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GAMESTOP NFTs via ImmutableX | Robbie Ferguson Feb 05, 2022

Show notes

GAMESTOP! is announcing they're partnering with zk-rollup Immutable X, to open up an NFT marketplace!

Immutable and Gamestop are also creating an up to $100 million fund dedicated to supporting the gaming ecosystem on Immutable X.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

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

------ BANKLESS SPONSOR TOOLS:

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

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 - Intro 3:55 - How Big Is This? 6:01 - What Gamestop is Doing 7:51 - What Immutable is Doing 10:35 - Driving a New Business Model 13:20 - Why ImmutableX? 15:10 - What's Being Built 18:09 - The Gamer Experience 22:30 - The $100M Fund 25:15 - The Power of High Volume 27:55 - Criticism vs Utility 31:31 - What's After Gamestop? 33:20 - Closing & Disclaimers

------ Resources:

Robbie on Twitter: https://twitter.com/0xferg?s=20

ImmutableX: https://www.immutable.com/

Gamestop Announcement https://investor.gamestop.com/news-releases/news-release-details/gamestop-forms-partnership-immutable-x

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

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

ROLLUP: Wormhole Hack | Wonderland Follow Up | Justin Bieber Bored Ape | Gamestop X Immutable Feb 04, 2022

Show notes

1st Week of February 2022

------

📣 ZERION | Trade Across 7 Networks and 500+ protocols

https://bankless.cc/Zerion

------

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING

https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING

https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO

https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING

https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro

4:20 MARKETS

4:22 BTC Price

4:51 ETH Price

5:14 ETH BTC Ratio

https://www.indexcoop.com/bed

6:21 New ETH Burning Categories

https://ultrasound.money/

9:21 The Fee Flippening

https://twitter.com/cburniske/status/1488346430271934467?s=20&t=8jnMFEGTcxKL4BUOgak8tA

11:56 DCF Price Forecasts

https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0

https://docs.google.com/spreadsheets/d/1vqKJlqAmccQOvgzzgy_asz2QVGUYf4Wdfn2nNSDj3cA/edit#gid=1299381756

16:18 Visa $2B Transaction Volume

https://beincrypto.com/visa-records-over-2b-in-transactions-for-crypto-linked-cards-in-2022-q1

16:55 Stablecoin Big But Still Smol

https://coinmetrics.substack.com/p/state-of-the-network-issue-140

24:00 RELEASES

24:03 Aave v3

https://twitter.com/AaveAave/status/1486793032544493577?s=20&t=gVjc4WzEBdvCemwcOddr0g

25:02 Predicting Hacks on Polymarket

https://twitter.com/PolymarketHQ/status/1486792651567472642?s=20&t=0TAKgnyChvZR8E8fg9JEeQ

26:21 Kuiper Index Protocol

https://thedefiant.io/kuiper-index-protocol-launches/

27:10 RAISES

27:12 Dune $69,420,000 - Nice

https://dune.xyz/blog/series-b

27:53 Solana Wallet Phantom

https://decrypt.co/91574/solana-wallet-phantom-raises-109-million-bringing-valuation-1-2-billion

28:49 MyCrypto MetaMask Merger

https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740

30:14 FTX > Coinbase

https://twitter.com/RyanSAdams/status/1488235646800080904?s=20&t=LthLbxyfyM7Gx_TRS7FGhw

32:23 Castle Island

https://blockworks.co/castle-island-ventures-raises-hundreds-of-millions-for-new-fund

33:40 Jobs

https://pallet.xyz/list/bankless/jobs

35:02 NEWS

35:37 The Bridge Hack

https://twitter.com/RyanSAdams/status/1488979604362649602?s=20&t=ZsCXhj2PyjdtXJv-KUMjvQ

36:26 Wormhole Failure

https://twitter.com/wormholecrypto/status/1489001949881978883?s=20&t=jmTVlJmMtkIo1wYfLXj1jg

