Portfolio of Chains
37:47 The Mission
44:50 Tokens & Unifying Forces
49:42 Is Polygon an ETH Killer?
54:33 Polygon vs Alt Layer 1’s
1:04:40 Checkpointing to Ethereum
1:08:53 Bridges & Sidechains
1:18:00 Facts & Tribalism
1:22:50 zkRollups & Miden
1:29:12 Apps & DraftKings
1:34:00 On-Ramp to the Metaverse
1:37:09 The Roadmap
1:42:10 Closing & Disclaimers
Resources:
Sandeep on Twitter:
https://twitter.com/sandeepnailwal?s=20
Mihailo on Twitter:
https://twitter.com/MihailoBjelic?s=20
Announcing Polygon Miden:
https://twitter.com/0xPolygon/status/1460609713922457606?s=20
Polygon Metaverse:
https://twitter.com/MihailoBjelic/status/1456091349745295362?s=20
Modular Blockchains:
https://www.youtube.com/watch?v=xjxyjgWiqLE&t=3276s&ab_channel=Bankless
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Mack Flavelle is the Co-Founder of CryptoKitties, Dapper Labs, and Big Head Club. CryptoKitties was instrumental in establishing the ERC-721 standard, which is the base for the vast majority of NFTs. Mack helped launch NBA Top Shot and StonerCats, and that just begins to cover his impact in the space.
Needless to say, Mack has had a prolific career and pioneered many innovations for NFTs. His creativity and boundless energy powers this conversation about the history of culture on the blockchain, and a discussion of his more recent and upcoming projects leads to bold predictions about the future.
Mack is a fascinating character, and we wouldn't expect anything less from one of the founding fathers of the NFT movement.
🚀 SUBSCRIBE TO NEWSLETTER: https://jpegs.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST
APPLE: https://podcasts.apple.com/us/podcast/overpriced-jpegs/id1591954323
SPOTIFY: https://open.spotify.com/show/5G2HSDneVg8mZUQ3zUIoLX?si=6d57ee1f89184974
BANKLESS SPONSOR TOOLS:
👀 ZERION | YOUR NFT PORTFOLIO
https://bankless.cc/Zerion
💸 ONJUNO | YOUR CRYPTO PAYCHECK
https://bankless.cc/OnJuno
🌊 INDEX COOP | METAVERSE INDEX
https://bankless.cc/MVI
🦄 BLOCK::BLOCK | METAVERSE IP
https://bankless.cc/blockblock
Topics Covered:
0:00 Intro
3:30 Mack Flavelle and Cats
10:12 CryptoKitties and ERC 721
13:56 Inflection Points
19:14 Pink Cat Villain
22:59 Innovations & Explosions
28:01 The Price of Kitties
36:10 New Major IP
42:30 Ronin & Death Poems
50:59 Big Head Club
56:32 Lessons from StonerCats
1:01:54 Ghostbusters Etc
1:04:05 The Big Questions
1:11:27 Closing
Resources:
Big Head Club
https://www.bighead.club/
Japanese Death Poems
https://www.amazon.com/Japanese-Death-Poems-Written-Monks/dp/0804831793
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Thanksgiving 2021
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
https://bankless.cc/Opolis
4:30 Markets
4:43 BTC Price
5:08 ETH Price
6:55 ETH/BTC Ratio
8:08 DeFi Action
9:55 Layer 2 Beat
11:45 EIP-1559
https://twitter.com/christine_dkim/status/1461345650365415424?t=KlU78KsQvHl0fG4jqUZHiQ&s=19
1M ETH Burnt
https://twitter.com/evan_van_ness/status/1463489678649303044?s=21
15:20 Hash Rate
https://twitter.com/econoar/status/1462076989980889094
16:32 Gas Fees
17:59 Axie Ronin
https://cryptoslate.com/1-8-billion-moved-to-ronin-dex-from-ethereum-in-2-weeks
19:14 Ethereum Scale
https://ethtps.info/
22:55 SAND
https://www.coingecko.com/en/coins/the-sandbox
24:40 Turkish Lyra
https://twitter.com/SadafJadran/status/1463387742759374848?s=20
28:00 RELEASES
29:00 Binance & Arbitrum
https://twitter.com/binance/status/1461565999832973313?s=20
31:29 DeFrag
https://defrag.fi/
32:43 Reputation DAO
https://twitter.com/ReputationDAO/status/1461147989611663361?s=20
34:20 Lattice Metamask
https://twitter.com/ConsenSys/status/1463224325864148995?s=20
36:18 Aave Arc
https://twitter.com/AaveAave/status/1461321606895124482
38:38 Zapper Mobile Tease
https://twitter.com/sebaudet26/status/1463340665769639940
RAISES
39:00 Gemini Metaverse
https://www.forbes.com/sites/michaeldelcastillo/2021/11/18/gemini-raises-400-million-to-protect-the-metaverse-from-meta-facebook/?sh=37acaa675f57
40:05 Royal
https://twitter.com/3LAU/status/1462856758095876097?s=20
43:43 Moonpay
https://www.theblockcrypto.com/post/124980/moonpay-raise
44:14 Jobs
https://pallet.xyz/list/bankless/jobs
45:30 NEWS
45:55 Crypto Twitter Drama
https://twitter.com/zhusu/status/1462216210116853762?s=20
47:10 New EIP
https://www.reddit.com/r/ethfinance/comments/r0yy6c/why_calldata_gas_cost_reduction_is_crucial_for/
51:35 Citadel CEO Constitution
https://www.wsj.com/articles/citadel-ceo-ken-griffin-outbid-a-group-of-crypto-investors-for-copy-of-u-s-constitution-11637352087
54:20 Polygon Uniswap Proposal
https://twitter.com/MihailoBjelic/status/1461847683195449349
55:55 Infinite Machine Movie
https://twitter.com/CamiRusso/status/1463522018066931716?s=20
56:22 Tokemaki
https://twitter.com/TokenReactor/status/1463320665008705539?s=20
57:25 NFL NFTs
https://twitter.com/coindesk/status/1461410656465346568?s=21
58:43 TIME NFT Show
https://twitter.com/robotosnft/status/1463161775344525327?s=21
1:00:03 Macy’s NFT Parade
https://www.theblockcrypto.com/linked/124909/macys-launches-parade-inspired-nft-collection-for-charity
1:01:54 El Salvador Bitcoin City
https://www.reuters.com/markets/rates-bonds/el-salvador-plans-first-bitcoin-city-backed-by-bitcoin-bonds-2021-11-21/
1:02:55 IMF
https://www.theblockcrypto.com/linked/125106/imf-says-el-salvador-shouldnt-be-using-bitcoin-as-legal-currency
1:04:59 Mining Photos
https://pomp.substack.com/p/10-epic-bitcoin-mining-photos
1:08:24 OBJ BTC
https://www.foxla.com/sports/rams-wr-odell-beckham-jr-to-receive-full-salary-in-bitcoin
1:08:47 Citigroup New Hires
https://www.theblockcrypto.com/linked/125051/citigroup-hires
1:10:32 Tether FUD
https://twitter.com/jacoboracle/status/1463299431080632325?s=21
1:11:26 Quick News Takes
Powell: https://www.theblockcrypto.com/linked/125000/biden-re-nominates-powell-as-fed-chair-with-brainard-as-vice-chair
PoolTogether: https://twitter.com/Dogetoshi/status/1463280832907464708
BinanceChain: https://twitter.com/EdgarArout/status/1461393012395843591?t=AWNzxEqItXzE_RQMaMpygA&s=19
1:15:00 TAKES
1:17:00 Abandoning Ethereum
https://newsletter.banklesshq.com/p/abandoning-ethereum
1:46:06 Opportunity
https://twitter.com/cyounessi1/status/1462240406662438922?s=21
1:47:07 Cars vs Carriages
https://twitter.com/epolynya/status/1462832369853874176?s=20
1:47:32 Pivotal
https://twitter.com/TrustlessState/status/1463015187275935748?s=20
1:52:37 What David’s Excited About
1:53:45 What Ryan’s Excited About
1:55:37 MEME of the Week
https://twitter.com/BanklessHQ/status/1462795120839901184?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Ethereum is scaling. With a recent $50 million raise at a valuation of $2 billion, StarkWare is pioneering zkRollups across the Ethereum ecosystem. As it powers dYdX, arguably the most liquid market in the world, StarkWare is continuing to move into new territory, with StarkNet imminently deploying on Ethereum Mainnet.
The goal of StarkWare is simple: 'bring massive scalability to Ethereum while preserving L1 security, permissionless interactions, and decentralization.'
The ecosystem is growing at an astounding rate, so tune in as core members Uri Kolodny and Eli Ben-Sasson walk us through how StarkWare is bringing Super Scaling to Ethereum.
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
TOPICS COVERED:
0:00 Intro
5:00 Eli and Uri of StarkWare
9:02 StarkEx vs StarkNet
16:37 StarkEx is Scaling Today
24:35 Latency & Data Tradeoffs
32:50 Scaling with Math & Cryptography
38:21 StarkEx to StarkNet
43:35 Ahead of Schedule
47:56 StarkNet Launch
54:48 StarkWare Roadmap
1:00:40 Modular & Privacy
1:04:39 Business Model
1:11:33 Values & Code
1:16:15 Closing & Disclaimers
RESOURCES:
Uri on Twitter:
https://twitter.com/ukolodny?s=20
Eli on Twitter:
https://twitter.com/EliBenSasson?s=20
StarkWare on Twitter:
https://twitter.com/StarkWareLtd?s=20
StarkWare Discord:
https://discord.gg/uJ9HZTUk2Y
StarkNet Alpha:
https://medium.com/starkware/starknet-alpha-is-coming-to-mainnet-b825829eaf32
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
pplpleasr is the digital artist who exploded into the NFT & DeFi space after creating the x * y = k visual animation announcement for Uniswap v3.
The NFT was sold for over half a million dollars, and all the proceeds were donated to charity. Along the way, pleasrDAO was formed and has emerged as a collective for curating digital culture artifacts.
pplpleasr’s story winds through Fortune Magazine covers and imposter syndrome, all with a down-to-earth feel and a charitable heart. She is emblematic of what we love about crypto culture, and the pleasr spirit is one that this entire space aspires to.
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 intro
4:00 ppl pleasr
8:42 background & diablo
15:01 crypto twitter vs blizzcon
21:38 x * y = k
28:06 sale, hype, & charity
35:05 donating & dividends
42:43 life trajectory
47:02 pleasrdao
54:35 fortune cover
1:01:00 identity & nft brain
1:08:32 social life & magnum opus
1:15:15 pleasr irl
1:21:17 lessons
1:26:58 closing
Resources:
pplpleasr on Twitter
https://twitter.com/pplpleasr1?s=20
pleasrDAO
https://twitter.com/PleasrDAO?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The DeFi Mullet is a classic Bankless thesis that we've begun to watch play out right in front of us. This week, we bring on Cuy Sheffield from Visa and Diogo Mónica from Anchorage to explain the DeFi mullet from the Fintech side of things.
This episode explores how crypto payments are extending beyond retail and into institutions, and how Fintech platforms like Visa are leveling up with the utilities provided by Anchorage to support crypto. Blurring the lines between the two worlds is shaping up to be a fascinating corner of our industry, and there's a ton of new concepts to dive into throughout this conversation.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
6:30 Visa & The DeFi Mullet
15:03 Anchorage & The DeFi Mullet
18:55 Volatility & Engagement
25:52 Crypto Rewards
34:13 How Payments Work
41:08 Settlement Layers
46:22 What Anchorage Does
50:30 Stablecoins & Bridging
1:00:09 Teaching Visa About Crypto
1:06:10 Immutable Transactions
1:13:22 Visa CryptoPunk
1:22:09 Central Bank Digital Currencies
1:28:04 Trusting Institutions?
1:31:52 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of November, 2021
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
Permissionless:
https://newsletter.banklesshq.com/p/discount-to-permissionless-2022
Office Hours:
https://twitter.com/BanklessHQ/status/1461054473355202563?s=20
4:30 MARKETS
5:06 BTC Price
5:38 ETH Price
7:30 ETH BTC Ratio
7:49 DeFi Action
9:57 EIP 1559
https://twitter.com/ultrasoundmoney/status/1459817712859983874
14:01 Hot Tip
https://twitter.com/marcandu/status/1458899957713412108?s=20
14:54 ETH Flows
https://dataalways.substack.com/p/a-flows-based-ethereum-price-model
19:52 Memory Lane
https://twitter.com/birdygoesnomnom/status/1460555652649074691?s=20
25:05 Metamask Users
https://twitter.com/MetaMask/status/1460991963650576388
25:31 New Uniswap Fee
https://twitter.com/haydenzadams/status/1460483484615643137?s=21
28:30 RELEASES
29:30 Polygon Miden
https://twitter.com/0xPolygon/status/1460609713922457606?s=20
31:29 Argent on Starkware
https://twitter.com/argentHQ/status/1459494241332342785?s=20
32:21 Ledger & Metamask
https://twitter.com/Ledger/status/1459174812300025861
33:27 Brave Wallet
https://brave.com/brave-wallet-launch/
34:20 Bitwise DeFi Report
https://twitter.com/BitwiseInvest/status/1460674225489027079?s=20
35:54 The Rug
https://twitter.com/TheRugNews/status/1460007995710971904?s=20
37:43 Consensys Raise
https://www.theblockcrypto.com/post/124615/consensys-raise
39:03 New Paradigm Fund
https://twitter.com/matthuang/status/1460246458272137217?s=20
40:31 StarkWare Raise
https://www.theblockcrypto.com/post/124479/ethereum-layer-2-developer-starkware-raises-50-million-now-valued-at-2-billion
41:41 Gallery
https://twitter.com/usegallery/status/1460690275945246723?s=21
42:43 Jobs
https://pallet.xyz/list/bankless/jobs
44:20 NEWS
44:36 ConstitutionDAO
https://www.sothebys.com/en/digital-catalogues/the-constitution-of-the-united-states
50:00 Fei Rari
https://twitter.com/joey__santoro/status/1460693387426729987
52:02 Adidas POAP
https://twitter.com/adidasoriginals/status/1461057188529594375
52:45 Huobi & zkSync
https://blog.matter-labs.io/huobi-2dabb6c2bfb2
55:26 Optimism Opening Up
https://twitter.com/sassal0x/status/1459372143519490050
56:12 Beeple on Fallon
https://twitter.com/BandoNFT/status/1458685013348786176?s=20
58:40 Tarantino Lawsuit
https://twitter.com/coindesk/status/1460757938256162824?s=21
1:02:17 Time & Galaxy Digital
https://time.com/6121132/time-and-galaxy-digital-partner-to-demystify-the-next-immersive-digital-frontier-the-metaverse-through-a-first-of-its-kind-partnership/
1:03:18 OpenSea 10B Valuation
https://www.theinformation.com/articles/nft-marketplace-opensea-offered-10-billion-valuation
1:03:49 Bitcoin Taproot
https://cointelegraph.com/news/breaking-the-bitcoin-network-welcomes-taproot-soft-fork-upgrade
1:05:40 Crypto.com Arena
https://twitter.com/ShamsCharania/status/1460832641352040449?s=20
1:07:47 Infrastructure Bill
https://twitter.com/jerrybrito/status/1461317078175072263?s=21
1:09:30 India Kinda Banning
https://www.coindesk.com/policy/2021/11/17/india-to-ban-crypto-as-payment-method-but-regulate-as-asset-report/
1:12:00 TAKES
1:13:00 CZ is Rich
https://twitter.com/RyanSAdams/status/1461098707361878017?s=20
1:16:32 Bitcoin vs ETF
https://twitter.com/woonomic/status/1460117810273656832?s=21
1:19:05 DAOs are Games
https://twitter.com/nicknaraghi/status/1459166906968154121?t=3MziN0Lt2_8hq7DHFmeqRw&s=19
1:19:51 Best of Both Worlds
https://twitter.com/trustlessstate/status/1459589386173964288?s=21
1:24:22 Why Web3 Wins
https://twitter.com/TrustlessState/status/1460383727998017539?s=20
1:29:10 NFTs vs Scammers
https://twitter.com/RyanSAdams/status/1460662418636513285?s=20
1:32:18 What David’s Excited About
1:33:10 What Ryan’s Excited About
1:35:56 MEME of the Week
https://twitter.com/dogetoshi/status/1460957920666038276?s=21
https://twitter.com/TrustlessState/status/1460446365629120516?s=20
MOMENT OF ZEN
https://twitter.com/songadaymann/status/1460686031762739215?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Zeneca_33 is an NFT influencer, thought leader, and community member (whatever your preferred term is). After playing poker professionally, Zeneca fell down the NFT rabbit hole in early 2021 and has quickly amassed a huge following. His takes are often sobering and always even-keeled, which is incredibly valuable in this emotional and chaotic market.
We knew Zeneca had to be one of the first guests on the show. His wisdom and knowledge are reality checks for any type of market, and we go through his approach to the space, how he picks projects, and his own project - ZenAcademy.
🚀 SUBSCRIBE TO NEWSLETTER: https://jpegs.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST
APPLE: https://podcasts.apple.com/us/podcast/overpriced-jpegs/id1591954323
SPOTIFY: https://open.spotify.com/show/5G2HSDneVg8mZUQ3zUIoLX?si=6d57ee1f89184974
BANKLESS SPONSOR TOOLS:
👀 ZERION | YOUR NFT PORTFOLIO
https://bankless.cc/Zerion
💸 ONJUNO | YOUR CRYPTO PAYCHECK
https://bankless.cc/OnJuno
🌊 INDEX COOP | METAVERSE INDEX
https://bankless.cc/MVI
🦄 BLOCK::BLOCK | METAVERSE IP
https://bankless.cc/blockblock
Topics Covered:
0:00 Intro
3:00 Zeneca_33
8:08 Distaste for Roadmap
11:12 How Zeneca Picks Projects
16:11 Approaching the Market
25:07 How to Flip NFTs
30:08 Art Blocks
39:30 Veblen Goods
44:44 ZenAcademy
56:59 Network Effects
1:01:11 Advice to the Community
1:07:40 Culture & Ethos
1:13:09 Closing
Resources:
Zeneca_33
https://twitter.com/Zeneca_33?s=20
ZenAcademy
https://zenacademy.io/
Studio by Hatch Coding
https://www.hatch.art/for-ages-9-17
Blitmap
https://www.blitmap.com/
Top Dog Beach Club
https://topdogbeachclub.com/
Curious Addy’s Trading Club
https://www.curiousaddys.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
It's that time again. Time to dive into the charts, this time with Benjamin Cowen. With energy flooding into the space, and prices at the top of everyone's mind, Benjamin brings his consistent, disciplined approach to Bankless listeners.
Dive in as we explore what Benjamin looks for in the markets, and what the state of crypto prices are today. What does the rest of this market cycle hold in store? No one knows for sure, but Benjamin's insights will sharpen our prospects.
OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
9:00 Into the Cryptoverse
14:25 Market Cycles
21:58 BTC Controls the Market
28:51 Supercycle?
37:20 Blow-Off Tops
40:35 Much Much Time Left?
47:53 Catalysts and Events
54:00 Ethereum Cycles
58:45 Bitcoin Dominance
1:03:50 The Flippening
1:11:29 Blue Chip Assets
1:17:49 Advice
1:21:07 Closing & Disclaimers
Resources:
Benjamin on Twitter:
https://twitter.com/intocryptoverse?s=20
Benjamin's Youtube Channel:
https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg
Into the Cryptoverse:
https://intothecryptoverse.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
gmoney holds one of the four knitted cap ape CryptoPunks, and is a prolific investor. From riding the dot com bubble all the way down as a pre-teen to buying apple calls in high school, gmoney has always been deeply fascinated by finance.
gmoney has a keen eye for the broad markets and makes informed trading & investment decisions. Since the start of the pandemic and crypto's subsequent rise, gmoney's tone has shifted to one of a 'disruptor' and 'futurist.' Falling down the NFT rabbit-hole in 2020 has demonstrated a character development of sorts, shifting from the harsh, objective financial markets to a more art-based, community-based one.
gmoney's approach to making money is fascinating, but perhaps not nearly as interesting or important as his role in the budding metaverse.
📣 OPOLIS | YOUR CRYPTO CAREER
https://bankless.cc/Opolis
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Resources:
Benjamin on Twitter:
https://twitter.com/intocryptoverse?s=20
Benjamin's Youtube Channel:
https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg
Into the Cryptoverse:
https://intothecryptoverse.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Chris Giancarlo, aka CryptoDad, is the former chair of the CFTC, the governing body that oversees Commodity Futures Trading. He's now an advisor in crypto, a senior advisor at a law firm, and of course, a father.
This conversation circles around many of the topics Chris covers in his new book, 'The Fight for the Future of Money.' We move through the specifics like the differences between Futures and Spot ETFs, but then we turn towards the big picture.
What are American values? How do we instantiate them into our digital institutions? America has a remarkable history of saying 'yes,' and the stakes couldn't be higher as America decides whether to say yes to credibly neutral, decentralized protocols.
✨ EPISODE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-the-fight-for-the
📣 DHARMA | From Dollars to DeFi in a Tap!
https://bankless.cc/dharma
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
6:30 Chris Giancarlo
10:06 CryptoDad & BTC Futures
18:27 Facing Resistance
22:13 Fear & Regulation
28:02 Vindicated
31:55 Futures vs Spot ETFs
41:29 Liquidity & Price
47:00 ETH Futures
53:09 Trust in Money
58:00 Getting the Values Right
1:04:43 Will People Care?
1:10:31 The CFTC’s Approach
1:16:03 Encouraging Innovation
1:21:31 Regulatory Clarity
1:26:44 Free Markets & Free People
1:33:56 The Crypto Dad
1:37:37 Closing & Disclaimers
Resources:
CryptoDad on Twitter:
https://twitter.com/giancarloMKTS?s=20
The Fight for the Future of Money:
https://www.chrisgiancarlo.org/book
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Betty NFT joins for the first episode of Overpriced JPEGs. As the self-described Horde Mother of Deadfellaz, Betty has built a career on creative producing and community building.
With a fierce passion for design and culture, Betty has emerged as a key member of the space after NFTs clicked. This episode covers launches and price, but opens into a wider discussion of branding, community, ownership, and the ecosystem at large.
🚀 SUBSCRIBE TO NEWSLETTER: https://jpegs.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST
APPLE: https://podcasts.apple.com/us/podcast/overpriced-jpegs/id1591954323
SPOTIFY: https://open.spotify.com/show/5G2HSDneVg8mZUQ3zUIoLX?si=6d57ee1f89184974
BANKLESS SPONSOR TOOLS:
👀 ZERION | YOUR NFT PORTFOLIO
https://bankless.cc/Zerion
💸 ONJUNO | YOUR CRYPTO PAYCHECK
https://bankless.cc/OnJuno
🌊 INDEX COOP | METAVERSE INDEX
https://bankless.cc/MVI
🦄 BLOCK::BLOCK | METAVERSE IP
https://bankless.cc/blockblock
📣 DHARMA | From Dollars to DeFi in a Tap!
https://bankless.cc/dharma
Topics Covered:
0:00 Introducing Overpriced JPEGs
4:23 Intro
6:45 Betty NFT
10:18 When NFTs Clicked
15:09 Launching Deadfellaz
17:37 Identity
20:03 Price & Floor
23:19 Initiatives & Innovation
27:17 Advice to Artists
30:39 The NFT Ecosystem
35:36 Hogwarts Houses
38:20 Branding & Steve Aoki
42:17 Metaverse & Ownership
47:05 Building a Community
51:14 Roadmap & Team
55:10 Art First & Alpha
59:00 Mindy Kaling & Closing
Resources:
Betty NFT:
https://twitter.com/betty_nft?s=20
Deadfellaz:
https://twitter.com/Deadfellaznft?s=20
MarkTheHabibi:
https://twitter.com/MarkTheHabibi?s=20
Ethereals:
https://twitter.com/Etherealswtf?s=20
Cool Cats:
https://twitter.com/coolcatsnft?s=20
Flower Blocks:
https://twitter.com/Flowerblocks?s=20
cyber_YuYu:
https://twitter.com/cyber_yuyu?s=20
Amy Woodward:
https://twitter.com/amy___woodward?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of November, 2021
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 DHARMA | Trade on Polygon!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
Metafactory
https://shop.metafactory.ai/
Dharma
https://bankless.cc/dharma
5:18 MARKETS
5:37 BTC Price
6:40 ETH Price
11:12 ETH/BTC Ratio
11:51 DeFi Action
13:10 3T Market Cap
https://www.theblockcrypto.com/linked/123762/crypto-market-cap-3-trillion-bitcoin-ether-reach-record-highs
17:28 Reaching $500B
https://twitter.com/RyanSAdams/status/1457816073881980928?s=20
20:36 ETH Volume
https://twitter.com/trustlessstate/status/1458206075342098440?s=21
24:00 RELEASES
24:45 ENS Airdrop
https://newsletter.banklesshq.com/p/-alpha-alert-claim-your-ens-airdrop
40:26 Overpriced JPEGs
https://jpegs.banklesshq.com/
42:05 Across Protocol
https://medium.com/@AcrossProtocol/across-protocol-is-live-and-you-can-be-a-co-founder-43d848a969d1
45:30 Coinbase Wallet
https://blog.coinbase.com/coinbase-wallet-is-now-available-as-a-standalone-browser-extension-c65bb5c87b83
47:06 Rocket Pool
https://twitter.com/rocket_pool/status/1457893042367582209?s=21
49:12 $MASK?
https://twitter.com/ethereumJoseph/status/1457834493469884418
51:45 DAI Wormhole
https://twitter.com/krzKaczor/status/1458442949956603920
53:34 Uniswap Branding
https://twitter.com/uniswap/status/1457826935950675973?s=21
55:19 Matter Labs
https://medium.com/matter-labs/funding-ea89c1fa731e
56:06 Jobs
https://pallet.xyz/list/bankless/jobs
58:20 NEWS
59:05 Discord Rumors
https://twitter.com/jasoncitron/status/1457841222995693570?s=20
1:07:55 Sotheby’s Banksy
https://www.theblockcrypto.com/linked/124075/sothebys-to-hold-real-time-bids-in-eth-for-banksy-art-auction
1:09:05 Games & Tax
https://www.protocol.com/nft-game-tax-scholarships
1:12:05 NYC Mayer Bitcoin
https://www.theblockcrypto.com/linked/123326/nyc-mayor-elect-eric-adams-says-he-will-take-his-first-three-paychecks-in-bitcoin
1:13:41 Grayscale Bigger than Gold
https://decrypt.co/85798/crypto-firm-grayscale-hits-60-billion-overtaking-top-gold-etf
1:15:02 Infrastructure Bill
https://twitter.com/jchervinsky/status/1456275741398683648?t=fAkvY7-AEbWE83lP8esm2w&s=19
1:16:39 PayPal Bitcoin
https://blockworks.co/paypal-reports-13-revenue-increase-plans-to-increase-crypto-offerings/?oly_enc_id=9918E2523689A0T
1:17:29 Quick Takes
Tim Cook
https://www.theblockcrypto.com/linked/123796/apple-ceo-tim-cook-reveals-that-he-owns-some-cryptocurrency
Stripe
https://twitter.com/matthuang/status/1456686883790942208?s=20
DaveDAO
https://twitter.com/TrustlessState/status/1457003417558298634?s=20
OEVM
https://twitter.com/optimismPBC/status/1458495316164964355
ETH Roadmap
https://twitter.com/BanklessHQ/status/1458537195464273922?s=20
1:23:30 TAKES
1:24:15 Don’t Get Phished
https://twitter.com/sniko_/status/1456320221564780550?s=21
1:26:34 Margins & Culture
https://twitter.com/trustlessstate/status/1457349619093024776?s=21
1:27:20 Character vs Ego
https://twitter.com/mrjasonchoi/status/1457567837250224137?s=20
1:31:22 Startups in Web3
https://twitter.com/sama/status/1457764748242554881?s=21
1:32:06 Settlement Layer
https://twitter.com/epolynya/status/1458140801876123655
1:35:13 Then & Now
https://twitter.com/cloncast/status/1457425724860633090?s=21
1:37:04 What David’s Excited About
1:40:56 What Ryan’s Excited About
1:43:24 MEME(s) of the Week
https://twitter.com/dimsomedim/status/1456981036970090498?s=21
https://twitter.com/banklesshq/status/1457001249430147085?s=21
Moment(s) of Zen
https://twitter.com/songadaymann/status/1457799654733594627
https://twitter.com/NFTWonderfull/status/1458600124020670469?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Among these five protocols is over $8 Billion total value locked. But what is DeFi 2.0? What primitives are changing, and where do we go from here?
From liquidity to self-paying loans to permissionless borrowing/lending, these projects intertwine and work to align incentives between protocols and users.
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
DHARMA | From Dollars to DeFi!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Guests:
Jai Bhavnani
https://twitter.com/jai_bhavnani?s=20
Rari Capital
https://rari.capital/
Pat McNab
https://twitter.com/pat_mcnab?s=20
TracerDAO
https://tracer.finance/
Scoopy Truples
https://twitter.com/scupytrooples?s=20
Alchemix
https://alchemix.fi/
Carson Cook
https://twitter.com/LiquidityWizard?s=20
Tokemak
https://www.tokemak.xyz/
Zeus
https://twitter.com/ohmzeus?s=20
Olympus DAO
https://www.olympusdao.finance/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The Ethereum Name Service (ENS) announced its intentions to further decentralize with the $ENS token last week. Yesterday, they finally released it to the public.
Anyone that held an ENS domain by November 1st is eligible for this airdrop.
Congratulations to all those on the web3 frontier—you’ve been rewarded again!
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📣 DHARMA | From Dollars to DeFi!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Guests:
Brantly Millegan – Director of Operations at ENS
https://twitter.com/BrantlyMillegan?s=20
Nick Johnson – Founder, Lead Developer
https://twitter.com/nicksdjohnson?s=20
Resources:
CLAIM:
https://ens.mirror.xyz/5cGl-Y37aTxtokdWk21qlULmE1aSM_NuX9fstbOPoWU
DELEGATE:
https://ens.mirror.xyz/cfvfKRpQSPtZJjPQOprWqEeqv2rytE7tQkxDg6ht7Oo
TOKEN ALLOCATION:
https://ens.mirror.xyz/-eaqMv7XPikvXhvjbjzzPNLS4wzcQ8vdOgi9eNXeUuY
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
DC Investor is an investor... living in Washington, DC. Makes sense. A lot makes sense about DC Investor and his practical, long-term approach to the crypto markets. He has worked hard for his money, and expects his money to work hard for him in return.
With one of the best and varied NFT portfolios out there, as well as a sound thesis on ETH the asset, DC clues us in on his guiding principles and life lessons from a career as a W2 employee and crypto investor.
There's a reason DC has been on Bankless five times.
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📣 DHARMA | From Dollars to DeFi!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 DC Investor
9:36 Interest & Speculation
14:45 Risk Management
20:07 Conviction & Communities
26:58 The Crypto Moment
33:58 Early Internet Skills
41:53 Tech Changes Society
46:56 Investing, not Trading
53:04 Markets
1:00:30 NFTs and Signalling
1:09:58 Gaming
1:14:15 Digital Economies
1:19:16 Hobbies & Lifestyle
1:23:10 The Hoffman Personality Quiz
1:27:45 Closing
Resources:
DCInvestor on Twitter
https://twitter.com/iamDCinvestor?s=20
DC's NFT Collection
http://gallery.so/dcinvestor
DC's Newsletter
https://dcinvestor.substack.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Brian Armstrong is the Founder and CEO of Coinbase. As a pillar of innovation and adoption in crypto, Brian is playing a pivotal role in determining the kind of future we’ll see in the space.
The Crypto movement is a battle for hearts and minds, and Coinbase is fighting on the front lines.
Building bridges between the legacy world and the Metaverse is a daunting task, but Brian has been a headstrong leader with a powerful vision. Coinbase finds itself in a position to maximize a user’s choice for what they do with their assets.
With new features on the way like their NFT platform, Coinbase is steadily opening the doors for composability, decentralization, and ultimately… sovereignty.
✨ EPISODE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-brian-armstrong
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📣 DHARMA | From Dollars to DeFi!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
7:30 Brian Armstrong & His Start
14:11 Why Coinbase?
19:00 Money, Tech, and Values
25:48 The Drive and Vision
29:36 The Future of Coinbase
32:56 Retail, Institutions, and Developers
36:32 Relationship with DeFi
40:32 Coinbase Lend & CeDeFi
47:30 Public Goods & Decentralization
51:39 Eating All the Banks
58:09 Custody & Sovereignty
1:02:30 The Metaverse
1:10:02 NFTs and Mainstream
1:16:52 Withdraw to Layer 2
1:18:34 Regulation
1:26:40 Taking on the SEC
1:32:12 Maturing and Growing
1:36:27 Closing & Disclaimers
Resources:
Brian on Twitter:
https://twitter.com/brian_armstrong?s=20
Coinbase:
https://www.coinbase.com/
The Master Switch:
https://www.amazon.com/Master-Switch-Rise-Information-Empires/dp/0307390993
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of November, 2021
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 DHARMA | Trade on Polygon!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
Permissionless: https://blockworks.co/events/permissionless/
Bankless Discount: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022
7:00 MARKETS
7:22 BTC Price
7:41 ETH Price
9:14 ETH / BTC Ratio
10:10 DeFi Action
$BED: https://www.indexcoop.com/bed
13:19 Layer 2
https://l2beat.com/
15:05 Ultra Sound Money
https://ultrasound.money/
Fees: https://twitter.com/evan_van_ness/status/1453939554172301314?s=21
20:40 Market Cap
https://assetdash.com/
24:00 RELEASES
25:10 ENS
https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops
32:10 Maker x stETH
https://twitter.com/nomos_paradox/status/1453793036865982464?s=21
35:30 Crypto.com leveling up
https://twitter.com/froggyfrogster/status/1454181118807351310?s=21
40:05 Phonon by Gridplus
https://twitter.com/PhononDAO/status/1453822451436113924?t=CtbsGJIyI3ejIIirzm9UdA&s=19
41:47 DAO Masters
https://www.daomasters.xyz/
42:55 Ronin DEX
https://twitter.com/AxieInfinity/status/1456161289722548225
43:46 Optimism Upgrade
https://twitter.com/optimismPBC/status/1455645114269724675
45:28 ‘Standard Oil’ of Crypto
https://www.wsj.com/articles/digital-currency-group-wants-to-be-cryptos-standard-oil-11635764400
47:51 Metaverse Fund
https://www.theblockcrypto.com/linked/122856/firm-backed-by-alan-howard-winklevoss-twins-closes-100-million-metaverse-fund
51:22 Sandbox Raise
https://www.theblockcrypto.com/linked/122936/crypto-sandbox-93-million-softbank
52:58 Jobs
https://pallet.xyz/list/bankless/jobs
54:00 NEWS
54:48 Facebook Meta
https://about.fb.com/news/2021/10/facebook-company-is-now-meta/
1:02:15 Nike
https://twitter.com/joshgerben/status/1455225423411953671?s=21
1:04:22 Microsoft
https://blockworks.co/microsoft-ceo-the-metaverse-will-bring-real-world-into-any-digital-space/?oly_enc_id=9918E2523689A0T
1:04:55 Reddit
https://twitter.com/iamRahul20x/status/1455950490366263301
1:09:32 Quentin Tarantino
https://www.cnbc.com/2021/11/02/quentin-tarantino-to-offer-seven-uncut-scenes-from-pulp-fiction-as-nfts.html
1:10:26 NFT McRib
https://twitter.com/chriskatje/status/1455154519491416064?s=20
1:11:32 Matrix NFTs
https://twitter.com/jordanlyall/status/1455544585732640775?s=21
1:13:18 China Yes NFTs, No Crypto
https://blockworks.co/chinas-tech-giants-yes-on-nfts-no-on-cryptocurrencies/?oly_enc_id=9918E2523689A0T
1:14:31 CryptoPunk Flash Loan $500M
https://twitter.com/scott_lew_is/status/1454952085611589634
1:17:23 Aaron Rodgers
https://www.coindesk.com/business/2021/11/01/nfl-star-aaron-rodgers-gives-ringing-endorsement-of-bitcoin/
1:18:14 Coinbase Borrow
https://twitter.com/coinbase/status/1455664736687722500
1:19:06 Stablecoin Report
https://www.coindesk.com/policy/2021/11/01/biden-administration-to-congress-put-stablecoins-under-federal-supervision-or-we-will/
1:21:33 China Digital Currency
https://twitter.com/RyanSAdams/status/1456257274087763979?s=20
1:23:00 TAKES
1:24:30 NFT Breakfast
https://twitter.com/zeneca_33/status/1454599139803779076?s=21
1:25:58 L1 Traffic
https://twitter.com/ercwl/status/1454331785668608002?s=20
1:28:52 Play the Metaverse
https://twitter.com/RyanSAdams/status/1455160580843712519?s=20
1:31:13 A Wallet is a Profile
https://twitter.com/ohhshiny/status/1455270402788405254?s=21
1:32:14 Wikipedia
https://twitter.com/trustlessstate/status/1455548002114879493?s=21
1:33:31 Never Seen a Bear
https://twitter.com/ryansadams/status/1456001806992031755?s=21
1:37:46 Robots Use Ethereum
https://twitter.com/ameensol/status/1456115235769647110?s=20
1:40:54 Gender Equality
https://twitter.com/mdudas/status/1456285472326623242?s=20
1:41:31 What David’s Excited About
1:43:14 What Ryan’s Excited About
1:47:59 MEME of the Week
https://twitter.com/niftynaut/status/1454142514487861251?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Robbie Ferguson of ImmutableX returns to Bankless to discuss Immutable’s impressive growth and the momentous wave heading towards crypto gaming. The intersection of NFTs, culture, scale, and gaming are all on a collision course.
Immutable is powering TikTok’s first ever NFTs, and with a 10x increase in volume, well over 100 projects are building on Immutable X Token Launches.
Crypto gaming is coming. And for ImmutableX, it’s already here.
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📣 DHARMA | Trade on Polygon!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
10:00 Robbie & ImmutableX
17:08 Layer 2 and Partnerships
24:19 Building on Immutable
32:00 Starkware and Technology
40:45 The IMX Token
45:12 Data Availability & Fees
49:46 Centralization & Developing
55:15 Gaming & Value
1:03:43 Closing & Disclaimers
Resources:
Robbie on Twitter:
https://twitter.com/0xferg?s=20
ImmutableX:
https://www.immutable.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Griff Green is a builder and community manager in the Ethereum space. He is also a hippie, a former chemical engineer, and Seattle Supersonics super-fan. A true individual, Griff opted out of society after becoming disillusioned with modern institutions, traveling in a van with gold and silver until he heard about Bitcoin.
Falling down the crypto rabbit hole led Griff to become a deep Ethereum community member, eventually launching The DAO. The story of the DAO's beginnings, hack, and eventual hard for are the stuff of Sci-Fi. Filled with countless stories, this episode follows the life and times of a deeply fascinating member of Layer Zero.
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📣 DHARMA | Trade on Polygon!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 Griff Green & the SuperSonics
13:34 Chemical Engineering
18:20 Bankless with Gold
21:51 Bitcoin & Traveling
29:44 Into the Crypto World
35:07 Crypto Masters Degree
38:00 Ethereum Arrives
44:43 Entering the Community
51:29 Culture vs Price
56:00 Early Ethereum Culture
1:02:43 The DAO
1:07:20 Coming up with the DAO
1:13:25 Exploits
1:16:46 The DAO Token Creation
1:23:20 Explosion & Speculation
1:27:29 The Hack & Hard Fork
1:36:00 Dark DAO and Ethereum Classic
1:40:12 Hard Fork & Edge Cases
1:46:58 Lessons Learned
1:49:24 The Next 4 Years & Giveth
2:02:10 Closing
Resources:
Griff on Twitter:
https://twitter.com/thegrifft?s=20
Giveth:
https://giveth.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Chris Dixon is a general partner at a16z, and gives Bankless listeners a masterclass in understanding the Web3 Metaverse in this episode.
There are five essential mental models to understanding why Web3 matters, and they overlap often throughout the course of the conversation.
Web3 has begun to impact all corners of digital culture, from media to finance, art and gaming, and even identity. Mental models allow for digestible thinking patterns to understand and predict the world, and Chris lays out how these new digital primitives are changing everything.
✨ EPISODE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-5-mental-models
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 DHARMA | Trade on Polygon!
https://bankless.cc/dharma
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
8:00 Chris Dixon
12:09 Mental Models
16:29 Unpacking the Internet
25:43 Corporations vs Networks
30:17 Why Web3 Matters
35:30 Compete or Collaborate
43:25 Tokens are a New Digital Primitive
49:00 Users & Websites
54:45 Primitive NFTs
1:01:00 Take Rate is Opportunity
1:05:27 Culture & Ownership
1:11:07 Networks Becoming Economies
1:21:25 Power to the Users
1:28:48 It’s Just a Toy
1:37:20 a16z in 2021
1:42:10 Regulatory Landscape
1:45:58 2022 Predictions
1:49:23 Closing & Disclaimers
Resources:
Chris on Twitter:
https://twitter.com/cdixon?s=20
Why Web3 Matters:
https://twitter.com/cdixon/status/1442201621266534402?s=20
Why Decentralization Matters:
https://cdixon.org/2018/02/18/why-decentralization-matters
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of October, 2021
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
DAOpunks: https://twitter.com/DAOpunksNFT/status/1452700209029472258
7:00 MARKETS
7:20 BTC Price
7:54 ETH Price
8:50 ETH/BTC Ratio
10:25 DeFi Action
15:30 Uniswap Volume
https://twitter.com/Uniswap/status/1452673839654113291?s=20
16:54 Polygon Transactions
https://twitter.com/MihailoBjelic/status/1452797571227918342
18:47 8m ETH Staked
https://launchpad.ethereum.org/en/
19:44 Ethereum Fees
https://twitter.com/drakefjustin/status/1392556085941350400?s=20
25:00 RELEASES
26:00 GMI Index
https://twitter.com/banklessDAO/status/1453055618948939784?s=20
28:07 Across Protocol
https://twitter.com/AcrossProtocol/status/1452645990750695433
28:42 Argent to Starknet
https://twitter.com/StarkWareLtd/status/1452656894724747265
30:08 XDEFI Token
https://xdefi-io.medium.com/xdefi-wallet-token-economics-3378187df2b4q322
31:18 Metamask
https://twitter.com/MetaMask/status/1453089090908262404?s=20
32:22 Why Optimism?
https://twitter.com/justinjmoses/status/1453389396963700737?s=20
34:37 Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum
38:38 Parallel
https://twitter.com/techcrunch/status/1451216968724406272?s=21
39:42 Meta4 Capital
https://twitter.com/aarontcadena/status/1451417795556638720?s=21
41:24 Alchemy
https://twitter.com/fintechfrank/status/1453708525067251713?s=20
42:58 Hyy.pe
https://medium.com/hyype/hyy-pe-raises-2-mn-in-a-funding-round-to-build-a-social-storytelling-platform-b25dd9960bbc
45:08 CoinList
https://www.theblockcrypto.com/post/122005/coinlist-new-funding-100-million-valuation-1-5-billion
46:15 Jobs
https://pallet.xyz/list/bankless/jobs
48:00 NEWS
48:13 Disney NFTs
https://www.ledgerinsights.com/disney-to-launch-nft-digital-collectibles-with-veve/
52:00 SHIB
https://twitter.com/MorningBrew/status/1453445533754855433
59:52 WorldCoin
https://twitter.com/sama/status/1451203161029427208?s=20
1:06:47 Goldman Likes DeFi
https://blockworks.co/goldman-sachs-defi-has-its-advantages-over-traditional-finance/?oly_enc_id=9918E2523689A0T
1:07:30 Hacks
Polygon: https://decrypt.co/83997/polygon-dodges-850m-hack-pays-record-2m-bounty
Cream: https://thedefiant.io/cream-finance-third-largest-exploit/
Secure Apps: https://twitter.com/cyounessi1/status/1453377961198071816
1:13:57 Reddit NFT Platform
https://www.thestreet.com/crypto/defi/reddit-is-building-an-nft-platform
1:15:54 Twitter NFTs
https://twitter.com/wongmjane/status/1452373149689909248?s=20
1:17:20 Wordpress x Zora
https://twitter.com/nnnnicholas/status/1453502239218225152?s=20
1:18:02 Photoshop NFTs
https://www.theverge.com/2021/10/26/22745506/adobe-nft-art-theft-content-credentials-opensea-rarible-photoshop
1:18:55 Economist Cover
https://decrypt.co/84508/economist-defi-rabbit-hole-nft-sells-419k-ethereum
1:19:56 Firefighters Pension
https://www.coindesk.com/business/2021/10/21/houston-firefighters-pension-fund-makes-bitcoin-ether-purchase/
1:20:55 El Salvador Buys BTC
https://cointelegraph.com/news/el-salvador-buys-a-smokin-hot-420-more-bitcoin
1:21:16 Coinbase Lobbying
https://www.theblockcrypto.com/post/121687/coinbase-spent-nearly-800k-on-lobbying-in-2021s-third-quarter-as-part-of-influence-revamp
1:22:32 Terra vs SEC
https://www.scribd.com/document/534537134/Terraform-v-SEC
1:24:38 Mastercard
1:25:25 Regulation Rumors
https://twitter.com/Dogetoshi/status/1452750423912296448?s=20
1:27:11 Eric Peters
https://blockworks.co/one-river-ceo-eric-peters-crypto-is-most-interesting-macro-opportunity-and-investment/
1:28:11 Polymarket Investigation
https://twitter.com/CoinDesk/status/1451963547748028424?s=20
1:31:00 TAKES
1:31:30 Positive Feedback Loop
https://twitter.com/TrustlessState/status/1453483897778421767?s=20
1:35:17 Unconstitutional Fed
https://twitter.com/ronpaul/status/1451940261400096775?s=21
1:37:13 Hyperinflation
https://twitter.com/jack/status/1451733913961783299?s=20
1:40:05 Why Fiat Worked
https://twitter.com/RyanSAdams/status/1452703301846413312?s=20
1:43:39 Unrealized Gains Tax
https://twitter.com/matthuang/status/1452477175655919616?s=21
1:47:02 Facebook Whistleblower
https://twitter.com/Jessicalessin/status/1452441900808433667?s=20
1:48:32 Owning NFTs
https://twitter.com/3LAU/status/1452774836153905155?s=20
1:48:55 What David’s Excited About
1:50:20 What Ryan’s Excited About
1:55:12 MEME of the Week
https://twitter.com/banklesshq/status/1452263812183347201?s=21
Not financial or tax advice.
See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
BTC vs. ETH. It's the crypto title fight.
Crypto is a non-zero sum game, but there can only be one #1 blockchain. Which of the two giants has the better monetary policy? What about roadmap? Community? Culture?
Tune in as the two communities square off to find out which protocol is the more sound.
POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
4:00 Dennis, Muneeb, and Justin
7:09 What is Money?
11:18 Soundness
14:32 Properties of Bitcoin
19:45 Bitcoin's Security
25:33 Stacks vs Rollups
31:55 Blockspace Value
35:25 Fee Markets & Security
41:05 Properties of Ethereum
45:08 Weak Subjectivity
53:07 Proof-of-Stake
1:01:55 Money vs Smart Contract Platform
1:08:17 Stacks
1:13:24 Money & Execution Layers
1:17:25 Attacking the Network
1:25:27 Slashing & Hard Forks
1:30:37 Soundness & Monetary Policy
1:39:02 Ossifying and Innovation
1:43:29 Closing & Disclaimers
Resources:
Justin on Twitter:
https://twitter.com/drakefjustin?s=20
Dennis on Twitter:
https://twitter.com/Dennis_Porter_?s=20
Muneeb on Twitter:
https://twitter.com/muneeb?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In a special State of the Nation episode, David and Ryan unpack the concept of 'modular blockchains'.
Are modular blockchains the path to ultra blockchain scalability? YES!
POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
10:00 Consensus, Data, and Execution
16:55 The Scalability Trilemma
22:18 Developing in Parallel
29:00 Computer Chips & Nature
35:02 Modular Blockchain Design
43:10 Sharding & Data Availability
51:23 Consensus & Proof of Stake
57:06 Decentralization
1:01:55 Synergies
1:06:30 More Security
1:10:59 Future of Monolithic Blockchains
1:19:32 Triple Point Asset
1:25:19 Ultra Scalable Ethereum
1:31:45 Interest of the Token Holders
1:35:24 Ethereum's Roadmap
1:37:45 Closing & Disclaimers
Resources:
Modular is Revolutionary:
https://polynya.medium.com/processors-blockchains-modular-is-revolutionary-ded01824b603
Market Monday:
https://newsletter.banklesshq.com/p/ethereum-2025
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Camila Russo is the author of The Infinite Machine and founder of The Defiant, the DeFi-focused media company. Camila has a rich backstory, taking her from Chile to Argentina, Miami, Madrid, Chicago, and eventually New York. With an entrepreneurial spirit and a passion for storytelling and journalism, Cami has earned her reputation as a leader in the space.
As the Defiant expands into new territories of both data and content, Camila discusses her story of breaking into the world of journalism and finding crypto. As institutions flock to the space, it’s important to remember that stories and narratives are what capture the heart and minds of the people.
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
3:30 Cami Russo & South America
9:20 Entrepreneurial Spirit
15:22 Cami’s Start
21:28 Educating
25:35 The Dopamine of Scoops
31:05 Bitcoin to Ethereum
40:00 Why Ethereum?
46:05 Joining the Community
52:40 The Infinite Machine
1:01:23 The Power of Stories
1:07:44 Starting the Defiant
1:15 :08 Talking Shop
1:23:04 Narrative & Subjectivity
1:26:38 Maximally Successful Defiant
1:30:30 Closing
Resources:
Camila on Twitter:
https://twitter.com/CamiRusso?s=20
The Defiant:
https://thedefiant.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Eric Peters is the Founder and CEO of One River Digital Asset Management. In this episode, he joins the Bankless Podcast to bring the perspective of a traditional hedge fund manager into a crypto context. Spending his career in the markets, his insights to the macro environment are vast and inform his investing decisions, and he sees crypto as a pathway to a renaissance – but also to a dystopia.
Seeing a 'quantum' level change underway, Eric explores the bumpy road ahead with thoughtful views on generation gaps, income inequality, and the power of digital assets. Eric's approach is a pragmatic one, addressing the crypto revolution in realistic terms that makes these paradigm shifts feel simultaneously instant and drawn out.
✨ EPISODE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-institutions-are
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
6:00 Eric Peters of Greenwich, CT
12:45 Buying $600M of Crypto
16:25 Building a Team
23:55 A Macro History Lesson
32:19 A Quantum Change
40:20 Dystopia or Renaissance
49:16 Bumpy Road Ahead
55:12 Generational Stresses
1:03:25 Faith In Currency
1:10:52 Regulatory Wrestling Match
1:15:42 Young, Dumb, and Broke
1:24:48 DeFi Boomers
1:29:00 Money is an Illusion
1:37:49 One Grave at a Time
1:42:20 Predictions
1:46:39 Closing & Disclaimers
Resources:
Weekend Notes:
https://www.oneriveram.com/wknd-notes
The Case for Digital Assets:
https://www.oneriveram.com/s/The-Case-for-Digital-Assets-One-River.pdf
The Crypto Renaissance:
https://youtu.be/karddOiv4ZA
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bankless Nation, meet Chris Whinfrey, CEO and Founder of Hop Protocol. Hop is a liquidity protocol that allows users to transfer assets across different Layer 2's and Rollups, currently supporting Ethereum Mainnet, Polygon, xDai, Optimism, and Arbitrum.
Removing the bottlenecks of returning to the L1 is a massive step forward in making Ethereum a modular, scaled ecosystem. Hop has contracts on Layer 1 and Layer 2s, with Hop tokens accounting for the exchanged liquidity across platforms.
With an emphasis on Hop's technical capabilities and user experience, we the project from top to bottom and the implications of what composability can do for DeFi.
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
4:00 Chris Whinfrey of Hop Protocol
7:28 What Does it Mean To Hop?
15:03 Accounting for Assets
21:35 Bank Runs & Incentives
26:00 Non-EVM Chains
29:34 Providing Liquidity & Yield
36:20 Faster, Cheaper, Stronger
40:19 Hop’s Organization & Roadmap
43:20 Other Interests… NFTs & DAOs
46:02 Closing & Disclaimers
Resources:
Chris on Twitter:
https://twitter.com/WhinfreyChris?s=20
Hop Links
- Twitter: https://twitter.com/HopProtocol?s=20
- Discord: https://discord.gg/PwCF88emV4
- Exchange: https://hop.exchange/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of October, 2021
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
3:15 MARKETS
3:30 BTC Price
Swiss Franc: https://twitter.com/BitcoinMagazine/status/1450840947806380032?s=20
6:03 ETH Price
JP Morgan: https://twitter.com/CryptoGucci/status/1451186937100845057/photo/1
7:55 ETH/BTC Ratio
12:51 DeFi All Time High
16:40 BED Index
https://www.indexcoop.com/bed
17:20 Layer 2
https://l2beat.com/
18:12 EIP 1559
https://twitter.com/tokenterminal/status/1449737786106523649?s=21
21:10 Polygon Addresses
https://twitter.com/sassal0x/status/1448960122399576068?s=20
21:31 Elon Memes
https://twitter.com/elonmusk/status/1451015695106560000?s=21
23:00 RELEASES
24:00 Futureswap v4
https://twitter.com/futureswapx/status/1448382775912923136
25:28 ENS Websites
https://twitter.com/BrantlyMillegan/status/1447608175805485069?s=20
26:32 Wyoming DAOs
https://twitter.com/banklessDAO/status/1450133430860140547?s=20
28:22 Connext Explorer
https://twitter.com/ConnextNetwork/status/1450456240497307659?s=20
29:13 RAISES
29:56 Obol
https://www.theblockcrypto.com/post/120960/obol-technologies-seed-funding-crypto-staking-protocol
31:04 Polynomial
https://medium.com/polynomial-protocol/polynomial-raises-1-1m-to-build-a-defi-options-marketplace-d8e613740dfc
31:45 Element
https://www.coindesk.com/business/2021/10/19/defi-protocol-element-finance-raises-32m-in-series-a-round/
32:51 Bitwise & Polygon
https://twitter.com/0xpolygon/status/1450816681991806976?s=21
33:59 Variant
https://decrypt.co/83772/andreessen-horowitz-vets-launch-110m-crypto-ownership-fund
34:47 Galaxy Interactive
https://decrypt.co/83769/galaxy-crypto-fund
35:29 FTX $420,690,000
https://twitter.com/CoinDesk/status/1451156573154390020?s=20
36:53 Candy
https://www.theblockcrypto.com/linked/121632/nft-startup-candy-digital-raises-100-million-in-series-a-round
38:01 Stronghold
https://www.theblockcrypto.com/linked/121444/bitcoin-mining-stronghold-127-million-ipo
38:54 Jobs
https://pallet.xyz/list/bankless/jobs
40:30 NEWS
40:45 Bitcoin ETF
https://twitter.com/SEC_Investor_Ed/status/1448710749921087488?s=20
49:26 Coinbase NFT Platform
https://metaversal.banklesshq.com/p/the-coinbase-nft-platform-
53:11 Wu Tang x PleasrDAO
https://twitter.com/pplpleasr1/status/1450859174628405258?s=20
58:18 DraftKings x Polygon
https://twitter.com/DraftKingsNews/status/1450089669396475907?s=20
1:00:25 Facebook on Ethereum
https://twitter.com/RyanSAdams/status/1450580346286878725?s=20
1:06:30 POAP CryptoPunk Bid
https://twitter.com/poapxyz/status/1449058492371906560?s=21
1:09:52 Steam the Incumbent
https://twitter.com/verge/status/1449137444654358534?s=21
1:12:36 Ross Ulbricht NFT
https://twitter.com/realrossu/status/1450484387531870214?s=21
1:13:34 Andrew Yang
https://twitter.com/AndrewYang/status/1450882429674156032?s=20
1:16:11 Economist
https://cdn.shopify.com/s/files/1/0535/3509/products/20210918_ECN_NP_NAVA_001_512px.jpg?v=1632199560
1:18:28 Square Mining
https://twitter.com/jack/status/1449110239442345995?t=M8bBtoED6AVwLOQPcMaMOA&s=19
1:21:07 Facebook Metaverse
https://www.wsj.com/articles/facebook-to-hire-10-000-workers-in-eu-to-build-up-metaverse-11634536014
1:22:30 Coinbase Policy
https://blockworks.co/coinbase-proposes-digital-asset-policy-to-help-chart-regulatory-course/?oly_enc_id=9918E2523689A0T
1:24:00 CeFi Lenders
https://twitter.com/Bloqport/status/1450114717175910401?s=20
1:26:44 Australian Regulation
https://cointelegraph.com/news/aussie-senate-committee-proposes-overhaul-of-crypto-taxes-daos-and-exchange-licenses?utm_source=Telegram&utm_medium=social
1:28:07 Ape & Bull
https://www.reddit.com/gallery/qarb5k
1:31:03 Quick Hits
1:34:00 TAKES
1:35:00 Cave Paintings
https://twitter.com/mattmedved/status/1448823527621148673?s=21
1:35:52 My First NFT
https://twitter.com/mattmedved/status/1448136034567397377?s=21
1:36:12 NFTs are a Scam
https://twitter.com/AdamSacks/status/1450521593684402184?s=20
1:36:57 DAO 2 DAO
https://twitter.com/anonngmi/status/1449145793789808640?s=21
1:37:53 Crypto TAM
https://twitter.com/trustlessstate/status/1450653292283916292?s=21
1:40:04 New Regulators
https://twitter.com/twobitidiot/status/1450560238101336070?s=20
1:40:49 What David’s Excited About
1:45:22 What Ryan’s Excited About
1:47:41 MEMEs of the Week
https://twitter.com/androolloyd/status/1450413543279505410?s=20
https://twitter.com/lay2000lbs/status/1448766694328094721?s=20
1:51:33 Closing & Disclaimers
https://newsletter.banklesshq.com/p/bankless-disclosures
Scoopy Truples from Alchemix returns to Bankless to update us on what lies ahead for the protocol, and more broadly, the DeFi ecosystem.
Alchemix v2 is on the horizon, which will allow for much more composability and integration with the rest of DeFi, as well as introducing new means of collateral such as LUSD and MIM. Scoopy also details plans for Layer 2 and Cross-Chain launches.
The second half of the conversation turns to DeFi 2.0, which Scoopy outlined in this epic twitter thread. This new generation of DeFi projects introduce a new primitive for bootstrapping liquidity and capital to a protocol, which traditionally has been achieved via incentivized liquidity pools.
This new model allows protocols to purchase LP positions and accrue value more sustainably, discouraging mercenary capital that leaves when rewards taper off. Scoopy brings big ideas and digestible explanations to this complicated topic, contextualizing what may become a new era for DeFi.
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
3:30 Scoopy Truples & Alchemix v2
8:02 Optimizing Yield
13:03 Community & alETH Vault
21:23 Layer 2 & Cross-Chain
29:58 Governance & Participation
37:00 DeFi 2.0 and Olympus DAO
49:16 How it Works
54:39 Flushing out Toxic Liquidity
58:24 Adopting this Primitive
1:01:23 Tokemak
1:03:54 Closing & Disclaimers
Resources:
Scoopy on Twitter:
https://twitter.com/scupytrooples?s=20
Scoopy’s DeFi 2.0 Thread
https://twitter.com/scupytrooples/status/1447398430574141445?s=20
Alchemix Links:
- Twitter: https://twitter.com/AlchemixFi?s=20
- Discord: https://discord.com/invite/alchemix
- Website: https://alchemix.fi/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
(3,3)
Olympus DAO and its native OHM token have taken over the meme-osphere. With its novel tokenomics, it has become an emergent powerhouse in this DeFi 2.0 phenomenon. With Olympus Pro on the way, the DAO seeks to change the current mercenary structures of yield farming and replace it with a sustainable and stable ecosystem.
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
7:00 Zeus and DeFi 2.0
10:21 Traditional Liquidity Mining
15:39 Protocol-Owned Liquidity
25:11 Bonding & Treasuries
30:41 Realigning Incentives
36:50 Are There Tradeoffs?
44:13 Olympus Pro
52:52 New Generation of Protocols
57:00 Olympus DAO
1:02:24 Branding as a Currency
1:08:47 Ponzi Games & Haters
1:16:44 The Ohmies & DeFi 2.0
1:20:40 Closing & Disclaimers
Resources:
Zeus on Twitter:
https://twitter.com/ohmzeus?s=20
Olympus DAO:
https://www.olympusdao.finance/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Danny Ryan is an Ethereum 2.0 researcher at the Ethereum Foundation, but he is also a cat owner, husband, and outdoors enthusiast. With some of the longest hair in crypto, Danny is solving extremely difficult and important problems at the protocol level for Ethereum. He is a communicator and a thinker—he is technical but also personable.
Danny is a human at the center of this movement, navigating through high-stakes subjective decisions and surrounded by smart, passionate people. This conversation also covers what it’s like working for a protocol. What’s it like working without a boss and concrete job description?
Danny’s answer? He cares a lot.
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
4:00 Danny Ryan & His Hair
8:50 Coding & Building
12:45 Communicating
19:37 Subjective Decisions
25:05 Existential Risks
31:35 Work Culture & Accountability
38:08 After Ethereum
41:21 Proof of Stake
45:36 Social Interactions
51:42 More Proof of Stake
55:40 Bitcoin
58:10 Clean Money
1:00:15 Happy Devs & the Mock Merge
1:06:01 Personal Stuff
1:14:55 Closing
Resources:
Danny on Twitter:
https://twitter.com/dannyryan?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Andrew Yang is a former Presidential and Mayoral candidate, entrepreneur, and founder of the new Forward Party. Seeking ways to push our democracy into the future, Andrew has championed novel ideas to improve the deep intrinsic problems of the current two-party system.
We see aligned interests between the Forward Party and the crypto community, and Andrew says during the episode that the Forward party IS the Crypto party. Re-establishing legitimacy to our institutions, evolving our governance system, and upgrading our economic protocols are shared interests of Andrew Yang and the Bankless Nation. We are stoked to have Andrew on the podcast, so dive in for a fascinating discussion of what's wrong with our current system and what we can do to fix it.
✨ EPISODE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-forward-with-crypto
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
8:00 Andrew Yang & Crypto
13:20 American Democracy
17:38 A Third Path
24:51 Banking is Broken
30:19 Big Tech
34:45 Open Primaries
43:47 A More Intelligent System
51:00 Crypto UBI
57:57 Crypto and the Forward Party
1:04:19 Lobbying & Stigma
1:10:27 Clarity and Platforms
1:15:01 The Forward DAO
1:22:00 andrewyang.eth
1:24:57 Optimism about the 2020s
Resources:
Andrew Yang on Twitter:
https://twitter.com/AndrewYang?s=20
Andrew's Book 'Forward'
https://www.penguinrandomhouse.com/books/667341/forward-by-andrew-yang/
Forward Party on Twitter:
https://twitter.com/Fwd_Party?s=20
Welcome to Bankless:
https://shows.banklesshq.com/p/-welcome-to-bankless-2021-edition
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of October, 2021
📣 POOLTOGETHER | DEFI LOTTERY
https://bankless.cc/PoolTogether
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🧙♀️ ALCHEMIX | SELF-PAYING LOANS
http://bankless.cc/Alchemix
Topics Covered:
0:00 Intro
6:30 MARKETS
6:49 BTC Price
7:18 ETH Price
7:55 ETH/BTC Ratio
9:40 DeFi Action
13:34 Layer 2
https://l2beat.com/
14:16 EIP 1559
https://ultrasound.money/
16:55 Funds Bullish
https://blockworks.co/coinshares-survey-ethereum-most-compelling-for-growth/?oly_enc_id=9918E2523689A0T
18:51 Crypto Population
https://triple-a.io/crypto-ownership/
20:44 ETH Miners
https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-99f
22:15 Gas Markets
https://twitter.com/drakefjustin/status/1448271939563315207?s=20
24:00 RELEASES
25:30 ENS NFT Support
https://medium.com/the-ethereum-name-service/nft-avatar-support-for-ens-profiles-bd4a5553f089
27:22 Flashbots Protect
https://medium.com/flashbots/announcing-flashbots-protect-9e039e9f0aa3
28:33 Starknet Alpha
https://medium.com/starkware/starknet-alpha-is-coming-to-mainnet-b825829eaf32
30:20 Arbitrum Nitro
https://medium.com/flashbots/announcing-flashbots-protect-9e039e9f0aa3
31:12 XDEFI Wallet
https://twitter.com/xdefi_wallet/status/1447927319809695759?s=20
32:27 Pods Options Protocol
https://twitter.com/PodsFinance/status/1447694027520978948
33:14 Klima DAO
https://twitter.com/KlimaDAO/status/1447655381396688898
33:55 Binance Growth Fund
https://twitter.com/fintechfrank/status/1447911371979563013?s=20
35:08 Optimism Website
https://twitter.com/optimismPBC/status/1446127432914792458
35:52 Consensys Raise
https://www.coindesk.com/business/2021/10/11/consensys-holds-funding-round-talks-with-3b-valuation-report/
37:54 Gelato
https://cointelegraph.com/news/gelato-raises-11m-from-heavyweight-backers-for-web-3-automation
38:37 Paradigm Raising $1.5B
https://twitter.com/CoinDesk/status/1447585718155550721?s=20
40:11 Merit Circle
https://twitter.com/MeritCircle_IO/status/1446068046456573954
40:34 Moonpay
https://www.theblockcrypto.com/linked/120145/crypto-payment-startup-moonpay-valued-at-3-4-billion-after-first-funding-round
41:23 Zora Marketplace
https://twitter.com/ourZORA/status/1447570240825593859?s=20
42:40 TradingView
https://www.theblockcrypto.com/linked/120628/charting-platform-tradingview-raises-298-million-at-3-billion-valuation
43:39 Jobs
https://pallet.xyz/list/bankless/jobs
46:00 NEWS
46:32 Coinbase NFTs
https://blog.coinbase.com/coinbase-nft-is-coming-soon-join-the-waitlist-today-for-early-access-cc7bac29fd72?gi=349fbf228b8
49:18 Hester Peirce
https://twitter.com/RyanSAdams/status/1448019986480574469?s=20
57:04 Biden Executive Order?
https://www.bloomberg.com/news/articles/2021-10-08/white-house-weighs-wide-ranging-push-for-crypto-oversight
1:02:00 German Auto1 FT
https://finbold.com/german-auto-company-becomes-the-first-in-eu-to-finance-cars-on-ethereum-blockchain/
1:03:45 Polygon Gas Hikes
https://thedefiant.io/polygon-transaction-fee-hike/
1:05:12 MakerDAO Tax Talk
https://thedefiant.io/makerdao-taxes-incorporation-debate/
1:07:21 ETH2 Merge
https://twitter.com/benjaminion_xyz/status/1446516207159582743
1:08:20 Visa NFTs
https://www.coindesk.com/business/2021/10/13/visa-launching-nft-program-to-support-digital-artists/
1:09:09 Viacom NFTs
https://www.theblockcrypto.com/linked/120400/crypto-startup-deal-with-viacomcbs-could-lead-to-spongebob-and-south-park-nfts
1:11:22 NFTs Launching Tokens
1:12:35 NYSE BTC ETF
https://twitter.com/Matt_Hougan/status/1448644459122475008?s=20
1:13:45 Hashpower Moving West
https://www.coindesk.com/business/2021/10/13/us-claims-bitcoin-mining-crown-following-china-crackdown/
1:15:14 DeFi Moving West
1:15:34 Sam Bankman-Fried
1:19:43 Lummis Long BTC
1:20:35 Sorare Under Investigation
1:21:15 News Quick Takes
1:24:30 TAKES
1:25:30 Digital Nations
https://twitter.com/TrustlessState/status/1446301490981703682?s=20
1:26:50 It’s the 1790s
https://twitter.com/TrustlessState/status/1446301490981703682?s=20
1:29:30 Vitalik on Bukele
https://twitter.com/ofnumbers/status/1446500137400999951?s=20
1:34:18 Vibes
https://twitter.com/awrigh01/status/1447704830814867459?s=21
1:37:03 NFTs Have Time
https://twitter.com/zeneca_33/status/1448164983393689604?s=21
1:37:58 Pirates
https://twitter.com/bertcmiller/status/1448068826604707844?s=21
1:38:58 NFTs vs Supply Chains
https://twitter.com/TrustlessState/status/1448657550358974480?s=20
1:40:28 What David’s Excited About
1:42:40 What Ryan’s Excited About
1:45:17 MEME of the Week
https://twitter.com/husker_eth/status/1448077307776839683?s=21
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
The magnitude of crypto gaming is increasingly clear, for those paying attention. For Bryce Johnson of Loot Squad, Gabby Dizon of Yield Guild, and Kieran Warwick of Illuvium, crypto gaming is inevitable.
Existing at the intersection of finance, gaming, and culture, this sector has a gargantuan addressable market. Axie Infinity has tapped into the passion and potential of dedicated communities, building an entire economy around its protocol. As the traditional gaming market flounders, new strides are being taken to revolutionize how we game, how we work, and how we own.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered
0:00 Intro
6:00 What To Call This?
11:16 Play-to-Earn
15:56 Loot Squad
19:38 Yield Guild
24:21 Illuvium
30:54 How Big is Crypto Gaming?
