Nach Genre filtern
- 1185 - ROLLUP: $100k BTC? | Gensler Resignation | Trump’s ‘Crypto Czar’ | Memecoin Rugs
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
------ 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/99?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 22 Nov 2024 - 1h 03min - 1184 - Roman Storm Speaks - Tornado Cash Developer on What’s at Stake
📣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
Thu, 21 Nov 2024 - 26min - 1183 - The Future of Rollups is Based | Mteam
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.
------ 📣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
🪄 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
Wed, 20 Nov 2024 - 31min - 1182 - Why Are We Here? Crypto-Anarchism Explained | Arjun Bhuptani
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.
------ 📣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
🪄 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
Tue, 19 Nov 2024 - 34min - 1181 - Defending Beamchain & the Ethereum Roadmap | Justin Drake
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.
------ 📣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
🪄 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
Mon, 18 Nov 2024 - 35min - 1180 - ROLLUP: Post Election All Time Highs | Beam Chain Announcement | Devcon Recap | FBI Raids Polymarket CEO
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
------ 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/95?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 15 Nov 2024 - 1h 03min - 1179 - How Crypto AI Agents Will Take Over the World | Ejaaz Ahamadeen
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
------ 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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/94?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Thu, 14 Nov 2024 - 1h 50min - 1178 - 2025 Crypto Predictions with Altcoin Daily | BTC, ETH, Memecoins & L2s
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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/93?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Wed, 13 Nov 2024 - 43min - 1177 - How to Prepare for the 2025 Bull Market | Arthur Hayes
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.
------ 📣 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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/92?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 11 Nov 2024 - 1h 15min - 1176 - ROLLUP: A New Era For Crypto | Bitcoin All Time High | Polymarket Dominance | Where Do We Go Next?
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
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
⚖️ 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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/91?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 08 Nov 2024 - 56min - 1175 - The 2024 Presidential Election Breakdown With Alex Thorn
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
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple
⚖️ 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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/90?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Wed, 06 Nov 2024 - 1h 02min - 1174 - Why You Should Still Be Bullish ETH | Anthony Sassano
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.
------ 📣 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
⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/89?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Tue, 05 Nov 2024 - 1h 51min - 1173 - Do Based Rollups Solve Everything? | Justin Drake
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
🌋 JOIN US AT THE BANKLESS SUMMIT https://lu.ma/0bpju5ic?tk=1oUc7Q
📣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 ⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/88?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 04 Nov 2024 - 1h 50min - 1172 - ROLLUP: Bitcoin's ATH Run | AI Memecoin Meta | Blobs Price Discovery | Microsoft Buying Bitcoin?
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:
🐙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 🤖 0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/87?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 01 Nov 2024 - 1h 06min - 1171 - The AI Agent & Memecoin Thesis | Pantera’s Matt Stephenson
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.
------ 🍵0x v2 | NEXT GEN PRICING ENGINE https://bankless.cc/0x
------ 📣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
🪄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/86?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Wed, 30 Oct 2024 - 1h 21min - 1170 - Are L2s Extensions of Ethereum? | Kyle Samani & Max Resnick vs. David Hoffman & Jill Gunter
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.
------
📣 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
🪄 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/85?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 28 Oct 2024 - 47min - 1169 - ROLLUP: Stripe's Billion Dollar Stablecoin Bet | Noteworthy Investor Longs BTC | Kraken's New L2 | Self Custody Is For Losers??
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:
🐙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 🤖 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
Fri, 25 Oct 2024 - 59min - 1168 - Kraken's 'Ink' - the Newest L2 in the Optimism Superchain | Ben Jones & Andrew Koller
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.
------ 📣 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
🪄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/83?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Kraken https://x.com/krakenfx
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Thu, 24 Oct 2024 - 54min - 1167 - The Ethereum Roadmap Wars | Will Ethereum Win?
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.
