Bankless

Latest Episodes:

141 - Who Stole the Wealth? with Ben Hunt Oct 24, 2022

Show notes

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-ben-hunt

Joining us today for his second appearance on Bankless, the macro narrative gigabrain, Ben Hunt. Ben is an investor and creator of Epsilon Theory, a website, and community that examines markets through the lenses of game theory and history.

On today’s episode, Ben shares his rich insights on the U.S.’s current macro landscape by taking us through a brief history of the past, why our political coordination game is broken, and of course–who’s stealing the wealth.

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi

👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel

------ Timestamps:

0:00 Intro 7:43 Unique Time in History? 11:56 Repricing Money 18:48 What’s Different? 22:24 US Wealth Growth vs. US GDP Growth 30:55 Hollowness 42:06 Stealing the Future 50:09 Kicking the Can Down the Road 55:23 The Widening Gyre 1:00:48 Political Coordination Game 1:06:26 Constitutional Apportionment Amendment 1:12:27 Common Denominators 1:15:14 Bitcoin 1:25:12 Tornado Cash & Freedom Narrative 1:32:53 Do We Have Hope? 1:34:28 Closing & Disclaimers

------ Resources:

Ben Hunt https://twitter.com/EpsilonTheory

Epsilon Theory https://www.epsilontheory.com/

Ben’s 1st Bankless Appearance https://youtu.be/JlMooJyaFBc

Hollowed Out (“Hollow Men, Hollow Markets, Hollow World”) https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/

The Widening Gyre https://www.epsilontheory.com/the-widening-gyre/

In Praise of Bitcoin https://www.epsilontheory.com/in-praise-of-bitcoin/

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures

ROLLUP: Is SBF Killing DeFi?? | Aptos Launch Down Bad | Ethereum Censorship Heats Up | Reddit Onboarding Millions Oct 21, 2022

Show notes

3rd Week of October, 2022

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

👯 DESO | DECENTRALIZED SOCIAL BLOCKCHAIN https://bankless.cc/Deso

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

📡 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi

👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/fuel

----- Topics Covered

0:00 Intro 2:10 Push https://bankless.cc/Push

4:12 MARKETS 4:14 BTC Price 4:20 ETH Price 5:21 ETH/BTC 6:25 Total Crypto Market Cap 6:41 30 Year Fixed Mortgage Rates Hit 7.15% https://twitter.com/GRDecter/status/1582525803849711618 10:23 US01Y Driving Entire $500T Global Finance System https://twitter.com/saylor/status/1581691051592454144 11:41 The Burn Continues https://ultrasound.money/ 14:18 Euler ATH https://twitter.com/DefiLlama/status/1582456499204259841 14:25 Alpha Leak https://youtu.be/S18KEgxG60I 14:57 Music NFTs Are Real? https://twitter.com/tokenterminal/status/1583045759402139648

20:55 Regulating Crypto…DCCPA & SBF https://twitter.com/alliancedao/thread/1582800340520312833 https://twitter.com/jchervinsky/status/1582712466001129473 28:00 SBF’s Thoughts on Crypto Regulation https://twitter.com/SBF_FTX/status/1582835426116575235 https://www.ftxpolicy.com/posts/possible-digital-asset-industry-standards 29:30 RSA Take https://twitter.com/RyanSAdams/status/1582842277948362753 34:30 SBF vs. Community https://twitter.com/iamDCinvestor/status/1582864821241794560 https://twitter.com/scott_lew_is/status/1582452902500499456 https://twitter.com/scott_lew_is/status/1583105661159632897

38:20 Aptos Debut Bomb https://twitter.com/aptoslabs/status/1582085109016014849 40:10 ‘Aptos is Broken’ Thread https://twitter.com/ParadigmEng420/thread/1582121408548651009 43:25 Community Takes https://twitter.com/iamDCinvestor/status/1582671611836387328 https://twitter.com/cobie/status/1582168143715536896 https://twitter.com/sassal0x/status/1582162466867277824

46:30 Ethereum Censorship 46:45 51% of ETH Blocks OFAC Compliant https://www.reddit.com/r/CryptoCurrency/comments/y413q8/in_the_last_24hrs_51_of_eth_blocks_were_censored/ https://www.mevwatch.info/ https://www.coindesk.com/tech/2022/10/14/censored-ethereum-blocks-hit-the-51-threshold-over-the-past-24-hours https://twitter.com/basileSportif/thread/1581906143538221058 https://twitter.com/VitalikButerin/status/1582019760539471878