37:43 Community
42:32 Making People Nice
50:00 Will Games Still Be Fun?
58:15 Ponzi Games
1:01:24 Crypto Gaming Roadmap
1:07:14 Closing & Disclaimers
Resources
Bryce on Twitter:
https://twitter.com/brycent_?s=20
Gabby on Twitter:
https://twitter.com/gabusch?s=20
Kieran on Twitter:
https://twitter.com/KieranWarwick?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jai Bhavnani is the Co-Founder of Rari Capital, the DAO behind a quickly growing suite of DeFi protocols. Most popular is Fuse, the open interest rate protocol that allows users to lend and borrow digital assets. As Fuse approaches $1B total value locked, Rari recently announced permissionless Fuse pool creation. This means that anyone with liquidity can create a money market for their digital asset of choice.
Rari finds itself at the center of what is being described as DeFi 2.0, a loose collection of newer DeFi protocols which orbit around novel tokenomics, game theory, and memes. Tune in to find out where Rari sits among resident DeFi blue chips, and the future of young people pioneering in the crypto space.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants/dharma
Topics Covered:
0:00 Intro
10:00 Jai Bhavnani
16:22 Rari Capital
20:47 The Long Tail & Risk
29:02 Assessing Risk & Yield
33:08 Total Value Locked
38:46 Roadmap
44:00 ZoomerFi, DeFi 2.0
52:47 Build Fast, Break Fast
58:19 Crossing $1B
1:00:51 Regulation & Zoomers
1:04:54 What's Left to Build?
1:08:12 Closing & Disclaimers
Resources:
Jai on Twitter:
https://twitter.com/jai_bhavnani?s=20
Rari Capital:
https://rari.capital/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Pet3r Pan got into crypto around 2017, writing his Before Bitcoin series and finding his way into the Ethereum community. As a core member of the movement, Pet3r is one of the earliest DAO pioneers as a champion of Metacartel.
This conversation revolves around the power of curating people and projects. Metacartel has instantiated itself as a loose-ish collective of certified 'good people.' Trust, positive sum personalities, and vibes are all forms of capital under this new paradigm. It's pretty cool.
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Lido
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants/dharma
Topics Covered:
0:00 Intro
4:00 Pet3r Pan & Before Bitcoin
8:18 Getting Started in Crypto
14:21 Tech Startups
18:39 Communities and Vibing
27:33 Genesis of the Culture
34:35 Metacartel Origins
43:00 Becoming a DAO
53:54 Making DAOs Cool Again
58:01 Why Care?
1:05:14 Sustainablility
1:10:32 Financial vs Social Capital
1:17:29 Trust & Culture
1:21:59 Defining Metacartel
1:27:40 The Vision
1:32:06 Closing
Resources:
pet3rpan on Twitter:
https://twitter.com/pet3rpan_?s=20
Before Bitcoin Part 1:
https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-one-e199f02ca380
Before Bitcoin Part 2:
https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-two-94c4576005
Before Bitcoin Part 3:
https://pet3rpan.medium.com/before-bitcoin-pt-3-90s-cryptowars-e857915fab82
Before Bitcoin Part 4:
https://pet3rpan.medium.com/before-bitcoin-pt-4-00s-new-millenium-426d6e3dcb1a
The Digital Culture Revolution:
https://newsletter.banklesshq.com/p/the-digital-culture-revolution
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Rune Christensen is the Founder of MakerDAO and one of the pioneers of the DeFi space. As one of the earliest DeFi protocols, Maker set precedents for tokenomics, governance, and use cases. Maker is setting new precedents with the recent announcement of Société Générale's proposal for a Maker loan using bond tokens.
As a thought leader in Crypto, Rune has had some fascinating takes lately on the plausibility of a multichain future, as well as how incentives can turn DAI into a clean money. From maximalism to environmentalism, this conversation explores it all.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
7:00 Rune Christensen of MakerDAO
12:20 Société Générale
20:32 Why Maker?
23:48 Criticizing the Multi-Chain World
41:19 Optimizing for Home
49:06 On Maximalism
58:13 Nativity and Monetary Premium
1:07:47 Does Decentralization Matter?
1:12:53 Multi-Chain Propaganda
1:20:00 Maker as Clean Money
1:29:56 Aligning Human & Market Values
1:41:05 Environmental Economic Crisis
1:46:26 How Maker Gets Clean
1:53:24 Narratives
2:02:41 Solarpunk Tokenomics
2:09:53 Updates on DeFi
2:12:12 Closing & Disclaimers
Resources:
Rune on Twitter:
https://twitter.com/RuneKek?s=20
MakerDAO:
https://makerdao.com/en/
The Case for Clean Money:
https://twitter.com/RuneKek/status/1445072416598859781?s=20
The L1 Future:
https://twitter.com/RuneKek/status/1436454065760788483?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Hey Bankless Nation
Here's some weekend content for you!
Every now and then, Anthony Sassano and David hop into a live stream and chat about things. We thought the conversation was especially useful this week, so we're putting it on the podcast feed.
Enjoy!
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/b...
1st Week of October, 2021
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:10 Markets
6:20 BTC Price
6:53 ETH Price
7:55 ETH/BTC Ratio
9:54 DeFi Action
12:35 Layer 2
https://l2beat.com/
13:58 EIP 1559
https://twitter.com/yugacohler/status/1445465542882594820?s=20
17:30 Settling Value
https://twitter.com/RyanWatkins_/status/1445020156984537092?s=20
19:49 Zapper Monthly Active Users
https://twitter.com/sebaudet26/status/1445222731058974721?s=20
20:29 Q3 Breakdown
https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-846
27:00 RELEASES
28:00 Axie DEX
https://www.theblockcrypto.com/linked/119283/axie-infinity-is-launching-a-decentralized-exchange
30:01 Context
https://twitter.com/context/status/1444038168739602435
https://context.app/feed/cryptopunks
31:51 Lido Dashboard
https://twitter.com/LidoFinance/status/1445712382827716612?s=20
33:04 Clean DAI
https://twitter.com/RuneKek/status/1445072416598859781?s=20
36:01 State of the DAOs
https://banklessdao.substack.com/p/state-of-the-daos-0-oct-6th-2021
36:57 Raises
Axie: https://www.techinasia.com/axie-infinity-developer-raise-150m-andreessen-horowitzled
Ramp: https://www.theblockcrypto.com/post/119386/warsaw-based-crypto-startup-ramp-hits-300-million-valuation-in-series-a-raise-sources
39:21 Jobs
https://jobs.banklesshq.com/
41:26 NEWS
41:36 TikTok NFTs
https://twitter.com/Immutable/status/1443621824651149312?s=20
https://www.dazeddigital.com/science-tech/article/54381/1/lil-nas-x-is-fronting-tiktok-s-debut-nft-collection
43:48 Société Générale & Maker
https://twitter.com/runekek/status/1443703869414989824?s=21
45:30 Facebook Down
https://twitter.com/alexhern/status/1445130867073032195?s=21
50:31 ETH Merge Updates
https://twitter.com/dannyryan/status/1445384777989869570
https://twitter.com/sajidazouarhi/status/1445773328334016519?s=20
https://twitter.com/ajsutton/status/1445264669283733506?s=20
53:24 RocketPool Close Call
https://twitter.com/stakewise_io/status/1445475001696620550?s=20
54:48 Connext
https://twitter.com/ConnextNetwork/status/1445429803637776397?s=20
56:47 Modular Blockchains
https://twitter.com/epolynya/status/1445627660156030978?s=20
https://twitter.com/epolynya/status/1445862981204537347?s=20
1:03:08 SolRazr IDO
https://medium.com/@SolRazr_App/update-on-solrazrs-ido-5903ea4f81c4
1:06:58 Bank of America Report
https://twitter.com/DocumentEther/status/14452964149767413781:07:41 CryptoToadz
https://decrypt.co/82564/ethereum-nft-market-opensea-record-cryptoadz-sales-surge
1:08:58 Soros & BTC
https://twitter.com/TheBlock__/status/1445709388056915968?s=20
1:09:35 Tax Loophole
https://www.cnbc.com/2021/09/29/wash-sale-rules-could-apply-to-bitcoin-and-ethereum-in-spending-bill.html
1:11:20 Regulating Stablecoins
https://www.wsj.com/articles/biden-administration-seeks-to-regulate-stablecoin-issuers-as-banks-11633103156?page=1
1:12:13 SEC Investigating Circle
https://twitter.com/coindesk/status/1445194700441391105?s=21
1:15:39 Quick News
Powell: https://twitter.com/Blockworks_/status/1443612299584024582?s=20
BitGo: https://www.theblockcrypto.com/post/119751/bitgo-exec-corporates-are-asking-weekly-to-add-bitcoin-to-their-balance-sheet
Utopia Labs: https://twitter.com/utopialabs_/status/1443974562467631105?s=20
RICKS: https://twitter.com/_Dave__White_/status/1445787515848253455?s=20
1:18:30 TAKES
1:19:30 5-10 Year Thesis
https://twitter.com/sassal0x/status/1445195117627797506?s=20
1:23:18 After Hours
https://twitter.com/joelallouz/status/1445547333182103555?s=21
1:23:58 Source of Truth
https://twitter.com/trustlessstate/status/1445602552205099009?s=21
1:24:55 The Stapler
https://twitter.com/nanexcool/status/1445950706561830913?s=20
1:25:42 Blockchain Trends
https://twitter.com/awrigh01/status/1445495850730278912?s=20
1:26:44 Modular Blockchains
https://twitter.com/ChainLinkGod/status/1445897530517049351?s=20
1:27:44 Vortex of Value
https://twitter.com/AminCad/status/1444612109430505473?s=20
1:29:45 What David’s Excited About
1:31:03 What Ryan’s Excited About
1:37:54 MEME(s) OF THE WEEK
https://twitter.com/nansen_ai/status/1446016393174917127?s=20
https://www.reddit.com/r/ethereum/comments/q1t5qk/the_merge_is_coming/
https://twitter.com/benjaminion_xyz/status/1445778153809453059?s=20
Moment of Zen
https://twitter.com/poltrackrr/status/1445099550071480320?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/b...
Save 10% on dYdX trading fees!
https://trade.dydx.exchange/r/bankless
In September 2021, dYdX did more trade volume than Coinbase for the first time. The growth in the scaled trading protocol has been astounding, and this has been no coincidence. dYdX has pioneered Layer 2 solutions along with Starkware's ZK Rollup, and the result has been an explosion of perpetual swaps and deep liquidity pools on dYdX's native rollup.
Antonio Juliano returns to Bankless to discuss the parabolic growth of dYdX, the plans for its governance & utility token, and the future of decentralized derivatives.
State of the Nation is livestreamed on Tuesdays at 11am PT / 2pm ET.
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants/dharma
Topics Covered:
0:00 Intro
8:30 Antonio Juliano of dYdX
11:06 dYdX vs. Coinbase
15:50 Who's Trading?
19:09 Behind the Success
24:31 Layer 2 & TVL
32:40 Order Book
38:45 The Largest Exchange
42:03 Competing with FTX
47:30 Decentralization
52:58 The DeFi Spectrum
57:20 Pioneering Scale & Layer 2
1:04:48 Ethereum Layer 1
1:07:48 Regulatory
1:12:41 Successful dYdX
1:16:10 Closing & Disclaimers
Resources:
Antonio on Twitter:
https://twitter.com/AntonioMJuliano?s=20
dYdX:
https://dydx.exchange/
How to Trade:
https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup
How to Earn:
https://newsletter.banklesshq.com/p/a-guide-to-earning-on-dydx
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Follow Luke on Twitter!
https://twitter.com/luke_spotlong
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants/dharma
Topics Covered:
0:00 Intro
Zerion
https://bankless.cc/Zerion
0:45 Crypto Gaming
Podcast with Arianna Simpson
https://shows.banklesshq.com/p/the-crypto-gaming-revolution
3:29 Coordination
Layer Zero with Kevin Owocki
https://shows.banklesshq.com/p/-layer-zero-kevin-owocki
5:27 Fixed Yield
Guide to Barnbridge
https://newsletter.banklesshq.com/p/how-to-earn-fixed-yield-on-barnbridge
5:53 Options on Layer 2
Guide to Lyra
https://newsletter.banklesshq.com/p/a-guide-to-options-on-lyra
6:29 New DeFi
Is Rari Undervalued?
https://newsletter.banklesshq.com/p/is-rari-undervalued
7:09 Regulation is Bullish
Market Monday
https://newsletter.banklesshq.com/p/build-faster-market-monday
Podcast with Sahil Bloom
https://shows.banklesshq.com/p/evergrande-and-chinas-crypto-ban
9:17 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Mariano Conti is a pillar in the crypto space. Known for revolutionizing smart contracts with Maker, he has built a long resume of building and investing in key projects. He's also a fascinating human being with a unique story.
Tune in to hear Mariano's takes on how the pandemic shaped crypto's narrative, Bull vs Bear markets, finding passion and community, and his musings on going anonymous.
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants/dharma
Topics Covered:
0:00 Intro
3:30 Mariano Conti’s Travels
8:17 Crypto & COVID
11:58 Financial Concerns
20:42 New Paradigm
28:22 New vs Old
34:32 Attention Maximalist
40:30 Mariano Pre-Crypto
50:14 Early Engineering & Investing
55:48 Work Ethic & Passion
1:01:09 Cult & Society
1:06:55 Churn
1:11:00 Builder-Focused Community
1:15:53 Clout, Ego, and Twitter
1:22:32 Anon & What’s Next
1:32:06 Closing
Resources:
Mariano on Twitter:
https://twitter.com/nanexcool?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Devin Finzer, founder & CEO of OpenSea, returns to Bankless to discuss the NFT boom and the role of OpenSea at the center of it all. From Devin's perspective, the energy surrounding NFTs right now is crypto native. This means that this boom starts at the center of crypto culture and extends outwards from there.
We also discuss scaling and gas fees, the spectrum of centralization, the metaverse, and the OpenSea's recent front-running scandal. Building with an open mind and conviction is a key reason why OpenSea finds itself at the center of the NFT markets today, and it looks like we may just be getting started.
✨EXCLUSIVE EPISODE DEBRIEF✨
https://shows.banklesshq.com/p/exclusive-debrief-opensea-and-the
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
📣 ZERION | Your Gateway to the Metaverse!
https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 Devin Finzer
6:05 The Crypto Native NFT Boom
9:15 Building With an Open Mind
11:36 OpenSea at the Center
18:06 Scaling Under Pressure
22:24 Gas Fees
25:01 Social Media & Users
32:00 Before OpenSea & The Bear
39:50 When NFTs Heated Up
41:45 The Front Running Scandal
48:21 The Centralization Spectrum
55:31 What’s the Metaverse?
58:24 Rapid Fire Questions
1:01:43 Closing & Disclaimers
Resources:
Devin on Twitter:
https://twitter.com/dfinzer?s=20
OpenSea:
https://opensea.io/
NFT Bull Market Episode:
https://youtu.be/cmLJHlNlH1s
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last Week of September, 2021
📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
💧LIDO | DECENTRALIZED STAKING
https://bankless.cc/Matcha
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
8:15 MARKETS
8:45 BTC Price
9:18 ETH Price
11:45 ETH/BTC Ratio
12:39 DeFi Action
16:10 EIP 1559
https://dataalways.substack.com/p/below-the-surface-of-eip-1559
20:07 dYdX
https://twitter.com/AntonioMJuliano/status/1442234625120608256?s=20
24:06 Settlement Assurances
Nic’s Article: https://medium.com/@nic__carter/its-the-settlement-assurances-stupid-5dcd1c3f4e41
David’s Talk: https://youtu.be/z3ufil39z5o
34:39 Reserve Asset of DeFi
https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-a0e
35:48 Polygon Daily Active Addresses
https://twitter.com/MihailoBjelic/status/1443041767725674499?s=20
37:16 TracerDAO
https://tracer.finance/
39:00 RELEASE
40:00 Connext NXTP Protocol
https://www.coindesk.com/tech/2021/09/28/connext-launches-nxtp-protocol-to-improve-liquidity/
42:42 Andre’s OpenSea Competitor
https://www.coindesk.com/tech/2021/09/24/andre-cronjes-new-nft-marketplace-is-a-vampire-attack-suicide-pact/
45:25 Coinbase Direct Deposits
https://blockworks.co/coinbases-new-direct-deposit-feature-allows-users-to-get-paychecks-in-crypto
47:45 USDC Enabled Funds
https://twitter.com/angellist/status/1442901252552101888?s=21
48:06 Affirm Super-App
https://www.bloomberg.com/news/articles/2021-09-28/affirm-to-debut-crypto-debit-products-in-push-toward-super-app
49:54 Polygon x Index Coop
https://twitter.com/crypto_texan/status/1443292276940316673?s=21
50:30 Nahmii 2.0
https://blog.nahmii.io/launching-nahmii-2-0-layer-2-commercial-scaling-for-ethereum-ee790a8af2d2
51:14 Roll Social Tokens
https://decrypt.co/82080/roll-raises-10m-expand-social-tokens-service-creators
52:21 Bankless Jobs
https://jobs.banklesshq.com/
53:00 NEWS
53:15 NFTs on Twitter
https://twitter.com/TheSmarmyBum/status/1443259893411049475?s=20
56:53 China Ban
https://www.bloomberg.com/news/articles/2021-09-24/china-deems-all-crypto-related-transactions-illegal-in-crackdown
Blocks: https://www.theblockcrypto.com/linked/118878/coingecko-coinmarketcap-blocked-china-internet-firewall
1:01:03 $23M Gas Tip
https://cointelegraph.com/news/bitfinex-paid-a-colossal-23m-fee-to-send-100k-of-usdt
1:02:58 Aave Arc & Fireblocks
https://www.theblockcrypto.com/linked/118822/permissioned-defi-platform-aave-arc-gears-up-for-launch
1:03:56 Compound Bug
https://twitter.com/rleshner/status/1443380518498848768?s=20
1:05:59 Axie Airdrop
https://twitter.com/AxieInfinity/status/1443536552211124230?s=20
1:07:20 ETH Staked
https://twitter.com/LidoFinance/status/1443259897878040578
1:09:53 Snoop & Sandbox
https://twitter.com/TheSandboxGame/status/1441069396567412736?s=20
1:11:49 Dapper NFL Top Shot
https://cointelegraph.com/news/dapper-labs-to-launch-top-shot-for-nfl-as-ftx-signs-the-packers-aaron-jones
1:13:48 Lightning Network
https://www.theblockcrypto.com/linked/119025/bitcoin-lightning-network-capacity-reaches-all-time-high
1:15:36 Visa Payment Channels
https://www.theblockcrypto.com/post/119117/visa-universal-payment-channel-interoperability-cbdc
1:17:07 1inch Blocking US Trades
https://www.theblockcrypto.com/linked/119055/dex-aggregator-1inch-blocks-out-us-trades-in-preparation-for-separate-american-platform
1:19:44 CFTC vs Kraken
https://www.cftc.gov/PressRoom/PressReleases/8433-21
1:20:38 Wells Fargo Sucks
https://twitter.com/BanklessHQ/status/1443202690805293061?s=20
1:23:54 Sen. Lummis CBDC
https://www.theblockcrypto.com/linked/119035/senator-lummis-lays-out-principles-for-a-us-digital-currency-alongside-continued-role-of-private-stablecoins
1:24:45 Virgil Griffith
https://twitter.com/ameensol/status/1442170786941444106?s=20
1:33:00 TAKES
1:34:00 Advice for the US
https://twitter.com/ryansadams/status/1442864882274107396?s=21
1:36:40 Protecting the Public?
https://twitter.com/ojuice_eth/status/1441406498186227720?s=20
1:39:27 Nerfing SEC
https://twitter.com/TrustlessState/status/1442846197085917187?s=20
1:41:38 Bankrupting Our Youth
https://twitter.com/BanklessHQ/status/1443549124062851075?s=20
1:43:38 Golden Age of Building
https://twitter.com/TrustlessState/status/1443603632973176835?s=20
1:45:26 What David’s Excited About
1:47:42 What Ryan’s Excited About
1:50:38 MEME of the Week
https://www.instagram.com/p/CT0z-FLloi0/?utm_medium=copy_link
1:51:24 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
"Evergrande is the train wreck that the financial world and media can’t help but watch."
A week ago, Sahil Bloom dropped a thread on twitter detailing the buildup and consequences of the Evergrande debt crisis. This week, he's coming on State of the Nation to paint a macro picture of global events and their effects on the economy and crypto.
There are so many puzzle pieces in the world at large, and we're trying to get to the bottom of how it all settles. What does this mean for the global economic landscape? How does this line up with another recent China Crypto ban?
TracerDAO | Perpetual Pools are now Live on Aribtrum!
https://bankless.cc/Tracer
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered
0:00 Intro
5:30 Sahil Bloom
8:36 What Happened to Evergrande?
15:48 Risk to Chinese Economy
20:08 Who's Getting Punished?
27:39 Transparency & Trust
31:54 Central Bank Decisions
36:58 Updates on the Situation
42:00 China's Crypto Ban... Why Now?
47:22 Why Take it Seriously?
52:35 Geopolitical Rivalry
56:58 Bullish for Crypto?
1:00:38 Closing & Disclaimers
Resources:
Sahil on Twitter:
https://twitter.com/SahilBloom?s=20
Sahil's Evergrande Thread:
https://twitter.com/SahilBloom/status/1439920043404546050?s=20
Sahil's Newsletter:
https://sahilbloom.substack.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Kevin Owocki is the leader behind the Gitcoin project, but he is also a husband, a father, an ultimate frisbee player, and a self-described hippie. As one of the most compelling individuals in the space, for Kevin it all boils down to coordination.
In this episode of Layer Zero, we focus on Slaying Moloch, Incentivizing Public Goods, the Solarpunk aesthetic, and much more. Dive in and find out why we're optimistic about the future of society.
📣 TracerDAO | Perpetual Pools are now Live on Aribtrum!
https://bankless.cc/Tracer
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
4:00 Kevin Owocki & Gitcoin
9:12 Public Goods
13:05 Open-Source Business Model
19:59 Kevin’s Start
28:02 Who is Kevin?
35:00 Running on the Shoulders of Giants
42:00 Solarpunk
50:00 Nightmare Fuel & Branding
54:58 Ethereum vs Moloch
1:00:55 Regen Finance
1:06:24 Optimistic about the Future
Resources:
Kevin on Twitter:
https://twitter.com/owocki?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Arianna Simpson of a16z comes on the Bankless Podcast to explore the insane momentum we've seen around crypto gaming. The product-market fit between the gaming and crypto worlds is palpable. The scaling and maturation of the crypto economy make for a ripe inflection point for an explosion of cultural applications.
What does Play-To-Earn mean for the investor? Is ETH money for the metaverse? Arianna's takes offer a huge amount of insight as we dive into the future of both work and play.
✨GET THE EXCLUSIVE DEBRIEF✨
https://shows.banklesshq.com/p/exclusive-debrief-the-crypto-gaming
📣 TracerDAO | Perpetual Pools are now Live on Aribtrum!
https://bankless.cc/Tracer
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🔐 LEDGER | SECURE YOUR ASSETS
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🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
5:00 Arianna Simpson
7:05 Crypto Gaming: Why Now?
10:06 How Big is This?
17:15 Building Infrastructure
20:29 Player Ownership
28:13 Eating the World
31:55 Progression to Play-To-Earn
37:30 Capturing Value
41:27 Isn’t it a Ponzi Game?
48:30 Working in Crypto Gaming
58:08 Consolidation of Resources
1:05:03 Impact on Culture & Industry
1:15:36 The Metaverse
1:20:17 ETH is Metaverse Money
1:27:10 Closing & Disclaimers
Resources:
Arianna on Twitter:
https://twitter.com/AriannaSimpson?s=20
Masters of Doom:
https://www.amazon.com/Masters-Doom-Created-Transformed-Culture/dp/0812972155
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of September, 2021
📣 TracerDAO | Perpetual Pools are now Live on Aribtrum!
https://bankless.cc/Tracer
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
3:01 MARKETS
3:14 BTC Price
3:33 ETH Price
4:50 ETH/BTC Ratio
5:17 DeFi Action
7:06 Layer 2
https://l2beat.com/
7:44 Polygon Users ATH
https://twitter.com/MihailoBjelic/status/1440692200447246337?s=19
8:49 Miners Selling Less
https://twitter.com/Data_Always/status/1440137774775083008
10:32 Evergrande
https://twitter.com/SahilBloom/status/1439920043404546050?s=20
14:00 RELEASES
15:00 Yearn v3
https://twitter.com/iearnfinance/status/1438622112265080849
16:41 Coinvise v3
https://twitter.com/CoinviseCo/status/1438622643658231814?s=19
19:24 College Defi Classes
https://twitter.com/RyanSAdams/status/1440037825139777541?s=20
21:25 Zerion Apple Watch Faces
https://twitter.com/zerion_io/status/1440020147490770944?s=20
22:43 Robinhood Wallets
https://www.theblockcrypto.com/post/118271/robinhood-rolling-out-crypto-wallet-transfer-features
24:47 Bankless DAO Season 2
https://season2.bankless.community/
26:08 DAO Apparel
https://twitter.com/BanklessHQ/status/1440062844217683983?s=20
27:18 Raises
SoRare
https://www.coindesk.com/business/2021/09/21/european-football-nft-platform-sorare-raises-680m-series-b/
Bitclout Founder
https://www.theblockcrypto.com/post/118133/bitclout-creator-decentralized-social-blockchain-200-million-funding-a16z-others
Dapper Labs
https://twitter.com/CoinDesk/status/1440662318250004488?s=20
32:50 Jobs
https://pallet.xyz/list/bankless/jobs
33:30 NEWS
34:05 Gary Gensler
https://twitter.com/garygensler/status/1440409729554018307?s=21
43:00 Gary’s Financial Advice
https://twitter.com/garygensler/status/1440705940567719944?s=21
47:32 SEC vs Mainnet Conference
https://twitter.com/jchervinsky/status/1440010854330732548?s=21
https://twitter.com/twobitidiot/status/1440046283041820672?s=20
50:28 SEC vs Coinbase
https://www.coindesk.com/markets/2021/09/20/coinbase-drops-planned-lend-program-after-sec-warning/
51:55 Audius Partnerships
https://twitter.com/AudiusProject/status/1438524417139560450?s=20
52:57 Economist Cover
https://twitter.com/theeconomist/status/1438524270175477760?s=10
54:11 0xMaki Stepping Down
https://www.theblockcrypto.com/linked/117960/project-lead-behind-2-8-billion-dex-sushiswap-is-set-to-step-down
55:16 Future of Optimistic Ethereum
https://medium.com/ethereum-optimism/the-future-of-optimistic-ethereum-7f22d987331
58:00 Snoop Dogg
https://twitter.com/SnoopDogg/status/1440038460417474567?s=20
59:41 Time Pieces
https://time.com/6100404/timepieces-nft-collection/
1:00:40 Chainalysis Scraping Data
https://twitter.com/CoinDesk/status/1440371592081543177?s=20
1:02:39 NJ & TX vs Celsius
https://www.theblockcrypto.com/linked/118015/after-blockfi-new-jersey-and-texas-set-sights-on-celsius-crypto-interest-accounts
1:03:50 Congress vs Self-Directed IRA
https://medium.com/cryptozoa/red-alert-congress-wants-to-destroy-your-self-directed-ira-609dae9cf016
1:07:00 TAKES
1:08:00 Build Faster
https://twitter.com/RyanSAdams/status/1440022593860472838?s=20
1:10:19 Changing Securities
https://twitter.com/raoulgmi/status/1440361603459735556?s=21
1:11:44 Maker Solar Farm
https://twitter.com/jp_koning/status/1440318552108462081?s=20
1:14:48 ETH Logo
https://twitter.com/avsa/status/756875789182857216?s=20
1:15:25 What David’s Excited About
1:16:32 What Ryan’s Excited About
1:20:08 MEME of the Week
https://twitter.com/raoulgmi/status/1440470852722511881?s=21
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This is a classic Ryan-and-David only episode. With no guest, we dive into David's recent article "The Metaverse Emerges." What is the Metaverse? Raoul Pal described it as digital fluidity on our recent episode with him.
Composable digital objects, a network economy, scaling social structures... whatever it is, Nation States aren't ready for the incoming metaversal explosion. Are you?
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📣 TracerDAO | Perpetual Pools are now Live on Aribtrum!
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Topics Covered:
0:00 Intro
7:00 Cryptoeconomic Nation State
10:45 Seeing Like The State
18:50 Humanity’s Faustian Bargain
23:30 Seeing Like The Protocol
28:45 The Metaverse
32:00 Metaversal Objects
35:40 Centralization
39:21 Neutrality & Density
46:10 Slowly Manifesting
54:00 Avatars & Identity
59:41 Fluid Value
1:06:25 Ethereum’s Role
1:10:33 Blockchain Taxes
1:15:45 ETH as Metaverse Money
1:22:35 It’s All Metaverse
1:27:43 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Nic Carter is one of our favorite writers in crypto. He's shaped our thoughts on many subjects over the years. He's definitely a Bitcoiner, but is he also an Etherean? What makes Nic tick?
Get to know the person behind the persona in this week's episode of Layer Zero.
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https://bankless.cc/Tracer
Topics Covered:
0:00 Intro
4:00 Nic Carter & Geography
8:51 What’s Your Deal? Ethereum??
12:39 Shared Ancestry
20:09 Cypherpunk Values
23:28 Working for Bitcoin
25:54 Countering FUD
28:24 Individualism & Value Supremacy
35:00 Conservative & Faith-Based
42:53 Money God
46:35 Affiliation & Identity
52:48 Mountaineering & Fun
56:55 Memory & External Storage
58:40 What’s Nic Doing? What Now?
1:05:22 Kanye & Closing
Resources:
Nic on Twitter:
https://twitter.com/nic__carter?s=20
Castle Island:
https://www.castleisland.vc/
Nic's Podcast, On the Brink:
https://onthebrink-podcast.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Vitalik Buterin returns to the Podcast to discuss his recent article 'Moving Beyond Coin Voting Governance.' As always, Vitalik comes with a birds-eye view of high level challenges facing the crypto space with a moral & philosophical slant.
Building sufficiently decentralized governance mechanisms is a hugely challenging endeavor. Tackling elegant solutions to coin voting, we also cover the benefits of running your own node, the metaverse, and an update on the Ethereum narrative.
When Vitalik comes on Bankless, it's time to listen closely.
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🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 TracerDAO | Perpetual Pools are now Live on Aribtrum!
https://bankless.cc/Tracer
Topics Covered:
0:00 Intro
4:00 Vitalik Returns!
7:26 Decentralized Governance
14:38 Who is Governance For?
19:44 Coordinating Public Goods
26:07 Public Goods & Upgrades
34:52 New Mechanisms
38:28 What is Blockchain Governance?
47:53 Ungovernance for Layer 1
54:00 Why Coin Voting Sucks
1:02:20 Whales
1:12:15 Running Your Own Node
1:22:14 Culture & Technology
1:26:51 Scalability Tradeoffs
1:31:05 The Metaverse & Loot
1:36:55 Update on Ethereum
1:43:15 Closing & Disclaimers
Resources:
Vitalik on Twitter
https://twitter.com/VitalikButerin?s=20
Moving beyond coin voting governance
https://vitalik.ca/general/2021/08/16/voting3.html
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bankless Nation, meet Klima DAO, the carbon-backed digital currency and algorithmic climate protocol.
Dionysus, Archimedes, and Oxylos join to discuss bringing environmental incentives to DeFi, using similar mechanics to OlympusDAO and the OHM token. Klima DAO plans to generate on-chain demand for carbon offsets and build a carbon-backed treasury, with the goal of driving up the price of carbon.
Who said crypto was bad for the environment? For Bankless readers, it should come as no surprise that the powers of DeFi can be leveraged to incentivize coordination around public goods.
(🌳,🌳)
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BANKLESS SPONSOR TOOLS:
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https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
4:45 Dionysus, Archimedes, and Oxylos
6:35 Klima DAO & Carbon Markets
14:10 Voluntary Economy
17:45 Relationship with OlympusDAO
25:00 Tokenomics
33:33 Inducing Demand
35:02 Ponzi Games & Game Theory
42:41 Opt-In Social Incentives
46:06 Roadmap and IDO
51:52 Slaying Moloch
57:52 Closing & Disclaimers
Resources:
Klima DAO
https://klimadao.finance/
Discord
https://discord.gg/kx4pahaFw8
Klima DAO on Twitter
https://twitter.com/KlimaDAO?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Join Jackson Dame, Will Papper, and Anish Agnihotri as we explore the emerging ecosystem around LOOT! The value proposition around Loot is deeply compelling, with the simplicity of the initial release, the call to action to the community, and the endless opportunity for cultural composability.
Loot presents a unique milestone for crypto culture, and seems to be a turning point for this emergent, digital metaverse. Can fundamentals be subjective?
PERMISSIONLESS CONFERENCE
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PREMIUM DISCOUNT
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BANKLESS SPONSOR TOOLS:
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https://bankless.cc/go-gemini
BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
SoRare | Collect and Play!
https://bankless.cc/SoRare
Topics Covered
0:00 Intro
5:00 Loot Panelists
6:27 The Aha Moment
9:13 On-Chain Composability
11:32 On-Chain Data
14:50 Loot Timeline
19:45 The Derivatives Phase
23:57 Loot as a Concept
27:57 Why Build on Loot?
36:18 Decentralized & Aligned
44:00 Playing Devil's Advocate
53:28 The Panelist's Concerns
58:49 Metaverse and the Future
1:03:01 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of September, 2021
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 TracerDAO | Perpetual Pools are now Live on Aribtrum!
https://bankless.cc/Tracer
Topics Covered:
0:00 Intro
1:50 MARKETS
2:10 BTC Price
100W SMA: https://twitter.com/intocryptoverse/status/1437156801850527753?s=21
Golden Cross: https://twitter.com/intocryptoverse/status/1437940127603494917?s=21
WBTC Minting: https://twitter.com/WBTCBot/status/1437581280904876040?s=20
5:15 ETH Price
5:46 ETH/BTC Ratio
5:59 DeFi Action
BED Index: https://www.indexcoop.com/bed
8:18 Layer 2
L2Beat: https://l2beat.com/
Arbitrum: https://twitter.com/Arbitrum2day/status/1437339427806715911
11:35 EIP 1559
Burn: https://ultrasound.money/
Layer 2s: https://twitter.com/dividend_fire/status/1437086130327928836?s=21
14:38 Bridges
Connext https://twitter.com/dividend_fire/status/1437086130327928836?s=21
Dashboard
https://dune.xyz/eliasimos/Bridge-Away-(from-Ethereum)
17:10 Gitcoin Round 11
https://twitter.com/gitcoin/status/1435991454392930308
19:30 RELEASES
20:00 TracerDAO
https://bankless.cc/Tracer
22:19 Into the Bytecode
https://twitter.com/sinahab/status/1437380863797473280?s=20
23:08 Optimism Limit Increase
https://twitter.com/optimismPBC/status/1437437368303329289
23:54 Zapper
https://twitter.com/zapper_fi/status/1437884287756509193?s=20
25:26 Raises
Coinbase: https://twitter.com/CoinDesk/status/1437387327505108992? s=20Steve Cohen: https://decrypt.co/80825/billionaire-steve-cohen-nft-startup-recur-50-million-series-a
Immutable: https://www.theblockcrypto.com/linked/117620/nft-scaling-startup-immutable-raises-60-million-in-series-b-funding
29:56 Jobs
https://jobs.banklesshq.com/
29:59 NEWS
31:09 Solana Outage
https://twitter.com/SolanaStatus/status/1437856638279487493?s=20
33:48 Arbitrum Went Down
https://medium.com/offchainlabs/arbitrum-one-outage-report-d365b24d49c
34:45 A Tale of Two Outages
Arbitrum: https://twitter.com/krzKaczor/status/1437862946948980741?s=20
Was it Down? https://twitter.com/dzack23/status/1437923828391424005?s=21
41:10 Takes
Hudson: https://twitter.com/hudsonjameson/status/1438038974946283530?s=21
Kyle Samani: https://twitter.com/KyleSamani/status/1437882572801970177?s=20
Gavin Wood: https://twitter.com/gavofyork/status/1437880885676855297?s=21
54:26 Ethereum Failed Attack
https://www.theblockcrypto.com/linked/117637/unsuccessful-attack-on-ethereum-managed-to-trick-a-few-nodes
56:25 EY & Polygon
https://twitter.com/0xPolygon/status/1437881362887946251
58:46 Vitalik top 100
https://time.com/collection/100-most-influential-people-2021/6095980/vitalik-buterin/
59:50 Opensea Drama
https://twitter.com/ZuwuTV/status/1437921263394115584?s=19
1:03:50 Arbitrum NFT Market
https://twitter.com/Agusx1211/status/1437823065564631045
1:04:55 Bored Apes in Sothebys
https://www.theblockcrypto.com/post/116715/collection-of-bored-ape-nfts-break-sothebys-estimates-with-3-days-to-go
1:05:45 Fidelity BTC ETF
https://www.bloomberg.com/news/articles/2021-09-14/fidelity-pushed-for-bitcoin-etf-approval-in-private-sec-meeting
1:07:00 Microstrategy Buys
https://twitter.com/fintechfrank/status/1437395735180419077?s=20
1:07:40 Elizabeth Warren & Gary Gensler
https://www.theblockcrypto.com/linked/117651/elizabeth-warren-and-gary-gensler-place-coinbase-in-oversight-crosshairs
1:14:00 TAKES
1:15:00 David’s Punk
https://twitter.com/TrustlessState/status/1437898773171032064?s=20
1:18:25 Scale and Build
https://twitter.com/scott_lew_is/status/1435951889183612933
1:19:44 Hollowing Out Banks
https://twitter.com/0x_tigerswami/status/1437951680163758081?s=20
1:22:27 Toxic Maxi
https://twitter.com/sassal0x/status/1437975866160476164?s=20
1:24:35 What David’s Excited About
1:25:30 What Ryan’s Excited About
1:26:24 Meme of the Week
https://twitter.com/josephdelong/status/1437253108296474625?s=20
1:27:42 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
DC Investor thought NFTs were cool before you did!
Join us on this State of the Nation, as we explore DCs progression through the NFT universe and as he curated the worlds greatest NFT portfolio!
✨PERMISSIONLESS CONFERENCE✨
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💯 PREMIUM DISCOUNT 💯
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 SoRare | Collect and Play!
https://bankless.cc/SoRare
Topics Covered:
0:00 Intro
9:00 DC Curator
14:28 Before NFT Adoption
21:48 After NFT Adoption
24:05 DC's Portfolio & Punks
38:36 Art Blocks
48:34 One-of-Ones
54:40 Social Tokens & Digital Value
1:00:50 Scarcity & Paying Artists
1:05:20 Changing Culture & the Metaverse
1:09:06 What's Next?
1:12:05 Closing & Disclaimers
Resources:
DCInvestor on Twitter
https://twitter.com/iamDCinvestor?s=20
DC's NFT Collection
http://gallery.so/dcinvestor
DC's Newsletter
https://dcinvestor.substack.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Anthony Sassano is undoubtedly one of the most committed individuals to the Ethereum ecosystem and the values that come along with it. Dropping newsletters and podcasts every weekday with his consistent fervor is inspiring as it is valuable.
In this episode Layer Zero, we dive into what drives Anthony. This opens up to a broader conversation of philosophy, longevity research, his thesis on life, and his beard oil company (?!)
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https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
4:20 Justin Drake & Layer Zero
6:30 You Need A Social Layer
9:24 Profit & Value
14:20 Anthony’s Story & Drive
22:10 Why Ethereum?
28:48 Ethereum Content In Perpetuity
32:04 Gathering Momentum and Energy
38:58 Manic about Ethereum
43:40 Grand Thesis on Life
52:00 Denial of Death
1:02:40 Security and Monetary Policy
1:06:17 Longevity Research
1:13:52 The Bleeding Edge
Resources:
Anthony on Twitter:
https://twitter.com/sassal0x?s=20
The Daily Gwei:
https://thedailygwei.substack.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Cathie Wood is Founder, CEO and CIO of Ark Invest, the investment management firm specializing in disruptive sectors. Yassine Elmandjra is an analyst at Ark, and Chris Burniske is the former blockchain lead at Ark and is now a partner at Placeholder VC. We’re incredibly excited to bring Cathie on the podcast for her industry-leading insights and perspective on the innovative investing space.
The thesis is simple: invest in the future. As a society, we are entering a new age of exponential and unprecedented growth, afforded by compounding technological advancements and a turning point of innovation. Ark Invest is poised to capitalize on these opportunities and has eyed cryptoassets as an important vehicle for this substantial, societal change. Dive in and learn about Wright’s Law, managing haters, Ark’s thoughts on the triple point asset, and DeFi.
✨ GET THE EXCLUSIVE DEBRIEF ✨
https://shows.banklesshq.com/p/exclusive-debrief-investing-in-the
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
7:42 Cathie, Chris, and Yassine
12:00 Investing in the Future
17:57 Wright’s Law & Retail
22:02 Fear of Change
28:17 Ark and Bitcoin
38:19 Ether and Ethereum
47:12 NFTs
49:28 Triple Point Asset
55:55 Yield, Banks, and Regulation
1:03:24 ETH’s Risk Free Rate
1:06:35 Fintech & DeFi Mullet
1:16:50 DeFi and AI
1:26:07 Regulatory Limits
1:33:53 Crypto’s Challenges
1:41:46 Closing & Disclaimers
Resources:
Cathie on Twitter
https://twitter.com/CathieDWood?s=20
Chris On Twitter
https://twitter.com/cburniske?s=20
Yassine on Twitter
https://twitter.com/yassineARK?s=20
Episode with Chris
https://newsletter.banklesshq.com/p/-ethereum-opportunity-chris-burniske
Cryptoassets
https://www.amazon.com/Cryptoassets-Innovative-Investors-Bitcoin-Beyond/dp/1260026671
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of September, 2021
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 SoRare | Collect and Play!
https://bankless.cc/SoRare
Topics Covered:
0:00 Intro
2:43 MARKETS
2:53 BTC Price
3:30 ETH Price
3:53 ETH/BTC Ratio
4:17 Flash-Crash Liquidations
https://twitter.com/lawmaster/status/1435261928335712256
8:48 DeFi Action
11:11 BED Index
https://www.indexcoop.com/bed
UMA: https://twitter.com/Crypto_Texan/status/1435648928117051395?s=20
12:18 Layer 2
Crossed $1B: https://twitter.com/sassal0x/status/1434767992781344770
L2 Fees: https://l2fees.info/
Uni Optimism: https://twitter.com/sassal0x/status/1433283225183395840
16:58 EIP 1559
Watch the Burn: https://watchtheburn.com/
96 ETH Block: https://etherscan.io/block/13180434
Deflationary Day: https://twitter.com/DocumentEther/status/1434063085229150216?s=20
22:45 ETH Killers
Solana: https://www.coingecko.com/en/coins/solana
Trading Multiples: https://twitter.com/tokenterminal/status/1435851178265485312?s=20
L1 Season: https://messari.io/screener/smart-contract-platforms-DC75E6E0
32:00 RELEASES
33:00 Merit Circle Correction
https://twitter.com/RyanSAdams/status/1435238163195342857?s=20
37:55 dYdX Governance Token
https://twitter.com/AntonioMJuliano/status/1435412508555169796?s=20
39:35 Ultimate DAO Report
https://twitter.com/BanklessHQ/status/1435733988325281793?s=20
41:03 Rocketpool Mainnet
https://medium.com/rocket-pool/rocket-pool-staking-protocol-part-4-2635c44e4f7e
43:04 HopProtocol Integrations
https://twitter.com/HopProtocol/status/1435304869712248832
44:01 Argent Teasing L2
https://twitter.com/argentHQ/status/1435637539956736001?s=20
45:53 Hyppe
https://twitter.com/hyypeHQ/status/1433101142406451202?s=20
48:10 Tokenizing MEV
https://multicoin.capital/2021/09/08/tokenizing-mev/
Robert Miller: https://twitter.com/bertcmiller/status/1435686477359419395?s=20
52:12 Bankless Jobs
https://jobs.banklesshq.com/
52:55 NEWS
53:07 Probing Uniswap
https://twitter.com/DeItaone/status/1433746723554435074?s=20
55:18 Coinbase & SEC
https://twitter.com/brian_armstrong/status/1435439291715358721
1:02:35 SEC wants Names
https://twitter.com/NeerajKA/status/1435574854040924164?s=20
1:06:05 Regulation Takes
Jake: https://twitter.com/jchervinsky/status/1435691779970506752?s=20
Adam: https://twitter.com/adamscochran/status/1435458298698993665?s=20
ChainLinkGod: https://twitter.com/ChainLinkGod/status/1435452080068567040?s=20
Mark Cuban: https://twitter.com/mcuban/status/1435454959441620995?s=20
Jerry Brito: https://twitter.com/jerrybrito/status/1435557430910459906?s=20
Ryan: https://twitter.com/RyanSAdams/status/1435586734046302214?s=20
Eric: https://twitter.com/econoar/status/1435445187682005000?s=20
1:13:45 Brian Quintenz a16z
https://www.coindesk.com/policy/2021/09/09/former-crypto-friendly-regulator-quintenz-joins-vc-firm-a16z/
1:14:33 Panama
https://twitter.com/gabrielsilva8_7/status/1435015640226615299
1:15:54 Quick Takes
1:19:30 NFT News
Polygon: https://twitter.com/MihailoBjelic/status/1435958909651537922?s=20
Immutable: https://twitter.com/Immutable/status/1433703349061242882
Christies: https://twitter.com/ChristiesInc/status/1435346651217108996?s=20
Polymarket: https://twitter.com/PolymarketHQ/status/1435631367598088201
Vitalik: https://twitter.com/VitalikButerin/status/1435413681588736007?s=20
Loot: https://twitter.com/dhof/status/1435673868920836097?s=20
1:24:09 Bitcoin News
El Salvador: https://cointelegraph.com/news/el-salvador-purchases-first-200-btc-president-bukele-confirms
Adoption: https://twitter.com/kerooke/status/1435670696248725508?s=20
1:27:00 TAKES
1:27:30 Web3d
https://twitter.com/jackbutcher/status/1435232382257405958?s=21
1:29:15 Consent of the Governed
https://twitter.com/balajis/status/1435670359492071424?s=20
1:30:05 The Shadow Bank
https://twitter.com/sassal0x/status/1434549938466136065?s=20
1:31:38 Celebrities
1:33:45 What David’s Excited About
1:34:54 What Ryan’s Excited About
https://www.reddit.com/r/ethfinance/comments/pk57n7/why_rollups_data_shards_are_the_only_sustainable/
1:39:00 Meme of the Week
https://twitter.com/sassal0x/status/1435596609618735110?s=20
1:40:00 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
On August 31, 2021, Arbitrum went live on mainnet! This means it’s available to migrate funds and begin using the many DeFi apps that have already launched on the Layer 2 Rollup scaling solution.
Harry Kalodner and Steven Goldfeder return to State of the Nation to discuss what this means for the crypto space. Gas Markets, onboarding directly to Layer 2, the user experience, and the march towards decentralization are all themes. Layer 2 Summer is still intact!
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https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 SoRare | Collect and Play!
https://bankless.cc/SoRare
Topics Covered:
0:00 Intro
8:00 Harry Kalodner & Steven Goldfeder
10:05 Arbitrum Shipped!
12:35 Prep… and then LAUNCH
18:35 The User Experience
25:05 Gas and Adoption
38:19 10x Data Capacity & Reddit
44:09 We Want Layer 2 to Win
49:42 How Arbitrum Attracts Liquidity
53:18 Decentralization and Values
1:01:00 Composability
1:04:30 Onboarding and NFTs
1:08:06 Mainnet and ETH 2
1:16:08 What’s Exciting
1:19:05 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Justin Drake joins the third episode of Layer Zero to discuss coining ‘Ultra Sound Money,’ which sent supersonic waves through the Ethereum community. Unsurprisingly, Justin is a deeply compelling individual with a powerful drive to work hard and pursue individuality.
From Quantum Computing to engineering Layer Zero, Justin’s holistic approach to the space really comes through as we discuss what it means to work for a meme.
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered
0:00 Intro
4:30 Justin Drake
9:05 Coining Ultra Sound Money
12:37 From Layer 1 to Layer 0
15:10 Working for a Meme
24:14 The Purpose of the Meme
27:27 The Gini Coefficient
31:17 Proof of Stake and Distribution
35:22 A New Age Cypherpunk
43:30 Scalability
49:30 ETH and the Dollar
57:13 Quantum Computing
1:00:30 Burning MEV
1:04:19 The Efficiency DAO
1:08:11 Bitcoin FUD Dice
1:15:38 Layer 0 Engineer
1:18:20 Layers 3 and 4
1:20:00 A Workaholic and a Father
1:24:14 Citizen of the World
1:28:18 An Emergent Individual
1:34:15 Closing & Disclaimers
📣 SoRare | Collect and Play!
https://bankless.cc/SoRare
Resources:
Ultra Sound Money Website
https://ultrasound.money/
Modeling Ultra Sound Money
https://shows.banklesshq.com/p/-sotn-44-modeling-ultra-sound-money
The Bull Case for Cryptography
https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography
Ultra Sound Money
https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
Justin on Twitter
https://twitter.com/drakefjustin?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Brian Quintenz was a commissioner on the Commodity Futures Trading Commission from 2017 until April of this year. The CFTC serves to regulate the derivative markets, and Brian particularly worked to embrace innovative technologies and emphasize the power of free markets, even in a regulatory environment.
He has been an advocate for the exploration and growth of the crypto space and is provides an insider’s perspective to deal with the question of crypto regulation. His sober and pragmatic takes are deeply insightful, and there is a clear alignment of values between Brian and the industry.
This episode dives into the disruptive nature of cryptocurrencies, and how we can make sense of this Cambrian explosion of new assets.
GET THIS EPISODE'S DEBRIEF:
https://shows.banklesshq.com/p/exclusive-debrief-the-digital-commodity
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BANKLESS SPONSOR TOOLS:
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🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 SoRare | Collect and Play!
https://bankless.cc/SoRare
Topics Covered:
0:00 Intro
7:00 Brian Quintenz
9:29 Does the US Hate Crypto?
14:10 Brian’s Take on Crypto
20:36 The CFTC
26:36 Congress is Great at 2 Things
31:14 Digital Farmers need Futures
38:05 Understand It Before You Attack
47:03 SEC vs CFTC
54:04 Crypto Commodities
1:03:35 Tokens Transcend Labels
1:10:00 The New Paradigm
1:17:54 An Explosion of Assets
1:25:14 Rights and Innovation
1:32:20 Good Regualation
1:39:00 Closing & Disclaimers
Resources:
Brian on Twitter
https://twitter.com/BrianQuintenz?s=20
Episode with Hester Peirce
https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of September, 2021
🔊 PERMISSIONLESS CONFERENCE
https://bankless.cc/permissionlessdiscount
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 SoRare | Collect and Play!
https://bankless.cc/SoRare
Topics Covered:
0:00 Intro
3:50 MARKETS
4:00 BTC Price
4:25 ETH Price
5:34 ETH/BTC Ratio
7:40 DeFi Action
9:13 BED Index
https://www.indexcoop.com/bed
9:59 Layer 2 Action
https://l2beat.com/
12:09 EIP 1559
Issuance: https://twitter.com/RyanSAdams/status/1432679086158196736?s=20
Adoption: https://twitter.com/blocknative/status/1433206965753171968?s=21
18:44 NFT Volume
https://twitter.com/DuneAnalytics/status/1432252689824550914
19:28 Cross-Chain
Hop: https://twitter.com/richardchen39/status/1431265424394506244
Connext: https://twitter.com/ConnextNetwork/status/1430873159821971457
22:30 Spot Volume UP
https://www.theblockcrypto.com/linked/116381/august-spot-exchange-volume-breaks-1-trillion-for-first-time-since-may
25:00 RELEASES
26:30 Arbitrum
https://twitter.com/arbitrum/status/1432817424752128008?s=20
32:25 Sassano Thread
https://twitter.com/sassal0x/status/1431278544588443649?s=20
33:00 3AC NFT Fund
https://twitter.com/Vince_Van_Dough/status/1432346847113359361
34:40 Merit Circle
https://medium.com/@meritcircle/introducing-merit-circle-ea7700fd0c15
35:25 pleasrDAO DOGE
https://twitter.com/PleasrDAO/status/1432721875059286031
39:24 Other Releases
Gas Estimator: https://twitter.com/sassal0x/status/1433292350713851905?s=20
Floor Perpetuals:
https://twitter.com/_Dave__White_/status/1432768645843746817
Arbitrum Raise:
https://www.theblockcrypto.com/post/116148/ethereum-scaling-solution-arbitrum-launches-mainnet-raises-120-million-funding
Offchain Raise:
https://techcrunch.com/2021/08/31/offchain-labs-raises-120-million-to-hide-ethereums-shortcomings-with-arbitrum-scaling-product/
Jobs:
https://jobs.banklesshq.com/
43:00 NEWS
43:54 Chain Split
https://twitter.com/kelvinfichter/status/1431336698911338496
45:34 Coinbase Layer 2
https://blog.coinbase.com/coinbase-protocol-team-advances-crypto-community-aa9b3748bac5
47:08 Metamask 10M MAU
https://twitter.com/ConsenSys/status/1433055817633345541?s=20
47:53 Not Selling ETH
https://twitter.com/RyanSAdams/status/1431224022977630208?s=20
50:20 Larva Labs & UTA
https://twitter.com/TheBlock__/status/1432815773085405185
51:40 Mutant Apes
https://decrypt.co/79718/bored-ape-yacht-club-sells-96-million-of-nfts-in-hour-for-mutant-apes-launch
55:47 El Salvador
Trust Fund: https://twitter.com/TheBlock__/status/1432890332228767748
El Salvador Protests: https://www.euronews.com/next/2021/08/28/bitcoin-protests-break-out-in-el-salvador-as-central-american-neighbours-wait-to-see-its-s
58:20 Twitter BTC Tipping
https://www.theblockcrypto.com/post/116320/twitter-appears-to-be-adding-the-ability-to-tip-using-bitcoin
59:20 Tether Squeeze
https://twitter.com/Bitfinexed/status/1431267971939323910?s=20
1:00:11 SBF & LedgerX
https://www.theblockcrypto.com/post/116134/ftx-us-acquires-crypto-derivatives-exchange-ledgerx
1:01:38 Giancarlo Quits BlockFi
https://www.coindesk.com/business/2021/09/01/crypto-dad-giancarlo-to-quit-blockfis-board-after-4-months/
1:03:33 LOOT & The Metaverse
https://twitter.com/TrustlessState/status/1433169234864001032?s=20
1:19:00 TAKES
1:20:30 DeFi for Capital, NFTs for People
https://twitter.com/ASvanevik/status/1431058200535601154?s=20
1:21:45 Twitter Identity for NFTs
https://twitter.com/ryansadams/status/1431951967643967492?s=21
1:25:20 Diamonds vs. Jpegs
https://twitter.com/realnatashache/status/1433098070565195779?s=21
1:26:08 Vitalik’s Thread
https://twitter.com/VitalikButerin/status/1433195737907564545?s=20
1:29:43 David is Tired
https://twitter.com/TrustlessState/status/1433441995133837315?s=20
1:32:32 What David’s Excited About
1:33:58 What Ryan’s Excited About
1:37:06 Meme of the Week
https://twitter.com/flamingodao/status/1432874403717652480?s=21
Moment of Zen
https://twitter.com/BanklessHQ/status/1433435923266502671?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Solana is emerging as a competitive Layer 1 platform, promising scalability and a growing ecosystem. Join community thought leaders Santiago Santos and Konstantin Lomashuck as we assess the Solana Value Proposition.
How important is decentralization? Why build on Solana? Can different L1's coexist? Does it seek to compete with mainnet Ethereum or Layer 2 scaling solutions?
We've been hearing a lot about Solana lately. It's time to dive in.
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https://bankless.cc/aave
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http://bankless.cc/uniswap
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https://bankless.cc/SoRare
Topics Covered:
0:00 Intro
8:00 Santiago and Konstantin
10:05 Why Bullish on Solana?
16:31 Solana is Optimizing
24:05 Decentralization
34:56 Running a Node
55:57 Skeptical ETH Maxi Hat
1:04:40 Initial Sale
1:12:32 Valuing SOL
1:19:08 Developer Activity
1:24:11 Can We Be Friends?
Resources
Santiago on Twitter:
https://twitter.com/santiagoroel?s=20
Konstantin on Twitter:
https://twitter.com/Lomashuk?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
DJ Justin '3LAU' Blau returns to Bankless to discuss Royal, the platform for decentralizing ownership to music rights.
Royal recently raised $16m and has launched its early access. We've seen crypto take the visual art world by storm - is music next?
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https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
4:30 Justin Blau
9:24 Record Labels vs. Co-Ownership
15:55 Investing in Artists
21:24 Solving Hard Problems
25:42 Making Adoption Easier
28:21 Social Tokens
34:00 Stage & the Crowd
39:53 Tastemakers
43:05 Artistic Utopia
46:10 Permissionless
48:57 We're in the Future
51:02 DeFi, NFTs, and Culture
57:50 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Eric Conner joins the second episode of Layer Zero. Eric is the co-founder of EthHub along with Anthony Sassano, and is a recurring Bankless guest as well as a crypto twitter staple.
From the early days of Ethereum to golf and Porsches, David and Eric discuss things at large — what does Ethereum have left to prove? How do you manage Ethereum Brain? What will the next generation of crypto natives look like?
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https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
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https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
0:00 Intro
4:00 Eric Conner & Podcasting
7:00 Early Liquidity
15:53 Regulators Protecting Investors
25:28 Finance Background
31:12 Integrating Digital Finance
38:58 Bitcoin and Maximalism
46:27 Punks vs BTC
51:00 Ethereum Brain
56:18 The Space Never Sleeps
1:01:30 Marrying Ethereum
1:05:36 Golf
1:06:44 Porsche & Electric Cars
1:10:40 Governance Tokens
1:19:19 Closing & Disclaimers
Resources:
Eric on Twitter
https://twitter.com/econoar?s=20
EthHub
https://ethhub.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Raoul Pal is the CEO and co-founder of Real Vision, the content production studio focused on democratizing access to financial knowledge. He’s an investor with a sharp eye on the global macro environment, and has a strong grasp on the relationship between history and economics.
What has changed since the last time Raoul was on the podcast? His takes on Ethereum are fascinating and thought-provoking, and his bullishness does not come lightly.
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BANKLESS SPONSOR TOOLS:
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https://bankless.cc/Arbitrum
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🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
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https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
5:00 Raoul Pal
7:31 The Macro World
11:48 Inflation
18:33 The Macro Crypto Story
31:43 Network Effects and Adoption
40:25 The Greatest Trade
46:25 Communities and Killers
52:50 The Ethereum Layer Zero
1:00:00 Raoul’s Allocation
1:03:27 NFT Mania & Culture
1:14:56 What’s the Metaverse?
1:22:07 Regulation, Social Tokens, Projects
1:25:43 Cyclical Markets, Predictions
1:28:41 Hope in a Rocky Decade
1:33:45 Closing & Disclaimers
Resources:
Real Vision
https://www.realvision.com/
Raoul on Twitter
https://twitter.com/RaoulGMI?s=20
The World Is Waking Up To Crypto
https://newsletter.banklesshq.com/p/the-world-is-waking-up-to-crypto
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of August, 2021
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
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🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
1:50 MARKETS
2:01 BTC Price
3:00 ETH Price
3:48 ETH/BTC Ratio
4:35 DeFi Action
9:12 EIP-1559
https://ultrasound.money/
Dominance: https://twitter.com/kyoronut/status/1429585246849167361?s=20
13:17 OpenSea Volume
https://dune.xyz/PierreYves_Gendron/opensea---metrics
70% of Ebay: https://twitter.com/econoar/status/1430323506609197059?s=21
Top 1000 Sites: https://twitter.com/takenstheorem/status/1430372663223103488
20:00 TornadoCash
https://twitter.com/paolorebuffo/status/1430440030405865474?s=21
23:29 ETH in Lido
https://twitter.com/kazhiloti/status/1430608546689912833?s=20
26:00 RELEASES
27:30 Euler Lending & Paradigm
https://twitter.com/euler_mab/status/1430486946523099142?s=20
29:12 Lyra on Optimism
https://twitter.com/optimismPBC/status/1430334558654767108?s=20
29:56 MEV Breakthrough
https://twitter.com/drakefjustin/status/1430652250226151425
34:20 Hop Protocol
https://twitter.com/HopProtocol/status/1430630767042904074
36:16 Layer Zero Podcast
https://twitter.com/TrustlessState/status/1430254024964513792
39:00 tl;dr Show
https://youtu.be/Yy9CY-KOxNQ
39:45 Raises
Fractional: https://www.theblockcrypto.com/linked/115122/fractional-nft-platform-raises-7-9-million-in-seed-funding
Immutable: https://twitter.com/Immutable/status/1430611200736337920?s=20
3LAU: https://www.coindesk.com/3lau-raises-16m-to-tokenize-music-royalties-for-artists-and-fans
46:55 Jobs
https://jobs.banklesshq.com/
47:48 NEWS
47:58 Visa Buys a Punk
https://twitter.com/VisaNews/status/1429745230023208969?s=20
49:57 Budweiser Beer.eth
https://twitter.com/dGenNetwork/status/1430330168095264768
51:24 Donating to ETH Client Teams
https://twitter.com/ethereum/status/1430124634104545288?s=20
53:26 Aave Mobile App
https://twitter.com/AaveAave/status/1428376672357605378
54:13 StarkEx $10B in Trading
https://twitter.com/ukolodny/status/1430851025947316224?s=20
dYdX Success: https://twitter.com/AntonioMJuliano/status/1429933246704324646
55:39 CryptoPunks
90 Punks: https://www.theblockcrypto.com/linked/115356/90-cryptopunks-get-snapped-up-in-one-hour-following-visas-150000-purchase
Dune Analytics: https://dune.xyz/eliasimos/cryptopunks-
57:19 Youtube Bullish on NFTs
https://twitter.com/Fwiz/status/1429108126234546182
58:45 Facebook Bullish NFTs
https://www.theblockcrypto.com/linked/115631/david-marcus-facebook-and-novi-are-definitely-looking-to-integrate-nfts
1:01:47 Microstrategy Buying
https://www.theblockcrypto.com/linked/115519/microstrategy-buys-even-more-bitcoin-again
1:04:44 Coinbase
Investing in Crypto: https://twitter.com/brian_armstrong/status/1428489591665856512?s=20
Coinbase, Circle, Cash: https://www.bloomberg.com/news/articles/2021-08-23/coinbase-circle-to-move-all-usdc-reserves-into-cash-treasuries
Esports Team: https://twitter.com/BIGCLANgg/status/1430560657670348808
1:10:30 TAKES
1:11:30 Networks into Economies
https://twitter.com/cdixon/status/1429585831899983876?s=20
1:15:31 New Types of Alpha
https://twitter.com/scott_lew_is/status/1425950526651441158?s=20
1:18:42 Can’t Fork NFTs
https://twitter.com/cyounessi1/status/1430325461767364613?s=21
1:20:32 DC Ethereum Dominance
https://twitter.com/iamDCinvestor/status/1429558574313791488
1:21:30 Early vs. Late
https://twitter.com/cyounessi1/status/1430275250453979140
1:25:09 OnlyFans & Politics
https://www.coindesk.com/onlyfans-shows-how-the-banking-system-is-politicized
1:30:06 What David’s Excited About
https://twitter.com/TrustlessState/status/1430672599420346374?s=20
1:31:56 What Ryan’s Excited About
1:35:56 Bankless Nation Member of the Week
https://twitter.com/_t_shot/status/1429584536426401799?s=20
1:36:47 MEME of the Week
https://twitter.com/BanklessHQ/status/1429413279424712707?s=20
1:38:11 Closing & Disclaimers
https://twitter.com/Cryptob04989352/status/1423985084785254400?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The NFT Boom rages on. We bring on Fractional team members and CryptoPunk holders DeeZe and Andy to make sense of all this.
Is this just the beginning? Is this a speculative mania? Maybe it's something more. This could be the genesis of a new set of passionate communities, where culture has a quantifiable value.
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⚖️ ARBITRUM | SCALING ETHEREUM
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🔐 LEDGER | SECURE YOUR ASSETS
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https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
10:00 Andy & DeeZe
13:15 jpeg Summer
17:20 NFTs vs. DeFi Tokens
21:14 What Started This?
26:17 The Fundamentals
29:48 Mania or Bubble Territory?
34:03 NFT Evaluation 101
41:43 Getting Things You Like
44:38 Mimetic Desire
50:00 Art Blocks and Generative Art
55:44 Auctions & Pricing
59:47 Fidenza
1:04:01 The Next Picasso
1:11:00 The One-of-One Game
1:17:14 On-Chain NFTs
1:21:07 Vetting Projects
1:26:59 How Long Will This Last?
1:30:53 Closing & Disclaimers
Resources:
DeeZe on Twitter:
https://twitter.com/DeezeFi?s=20
Andy on Twitter:
https://twitter.com/andy8052?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Dmitry Buterin joins David for the premiere of Layer Zero, a new Bankless podcast that explores the human side of Ethereum. Beneath the technological innovation and socioeconomic disruption happening in the DeFi space, there are human beings – really interesting, thoughtful, passionate human beings. Layer Zero is at the bottom of the economic stack: the people.
For the debut episode, it only made sense to bring on Dmitry, father of Ethereum founder Vitalik. Topics include Vitalik’s youth, Soviet Russia, and universal consciousness, but they don’t stop there. How often does Dmitry check ETH Price? What’s his workout routine? Tune in and find out.
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🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
4:00 Dmitry Buterin
6:30 Growing Up in the Soviet Union
11:27 Learning Computer Science
17:02 Vitalik’s Youth
20:58 A Gifted Kid
22:43 Mindfulness & Spirituality
26:43 Kindness & Compassion
32:00 Ethereum & Spirituality
39:57 Political Compass
45:21 Canada & Vitalik’s Social Skills
49:20 The World Traveler
55:29 Conferences & Safety
1:00:23 ETH Price
1:01:48 Exercise
1:03:52 Hanging Out
1:04:53 A Chaotic World
1:07:00 Consciousness & Communism
1:15:56 A March to Universal Consciousness
1:18:48 Exporting Values
Resources:
Dmitry on Twitter:
https://twitter.com/BlockGeekDima?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Ryan Selkis is the Founder and CEO the crypto data analytics platform Messari. Last time Ryan was on the podcast, we debated Ether’s properties as a money and the triple point asset thesis. We revisit many of these topics and explore what has changed in the landscape over the past year.
However, we also discuss a perhaps more pressing issue: the state of regulation for the industry. Ryan is poised to take a strong leadership role in the political side of crypto, and he’s developing offensive strategies for the crypto vs. nation-state conflict. Listen in to learn why he’s now a single-issue voter.
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https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Topics Covered:
0:00 Intro
4:00 Ryan Selkis of Messari
6:44 Ryan’s Broad Approach
12:41 Why Do They Hate Us?