38:41 Getting Messy

https://twitter.com/tony_intern/status/1488979589602840581?s=20&t=Yxwn9ebgfQD0H9Z4Es6paA

39:28 Cascading Effects

https://twitter.com/gakonst/status/1488980822568886279?s=20&t=8swuB2G9HV7HnMk6V-Nlzg

40:42 TLDR

https://twitter.com/samczsun/status/1489044999211823107?s=20&t=u8aDeLzUhX9FZ8_kVn5k3g

41:30 Wormhole is Back Up

https://twitter.com/wormholecrypto/status/1489232008521859079?s=20&t=YzMwd8rxxeHYJmAZtxmwsw

42:31 Takeaways

50:34 Follow Up Trouble in Wonderland

https://twitter.com/danielesesta/status/1487826195978899457?s=20&t=4qIFl89g1cjmbeOjOD-IIg

52:53 Sifu Exiting?

https://twitter.com/PeckShieldAlert/status/1488504262443540480?t=Y9hIG9vU2zdIQp3BtWra4Q&s=19

53:18 Directly Managing a DAO

https://twitter.com/genie_trades/status/1488312967716216836?s=20&t=oAxIi76vMcePZPJMYRGUZg

53:48 Governance Sucks

https://twitter.com/fozzydiablo/status/1486724691024756751?t=StLVrY3RJF_3FyYQrGY79Q&s=19

54:31 Take https://twitter.com/0xMoral/status/1488112276343345154?t=1WkzDvDqVfCDARQjDJJdkw&s=19

L222

54:38 Gamestop X Immutable

https://twitter.com/Immutable/status/1489209166010847232?s=20&t=4r04eo5ozPx_LKHn6UHkHw

https://venturebeat.com/2022/02/03/gamestop-launches-nft-marketplace-on-immutable-x-creates-100m-dev-fund/

55:40 Bankless Livestream: https://youtu.be/fne4XMhtVf4

56:13 Arbitrum Drains Binance’s ETH

https://twitter.com/dmihal/status/1486823203632820225?s=20&t=eQcWA4eWW7vcTpLvi8vBqw

57:23 Polygon NFTs on Rainbow

https://twitter.com/rainbowdotme/status/1488966386059776005

58:17 NFTs

58:18 Crypto Down, NFTs Up

https://newsletter.banklesshq.com/p/crypto-down-nfts-up-lite

1:00:30 The Only Trade That Matters

https://news.bitcoin.com/pop-star-justin-bieber-buys-bored-ape-nft-for-1-29-million-pays-more-than-300-above-floor/

1:01:38 Kat Dennings Crypto Coven

https://twitter.com/OfficialKat?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

1:02:10 Bored Ape New Huge Valuation

https://www.ft.com/content/acc635d6-bb05-4af6-b4da-b8462c06466d

1:03:50 Coachella NFTs

https://www.theblockcrypto.com/linked/132706/coachella-partners-with-ftx-us-to-launch-nfts

1:05:19 Contrarian NFT Take

https://twitter.com/cburniske/status/1487852519610929152?s=21

1:06:58 Regulation

1:06:59 Facebook’s Diem Selling

https://www.coindesk.com/business/2022/01/31/silvergate-bank-confirms-diem-tech-acquisition/

1:08:51 The GMI PAC

https://www.theblockcrypto.com/linked/132171/crypto-leaders-launch-political-action-committee-to-back-congressional-candidates

1:09:25 SEC vs DeFi

https://twitter.com/RyanSAdams/status/1486818724887805959?s=20&t=zvPKSxtRhj2TahA9Ztwrig

1:10:27 Biden’s Crypto Agenda

https://decrypt.co/91301/federal-reserve-crypto-regulation-plan-stablecoins-big-banks

1:14:39 IRS vs. Staking

https://twitter.com/nohardforks/status/1489222500848484354

https://twitter.com/JTheAccountant/status/1489034212778950656?s=20&t=h07eSeIIkQRkz2_MxrIdSA