------ 🎮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://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/82?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Wed, 23 Oct 2024 - 1h 01min - 1166 - ETH vs. SOL: A Professor's Take | Omid Malekan
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
------ 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 🤖0G | MAKING THE IMPOSSIBLE, INEVITABLE https://bankless.cc/0G
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/81?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 21 Oct 2024 - 1h 41min - 1165 - ROLLUP: $2B Polymarket Bet | Election Pump? | Ethereum Optimism | Trump 'WLFI' Launch
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.
------ 🎮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://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
Fri, 18 Oct 2024 - 1h 06min - 1164 - The Bankless Summit
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
Thu, 17 Oct 2024 - 02min - 1163 - A16z 2024 State of Crypto Report | Eddy Lazzarin & Daren Matsuoka
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
Wed, 16 Oct 2024 - 1h 20min - 1162 - The End Of Centralized Exchanges | Kain Warwick's Infinex
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:
🐙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
------ ✨ 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
Mon, 14 Oct 2024 - 57min - 1161 - ROLLUP: Satoshi Exposed | Unichain | FBI Token | Permissionless III | Hoffman vs. Warwick
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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/77?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 11 Oct 2024 - 1h 08min - 1160 - Announcing Unichain | DeFi's Next Frontier?
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
------ 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
------
✨ 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
Thu, 10 Oct 2024 - 1h 06min - 1159 - Is DeFi Illegal Now? Tornado Cash Case Update | Jake Chervinsky
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.
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
⚡️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/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
Tue, 08 Oct 2024 - 1h 28min - 1158 - The Very Serious Impact of Misinformation | Nico Perrino
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.
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
⚖️ 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 ✨
------ 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
Mon, 07 Oct 2024 - 1h 22min - 1157 - ROLLUP: World War Threat | North Korean Hackers | Vitalik Roadmap Updates | Visa Platform On Ethereum
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:
🐙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
------ ✨ 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
Fri, 04 Oct 2024 - 58min - 1156 - CFTC vs. Uniswap, Prediction Markets, & Crypto | Commissioner Summer Mersinger
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.
------ 📣0x v2 | NEXT GEN PRICING ENGINE https://bankless.cc/0x
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
⚡️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
Thu, 03 Oct 2024 - 1h 21min - 1155 - Where is Ethereum Headed? | Mike Ippolito & Mike Neuder
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!
------ 📣 JOIN US AT PERMISSIONLESS III https://blockworks.co/event/permissionless-iii
🎉 REGISTER FOR THE BANKLESS PARTY https://lu.ma/yj5pdeqe?tk=lIr2oe
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
⚡️ 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/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
Tue, 01 Oct 2024 - 1h 18min - 1154 - Defending Crypto to the Middle-Class American | Austin Campbell
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
------ 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
------ ✨ 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
Mon, 30 Sep 2024 - 1h 34min - 1153 - ROLLUP: China's $500B Stimulus | Kamala's Pro-Crypto Pivot? | Gary Gets Grilled | EIGEN Unlock Incoming
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.
------ 📈 INDEX COOP | LEVERAGE TOKENS https://bankless.cc/IndexCoop
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🛞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/69?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 27 Sep 2024 - 1h 09min - 1152 - Crypto & The Democrats | Rep. Ro Khanna
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.
------ 📣 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
⚖️ 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/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
Wed, 25 Sep 2024 - 43min - 1151 - In Defense of The Ethereum Roadmap | Mike Neuder
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.
------ 📣 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
⚖️ 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
Mon, 23 Sep 2024 - 1h 20min - 1150 - ROLLUP: Rate Cuts Price Savior? | Trump’s DeFi Project | Vitalik’s Documentary
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:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🛞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
Fri, 20 Sep 2024 - 1h 02min - 1149 - Fed Rate Cut: Is It Too Late? | Macro Alf
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.
------ 📣 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
⚖️ 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
Wed, 18 Sep 2024 - 1h 14min - 1148 - Refuting L2 Fud & State of Arbitrum | Steven Goldfeder
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.
------ 📣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
⚖️ 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
Tue, 17 Sep 2024 - 1h 08min - 1147 - What Are BlackRock’s Crypto Plans? | Robbie Mitchnick Head Digital Assets at Blackrock
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.