18:13 “Protecting Us”
27:30 Single Issue Voters
35:49 It’s a Team Sport
45:00 Aligning with Regulators
54:00 Institutional Reactions
57:23 What the Markets Say
1:01:01 Ether as an Asset
1:08:40 The Flippening
1:10:44 Ethereum’s Narrative
1:13:53 Market Cap vs Money
1:17:37 Institutional Demand
1:19:55 Hot Sectors for Analysis
1:23:24 The Network State
1:26:41 Closing & Disclaimers
Resources:
Ryan on Twitter:
https://twitter.com/twobitidiot?s=20
Ryan’s Tweet Thread:
https://twitter.com/twobitidiot/status/1426020410370449410?s=20
Mainnet Event:
https://mainnet.events/
Messari:
https://messari.io/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of August 2021
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 PoolTogether | Break up with your Lottery!
https://bankless.cc/PoolTogether
0:00 Intro
1:26 MARKETS
1:36 BTC Price
2:05 ETH Price
2:40 ETH/BTC Ratio
3:38 DeFi Action
7:28 Layer 2 Action
https://l2beat.com/
9:55 EIP 1559 is Burning ETH
https://ultrasound.money/
12:53 Gas Price Volatility
https://twitter.com/takenstheorem/status/1427130936940851201?s=21
16:55 NFT Monthy Volumes
https://twitter.com/fintechfrank/status/1427432022109216775?s=21
Opensea vs. Etsy
https://twitter.com/xanderatallah/status/1427453596858294272?s=20
21:00 RELEASES
22:00 1inch on Optimism
https://www.coindesk.com/defis-1inch-network-launches-on-ethereum-scaling-platform-optimism
24:26 Balancer
Metastable Pools & Lido Partnership
https://medium.com/balancer-protocol/balancer-launches-metastable-pools-to-further-pool-liquidity-9eade44d73d8
26:54 Bloomberg Galaxy Index
https://www.coindesk.com/galaxy-digital-launches-defi-index-tracker-fund
Frank’s Take
https://twitter.com/fintechfrank/status/1428348530888871945?s=20
30:18 Metamask EIP1559 Support
https://twitter.com/MetaMask/status/1428148268031102976?s=20
30:55 Fintech Collective
https://www.theblockcrypto.com/linked/115077/fintech-collective-250-million-fund-defi-strategy
33:57 Jobs
https://jobs.banklesshq.com/
34:26 NEWS
34:36 Robinhood Crypto Revenue
https://www.coindesk.com/robinhoods-revenue-from-cryptocurrency-trading-jumps-to-41-of-total
37:43 Polygon x Hermez
https://www.theblockcrypto.com/post/114479/polygon-hermez-merger-matic-hez-tokens-ethereum-projects
40:03 TikTok x Audius
https://twitter.com/decryptmedia/status/1427344374212571151?s=21
41:24 Samczsun Saves the Day
https://www.paradigm.xyz/2021/08/two-rights-might-make-a-wrong/
44:58 UNI Treasury Drama
https://twitter.com/DuneAnalytics/status/1428250340139356164
52:10 Lido Matic Staking?
https://twitter.com/LidoFinance/status/1428315782035955712
53:12 Aave DPI Collateral
https://twitter.com/StaniKulechov/status/1427762488934871042
55:11 CryptoPunks Fully Trustless
https://twitter.com/larvalabs/status/1428099416326557696?s=20
57:50 Zapper Wallet Avatar
https://twitter.com/zapper_fi/status/1428096107708657672
1:02:14 Fractional Penguins
https://twitter.com/SlingshotCrypto/status/1426391017545113601?s=20
1:03:28 Bitcoin Fees
https://twitter.com/hasufl/status/1427335844130697222?s=20
1:10:11 SEC “Protecting” Citizens
https://twitter.com/Immutable/status/1427089741082619909
1:13:12 Gary Gensler on DeFi
https://twitter.com/lawmaster/status/1428294597684469762?s=20
1:16:26 Former SEC Chair Joins Fireblocks
https://www.theblockcrypto.com/linked/115020/former-sec-chair-clayton-fireblocks-advisory-board
1:18:00 TAKES
1:19:00 Why We Love the Industry
https://twitter.com/sassal0x/status/1427805148248608777?s=20
1:20:41 Community Innovation
https://twitter.com/StaniKulechov/status/1427256596611088387?s=20
1:22:25 Every Object Is Scarce
https://twitter.com/naval/status/1428232383703044096?s=20
1:23:49 Single Issue Voter
https://twitter.com/twobitidiot
1:25:55 What David’s Excited About
1:28:53 What Ryan’s Excited About
1:32:55 MEME of the Week
https://www.instagram.com/p/CSwc8pjihdL/?utm_medium=copy_link
1:33:39 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
DAOs are heating up. In 2021, the tools and infrastructure surrounding DAOs have taken off at an incredible pace. Digital organizations have the potential to fundamentally change the way we coordinate as a species.
We bring on DAO experts Kain Warwick, Cooper Turley, and Tracheopteryx to provide insights into this budding movement.
What is different about DAOs? Why are we excited about them?
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
4:00 Kain, Cooper, and Trach
6:32 Are DAOs Different?
10:55 Leadership in DAOs
16:32 Keys to a Successful DAO
23:08 Purpose and Values
29:13 Optimal DAO Size
36:20 The Goal of DAOs
41:00 Does Coin Voting Suck?
51:49 The DAO Lifestyle
57:21 Fluidity, Growth, and Community
1:04:07 The A in DAO
1:10:45 Slaying Moloch
1:15:11 How DAOs Change Lives
1:19:32 Closing & Disclaimers
Resources:
Kain on Twitter
https://twitter.com/kaiynne?s=20
Cooper on Twitter:
https://twitter.com/Cooopahtroopa?s=20
Tracheopteryx on Twitter:
https://twitter.com/tracheopteryx?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jake Chervinsky is fighting on the front lines for the effective regulation of crypto, and he was a key contributor in the efforts to amend the United States Infrastructure Bill, which recently passed the Senate.
On this State of the Nation, we discuss the unfolding events in US Legislation, and how we can move forward towards a cooperative and productive regulatory landscape.
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 TracerDAO | Building DeFi Infrastructure. Join the Discord!
https://bankless.cc/TracerDAO
Resources:
Jake on Twitter:
https://twitter.com/jchervinsky?s=20
The Blockchain Association:
https://twitter.com/BlockchainAssn?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Fireblocks is building infrastructure to help businesses adopt digital assets with a suite of products, providing institutions access to DeFi with security and convenience. Last month, Fireblocks raised over $300 million at a $2.2B valuation.
CEO Michael Shaulov comes on the Bankless Podcast to explore why institutions are choosing to outsource their crypto-native workflows to an infrastructure company like Fireblocks, whose expertise and products aim to provide secure & effective storage, transactions, and issuance.
Get the Debrief for this episode!
https://shows.banklesshq.com/p/exclusive-debrief-institutional-defi
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🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
Topics Covered:
0:00 Intro
6:00 Michael Shaulov of Fireblocks
8:05 Valuation and Raise
13:18 Institutional FOMO
17:39 What is Fireblocks?
22:27 Outsourcing Workflows
27:41 Institutions are Coming
31:31 Clients & Products
41:52 AWS For Crypto Banking
48:22 Security & Management
54:10 Bullish on DeFi
1:00:16 CeFi & DeFi Activity
1:08:20 Using Aave & Compound
1:12:50 Bridging into DeFi
1:15:58 Institutional DeFi
1:22:00 Regulation
1:30:26 Too Successful
1:35:31 The DeFi Mullet
1:39:17 Closing & Disclaimers
Resources:
Fireblocks
https://www.fireblocks.com/
Fireblocks on Twitter
https://twitter.com/FireblocksHQ?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of August 2021
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 PoolTogether | Break up with your Lottery!
https://bankless.cc/PoolTogether
Topics Covered:
0:00 Intro
1:30 MARKETS
2:05 BTC Price
3:04 ETH Price
7:10 ETH/BTC Ratio
9:55 ETH’s Q2
https://www.businesswire.com/news/home/20210804005657/en/Genesis-Q2-Report-Shows-Decreasing-Bitcoin-Dominance-and-Hedge-Funds-Diving-Into-DeFi
13:12 ETH Volume
https://twitter.com/geenty/status/1425198900068110338?s=21
14:50 Institutional Demand
https://twitter.com/fintechfrank/status/1425586708305829891
15:57 DeFi Action
20:10 Layer 2 Beat
https://l2beat.com/
23:21 EIP-1559
Burned: https://www.etherchain.org/burn
Bankless-Inspired Dashboard: https://twitter.com/MSilb7/status/1423314663052218373?s=20
29:54 Axie $1B Volume
https://twitter.com/Psycheout86/status/1423719170315800581?s=20
31:38 Coinbase’s Impressive Quarter
https://twitter.com/CNBCClosingBell/status/1425186855641829381?s=20
33:00 RELEASES
35:00 Arbitrum in August
https://twitter.com/arbitrum/status/1423709666203344899?s=21
38:26 Rarible Protocol
https://twitter.com/rariblecom/status/1425840333854711809?s=20
39:17 Gearbox Leverage
https://medium.com/gearbox-protocol/hello-world-this-is-gearbox-generalized-leverage-protocol-cbec5f34bb98
41:37 Raises
Helium: https://twitter.com/TheBlock__/status/1425255811731894278?s=20
Dune Analytics: https://twitter.com/DuneAnalytics/status/1425821738626019330?s=20
Liquality Wallet: https://twitter.com/TheBlock__/status/1425200897475465220
TaxBit: https://twitter.com/CoinDesk/status/1425825002104922116?s=20
46:34 Jobs
https://jobs.banklesshq.com/
47:00 NEWS
47:16 Poly Network Hack
https://twitter.com/polynetwork2/status/1425073987164381196?s=21
Returned: https://www.theblockcrypto.com/linked/114390/poly-network-hacker-returns-nearly-all-of-the-611-million-in-stolen-funds
51:50 Multichain Aave
https://cryptobriefing.com/aave-is-exploring-solana-avalanche-layer-2-expansion/
53:30 Uniswap $1B in Fees
https://twitter.com/lucasoutumuro/status/1425172167998779398?s=21
54:20 Gemini Acquires Guesser
https://twitter.com/Gemini/status/1425085144436813833?s=20
55:40 Penguins in NY Times
https://www.nytimes.com/2021/08/12/technology/penguin-nft-club.html
58:41 FTX Sponsoring Axie Players
https://twitter.com/CoinDesk/status/1423274509008875520
59:06 DraftKings NFT w/ Tom Brady
https://www.theblockcrypto.com/linked/114064/draftkings-launches-nft-marketplace-with-first-drop-featuring-tom-brady
1:00:29 North American BTC Miners
https://www.theblockcrypto.com/post/113861/american-public-bitcoin-miner-btc-july-china
1:01:25 Infrastructure Bill
Senate: https://www.cnbc.com/2021/08/11/crypto-lawmakers-fought-over-the-infrastructure-bill-heres-whats-next.html
Alabama: https://twitter.com/jchervinsky/status/1423519533990617091?s=21
Treasury: https://www.washingtonpost.com/politics/2021/08/06/crypto-bitcoin-infrastructure-senate/
Jake’s Take: https://twitter.com/jchervinsky/status/1423519533990617091?s=21
1:08:11 Brian Brooks Leaves Binance
https://twitter.com/coindesk/status/1423730217357660160?s=21
1:09:37 Circle Becoming a Bank?
https://twitter.com/circlepay/status/1424717848400863245?s=21
1:11:00 Happy Yamiversary
https://twitter.com/brockjelmore/status/1425307479806824452?s=21
1:13:00 TAKES
1:14:30 Coordinate, Don’t Overreact
https://twitter.com/econoar/status/1423483356583370752?s=20
1:16:04 Su Zhu on jpegs
https://twitter.com/zhusu/status/1423833467406585860?s=21
1:17:47 David on jpegs
https://twitter.com/trustlessstate/status/1424119278085697536?s=21
1:19:05 Eric on jpegs
https://twitter.com/econoar/status/1424506591080976391?s=21
1:20:03 Andrew Yang
https://twitter.com/AndrewYang/status/1425193106950041600?s=20
1:21:26 What Anthony’s Excited About
1:22:38 What David’s Excited About
1:24:25 MEME of the Week
https://twitter.com/BanklessHQ/status/1423503086459359235?s=20
Meme 2: https://twitter.com/TrustlessState/status/1423386503766437888?s=20
1:29:16 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Smart Contract Summit, hosted by Chainlink Labs, is the biggest smart contract event of the year with leading speakers and projects across DeFi, the NFT economy, and the larger blockchain industry.
Check out the other discussions here:
https://www.smartcontractsummit.io/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 PoolTogether | DeFi's No-Loss Lottery Protocol
https://bankless.cc/PoolTogether
Resources:
DC Investor on Twitter:
https://twitter.com/iamDCinvestor?s=20
SquishChaos on Twitter:
https://twitter.com/SquishChaos?s=20
James Wang on Twitter:
https://twitter.com/draecomino?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Optimism is scaling Ethereum with its open-source Optimistic Rollup. Uniswap recently deployed on Optimistic Ethereum, officially kicking off Ethereum's Scalability Summer. Where does Optimism stand now? What's next?
Optimists Ben Jones & Karl Floersch join to talk about working on Ethereum’s hardest problems and pioneering a better future for humanity.
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 PoolTogether | DeFi's No-Loss Lottery Protocol
https://bankless.cc/PoolTogether
Topics Covered:
0:00 Intro
7:00 Ben Jones & Karl Floersch
9:10 Is Ethereum Scaling?
10:03 The History of Optimism
16:20 A Scaled Ethereum Chain
19:26 A Mental Model & Theme Parks
27:24 Governors & Contracts
29:29 Infrastructure & Use Cases
37:07 The Optimistic EVM
41:32 How Much Scale is There?
49:04 Latency & Liquidity
58:59 Layer 2 to Layer 2
1:06:29 Understanding Tradeoffs
1:09:18 MEV & Sequencing
1:19:17 Power & Responsibility
1:27:08 Saving Humanity
1:29:48 Fire Round Questions
1:34:54 Closing & Disclaimers
Resources:
Optimism:
https://optimism.io/
Ben on Twitter:
https://twitter.com/ben_chain?s=20
Karl on Twitter:
https://twitter.com/karl_dot_tech?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Richard Turrin is the best selling author of Innovation Lab Excellence, and recently published his new book Cashless: China's Digital Currency Revolution. This new release covers the story and context of China’s new Central Bank Digital Currency (CBDC) and the innovation happening in that space.
In this episode, Richard walks us through the efforts China has made to innovate within its Fintech platforms, and how it poses a long-term threat to US Dollar dominance. With smart contracts on the way, what does the world look like with a maximally successful Chinese CBDC? Listen in and find out.
In this episode's exclusive debrief, we dive into all the questions we didn't have time to ask and explore how big of a challenge CBDCs pose to crypto. Get it here:
https://shows.banklesshq.com/p/exclusive-debrief-chinas-digital
📣 PoolTogether | DeFi's No-Loss Lottery Protocol
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
9:30 Richard Turrin
12:03 Where The US Went Wrong
16:34 China’s Last 10 Years
23:10 Comparing the User Experience
30:00 A Cultural Divide
38:17 A Regulatory Divide
47:00 Central Bank Digital Currencies
57:43 Digitized vs Digital Currency
1:05:19 Benefits of a CBDC
1:14:48 The Design & Smart Contracts
1:25:00 Verification and KYC
1:30:57 China’s International Ambitions
1:35:43 The Impact on Crypto
1:39:13 When the West Wakes Up
1:42:03 Closing & Disclaimers
Resources:
Richard on Twitter
https://twitter.com/richardturrin?s=20
Cashless: China's Digital Currency Revolution
https://www.amazon.com/Cashless-Chinas-Digital-Currency-Revolution/dp/1949642720/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of August 2021
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 PoolTogether | Break up with your Lottery!
https://bankless.cc/PoolTogether
Topics Covered:
0:00 Intro
1:56 MARKETS
2:08 BTC Price
2:27 ETH Price
3:28 ETH/BTC Ratio
4:24 DeFi Action
6:27 EIP 1559
https://ultrasound.money/
11:44 Ultra Sound Block
https://twitter.com/AlexanderFisher/status/1423277318773088257
13:14 1559 Wallets
https://metamask.io/1559.html
15:26 Going Mainstream
https://twitter.com/TrustlessState/status/1423293814312108039?s=20
16:05 Uniswap Burning
https://twitter.com/haydenzadams/status/1423292792617402371?s=21
19:09 221M Crypto Users
https://twitter.com/RyanSAdams/status/1421108123016830982?s=20
21:16 OpenSea Volume
https://twitter.com/dfinzer/status/1422016457290956800?s=21
22:29 DeFi Addresses
https://decrypt.co/77593/ethereum-addresses-using-defi-rose-65-last-quarter
24:45 RELEASES
25:13 Starkware & SoRare
https://medium.com/sorare/were-live-on-our-scaling-solution-starkware-62438abee9a8
25:54 Thales
https://thalesmarket.medium.com/the-day-has-come-thales-dapp-launches-on-ethereum-mainnet-366b98ed0c71
26:21 DyDx Token
https://newsletter.banklesshq.com/p/-alpha-alert-dydx-retroactive-drop
Sad Meme: https://twitter.com/monetsupply/status/1422745261986631682?s=21
29:10 Bitwise UNI & Aave Funds
https://www.bitwiseinvestments.com/resources/press-releases/bitwise-asset-management-expands-defi-suite-with-launch-of-the-worlds-first-uniswap-and-aave-funds
29:58 Argent Layer 2 Waitlist
https://twitter.com/argentHQ/status/1422262937423597571
31:09 Rocket Pool Testnet
https://medium.com/rocket-pool/rocket-pool-prater-testnet-guides-2428ecdc565e
31:32 ETH Modeler
https://www.ethmodel.io/
32:12 Diversifi Polygon Bridge
https://twitter.com/deversifi/status/1422596299216543746
32:46 RAISES
Messari: https://twitter.com/DelRayMan/status/1423284038811492372?s=19
Point72: https://markets.businessinsider.com/news/currencies/steve-cohen-point72-hire-boss-head-digital-asset-crypto-jobs-2021-7
Sense Finance: https://medium.com/sensefinance/sense-finance-raises-5-2m-to-add-a-new-dimension-to-defi-bbccb508d271
Krystal: https://www.theblockcrypto.com/post/113483/defi-platform-krystal-crypto-seed-funding
34:51 Jobs
https://bankless.cc/jobs
35:27 NEWS
35:37 Trustless ETH Staking
https://blog.lido.fi/the-road-to-trustless-ethereum-staking/
38:05 Zcash Proof of Stake?
https://twitter.com/zooko/status/1422575010221199361?s=20
39:53 Punk Pump
https://decrypt.co/77392/cryptopunk-prices-rise-53-in-week-after-ethereum-whales-feeding-frenzy
43:28 Polygon & Knicks
https://twitter.com/mihailobjelic/status/1421535583856439298?s=21
43:57 Treeverse
https://twitter.com/TheTreeverse/status/1423047756667629578
43:30 Infrastructure Bill
https://twitter.com/jchervinsky/status/1421150344051048451
Amendment: https://twitter.com/jerrybrito/status/1422974253876580355?s=20
Do your part: https://www.fightforthefuture.org/actions/stop-the-senate-from-sneaking-through-total-surveillance-of-the-crypto-economy/
Bailout: https://twitter.com/RyanSAdams/status/1423097584034402308?s=20
55:00 Gary Gensler Speech
https://www.sec.gov/news/public-statement/gensler-aspen-security-forum-2021-08-03#_ftn10
Nic Carter: https://twitter.com/nic__carter/status/1422602420119556098?s=20
Positives: https://twitter.com/prestonjbyrne/status/1422602012060004356?s=20
ETF: https://www.bloomberg.com/news/articles/2021-08-03/sec-s-gensler-signals-pathway-for-a-bitcoin-etf-with-tough-rules
1:04:09 China Pressure
https://shows.banklesshq.com/p/-early-access-chinas-digital-currency
1:07:30 Drive-By’s
Wealthfront: https://www.thestreet.com/crypto/news/wealthfront-adds-grayscales-bitcoin-and-ethereum-trusts-for-clients
Spagni: https://cointelegraph.com/news/monero-s-former-maintainer-arrested-in-u-s-for-allegations-unrelated-to-cryptocurrency
1:09:00 TAKES
1:11:00 Maxi’s Coping
https://twitter.com/econoar/status/1423143520781553668?s=20
1:15:00 Talking Crypto Daily
https://twitter.com/jdorman81/status/1418253693829357572?s=20
1:15:56 Binance Squeeze Bullish DeFi
https://twitter.com/iamjosephyoung/status/1421058386704035840
1:16:54 America’s Biggest Export
https://twitter.com/RealNatashaChe/status/1422270993498705921
1:18:33 EIP-1559 Ju-jitsu
https://twitter.com/RyanSAdams/status/1422920975600037888?s=20
1:21:22 Success is a Muscle
https://twitter.com/hasufl/status/1423295802705735686?s=20
1:22:48 What David’s Excited About
1:24:49 What Ryan’s Excited About
1:27:28 The Merge
1:28:28 Meme of the Week
1:30:25 Closing & Disclaimers
Join the Bankless and EthHub boys as they livestream during the London Hardfork and watch EIP1559 start burning ETH!
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 PoolTogether | DeFi's No-Loss Lottery Protocol
https://bankless.cc/PoolTogether
Resources:
DC Investor on Twitter:
https://twitter.com/iamDCinvestor?s=20
Eric on Twitter:
https://twitter.com/econoar?s=20
Hudson on Twitter:
https://twitter.com/hudsonjameson?s=20
Justin on Twitter:
https://twitter.com/drakefjustin?s=20
Anthony on Twitter:
https://twitter.com/sassal0x?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
The time has come. With the London Fork just around the corner, the much anticipated EIP-1559 will be implemented. This fundamentally changes the relationship among miners, users, and gas.
This panel, moderated by Ethereum core developer Tim Beiko, is set to discuss the macro and micro shifts to the ecosystem. We've talked about this a lot on Bankless, so it's time to hear from experts around the community about this massive turning point.
📣 PoolTogether | DeFi's No-Loss Lottery Protocol
https://bankless.cc/PoolTogether
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
8:00 Understanding EIP 1559
ETH Research post: https://ethresear.ch/t/first-and-second-price-auctions-and-improved-transaction-fee-markets/2410
20:34 Changing Metrics
26:21 Improving User Experience
Micah’s article: https://medium.com/coinmonks/a-tale-of-two-pricing-schemes-dc9c8717906
33:45 Advice for Smart Contract Devs
JSON RPC Changes: https://hackmd.io/@timbeiko/1559-json-rpc
42:30 Miners, Burning Fees, and MEV
53:52 Clarifying MEV and Gas Prices
57:00 EIP 1559 on Geth
1:04:44 Hasu's Turning Point on ETH
1:11:11 David & Ryan ask Community Questions
1:15:51 Fifteen Fifty-Nine
1:19:40 Old Transactions in a New Paradigm
1:22:00 Stuck & Pending Transactions
1:24:16 Changing Monetary Policy
1:36:01 Manipulating Block Size
1:39:58 Discussing Timelines
1:47:25 Closing & Disclaimers
Resources:
Tim Beiko on Twitter:
https://twitter.com/TimBeiko?s=20
Barnabe Monnot on Twitter:
https://twitter.com/barnabemonnot?s=20
Hasu on Twitter:
https://twitter.com/hasufl?s=20
Lightclients on Twitter:
https://twitter.com/lightclients?s=20
Micah Zoltu on Twitter:
https://twitter.com/MicahZoltu?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Lyn Alden returns to the podcast, this time to discuss Inflation. Founder of Lyn Alden Investments, we keep coming back to Lyn because of her sharp analysis and compelling macro takes.
We explore the three types of inflation, how they intersect and affect one another, and what this means for the global outlook of crypto and society.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
6:00 Lyn Alden & Overview
10:08 Fiscal Policies & COVID
19:02 3 Types of Inflation
27:22 Ordering & Measuring
32:50 The Long Arc of History
40:57 Transitory or Permanent?
49:22 Wages vs Assets
56:08 The Effects of Inflation
1:00:00 Winners and Losers
1:09:40 A Global Perspective
1:16:40 The Death of Dollar Dominance
1:23:03 Multi-Polar Reserve Currency
1:27:50 COVID Delta Variant
1:32:57 Where Crypto Comes In
1:39:12 Ethereum & The Bull Market
1:45:34 Advice for Listeners
1:48:34 Closing & Disclaimers
Resources:
Lyn on Twitter:
https://twitter.com/LynAldenContact?s=20
Lyn's Website & Newsletter:
https://www.lynalden.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of July 2021
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/unigrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Topics Covered
0:00 Intro
5:36 EIP 1559 and other PSAs
10:55 MARKETS
11:05 BTC Price
Shorts: https://twitter.com/woonomic/status/1419621135373701123?s=20
14:02 ETH Price
14:42 BTC/ETH Ratio
15:34 DeFi Action
17:33 The BED Index
https://www.indexcoop.com/bed
Pancake: https://twitter.com/xofee3/status/1419631884846387200?s=21
23:23 Axie Hasn’t Stopped
https://www.coingecko.com/en/coins/axie-infinity
25:21 Optimism Revenue
https://twitter.com/tokenterminal/status/1420053733052932097?s=21
26:06 Crypto Fees
https://cryptofees.info/
27:00 1 in 10 Invested
https://www.marketwatch.com/story/more-than-1-in-10-americans-invested-in-crypto-this-year-heres-how-they-differ-from-stock-market-investors-11626980261
29:00 RELEASES
30:55 Ultra Sound Summer
https://twitter.com/BanklessHQ/status/1418660235393130502?s=20
34:00 Polygon $100M Gaming Fund
https://twitter.com/_PolygonStudios/status/1417200733703720991
36:15 Aave Arc
https://twitter.com/HsakaTrades/status/1418276172396306432?s=20
38:45 Fractional NFTs
https://twitter.com/fractional_art/status/1419696688302854146?s=20
41:22 Binance & Polygon
https://twitter.com/MihailoBjelic/status/1420328228795846658
42:55 Etherscan ‘Blockscan’ Upgrade
https://twitter.com/etherscan/status/1419985650632122369
44:45 Rabby Wallet
https://medium.com/@rabby_io/rabby-release-announcement-564406988e2b
47:00 Lyra DAO
https://blog.lyra.finance/lyra-dao-raises-3-3m/
49:27 Fireblocks $310M
https://cointelegraph.com/news/blockchain-unicorn-fireblocks-raises-310m
50:33 Crypto Jobs
https://pallet.xyz/list/bankless/jobs
52:10 NEWS
52:20 PayPal Super App
https://cointelegraph.com/news/paypal-s-crypto-super-app-set-to-roll-out-soon
56:10 Amazon Hiring
https://www.amazon.jobs/en/jobs/1644513/digital-currency-and-blockchain-product-lead
57:10 Jack ETH Troll
https://twitter.com/jack/status/1418344349289566212?s=21
Community: https://twitter.com/coingecko/status/1418406317903863809?s=20
1:00:35 Uniswap Front End
https://uniswap.org/blog/token-access-app/
2019: https://newsletter.banklesshq.com/p/unstoppable-liquidity-market-monday-8d6
1:08:14 Reddit on Arbitrum
https://twitter.com/arbitrum/status/1418260889698983936?s=20
1:11:50 Media’s Behind
https://twitter.com/wongisrite/status/1419790042537496581?s=20
1:13:40 BitGo & Index Coop
https://blockworks.co/bitgo-and-index-coop-partner-to-build-blue-chip-experience-for-defi-investment/
1:15:05 Shopify NFTs
https://www.coindesk.com/shopify-to-allow-merchants-to-sell-nfts-directly-through-their-stores
1:22:25 Stonercats
https://www.coindesk.com/vitalik-buterin-joins-cast-of-stoner-cats-mila-kunis-new-animated-nft-show
1:24:50 Coca-Cola NFTs
https://www.theblockcrypto.com/post/112779/coca-cola-creates-its-first-collection-of-brand-inspired-nfts
1:25:29 Pplpleasr Fortune Magazine
https://twitter.com/pplpleasr1/status/1420780214175555585
1:26:53 Elizabeth Warren, Shadowy Super Coders
https://decrypt.co/76997/elizabeth-warren-crypto-big-banks-shadowy-super-coders
Letter: https://www.warren.senate.gov/imo/media/doc/FSOC%20Crypto%20Letter%2007.26.2021.pdf
1:31:30 Infrastructure Bill
https://www.theblockcrypto.com/linked/112877/white-house-says-crypto-tax-enforcement-will-help-pay-for-bipartisan-infrastructure-deal
Meme: https://twitter.com/sassal0x/status/1420769026804912131?s=20
Coin Center: https://twitter.com/jerrybrito/status/1420724068286926853?s=20
1:35:14 News Quick Takes
1:37:30 Goldman Sachs DeFi ETF
https://www.coindesk.com/goldman-sachs-applies-for-defi-etf
1:40:00 TAKES
1:41:00 Facebook Metaverse
https://twitter.com/ClaireSilver12/status/1418268267483996168
1:43:38 Regulatory Own Goal
https://twitter.com/runekek/status/1419388578585513985?s=21
1:45:45 Gaming is Next
https://twitter.com/tokenterminal/status/1418699352521035779?s=20
1:46:43 ETH vs. Commodities
https://twitter.com/sassal0x/status/1419942343608729601?s=20
1:47:49 What David’s Excited About
1:48:30 What Ryan’s Excited About
1:50:38 MEME of the Week
https://twitter.com/BanklessHQ/status/1418368850052096003?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
NFTs have exploded in 2021, but many coveted pieces are far out of the price range of average DeFi citizens. Enter Fractional, the new protocol for buying, selling, and minting fractions of NFTs.
This breaks apart NFTs and allows anyone to unlock NFT liquidity and open the door for community involvement. To detail this step forward in crypto culture, we bring on Fractional lead dev @Andy8052 for a Live AMA.
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BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
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🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Resources:
Andy on Twitter
https://twitter.com/andy8052?s=20
Fractional
https://fractional.art/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Index Coop is a DAO focused on making fully decentralized crypto index products, like the DPI (DeFi Pulse Index). Recently, the Index Coop teamed up with Bankless DAO to launch the BED Index: 1/3 Bitcoin, 1/3 Ether, and 1/3 DPI.
Products like these make it easier than ever to get some skin in the game, so Do Your Own Research, and learn why the future of finance is decentralized. For this week's State of the Nation, we bring on four core contributors of Index Coop to walk us through it.
Live on Tuesday at 11am PST / 2pm EST!
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Resources:
Index Coop:
https://www.indexcoop.com/
Announcing the BED Index:
https://medium.com/indexcoop/recommending-crypto-to-friends-family-just-became-10x-easier-ccb57ea1903a
Verto on Twitter:
https://twitter.com/verto0912?s=20
BigSky on Twitter:
https://twitter.com/BigSky_7?s=20
Dark Forest Capital on Twitter:
https://twitter.com/DarkForestCap?s=20
LemonadeAlpha on Twitter:
https://twitter.com/AlphaLemonade?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Did you miss out on ETHCC? Here's the antidote to your FOMO.
David interviews 9 thought leaders and builders about the conference, Paris, and the broader Ethereum Community.
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🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Topics Covered:
0:00 Intro
2:00 What is ETHCC?
6:20 The Guests & The Vibe
10:23 The Community & Building
13:55 BTC Miami & ETH CC
20:15 Ethereum Documentary
23:34 Paris, Parties, and Culture
29:00 Vitalik Buterin
32:40 The Magnitude of ETH
39:05 What Vitalik’s Thinking About
42:26 Ethereum’s Social Layer
45:07 Stani Kulechov
48:38 What’s New This Conference?
51:45 Aave Ark (FKA Aave Pro)
54:24 rAAVE
57:12 The Magnitude of Aave
1:00:50 Kain Warwick
1:03:08 What’s Different This Time?
1:06:00 Around the Community
1:10:13 Jerome de Techey
1:15:00 Conferences and Community
1:20:00 What’s Great About ETHCC?
1:24:05 Aya Miyaguchi
1:27:18 The Ethereum Community
1:31:24 The Infinite Garden
1:36:00 Cooper Turley
1:40:09 The ETHCC Vibe
1:42:20 Simona Pop
1:47:40 Status
1:57:22 Joseph Delong
2:00:17 SushiSwap Roadmap
2:04:22 Jordi Baylina
2:08:00 The Hermez Network
2:11:58 Layer 2 vs Sidechain
Resources:
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20
Stani on Twitter:
https://twitter.com/StaniKulechov?s=20
Kain on Twitter:
https://twitter.com/kaiynne?s=20
Jerome on Twitter:
https://twitter.com/jdetychey?s=20
Aya on Twitter:
https://twitter.com/AyaMiyagotchi?s=20
Cooper on Twitter:
https://twitter.com/Cooopahtroopa?s=20
Simona on Twitter:
https://twitter.com/Sim_Pop?s=20
Joseph on Twitter:
https://twitter.com/josephdelong?s=20
Jordi on Twitter:
https://twitter.com/jbaylina?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of July
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Topics Covered:
0:00 Intro
2:20 MARKETS
2:32 BTC Price
3:20 ETH Price
5:25 Google Search Trends
https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-7e2
8:18 Market Cycles
https://twitter.com/LilMoonLambo/status/1417483927132987403?s=20
11:00 ETH/BTC Ratio
12:20 DeFi Action
13:22 Institutional Demand
Bad: https://cointelegraph.com/news/institutional-demand-for-bitcoin-evaporates-as-btc-struggles-below-31k
Good: https://blockworks.co/fidelity-71-of-institutional-investors-plan-to-buy-crypto/?oly_enc_id=9918E2523689A0T
17:00 UNI Token
https://twitter.com/tokenterminal/status/1404045729560150017?s=20
21:00 RELEASES
22:00 BED Index
https://www.tokensets.com/v2/set/ethereum/0x2aF1dF3AB0ab157e1E2Ad8F88A7D04fbea0c7dc6
25:07 SushiSwap Trident
https://twitter.com/Blockanalia/status/1417460991940571136?s=20
Rivalry: https://twitter.com/josephdelong/status/1391083986181525508?s=20
28:48 ETH Issuance Model
https://twitter.com/RyanSAdams/status/1416022071914729473?s=20
31:35 Yearn Risk Dashboard
https://twitter.com/bantg/status/1416103246670749698?s=21
34:15 Grayscale DeFi
https://www.globenewswire.com/news-release/2021/07/19/2264846/0/en/Grayscale-Investments-and-CoinDesk-Indexes-Launch-Decentralized-Finance-DeFi-Fund-and-Index.html
37:12 OKEx Polygon
https://twitter.com/JayHao8/status/1415214114654224385?s=20
38:45 Axe DogeSpray
https://twitter.com/AXE/status/1417175117440995328
40:26 Immutable - IMX
https://twitter.com/Immutable/status/1418032781343428613
42:11 Visor Finance Raise
https://twitter.com/VisorFinance/status/1417093827295334400?s=20
43:56 OpenSea Raise
https://twitter.com/theblock__/status/1417462989888835584?s=21
45:03 FTX Valued at $18B
https://www.wsj.com/articles/crypto-exchange-ftx-valued-at-18-billion-in-funding-round-11626800455
46:13 Jobs
https://pallet.xyz/list/bankless/jobs
47:00 NEWS
47:20 The B Word Conference
https://www.theblockcrypto.com/post/112158/elon-musk-says-spacex-owns-bitcoin-and-he-owns-ethereum-in-jack-dorsey-talk
49:30 ETH Settling $8T
https://twitter.com/RyanSAdams/status/1415737374194249729?s=20
52:22 Decentralizing Maker
https://blog.makerdao.com/makerdao-has-come-full-circle/
Legacy: https://twitter.com/RyanWatkins_/status/1417626182875586563?s=20
57:29 Infinite Garden Doc
https://twitter.com/ljxie/status/1416202730687717377
58:38 Masterpiece
https://masterpiece.so/
59:18 Jack, BTC, Square
https://cointelegraph.com/news/defi-on-bitcoin-jack-dorsey-launches-new-square-division-to-make-it-easy
1:01:20 USDC & Mastercard
https://www.circle.com/blog/mastercard-taps-circle-for-usdc-settlement-pilot
What’s in USDC: https://cointelegraph.com/news/auditors-reveal-usdc-backing-as-jim-cramer-sounds-alarm-over-tether-s-mad-money
1:04:34 Tether
https://www.coindesk.com/tether-executives-cnbc-tech-check
1:07:30 New Jersey & BlockFi
https://twitter.com/jchervinsky/status/1417499622319210508?s=20
1:09:15 Binance Ditching Stock Tokens
https://www.reuters.com/world/china/binance-stops-selling-stock-tokens-after-regulatory-scrutiny-2021-07-16/
1:11:00 TAKES
1:12:00 2018 Bear Feels?
https://twitter.com/mrjasonchoi/status/1415988858039062528?s=20
1:17:45 First New Asset Class
https://twitter.com/QwQiao/status/1417081872467771397?s=20
1:18:20 Jake’s Concerned
https://twitter.com/jchervinsky/status/1417928217550376960?s=20
1:20:58 100k Blocks Left
https://twitter.com/preston_vanloon/status/1417551852577624077?s=20
1:21:47 Deflationary?
https://twitter.com/TimBeiko/status/1415758024321372161
1:23:53 Vitalik Take
https://pbs.twimg.com/media/E60ss3QWQAAZ3GY?format=jpg&name=large
1:27:45 David Take
https://twitter.com/trustlessstate/status/1417886459907002376?s=21
1:29:00 What David’s Excited About
1:31:58 What Ryan’s Excited About
1:34:30 Meme of the Week
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
ShapeShift recently announced its plans to evolve into a community-owned, decentralized platform. In addition, they held the largest airdrop in crypto history with over 1 million eligible addresses.
We bring on (former?) CEO Erik Voorhees to discuss the transition, and how it could be paving the way for all legacy corporations. The Future is DAO.
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https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Topics Covered:
0:00 Intro
8:00 Erik Voorhees & ShapeShift
11:54 The History of ShapeShift
21:04 DAO-ifying
27:10 The Model for Shape-Shifting
32:53 How to DAO
41:06 The FOX Token
47:25 The DAO Launch
52:35 The Regulation Threat
58:40 The Industry Overview
1:05:35 What Erik’s Excited About
1:08:10 A Word for First Cyclers
1:10:34 Closing & Disclaimers
Resources:
Erik on Twitter:
https://twitter.com/ErikVoorhees?s=20
FOX Airdrop:
https://fox.shapeshift.com/airdrop
ShapeShift Discord:
https://discordapp.com/invite/dVVkMhb
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Tarun Chitra is co-founder of Gauntlet, a financial modeling platform for crypto. Tarun is a thought leader in the space and is an expert in a variety of topics surrounding DeFi.
This week, we discuss the history of electronic markets, and how we’re in the third wave of this phenomenon.
Get this episode's exclusive debrief! 👀
https://shows.banklesshq.com/p/exclusive-debrief-the-history-of
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https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Bankless Podcast #74: The History of Electronic Markets
Guest: Tarun Chitra
We’re all familiar the image of traders in the pits of the New York Stock Exchange, holding up tickets and shouting out orders to one another. This is the backdrop for Electronic Markets 1.0, when ‘open outcry’ was the norm for the exchange of equities. When internet technology first emerged, it was brought to these markets, such that geographically distinct markets were fused by the instant communication of prices, bids, and offers.
New technologies come quickly to the markets, giving an advantage to those who adopt the fastest. Alongside traders and brokers are the technologists, the quants and computer scientists who leveraged their understanding of networks to revolutionize trading. This first wave of electronic markets lasted until the dawn of personal computers, home internet, and E-trade.
This second wave further revolutionized modern exchanges, distributing public access while consolidating liquidity. Synergistic with the dot-com boom, this explosion of retail investing once again turned exchanges on their heads. Look around now, and observe that we are in a third wave of new technologies applied to markets: Electronic Markets 3.0. Catalyzed first by mobile phones and now DeFi, the markets have once again been uprooted and fundamentally changed.
What does this all mean? Where do we go from here? How do we adjust for scaling complex markets? Well, listening to what Tarun Chitra has to say about it isn’t a bad place to start.
Topics Covered:
0:00 Intro
7:00 Tarun Chitra
10:40 A History Lesson on Markets
17:45 Patterns in Electronic Markets
20:55 Electronic Markets 1.0
29:09 Options and Removing Lawyers 1.0
38:08 Experimenting and Crashes 1.0
46:19 New Players & Regulation 1.0
52:19 Electronic Markets 2.0
1:00:08 ETFs and Consolidation 2.0
1:14:26 Before and After 2.0
1:23:00 Removing Lawyers 2.0
1:28:00 Electronic Markets 3.0
1:37:40 Experimenting and Crashes 3.0
1:46:07 Removing Lawyers 3.0
1:52:50 New Risks 3.0
2:00:35 Financial Crisis 3.0
2:09:10 Closing & Disclaimers
Resources:
Tarun on Twitter
https://twitter.com/tarunchitra?s=20
Gauntlet Network
https://gauntlet.network/
Inside Job: The Looting of America's Savings and Loans
https://www.amazon.com/Inside-Job-Americas-Forbidden-Bookshelf-ebook/dp/B013S42VF6
More Money Than God: Hedge Funds and the Making of a New Elite
https://www.amazon.com/More-Money-Than-God-Relations/dp/0143119419
When Genius Failed: The Rise and Fall of Long-Term Capital Management
https://www.amazon.com/When-Genius-Failed-Long-Term-Management/dp/0375758259
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
2nd Week of July 2021
📺 ETH STAKING PANEL:
https://youtu.be/-YD5cAbatOc
BANKLESS SPONSOR TOOLS:
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR
https://bankless.cc/Matcha
🔐 LEDGER | SECURE YOUR ASSETS
https://bankless.cc/Ledger
🦄 UNISWAP | DECENTRALIZED FUNDING
https://bankless.cc/UniGrants
📣 SMARTCON | Register for Smart Contract Summit 2021!
https://bankless.cc/SmartCon
Topics Covered:
0:00 Intro
2:50 MARKETS
3:00 BTC Price
Lightning: https://twitter.com/VetleLunde/status/1414935599321124864?s=20
4:15 ETH Price
Settling $8T: https://twitter.com/RyanSAdams/status/1415364147622170630?s=20
6:20 ETH/BTC Ratio
7:08 DeFi Action
3M DeFi Users: https://twitter.com/richardchen39/status/1414582943641657344?s=20
11:15 Axie Price Action
12:55 Value / Volume
https://twitter.com/richardchen39/status/1414950857586749449?s=21
14:08 DAO Super-Users
https://deepdao.io/#/people
17:00 RELEASES
18:45 Optimism!
Uniswap: https://twitter.com/TrustlessState/status/1415118864698859524?s=20
Synthetix: https://blog.synthetix.io/optimism-launch-announcement/
25:38 Scaling Frenzy
Hop Protocol: https://twitter.com/HopProtocol/status/1414624873775878148
Gnosis Safe: https://blog.gnosis.pm/gnosis-safe-is-live-on-layer-2-24adf83f0032
Coinbase: https://twitter.com/SetProtocol/status/1415023551120355332
Infura: https://twitter.com/infura_io/status/1414614102618656768
28:18 Dow Jones Crypto Indices
https://www.prnewswire.com/news-releases/sp-dow-jones-indices-launches-sp-cryptocurrency-broad-digital-market-index-301332698.html
30:10 Nifty Island
https://twitter.com/Nifty_Island/status/1414982521377411075
31:25 Ultra Sound Money
https://ultrasound.money/
33:15 Ethereum Documentary
https://twitter.com/ethereumfilm/status/1415376113170141184?s=21
34:36 Raises
Superfluid: https://twitter.com/superfluid_hq/status/1414937101745983491?s=21
Connext: https://twitter.com/theblock__/status/1414933542006624256?s=21
Blocknative: https://twitter.com/blocknative/status/1415344313920200706?s=20
Phantom: https://www.theblockcrypto.com/post/111249/defi-wallet-solana-phantom-9-million-series-a-a16z
39:20 JOBS
https://pallet.xyz/list/bankless/jobs
40:15 NEWS
40:25 Uniswap DeFi Education Fund
https://www.theblockcrypto.com/post/111185/harvard-law-blockchain-initiative-uniswap-dao
Cobie: https://gov.uniswap.org/t/proposal-removal-of-established-cranial-follicles-fund/13314/3
46:23 Brazil ETH ETF
https://twitter.com/Blockworks_/status/1415099592308400128?s=20
47:44 New Aave
https://twitter.com/StaniKulechov/status/1415308052400594953?s=20
48:04 ShapeShift DAO
https://twitter.com/coindesk/status/1415325952272437249?s=21
50:45 Amex NFTs
https://www.americanbanker.com/news/american-express-turns-nfts-into-a-credit-card-perk
51:45 Space Jam NFTs
https://twitter.com/JordanLyall/status/1414658019275644931?s=20
52:25 Jack Dorsey Hardware Wallets
https://www.theblockcrypto.com/post/110916/jack-dorsey-square-bitcoin-hardware-wallet
53:10 Bullish SPAC
https://www.theblockcrypto.com/linked/110950/former-nyse-president-to-take-crypto-exchange-bullish-public-via-spac
55:02 Fidelity Hiring
https://www.theblockcrypto.com/linked/111066/fidelity-digital-assets-hire-70-percent-more-employees-institutional-interest-crypto
55:55 Inflation
https://twitter.com/LynAldenContact/status/1414948397233082372?s=20
59:05 Banks vs Fintech
https://thefr.com/fintech-news-in-brief/regulation-and-compliance-fintech-news
1:00:40 Quick News
Alchemix: https://twitter.com/AlchemixFi/status/1414647769470443521
Binance: https://www.theblockcrypto.com/post/111482/italy-binance-consob-warning
Bitcoin Miners: https://www.theblockcrypto.com/linked/111462/bit-digital-14500-bitcoin-miners-us-china-crackdown
Metamask: https://twitter.com/MetaMask/status/1415390962826850309?s=20
1:04:00 TAKES
1:04:45 Jackson Palmer
https://twitter.com/ummjackson/status/1415353984617914370?s=20
1:17:30 FTX Acquiring the World
https://twitter.com/ft/status/1415075101205319689?s=21
1:20:15 One Paycheck Away
https://twitter.com/TrustlessState/status/1415439010952925186?s=20
1:20:35 What David’s Excited About
1:21:55 What Ryan’s Excited About
1:25:03 Meme of the Week
https://twitter.com/BanklessHQ/status/1415476264840744960?s=20
1:26:55 Moment of Zen
https://twitter.com/ben_chain/status/1414360342856011777?s=21
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
ETH Staking Panelists:
Darren Langley (Rocket Pool)
Vasiliy Shapovalov (Lido)
Ejaaz Ahamadeen (Coinbase)
With Ethereum's switch to Proof-of-Stake around the corner, a full spectrum of staking options has emerged. Many who want to participate will not be able to run their own self-custodied 24/7 validator node, and not everyone has the required 32 ETH. For these folks, Staking-as-a-Service allows broader participation in the PoS consensus mechanism.
To discuss this, team members from Coinbase, Lido, and Rocket Pool come together in this panel to explore their approaches to the world of ETH staking!
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
ETH Staking Panelists:
Darren Langley (Rocket Pool)
Vasiliy Shapovalov (Lido)
Ejaaz Ahamadeen (Coinbase)
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/unigrants
📣 KYBER | Liquidity mine with Rainmaker
https://bankless.cc/kyber
With Ethereum's switch to Proof-of-Stake around the corner, a full spectrum of staking options has emerged. Many who want to participate will not be able to run their own self-custodied 24/7 validator node, and not everyone has the required 32 ETH. For these folks, Staking-as-a-Service allows broader participation in the PoS consensus mechanism.
To discuss this, team members from Coinbase, Lido, and Rocket Pool come together in this panel to explore their approaches to the world of ETH staking!
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Axie Infinity has exploded into the mainstream in 2021. Is it just a game? Is it an economy? What does Play-to-Earn mean?
Join David and Ryan as they explore the world of Axie Infinity!
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Arthur_0x is a massively successful investor in DeFi, and leads DeFiance Capital. His story is fascinating, as are his takes on the ecosystem and the crypto space from a global perspective.
GET THIS EPISODE'S EXCLUSIVE DEBRIEF:
https://shows.banklesshq.com/p/exclusive-debrief-building-a-500m
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
6:00 Arthur 0x
12:55 The Secret Ingredient?
19:30 Show Up and Do Something
26:00 An Investing Thesis
33:48 Fundamentals Win
38:05 Token Value Capture
46:40 How to Evaluate
50:18 Undervalued Projects
56:35 The AMM Competition
1:00:13 ETH Killers
1:05:43 Layer 2 Scaling
1:14:00 A Global Perspective
1:20:13 Culture and Language
1:24:05 China BTC Mining
1:29:30 What Arthur’s Excited About
1:33:58 Closing & Disclaimers
Resources:
Arthur on Twitter
https://twitter.com/Arthur_0x?s=20
DeFiance Capital
https://www.defiance.capital/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto!
Subscribe to the Top Signal RSS Feed: https://podcasts.apple.com/us/podcast/top-signal/id1574944825
GUESTS
@Cooopahtroopa
@0x_Lucas
@BlockchainJames
@gladstonecallum
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto!
Subscribe to the Top Signal RSS feed!
https://podcasts.apple.com/us/podcast/top-signal/id1574944825
GUESTS:
@Cooopahtroopa
@0x_Lucas
@BlockchainJames
@gladstonecallum
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto!
Subscribe to the Top Signal RSS feed!
https://podcasts.apple.com/us/podcast/top-signal/id1574944825
GUESTS
@Cooopahtroopa
@0x_Lucas
@BlockchainJames
@gladstonecallum
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
1st Week of July, 2021.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/unigrants
📣 KYBER | Liquidity mine with Rainmaker
https://bankless.cc/kyber
Topics Covered
0:00 Intro
2:10 MARKETS
2:20 BTC Price
4:56 ETH Price
Exchanges
https://twitter.com/cryptoquant_com/status/1411973786941804547
Deposit Contract
http://www.theblockcrypto.com/data/decentralized-finance/asset-management/eth-in-eth2-deposit-contract
8:03 ETH/BTC
10:10 DeFi Action
13:15 NFT Volume
https://duneanalytics.com/rchen8/opensea
16:30 RELEASES
17:45 EIP-1559
https://twitter.com/TimBeiko/status/1412762432079007748?s=20
Fee Burn
https://goerli.etherscan.io/blocks?p=1
Fee Savings
https://twitter.com/TimBeiko/status/1412995748665298944?s=20
22:35 Beacon Book
https://twitter.com/StatefulWorks/status/1412408929267630093
24:30 Balancer & Polygon
https://medium.com/balancer-protocol/balancer-joins-polygons-summer-of-defi-with-10-million-in-joint-token-incentives-c09d4db5ae9b
Zapper
https://twitter.com/zapper_fi/status/1412889987155173382
Dune
https://twitter.com/0xPolygon/status/1409556178443505667?s=20
27:30 Göerli Sidechain
https://twitter.com/bantg/status/1412388910429347841?s=20
31:05 Aave Pro in July
https://twitter.com/TraderNoah/status/1411719489947906048
34:16 Raises
Index Coop
https://www.coindesk.com/dao-behind-defi-pulse-index-raises-7-7m-from-galaxy-digital-1kx
Zerion
https://www.theblockcrypto.com/post/110675/defi-investing-platform-zerion-series-a-funding
36:20 NEWS
36:30 JPMorgan ETH Staking Report
https://decrypt.co/75108/ethereum-staking-crypto-jp-morgan
39:57 Andre on a Tear
https://twitter.com/andrecronjetech/status/1411244286146977792?s=21
41:43 Axie Infinity Growth
https://twitter.com/amytongwu/status/1412875602030301190?s=20
43:05 China & Stablecoins
https://www.coindesk.com/china-central-bank-pboc-worried-stablecoins
44:53 $70m Ransom Attack
https://www.forbes.com/sites/roberthart/2021/07/05/ransomware-hackers-demand-70-million-in-bitcoin-claim-massive-us-attack-as-biden-investigates-possible-russian-involvement/
46:35 Circle Spac Merger
https://www.theblockcrypto.com/post/110806/confirmed-stablecoin-firm-circle-public-spac-merger
47:45 Wyoming DAOs
https://decrypt.co/75222/americas-first-dao-approved-in-wyoming
50:50 News Drive-By
Crypto Cards top $1B
https://www.cnbc.com/2021/07/07/visa-says-crypto-linked-card-usage-tops-1-billion-in-first-half-of-2021.html
Binance Squeeze
https://www.theblockcrypto.com/post/110510/barclays-customers-in-the-u-k-can-no-longer-transfer-funds-to-binance
Elizabeth Warren Flex
https://www.coindesk.com/elizabeth-warren-sec-deadline-crypto-regulation
54:30 TAKES
55:00 Computer without Internet
https://twitter.com/chainlinkgod/status/1410359761971736577?s=21
56:25 Spooky Chainlink
https://twitter.com/edgararout/status/1412401125463035914?s=21
1:00:20 Creator Economy
https://twitter.com/balajis/status/1410585347092729857?s=21
1:03:05 Influencer to Creator
https://twitter.com/balajis/status/1412890086635544578?s=20
1:04:53 CeDeFi
https://twitter.com/dcfgod/status/1410985736715767817?s=20
1:06:50 Speed & Depth
https://twitter.com/balajis/status/1411046562063523841?s=21
1:09:15 Broken Pegs
https://twitter.com/stefan__ionescu/status/1412190540700004357?s=21
1:11:50 MEV Negative Externalities
https://twitter.com/bertcmiller/status/1412579402345586696?s=20
1:18:35 Transparent Systems
https://twitter.com/panekkkk/status/1411347712168153090
1:24:05 What David’s Excited About
1:25:05 What Ryan’s Excited About
https://twitter.com/RyanSAdams/status/1412799192603533313?s=20
1:29:00 Meme of the Week
https://i.redd.it/8b1khwy3uu971.jpg
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Robert Leshner is the founder of the Compound Protocol, which is pioneering decentralized borrowing and lending. He is returning to Bankless to discuss Compound Treasury, which is set to offer Compound's services to institutions.
Is it Fintech? Is it Banking? Is it Crypto? Slick back your DeFi mullet and let's find out.
Robert on Twitter:
https://twitter.com/rleshner?s=20
Compound Treasury:
https://compound.finance/treasury
📣 KYBER | MAKE IT RAIN WITH RAINMAKER
https://bankless.cc/kyber
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Luke Burgis is an author, entrepreneur, and professor. In his new book Wanting, Luke discusses the mimetic (mimicking) roots of our desires and behaviors. Viewing our species from this lens yields a vast wealth of insights about the nature of society, and we discuss how the internet (and crypto) pose to dramatically shift our understanding of these things.
🎙️ EXCLUSIVE EPISODE DEBRIEF : https://shows.banklesshq.com/p/exclusive-debrief-the-power-of-mimetic
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
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http://bankless.cc/uniswap
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https://bankless.cc/kyber
BANKLESS PODCAST #72: The Power of Mimetic Desire
Guest: Luke Burgis
When we explore what crypto is all about, it often brings us back to the fundamental questions. What is money? What is value? What are the characteristics of a good society? In our conversation with Luke Burgis, we dive even deeper: what drives our basic desires and behaviors? Luke makes an incredibly compelling argument that the root of our wants and perceived needs derive from Mimetic Desire -- the idea that we look to others and mimic what they do.
Mimetic desire appears to emerge among all successful social species. As humans, we learn how to exist in a society by observing and processing those around us. Our parents, friends, and communities at large all collectively inform how we perceive the world around us. In this model, the individual melts away, and instead, we become interdependent nodes in a network of ideas, ideologies, actions, and behaviors. We often want things because others want them. Although rationality certainly plays a role, it takes a back seat to the more immediate and salient driving forces of mimesis.
How does this relate to crypto in particular? Well, mimesis certainly drives the patterns we find in markets: speculation and adoption are both functions of mimetic desires. This model also applies more broadly when we consider the coordinative power of the internet and blockchains. If we accept mimesis on the aggregate and individual scale, we can more fully grasp the scale and scope of these new social and economic technologies.
Hot off the release of his book 'Wanting: The Power of Mimetic Desire in Everyday Life,' Luke is fascinated by the potential of blockchains to revolutionize how we interact and function as a species and society. However, Mimetic Desire won't be going anywhere anytime soon.
Topics Covered:
0:00 Intro
6:50 Luke Burgis
9:05 What is Mimetic Desire?
16:25 Modeling Desire
23:35 Coping with Abundance
27:19 Collective, Shared Desires
31:30 Genes & Memes
37:25 Mimetic Desire & Memes
45:20 Subjective Scarcity & Rivalries
54:24 The Internet & Mimetic Desire
1:01:00 Bitcoin and The Role of Money
1:12:10 Wealth is What You Want
1:17:43 Markets, Bubbles, Mania
1:26:58 Rivalrous Communities
1:33:00 Mimetic Bubbles & Reflexivity
1:39:45 Algorithms Determining Outcomes
1:43:49 Legitimacy
1:48:40 What about Rationality?
1:52:22 The Take on Crypto
1:55:20 Closing & Disclaimers
Resources:
Luke on Twitter
https://twitter.com/lukeburgis?s=20
Luke’s Newsletter
https://read.lukeburgis.com/
Wanting on Amazon
https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
5th Week of June 2021.
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🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/unigrants
📣 KYBER | Liquidity mine with Rainmaker
https://bankless.cc/kyber
Topics Covered:
0:00 Intro
2:25 MARKETS
2:35 BTC Price
3:10 ETH Price
3:32 ETH/BTC Price
4:26 ETH Outperforming BTC
https://twitter.com/RyanSAdams/status/1410601434240880646?s=20
6:20 DeFi Action
8:00 Layer 2 TVL
https://l2beat.com/
11:00 RELEASES
11:30 Compound Treasury
https://twitter.com/current/status/1409600420369084420?s=20
13:35 Polygon Avail
https://twitter.com/0xPolygon/status/1409520012960825349?s=20
15:00 Cream on Polygon
https://www.coindesk.com/cream-finance-announces-integration-with-polygon
15:53 Perpetual Protocol V2
https://twitter.com/perpprotocol/status/1410221752526028801?s=20
16:50 Element.Fi on Mainnet
https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi
17:55 Coinbase USDC 4%
https://blog.coinbase.com/sign-up-to-earn-4-apy-on-usd-coin-with-coinbase-cdad79e5f5eb
19:53 Top Signal
https://twitter.com/BanklessHQ/status/1409605228744175616?s=20
22:14 Raises
Nansen a16z
https://www.theblockcrypto.com/linked/109959/blockchain-data-nansen-12-million-series-a-a16z
TracerDAO
https://tracer.finance/radar/tracer-dao-raise/
24:00 NEWS
24:10 Uniswap Education Fund
https://gov.uniswap.org/t/governance-proposal-005-defi-education-fund/12963
27:25 Decentralizing Coinbase
https://blog.coinbase.com/embracing-decentralization-at-coinbase-7fa0e5d1084b
30:15 Kain & Synthetix
https://thedefiant.io/synthetix-founder-announces-return-to-save-the-project/
31:50 Axie Infinity
https://metaversal.banklesshq.com/p/the-axie-infinity-boom
34:10 Twitter NFTs
https://twitter.com/sassal0x/status/1410234844353761285?s=21
35:47 Tim Berners-Lee NFT
https://www.cnn.com/style/article/tim-berners-lee-nft-auction/index.html
37:35 Jay-Z Cryptopunk
https://twitter.com/DeFi_Dad/status/1408434725551759360?s=20
Sotheby’s: https://www.coindesk.com/jay-z-to-auction-reasonable-doubt-nft-at-sothebys
40:14 Bitcoin Miner Migration
https://preview.redd.it/wg88833hff871.jpg?width=1024&auto=webp&s=cf8bf121e8e6be28b659f626b4e5a0f92c17352f
41:37 TeraWulf Mining Firm
https://www.theblockcrypto.com/linked/110101/bitcoin-mining-firm-terawulf-orders-new-machines-cost-estimated-at-nearly-100-million
47:48 Ark Invest BTC ETF
https://www.cnbc.com/2021/06/28/cathie-woods-ark-invest-files-to-create-a-bitcoin-etf.html
49:07 El Salvador Airdrop
https://www.forbes.com/sites/roberthart/2021/06/25/adults-in-el-salvador-to-get-30-in-bitcoin-as-nation-unveils-details-to-make-crypto-legal-tender/amp/?__twitter_impression=true
50:54 UK on Finance
https://www.wsj.com/articles/binance-crypto-exchange-ordered-to-cease-u-k-activities-11624812672
51:30 Fed & CDBC
https://www.federalreserve.gov/newsevents/speech/quarles20210628a.htm
53:15 FTX, Tom Brady & Gisele
https://decrypt.co/74771/tom-brady-and-gisele-bundchen-invest-in-ftx
54:40 Drive By’s
ICP: https://twitter.com/jamesspediacci/status/1408532682192035840?s=21
Visa Hiring: https://www.theblockcrypto.com/post/110119/visa-makes-five-strategic-crypto-hires-and-placements
USDC Multi-Chain: https://twitter.com/CoinDesk/status/1409992722878980104?s=19
59:00 TAKES
59:30 .com to .eth
https://twitter.com/robogajesh/status/1408146369471139842?s=20
1:02:00 Unraveling Hierarchies
https://twitter.com/joshuarosenthal/status/1408814378913341443?s=21
1:03:34 Coinbase will sell anything
https://twitter.com/TheBlock__/status/1409676059302236162
1:05:27 Adios Uber
https://twitter.com/EthereumFear/status/1409874076491993125?s=20
1:08:10 DAOs
https://coopahtroopa.mirror.xyz/_EDyn4cs9tDoOxNGZLfKL7JjLo5rGkkEfRa_a-6VEWw
1:08:50 What David’s Excited About
1:11:11 What Ryan’s Excited About
1:15:53 The Future is DAO
https://twitter.com/thefutureisdao1/status/1409862176953806850?s=21
1:16:58 MEME OF THE WEEK
https://i.redd.it/c6nu7bdec8771.png
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Come learn and hear about what the Creator Economy is, and what it has in store for our industry!
Li Jin:
@ljin18
Jesse Walden
@jessewldn
Cooper Turley:
@Cooopahtroopa
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📣 Ledger | Securely Exchange with Paraswap
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The Creator Economy
Panelists: Cooper Turley, Li Jin, Jesse Walden
The Creator Economy naturally erupts with the internet. Specialization allows creatives – artists, content creators, and everything in between – to carve out increasingly specific niches and build curated cultural communities. Art in all forms has an opportunity to blossom with the coordinative capacity of modern technology, and every active participant is inherently a creator. Smartphones and social media make everyone journalists, photographers, actors, and commentators simultaneously.
With this budding paradigm, ownership of creations is paramount. The crypto industry lends itself elegantly to this need, blending creation and ownership. Web 2 has witnessed an explosion of distributed content, but centralized platforms determine the nature of how it plays out. Crypto offers a natural evolution to the creator economy, enriching the relationship between creator and community.
This conversation takes a wide lens to the intersection of culture and the crypto industry. From MySpace to Instagram to Patreon, the ebbs & flows of internet culture and economy moves at a blistering pace. Our experienced panelists break these things down and discuss where we're going.
Resources:
Li on Twitter:
https://twitter.com/ljin18?s=20
Jesse on Twitter:
https://twitter.com/jessewldn?s=20
Cooper on Twitter:
https://twitter.com/Cooopahtroopa?s=20
Topics Covered:
0:00 Intro
4:30 Cooper, Li, and Jesse
7:30 What is the Creator Economy?
14:32 Evolving Creator and Community
21:31 Creator First vs. Platforms
28:35 The Internet Dream
36:16 Evolving Platforms
43:00 Sovereign Creation
47:19 DAOs and the Creator Economy
55:30 Creator Economy Platforms
59:27 Get Involved
1:02:08 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jamis Johnson is a founding member and Chief Pleasing Officer of PleasrDAO✨.
We bring him on to hear about the state of PleasrDAO, and the NFT bear market!
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State of the Nation #49: The State of the Charts
Guest: Jamis Johnson
PleasrDAO is a fascinating experiment in internet culture. At the intersection of DAOs, NFTs, and internet culture, Jamis Johnson works as Chief Pleasing Officer. In this NFT bear market, we look forward to what happens next in this emerging space. Now is the time to be paying attention to this space.
The start of PleasrDAO was with pplpleasr's "x * y = k' NFT following the release of Uniswap V3. It was an organic eruption of collaboration for a shared social cause. The emergence of PleasrDAO is a salient demonstration of the nature of DAOs. In many ways, they resemble an open-world sandbox game, where individuals can come together in a flexible domain and organize collectively.
What began as a fever dream auction has coagulated into a flexible, powerful organization for the curation and management of big-ticket NFT items. The future of PleasrDAO remains open, but there will be more to learn as this Culture DAO continues trailblazing.
Resources:
Jamis on Twitter:
https://twitter.com/_jamiis?s=20
PleasrDAO on Twitter:
https://twitter.com/PleasrDAO?s=20
PleasrDAO:
https://pleasr.org/
Topics Covered:
0:00 Intro
10:00 Jamis Johnson, Chief Pleasing Officer
18:42 The Start of PleasrDAO
26:49 Getting on the Map
33:30 Snowden and the Gallery
39:40 Rugged Coordination
46:30 Plans for PleasrDAO
55:33 Participating in the Future
1:02:41 The NFT World
1:08:15 The Next Big Catalysts
1:12:22 Closing & Disclaqimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
A lot has changed since the original "Bull Case for Ethereum" episode. This sequel comes at a time when massive events loom on the horizon. EIP-1559, the Proof-of-Stake Merge, and Layer 2 Scaling.
Many of these uncertainties are felt in the market action, but we bring you some of the Ethereum Community's strongest bulls to remind you why you're here.
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 Ledger | Securely Exchange with Paraswap
https://bankless.cc/LedgerYT2
Topics Covered:
0:00 Intro
5:30 Sassano, DC Investor, and Cyrus
7:20 Cyrus Younessi
9:58 Grading Earlier Predictions
11:37 What’s New and Exciting?
18:15 New Narratives for ETH
25:03 ETH in DeFi
29:10 Feeling the Narrative Shift
37:45 Beating the Same Drum
40:19 The Energy Debate
44:12 PoS Merge and Energy
52:30 Gas Fees & Schizophrenia
58:39 EIP-1559
1:06:26 Deflationary, Scarce ETH
1:12:05 Confidence in Execution
1:20:33 Layer 2 Summer
1:28:02 Ethereum’s Scaling Solution
1:34:29 DAOs and DOs
1:44:37 DAOs and ETH
1:50:06 Post-Mortem on 4k ETH
2:03:29 Price Predictions
2:11:48 What Else Would You Buy?
2:14:12 Shaving to Save
2:15:49 Closing & Disclaimers
Resources:
The Bull Case for Ethereum:
https://youtu.be/36HkwlqfBaQ
Ultra Sound Money:
https://youtu.be/bWqhn1hXvVc
DC Investor on Twitter:
https://twitter.com/iamDCinvestor?s=20
Anthony Sassano on Twitter:
https://twitter.com/sassal0x?s=20
Cyrus Younessi on Twitter:
https://twitter.com/cyounessi1?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
4th Week of June 2021.
Anthony on Twitter:
https://twitter.com/sassal0x?s=20
Daily Gwei:
https://thedailygwei.substack.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
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🔀 BALANCER | EXCHANGE & POOL ASSETS
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 Ledger | Securely Exchange with Paraswap https://bankless.cc/LedgerYT2
Topics Covered:
0:00 Intro
2:20 MARKETS
2:38 BTC Price
4:54 ETH Price
6:36 ETH/BTC Ratio
7:50 DeFi Action
12:06 Layer 2 Beat
https://l2beat.com/
16:13 100k ETH Staked in a Day
https://cryptopotato.com/over-100k-eth-200-million-staked-in-ethereum-2-0-in-a-single-day/
19:41 a16z $2.2B Fund
https://twitter.com/TheBlock__/status/1408032726716928015?s=20
22:16 Yearn vs. Competition
https://twitter.com/bantg/status/1407407535620083712?s=20
26:43 Alpha Homora Fees
https://twitter.com/alphafinancelab/status/1407998167975563272?s=21
30:58 Borrowing on Aave
https://twitter.com/tokenterminal/status/1408012619840110592?s=21
31:51 Cathie Wood bought the Dip
https://news.bitcoin.com/cathie-wood-bought-the-dip-ark-invest-purchases-one-million-gbtc-shares/
35:00 RELEASES
35:45 Futureswap V3 on Arbitrum
https://twitter.com/futureswapx/status/1405952663318011904?s=20
39:30 Graph Supporting Optimism
https://twitter.com/graphprotocol/status/1405929132932878339?s=20
41:39 Risk Harbor $3.2m Raise
https://medium.com/riskharbor/risk-harbor-debuts-on-mainnet-with-a-new-round-of-funding-b18064dbd5dc
44:14 Yield Protocol Series A
https://twitter.com/yield/status/1407701683954765827?s=20
45:06 Visa, PayPal, Blockchain Capital
https://www.coindesk.com/visa-paypal-join-crypto-vc-blockchain-capitals-new-300m-fund
47:10 Aave News
https://twitter.com/AaveGrants/status/1407042749627617287?s=20
48:25 Brave Search Engine
https://www.cnet.com/google-amp/news/google-gets-a-new-rival-as-brave-search-opens-to-the-public/?__twitter_impression=true&s=09&utm_source=reddit.com
50:37 Coinbase in Japan
https://www.coindesk.com/coinbase-enters-japanese-market-after-completing-registration-with-financial-watchdog
51:45 TOP SIGNAL
https://twitter.com/BanklessHQ/status/1407446381103489030?s=20
53:00 NEWS
53:10 EIP-1559 Live on Ropsen
http://watchtheburn.com/
55:13 Venmo Digs ETH
https://twitter.com/ryansadams/status/1405955767379824645?s=21
56:30 Stakehound $75m Disaster
https://www.theblockcrypto.com/post/109277/staking-company-serves-fireblocks-with-a-lawsuit-over-private-keys-to-over-75-million-in-eth
59:48 Alchemix Return ETH
https://app.alchemix.fi/returneth
1:03:02 Reddit ‘Snoo’ NFTs
https://www.theblockcrypto.com/post/109450/reddit-nfts-cryptosnoos-ethereum-opensea
1:04:39 Bitcoin Miners in China
Nic Carter: https://www.coindesk.com/bitcoin-unpacking-hashrate-nic-cart-migration
Good or Bad? https://www.coindesk.com/3-reasons-why-chinas-bitcoin-crackdown-isnt-all-that-bad
1:07:51 Microstrategy 100k BTC
https://dailyhodl.com/2021/06/23/michael-saylors-microstrategy-now-owns-over-100000-btc-with-new-purchase/
1:10:19 NYC Mayoral Lead Likes BTC
https://www.theblockcrypto.com/linked/109475/new-york-city-center-of-bitcoins-eric-adams-mayoral-lead
1:10:44 RIP John McAfee
https://www.euroweeklynews.com/2021/06/23/breaking-news-antivirus-creator-john-mcafee-found-dead-in-catalan-prison-cell/
1:12:35 News Bites
Goldman & JPM Repo
https://www.bloomberg.com/news/articles/2021-06-22/goldman-sachs-begins-trading-on-jpmorgan-repo-blockchain-network?sref=VB9Y24MI
Fed Boston & MIT
https://www.bostonfed.org/news-and-events/press-releases/2020/the-federal-reserve-bank-of-boston-announces-collaboration-with-mit-to-research-digital-currency.aspx
49% of Institutional Investors
https://news.bitcoin.com/jpmorgan-survey-institutional-investors-cryptocurrency-rat-poison-warren-buffett-fad/
South African Ponzi
https://fortune.com/2021/06/24/bitcoin-ameer-raees-cajee-theft-south-africa/
MLB and FTX
https://www.mlb.com/news/mlb-ftx-cryptocurrency-exchange-partnership
1:15:45 TAKES
1:17:00 Migrating Hacks to BSC
https://twitter.com/hosseeb/status/1405637755141431297?s=19
1:19:38 DAO Efficiency
https://twitter.com/g_dip/status/1406086186850992128?s=21
1:21:35 Make Money with Friends
https://twitter.com/markbeylin/status/1407411367603326981?s=21
1:23:10 Who will you Trust?
https://twitter.com/gregisenberg/status/1405722055073542150?s=20
1:24:24 Bat Speaker Emojis
https://twitter.com/search?q=%F0%9F%A6%87%F0%9F%94%8A&src=typed_query&f=user
1:26:45 What Anthony’s Excited About
1:29:35 What David’s Excited About
1:30:30 MEME OF THE WEEK
https://twitter.com/biancoresearch/status/1408017039508246531?s=21
1:31:37 The Daily Gwei
1:32:50 Closing & Disclaimers
This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bankless has TWO big announcements...
