Bankless

Latest Episodes:

ROLLUP: Elon Buys Twitter | Free Speech | Optimism Airdrop | Moonbirds NFTs | OpenSea Gem Apr 29, 2022

Show notes

Last Week of April, 2022

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro

3:00 MARKETS 3:25 BTC Price 4:15 ETH Price 5:10 USD ATH https://imgur.com/GTS2ugz 6:38 Huge Gains in 2021 https://www.theblockcrypto.com/post/142795/crypto-investors-made-163-billion-in-gains-in-2021-chainalysis 7:59 ENS Bull Market https://twitter.com/ENSbrokerage/status/1518939316671725569 13:12 ApeCoin Mooning https://www.coingecko.com/en/coins/apecoin

15:00 RELEASES 17:20 Stripe Crypto Payments https://www.cnbc.com/2022/04/22/stripe-launches-crypto-payments-feature-with-twitter-as-first-client.html 18:38 Volt Protocol https://twitter.com/VoltProtocol/status/1517578992278249472?s=20&t=6WCwIscpmBkQhvfILpTomw 19:49 Fidelity 401k https://t.co/f9rRRHIG3h 21:34 AngelList USDC Payments https://twitter.com/CharleyMa/status/1519322237815472128?s=20&t=zGG6hpeB0kWP_Z6eCUDtxw 22:35 CryptoKicks https://decrypt.co/98488/nike-rtfkt-reveal-cryptokicks-ethereum-nft-metaverse-sneakers 24:05 JPEG’d Protocol https://medium.com/@jpegd/jpegd-protocol-launch-e255f32546bb RAISES27:44 Joe McCann $1B Fund https://www.theblockcrypto.com/post/143448/founders-from-a16z-solana-and-more-back-new-billion-dollar-crypto-fund 30:48 Dragonfly’s Fund 3 https://techcrunch.com/2022/04/27/crypto-focused-dragonfly-capital-launches-650m-third-fund/?tpcc=tcplustwitter 31:35 Other Releases https://techcrunch.com/2022/04/21/liquifi-is-building-carta-web3-for-crypto-companies-tokens-blockchain/ https://www.theblockcrypto.com/post/142800/scroll-raises-ethereum-scaling-project-funding https://www.coindesk.com/business/2022/04/26/dex-protocol-0x-labs-raises-70m-from-greylock-opensea-and-jared-leto-report/

32:55 Jobs https://pallet.xyz/list/bankless/jobs

34:00 NEWS 34:25 Elon Buys Twitter https://twitter.com/bnonews/status/1518632272395657218?s=21&t=9jRlT-9PdCasZsm27QH9uw 35:50 Stani Kulechov Twitter Ban https://youtu.be/1af9OSCZlXA

OPTIMISM 40:01 Optimism Collective https://twitter.com/optimismPBC/status/1519001562345005057?s=20&t=THP1M38B0NcxGVsTKDuAAQ 43:48 Airdrop https://community.optimism.io/docs/governance/allocations/ 44:50 Data & Takes https://twitter.com/princecrypto9/status/1519289833616777217?s=20&t=z4CB0TolqtCvB3HLwAUTOg 50:40 Ridley Scott Producing https://decrypt.co/98421/alien-director-ridley-scott-produce-film-ethereums-rise 52:04 Infura Down https://twitter.com/RyanSAdams/status/1517515771441778689?s=20&t=16kdQ3GmdiPJi3O1vU-u3w

NFTs 52:49 Moonbirds Mooning https://www.theblockcrypto.com/post/143249/moonbirds-nft-record-sale-1m-kevin-rose-project 58:00 Solana NFTs https://decrypt.co/98848/solana-okay-bears-top-ethereum-nft-projects-18m-sales 59:12 OpenSea Acquires Gem https://twitter.com/opensea/status/1518590087285678081?s=20&t=VKBLpz9v5eYYDCuRW7p7ow

1:00:04 Bitcoin News https://www.businesstoday.in/crypto/story/central-african-republic-accepts-bitcoin-as-legal-tender-331077-2022-04-25 https://www.coindesk.com/policy/2022/04/22/panamanian-legislative-assemblys-committee-approves-bill-regulating-cryptocurrencies

