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Latest Episodes:

ROLLUP: 2025 Crypto Meta & Predictions | ETH Roadmap Updates | DEX's Hit All Time High | Vitalik Adopts Moo Deng? Jan 03, 2025

Show notes

This week’s rollup kicks off our 5th year with exciting updates! We dive into our top 10 predictions for 2025, from AI-driven crypto market surges to ETH hitting $15K. DeFi faces new challenges with the IRS’s rule to KYC all “DeFi brokers” by 2027, while Ethereum’s “blobs” dominate as the top ETH burners. DEX volumes soared to record highs in December, and Do Kwon’s extradition to the U.S. moves forward. On a lighter note, Vitalik Buterin adopted a memecoin-inspired pygmy hippo! 🚀 Don’t miss our market updates and insights on what’s next for Ethereum this year.

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------ TIMESTAMPS & RESOURCES 00:00 Welcome To 2025

04:42 MARKETS https://farside.co.uk/?p=1518

05:55 ETF Flows https://x.com/Cointelegraph/status/1874342291114008989 https://x.com/nategeraci/status/1872415447276257654

10:07 Movers Of The Week https://imgur.com/poIQakM https://x.com/_kaitoai/status/1874830476189565343

12:40 L2 Update https://imgur.com/EC5mjnT https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362

15:57 Blobs Are Burning https://imgur.com/BsK26dr https://x.com/smyyguy/status/1873928354661085362

17:13 Record DEX Volume https://defillama.com/dexs

21:11 10 Predictions for 2025 https://x.com/pythianism/status/1869522809212543204 https://x.com/EffortCapital/status/1873192369891533193 https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/2025-crypto-market-outlook https://x.com/MikeIppolito_/status/1870938936144761211 https://x.com/galaxyhq/status/1874843463293849712 https://x.com/stacy_muur/status/1871130706157486540?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://x.com/shaughnessy119/status/1867675171487986086?s=46 https://x.com/cryptopunk7213/status/1874101935353041056?s=46 https://avc.xyz/what-will-happen-in-2025-1 https://x.com/RyanSAdams/status/1874173947731992810

38:28 New IRS KYC Rules https://home.treasury.gov/news/press-releases/jy2762 https://gordonlaw.com/learn/1099-da-revised-draft/ https://x.com/lex_node/status/1872649212804104254 https://www.galaxy.com/insights/research/irs-broker-rule-proposal-puts-defi-in-tough-spot/ https://x.com/TheCryptoCPA/status/1872714549243023830 https://x.com/fund_defi/status/1872694713108545576 https://x.com/KMSmithDC/status/1872869271660818887 https://x.com/jchervinsky/status/1873029020478292346 https://x.com/jchervinsky/status/1873746395137773816

47:30 Ethereum Expectations In 2025 https://tim.mirror.xyz/CuRtFjkujKBqVsdvCGvthiPIYaZyzNc5sWIaExw2UpE

50:37 Microstrategy Accelerates https://x.com/BitcoinNewsCom/status/1871333716511097151

51:37 Do Kwon’s Extradition https://www.theblock.co/post/332477/montenegro-justice-minister-signs-do-kwons-extradition-to-us

53:05 Vitalik Adopts Moo Deng https://x.com/KhaokheowZoo/status/1872151683700248587

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

AI ROLLUP #5: T-1 Listings Soon? | Ai16z’s Eliza #1 GitHub | Virtuals Flips Tao | Zerebro’s Creative LLM Jan 02, 2025

Show notes

Ejaaz returns to break down the unstoppable rise of AI agents in crypto alongside David for a special New Year AI Rollup, setting the stage for a massive 2025.

They explore how frameworks like Ai16z’s Eliza are accelerating multi-chain agent deployment, why Zerebro’s creative moves are redefining cultural impact, and how Virtuals’ relentless shipping is driving explosive onchain fee generation.

From autonomous agents running entire businesses to the scramble for Tier-1 exchange listings, AI x crypto is transforming both market dynamics and human imagination. Are you ready for 2025’s craziness?