- Big Merch Drop out of Bankless DAO. Sinjun Wesson, Design guild over at Bankless DAO, comes to show us the apparel he's outfitting us with.
GET YOUR MERCH: https://cryptoculture.substack.com/p/paying-homage-to-cypherpunk-history
- A BRAND NEW SHOW, with a BRAND NEW COHOST out of the Bankless Ecosystem! Don't miss it!
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 Ledger | Securely Exchange with Paraswap
https://bankless.cc/LedgerYT2
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, Jim comes on the podcast to discuss crypto from a variety of angles. Inflation, Wall Street, Defi, Regulation, and How to Invest. This is a good one.
🎙️ EXCLUSIVE EPISODE DEBRIEF : https://shows.banklesshq.com/p/exclusive-debrief-facing-the-frontier
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
5:00 Jim Bianco
7:20 Speculation & Sideways
13:08 Speed Running Everything
17:08 How to Play this Game
20:05 Big Picture Macro View
25:30 Inflation
30:52 Rationing & Reopening
35:47 Crypto Colliding With Macro
44:00 Hayden Adams Tweet
48:03 A Broken System
58:50 Defi Eating the World
1:02:55 Jim Using DeFi
1:06:25 Taking The Leap
1:11:00 The Bill Ford
1:16:10 Wall Street Adopting
1:22:31 Wall Street and DeFi
1:30:00 Regulation
1:37:41 Possible Outcomes
1:43:05 Putting Your Foot Down
1:46:15 Grounded Experience
1:51:15 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
3rd Week of June 2021
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 LEDGER | START YOUR CRYPTO JOURNEY
http://bankless.cc/LedgerYT
Topics Covered:
0:00 Intro
2:10 MARKETS
2:13 BTC Price
4:30 ETH Price
6:05 ETH / BTC Ratio
7:02 ETH in Smart Contracts
https://twitter.com/sassal0x/status/1404101807798845442?s=20
10:00 DeFi Action
12:00 Index Coop Revenue
https://twitter.com/BigSky_7/status/1405193562329739266?s=20
Org Structure: https://twitter.com/pet3rpan_/status/1403740789562232832?s=20
14:18 BTC in Lightning Network
https://www.theblockcrypto.com/linked/108718/bitcoin-lightning-network-capacity-accelerates-to-1500-btc
Lightning Twitter: https://thecryptobasic.com/2021/06/11/twitter-or-bluesky-may-soon-integrate-btc-lightning-networ/
19:40 Bearish UNI Fee Accrual?
https://twitter.com/cartesian99/status/1403998240555606016?s=20
26:00 90% Aren’t Scared
Meme: https://memegenerator.net/img/instances/78099137.jpg
28:00 RELEASES
29:30 Metamask Institutional
https://twitter.com/mminstitutional/status/1403064969575514116?s=21
31:25 Alchemix
Release: https://alchemixfi.medium.com/behold-aleth-90d750889fd8
Incident: https://twitter.com/AlchemixFi/status/1405187348678148101?s=20
Post-Mortem: https://forum.alchemix.fi/public/d/137-incident-report-06162021
34:40 BED Index
https://twitter.com/Crypto_Texan/status/1404422145191649284
38:11 Lyra
https://twitter.com/lyrafinance/status/1404589635867615233?s=20
40:37 Ernst & Young on Polygon
https://twitter.com/pbrody/status/1404753341738070016
41:07 Volmex Finance
https://twitter.com/volmexfinance/status/1405176261262004230
41:54 Gitcoin Round 10
https://twitter.com/gitcoin/status/1404589721863393286?s=20
44:00 Alexandra Botez ETH
https://twitter.com/alexandravbotez/status/1404896176479117315?s=20
44:55 Other Releases
MATIC on dYdX
https://twitter.com/dydxprotocol/status/1404490781369552900?s=20
USDC on Arbitrum
https://twitter.com/petejkim/status/1405300436970741760
Cream on Arbitrum
https://twitter.com/creamdotfinance/status/1404815692352954371?s=21
Parcel DAO Treasury Management
https://twitter.com/parcelHQ/status/1403433529023684611
Yearn Facelift?
https://twitter.com/AntonNellCrypto/status/1403650531575349249?s=20
46:44 NEWS
46:54 Bitwise $70m Raise
https://www.theblockcrypto.com/post/108421/bitwise-raises-70-million-from-new-wall-street-investors-including-henry-kravis-and-dan-loeb
48:23 Polygon Full Blocks
https://polygonscan.com/chart/gasused
52:13 Cuban Tracker: Titan
https://twitter.com/ChainLinkGod/status/1405319238701633537?s=20
58:00 InstaDapp $10m Raise
https://www.theblockcrypto.com/linked/108224/defi-startup-instadapp-raises-10-million-in-new-funding
58:22 Goldman Sachs ETH Futures
https://www.theblockcrypto.com/linked/108364/goldman-sachs-ether-derivatives-plans-bloomberg
58:45 dYdX $65m Raise
https://twitter.com/dydxprotocol/status/1404818923103600643?s=21
59:16 PleasrDAO Wins Again
https://twitter.com/PleasrDAO/status/1403403494669832194?s=20
1:02:52 World Bank Rejects El Salvador
https://www.theblockcrypto.com/linked/108682/world-bank-rejects-el-salvador-bitcoin-request
1:03:36 Paul Tudor Jones
https://blockworks.co/paul-tudor-jones-likes-bitcoin-as-portfolio-diversifier/?oly_enc_id=9918E2523689A0T
Meme: https://imgur.com/cxkPv14
1:05:05 Microstrategy
https://www.theblockcrypto.com/linked/108399/microstrategy-stock-offering-filing-bitcoin
1:06:30 Coinbase Lists SHIB
https://twitter.com/sassal0x/status/1404848247139565576
1:10:33 State Street Crypto
https://www.cnbc.com/2021/06/10/state-street-is-creating-a-dedicated-cryptocurrency-division.html
1:10:45 Millennial Millionaires
https://bitcoinexchangeguide.com/more-than-a-third-of-millennial-millionaires-have-at-least-50-of-their-wealth-in-crypto-survey/
1:12:19 Panama Crypto Bill?
https://www.coindesk.com/panama-to-present-crypto-related-bill-in-july?amp=1
1:13:30 TAKES
1:14:30 MEV Goes to Stakers
https://hackmd.io/@flashbots/mev-in-eth2
1:17:30 Under or Overvalued
https://twitter.com/fintechfrank/status/1404587101807644674?s=21
1:19:05 Accumulating Friends
https://twitter.com/owocki/status/1403405238179008513?s=20
1:20:33 Crypto Twitter is new Wall St
https://twitter.com/rasterlyrock/status/1405548074420772868?s=21
1:21:50 What David’s Excited About
San Diego: https://www.meetup.com/meetup-group-dgdwuehn/
1:23:45 What Ryan’s Excited About
1:25:45 MEME(s) of the Week
Star Trek: https://twitter.com/banklesshq/status/1405564845395628032?s=21
1:28:09 Closing & Disclaimers
Not financial or tax advice. Do your own research. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Last week, El Salvador announced that Bitcoin would be accepted as Legal Tender. We bring on our favorite Bitcoiner Nic Carter to the State of the Nation to discuss this monumental historical event -- a nation-state officially recognizing Bitcoin as a currency.
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👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 LEDGER | START YOUR CRYPTO JOURNEY
http://bankless.cc/LedgerYT
State of the Nation #50: El Salvador Adopting Bitcoin
Guest: Nic Carter
Nic Carter, recently verified on Twitter, is a partner at Castle Island and 4-time guest on Bankless. In 2021, Nic has spent much of his time dispelling the common myths frequently pointed at Bitcoin by the mainstream media, and he has been a general in the Green Energy war taking place around Bitcoin.
Last week, Nic started a Twitter Space to discuss El Salvador adopting Bitcoin as legal tender, a historic moment for crypto. Nayib Bukele, the President of El Salvador, joined the Space as the El Salvadorian congress ratified the bill. This twitter space ultimately garnered over 20,000 listeners, including some of the biggest names in crypto. Bukele showed himself to be savvy with both tech and social media, earning his label as a populist.
This is a pivotal time for cryptocurrency. The news from El Salvador bring up increasingly important questions like the relationship between nation-states and digital value. There are a variety of motives for El Salvador to adopt Bitcoin including lessening dependence on US monetary policy, as the Dollar was previously the sole currency of the country.
What does it mean for a country to adopt a cryptocurrency? Is Bitcoin being used for its 'intended purpose?' Is this a populist reprisal? Do these events represent a rejection of the Cantillon effect, and a move against the monetary hierarchy of capital gains taxes? In this State of the Nation, we cover these questions and more as we digest this monumental news and figure out what to make of it.
Resources:
Nic on Twitter:
https://twitter.com/nic__carter?s=20
Castle Island:
https://www.castleisland.vc/
Nic's Podcast, On the Brink:
https://onthebrink-podcast.com/
Crypto-Fiat Mutualistic or Parasitic:
https://newsletter.banklesshq.com/p/crypto-fiat-mutualistic-or-parasitic
Bitcoin Beach:
https://www.bitcoinbeach.com/
Topics Covered:
0:00 Intro
8:30 Nic Carter, Global Diplomat
10:18 Does El Salvador Change Everything?
15:43 Capital Gains
20:24 President Nayib Bukele
26:04 Is this good for El Salvador?
34:55 Lightning Network
40:15 Custodial Bitcoin
43:10 Bitcoin's Biggest Test
52:13 The First Domino to Fall
58:01 Is This Freedom or Coercion?
1:03:27 Pumping their own Bags
1:09:23 Authoritarian Populism
1:15:03 Gateway to DeFi
1:18:30 Physical vs. Digital
1:21:20 Consequences
1:23:54 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bitcoiner Preston Pysh joins the Bankless Podcast to discuss Bitcoin and Ethereum and prove that there are high level conversations to be had between the two communities.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-asking-the-questions
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS
https://bankless.cc/kwenta
Topics Covered:
0:00 Intro
5:50 Preston Pysh
8:17 Macro Value Investing
16:32 Moving to Bitcoin
21:22 The Last Free Market
26:13 Decentralized & P2P
29:32 Misconceptions
37:05 DeFi and Execution Risk
40:55 Ethereum Concerns
45:00 ETH’s Price Action
49:20 Protocol Consensus
53:54 Nodes
1:00:55 Work Vs. Stake
1:10:30 Clean Energy & Halvings
1:19:00 Issuance & EIP-1559
1:28:45 Currency and Blockspace
1:34:43 Risk-on vs Risk-off
1:38:24 Decentralized Finance
1:52:30 Preston Pitches ETH
1:56:06 David & Ryan Pitch BTC
2:00:40 On the Same Team
2:04:46 Closing & Disclaimers
Resources:
Preston on Twitter:
https://twitter.com/PrestonPysh?s=20
The Investor’s Podcast Network:
https://www.theinvestorspodcast.com/
Bitcoin Fundamentals:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/
Bitcoin & Bonds with Greg Foss:
https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-and-bonds-greg-foss/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
4th Week of May, 2021
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Topics Covered:
0:00 Intro
2:15 MARKETS
2:25 BTC Price
Fear & Greed: https://twitter.com/BitcoinFear
4:48 ETH Price
Fear & Greed: https://twitter.com/EthereumFear/status/1402566188144726021?s=20
7:47 ETH/BTC Ratio
Episode w/ Ledger: https://shows.banklesshq.com/p/-sotn-49-the-state-of-the-charts
8:57 DeFi Action
12:08 Cooldown
https://twitter.com/joel_john95/status/1402177944001269760?s=20
15:49 NFT Bubble
https://protos.com/nft-market-bubble-popped-crypto-collectibles-are-over/
18:39 ETH Trading Volume
https://twitter.com/RyanSAdams/status/1402240262911496192?s=20
20:10 DeFi Lending Protocols
https://twitter.com/tokenterminal/status/1401901076903776260?s=20
22:00 RELEASES
24:00 Uniswap V3 on Arbitrum
https://twitter.com/Uniswap/status/1400847744596598792?s=20
27:45 Graph Protocol on Arbitrum
https://twitter.com/arbitrum/status/1402023407609421830?s=20
28:11 Uniswap V3 Calculator
https://uniswapv3.flipsidecrypto.com/
34:33 Curve Volatility Algorithm
https://twitter.com/curvefinance/status/1402673150425509890?s=21
37:00 Polygon
Polygon Scan: https://twitter.com/0xPolygon/status/1402590551619162116
HopProtocol: https://twitter.com/HopProtocol/status/1397983455821041664
OKEx Withdrawals: https://twitter.com/OKEx/status/1402630589551890436
Matcha Aggregator: https://twitter.com/matchaxyz/status/1402645756834553864
42:45 NEWS
42:55 El Salvador
The Bill: https://twitter.com/nayibbukele/status/1402446890466217985?s=20
Thread: https://twitter.com/CaitlinLong_/status/1401334421773504517?s=20
Volcano Mining: https://twitter.com/jack/status/1402773957653241861?s=20
1:02:25 NFTs on Aave
https://metaversal.banklesshq.com/p/nfts-are-coming-to-aave
1:04:09 Bitcoin Ransomware Attacks
FBI Recovers: https://twitter.com/ericgeller/status/1401973177346109443?s=20
$11M Payment: https://www.coindesk.com/ransomware-jbs-holdings-meat-producer
1:07:25 Microstrategy BTC Bond
https://twitter.com/Blockworks_/status/1401881368355876868?s=20
1:13:22 Elizabeth Warren
https://twitter.com/senwarren/status/1402725005113364486?s=21
Knives Out: https://twitter.com/nic__carter/status/1402755502715645953?s=20
1:20:55 Quick News Takes
IRS: https://www.theblockcrypto.com/post/107590/irs-seeks-millions-in-fresh-funding-to-expand-crypto-tax-enforcement-and-hire-outside-experts
CFTC: https://www.theblockcrypto.com/linked/107769/cftc-commissioner-criticizes-defi-decries-lack-of-intermediaries
Consumer Inflation: https://www.usinflationcalculator.com/inflation/current-inflation-rates/
Amazon DeFi: https://twitter.com/CoinDesk/status/1402223350563344385?s=19
BlockFi Raise: https://twitter.com/fintechfrank/status/1402344595279822853?s=20
Ledger Raise: https://www.theblockcrypto.com/post/107775/ledger-380-million-series-c-raise-dan-tapiero-10t-fund
Solana Raise: https://www.theblockcrypto.com/post/107749/solana-labs-raises-314-million-funding-a16z-polychain-capital
Coinbase 401k: https://www.theblockcrypto.com/post/108034/coinbase-forusall-401k-advisor-crypto-retirement-accounts
1:24:30 TAKES
1:25:20 New Vision for Crypto
https://twitter.com/TheStalwart/status/1401842475564687361
1:27:30 Gen Z is Coming
https://twitter.com/ryansadams/status/1402462536419753985?s=21
1:29:25 Single-Sign On
https://twitter.com/BrantlyMillegan/status/1402388133086367751
1:31:14 BTC Physical, ETH Digital
1:34:09 Listener Question
1:36:25 What David’s Excited About
1:38:22 What Ryan’s Excited About
Panel: https://www.youtube.com/watch?v=9mUCFRu4fkk
1:40:50 MEME OF THE WEEK
https://www.reddit.com/r/ethtrader/comments/nvojaa/this_is_exactly_why_i_want_to_go_bankless/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In this special episode of Bankless, we bring on some of the best minds in the space to discuss where DeFi is and where we're headed.
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The Current State of DeFi
Panel: Vance Spencer, Santiago Santos, and Spencer Noon
It feels like we're living out a crucial moment in the story of Decentralized Finance. A variety of perspectives will collectively yield that we are at a tipping point, from a macro and micro standpoint. As we witness the emergence of a new technological ecosystem, the stakes and implications are ever increasing. Thus it only makes sense to bring on a panel of some of DeFi's smartest minds to hold a summit on where we are and where we're heading.
This panel comprised of Santiago Santos of Parafi Capital, Vance Spencer of Framework Ventures, and Spencer Noon of the Variant Fund. In broad terms, DeFi refers to open, blockchain-based finance. The root of this stack consists of primitive financial services – the money verbs like borrowing, lending, trading, escrow, etc. It involves programming smart contracts to execute logic that transfers value on the blockchain. Within these parameters, there is infinite expressivity and room to explore.
The internet of value has set itself up to be a game of optimizing capital efficiency through logic. The winners of this game will be the protocols, apps, individuals, and institutions that minimize counterparty risk while maximizing anti-fragility and resilience. The key here is finding ways to balance the values of consumer agency and protection with the power of capital efficiency. Maximalism and absolutes will be pushed to the margin as the realities of tradeoffs become increasingly apparent.
DeFi, despite its youth, has shown itself to be resilient and deeply anti-fragile. Good logic doesn't break. As it matures, the growth and depth of DeFi infrastructure will demonstrably contribute to its Lindy effect. The total addressable market (TAM) of this ecosystem difficult to quantify, as it is a non-zero game that currently encapsulates the entire global economy at present. Conversations like these should leave an informed viewer feeling optimistic, inspired, and determined to face the obstacles ahead with resolve and conviction.
Resources:
Vance on Twitter:
https://twitter.com/pythianism?s=20
Santiago on Twitter:
https://twitter.com/santiagoroel?s=20
Spencer on Twitter:
https://twitter.com/spencernoon?s=20
Topics Covered:
0:00 Intro
4:00 Santiago, Vance, and Spencer
5:40 What is DeFi?
12:01 Can't Be Evil
17:10 Total Addressable Market
20:39 DeFi Eating the World
24:50 Capitulating Institutions
31:26 Regulatory Winter
34:39 Stablecoins and Yield
44:36 El Salvador & Usability
49:30 Uniswap V3
57:51 Layer 2 Madness
1:05:21 Being About That Life
1:09:10 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In this week's State of the Nation, we bring on UpOnly co-host Brian Krogsgard (AKA LedgerStatus) to teach us about the charts. This is the official Bankless TA episode 📈
State of the Nation is live-streamed on the Youtube Channel – Tuesdays at 11am PT.
This week's episode is airing two hours early -- 9am PT / 12pm ET
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State of the Nation #49: The State of the Charts
Guest: LedgerStatus
Bankless is not a trading or market-specific podcast by any means, but the chaos we have observed in the markets over the past several months warrants discussion. So we brought on Brian Krogsgard (AKA Ledger Status) to help us understand the price action in the markets from a variety of perspectives. Brian is a host on the Ledger Status and UpOnly podcasts, and co-founder of the FlipMetrics data platform.
Brian introduces the concept of investing and trading as a pyramid -- at the bottom of the pyramid lies fundamentals and an overall investing thesis. As one moves up the pyramid, the time frames become increasingly shorter, and at the top are the pure psychological and analytical-based trades. Having sound plans throughout this pyramid is what makes for strong investing. Fundamentals, narratives, and tactics form a holistic approach which dictates how you should execute rotations and denominate wealth.
Ledger screens by fundamentals, and enters by technicals, while keeping the tactical side of things as simple as possible to avoid "analysis paralysis." The technical top of the pyramid is influenced by market psychology, and is inherently chaotic and more difficult to grasp. With a broad approach to playing this money game, Brian went down the DeFi rabbit hole throughout the course of 'DeFi Summer' in 2020. The object of this game is a quest to get more ETH. Although there are countless ways to view a chart, these 'horoscopes' can easily become self-fulfilling prophecies when it comes to aggregate market psychology.
Resources:
Ledger on Twitter:
https://twitter.com/ledgerstatus?s=20
Flip Metrics:
https://flipmetrics.com/
UpOnly:
https://uponly.tv/
Ledger Status Podcast:
https://ledgerstatus.com/
Topics Covered:
0:00 Intro
7:12 Brian Krogsgard aka Ledger
10:53 The DeFi/Miami Rabbit Hole
15:35 Trading, Narratives, and Fundamentals
22:25 The Work of Savvy Investing
27:41 The Approach
36:30 Diving into the Charts
39:40 The BTC Death Cross
42:15 Ledger's Favorite Charts
45:23 Moving Averages
51:43 Where do I wanna buy?
55:26 Decoupling, Dragging, & PR
1:03:59 Visualizing 2017 and Psychology
1:08:00 The Not So Happy Scenario
1:11:00 The Happier Scenario (For ETH)
1:15:00 ETH / DeFi Ratio
1:20:28 DeFi's and Tech Growth Stocks
1:25:55 Flip Metrics
1:28:27 So... Up or Down?
1:35:15 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Vance Spencer returns to Bankless to refresh his takes from his last appearance, 'The Bull Case For DeFi.' His predictions have held up exceptionally well, and listen in as he takes us through what Layer 2 means for the DeFi space.
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📣 KYBER | DeFi’s First Dynamic Market Maker Protocol
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Bankless Podcast #68 - DeFi Verticals
Guest: Vance Spencer
Framework's Vance Spencer returns to Bankless nine months after his first appearance, 'The Bull Case for DeFi.' A lot has happened in the space since then, but his perspective holds up as salient and sharp. He and investing partner Michael Anderson have built a venture fund that invests in people.
With a healthy mix of on-chain and venture investments, Framework has consistently led as a thesis-driven firm with a clear focus on DeFi. Primitives, aggregators, and apps comprise a diverse and thoughtful portfolio representing a successful past and bullish future. It is increasingly apparent that capital efficiency is the game that DeFi projects are playing to gobble up market share.
Vance brings a uniquely holistic approach to investing in the space, discussing the verticalization of DeFi and seeking projects that leverage the smart contract money legoes to optimize front ends. The space's growth depends on building out payment rails, optimizing MEV, and exploring the world of rollups as a massive upgrade to the DeFi Sandbox. Stay tuned for hot predictions towards the end – this is somebody to listen to.
Topics Covered:
0:00 Intro
6:00 Vance Spencer of Framework
9:15 Accelerating Innovation & TVL
12:25 Bullish Bear Market
15:00 Optimism, ETH, and BTC
20:11 Long-term Market Cycles
24:23 Speculation, Value, and Resilience
29:06 Narratives and Volatility
35:41 The DeFi Sandbox Today
42:14 What to Build Next
47:30 Institutional Aave
51:40 Enterprise Blockchain
56:03 Regulation
59:54 DeFi Layer 2 Summer
1:09:57 Derivatives & Games
1:13:30 Layer 2 Implications
1:19:40 Multi-Chain DeFi
1:23:44 Ultra-Sound Values
1:28:29 Eating the World
1:31:40 Information and DAOs
1:37:02 Be About That Life
1:42:00 Predictions
1:48:18 Framework Ventures
1:50:54 Closing & Disclaimers
Resources:
Vance on Twitter:
https://twitter.com/pythianism?s=20
The Bull Case for DeFi:
https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
4th Week of May, 2021
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🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 KYBER | Dynamic Market Maker for Liquidity & Exchange
https://bankless.cc/kyber
Topics Covered:
0:00 Intro
1:39 MARKETS
1:50 BTC Price. Death Cross?
https://rektcapital.substack.com/p/bitcoin-death-cross-coming-soon
6:55 ETH Price
Monthly: https://twitter.com/coinalyzetool/status/1399647743602212866?s=20
Exchanges: https://twitter.com/mskvsk/status/1400379607786962944?s=20
12:37 ETH / BTC Ratio
13:53 DeFi Action
DPI Inflows: https://twitter.com/AlphaLemonade/status/1399843969366827010?s=20
19:20 DEX Volume
https://twitter.com/DocumentEther/status/1399304548745842688?s=20
20:40 Uniswap
Volume Dominance: https://twitter.com/haydenzadams/status/1398757151850573830?s=20
V3 Competition: https://twitter.com/haydenzadams/status/1398757151850573830?s=20
24:25 Flippening Tracker
https://twitter.com/lars0x/status/1399734913218355201?s=20
28:15 RELEASES
29:30 Arbitrum Launch
https://offchain.medium.com/introducing-arbitrum-one-our-mainet-beta-ed0e9b63b435
34:17 Coinbase, Visa, Apple, Google
https://www.theblockcrypto.com/linked/106825/coinbase-links-its-visa-debit-card-with-apple-pay-google-pay
35:40 Gnosis & Erigon Client
https://twitter.com/gnosispm/status/1400092066483421186?s=21
36:45 Argent Uniswap Multicall
https://www.argent.xyz/blog/uniswap-multicall/
38:38 MakerDAO Multi-Chain
https://forum.makerdao.com/t/a-multichain-strategy-and-roadmap-for-maker/8380
41:10 NEWS
41:20 Uniswap Makes CCTV!
https://twitter.com/haydenzadams/status/1400137814923218944?s=21
42:50 Yuan on Ethereum?
https://www.coindesk.com/ex-head-of-chinas-digital-yuan-effort-says-cbdcs-could-operate-on-ethereum
45:40 Goldman Sachs Flippening?
https://markets.businessinsider.com/currencies/news/ether-high-chance-eclipsing-bitcoin-dominant-store-value-eth-btc-2021-5-1030464237
46:17 MATIC & Bitwise
https://twitter.com/BitwiseInvest/status/1399822479795838982?s=20
49:14 Virtual Land on Ethereum
https://metaversal.banklesshq.com/p/how-to-get-virtual-land-on-ethereum
52:25 Bitcoin Car
https://twitter.com/NBCSportsPR/status/1400109891952549889?s=20
55:07 Bitconnect Charged
https://www.sec.gov/news/press-release/2021-90
56:20 India Rolling Back Regulations
https://twitter.com/balajis/status/1399368671194091520?s=20
57:22 News Quick Bites
Beacon Chain: https://twitter.com/sassal0x/status/1399734788601171972?s=20
Circle Investment: https://cointelegraph.com/news/stablecoin-company-earns-record-level-investment-sum-for-a-crypto-outfit
Unicode ETH Character: https://twitter.com/drakefjustin/status/1397930556763955200
1:00:00 TAKES
1:02:00 Crypto Pays to be Online
https://twitter.com/cooopahtroopa/status/1398053971718152193?s=21
1:03:55 Long or Short Civilization
https://twitter.com/hamandcheese/status/1398370867344781323?s=20
1:07:30 Price Affects Security
https://twitter.com/drakefjustin/status/1400137477680209921?s=20
1:09:26 Price Equals Security
https://twitter.com/scott_lew_is/status/1400165219364708356?s=20
1:12:03 Decoupling over Eras
https://twitter.com/zhusu/status/1400334090323206144?s=20
1:14:30 What David’s Excited About
1:18:04 What Ryan’s Excited About
1:21:48 MEME OF THE WEEK
https://twitter.com/nanexcool/status/1398260516582211585?s=20
1:22:45 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Arbitrum is one of Ethereum's hottest L2 scaling solutions, and it has LAUNCHED
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State of the Nation #48: Arbitrum LAUNCH
Guests:
Co-Founder & CEO: Steven Goldfeder
CTO: Harry Kalodner
Steven Goldfeder is Co-founder and Chief Executive Officer at Offchain Labs. He holds a PhD from Princeton University, where he worked at the intersection of cryptography and cryptocurrencies. Harry Kalodner is Co-Founder and Chief Technology Officer at Offchain Labs, where he leads the engineering team. Before Offchain, he attended Princeton as a PhD candidate, where his research explored economics, anonymity, and incentive compatibility of cryptocurrencies.
Arbitrum released its Mainnet for Developers last Friday. This is an EVM-Compatible Layer 2 Optimistic Rollup, which allows for scaling Ethereum's app layer without sacrificing layer 1 Ethereum security & consensus. This is a massive step forward for the blockchain space and a culmination of years of technical research and testing. This is a milestone in effectively scaling blockchains, while maintaining core cypherpunk values.
There are tremendous opportunities and possibilities in this new digital real estate. This hub of optimized blockspace keeps the economic security guarantees of Ethereum and poses to greatly improve the DeFi user experience. To scale to a billion users, projects like Arbitrum need to earn legitimacy and demonstrate efficacy as the Ethereum ecosystem continues to mature. In the immediate term, the next few months will be exciting to watch - will we see a DeFi Layer 2 Summer?
Resources:
Arbitrum:
https://arbitrum.io/
Arbitrum Twitter:
https://twitter.com/arbitrum?s=20
Arbitrum Discord:
http://discord.gg/5KE54JwyTs
Topics Covered:
0:00 Buffer
0:30 Intro
9:48 Arbitrum's Steven and Harry
13:00 Shipping A Layer 2 Product
17:51 A Fair Launch, Equal Opportunity
21:36 Migrating dApps to Layer 2
25:43 A Flourishing Ecosystem
29:17 Bridging the User Experience
33:16 Different than a Sidechain
36:50 Layer 2 ETH Fees
41:10 Resources & Scaling
47:03 Delay Period for Exiting
54:11 Complexity of Rollups
58:30 A Digital Nation-State
1:06:23 Ether is the Reserve Currency
1:11:23 Layer 2 DeFi Summer
1:16:30 Chainlink and Arbitrum
1:20:54 Squeezing the MEV Balloon
1:25:28 Predictions, DeFi Summer
1:30:50 Final Thoughts
1:36:38 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Eric Wall is a prominent thinker and contrarian in the crypto space. He has an independent mind and is unafraid to bust through groupthink and act as an ideological razor for the crypto community.
In this episode, Eric dives deeply into a variety of profound takes on Bitcoin, Ethereum, and his approach to the community.
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Bankless Podcast #66: The Altcoin Slayer
Guest: Eric Wall
Eric Wall is CIO of Arcane Assets, and a well-known (and often infamous) writer and thinker in the crypto space. He has engaged in arguments with camps and tribes throughout the space, remaining unapologetically independent and committed to his values. Though a Bitcoiner at heart, Eric has come around on Ethereum as the ecosystem has matured.
In this episode, we dive into values and the ethos of crypto that Eric fights for. As a principled believer in trustless systems and decentralization, Eric walks through many of the big-picture obstacles and accomplishments of the crypto space. Viewing this landscape with a digital biologist's lens, we address these projects as digital organisms, following many of the same laws we see in nature. Wherever organisms exist, Darwin is nearby.
Eric brings a refreshing and unfiltered set of takes to the Bankless Podcast, reminiscent of other independent thinkers we've had on like Hasu. Regardless of your opinions on Eric, he represents an important part of the blockchain conversation. He serves as an ideological razor, giving no one the benefit of the doubt and prioritizing accountability and earned legitimacy.
Topics Covered:
0:00 Intro
4:45 Eric Wall, the Altcoin Slayer
7:45 The Term “Trustless”
16:58 Eric’s Approach to Crypto
22:50 Networks are Organisms
31:50 Survival of the Fittest
41:50 Bitcoin vs Layer 2
59:15 Tribes vs Facts
1:06:30 Eric’s ETH Journey
1:21:43 Thoughts on Proof of Stake
1:31:14 Is ETH Money?
1:40:58 What ETH Gets Wrong
1:53:55 Navigating the Frontier
2:01:00 Closing & Disclaimers
Resources:
Eric on Twitter
https://twitter.com/ercwl?s=20
Proof of Stake is Less Wasteful
https://ercwl.medium.com/proof-of-stake-is-less-wasteful-b2854a191766#:~:text=Image%20of%20a%20diesel%20generator,ever%20had%20on%20the%20platform.
ETH is Irreplaceable
https://newsletter.banklesshq.com/p/eth-is-irreplaceable
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Every week(ish), David and Anthony do a Friday Weekly Livestream to chat about the week in Ethereum, the markets, and whats coming in the short term future.
Enjoy this unscripted conversation!
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http://bankless.cc/uniswap
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
3rd Week of May, 2021
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Topics Covered:
0:00 Intro
0:45 MARKETS
1:20 BTC Price
2:13 ETH Price
7:13 ETH/BTC
8:38 ETH Volumes Big
https://twitter.com/RyanWatkins_/status/1397385373580398594?s=20
10:18 DeFi Action
https://defipulse.com/
https://messari.io/asset/defipulse-index
https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP
12:39 The System Didn’t Break
https://twitter.com/raoulgmi/status/1397172575810228225?s=21
16:15 Big Week for DeFi
https://twitter.com/jack_clancy93/status/1395399566644682757?s=20
17:18 Tornado Flippen Zcash?
https://twitter.com/ameensol/status/1395534483202269187?s=19
21:52 YFI Price Earnings
https://twitter.com/bantg/status/1396457032996245505?s=20
24:05 Stablecoin Settlements Big
https://twitter.com/dmihal/status/1397124171050668033?s=20
26:00 RELEASES
28:00 Arbitrum Launching
https://www.coindesk.com/ethereum-scaler-arbitrum-is-launching-friday-with-developer-support-from-alchemy
31:10 Uniswap on Arbitrum
https://twitter.com/haydenzadams/status/1397675094001045508?s=21
32:42 Optimistic Etherscan
https://optimismpbc.medium.com/integrating-etherscan-24a3811a765c
34:45 ETH’s Value on L2
https://twitter.com/hiljis/status/1397697744370900994?s=21
42:15 Polygon SDK
https://twitter.com/0xPolygon/status/1397558139256377345
44:38 Gitcoin DAO
https://shows.banklesshq.com/p/-sotn-47-gitcoin-dao-and-gtc-token
46:11 Coinbase Institutional
https://blog.coinbase.com/coinbase-institutional-is-proud-to-announce-the-unveiling-of-our-new-prime-offering-9790e068f0a9
47:20 NEWS
47:30 Carl Icahn: ETH is Money
https://www.zerohedge.com/crypto/crypto-here-stay-carl-icahn-may-take-relatively-big-stake-digital-currency-space-prefers-eth
50:44 Ray Dalio Prefers BTC to Bonds
https://www.bloomberg.com/news/articles/2021-05-24/bridgewater-s-ray-dalio-says-he-prefers-bitcoin-to-bonds
53:19 “China Bans Bitcoin”
https://www.cnbc.com/2021/05/26/major-china-bitcoin-mining-hub-lays-out-harsher-crackdown-measures.html
57:44 Cuban Tracker: Polygon
https://www.coindesk.com/mark-cuban-invests-in-ethereum-layer-2-polygon
59:51 Gamestop NFT
https://nft.gamestop.com/
1:02:24 Bitcoin, Michael Taylor, and Elon
https://twitter.com/michael_saylor/status/1396915801492439044?s=20
Take: https://twitter.com/nanexcool/status/1397000162459930624?s=20
1:07:15 Businesses Must Report
https://www.coindesk.com/us-treasury-calls-for-businesses-to-report-crypto-transfers-of-10k-to-the-irs
1:10:14 FED Digital Currency
https://twitter.com/CNBCnow/status/1395440279004618760?s=20
1:12:08 Coinbase 🤝 Goldman
https://www.theblockcrypto.com/linked/105853/coinbase-former-goldman-sachs-faryar-shirzad-chief-policy-officer
1:13:35 Quick Bites
PayPal: https://www.coindesk.com/paypal-will-let-customers-withdraw-crypto-exec-says
Apple? https://www.coindesk.com/apple-is-looking-for-crypto-experience-in-alternative-payments-job-post?amp=1&__twitter_impression=true&s=09
1confirmation: https://www.coindesk.com/crypto-vc-1confirmation-raises-125m-for-third-fund
COIN: https://www.cnbc.com/2021/05/24/coinbase-stock-initiation-goldman-sachs.html
1:16:00 TAKES
1:17:00 Anti-Crypto Bag Bias
https://twitter.com/cburniske/status/1395457904027869184?s=21
1:23:25 Volatility is not Unhealthy
https://twitter.com/MichaelIppo/status/1395452094556086285?s=20
1:24:00 DeFi Protocols are Michael Saylor
https://twitter.com/RyanSAdams/status/1397161855387308032?s=20
1:27:50 Money Game Landscape
https://newsletter.banklesshq.com/p/ethereum-the-money-game-landscape
1:29:40 The Cycle
https://twitter.com/tbr90/status/1397185395603935232?s=21
1:32:23 Rethink Work
https://twitter.com/nateliason/status/1397719837204418561?s=20
1:33:52 There be Monsters
https://twitter.com/udiWertheimer/status/1397738091452981248?s=20
1:35:40 What David’s Excited About
1:38:00 What Ryan’s Excited About
1:41:45 MEME OF THE WEEK
https://twitter.com/EthereumMemes/status/1397268903198400517/photo/1
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Liquity is a new governance-minimized stablecoin on Ethereum!
Liquidity offers some competitive advantages over other decentralized stablecoins
- Low collateral requirements. Only 110% collateral is required vs MakerDAOs 150%
- Governance minimization. Liquity is attempting to be a protocol, not a platform. Thus, it is trying to minimize human discretion!
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Resources:
Liquity
https://www.liquity.org/
Robert Lauko on Twitter
https://twitter.com/robert_lauko?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Gitcoin is turning itself into Gitcoin DAO, governed by the community and GTC holders!
Come learn all about Gitcoin DAO, GTC distribution, and the responsibilities of the governors!
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State of the Nation #47: Gitcoin DAO & $GTC token
Guest: Kevin Owocki
In this week's State of the Nation, we bring on Kevin Owocki to discuss the decentralization and DAO-ization of public goods funding platform Gitcoin, and the launch of their $GTC token. Kevin is the former benevolent dictator (CEO) of Gitcoin and a General in the war against Moloch (human coordination failure).
The purpose of Gitcoin is to provide a platform for open-source software developers to acquire funding for their projects. Kevin mentions that open-source creates $500B in economic value yearly. In the crypto space, and on the internet at large, open-source development means that something is free to use, fork, or build on. This accessibility has been a driving force behind web development, and Gitcoin's mission is to create a business model for open-source software developers. Gitcoin has raised around $20M since its initial launch in November 2017.
Gitcoin DAO is seeking to meme itself into the Quadratic Lands, where public goods are well-funded and digital democracy reigns. As Gitcoin has grown, it has come to the point in which a DAO is more well-served for Gitcoin's goals of activism and open-source development. Anti-fragility and distributing points-of-failure are key benefits of transitioning into a DAO. The alignment of incentives between the individual and society is crucial for optimizing capital efficiency and organically generating a better society.
GTC = Grow The Community
Resources:
Coordination Failures
https://newsletter.banklesshq.com/p/know-thy-enemy-coordination-failures
Claim GTC
https://newsletter.banklesshq.com/p/-alpha-alert-claim-gitcoin-token
Gitcoin
https://gitcoin.co/
Quadratic Lands
https://gitcoin.co/quadraticlands/
Kevin on Twitter
https://twitter.com/owocki?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Phil Daian is a researcher and software engineer and is leading the charge into mapping MEV with the Flashbots Project. Georgios Konstantopoulos and Charlie Noyes are both partners at Paradigm.
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🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-cryptos-existential
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https://bankless.cc/aave
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http://bankless.cc/uniswap
Bankless Podcast #66: MEV Panel
Guests: Charlie Noyes, Phil Daian, & Georgios Konstantopolous
In this State of the Nation, we bring on big-brain experts behind projects like Paradigm and Flashbots to explain the complex but critical topic of MEV - commonly known as Miner Extractable Value, but as discussed in this episode, Maximum Extractable Value is a more appropriate descriptor. MEV is arguably the single most important unsolved problem in the crypto space.
In the context of incentives and network security, MEV generally refers to the ability of miners & validators to take advantage of their position as securers of the network. Blocks are verified by single entities, and these block producers have tremendous power when they are the ones adding a particular block to the blockchain. We refer to this instance as ‘God-Mode,’ in which a node has the power to assemble & order transactions at will. The threat here is the potential gaps between what is best for the network and what is best for the node.
As an internal and unbounded threat to blockchains, solving the problems that MEV presents is critical to maintaining proper consensus and ensuring decentralization and permissionless access. We take a deep dive into potential solutions, and the impact of EIP-1559 and Proof-of-Stake on MEV. Dive in to learn why despite the challenges ahead, Charlie says:
“In the absence of certainty, I’m willing to take the optimistic perspective.”
Resources:
Phil on Twitter
https://twitter.com/phildaian?s=20
Georgios on Twitter
https://twitter.com/gakonst?s=20
Charlie on Twitter
https://twitter.com/_charlienoyes?s=20
Exploring Ethereum’s Dark Forest with Dan Robinson
https://youtu.be/MtpRDqrCfbc
Investing in DeFi Paradigms with Charlie Noyes
https://youtu.be/dQOhbb5HmLA
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show. Rug Week.
3rd Week of May, 2021
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BANKLESS SPONSOR TOOLS:
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https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
http://bankless.cc/consensus2021
Topics Covered:
0:00 Intro
4:08 MARKETS
4:18 BTC Price
5:25 ETH Price
6:50 ETH/BTC
8:05 Going a Full Cycle
12:00 What Caused the Dip?
https://twitter.com/BTCization/status/1395053801061634049?s=20
18:40 The Rektoning
https://twitter.com/dytfin/status/1395007097461477379?s=21
20:30 Now vs 2013
https://twitter.com/raoulgmi/status/1395150660660862987?s=21
22:20 Exchange Outages
https://www.theblockcrypto.com/linked/105366/exchanges-outages-market-volatility-eth
22:57 DeFi Action
24:26 Greed & Fear Index
https://alternative.me/crypto/fear-and-greed-index/
27:00 EIP-1559 Bullish
https://twitter.com/hasufl/status/1395006497164308480?s=20
29:07 RELEASES
30:30 Uniswap V3 Success
https://imgur.com/H53upPS
33:50 Slingshot Launch
https://app.slingshot.finance/trade/m/MATIC/USDC
35:14 Coinbase Wallet Extension
https://twitter.com/coinbase/status/1394369329408454668?s=20
37:05 Miso
https://miso.sushi.com/
41:40 NEWS
41:55 Erratic Elon Musk
https://twitter.com/elonmusk/status/1393995872413888518?s=20
https://twitter.com/elonmusk/status/1395352073550532613?s=20
48:07 The Rise of Polygon
https://twitter.com/SushiSwap/status/1393215036076658688?s=20
https://www.delphidigital.io/reports/polygon-the-swiss-army-knife-of-scaling-solutions/
https://twitter.com/0xPolygon/status/1395047808860708870?s=20
57:48 Sleuthing Mark Cuban
https://twitter.com/0xBay/status/1393987720649662464?s=20
58:38 Cathie Wood & ETH
https://twitter.com/RyanSAdams/status/1394761387302432769?s=20
59:50 Ebay NFT Sales
https://www.theblockcrypto.com/linked/104508/ebay-offering-nft-sales
1:00:18 BlockFi BTC Oops
https://www.coindesk.com/blockfi-botches-promo-outsized-bitcoin-reward-payments
1:02:15 China Crypto Stance
https://www.theblockcrypto.com/linked/105190/china-self-regulatory-organizations-crypto
1:03:25 Bank of America on Ethereum
https://blockworks.co/bank-of-america-leans-into-blockchain-to-speed-settlements/?oly_enc_id=9918E2523689A0T
1:04:05 Wells Fargo & Crypto?
https://cointelegraph.com/news/wells-fargo-investment-institute-to-onboard-crypto-clients-by-next-month
1:04:22 BSC Instability
https://twitter.com/ProofOfBags/status/1395235478216060935?s=20
1:06:40 News Quick Bites
https://www.microstrategy.com/en/investor-relations/financial-documents/microstrategy-acquires-additional-10m-in-bitcoin-at-average-price-of-43-663_05-18-2021
https://thedefiant.io/yearn-finance-seizes-dip-and-buys-back-1-47m-of-yfi-token/
https://twitter.com/ProofOfBags/status/1395235478216060935?s=20
https://twitter.com/argentHQ/status/1394584739160469504?s=20
https://blog.deversifi.com/deversifi-closes-oversubscribed-round-lead-by-parafi
https://www.coindesk.com/defi-dashboard-zapper-raises-15m-to-build-on-platform-app-store
1:09:40 TAKES
1:11:00 DeFi Summer Round 2
https://twitter.com/rewkang/status/1394788692749922304?s=21
1:15:48 Dave Portnoy & Meme Coins
https://twitter.com/stoolpresidente/status/1394379356487757834?s=20
https://twitter.com/RyanSAdams/status/1394402282658308100?s=20
1:18:48 Volatility Scares Institutions
https://www.bloomberg.com/news/articles/2021-05-17/elon-musk-is-now-blowing-up-the-wall-street-case-for-bitcoin
1:20:05 What David’s Excited About
1:21:17 What Ryan’s Excited About
1:23:10 MEME of the Week
https://twitter.com/NeerajKA/status/1395344179371421697?s=20
https://twitter.com/DocumentEther/status/1394982948085116932?s=20
1:24:15 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Mark Yusko has been at the forefront of institutional investing throughout his career, in both the legacy and crypto. He is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management.
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Bankless Podcast #65 - Crypto, Legacy, and Value
Guest: Mark Yusko
Mark W. Yusko is a seasoned investor in both traditional and crypto finance, and is the managing partner of Morgan Creek Capital. Notably, he is also an avid fan of Pokemon Go. In this episode, Mark provides a deep and logical basis for a sound decision matrix in the world of investing. He emphasizes broad narrative context, addressing themes reminiscent of our episode with historian Joshua Rosenthal on 'The Crypto Renaissance.'
Mark explores the speculative frenzy in the markets and how it is indicative of a fiat-based financial system that has run its course. Continuous printing has gameified the economy, and crony capitalism has created an environment where you are either in or you're out. If you're in, then you're an incumbent who is incentivized to maintain the status quo. The centralization of power makes progress hard and proper equity even harder.
As a long-term investor who prioritizes values & principles, Mark discusses money as a shared illusion, and notes that value is relative. He presents salient takes on crypto's role in the broad shifts driven by the inevitable failing of incumbent institutions. His worldview feels compatible with the Bankless narrative, and towards the end of the episode, we discuss how Ethereum fits into all of this.
Resources:
Mark on Twitter:
https://twitter.com/MarkYusko?s=20
Morgan Creek Capital:
https://www.morgancreekcap.com/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show. Rug Week.
2nd Week of May, 2021
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📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
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Topics Covered:
0:00 Intro
3:18 MARKETS
3:30 BTC Price
5:13 ETH Price
9:02 ETH/BTC Ratio
https://ratiogang.com/
12:17 DeFi Action
15:45 Garbage Szn
https://twitter.com/lawmaster/status/1391979415547035650?s=20
20:00 ETH Market Cap
https://twitter.com/documentether/status/1392355955816353793?s=21
21:00 ETH Fees
https://twitter.com/LucasOutumuro/status/1392152205323603970?s=20
22:11 Justin Drake Analysis
https://twitter.com/drakefjustin/status/1391998216044953601?s=20
https://docs.google.com/spreadsheets/d/1U9cGxGY3_t7m4MEIpjKWtRcA2zRajywaxMCZYqbF9eI/edit#gid=0
29:30 RELEASES
30:40 Dfinity Internet Computer
https://www.theblockcrypto.com/linked/104146/dfinity-launches-internet-computer
35:45 Balancer V2
https://medium.com/balancer-protocol/the-most-flexible-and-efficient-amm-is-live-meet-balancer-v2-2451a22779b3
37:48 Arbitrum Mainnet for Devs
https://twitter.com/arbitrum/status/1392568807995097089
40:37 BTCx2 FLI Index Coop
https://medium.com/indexcoop/introducing-the-btc-2x-flexible-leverage-index-38688749b1ab
43:10 NEWS
43:30 Elon Rug Pull
https://twitter.com/elonmusk
45:56 Vitalik Rugs for Charity
https://twitter.com/hudsonjameson/status/1392554160952905728?s=21
50:50 Vitalik: UNI should be Oracle Token
https://twitter.com/BanklessHQ/status/1392313805955162113?s=20
55:40 VanEck files for ETH ETF
https://twitter.com/EricBalchunas/status/1390738518536769543?s=20
56:20 $1B in Volume
https://twitter.com/ukolodny/status/1390601561173381125
https://twitter.com/kwenta_io/status/1390038926006624257
57:16 Sushi swipes UNI url
https://twitter.com/TheBlock__/status/1391950806857965574?s=20
58:50 Yearn drops WOOFY
https://cointelegraph.com/news/yearn-finance-surges-45-as-it-joins-dog-pack-with-woofy
1:03:04 CryptoPunks Christie’s Auction
https://decrypt.co/70609/cryptopunks-christies-sale
1:06:03 Taproot Activation
https://www.coindesk.com/bitcoin-taproot-activation-begun-miners-3-months-onboard
1:08:39 GBTC 20% discount
https://www.theblockcrypto.com/linked/104801/gbtc-record-low-over-20-discount
1:10:08 Tom Brady Laser Eyes
https://twitter.com/TomBrady?s=20
1:10:30 Binance IRS & DOJ
https://www.theblockcrypto.com/linked/104836/binance-crypto-irs-us-government-investigation-report
1:16:20 TAKES
1:18:20 Everyone gets a private key!
https://twitter.com/BrantlyMillegan/status/1389270115884097536
1:22:37 No fees, no validators
https://twitter.com/wongisrite/status/1391924914567876609?s=20
1:27:27 Ethereum Distributing Wealth
https://twitter.com/santiagoroel/status/1392325085407563784?s=21
1:31:50 Fed’s Playing with Fire
https://www.wsj.com/articles/the-fed-is-playing-with-fire-11620684980
1:33:48 Ultra Sound Community
https://twitter.com/ultrasoundmoney/status/1391746346076540932?s=20
1:35:28 MEME of the Week
https://www.reddit.com/r/ethtrader/comments/nb7tgh/its_done_boiz/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Su Zhu and Kyle Davies are legendary crypto investors & founders of crypto hedge fund Three Arrows Capital. They join the State of the Nation to discuss the bullish case for ETH.
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State of the Nation #46: The ETH Trade
Guests: Su Zhu & Kyle Davies
Su Zhu & Kyle Davies are renowned investors in the crypto space, and in this episode of State of the Nation, the Three Arrows Capital co-founders come on Bankless to discuss ETH as an investment, and more broadly, Ethereum as an ecosystem. They describe themselves as 'on-chain' maximalists, and we dive into how Ethereum boasts impressive on-chain metrics and its strong, fundamental narrative.
Big money likes productive assets, and ETH is proving itself to be highly productive as a capital asset. We discuss the flippening of Ether & Bitcoin, and the opportunity for it in this cycle. Su & Kyle make it clear that institutions are coming around on Ethereum, and the scope of the ecosystem is such that any EVM-compatible (composable with the Ethereum Virtual Machine) is in turn bullish for ETH.
Ethereum has painted six weekly green candles in a row and is indisputably red-hot at the time of this recording. Despite the bullish narrative, it remains difficult to properly measure the magnitude of this move. The inevitable unknowns do not frighten Three Arrows Capital, who explore denominating net worth in Ether. All in all, they leave us with some of the most bullish projections we have ever seen on the Bankless podcast.
Resources:
ZhuSu on Twitter:
https://twitter.com/zhusu?s=20
Kyle Davies:
https://twitter.com/kyled116?s=20
Three Arrows Capital:
https://www.threearrowscap.com/
This Week on Bankless:
⚒️ TACTIC TUESDAY | RAI Arbitrage Opportunities
https://newsletter.banklesshq.com/p/how-to-make-money-from-rai-arbitrage
📈 MARKET MONDAY | The ETH Trade
https://newsletter.banklesshq.com/p/the-eth-trade-market-monday
🎙️ PODCAST | Legitimacy with Vitalik Buterin (5/10)
https://shows.banklesshq.com/p/-legitimacy-vitalik-buterin
🧢 WEEKLY RECAP | Bankless DAO is Born (5/8)
https://newsletter.banklesshq.com/p/bankless-dao-is-born-weekly-recap
🗞️ WEEKLY ROLLUP | Uniswap V3, Bankless DAO (5/7)
https://shows.banklesshq.com/p/-rollup-uniswap-v3-btc-in-bank-accounts
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Vitalik is back on Bankless to discuss his recent blog post: The Most Important Scarce Resource is Legitimacy.
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🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-legitimacy-with
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS
https://bankless.cc/kwenta
📣 UPSHOT | Become an NFT Appraiser!
https://bankless.cc/upshot
Bankless Podcast #64 - Legitimacy
Guest: Vitalik Buterin
Ethereum co-founder Vitalik returns to Bankless – "the greatest Ethereum podcast" – for a deep dive into one of his recent blog posts, titled "The Most Important Scarce Resource is Legitimacy." The catalyzing example for Vitalik's discussion of legitimacy comes from Bitcoin and Ethereum, who both have the power to mobilize a tremendous amount of capital but are restricted in how this capital is used. Vitalik posits that legitimacy is the deep and powerful social force behind this.
Legitimacy is a social phenomenon that describes things that are broadly and generally accepted in a coordination system. Without ascribing moral values, legitimacy can be seen as social reality - the status quo. Legitimate things include the de facto norms and collective expectations of groups, whether you like it or not.
According to Vitalik, there are a number of ways to achieve legitimacy: brute force, continuity (inertia), fairness, process, performance, and participation – these are not mutually exclusive. Cryptocurrencies and blockchain ecosystems 'earn' legitimacy by community acceptance and adoption, but the continued legitimacy of these things is dependent on maintaining that which made it legitimate in the first place: promises and proofs of decentralization & security.
Vitalik turns this discussion towards funding public goods. Ethereum can't summon capital for public goods without sacrificing the decentralization and soundness that give it legitimacy. However, these expectations are not carried as strongly in the app layer. This gives the ecosystem flexibility to coordinate and provide for the health of the network beyond base layer security & decentralization. Legitimacy determines our best practices for interacting with the world – understanding and wielding the power of this concept is necessary to maximize the benefits we bring to it.
Resources:
The Most Important Scarce Resource is Legitimacy:
https://vitalik.ca/general/2021/03/23/legitimacy.html
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20
Vitalik's Blog:
https://vitalik.ca/
Vitalik's Bankless Appearances:
https://youtube.com/playlist?list=PLmkdAgtxf3agqnA5IieA7OkKBjlhx9mn-
This Week on Bankless:
🧢 WEEKLY RECAP | Bankless DAO is Born (4/24)
https://newsletter.banklesshq.com/p/ethereum-bonds-weekly-recap
🗞️ WEEKLY ROLLUP | Uniswap V3, Bankless DAO (5/7)
https://shows.banklesshq.com/p/-rollup-uniswap-v3-btc-in-bank-accounts
🧠 THOUGHT THURSDAY | Crypto Pawn Shops (5/6)
https://newsletter.banklesshq.com/p/the-evolution-from-crypto-pawn-shops
✏️ WRITER WEDNESDAY | The Never Sell Plan (5/5)
https://newsletter.banklesshq.com/p/the-never-sell-plan
🏴☠️ STATE OF THE NATION | Chainlink 2.0 God (5/4)
https://shows.banklesshq.com/p/-sotn-45-chainlink-20-with-chainlink
🛠 IT’S TIME FOR BANKLESS DAO(5/4)
https://newsletter.banklesshq.com/p/its-time-for-bankless-dao
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
1st Week of May, 2021
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS
https://bankless.cc/kwenta
📣 UPSHOT | Become an NFT Appraiser!
https://bankless.cc/upshot
Topics Covered:
0:00 Intro
2:15 MARKETS
2:25 BTC Price
2:50 ETH Price
4:55 The Treasury Reserve Asset
https://twitter.com/investindigital/status/1388164681228029952?s=21
10:40 DeFi Action
12:20 Stablecoin Supply
https://www.theblockcrypto.com/data/decentralized-finance/stablecoins/total-stablecoin-supply-daily
https://www.theblockcrypto.com/linked/103901/tether-usdt-stablecoin-on-chain-volume-1-trillion-first-time
14:30 DOGE. Much Price.
https://www.coingecko.com/en/coins/dogecoin
17:23 RELEASES
19:00 Uniswap V3 Mainnet Launch
https://twitter.com/Uniswap/status/1390012757970411520?s=20
23:37 UNI V3 Demo
https://app.uniswap.org/#/swap
28:15 V2 vs V3
https://imgur.com/a/FOVFRW4
33:30 Meebits - Larva Labs
https://www.larvalabs.com/blog/2021-5-3-1-1/introducing-the-meebits
36:55 OKEx L2 Deposit & Withdraw
https://www.okex.com/support/hc/en-us/articles/360060706511-OKEx-to-support-direct-deposits-and-withdrawals-onto-Ethereum-scaling-solution-Arbitrum
38:20 zkDAI
https://medium.com/aztec-protocol/introducing-zkdai-into-the-aztec-private-rollup-203bd1b5164c
39:41 Bankless DAO!
https://www.bankless.community/
49:10 NEWS
49:30 Polygon Making Moves
https://www.coindesk.com/polygon-launches-100m-fund-to-support-defi-adoption
50:53 Vitalik the Billionaire
https://www.forbes.com/sites/ninabambysheva/2021/05/03/ethereums-27-year-old-co-creator-is-now-the-worlds-youngest-crypto-billionaire/?sh=107e47c07c94
51:55 MakerDAO Returns Dev Fund
https://twitter.com/MakerDAO/status/1389211791721254913?s=20
53:09 DeFi More Disruptive than BTC
https://www.coindesk.com/defi-more-disruptive-to-banks-than-bitcoin-says-ing
54:50 Bankless DAO to Donate 100k to Charity
https://twitter.com/banklessDAO/status/1390348781158166528?s=20
57:39 CNBC - ETH to $10K
https://twitter.com/CNBC/status/1389626877795520514
58:30 BTC in Bank Accounts
https://cointelegraph.com/news/us-banks-to-allow-bitcoin-trading-in-2021-says-nydig-execs
1:00:47 Gary Vee - VeeFriends
https://www.veefriends.com/
1:03:19 Coinbase, Sotheby’s, & Banksy
https://twitter.com/CoinbaseNews/status/1389556297629057024
1:03:47 Upshot 7.5M Raise & Beta Access
https://twitter.com/UpshotHQ/status/1390289645259395074?s=20
1:06:00 CryptoPunks 1B Market Cap
https://twitter.com/VonMises14/status/1387501834017857537?s=20
1:07:04 Institutions Adopting
https://twitter.com/TheBlock__/status/1389970347609534464
https://www.thestreet.com/investing/s-p-dow-jones-launches-bitcoin-ethereum-indices-amid-crypto-surge
https://www.theblockcrypto.com/post/103617/paypal-has-held-exploratory-talks-about-launching-a-stablecoin-sources
https://www.newswire.ca/news-releases/galaxy-digital-to-acquire-bitgo-to-form-pre-eminent-global-provider-of-digital-asset-financial-services-for-institutions-834031710.html
1:09:07 Elon on SNL - The Dogefather
https://www.coindesk.com/elon-musk-dogecoin-snl
1:10:45 a16z 1B Crypto Fund
https://www.theblockcrypto.com/linked/103470/a16z-third-crypto-fund-1-billion
1:11:12 Hal Finney would be 65 Today
https://www.reddit.com/r/Bitcoin/comments/n4uk78/today_is_hal_finneys_65th_birthday_rip_to_the/
1:12:00 TAKES
1:13:00 Ethereum is Green
https://our.status.im/ethereum-is-green/
1:16:45 Charlie Munger: Peak Cope
https://www.coindesk.com/bitcoins-success-is-disgusting-berkshires-charlie-munger
1:18:58 At $3, ETH was a Joke
https://twitter.com/evabeylin/status/1389039259504447488?s=20
1:19:30 Get a Job
https://twitter.com/crypto_bobby/status/1390100698344443907?s=20
1:22:37 What David’s Excited About
1:24:36 What Ryan’s Excited About
1:25:35 MEME of the Week
https://twitter.com/cburniske/status/1389384758929641484?s=20
1:26:40 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Gary Vaynerchuk (aka GaryVee), serial entrepreneur and Chairman of VaynerX, today released his first NFT collection called VeeFriends.
VeeFriends:
https://www.veefriends.com/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS
https://bankless.cc/kwenta
📣 UPSHOT | Become an NFT Appraiser!
https://bankless.cc/upshot
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
This is the first piece of Bankless content focusing on Chainlink. Who better to tell us about the decentralized oracle solution than ChainLinkGod himself?
State of the Nation is live-streamed on Tuesdays at 11am PT.
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS
https://bankless.cc/kwenta
📣 UPSHOT | Become an NFT Appraiser!
https://bankless.cc/upshot
Resources:
ChainLinkGod on Twitter:
https://twitter.com/ChainLinkGod?s=20
Chainlink 2.0 Announcement:
https://blog.chain.link/chainlink-2-0-lays-foundation-for-adoption-of-hybrid-smart-contracts/
This Week on Bankless:
💪 Bankless DAO (5/4): https://newsletter.banklesshq.com/p/its-time-for-bankless-dao
📈 Market Monday (5/3): https://newsletter.banklesshq.com/p/the-flippening-market-monday
🎙️ The Crypto Renaissance (5/3): https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal
🧢 Weekly Recap (5/1): https://newsletter.banklesshq.com/p/ethereum-bonds-weekly-recap
🗞️ Weekly Rollup (4/30): https://shows.banklesshq.com/p/-rollup-eth-all-time-high-eminem
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Josh Rosenthal is a former historian and is now a partner at 6ixth Event Cataclysmic Capital. In today's episode, we take a wide lens and examine the similarities between the European Renaissance and what is happening in today's society with both the internet and blockchain technology.
Will future historians call this the Crypto Renaissance?
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
Bankless Podcast #63 - The Crypto Renaissance
Guest: Josh Rosenthal
Josh Rosenthal holds a Ph.D. in Late Medieval / Early Modern European History, and received a Fulbright Scholarship to the Sorbonne’s Institute for Advanced Studies, think tank mixing culture, history, and technology. Josh is no longer a practicing historian and is instead a partner at ‘6ixth Event Cataclysmic Capital’, which supports early-stage founders targeting cataclysmic impact.
Here on Bankless, we do not necessarily view history as repetitive, but certainly as cyclical. If you're haven't already, check out Strauss & Howe's book 'The Fourth Turning' for a sober and salient account of what modern historiography is missing when it comes to interpreting societal ebbs and flows. Historical patterns are difficult to objectively pin down and create uniform laws that apply across the life cycle of a civilization. However, there are key concepts that are sticky and are often found in pivotal moments in history.
In this episode with Josh, we explore the sticky concepts of value and information.What does it mean for society when there are massive infrastructural changes to these things? The progress of civilization, on a macro scale, inevitably boils down to how we view, understand, create, and distribute communication and commerce. The European Renaissance, beginning in the 15th Century, is a fascinating example of a society undergoing fundamental changes in its relationship with value and information.
Two pieces of technology, the Printing Press and Double-Entry Bookkeeping, laid the foundation for a massive societal revolution that launched Europe into modernity. The late Middle Ages were increasingly hierarchical, in which value & information were held by an oligarchic feudal system. The Printing Press was a communication technology that decentralized access to information, such that Martin Luther was able to use it to spark the Protestant Reformation. Double-Entry Bookkeeping was an ancient practice rediscovered in Italy in around 1300, and this financial technology catapulted the Medici family into a flourishing age of art, culture, and redistribution.
The pendulum of history, according to Josh, swings between aggregation and distribution. Are we experiencing a pendulum swing now? Is the Internet the Printing Press of the information age? Will Blockchain Technology be the revolutionary piece of fintech that Double-Entry Bookkeeping was? Are we at the start of the next Renaissance – a Crypto Renaissance?
Topics Covered:
0:00 Intro
4:40 Josh Rosenthal, PhD
6:43 The Later Middle Ages
11:23 Value and Information
14:35 Physical Power
16:20 A Permissioned Life
22:25 The Disillusionment Bubble
25:15 The Renaissance & Value
32:48 The Renaissance & Information
41:40 Technology, the Catalyst
47:05 Fulfillment of the Internet
53:45 Demons Pooping & Early Memes
1:02:11 Money Printer Go BRR
1:07:30 Satoshi & Martin Luther
1:11:25 A Digital Renaissance
1:20:10 A Genie and a Bottle
1:25:03 Get Involved in Crypto Art
1:29:33 Prep with Crypto
1:31:52 Working for Crypto
1:36:20 Change over Time
1:38:36 Closing & Disclaimers
Resources:
6ixth Event
https://www.go6ixthevent.com/
Josh on Twitter
https://twitter.com/JoshuaRosenthal?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
5th Week of April, 2021
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
👻 AAVE | LEND & BORROW ASSETS
https://bankless.cc/aave
🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
📣 DHARMA | From Dollars to DeFi in a Tap!
https://bankless.cc/dharma
Topics Covered:
0:00 Intro
3:55 MARKETS
4:05 BTC Price
4:25 ETH Price
ETH Market Cap
https://decrypt.co/69493/ethereum-flips-paypal-top-25-global-assets-market-cap?utm_medium=referral&utm_campaign=feed&utm_source=flipboard
ETH/BTC
https://ratiogang.com/
12:40 DeFi Action
14:45 RELEASES
16:00 Aave Liquidity Mining
https://cointelegraph.com/news/lending-giant-aave-set-to-launch-liquidity-mining-program?
19:40 Stocks Live on Kwenta - FAANGT
https://blog.kwenta.io/stocks-are-now-live-on-kwenta/
22:06 Nexus Protocol Cover
https://medium.com/nexus-mutual/nexus-is-growing-protocol-cover-is-live-56752446ec57
23:25 Yearn Quarterly Report - Analyst’s Dream
https://github.com/yearn/yearn-pm/blob/master/financials/reports/2021Q1-yearn-quarterly-report.pdf
26:00 Balancer Labs & Gnosis
https://medium.com/balancer-protocol/the-crypto-cinematic-universe-crossover-event-of-the-summer-balancer-gnosis-protocol-bgp-638568aa0385
CowSwap DEX
https://twitter.com/MEVprotection/status/1387392829731770375
28:30 NEWS
28:40 EIP-1559 July 14th
https://twitter.com/sassal0x/status/1385624541586608132?s=20
30:05 EU 2 Year Digital Bond
https://www.coindesk.com/european-investment-bank-issues-121m-digital-notes-using-ethereum
31:21 Tether & Coinbase Pro
https://twitter.com/coinbasepro/status/1385359434411556868?s=21
33:35 Metamask 5 Million Users
https://consensys.net/blog/metamask/metamask-surpasses-5-million-monthly-active-users/
$400k per day in revenue
https://twitter.com/tomhschmidt/status/1387680567492104192
36:42 Why Gas is Cheaper
https://twitter.com/sassal0x/status/1386180278817759235
37:47 Ethereum on CNN
https://www.reddit.com/gallery/n0fjfd
39:40 Eminem & Nifty Gateway
https://niftygateway.com/collections/eminemopens
40:58 Satoshi Disappeared
https://www.forbes.com/sites/peterizzo/2021/04/26/10-years-ago-today-bitcoin-creator-satoshi-nakamoto-sent-his-final-message/?sh=66bd26dc10dd
43:05 Tesla Sells 18% BTC
https://www.theblockcrypto.com/linked/102899/q1-earnings-show-tesla-sold-off-272m-of-its-btc-purchase
Tesla Makes Money
https://www.wsj.com/articles/tesla-makes-more-money-trading-bitcoin-than-selling-cars-11619517615
46:09 JP Morgan Bitcoin Fund
https://www.coindesk.com/jpmorgan-to-let-clients-invest-in-bitcoin-fund-for-first-time-sources
47:06 Nexon allocates $100M for BTC
https://www.theblockcrypto.com/linked/103058/game-maker-nexon-100-million-bitcoin
49:30 Visa Moving Into Crypto in a ‘Very Big Way’
https://www.theblockcrypto.com/linked/103048/visa-ceo-crypto-earnings-call-comments
50:30 PayPal CEO Bullish Crypto
https://time.com/5957001/paypal-cryptocurrencty-bitcoin-dan-schulman/
51:42 PayPal on Coinbase
https://www.theblockcrypto.com/linked/103311/coinbase-paypal-us-users-buy-crypto
53:00 TAKES
54:30 Collateralize your ETH and Borrow Against It
https://twitter.com/trustlessstate/status/1385710606750162946?s=21
1:01:02 Retail SquishChaos - ETH $30k to $150k
https://drive.google.com/file/d/1Z1cc7ZnVC_qk8X_veELrsiftOVXcN06P/view
1:03:48 Crypto Fund Two Prime
https://twoprime.io/wp-content/uploads/2021/04/Two-Prime-Inst-Ethereum-Investment-sunday-1.pdf
1:04:17 JP Morgan Report
https://twitter.com/santiagoroel/status/1387417522777956354
1:05:23 ETH supply has no floor
https://twitter.com/TrustlessState/status/1387627204369031170?s=20
1:07:04 $50M Stolen on BSC Uniswap Clone
https://twitter.com/RyanSAdams/status/1387427596682645508?s=20
1:10:54 What David is excited about
1:13:13 What Ryan is excited about
1:15:10 MEME of the Week
https://twitter.com/BanklessHQ/status/1387526059197976582?s=20
Bonus Meme
https://twitter.com/EthereumMemes/status/1386033457894203393?s=20
1:17:30 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask questions!
