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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:
    Ryan Selkis Shares His 2024 Crypto Predictions Dec 19, 2023
    Show notes

    Joining us today is Ryan Selkis, who is here to walk us through his crypto thesis for 2024.

    We cover big investment themes, people to watch, the future of stablecoins, policy takes and so much more in this wide ranging episode.

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku

    🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs

    ------ TIMESTAMPS

    00:00:00 Intro 00:05:11 Recapping 2023 00:07:50 Are We In A Bull Market? 00:12:09 Investment Trends 00:16:48 BTC ETF Winners 00:20:03 Ether 2024 Predictions 00:26:57 BTC Security Model 00:33:06 Investment Strategy 00:36:56 VC and Private Markets 00:42:28 IPO's and M&A's 00:45:04 People To Watch 00:50:56 Why Does Elizabeth Warren Hate Crypto? 00:57:54 Grayscale 01:04:55 Products to Use in 2024 01:07:00 USDC Flips USDT? 01:11:32 Coinbase and BASE 01:15:46 Crypto Money 01:21:17 Privacy 01:27:54 How Crypto Wins In The US 01:40:07 The Political Bull Case 01:44:42 What's Most Exciting

    ------ RESOURCES

    Ryan Selkis https://twitter.com/twobitidiot

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


    201 - Garry Kasparov on Why Freedom Always Wins Dec 18, 2023
    Show notes

    ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-garry-kasparov

    ----- Chess Legend and Freedom Fighter Garry Kasparov on AI, Geopolitics, and Crypto.

    One of the first people to experience machine intelligence in a profound way–greatest chess player in the world when he lost a match to IBM computer program Deep Blue in 1997—since then, humans have never been able to beat machines in a game of chess.

    The theme of this episode is Freedom. Garry’s optimism shines through on this topic. With experience in Geopolitics, Artificial Intelligence, and Human Rights, Garry Kasparov might just be the perfect guest to guide us through some very challenging topics that will likely define the rest of this decade, and beyond.

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ----- 🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku

    ------ TIMESTAMPS

    0:00 Intro 9:00 Gary’s Background 20:45 Chess & AI 24:38 e/acc vs. d/acc 28:53 AI & Human History 37:40 Russia & Freedom 49:25 Can Democracy Win? 56:32 Defining Evil 59:31 Garry on Crypto 1:03:00 Leadership 1:08:50 Biggest Threat to Freedom? 1:17:53 Crypto & Human Rights 1:21:01 Garry’s Human Rights Fight 1:29:15 Garry’s Advice 1:33:05 Closing & Disclaimers

    ------ RESOURCES

    Garry Kasparov https://twitter.com/Kasparov63

    Human Rights Foundation https://hrf.org/

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


    ROLLUP: Fed Pivot | Ledger Scare | New Warren Bill | Airdrop Szn Dec 15, 2023
    Show notes

    Bankless Weekly Rollup 2nd Week of December 2023

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ----- 🌐 Layer Zero V2 Launch https://bankless.cc/LayerZeroLabs

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku

    ------ TIMESTAMPS & Resources

    0:00 Intro

    3:55 Markets https://blockworks.co/news/satoshi-nakamoto-last-online https://ultrasound.money/ https://www.coingecko.com/en/global-charts https://l2beat.com/scaling/summary https://www.coingecko.com/

    11:55 The Fed Pivots & Predictions https://www.nytimes.com/2023/12/13/business/economy/federal-reserve-interest-rates.html https://www.bloomberg.com/news/newsletters/2023-12-13/fed-s-powell-leans-into-rate-cuts-stok https://x.com/BloombergTV/status/1735029792511082982 https://imgur.com/UR6UhrA https://imgur.com/gJeKA0J https://twitter.com/twobitidiot/status/1733315999615574391 https://twitter.com/RasterlyRock/status/1734956139580936658

    22:53 Airdrop Szn https://x.com/StarknetFndn/status/1733101666357100992 https://x.com/LayerZero_Labs/status/1732862812710449466 https://x.com/TrustlessState/status/1730623451323322383 https://www.coingecko.com/en/coins/celestia https://x.com/wronguser000/status/1734894958497181939 https://x.com/RyanSAdams/status/1733244396303163462

    27:52 Ledger Scare https://x.com/bantg/status/1735279127752540465 https://x.com/hudsonjameson/status/1735283602340843757 https://twitter.com/Mudit__Gupta/status/1735301007188406681

    32:00 Elizabeth Warren Bill https://x.com/BitcoinMagazine/status/1732844381143539725 https://twitter.com/NeerajKA/status/1734305528187109584

    41:09 Pudgy World https://twitter.com/pudgypenguins/status/1733672528453705819 https://www.pudgyworld.com/ https://twitter.com/icebergy_/status/1733682163692769491

    42:54 Coinbase’s Project Diamond https://www.coinbase.com/blog/coinbase-and-coinbase-asset-management-announce-project-diamond-a-smart https://blockworks.co/news/coinbase-responsible-defi-development

    45:00 VanEck $HODL BTC ETF https://x.com/EricBalchunas/status/1733126301622435881

    46:42 Cheap L2s https://twitter.com/EclipseFND/status/1734966671457329478 https://x.com/Immutable/status/173505808602364326

    49:00 The IRS wants $24B from FTX… BEFORE the creditors https://www.theblock.co/post/267102/ftx-says-irs-demand-for-24-billion-in-unpaid-taxes-is-delaying-recovery-of-user-funds https://twitter.com/mdudas/status/1734323699187155171 https://x.com/GaryGensler/status/1733231711725527217

    55:23 Meme of The Week https://imgur.com/GE7iZOL https://twitter.com/route2fi/status/1733250454560141455

    57:29 Closing & Disclaimers https://bankless.com/disclosures

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


    Kraken's CEO on Their Battle Against The SEC Dec 14, 2023
    Show notes

    Kraken is one of the two most important exchanges in the US right now, it's also an essential bridge across many other jurisdictions. Recently Kraken has come under fire by the SEC for the second time this year.

    In today’s episode we're joined by Kraken CEO, Dave Ripley. Dave walks us through what it's like to take the reigns of one of the largest US crypto exchanges and how he plans to navigate the constant battles they have to face from US regulators.

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

    ------ TIMESTAMPS

    00:00 Intro 04:27 Regulatory Action Around Kraken 09:27 Is This a PR Stunt By The SEC? 11:31 "Co-Mingling Funds" & Fighting The SEC 16:28 Hostility Towards Crypto 21:03 Leaving The US? 24:32 Getting To Know the New CEO 28:50 Finding Bitcoin In 2013 32:48 Kraken Values 38:40 Custody & Proof Of Reserves 42:18 Kraken Endgame

    ------ RESOURCES

    Dave Ripley: https://twitter.com/DavidLRipley

    Why Kraken: https://www.kraken.com/why-kraken

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


    VanEck’s 2024 Crypto Predictions with Matthew Sigel Dec 12, 2023
    Show notes

    In today’s episode, Matthew goes over VanEck’s 15 hottest 2024 crypto predictions report. Matthew Sigel is the Head of Digital Assets Research at VanEck and has been since 2021.

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

    ------ TIMESTAMPS

    0:00 Intro 4:55 VanEck Predictions Origin 5:53 Recession & Spot BTC ETF 8:06 4th Bitcoin Halving 11:45 BTC All-Time High 14:15 Ethereum Flip Bitcoin? 18:38 Post-EIP-4844 L2 Capture 22:26 NFT Activity Rebound 24:33 Binance 28:05 Stablecoin Market Cap 32:16 DEX’s All-Time Highs 37:17 Bitcoin Yield? 40:49 Blockchain Gaming 43:20 Solana Outperforms ETH 47:15 DePin 53:05 Corporate Holding Upside 56:24 DeFi & KYC 1:03:31 Closing & Disclaimers

    ------ RESOURCES

    Matthew Sigel https://twitter.com/matthew_sigel

    VanEck Predictions Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-15-crypto-predictions-for-2024/#us-recession-arrival-and-debut-of-spot-bitcoin-etfs

    VanEck Solana Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-vanecks-base-bear-bull-case-solana-valuation-by-2030/

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


    200 - Vitalik Buterin's Philosophy: d/acc Dec 11, 2023
    Show notes

    ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-vitalik-philosophy

    ------ This past year there’s been a great societal wide debate: Tech-acceleration (e/acc) vs deacceleration.

    Should we continue the path toward AI or are the robots going to kill us? We’ve been hoping Vitalik would weigh in on this debate ever since our episode Elizer Yudkowski —now he has, so what’s Vitalik’s probability of AI doom?

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

    ------

    0:00 Intro 3:50 The Technology Conversation 15:30 The Accelerationist View 30:30 The AI Problem 38:30 8 Year Old Child 44:00 AI Doom 51:00 d/acc 1:08:30 Improving the World 1:16:45 e/acc 1:20:30 Crypto Tribes 1:27:00 Direction and Priorities 1:30:50 Closing Optimism

    ------ Resources:

    Vitalik's Techno-Optimism: https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html

    Tweet Thread: https://x.com/VitalikButerin/status/1729251808936362327?s=20

    Techno-Optimist Manifesto: https://a16z.com/the-techno-optimist-manifesto/

    ------ More content is waiting for you on Bankless.com 🚀 https://bankless.cc/YouTubeInfo


    ROLLUP: Bull Market is Here | $JTO Airdrop | Capitol Hill Crosshairs Dec 08, 2023
    Show notes

    Bankless Weekly Rollup 1st Week of December, 2023

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ----- 🌐 AEVO's Options and Perps DEX https://bankless.cc/aevo

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING https://bankless.com/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.com/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.com/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

    ------

    TIMESTAMPS & Resources

    0:00 Intro

    04:00 Markets https://pro.kraken.com/app/trade/btc-usd https://www.bloomberg.com/news/articles/2023-12-04/bitcoin-btc-hype-machine-goes-into-overdrive-as-token-surges-past-42-000?embedded-checkout=true https://pro.kraken.com/app/trade/eth-usd

    06:36 Spot ETF Dates https://twitter.com/JSeyff/status/1730606890319532389

    09:28 Altcoins Exploding https://www.coingecko.com/en/coins/bonk https://www.coingecko.com/en/coins/beam-2 https://x.com/0xferg/status/1732546634536640694?s=20 https://x.com/BanklessHQ/status/1732542939736215638?s=20

    12:55 Blockchain Fees https://cryptofees.info/ https://vxtwitter.com/WuBlockchain/status/1732213564696617018?s=20 https://mempool.space https://dune.com/dataalways/ordinals

    14:52 NEAR https://x.com/NEARProtocol/status/1730585506314862949?s=20

    16:49 Vibecession https://twitter.com/Dictionarycom/status/1730345974957023355 https://twitter.com/SimonWDC/status/1731720857578328492

    22:50 Jito Airdrop https://www.coinbase.com/advanced-trade/spot/JTO-USD https://x.com/jito_sol/status/1732794280618668363?s=20 https://jito.network/airdrop https://x.com/Dogetoshi/status/1732775546071711939?s=20 https://x.com/usgoose/status/1732801746416619585?s=20 https://www.bankless.com/airdrop-hunter

    27:49 Treasury Attacks Crypto https://x.com/CoinDesk/status/1731038228902228012?s=20 https://www.coindesk.com/policy/2023/11/29/stablecoins-such-as-tether-may-be-in-us-sights-top-us-treasury-official-warns/ https://twitter.com/neerajka/status/1730298060645736883?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/CampbellJAustin/status/1729693478232215923?s=20

    33:05 Jamie Dimon and Liz Warren Bash Crypto https://twitter.com/BanklessHQ/status/1732473232735809916