------ 📣 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
⚖️ 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
Mon, 16 Sep 2024 - 56min - 1146 - ROLLUP: The Debate | 1st DeFi Congress Hearing | ENS joins PayPal/Venmo | Coinbase’s cbBTC
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
------ 📣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 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/62
------ 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
Fri, 13 Sep 2024 - 58min - 1145 - Will AI Kill Democracy? | Yuval Noah Harari
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
------ 📣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
🛞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/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
Thu, 12 Sep 2024 - 1h 32min - 1144 - Where’s the ETH Bottom? | Ben Cowen
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.
------ 🌊 KELP | DEPOSIT ETH WITH GAIN TODAY https://kelpdao.xyz/gain/?utm_source=Bankless
------ 📣 INTO THE CRYPTOVERSE | GET 10% OFF https://intothecryptoverse.com/ref/bankless/
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🦄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
Tue, 10 Sep 2024 - 1h 34min - 1143 - Why Peter Schiff Hates Bitcoin & The Bull Case for Gold
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
------ 📣 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 🗣️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
Mon, 09 Sep 2024 - 1h 32min - 1142 - ROLLUP: Trump’s DeFi Project | CFTC vs. Uniswap | Brazil Bans Twitter | Coinbase AI | Polymarket & Bloomberg
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.
------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium
------ 🌊 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
⚡️ 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 ✨
------ 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
Fri, 06 Sep 2024 - 59min - 1141 - Is the Ethereum Roadmap Off Track? | Max Resnick
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
------ 📣 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 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------ ✨ 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
Wed, 04 Sep 2024 - 1h 27min - 1140 - U.S. Strategic BTC Reserve - The BITCOIN Act | Senator Cynthia Lummis
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
------ BANKLESS SPONSOR TOOLS:
🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2
🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap
🛞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
Mon, 02 Sep 2024 - 53min - 1139 - Multi-Proposers & The Future Of Ethereum
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.
------
📣 BECOME A CITIZEN | GET 10% OFF WITH CODE: SPOTIFY10 https://www.bankless.com/join
------ 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
------ 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
Sun, 01 Sep 2024 - 2h 00min - 1138 - ROLLUP: Ethereum Foundation Sells $100M? | Telegram Founder Arrested | SEC Targets Opensea
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:
🐙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
------ 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
Fri, 30 Aug 2024 - 1h 17min - 1137 - How Crypto Is Transforming Argentina's Economy
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.
------ 📣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
⚖️ 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
Thu, 29 Aug 2024 - 1h 27min - 1136 - How Crypto Fixes U.S. Debt | Fmr Speaker Paul Ryan
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.
------ 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
------ ✨ 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
Wed, 28 Aug 2024 - 1h 02min - 1135 - Why is ETH Down So Bad this Cycle? | Kyle Samani
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
------ 📣 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
⚖️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/53
------ 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
Mon, 26 Aug 2024 - 1h 11min - 1134 - ROLLUP: TRON's Massive Win | Dems Ignore Crypto | The $20M McDonalds Scam | Vitalik's Bull Post
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?
------
📣 GET 10% OFF PERMISSIONLESS TICKETS | USE CODE: BANKLESS10 https://bankless.cc/PermissionlessDiscount
------ 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
------ 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
Fri, 23 Aug 2024 - 59min - 1133 - Mega ETH vs Monad | Super Fast Ethereum
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
------
✨ Mint the episode on Zora ✨https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------
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
Wed, 21 Aug 2024 - 1h 34min - 1132 - 7 Ideas for Investing in Uncertain Times | Louis-Vincent Gave
In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos. From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.
