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    Bankless

    The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

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    Latest Episodes:
    TribeDAO - The Biggest Protocol Merge Ever Jan 05, 2022
    Show notes

    In the latter half of 2021, Jai Bhavnani of Rari Capital and Joey Santoro of FEI Protocol went to each other's governance forums and proposed the FEI RARI token merge: the biggest protocol merger that we've ever seen in the space.

    The concept garnered high engagement and a ton of community response, and the formal votes received overwhelming support on both sides. This unprecedented merge is a historical moment for DAOs. The verticalization of DeFi is happening with new 'mafias' emerging in several corners of DeFi. Uniting capital efficiency, values, and communities, we are right alongside Jai with his excitement to see how this all plays out.

    With new conversations of anti-trust and competition, it's clear that the DAO space is continuing to mature. Integrated DeFi stacks are increasingly exciting, and in this episode, we dive into the details with two pioneers of interDAO relationships.

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

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

    ------ Topics Covered:

    0:00 Intro 5:50 The TribeDAO Merger 10:48 Rari Capital & FEI 13:37 FEI & Rari Capital 17:14 Liquidity Engines 24:36 Turbo Verticalization 29:12 Aligning Incentives 32:08 The God Theory of DAOs 35:19 RGT & Operations 40:53 The Broader DAO Space 46:36 Anti-Trust in Crypto 52:36 TribeDAO Roadmap 56:42 Closing & Disclaimers

    ------ Resources:

    Jai on Twitter: https://twitter.com/jai_bhavnani?s=20

    Joey on Twitter: https://twitter.com/joey__santoro?s=20

    FEI: https://twitter.com/feiprotocol?s=20

    Rari: https://twitter.com/RariCapital?s=20

    Jai's Forum Post: https://tribe.fei.money/t/fip-51-fei-rari-token-merge/3642

    Joey's Forum Post: https://forums.rari.capital/d/177-feirari-token-merge

    Swap RGT for TRIBE: https://feirari-swap-interface.vercel.app/

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

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


    Cooper Turley | Layer Zero Jan 04, 2022
    Show notes

    Cooper Turley is all in, all the time. He’s been that way since he was a kid. In the crypto space, it truly seems like he’s everywhere at once. He knows everyone and has his hands in nearly every relevant project.

    However, none of this happened by chance. Cooper is a champion of the grinder mindset, and it echoes through everything he touches. His approach to his career, relationships, and self-improvement buzzes with a productive energy to build and bring value to all that he does. We all have something to learn from Cooper Turley.

    As crypto continues to mature, it’s clear that big things are lined up for Cooper. We can’t wait to see what he comes up with next.

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

    ------ 🚀 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 4:39 Cooper Turley & Runescpe 9:22 Grinding & Sports

    13:18 Video Starts

    15:19 College & Music 18:36 Mindfulness & Schedule 25:38 Crypto in 2017 33:26 Bear Market Building 40:59 Working on Everything 45:31 🔥_🔥 51:08 Hollywood Cooper IRL 57:48 Bull Market Behavior 1:00:49 Intersecting Crypto & Culture 1:05:14 A Horizontal Approach 1:12:01 On the Road 1:16:21 Closing & Disclaimers

    ------ Resources:

    Cooper on Twitter: https://twitter.com/Cooopahtroopa?s=20

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

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


    99 - Endgame | Vitalik Buterin Jan 03, 2022
    Show notes

    Ethereum founder Vitalik Buterin returns to the podcast to discuss his recent article Endgame, as well as the massive year we observed in 2021. From the future of Ethereum to the rise of alternative Layer 1 platforms, it only makes sense to kick off 2022 by exploring how far we’ve come and figuring out where we’re headed.

    How far are we along on Ethereum’s roadmap? What challenges lie ahead?

    In a recent tweet, Vitalik posted a graphic of the updated progress of the Ethereum roadmap, and there are five throughlines that are progressing in parallel:

    • The Merge • The Surge • The Verge • The Purge • The Splurge

    We dive into what each of these means, as well as discuss what Ethereum will look like as these milestones are met. Holding this up against conversations of maximalism and alternative L1s, now is the time to start asking the big questions.