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------ TIMESTAMPS & RESOURCES

0:00 Intro 3:09 Why Agents Are a Big Deal? https://x.com/defi_monk/status/1874224438146982283 12:19 Truth Terminal Christmas Album https://open.spotify.com/album/3fwNNbNN240aqAUs1Ioorv?si=iwbS1GVOSBGpm4VOVPoLzA 14:06 Agentic Dashboard & Meta https://www.cookie.fun/en/agent/virtual https://x.com/thedefivillain/status/1873857259337638091 19:49 AI Agent Fundamentals https://x.com/thehiddenmaze/status/1872041324876374024 26:13 ai16z Eliza Framework https://x.com/grantblocmates/status/1870387631978406330 https://x.com/m4t_nft/status/1873789231371317355 https://x.com/kelxyz_/status/1873914011701698784 https://x.com/cryptopunk7213/status/1872809091799875592 https://www.coingecko.com/en/coins/ai16z https://x.com/0xwitchy/status/1870752358386536610 https://x.com/jarrodWattsDev/status/1871532146697126238 50:52 Zerebro https://x.com/tintsion/status/1871385480480362610 https://x.com/jyu_eth/status/1873547159993487699 https://x.com/tintsion/status/1870333388105863552 https://x.com/tintsion/status/1869812792091611325 https://x.com/tintsion/status/1869910983604306107 https://x.com/tintsion/status/1874319644703490074 1:03:59 Virtuals https://x.com/s4mmyeth/status/1873012044787794083 https://x.com/ethermage/status/1871456186408866298 https://x.com/jdhyper/status/1872673166969171994 https://x.com/smyyguy/status/1873757142550999083 https://x.com/ethermage/status/1873665044145459442 https://x.com/storyprotocol/status/1870152680045215759 https://x.com/blknoiz06/status/1873215635662225700 1:16:43 Vader Investment DAO https://x.com/vaderresearch/status/1870114485069119888 https://x.com/VaderResearch/status/1873055088727744827 1:18:26 T1 Exchange Listings? https://x.com/s4mmyeth/status/1871148044194095400 1:22:04 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

“Why I Invested 50% of my Net Worth in Bitcoin” | Anthony Scaramucci Dec 30, 2024

Show notes

How do politics shape Bitcoin’s future? Can the U.S. adopt Bitcoin as a strategic reserve asset? Our guest today is Anthony Scaramucci, founder of SkyBridge Capital and author of the upcoming The Little Book of Bitcoin. Known for his finance acumen and brief stint in the Trump administration, Scaramucci unpacks Wall Street’s growing embrace of Bitcoin and its implications for the global economy. With bold price predictions, Scaramucci explores how Bitcoin could hit $200K and outlines the game-changing impact of blockchain on the global economy.

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------ TIMESTAMPS

0:00 Intro 5:30 Election takes 12:14 Why Harris lost the election 16:00 Did democrats learn their lessons? 23:42 Strategic Bitcoin Reserve? 26:38 US Dollar backed by Bitcoin? 30:54 US China Crypto race 37:56 Wall Street & Crypto 49:24 Paul Tudor Jones Story 51:45 Bitcoin's Price prediction for 53:35 Other Crypto Assets 54:26 Thoughts on Ether 54:47 The Book's target audience 57:23 Thoughts on Microstrategy 1:00:42 Hedging Advice 1:03:20 Closing & Disclosure

------ RESOURCES

Anthony Scaramucci https://x.com/Scaramucci

The Little Book of Bitcoin https://www.amazon.com/dp/1394286643

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

ROLLUP: Top 5 Biggest Crypto Events Of 2024 Dec 27, 2024

Show notes

The Bankless Yearly Rollup recaps 2024, a transformative year for crypto. David takes this one solo with a quick rundown of the week’s news before diving into the top 10 defining events of the year. Highlights include Bitcoin surpassing $100,000, the approval of spot Bitcoin and Ethereum ETFs, and Donald Trump’s embrace of crypto as the “Crypto President.” The episode also explores the memecoin boom, the impact of regulatory changes, and key market shifts that shaped the ecosystem. Join us for a reflective journey through a landmark year as we gear up for 2025!

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------ TIMESTAMPS & RESOURCES

00:00 Start

02:16 Markets https://farside.co.uk/?p=1518

05:37 L2 Update https://l2beat.com/scaling/activity

11:46 El Salvador Limits Bitcoin Activities https://www.theblock.co/post/331614/el-salvador-to-limit-bitcoin-activities-for-1-4-billion-deal-with-imf

15:05 Hyperliquid and DPRK https://x.com/tayvano_/status/1870960207842701358

17:47 Mo Shaikh Steps Away From Aptos https://x.com/moshaikhs/status/1869851984129569194

20:13 Hawk Tuah Memecoin https://imgur.com/pJQnQjp

22:55 Stephen Miran https://www.coindesk.com/policy/2024/12/23/trump-names-crypto-friendly-stephen-miran-as-chair-of-council-of-economic-advisers