------ 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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52
------ TIMESTAMPS
0:00 Intro 4:43 Louis Intro 5:05 Louis Book & Theme 6:30 Current Decade Uncertain? 9:49 Crisis in Asia - 3 Anomalies 15:21 Bear Market: Crypto vs. Equity 23:05 Bond Investors Losing Money 26:25 Who’s Buying Bonds? 29:16 Pension Funds & Math 33:35 Current Safe Investments? 40:29 Current Ideal Portfolio 50:22 Equity U.S. vs. Others 54:00 Ryan’s Countertakes 55:10 Louis on U.S. Property Rights 57:25 Louis on U.S. Tech 1:00:56 U.S. vs. China 1:04:34 Non-U.S. Equity 1:06:32 Value Over Growth 1:11:04 What’s Warren Waiting For? 1:13:06 Home Bias & Base Case 1:18:46 Dollar Devaluing 1:24:18 Louis on Crypto 1:27:09 Bitcoin vs. Gold 1:28:20 Louis’s Dad & Crypto 1:29:30 Closing & Disclosures
------ RESOURCES
Louis https://x.com/gave_vincent https://web.gavekal.com/ https://evergreengavekal.com/
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Tue, 20 Aug 2024 - 1h 31min - 1131 - Why Trump is Pro-Crypto | David Bailey
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.
------ 🐡 PUFFER | CHECK OUT PUFFER UNIFI https://bankless.cc/PufferUnifi
------ 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
------ ✨ 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
Mon, 19 Aug 2024 - 1h 00min - 1130 - Bull Market Price Predictions With Ledger
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.
------
📣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
⚖️ 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
Sat, 17 Aug 2024 - 1h 00min - 1129 - ROLLUP: Kamala Crypto Pivot? | USDC iPhone Tap-to-Pay | WBTC Drama? | Superchain Soon?
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?
------ 🐡 PUFFER | CHECK OUT PUFFER UNIFY https://bankless.cc/PufferUnifi
------ 📣 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
⚖️ 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
Fri, 16 Aug 2024 - 1h 17min - 1128 - Nate Silver: SBF, The 2024 Election, & Prediction Markets
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
------ 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 🌐 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/48
------ 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
Tue, 13 Aug 2024 - 1h 17min - 1127 - What is Robinhood Doing in Crypto? | Co-Founder Vlad Tenev
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
------ 📣 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 🌐 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
Mon, 12 Aug 2024 - 1h 07min - 1126 - ROLLUP: Crazy Markets Week | Prediction Markets Bad? | Zora Release | More Gensler Ls | Trump’s DeFi Sons
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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/46
------ 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
58:28 Closing & Disclosures
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Fri, 09 Aug 2024 - 59min - 1125 - Macro Expert Tom Lee | What's Next For Markets?
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.
------
🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod
------
🐙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 🌐 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/45?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------
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
Wed, 07 Aug 2024 - 49min - 1124 - Live: Did This Crypto Cycle Just Come To An End?
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. ------
🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod
------
🐙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 🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol
🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku
------
✨ Mint the episode on Zora ✨
------
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
Mon, 05 Aug 2024 - 1h 06min - 1123 - Your Constitutional Right to Crypto | Richard Jackson
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.
------ 📣 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 🌐 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/43?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 05 Aug 2024 - 1h 38min - 1122 - ROLLUP: Record ETF Flows, Up or Down? | Trump's New Crypto Policy | California Going Onchain?
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?
------
🍵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
🦄 UNISWAP | BROWSER EXTENSION
🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM
⚡️ CARTESI | LINUX-POWERED ROLLUPS
https://bankless.cc/CartesiGovernance
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
------
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/42?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ «
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
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/wp-content/uploads/2022/05/5.4.22-Blockchain-EO-N-9-22-signed.pdf
01:09:32 EigenLayer AVS Awards
https://x.com/eigenlayer/status/1816867158032548136
01:11:02 Song-A-Day Man Suing SEC
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
Fri, 02 Aug 2024 - 1h 18min - 1121 - China vs. The Dollar | Diana Choyleva
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.
------ 📣 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
⚡️ 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/41
------ 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
Wed, 31 Jul 2024 - 1h 04min - 1120 - Suing The SEC | Jonathan Mann & Brian Frye
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.
------ 📣 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
⚡️ 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/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
Mon, 29 Jul 2024 - 38min - 1119 - “Why I’m Bullish” | Mike Novogratz
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.