    ✨ WATCH THE DEBRIEF ✨ https://youtu.be/v__0GOC-XYE

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

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

    ------ Topics Covered:

    0:00 Intro

    4:09 Debrief

    7:27 Vitalik Returns after 2021 11:40 2021 Ethereum Milestones 16:33 Roadmap Progress

    19:35 The Merge (Proof of Stake)

    24:20 The Surge (Rollups & Sharding) 32:59 Life after Sharding

    42:40 The Verge (Verkle Trees)

    49:35 The Purge (History Expiry) 57:03 State Expiry & Snake 1:03:40 Snakes & States

    1:08:20 The Splurge (Everything Else)

    1:15:20 What Makes Vitalik Happy

    1:20:17 Rise of Alt Layer 1s 1:26:03 Gas Costs & Decentralization

    1:29:11 Maximalism

    1:34:03 Endgame 1:40:16 Alt L1s and Rollups 1:44:02 Multi-Rollup World 1:49:21 The Ground Floor

    1:53:56 Solving the World’s Problems

    1:58:33 Closing & Disclaimers

    ------ Resources:

    VITALIK'S ARTICLES Endgame https://vitalik.ca/general/2021/12/06/endgame.html The Limits to Blockchain Scalability https://vitalik.ca/general/2021/05/23/scaling.html Verkle Trees https://vitalik.ca/general/2021/06/18/verkle.html Pragmatic Destruction of Self-Destruct https://hackmd.io/@vbuterin/selfdestruct Crypto Cities https://vitalik.ca/general/2021/10/31/cities.html Legitimacy https://vitalik.ca/general/2021/03/23/legitimacy.html Moving beyond coin voting governance https://vitalik.ca/general/2021/08/16/voting3.html

    VITALIK ON BANKLESS Legitimacy https://shows.banklesshq.com/p/-legitimacy-vitalik-buterin Beyond Coin Voting https://shows.banklesshq.com/p/beyond-coin-voting-vitalik-buterin Vitalik Speaks (Playlist) https://youtube.com/playlist?list=PLmkdAgtxf3agqnA5IieA7OkKBjlhx9mn-

    MISC. Roadmap Tweet https://twitter.com/VitalikButerin/status/1466411377107558402?s=20 Merge Testnet https://kintsugi.themerge.dev/ ETH TPS https://ethtps.info/

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

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


    ROLLUP: Jack Dorsey vs Web3 | Apes Flippening Punks | Weeknd NFTs | SOS & GasDAO Airdrop | FEI RARI Dec 31, 2021
    Show notes

    Last Week of 2021

    ------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

    ------ BANKLESS SPONSOR TOOLS:

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

    🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

    🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

    🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

    ------ Topics Covered:

    0:00 Intro

    2:20 MARKETS 2:35 BTC Price 3:05 ETH Price 5:24 ETH/BTC Ratio 5:47 BED Index https://www.indexcoop.com/bed 6:06 Dex Volume https://www.theblockcrypto.com/linked/128500/decentralized-exchanges-saw-over-1-trillion-in-trading-volume-this-year 7:45 YFI Tokenomics https://thedefiant.io/yearn-tokenomics-change/

    11:00 RELEASES & RAISES 12:30 Shopify NFTs https://www.shopify.com/nft 14:29 Opera Polygon https://twitter.com/opera/status/1473654561059446784?s=21 16:23 Clarity DAO Tool https://twitter.com/clarityteams/status/1471913111309504512?s=21 17:27 Parachains on Polkadot https://www.theblockcrypto.com/linked/128026/parachains-officially-launch-on-polkadot-network 18:30 BitMEX Token https://www.coindesk.com/markets/2021/12/21/bitmex-announces-bmex-tokens-to-revive-retail-interest/ 20:20 Hashflow HFT Token https://twitter.com/hashflownetwork/status/1473463052951760899?s=20 20:59 Huobi on Arbitrum https://twitter.com/HuobiGlobal/status/1476045335357132801 21:54 Alexis Ohanian & Polygon https://twitter.com/VentureBeat/status/1471857751223582728?s=20 23:35 Figment https://www.coindesk.com/business/2021/12/20/figment-reaches-unicorn-status-with-110m-series-c/ 25:25 B.Protocol https://www.coindesk.com/business/2021/12/22/bprotocol-raises-22m-to-backstop-defi-liquidations/ 27:25 Jobs https://pallet.xyz/list/bankless/jobs

