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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:
    ROLLUP: 3rd Week of January Jan 22, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

    πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

    πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

    πŸ“± DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

    ------

    MARKET
    • BTC Price
      • $31,500
    • ETH Price
      • $1440
      • https://twitter.com/defipulse/status/1351520589039738880
    • $DPI
      • Peaked at $240
      • Now at $195
      • NEW ATH!!
    • TVL in DeFi
      • Peaked at $25B locked!
    • BTC secret to success = HODL for at least 3.5 years
      • https://blockworks.co/pantera-follow-up-this-rally-looks-different-than-2017/
    • Just HODL
      • Just self custody.
      • https://thedefiant.io/btc-eth-massively-outperform-crypto-hedge-funds-in-2020/
      • 2 and 20% fees for holding BTC up 425% and ETH up 360%
    • ETH Fundamentals thread from spencer
      • https://twitter.com/spencernoon/status/1351559233699983366?s=20
    • Fundstrat says 10k ETH
      • https://www.bloomberg.com/news/articles/2021-01-20/fundstrat-sees-digital-coin-ether-surging-sevenfold-to-10-500
    RELEASES
    • mStable mUSD Save v2
      • https://medium.com/mstable/mstable-launches-new-composable-version-of-musd-save-982a814e17d0
      • High-yield savings
    • Saddle Finance
      • https://www.coindesk.com/saddle-raises-4-3m-for-slippage-free-defi-trading
      • Curve clone?
    • Loopring on Google Play
      • https://twitter.com/loopringorg/status/1351971724842184704?s=21
    • State of ETH 2, Danny Ryan
      • https://twitter.com/dannyryan/status/1351930308770185217
    • Optimism soft launch!
      • https://medium.com/ethereum-optimism/mainnet-soft-launch-7cacc0143cd5
    • Coinbase compartmentalizing infrastructure to help reduce outages
      • https://www.coindesk.com/coinbase-redoing-infrastructure-to-prevent-outages-during-peak-times
    • Yearn proposes 22% YFI mint
      • https://www.coindesk.com/lets-not-be-bitcoin-yearn-considers-minting-200m-in-new-yfi-tokens
    • https://gov.yearn.finance/t/proposal-funding-yearns-future/9319
    • Bankless Reply to Lyn Alden
      • https://newsletter.banklesshq.com/p/open-reply-to-lyn-alden-and-ethereum
    NEWS
    • Goldman Sachs entering crypto with a custody play
        • https://www.coindesk.com/goldman-sachs-to-enter-crypto-market-soon-with-custody-play-source
    • Blackrock positioning to buy BTC via futures?
      • https://www.theblockcrypto.com/linked/91867/blackrock-sec-filings-bitcoin-futures
      • Massive news. BlackRockβ€”the multi-trillion dollar asset managerβ€”opens door to possible bitcoin futures allocation for certain funds it manages, according to recent filing.
    • Money Printer go BRRR
      • https://www.cnbc.com/2021/01/18/yellen-says-us-must-act-big-on-next-coronavirus-relief-package.html
      • MMT is officially in
      • https://www.coindesk.com/janet-yellen-says-cryptocurrencies-are-a-concern-in-terrorist-financing
      • Also Yellen Crypto is for terrorist financing
    • Mike Dudas response to Yellen
      • https://twitter.com/mdudas/status/1351596351897874432?s=20
    • Coinbase acquires Bison Trails
      • https://blog.coinbase.com/coinbase-to-acquire-leading-blockchain-infrastructure-platform-bison-trails-f879654421d6
    • Soulja Boy looking into NFTs
      • https://twitter.com/souljaboy/status/1351690439905013760?s=20
    • PAX Gold - first Gold token over $100M MC
      • https://www.paxos.com/pax-gold-the-first-gold-token-with-more-than-100-million-in-market-cap/
    • Pornhub payments via some random crypto tokens and USDC
      • https://www.theblockcrypto.com/linked/91817/pornhub-adds-xrp-bnb-usdc-doge-crypto-payment-options
    TAKES
    • Ethereum is a bet that the future is going to be different
      • https://twitter.com/trustlessstate/status/1351726365620355076?s=21
    • DeFi developers are now called Money Mechanics
      • https://twitter.com/ETHGlobal/status/1349053987874615303?s=20
    • Valuing ETH is impossible
      • https://twitter.com/spencernoon/status/1351635677847445505?s=20
    • Year in Ethereum 2020 from Josh Stark and Evan Van Ness
      • https://twitter.com/0xstark/status/1351922041599873026?s=20
    • Uniswap is doing 2% of NYSE as the new normal
      • https://twitter.com/haydenzadams/status/1351646322173091840?s=20
    • Have we earned it?
      • https://twitter.com/n2ckchong/status/1350328538646212608?s=20

    ------ Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

    Follow Ryan on Twitter https://twitter.com/ryansadams

    Follow David on Twitter https://twitter.com/TrustlessState

    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    SotN30: DeFi Season with Anthony Sassano (Top 10 DeFi Tokens on Ethereum, $DPI Index) Jan 20, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

    πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

    πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

    πŸ“± DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

    ------ SotN30: DeFi Season, with Anthony Sassano (Top 10 DeFi Tokens on Ethereum, $DPI Index)

    Ladies and Gentlemen, we're calling it.

    It's DeFi Season. We have an era of DeFi token speculation ahead of us, so it's time to get prepared, and sharpen our mental models for how to evaulate and asses tokens on Ethereum.

    We bring on Anthony Sassano from the Set Protocol team, to go through the 10 DeFI assets inside the DPI index. Anthony gives his bullish or bearish takes on the DeFi tokens mentioned, as well as shares his mental models for how he judges various assets on Ethereum.

    Highly revelent to this conversation is the most recent Market Monday piece out of the Bankless newsletter:

    https://newsletter.banklesshq.com/p/defi-market-monday-118

    ------ Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

    Follow Ryan on Twitter https://twitter.com/ryansadams

    Follow David on Twitter https://twitter.com/TrustlessState

    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    48 - Death of Dollar Dominance | Lyn Alden Jan 18, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- DEBRIEF OF THIS EPISODE (Member-only): https://shows.banklesshq.com/p/exclusive-lyn-alden-debrief

    ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

    πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

    πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

    πŸ“± DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

    ------ 48 - Death of Dollar Dominance | Lyn Alden

    Lyn Alden of Lyn Alden Investment Strategy has quickly risen to fame in the Bitcoin universe for her sharp analysis on long-term macro trends and brings plenty of data to back up her analysis.

    She’s one of our favorite macro and economics minds. Global macro events have such a strong interplay with crypto. In order to understand crypto, we need to understand the big picture

    We ask Lyn about the changes forces around the US Dollar, as demand and supply of the Dollar is less understood and less stable than ever before.

    We also ask Lyn about the relationship between the position of the U.S. Dollar as the world reserve currency, and the social unrest found inside the U.S. borders. It turns out, that the U.S. Dollar as the world reserve currency is not the best situation for those that reside inside the country!

    We bring up Ray Dalio's Long Term Debt Cycles mental model, and ask Lyn to connect it to the Fourth Turning Theory, in an attempt to discover some of the hidden forces behind the social unrest found in America.

    Fourth Turning Theory: https://en.wikipedia.org/wiki/Strauss%E2%80%93Howe_generational_theory

    Highly recommended Lyn Alden piece on the Future of the Dollar https://www.lynalden.com/fraying-petrodollar-system/

    Sign up for Lyn’s monthly macro newsletter https://www.lynalden.com/january-2021-newsletter/

    ------ Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

    Follow Ryan on Twitter https://twitter.com/ryansadams

    Follow David on Twitter https://twitter.com/TrustlessState

    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    ROLLUP: 2nd Week of January Jan 15, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta -----

    BTC Price

    In the last 7 days: - Touched $42,000 - Fell down to $31,000 - Regained $40,000. - Currently at $39,500

    ETH Price - Touched $1,350 - Fell to $900 - Currently above $1,200 TVL in DeFi - From $22.8 to $23.3B

    $DPI - From $185 to $208

    $MKR particularly interesting price action

    Retail entering; judging by exchange twitter followers https://twitter.com/lawmaster/status/1348220777498353665?s=20

    Market Dumps because of overleverage: https://twitter.com/kaiynne/status/1348486588045668353?s=20

    Numbers are bigger now Price swings, volume https://twitter.com/MessariCrypto/status/1348769821220069382?s=20

    Coinbase volume https://twitter.com/lawmaster/status/1348895884315156481?s=20

    Reminder: ETH futures on the horizon https://www.cmegroup.com/media-room/press-releases/2020/12/16/cme_group_to_launchetherfuturesonfebruary82021.html

    RELEASES

    Tether on a ZK Rollup https://www.theblockcrypto.com/post/90738/tether-usdt-hermez-ethereum-layer-2-scaling-solution-zk-rollups

    Nexus mutual offering insurance on exchanges https://www.coindesk.com/nexus-mutual-decentralized-insurance-cover-coinbase-binance-kraken-gemini

    Bitcoin hashrate tokenized on Ethereum https://www.theblockcrypto.com/post/90847/poolin-bitcoin-hashrate-token-pow-defi

    Connecting all the rollups with Vector? https://medium.com/connext/vector-0-1-0-mainnet-release-9496ae52c422

    Cloudflare and IPFS - Your ethereum address is now accessible by any browser without an extension https://blog.cloudflare.com/cloudflare-distributed-web-resolver/

    ETH staking inside Argent https://www.argent.xyz/blog/liquid-eth-staking-in-argent/

    Synthetix announces Optimistic Rollup transition plan https://blog.synthetix.io/the-optimistic-ethereum-transition/ Coinbase Asset Hub https://blog.coinbase.com/introducing-coinbase-asset-hub-our-open-invitation-to-asset-issuers-f9d5f0be609d

    NEWS

    Gemini going public?? https://www.theblockcrypto.com/linked/91251/winklevoss-twins-weighing-taking-gemini-public Gemini BTC credit card https://techcrunch.com/2021/01/14/gemini-is-launching-a-credit-card-with-bitcoin-rewards/ Gary Gensler is new SEC chair. https://www.reuters.com/article/us-usa-biden-sec-exclusive/exclusive-biden-to-name-gary-gensler-as-u-s-sec-chair-sources-say-idUSKBN29H2PQ We did it. https://twitter.com/valkenburgh/status/1349717095425183747?s=20 Anchorage Becomes First OCC-Approved National Crypto Bank - CoinDesk https://www.coindesk.com/anchorage-becomes-first-occ-approved-national-crypto-bank Morgan Stanly owns 10% of Microstrategy https://www.coindesk.com/morgan-stanley-boosts-stake-in-bitcoin-laden-microstrategy-to-10-9 70,470 BTC, 10.9% is MS’s, 7681 BTC claimed to morgan stanly Pakistan using funds to mine BTC https://decrypt.co/53918/pakistan-is-now-using-government-funds-to-mine-bitcoin

    2.5% of ETH supply in Gnosis safe https://twitter.com/gnosisSafe/status/1349685149408112646?s=20

    TAKESSushi on the rise https://twitter.com/ashwath_22/status/1349090698788626432?s=20 Erik Voorhees on protocol competition https://twitter.com/ErikVoorhees/status/1349548038822502400?s=20

    Brian Brooks β€œGet Ready for Self-Driving Banks” https://www.ft.com/content/c1caca5b-01f7-41be-85a4-3ecb883f2417

    Bitcoin is less risky as NGU https://www.coindesk.com/bitcoin-bill-miller-cnbc-volatility-risk

    Ryan on ICOs - were ICOs net good or net bad? https://twitter.com/RyanSAdams/status/1347599685356314626?s=20Starting pistol for Web3 decentralization https://twitter.com/FEhrsam/status/1348316470258794496?s=20 Mark Cuban on internet tech stocks https://twitter.com/RyanSAdams/status/1348698853072130057?s=20 Bitcoin in race for adoption ahead of CBDCs https://www.coindesk.com/bitcoin-race-for-adoption-central-bank-digital-currencies -----

    Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

    Follow Ryan on Twitter https://twitter.com/ryansadams

    Follow David on Twitter https://twitter.com/TrustlessState

    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    AMA with Evgeny Yurtaev, Co-Founder of Zerion Jan 14, 2021
    Show notes

    AMA with Evgeny Yurtaev, Co-Founder of Zerion

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

    ------ AMA with Evgeny Yurtaev, Co-Founder of Zerion

    Zerion (https://app.zerion.io/) is a central portal to the DeFi universe. The goal of Zerion is to build an easy and accessible interface to engaging and interacting with all the various money legos in the DeFi ecosystem.

    While your Ethereum address is your bank account, Zerion can be your banking interface and middleware layer!

    You can download the mobile iOS and Google app on your phone, for mobile browsing, and use Zerion to manage your DeFi portfolio there, as well as desktop.

    Enjoy this AMA with CEO, Evgeny Yurtaev

    ------ Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

    Follow Ryan on Twitter https://twitter.com/ryansadams

    Follow David on Twitter https://twitter.com/TrustlessState

    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    SotN#29: Erik Voorhees & ShapeShift (SotN29: Erik Voorhees & ShapeShift (DEX Aggregator, Regulation, Deplatforming, and the Bull Market) Jan 13, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwent

    ------ State of the Nation #29 Erik Voorhees & ShapeShift (DEX Aggregator, Regulation, Deplatforming, and the Bull Market)

    Erik Voorhees is the CEO of ShapeShift, a company offering exchange and trading infrastructure, but doesn't act like a typical exchange!

    ShapeShift ( https://shapeshift.com/) used to be a place where one could atomically trade asset-for-asset. You would set up a trade between two different assets like BTC and ETH. ShapeShift would give you a BTC address to receive BTC, and you would give ShapeShift an Ethereum address for them to return ETH to you. ShapeShift never required you to 'deposit' your money, and never held onto users' funds!

    It was a very popular product during the 2017 Bull Market, yet the company decided to implement KYC requirements, in a move to protect the company from legal liability.

    It looks like ShapeShift has found a way to remove those KYC requirements without legal risk, and that is by becoming a DEX aggregator!

    We discuss this pivot with Erik, as well as a few other topics as well: - Crypto regulations in 2021 - "deplatforming" - The new crypto bull cycle.

    Tune in to this week's State of the Nation! ------ Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

    Follow Ryan on Twitter https://twitter.com/ryansadams

    Follow David on Twitter https://twitter.com/TrustlessState

    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    47 - The Fourth Crypto Cycle | Chris Dixon, a16z Jan 11, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O πŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

    ------ The Fourth Crypto Cycle | Chris Dixon, a16z Crypto Fund

    Chris Dixon is a general partner at a16z, a famous private American venture capital firm that has specialized in technologies related to the growth of the internet and computation.

    Chris transcends the pre-internet, post-internet, pre-crypto-and post-crypto worlds of investing and venture capital, so his perspective is rich, deep, and consistent with the themes that transcend these revolutions.

    Coming from a16z, Chris approaches this industry from a technological perspective, rather than a monetary one, and seems to be steering the a16z Crypto Fund ship in the direction that typical silicon valley venture capital investors focus on: how can blockchain technology meaningfully impact the 4 billion users of the internet.

    This conversation with Chris was fast-paced and vibrant! Tune in to hear one of Tech's most experienced investors!

    _________

    πŸ“Ί BONUS FOR PAID SUBSCRIBERS!

    Episode 47 Debrief: David and Ryan discuss their post-episode thoughts https://shows.banklesshq.com/p/debrief-chris-dixon-episode

    If you want to hear David and Ryan discuss their post-episode thoughts, subscribe to the paid version of Bankless newsletter. This is where David and Ryan post BONUS content that goes alongside the free side of the Bankless program. _________

    Resources mentioned in the podcast:

    The Crypto Price-Innovation Cycle https://a16z.com/2020/05/15/the-crypto-price-innovation-cycle/

    Crypto Fund II https://a16z.com/2020/04/30/crypto-fund-ii/

    Doing Old Things Better Vs. Doing Brand New Things https://a16z.com/2020/10/18/doing-old-things-better-vs-doing-brand-new-things/

    What is Blockchain: Computers That Can Make Commitments https://a16z.com/2020/01/27/computers-that-make-commitments/

    Crypto startup school - fantastic educational content (particularly for builders) https://a16z.com/2020/12/28/crypto-users-guide/

    ------ Don't stop at the video!

    Subscribe to the Bankless newsletter program http://bankless.substack.com/

    Visit the official Bankless website for resources http://banklesshq.com/

    Follow Bankless on Twitter https://twitter.com/BanklessHQ

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    ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    ROLLUP: First Week of January Jan 08, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10OπŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/

    -----

    GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETShttps://bankless.cc/aave

    πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMPhttps://bankless.cc/go-gemini

    πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

    πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

    ------

    MARKET

    BTC- It’s over $40k!- BTC closes 2020 as the best performing asset of the decadehttps://www.newsbtc.com/analysis/btc/bitcoin-closes-2020-as-best-performing-asset-of-the-last-decade/

    JP Morgan analyst BTC price target of $146,000https://insidebitcoins.com/news/jpmorgan-sets-long-term-target-for-btc-price-at-146000

    ETH- ETH breaks market cap high https://twitter.com/krugman25/status/1347218807849443328?s=20

    ETH debt ceiling in MakerDAO increasedhttps://twitter.com/RuneKek/status/1347091831033655301?s=20

    TVL in DeFi- Up from $14.4B to $22.8B

    DPI $117 to $185

    Total Market Cap over $1T USD https://www.coingecko.com/en/global_charts

    2020 Asset Class returnshttps://twitter.com/CryptoEcon_Li/status/1345508640598405122?s=20

    Ethereum King of Fees (40% or revenue)https://twitter.com/sassal0x/status/1346328797755314176?s=20

    Security through Number Go Uphttps://twitter.com/lastmjs/status/1346717467196833795?s=21

    _______

    RELEASES

    Shapeshift pivots to a Dex Aggregatorhttps://www.coindesk.com/shapeshift-going-full-defi-lose-kyc-rules

    Bitcoin ETF proposalhttps://www.coindesk.com/vaneck-proposes-bitcoin-etf-again

    RELEASES

    Futureswap V2 is OUThttps://medium.com/futureswap/announcing-futureswap-v2-on-chain-perpetuals-with-live-pricing-e6a440939033

    YAM Umbrella protocolhttps://medium.com/yam-finance/umbrella-internal-alpha-75f62c58974f

    Transaction Builderhttps://twitter.com/allemanfredi/status/1346855097742057477?s=21

    USDC getting an upgradehttps://blog.coinbase.com/usdc-v2-upgrading-a-multi-billion-dollar-erc-20-token-b57cd9437096

    _______

    NEWS

    OCC - Banks can use Ethereum for payments- https://www.theblockcrypto.com/linked/90025/occ-regulator-banks-stablecoins-issuance -https://twitter.com/RyanSAdams/status/1346452770690387969?s=20 - https://www.forbes.com/sites/haileylennon/2021/01/04/occ-regulator-implements-groundbreaking-cryptocurrency-guidance-for-banks-and-the-future-of-payments/?sh=747151ae27e9

    Grayscale $20B AUM before 2021https://twitter.com/BarrySilbert/status/1344762048585068544?s=19

    Biden Admin will halt all midnight regulations from the Trump admin that haven’t finalized yethttps://www.cnn.com/2020/12/30/politics/biden-midnight-regulations-freeze/index.html

    Bittrex delisting privacy coinshttps://www.coindesk.com/bittrex-to-delist-privacy-coins-monero-dash-and-zcash

    Jake tweet: https://twitter.com/jchervinsky/status/1345061984077717504?s=27

    Uniswap: $3B in liquidityhttps://twitter.com/haydenzadams/status/1346877563428347905?s=20

    Uniswap Year in Reviewhttps://uniswap.org/blog/year-in-review/?s=09

    Tweet thread: https://twitter.com/UniswapProtocol/status/1344687417891151874

    Iran closes down mining operationshttps://www.coindesk.com/iranian-authorities-close-1620-illegal-cryptocurrency-mining-farms-report

    Loopring l2 Growthhttps://twitter.com/finestonematt/status/1346936873776631811?s=20

    _______

    TAKES

    No viable 2nd place to Ethereumhttps://twitter.com/antiprosynth/status/1347141517148905474?s=20

    ETH same place as BTC in 2017https://twitter.com/RaoulGMI/status/1347033584234876931?s=20

    ETH MC only worth one bank right nowhttps://twitter.com/iamDCinvestor/status/1347187372337868800?s=20

    Fundamentals out, reflexivity in. https://twitter.com/BanklessHQ/status/1346239577745281024?s=20

    Why are you concerned w/ Product Fit? ETH Killers solving something that's not a problemhttps://twitter.com/RyanSAdams/status/1346187749976657922?s=20

    ------

    Don't stop at the video!

    Subscribe to the Bankless newsletter programhttp://bankless.substack.com/

    Visit the official Bankless website for resourceshttp://banklesshq.com/

    Follow Bankless on Twitterhttps://twitter.com/BanklessHQ

    Follow Ryan on Twitterhttps://twitter.com/ryansadams

    Follow David on Twitterhttps://twitter.com/TrustlessState

    -----

    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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    SotN#28: Uncollateralized Stablecoins w/ Dan Elitzer (ESD, BasisCash, backed by Faith & Yield!) Jan 06, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10OπŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ -----GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETShttps://bankless.cc/aave

    πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMPhttps://bankless.cc/go-gemini

    πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

    πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITYhttps://bankless.cc/kwenta------

    State of the Nation #28

    Algorithmic Stablecoins, with Dan Elitzer

    Dan Elitzer recently co-founded Nascent (nascent.xyz), a venture capital company that is deep into the weeds in some of the most experimental projects in the Ethereum ecosystem.

    In the 2nd half of 2020, some of the coolest experimental projects have been Algorithmic, Uncollateralized Stablecoins.

    These are stablecoins without dollars in a bank, or without crypto in a vault. They are completely backed by financial incentives.... and faith in those incentives.

    In this episode of State of the Nation, we begin by defining the 'Stablecoin Trilemma' (https://imgur.com/a/Uj0HBL3), and discuss some of the history of stablecoins.

    Then we turn to the current design philosophy behind algorithmic stablecoins, how they work, what makes them stable, and who gets the upside?

    We largely discuss Empty Set Dollar (ESD, https://www.emptyset.finance/), but also discuss Basis Cash, and Ampleforth.

    Tune in, to hear about this exciting emerging corner of the DeFi ecosystem!

    ------

    Don't stop at the video!

    Subscribe to the Bankless newsletter programhttp://bankless.substack.com/

    Visit the official Bankless website for resourceshttp://banklesshq.com/

    Follow Bankless on Twitterhttps://twitter.com/BanklessHQ

    Follow Ryan on Twitterhttps://twitter.com/ryansadams

    Follow David on Twitterhttps://twitter.com/TrustlessState

    -----

    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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


    46 - Vitalik Buterin on Why Proof of Stake? Jan 04, 2021
    Show notes

    πŸš€ SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI❀️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10OπŸŽ™οΈ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ πŸ‘• BUY BANKLESS TEE: https://merch.banklesshq.com/ -----GO BANKLESS WITH THESE SPONSOR TOOLS:

    ⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

    πŸš€ GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

    πŸ’³ MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

    πŸ“ˆ KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

    ------Vitalik Buterin on Why Proof of Stake?

    Vitalik Buterin comes to the Bankless YouTube to discuss a number of topics surrounding Proof of Stake!

    We begin discussing the Beacon Chain launch, and the Ethereum's road so far up to this point.

    We also discuss the theory and thought-process behind Proof of Stake! Vitalik recently wrote a blog piece 'Why Proof of Stake', and we walk through this piece with him!

    Why Proof of Stake: https://vitalik.ca/general/2020/11/06/pos2020.html

    Lastly, we discuss one of Vitalik's blog pieces 'Concave and Convex Dispositions, and how these different personality types characterize Bitcoin and Ethereum, as well as the design of social groups and human governance organizations.

    Convex and Concave Dispositionshttps://vitalik.ca/general/2020/11/08/concave.html

    Other pieces mentioned: Trust Modelshttps://vitalik.ca/general/2020/08/20/trust.html ------Don't stop at the video!

    Subscribe to the Bankless newsletter programhttp://bankless.substack.com/

    Visit the official Bankless website for resourceshttp://banklesshq.com/

    Follow Bankless on Twitterhttps://twitter.com/BanklessHQ

    Follow Ryan on Twitterhttps://twitter.com/ryansadams

    Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case


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