REGULATION 1:00:42 Snowden Zcash https://twitter.com/documentingzec/status/1519427037752004609?s=21&t=QS3Yfpgqv2cfreFjRnZLVA 1:02:42 Tron Terra Copycat https://twitter.com/WuBlockchain/status/1517124429737648129?s=20&t=0KayrDtwHK_0FnyqiNSSDw 1:03:20 ECB Speech https://www.ecb.europa.eu/press/key/date/2022/html/ecb.sp220425~6436006db0.en.html

1:06:00 TAKES 1:07:30 Toxic Insecurity https://twitter.com/RyanSAdams/status/1517540916210319361?s=20&t=6Epyd6KM2V4Ns1W22w2AKA 1:09:30 Jon Stewart Authoritarianism https://www.hollywoodreporter.com/news/general-news/jon-stewart-mark-twain-prize-2022-1235134621/ 1:10:08 CT vs NFT Twitter https://twitter.com/0xwave/status/1518027212951150594?s=21&t=8RZbDznkwbg4jwp2Cs-IIA 1:11:20 EVM Equivalence https://twitter.com/0xSianLiu/status/1519462941657276416?s=20&t=HzjZQwpeTY9PO4WkV7BRNw 1:13:24 How to Get a Job https://twitter.com/bkiepuszewski/status/1518528435253043201?s=20&t=YxMWdERkVla3kEsDscIcqw

1:14:24 What Ryan’s Excited About 1:16:39 What David’s Excited About

1:17:45 Meme of the Week https://twitter.com/nir_III/status/1519143079206428682?s=20&t=EPBZLVJB890e2GZ1PdZVAg

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Introducing: The Optimism Collective & $OP Airdrop #1 Apr 27, 2022

Show notes

Optimism has released their Airdrop details! Check your eligibility: app.optimism.io/governance The $OP token contract address is: 0x4200000000000000000000000000000000000042 BE VERY CAREFUL WITH SCAMS AND PHISHING ATTACKS. 🔴 POST LIVESTREAM AMA HOSTED BY OPTIMISM: https://twitter.com/optimismPBC/status/1518617022782853120

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido.

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

----- Topics Covered:

0:00 Intro 7:00 An Unprecedented Moment 12:50 Tokens and Governance 17:30 Plutocracy and Democracy 22:54 Balancing Incentive Games 26:10 The Optimism Foundation 30:02 Decentralizing Identity 33:45 Decentralizing Over Time 42:30 The $OP Token and Airdrop 48:00 Distributing Future Airdrops 53:22 Other Token Distributions 57:35 Retroactive Public Goods Funding 1:04:27 Blockspace Demand 1:07:55 EVM Equivalence & EIP 4844 1:14:11 Justice and Balance 1:16:04 What's Next for Optimism? 1:18:26 Be Optimistic

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

The Explorer Mindset with Simona Pop | Layer Zero Apr 26, 2022

Show notes

This episode takes place in the geographical heart of Layer Zero: the middle of DevConnect, the 2022 Amsterdam conference. With the backdrop of a lively conference center, Simona Pop explores heavy topics like the 1989 Romanian Revolution and the pitfalls of DAO governance.

When you cut off the head of top-down totalitarianism, you must replace it with something better—otherwise, another hydra head will appear. Simona thrives on the cutting edge of big problems like these, working on DAO Engagement Strategy at Gitcoin, Community Strategy at Status, and founding the Bounties Network.

When Simona talks about crypto and the Web3 space, the epic proportions of this moment in history become clear and present.