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http://bankless.cc/uniswap
📣 DHARMA | From Dollars to DeFi in a Tap!
https://bankless.cc/dharma
Resources:
What is Alchemix?
https://dyor.fi/alcx
Scoopy on Twitter
https://twitter.com/scupytrooples?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Powered by Restream https://restream.io/
Justin Drake is a researcher at the Ethereum Foundation and is leading the charge of applied cryptography to the Ethereum network. This is the third time Justin has come on the podcast.
If you haven't yet, dive into our first two episodes with Justin, 'The Bull Case for Cryptography' and 'Ultra Sound Money.' This episode rolls out how we can understand Ultra Sound Money using data-driven models.
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State of the Nation #44: Modeling Ultra Sound Money
Guest: Justin Drake
This is Justin's third appearance on Bankless. His first, The Bull Case for Cryptography, went in-depth into cryptographic hashes and digital signatures, the basic tools used to build blockchains. The second, Ultra Sound Money, presented a thematic overview for the Ethereum economic engine. In this episode, we model Ultra Sound Money and what upcoming upgrades to Ethereum mean for issuance, supply, and staking vs. mining.
Justin recently released four models cover the granular data-driven details of what Ultra Sound Money Means. These models deal with Ether's three main cashflows: Issuance, Supply, and Collateral. Justin argues that with the massive efficiency improvements to the Ethereum Network with Proof-of-Stake, Ether issuance will decrease by upwards of 90% and will proportionally reduce sell pressure from miners. He posits that ETH's peak supply will be 120M total Ether, and EIP-1559's burning mechanism will eventually reduce the total supply of ETH down to 100M.
Justin also expects the APR for staking Ethereum to be 25% following the Ethereum 2 merge. We visualize what these numbers mean by combining the Ethereum Economic Engine metaphor, Triple Point Asset thesis, and viewing capital as having an inherent temperature. Cold ETH means that it is locked up, securing the network and/or reducing total liquid supply. Hotter ETH is that which is actively available for use, but much of this ETH is vaporized through EIP-1559's fee burn mechanism. Therefore, on both ends of the temperature spectrum, supply & issuance are optimized via staking and fee burn.
Every episode with Justin is a deep exploration of the technicals that back Ethereum's memes of being a Triple Point Asset and Ultra Sound Money. However, understanding the models Justin lays out is cause for optimism on Ethereum's future as a vastly improved economic system. The State of the Nation this week is 'Ultra Bullish' – dive in to find out why.
Resources:
Model #1: ETH peak supply model
https://docs.google.com/spreadsheets/d/1ZN444__qkPWPjMJQ_t6FfqbhllkWNhHF-06ivRF73nQ/edit#gid=0
Model #2: The road to 100m ETH supply
https://docs.google.com/spreadsheets/d/1XmeYkWEmaaZEUZ078A-lolchzNUrnlUllLkVXSGPzAU/edit#gid=0
Model #3: Net buy pressure
https://docs.google.com/spreadsheets/d/1TsrdbdusUop4NJbvjGBbOWTUwYH-Jgg1QBkQ5CtY_-k/edit#gid=0
Mode #4: staking APR with EVM fee rewards
https://docs.google.com/spreadsheets/d/1FslqTnECKvi7_l4x6lbyRhNtzW9f6CVEzwDf04zprfA/edit#gid=0
The Bull Case for Cryptography
https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography
Ultra Sound Money
https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
Justin on Twitter
https://twitter.com/drakefjustin?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Joel Monegro is a partner at Placeholder VC, where he invests in decentralized networks and companies that democratize data, wealth, and power.
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Bankless Podcast #62 | Governance and Capital
Guest: Joel Monegro
Joel Monegro is a partner at Placeholder, a venture capital firm where he invests in decentralized networks and companies that democratize access to data, wealth, and power. He started the firm in 2017 with his friend Chris Burniske and mentor Brad Burnham after three years at Union Square Ventures, developing the firm’s early blockchain thesis and portfolio.
In this episode, Joel explores the relationship between Governance and Capital, broadly used terms in desperate need of proper definition. Governance focuses on the decision making process in regards to capital. Capital is a broad term for economic resources – that which has utility. Governance can refer to autocratic individual decision making, but we dive into governance as a mechanism for collective decisions and achieving consensus. It is typically tied to a social and/or economic system and is made of structures that drive decision making among groups of people.
Capital represents influence, power, or control over economic resources. Capital and its utility are natural social phenomena and are relative in nature. Governance and Capital are deeply linked and arguably synonymous. The optimization of governance over capital and capital instruments are priorities of blockchains, which involve both financial and governance technology. The utility of capital can increase when pooled, especially when governance is scaled and effective.
A core argument of the crypto industry is that blockchains offer a more advanced instrumentation of capital, creating maximally efficient pathways for the exchange of value. They allow the transaction/contract settlement layer to migrate away from a state-backed system, which involves the use of courts and violence to achieve security. Replacing violence with cryptographic consensus is a powerful but challenging concept – one explored deeply in this episode with Joel Monegro.
Resources:
Placeholder VC Blog
https://www.placeholder.vc/
Joel on Twitter
https://twitter.com/jmonegro?s=20
Generations - Strauss and Howe
https://www.amazon.com/Generations-History-Americas-Future-1584/dp/0688119123
This Week on Bankless:
🧢 Weekly Action Recap (4/24): https://newsletter.banklesshq.com/p/ethereum-at-aths-weekly-recap
🗞️ Weekly Rollup (4/23): https://shows.banklesshq.com/p/-rollup-venmo-huge-eth-q1-canada
⚫ The future of synthetic assets (4/22): https://newsletter.banklesshq.com/p/the-wild-future-of-synthetic-assets
✏️ A Short History of Ethereum Hacks (4/21): https://newsletter.banklesshq.com/p/a-short-history-of-ethereum-hacks
🏴 Coinbase Goes Direct (4/21): https://shows.banklesshq.com/p/-sotn-43-coinbase-goes-direct-jeff
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
4th Week of April, 2021
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📣 DHARMA | From Dollars to DeFi in a Tap!
https://bankless.cc/dharma
Topics Covered:
0:00 Intro. Get Your Badge.
1:55 MARKETS
2:06 BTC Price & Dominance
6:14 ETH Price & ETH/BTC
https://twitter.com/RaoulGMI/status/1384990262586351617?s=20
https://twitter.com/PeterLBrandt/status/1385023257774985219?s=20
11:05 DeFi Action
Liquity Protocol
https://twitter.com/koltenb_/status/1384485634929135622?s=21
14:45 Ethereum on-chain metrics
https://twitter.com/DocumentEther/status/1384722805434978304?s=20
https://twitter.com/DocumentEther/status/1385278391406891008?s=20
https://twitter.com/DocumentEther/status/1383359905264926723?s=20
https://twitter.com/eliasimos/status/1385182472032370688?s=21
17:01 Ultra Sound Money
https://twitter.com/drakefjustin/status/1385193694463135746?s=20
https://twitter.com/drakefjustin/status/1384124998084792324?s=20
21:14 Day 1 of Canadian ETH ETF
https://twitter.com/EricBalchunas/status/1384836477675315203
22:24 Largest liquidations Ever
https://www.theblockcrypto.com/linked/102007/bitcoin-plunge-7-billion-liquidation
24:29 RELEASES
26:00 Venmo Crypto
https://www.theblockcrypto.com/linked/102295/paypal-venmo-crypto
28:27 Etherscan MEV Dark Forest
https://twitter.com/etherscan/status/1384118330710056969?s=20
30:14 Alpha Homora V2 Relaunch
https://blog.alphafinance.io/upcoming-alpha-homora-v2-relaunch-what-is-included/
31:57 Ampleforth Gov Token
https://www.ampleforth.org/governance/claim/
33:58 Real World Assets in MakerDAO
https://twitter.com/centrifuge/status/1384946100185014280?s=20
https://twitter.com/nomos_paradox/status/1384526932423806981?s=20
37:04 NEWS
37:14 First 13m Gas Block
https://etherscan.io/block/12278017
https://twitter.com/sassal0x/status/1384540509293596676?s=20
41:16 Dollars to DeFi Dharma
https://twitter.com/Dharma_HQ/status/1384603495198642180?s=20
44:30 PleasrDAO Purchases Snowden NFT - $5.5M
https://twitter.com/Snowden/status/1383155552793026560?s=20
47:50 Brazzers NFT Collection
https://twitter.com/brazzers/status/1384537381739565060?s=21
49:16 BTC hashrate drop from china blackout
https://www.nasdaq.com/articles/bitcoin-mining-hash-rate-drops-as-blackouts-instituted-in-china-2021-04-16
https://twitter.com/nic__carter/status/1384938089748041730/photo/1
53:52 Regulatory Capture
https://twitter.com/blockfizac/status/1384496587737640960?s=21
https://www.wsj.com/articles/cryptocurrency-giant-binance-hires-former-top-bank-regulator-11618912800
56:40 TAKES
58:00 Arthur Hayes Bullish on ETH
https://cryptohayes.medium.com/yes-i-read-the-whitepaper-59cfa2ea9c2c
1:03:27 Coinbase in 5 Years
https://twitter.com/pythianism/status/1383983650480349189?s=20
1:06:00 Binance is a Short-Term Game
https://twitter.com/defiprime/status/1384876305129291780?s=20
1:13:58 Teach a Man to Stake
https://www.reddit.com/r/ethereum/comments/mvp9io/give_a_man_a_steak_and_hell_eat_for_a_day_teach_a/
1:15:30 Three Halvenings Capital
https://twitter.com/zhusu/status/1385073821699371016?s=20
1:18:04 What David’s Excited About
1:19:20 What Ryan’s Excited About
1:24:15 MEME of the Week
https://twitter.com/RyanSAdams/status/1384930095446511616?s=20
1:29:00 Closing & Disclaimers
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bankless Nation, meet PoolTogether and its founder, Leighton Cusack. PoolTogether is a DeFi protocol offering a no-loss lottery generated by its pooled interest.
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Meet the Nation: PoolTogether
Guest: Leighton Cusack
PoolTogether is one of the oldest DeFi Protocols, having been around for about two years. It offers users access to no-loss lotteries; founder Leighton Cusack describes it as a savings account, and the interest generated by the collective deposits are combined into randomly selected lotteries. Like most DeFi project, it is permissionless, trustless, and powered by smart contracts.
Unlike legacy lotteries, which require purchasing tickets, access to PoolTogether lotteries only requires depositing funds which can be pulled out in full at any time. There are currently $225 Million in assets deposited in PoolTogether, earning the interest that becomes rewards for the PoolTogether community.
PoolTogether also has a reserve, which contributes to an increasing treasury. These sponsorships are deposits that are not eligible to win prizes. Instead, these returns are circled back to the pool to yield further interest. This is a perpetual growth mechanism for increasing the reward sizes over time.
PoolTogether recently decentralized with its POOL governance token, and POOL was retroactively airdropped to all users earlier this year. It is also distributed to everyone who deposits in one of the lottery pools. The POOL token controls the protocol by managing the reserves, the number of winners announced weekly, integrations and new pools, and the distribution mechanism of the remaining POOL.
Resources:
PoolTogether
https://pooltogether.com/
PoolTogether Discord
https://discord.gg/hxPhPDW
PoolTogether on Twitter
https://twitter.com/PoolTogether_
Leighton on Twitter
https://twitter.com/lay2000lbs?s=20
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
In this week's State of the Nation, we bring on Jeff Dorman, Chief Investment Officer and Arca, to measure the magnitude of $COIN on the public markets.
State of the Nation is live-streamed on Tuesdays at 11am PST.
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State of the Nation #43: Coinbase Goes Direct
Guest: Jeff Dorman
Jeff Dorman is Chief Investment Officer at Arca, the digital asset management firm. Jeff leads the investment committee, focusing on risk management for cryptoassets. His work history in both legacy and crypto finance puts him in a unique position to work as a bridge between the two worlds.
The Coinbase Direct Listing also acts as a bridge between the two worlds, and it's undoubtedly a landmark event for the legitimization of the crypto industry. What does this mean for the Banks, Fintech, and Wall Street? What does it mean for Gemini, Uniswap, and Binance?
The first item to discuss to answer these questions is how the media and crypto twitter alike were off in their interpretation of this event. The volatile price action in the first moments of the listing were surprising to many, but Jeff explains that this shouldn't be surprising at all, given that there are no underwriters or built-in stability in a direct listing like $COIN's. He expects that there will be volatility and price discovery over a longer stretch of time before the stock moves to a more stable valuation.
Resources:
Jeff's Article on Coinbase:
https://www.ar.ca/blog/crypto-market-recap-02-28-21
Arca:
https://www.ar.ca/
Jeff on Twitter:
https://twitter.com/jdorman81?s=20
$COIN Price
https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN
Coinbase S1 Filings:
https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm
Coinbase Analytics:
https://www.theblockcrypto.com/data/crypto-markets/public-companies
This Week on Bankless:
📛 Bankless Badge Week (4/20): https://newsletter.banklesshq.com/p/how-to-win-free-stuff-with-your-bankless
📈 Market Monday (4/19): https://newsletter.banklesshq.com/p/6-tips-to-succeed-in-this-bull-market
📖 Before Bitcoin (4/19): https://shows.banklesshq.com/p/-before-bitcoin-pet3rpan
🧢 Weekly Action Recap (4/17): https://newsletter.banklesshq.com/p/price-discovery-mode-weekly-recap
🗞️ Weekly Rollup (4/16): https://shows.banklesshq.com/p/-rollup-btc-and-eth-ath-coin-berlin
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Peter Pan has been a key member of the Ethereum Ecosystem, and in 2018, he wrote a 4-part series titled "Before Bitcoin," which covers the modern history of cryptography.
We first bring him onto the podcast for an interview, followed by a reading of the full series by David.
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Bankless Podcast #61 - Before Bitcoin
Guest: Pet3rPan
Pet3rPan is a community-first investor at 1kx and part of the leadership of both MetaCartel Ventures and VentureDAO. His involvement in the crypto space is broad and deep, exemplified by his authoring of the Before Bitcoin series that we dive into in this episode.
He was compelled to write the piece as he entered the crypto space, determined to build a depth of knowledge about the history and underlying technology of distributed ledgers powered by public-key cryptography. Modern cryptography doesn't exist in a vacuum, and there is a vast historical landscape to explore and provide context for the underlying principles that power the internet today and drive the innovation of the internet tomorrow.
The story of today's cryptocurrency did not begin with Satoshi's Bitcoin whitepaper in 2009. It began decades earlier in the 1970s as cryptography was revolutionized by Cypherpunks, who discovered new mechanisms for the secure transfer of information. They pursued these ends through their shared values of privacy, self-sovereignty, freedom of information, etc.
This episode begins with a brief interview with Pet3rPan, followed by a 'David Reads' of all four Before Bitcoin articles.
Resources:
pet3rpan on Twitter:
https://twitter.com/pet3rpan_?s=20
Before Bitcoin Part 1:
https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-one-e199f02ca380
Before Bitcoin Part 2:
https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-two-94c4576005
Before Bitcoin Part 3:
https://pet3rpan.medium.com/before-bitcoin-pt-3-90s-cryptowars-e857915fab82
Before Bitcoin Part 4:
https://pet3rpan.medium.com/before-bitcoin-pt-4-00s-new-millenium-426d6e3dcb1a
The Digital Culture Revolution:
https://newsletter.banklesshq.com/p/the-digital-culture-revolution
This Week on Bankless:
🧢 Weekly Action Recap (4/17): https://newsletter.banklesshq.com/p/price-discovery-mode-weekly-recap
🗞️ Weekly Rollup (4/16): https://shows.banklesshq.com/p/-rollup-btc-and-eth-ath-coin-berlin
🏴 Cryptex & Element (4/13): https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi
⚒️ How to Use dYdX (4/13): https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
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🦄 UNISWAP | DECENTRALIZED FUNDING
http://bankless.cc/uniswap
🔀 BALANCER | EXCHANGE & POOL ASSETS
https://bankless.cc/balancer
📣 DHARMA | From Dollars to DeFi in a Tap!
https://bankless.cc/dharma
Topics Covered:
Compound TVL
https://twitter.com/defipulse/status/1380889501283799042
$COIN Price
https://www.tradingview.com/symbols/NASDAQ-COIN/
Who’s Buying COIN?
https://www.theblockcrypto.com/linked/101760/cathie-wood-ark-246-million-coinbase-stocks
RELEASES
Maker / AAVE Proposal
https://forum.makerdao.com/t/discussion-direct-deposit-dai-module-d3m/7357
Gas Fees Down?
https://twitter.com/0xEther/status/1381513763661176834?s=20
Binance Tokenized Stonks
https://www.theblockcrypto.com/post/101335/binance-launches-tokenized-stock-trading-tesla
Raid Guild Smart Invoice
https://medium.com/raid-guild/introducing-smart-invoice-211776245a0b
NEWS
Coinbase Public Listing
https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm
Coinbase Giving Shares to Employees
https://twitter.com/CoinDesk/status/1382163782315704322?s=20
Ethereum Berlin
https://blog.ethereum.org/2021/03/08/ethereum-berlin-upgrade-announcement/
JPM & Mastercard invest in Consensys
https://www.coindesk.com/ethereum-hub-consensys-raises-65m-from-big-banks-and-blockchain-builders
Gitcoin Raise
https://twitter.com/gitcoin/status/1382411085161099265
dYdX L2 Volume
https://imgur.com/a/nFdygKj
MakerDAO Real World Assets
https://twitter.com/nomos_paradox/status/1381684052969721856?s=20
Epic Games Raises $1B for NFTs
https://venturebeat.com/2021/04/13/epic-games-raises-1-billlion-to-fund-long-term-metaverse-plans/amp/
41:20 Immutable Integrations
https://twitter.com/Immutable/status/1382548807083204610
Regulation
https://www.theblockcrypto.com/linked/101595/us-senate-confirms-gary-gensler-as-joe-bidens-sec-commissioner
https://www.theblockcrypto.com/linked/101553/sec-peirce-token-safe-harbor-update
HSBC Bans Crypto
https://twitter.com/cameron/status/1380526047188369409?s=21
TAKES
WSB Allows Crypto
https://twitter.com/cyounessi1/status/1382519260392591361
Hard to Use ETH?
https://twitter.com/RyanSAdams/status/1381618315513200643?s=20
NYSE vs. Uniswap
https://twitter.com/haydenzadams/status/1381677367358283783
“Thereum”
https://twitter.com/ryansadams/status/1382701166757347350?s=21
How Long Bull Market?
https://twitter.com/ryansadams/status/1382503698442678273?s=21
ETH Killers vs. Infrastructure
https://twitter.com/JimmyRagosa/status/1381613502276775946?s=20
Vitalik on Maximalism
https://twitter.com/BanklessHQ/status/1381468493317505028?s=20
This Week on Bankless:
🏴 SotN w/ Cryptex & Element (4/13: https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi
⚒️ How to Use dYdX (4/13): https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup
📈 Market Monday (4/12): https://newsletter.banklesshq.com/p/coinbase-week-market-monday
🎙️Podcast w/ Hester Peirce (4/12): https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Stefan Ionescu is a Founder of Reflexer Labs, the team behind the RAI stablecoin (or is it fair to even call it a stablecoin? Tune in to find out!)
Like all our AMAs, the interview is live and incorporates questions from our Inner Circle Discord and live YouTube Chat. These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask questions!
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
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🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED EXCHANGE
http://bankless.cc/uniswap
🔀 KWENTA | SYNTHETIC ASSET EXCHANGE
https://bankless.cc/kwenta
Resources:
Reflexer Labs:
https://reflexer.finance/
Stefan on Twitter:
https://twitter.com/stefan__ionescu?s=20
This Week on Bankless:
🏴 SotN w/ Cryptex & Element (4/13: https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi
⚒️ How to Use dYdX (4/13): https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup
📈 Market Monday (4/12): https://newsletter.banklesshq.com/p/coinbase-week-market-monday
🎙️Podcast w/ Hester Peirce (4/12): https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce
🧢 Weekly Action Recap (4/10): https://newsletter.banklesshq.com/p/the-coinbase-tsunami-weekly-recap
🗞️ Weekly Rollup (4/9): https://shows.banklesshq.com/p/-rollup-coinbase-ipo-fei-protocol
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Both Preston Van Loon of Cryptex and Will Willanueva of Element Finance have helped build the Ethereum Protocol, but are now both working on DeFi apps.
In this State of the Nation, we dive into what it's like for Ethereum Devs building DeFi.
State of the Nations are Livestreamed on Tuesdays at 11am PST.
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🦄 UNISWAP | DECENTRALIZED EXCHANGE
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State of the Nation #42: Ethereum Devs Building DeFi
Guests: Preston Van Loon & Will Villanueva
Tremendous work has been (and is still being) done to develop Ethereum 2, and just as much innovation is happening in Ethereum's app layer, DeFi. In this week's State of the Nation, we bring on guys who have done both: Preston Van Loon and Will Villanueva.
Preston Van Loon is a former Google software engineer who switched to crypto full-time after Vitalik put 1000 ETH into Prysmatic Labs, which Preston founded. Prysmatic labs is now the most popular ETH 2 client. Preston is also the co-founder of a brand new DeFi app ‘Cryptex’, which is a collateralized synthetic asset that tracks the total market cap of all crypto-assets.
Will Villanueva is a former team member of the Quilt team at Consensys and contributed to a mountain of R&D on Ethereum sharding. Will is now the CEO of Element, which offers high yield fixed income for DeFi assets. Element works by breaking a single token into two different ones; a yield-bearing token, and a principle token.
We brought both Will and Preston because their unique work histories of first helping build the Ethereum Protocol and now building DeFi apps. We discuss how their experiences have shaped their current projects, the trajectory of Ethereum and its app layer, and the timing of it all.
"The Hardest Problems Draw the Smartest People."
- Preston Van Loon
Resources:
Cryptex:
https://cryptex.finance/
Element Finance:
https://element.fi/
Preston on Twitter:
https://twitter.com/preston_vanloon?s=20
Will on Twitter:
https://twitter.com/wjvill?s=20
This Week on Bankless:
⚒️ How to Use dYdX (4/13: https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup
📈 Market Monday (4/12): https://newsletter.banklesshq.com/p/coinbase-week-market-monday
🎙️Podcast w/ Hester Peirce (4/12): https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce
🧢 Weekly Action Recap (4/10): https://newsletter.banklesshq.com/p/the-coinbase-tsunami-weekly-recap
🗞️ Weekly Rollup (4/9): https://shows.banklesshq.com/p/-rollup-coinbase-ipo-fei-protocol
🏴 dYdX & StarkWare (4/6): https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and
⚒️ How to Crypto Tax (4/6): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Bankless Fan and SEC Commissioner Hester Peirce comes on the podcast to discuss tokens, DeFi, 'self-driving banks,' and regulation.
🎙️ Bankless Podcasts On Mondays 🌟Early Access with Premium!
https://banklesshq.com/nation/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
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🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED EXCHANGE
http://bankless.cc/uniswap
🔀 KWENTA | SYNTHETIC ASSET EXCHANGE
https://bankless.cc/kwenta
Bankless Podcast #60 - SEC & DeFi
Guest: Hester Peirce
Hester Peirce is one of five SEC Commissioners and has been a knowledgable advocate for crypto as the world works out how to regulate the budding industry. The main goals of the Security & Exchange Commission are threefold – to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. The SEC governs far more than crypto, but increasing attention is coming to the space as capital gravitates into it.
Regulating crypto begins with officially establishing the asset class, e.g. currencies, capital assets, commodities, equities, et al. The next step is giving these assets legitimacy in existing financial institutions through exchange-traded products like a Bitcoin ETF.
Below the base money layer, there exists Layer 0, the social layer. Layer 0 must be willing to officially play ball with the cryptoeconomy, and that's what makes regulators like Hester so important. The net optimization of these layers makes for an unequivocally better society: a more inclusive, equitable, and efficient one.
Hester believes in governing principles, not specific technologies. It's important here to remember the three main goals of the SEC. The value propositions of crypto – providing a permissionless, trustless, and verifiable means to transact – are in accord with the values of a free state. The role of government is to encourage and protect mutually beneficial, voluntary engagement among citizens.
Although the harmony between crypto's core values and those of a free state are readily apparent to a seasoned Bankless listener, the rest of Layer 0 must still be convinced. Crypto is a frontier with infinite possibilities, and effectively regulating such an ecosystem is a massive task. However, based on this conversation, there seem to be many reasons to be optimistic about the future of Crypto & DeFi regulation.
Resources:
🚀 Atomic Trading 🚀
https://www.sec.gov/news/speech/peirce-atomic-trading-2021-02-22
Get Ready For Self-Driving Banks
https://www.ft.com/content/c1caca5b-01f7-41be-85a4-3ecb883f2417
Gary Gensler MIT Crypto Course
https://youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn
Hester on Twitter:
https://twitter.com/HesterPeirce?s=20
This Week on Bankless:
🧢 Weekly Action Recap (4/10): https://newsletter.banklesshq.com/p/the-coinbase-tsunami-weekly-recap
🗞️ Weekly Rollup (4/9): https://shows.banklesshq.com/p/-rollup-coinbase-ipo-fei-protocol
🏴 dYdX & StarkWare (4/6): https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and
⚒️ How to Crypto Tax (4/6): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Do your own research.
Disclaimer: The views expressed in the episode are those of Hester Peirce, not the SEC nor any of her fellow commissioners.
Disclosure: From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
Anthony Sassano's filling in for Ryan this week!
Anthony on Twitter:
https://twitter.com/sassal0x?s=20
The Daily Gwei:
https://thedailygwei.substack.com/
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED EXCHANGE
http://bankless.cc/uniswap
🔀 KWENTA | SYNTHETIC ASSET EXCHANGE
https://bankless.cc/kwenta
Topics Covered:
Intro
MARKETS
DAO Treasuries
https://open-orgs.info/
RELEASES
DCinvestor Newsletter ‘The Catalyst’
https://twitter.com/iamDCinvestor/status/1378378885516177409
Cryptex.Finance
https://medium.com/cryptexfinance/introducing-ctx-governance-powering-the-tcap-protocol-c1b32ce084bc
dYdX on StarkWare
https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and
MVI Index
https://www.tokensets.com/portfolio/mvi
BED Proposal
https://twitter.com/indexcoop/status/1380247275625197570?s=21
Alchemix Upgrade
https://twitter.com/AlchemixFi/status/1379072309735026690?s=20
Fei Protocol
https://twitter.com/bantg/status/1379755790496641025?s=20
Connext & Polygon
https://youtu.be/g4YggCqyLrI
Coinbase
https://www.theblockcrypto.com/linked/100235/coinbase-direct-listing-april-nasdaq
NEWS
Cuban - ETH is Money
DeFi Shopify
https://twitter.com/tobi/status/1378116793370349569?s=21
1 Week Until Berlin Upgrade!
https://ethernodes.org/berlin
Polygon Killing It
https://twitter.com/CamiRusso/status/1379839772831662084?s=20
ETH 2 Merge
https://twitter.com/drakefjustin/status/1379052831982956547?s=20
Immutable X
https://twitter.com/GodsUnchained/status/1380008581718757379
SuperRare Raise
https://medium.com/superrare/superrare-raises-9m-to-build-the-future-of-art-collecting-e2b3ded227e8
CryptoPunks on Christie’s
https://twitter.com/ChristiesInc/status/1380236081472364550?s=20
Tom Brady NFT Platform
https://www.cnn.com/2021/04/06/tech/tom-brady-nft-autograph/index.html
Overly Attached Girlfriend
https://foundation.app/laina/overly-attached-girlfriend-17046
Grayscale ETF
https://grayscaleinvest.medium.com/grayscales-intentions-for-a-bitcoin-etf-b11e4faf4c05
Rapid News
https://twitter.com/michael_saylor/status/1379042960994668548?s=21
https://u.today/jpmorgan-adjusts-its-bitcoin-target-to-130000-predicting-strong-institutional-adoption'
https://www.theblockcrypto.com/post/100860/ledger-shopify-class-action-lawsuit-filed
https://twitter.com/sbf_alameda/status/1379791522908934146?s=21
TAKES
Coinbase Takes
https://twitter.com/econoar/status/1377849659058581507?s=21
https://twitter.com/jebus911/status/1380154418251849735?s=20
https://twitter.com/twobitidiot/status/1379968147739017216?s=20
Balancer & Algorand…?
https://twitter.com/immutbl/status/1379503694476021763?s=20
Ethereum’s Event Horizon
https://twitter.com/TrustlessState/status/1378488899849216002?s=20
What David is Excited About
What Anthony is Excited About
MEME
Closing & Disclaimers
This Week on Bankless:
🧠 Decentralized VC (4/8): https://newsletter.banklesshq.com/p/decentralized-vc-will-eat-venture
✏️ Index Coop (4/7): https://newsletter.banklesshq.com/p/building-a-decentralized-blackrock
🏴 dYdX & StarkWare (4/6): https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and
⚒️ How to Crypto Tax (4/6): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy
📈 Market Monday (4/5): https://newsletter.banklesshq.com/p/crypto-is-about-to-melt-faces-market
🎙️Hayden Adams Podcast (4/5): https://shows.banklesshq.com/p/-uniswap-hayden-adams
🗞️Weekly Rollup (4/2): https://newsletter.banklesshq.com/p/ethereum-visa-weekly-recap-526
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Antonio Juliano is Founder of dYdX, and Uri Kolodny is CEO of StarkWare.
State of the Nation is live-streamed on Tuesdays at 11am PT.
🔀 10% Off dYdX Trading Fees w/ Bankless!
https://bankless.cc/dydx
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED EXCHANGE
http://bankless.cc/uniswap
🔀 KWENTA | SYNTHETIC ASSET EXCHANGE
https://bankless.cc/kwenta
State of the Nation #41: Scaling DeFi
Guests: Antonio Juliano & Uri Kolodny
Antonio Juliano (founder of dYdX) and Uri Kolodny (CEO of StarkWare) join this edition of State of the Nation to discuss their new announcement: dYdX, in partnership with StarkWare, recently released a Layer 2 Product for Perpetual Contracts, which namely allows for leveraged trading.
Perpetual Contracts expose investors to a synthetic contract, representing the price action of a given asset. The nature of perpetual contracts allow for flexibility and expression in the financial mechanisms powering the contract, giving traders the ability to use leverage. These types of contracts attract high-level, high-frequency traders and make scalability crucial for a platform to be capital-efficient.
StarkEx is StarkWare's scalability app, which uses StarkWare's Cairo, a Turing Complete coding platform, to support Layer 2 Scaling for transfers, trading, derivatives, and NFTs. dYdX rebuilt its interface, backend, and order-book; it then paired with StarkEx to create a scaled, decentralized derivatives exchange. Throughout the development and launch of its new product, dYdX has continued to emphasize the DeFi core values of being non-custodial, trustless, and permissionless.
A major upgrade is cross-margining on dYdX, which allows users to provide universal collateral, instead of having to provide collateral for each market. Other improvements include lower gas prices, increased oracle performance, higher maximum leverage, and no minimum trade size. With these upgrades, dYdX offers better performance with no loss in decentralization or security.
This is how DeFi needs to scale – increasing performance while maintaining decentralization and security.
Resources:
dYdX Announcement Post:
https://dydx.exchange/blog/public
dYdX:
https://dydx.exchange/
StarkWare:
https://starkware.co/
Antonio on Twitter:
https://twitter.com/AntonioMJuliano?s=20
Uri on Twitter:
https://twitter.com/ukolodny?s=20
An Incomplete Guide to Rollups:
https://vitalik.ca/general/2021/01/05/rollup.html
This Week on Bankless:
⚒️ How to Crypto Tax (4/7): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy
🎙️Hayden Adams Podcast (4/6): https://shows.banklesshq.com/p/-uniswap-hayden-adams
🧢 Weekly Action Recap (4/3): https://shows.banklesshq.com/p/-rollup-visa-on-eth-snl-nft-skit
🗞️Weekly Rollup (4/2): https://newsletter.banklesshq.com/p/ethereum-visa-weekly-recap-526
🚨 Alpha Alert: Fei Protocol: https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis
🦄 The Story of PleasrDAO (3/31): https://newsletter.banklesshq.com/p/xykan-ethereum-story
⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Hayden Adams is the inventor of Uniswap, the decentralized trading protocol.
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BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
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🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED EXCHANGE
http://bankless.cc/uniswap
🔀 KWENTA | SYNTHETIC ASSET EXCHANGE
https://bankless.cc/kwenta
Bankless Podcast #59 - Uniswap
Guest: Hayden Adams
Hayden Adams is the creator of Uniswap, the decentralized trading protocol and DAO. Before inventing DeFi's largest asset exchange, he was laid off from his mechanical engineering job in the summer of 2017. Excited by Ethereum and Vitalik's blog post on automated market making, he learned to code smart contracts using Solidity.
Uniswap's V1 Mainnet launch came in the middle of the crypto bear market in November 2018. Since then, it has experienced exponential growth and traction, with liquidity providers like MakerDAO bolstering Uniswap's early ecosystem. Uniswap V2 brought pivotal upgrades to the user experience, bug fixes, and improvements to the Oracle architecture.
From its genesis, Uniswap has emphasized the decentralized, permissionless properties of Ethereum. Uniswap's tools enable anyone to create a liquidity pool to exchange on, and it has become the de facto hub of DeFi as a sandbox for the 'long tail' of endless decentralized assets. Uniswap's openness, functionality, and legitimacy have allowed it to rise to its current position as a DeFi staple.
On September 16th, 2020, Uniswap launched its UNI token with a widely distributed airdrop to each Ethereum address that had interacted on the Uniswap platform – over 500,000 accounts. This drop exemplifies DeFi's promises of wealth distribution, communal equity, and decentralized governance.
On March 23rd, 2021, Uniswap announced V3 to go live on Ethereum mainnet in May of 2021. The most significant change in this upgrade is concentrated liquidity, which allows individual liquidity providers to control where their liquidity is allocated along the price curve for a given asset pair. This allows freedom for infinite liquidity providing strategies and presents a flexibility that incentivizes an optimized trading curve.
In this 2.5 hour episode, Hayden walks us through the entirety of Uniswap, from its genesis to its present state and beyond.
Resources:
Uniswap
https://uniswap.org/
Hayden on Twitter
https://twitter.com/haydenzadams?s=20
V0 Birthday Blog:
https://medium.com/uniswap/uniswap-birthday-blog-v0-7a91f3f6a1ba
V3 Announcement post:
https://uniswap.org/blog/uniswap-v3/
Vitalik's Market Maker Blog Post:
https://vitalik.ca/general/2017/06/22/marketmakers.html
This Week on Bankless:
🧢 Weekly Action Recap (4/3): https://shows.banklesshq.com/p/-rollup-visa-on-eth-snl-nft-skit
🗞️Weekly Rollup (4/2): https://newsletter.banklesshq.com/p/ethereum-visa-weekly-recap-526
🚨 Alpha Alert: Fei Protocol: https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis
🦄 The Story of PleasrDAO (3/31): https://newsletter.banklesshq.com/p/xykan-ethereum-story
⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money
🏴 SotN w/ Crypto Bobby (3/30): https://shows.banklesshq.com/p/-sotn-40-get-a-job-in-crypto-rob
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Uniswap is a Bankless Sponsor.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
BANKLESS SPONSOR TOOLS:
💰 GEMINI | FIAT & CRYPTO EXCHANGE
https://bankless.cc/go-gemini
🦊 METAMASK | DEFI PASSPORT
https://bankless.cc/metamask
🦄 UNISWAP | DECENTRALIZED EXCHANGE
http://bankless.cc/uniswap
🔀 KWENTA | SYNTHETIC ASSET EXCHANGE
https://bankless.cc/kwenta
RESOURCES
ETH / BTC
https://twitter.com/cburniske/status/1377704242706849796?s=20
Index Coop Revenue
https://twitter.com/AlphaLemonade/status/1375917785717432323?s=20
FLI Token (2x ETH)
https://www.tokensets.com/portfolio/ethfli
Filecoin Fully Diluted Valuation
https://www.coingecko.com/en/coins/filecoin
RELEASES
zkEVM in May?
https://twitter.com/zksync/status/1375807885742125058?s=27
Projects on L2
https://twitter.com/deversifi/status/1376537192621862912?s=20
PayPal Crypto Checkout Service
https://www.reuters.com/article/us-crypto-currency-paypal-exclusive-idUSKBN2BM10N
Element Finance
https://twitter.com/element_fi/status/1377315823879086081
Synthetix L2 Staking
https://blog.synthetix.io/oe-integrated-into-staking/
FEI Genesis
https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis
26:03 NEWS
Bankless & Wells Fargo ;)
https://newsletter.banklesshq.com/p/bankless-acquired-by-wells-fargo
Optimism Launch Delayed
https://optimismpbc.medium.com/optimistically-cautious-767a898f90c8
Visa, the ETH Sidechain
https://www.theblockcrypto.com/post/99639/visa-now-settles-payments-in-usdc-stablecoin-ethereum
Tether vs DAI
https://twitter.com/RyanSAdams/status/1376980581247029249?s=20
Aave and Polygon
https://www.coindesk.com/defi-major-aave-working-with-polygon-to-bypass-ethereum-congestion
SNL NFT Skit
https://youtu.be/mrNOYudaMAc?t=46
Michael Jordan & Top Shot
https://www.coindesk.com/michael-jordan-joins-305m-investment-in-firm-behind-nba-top-shot
‘x * y = k’
https://newsletter.banklesshq.com/p/xykan-ethereum-story
Opensea & Immutable X
https://www.theblockcrypto.com/linked/100084/opensea-nft-layer-2-immutable-x
Goldman Offering Bitcoin
https://www.cnbc.com/2021/03/31/bitcoin-goldman-is-close-to-offering-bitcoin-to-its-richest-clients.html
Coinbase Listing
https://cftc.gov/PressRoom/PressReleases/8369-21
FTX Arena
https://www.cnbc.com/2021/03/26/crypto-industry-to-get-first-major-us-stadium-with-miami-dade-county-approving-ftx-for-heat-home.html
46:08 TAKES
Who’s Buying NFTs?
https://twitter.com/UltraXBT/status/1375284492730916869?s=20
PoW, the Stepping Stone
https://www.reddit.com/r/ethereum/comments/mf31ia/a_brain_dump_on_pos_vs_pow_arguments/gsm1dnc/
Has Ethereum Changed?
https://twitter.com/panekkkk/status/1376620862657429508
Governance Proposals Over VC
https://twitter.com/haydenzadams/status/1377356181254119429?s=21
Crypto Culture is Tight
https://twitter.com/TrustlessState/status/1377726365298950145
What David’s Excited About
Rugging the Fed
https://newsletter.banklesshq.com/p/visa-is-going-to-pay-eth-holders-ebe
What Ryan’s Excited About
Hayden Adams Podcast
https://youtu.be/uQS7WuQtXWs
MEME OF THE WEEK
https://twitter.com/deversifi/status/1377517957547487232?s=20
This Week on Bankless:
🦄 Uniswap | Hayden Adams: https://youtu.be/uQS7WuQtXWs
🚨 Alpha Alert: Fei Protocol: https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis
🦄 The Story of PleasrDAO (3/31): https://newsletter.banklesshq.com/p/xykan-ethereum-story
⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money
🏴 SotN w/ Crypto Bobby (3/30): https://shows.banklesshq.com/p/-sotn-40-get-a-job-in-crypto-rob
🎙️ EIP-1559 With Hasu (3/29): https://shows.banklesshq.com/p/-eip-1559-hasu
📈 Market Monday (3/29): https://newsletter.banklesshq.com/p/visa-is-going-to-pay-eth-holders
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Rob Paone, aka Crypto Bobby, joins Bankless to tell you how to get a job in crypto.
State of the Nation is live-streamed on Tuesdays at 11am PT
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
SotN #40: Get a Job in Crypto
Guest: Rob Paone (Crypto Bobby)
In this week's State of the Nation, we discuss the emerging crypto economy. Rob Paone is the founder of Proof of Talent, a recruiting and search firm that places candidates in professional roles in the crypto space. Few people are more equipped to discuss the job market in the cryptocurrency industry.
Rob is also known by his Youtube persona, Crypto Bobby. He has transitioned into the space's premier career recruiter and is taking advantage of crypto's huge growth potential. In the legacy world, most of the profitable ideas and services have already been capitalized. Crypto exists on the other end of the spectrum, where the market gaps are vast and ripe for opportunity.
Rob's fundamental approach for candidates seeking employment is one of bootstrapping. The market is geared towards those with a technical background, but the key is finding what sets you apart and proving it. Passion and knowledge should naturally turn into finding like-minded communities and contributing.
There is a premium on authenticity, commitment, and value. For those actively seeking a profession in crypto, there are ways to get involved and make yourself invaluable. Are you a tourist, or are you a settler?
RESOURCES:
Proof of Talent:
https://proofoftalent.co/
Rob on Twitter:
https://twitter.com/crypto_bobby?s=20
THIS WEEK ON BANKLESS:
⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money
🎙️ EIP-1559 With Hasu (3/29): https://shows.banklesshq.com/p/-eip-1559-hasu
📈 Market Monday (3/29): https://newsletter.banklesshq.com/p/visa-is-going-to-pay-eth-holders
🧢 Weekly Action Recap (3/27): https://newsletter.banklesshq.com/p/fidelitys-bitcoin-etf-weekly-recap
🗞️ Weekly Rollup (3/26): https://shows.banklesshq.com/p/-rollup-uniswap-v3-fidelity-etf-btc
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Hasu is a pioneer and thought leader in the world of cryptoeconomic research.
He is a rare voice in crypto, unafraid to speak his mind and break ranks with both Ethereans and Bitcoiners. His takes were often varied and elusive… until the EIP-1559 proposal. Dive in to learn what changed his mind.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
🗞️ GET THIS EPISODE'S DEBRIEF: https://shows.banklesshq.com/p/exclusive-debrief-eip-1559-with-hasu
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
🎙️Bankless Podcast Episode #58: EIP-1559
March 29th, 2021
Guest: Hasu
Hasu is a renowned pseudonymous researcher in the cryptoeconomic space, and we have been long impressed by his clear, sober ideas. In his second appearance on the pod, we dive deeply into EIP-1559, covering its technicals but also the social & cultural implications of the proposal.
When it comes to the field of cryptoeconomics, Hasu is most compelled by research on establishing and maintening economic security. EIP-1559 embodies these concepts through its transaction fee dynamics, regulation of gas prices, and novel mechanisms for users to buy transactions on the network.
Properly incentivizing validators to come to consensus is necessary for a cryptoeconomically secure platform. EIP-1559 aims to accomplish this by regulating the consumption of resources on the network, fixing the price of gas on a block while allowing its quantity to float.
The changes under EIP-1559 allow Ethereum to incentivize its deflationary mechanism, mitigate Miner Extracted Value (MEV), and improve the user experience for individuals transacting on the Ethereum network. Tune in as Hasu's refreshing and credible perspective conceptualizes this multi-faceted cryptoeconomic system.
RESOURCES:
Uncommon Core Blog/Podcast:
https://uncommoncore.co/
Derbit Insights:
https://insights.deribit.com/market-research/
Hasu on Twitter:
https://twitter.com/hasufl?s=20
Some of Hasu’s Writings:
-Analysis of EIP-1559 https://insights.deribit.com/market-research/analysis-of-eip-1559/
-Guide to EIP-1559 https://uncommoncore.co/eip-1559/
-The future of money https://insights.deribit.com/market-research/the-future-of-money-could-be-discretionary/
EIP-1559 on the Horizon
https://newsletter.banklesshq.com/p/eip-1559-on-the-horizon-market-monday-37f
The Bull Case for Cryptography
https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography
THIS WEEK ON BANKLESS:
🦄 Alpha Leak | Uniswap V3 (3/23)
https://youtu.be/TRJYs7v7gYo
🎙️ Ultra Sound Money | Justin Drake (3/22)
https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
❓ AMA with Chris Spadafora of Badger DAO (3/24)
https://shows.banklesshq.com/p/-ama-with-chris-spadafora-of-badger
🏴 State of the Nation | David Grider (3/23)
https://newsletter.banklesshq.com/p/-sotn-39-is-wall-street-going-bankless
⚫ Token Thursday | The Best Yields on USD (3/25)
https://newsletter.banklesshq.com/p/the-best-yields-on-usd
✏️ Why ETH is the Best Money the World Has Ever Seen (4/24)
https://newsletter.banklesshq.com/p/ultra-sound-money-
⚒️ Tactic Tuesday | How to Automate Your Staking Rewards (3/23)
https://newsletter.banklesshq.com/p/how-to-automate-your-staking-rewards
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
TOPICS COVERED:
0:00 Intro
0:50 MARKETS
0:58 BTC Price
1:51 ETH Price
3:06 DeFi - TVL & $DPI
5:37 Ethereum Q1 Recap
https://twitter.com/intotheblock/status/1375043056228048903?s=20
7:03 DeFi Revenue Crosses $1B
https://twitter.com/DocumentEther/status/1374444448214515714?s=20
9:19 Crypto Indexes
https://cdn.discordapp.com/attachments/765296914554945567/823573839128690708/unnamed_43.png
12:42 GBTC Keeps Dropping
https://twitter.com/TheStalwart/status/1375077050269237253?s=20
15:45 BlockFi Cutting Rates
https://twitter.com/MattBallen4791/status/1374906879722323979?s=20
17:20 RELEASES
18:50 OpenSea Raises $23M
https://t.co/WlM1tngJDH?amp=1
AMA with Devin - https://youtu.be/5VaJ1qwPyOI
20:55 Alpha Tokenomics
https://twitter.com/AlphaFinanceLab/status/1374700279736586244?s=20
23:24 Dune Analytics v2
https://duneanalytics.com/blog/dune-v2
25:35 Crypto.com NFT | Hermez L2
https://crypto.com/nft
https://hermez.io/
27:43 Maker Increasing Debt Ceiling?
https://twitter.com/MakerDAO/status/1372979697517174785?s=20
30:19 EthLife Podcast
https://twitter.com/DenizOmer/status/1374741993528655875?s=20
31:25 NEWS
31:35 Uniswap V3
https://uniswap.org/blog/uniswap-v3/
34:52 Decentraland Casino Pays in DAI
https://www.coindesk.com/this-casino-in-decentraland-is-hiring-for-real
37:26 Maker & A16z
https://bafybeies2vgpzxnrrc7i76wuefswn2tnnqboqzckpnognfklfhkit2x5ry.ipfs.dweb.link/
40:06 Beeple Cashes Out
https://decrypt.co/62547/beeple-immediately-changed-his-53-million-nft-takings-from-eth-to-usd
42:50 ETH 2.0 Validators
https://twitter.com/evan_van_ness/status/1372948495418675200?s=20
44:57 Elon: "Don't Defy DeFi"
https://twitter.com/elonmusk/status/1375031060753346564?s=20
45:40 Starkware
https://twitter.com/StarkWareLtd/status/1373936192421519366?s=20
https://www.theblockcrypto.com/post/99211/starkware-funding-round-ethereum-paradigm
47:11 Jack Dorsey NFT
https://www.theblockcrypto.com/linked/99023/twitter-ceo-jack-dorsey-sells-nft-of-first-ever-tweet
49:07 Nifty's V2 and MEME
https://dontbuymeme.medium.com/niftys-backed-by-major-investors-buys-into-meme-v2-date-announced-5eba2867ff86
50:55 Time Magazine NFT Auction
https://time.com/5948741/time-nft-covers/
52:42 Fidelity BTC ETF
https://www.theblockcrypto.com/linked/99279/fidelity-bitcoin-etf-filing
54:00 Chinese Digital Currency Anonymity
https://www.theblockcrypto.com/linked/98925/pboc-anonymous-cbdc-not-option
55:23 FATF Targeting DeFi
https://www.coincenter.org/a-quick-analysis-of-fatfs-2021-draft-cryptocurrency-guidance/
1:02:13 BitClout
https://decrypt.co/62162/bitclout-reaped-160m-tokens-pegged-celebs-followed-money
1:06:11 TAKES
1:06:21 NFTs, Simply Explained
https://twitter.com/jackbutcher/status/1374025919342477316?s=21
1:07:55 Efficiency
https://twitter.com/ryansadams/status/1375090768201793537?s=21
1:10:22 The Scalability Trilemma
https://twitter.com/defipulse/status/1374397104550944777
1:13:14 Dollar-Pegged Stablecoins...
https://twitter.com/RyanWatkins_/status/1375078200980742153?s=20
1:15:15 Rai is a Stablecoin
https://twitter.com/TrustlessState/status/1373781357797646342?s=20
1:18:00 What David's Excited About
1:25:58 What Ryan's Excited About
1:28:28 MEME OF THE WEEK
https://twitter.com/i/status/1373642150521360392
1:31:13 Closing & Disclaimers
THIS WEEK ON BANKLESS:
🦄 Uniswap V3 Alpha Leak (3/23): https://youtu.be/TRJYs7v7gYo
🎙️ ULTRA SOUND MONEY (3/22): https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Chris Spadafora is the Founder of BadgerDAO, a decentralized protocol that promotes the use of tokenized BTC in DeFi.
Like all our AMAs, the interview is live and incorporates questions from our Inner Circle Discord and live YouTube Chat. These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask questions!
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
Resources:
BadgerDAO
https://badger.finance/
Chris on Twitter
https://twitter.com/spadaboom1?s=20
THIS WEEK ON BANKLESS:
🦄 Uniswap V3 Alpha Leak (3/23): https://youtu.be/TRJYs7v7gYo
🎙️ ULTRA SOUND MONEY (3/22): https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
🗞️ Weekly Rollup (3/19): https://shows.banklesshq.com/p/-rollup-elon-musk-nft-song-stimulus
🧢 Weekly Action Recap (3/20): https://newsletter.banklesshq.com/p/another-1400-weekly-recap
✏️ Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
David Grider is a Digital Asset strategy researcher at Fundstrat, the independent research boutique firm. They advise high net-worth individuals, wealth advisors, and a number of actors throughout traditional finance.
They're on the frontier of educating finance natives and bridging Wall Street to crypto.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
SotN #39: Is Wall Street Going Bankless?
Guest: David Grider of Fundstrat
Is Wall Street going Bankless? What do they know about crypto? We bring on David Grider of Fundstrat to answer these important questions for us. If an asset is legitimate, it will inevitably end up on Wall Street, the heart-center of global finance. David embodies the growing bridge from traditional finance to crypto, and he sees the space as increasingly on the radar of high-level investors. Crypto should be understood as making the internet an emerging market.
For David, the tipping point came as crypto boasted a trillion-dollar market cap. The finance space is not uniform, and some spheres have been more quick to adapt and adopt than others. As crypto becomes more standardized and accepted, it will be easier to continue this trend in accordance with the Lindy effect – the idea that life expectancy decreases over time with things like technology and concepts.
A general willingness to adopt must also be paired with necessary technologies and infrastructure to support custody and investment vehicles, and these things take time. Wall Street is starting to recognize changes in the current monetary regime, and trailblazers like Fundstrat are making this change more real and accessible.
Resources:
David's Tweet Thread
https://twitter.com/David_Grid/status/1369417235761102855?s=20
Fundstrat
https://fundstrat.com/
David on Twitter
https://twitter.com/David_Grid?s=20
THIS WEEK ON BANKLESS:
🎙️ ULTRA SOUND MONEY (3/22): https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake
🗞️ Weekly Rollup (3/19): https://shows.banklesshq.com/p/-rollup-elon-musk-nft-song-stimulus
🧢 Weekly Action Recap (3/20): https://newsletter.banklesshq.com/p/another-1400-weekly-recap
⚫ Token Thursday - Ren (3/18): https://newsletter.banklesshq.com/p/rens-trillion-dollar-opportunity
✏️ Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Justin Drake is a researcher at the Ethereum Foundation and is leading the charge of applied cryptography to the Ethereum network. Last time he was on the podcast, we discussed cryptography as the foundation for what we called ‘Moon Math.’
This week, Justin returns to the show to discuss Ethereum’s economic engine and how its design decisions (EIP-1559, Proof-Of-Stake, Issuance, etc.) emerges as an incredibly bullish evolution of sound money: Ultra Sound Money.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
🎙️ 57 - Ultra Sound Money | Justin Drake
Last time Justin was on the Bankless podcast, we went in-depth about cryptocurrency's primitive tools: cryptographic hashes and signatures. He described these as the fire and wheel of cryptography technology. This time, we dive into the specific economic design of the Ethereum network and how it is positioned to expand upon the 'stone-age' cryptography of Proof of Work.
Given Ethereum's expressive capabilities, its future has infinite possibilities in terms of both innovation and development. To explore Ethereum's value proposition as Ultra Sound Money, we use the model of the Ethereum Economic Engine. In this metaphor, the basic energy harnessed is monetary value, stored in the 'engine' battery via tokens. The engine itself is structured by the network's consensus mechanism, Proof of Stake. The engine's efficiency is maximized through the issuance structures proposed in EIP-1559.
All of these components (explored in great detail throughout the conversation) contribute to the concept of ETH as 'Ultra Sound Money.' Soundness describes the degree of efficiency and security in the storage and exchange of monetary value. Economic security, anti-fragility, optimized issuance, efficiency, and scarcity combine to create a robust, maximally effective network. This could be the best episode we've ever recorded. ETH is Ultra Sound Money. Pass it on.
🧑🎓 Want access to this episode's exclusive Debrief? Join the Bankless Nation:
https://shows.banklesshq.com/p/exclusive-debrief-ultra-sound-money
Topics Covered:
0:00 Intro
5:08 The Economic Side of ETH
11:40 Ethereum's Economic Engine
24:00 Integration, The Meme, and Monetary Premiums
35:23 Sound Money & Economic Security
42:58 Cryptoeconomic Horsepower
47:57 Load-to-Power (Towing Capability)
55:59 Competing at the Base Layer
1:02:17 Repairing the Engine (Defense)
1:20:18 POS Plutocracy? Trust?
1:24:43 Engine Fuel
1:33:13 Engine Resilience
1:38:33 Redundance & Security
1:49:10 Stealth & Insurance
1:59:01 Economic Efficiency
2:09:11 Ultra Sound Money
2:18:00 ETH is Money
2:24:12 Hard Money
2:33:13 Closing & Disclaimers
RESOURCES
The Bull Case for Cryptography
https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography
ETH is Ultra Sound Money
https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday
Justin’s Research
https://ethresear.ch/u/justindrake/summary
Justin on Twitter
https://twitter.com/drakefjustin?s=20
THIS WEEK ON BANKLESS:
🗞️ Weekly Rollup (3/19): https://shows.banklesshq.com/p/-rollup-elon-musk-nft-song-stimulus
🧢 Weekly Action Recap (3/20): https://newsletter.banklesshq.com/p/another-1400-weekly-recap
⚫ Token Thursday - Ren (3/18): https://newsletter.banklesshq.com/p/rens-trillion-dollar-opportunity
✏️ Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
TOPICS COVERED:
0:00 Intro
1:00 MARKETS
1:10 BTC Price
1:55 ETH Price
3:00 DeFi: TVL, DPI, DPI/ETH
5:41 AssetDash
https://assetdash.com/
7:23 ETH in Smart Contracts vs. Exchanges
https://twitter.com/sassal0x/status/1371648558122737665?s=20
10:05 Anniversary of ETH’s $90 Low
https://twitter.com/AlexanderFisher/status/1370719570789609472?s=19
13:31 Uniswap Dominating Dexes
https://twitter.com/spencernoon/status/1371937457449676802?s=20
15:49 DPI Performance
https://twitter.com/BigSky_7/status/1371169093764722690?s=20
16:44 RELEASES
19:10 zk.money
https://zk.money/
22:25 Superfluid - Cashflows
https://www.superfluid.finance/
26:05 Argent Layer 2
https://www.argent.xyz/blog/layer-2-plans/
26:45 OpenZeppelin Sentinels
https://blog.openzeppelin.com/introducing-sentinels/
28:02 SafeSnap - Decentralized Governance
https://blog.gnosis.pm/introducing-safesnap-the-first-in-a-decentralized-governance-tool-suite-for-the-gnosis-safe-ea67eb95c34f
30:26 Gemini $GUSD on Aave?
https://twitter.com/tyler/status/1371960808498982917?s=20
33:34 FLI Index - Indexcoop x DeFi Pulse
https://twitter.com/indexcoop/status/1372268192530243584?s=21
35:35 0x Live on BSC
https://blog.0xproject.com/0x-protocol-is-now-live-on-binance-smart-chain-d9329fc974ad
38:03 Ether Cards - New NFTs
https://sale.ether.cards/
39:07 NEWS
39:26 Stimmies & Crypto
https://www.marketwatch.com/story/americans-ready-to-plow-10-of-stimulus-checks-into-bitcoin-and-stocks-survey-says-11615823512
42:25 Wealth in America
44:55 Morgan Stanley & Direct Crypto Access
https://www.cnbc.com/2021/03/17/bitcoin-morgan-stanley-is-the-first-big-us-bank-to-offer-wealthy-clients-access-to-bitcoin-funds.html
46:53 Meitu Buying ETH
https://twitter.com/frxresearch/status/1372206714255147008?s=20
49:22 Yearn v2 TVL
https://twitter.com/bantg/status/1372374377573011462?s=20
50:19 UNI Grants
https://twitter.com/uniswapgrants/status/1371893183454580738
52:39 PancakeSwap & Cream DNS Hijacking
https://www.theblockcrypto.com/linked/98353/defi-pancakeswap-cream-dns-hijackings
54:02 NFT Google Search Boom
https://twitter.com/Darrenlautf/status/1370980084820025348?s=20
55:04 Good Luck Brian?
https://www.businessinsider.com/bad-luck-brian-meme-nft-crypto-art-blockchain-ethereum-foundation-2021-3?utm_source=reddit.com
57:03 Elon Musk NFT Song
https://twitter.com/elonmusk/status/1371549960030842893?s=20
58:15 Tesla Meme Title Changes
https://i.redd.it/v0wt07kb47n61.jpg
59:04 NFTX Protocol
https://twitter.com/scott_lew_is/status/1371989298791251968?s=20
1:01:20 CFTC Investigating Binance
https://www.theblockcrypto.com/linked/98138/binance-us-investigation-report
1:04:11 Binance Hires Former US Senator
https://decrypt.co/60946/binance-hires-former-us-senator-to-help-navigate-regulations
1:04:44 Canada ETFs. USA Soon?
https://www.theblockcrypto.com/daily/98098/canada-bitcoin-etf-us-2021
1:06:27 Bill Gates, POW, and the Environment
https://www.nytimes.com/2021/03/09/business/dealbook/bill-gates-bitcoin.html
1:08:13 TAKES
1:08:43 ETH - Store of Value for the People
https://twitter.com/BanklessHQ/status/1371876278886875136?s=20
1:10:20 Three Types of People in Crypto
https://twitter.com/RyanSAdams/status/1372208566971535365?s=20
1:14:46 Porting Your Career to DeFi
https://twitter.com/sassal0x/status/1371305642179186692?s=20
1:18:28 What We're Excited About
https://www.linkedin.com/pulse/why-world-would-you-own-bonds-when-ray-dalio/
1:27:18 MEME OF THE WEEK
https://twitter.com/L_Nakaghini/status/1372216933546921987?s=20
1:27:51 Closing & Disclaimers
THIS WEEK ON BANKLESS:
🎙️ Podcast | 1confirmation (3/15): https://shows.banklesshq.com/p/-authenticity-in-crypto-1confirmation
🏴 SotN | Andrew Steinwold (3/16): https://shows.banklesshq.com/p/-sotn-38-the-state-of-nfts-with-andrew
✏️ ETH is Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Devin Finzer is Co-Founder & CEO of OpenSea, the largest decentralized NFT marketplace for buying and selling digital goods.
Like all our AMAs, this was streamed live and incorporated questions from our Inner Circle Discord and live YouTube Chat. These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask your questions!
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
Resources:
OpenSea
https://opensea.io/
Devin on Twitter
https://twitter.com/dfinzer?s=20
THIS WEEK ON BANKLESS:
📈 Market Monday (3/8): https://newsletter.banklesshq.com/p/eip-1559-on-the-horizon-market-monday
🎙️ Podcast | Bankless 2.0 (3/8): https://shows.banklesshq.com/p/-welcome-to-bankless-2021-edition
🛠️Tactic | Synthetic Stocks (3/9): https://newsletter.banklesshq.com/p/how-to-trade-synthetic-stocks
🏴State of the Nation | 3LAU (3/9): https://youtu.be/5KY9W3Ybmdc
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Andrew Steinwold is a respected voice in the NFT space and is managing partner of Sfermion, an NFT-native investment firm.
We unpack the recent NFT boom and digest the innovation, successes, failures, and lessons in the space as we reflect and move forward.
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS:
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
SotN #38: The State of NFTs, with Andrew Steinwold (Past, Current, and Future)
When Andrew was last on Bankless for 'The Bull Case for NFTs' in September 2020, the Nation was introduced to NFTs as an ocean of opportunity for democratizing value. The landscape for NFTs has changed drastically in the last 6 months, but Andrew's approach has remained generally similar.
Andrew updates us on his expectations on the future of NFTs in the context of the current boom. He addresses the notion of the 'NFT Bubble' and the blurred distinction between memes and value. We dive into Proof-of-Work vs. Proof-of-Stake and what makes for a genuine NFT – in terms of both content and distribution.
Through the trials of this cycle, we have found many NFT-specific insights and lessons. Andrew explores the successes and failures of experimentation in this space. We highlight Cryptopunks, which boasts an organic release, being the first of its kind, and mass community adoption.
RESOURCES:
The Bull Case for NFTs
https://newsletter.banklesshq.com/p/the-bull-case-for-nfts-jake-burkhman
Andrew on Twitter
https://twitter.com/AndrewSteinwold?s=20
Zima Red - Andrew's Podcast
https://andrewsteinwold.substack.com/
Sfermion
https://www.sfermion.io/
THIS WEEK ON BANKLESS
🗞️ Weekly Rollup (3/12): https://shows.banklesshq.com/p/rollup-march-2
🧢 Weekly Action Recap (3/13): https://newsletter.banklesshq.com/p/weekly-action-recap-683
🛠️ Trading Synthetic Stocks (3/9): https://newsletter.banklesshq.com/p/how-to-trade-synthetic-stocks
🏴 State of the Nation | 3LAU (3/9): https://youtu.be/5KY9W3Ybmdc
✏️ The Digital Culture Revolution: https://newsletter.banklesshq.com/p/defi-options-strategies-for-traders
⚫ The Case for $100 SUSHI: https://newsletter.banklesshq.com/p/the-case-for-100-sushi
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Nick Tomaino and Richard Chen are partners at 1confirmation, a crypto venture fund with $75M+ in assets under management (AUM).
In this episode, we explore the relationship between narratives and fundamentals in the space.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
Topics Covered:
0:00 Intro
3:05 How this bull market feels
10:57 1confirmation's Thesis
14:40 Authenticity
18:26 Crypto-Natives vs. the fakes
26:05 Authentic 'ETH Killers,' Fake VC Chains
38:58 BinanceChain
43:53 Narratives vs. Fundamentals
49:30 On-Chain Verifiable Authenticity
1:01:00 MaRkEtS aRe eFfiCiEnT
1:05:07 Narrative Bull, Fundamental Bear
1:10:31 Dune Analytics & Data
1:20:25 What's The Next Big Thing?
1:24:02 The Changing Landscape
1:33:13 Bull Market Predictions
1:39:32 Closing & Disclaimers
Resources:
Nexus Tracker
https://nexustracker.io/
Richard's Superrare dashboard
https://duneanalytics.com/rchen8/superrare_4
Crypto Art
https://cryptoart.io/
Three Underrated Predictions
https://thecontrol.co/under-the-radar-product-trends-2020-recap-and-2021-predictions-61125c98415
Dune Analytics Blog: The Revolution Will Not Be Reported Quarterly https://duneanalytics.com/blog/revolution-not-quarterly
1confirmation
https://www.1confirmation.com/
Nick on Twitter:
https://twitter.com/NTmoney?s=20
Richard on Twitter
https://twitter.com/richardchen39?s=20
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS:
http://bankless.cc/consensus2021
CATCH UP ON BANKLESS
🗞️ Weekly Rollup (3/12): https://shows.banklesshq.com/p/rollup-march-2
🧢 Weekly Action Recap (3/13): https://newsletter.banklesshq.com/p/weekly-action-recap-683
🛠️ Tactic | Synthetic Stocks (3/9): https://newsletter.banklesshq.com/p/how-to-trade-synthetic-stocks
🏴 State of the Nation | 3LAU (3/9): https://youtu.be/5KY9W3Ybmdc
✏️ The Digital Culture Revolution: https://newsletter.banklesshq.com/p/defi-options-strategies-for-traders
⚫ The Case for $100 SUSHI: https://newsletter.banklesshq.com/p/the-case-for-100-sushi
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
http://bankless.cc/consensus2021
MARKETS
BTC Price: $55k
ETH Price: Low-Mid 1800s Mostly
TVL in DeFi: $41.2B
$DPI: ~$450
MEV Dashboard
https://explore.flashbots.net/
DeFi Undervalued? Coinbase vs. DeFi
https://twitter.com/StaniKulechov/status/1369314364944244737?s=20
Global Banking $6.2 Trillion, DeFi $85B
https://twitter.com/0x_Lucas/status/1369808216490602498?s=20
$3B valuation BlockFi:
https://twitter.com/BlockFiZac/status/1370012146503929856?s=20
DAOs With Treasury Reports
https://twitter.com/Matthew_Graham_/status/1367521656927838209?s=20
GBTC Trading 15% Below BTC Spot Prices
https://www.coindesk.com/grayscale-halts-new-investments-in-gbtc-after-trading-at-15-below-bitcoin
RELEASES
Send From Arbitrum to xDAI (Hop Protocol)
https://twitter.com/HopProtocol/status/1367914160483299332?s=20
Optimism Dai Bridge with Fast Withdrawals
https://forum.makerdao.com/t/announcing-the-optimism-dai-bridge-with-fast-withdrawals/6938
Superfluid
https://twitter.com/superfluid_hq/status/1369676939913486337?s=21
FEI Protocol
https://www.coindesk.com/coinbase-naval-framework-ventures-19m-raise-fei-stablecoin
NEWS
$1.9T Covid Relief Bill and $1400 Stimulus Checks
https://www.nbcnews.com/politics/congress/senate-passes-1-9-trillion-covid-relief-bill-including-1-n1259795
Fed Says Reopening Could Cause Inflation
https://www.cnbc.com/2021/03/04/fed-chairman-powell-says-economic-reopening-could-cause-inflation-to-pick-up-temporarily.html
EIP1559 Approved for London Hard Fork
https://twitter.com/TimBeiko/status/1367858606889037824?s=20
EIP1559 - Front Page of Bloomberg
https://i.redd.it/hdgboaz8xml61.jpg
ETH Miners Protesting EIP-1559
https://cointelegraph.com/news/ethereum-miners-plot-hash-power-show-of-force-against-eip-1559
Meitu Buys $22M ETH, $17.9M BTC
https://twitter.com/TrustlessState/status/1368639534770966537?s=20
Beeple NFT $69M
https://www.telegraph.co.uk/technology/2021/03/11/digital-artwork-snapped-69m-record-sale
NFT Environmentalism
https://joanielemercier.com/the-problem-of-cryptoart/
SuperRare Response
https://medium.com/superrare/no-cryptoartists-arent-harming-the-planet-43182f72fc61
US Lawmakers Introduce Crypto Bill
https://www.coindesk.com/lawmakers-digital-asset-regulation
Wyoming DAO Bill
https://twitter.com/awrigh01/status/1369328856260354051?s=20
NBA Top Shot Freezes Funds
https://defited.medium.com/my-centralized-experience-dapper-3d3e3a99cbd7
New Grayscale Job Postings - ETF?
https://twitter.com/coindesk/status/1369451478428090369?s=21
JPMorgan Crypto Proxy Basket
https://www.coindesk.com/jpmorgan-to-launch-cryptocurrency-exposure-basket-of-bitcoin-proxy-stocks
Logan Paul Sponsored Tweet Paid in SFI
https://twitter.com/Buhlaque/status/1369149498098860041?s=20
TAKES
Everything is Broken
https://www.zerohedge.com/markets/mauldin-everything-broken
Reinvesting in Crypto
https://twitter.com/ryansadams/status/1368944228382965765?s=21
Steinworld’s Ethspansion from Genesis
https://twitter.com/takenstheorem/status/1351409209305305090?s=20
Today Show Laughing About NFTs
https://twitter.com/econoar/status/1369344244880527361?s=20
MEME
L2 vs ETH Killers
https://www.instagram.com/p/CMLVE2YAQQ2/
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Justin Blau, known by his stage name 3LAU, is a DJ turned crypto-entrepreneur. At the end of February, he auctioned collectible NFTs for his 'Ultraviolet' album for a record-setting $11.7M.