India

17:07 Governments Capturing Crypt

https://decrypt.co/91662/india-proposes-30-tax-crypto-income-announces-digital-rupee-launch

1:18:49 Taxing at 30%

https://twitter.com/CryptooIndia/status/1488482797064888322

TAKES

1:21:20 Right-Click-Save

https://twitter.com/cdixon/status/1487258007155232768?s=20&t=Tee_y2QEKF2AMfrR8EjoyQ

https://twitter.com/scott_lew_is/status/1487857870494486529

1:25:21 Blue Chips are L1

https://twitter.com/gabusch/status/1488724132007067648?s=20&t=eauFsFqWMIzpFQ8_YGQtZg

1:26:29 NFTs are a Scam

https://twitter.com/katxlev/status/1488869476707807233?s=20&t=05s3Q_5yxTQGjWKhH-dFvA

1:27:29 DC Investor - Conviction

https://twitter.com/iamDCinvestor/status/1489249513478885376?s=20&t=yekYSfdsYZtnK4-ktEvGlg

1:28:57 Can’t Cancel RSS

https://twitter.com/ryansadams/status/1487965015772733443?s=21

1:31:56 What David’s Excited About

1:32:00 ETH Denver https://twitter.com/TrustlessState/status/1489265843133243393?s=20&t=4r04eo5ozPx_LKHn6UHkHw

1:32:41 Brooklyn https://twitter.com/TrustlessState/status/1488373341295501312?s=20&t=4r04eo5ozPx_LKHn6UHkHw

1:33:37 What Ryan’s Excited About

1:33:40 DCF Model

1:38:15 MEME of the Week

https://twitter.com/smilinglllama/status/1488256713493032970?s=20&t=-jGsNQ65JnNiKI_EM9OEJw

-----

Not financial or tax advice. Do your own research. See our investment disclosures here:

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

Why $ETH is going to $3T | Ryan Allis Feb 02, 2022

Show notes

CORRECTION: It's actually ETH to $4 Trillion 👀

Ryan Allis is the managing partner at Heart Rithm, and a serial entrepreneur with 20 years in technology, marketing, and business. Ryan write about Ethereum, Bitcoin, Polkadot, DeFi, Blockchain, Web3, and the future of money on his substack - Coinstack.

Today, we're evaluating ETH according to Ryan's recent DCF (discounted cash flows) model, and getting to the bottom of why ETH could be fairly valued at $10k with a market cap of $3 Trillion.

Model: https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

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

------ BANKLESS SPONSOR TOOLS:

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

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Ryan Allis, ETH, Cash Flows 12:29 Making a DCF for ETH 16:34 Costs & Security 21:16 Generating Insane Revenue 31:42 The Outputs are Sexy 40:55 Monetary Premium 47:00 Buybacks & Distribution 52:14 Markets vs Education 57:02 Alt Layer 1's & L2 1:03:25 Memes vs Fundamentals 1:08:19 Closing & Disclaimers

------ Resources:

Ryan on Twitter: https://twitter.com/ryanallis?s=20 CoinStack: https://twitter.com/coinstackcrypto?s=20 HeartRithm: https://twitter.com/HeartRithm?s=20

Boys Club | Layer Zero Feb 01, 2022

Show notes

The Boys Club is a DAO-in-training that is building products, resources, and communities to make the crypto space a more welcome place for women. Crypto has traditionally not been a particularly women-friendly place, with a sub-culture of basement-dwelling libertarian bros. But that is changing.

There are an increasing number of ways to break into crypto, and the Boys Club is tackling this head on. Natasha Hoskins and Deana Burke are co-founders of the community, and they note that women have far more presence at IRL crypto events than on the internet. And Boys Club members rep the Boys Club. Hard.