58:25 ETH 58:27 Flashbots Reveals New Version of Its Key Ethereum Software https://www.coindesk.com/tech/2022/10/14/flashbots-reveals-new-version-of-its-key-ethereum-software/? https://twitter.com/phildaian/status/1582873972475310081 1:00:55 zkEVM Proof Merging https://twitter.com/zksync/thread/1582088277951062016 1:03:11 Uniswap on 8 Chains https://twitter.com/Uniswap/status/1580996750180900865

1:04:27 NFTs 1:04:30 Buy a House On-chain https://thedefiant.io/house-sold-as-nft 1:08:28 Reddit Onboarding Explosion https://techcrunch.com/2022/10/18/redditors-have-created-millions-of-crypto-wallets-to-buy-nft-avatars/

1:11:05 REGULATION 1:11:10 EU Countries Must Be Ready to Block Crypto Mining - Commission https://www.coindesk.com/policy/2022/10/18/eu-countries-must-be-ready-to-block-crypto-mining-commission-says/

1:12:50 MISC 1:12:55 Cosmos Security Vulnerability Uncovered on IBC https://cointelegraph.com/news/cosmos-co-founder-says-a-major-security-vulnerability-has-been-uncovered-on-ibc 1:13:42 BNY Mellon Digital Asset Custody Platform https://www.marketsmedia.com/bny-mellon-launches-digital-asset-custody-platform/

1:14:42 RELEASES 1:14:45 dYdX Credit Card Deposit https://twitter.com/antoniomjuliano/status/1582067580285505538 1:15:40 OPCraft https://dev.optimism.io/opcraft-autonomous-world/

1:17:27 JOBS https://pallet.xyz/list/bankless/jobs

1:20:34 TAKES 1:20 35 BTC & ETH Worth Less https://twitter.com/rleshner/status/1582125611052851200 1:22:20 Bankless Bigger https://twitter.com/TrustlessState/status/1580578258822713345 1:22:58 Tom Emmer https://twitter.com/RepTomEmmer/status/1582915646157131779 1:23:20 How to Reg Capture https://twitter.com/DrNickA/thread/1543589492409466881

1:27:00 What David’s Bullish On 1:29:15 What Ryan’s Bullish On

1:31:28 MEME of the Week https://twitter.com/nickwh8te/status/1582450228350709760

1:32:30 Closing & Disclosures

1:32:48 Moment of Zen https://twitter.com/MasonVersluis/status/1583149433881255940

——— Not financial or tax advice. Do your own research. https://www.bankless.com/disclosures

Massive Arbitrum Acquisition!! with Steven Goldfeder & Preston Van Loon Oct 20, 2022

Show notes

Arbitrum acquires Prysmatic! Hear all about the deal and what it means for both teams, the future of Ethereum, and the space writ large.

------ Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

DESO | DECENTRALIZED SOCIAL BLOCKCHAIN

https://bankless.cc/Deso

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi

SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence

️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Timestamps:

0:00 Intro 10:00 How the Acquisition Happened 13:45 Prysmatic Big W's 15:15 Ethereum W's 16:08 Prysmatic Origins 23:20 What Happens Next at Prysmatic 24:50 Arbitrum's Contribution 30:37 Credible Neutrality Concerns 35:25 Open Source Ethos 43:43 Vitalik's Take 49:47 Acquisition Concerns 53:10 Arbitrum Access 56:00 Prysmatic Worth 57:56 Wen Arb Token 58:20 Closing & Disclaimers

------ Resources:

Steven Goldfeder https://twitter.com/sgoldfed

Preston Van Loon https://twitter.com/preston_vanloon

140 - The Future is Fiat | Noah Smith (Noahpinion) Oct 17, 2022

Show notes

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-noah

-----

Noah Smith is a writer economist, with fiercely independent takes that he articulates with precision and clarity. We see him as a knowledgable crypto outsider, which is a rare trait we've seen throughout the posts on his blog, Noahpinion.

In today's episode, we cover geopolitics in broad strokes—Noah thinks we're already at war in the form of an economic showdown between the New Allies and New Axis.