We look under the hood of 3LAU's story, diving into what this means for crypto and the disruption of the music industry.
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
SotN #37: 3LAU | The Frontier of NFTs
Justin Blau, known by his stage-name 3LAU, has been experimenting in the crypto space since 2014. From February 25-28, he auctioned a total of 33 NFTs commemorating his album 'Ultraviolet', originally released in 2018. 3LAU discusses how he applied his knowledge of game theory to optimize the auction mechanism. The sales totaled $11.7M.
3LAU's biggest takeaway from all this is that the music industry is ripe for disruption. NFTs can remove intermediaries and bridge the gap between fans and creators. Transparent, immutable digital goods are increasingly accessible to the public. These tools promote direct-to-consumer transactions, democratization of data, and self-distribution.
The argument here is that given the technology of distributed ledgers, record labels are now obsolete. With an investable layer, fans are able to contribute capital and hold equity in an artist's work. 3LAU is pioneering how decentralized tokens can be optimized for medium-dependent art spaces. The future of art is decentralized, allowing infinite collaborative possibilities among fans and creators of all forms of media.
Justin on Twitter
https://twitter.com/3LAU?s=20
3LAU Website
https://3lau.com/
3LAU NFT Auction
https://nft.3lau.com/#/auction
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
http://bankless.cc/consensus2021
CATCH UP ON BANKLESS:
🗞️ Weekly Rollup (3/5): https://shows.banklesshq.com/p/-rollup-3lau-and-grimes-nfts-paypal
🧢 Weekly Action Recap (3/6): https://newsletter.banklesshq.com/p/weekly-action-recap-177
📈 Market Monday (3/8): https://newsletter.banklesshq.com/p/eip-1559-on-the-horizon-market-monday
🎙️ Podcast | Bankless 2.0 (3/8): https://shows.banklesshq.com/p/-welcome-to-bankless-2021-edition
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Happy 1-year Anniversary to the Bankless Podcast! We sum up the show’s first nine episodes in this single canonical mega-podcast, updating our answers to the big questions – What Does It Mean To Go Bankless? What Is DeFi? How Do I Get started?
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
Topics Covered
I. Why Are We Going Bankless? (0:00 - 29:09)
- Need for Self-Sovereign Money
- Current Banking System is Corrupt
II. How Crypto Fixes Money (29:10 - 41:45)
- Protocols are Credibly Neutral
- Universally Accessible
III. Crypto As A Parallel Financial System (41:46 - 1:00:42)
- What is Money?
- Parallel Monies, Parallel Tech
IV. The Bankless Money Stack (1:00:43 - 2:11:30)
- BTC & ETH Value Propositions
- The DeFi Value Proposition
V. Why Crypto Is Inevitable (2:11:31 - 2:34:24)
- Game Theory & Gresham’s Law
VI. How To Get Started (2:34:25 - 2:48:10)
- Get Crypto Money
- Take Self-Custody
- Start Using DeFi
VII. The Journey West (2:48:11 - 2:59:38)
- Once-In-A-Lifetime Multi-Decades Event
- The Bankless Journey is Ambitious, Risky, and Highly Rewarding
Resources:
Guide to Going Bankless:
https://newsletter.banklesshq.com/p/-guide-1-starting-with-bankless
St. Louis Fed Report
https://research.stlouisfed.org/publications/review/2021/02/05/decentralized-finance-on-blockchain-and-smart-contract-based-financial-markets
Designing Ethereum | Vitalik Buterin
https://www.youtube.com/watch?v=-R0j5AMUSzA&t=6522s&ab_channel=Bankless
Episode #2: The Evolution of Monetary Policy
https://shows.banklesshq.com/p/episode-2-the-evolution-of-monetary
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS:
http://bankless.cc/consensus2021
CATCH UP ON BANKLESS:
🗞️ Weekly Rollup (3/5): https://shows.banklesshq.com/p/-rollup-3lau-and-grimes-nfts-paypal
🧢 Weekly Action Recap (3/6): https://newsletter.banklesshq.com/p/weekly-action-recap-177
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Download the crypto meta to your brain in this weekly show.
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
MARKETS
BTC Price
$50-$52k
ETH Price
$1500-$1600
TVL in DeFi
$40B
DPI
$420
NUPL
https://studio.glassnode.com/metrics?a=ETH&category=&m=indicators.NetUnrealizedProfitLoss&mAvg=7&mMedian=0&zoom=all
Bitwise DeFi Index Fund - $32.5m
https://www.coindesk.com/bitwise-defi-index-fund-sec-filing-growth
DeFi Revenue Chart
https://www.theblockcrypto.com/data/decentralized-finance/protocol-revenue
Grayscale Premiums
https://twitter.com/rleshner/status/1365679532808806401?s=20
RELEASES
Google Finance 'Crypto' tab
https://www.google.com/finance
zkSync Investing Round
https://twitter.com/zksync/status/1366387870735495169?s=20
Sushi going Multichain
https://twitter.com/josephdelong/status/1367226781393166336?s=21
Alpha On BinanceChain
https://blog.alphafinance.io/alpha-homora-embraces-multi-chain-future-starting-with-binance-smart-chain-bsc/
MetaMask & Layer 2
https://twitter.com/MetaMask/status/1367229353046790146?s=20
Zerion integrating Polychain
https://twitter.com/zerion_io/status/1367528734148886528?s=20
Alchemix Platform - 100M DAI
https://twitter.com/scupytrooples/status/1366029422839570432?s=20
B.Protocol-Compound Integration
https://medium.com/b-protocol/b-protocol-compound-integration-is-live-fe026ba7b301
Kings Of Leon Album NFT
https://www.rollingstone.com/pro/news/kings-of-leon-when-you-see-yourself-album-nft-crypto-1135192/
Introducing ‘Gateway’
https://medium.com/compound-finance/gateway-623f6f48d2b6
NEWS
Citigroup Report on Crypto
https://www.cnbc.com/2021/03/01/bitcoin-btc-is-at-a-tipping-point-citi-says.html
Paypal To Buy Curv
https://www.coindesk.com/paypal-to-buy-crypto-custody-firm-curv-sources
Paypal & Smart-Contracts?
https://twitter.com/mdudas/status/1367525905761984517?s=20
MicroStrategy Buys BTC - $15m
https://decrypt.co/59789/microstrategy-invests-15-million-in-bitcoin-adding-to-4-3-billion-stash
Furucombo Exploit - $14m
https://www.theblockcrypto.com/linked/96572/defi-building-block-service-furucombo-exploited-for-14m
Fed Looking At Digital Dollar
https://markets.businessinsider.com/currencies/news/fed-digital-dollar-jerome-powell-congress-issue-crypto-bitcoin-2021-2-1030114663
Grimes $5.8 Million NFT Auction
https://cointelegraph.com/news/musician-grimes-debut-nft-auction-generates-5-8m-in-20-minutes
3LAU $11.6M NFT Sale
https://thissongissick.com/post/3lau-11-million-nft-auction/
Ubisoft Bring NFTs into Games
https://twitter.com/bruhagan/status/1366711237632004098?s=20
NFT Bull Market
https://twitter.com/spencernoon/status/1367495101681983490?s=20
Canada Filing For ETH ETF
https://www.theblockcrypto.com/linked/96813/evolve-funds-eth-etf-filing-canada
BitMEX’s Arthur Hayes Expected To Surrender
https://twitter.com/ppogodin/status/1367189056212398081?s=21
TAKES
Burniske Advice to entrepreneurs
https://twitter.com/cburniske/status/1367231116529180672?s=20
BSC Speedrunning DeFi summer
https://twitter.com/sassal0x/status/1367437987185709062?s=20
ETH's Moat is EVM
https://thedailygwei.substack.com/p/the-evm-is-the-moat-the-daily-gwei
Full Blocks Maximalist
https://twitter.com/TrustlessState/status/1367364003521986561?s=20
ETH Maxis: Bitcoin is a Worthless Meme Coin
https://twitter.com/ashleighschap/status/1366903062091210754?s=20
MEME
https://www.instagram.com/p/CLzwCdIgiXH/?igshid=1rmy63avudo2t
Not financial or tax advice. This channel is strictly educational. This channel is NOT: investment advice, a solicitation to buy/sell any asset, tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. See Bankless investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Matt Hougan, CIO of Bitwise, joins Bankless for this week's State of the Nation!
Founded in 2017, Bitwise Asset Management pioneered the first cryptocurrency index fund and provides rules-based exposure to the cryptoasset space. Learn about Bitwise's newest product, their DeFi Crypto Index Fund.
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
SotN #36: Bitwise DeFi Crypto Index | CIO Matt Hougan
Bitwise is connecting DeFi assets to the world of ‘big money.’ Matt Hougan is CIO (Chief Investment Officer) of Bitwise, and before moving into the crypto space, he pioneered the ETF investment vehicles in the world of traditional finance.
Matt, with his dog by his side, posits that there are three ‘buckets’ of wealth in America where capital is pooled. The first is ‘Self-Directed Retail Investors,’ who has bootstrapped crypto from the ground up. The second is ‘Institutional Investors,’ including Venture Capital Firms, Endowments, Foundations, and other large funds. The third – and most neglected – is capital under the ‘Financial Advisor’ umbrella. This is where the 1%-er money is, and this bucket is just now gaining access to the crypto space.
The Financial Advisor bucket holds $30-$40 Trillion in assets, and the minds in this space are changing as crypto is increasingly legitimized through improving infrastructure and the strong recovery from the 2017 cycle. Building efficient vehicles to bridge this wealth into crypto is critical for large-scale adoption.
This is where Bitwise comes in. Bitwise manages around $1 Billion in assets and created the first Crypto Index Fund, offering a variety of products to retail investors, accredited investors, and financial advisors. Most recently, Bitwise launched its DeFi Crypto Index Fund, exposing financial advisors to the world of DeFi. Analogues to Legacy Finance like Price-to-Earnings Ratios and Cash Flows make DeFi compelling and understandable, but DeFi is showing itself to be “cheaper, more efficient, more open, more transparent, [and] more verifiable.”
RELEVANT LINKS:
Matt on Twitter:
https://twitter.com/Matt_Hougan?s=20
Bitwise:
https://www.bitwiseinvestments.com/
Matt's CFA Report on Cryptoassets:
https://www.cfainstitute.org/-/media/documents/article/rf-brief/rfbr-cryptoassets.ashx
Makerburn
https://makerburn.com/#/
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
http://bankless.cc/consensus2021
CATCH UP ON BANKLESS:
🗞️ Weekly Rollup (2/26): https://shows.banklesshq.com/p/-rollup-big-dip-nft-culture-coinbase
🧢 Weekly Action Recap (2/28): https://newsletter.banklesshq.com/p/weekly-action-recap-f41
📈 Market Monday (3/1): https://newsletter.banklesshq.com/
🎙️ Podcast with Mark Cuban (3/1): https://shows.banklesshq.com/p/-why-defi-is-the-future-mark-cuban
🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
Mark Cuban needs no introduction, but the entrepreneur and Shark Tank host has an impressive depth of knowledge of the crypto space, and he has a particular ability to break complicated subjects into simple, digestible ideas.
Listen as we talk DeFi, NFTs, Ethereum, and the future of finance with Mark Cuban!
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS
https://bankless.cc/gridplus
Don't stop at the video!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
💪BECOME A BANKLESS PREMIUM MEMBER:
http://bankless.cc/membership
🔒Subscribe before March 1 to lock in $12/month for life!
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
📣LATTICE - NEXT GENERATION OF HARDWARE WALLETS
https://bankless.cc/gridplus
MARKETS
BTC Price
$50k - Dip after breaking $58k
ETH Price
Broke $2k - Hanging in mid-$1600s with Dip
TVL in DeFi
Peaked at $43B - Now at $35B
$DPI - $370
Biggest Day Ever for DEX Volume
https://twitter.com/duneanalytics/status/1364473902177677313?s=21
DeFi Pulse Releases New Cryptodollars Page
https://twitter.com/defipulse/status/1364310453959200780?s=20
Retail Isn’t Here Yet
https://twitter.com/lawmaster/status/1364941277129768964?s=20
RELEASES
Optimism dope hires
https://twitter.com/optimismPBC/status/1364705156705579009
Andreessen Horowitz on Optimistic Rollups
https://a16z.com/2021/02/24/investing-in-optimism/
Dydx Layer 2 w/ ZK-Rollup
https://dydx.exchange/blog/alpha
Chainlink Saving Massively on Gas
https://decrypt.co/59244/chainlinks-latest-upgrade-a-rapid-evolution-for-defi-ceo-sergey-nazarov
Balancer Aave Partnership
https://medium.com/balancer-protocol/balancer-partners-with-aave-to-build-the-first-v2-asset-manager-d9c173330151
Zapper NFT Dashboard
https://twitter.com/DeFi_Dad/status/1364308685753843726?s=20
Alchemix
https://twitter.com/AlchemixFi/status/1363658484303097858
Tim Beiko proposal for EIP1559 inclusion in London ETH 1 hard fork
https://github.com/ethereum/pm/issues/254
NEWS
Fedwire goes down
https://www.cnbc.com/2021/02/24/the-feds-system-that-allows-banks-to-send-money-back-and-forth-is-down.html
Coinbase Files To Go Public
https://twitter.com/lawmaster/status/1364918649425973249?s=20
Nyan Cat NFT sells for 300ETH
https://foundation.app/NyanCat/nyan-cat-219
Alpha / Cream Repaying Funds
https://blog.alphafinance.io/joint-announcement-on-funds-repayment/
South Korea Bans Privacy Coins from Crypto Banks
https://news.bitcoin.com/south-korean-financial-regulator-confirms-privacy-coin-delistings-adds-new-guidelines-to-report-unusual-transactions
Square Buys $170mm BTC
https://twitter.com/DeItaone/status/1364319316750061570
MicroStrategy Buys $1.026B BTC
https://www.coindesk.com/microstrategy-buys-billion-dollars-bitcoin
Tether & Bitfinex New York Settlement - $18.5mm
https://www.theblockcrypto.com/post/95207/bitfinex-tether-new-york-ag-settlement-lawsuit
Brave Wallet + DEX Aggregator - Doubling down
https://twitter.com/brave/status/1364296807614930948?s=20
SoRare Professional Soccer (football) NFT Platform
https://sorare.com/
TAKES
Michael Burry (Big Short) On Inflation
https://markets.businessinsider.com/currencies/news/big-short-michael-burry-warns-inflation-bitcoin-gold-hedge-risk-2021-2-1030102452
NFT Inflection Point
https://twitter.com/jbrukh/status/1364785907379941377?s=20
Emotional Robbery by Web2 platforms
https://twitter.com/TrustlessState/status/1364786359932575745?s=20
Current Prices are the bottom of next Bear Cycle
https://twitter.com/cburniske/status/1363189837675646977?s=20
Ethereum the Employer
https://twitter.com/TrustlessState/status/1364603328601022467?s=20
Ryan's Jaded About Delegated POS
https://twitter.com/ryansadams/status/1364789743054159876?s=21
MEME
L2 Implementers Assemble
https://twitter.com/Crypt0xWife/status/1364044469323128833?s=20
I am Groot
https://twitter.com/Crypt0xWife/status/1363325351724806145?s=20
Don't stop at the video!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
UMA Protocol (https://umaproject.org/) provides open-source infrastructure for developers to efficiently create secure synthetic assets. Hart Lambur is Co-Founder.
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http://bankless.cc/membership
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS
https://bankless.cc/gridplus
Relevant Links:
UMA Protocol
https://umaproject.org/
Hart on Twitter
https://twitter.com/hal2001?s=20
Don't stop at the video!
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Guests:
Duncan & Griffin Cock Foster
We bring on the Cock Foster Twins, Co-Founders of Nifty Gateway, to the Bankless State of the Nation to discuss all things NFT and the roadmap to the metaverse.
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💪BECOME A BANKLESS PREMIUM MEMBER: Lock in $12/month for life before March 1!
http://bankless.cc/membership
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS
https://bankless.cc/gridplus
Relevant Links:
Nifty Gateway
https://niftygateway.com/
Duncan on Twitter
https://twitter.com/DCCockFoster?s=20
Griffin on Twitter
https://twitter.com/gcockfoster
Don't stop at the video!
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Guests:
Justin Moses - CTO of Synthetix
Robbie Ferguson - Co-Founder & President of Immutable
Matt Finestone - Head of Business Development at Loopring
We discuss how these three voices in the crypto space have been integral in building successful DeFi products on the Ethereum mainnet. Listen in for a deep-dive into the different methods these protocols have taken to implement their apps on an Ethereum Layer 2.
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✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
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👕 BUY BANKLESS TEE: https://merch.banklesshq.com/
💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership
AFTER THE SHOW DEBRIEF:
https://shows.banklesshq.com/p/exclusive-debrief-building-layer
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
Topics Covered:
0:00 Intro
5:14 Loopring & ZK-Rollups
13:17 Immutable NFTs & ZK-Rollups
17:31 Synthetix & Optimistic Rollups
21:03 Why Ethereum? Why Rollups?
39:24 Layer 2 Efficacy/Roadmaps
1:01:25 Composability
1:18:22 L2 On-Ramps
1:27:52 Does L2 Compete w/ ETH?
1:34:47 Closing & Disclaimer
Relevant Links:
Synthetix
https://synthetix.io/
Immutable
https://www.immutable.com/
Loopring
https://loopring.org/#/
An Incomplete Guide to Rollups (w/ Vitalik)
https://youtu.be/wcCHlqgGSH4
Don't stop at the video!
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
👕 BUY BANKLESS TEE: https://merch.banklesshq.com/
💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
📣LATTICE - NEXT GENERATION OF HARDWARE WALLETS
https://bankless.cc/gridplus
MARKETS
BTC Price
$52k - New High, Breaking $50k
ETH Price
$1900 - New High
TVL in DeFi
$41.8B - New High
$DPI
$440
More than 173K BTC on Ethereum
https://twitter.com/0xstark/status/1360035942115934208?s=21
New ATH For Ethereum Miner Revenues
https://twitter.com/lars_hl/status/1356259559057334272?s=20
Largest Banks by Market Cap ;)
https://companiesmarketcap.com/banks/largest-banks-by-market-cap/
ETH Balance on Exchanges Going Down
https://studio.glassnode.com/metricsa=BTC&category=&m=distribution.BalanceExchangesRelative
RELEASES
Beeple Brings the NFT Revolution to Christie’s
https://metaversal.banklesshq.com/p/beeple-brings-the-nft-revolution
Bitcoin ETF Coming to Canadian Exchange
https://blwk.omeclk.com/portal/wts/ucmcny2h%7CbbQaNeqo%7Cv9cFk2TRnhBHD3n
RAI Mainnet Launch (“RAI IS ETH”)
https://twitter.com/reflexerfinance/status/1362036488167444485?s=20
EulerBeats - Audio NFT's!
https://eulerbeats.com/
POOL Token
https://newsletter.banklesshq.com/p/-alpha-alert-pooltogether-airdrop
DexGuru: Another Bloomberg Terminal for DeFi
https://dex.guru/token/0x2260fac5e5542a773aa44fbcfedf7c193bc2c599
NEWS
Robinhood to enable Crypto withdrawals/deposits
https://twitter.com/Reuters/status/1362239190340145154?s=20
Yang Gang on the Crypto Train
https://twitter.com/andrewyang/status/1359992211186843649?s=21
Bitwise Launches New DeFi Fund for Accredited Investors
https://www.theblockcrypto.com/post/95129/bitwise-defi-fund-accredited-investors
This is How Governance Works (EIP-1559)
https://supporteip1559.org/
Dapper Labs raise $250m at $2B Valuation
https://www.coindesk.com/nba-top-shot-cryptokitties-firm-dapper-labs-raising-250m-at-2b-valuation-report
CREAM Exploit via Alpha (CREAM TVL Down 84%)
https://twitter.com/FrankResearcher/status/1360513422689984512?s=20
Largest Liquidation Event in DeFi History
https://twitter.com/TechnicalCrypto/status/1361184481655353348?s=20
Uniswap Has Processed over $100B in Volume
https://twitter.com/haydenzadams/status/1361356927226310668?s=20
Coinbase Powers Tesla BTC Buy
https://www.theblockcrypto.com/post/95146/coinbase-tesla-bitcoin-buy
Cryptopunk sells for 650 ETH
https://twitter.com/cryptopunksbot/status/1362437000041803778?s=20
TAKES
I found BinanceChain
https://twitter.com/RyanSAdams/status/1362471653117222913?s=20
Art is priced in ETH
https://twitter.com/econoar/status/1362200551849488388?s=20
Ethereum is An Emergent Structure
https://twitter.com/RyanSAdams/status/1360704029152727040?s=20
Michael Saylor Arbing the Boomer System
https://twitter.com/ErikVoorhees/status/1361741094732455939?s=20
MEME
Always Who You Most Suspect
https://www.instagram.com/p/CLTDaK7gvMy/?igshid=1pysho1sh3w4g
Don't stop at the video!
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures
An AMA with the Project Lead at Alpha Finance Lab, an Ecosystem of DeFi Products.
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma
📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus
AMA with Tascha from Alpha Finance
Alpha Finance Lab (https://alphafinance.io/ ) is an ecosystem of DeFi products including Alpha Homora (https://homora.alphafinance.io/), which released its V2 upgrade in January 2021. Tascha is Project Lead and Co-Founder.
Tascha on Twitter
https://twitter.com/tascha_panpan?s=20
Don't stop at the video!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
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https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Guests:
Mihailo Benjic & Sandeep Nailwal
We bring Mihailo & Sandeep of Polygon (formerly Matic) to the Bankless State of The Nation, to discuss Ethereum's Internet of Blockchains and Polygon's approach to connecting networks.
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
👕 BUY BANKLESS TEE: https://merch.banklesshq.com/
💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS
https://bankless.cc/gridplus
Relevant Links:
Polygon
https://polygon.technology/
Our Tactic on Using Polymarket
https://newsletter.banklesshq.com/p/how-to-bet-on-defi-with-polymarket
Sandeep on Twitter
https://twitter.com/sandeepnailwal?s=20
Mihailo on Twitter
https://twitter.com/MihailoBjelic?s=20
Don't stop at the video!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
👕 BUY BANKLESS TEE: https://merch.banklesshq.com/
💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
52 - The Crypto Milkshake Theory
Guest: Brent Johnson
Brent Johnson, known for his “Dollar Milkshake Theory,” is a macro-focused wealth manager. We discuss crypto from his broad perspective, focusing on the Federal Reserve, the Dollar, and our take on his ideas – The Crypto Milkshake Theory.
We observed the Federal Reserve coming into the limelight in the past year, with increased attention on Jerome Powell and other central bankers as they become more like players than referees.
Brent lays out how our system (and all fiat currencies) are built for exponential growth. An exponentially growing market will be increasingly susceptible to larger and more frequent volatility. This calls for stronger central bank action, which accelerates these fundamental issues.
Interestingly, Brent believes in the strength of the Dollar (at least in the short-term), expecting it to be the last fiat currency to get knocked out. The COVID-19 Crash in March 2020 was an example of this deflationary volatility, and Brent views the system’s current narrative as ripe for another market crash and dollar bull run.
On the crypto side of things, Brent sees assets like BTC as a valid store of value, and the advantages of non-sovereign wealth stores merit serious consideration. His concerns about the space involve the difficulties of using crypto as money and the power of governments to curb blockchain use. However, blockchain technology is a “genie out of the bottle” and is here to stay.
Brent on Twitter
https://twitter.com/SantiagoAuFund?s=2
Brent's Presentation on The Dollar Milkshake Theory
https://youtu.be/2qTOWuL7Zco
Don't stop at the video!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
👕 BUY BANKLESS TEE: https://merch.banklesshq.com/
💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership
GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
http://bankless.cc/consensus2021
MARKET
BTC Price
$47K (New high w/ Tesla $1.5B buy)
Flirting w/ $50k
ETH Price
$1800 (New high… again)
Passed 1 trillion transactions on Ethereum
https://twitter.com/etherscan/status/1357748137478131713?s=20
TVL in DeFi: Nearly $40B
$DPI: $408
DPI/ETH Daily Chart!
https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP
Touching $1B AUM in DAOs
https://twitter.com/DeepDAO_io/status/1357379114089472003?s=20
Crypto Art Sales Reach a Record $80 Million
https://decrypt.co/56998/crypto-art-sales-on-ethereum-reach-a-record-80-million
See Chart Here
https://cryptoart.io/data
Token Terminal
https://terminal.tokenterminal.com/dashboard/AMMs
ETH Powers over $30B in Stablecoins
https://twitter.com/spencernoon/status/1359650088306569216?s=21
Metamask Absolutely Printing Money
https://twitter.com/tomhschmidt/status/1359393949568303104?s=20
RELEASES
Matic Turning into Polygon
https://twitter.com/maticnetwork/status/1359206750239551492?s=20
Hashmasks made over $13 Million in First Week of Sales
https://blog.flipsidecrypto.com/hashmasks-on-opensea/
Ledger has integrated WalletConnect (DeFi)
https://decrypt.co/56993/ledger-owners-can-now-access-defi-from-ledgers-mobile-app
No Loss Prize Pool Builder is Live
https://medium.com/pooltogether/prize-pool-builder-9f9c95fad860
UMA Protocol Releasing “KPI Options” with Community Airdrop
https://twitter.com/UMAprotocol/status/1359745145793486849
SUSHI in Coinbase Custody
https://twitter.com/MessariCrypto/status/1359950434715262983?s=20
NEWS
TESLA BUYS BTC
https://twitter.com/carlquintanilla/status/1358758512613015554?s=20
CME: Nearly 400 ETH Futures Contracts Traded on First Day
https://www.theblockcrypto.com/linked/94262/cme-eth-futures-contracts-launch-first-day
MasterCard bringing Crypto onto Network
https://www.mastercard.com/news/perspectives/2021/why-mastercard-is-bringing-crypto-onto-our-network/
Huge Celeb NFT
https://twitter.com/MesutOzil1088/status/1359851478849122307?s=20
Hester Pierce, SEC Commissioner, says we’re ready for a Bitcoin ETF
https://www.coindesk.com/peirce-sec-coindesk-t
Twitter Considering Adding BTC to Balance Sheet
https://www.coindesk.com/twitter-considering-bitcoin-options-including-on-balance-sheet-exec-says
Coinbase uses 25% of all ETH gas
https://twitter.com/will__price/status/1357406288884432898?s=20
Federal Reserve of St. Louis loves DeFi (and apparently Bankless)
https://twitter.com/RyanSAdams/status/1358876105541881863?s=20
BNY Mellon Announcing it will offer Custody for Crypto
https://www.wsj.com/articles/bitcoin-to-come-to-america-s-oldest-bank-bny-mellon-11613044810
Yearn Hack and $11m loss
https://www.theblockcrypto.com/linked/93818/yearn-finance-dai-pool-defi-exploit-attack
Yearn Restores yDAI Vault and Compensates Hack Victims
https://thedefiant.io/yearn-restores-ydai-vault-and-compensates-hack-victims/
Avalanche Blockchain stopped working
https://www.coindesk.com/avalanche-developers-rush-client-patch-as-bug-slows-avalanche-transactions
TAKES
We’re nowhere close to the top
https://twitter.com/gerrrrrrrrrg/status/1358066872927858688?s=21
Let's talk about high gas fees
https://twitter.com/RyanSAdams/status/1359540327091167233?s=20
Early Adoption is Expensive and Clunky…. But just wait.
https://twitter.com/ashleighschap/status/1359185073543794689?s=21
1 Flippening Left
https://twitter.com/RyanSAdams/status/1359161920415236109?s=20
Memes are going to take ETH to 10k
https://twitter.com/TrustlessState/status/1359660705062899714?s=20
MEME
Jay-Z Confirmed Bankless
https://twitter.com/Crypt0xWife/status/1359381601919074309?s=20
Don't stop at the video!
Subscribe to the Bankless newsletter program
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https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS
http://bankless.cc/consensus2021
SotN #33: Joseph Lubin on CME ETH Futures (Future of ETH, 2021 Bull Run, Consensys)
We bring Joseph Lubin, co-founder of Ethereum and founder of Consensys, to the Bankless State of the Nation. We do a deep dive into the story of Ethereum, the joint futures of ETH and Consensys, and the current crypto Bull Market.
Topics Covered:
-The Story of ETH
-CME Futures
-ETH's roadmap with Proof-of-Stake and EIP1559
-2021 Bull Run
-Future of Consensys
Relevant Links:
Joseph on Twitter
https://twitter.com/ethereumJoseph?s=20
Consensys
https://consensys.net/
Don't stop at the video!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
51 - 2020 Reflections on Crypto and Beyond
Guest: Vitalik Buterin
We bring on Vitalik to digest the third of his recent posts on his website:
Endnotes on 2020: Crypto and Beyond
https://vitalik.ca/general/2020/12/28/endnotes.html
Vitalik wrote this post from Singapore, noting that 2020 was an extremely interesting year in which we faced “humanity’s first boss-level enemy since 1945.” However, it was also a year that brought much hope in areas like transportation, medicine, AI, and blockchains.
We have observed a transition in the Political economy from physical to digital – 2020 served as a high-octane accelerant for these changes. A key piece of this change is shifting emphasis from physical private goods to digital public goods. This transition requires creative solutions to the challenges of effective governance.
The phrase “digital nationalism” refers humanity’s recent tendency to polarize and how this extends to the internet. Both Bitcoin and Ethereum have undergone great schisms, resulting in hard forks like BCH and ETC. These phenomena in the rising political economy will likely continue.
Vitalik walks through the tricky relationship between our financial and non-monetary social motivations. Culture and narrative can be incredibly powerful tools for innovation, but altruistic people are not the only ones with access to these things.
Vitalik concludes with thoughts on the Big X - Big Government, Big Business, Big Tech, etc. This multidisciplinary “dense jungle” is populated by a variety of powerful groups with dynamic interrelationships, and blockchains & cryptocurrencies are set up to play a vital role.
Vitalik's Blog:
https://vitalik.ca/
Vitalik on Twitter:
https://twitter.com/VitalikButerin
Don't stop at the video!
Subscribe to the Bankless newsletter program
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https://twitter.com/ryansadams
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https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/
✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/
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GO BANKLESS WITH THESE SPONSOR TOOLS:
⭐️ AAVE - BORROW OR LEND YOUR ASSETS
https://bankless.cc/aave
🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
MARKET
BTC
37k
ETH
Touched 1.7K! (1 week after GameStop fiasco!)
Extremely Volatile in the 1.6k range
ETH/BTC Ratio
https://twitter.com/cburniske/status/1357179675986960384?s=20
TVL in DeFi: $33B
$DPI: $408
DPI/ETH 1-Day Chart!
https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP
AAVE from $300 to $520 in 2 days
https://www.coingecko.com/en/coins/aave
Settlement Value
https://money-movers.info/
Layer 2 Is Here
https://twitter.com/L2Wars/status/1356268228847267842?s=20
Alpha Finance originating more loans that Aave
https://twitter.com/jpurd17/status/1357353513773199360?s=21
Nexus Mutual All-Time Highs
https://twitter.com/mhonkasalo/status/1354702636130381825?s=20
RELEASES
HashMasks!
https://twitter.com/TheHashmasks
NFTX enabling liquidity providing for HashMasks
https://blog.nftx.org/how-to-become-a-hashmasks-liquidity-provider/
Balancer V2 Is Coming
https://twitter.com/BalancerLabs/status/1356638858465656832?s=20
Parsec Launch & Building for the Next 10 Years of DeFi
https://sheehan-95.medium.com/parsec-launch-building-for-the-next-10-years-of-defi-b3c82a47d225
Arbitrum Demo!
https://portal.arbitrum.io/
https://twitter.com/arbitrum/status/1354937176769892366
Goldfinch Introducing “Crypto Loans Without Collateral”
https://medium.com/goldfinch-fi/introducing-goldfinch-crypto-loans-without-collateral-fc0cad9d13e
Grayscale releases ‘Valuing Ethereum’ paper
https://twitter.com/sonnenshein/status/1357354359948984323?s=21
NEWS
Grayscale releases ‘Valuing Ethereum’ paper
https://twitter.com/sonnenshein/status/1357354359948984323?s=21
UNI & Aave Now in the Bitwise 10
https://twitter.com/BitwiseInvest/status/1355281829549334528?s=20
5 Potential New Greyscale Trusts?
https://www.coindesk.com/grayscale-may-have-laid-groundwork-for-5-more-potential-crypto-trusts
Aave in Greyscale
https://twitter.com/mrjasonchoi/status/1354759848529862659?s=20
https://twitter.com/jacobshiach/status/1354966787335409665?s=20
Visa’s Q1 Earning’s Call (Stablecoins, Payment Networks)
https://www.theblockcrypto.com/linked/93045/visa-earnings-call-crypto-strategy
Michael Saylor BTC Webinar indicates massive interest
https://www.bloomberg.com/news/articles/2021-02-03/bitcoin-proselytizer-saylor-says-over-1-000-firms-join-webinar
India to Ban Bitcoin?
https://www.cnbc.com/2021/01/30/the-indian-government-may-ban-cryptocurrencies-like-bitcoin.html
Logan Paul issues NFTs with Bondly
https://www.bondly.finance/
Big Names Into Crypto:
Ray Dalio on Bitcoin: https://www.bridgewater.com/research-and-insights/ray-dalio-what-i-think-of-bitcoin
Mark Cuban Likes ETH: https://twitter.com/iamDCinvestor/status/1354780502599860226?s=20
TAKES
DeFi tokens wealth: NFT Status
https://twitter.com/juliankoh/status/1356814988837588992
ETH’s Future is with ETH Holders
https://twitter.com/wongisrite/status/1356725612992335873?s=20
It’s okay to not own BTC
Pt 1: https://twitter.com/TrustlessState/status/1356988079714668548?s=20
GME drama a 20B ad for Bitcoin
https://www.cryptovantage.com/news/the-gamestop-stock-craze-is-basically-a-20-billion-ad-for-bitcoin/
Decentralized Robinhood Already Exists
https://twitter.com/zerion_io/status/1354889096502513665?s=20
MEME
https://twitter.com/TrustlessState/status/1357161023648657409?s=20
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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SotN32: Does DeFi Fix This? Cameron & Tyler Winklevoss ($GME Gamestop Short-Squeeze, Robinhood, Melvin Capital)
We bring Tyler & Cameron Winklevoss, founders of the Gemini Exchange and crypto-visionaries, to the Bankless State of the Nation. We do a deep dive into the market craze of the Gamestop ($GME) Short-Squeeze, r/Wallstreetbets, and what it means for the DeFi space.
Topics Covered:
-r/WallStreetBets
-Robinhood Retail vs. Institutional Elite
-Media & The Establishment
-Is Traditional Finance Broken?
-DeFi's Big Moment
-Gemini Updates
Cameron & Tyler Winklevoss had a heated appearance on CNBC last week to discuss the events of the Gamestop Short-Squeeze in the context of populism, the inequity of the current financial establishment, and cryptocurrency.
Their argument centers on the relationship between censorship and centralization –problems that don't exist in the crypto landscape. The $GME craze has been the epicenter of a growing protest against the institutional elite – this protest inherently calls for decentralization and distributed power. DeFi fixes this.
Brokerages like Robinhood having the power to limit trading based on a phone call is a war cry to adopt permissionless transacting. Cameron describes how this is an example of the people becoming disillusioned to the monopoly of modern money. The media establishment has vastly underestimated and vilified these "internet amateurs."
The Winklevi discuss how a money-making opportunity turned into a movement demanding institutional change, flaming the fires of broken trust after events like the '08 collapse. Public forums like Twitter and Reddit have become powerful tools to organize the masses, and the sentiments seen here reflect cryptocurrency's value propositions.
The big question remaining is how these events and arguments can serve as a rallying point for DeFi adoption. Cameron & Tyler are optimistic about DeFi's solutions to increasingly relevant and urgent problems in our current system.
Relevant Links:
Tyler Winklevoss on Twitter
https://twitter.com/tyler
Cameron Winklevoss on Twitter
https://twitter.com/cameron
Gemini Exchange
https://bankless.cc/go-gemini
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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50 - Crypto-Dollars, Regulation, and DeFi
Guest: Jeremy Allaire
Jeremy Allaire is a serial entrepreneur and the Co-founder and CEO of Circle, the firm behind USDC. He advocates for the U.S. crypto industry in Washington, paving the way for current and future regulation of cryptoassets.
USDC and other stablecoins saw a massive influx throughout 2020 into Ethereum and DeFi as demand skyrocketed, providing a glimpse of possible long-term impacts on the future of money. Jeremy argues for a full-reserve money system based on Austrian Economics, moving away from the money creation inherent to today's fractional-reserve systems.
Jeremy details the synergy between fiat stablecoins and non-sovereign, store-of-value, commodity assets. He envisions a future of synthetic digital currencies balanced by a basket of non-sovereign assets.
This is a vital time for instituting effective regulatory measures for cryptoassets and protocols, and as a front-line advocate, Jeremy stresses the importance of the crypto industry itself taking the initiative to front-run regulatory issues via creative innovation.
Jeremy self-describes as "cautiously optimistic" about establishing meaningful dialogue with regulators like Gary Gensler, Janet Yellen, and FinCen, focusing on specific issues like criminal abuse, self-sovereign identity, and consumer protection.
Jeremy concludes with broad market predictions and analysis of DeFi as a massively underrated space, with the long-term goal of DeFi interacting broadly with real-world identities.
This was an extremely interesting conversation that shed some much-needed light on stablecoins in a regulatory context, and Jeremy remains a key component throughout this development.
Resources:
Jeremy Allaire on Twitter
https://twitter.com/jerallaire
Circle
https://www.circle.com/
USDC
https://www.circle.com/en/usdc
Centre Consortium
https://www.centre.io/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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MARKET
BTC
$32,500, hanging in the low 30,000’s
ETH
$1480 (New High)
High-Highs, Lower Lows
TVL in DeFi: 26.5B
$DPI: $290
DPI/ETH 1-Day Chart!
https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP
Corrections
- Avg correction in bull market is 35%
- Every quarter has a correction
- Expect them
_______
RELEASES
ETH 2.0 available on Bitfinex
https://twitter.com/bitfinex/status/1352293087045947394?s=20
L2 is Coming
https://twitter.com/StaniKulechov/status/1351952652612067328?s=20
Coinbase offers secondary shares
https://www.theblockcrypto.com/linked/92251/coinbase-offer-secondary-market-private-shares-nasdaq
Kyber v3 launched a bunch of thing...focused on LPs
https://blog.kyber.network/kyber-3-0-architecture-revamp-dynamic-mm-and-knc-migration-proposal-acae41046513?gi=769375436a6f
Alpha Homora v2
https://newsletter.banklesshq.com/p/how-to-boost-your-yield-farming-reward
Vitalik’s Holy Grail for Rollups
https://twitter.com/StarkWareLtd/status/1354061268731179010?s=20
Comparing Layer 2 Solutions
https://indexed.wtf/
Uniswap WBTC-ETH and USDC-ETH LP Token Vaults are Live
https://twitter.com/nomos_paradox/status/1354280885936250881?s=21
https://vote.makerdao.com/executive/collateral-onboarding-debt-ceiling-adjustments-other-changes?network=mainnet#proposal-detail
https://daistats.com/#/
_______
NEWS
Track Placeholder Ventures on Chain
https://messari.io/screener/placeholder-ventures-portfolio-AD10BC17
Public Company buys BTC (Marathon Patent Group)
https://www.theblockcrypto.com/post/92378/nasdaq-marathon-patent-group-buys-bitcoin-btc-treasury-reserves
MicroStrategy bought even more BTC
https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/financial-document-archive/Form-8-K_jan-22-2021.pdf
Yellen on Cryptocurrencies
https://www.theblockcrypto.com/linked/92028/yellen-treasury-senate-cryptocurrencies?utm_source=cryptopanic&utm_medium=rss
Miami Mayor is hot for BTC
https://twitter.com/FrancisSuarez/status/1354488469091975168
ConsenSys partners with BSN (China)
https://www.coindesk.com/ethereum-based-consensys-quorum-partners-with-chinas-bsn-blockchain
Dot’s popularity in China
https://decrypt.co/55163/polkadot-china-hottest-crypto
DyDx raises $10mm Series B Funding
https://t.co/uZ2wFoyv3e
Genesis did $20B in Lending in 2020
https://info.genesistrading.com/hubfs/Genesis%20-%20Quarterly%20Reports/Genesis%20Q4%20Report.pdf
DyDx did $18B in Lending in 2020
https://drive.google.com/file/d/1j2IIXIfGOnfiwfVDlK8RORa6jbsBjp52/view
Mark Cuban & Soulja Boy minting NFT’s
Cuban: https://twitter.com/mcuban/status/1354497954732761088?s=20
Soulja Boy: https://twitter.com/souljaboy/status/1354486572037492736?s=19
_______
TAKES
Ethereum not blockchain
https://twitter.com/JayeHarrill/status/1352027529331134464?s=20
PoS vs PoW on energy
https://twitter.com/pythianism/status/1353782557884641281?s=20
Institutions adopt “ETH is Money”
https://www.coindesk.com/institutional-investors-ether-rally
DeFi paying users instead of advertisers (airdrops were sick)
https://twitter.com/erikvoorhees/status/1353939463202893824?s=21
Banks charging negative interest
https://twitter.com/q9fmz/status/1354048620253868032?s=21
_______
WSB / GAMESTOP
https://markets.businessinsider.com/news/stocks/gamestop-stock-short-seller-squeeze-losses-reddit-traders-citron-gme-2021-1-1030000080
https://www.theblockcrypto.com/linked/92959/rep-tlaib-congress-robinhood-gamestop
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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AMA with Yaniv Tal, Project Lead at Graph Protocol
The Graph (https://thegraph.com/) is an Indexing protocol that organizes data from blockchains, making decentralized data interoperable and easily accessible.
Yaniv on Twitter:
https://twitter.com/yanivgraph?s=20
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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SotN31: The Rise of SushiSwap, with 0x Maki (Sushi vs Uniswap, Differentiation, Future of Sushi)
We bring 0xMaki, a core contributor to the SushiSwap DEX, to the Bankless State of the Nation, to get into the story behind Sushi's rise out of the depths of the 3 month DeFi bear market!
Topics Covered:
- The Sushi Story Thus Far
- SushiSwap Differentiation
- Integrations and Partnerships
- The Future of SushiSwap
- The Future of DeFi
We begin with a history of the SushiSwap project and its migration from Uniswap. Maki takes us through the structures of the Sushi Ecosystem and discusses the role of Chef Nomi on the trajectory of the exchange in its turbulent beginnings.
Maki argues for a flexible, bottom-up, and community-based approach, with an emphasis on integration with other protocols like Yearn Finance, Polkadot, and Cream. We discuss Sushi’s remarkable comeback from its early struggles in 2020, and how its current volume of over $100mm daily is a result of the efforts of its diehard community.
Maki differentiates the SushiSwap Protocol from that of its sibling Uniswap, as well as the asset $SUSHI from the asset $UNI. Maki contends that Sushi’s fast-moving UI development and integration with external partners set SushiSwap apart from other DEXes.
Maki is optimistic about the adoption of Layer 2 Scaling Solutions throughout DeFi in 2021 and lays out some of SushiSwap’s ambitious plans for the future, including optimizing gas fees and user experience.
Lastly, Maki discusses the future of DeFi, arguing for compatibility and coexistence among decentralized protocols.
Relevant Links:
BentoBox
https://boringcrypto.medium.com/bentobox-to-launch-and-beyond-d2d5dc2350bd
SushiSwap Exchange
https://sushiswap.fi/
SushiSwap’s Roadmap for 2021
https://sushiswapchef.medium.com/2021-3e1f45cf86a2
SushiSwap Forum
https://forum.sushiswapclassic.org/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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49 - Moon Math: The Bull Case for Cryptography
Guest: Justin Drake
Justin Drake is a researcher at the Ethereum Foundation and is leading the charge of the application of cryptography to Ethereum.
Justin speaks about how far with come in the cryptocurrency industry, with only two extremely primitive tools: cryptographic hashes and signatures; the fire and wheel of applied cryptography.
Justin leads us through a cryptographic-enabled world, where more recent breakthroughs in applied cryptography supplement hashes and signatures. Multi-party computation, fully-homomorphic encryption, SNARKs, verifiable-delay functions, these are all cryptographic tools that are yet-to-be harnessed by the Ethereum blockchain.
Importantly, all of these new modern cryptographic tools are developed well beyond theoretical concepts; all that is left is for talented developers to put rubber to pavement.
Justin walks the listeners through the user story of a user making a transaction on Uniswap, and discusses how cryptographic tricks can make the entire user process more secure and more trustless.
We finish with a discussion about the long term fate of the Bitcoin blockchain, and its collision course with quanton computing, which threatens to break some of the crucial features that makes Bitcoin, Bitcoin. Justin provides a roadmap for the decoupling of BTC the asset from Bitcoin the blockchain, using a cryptographic two-way bridge between Bitcoin and an alternative new host blockchain, presumably Ethereum, and how BTC can upload itself to a new blockchain, and be rid of the baggage and liability of the Bitcoin blockchain 🤯
This is truly one of the most unique pieces of content we’ve produced on the Bankless program, and Justin deserves so much credit for leading this operation!
Resources:
Justin’s Uniswap Cryptographic Mechanism Solution spreadsheet and their theoretical application to any Ethereum app.
https://docs.google.com/spreadsheets/d/1dyhNWMB6rVdmV3Xz-LlZlTt0f4tXfIW0YaoZVvenORs/edit?usp=sharing
Below are the two papers Justin mentioned on long-term Bitcoin (in)security:
"On the Instability of Bitcoin Without the Block Reward" by Princeton researchers.
https://www.cs.princeton.edu/~arvindn/publications/mining_CCS.pdf
There are two informal explainers:
https://freedom-to-tinker.com/2016/10/21/bitcoin-is-unstable-without-the-block-reward/
https://medium.com/@bergealex4/bitcoin-is-unstable-without-the-block-size-size-limit-70db07070a54
"On the insecurity of quantum Bitcoin mining"
https://arxiv.org/pdf/1804.08118.pdf
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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MARKET * BTC Price * + $31,500 * ETH Price + $1440 + https://twitter.com/defipulse/status/1351520589039738880 * $DPI + Peaked at $240 + Now at $195 * + NEW ATH!! * TVL in DeFi * + Peaked at $25B locked! * BTC secret to success = HODL for at least 3.5 years * + https://blockworks.co/pantera-follow-up-this-rally-looks-different-than-2017/
- Just HODL
- Just self custody.
-
- https://thedefiant.io/btc-eth-massively-outperform-crypto-hedge-funds-in-2020/
- 2 and 20% fees for holding BTC up 425% and ETH up 360%
-
ETH Fundamentals thread from spencer
-
- https://twitter.com/spencernoon/status/1351559233699983366?s=20
-
Fundstrat says 10k ETH
-
- https://www.bloomberg.com/news/articles/2021-01-20/fundstrat-sees-digital-coin-ether-surging-sevenfold-to-10-500
RELEASES * mStable mUSD Save v2 * + https://medium.com/mstable/mstable-launches-new-composable-version-of-musd-save-982a814e17d0 + High-yield savings * Saddle Finance * + https://www.coindesk.com/saddle-raises-4-3m-for-slippage-free-defi-trading + Curve clone? * Loopring on Google Play * + https://twitter.com/loopringorg/status/1351971724842184704?s=21 * State of ETH 2, Danny Ryan * + https://twitter.com/dannyryan/status/1351930308770185217 * Optimism soft launch! * + https://medium.com/ethereum-optimism/mainnet-soft-launch-7cacc0143cd5 * Coinbase compartmentalizing infrastructure to help reduce outages * + https://www.coindesk.com/coinbase-redoing-infrastructure-to-prevent-outages-during-peak-times
-
Yearn proposes 22% YFI mint
- https://www.coindesk.com/lets-not-be-bitcoin-yearn-considers-minting-200m-in-new-yfi-tokens
-
https://gov.yearn.finance/t/proposal-funding-yearns-future/9319
-
Bankless Reply to Lyn Alden
- https://newsletter.banklesshq.com/p/open-reply-to-lyn-alden-and-ethereum
NEWS * Goldman Sachs entering crypto with a custody play + - https://www.coindesk.com/goldman-sachs-to-enter-crypto-market-soon-with-custody-play-source * Blackrock positioning to buy BTC via futures? + https://www.theblockcrypto.com/linked/91867/blackrock-sec-filings-bitcoin-futures
-
- Massive news. BlackRock—the multi-trillion dollar asset manager—opens door to possible bitcoin futures allocation for certain funds it manages, according to recent filing.
-
Money Printer go BRRR
- https://www.cnbc.com/2021/01/18/yellen-says-us-must-act-big-on-next-coronavirus-relief-package.html
- MMT is officially in
- https://www.coindesk.com/janet-yellen-says-cryptocurrencies-are-a-concern-in-terrorist-financing
- Also Yellen Crypto is for terrorist financing
-
Mike Dudas response to Yellen
- https://twitter.com/mdudas/status/1351596351897874432?s=20
-
Coinbase acquires Bison Trails
- https://blog.coinbase.com/coinbase-to-acquire-leading-blockchain-infrastructure-platform-bison-trails-f879654421d6
-
Soulja Boy looking into NFTs
- https://twitter.com/souljaboy/status/1351690439905013760?s=20
-
PAX Gold - first Gold token over $100M MC
- https://www.paxos.com/pax-gold-the-first-gold-token-with-more-than-100-million-in-market-cap/
-
Pornhub payments via some random crypto tokens and USDC
- https://www.theblockcrypto.com/linked/91817/pornhub-adds-xrp-bnb-usdc-doge-crypto-payment-options
TAKES * Ethereum is a bet that the future is going to be different * + https://twitter.com/trustlessstate/status/1351726365620355076?s=21
- DeFi developers are now called Money Mechanics
-
- https://twitter.com/ETHGlobal/status/1349053987874615303?s=20
-
Valuing ETH is impossible
-
- https://twitter.com/spencernoon/status/1351635677847445505?s=20
-
Year in Ethereum 2020 from Josh Stark and Evan Van Ness
-
- https://twitter.com/0xstark/status/1351922041599873026?s=20
-
Uniswap is doing 2% of NYSE as the new normal
-
- https://twitter.com/haydenzadams/status/1351646322173091840?s=20
-
Have we earned it?
-
- https://twitter.com/n2ckchong/status/1350328538646212608?s=20
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
SotN30: DeFi Season, with Anthony Sassano (Top 10 DeFi Tokens on Ethereum, $DPI Index)
Ladies and Gentlemen, we're calling it.
It's DeFi Season. We have an era of DeFi token speculation ahead of us, so it's time to get prepared, and sharpen our mental models for how to evaulate and asses tokens on Ethereum.
We bring on Anthony Sassano from the Set Protocol team, to go through the 10 DeFI assets inside the DPI index. Anthony gives his bullish or bearish takes on the DeFi tokens mentioned, as well as shares his mental models for how he judges various assets on Ethereum.
Highly revelent to this conversation is the most recent Market Monday piece out of the Bankless newsletter:
https://newsletter.banklesshq.com/p/defi-market-monday-118
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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DEBRIEF OF THIS EPISODE (Member-only):
https://shows.banklesshq.com/p/exclusive-lyn-alden-debrief
GO BANKLESS WITH THESE SPONSOR TOOLS:
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🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP
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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI
https://bankless.cc/dharma
48 - Death of Dollar Dominance | Lyn Alden
Lyn Alden of Lyn Alden Investment Strategy has quickly risen to fame in the Bitcoin universe for her sharp analysis on long-term macro trends and brings plenty of data to back up her analysis.
She’s one of our favorite macro and economics minds. Global macro events have such a strong interplay with crypto. In order to understand crypto, we need to understand the big picture
We ask Lyn about the changes forces around the US Dollar, as demand and supply of the Dollar is less understood and less stable than ever before.
We also ask Lyn about the relationship between the position of the U.S. Dollar as the world reserve currency, and the social unrest found inside the U.S. borders. It turns out, that the U.S. Dollar as the world reserve currency is not the best situation for those that reside inside the country!
We bring up Ray Dalio's Long Term Debt Cycles mental model, and ask Lyn to connect it to the Fourth Turning Theory, in an attempt to discover some of the hidden forces behind the social unrest found in America.
Fourth Turning Theory:
https://en.wikipedia.org/wiki/Strauss%E2%80%93Howe_generational_theory
Highly recommended Lyn Alden piece on the Future of the Dollar
https://www.lynalden.com/fraying-petrodollar-system/
Sign up for Lyn’s monthly macro newsletter
https://www.lynalden.com/january-2021-newsletter/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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⭐️ AAVE - BORROW OR LEND YOUR ASSETS
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https://bankless.cc/go-gemini
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
📈 KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY
https://bankless.cc/kwenta
BTC Price
In the last 7 days:
- Touched $42,000
- Fell down to $31,000
- Regained $40,000.
- Currently at $39,500
ETH Price
- Touched $1,350
- Fell to $900
- Currently above $1,200
TVL in DeFi
- From $22.8 to $23.3B
$DPI
- From $185 to $208
$MKR particularly interesting price action
Retail entering; judging by exchange twitter followers
https://twitter.com/lawmaster/status/1348220777498353665?s=20
Market Dumps because of overleverage:
https://twitter.com/kaiynne/status/1348486588045668353?s=20
Numbers are bigger now
Price swings, volume
https://twitter.com/MessariCrypto/status/1348769821220069382?s=20
Coinbase volume
https://twitter.com/lawmaster/status/1348895884315156481?s=20
Reminder: ETH futures on the horizon
https://www.cmegroup.com/media-room/press-releases/2020/12/16/cme_group_to_launchetherfuturesonfebruary82021.html
RELEASES
Tether on a ZK Rollup
https://www.theblockcrypto.com/post/90738/tether-usdt-hermez-ethereum-layer-2-scaling-solution-zk-rollups
Nexus mutual offering insurance on exchanges
https://www.coindesk.com/nexus-mutual-decentralized-insurance-cover-coinbase-binance-kraken-gemini
Bitcoin hashrate tokenized on Ethereum
https://www.theblockcrypto.com/post/90847/poolin-bitcoin-hashrate-token-pow-defi
Connecting all the rollups with Vector?
https://medium.com/connext/vector-0-1-0-mainnet-release-9496ae52c422
Cloudflare and IPFS
- Your ethereum address is now accessible by any browser without an extension https://blog.cloudflare.com/cloudflare-distributed-web-resolver/
ETH staking inside Argent
https://www.argent.xyz/blog/liquid-eth-staking-in-argent/
Synthetix announces Optimistic Rollup transition plan
https://blog.synthetix.io/the-optimistic-ethereum-transition/
Coinbase Asset Hub
https://blog.coinbase.com/introducing-coinbase-asset-hub-our-open-invitation-to-asset-issuers-f9d5f0be609d
NEWS
Gemini going public??
https://www.theblockcrypto.com/linked/91251/winklevoss-twins-weighing-taking-gemini-public
Gemini BTC credit card
https://techcrunch.com/2021/01/14/gemini-is-launching-a-credit-card-with-bitcoin-rewards/
Gary Gensler is new SEC chair.
https://www.reuters.com/article/us-usa-biden-sec-exclusive/exclusive-biden-to-name-gary-gensler-as-u-s-sec-chair-sources-say-idUSKBN29H2PQ
We did it.
https://twitter.com/valkenburgh/status/1349717095425183747?s=20
Anchorage Becomes First OCC-Approved National Crypto Bank - CoinDesk
https://www.coindesk.com/anchorage-becomes-first-occ-approved-national-crypto-bank
Morgan Stanly owns 10% of Microstrategy
https://www.coindesk.com/morgan-stanley-boosts-stake-in-bitcoin-laden-microstrategy-to-10-9
70,470 BTC, 10.9% is MS’s, 7681 BTC claimed to morgan stanly
Pakistan using funds to mine BTC
https://decrypt.co/53918/pakistan-is-now-using-government-funds-to-mine-bitcoin
2.5% of ETH supply in Gnosis safe
https://twitter.com/gnosisSafe/status/1349685149408112646?s=20
TAKESSushi on the rise
https://twitter.com/ashwath_22/status/1349090698788626432?s=20
Erik Voorhees on protocol competition
https://twitter.com/ErikVoorhees/status/1349548038822502400?s=20
Brian Brooks “Get Ready for Self-Driving Banks”
https://www.ft.com/content/c1caca5b-01f7-41be-85a4-3ecb883f2417
Bitcoin is less risky as NGU
https://www.coindesk.com/bitcoin-bill-miller-cnbc-volatility-risk
Ryan on ICOs
- were ICOs net good or net bad? https://twitter.com/RyanSAdams/status/1347599685356314626?s=20Starting pistol for Web3 decentralization
https://twitter.com/FEhrsam/status/1348316470258794496?s=20
Mark Cuban on internet tech stocks
https://twitter.com/RyanSAdams/status/1348698853072130057?s=20
Bitcoin in race for adoption ahead of CBDCs
https://www.coindesk.com/bitcoin-race-for-adoption-central-bank-digital-currencies
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
AMA with Evgeny Yurtaev, Co-Founder of Zerion
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AMA with Evgeny Yurtaev, Co-Founder of Zerion
Zerion (https://app.zerion.io/) is a central portal to the DeFi universe. The goal of Zerion is to build an easy and accessible interface to engaging and interacting with all the various money legos in the DeFi ecosystem.
While your Ethereum address is your bank account, Zerion can be your banking interface and middleware layer!
You can download the mobile iOS and Google app on your phone, for mobile browsing, and use Zerion to manage your DeFi portfolio there, as well as desktop.
Enjoy this AMA with CEO, Evgeny Yurtaev
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
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State of the Nation #29
Erik Voorhees & ShapeShift
(DEX Aggregator, Regulation, Deplatforming, and the Bull Market)
Erik Voorhees is the CEO of ShapeShift, a company offering exchange and trading infrastructure, but doesn't act like a typical exchange!
ShapeShift ( https://shapeshift.com/) used to be a place where one could atomically trade asset-for-asset. You would set up a trade between two different assets like BTC and ETH. ShapeShift would give you a BTC address to receive BTC, and you would give ShapeShift an Ethereum address for them to return ETH to you. ShapeShift never required you to 'deposit' your money, and never held onto users' funds!
It was a very popular product during the 2017 Bull Market, yet the company decided to implement KYC requirements, in a move to protect the company from legal liability.
It looks like ShapeShift has found a way to remove those KYC requirements without legal risk, and that is by becoming a DEX aggregator!
We discuss this pivot with Erik, as well as a few other topics as well:
- Crypto regulations in 2021
- "deplatforming"
- The new crypto bull cycle.
Tune in to this week's State of the Nation!
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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The Fourth Crypto Cycle | Chris Dixon, a16z Crypto Fund
Chris Dixon is a general partner at a16z, a famous private American venture capital firm that has specialized in technologies related to the growth of the internet and computation.
Chris transcends the pre-internet, post-internet, pre-crypto-and post-crypto worlds of investing and venture capital, so his perspective is rich, deep, and consistent with the themes that transcend these revolutions.
Coming from a16z, Chris approaches this industry from a technological perspective, rather than a monetary one, and seems to be steering the a16z Crypto Fund ship in the direction that typical silicon valley venture capital investors focus on: how can blockchain technology meaningfully impact the 4 billion users of the internet.
This conversation with Chris was fast-paced and vibrant! Tune in to hear one of Tech's most experienced investors!
_________
📺 BONUS FOR PAID SUBSCRIBERS!
Episode 47 Debrief: David and Ryan discuss their post-episode thoughts https://shows.banklesshq.com/p/debrief-chris-dixon-episode
If you want to hear David and Ryan discuss their post-episode thoughts, subscribe to the paid version of Bankless newsletter. This is where David and Ryan post BONUS content that goes alongside the free side of the Bankless program.
_________
Resources mentioned in the podcast:
The Crypto Price-Innovation Cycle
https://a16z.com/2020/05/15/the-crypto-price-innovation-cycle/
Crypto Fund II
https://a16z.com/2020/04/30/crypto-fund-ii/
Doing Old Things Better Vs. Doing Brand New Things
https://a16z.com/2020/10/18/doing-old-things-better-vs-doing-brand-new-things/
What is Blockchain: Computers That Can Make Commitments
https://a16z.com/2020/01/27/computers-that-make-commitments/
Crypto startup school - fantastic educational content (particularly for builders)
https://a16z.com/2020/12/28/crypto-users-guide/
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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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MARKET
BTC
- It’s over $40k!
- BTC closes 2020 as the best performing asset of the decade
https://www.newsbtc.com/analysis/btc/bitcoin-closes-2020-as-best-performing-asset-of-the-last-decade/
JP Morgan analyst BTC price target of $146,000
https://insidebitcoins.com/news/jpmorgan-sets-long-term-target-for-btc-price-at-146000
ETH
- ETH breaks market cap high
https://twitter.com/krugman25/status/1347218807849443328?s=20
ETH debt ceiling in MakerDAO increased
https://twitter.com/RuneKek/status/1347091831033655301?s=20
TVL in DeFi
- Up from $14.4B to $22.8B
DPI $117 to $185
Total Market Cap over $1T USD
https://www.coingecko.com/en/global_charts
2020 Asset Class returns
https://twitter.com/CryptoEcon_Li/status/1345508640598405122?s=20
Ethereum King of Fees (40% or revenue)
https://twitter.com/sassal0x/status/1346328797755314176?s=20
Security through Number Go Up
https://twitter.com/lastmjs/status/1346717467196833795?s=21
_______
RELEASES
Shapeshift pivots to a Dex Aggregator
https://www.coindesk.com/shapeshift-going-full-defi-lose-kyc-rules
Bitcoin ETF proposal
https://www.coindesk.com/vaneck-proposes-bitcoin-etf-again
RELEASES
Futureswap V2 is OUT
https://medium.com/futureswap/announcing-futureswap-v2-on-chain-perpetuals-with-live-pricing-e6a440939033
YAM Umbrella protocol
https://medium.com/yam-finance/umbrella-internal-alpha-75f62c58974f
Transaction Builder
https://twitter.com/allemanfredi/status/1346855097742057477?s=21
USDC getting an upgrade
https://blog.coinbase.com/usdc-v2-upgrading-a-multi-billion-dollar-erc-20-token-b57cd9437096
_______
NEWS
OCC - Banks can use Ethereum for payments
- https://www.theblockcrypto.com/linked/90025/occ-regulator-banks-stablecoins-issuance
-https://twitter.com/RyanSAdams/status/1346452770690387969?s=20
- https://www.forbes.com/sites/haileylennon/2021/01/04/occ-regulator-implements-groundbreaking-cryptocurrency-guidance-for-banks-and-the-future-of-payments/?sh=747151ae27e9
Grayscale $20B AUM before 2021
https://twitter.com/BarrySilbert/status/1344762048585068544?s=19
Biden Admin will halt all midnight regulations from the Trump admin that haven’t finalized yet
https://www.cnn.com/2020/12/30/politics/biden-midnight-regulations-freeze/index.html
Bittrex delisting privacy coins
https://www.coindesk.com/bittrex-to-delist-privacy-coins-monero-dash-and-zcash
Jake tweet: https://twitter.com/jchervinsky/status/1345061984077717504?s=27
Uniswap: $3B in liquidity
https://twitter.com/haydenzadams/status/1346877563428347905?s=20
Uniswap Year in Review
https://uniswap.org/blog/year-in-review/?s=09
Tweet thread: https://twitter.com/UniswapProtocol/status/1344687417891151874
Iran closes down mining operations
https://www.coindesk.com/iranian-authorities-close-1620-illegal-cryptocurrency-mining-farms-report
Loopring l2 Growth
https://twitter.com/finestonematt/status/1346936873776631811?s=20
_______
TAKES
No viable 2nd place to Ethereum
https://twitter.com/antiprosynth/status/1347141517148905474?s=20
ETH same place as BTC in 2017
https://twitter.com/RaoulGMI/status/1347033584234876931?s=20
ETH MC only worth one bank right now
https://twitter.com/iamDCinvestor/status/1347187372337868800?s=20
Fundamentals out, reflexivity in.
https://twitter.com/BanklessHQ/status/1346239577745281024?s=20
Why are you concerned w/ Product Fit? ETH Killers solving something that's not a problem
https://twitter.com/RyanSAdams/status/1346187749976657922?s=20
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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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State of the Nation #28
Algorithmic Stablecoins, with Dan Elitzer
Dan Elitzer recently co-founded Nascent (nascent.xyz), a venture capital company that is deep into the weeds in some of the most experimental projects in the Ethereum ecosystem.
In the 2nd half of 2020, some of the coolest experimental projects have been Algorithmic, Uncollateralized Stablecoins.
These are stablecoins without dollars in a bank, or without crypto in a vault. They are completely backed by financial incentives.... and faith in those incentives.
In this episode of State of the Nation, we begin by defining the 'Stablecoin Trilemma' (https://imgur.com/a/Uj0HBL3), and discuss some of the history of stablecoins.
Then we turn to the current design philosophy behind algorithmic stablecoins, how they work, what makes them stable, and who gets the upside?
We largely discuss Empty Set Dollar (ESD, https://www.emptyset.finance/), but also discuss Basis Cash, and Ampleforth.
Tune in, to hear about this exciting emerging corner of the DeFi ecosystem!
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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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Vitalik Buterin on Why Proof of Stake?
Vitalik Buterin comes to the Bankless YouTube to discuss a number of topics surrounding Proof of Stake!
We begin discussing the Beacon Chain launch, and the Ethereum's road so far up to this point.
We also discuss the theory and thought-process behind Proof of Stake! Vitalik recently wrote a blog piece 'Why Proof of Stake', and we walk through this piece with him!
Why Proof of Stake:
https://vitalik.ca/general/2020/11/06/pos2020.html
Lastly, we discuss one of Vitalik's blog pieces 'Concave and Convex Dispositions, and how these different personality types characterize Bitcoin and Ethereum, as well as the design of social groups and human governance organizations.
Convex and Concave Dispositions
https://vitalik.ca/general/2020/11/08/concave.html
Other pieces mentioned: Trust Models
https://vitalik.ca/general/2020/08/20/trust.html
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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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ROLLUP: 5th Week of December
MARKET
BTC Price
- Almost 29k!
ETH Price
- Just hit 750!
- 50% away from ATH price
Blow off tops coming??
We are very far away from the 20 week MA!
TVL in DeFi
- Up from 14B to 14.4B
DPI
- Up from $108 to $117
2.2M ETH in ETH 2, $1.65B
Futures value Coinbase at $50B
https://ftx.com/trade/CBSE/USD
____
RELEASES
1INCH token released
https://1inch-exchange.medium.com/1inch-token-is-released-e69ad69cf3ee
Haseeb’s take on Stablecoins
https://medium.com/dragonfly-research/fighting-to-be-stable-the-evolution-of-stablecoins-aca81fb432f9
DeFi events of the year graphic
https://www.theblockcrypto.com/linked/89271/here-are-some-of-the-biggest-defi-events-in-2020
Opyn V2
https://medium.com/opyn/opyn-v2-is-live-11347240b46e
YAM rebasing DISABLED
https://twitter.com/YamFinance/status/1343966274095902720
YAM released Degenerative Finance on UMA
https://medium.com/yam-finance/degenerative-finance-ugas-explained-458bedbc2f17
- YAM acting as a good DAO!
Primitive is Live on Mainnet
https://primitivefinance.medium.com/primitive-is-live-on-mainnet-2261c5b098c5
____
NEWS
New SEC Chairman appointed: Elad Roisman https://u.today/breaking-new-pro-crypto-sec-chairman-appointed
“Known as one of the most crypto-friendly SEC commissioners. A vocal supporter!
The fact that Roisman is at the helm of the SEC also significantly boosts the chances of a Bitcoin-tied exchange-traded fund (ETF) being approved in the coming years.
Mnuchin wants onchain KYC for all ETH wallets that have stablecoins in them
https://twitter.com/jchervinsky/status/1341864829171228676?s=20
Comment window period open on the FinCEN proposal to extend KYC to non-custodial wallets
https://twitter.com/jchervinsky/status/1341847200209530883?s=20
Etoro IPO rumors
https://cointelegraph.com/news/crypto-friendly-trading-firm-etoro-rumored-to-be-prepping-for-2021-ipo
Coinbase Delists XRP
https://twitter.com/coinbase/status/1343685626001039360?s=20
Also Binance US
https://twitter.com/binanceus/status/1344372892205608961?s=21
Also Bittrex
https://twitter.com/BittrexExchange/status/1344056304617177089
Also trading desks
https://www.theblockcrypto.com/linked/89083/jump-trading-galaxy-xrp-market-making
____
Cover Protocol Exploit
https://coverprotocol.medium.com/12-28-post-mortem-34c5f9f718d4
https://twitter.com/CoverProtocol/status/1343581331448586245
https://etherscan.io/tx/0xc2fd5094c1e108f83222a86bd46b35fc0da35616385d681964b22003643f982e
____
TAKES
Uniswap means you can't be delisted (sorry XRP)
https://twitter.com/RyanSAdams/status/1343740028766347265?s=20
DC
https://twitter.com/iamDCinvestor/status/1344138701757153281?s=20
Can’t delist on Uniswap
https://twitter.com/RyanSAdams/status/1343740028766347265?s=20
Ethereum is the TAM
https://twitter.com/panekkkk/status/1343269535919562753?s=20
Ethereum doesn’t marginalize
https://twitter.com/evabeylin/status/1341793825962958848?s=20
Degens are funding Open Source
https://www.coindesk.com/defi-degens-funding-next-wave-open-source
Ethereum is the last bastion for Yield
https://twitter.com/TrustlessState/status/1344378165414617088?s=20
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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45 - Taking Ethereum Public | Ether Capital's CEO Brian Mosoff & CFO Stefan Coolican
Ether Capital is a publically traded company out of Canada, and Ether Capital's job is to get ETH on the balance sheet.
