Bankless

Latest Episodes:

ROLLUP: Arbitrum Layer 2 Launches | LOOT NFT | El Salvador BTC | FTX | ETH & EIP 1559 (Septemer 3rd) Sep 03, 2021

Show notes

1st Week of September, 2021

🔊 PERMISSIONLESS CONFERENCE https://bankless.cc/permissionlessdiscount

------ 🚀 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

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

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

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro

3:50 MARKETS 4:00 BTC Price 4:25 ETH Price 5:34 ETH/BTC Ratio 7:40 DeFi Action 9:13 BED Index https://www.indexcoop.com/bed 9:59 Layer 2 Action https://l2beat.com/ 12:09 EIP 1559 Issuance: https://twitter.com/RyanSAdams/status/1432679086158196736?s=20 Adoption: https://twitter.com/blocknative/status/1433206965753171968?s=21 18:44 NFT Volume https://twitter.com/DuneAnalytics/status/1432252689824550914 19:28 Cross-Chain Hop: https://twitter.com/richardchen39/status/1431265424394506244 Connext: https://twitter.com/ConnextNetwork/status/1430873159821971457 22:30 Spot Volume UP https://www.theblockcrypto.com/linked/116381/august-spot-exchange-volume-breaks-1-trillion-for-first-time-since-may

25:00 RELEASES 26:30 Arbitrum https://twitter.com/arbitrum/status/1432817424752128008?s=20 32:25 Sassano Thread https://twitter.com/sassal0x/status/1431278544588443649?s=20 33:00 3AC NFT Fund https://twitter.com/Vince_Van_Dough/status/1432346847113359361 34:40 Merit Circle https://medium.com/@meritcircle/introducing-merit-circle-ea7700fd0c15 35:25 pleasrDAO DOGE https://twitter.com/PleasrDAO/status/1432721875059286031 39:24 Other Releases Gas Estimator: https://twitter.com/sassal0x/status/1433292350713851905?s=20 Floor Perpetuals: https://twitter.com/_Dave__White_/status/1432768645843746817 Arbitrum Raise: https://www.theblockcrypto.com/post/116148/ethereum-scaling-solution-arbitrum-launches-mainnet-raises-120-million-funding Offchain Raise: https://techcrunch.com/2021/08/31/offchain-labs-raises-120-million-to-hide-ethereums-shortcomings-with-arbitrum-scaling-product/ Jobs: https://jobs.banklesshq.com/

43:00 NEWS 43:54 Chain Split https://twitter.com/kelvinfichter/status/1431336698911338496 45:34 Coinbase Layer 2 https://blog.coinbase.com/coinbase-protocol-team-advances-crypto-community-aa9b3748bac5 47:08 Metamask 10M MAU https://twitter.com/ConsenSys/status/1433055817633345541?s=20 47:53 Not Selling ETH https://twitter.com/RyanSAdams/status/1431224022977630208?s=20 50:20 Larva Labs & UTA https://twitter.com/TheBlock__/status/1432815773085405185 51:40 Mutant Apes https://decrypt.co/79718/bored-ape-yacht-club-sells-96-million-of-nfts-in-hour-for-mutant-apes-launch 55:47 El Salvador Trust Fund: https://twitter.com/TheBlock__/status/1432890332228767748 El Salvador Protests: https://www.euronews.com/next/2021/08/28/bitcoin-protests-break-out-in-el-salvador-as-central-american-neighbours-wait-to-see-its-s 58:20 Twitter BTC Tipping https://www.theblockcrypto.com/post/116320/twitter-appears-to-be-adding-the-ability-to-tip-using-bitcoin 59:20 Tether Squeeze https://twitter.com/Bitfinexed/status/1431267971939323910?s=20 1:00:11 SBF & LedgerX https://www.theblockcrypto.com/post/116134/ftx-us-acquires-crypto-derivatives-exchange-ledgerx 1:01:38 Giancarlo Quits BlockFi https://www.coindesk.com/business/2021/09/01/crypto-dad-giancarlo-to-quit-blockfis-board-after-4-months/ 1:03:33 LOOT & The Metaverse https://twitter.com/TrustlessState/status/1433169234864001032?s=20

1:19:00 TAKES 1:20:30 DeFi for Capital, NFTs for People https://twitter.com/ASvanevik/status/1431058200535601154?s=20 1:21:45 Twitter Identity for NFTs https://twitter.com/ryansadams/status/1431951967643967492?s=21 1:25:20 Diamonds vs. Jpegs https://twitter.com/realnatashache/status/1433098070565195779?s=21 1:26:08 Vitalik’s Thread https://twitter.com/VitalikButerin/status/1433195737907564545?s=20 1:29:43 David is Tired https://twitter.com/TrustlessState/status/1433441995133837315?s=20

1:32:32 What David’s Excited About 1:33:58 What Ryan’s Excited About

1:37:06 Meme of the Week https://twitter.com/flamingodao/status/1432874403717652480?s=21

Moment of Zen https://twitter.com/BanklessHQ/status/1433435923266502671?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

Everything you need to know about Solana | Santiago Santos & Konstantin Lomashuk Sep 02, 2021

Show notes

Solana is emerging as a competitive Layer 1 platform, promising scalability and a growing ecosystem. Join community thought leaders Santiago Santos and Konstantin Lomashuck as we assess the Solana Value Proposition.

How important is decentralization? Why build on Solana? Can different L1's coexist? Does it seek to compete with mainnet Ethereum or Layer 2 scaling solutions?

We've been hearing a lot about Solana lately. It's time to dive in.

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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

BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

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

UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ ⚽️ SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro 8:00 Santiago and Konstantin 10:05 Why Bullish on Solana? 16:31 Solana is Optimizing 24:05 Decentralization 34:56 Running a Node 55:57 Skeptical ETH Maxi Hat 1:04:40 Initial Sale 1:12:32 Valuing SOL 1:19:08 Developer Activity 1:24:11 Can We Be Friends?

------ Resources

Santiago on Twitter: https://twitter.com/santiagoroel?s=20

Konstantin on Twitter: https://twitter.com/Lomashuk?s=20

Tokenizing Music with Royal | 3LAU (SotN 8/31) Sep 01, 2021

Show notes

DJ Justin '3LAU' Blau returns to Bankless to discuss Royal, the platform for decentralizing ownership to music rights.

Royal recently raised $16m and has launched its early access. We've seen crypto take the visual art world by storm - is music next?

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ 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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 4:30 Justin Blau 9:24 Record Labels vs. Co-Ownership 15:55 Investing in Artists 21:24 Solving Hard Problems 25:42 Making Adoption Easier 28:21 Social Tokens 34:00 Stage & the Crowd 39:53 Tastemakers 43:05 Artistic Utopia 46:10 Permissionless 48:57 We're in the Future 51:02 DeFi, NFTs, and Culture 57:50 Closing & Disclaimers

Layer Zero | Eric Conner Aug 31, 2021

Show notes

Eric Conner joins the second episode of Layer Zero. Eric is the co-founder of EthHub along with Anthony Sassano, and is a recurring Bankless guest as well as a crypto twitter staple.

From the early days of Ethereum to golf and Porsches, David and Eric discuss things at large — what does Ethereum have left to prove? How do you manage Ethereum Brain? What will the next generation of crypto natives look like?

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

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

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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 0:00 Intro 4:00 Eric Conner & Podcasting 7:00 Early Liquidity 15:53 Regulators Protecting Investors 25:28 Finance Background 31:12 Integrating Digital Finance 38:58 Bitcoin and Maximalism 46:27 Punks vs BTC 51:00 Ethereum Brain 56:18 The Space Never Sleeps 1:01:30 Marrying Ethereum 1:05:36 Golf 1:06:44 Porsche & Electric Cars 1:10:40 Governance Tokens 1:19:19 Closing & Disclaimers

------ Resources:

Eric on Twitter https://twitter.com/econoar?s=20 EthHub https://ethhub.io/

80 - Ethereum is the Greatest Trade | Raoul Pal Aug 30, 2021

Show notes

Raoul Pal is the CEO and co-founder of Real Vision, the content production studio focused on democratizing access to financial knowledge. He’s an investor with a sharp eye on the global macro environment, and has a strong grasp on the relationship between history and economics.

What has changed since the last time Raoul was on the podcast? His takes on Ethereum are fascinating and thought-provoking, and his bullishness does not come lightly.

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

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

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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 5:00 Raoul Pal 7:31 The Macro World 11:48 Inflation 18:33 The Macro Crypto Story 31:43 Network Effects and Adoption 40:25 The Greatest Trade 46:25 Communities and Killers 52:50 The Ethereum Layer Zero 1:00:00 Raoul’s Allocation 1:03:27 NFT Mania & Culture 1:14:56 What’s the Metaverse? 1:22:07 Regulation, Social Tokens, Projects 1:25:43 Cyclical Markets, Predictions 1:28:41 Hope in a Rocky Decade 1:33:45 Closing & Disclaimers

------ Resources:

Real Vision https://www.realvision.com/ Raoul on Twitter https://twitter.com/RaoulGMI?s=20 The World Is Waking Up To Crypto https://newsletter.banklesshq.com/p/the-world-is-waking-up-to-crypto

ROLLUP: Visa buys a CryptoPunk | Budweiser Beer. ETH | NFT Mania | Michael Saylor Bitcoin | EIP1559 Aug 27, 2021

Show notes

4th Week of August, 2021

------ 🚀 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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro

1:50 MARKETS 2:01 BTC Price 3:00 ETH Price 3:48 ETH/BTC Ratio 4:35 DeFi Action 9:12 EIP-1559 https://ultrasound.money/ Dominance: https://twitter.com/kyoronut/status/1429585246849167361?s=20 13:17 OpenSea Volume https://dune.xyz/PierreYves_Gendron/opensea---metrics 70% of Ebay: https://twitter.com/econoar/status/1430323506609197059?s=21 Top 1000 Sites: https://twitter.com/takenstheorem/status/1430372663223103488 20:00 TornadoCash https://twitter.com/paolorebuffo/status/1430440030405865474?s=21 23:29 ETH in Lido https://twitter.com/kazhiloti/status/1430608546689912833?s=20

26:00 RELEASES 27:30 Euler Lending & Paradigm https://twitter.com/euler_mab/status/1430486946523099142?s=20 29:12 Lyra on Optimism https://twitter.com/optimismPBC/status/1430334558654767108?s=20 29:56 MEV Breakthrough https://twitter.com/drakefjustin/status/1430652250226151425 34:20 Hop Protocol https://twitter.com/HopProtocol/status/1430630767042904074 36:16 Layer Zero Podcast https://twitter.com/TrustlessState/status/1430254024964513792 39:00 tl;dr Show https://youtu.be/Yy9CY-KOxNQ 39:45 Raises Fractional: https://www.theblockcrypto.com/linked/115122/fractional-nft-platform-raises-7-9-million-in-seed-funding Immutable: https://twitter.com/Immutable/status/1430611200736337920?s=20 3LAU: https://www.coindesk.com/3lau-raises-16m-to-tokenize-music-royalties-for-artists-and-fans 46:55 Jobs https://jobs.banklesshq.com/

1:10:30 TAKES 1:11:30 Networks into Economies https://twitter.com/cdixon/status/1429585831899983876?s=20 1:15:31 New Types of Alpha https://twitter.com/scott_lew_is/status/1425950526651441158?s=20 1:18:42 Can’t Fork NFTs https://twitter.com/cyounessi1/status/1430325461767364613?s=21 1:20:32 DC Ethereum Dominance https://twitter.com/iamDCinvestor/status/1429558574313791488 1:21:30 Early vs. Late https://twitter.com/cyounessi1/status/1430275250453979140 1:25:09 OnlyFans & Politics https://www.coindesk.com/onlyfans-shows-how-the-banking-system-is-politicized

1:30:06 What David’s Excited About https://twitter.com/TrustlessState/status/1430672599420346374?s=20 1:31:56 What Ryan’s Excited About

1:35:56 Bankless Nation Member of the Week https://twitter.com/_t_shot/status/1429584536426401799?s=20

1:36:47 MEME of the Week https://twitter.com/BanklessHQ/status/1429413279424712707?s=20

1:38:11 Closing & Disclaimers https://twitter.com/Cryptob04989352/status/1423985084785254400?s=20

NFT Mania! | Andy8052 & DeeZe (SotN) Aug 25, 2021

Show notes

The NFT Boom rages on. We bring on Fractional team members and CryptoPunk holders DeeZe and Andy to make sense of all this.

Is this just the beginning? Is this a speculative mania? Maybe it's something more. This could be the genesis of a new set of passionate communities, where culture has a quantifiable value.

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

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

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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 10:00 Andy & DeeZe 13:15 jpeg Summer 17:20 NFTs vs. DeFi Tokens 21:14 What Started This? 26:17 The Fundamentals 29:48 Mania or Bubble Territory? 34:03 NFT Evaluation 101 41:43 Getting Things You Like 44:38 Mimetic Desire 50:00 Art Blocks and Generative Art 55:44 Auctions & Pricing 59:47 Fidenza 1:04:01 The Next Picasso 1:11:00 The One-of-One Game 1:17:14 On-Chain NFTs 1:21:07 Vetting Projects 1:26:59 How Long Will This Last? 1:30:53 Closing & Disclaimers

------ Resources:

DeeZe on Twitter: https://twitter.com/DeezeFi?s=20 Andy on Twitter: https://twitter.com/andy8052?s=20

Dmitry Buterin | Layer Zero Aug 24, 2021

Show notes

Dmitry Buterin joins David for the premiere of Layer Zero, a new Bankless podcast that explores the human side of Ethereum. Beneath the technological innovation and socioeconomic disruption happening in the DeFi space, there are human beings – really interesting, thoughtful, passionate human beings. Layer Zero is at the bottom of the economic stack: the people.

For the debut episode, it only made sense to bring on Dmitry, father of Ethereum founder Vitalik. Topics include Vitalik’s youth, Soviet Russia, and universal consciousness, but they don’t stop there. How often does Dmitry check ETH Price? What’s his workout routine? Tune in and find out.

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

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

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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 4:00 Dmitry Buterin 6:30 Growing Up in the Soviet Union 11:27 Learning Computer Science 17:02 Vitalik’s Youth 20:58 A Gifted Kid 22:43 Mindfulness & Spirituality 26:43 Kindness & Compassion 32:00 Ethereum & Spirituality 39:57 Political Compass 45:21 Canada & Vitalik’s Social Skills 49:20 The World Traveler 55:29 Conferences & Safety 1:00:23 ETH Price 1:01:48 Exercise 1:03:52 Hanging Out 1:04:53 A Chaotic World 1:07:00 Consciousness & Communism 1:15:56 A March to Universal Consciousness 1:18:48 Exporting Values

------ Resources:

Dmitry on Twitter: https://twitter.com/BlockGeekDima?s=20

79 - The Crypto Coalition | Ryan Selkis Aug 23, 2021

Show notes

Ryan Selkis is the Founder and CEO the crypto data analytics platform Messari. Last time Ryan was on the podcast, we debated Ether’s properties as a money and the triple point asset thesis. We revisit many of these topics and explore what has changed in the landscape over the past year.

However, we also discuss a perhaps more pressing issue: the state of regulation for the industry. Ryan is poised to take a strong leadership role in the political side of crypto, and he’s developing offensive strategies for the crypto vs. nation-state conflict. Listen in to learn why he’s now a single-issue voter.

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

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

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

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

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 4:00 Ryan Selkis of Messari 6:44 Ryan’s Broad Approach 12:41 Why Do They Hate Us? 18:13 “Protecting Us” 27:30 Single Issue Voters 35:49 It’s a Team Sport 45:00 Aligning with Regulators 54:00 Institutional Reactions 57:23 What the Markets Say 1:01:01 Ether as an Asset 1:08:40 The Flippening 1:10:44 Ethereum’s Narrative 1:13:53 Market Cap vs Money 1:17:37 Institutional Demand 1:19:55 Hot Sectors for Analysis 1:23:24 The Network State 1:26:41 Closing & Disclaimers

------ Resources:

Ryan on Twitter: https://twitter.com/twobitidiot?s=20 Ryan’s Tweet Thread: https://twitter.com/twobitidiot/status/1426020410370449410?s=20 Mainnet Event: https://mainnet.events/ Messari: https://messari.io/

ROLLUP: TikTok x Audius, Penguins & CryptoPunks, Robinhood Crypto, Uniswap Treasury (August 20) Aug 20, 2021

Show notes

3rd Week of August 2021

------ 🚀 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

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

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

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | Break up with your Lottery! https://bankless.cc/PoolTogether ------

0:00 Intro

1:26 MARKETS 1:36 BTC Price 2:05 ETH Price 2:40 ETH/BTC Ratio 3:38 DeFi Action 7:28 Layer 2 Action https://l2beat.com/ 9:55 EIP 1559 is Burning ETH https://ultrasound.money/ 12:53 Gas Price Volatility https://twitter.com/takenstheorem/status/1427130936940851201?s=21 16:55 NFT Monthy Volumes https://twitter.com/fintechfrank/status/1427432022109216775?s=21 Opensea vs. Etsy https://twitter.com/xanderatallah/status/1427453596858294272?s=20

21:00 RELEASES 22:00 1inch on Optimism https://www.coindesk.com/defis-1inch-network-launches-on-ethereum-scaling-platform-optimism 24:26 Balancer Metastable Pools & Lido Partnership https://medium.com/balancer-protocol/balancer-launches-metastable-pools-to-further-pool-liquidity-9eade44d73d8 26:54 Bloomberg Galaxy Index https://www.coindesk.com/galaxy-digital-launches-defi-index-tracker-fund Frank’s Take https://twitter.com/fintechfrank/status/1428348530888871945?s=20 30:18 Metamask EIP1559 Support https://twitter.com/MetaMask/status/1428148268031102976?s=20 30:55 Fintech Collective https://www.theblockcrypto.com/linked/115077/fintech-collective-250-million-fund-defi-strategy 33:57 Jobs https://jobs.banklesshq.com/