------ 📣 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
⚡️ 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/38?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 29 Jul 2024 - 1h 04min - 1118 - ROLLUP: ETFs Flop? | BTC on U.S. Balance Sheet? | Polymarket Booming | Japan Tanking Markets
Bankless Friday Weekly Rollup 4th 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 ETHEREUM https://bankless.cc/Arbitrum
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
------
✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/39?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Fri, 26 Jul 2024 - 1h 03min - 1117 - ETH ETFs Begin Trading | Matt Hougan
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.
------ 🍵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
🦄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
------ 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
Wed, 24 Jul 2024 - 46min - 1116 - Live: Eric Balchunas on The $ETH ETF Launch
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.
------ 📣 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
⚡️ 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
------
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
Tue, 23 Jul 2024 - 36min - 1115 - Why Banks Suck, The Great Taking & How To Prepare | Mel Mattison
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.
------ 📣 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
⚡️ 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
Mon, 22 Jul 2024 - 1h 44min - 1114 - ROLLUP: Trump Pump | ETH ETF Next Week | Mt. Gox & Germany | Crypto Wars 2.0
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
Fri, 19 Jul 2024 - 1h 05min - 1113 - Making America Pro-Crypto | Congressman French Hill
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:
🐙 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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Thu, 18 Jul 2024 - 43min - 1112 - Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau
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 ✨
------
🐡 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
🦄 UNISWAP | BROWSER EXTENSION
⚡️ FUEL | EARN FUEL POINTS
⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION
------
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
Wed, 17 Jul 2024 - 1h 14min - 1111 - Stocks Up & Crypto Flat...Why? | Jim Bianco
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
Mon, 15 Jul 2024 - 1h 28min - 1110 - ROLLUP: Stocks vs. Crypto | EthCC Recap | Trump BTC Conf Speaker | ETH Documentary Release
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
Fri, 12 Jul 2024 - 59min - 1109 - Why You Should Leave Your Country | Andrew Henderson
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
Wed, 10 Jul 2024 - 1h 28min - 1108 - Mike Solana: Trump, Crypto, Tech, Politics & Memetic Wars
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
Mon, 08 Jul 2024 - 1h 24min - 1107 - ROLLUP: ETF Final Countdown | Polymarket's Huge Breakout | Chevron Defense | SEC Sues Metamask
Bankless Friday Weekly Rollup First Week of July
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/26?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 📣 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
Thu, 04 Jul 2024 - 1h 05min - 1106 - Chevron Deference: 40-Year Decision Reversed & Explained | Justin Slaughter
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.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/25
------ 📣 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
Wed, 03 Jul 2024 - 59min - 1105 - ETH ETF: Bullish or Bearish? | Alex Thorn & Matt Hougan
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.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
------ 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
Mon, 01 Jul 2024 - 1h 14min - 1104 - ROLLUP: Solana ETF? | $Blast L2 Launch | Solana's Blink & ZK Compression | ETH ETF Next Week?
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.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/23
------ 📣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
Fri, 28 Jun 2024 - 1h 06min - 1103 - PleasrDAO Releases Secret Wu-Tang Album | Leighton Cusack & Matt Metkov
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.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/22
------ 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 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
Thu, 27 Jun 2024 - 44min - 1102 - Is Crypto Still in a Bull Run? | RSA+DH
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
Wed, 26 Jun 2024 - 44min - 1101 - The Case for Authoritarianism | Vitalik Buterin & Noah Smith
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.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/20?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
🌐 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 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
Tue, 25 Jun 2024 - 1h 28min - 1100 - Why We Should Fight for Freedom of Speech | Greg Lukianoff
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
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/19?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 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/
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
Mon, 24 Jun 2024 - 1h 30min - 1099 - ROLLUP: ETH Beats SEC! | Trump Coin? | LayerZero Token | ETH ETF Trading Soon
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!
