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    Business

    Bankless

    The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

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    Latest Episodes:
    Robinhood's Crypto Pivot with Vlad Tenev, Co-Founder, CEO May 19, 2022
    Show notes

    Robinhood's Co-Founder & CEO, Vlad Tenev announced some major news at Permissionless earlier this week. Robinhood is diving deep into crypto and web3!

    How so? When's the big roll-out? Hear all about it and so much more in the interview.

    P.S. It's Ryan and David's FIRST in-person interview! You don't want to miss it, anon. Trust.

    ------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

    🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

    ------ Timestamps:

    0:00 Intro 4:53 Wen Vlad & Robinhood Got Cryptopilled 7:55 Why Self-Custody 9:09 Robinhood 3 12:15 Chromatic Feedback & Other Features 14:03 Why the Crypto Pivot? 20:37 Utility of Robinhood’s Non-Custodian Wallet 26:04 Cannobolization Threat? 27:32 Robinhood’s Seriousness, Culture, & Demand 30:44 Robinhood Crypto Users 32:28 Robinhood 3’s Case for Normies 34:56 What’s Next

    ------ Resources:

    Vlad Tenev https://twitter.com/vladtenev

    Robinhood 3 https://robinhood.com/web3-wallet

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    Alpha Leak | The Bull Case for Lyra May 18, 2022
    Show notes

    Mike Spain is the Co-Founder of Lyra, an options trading protocol accessing the scalability of Layer 2 Ethereum to provide a robust, lightning-fast, and reliable trading experience.

    David and Mike chat about how Lyra got started, the impact of on-chain options, Lyra’s newest launch—Avalon—and so much more.

    Avalon is available now to a select group of users and will be available to the public on May 30th!

    ------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

    🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

    ------ Timestamps:

    0:00 Intro 3:38 The Genesis of Lyra 6:20 On-Chain Options 11:36 How Lyra Wins 14:46 Pros & Cons of On-Chain Options 16:42 Lyra Limitations & Roadmap 21:47 Composibilty & Avalon 28:39 The Lyra Vision 30:19 Yield & Options 32:00 Lyra $OP Distribution 33:33 Closing

    ------ Resources:

    Mike Spain https://twitter.com/0xmjs

    Lyra https://twitter.com/lyrafinance

    Avalon https://blog.lyra.finance/avalon-upgrade-primer/

    Discord https://discord.com/invite/Lyra

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    Instagram Bringing NFTs to 2.9B People | Sandeep & Mihailo, Polygon May 17, 2022
    Show notes

    Sandeep Nailwal and Mihailo Bjelic are the Co-Founders of Polygon. They’ve been on Bankless in the past, but not during a time like the one we currently find ourselves in.

    However, the bear market is not stopping Polygon from building. Polygon is enabling Instagram to bring NFTs to 2.9B people. And that's not all! They're also working with Stripe to allow USDC payments via Polygon.

    Hear how exactly they plan on doing this, what they plan on building next, how they're thinking about the bear market, and so much more!

    ------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

    🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

    ------ Topics Covered:

    0:00 Intro 8:41 Instagram is Adding NFTs 15:01 Meta’s Crypto Team 17:40 What Instagram NFTs Look Like 21:30 The Potential of NFTs on Instagram 26:31 Is Polygon Ready to Support New Users? 29:58 Stripe to Allow USDC Payments via Polygon 35:35 Addresses, Stripe Wallet & Gas Fees? 41:12 Polygon’s Strategy Going Forward 49:04 Polygon Supernets 53:38 Weathering the Bear Market Storm 58:55 Thoughts on the Market Crash 1:02:24 Closing & Disclaimers

    ------ Resources:

    Sandeep & Mihailo's Previous Bankless Episodes https://youtu.be/Gf2aalPt8-k https://youtu.be/rCJUBUTFElE

    Sandeep Nailwal https://twitter.com/sandeepnailwal

    Mihailo Bjelic https://twitter.com/MihailoBjelic

    Instagram NFTs https://imgur.com/a/c1vBnM2

    Stripe to Allow USDC Payments via Polygon https://www.coindesk.com/business/2022/04/21/stripe-taps-polygon-to-allow-customers-to-make-payments-in-usdc/

    Polygon Supernets https://twitter.com/0xPolygon/status/1517502692670640129

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    The Astrological Crypto Maven with Maren Altman | Layer Zero May 17, 2022
    Show notes

    Crypto is a multidisciplinary field. Whether it’s finance, sociology, history, or philosophy—the list goes on. However, what about astrology? Can crypto be predicted using it? Maren makes the case for why. And she's got the track record to prove it.