With a strong mission, sound goals, and immaculate vibes, the Boys Club have already blazed trails, but there is a strong future ahead of them.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

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

------ BANKLESS SPONSOR TOOLS:

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

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

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

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:30 Natasha & Deana of Boys Club 8:52 Onboarding Women Into Web3 15:56 The Boys Club Vibe 22:56 But What IS Boys Club? 26:34 The Name 28:41 Lessons in Scaling 33:40 More than Mining 36:10 What Women Have that Crypto Needs 40:30 Pet Peeves 42:42 Interviewing Each Other 49:14 I Think This Is For You 52:02 Maximally Successful Boys Club 56:41 Sharing Stories 59:28 How to Get Involved

------ Resources:

Natasha on Twitter https://twitter.com/natashaghoskins?s=20 Deana on Twitter https://twitter.com/medeana?s=20 Boys Club on Twitter https://twitter.com/BoysClubCrypto?s=20 BoysClub.vip https://boysclub.vip/

103 - Blockchains are Cities | Haseeb Qureshi Jan 31, 2022

Show notes

First, Haseeb Qureshi was a Texas Hold’em poker player. Then Haseeb learned how to code and worked as a software engineer for Airbnb. He went down the crypto rabbithole and is now the managing partner at Dragonfly Capital, as well as an accomplished writer and coder.

He recently published an article titled Blockchains are Cities, expanding on a mental model for understanding the crypto landscape from a high level perspective. We brought Haseeb back onto the Bankless Podcast to dive into this metaphor, which explains how cities (and blockchains) scale.

We also explore the question of the decade: Will we live in a multi-chain world, or will there be “one chain to rule them all”?

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

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

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

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

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

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Haseeb and Context 11:35 Why Cities? 17:15 Limitations & Trust 23:27 Scaling Like Cities 31:15 Who’s Building Vertically? 36:27 Application Specific Chains 45:14 Building More Cities 54:23 Goals, Tradeoffs, and Winners 1:01:20 Cross-Chain Bridges 1:05:59 Cities or Nation States? 1:12:36 Security and Military 1:23:20 Individuals vs Chains 1:30:36 Closing & Disclaimers

------ Resources:

Haseeb on Twitter https://twitter.com/hosseeb?s=20 Dragonfly Capital https://www.dcp.capital/ Blockchains are Cities https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86 Why Decentralization Isn’t As Important As You Think https://haseebq.com/why-decentralization-isnt-as-important-as-you-think/ I’m Worried No One Will Care About Rollups https://medium.com/dragonfly-research/im-worried-nobody-will-care-about-rollups-554bc743d4f1 The ETH2 Metropolis https://newsletter.banklesshq.com/p/defi-in-the-eth2-metropolis-haseeb

ROLLUP: Wonderland $TIME | Crypto Price Bear Market? | Odell Beckham Jr Bitcoin | Twitter NFTs Jan 28, 2022

Show notes

WRU Jan 5

4th Week of January, 2022

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

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

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

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

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

2:24 Tax Optimizooor https://twitter.com/Hedgeye/status/1485328439901052930

4:50 MARKETS 5:10 BTC Price 5:37 ETH Price 6:14 ETH BTC Ratio https://www.indexcoop.com/bed 6:52 Bear Market? https://twitter.com/RyanSAdams/status/1484926927718789122?s=20 8:33 Arthur Hayes https://blog.bitmex.com/bottomless/ 11:15 Top 10 Down https://twitter.com/RyanSAdams/status/1484966910102052864?s=20 13:22 Bearish Stocks https://twitter.com/MacroCharts/status/1484495998864920578?s=20 14:12 Prices Bounce https://twitter.com/MichaelGoodwell/status/1485719974522109955?t=CFswY5WhW_R7m2jzD7Br5g&s=19 15:22 DeFi Still Churning https://thedefiant.io/uniswap-crosses-milestone-with-greater-eth-stablecoin-volume-than-coinbase-or-binance/ 17:09 Ark Invest Report https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK_BigIdeas2022.pdf?hsCtaTracking=217bbc93-a71a-4c2b-9959-0842b6fe301c%7C2653a4d0-af35-42f0-853a-c5f90f002abb