The company is centered around ETH the asset and Ethereum the ecosystem, and offers a bridge for investors to be able to access exposure to the Ethereum ecosystem via public markets.
We dive into the background and context of the company, as well as how the company structure gives them a competitive advantage.
Ether Capital is the first public company to stake ETH, and has big plans for the world of ETH staking.
These guys are on the frontlines of getting investor awareness about the opportunity that ETH and Ethereum offers, and has been sharpening their ability to explain why the opportunity is so compelling.
Resources:
- Ether Capital Newsletter and Ether Capital Podcast - https://www.ethcap.co/blog-media
- Their podcast is great 101-202 level content!
- Perfect to share with your financially minded, crypto-novice friends!
- Ether--the birth of the digital bond, written by Stefan https://bankless.substack.com/p/ether-the-birth-of-the-digital-bond
- Ether Capital Staking on ETH 2
- https://www.ethcap.co/pr20201201
- Ether Capitals presentation on ETH
- https://ethcap-co.s3.amazonaws.com/Docs/2020.11.30+-+ETHC+Presentation.pdf
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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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ROLLUP: 4th Week of December
Bankless Citizen Spotlight!
This guy: https://twitter.com/Acrobat_Crypto/status/1339964187007721474?s=20
MARKET What’s the Market saying?
BTC Price
- Up 21% in the last 7 days
- High consolidation between $23k and $24K
- Bitcoin dominance doing really well: 70%
MicroStrategy finished their $650M purchase of 29,646 BTC
https://twitter.com/coindesk/status/1341013230534225920?s=21
ETH Price
- Up just 3% in the last 7 days
TVL in DeFi
From $16.5B to $14B
DPI down from $115 to $108
2+M ETH in ETH2 Staking
DeFi Pulse has a new page
“Bitcoin at Work”
Announcement: https://defipulse.com/blog/introducing-bitcoin-at-work/
Page: https://defipulse.com/btc
A chart not often seen, Grayscale Revenue:
https://twitter.com/mhonkasalo/status/1339486866236686336?s=20
XRP getting DUMPED after SEC report
Bitwise dumped $9.3M. Will Grayscale have to do something?
https://twitter.com/twobitidiot/status/1341764298763350017?s=20
RELEASES
The Graph Network now live
https://thegraph.com/
Tornado.Cash Governance Token has been retroactively airdropped
https://tornado-cash.medium.com/tornado-cash-governance-proposal-a55c5c7d0703
Compound Chain announced
CASH new stablecoin?
https://twitter.com/compoundfinance/status/1339660221359124481
$3M Raised by Union to bring Credit to DeFi
Announcement: https://medium.com/union-finance/union-has-raised-3m-to-bring-credit-to-ethereum-6cc1b5f40776
Perpetual Protocol Live on Mainnet
https://twitter.com/perpprotocol/status/1339206204107571200
You can now trade ETH and BTC perpetual contracts with up to 12x leverage on-chain at perp.exchange
Gitcoin Round 8 Closed
https://twitter.com/owocki/status/1341743360684552198?s=21
NEWS
SEC files lawsuit against Ripple for $1.3B in unregistered securities sale.
https://www.wsj.com/articles/ripple-to-face-sec-suit-over-xrp-cryptocurrency-11608598800?redirect=amp#click=https://t.co/UjThCEyjar
Vitalik: https://twitter.com/VitalikButerin/status/1341219519545556992?s=20
Ledger Breach
https://gizmodo.com/hackers-steal-thousands-of-customer-emails-from-popular-1845928749
272K Customers
Check Ledger Leak - https://www.argent.xyz/ledgerhack/#
FinCEN Proposed Rule
https://www.theblockcrypto.com/linked/88511/fincen-proposes-new-kyc-for-crypto-wallets
$600 vs $2,000 Stimulus?
https://www.cnbc.com/2020/12/22/trump-demands-congress-raise-second-stimulus-check-from-600-to-2000-under-new-covid-relief-bill.html
Switerzland CBDC
https://www.theblockcrypto.com/daily/88885/switzerland-central-bank-digital-currency-trials
Hudson stepping down as the All Core Dev Call facilitator
https://twitter.com/hudsonjameson/status/134108187901396992
Being replaced by Tim Beiko
https://twitter.com/TimBeiko/status/1341086181597974530?s=2
TAKES
Hayden Adams on Uniswaps registered country address
https://twitter.com/haydenzadams/status/1340143545085276160?s=21
Ryan on Boomer fiscal management.
https://twitter.com/RyanSAdams/status/1341438238330925059?s=20
David on Ripple as a heist
https://twitter.com/TrustlessState/status/1341501233090072576?s=20
David on Ethereum solving its own problems
https://twitter.com/TrustlessState/status/1339820135008256000?s=20
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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Ethereum vs The STABLE Act | Rohan Grey
Rohan Grey is an assistant professor of Law at Willamette University, an Advisor to politicians including Rashida Tlaib, and one of the authors of the STABLE Act, which wants to impose Federal Bank Chartering upon any stablecoin issuer.
Interesting, this proposed legislation includes entities like Square's Cash App or PayPal! Anything that offers a claim on 1 Dollar is cited by this law.
Rohan and the STABLE Act appear to be an outgrowth of the rise of MMT and the power and ability of the state to solve economic problems like poverty and joblessness. Rohan wants to protect 'money', which he believes is a public institution that needs protecting!
Also interestingly, the goals of the STABLE Act and DeFi are highly similar, yet are opposing in their strategies for achieving these goals.
Tune into the conversation to learn about a diversity of perspectives regarding how to protect money!
The STABLE Act:
https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact
Coin Center's comment on the STABLE Act:
https://www.coincenter.org/the-unintended-consequences-of-the-stable-act/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
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Jake Chervinsky on the recent FinCEN Proposed Rulemaking
FinCEN has finally released a long-rumored proposed rule on how crypto-asset custodians like Coinbase, Gemini, or Cash app can compliantly enable their users to take control over their cryptocurrency funds into 'self-hosted' or 'unhosted wallets'.
This new rule would impose new obligations on virtual asset service providers (VASPs) like exchanges & custodians and increase the reporting requirements on outbound transactions to their customers' wallets.
The actual release:
https://home.treasury.gov/news/press-releases/sm1216
We bring on Jake Chervinsky to help us go through some of this news and help us digest what was released!
Read Jake's tweet thread!
https://twitter.com/jchervinsky/status/1340135040399904770?s=20
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44 - The Bull Case for Ethereum
Guests: Eric Conner, Anthony Sassano, DC Investor
These three gentlemen are close to the beating heart of the Ethereum universe. They all pay attention to undercurrents of what is transpiring in Ethereum.
What are the factors that contribute to bullishness on the Ethereum economy and ETH the asset?
We ask our guests how they characterize the relationship between Ethereum and ETH, the interaction between scaling Ethereum and EIP1559, as well as the potential for NFTs. All, of course, underpinned by DeFi applications making the magic happen.
Tune in to hear the bull case for Ethereum from good representatives from the Ethereum community
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ROLLUP: 3RD WEEK OF DECEMBER
MARKET:
BTC Price
- On the three year anniversary of the 2017 ATH, BTC breaks 20k and skyrockets to $23,800.
- BTC on Ethereum: Down from 145k TO 141.5k
ETH Price
- $ETH is up $100 during the last two days, highs not seen since May of 2018
TVL in DeFi
- $16.4B, up from $14B
- DPI up from $101 to $115,
Grayscale Insane premiums
https://twitter.com/grayscaletrust/status/1339356060948312064?s=21
ETH now vs ETH Then
https://twitter.com/sassal0x/status/1339192917735292928?s=20
$1B of ETH in the deposit contract
https://twitter.com/sassal0x/status/1339522266237784065?s=20
Ethereum addresses with ETH in them passes 50M
https://twitter.com/intotheblock/status/1339433477305876480?s=27
From CeFi to DeFi https://twitter.com/glassnode/status/1337410802396127233?s=20
The amount of fees on #Ethereum spent on $ETH deposits to centralized exchanges has fallen from ~25% in 2017 to less than 1% today.
$3B in USDC https://twitter.com/jerallaire/status/1338662314355138565
ETH Option Open Interest at $1B ATH https://twitter.com/skewdotcom/status/1338818750166994944?s=21
RELEASES
Ethereum futures from the CME
https://www.theblockcrypto.com/linked/88028/cme-group-announces-ethereum-futures
Maple Leaf Capital report on Ethereum and DeFi
https://twitter.com/MapleLeafCap/status/1339346115322376192?s=20
Swivel Finance https://swivel.finance/
Interest rate derivative protocol built on Aave and Compound
Circle announced high-yield USDC business accounts
https://www.circle.com/en/features/yield
Kraken announces accepting lightning depositsh
https://blog.kraken.com/post/7225/a-need-for-speed-kraken-to-launch-bitcoin-lightning-%e2%9a%a1%ef%b8%8f-integration-in-2021/
Digital Yuan is here
https://www.theblockcrypto.com/post/87754/china-digital-yuan-touching-pay
Sybil governance delegation platform
https://sybil.org/#/delegates/uniswap
NEWS
Coinbase IPO
https://blog.coinbase.com/coinbase-announces-confidential-submission-of-draft-registration-statement-b140a9dfc9f5
One River Asset Management CEO Eric Peters, $600mm in BTC and ETH have been purchased to date, with the total set to exceed $1B in early 2021
https://casebitcoin.com/story/new-1b-fund-created-to-buy-btc-with-support-from-one-river-ceo
Hugh Karp of Nexus Mutual has the majority of his NXM stolen from him by a relatively unknown attack vector https://www.coindesk.com/ceo-of-defi-insurer-nexus-mutual-hacked-for-8m-in-nxm-tokens
Office of the Comptroller wants to issue ‘country coins’ to help incentive education
https://fortune.com/2020/12/15/crypto-country-coin-brian-brooks-comptroller-of-currency-learning-student-incentives/
Long term incentive streaming for Eth2 public goods - 3,200ETH to start
https://jamesfickel.ghost.io/towards-long-term-incentives-on-ethereum
Pornhub: Now crypto only
https://decrypt.co/51478/pornhub-now-accepting-crypto-only
Beeple NFT massive success
https://www.beeple-crap.com/nft
https://twitter.com/niftygateway/status/1338268375156482050
$3.5M in sales from NFT auction
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SotN#27: Is ETH Money? w/ Ryan Selkis (2020 Recap & 2021 Horizon)
Every year, Ryan Selkis does a round-up of the themes that powered the industry as well as some predictions of the year to come.
It covers the movers and shakers that steered the industry for the year. Among Ryan's list are people like Hayden Adams of Uniswap and Danny Ryan from the EF.
Yet, Ryan Selkis is still pessimistic on ETH as Money, and believes the tailwinds of the industry point elsewhere.
We bring on his points to the show, and go through them to discuss!
Ryan's Crypto Theses for 2021:
https://messari.io/crypto-theses-for-2021
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SotN#27: Is ETH Money? w/ Ryan Selkis (2020 Recap & 2021 Horizon)
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43 - Crypto from the Outside | Demetri Kofinas
Demetri Kofinas is the host of the Hidden Forces podcast, where he gives you an edge by teaching you to think critically about the systems of power that structure our world.
Hidden Forces is about the forces of the world that impact markets, technology, culture, and our lives, which means that Demetri is astutely aware of the cryptocurrency industry and its implications.
However, he is not in the ‘crypto-religion’ as many of us are. He views crypto from the outside in.
We bring Demetri onto the pod this week to get his perspective as to what crypto looks like when viewed from outside the bubble.
We take a moment to discuss a number of 2020 themes:
- Distrust in institutions
- Monetary policy in the days of COVID
- More government, or less government?
...and of course, how significant is the role of Crypto with regards to these things. Is it a revolution? Or destined to be domesticated by the powers of the world?
Demetri is both knowledgeable AND skeptical, which is a dangerous combination to anyone who believes in the revolution.
Tune in!
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ROLLUP: 2nd Week of December
MARKET
BTC Price
- 18,297.90
BTC on Ethereum
- Down from to 147K to 145K
- BTC above 18k for 9 days in a row.
- In 2017, BTC wasn’t above 18k for like 9 hours
ETH Price
- $560
TVL in DeFi
- $14.7B to $14B
- $DPI from $116 to $101
Ethereum 2.0 1 week stats https://twitter.com/AlexanderFisher/status/1336280548084477953
- ETH 2 deposit contract adding 40k ETH per day
- 3x more ETH than what is being issued per day
- Over 1% ETH in the deposit contract
USDC outpacing Tether https://cdn.substack.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F46c07bef-9100-4d24-9a57-b8b26801f9bd_1200x726.png
(RELEASES) What got released?
Messari 2.0 https://messari.io/
Yearn quarterly report https://github.com/iearn-finance/yearn-pm/blob/master/financials/reports/2020Q3-yearn-quarterly-report.pdf
4 Takeaways from ETH 2 deposits
- Blog from Etherscan https://medium.com/etherscan-blog/4-takeaways-from-deposits-into-eth2-28c64dd2863
Circle launches payments platform for USDC https://www.circle.com/blog/circle-launches-major-platform-upgrade-aimed-at-bringing-digital-dollar-stablecoins-mainstream
New Square competitor
Maker Governance vote to add https://twitter.com/MakerDAO/status/1335993149076869123?s=20
- AAVE
- DAI-ETH LP token
- USDC-ETH LP token
(NEWS) What’s in the news?
8,000 Nodes live outside the US https://twitter.com/PhABCD/status/1335349619467968519
- More than the total number of ETH nodes from just a few months ago
The STABLE Act
- Unintended consequences https://www.coincenter.org/the-unintended-consequences-of-the-stable-act/
MicroStrategy issues $400 in convertible debt to buy $BTC https://cointelegraph.com/news/microstrategy-will-issue-400-million-in-securities-to-buy-more-bitcoin
MassMutual buying $100M BTC https://www.theblockcrypto.com/linked/87378/massmutual-bitcoin-insurance-purchase
- More legit than Microstrategy according to Joey Krug
"measured yet meaningful exposure to a growing economic aspect of our increasingly digital world."
Ray Dalio warming to BTC in Reddit AMA
https://twitter.com/RyanWatkins_/status/1336438172142739458?s=20
The Ether Fund
- 3iQ Corp IPO closes Dec 10th (today), raising a maximum of $107M, already raised $75M so far
Tyler Winklevoss Tweet: https://twitter.com/tyler/status/1336839087093919744
France maybe extending KYC laws
https://www.theblockcrypto.com/post/87001/france-crypto-rules-mandatory-kyc-crypto-to-crypto
Rumors that Steven Mnuchin is thinking about regulations on Digital Self Hosted Wallet
-Warren Davidson getting ahead of the issue with a letter to Mnuchin
https://twitter.com/WarrenDavidson/status/1336804544320327683?s=20
Paxos files for a Federal Bank Charter https://www.coindesk.com/paxos-becomes-latest-crypto-firm-to-file-for-federal-bank-charter
Venezuela pays for Imports from Iran/Turkey with Bitcoin https://news.bitcoin.com/venezuela-pays-imports-iran-turkey-bitcoin-evade-sanctions/
JP Morgan says that Gold will suffer because of Bitcoin
https://www.bloomberg.com/news/articles/2020-12-09/jpmorgan-says-gold-will-suffer-for-years-because-of-bitcoin
Yahoo Finance also speaking more positively for Bitcoin
CoinGecko is better than CoinMarketCap https://out.reddit.com/t3_k8jct1?url=https%3A%2F%2Fmaxbit.cc%2Fcoingecko-looks-to-overtake-coinmarketcap-with-huge-uptick-in-traffic%2F&token=AQAA_YjSXxU46BXDalbUf4Pv-UkKhy4yT938Vzi-qo7VV6usja4b&app_name=reddit.com
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Defending Crypto from the STABLE Act | Coin Center's Jerry Brito and Peter Van Valkenburgh
Coin Center is a non-profit organization focused on public policy isues facing public blockchains like Bitcoin and Ethereum.
While Bitcoin and Ethereum are unstoppable internet networks, Nation States can still mediate our relationship with them, and therefore fighting the regulatory fight is extremely important!
Coin Center recently opened up their Gitcoin Grant https://gitcoin.co/grants/1668/coin-center-is-educating-policy-makers-about-publ which has received an outpouring of support.
Maybe it has to do with the STABLE Act? This act was recently introduced by Rashida Tlaib and others, in an attempt to add regulatory oversight to those that issue and leverage stablecoins.
We bring on Jerry Brito and Peter Van Valkenburgh to help us understand the perspective coming out of the STABLE Act, and its implications to our industry.
Coin Center's website: https://www.coincenter.org/
The STABLE Act: https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact
Coin Center's Gitcoin Grant: https://gitcoin.co/grants/1668/coin-center-is-educating-policy-makers-about-publ
Preston Byrne's blog post on the STABLE Act: https://prestonbyrne.com/blog/
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42 - The Global Game of Crypto | Bruno Maçães Bruno Maçães is a political philosopher, the author of several books surrounding the different types of cultural civilizations that define the globe.
Bruno has a strong familiarity with crypto and recently wrote an article called “The Crypto State?” which explored the emergency of a new civilization in Crypto
We brought him on to help us understand what’s going on with the geopolitical shifts of the world, and what this means for crypto.
Bruno on Twitter: https://twitter.com/MacaesBruno
The Crypto State? https://www.city-journal.org/technological-developments-new-systems-of-governance
Book Trailer of History Has Begun: https://twitter.com/MacaesBruno/status/1303653609880551428?s=20
The World Game, Bruno's newsletter: https://brunomacaes.substack.com/
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BTC Price
- Hit ATH
- BTC on Ethereum down 3,300 BTC from 151,700 to 147,400!
ETH Price
- Extremely volatile lately!
- Bouncing between $570 and $620
- Currently $615
- David thinks its launch time, any minute now
Is $ETH Bitcoin in 2015? https://twitter.com/IamCryptoWolf/status/1333720041553088515?s=20
ETH p/s is 86!!! Lower than Zoom
TVL in DeFi
- $14.1B to $14.7B
- $DPI: $108 to $116.30
Stablecoins
- $20B of them
https://twitter.com/lawmaster/status/1334124165033549826?s=20
https://www.coindesk.com/stablecoins-asset-value-20-billion
DeFi Lending ATH
- $7.6B in November, up 88% since October
https://twitter.com/lawmaster/status/1334124188421009408/photo/1
RELEASES
The first block of Ethereum 2.0 was mined!
https://beaconscan.com/slot/1
Ether Capital prospectus
https://drive.google.com/file/d/1sZb6mMlRoGl6UZNf7rzNadUdL76vnY-J/view
- A really good read for understanding how publicly traded companies speak about ETH and Ethereum
- Ether capital running a staking node
https://www.businesswire.com/news/home/20201201005696/en/Ether-Capital-Corporation-Announces-Initial-Commitment-to-Staking-on-Ethereum-2.0
Centralized Staking-as-a-Service providers are flocking
-
Coinbase
https://blog.coinbase.com/ethereum-2-0-staking-rewards-are-coming-soon-to-coinbase-a25d8ac622d5?gi=8a516790f190 -
Binance
https://twitter.com/binance/status/1333762624731930627?s=20
2x rewards??
Tim Roughgarden EIP1559 report
http://timroughgarden.org/papers/eip1559.pdf
- Highly anticipated, long-awaited, in-depth academic report on EIP1559
- Take off all remaining breaks on EIP1559
https://twitter.com/nicksdjohnson/status/1334261078692306944?s=20
Vitalik comprehensive Ethereum roadmap
https://twitter.com/vitalikbuterin/status/1333922620857745408?s=21
Aave V2 is on Mainnet
https://medium.com/aave/the-aave-protocol-v2-f06f299cee04
Loopring built an AMM on it’s zkRollups L2
https://medium.com/loopring-protocol/looprings-zkrollup-amm-is-live-2f8251cd0fcd
- Looks like Uniswap, but acts like Loopring
Fireblocks
https://www.fireblocks.com/blog/fireblocks-defi-for-institutional-trading-lending-and-staking/
- Institutional bridge for yield in DeFi?
Gnosis Safe introduces spending limits
https://blog.gnosis.pm/gnosis-safe-spending-limits-f05b775d06b3
- One more step in replicating the legacy experience with crypto-infrastructure
Track Whale traders on Uniswap
https://www.uniwhales.io/
Staking Liquidity services cropping up
https://www.stafi.io/
https://lido.fi/
- Sign of things to come!
NEWS
ETH 2 in the mainstream news
https://www.cnbc.com/2020/12/01/ethereum-2point0-eth-cryptocurrencys-network-starts-a-major-upgrade.html
Visa Partners with Circle / USDC to get USDC to run through the Visa network
https://www.forbes.com/sites/michaeldelcastillo/2020/12/02/visa-partners-with-ethereum-digital-dollar-startup-that-raised-271-million/amp/?sh=2857044f4b1f&__twitter_impression=true
S&P index for crypto:
https://twitter.com/RyanSAdams/status/1334499320838631424?s=20
Bad Governance:
Rashida Tlaib introduces legislation around stablecoins and banking
https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact
Good Governance:
Canada accelerating digital currency plans
https://decrypt.co/50213/bank-of-canada-digital-currency-pandemic
Libra rebrands to Diem ahead of 2021 launch
https://www.coindesk.com/libra-diem-rebrand
China has seized over $4.2B from the PlusToken Ponzi https://www.theblockcrypto.com/post/85873/china-seize-billion-cryptos-from-plustoken-crackdown
194,775 BTC - $3.3B
833,083 ETH - $435M
Oracle failure leads to $88M in liquidations in Compound
https://www.theblockcrypto.com/post/85850/dai-compound-dydx-liquidations-defi
- DAI price spiked to $1.30 on Coinbase, which Compound uses as an oracle.
- 124 unique accounts got liquidated
- It is worth noting that such massive liquidations at Compound have occurred for the first time.
More Ethereum nodes than Bitcoin nodes
https://twitter.com/etherchain_org/status/1333173744089640960?s=20
- Bitcoin = 10,981
- Ethereum = 11,137
Venezualean government continues to leverage Bitcoin out of necessity
https://cointelegraph.com/news/venezuelan-army-starts-mining-bitcoin-to-make-ends-meet
- Making revenue via Bitcoin mining
Get the report: https://messari.io/road-to-eth2
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State of the Nation #25
The Road to Ethereum 2.0
With Ryan Watkin and Wilson Withiam of Messari
Ryan Watkins and Wilson Withiam lead the effort behind Messari's 'The Road to ETH 2.0' report.
Both Ryan and David agree: this is the best piece of literature that has ever been produced about Ethereum, ever.
This report will serve as an accurate guide to the uninformed as to the nature of Ethereum and the types of economies it can support.
Get the report from Messari here: https://messari.io/road-to-eth2
We bring Ryan and Wilson on to discuss the production of this report, and some of the decision-making that went on behind the scenes.
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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A Crypto Civilization | Balaji Srinivasan
No one blends the academic, startup, & venture world quite like Balaji Srinivasan. With multiple engineering degrees, multiple exits, being early into Bitcoin, selling a company to Coinbase, being CTO to Coinbase, Balaji lives on the cusp of the frontier of human innovation.
Rumor is that he’s trying to create a digital country, we’re gonna talk about it.
-
Legacy of COVID creating distrust In Institutions
Balaji thinks that the world is ready for new institutions and that the movement of time is to generate new solutions rather than repair old ones. -
‘Crypto-civilization’, or what Balaji calls: The Network State
The leveraging of the most useful modern technology and coordination tools, to produce structurally independent organizations -
Digital Nations vs the Nation-State
How might this independence generate friction with the status quo?
And of course, how does a new 'crypto civilzation' actually manifest.
Balaji is a real Big Brain thinker, so strap yourself in!
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AMA w/ Monolith Co-Founder Mel Gelderman
Mel Gelderman comes to the Bankless community AMAs to answer questions about Monolith!
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ROLLUP: 4th Week of November 🦃
(MARKET) What’s the Market saying?
BTC Price
- Touched previous ATH
- BTC on Ethereum - Down 200 to 151,700
- Frontpage of Wall Street Journal (https://twitter.com/blockfolio/status/1330887985181679619?s=20)
- Jim Creamer tweets about Bitcoin https://twitter.com/jimcramer/status/1331246721637167108?s=20
ETH Price
- $600
- Almost 734k ETH in the deposit contract https://launchpad.ethereum.org/
TVL in DeFi - 14.1B, up from 13.4B
DPI Price - $104 to $108
Spencer Noon: 8 Signs We’re in a new $ETH Bull Market https://twitter.com/spencernoon/status/1331638662573027333?s=20
(RELEASES) What got released?
Deriswap, From Andre Cronje https://andrecronje.medium.com/deriswap-capital-efficient-swaps-futures-options-and-loans-ea424b24a41c
Daily Gwei Ecosystem from Anthony Sassano https://thedailygwei.substack.com/p/turbocharging-the-daily-gwei-123
Slingshot https://slingshot.finance/
- Rebrand from DEX.AG
DeFi Database https://defidatabase.info/
- Exactly what the title suggests. Database of all DeFi projects/endeavours
Jeff Coleman ETH2 Tweet thread https://twitter.com/technocrypto/status/1330150362427387910
(NEWS) What’s in the news?
BlackRock CIO says Bitcoin will replace gold https://cointelegraph.com/news/blackrock-cio-says-bitcoin-will-take-the-place-of-gold-to-a-large-extent
Coindesk suspending all margin trading due to regulators https://www.coindesk.com/coinbase-ends-margin-trading
Office of Comptroller messaging that banks need to service legal, but unfavorable, industries (thats crypto) https://twitter.com/msantoriESQ/status/1329898854242603012?s=20
Bitcoin Suisse deposited $100k of ETH into the deposit contract (https://www.trustnodes.com/2020/11/21/bitcoin-suisse-to-deposit-nearly-100000-eth-to-ethereum-2-0)
-
Demand for staking-as-a-service providers
-
Strong signals that the staking industry is going to be BIG
MAP OF STAKING OPTIONS - https://twitter.com/Philiff/status/1331088361579180036/photo/1
(TAKES) What’s on your mind?
David
Bankless wasn’t here in 2017
Ethereum media wasn’t a thing in 2017
Ryan
Retail isn’t here yet (https://twitter.com/RyanSAdams/status/1331233516722528261?s=20) (https://twitter.com/lawmaster/status/1331163575205965824?s=27)
ONRAMPS...our pipe to absorb capital is easily 10x
INSTITUTIONS:
Futures, CME, Options, Custody...
FinTech is going to betray the banks and flood into crypto (top 5 crypto apps)
inTech is going to betray the banks and onboard the world to crypto and the banks don't even see it coming
Venmo, Robinhood, Square, PayPal These have turned into crypto apps
The banks are legacy ledgers Crypto is the future
What are you excited about?
David
This time, it’s different
Ethereum will respond completely differently this bull market. We are all going to be humbled by what Ethereum becomes this bull-cycle.
Rapid change happens in bull markets.
The people that come into this space now are a significantly different co-hort than the people that pay attention to this industry 24/7/365
Ethereum is similarly a different thing than in was in 2017.
DeFi wasn’t a thing in 2017
DeFi hasn’t seen a bull market.
No DeFi app has seen a bull market.
There is about to be some CHURN
(Ryan) The community…
Crypto isn’t a single player game.
Community came together to launch Eth2.
Incredible people
Thank some of those incredible people who helped me
Andreas
Chris Burninske
Karl Floresch
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SotN#24: TRIUMPHANT! w/ @nic__carter (2017 vs 2020 Bull Markets, What's Different this Time?)
Nic Carter, general partner at Castle Island Ventures, cofounder of Coin Metrics, host the On The Brink
Nic recently put out a medium article with 9 different Bitcoin charts showing metrics at ATHs.
https://medium.com/@nic__carter/nine-bitcoin-charts-already-at-all-time-highs-78abbfe82804
We ask Nic:
-
What about this bull market is different than last time?
-
What are the differences that stand out to you the most, that are going to characterize the nature of this specific bullish period?
Metrics discussed:
- Addresses with $10 of BTC or more
- Open Interest on CME Futures
- Realized Cap
- Bitcoin Options Open Interest
- BTC priced in Turkish Lira
- BTC held by Grayscale
- Stablecoin Free-Float
- Silvergate’s Settlement Network
- Growth of Crypto-Native Credit
Watch the video to hear the discussion!
In the SECOND HALF of the video, David and Ryan turn their attention to ETHEREUM:
Will Ethereum Capture the Bull Market?
Topics we discussed:
Ethereum and the Bull Market
-
The Deposit Contract received the required amount of ETH to start off ETH2 on the earliest possible date.
-
Then, it received A TON more of ETH after that.
The 2017 ETH Bull market was underpinned by the possibility of ETH staking and Ethereum scaling just being around the corner
The 2020 ETH Bull market has all of these same dynamics, but AHEAD of the bull market, rather than behind it.
‘Will Staking ever come?’ and ‘Will Ethereum ever scale?’ are NOT questions that are going to be asked this bull run.
Also new this bull run: DeFi!
DeFi👏makes👏capital👏sticky!👏
The capital that entered the 2017 ICO mania was FLEETING. Ethereum was 95% ICOs, and after ICOs stopped making people money, there was no reason for capital to stay put on Ethereum
Things that didn’t exist in 2017:
Collateralized money markets
- Maker - $2.75B
- Compound - $1.7B
- Aave - $1.45B
AMMs
- Uniswap $1.3B
- Balancer $0.4B
Others
- Yearn - $0.5B
- Synthetix - $0.8B
- Nexus - $0.1B
Stablecoin Supply
- $20B in stablecoin market cap on Ethereum.
PLUS, Alpha is found on Ethereum
-
There’s a lot of cognitive dissonance in the world about buying Bitcoin. People have heard about Bitcoin multiple times now, and if they still don’t yet own BTC, they may have a level of cognitive dissonance about buying BTC at ATH prices.
-
People wanting exposure, but not specifically wanting to buy BTC, is a significant reason as to why other assets always do so well in a bull market
People want alpha
-
This cycle, DeFi tokens on Ethereum will capture outsized exposure to people who are trying to outperform BTC
-
Last cycle, it was many different PoW chains and Ethereum L1 competitors, this cycle it will be protocols and projects on Ethereum
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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40 - WTF Happened in 2020? | Meltem Demirors
Meltem Demirors is Chief Strategy Officer of Coinshares... former Vice President of the Digital Currency Group, advocated for crypto in front of Congress... and overall badass.
Meltem wants to answer the question 'WTF Happened in 2020', specifically as it relates to monetary policy from the Federal Reserve, economic forces that result from a top-heavy pension and social welfare system, as well as how COVID impacts financial decision-making.
This is our first video-podcast, because Meltem brought RECEIPTS. She has DATA and CHARTS and FIGURES to show!
We also turn to a discussion on Bitcoin vs Ethereum identity and in-group, out-group dynamics, and have a jovial discussion regarding tribalistic affairs.
Hope you enjoy!
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----- ROLLUP: 3rd Week of November! (MARKET) What’s the Market saying? * BTC Price * + BTC on Ethereum - 151,925 BTC on Ethereum, up ~1,500 BTC + Bitcoin as a system as reached ATH value (link) + BTC unique addresses spiking upwards (link) + 9 BTC metrics that are at ATHs (link) * ETH Price * + Almost 60k ETH in the deposit contract (link) + TVL in DeFi + Ethereum active addresses continually marching to ATHs (link) + ETH 1 cycle behind BTC (link) + ETH always does well in December, 5 out of 5 times (image) + Same BTC, ETH price as December 2017 (tweet) * DPI Price - $81 to $104 * 1 Billion DAI (DAI Stats) * Grayscale $10.8B AUM (tweet)
(RELEASES) What got released? * RocketPool Medalla Beta testnet concludes * + Moving onto a new testnet that tests a RocketPool network with integrated tokenomics * Aave V2 on the Kovan testnet (link) * YFI + BAL as collateral in Maker (tweet) * YAM releases Umbrella product (link) * Etherisc + Chainlink offers crop insurance on Kenyans (link)
(NEWS) What’s in the news? * Rich man invests in Bitcoin (link) * Coinbase crashing (link) * Paypal gets to 85% of Binance US volume in first month (link) * Netherlands exchanges must ask their customers to prove ownership their own their withdrawal addresses (tweet) * Binance Blocking U.S. customers, giving them 90 days to withdraw assets (link) * Binance suing two journalists in anti-defamation suit (link) * Jay Clayton stepping down as SEC Chairman (link) * Masie Williams tweets about Bitcoin (link) * + Pay attention to signals like this, + - Dec 2017, Lady Gaga had Cryptocurrency painted fingernails - That was the top
(TAKES) What’s on your mind? * David
- Bitcoiner’s got triggered really fast about the Call to Action Bankless put out on wednesday
-
- Tweet, Tweet
- It’s because Bitcoin progress primarily occurs in the social layer, not the technological layer. They could look at Ethereum technological progress at scoff at it, because while Ethereum was building, they were marketing
- Now Ethereum is pretty close to being done with building, and people like me and Ryan are now rallying the troops to saw “hey, lets market the fuck out of this thing.
- Big threat.
-
Ryan
-
What’s the best way to get exposure to DeFi? (link)
-
Is ETH staking gonna make it?
-
- 105k ETH in the deposit contract
-
- Over 20%
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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Eric Conner, co-Host of the EthHub Podcast, Formerly Product at Gnosis, and Ethereum’s Unofficial Community Manager
We ask Eric, does he accept the title of 'Unofficial Community Manager'?
Eric has called the the 2018-19 Bear Market period as ‘the time that User, Investors, and Builders of Ethereum all came together’
- Why is this important?
- What was the Ethereum community like in 2015-17?
- How has the Ethereum community developed, changed, matured over time?
Did Eric ever have doubts that we would ever get to this point?
Then, Eric and David discuss the merits of a 'patriotic duty to Stake ETH'
- Is it someone's patriotic duty to stake?
- Or is ETH staking just another yield-farm?
- How does the role of feeling politically aligned play in Staking ETH?
Finally, we turn to the Bull Case for Ethereum
- What is Eric's perceived 'win-condition' for Ethereum?
Tune into the video!
https://youtu.be/BtPOpRzx6NQ
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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🚀 ZERION - INVEST IN DEFI FROM ONE PLACE (download it now!) https://bankless.cc/zerion
🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU
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Michael Sonnenshein is the Managing Director at Grayscale Investments, the largest digital currency asset management company by far.
You may have seen a GBTC or ETHE products in your Schwab account, a way price exposure to ETH and BTC
...wondered what those things are?
We're going to talk about that today with Michael.
Grayscale has built a bridge for almost $10B to flow into the crypto world, by working inside the legacy system, rather than outside of it.
Listen to this podcast to see how Grayscale is helping promote crypto!
Retail products:
- What Greyscale products can the average, unaccredited retail investor buy today?
- What’s the difference between GBTC/ETHE and an ETF?
- What are the fees?
Accredited investors products ($1m in assets or $200k per year)
- How do accredited investors power the Grayscale trust?
- What narratives that are driving the inflows?
- What are the most popular products with this group?
- Bitcoin Trust: $39.5 million
- Ethereum Trust: $9.0 million
- Large Cap Fund: $1.1 million
Bitcoin Investor Study - what were the takeaways?
Size of Greyscale relative to supply
- How much BTC supply - 400k in June (3-4% of all Bitcoin)?
- As a proportion of mined BTC?
- How much ETH supply do you own?
- Can Grayscale do a staked ETH product? Any other yield-bearing products?
What’s Greyscale’s next move?
- Expanding more outside BTC?
- Getting acquired?
- AUM size?
- Specifically with DeFi?
Action items:
- Read reports Bitcoin Investor Study
- https://grayscale.co/insights/bitcoin-investor-study-2020/
- If you’re looking at GBTC or ETHE in your portfolio premium vs spot price first:
- https://ycharts.com/companies/GBTC/discount_or_premium_to_nav
- https://ycharts.com/companies/ETHE/discount_or_premium_to_nav
- 5 - star reviews the podcast!
Don't stop at the video!
Subscribe to the Bankless newsletter program http://bankless.substack.com/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith
🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn
ROLLUP: 2nd Week of November
What are we doing:
Happy Friday morning...
End of the week rollup
Dedicating 5 minutes to 5 topics, same 5 topics every week
- Market
- Releases
- News
- Takes
- What are you excited about?
(MARKET) What’s the Market saying?
BTC Price
- 16k
- BTC Treasuries website (https://bitcointreasuries.org/))
- BTC on Ethereum: 153k
ETH Price
$1B of ETH in Grayscale (https://www.theblockcrypto.com/linked/83854/grayscale-ethereum-trust-1-billion-aum)
TVL in DeFi - up $1B from last week
DeFi Token price - remember last wk when DeFi was dead?
(RELEASES) What got released?
-
PayPal removes waitlist - all paypal users can use crypto now (https://www.coindesk.com/paypal-removes-waitlist-for-new-crypto-service)
-
LiquidStake (https://www.coindesk.com/ethereum-heavyweights-launch-liquidstake-loans-to-ease-eth-2-0-lockup)
Dharma Bank Account Integration (https://twitter.com/Dharma_HQ/status/1323311960432148481)
Bank Account - Dharma - Uniswap
Synthetix synthetic Oil and inverse-synthetic Oil now available
Chainlink working on xDAI network (https://www.xdaichain.com/about-xdai/project-spotlights/chainlink)
EIP1559 Updates
Tim Beiko tweet thread (https://twitter.com/TimBeiko/status/1325839080974774272?s=20)
-
Mainnet-condition testnets
-
Developer tooling for easy 1559 integration
Micah Zoltu blog post (https://medium.com/@MicahZoltu/a-tale-of-two-pricing-schemes-dc9c8717906)
(NEWS) What’s in the news?
Infura CRASH (https://www.theblockcrypto.com/post/84232/ethereum-infrastructure-provider-infura-is-down)
In response, someone made EthereumNodes.com to report who has endpoints up and who doesn’t
Zapper gets $1.5M in funding (https://www.coindesk.com/defi-dashboard-zapper-snags-new-funding-from-delphi-and-coinbase-ventures)
- Delphi
- Coinbase
Binance donates $100k to Gitcoin (https://www.binance.com/en/blog/421499824684901205/Binance-Pledges-$100000-Donation-to-Gitcoin-Grants)
CZ depositing 32 ETH to the deposit contract (https://twitter.com/cz_binance/status/1325978447148064768)
CipherTrace scaring regulators (https://ciphertrace.com/half-of-2020-crypto-hacks-are-from-defi-protocols-and-exchanges/)
Ray Dalio on banning Bitcoin (https://www.coindesk.com/bridgewaters-dalio-sees-governments-banning-bitcoin-should-it-become-material)
Final Boss:
ShapeShift Delisting ZEC over regulator concerns (https://www.coindesk.com/shapeshift-delists-privacy-coin-zcash-over-regulatory-concerns)
IRS is coming after Coinbase for tax information (https://cointelegraph.com/news/u-s-law-firm-says-irs-is-coming-after-coinbase-users-who-evade-taxes)
BTC mining pools & KYC (https://stockhouse.com/news/press-releases/2020/10/29/dmg-s-subsidiary-blockseer-launches-bitcoin-mining-pool-focused-on-good)
U.S. Feds doing research on CBDCs (https://www.theblockcrypto.com/linked/84087/fed-central-bank-digital-currency-research)
Lebanon CBDC (https://www.coindesk.com/lebanon-digital-currency-2021)
SEC changing Reg A, Reg CF, Rule 504D limits, among other things (https://www.sec.gov/news/press-release/2020-273)
Reg A $50m - $75m
Reg CF $1m - $5m
504D $5m -$10m
(TAKES) What’s on your mind?
Gotta do it
- Bring up the frogs (https://twitter.com/kekspawn/status/1326253486070173696/photo/1)
What’s on my mind?
What is DeFi?
Is Bitcoin DeFi (https://twitter.com/RyanSAdams/status/1326950305725026304?s=20)?
Is Ethereum DeFi?
Is BinanceChain DeFi?
Is PolkaDot DeFi?
Is Cosmos DeFi?
IS DEFI DEFI?
What are you excited about?
DH:
-
Ethereum / ETH being understood
-
ETH the Internet Bond
-
BTC is an evolution on Gold. Therefore, BTC market cap should be much larger than gold
I'm compelled!
- ETH’s market cap should be an evolution on the market cap of bond markets
Never before has there been a hard-money bond market
RSA: sovereign bond market is $57t btw
I’m excited that we’re in a bull run:
If you're new to crypto... Welcome to your first bull run. Things will only getting crazier from here. Buckle up.
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Zapper AMA with Founder Seb Audet and DeFi Dad
Zapper is a home-base for your financial activity on Ethereum. Load up your wallets at https://zapper.fi/ and use Zapper to make quick and easy transactions in DeFi!
DeFi Dad on Twitter: https://twitter.com/defi_dad
Seb on Twitter: https://twitter.com/sebaudet26
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
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LiquidStake - Andrew Keys & James Slazas | Meet the Nation
DARMA Capital is a fund that is perma-bullish on ETH, and the entire fund is focused on producing ETH-denominated returns for their investors.
DARMA has rolled out LiquidStake, a Staking-as-a-Service product that enables ETH 2.0 stakers to access liquidity during the unknown ETH lockup period.
Article: https://www.coindesk.com/ethereum-heavyweights-launch-liquidstake-loans-to-ease-eth-2-0-lockup
Andrew on Twitter: https://twitter.com/AndrewDARMACAP?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
For this particular State of the Nation, the video is very helpful. Especially when we discuss the calculator and staking returns:
📺 WATCH: https://youtu.be/FkxrTXCRUOo
_________
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https://bankless.cc/argent
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SotN#22: BONDING! w/ @StakeETH (ETH Internet Bond Market, Staking Returns, ETH Needed to Retire?)
The Internet Bond: https://bankless.substack.com/p/eth-the-internet-bond
Whitepaper: https://drive.google.com/file/d/13-s15SvCIUBukhSZiNkpd0sTff3izQ5G/view
Calculator: https://docs.google.com/spreadsheets/d/1LTv8c-9nfq225bV-esv-JXmb0K-nM_z6qbmVooTAUUo/edit?ts=5f730135#gid=13834492
Ryan's: 7 Lessons for Crypto Pioneers
https://bankless.substack.com/p/7-lessons-for-crypto-pioneers-market
Bankless Guide: How to Become a Validator
https://bankless.substack.com/p/-guide-how-to-become-a-validator
CodeFi, Collins project!
https://activate.codefi.network/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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The World is Waking Up to Crypto | Raoul Pal
Raoul Pal is the CEO and co-founder of Real Vision, which is a content production studio focused on democratizing access to financial knowledge. He is an investor with a sharp eye on the global macro environment, and has a strong grasp on the relationship between history and economics.
Raoul is famous for being 'irresponsibly long' on Bitcoin, and has expressed similar favourable attitudes towards Ethereum and DeFi.
We start the episode asking about the role that Bitcoin fills in the current financial crises.
What about the current state of the world makes Raoul bullish on Bitcoin? Why does the world need it? Why now?
- What are the factors that are influencing the incentives behind central governments printing money?
Raoul is generally of the opinion that the money printer is going to be forced to turn on
-
Why forced?
-
How does the looming retirement crisis impact the valuation of Bitcoin?
-
Does Raoul think about how the U.S. might become really jealous of people taking their newly printing money and buying Bitcoin with it?
Then, we turn the conversation to Ethereum, and Ether, as well as the Bankless thesis!
Tune in!
MORE CONTENT:
Real Vision: https://www.realvision.com/
Retirement crisis video: https://www.youtube.com/watch?v=5OFaZcC0lRU&t=1611s
Reinventing the money system with Ethereum: https://www.youtube.com/watch?v=0cZtrX2EHtw
Bitcoin is a life raft: https://www.youtube.com/watch?v=qL2LfVRl3J0
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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(MARKET) What’s the Market saying? (5 mins) * BTC Price + Republican house = no tax cut repeals, no increase in capital gains + = Bullish? + Number never goes down * + Biden presidency = Pro stimulus, pro MMT + BTC on Ethereum + BTC futures ATH volume before election (link) * ETH Price + Existent + Underwhelming (in price) + - Means the upside is the head of us. - People that were already bullish didnt have any further ability to express more bullishness - So much of the game is left to be played + https://twitter.com/TrustlessState/status/1324360199507881984?s=20 + Unchanged, flat. * + Phase 0 pump was… + TVL in DeFi + 11.3B * Prediction Markets (literally ‘what are the market saying’) + (BIDEN) + David made a bet! + https://catnip.exchange/ + Tweet * + FTX centralized exchange + PolyMarket + nTrump and yTrump tokens from Catnip, built with Augur + Balancer * Uniswap 4B in 1 week (link)
(RELEASES) What got released? * ETH 2 Deposit Contract announced + Alpha Leak & Guide (link) + If 500k ETH gets deposited to the Depositcontract.eth, december 1st or 7 days after threshold is reached, Phase 0 is launched. + - ETH staking is officially here + FUD? Yes according to Preston and also facts + - ETH can’t be transferred in phase 0 - Anyways, the people that put their ETH on the line in the name of ETH 2.0 are not speculators. Theres no product market fit here. + (Link) * + Shill Bankless content + FTX playing with ‘Beacon Chain ETH’ as a secondary ETH asset to-be traded on FTX (link) + Before moving on, worthwhile to let people know about this ETH graphic * Loopring Smart Contract mobile wallet (link) * Verizon playing with blockchains for news verification?? (link)
(NEWS) What’s in the news? * Australia CBDC (link) * + Another consensys client * Companies have committed to CBDCs * + (Mastercard) * PayPal Q3 Earnings call indicates that their Crypto products are in high demand (tweet) (transcript) + Venmo first half of 2021 + - Eyeball exposure * + Takeaways from PayPal's Q3 earnings call: + BTC and CBDCs pretty much of equal importance + Venmo gets crypto in first half of 2021 + Surprised by the reaction to their announcement + Wait list was 2-3x larger than expected + Users check the price a lot after buying crypto (lol) + PayPal signals interest in enabling more assets, specifically eyeing CBDCs (link) * Fidelity doubling down HARD on digital assets (link) * + Hiring a cohort of over 20 developers * US Gov seizes $1B in BTC (link) * Huobi under nation state attack (link) * + Same thing as OKEx * Fincen proposal to lower Travel rule threshold to $250 (link) * + Can’t send 250 or more internationally without reporting. Big thumbs down. * SBF is among Biden’s top donators (link) * + Getting ahead of his illegal actions by donating. We know how this works.
(TAKES) What’s on your mind? * (David) Lack of trust in institutions means there's is increasingly becoming room for people to be open to new alternatives * + 2020 has changed so many paradigms, that adopting things like Bitcoin and Ethereum just don’t seem that crazy by comparison any more. + The common phrase that we hear all the time is that ‘trust in institutions are at an all time low + What is Bitcoin, Ethereum, and DeFi other than new alternative institutions in which we can place our trust? + I don't see how we are gaining trust in institutions back. I don’t see us ‘voting’ our way into a richer world. I see us adoption new institutions that can’t break our trust. * (Ryan) * + Uniswap is doing $4b per week--you can no longer say DeFi/Ethereum is useless * (Ryan) Take 1: ETH is not priced in * (Ryan) Spicy take * + We don't need a Bitcoin v2 because it already exists. + It's called Ethereum.
What are you excited about? * David: The arrival of Ethereum 2.0 brings so many 2nd, 3rd order consequences + ETH triple point asset thesis moves closer to the status quo. * + ETH price has an entirely new value proposition + To this day, we still hear people citing John Pfeffers ETH investment thesis, which some in the ETH camp, us included, cited as total BS from day one (at least how it relates to ETH), but the Ethereum side of things never had any hard evidence to back it up. NOW WE DO. + All previous unfavorable theories of ETH are defunct * Ryan: ETH as a Digital Bond (link) (link) * + investors are going to wake up to ETH as a yield asset + Digital Bond
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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Phase 0 is HERE - ETH STAKING December 1st!
What Happens on December 1st?
Can we just send ETH to depositcontract.eth?
What else do we have to do?
How much ETH is required in the deposit contract?
What are the risks? How do I avoid getting slashed?
We bring Preston Van Loon from the Prysmatic Labs team to inform us of WHAT JUST HAPPENED!
LINKS: Launchpad for Staking ETH and running an ETH 2 validator: https://launchpad.ethereum.org/
MAKE SURE YOU KNOW WHAT YOUR DOING. START BY WATCHING THE VIDEO on YouTube: https://www.youtube.com/watch?v=SkUiw1y3BHU&feature=youtu.be
Ethereum.org Official Blog: https://blog.ethereum.org/2020/11/04/eth2-quick-update-no-19/
Deposit contract Etherscan address: https://etherscan.io/address/0x00000000219ab540356cBB839Cbe05303d7705Fa
Follow Preston on Twitter: https://twitter.com/preston_vanloon
Prysmatic Labs website: https://prysmaticlabs.com/
RocketPool Meet the Nation: https://www.youtube.com/watch?v=cqf6aJCFZn8&t=599s
RocketPool Tactic: https://bankless.substack.com/p/how-to-mint-reth-on-rocket-pool
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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https://bankless.cc/monolith
🚀ARGENT - OUR MOST RECOMMENDED DEFI WALLET https://bankless.cc/argent
🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU
http://bankless.cc/yearn
SotN#21: POLITICAL! w/ Tyler Whirty (ELECTION DAY! Repubs, Dems, Crypto, and YOU)
Joe Biden or Donald Trump…
- How these two outcomes with how it relates to crypto?
- How does this decision impact our industry?
- Is there a partisan divide between the two parties and their stance towards our industry?
Assuming the answer is somewhere around ‘it doesn’t really matter’...
- What are the political decisions that are going to be made in the near-term that will impact our industry
- What are the characteristics, features of Crypto, DeFi, Bitcoin that are at stake due to political decisions in government?
- What do we have to lose in this fight?
- What does crypto have to gain from a successful regulatory relationship with the US?
LINKS
Tyler's Election prediction https://twitter.com/twhirty_/status/1323640068469379074?s=21
Real-time odds on Ethereum
https://polymarket.com/market/will-trump-win-the-2020-us-presidential-election
Bankless Market Monday: The Fight Yet to Come https://bankless.substack.com/p/the-fight-thats-yet-to-come-market
Ryan Twitter Poll: Have we already lost the fight for privacy? https://twitter.com/RyanSAdams/status/1323371459230814212?s=20
Don't stop at the video!
Subscribe to the Bankless newsletter program http://bankless.substack.com/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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⭐️LEDGER - BEST HARDWARE WALLET TO SECURE CRYPTO https://bankless.cc/ledger-20
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://bankless.cc/monolith
🚀ARGENT - OUR MOST RECOMMENDED DEFI WALLET https://bankless.cc/argent
🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU
http://bankless.cc/yearn
SotN#21: POLITICAL! w/ Tyler Whirty (ELECTION DAY! Repubs, Dems, Crypto, and YOU)
Joe Biden or Donald Trump…
- How these two outcomes with how it relates to crypto?
- How does this decision impact our industry?
- Is there a partisan divide between the two parties and their stance towards our industry?
Assuming the answer is somewhere around ‘it doesn’t really matter’...
- What are the political decisions that are going to be made in the near-term that will impact our industry
- What are the characteristics, features of Crypto, DeFi, Bitcoin that are at stake due to political decisions in government?
- What do we have to lose in this fight?
- What does crypto have to gain from a successful regulatory relationship with the US?
LINKS
Tyler's Election prediction https://twitter.com/twhirty_/status/1323640068469379074?s=21
Real-time odds on Ethereum
https://polymarket.com/market/will-trump-win-the-2020-us-presidential-election
Bankless Market Monday: The Fight Yet to Come https://bankless.substack.com/p/the-fight-thats-yet-to-come-market
Ryan Twitter Poll: Have we already lost the fight for privacy? https://twitter.com/RyanSAdams/status/1323371459230814212?s=20
Don't stop at the video!
Subscribe to the Bankless newsletter program http://bankless.substack.com/
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Follow David on Twitter https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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https://bankless.cc/monolith
🚀ARGENT - OUR MOST RECOMMENDED DEFI WALLET https://bankless.cc/argent
🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU
http://bankless.cc/yearn
37 - Crypto is Empowering | Phil Bonello
Phil Bonelo
- Director of Research of Greyscale
- Former ikigai asset management
- Messari. How crypto powers the individual.
Phil speaks about technology for the people by the people, a central theme of the Bankless Nation.
Crypto is an empowering technology.
Elliptic curve cryptography provides the maximum level of ownership assurances over property, a service that the Nation State historically has had monopoly over.
Cryptocurrency is a subset of cryptograpgy.
Cryptography powers more thing than just 'crypto'.
Why is it important to have individual-empowering technology?
How does encryption empower the individual? Is this good?
How does cryptography impact global labor markets?
What does an internet-enabled economy produce?
What else can we do with this power?
Join us as we go on this journey!
ACTIONS: 1) Read the Sovereign individual thesis - https://philjbonello.substack.com/p/the-sovereign-individual-investment
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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ROLLUP: 4th Week of October
MARKET: What’s the Market saying?
BTC Price
- More or less ATH. Less than 5 weeks of time spent above 13k!
ETH Price
- YFI, UNI, DeFi tokens down
- Anthony Sassano's Daily Gwei piece on the swinging pendulum https://thedailygwei.substack.com/p/the-sentiment-pendulum-the-daily
- $2B BTC on Ethereum https://btconethereum.com/
RELEASES: What got released? Aave Admin Key Handover https://medium.com/aave/aave-admin-key-handover-3e09e603d348
Coinbase Debit cards https://decrypt.co/46507/coinbase-expands-crypto-debit-card-to-us-customers?utm_source=twitter&utm_medium=social&utm_campaign=auto
JPM Coin https://www.cnbc.com/2020/10/27/jpmorgan-creates-new-unit-for-blockchain-projects-as-it-says-the-technology-is-close-to-making-money.html
JPM on the market for a custody provider https://twitter.com/TheBlock__/status/1321195503367970820
The largest bank in Singapore just launched a crypto exchange DBS! Audius on mainnet; airdrop to 10k most popular artists FTX Launches BTC-Equity trading pairs https://www.coindesk.com/ftx-launches-bitcoin-pairs-against-amazon-apple-tokenized-stocks
Traders in the U.S. and FTX’s other restricted jurisdictions will not be eligible to trade the products. Did he not learn from BitMEX??
NEWS What’s in the news?
Avanti is now a Crypto-Bank https://decrypt.co/46561/avanti-becomes-second-crypto-bank-us
Formalization of bank = Crypto integration ‘Crypto-Bank’ was more of a meme, now its a reality
Microstrategy has made more from purchasing Bitcoin than it has in 3.5 years of revenue https://coinfomania.com/microstrategys-bitcoin-gains-exceeds-3yr-earnings/
Iran enabled BTC for import payments https://www.coindesk.com/iran-amends-law-to-allow-imports-to-be-funded-with-cryptocurrency
Implication that Iran is stockpiling BTC? Cryptocurrency allows you to go around regulations
Flash Loans making governance decisions https://twitter.com/votewithtally/status/1321509824312455170?s=21
Consensys helps French Bank with CBDC pilot program https://www.coindesk.com/ethereum-developer-consensys-to-assist-french-bank-with-cbdc-pilot
Consensys helps Bank of Thailand for CBDC project https://consensys.net/blog/press-release/consensys-selected-as-technology-partner-by-the-bank-of-thailand-for-cbdc-project
TAKES What’s on your mind?
(David) BTC + Ethereum OR BTC or Ethereum https://twitter.com/TrustlessState/status/1321632145673121792?s=20 $2B BTC on Ethereum
(Ryan) Everytime I use a bank I get more bullish ETH https://twitter.com/RyanSAdams/status/1321870051859976193?s=20
Infrastructure upgrade!! (Ryan) Dirty secret of ETH killers--the VCs own them! https://twitter.com/RyanSAdams/status/1321131634142388228?s=20
If you think the tokens of ETH killers are the same as ETH, you don't understand Ethereum. https://twitter.com/RyanSAdams/status/1320714858229321728?s=20
What are you excited about? (
(David) Balancer Smart Pools https://twitter.com/TrustlessState/status/1321622734120525824?s=20)
(David) Getting this election over with. Market turmoil ahead! COVID 3rd wave lockdowns
(Ryan) All bank ledgers are Ethereum sidechains https://twitter.com/RyanSAdams/status/1321067583983046656?s=20
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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SotN#19: HARDENING! with Demian Brener from Open Zeppelin (Harvest Hack, Defining Trustless, New Open Zeppelin Platform: DEFENDER)
Starting with the Harvest Hack! We discuss how the Harvest Hack happened.
Read:
Bankless Market Monday: Are We Trustless Yet? https://bankless.substack.com/p/are-we-trustless-yet-market-monday
Daily Gwei account of the Harvest Hack https://thedailygwei.substack.com/p/a-rotten-harvest-the-daily-gwei-103
Was this a new type of exploit? Or have we seen this type of exploit before?
What was the weakness in Harvest’s protocol that enabled this exploit?
Was this exploit avoidable, or was that attack surface integral to how harvest operated?
What should the Harvest team have done differently?
Defining ‘Trustless’
John Adler defines trustless as these two things
1. You always have your money
2. No one can steal your money Do you agree with this definition of trustless? How would you define trustless?
New Open Zeppelin Platform: DEFENDER
We're going to get into what this is and how it is helping harden DeFi Ship faster with lower risk.
Automate your Ethereum operations to deliver high-quality products faster with less risk to users. https://openzeppelin.com/defender/
Moloch NFT: https://app.rarible.com/token/0x59c53d49dc17c603a4aa41b67aa93f45f16a9dc1:1:0x3d6cdfafbfb3b76dc02bbee72564dd3160eacb8a
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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36 - The DeFi Blockspace Cycle | Nic Carter
Nic Carter recently released an article titled "Public Blockchain Fee Cyclicality and Negative Feedback Loops"...
... simplified "transaction fees get higher, and that incentives people transact less, and then that lowers transaction fees and that incentives people to transact more"
According to Nic, there's no equilibrium found upon public blockchains with inflexible block size; the demand to purchase blockspace will always be volatile, across all time frames.
Another perspective: constraints on blockspace availability dramatically impacts the kind of usage that is feasible to happen on the base-layer blockchain.
Transactors who are transacting large transactions will pay for higher fees! This severely impacts the markets that are supported by public blockchains! Constraints on block space are constraints on market participants!
David, Ryan, and Nic go through Nic's process is disecting the data that created these conclusions. Nic gives his perspective as to the ultimate pattern that emerges from this data.
David reads Nic's article aloud on the Bankless YouTube! Useful for listening to the episode! https://www.youtube.com/watch?v=RZ1X_3I5KrI&t=666s
Actions & Resources:
Read Nic’s articles Ethereum’s Fees Mean Choosing Between a World Computer and a Financial Network https://www.coindesk.com/ethereums-fees-mean-choosing-between-a-world-computer-and-a-financial-network
Public Blockchain Fee Cyclicality and Negative Feedback Loops https://medium.com/@nic__carter/public-blockchain-fee-cyclicality-and-negative-feedback-loops-1620141a8a87
The Adaptive Markets Hypothesis Robert Low https://blogs.cfainstitute.org/investor/2017/12/18/the-adaptive-markets-hypothesis-a-financial-ecosystems-survival-guide/
https://www.alphasimplex.com/wp-content/uploads/2004/09/The-Adaptive-Markets-Hypothesis.pdf
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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ROLLUP: 3rd Week of October Welcome to Weekly Rollups, where David and Ryan package up a whole week's worth of news into a bite-sized bit of data, for easy inclusion into your brain!
Weekly Rollups: 5 TOPICS, 5 MINUTES EACH
PRICES AND MARKETS
- BTC
- ETH Price
- TVL in DeFi
- ETH unique address ATH https://twitter.com/santimentfeed/status/1317165165234835456?s=20
- Ethereum to settle $1T in 2020 https://twitter.com/MessariCrypto/status/1318985292347543552
WHAT GOT RELEASED?
- PayPal adopts crypto
_____ ⚠️ walled garden! Not yet crypto! https://www.reuters.com/article/paypal-cryptocurrency/update-1-paypal-to-open-up-network-to-cryptocurrencies-idUSL1N2HC0PL
Barn Bridge https://defirate.com/barnbridge-seed-round/
- Separates risk into tranches
- Smooths out yields across protocols
Yield Protocol https://medium.com/yield-protocol/yield-protocol-is-live-e6e8ebf2537b
- Fixed-rate, fixed-term borrowing and lending, with market-determined interest rates.
CirclesUBI https://decrypt.co/45419/universal-basic-income-app-launches-gives-users-free-crypto
- Decentralized Identity
- Regular issuance + airdrop token
MetaMask Swaps https://medium.com/metamask/introducing-metamask-swaps-84318c643785
- Swap assets inside MetaMask
- Aggregator of aggregators
WHAT'S IN THE NEWS?
Fincen going after BTC mixing service https://www.theblockcrypto.com/linked/81667/fincen-mixing-service-helix-fine-bitcoin
Central Bank Digital Currencies are getting hype https://twitter.com/RaoulGMI/status/1317836119149580288?s=20
Shielded Zvash Pool hit 600k ZE https://twitter.com/jswihart/status/1317192646062796801?s=20
Coinbase Report on who requests data from Coinbase https://blog.coinbase.com/transparency-at-coinbase-c8edf6dce4d6
Yearn Manifesto https://gov.yearn.finance/t/how-we-think-about-yearn/7137
Watches on the Blockchain! https://www.coindesk.com/breitling-arianee-all-new-watches-ethereum
WHAT'S ON YOUR MIND?
David: The dominoes seems to be falling faster and faster Markets, Charts, news and releases all seem to align/resonate and this is one of those moments I’ve been more bullish BTC than normal, and more publicly bullish BTC than normal (much to Sassals dismay) but that doesn’t change the fact that when BTC moons, ETH usually Moons 2x.
Ryan:
Long-term I think Bitcoin is second place on market cap (preparing the way) - Bitcoin:
-- 2nd place in transaction fees
-- 2nd place in settlement value
-- 2nd place in transaction volume
- There’s not such thing as ALT: if you continue see the crypto world through the lens of "Bitcoin" and the "Alts" you're going to get left behind. It's 2020, not 2015. Today there are: - Crypto capital assets
- Crypto commodities
- Crypto monies The same asset superclasses as old finance.
WHAT ARE YOU EXCITED ABOUT?
David: Deposit Contract Hype! 1 ETH value accrual pillar to 2 pillars
Ryan: Projects launching directly on L2 https://twitter.com/RyanSAdams/status/1318299374556975104?s=20
- Honeyswap (on XDAI): https://www.xdaichain.com/about-xdai/project-spotlights/honeyswap
- CircleUBI
- POAP
- minting directly on xDai then bridge to Etheruem
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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ETH 2.0 AMA with Danny Ryan
Danny Ryan is a researcher at the EF and is one of the lead coordinators behind the ETH 2. movement!
Listen to Danny's talk at ETH Online! https://www.youtube.com/watch?v=wEh4u5a-43o&t=1539s
Check out ETH Online! https://ethglobal.online/#schedule
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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SotN#19: DRUMROLLING! w/ Jacob Cantele from Metamask, Q3 Token Report, Gradually then Suddenly
MetaMask Exceeds 1 Million Monthly Active Users https://medium.com/metamask/metamask-exceeds-1-million-monthly-active-users-9da72a1e915d
- How was this data collected?
- How has this impacted or changed MetaMask’s priorities with its product?
Introducing MetaMask Swaps https://medium.com/metamask/introducing-metamask-swaps-84318c643785
- MetaMask is aggregating the aggregators!
- 0.875% fee for MetaMask saving you up to 5% on your trade!
Then, we turn to the Q3 Token Report from Lucas Campbell!
Bankless Q3 Token Report: https://bankless.substack.com/p/bankless-q3-token-report
Rise of the Ownership Economy
Lastly, David and Ryan discuss 'gradually, then suddenly' in the crypto revolution https://bankless.substack.com/p/gradually-then-suddenly-market-monday
Five-star reviews to help grow the Nation!
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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35 - Designing Ethereum | Vitalik Buterin
With Ethereum 2.0 on the horizon, we bring Vitalik Buterin back onto the podcast to discuss the 'why' behind many of the design choices of Ethereum 2.0
Why Proof of Stake? Why Sharding?
We also go over what has been discovered and added between the 2015 launch of Ethereum 1.x, and where we are now, such as
- EIP1559
- Rollups
as well as Vitaliks view of a 'rollup centric Ethereum'
We also discuss the process going getting Ethereum 1 onboarded into Ethereum 2.0, as well as a rollup-round where we ask some quick questions!
'Rollup Centric Ethereum' blog post: https://ethereum-magicians.org/t/a-rollup-centric-ethereum-roadmap/4698
Get ready for Staking: https://bankless.substack.com/p/guide-becoming-a-validator-on-the History:
https://blog.ethereum.org/2014/01/15/slasher-a-punitive-proof-of-stake-algorithm/
https://vitalik.ca/general/2019/11/22/progress.html
https://blog.ethereum.org/2014/11/25/proof-stake-learned-love-weak-subjectivity/
https://vitalik.ca/general/2020/08/17/philosophy.html
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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Weekly Rollups - 2ND WEEK OF OCTOBER
Welcome to Weekly Rollups, where David and Ryan package up a whole weeks worth of news into a bite-sized bit of data, for easy inclusion into your brain!
Weekly Rollups: 5 TOPICS, 5 MINUTES EACH
PRICES AND MARKETS
-
BTC, ETH Price
-
TVL in DeFi
-
BTC hashrate ATH
-
Tornado cash is picking up speed (https://twitter.com/BotTornado/status/1315364063547994117?s=20)
-
Bitcoin when moon? (https://bankless.substack.com/p/when-bitcoin-moon) WHAT GOT RELEASED?
-
Uniswap on TradingView
-
YFI, BAL governance vote for collateral into Maker
-
ETH 2 Bounty Program https://twitter.com/dannyryan/status/1314563680588238853
-
MetaMask Swaps, 1M monthly actives https://medium.com/metamask/metamask-exceeds-1-million-monthly-active-users-9da72a1e915d
-
Zinken Testnet is up and running https://zinken.launchpad.ethereum.org/
-
The Block sexy new data dashboard! https://www.theblockcrypto.com/data/on-chain-metrics/bitcoin
WHAT'S IN THE NEWS?
-
Grayscale took in $1B in Q3 https://grayscale.co/insights/grayscale-q3-2020-digital-asset-investment-report/)
-
DOJ 83-page crypto framework https://www.justice.gov/opa/pr/attorney-general-william-p-barr-announces-publication-cryptocurrency-enforcement-framework
-
China Airdopping their Central Bank Digital Currency https://twitter.com/cz_binance/status/1315830279676686336?s=20 WHAT'S ON YOUR MIND?
-
Hayden's Tweet Heard Around the World https://twitter.com/haydenzadams/status/1313959574244859905?s=20
-
CFTC Chairman is impressed about Ethereum FULL STOP https://twitter.com/CoinDesk/status/1316506694839685125?s=20
-
Scaling approaching from ALL FRONTS:
---The Graph Adds State Channels https://thegraph.com/blog/the-graph-brings-state-channels-to-ethereum
---Curve Implements zkSync https://medium.com/matter-labs/curve-zksync-l2-ethereums-first-user-defined-zk-rollup-smart-contract-5a72c496b350
---Aztec Unveils Ethereum Layer 2 Network https://medium.com/aztec-protocol/aztec-zkrollup-layer-2-privacy-1978e90ee3b6
WHAT ARE YOU EXCITED ABOUT?
David:
- ETHOnline DeFi Summit is TODAY (Friday, Oct 16th) https://live.ethonline.org/
- ETH price is going to start reflected the reduced execution risk of ETH 2.0
Ryan
- Token Revenue did 26x growth in Q3 https://bankless.substack.com/p/bankless-q3-token-report
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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Tim Beiko (ConsenSys) the chief herder of cats for EIP1559 tells us what EIP1559 is and if it's actually happening anytime soon on Eth1.
Topics:
-
EIP1559 is Ethereum's scarcity engine
-
What’s the current state of EIP1559?
-
Is it actually happening?
And then...
- The 6 things driving the crypto markets right now
Links: Ethereum Cat Herders report on EIP1559: https://medium.com/ethereum-cat-herders/eip-1559-community-outreach-report-aa18be0666b5
Checklist for EIP1559 readiness: https://github.com/ethereum/pm/blob/master/Fee%20Market%20Meetings/mainnet-readiness.md
Geth managing Ethereum State: https://blog.ethereum.org/2020/07/17/ask-about-geth-snapshot-acceleration/
What's driving the market: https://bankless.substack.com/p/whats-driving-the-market-market-monday
Bitcoin's scarcity game: https://bankless.substack.com/p/bitcoins-scarcity-game
Five-star reviews to help grow the Nation!