------

📣 THE GRAPH | Graph Day in San Francisco | June 2-5

https://bankless.cc/GraphDay

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https://bankless.cc/Arbitrum

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https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO

https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO

https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING

https://bankless.cc/lido

🔐 LEDGER | NANO S PLUS WALLET

https://bankless.cc/Ledger

------

Topics Covered:

5:00 Simona, Amsterdam, and Real Life

8:55 A Revolutionary Childhood

12:45 Successful Evolutions

18:03 The Wheel of Time

25:00 The Governance Problem

30:30 This is Water

37:00 Replacing Nation States

40:55 Generational Change

48:50 Status and Networks

55:34 Why Simona’s Optimistic

58:44 Working for DAOs

1:02:41 Advice for Noobs

------

Resources:

-----

Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

https://newsletter.banklesshq.com/p/bankless-disclosures

115 - The Stagflation Mega-Trade | Dan Morehead Apr 25, 2022

Show notes

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-the-stagflation-mega-trade

Dan Morehead is the Founder & CEO of Pantera Capital, a blockchain investment firm that’s up nearly 65,900% since inception. Dan has spent decades successfully managing global macro funds throughout countless cycles.

We’ve said it before and we’ll say it again, macro plus crypto is a deadly combination. These two skills are some of the most important when it comes to navigating the remainder of this decade and beyond. Who better to share their expertise than Dan?

In this episode, Dan peels back the layers of how inflation, the bond bubble, and other important crises became so extreme, how they compare to the late 1970s, what you should do to prepare for the craziness to come, and so much more.

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:12 What’s Happening with Inflation 12:10 The Reality of Inflation 14:02 Bond Bubble & Money Printing 24:06 The $15T Bond Overcalculation 35:00 Comparing the 1970s & Today 45:00 How to Survive Stagflation 51:55 Position Yourself Wisely 55:40 Crypto’s Macro Response 1:04:35 Why We’re Decoupling 1:12:30 Is the Bear Market Over? 1:18:22 The Last 10 Years & Why Crypto 1:25:10 Institutional Conversations 1:30:50 Easy Button Portfolio 1:34:44 Dan’s 2022 & Beyond Focuses 1:39:30 Closing & Disclaimers ------ Resources:

Dan on Twitter https://twitter.com/dan_pantera

Pantera Capital https://panteracapital.com/

Dan’s Letters from Pantera https://panteracapital.com/blockchain-letter/ https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto/ https://panteracapital.com/blockchain-letter/the-next-mega-trade/ https://panteracapital.com/blockchain-letter/its-called-the-70s/

Charts https://panteracapital.com/wp-content/uploads/2022/02/Screen-Shot-2022-02-15-at-5.31.17-PM-1536x862.png https://imgur.com/ZY4ltqn

ROLLUP: Merge Alpha | Optimism Token?! | Ethereum Foundation Report | Coinbase NFT Beta | Beanstalk Exploit Apr 22, 2022

Show notes

3rd Week of April, 2022

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro

5:50 MARKETS 5:54 BTC Price 6:43 ETH Price 7:05 Ratios, BED, Gas https://www.indexcoop.com/bed 7:39 Total Crypto Market Cap https://www.coingecko.com/en/global_charts 8:13 Dollar Strong? DXY https://imgur.com/nTyNBTR 10:10 Crypto Correction Incoming? https://cryptohayes.medium.com/the-q-trap-f1a38312f00f 12:55 6 Signs Optimism Token is Coming https://twitter.com/optimismPBC/status/1516439426330599428 https://twitter.com/optimismPBC/status/1516767142720331777 15:45 Price Page for Optimism?! https://www.theblockcrypto.com/linked/142651/coinbase-shows-price-page-for-optimism-suggesting-a-token-could-be-on-the-way 18:35 UST: Crypto’s 3rd-Largest Stablecoin https://decrypt.co/98069/terra-stablecoin-ust-crypto-third-largest 19:19 Share of NFT Market https://imgur.com/e8paHhK https://www.sfermionresearch.com/research/a93zqom4t8df05icmjba1y43fpvoi3