We also turn to crypto, where Noah gives his bull case while also addressing some misconceptions he sees in the crypto community.

The sum of all of this is an episode title we thought we'd never see on Bankless—The Future is Fiat.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

💠 TRUEFI | CRYPTO FINANCIAL HUB https://bankless.cc/TrueFi

🔐 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Topics Covered:

0:00 Intro 6:00 Noah Smith Respects Nerds 11:00 The War Economy 19:20 The New Axis 23:30 Battle of the Titans 30:50 Different Capabilities 35:02 Why Does This Matter? 39:00 Taiwan 45:20 Sanctioning China 50:35 The Path to War 57:15 High Level Crypto 1:02:20 Crypto In Conflict 1:09:45 Weakening Nation States 1:15:40 Crypto Misconceptions 1:26:10 A New Economy 1:32:10 Ponzis 1:40:48 The Fate of the Dollar 1:45:25 Bullish Rabbits

------ Resources:

Noah Smith https://twitter.com/Noahpinion?s=20&t=kKYOtZ37UkLtwZ4WGmDT6Q

Noahpinion https://noahpinion.substack.com/

Freedom's Forge https://www.amazon.com/Freedoms-Forge-American-Business-Produced/dp/0812982045

ROLLUP: Huge Binance Exploit | David Sues the Treasury | Devcon Bogota | PayPal Censoring Oct 14, 2022

Show notes

2nd Week of October, 2022

------

📣 Galxe | Explore Crypto’s #1 Credential Network

https://bankless.cc/Galxe

------

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB

https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS

https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER

https://bankless.cc/Fuelpod

-----

Topics Covered

0:00 Intro

6:30 Galxe

https://bankless.cc/Galxe

8:00 MARKETS

10:30 Macro Markets CPI

https://www.nytimes.com/live/2022/10/13/business/inflation-cpi-report

13:00 The Selloff

https://twitter.com/tradingview/status/1580537107378221057

15:20 Volatility

https://twitter.com/zerohedge/status/1578489043171807232

17:15 Erasing the Bull Market

https://twitter.com/biancoresearch/status/1580553494766854145

18:30 Ultra Sound ETH

https://ultrasound.money/

23:00 DevCon Announcements

24:20 Scroll zkEVM Testnet

https://twitter.com/daddysether/status/1579681127669051394

26:35 Arbitrum Acquires Prysm

https://twitter.com/arbitrum/status/1580190809701613568

29:55 zkSync Pathfinder L3 Testnet

https://www.theblock.co/post/175823/zksync-says-layer-3-testnet-pathfinder-will-launch-in-q1-2023

31:20 Polygon zkEVM Testnet

https://twitter.com/sandeepnailwal/status/1579501728793518081?

33:52 Supermodular

https://twitter.com/owocki/status/1579508166613946368

35:45 Binance HACK

https://twitter.com/bnbchain/status/1578148078636650496

37:20 2 Million Token Exploit

https://twitter.com/bnbchain/status/1578148078636650496

Damage - https://twitter.com/SlowMist_Team/status/1578220472373649408

38:30 How it Happened

https://twitter.com/samczsun/status/1578167198203289600

39:50 Freezing Blockchains

https://github.com/bnb-chain/bsc/releases/tag/v1.1.15

45:45 David Sues the Treasury

https://www.theblock.co/post/176701/coin-center-sues-treasury-over-tornado-cash-sanctions

47:40 Fighting for Privacy Rights

https://twitter.com/jerrybrito/status/1580237327364157440

48:40 The Complaint

https://www.coincenter.org/app/uploads/2022/10/1-Complaint-Coin-Center-10-12-22.pdf

50:45 Fighting for Shaq

https://twitter.com/TrustlessState/status/1580253035804372993

53:50 The Coincenter Mullet

https://gitcoin.co/coincenter

57:00 All Time Hacks

https://www.financialexpress.com/blockchain/octobers-the-biggest-month-in-crypto-hacks-chainalysis/

58:50 Mango $100m Hack

https://decrypt.co/111727/solana-defi-trading-platform-mango-markets-loses-100m-in-hack