20:00 RELEASES 21:30 Twitter NFT Hexagons https://twitter.com/TwitterBlue/status/1484226494708662273 25:36 Web3 Messaging https://twitter.com/RyanSAdams/status/1486000233486209043?s=20 27:30 SOS Prediction Market https://www.sosmarket.io/ 28:08 Opera Crypto Browser https://techcrunch.com/2022/01/19/opera-launches-a-dedicated-crypto-browser/ 29:11 Robinhood Crypto Wallets https://blockworks.co/robinhood-deploys-beta-crypto-wallets-allowing-select-customers-to-transfer-off-platform/ 29:52 Zora v3 https://zine.zora.co/zora-v3 31:45 Doola DAO Services https://twitter.com/arjunmahadevan/status/1486005697175334912?s=20 32:40 PAC.xyz https://www.pac.xyz/ 34:27 Raises https://twitter.com/TrustlessState/status/1486722291870228492?s=20 37:39 Jobs https://pallet.xyz/list/bankless/jobs

1:15:00 TAKES 1:16:00 This Isn’t 2018 https://twitter.com/ryansadams/status/1485979638698491909?s=21 1:17:34 Working Hard https://www.reddit.com/r/antiwork/comments/scbw37/no_shit/ 1:20:38 The Real Metaverse https://twitter.com/haydenzadams/status/1486494690136539136?s=21 1:21:26 5 Reasons https://newsletter.banklesshq.com/p/5-reasons-to-be-excited-for-the-bear-2eb

1:26:16 What David’s Excited About https://twitter.com/TrustlessState/status/1486470697006166017?s=20 1:28:45 What Ryan’s Excited About https://chat.blockscan.com/

1:30:30 MEME of the Week https://twitter.com/LynAldenContact/status/1486431620525694983?s=20

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

The Curve Wars | CurveMarketCap Jan 27, 2022

Show notes

The Curve Wars are the DeFi trenches. Deep in the realm of liquidity and incentives, a battle of tokenomics rages on. Many might not be clued into the mountains being moved in the Curve War, but CurveMarketCap is here to settle it all.

Will there be one automated market maker to rule them all? Does he who control the liquidity control the universe? Tune in and find out!

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

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

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

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

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 CurveMarketCap aka Gerrit Hall 9:56 What is Curve? 16:15 The Curve Wars 24:52 Governance & Rewards 32:54 Convex Finance 40:01 Bribing as a Good? 48:00 The Curve Community 53:16 Valuing Convex & veTokens 57:33 Uniswap vs Curve v2 1:06:08 PAC.xyz 1:11:13 Closing & Disclaimers

------ Resources:

CurveMarketCap https://twitter.com/CurveCap?s=20

Conway's Game of Life https://newsletter.banklesshq.com/p/ether-is-equity

Llama Airforce https://llama.airforce/#/convex/flyer

PAC: https://www.pac.xyz/

PAC Discord: https://discord.com/invite/Y95mnqewpb

NFT Marketplace Wars | Panel Jan 26, 2022

Show notes

With OpenSea hinting at a potential IPO in the future and LooksRare swooping in with a vampire sneak attack, it's clear that the war for top NFT Marketplace is starting to heat up. Who will come out on top?

Here to discuss this 4D chess match are some of the space's most influential thought leaders and returning guests: Eric Conner, Co-founder @ethhub_io, DC Investor, advisor and investor, Zeneca_33, investor and content creator, & Carly Reilly, host of Overpriced JPEGs.

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

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

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

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

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics:

0:00 - Intro 8:51 - Why humans trade JPEGs 13:31 - Non-OpenSea marketplace standouts 19:15 - What’s working/needs to be improved 26:26 - Social integration & plug-ins 31:26 - Fraud/spam prevention 38:06 - Socialization/financialization of everything 42:55 - NFTs on L2s & L1’s future 49:49 - Bullish NFT alpha 55:07 - The NFT x ETH correlation? 59:08 - Short-term vs. Long-term pumps…crash?