23:15 RELEASES 24:00 SNEAK PEAK: Coinbase NFT Marketplace is Here (Beta) https://blog.coinbase.com/gm-coinbase-nft-is-now-in-beta- 25e6c052aa43 https://nft.coinbase.com/discover 26:30 Powered by 0x https://www.theblockcrypto.com/post/142684/coinbase-nft-marketplace-beta-launch https://www.coingecko.com/en/coins/0x 27:50 Ethereum Foundation Report https://twitter.com/AyaMiyagotchi/status/1515949698779164672 https://ethereum.foundation/report-2022-04.pdf 28:40 80% of Treasury Holdings https://thedefiant.io/ethereum-foundation-treasury/ 30:40 $JPG NFT Index from Index Coop https://twitter.com/indexcoop/status/1516780112443633667 31:40 Volt Protocol April 22, 2022 https://medium.com/volt-protocol/presenting-volt-f0ea2a38eb2e 34:15 Bankless Spring Calendar https://twitter.com/BanklessHQ/status/1516890191989936130

35:50 RAISES The Sandbox $400M - $4B Valuation https://www.theblockcrypto.com/linked/142466/the-sandbox-gears-up-to-raise-400-million-at-a-4-billion-valuation-report Framework Ventures $400M Blockchain Gaming Fund https://www.theblockcrypto.com/linked/142512/framework-ventures-unveils-400-million-fund-with-a-special-focus-on-blockchain-gaming Indian Crypto Exchange - CoinDCX $135M at $2.15B https://techcrunch.com/2022/04/18/indian-crypto-exchange-coindcx-tops-2-1-billion-valuation-in-new-135-million-funding/ EPNS $131M Series A https://twitter.com/epnsproject/status/1514605465530818567 Kevin O’Leary’s WonderFi Acquires Coinberry https://decrypt.co/98122/kevin-oleary-backed-defi-platform-wonderfi-to-acquire-coinberry-for-38m

37:35 JOBS https://pallet.xyz/list/bankless/jobs

39:45 NEWS 39:50 MetaMask 39:55 NFTs Getting Stolen Too https://www.theblockcrypto.com/post/142304/metamask-advises-users-to-disable-automatic-icloud-backups-of-its-wallet-data-to-prevent-hacks 40:00 Do This NOW! https://twitter.com/MetaMask/status/1515727239391809536 41:30 Beanstalk Exploit https://www.coingecko.com/en/coins/bean 44:50 North Korea hacked Ronin https://blockworks.co/fbi-says-north-korea-behind-625m-ronin-hack/ 47:00 ETH MakerDAO ETH L2 StarkNet Integration https://www.theblockcrypto.com/post/142641/makerdao-starknet-integration-ethereum-layer-2 47:22 NFTs 47:25 Punk 6529’s OM https://twitter.com/punk6529/status/1514718020849000461 50:15 Warner Music Group Partners with POAP https://www.prnewswire.com/news-releases/warner-music-group-partners-with-leading-web3-protocol-poap-inc-to-mint-shared-memories-as-nfts-301525635.html 52:05 NFT Influencer Shill List https://twitter.com/zachxbt/status/1516129830873583617 53:00 DeFi 53:05 Compound Ditch Yield Farmers Proposal? https://thedefiant.io/compound-incentive-overhaul/ 55:55 World 55:56 Crypto funding military defense… https://twitter.com/FedorovMykhailo/status/1515610384811626497

59:00 TAKES 59:30 Make Your Friends & Family Worry https://twitter.com/ljin18/status/1516884317200396288 1:01:30 Andre Cronje Culture https://www.theblockcrypto.com/post/142299/andre-cronje-crypto-culture-has-strangled-crypto-ethos 1:04:00 Welcome to Clown World https://twitter.com/Tree_of_Alpha/status/1515967463892168705 1:04:30 Mfers New Money Printer https://twitter.com/sartoshi_nft/status/1516680193842294787 https://twitter.com/TrustlessState/status/1517142456218750982 1:06:30 Spicy L222 https://twitter.com/TrustlessState/status/1516345954768666625

1:06:35 What David’s Excited About 1:14:30 What Ryan’s Excited About

1:22:20 MEME of the Week https://twitter.com/stusim/status/1514641617369640960

1:23:20 Closing & Disclaimers

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Moonbirds and the Future of Utility NFTs | Kevin Rose Apr 20, 2022

Show notes

Kevin Rose is pioneering the intersection between the NFT ecosystem and content creation. Kevin founded digg, the news aggregator site that innovated community-curated content in the early days of Web2. With a macro perspective on all things digital, Kevin has thrived as a builder and investor on the cutting edge of the internet.