    In this episode, we dive into Maren’s astrological crypto trading methods, her responses to the main critiques, what lies ahead in the coming months and remaining decade, and so much more.

    ------ 📣 ALCHEMIX | Get a self-repaying loan today! https://bankless.cc/Alchemix

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

    🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

    ------ Topics Covered:

    0:00 Intro 4:20 Who is Maren & Astrology? 8:00 The Method to Predicting 10:06 Critiques of the Method 15:20 Predicting the Collapse of UST 17:34 Maren’s Track Record & Reading 22:21 Gravitating Towards Crypto 27:41 The Maren Community 35:46 Prediction Timeframes & Cycles 37:54 What’s Coming in May, June & Beyond? 46:10 Multidisciplinary Alignment 47:53 Astrace & Other Things Maren’s Working On 57:37 David & Maren’s Signs

    ------ Resources:

    Maren https://www.youtube.com/c/MarenAltman/videos https://twitter.com/marenaltman https://www.tiktok.com/@marenaltman

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    118 - Raoul Pal | Should We Be Scared Right Now? May 16, 2022
    Show notes

    The current outlook in the markets is... shaky at best.

    War in Europe. Inflation and political instability in the USA. On top of that, Terra (UST) began its historic plummet—right in the middle of recording this episode.

    Raoul Pal of RealVision returns to Bankless to synthesize the widespread chaos in the markets, and helps us figure out how to position ourselves for these wild times.

    ------ 📣 ALCHEMIX | Get a Loan that Repays Itself! https://bankless.cc/Alchemix

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ LIDO | LIQUID ETH STAKING https://bankless.cc/lido

    🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger

    ------ Topics Covered:

    0:00 Intro 6:30 Not Looking Good Out There 14:00 What Goes Up… 19:49 The Macro Fundamentals 25:09 The Debt Bubble 31:29 Tech Stocks 37:30 No Safety Net 42:34 Global Concerns 47:45 UST Collapses 52:30 A Massive Meltdown 55:15 Regulation 59:30 Maturing Crypto Markets 1:05:45 What can save us? 1:12:38 More Stimulus Checks? 1:19:22 Hedging Against Inflation 1:22:00 Raoul’s Portfolio 1:26:10 Culture as an Asset Class 1:28:53 Advice for First-Timers 1:31:40 Should We Be Scared?

    ------ Resources:

    Raoul Pal: https://twitter.com/RaoulGMI?s=20&t=fcZpeyDaMB3GKo8aC1i4Gw

    RealVision: https://www.realvision.com/

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    Anthony Sassano & Eric Conner | Luna Demise, Bear Survival, Bullish ETH Merge May 14, 2022
    Show notes

    Anthony, Eric, and David dive into the downfall of Luna, takeaways from this week, bear market survival, and why they're bullish on the ETH merge.

    ------ 📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

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

    ------ Resources:

    Anthony Sassano https://twitter.com/sassal0x https://twitter.com/thedailygwei https://www.youtube.com/c/TheDailyGwei

    Eric Conner https://twitter.com/econoar https://podcast.ethhub.io/

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    ROLLUP: Crypto Bear Market? UST Luna Collapse. Instagram NFTs. Coinbase Bankruptcy? Bankless Youtube Ban. May 13, 2022
    Show notes

    2nd Week of May, 2022

    ------ 📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

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

    ------ Topics Covered:

    0:00 Intro

    3:30 MARKETS 4:00 BTC Price 5:14 ETH Price 6:20 BTC Ratio 7:30 Down Bad 8:20 The Fed 11:30 Alt L1s https://twitter.com/RyanSAdams/status/1524530815534780418?s=20&t=vizZmVoPrcVxbam1fHBrDw 18:41 Coinbase Earnings https://twitter.com/fintechfrank/status/1524128481537400832

    22:30 NEWS 23:00 UST Luna Collapse https://twitter.com/terra_money/status/1524785058296778752?s=21&t=E7dei4OsxkNXTk1l9K0kaQ 36:06 Tether Loses Peg https://www.coindesk.com/markets/2022/05/12/tether-loses-1-peg-bitcoin-drops-to-2020-levels-of-near-24k/ 38:05 Coinbase Bankruptcy https://www.wsj.com/articles/coinbase-says-users-crypto-assets-lack-bankruptcy-protections-11652294103 41:27 Bankless Banned from Youtube https://twitter.com/BanklessHQ/status/1523317593947353089 48:58 Optimism Records https://twitter.com/kelvinfichter/status/1523826091961597953

    51:00 NFTs 51:24 Instagram NFTs https://twitter.com/BanklessHQ/status/1523404729715359745 53:49 Doodles Billboard CEO https://decrypt.co/99660/ethereum-nft-collective-doodles-names-billboard-executive-new-ceo 54:14 PopeNFT https://www.entrepreneur.com/article/426931 54:54 Poolsuite Manor DAO https://twitter.com/Poolsuite/status/1522311339116539906

    55:15 REGULATION 55:44 BitMEX Fine https://www.coindesk.com/policy/2022/05/05/us-court-orders-bitmex-founders-to-pay-30m-for-illegal-trading-2/ 56:51 Germany Tax https://decrypt.co/100086/germany-wont-tax-bitcoin-ethereum-sold-after-one-year-of-possession 57:43 JUNO Oops https://twitter.com/CoinDesk/status/1522290377713192962

    58:30 RELEASES 58:40 Hop Drop https://twitter.com/HopProtocol/status/1522284534598967300 1:00:45 Compound Treasury Credit Rating https://twitter.com/compoundfinance/status/1523655146898661376 1:01:35 Zapper iOS App https://twitter.com/zapper_fi/status/1517155336070696961 1:02:25 Zora $50m Raise https://twitter.com/stevejang/status/1522287336209362944 1:03:18 Decrypt Raise https://www.coindesk.com/business/2022/05/03/decrypt-spins-out-from-consensys-mesh-raises-10m-at-50m-valuation/

    1:03:40 JOBS https://pallet.xyz/list/bankless/jobs

    1:08:15 Community Questions https://twitter.com/ChristopherSc15/status/1524539103412379650?s=20&t=C0zGfY_hr437Uh3oamnkuw https://twitter.com/Jasper_ETH/status/1524492344317419520?s=20&t=C0zGfY_hr437Uh3oamnkuw https://twitter.com/daniserra/status/1524570148257947648?s=20&t=C0zGfY_hr437Uh3oamnkuw

    1:15:45 TAKES 1:16:10 DAO Culture https://twitter.com/owocki/status/1524069606855303168 1:18:35 The Best Investments https://twitter.com/RyanSAdams/status/1524703484884488192?s=20&t=HrwnaTnEh4GfX6mk8q5Ybg

    1:20:15 What David’s Excited About 1:22:00 What Ryan’s Excited About

    1:24:05 MEME of the Week

    1:25:00 Moment of Zen

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    UST Luna - The Biggest COLLAPSE in Crypto History May 12, 2022
    Show notes

    We’re currently watching one of the the largest events in Crypto history.

    The sketchy outlook in the markets has triggered a run on the UST stablecoin, which began destabilizing in the last several weeks.

    As time progressed, the peg worsened, and it eventually rolled over into a complete crash of both the value of UST, and the native asset LUNA.

    What led to the crash? Was it a coordinated attack, or an inevitable collapse?

    What Red Flags were there ahead of time? What’s the fallout from all of this? What lessons can we learn?

    ------ 📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    🏦 ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ⚡️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

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

    ------ Topics Covered:

    0:00 Intro 6:30 Explaining the Terra Ecosystem 9:30 Tail Risk and Background 13:50 Bitcoin, Curve, and Monsters 17:54 The Initial Destabilization 20:14 The Panic Begins 24:40 The Charts 27:18 A Total Collapse 32:30 Regulators Get Involved 35:08 Was This An Attack? 37:58 The Collateral Damage 40:00 Do Kwon’s Big Talk 41:52 Rick Sanchez and Basis Cash 44:08 Community Response 46:05 How Do We Move On? 49:14 Don’t Take Shortcuts

    ------ Resources:

    Anchor Protocol: https://app.anchorprotocol.com/earn Buying Bitcoin: https://twitter.com/LFG_Reserve/status/1507688906820620291 Curve Pools: https://dune.com/SebVentures/UST Binance Orderbook: https://twitter.com/hasufl/status/1523817151471230976?s=20&t=FiTLk5ce5JmTg_s7QnWgMw External Collateral: https://twitter.com/ThinkingBitmex/status/1523526622044860416 Deploying More Capital: https://twitter.com/stablekwon/status/1523733542492016640 Collapse: https://twitter.com/ryanberckmans/status/1523712585794977792 Bitconnect: https://twitter.com/TrustlessState/status/1524451573908209664?s=20&t=1cKzW3BXwfKsAdFAsObfLQ Historical: https://twitter.com/nic__carter/status/1524233730717585409?s=20&t=azvpduGJEOCfqyNCUFSBWA Janet Yellen: https://twitter.com/tier10k/status/1524031909067698180?s=20&t=FiTLk5ce5JmTg_s7QnWgMw Coordinated Attack: https://twitter.com/TerraBitesPod/status/1524229263469293570?s=20&t=FiTLk5ce5JmTg_s7QnWgMw Vitalik Clip: https://twitter.com/BanklessHQ/status/1523995722261147648?s=20&t=FiTLk5ce5JmTg_s7QnWgMw Mental Health: https://twitter.com/Shigeo808/status/1524149580048191488?s=20&t=azvpduGJEOCfqyNCUFSBWA

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    Betting the Fund on the Merge | Hal Press, North Rock Digital May 11, 2022
    Show notes

    What happens when a guy becomes so convicted on ETH that he bets HIS ENTIRE FUND on the Ethereum Proof-of-Stake merge?

    How much alpha is there in the All Core Devs calls? How should YOU play the merge?

    Hal Press of North Rock Digital joins us as we discuss how to value tokens, and how to trade the biggest moment in crypto history.

    ------ OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

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

    ------ BANKLESS SPONSOR TOOLS:

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

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

    ALTO IRA | TAX-FREE CRYPTO https://bankless.cc/AltoIRA

    AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave

    ️ MAKER DAO | THE DAI STABLECOIN https://bankless.cc/MakerDAO

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

    ------ Topics Covered:

    0:00 Intro 7:00 What Sets ETH Apart 18:09 Revenue and Cost 24:50 DeFi Utility 31:00 Blockchain Expenses 35:45 Inflating and Revenue 39:48 Supply and Demand 45:56 ETH vs Alt Layer 1s 56:06 Will the Price Lag? 1:03:36 Who Leads the Market? 1:05:35 Modeling Ethereum 1:11:45 ETH Staking Numbers 1:20:00 Wen Merge? 1:30:18 Trading the Merge 1:35:50 Closing

    ------ Resources:

    Hal Press: https://twitter.com/NorthRockLP?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

    Crypto Fees: https://cryptofees.info/

    Nillion: https://www.nillion.com/

    The Ethereum Thesis: https://twitter.com/NorthRockLP/status/1484926691990556675?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


    Fiskantes Predicts the Next Meta | Layer Zero May 10, 2022
    Show notes

    With clean takes and tasteful anime, Fiskantes has one of the best degen anon accounts on crypto twitter.

    In this episode, we explore the many metagames of crypto and investing like Bitcoin, NFTs, Meme Stocks, and Poker.

    Where will the next meta be?

    Hint: the frontier is where the magic happens.

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    ------ Topics Covered:

    0:00 Intro 5:00 Fiskantes and Poker 13:19 Whale Dynamics 18:50 The Next Meta 22:55 The Current NFT Meta 28:43 The Meta Diverges 39:07 Exploring at the Margin 45:45 Intuition on the Frontier 51:10 Exporting Culture 55:44 Anon vs Crypto IRL 1:00:56 Living Online 1:09:00 Squad Wealth 1:13:45 Parting Wisdom

    ------ Resources:

    Fiskantes on Twitter: https://twitter.com/Fiskantes?s=20&t=vm_h2ChpdCBFIzJxi7Gv-w

    Zee Prime Capital: https://zeeprime.capital/

    ----- 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://newsletter.banklesshq.com/p/bankless-disclosures


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