    NEWS 28:59 Airdrop Szn SOS: https://www.coindesk.com/business/2021/12/28/opendaos-sos-token-hits-250m-market-cap-despite-unclear-goals-security-risks/ GIV: https://giv.giveth.io/ GasDAO: https://mirror.xyz/gasdao.eth/AwZGIpiVuIOkcwUaKqn4ZdcI4MetmYmvVdnuZsNZlaQ 32:06 Merge Testnet https://blog.ethereum.org/2021/12/20/kintsugi-merge-testnet/ 32:53 Polygon Bug https://www.theblockcrypto.com/post/128784/polygon-critical-bug-24-billion-matic-tokens-at-risk-hard-fork 34:41 FEI RARI Merge https://www.coindesk.com/tech/2021/12/21/rari-capital-fei-protocol-token-holders-approve-multibillion-dollar-defi-merger/ 36:24 Mastercard & Consensys https://www.coindesk.com/business/2021/12/16/consensys-collaborates-with-mastercard-on-new-ethereum-scaling-solution/ 37:32 RadioShack https://decrypt.co/88712/yes-radioshack-pivoted-defi 39:17 BlockbusterDAO https://www.theblockcrypto.com/linked/128564/a-dao-wants-to-buy-blockbuster-and-turn-it-into-a-decentralized-film-streaming-service 39:49 Jeopardy https://twitter.com/davidesilverman/status/1475989132598026240?s=21 40:50 .eth Leaderboard https://twitter.com/ethleaderboard/status/1476647213044416512 41:58 Apes Flip Punks https://www.theblockcrypto.com/post/128338/bored-ape-yacht-club-nft-flip-cryptopunks-floor-price 44:32 Adidas NFTs https://www.theverge.com/2021/12/17/22843104/adidas-nfts-metaverse-sold-bored-ape 45:33 Weeknd NFTs https://decrypt.co/88839/the-weeknd-releases-ethereum-nfts-via-tom-bradys-autograph-platform 46:02 Meta Web3 Compatibility https://decrypt.co/89153/meta-targeting-deep-compatibility-blockchain-web-3-incoming-cto 47:42 Jack vs Web3 https://twitter.com/jack/status/1473139010197508098?s=20 55:12 Ray Dalio https://blockworks.co/ray-dalio-crypto-should-be-part-of-a-diversified-portfolio 57:00 Kraken Acquires Staked https://www.theblockcrypto.com/linked/128294/crypto-exchange-kraken-acquires-staking-startup-staked 1:00:11 Web3 Candidates https://blockworks.co/a16z-poll-voters-will-prefer-candidate-that-supports-web3/

    1:02:30 TAKES 1:03:30 Decentralization is Insurance https://twitter.com/hughkarp/status/1471446570382118916?s=21 1:07:03 Hacks vs Banks https://twitter.com/lay2000lbs/status/1472691654121426966?s=21 1:07:59 BTC vs ETH https://twitter.com/stakeborg/status/1474327539657342976?s=21 1:09:53 Risk is Relative https://twitter.com/danielgothits/status/1474904081072209920?s=21

    1:13:10 What David’s Excited* About 1:15:32 What Ryan’s Excited About

    1:17:02 MEME of the Week https://twitter.com/BanklessHQ/status/1474270619189473280?s=20

    1:17:28 Closing & Disclaimers

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

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


    98 - 5 Things We Got Right Dec 27, 2021
    Show notes

    Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.

    There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.

    Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?