The recent launch of Moonbirds is shaping up to be the best NFT drop of 2022, with a flood of volume and lofty valuations. In this episode, we dive into why it worked so well, as well as the lessons learned and actionable takeaways. We also score some advice for Bankless as fellow crypto-native content creators!

The premium of Utility NFTs is growing rapidly, and we’re witnessing the growth in real time with innovative projects like Moonbirds that build upon previous successful projects. Aligning communities, creators, tokens, and value is how we onboard 1 billion people into crypto, and pioneers like Kevin are helping us pave the way.

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 7:30 Kevin Rose 11:10 What is Proof? 18:14 Tokens, Creators, Communities 26:15 The Revenue Model 32:35 Diamond Handers & Tokens 39:57 The Moonbirds Launch 46:52 What’s Coming 50:55 Lessons 57:00 How to Launch an NFT 1:03:40 Utility NFTs 1:11:30 Bankless NFT? 1:17:17 On The Horizon 1:19:12 Closing & Disclaimers

------ Resources:

Kevin on Twitter: https://twitter.com/kevinrose?s=20

Proof Podcast: https://www.proof.xyz/

Moonbirds Launch: https://decrypt.co/98112/kevin-roses-moonbirds-ethereum-nft-launch-generates-280m-in-two-days

Proof Collective: https://opensea.io/collection/proof-collective

Proof Website: https://collective.proof.xyz/

Moonbirds: https://moonbirds.xyz/

Dune Dashboard: https://dune.com/sealaunch/Proof-Moonbirds

Moonbirds on Opensea: https://opensea.io/collection/proof-moonbirds

114 - In Defense of Bitcoin Maximalism | Vitalik Buterin Apr 18, 2022

Show notes

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/114-vitalik-debrief

---- Vitalik returns to Bankless once again—this time to defend Bitcoin Maximalism of all things. On April Fools Day this year, Vitalik posted an article to his blog titled 'In Defense of Bitcoin Maximalism,' but instead of being a pure troll, the Ethereum Founder approached the piece with truth and crafted a salient & compelling argument.

By steel-manning maximalism, Vitalik lays out a very reasonable case for the merits intolerance and toxicity. Philosophical and contrarian episodes like these help us understand the industry better, encouraging empathy for all sides of the debate.

We explore this in context of Ethereum maximalism as well, and Vitalik offers some sage advice to Bankless. This conversation is far more philosophy-based than tech-based, but as we've seen, Vitalik is as comfortable in this setting as he is discussing the latest EIPs or protocol upgrades.

Also, Vitalik spills the tea on Twitter's new favorite drink—the VB.

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 8:30 Green Tea and Twitter Hate 15:47 The April Fools Article 22:35 Crypto Grifters and Security 29:22 Taking Responsibility 37:19 Performative Weirdness 43:33 The Culture Stack 49:14 Value Tradeoffs 53:40 Lessons from BTC Maximalism 57:45 Why Maximalism is Good 1:02:30 Why Maximalism is Ridiculous 1:12:16 The Best of Both Worlds 1:16:10 Bored Weird Vitalik NFTs 1:23:05 Spotlights vs Insults 1:29:30 ETH Maximalism 1:39:41 Advice for Bankless 1:45:15 Composability & Onboarding 1:53:00 The Middle Path

------ Resources:

Vitalik on Twitter: https://twitter.com/VitalikButerin

Vitalik's Blog Post: https://vitalik.ca/general/2022/04/01/maximalist.html

Time Magazine: https://time.com/6158182/vitalik-buterin-ethereum-profile/

Survive, Thrive Theory of the Political Spectrum: https://slatestarcodex.com/2013/03/04/a-thrivesurvive-theory-of-the-political-spectrum/