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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The Ownership Economy | Jesse Walden
Jesse Walden speaks about 'the ownership economy', in which value is returned to the producers via a protocol by compensation codified in its core.
YouTube, Facebook, Twitter are now extracting more than they are providing.
Can Ethereum and DeFi solve this? How can Ethereum host an internet-sized cooperative, like REI? How can token ownership create a larger tent, that can scale organizations past previous limits?
We also discuss Jesse's 3 theories for how crypto will be adopted, and which one he believes will come first:
- The people come, Bank the Unbanked!
- The institutions come, WallStreet wants part of the global casino - The economy comes, non-financial apps create a “real economy"
Actions & Resources:
Read Jesse’s articles:
The Ownership Economy thesis https://variant.fund/the-ownership-economy-crypto-and-consumer-software/
The Ownership Economy in DeFi to date https://variant.fund/how-does-defi-cross-the-chasm/
Progressive Decentralization vs. Fair Launch https://variant.fund/progressive-decentralization-a-playbook-for-building-crypto-applications/
Business Models in Crypto https://variant.fund/cryptos-business-model-is-familiar-what-isnt-is-who-benefits/
Check out our Meet the Nation with RAC https://www.youtube.com/watch?v=vZMQcjLzx7s&t=848s
Five-star reviews to help grow the Nation!\
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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AMA with Felix Feng
Set Protocol has rolled out a TON of new products lately!
We bring CEO Felix Feng on the Bankless YouTube to get our questions directly to the source.
Some recent Announcements that we'll be talking about: https://medium.com/indexcoop/introducing-the-index-cooperative-a4eaaf0bcfe2
https://medium.com/set-protocol/introducing-the-defi-pulse-index-on-tokensets-79f87c6b295b
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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SotN #16: RETREATING! w/ @jchervinsky (BitMEX REKT, SEC Action, is DeFi safe?)
Lots of legal action taken against the crypto world lately! We're bringing Jake Chervinsky from Compound Labs onto the show to help us understand what's going on.
- Enforcement actions from the SEC and CFTC
- SALT Lending pays fine, must return investor funds, must register token
- Kik is official dead, slain by SEC
- BitMEX got BitREKT
-- CEO Arther Hayes 'is AT LARGE', CTO of BitMEX is in jail
But most importantly:
Is DeFi immune from this?
Does the protocolization of financial instruments save the day?
When the spotlight turns to DeFi, are we prepared?
Resources linked & discussed
When worlds collide Bankless article:
https://bankless.substack.com/p/when-worlds-collide-market-monday-a27
The Case for Electronic Cash and Financial Privacy (Coincenter piece that Jake talked about) https://www.coincenter.org/the-case-for-electronic-cash/
Jakes prediction that regulatory action is coming: https://twitter.com/jchervinsky/status/1310626151631671296?s=20
SALT Lending: https://www.coindesk.com/sec-orders-salt-lending-to-refund-investors-in-its-50m-ico
Kick KIN ruling: https://www.coindesk.com/kik-sec-ruling
Bloomberg scare article:
https://www.bloomberg.com/news/articles/2020-10-01/booming-crypto-market-a-potential-haven-for-money-laundering
What does BitMEX charge from the DOJ for breaking the bank secrecy act mean for Defi? https://twitter.com/AdamScochran/status/1311729872050544643?s=20
Jay Clayton SEC chair says all stocks may be tokenized:
https://www.theblockcrypto.com/post/79783/all-stocks-tokenized-sec-chairman-clayton
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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33 - Slaying Moloch | Ameen Soleimani & Kevin Owocki
Moloch is the god of human coordination failure; the reason why we can't have nice things; the embodiment of the Prisoners Dilemma. The story of humanity is a never-ending iterative process of discovering new tools and mechanisms to coordinate against Moloch.
Is Ethereum the Sword that Humanity needs to finally slay Moloch? Why is Ethereum different than previous instances of coordination mechanisms, such as Religion or the Nation-State.
Tune in to this extremely important episode, and join the army of coordinators to help Slay Moloch!
Meditations on Moloch blog post: https://slatestarcodex.com/2014/07/30/meditations-on-moloch/
This is the original source of information which all Moloch-related conversation spawns from
Read aloud on YouTube: https://www.youtube.com/watch?v=SeohwQls2GE&t=5660s
David's Bankless Piece: Ethereum: Moloch Slayer https://bankless.substack.com/p/ethereum-slayer-of-moloch-
Gitcoin & MolochDAO https://gitcoin.co/hackathon/gitxchange2/?tab=hackathon:16
https://gitcoin.co/grants/238/bankless?tab=description
https://www.molochdao.com/
POV Crypto Podcast on MolochDAO origins w/ Ameen: https://www.youtube.com/watch?v=2oU5jjyHWxE&t=4s
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
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State of the Nation is EXPLORING, special guest Dan Robinson of Paradigm.
1) ETHEREUM'S DARK FOREST
Short article from Dan: https://medium.com/@danrobinson/ethereum-is-a-dark-forest-ecc5f0505dff Unofficial Part 2 From samczsun https://samczsun.com/escaping-the-dark-forest/
2) OPTIMISTIC ROLLUPS LIVE! Launch post!https://medium.com/@optimismPBC/light-at-the-end-of-the-tunnel-c390a05bbcb8
3) LIGHTNING ROUND
- Why isn't crypto uncorrelated w/ stocks?
- KuCoin hack showed who's centralized
- $FEW and $EMN
- Spinalda Testnet
Don't stop at the video!
Subscribe to the Bankless newsletter program http://bankless.substack.com/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
September 28, 2020
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🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
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💸 AAVE - LEND AND BORROW DEFI ASSETS
32 - The Bull Case for NFTs | Jake Burkhman & Andrew Steinwold
There's something bubbling under the surface with NFTs. A lot of really smart people are starting to make a lot of noise about the coming wave of NFT explosion.
But what are NFTs exactly?
What can we do with them?
Are they really all that unique?
What is so powerful about a Non-Fungible Token?
Jake Burkhman, founder of CoinFund, is particularly bullish on this sector of Ethereum.
Andrew Steinwold, host of a podcast exclusively dedicated to NFTs, thinks that the world of NFTs will dwarf the world of DeFi by orders of magnitude.
What makes these two individuals so optimistic about NFTs?
Listen to find out!
Resources:
Bankless articles:
The First $100M in NFTs
https://bankless.substack.com/p/the-first-100m-in-nfts
Democratization of Value
https://bankless.substack.com/p/the-democratization-of-value
How to make money selling Digital Art
https://bankless.substack.com/p/how-to-make-money-on-digital-art
Listen: Andrew Steinwold's Podcast: Zima Red
https://anchor.fm/andrew-steinwold
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
September 21, 2020
Tools from our sponsors to go bankless:
🌐 UNSTOPPABLE DOMAINS - GET A HUMAN READABLE CRYPTO DOMAIN
🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AAVE - LEND AND BORROW DEFI ASSETS
AMA with Hugh Karp the Founder of Nexus Mutual
Hugh Karp returns to the Bankless Nation to answer some of the question the community has from listening to his recent podcast!
Resources:
Bankless Podcast with Hugh:
http://podcast.banklesshq.com/31-nexus-mutual-to-billion-hugh-karp
Read: How to assess the risks of a lending protocol?
https://bankless.substack.com/p/how-to-assess-the-risk-of-lending
Read: how to protect against hacks with Nexus
https://bankless.substack.com/p/how-to-protect-against-hacks-with
Nexus Metrics Tracker: https://nexustracker.io/
DeFi Dad Explainer Video: https://www.youtube.com/watch?v=rnzInsKPLR0
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
Episode: #31
September 21, 2020
Tools from our sponsors to go bankless:
🌐 UNSTOPPABLE DOMAINS - GET A HUMAN READABLE CRYPTO DOMAIN
🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AAVE - LEND AND BORROW DEFI ASSETS
State of the Nation - $MEME, NFTs, and EIP1559
$MEME is the main topic of conversation in this state of the nation. We bring on Jordan Lyall (@jordanlyall), the accidental founder of $MEME, to help us understand how MEME accidentally became a thing by memeing itself into existence.
1) $MEME IS HOT RN
2) WHY EIP1559 ISN'T HERE
3) IS UNI A BUY, HOLD, OR SELL?
RESOURCES:
1) DON'T BUY MEME https://dontbuymeme.com/farms
2) EIP1559 AMA https://crypto-ama.herokuapp.com/messages_eip_1559.html
3) UNI TOKEN CLAIM DASHBOARD https://explore.duneanalytics.com/dashboard/uni-token-claims
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
Episode: #31
September 21, 2020
Tools from our sponsors to go bankless:
🌐 UNSTOPPABLE DOMAINS - GET A HUMAN READABLE CRYPTO DOMAIN
🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AAVE - LEND AND BORROW DEFI ASSETS
Nexus Mutual to Billions | Hugh Karp
Hugh Karp is the founder of Nexus Mutual, a DeFi insurance protocol
Nexus Mutual has $80M ETH covering over $240 worth of DeFi insurance, up from $8M last July. Nexus has paid out millions in insurance claims to previous DeFi hacks, and is one of the fastest-growing protocols in DeFi.
Hugh comes from the world of insurance and worked as an actuary before moving into crypto. He brings his real-world insurance knowledge to the DeFi universe through Nexus Mutual, a reconstruction of real-world insurance mechanisms, but built on Ethereum.
Nexus Mutual has over $80M in assets deposited into the Nexus contracts, up from just $8M in July 2020. This $80M is the backstop for $240M of cover purchased by Nexus customers.
Join us as we go through the history of Nexus Mutual, the NXM token, and the future road map with founder Hugh Karp!
WE COVER:
1) Current state of DeFi insurance / safety
2) Benefits of smart-contract based insurance
3) Quick history of insurance
4) Building Nexus
5) Integrating NXM
6) NXM Bonding Curve
7) Future vision of Nexus
Resources:
Read: How to assess the risks of a lending protocol?
https://bankless.substack.com/p/how-to-assess-the-risk-of-lending
Read: how to protect against hacks with Nexus
https://bankless.substack.com/p/how-to-protect-against-hacks-with
Nexus Metrics Tracker: https://nexustracker.io/
DeFi Dad Explainer Video: https://www.youtube.com/watch?v=rnzInsKPLR0
Rate the Podcast 5 Stars
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
Tools from our sponsors to go bankless:
🌐 UNSTOPPABLE DOMAINS - GET A HUMAN READABLE CRYPTO DOMAIN
🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AAVE - BORROW & LEND DEFI ASSETS ON ETHEREUM
The Uniswap Token is OUT! $UNI is here and EVERYONE has some!
David and Ryan release a quick bonus episode to keep you informed about the UNI token release!
RESOURCES:
Intro to Uniswap: https://uniswap.org/blog/uni/
Claim your tokens: https://app.uniswap.org/#/uni
Uniswap 2nd in crypto fees: https://cryptofees.info/
Token terminal for UNI P/E: https://www.tokenterminal.com/
Tracking Ethereum Gas: https://www.gasnow.org/
CoinGecko Yield Farming list: https://www.coingecko.com/en/yield-farming
Rate the Podcast 5 Stars!
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #14 - Tuesday, September 15th, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....FUNding
It that time of year....GITCOIN TIME!!!
Every quarter, 4 times a year, Gitcoin Grants rolls around. This is one of the few times where the money in your wallet means 10x more than it used to... IF... AND ONLY IF.... you donate to your favorite DeFi and Ethereum infrastructure.
We bring on Kevin Owocki, el presidente of Gitcoin, to discuss the role of Gitcoin in funding the DeFi ecosystem and the technology behind funding public goods.
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💸 AAVE - BORROWING AND LENDING DIGITAL ASSETS ON ETHEREUM - DID SOMEONE SAY YIELD FARMING??
STATE OF THE NATION #14 - Tuesday, September 15, 2020 The State of the Bankless Nation is....FUNding
Special Guest...Kevin Owocki @owocki on Twitter
TOPICS:
GITCOIN with Kevin Owocki
1) Gitcoin Round 7... START
2) This round is different... WE'RE IN A BULL MARKET
3) DeFi protocol, DeFi farms, DeFi teams are SENDING GITCOIN $$$
4) Gitcoin is out of the shadow of Consensys, the EF
5) Decentralized Identity, Sybil Resistance of Gitcoin
StableCredit USD
1) Bankless Video was helpful... still need more help in understanding Andre Conje's new StableCredit USD system
2) Aave + Maker + Uniswap + Synethix = StableCredit USD (?)
3) Yearn needs a place to park its capital; it filled all the other protocols
4) Contracts done, UI soon
BTC and ETH are the crypto monies that matter 1. 1. MicroStrategy Buys $175M More in Bitcoin, Upping BTC Holdings to $425M
1. Bitcoin’s prisoners dilemma
2. ETH just passed BTC on total value transferred and that’s huge
3. Fake DeFi doesn’t cut it (CeDeFi)
1. Binance Smart-Contract Chain
https://www.binance.com/en/blog/421499824684900933/Binance-Smart-Chain-Launches-Today
2. 100m fund Binance
3. Block Explorer https://bscscan.com/
4. Token Sets
1. Introducing the DeFi Pulse Index on TokenSets | by Anthony Sassano | Set Labs | Sep, 2020
Don't stop at the video!
Subscribe to the Bankless newsletter program http://bankless.substack.com/
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Follow DeFi Dad on Twitter
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #30
September 14, 2020
Tools from our sponsors to go bankless:
🌐 UNSTOPPABLE DOMAINS - GET A HUMAN READABLE CRYPTO DOMAIN
🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY
Synthetix to Billions | Kain Warwick
Kain Warwick is the founder of the Synthetix Platform, a protocol for generating and trading synthetic digital assets. Kain himself is known for leaning towards crypto-anarchist side of the political spectrum
How did this come about? How has this impacted the building of Synthetix?
Synthetix itself has stood resilient against the 2018/19 bear market. Why? What was the unique advantage of Synthetix vs other 2017 ICO platforms?
What's next for Synthetix now that gas fees are 200+ gwei?
WE COVER:
1) Kain's political stance
2) How this reflected in Synthetix
3) Motivation and Grit around building and producing
4) Growing Community and Culture during a bear market
5) Degen Spartan, and 6 dolla SNX
6) Introducing the SIP process
7) Introducing Yield Farming
8) Recursive upside/downside to SNX + ETH collateral in Synthetix 9) L2 scaling with Optimism
10) Bull market predictions
FURTHER RESOURCES:
Synthetix & Optimism: https://medium.com/ethereum-optimism/synthetix-exchange-meets-the-ovm-2de3a572d6df
Rate the Podcast 5 Stars
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #13 - Tuesday, September 8th, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....SOBERING!
No, we haven't rewritten the laws of the universe, things are still the same...
Follow Anthony on Twitter!
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💸 UNSTOPPABLE DOMAINS - HUMAN READABLE NAMES FOR ETHEREUM AND CRYPTO ADDRESSES
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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY
STATE OF THE NATION #13 - Tuesday, September 8, 2020 The State of the Bankless Nation is....SOBERING!
Special Guest...Anthony Sassano @sassal0x on Twitter
TOPICS:
1) SushiSwap Founder dumping all his Sushi; defecting from the protocol
2) The newest wave of ETH 2 killers is here
3) Protocols directing funds to Gitcoin for Gitcoin Grants: BULLISH for ETHEREUM
ANNOUNCEMENTS:
1) Aave Founder Stani on the Bankless Pod: https://www.youtube.com/watch?v=b76HL0jFctQ&t=938s
2) AMA with Loopring's Matt Finestone on THURSDAY
3) Tactic coming out on the Bankless Newsletter: How to get Yield SAFELY.
Subscribe! https://bankless.substack.com/
We show:
1) Sushi Founder Market-Dumps Sushi
2) Ameen Soleimani post-mortem twitter thread
3) Sushi Founder: "I'm a good guy"
5) Kevin Owocki submits 1% YAM treasury to Gitcoin proposal
6) Andre with the DUNK:
7) David puts the final nail in the coffin
8) BASED now giving Gitcoin 2%!
--- ACTION ITEMS:
1) READ: Sushi's Sin of Betrayal: https://bankless.substack.com/p/sushis-sin-of-betrayal-market-monday
2) READ: How to use yEarn to maximize yield https://bankless.substack.com/p/how-to-leverage-yearn-to-maximize
3) Subscribe to Catch SOTN LIVE every Tuesday at 10am EST (2pm UTC) https://www.youtube.com/c/bankless
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Subscribe to the Bankless newsletter program http://bankless.substack.com/
Visit the official Bankless website for resources http://banklesshq.com/
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Follow DeFi Dad on Twitter
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #29
September 07, 2020
Tools from our sponsors to go bankless:
🌐 UNSTOPPABLE DOMAINS - GET A HUMAN READABLE CRYPTO DOMAIN
🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY
Stani Kulechov is the Founder of the Aave money market, a place for lending and borrowing assets in DeFi.
Aave has marched up the DeFi leaderboard to become one of the top protocols with the most amount of value deposited into its contracts. Aave's token LEND has increased 3300% since its bear market low.
What contributed to Aave's success? What did Aave do differently? Why did Aave's community thrive when others died? What's next for Aave and Aavenomics?
We ask Stani these questions and many more, in order to get a glimpse of what is successful in this DeFi frontier!
WE COVER
1) Crypto-Native Founders
2) Early days of Aave -- ETHLend and the Aave pivot
3) Sticking it out through the bear market
4) Establishing the team-community relationship
5) Rising the Ranks of DeFi
6) VC investment vs ICO investment; pros and cons
7) Aave moves FAST!
8) Aavenomics and Aave Roadmap
9) Bull Market Predictions!
Resources discussed:
- David's article about MKR references by Stani
Episode Actions:
- Read delegated credit explainer article
- Read about Aavenomics + Aave roadmap
- Give us a 5 star review on iTunes!
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #12 - Tuesday, September 1st, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....POSITIONING!
The bankless boys discuss with Mariano Conti why.
Follow Mariano on Twitter!
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🌈 ZAPPER - ULTIMATE HUB FOR DEFI - ZAP INTO DEFI
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY
STATE OF THE NATION #12 - Tuesday, September 1, 2020
State of the Bankless Nation is....POSITIONING! The bankless boys discuss why. Special Guest...Mariano Conti.
Follow Mariano here: https://twitter.com/nanexcool/
TOPICS:
1) YEARN DEEP DIVE (yETH is HUGE)
2) ETHEREUM GOLDEN AGE
3) SUSHI VS UNISWAP
4) ETH P/E IS HILARIOUS
ANNOUCEMENTS:
1) Vance podcast highest viewed - https://www.youtube.com/watch?v=4z3ns...
2) Merch store live - https://merch.banklesshq.com/
3) Ledger deal 20% off - https://bankless.substack.com/p/the-d...
We show:
1) yEarn vaults
2) Trifecta asset tweet
3) YFI in Aave
4) yInsurance
5) YFI governance staking
6) Sushi yields
7) Sushi farms
8) Token terminal
ACTION ITEMS:
1) Try yEarn (warning: highly risky!)
2) Read: How to use yEarn to maximize yield
3) Subscribe to Catch SOTN LIVE every Tuesday at 10am EST (2pm UTC)
Don't stop at the video!
Subscribe to the Bankless newsletter program http://bankless.substack.com/
Visit the official Bankless website for resources http://banklesshq.com/
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Follow DeFi Dad on Twitter
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #28
August 31, 2020
Tools from our sponsors to go bankless:
- Loopring - trade & pay on Ethereum w/ near-0 gas fees!
(use "Bankless" for VIP4 status & trades at 6bps!) - Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
(Read this on IRAs and 401ks)
Vance Spencer of Framework was buying DeFi tokens when they were deeply unpopular. Deep conviction on DeFi, but he and his co-founder made bets on communities. He was contrarian yes...but contrarian right.
Ask him his strategy and he'll simply tell you..."I look at memes all day." But there's hidden brilliance in that phase. Listen as he describes how he invests in the crypto native founders, how he buys culturally composable communities, how the best things start very small.
His fund bought SNX when no on believed. They bought LINK when it was worth 18 cents. How? Why? What's he buying now?
We end with some FIRE predictions on final market caps for this bull run.
We cover:
- Are we in a bull market?
- The DeFi Bull Case
- Crypto Native Investing Fund
- Composable communities
- Contrarian bets in the bear market
- Where did the LINK marines come from?
- Populism is real in crypto
- REGULATORS are friends?
- Turning Communities into Protocols
- Farming Token Premium
- Things Vance is buying
- Price Predictions!!! 🔥
Join us next Monday for a fresh episode!
Resources discussed:
- DeFi Studio Framework Labs Leave Stealth
- Listen to Protocol Sink Thesis episode
Episode Actions:
- Get involved in communities - YFI, YAMs, SNX, Bankless
- Get active in the networks you invest in! (e.g. own some ETH, try to run an Eth2 validator!)
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
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Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
Bankless AMA - Antonio Juliano, Founder of dYdX
Antonio Juliano, the Founder of dYdX, arrives at the Bankless Nation for an AMA!
dYdX is a non-custodial trading platform on Ethereum, featuring a lot of cutting edge trading features meant to mimic the legacy system, but in the DeFi world!
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
We do AMAs every 2nd and 4th Thursday of the month.
Become a Bankless member to get access to the Zoom Webinar and ask questions to future AMA guests like Antonio directly!
Here's the video recording.
Antonio is the founder of dYdX, a popular trading, margin, and and derivatives market on Ethereum. The Bankless Nation asks him questions about:
- Spot trading
- Margin trading
- Perpetual swaps
- Borrowing & Lending
- The complete dYdX stack
- Regulatory Compliance, KYC
- Starkware and L2's
- dYdX token??
And more....
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
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https://twitter.com/ryansadams
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https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
STATE OF THE NATION #11 - Tuesday, August 18, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....BUILDING!
The bankless boys discuss why.
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
TOPICS:
1) ETH2 TESTNET BROKE?
2) LAYER2 WILL SAVE US
3) PRO-O-O-O-O-TOCOL SINK
We show:
- Bankless Medalla Testnet Guide
- Official docs for prysmatic labs client
- Ethereum economic density article - Nic Carter
- Loopring DeFi Dad video on Bankless YouTube
- OMG network taking Tether settlement
- dYdX scaling with layer2 starkware
- Near bridging to Ethereum
- Binance staking DAI using Compound/DSR
- Huobi launching Global DeFi Summit
Episode Actions:
- Catch SOTN LIVE on YouTube every Tuesday at 10am EST (2pm UTC)
- Join AMA with Antonio of dYdX live at 2pm EST this Thursday
- Subscribe to Bankless to get Medalla testnet guide then get involved
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #27
August 24, 2020
Tools from our sponsors to go bankless:
- Loopring - trade & pay on Ethereum w/ near-0 gas fees!
(use "Bankless" for VIP4 status & trades at 6bps!) - Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
(Read this on IRAs and 401ks)
Haseeb Qureshi likes the question: what did I miss? That's how he improves his mental model for investing in crypto. That's how he sharpens his mind.
That's how this former Airbnb developer and professional poker play became a notable investor at DragonFly Capital.
And that's where we start the conversation.
It leads us into a discussion on Uniswap and automated market makers, and why he thinks Uniswap will be unbundled. Which leads into Ethereum scaling, DeFi in Eth2, and an articulation of the clearest analogy for DeFi scalability in Etheruem that we've ever heard.
Use this episode to sharpen your crypto investing mind.
We cover:
- The big thing Haseeb missed
- Explain Uniswap like I'm 5
- Why AMMs are eating orderbook exchanges
- The Unbundling of Uniswap
- Smart Automated Market Makers (SAMMs!)
- DeFi in Eth2: Cities, suburbs, and farms
- Economic load balancing across shards
- Layer 2 as the shopping malls
- The Shard for crypto banks
- What about the ETH killers?
- Sorry boys...ETH ain't money
- Haseeb's High conviction Bets
Join us next Monday for a fresh episode!
Resources discussed:
- What explains the rise of AMMs? - Article by Haseeb
- Unbundling Uniswap - New Article by Haseeb
- DeFi in Eth2: Cities, suburbs, farms - Article by Haseeb
- ETH must be money episode with Charlie Noyes
- More on Automated Market Makers:
- Rise of the Liquidity Robots - Bankless Article
- Going Bankless with Uniswap - Podcast Epsiode
- Uniswap is Infrastructure - Bankless Article
- When DeFi meets Rollup - Bankless Article on Rollups
Episode Actions:
- Read DeFi in Eth2: Cities, suburbs, farms
- Read What explains the rise of AMMs?
- Read Unbundling Uniswap
- Give Bankless a 5 star review on iTunes!
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #10 - Tuesday, August 18, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....GAMING!
The bankless boys discuss why.
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
TOPICS:
1) MONEY GAMES - YAMS NOT DED
2) CRV LAUNCH FAIR?
3) MAXIMALISM GETTING DUMBER?
We show:
- Ready Player One (article by David)
- Ethereum: The Money-Game Landscape
- Conway's game of life article
- YAM Farms
- YAM analytics
- Where you mine CRV
- CRV price
Episode Actions:
- Catch SOTN LIVE on YouTube every Tuesday at 10am EST (2pm UTC)
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #26
August 18, 2020
Tools from our sponsors to go bankless:
- Loopring - trade & pay on Ethereum w/ near-0 gas fees!
(use "Bankless" for VIP4 status & trades at 6bps!) - Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
(Read this on IRAs and 401ks)
What are the paradigms for investing in DeFi?
Charlie is an exceptionally bright & thoughtful investor in crypto assets at Paradigm...one of the leading investment firms in the crypto space. We talk institutions, yield farming, and DeFi protocols...and then we get into one of our favorite subjects.
Is ETH money?
Or rather, does ETH need to be money in order to secure itself?
What is dirty little secret many Ethereans and Bitcoiners don't admit? Why is moneyness and security two sides of the same coin? Why won't transaction fees secure Bitcoin?
This episode goes from great...to amazing. You won't find this depth of discussion anywhere else. Stay tuned to the very end to catch the conversation on economic security.
We cover:
- Starting in crypto at age 11
- Gen Z and crypto
- How Institutions see crypto
- Futility tokens are futile
- Is Uniswap the last word on AMMs?
- RAI vs DAI
- Money gams & accounting tricks
- Yield farming for yield farming sake
- Why we're not in a bubble yet
- Why Ether has to be money (or bust)
- Cosmos and Ethereum alternatives
- Not bullish on Eth2 timeline
Join us next Monday for a fresh episode!
Resources discussed:
- Here's the episode with Joey Krug we mentioned
- Bitcoin for the Open Minded Skeptic article by Paradigm
- Is the Map of America the way institutions see crypto?
- We mentioned YAMS - here's our explainer
- We mentioned EIP-1559 (listen here | read article)
Episode Actions:
- Read "Bitcoin for the Open-Minded Skeptic” by Paradigm
- Articles Charlie mentioned to understand economic security:
- On the Instability of Bitcoin Without the Block Reward
- Flash Boys 2.0 - Phil Daian
- Spread bankless by giving 5 star reviews….get us to 100!
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
Kain Warwick, Founder of the Synthetix Platform, presents himself to the Bankless Nation for a live AMA!
We ask him anything! No question off limits.
This is a BONUS episode. Regular podcast episode (#26) will be released tomorrow.
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
We do AMAs every 2nd and 4th Thursday of the month.
Become a Bankless member to get access to the Zoom Webinar and ask questions to future AMA guests like Kain directly!
Here's the video recording.
Kain is the founder of Snythetix, a popular synthetics and derivatives market on Ethereum. The Bankless Nation asks him questions about:
- High gas fees
- yams lol
- Yield farming
- Future vision for synthetics
- DeF in a Layer 2
- Central bank digital currencies
- The final boss
- Eth2
- What he learned from 2017
- Bull market price predictions!
And more....
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
STATE OF THE NATION #9 (PART 2) - Wednesday, August 13, 2020
Watch on the Bankless YouTube Channel
SOTN PART 2: with Special guest Vitalik Buterin
The State of the Bankless Nation is....PROPAGATING! And in this Part 2 we talk to Vitalik about ETH SUPPLYGATE!
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
Covered:
- ETH SUPPLYGATE
- CURRENT GAS FEES
PART 2: (COMING TOMORROW - ETH SUPPLY GATE)
Special guest Vitalik Buterin
We show:
- Tweet from Pomp
- Never Get High on Your Own Supply
Episode Actions:
- NA
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
STATE OF THE NATION #9 (Part 1) - Tuesday, August 12, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....PROPAGATING! The bankless boys discuss why. This is Part 1 of SOTN this week.
Stay tuned for Part 2 with Vitalik tomorrow.
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
Covered:
- WTF ARE YAMS
- DEX VOLUME INSANE
PART 2: (COMING TOMORROW - ETH SUPPLY GATE)
Special guest Vitalik Buterin
We show:
- Post introducing YAMS
- Active YAM farms
- YAM farm contracts
- AmpleForth Geyser
- $34B annualized in Uniswap volume
- Uniswap eating DeFi
Episode Actions:
- Catch tomorrows episode with Vitalik on ETH Supply
- Watch what's going on with YAM contracts
- Check out DEX stats
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #25
August 10, 2020
Tools from our sponsors to go bankless:
- Loopring - trade & pay on Ethereum w/ near-0 gas fees!
(use "Bankless" for VIP4 status & trades at 6bps!) - Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
(Read this on IRAs and 401ks)
Andre Cronje calls himself just another DeFi dev, but you can't help but wonder, is he's underselling himself with that title?
In a few short months he single-handedly created a fleet of DeFi yield farming money robots that locked up over $400m in assets in his yearn protocol. He launched a YFI token that grew in value by over 1,000% in its first week, one of the most explosive price charts crypto has ever seen.
No pre-mine, no VC, no founders reward.
Maybe a better title is King of the Yield Farmers.
DeFi's Satoshi.
Who is this guy?
What did he build and why is it brilliant?
Why did YFI go from $3 on July 17th to $5000 on August 8th?
This is everything you need to know about yearn, YFI, and Andre.
We cover:
- How Andre's really feeling
- What's up with "I test in prod"
- Why high YFI price can be bad
- How Yearn automates yield farming
- Andre's money robots
- Incenting strategy writers
- Risks of yearn
- Launching YFI to scale
- Why people buy YFI
- Organic governance
- Is Andre The Joker?
- What's coming next
Join us next Monday for a fresh episode!
Resources discussed:
- yearn protocol
- yearn governance
- yfi price chart
- Acronym helper:
- LP = liquidity provider
- yearn (or "Y-earn") = Andre's protocol
- cUSD, cDAI = stablecoins in Compound
- TLV = total locked valued in a DeFi protocol
- Look up other assets on DeFiMarketCap
Episode Actions:
- Try yearn protocol - "tested in prod" you could lose it all
- Get involved in yearn governance
- Listen to SOTN#7 - YFI Token Magic w/ Daryl Lau
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #8 - Tuesday, August 4, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....PUMPED! The bankless boys discuss why.
Plus a special announcement...introducing $BAPS
GO BANKLESS WITH THESE SPONSOR TOOLS:
⚔️ GODS UNCHAINED - TRADING CARD GAME - you own the cards - start a free account, play and trade!
🧙♀️ POLYMARKET - BET ON CRYPTO - bet your beliefs! - use it to bet on DeFi outcomes!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
Covered:
- ETHSCAPE SHIRTS TOPIC
- ETH2 COMING TOPIC
- BULL MARKET MENTALITY
We show:
- The democratization of value (article on scarce product tokens)
- RAC launch of $TAPE
- Introducing Bankless Apparel
- Bankless Apparel Season 0 - Ethscape Shirt
- Bankless Apparel website
- Delphi Digital Ethereum report
Episode Actions:
- Grab one for the first 50 BAPs!
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #24
August 3, 2020
Tools from our sponsors to go bankless:
- Loopring - trade & pay on Ethereum w/ near-0 gas fees!
(use "Bankless" for VIP4 status & trades at 6bps!) - Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
(Read this on IRAs and 401ks)
Erik's been journeying into the bankless frontier since 2011. That's when he first discovered bitcoin.
The open road. The unsettled whitespace. The westward trail. The highway to freedom. That's why he's here.
And he's remained true to his values.
That's why he speaks out against tyranny. That's why he embraces self-sovereign money and pokes holes in the myths of fiat. That's why he so ardently rejects maximalism.
Enjoy our conversation with one of cryptos original settlers.
We cover:
- Erik's journey into the bankless frontier
- The libertarian values in the code
- Why America isn't capitalist
- Why flag bucks are destined for collapse
- Gold, Bitcoin, Ethereum
- 4 categories of coins
- Crypto vs the final boss
- China vs America
- Why Maximalists lost the plot
- PRICE PREDICTIONS!
- How Shapeshift helps us go bankless
Join us next Monday for a fresh episode!
Resources discussed:
- (Trade) ShapeShift mobile trading app
- (UX) Portis web3 login
- (Guide) Bankless guide for starting the journey
Episode Actions:
- Try the new ShapeShift mobile trading app
- Give Bankless a five-star review on iTunes! (we need 100)
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #7 - Tuesday, July 28, 2020
Watch on the Bankless YouTube Channel
The State of the Bankless Nation is....EXPLOSIVE! The bankless boys discuss why.
Plus a special guest...Daryl Lau a YFI token governor!
GO BANKLESS WITH THESE SPONSOR TOOLS:
💸 ARGENT - BEST ETHEREUM WALLET FOR GOING BANKLESS (we love it) - open one today!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💳 DEVERSIFI - DECENTRALIZED EXCHANGE FOR PRO TRADERS - use this exchange!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
Covered:
- TOPIC #1: YFI TOKEN MAGIC - w/ Daryl Lau
- TOPIC #2: ETH PUMPED
- TOPIC #3: DEFI RISK
Announcements:
- Something big is coming next Monday!
- MINTING WEEK for Bankless Badges (new Minting on Aug 1)
We show:
- YFI chart (craziest thing I've seen)
- yEarn total locked value
- yEarn Governance
- Article on YFI by Daryl
Episode Actions:
- Just one - Keep leveling up weekly!
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #23
July 27, 2020
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
(Read this on IRAs and 401ks) - Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Joey Krug was doing DeFi before they called it DeFi. He's the co-founder of Augur, an investor at Pantera, an early supporter of Ethereum.
What did we cover? Ethereum, Oracles, DeFi, Bitcoin, Chainlink, Ampleforth, Memes, Risk, Triple Point Asset, YFI, Scaling...what didn't we cover!
After the convo, Joey said we asked the best questions of any podcast he's been on. Maybe it felt that way because we we're speaking the same language: this DeFi is eating the world.
This is Investing in DeFi with Joey Krug.
We cover:
- Joey's investment thesis for crypto
- How to invest in DeFi
- Yield farming a gimmick?
- Is AMPL for real?
- DeFi oracles (and ChainLink!)
- Excited about Augur v2?
- A 100 Gwei world
- Is ETH a triple point asset?
- BTC or ETH?
- The next DeFi hack
Join us next Monday for a fresh episode!
Resources discussed:
- (Listen) ETH as a triple point asset - ep 4
- (Link) Ampleforth geyser
- (Link) Augur V2 release
- (Link) Matic network (scaling Ethereum)
Episode Actions:
- Sign up for Bankless to get an Augur V2 tactic (Aug 4th)
- Watch Ampleforth episode on Meet the Nation
- Give us a five-star review on iTunes! (we need 100)
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #6 - Tuesday, July 21, 2020
The State of the Bankless Nation is....EXPONENTIAL! The bankless boys discuss why.
Plus a special guest...Lucas Campbell a Bankless Analyst!
Watch the video here.
GO BANKLESS WITH THESE SPONSOR TOOLS:
💸 ARGENT - BEST ETHEREUM WALLET FOR GOING BANKLESS (we love it) - open one today!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💳 DEVERSIFI - DECENTRALIZED EXCHANGE FOR PRO TRADERS - use this exchange!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
Covered:
- TOPIC #1: DEFI TOKENS - w/ Lucas Campbell
- TOPIC #2: ETH PUMPING GOOD
- TOPIC #3: TOKENS VS ETH
- BONUS TOPIC: AmpleForth discussion
We show:
- Bankless Q2 Token Report by Lucas Campbell
- TokenTerminal for P/E Ratios
- Dune Analytics chart of DeFi users
- Messari Chart - Ethereum vs. Bitcoin settlement numbers
- Meet the Nation playlist
Episode Actions:
- Read Q2 Bankless Token Report
- Join us for AMA with Rune Christensen on July 23, 12pm EST (Bankless Membership required!)
- Watch Meet the Nation on YouTube
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #22
July 20, 2020
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
You need to understand the mental models of Ben Hunt to understand what's really going on in crypto. You need his models of epsilon, game theory, narrative, and common knowledge to truly understand markets.
They don't teach you this on Wall Street. Or in business school. But for the Bankless Nation? This knowledge is required for our survival on the journey.
Dr. Ben Hunt is a masterful game theorist and narrative analyzer. His work at Epsilon Theory, his outlook on the world, we've rarely felt so much alignment with someone outside the crypto community.
And what does Ben thing about crypto anyway? Is it an opportunity to diminish the nudging oligarchy that runs our world?
What advice does he have for us?
Is there a chance this bankless thing might work?
Enjoy our incredible conversation with Ben.
We cover:
- Epsilon, narratives, and playing the player
- The Keynesian contest running the world
- The Common Knowledge Game & The Missionary
- Why our world is getting more chaotic
- How the Nudging Oligarchy shapes reality
- STOCKS GO UP
- Crypto vs the Oligarchy
- 3 Path for Crypto (and which one Ben thinks is promising)
- WTF is going on w/ equities?
- The power of the pack
Join us next Monday for a fresh episode!
Resources discussed:
- Epsilon Theory Manifesto
- Get N95 masks to the front-line
- Ben describes the 3-Body Problem on Hidden Forces
Episode Actions:
- Subscribe to Ben's newsletter at Epsilon Theory
- Send this episode to someone who's crypto curious
- Give us a 5-star review! (we're 70...we need 100)
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #5 - Tuesday, July 14, 2020
The State of the Bankless Nation is....HEDGED! The bankless boys discuss why.
Plus a special guest...Nic Carter from Castle Island!
Watch the video here.
GO BANKLESS WITH THESE SPONSOR TOOLS:
💸 ARGENT - BEST ETHEREUM WALLET FOR GOING BANKLESS (we love it) - open one today!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💳 DEVERSIFI - DECENTRALIZED EXCHANGE FOR PRO TRADERS - use this exchange!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
Covered:
- TOPIC #1: WHERE’S THE INFLATION? - w/ Nic Carter
- TOPIC #2: CRYPTODOLLAR BAN HAMMER! - w/ Nic Carter
- TOPIC #3: COINBASE IPO
- BONUS TOPIC: BANKLESS TOKEN DROP
We show:
- Nic's brilliant Cantillon effect effect meme
- Coinbase blacklisting USDC article
- Coinbase blacklisting USDC tracker
- FSB Paper describing stablecoins
Episode Actions:
1) Read crypto dollars whitepaper by Nic & Castle Island
2) Check out bZx Token Drop to Bankless Token Holders
3) Listen to David melodically read the protocol sink
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #21
July 13, 2020
Ethereum turns 5 on July 30th! That's 5 years of history. Five years of progress. Time enough to change the world?
We sit down with Vitalik Buterin and walk through Ethereum's past, present, and future. Has the vision changed? Has ETH earned its price? What about monetary policy? How's Vitalik feeling about the future?
Is ETH a triple-point asset?
It seems clear that Vitalik believes the Ethereum community is its strongest asset. This band of Athenians isn't just here to vanquish foes, it's here to build a digital civilization for the world. Not burn it down. Build it up.
Vitalik believes crypto is standing strong as one of the few remaining things that's genuinely international. And as we witness the balkanization of the digital world, the open door to cooperation that Ethereum provides is exactly what humanity needs in order to thrive in the 21st century.
Happy 5th Birthday Ethereum!
The world needs you now more than ever.
We cover:
- How Vitalik's feeling about Ethereum
- PAST:
- Times when Vitalik was far less optimistic
- Has Ethereum matched the original vision?
- Identity in an independent digital civilization
- PRESENT:
- Does Vitalik like or hate DeFi?
- Vitalik's biggest concern for DeFi
- Thoughts on liquidity mining
- The goods & bads of speculation
- Have we earned the price?
- FUTURE:
- 3 problems we face now
- Spartans vs Athenians - who wins?
- Is Ethereum a nation, a religion, a technology?
- How Etheruem is like Briton
- ETH THE ASSET
- Is ETH a triple point asset?
- Solidifying ETH's monetary policy
- LIGHTNING ROLLUP ROUND
- Gas fees are too high?
- ETH flippening BTC?
- Low hanging fruit?
- HIs favorite ETH killer?
- And more...
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Resources discussed:
- The Ethereum whitepaper
- Roadmap for Ethereum
- Ethereum's monetary policy (it's underrated!)
Episode Actions:
- Review Ethereum timeline (up to 2019)
-
Listen to our fave episodes on Ethereum
- 3 - Economic Bandwidth
- 4 - Ether: The Triple Point Asset
- 7 - Ether’s Value Mechanisms
- 20 - The Ethereum Opportunity | Chris Burniske
- Give us a 5-star review on Apple iTunes!
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #4 - Tuesday, July 7, 2020
The State of the Bankless Nation is....HUNGRY! The bankless boys discuss why.
Plus a special guest...Luke Martin from VentureCoinist!
Watch the video here.
Covered:
- Is ETH a good narrative investment?
- What $2B locked in DeFi means
- The DeFi Vortex!
GO BANKLESS WITH THESE SPONSOR TOOLS:
💸 ARGENT - BEST ETHEREUM WALLET FOR GOING BANKLESS (we love it) - open one today!
🌈 AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK - earn some interest!
💳 DEVERSIFI - DECENTRALIZED EXCHANGE FOR PRO TRADERS - use this exchange!
💸 AMPLFORTH - MONETARY EXPERIMENT FOR BASE MONEY - learn about this experiment!
We show:
1) DeFi Pulse hits $2 billion!
https://defipulse.com/
2) The DeFi Vortex
https://twitter.com/paulsalis/status/1278920299136741378
3) Ethereum's tech tree
https://bankless.substack.com/p/ethereums-tree-of-life-market-monday-34c
Episode Actions:
1) Look at $2B on DeFi pulse!
https://defipulse.com/
2) Think: what are the next crypto narratives?
3) Watch for David's article on Bankless tomorrow! https://bankless.substack.com/
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday!
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #20
July 6, 2020
We sit down in this episode with Chris Burniske to talk about crypto, DeFi, and the Ethereum opportunity. Why are we here? How will crypto make the world better? Where are we going next?
Oh...and is ETH money?
Chris has the incredible ability to drill deep into intricate analysis one moment then zoom out across history to tell us what is means for the future of humanity. Enjoy this conversation with our favorite crypto analyst-philosopher.
We cover:
- Evolution of token valuations
- Fixing the inequality of capital
- Is DeFi a better system for the world?
- Balancer as a case study
- Have his views on governance changed?
- Tribalism!
- The reason we're here
- Going west toward the Infinite Whitespace
- The Ethereum opportunity!
- Bullish ETH?
- Chris's next book
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Resources discussed:
- Read our favorite writings by Chris:
- A Superior Financial System
- The Likely Fate of Ethereum Killers
- Protocols As Minimally Extractive Coordinators
- Value Capture & Quantification: Cryptocapital vs Cryptocommodities
- Cryptonetworks Are Not Companies
- Follow Chris on Twitter
- Listen to Chris Read "A Blank State of Slate"
- Check out Crypto Assets Book
Episode Actions:
- Read our favorite articles from Chris (see above)
- Listen to episode 4 on ETH as a Triple Point Asset
- Subscribe to State of the Nation on YouTube!
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Chris Burniske is a partner at Placeholder, a New York venture firm that invests in decentralized information networks. Prior to Placeholder, he co-authored, Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond, and spearheaded ARK Investment Management’s crypto efforts, including its 2015 bitcoin investment. His commentary has been featured on national media outlets, including the Wall Street Journal, New York Times, Financial Times, and Bloomberg. Twitter @cburniske. -----
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Not financial or tax advice. This podcast is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Do your own research.
STATE OF THE NATION #3 - Tuesday, June 23, 2020
The State of the Bankless Nation is....GROWING! The Bankless boys discuss why.
Watch the video here.
Covered:
- The Flippening is back (will ETH flip BTC?)
- India Bannking China (and why it's good for Ethereum & Bitcoin)
- DEXes going parabolic (bigger than Binance?)
GO BANKLESS WITH THESE SPONSOR TOOLS:
💸 RAMP - FIAT ONRAMP FOR DEFI (ONRAMP $100k FREE WHEN YOU MENTION BANKLESS)
https://ramp.network/
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://monolith.xyz/
🌈AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK
https://aave.com/
📈MULTIS - BANK YOUR BUSINESS W/O A BANK! (1 MO TRIAL - JUMP QUEUE WITH "BANKLESS")
https://multis.co/
Action items:
- Look at the Flippening Metrics
- Read: An Inside Look at China’s Digital Currency
- Check out DEX metrics dashboard
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #19
June 29, 2020
Hasu is a free-thinker. A truth seeker. A rare voice in crypto. He's not afraid to push back on tribal dogma. He breaks rank with Bitcoiners on some topics and Ethereans on others. Yet he still considers himself a member of both tribes and respects the mysticism (and even dogma) of these deeply social systems.
In the spirit of Satoshi he's pseudonymous. We don't know his actual identity. But we know who he is from his body of writing that has influenced our thinking on many crypto topics.
What does he think about Ethereum?
About crypto banks?
About DeFi?
We covered it all:
- Hasu's fave writers
- Body and Spirit of crypto networks
- Is Hasu an Etherean?
- Why Bitcoin might not survive
- How Maker is like a central bank
- Is EIP1559 bullish for ETH?
- The best Rick & Morty episode
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Multis - bank your business without a bank (1 mon. trial!)
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Resources discussed:
- (Article) A Bankless Nation (Part 1)
- (Article) A Bankless Nation (Part 2)
- (Listen) The above articles read by David
- Hasu Articles:
- Analysis of EIP-1559
- Why Bitcoin might not survive a Bitcoin Standard
- The future of money could be discretionary
- Unpacking Bitcoin’s Social Contract
- Evangelizing Bitcoin
Episode Actions:
- Read our favorite Hasu articles (see above)
- Listen to episode 7 on ETH scarcity for more EIP1559
- Give Bankless a 5-star review on iTunes!
Also...subscribe to Bankless YouTube to watch State of the Nation every Tuesday.
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
STATE OF THE NATION #2 - Tuesday, June 23, 2020
The State of the Bankless Nation is....CHURNING! The Bankless boys discuss why.
Subscribe to get new episodes every Wednesday! (Get it 1 day earlier on Bankless YouTube!)
Watch the video here.
Covered:
1) Why isn't ETH pumping? (BEARS are wrong?)
2) Venmo onboarding millennials to crypto (and just in time)
3) Gas prices are bad (or are they good?)
We show you how:
1) See ETH locked in DeFi
2) Look at ETH/BTC transaction fee revenue using Coinmetrics
GO BANKLESS WITH THESE SPONSOR TOOLS:
💸 RAMP - FIAT ONRAMP FOR DEFI (ONRAMP $100k FREE WHEN YOU MENTION BANKLESS)
https://ramp.network/
💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS
https://monolith.xyz/
🌈AAVE - LEND & BORROW YOUR CRYPTO W/O A BANK
https://aave.com/
📈MULTIS - BANK YOUR BUSINESS W/O A BANK! (1 MO TRIAL - JUMP QUEUE WITH "BANKLESS")
https://multis.co/
RESOURCES:
1) Learn about Economic bandwidth:
Listen: https://bankless.substack.com/p/bankless-podcast-economic-bandwidth
Read: https://bankless.substack.com/p/the-trillion-dollar-case-for-eth
2) Read Protocol sink
Listen: https://bankless.substack.com/p/12-the-protocol-sink-thesis
3) Coinmetrics Transaction revenue chart
https://coinmetrics.io/charts/#assets=btc,eth_roll=7_left=FeeTotUSD_zoom=1279411200000,1592784000000
ACTIONS:
1) Read the new Bankless Starters Guide
https://bankless.substack.com/p/-guide-1-starting-with-bankless
2) Subscribe to Bankless YouTube channel
https://www.youtube.com/c/bankless
3) Check out the Daily Gwei by our friend Anthony Sassano
https://thedailygwei.substack.com/
Don't stop at the show!
Subscribe to the Bankless newsletter program
http://bankless.substack.com/
Visit the official Bankless website for resources
http://banklesshq.com/
Follow Bankless on Twitter
https://twitter.com/BanklessHQ
Follow Ryan on Twitter
https://twitter.com/ryansadams
Follow David on Twitter
https://twitter.com/TrustlessState
Follow DeFi Dad on Twitter
https://twitter.com/DeFi_Dad
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.
Episode: #18
June 22, 2020
A DeFi token called COMP gained over 900% last week. DeFi going parabolic. What in the world is going on? Are these DeFi tokens real? If they are, is this the start of the another 2017 style bull market?
How much can you money as a yield farmer?
We bring on Dan Elitzer a Venture Capitalist, writer, DeFi futurist, yield farmer and the absolute best person to tell us what's going on.
Covered:
- Why COMP went parabolic
- Why DeFi tokens are real this time
- The spark for the next bull run
- DeFi tokens as rocket fuel
- Why ETH is getting left behind (so far!)
- The best yield farming opportunities
- Superfluid yield farming
- The downside of DeFi tokens
- Where this is taking us next
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Multis - bank your business without a bank (1 mon. trial!)
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Resources discussed:
- (Article) Superfluid Collateral in Open Finance
- (Article) Meet the SAFG
- (Article) Voting for cash flows
- (Listen) Episode 12: Protocol Sink Thesis
- (Listen) Episode 11: Going Bankless with Compound
Episode Actions:
- Subscribe to Bankless newsletter to get Dan's next article
- Read Gavin's article on SAFG
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Watch Bankless shows and tutorials on YouTube
Visit official Bankless website for resources
Follow Bankless on Twitter
Follow Ryan on Twitter
Follow David on Twitter
Welcome to the State of the Nation a new video podcast where RSA & David Hoffman weigh-in on topics relevant to the Bankless Nation every week.
Watch the video here.
New episodes on Tuesdays.
SotN #1 - BULLISH
Tuesday, June 16, 2020
The State of the Bankless Nation is....BULLISH! The Bankless boys discuss why.
Covered:
-
Why DeFi tokens are the next pump narrative (but better than 2017)
-
How 100m ETH accounts is like the early internet
-
Do and David disagree on his Bitcoin tweet?
We show you how:
- To calculate returns on your COMP tokens
Tools from our sponsors to go bankless:
- Multis - bank your business without a bank (1 mon. trial!)
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
RESOURCES:
1) Look up COMP returns (credit Mika Honkasalo @mhonkasalo)
2) DeFiMarketCap shows COMP market cap
3) InstaDapp maximizer for COMP mining
Episode: #17
June 15, 2020
An alien visits earth. He sees our cities, our governments, our moral codes. He's curious, "What's are you trying to do here?" he asks the humans.
The humans respond: "We're trying to get coordinated".
Coordination is how humanity rose above the animals. Built the pyramids. Put a man on the moon.
We've coordinated as hunter-gather societies in tribes. As agrarian societies in kingdoms. As industrial societies in nation states.
And now...as information societies in digital nations like Ethereum and Bitcoin. This. Changes. Everything.
Covered:
-
- Uh...why are we here? What's the point?
- A nation is more than a nation state!
- The thing that makes humans special
- Getting past Dunbar's number
- The rise & limits of nation states
- The next evolution of the nation
- How you become a citizen of Ethereum
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Multis - bank your business without a bank (1 mon. trial!)
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Resources discussed:
- (Article) A Bankless Nation (part 1)
- (Podcast) Episode 12 talks about Settlement Assurances
Episode Actions:
- Read David's "A Bankless Nation" piece from last week
- Subscribe to Bankless newsletter so you don't miss part 2!
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Visit official Bankless website for resources
Follow Bankless on Twitter | YouTube
Follow Ryan on Twitter
Follow David on Twitter
Episode: #16
June 8, 2020
Nic Carter is one of our favorite writers in crypto. He's shaped our thoughts on many subjects over the years. Now we got to sit down and talk the challenging stuff. The stuff typical podcasts never as him...we dive right in.
He's a bitcoin yes...is he an Etherean? He's bullish on stablecoins...is he bullish ETH value accrual? He thinks free banking is good...does he think Maker is good?
Nic believe in bitcoin values...does he believe in bankless values?
This episode is jam packed with insights.
Covered:
-
- Is Nic an Etherean?
- What does Etherean even mean?
- Are stablecoins good or bad for ETH?
- Why the entire point is blockspace demand
- How economically dense transactions win
- Settlement assurances & property rights
- Why crypto banks aren't all bad
- Emerging digital nation states
- Will this bankless thing work?
Plus Ryan and David discuss:
- How David got pepper sprayed last weekend
- Bankless as an anti-authoritarian movement
- Building it up not burning it down
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Multis - bank your business without a bank (1 mon. trial!)
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
Resources discussed:
- (Article) It’s the settlement assurances, stupid - Nic Carter
- (Article) Visions of Bitcoin - Nic Carter
- (Article) Crypto-fiat: Mutualistic or Parasitic - Nic Carter
- (Article) While the cities burn below - RSA
Episode Actions:
- Read some Nic Carter articles! (see above)
- Catch up on previous episodes (#2, #7, #12)
- Pump Bankless by giving us a 5-star review on iTunes!
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Visit official Bankless website for resources
Follow Bankless on Twitter | YouTube
Follow Ryan on Twitter
Follow David on Twitter
Episode: #15
June 3, 2020
The bankless boys think ETH is undervalued and they explain why. Also, a talk on governance why putting it on-chain is a money killer. Join Ryan and David in this special bonus episode.
Covered:
-
- ETH fundamentals are fire - Metrics * Gas usage at all time higher * Daily active users up * Stablecoins on Ethereum up * BTC tokenized on Ethereum up * Network fundementals up! - So why isn't price up? - Maybe ETH is Undervalued!
- New Crypto.com wallet is protocol sink thesis!
- Maker on Coinbase is a big deal
- On-chain gov hurts store-of value
- Decreases credible neutrality
- Handing the keys to plutocrats
Join us next Monday for a fresh episode!
Tools from our sponsors to go bankless:
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Multis - bank your business without a bank (1 mon. trial!)
Resources discussed:
- (Article) ETH is doubly undervalued
- (Tweet) Why ETH is headed to bull market
Episode Actions:
- What do you think - is ETH undervalued?
- Give Bankless at 5-star review on iTunes!
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
Leave a review on iTunes
Share the episode with someone you know!
Don't stop at the podcast!
Subscribe to the Bankless newsletter program
Visit official Bankless website for resources
Follow Bankless on Twitter | YouTube
Follow Ryan on Twitter
Follow David on Twitter
Episode: #14
June 1, 2020
Cameron & Tyler Winklevoss on Bankless!
The mainstream world knows them as Zuckerberg's bane from "The Social Network" but the bankless world knows them as multi-faceted entrepreneurs, early believers in crypto, and the founders the Gemini exchange.
Whatever you think you know about the Winklevoss twins you have to admit...these guys have an uncanny ability to see the future.
So what do they see in our future?
Future of crypto?
Future of DeFi?
Of the world?
They bridged technology to our social lives. They bridged crypto to Wall Street. What bridges are they building next?
Is Gemini the DeFi-friendly bank we've been waiting for?
We cover:
-
- How Cameron & Tyler "see things" early
- What the Winklevosses first saw in Bitcoin
- The evolution of crypto banks
- JPMorgan is banking Gemini!!
- Big Banking vs Big Tech
- Is Gemini DeFi friendly?
- Why the Winklevosses are ETH whales
- What's the next crypto-sized opportunity?
Will the Winklevosses turn Gemini into a bridge to DeFi money protocols? Listen to the episode and decide for yourself!
Note: David and I skipped our Big Picture chat this week to get straight to the Winklevoss convo but we're releasing our Big Picture chat in a special Bankless episode coming to you on Wednesday June 3rd!
Tools from our sponsors to go bankless:
- Ramp - the fiat onramp for DeFi (mention Bankless!)
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Multis - bank your business without a bank (1 mon. trial!)
Resources discussed:
- (News) JP Morgan Banks Gemini
- (Article) How to Bank your Businness without a Bank
Episode Actions:
- Look at DAI trading pair on Gemini
- Download Bonus Bankless podcast on Wednesday!
- Give Bankless at 5-star review on iTunes
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Episode: #13
May 25, 2020
Argent is the closet thing we've seen to a mainstream ready bankless wallet. Is this crypto's Netscape moment?
Ryan & David sit down with Itamar the co-founder of Argent to find out. Coming off a big week of releases, Itamar tells us how DeFi's almost reached parity with traditional finance, hasn't quite found product market fit in developed countries, but why he's incredibly bullish about the future.
We cover:
- The why:
- Why Itamar's here
- Argent's ethos
- What makes Argent Bankless
- The walled garden approach
- The what:
- Why typical wallets suck
- Superpowers with DeFi
- What's holding us back
- What if Argent goes away?
- Collecting an email address
- Argent in Argentina
- The when:
- 1 billion users & Argent in 5 years
- Finding the Netscape of crypto
- Two things he wants from the Bankless community
How soon until 1 billion users? Listen and decide for yourself.
Before the episode begins we also talk about: * Why if feels like 2016 again * The BlockFi breach and "DeFi fixes this"
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- DYDX - trade, margin, BTC perpetuals (10% off with this link)
(trade.dydx.exchange/r/bankless)
Resources discussed:
- (Article) It's 2016 again
- (Article) How to get your first DeFi Wallet (Argent)
- (Podcast) Learn about the Dai Savings Rate in Ep #9
Episode Actions:
- Download the Argent wallet & try it!
- Use a money protocol on Argent (how to)
- Share the wallet with a crypto newbie!
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Episode: #12
May 18, 2020
When someone gives you money how confident are you that it's really yours? That's a settlement guarantee. It operates at the base layer of our societal tech stack and usually requires law and nation-states to enforce. With crypto we have something new, we have settlement assurances. That changes everything.
Protocols with higher settlement assurances are more dense. They sink to the bottom of our societal tech stack and become the foundation for everything else. This is the protocol sink thesis, that DeFi protocols with the highest settlement assurance will become the base layer..the base layer for crypto banks, commercial banks, and even nation-state banks.
When enough value is locked and enough time has passed, the money protocols win. That's what the thesis predicts!
Dive into the protocol sink thesis w/ Ryan & David!
We cover:
- Settlement guarantees through time
- Legal system settlement & traditional finance
- Why protocol settlement changes everything
- Protocol Sink Thesis ("How DeFi Wins")
- Why Trusted things get built on
- How DeFi protocols sink
- Time Value Locked as the meter stick
- How to test the thesis
- The transition to long-term thinking
Understanding this thesis will help you become a better crypto investor.
Before the episode begins we also talk about: * ETH FUTURES! * Grammy-award winner RAC issues on Ethereum
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- DYDX - trade, margin, BTC perpetuals (10% off with this link)
(trade.dydx.exchange/r/bankless)
Resources discussed:
- (Article) It's the Settlement Assurances Stupid
- (Article) Crypto-fiat: mutualistic or parasitic?
- (Article) Great protocol sink
- (How-to) How to buy $TAPE token
- (VIDEO) David's Settlement Assurances talk
Episode Actions:
- Watch David talk about this at Ethereal
-
Watch for evidence of protocol sink thesis:
- Crypto exchanges add DeFi protocols
- Trustless stablecoins like DAI taking from USDT
- Stablecoins issued on public chains like Ethereum
- More value flowing into BTC and ETH
- Give Bankless a 5-star review on iTunes right now!
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Episode: #11
May 11, 2020
Your savings account, your high-yield bank deposits, a CD. Can we replace these bank functions with a protocol?
Compound seems to think so. Compound is a two-sized money robot that provides borrowing and lending to create something new: interest. Learn what it does, why it's powerful, and how it's evolving as we talk with Robert Leshner. We even ask if there's a way for the community to get its hand on some Comp tokens and start shaping the future of the protocol.
We cover:
- What you can do w/ Compound
- Power of programmable interest
- How Compound's different than:
- WellsFargo (traditional banks)
- Maker (other procotols)
- BlockFi (crypto banks)
- If crypto banks will out-compete DeFi
- How you can get COMP tokens
- Future of protocol politicians
- The protocol sink thesis
- Robert's biggest fear for DeFi
- How the Bankless community can help
This is our final of three episodes in the "King Money Protocols Series" where we talk through the three most important DeFi protocols. Catch up on Episode 10 and Episode 9 if you missed them. Before the episode begins we also talk about: * Tron stealing our tax money * What wBTC backing means for DAI
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- DYDX - trade, margin, BTC perpetuals (10% off with this link)
(trade.dydx.exchange/r/bankless)
Resources discussed:
- Compound protocol - interface
- Dharma - build on Compound
- Compound governance - interface
- Ryan's voting record - two votes!
- Read:
- How to get a Dai savings Rate - include Compound
Episode Actions:
- Try earning interest on Compound
- Stay tuned for governance opportunities:
- Here's how Bankless plans to govern
- Give Bankless a 5-star review on iTunes right now!
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Episode: #10
May 4, 2020
Uniswap isn't a bank, isn't a company, isn't a website. It's a liquidity robot, an unstoppable trading layer for the bankless money system, the first of its kind. Ryan & David talk with Caleb Sheridan about using Uniswap for trade & profit, its ability to serve as a public good for the Ethereum economy, and the coming liquidity robot wars.
We cover:
- An explanation of Uniswap in 10 sentences
- What you can do on Uniswap
- Trading
- Suppling liquidity (for profit!)
- Listing assets
- Bootrapping liquidity
- Funding projects
- Why Uniswap succeeded where others failed
- If Uniswap is really unstoppable
- In what ways Uniswap is a 10x improvement
- The coming Liquidity Robot Wars
- Uniswap as an price Oracle
- The end game
This is our second of three episodes in the "King Money Protocols Series" where we talk through the three most important DeFi protocols. Stay tuned for the final episode! Before the episode begins we also talk about: * The Coinbase Oracle * The UMA token sale on Uniswap
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- DYDX - trade, margin, BTC perpetuals (10% off with this link)
(trade.dydx.exchange/r/bankless)
Resources discussed:
- Uniswap Exchange
- Pools.fyi - check Uniswap returns
- Use Zap to one-click deposit to Uniswap Pool
- Read:
- How to Make Money on Uniswap
- Uniswap is Infrastructure - David Hoffman
- Rise of the liquidity robots
- Constant Function Market Makers
Episode Actions:
- Try a trade on Uniswap
- Become a liquidity provider on Uniswap and earn ETH
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Episode: #9
April 27, 2020
Ryan & David talk with Mariano Conti about Dai, Maker, & his epic bankless journey. Learn how Maker can help you go bankless through this conversation with Mariano.
We talk:
- Mariano's life in midst of Argentina's capital controls
- Why Mariano moved from Bitcoin to DAI and Ether
- The components of Maker including:
- DAI (stability)
- Vault/CDP (credit)
- Dai Savings Rate (interest)
- Governance (MKR token)
- Centralization risks of Maker
- Is Maker the last say on decentralized stablecoins?
- What's it going to take to see 1m people into DAI?
This is our first of three episodes in the "King Money Protocols Series" where we talk through the three most important DeFi protocols. Stay tuned for the next two episodes! Before the episode begins we also talk about: * The Lendfme hack & what it implies * Insanity of negative oil prices!
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Zerion - portal to your DeFi portfolio
Resources discussed:
- VIDEO: How I Survive Argentina's 50% Inflation - Mariano
- PODCAST: Rise of MakerDAO: A Personal Journey - Mariano
- Learn how Brice pays for his lunches with DAI - Bankless
- Follow Mariano's on Twitter
Episode Actions:
- Check out Maker protocol
- How to get a DAI Savings Account - Bankless Tactic 23
- Give Bankless podcast 5 stars in iTunes!
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Episode: #8
April 20, 2020
Where the rubber meets the road... this episode is all about both the mental mindset and the actual tools needed to go Bankless. Bankless is a state of mind! It's a lifestyle centered around independence and freedom! This episode discusses the tools that you can use in your life to support that mindset and enable Bankless growth.
How to go bankless:
1. Start with why (“goals”)
2. Set a weekly plan (“process”)
3. Start doing things (“implement”)
4. Measure outcomes (“measure”)
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Zerion - portal to your DeFi portfolio
Episode Actions:
- Set goals & commit to level-up weekly
- Read articles:
- How to dollar cost average into crypto
- The crypto money portfolio
- Bankless level up guide
- Download Argent Wallet
- Set up your own ENS name
- Give Bankless 5 stars on iTunes
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Episode: #7
April 13, 2020
Ether has some native mechanisms that contribute to its scarcity and value. David and Ryan explore these value mechanisms and compare/contrast them with money printer go brrrr.
This episode covers: * 1. Scarcity mechanisms and fair games * 2. Ether’s value mechanisms * 3. How USD will fare vs. ETH
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Zerion - portal to your DeFi portfolio
Resources Mentioned:
- (Watch) Conway's game of life
- (Article) Ether is equity
- (Article) The Final Puzzle Piece to ETH's Monetary Policy
Episode Actions:
- Listen to previous episodes to get a firm foundation!
- Read these
- The Final Puzzle Piece to ETH's Monetary Policy
- Ether is equity
- Watch Conway's game of Life
- Give Bankless 5 stars on iTunes
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Episode: #6
April 6, 2020
Different Ethereum applications require different amounts of trust, depending on how each app is designed. This episode discusses how to think and measure the trustlessness of each app, and where the humans and computers meet.
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Zerion - portal to your DeFi portfolio
Resources Mentioned:
- (Article) Ethereum will eat Wall Street
- (Article) Two Faces of Ethereum
- (Article) The Great Protocol Sink
Episode Actions:
- Give this podcast 5 stars in iTunes!
- Evaluate protocols on the DeFi Trust Spectrum
- Read these:
- The Two Faces of Ethereum (Article)
- The Great Protocol Sink (Article)
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Episode: #5
March 30, 2020
Most people identify memes are internet images with text, or reaction gifs. Memes are much more than that; they are a tool for information transmission at the largest possible scale.
Memes are little packets of data that hop from brain to brain. They can transfer data across the globe and also across time!
Join David and Ryan as they explore the role that memes have in crypto, and some of cryptos best and worst memes!
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Zerion - portal to your DeFi portfolio
Episode Actions:
- Subscribe to this podcast
- Subscribe to Bankless newsletter program
- Give this podcast 5 stars in iTunes!
- Think: do you believe the right memes?
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Episode: #4
March 23th, 2020
There are three asset "superclasses"
- Store of Value
- Capital Asset
- Commodity Asset
Join Ryan and David as they explore the boundaries between asset types, and discover where Ether lies in relation to these three classes.
Additionally, Ryan and David compare and contrast the economic and financial institutions that make up the world we know, and how they relate to these three classifications.
Links mentioned in podcast:
- (Article) Ether: A New Model for Money
- (Video) Ether: A New Model for Money
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Ethereal Summit - the most bankless crypto conference yet
Episode Actions:
- Subscribe to this podcast
- Subscribe to Bankless newsletter program
- Read the links above mentioned in podcast
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
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Episode: #3
March 15th, 2020
While the internet revolution is all about data, the crypto revolution is all about value. Scaling the internet is all about scaling data bandwidth, but scaling crypto is all about economic bandwidth.
Join Ryan and David as they explore the concept of economic bandwidth and how it relates to crypto-systems.
Links mentioned in podcast:
- (Article) Ethereum is an emergent structure
- (Article) ETH and BTC are economic bandwidth
- (Article) The trillion dollar case for ETH
- (Article) ETH is irreplaceable
- (Dashboard) Economic Bandwidth metrics
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Ethereal Summit - the most bankless crypto conference yet
Episode Actions:
- Subscribe to this podcast
- Subscribe to Bankless newsletter program
- Read the links above mentioned in podcast
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March 9th, 2020
Episode: #2
How did money get to where it is today? David and Ryan explore the historical progress of money, and the management of money, across time. We ask questions like "what makes good money" and "how does money get managed" and "who gets to manage money, and why"
We end with a comparison of the different money management policies of each respective crypto-system, and how each system arrived at that conclusion
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Ethereal Summit - the most bankless crypto conference yet
Episode Actions:
- Subscribe to this podcast
- Subscribe to Bankless newsletter program
- Make the commitment to go more bankless
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Date: Monday, March 2nd
Episode: #1
Bankless is a podcast about leveraging the revolution in Internet money and internet finance to benefit you as an individual. Join Ryan and David for a journey into the frontier, where both treasure and bandits await!
Bankless is all about replacing the traditional financial system with internet protocols for money and finance. Ryan and David are here to discuss how these protocols work, how they benefit the individual, and how the world may come to adopt and use these systems as they have the internet.
Tools from our sponsors to go bankless:
- Rocket Dollar - tax shelter your crypto ($50 w/ "BANKLESS")
- Monolith - holy grail of bankless Visa cards
- Aave - money lego for lending & borrowing
- Ethereal Summit - the most bankless crypto conference yet
Episode Actions:
- Subscribe to this podcast
- Subscribe to Bankless newsletter program
- Make the commitment to go more bankless
Subscribe to podcast on iTunes | Spotify | YouTube | RSS Feed
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Don't stop at the podcast!
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