    39:08 Coinbase Wallet Upgrades https://twitter.com/CoinbaseWallet/status/1732091130169176510

    40:15 SAFE Updates https://twitter.com/safe/status/1732037206343290981

    40:32 Zora https://twitter.com/ourZORA/status/1729908093902033062

    40:59 Matcha https://x.com/matchaxyz/status/1732070138281918806?s=20

    41:58 Stakewise v3 https://twitter.com/stakewise_io/status/1729530659566149762

    42:57 Mantle https://twitter.com/0xMantle/status/1731616189473046532

    44:03 Eigen Layer https://www.blog.eigenlayer.xyz/eigenda-layer-n/ https://twitter.com/eigenlayer/status/1732477811628405032

    48:27 Do Kwon Coming to The US https://twitter.com/DeItaone/status/1732789392417186111

    50:50 Meme of The Week https://twitter.com/Smacaud1/status/1731739370376335459?s=20

    Moment of Zen https://www.reddit.com/r/funny/comments/18ccm7o/why_sam_bankman_fried_got_caught/

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


    What is Celestia ($TIA)? Unpacking Modular Blockchains Dec 07, 2023
    Show notes

    Celestia’s token ($TIA) just dropped. Highlighted by its modular data availability network the crypto community has showed a lot of excitement around this launch.

    Why? What is so valuable about Celestia? What is its vision for crypto? How, if successful, will Celestia change the crypto landscape?

    Today, on Bankless We’re talking to two Celestia CoFounders Mustafa and Ismail to explore the thesis behind Celesia. So, strap yourselves in, put on your learning cap, because we’re going to learn about Celestia in today’s episode.

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

    ------ TIMESTAMPS

    0:00 Intro 4:10 What is Celestia? 6:12 The Modular Thesis 9:00 Celestia & Ethereum Relationship 18:27 Economics of Celestia 21:21 Celestia’s SDK 26:31 Celestia’s Capital Power 28:15 $TIA 32:18 Blob Stream 34:30 Celestia Endgame 36:18 Current & Future Projects on Celestia 41:15 Celestia’s Vision 43:55 Closing & Disclaimers

    ------ RESOURCES

    Mustafa https://twitter.com/musalbas

    Ismail https://twitter.com/KreuzUQuer

    Celestia https://celestia.org/learn/

    Vitalik’s Endgame https://vitalik.eth.limo/general/2021/12/06/endgame.html

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


    Immutable and Merit Circle Join Forces Dec 06, 2023
    Show notes

    We’re exploring the frontier of crypto gaming!

    The seeds of the crypto gaming thesis are looking to play out. Today we’re hosting Robbie Ferguson from Immutable and Marco van den Heuvel from Merit Circle.

    Merit Circle is migrating from Avalanche to Immutable, bringing along their gaming ecosystem, DAO, and sizable treasury.

    ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

    ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap ------

    TIMESTAMPS 0:00 Intro 4:00 Immutable 8:00 Merit Circle 14:30 Announcing the Partnership 22:40 A Beneficial Relationship 25:55 Merit Circle Treasury 28:13 New Games 34:40 The Terms of the Partnership 37:30 Vision for the Future 40:00 Avalanche

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


    Do We Hate Solana? Dec 06, 2023
    Show notes

    The truth on how we feel about Solana.

    Today we define the fundamentals, compare other networks, and ultimately share how we think SOL stacks up in the Layer 1 race. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS:

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

    🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask

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

    👾GMX | V2 IS NOW LIVE https://bankless.cc/GMX

    🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo

    🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap

    ------

    TIMESTAMPS 00:00 Intro 01:41 Addressing The Criticism 07:32 Defining The Fundamentals 14:05 Comparing Other Networks 19:11 Takes from Crypto Twitter 22:55 Our Thesis 26:19 Solana UX 30:37 Ethereum's Flaws 33:38 Discord Reactions

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


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