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/18 ------ 📣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 & 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
Fri, 21 Jun 2024 - 1h 16min - 1098 - Diaries of an ETH Maxi on Wall Street | Sam Jernigan
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
Wed, 19 Jun 2024 - 1h 47min - 1097 - ETH to $22k by 2030? | VanEck's Matthew Sigel
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
Tue, 18 Jun 2024 - 51min - 1096 - CZ, Bull Market Predictions & The Future of Binance | New CEO Richard Teng
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
Mon, 17 Jun 2024 - 1h 14min - 1095 - ROLLUP: ZkSync Airdrop | Optimism Fault Proofs | Pectra Ethereum Upgrade
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
Fri, 14 Jun 2024 - 1h 16min - 1094 - BitVM: The Holy Grail for Bitcoin? | Creator Robin Linus
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
Thu, 13 Jun 2024 - 1h 09min - 1093 - The Trillion Dollar ETH Pitch | RSA+DH
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
Wed, 12 Jun 2024 - 45min - 1092 - The End of the Petrodollar | Luke Gromen
“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
Mon, 10 Jun 2024 - 1h 21min - 1091 - ROLLUP: ETFs Back? | Robinhood Acquires Bitstamp | Biden SAB-121 Veto
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
Fri, 07 Jun 2024 - 1h 12min - 1090 - When Will We Go Parabolic This Cycle? | RSA+DH
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.
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/10
------ 🔐 GridPlus Lattice1 Hardware Wallet (use discount code BANKLESS2024 at checkout for 15% off) https://gridplus.io/products/grid-lattice1
------ 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 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
Wed, 05 Jun 2024 - 49min - 1089 - The Ethereum vs. Solana Debate | Justin Drake vs. Anatoly Yakovenko
✨ 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.
------ 📣 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
🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/
⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance
------ TIMESTAMPS
0:00 Intro
7:16 The Good
22:30 The Bad
52:03 Global Shared State
1:06:07 Economic Security
1:30:08 The Ugly
1:47:23 The Endgame
1:55:22 Closing & Disclaimers
------ RESOURCES
Anatoly Yakovenko 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
Mon, 03 Jun 2024 - 1h 47min - 1088 - ROLLUP: ETH Price Target | ETF Launch Date | Celebcoin Drama | Major New L2s
✨ 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/
------ 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 | 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
Fri, 31 May 2024 - 1h 16min - 1087 - In This Economy? How Money & Markets Really Work | Kyla Scanlon
✨ 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.
------ 📣 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
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku
🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
------ 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
Tue, 28 May 2024 - 1h 26min - 1086 - Stablecoins and National Security | Former CFTC Chair Timothy Massad
✨ 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.
------
📣 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
⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK
🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
🌐 CARTESI | APPLY FOR A GRANT
https://bankless.cc/CartesiGovernance
------
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
Stablecoins and National Security by Timothy Massad
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
Mon, 27 May 2024 - 1h 22min
Podcasts ähnlich wie Bankless
Global News Podcast BBC World Service- El Partidazo de COPE COPE
- Herrera en COPE COPE
- The Dan Bongino Show Cumulus Podcast Network | Dan Bongino
- النشرة المالية Digital Ma'arefa
- Es la Mañana de Federico esRadio
- La Noche de Dieter esRadio
- Hondelatte Raconte - Christophe Hondelatte Europe 1
- La rosa de los vientos OndaCero
- Más de uno OndaCero
- La Zanzara Radio 24
- Retirement Answer Man Roger Whitney, CFP®, CIMA®, RMA, CPWA®
- Les Grosses Têtes RTL
- L'Heure Du Crime RTL
- El Larguero SER Podcast
- Nadie Sabe Nada SER Podcast
- SER Historia SER Podcast
- Todo Concostrina SER Podcast
- 安住紳一郎の日曜天国 TBS RADIO
- The Daily The New York Times
- The Tucker Carlson Show Tucker Carlson Network
- 辛坊治郎 ズーム そこまで言うか！ ニッポン放送
- 飯田浩司のOK! Cozy up！ Podcast ニッポン放送
- 武田鉄矢・今朝の三枚おろし 文化放送PodcastQR