24:21 Microstrategy Joins NASDAQ 100 https://x.com/saylor/status/1871179886036910278

25:58 30% To Raise Gas Limit https://x.com/sassal0x/status/1870638097953968158

30:18 5 - Spot ETH ETFs Approved https://www.theblock.co/post/296304/sec-approves-ethereum-etfs https://cointelegraph.com/news/blackrock-files-s1-form-for-spot-ether-etf-with-sec

36:22 4 - Spot BTC ETF Approved https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf https://www.sec.gov/newsroom/speeches-statements/gensler-statement-spot-bitcoin-011023

39:05 3 - Trump To Become Pro-Crypto President https://www.youtube.com/watch?v=IK90OHuamLg

43:43 2 - Memecoins

45:49 1 - Bitcoin Crosses $100,000 https://bravenewcoin.com/wp-content/uploads/2024/11/Bitcoin-Approaching-100k.jpg

48:07 1,000 Episodes, Thank You https://pbs.twimg.com/media/GexkjCFWEAAqMO9?format=jpg&name=small

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

"Society of AI Agents" | Jansen Teng (Virtuals Protocol) Dec 24, 2024

Show notes

Ryan and Ejaaz are joined by Jansen Teng, co-founder of Virtuals, a decentralized platform that has launched over 11,000 AI agents and generated more than $35 million in fees. Virtuals isn’t just another protocol—it’s an entirely new kind of “digital nation” where AI agents hold their own wallets, strike deals with other agents, and even hire humans to accomplish their goals.

We dive into how these agents first exploded onto the scene, why controlling their own money changes the AI game, and what “agent commerce” means for crypto at large.

------

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https://bankless.cc/RodmanLaw

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⁠

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------

TIMESTAMPS

0:00 Intro

3:12 Virtuals Impressive Stats

4:49 Jansen’s Crypto & Virtuals Journey

17:38 Luna

29:40 Agent to Agent Commerce

41:44 Virtuals Country??

51:13 Agent Policies & Rights

52:57 Base, Infrastructure, & Open-Source Decisions

1:05:17 What Jansen is Most Excited For

1:08:20 How to Get Started

1:11:13 Where Will Value Accrue?

1:14:41 Closing & Disclaimers

------

RESOURCES

Jansen Teng

https://x.com/ethermage

Virtuals

https://x.com/Virtuals_io

Luna

https://x.com/luna_virtuals

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Finding 1,000x Assets & Asymmetric Returns | Dan Morehead of Pantera Capital Dec 23, 2024

Show notes

How do you find an asset with 1000x asymmetric return? How do you find the next bitcoin?

Our guest today is Dan Morehead, founder and managing director at Pantera Capital. He has been buying bitcoin since 2013 when the price was just $65. His fund is up over 100x since then.

There’s a lot to learn from Dan’s story, about early bitcoin history, but also the pattern recognition required to identify asymmetric assets. We cover price predictions, 4 year cycles vs a supercycle, how much upside is still in crypto, the trump administration and his thoughts on a strategic bitcoin reserve

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------ TIMESTAMPS

0:00 Intro 6:00 The Email from 2013 14:15 Asymmetric Patterns 17:50 Buying Bitcoin in 2013 26:25 Onboarding Investors 32:12 Crypto's Global Adoption 37:15 Bitcoin's Escape Velocity 43:19 US Government Impact on Crypto 52:21 Global Bitcoin Race 56:14 Institutional Adoption for Crypto 1:04:37 Crypto Cycles 1:09:20 2025 Bull Market? 1:12:53 Macro Environment 1:16:50 Tokenization 1:21:18 Thoughts on AI 1:24:19 The Next Bitcoin 1:26:46 Future Plans 1:27:23 Closing & Disclaimers

------ RESOURCES

Dan Morehead https://x.com/dan_pantera

Pantera Capital https://panteracapital.com/

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

ROLLUP: Markets Turn Bearish | Trillion Dollar Bank Launches L2 | Massive Pudgy Airdrop | DeFi Drama Dec 20, 2024

Show notes

Joining us this week is Anthony Sassano! We'll explore whether the current price downturn signals the end of the bull market or just a minor hiccup in the cycle, analyze the Fed’s latest rate cuts, and assess institutional adoption trends keeping crypto’s momentum alive. Big L2 developments are making waves: Kraken’s Ink chain hits mainnet early, Deutsche Bank ventures into zkEVMs, and ENS selects Linea for scaling its Namechain. Meanwhile, Pudgy Penguins launch the PENGU token, sparking controversy and volatility. Plus, fresh insights from the 2024 Crypto Developer Report and a closer look at the Aave vs. Polygon drama. Stick around for Anthony’s On-Chain Spotify Wrapped and tips on spotting market tops!