------ Resources:

Eric Conner's Twitter: https://twitter.com/econoar

DC Investor's Twitter: https://twitter.com/iamDCinvestor

Zeneca_33's Twitter: https://twitter.com/Zeneca_33

Carly Reilly's Twitter: https://twitter.com/carlypreilly

Santiago Siri | Layer Zero Jan 25, 2022

Show notes

Santiago Siri—or santi.eth on Twitter—is building Universal Basic Income on Ethereum through Proof of Humanity, the project he co-founded. As a community leader in the Ethereum space, Santi comes from Argentina, a country with a rich history of culture, inflation, corruption, resilience, and now… crypto.

Recently touring Argentina with Vitalik, Santi reveals fascinating anecdotes from their travels and exemplifies how Argentina is ripe for a crypto revolution. An internet native country with a catastrophic economic past, Argentina is a perfect breeding ground for crypto innovation and adoption.

Santi tells the story of Argentina from the second half of the 20th century to today’s landscape, and explains why he’s optimistic that a history of corruption and capital control can blossom into a brighter society with the growth of crypto.

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

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

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

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

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 What Santi Cares About 9:43 Growing Up in Argentina 17:30 Inflation & Cascading Events 30:50 The Argentine Culture 39:50 The Crypto Bounce 53:00 Swinging into Collectivism 1:04:38 Vitalik 1:10:20 Argentine Crypto Utility 1:18:54 Proof of Humanity & UBI 1:34:08 Why Optimistic? 1:39:24 Closing

------ Resources:

Santiago on Twitter https://twitter.com/santisiri?s=20 Proof of Humanity https://twitter.com/proofofhumanity?s=20 Democracy.Earth https://democracy.earth/

102 - The Emerging Metaverse | Sam Englebardt & Richard Kim Jan 24, 2022

Show notes

Sam Englebardt is a co-founder and partner at Galaxy Digital, and is the founding general partner of Galaxy Interactive, which invests in next-generation interactive entertainment. He is also a content producer of film and television, working in a broad range of traditional & digital businesses. Richard Kim is a general partner at Galaxy Interactive, after a stint as COO at Galaxy Digital.

These two guests are getting their hands dirty as the gaming, cultural, and technological worlds converge into the Metaverse. Trying to predict, invest, and help build this emerging phenomenon is a massive endeavor, but it’s one that we need to get right.

Exploring what the Metaverse actually is, how today’s internet compares to the digital worlds of the future, and optimizing the user experience comprise the core of this discussion—but we open it to understanding the skeptics in the space, as well game economies and tokenomics. Sam and Richard expect to see a mass exodus into the Metaverse over the next couple decades… how are you going to play the Metaverse game?

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

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

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

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

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 Sam & Richard of Galaxy 8:23 The Year of the Metaverse 13:33 The Gaming Gateway 17:09 Skeptical Pioneers 26:21 Value vs Price 29:30 Enabling, not Escape 36:27 Building Stakes that Matter 43:51 Steak and the Sizzle 47:45 Creating Meaning in the Metaverse 55:21 Social Sandboxes & Other Theses 1:02:55 Viewer Participation 1:07:54 The Power of Emergence 1:13:48 How the Thesis Changes 1:18:40 Overhyped? Top Signals? 1:27:08 Microsoft & Decentralization 1:34:02 Closing & Disclaimers

------ Resources:

Richard on Twitter https://twitter.com/galaxyRTK?s=20 Sam on Twitter https://twitter.com/samenglebardt?s=20 Galaxy Interactive’s Thesis https://www.galaxyinteractive.io/thesis Asmongold’s Rant https://youtu.be/rgg768z2GRA

Metaverse Episodes

Defining the Metaverse https://youtu.be/EqQiPseP_P8 Web3 Gaming 101 with Amy Wu https://youtu.be/x-3wNEahNl4 The Crypto Gaming Revolution with Arianna Simpson https://youtu.be/A_xsjqMcnCQ

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