Bankless

Latest Episodes:

Trump, Tariffs & The Dollar’s Fate: Lyn Alden’s Macro Predictions for 2025 Feb 10, 2025

Show notes

The 2024 U.S. election has reshaped the macro landscape, and few understand its implications better than Lyn Alden.

She joins Bankless to discuss the impact of Trump’s policies on the dollar, Bitcoin, and global markets. From fiscal dominance and trade wars to the possibility of a new Plaza Accord and the role of Bitcoin in sovereign reserves, this episode covers the key macro trends that will shape 2025 and beyond.

Will Trump’s economic agenda lead to a weaker dollar and lower interest rates? What does it mean for Bitcoin and risk assets? Tune in to find out.

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------ TIMESTAMPS

0:00 Intro 4:03 Trump’s Policies 15:52 Dollar Strength 24:11 Plaza Accord 2.0 29:59 Inflation 33:25 Tariffs 37:50 Interest Rates 47:32 Monetary Policy 56:06 Impact on Stocks & Crypto 59:33 Bitcoin as a Reserve Asset 1:06:32 Energy Policy 1:07:58 Closing Thoughts

------ RESOURCES

Lyn Alden https://x.com/LynAldenContact

Lyn Alden Newsletter https://www.lynalden.com/

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

ROLLUP: U.S. Crypto Task Force | Ethereum L1 Is Scaling | Microstrategy's Record BTC Buy | Uniswap v4 | Berachain's Massive Airdrop Feb 07, 2025

Show notes

This week on Bankless Weekly Rollup, we explore major crypto updates from Berachain’s mainnet launch and the rollout of its BERA token, to Uniswap V4’s new features and hooks that are shaking up decentralized trading. The episode delves into market dynamics including SEC moves led by Hester Peirce, Microstrategy’s rebranding, and the impact of US tariff actions on global trade. We also unpack Ethereum’s scaling upgrades and discuss the innovative strategies behind emerging DeFi protocols. Tune in for an in-depth look at the evolving crypto landscape and the key developments driving the space.

Thanks to Mike Ippolito for joining us: https://x.com/MikeIppolito

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------ TIMESTAMPS & RESOURCES 00:00:00 Start

00:03:57 Why We Dumped, Again https://www.whitehouse.gov/fact-sheets/2025/02/fact-sheet-president-donald-j-trump-imposes-tariffs-on-imports-from-canada-mexico-and-china/ https://x.com/benbybit/status/1886393172152156604 https://x.com/KobeissiLetter/status/1886373316249649437

00:15:33 L2 Updates https://x.com/ak47ink/status/1882228296626458970 https://blog.kraken.com/product/staking/new-us-staking

00:18:06 Microstrategy Rebrands to ‘Strategy’ https://www.bankless.com/read/microstrategy-rebrands-to-strategy https://x.com/saylor/status/1887229546199462309

00:19:28 The $20 Billion Dollar Bid https://x.com/MikeIppolito_/status/1887274787677913457 https://www.tradingview.com/chart/V7YvdegA/?symbol=NASDAQ%3AMSTR https://x.com/SemlerEric/status/1886764609924948349

00:26:31 US Lawmakers Plan For Digital Assets https://x.com/BanklessHQ/status/1886876049113588156

00:28:06 New Stablecoin Bill https://x.com/SenLummis/status/1886887005113790866

00:35:07 SEC Creates Crypto Task Force https://www.sec.gov/newsroom/speeches-statements/peirce-journey-begins-020425 https://x.com/HesterPeirce/status/1886864054477815861 https://x.com/AlexanderGrieve/status/1886869439293067404 https://x.com/EricBalchunas/status/1886910308762980788 https://www.sec.gov/newsroom/press-releases/2025-36 https://x.com/NateGeraci/status/1886870066924245297