Proposal - https://twitter.com/alex_valaitis/status/1580017142132805632

1:00:45 Solving Hacks

https://twitter.com/RyanSAdams/status/1580569612055629824

1:03:10 Across Airdrop

https://twitter.com/acrossprotocol/status/1579849755760287744

1:04:35 PayPal Censorship

https://twitter.com/davidmarcus/status/1578795041719750663

1:09:00 Celsius Users Doxxed

https://fortune.com/crypto/2022/10/07/did-celsius-dox-its-customer-base/

Lark - https://twitter.com/DegenSpartan/status/1578399874009006082

1:11:19 Bored Ape SEC Probe

https://twitter.com/tier10k/status/1579870677867278336

1:15:00 RELEASES

L2beat Bridges - https://l2beat.com/bridges/tvl/

UniStark - https://twitter.com/nethermindeth/status/1578769317952647168

Google Search - https://twitter.com/hhua_/status/1579700083314282496

1:18:00 Uniswap Labs $165m Raise

https://twitter.com/Uniswap/status/1580532185597026306

1:20:00 TAKES

1:21:00 Coinbase Documentary

https://twitter.com/trustlessstate/status/1578551874520723456

1:23:10 Gary Gensler

https://twitter.com/RepHuizenga/status/1578383374447689731

1:23:45 Back to 2018

https://twitter.com/RyanSAdams/status/1579859121402449920

1:25:00 What David’s Bullish On

https://twitter.com/TrustlessState/status/1580447738067841024

1:28:55 What Ryan’s Bullish On

https://twitter.com/RyanSAdams/status/1580185912260014086

1:31:10 MEME of the Week

https://i.redd.it/tb9ffr78cds91.jpg

———

Not financial or tax advice. Do your own research.

Rejecting Bitcoin Fundamentalism | Dan Held Oct 12, 2022

Show notes

Dan Held is a widely known educator in the Bitcoin Universe. Formerly the director of growth marking at Kraken, he’s now an independent content creator at the Held Report and an advisor to Trust Machines.

In today’s State of the Nation, we explore a new extremist sub-division of the Bitcoin movement: Bitcoin Fundamentalism.

Is there a divide growing in the Bitcoin Community? Why are Dan Held and other Bitcoiners frustrated with this cohort? What is Bitcoin Fundamentalism, and what does it mean for the future direction of the Bitcoin Community?

------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- Topics Covered

0:00 Intro 8:00 Say No To Bitcoin Fundamentalism 13:10 What is Fundamentalism? 21:00 Nic Carter 27:12 Brain Drain 31:00 The Rationalists 39:00 Wealthy then Healthy 44:00 Cyber Hornets 53:40 What’s at Stake Here? 1:01:00 Trust Machine 1:03:32 The Bitcoin Ecosystem

------ Resources:

Dan Held https://twitter.com/danheld Trust Machines https://twitter.com/trustmachinesco The Held Report https://www.theheldreport.com/ Nic Carter Episode https://youtu.be/BjTeLtuKs1A

Building Power Structures with Parker Jay-Pachirat | Layer Zero Oct 11, 2022

Show notes

Parker Jay-Pachirat is a founding member of Boys Club and a venture capitalist at FinTech Collective.

Driven by data and challenging assumptions, Parker takes a deeply individual approach to the crypto space, studying systems and power structures at a broad scale.

Join us as we dive into the basement level of crypto, the philosophical and ideological levers that lay foundation for this political, cultural, and economic movement.

------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- Topics Covered

0:00 Intro 4:00 Parker Jay-Pachirat 7:30 Critical Theory 12:20 Governance and Power 15:01 Historical Connections 19:30 Tribes 23:30 The Regulation Example 29:05 What are our Values? 34:00 Diversity and Unity 43:00 Making Rules 52:25 Enabling Change 59:50 Law and Culture 1:07:40 Expressing Values 1:16:30 Looking Forward

------ Resources:

Parker Jay-Pachirat https://twitter.com/parkerjayp

Boys Club https://twitter.com/BoysClubCrypto

Fintech Collective https://twitter.com/fintech_io

139 - The Cosmos Thesis with Sunny Aggarwal & Zaki Manian Oct 10, 2022

Show notes

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/the-cosmos-thesis-debrief

Sunny Agarwal and Zaki Manian are crypto OGs that have been in the Cosmos ecosystem and community from the very beginning. Sunny started the Blockchain at Berkeley, the largest student organization for crypto in the world, and also co-hosts the Epicenter podcast. Zaki is helping ship Cosmos’s IBC, is working on the validator ecosystem, and is also an advisor to the Electric Coin Company, the org behind Zcash and is also a co-founder of Iqlusion.