Bored Weird Vitalik Club: https://weirdvitalik.com/

ROLLUP: Elon Musk Buys Twitter?! | 8.5% Inflation | Tax Week | Epic Games Building the Metaverse Apr 15, 2022

Show notes

2nd Week of April, 2022

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

------ Topics Covered:

0:00 Intro

5:00 MARKETS 5:05 BTC Price 5:47 ETH Price 6:35 Ratios, BED, Gas https://www.indexcoop.com/bed 10:55 Total Crypto Market Cap https://www.coingecko.com/en/global_charts 12:00 ETH Min Gas Price Post-Merge https://twitter.com/domothy/status/1512817907130114059 16:00 ICHI Token https://www.theblockcrypto.com/post/141788/ichi-token-price-collapses-by-99-in-latest-defi-debacle 20:42 White House: Extraordinarily Elevated Inflation https://twitter.com/disclosetv/status/1513574076383645699 https://www.reddit.com/r/Superstonk/comments/u1xynt/the_annual_inflation_rate_in_the_us_accelerated https://twitter.com/TrustlessState/status/1514569232306118659 26:00 Bloomberg Merge Estimates https://twitter.com/RyanSAdams/status/1513892957371437074

34:10 RELEASES 34:40 Robinhood Crypto Wallet Transfers https://www.theblockcrypto.com/post/141008/robinhood-widens-user-access-for-crypto-wallet-transfers-unveils-plan-to-support-lightning-payments-for-bitcoin 36:53 Polygon KPI Liquidity Mining https://twitter.com/0xPolygon/status/1511373161623089152 38:50 Umbra Now Available on Optimism & Arbitrum https://www.scopelift.co/blog/umbra-launches-on-optimism-and-polygon 39:35 Uniswap Swap Widget https://twitter.com/Uniswap/status/1514603576093335553 41:00 AVAX Mempool Opening Up https://twitter.com/trustlessstate/status/1514013436878983173

44:50 RAISES 44:55 Epic Games $2B to build an Avatar Filled Metaverse https://twitter.com/FT/status/1513575145805336577 45:45 Uniswap Labs Ventures https://twitter.com/Uniswap/status/1513564875037061122 50:00 Circle $400M https://www.prnewswire.com/news-releases/circle-announces-400m-funding-round-301523647.html 50:20 AVAX Labs https://twitter.com/TheBlock__/status/1514615631877836814 52:45 Ignite (formerly Tendermint) Launches $150M Accelerator https://www.theblockcrypto.com/post/141302/ignite-formerly-tendermint-launches-150-million-accelerator-for-web-3-projects?ref=coingecko 53:35 Goldman Sachs Invests $88M in Certik 54:13 Nomad $22M https://blog.nomad.xyz/nomad-raises-22m-seed-round-for-security-first-interoperability-5d6b15c96007?gi=1dbc2b9da21d

54:33 JOBS https://pallet.xyz/list/bankless/jobs

55:34 NEWS 55:40 Merge Won’t Be in June https://twitter.com/timbeiko/status/1514010098145759232 57:50 Maple x Maker https://maplefinance.medium.com/maker-x-maple-a-partnership-to-scale-the-digital-economy-38f6ce0fce1b 58:35 Meta 50% Commission on NFTs https://twitter.com/banklesshq/status/1514333528292536328 1:00:05 The BAYC Brand/Restaurant https://twitter.com/BoredNHngry/status/1513599188243652610 1:02:30 Coinbase Interactive 3-Part Film - BAYC the Movie https://twitter.com/coinbase/status/1513589848048689152 1:03:52 Jack Dorsey NFTs Not Rare? 1:06:23 ETH NFT-Backed Loan Market https://decrypt.co/97190/ethereum-nft-backed-loan-market-heats-up-as-cryptopunks-owner-borrows-8-3m 1:07:13 Elon 1:07:30 Not Joining Twitter Board? https://www.theblockcrypto.com/linked/141437/elon-musk-reverses-decision-to-join-twitters-board https://twitter.com/elonmusk/status/1514564966564651008 1:09:38 Axie Infinity 1:09:45 Hacker Launders 7.5% of Stolen ETH https://twitter.com/watcherguru/status/1512819830927376384 1:15:36 $NEAR Launches April 20th https://twitter.com/Route2FI/status/1512166993671168003