00:42:42 Uniswap V4 Is Live! https://x.com/Uniswap/status/1885329579495080248?t=Twla8zs17AxKhHl4DKSkQA&s=19 https://x.com/TrustlessState/status/1885349829091459354 https://x.com/angstromxyz/status/1885011791761068427 https://x.com/flaunchgg/status/1878879274566107323 https://x.com/whetstonedotcc

00:49:41 Berachain Token Launch https://x.com/berachain/status/1887178672995537236 https://www.coingecko.com/en/coins/berachain

00:57:51 ETH To Increase Gas Limit https://x.com/data_always/status/1886573645687935463?s=46 https://x.com/VitalikButerin/status/1886579901039337759

01:01:38 Loss Of Ultra Sound https://ultrasound.money/ https://x.com/drakefjustin/status/1887108667675124174

01:08:02 Thanks To Mike

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

AI ROLLUP #10: 70% AI Market Crash | Fair-Launch Tokens Good or Bad? | Virtuals’ $2M Fiscal Policy | Coinbase AI Hackathon Feb 06, 2025

Show notes

David and Ejaaz dissect the latest in AI crypto markets after a ruthless 70% drop, weighing whether it’s just a temporary setback or a major reset. Arc and Fartcoin show surprise rebounds, Virtuals unveils a $2M “fiscal policy” to fund agent innovation, and Coinbase’s AI hackathon spotlights a future swarming with yield-bots and marketing agents. Meanwhile, Freya’s vision of sovereign on-chain AI may mark the next frontier. If you’re tracking the evolution of agents, markets, and where crypto’s AI boom goes next, this episode is a must-listen (as always, anon). ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:

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------ TIMESTAMPS & RESOURCES

0:00 Intro

0:41 AI Crypto Mindshare https://www.cookie.fun https://x.com/S4mmyEth/status/1886429346488791099 https://x.com/DV_Memetics/status/1886452402154316257 https://x.com/0xnairolf/status/1886756102928269748

15:13 Fair-Launch Tokens Good or Bad? https://x.com/shawmakesmagic/status/1886829695343161494

25:30 Virtuals Nation Fiscal Policy https://x.com/virtuals_io/status/1884938359573000665 https://x.com/vaderresearch/status/1885311150277222641

35:10 Coinbase Hackathon https://x.com/CoinbaseDev/status/1886468701689631006

42:54 OpenAI’s Deep Research Agent https://x.com/sama/status/1886220046864671067 https://x.com/Felipe_Millon/status/1886205433469178191

50:52 Freysa https://x.com/chappieonchain/status/1886427494632276127 https://youtu.be/E4yRpY0o0Xs?si=vVd200CKk1GPFVqM&t=2900 59:32 EigenLayer Verifiable Agents https://x.com/eigenlayer/status/1886880694019788973

1:04:18 Voice-Enabled Agents Next Meta? https://x.com/cryptopunk7213/status/1885692491095036019 https://x.com/soulgra_ph/status/1884748450534993924 https://x.com/bcsmithx/status/1884751516399206455 https://x.com/agenttanklive/status/1885032386121138325 https://x.com/limitusintel/status/1886466941268975811

1:11:22 Reflection of 10 Weeks of AI Rollup

1:12:37 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

Tariffs, Trump, & Bitcoin Endgame | Jeff Park Feb 05, 2025

Show notes

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:

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------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27 ------ TIMESTAMPS

0:00 Intro 2:40 Trump Tariffs & Bitcoin Connection 4:09 Fiscal Deficit Benefits 7:28 Plaza Accord 1.0 & 2.0 14:12 Tariffs Now vs. 8 Years Ago 16:55 What Happens Next? 19:36 Lowering 10-Year Rate 22:10 Fiscal Dominance Policy Control 23:28 The Triffin Dilemma 29:01 Bitcoin’s Impact 32:16 Trump Advocation of Bitcoin 35:10 Crypto & Real Estate 37:06 Eric Trump’s ETH Tweet 39:22 10-Year Yield Rate Lowering Invetitabilty 42:07 Bitcoin & Other Crypto Risk Assets 47:17 Bitwise’s Dogecoin ETF 50:05 Closing & Disclaimers