    ------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

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

    ------ BANKLESS SPONSOR TOOLS:

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

    🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

    🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

    🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

    ------ Topics Covered

    0:00 Intro 4:00 Reflections on 2021 8:43 Reviewing our Predictions

    5 Things We Got Right 17:53 Multi-Trillion Dollar Asset Class 23:14 ETH Strong Against BTC 27:20 ETH is Money 31:40 It’s Raining Airdrops 33:03 DeFi Usage

    5 Things that Surprised Us 34:10 NFTs Exploding 38:45 Axie Infinity 41:47 Web3 45:15 DeFi Lagging 49:00 Alt-L1 Tokens

    5 New Mental Models 55:17 Cryptography 58:17 Legitimacy 1:01:56 Ultra Sound Money 1:05:38 Modular vs Monolithic 1:09:54 Crypto Renaissance

    1:14:50 5 Bets for 2022 1:17:31 Bullish Blockspace 1:21:34 Next Gen DeFi 1:24:33 DAOs 1:27:00 Crypto Gaming 1:29:16 Decentralized Identity

    1:33:30 Is 2022 A Bullish Year?

    1:39:18 Closing & Disclaimers

    ----- Resources:

    5 Things We Got Right https://newsletter.banklesshq.com/p/5-things-we-got-right Ultra Sound Money https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake Ultimate Guide to Airdrops https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops The Crypto Renaissance https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal Ultra Scalable Ethereum https://newsletter.banklesshq.com/p/ultra-scalable-ethereum 5 Mental Models for Web3 https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris

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

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


    2021 ROLLUP: Top 20 Crypto Moments in 2021 Dec 23, 2021
    Show notes

    As the year comes to a close, it's time to ask ourselves: What are the Hottest Stories of 2021?

    This has been an unquestionably historic year for Web3, and massive events happened both in and outside of the space. From NFTs to the Infrastructure Bill, we narrowed down this year into 20 overarching themes and narratives.

    What will take the #1 spot? Spoiler: it's not Ryan's Tiny Turtle.

    ------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

    ------ BANKLESS SPONSOR TOOLS:

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

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    🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

    🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix ------

    Topics Covered:

    0:00 Intro 6:30 20 | New All Time Highs 8:33 19 | GME & Memestonks https://markets.businessinsider.com/news/stocks/gamestop-stock-short-seller-squeeze-losses-reddit-traders-citron-gme-2021-1 11:17 18 | Michael Saylor & Tesla https://www.virginiabusiness.com/article/microstrategy-buys-414m-more-bitcoin-in-q4/ https://www.cnbc.com/2021/02/08/tesla-buys-1point5-billion-in-bitcoin.html 12:58 17 | Rise of Layer 2s https://l2beat.com/ 14:54 16 | DeFi over CeFi https://twitter.com/haydenzadams/status/1361356927226310668?s=20 https://twitter.com/AntonioMJuliano/status/1442234625120608256?s=20 17:03 15 | China Ban https://youtu.be/Cz14dpWxgKk 20:12 14 | El Salvador https://www.npr.org/2021/09/07/1034838909/bitcoin-el-salvador-legal-tender-official-currency-cryptocurrency 22:25 13 | Beeple $69M Sale https://www.businessinsider.com/art-auction-nft-beeple-top-selling-most-expensive-sale-millions-2021-3 25:01 12 | Punks, Apes, and PFPs https://www.theblockcrypto.com/post/116715/collection-of-bored-ape-nfts-break-sothebys-estimates-with-3-days-to-go https://www.sothebys.com/en/digital-catalogues/sealed-cryptopunks-five-punks-on-paper 29:28 11 | Axie Infinity https://twitter.com/Psycheout86/status/1423719170315800581?s=20 32:00 10 | OpenSea Sales Volume https://beincrypto.com/opensea-crosses-10-billion-in-all-time-sales-volumes/ 36:50 9 | Coinbase IPO https://www.theblockcrypto.com/linked/100235/coinbase-direct-listing-april-nasdaq 40:15 8 | Gary Gensler https://www.theblockcrypto.com/linked/101595/us-senate-confirms-gary-gensler-as-joe-bidens-sec-commissioner 44:25 7 | Constitution DAO https://www.theverge.com/22820563/constitution-meme-47-million-crypto-crowdfunding-blockchain-ethereum-constitution 47:20 6 | EIP-1559 https://blockworks.co/eip-1559-is-live-thanks-to-ethereums-london-hard-fork/ 50:20 5 | Ultra Sound Money https://ultrasound.money/ 53:50 4 | Gas Fees https://twitter.com/drakefjustin/status/1392556085941350400?s=20 57:03 3 | Alt Layer 1s https://defillama.com/chains 1:00:12 2 | Infrastructure Bill https://www.theblockcrypto.com/linked/112877/white-house-says-crypto-tax-enforcement-will-help-pay-for-bipartisan-infrastructure-deal https://twitter.com/jchervinsky/status/1421150344051048451 1:04:45 1 | Inflation https://twitter.com/LynAldenContact/status/1414948397233082372?s=20 https://twitter.com/biancoresearch/status/1469722686939140101?s=20 1:09:40 Honorable Mentions 1:14:20 Closing & Disclaimers