On today’s episode, Sunny and Zaki share what the Cosmos Thesis is, how Cosmos is similar and different to Ethereum, and what Cosmos’s ATOM 2.0 unlocks for the ecosystem.

Zero to 60 in one episode. This is the Cosmos Thesis.

------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- Topics Covered

0:00 Intro 8:05 Zaki & Sunny 10:08 The Cosmosverse Conference 18:38 Cosmos’s Central Thesis 23:10 Metaphors & Ethereum vs. Cosmos 29:18 Trade-offs 36:13 Monetary Premium Thoughts 40:18 Osmosis & Power Laws 48:24 Stablecoins on Cosmos 54:13 L2s vs. Cosmos 1:09:11 Cosmos vs. Polkadot 1:14:52 MEV Problems & Solutions 1:23:24 ATOM 2.0 1:32:16 Mesh & Interchain Security 1:41:50 Does ATOM Break Top 10 Tokens? 1:43:43 Will ATOM Flip ETH? 1:44:50 The Future of Cosmos 1:49:03 How to Explore Cosmos 1:50:44 Closing & Disclosures

------ Resources:

Sunny Aggarwal https://twitter.com/sunnya97 Zaki Manian https://twitter.com/zmanian ATOM 2.0 https://forum.cosmos.network/t/proposal-draft-a-new-vision-for-cosmos-hub/7328 The Inevitability of UNIchain https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4

Alpha Leak | The Bull Case for Euler Oct 08, 2022

Show notes

On this episode of Alpha Leak, David is joined by Euler Co-Founder, Michael Bentley. Euler is a non-custodial, permissionless lending protocol on Ethereum with some interesting features you should know about.

This episode was recorded in early July, but the alpha is still very timely.

------ 📣 Galxe | Explore Crypto’s #1 Credential Network https://bankless.cc/Galxe

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

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

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Topics Covered:

0:00 Intro 4:20 Euler Explained 5:30 Compound vs. Aave vs. Euler 6:10 Limited Assets on Compound & Aave 8:56 Euler’s Approach 10:00 Euler’s Collateral Risk Strategy 16:20 Cross Tier Differentiation 17:56 Tier Walk Through 22:08 Euler’s Features & DeFi Importance 30:11 Other Euler Features 30:48 Status Quo of Liquidations 36:27 Competition 38:08 Launch Turbulence 41:55 Interest Rate Mechanism 50:47 Euler DAO & $EUL 52:37 Euler Resources 53:15 Closing & Disclaimers

------ Resources:

Euler Twitter https://twitter.com/eulerfinance

Euler Website https://www.euler.finance/

Euler White Paper https://docs.euler.finance/getting-started/white-paper

Michael Bentley https://twitter.com/euler_mab

ROLLUP: Kim Kardashian vs Gary Gensler | Credit Suisse Crisis | Celsius Foul Play | ENS NFTs Oct 07, 2022

Show notes

First Week of October, 2022

------

📣 Galxe | Explore Crypto’s #1 Credential Network

https://bankless.cc/Galxe

------

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

💠 NEXO | CRYPTO FINANCIAL HUB

https://bankless.cc/Nexo

🔐 LEDGER | NANO HARDWARE WALLETS

https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER

https://bankless.cc/Fuelpod

-----

Topics Covered

0:00 Intro

2:00 Galxe

https://bankless.cc/Galxe

3:25 MARKETS

5:50 The Fed

https://time.com/nextadvisor/investing/latest-stock-market-news/

8:35 Global Markets

Japan - https://www.reuters.com/markets/asia/japan-confirm-size-yen-buying-intervention-eyes-size-war-chest-2022-09-30/

England - https://www.bankofengland.co.uk/markets/market-notices/2022/september/market-notice-28-september-2022-gilt-market-operations

