Bankless

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

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

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

Inflation, The Fed, & Macro Markets | Jim Bianco Jan 19, 2022

Show notes

The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?

With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?

Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT 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 Jim Bianco's Back! 9:17 The Bond Market Got Killed 14:50 Inflation is a Problem 18:53 The Fed's Perspective 27:02 Signaling and Fedspeak 30:04 Transitory vs Reality 34:50 Rock and a Hard Place 43:08 What Should You Pay Attention To? 48:00 Crypto & Expecations 53:20 Deflation? 57:56 Positioning the Portfolio 1:00:11 A Centralized Metaverse 1:07:25 Closing & Disclaimers

------ Resources:

Jim on Twitter: https://twitter.com/biancoresearch?s=20

Bianco Research: https://www.biancoresearch.com/free-trial/?source=TWTR

Bond Market Thread: https://twitter.com/biancoresearch/status/1480245516009152513?s=20

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

The Song-A-Day Man | Jonathan Mann (Layer Zero) Jan 18, 2022

Show notes

Jonathan Mann writes and publishes a song every single day. He's done this without missing a day since January 1st, 2009, and holds the Guinness World Record for most consecutive days writing a song.

His inspiration, passion, consistency, and all-around charm really comes through as he explores his journey in both music and crypto. Infatuated with the ideas and methodology behind CryptoPunks, he's launched his own NFT project for his daily songs with an accompanying DAO - SongADAO.

Creation, labor, value, and scarcity blend together in Jonathan's world. He exemplifies Layer 0 brilliantly -- a mortal human behind lines of code, expressed through music and commitment. When you stretch art this far, cool things emerge. Tune in to find out what they are!

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

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

------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------ Topics Covered:

0:00 Intro 4:00 Finding Crypto 8:33 Writing a Song a Day 16:14 Inspiration & Emotion 20:46 Creations & Crypto 24:16 Storytelling 28:20 One Thing a DAO 31:03 Because We Die 36:14 The Value of Scarcity 44:17 Product Market Fit 47:38 Proof of Work 55:20 The Song a Day NFT Project 1:00:53 SongADAO 1:04:36 Governance for Creators 1:10:29 Impacting Creativity 1:14:46 Community & Get Involved

------ Resources:

Jonathan on Twitter: https://twitter.com/songadaymann?s=20

SongADAO: https://songaday.world/songadao/

Fuckin Trolls: https://fuckintrolls.lol/

Songs Hat: https://cottonbureau.com/products/songs-hat#/12607532/dad-hat-unisex-yupoong-dad-hat-black-100percent-cotton-one-size-fits-all

Jonathan's Website: https://www.jonathanmann.net/

101 - The Ownership Economy | Li Jin Jan 17, 2022

Show notes

Li Jin is a co-founder and general partner at Variant, a crypto fund investing in Web3 and what Li calls the Ownership Economy. Li is full of massive ideas about the past, present, and future of digital economies.

The core thesis? Next-generation networks grow faster and bigger. The phase we're seeing emerge now with Web3 and crypto is deeply fascinating, with potential to shift power and ownership into the hands of users and creators.

In this new paradigm, everyone is a creator, and everyone is an owner. In addition to her work at Variant, Li is also a painter and an accomplished writer on Substack. After her appearance on the Creator Economy Panel, we knew she had to come back on Bankless to dive deep—this time, into the Ownership Economy.

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

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

------ 🚀 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 6:30 Creator vs Ownership Economy 12:58 Phases of Economies 17:34 The Web3 Renaissance 21:53 Issues with the Early Internet 27:11 Original Sin 35:11 From Attention to Ownership 38:48 Digital Scarcity 47:41 Patronage Plus vs Regulation 52:59 100 True Fans 1:01:17 Programmable Business Models 1:09:17 DAOs & Community Ownership 1:14:48 Comparing Renaissances 1:21:36 Wealth Inequality 1:29:58 What YOU Can Do 1:35:23 What ELSE You Can Do 1:38:54 2022 Predictions 1:42:35 Closing & Disclaimers

------ Resources:

Li on Twitter: https://twitter.com/ljin18?s=20

Li's Newsletter: https://li.substack.com/

The Web3 Renaissance: https://li.substack.com/p/the-web3-renaissance-a-golden-age

100 True Fans: https://li-jin.co/2020/02/19/100-true-fans/

The Creator Economy: https://shows.banklesshq.com/p/-panel-the-creator-economy-jesse

Tweets Mentioned: https://twitter.com/ljin18/status/1434964132042846208 https://twitter.com/ljin18/status/1422928459425271811 https://twitter.com/ljin18/status/1404650885788098562

ROLLUP: LooksRare Airdrop | Fees.WTF | Inflation | PayPal Stablecoin | Top Shots Ban Jan 14, 2022

Show notes

Second Week of 2022 ------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS: ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha 🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot 🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini 🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave 🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants ------ Topics Covered: 0:00 Intro 3:10 MARKETS 3:27 BTC Price 4:30 ETH Price 7:15 ETH BTC Ratio 8:15 Burning ETH- Burners - Visualized 14:56 Merge https://twitter.com/RyanSAdams/status/1481280658135728129?s=20 16:55 DCF https://twitter.com/RyanSAdams/status... 20:00 Uniswap on Polygon https://twitter.com/haydenzadams/stat... 21:54 Brave Passes 50m MAU https://www.coindesk.com/business/202... 24:00 RELEASES 25:00 LooksRare Airdrop https://looksrare.org/ 33:42 Fees.wtf Airdrop https://fees.wtf/claim 34:55 Tally Wallet https://blog.tally.cash/a-community-o... 35:54 GMI Index https://twitter.com/indexcoop/status/... 37:10 Etherscan NFT Tracker https://twitter.com/etherscan/status/... 38:18 IMX Permissionless https://twitter.com/Immutable/status/... 39:16 dYdX v4 https://dydx.exchange/blog/v4-full-de... 40:23 Optimism Explosion https://www.optimism.io/ 42:49 Zerion x Avalanche https://twitter.com/zerion_io/status/... 43:04 Ramp x zkSync https://www.argent.xyz/blog/ramp-x-usa/ 44:09 FairX Coinbase Acquisition https://www.coindesk.com/business/202... 45:20 Jobs https://pallet.xyz/list/bankless/jobs 46:00 NEWS 46:23 Inflation at 7% https://www.cnbc.com/2022/01/12/cpi-d... 50:42 Moxie on Web3 https://moxie.org/2022/01/07/web3-fir... Vitalik’s Response: https://www.reddit.com/r/ethereum/com... 55:44 Arbitrum Outage https://twitter.com/arbitrum/status/1... 59:00 AP NFTs on Polygon https://thedefiant.io/nfts-associated... 1:00:09 Nas on Royal https://twitter.com/3LAU/status/14792... 1:01:23 Penguins Drama https://www.coindesk.com/business/202... 1:03:48 Doodles Soar https://thedefiant.io/doodles-nfts-fl... 1:04:54 World of Women https://boardroom.tv/guy-oseary-signs... 1:06:25 Top Shot Bans Users https://www.coindesk.com/business/202... 1:12:37 PayPal Stablecoin https://twitter.com/Blockworks_/statu... CBDC: https://blockworks.co/fed-chair-powel... Tom Emmer: https://twitter.com/reptomemmer/statu... 1:16:46 Aarika Rhodes vs Brad Sherman https://www.fec.gov/data/receipts/?co... 1:21:00 TAKES 1:23:00 Zones of Sovereignty https://twitter.com/VitalikButerin/st... 1:29:30 Esoteric Terms https://twitter.com/sassal0x/status/1... 1:31:38 Cobie https://twitter.com/BanklessHQ/status... 1:33:35 Preaching https://twitter.com/RyanSAdams/status... 1:40:10 What David’s Excited About https://twitter.com/RyanSAdams/status... 1:41:25 What Ryan’s Excited About https://twitter.com/RyanSAdams/status... 1:43:55 MEME of the Week https://twitter.com/sartoshi_nft/stat... ----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Full show notes at the publisher

The Great L2 Migration | Cross-Chain L2 Panel Jan 13, 2022

Show notes

We think 2022 is going to be a huge year for Layer 2 scaling solutions. Cross-Chain protocols will be a crucial infrastructure for the great migration to L2s, allowing users to bridge assets across platforms.

Composability and user experience is the glue of modular blockchains, which optimize for decentralization, scaling, and cost. The projects and representatives each present cryptographic solutions for building a web of liquidity across the many suburbs of DeFi, where average users will live and engage.

GUESTS:

Ben Jones - Optimism https://twitter.com/ben_chain?s=20

Hart Lambur - UMA https://twitter.com/hal2001?s=20

Arjun Bhuptani - Connext https://twitter.com/arjunbhuptani?s=20

Chris Whinfrey - Hop Protocol https://twitter.com/WhinfreyChris?s=20

Vaibhav Chellani - MOVR https://twitter.com/vaibhavchellani?s=20

------ ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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

------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

Aarika Rhodes vs Brad Sherman: Getting Crypto into Congress CA-32 Jan 12, 2022

Show notes

Aarika Rhodes is running for Congress! Running against incumbent Brad Sherman, who is notoriously misinformed and anti-crypto, Aarika seeks to bring a more crypto-friendly approach to CA-32, representing much of the San Fernando Valley in Southern California.

A schoolteacher by profession, Aarika seems to be breathing fresh air into the stale political landscape. Here's her policy on crypto:

"Aarika believes in the right of every individual to manage their own finances and investments as they see fit. In Congress, Aarika will oppose any attempts to ban this emerging technology. Aarika is also a strong advocate for making sure financial literacy is taught in schools and for people being aware of the environmental impact of their investments."

Learn more about Aarika: https://www.aarikaforcongress.com/

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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

------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------ Topics Covered:

0:00 Intro 6:30 Aarika Rhodes 11:33 Why Get Involved? 16:42 Anti-Crypto Policies 21:09 California's 32nd District 25:17 How America Can Win Crypto 30:00 The Youth & Environment 34:15 Web3 vs Banking 38:11 Financial Literacy 42:31 The Campaign 46:09 Proactive in the Community 47:58 The Single-Issue Voter 50:29 Closing & Disclaimers

------ Resources:

Aarika on Twitter: https://twitter.com/AarikaRhodes?s=20

Aarika's Tweet: https://twitter.com/AarikaRhodes/status/1468647038925500418?s=20

Get Involved: https://www.aarikaforcongress.com/

Udi Wertheimer | Layer Zero Jan 11, 2022

Show notes

Udi Wertheimer is a notorious persona on crypto twitter and is endlessly difficult to pin down. At the very least, Udi is an interesting and unique character, describing himself as a cynical optimist with a tendency to antagonize and troll.

Udi is also insightful and pragmatic, constantly making connections and critiques of the space with a sharp eye and a relentless desire to call things out when he disagrees. He blurs a lot of lines, and you always have to be on your toes when Udi’s around.

There’s value in having members in the community who never give the benefit of the doubt and act as a philosophical razor for the space. Udi is full of takes, and this conversation twists and turns through the entirety of crypto—trading, culture, communities, memes, the metaverse, and beyond.

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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

------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------ Topics Covered:

0:00 Intro 3:30 Udi, a Meme Tactition 9:08 Trading Ponzis 15:58 Not Changing the World 22:22 Optimism, Memes, Community 30:20 Winners & Decentralization 38:33 Composability & User Experience 42:14 SBF and Competition 49:10 Culture & Meme Communities 55:30 Bitcoin Twitter vs Bitcoin Reality 1:01:00 Pricing Values 1:06:30 Critique of Ethereum & Bankless 1:14:53 2022, Metaverse, Resolutions 1:22:19 Closing & Disclaimers

------ Resources:

Udi on Twitter: https://twitter.com/udiWertheimer?s=20

100 - How to Survive in Crypto | Cobie Jan 10, 2022

Show notes

🎉 Happy 100th Episode 🎉

Cobie, fka Crypto Cobain, is a cultural staple in the crypto space. Wearing many hats as a narrative investor, thought leader, and memelord, we dive into the brain of one of our favorite crypto characters.

Having been in crypto for nearly a decade, Cobie tells us his keys to surviving in crypto and what it takes to last long term. We also dive into how much decentralization matters, roles and responsibilities in shaping the world around us, and his outlook for 2022 and beyond.

Cobie advises a healthy dose of skepticism and curiosity, and describes himself as a reality maximalist. He’s gone on an absolute tear recently, dropping a series of excellent thought piece articles that establish mental models for understanding narratives across the ecosystem.

We also go through moral alignment charts and ask Cobie the big question… What does he think of Bankless?

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

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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

------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------ Topics Covered:

0:00 Intro 5:30 How Cobie Survives in Crypto 13:41 Early Discoveries 21:22 Reality Maximalism 32:38 Responsibility & Roles 43:39 Tribes, Decentralization, Utility 53:10 Profit Maximalism 1:01:31 Staking & Incentives 1:10:42 Wins and Losses 1:19:20 Crypto Brain & Culture 1:28:45 Wealth & Purpose 1:36:18 Chaotic Good & UpOnly 1:39:58 Judging Others 1:54:00 Bullish or Bearish in 2022 2:00:42 Closing & Disclaimers

------ Resources:

Cobie on Twitter https://twitter.com/cobie?s=20 UpOnly https://uponly.tv/ Cobie’s Newsletter https://cobie.substack.com/