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

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


    97 - The Bull Case For ETH III | Anthony Sassano, DC Investor, Cyrus Younessi Dec 20, 2021
    Show notes

    Anthony Sassano, DC Investor, and Cyrus Younessi return to Bankless to complete the Bull Case for Ethereum Trilogy. Comparing this episode with the previous two Bull Cases, we can see what has held up so far and what we have to look forward to in 2022.

    Spoiler: these guys have gotten a lot of things right.

    Covering topics like the meteoric rise of NFTs, the BTC Flippening, and Ethereum Maximalism, there remains much to be incredibly excited about as we close out a historic 2021. While macro conditions remain uncertain, the conditions of the crypto markets and ecosystems are perhaps surprisingly more digestible.

    With the Proof-of-Stake merge on the way and the modular blockchain thesis taking shape, the inevitable conclusion is that ETH is destined to go up.

    What’s 2022 going to look like? No one knows for sure, but this episode left us feeling incredibly bullish.

    ------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

    ------ BANKLESS SPONSOR TOOLS:

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

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    🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

    🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix ------

    Topics Covered:

    0:00 Intro 5:45 Recapping the Prequels 10:21 Crypto in 2021 17:09 Narratives and Scaling 23:21 The Cultural Asset Layer 27:57 Core Value Pillars 35:34 Do the People Know? 40:24 PoS and Monetary Policy 46:45 Bullish APY 52:52 The Merge and Price 57:12 Users & Gas Fees 1:05:59 Layer 1s & Modular Blockchains 1:09:40 Extreme Decentralization 1:12:15 Chains that Care 1:18:00 Maximalism 1:22:42 Is ETH Going to Scale? 1:28:09 Market Conditions 1:38:10 The Flippening & Price Predictions 1:46:14 Closing & Disclaimers

    ------ Resources:

    DC Investor on Twitter https://twitter.com/iamDCinvestor?s=20 Anthony Sassano on Twitter https://twitter.com/sassal0x?s=20 Cyrus Younessi on Twitter https://twitter.com/cyounessi1?s=20 Bull Case for Ethereum I https://youtu.be/36HkwlqfBaQ Bull Case for Ethereum II https://youtu.be/85M3yGvzCe4 Ultra Sound Money https://www.youtube.com/watch?v=bWqhn1hXvVc&t=0s Ultra Scalable Ethereum https://youtu.be/xjxyjgWiqLE

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

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


    ROLLUP: Inflation, Nike NFTs, Disney & Marvel IMX, CryptoPunk Sale, Ledger Debit Card Dec 17, 2021
    Show notes

    3rd Week of December, 2021

    ------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

    ------ BANKLESS SPONSOR TOOLS:

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

    🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

    🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

    🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

    ------ Topics Covered:

    0:00 Intro Permissionless Conference 2022: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022

    4:00 MARKETS 4:19 BTC Price 5:16 ETH Price 6:15 ETH/BTC Ratio 7:34 Inflation https://twitter.com/biancoresearch/status/1469722686939140101?s=20 11:56 Issuance Tracker https://twitter.com/dmihal/status/1468950264304467971 19:34 Sotheby’s Sales https://twitter.com/TheBlock__/status/1471169594802987021?s=20