------ RESOURCES

Jeff Park https://x.com/dgt10011

Jeff Park’s Thread https://x.com/dgt10011/status/1886125163642552606

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

Can Pudgy Penguins Flip DOGE? | Luca Netz Feb 03, 2025

Show notes

In this episode of Bankless, Luca Netz, CEO of Pudgy Penguins, explores how meme coins are evolving beyond speculation. We discuss Pengu’s launch on Solana, Pudgy Penguins’ expansion into retail and gaming, and how GIFs with 300M+ daily views are driving mass adoption. Luca also shares why meme coins can be real brands and what’s next for Pudgy’s growing ecosystem.

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------ TIMESTAMPS

00:00:00 Intro 00:03:53 Opinion on Pengu token and its competitor 00:08:03 Reformatting the idea of a memecoin 00:12:32 Pudgy Penguins aren't just memes 00:16:09 Solana competitor vs Pengu 00:20:03 Impact of 30 Billion views on the GIFs on the brand 00:22:56 How does the GIFs system work? 00:25:27 GIFs working principle 00:27:13 Big brands doing SEO on GIFs 00:28:38 Non-crypto people using Pudgy GIFs 00:31:59 Physical Products of Pudgy Penguins 00:36:50 Other components of expanding the brand 00:38:56 How big is the conglomerate? 00:39:26 Choosing Solana L1 over L2 00:45:27 Where does Base stand in the algorithm? 00:51:26 Some thoughts on Ethereum's current state 00:55:32 Abstract Chains 01:02:58 Pudgy Penguins' relation with Abstract Chains 01:04:18 Closing & Disclaimers

------ RESOURCES

Luca Netz https://x.com/LucaNetz

Pudgy Penguins https://pudgypenguins.com/

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

ROLLUP: Bitcoin on the US Balance Sheet? | Trump's US Crypto Stockpile | Banks Can Now Custody Crypto | Venice AI's Massive Airdrop Jan 31, 2025

Show notes

Joining us this week is Haseeb Qureshi who is here to help walk us through this week’s Weekly Rollup. We cover the major shift in the U.S. government’s stance on crypto, as Trump signs an executive order that establishes a national digital asset stockpile working group and bans CBDCs. The SEC also revokes SAB121, clearing the way for banks to custody crypto. Meanwhile, Venice AI’s token launch made waves, and Abstract Chain went live with a focus on creators and streamers. In markets, Nvidia’s $600B plunge rattled investors, and the Czech National Bank considers adding Bitcoin to its reserves. Plus, Gary Gensler lands a new job—back at MIT.

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------ TIMESTAMPS & RESOURCES 00:00:00 Start

00:02:10 NVDA and Deepseek Selloff https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html

00:08:26 Why It Sold Off https://x.com/DavidSacks/status/1883935713877782884

00:10:56 Markets 00:12:28 Why is The Vibe So Off? https://x.com/intocryptoverse/status/1884408180014186958?s=46

00:16:53 Bitwise Files For Doge ETF https://x.com/EricBalchunas/status/1884349554256142735

00:21:01 Powell On Cutting Rates https://www.cnbc.com/2025/01/29/fed-meeting-live-updates-traders-await-fed-chair-powells-comments.html https://x.com/WatcherGuru/status/1884699251860553789

00:24:30 US Strategic Crypto Reserve? https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology/ https://x.com/Geiger_Capital/status/1882534611693211932

00:29:21 Czech And Norway Invest In BTC https://x.com/DavidFBailey/status/1884491705841508708 https://x.com/BitcoinMagazine/status/1884901420677386243

00:33:28 SAB121 Repeal https://x.com/hesterpeirce/status/1882562977985114185?s=46 https://x.com/saylor/status/1882565582870270241?s=46

00:37:02 New Treasury Secretary https://x.com/USTreasury/status/1884377788263633262

00:38:48 Gary Returns To MIT https://mitsloan.mit.edu/press/former-sec-chair-gary-gensler-named-professor-practice-mit-sloan-school-management

00:44:01 Venice AI Token Launch https://x.com/AskVenice/status/1883925135825990091 https://x.com/ErikVoorhees/status/1883992467151663415 https://x.com/CoinbaseAssets/status/1884041161708356000 https://x.com/TrustlessState/status/1884320943008538781

00:49:08 Abstract Chain Mainnet Launch https://x.com/AbstractChain/status/1883939915169423777 https://x.com/pudgypenguins/status/1884708668366545143

00:50:33 Symbiotic https://x.com/symbioticfi/status/1884266642416492713

00:52:48 TRUMP Token, Good And Bad https://x.com/hosseeb/status/1883466906080088478?s=46 https://x.com/Jesseeckel/status/1884615422521020626

00:58:02 TRUMP Is A Celeb Coin https://www.bloomberg.com/news/articles/2025-01-28/trump-s-memecoin-can-now-be-used-to-buy-watches-and-sneakers

01:03:45 Haseeb’s Podcast And Parting Advice ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

AI ROLLUP #9: $6M DeepSeek Shocker | $500B AI Push | Venice’s Billion-Dollar Airdrop | Solana DEX Record Jan 30, 2025

Show notes

Ejaaz and David reunite to unpack the DeepSeek shockwave: how a mere $6M open-source AI model rattled OpenAI’s dominance, nudged Nvidia’s stock, and sparked a fresh “arms race” in crypto AI. Meanwhile, Trump’s massive AI funding pledge and Solana’s record DEX volumes signal that the space might be heading for its biggest bull run yet.

On the builder side, ARC’s rust-based agents partner with the Solana Foundation, AI16Z launches a $10M fund, and Virtuals teases multi-chain expansions that could redefine how agent tokens earn revenue. Between China’s fast breakthroughs and America’s big AI bets, the race to integrate AI and crypto has never been hotter. Buckle up, anon.

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------ TIMESTAMPS & RESOURCES

0:00 China & DeepSeek

12:43 Why Markets Rattled https://en.wikipedia.org/wiki/Jevons_paradox

24:32 OpenAI & Perplexity Agent Products https://x.com/OpenAI/status/1882509286439637448 https://x.com/perplexity_ai/status/1882466239123255686 https://x.com/sama/status/1884066337103962416

34:12 AI Agent Chain Wars

39:42 Virtuals is expanding to SOLANA! https://x.com/virtuals_io/status/1883107553183162507 https://x.com/state_of_mika/status/1883107601183048078 https://x.com/vaderresearch/status/1883597990830731678 https://www.lookonchain.com/articles/1035

53:01 AIXBT is becoming a product https://x.com/aixbt_terminal/status/1882755705586982969

56:01 VeniceAI launches a token that pays for your agent’s expenses https://x.com/askvenice/status/1883925135825990091 https://x.com/iampaulgrewal/status/1884051994324947001

1:03:13 Griffain now has a Shopify integration for their agents https://x.com/griffaindotcom/status/1883230795764322328

1:05:22 ARC partnered with Solana https://x.com/arcdotfun/status/1884325639047819476

1:06:36 Ai16z $10M x Jupiter Fund & Rebrand? https://x.com/shawmakesmagic/status/1883124194013319340 https://x.com/shawmakesmagic/status/1884376511391674742

1:08:45 What is Ejaaz paying attention to?

1:10:02 Closing & Disclaimers

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

DeepSeek R1 & The Short Case For Nvidia Stock | Jeffrey Emanuel Jan 28, 2025

Show notes

China’s new DeepSeek AI model, which reportedly matches GPT-4’s performance at 1/45th the cost, has rattled the AI hardware market and contributed to a 20% dip in Nvidia’s stock price. Investor-technologist Jeffrey Emanuel argues that DeepSeek’s efficiency gains aren’t the only story, as his viral 12,000-word article “The Short Case for Nvidia Stock” also catalyzed the market’s panic. In this episode, we explore how these converging factors could unbundle Nvidia’s once-unassailable lead and drastically reshape AI compute economics.

Jeff's Article: https://youtubetranscriptoptimizer.com/blog/05_the_short_case_for_nvda
Jeff on X: https://x.com/doodlestein

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------ TIMESTAMPS 00:00 Start 05:20 Intro To Jeff 07:27 The Issue With DeepSeek 16:00 Inference Compute Explained 24:51 Nvidia's Competition 29:14 DeepSeek's Impact On Valuations 36:46 Criticism Around Jeff's Thesis 44:17 DeepSeek's 45x Upgrade 51:30 The Transformer Explained 01:03:15 Why Is Everyone Shocked? 01:12:07 Synthetic Data 01:21:30 Why Jeff's Article Went Viral

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Superagency: The Bull Case for AI | Reid Hoffman Jan 27, 2025

Show notes

In this episode of Bankless, Reid Hoffman, co-founder of LinkedIn and author of Super Agency, explores how AI is set to transform humanity and amplify individual potential. We dive into Hoffman’s vision of “super agency,” We examine AI's potential to democratize technology and reshape society, along with an analysis of four distinct perspectives on its impact: pessimistic, cautious, ambitious, and balanced. Hoffman shares lessons from past tech revolutions, the risks of AI misuse, and how innovation can unlock a more optimistic future.

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🎮RONIN | THE FUTURE OF WEB3 GAMING https://bankless.cc/Ronin

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------ TIMESTAMPS

00:00:00 Intro 00:09:10 Is superagency a superpower? 00:11:09 How to identify a humanoid AI agent? 00:13:28 Which people will get this AI superpower? 00:17:22 Propagation of AI 00:18:47 AI religions 00:24:31 Zoomers are e/acc? 00:25:56 Thoughts on Gloomers 00:29:09 Mainframe computers' relation with today's AI 00:37:03 Negative and positive impacts of AI 00:50:28 Benefits of AI to the average citizen 00:52:58 What if AI misuses/sells our data? 00:59:31 How AI will deliver value worth millions 01:02:17 Why innovation is safety 01:05:59 AI choices shaping our freedom? 01:10:07 America’s approach towards AI 01:12:27 Is AI overhyped? 01:14:05 Closing & Disclaimers

------ RESOURCES

Reid Hoffman https://x.com/reidhoffman

Blitzscaling https://www.blitzscaling.com/

Super Agency https://www.superagency.ai/

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ROLLUP: Trump's Massive Memecoin | Ethereum Ecosystem Drama | Ross Ulbricht Freed | Phantom Wallet Worth $3B? Jan 24, 2025

Show notes

In this week’s Bankless Weekly Rollup, David is joined by Eric Conner to unpack a whirlwind week in crypto. Highlights include Trump’s explosive entry back into the Oval Office, launching a $50B memecoin on Solana, a full pardon for Ross Ulbricht, and pro-crypto cabinet appointments. Meanwhile, the Ethereum Foundation faces internal drama as Vitalik declares “wartime mode” amidst leadership restructuring. We also dive into Solana’s soaring ecosystem, BlackRock’s massive Bitcoin buys, and the SEC’s shakeup with new pro-crypto initiatives. It’s a week of big moves, bigger drama, and major market shifts!

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------ TIMESTAMPS & RESOURCES

00:00:00 Intro

00:02:30 Markets https://farside.co.uk/?p=1518 https://blog.coinshares.com/volume-217-digital-asset-fund-flows-weekly-report-02c0bf3c093d https://youtu.be/nWPRFNVs6XY?si=YEOfBSUlqGmNJD7B