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------ TIMESTAMPS & RESOURCES

00:00:00 Start https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/1869627735267840135

00:02:45 Market https://www.cnbc.com/2024/12/18/fed-meeting-live-updates-traders-await-december-interest-rate-cut.html https://x.com/Matt_Hougan/status/1869627735267840135

00:09:10 Where Are We In This Cycle https://www.grayscale.com/research/reports/the-state-of-the-crypto-cycle

00:12:04 ETF Flows https://farside.co.uk/?p=1518 https://farside.co.uk/btc

00:16:09 Mover Of The Week… Fartcoin? https://www.coingecko.com/en/coins/fartcoin https://www.infinitebackrooms.com/dreams/conversation-1721540624-scenario-terminal-of-truths-txt

00:26:48 Developers, Developers, Developers https://www.developerreport.com/developer-report https://x.com/MariaShen/status/1867295574242078980 https://x.com/MariaShen/status/1851702783319126277 https://x.com/RyanSAdams/status/1867324885732671778

00:34:54 Kraken Ink Chain Live https://x.com/inkonchain/status/1869417386761470219 http://inkonchain.com/dashboard

00:38:34 Deutsche Bank Announces zk L2 https://thedefiant.io/news/tradfi-and-fintech/deutsche-bank-s-1-5-trillion-project-dama-2-develops-ethereum-l2-zksync-38f6221f

00:41:32 Caroline Crenshaw Vote https://x.com/BrendanPedersen/status/1869055922238279940 https://x.com/standwithcrypto/status/1869151080300548383 https://www.citizen.org/article/support-comm-crenshaw/ https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409421 https://x.com/EleanorTerrett/status/1867301980890165398

00:47:14 Aave vs Polygon https://governance.aave.com/t/arfc-adjust-risk-parameters-for-aave-v2-and-v3-on-polygon/20211 https://x.com/DefiIgnas/status/1868612366822461817 https://x.com/sandeepnailwal/status/1869153510756909475 https://x.com/stanikulechov/status/1869182600008679563

00:54:06 Pudgy Penguins Launched Their PENGU Token https://x.com/LucaNetz/status/1869005071624904959 https://x.com/suji_yan/status/1868682237488894422 https://claim.pudgypenguins.com/ https://www.coingecko.com/en/coins/pudgy-penguins-pengu https://nftpricefloor.com/

00:58:15 Ethena Launched Its New Stablecoin https://x.com/ethena_labs/status/1868657723799470361 https://x.com/ZeMariaMacedo/status/1868673718911713602

01:00:35 Bankless Wrapped Just Launched! https://bankless.com/wrapped

01:04:37 How to Recognize Bull Market Tops? https://imgur.com/a/Vaw3TSW

01:10:42 Check Out The Daily Gwei Shoutout to The Daily Gwei for Ethereum-focused insights and updates. https://www.youtube.com/@TheDailyGwei

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

AI ROLLUP #4: Agents Order Pizza | Eliza x Stanford | Virtuals $35M Fees | Zerebro Staking ETH Dec 19, 2024

Show notes

Ejaaz returns to break down the latest surge in AI Agent innovation alongside Ryan this week, covering the rapid evolution at the intersection of crypto and AI.

They explore how AI agents are making onchain payments to each other, autonomously ordering real-world goods, and even running their own Ethereum validators. They also dive into the new frameworks and partnerships—like ai16z’s collaboration with Stanford and Virtuals’ explosive growth—propelling these agents into cultural, economic, and infrastructural prominence.

Will autonomous AI agents fundamentally reshape crypto market dynamics, creating new paradigms for value and coordination that spark unprecedented growth?

Follow Ejaaz on Twitter: https://x.com/cryptopunk7213

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🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku

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------ TIMESTAMPS & RESOURCES

0:00 Intro 2:04 AI Agent Bull Case https://x.com/ai16zdao/status/1868105247056683129 5:46 Chris Dixon’s Read, Write, Own (Automate?) 9:20 AI Ordering Pizza https://x.com/ropirito/status/1867013533243769100 12:23 AI Ordering Toilet Paper https://x.com/AgentTankLive/status/1868704493157884289 16:16 Agent to Agent Commerce https://x.com/ethermage/status/1868687530742460750 23:05 Bankless $500 Agent Tip https://x.com/simulacrumai/status/1867230651075768533 26:13 Virtuals Growth https://imgur.com/a/2Y79V3P https://x.com/ethermage/status/1867616462019678708 https://x.com/virtuals_io/status/1868648756591391115 https://x.com/s4mmyeth/status/1868397655497613561 35:49 AI16z’s Eliza Labs Stanford Partnership & v2 Details https://x.com/shawmakesmagic/status/1867721347406999917 https://x.com/ai16zdao/status/1868689379344195680 45:35 Arc https://x.com/dv_memetics/status/1866670277440020570 https://x.com/0thtachi/status/1867337171595911473 https://x.com/arcdotfun/status/1867206440206696520 https://x.com/shawmakesmagic/status/1867799462787293244 https://x.com/0xcygaar/status/1868072783089127516 49:40 Zerebro Runs an Ethereum Validator https://x.com/tintsion/status/1867293794112344080 https://open.spotify.com/track/6G3XpKtoIoS7WpiuzeMBau?si=cd62150670cc4dfb 57:17 Top Emerging Trends https://x.com/ropirito/status/1867282256672567517 https://x.com/aimonicabrands/status/1867281243265806732 https://x.com/Defi0xJeff/status/1867976166201774265 1:07:15 Lightning Round of Cool Shit This Week https://x.com/cookiedotfun/status/1867268954831695909 https://x.com/getmasafi/status/1867379305334153702 1:11:17 Homework to Learn More About AI Agents https://www.bankless.com/ai-agents https://x.com/yb_effect https://x.com/S4mmyEth https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151 1:14:22 Closing & Disclaimers

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

Why Bubbles are Good | Byrne Hobart Dec 18, 2024

Show notes

How can economic bubbles be good for the world?

Byrne Hobart is a financial analyst known for his newsletter "The Diff" which covers tech, trends and economics. Byrne has been on the periphery of crypto for longer that this podcast has existed

In this podcast we discuss the book he has co-authored, Boom: Bubbles and the End of Stagnation, where he makes the case for why human progress has stagnated and why speculative bubbles might be the only way out.

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------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/podcast/debrief-the-byrne-hobarts-interview

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠ 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield

🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku

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------ TIMESTAMPS

0:00 Intro 7:29 Byrne’s Crypto Background 10:13 Bitcoin Inception 28:17 Blockspace Economics 34:20 BOOM Thesis 45:35 The Great Stagnation 1:16:46 Civilizational Risk 1:32:31 Good Bubbles vs Bad Bubbles 1:40:04 Identifying the Next Bubble 1:47:53 Closing & Disclaimers

------ RESOURCES

Byrne Hobart https://x.com/ByrneHobart

Boom: Bubbles and the End of Stagnation https://a.co/d/f7m2OG8

The Diff Newsletter https://www.thediff.co/

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

Investing in AI, Crypto, & Tech in 2025 | Elad Gil Dec 16, 2024

Show notes

What are the best investing opportunities in Tech for 2025?

Elad Gil is one of silicon valley's legendary investors. He's backed 40 unicorns including Airbnb, Coinbase, Figma and Stripe to name a few. He's super active in AI and hosts the no priors podcast which is like Bankless but for AI.

In this conversation, Elad explores the state of AI and how the industry is evolving, what he thinks about Crypto. and why he’s bullish on Tech in general given the new United States political administration.

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------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 ⁠

🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty

🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠ 📈 iYield: YOUR FINANCIAL PICTURE, SIMPLIFIED https://bankless.cc/iYield

🔒 SAFE | INTRODUCING SAFENET https://bankless.cc/SAFE

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------ TIMESTAMPS

0:00 Intro 6:02 AI in 2024 8:21 The Future of AI 12:35 Where are we on the S Curve? 17:38 AI vs Other Tech Revolutions 20:23 Are we in a Bubble? 23:59 Evolution of AI 29:06 AI x Crypto 34:12 Centralized vs Decentralized AI 37:46 AI Agents 42:32 Doomsday Scenario 47:16 Raw Crypto 52:28 Order of Trends 55:06 Silicon Valley on Crypto 58:14 Crypto Founders vs Tech Founders 1:01:27 Politics & Tech 1:14:36 Advice for 2025 1:17:13 Closing & Disclaimers

------ RESOURCES

Elad Gil https://x.com/eladgil

Elad Gil Website https://eladgil.com/

No Priors Podcast https://www.youtube.com/@NoPriorsPodcast

Prime Open sources their 10B parameter training run https://x.com/PrimeIntellect/status/1862607165669900407

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