    21:00 RELEASES 22:15 Optimism Floodgates https://thedefiant.io/optimism-removes-whitelist/ 24:27 ETHGlobal 2022 https://ethglobal.medium.com/announcing-the-ethglobal-2022-season-51a7906bb3a4 25:25 Balancer Boosted Pools https://fernandocmartinelli.medium.com/ba3daadb59f9 26:37 Superfluid on L2 https://twitter.com/Superfluid_HQ/status/1471176342733479936?s=20 28:20 Forgotten Runes RPG https://twitter.com/forgottenrunes/status/1471197252437741573?s=20 29:15 Bitwise NFT Index https://twitter.com/matt_hougan/status/1471489244824674306?s=21 30:45 Aztec Connect https://medium.com/@aztecnetwork/beb2982a92f3 33:07 Slingshot https://www.coindesk.com/business/2021/12/09/defi-trading-platform-slingshot-raises-15m-led-by-ribbit-capital/

    33:37 RAISES

    37:38 Jobs https://pallet.xyz/list/bankless/jobs

    38:45 NEWS 39:12 Ether Capital https://www.businesswire.com/news/home/20211215005502/en/Ether-Capital-Corporation-Announces-First-Commitment-to-Ethereum-Staking 40:12 Polygon Zero https://www.theblockcrypto.com/post/126991/polygon-acquires-mir-protocol-400-million-zk-rollups 41:48 Uniswap Polygon https://app.uniswap.org/#/vote/2/10 42:23 Ledger Debit Card https://www.theblockcrypto.com/post/126914/ledger-unveils-crypto-debit-card-partners-with-ftx-coinbase-rarible 43:46 ETH Client Validators https://twitter.com/AyaMiyagotchi/status/1470654120180649986 45:30 Aave v3 https://twitter.com/StaniKulechov/status/1470874379152150535?s=20 46:16 Nike & RTFKT https://twitter.com/Nike/status/1470504318671458307?s=20 47:16 Marvel & Disney https://twitter.com/Immutable/status/1471178240643448837 48:35 Mintable & IMX https://twitter.com/epolynya/status/1470251518741811205?s=21 50:29 CryptoPunk $10M Sale https://www.theblockcrypto.com/linked/127049/a-rare-cryptopunk-has-sold-at-a-record-10-2-million 51:35 Dr Seuss NFTs https://www.hollywoodreporter.com/business/digital/dr-seuss-nft-seussibles-1235062806/ 52:12 BTC Core Devs https://twitter.com/mikeinspace/status/1469377581015355397?s=21 53:27 90% of Bitcoin Mined https://www.theblockcrypto.com/post/127275/90-of-all-bitcoin-has-now-been-mined 53:55 Coinbase Earn https://blog.coinbase.com/coinbase-makes-it-easy-to-earn-yield-with-defi-bd38156e2715 57:45 Facebook Stole Meta https://www.nytimes.com/2021/12/13/technology/instagram-handle-metaverse.html 1:00:32 Elizabeth Warren https://twitter.com/senwarren/status/1470843764843458560?s=21 1:03:03 Hester Peirce https://twitter.com/HesterPeirce/status/1470475491580825601?s=20 1:04:34 Russia Ban https://cointelegraph.com/news/bank-of-russia-to-ban-mutual-funds-from-investing-in-bitcoin 1:04:55 IMF https://www.theblockcrypto.com/linked/127218/imf-advocates-for-coordinated-crypto-policy-among-the-worlds-governments 1:06:19 Quick Takes Katie Haun a16z https://www.theblockcrypto.com/linked/127672/katie-haun-to-depart-a16z-form-new-fund-focused-on-crypto-and-web3-report Kevin Durant https://www.bloomberg.com/news/articles/2021-12-15/nba-star-kevin-durant-signs-deal-to-promote-crypto-platform-coinbase

    1:08:00 TAKES 1:09:00 POAPs are Memories https://twitter.com/izgnzlz/status/1470789729348112386 1:11:29 Linguistics https://twitter.com/RyanSAdams/status/1469054916966682624?s=20 1:14:13 Decentralization https://twitter.com/RealNatashaChe/status/1470560283215159297?s=20 1:18:48 Moloch https://twitter.com/TrustlessState/status/1470943188105846785?s=20 1:21:37 Optimists https://twitter.com/TrustlessState/status/1464638114048065539?s=20

    1:24:35 What David’s Excited About 1:26:19 What Ryan’s Excited About

    1:27:58 MEME of the Week

    1:29:00 Closing & Disclaimers

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

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


    10 Predictions About Crypto in 2022 with Ryan Selkis Dec 15, 2021
    Show notes

    Ryan Selkis is the Founder and CEO the data analytics platform Messari. In Ryan's past Bankless appearances, we've debated ETH as money and the Triple Point Asset thesis. We've tackled crypto regulation and taking an aggressive stance on policy.

    Now it's time to add it all together and decide what's next—what's important for the industry and the world as we head into 2022. Ryan wrote a 150+ page beast of a report titled 'Crypto Theses for 2022,' which covers the space from top to bottom. From DAOs and DeFi to Regulation and NFTs, there is no stone left unturned in this report.

    In this episode, we digest the mountain of information Ryan puts together on an annual basis to answer the question: What's in store for Crypto in 2022?

    ----- METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

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

    ------ BANKLESS SPONSOR TOOLS:

    GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini​

    LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

    AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

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

    ------ Topics Covered:

    0:00 Intro 7:00 Ryan Selkis & Institutional Trust 14:30 Web3 is Inevitable 22:08 Inflation & Use Cases 32:47 WAGMI 37:45 The Fall of China 42:52 The American Battleground 46:55 The Regulator Side 56:28 The Crypto Coalition 1:02:20 NFTs & Metaverse 1:09:48 ETH's Q3 Earnings Report 1:16:47 ETH Killer Valuations 1:20:41 ETH is Money Debate 1:25:33 Closing & Disclaimers

    ------ Resources:

    Ryan on Twitter: https://twitter.com/twobitidiot?s=20

    The Crypto Theses: https://twitter.com/twobitidiot/status/1466438779196039175?s=20

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

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


    96 - Web3 Gaming 101 | Amy Wu Dec 13, 2021
    Show notes

    What is Crypto Gaming? Why is it important? What about Gaming NFTs? This is what we explore in this episode with Amy Wu, partner at Lightspeed Venture Partners. This is Crypto Gaming 101.

    The Web3 Gaming space is emerging from all sorts of angles, from normies to hardcore gamers to crypto natives—and each has a role to play as the ecosystem matures.

    Here are the 5 questions to answer in this episode:

    1. What is Crypto Gaming and why is it important? What about casual & mobile gaming? 2. How do you identify the next Axie Infinity? 3. Why are Guilds important? Are they a good investment? 4. How do you earn in Crypto Gaming? 5. Where does meaning, value, and identity come into play? What about fun?

    With the Crypto Gaming Revolution well under way, Amy walks us through the fundamentals of the space and how to approach the future.

    ----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

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

    ------ BANKLESS SPONSOR TOOLS:

    💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini​

    💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

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

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

    ------ Topics Covered:

    0:00 Intro 3:15 The Conference Experience 6:44 TradArt and NFTs 10:11 Metaverso 13:14 Crypto IRL 16:20 The Panel 19:40 FreeRoss DAO 21:38 The Panelists 24:28 The Potential of NFTs 29:00 More than Fractionalizing 33:45 Liquidity 39:33 Pricing Assets 46:50 Community 54:34 Regulatory Issues 1:00:22 Use Cases

    ----- Resources:

    Amy on Twitter https://twitter.com/amytongwu?s=20 Lightspeed Venture Partners https://twitter.com/lightspeedvp?s=20 The Crypto Gaming Revolution https://shows.banklesshq.com/p/the-crypto-gaming-revolution The Rise of Axie https://shows.banklesshq.com/p/the-rise-of-axie-infinity-jeff-jiho

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

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


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