1:15:48 REGULATION 1:15: 50 USDC Stablecoin Issuer Hires Execus to Oversee Regulation 1:16:11 Celsius No More Deposits 1:17:00 Uniswap Labs Being Sued

1:23:11 TAKES 1:23:46 U.S. Taxes https://twitter.com/DanPriceSeattle/status/1513552893688827907 1:24:22 Local or Global DeFi Winners https://twitter.com/RyanSAdams/status/1513865713739608076 https://twitter.com/hildobby_/status/1513874645371559936 1:27:20 Who Could’ve Foreseen This? https://twitter.com/ercwl/status/1513681327354171403 1:29:30 This is Why We Fight https://twitter.com/TrustlessState/status/1514356560516030464

1:36:52 What David’s Excited About 1:39:00 What Ryan’s Excited About

1:41:35 MEME of the Week https://twitter.com/Pollo2x/status/1514335011461218307 https://twitter.com/TheRugNews/status/1514615385806426117 1:42:55 Closing & Disclaimers

1:43:08 Moment of Zen https://twitter.com/songadaymann/status/1512141935959494656

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Alpha Leak | The Bull Case for TreasureDAO Apr 14, 2022

Show notes

What is TreasureDAO? Ever heard of that small gaming company, Nintendo? They're trying to build the decentralized version of it. How? David brings on two of their co-founders to discuss that and so much more. Bullish? Bearish?

Let us know your thoughts in the comments below or on Twitter @trustlessstate

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

------ Timestamps: 0:00 Intro 6:30 Backgrounds 11:05 Why Anon? 12:25 What is Treasure its History 17:40 Why $MAGIC Won 22:00 The Bull Case for Treasure 26:40 The Nintendo of the Metaverse 31:45 Bridgeworld 39:40 Harvesting $MAGIC 52:30 Smolverse 1:02:10 Treasure Community Video 1:07:05 How TreasureDAO is Structured 1:14:05 Treasure's NFT Marketplace 1:19:38 Treasure's L1 Blockchain 1:28:10 David's Summary

------ Resources:

TreasureDAO https://twitter.com/Treasure_DAO

Bridgeworld https://bridgeworld.treasure.lol/

Smolverse https://www.smolverse.lol/

John Patten https://twitter.com/jpatten__

Gaarp https://twitter.com/_gaarping

Pta https://twitter.com/pugmassacre

FRAX & the 4pool Curve Takeover | Sam Kazemian Apr 13, 2022

Show notes

Sam Kazemian is the founder of Frax, the fractional-algorithmic stablecoin protocol. After co-founding the decentralized Wikipedia startup Everipedia, Sam set out to pioneer the algorithmic stablecoin space. The FRAX stablecoin now has a market cap of over $2.6 billion, and the protocol’s FXS governance token is up 300% in the last year.

In this episode, we explore the Stablecoin Wars, in which different protocols compete for liquidity and composability in DeFi. Sam brings a 1st-person perspective into the developments surrounding UST and the recently launched 4pool on Curve, which consists of stablecoins UST, FRAX, USDT, and USDC.

A highlight of this conversation is Sam’s parable of an archetypal central bank, in which he cruises through a number of salient takes on money markets and macroeconomics. There is a lot to learn about this Cambrian explosion of financial technology, and Sam is a great teacher. Stick around to find out why walked away from this conversation bullish on Frax.

------ 📣 M·A·C: NFT | Keith Haring Collection for a Good Cause https://bankless.cc/MAC

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

------ Topics Covered:

0:00 Intro 3:30 Sam from Frax 7:50 The Stablecoin Narrative 13:45 The Central Bank Parable 24:45 Backing an Exchange Rate

28:10 Frax Analytics | What is Frax? 37:34 Frax Analytics | The Peg 42:30 Frax Analytics | Comparing 45:03 RSA Gets Frax-Pilled