9:50 Oil Reserves

https://twitter.com/EddieZipperer/status/1577658417807859712

12:30 The Pivot

https://twitter.com/matthew_pines/status/1575466006314717184

14:20 L2 All Time Usage

https://twitter.com/MSilb7/status/1576194105763590144

AVAX - https://twitter.com/jamesjho_/status/1576386383018569728

BNB - https://thedefiant.io/bnb-retail-favorite-nansen

18:30 NEWS

19:45 Credit Suisse Crisis

https://www.bloomberg.com/news/articles/2022-09-30/credit-suisse-ceo-says-firm-at-critical-moment-sees-strength

Credit Default Swaps - https://twitter.com/GrahamStephan/status/1576601663477059585

24:00 Left Hanging

https://twitter.com/DylanLeClair_/status/1576263249506410497

25:55 SEC Charges Kim Kardashian

https://twitter.com/tier10k/status/1576897832954785795

SEC Report - https://www.sec.gov/news/press-release/2022-183

28:00 Clout Chasing

https://twitter.com/mdudas/status/1577711416521494529

30:25 Influencer Officials

https://youtu.be/vbZS6tYQKIM

33:00 Picking Battles

https://twitter.com/tomhschmidt/status/1576967556815953922

36:22 Celsius GRIFTERS

https://www.coindesk.com/business/2022/10/06/celsius-top-3-execs-cashed-out-56m-in-crypto-before-bankruptcy/

38:15 Calling Out Scams

https://bankless.cc/YouTube

42:15 MakerDAO 500m Investment

https://www.coindesk.com/business/2022/10/06/stablecoin-issuer-makerdao-allocates-500m-for-treasuries-corporate-bond-investment/

Winklevoss - https://thedefiant.io/makerdao-gemini-deal

45:25 Fidelity Ethereum Index Fund

https://www.theblock.co/post/174806/fidelity-reveals-ethereum-index-fund-with-5000000-in-sales-in-new-filing

47:04 ENS Registrations

https://thedefiant.io/ens-registrations-ath-september

Top Sales - https://nonfungible.com/market-tracker/ethereumnameservice

49:16 Moonbirds DAO

https://decrypt.co/111147/moonbirds-dao-2-6m-thereum-nfts-kevin-rose-proof

50:45 Coinbase Documentary

https://twitter.com/brian_armstrong/thread/1577327143557603328

54:15 Liquidating 3AC NFTs

https://decrypt.co/111317/three-arrows-capital-cryptopunks-starry-night-ethereum-nfts

54:55 Solana Down Again

https://fortune.com/crypto/2022/10/01/solana-back-online-after-latest-outage

Uptime - https://twitter.com/RyanSAdams/status/1576222916840411142

59:25 Crypto in Africa

https://blog.chainalysis.com/reports/sub-saharan-africa-cryptocurrency-geography-report-2022-preview/

1:01:25 Tornado Cash Update

https://www.theblock.co/post/174016/arrested-tornado-cash-developer-alexey-pertsev-appeal-rejected

1:03:55 Consensys x BanklessDAO

https://twitter.com/consensys/status/1578051507769032704

1:05:24 Euler Aztec Integration

https://twitter.com/aztecnetwork/status/1576997493987868672

1:06:40 RAISES

Uniswap Labs - https://decrypt.co/110952/uniswap-labs-eyes-200m-in-fresh-funding-report

DeFiance Capital - https://twitter.com/TheBlock__/status/1575994613738999808

Horizon - https://twitter.com/0xHorizon/status/1577284097806041088

1:08:10 JOBS

https://pallet.xyz/list/bankless/jobs

1:10:00 Questions from the Nation

1:11:00 Emerging Categories

https://twitter.com/finity_mike/status/1577843386924531713

1:14:15 EVM Compatibility

https://twitter.com/A_Crypto_Dude1/status/1577694946378891264

1:15:00 TAKES

1:15:15 Start a Pod

https://twitter.com/trustlessstate/status/1577419284342530050

1:16:04 Bootstrap!

https://twitter.com/RyanSAdams/status/1578068696219746304

1:17:45 Whoops

https://twitter.com/dastormy1/status/1575956684732006400

1:19:40 What David’s Bullish On

https://imgur.com/NFQdeYG

1:22:10 What Ryan’s Bullish On

1:25:10 Memes of the Week

2022 vs 2008 - https://twitter.com/wallstreetsilv/status/1575610336496873472

Environmental Ponzi - https://twitter.com/DylanLeClair_/status/1577793279273455616

———

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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected