Bankless

🛞 MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/uniswap

🦄 UNISWAP | BROWSER EXTENSION

🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM

https://bankless.cc/obol

⚡️ CARTESI | LINUX-POWERED ROLLUPS

🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION

https://dune.com/hildobby/btc-etfs

------

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------ «

TIMESTAMPS & RESOURCES

00:00:00 Intro

00:02:24 ETF Flows

https://x.com/JSeyff/status/1818268093656822054

https://dune.com/hildobby/eth-etfs

https://x.com/NateGeraci/status/1818471523801317679

https://farside.co.uk/?p=997

00:14:41 ETH Flag Over Wall St

https://x.com/NateGeraci/status/1816620919353483273

https://x.com/MacroScope17/status/1816847251894911315

00:17:49 L2 Update

https://l2beat.com/scaling/summary

00:22:39 Fed Keeps Rates Steady

https://www.cnbc.com/2024/07/31/fed-rate-decision-july-2024.html

00:30:17 Trump At Bitcoin Nashville

https://x.com/saylor/status/1817916450880802892

https://x.com/VentureCoinist/status/1817306455441043734

00:37:19 Unpacking The Trump Speech

https://x.com/nic__carter/status/1817301604627796119

00:40:22 RFK's Speech

https://x.com/VentureCoinist/status/1817255603087249638

https://x.com/VentureCoinist/status/1817255605926772825

https://x.com/SenLummis/status/1817320519185932726

https://x.com/nic__carter/status/1817310483445407895

00:46:08 Democrats New Crypto Take

https://x.com/bitcoinpierre/status/1817219938672591310?s=46&t=dmRhP54bJmHi0Ppb8BT30Q

00:48:42 Largest Crypto Super PAC

https://x.com/dunleavy89/status/1817896423293100087?s=46

00:49:40 Polymarket On Forbes

https://x.com/shayne_coplan/status/1818770799601631588

00:54:21 Happy Birthday Ethereum!

https://x.com/VitalikButerin/status/1818146456550961620

00:55:43 Eclipse Mainnet

https://x.com/EclipseFND/status/1818285443491991678

01:00:12 USDC On Base

https://x.com/brian_armstrong/status/1815782410250002556

https://x.com/liamihorne/status/1818393309150429626

01:03:14 Cali DMV Builds On Avalanche

https://www.gov.ca.gov/2022/05/04/governor-newsom-signs-blockchain-executive-order-to-spur-responsible-web3-innovation-grow-jobs-and-protect-consumers/

https://www.gov.ca.gov/wp-content/uploads/2022/05/5.4.22-Blockchain-EO-N-9-22-signed.pdf

https://www.avax.network/blog/california-dmv-makes-history-digitizes-42-million-car-titles-on-avalanche-blockchain

01:09:32 EigenLayer AVS Awards

https://x.com/eigenlayer/status/1816867158032548136

01:11:02 Song-A-Day Man Suing SEC

https://news.bloomberglaw.com/litigation/nft-artists-sue-us-regulator-to-head-off-enforcement-action?utm_medium=lawdesk&campaign=BF59CD6C-4EE0-11EF-BAB6-F29F0FC802AB&utm_source=twitter

https://x.com/banklesshq/status/1818003379487932702?s=46

01:13:36 Raises

https://x.com/hyperbolic_labs/status/1818269892367495655

https://x.com/jokerace_io/status/1818660513905360910?s=46&t=dAxCjT2P_GIrJMvMgWIpfA

01:15:37 The Daily GWEI!

https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA

01:17:27 Meme Of The Week

https://x.com/LyleHauser/status/1818828084541308994

------

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

https://www.bankless.com/disclosures⁠

China vs. The Dollar | Diana Choyleva Jul 31, 2024

China’s decoupling from the Dollar. Are we on the brink of using the yuan as the new global currency, or will crypto take the spotlight?

We’ve explored crypto’s role in disrupting the global monetary order before, but there’s another force that’s going to have just as much of an impact…some would say much more. China!

What does it look like when the world’s 2nd largest economy dedollarizes? That’s what we explore on today’s episode with China expert and economist Diana Choyleva. Towards the end, Diana also reveals her eye-opening prediction about a potential US-China conflict over Taiwan.

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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/41

------ TIMESTAMPS

0:00 Intro 7:17 Is China Really De-Dollarizing? 10:16 Is De-Dollarizing A Priority? 14:14 China’s Objective & Progress? 16:04 Yuan as Unit Of Payment Or Store Of Value? 22:27 Usage and Progress From 2009? 25:34 US VS China Capital Market Difference 29:32 Motives Behind De-Dollarizing? 35:32 China’s Wants VS Actual Scenario 40:25 What Distant Future Looks Like? 47:41 China’s CBDC Plan, Issues & Expansion 55:13 China Participating In Crypto World? 57:50 China Using Treasury As Store of Value? 1:04:26 The Taiwan Conflict? 1:05:51 What If China Is Successful? 1:09:37 Closing and Disclosures

------ RESOURCES

Diana Choyleva https://x.com/choyleva

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

Suing The SEC | Jonathan Mann & Brian Frye Jul 29, 2024

Jonathan Mann has been writing a song a day for 16 years and 211 days. Today, he and Brian Frye are suing the SEC.

In today’s episode, Jonathan, better known as ‘Song a Day Man’ is joined by Brian Frye, a law professor at the University of Kentucky and NFT/security law expert.

Hear why Jonathan and Brian are suing the SEC, why this lawsuit is so important to the crypto industry as a whole, and what winning would mean for the future of our space.

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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ ✨ Mint the episode on Zora ✨

https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/40 ------ TIMESTAMPS

0:00 Intro 4:58 Background on Suing 7:34 Jonathan Mann’s Backstory 9:58 Why Brian Got Involved 13:28 The 101 of the Lawsuit 17:22 What Does Winning Do? 22:14 Game Theory 25:14 Fear & Songs a Day 27:18 Logistics of the Suit 32:31 How to Support 34:41 Closing

------ RESOURCES

Jonathan Mann https://x.com/songadaymann https://x.com/songadaymann/status/1817959431206023653

Brian Frye https://x.com/brianlfrye https://youtube.com/live/jo1ZuhuCVZE

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

“Why I’m Bullish” | Mike Novogratz Jul 29, 2024

The herd is coming, or is it already here?

Mike Novogratz needs no introduction for long-time crypto natives. For those that are newer? Mike is a fund manager who was early to bitcoin, very early to ethereum, built an entire digital assets empire called Galaxy Digital and spent the last 10 years evangelizing crypto to Wall Street and more recently, to DC.

We cover how Crypto has evolved from 2014 to 2024, what’s Wall Street’s current perception of our industry, the recent ETH ETF launch, Politics and Macro. Mike also ends the episode giving extremely important advice for young investors so stay tuned.

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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/38?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS

0:00 Intro 4:46 The Herd is Here 14:49 What Changed 20:07 Crypto on Wall Street 32:39 ETH ETF 39:39 Politics 51:27 Macro Outlook 58:10 ETH Narratives 1:03:34 Advice for Youngsters 1:08:20 Galaxy 1:10:24 Closing & Disclaimers

------ RESOURCES

Mike Novogratz https://x.com/novogratz

Galaxy https://www.galaxy.com/

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

ROLLUP: ETFs Flop? | BTC on U.S. Balance Sheet? | Polymarket Booming | Japan Tanking Markets Jul 26, 2024

Bankless Friday Weekly Rollup 4th Week of July 2024

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🛞 MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------

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------ TIMESTAMPS & RESOURCES

00:00:00 Intro

00:02:15 Why Did Markets Nuke? https://x.com/zerohedge/status/1816299674006855821 https://x.com/cburniske/status/1816304411892670769 https://x.com/RyanDetrick/status/1816323820032012345 https://pro.kraken.com/app/trade/btc-usd https://x.com/BitcoinNewsCom/status/1815478479263043974 https://x.com/DavidLRipley/status/1815880303254323603 https://x.com/TrustlessState/status/1815713932453028059 https://pro.kraken.com/app/trade/eth-usd https://www.coingecko.com/en/global-charts

00:09:33 L2 Updates https://x.com/JustDeauIt/status/1813634431804211426 https://x.com/JustDeauIt/status/1813634434782114299 https://x.com/JustDeauIt/status/1813634437885919679 https://x.com/JustDeauIt/status/1813634440809353596

00:11:56 Cycle Phase 2 https://imgur.com/a/UF8pspv https://imgur.com/a/zGqV0iC https://x.com/richwgalvin/status/1815174750668542279?s=46

00:19:19 ETH ETF Results https://x.com/NateGeraci/status/1815545262133399700 https://x.com/EricBalchunas/status/1815728515641213387/photo/1 https://x.com/EricBalchunas/status/1815747485505052950 https://x.com/JSeyff/status/1816061764926087481 https://x.com/JSeyff/status/1815958023317205232 https://x.com/EricBalchunas/status/1816077866208993653 https://x.com/EricBalchunas/status/1815890742457278751 https://x.com/EricBalchunas/status/1816232046249058604

00:24:12 Recap From Issuers https://farside.co.uk/?p=1518 https://imgur.com/cOK7F61 https://x.com/NateGeraci/status/1815506510564462933?t=jIri_bI8nEwT-ap1UFTWHg&s=19 https://x.com/NateGeraci/status/1815556927918600209 https://x.com/BitwiseInvest/status/1815486131376370002 https://x.com/BitwiseInvest/status/1815716188447482341 https://x.com/EricBalchunas/status/1815775953554932076

Permissionless: https://blockworks.co/event/permissionless-iii

00:29:33 Kamala Pro Crypto? https://x.com/jchervinsky/status/1815131074097549776 https://x.com/DeItaone/status/1815813380256719213 https://x.com/RyanSAdams/status/1816125576891031708 https://x.com/RyanSAdams/status/1816213070047519153

00:36:05 Bitcoin Conference Conspiracy https://x.com/RyanSAdams/status/1816476366021316648 https://www.foxbusiness.com/politics/wyoming-sen-lummis-plans-announce-legislation-strategic-bitcoin-reserve-nashville-conference https://x.com/Tyler_Did_It/status/1815428108092084254

00:43:43 Nic Carter Fight Night https://x.com/TrustlessState/status/1816476721153282305 https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1721926760445 https://x.com/AltcoinDailyio/status/1815849283826114586

00:49:17 Is Polymarket Crypto's Killer Use Case? https://x.com/balajis/status/1815134501171060756?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/yugacohler/status/1807424956529344989?s=46

00:54:19 Coinbase Tokenized Money Market Fund https://www.coindesk.com/business/2024/07/24/coinbase-asset-management-plans-tokenized-money-market-fund-a-hot-area-after-blackrocks-buidl-success-sources/

00:54:41 Jito Restaking https://x.com/jito_sol/status/1816488798374830164

00:55:16 Really Interesting Survey Results https://x.com/thetrocro/status/1815491534550417525 https://x.com/thetrocro/status/1815491549704438090

00:59:26 Proton Wallet Release https://x.com/ProtonWallet/status/1816090220359475651

01:00:50 Meme Of The Week https://x.com/RyanSAdams/status/1816194402831982975

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

ETH ETFs Begin Trading | Matt Hougan Jul 24, 2024

The ETH ETFs have officially launched, but wen $ETH moon?

We saw $1.1B in volume and $100M in inflows yesterday. Is that good? When will this factor into price?

Matt Hougan, CIO of Bitwise joins Ryan and David midway through the show to go over the above and also how the ETH ETF launch went, predictions going forward, and much more.

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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

2:35 ETH ETF Launch https://x.com/EricBalchunas/status/1815489137484722333 https://x.com/JSeyff/status/1815422061365305494 https://x.com/NateGeraci/status/1815487451726499864 https://x.com/Ashcryptoreal/status/1815677145810649151 https://x.com/JSeyff/status/1815737082129650047 https://x.com/RadarHits/status/1815674577726406748 https://x.com/JSeyff/status/1815737643948286104 https://x.com/BitwiseInvest/status/1815486131376370002 https://x.com/BitwiseInvest/status/1815716188447482341 https://x.com/QuintenFrancois/status/1815624631115460662 https://x.com/BitwiseInvest/status/1815486261337182504 https://x.com/VitalikButerin/status/1815697566614655158

6:44 Matt Hougan Interview https://x.com/JSeyff/status/1815958023317205232 https://x.com/NateGeraci/status/1815885624467210263 https://x.com/JSeyff/status/1815958023317205232

33:02 Grayscale & Grayscale Minitrust: Wen Moon? https://x.com/JSeyff/status/1814347183522754773 https://x.com/Grayscale/status/1815688403381531021 https://x.com/NateGeraci/status/1815556927918600209

38:40 Hildobby Dune Board WIP https://dune.com/hildobby/eth-etfs

39:31 Bitcoin ETF Flows https://x.com/News_Of_Alpha/status/1815532026486776288 https://x.com/TrustlessState/status/1815713932453028059

41:16 Bullish Setup Going into the Rollup tomorrow https://x.com/TrustlessState/status/1815390176132186202 https://x.com/DeItaone/status/1815813380256719213 https://x.com/DavidFBailey/status/1815848521205178404

44:00 Closing & Disclaimers

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

Live: Eric Balchunas on The $ETH ETF Launch Jul 23, 2024

The Ether spot ETF has officially started trading as of today July 23rd, 2024 marking a landmark day for Ethereum and crypto as a whole. We're going live today to discuss the magnitude of this moment and what it means for Ether the asset, and more broadly the entire crypto industry. This is a big deal and we're stoked to be sharing this moment live with the Bankless Nation.

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⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------

TIMESTAMPS

00:00 Intro To Eric 02:53 $1B Daily Inflows 06:17 Mini ETH 08:13 What To Look For Next 12:25 #2 Launch Of All Time? 19:12 Pitching ETH To The World 24:08 ETH As A Tech Platform 27:43 Winners of BTC vs Winners of ETH ETFs 30:32 What To Watch

------ RESOURCES

Eric Balchunas: https://x.com/EricBalchunas

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

Why Banks Suck, The Great Taking & How To Prepare | Mel Mattison Jul 22, 2024

Why do banks suck?

Banks suck is the reason we started this bankless thing. Not that banks are all bad but they take too much and give to little. They need to be disrupted.

We brought Mel Mattison, author of Quoz, and he’s very clear on what’s wrong with banks.

They’ve become too centralized, unbalanced, short-sighted, corrupt. Power has tilted away from the people and into the hands of a central banking cabal. The relationship between sovereign governments and private banks has become an unholy alliance.

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⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/35?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS

0:00 Intro 5:41 Quoz 8:15 Monetary History 19:13 History of Banks 29:27 Banks: The Good 42:17 Banks: The Bad 57:16 The Banking Cabal 1:12:55 The Central Bank Endgame 1:20:56 The Great Taking 1:33:12 How to Prepare 1:42:17 Crypto 1:52:43 Closing & Disclaimers

------ RESOURCES

Mel Mattison https://x.com/melmattison1

Quoz https://www.melmattison.com/quoz

The Great Taking https://books.google.pt/books/about/The_Great_Taking.html?id=JzSx0AEACAAJ&redir_esc=y

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

ROLLUP: Trump Pump | ETH ETF Next Week | Mt. Gox & Germany | Crypto Wars 2.0 Jul 19, 2024

Bankless Friday Weekly Rollup 3rd Week of July 2024

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🛞 MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUMa ⁠https://bankless.cc/Arbitrum

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

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/34

------ TIMESTAMPS & RESOURCES 0:00 Intro

3:44 Politics and Crypto https://www.cnbc.com/2024/07/15/bitcoin-jumps-as-markets-see-increased-odds-of-trump-victory.html 4:28 Trump selects JD Vance as his VP https://truthsocial.com/@realDonaldTrump/posts/112792061935980928 https://nypost.com/2024/07/17/us-news/trump-picking-jd-vance-as-vp-is-big-for-the-bitcoin-crowd/ https://x.com/RyanSAdams/status/1812933662880514479 https://www.standwithcrypto.org/politicians/person/jd---vance https://x.com/RyanSAdams/status/1812936021543149758 https://x.com/taylorjbarr/status/1812930126843126174 https://x.com/shayne_coplan/status/1812931244621000896 https://polymarket.com/ 13:05 Trump considers Jamie Dimon as Treasury Secretary https://x.com/WatcherGuru/status/1813666502526329035 13:59 Trump wants the US to beat China in the crypto race https://www.theblock.co/post/305771/trump-wants-us-in-charge-of-crypto-before-china

15:46 Vitalik released a Blogpost: https://vitalik.eth.limo/general/2024/07/17/procrypto.html https://x.com/RyanSAdams/status/1813596134020895138 https://x.com/valkenburgh/status/1813634877910319499 https://x.com/tusharjain_/status/1813663311591870495 https://x.com/jchervinsky/status/1813635524026048908 https://x.com/MarconiWight/status/1813320579631706598

25:02 MARKETS L2 Update Scroll TVL increased by 21.9% to $1.01B in the past 7 days https://x.com/WuBlockchain/status/1812732829345947915 Base now 30% bigger https://x.com/jessepollak/status/1811080797706932468

34:19 Bitcoin liquidity Events (Gox and Germany) https://x.com/News_Of_Alpha/status/1813167748115292467 What can MtGox do to the price? https://x.com/ki_young_ju/status/1813277728998609338 Germany is most likely done with selling https://x.com/ArkhamIntel/status/1811830991708639719 How much Germany sold? https://x.com/ArkhamIntel/status/1813601540516524291

38:24 ETH ETF next week!! https://x.com/EricBalchunas/status/1812930206933655759 https://x.com/NateGeraci/status/1812961815833305104 https://x.com/jseyff/status/1813693107214717181 https://x.com/NateGeraci/status/1813698463403765780 https://x.com/coinage_media/status/1813539741851365812 https://x.com/jchervinsky/status/1813571352105979946 . 49:14 BTC ETF daily net flows trending up over the last two weeks https://x.com/WClementeIII/status/1812996129648439633 https://x.com/ericbalchunas/status/1813187237762244840 https://x.com/EricBalchunas/status/1812864261170905281

53:39 Uniswap Extension is now open to everyone! https://x.com/Uniswap/status/1813212643139711384

54:58Crypto Wars 2.0 Positive developments in Roman Storm's Tornado Cash defense https://x.com/valkenburgh/status/1811851516833394994 https://www.coindesk.com/policy/2024/07/12/conduct-versus-code-may-be-the-defining-question-in-roman-storm-prosecution/

58:15 Molly White launched her new crypto initiative https://x.com/molly0xFFF/status/1811836793353884053 https://x.com/RyanSAdams/status/1812950495218045424

1:03:27 MEME of the Week https://x.com/GoingParabolic/status/1813012646339465334

1:04:47 Moment of Zen Bitwise’s new ETH commercial is out! https://x.com/BitwiseInvest/status/1813553235703263276

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

Making America Pro-Crypto | Congressman French Hill Jul 18, 2024

Bankless Nation, the question today is: Is the U.S. flipping pro-crypto?

The United States has either been anti-crypto or neutral since the birth of Bitcoin. That’s starting to change. For the first time, we actually have momentum in D.C. There will be many battles ahead, but right now, crypto is making progress.

What would a pro-crypto America look like? What laws do we need to pass to get there? Who do we still need to convince, and how close are we?

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------ BANKLESS SPONSOR TOOLS:

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🛞 MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🦄 UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/33?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS

00:00 Intro 06:01 Trump's Assasination Attempt 09:28 Thought On VP Nominee JD Vance 12:59 Why is Crypto Important to You? 16:11 Legislation 20:36 Why Didn't Democrats Pivot? 23:32 SAB-121 Status Update 29:03 The Next Generation of Products 34:22 Gensler's SEC 36:52 Election Impact on Crypto

------ RESOURCES

Rep French Hill

https://x.com/repfrenchhill

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

Is SOL Undervalued? 83% Discount to ETH? | Michael Nadeau Jul 17, 2024

SOL is currently trading at an 83% discount to ETH - should it be?

Michael Nadeau is a crypto analyst who can help us answer this question. His approach isn’t technical, he isn’t a decentralization-maximalist, and he doesn’t represent any specific tribe. Instead, he focuses on current on-chain fundamentals like daily active users, fee revenue, and Total Value Locked to provide insights.

In our discussion, we explore why fundamentals matter when analyzing crypto assets like ETH and SOL. We review the data for 2024 to see who’s winning and examine the catalysts for both ETH and SOL. Additionally, Michael shares his price predictions for ETH and SOL this cycle and offers insights on which asset will outperform the other in the second half of the bear market.

------

✨ Mint the episode on Zora ✨

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------

🐡 PUFFER | CHECK OUT PUFFER UNIFI

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⚡️ FUEL | EARN FUEL POINTS

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⚖️ ARBITRUM | SCALING ETHEREUM

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🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION

05:47 Vitalik Updates https://x.com/ranjan3118/status/1810707552256327783 https://x.com/0xMichz/status/1810771333846028629?t=4WJ_G8nmaQfz2fbiB7ggeQ&s=19 https://www.theblock.co/post/304479/vitalik-buterin-pushes-for-ethereum-to-respond-to-51-attacks-in-a-more-automated-way

------

TIMESTAMPS

00:00:00 Start

00:02:59 Are Fundamentals Having a Moment?

00:08:59 Solana's 83% Discount

00:12:11 Fundamentals Data

00:17:09 Fees, SOL vs ETH

00:19:52 Fee Generation & MEV

00:22:36 DEX Volume

00:25:31 Stablecoin Volume

00:28:08 Total Value Locked

00:31:49 Core Devs

00:34:50 Value Accrual

00:41:45 The Bull Case For Ether

00:49:22 Upcoming Catalysts

00:57:09 Qualitative Differences

00:59:40 Price: SOL vs ETH

01:04:10 Price Targets

------

RESOURCES

Michael's Report: https://thedefireport.io/research/sol-discount-eth

------

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

https://www.bankless.com/disclosures⁠

Stocks Up & Crypto Flat...Why? | Jim Bianco Jul 15, 2024

Why are stocks up but crypto’s not? What happened to the bull market?

Jim Bianco is the perfect guest to intersect crypto, traditional finance and the broader macro world. And that’s exactly why we brought him on the show today.

We ask him:

- Are tech stocks in an AI bubble? - Is crypto going to have its moment? - How’s the U.S economy really doing? - What are the next potential market movers?

Jim guides us through all this, not only that, he explains how he’s positioning himself and his portfolio for 2024.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/31?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

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------ BANKLESS SPONSOR TOOLS:

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

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ TIMESTAMPS

0:00 Intro 5:28 Stocks Outperforming Crypto? 12:36 AI Bubble? 18:05 Buffet Indicator 22:57 Money Markets at ATH 28:21 Crypto ETFs 38:02 Tokenization 42:50 Crypto’s Political Shift 51:37 Crypto’s Pain Points 1:04:19 Inflation 1:12:07 Recession Coming? 1:22:05 Market Movers 1:26:37 Jim Bianco’s Portfolio 1:32:48 Closing & Disclaimers

------ RESOURCES

Jim Bianco https://x.com/biancoresearch

Bianco Research https://www.biancoresearch.com/visitor-home/

Bianco Research Advisors https://www.biancoadvisors.com/

Exponential https://exponential.fi/

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

ROLLUP: Stocks vs. Crypto | EthCC Recap | Trump BTC Conf Speaker | ETH Documentary Release Jul 12, 2024

Bankless Friday Weekly Rollup Second Week of July ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/30?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 🐡 PUFFER | CHECK OUT PUFFER UNIFI https://bankless.cc/PufferUnifi ------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

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

03:18 ETH CC Vibes https://x.com/TrustlessState/status/1811041008966160595

08:53 Getting Robbed? https://x.com/evanincrypto/status/1810377921628123333

10:09 Speaking of Crime... https://x.com/_b33ts/status/1811171877416792528

10:45 Bankless ETHCC Meetup https://x.com/BanklessHQ/status/1810629985298006148

11:21 Markets https://x.com/caprioleio/status/1809146232104988817 https://x.com/ArkhamIntel/status/1810611088838279436 https://x.com/JoanaCotar/status/1808888782738911614 https://www.theblock.co/post/303911/bitstamp-mt-gox-bitcoin-asap-once-arrives

15:09 Bullish Factors https://x.com/jseyff/status/1809432981573865565?s=46 https://www.theblock.co/data/crypto-markets/bitcoin-etf https://x.com/NateGeraci/status/1810731660247453976

18:18 ETH ETF Incoming https://x.com/EricBalchunas/status/1810331280006861268 https://cointelegraph.com/news/ethereum-etf-launch-close-to-finish-line-bitwise-cco

19:01 Grayscale ETHE https://x.com/SGJohnsson/status/1810420032541020174 https://ycharts.com/companies/ETHE/discount_or_premium_to_nav

25:53 Good Inflation Numbers https://www.barrons.com/news/us-stocks-pause-near-records-after-good-inflation-data-5bb78439 https://x.com/WatcherGuru/status/1811377447461339368

26:34 Stocks Up, Crypto Uhh? https://www.theblock.co/data/crypto-markets/prices/btc-pearson-correlation-30d https://www.tradingview.com/chart/?symbol=NASDAQ%3AQQQ https://x.com/EricBalchunas/status/1808155233274458605

30:38 BUIDL $500M Market Cap https://etherscan.io/token/0x7712c34205737192402172409a8f7ccef8aa2aec

32:48 Tokenized Assets https://app.rwa.xyz/treasuries https://fortune.com/crypto/2024/07/10/goldman-sachs-launch-tokenization-bitcoin-etfs-crypto-mcdermott/ https://www.mckinsey.com/industries/financial-services/our-insights/from-ripples-to-waves-the-transformational-power-of-tokenizing-assets

35:13 ETH Gas Fees Are LOW https://etherscan.io/chart/gasprice https://www.growthepie.xyz/fundamentals/rent-paid https://x.com/lookonchain/status/1808411819700277746 https://thedefireport.io/research/sol-discount-eth

42:08 Crypto Enters GOP Platform https://x.com/nic__carter/status/1810378813089718518?s=46

45:31 Donal Trump Joins Bitcoin Conference https://x.com/TheBitcoinConf/status/1811181245906506031

47:24 The Role of Crypto In Elections https://www.grayscale.com/elections https://x.com/RyanSAdams/status/1811033027834708226

50:31 Celsius Sues Thousand Of Users https://x.com/CelsiusLOC/status/1808137312242479441

53:47 Ethereum Story Documentary https://paragraph.xyz/@ethereumfilm/not-just-a-film https://www.reddit.com/media?url=https%3A%2F%2Fi.redd.it%2Fblo1x040x8d81.png

55:41 Raises https://x.com/romeprotocol/status/1810657493875294558?s=46&t=dAxCjT2P_GIrJMvMgWIpfA

57:04 Meme of The Week

58:09 Moment of Zen https://x.com/BitwiseInvest/status/1810303321099366453

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

Why You Should Leave Your Country | Andrew Henderson Jul 10, 2024

Is it a good idea to diversify your citizenship given the current global landscape?

We brought on Andrew Henderson, an entrepreneur, a global citizen to nearly a dozen countries around the world, and the founder Nomad Capitalist - a company that helps people maximize their freedom by getting multiple citizenships and passports.

Hear why considering a second or even a third citizenship might be beneficial, the most crypto-friendly jurisdictions, and what an exit tax entails. Andrew also shares why he renounced his US citizenship and provides insights into the costs and process of obtaining a second passport.

------ 📣DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-andrew-henderson-interview

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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ TIMESTAMPS

0:00 Intro 6:04 Where Is Andrew? 6:52 Andrew’s Citizenships? 8:26 Audience Overview 10:47 Andrew On Multiple Citizenship? 14:41 Option To Exit 21:17 Why Multiple Citizenship? 29:01 Is Multiple Citizenship Urgent? 35:20. What Is Exit Tax? 41:32 Regaining US Citizenship 46:20 Andrew’s Top 5 Citizenships 51:36 Dual Citizenship: Factors & Process 54:30 Who Is It For? 59:31 Lifestyle Trade-Offs 1:03:51 Crypto-Friendly Jurisdictions? 1:06:02 Digital Citizenships? 1:07:19 Is This Unpatriotic? 1:10:54 What If There’s No Option? 1:15:47 Is This Unfair? 0:23:30 Summary & Resources 1:27:21 Closing & Disclosure

------ RESOURCES

Andrew Henderson https://x.com/nomadcapitalist

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

Mike Solana: Trump, Crypto, Tech, Politics & Memetic Wars Jul 08, 2024

Is the U.S going to be ok?

Mike Solana (no relation to Solana the chain, that’s his name),is the editor-in-chief of Pirate Wires and the guy who broke the Trump Memecoin news.

We brought him on the show today to try to make sense of the current state of politics in the face of the upcoming election, and what it all means for crypto.

Expect to learn why tech has pivoted right, why democrats are cracking down on crypto, why media in 2024 is fundamentally broken and much more.

------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-mike-solana-interview

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/27?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

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🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ TIMESTAMPS

0:00 Intro 7:10 $DJT Memecoin 16:36 Crypto Politics 29:39 Mike’s Perspective on Crypto 34:12 Memetic Wars 37:58 Growth vs Degrowth 43:22 Information Wars 53:35 Social Media 1:01:52 Being Terminally Online 1:14:18 Media in 2024 1:26:30 2024 Election 1:31:15 Closing & Disclaimers

------ RESOURCES

Mike Solana https://x.com/micsolana

Pirate Wires Daily https://get.piratewires.com/pw/daily

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

ROLLUP: ETF Final Countdown | Polymarket's Huge Breakout | Chevron Defense | SEC Sues Metamask Jul 04, 2024

Bankless Friday Weekly Rollup First Week of July

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/26?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 📣 MANTLE QUEST ON AIRDROP HUNTER | WIN 1,000 $MNT https://bankless.cc/MantlesAnniversary ------ BANKLESS SPONSOR TOOLS:

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

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⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ TIMESTAMPS & RESOURCES 00:00:00 Happy 4th Of July

00:08:04 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd

00:10:13 A Likely Outcome

00:11:59 When ETF? https://x.com/NateGeraci/status/1807041501077110986 https://x.com/NateGeraci/status/1807548524910850284 https://www.youtube.com/watch?v=xaP5d1pmncY&ab_channel=Bankless

00:14:39 South America Is Growing https://thedefiant.io/news/defi/ethchile-highlights-triple-digit-growth-in-south-american-crypto-ownership

Crecimiento https://docs.google.com/document/d/15Mb1j9quuNAqZzuBfY60F9Y82emWjUktVfw8k--eeiw/edit#heading=h.u6pn408b547d

00:16:48 Why Are We Down? https://x.com/eli5_defi/status/1807712012342092145?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

00:22:40 Supreme Court overturned Chevron Deference https://x.com/JBSDC/status/1806799823107997893 https://www.supremecourt.gov/oral_arguments/argument_transcripts/2023/22-451_o7jp.pdf https://youtu.be/JlsM_k7PutQ?t=1243 https://x.com/JTLonsdale/status/1806697088509469119 https://x.com/balajis/status/1806773841395675218

00:28:02 Negative Takes https://x.com/kylascan/status/1806706937083441274 https://x.com/JBSDC/status/1806809534322590069

00:29:38 SEC Sues Consensus https://www.sec.gov/newsroom/press-releases/2024-79 https://x.com/MikeSeligEsq/status/1806834455962652760

00:35:51 US Marshals Service picks Coinbase https://www.coinbase.com/en-gb/blog/u-s-marshals-service-chooses-coinbase-to-safeguard-trade-its-large-cap https://x.com/ErikVoorhees/status/1806105760461726023

00:37:00 BNB and BUSD Sales Aren’t Securities https://x.com/EleanorTerrett/status/1806896212173328850 https://x.com/MetaLawMan/status/1807075663666434311

00:40:53 ZKsync Elastic Chain https://x.com/zksync/status/1808125972434067699 https://imgur.com/nYDhE9u https://x.com/hudsonjameson/status/1808326321728283093

00:47:19 Zerion No-Fee Chain https://x.com/zerion/status/1806364593352016174

00:48:16 Election Season is Polymarket Season https://www.coindesk.com/policy/2024/06/28/crypto-unmentioned-at-first-2024-presidential-debate/ https://polymarket.com/event/presidential-election-winner-2024?tid=1719919681564

00:55:53 Vitalik Likes https://x.com/vitalikbuterin/status/1808092065483436481?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g

00:56:37 Coinbase and Stripe https://x.com/coinbase/status/1806425092513210492

00:57:06 Pay On Warpcast https://x.com/dwr/status/1806774735109562789

00:57:58 IRS issued crypto tax regime for 2025 https://www.irs.gov/newsroom/treasury-irs-issue-final-regulations-requiring-broker-reporting-of-sales-and-exchanges-of-digital-assets-that-are-subject-to-tax-under-current-law-additional-guidance-to-provide-penalty-relief-address

01:00:23 Circle's New License https://x.com/jerallaire/status/1807791418489889279 https://x.com/paddi_hansen/status/1808085759947124778

01:01:44 Raises Of The Week https://x.com/astriaorg/status/1808534932060614983?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://www.youtube.com/watch?v=5809YJpbhFg

01:02:59 JokeRace Update https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7

01:04:54 Meme Of The Week https://x.com/testinprodcap/status/1806735419792302142

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

Chevron Deference: 40-Year Decision Reversed & Explained | Justin Slaughter Jul 03, 2024

Is the Chevron Deference case good for crypto? Is it good for the U.S.? Or is this a giant tradeoff that will lead to bad outcomes?

Crypto enthusiasts, pro-tech individuals, and those on the right say this will stop regulators from making random rules.

Non-crypto sources, mainstream media, and those on the left say it will lead to chaos, unchecked corporations, and poor governance.

So, what’s the truth? That’s what we’re here to find out. Our guest today is Justin Slaughter, current policy director at Paradigm and previous senior adviser of the SEC and chief policy adviser of the CFTC.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/25

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

🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap

⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

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

------ TIMESTAMPS

0:00 Intro 3:51 Slaughter 4:14 Ex-SEC & Ex-CFTC 6:52 Is D.C. Out to Get Us? 7:50 (Loper Bright) Chevron Deference 22:56 Arbitrary & Capricious 26:00 Impact of Shift in Power 32:04 Summary So Far 37:57 Different Framing Argument 41:12 Congress Not Doing Their Job? 47:46 Good For The Left? 51:06 Crypto Implications 55:04 Enforcement Action 56:53 The New Power Fight 58:18 Closing & Disclaimers ------ RESOURCES

Justin Slaughter https://x.com/JBSDC

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

ETH ETF: Bullish or Bearish? | Alex Thorn & Matt Hougan Jul 01, 2024

Is the Ethereum ETF Bullish for ETH?

Matt Hougan and Alex Thorn put together their own analysis of inflows for the ETH ETF. Remarkably, their numbers came in somewhere close to the same place.

We discussed how much demand there will be for the ETH ETF, whether or not it will overperform or underperform expectations and the overall state of the Crypto Market today.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/24?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ TIMESTAMPS

0:00 Intro 2:18 When ETH ETF? 7:16 Data Gathering Process 13:59 The BTC ETF Datapoint 24:17 Estimating ETH ETF Inflows 42:19 Price Impact 52:36 The ETH ETF Bear Case 1:03:14 Solana ETF? 1:05:44 The State of the Market 1:13:53 Closing & Disclaimers

------ RESOURCES

Matt Hougan https://x.com/matt_hougan

Alex Thorn https://x.com/intangiblecoins

Bitwise https://bitwiseinvestments.com/

Galaxy Digital https://www.galaxy.com/

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

ROLLUP: Solana ETF? | $Blast L2 Launch | Solana's Blink & ZK Compression | ETH ETF Next Week? Jun 28, 2024

We’re on the edge of our seats with the potential Ethereum ETF launch just days away. Are ETH ETF products finally going to be tradeable next week?

Solana is also in the spotlight, hinting at its own ETF while rolling out impressive innovations like ZK Compression and Blinks.

The Blast token has also finally dropped! Are you eligible? We unpack everything you need to know.

Plus, Ethereum’s new execution client might unlock a hidden beast. And we cover everything happening price with prices. Are we in a crypto bull or bear? Tune in to find out.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/23

------ 📣PERMISSIONLESS | GET YOUR TICKETS NOW https://bankless.cc/PermissionlessDiscount

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:19 Markets

3:53 Mt.Gox is ready to distribute the bitcoin https://x.com/WatcherGuru/status/1805168222645244311 https://x.com/Ian_Unsworth/status/1805251746354131379

9:07 Germany is about to start selling the seized bitcoin https://x.com/ArkhamIntel/status/1805542881454633282

9:30 Meanwhile, the U.S. government sent $240M of BTC to Coinbase https://x.com/DegenerateNews/status/1806012142094614695 https://x.com/RyanSAdams/status/1806347784129290364

11:09 ETH Tailwinds https://x.com/Matt_Hougan/status/1804137327964438729 https://x.com/econoar/status/1805123906602144125

15:31 L2 Update https://l2beat.com/scaling/summary https://rollup.wtf/

17:33 Bitcoin flows https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-onchain-flows https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-on-chain-total-net-flows

18:21 All spot ETH ETF S-1 amendments are now in! https://x.com/NateGeraci/status/1804264951315403233 https://x.com/matthew_sigel/status/1805624888821989576 https://x.com/Matt_Hougan/status/1805941968838533534

21:20 Cooked Airdrops https://x.com/k1z4_/status/1804498112154620370 https://imgur.com/a/q7riQXD

27:41 Is Solana getting an ETF? https://x.com/matthew_sigel/status/1806313241431138434 https://x.com/JSeyff/status/1806322096924217412 https://x.com/JSeyff/status/1806324109045031034 https://x.com/EricBalchunas/status/1806319656694628659 https://x.com/JSeyff/status/1806330548887093414 https://x.com/jchervinsky/status/1806331553594675563 https://www.coingecko.com/en/coins/solana

32:10 Solana’s Blinks + ZK Compression https://x.com/solana/status/1805587979723063440 https://x.com/phantom/status/1805588661213220968 https://x.com/dabit3/status/1805955810800947472 https://x.com/0xCygaar/status/1804536674338357368 https://x.com/ufukaltinok/status/1804362153903681823

39:20 Blast launched their airdrop https://x.com/Blast_L2/status/1805630569830924310 https://www.coingecko.com/en/coins/blast https://x.com/blur_io/status/1805631184028024909 https://x.com/OlimpioCrypto/status/1805634498358366697

45:44 Ethereum execution client Reth was launched! https://x.com/gakonst/status/1805920383390154845

48:52 MiCA is about to enforce strict rules for stablecoins https://www.theblock.co/post/301989/eu-crypto-mica-stablecoin-disruption https://x.com/SethHertlein/status/1799102535459877201

52:15 Gary Continues Taking Ls https://x.com/MinarikLaw/status/1805715857030439306 https://x.com/EleanorTerrett/status/1806334142432293142 https://x.com/milesjennings/status/1806354239092080665 https://x.com/WatcherGuru/status/1806303516694122663 https://www.coindesk.com/policy/2024/06/27/coinbase-accuses-us-sec-fdic-of-improperly-blocking-document-requests/

56:39 Winklevoss twins donated $2M in BTC to Trump’s campaign https://x.com/tyler/status/1803872859938549920

59:10 Raises and BVC Investments https://x.com/hotpot_dao/status/1806357081231909168 https://x.com/KAndrewHuang/status/1805632313759514783

1:01:47 Voting on Bankless Nation podcast suggestions starts today! https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7

1:03:34 July schedule… https://lu.ma/k0amrrnz https://x.com/TrustlessState/status/1805381346510225776

1:04:58 Meme of the Week https://x.com/BitwiseInvest/status/1806326930477654147

1:05:43 Closing & Disclosures

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

PleasrDAO Releases Secret Wu-Tang Album | Leighton Cusack & Matt Metkov Jun 27, 2024

David is joined by Leighton Cusack and Matt Metkov, two members of PleasrDAO, the organization that owns and is releasing the Wu-Tang Album.

The Wu-Tang Clan created a unique album, “Once Upon a Time in Shaolin,” to combat music’s devaluation in the digital age. It was bought by Martin Shkreli in 2015, who later lost it due to a fraud conviction. In 2021, PleasrDAO, a crypto collective, purchased the album to restore its value and make it accessible to the public, promoting fairer digital ownership in the Web3 era.

Hear how you can own the most exclusive music album and help support the movement.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/22

------ BANKLESS SPONSOR TOOLS:

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

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro 9:09 What’s Special About This Album? 11:13 One-Off Event Or New Path For Artists? 14:24 Music Scenario: 2014 vs. Now? 17:41 Music Renting VS Collecting/Ownership 22:25 How To Own The Album? 26:47 Rights & Collaboration 28:07 Rethinking Music Distribution 31:02 Magnitude Of Album Release 32:47 Why Crypto People Should Care? 34:56 David On The Album Songs 38:05 Where To Own The Album? 40:16 Sales & Record-Breaking Week 43:48 Closing & Disclosures

------ RESOURCES

Mint Here https://thealbum.com

Leighton https://x.com/lay2000lbs

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

Is Crypto Still in a Bull Run? | RSA+DH Jun 26, 2024

Is the crypto bull market over? The crypto sentiment has suddenly flipped bearish. The skeptics are saying that the ETH ETF will amount to nothing. Gox will dump on you. There are no new crypto use cases. There’s too much token supply. The bearish list goes on. So what gives? Is this just summertime slowness or is the bull market over? ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/21 ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 ⁠ 🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/ 🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

------ TIMESTAMPS & RESOURCES 0:00 Intro 1:15 Current Market Sentiment https://x.com/splitcapital/status/1805346083981201775 https://x.com/biancoresearch/status/1805341535967527200 https://x.com/SplitCapital/status/1805349168229367936 https://x.com/cryptobran_/status/1805331025905729983 https://x.com/mrjasonchoi/status/1804107651854594071 https://x.com/tmnxeq/status/1804913082571071679 12:49 ETH ETF is Bearish https://x.com/Rewkang/status/1804735595111211104 16:26 Gox will Dump on You https://x.com/WatcherGuru/status/1805168222645244311 https://x.com/RyanSAdams/status/1804138577204289900 19:20 No New Crypto Use Cases https://x.com/0xCygaar/status/1801667353207521364 https://x.com/divine_economy/status/1802510497633198565 https://x.com/milesdeutscher/status/1800190273517211699 26:09 Any Bulls Left? https://x.com/econoar/status/1805447135141544280 https://x.com/milesdeutscher/status/1805249025643581761 https://x.com/fejau_inc/status/1805242741494005780 https://x.com/intangiblecoins/status/1805244957252284916 https://x.com/intangiblecoins/status/1805244973261914582 https://x.com/pythianism/status/1805608579422208061 https://x.com/pythianism/status/1804987849059787113 https://x.com/iamDCinvestor/status/1804998114090389795 https://x.com/cburniske/status/1805308535611502763 https://imgur.com/DXcyjMS 43:27 Closing & Disclosures ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

The Case for Authoritarianism | Vitalik Buterin & Noah Smith Jun 25, 2024

What if the information anarchy of the internet spells the downfall of liberalism?

Economist Noah Smith and Ethereum Founder Vitalik Buterin join us for a fascinating discussion on why Authoritarianism might be the answer to the current information warfare. Yes, you heard that right.

We start the episode by defining liberalism, how it has brought excessive polarization and why totalitarianism might be the only solution left. We then steelman the case against this same argument and how blockchains and crypto could play a role in all this.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/20?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise

------ BANKLESS SPONSOR TOOLS:

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

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

------ TIMESTAMPS

0:00 Intro 8:53 Defining Liberalism 21:50 Information Warfare 42:17 Summarizing the Argument 55:09 Could the Thesis be Wrong? 1:11:12 Information Leviathans 1:34:13 The Role of Blockchains 1:38:22 Closing & Disclaimers

------ RESOURCES

Vitalik Buterin https://x.com/VitalikButerin

Noah Smith https://x.com/Noahpinion

Noahpinion Blog https://www.noahpinion.blog/

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

Why We Should Fight for Freedom of Speech | Greg Lukianoff Jun 24, 2024

Why should we fight for Freedom of Speech?

That’s the question that Free Speech Lawyer and Writer Greg Lukianoff helps us answer today.

Using first principles, Greg goes deep into the importance of Freedom of Speech, “Free Speech Culture”, what happens to Free Speech when new technologies like the printing press and the internet are introduced, and how all this intersects with blockchains and crypto.

------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-greg-lukianoff-interview

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/19?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise

------ BANKLESS SPONSOR TOOLS:

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

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro 6:19 Defining Free Speech 15:59 Free Speech Origins 19:43 The Printing Press 37:11 The Constitution 39:50 Free Speech Culture 47:48 What Protects Free Speech 55:57 Generational Differences 1:09:17 Censorship Societies 1:16:29 The Internet 1:21:04 AI & Free Speech 1:23:04 Web2 Censorship 1:27:17 Freedom to Transact 1:36:38 Privacy 1:38:30 How to Get Involved 1:40:49 Closing & Disclaimers

------ RESOURCES

Greg Lukianoff https://x.com/glukianoff

The Eternally Radical Idea Newsletter https://greglukianoff.substack.com/

FIRE https://www.thefire.org/

Support FIRE Today! https://www.thefire.org/donate

The Canceling of the American Mind https://www.amazon.com/Canceling-American-Mind-Undermines-Threatens-ebook/dp/B0BTZT9PLM/ref=tmm_kin_swatch_0?_encoding=UTF8&sr=8-1

Free Speech: A History from Socrates to Social Media https://www.amazon.com/Free-Speech-History-Socrates-Social/dp/1541600495/ref=sr_1_1?sr=8-1

Revolution in the Age of Social Media https://www.amazon.com/Revolution-Age-Social-Media-Insurrection-ebook/dp/B00GVZJWAM

Free Speech, The People's Darling Privilege https://www.amazon.com/Free-Speech-Peoples-Darling-Privilege/dp/0822325292

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

ROLLUP: ETH Beats SEC! | Trump Coin? | LayerZero Token | ETH ETF Trading Soon Jun 21, 2024

Bankless Friday Weekly Rollup 3rd Week of June 2024

The SEC drops all charges against Ethereum 2.0—could it now be recognized as a commodity? Plus, hints surface about the launch date of the ETH ETF!

Airdrop season is still alive and well! LayerZero and zkSync tokens launched recently. Find out if you’re eligible and the market’s reaction.

And, did Baron Trump really launch a DJT memecoin on Solana? We unpack the latest buzz and drama. Tune in for all the details and so much more!

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/18 ------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise

------ BANKLESS SPONSOR TOOLS:

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

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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

2:55 MARKET https://x.com/WhalePanda/status/1802958996392870368 https://www.theblock.co/data/crypto-markets/bitcoin-etf/spot-bitcoin-etf-flows https://x.com/CryptoDonAlt/status/1802743515941609572 https://www.tradingview.com/chart/?symbol=AMEX%3ASPY https://x.com/saylor/status/1803763490928119950

9:35 ETH Price & ETH ETF Going Live https://x.com/EricBalchunas/status/1801725292404261308

13:03 Total Crypto Market Cap

13:46 L2Beat https://dune.com/hildobby/blobs https://dune.com/sealaunch/dex-metrics-on-base?Select+Date+Granularity_ed0f38=week&Select+Timeframe_ed47bb=365 https://imgur.com/YuXZfAv https://x.com/WazzCrypto/status/1803858912166449480 https://twitter.com/wbnns/status/1803217959479025857 18:40 Combo ETH + BTC ETF https://x.com/NateGeraci/status/1803080047303036971 https://x.com/Matt_Hougan/status/1803767324605886515 https://x.com/matthew_sigel/status/1801342560977190937 https://youtu.be/T2Ur8Dhc3uQ?si=Obqn5eY89sEUEdwi https://youtu.be/KUMGYEKIiGw?si=fS4pae1N_rr1f0C0

21:35 AIRDROP Season in full swing Bankless Claimables and AIrdrop Hunter https://www.bankless.com/claimables/reveal https://x.com/LayerZero_Fndn/status/1803744985029788042 https://www.coingecko.com/en/coins/layerzero https://x.com/LayerZero_Fndn/status/1803742303204323494 https://layerzero.foundation/claim https://www.theblock.co/post/300389/zksync-live-mcap-airdrop https://www.coingecko.com/en/coins/zksync https://x.com/TheZKNation/status/1802626483770265991 https://x.com/TheZKNation/status/1801378349442269345 https://docs.zknation.io/zk-token/zk-token-faq https://x.com/nansen_ai/status/1803003153820082270 https://x.com/cobie/status/1803071393484939602

31:58 MOTHER + DADDY Update https://www.coingecko.com/en/coins/mother-iggy https://x.com/IGGYAZALEA https://x.com/jimcramer/status/1800893795346637193 https://www.coingecko.com/en/coins/daddy-tate

37:21 What’s going on with $DJT? https://www.coingecko.com/en/coins/trumpcoin-2 https://x.com/PirateWires/status/1802825492405669930 https://www.newsweek.com/crypto-djt-barron-trump-martin-shkreli-1915147 https://x.com/ArkhamIntel/status/1803161788164288875 https://x.com/ArkhamIntel/status/1803471430727901455 https://x.com/zachxbt/status/1803240784436797871 https://x.com/zachxbt/status/1803371615524364503 https://x.com/jmgramke/status/1803792368388264399 https://x.com/WatcherGuru/status/1803759609808564306 https://x.com/MartinShkreli/status/1803821631279612367

50:38 U.S. SEC closes investigation in Ethereum! https://x.com/Consensys/status/1803230653120659641 https://x.com/laurabrooksie1/status/1803237492130234633 https://x.com/RyanSAdams/status/1803412140289560849 https://x.com/RyanSAdams/status/1803783619997052977

54:30 BitWise launches a new Ethereum ad for their incoming ETH ETF https://x.com/BitwiseInvest/status/1803789737620078875 https://zora.co/collect/base:0x9ada0269656e7855c95f54a34d4ef94f78892038/1

1:00:12 Kraken exploit for 3m and some drama - vs Certik https://x.com/c7five/status/1803403565865771370 https://x.com/P3b7_/status/1803479749005549647 https://x.com/tayvano_/status/1803478049280893040 https://x.com/sethforprivacy/status/1803520795735683528

1:06:34 Donald Trump wants all remaining Bitcoin to be 'Made in USA' https://x.com/intangiblecoins/status/1801771689249787936

1:08:06 Optimism & Tether Releases https://x.com/Optimism/status/1800974991313469445 https://chain.box https://x.com/Alloy_tether/status/1802676443781923289

1:10:45 Bankless ETHCC Meetup https://lu.ma/k0amrrnz

1:12:10 Who won the ETH ETF Pitch competition? https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706

1:13:45 Another voting for Bankless Nation! https://www.jokerace.io/contest/base/0x0bac0ec9b6aeafa6c2212f67a67950940eda63a7

1:15:38 MEME of the Week https://x.com/PleasrDAO/status/1803572250278514999

1:16:17 Closing & Disclaimers

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

Diaries of an ETH Maxi on Wall Street | Sam Jernigan Jun 19, 2024

Sam Jernigan, the “Unofficial ETH Maxi of Wall Street”, has been evangelizing Ethereum to institutional funds and billionaires from inside the house for the past five years.

Having the perfect blend of deep Ethereum knowledge and the full Wall Street experience, Sam guides us through how he became an ETH Maxi, why the lack of understanding of ETH in TradFi is the most bullish case for the asset and what the future holds for ETH institutional adoption.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/17

------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise

------ BANKLESS SPONSOR TOOLS:

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

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

------ TIMESTAMPS

0:00 Intro 7:47 Defining TradFi 20:05 Ethereum’s P/E Ratio 23:49 Sam’s Background 40:44 Becoming an ETH Maxi 52:57 The State of ETH in TradFi 57:38 ETH Bull Case 1:06:11 The Flippening 1:12:11 ETH ETF 1:19:26 Security vs Commodity Debate 1:24:00 TradFi: Friend or Foe? 1:34:39 Regulation 1:46:07 Closing & Disclaimers

------ RESOURCES

Sam Jernigan on X https://x.com/sjerniganiv

Sam Jernigan on LikedIn https://www.linkedin.com/in/samjernigan07302015/

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

ETH to $22k by 2030? | VanEck's Matthew Sigel Jun 18, 2024

In this episode, David Hoffman is joined by Matthew Sigel, Head of Digital Assets Research at VanEck, to unpack VanEck's groundbreaking ETH 2030 report. They discuss the $154,000 bull case, $22,000 base case, and $340 bear case for Ethereum, and the factors behind these predictions.

Matthew dives deep into the role of ETH ETFs and shares insights into ETH's evolving narrative in institutional portfolios. He also provides interesting analogies and comparisons between ETH and Web 2.0, explaining how VanEck will help traditional investors understand and invest in ETH using these narratives and real market data.

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⚡️CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro 7:16 VanEck Vibe Check ? 8:11 VanEck ETH 2030 Price Prediction Report 12:31 Last Year’s Report vs. Present Report 15:10 Ethereum Narrative For Retail 19:14 Pitching ETH To Customers 25:15 Parameters For Bear, Base & Bull? 28:49 What If ETH Reaches $154,000 32:31 ETH’s Most Bearish & Bullish Scenarios 33:40 Solana’s MEV vs. ETH’s MEV 41:28 BTC & ETH Allocation In Portfolio 45:59 Can Data Help Matthew Convince Customers? 49:30 $15B In ETF Assets 50:30 Closing & Disclosures

------ RESOURCES:

Matthew Sigel https://x.com/matthew_sigel

VanEck https://www.vaneck.com/us/en/ https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-eth-2030-price-target/

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

CZ, Bull Market Predictions & The Future of Binance | New CEO Richard Teng Jun 17, 2024

Now that CZ is gone, who’s going to fill his shoes?

His name is Richard Teng, the new Binance CEO. He’s joining the podcast today to not only share the story of how he got here, but also to define his vision for the future of Binance.

We ask him: Who is Richard Teng? What was it like to work with CZ? Why Crypto? What is going on in Nigeria? Bull Market Predictions?

If you want to know who’s taking charge in the next era of Binance, this episode is for you.

------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-richard-teng-interview

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro 7:16 Who’s Richard Teng 15:54 The Last 2 Years 24:30 Filling CZ Shoes 34:58 The Future of Binance 48:33 What is Going on in Nigeria? 54:31 Why Crypto? 1:03:33 BNB Chain 1:05:48 Richard Teng’s Routine 1:08:25 Bull Market Predictions 1:14:21 Advice for Investors 1:16:17 User Fund Security 1:19:31 Closing & Disclaimers

------ RESOURCES

Richard Teng https://x.com/_RichardTeng

Tigran Gambaryan Article https://www.binance.com/en/blog/leadership/from-richard-teng-binance-ceo-tigran-gambaryan-is-innocent-and-must-be-released-3634612934164622056

Binance Proof of Reserves https://www.binance.com/en/proof-of-reserves

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

ROLLUP: ZkSync Airdrop | Optimism Fault Proofs | Pectra Ethereum Upgrade Jun 14, 2024

Bankless Friday Weekly Rollup 2nd Week of June 2024

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------ BANKLESS SPONSOR TOOLS:

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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------

TIMESTAMPS & RESOURCES

0:00 Intro

3:31 Markets

8:20 Gary G Says ETH ETF Approval “Sometime in Summer” https://x.com/tier10k/status/1801261940615848004

9:19 L2 Update

11:04 The Fed expects to cut rates just once this year https://www.cnbc.com/2024/06/12/fed-meeting-today-on-interest-rate.html

15:41 Will BTC ETF follow the gold ETF success path? https://x.com/hongkim__/status/1799442365892985257

20:48 ZKSync introduced ZK token https://x.com/TheZKNation/status/1800424206129357194 https://app.aevo.xyz/perpetual/zk https://x.com/eekeyguy_eth/status/1800461976969035910 https://blog.zknation.io/zk-token/ https://zknation.ghost.io/content/images/2024/06/points.png https://x.com/LibraryDefi/status/1800589632909832509 https://x.com/Gautamguptagg/status/1800539906923733397 https://x.com/Gautamguptagg/status/1800539906923733397 https://x.com/TheZKNation/status/1801020410563060031 https://x.com/TrustlessState/status/1801024526001815616 https://x.com/TrustlessState/status/1800758353511207103

36:46 Speaking of Airdrops: Taiko launched their TAIKO token https://x.com/taikoxyz/status/1798336750668136851 Find out whether you are eligible via Claimables! https://bankless.cc/3Jte55n

38:33 Optimism’s fault proofs are live! https://x.com/l2beat/status/1800530188171674070 https://x.com/VitalikButerin/status/1800547329931620625

49:23 Pectra is about to became the biggest upgrade of Ethereum history: https://x.com/sassal0x/status/1798869850200412383

55:34 Symbiotic introduced their restaking platform https://x.com/symbioticfi/status/1800530004776022493

59:29 Eigen Labs acquired Rio Network https://x.com/eigen_labs/status/1800888626642899321

1:01:41 Crypto:The Game was acquired by Uniswap! https://x.com/cryptothegame_/status/1800199946739822594

1:06:28 PleasrDAO releases the WuTang Album https://pitchfork.com/news/wu-tang-clan-once-upon-a-time-in-shaolin-turned-into-nft/ https://www.thealbum.com/

1:09:12 Terraform Labs agreed to pay SEC $4.5B! https://www.coindesk.com/policy/2024/06/12/terraform-labs-do-kwon-agree-to-pay-sec-a-combined-45b-in-civil-fraud-case/ https://x.com/TrustlessState/status/1800955721955283053

1:11:44 Alchemy introduced platform for building rollups https://x.com/alchemyplatform/status/1798747911226040679

1:13:03 New Paradigm Fund https://x.com/matthuang/status/1801283717664526835

1:14:41 The Daily Gwei https://www.youtube.com/@TheDailyGwei/videos https://x.com/thedailygwei https://x.com/sassal0x https://podcasts.apple.com/us/podcast/into-the-ether/id1443920565

1:15:49 Closing & Disclaimers

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

BitVM: The Holy Grail for Bitcoin? | Creator Robin Linus Jun 13, 2024

Today on the show, we’re exploring the frontier of ZK Rollups on Bitcoin!

The Bitcoin L2 landscape is standing on the shoulders of this technical implementation called BitVM. We brought Robin Linus, one of the author’s of the BitVM White Paper, to not only dive into how BitVM got started, but more importantly, what it means for the future of Bitcoin.

------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-robin-linus-interview

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro 5:03 Who is Robin Linus? 10:20 Why Bitcoin? 16:19 Bitcoin Needs to Scale 22:15 BitVM Eureka Moment 24:31 The State of BitVM 27:19 BitVM vs Ethereum Rollups 33:45 How Does BitVM Work? 46:07 BitVM Critiques 55:07 The Bitcoin L2 Space 59:33 The BitVM Endgame 1:03:07 The Future of Bitcoin 1:07:09 Closing & Disclaimers

------ RESOURCES

Robin Linus https://x.com/robin_linus

Robin Linus Website https://robinlinus.com/

BitVM https://bitvm.org/

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

The Trillion Dollar ETH Pitch | RSA+DH Jun 12, 2024

The Ethereum ETF is coming. What’s the best narrative for ETH to sell to TradFi/Wall Street? Ryan and David discuss the 7 leading ETH Narratives and then have a pitch-off amongst themselves. Each of them prepared a 1-2 minute pitch and then they each spend some time unpacking each other’s pitch and analyzing each point. Bankless Citizens get to vote - whose was better? Ryan or David’s? The winner gets a bragging rights POAP.

------ 📣BANKLESS CITIZENS VOTE HERE https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro

2:26 Eric Balchunas https://x.com/EricBalchunas/status/1794023427327533456

4:44 ETH Narratives https://x.com/TrustlessState/status/1795595286972383494

5:58 Ethereum is a Tokenization Platform https://twitter.com/ChainLinkGod/status/1798133271139901668 https://twitter.com/ChainLinkGod/status/1798133271139901668/photo/1

9:26 Ethereum is an app store https://twitter.com/jdorman81/status/1792927796353814640

13:56 Operating system and app store https://x.com/RasterlyRock/status/1791217181012701682

17:15 ETH is Digital Oil https://twitter.com/0xkydo/status/1740750772093296938

20:37 ETH is an Internet Bond https://www.bankless.com/eth-the-internet-bond

23:38 Programmable Money https://x.com/econoar/status/1124311475428790273

25:59 "ETH is Ultra Sound Money" https://twitter.com/drakefjustin/status/1352734923703123968

31:44 Pitches + Debrief/Analysis + Vote https://www.jokerace.io/contest/base/0x0f2211f6727e85dbfae20e7dbfe57875a1f2b706

44:05 Closing & Disclaimers

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

The End of the Petrodollar | Luke Gromen Jun 10, 2024

“Energy is the base layer of money” - that’s how our guest Luke Gromen puts it in today’s episode.

Luke is an Author and Investor who gives us a completely new way to look at money, through the lens of energy costs.

The essential learning of today’s show is that you can’t understand money until you understand energy markets. Apart from that Luke explains why the price of oil is about to force a monetary system change, why the 60/40 portfolio is dead and much more.

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------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-luke-gromen-interview

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS

0:00 Intro 5:57 Luke’s Thesis 12:23 Energy lens 23:23 Arc of the Dollar 28:31 Why Oil? 31:31 Energy as a Denominator 38:12 Energy Price Changes 45:31 Energy Miracles 59:22 Monetary System Change 1:10:41 Capital Controls 1:18:12 Future of the US 1:24:56 How to Prepare 1:30:37 Closing & Disclaimers

------ RESOURCES

Luke Gromen https://x.com/LukeGromen

FTT, LLC https://fftt-llc.com/

Luke Gromen Weekly Newsletter https://fftt-treerings.com/

Visualizing the History of Energy Transitions https://www.visualcapitalist.com/visualizing-the-history-of-energy-transitions/

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

ROLLUP: ETFs Back? | Robinhood Acquires Bitstamp | Biden SAB-121 Veto Jun 07, 2024

Bankless Friday Weekly Rollup 1st Week of June 2024

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⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------

TIMESTAMPS & RESOURCES

0:00 Intro

3:26 Prices

4:30 L2 Update https://x.com/jessepollak/status/1798731497173905439 https://x.com/0xKofi/status/1797645289307951127 https://x.com/Uniswap/status/1797624523711561828 https://x.com/RyanSAdams/status/1798460468069085234

10:00 3 more milestone numbers on the wk https://x.com/TrustlessState/status/1798497346512412898 https://x.com/0xDeFiDevin/status/1797462120713613511 https://twitter.com/sorellalabs https://www.coingecko.com/en/coins/bnb

17:52 FROTHY STONKS https://x.com/greg16676935420/status/1798404597897363936 https://companiesmarketcap.com/assets-by-market-cap/ https://www.reddit.com/user/DeepFuckingValue/ https://www.tradingview.com/chart/?symbol=NYSE%3AGME https://x.com/JasonHitchcock/status/1797437168324899192

26:04 ETFs are back baby! Wen ETH ETF, wen banana zone for ETH? https://x.com/CarpeNoctom/status/1798170536146825630 https://x.com/ericbalchunas/status/1798156058487382232 https://x.com/bitcoinmagazine/status/1796120216780333409 https://x.com/EricBalchunas/status/1797644643712262482 https://finance.yahoo.com/news/blackrock-says-10m-seed-money-174942096.html https://x.com/ericbalchunas/status/1796606348324634798 https://x.com/EricBalchunas/status/1797589909768949827 https://x.com/EleanorTerrett/status/1798351844248576311 https://x.com/AlexanderGrieve/status/1798352191713157308 https://x.com/RyanSAdams/status/1796543517671424065 https://x.com/tradetheflow_/status/1797520578087465295/photo/2 https://x.com/vaneck_us/status/1798428976068657411 https://x.com/vaneck_us/status/1798432653726658619

43:55 President Biden missed the layup - vetoed SAB-121 https://www.whitehouse.gov/briefing-room/presidential-actions/2024/05/31/a-message-to-the-house-of-representatives-on-the-presidents-veto-of-h-j-res-109/ https://www.aba.com/advocacy/policy-analysis/letter-to-president-biden-sab-121 https://x.com/faryarshirzad/status/1796837972978872764 https://x.com/nic__carter/status/1796687373314445766 https://x.com/standwithcrypto/status/1798433256339079417 https://x.com/fejau_inc/status/1796310685330051121 https://www.coindesk.com/markets/2024/05/30/trump-token-sinks-after-former-us-president-is-found-guilty-in-new-york/

52:50 Robinhood Acquires Bitstamp https://x.com/RobinhoodApp/status/1798672303519342898 https://twitter.com/vladtenev/status/1798680590344126963

55:05 Celebcoin Culture Wars https://www.coingecko.com/en/coins/mother-iggy https://x.com/VitalikButerin/status/1798290424622113230 https://x.com/IGGYAZALEA/status/1798471807647068297 https://x.com/haydenzadams/status/1798551176834638114

59:32 ETH Coinbase’s smart wallets is now officially launched! Is this how we get to billions? https://www.coinbase.com/blog/a-new-era-in-crypto-wallets-smart-wallet-is-here https://x.com/jessepollak/status/1797772737207062752

1:02:31 StarkWare plans to bring ZK scaling to Bitcoin alongside Ethereum https://x.com/StarkWareLtd/status/1797985467666940265 https://bankless.cc/PermissionlessDiscount

1:05:31 Punks below 30 ETH https://x.com/punksOTC/status/1798093880711155918

1:06:26 Blackrock and Citadel wants to launch new rival Stock Exchange in Texas https://www.reuters.com/markets/us/blackrock-citadel-backed-group-start-new-national-stock-exchange-texas-wsj-2024-06-05/ https://x.com/delzennejc/status/1798399433651974301

1:10:21 Raises and BVC Investments Mountain raised $8M in Series A https://x.com/MountainUSDM/status/1798740495679815731

1:11:35 MEME of the Week https://x.com/TrustlessState/status/1798124339843449065

1:12:19 Closing & Disclaimers

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

When Will We Go Parabolic This Cycle? | RSA+DH Jun 05, 2024

After 3 months of flat crypto prices, people are asking “where are we in the cycle”? What if the real bull hasn't even started yet?

How big of the impact can the ETH ETF's really have and can they really take us to the coveted.... Banana Zone? All of that and more on this weeks episode of Bankless Takes.

------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/10

------ 🔐 GridPlus Lattice1 Hardware Wallet (use discount code BANKLESS2024 at checkout for 15% off) https://gridplus.io/products/grid-lattice1

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

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

------ TIMESTAMPS 00:00 Intro 03:18 The Bull Run is Boring 06:35 What Inning Are We In? 16:28 Demand For Gold Reserves 23:19 The Banana Zone 28:22 ETH ETF Impact 35:30 Celeb Memecoins 43:12 Key Takeaways

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

The Ethereum vs. Solana Debate | Justin Drake vs. Anatoly Yakovenko Jun 03, 2024

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/9?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-justin-drake-vs-anatoly-yakovenko-interview

------ Ethereum vs. Solana. That’s the debate we’re having today.

On Ethereum’s side we have Ethereum Researcher Justin Drake, and on the Solana’s we have Solana’s Co-Founder Anatoly Yakovenko.

They give us the good, the bad and the ugly of each other’s blockchain, settling their endgame towards the end of the episode.

This was one, if not the spiciest debate we had on the show. We tried our best to give both guests time with minimal intervention. At times went well, at others it caused deep semantic rabbit holes. But overall both guests were able to communicate their messages.

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------

BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo 🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa.

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 TRANSPORTER | CROSS CHAINS WITH CONFIDENCE https://transporter.io/

⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

------ TIMESTAMPS

0:00 Intro

7:16 The Good

22:30 The Bad

52:03 Global Shared State

1:06:07 Economic Security

1:30:08 The Ugly

1:47:23 The Endgame

1:55:22 Closing & Disclaimers

------ RESOURCES

Anatoly Yakovenko https://twitter.com/aeyakovenko

00:11:09 ETH Price Impact https://imgur.com/a/rkIfckX https://www.theblock.co/post/296237/qcp-capital-predicts-spot-ethereum-etf-approvals-could-drive-prices-higher https://www.grayscale.com/research/reports/the-state-of-ethereum https://thedefireport.io/research/the-turning-point#a-simple-framework-to-think-about-p https://x.com/ZachLight16/status/1794778924381082003

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

ROLLUP: ETH Price Target | ETF Launch Date | Celebcoin Drama | Major New L2s May 31, 2024

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/8?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ Bankless Friday Weekly Rollup Last Week of May

------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

🌐 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

------ TIMESTAMPS & RESOURCES 00:00:00 Injury Updates

00:05:16 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd

00:07:22 ETF Update https://x.com/tier10k/status/1793758369804886200?s=46&t=LKBC7Qtm18FnZ380xCF2pA

00:09:08 When Will ETFs Launch? https://x.com/EricBalchunas/status/1795934675380109479 https://x.com/NateGeraci/status/1795255561753424157 https://x.com/JSeyff/status/1795933440090452413

00:19:31 The ETH Narrative https://x.com/TrustlessState/status/1795595286972383494 https://youtu.be/vo2PjvZHIR4?si=ICEq25ulL4iaguOg&t=140 https://youtu.be/rlZo7x2ABHw?si=K6WKpHGP-4_L1k5w&t=50 https://x.com/jdorman81/status/1792927796353814640

00:30:26 David's Challenge

00:34:47 The Saylor Pivot https://x.com/JasonYanowitz/status/1793627497398948193 https://x.com/BeagleBitcoin/status/1794443617399885986 https://x.com/nic__carter/status/1792706827748294947 https://x.com/sassal0x/status/1794603287431528522

00:41:05 Presidential Pivot https://x.com/yugacohler/status/1794540212254589369 https://twitter.com/BitcoinMagazine/status/1794535395176366260?t=zcNFn9egY0fRCpxYNRu7sQ&s=19 https://www.theblock.co/post/297504/biden-campaign-shifts-crypto-stance-engages-crypto-industry-presidential-elections-2024?utm_source=twitter&utm_medium=social

00:47:21 Celeb Coins https://x.com/Caitlyn_Jenner/status/1794886435985846680 https://www.coingecko.com/en/coins/caitlyn-jenner https://x.com/Caitlyn_Jenner/status/1795269306693075404 https://x.com/Caitlyn_Jenner/status/1795277298490605934 https://x.com/Caitlyn_Jenner/status/1795973191325585733 https://x.com/coffeebreak_YT/status/1795948137397338120 https://x.com/waleswoosh/status/1795046157674045567

00:57:09 L2 Update https://l2beat.com/scaling/summary https://x.com/jessepollak/status/1795572376555712551 https://x.com/0xDesigner/status/1794040845642957102

00:59:57 ENS L2 https://x.com/ensdomains/status/1795440186513576318

01:01:33 Taiko Mainnet https://x.com/taikoxyz/status/1795078728768483464

01:03:14 Solana Updates https://forum.solana.com/t/proposal-for-enabling-the-reward-full-priority-fee-to-validator-on-solana-mainnet-beta/1456/97

01:05:52 ETH vs SOL Debate

01:06:32 Gary Takes Another L https://x.com/iampaulgrewal/status/1795511035870285827

01:08:20 Gemini Earn Updates https://x.com/Gemini/status/1795819898049884468 https://x.com/JSeyff/status/1795928574878245126

01:10:18 Railgun Volume Record https://thedefiant.io/news/regulation/railgun-privacy-protocol-surpasses-usd1b-in-volume-amid-crackdown-on-crypto-mixers

01:13:29 Warpcast Bankless Frame https://warpcast.com/bankless/0xca3e17df?utm_source=Socials&utm_medium=Farcaster&utm_campaign=warpcastclaimables

01:14:47 Meme of The Week https://x.com/eawosikaa/status/1795659750702719348

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

In This Economy? How Money & Markets Really Work | Kyla Scanlon May 28, 2024

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/7?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E

------ Is it all vibes? Always has been.

Kyla Scanlon is a writer, podcaster, analyst, founder of financial education company Bread, and an all around brilliant explainer of things hard to explain.

Expect to learn why economies are vibe reflectors, Kyla’s “economic kingdom” model and an overview on the current state of economic affairs.

Financial literacy is a superpower and Kyla managed to compress this topic that people have been trying to figure out for ages in an easy to understand economics toolbox.

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

------ TIMESTAMPS

0:00 Intro 6:55 The Vibes Economy 12:10 Understanding Money & Finance 17:04 The Economic Kingdom 20:37 The Monetary Castle 28:35 The Fiscal Castle 37:47 Vibes are the Economy 56:23 The Deciders 1:00:55 Housing Market 1:06:58 The Labor Market 1:13:35 Wealth Inequality 1:19:12 Energy 1:23:01 The Economics Toolbox 1:28:03 What’s Next for Kyla 1:33:03 Closing & Disclaimers

------ RESOURCES

Kyla Scanlon on X https://x.com/kylascan

Kyla Scanlon Website https://kylascanlon.com/

Order “In this Economy?” Now https://www.penguinrandomhouse.com/books/737854/in-this-economy-by-kyla-scanlon/

Kyla’s “AI Can't Plant Corn (Yet)” https://kyla.substack.com/p/ai-cant-plant-corn-yet

WSJ “How Gen Z Is Becoming the Toolbelt Generation” https://www.wsj.com/lifestyle/careers/gen-z-trades-jobs-plumbing-welding-a76b5e43

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

Stablecoins and National Security | Former CFTC Chair Timothy Massad May 27, 2024

✨ Mint the episode on Zora ✨

https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/6

------

🎬 DEBRIEF | Ryan & David unpacking the episode:

https://www.bankless.com/debrief-the-timothy-massad-interview

------

Are stablecoins a threat to national security? How should the US government step in?

We brought Timothy Massad, the perfect guest to help us answer these hard questions. He was the Obama appointed chair for the CFTC, the guy who helped designate Bitcoin as a commodity over 10 years ago.

We touch on:

- The importance of stablecoins.

- How stablecoins compare to eurodollars.

- Weather crypto and sanctions can co-exist.

- A sensible policy for stablecoins.

- And finally, his thoughts on what happens next.

Timothy brings a whole different perspective from what we’re used to in our crypto bubble. That’s exactly why you should tune into this episode.

------

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BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION

🌐 CARTESI | APPLY FOR A GRANT

https://www.brookings.edu/articles/stablecoins-and-national-security-learning-the-lessons-of-eurodollars/

------

TIMESTAMPS

0:00 Intro

6:34 Timothy’s Background

9:30 Security vs Commodity

12:46 Stablecoin First Impressions

21:42 The Importance of Stablecoins

28:26 History of the Eurodollar

38:46 Economic Sanctions

47:47 Stablecoins and Sanctions

1:08:59 A Stablecoin Future

1:13:37 A CBDC Future

1:18:49 What about Privacy?

1:20:58 The Role of the Dollar

1:23:18 Stablecoins Abroad

1:25:43 Predictions

1:28:10 Closing & Disclaimers

------

RESOURCES

Timothy Massad

https://x.com/timmassad

Stablecoins and National Security by Timothy Massad

Five Perspectives on Stablecoins by Nic Carter

https://medium.com/@nic__carter/five-perspectives-on-stablecoins-5bc20076270a

------

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

https://www.bankless.com/disclosures⁠

Why the Ethereum ETF is Bullish $ETH | Matt Hougan of Bitwise May 24, 2024

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/5 ------ Matt Hougan is the CIO at Bitwise, and has been one of the best people to talk to when it comes to understanding the ETF process, and the impact of ETFs on the crypto markets.

Today we dive into the specifics on what exactly the ETF approval means for ETH.

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

🌐 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

------ TIMESTAMPS 00:00 Intro 05:46 What Exactly Happened? 08:45 Was This Really Political? 12:11 Who's Responsible For This 16:46 Next Steps For ETF 20:36 Matt's ETF Story 22:44 ETF Price Impact 27:38 ETF Inflow Predictions 34:50 Explaining The ETH Narrative 38:23 Matt's 2 Minute Pitch 45:12 How Bitwise's Job Changes 49:01 ETH Charts 54:31 Legislation

------ RESOURCES Matt on X: https://x.com/Matt_Hougan

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

ROLLUP: ETH ETF Approved | Crypto Politics | Uniswap Wells Notice | Airdrop Reset? May 24, 2024

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/4

------ Bankless Friday Weekly Rollup 4th Week of May

------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/

------ BANKLESS SPONSOR TOOLS:

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

🌐 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:52 MARKET WatcherGuru/status/1792646445075431627 https://ycharts.com/companies/ETHE/discount_or_premium_to_nav https://x.com/Timccopeland/status/1793653604387328381 https://x.com/bx1core/status/1792712990141338049 https://imgur.com/hbveuq5 https://x.com/pythianism/status/1793369623301403024 https://x.com/UncleRewards/status/1793623611405947147 https://imgur.com/uevxXfe https://www.coinglass.com/bitcoin-etf

18:54 How the odds of an ETH ETF approval suddenly swung in our favor https://x.com/BanklessHQ/status/1791140496397468064 https://x.com/RyanSAdams/status/1791147869791002699 https://www.youtube.com/watch?v=bFEGCmHqBT4&t=898s https://x.com/songadaymann/status/1792667124919599263 https://x.com/EricBalchunas/status/1792636523050906102 https://www.coindesk.com/policy/2024/05/20/ether-etfs-filing-process-sees-abrupt-progress-though-approval-not-guaranteed-sources/ https://x.com/JSeyff/status/1793039305125790105

26:28 Letter Urging ETH ETF Approval from Congress - THIS MORNING https://x.com/EricBalchunas/status/1793620303966503267 https://x.com/CGasparino/status/1793268472484425865 https://x.com/nategeraci/status/1792993889189593502 https://x.com/JSeyff/status/1792650597377757456

29:50 Promethum is launching its Ethereum custody https://fortune.com/crypto/2024/05/20/controversial-digital-assets-firm-prometheum-launches-long-awaited-ether-custody-argues-that-existing-laws-work-for-crypto/ https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409274 https://x.com/RyanSAdams/status/1792907980624523549 https://x.com/jchervinsky/status/1793398130269954346

32:16 FIT21 passes the House 279 - 136 🎉 https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=409277 https://x.com/avichal/status/1793370415664148496 https://youtu.be/_QvOzpKX3I4?si=__6q_Ffl-PU7R4oe https://x.com/BanklessHQ/status/1793291448965624088 https://pelosi.house.gov/news/press-releases/pelosi-statement-fit21-legislation https://x.com/BanklessHQ/status/1793367943671402923

43:12 Another win for crypto this week - “Choke Point Marty is done” https://x.com/nic__carter/status/1792569285799186641 https://x.com/twobitidiot/status/1793606319301447920 https://www.sec.gov/news/statement/gensler-21st-century-act-05222024 https://x.com/twobitidiot/status/1793399316012318821 https://x.com/zerohedge/status/1792659983370523096 https://x.com/nic__carter/status/1792660581272670650 https://x.com/meanwhilelife/status/1792936024244466174 Exhibit A: https://x.com/ewarren/status/1641138829162577928 Exhibit B: https://x.com/WatcherGuru/status/1793261382676119866 Exhibit C: https://x.com/BitcoinMagazine/status/1793025045310115910 Exhibit D: https://x.com/SMTuffy/status/1793604355591110692 Exhibit E: https://x.com/SenLummis/status/1793654641974288558

53:32 ETH ETF just reopened the window for protocol airdrops! https://x.com/TrustlessState/status/1792958932228653249

55:09 Yuga Labs ‘Punk World’ https://x.com/cryptopunksnfts/status/1792594316172341315 https://x.com/CryptoGarga/status/1792694910904136028

56:46 We finally found out what was the Uniswap Wells notice about https://x.com/Togbe0x/status/1792973545762595199 https://x.com/haydenzadams/status/1792973692223336615 https://www.coingecko.com/en/coins/uniswap https://x.com/TrustlessState/status/1793650716080562382

1:01:28 Binance executive denied bail in Nigeria amid $35 million money laundering trial https://thenationonlineng.net/just-in-court-rejects-binance-officials-bail-request https://x.com/RyanSAdams/status/1791466137793830974 Binance CEO Richard Teng in a blog post https://www.binance.com/en/blog/leadership/from-richard-teng-binance-ceo-tigran-gambaryan-is https://x.com/vibhu/status/1792419936725528816?s=46&t=LKBC7Qtm18FnZ380xCF2pA

1:04:02 Bankless is launching 'Bankless Onchain' Phase II: Mint Our History https://www.bankless.com/bankless-onchain-phase-2 Mint Bankless Archive here: https://bankless.cc/OnchainArchive Mint new episodes here: https://bankless.cc/onchain

1:05:44 Raises and BVC Investments Farcaster has raised $150M! At Valuation $1B https://danromero.org/farcaster-update/

1:06:30 MEME of the Week https://x.com/basedkarbon/status/1793435193274998945

1:07:16 Moment of Zen https://x.com/songadaymann/status/1793751482816176300

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

ETH ETF Officially Approved! | James Seyffart May 24, 2024

✨Mint the episode on Zora✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/3

The Ether spot ETF has officially been approved marking a landmark day for Ethereum and crypto as a whole. We're going live today to discuss the extent of this approval and what it means for Ether the asset, and more broadly the entire crypto industry. This is a big deal and we're stoked to be sharing this moment live with the Bankless Nation.

James on X: https://x.com/JSeyff

------

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BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION

🌐 CARTESI | APPLY FOR A GRANT

https://www.transporter.io/

------

TIMESTAMPS & RESOURCES

00:00 It Happened

05:09 ETF Approved!

07:24 Boom Approval Surprise

09:11 Why Did This Happen?

13:38 When Will The ETFs Go Live?

15:47 ETF Inflows

19:18 ETH Education Campaign

21:37 Staked ETF?

24:14 What Coin is Next?

------

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

https://www.bankless.com/disclosures⁠

Rep Patrick McHenry on Crypto's Big Week in DC May 21, 2024

✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/2 This is a huge week for crypto in DC and we have on Congressman Patrick McHenry to tell us all about it.

Three big things: 1) SAB 121 repeal bill going to Biden’s desk - will he let it pass or veto? 2) SEC approve/deny Ethereum ETF - decision due thursday. 3) House vote on FIT bill you’ve been championing - well talk about that bill.

Stand with Crypto: https://www.standwithcrypto.org/politicians

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🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS 00:00 Start 04:05 Introduction to Congressman McHenry 05:11 Crypto in DC Temp Check 07:34 Generational vs Partisan Divide 12:57 Has Biden's Crypto Sentinent Changed? 16:46 FIT 21 Act 20:10 Security vs Commodity 23:18 Startups Becoming Commodities 26:34 Why Should Congress Support? 29:22 Why Patrick Cares About Crypto 33:25 Stablecoin Legislation 35:37 Will Crypto Still Be Under Attack? 38:24 Trump vs Biden Crypto Policies 40:41 How To Get Involved

------ RESOURCES:

Patrick on X: https://x.com/PatrickMcHenry

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

BREAKING: The ETH ETF is getting approved?! May 20, 2024

The ETF approval deadline is coming on May 23rd and the odds just got.... wayyyy higher! Ryan and David explain.

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------ BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS & RESOURCES

0:00 Intro 0:45 Bloomberg Analyst Update https://x.com/EricBalchunas/status/1792636523050906102 https://x.com/JSeyff/status/1792636774067413502 4:20 $ETH GOD CANDLE https://pro.kraken.com/app/trade/eth-usd 7:25 Eleanor https://x.com/EleanorTerrett/status/1792640682374393894 8:05 .ETH People https://x.com/JSeyff/status/1792637403682701422 https://x.com/TrustlessState/status/1792638235799122269 18:10 Jake Chervisnky https://x.com/jchervinsky/status/1792645992463978533 20:58 Warren Meme https://x.com/BillHughesDC/status/1792646322551451718 21:10 Mike Ippolito Sentiment Bottom Call https://x.com/MikeIppolito_/status/1791829053881602454 https://x.com/MikeIppolito_/status/1792641028844904753 24:51 Institutional Narrative 28:58 $COIN Stock Price 29:20 S-1 Approvals https://x.com/JSeyff/status/1792650597377757456 33:08 SEC Asks Exchanges to Update Filings https://x.com/tier10k/status/1792655223103566116 35:16 $ETHE 36:26 Chart TA'ing 40:23 Polymarket https://polymarket.com/event/ethereum-etf-approved-by-may-31?tid=1716234132508 40:48 Ryan's Bear Case 46:23 Closing & Sassano Victory Lap https://x.com/TrustlessState/status/1792640883042443578

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

The New American Surveillance State | Byron Tau May 20, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-byron-tau-interview

------ Are we being watched?

That’s the question we ask Byron Tau, an investigative journalist and author of “Means of Control'' that covers all about the US surveillance state.

Turns out the US Government has a digital dossier of every citizen, but how? How do they collect the data? How are they using it? Can we ever get back our digital privacy?

Expect to learn all that and much more in what is a deep dive into digital surveillance.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS

0:00 Intro 4:42 State of Surveillance 12:24 Content vs Metadata 18:16 The Surveillance Industry 33:53 Total Information Awareness 49:50 Is the Gov Using Data Against Us? 53:10 Privacy Protections 1:05:29 The Role of Encryption 1:17:23 Surveillance Abroad 1:22:09 US vs China 1:26:04 Surveillance in Crypto 1:31:09 Closing & Disclaimers

------ RESOURCES

Byron Tau https://twitter.com/ByronTau

Means of Control by Byron Tau https://www.penguinrandomhouse.com/books/706321/means-of-control-by-byron-tau/

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

ROLLUP: Memestock Mania | ETH Spot ETF Countdown | $25M Hackers Charged | Crypto's Election Impact May 17, 2024

The Bankless Friday Weekly Rollup

Third Week of May

------

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BANKLESS SPONSOR TOOLS:

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🛞MANTLE | MODULAR LAYER 2 NETWORK

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION

⁠https://bankless.cc/Arbitrum

⚖️ARBITRUM | SCALING ETHEREUM

🌐 CARTESI | APPLY FOR A GRANT

https://pro.kraken.com/app/trade/btc-usd

------

TIMESTAMPS & RESOURCES

00:00:00 Start

00:01:58 Markets

https://pro.kraken.com/app/trade/eth-usd

https://pro.kraken.com/app/trade/eth-btc

00:06:07 Inflation Numbers

https://www.nytimes.com/live/2024/05/15/business/cpi-inflation-fed

00:07:07 Gamestop and Memestock Mania

https://x.com/TheRoaringKitty/status/1789807772542067105

https://imgur.com/PhBgZL2

https://twitter.com/vladtenev/status/1790560257196060741

00:11:12 Institutions Buying Bitcoin

https://twitter.com/BitcoinMagazine/status/1789020004131737624

https://twitter.com/RyanSAdams/status/1789024343038586956

https://twitter.com/EricBalchunas/status/1790391049560498410

00:13:36 ETH ETF Approval Deadline

https://twitter.com/vivekventures/status/1789161576987054271

https://x.com/RyanSAdams/status/1790856567979454711

https://twitter.com/RyanSAdams/status/1790825287229276526

https://twitter.com/SGJohnsson/status/1788973146478948614

00:20:46 Tornado Cash Devs Arrested

https://twitter.com/valkenburgh/status/1790367445720445421

https://twitter.com/L0laL33tz/status/1790385855556698448

https://twitter.com/LynAldenContact/status/1790391222235758700

https://twitter.com/JDonoghueAuthor/status/1790485643950280894

https://twitter.com/RyanSAdams/status/1790450619074871527

00:25:04 SAB 121 Repealed!

https://x.com/BanklessHQ/status/1791140496397468064

https://x.com/RyanSAdams/status/1791147869791002699

00:28:07 Crypto Gets Partisan

https://www.politico.com/news/2024/05/10/trump-crypto-biden-00157051

https://twitter.com/mcuban/status/1789037772050702824?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

https://twitter.com/arkhamintel/status/1790014778519265463

https://twitter.com/wileynickel/status/1788608778843074658?s=46

https://twitter.com/samlyman33/status/1788612636428374183

00:36:39 $25M MEV Exploiters Charged

https://www.justice.gov/opa/pr/two-brothers-arrested-attacking-ethereum-blockchain-and-stealing-25m-cryptocurrency

https://twitter.com/tmnxeq/status/1790778875816898602

00:43:42 Is Code Law?

https://x.com/TrustlessState/status/1791128506614608014

https://twitter.com/MohamedFFouda/status/1790812568526704849

00:46:59 Lens Network

https://twitter.com/LensProtocol/status/1790458242855751950

00:48:23 Permissionless

https://bankless.cc/PermissionlessDiscount

00:49:01 Airdrop Meta Shifting

https://twitter.com/PrimordialAA/status/1790033102837797069

00:51:14 Future of DAI

https://x.com/RuneKek/status/1790777230341062660

00:56:59 WUTANG

https://x.com/msantoriESQ/status/1788944762608754731

00:57:48 Kraken Push to Dismiss SEC

https://x.com/ShaneMac/status/1747262469490536594

00:58:36 Polymarket raises $70M

https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1715869550851

01:00:44 David vs Nic

https://x.com/KarateCombat/status/1791077245194272830

01:03:05 Meme of The Week

https://x.com/RyanSAdams/status/1790819671534411936

------

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

https://www.bankless.com/disclosures⁠

Autonomous Worlds | Lattice’s Justin Glibert May 15, 2024

In today’s episode, we’re exploring the frontier of onchain universes, on Ethereum.

Autonomous Worlds is the new frontier of digital onchain universes, being pioneered by the Lattice team, of which Justin Glibert on the show today is the co-founder and CEO.

Ethereum is not just a financial computer, but a root of state for an infinite number of universes, all with their own laws of physics, objects, players, agents, and state… and, like our universe, still continues with, or without, our presence.

Justin walks us through the evolution of Autonomous Worlds. Get ready because you're going to get a taste of where the Internet has always been pointing towards… it just took us a while to get here.

------ 📣Bankless Premium | Use Code "FEED10" https://bankless.cc/FEED10

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS

0:00 Intro 2:36 Scope of Lattice 7:18 Different Affordances of Ethereum 14:21 Dark Forest 23:51 After Dark Forest 29:32 Writing Code in Assembly & Abstraction 32:42 Lattice 35:58 Games Being Built Today 43:21 Justin’s Thoughts on the “Metaverse” 51:05 Rollup & Die 55:28 Lattice’s Layer 2 1:00:13 The Future of Games 1:04:56 Onchain Native GDP 1:08:17 Closing & Disclaimers

------ RESOURCES

Lattice https://twitter.com/latticexyz https://lattice.xyz/

0xParc https://twitter.com/0xPARC https://0xparc.org/

Justin’s Twitter https://twitter.com/justinglibert

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

“Nothing Stops This Train” | Lyn Alden on Fiscal Dominance May 13, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-lyn-alden-interview

------ Bankless listener, if you want to survive this decade as an investor, as a market participant or even just as a citizen, you have to tune in to this episode with author and investor, Lyn Alden.

We’re entering a new era. “Nothing Stops this Train” as Lyn would say. We’ve entered the Era of Fiscal Dominance.

- What era is this? - Who will be the winners and losers? - What about capital controls? - How can you prepare? - How will Crypto perform?

We get into all this and much more in what is a must-listen Fiscal Dominance Masterclass.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS

0:00 Intro 5:25 Nothing Stops This Train 15:15 Fiscal Dominance vs Monetary Dominance 34:23 A World of Fiscal Dominance 46:39 Federal Reserve Role 50:34 Fiscal Dominance Indicators 1:08:06 Winners & Losers 1:18:29 Living in a Fiscal Dominance Era 1:24:16 Capital Controls 1:33:06 Federal Reserve Signals 1:36:14 How to Prepare 1:40:19 How Will Crypto Perform? 1:42:52 Closing & Disclaimers

------ RESOURCES

Lyn Alden https://twitter.com/LynAldenContact

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

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

ROLLUP: M2 Money Supply Flipped Bullish | Robinhood Wells Notice | Trump Supports Crypto | Friend.tech Token May 10, 2024

Bankless Friday Weekly Rollup Second Week Of May ------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/ ------ Bankless Premium | Use Code "FEED10" https://bankless.cc/FEED10 ------ BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS & RESOURCES 00:00 Intro

01:28 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://www.coingecko.com/en/global-charts

03:40 M2 Money Supply https://twitter.com/thomas_fahrer/status/1786196603931644086

08:18 GBTC Inflows https://x.com/JSeyff/status/1787506564267393037 https://twitter.com/JSeyff/status/1787610459413102688

09:49 Stablecoin Mkt Supply https://twitter.com/alpha_pls/status/1787405833279545393

10:55 Bullish for Solana https://twitter.com/smyyguy/status/1787892675145781611

18:43 Robinhood Wells Notice https://newsroom.aboutrobinhood.com/robinhood-response-to-receipt-of-wells-notice-from-the-u-s-securities-and-exchange-commission/ https://x.com/vladtenev/status/1787595555981668751 https://twitter.com/BSCNews/status/1787811373361107092

22:32 Gary's Take https://x.com/RyanSAdams/status/1788313202024915178

28:27 Biden Administration Against Crypto https://twitter.com/BitcoinMagazine/status/1788274505753755836 https://twitter.com/jchervinsky/status/1788281811086221646?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/RyanSAdams/status/1788289854574322049

34:09 Trump Response https://twitter.com/frankdegods/status/1788359051031761269?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

42:16 FTX Creditors Make 118%? https://www.bloomberg.com/news/articles/2024-05-07/ftx-has-billions-more-than-needed-to-repay-bankruptcy-victims?cmpid=BBD050824_MONEYSTUFF&utm_medium=email&utm_source=newsletter&utm_term=240508&utm_campaign=moneystuff

44:42 Friend.Tech Token https://x.com/friendtech/status/1786573081240297926

47:06 Eigen Stakedrop Update https://twitter.com/TrustlessState/status/1786172333717066237 https://x.com/BanklessApp/status/1786055564629348383

48:28 $MODE Token https://x.com/modenetwork/status/1786115439212294386

49:43 Optimism L3 https://optimism.mirror.xyz/6idqs2nEDLdezbSynrYsakliSCm3VyzA3WWj6esBbbM

51:29 BOB Bitcoin Chain https://twitter.com/build_on_bob/status/1785601054966771970

52:10 Autonomous Worlds https://twitter.com/redstonexyz/status/1785715921014960188

54:48 Nigeria Banning P2P Crypto Trade https://www.bloomberg.com/news/articles/2024-05-07/nigeria-to-ban-person-to-person-crypto-trade-in-battered-naira

57:05 Revolut X https://www.revolut.com/blog/post/revolut-x-launch/

57:59 Meme of The Week https://x.com/jonwu_/status/1787512817303629962 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Why This Cycle is Cooked | DH + RSA May 09, 2024

Today we explore David's idea that this cycle is cooked and Ryan has some question starting with... what does that even mean?

On this week's episode of Bankless Takes we answer that question and so much more as we take a deep dive into token distributions and how they're playing out this time around.

------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/ ------ BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS 00:00 Intro 01:30 Why Record This Episode? 06:01 Why There Are Structurally Bad Vibes 15:47 Why it's Like This 29:14 The Problem With The Points Meta 38:29 Recent Airdrop Issues 47:21 Where Do We Go From Here?

------ RESOURCES VC Capital - https://imgur.com/KKqMWBe

Sell Pressure - https://twitter.com/pythianism/status/1784958268420522195

Chris Dixon Take - https://a16zcrypto.com/posts/article/memecoins-tokens-regulation-policy/

LayerZero - https://x.com/LayerZero_Labs/status/1786441554816532646

Hayden Take - https://twitter.com/haydenzadams/status/1786784808187621874

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

Bitcoin's 2024 Revolution: L2s & Beyond | Eric Wall May 08, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-eric-wall-interview

------ What’s the Endgame for Bitcoin Scaling? That’s what we asked bitcoin builder and researcher Eric Wall.

We start by exploring the evolution of Bitcoin and the genesis of scaling solutions on top of it. We then get into the intricacies of the BitVM, what exactly is a Bitcoin L2 and what’s coming next.

Eric is the perfect guest to explore this frontier of Bitcoin Rollups, he tells it like it is and he understands both Ethereum and Bitcoin.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS

0:00 Intro 5:47 Eric Wall 9:48 The Evolution of Bitcoin 21:31 The Genesis of Bitcoin L2s 36:40 Runes 46:22 BitVM 1:04:45 Why Bitcoin L2s are Inevitable 1:09:07 Stacks 1:11:37 Bitcoin L2 Endgame 1:17:39 Scams 1:23:13 Bitcoin’s Direction 1:27:25 Closing & Disclaimers

------ RESOURCES

Consensys Complaint https://consensys.io/crypto-regulations/defend-ethereum https://assets.ctfassets.net/gjyjx7gst9lo/Bu1bK7DF3tSig9Atde0lM/2fcaadea2b111a8c3f3ebce4a6a2386c/Consensys_sues_the_SEC_in_defense_of_the_Ethereum_ecosystem.pdf

Taproot Wizards https://taprootwizards.com/

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

The Battle Between Crypto VCs & Retail Investors | Regan Bozman May 06, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-regan-bozman-interview

------ Today we explore the frontier of Venture Capitalists vs Retail Investors, are they at war? That’s exactly what we debate on the show with crypto writer and VC Regan Bozman.

Lots of questions to be asked on this episode: - Is crypto experiencing an identity crisis? - Are memecoins a reaction to VCs - Why is the current wave of Airdrops broken?. - Is attention more important than fundamentals? - Where do we go from here?

It’s about time to gain some clarity into what’s really happening in the crypto space.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

------ TIMESTAMPS

0:00 Intro 6:10 Crypto Identity Crisis 17:15 Stories 25:18 Terminal Liquidity 20:14 VCs vs Retail 38:33 Token Sales 46:22 Airdrops 52:27 The Attention Economy 1:02:03 Solutions 1:09:31 Regulatory Hurdle 1:12:28 The Weirdness of It All 1:14:41 Memecoins 1:16:17 Where do we go from here?

------ RESOURCES

Regan on X https://twitter.com/reganbozman

Regan on Farcaster https://warpcast.com/regan

Regan Thread https://twitter.com/reganbozman/status/1776293611036197059

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

ROLLUP: $EIGEN Token Launch | CZ Going to Jail | Stripe Crypto Support | Market Bottom In? May 03, 2024

Bankless Friday Weekly Rollup First Week Of May ------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

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

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

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

00:01:04 David's Eye Update https://x.com/TrustlessState/status/1783846598813814785

00:05:52 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://twitter.com/nicrypto/status/1785607112682246286

00:11:17 BTC Miners Struggling https://twitter.com/RhoRider/status/1784720608691159410

00:13:55 BTC to $3.8 Million? https://twitter.com/DeItaone/status/1785695402819207296

00:18:52 Solana Season Over? https://x.com/0xGumshoe/status/1784240017017069849

00:25:31 The $EIGEN StakeDrop https://twitter.com/eigenfoundation/status/1785000124646572108

00:30:31 The 2 Token Model https://imgur.com/YE7PBL3

00:34:36 Distribution Details https://imgur.com/y7BEqUu

00:39:29 Locked Tokens https://x.com/TrustlessState/status/1785729436895084571

00:47:33 Eigen Team Perspective https://twitter.com/jchervinsky/status/1785373696862924997

00:56:51 Industrial Airdrop Farmers https://twitter.com/Takuiten/status/1785220889161998635

01:01:05 CZ Sentenced to Jail https://x.com/BitcoinMagazine/status/1785384669812273570 https://x.com/cz_binance/status/1785465555899822488 https://twitter.com/MikeIppolito_/status/1785388427849961678

01:08:48 Stripe Crypto Support https://x.com/collision/status/1783559623511011535 https://twitter.com/RyanSAdams/status/1783854777622724683

01:10:55 Visa's Onchain Dashboard https://twitter.com/cuysheffield/status/1783471909533106610

01:12:04 USDC overtakes Tether https://visaonchainanalytics.com/transactions https://x.com/paoloardoino/status/1785645617651274040

01:13:42 Tokenizing Treasuries https://www.franklintempleton.com/press-releases/news-room/2024/franklin-templeton-announces-availability-of-peer-to-peer-transfers-for-franklin-onchain-u.s.-government-money-fund

01:14:55 AAVE V4 https://x.com/aave/status/1785749923893223485

01:17:22 Coinbase Integrates Lightning Network https://www.coinbase.com/blog/coinbase-integrates-bitcoins-lightning-network-in-partnership-with

01:17:58 The War on Crypto https://consensys.io/blog/consensys-suing-sec-to-defend-ethereum-ecosystem https://www.ic3.gov/Media/Y2024/PSA240425 https://twitter.com/RyanSAdams/status/1783586883194265820

01:22:12 Square and Cash App Investigated https://x.com/RyanSAdams/status/1785751225062809832

01:22:56 Roger Ver Tax Fraud https://www.justice.gov/opa/pr/early-bitcoin-investor-charged-tax-fraud

01:24:37 Etherscan Bankless Partnership! https://twitter.com/etherscan/status/1785357882181214215

01:25:42 Meme of The Week https://x.com/dabit3/status/1785886486165942380

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

1 Billion Users Onchain | Jesse Pollak of Base May 02, 2024

While it's still early in the race, Base is now one of Ethereum’s largest L2s.

In today’s episode, we brought back on repeat guest and co-creator of Coinbase’s L2, Base, Jesse Pollak.

We cover: - How Base plans to bring billions of users onchain - How Base is increasing its scale by 400x - How Coinbase is using Base to be more onchain - Onchain Summer II

------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT transporter.io

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

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

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

------ TIMESTAMPS

0:00 Intro 4:41 Base’s First 8 Months 9:23 The Road to 1 Giga Gas Per Second 18:39 Why More Demand For Base? 21:26 Cost to Send Transactions on Base 23:59 Non-Ethereum DA Solution? 25:59 Scaling Via L3s on Base? 27:17 Parallelization Solution? 29:34 Will Base Make Transactions Free? 38:18 Coinbase's Relationship With Base 46:18 Base Is Centralized Critique 50:17 The Base Flywheel 57:46 Onchain Summer II 58:36 Next Target Demo to Come Onchain 1:00:42 Base Independence 1:02:19 1 Billion People Onchain 1:03:25 Closing & Disclosures

------ RESOURCES

Onchain Summer II https://www.base.org/

Jesse Pollak https://twitter.com/jessepollak

Jesse’s 1st Base Episode https://youtu.be/7dGU0_eEjq8

Coinbase https://twitter.com/coinbase

Base https://twitter.com/base

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

Why ConsenSys is Suing the SEC | Joseph Lubin & Matt Corva May 01, 2024

“The U.S. is trying to disconnect from Ethereum," that’s what Joe Lubin the CEO of Consensys said in today’s conversation. He was talking about those in power trying to unplug Ethereum from the citizens.

The SEC is going after Kraken, Coinbase, Uniswap and Metamask. They’re trying to turn every non-custodial wallet into a broker-dealer.

We brought on Joe Lubin, a crypto OG and CEO of Consensys the company behind a number of massive crypto projects including the popular Metamask wallet, and Matt Corva, the General Counsel at Consensys, leading the charge against the SEC

Joe and Matt are producing evidence that the SEC is coming after Ethereum itself. Sending discovery requests to Ethereum core developers, threatening their employers - pushing a coordinated effort to claim Ether is a security so they can control it.

So Consensys is taking them to court to settle the issue. If they’re successful it’ll be the first time we get a clear court ruling that Ether is a commodity and not a security.

------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT transporter.io

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🌐 CARTESI | APPLY FOR A GRANT https://bankless.cc/CartesiGovernance

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

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD

------ TIMESTAMPS

0:00 Intro 6:35 SEC vs. Ethereum 9:45 The Uniqueness of This Case 11:15 88,000 Pages to the SEC 12:11 SEC Going After Devs? 14:47 The Wells Notice 16:27 ETH ETF 17:58 Outcome of Consensys Winning 21:29 U.S. Law Process & Timeline 25:55 Ether Isn’t a Security 34:50 Gary’s Confidence Conspiracy 41:17 MetaMask Isn’t a Broker Dealer 47:10 What is Prometheum? 51:10 How Can the SEC Win? What Happens to Crypto? 55:49 What the Crypto Community Can Do 59:50 What Happens Next? 1:03:15 Closing & Disclaimers

------ RESOURCES

Joe Lubin https://twitter.com/ethereumjoseph

Matt Corva https://twitter.com/MattCorva

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

$EIGEN Token Announcement With Sreeram Kannan and Robert Drost Apr 29, 2024

Eigenlayer token details are here! Don’t call it an Airdrop - This is a Stakedrop — because that’s the only thing you can do with your EIGEN tokens out of the gate.

15% of the total Supply of Eigen distributed over multiple Seasons, Season 1 starts today with 5% of the supply, and one of the most sophisticated set of smart contracts on Mainnet. EIGEN is not your typical ERC20 token. It’s got this feature called “Intersubjective Forking” that increases the scope of what Eigenlayer can provide security for.

In addition to the token details getting released, we’re also getting the Eigen Foundation, with a new director Robert Drost - who joins Sreeram today to walk us through everything you need to know.

Foundation Page: https://eigenfoundation.org/

Claims Page: https://claims.eigenfoundation.org/ ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🔐 SAFE | USE SAFE, GET REWARDED https://bankless.cc/SafePass_pod

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

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD

------ TIMESTAMPS 00:00:00 Start 00:03:39 What is a Stakedrop? 00:08:51 Allocation Details 00:15:53 Phase 1 and Phase 2 00:19:38 Locked Token Utility 00:24:30 When Are Tokens Unlocked? 00:31:04 Intersubjective Forking 00:36:30 Building WWIII Resistance 00:42:15 History Behind Their Decision 00:53:03 Eigenlayer Foundation 00:56:38 Future of Points 00:58:38 US Citizens Blocked 01:01:47 Token Allocation Thoughts 01:05:10 What's Next?

------ RESOURCES Foundation Page: https://eigenfoundation.org/

Claims Page: https://claims.eigenfoundation.org/

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

$3 Trillion in Stablecoins by 2030 | Jeremy Allaire, USDC Founder Apr 29, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-jeremy-allaire-interview

------ Joining the podcast today we have the man behind the largest US based stablecoin, Jeremy Allaire, the Founder of USDC Circle.

A year ago USDC depegged in the face of major banks like SVB and Silvergate collapsing. How did Jeremy deal with that? What year is crypto in internet years? Why don’t we have a venmo for crypto yet? Fast forward to 2030, what’s the total value of stablecoins?

Stay tuned because we ask all that and much more.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🔐 SAFE | ATTEND SAFE{CON} https://conf.safe.global/

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

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD

------ TIMESTAMPS

0:00 Intro 5:47 SVB Crisis Reflections 24:00 Crypto Age in Internet Terms 31:15 The Future of Stablecoins 41:42 The Crypto Venmo 56:18 Blackrock’s BUIDL Fund 1:01:44 US Government 1:16:35 USDC vs Tether 1:22:00 Central Bank Stablecoins 1:28:14 Regulatory Protectionism 1:32:25 Closing Thoughts

------ RESOURCES

Jeremy Allaire https://twitter.com/jerallaire

USDXX - What backs a USDC? https://www.blackrock.com/cash/en-us/products/329365/circle-reserve-fund

Circle https://www.circle.com/en/

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

ROLLUP: CZ to Jail? | Consensys sues SEC | IRS vs. Crypto | USDT in Telegram Apr 26, 2024

Bankless Friday Weekly Rollup Last Week Of April

------ 🔐 SAFE | USE SAFE, GET REWARDED. CHECK OUT SAFE PASS https://bankless.cc/SafePass_pod

------ BANKLESS SPONSOR TOOLS:

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

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

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

🔐 SAFE | USE SAFE, GET REWARDED https://bankless.cc/SafePass_NL

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD

------ TIMESTAMPS & RESOURCES

0:00 Intro

4:19 Markets - Thanks Kraken

5:39 Total Crypto Market Cap

5:46 L2 Update - Brought to you by Mantle https://l2beat.com/scaling/costs

7:42 10M active wallets are using Ethereum ecosystem every week! https://twitter.com/RyanSAdams/status/1782756457915506876

8:19 Base is the #2 chain for USDC Supply - Coinbase trying make a payment chain https://vxtwitter.com/jessepollak/status/1783503518156136498

9:48 ENTER RUNES Runes changed the game for a day https://twitter.com/mikealfred/status/1781684678782791830 https://www.okx.com/web3/marketplace/runes?channelid=ACEAP6502255 https://twitter.com/ercwl/status/1782029205770744125?s=46 https://twitter.com/hlopez_/status/1781501372200059336 https://ycharts.com/indicators/bitcoin_average_transaction_fee

22:56 ETF INFLOWS: The inflows into BTC spot ETFs are not back yet https://twitter.com/carpenoctom/status/1783327357652042187 https://x.com/EricBalchunas/status/1782740051929006496 https://www.coindesk.com/business/2024/04/20/grayscale- reveals-015-fees-for-its-bitcoin-mini-tr https://twitter.com/thomas_fahrer/status/1781809562070442047

28:03 Q1 ‘24 income statements for Ethereum and MakerDAO https://twitter.com/tokenterminal/status/1782858613943321016

33:01 CZ might spend 3 years in prison https://twitter.com/johnreedstark/status/1783107482325225947 https://twitter.com/rizzn/status/1783199755541066103 https://storage.courtlistener.com/recap/gov.uscourts.wawd.328570/gov.uscourts.wawd.328570.8 https://twitter.com/RyanSAdams/status/1783195468840697896

40:21 Samourai wallet founders arrested https://twitter.com/RyanSAdams/status/1783222828361281847 https://www.justice.gov/usao-sdny/pr/founders-and-ceo-cryptocurrency-mixing-service-arrested-and-charged-money-laundering https://x.com/RyanSAdams/status/1783254322894999978

46:39 Consensys sues SEC https://twitter.com/fintechfrank

52:56 Renzo announced its token launch! https://x.com/RenzoProtocol/status/1783277589525594231 https://www.bankless.com/renzo-madness https://twitter.com/DefiIgnas/status/1783083767449432189 https://twitter.com/dcfgod/status/1782978862772814000?ref=bankless.ghost.io https://twitter.com/Ian_Unsworth/status/1783163546857099730

58:57 Telegram allows USDT payments https://twitter.com/ton_blockchain/status/1781294475219812665 https://twitter.com/cstanley/status/1782459974313988281 https://twitter.com/dannypostmaa/status/1783541623839740030

1:00:17 OP is releasing its multichain upgrade! https://twitter.com/OPLabsPBC/status/1780987940526534943

1:01:09 Liam Shiba Inu raised $12M for its new chain https://x.com/treatsforShib/status/1782490407655592242 https://shibarium.shib.io/

1:02:32 Lido is starting with DVT - Stake with friends - making lido more decentralized? https://twitter.com/LidoFinance/status/1780317961854636384

1:04:13 IRS keeps labeling self-custody wallets as brokers https://twitter.com/valkenburgh/status/1781380879476043940 https://www.irs.gov/pub/irs-dft/f1099da--dft.pdf https://twitter.com/TheCryptoCPA/status/1781403340045197813 https://twitter.com/jchervinsky/status/1782061785119367284 https://x.com/lex_node/status/1782050294429319545

1:08:09 Raises and BVC Investments Movement Series A https://x.com/movementlabsxyz/status/1783511681928175791 Othentic raised $4M in their seed round - RaaS for Eigen Apps https://twitter.com/0xOthentic/status/1782378684369739781

1:11:23 MEME of the Week https://polymarket.com/event/nic-carter-vs-david-hoffman-Fight?tid=1714065541205 https://x.com/nic__carter/status/1781676895291015477

1:15:00 Closing & Disclaimers

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

Tech Acceleration vs Deceleration: e/acc vs. d/acc debate | Erik Torenberg & Haseeb Qureshi Apr 24, 2024

Erik Torenburg and Haseeb Quereshi join us for today's debate.

Should we accelerate or decelerate our tech progress? How about when it comes to something as powerful as AI? This is not just a debate in tech circles - this is a political debate that poised to define the next decade.

We’ve had leaders from both sides of the debate on the podcast - episodes with Elizer Yudkowski and Beff Jezos. You’ve heard what they think.

Today’s episode is a discussion and at times a debate on these opinions to help you think through where you stand on this issue - Haseeb Quereshi tends toward the EA side which favors more caution and regulatory intervention around AI while Erik Torenburg tends toward the e/acc side of the issue which favors faster progress and lighter touch.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔐 SAFE | USE SAFE, GET REWARDED. CHECK OUT SAFE PASS https://bankless.cc/SafePass_NL ------ BANKLESS SPONSOR TOOLS:

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

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

🔐 SAFE | USE SAFE, GET REWARDED https://bankless.cc/SafePass_NL

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD ------ TIMESTAMPS 00:00:00 Start 00:03:51 Intro To Haseeb and Erik 00:05:58 Definind EA 00:11:30 Reflecting on EA 00:19:23 Erik's Case For E/Acc 00:23:05 Defining E/Acc 00:27:18 The Problem with E/Acc & Humanism 00:34:20 How Big is This Debate Really? 00:46:31 AI Safety & Regulatory Capture 00:56:39 EA's Political Affiliation 00:59:43 Extinction Risk 01:11:04 Politicizing the Debate 01:19:56 The Pro Tech Case 01:24:08 Productive Tension 01:28:33 AI Ethics vs Safety 01:32:53 Pick a Side

------ RESOURCES Haseeb Qureshi https://twitter.com/hosseeb

Erik Torenberg https://twitter.com/eriktorenberg

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

Anthony Pompliano: Bitcoin, Portfolio for 2024, Institutional Adoption & Crypto Tribalism Apr 22, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-anthony-pompliano-interview

------ Bankless Nation, we’ve finally got him… Anthony Pompliano is on the show. Pomp is an investor and media personality, best known to the crypto community for his relentless bitcoin evangelism.

Expect to learn about the Bitcoin Halving, the state of BTC EwTFs, the consequential institutional adoption and crypto tribalism. We wrap up the episode with a quick lightning round with Pomp and a peek into his 2024 investment portfolio.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🔐 SAFE | ATTEND SAFE{CON} https://conf.safe.global/

------ TIMESTAMPS

0:00 Intro 6:25 Bitcoin Halving 12:07 Institutional Adoption 24:08 Bitcoin ETF Aftermath 34:02 Institutional Dangers 41:49 Bitcoin Evangelism 49:44 Culture Wars 1:03:47 US vs Crypto 1:13:46 Bear Market Learnings 1:16:35 Pomp’s Focus 1:23:04 Pomp’s Portfolio 1:27:48 Lightning Round 1:31:59 Closing & Disclaimers

------ RESOURCES

Anthony Pompliano https://twitter.com/APompliano

The Pomp Letter https://pomp.substack.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://www.bankless.com/disclosures

ROLLUP: BTC Halving is Here! | Worldcoin's New Chain | China ETF Approvals | Solana Chain Upgrades Apr 19, 2024

Bankless Friday Weekly Rollup 3rd Week Of April ------ 🔐 SAFE | BUILD WITH THE SAFE SMART ACCOUNT https://bankless.cc/Safe_pod ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:

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

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

🔐 SAFE | ATTEND SAFE{CON} https://bankless.cc/SafeCon

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------ TIMESTAMPS 00:00:00 Intro

00:03:37 Bitcoin Halving https://www.coinwarz.com/bitcoin-halving

00:07:23 Bitcoin Runes https://youtu.be/q9RDE8U6CkI

00:08:56 Markets https://pro.kraken.com/app/trade/btc-usd https://twitter.com/dunleavy89/status/1779120479233544261

00:15:29 ETH Price Updates https://pro.kraken.com/app/trade/eth-usd https://twitter.com/dmihal/status/1779244625762394235

00:19:18 L2 Updates https://l2beat.com/scaling/summary https://twitter.com/NTmoney/status/1780998133025226803

00:24:27 World Chain Announcement https://twitter.com/worldcoin/status/1780611997396095157 https://worldcoin.org/blog/announcements/introducing-world-chain

00:28:19 Dead Internet Theory https://x.com/tiagosada/status/1780616673172570532

00:30:20 OKX X Layer Launch https://www.okx.com/xlayer

00:34:45 Kraken Wallet https://twitter.com/krakenfx/status/1780612343354855625

00:37:15 Hong Kong ETF Approvals https://www.cnbc.com/2024/04/15/hong-kong-regulators-approve-spot-bitcoin-and-ether-etfs-.html https://twitter.com/EricBalchunas/status/1779867078603718970

00:42:25 Ethereum Superwallets https://twitter.com/sassal0x/status/1778616483838669202 https://twitter.com/0xCygaar/status/1778522744919044442

00:47:48 Eigenlayer Unpaused Restaking https://x.com/eigenlayer/status/1778885106960081116

00:50:06 Alt Restaking https://twitter.com/nektarnetwork/status/1778082320798380060 https://twitter.com/Karak_Network/status/1777370872627831019

00:54:24 Immutable Nexus https://twitter.com/Immutable/status/1777894966498607146

00:56:58 Crypto The Game https://x.com/BanklessHQ/status/1780994358260420807

01:00:57 HeroGlyphs https://twitter.com/hero_glyphs https://github.com/Finallyt/Heroglyph/blob/main/Heroglyph-Whitepaper.pdf

01:05:35 Solana Upgrades https://x.com/SolanaStatus/status/1779727821834686592 https://twitter.com/rexstjohn/status/1779730912269500836

01:07:34 Stablecoin Bill https://www.lummis.senate.gov/press-releases/lummis-gillibrand-introduce-bipartisan-landmark-legislation-to-create-regulatory-framework-for-stablecoins/

01:10:40 Raises https://twitter.com/alignedlayer/status/1779564155327934811?s=46&t=dAxCjT2P_GIrJMvMgWIpfA https://x.com/nebrazkp/status/1780633313155457091

01:13:40 Meme of The Week https://vxtwitter.com/Timccopeland/status/1781012538911551808

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

Runes: Tokens on Bitcoin | Casey Rodamor Apr 18, 2024

Today’s episode is about exploring the frontier of tokens on Bitcoin with guest Casey Rodarmor. Casey is the creator of the Ordinals Protocol, a harmless protocol that simply allowed for arbitrary data to be inscribed into individual Bitcoin UTXOs, creating what are called Bitcoin NFTs. He is now also the creators of Runes, a second protocol, working to bring fungible tokens to Bitcoin.

Bitcoin is changing and Casey appears to be one of main reasons for the change. Soon he’ll be unveiling a new protocol standard for Bitcoin - called Runes, which wants to be a bitcoin-native version of fungible tokens, on the Bitcoin L1 - which is going to be the topic of the show today.

------ 📣 PERMISSIONLESS III | BUY TICKETS NOW Bankless Citizens get 30% off: https://www.bankless.com/tools/perks

Use BANKLESS10 for 10% off: https://bankless.cc/PermissionlessIII

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🔐 SAFE | ATTEND SAFE{CON} https://bankless.cc/SafeCon

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------ TIMESTAMPS

0:00 Intro 5:00 The Guy Who Changed Bitcoin 10:21 Why Casey’s Building 16:45 Ordinals Cultural Shift 22:43 Runes 31:40 The Ord Standard 45:27 Bitcoin Blocks & Blockspace Limit 57:47 Bitcoin Innovation Implications 1:02:41 Rune Parameters 1:11:20 The First Runes (Uncommon Goods) 1:14:34 Timeline on Runes & Trading Ecosystem 1:17:12 The Future of Runes/Ordinals 1:19:48 The Bitcoin Renaissance 1:21:34 Winning Over Bitcoin Maximalists 1:23:45 Casey’s Podcast 1:24:58 Runes Team 1:26:37 Closing & Disclaimers ------ RESOURCES

Casey’s 1st Bankless Episode https://youtu.be/ktL77zEWcEc

Casey’s Twitter https://twitter.com/rodarmor

Casey’s Hellmoney Podcast https://www.youtube.com/channel/UCflejnUswWof6yEMk9dRzOA

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

The Unified Architecture of Ethereum | DH + RSA Apr 17, 2024

Welcome back to Bankless Takes! On the show today we walk through David’s recent article on the unified architecture theory for Ethereum.

Where does Ethereum stand in a world of many chains? How does ethereum compare to Bitcoin, Solana, Celestia, and many others are fighting for users in the space. The comparisons and top competitors might surprise you.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

🔐 SAFE | ATTEND SAFE{CON} https://bankless.cc/SafeCon

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------ TIMESTAMPS 00:00 Start 02:08 Reason For This Article 06:32 Bitcoin Block Size Wars 17:51 Modern Day Big vs Small Blockers 22:06 Sophisticated Vs Primitive Blocks 33:19 Functionality Escape Velocity 37:17 The Root Of Trust 45:57 Cosmos, The Lost Tribe 56:02 Sovereignty Escape Velocity

------ RESOURCES

Davids Article: https://www.bankless.com/the-unified-architecture-of-ethereum

Vitalik Article: https://vitalik.eth.limo/general/2019/12/26/mvb.html?ref=bankless.ghost.io

Ryans Tweet: https://twitter.com/RyanSAdams/status/1778865602121060863

L2 Beat: https://l2beat.com/scaling/risk

Cosmos Tweet: https://twitter.com/hxrts/status/1774504453682405467

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

Is $TIA Modular Money? | Nick White Apr 16, 2024

In today's episode, David delves into the interesting dynamics between Ethereum and Celestia. While Ethereum and Solana are often seen as the main rivals, Celestia shares similar design philosophies and goals but with notable differences. Is it Ethereum's true competitor? Joining us to help answer that question and much more is Nick White, COO of Celestia Labs.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

🔐 SAFE | ATTEND SAFE{CON} https://bankless.cc/SafeCon

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------ TIMESTAMPS

0:00 Intro 5:28 Celestia 2 Years Ago 6:30 Build Whatever & DA 11:29 Celestia Design Architecture 19:15 Ethereum vs. Celestia 22:26 Celestia No Virtual Machine Trade-Offs 29:57 Sharing DA Layers & Blockchain Interoperability 37:23 Celestia Trustlessness 42:09 DA as a Commodity? 54:09 Network Effects of DA 57:35 $TIA’s Role in Celestia Ecosystem 1:01:50 Lightnodes 1:04:57 $TIA’s Moneyness 1:10:20 Execution & Settlement Layers 1:16:46 Cosmos & Celestia & Ethereum 1:21:56 Sovereign Endgame 1:26:42 Closing & Disclaimers ------ RESOURCES

Nick’s 1st Bankless Episode https://youtu.be/bmSU3cZhe3U

Nick White https://twitter.com/nickwh8te

Celestia https://twitter.com/CelestiaOrg

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

Your Guide to the Bull Run | Raoul Pal Apr 15, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-raoul-pal-interview

------ Bankless Nation, we’re having none-other than Raoul Pal, a frequent guest on this show, who needs no introduction.

Expect to understand debasement, how to navigate the different crypto seasons, and Raoul’s secular thesis. Besides his key learnings, Raoul also gives a peak into his portfolio and shares some hot takes on the current state of AI.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://bankless.cc/4aykesD

------ TIMESTAMPS

0:00 Intro 6:35 SEC Suing Uniswap? 9:57 US Regulation Handbrakes 19:48 State of the Bull Market 29:45 Navigating Interest Rates 35:40 Understanding Debasement 47:25 Crypto Adoption 57:11 Crypto Summer 1:03:12 The L1 Race 1:07:17 The Role of ETFs 1:13:37 The Next Winter 1:17:52 Crypto Skeptics 1:22:15 The Secular Thesis 1:26:20 Raoul’s Portfolio 1:30:47 Real Vision 1:33:01 The State of AI 1:36:31 Closing & Disclaimers

------ RESOURCES

Raoul Pal https://twitter.com/RaoulGMI

Real Vision Festival of Learning https://www.realvision.com/festival-of-learning

Raoul Pal The Journey Man https://www.youtube.com/@RaoulPalTJM

------ 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

"We Plan to Win" - Hayden Adams on Uniswap vs. the SEC Apr 12, 2024

Crypto's OG darling exchange, Uniswap is under attack after it received an enforcement notice on Wednesday, April 10th, 2024 from none other than Gensler's anti-crypto SEC.

Uniswap’s CEO Hayden Adams joins us on the podcast to share what happened, how they plan to fight, and what the industry can do to support.

------ 🦄DEFEND UNI | FREE MINT https://zora.co/collect/base:0x3cc5c167ff67ff31f8bee4b5523c684ce1172bfd/1

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://go.coindesk.com/4cBztCA

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

------ TIMESTAMPS

0:00 Intro 3:15 Uniswap’s SEC Wells Notice 5:02 Comms Between SEC & Uniswap 7:23 Is $UNI a Security? 11:12 Supreme Court 13:13 Consequences of U.S. Crypto Entrepreneurs 22:01 Uniswap Labs vs. Uniswap Protocol 31:35 How Far Will the SEC Go? 33:55 Why Uniswap Is Important 39:08 Who Protects Investors More? 42:25 Are Hayden & Uniswap Ready? 43:16 Will Crypto Win? 43:29 How to Support 45:08 Closing & Disclaimers

------ RESOURCES

Hayden Adams https://twitter.com/haydenzadams

Uniswap https://twitter.com/Uniswap

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

ROLLUP: Uniswap vs. SEC | Eigenlayer Mainnet | Blackrock BUIDL Fund | $TNSR Solana Airdrop Apr 12, 2024

Bankless Friday Weekly Rollup 2nd Week of April, 2024

------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://go.coindesk.com/4cBztCA

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

5:50 MARKET https://www.coindesk.com/markets/2024/04/11/grayscale-bitcoin-etf-sees-record-lowest-daily-outflow-of-18m https://cryptohayes.substack.com/p/heatwave https://www.growthepie.xyz/fundamentals/daily-active-addresses

13:40 Revenue from Base at $40million https://twitter.com/davidomaraX/status/1777998689874628885

15:00 4 weeks later, EIP-4844 is still a game-changer https://twitter.com/liamihorne/status/1777689828848525607

16:20 Movers of the Week https://www.bankless.com/toncoins-epic-rise

21:30 Bitcoin Ordinals taking top 10 NFT positions https://twitter.com/ercwl/status/1777550883082875095 https://imgur.com/UnLO0F2

22:40 Inflation hotter than expected in march - 3.8% up from 3.2% in Feb https://www.nytimes.com/2024/04/10/business/cpi-inflation-fed.html

25:30 Gloomy news from ETH ETF frontier https://twitter.com/NateGeraci/status/1777386609760936183 https://twitter.com/NateGeraci/status/1777768937943445568 https://polymarket.com/event/ethereum-spot-etf-approved-by?tid=171284490744 https://twitter.com/dunleavy89/status/1777751802118631594 https://twitter.com/jconorgrogan/status/1777016899567604095

34:04 Uniswap received an enforcement notice from the SEC https://x.com/Uniswap/status/1778127813138071904 https://twitter.com/haydenzadams/status/1778126466984575166 https://x.com/Uniswap/status/1778127815642075219 https://twitter.com/lex_node/status/1778167441903722768 https://twitter.com/ammori/status/1778128325996675577 https://x.com/iampaulgrewal/status/1778149863072670169 https://x.com/iampaulgrewal/status/1776292735063888374 https://twitter.com/jchervinsky/status/1778141231190552784 https://twitter.com/jchervinsky/status/1778455631277572241

47:58 EigenLayer and EigenDA are going to mainet! https://twitter.com/eigenlayer/status/1777757913718899074 https://twitter.com/sreeramkannan/status/1777791230556119183 https://x.com/TrustlessState/status/1778463830219092476 https://x.com/ayyyeandy/status/1778439191010873835

1:00:40 Solana Tensor’s Airdrop https://twitter.com/TensorFdn/status/1777350377895043537 https://x.com/TensorFdn/status/1775193013230489721

1:02:25 Bankless Airdrop Hunter https://www.bankless.com/airdrop-hunter

1:03:25 Circle Announces USDC Smart Contract for Transfers by BlackRock’s BUIDL Fund Investors https://www.businesswire.com/news/home/20240411966052/en/Circle-Announces-USDC-Smart-Contract-for-Transfers-by-BlackRock’s-BUIDL-Fund-Investors https://x.com/RyanSAdams/status/1778430676984897970 https://x.com/RyanSAdams/status/1778421743977173290 https://dune.com/steakhouse/tokenized-securities

1:09:10 Raises and BVC Investments MonadLabs raised $225M! https://twitter.com/monad_xyz/status/1777687376136982767

1:17:38 Bankless is hiring! https://www.bankless.com/jobs

1:18:00 MEME of the Week Nic vs David! 🥊 https://x.com/TrustlessState/status/1775883303268081891 https://x.com/TrustlessState/status/1774176205190709489 https://x.com/nic__carter/status/1774070020873535536

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

Crypto vs. The World | Jake Chervinsky & Amanda Tuminelli Apr 11, 2024

While there is always a lot of activity on Crypto Legal Front, this particular moment in time feels especially active. Today on the show we have Jake Chervinsky and Amanda Tuminelli, two of crypto’s most impressive lawyers.

Every single court case, of which there are 5 different ones discussed in this episode today, brings new precedent and new clarity to the crypto space. The theme of this episode today might be… crypto bites back.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏙️ CONSENSUS | SAVE 20% WITH CODE BANKLESS https://go.coindesk.com/4cBztCA

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

------ TIMESTAMPS 00:00:00 Start 00:05:18 Life as a Crypto lawyer 00:10:20 Coinbase Court Case 00:15:21 Are Airdrops Securities 00:19:34 Amanda's Take 00:22:22 Some Bad News 00:27:32 When Can We Expect Clarity? 00:30:11 Politics vs Policy 00:32:39 SEC vs ETH ETFs 00:36:55 ETH ETF Denial? 00:42:59 SEC Lying? 00:50:41 Leveraging Against Corruption 00:55:17 DeFi Education Fund vs SEC 01:03:56 Roman Storm 01:15:06 Can Courts Remain Impartial? 01:16:57 Elections Impact

------ RESOURCES

Amanda https://twitter.com/amandatums

Jake https://twitter.com/jchervinsky

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

The Debate Over ETH's Monetary Policy | DH + RSA Apr 10, 2024

The Ethereum community is currently in debate, are we going to change the monetary policy of ETH? Why should we? Who gets to decide? What should it be?

Today's episode of Bankless Takes is a masterclass on monetary policy for Ethereum and beyond. ------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

------ TIMESTAMPS 00:00:00 Intro

00:03:23 Defining Monetary Policy

00:07:35 Total Monetary Base

00:12:46 M1 Chart https://fred.stlouisfed.org/series/M1NS

00:15:54 M2 Chart https://fred.stlouisfed.org/series/M2NS

00:20:05 Inflation + Purchasing Power https://fred.stlouisfed.org/series/CPIAUCNS

00:22:50 Bitcoin Issuance Policy https://river.com/learn/who-creates-new-bitcoin/

00:30:22 Ethereum's Monetary Policy https://studio.glassnode.com/metrics?a=ETH&c=native&m=supply.Current&resolution=24h https://notes.ethereum.org/@mikeneuder/iiii https://ultrasound.money/

00:35:27 ETH Social Contract

00:37:23 Bitcoin Monetary Policy

00:43:09 History Of ETH Issuance https://github.com/ethereum/consensus-specs/pull/971

00:50:58 Proposal Breakdown https://ethresear.ch/t/endgame-staking-economics-a-case-for-targeting/18751

01:01:57 ETH Supply Curve https://imgur.com/pVrZ9Ii

01:13:37 David's Opinion on Moving Forward

01:19:08 Ryan's Opinion

01:25:06 Policy Option 2

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

AI Power Wars | Emad Mostaque Apr 08, 2024

Today on the show, we have the founder of Stability AI, Emad Mostaque.

Emad recently left his company citing “You can’t beat centralized AI with more centralized AI” and decided to venture into the frontier of decentralized AI.

We touch on the economical consequences of AI, why it needs to be open-source and distributed and the role of Crypto in decentralizing AI.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku

------ TIMESTAMPS

0:00 Intro 5:26 Navigating AI & Web3 10:52 AI Governance 18:03 Decentralizing AI 26:54 Balancing Coordination 33:52 Decentralized AI Infrastructure 40:10 Emad’s Projects 48:40 Decentralization Trade-Offs 58:53 Governance Structure 1:02:50 AI Regulation 1:06:36 Custom AI Models 1:12:21 AI Economical Consequences 1:17:11 AI x Crypto 1:20:47 Closing Thoughts

------ RESOURCES

Emad Mostaque https://twitter.com/EMostaque

------ 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: Special Guest! | Airdrop Week | Base Szn | The DeFi Wars Apr 05, 2024

Bankless Friday Weekly Rollup First Week of April, 2024

Major thanks to Anthony Sassano for filling in for Ryan as he takes some time off to update his firmware. https://x.com/sassal0x ------ 🌐 CRYPTEX | GET INVOLVED WITH GOVERNANCE FOR THE FUTURE OF DECENTRALIZED MARKETS https://bankless.cc/Cryptex_pod

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH https://bankless.cc/Casa

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

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

------ TIMESTAMPS 00:00:00 Start

00:02:24 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://pro.kraken.com/app/trade/eth-btc https://www.coingecko.com/en/global-charts

00:09:47 L2 Check-in https://l2beat.com/scaling/summary

00:17:19 ENA Airdrop https://twitter.com/ethena_labs/status/1775060005953421401?s=20 https://www.coingecko.com/en/coins/ethena

00:23:42 Wormhole Airdrop https://wormhole.com/w-launch-roadmap/ https://www.coingecko.com/en/coins/wormhole

00:28:14 Blobs Update https://warpcast.com/0xrob/0x0357eacb https://warpcast.com/sassal.eth/0xae93359e https://dune.com/hildobby/blobs https://twitter.com/rob_0x/status/1775130717774626839 https://x.com/TrustlessState/status/1775494227222315274?s=20

00:37:48 Base Ecosystem https://warpcast.com/jessepollak/0x078c9b74 https://x.com/ptrwtts/status/1774963873936011638?s=20 https://x.com/Uniswap/status/1774465349716435298?s=20

00:43:10 Degen Chain https://x.com/syndicateio/status/1773351144858750990?s=20

00:52:48 The Issuance Debate https://twitter.com/mikeneuder/status/1774072228839117307?t=C4VaAFdu-LRU1yDM31GCFQ&s=19 https://twitter.com/jon_charb/status/1774182126608380041

01:05:02 LST vs LRT Dynamics https://x.com/hildobby_/status/1775123732534603919?s=20

01:13:10 AAVE vs Maker https://x.com/lemiscate/status/1775116242019299404?s=20 https://governance.aave.com/t/arfc-risk-parameters-for-dai-update/17211/9 https://twitter.com/hasufl/status/1775157933501796465?s=20

01:17:48 Meme of The Week https://x.com/TrustlessState/status/1774791420504674325?s=20

01:22:34 Check Out The Daily GWEI! https://www.youtube.com/@TheDailyGwei ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

The Summer of Protocols Episode Apr 04, 2024

Welcome Bankless Nation, to the Summer of Protocols!|

Summer of Protocols is an ongoing research and evangelism effort that aims to catalyze broad interest in the study of protocols as a first-class concept for thinking about the world.

To explain a little more about what Summer of Protocols is all about, we brought Tim Beiko of the Ethereum Foundation and Venkat Rao of the Ribbonfarm blog on the podcast. Additionally, this episode contains three short interviews with three of the 35 total Summer of Protocols researchers.

You’re going to experience something a little different here on the show today. Some more storytelling, a different kind of frontier exploration, but all around the idea of protocols.

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ TIMESTAMPS & RESOURCES

0:00 Summer of Protocols Explained 12:05 Sarah Friend https://summerofprotocols.com/research/good-death https://twitter.com/isthisanart 37:16 Timber Schroff https://summerofprotocols.com/research/module-three/safe-new-world https://twitter.com/tmbr_ss 1:01:52 Nahee Kim https://summerofprotocols.com/research/re-move https://twitter.com/AppNahee 1:18:44 Summer of Protocols Future https://forum.summerofprotocols.com/t/blockchain-protocol-problems-braindump/223 https://summerofprotocols.com/research/sop2024 1:28:59 Closing

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

BUIDL: Blackrock's $10T Bet on Ethereum | Carlos Domingo Apr 02, 2024

Earlier this month the largest asset manager in the world released its first tokenized fund on Ethereum called the BlackRock BUIDL fund.

We knew this was big… but after recording this episode we’re realizing this is an even bigger deal than we initially thought. Tokenized treasuries on chain Tokenized securities on chain.

The largest institutions in the world are here and they’re tokenizing their assets.

------ 🌐 CRYPTEX | GET INVOLVED WITH GOVERNANCE FOR THE FUTURE OF DECENTRALIZED MARKETS https://bankless.cc/Cryptex_pod

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

🏠 CASA | SECURE YOUR GENERATIONAL WEALTH http://casa.io/bankless

------ TIMESTAMPS 00:00:00 Intro 00:06:46 What Just Happened Last Week? 00:09:09 What Composes This Fund? 00:15:01 Onchain Dividends 00:20:02 Is BUIDL a Security? 00:22:56 Is It Permissionless? 00:26:02 Redeem Function 00:30:47 What Assets Come Next? 00:39:55 Securitize's Role In This 00:42:39 Size of Inflows 00:47:09 Total Market Size 00:50:46 Yield Accounts 00:53:01 Onboarding New Users 00:55:41 When Central Bank Involvement? 00:59:49 Where Do We Go From Here? 01:02:14 Legitimizing Our Case 01:05:04 Next Blackrock Product

------

Carlos Domingo https://twitter.com/carlosdomingo Check out the fund contract on Etherscan: https://etherscan.io/token/0x7712c34205737192402172409a8F7ccef8aA2AEc

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

When Ethereum ETF? | Matt Hougan & Ryan Rasmussen of Bitwise Apr 01, 2024

The Bitcoin ETF was a huge win for Crypto. What’s next? Will an Ethereum ETF be approved?

We brought Matt Hougan & Ryan Rasmussen of Bitwise to explore exactly that.

We go through what made the BTC ETF so successful, what we need to replicate the process for Ethereum and what comes after the ETH ETF.

------ 📣 PERMISSIONLESS III | BUY TICKETS NOW Bankless Citizens get 30% off: https://www.bankless.com/tools/perks

Use BANKLESS10 for 10% off: https://bankless.cc/PermissionlessIII

------ 🎧 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

0:00 Intro 6:50 Bitcoin ETFs So Far 10:40 BTC ETF 2nd Acceleration 22:56 Crypto Default Allocation 26:31 Who’s Buying the BTC ETF? 28:59 Bitcoin vs Gold 36:46 When ETH ETF? 46:39 Forces at Play 53:25 ETH ETF Derivatives 58:38 ETH ETF Price Impact 1:02:10 ETH Narratives 1:08:31 What’s Next 1:12:02 Closing Thoughts

------ RESOURCES

Matt Hougan https://twitter.com/Matt_Hougan

Ryan Rasmussen https://twitter.com/RasterlyRock

Bitwise https://bitwiseinvestments.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://www.bankless.com/disclosures

ROLLUP: SBF 25 Years | Coinbase vs. SEC | Blobs Demand | Blast Controversy Mar 29, 2024

Bankless Friday Weekly Rollup Last Week of March, 2024

------

🖼️ NFTFi Borrow ETH or USDC with an NFT at https://bankless.cc/NFTFi_pod

Check their rewards program at: https://bankless.cc/NFTfi_rewards_pod

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------

TIMESTAMPS & RESOURCES

0:00 Intro

3:45 BTC ETF https://dune.com/hildobby/btc-etfs https://x.com/WatcherGuru/status/1773069643923570968 https://twitter.com/ki_young_ju/status/1772916778621919490

7:28 ETH ETF Update https://twitter.com/WatcherGuru/status/1772999593577390172 https://x.com/CraigSalm/status/1772360837094691302 https://x.com/EricBalchunas/status/1772372601098162624 https://dune.com/21co/tokenization-government-securities

13:00 L2 Update https://x.com/RyanSAdams/status/1772721673541747099

14:30 BASE TVL: https://l2beat.com/scaling/projects/base https://x.com/Uniswap/status/1773375430285799546 https://x.com/MSilb7/status/1770621672237720001 https://www.growthepie.xyz/chains/base https://x.com/0x_Osprey/status/1773044075802849391 https://imgur.com/8GiwM4e https://x.com/base/status/1772767382362055097 https://twitter.com/jessepollak/status/1773085753850925073 https://x.com/jessepollak/status/1773099759235993725 https://twitter.com/maxbranzburg/status/1772716138499039612 https://twitter.com/hildobby_/status/1772775087562764791 https://x.com/TrustlessState/status/1772736730623332673

23:45 Markets https://twitter.com/TimmerFidelity/status/1772645291088388128 https://twitter.com/BrantlyMillegan/status/1772314510088409382

29:50 Blob demand skyrocketing - is it too much for Ethereum to handle? https://twitter.com/nero_eth/status/1771198600405463531 https://x.com/hildobby_/status/1773036022726627795 https://imgur.com/M8N9Plt https://x.com/ercwl/status/1773152515875340704 https://x.com/Data_Always/status/1773056653664940219 https://x.com/terencechain/status/1773123126202601942 https://x.com/peter_szilagyi/status/1773158997446557930 https://x.com/TrustlessState/status/1773160352479392107

38:23 Blast Controversy - Rollback the chain? https://twitter.com/PopPunkOnChain/status/1772746208047518025 https://twitter.com/zachxbt/status/1772843238539325947 https://twitter.com/0xquit/status/1772751865467596823 https://x.com/ercwl/status/1772781474867011752 https://x.com/_munchables_/status/1772846122236862789 https://x.com/PacmanBlur/status/1772871466935013701 https://twitter.com/nearisbuilding/status/1772866110733287466 https://twitter.com/jchervinsky/status/1772970536441713001

46:10 SBF Sentenced to 25 years https://x.com/innercitypress/status/1773376299626574125 https://blockworks.co/news/sam-bankman-fried-sentenced https://x.com/innercitypress/status/1773347397181092141 https://x.com/innercitypress/status/1773349731638394936 https://x.com/TrustlessState/status/1773358297308868973 https://x.com/crypto_bobby/status/1773358858678816783 https://x.com/Dogetoshi/status/1773370058892271763

53:57 Ethena is launching its token! https://twitter.com/ethena_labs/status/1773077170132320626 https://www.bankless.com/airdrop-hunter

55:23 Google integrated ENS into search! https://warpcast.com/sassal.eth/0x36e35d26 https://twitter.com/RyanSAdams/status/1773076211947765921

56:57 Did Coinbase lose to the SEC? https://x.com/RyanSAdams/status/1772984052653478333 https://x.com/iampaulgrewal/status/1772993916146479193 https://x.com/iampaulgrewal/status/1772993916146479193 https://twitter.com/jchervinsky/status/1772999508462309511

58:49 CFTC vs KuCoin https://www.coindesk.com/business/2024/03/26/crypto-exchange-kucoin-violated-anti-money-laundering-laws-us-charges/ https://twitter.com/jchervinsky/status/1772666739995595007

59:50 Kraken Financial, a state-chartered bank, is live! https://twitter.com/davidlripley/status/1770952985411301724

1:00:37 Raises and BVC Investments https://x.com/build_on_bob/status/1773020961597452634 https://twitter.com/SuccinctLabs/status/1770843544388771914

1:02:41 MEME of the Week https://twitter.com/liamihorne/status/1772363988757561474

1:03:23 Closing & Disclaimers

1:03:33 Moment of Zen https://x.com/outttoforderrr/status/1773020500060512767

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

Can Crypto's Broken Moral Compass Be Fixed? | RSA+DH Mar 27, 2024

On today's episode of Bankless Takes we're exploring the current state of crypto's social layer. Are we in this for the right reasons, or has crypto lost the plot?

------

🖼️ Borrow ETH or USDC with an NFT on NFTFi https://bankless.cc/NFTFi_pod

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS 00:00 Start 05:16 The Worst Memecoins 10:37 How We Got Here https://x.com/reganbozman/status/1769775181722190293?s=46

13:56 Have We Lost The Plot? https://polynya.mirror.xyz/ptscXuh3J3KOj2uJAn0vrEanpn2nauwA7iytYZ4cM9U

19:39 Celebrating Criminals https://x.com/laurashin/status/1772407168760713454?s=20 https://x.com/TrustlessState/status/1772313252183126314?s=20 https://x.com/TrustlessState/status/1772428935206183082?s=20

26:55 Long Term Focus https://twitter.com/RyanSAdams/status/1772320119504449592?s=20

31:10 Don't Ignore The Bad, Pursue The Good https://twitter.com/nic__carter/status/1771980083667861734?s=20

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

BLAST: The L2 with Native Yield | Pacman Mar 25, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-pacman-blast-l2

------ Pacman is one of the most interesting builders in crypto right now. After creating Blur, a disruptive NFT exchange, the crypto wonder kid is targeting the L2 space with his new yield bearing L2 called Blast.

In this episode, we cover Pacman’s story, how he built Blur, how he pioneered Points and finally, we get into Blast, the already third largest L2 in TVL.

------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

0:00 Intro 6:45 Pacman’s Story 24:40 Blast’s Perception 29:36 Blur 34:45 Points 47:55 Blast Genesis 54:35 Blast’s Native Yield 1:19:05 Yield Risks 1:23:15 Net Gas Revenue 1:26:00 Projects on Blast 1:30:12 Is Blast a Multisig? 1:32:51 Blast’s Vision 1:34:10 Blast on OP Superchain? 1:36:53 Closing Thoughts

------ RESOURCES

Pacman https://twitter.com/PacmanBlur

Blast https://blast.io

Pacman Blur’s Episode https://www.youtube.com/watch?v=KBKRrKtGTY8

------ 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: Memecoin Mania | Solana ATH? | Blackrock Ethereum Fund Mar 22, 2024

Bankless Friday Weekly Rollup 3rd Week of March ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ Timestamps & Resources: 00:00:00 Welcome to Bonkless https://twitter.com/RyanSAdams/status/1770089383850312109 https://twitter.com/RyanSAdams/status/1733256908230775194/photo/1

00:05:24 MARKETS https://pro.kraken.com/app/trade/btc-usd

00:06:39 Why Selloff? https://twitter.com/tedtalksmacro/status/1770297816138887223 https://www.coinglass.com/LiquidationData https://twitter.com/Jesseeckel/status/1769339678988157077 https://imgur.com/wAzzwcj

00:13:14 Solana Memecoin Mania https://www.theblock.co/post/282993/solana-memecoin-volume-fees-highs https://cryptopragmatist.com/p/memecoin-mania-hits-solana https://twitter.com/phantom/status/1767610926461538795 https://x.com/RyanSAdams/status/1769758122929693116?s=20 https://twitter.com/RyanSAdams/status/1768735643964723427?s=20

00:20:00 Problems to Solve https://dune.com/scarn_eth/solana-tx-fail-rate

00:22:18 $100M in 48 hours https://x.com/0xGumshoe/status/1769407082908832193?s=20 https://twitter.com/zachxbt/status/1769948459266707961?s=20

00:25:04 Slerf Deleting $10m https://x.com/Slerfsol/status/1769628588809031864?s=20

00:29:04 Blobs and Base https://dune.com/0xRob/blobs

00:31:19 L2 Fees https://twitter.com/liamihorne/status/1768979646954008921 https://www.gasfees.io/ https://twitter.com/tokenterminal/status/1769010809479266659

00:37:41 Fed Meeting https://twitter.com/NickTimiraos/status/1770510628492284375?s=20 https://www.cnbc.com/2024/03/20/fed-meeting-march-2024-.html https://twitter.com/LynAldenContact/status/1768669656116593146?s=20

00:40:33 Blackrock On Chain Fund https://www.businesswire.com/news/home/20240320771318/en/BlackRock-Launches-Its-First-Tokenized-Fund-BUIDL-on-the-Ethereum-Network https://securitize.io/invest https://twitter.com/iamDCinvestor/status/1770226356648890491 https://twitter.com/alexadelman/status/1770480118273581410?s=46&t=iahr7Lh5v08SSM_Ery-bGw

00:45:46 Blackrock Violating Sanctions https://twitter.com/Awawat_Trades/status/1770477144990261480/photo/1

00:47:59 Ethereum Foundation Under Investigation https://fortune.com/crypto/2024/03/20/sec-gary-gensler-ethereum-security-commodity-crypto-foundation/ https://x.com/MikeSeligEsq/status/1770475199609114831?s=20 https://twitter.com/iampaulgrewal/status/1770594620969501035?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/BrianQuintenz/status/1770541103667929161?s=20

00:54:26 ETH ETF Updates https://www.theblock.co/amp/post/283542/following-fidelitys-lead-grayscale-looks-to-add-staking-for-its-proposed-ethereum-etf https://twitter.com/JSeyff/status/1770184966648877511?s=20

01:00:08 EtherFi Airdrop https://twitter.com/ether_fi/status/1769002585501962253 https://twitter.com/TrustlessState/status/1769860129543901654?s=20

01:04:53 $16.4m Alien Punk Sale https://x.com/nftnow/status/1770549365016322265?s=20

01:05:54 SEC Bad Faith https://twitter.com/eleanorterrett/status/1769840053369327671 https://twitter.com/CampbellJAustin/status/1769841646789673439

01:07:55 Bob Gensler https://twitter.com/jimmyragosa/status/1770425599472902564

01:08:50 CZ Updates https://twitter.com/cz_binance/status/1769877743607448029?s=46&t=LKBC7Qtm18FnZ380xCF2pA

01:10:16 Bankless is Hiring! https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf

01:11:15 Meme of The Week https://twitter.com/AshleyDCan/status/1769791782957564343

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

Is Crypto a Scam? with Crypto Skeptic Patrick McKenzie Mar 21, 2024

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

------ Why do banks have holidays? Should we redesign the banking system? Is there a future for crypto?

Today we’re joined by Patrick McKenzie, an advisor at Stripe who writes about the modern financial system helps us answer these exact questions.

First, we talk about the inner workings of the existing banking system. Then we get into crypto, where Patrick shares his reasons for skepticism.

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

------ TIMESTAMPS

0:00 Intro 6:35 Patrick’s Background 9:48 Banking System Evolution 20:09 Banking Holidays 26:44 Financial System Redesign 40:12 Transactional Freedom Trade-offs 1:03:39 Crypto Slogans 1:11:36 Crypto Predictions 1:21:42 Closing Thoughts

------ RESOURCES

Patrick McKenzie https://twitter.com/patio11

Check Out Patrick’s Blog https://www.bitsaboutmoney.com/

Molly White Episode https://www.youtube.com/watch?v=y9Itd3g23QI

------ 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

The 7 Most Bullish Crypto Narratives of 2024 Mar 20, 2024

The crypto bull market is here and nothing drives price like a good ol' narrative. On the show today we walk you through the top 7 that we're most excited about to watch unfold during this bull run.

Can you guess which one is our favorite? ------ ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

00:00 Start 06:19 3 Ways To Make Money in Crypto 10:25 #1 - Decentralized AI 18:29 #2 - Restaking 24:40 #3 - Bitcoin Renaissance 30:25 #4 - New Infrastructure 42:10 #5 - Alt Layer 1 50:34 #6 - DePin 55:09 #7 - Real World Assets 59:45 David's Top Choice

------ RESOURCES https://www.bankless.com/the-2024-bull-run-narrative-glossary https://www.bankless.com/this-is-the-ai-x-crypto-cycle https://x.com/TrustlessState/status/1766087668595638336?s=20 https://dune.com/hashed_official/lrt https://www.coingecko.com/en/categories/restaking https://www.bankless.com/8-bitcoin-l2s-you-should-watch?ref=bankless.ghost.io https://www.coingecko.com/en/categories/data-availability https://www.coingecko.com/en/categories/layer-2 https://x.com/BanklessHQ/status/1764722637333229610?s=20 https://www.coingecko.com/en/categories/layer-1 https://www.coingecko.com/en/categories/depin https://youtu.be/kdQi-N1BfO4 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Memecoins: Good or Evil with Ledger & Stephen Cesaro Mar 19, 2024

Today on the show we have two guests debating the merits and costs of crypto memecoins. Ledger (Brian Krogsgard) from the UpOnly podcast thinks that memecoins are financial nihilism that creates room for bad actors and grifters. Stephen Cesaro, from the Alfalfa Podcast, thinks memecoins are something to appreciate and celebrate.

Which side are you on?

------ 🥩PRIMESTAKED | MINT primeETH NOW https://bankless.cc/Origin-pod

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

0:00 Intro 8:35 Ledger’s Memecoin Arc 11:53 Stephen’s Memecoin Arc 13:20 $DOGE vs. $BTC 18:38 Tokenization of Memes 22:28 Memecoin Intent & Transparency 33:24 Memecoin Theory & Practice 44:30 Investing in Brands 51:55 Reframing Memecoins 56:27 Memecoins vs. Scams 1:09:01 Closing & Disclaimers

------ RESOURCES

Ledger https://twitter.com/ledgerstatus

Stephen https://twitter.com/0xmagiclines

------ See our investment disclosures here: https://www.bankless.com/disclosures

214 - L2 Tokens: Bullish or Bearish? with Sassal, Jordi, & Ippolito Mar 18, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-l2-tokens/

------ Are Layer2 Tokens bullish or are they just worthless governance tokens?

We’ve brought a team of expert panelists to help us answer that exact question.

Mike Ippolito, Jordi Alexander and Anthony Sassano explore Layer2 business models, where value is accrued and how to capture that upside.

------ 🥩PRIMESTAKED | MINT primeETH NOW https://bankless.cc/Origin-pod

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

0:00 Intro 7:50 L2 Value Capture 13:37 Short-Term vs Long-Term 17:30 L2 Business Model 28:24 Worthless Governance Tokens? 42:04 Immutable & Base 53:40 Vertically-Integrated Chains 1:05:24 Do L2s Need Tokens? 1:15:38 L2 Experimentation 1:32:44 Capturing L2 Upside 1:38:44 Closing & Disclaimers

------ RESOURCES

L2Beat https://l2beat.com/scaling/summary

ETH in 2024 https://www.youtube.com/watch?v=0rPF8zNnfnE

Anthony Sassano https://twitter.com/sassal0x

Mike Ippolito https://twitter.com/MikeIppolito_

Jordi Alexander https://twitter.com/gametheorizing

------ 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: Blobs Arrive | BTC New High | ETH ETF? | Bankless 4th Birthday Mar 15, 2024

Bankless Weekly Rollup 2nd Week of March, 2024

------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 bankless.cc/spotify-premium

------ 🥩PRIMESTAKED | MINT primeETH NOW https://bankless.cc/Origin-pod

------ BANKLESS SPONSOR TOOLS:

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

🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------

TIMESTAMPS & RESOURCES

0:00 Intro

7:48 Markets 9:00 Bitcoin’s market cap surpassed Silver this week https://companiesmarketcap.com/assets-by-market-cap/ https://twitter.com/robustus/status/1767164377969340419 https://l2beat.com/scaling/data-availability

18:09 Movers of the Week - Memecoins? https://twitter.com/econoar/status/1767170724446552159 https://twitter.com/blknoiz06/status/1766680047547494658 https://twitter.com/FTI_DA/status/1767969299350610040 https://x.com/RyanSAdams/status/1766827037149343951

26:40 U.S. CPI rose faster than expected last month https://www.cnbc.com/2024/03/12/cpi-inflation-report-february-2024-.html 26:58 Why are DeFi rates so high? https://twitter.com/ErikVoorhees/status/1766326070545162321 https://twitter.com/haydenzadams/status/1766669255100055866 https://twitter.com/ethena_labs/status/1768023077932380257

29:33 ETF Watch! https://dune.com/hildobby/btc-etfs https://dune.com/queries/3382000/5674971 https://twitter.com/zerohedge/status/1768022702294470855 https://twitter.com/JSeyff/status/1767206535879389332 https://twitter.com/jchervinsky/status/1767175990285857006 https://x.com/jchervinsky/status/1767187618876305628 https://x.com/orb_land/status/1767278815791722629

38:28 Blobs arrived to Mainnet, L2 Fees plummet! https://x.com/parithosh_j/status/1767973626987606190 https://x.com/RyanSAdams/status/1767913396777767361 https://twitter.com/sproule_/status/1767960271853686879 https://twitter.com/zksync/status/1767983026443579448 https://twitter.com/argenthq/status/1767917028013224370 https://x.com/Optimism/status/1768090982862803203 https://twitter.com/liamihorne/status/1768068293787615288 https://x.com/brian_armstrong/status/1768091017021116562 https://twitter.com/jessepollak/status/1768071129854562698 https://x.com/TrustlessState/status/1768074308482400556 https://x.com/js_horne/status/1768075186824163698 https://fees-growthepie.streamlit.app/ https://x.com/arbitrum/status/1767912321618505954 https://dune.com/0xRob/blobs https://twitter.com/liamihorne/status/1767962414312521844 https://x.com/lightclients/status/1767957828969349148 https://x.com/TrustlessState/status/1768243873430552801 https://x.com/TrustlessState/status/1762589707756548566

1:01:59 Swell announced their Restaked Rollup https://twitter.com/swellnetworkio/status/1767889656451047505

1:03:00 Tensor introduced the TNSR token https://twitter.com/TensorFdn/status/1767616700609171508

1:03:25 Jito is getting rid of Mempool?! https://twitter.com/jito_labs/status/1766228889888514501 https://www.coindesk.com/business/2024/03/08/solana-client-developer-jito-announces-end-of-mempool-function/ https://twitter.com/smyyguy/status/1766234020076011865 https://twitter.com/jon_charb/status/1765923336138211353

1:08:59 Saylor has no chill https://x.com/MEMECOETH/status/1767690213877252485

1:10:18 Raises and BVC Investments https://twitter.com/EclipseFND/status/1767212277285969979 https://twitter.com/clique2046/status/1768277734113907127

1:12:27 David demo signing up for it while RSA highlights https://open.spotify.com/show/1y0zqrWsFxmCYcTnV7ExUn We recently celebrated 4 years https://x.com/RyanSAdams/status/1768269073354231826

1:14:22 MEME of the Week Name kids after what you love https://x.com/abbeyjazzy/status/1767890031824216551

1:15:27 Moment of Zen https://www.youtube.com/watch?v=B5if2hthPCs

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

Dencun 101: Tim Beiko Explains Ethereum’s Upgrade and Beyond Mar 13, 2024

Ethereum's next hard fork is here and we're joined by Tim Beiko from the Ethereum foundation to walk us through and explain what it all means.

He shares a comprehensive guide on each and every EIP along with what comes next, Dencun, Pectra, and beyond. If you want to be up to date with the state of all things Ethereum this is the episode for you. ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

------ TIMESTAMPS 00:00 Start 04:44 Naming "Dencun" 08:40 Overview on Blobs 11:31 EIP-7514 (Epoch Churn Limit) 14:42 EIP-6780 (Self Destruct) 19:27 EIP-7044 (Signed Voulentary Exits) 20:49 EIP-7045 (Max Attestation Inclusion) 21:49 EIP-4788 (Beacon Block Route) 25:31 Opcode Changes 29:58 What's Next 37:53 Future EIPs 41:37 Max Effective Balance 45:22 Inclusion Lists 50:40 Additional Noteworthy EIPs

------ RESOURCES Tim: https://twitter.com/TimBeiko

ETH Magicians: https://ethereum-magicians.org/u/timbeiko/summary ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Tokenizing Real World Assets | Robert Leshner Mar 12, 2024

Can we Tokenize the World? Robert Leshner, creator of Compound and one of the forefathers of DeFi, is on a mission to do so.

With his new company Superstate, new product, tokenized t-bills and new location, New York city. Robert is trying to bring $300 trillion in TradFI assets on-chain.

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------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

00:00 Intro 4:27 Tokenization History 9:46 RWA Problem Statement 14:04 Opening the Door 26:37 Securities Laws 31:50 Tokenizing Treasuries 39:06 Superstate 46:57 Regulatory Constraints 56:01 The Future of RWAs 1:00:36 Pitching TradFi 1:05:13 2030 Prediction 1:06:57 Closing & Disclaimers

------ RESOURCES

Robert Leshner https://twitter.com/rleshner

Superstate https://superstate.co/

Superstate - USTB Fund https://superstate.co/ustb

------ 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

213 - Justin Sun: On Tron, Vitalik, and Becoming Humble Mar 11, 2024

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

------ Justin Sun, the Controversial Founder of TRON has finally entered the chat.

This episode is packed with hot takes. Expect to learn why Justin is still in Crypto, why he should’ve copied Ethereum 100% and not just 95%, why he views Vitalik as a goldmine and much more.

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

00:00 Intro 7:17 Justin Sun Origin Story 13:01 Why Crypto? 19:51 The Next Cycle 25:32 Justin’s Role 29:00 The State of Tron 36:36 Tron Economics 47:28 Tron Plagiarism 53:22 Decentralizing Tron 57:03 Addressing Tron’s Censorship 1:03:33 Crypto Favorites 1:05:20 What’s Next 1:09:16 People to Watch 1:14:51 Closing & Disclaimers

------ RESOURCES

Justin Sun https://x.com/justinsuntron

TRON https://tron.network/

TRON Stats https://thedefireport.substack.com/p/should-we-be-taking-tron-seriously

------ 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: All Time High Debate | New ETF Record | Wormhole Airdrop Mar 08, 2024

Weekly Rollup 2nd Week of March ----- ➡️ Apply to the Cartesi Grants Program here: https://bankless.cc/Cartesi ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

00:46 Fake All Time Highs? https://twitter.com/iamdcinvestor/status/1765320979679699285?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/RyanSAdams/status/1763324643635835082?s=20

05:18 MARKETS https://twitter.com/GayatriPC_/status/1765441708383486109?s=20 https://twitter.com/kobeissiletter/status/1763553807298875568?s=46&t=LKBC7Qtm18FnZ380xCF2pA https://x.com/EricBalchunas/status/1765121689036427654?s=20 https://www.ccn.com/news/bitcoin-etf-gold-btc-aum/ https://twitter.com/AP_Abacus/status/1763264513220964715?s=20 https://twitter.com/EricBalchunas/status/1763910750026793199?s=20

08:25 Biggest BTC Monthly Candle Ever https://twitter.com/intangiblecoins/status/1763390416307519840

17:58 ETH ETF? https://twitter.com/EricBalchunas/status/1763910750026793199?s=20 https://twitter.com/jchervinsky/status/1763705594949570757?s=20

24:05 Rise of The Memecoins https://www.coingecko.com/

33:55 SEC vs Shapeshift https://www.sec.gov/files/litigation/admin/2024/34-99676.pdf?utm_medium=email&utm_source=govdelivery https://x.com/ErikVoorhees/status/1765411276497293365?s=20

36:28 Ryan and David Screenplay Acting https://twitter.com/RyanSAdams/status/1765463226781774048?s=20 https://www.sec.gov/news/statement/peirce-uyeda-statement-a-crypto-world-turns-03-06-24 https://x.com/0xdef1cafe/status/1765466419649540269?s=20 https://x.com/TrustlessState/status/1763607417105867050?s=20

41:12 Wormhole Airdrop https://wormhole.com/w-airdrop-explained/ https://airdrop.wormhole.com/ https://www.bankless.com/claimables?ref=no-address

47:06 Eigenlayer Passes $1 Billion https://app.eigenlayer.xyz/

48:27 Coinbase Smart Wallets https://www.coinbase.com/blog/evolving-wallets-to-bring-a-billion-users-onchain https://twitter.com/jessepollak/status/1763583352391500103 https://x.com/RyanSAdams/status/1765481895448428882?s=20

52:14 Record CryptoPunk Sale https://warpcast.com/ecr/0x4a44d2a6

54:19 Saylor Buys More Bitcoin https://twitter.com/JanWues/status/1764788016206286996

57:17 Permissionless III https://twitter.com/Permissionless/status/1765030038905463132?s=20 https://x.com/JasonYanowitz/status/1765040063086231695?s=20

59:32 ETH Denver Uber Driver Recap https://twitter.com/moo9000/status/1765321693503832471?s=20

1:05:29 Moment of Zen https://x.com/songadaymann/status/1765838218388222375?s=20

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

The RFK Interview Mar 07, 2024

An in person interview with presidential candidate RFK Jr. who shares his takes and policies on the state of crypto in the United States.

To learn more, visit https://www.kennedy24.com/

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

AI Memecoins & Lessons for Narrative Investing Mar 06, 2024

Ryan and David share another Bankless Takes episode where they discuss their AI memecoin analysis, why AI crypto tokens are a big deal, how to speculate on narratives like AI memecoins (lessons and guidance for “narrative investing”, and what are the next big narratives this cycle.

------ 🌐 CARTESI | MODULAR EXECUTION ON LINUX https://bit.ly/3SYkjzF

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------ TIMESTAMPS & RESOURCES

0:00 Intro 4:49 Why is Crypto x AI Narrative a thing? https://media1.tenor.com/m/q0zcs7G7FogAAAAd/galassia-galassie.gif https://twitter.com/0xMubeenn/status/1764139946062029212 https://vitalik.eth.limo/general/2024/01/30/cryptoai.html

10:40 Decentralized AI & Compute https://x.com/TrustlessState/status/1762318512507208182 https://x.com/anna_kazlauskas/status/1764675698310926459? https://www.coingecko.com/en/coins/filecoin https://www.coingecko.com/en/coins/arweave https://www.coingecko.com/en/coins/renderc https://www.tradingview.com/chart/?symbol=MEXC%3ATAOUSDT

20:00 Road to AGI

23:00 AI Memecoins

21:12 Crypto Narrative Guidance https://twitter.com/0xMubeenn/status/1764139946062029212/photo/4 https://cryptonarratives.substack.com/p/how-to-catch-a-few-20x-to-100x-coins

46:55 Top Signals

49:50 Predictions & Closing https://twitter.com/mrjasonchoi/status/1758902284980027818

56:51 Disclaimers

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

212 - Tether CEO on Their $100B Stablecoin ($USDT) Mar 04, 2024

Paolo Ardoino is the CEO of Tether, the $100 Billion stablecoin company that owns more U.S. Treasuries than most countries.

We explore why Tether is winning, how it’s helping people in emerging markets and what really backs a $USDT. We also cover the state of the stablecoin regulation and even market competitors.

Tether has been and it’s still a target of Fud in the Crypto industry. Paolo is here to refute that Fud and much more.

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

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

🦄 UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

------ TIMESTAMPS

00:00 Intro 6:52 Paolo Background 11:01 The History of Tether 15:40 USDT in Emerging Markets 25:30 Why not Bitcoin? 28:25 What’s Backing Tether? 42:25 Banking Risks 54:59 Tether Reserves Breakdown 59:39 Becoming Too Big 1:06:23 The Stablecoin Wars 1:11:18 Freezing Funds 1:13:45 USDT Competitors 1:16:59 Tokenized T-Bills 1:19:55 Tether on Tron 1:24:53 Regulation 1:26:14 The Value of Tether 1:29:10 Closing & Disclaimers

------ RESOURCES

Paolo Ardoino https://twitter.com/paoloardoino

Tether Transparency Reports https://tether.to/en/transparency/#reports

Circle’s Caroline Hill on Congress https://twitter.com/Pledditor/status/1758243599446089799

JPMorgan negative on Tether https://www.theblock.co/post/275643/jpmorgan-tether-negative-crypto

------ 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: Bitcoin ATH's In Sight | Coinbase Crashes | Blast Mainnet Live Mar 01, 2024

Bankless Weekly Rollup Last Week Of February ------ 🌐 CARTESI | MODULAR EXECUTION ON LINUX https://bit.ly/3SYkjzF ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

------ TIMESTAMPS 00:00:00 Start 00:03:26 Bull Market Hype https://twitter.com/ercwl/status/1762873948847440333?s=46 https://x.com/RyanSAdams/status/1762977062225145933?s=20 https://warpcast.com/ssj2/0x365adfd3 https://twitter.com/RyanSAdams/status/1762611219121234165?s=20

00:12:09 Markets https://twitter.com/balajis/status/1762802897518215405?t=dgPNsdAH9BvMoJNsH8tqVA&s=19 https://twitter.com/jseyff/status/1763069374867427767?s=46 https://twitter.com/matt_hougan/status/1762846266093125793?s=46&t=iahr7Lh5v08SSM_Ery-bGw https://www.bloomberg.com/news/articles/2024-02-23/ria-carson-group-greenlights-four-spot-bitcoin-etfs-for-retail-buyers https://www.coindesk.com/business/2024/02/28/morgan-stanley-evaluating-spot-bitcoin-etfs-for-its-giant-brokerage-platform-sources/ https://twitter.com/HHorsley/status/1760763968187154923

00:20:27 L2 Update https://l2beat.com/scaling/summary

00:24:39 Coinbase Down https://twitter.com/brian_armstrong/status/1762933446194901140?s=46

00:25:52 Reddit Buys BTC and ETH https://twitter.com/QwQiao/status/1760767461253628254?s=20 https://twitter.com/econoar/status/1760763758467830016

00:31:07 Kraken vs The SEC https://twitter.com/DavidLRipley/status/1760829432292405368 https://x.com/RyanSAdams/status/1761123526247916020?s=20 https://twitter.com/jchervinsky/status/1761033870139613514?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://blog.kraken.com/news/introducing-kraken-institutional?utm_source=Twitter&utm_medium=social&utm_campaign=2024_q1_institutional_launch

00:35:43 Gemini Earn Customers Bailed Out https://twitter.com/geminitrustco/status/1762954631150207226?s=46 https://twitter.com/RyanSAdams/status/1762966619112825249?s=20

00:39:22 Uniswap Fee Switch https://x.com/UniswapFND/status/1761029569983971567?s=20 https://twitter.com/eek637/status/1761029351263318151?s=46&t=LKBC7Qtm18FnZ380xCF2pA https://twitter.com/TheiaResearch/status/1761077943563104613 https://twitter.com/mrjasonchoi/status/1761048443756421259?s=46&t=LKBC7Qtm18FnZ380xCF2pA

00:49:16 Dencun Updates https://twitter.com/timbeiko/status/1762492163869614411?s=46&t=2SMKWt7-hlJuSdhYSlImeQ https://twitter.com/RyanSAdams/status/1762849105481441405?s=20

00:52:46 Blast Mainnet Launch https://x.com/Blast_L2/status/1762274684316405908?s=20

00:53:52 Coinbase Validator Report https://www.coinbase.com/cloud/discover/insights-analysis/execution-client-diversity

00:55:41 Lens Protocol is Permissionless https://x.com/LensProtocol/status/1762591256381927799?s=20

00:58:38 Uncovering Satoshi https://twitter.com/pete_rizzo_/status/1761040089075888292?s=20

01:02:06 Avalanche Goes Down https://status.avax.network/

01:02:35 Donald Trump Crypto Take 01:04:07 Liz Warren Take https://twitter.com/twobitidiot/status/1762612018312315069?s=20

01:06:52 Bankless Meetup https://x.com/banklesshq/status/1763247319951007923?s=46 https://x.com/mheinrich/status/1762990723992092796?s=20

01:08:33 Raises https://x.com/bounce_bit/status/1762874894520656120?s=20 https://twitter.com/ether_fi/status/1762841187356979302?s=46

Meme of The Week https://twitter.com/greg16676935420/status/1759688234672505103?s=20

01:14:24 Moment of Zen https://www.instagram.com/reed_harrington23?igsh=aWlla2d4N3A0bjc0

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

Ethereum and The Trillion Dollar Internet Bond | Chris Perkins Feb 29, 2024

Chris Perkins has a fascinating background as a marine who was shot at in Iraq, was at Lehman bros when it all came crashing down, was a Citigroup trying to pick up the piece of the financial crisis where he first ran across Gary Gensler, and now he’s in crypto. We talk about all that, but that’s not even the main event.

The Main Event is Ether the asset and a new reference rate he’s building on top of it. This sounds in the weeds but it’s actually actually key to unlocking trillions in new financial products. You might call this new rate the Libor for ETH.

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

🦄 UNISWAP | Swap Smarter https://bankless.cc/uniswap

------ TIMESTAMPS 00:00:00 Start 00:11:33 Intro to Chris 00:13:17 From Banks To Crypto 00:16:27 Hostility Towards Crypto 00:19:16 National Security 00:25:23 Takes on Regulation 00:31:12 TradFi Response To Crypto 00:33:58 ETH ETF 00:37:24 Libor for ETH? 00:42:43 Libor Recap 00:45:35 How Was Libor Corrupted? 00:53:21 ETH Reference Rate 01:04:13 Risk Free Rate 01:10:08 Real vs Nominal Returns 01:21:51 DeFi Applications 01:26:01 Market Size 01:33:17 Going Forward

------ RESOURCES

CESR home page: https://www.coindesk.com/indices/ether/cesr CESR methodology document: https://coinfund.io/cesr/ CESR Tearsheet: https://downloads.coindesk.com/cd3/CDI/CESR+Fact+Sheet.pdf

More Reading: https://www.coindesk.com/consensus-magazine/2023/09/26/how-staking-rates-can-drive-the-crypto-economy-forward/ https://www.coindesk.com/business/2023/09/27/five-reasons-why-the-world-needs-a-standardized-ethereum-staking-rate/ https://www.risk.net/derivatives/7957405/new-hope-for-crypto-derivatives-as-markets-urged-to-hail-cesr

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

Justin Drake & Ben Fisch: The United Rollups of Ethereum Feb 28, 2024

In today’s episode, we do a shared sequencing deep dive with repeat guest, Mr. Moonmath himself, the Blockchain Brainiac, and the Ethereum Evangelist– Justin "The Juggernaut" Drake. Justin is joined by The Sultan of Sequencing, the Espresso Emperor, the Cross-Rollup Connoisseur himself, Ben, the Blockchain Barista Fisch.

Where the fragments of Ethereum threaten to turn the digital ecosystem into a maze of confusion, these two men stand tall, illuminating the way, to come and save us from the labyrinth of Ethereum’s rollup-centric roadmap.

------ 📣SUI | Register for Sui Basecamp https://bankless.cc/SUI-podcast

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

🦄UNISWAP | SWAP SMARTER https://bankless.cc/uniswap

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

💸CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS

0:00 Intro 6:09 Goals For the Episode 8:32 Sequencing / Sharing Explained 15:13 Ethereum’s Arc 18:20 Shared Sequencing Obstacles 23:52 Network Effects & the Cold Start Problem 32:54 MEV Redistribution 45:25 Reserve Price 46:45 Loss of Sovereignty 54:34 Espresso Announcement! 1:03:52 Fast L2 Finality 1:09:52 Real-Time, Recursive Proving, & Hardware 1:13:32 Flash Loans & Snark Proving 1:15:38 Low Latency Finality 1:17:08 Censorship Solutions 1:21:50 Discussing the Downsides 1:35:38 Known Unknowns of the Future 1:39:46 Closing & Disclaimers

------ RESOURCES

Ben Fisch https://twitter.com/benafisch

------ 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. See our investment disclosures here: https://www.bankless.com/disclosures

Nic Carter: The Second Bitcoin Civil War Feb 27, 2024

Nic Carter rejoins the podcast to discuss Bitcoin’s second civil war. When did it begin? Where are the party lines drawn? How will it end? Possible solutions? David and Nic dig into all of these questions and much more.

------ 📣SUI | Register for Sui Basecamp https://bankless.cc/SUI-podcast

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS

0:00 Intro 7:30 The Bitcoin Civil War 10:32 Defining Side Lines 14:14 No Core Consensus 17:13 Filtering Out Transactions & Expressivity 22:39 Season Two 26:16 Lightning Doesn’t Work? 29:16 Ordinals & Bitcoin L2s 32:49 The Future of Bitcoin Core 35:16 Covenants Explained 37:26 Bitcoin Venture Capital 48:26 BitVM 51:64 Bitcoin Block Philosophy 1:02:10 Bitcoin Expressivity Going Too Far 1:07:36 Bitcoin Ideology 1:10:12 Closing

------ RESOURCES

44:50 Ethena Mainnet https://twitter.com/ethena_labs/status/1759546702187696437 https://twitter.com/ConorRyder/status/1759706195709849806 https://x.com/0xngmi/status/1759734299861852372?s=20 https://twitter.com/sassal0x/status/1759772880014069989

------ 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. See our investment disclosures here: https://www.bankless.com/disclosures

211 - Is DA a Good Business Model? - Neel Somani & Jon Charbonneau Feb 26, 2024

What’s Data Availability (DA) and what’s its Business Model?

In this episode we’re welcomed by Jon Charbonneau, researcher-investor at DBA and Neel Somani, CEO of Eclipse.

We unpack everything Data Availability from what it unlocks to its economics. We also get into the DA Market covering participants like Celestia and EigenDA.

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------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS

00:00 Intro 7:27 What is DA? 16:45 Is DA a Commodity? 23:40 DA Costs 30:23 What DA Unlocks 37:41 The DA Market 1:01:40 Network Effects 1:07:56 DA Economics 1:14:50 DA Value Capture 1:20:23 Celestia Monetary Premium 1:29:10 What’s Next for DA 1:34:29 Solana DA 1:36:01 Closing Thoughts

------ RESOURCES

Jon Charbonneau https://twitter.com/jon_charb

Neel Somani https://twitter.com/neelsalami

Celestia https://celestia.org/

EigenDA https://docs.eigenlayer.xyz/eigenda/overview

------ 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: $ETH 3k! | TradFi Stonks ATHs | $STRK Now Live | Yuga Acquires PROOF Feb 23, 2024

Last Week of February 2024

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:01 Markets 3:23 ETH Price https://x.com/RyanSAdams/status/1760078604178792728

6:30 Bitcoin observations by Nic Carter https://twitter.com/nic__carter/status/1758159340886774270 https://youtu.be/acWTaENmYFw?si=da7JbWp_6SrSdtGK

10:18 L2 Update https://x.com/pseudotheos/status/1760612134189199462

11:30 Movers of the Week https://x.com/OpenAI/status/1758192960116785459 https://twitter.com/WillSmith2real/status/1759703359727300880 https://coinmarketcap.com/cs/currencies/worldcoin-org/

15:22 BTC ETF FIRST https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ https://dune.com/hildobby/btc-etfs

BTC ETFs gained $8.5B on gold ETFs in organic growth since Jan 11 launch! https://twitter.com/EricBalchunas/status/1760281449373065558

19:54 Coinbase earnings beat the expectations! https://x.com/coinbase/status/1758239866234839254 https://nft.coinbase.com/mint/coinearnings

21:38 NVDA Earnings https://www.cnbc.com/2024/02/21/nvidia-nvda-earnings-report-q4-2024.html https://x.com/TrendSpider/status/1760310911213207849 https://companiesmarketcap.com/assets-by-market-cap/#google_vignette

27:10 Starknet token is now live! Was this the Largest airdrop in history? https://twitter.com/StarknetFndn/status/1759910415335600584 https://www.coingecko.com/en/coins/starknetc https://token.unlocks.app/starknet 32:23 You can now check your eligibility in Claimables! https://twitter.com/BanklessApp/status/1760059308077654142

33:33 Pudgy Penguins & Luca Netz https://x.com/pudgypenguins/status/1760040978281271715 https://twitter.com/LucaNetz/status/1760042076379451693 https://twitter.com/Walmart/status/1760088434549395492 https://www.theblock.co/post/277947/pudgy-penguins-briefly-flips-bored-ape-yacht-club-in-floor-price

40:30 Big investment - A16z Invests 100m into Eigenlayer https://x.com/eigenlayer/status/1760666731859833048?s=20 https://x.com/TrustlessState/status/1760672144697229352?s=20

43:30 KelpDAO issues synthetic Eigen Points token https://x.com/KelpDAO/status/1760020436195389561?s=20

48:00 Yuga Labs acquired Proof! https://twitter.com/yugalabs/status/1758583237964947796?s=20 https://x.com/kevinrose/status/1758586303095177229?s=20 https://twitter.com/HollanderAdam/status/175859548883878343 0?s=20

50:23 The announcement of a large $OP airdrop to builders on February 21. https://x.com/Optimism/status/1760002821120983200?s=20

51:40 THE PEOPLE VS THE SEC https://twitter.com/amandatums/status/1760346084323344480?s=46 https://twitter.com/jchervinsky/status/1760349436713050249?s=20 https://x.com/RyanSAdams/status/1760428150863913195?s=20 https://x.com/jchervinsky/status/1760480771444294046?s=20

55:28 Do Kwon is heading to the US! https://twitter.com/WatcherGuru/status/1760348316288667763 https://twitter.com/RyanSAdams/status/1760354192458232039

59:29 Stablecoin wars are heating up! https://twitter.com/Pledditor/status/1758243599446089799 https://x.com/circle/status/1760108597218889998

1:04:35 Raises and BVC Investments INIT Capital raised $3.1M seed investment! https://twitter.com/InitCapital_/status/1760273773667004620

1:05:40 Reddit “Airdrop” https://warpcast.com/rsa.eth/0xb4d6eb5c

1:09:10 MEME of the Week https://warpcast.com/banklesshq/0x8180df86

1:09:44 Closing & Disclaimers

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

The LRT Episode Feb 22, 2024

Welcome to the LRT episode, covering the entire playing field of liquid restaking projects and what makes each one unique and special.

On the show we have representatives from Ion, Ether.fi, Puffer, Kelp, Swell and Renzo making this your one stop to go from zero to expert on the restaking landscape.

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS

00:00:00 Intro 00:02:45 Ion Protocol 00:17:06 Before You Listen 00:26:45 Ether.fi 00:37:46 Puffer 00:54:02 Kelp 01:10:26 Swell 01:21:40 Renzo

------ RESOURCES

Ion: https://ionprotocol.io/ Chunda: https://twitter.com/ChundaMcCain

Ether.fi: https://twitter.com/ether_fi Mike: https://twitter.com/MikeSilagadze

Puffer: https://twitter.com/puffer_finance

Kelp: https://twitter.com/KelpDAO Amit: https://twitter.com/GAmitej

Swell: https://twitter.com/swellnetworkio Daniel: https://twitter.com/daniel_swell_

Renzo: https://twitter.com/RenzoProtocol

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

Are Bitcoin L2s Real? with David Seroy (Bitcoin Dave) Feb 21, 2024

On today’s episode we have Bitcoin wizard, David Seroy on the show! He’s an armchair researcher in the Bitcoin rollup ecosystem. He really likes Bitcoin, and he really likes projects that are building on Bitcoin.

We’ve got a lot of questions on Bitcoin today, especially those that revolve around Bitcoin L2s. Are they real? David’s got answers.

------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS

0:00 Intro 9:18 Bitcoin L2 Rollup Support? https://twitter.com/david_seroy/status/1749508724274946514 12:56 Bitcoin Renaissance? 19:07 ETH vs. Bitcoin Scalability 21:18 Why The Bitcoin Community 25:34 The Bitcoin Rollup Pitch 30:14 Explaining Bitcoin Rollups 38:39 BitVM 47:03 Are L2s on Bitcoin’s Blockchain? 56:13 Exciting Bitcoin Projects 59:32 Are There More Bitcoin Daves? 1:02:53 Closing & Disclaimers

------ RESOURCES

David Seroy (Bitcoin Dave) https://twitter.com/david_seroy

BitVM whitepaper https://bitvm.org/bitvm.pdf

------ 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. See our investment disclosures here: https://www.bankless.com/disclosures

210 - Endgame 2.0: A Guide to Vitalik’s Ethereum Roadmap with Mike & Dom Feb 19, 2024

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

------ Welcome to Part 2 of Vitalik’s Endgame, where Vitalik’s nominees and Ethereum Foundation Researchers, Mike Neuder & Domothy walk us through the updated Ethereum Roadmap.

This roadmap is composed of 6 urges:

- The Merge: Proof of Stake - The Surge: Improve throughput and DA - The Scourge: MEV - The Verge: Running validator anywhere with Verkle Trees - The Purge: Eliminate technical debt - The Splurge Fix everything else

We dive into all this and more as we wonder what’s next for Ethereum.

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------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

——

TIMESTAMPS

00:00 Intro 5:39 Dom & Mike Background 7:56 Dencun Upgrade 11:13 The Ethereum Roadmap 19:56 The Roadmap Ecosystem 23:25 Ethereum Core Values 25:32 The Merge 27:37 Single Slot Finality 31:26 Max Effective Balance 35:40 The Importance of Finality 40:56 Proof of Stake Trade-offs 50:37 The Surge 53:51 Getting to Full Danksharding 58:01 DA Sampling 59:43 DA Self-Healing 1:01:41 The DA Market 1:07:25 Rollup Coordination 1:09:32 The Scourge 1:13:38 Inclusion Lists 1:17:11 Encrypted Mempool 1:22:02 Proposer-Builder Separation 1:32:40 The Verge 1:34:58 Why Run a Node? 1:41:50 Verkle Trees 1:51:31 Snarks 1:55:07 The Purge 2:03:04 The Splurge 2:09:57 What’s Next 2:15:07 The Endgame 2:21:02 What Could Go Wrong? 2:24:43 ETH: The Asset 2:28:56 Time Horizons 2:31:38 Closing Thoughts

------

RESOURCES

Mike Neuder https://twitter.com/mikeneuder

Domothy https://twitter.com/domothy

Endgame with Vitalik Buterin https://www.youtube.com/watch?v=b1m_PTVxD

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

Blobspace 101 with Dom https://www.youtube.com/watch?v=dFjyUY3e53Q

MEV Burn with Dom & Justin Drake https://www.youtube.com/watch?v=nb7x7n8Ga3U

------ 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

The Culture of Starknet with Abdel Bakhta Feb 18, 2024

Today, we have a classic LayerZero style episode with nonother than Abdel Bakhta.

Abdel is the Head of Ecosystem at Starkware and is onboarding new species to the Least Aligned L2, Starknet.

We cover the origins of Starkware and how its culture has evolved, there’s also a ton of Starkware Project Alpha on this episode so stay tuned.

---- 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

——

TIMESTAMPS

00:00 Intro 4:01 Abdel’s Background 11:12 Starkware Beginnings 14:59 Ethereum Alignment Meme 17:53 Starkware Culture Evolution 26:19 Getting to Decentralization 35:32 The Starknet Playbook 39:50 The Stark Dads 47:21 What’s Next 52:38 The Starknet Mafia 57:09 Abdel Focus Areas 1:01:00 Closing Thoughts------

RESOURCES

Abdel Bakhta https://twitter.com/dimahledba

Starkware https://starkware.co/

Starknet https://www.starknet.io/en

------ 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

A Conversation with Michael Ippolito Feb 17, 2024

David livestreams with Blockworks's Mike Ippolito in a freestyle conversation covering all things crypto.

------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp

------ 🎧Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

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

ROLLUP: BTC $1T Market Cap | More ETH ETF Filings | $STRK Airdrop Pushback? Feb 16, 2024

3rd Week of February 2024

------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp

------ 🎧Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:45 Markets 4:10 Quiet Bull Market https://twitter.com/trustlessstate/status/1756699544195080551 7:55 ETFs sucking up 10x more BTC than miners can produce https://farside.co.uk/?p=997 11:20 All BTC spot ETF together now hold more than 1% of all BTC that will ever exist https://x.com/HODL15Capital/status/1757528626252136608 https://www.fidelity.ca/en/investments/solutions-portfolios/all-in-one/ 16:02 Anthony Pompliano shilling BTC on wall street again! https://x.com/APompliano/status/1757030179489157575 17:44 Gary G https://twitter.com/BanklessHQ/status/1757818869127737586 https://x.com/robustus/status/1757830024739135994 19:28 The last time BTC was at $50,000: https://twitter.com/MitchellHODL/status/1757093864173609023 21:40 Franklin Templeton spot ETH ETF https://twitter.com/JSeyff/status/1757142599016616334 22:40 Franklin and Templeton’s Sandy Kaul https://youtu.be/HuOH7ZBJ2P4?si=4lFtWcoaoHLrnQIW 23:10 L2 Growth https://l2beat.com/scaling/summary 23:58 LRT growth https://warpcast.com/sassal.eth/0x2cca1544 https://defillama.com/protocols/Liquid%20restaking/Ethereum 24:10 Vance FanCam https://x.com/pythianism/status/1757792341837168927 https://x.com/pythianism/status/1757417847301738676

30:18 Starknet Token $STRK https://twitter.com/Starknet/status/1757685565669925215 https://tokeninsight.com/en/coins/starknet/tokenomics https://provisions.starknet.io. 33:55 Positive: https://x.com/TimBeiko/status/1757788002863255899 https://x.com/DCbuild3r/status/1757757332853756073 https://x.com/TrustlessState/status/1757762433781752205 Bankless Nation: d0wnlore 36:00 Negative: https://x.com/LefterisJP/status/1757900583632032160 Bankless Nation: Dartanian.eth https://imgur.com/19poxsT Bankless Nation: Traunstein https://imgur.com/Z3XA9Wg 39:24 Backlash regarding tokens unlock for investors and team https://x.com/Loopifyyy/status/1757755030055112883 https://docs.starknet.io/documentation/architecture_and_concepts/Economics-of-Starknet/ 41:50 Starknet is listening: https://x.com/Dogetoshi/status/1757829203091681667 Check out our episode with Eli and Diego: Starknet Token Launch Is Here! ($STRK) https://youtu.be/-IYxwKFsTE4

47:30 ETH Since this week, anyone can deploy mainnet rollups on Conduit! https://twitter.com/conduitxyz/status/1757812032756224399 48:25 GoFundMe refused processing fundraising for Roman Storm’s legal defense! https://twitter.com/FreeAlexeyRoman/status/1757873646440186039 51:44 Donate: https://wewantjusticedao.org/donate

51:55 Regulation / TradFi / Misc 3 Observation about being a crypto native in the U.S. https://x.com/BanklessHQ/status/1757200445762830388 54:20 Here are 5 things you are asked when you file taxes in the US https://twitter.com/RyanSAdams/status/1757816696381809020 56:30 Did you know that the US can yoink funds directly from your bank account without court order? https://twitter.com/RyanSAdams/status/1757843329725690296 1:00:36 Sam Altman seeks $7T for a new AI chip project https://www.cnbc.com/2024/02/09/openai-ceo-sam-altman-reportedly-seeking-trillions-of-dollars-for-ai-chip-project.html https://x.com/sama/status/1755294743565930726 Nvidia also surpassed Amazon’s market cap ( $1.75T) this week https://www.reuters.com/technology/nvidia-market-cap-threatens-alphabet-after-overtaking-amazon-2024-02-13/ 1:01:58 Lyn Alden https://twitter.com/LynAldenContact/status/1757431098655621474 1:02:55 Lyft Woopsies https://vxtwitter. com/dee_bosa/status/1757526078166306915

1:04:14 Closing & Disclaimers

1:04:46 Moment of Zen New Coinbase Ad - How’s it feel to be a penny https://www.youtube.com/watch?v=MP7IhO5cJ14

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

The Pudgy Penguins Comeback Story with Luca Netz Feb 15, 2024

Today on the show we're joined by Luca Netz, the new owner of Pudgy Penguins. Luca walks us through his story of how he got here, from a less than ideal childhood, to a full blown NFT empire. In addition to a massive new deal with Walmart, he also lays out the case for why he thinks the bright future for Pudgy Penguins has only just begun.

------ ❎ Visit dydx.exchange to learn about dYdX Chain https://dydx.zone/3SfJTP7 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS 00:00:00 Start 00:07:36 Intro To Luca 00:11:09 Building an NFT Brand 00:17:00 Deciding to Buy Pudgy Penguins 00:19:43 Earning the Money For The Purchase 00:23:35 What Did Luca Actually Buy? 00:26:03 The Masterplan 00:30:44 Post-Buy Learnings 00:38:57 First Steps Of Action 00:43:03 Licensing 00:45:46 Royalties 00:50:19 Walmart Deal 00:59:33 What's Different About Web3 01:03:54 Managing Expectations 01:09:43 Pudgy World 01:16:01 zk Sync 01:18:19 Lightning Round 01:22:59 Wen Flip Apes?

------ RESOURCES

Luca Netz: https://twitter.com/LucaNetz

Pudgy Penguins: https://pudgypenguins.com/

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

Starknet Token Launch Is Here! ($STRK) Feb 14, 2024

The Stark token is here! After waiting for almost 6 years we're thrilled to share that one of the earliest and most promising layer 2's has just released official details on their token, STRK.

They are provisioning it to users of Starknet, to stakers in the Ethereum ecosystem, open source developers and so many more. A total of 1.3 Million wallets are eligible to receive the $STRK token, are you one of them?

Joining us today is Starkware founder and CEO Eli Ben-Sasson, and Starknet CEO Diego Oliva who are here to walk us through all you need to know about the big launch.

✅ Check Eligibility Here: https://provisions.starknet.io/

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------

TIMESTAMPS

00:00 Intro 05:28 Timing Of The Launch 07:36 Denominate Fees in Stark Tokens 12:29 Starknet Readiness 16:53 Starkware/Starknet Company Design 21:24 Distribution of $STRK 26:01 Total Supply of Token 27:12 Provisions For Stakers 32:16 Provisions Via Staking Pool 33:10 StarkEx Users 36:44 Release Dates 40:26 What's Next? 43:43 Exciting Community Narratives 48:19 Closing Thoughts

------ RESOURCES

Eli: https://twitter.com/EliBenSasson

Diego: https://twitter.com/jdiegooliva

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

Hasu & Hart on Oval & The Recapturing of Billions in DeFi Liquidations Feb 13, 2024

Today on the show, we’re talking about Oval, a new DeFi primitive that Hart Lambur from UMA is introducing to the world of DeFi’s biggest lending markets. Billions of dollars have been liquidated from protocols like Aave, Compound, and MakerDAO over the years, and these liquidations have been extremely inefficiently priced, due to reasons! Reasons that we will discuss here on the show today.

Hasu also joins us on this conversation today to discuss the way that MEV share from Flashbots is a part of this conversation, and he helps illuminate what this means for DeFi going forward as a whole.

------ ⛓️ Visit dydx.exchange to learn about dYdX Chain https://dydx.zone/3SfJTP7

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS 0:00 Intro 7:15 MEV & Oracle Foundations 11:19 Why Solving MEV is Important 21:16 High-Level Patterns 28:19 The Oval Mechanism 42:23 MEV Share Parameters 48:36 Decentralization of the MEV Share 54:30 Auction Length 56:08 Oval B/D Adoption 58:05 Uniswap v4 1:02:31 Oval Cut Upside 1:05:45 Future Questions to be Answered 1:08:42 Closing & Disclaimers

------ RESOURCES

What is SUAVE? FlashBots Phil Daian and Andrew Miller explain https://youtu.be/j3ZM2ZdUWXU

Oval https://uma.xyz/ https://twitter.com/UMAprotocol

Hart https://twitter.com/hal2001

Hasu https://twitter.com/hasufl

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

209 - Why e/acc Is Right with Beff Jezos (Guillaume Verdon) Feb 12, 2024

✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-e-acc-beff-jezos

One guest, two identities. Beff Jezos (Guillaume Verdon) is a founding father of the e/acc movement, a physicist, a quantum researcher, and the founder of an AI startup called Extropic. Beff thinks AI doomers are not only wrong, but they’re taking humanity in the worst possible direction. Growth. Acceleration. Progress. These are the core pillars of the e/acc movement. Instead of slowing down on AI progress, Beff explains why we should be speeding up.

------ 🎧Listen On Your Favorite Podcast Player https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS

0:00 Intro 7:15 Why Pseudonym 15:01 The e/acc Pil 31:54 Fume 36:25 Beff’s Beliefs 39:39 Defining e/acc 40:52 The Dangers of AI? 52:05 Why We’re Here & The e/acc Religion? 58:19 Thermodynamics & Life 1:06:16 Maximizing Human Happiness? 1:16:25 Forgetting Society’s Bottom Half 1:23:00 Cancer Also Grows? 1:29:01 AI Regulation 1:33:09 Social Media’s Mistake 1:36:30 AI Bill of Rights 1:38:26 Domesticating AI 1:41:00 Biggest Threats Against e/acc 1:43:43 AI Humans vs. Humans 1:46:09 e/acc vs. Decels…Violence? 1:49:09 Beff’s Thoughts on Crypto 1:54:36 Beff’s Company - Extropic 1:58:18 Closing & Disclaimers

------ RESOURCES

Beff Jezos https://twitter.com/BasedBeffJezos

Guillaume Verdon https://twitter.com/GillVerd

Extropic https://twitter.com/Extropic_AI

AI Safety Podcasts - The Decels Eliezer Yudkowsky https://youtu.be/gA1sNLL6yg4 Connor Leahy https://youtu.be/pMoVsM1EWR0 Paul Christiano https://youtu.be/GyFkWb903aU Nate Sores https://youtu.be/Ymjb3SkElco

------ 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.

See our investment disclosures here: https://www.bankless.com/disclosures

ROLLUP: Solana Outage | Restaking Wars | Dencun Mainnet Date Feb 09, 2024

Bankless Weekly Rollup 2nd Week of February, 2024

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ ❎ DYDX | Learn more about dYdX Chain https://dydx.zone/3SfJTP7

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS

0:00 Intro

2:30 MARKETS 5:30 Layer 2s https://l2beat.com/scaling/summary 8:30 Genesis Selling Billions https://twitter.com/Matt_Hougan/status/1754516523304239326 10:20 Bitcoin Spot ETF https://defillama.com/crypto-etf https://twitter.com/JSeyff/status/1755336511791169574 13:00 Farcaster https://x.com/dwr/status/1754898218956329273?s=20 https://warpcast.com/jayg/0x6675c6e2

19:45 Solana Outage https://twitter.com/SolanaStatus/status/1754831404972552310?s=20 https://twitter.com/matthew_sigel/status/1754874183807307828 https://twitter.com/matthew_sigel/status/1754874192078549406 https://status.solana.com/uptime?page=5 https://twitter.com/dmihal/status/1754837377787609256?s=20

26:50 Eigenlayer Deposits https://twitter.com/eigenlayer/status/1754596238761332939 https://defillama.com/protocol/eigenlayer https://twitter.com/0xVEER/status/1755069748981674113?s=20

31:30 Restaking Wars https://twitter.com/0xmurathan/status/1753888543951262181?s=46 https://x.com/pythianism/status/1755321346077397124?s=20 https://www.youtube.com/watch?v=7N_pfNWGCmw https://warpcast.com/hildobby/0xb843396f https://twitter.com/hildobby_/status/1755297005188915414?s=20

34:25 Finance Delisting Monero https://www.binance.com/en/support/announcement/binance-will-delist-ant-multi-vai-xmr-on-2024-02-20-f73b083ba6834771b07dbe5319917ae5 https://x.com/TrustlessState/status/1754988413579616559?s=20

40:30 Dencun Mainnet Date https://x.com/parithosh_j/status/1755198250456408297?s=20 https://twitter.com/terencechain/status/1755598083558437295 https://x.com/dapplion/status/1752766529559789938?s=20 42:00 Nounsdao Animation https://warpcast.com/trent/0x6055926f 42:55 Taproot Wizards https://twitter.com/QuantumCatsXYZ/status/1754644923461038499?s=20 https://www.quantumcats.xyz/ 45:00 Synthetix Chain https://mirror.xyz/kain.eth/kuLEnkUhJBPdJCs9gSIQ2_umGprJq3ZZCExmtc69zn8 48:30 Fraxtal Launch https://x.com/fraxfinance/status/1755386501926433087?s=20 https://x.com/fraxfinance/status/1755386523875181023?s=20 https://twitter.com/jon_charb/status/1751319646601371902?s=20 51:22 ENS GoDaddy https://twitter.com/GoDaddy/status/1754558153008538108 https://x.com/ensdomains/status/1754508567321981219?s=20 53:30 Spot ETF Staking https://x.com/EricBalchunas/status/1755268354355368379?s=20 https://x.com/SGJohnsson/status/1755273120317854066?s=20 55:35 Prometheum ETH Security https://fortune.com/crypto/2024/02/07/sec-prometheum-ethereum-broker-dealer-gary-gensler-coinbase/?taid=65c39d0ef9bf2c00019d4d42 https://twitter.com/MikeSeligEsq/status/1755296298918367445 https://tenor.com/view/mine-animal-pet-dog-cat-gif-5612364 58:40 Omega https://twitter.com/omega_infra/status/1754913327321358353?s=46 1:00:00 MEME of the Week https://twitter.com/boldleonidas/status/1754076355036397910?s=46

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

Restaking Summer & What it Means For Ethereum Feb 08, 2024

In this episode of Bankless Takes, Ryan and David discuss the incredibly valuable investing wisdom from Chris Burniske, restaking summer…what’s the impact to ETH, and Vitalik’s end of my childhood post.

------ 🏹 dYdX | STAKING https://bankless.cc/dYdX-staking-podcast

------ 🎧Listen On Your Favorite Podcast Player https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS & RESOURCES

0:00 Intro 1:19 Wisdom 5:20 Burniske Investing Wisdom https://x.com/cburniske/status/1754315356770902293

18:20 Restaking 22:50 Restaking Impact on ETH? https://cryptoquant.com/asset/eth/chart/eth2/total-value-staked https://ultrasound.money https://app.eigenlayer.xyz/ https://dune.com/hashed_official/lrt

41:30 End of My Childhood (Vitalik) https://vitalik.eth.limo/general/2024/01/31/end.html

51:17 Closing & Disclaimers

------ See our investment disclosures here: https://www.bankless.com/disclosures

Farcaster's Big Moment with Founder Dan Romero Feb 07, 2024

Farcaster is a twitter-like crypto social media app that just launched what could prove to be a killer new feature. They’re called frames.

We’re calling it now and we’re calling it early - we think Farcaster frames could be a breakout use-case for crypto this year and a way to onboard the masses in the months to come and we're here with founder, Dan Romero, to explain why. ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS

00:00:00 Start 00:07:48 Intro To Dan and Farcaster 00:12:00 What's Different About Farcaster 00:17:12 Investing in Farcaster vs X 00:22:19 Introduction To Frames 00:29:40 Frames Escape Velocity 00:38:22 Building a New Internet 00:47:52 Frames Distribution 00:54:52 Sufficiently Decentralized 01:05:11 Censorship 01:10:07 Farcaster Costs 01:15:29 Farcaster Economics 01:21:54 Rapid Fire Q&A

------ RESOURCES

Farcaster: https://www.farcaster.xyz

Dan Farcaster: https://warpcast.com/dwr.eth

Dan X Profile: https://twitter.com/dwr

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

$1.5T Franklin Templeton's Massive Bet on Crypto with SVP Sandy Kaul Feb 06, 2024

✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-franklin-templeton

Franklin Templeton Has Entered the Chat. More broadly TradFi has entered the chat. Franklin Templeton is a TradFi company with $1.5 trillion in assets. We brought on their SVP Sandy Kaul, who is a turbo crypto bull.

What’s Franklin Templeton? It’s an investment management company (think mutual funds, ETFs) that manages over $1.5 Trillion in assets. This is what we in crypto affectionately refer to as TradFi and they recently came out with a BTC ETF and have big plans for future tokenization. They also seem to be incredibly bullish on crypto and this new intersection between crypto and TradFi. This is exactly what we wanted to explore with Sandy today.

------ 🏹 dYdX | STAKING https://bankless.cc/dYdX-staking-podcast

------ Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

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

------ TIMESTAMPS

0:00 Intro 7:18 Explaining Crypto to TradFi 13:45 Why TradFi Waited 21:58 Explaining Tokens & Franklin Templeton’s Future Use 31:55 The Chameleon Asset 39:30 What’s Preventing Franklin Templeton? 46:27 Advice For Founders 48:37 Regulation Vibe Check 54:30 Countering Crypto Critiques 1:00:00 BTC & ETH ETF 1:12:16 Under or Over-Rated 1:15:00 Sandy’s Crypto Story 1:17:30 Franklin Templeton’s Twitter 1:19:20 Closing & Disclosures

------ RESOURCES

Franklin Templeton’s Twitter https://twitter.com/FTI_US

Sandy Kaul https://www.linkedin.com/in/sandy-kaul-8571877/

------ 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

208 - Fixing Fragmentation with Justin Drake Feb 05, 2024

✨ DEBRIEF | Ryan and David unpacking the episode: https://bankless.com/debrief-fragmentation

------ The Ethereum Ecosystem is going through Fragmentation, can we make it more Composable?

We brought on Ethereum researcher Justin Drake to explore this question in detail.

We cover deep topics like Universal Synchronous Composability, Shared Sequencing and Based Rollups. Justin explores the solution for which might be Ethereum’s Hardest Challenge and its roadmap.

------ Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS

00:00 Intro 6:55 Ethereum’s Fragmentation Problem 10:00 The Solution 17:14 Composability Spectrum 23:57 Universal Synchronous Composability 30:32 Composability Features 36:25 Why Composability Matters 43:07 The Roadmap 46:52 What is Shared Sequencing? 1:03:38 A Shared Sequencing Paradigm 1:19:55 Shared Sequencing Solutions 1:30:25 Rollup Design 1:40:15 Based Rollup Roadmap 1:47:02 What’s Next 1:50:51 Timeline 1:53:10 Accessory Technologies 1:58:18 The Role of Blockspace 2:05:28 Outro

------ RESOURCES

16:30 Jupiter Airdrop https://x.com/weremeow/status/1752355081499132228?s=20 https://www.coingecko.com/en/coins/jupiter https://www.reddit.com/r/solana/comments/18r31pb/meow_here_i_am_the_founder_of_jupiter_ama/ https://twitter.com/weremeow/status/1735544950417436806

Justin Drake Episodes https://www.youtube.com/watch?v=X-4Jn8p2Oeo https://www.youtube.com/watch?v=azjpYTB7PVE https://www.youtube.com/watch?v=ycK3AUTdl1w

------ 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

Eigenlayer Q&A with Founder Sreeram Kannan Feb 03, 2024

What are the biggest questions that people have about Eigenlayer?

David sourced these questions from Crypto-Twitter, and will be asking Sreeram LIVE!

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS 00:00:00 Start 00:00:29 Intro 00:03:27 Sriram and Nima 00:04:41 Why Should We Care? 00:06:09 Unique Use Cases 00:14:25 AVS Rewards Payouts 00:19:07 AVS Incentives 00:24:32 AVS Awareness 00:29:24 Slashing a Delegated Validator 00:31:26 Calculating Risk 00:33:18 Ecosystem Take Rate 00:36:10 Unstaking 00:38:02 Solo Staking Premium 00:42:19 Addressing Risks 00:54:40 Healthy Slashing 01:03:36 Native Token 01:08:19 When Token?

------ RESOURCES

Eigenlayer: https://www.eigenlayer.xyz/

Sreeram: https://twitter.com/sreeramkannan?lang=en

Nima: https://twitter.com/nima_vaziri

Risks: https://docs.eigenlayer.xyz/risk/risk-faq ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

The $JUP Airdrop with Jupiter founder Meow Feb 02, 2024

$JUP has landed, at a shattering $7b valuation.

How did it get to $7B? Where did it come from? What does the future have in store for Jupiter?

How will the decentralization of Jupiter begin?

All these questions, and more, with the founder of Jupiter.

------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS 00:00:00 Episode Overview 00:04:29 Intro To Meow 00:10:10 Liquidity On Jupiter 00:15:10 Leveraging Solana 00:19:29 Inspiration For Jupiter 00:25:31 Eligible Airdrop Addresses 00:32:16 What Are People Trading? 00:39:29 Jupiter Launchpad 00:44:11 $JUP Token Launch 00:51:40 Bigger Than Uniswap? 00:56:45 50:30 Launchpad Dynamics 01:06:20 Solana Uptime 01:09:28 Future Roadmap 01:14:38 Hiring 01:17:26 Meow Origin Story

------ RESOURCES Meow on X: https://twitter.com/weremeow

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

ROLLUP: 4 Year Cycles | $JUP Airdrop | ETH ETF Rumors Feb 02, 2024

Bankless Weekly Rollup 1st Week of February, 2024

------ 🏹 dYdX | STAKING https://bankless.cc/dYdX-staking-podcast

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 💸 CRYPTO TAX CALCULATOR | USE CODE BANK30 https://bankless.cc/CTC

------ TIMESTAMPS

0:00 Intro 1:30 dYdX https://blockworks.co/news/dydx-chain-liquid-staking 3:00 stTIA https://x.com/stride_zone/status/1753057572708315569

3:50 MARKETS 5:30 Interest Rates https://www.reuters.com/markets/us/feds-faith-immaculate-disinflation-narrative-put-test-2024-01-31/

7:20 4 Year Cycles https://x.com/MikeIppolito_/status/1751260864949186776 https://x.com/mrink0/status/1751262550249861500 https://www.ft.com/content/4d3790e0-cf12-47f9-a129-b44f4ed70e67

20:30 Farcaster Frames https://metaversal.banklesshq.com/p/farcaster-frames https://twitter.com/dwr/status/1752183814737322379?s=20 https://blog.spindl.xyz/p/why-farcaster-frames-are-important https://twitter.com/dwr/status/1751636894989897990 https://x.com/dwr/status/1752333651734675918?s=20 https://x.com/dwr/status/1752709131977490702?s=20 https://twitter.com/dwr/status/1751675485984055440?s=46

28:15 New Onchain Users https://drive.google.com/file/d/1auz3m9oiDeYnFxFN-tLveyQFanC_BJLo/view https://flipsidecrypto.xyz/flipcomm/crypto-users-crypto-users-yv2zCa

33:30 FTX Repaying Funds https://www.coindesk.com/policy/2024/01/31/ftx-expects-to-fully-repay-customers-but-wont-restart-defunct-crypto-exchange/ 37:15 Blobs Testnet https://twitter.com/parithosh_j/status/1752468658868126030 38:05 Protocol Guild Pledge https://twitter.com/TimBeiko/status/1752458526407139680 https://x.com/ether_fi/status/1752376059394408458?s=20 https://x.com/ether_fi/status/1752754098984878536?s=20 41:20 Friend.tech Points https://twitter.com/friendtech/status/1751038251056738459?s=20 42:45 Puffer Finance Points https://x.com/puffer_finance/status/1751954283052810298?s=20 43:50 ETH Spot ETF https://twitter.com/RyanSAdams/status/1752075849044549966?s=20 https://www.theblock.co/post/275174/sec-ethereum-etf-approval-may-standard-chartered-bank 47:20 Ripple Chairman Hacked https://twitter.com/chrislarsensf/status/1752702297971532258?s=20 https://cdn.arstechnica.net/wp-content/uploads/2024/01/USA-v-Powell-Order-on-Motion-for-Miscellaneous-Relief-1-25-2024.pdf https://docs.fcc.gov/public/attachments/DOC-398483A1.pdf 49:50 Bankless 2024 Badge https://x.com/BanklessHQ/status/1752715915706175541?s=20

50:30 Meme of the Week https://twitter.com/sherlock_hodles/status/1752731162676441378?s=20

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

What's The Point Of Points? The Next Phase of Airdrops Jan 31, 2024

What's the point of points?? Why are all the projects developing a points program? How did we find ourselves here? Will they actually turn into tokens? What will the regulators say about it?

All of these questions and more are answered on todays episode of Bankless Takes, hopefully you'll get the point. ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024 ------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ TIMESTAMPS 00:00 Intro 02:38 What Are Points? 06:16 Airline Points 09:53 Friendtech Points 14:50 Blur Points 16:14 Benefits of points 22:04 Lawyers and Regulation 28:13 Will The points Hold Value? 36:23 The Path Forward

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

207 - Read. Write. Own. | Chris Dixon Jan 29, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/read-write-own-debrief

------ Chris Dixon of a16z returns to the podcast today to discuss the new book he authored to explain his mental model for understand crypto:

Read. Write. Own.

Chris is one of the most articulate people we know at explaining crypto - particularly from the lens of crypto as an evolution of the internet.

------ Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------

Resources:

Chris Dixon https://x.com/cdixon?s=20

Read Write Own https://www.amazon.com/Read-Write-Own-Building-Internet/dp/0593731387

Mental Models for Web3 https://youtu.be/jezH_7qEk50?si=4pk8NRWF69HMRFuR

a16z Episode https://youtu.be/RXHITeaGB8Q?si=NoiqjNiHzmZxFIae

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

ROLLUP: Bitcoin Top? Ethereum's Existential Risk | Restaking Summer Updates | Tornado Cash Trial Jan 26, 2024

Bankless Weekly Rollup

Final Week of January, 2024

----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ 🎧 Listen On Your Favorite Podcast Player: https://bankless.cc/Podcast

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

03:45 Markets https://x.com/lookonchain/status/1749801176621846958?s=20 https://twitter.com/deitaone/status/1749453448913805514? https://twitter.com/matt_hougan/status/1749834562547614000?s=46 https://x.com/pythianism/status/1750546708000608684?s=20 https://x.com/CoinDesk/status/1748717790737953239?s=20

11:06 Silk Road Selling

11:55 L2 Update https://l2beat.com/scaling/summary

14:32 Stock ATHs https://www.tradingview.com/chart/6pvEnBKK/?symbol=BLACKBULL%3ASPX500

21:24 Restaking Summer https://x.com/eigenlayer/status/1750208139365114087?s=20 https://app.eigenlayer.xyz/

26:33 How To Restake https://x.com/litocoen/status/1750019968639639918?s=20 https://dune.com/swell-network/swell-network https://x.com/pendle_fi/status/1745067042867433718?s=20

30:51 Why is Restaking Important?

32:54 Altlayer Airdrop https://x.com/alt_layer/status/1750397156039499969?s=20

33:47 ETH Client Bug https://x.com/NethermindEth/status/1749508268676764118?s=20 https://twitter.com/0xcygaar/status/1749486074483654859 https://twitter.com/Labrys_io/status/1749746305738703217 https://x.com/brian_armstrong/status/1749552489509392696?s=20 https://twitter.com/matthewbarby/status/1749826741302866165 https://twitter.com/LidoFinance/status/1749860092885819577?s=20 https://app.hex.tech/8dedcd99-17f4-49d8-944e-4857a355b90a/app/3f7d6967-3ef6-4e69-8f7b-d02d903f045b/latest?tab=client-diversity https://clientdiversity.org/#distribution

40:25 Tornado Cash Trials https://twitter.com/rstormsf/status/1749490246000238942?s=20 https://x.com/ameensol/status/1749493173444075535?s=20 https://wewantjusticedao.org/donate

45:16 ETH ETF Delayed https://x.com/WatcherGuru/status/1750246931656237518?s=20

46:54 L2 Updates https://x.com/arbitrum/status/1748073865132052689?s=20 https://x.com/0xPolygonLabs/status/1750245942261891364?s=20

50:41 AEVO is Migrating https://twitter.com/aevoxyz/status/1750013642278633510

Meme of the Week: https://twitter.com/JimmyRagosa/status/1749456437250535575?s=20

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

Tensor - Solana's NFT Marketplace | Ilja & Richard Wu Jan 24, 2024

In today’s episode, David is joined by Co-Founder and CEO of Tensor, Ilja Moisejevs and CTO of Tensor, Richard Wu.

The three cover: How the different properties and foundation of Solana impact the product decisions that Richard and Ilja have made at Tensor? What are the first things that someone would notice that's different about Tensor, versus the NFT marketplaces on Ethereum? How did the $JITO airdrop impact the Tensor ecosystem? What about the Tensorians, the native PFP NFT of Tensor…who rocks a tensorian, and why?

And of course, we had to ask Richard and Ilja whether or not Tensor will be joining in on the Solana airdrop fun…you won’t believe the answer.

----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️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 3:55 Tensor Co-Founder Intros 7:15 Idea For Tensor 9:30 Learning Solana 12:32 How Solana Guided Tensor 16:49 Tensor NFT Marketplace 21:06 North Star of Tensor 29:00 Network Effects 33:40 Next Tensor Features 35:05 $JITO Airdrop 38:15 Tensorians 46:20 Solana 2024 49:38 Tensor Airdrop? 50:12 Resources, Closing & Disclaimers

------ RESOURCES

Ilja Moisejevs https://twitter.com/_ilmoi

Richard Wu https://twitter.com/0xrwu

Tensor https://twitter.com/tensor_hq

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

206 - Decentralized Science | Brian Armstrong & Patrick Joyce Jan 22, 2024

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

------ Science is a consensus technology. So is crypto. How can we use crypto to fix science?

We have Brian Armstrong on today to talk about this. Yes, the Brian Amstrong from Coinbase. He’s joined by his co-founder for Research Hub and scientist Patrick Joyce.

In this episode, we explore the history of science, the pitfalls of TradFi, and how we can use crypto technology to build better incentive mechanisms for a more enlightened future.

---- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

——

Timestamps

0:00 Intro 4:00 We’re Talking About Science 12:00 Consensus Technology 23:00 The Mission of Science 28:00 Metascience 33:00 The Problem with Science Today 43:00 Bad Incentive Structures 47:30 How Crypto Can Help 50:00 Research Hub 48:30 Peer to Peer Science 1:04:00 DeSci vs TradSci 1:11:000 The SciFi Future 1:16:00 Life at Research Hub

------

RESOURCES

Get Involved https://www.researchhub.com/post/979/researchhub-raises-5m-to-help-scientists-monetize-their-research

Zuzalu DeSci Episode https://www.youtube.com/watch?v=pjmWpZK95dM

Research Hub on Twitter https://twitter.com/ResearchHub

ROLLUP: Bitcoin ETF Updates | Larry Fink Crypto Pilled | Ethereum Roadmap | Airdrops Incoming Jan 19, 2024

Bankless Weekly Rollup

3rd Week of January, 2024

-----

🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

------

TIMESTAMPS:

00:00 Start

03:40 Markets https://twitter.com/growthepie_eth/status/1746883438689341938

07:07 Celsius Cancer Over? https://x.com/0xBoboShanti/status/1747697507361071198?s=20 https://x.com/0xBoboShanti/status/1747697530362560741?s=20

10:34 2023 Developer Report https://www.developerreport.com/developer-report

14:21 First week of the BTC ETF! How’d it do?? https://x.com/EricBalchunas/status/1747591085189128329?s=20 https://x.com/EricBalchunas/status/1747958701162397745?s=20 https://x.com/EricBalchunas/status/1747981648686108887?s=20 https://x.com/EricBalchunas/status/1747635270722183608?s=20 https://twitter.com/EricBalchunas/status/1747385703971860617 https://twitter.com/jseyff/status/1746611833098616880?s=46

21:09 Franklin Templeton To The Moon https://twitter.com/FTI_US/status/1747703202664112232

23:03 Vanguards Refusal https://www.theblock.co/post/272049/vanguard-wont-offer-spot-bitcoin-etfs-says-high-volatility-is-bad-for-generating-long-term-returns https://twitter.com/ChainLinkGod/status/1745522402430259354 https://twitter.com/RyanSAdams/status/1745830835750654108?s=20

25:59 Jaime Dimon's Take https://youtu.be/eneB3s9bCdI?si=QkCYvCBgVTfOhSPL&t=144 https://www.cnbc.com/2024/01/17/jamie-dimon-says-hes-done-talking-about-bitcoin-i-dont-care.html

28:11 Larry Fink Takes https://x.com/Cryptik1E/status/1745776244745289934?s=20 https://twitter.com/AP_Abacus/status/1745806545890234869 https://twitter.com/econoar/status/1746209199758180753?s=20

35:41 Davids Take https://x.com/TrustlessState/status/1747024019021300092?s=20

40:13 Blobs Live On Goerli https://x.com/parithosh_j/status/1747564353467936817?s=20

42:27 Whats Next After Dencun? https://x.com/JimmyRagosa/status/1747628330604523568?s=20 https://www.reddit.com/r/ethereum/comments/191kke6/comment/kh7ekx3/?utm_source=share&utm_medium=web2x&context=3

46:30 Socket Exploit $3.3M Stolen https://x.com/SocketDotTech/status/1747349422730813525?s=20 https://x.com/RevokeCash/status/1747352408022245790?s=20

49:25 SEC Grilled During Coinbase Hearing https://www.theblock.co/post/273221/judge-grills-the-sec-with-pointed-questions-as-coinbase-hearing-begins https://x.com/BanklessHQ/status/1747728558896676926?s=20 https://twitter.com/jchervinsky/status/1747702461656174984?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

53:10 Trumps Take on CBDCs https://twitter.com/watcherguru/status/1747845161638302087?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

54:02 Solana's New Saga Phone! https://twitter.com/solanamobile/status/1747302707273089133?s=20

55:15 Meme Of The Week https://twitter.com/FTI_US/status/1747713266107724191?s=20

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

Why We're Bullish L2s Jan 17, 2024

Are L2 tokens worthless governance coins? Will they accrue value? Are L2 tokens bullish? Ryan and David dive into the details in this week’s episode of Bankless Takes.

----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️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 3:03 L2s Numbers https://www.growthepie.xyz/fundamentals/daily-active-addresses https://l2beat.com/scaling/summary https://defillama.com/chains 16:55 Tokens Worthless? https://x.com/RyanSAdams/status/1745919415604883725 32:30 P/E Ratios 36:05 Token Valuations 38:40 Alt-L1 Bull Case 44:40 Summarizing 47:00 Closing & Disclaimers

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

205 - The State Of Ethereum L2s Jan 15, 2024

We're thrilled to be joined today by Paradigm CTO, Georgios Konstantopoulos and founder of Conduit, Andrew Huang who are on the show today to deliver a masterclass on the state of Ethereum Layer 2s, how they're going, and where they're headed.

There's nobody better to take us through this technical and very educational episode on the state of L2s.

-----

🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

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

------

TIMESTAMPS

00:00:00 Intro 00:05:59 L2 Vibes, How Are We Doing? 00:08:43 L2 Obstacles 00:11:47 Building Conduit 00:14:19 Strengths of L2 00:17:30 Few Rollups or Many Rollups? 00:21:29 Market Demands 00:24:47 The Evolution Of Superchains 00:30:47 Shared Sequencing 00:34:02 Universal Composability 00:35:57 Evolution and Benefits 00:38:35 Unionized vs Independant L2s 00:45:42 Benefits Of Staying in The Ecosystem 00:50:05 The Modular Conversation 00:52:02 Cheaper DA 00:56:13 RAAS Business Model 01:01:26 Scaling Out The Business Model 01:04:23 L2 Security 01:11:27 Modification 01:16:15 Dealing with Growth 01:17:56 What Comes Next 01:20:01 RETH

------ RESOURCES

Andrew Huang https://twitter.com/KAndrewHuang

Georgios Konstantopoulos https://twitter.com/gakonst

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

ROLLUP: Bitcoin ETF Approved | ETH Moves | EigenLayer Cosmos Jan 12, 2024

Bankless Weekly Rollup 2nd Week of 2024

----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️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 2:00 Markets https://twitter.com/DefiIgnas/status/1745192464246292556

20:00 Bitcoin ETF https://twitter.com/cryptorn__/status/1745188694653276474 https://x.com/RyanSAdams/status/1745210723490267520?s=20 25:00 SEC Hacked https://x.com/BTC_Archive/status/1744843666307400170?s=20 https://twitter.com/safety/status/1744924042681897343 https://x.com/SenLummis/status/1744860826392047845?s=20 https://twitter.com/SecurityGuyPhil/status/1744923073315582052 28:00 The Vote https://twitter.com/jacqmelinek/status/1745214804468301953?s=20 https://www.sec.gov/news/statement/crenshaw-statement-spot-bitcoin-011023 https://www.sec.gov/news/statement/gensler-statement-spot-bitcoin-011023 https://www.sec.gov/news/statement/peirce-statement-spot-bitcoin-011023 37:00 Fee Wars https://x.com/JSeyff/status/1745067027381780709?s=20 https://www.cfbenchmarks.com/ https://twitter.com/jacqmelinek/status/1744775831719641089?s=20 38:00 ETH Spot ETF 42:00 Financial Advisors https://twitter.com/NateGeraci/status/1742968462715031674

45:00 Circle IPO https://x.com/News_Of_Alpha/status/1745430416729727428?s=20 46:45 EigenLayer Cosmos https://twitter.com/eigenlayer/status/1744763767580442749 https://twitter.com/DefiIgnas/status/1744796757119340869?s=20 50:30 Modular Lyra https://twitter.com/lyrafinance/status/1743353520831807836 https://twitter.com/0xmjs/status/1743469305482957034?s=20 56:00 Layer 2 Fragmentation https://old.reddit.com/r/ethereum/comments/191kke6/ama_we_are_ef_research_pt_11_10_january_2024/kh78s3m/ 1:02:00 X Phases out NFTs https://techcrunch.com/2024/01/10/x-removes-support-for-nft-profile-pictures/? https://x.com/jespow/status/1745136343796113429?s=20 https://x.com/LensProtocol/status/1745102490771612136?s=20

1:05:30 The Daily Gwei https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA

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

BTC ETF Approval with Eric Balchunas Jan 11, 2024

The Bitcoin ETF was just approved. What happens next? How does this change everything? Which ETF can crypto expect next? When? Answers to these questions and so much more!

----- 🏹 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️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 4:00 ETF Day 6:05 SEC Twitter Hack? 8:40 Commissioner Statements & Votes 12:30 BTC ETF Volume 19:50 Size of BTC ETF 22:00 Flip Gold? 22:25 Spot ETH ETF? 24:20 Closing & Disclaimers

------ RESOURCES

Eric Balchunas https://twitter.com/EricBalchunas

BTC ETF Approved https://x.com/BanklessHQ/status/1744830610370421029

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

204 - What is Bitcoin? with Robert Breedlove Jan 08, 2024

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

----- Robert Breedlove is a freedom maximalist and Bitcoin philosopher. Robert is known amongst Bitcoiners to produce content that draws from ancient wisdom, and brings it forward into the modern times, with Bitcoin as the context.

In order to tell the story of the bull case for bitcoin we have to tell the story of money.

----- 🏹 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️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 7:02 What is Money? 30:44 The Brokeness of Money 56:44 Bitcoin End State 1:07:17 Bitcoin’s Importance 1:16:49 Explaining Bitcoin to Noobs 1:25:00 Bull Case For Bitcoin 1:39:12 The Gold Path 1:47:35 Propagating Freedom 1:52:45 Closing & Disclaimers

------ RESOURCES

Robert Breedlove https://twitter.com/Breedlove22

Robert’s Podcast https://www.youtube.com/@RobertBreedlove22/videos

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

ROLLUP: Bitcoin ETF Rumors | IRS Tax Rules | Ethereum Dencun Jan 05, 2024

Bankless Weekly Rollup First Week of 2024

----- 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024

------ BANKLESS SPONSOR TOOLS:

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

⚖️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 8:00 MARKETS https://www.coingecko.com/en/coins/bitcoin/ars 10:25 Bitcoin https://cointelegraph.com/news/bitcoin-birthday-15-years-satoshi-nakamoto-genesis-block-mine https://twitter.com/lopp/status/1738547873967435907?s=46 13:00 ETH 15:10 MatrixPort Liquidations https://twitter.com/WatcherGuru/status/1742541738940510645 https://www.theblock.co/post/270125/sec-will-reject-all-bitcoin-spot-etfs-in-january-says-matrixport-analyst https://x.com/TrustlessState/status/1742597650791162271?s=20 19:20 SEI , ARB , OP https://www.coingecko.com/en/coins/sei https://defillama.com/chains 21:50 Narrative Investing https://dune.com/cryptokoryo/narratives

27:00 Bitcoin ETFs https://twitter.com/JSeyff/status/1742216237017342041 https://twitter.com/EricBalchunas/status/1742580887022125209?s=20 https://twitter.com/EricBalchunas/status/1742543503375106139?s=20 https://x.com/MetaLawMan/status/1742532353535180988?s=20

31:00 Insane IRS Crypto Rules https://twitter.com/jerrybrito/status/1742246479593382207 https://x.com/RyanSAdams/status/1742257989195636978?s=20 https://x.com/NeerajKA/status/1742362328937746793?s=20 https://twitter.com/CryptoTaxGuyETH/status/1742366293649465782?s=20 https://x.com/jerrybrito/status/1742662203784744971?s=20

39:00 Ethereum Duncan https://x.com/christine_dkim/status/1737889041981575320?s=20 https://www.eip4844.com/ 42:30 Devcon 7 https://devcon.org/en/ 43:00 Avalanche Culture https://x.com/avax/status/1740538202346381605?s=20 45:00 Michael Saylor https://warpcast.com/rsa/0xd1b6a261 https://x.com/BitDeez/status/1742313181697945878?s=20 https://x.com/ecoinometrics/status/1740034802508796186?s=20 46:50 LUNA is a Security https://www.coindesk.com/policy/2023/12/28/terraform-labs-luna-and-mir-tokens-are-securities-judge-rules/ https://twitter.com/metalawman/status/1740785789234028840 49:50 No More SBF Trials https://www.reuters.com/legal/sam-bankman-fried-will-not-face-second-trial-us-prosecutors-say-2023-12-29/ https://www.theblock.co/post/268450/ftx-bankruptcy-could-go-on-for-years-legal-expert-says 51:35 Barry Dilbert Steps Down https://www.coindesk.com/business/2023/12/26/barry-silbert-resigns-as-grayscale-chairman-to-be-replaced-by-mark-shifke/ https://www.sec.gov/ix?doc=/Archives/edgar/data/0001588489/000095017023072820/gbtc-20231226.htm 52:40 Dymension Airdrop https://x.com/dymension/status/1742185621299265738?s=20 https://x.com/dymension/status/1742185624696680823?s=20 55:00 Manta https://twitter.com/MantaNetwork/status/1678807287761195008?s=20 https://twitter.com/MantaNetwork/status/1735268753984864349

57:00 MEME of the Week https://x.com/BanklessHQ/status/1742662299087929472?s=20

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

2024 Crypto Investment Themes Jan 04, 2024

Welcome to Bankless Takes! This week, the first week of 2024… we have 6 Predictions for the major investment themes ahead for this year.

What are going to be the trends that define 2024? What do you need to know to stay ahead of the game? At least, for what we can see today.

----- 🏹 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

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

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

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

------

TIMESTAMPS

00:00 Intro 04:45 Restaking and Liquid Restaking Tokens 12:34 What is Liquid Restaking? 20:26 Solana 28:18 Parallelized EVM's 37:16 Games 43:56 Data Availability 50:07 Airdrops

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

203 - ETH in 2024 Jan 01, 2024

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-eth-2024

----- 2023 wasn’t great for Ethereum… from a price perspective. But it was fantastic from a building perspective.

Where does Ethereum go from here? What does 2024 have in store for ETH the asset and Ethereum the network?

Anthony Sassano, Mike Ippolito, and Jordi Alexander join to give a high level overview of the Ethereum ecosystem. The problems, the solutions, and the future.

----- 🏹 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

------ TIMESTAMPS

0:00 Intro 6:13 Ethereum in 2023 17:40 ETH as Money 24:30 The Internet Bond 30:00 From Execution to Settlement 37:40 Inside vs Outside Crypto 43:20 Restaking and Data Availability 1:10:00 Layer 2s and Modularity 1:23:00 Fragmentation 1:33:15 Decentralization 1:46:50 Wrapping Up 1:51:00 ETH Price Predictions

------ RESOURCES

Anthony Sassano https://x.com/sassal0x?s=20

Mike Ippolito https://x.com/MikeIppolito_?s=20

Jordi Alexander https://x.com/gametheorizing?s=20

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

ROLLUP: Top 10 Biggest Crypto Events of 2023 Dec 29, 2023

Bankless Weekly Rollup Last Week of 2023

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

—— 💳 AMBIRE | V2 Browser Extension is now Live! https://bankless.cc/ambire-v2 ------ 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

———

0:00 Intro 6:00 Markets 1 Year Ago 8:00 Base https://help.coinbase.com/en/coinbase/other-topics/other/base 10:00 SVB https://en.wikipedia.org/wiki/Collapse_of_Silicon_Valley_Bank 12:30 Balaji’s Bitcoin Bet 13:40 Scammers Arrested 15:00 Arbitrum Airdrop 17:00 Bitcoin Ordinals 22:40 Friend.tech 26:20 Pudgy Penguins IP 30:00 SEC Losing in Court 35:20 SEC Suing Exchanges 36:30 Michael Saylor Buying Bitcoin 39:35 CZ Steps Down 43:25 Solana Boom 47:00 Celestia and Jito Airdrop Season 49:45 Where We Are Now 52:30 Looking to 2024

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

Coin Bureau’s Guy Turner Interviews Ryan & David Dec 28, 2023

Coin Bureau’s Guy Turner interviewed Ryan and David on November 15, 2023. We’re re-releasing this episode on our channels thanks to Coin Bureau. We hope you enjoy this meta-conversation of Ryan, David, and the Bankless brand. Happy Holidays!

------- TIMESTAMPS

0:00 Intro 1:55 Crypto YouTube vs. Podcast 7:10 Creating Crypto Content 16:55 SBF vs. Erik Voorhees 32:50 Crypto Industry Mistakes 41:05 Ethereum & Crypto Cycles 55:43 Crypto, Social Media, Madness 1:03:00 Podcast Guests 1:09:00 Final Thoughts

------ RESOURCES

Full Coin Bureau Interview https://youtu.be/HVpQroG434E?si=Yl0IR-LUd8dRQZ3l

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

Eigenlayer In 2024 With CEO Sreeram Kannan Dec 27, 2023

Ethereum validators are earning yield for nearly a million wallets but what happens if you can restake that ETH for even more yields? Eigen Layer is one of the most ambitious projects in crypto and crossed a billion dollars in deposits while recording this episode.

Joining us today is special technical co-host Mike Neuder to discuss all things Eigen Layer with Sreeram and Teddy from the team.

-----

🏹 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.com/MetaMask

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

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

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

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

------

Timestamps

00:00:00 Intro 00:00:26 Episode Overview 00:09:20 Current State of Eigen Layer 00:12:01 Cap Limits and Accepted Tokens 00:19:42 Economic Security 00:25:51 Eigen Incentive Structures 00:34:12 What Is Eigen DA? 00:40:29 Benefits From Eigen DA 00:45:28 Why Eigen DA? 00:55:31 Throughput and Slashing 01:05:58 Finality Layer 01:10:51 ABS Aggregation 01:16:53 The Veto Committee 01:21:04 Neutrality 01:24:40 Networks in 2024 01:28:27 When Mainnet

------

Resources

Mike https://twitter.com/mikeneuder

Sreeram https://twitter.com/sreeramkannan

Teddy https://twitter.com/TedBreyer

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

Anatoly Reflects on Solana In 2023 & 2024 Dec 26, 2023

In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to reflect on Solana in 2023 and its future in the New Year and beyond.

-----

🏹 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.com/MetaMask

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

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

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

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

-------

TIMESTAMPS

0:00 Intro 5:49 FTX’s Effect on Solana 8:03 Solana Lindy? 9:55 Local Fee Markets 17:51 Solana’s Governance 24:58 Important Solana Questions 28:44 Firedancer vs. Jump 37:36 Latency Games 40:20 Are More Users Scary? 43:50 Hyper-Optimism 48:52 What Scares Anatoly 54:59 $BONK & Solana Phone 1:07:58 Breakout Consumer Apps 1:12:37 Solana Economics 1:18:30 ETH vs. SOL 1:34:50 Solana Alignment 1:36:49 Solana Misrepresentation 1:37:53 Closing & Disclaimers

------ RESOURCES

Anatoly https://twitter.com/aeyakovenko

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

202 - The Year of the Crypto ETF with Cathie Wood Dec 25, 2023

Cathie wood and Ophelia Snyder join us today, their two companies are at the top of the list for ETF approvals slated for early next year.

Is trad-fi excited? Are we underestimating the scale of this? Will Ethereum ever get an ETF? All these answered and more.

------

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

-----

🏹 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.com/MetaMask

⚖️ARBITRUM | SCALING ETHEREUM https://bankless.com/Arbitrum ⁠ 🔗CELO | CEL2 COMING SOON https://bankless.com/Celo

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

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

-------

TIMESTAMPS

00:00 Start 07:13 Joint Product Partnership 15:21 ETP vs ETF 20:25 Existing Products 33:13 How Much Interest Is There? 39:01 Portfolio Allocation and Risk 42:55 What Makes an ETF So Special 48:28 The Value Of Custody 53:27 How Many ETFs Can Get Approved? 58:07 Ethereum ETF in 2024 01:02:17 Did We Get A Fed Pivot? 01:04:10 Outlook For 2024

------ RESOURCES

Cathie Wood https://twitter.com/CathieDWood

Ophelia Snyder https://twitter.com/OpheliaBSnyder

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

ROLLUP: The Inscription Infestation | Solana Flips Ethereum Volume | Restaking Heats Up Dec 22, 2023

Bankless Weekly Rollup

3rd Week of December, 2023

-----

🏹 Airdrop Hunter is HERE, join your first HUNT today

https://bankless.cc/JoinYourFirstHUNT

——

💳 AMBIRE | V2 Browser Extension is now Live!

https://bankless.cc/ambire-v2

------

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://x.com/TrustlessState/status/1737955700415037856

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION

https://bankless.cc/Toku

———

0:00 Intro

3:10 David in Argentina

4:40 Markets

https://www.coingecko.com/en/global-charts

https://l2beat.com/scaling/summary

https://www.coingecko.com/

11:45 Bitwise ETF Commercial

https://twitter.com/BitwiseInvest/status/1736755061127020794

13:50 Phishing Scams

https://www.chainalysis.com/blog/approval-phishing-cryptocurrency-scams-2023/

17:30 Solana Flippens

https://twitter.com/DegenerateNews/status/1735842380257869974

https://x.com/SolanaFloor/status/1737414501610479893

21:00 Celsius vs Ethereum

https://twitter.com/JedBreed/status/1737311679795400788

27:00 Inscriptions Invasions

https://twitter.com/0xCygaar/status/1736581628259107314

https://x.com/0xCygaar/status/1736581694826992071

https://twitter.com/Dogetoshi/status/1736813432983130186

https://dune.com/hildobby/inscriptions

https://twitter.com/BFreshHB/status/1735837409336520935

https://twitter.com/hkalodner/status/1735768514433032432

https://mempool.space/

33:20 Gary Gensler and the SEC

https://twitter.com/GaryGensler/status/1735686262625902968

https://www.sec.gov/news/statement/gensler-coinbase-petition-121523

35:30 Coinbase Super PAC

https://twitter.com/iampaulgrewal/status/1735716481541996640

https://twitter.com/coinbase/status/1736714975152869845

https://www.standwithcrypto.org/

37:20 Elizabeth Warren Strikes Back

https://theblockchainassociation.org/wp-content/uploads/2023/12/Sen.-Warren-Letter-to-CEO-Kristin-Smith.pdf

https://twitter.com/jerrybrito/status/1737119021483557347

https://twitter.com/CampbellJAustin/status/1737132781015114003

44:00 EigenLayer 1 Billion TVL

https://twitter.com/eigenlayer/status/1737516837506851207

https://restaking.nethermind.io/

https://x.com/sreeramkannan/status/1737550720092840385

https://x.com/TrustlessState/status/1736903040605794511

45:50 zkSync Hyperchain

https://twitter.com/zksync/status/1735297361251897405

46:20 Celestia on Arbitrum Orbit

https://twitter.com/CelestiaOrg/status/1737156267645546650

https://x.com/jackmelnick_/status/1737540854477173065

47:45 Solana Phone

https://x.com/solanamobile/status/1735835498025832651

https://www.ebay.com/sch/i.html?_nkw=solana+saga&LH_Complete=1&LH_Sold=1

https://x.com/MKBHD/status/1737501717808185544

50:50 3AC Assets Frozen

https://www.theblock.co/post/268758/bvi-court-freezes-three-arrows-capital-founders-1-billion-in-assets

51:35 Solana Hacker Guilty

https://www.justice.gov/usao-sdny/pr/former-security-engineer-international-technology-company-pleads-guilty-hacking-two

https://blockworks.co/news/nirvana-hacker-pleads-guilty

52:40 MEME of the Week

https://twitter.com/iiintimus/status/1735630582904721425

——

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

https://bankless.com/disclosures

Jito's Impact on Solana with CEO Lucas Bruder Dec 20, 2023

This is an exploration of Jito, the Solana validator client, the staked Solana token JITOSOL, and MEV optimization engine.

The recent Jito airdrop show the whole industry as millions of dollars in value flooded into the Solana ecosystem.

Joining us today is Lucas Bruder from the Jito team to walk us through the basics and nuances of this multifaceted project.

----- 🏹 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

------ TIMESTAMPS

0:00 Intro 6:00 Jito Airdrop 8:45 What is Jito 12:00 Staking and Decentralization 17:20 MEV Optimization 25:20 Fees and Failed Transactions 33:20 JITOSOL 37:00 Solana Economics 42:00 Staking vs JITOSOL 45:40 Ethereum vs Solana 53:30 Jito Governance 59:15 Stakenet 1:05:40 Solana Governance 1:09:40 Choosing Solana 1:13:30 A Successful Network

------ RESOURCES

Lucas Bruder https://x.com/buffalu__?s=20

Jito Labs https://www.jito.wtf/

Explorer https://explorer.jito.wtf/

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

Ryan Selkis Shares His 2024 Crypto Predictions Dec 19, 2023

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

✨ 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

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

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

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

✨ 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?

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🐙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

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

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.

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------ 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

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

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

Ethereum is Hilariously Underpriced | Will SOL Flip ETH? Dec 05, 2023

Someone has to say it. ETH price at $2.2k is hilarious. Everyone is out here trading "what ifs" this cycle when Ethereum has fundamentals.

Let us tell you why $2.2k ETH doesn't make any sense. ------ 🌐 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.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 Start 01:33 Ethereum is Underpriced 16:01 Will SOL Flip ETH? 38:12 Hating "Decentralization" 51:18 Changing of The Seasons

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

199 - Are Crypto Games Making a Comeback? Dec 04, 2023

Are crypto games making a comeback? Vance Spencer and his Co-Founder Michael Anderson join us today to answer that question.

We did a bunch of episode on crypto gaming last hype cycle – retrospectively, it was too early. But now we have cheap blockspace, better wallets, and games that are fun to play.

------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-crypto-gaming-2

----- 🏹 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

00:00:00 Intro 00:07:19 Intro To Crypto Gaming 00:14:00 How Has Crypto Gaming Evolved? 00:17:39 Casual Vs AAA Games 00:21:10 The Current Gaming Experience 00:26:00 What Benefits Come From Blockchain? 00:32:47 Best Argument Against Crypto Gaming? 00:45:29 How Far Can This Go? 00:50:47 IOS and Taxes 00:55:11 Dealing With Regulators 00:59:01 Choosing a Chain 01:04:50 Are Traditional Studios Coming? 01:07:27 What's An On Chain Game? 01:12:20 Blockspace 01:18:58 Can This Pump Our Assets? 01:21:44 Closings and Disclaimers

------ RESOURCES

Vance: https://twitter.com/pythianism

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

ROLLUP: Jito Airdrop | Cosmos Blocksize Wars | Kyber Hack | Paradigm's Blast Dec 01, 2023

Bankless Weekly Rollup Last Week of Nov. 2023

----- 🌐 Near's Cost Effective Data Availability https://bankless.cc/near

------ 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 & RESOURCES

0:00 Intro

3:50 Markets https://twitter.com/camillionaire_m/status/1729850195012456518 https://x.com/saylor/status/1730222828270612851 https://x.com/WClementeIII/status/1730250345291375043 https://twitter.com/jseyff/status/1728087271084028346 https://twitter.com/datarade/status/1729416261149340002

18:32 Jito Launching Governance Token JTO https://twitter.com/jito_sol/status/1729172532971065626 https://www.bankless.com/airdrop-hunter

21:00 Cosmos enters its “Blocksize Wars” era https://twitter.com/DefiIgnas/status/1729155760850981130 https://twitter.com/DefiIgnas/status/1729155760850981130/photo/3 https://twitter.com/lurkaroundfind/status/1728805585313767528

29:29 What does Paradigm think about Blast? https://dune.com/alec/blast-the-new-eth-l2 https://x.com/danrobinson/status/1728817674543862023

39:03 Ethereum blockchain Shenanigans https://twitter.com/nero_eth/status/1728680630773575956 https://arxiv.org/pdf/2305.09032.pdf

45:11 KyberSwap Dex aggregator hacked for $54.7M https://twitter.com/KyberNetwork/status/1728115858889929021 https://x.com/TheDEFIac/status/1730196414154608785?s=20

48:40 Move-based L2 arrives on the scene https://twitter.com/movementlabsxyz/status/1727385496953958571?s=20 Sei Network gets an upgrade https://twitter.com/jayendra_jog/status/1729865516175798536

50:47 NFTs https://twitter.com/coolcats/status/1729281454792929561

51:35 Regulation https://www.theblock.co/post/264702/the-sec-is-having-trouble-serving-hex-founder-richard-heart-with-its-lawsuit https://blockworks.co/news/binance-changpeng-zhao-us

53:39 Meme of The Week https://twitter.com/yugacohler/status/1728892556304625708

54:44 Closing & Disclosures

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

The Power of Property Rights with Hernando De Soto Nov 30, 2023

The first think you need to know about crypto is, "what is money?" The second is, "what is property?" and that is our topic for today. Joining us is notorious economist Hernando De Soto who is here to give us a masterclass on the world of property right and why we need to tokenize the world. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-hernando

----- 🏹 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv

------ TIMESTAMPS

00:00:00 Intro 00:06:38 Welcome Hernando 00:08:34 History of Property Rights 00:12:31 Property Rights in The US 00:20:27 Value of Property Right Management Systems 00:27:34 The Role of Buerocracy 00:33:09 Advantage of Strong Property Rights 00:40:58 Other Countries Property Rights Systems 00:48:10 Comparing Property Rights Systems 01:00:20 Capitalism 01:07:32 Blockchains and Crypto 01:18:13 Summarizing Blockchain 01:23:54 Dealing With Politics 01:32:30 Closing Thoughts

------ RESOURCES

Hernando: https://twitter.com/HDeSotoPeru

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

Addressing BanklessDAO Drama Nov 29, 2023

In case you weren’t aware, last week and over the weekend, Bankless became crypto’s main character. In today’s episode, we share our reflections on the backlash we received. What happened? Did we deserve it? And why are we here?

----- 🏹 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv

------ TIMESTAMPS & RESOURCES

0:00 Intro 3:10 Bankless Backlash https://twitter.com/DeFi_Made_Here/status/1728159809827217412 4:14 bDAO Proposal to Arbitrum https://x.com/banklessDAO/status/1728380541949653060 5:42 Raiding Treasuries https://x.com/0xShual/status/1728078219625070926 7:25 Shit gets mean https://x.com/Ketherche/status/1728416271409295692 8:40 bDAO “were not BanklessHQ” clarifying thread https://twitter.com/banklessDAO/status/1728380541949653060 https://x.com/RyanSAdams/status/1728203036999164017 22:00 F Bankless Season 23:13 Is Bankless net bad for Ethereum? https://x.com/RyanSAdams/status/1728507517997658567 25:00 Watching the press cover you: https://www.coindesk.com/consensus-magazine/2023/11/27/breaking-down-the-bankless-backlash/ 27:40 David’s Long Tweet https://x.com/TrustlessState/status/1728849871682048136 30:30 Next Steps 32:35 In Conclusion? https://x.com/intocryptoast/status/1728544232087130273 32:52 Why are we all here? https://twitter.com/defi_mochi/status/1728703547121062273 https://x.com/Fiskantes/status/1729428463017132487 https://x.com/TrustlessState/status/1729303906201543128 41:24 Closing & Disclaimers

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

Is THORChain (RUNE) Undervalued? with Erik Voorhees and Chad Barraford Nov 28, 2023

What is THORChain? Join David as we explore the liquidity protocol that allows swapping between BTC, ETH, and more without intermediaries.

Chad Barraford is a core developer at THORChain, and Erik Voorhees is a Bankless staple who has found a deep resonance with THORChain's mission.

Is THORChain helping build the Bankless future? Come find out.

----- 🏹 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv

------ TIMESTAMPS

0:00 Intro 3:30 What is Thorchain 7:10 Erik and Shapeshift 10:20 How it Works 13:40 Is this a Bridge? 17:00 Staking and Security 20:00 Rune 28:45 Bitcoin and Ethereum 32:20 Latency 36:00 The Bull Case for Thorchain 38:40 Specialization 40:40 The Roadmap and Community 44:00 Get Involved

------ RESOURCES

Erik Voorhees: https://x.com/ErikVoorhees?s=20

Chad Barraford https://x.com/CBarraford?s=20

THORChain Website https://thorchain.org/

THORChain Twitter https://twitter.com/thorchain

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

198 - SUAVE Explained with Phil Daian & Andrew Miller Nov 27, 2023

Phil Daian is a crypto-economic researcher! Phil is the lead author behind the landmark paper, “Flash Boys 2.0,” which introduced and defined the MEV problem in the Ethereum landscape, over 4 years ago. He is the cofounder of FlashBots, which is a research and dev organization with the mission of mitigating the negative externalities of MEV.

Andrew Miller is an Associate Professor at the University of Illinois, SGX Bull, and visiting researcher at Flashbots, and big believer in cypherpunk values through crypto-economic mechanisms.

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

Have you ever heard of Flashbots? Flashbots is the silent protector of Ethereum, a shield against the forces of centralization that silently sneak into our cryptosystems and turn them into TradFi. It’s one of the unsung heroes of crypto.

The guests we have on today are from Flashbots, Phil Daian, and Andrew Miller. They believe the biggest centralization threats in crypto still lie ahead. And they’ve got a new platform that’s being built to defend against them. It’s called “Suave”, and we’ve been hearing a lot about it recently - “Solving MEV” - “Decentralizing block building” - but going into this episode, we weren’t sure exactly what it was. We found out during this 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv

------ TIMESTAMPS

0:00 Intro 8:20 History of Flashbots & MEV 15:35 MEV Boost 19:25 Andrew’s Journey 23:20 What’s at Stake? 25:00 Solving MEV 33:44 What’s Suave? 41:13 Intents 45:25 Suavechain? 54:53 Decentralized Block Building 1:02:27 Privacy of Suave 1:08:02 Suave’s Importance & Goal 1:12:40 L2s 1:15:18 Alt-L1s 1:18:00 MEV Naiveness 1:21:31 Benefits of Suave 1:30:36 Suave Roadmap 1:32:23 Why the World Needs Suave 1:38:25 Closing & Disclaimers ------ RESOURCES

How to get Started Building on Suave https://collective.flashbots.net/t/suave-wiki/2018

Learn about MEV Crypto’s Existential Threat https://www.youtube.com/watch?v=rOVz7dOrGyY Flashbots Saves Crypto https://www.youtube.com/watch?v=xex9WVmVfbg

Learn about Blockchain Supply Chains Ethereum’s Hidden Power Structures https://www.youtube.com/watch?v=rQxuPBy8tJg

Learn about Moloch Slaying Moloch https://www.youtube.com/watch?v=903tHM4RA9k Why we can’t have nice things? https://www.youtube.com/watch?v=YeQ2_ep0Cg4

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

ROLLUP: CZ Steps Down From Binance | SEC Attacks Kraken | Argentina's Crypto President Nov 23, 2023

Bankless Weekly Rollup 4th Week of November, 2023

------ 🎙️ Tap into the Bankless Premium RSS Feed https://bankless.cc/premiumfeed

----- 🌐 Near's Cost Effective Data Availability https://bankless.cc/near

------ 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv ------ TIMESTAMPS

0:00 Intro

00:03:39 Markets https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://www.coingecko.com/en/global-charts

00:04:39 CZ and Binance https://www.wsj.com/finance/currencies/binance-ceo-changpeng-zhao-step-down-plead-guilty-01f72a40 https://x.com/jacqmelinek/status/1727055732657246582?s=20

00:08:28 What is CZ Charged For? https://x.com/cz_binance/status/1727063503125766367?s=20 https://x.com/tier10k/status/1727112081361834432?s=20

00:12:44 Yellen's Threat https://x.com/BanklessHQ/status/1727074910370214051?s=20 https://x.com/jacqmelinek/status/1727068905083154619?s=20

00:17:22 Takes https://x.com/SenWarren/status/1727075454258180374?s=20 https://x.com/PapiChuloGrim/status/1727072835842265315?s=20 https://x.com/TrustlessState/status/1727012179780788372?s=20 https://x.com/nic__carter/status/1727090868908396745?s=20 https://x.com/RyanSAdams/status/1727035378371305712?s=20 https://x.com/RyanSAdams/status/1727022257250136447?s=20 https://www.coindesk.com/consensus-magazine/2023/11/21/binances-cz-and-the-end-of-the-borderless-crypto-company

00:31:23 SEC Attacking Kraken https://www.sec.gov/news/press-release/2023-237 https://blockworks.co/news/kraken-commingle-customer-funds https://x.com/nic__carter/status/1726742215601394147?s=20 https://x.com/jespow/status/1726862770635936101?s=20

00:38:39 What Does Kraken Do About This? https://x.com/krakenfx/status/1726753079201034466?s=20 https://x.com/jespow/status/1726794688433369290?s=20 https://twitter.com/RyanSAdams/status/1726735133435113869?t=SRaRCiQMqLAJgPnBBWwnTQ&s=19

00:44:37 Blast Launch https://x.com/Blast_L2/status/1726747087906464024?s=20 https://x.com/Blast_L2/status/1726747105056989438?s=20 https://x.com/Blast_L2/status/1726747111994351627?s=20 https://blast.io/en/about

00:51:18 Blast Takes https://x.com/matthuag/status/1726794007169392798?s=20 https://x.com/bkiepuszewski/status/1726885938482266589?s=20 https://twitter.com/_Enoch/status/1726789502100795705?s=20 https://x.com/josephdelong/status/1726807950696800717?s=20 https://x.com/buchmanster/status/1727012742031368503?s=20 https://twitter.com/adietrichs/status/1726973122400989520 https://x.com/dankrad/status/1726912734388765067?s=20

00:59:12 Argentina's New President https://www.reddit.com/gallery/17zpatk https://www.youtube.com/watch?v=pysVxVg9Y28 https://www.reuters.com/world/americas/argentina-readies-vote-likely-presidential-election-thriller-2023-11-19/ https://twitter.com/balajis/status/1726448609871458645?s=20 https://x.com/brian_armstrong/status/1727013818524660197?s=20

01:02:52 Coindesk Sold https://blockworks.co/news/bullish-acquires-coindesk-dcg https://twitter.com/JasonYanowitz/status/1726611872353591392 https://x.com/elitanjourno/status/1726753641363550440?s=20

01:07:28 Optimism News https://x.com/optimismFND/status/1727105321817219488?s=20 https://twitter.com/OPLabsPBC/status/1727007225552748712

01:09:33 Meme of The Week https://twitter.com/alancarroII/status/1727037504119837108

Moment of Zen https://x.com/BanklessHQ/status/1727348869401636953?s=20

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

Sam Altman Fired as OpenAI CEO, Joins Microsoft? Nov 20, 2023

Sam Altman Has been fired as CEO of OpenAI, joining Microsoft this morning and sending the internet into a spiral. Here's everything you need to know about what went down and what it all means for the world.

----- 🏹 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv

------ TIMESTAMPS

00:00 What Happened? https://x.com/OpenAI/status/1725611900262588813?s=20 https://openai.com/blog/openai-announces-leadership-transition https://x.com/sama/status/1725631621511184771?s=20 https://x.com/gdb/status/1725736242137182594?s=20

06:25 OpenAI Board Members https://twitter.com/ilyasut?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor https://twitter.com/adamdangelo?lang=en https://www.linkedin.com/pulse/tasha-mccauley-wikipedia-joseph-gordon-levitt-wife-ali-raza-3gsbf/?trk=article-ssr-frontend-pulse_more-articles_related-content-card https://cset.georgetown.edu/staff/helen-toner/

11:59 The New CEO https://x.com/eshear/status/1726526112019382275?s=20 https://x.com/adcock_brett/status/1726484049664057789?s=20 https://x.com/EffMktHype/status/1726558177028935770?s=20 https://x.com/Jason/status/1726492873775079807?s=20

16:32 Microsoft's Role https://x.com/satyanadella/status/1726509045803336122?s=20 https://x.com/sama/status/1726510261509779876?s=20 https://x.com/balajis/status/1726515841221681619?s=20

22:27 Employee Pushback https://x.com/miramurati/status/1726542556203483392?s=20 https://x.com/ilyasut/status/1726590052392956028?s=20

25:01 The Future of Silicon Valley

28:03 Decel vs e/acc https://x.com/hosseeb/status/1726492186953535764?s=20

31:11 Takeaways

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

197 - Software Eating the State with Sammuel Hammond Nov 20, 2023

Is software eating the nation state? Technologies like crypto and AI are about to fundamentally restructure society from the bottom up. We brought economist and writer, Sam Hammond on to predict how society will be reorganized under this new paradigm and how those in power will respond.

Sam Hammond is an economist for the Foundation for American Innovation, a think tank advising policies in DC whose slogan reads, “Build Tech. Promote Freedom.” Freedom and Tech. We like those two things on Bankless - and we're also concerned with the project of how to protect them in a world where software starts to eat the nation state (and the nation state feels threatened).

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

----- 🏹 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

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

💲 USDV | NATIVE OMNICHAIN STABLECOIN https://bankless.cc/usdv

------ TIMESTAMPS

0:00 Intro 6:48 Sam’s Take on Crypto 9:50 Nation State’s Hate on Crypto 14:53 Post-Printing Press 20:55 Crypto, AI, & The Internet 25:40 Tech Good, Bad, or Neutral? 32:03 Bracing For Impact & Tech Debt 38:15 Nation State Competition 46:39 Dangerous Tech 50:00 The Network State 1:04:55 AI Executive Order 1:12:28 China’s AI Approach 1:15:20 AI’s Double Edged Sword 1:33:45 AI & The Leviathan 1:48:23 What Technology Winning Means? 1:50:58 Closing & Disclaimers

------ RESOURCES

Sam’s Substack, “Second Best” https://www.secondbest.ca/ AI & The Leviathan https://www.secondbest.ca/p/ai-and-leviathan-part-iii

The Dynamist - Podcast https://podcasts.apple.com/us/podcast/the-dynamist/id1528920211 Eliezer Yudkowski Episode https://www.bankless.com/159-were-all-gonna-die-with-eliezer-yudkowsky

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

ROLLUP: Bull Market Week 2 | Blackrock ETH ETF | WSJ vs Crypto Nov 17, 2023

Bankless Weekly Rollup 3rd Week of July, 2023

------ 🎙️ Tap into the Bankless Premium RSS Feed https://bankless.cc/premiumfeed

------ 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

👾GMX | V2 IS NOW LIVE https://app.gmx.io/

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

------ TIMESTAMPS

0:00 Intro

3:00 Markets 4:30 MicroStrategy https://bitcointreasuries.net/ https://twitter.com/thepowerfulHRV/status/1724892561100443741 7:20 ETH https://imgur.com/P4U1F4r 9:50 Layer2 https://l2beat.com/scaling/summary 12:45 Solana https://twitter.com/0xjaypeg/status/1723085649928937960 16:00 Cathie Wood https://twitter.com/AltcoinDailyio/status/1724602432347689321 17:20 ETH Next https://twitter.com/RyanSAdams/status/1724813998770602176 18:20 Inflation and Liquidity https://www.cnbc.com/2023/11/14/cpi-inflation-report-october-2023.html https://twitter.com/wclementeiii/status/1723340365749493822

23:00 Blackrock Spot ETH ETF https://www.theblock.co/post/263299/blackrock-ethereum-etf-sec 24:00 XRP ETF Hoax https://vxtwitter.com/WhaleWire/status/1724170699944722614 https://x.com/EricBalchunas/status/1724528224892326128 26:00 ETF Speculation

28:25 WSJ vs Crypto https://www.wsj.com/world/middle-east/hamas-needed-a-new-way-to-get-money-from-iran-it-turned-to-crypto-739619aa https://x.com/BanklessHQ/status/1724897239611629636 https://twitter.com/GOPMajorityWhip/status/1724841543872266381

31:20 OKX Layer2 https://x.com/okx/status/1724472549197619561 https://www.coingecko.com/en/coins/okb https://coinmarketcap.com/rankings/exchanges/derivatives/ https://twitter.com/sandeepnailwal/status/1724517804852834411

36:00 Coinbase Verifications https://twitter.com/CoinbaseCloud/status/1722702330406060282 38:20 Nocturne https://twitter.com/nocturne_xyz/status/1724806199777042623

42:30 NEAR Protocol https://twitter.com/NEARProtocol/status/1722973131374010559 45:30 Lattice Redstone https://x.com/latticexyz/status/1724744074089943051 47:45 Poloniex Hack https://x.com/peckshield/status/1722991018272759816 https://x.com/justinsuntron/status/1723008641433784695 48:55 Ordinals Seed Round https://www.coindesk.com/business/2023/11/16/bitcoin-focused-ordinals-project-taproot-wizards-raises-75m-in-seed-round/

49:30 MEME of the Week https://twitter.com/cyounessi1/status/1722629171241955353

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

Vivek Ramaswamy’s Presidential Platform for Crypto Nov 16, 2023

In today’s episode, we welcome a U.S. presidential candidate who just rolled out a pro-crypto policy. This is the first one we’ve seen. His name is Vivek Ramaswamy and he plans to protect these three core crypto freedoms: Plank 1 - Freedom to Code, Plank 2 - Freedom of Financial Self Reliance, and Plank 3 - Freedom from Regulatory Overreach.

Vivek Ramaswamy is a 38-year-old Republican presidential candidate. He’s an entrepreneur, he’s worked in finance, he talks a lot about freedom - most importantly, he’s brought us a new policy platform on crypto, that if elected - he will implement. That’s why we’re doing the show today.

------ 🏹 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

👾GMX | V2 IS NOW LIVE https://app.gmx.io/

------ TIMESTAMPS

0:00 Intro 5:17 Crypto’s Importance to Vivek 8:42 Operation Chokepoint 2.0 13:17 Freedom to Code 22:35 Freedom from Regulatory Overreach 33:05 Vision of the Founding Fathers 35:11 Freedom of Financial Self-Reliance 42:17 WSJ’s Attack on Crypto 48:27 Holding Vivek Accountable 53:19 Closing & Disclaimers

----- RESOURCES

Vivek Ramaswamy https://www.vivek2024.com/ https://twitter.com/VivekGRamaswamy

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

When Will $ETH Pump? Nov 15, 2023

Welcome back to Bankless Takes! Today we start with ETH, why is it lagging and where do we go next?

Then to the culture, asking are we ETH Maxi's?

And finally, how to navigate the bull market and why often times it's even more dangerous than the bear.

------ 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage

------ 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 ⁠

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

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

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

1:26 Everything Is Pumping But ETH https://www.coingecko.com/en/crypto-gainers-losers?time=d30&top=100 https://ycharts.com/companies/ETHE/discount_or_premium_to_nav https://vxtwitter.com/ramahluwalia/status/1724107285956305006?s=46 https://x.com/ramahluwalia/status/1724107285956305006?s=20 https://x.com/isolot/status/1724231479213850797?s=20

21:21 Are We The Maxi's Now? https://twitter.com/udiWertheimer/status/1723186142059569213 https://twitter.com/musalbas/status/1723975098783125574 https://x.com/RyanSAdams/status/1723075329126813853?s=20 https://x.com/RyanSAdams/status/1723325854560719274?s=20 https://twitter.com/RyanSAdams/status/1722471686149115923?s=20

35:18 The Bull Market is More Dangerous Than The Bear https://twitter.com/ryansadams/status/1723094739811959157?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/erikvoorhees/status/1723046023088533609?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

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

What David Learned at Solana Breakpoint Nov 14, 2023

If Crypto Twitter can't provide a true reality of Solana, what is there left to do besides go to Breakpoint myself and get the vibes straight from the source?

Bankless Nation, here's everything I learned at Solana Breakpoint

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

----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage

------ 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 ⁠

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

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

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

------ RESOURCES

Full Article: https://www.bankless.com/everything-i-learned-at-solana-breakpoint

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

196 - 10 Timeless Lessons for Crypto Investors With Morgan Housel Nov 13, 2023

Welcome back to Bankless, Morgan Housel. Morgan has written "The Psychology of Money", and most recently "Same As Ever" which discuss the dynamics and psychology around money and markets.

In this episode Morgan drops lesson after lesson that you can apply to your own investing strategies and life broadly. It's a masterclass that is sure to have you reflecting on the decisions you make as we enter what may possibly be the next bull market.

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

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

----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage

------ 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 ⁠

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

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

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

------ TIMESTAMPS

0:00 Intro 6:49 History Always Repeats 11:44 Can We Break The Cycle? 16:49 THE BEAR MARKET 21:20 Psychology Of Investing 26:45 The Value Of Hard Things 29:26 Attaching Identity To Ideas 36:52 Markets Have Memory 42:23 The Key To Being Happy 47:27 Competing Against Yourself 55:32 Our Relationship With Money 58:51 The Power Of Incentives 1:04:48 Don't Try Too Hard 1:11:19 Investing Strategies 1:15:09 The Value of Imperfection 1:20:43 Optimism and Pessimism 1:24:41 Crypto's Barbell Thesis 1:27:53 Good Things Happen Slow, Bad Things Happen Fast 1:33:27 Final Bit Of Advice

------ RESOURCES

Book: https://www.morganhousel.com/

Morgan: https://twitter.com/morganhousel

Morgan Last on Bankless: https://youtu.be/9VflkmluTVQ

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

ROLLUP: The Bull Market is On | Ethereum ETF | Near Layer2 Nov 10, 2023

Bankless Weekly Rollup 2nd Week of November

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

----- 🌎 Linea DeFi Voyage https://bankless.cc/Linea-defi-voyage

------ 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 ⁠

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

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

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

2:30 Markets 7:50 Layer 2s 8:40 Illuvium https://x.com/illuviumio/status/1722235730695799152 10:45 Chainlink https://x.com/ChainLinkGod/status/1722053266043724107 https://x.com/TrustlessState/status/1722309323894702359 https://x.com/sassal0x/status/1722409371395817670 12:00 Other Big Movers https://x.com/0xferg/status/1722495714411139335 https://twitter.com/abhishek095/status/1720193061232451722 https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN https://x.com/punk9059/status/1722577108843528313 14:30 Money Markets https://twitter.com/EricBalchunas/status/1721919275886166362 17:30 Bitcoin Halving https://twitter.com/CarpeNoctom/status/1721928615112196347

22:00 Blackrock Spot ETH ETF https://x.com/BanklessHQ/status/1722633044388147547 https://x.com/EricBalchunas/status/1722632267032613146 https://twitter.com/SummersThings/status/1722630271013675199 24:15 SEC Bitcoin ETF https://twitter.com/NateGeraci/status/1722368515292733896 https://twitter.com/JSeyff/status/1722321412218638632

26:00 Near L2 Validium https://twitter.com/sandeepnailwal/status/1722276746077331913

29:22 Kraken Layer 2 https://www.coindesk.com/tech/2023/11/07/kraken-said-to-seek-partner-to-help-build-it-a-layer-2-blockchain-network/

34:00 Elizabeth Warren vs Crypto https://www.forbes.com/sites/digital-assets/2023/11/08/how-misinformation-on-hamas-and-crypto-fooled-nearly-20-of-congress/?sh=5610dfab8270 https://x.com/brian_armstrong/status/1722312064100909212 37:20 Opensea Layoffs https://twitter.com/dfinzer/status/1720516605933756514 https://twitter.com/fintechfrank/status/1722030246206034134 https://x.com/openseapro/status/1720125516995346855 43:00 Jump Capital and Terra https://blockworks.co/news/sec-terraform-labs-ust-depeg https://twitter.com/FatManTerra/status/1722296209971241250 48:45 US Blocking China https://www.coindesk.com/policy/2023/11/08/us-bill-proposes-outlawing-government-use-of-china-made-blockchains-and-tethers-usdt/ 51:30 SEC Crypto Experts https://twitter.com/jeffjohnroberts/status/1721543698784419917 53:45 Bankless Takes https://youtu.be/yN7h88gImHc

55:30 MEME of the Week https://x.com/0xgaut/status/1722597724418101527

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

Bankless Takes | Solana vs Ethereum Nov 09, 2023

In a brand new format, we discuss everything about Solana.

From David's experience at the Solana Breakpoint conference, Solana vs Ethereum, and a mildly heated exchange with Chris Burniske, we try to wrap our heads around the big question:

What does SOL look like in the upcoming Bull Market? How should we feel about it?

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------ 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 ⁠

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

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

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

------ TIMESTAMPS

0:00 Intro

4:15 David at Solana Breakpoint https://x.com/TrustlessState/status/1719731518514323487 10:00 Ethereum vs Bitcoin 13:30 Social Media Distortion

15:30 Solana vs Ethereum https://x.com/cburniske/status/1720891618709176633 20:10 Layer 2s vs Solana https://x.com/RyanSAdams/status/1720437160409502084 24:30 Ryan Gets Ratio’d https://twitter.com/RyanSAdams/status/1721702916552065458 https://twitter.com/mattytay/status/1721886832743604225 27:45 Solana Value Capture https://x.com/RyanSAdams/status/1720492407567823345

29:00 Chris Burniske https://imgur.com/366zoAA https://imgur.com/MozScOa 32:00 Things Get Heated https://imgur.com/U38Fgkh 34:12 Blockchain Agnostic

36:00 The Answer with SOL https://x.com/TrustlessState/status/1721948544662422013 38:00 Chain Usage with Polynya https://polynya.mirror.xyz/BR8SGLdB97fYbyzQU2FP_RrHjLlClgibMJyosL0orl4

39:45 Bankless’ Final Take 42:55 Closing Remarks

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

David @ Solana Breakpoint | Anatoly & Austin Nov 07, 2023

David sits down in person at Solana Breakpoint 2023 with Solana’s Founder, Anatoly Yakovenko, and Austin Federa, Solana Foundation’s Head of Strategy.

The three chat about Breakpoint’s Evolution, Solana vs. Ethereum, and exciting new releases/products coming out of Solana.

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

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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 ⁠

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

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

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

------ TIMESTAMPS

0:00 Intro 6:00 Breakpoint 2023 6:53 What’s Breakpoint? 7:49 Breakpoint 1 12:20 Breakpoint 2 13:54 Evolution of Breakpoint 16:13 Aesthetic of Breakpoint 17:35 Who Attends Breakpoint 18:30 Solana’s Hardest Year 20:52 Solana Community Excitement 23:50 Consumer Solana Apps 24:48 Up Next For Anatoly 26:00 Anatoly Role Change 26:44 Solana vs. Ethereum Relationship 30:44 Solana Dev Mindset 31:44 Anatoly Cult 35:17 Firedancer 42:33 Solana 2.0 43:11 Runtime v2 44:18 Confidential Transactions 46:00 Up Next For Solana 48:48 Solana L2s & Slow-Lana 52:37 Solana Governance 56:05 Next For Austin 56:45 Breakpoint 2024 59:28 Closing & Disclaimers

----- RESOURCES

Anatoly Yakovenko https://twitter.com/aeyakovenko

Austin Federa https://twitter.com/Austin_Federa

Solana Youtube https://www.youtube.com/@SolanaFndn/videos

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

195 - The Bull Case for $COIN | Michael Rinko & Jay Nov 06, 2023

This is our first time ever covering a TradFi stock! However, Coinbase is a different beast…

Coinbase is a behemoth of a company, growing since May of 2012. CEO Brian Armstrong has been on Bankless a number of times.

Today, we’re bringing on two analysts–independent researcher Jay (0xJaypeg) and Delphi Digital analyst Michael Rinko.

Today’s episode will not be a history lesson on Coinbase, if you’re looking for that, we’ll highly recommend checking out Coinbase’s documentary: COIN: A FOUNDER'S STORY

Today’s episode is all about $COIN the asset. Down from its ATH of $342/share in Nov. 2021 to $85 today—and with a current market cap of $17.8B— are you bullish $COIN? Why or why not?

------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-coin-bull-case

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

------ TIMESTAMPS

0:00 Intro 4:30 The Business of Coinbase 8:40 Diversifying the Business 14:30 Analyzing Equities 17:20 Coinbase USDC 23:30 Yields and Interest Revenue 31:45 The Staking Business 37:00 The Take Rate 43:45 Growth of Staked ETH 48:20 Coinbase International 56:45 Derivatives Revenue and Regulation 1:06:00 Coinbase Bank and Custody 1:17:00 BASE 1:31:00 Ranking Coinbase’s Opportunities 1:35:00 Coinbase Assets 1:38:20 The Company Itself 1:48:00 Predicting $COIN 1:54:50 The Bear Case

----- RESOURCES

Michael on Twitter https://x.com/mrink0

Jay on Twitter https://x.com/0xjaypeg

Delphi Digital Report https://members.delphidigital.io/reports/coinbase-from-sleeping-giant-to-industry-leader

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

ROLLUP: SBF Found Guilty | Solana Dominance | Celestia Airdrop Nov 03, 2023

Bankless Weekly Rollup First Week of November ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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 ⁠

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

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

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

------ TIMESTAMPS & RESOURCES

0:00 Breaking: SBF Found Guilty https://twitter.com/RyanSAdams/status/1720260173304893734?s=20

SBF and Eric Debate: https://www.youtube.com/watch?v=Ytaa_5liwMA

6:56 MARKETS https://pro.kraken.com/app/trade/btc-usd https://bitcoin.org/bitcoin.pdf https://www.tradingview.com/symbols/BTC.D/

9:59 Gary's HBD Wish To Bitcoin https://x.com/GaryGensler/status/1719393827620876406?s=20 https://twitter.com/DocumentingBTC/status/1719087893061181649

13:10 Celebrating Bitcoin https://twitter.com/RyanSAdams/status/1719362025397117271?s=20

16:38 Solana https://twitter.com/pythianism/status/1719731735049482598?s=46 https://www.coinglass.com/LiquidationData https://x.com/TrustlessState/status/1719775068828668389?s=20 https://x.com/TrustlessState/status/1719731518514323487?s=20

20:24 $COIN https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN

21:34 US GDP Growth https://www.cnbc.com/2023/10/26/us-gdp-grew-at-a-4point9percent-annual-pace-in-the-third-quarter-better-than-expected.html https://www.cnbc.com/2023/11/01/fed-meeting-november-2023-.html

23:08 Stablecoin Liquidity https://twitter.com/nic__carter/status/1717976711663333846?s=20 https://twitter.com/RaoulGMI/status/1718622637084008929

27:18 SBF Takes The Stand https://i.guim.co.uk/img/media/ecc3d1babd84f2082ff315222d7ef8397813ca41/0_227_3024_1815/master/3024.jpg?width=620&dpr=2&s=none https://x.com/jillrgunter/status/1719132933141995847?s=20

35:04 Nic Carter vs WSJ https://x.com/nic__carter/status/1717622001014067417?s=20 https://x.com/ArkhamIntel/status/1719363225827922004?s=20 https://x.com/mpier2000/status/1718653964017950802?s=20 https://x.com/SamLyman33/status/1719364757596057813?s=20 https://x.com/SamLyman33/status/1717587105709167097?s=20 https://x.com/nic__carter/status/1719137811541205042?s=20 https://x.com/nic__carter/status/1717997939140722758?s=20

43:29 Bankless Nation vs IRS! https://twitter.com/TheDailyShow/status/1719686561569108447 https://x.com/_jamico/status/1719167848936009866?s=20 https://twitter.com/DavidSacks/status/1719436981086900530

47:42 Celestia Airdrop https://twitter.com/CelestiaOrg/status/1719361585989492800?s=20 https://x.com/nickwh8te/status/1719644381265952841?s=20 https://coinmarketcap.com/currencies/celestia/

49:37 Safemoon https://www.justice.gov/usao-edny/pr/founders-and-executives-digital-asset-company-charged-multi-million-dollar

51:12 Coinbase Wallet Updates https://x.com/brian_armstrong/status/1717265147721666816?s=20

52:08 Kraken zkSync https://x.com/BanklessHQ/status/1719834663689265494?s=20

43:12 Elon Musk on NFTs https://twitter.com/nftnow/status/1719479171120791823?s=46 https://twitter.com/nftnow/status/1719479171120791823?s=46

56:10 Elon gives X 1 year to go Bankless https://www.theverge.com/2023/10/26/23934216/x-twitter-bank-elon-musk-2024

58:16 Paypal Receives Subpoena https://www.sec.gov/Archives/edgar/data/1633917/000163391723000156/pypl-20230930.htm

58:59 Dune AI https://x.com/DuneAnalytics/status/1720035727386292328?s=20

1:01:12 Bankless Ventures https://x.com/ModulusLabs/status/1719749763753730118?s=20 https://www.youtube.com/watch?v=tbyTymGWCak&list=PLmkdAgtxf3ajRnlG3qBgW0RHDET-kmpk7&index=9

1:05:26 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1168431522076966912 https://twitter.com/RyanSAdams/status/1719430444653990350 https://polynya.mirror.xyz/m-_0l9vcYPIMv6Hmk77q949ZCVDh8MNfaAwi5JeNrPc https://vitalik.eth.limo/general/2022/12/05/excited.html

1:12:37 Take of The Week https://imgur.com/aTCkirc

1:17:11 What Are We Bullish On https://x.com/QwQiao/status/1720014402043208053?s=20 https://x.com/RyanSAdams/status/1719728312702943376?s=20

1:21:11 Meme of The Week https://twitter.com/BanklessHQ/status/1720165186227839388/photo/1

1:23:18 Moment of Zen https://x.com/kylascan/status/1719843914843074938?s=20

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

Bitcoin ETFs: Bullish or Bearish? with Alex Thorn Nov 01, 2023

Alex Thorn is head of Research at Galaxy Digital, leading a team of researchers focused on unpacking the market developments in crypto, producing information for both internal and external audiences. Before Galaxy, Alex was Director of Blockchain Research at Fidelity, so he’s a veteran of straddling TradWorld and Crypto.

Today we talked to Alex about the bull vs. bear case for the BTC ETF.

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

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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 ⁠

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

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

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

------ TIMESTAMPS

0:00 Intro 7:25 Spot BTC Interests 9:15 Breaking Down Alex's Thread 18:20 Spot BTC Pipeline & Next Steps 28:00 Inflows Into Bitcoin ETF 30:00 Predicting How Investors Will Invest 32:30 BTC Price Impact 42:20 Estimated BTC Price Prediction 46:15 Predicting Timeline 49:40 BTC ETF Marketing 52:00 The Bear Case for BTC ETF 1:02:30 Marijuana Analogy 1:04:30 ETH ETF Argument 1:09:50 Galaxy Brains 1:11:30 Closing & Disclaimers

------ RESOURCES

Alex https://twitter.com/intangiblecoins

Galaxy Brains Podcast https://www.galaxy.com/insights/podcasts/galaxy-brains/

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

194 - How Crypto Saves The Internet | Li Jin & Eugene Wei Oct 30, 2023

Many of our listeners are familiar with Li Jin, an investor and co-founder of Variant Fund and is one of our favorite thinkers on crypto and the creator economy. Li is also joined by Eugene Wei. He’s a web2 product visionary. Listeners may be familiar with some of his incredible blog posts such as, “Status as a Service”, “Invisible Asymptotes”, “Why Information Grows” and more.

In today’s episode, these two gigabrains, one from web2 social, one from web3 crypto, talk about the future of status as a service, psychological ownership, and the future ties between social and crypto.

------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-li-jin-eugene-wei

----- 🏹 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-q4

🦊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

------ TIMESTAMPS

0:00 Intro 8:00 Web2 Social History 18:55 Is Web2 Ending? 24:50 Network Effect Theory 27:45 3 Paths to Break Free 32:17 The Internet’s Good, Bad, & Ugly 41:48 The Algorithm’s Constraints 46:25 Web2 to Web3 Learning Lessons 54:40 Love vs. Fame 1:00:24 Web3’s Potential 1:07:00 Crypto's Social vs. Financial Problem 1:19:30 Ethereum’s Social Network 1:25:14 Increasing Psychological Ownership 1:31:25 Price vs. Psychological Ownership 1:35:00 Eugene’s Advice to Crypto Builders 1:42:00 Li’s Take on Crypto’s Potential Closing & Disclaimers

----- RESOURCES

Li Jin https://twitter.com/ljin18 https://li.substack.com/p/the-ownership-economy-2022 https://www.youtube.com/watch?v=N6AJlmB2h8k https://li.substack.com/p/building-psychological-attachment https://li.substack.com/p/love-vs-fame-a-framework-for-social

Eugene Wei https://twitter.com/eugenewei https://www.eugenewei.com/blog/2019/2/19/status-as-a-service https://www.eugenewei.com/blog/2018/5/21/invisible-asymptotes

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

ROLLUP: WSJ Lies About Crypto | SBF Testifies | Markets Pumping Oct 27, 2023

Bankless Weekly Rollup (Halloween Special) Final Week of October ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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

------ Timestamps & Resources 0:00 Intro

7:01 MARKETS https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd

11:20 Market Advice https://x.com/RyanSAdams/status/1717212229395784125?s=20

13:22 Arthur Hayes Take https://cryptohayes.substack.com/p/the-periphery

17:04 BTC Halving Countdown https://www.nicehash.com/countdown/btc-halving-2024-05-10-12-00

22:33 Bitcoin Spot ETF https://twitter.com/EricBalchunas/status/1716487573588070728

25:46 How Much Will This Pump Price https://twitter.com/EleanorTerrett/status/1716911938142105694 https://twitter.com/intangiblecoins/status/1716840402894881133 https://twitter.com/NateGeraci/status/1716266912630407210?s=20 https://twitter.com/WatcherGuru/status/1716473871430222292?s=20

30:50 ETH Spot ETF https://x.com/JSeyff/status/1714736564805214375?s=20 https://twitter.com/NateGeraci/status/1716538764061729123

34:08 WSJ Lies! https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b9134b7a https://twitter.com/samcallah/status/1715854073461604555 https://www.warren.senate.gov/imo/media/doc/2023.10.17%20Letter%20to%20Treasury%20and%20White%20House%20re%20Hamas%20crypto%20security.pdf https://twitter.com/chainalysis/status/1714748704702296457

42:47 SBF Will Take The Stand! https://www.theblock.co/post/259553/sam-bankman-fried-gets-chance-to-dispel-cartoon-villain-narrative-as-he-prepares-to-take-stand

48:14 Was DCG Bigger Than Enron? https://www.coindesk.com/policy/2023/10/19/gemini-genesis-and-dcg-sued-by-new-york-attorney-for-defrauding-investors/ https://x.com/ramahluwalia/status/1716218498341597430?s=20

55:32 Uniswap Chain https://twitter.com/KAndrewHuang/status/1716826991780155467

58:54 DYDX Chain https://x.com/dYdX/status/1716802093946921353?s=20

1:00:10 Andrew Tate on NFTs https://vxtwitter.com/larpvontrier/status/1717271943240442237?s=46&t=2SMKWt7-hlJuSdhYSlImeQ

1:02:56 Speaker of The House https://twitter.com/RyanSAdams/status/1716871873668264346 https://twitter.com/JakeSherman/status/1716913458741187065

1:04:33 Sound.Tech https://x.com/Mikey0x_/status/1717036416155459987?s=20 https://www.song.tech/

1:08:03 Raises and BVC Investments https://twitter.com/nocturne_xyz/status/1717150278749725127?s=20

1:13:13 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1166582948338860103 https://discord.com/channels/615592155481767941/1058053004705669211/1166757895111721051

1:19:38 Takes of The Week https://telablog.com/the-three-types-of-bitcoin-states/

1:22:27 What Are We Bullish On?

Meme of the Week https://twitter.com/tomhschmidt/status/1717228106035913148?s=46

1:27:19 Risks and Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

The Bull Case for $LINK (Chainlink) | ChainLinkGod & Fishy Catfish Oct 25, 2023

Chainlink’s community is anything but weak. Today we brought on two of Chainlink’s most prominent community members, ChainLinkGod, a Chainlink Community Ambassador and FishyCatfish, a miner, investor, and all around crypto enthusiast. The two of them are here to give us the bull case for $LINK.

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

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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

------ TIMESTAMPS

0:00 Intro 7:00 What is Chainlink? 8:32 Ultimate Vision of Blockchains 10:19 Why We Need Chainlink 16:15 $LINK Genesis Story 25:41 Role of $LINK 30:12 Chainlink Validating & Value Prop 35:02 Bonds & Yield 39:30 Chainlink Service Fees 44:53 Fee Price Discovery 50:42 Decentralized Computing Marketplace 54:39 Chainlink’s Unique Value 1:02:05 Composabilty & Scope of Fees 1:08:00 $LINK the Capital Asset 1:11:00 Chainlink Yield Hooks 1:12:10 Collateral Equilibrium 1:13:07 Tokenization of RWAs 1:20:24 Numbers to Focus On 1:25:25 David’s Bull Case For Chainlink 1:26:27 Chainlink’s Next 3 Big Bets 1:31:38 Get Further $LINK-pilled 1:33:00 Closing & Disclaimers

------ RESOURCES

Sergey’s Bankless Episode https://youtu.be/AzQnY0CqHOw

ChainlinkLinkGod https://twitter.com/ChainLinkGod

Fishy Catfish https://twitter.com/CatfishFishy

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

Is the Crypto Bull Market Back? with Up Only's Ledger Oct 24, 2023

On the show today is Ledger! Ledger is no stranger to market cycles and is here to answer the question... Are we back?

Join us as we walk through charts, discuss market catalysts and get a full break down on how ledger is navigating these market conditions. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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

------ RESOURCES

Ledger https://twitter.com/ledgerstatus ------ CHAPTERS 0:00 Intro 5:30 Are We Back? 11:21 Charting Bitcoin 24:39 ETH/BTC Pair 29:22 Four Year Cycles 34:29 Chainlink 36:13 DeFi Winners vs Losers 39:38 Solana 40:29 Beating Bitcoin 46:04 Important Future Events 49:03 Plan for Black Swans 54:18 Advice For Investors 58:45 Frontrunning Narratives 1:05:11 Ledger's Trading Strategy ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

The US Government is Trying to Kill Crypto | Miller Whitehouse-Levine and Jason Schwartz Oct 24, 2023

🚨LEAVE A COMMENT🚨 https://treasuryraid.lexpunk.army/

We need to stop the US from killing crypto. The new IRS proposals could effectively destroy DeFi and other crypto use cases.

The good news? We can change this. 5 minutes is all it takes to leave a comment and get the interpretation delayed.

In this episode, we bring on Miller Whitehouse-Levine of the DeFi Education Fund and tax lawyer Jason Schwartz to discuss the proposed rules and their catastrophic implications.

----- 🔐 Get a Free Trial of Doppel https://bankless.cc/doppel

------ 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

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

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

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

------ TIMESTAMPS

0:00 Intro 6:30 Miller and Jason 8:15 The Broker Laws 15:30 Proposed Regulation 20:50 Endgame Oversight 26:00 They Hate Crypto 31:00 The Comment Process 36:40 New Crypto Tax Tools 42:00 So What Happens… 46:30 Pressuring the Departments 50:50 How We Can Win 56:20 What We Have to Do

——— RESOURCES

Miller Whitehouse-Levine https://x.com/millercwl?s=20

Jason Schwartz https://x.com/CryptoTaxGuyETH?s=20

Get Involved https://x.com/LeXpunK_Army/status/1713186443445629429?s=20 https://x.com/CryptoTaxGuyETH/status/1695603888957641154?s=20 https://x.com/fund_defi/status/1713929569030275285?s=20

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

193 - Lyn Alden's Masterclass On Money Oct 23, 2023

When we think of people to walk us through the history of money and where it's all headed, it's hard to think of a guest more qualified than Lyn Alden.

This episode is a masterclass where we answer seemingly simple questions like "What is Money?" to the future of money and how Lyn thinks the next great transfer of wealth will play out. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-lyn-alden-and-the-history-of-money ----- 🏹 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-q4

🦊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 ------ CHAPTERS 0:00 Intro 6:34 What is Money? 10:03 Double Coincidence of Wants 14:18 How Does Money Emerge? 19:46 Progression Of Money Over Time 28:00 Society vs Society 33:14 The Transition to Fiat 39:07 Settlement Time Of Gold 47:53 What Are Banks? 59:14 The Technology Arc 1:04:26 How Nation States Impact Money 1:13:33 Ledger's and Army's 1:16:36 Bretton Woods 1:31:01 Is The Fiat Era Ending? 1:38:13 The Crypto Future 1:44:05 Future Predictions ----- RESOURCES

Lyn Alden https://twitter.com/LynAldenContact

Broken Money https://www.lynalden.com/broken-money/ ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

ROLLUP: BTC ETF Rumors | Uniswap Fee Switch | SBF Trial Continued Oct 20, 2023

Bankless Weekly Rollup 3rd Week of October

----- 🧥 Take the Survey and Win the Bankless Jacket! https://bankless.cc/survey

------ 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 ⁠

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

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

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:20 Markets 5:15 Janet Yellen on War https://news.sky.com/story/we-can-certainly-afford-two-wars-us-treasury-secretary-says-12985335 7:50 A Trade War https://x.com/KobeissiLetter/status/1714280042547806316 9:10 Treasuries vs Bitcoin https://twitter.com/robustus/status/1714303541077020770 10:30 Vance on Young People https://x.com/pythianism/status/1714697205259325511 12:22 Commodity-Like Money https://x.com/MikeIppolito_/status/1714710556865597816 12:50 Vitalik Not Dumping https://warpcast.com/vitalik.eth/0xb8ccf84d 13:45 Crypto Dollars https://twitter.com/sebventures/status/1714226872471470452 https://twitter.com/MikeIppolito_/status/1714345259847561526

18:00 BTC ETF Flub https://pbs.twimg.com/media/F8kL82PX0AAC0dm?format=jpg&name=medium https://twitter.com/watcherguru/status/1713921987783885072 19:20 How it Happened https://cointelegraph.com/news/clarification-sharing-false-spot-bitcoin-etf-news 21:10 Surprisingly Bullish https://twitter.com/0xfoobar/status/1713931735086313788 22:40 Analyzing the Trade https://twitter.com/john_j_brown/status/1713927067337646410 23:30 Larry Fink https://twitter.com/pythianism/status/1714026700894359838 24:50 SEC Getting Involved https://x.com/JSeyff/status/1714987065664766303

25:50 Uniswap Fees https://twitter.com/haydenzadams/status/1713987105666265113 27:40 People are Upset https://x.com/econoar/status/1713998895079145858 https://twitter.com/NTmoney/status/1714023810586804732 30:50 Nuanced Takes https://x.com/jessewldn/status/1714023895164920267 https://imgur.com/srTluvB https://imgur.com/52GHn8p 32:25 Closing Thoughts https://x.com/hosseeb/status/1714092908415156365 https://twitter.com/RyanSAdams/status/1714009148147241042 https://twitter.com/trustlessstate/status/1714123412904267857 38:25 Uniswap Stats https://dune.com/hagaetc/dex-metrics https://twitter.com/1kbeetlejuice/status/1714096389024579796 https://app.blockworksresearch.com/analytics https://twitter.com/tomkysar/status/1714397906629783671

44:00 SBF Trial Continues https://futurism.com/the-byte/legal-experts-sbf-deep-trouble https://blockworks.co/news/sam-bankman-fried-trial-day-10 https://www.theblock.co/post/256368/blockfi-ceo-points-finger-at-alameda-ftx-for-collapse-of-crypto-lender-during-testimony-at-sbf-trial https://twitter.com/innercitypress/status/1713711029614448686

51:05 Scroll Mainnet Live https://twitter.com/Scroll_ZKP/status/1714286874020528554 https://www.youtube.com/live/FWzdCbFXAy8?si=LYpHH1xGkncyAUUh https://www.bankless.com/airdrop-hunter 52:50 Coinbase Perpetuals https://x.com/coinbase/status/1714642518678155709 https://www.coingecko.com/research/publications/crypto-derivatives-market 57:40 Elizabeth Warren vs Crypto https://x.com/RyanSAdams/status/1715026122704900217 https://x.com/KMSmithDC/status/1714007648364880282 1:01:30 Fighting Back https://www.bloomberg.com/news/articles/2023-10-13/sec-won-t-ask-court-to-reverse-its-decision-on-spot-bitcoin-etf https://twitter.com/JSeyff/status/1712935855877128662 1:02:10 EtherFi Token https://x.com/ether_fi/status/1714695381957902428

1:05:00 Jimmy Zhong https://www.cnbc.com/2022/11/07/feds-seize-3point36-billion-in-bitcoin-the-second-largest-recovery-so-far.html https://www.cnbc.com/2023/10/17/crypto911.html?taid=652e795bddbbd60001a5835f

1:11:30 Protecting Citizens https://twitter.com/shaughnessy119/status/1714384326467399858 1:12:15 MEV Searchers https://appointmenttrader.com/ 1:14:45 Mirroring the Stock Market https://twitter.com/degenspartan/status/1713030953193591084 1:16:40 Permissionless Finance https://twitter.com/ErikVoorhees/status/1712229910477967781

1:17:30 What Ryan’s Bullish On https://u.today/joseon-blockchain-ecosystem-introduces-first-ever-virtual-nation-state https://www.joseon.com/l/en-US/ https://joseon.cloud/JoseonWhitepaper.pdf 1:22:30 What David’s Bullish On

1:25:20 MEME of the Week https://vxtwitter.com/tomkysar/status/1714066425071984992?s=46

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

Crypto in Hong Kong with Sandy Peng Oct 18, 2023

Joining us today from Hong Kong is Sandy Peng. Sandy is here to tell us what crypto is like on the other side of the world, walking us through regulations, adoptions and bringing us fully up to speed on the landscape in Hong Kong.

For many of us this episode is a 0 to 1 moment in understanding around crypto in Hong Kong and more broadly China. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 Bankless Podcast Survey: https://forms.gle/Ai5qpCJjQPhAErPr8 ------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q4

🦊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

----- RESOURCES

Sandy https://twitter.com/SandyPeng1 ----- CHAPTERS 0:00 Intro 5:53 Hong Kong History 10:08 What is Hong Kong Like 12:27 Why Hong Kong is Successful 15:28 Innovators and Regulators 19:11 HK & China Relationship 26:35 Why is HK opening its Doors to Crypto 28:52 Crypto in HK 37:21 Has HK Put Its Foot on The Gas? 40:42 The Silicon Valley Of China 43:08 Stablecoin Legislation 45:08 How Crypto Friendly is HK? 46:54 Why Move To HK? 50:50 DeFi 54:46 Crypto Projects in HK 56:33 Watch The Debrief ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Scroll zkEVM Mainnet Launch with Sandy & Toghrul Oct 17, 2023

The rollup wars are alive well! Scroll just launched their zkEVM to Ethereum mainnet. We invited Scroll's Co-Founder, Sandy Peng and Scroll's Senior Researcher, Toghrul Toghrul Maharramov on the show.

In today's episode, we discuss why Sroll is exciting, how it is different than other rollups. what’s next, and of course, wen token.

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

------ 📣 Bankless Podcast Survey: https://forms.gle/Ai5qpCJjQPhAErPr8

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q4

🦊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

----- TIMESTAMPS:

0:00 Intro 6:04 Scroll Mainnet Live 6:30 Why Is Scroll Mainnet Unique? 9:25 EVM Equivalence Importance 16:30 Apps Compatibility 17:50 Importance of Scroll Rollup 20:17 Why ZK is the Holy Grail 26:30 What to do on Scroll & Why Scroll 32:47 Stitching L2s Together 39:40 What's Next For Scroll 44:30 Toghrul Disagreements 49:00 Wen Token? 50:00 Closing & Disclosures

----- RESOURCES:

Sandy https://twitter.com/SandyPeng1

Toghrul https://twitter.com/toghrulmaharram

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

192 - Cryptodollars Are the New Eurodollars with Nic Carter Oct 16, 2023

Cryptodollars are the new Eurodollars. What are Eurodollars, though? Well, we get into that in today’s episode with 8-time repeat Bankless guest, Nic Carter. Nic is a partner at Castle Island Ventures, Fidelity alumni, co-founder and board member of Coin Metrics, and a prolific writer of editorials and academic articles alike, Nic is also a believer that the halvening is always priced in, he’s a stablecoin connoisseur, an onchain wizard, and an unlicensed vespa driver.

------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-nic-carter-stablecoins

There’s over $10 trillion dollars worth of Cryptodollars out there and Nic believes that number could grow even bigger. Stablecoins are often called crypto’s killer app, however, Nic thinks we aint seen nothing yet!

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

------ 📣 a16z Startup School | Apply Before Oct. 20th https://bankless.cc/a16z-startup-school

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q4

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

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

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

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

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

------ TIMESTAMPS

0:00 Intro 8:25 Stablecoin Tribe 10:20 The State of Stablecoins in 2023 13:40 Stablecoin’s Product Market Fit 17:16 Stabelcoin Haters 19:00 Growth of the Euro-Dollar Market 21:04 Euro vs. Crypto Dollars 24:30 Federal Reserve History 34:45 Stablecoin Incentives 37:00 Euro-Dollar vs. U.S.-Dollar Backing 43:00 Circle 45:40 PYUSD 46:56 Crypto-Dollars vs. Euro-Dollars 51:15 Why the Rise of Stablecoins? 55:57 Democratic Inclusion of Crypto-Dollarization 59:19 Chart 1:03:05 Tokenized Treasury 1:07:16 Regulatory Idea Maze 1:15:00 Big Banks 1:19:30 Stablecoin Roadmap 1:24:57 Crypto Bullishness 1:28:52 Stablecoin Predictions 1:32:12 Closing & Disclaimers

----- RESOURCES

41:30 ETF Takes https://x.com/EricBalchunas/status/1708865693481836849?s=20 https://x.com/EricBalchunas/status/1709187579352875039?s=20 https://x.com/vaneck_us/status/1709353826937889152?s=20 https://twitter.com/brianquintenz/status/1708966869284073929?s=46 https://twitter.com/NateGeraci/status/1708954390701236544 https://x.com/EricBalchunas/status/1709552867088924820?s=20

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

ROLLUP: SBF vs Caroline Ellison | Sam Altman on Joe Rogan | ETH Predictions Oct 12, 2023

Bankless Weekly Rollup 2nd Week of October

----- 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables ------ 📚 a16z Startup School | Applications are now open! https://a16zcrypto.com/crypto-startup-school/?utm_source=bankless&utm_medium=podcast&utm_campaign=css_london&utm_id=css ------ 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

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

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

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

3:30 Markets 6:30 Inflation https://www.cnbc.com/2023/10/12/cpi-september-2023.html

11:00 Why Americans Have Crypto https://twitter.com/jp_koning/status/1711714224664186943

14:05 ETH Validator Queue https://www.validatorqueue.com/

16:45 Friend.tech Surpassed Bitcoin https://twitter.com/tokenterminal/status/1710024292992163889

17:45 Tron vs Bankless https://www.bankless.com/tron-trx-bull-bear

22:00 ETH Predictions https://www.theblock.co/post/255860/ethereum-eth-price-standard-chartered-bank

27:00 SBF Trial https://compote.slate.com/images/c8708922-4b13-418c-a8be-af557e45079e.jpeg

28:20 Gary Wang https://twitter.com/emilydparker/status/1711797258302243182?s=46

33:00 Caroline Ellison vs SBF https://www.nytimes.com/2023/10/10/technology/caroline-ellison-sam-bankman-fried-trial.html

41:30 Thai Escorts (Not Taiwanese, David!) 44:05 SBF’s Ambitions https://x.com/innercitypress/status/1711806222117027840?s=20 https://twitter.com/byzgeneral/status/1711864012567093287

47:45 Hamas Crypto Accounts https://www.theblock.co/post/255679/israeli-authorities-have-frozen-hamas-linked-crypto-accounts-report https://www.wsj.com/world/middle-east/militants-behind-israel-attack-raised-millions-in-crypto-b9134b7a

50:22 Critical Context https://twitter.com/samlyman33/status/1712209368450511162?s=46

51:33 Getting Drafted https://twitter.com/AmMuroch/status/1711980124021669941

52:30 Ray Dali on War https://www.linkedin.com/pulse/another-step-toward-international-war-ray-dalio/

53:30 Farcaster Goes Permissionless https://twitter.com/dwr/status/1711828728865849505

54:00 Five Shades of Lido https://notes.ethereum.org/@mikeneuder/magnitude-and-direction

58:10 Sam Altman on Joe Rogan https://ogjre.com/episode/2044-sam-altman

1:01:05 Trader Joe Getting Sued https://twitter.com/Blockworks_/status/1711705702287200497?s=20

1:02:00 Uniswap zkEVM https://x.com/okutrade/status/1709916468219981977?s=20

1:04:30 Questions from the Nation https://bankless.cc/GetClaimables

1:08:10 When to Sell https://twitter.com/cburniske/status/1711064578212475360?s=20

1:10:10 Cars vs Shoes https://twitter.com/0xMidnight/status/1710409447187632611

1:10:50 What David’s Bullish On https://www.bankless.com/vampire-season-diva 1:15:50 What Ryan’s Bullish On 1:21:00 MEME of the Week https://twitter.com/Crypto_McKenna/status/1711851523657830561

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

Introducing Rainbow Wallet Browser Extension With Mike Demarais Oct 11, 2023

Today we welcome to the show today Mike (Rainbow) Demarais. The co-founder of Rainbow Wallet who is here to walk us through Rainbow's newest creation, the browser extension. ----- 🏹 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 ⁠

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

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

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

------ TIMESTAMPS

0:00 Intro 4:33 Why Did You Make Rainbow? 7:54 Reading The Market 9:49 Solving Wallet Management 11:34 Wallet Management 13:07 Using Ledger's 14:32 Rainbow Walkthrough 18:30 Network Switching 22:07 Bridging 25:04 Fiat Onramp 30:25 Rainbow Roadmap 33:06 Design in Web3 36:23 Rainbow Kit 39:17 Public Good?

----- RESOURCES

Rainbow: https://rainbow.me/

Mike: https://twitter.com/mikedemarais

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

What the ETH Futures Approvals Mean for Crypto with Eric Balchunas Oct 10, 2023

Last week was unprecedented, to say the least. Several, yes that’s right, not 1, not 2, but several ETH Futures ETFs launched last week for the first time in the U.S.!

What does this mean for crypto? Volumes have been surprisingly low. Is it a surprise? Will volumes pick up? Regardless, of whether they do or don't, what do all of these ETH ETFs mean for crypto? Are Bitcoin ETFs next?

We brought on Eric Balchunas to help us answer the above and much more. is an analyst at Bloomberg Intelligence focused on exchange-traded funds. Eric is an analyst at Bloomberg Intelligence focused on exchange-traded funds.

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

------ 📣 a16z Startup School | Apply Before Oct. 20th https://bankless.cc/a16z-startup-school

------ 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 ⁠

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

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

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

------ TIMESTAMPS

0:00 Intro 7:12 Why ETF Week Was Unprecedented 11:15 Magnitude of Many Launches 16:40 Futures Less Than Spot? 18:25 ETHE vs. Futures 23:43 Is ETH a Security? 28:28 Why Do We Care About ETH ETFs? 32:40 Spot Approval Interpretation 37:23 Scope of the Opportunity 46:50 Timing Predictions of Spot Approvals 51:00 Gensler Preventing Spot Approval? 55:30 Eric’s Twitter 57:00 Closing & Disclaimers

----- RESOURCES

Eric Balchunas https://twitter.com/EricBalchunas

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

191 - Danny Ryan's Case Against Lido Oct 09, 2023

Danny Ryan is a coordinator at the Ethereum Foundation. He’s been on Bankless many times before. Usually, we’re talking about the Ethereum roadmap and what’s coming next. This time we’re talking about something different…a risk to Ethereum that Danny sees. A little over a year ago, Danny wrote a blog post titled “The Risk of LSDs”... discussing the various risk vectors that a dominant LSD presents to Ethereum…even naming Lido specifically in the process.

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

------ A lot of people have decided that liquid staking with Lido is the place to do it. At the time of recording Lido has over 30% of all staked Ether. Does this present a systemic risk to Ethereum?

We did an episode called, “In Defense of Lido” with researcher Hasu who argued that Lido does not pose a systemic risk to Ethereum. In fact, Lido’s dominance is better than many other alternatives. We left that conversation half-finished when we published it in August 2023.

In today’s episode, we cover part two of that debate with Ethereum researcher and guest Danny Ryan who argues the opposite. Lido is a systemic risk to Ethereum and what to do about it.

We believe our role as podcasters for issues like this is to voice both sides of the argument in long-form conversations and healthy debate. It is exactly the kind of thing you don’t get on Twitter. That’s why we’ve given voice to both sides of this issue.

We think there are good actors who care about this ecosystem at Lido and in the broader Ethereum community and we’re sure this episode won’t be the last word on this subject.

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

------ 📣 a16z Startup School | Apply Before Oct. 20th https://bankless.cc/a16z-startup-school

------ 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

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

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

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

------ TIMESTAMPS

0:00 Intro 7:41 Is Lido a Threat to Ethereum 8:57 Blog Post Thinking Change? 19:30 Uniswap 21:20 Theoretical Main Risks 25:45 God Mode 27:20 Practical Main Risks 34:00 Hasu Counter-Arguments 38:25 Permissionless Validator Set Mitigation 42:30 Veto Power Mitigation Argument 46:55 How Likely is the Lido Risk? 51:26 Client Team Positioning 55:00 How Special is the Lido Case? 57:45 One LST Inevitability 1:02:30 Solutions 1:06:55 Profit Maximization 1:09:00 Action Steps For Ethereum Decentralization 1:11:53 Can Ethereum Devs Do Something? 1:20:10 Hasu Questions Answered by Danny 1:22:45 Magnitude of the Lido Threat 1:24:20 How Can Lido Fix This? 1:25:59 Stick & Carrot for Lido 1:26:27 Silverlining of Lido Threat 1:29:05 Next Conversations 1:32:16 Closing & Disclaimers

----- RESOURCES

Danny Ryan https://twitter.com/dannyryan

Danny Ryan Blog Post https://notes.ethereum.org/@djrtwo/risks-of-lsd

Hasu’s Bankless Interview https://youtu.be/IfuUdIblfrY

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

ROLLUP: SBF Trial Underway | ETH ETFs Are Here | Ripple Wins Again Oct 06, 2023

WRU 1st Week of October ----- 🏹 Airdrop Hunter is HERE, join your first HUNT todayhttps://bankless.cc/JoinYourFirstHUNT ------ 📚 a16z Startup School | Applications are now open! https://a16zcrypto.com/crypto-startup-school/?utm_source=bankless&utm_medium=podcast&utm_campaign=css_london&utm_id=css ------ 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 ⁠

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

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

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

------ TIMESTAMPS & RESOURCES

0:00 Intro

4:57 MARKETS https://www.growthepie.xyz/

8:14 Uptober or Rektober? https://twitter.com/stackhodler/status/1708421490264166754

11:00 Arthurs Take https://twitter.com/cryptohayes/status/1709775837271388267?s=46&t=LKBC7Qtm18FnZ380xCF2pA

12:14 US Debt is Insane https://x.com/zerohedge/status/1709321746673786896?s=20

13:40 China is Selling https://apolloacademy.com/wp-content/uploads/2023/10/China_Outlook_Oct3_2023.pdf https://www.cfr.org/blog/how-hide-your-foreign-exchange-reserves-users-guide

18:43 SBF Trial Has Begun! https://www.cnn.com/2023/10/03/investing/sbf-trial-jury-selection/index.html https://twitter.com/lex_node/status/1709318776078877071

25:24 Day 2

30:45 Michael Lewis Takes

36:24 Anthropic Plot Twist https://www.theblock.co/post/254667/anthropics-new-raise-could-mean-full-payout-for-ftx-creditors-lawyer

38:05 ETH Futures Derby https://x.com/EricBalchunas/status/1708841958020366838?s=20 https://x.com/EricBalchunas/status/1708953284495708559?s=20 https://x.com/vaneck_us/status/1708113739881337125?s=20 https://x.com/vaneck_us/status/1707888396171977036?s=20

46:01 Grayscale Files For Spot ETF https://twitter.com/EricBalchunas/status/1708822647369273637

48:59 Celestia Launches Token https://twitter.com/CelestiaOrg/status/1706671239572676881 https://x.com/RyanSAdams/status/1706714159235142081?s=20 https://twitter.com/MessariCrypto/status/1707773950732771740?s=20

51:15 Su Zhu Arrested https://www.bloomberg.com/news/articles/2023-09-29/three-arrows-capital-co-founder-zhu-apprehended-liquidator-says

52:43 OP Fault Proofs https://twitter.com/OPLabsPBC/status/1709236296604930487

54:14 SEC Loses again to Ripple https://x.com/BillHughesDC/status/1709345748930748708?s=20

57:38 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1159165917045981245

1:01:21Takes Of The Week https://x.com/mdudas/status/1709350657918939557?s=20 https://x.com/TrustlessState/status/1709002107238432928?s=20 https://twitter.com/RyanSAdams/status/1709219774020899079?s=20

1:06:13 What Are We Bullish On https://x.com/TrustlessState/status/1709343459201499404?s=20

1:08:32 Meme Of The Week https://twitter.com/bulltrapper0/status/1707759825151561943?s=20

1:11:06 Disclosures

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

The 2023 Recession with Coinbase's David Duong Oct 03, 2023

Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu. We’re talking yield curves, election fears, US equities, and if macro economics is even real.

And finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here? ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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 ⁠

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

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

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

----- RESOURCES

David Duong https://www.linkedin.com/in/david-duong-cfa/

Quarterly Outlook: Crypto Markets in 10 Charts https://www.coinbase.com/institutional/research-insights ----- Chapters: 0:00 Intro 9:38 Is Everything Going Alright? 13:09 Is Macro Economics even Real? 16:43 Government Fiscal Spending 21:44 Election Impact 24:11 US Exceptionalism? 29:14 The Impact of Fiscal Stimulus 38:30 How important is Cash? 45:29 US Equities 52:23 Student Loans 56:39 Recession Talk ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

190 - Sergey Nazarov on Chainlink’s CCIP Oct 02, 2023

Sergey Nazarov is the co-founder of Chainlink. Chainlink, you might know as the price oracles for DeFi… providing DeFi with the data it needs to know prices. More ambitious than just prices, Chainlink is aiming to become the interoperability layer between all of TradFi and all of DeFi, acting as a gateway between onchain and offchain data. We’re going to explore that vision today on Bankless.

------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-sergey-nazarov-chainlink

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

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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

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

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

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

------ TIMESTAMPS

0:00 Intro 7:30 The Chainlink Vision 13:59 Offchain Computation 20:35 Why Chainlink Is Here 28:20 Offchain Trust Maximization Technicalities 31:31 Oracle Networks 38:53 Dynamic Automated Inception Marketplaces 45:45 CCIP 1:08:20 Why Swift Is Important 1:14:45 Banks to Blockchains 1:25:18 DTCC Explained 1:31:58 5 Levels of Crosschain Security 1:38:40 Crypto in 2030 1:44:40 Closing & Disclaimers

----- RESOURCES

Chainlink https://chain.link

CCIP https://chain.link/cross-chain

The Five Layers of Cross-Chain Security https://blog.chain.link/five-levels-cross-chain-security/

SmartCon Virtual Signup https://smartcon.chain.link/virtual

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

ROLLUP: Coinbase Crashes DC | Gary Grilled By Congress | Vitalik Deepfakes Sep 29, 2023

WRU Last Week of September ----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS & RESOURCES

0:00 Intro

2:49 MARKETS https://twitter.com/kobeissiletter/status/1707104500341731367?s=46

8:05 JP Morgan Dissapointed With Ethereum https://www.theblock.co/post/252470/jpmorgan-ethereum-shanghai-disappointing https://twitter.com/pythianism/status/1706373977944289470?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

13:54 SEC Decision Delayed https://twitter.com/JSeyff/status/1706771264596050073 https://twitter.com/EricBalchunas/status/1706765369342382197

19:49 ETF Futures Next Week? https://x.com/EricBalchunas/status/1707394842827882826?s=20

17:25 Gary Grilled By Congress https://www.sec.gov/news/testimony/gensler-testimony-committee-financial-services-092723 https://x.com/BanklessHQ/status/1707042914520473953?s=20 https://x.com/BanklessHQ/status/1707060955257987256?s=20 https://x.com/BanklessHQ/status/1707072356802232697?s=20 https://twitter.com/BanklessHQ/status/1707040759059206493/photo/1 27:54 Gary's Identical Twin

29:08 Coinbase In Washington DC https://x.com/coinbase/status/1707184983599677793?s=20 https://x.com/YahooFinance/status/1707121790223258075?s=20 https://twitter.com/blockchaintpsht/status/1707162437512839345 https://twitter.com/haydenzadams/status/1707225322595262929?s=46&t=X0oQ26a3ezptVAZLp1QFaw

32:32 Kevin Owocki's Highlights https://twitter.com/owocki/status/1707217559932543085

35:05 Pudgy Penguins in WalMart https://x.com/Walmart/status/1706784567276040547?s=20 https://x.com/0xLoMel/status/1706708088684683474?s=20 https://twitter.com/LucaNetz/status/1706774209014235313?s=20

40:21 Vitalik DeepFake https://x.com/TrustlessState/status/1706388861545316512?s=20 https://youtu.be/RsIBqExwsT8?si=RmoRx2p7z5TEWvba

43:26 Buenos Aires ID's Coming to Ethereum https://blockworks.co/news/buenos-aires-government-id-ethereum-zksync

44:41 Equities on Kraken? https://twitter.com/deitaone/status/1707082785146495190?s=46&t=LKBC7Qtm18FnZ380xCF2pA

46:41 FriendTech Clones https://twitter.com/DefiIgnas/status/1706322149139447985

49:25 Base Introduces Pessimism https://twitter.com/BuildOnBase/status/1704217177904271827

51:13 Fred Wilson got phished https://avc.mirror.xyz/VUu7-BOTlH2J-qF9SctXr17CLBFx9Xu5xr6sACXehr8

53:46 MicroStrategy Bought More BTC https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/financial-document-archive/form-8-k_9-25-2023.pdf

54:56 Chase Bank is banning crypto payments in the UK https://twitter.com/brian_armstrong/status/1706787540215460155

56:13 OFAC Adding More Sanctioned Wallets https://home.treasury.gov/news/press-releases/jy1763

58:49 Rainbow Wallet Comes To The Web https://twitter.com/rainbowdotme/status/1704900402427166858?s=20

59:19 Raises Of The Week https://twitter.com/banklessvc/status/1706735211080270109?s=46

1:04:27 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1156588932826402866

1:08:01 Takes Of The Week

1:21:36 What Are We Bullish On? https://twitter.com/trustlessstate/status/1706440750911651847?s=46

1:29:14 Meme of The Week https://x.com/BanklessHQ/status/1707152459372564822?s=20

1:23:50 Moment Of Zen https://x.com/vaneck_us/status/1707204049487958255?s=20

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

Fidelity's Bull Case For Ethereum Sep 27, 2023

Joining us today from Fidelity are Chris Kuiper and Jack Neureuter who recently released their Ethereum Investment Thesis report.

On this episode we're asking are the institutions serious about Ether? Has Ether passed through the gauntlet…like BTC? And what does it look like for institutions to actually begin investing in Ether the asset.

Fidelity manages $4.5 trillion dollars, that's many multiples higher than the entire crypto market cap. This is worth paying attention to. ----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

------ TIMESTAMPS

0:00 Intro 7:07 Intro to Chris and Jack 8:50 About Fidelity Assets 12:00 Analyzing Crypto Risk as an Institution 16:42 What do Institutions Think of Ether? 19:17 Comparing Other Assets 23:5 5How Others Can Join Ether and Bitcoin 25:58 Ether and Ethereum 29:44 Is Ether a Money? 40:14 What is Money? 44:13 What Else Competes for Money? 48:38 Thesis Two 51:19 Ether Cash Flow 55:51 The Value of Metrics 1:00:41 Modeling Future Cash Flows 1:08:11 How Has The Report Been Recieved? 1:10:21 Whats Next For Fidelity? ----- RESOURCES

Fidelity's Report on Ethereum: https://www.fidelitydigitalassets.com/sites/default/files/documents/1101895.1.0%20-%20FDAS%20ETH%20Investment%20Thesis%20%2808.14%29.pdf

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

Synthetix: A New Hope with Kain Warwick Sep 26, 2023

In today’s episode, we’re exploring the frontier of the multi-chain Ethereum roadmap. Synthetix has been leading this charge as it pertains to the application layer of Ethereum.

David is joined by Synthetix’s Founder, Kain Warwick in person in David’s Brooklyn studio.

“Synthetix, A New Hope,” is a recent blog post Kain wrote and is a main focus for today’s episode.

----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

------ TIMESTAMPS

0:00 Intro 7:08 Synthetix Networks 8:50 Growth Complexity 9:50 Phases of Complexity of Apps 14:00 Elaborating the Problem Layers 15:25 Paramartizing Risk 19:00 Defining the Problem(s) 21:00 Likelihood of Solution(s) 24:05 3 Paths of Fragmented Liquitidy 31:40 Chainlink’s CCIP 32:50 Optimism 36:00 MakerDAO 36:55 dYdX Model 44:25 Free Market Model 47:00 Other Solution Tools 55:15 Cross-Chain Shared Execution 57:50 Kain & Synthetix Main Focuses 59:00 Timeline 59:50 Other Components of Synthetix 1:02:25 Kain’s Thoughts on Regulation 1:08:13 Final Messages 1:09:15 Closing & Disclaimers

----- RESOURCES

Kain Warwick https://twitter.com/kaiynne

Synthetix, A New Hope https://mirror.xyz/kain.eth/tAXGVKMTYM8K2gUOQq9JDQ1wyV_5Msdlrn_AtmiCGEI

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

189 - Taking Treasury Bills Onchain with Martin Carrica Sep 25, 2023

The overnight fed funds rate is 5.3% but how much are you getting from that in your bank account? How much are you getting from your stablecoins?

Today on the show Martin Carrica walks us through a world in which we can tokenize treasuries instead of just dollars. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-onchain-t-bills/

----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

0:00 Intro 7:16 Intro To Martin 10:37 Risk Free Rate of Return 16:06 Inflation Experience in Argentina 20:41 Why Don't We have Onchain TBills? 22:44 Laws Around Treasuries 27:08 Do The Fed's Want This? 31:53 Don't we Already Have Onchain Treasuries? 37:18 The Next Evolution Of Stablecoins 40:01 How Big Could This Be? 50:12 Cutting Out Commercial Banking 52:21 Explaining The Product 55:57 Onchain Vs Traditional TBills 1:02:51 How Big Can This Get? 1:04:10 Identifying Legit Onchain TBills 1:05:49 Why Doesn't Circle Do This? 1:11:50 Dealing With US Regulation 1:15:02 Central Bank Digital Currency 1:19:02 Can This Start a Bull Market?

----- RESOURCES

Martin on Twitter: https://twitter.com/mcarrica

Martin's article on Stablecoins: https://mcarrica.substack.com/p/stablecoins-are-cryptos-hidden-money

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

ROLLUP: Ethereum Absorbs Alt-L1s | SEC vs. Stoner Cats | Mark Cuban's -$870k Wallet Hack Sep 22, 2023

WRU 4th Week of September

----- Check your wallet with our brand new tool: Claimables 🎁 https://bankless.cc/GetClaimables

------ 📣 LayerZero | Accelerating Web3 Interoperability via GoogleCloud https://bankless.cc/layer-zero

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS & RESOURCES

0:00 Intro 2:50 MARKETS 9:15 Fed Rate - No change! (5.25-5.5%) https://www.nytimes.com/live/2023/09/20/business/fed-meeting-interest-rates 12:10 U.S. Americans Own Crypto? https://www.coinbase.com/blog/a-call-to-action-mobilizing-52-million-crypto-owners-into-an-army-of-1 15:20 Ethereum’s 1st Merge anniversary! https://twitter.com/sassal0x/status/1702629393984803041?s=46 16:25 Bye bye ultra-sound money? https://ultrasound.money/#gas 17:30 L1 is shrinking, but layer-2 networks are maintaining healthy activity https://l2beat.com/scaling/activity

20:39 Are all the chains moving to Ethereum? Rollup Migration to Ethereum - 3 New Ethereum Rollups coming from non-Ethereum ecosystems 21:00 1.1 - Astar Network Sandeep Take https://twitter.com/sandeepnailwal/status/1701990949319254345 23:00 1.2 - Canto https://twitter.com/CantoPublic/status/1703809950290718871 24:00 1.3 - Eclipse https://twitter.com/EclipseFND/status/1704178668543824309 27:35 Ryan Take https://twitter.com/RyanSAdams/status/1703882356468117703 28:40 Mert Take https://x.com/0xMert_/status/1704229795079365101 30:00 Frankie Take https://twitter.com/frankieislost/status/1704262750405587248

37:58 SEC is coming after the Stoner Cats - Gary. V. Cats https://www.sec.gov/news/press-release/2023-178 https://x.com/MikeSeligEsq/status/1701978172487606665 https://twitter.com/loopifyyy/status/1701966597445874124 44:00 Hester Pierce Dissented! - Chief Disenting Officer https://twitter.com/NFTherder/status/1702057933389836293 46:25 SEC warns more charges coming to exchanges and DeFi https://www.coindesk.com/policy/2023/09/19/us-secs-crypto-enforcement-chief-warns-more-charges-coming-to-exchanges-defi/

49:13 New Airdrop! Optimism also announced OP Airdrop #3 https://twitter.com/optimismFND/status/1703837786703335672 50:10 POL Token is coming! MATIC becoming POL. Polygon 2.0 implementation kicked off! 51:00 https://twitter.com/0xPolygonLabs/status/1702280764677578755 1st PIPs: MATIC to POL and launch of Polygon’s new staking layer! https://polygon.technology/blog/polygon-2-0-implementation-officially-begins-the-first-set-of-pips-polygon-improvement-proposals-released 51:25 Arbitrum is restarting Odyssey https://twitter.com/arbitrum/status/1704173003825615353 52:10 Conduit opening Support for Arbitrum: https://x.com/KAndrewHuang/status/1704848429883732256

53:18 Coinbase earned 570 ETH of MEV as a result of Curve hack. Should they return it? https://www.coindesk.com/tech/2023/09/15/coinbase-inadvertently-earned-1m-due-to-hack-but-hasnt-reimbursed-victims/?

57:10 Is Ethereum finally getting a privacy L2? Maybe soon? https://twitter.com/aztecnetwork/status/1704433376525242474

58:25 Infura in its progressive decentralization era https://blog.infura.io/post/progressive-decentralization-of-the-rpc-layer-centralization-to-federation?

59:10 FTX sues SBF’s parents - eating their own aims to claw back some of the $26 million in gifts and property https://storage.courtlistener.com/recap/gov.uscourts.deb.188450/gov.uscourts.deb.188450.2642.0.pdf https://www.cnbc.com/2023/09/19/sbfs-parents-sued-by-ftx-for-millions-of-dollars-in-misappropriated-funds.html

1:00:30 Mark Cuban lost $870,000 in a wallet hack - everyone’s getting hacked https://twitter.com/WazzCrypto/status/1702820716343624168

1:03:38 New ETH ETFs https://twitter.com/JSeyff/status/1701612412456280467 1:03:45 Grayscale ETH Futures ETF https://cointelegraph.com/news/grayscale-files-for-new-ethereum-futures-etf

1:06:25 Questions From The Nation

1:15:30 Takes https://x.com/matthuang/status/1704608186723119329 https://www.paradigm.xyz/2023/09/casino-on-mars Where do you store your wealth? https://x.com/TrustlessState/status/1703986421378245024

1:19:50 What Are We Bullish On https://www.bankless.com/choose-your-bull-market-character-class

1:24:55 Meme of the Week 1:26:15 Risks and Disclosures

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

SVM L2 on Ethereum: Bullish or Bearish SOL? with Neel Somani, Founder, Eclipse Sep 20, 2023

Solana on Ethereum? Solana has a virtual machine called the SVM. Proponents say it’s much better than the Ethereum EVM…multi-threaded execution…now it’s coming to Ethereum in the form of an L2.

Today on the show, we brought on CEO & Co-Founder of Eclipse, Neel Somani. Eclipse is not only a new L2 on the scene, it’s also an L2 framework, kind of like the OP Stack. It’s a superchain contender.

This poses some very interesting questions….who wins? Does this kill Solana?

------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS

0:00 Intro 7:10 Motivations For Eclipse 10:50 Why is the SVM Great? 16:00 How Fee Markets Work? 19:20 Ethereum & Eclipse Pairing 20:25 What Kind of L2 is Eclipse? 23:25 Celestia For Data Availability? 25:30 Security Trade-Offs? 27:30 Transactions on Eclipse 28:00 Economics on Data Availability 33:50 RISC Zero & Eclipse 36:10 Modular Thesis 41:00 Eclipses's Superchain? 44:35 Eclipse Today? 45:20 Winners vs. Losers 46:40 Eclipse vs. Solana 49:00 Bad for $SOL? 52:45 Eclipse Team 53:45 Solana as an L2 55:00 Eclipse Token? 55:45 Future Ecosystems 57:05 Naming This New Tech 58:50 Roadmap 1:00:30 Neel's Bio 1:01:50 Closing & Disclaimers

----- RESOURCES

Neel Somani https://twitter.com/neelsalami

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

Vitalik Buterin: Ethereum For The Future Sep 19, 2023

Vitalik live from Permissionless! On this Episode we discuss what's next for Ethereum. What type of use cases can we create because of the unique properties of crypto? What would Vitalik's new startup be? And we explore what it will look like to successfully navigate the next bull market.

This episode was filmed at permissionless. For the full episode in video form, check out the recording here: https://blockworks.co/event/permissionless-2023/livestreams?room=37736

------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS

0:00 Intro

6:12 Improving Existing Things vs Building New

16:55 Has Vitaliks Expectation of Ethereum Changed?

30:44 Where Would Vitalik Start a Startup

36:27 What Fear is Being Missed?

47:20 Navigating the Next Bull Market

----- RESOURCES

Vitalik:

https://twitter.com/VitalikButerin

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

188 - The Next Ethereum Upgrade: Blobspace 101 with Domothy Sep 18, 2023

Dom, aka Domothy, is a researcher at the Ethereum Foundation who is working on the research and development of some key Ethereum protocol upgrades like EIP4844, danksharding, and MEV Burn. We last had Dom on Bankless about that last one, MEV Burn, and this time we’re bringing him around to fully understand an incoming new property of Ethereum that EIP4844 is going to introduce… a new resource market… called BLOBspace… kind of like Blockspace… but for Blobs!

What are blobs? What is Blobspace? How is it different from blockspace and blockspace markets? What will it do for Ethereum and its rollups? These are the questions we explore with Dom today.

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

You know how we say blockchains sell blocks? Well, soon Ethereum’s going to be selling more than just blocks. It’s going to be selling blobs too.

We’re just a few months out from the biggest Ethereum release since the merge and no one’s fully mapped out the implications. But it’s going to be huge.

- Ethereum’s getting a new product to sell… it’s called Blobspace - The cost of transacting on L2s is about to drop toward zero… - The economics of ETH gas and the burn are about to change forever…

Blobspace, EIP4844, proto-danksharding…that’s what the geeks call this new ETH feature upgrade.

This is everything you need to know about Blobspace with Ethereum Researcher Domothy in this absolute banger of an episode.

------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS

0:00 Intro 7:20 Why We’re Doing This Episode 8:45 Blobspace 9:40 History of Blobspace 11:30 Sharding & Dead Ends 14:00 Execution Sharding 16:50 Layers of a Blockchain 21:00 Ethereum Rollups 22:50 Vitalik’s Thought Process 26:10 Ethereum Development Hidden Genius 30:00 Current State of Ethereum 34:00 What is a Blob? 39:25 Blobspace Explained 44:20 Validator’s Perspective 47:00 Data Availability vs. Storage 56:31 User’s Perspective 1:00:30 How a Blob Becomes a Blob 1:04:00 Properties of Full Danksharding 1:05:20 New Math & Tech Behind Blobs? 1:12:00 L2 Blobspace & Scaling Factors 1:15:40 Blobspace Economics 1:20:00 Block vs. Blobspace Balancing 1:23:20 L2s Competing For Blobspace 1:32:10 Ethereum Subsidiaries 1:39:00 What’s Next? 1:41:30 Closing & Disclaimers

----- RESOURCES

Domothy https://twitter.com/domothy

Domothy article on Blobspace https://domothy.com/blobspace/

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

Why MetaMask Snaps is a Big Deal with Co-Founder, Dan FinIay Sep 15, 2023

MetaMask just released MetaMask Snaps at Permissionless II. Why is this such a big deal? Is this crypto’s “Chrome extension” moment? Is this how we onboard crypto’s next billion users? We welcome creator and Co-Founder of MetaMask, Dan Finlay on the show to help us explore all of these questions and much more.

------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS

0:00 Intro 5:05 MetaMask Snaps Explained 7:55 Extensions 10:50 MetaMask Snap Demo 22:40 Sci-Fi Snaps 26:23 Mobile 27:10 Chrome Extensions 28:45 Permissionless Snaps? 32:34 Snaps Multi-Year Journey 38:28 Are Snaps Secure? 42:55 What Info Should Snaps Have? 46:30 Smart Contract Wallets 48:25 Account Abstraction Wallet 50:24 Safe UX 52:50 What Devs Need to Know 54:50 Closing & Disclaimers

----- RESOURCES

Dan FinIay https://twitter.com/danfinlay

MetaMask Snaps https://metamask.io/snaps/

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

ROLLUP: CFTC's Attack On Crypto | FTX Offloading Billions | Live From Permissionless! Sep 14, 2023

WRU 3rd Week of September Live From Permissionless! ----- Check your wallet with our brand new tool Claimables 🎁 https://bankless.cc/GetClaimables ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS & RESOURCES

0:00 Intro 3:45 Permissionless Recap 9:06 MARKETS https://pro.kraken.com/app/trade/btc-usd https://pro.kraken.com/app/trade/eth-usd https://pro.kraken.com/app/trade/eth-btc

12:08 Friend.Tech vs Ordinals https://twitter.com/tyler_did_it/status/1700515163906912637?s=46 https://dune.com/dgtl_assets/bitcoin-ordinals-analysis https://twitter.com/0xcygaar/status/1700557505330307308?s=46

19:43 CFTC settled charges against DeFi https://www.cftc.gov/PressRoom/PressReleases/8774-23 https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement090723 https://twitter.com/lex_node/status/1699912782416658605 https://twitter.com/antonttc/status/1699935302616482204?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/jchervinsky/status/1699934869118190054?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/CFTCpham/status/1699936965259673934

28:44 Gary Doubles Down https://www.banking.senate.gov/imo/media/doc/gensler_testimony_9-12-23.pdf https://twitter.com/WatcherGuru/status/1701609274278080516?s=20 https://x.com/TrustlessState/status/1701287340314878430?s=20

33:16 Spot Bitcoin ETF https://blockworks.co/news/franklin-templeton-bitcoin-etf https://www.youtube.com/live/EdDsqW9CYys?si=SnCsraZBGR_0Z8Tx&t=12259

35:11 FTX Offloads Billions https://twitter.com/milesdeutscher/status/1701261775600025906 https://twitter.com/nobrainflip/status/1700586113251906017

40:42 Ethereum News https://twitter.com/mikeneuder/status/1701224774884643167

43:48 Metamask Snaps https://metamask.io/snaps/

45:42 Vitalik Hacked https://twitter.com/OlimpioCrypto/status/1700677246393155657 https://warpcast.com/vitalik.eth/0xb23618 https://x.com/TimBeiko/status/1700659107764785336?s=20

50:21 Espresso is partnering with Offchain Labs https://twitter.com/EspressoSys/status/1701318209624834466?t=w9VTlOJo75aT8H8olmw2QA&s=19

52:04 NFT News https://twitter.com/huntersolaire_/status/1701191292221292978?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g

54:33 Jailed for 11,196 Years https://www.bbc.com/news/world-europe-66752785

55:45 FBI Investigates DCG https://www.bloomberg.com/news/articles/2023-09-07/winklevoss-claims-fuel-us-investigation-of-barry-silbert-s-dcg-crypto-empire?sref=QkiN9npb

57:10 Claimables Launch! https://www.bankless.com/claimables?ref=home-promo-banner https://twitter.com/NiftyMateo/status/1701315423495487677?s=20

58:27 Blockworks Analytics https://x.com/blockworksres/status/1701990215907475499?s=20

59:29 LayerZero x Google Cloud https://medium.com/layerzero-official/layerzero-x-google-cloud-7b4784873071

1:04:02 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1149342327240933538

1:05:59 What Are We Bullish On

1:10:01 Meme of the Week https://x.com/josephdelong/status/1701937546484158876?s=20

1:10:38 Risks and Disclosures ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Surveillance Finance 101 with Seth Hertlein and Michael Mosier Sep 12, 2023

Seth Hertlein, VP Global Head of Policy at Ledger, and Michael Mosier, Co-Fouder of legal boutique Arktourous, Build Exante - FinCEN, Treasury, and Chief Technical Counsel at Chainalysis join us on today’s show to explain the modern financial surveillance apparatus. FATF, FinCEN, AML/KYC, OFAC...the blacklists, the greylists. How does it all work? Who makes the rules?

------ 🎁 Check your wallet with our brand new tool: Claimables https://bankless.cc/GetClaimables

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS

0:00 Intro 9:10 Financial Surveillance 13:10 Data Collection 17:10 The Bank Secrecy Act 20:30 SARS 23:10 Understanding the Enforcers 30:30 Goals for FINCEN 38:55 OFAC Explained 51:11 Strict Liability 56:26 Process of Getting OFAC SDN List 1:00:50 Tornado Cash 1:11:05 What Should We Do? 1:21:05 Closing & Disclaimers

----- RESOURCES

Michael Mosier https://twitter.com/m_mosier_

Seth Hertlein https://twitter.com/SethHertlein

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

187 - The Ethereum Attestation Service Sep 11, 2023

On today’s episode we welcome Bryce Patrick and Steve Dakh from the Ethereum Attestation Service. EAS is a new public good, open, permissionless, and token free. Is this the key unlock for decentralized identity through crypto? ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-eas/ ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS

0:00 Intro 7:27 What is an Attestation? 11:51 Attestations as a Primitive 14:35 What Are The Good For? 19:15 Defining Identity 22:39 Primitive Before the App 25:55 What is EAS? 30:31 Attestation Form Factors 36:51 Use Cases 40:19 EAS Growth Goals 42:17 Why Do We Need Attestations? 46:10 Why Build This on Ethereum? 52:46 Who is Using EAS and For What? 1:00:04 Web2 vs Web3 Attestations 1:05:17 Decentralized Reputation 1:08:05 The App Layer on Top of EAS 1:15:08 Privacy 1:19:48 Comparing To Sign In With Ethereum 1:21:22 How is it Funded? 1:25:08 Soulbound Tokens 1:30:00 Closing and Disclaimers ----- RESOURCES

EAS https://twitter.com/eas_eth https://attest.sh/

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

David's Takes: The Burning Man Network State Sep 10, 2023

FULL ARTICLE: https://www.bankless.com/davids-takes-burning-man

David just got back from the Black Rock Desert, Nevada, where, for one week of the year, tens of thousands of people congregate for the annual Burning Man festival.

The parellels Crypto and Burning Man are strong, but it's not until participating in both that you can concretely grasped why. So, David went to Burning Man to go see what all of the excitement was about.

And Bankless Nation… like Crypto, Burning Man is a rabbit hole.

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

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

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

ROLLUP: Solana’s MakerDAO & Visa Win | Base L2 Halted | Uniswap Court W | Justin Bieber NFT Drop Sep 08, 2023

WRU 2nd Week of September

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

------ 📣 AAVE V3 is Here! http://app.aave.com/

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

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

----- TIMESTAMPS & RESOURCES

0:00 Intro 3:55 MARKETS 5:25 L2 TLV and Scaling Factor https://thedefiant.io/starknet-activity-surges-on-token-speculation 7:15 Crypto wealth stats - David how many crypto millionaires do you think there are? https://www.henleyglobal.com/publications/crypto-wealth-report 9:10 U.S. deficit explodes despite growing economy https://twitter.com/jasonfurman/status/1698391469881455098 https://twitter.com/jasonfurman/status/1698391482724442607 13:40 Wen BTC ETF? https://twitter.com/EricBalchunas/status/1696887691122548798 https://twitter.com/JSeyff/status/1697360209453187085 https://twitter.com/EricBalchunas/status/1699480838868517273 17:35 Uniswap Spot volume surpassed Coinbase in spot trading volume in 2023 https://twitter.com/RasterlyRock/status/1694039760745152761

20:25 Maker DAO’s endgame on Solana? https://twitter.com/RuneKek/status/1697623700013822244 28:50 Vitalik sold his entire remaining stake of 500 MKRs https://twitter.com/OnchainDataNerd/status/1697941332826923348 https://twitter.com/aeyakovenko/status/1698182686568018238 31:00 Justin Leroux https://twitter.com/0xMidnight/status/1697634909706215604 32:00 Foobar https://twitter.com/0xfoobar/status/1698832035647787513 38:55 Visa expanded its stablecoin settlement to Solana https://twitter.com/cuysheffield/status/1699031134229926284

41:39 Base had a delay in block production https://twitter.com/buildonbase/status/1699192035553812658

46:00 Court sides with Uniswap over class action suit https://twitter.com/eleanorterrett/status/1696918343943340235 https://www.docdroid.net/APrJolt/risley-v-uniswap-pdf https://twitter.com/haydenzadams/status/1696991910370411003 https://twitter.com/BillHughesDC/status/1696998957526696405

1:07:19 Questions From the Nation

1:13:50 Takes of The Week https://twitter.com/pythianism/status/1699594987892256889 https://twitter.com/RyanSAdams/status/1696957206116315566

1:18:30 What Are We Bullish On? https://twitter.com/ckc12_rb/status/1675159167940587520 https://twitter.com/cathsimard_/status/1675150596570230785 https://twitter.com/TrustlessState/status/1675165817569439744 https://twitter.com/cathsimard_ https://twitter.com/mattmedved/status/1697795471803297847

Ryan: Bankless is releasing Claimables! https://imgur.com/a/w9f2r0B

Meme of The Week & Moment of Zen https://twitter.com/RyanSAdams/status/1699782057793372342

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

186 - The Blockchain Trilemma - ETH Vs SOL Vs ATOM with Mike Ippolito Sep 04, 2023

Today we're joined by Mike Ippolito, co-founder at Blockworks, who's here to breakdown his take on the Blockchain trilemma and how Ethereum, Solana, and Cosmos chains all attempt to solve it.

This wide ranging interview asks great questions and shines a light on what a multi-chain future might look like. ------ ✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-blockchain-trilemma/ ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader ----- Resources:

On the margin podcast: https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079

Mike: https://twitter.com/mikeippolito_ -----

TIMESTAMPS

0:00 Intro 6:13 Intro To Mike 11:16 The Three Frontiers 19:11 Recap and Overview 25:58 Different Approaches to The Scalability Trilemma 31:42 Explaining PEPC 36:13 A Point By Point Walkthrough 45:29 Ethereum Vs The Invisible Hand 56:58 Should The Free Market Be in Control? 1:01:11 Moloch 1:08:13 Solo Validators 1:10:31 Defining Decentralization 1:15:49 Power Law Winners 1:19:03 Roll Apps vs App Chains 1:29:09 Defining Soverign Rollups 1:33:29 Sequencer Incentives 1:36:20 Exploring The Superchain 1:41:31 Price Discovery on Chain 1:44:15 Making Crypto Accessable 1:48:50 Permissionless Panel 1:51:29 Outro and Disclaimers

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

ROLLUP: What Grayscale's Win vs The SEC Means For The Next Bull Market Aug 31, 2023

WRU 1st Week Of September ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 AAVE V3 is Here! http://app.aave.com/ ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

Scaling Ethereum To The Next Level with zkEVM Aug 30, 2023

Joining us today for this deeply technical conversation is RiscZero CEO Brian Retford and Justin Drake. RiscZero is attempting to create a zkEVM for Ethereum that will require such low compute requirements that validators could be run on smart watches and mobile phones.

Moderated by Justin Drake, we take a look at the implications this tech can have on the future of Ethereum. ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

----- TIMESTAMPS 0:00 Intro 7:47 Validator On Your Smartwatch 12:16 Bandwith Requirements 15:00 Implications for mainnet scaling 18:57 Is This Our Multi-Core Moment? 21:35 What is RiscZero? 27:57 Why Build a zkEVM? 32:00 TLDR Summary 35:42 The 3 Steps To Snarks 41:40 Performance Unlocks 43:59 How close are we to all this? 51:54 How Secure is This? 57:34 Licensing this Tech 59:59 RiscZero Business Model? 1:03:53 What’s Next on The Roadmap? 1:06:15 Core Values of RiscZero 1:07:54 How Does Ethereum Look in 5 Years?

---------- Resources:

The Sci-Fi roadmap to Ethereum: https://www.youtube.com/watch?v=6_NXxcGe7Ts

Brian: https://twitter.com/BrianRetford

Justin: https://twitter.com/drakefjustin

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

185 - The Superchain Explained with Jesse Pollak & Ben Jones Aug 28, 2023

On today’s episode we brought on repeat Bankless guests, Ben Jones, Co-Founder of Optimism and Creator of Base, Jesse Pollock.

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

----- Base! Coinbase’s Layer 2 has almost hit 1 million users in 2 weeks. It has more transactions per second than Ethereum mainnet. Jesse digs into the magnitude of this development. Base chain was built on Optimism’s tech stack. This is just 1 chain of many thousands we’ll see over the coming years. How do we tie them all together? Ben dives into all things Superchain. The Superchain is how we bring 1 billion people onchain.

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

------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

----- TIMESTAMPS

0:00 Intro 7:42 Base Launch Reflection 9:53 Optimism’s Reflection 11:35 Coinbase x Optimism Collaboration 17:14 OP Stack Incentives 23:43 Base’s Impressive Numbers 26:26 Explaining the Superchain 31:40 Why Join the Superchain? 33:55 The Law of Chains 45:26 The Coinbase Onchain Formula 51:15 Base Part of Optimism Governance 58:40 What About Other L2s? 1:04:56 Optimism Collective’s Fee 1:08:25 The Tech Behind the Superchain 1:13:34 Superchain Timeline 1:15:45 Fault Proofs 1:18:36 Risk Profile of Base 1:22:15 Optimism’s Governance Minimization 1:24:10 Wen Fault Proofs & Stages 1:30:00 How Many Clients Does Optimism Have? 1:33:36 Near Term Focus For Base 1:37:01 Near Term Focus For Optimism 1:38:27 Closing & Disclosures

----- RESOURCES

Jesse Pollock https://twitter.com/jessepollak

Ben Jones https://twitter.com/ben_chain

The Law of Chains https://gov.optimism.io/t/law-of-chains-v0-1-full-draft/6514

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

ROLLUP: Under Attack - Crypto, Freedom, & Privacy Aug 25, 2023

WRU 4th Week Of August ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap%E2%81%A0

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

----- TIMESTAMPS & RESOURCES 0:00 Intro

5:14 MARKETS

7:22 L2 Economics https://dune.com/niftytable/rollup-economics https://twitter.com/0xbreadguy/status/1686040103989190656?s=46

14:39 Why Did We Dump? https://watcher.guru/news/wp-content/uploads/2023/08/TOTAL_2023-08-18_09-54-05.png

16:50 Arthur Hayes Article https://cryptohayes.medium.com/kite-or-board-64bc45d49931

21:03 Mantle DAO staked 40K ETH https://twitter.com/LidoFinance/status/1693578509413654990?s=20

24:12 Tornado Cash Case https://home.treasury.gov/news/press-releases/jy1702 https://www.coincenter.org/new-tornado-cash-indictments-seem-to-run-counter-to-fincen-guidance/ https://twitter.com/NeerajKA/status/1694474067678822410?s=20 https://twitter.com/sethforprivacy/status/1694434785454698979?s=20 https://twitter.com/sethforprivacy/status/1694434807004991545?s=20 https://twitter.com/sethforprivacy/status/1694434795646808118?s=20 https://twitter.com/jchervinsky/status/1694423912321274148?s=20 https://twitter.com/ameensol/status/1694396049430118521?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/ameensol/status/1694736128220483629?s=20

45:45 Coinbase Tornado Cash Lawsuits https://twitter.com/billhughesdc/status/1692256433818001792?s=46&t=LKBC7Qtm18FnZ380xCF2pA https://twitter.com/iampaulgrewal/status/1692260842585350334

51:43 Friend.tech continue shaking with CT https://twitter.com/RyanSAdams/status/1693799871197622344?s=20 https://twitter.com/sassal0x/status/1693803825747107973?s=20 https://twitter.com/moonoverlord/status/1693364919637344535?s=46 https://twitter.com/AutismCapital/status/1693759402908815480?s=20 https://youtu.be/AVZlvnex4Gw?si=7m3COBp9iOe3HXqM https://twitter.com/ercwl/status/1694157222597521893?s=46

53:18 Is Binance in trouble? https://www.wsj.com/finance/binance-cryptocurrency-russia-sanctions-ddb948c3 https://twitter.com/Travis_Kling/status/1694042353797824764

58:19 Coinbase and Circle formally melding https://twitter.com/jerallaire/status/1693719963565969654?s=46&t=iahr7Lh5v08SSM_Ery-bGw

59:05 Dencun Devnet! https://twitter.com/parithosh_j/status/1691927807230677133?s=20

1:01:08 EigenLayer Updates https://restaking.nethermind.io/

First Squad Block Proposed https://twitter.com/trustlessstate/status/1694511259020837036?s=46

Scroll Entering Beta https://twitter.com/Scroll_ZKP/status/1692194581918745066?s=20

Farcaster news https://twitter.com/dwr/status/1691480693443108864?s=20 https://twitter.com/dwr/status/1694020862545109272?s=46

OP Stack Encrypted Mempool https://twitter.com/project_shutter/status/1693986910795186647?s=20

Airdrops https://blog.connext.network/announcing-the-next-airdrop-be764b1c548 https://imgur.com/Je2IGRB https://earni.fi/account

Starkware Stone https://twitter.com/StarkWareLtd/status/1693991491713261809

Fire Wallet Released https://twitter.com/_joinfire/status/1691847167382618455?s=20

Balancer Hacked https://twitter.com/Balancer/status/1694014645378724280

NFT Stuff https://twitter.com/punk9059/status/1693357671850688809?s=46

Bitcoin stuff https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-sentenced-prison-first-ever-digital-asset-insider https://www.bloomberg.com/news/articles/2023-08-17/sec-said-to-be-poised-to-allow-us-debut-of-ether-futures-etfs-eth#xj4y7vzkg https://twitter.com/EricBalchunas/status/1692314639235735836?s=20 https://twitter.com/CoinDesk/status/1693989173106266413?s=20

Releases https://twitter.com/RiscZero/status/1694047369028059218

Takes of the Week https://twitter.com/RyanSAdams/status/1694705374941560893?s=20

What are you bullish on? https://twitter.com/hildobby_/status/1694357014086815757?s=20

MEME of the Week https://twitter.com/BoysClubWorld/status/1694446626591363150/photo/1

Moment of ZEN https://twitter.com/Permissionless/status/1693355946779812009?s=20

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

Is friend.tech Good or Evil? Aug 24, 2023

Friend.tech has dominated the crypto landscape as of late and it’s now breaking out into multiple mainstream non-crypto audiences. Should we pat ourselves on the back? Or do we need to more carefully reflect on the consequences of this new financialized social application?

Ryan and David give their raw thoughts on these questions and much more.

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

------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

----- TIMESTAMPS & RESOURCES

0:00 Intro 5:28 RSA’s survey https://twitter.com/RyanSAdams/status/1693799871197622344 6:15 Sassal’s take https://twitter.com/sassal0x/status/1693803825747107973 9:00 How friend.tech works 13:00 Is anyone using friend.tech? https://imgur.com/uLOTIYB 15:10 Non-crypto influencers using friend.tech https://imgur.com/iq0lwlS https://www.bankless.com/can-friend-tech-go-mainstream 17:00 Anti-friend.tech takes https://twitter.com/AutismCapital/status/1693759402908815480 https://twitter.com/RyanSAdams/status/1693977201618653260 This is a glimpse of a brand new SocialFi stack! https://twitter.com/nnnnicholas/status/1691591282395619686 37:00 David’s friend.tech conclusion (as of today) 43:52 Market Maximization & Financialization 45:31 Net Good vs. Net Bad? 49:53 Meme of the episode 51:31 Sleeping Dragon 52:46 Closing & Disclosures

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

David's Take: This is the Last Cycle Aug 23, 2023

FULL ARTICLE HERE: https://www.bankless.com/the-last-crypto-cycle

Is crypto entering its last market cycle before its mature era begins?

For today's take, David makes the case that crypto will always have a Wild West, yet there are signs all around us that the ecosystem is trending toward being more dependable and safer. In other words? Crypto's growing up!

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

------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

Vance Spencer: The FAANG of DeFi (S.M.E.L.L) Aug 22, 2023

On the show today, we’re bringing Vance on to talk about S M E L L. Not an odor, but instead 5 different assets. The FAANG of Crypto?

We walk through all 5 assets and talk about the merits of each, along with the other subjects running around the current crypto meta.

Let Vance loop you into what he thinks is worth paying attention to.

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

------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap%E2%81%A0

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

----- CHAPTERS 0:00 Intro 06:37 Takes on Friend.Tech 13:02 Good Or Bad For Crypto? 17:40 The SocialFi Narrative 20:17 S.M.E.L.L 23:23 Synthetix 27:55 Maker 35:34 Ether 41:26 Lido 47:10 ChainLink 50:48 Can They Outpace ETH? 56:35 Where's Uniswap 59:22 Solana? 1:01:29 Closing and Disclaimers ----- RESOURCES

Vance Spencer https://twitter.com/pythianism

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

184 - Why Facebook’s Stablecoin Failed, with David Marcus Aug 21, 2023

David Marcus started a company that was acquired by PayPal, he then became President of PayPal (running the company), then he joined Facebook as VP of the Messenger app, and that’s when he started Facebook’s Libra project. Currently, he’s the CEO and Co-founder of Lightspark, a company that builds out Bitcoin Lightning tech.

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

----- From whitepaper to being summoned in front of Congress in 3 weeks…what really happened to Facebook’s stablecoin endeavors and what can we learn from it?

This episode is a post-mortem of Facebook’s highly ambitious crypto project from 2019. They tried to build a stablecoin but the U.S. government stopped it.

Topics covered in today’s episode: 1) Facebook’s Libra project…why did it fail? Who tanked it? The U.S. gov? The banking lobby? Why can’t the West seem to innovate its banking systems? 2) Why SuperApps won’t work? 3) Why our David Marcus thinks the money layer of the internet will be built on crypto…but more specifically…on Bitcoin!

----- TIMESTAMPS

0:00 Intro 7:20 The Libra Project 9:10 Facebook’s Involvement 9:59 Super App Thesis 12:05 Getting Government Approval 14:39 Messaging & Payments Intersection 16:45 Releasing the White Paper 18:05 Libra’s Government Reaction 19:50 Summoned to Congress Experience 21:25 U.S. Crypto Competition 25:40 Government Money Power Structure 30:00 FedNow 42:40 Will Twitter/X Become a Super App? 48:18 Bear Case for Super App 51:42 Lightspark 54:35 Bitcoin vs. Stablecoins 58:15 Why Lightning Uses Bitcoin 1:06:25 Bitcoin vs. Ethereum 1:11:37 The Future in 5-10 Years 1:14:40 Closing & Disclaimers

----- RESOURCES

David Marcus https://twitter.com/davidmarcus

Lightspark https://twitter.com/Lightspark

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

David and Anthony Discuss the Crypto Meta Aug 19, 2023

David speaks with Anthony from the Daily Gwei about the current crypto meta, price swings, and emerging narratives from around the Ethereum sphere.

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

------ 📣 SAFE CORE | Smart Wallet Infrastructure https://safe.global/core

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

----- RESOURCES

Anthony Sassano https://twitter.com/sassal0x

Daily Gwei https://twitter.com/thedailygwei

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

ROLLUP: Friend.Tech | SBF to Jail | SEC vs Coinbase Aug 18, 2023

WRU 3rd Week Of August ----- 🏹 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

David's Takes: A Hitchhiker's Guide to Riding an MEV Bot Aug 17, 2023

Welcome to David's takes. A new format with David and RSA where we explore David's weekly articles in 30 minutes or less.

This week, we’re diving into one gigantic metaphor. Ethereum as a reserviour of liquidity. So sit back, relax, and enjoy "A Hitchhiker's Guide to Riding an MEV Bot".

Read David's article here: https://www.bankless.com/a-hitchhikers-guide-to-riding-an-mev-bot/

If you're looking for a more technical explanation check out our recent episode with Dan Robinson: https://youtu.be/h4gzZib0j48

----- 🏹 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap%E2%81%A0

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader ----- TIMESTAMPS 0:00 Intro 1:00 Why did David Write This? 6:17 A Reserviour of Liquidity 9:25 The Ships Metaphor 13:36 Offchain Signed Orders 17:17 Intents 22:07 Dutch Auctions 24:06 Impications Of This? 28:25 How This Impacts Bridges 30:30 What's Left To Unpack? 33:15 Closings And Disclaimers ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

DeSci: How Blockchains are Powering Science 3.0 | Zuzalu #7 Aug 16, 2023

In this episode, we delve into the world of DeSci, or Decentralized Science, which serves as a bridge between technologies like Synthetic Biology, Longevity, and Ethereum. DeSci aims to revolutionize the current scientific system, highlighting its flaws such as friction, corruption, and outdated practices. By utilizing blockchain technology, DeSci seeks to improve scientific institutions and processes.

The conversation with pioneers Boris Dyakov and Mikey Fischer sheds light on the vast potential of DeSci and its ability to transform scientific progress. It goes beyond mere improvement, presenting a paradigm shift in the way science is conducted. The second conversation with Alok Tayi of VibeBio illustrates a fascinating use case for using DeSci to solve diseases that are underserved in TradSci.

DeSci envisions open and modular scientific data, akin to the accessibility of financial tools in the blockchain world. Additionally, the emergence of DAOs in DeSci brings opportunities for capital allocation and funding clinical trials. Join us on this exploration of the frontier of Scientific Progress, where traditional and decentralized science collide.

------ Timestamps

0:00 Intro 1:30 Scientific Progress

5:30 BORIS & MIKEY 8:50 Overcoming TradSci 13:00 Open Science 16:25 VitaDAO 19:00 What is DeSci? 23:23 Bullish on Science 28:30 Onboarding Scientists 34:00 The New Infrastructure 35:00 AI and Science

43:00 ALOK TAYI 44:10 Vibe Bio 47:00 The Long Tail of Disease 52:00 Inflection Points 54:00 Solving Disease 59:45 The Power of DAOs 1:07:45 Governance and Structure 1:11:30 The Crypto Value Add 1:14:00 Regulation 1:19:00 A New Primitive

------ Resources

Boris Dyakov https://twitter.com/BJ_Dyakov?s=20

Mikey Fischer https://twitter.com/0xMikeyF?s=20

Alok Tayi https://twitter.com/aloktayi?s=20

DeSci Ethereum Foundation https://ethereum.org/en/desci/

Gitcoin DeSci Fund https://bounties.gitcoin.co/grants/5105/the-decentralized-science-community-fund

Vibe Bio https://www.vibebio.com/

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

Disclosure. From time-to-time we may add links in this newsletter to products we use. We may receive commission if you make a purchase through one of these links. Additionally, the Bankless team hold crypto assets. See our investment disclosures here.

Tim Beiko & Justin Drake: The Sci-fi Roadmap to Ethereum Aug 15, 2023

In today’s podcast, Justin Drake and Tim Beiko help us explore Ethereum's uncharted roadmap.

You know about EIP-4844. You know about Proposer-Builder Separation. But the Ethereum roadmap does not stop there. It continues! Each component of the Ethereum roadmap has deeper frontiers than what you may be familiar with. 4844, PBS, these are just the first stops on a longer track of Ethereum’s Sci-Fi roadmap.

Other areas Justin, Tim, and David explore statelessness, how VCs are subsidizing Ethereum L1 R&D efforts, enshrined rollups, how all of this stuff leads to Ethereum needing fewer and fewer honest actors to work trustlessly, what quantum computing has to do with the Ethereum roadmap, trustless mempools and so much more.

----- 🏹 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

----- TIMESTAMPS

0:00 Intro 5:50 Ethereum Roadmap Completion 8:30 Immediate Dev Priorities 9:50 Danksharding & Rollups as 1st Class Citizens 11:50 Why Prioritize L2s 14:50 Snarkifying the EVM 17:39 Enshrined Rollup Use Cases 20:00 EVM to zkEVM 24:48 Summary So Far 27:15 EIP-4844 28:25 Proposer-Builder Separation 37:37 MEV Burn 40:38 Statelessness 43:33 Cryptography vs. Crypto Economics 45:00 Quantum Mechanics 50:25 Statelessness Ethereum Unlock 53:10 Cryptography & Sustainability 55:55 Closing & Disclaimers

----- RESOURCES

20:00 Curve Exploit https://twitter.com/CurveFinance/status/1685693202722848768 https://twitter.com/BanklessHQ/status/1685829565158162432 https://twitter.com/BanklessHQ/status/1685829579334938624?s=20 https://twitter.com/autismcapital/status/1686251750632853504 https://twitter.com/DefiIgnas/status/1686323974563909632?s=20 https://twitter.com/MilkRoadDaily/status/1686422244594012179?s=20 Learn More: https://twitter.com/BanklessHQ/status/1686190496019017730?s=20 https://www.youtube.com/live/I1bVLQdUkMw

Ethereum Discord https://discord.gg/CetY6Y4

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

183 - Why VCs Suck | 1confirmation's Nick Tomaino & Richard Chen Aug 14, 2023

Today on the Pod, we're discussing Why VCs Suck. And who better to answer that question than VCs themselves?

We're joined by Nick Tomaino and Richard Chen of 1Confirmation to discuss the role of VCs in crypto, the outlook on the markets, and how retail should prepare for the next cycle.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-1conf ----- 🏹 Airdrop Hunter is launching TOMORROW https://bankless.cc/HuntersGonnaHunt ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

0:00 Intro 6:00 Nick and Richard from 1Conf 7:20 The Price Cycle 11:50 The Signal Cycle 15:55 Tourist vs Purist 20:00 Why Do VCs Suck? 28:15 Raising vs Returning 32:40 How Transparency Shapes Crypto 38:30 VC Report Card 43:45 Holding Retail Accountable 48:30 Advice for Retail 51:15 How to Not Be Exit Liquidity 59:00 Should We End VCs? 1:03:10 How 1Conf Works 1:07:40 Crypto Native VCs 1:12:30 Looking to the Next Cycle 1:17:08 Prediction Markets 1:20:00 Crypto is Ready 1:24:00 Actually Using Crypto 1:28:20 L2s vs Alt L1s

----- Resources

Nick Tomaino https://twitter.com/NTmoney?s=20

Richard Chen https://twitter.com/richardchen39?s=20

1confirmation https://www.1confirmation.com/

Richard's Article https://showerthoughts.substack.com/p/thoughts-on-the-current-crypto-vc

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

Would You Live Forever? The Science and Ethics of Longevity Aug 12, 2023

In this video, we delve into the frontier of longevity and the pursuit of living forever. The discussion of longevity sparks different reactions among people, with some rejecting the idea outright, deeming it unnatural or immoral.

At Zuzalu, two distinct groups emerged—the Health and Wellness tribe, focused on healthy lifestyles, and the longevity tribe, resembling crypto enthusiasts, passionately researching the silver bullet for eternal life.

We explore the two conversations of slowing down aging and accelerating rejuvenation, with a particular focus on the latter. Interviews with Patrick Linden, author of "The Case Against Death," Sergio Ruiz, an epigenetic reprogramming expert, and Michael Greer, founder of the Humanity app, shed light on the socio-cultural reactions, DNA reprogramming, and AI-driven longevity scoring.

While the pursuit of longevity faces regulatory challenges, its potential to eliminate diseases and revolutionize healthcare holds transformative power. The quest for extended health spans offers tremendous benefits for humanity's future.

------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS:

0:00 Intro 1:30 Wellness vs Longevity

7:00 PATRICK LINDEN 9:30 The Pursuit of Immortality 12:30 We Want Choice 16:30 How Long Would You Live? 23:20 Now is the Time 27:00 Health is Longevity 33:30 Increasing Healthspan 36:30 The Case Against Death 41:40 How to Not Die

46:00 SERGIO RUIZ 48:45 Healthspan and Lifespan 52:50 Longevity Research 57:45 Epigenetic Reprogramming 1:05:30 Feeling Young 1:09:30 Longevity Escape Velocity 1:14:30 Challenges and Obstacles 1:18:30 The Economic Case

1:28:00 MICHAEL GEER 1:31:50 A Billion Years of Health 1:38:45 Utilizing Technology 1:43:45 Using AI for Health 1:46:15 Good Metrics to Track 1:52:00 Defining Health 1:55:00 The Humanity App 2:01:30 More Users, More Wearables 2:08:45 Get Healthier

------ RESOURCES:

Patrick Linden https://twitter.com/DrPatrickLinden?s=20

Sergio Ruiz https://twitter.com/Sergio_A_Ruiz?s=20

Michael Geer https://twitter.com/Geeria?s=20

The Case Against Death https://mitpress.mit.edu/9780262543163/the-case-against-death/

VitaDAO https://www.vitadao.com/

Animal Free Precision Medicine https://www.afpm.bio/

Humanity App https://www.humanity.health/

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

ROLLUP: Base Kicks-Off Onchain Summer Aug 11, 2023

Bankless Weekly Rollup Second Week of August, 2023

------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

Austin Federa: Is SOL Money? Aug 10, 2023

Bankless hasn’t had the most coverage of Solana, the network, and SOL, the asset, but in this episode that changes. Our guest, Austin Federa is Head of Strategy at the Solana Foundation and is the host of the Validated podcast.

David was recently a guest on Austin’s podcast where they went back and forth on some of the cultural and philosophical differences between the Solana and Ethereum projects. Today is a continuation of that episode.

Despite some differences in community perspectives, Austin brings a fresh perspective on the design philosophy that relates Solana the network to SOL the asset and so much more.

----- 🏹 Airdrop Hunter is coming soon! Become a Citizen for full access: https://bankless.cc/HuntersGonnaHunt

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

----- TIMESTAMPS

0:00 Intro 6:50 Programmable SOL Values 8:10 SOL’s Story Arc 12:25 SOL’s Architecture & Utility 17:30 SOL’s Economic Sustainability Model 19:20 SOL’s Triple Point Asset Thesis 25:15 Solana’s LSDs 28:48 Solana’s MEV Philosophy 33:56 End Game of Solana MEV 40:00 Ethereum vs. Solana 50:00 Market Cap, Values, & Layers Debate 1:00:15 Closing & Disclaimers

----- RESOURCES

Austin Federa https://twitter.com/Austin_Federa

157 - Will Solana Make It with Anatoly Yakovenko https://youtu.be/zlx64JjXlgQ

Solana is Launching a Phone? | Co-Founders Anatoly & Raj https://youtube.com/live/9wfNeVTtBz0

The Philosophy of Ethereum According to Bankless' David Hoffman https://solana.com/validated/episodes/the-philosophy-of-ethereum-according-to-bankless-david-hoffman

----- 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. See our investment disclosures here: https://www.bankless.com/disclosures ⁠

Arbitrum's BOLD New Bet with Ed Felten & Raul Jordan Aug 09, 2023

What did the Arbitrum L2 just unlock with its BOLD release? What stage of L2 is Arbitrum in? What is next for decentralizing the Arbitrum stack? We brought on Ed Felten and Raul Jordan to help answer these questions and much more.

Ed Felten is a Co-Founder of OffChain Labs, the organization that created Arbiturm. Raul Jordan is one of the Co-Founders of Prysmatic Labs, the Ethereum consensus client which not too long ago got acquired by Offchain Labs.

----- 🏹 Airdrop Hunter is coming soon! Become a Citizen for full access: https://bankless.cc/HuntersGonnaHunt

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

----- TIMESTAMPS

0:00 Intro 7:30 What is BOLD? 9:20 Are L2s Decentralized? 19:30 BOLD Timeline 23:40 What Does BOLD Solve? 27:15 How Does BOLD Work? 31:35 Why Use BOLD? 38:00 Shared Sequencing 42:30 Why Was BOLD Hard to Build? 48:50 Will BOLD Be Open-Source? 50:00 Are L2s Secure? 52:30 Staking $ARB 1:00:20 Arbitrum's New Tech 1:03:50 Ethereum's Overarching Roadmap 1:06:30 Closing & Disclaimers

----- RESOURCES

BOLD, Permissionless Validation for Arbitrum Chains https://offchain.medium.com/bold-permissionless-validation-for-arbitrum-chains-9934eb5328cc

Ed Felten https://twitter.com/EdFelten

Raul Jordan https://twitter.com/rauljordaneth

----- 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

182 - In Defense of Lido, w/ Hasu Aug 07, 2023

Lido has over 30% ETH staked. Should we be alarmed? Joining us is Hasu to shed some light on this question.

In this wide ranging interview we discuss the State of Staking, the state of Lido, Idealist vs Pragmatics and asking the question - is Lido's reputation unfair?

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-hasu ----- 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless ------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader ------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

0:00 Intro 4:34 Is Lido's Perception Unfair? 9:08 Is Lido Too Big To Fail? 15:57 What Can An Entity Do With 33%? 21:27 TLDR Recap and Overview 24:11 When Does Lido Risk Become Systemic 32:54 Lido Is Not One Entity 36:40 Node Operators vs DAO 41:19 LDO Governance 49:39 Is Lido Forkable? 52:37 The Path To 5,000 Operators 58:46 Distributed Validator Technololgy 1:08:16 Addressing The Critics 1:17:31 The Staking Social Layer 1:24:40 Is Lido Treated Unfairly? 1:26:47 Can We Keep Ethereum Decentralized? 1:30:07 Risks and Disclaimers ----- Resources

Hasu on Twitter: https://twitter.com/hasufl Uncommon Core v2: https://www.ucc2.xyz/ Hasu last on Bankless: https://youtu.be/1qqkoGatPdE

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

ROLLUP: Curve Exploit | BASE Memecoins | Richard Heart vs SEC Aug 04, 2023

Bankless Weekly Rollup First Week of August, 2023

------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro 3:40 MARKETS 5:45 25m ETH Staked https://twitter.com/ultrasoundmoney/status/1686670146427813888 6:40 US Debt Crisis https://twitter.com/stackhodler/status/1686276924773982208 https://www.cnbc.com/2023/08/01/fitch-downgrades-us-long-term-ratings-to-aa-from-aaa.html https://twitter.com/LukeGromen/status/1686516760680214528 https://www.linkedin.com/pulse/whats-happening-economy-great-wealth-transfer-ray-dalio/ 16:10 Tether T-Bills https://twitter.com/paoloardoino/status/1685993811774738432 https://twitter.com/collins_belton/status/1686084175697211392?s=20

34:55 SEC Sues Richard Heart https://twitter.com/SECGov/status/1686042971190272000?s=20 https://www.sec.gov/news/press-release/2023-143 https://imgur.com/saLUKNd https://twitter.com/TrustlessState/status/1686687165575520256?s=20 https://twitter.com/ercwl/status/1686491323908452353?s=20 37:20 Uniswap Delisting HEX? https://coinmarketcap.com/headlines/news/uniswap-delists-hex-token/

45:00 3AC No Longer US Citizens https://www.theblock.co/post/242675/3ac-co-founder-says-us-court-can-no-longer-tell-him-what-to-do 46:30 Justice…? https://twitter.com/TrustlessState/status/1687086457075236864?s=20 48:20 Richard Heart Documentary https://twitter.com/ercwl/status/1686491323908452353?s=20

1:10:00 Questions from the Nation

1:16:45 Important to Internalize https://twitter.com/pythianism/status/1684981202275667968 1:19:45 Bull Market Starting https://twitter.com/TrustlessState/status/1686671529768079360?s=20

1:20:00 What David’s Bullish On 1:25:00 What Ryan’s Bullish On https://twitter.com/ryansadams/status/1686428210991419402

1:27:15 Vitalik’s Take

1:28:45 MEME of the Week https://twitter.com/pseudotheos/status/1685743250127433728

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

The New DeFi Meta with Paradigm’s Head of Research, Dan Robinson Aug 03, 2023

Dan Robinson is GP and Head of Research at Paradigm. He, over the years, has done a lot of deep thinking about markets, auctions, and liquidity in DeFi, with a particular focus on Uniswap and Uniswap V3. Recently, Uniswap Labs released UniswapX, a new dutch auction mechanism, that Dan thinks changes the meta for swapping assets in DeFi, MEV, chain interoperability, and much more.

The last time Dan was on Bankless was September 2020…almost 3 years ago! If you have ever heard Ryan or I say the phrase “Ethereum is a dark forest”...it came from that episode.

------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro 6:00 Why UniswapX is Needed 11:09 What’s New About UniswapX? 14:00 Intents 16:25 The Magic Behind MEV Reduction 20:00 Order Flow Auctions 26:25 It’s Still Early 33:05 Who Are the Nanobots? 37:42 How Rollups Will Change 42:22 How Bridges Will Change 49:55 UniswapX Complements Uniswap v4 53:30 What Uniswap v4 Do for LPs? 59:15 LPing with Uniswap v4 vs. v3 1:04:11 Uniswap’s App Layer & Yields 1:06:05 Why Be Excited About Suave 1:09:55 Closing & Disclaimers

------ RESOURCES

Dan Robinson https://twitter.com/danrobinson https://twitter.com/danrobinson/status/1681061703818305536

------ 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 ⁠

Will DeFi Survive This? Aug 02, 2023

A special mid-week episode is in order as we discus the string of events that led to one of the largest risks DeFi has faced in a long time. What happened to Curve, what's at risk, and what can we learn from all of this?

*CORRECTION: The address that exploited the CRV/ETH pool controls .082% of the circulating supply, not the 8% accidentally mentioned in this segment. ------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

0:00 Intro 7:23 EVM Exploit Explained 13:21 MEV Bot Sidequest 18:21 CRV Contagion 23:43 CORRECTION: SEE SHOWNOTES* 31:43 The OTC Bailout 35:43 Buying Mansions On Leverage 41:43 Second Order Risks 47:43 Who is to Blame? 53:43 Are we in the Clear? 56:43 Lessons Learned 1:01:43 Risks and Disclaimers ------ RESOURCES

DeFi's Contagion Curveball https://www.bankless.com/defi-contagion-curveball

------ 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 ⁠

Africa's Crypto Revolution: Leapfrogging into the Future | Zuzalu #4 Aug 01, 2023

In this episode, we explore the frontier of crypto in Africa and the immense potential for both the continent and the crypto industry. Africa has a unique ability to leapfrog technologies, just as it skipped landlines and embraced cell phones. The dialogue revolves around crypto adoption in Africa and a network state project called Afropolitan, which aims to build an Afro-centric digital nation.

Yoseph Ayele discusses the opportunities that Web3 can provide in terms of financial stability, access, identity services, and credit facilities for Africa. He believes that Africa will be the first to reach a billion Web3 users. Eche Emole shares insights on Afropolitan, highlighting the project's focus on crypto, network states, and the creation of Afro-centric hubs worldwide.

Both guests express unwavering optimism and articulate the transformative power of these developments. This engaging and enjoyable discussion sheds light on Africa's trajectory in the crypto landscape and the potential for uplifting individuals and communities.

------ 🚀Join Ryan & David at Permissionless II in September. https://bankless.cc/GoToPermissionless

------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

---- Timestamps

0:00 Intro 1:20 Goosebumps

5:15 YOSEPH AYELE 7:55 Why Africa Needs Crypto 15:15 Bringing Infrastructure 18:40 Stablecoins and Trust 22:20 Global Crypto Culture 28:00 Providing Essential Services 32:30 Adoption in Africa 37:00 Leapfrogging Technology 42:00 Becoming Borderless 47:45 Raising a Fund

53:00 ECHE EMOLE 55:00 Afropolitan 1:00:00 Africa is Primed 1:09:15 The Afropolitan Roadmap 1:15:45 Redrawing the Maps 1:19:30 Diaspora 1:28:45 The Team 1:33:05 Hope for Crypto

------ Resources

Yoseph Ayele https://twitter.com/yosephayele?s=20

Afropolitan https://twitter.com/afropolitan?s=20

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

181 - Afropolitan's Grand Plan To Start A Country Jul 31, 2023

What would it look like to create a new country using crypto as a coordination technology?

Join us today as Chika and Eche from Afropolitan detail their plan to begin with an NFT PFP project and end up with a country. ------ 🚀Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro 9:05 Starting a New Country 12:35 Public Perception Of The Idea 14:23 The Nation State Has Failed In Africa 16:49 What Was The Berlin Conference? 19:56 Defining Diaspora 25:43 Explaining Network States 29:52 The Solutions a Network State Provides 32:40 Giving Africans A Voice 38:44 How To Reach Afropolitan Endgame 43:45 How an NFT PFP Project Fits In 53:39 Phase 2 And Beyond 1:00:32 A Competitor To The Nation State 1:05:51 Acquiring Legitimacy 1:12:00 How Does Crypto Fit Into This Picture? 1:15:46 The Afropolitan Currency 1:18:22 Are Eche and Chica About That Life? 1:21:29 Long Term Bull Case 1:26:58 Outro + Risks and Disclaimers

------ RESOURCES Eche: https://twitter.com/Echecrates

Chika: https://twitter.com/ChikaUwazie

Balaji's Episode on Network States: https://youtu.be/NEoxETtJ67Q

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

EthCC 2023: Everything You Missed Jul 30, 2023

FULL ARTICLE HERE: https://www.bankless.com/david-ethcc-2023

Every single year, EthCC gets a bit bigger, a bit more organized, and way more productive. The signal from EthCC this year was particularly strong!

EthCC is a unique conference. It’s one of the oldest and most well-run Ethereum conferences that we have. So here we are, post-EthCC 2023. The noise of the bull market is behind us. The tourists are gone and only the settlers remain.

So… where are we now, halfway through 2023? With EthCC offering such a strong checkpoint in the arc of Ethereum and crypto broadly, I’ve taken a moment to take stock of my main reflections and takeaways from the endless supply of conversations at EthCC 2023.

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 EthCC 2023 https://www.bankless.com/david-ethcc-2023 5:50 Protocols are Commodities https://twitter.com/CelestiaOrg/status/1682691554626994176?s=20 10:00 Protocols are Verticals https://twitter.com/danrobinson/status/1681061703818305536?s=20 17:00 Focus on Consumers https://twitter.com/BanklessHQ/status/1683265848612618240 22:15 Modular Summit https://twitter.com/modular_summit/status/1682790128199008261?s=20 24:00 Bankless IRL https://bankless.cc/GoToPermissionless

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

ROLLUP: Worldcoin Launch | New Crypto Bills | Twitter X | Layer 2 Wars Jul 28, 2023

Bankless Weekly Rollup 4th Week of July 2023

------ 🔃 STADER LABS | UNLOCK LIQUIDITY AND AMPLIFY REWARDS https://bankless.cc/StaderLabs

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------ 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 ⁠

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro

3:45 MARKETS 4:40 NASDAQ https://imgur.com/fN35vka 5:00 Recession Interest Rates https://www.reuters.com/markets/rates-bonds/fed-poised-hike-rates-markets-anticipate-inflation-endgame-2023-07-26/ https://www.bloomberg.com/news/live-blog/2023-07-26/fomc-rate-decision-and-fed-chair-news-conference 7:35 Stock Market Takes https://twitter.com/biancoresearch/status/1684279348709281792?s=20 https://twitter.com/RyanSAdams/status/1684571357613543424?s=20 https://twitter.com/salmoncreek7/status/1684574718232518661?s=20 12:00 BTC Hodlers https://twitter.com/glassnode/status/1683401299956465665 14:45 Layer 2 Wars https://twitter.com/artemis__xyz/status/1684549320979419137 https://l2beat.com/scaling/summary

https://youtu.be/4HFyXYvMwFchttps://youtu.be/Pni-7EqUslY

48:35 Blockchain Bills https://cointelegraph.com/news/crypto-regulatory-framework-bill-pass-house-congressional-committee https://twitter.com/jchervinsky/status/1684368595323584512 50:25 Richie Torres https://twitter.com/RepRitchie/status/1684282890245271555 52:10 The Bad Bill https://twitter.com/RyanSAdams/status/1682098917087887361?s=20

57:30 The Law of Chains https://twitter.com/TrustlessState/status/1683969105529806849?s=20 1:01:05 Optimism Takes https://twitter.com/gluk64/status/1683964193291087872?s=20 https://twitter.com/gluk64/status/1684168523164319745?s=20 1:03:50 Starknet Appchains https://twitter.com/Starknet/status/1681603967787122688 1:05:10 Twitter X https://twitter.com/danmurrayserter/status/1683446198663888900 1:07:00 Elon Musk’s Goal https://twitter.com/danmurrayserter/status/1683446630245187584?s=20 https://www.reddit.com/r/BrandNewSentence/comments/1580t8h/membership_only_human_trafficking_gentlemens_club/ https://www.reddit.com/r/memes/comments/159957z/it_worked_so_well/ https://twitter.com/adamamcbride/status/1684040162500657152 1:10:15 RFK Jr Bitcoin Purchases https://www.coindesk.com/business/2023/07/26/rfk-jr-confirms-bitcoin-purchases/ 1:10:50 Selling Coindesk https://www.wsj.com/articles/investor-group-nears-125-million-deal-for-coindesk-146a6faa 1:12:25 Synthetix Infinex https://mirror.xyz/kain.eth/NHmuyvkRPXB4ck7R38v_ityer-VMZAaIwLGHu1hIDtE 1:14:10 Kwenta Volume https://twitter.com/superfluid_hq/status/1681330344794923014 1:15:00 Superfluid Subscription https://twitter.com/superfluid_hq/status/1681330344794923014 1:16:00 Chainlink Cross-Chain Interoperability https://twitter.com/chainlink/status/1680970793331613697 1:17:30 Flashbots Raise https://www.theblock.co/post/241327/flashbots-becomes-unicorn-after-completing-60-million-raise

1:20:00 Questions from the Nation

1:24:00 Market Makers https://twitter.com/MikeIppolito_/status/1682756221646823425?s=20 1:26:20 David in EthCC https://www.bankless.com/david-ethcc-2023

1:29:00 What David’s Bullish On https://twitter.com/TrustlessState/status/1684596913742434305?s=20 1:30:00 What Ryan’s Bullish On

1:33:10 MEME of the Week https://twitter.com/TiffanyFong_/status/1684352877488119808?s=20

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

Coinbase's 'Base' Powering Layer 2 Summer Jul 26, 2023

Today on the show we welcome back Jesse Pollak. Jesse is the Head of Protocols at Coinbase and the Creator of Base.

Base plays the important role of trailblazing the future of Layer 2's and doesn't let it's centralized parent get in the way of innovation. Can Base be the spark that kicks off "Layer 2 Summer"?

------ 🚀Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro 9:00 Public Perception of Base 10:12 Why is Base a Big Deal? 14:34 Investing in Decentralization 16:11 Trailblazing for an Entire Industry 20:52 A New Level Of Collaboration 23:41 Contributing Fees to Public Goods 30:46 Layer 2 Summer 35:17 Wen Mainnet? 42:07 Onchain vs On-Chain 45:07 Closings and Disclaimers

----- RESOURCES

Jesse Pollak https://jessepollak.com/

Build on Base https://base.org/

------ 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

Polygon’s Endgame: Polygon 2.0 with Sandeep Nailwal & Mihailo Bjelic Jul 25, 2023

Today on the show we welcome back Sandeep and Mihalo, the Co-Founders of Polygon.

Polygon is one of the most used chains in crypto. That in itself is a massive accomplishment. However, there’s been criticism of Polygon in the past, that it’s “just a sidechain.” That it’s not “Ethereum aligned.” The release of Polygon 2.0 will silence these critics. Tune in to understand why.

------ 🚀Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off https://bankless.cc/GoToPermissionless

------ 📣 STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

------ BANKLESS SPONSOR TOOLS:

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro 6:35 EthCC 11:35 Polygon 2.0 20:00 PoS to zkEVM 33:50 What Will Users Have To Do? 37:10 Validiums & Wen Upgrade? 43:00 How $MATIC is Evolving? 47:00 The Evolution of Crypto Networks 48:50 $MATIC to $POL 50:27 Work Token 53:14 Why $POL Naming? 54:20 The Governance Framework 59:50 Is This Polygon’s Endgame? 1:08:48 zkSupernets

----- RESOURCES

Polygon Roadmap https://polygon.technology/roadmap

Polygon PoS to a zkEVM - https://twitter.com/0xPolygonLabs/status/1671208777784209441

The Stack https://twitter.com/0xPolygonLabs/status/1668312616459030528

The Token https://twitter.com/0xPolygonLabs/status/1679427540790681600

------ 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 ⁠

DEBRIEF - Worldcoin Jul 24, 2023

Ryan & David debriefing the Worldcoin episode. Want to listen to all past and future Debriefs for all Monday podcast episodes? Become a Bankless Citizen for access: https://www.bankless.com/join

----- 🎬 WATCH THE FULL EPISODE HERE: https://youtu.be/4HFyXYvMwFc ----- 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

180 - Worldcoin’s Sam Altman & Alex Blania on Crypto's Most Ambitious Project Jul 24, 2023

Disclaimer: This episode was recorded on May 14th, 2023

David is joined by Worldcoin Co-Founders, Alex Blania and Sam Altman. Alex is Worldcoin’s CEO and Sam is CEO of OpenAI. Both Co-founded Worldcoin in 2020.

Worldcoin is one of the most ambitious crypto projects in the space. It’s Worldcoin’s philosophy that the best way to produce unique verifiable humanness is through human biometrics that map to our unique DNA. This is the most robust way to achieve sybil resistance. That is why Worldcoin created its silver Orb that scans user's eyeballs.

Why scan the eye? Is it safe? How is data stored? What’s Worldcoin’s crypto token distribution plan? All of these questions and much more answered in the episode.

------ ✨DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-worldcoin

------ 🚀Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

------ TIMESTAMPS

0:00 Intro 6:15 Inception of Worldcoin Idea 8:35 How Sam & Alex Met 10:57 Why Scan Eyes 16:35 The Technology Behind the Orb 21:40 Worldcoin & Privacy 25:05 How Worldcoin Data Flows 28:35 Why Worldcoin is Needed 33:02 Proof of Personhood & Crypto 35:05 Worldcoin’s Distribution Plan 36:49 Worldcoin’s Complexity & Pressure 39:25 Sam’s Involvement with Worldcoin 39:47 Worldcoin & Optimism 42:00 Orb Operations 48:10 Worldcoin Roadmap 49:25 The Ups & Downs of Worldcoin 53:10 Reflecting on Worldcoin’s Critiques 56:10 What Does Worldcoin Need the Most? 56:50 Where Sam Stands on AI Alignment 59:20 Closing & Disclosures

----- RESOURCES

Worldcoin Privacy Deep Dive https://worldcoin.org/blog/developers/privacy-deep-dive

Worldcoin https://worldcoin.org/

Alex Blania https://twitter.com/alexblania

Sam Altman https://twitter.com/sama

------ 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: Celsius CEO Arrested & ETH CC Conference Recap Jul 21, 2023

3rd Week of July 2023 ------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless ------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

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

----- Timestamps

0:00 Intro 12:53 Markets

17:33 What is GHO? https://twitter.com/AaveAave/status/1680216586047885312

https://defillama.com/stablecoin/gho

19:18 $116 Million ETH Wakes Up https://twitter.com/econoar/status/1681454803988414464?s=20 https://www.theblock.co/post/240429/ethereum-ico-participant-kraken

23:51 Alex Mashinsky Arrested https://twitter.com/nic__carter/status/1667540580484653058?s=20 https://www.justice.gov/usao-sdny/pr/celsius-founder-and-former-chief-revenue-officer-charged-connection-multibillion

28:05 The Ripple Case https://twitter.com/MikeSeligEsq/status/1679529061926809600 https://twitter.com/ohaiom/status/1679839368502992897?s=20 https://www.theblock.co/post/240105/gensler-responds-to-ripple-decision-says-hes-disappointed-over-treatment-of-retail-investors https://twitter.com/jchervinsky/status/1680218456006819840?s=20 https://twitter.com/collins_belton/status/1679902309814267904

38:30 UniswapX https://twitter.com/Uniswap/status/1680955621343129600 https://twitter.com/0xshittrader/status/1681706099966083077?s=46 https://twitter.com/BanklessHQ/status/1681325514286600192?s=20

47:07 Celo Becomes An L2 https://forum.celo.org/t/clabs-proposal-for-celo-to-transition-to-an-ethereum-l2/6109

52:39 Base Mainnet Is Open https://base.mirror.xyz/hwNwqXHVoLlO8s4DZppog4DfGvM34tigaDjOWuEJQfY

54:44 zkSync Boojum https://twitter.com/zksync/status/1680820952991408129

56:55 Polygon Upgrades MATIC to POL https://twitter.com/0xPolygonLabs/status/1679427540790681600?s=20

1:01:08 Ben Mckenzie vs Crypto https://twitter.com/RyanSAdams/status/1680956126584602625?s=20 https://twitter.com/RyanSAdams/status/1680959901403684864?s=20

1:04:39 RFK Vows to Back Dollar With BTC https://www.coindesk.com/policy/2023/07/19/us-presidential-candidate-rfk-jr-vows-to-exempt-crypto-from-capital-gains-tax-if-elected/

1:07:55 Gnosis Pay https://gnosispay.com/

1:09:07 Espresso Partners With Eigenlayer https://twitter.com/EspressoSys/status/1681335468518957056

1:12:53 Questions From The Nation 1:15:24 Takes Of The Week https://twitter.com/antoniomjuliano/status/1681034203406712833?s=46&t=LKBC7Qtm18FnZ380xCF2pA https://twitter.com/RyanSAdams/status/1681653643240525825?s=20 https://www.coindesk.com/policy/2023/07/19/new-us-senate-bill-wants-to-regulate-defi-like-banks/ https://twitter.com/BillHughesDC/status/1681729154360721410?s=20

1:21:50 What Are We Bullish On? https://imgur.com/mGXAZEZ

1:29:18 Meme of The Week https://twitter.com/BoxersPandoras/status/1680990527343284225?s=20 https://twitter.com/LilMoonLambo/status/1679483007822974977?s=20

1:30:37 Moment Of Zen https://twitter.com/yzymigos/status/1680397652393971712?s=46 ----- 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

Revolutionizing AI: Tackling the Alignment Problem | Zuzalu #3 Jul 20, 2023

In this episode, we delve into the frontier of AI and the challenges surrounding AI alignment. The AI / Crypto overlap at Zuzalu sparked discussions on topics like ZKML, MEV bots, and the integration of AI agents into the Ethereum landscape.

However, the focal point was the alignment conversation, which showcased both pessimistic and resigned optimistic perspectives. We hear from Nate Sores of MIRI, who offers a downstream view on AI risk, and Deger Turan, who emphasizes the importance of human alignment as a prerequisite for aligning AI. Their discussions touch on epistemology, individual preferences, and the potential of AI to assist in personal and societal growth.

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK ⁠https://bankless.cc/Mantle⁠

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

------

Timestamps

0:00 Intro 1:50 Guests

5:30 NATE SOARES 7:25 MIRI 13:30 Human Coordination 17:00 Dangers of Superintelligence 21:00 AI’s Big Moment 24:45 Chances of Doom 35:35 A Serious Threat 42:45 Talent is Scarce 48:20 Solving the Alignment Problem 59:35 Dealing with Pessimism 1:03:45 The Sliver of Utopia

1:14:00 DEGER TURAN 1:17:00 Solving Human Alignment 1:22:40 Using AI to Solve Problems 1:26:30 AI Objectives Institute 1:31:30 Epistemic Security 1:36:18 Curating AI Content 1:41:00 Scalable Coordination 1:47:15 Building Evolving Systems 1:54:00 Independent Flexible Systems 1:58:30 The Problem is the Solution 2:03:30 A Better Future

----- Resources

Nate Soares https://twitter.com/So8res?s=20

Deger Turan https://twitter.com/degerturann?s=20

MIRI https://intelligence.org/

Less Wrong AI Alignment xhttps://www.lesswrong.com/tag/ai-alignment-intro-materials

AI Objectives Institute https://aiobjectives.org/

------

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

UniswapX Revealed: A Game-Changer for DeFi Jul 18, 2023

It's ETHCC time, the Ethereum Community Conference where groundbreaking announcements are made. And ahead of the conference, Uniswap Labs has already released their latest protocol, Uniswap X, a game-changing addition to the Uniswap ecosystem. Uniswap X is the missing piece that makes Uniswap the ultimate destination for token swappers.

In this episode, we have Hayden Adams, the creator of Uniswap, revealing the ins and outs of Uniswap X. This protocol ensures competitive order execution in DeFi, safeguarding swappers from MEV extractors, arbitrageurs, and front runners, so that everyday users can secure the best possible deals.

Discover how Uniswap X employs a Dutch auction to maximize returns, while reducing bridge risks and enhancing efficiency in DeFi trading.

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING

⚖️ ARBITRUM | SCALING ETHEREUM

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://bankless.cc/GoToPermissionless

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

------

Timestamps

0:00 Intro 4:30 Uniswap is Shipping 7:30 Decentralizing 10:25 Competitive Marketplaces 14:50 What’s New in UniswapX? 19:30 Value to the Users 23:08 What is Uniswap Now? 26:14 Formalizing New Players 30:55 Pushing the Ecosystem 36:00 How UniswapX Works 42:30 User Preferences 48:30 Changing MEV 52:45 Cross-Chain Swapping 1:00:00 Bridge Difficulties 1:05:45 Harnessing Complexity 1:09:13 The Beta Launch 1:14:15 More on the Way

----- Resources

Hayden Adams: https://twitter.com/haydenzadams?s=20

UniswapX: https://twitter.com/Uniswap/status/1680955621343129600?s=20

------

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

180 - Top 5 Bear Market Bets with Avichal Garg & Sanjay Shah of Electric Capital Jul 17, 2023

Nothing tests your conviction like a bear market. This is an opportunity to test what you think you know, refine your thesis, and make your bets for the next leg up.

Avichal and Sanjay are long time crypto investors and at VC fund electric capital. What are they betting on during the bear market?

We discuss 5 of the most pressing questions facing crypto investors during the bear market including…

1) L2 tokens - Are L2 tokens they worth something or they just worthless governance tokens?

2) AltL1s…Will the ETH killers make a comeback?

3) Multichain world - Millions of L2 chains or a few big winners?

4) Restaking - big deal or overhyped?

5) What Avichal things are this cycle’s alt-coins.

Episodes like this are an opportunity to sharpen your insights as a crypto investor. Don’t take these ideas as gospel. Wrestle with them. Test them. Make them your own. We’ll have other Bear Market Bets episodes with other perspectives, so this isn’t the last.

------

🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀

------

BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING

⚖️ ARBITRUM | SCALING ETHEREUM

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://twitter.com/avichal

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

------

Timestamps

0:00 Intro

8:00 L2 Value Capture

15:12 How Rollups Make Money

20:20 Harmful vs. Good MEV

25:00 Transactions Fees & L2s

38:05 Are L2s Valueable?

40:00 Multichain L2s or Few Winners?

43:05 Multichain Applications

49:09 Multichain Friction

59:02 Are NFTs Dead?

1:06:45 Investing in NFTs

1:10:00 RSA’s Worst Fear

1:15:10 Ethereum Killers & Modular/Monolithic Chains

1:19:22 L1s Playing the Monetary Premium Game

1:22:00 RSA vs. Avichal Moneyness Debate

1:24:30 Is Restaking Overhyped? Risky?

1:29:35 Crypto’s Antifragileness & Are We Lost?

1:33:40 Closing & Disclosures

-----

Resources

Avichal Garg

Sanjay Shah

https://twitter.com/sanjaypshah

Read

https://mirror.xyz/electriccap.eth/SD0wT7qSSfis9gLT_Ki1gY6_oTYEqgwcGE0hDw7kMDY

https://www.developerreport.com/developer-report

------

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

How Ripple's Win Reshapes Crypto with Paul Grewal & Mike Selig Jul 14, 2023

A U.S court has ruled that XRP is not a security, and if XRP is a security then what implications does this have for other tokens?

Joining us today is Paul Grewal and Mike Selig, both experts in their respective fields who are here to help walk us through the implications of this court decision and what it means for our industry as a whole. ------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK ⁠https://bankless.cc/Mantle⁠

----- TIMESTAMPS:

0:00 Intro 4:18 Great Day to Be a Lawyer 7:47 Was This a Surprise? 9:27 TLDR on the Ripple Case 16:08 What is a Security? 20:18 How Binding is This Decision? 27:05 Establishing a Precedent 31:47 SEC's Argument Falling Apart? 38:28 Opening The Door to More Tokens 42:37 What Does This Mean for Token Holders? 47:57 How Does This Impact US Regulation? 53:29 The Fight Ahead

----- RESOURCES:

Mike Selig https://twitter.com/MikeSeligEsq

Paul Grewal https://twitter.com/iampaulgrewal

----- 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: Ripple (XRP) Wins Big in the SEC Lawsuit | Google Play NFTs | Layer 3 Summer Jul 14, 2023

2nd Week of July 2023

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------

BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING

⚖️ ARBITRUM | SCALING ETHEREUM

🛞MANTLE | MODULAR LAYER 2 NETWORK

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

----- Timestamps

0:00 RIPPLE VS SEC Breaking News - https://twitter.com/tier10k/status/1679512873498816519?s=20 Explained - https://twitter.com/BillHughesDC/status/1679525517068759040?s=20 A Huge Win - https://twitter.com/adamscochran/status/1679515814272155648 Tom Emmer - https://twitter.com/GOPMajorityWhip/status/1679525171479150592?s=20 Richie Torres - https://twitter.com/RepRitchie/status/1679534903661301761?s=20 Coinbase Relisting - https://twitter.com/coinbaseassets/status/1679575239657758721 RSA Take - https://twitter.com/RyanSAdams/status/1679534121100476417?s=20

5:20 Waking Up Bullish 7:15 Permissionless https://bankless.cc/GoToPermissionless

7:55 MARKETS 9:10 Bond Markets Trad - https://www.visualcapitalist.com/ranked-the-largest-bond-markets-in-the-world/ New - https://coinmarketcap.com/view/staking/ Fed Funds Rate - https://panteracapital.com/blockchain-letter/bonds-down-crypto-up/ 16:30 The Internet Bond https://ultrasound.money/ 23:22 Liquid Staking https://www.bankless.com/whats-next-for-liquid-staking-2 31:25 Tokenized Treasuries https://www.coindesk.com/markets/2023/07/11/tokenized-us-treasurys-surpass-600m-as-crypto-investors-capture-tradfi-yield 34:30 Bank of America Bullish https://rsch.baml.com/access?q=s-i517792VNkDKydHLEioQ 35:20 Correlation with Stocks https://panteracapital.com/blockchain-letter/bonds-down-crypto-up/

NEWS 41:00 Arkham Intelligence https://twitter.com/ArkhamIntel/status/1678339355314900992 46:55 Technofascism https://twitter.com/scott_lew_is/status/1678772359648641028?s=20

51:15 Are the Devs Leaving? https://www.developerreport.com/blog/newsletter-20230706

53:12 Google Play NFT Policy https://android-developers.googleblog.com/2023/07/new-blockchain-based-content-opportunities-google-play.html 55:45 Solana Phone https://twitter.com/aeyakovenko/status/1679278533800235009?s=20

58:30 Linnea L2 to Mainnet https://twitter.com/LineaBuild/status/1678738006646177793?s=20 1:00:13 Mantle Network https://www.mantle.xyz/ 1:01:20 Gitcoin Public Goods L2 https://twitter.com/pgn_eth/status/1676972199423668228

1:06:30 GHO Stablecoin Mainnet https://app.aave.com/governance/proposal/?proposalId=268 1:10:25 EigenLayer Reopening https://app.eigenlayer.xyz/ 1:12:30 Vitalik Bitcoin Takes https://cointelegraph.com/news/vitalik-buterin-ordinals-revived-developers-on-bitcoin 1:16:45 Gemini Suing DCG https://twitter.com/cameron/status/1677327395869581316?s=20 1:17:22 Jay Clayton BTC ETF https://twitter.com/DefiantNews/status/1678434627768446977 1:19:15 Rishi Likes Crypto https://www.wired.co.uk/article/london-wants-american-crypto-refugees 1:21:1 Brazil Ethereum CBDC https://twitter.com/vinibarbosabr/status/1678511772775374850?s=20

1:27:00 Questions from the Nation

1:30:00 TAKES 1:34:30 The Fink Effect https://twitter.com/mskvsk/status/1677937403733106688 1:36:00 Still Using Venmo https://twitter.com/ryansadams/status/1679236595105382402 1:42:00 Crypto is a Scam https://twitter.com/RyanSAdams/status/1679077948463144961?s=20

1:45:50 MEME of the Week https://twitter.com/spreekaway/status/1677316680588967937

1:46:45 The Daily Gwei https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA

1:47:30 Where’s David? https://twitter.com/TrustlessState/status/1678473614818156544?s=20

----- 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

From Lab to Life: Exploring Synthetic Biology with Drew Endy, John Cumbers, and Jennifer Holmgren Jul 12, 2023

Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.

Synthetic biology is a fascinating field that combines biology, engineering, and computer science to design and construct new biological systems. By manipulating and reprogramming the DNA of living organisms, scientists can create new functions and traits that do not occur naturally. It's like rewriting the instruction manual of life itself, similar to how we write computer code.

In this video, you'll hear from three leaders in the synthetic biology industry—Drew Endy, John Cumbers, and Jennifer Holmgren—who will expand our understanding and imagination of this exciting field.

Keep an eye out as we roll out the rest of these boundary-pushing episodes!

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------

BANKLESS SPONSOR TOOLS:

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

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Timestamps

0:00 Intro 0:50 What is Synthetic Biology? 3:35 The Guests

7:45 DREW ENDY 11:00 Biological Building Blocks 14:15 Understanding the Cell 18:30 The Power of Wetware 22:30 Code and DNA 28:00 The Business Model 30:30 The Biological Revolution 37:00 Longevity 39:20 The Landscape of Possibility

51:00 JOHN CUMBERS 54:30 The Synthetic Biology Rabbit Hole 58:30 Fermentation 1:03:15 Scaling the Revolution 1:07:00 Programming Nature 1:11:45 SciFi Infrastructure 1:19:15 A Grand Vision 1:23:00 Hijacking Biology 1:26:30 A Beautiful Future

1:33:45 JENNIFER HOLMGREN 1:36:00 Building a Circular Economy 1:40:00 Lanzatech 1:44:30 The Renewable Ethylene Business 1:48:30 The Fermentation Revolution 1:51:40 Biological Utopia

----- Resources

Drew Endy https://twitter.com/DrewEndy?s=20

John Cumbers https://twitter.com/johncumbers?s=20

Jennifer Holmgren https://twitter.com/TodaDogs?s=20

Lanzatech https://lanzatech.com/

Checkerspot https://checkerspot.com/

Biomason https://biomason.com/

Adidas Jacket https://www.tennispro.eu/adidas-melbourne-reversible-jacket-582214.html#description

------ 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

Expert's Take: Is a Bitcoin ETF Really Possible? with James Seyffart Jul 11, 2023

Today we're joined by James Seyffart, a research analyst at Bloomberg who's the perfect person to answer our questions regarding the convergence of crypto and ETFs.

We dive into: - The probabilities of a Blackrock Bitcoin ETF and why - Important dates in which the SEC will need to give us answers - Neutrality, or lack thereof around the ETF approval process

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------

BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

🦊METAMASK PORTFOLIO | TRACK & MANAGE YOUR WEB3 EVERYTHING

⚖️ ARBITRUM | SCALING ETHEREUM

🛞MANTLE | MODULAR LAYER 2 NETWORK

⁠https://bankless.cc/GetThePerks

👾POLYGON | VALUE LAYER OF THE INTERNET https://polygon.technology/roadmap

------ TIMESTAMPS

0:00 Intro 7:44 What is an ETF? 13:00 ETF History Lesson 17:40 ETF Market Size and Holders 22:46 Types of ETFs 27:02 Where Are These Assets Stores 34:04 Who Approves ETFs? 40:08 Neutrality Of Regulators 44:16 Types of Bitcoin ETFs 49:17 Reasons For Rejection 55:12 Does Gary Just Hate Crypto? 58:13 Does Blackrock Change Things? 1:04:46 Will Blackrock Get Approved? 1:15:20 Possible Approval Dates 1:19:09 Lack of ETFs to Blame For Crypto Fallout? 1:28:38 Why Should we Care? 1:34:14 Risks and Disclaimers

------ RESOURCES

James on Twitter: https://twitter.com/JSeyff

Trillions Podcast: https://www.bloomberg.com/podcasts/series/trillions

------ 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

179 - The Bankless Origin Story - Raoul Pal Jul 10, 2023

The tables are turned as Raoul Pal interviews David and Ryan on all things Bankless. They share respective origin stories of how they got into crypto, meeting each other for the first time, how Bankless got started and where the future frontiers of Bankless are headed. ------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-raoul-pal

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2⁠ 🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE ⁠https://bankless.cc/MetaMask⁠ 🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum⁠ 🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap⁠ 🛞MANTLE | MODULAR LAYER 2 NETWORK ⁠https://bankless.cc/Mantle⁠

------ TIMESTAMPS

0:00 Intro 5:50 David's Crypto Journey 11:04 Ryan's Crypto Journey 19:12 David's 2017 Story 22:11 Conviction Through The Bear Market 28:00 Bankless Origin Story 32:53 Vision For Bankless 39:23 From DeFi to Web3 48:44 Tribalism 54:56 A Helpful Mental Model 1:01:39 Dealing With Hate 1:08:38 Bankless Ventures

------ RESOURCES

Raoul Pal https://twitter.com/RaoulGMI

Real Vision https://www.realvision.com/

Real Vision Newsletter https://www.realvision.com/dailybriefing

------ RELATED EPISODES:

118 - Raoul Pal | Should We Be Scared Right Now? https://www.youtube.com/watch?v=nzGMSKbqjco

------ 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: Why BlackRock CEO is Bullish Bitcoin Jul 07, 2023

Bankless Weekly Rollup 1st Week of July 2023

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ TIMESTAMPS & RESOURCES

0:00 Intro

4:20 Markets

22:50 NFT winter has come https://twitter.com/hosseeb/status/1675925861030334465 https://twitter.com/asvanevik/status/1675745010191601664 https://twitter.com/waleswoosh/status/1673781004031361025 https://nftpricefloor.com/ https://twitter.com/loopifyyy/status/1675517840542056448 https://twitter.com/avichal/status/1676090350291816448

37:50 BlackRock CEO Larry Fink Says Bitcoin Could ‘Revolutionize Finance’ https://twitter.com/WatcherGuru/status/1676685754922151941 https://twitter.com/thekriskay/status/1676686395862024195 https://www.wsj.com/articles/sec-says-spot-bitcoin-etf-filings-are-inadequate-390336e8 Eric Balchunas https://twitter.com/EricBalchunas/status/1674777296438165505

47:35 Is Gary resigning? https://www.thecryptoalert.com/post/sec-sources-confirm-gary-gensler-resignation Should Gary be actually resigning? https://twitter.com/jchervinsky/status/1674464911714398229

58:12 Cameron Winklevoss sent a final offer to Barry Silbert https://twitter.com/cameron/status/1676024844641550337

Base 1:05:30 https://twitter.com/BuildOnBase/status/1674543151388966912

1:10:00 L2s keep improving - Impact of Bedrock update https://twitter.com/OPLabsPBC/status/1674823794949603350

1:15:00 Polygon 2.0 architecture - ZK-Based protocol architecture https://twitter.com/0xPolygonLabs/status/1674538238835343361

1:17:30 Can Solana become an L2? https://twitter.com/aeyakovenko/status/1675146337174843392

1:21:00 Vitalik’s AMA on Tau Day https://twitter.com/VitalikButerin/status/1674017688300011520

1:23:15 RFK wants to make holding Bitcoin an inviolable right as a President https://twitter.com/RobertKennedyJr/status/1673812201457479681

1:25:55 Belarus banning peer-to-peer crypto transactions https://www.theblock.co/post/237523/belarus-wants-to-ban-peer-to-peer-crypto-transactions https://twitter.com/RyanSAdams/status/1676606907233054721

1:33:34 Questions from the Nation

1:37:45 Takes https://twitter.com/RyanSAdams/status/1676920622415245312 https://twitter.com/rss_d4/status/1675220831461335042 https://twitter.com/RyanSAdams/status/1675955239466196992

1:50:50 MEME of the Week https://twitter.com/zengjiajun_eth/status/1675677672566030336

1:52:00 Daily Gwei https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA

1:54:30 Closing & Disclaimers

------ 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

Zero-Knowledge AI: The Frontier of Cryptography | Zuzalu #2 Jul 05, 2023

Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.

This video features two conversations with big-brain builders Daniel Shorr of ZKML and Justin Drake of the Ethereum Foundation. Although cryptography quickly falls down a technical rabbit hole, it looks like we're entering a new golden age of cryptography.

Keep an eye out as we roll out the rest of these boundary-pushing episodes!

----- BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----- Timestamps:

4:00 DANIEL SHORR 6:00 Cryptography and AI 9:15 A Computing Explosion 13:10 On-Chain AI Models 15:45 Modulus Labs 19:15 Compute Integrity 24:00 A Verifiable World 26:15 Accountability for Machine Models

31:00 JUSTIN DRAKE 33:30 Nova Cryptography 39:00 Decentralizing zk-Rollups 43:30 The Future of Rollups 47:35 Improving Validity 50:45 This is a Big Deal 54:20 Justin’s Zuzalu Experience

---- Resources:

Daniel Shorr https://twitter.com/realDanielShorr?s=20

Modulus Labs https://www.moduluslabs.xyz/

Justin Drake https://twitter.com/drakefjustin?s=20

---- 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

Can We Fire Gary Gensler? with Rep. Warren Davidson Jul 04, 2023

Today's episode is with Representative Warren Davidson, an outspoken member of the U.S. Congress and an advocate for cryptocurrency.

In today's show, we cover: 1) Why is Rep. Warren Davidson trying to fire Gary Gensler? 2) What is the “SEC Stabilization Act?” 3) Is the U.S. losing ground to Europe, Japan, and Hong Kong? How can it catch up? 4) Does Congress care enough about crypto to do something about it? How can we change that?

As a reminder, Bankless is not a political podcast that divides on red/blue lines. We have no party affinity in the U.S. or any other nation. What we do care about is the values of decentralization, autonomy, and power to the people that underly this crypto technology. To the extent these values are political, so are we. But they don’t divide on party lines. We’ll continue to give voice to these values no matter what political party they come from.

------ 🚀 Join Ryan & David at Permissionless in September. Bankless Citizens get 30% off. 🚀 https://bankless.cc/GoToPermissionless

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE ⁠https://bankless.cc/MetaMask⁠

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK ⁠https://bankless.cc/Mantle ⁠

------ TIMESTAMPS

0:00 Intro 5:25 #FireGaryGensler 10:36 Why Gary Hates Crypto 14:00 How Political Governance Works 23:20 Presidential Jurisdiction 25:45 SEC Stabilization Act 31:55 Does the U.S. Have Hope? 36:09 Closing & Disclaimers

------ RESOURCES https://twitter.com/WarrenDavidson/status/1674519201170485249 https://twitter.com/WarrenDavidson/status/1668305460368121857

------ 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

178 - Is Crypto's Bear Market Almost Over? with Raoul Pal Jul 03, 2023

Are we entering Crypto’s Spring? Raoul Pal is the Co-Founder and CEO of Real Vision, a financial media and education platform focused on Macro, Investing, and Crypto.

In today’s episode, we cover:1) The Aftermath of the 2022 Meltdown.2) How to Invest in the face of the current liquidity and external Indicators. 3) Why Raoul thinks we’re headed toward Deflation, not Inflation. 4) What AI will bring to the table, and how it intersects with Crypto 5) Why the Crypto Winter is probably over.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-raoul-pal

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 ⁠https://bankless.cc/GetThePerks⁠

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE ⁠https://bankless.cc/MetaMask⁠

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

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

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

🛞MANTLE | MODULAR LAYER 2 NETWORK ⁠https://bankless.cc/Mantle⁠

------ TIMESTAMPS

0:00 Intro 7:20 The 2022 Meltdown 22:14 The Aftermath 27:26 Liquidity Indicators 34:51 External Indicators 37:54 Raoul’s Deflation Thesis 50:29 The State of AI 56:19 How Crypto & AI Intersect 1:00:43 The Implications of AI 1:08:14 Crypto’s Inflection Moment 1:11:43 Investing in the Current Climate 1:19:00 Raoul’s Portfolio 1:20:39 Crypto’s North Star 1:28:49 The Everything Code 1:35:26 Closing & Disclaimers

------ RESOURCES Raoul Pal⁠https://twitter.com/RaoulGMI⁠

Real Vision ⁠https://www.realvision.com/⁠

Real Vision Newsletter ⁠https://www.realvision.com/dailybriefing⁠

The Everything Code ⁠https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance⁠

------ RELATED EPISODES:

118 - Raoul Pal | Should We Be Scared Right Now? ⁠https://www.youtube.com/watch?v=nzGMSKbqjco⁠

------ 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: BTC ETF Race Heats Up, zkSync drops the ZK Stack, OP going ZK? Jun 30, 2023

Bankless Weekly Rollup 4th Week of June 2023

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro

4:43 MARKETS

7:03 Bitcoin All Time High https://twitter.com/bitcoinnewscom/status/1671826162232729602?s=46 https://twitter.com/charliebilello/status/1673017749549858818

12:54 The ETH Flippening is here! https://twitter.com/eking0x/status/1673404169300897825?s=20 https://twitter.com/ultrasoundmoney/status/1671778059442167808?s=20 https://twitter.com/ultrasoundmoney/status/1671778059442167808?s=20 https://dune.com/hildobby/eth2-staking

17:18 zkSync Release The ZK Stack https://twitter.com/zksync/status/1673317167628967936?s=20 https://twitter.com/trustlessstate/status/1672326842953474050?s=46 https://www.youtube.com/watch?v=5PSHz93lWVM&t=300s

23:35 Optimism Going ZK? https://twitter.com/o1_labs/status/1674180590298599424?s=20 https://www.youtube.com/watch?v=3tToCWmKBug&t=7s&pp=ygUQT3Agc3RhY2sgY2hhaW5zIA%3D%3D https://twitter.com/optimismFND/status/1672281032962478080

28:01 Bitcoin ETF This Year? https://www.theblock.co/post/236588/fidelity-preparing-to-submit-spot-bitcoin-etf-filing-source https://twitter.com/EricBalchunas/status/1674055780058771463?s=20 https://twitter.com/Melt_Dem/status/1673776265629773826?s=20

36:02 Zuzalu! https://www.bankless.com/everything-i-learned-at-zuzalu

41:15 Airdrop Season With Diva DAO

43:32 Azuki Drama https://twitter.com/Azuki/status/1673726920574533634?s=20 https://twitter.com/Tytaninc/status/1673768378958225419?s=20 https://twitter.com/TheEliteCrypto/status/1673953812070158336?s=20 https://twitter.com/jmj/status/1673742765359009794?s=20

48:02 Microstrategy Buys More BTC https://twitter.com/saylor/status/1674025857063571456 https://twitter.com/btc_for_freedom/status/1674027929251065859 https://imgur.com/SsR8aNR https://twitter.com/giancarlomkts/status/1673458492609556480

51:12 Hong Kong Enters The Chat https://www.theblock.co/post/236325/hsbc-hong-kong-bitcoin-ether-crypto-etfs?utm_source=tldr_crypto

53:26 Binance Claps Back https://twitter.com/MetaLawMan/status/1671898121528393732?t=J0Fv7ijuPGFz4kIhC0_Xpg&s=19

56:21 BlockFi Liquidation https://www.theblock.co/post/236847/blockfi-liquidation

58:24 Bankless Exclusive Perks https://www.bankless.com/tools/perks

59:34 ETH CC Meetup https://partiful.com/e/hvf8yXY1QjnIwV5hYhdw

1:02:41 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1123276883472175264

1:08:48 Takes Of The Week https://twitter.com/tbr90/status/1672689604317552640?s=46 https://twitter.com/digitalmustafa/status/1672301952762511361?s=20 https://twitter.com/RyanSAdams/status/1673463909024509955?s=20

1:11:49 Ryans Stays At Davids Place https://twitter.com/BanklessHQ/status/1673336849668947968 https://twitter.com/BanklessHQ/status/1673444396623368192?s=20

1:16:14 What Are We Bullish On? https://youtu.be/BAeMr3Xyb08

1:20:27 Meme Of The Week https://twitter.com/BanklessHQ/status/1673753104771325958?s=20

1:21:09 Risks And Disclaimers

----

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

Restaking Alignment with Vitalik, Sreeram, Tim Beiko, Justin Drake, Dankrad & Jessy Jun 29, 2023

What are the implications of restaking? Not every Bankless listener will be prepared for this conversation. This one is a hard one. If you want to be adequately equipped for the conversation that awaits, we recommend listening to the Bankless episode we did with Sreeram a few weeks ago. That episode will get you up to speed to understand some of the nuances and problems that are discussed in today’s episode.

Because, today on the show, we have the largest and most gigabrain panel that we’ve ever had on Bankless…Vitalik Buterin, Justin Drake, Dankrad Feist, Jessy (aka 13-year-old VC - that’s her pseudonym), and of course… Sreeram Kannan himself, founder of Eigenlayer and perhaps the creator of restaking…all moderated by Tim Beiko!

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----------- TIMESTAMPS

0:00 Intro 4:45 Setting the Panel 8:51 Jessy’s Restaking Thoughts 10:20 Justin’s Restaking Perspective 11:40 Dankrad’s Restaking Views 12:30 Sreeram’s Restaking Arguments 14:00 Why Justin is a Restaking Doomer 18:30 EigenLayer’s Restaking Architecture 22:05 Restaking Builder Hooks 25:05 Vitalik’s Restaking Concerns 30:05 EigenLayer’s Acceleration 32:50 Sreeram Addressing Vitalik’s Concerns 37:48 Ensuring Restaking is Aligned 46:04 Reputation Systems & Alignment 51:35 Ethereum Protocol Complexity 59:00 Credible Neutrality 1:03:30 MEV Boost & PBS 1:07:10 One Shot Signatures 1:09:10 Closing Thoughts, Arguments, & Next Steps 1:16:30 Closing & Disclaimers

----------- RESOURCES

Sreeram Kannan https://twitter.com/sreeramkannan https://youtu.be/HcEGXoC57Rw

Vitalik Buterin https://twitter.com/VitalikButerin

4:46 MARKETS https://blockworks.co/news/ethereum-staked-to-flip-eth https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators https://twitter.com/eigen_intern/status/1671178301149265920?s=20

Dankrad Feist https://twitter.com/dankrad

Jessy https://twitter.com/13yearoldvc

----------- 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

Vitalik Buterin Discusses The 2-Month Zuzalu Experiment Jun 28, 2023

Welcome to Bankless, where we explore the frontier of internet money and internet finance. In this 8-episode series, we are exploring some new frontiers. New frontiers in new technologies, all of which are poised to completely revolutionize the world and change everything about the operating system that society is currently running.

In this first episode with Vitalik, we kick off by discussing the concept of Zuzalu with a birds-eye view. Vitalik helps us unravel the meta-quest of understanding the essence of Zuzalu and its role in curating communities. Discover why Zuzalu was structured in this unique manner, touching upon intriguing elements such as Zupass, zero-knowledge infrastructure, ZuPoll, and Stamps.

Keep an eye out as we roll out the rest of these boundary-pushing episodes!

----- BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----- Timestamps:

0:00 Intro 1:20 What is Zuzalu? 4:15 The Content Roadmap 5:12 Ethereum the Sibling 7:20 A Taste of the Future 8:45 Front-Run the Opportunity

12:00 VITALIK BUTERIN 14:00 The Zuzalu Experiment 19:00 Technological Seasons 22:50 ZuPass 25:00 Curating Topics 29:55 Cross-Pollination 33:05 Zuzalu Culture 37:30 The Future of Zuzalu 41:00 What it Means to be a Zuzalian

---- Resources:

Vitalik Buterin https://twitter.com/VitalikButerin?s=20

Zuzalu https://zuzalu.city/

ZuPass https://zupass.org/#/login

---- 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

177 - AI is a Ticking Time Bomb with Connor Leahy Jun 26, 2023

AI is here to stay, but at what cost? Connor Leahy is the CEO of Conjecture, a mission-driven organization that’s trying to make the future of AI go as well as it possibly can. He is also a Co-Founder of EleutherAI, an open-source AI research non-profit lab.

In today’s episode, Connor and David cover: 1) The intuitive arguments behind the AI Safety debate 2) The two defining categories of ways AI could end all of humanity 3) The major players in the race towards AGI, and why they all seem to be ideologically motivated, rather than financially motivated 4) Why the progress of AI power is based on TWO exponential curves 5) Why Connor thinks government regulation is the easiest and most effective way of buying us time

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----------- TIMESTAMPS

0:00 Intro 3:12 AI Alignment Importance 9:40 Finding Neutrality 14:16 AI Doom Scenarios 21:06 How AI Misalignment Evolves 25:56 The State of AI Alignment 32:07 The AI Race Trap 41:49 Motivations of the AI Race 56:18 AI Regulation Efforts 1:14:28 How AI Regulation & Crypto Compare 1:21:44 AI Teachings of Human Coordination 1:36:53 Closing & Disclaimers

----------- RESOURCES

Connor Leahy https://twitter.com/NPCollapse

Conjecture Research https://www.conjecture.dev/research/

EleutherAI Discord https://discord.com/invite/zBGx3azzUn

Stop AGI https://www.stop.ai/

----------- Related Episodes:

We’re All Gonna Die with Eliezer Yudkowsky https://www.youtube.com/watch?v=gA1sNLL6yg4

How We Prevent the AI’s from Killing us with Paul Christiano https://www.youtube.com/watch?v=GyFkWb903aU

----------- 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: What BlackRock's Bitcoin ETF Means For Crypto Jun 23, 2023

Bankless Weekly Rollup 4th Week of June 2023

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Timestamps & Resources

00:00 Intro

18:16 Blackrock Bitcoin ETF https://twitter.com/Delphi_Digital/status/1671221306413416461?s=20 https://www.coindesk.com/business/2023/06/15/blackrocks-ishares-files-paperwork-for-spot-bitcoin-etf/?utm_source=twitter&utm_term=organic&utm_medium=social&utm_campaign=coindesk_main&utm_content=editorial https://www.sec.gov/Archives/edgar/data/1980994/000143774923017574/bit20230608_s1.htm https://twitter.com/fintechfrank/status/1671135185545441280 https://twitter.com/jchervinsky/status/1669502687749054465?s=20 https://twitter.com/coinbureau/status/1671805994039492609?s=20

26:08 Fidelity, Charles Schwab and Citadel launch a CEX https://www.businesswire.com/news/home/20230620110605/en/Digital-Asset-Platform-EDX-Markets-Begins-Trading-and-Completes-New-Funding-Round https://www.linkedin.com/feed/update/urn:li:activity:7076934393608511488/ https://edxmarkets.com/join-edx/ https://twitter.com/ramahluwalia/status/1671218922589175810?s=20 https://www.coindesk.com/business/2023/06/20/new-crypto-exchange-backed-by-fidelity-schwab-and-citadel-launches/

33:42 Polygon 2.0 https://polygon.technology/blog/polygon-2-0-polygon-pos-zk-layer-2?utm_source=twitter&utm_medium=social

47:40 ZachXBT Lawsuit https://twitter.com/zachxbt/status/1669783717236342785?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://twitter.com/machibigbrother/status/1670819142050652160?s=20 https://twitter.com/BanklessHQ/status/1669807545194803200?s=20

57:05 Goose Sells For $5.4M https://twitter.com/Sothebysverse/status/1669441570863566875?s=20

1:02:09 Fortnite x Nike .swish https://www.epicgames.com/help/en-US/fortnite-c5719335176219/epic-accounts-c5719365892123/earn-achievements-on-swoosh-a16225767406107

1:05:00 Metamask Integrates Conext Network https://twitter.com/ConnextNetwork/status/1669718823484764161

1:10:25 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1119374915565523164 https://discord.com/channels/615592155481767941/1058053004705669211/1121292294054760508

1:20:51 Takes of the Week https://twitter.com/ercwl/status/1670482207956168705?t=hInEHE4udRw9PEN_oe3KyA&s=19 https://twitter.com/nixorokish/status/1670484525472952320 https://twitter.com/cburniske/status/1671556663864619010

1:32:33 What Are We Bullish On

1:40:02 Risks And Disclaimers

---- 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

$30k BTC & Beyond? BlackRock Bitcoin ETF with Austin Campbell Jun 22, 2023

Austin Campbell is the managing partner of Zero Knowledge Consulting, an adjunct professor at Columbia Business School, and used to work at Paxos in both Portfolio Management and Chief Risk Officer. He also was Co-Head of Digital Assets in Global Rates at CitiBank at JP Morgan for a decade.

Austin knows a thing or two about the TradWorld and we brought him on to help us navigate all of the TradNews that has surfaced in the last two weeks around the crypto space.

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----- TIMESTAMPS:

0:00 Intro 5:12 Austin Campbell 7:14 TradFi Last Two Weeks 10:59 Political Conspiracy 15:05 Timing Analysis 17:17 BlackRock Bitcoin ETF 20:05 Other Bitcoin ETFs Denied 22:47 What's the SEC's Next Move? 24:00 How Bullish is This? 26:13 BlackRock & Coinbase/Kraken Partnership 31:15 EDX Markets 37:22 Unbundling of Crypto Exchanges 42:22 Stablecoins Landscape 49:55 Stablecoin McHenry Bill 56:50 International Stablecoins 57:55 Closing & Disclosures

----- RESOURCES:

Austin Campbell https://twitter.com/CampbellJAustin

----- 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

Zora Announces The "Zora Network" Jun 21, 2023

Today’s guest is Jacob from Zora who is here to announce the Zora Network! A layer 2 solution that allows creators of any kind the ability to mint their ideas in a much more scalable way. Tune in as Jacob walks us through everything new and improved with Zora.

------ 🚀 Unlock $3,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----- Topics Covered

0:00 Intro 2:22 Episode Overview 7:26 Jacob's Take On The Internet 11:52 A Network Of Walled Gardens 14:10 Defining Zora 17:41 The Frontier Of Digital Expression 22:28 A Platform Without Constraints 26:16 Announcing The Zora Network! 34:54 What's Next For Zora? 40:13 Creating An L2 Schelling Point 42:23 Does The Zora Chain Host Data? 46:13 Wen Token? 49:04 On-Chain vs On Chain 50:45 The Future Is Weird 54:12 A Marketplace Without Constraint 56:07 Expand Ethereum/Outro

----- Resources:

Zora Twitter https://twitter.com/ourzora

Jacob Twitter: https://twitter.com/js_horne

----- 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

176 - What is Money in the Digital Age? with Brendan Malone Jun 19, 2023

Today’s guest is Brendan Malone. He currently works at Paradigm’s Policy Department. But before that, he focused on crypto policy issues at no other than the Federal Reserve. In this episode, we get deep into answering one, if not the most Bankless questions. What is Money? And what does the answer look like in the Digital Age?

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-brendan-malone

------ 🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----- Topics Covered

0:00 Intro 5:40 What is Money? 10:34 The Moneyness Spectrum 16:59 How do Current Forms of Money Rank? 21:03 How Much is a Dollar Worth? 29:16 The Difference between Money and Credit 38:30 Losing Trust in the Dollar 48:29 The Role of a Central Bank 54:14 The Future of Money 1:04:26 Why Now? 1:07:14 New Technology Implications 1:10:40 The Case for Crypto 1:18:55 Closing and Disclaimers

----- Resources:

Brendan Twitter https://twitter.com/brendanpmalone

Read Moneyness In The Digital Age https://policy.paradigm.xyz/writing/moneyness-in-the-digital-age

----- 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: Prometheum SEC Psyop Exposed Jun 16, 2023

Bankless Weekly Rollup 3rd Week of June 2023

------ 🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ 📣 CYFRIN | Smart Contract Audits & Solidity Course https://bankless.cc/cyfrin

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Timestamps & Resources

00:00 Intro

4:30 MARKETS https://www.nbcnews.com/business/economy/federal-reserve-interest-rate-decision-june-2023-pause-how-much-rcna88922 https://twitter.com/cryptobyrde/status/1667397644975742977 https://messari.io/screener

15:20 SEC Shenanigans #1 - Prometheum https://twitter.com/RyanSAdams/status/1669076846070341633 https://twitter.com/MattWalshInBos/status/1669061636953366528 https://www.linkedin.com/posts/laurashin_prometheum-just-got-the-nod-from-us-activity-7069417456787681280-3Xrj https://twitter.com/collins_belton/status/1669081113191391236 https://twitter.com/adamscochran/status/1669143092274888704

29:40 SEC Shenanigans #2 - Hinman’s Emails https://storage.courtlistener.com/recap/gov.uscourts.nysd.551082/gov.uscourts.nysd.551082.831.70.pdf https://twitter.com/MikeSeligEsq/status/1668591059968950272 https://twitter.com/nic__carter/status/1668606359078567937 https://twitter.com/venturecoinist/status/1667172894307229703

35:00 SEC Shenanigans #3 - SEC Wants 120 Days https://twitter.com/iampaulgrewal/status/1668742688689070083 https://twitter.com/0xPolygonLabs/status/1667643925232852996 https://twitter.com/SolanaFndn/status/1667578529612017666 https://robinhood.com/us/en/support/ articles/cardano-polygon-solana-update/

38:50 SEC Hypocrisy https://twitter.com/twobitidiot/status/1667488291216584705 https://twitter.com/twobitidiot/status/1668328519334780928 https://twitter.com/TrustlessState/status/1667957205864202243

42:30 SEC Stabilization Act https://twitter.com/WarrenDavidson/status/1668305460368121857 https://twitter.com/WarrenDavidson/status/1668316484198596627 https://twitter.com/NTmoney/status/1666108498747457536

45:10 CFTC v Ooki DAO https://www.cftc.gov/PressRoom/PressReleases/8715-23 https://twitter.com/lex_node/status/1667351457861971969 50:37 Uniswap V4 https://twitter.com/Uniswap/status/1668603580184502276 https://eips.ethereum.org/EIPS/eip-1153

1:02:10 Eigenlayer Mainnet Launch https://twitter.com/eigenlayer/status/1669065156427681792 1:04:35 Polygon 2.0 https://twitter.com/0xPolygonLabs/status/1668312616459030528 1:06:35 Optimism's Bedrock Migration https://twitter.com/hildobby_/status/1667097126482984960 https://imgur.com/f2hqf1q

1:07:05 NFTs Kraken is launching Kraken NFT https://twitter.com/krakennft/status/1666821582004846593

1:08:24 Blackrock will file for BTC ETF soon https://www.theblock.co/post/234910/blackrock-bitcoin-etf-coinbase-coindesk https://www.theblock.co/post/167392/blackrock-taps-krakens-cf-benchmarks-to-power-its-bitcoin-offering-exclusive 1:09:14 Hong Kong tells Banks to accept crypto https://www.coindesk.com/policy/2023/06/15/hong-kong-put-pressure-on-three-major-banks-to-take-on-crypto-exchanges-as-clients-report/ 1:10:10 Bank of China issues $28M in structured digital notes on Ethereum blockchain https://www.ubs.com/global/en/media/display-page-ndp/en-20230609-tokenized-notes.html?caasID=CAAS-ActivityStream

1:10:45 Taiko alpha-3 testnet is live! https://twitter.com/taikoxyz/status/1666429573737877505 1:11:23 Lens Protocol announced its $15 million funding round https://twitter.com/lensprotocol/status/1666804101580214275

1:11:47 Jobs https://bankless.pallet.com/jobs/bfe59a15-07a6-406c-b802-222efd113b66

1:15:19 TAKES https://twitter.com/jessewldn/status/1668209744505458693 https://twitter.com/TrustlessState/status/1669329814568747009

1:17:48 What Are We Bullish On?

1:22:20 Meme Of The Week https://twitter.com/Permissionless/status/1666851078250328064

1:23:04 Risks And Disclaimers

1:23:25 Moment of Zen https://twitter.com/cocothecorncob/status/1669341697363304448

---- 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

Announcing Uniswap V4 With Hayden Adams Jun 13, 2023

Hayden Adams joins us to announce the release of Uniswap V4! He walks us through innovations new to Uniswap like hooks and singleton contracts in addition to a new upgrade that can lower gas costs up to 90%.

To launch V4 we need your help, the community, to contribute your opinions and decide the fate of this new protocol.

------ 📣 ASYMETRIX PROTOCOL https://bankless.cc/asymetrix

------ 🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ TIMESTAMPS:

0:00 Intro 5:56 Introducing Hayden 7:37 V4 Launch Date? 9:12 What Goes Live Today? 10:28 How Far Has Uniswap Come? 12:14 Can Uniswap Get Any Bigger? 13:52 Are Centralized Exchanges Competitors? 16:28 Why Do We Need V4 20:10 V4's Flagship Feature 24:47 Introducing, TWAM 28:29 A New Uniswap Fee Structure 33:57 How V4 Solves Efficiency 38:27 Singleton Contracts 41:08 The Gas Refund 43:29 The Hook Centric Roadmap 46:59 What Rollups Will Uniswap Live On? 51:34 Who Will Be Building Hooks 58:20 Fees On Withdrawals 1:05:35 Why Hooks? 1:10:18 Will Liquidity Migrate To V4? 1:16:34 How V4 Is Like a Centralized Exchange 1:20:47 Is This The Last Uniswap Upgrade? 1:22:38 Has Defi Peaked? 1:30:10 How To Get Started On V4

------ RESOURCES: Uniswap V4 Blog Post: https://blog.uniswap.org/uniswap-v4

Hayden Adams: https://twitter.com/haydenzadams Uniswap Labs: https://twitter.com/Uniswap

Hayden Last on Bankless: https://www.youtube.com/watch?v=9fqJzS08pPc

------ 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

175 - 400M PayPal Users to Crypto with Jose Fernandez da Ponte Jun 12, 2023

Can we go Bankless using PayPal? We brought on Jose Fernandez da Ponte, the Senior Vice President of Blockchain, Crypto, and Digital Currencies at PayPal and Venmo to help us answer that question. Jose is responsible for driving PayPal’s efforts to bring the utility of crypto-assets and crypto-networks to their hundreds of millions of global consumers.

He also knows a thing or two about how the banking system works and how to fix it. And we also got the SVP of PayPal to say, “DeFi Mullet,” not once, but three times.

*PayPal currently offers crypto services only in the U.S., U.K., and Luxembourg. Venmo is available in the US only.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-jose-paypal

------ 🚀 Unlock $1,000+ in Perks with Bankless Citizenship 🚀 https://bankless.cc/GetThePerks

------ In today’s episode, we cover:

1) What PayPal sees in crypto 2) What PayPal’s 400M accounts can do with crypto today 3) How we get to $1T in stablecoins 4) What’s the role of CDBCs in a world of highly successful stablecoins? Can CDBCs and crypto co-exist? 5) Jose’s contrarian view on crypto regulatory environment in the U.S. and why he sees it as a “glass half full”

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ TIMESTAMPS:

0:00 Intro 7:55 What a PayPal Dollar Is 11:21 PayPal & Venmo Crypto 16:29 The Crypto Strategy 22:59 DeFi Mullet 27:33 Service Providers 31:24 Is Crypto Useless? 32:30 PayPal’s Crypto Back-End 34:40 How Hard Was PayPal’s Crypto Integration? 36:35 Path to $1T In Stablecoins 40:31 Payments 44:36 Gaming 46:46 Network Integration 49:47 DeFi on PayPal’s Radar? 56:38 What’s Broken About U.S. Banking? 1:01:51 Settlement in the U.S. 1:06:32 Best Digital Cash Society 1:13:10 Stablecoins in the U.S. 1:16:25 Crypto Regulation 1:20:44 Making Crypto More Useable 1:23:30 Closing & Disclaimers

------ RESOURCES:

Jose Fernandez da Ponte https://www.linkedin.com/in/jose-fernandez-da-ponte-a46ba81/

Payments and Evolution of Stablecoins Paper https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4425922

------ 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: Gary And The SEC Will Not Defeat Crypto Jun 09, 2023

Bankless Weekly Rollup 2nd Week of June 2023

------ 🚀 AIRDROP ALPHA 🚀 https://bankless.cc/Alpha

------ 🚀 Asymetrix Go to https://bankless.cc/asymetrix ------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

1:09 MARKETS

6:29 Are we at a Local High?

9:25 Ethereum Validator Queue

12:52 CEX Volume Stats https://www.theblock.co/data/crypto-markets/spot/usd-support-exchange-volume-market-share

17:23 Gary Gensler on CNBC https://youtu.be/VKxXdUvMqAc?t=277

19:28 SEC Sues Binance US https://www.sec.gov/news/press-release/2023-101 https://www.sec.gov/news/press-release/2023-103 https://www.cnbc.com/2023/06/07/binance-lawyers-say-sec-chair-gensler-offered-to-be-advisor-in-2019.html

26:13 SEC Sues Coinbase https://www.sec.gov/news/press-release/2023-102 https://twitter.com/MikeSeligEsq/status/1666063676145819648?s=20

31:34 Can Gary Get Away With This?

33:51 Cypherpunks Take https://twitter.com/udiWertheimer/status/1666077587792166914?s=20 https://twitter.com/jack/status/1666078896327122946?s=20

38:39 Optimism Bedrock! https://twitter.com/optimismFND/status/1666155844776361985?s=20 https://twitter.com/jessepollak/status/1664349169073414147

41:47 Arbitrum Ran Out Of Gas https://www.dlnews.com/articles/defi/arbitrum-came-to-a-halt-as-its-sequencer-ran-out-of-gas/

43:42 ETH Validator Proposal https://ethresear.ch/t/increase-the-max-effective-balance-a-modest-proposal/15801

49:22 ENS Upgrades https://twitter.com/nicksdjohnson/status/1666368619876327424 https://www.my.box/

51:29 Rocketpool on zkSync Era https://twitter.com/Rocket_Pool/status/1664276628468547587

52:58 Pooltogether Case Dismissed https://twitter.com/lay2000lbs/status/1666532463428943875?s=20

56:12 Questions From The Nation https://discord.com/channels/615592155481767941/1058053004705669211/1114707321000562738 https://discord.com/channels/615592155481767941/1058053004705669211/1115619057593495552

1:03:12 Takes Of The Week https://twitter.com/zmanian/status/1658152508571697152?s=46 https://twitter.com/dankrad/status/1664958413829185536?s=46 https://twitter.com/FEhrsam/status/1665796974346420224?s=20 https://twitter.com/qaatani9/status/1664292528655413250?s=20

1:10:28 What Are We Bullish On?

1:14:05 Get More Of Anthony

1:15:29 Meme Of The Week https://twitter.com/pseudotheos/status/1665730241845944331?s=46

1:16:15 Risks And Disclaimers

---- 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

Will the SEC Kill Crypto? with Jake Chervinsky & Amanda Tuminelli Jun 08, 2023

Joining us today are the best in the biz Chervinsky & Amanda Tuminelli who are here to answer all our questions about the SEC and it's assault on the crypto industry as a whole. ------ 📣 ASYMETRIX | STAKE stETH NOW https://bankless.cc/asymetrix-pod

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ CHAPTERS 0:00 Intro 6:05 Who are Jake and Amanda? 8:08 Breaking Down This Historical Moment 11:19 The SEC Never Wanted Crypto To Win 14:56 Why Is Gary So Confident? 18:43 David's Conspiracy Theory 23:52 What if Gary Actually Wins? 31:07 Clarity From The Court Date? 35:01 Does Gary Just Want the Fame? 36:49 Why The SEC Rejects Public Process 38:34 Is This Un-Constitutional? 44:06 Jake's Optimistic Take 48:14 The Digital Asset Bill 52:44 How YOU Can Take Action ----- 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

100M$ Fight for Crypto in D.C. with Ryan Selkis Jun 07, 2023

Today we're joined by Ryan Selkis, the Founder and CEO of Messari and an outspoken political advocate for the crypto industry. We explore the current state of Crypto Regulation and how Ryan plans to fight in Washington with the Digital Freedom Alliance.

------ 📣 ASYMETRIX PROTOCOL https://bankless.cc/asymetrix

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro 9:34 Does Washington Want to Kill Crypto? 15:45 How the US Affects Global Regulation 27:54 Ryan Selkis Proposal 43:10 What we can learn from SBF 51:20 The Digital Freedom Alliance 59:08 Why we have to Play Politics 1:03:49 What’s Next 1:08:00 Closing and Disclaimers

----- Resources:

Ryan Selkis https://twitter.com/twobitidiot

Join the Digital Freedom Alliance https://joindfa.org/

----- 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

SEC vs. Coinbase with Coinbase's Chief Legal Officer, Paul Grewal Jun 07, 2023

The SEC is showing all of its cards. Gary Gensler doesn't want the crypto industry to exist at all. After yesterday's Binance suit, the SEC is going after Coinbase too.

We brought on Coinbases's Legal Officer, Paul Grewal to hear how Coinbase plans to fight, how you, Bankless listener, can join the fight, and what's next for the crypto industry. Should we be optimistic?

------ 📣 ASYMETRIX | STAKE stETH NOW https://bankless.cc/asymetrix-pod

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Timestamps:

0:00 Intro 3:09 Coinbase Sued 4:42 Timing 6:50 What Does the SEC Want? 9:08 Gary's Confidence 10:38 SEC's Token/Security Choices 12:34 Will Coinbase Delist Tokens? 14:35 Freezing Coinbase Assets? 15:26 Next Steps 17:05 Future Court Case 18:20 What to be Optimistic About? 19:52 How to Join the Fight 21:02 Closing & Disclaimers 21:45 Coinbase Video https://twitter.com/coinbase/status/1666135834062467083?s=20

------ Resources:

Coinbase Sued https://twitter.com/BanklessHQ/status/1666061613357584384?s=20

Crypto435 https://www.coinbase.com/public-policy/advocacy/crypto435

----- 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

The SEC is Suing Coinbase & Binance | Ryan & David Jun 06, 2023

Today Gary Gensler and the SEC officially filed lawsuits against crypto exchanges Binance and Coinbase. We break it all down and share some hot takes on what this means for the crypto industry as a whole.

------ 📣 ASYMETRIX | STAKE stETH NOW https://bankless.cc/asymetrix-pod

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ------ CHAPTERS 0:40 Is This Lawsuit a Surprise? 2:35 Is This Lawsuit a Suprise? 8:41 An Attack On Crypto 12:05 The 4 Big Questions 17:06 Gary's Public Statements 22:20 SEC Charges Overview 27:47 Analysis on Coinbase 30:31 Brian Armstrong's Take 32:58 The Case Against Binance 38:08 David's Take on All of This 43:38 What "Securities" Are Effected? 48:41 News Price Impact 53:35 Where Does Solana Stand? 57:39 Is ETH The Next Target? 1:02:17 Does Anybody Actually Want This? 1:05:15 Twitter Takes 1:09:08 Gary's Icarus Moment? 1:11:10 Closing Thoughts

------ Resources:

Binance Sued https://twitter.com/BanklessHQ/status/1665744014081941506?s=20

----- 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

174 - EigenLayer Will Change Ethereum Forever Jun 05, 2023

Is re-staking the biggest thing to happen to Ethereum since MEV?

We’re joined by Sreeram Kannan who walks us through Eigenlayer. The re-staking protocol that is set to change the trajectory of Ethereum forever. It may even be launching pretty soon…

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-sreeram-kannan

------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://www.bankless.com/the-ultimate-guide-to-airdrops?utm_source=YouTubeRSS&utm_medium=Info&utm_campaign=Airdrop_Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro 7:51 How Big Is Restaking? 9:41 What is Restaking? 16:22 What Was The Aha Moment? 21:32 Restaking Explained (Simply) 25:11 Where Does Eigenlayer Live? 29:40 Slashing on Eigenlayer 42:20 Risks of Restaking 57:23 Restaking Networks 1:05:27 Designing Modular Trust 1:07:43 Eigen DA 1:10:35 The 3 Aspects Of Trust 1:14:18 Tokens On Eigenlayer 1:17:54 Why Start a Network on Eigenlayer? 1:24:22 2 Uses Of Economic Security 1:26:06 Eigenlayer Alignment 1:30:42 Restaking Risk Management 1:36:19 Takes on Vitalik's Post 1:46:55 When is Mainnet Launch? 1:49:59 How Will Restaking Change The World? 1:56:59 Outro

——— Resources:

Sreeram Kannan: https://twitter.com/sreeramkannan

Vitalik’s Article ‘Don’t Overload’: https://vitalik.ca/general/2023/05/21/dont_overload.html

Sapiens by Yuval Harari: https://www.amazon.com/Sapiens-Humankind-Yuval-Noah-Harari/dp/0062316095

------ Related Episodes:

MEV: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa196eHJidEhiMUdla1Q5Y0FpWklJTVFkWXVfQXxBQ3Jtc0tuSGtubk1QcFpIS2lfeHdjQzJRY3dmbUFDdHpNNDRISlJfZ1F6MWh2SGM4X2JTWk1RbnVPb1dZVy1sRFF2WDNlNXFPQlFZN3dCRnJ3XzFyelp0WmxMTGtuSWh0eXhhejhuTTJCaVBDYnh6b042d2s1NA&q=https%3A%2F%2Fwww.bankless.com%2F-cryptos-existential-threat-mev-panel&v=nb7x7n8Ga3U

https://www.bankless.com/125-matt-cutler

---- 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: China Turns Bullish On Crypto | Celsius Bailout Plan Jun 02, 2023

Bankless Weekly Rollup 1st Week of June 2023

------ 🚀 AIRDROP ALPHA 🚀 https://bankless.cc/Alpha

------ 🚀 Asymetrix Go to https://bankless.cc/asymetrix

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro

3:30 MARKETS 7:49 ETH Staking https://twitter.com/hildobby_/status/1663960826225491996?s=20

10:25 CEX Balances 5 Year Low https://decrypt.co/142507/ethereum-bitcoin-balances-exchanges-edges-5-year-lows

12:25 State of NFTs https://twitter.com/cyounessi1/status/1663617804812136450?s=20

17:29 China Bullish On Crypto https://www.theblock.co/post/232404/beijing-web3-white-paper

23:03 Celsius Has A Deal https://www.coindesk.com/policy/2023/05/25/fahrenheit-wins-bid-to-acquire-assets-of-insolvent-crypto-lender-celsius/

28:16 Worst Crypto Winter? https://twitter.com/icebergy_/status/1663693201620758528 https://twitter.com/RyanSAdams/status/1663973894645075969?s=20

36:00 SMALL NEWS

36:26 Bullish On Blend https://dappradar.com/blog/blur-dominates-82-of-the-nft-lending-market

37:50 Coinbase Gas Free Transfers https://twitter.com/CoinbaseWallet/status/1663680306329821184

39:47 MoonPay Took $150M? https://twitter.com/web3isgreat/status/1663664708409339904?s=20

41:21 Paradigm Enters AI https://www.theblock.co/post/232247/crypto-vc-paradigm-ai

44:00 Binance Layoffs https://www.theblock.co/post/232696/binance-layoffs-cuts-jobs

45:50 Worldcoin Raises $115M https://blockchain.capital/worldcoin-proof-of-personhood-world-id-and-the-future-of-crypto-onboarding/

50:07 Magic Raises $52M https://magic.link/

52:54 Questions From The Nation Join Our Discord - https://discord.gg/zMVU2bBrcz

1:06:10 Takes Of The Week https://twitter.com/VentureCoinist/status/1662514641233166337?s=20

1:15:10 What Are You Bullish On? https://twitter.com/TrustlessState/status/1663680140117680129?s=20

1:21:48 Risks & Disclaimers

---- 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

How to Fix DeFi with Dan Elitzer May 31, 2023

We get back to basics on the show with Dan who answers some fundamental questions about DeFi and what it means to actually be a decentralized protocol. What are the threats to DeFi and how can we build a great decentralized future.

------

📣 CONSENSYS | DILIGENCE FUZZING

https://bankless.cc/diligence-fuzzing-pod

------

🚀 Airdrop Alpha is waiting for you on Bankless.com

https://bankless.cc/Alpha

------

BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Stader

👾STADER LABS | ETHX LIQUID STAKING

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION

https://bankless.cc/Toku

🎮IMMUTABLE | GAMING ECOSYSTEM

https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK

https://twitter.com/delitzer

------

Topics Covered

0:00 Intro

3:34 Let's Talk About DeFi

8:09 Intro To Dan

10:51 What About DeFi is Broken?

15:05 Why is DeFi Vulnerable?

17:23 What is an Oracle?

20:12 What if Chainlink Goes Down?

27:08 What Does it Mean To Be DeFi?

33:17 What Apps Are Actually Decentralized?

41:15 How Dependancy Free Apps Emerge

45:36 Solving the Liquidity Issue

47:57 Bring Your Own Oracle

54:36 Is Orcale Free The Future?

59:35 Closing and Disclaimers

———

Resources:

Dan Elitzer

Why DeFi is Broken and How to Fix It, Pt 1: Oracle-Free Protocols

https://www.nascent.xyz/idea/why-defi-is-broken-and-how-to-fix-it-pt-1-oracle-free-protocols

Some of Dan’s favorites:

Panoptic - https://twitter.com/Panoptic_xyz?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Timeless - https://twitter.com/Timeless_Fi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Blend by Blur - https://twitter.com/blur_io?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

-----

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

173 - CZ & the State of Binance May 29, 2023

We welcome back Founder and CEO of Binance, CZ for his second appearance on Bankless. Last time CZ was on, Terra Luna hadn’t collapsed yet and FTX was still competing with Binance. A lot has changed.

In today’s episode, we cover it all. Here were some of the questions we discussed: 1) How can we tell what’s real vs. FUD with Binance? 2) What Happened with FTX from CZ’s perspective? 3) The difference between the current bear market vs. previous ones 4) Community questions from Justin Drake & Degen Spartan

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-cz

------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://bankless.cc/AirdropAlphaIsOnBankless

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ TIMESTAMPS:

0:00 Intro 6:54 How’s CZ 2023? 8:35 Why is Binance a FUD Magnet? 10:52 FTX & Ledger 16:57 Binance Transparency 26:40 Current Mood of Crypto 29:35 Another Cycle? 30:58 Binance’s Bear Market Strategy 36:44 Crypto’s Biggest Opportunity 39:48 Why Crypto Is Good for the World 42:06 The Exchange Wars 48:49 Best Regulation Jurisdictions 51:48 Justin Drake Question 54:00 Will Binance Buy a Bank? 56:30 BNB Chain Rollup on Ethereum? 59:13 CZ’s Thoughts on Twitter Post-Elon 1:00:36 CZ’s Bear Market Advice 1:04:46 Closing & Disclaimers

------ RESOURCES:

CZ https://twitter.com/cz_binance

CZ’s 1st Bankless Appearance https://www.youtube.com/watch?v=lldGpGsUcWw&ab_channel=Bankless

----- 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: Binance Commingling User Funds | Ledger Recover Postponed May 26, 2023

Bankless Weekly Rollup 4th Week of May 2023

------ 🚀 AIRDROP ALPHA 🚀 https://bankless.cc/Alpha

------ 🚀 Consensys Diligence Fuzzing https://bankless.cc/diligence-fuzzing-pod

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro

3:45 MARKETS 6:25 ETH Staking https://dune.com/hildobby/eth2-staking 8:40 Lido Withdrawals https://twitter.com/TrueWaveBreak/status/1660860593526431744 10:55 Germany Recession https://www.reuters.com/markets/europe/germany-enters-recession-2023-05-25/ 12:10 Buying vs Renting https://twitter.com/GRDecter/status/1661057543219675136 15:00 1 in 10 Americans Use Crypto https://twitter.com/SebVentures/status/1661063483369177108 Brian Armstrong - https://twitter.com/brian_armstrong/status/1661449616393666560 20:00 NVDA AI https://www.cnbc.com/2023/05/24/nvidia-nvda-earnings-report-q1-2024.html

25:30 Postponing Ledger Recover https://www.ledger.com/blog/ledger-recover-a-message-from-pascal-gauthier-chairman-ceo-at-ledger 28:45 DCG Missed Payment https://twitter.com/ramahluwalia/status/1660981239254269952 33:20 Tornado Cash Hack https://twitter.com/samczsun/status/1660012956632104960

37:40 Binance Commingling Funds https://www.reuters.com/investigates/special-report/crypto-binance-money/ https://twitter.com/BanklessHQ/status/1661411951627436038

46:30 Apple Pay STEPN - https://twitter.com/Stepnofficial/status/1660616595792601091 Axie - https://www.coindesk.com/web3/2023/05/17/axie-infinity-game-launches-on-apple-app-store-in-key-markets/ 48:45 BASE Maine https://twitter.com/BuildOnBase/status/1661406955158618118 50:10 Pudgy Penguin Toys https://twitter.com/pudgypenguins/status/1659325632499572736 52:40 Do Kwon Bail Revoked https://decrypt.co/142224/terra-founder-do-kwon-back-in-jail-in-montenegro-bail-revoked 53:00 Vitalik Restaking https://twitter.com/VitalikButerin/status/1660356821779988480 https://twitter.com/BanklessHQ/status/1660791568482320390 59:13 Ron DeSantis Bitcoin https://www.trustnodes.com/2023/05/25/let-them-do-bitcoin-says-ron-desantis 1:02:30 Matcha Update https://twitter.com/matchaxyz/status/1661401872811565056 1:04:10 Connext Abstraction https://blog.connext.network/introducing-chain-abstraction-9b8f6e4dc31a 1:05:20 Astaria https://twitter.com/AstariaXYZ/status/1661733590923878401

1:05:50 Jobs https://pallet.xyz/list/bankless/jobs

1:08:20 Questions from the Nation https://bankless.cc/Alpha

1:18:30 Freedom to Innovate https://twitter.com/RyanSAdams/status/1661722723947610114 1:20:30 The Millennial Pause https://www.youtube.com/watch?v=WRYgLsy6kLk Gen Z Shake https://youtube.com/shorts/SsOrbYqiHVs

1:24:15 What David’s Bullish On https://imgur.com/a/U0KHn48 1:27:05 What Ryan’s Bullish On https://twitter.com/ryanberckmans/status/1661719300770615297

1:29:40 MEME of the Week https://imgur.com/Yndq4Xd

---- 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

ETH to $50k by 2030?! VanEck's Bull Case May 25, 2023

Can the price of Ethereum really reach $30,000 by the end of the decade? On the show we go on a journey through VanEck’s new report detailing how exactly Ethereum can get there.

------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro 6:37 ETH to $11.8K 11:17 ETH Versus T-Bills 14:29 Predicting Ethereum Revenue 19:12 ETH As a Currency 25:21 Ethereum Security As a Service 30:20 Base vs Bull vs Bear Case 36:15 $300 or $50k? 45:14 The Impact of L2's 50:08 Ether vs Gold vs Bitcoin 53:56 Applying The Model To Solana 59:47 Inflows Are Important 1:01:45 Van Eck's Investing Strategy 1:05:06 When is The Next Bull Market 1:08:22 Closing And Disclaimers

——— Resources:

Matthew https://twitter.com/matthew_sigel

Patrick https://www.linkedin.com/in/patrick-bush-9a21a7b

VanEck’s Ethereum Report https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/

---- 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

The Future of Bitcoin with Nic Carter, Eric Wall, & Udi Wertheimer May 24, 2023

Taproot was the trojan horse that opened the door to a new wave of Bitcoin innovation and culture. At the forefront of this culture are Udi, Eric, and Nic, the taproot wizards causing a shift in the world of Bitcoin.

------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing-pod

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

----- Timestamps: 0:00 Intro 6:19 Introducing the Taproot Wizards 12:00 Rejected From Bitcoin Conferences 17:17 Meme and Culture Layer of Bitcoin 23:55 Taproot Was a Trojan Horse 30:28 Are Ordinals Good For Bitcoin Bags? 35:11 How Ordinals Have Changed Public Perception 41:27 A Bitcoin Civil War 47:14 "We Broke Bitcoin" 53:42 Addressing Bitcoin Media 1:04:15 Are David and Ryan Bitcoiners? 1:05:27 Closing and Disclaimers

------ Resources:

49:30 Bitcoin is Changing https://twitter.com/ercwl/status/1655412393520889856 https://twitter.com/ercwl/status/1656069125947506688 https://twitter.com/ercwl/status/1656274017064558592 https://twitter.com/ameensol/status/1656088308450205696 https://twitter.com/LeonidasNFT/status/1656037677630730240 https://twitter.com/nic__carter/status/1655340472699584514 https://twitter.com/ercwl/status/1656104399674933249

Udi Wertheimer https://twitter.com/udiWertheimer

----- 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

172 - DEBATE: Why We Need a Digital Dollar | Rohan Grey vs. RSA May 22, 2023

Rohan Grey is an assistant professor at Willamette University College of Law and has been involved in the world of politics and government as it relates to our public money systems.

You might remember him as the guy behind the STABLE Act (Stablecoin And Bank Licensing Enforcement) which turned into an episode we did with him in December of 2020.

The topic of CBDC and the politicization of our money system has returned, so we wanted to get Rohan back on to learn about what this conversation from his point of view.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-rohan-grey

------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://bankless.cc/AirdropAlphaIsOnBankless

------ In today’s episode, Rohan helps us understand:

1) Who are the power structures supporting and fighting over the CBDC 2) Why the crypto community might have to support a digital dollar… or else!? 3) Why you should be skeptical about the anti-Gensler politicians 4) Finding the common ground between Rohan and Bankless

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ TIMESTAMPS:

0:00 Intro 7:39 CBDC Fight in D.C.? 9:20 What Side Is Rohan On? 11:07 Public vs. Private Money 14:36 The Political Chessboard 25:11 Republicans & CBDCs 30:22 Anti-Gensler Republicans 34:23 Central Bank Independence 40:15 Elizabeth Warren War on Crypto 51:25 Crypto x Political Alignment 57:50 The Case for Crypto 1:02:52 Public Goods & Capitalism 1:04:33 Digital Dollar & Privacy 1:07:21 The Central Banker Problem 1:16:49 Property Rights 1:22:44 Rohan’s Advice to Builders 1:28:09 Closing & Disclaimers

------ RESOURCES:

Rohan Grey https://twitter.com/rohangrey Rohan’s Previous Bankless Episode https://youtu.be/1ywsNq0XAfE

No Spy Cash https://www.nospycash.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://www.bankless.com/disclosures

ROLLUP: Ledger Recovery Concerns | Ethereum Finality Issues May 19, 2023

Bankless Weekly Rollup 3rd Week of May 2023

------ 🚀 AIRDROP ALPHA 🚀 https://bankless.cc/Alpha

------ 🚀 Consensys Diligence Fuzzing https://bankless.cc/diligence-fuzzing-pod

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro

2:55 MARKETS 5:00 ETH Staking Update https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators Monitor: https://validator-queue-monitoring.vercel.app/ 7:00 Macro Market Trends https://www.cnbc.com/2023/05/15/paul-tudor-jones-says-the-fed-is-done-raising-rates-stocks-to-finish-the-year-higher-from-here.html 11:20 Liquidity Drying Up https://twitter.com/ramahluwalia/status/1657924211770380290 https://www.youtube.com/watch?v=qbr8965IYfo&t=3830s 13:30 The Bore Market https://twitter.com/sassal0x/status/1656857007385894912 14:50 The Promise of Crypto https://twitter.com/RyanSAdams/status/1659177889428914177 16:30 Layer Two Activity https://l2beat.com/scaling/tvl

21:30 What Happened to Ethereum? https://twitter.com/0x_Osprey/status/1659019122548830209 24:40 Client Diversity https://clientdiversity.org/#why 27:15 Not a Monolith https://twitter.com/TrustlessState/status/1657316158729494528 29:30 Block Reorgs https://www.youtube.com/watch?v=QkMjcqVEARc

33:15 Is Ledger Safe? https://www.ledger.com/recover 36:30 Ledger Comms https://twitter.com/Ledger_Support/status/1658892462440456192 40:10 Canceling Ledger https://twitter.com/oklahodl1/status/1658580508320620546 https://twitter.com/0xfoobar/status/1658460603831263232 https://twitter.com/Mudit__Gupta/status/1658368265687556097 https://twitter.com/hosseeb/status/1658740433361702913 43:25 Did They Do Anything Wrong? https://twitter.com/0xfoobar/status/1658965272416452609 49:00 Redundancy https://twitter.com/TrustlessState/status/1658788949165322242

51:00 Coinbase vs the SEC https://twitter.com/MetaLawMan/status/1656737447756038177 53:30 Gary Speaks https://twitter.com/ROCKilroy/status/1658206561125146630?s=20 55:00 Summary https://twitter.com/milesjennings/status/1658515975170555904

58:00 Nike Dot Swoosh https://www.swoosh.nike/location 1:01:10 Optimism Bedrock https://twitter.com/optimismFND/status/1658202279147601921 Polynya: https://twitter.com/apolynya/status/1658312190577836032 1:04:05 Worldcoin OP https://worldcoin.org/blog/announcements/worldcoin-commits-optimism-superchain-vision-ahead-mainnet-launch 1:04:55 Lido v2 https://twitter.com/LidoFinance/status/1658195242149879824 1:05:20 PayPal MetaMask https://metamask.io/news/latest/metamask-and-paypal-all-you-need-to-know-about-buying-eth/ 1:06:30 On-Chain Cease & Desist https://twitter.com/zachxbt/status/1659078481228058624 1:08:00 DRC-20s on Dogecoin https://bitinfocharts.com/comparison/transactions-btc-ltc-doge.html#3m Doge Maxis: https://twitter.com/938433911/status/1657961759322562560 1:09:45 EU MiCA Just Passed https://www.consilium.europa.eu/en/press/press-releases/2023/05/16/digital-finance-council-adopts-new-rules-on-markets-in-crypto-assets-mica/ 1:11:00 Do Kwon Bail https://www.theblock.co/post/230575/do-kwon-bail 1:12:15 Sam Altman Congress https://twitter.com/BanklessHQ/status/1658498249727307776

1:19:00 Questions from the Nation

1:25:00 David’s Shirt https://twitter.com/TrustlessState/status/1659182411467350016 1:26:40 Abandoning Wallets https://twitter.com/0xDesigner/status/1658851890803744768

1:28:00 What David’s Bullish On https://imgur.com/vlEaQMG 1:29:25 Permissionless Spaces

1:30:15 What Ryan’s Bullish On https://twitter.com/RyanSAdams/status/1658660759352614914 https://twitter.com/MetaVsGaming/status/1658687862269771777

1:36:40 MEME of the Week https://twitter.com/MinisterOfNFTs/status/1657793552808656900 https://twitter.com/balajis/status/1657879440146444288

1:37:15 Moment of Zen https://twitter.com/linusekenstam/status/1657083568231702528

---- 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

Did Ethereum Break? with Preston Van Loon & Terence Tsao May 18, 2023

Did Ethereum break or what actually happened?

We brought on Preston Van Loon & Terence Tsao, two Ethereum Protocol Developers, to help us answer that question.

------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing-pod

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

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

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Timestamps:

0:00 Intro 7:53 Did Ethereum Break? 8:22 What Happened? 14:50 Slot Visualization & Connectivity 20:30 Did Users Notice? 23:57 Why Was This Worrisome? 26:19 Preston & Terence's Emotional Response 35:55 Ethereum Resilience 39:30 Was This Good For Ethereum? 41:20 Solana vs. Ethereum Liveness 44:40 Closing & Disclaimers

------ Resources:

Is Ethereum Breaking? https://twitter.com/BanklessHQ/status/1657122512516575232

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

Terence Tsao https://twitter.com/terencechain

----- 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

Is Ledger Safe? with CTO, Charles Guillemet May 17, 2023

Ledger has been the center of attention since the announcement of their new “Recover” feature which has brought into question how secure our Ledger devices actually are.

Charles joins us to walk through how exactly this recover feature functions, breaking down how a Ledger actually functions, and possible paths moving forward.

------ 📣 CONSENSYS | DILIGENCE FUZZING https://bankless.cc/diligence-fuzzing-pod

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader

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

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

🎮IMMUTABLE | GAMING ECOSYSTEM https://bankless.cc/Immutable

🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle

------ Topics Covered

0:00 Intro 6:21 Ledger's Recover Service Overview 18:40 Is Ledger Recover Forced or Opt-In? 23:07 Dissecting a Ledger Device 29:41 Can Firmware Reveal Private Keys? 36:54 A Social Contract With Ledger 42:31 Assurance Of No Back Door 51:16 2-Part Firmware Solution? 57:42 Will Ledger Forget About Us? 1:02:46 Closing and Disclaimers

——— Resources:

Charles https://twitter.com/P3b7_

Ledger https://twitter.com/ledger

---- 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

171 - What Causes Bubbles? with Edward Chancellor - "The Price of Time" May 15, 2023

Edward Chancellor is a financial historian, journalist, and author of, "Devil Take the Hindmost: A History of Financial Speculation" and his latest, “The Price of Time: The Real Story of Interest”

The two books link together the history of money and finance, and human culture.

In today’s episode we explore the ways in which money and finance is embedded deeper in our lives than we may have previously thought.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-edward-chancellor ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ 🪂Airdrop Alpha is waiting for you on Bankless 🪂 https://bankless.cc/AirdropAlphaIsOnBankless

------ We’re living in the era of Central Banker Capitalism, low interest rates and everything bubbles. Is this a new era? What does history tell us will happen next?

Edward Chancellor is going to help us answer these questions. And along the way, you’ll learn timeless lessons about interest, debt, and the time value of money.

------ BANKLESS SPONSOR TOOLS:

📣 SWELL | Stake with Swell https://bankless.cc/Swell

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

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

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ TIMESTAMPS:

0:00 Intro 8:24 Edward’s Book Overlap 19:32 Speculative Bubble’s Inevitability 26:27 Interest, Debt, & Loans 31:15 Debt Jubilee & Inflation 35:05 The Necessity of Inflation 41:55 The Natural Rate of Interest 53:35 The Everything Bubble 1:04:10 The Price of Time 1:07:38 Devil’s Take the Hindmost 1:10:40 Have We Learned From Past Bubbles? 1:17:30 Austrian vs. Keynesian Economics 1:21:20 Edward’s Thoughts on Crypto 1:38:50 Predictions: What Happens Next? 1:42:27 Closing & Disclaimers

------ RESOURCES:

The Price of Time https://www.amazon.com/Price-Time-Real-Story-Interest/dp/0802160069

Devil Take the Hinemost https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806

Primitive Money https://www.elsevier.com/books/primitive-money/einzig/978-0-08-011679-2

Digital Chicago Plan - Column In Breakingviews https://www.breakingviews.com/columns/digital-chicago-plan-fixes-many-financial-woes/

Irving Fisher 100% money https://mises.org/library/100-money

----- 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: Memecoin Frenzy | BRC-20 Tokens | Brad Sherman May 12, 2023

Bankless Weekly Rollup 2nd Week of May 2023

------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

------ 🚀 Stake with Swell https://bankless.cc/Swell

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro

42:10 Bitcoin BRC-20 Boom https://metaversal.banklesshq.com/p/brc20 44:40 UniSat Marketplace https://unisat.io/market 45:20 BTC Ponzi https://twitter.com/ercwl/status/1654816512853639168?s=20 45:55 ORDI Token https://twitter.com/DefiIgnas/status/1655442270399893504?s=20 46:30 Bitcoin Fees https://imgur.com/PX4nlri 49:10 Binance Halts Withdrawals https://twitter.com/binance/status/1655227965062672384

57:30 Brad Sherman https://twitter.com/CoinDesk/status/1656372051035209728 https://twitter.com/BradSherman/status/1653928972026093569 https://twitter.com/TrustlessState/status/1656606486217334786

1:16:20 JOBS https://pallet.xyz/list/bankless/jobs

1:18:00 Questions from the Nation https://www.galaxy.com/galaxyperspectives/exploring-mev-on-eigenlayer/

1:21:30 What David’s Bullish On https://twitter.com/nocturne_xyz/status/1653425371189227521 1:23:30 What Ryan’s Bullish On

1:27:30 MEME of the Week https://www.tiktok.com/@kitbogashow/video/7231353577535474987?lang=en

---- 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

Are Democrats Against Crypto? Rep. Ritchie Torres Answers May 11, 2023

Are Democrats against Crypto? That’s the question we bring in today’s State of the Nation with New York Representative Ritchie Torres.

It seems that crypto is becoming an increasingly divisive and polarized topic in the halls of Congress, and we are hopeful that we can find some common ground on both sides of the aisle.

Crypto is good for the American people. It’s as simple as that.

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 7:00 What is MEV? 13:30 MEV is Subjective 17:15 The Oil Analogy 21:15 The Benefits of Smoothing 28:35 Builders and Proposers 38:45 Forced Centralization 44:35 Rug Pool Protection 48:30 Distribution 58:20 Pros of Burning 1:05:15 Burning on Overdrive 1:09:30 Does this Hurt Stakers? 1:13:55 Too Deflationary? 1:23:30 Monetary Premium 1:28:15 EIP-4844 1:31:00 The Engine 1:35:50 Wen?

——— Resources:

Rep. Torres https://twitter.com/RitchieTorres?s=20

---- 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

Ram Ahluwalia Predicts MORE Bank Failures May 10, 2023

Ram Ahluwalia, CEO of Lumida Wealth Management, joins us for his second time on Bankless to discuss the latest bank failure and what it means for the rest of the traditional finance system.

Are there more failures to come? Can crypto save the banks? Why are politicians being quiet this time around? What will Powell do next? Answers to these questions and much more in the episode.

------ 🚀 Stake with Swell https://bankless.cc/Swell

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Timestamps:

0:00 Intro 8:30 Season Two of the Banking Crisis 10:38 First Republic Bank 13:00 Politicians Being Quiet? 15:13 Ram's Slide Agenda 16:10 Co-Morbidities of Bank Failures 23:40 Negative Equitites 24:40 Publicly Traded Banks 30:27 The Walls Preventing a Collapse 35:40 The Banks' Mycelium Network 39:26 What's the Problem? 45:50 Commercial Real Estate 47:10 The Next 2008? 50:10 CRE Risk 53:07 Arthur Hayes Take 56:40 Balaji Take 1:01:13 Will Powell Blink? 1:03:20 How to Fix the Banks 1:09:35 How Crypto Saves the Banks? 1:12:55 Closing & Disclaimers

------ Resources:

Ram Ahluwalia https://twitter.com/ramahluwalia

----- 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

170 - Burning MEV with Justin Drake and Dom May 08, 2023

Ethereum is getting yet another economic upgrade! The scarcity engine is getting a massive level up with the advent of the MEV Burn.

With Justin Drake and Domothy, they walk us through the research and reasoning behind this next upgrade

Just when we thought we couldn’t get any more bullish…

------ 🚀 DEBRIEF 🚀 https://bankless.cc/YouTubeInfo

------ BANKLESS SPONSOR TOOLS:

📣 SAFE (Gnosis) | ACCOUNT ABSTRACTION https://bankless.cc/AA

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 7:00 What is MEV? 13:30 MEV is Subjective 17:15 The Oil Analogy 21:15 The Benefits of Smoothing 28:35 Builders and Proposers 38:45 Forced Centralization 44:35 Rug Pool Protection 48:30 Distribution 58:20 Pros of Burning 1:05:15 Burning on Overdrive 1:09:30 Does this Hurt Stakers? 1:13:55 Too Deflationary? 1:23:30 Monetary Premium 1:28:15 EIP-4844 1:31:00 The Engine 1:35:50 Wen?

——— Resources:

Justin Drake: https://twitter.com/drakefjustin?s=20

Dom: https://twitter.com/domothy?s=20

Hildobby's Dune Board: https://dune.com/hildobby/eth2-staking

Ultrasound.Money: https://ultrasound.money/

------ Related Episodes:

EIP-1559: https://www.bankless.com/-eip-1559-hasu https://www.bankless.com/-eip-1559-expert-panel-tim-beiko

MEV: https://www.bankless.com/-cryptos-existential-threat-mev-panel https://www.bankless.com/125-matt-cutler

Ultra Sound Money: https://www.bankless.com/-sotn-44-modeling-ultra-sound-money https://www.bankless.com/-ultra-sound-money-justin-drake https://www.bankless.com/-moon-math-the-bull-case-for-cryptography

Justin Drake: https://www.bankless.com/134-ethereum-unsensored-with-justin https://www.bankless.com/shanghai-capella-eth-staking-withdrawals-with-tim-beiko-justin-drake-and-anthony-sassano https://www.bankless.com/150-bull-case-for-ethereum-iv-with-justin-drake-dcinvestor-anthony-sassano https://www.bankless.com/devcon-2-justin-drake https://www.bankless.com/15-bad-eth-takes-with-justin-drake https://www.bankless.com/the-pow-vs-pos-debate-lyn-alden-and https://www.bankless.com/-layer-zero-justin-drake

---- 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: Will FAILING Banks Bring Down the Economy?! May 05, 2023

Bankless Weekly Rollup 1st Week of May 2023

------ ✨Stake with Swell https://bankless.cc/Swell

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

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

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro

3:30 MARKETS 4:42 FED raised rates by 25 basis points https://www.federalreserve.gov/newsevents/pressreleases/monetary20230503a.htm https://twitter.com/carlquintanilla/status/1653822271520223232 https://twitter.com/RyanSAdams/status/1653856569145081856 10:31 Jim Bianco’s take: THEY KNEW THE RISKS https://twitter.com/biancoresearch/status/1653777745791401986

15:20 Banks Failure - Season 2! https://www.fdic.gov/news/press-releases/2023/pr23034.html 24:40 Comparison of the US banks’ failures since 2002 https://twitter.com/mbostock/status/1653221977895882752 27:49 Arthur Hayes’ take: The U.S. Banking System is now Nationalized https://twitter.com/CryptoHayes/status/1653175131123126272

33:41 Meanwhile, Balaji lost the Bitcoin bet https://twitter.com/balajis/status/1653451860488130565 https://twitter.com/balajis/status/1653449321185169409 https://imgur.com/a/Eu4aIIb https://imgur.com/a/Zg9Gh8r

41:48 Coinbase Going International https://twitter.com/coinbase/status/1653385513011740672 https://www.coinbase.com/blog/introducing-coinbase-international-exchange 44:44 In good news…Gary’s GOT 10 DAYS https://twitter.com/iampaulgrewal/status/1653898889311948800

48:35 VENMO bringing Wallets to 60M Americans https://twitter.com/RyanSAdams/status/1652049681050943489 51:00 EigenLayer Stage 1 Mainnet is set to launch https://twitter.com/eigenlayer/status/1653536292171567104 55:20 Sui Mainnet https://twitter.com/SuiNetwork/status/1653731940107956225 SUI coming in at a $13B valuation https://www.coingecko.com/en/coins/sui https://thedefiant.io/sui-raises-300m 59:10 Alexlar https://twitter.com/axelarcore/status/1653384907085737985 Bankless Show https://www.youtube.com/watch?v=erZyGlxchsA 1:01:59 Lens Layer 3 https://twitter.com/StaniKulechov/status/1651898620973576193

1:03:30 New Zachxbt Victim https://twitter.com/zachxbt/status/1651238822963826694 https://twitter.com/CoinGurruu/status/1651250297530974208

1:04:40 Biden proposes 30% climate change tax on cryptocurrency mining https://www.whitehouse.gov/cea/written-materials/2023/05/02/cost-of-cryptomining-dame-tax/

1:08:12 Jobs https://pallet.xyz/list/bankless/jobs

1:11:24 Questions from the Nation

1:16:27 Takes of the Week https://twitter.com/RyanSAdams/status/1653011542563069952 https://twitter.com/TrustlessState/status/1653674756715978752 https://twitter.com/erikvoorhees/status/1653935801338822663

1:20:44 What David’s Bullish On https://twitter.com/TrustlessState/status/1652053503307644930 1:24:34 What Ryan’s Bullish On

1:26:41 MEME of the Week https://twitter.com/natfriedman/status/1625850766039842824

1:30:05 Moment of Zen https://twitter.com/dcbuild3r/status/1653737344170618882 ---- 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

Coinbase Moving Offshore?! with Tom Duff Gordon VP, International Policy, Coinbase May 04, 2023

Ryan and David bring on Coinbase’s VP of International Policy, Tom Duff Gordon VP to discuss Coinbase’s exploration out of the United States.

Are they 4D chess? How does the crypto regulation in the U.S. shape up to overseas competition? Why is the U.S. driving crypto innovation abroad? Does the U.S. have any hope?

------ ✨Stake with Swell https://bankless.cc/Swell

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

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

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ TIMESTAMPS:

0:00 Intro 8:23 Is Coinbase Moving Offshore? 10:00 Coinbase’s International Plan 11:34 Will Coinbase Stay & Fight? 17:38 Is Ether a Security in the EU? 19:30 Ranking Crypto by Geography 24:03 The U.S.’s Crypto Friendliness Ranking 25:30 Coinbase International? 28:28 Coinbase’s Chessboard 32:46 Coinbase’s International Strategy 35:05 What U.S. Retail is Missing Out On 37:05 Coinbase’s Frustration 39:33 Coinbase’s Constraints 45:48 Crypto Game Theory 50:03 Timeline 50:35 Closing & Disclaimers

------ RESOURCES:

Tom Duff Gordon https://twitter.com/tomduffgordon

Coinbase Moving Offshore? https://www.bankless.com/coinbase-offensive-sec-united-states

----- 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

AI and Web3 | Mohamed Fouda & Qiao Wang of Alliance May 03, 2023

AI is exploding into every facet of the internet. The convergence of Crypto and AI is inevitable, and we bring on Qiao Wang and Mohamed Fouda to discuss the opportunities and challenges this presents.

They explore why Web3 provides an interesting platform for AI, such as payment and execution rails for AI agents, easy access to financial tools, and the ability to commission resources permissionlessly. One example of this is AutoGPT, which uses AI to generate code for on-chain smart contracts.

How do we balance caution and optimism? How can we surf this tidal wave of innovation and new frontiers?

------ 🚀 Stake with Swell https://bankless.cc/Swell

------ BANKLESS SPONSOR TOOLS:

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

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

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Resources:

Qiao Wang https://twitter.com/QwQiao

Mohamed Fouda https://twitter.com/mohamedffouda

Alliance https://alliance.xyz/

----- 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

Axelar's General Message Passing Launch with Sergey Gorbunov, Zaki Manian, & Steven Goldfeder May 03, 2023

We’re entering a new multi-chain and secure cross-bridge world very soon. With Axelar's General Message Passing launch, a new era for interoperability has been unlocked.

Tune in to hear from CEO/Co-Founder Sergey Gorbunov, Zaki Manian, Co-Founder of Sommelier Protocol, Co-Founder of Iqlusion, & Steven Goldfeder, Co-founder of Offchain Labs, and contributor to Arbitrum

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ BANKLESS SPONSOR TOOLS:

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

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

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ TIMESTAMPS:

0:00 Intro 5:09 Axelar Explained 8:25 Cross-Chain Bridging 10:46 Axelar’s Announcement 15:10 Bridges of the Past & Future 19:00 General Message Passing 21:40 The New Way For Interoperability 28:42 Arbitrum’s Side 32:36 The Tech Metaphor 35:40 Multichain & Interoperable World 37:00 Bridge Security 39:05 GMP Applications & Services 40:57 Zaki’s Cosmos Vision 43:20 Why is this Bullish for Arbitrum? 47:27 Resources 48:00 Closing & Disclaimers

------ RESOURCES:

Sergey Gorbunov https://twitter.com/sergey_nog

Zaki Manian https://twitter.com/zmanian

Steven Goldfeder https://twitter.com/sgoldfed

----- 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

169 - Why We’re Dumb: How to Think in the 21st Century with Tim Urban May 01, 2023

Society is off track. We all feel it. What’s wrong? How do we fix it without throwing out all the good parts? We brought on Tim Urban to help us answer these questions.

Tim Urban is a blogger, writer, and illustrator, who is best known for his blog "Wait But Why.” Started in 2013, “Wait But Why” covers various topics, from science and technology to social issues and human behavior. Tim recently wrote a book titled: “What's Our Problem?: A Self-Help Book for Societies,” which Ryan and David think offers a roadmap for the tribal crypto communities battling in the Web3 landscape.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-tim-urban ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ 🚀 Airdrop Alpha is waiting for you on Bankless.com https://bankless.cc/Alpha

------ In today’s episode, Tim covers many questions, but the overarching ones are: 1) Power Games vs Liberal Games 2) The Importance of Liberalism to Crypto protocols 3) How to find out whether your crypto tribe is a low-rung echo chamber, or high-mind idea lab 4) Why we MUST solve this problem in order to survive as a society

And of course, we had to ask him if AI is going to come kill us all…? Tim’s answer puts things into perspective.

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

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

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ TIMESTAMPS:

0:00 Intro 7:48 Why Are We Angry? 8:53 Defining Liberalism 17:09 Liberal vs. Power Games 29:45 Modernity, Liberalism, Institutions, & Norms 42:32 How Radical is Crypto? 46:29 Crypto and Tim’s Radical Levels Pyramid 51:05 Steelmanning the Liberalism Argument 1:03:31 Higher vs. Primitive Mind 1:13:51 How to Ascend the Ladder 1:19:50 Low Wrung Thinkers, Social Media, & Society 1:25:05 Tim’s Thoughts on AI 1:32:00 What Gives Tim Hope? 1:35:20 Closing & Disclaimers

------ RESOURCES:

Tim Urban https://twitter.com/waitbutwhy

Tim’s Blog https://waitbutwhy.com/

Tim’s New Book https://www.amazon.com/Whats-Our-Problem-Self-Help-Societies/dp/B0BVGH6T1Q

----- 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: Coinbase is Suing the SEC Apr 28, 2023

Bankless Weekly Rollup 2nd Week of April 2023

------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

------ BANKLESS SPONSOR TOOLS:

📣 SAFE (Gnosis) | ACCOUNT ABSTRACTION https://bankless.cc/AA

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro

4:30 MARKETS 6:30 Mt Gox https://twitter.com/tier10k/status/1651317391626846214?s=20 10:00 ETH Staking https://www.theblock.co/data/on-chain-metrics/ethereum/cumulative-eth-deposited-to-beacon-chain-and-validators 12:00 Staking Dashboard https://dune.com/hildobby/eth2-staking 15:25 Polynya Post https://polynya.mirror.xyz/1ZTJ3_BG2-wnBTy6dJLM5E3TPH8wvLGKQVDAnv7VLIw

20:30 Coinbase Suing the SEC https://twitter.com/iampaulgrewal/status/1650655451720318976?s=20 22:00 MetaLawMan Comments https://twitter.com/MetaLawMan/status/1650847807480135681?s=20 24:50 Coinbase Responds to SEC https://youtu.be/pvbWPUCFdKA 36:30 Shield NFT https://twitter.com/coinbase/status/1650612986980048897?s=20

38:30 John Oliver https://youtu.be/o7zazuy_UfI

51:00 Voyager Binance Deal https://twitter.com/investvoyager/status/1650921887512272917?s=20 52:45 SBF Parents https://www.courtlistener.com/docket/66631291/133/united-states-v-bankman-fried/ 54:30 Lens Bonsai Layer 3 https://twitter.com/lensprotocol/status/1651270830729592832 55:05 DevConnect Istanbul https://twitter.com/EFDevconnect/status/1649069463797481472 55:45 Mad Lads https://twitter.com/Pinapaan/status/1651413751378354176?s=20 57:30 MiCA Going Through https://twitter.com/paddi_hansen/status/1649070968579452933?s=20 59:53 TransUnion DeFi Credit Score https://newsroom.transunion.com/transunion-spring-labs-and-quadrata-partner-to-deliver-credit-scoring-to-blockchain/ 1:00:45 Phi Bankless https://twitter.com/phi_xyz/status/1650801856329949184 1:02:10 Swell Maine https://twitter.com/swellnetworkio/status/1650672099382685698?s=46

1:02:50 Jobs https://pallet.xyz/list/bankless/jobs

1:06:20 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

1:12:00 Chamath Says Crypto is Dead https://youtu.be/WvTTDxMuAis?t=4870 1:15:50 Running an ETH Node https://twitter.com/EthereumOnARM/status/1650805006872768512 18:30 AGI Alignment https://twitter.com/TrustlessState/status/1651538022360285187?s=20

1:22:45 What David’s Bullish On 1:24:40 What Ryan’s Bullish On

1:29:00 MEME of the Week

---- 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

Why Coinbase is Suing the SEC with Paul Grewal, Coinbase's Chief Legal Officer Apr 28, 2023

Paul Grewal, Coinbase's Chief Legal Officer joins Ryan and David to discuss why Coinbase is Suing the SEC. Why did they choose to respond to the SEC's Wells Notice to Coinbase in the way they did? Is Gary playing 4D chess or is he just embarrassing and pushing U.S. crypto innovation outside of the U.S.?

Tune in to hear Paul's thoughts and much more.

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

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🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Timestamps:

0:00 Intro 5:44 Why Coinbase is Suing the SEC? 9:10 SEC Giving Crypto Community Rules? 13:14 Why Gary Thinks There's Clarity 15:22 Petition to Give Crypto Rules! 18:10 Why No Clarity Yet? 20:51 What Kind of Rules Do We Want? 23:44 Engaging with the SEC 26:40 Open Conversation? 34:48 Coinbase Wells Notice 42:11 Why is Gary so Confident? 45:28 Battle of Public Opinion 49:42 Does Crypto Regulation Have Hope? 52:45 Closing & Disclaimers

------ Resources:

Paul Grewal https://twitter.com/iampaulgrewal

Coinbase Suing SEC Blog Post https://www.coinbase.com/blog/coinbase-takes-another-formal-step-to-seek-regulatory-clarity-from-sec-for

Coinbase Wells Notice Video https://www.youtube.com/watch?v=zq2jf4sBdYE&t=576s

Gary's Clarity Video https://twitter.com/GaryGensler/status/1651624244445421591?s=20

----- 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

Bull or Bear? Crypto Market Analysis with Ledger from UpOnly! Apr 27, 2023

Ledger from UpOnly joins Ryan and David without Cobie or an appendix. However, Ledger brings the heat. He gives his takes, predictions, and everything in between on all things ETH, BTC, Shitcoins, Gensler's grilling, and macro.

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------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Resources:

Ledger https://twitter.com/ledgerstatus

----- 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

168 - How to Solve AI Alignment with Paul Christiano Apr 24, 2023

Paul Christiano runs the Alignment Research Center, a non-profit research organization whose mission is to align future machine learning systems with human interests. Paul previously ran the language model alignment team at OpenAI, the creators of ChatGPT.

Today, we’re hoping to explore the solution-landscape to the AI Alignment problem, and hoping Paul can guide us on that journey.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-paul-christiano ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ ✨ Always wanted to become a Token Analyst? Bankless Citizens get exclusive access to Token Hub. Join Them. https://bankless.cc/TokenHubRSS

------ In today’s episode, Paul answers many questions, but the overarching ones are: 1) How BIG is the AI Alignment problem? 2) How HARD is the AI Alighment problem? 3) How SOLVABLE is the AI Alignment problem?

Does humanity have a chance? Tune in to hear Paul’s thoughts.

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 9:20 Percentage Likelihood of Death by AI 11:24 Timing 19:15 Chimps to Human Jump 21:55 Thoughts on ChatGPT 27:51 LLMs & AGI 32:49 Time to React? 38:29 AI Takeover 41:51 AI Agency 49:35 Loopholes 51:14 Training AIs to Be Honest 58:00 Psychology 59:36 How Solvable Is the AI Alignment Problem? 1:03:48 The Technical Solutions (Scalable Oversight) 1:16:14 Training AIs to be Bad?! 1:18:22 More Solutions 1:21:36 Stabby AIs 1:26:03 Public vs. Private (Lab) AIs 1:28:31 Inside Neural Nets 1:32:11 4th Solution 1:35:00 Manpower & Funding 1:38:15 Pause AI? 1:43:29 Resources & Education on AI Safety 1:46:13 Talent 1:49:00 Paul’s Day Job 1:50:15 Nobel Prize 1:52:35 Treating AIs with Respect 1:53:41 Uptopia Scenario 1:55:50 Closing & Disclaimers

------ Resources:

Alignment Research Center https://www.alignment.org/

Paul Christiano’s Website https://paulfchristiano.com/ai/

----- 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: Gary Gensler Grilled at Congress Committee Hearing Apr 21, 2023

Bankless Weekly Rollup 2nd Week of April 2023

------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

------ BANKLESS SPONSOR TOOLS:

📣 SAFE (Gnosis) | ACCOUNT ABSTRACTION https://bankless.cc/AA

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro

4:10 MARKETS 10:00 ETH Staking https://www.rated.network/overview https://imgur.com/JyEFP6j

24:00 Gary Gensler https://financialservices.house.gov/news/documentsingle.aspx?DocumentID=408708 27:15 Patrick McHenry https://twitter.com/BanklessHQ/status/1648359230179782656 29:50 Tom Emmer https://twitter.com/TylerSCrypto/status/1648360838544203777?s=20 35:30 Warren Davidson https://twitter.com/WarrenDavidson/status/1648379560122105882?s=20 37:20 Gary Fans https://twitter.com/BanklessHQ/status/1648365096413052928?s=20 42:20 Missing SBF https://twitter.com/sassal0x/status/1648135965456863236?s=46 43:50 ETH is Not a Security https://twitter.com/lay2000lbs/status/1648356295622422529?s=20 44:40 Republicans vs Democrats https://twitter.com/TrustlessState/status/1648365962100367361?s=20

46:30 Gensler vs Bittrex https://www.sec.gov/news/press-release/2023-78 https://twitter.com/MasonVersluis/status/1647987623670218752?s=20 50:50 SEC Crypto Regulations https://twitter.com/TrustlessState/status/1648234719081816064 51:40 Coinbase Bermuda https://fortune.com/crypto/2023/04/19/coinbase-gets-bermuda-license-plans-to-launch-offshore-exchange-in-coming-weeks/

53:30 SEC Decentralized Exchanges https://www.coindesk.com/layer2/2022/04/05/a-new-sec-definition-for-exchanges-has-big-implications-for-crypto/ 55:30 Opaque Regulation https://www.coincenter.org/a-new-sec-proposal-has-a-serious-change-hidden-within-its-complex-language/ 57:15 Hester Peirce https://www.sec.gov/news/statement/peirce-rendering-inovation-2023-04-12

1:05:00 Rocket Pool Atlas https://twitter.com/Jasper_ETH/status/1647409214027972615?s=20 https://medium.com/rocket-pool/rocket-pool-atlas-upgrade-7c69e39a3d5f https://twitter.com/drworm_eth/status/1648427406259294209?s=20 https://dune.com/drworm/rocketpool 1:09:40 Magi OP Stack Rollup https://twitter.com/NoahCitron/status/1648702968219471875?s=20 1:11:20 Uniswap Wallet https://www.youtube.com/watch?v=C74rHvKgnWU 1:12:20 Unknown Exploit https://twitter.com/tayvano_/status/1648187031468781568 1:16:45 Solana Phone https://twitter.com/solanamobile/status/1646580454768910344 1:18:35 Mattel Crypto https://corporate.mattel.com/news/mattel-creations-launches-digital-collectibles-marketplace 1:19:10 Trump NFTs https://collecttrumpcards.com/

1:20:30 1inch on zkSync https://twitter.com/1inch/status/1649050974751948800?s=46 1:20:45 Apple Savings Account https://www.apple.com/newsroom/2023/04/apple-cards-new-high-yield-savings-account-is-now-available-offering-a-4-point-15-percent-apy/ 1:22:45 Permissionless II https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

1:27:00 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

TAKES 1:36:30 Mocking Crypto https://twitter.com/_blakewest/status/1646181872194703360?s=46 1:39:00 Backed by the Army https://twitter.com/bendifrancesco/status/1648767224159559701?s=46

1:40:45 What David’s Bullish On 1:42:45 What Ryan’s Bullish On

MEME of the Week https://twitter.com/BanklessHQ/status/1648442906301325314

---- 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

a16z Crypto CTO: State of Crypto 2023 Apr 19, 2023

Today, we're talking about the State of Crypto with Eddy Lazzarin, the CTO of a16z Crypto.

The 2023 a16z Crypto Report was published last week and discussed a number of topics, including developer activity, transaction volume, users, and so much more.

What are the best insights as we look forward to the rest of the year?

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------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🧠 AMBIRE | SMART CONTRACT WALLET https://bankless.cc/Ambire

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Resources:

2023 State of Crypto Report https://a16zcrypto.com/content/article/state-of-crypto-report-2023/

----- 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

167 - Eliezer is Wrong. We’re NOT Going to Die with Robin Hanson Apr 17, 2023

In this highly anticipated sequel to our 1st AI conversation with Eliezer Yudkowsky, we bring you a thought-provoking discussion with Robin Hanson, a professor of economics at George Mason University and a research associate at the Future of Humanity Institute of Oxford University.

Eliezer painted a chilling and grim picture of a future where AI ultimately kills us all. Robin is here to provide a different perspective.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-robin-hanson ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ ✨ NEW BANKLESS PRODUCT | Token Hub https://bankless.cc/TokenHubRSS

------ In this episode, we explore:

- Why Robin believes Eliezer is wrong and that we're not all going to die from an AI takeover. But will we potentially become their pets instead? - The possibility of a civil war between multiple AIs and why it's more likely than being dominated by a single superintelligent AI. - Robin's concerns about the regulation of AI and why he believes it's a greater threat than AI itself. - A fascinating analogy: why Robin thinks alien civilizations might spread like cancer? - Finally, we dive into the world of crypto and explore Robin's views on this rapidly evolving technology.

Whether you're an AI enthusiast, a crypto advocate, or just someone intrigued by the big-picture questions about humanity and its prospects, this episode is one you won't want to miss.

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 8:42 How Robin is Weird 10:00 Are We All Going to Die? 13:50 Eliezer’s Assumption 25:00 Intelligence, Humans, & Evolution 27:31 Eliezer Counter Point 32:00 Acceleration of Change 33:18 Comparing & Contrasting Eliezer’s Argument 35:45 A New Life Form 44:24 AI Improving Itself 47:04 Self Interested Acting Agent 49:56 Human Displacement? 55:56 Many AIs 1:00:18 Humans vs. Robots 1:04:14 Pause or Continue AI Innovation? 1:10:52 Quiet Civilization 1:14:28 Grabby Aliens 1:19:55 Are Humans Grabby? 1:27:29 Grabby Aliens Explained 1:36:16 Cancer 1:40:00 Robin’s Thoughts on Crypto 1:42:20 Closing & Disclaimers

------ Resources:

Robin Hanson https://twitter.com/robinhanson

Eliezer Yudkowsky on Bankless https://www.bankless.com/159-were-all-gonna-die-with-eliezer-yudkowsky

What is the AI FOOM debate? https://www.lesswrong.com/tag/the-hanson-yudkowsky-ai-foom-debate

Age of Em book - Robin Hanson https://ageofem.com/

Grabby Aliens https://grabbyaliens.com/

Kurzgesagt video https://www.youtube.com/watch?v=GDSf2h9_39I&t=1s

----- 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: ETH Staking Withdrawals | Shapella Upgrade | Arbitrum Governance Controversy Apr 14, 2023

Bankless Weekly Rollup 2nd Week of April 2023

------ 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 2:45 CryptoTaxCalculator https://bit.ly/3me8nfF

4:45 MARKETS 13:20 Layer 2 Adoption https://l2beat.com/scaling/tvl 16:00 a16z Report https://a16zcrypto.com/content/article/state-of-crypto-report-2023/ 18:40 Trusting Crypto https://www.pewresearch.org/fact-tank/2023/04/10/majority-of-americans-arent-confident-in-the-safety-and-reliability-of-cryptocurrency/

24:00 Shapella Withdrawals https://twitter.com/etherscan/status/1646281789735047168 28:40 Danny Ryan https://twitter.com/dannyryan/status/1641679529188925442 29:50 Nail-Biter 35:25 ETH Withdrawal Stats https://app.metrika.co/ethereum/dashboard/withdrawals-overview

41:25 Arbitrum Foundation https://twitter.com/arbitrum/status/1642653013062868992 48:30 Eric Wall Take https://twitter.com/ercwl/status/1644819508798865408

52:00 Euler Redemptions https://forum.euler.finance/t/plan-for-redemption-of-euler-funds-v2/947 53:55 Bitcoin Lightspark https://twitter.com/davidmarcus/status/1645849537691676672 56:10 FTX Recovery https://twitter.com/WatcherGuru/status/1646207148244844560 59:45 Japan Crypto https://www.coindesk.com/policy/2023/04/06/japan-releases-web3-white-paper-to-promote-industry-growth-in-the-country/ 1:03:20 Winklevoss Gemini https://archive.ph/iCDGW

1:03:15 🚀 TOKEN HUB 🚀 https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

1:06:00 MetaMask Buy https://twitter.com/MetaMask/status/1645446587131346946 1:06:30 Etherscan Token Approval https://twitter.com/tayvano_/status/1644977491612930048 1:10:50 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

1:18:05 Regulation https://twitter.com/financenewsguy/status/1646116774880989184

1:23:30 What David’s Bullish On https://twitter.com/sassal0x/status/1644543263670685698 1:25:25 What Ryan’s Bullish On

MEME of the Week https://cdn.discordapp.com/attachments/519280913289445376/1096072369128345650/unnamed_81.png

---- 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

Shanghai-Capella: ETH Staking Withdrawals with Tim Beiko, Justin Drake, and Anthony Sassano Apr 12, 2023

Ryan, David, Tim Beiko, Justin Drake, and Anthony Sassano unpack everything you need to know about today’s, highly anticipated Shanghai-Capella: ETH Staking Withdrawals.

Also, the five cover ETH staking mechanics, withdraw upgrade FUD myths, what’s next for Ethereum, and Justin’s prediction around, staking airdrops?!...

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 8:20 Shanghai-Capella Explained 10:09 ETH Staking Mechanics 14:33 Deposit Queue 18:10 Why Shanghai-Capella 21:04 Importance of Shanghai-Capella 24:52 Validators & Finality 28:12 Sassal’s Thoughts on Shanghai-Capella 32:26 Major Derisk Event? 34:30 Demystifying Withdraw Upgrade FUD 42:35 Where Will Ether Accrue? 46:20 Benefits of Competition for ETH Stakers 48:55 Bear Case for ETH Price 55:35 Solo-Staking 1:01:30 Making Solo-Staking Easier 1:04:30 Re-Keying 1:06:00 What is Next for Ethereum? 1:09:48 Anthony Sassano’s Tinkering Setup 1:15:50 Staking Airdrops?! 1:19:00 Closing & Disclaimers

------ Resources:

26:50 Binance gets busted https://www.cftc.gov/PressRoom/PressReleases/8680-23 https://twitter.com/Bonecondor/status/1640376962999787521 https://twitter.com/Bonecondor/status/1640398821153816592 https://www.binance.com/en/blog/from-cz/czs-response-to-the-cftc-complaint-2408916493005890282 https://twitter.com/blockbytescom/status/1640370581949362182

Anthony Sassano https://twitter.com/sassal0x

----- 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

166 - Leaving Web2 with Sriram Krishnan Apr 10, 2023

Sriram Krishnan is a GP at a16z Crypto and a defector from Web2 to Web3. Formerly a Product Lead at Facebook, Twitter, and Snapchat, Sriram has seen basically everything there is to see in the world of Web2, and especially Web2 social. He also hosts a podcast with his wife covering tech and internet creators, so he knows a thing or two about the world of creators, internet social platforms, and crypto.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-sriram-krishnan ------ What’s broken about Twitter, Instagram, and Facebook? And how can it be fixed? Can it be fixed? Sriram has many profound ideas.

Growing up in a small town in India with little opportunity, Sriram used the internet to change the course of his life. Now he worries that these same opportunities won’t be available for the next generation. He believes Web3 is the only way to keep the internet full of opportunity for the next generations.

In today’s episode, we cover why Sriram defected from Web2 to Web3, why Twitter can topple world governments but can’t sell ads effectively, why every social media network has to start with status, how crypto and AI intersect, and much more.

------ Topics Covered

0:00 Intro 7:14 Eliezer Yudkowsky 8:19 Sriram’s Thoughts on A.I. 11:35 Sriram’s Background & North Star 16:10 The Early Internet Explained 19:54 The Permissionless of the Internet Today 22:18 What Are API Keys? 25:55 Towers vs. Townsquares 28:24 TikTok Hearings & Web2 Solutions 36:13 Twitter 43:25 New Age of Twitter 49:29 Web3 Social Tour 1:02:46 Overcoming Web2 Network Effects 1:20:20 How to Crypto-Pill Elon 1:22:38 Web2 Pausing Web3 Adoption 1:26:32 Future of Creators 1:30:25 Web3 & Creators 1:35:06 Crypto & AI 1:40:33 Sriram’s Closing Arguments 1:42:22 Closing & Disclaimers

------ Resources:

Sriram & His Wife’s Podcast https://www.youtube.com/@AarthiAndSriram/videos https://www.aarthiandsriram.com/

Sriram’s Twitter https://twitter.com/sriramk

Eugene Wei’s Status-as-a-Service https://www.eugenewei.com/blog/2019/2/19/status-as-a-service

----- 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: Elizabeth Warren's Anti-Crypto Army | Arbitrum Controversial Vote | Dogecoin Twitter Apr 07, 2023

Bankless Weekly Rollup First Week of April 2023

Daily Gwei: https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA

Anthony Sassano: https://twitter.com/sassal0x

------ 🚀 CONSENSUS GIVEAWAY: https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro

3:30 MARKETS 9:25 Self Custody https://twitter.com/santimentfeed/status/1640454653900124166 10:00 Uniswap vs Coinbase https://twitter.com/esatoshiclub/status/1642879360473464833 11:30 TraderJoe Arbitrum https://twitter.com/SizeChad/status/1641780916509974529 13:20 Nasdaq Price https://twitter.com/ercwl/status/1641974275023200257 15:25 Silk Road Bitcoin https://www.docdroid.net/cAA99Gw/123-pdf https://twitter.com/joemccann/status/1641845646226509824

21:30 Arbitrum Controversial Vote https://twitter.com/0xedenau/status/1642502145839890432 Vote: https://snapshot.org/#/arbitrumfoundation.eth/proposal/0x3be7368a662d1cf12fa4da768d626edbc013be0dc7b994fef2e24d9a54e4033a Response: https://twitter.com/arbitrum/status/1642653014518366209 Clarification: https://twitter.com/arbitrum/status/1643699348683870211 AIP-1: https://forum.arbitrum.foundation/t/aip-1-arbitrum-improvement-proposal-framework/30

43:50 Elizabeth Warren’s War on Crypto Tweet: https://twitter.com/ewarren/status/1641138829162577928 Stop: https://twitter.com/BanklessHQ/status/1641738330147569664

50:04 Dogecoin Twitter https://twitter.com/elonmusk/status/1642976364080041984

51:55 Binance Interpol https://twitter.com/cobie/status/1643030646326202370 https://twitter.com/cobie/status/1643042169153028097 https://cryptopotato.com/cz-says-interpol-red-notice-rumors-are-fud/

58:45 Euler Hack https://twitter.com/eulerfinance/status/1643345907344379904 https://forum.euler.finance/t/special-announcement/900 1:02:45 Optimism RPGF https://optimism.mirror.xyz/Upn_LtV2-3SviXgX_PE_LyA7YI00jQyoM1yf55ltvvI 1:09:45 MEV Flashbots Attack https://twitter.com/Mudit__Gupta/status/1642844239733071872 https://twitter.com/hudsonjameson/status/1642806078088921094 https://twitter.com/metachris/status/1642862456556130306 https://twitter.com/nanexcool/status/1643325676051652612 1:19:30 EIP-4844 https://twitter.com/peter_szilagyi/status/1642945334396551171

1:21:24 News Opensea Pro: https://twitter.com/openseapro/status/1643314687134556160 Airplane Ticket NFT: https://flybondi.com/ar/ticket3puntocero MicroStrategy Bitcoin: https://twitter.com/BitcoinMagazine/status/1643624720598720513 Signature Tether: https://www.bloomberg.com/news/articles/2023-04-04/signature-s-signet-provided-path-for-tether-holders

1:24:30 zkSync Era https://twitter.com/zksync/status/1642277357368090626

1:31:15 Raises Ledger: https://www.ledger.com/blog/a-message-from-pascal-gauthier-chairman-ceo-of-ledger LayerZero: https://www.coindesk.com/business/2023/04/04/crypto-protocol-layerzero-raises-120m-series-b-at-3b-valuation/ Li.Fi: https://twitter.com/lifiprotocol/status/1643226950318837768 ENS Vision: https://twitter.com/ensvision/status/1643214583308472321

1:34:30 Jobs https://pallet.xyz/list/bankless/jobs

1:37:10 Questions from the Nation https://www.bankless.com/join?utm_source=YouTube&utm_medium=Intro&utm_campaign=Intro_CTA1

1:40:15 TAKES War on Cryptography: https://twitter.com/functi0nzer0/status/1641774901949259777 FTX Credit Card: https://twitter.com/el_chapo_gb/status/1641138874205208584

1:42:10 MEME(s) of the Week https://twitter.com/bitcoinmagazine/status/1642955995407347712

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://www.bankless.com/disclosures

Will the Fed Thread the Needle? with Itay Vinik Apr 05, 2023

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.

Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession?

------ ✨ BECOME A BANKLESS CITIZEN ✨ https://www.bankless.com?utm_source=YouTube&utm_medium=ChannelLinks&utm_campaign=Website!

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 6:00 Itay Returns 8:00 Reflecting on 2022 12:04 Equi Portfolio 15:35 Threading the Needle 19:10 Destroying Wealth 26:45 Accelerating Chaos 29:10 Inflation and Monetary Supply 38:30 The Fed is Bleeding 43:30 Small Cap Stocks 46:00 Will the Fed Pivot? 55:14 Economic Recession 1:01:14 Recession Indicators 1:02:59 Hopium 1:06:24 The US Banking System 1:09:44 How to Analyze the Economy

------ Resources:

Itay Vinik https://twitter.com/VinikItay?s=20

Equi https://www.equi.com/

Links to our recent macro series https://youtu.be/pP_HHE0kFhA https://youtu.be/E8lxrsF29u0 https://youtu.be/-DzY_pCFGbI. https://youtube.com/live/eregdZPLYjg. https://youtu.be/5sNCrPAwt6w

----- 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

165 - Death of the Dollar?! with Lyn Alden Apr 03, 2023

Lyn Alden is one of crypto’s favorite macro commentators and also a frequent returning guest to the Bankless program. When Lyn comes on Bankless, you know it’s because Macro is confusing, and we need help navigating these chaotic waters.

Inflation! Bank run! Insolvency! Recession! Everyone’s yelling things! But what’s going to happen? Lyn has the answers.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-lyn-alden ------ In today’s episode, Lyn covers whether or not the Fed Balance sheet is expanding to infinity, what’s even on the Fed Balance sheet, how the Fed actually works, why a regional bank crisis might domino to the Dollar losing world reserve currency status, and how that same bank crisis might impact the 2024 US Election.

This is a Lyn Alden episode you don’t want to miss.

------ Topics Covered

0:00 Intro 5:09 Summary of Last Few Weeks 6:19 Speed Bump or Phase Change? 7:55 Nobody Knows What Happens Next 10:10 The Balaji to Ben Spectrum 18:14 Fed Balance Sheet Timeline 24:08 Run on the Fed? 31:05 U.S. Treasuries Value 41:31 Impact of the Economy Post-Sucking 47:31 Innovation Damper 49:18 Rethinking the Dollar’s Role in the World 52:52 Bull Case for Non-U.S. Dollar Supremacy 57:38 More Division in the Economy? 1:01:38 Loss of the Dollar? 1:08:00 Reserve Currency Predictions 1:12:47 Bitcoin Liquidity Profile 1:15:46 What Do We Do Lyn? 1:18:14 Is Crypto the Ultimate Tail Risk? 1:20:19 Closing & Disclaimers

------ Resources:

Lyn Alden Twitter https://twitter.com/LynAldenContact

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

Links to our recent macro series https://youtu.be/pP_HHE0kFhA https://youtu.be/E8lxrsF29u0 https://youtu.be/-DzY_pCFGbI https://youtube.com/live/eregdZPLYjg

----- 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: CZ Busted?! | Gensler Testifying Soon | SBF in More Trouble | War on Crypto Continues Mar 31, 2023

Bankless Weekly Rollup Last Week of March 2023

------ 📣 Infura | New SDK for NFT APIs For Devs https://bankless.cc/Infura

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------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro

3:56 Markets 5:49 2/3 of QT reversed https://twitter.com/biancoresearch/status/1639004727001358339 17:41 Staking tokens up - April 12 is the date https://decrypt.co/124812/ethereum-staking-tokens-shanghai-upgrade-gets-date 19:14 Arbitrum https://l2beat.com/scaling/projects/arbitrum https://twitter.com/TingHu888/status/1638884726441410561 21:00 How much ETH is lost forever? https://twitter.com/jconorgrogan/status/1637944295746412549

35:18 War on Crypto continues https://www.whitehouse.gov/wp-content/uploads/2023/03/ERP-2023.pdf https://twitter.com/FEhrsam/status/1638247809488150529 https://twitter.com/ryansadams/status/1640511693045346305

43:20 Crypto has its defenders even outside of crypto! https://twitter.com/nic__carter/status/1640494485456003072 https://twitter.com/FinancialCmte/status/1640804417850036227 https://twitter.com/Dennis_Porter_/status/1640144615843188737 https://www.bankless.com/congressman-tom-emmer-tackles-the-war-on-crypto https://decrypt.co/124872/sec-gensler-insists-clear-rules-crypto-already-exist https://twitter.com/RyanSAdams/status/1641060548312813570

57:38 ETH 57:45 Polygon ZkEVM launched https://twitter.com/BanklessHQ/status/1640745582644830210 59:48 Consensys launched their zk-rollup Linea https://twitter.com/LineaBuild/status/1640639901292015616 1:00:18 L2Beat introduced Risk Rosette https://twitter.com/l2beat/status/1640302851900465154

1:02:39 Euler https://etherscan.io/tx/0xf69c53b82273764989cdecf75b6daabb0c0bd30b4e659bca080948126c1f992c https://etherscan.io/tx/0xf69c53b82273764989cdecf75b6daabb0c0bd30b4e659bca080948126c1f992c

1:05:39 MakerDAO https://twitter.com/MakerDAO/status/1641106700756213760

1:07:18 NFTs Ticketmaster debuts NFT-gated ticket sales https://business.ticketmaster.com/business-solutions/nft-token-gated-sales/

1:09:56 Microstrategy https://www.coindesk.com/business/2023/03/27/microstrategy-pays-off-silvergate-loan-buys-more-bitcoin/

1:11:07 Nasdaq to launch crypto custody service in Q2 https://twitter.com/watcherguru/status/1639236196894121984

1:11:40 Avalanche C chain out of order for +50 minutes https://twitter.com/kevinsekniqi/status/1638712640242319364 1:12:27 U.S. charged SBF from bribing China https://www.reuters.com/legal/ftxs-bankman-fried-charged-with-bribery-conspiracy-new-indictment-2023-03-28/ 1:13:05 Pause on training AI https://futureoflife.org/open-letter/pause-giant-ai-experiments/

1:16:44 Dune Integrates Chat GPT4! https://twitter.com/DuneAnalytics/status/1640386318000611329 1:18:48 MetaMask is integrating SiwE natively! https://twitter.com/SpruceID/status/1639043625047977985 1:21:00 Kraken partnership with Williams Racing https://twitter.com/krakenfx/status/1640700416156397571 1:22:33 Conduit https://twitter.com/conduitxyz/status/1640731248124637185

1:23:33 Jobs https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf

1:27:06 Questions from the Nation Bigwiggle501 Goggart RocketPoolster

1:34:18 Takes https://twitter.com/TrustlessState/status/1639621702115049477 https://twitter.com/friedberg/status/1641206963538399234 https://twitter.com/RyanSAdams/status/1641270392948944896

1:43:55 What David’s Bullish On 1:46:00 What Ryan’s Bullish On

1:48:25 MEME of the Week https://twitter.com/biancoresearch/status/1639086175721000961 https://twitter.com/Fiskantes/status/1640388198215069699

1:49:44 Risks & Disclaimers

---- 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

Congressman Tom Emmer Tackles the War on Crypto Mar 29, 2023

Representative Tom Emmer is a U.S. Representative for Minnesota, and is the serving House Majority Whip as of this year, making him one of the highest-ranking members of the U.S. House of Representatives. He has been an outspoken advocate of crypto and has rung the alarm bells as to what seems to be the politically-driven debanking of crypto in the United States of America.

------ 📣 Infura | New SDK for NFT APIs For Devs https://bankless.cc/Infura

------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/dashboard

------ BANKLESS SPONSOR TOOLS:

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 5:35 Function of the House Whip 7:06 Crypto’s Priorities 8:42 Does the U.S. Hate Crypto? 12:30 Operation Choke Point 2.0 16:00 What Do We Do? 21:01 Economic Report & Partisanship 31:46 Are We Close to Common Ground? 36:46 Crypto’s Role in the 2024 Election 39:37 Closing & Disclaimers ------ Resources:

Representative Tom Emmer https://twitter.com/GOPMajorityWhip https://twitter.com/GOPMajorityWhip/status/1636008298481680384 https://twitter.com/GOPMajorityWhip/status/1633970248549269511

------ 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

Jim Bianco on the Health of the Global Financial System Mar 29, 2023

Jim Bianco is the Head of Bianco Research and owner of BiancoResearch.ETH, Jim is our go-to source of macro analysis from someone who also knows crypto.

Jim was early and loud about the initial Fed pivot into rising interest rates, all the way back in March of 2022, before much of the crypto industry really understood how significant interest rates can be.

Now, we’re having Jim back on for his 4th time to help us navigate this next wave of macro chaos.

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------ Timestamps:

0:00 Intro 8:10 Balaji's Bet 10:48 Arthur Hayes & Ben Hunt 14:30 The Fed's Balance Sheet Chart 18:00 Deposits in Banks Chart 27:20 BTFP 36:09 Raising Rates & Insolvency 38:35 The Long Tail of Banks 47:09 Treasury Returns?! 54:45 Uncertainty & Bond Market 58:20 Phase Change 1:02:24 Signs of Health 1:06:55 What is Jim Doing? 1:10:40 Closing & Disclaimers

------ Resources:

Jim Bianco https://twitter.com/biancoresearch https://twitter.com/biancoresearch/status/1638995201770536961 https://twitter.com/biancoresearch/status/1639004727001358339

------ 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

Polygon zkEVM Launch with Mihailo Bjelic and Jordi Baylina Mar 27, 2023

Ryan talks to Polygon's Mihailo and Jordi about the launch of their zkEVM!

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

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:58 Polygon zkEVM 10:40 What Polygon zkEVM Unlocks? 16:40 Polygon zkEVM vs. PoS 18:20 Polygon PoS Chain 22:24 Cost Per Transaction 24:30 Optimistic Rollup vs. zkEVM 29:37 Polygon Ecosystem 38:06 Polygon zkEVM Value Proposition 46:00 Risks of New Tech 54:15 $MATIC 56:20 Closing, Resources, & Disclaimers

------ Resources:

Mihailo https://twitter.com/MihailoBjelic

Jordi https://twitter.com/jbaylina

Polygon Labs Launches zkEVM Layer 2 https://www.theblock.co/post/222950/polygon-labs-unveils-zkevm-layer-2-scaling-solution https://wiki.polygon.technology/docs/zkEVM/develop/

------ 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

164 - The FBI Agent Who Took Down the Silk Road with Chris Tarbell Mar 27, 2023

Chris Tarbell is a former FBI Agent specializing in cyber investigations. While at the FBI, Chris led some of the most high-profile cybercrime investigations in the world, including the arrest of members of the hacker group LulzSec, as well as the founder of the Silk Road, Ross Ulbricht, which resulted in the largest seizure of bitcoins to date.

------ ✨ DEBRIEF | Unpacking the episode: https://www.bankless.com/debrief-the-fbi-agent-who-took-down-the-silk-road ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ Rarely do we have the opportunity to pick the brain of a cybercop, but this was our opportunity to see through the eyes of the FBI agent who took down the Silk Road in the largest crypto seizure ever recorded.

In today’s episode, Chris shares the story of crypto, Ross Ulbricht, and the Silk Road as told by the FBI agent who took it down. We also dig into the eternal cat-and-mouse game between Cybercriminals and Cyberpolice, how to protect yourself from people who want to take your crypto, and if the FBI wants your private keys, how they get them.

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👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 9:10 Bitcoin Predictions 10:08 FBI’s Crypto Impression 11:15 Chris’s Crypto Aha Moment 16:11 FBI’s Institutional Knowledge 17:00 Silk Road Story 21:25 FBI Divisions 27:14 Growth of the Silk Road 30:39 Purchasing on the Silk Road 31:36 Why End the Silk Road? 34:17 Ross Ulbricht 37:38 Timeline of the Investigation 39:00 Dread Pirate Roberts 42:20 Ross Ulbricht as a Martyr 43:27 What Ross Was Charged With? 44:05 Chris’s Thoughts on Ross? 46:30 Sabu vs. Ross 48:05 Other Charges 50:53 Silk Road Principles 52:45 Silk Road Bitcoin Vault 54:53 Seizing the Laptop 56:04 The Black Marketplace Wave 57:32 FBI Adapting 1:00:52 Cyber Police 1:03:26 What Chris Sees in Crypto 1:06:30 Bursting the Crypto Utopia 1:10:59 Crypto Tools 1:12:11 Steelmanning the Crypto Case 1:15:39 Tornado Cash 1:17:58 Hive Ransomware 1:21:05 Profile of a Hacker 1:22:21 The New Frontier of Ransomware 1:22:38 Nationstate Actors 1:25:04 Honeypots for Hackers 1:27:49 How to Protect Yourself 1:32:06 Prioritizing Targets 1:36:00 zkProofs & Privatization 1:39:32 Missing Silk Road Bitcoin Story 1:43:46 Chris’s Podcast 1:45:10 Closing & Disclaimers

------ Resources:

Hacker and the Fed https://podcasts.apple.com/us/podcast/hacker-and-the-fed/id1649541362

Naxo https://www.naxo.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://www.bankless.com/disclosures

Ben Hunt says, “Cut the BS! The Banks Are Solvent!" Mar 25, 2023

There are bank runs and also rumors of more bank runs on the horizon. One side says, “the banks are insolvent, get to the lifeboats.” Another side says, “the banks are going to be fine…we’re sick and tired of doomers pulling the fire alarm.” Who’s right?

This is our third episode in a series of conversations. To get the full debate you’ll need to listen to the last two episodes with Balaji Srinivasan and Arthur Hayes.

In this episode, we’re speaking with Ben Hunt who lays out the counterpoint details on why banks are going to be fine. He believes Balaji and Arthur are dangerously wrong. Tune in to hear why!

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps

0:00 Intro 6:55 Ben’s Crypto Credentials 10:36 Critiques of the Fed 16:55 Ben’s Understanding of Balaji’s Thesis 24:33 What Ben Believes is Untrue 33:42 Treasuries Are the Safest Assets? 43:34 Ben’s Objection 45:55 Icebergs 50:52 Fiat is Better? 57:45 Step Back for Society? 1:02:26 Checks on Power 1:07:39 Rules-Based Monetary Policy 1:12:30 How to Fix the Fed 1:15:35 Closing & Disclaimers

------ Resources:

Previous Debates https://www.bankless.com/balaji-bets-the-dollar-will-hyperinflate-to-zero-not-a-drill https://www.bankless.com/arthur-hayes-says-get-your-bitcoin-and-get-out

Ben Hunt https://twitter.com/EpsilonTheory

------ 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

zkSync Era Mainnet Launch & NEW zkEVM with Alex Gluchowski and Anthony Rose Mar 24, 2023

Alex Gluchowski is the Co-founder and CEO of Matter Labs and the creator of zkSync. Anthony Rose is the head of engineering at Matter Labs and has a background in software and machine learning. Prior to joining Matter Labs, Anthony spent a number of years in the industry building teams at SpaceX.

In today’s episode, the four talk about zkSync’s massive announcement, they’ve launched their zkEVM to mainnet! They also delve into the engineering challenges, what zk unlocks, the difference between zkEVM vs Optimistic Rollups, what builders need to know, and of course…wen token?!

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

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps

0:00 Intro 8:15 zkSync’s Era Mainnet Launch 8:53 The Importance of zkSync Era 9:53 zkSync Era 13:53 Staged Roll-Out 18:50 zkSync Era Projects 21:14 Engineering Challenges 26:25 What Does zk Unlock? 28:16 zkEVMd vs Optimistic Rollups 36:35 How Low Can Gas Fees Go? 39:22 The Power of zkEVMs 48:58 How is zkSync Era Different? 53:08 New Risks to Pay Attention to 55:35 Path to Decentralization & Security 1:03:42 What Do Builders Need to Know? 1:05:36 Resources 1:07:12 Token?! 1:08:20 Closing & Disclaimers

------ Resources:

zkSync Website https://zksync.io/

Alex Gluchowski https://twitter.com/gluk64

Anthony Rose https://twitter.com/anthonykrose

------ 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

Bankless Weekly Rollup 4th Week of March 2023

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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro

3:08 Markets 6:47 FED hikes https://www.cnbc.com/2023/03/22/fed-rate-hike-decision-march-2023.html 12:30 Volatility https://twitter.com/ColeGotTweets/status/1637645721485598725 13:40 ETHBTC & Wartime https://twitter.com/TrustlessState/status/1638878806105628673 22:50 Crypto VC List https://coinstack.substack.com/p/the-crypto-vc-list-2023

27:48 Do Kwon Arrested https://twitter.com/BanklessHQ/status/1638891838881910785

29:38 Arbitrum Airdrop https://twitter.com/arbitrum/status/1638163831833649152 33:14 Earnifi https://earni.fi/account https://www.coingecko.com/en/coins/arbitrum

37:24 War on Crypto 37:34 SEC Coinbase Wells Notice https://twitter.com/RyanSAdams/status/1638655328257548289 https://twitter.com/brian_armstrong/status/1638654192138199041 https://twitter.com/iampaulgrewal/status/1638660032324829184 https://twitter.com/brianquintenz/status/1638747660080533504 https://twitter.com/jessepollak/status/1638716234027106305 https://twitter.com/RebeccaRettig1/status/1638867335745290240 46:25 Sushi SEC Subpoena https://www.theblock.co/post/221723/sushi-hit-with-sec-subpoena-seeking-3-million-usdt-legal-defense-fund 46:55 SEC Lawsuit Against Justin Sun & Celebrity Promoters https://www.nytimes.com/2023/03/22/technology/justin-sun-sec-crypto.html

47:55 Bank Pressure & Contagion Spreads https://www.cnbc.com/2023/03/20/what-ubs-rescue-of-credit-suisse-cs-means-for-markets-and-banks.html https://www.wsj.com/articles/signature-bank-new-york-community-bancorp-flagstar-bank-crypto-barney-frank-fdic-9b825e2e

56:56 Euler Hack Update https://twitter.com/peckshield/status/1636985705858764800?s=20 https://twitter.com/TrustlessState/status/1637864971290697738 https://twitter.com/chainalysis/status/1636739618249867265? https://twitter.com/proofofjake_/status/1638225829397143555

58:55 IRS Tax Treatment of NFTs https://www.irs.gov/newsroom/irs-issues-guidance-seeks-comments-on-nonfungible-tokens 1:00:15 Magic Eden Bitcoin Ordinals https://cointelegraph.com/news/magic-eden-launches-marketplace-for-bitcoin-ordinals 1:01:29 Avalanche Short Outage https://twitter.com/WuBlockchain/status/1638711219778646016

1:02:40 Florida Gov. US CBDC Ban https://www.flgov.com/2023/03/20/governor-ron-desantis-announces-legislation-to-protect-floridians-from-a-federally-controlled-central-bank-digital-currency-and-surveillance-state/

1:04:30 New Green Pill Channel https://www.youtube.com/channel/UCrX_72ziMAZMb8fwD2HyOaw 1:05:18 Bankless Merch https://137s232gkpwm42ei-26449739831.shopifypreview.com/products_preview?preview_key=b4f7d5e5a88c4e2852bf37665f580cd0&variant=40128096206903 1:06:40 Immutable x Polygon Labs https://twitter.com/0xPolygon/status/1637878834945990675 1:07:44 Microsoft Wallet in Edge Browser https://twitter.com/thebookisclosed/status/1636759487829917698 1:08:25 Sismo https://twitter.com/Sismo_eth/status/1636371873377423361 1:09:50 PleasrHouse UniBlocks https://twitter.com/PleasrDAO/status/1638858333506646020 1:12:25 Farcaster Web Login https://twitter.com/dwr/status/1638297074365239296 1:12:45 Ledger Browser Extension https://www.ledger.com/ledger-extension 1:13:21 Blockworks ‘GrantFarm’ https://blockworks.co/grants

1:13:48 Raises https://twitter.com/HilmarVeigar/status/1638180896611377154

1:15:05 Jobs https://pallet.xyz/list/bankless/jobs

1:17:55 Questions from the Nation Tadziu Jacksonthedev

1:22:22 Takes https://twitter.com/Fiskantes/status/1637497040933625858 https://twitter.com/sassal0x/status/1637702828306358272

1:25:13 What David’s Bullish On 1:27:30 What Ryan’s Bullish On

1:29:35 MEME of the Week https://watcher.guru/news/belgium-to-require-all-crypto-ads-to-state-only-guarantee-in-crypto-is-risk

1:30:52 Risks & Disclaimers

1:31:07 Moment of Zen https://twitter.com/biancoresearch/status/1638174103038472195

---- 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

Arthur Hayes Says, “Get your Bitcoin, and Get Out!” Mar 22, 2023

You might know Arthur Hayes as perhaps THE dominant financial creative writer in crypto. When Arthur Hayes drops an article, it commands the attention of basically everyone in the industry.

And he’s done it again with his new piece, “Kaiseki,” which outlines one of the most chaotic and critical times in the macro and monetary landscape that we’ve seen, at least since 2008.

In today’s episode, Arthur walks us through his essay, why he believes Balaji’s $1M Bitcoin bet is wrong, how he’s navigating these tumultuous times, and so much more.

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🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 6:27 Arthur’s Recent, “Kaiseki” Essay 13:09 Bank Term Funding Program (BTFP) 18:08 Effect on the Banking Sector 24:30 Current State of the Banking Sector 30:44 Should We Support BTFP? 39:11 What’s Going to Happen to Crypto? 46:56 Sending Bitcoin to $1M 55:05 Effects on Expanding Variables 57:35 Who Takes the Loss? 1:00:00 Rampant Inflation Worldwide & Fiat 1:03:36 Swap Lines 1:06:07 Punchlines & Endgame 1:09:25 Everyone is a Speculator 1:10:49 What Will Arthur Hayes Do? 1:13:36 Closing & Disclaimers

------ Resources:

Arthur Hayes https://twitter.com/CryptoHayes

Arthur’s Recent, “Kaiseki” Essay https://entrepreneurshandbook.co/kaiseki-b15230bdd09e

----- 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

NOT A DRILL! Balaji Bets the Dollar will Hyperinflate to Zero Mar 21, 2023

Balaji Srinivasan is back on Bankless with alarming takes. According to Balaji, in the next 90 days, the Dollar will hyperinflate—and the Bitcoin price will skyrocket to $1 Million.

He’s backed up these claims with a million dollar bet. With these dire predictions and a track record of strong takes, we needed to hear him out.

Who should we bring on next to counter these claims?

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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

——— Timestamps:

----- 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

Polygon and Immutable zkEVM Partnership with Sandeep Nailwal & Robbie Ferguson Mar 20, 2023

David interviews Polygon Co-Founder, Sandeep Nailwal & Immutable Co-Founder Robbie Ferguson on their new zkEVM Partnership.

The three dive into the announcement, what it means for IMX and MATIC, how this partnership impacts the future of web3 gaming, and so much more.

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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Timestamps:

0:00 Intro 5:15 Immutable x Polygon Announcement 10:47 Immutable zkEVM 13:00 Polygon’s Tokenomics 14:32 IMX & MATIC 16:50 Paradigm Shift of Gaming Deals 20:26 Topology of Immutable x Polygon 24:17 Immutable x Polygon Business Development 29:11 Web3 Gaming Competition 31:22 Current State of Web3 Gaming 34:00 What’s Next for Immutable x Polygon? 39:42 Resources to Learn More 40:25 Scaling with Ethereum 42:06 Closing & Disclaimers

----- Resources:

Sandeep https://twitter.com/sandeepnailwal

Robbie https://twitter.com/0xferg

Polygon https://twitter.com/0xPolygon

Immutable https://twitter.com/immutable

----- 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

163 - What SEC Commissioner Hester Peirce Thinks About the SEC Mar 20, 2023

Hester Peirce is one of five SEC Commissioners. She's been a Commissioner since 2018, with her term ending in 2025. Peirce, a previous podcast guest of Bankless, consistently makes first principles statements and is known to often dissent for her colleagues on crypto-related actions…we talk about that in today’s episode. These are a couple of many reasons why we enjoy her and her guidance so much.

------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-hester-peirce ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ We’re three months into 2023 in one of the worst regulatory environments we’ve seen for crypto in the United States. In today’s episode, SEC Commissioner, Hester Peirce shares some insight on what crypto could be like if we had a first principles SEC, what a security is and how we can define it, and how can crypto take its share of the responsibility to move this industry forward.

Commissioner Peirce was on the show two years ago…Apr 12, 2021. Today’s second appearance is one you do not want to miss.

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 8:25 Thoughts on Bank Crisis 9:30 Why We Need the SEC 11:40 Information Asymmetries 13:20 Healthy Crypto/SEC Relationship 17:15 SEC Security Definition 20:52 Security Catch-22 25:40 Expanding Jurisdiction 28:35 SEC Advocation 35:03 Dissent SEC Sway 39:36 Kraken Staking 43:36 Guidance vs. Enforcement 46:15 Stablecoin Status 47:43 What Crypto Could Be Doing Better? 51:12 Decentralization 53:49 Self-Regulation 55:24 Duke Speech 57:59 Closing

------ Resources:

Hester Peirce https://twitter.com/HesterPeirce

----- 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

$ARB Airdrop & Arbitrum Governance Launch with Steven Goldfeder & Harry Kalodner Mar 19, 2023

Wen Arbitrum token?! We've been asking CEO, Steven Goldfeder, and CTO Harry Kalodner this exact question each time they've been on Bankless. We're sad, but also overly delighted that, that question has officially been answered.

Arbitrum's token $ARB will officially be airdropped later this week. In this episode, we dive into all of the juicy details of the airdrop and Arbitrum's plans for the future.

------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/join

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Timestamps:

0:00 Intro 4:44 Wen Token? 8:30 Why Now? 11:52 Token Distribution & Treasury 20:12 Governance 26:11 Token Eligibility 35:08 Protocol Guild 38:55 Arbitrum Constitution 44:52 Rollup Decentralization 49:10 Orbits & Layer 3s 57:05 What's Next for Abitrum? 1:01:55 Closing & Disclaimers

----- Resources:

Arbitrum https://twitter.com/arbitrum

----- 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: $ARB Airdrop | Banking Failure with SVB & Silvergate | Ethereum Shanghai Staking Withrawals Mar 17, 2023

Bankless Weekly Rollup 3rd Week of March 2023

------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/join

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦄 UNISWAP | THE DEFI EXCHANGE https://bankless.cc/uniswap

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro 1:40 Citizenship

3:30 MARKETS 9:40 CPI Inflation https://twitter.com/RealVision/status/1635619573901688834 12:54 ETH Burn https://twitter.com/ultrasoundmoney/status/1635719284876771350 14:00 DeFi Volume https://twitter.com/AustinAdams10/status/1634737488534073344 https://twitter.com/synthetix_io/status/1633963371434332161

18:45 Arbitrum Token https://twitter.com/BanklessHQ/status/1636351836381937666 https://docs.arbitrum.foundation/gentle-intro-dao-governance 27:35 $ARB Airdrop Predictions https://www.bankless.com/the-arb-arbitrum-airdrop-is-here/ https://earni.fi/

32:27 US Banking System https://twitter.com/scienceisstrat1/status/1627661003449147393 36:12 Recapping SVB and Silvergate 37:07 Operation Chokepoint 2.0 https://twitter.com/nic__carter/status/1634770876494147584 https://twitter.com/GOPMajorityWhip/status/1636008298481680384

41:49 USDC Price https://twitter.com/jerallaire/status/1635059024050937856 39:47 Credit Suisse https://apnews.com/article/credit-suisse-banks-svb-shares-ecb-lagarde-94585aebadbf67f9a2307d3560ce502c 45:47 Banking Crisis https://twitter.com/twobitidiot/status/1635112021862785024 46:42 FedNow CBDC https://twitter.com/federalreserve/status/1636110208878379010 https://twitter.com/damonnam/status/1636150037657837568

48:23 ETH Security KuCoin Crypto https://ag.ny.gov/press-release/2023/attorney-general-james-continues-crackdown-unregistered-cryptocurrency-platforms https://www.coindesk.com/policy/2023/03/09/what-happens-if-ethereum-is-a-security/ 50:37 Gary Gensler Proof of Stake https://www.theblock.co/post/220297/gensler-suggests-proof-of-stake-tokens-are-securities

54:50 Ethereum Shanghai Staking Withdrawals https://twitter.com/TimBeiko/status/1636370111333556224 Lido Staking - https://twitter.com/LidoFinance/status/1635739571227951117 55:50 Euler Finance Hacked https://twitter.com/eulerfinance/status/1635431726364147712? 59:20 Aztec Connect https://twitter.com/aztecnetwork/status/1635319509707030528

1:00:15 Starbucks NFTs https://www.theverge.com/2023/3/9/23633169/starbucks-nfts-odyssey-siren-collection-rewards-program 1:01:10 Fortnite Epic Games Crypto https://blockworks.co/news/epic-games-fortnite-store-crypto-blockchain 1:02:05 Meta Instagram NFTs https://twitter.com/skasriel/status/1635386565487898624 1:04:20 Bankless NFT Collectibles https://market.bankless.com/ 1:05:15 Fidelity Crypto https://www.theblock.co/post/220298/fidelity-crypto-quietly-went-live-giving-millions-of-retail-customers-access-to-bitcoin-ether 1:06:25 Releases Uniswap on BNB - https://twitter.com/Uniswap/status/1636034900284383239 Soul Wallet - https://techcrunch.com/2023/03/16/soul-wallet-crypto-wallet/

1:10:30 Questions from the Nation https://www.bankless.com/join

1:18:00 TAKES of the Week 1:20:00 Banks are Rollups https://twitter.com/0xJim/status/1635290618003066882 1:21:02 Crypto Markets https://twitter.com/TrustlessState/status/1635312852067307520 1:21:47 Tech Entrepreneurs https://twitter.com/RyanSAdams/status/1634892046447308800

1:23:10 What David’s Bullish On 1:25:00 What Ryan’s Bullish On

1:28:00 MEME of the Week

---- 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

Circle's CEO, Jeremy Allaire on USDC, SVB's Collapse, & the U.S. Banking System Mar 16, 2023

Co-Founder and CEO of Circle, Jeremy Allaire, answers the question, "What's next for USDC?"

It's been a rocky week for the stablecoin. Bottoming out right around $0.88 amidst the U.S. banking crisis, it seems to have regained its peg. What happened behind the scenes? What regulation is needed according to Jeremy? And most importantly, what's next for USDC?

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/join

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Timestamps:

0:00 Intro 3:52 Update on the Past Week 15:44 Circle's Adapted Strategy 20:32 CBDCs 26:18 What Regulation is Needed? 29:02 Closing & Disclaimers

----- Resources:

Jeremy Allaire https://twitter.com/jerallaire

----- 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

The U.S. Banking System, Federal Reserve, & USDC Post-SVB Collapse with Ram Ahluwalia Mar 15, 2023

Ram Ahluwalia, CEO of Lumida Wealth Management, joins us to discuss everything that's happened in the past five days post-SVB collapse. Ram has his finger on the pulse on all things finance (crypto included), the U.S. Banking System, and The Federal Reserve.

Was USDC ever at risk? Is crypto being targeted? Could DeFi have fixed this? Answers to these questions and much more in the episode.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/join

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi ----- Timestamps:

0:00 Intro 7:48 The Last 5 Days 10:30 Technology 15:35 Fractional Reserves & Assets 19:17 Banking & Venture 21:44 SIVB Outlier 27:35 Risk Curves 29:35 Carry Trades 35:05 Money Markets 38:15 Who's Next? 40:55 Feds' Goal 47:15 Sneak Attack on Tax Payers? 49:30 Longtail Banks 57:39 Was USDC Ever at Risk? 1:03:10 SigNet 1:07:15 Is Crypto Being Targeted? 1:12:18 Interest Rates 1:18:35 Could DeFi Fix This? 1:22:24 Closing & Disclaimers

----- Resources:

Ram Ahluwalia https://twitter.com/ramahluwalia

SVB is not like other banks https://twitter.com/ramahluwalia/status/1635464465142480896

Why was Signature Bank targeted? https://twitter.com/ramahluwalia/status/1635267951610810370?s=20

“Settlement Risk” https://twitter.com/ramahluwalia/status/1635113232909373441?s=20

Conclusion https://twitter.com/ramahluwalia/status/1634203375880265730?s=20

----- 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

SVB Banking Crisis, Fed Pivot, BTC ETH price action📈 Mar 14, 2023

This was the 2nd largest bank failure in the United States! Ryan and David discuss the breaking story around the SVB banking crisis. What happened? Why? What's the effect on crypto, the rest of the financial markets, and the banking system?

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi ----- Timestamps:

0:00 Intro

10:50 Recap https://twitter.com/biancoresearch/status/1634885127179325440 22:40 Balaji https://twitter.com/balajis/status/1634297491507273730

28:05 Joint Statement from FDIC, Fed, Treasury https://home.treasury.gov/news/press-releases/jy1337 32:40 Silvergate says it would have been fine https://twitter.com/tarunchitra/status/1635130119030468608 36:25 Bank Stocks Today https://twitter.com/krugermacro/status/1635272871563132928 37:10 Circuit Breaker Day https://twitter.com/EricBalchunas/status/1635277429932699650 38:14 XLF Banking sector: https://www.tradingview.com/chart/pabiN1CM/?symbol=AMEX%3AXLF 38:37 Two Tiers of Banks https://twitter.com/DavidSacks/status/1634991519735361536 39:25 Jake: “Will regulators get in the way of other banks providing services to crypto customers?" https://twitter.com/jchervinsky/status/1635062063583363072 Yano gives 6 options https://twitter.com/JasonYanowitz/status/1635092782665846784

42:40 Effect on USDC https://twitter.com/circle/status/1634391505988206592 DAI too https://imgur.com/r52CCX1 44:40 Chadallaire https://twitter.com/jerallaire/status/1635059024050937856?s=20 48:20 USDC:USD conversions are good to go https://twitter.com/coinbase/status/1635276541545566215?s=20

52:20 10 yr yield down https://twitter.com/Fxhedgers/status/1635283433684627457 52:50 Pricing in new interest rates https://twitter.com/tier10k/status/1635218135405195264

57:20 Meanwhile, crypto: https://twitter.com/Matt_Hougan/status/1635283436981358595 58:25 Kraken Crypto Prices: https://pro.kraken.com/app/trade/ETH-usd 59:45 Banks down, Bankless up https://twitter.com/DaRealMilkBagz/status/1635317764306112520

1:00:00 Binance buying 1 billy BTC https://twitter.com/cz_binance/status/1635131601884700674 1:01:07 NLW Meme https://twitter.com/nlw/status/1635283902339375106 1:03:29 Quintenz https://twitter.com/brianquintenz/status/1634173078828621825 1:04:00 Attack on Crypto? https://twitter.com/nic__carter/status/1635328056234766337

1:04:37 Don’t let them blame this on crypto https://twitter.com/RyanSAdams/status/1635058083071410176?s=20 https://twitter.com/TrustlessState/status/1635049623407726596?s=20

1:05:05 Memes https://twitter.com/ErikVoorhees/status/1635282975100407812?s=20 https://twitter.com/milesjennings/status/1635319531790045184?s=20

1:05:50 Closing & Disclaimers

----- 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

162 - The Coinbase Long Game with Brian Armstrong Mar 13, 2023

Brian Armstrong is the CEO and Founder of Coinbase. Coinbase started in 2012 as simply a custodial Bitcoin wallet and has grown into the massively successful publicly traded company that we know today.

------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-brian-armstrong-coinbase ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ In this episode, we go over everything you wanted to know from Brian—his reflections on 2022 and his outlook on crypto moving forward. We cover the regulatory situation in America, how SBF infiltrated our halls of power, why Coinbase launched a chain in the worst regulatory environment we’ve ever seen, Wall Street’s understanding of Coinbase, and Brian’s best advice for the settlers and builders sticking around during this crypto winter.

The last time we had Brian on the podcast was in November of 2021. We’ve come such a long way since then…and more recently, he also hopped into a livestream with us in the middle of the FTX collapse last November. It was so good to have him back on, enjoy!

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

------ Topics Covered

0:00 Intro 8:18 Learnings From 2022 13:05 Brian’s Thoughts on SBF 14:37 FTX’s Affect on Coinbase 19:44 Crypto’s Backlash 24:06 SBF’s Sneaky Political Game 28:55 The Optimistic Long Game 32:29 Organizing Voters & Crypto 435 38:50 Staking, Derivatives, & Crypto Securities 43:42 Why U.S. Crypto Regulation is Bad 46:38 Stabelcoins 53:17 Coinbase’s L2 Base 59:28 Coinbase’s Long Game 1:02:38 The Future Products of Base 1:07:25 Coinbase’s NFT Platform 1:10:41 Base Token?! 1:11:22 Does Wall Street Understand $COIN? 1:15:52 5-10 Year Coinbase Vision 1:17:45 Wallet-as-a-Service (WaaS) 1:21:17 One River Acquisition 1:23:55 Decentralizing Coinbase 1:26:00 Crypto in 2030 1:28:20 Were Brians's Crypto Expectations Met? 1:30:06 Advice to Builders 1:32:34 Closing, Action Items, & Disclaimers

------ Resources:

Brian Armstrong https://twitter.com/brian_armstrong

Coinbase https://twitter.com/Coinbase

Crypto 435 https://twitter.com/coinbase/status/1630592674020335617

----- 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: Silvergate Liquidate?! | Elizabeth Warren vs. Binance | Bankless 2.0 Announcement | SEC Taking Ls? Mar 10, 2023

Bankless Weekly Rollup 3rd Week of March 2023

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://www.bankless.com/dashboard

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro 3:23 Markets 8:04 Total Crypto Market Cap 8:50 Fed https://www.reuters.com/markets/rates-bonds/feds-powell-previews-tougher-rate-hike-path-starting-soon-2023-03-08/ 10:00 Warren vs. Powell Address https://youtu.be/8Kz4pm5l4Og?t=126 14:35 Records of the U.S. https://twitter.com/kobeissiletter/status/1632408557101432833

15:50 Stablecoin Check-In https://www.coingecko.com/en/categories/stablecoins

19:32 Silvergate https://www.coindesk.com/policy/2023/03/08/crypto-bank-silvergate-announces-voluntary-liquidation/ 26:49 Warren https://twitter.com/SenWarren/status/1633611272372486144

30:21 Binance https://twitter.com/MikeBurgersburg/status/1631489833838297088 https://archive.ph/w7QNe 36:20 Voyager https://cointelegraph.com/news/sec-snubbed-as-voyager-wins-court-approval-for-sale-to-binance-us

37:43 Grayscale v. SEC https://twitter.com/jeffjohnroberts/status/1633130559353372672 https://www.reuters.com/legal/court-set-hear-arguments-grayscales-lawsuit-against-sec-over-bitcoin-fund-2023-03-07/

42:57 Bankless 2.0 https://www.bankless.com/dashboard 47:12 Bankless ETH Denver Interview series https://twitter.com/BanklessHQ/status/1633559479588454401

49:33 Coinbase https://twitter.com/coinbase/status/1633473042000101378 51:35 One River https://www.coinbase.com/blog/coinbase-has-acquired-one-river-digital-asset-management 52:20 Commercial https://twitter.com/coinbase/status/1633222932255358976

54:25 Tornado Cash Contributors' Proof of Innocence https://twitter.com/ameensol/status/1629942658008514560 https://www.privacypools.com/ 57:25 Uniswap Wallet https://twitter.com/uniswap/status/1631691330031169537 58:21 Rocket Pool https://medium.com/rocket-pool/rocket-pool-atlas-upgrade-7c69e39a3d5f 1:00:00 rETH Collateral on EulerFinance https://twitter.com/MacroMate8/status/1633490076511666176 1:00:50 Arbitrum Token https://twitter.com/PolymarketHQ/status/1632815834858164225 1:02:10 Cosmos Interchain Security https://blockworks.co/news/cosmos-greenlights-interchain-security

1:05:58 Sovereign Rollup on Bitcoin https://twitter.com/RollkitDev/status/1632438374513676288 https://twitter.com/ercwl/status/1632460687069913088?s=20 1:09:55 Yuga Labs $16.5M Bitcoin NFT Auction https://twitter.com/yugalabs/status/1632878847778512898 1:11:31 Casey’s Take https://twitter.com/rodarmor/status/1632573965897170948 1:13:05 Ordinals Not dead! https://twitter.com/zackvoell/status/1633879858915704846?s=20 1:13:59 Amazon NFT Marketplace https://blockworks.co/news/amazon-nfts-real-world-assets-token

1:15:13 Multicoin Capital’s Hedge Fund Lost 91.4% in 2022 https://www.coindesk.com/business/2023/03/04/multicoin-capitals-hedge-fund-lost-914-last-year-investor-letter-reveals 1:17:58 Emojis https://therug.mirror.xyz/TZVv0Y5TG74q3ARKa8DcTSiGgAyeKAOIlndW4MHya1M

1:19:37 Cooper Turley new Music NFT podcast https://twitter.com/invinmusic/status/1633543529493577728

1:20:02 Scroll $1.8B Valuation https://www.theblock.co/post/217340/ethereum-scaling-scroll-50-million-funding-round-1-8-billion-valuation

1:21:10 Jobs https://pallet.xyz/list/bankless/jobs

1:23:48 Questions from the Nation

1:30:25 Takes https://twitter.com/mdudas/status/1633571193344126979 https://twitter.com/pmarca/status/1633738311922782209 https://twitter.com/joonian/status/1632899301230669824

1:34:00 What David’s Bullish On https://twitter.com/TrustlessState/status/1632479927093035009 1:35:30 What Ryan’s Bullish On

1:39:12 MEME of the Week https://twitter.com/BanklessHQ/status/1632066015428497418

1:39:53 Risks & Disclaimers

1:40:07 Moment of Zen https://imgur.com/6H07xT1

---- 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

UpOnly & Flip with Brian Krogsgard (Ledger) | ETHDenver 2023 Interview #8 Mar 09, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to the Up Only legend, Ledger, aka Brian Krogsgard, and also Co-Founder and CMO of Flip, a growing NFT aggregation platform. Brian and David talk about the past, present, and future of UpOnly and Flip.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:35 Brian or Ledger & Camera Formatting? 4:50 UpOnly Status 5:24 Flip 10:44 Who is Flip For? 12:37 Fundraising 13:32 Fees & Liquidity 14:32 Customers & Business Development 15:45 Content & Future of UpOnly 16:23 Closing

----- Resources:

Brian https://twitter.com/Krogsgard

Flip https://twitter.com/Flip_xyz

Ledger https://twitter.com/ledgerstatus

UpOnly https://twitter.com/UpOnlyTV

----- 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

Arbitrum’s Stylus with Steven Goldfeder | ETHDenver 2023 Interview #7 Mar 09, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Steven Goldfeder of Arbitrum to discuss Arbitrum’s innovative new Stylus and the ever-evolving L2 wars. Steven also drops some alpha?! Tune in to find out.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:51 Arbitrum Stylus 5:16 Stylus Explained 7:40 Prysmatic Labs 9:05 Any Dev Can Build on Arbitrum 9:52 L2 vs. L1 Roadmap Adoption 11:19 Arbitrum Alpha L3 Chains 13:40 How Do Chains Talk to Each Other? 14:52 Closing & Action Items

----- Resources:

Steven Goldfeder https://twitter.com/sgoldfed

Arbitrum https://twitter.com/arbitrum

----- 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

The State of EigenLayer with Sreeram Kannan | ETHDenver 2023 Interview #6 Mar 09, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Sreeram Kannan of EigenLayer, a platform to leverage Ethereum security through the innovative method of restaking. Sreeram and David chat about EigenLayer’s evolution, wen mainnet(?!), what the EigenLayer competition looks like, and much more! ‘

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:10 EigenLayer’s Evolution 3:51 Wen Mainnet? 4:56 What to Build on EigenLayer 6:27 Supporting the Builders 7:13 EigenLayer Competitors 8:10 EigenLayer Mod Analogy 10:33 The EigenLayer Chain Spectrum 14:21 Good Technical EigenLayer Questions 18:02 Action Items, Jobs, & Closing

----- Resources:

Sreeram Kannan https://twitter.com/sreeramkannan

EigenLayer https://twitter.com/eigenlayer

----- 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

Squid with Fig | ETHDenver 2023 Interview #5 Mar 09, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Fig from Squid, a crosschain swap protocol built on top of Axelar. Is Squid finally the interoperability solution we’ve all been waiting for? Tune in to find out!

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:09 What is Squid? 4:26 Squid vs. Previous Interoperability Solutions 7:52 Fig’s Chain Fatigue Response 9:04 Squid’s Use Cases 11:15 Closing & Action Items

----- Resources:

Fig https://twitter.com/ecdsafu

Squid https://twitter.com/squidrouter

----- 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

Polygon’s zkEVM with Jordi Baylina | ETHDenver 2023 Interview #4 Mar 08, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Jordi Baylina, Technical Lead for Polygon Hermez zkEVM. Polygon’s zkEVM is scheduled to go live on MARCH 27, 2023! So of course, we had to ask Jordi all about it.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:07 Jordi’s ETHDenver Panel 3:58 Was Polygon the 1st zkEVM? 5:54 Frequent Builder Questions 7:23 Polygon zkEVM Timeline 10:35 zkEVM Bugs Explained 16:24 Closing

----- Resources:

Jordi Baylina https://twitter.com/jbaylina

Polygon ZK https://twitter.com/0xPolygonZK

----- 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

Osmosis Labs with Sunny Aggarwal | ETHDenver 2023 Interview #3 Mar 08, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Sunny Aggarwal of Osmosis Labs and Cosmos. Sunny and David chat about how Osmosis and Axelar are working together, what’s new in the Cosmos ecosystem, and how Cosmos isn’t solely DeFi-focused.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:11 The Interoperability Meta 4:05 Axelar vs. THORChain 5:15 Osmosis & Axelar 6:50 Bridge Risk 8:43 The Cosmos Ecosystem 10:11 AppChains 12:00 Is Cosmos Only DeFi-Focused? 13:00 State of the Cosmos Community 14:25 Sunny’s ETHDenver Agenda 15:08 Sunny’s Sweater 15:30 Closing

----- Resources:

Sunny Aggarwal https://twitter.com/sunnya97

Osmosis https://twitter.com/OsmosisZone

Cosmos https://twitter.com/Cosmos

----- 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

Superfluid with Francesco Renzi | ETHDenver 2023 Interview #2 Mar 08, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Francesco Renzi, CEO and Co-Founder of Superfluid, the real-time settlement solution for the 21st century. Fran and David discuss how games are leveraging Superfluid, why Fran is bullish web3 gaming, and what the cross-chain Superfluid ecosystem may look like.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:35 Superfluid Explained 4:02 Streaming Payments 5:06 Adoption 5:45 Games Leveraging Superfluid 6:08 Building New Economies 6:51 Bullish Web3 Gaming? 8:20 Does Crypto Solve Gaming? 9:14 Crosschain Superfluid Ecosystem 10:05 Closing & Action Items

----- Resources:

Fran https://twitter.com/FrancescoRenziA

Superfluid https://twitter.com/superfluid_HQ

----- 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

Axelar with Sergey Gorbunov | ETHDenver 2023 Interview #1 Mar 08, 2023

Sometimes, the frontier is at a crypto conference. One of the most prestige being, ETHDenver! We’re back with a handful of exclusive interviews with some of the most fascinating minds in crypto.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Sergey Gorbunov about the purpose of the Interoperability Summit at ETHDenver, the interoperable frontier, the differences between the Axelar and Cosmos and so much more.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 4:33 Interoperability Summit Vibe 5:20 Communities Represented 6:05 The Interoperable Frontier 6:56 Axelar Explained 8:00 Axelar Blockchain 8:37 Axelar vs. Cosmos 9:41 Chain Fatigue 11:20 Lessons Learned 13:03 Closing & Action Items

----- Resources:

Sergey Gorbunov https://twitter.com/sergey_nog

Axelar Network https://twitter.com/axelarcore

----- 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

Uniswap's Wallet Details with Callil Capuozzo, Design Lead at Uniswap Labs Mar 08, 2023

Callil Capuozzo is the VP of Design at Uniswap Labs. Uniswap recently unveiled their brand new mobile app; and we’re going to explore that here today, along with asking about the long-term vision of Uniswap Wallet, and how Uniswap Labs plans to support and develop it!

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 6:00 Callil's Background 12:28 Design in Crypto 16:45 Uniswap Labs 18:00 Why Wallet? 19:25 Future of Crypto Wallets 23:30 Apple Gatekeeping 34:12 Uniswap Wallet Demo 48:20 Uniswap Wallet Roadmap 51:05 What Else is Uniswap Labs Building? 53:30 Smart Contract Wallets 1:00:25 Closing & Disclosures

------ Resources:

Callil Capuozzo https://twitter.com/_callil

Uniswap Wallet https://twitter.com/Uniswap/status/1631691330031169537

----- 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

160 - The Smart Money is Here with Eric Peters Mar 06, 2023

Eric Peters operates one of the largest institutional crypto hedge funds in the world. What do the institutions think of our little crypto asset class? Are they running for the hills?

------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-eric-peters ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ Eric Peters is the Founder, CIO of One River Asset Management–his fund has made some of the largest institutional investments in crypto ever..including one purchase of over $600 million in Bitcoin and Ethereum. When we think institutional crypto, we think Eric Peters.

His first appearance on Bankless was in October 2021…we brought him back to catch us up on the current institutional thesis for crypto.

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 9:51 Still Bullish? 16:42 Was FTX Surprising? Institutions Reaction 25:14 FTX Red Flags 33:00 3 Arrows Capital 41:40 Philosophy of Investment Decisions 47:36 What Should Regulators Do? 58:20 Was Crypto 2022 Worth It? 1:04:30 Ego 1:09:54 Institutional Exposure to Crypto 1:18:40 Reports 1:24:04 Institutional Exposure to Crypto 1:30:05 2023 Macro Outlook 1:37:22 A Decade Later 1:40:37 Closing & Disclaimers

------ Resources:

Eric Peters https://www.linkedin.com/in/ericpetersoneriver/

Eric’s 1st Appearance on Bankless https://youtu.be/NMPiGjxdH0E

One River Digital Assets Research https://www.oneriveram.com/research/digital-daily

----- 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: Silvergate Trouble | MetaMask & Unity | Robinhood Mobile Wallet | ETHDenver 2023 | Bankless Ventures Mar 03, 2023

Bankless Weekly Rollup 2nd Week of March 2023

------ 📣 RhinoFi | Makes DeFi Frictionless https://bankless.cc/rhino

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/metamaskpod

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro 7:10 Markets 8:20 Total Crypto Market Cap 9:30 Ethereum https://twitter.com/tomuky/status/1630417197125255169 10:55 NFT Royalty Truth https://twitter.com/hildobby_/status/1630231567061733376

14:42 Crypto vs Gary https://twitter.com/AlexanderGrieve/status/1629816811360337920 15:55 Unregistered Securities https://twitter.com/BanklessHQ/status/1631106283163074560 19:00 Jake Chervinsky’s Take https://twitter.com/jchervinsky/status/1629871537217044481 19:50 Logan Bolinger’s Take https://twitter.com/TheWhyOfFI/status/1629649343627116545 20:55 Emojis are Financial Advice https://twitter.com/LisaBraganca/status/1628868429540126720 23:41 Robinhood Received Crypto-Related Subpoena Request From SEC https://www.coindesk.com/business/2023/02/27/robinhood-received-crypto-related-subpoena-request-from-sec-10k/ 25:00 1st-Ever Hearing on Regulatory ‘Attack’ on Crypto https://www.dlnews.com/articles/regulation/new-congress-body-to-hold-first-ever-hearing-on-regulatory-attack-on-crypto/ 27:40 Brian Armstrong CNBC Op-Ed https://twitter.com/RyanSAdams/status/1630997178683457536

29:45 Silvergate Distressed https://www.coindesk.com/markets/2023/03/02/silvergate-stock-tumbles-45-after-going-concern-filing/ https://www.reuters.com/technology/silvergate-slumps-28-after-delaying-annual-report-warning-about-viability-2023-03-02/ https://twitter.com/nlw/status/1631281983836901376

32:24 MetaMask in Unity Store! https://metaversal.banklesshq.com/p/game-on-metamask-x-unity https://program-ace.com/blog/unity-vs-unreal/ https://assetstore.unity.com/decentralization

37:50 Robinhood Wallet https://techcrunch.com/2023/03/01/robinhoods-wallet-app-is-now-available-to-all-ios-users/ https://twitter.com/0xproject/status/1630916008381927424 40:40 Scroll Deploys on Goerli https://twitter.com/scroll_zkp/status/1630258973856395264 42:00 ERC4337 Deployed to Ethereum on Smart Contract https://www.coindesk.com/tech/2023/03/01/ethereum-activates-account-abstraction-touted-by-founder-buterin-as-key-advance/

45:30 New Yuga Labs' Collection will be on Bitcoin https://www.coindesk.com/web3/2023/02/27/yuga-labs-announces-generative-ordinals-nft-collection-on-bitcoin-blockchain/

46:46 Jump Crypto and Oasis.app ‘Counter Exploits’ Wormhole Hacker https://www.coindesk.com/business/2023/02/24/oasis-exploits-its-own-wallet-software-to-seize-cry pto-stolen-in-wormhole-hack/

51:35 Coinbase Scheduled Downtime https://status.coinbase.com/ Solana Unscheduled Downtime https://decrypt.co/122284/solana-weekend-outage

54:38 FTX Ex-Engineering Pleads Guilty to Criminal Charges https://www.cnbc.com/2023/02/28/ftx-ex-engineering-head-nishad-singh-pleads-guilty-to-criminal-charges.html

56:50 Bankless Ventures Bankless Podcast Raising $35M Crypto Venture Fund https://www.coindesk.com/business/2023/03/02/hosts-of-bankless-podcast-raising-35m-crypto-venture-fund-sources Disclosures https://docs.google.com/spreadsheets/d/16XcKXcH5e4CDc-Qek4WN4FUBPpnViAhLGgvtXat7NBg/edit#gid=0

1:00:13 Jobs https://pallet.xyz/list/bankless/jobs

1:02:36 Questions from the Nation

1:10:16 2016 Etherum on Coinbase, 2023 Coinbase on Ethereum https://twitter.com/anajolsson/status/1629101335001067521 1:11:40 The Secret to Success in Any Bear Market https://twitter.com/RyanSAdams/status/1631316358712508418

1:15:35 What David’s Bullish On https://twitter.com/BanklessHQ/status/1631119466284343296 1:18:50 What Ryan’s Bullish On

1:21:02 MEME of the Week https://twitter.com/MatterTurbulent/status/1631150786154463233

1:22:50 Risks & Disclaimers

---- 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

Ledger CTO on How NOT to Lose Your Crypto Feb 28, 2023

Charles Guillemet is the CTO at Ledger with a highly experienced background in cryptography and hardware security.

In today’s episode, Charles walks through all levels of security. No matter if you’re just beginning your wallet security journey or if youre a veteran, this episode will teach you something new about all things crypto and wallet security.

------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 5:52 CTO of Ledger 8:35 Private Keys 17:25 Avoiding Bad Entropy 23:11 Private Keys & Seed Phrases 29:00 Mistakes Storing Seed Phrases 36:55 Securing Your Seed Phrase 45:00 Overengineer Wallet Security 47:55 Cold vs. Hot Wallets 54:22 Benefits of Hot Wallets 58:47 Smart Contract Risk 1:06:45 Allowances 1:11:30 Allowance Access 1:14:00 Blind Signing 1:18:00 Solution to Blind Signing 1:21:38 Resources to Learn More 1:22:22 Closing & Disclaimers

------ Resources:

Charles Guillemet https://twitter.com/P3b7_

Ledger https://twitter.com/Ledger

----- 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

160 - Is the CIA Spying on Crypto? with Annie Jacobsen Feb 27, 2023

Annie Jacobsen is an investigative journalist and author writes about war, weapons, government secrecy, and national security. She’s written books on the secrets of Area 51, and the Pentagon’s military science R&D efforts over the decades.

------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/annie-jacobsen-debrief ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ Our guest Annie Jacobsen has spent her career interviewing and studying intelligence agencies.

The 2023 crypto movement is sufficiently large enough that it has certainly attracted the attention of every intelligence agency out there. We want to learn about how the world’s intelligence agencies might have or are interacting with the crypto community.

Is the CIA spying on crypto? Our guest Annie gives us her thoughts.

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 8:00 Three Letter Agencies 14:40 Annie’s Work 17:33 Crypto Patterns 20:48 State vs. Non-State Actors 27:35 Satoshi 33:18 Government’s Crypto Interest? 38:05 The Different Intelligence Communities 46:56 North Korea-Linked Lazarus Group 51:46 Untapped Crypto Lands 56:20 The Internet Analogy 1:02:26 The Intelligence Community Crypto Strategy 1:04:45 CIA Hedge Fund 1:12:03 Is My Friend in the CIA? 1:19:46 Totalitarian Tools 1:23:58 Is Crypto a Win for the Intelligence Community? 1:28:15 How Should We Perceive the Intelligence Community? 1:31:16 Closing & Disclaimers ------ Resources:

Annie Jacobsen https://anniejacobsen.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://www.bankless.com/disclosures

Optimism Base Superchain 🔵_🔴 with Ben Jones, Karl Floersch, & Jing Wang Feb 25, 2023

In today's show, we bring on Ben Jones, Chief Scientist of the Optimism Foundation, Karl Floersch, CTO at OP Labs, and Jing Wang, Executive Director of Optimism Foundation

The five discuss Coinbase's Base launch, the OP Stack integration, and what it means for the Superchains vision!

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EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 6:20 Sentiment at Optimism 7:00 Biggest Deal with the News? 11:28 Reflection on Coinbase's Base 15:45 OP Stack 17:15 Is Base a Competitor? 20:53 Puberty State of Chains 33:30 Superchains 40:35 Security of the Superchains 44:35 Superchain Standards 51:51 Base Decentralization Timeline? 57:10 Closing & Disclaimers

------ Resources:

Coinbase Base Announcement https://www.coinbase.com/blog/introducing-base

Optimism + OP STack Details https://optimism.mirror.xyz/2jk3D1Y8-hid8YOCUUa6yXmsyzNCYYyFJP0Nhaey9x0

Ben Jones https://twitter.com/ben_chain

Karl Floersch https://twitter.com/karl_dot_tech

Jing Wang https://twitter.com/jinglejamop

----- 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

Coinbase Launches Base | SEC Sues Terraform Labs & Do Kwon | Spotify Token Gating | OpenSea vs. Blur Feb 24, 2023

Bankless Weekly Rollup Last Week of February 2023

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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro 4:33 Markets 6:18 Total Crypto Market Cap 6:28 FOMC minutes https://www.federalreserve.gov/newsevents/pressreleases/monetary20230222a.htm 7:43 ETH Burn take https://ultrasound.money/ https://twitter.com/data_always/status/1626397473559261186

12:10 Arbitrum Hot https://twitter.com/purplepill3m/status/1628205181836963841 https://twitter.com/BFreshHB/status/1628211402174345219 13:55 Coinbase Q4 earnings https://twitter.com/moosecryptos/status/1628191828569735168

17:57 Base https://twitter.com/BuildOnBase/status/1628759581353549825 33:45 Apps on the move https://twitter.com/MacroMate8/status/1628762951435051008 34:20 Jesse Tweet https://twitter.com/jessepollak/status/1628765413289996288

35:55 SEC Sues Terraform Labs and Do Kwon https://cointelegraph.com/news/sec-sues-do-kwon-and-terraform-labs-for-fraud https://www.coindesk.com/consensus-magazine/2023/02/17/4-huge-revelations-in-the-secs-charges-against-do-kwon-and-terraform-labs/ https://twitter.com/RyanSAdams/status/1627662054722097157 https://twitter.com/cyounessi1/status/1627881740290097153 https://twitter.com/MikeSeligEsq/status/1626976949766684675

49:05 Spotify rolling out token gating https://twitter.com/apoorvlathey/status/1628496224818184192 51:51 The Shapella network upgrade scheduled https://twitter.com/TimBeiko/status/1628145316271894528 52:32 Flashbots announced MEV Shares https://twitter.com/bertcmiller/status/1625878260025380865 54:30 Layoffs https://www.theblock.co/post/213586/polygon-labs-cuts-staff-by-20-in-consolidation https://twitter.com/CoinDesk/status/1628316333015179264

55:44 NBA Top Shot Moments NFTs May Be Securities https://www.coindesk.com/policy/2023/02/22/nbas-top-shot-nfts-may-be-securities-judge-rules-in-dapper-labs-case/ 57:15 OpenSea pushing back to Blur https://twitter.com/opensea/status/1626682043655507969

59:35 BTC https://twitter.com/paddi_hansen/status/1628002503932657664

1:01:53 Regulation Caitlin Long’s shame on Washington https://twitter.com/CaitlinLong_/status/1626661344316473346 1:03:35 Jesse Powell https://twitter.com/jespow/status/1626744111498940417 https://twitter.com/jespow/status/1627415364111040513

1:06:20 Collab.land launching COLLAB token https://twitter.com/Collab_Land_/status/1626253185210884101 1:07:08 Superfluid Vesting just went live https://www.superfluid.finance/post/Superfluid-Vesting-Liquid-Composable-Vesting-Solution 1:08:10 Phi raised a $2M seed round https://twitter.com/phi_xyz/status/1626642707597910016

1:10:17 Jobs https://pallet.xyz/list/bankless/jobs

1:13:00 Questions from the Nation

1:1:21:50 Elon Musk https://twitter.com/elonmusk/status/1628086895686168613 1:25:08 Frank DeGods https://twitter.com/frankdegods/status/1626132578020528128 1:25:45 When shilling tokens is justified https://twitter.com/trustlessstate/status/1626359069547065347 1:27:45 “Can you stop people from being dumb?” https://twitter.com/0xEdgar/status/1626363432743190530 1:30:12 Web2 vs Web3 me https://twitter.com/pacmanblur/status/1628223367487848451

1:31:04 What David’s Bullish On 1:32:08 What Ryan’s Bullish On

1:35:55 MEME of the Week https://twitter.com/autismcapital/status/1626708728019046400

1:37:08 Risks & Disclaimers

1:37:23 Moment of Zen The Ballad of Alexey by El-Coco-No https://opensea.io/assets/ethereum/0x495f947276749ce646f68ac8c248420045cb7b5e/81421613810573034294030626655533735961574085130976774099250220325335449207784

---- Track: Flume Type Beat [Futuristic Future Bass] by MokkaMusic / No Rules https://www.youtube.com/watch?v=fsZ_RHBDP2Q&t=0s Music provided by "MokkaMusic" channel and https://inaudio.org

---- 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

Coinbase Announces Base🔵, an Ethereum L2 Network Powered by Optimism Feb 23, 2023

Jesse Pollock, Senior Director of Engineering at Coinbase, joins us to unpack some of the hottest news in crypto since The Merge!

Coinbase announces the launch of “Base,” their own L2 built on the OP Stack. Tune in to hear everything you need to know about Base!

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🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 7:53 Coinbase’s New Chain? 8:45 What is Base? 9:36 How is Base Different? 11:16 How Open is Base? 13:05 Why Now? 17:00 ETH L2 Philosophy 20:00 2nd Mover Advantage & Success Metric 22:26 Total Coinbase Users 25:15 How Base Will be Used By Coinbase Users 29:35 $COIN 31:13 Could Base Canoblize Coinbase? 32:35 Regulation 35:30 Base Token?! 40:26 Validator Set 39:10 Sequencer Power 40:53 Timeline 42:55 Basechain Vision 48:55 Why OP Stack? 52:57 Jesse as a Badge Member 54:47 Gas-Free Percentage 56:22 Superchain Vision 58:46 KGZ Ceremony 1:00:41 What Does Successful Base Look Like? 1:06:13 Closing & Disclaimers

------ Resources:

Jesse Pollak (jesse.xyz) https://twitter.com/jessepollak

Coinbase https://twitter.com/coinbase

----- 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

ETH Is NOT Ultrasound Money with Jon Charbonneau Feb 22, 2023

In today's episode, Jon unpacks his relatively controversially titled new piece, "ETH Is Not Ultrasound Money: Part 1"

Is ETH doomed? Was Ultrasound money a myth? Tune in to hear Jon's arguments.

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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 5:06 Jon's Argument 11:30 Triple Point Asset Thesis 17:52 ETH 18:53 The Disagreement 22:10 Semantics 26:40 Profit 30:00 PoW vs. PoS 33:15 Does Issuance Matter? & L1s & L2s 37:57 Blockchain Sustainability 42:00 Deflation vs. Inflation Value 47:50 How is Jon's Argument Bullish? 51:35 Alt L1s Issuance 59:20 Jon's Model Spreadsheet 1:17:53 Closing & Disclaimers

------ Resources:

Jon Charbonneau https://twitter.com/jon_charb

Jon's Essay https://joncharbonneau.substack.com/p/eth-is-not-ultrasound-money-part

Jon's Model Spreadsheet https://docs.google.com/spreadsheets/d/1UlxKC98STwN-AoonytC-qOscZ_99fAMpMvB6EfGGe9E/edit#gid=0

----- 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

The Polygon NFT Ecosystem with Frank (DeGods), Zhuoxun Yin (Magic Eden), & Stani Kulechov (Lens) Feb 22, 2023

In today’s episode, we’re talking to Frank DeGods, from the DeGods project, an NFT project that’s recently migrated to Polygon. We also brought on Zhuoxun Yin, Co-Founder and COO of Magic Eden, an NFT marketplace also migrating to Polygon. And last, but certainly not least, we’re also joined by Stani Kulechov, Founder and CEO of the Aave companies, which is bootstrapping Lens, a social media ecosystem on top of Polygon.

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 7:02 Why Polygon? 13:45 Solana vs. Polygon 25:30 NFT Trajectories 35:00 Lens on Other Chains? 41:09 Supernets 43:20 The Lens & Polygon Focal Point 48:10 Ecosystem Metrics 1:00:00 Polygon #3 Community? 1:05:30 Lens, Content, & Metrics 1:12:25 Closing & Disclaimers

------ Resources:

Frank https://twitter.com/frankdegods

Zhuoxun Yin https://twitter.com/ZhuoxunYin

Stani https://twitter.com/StaniKulechov

----- 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

DEBRIEF - We're All Gonna Die Feb 21, 2023

Debriefing the episode with Eliezer Yudkowsky. This one was so good, we had to share. The fate of humanity might depend on it.

The Debrief Episode goes out EVERY MONDAY for Bankless Citizens. Want the Debrief Episode? Get the Premium RSS feed by Subscribing to Bankless!

WATCH THE FULL EPISODE HERE: https://youtu.be/gA1sNLL6yg4

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----- 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

159 - We’re All Gonna Die with Eliezer Yudkowsky Feb 20, 2023

Eliezer Yudkowsky is an author, founder, and leading thinker in the AI space.

------ ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-eliezer ------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ We wanted to do an episode on AI… and we went deep down the rabbit hole. As we went down, we discussed ChatGPT and the new generation of AI, digital superintelligence, the end of humanity, and if there’s anything we can do to survive.

This conversation with Eliezer Yudkowsky sent us into an existential crisis, with the primary claim that we are on the cusp of developing AI that will destroy humanity.

Be warned before diving into this episode, dear listener. Once you dive in, there’s no going back.

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 10:00 ChatGPT 16:30 AGI 21:00 More Efficient than You 24:45 Modeling Intelligence 32:50 AI Alignment 36:55 Benevolent AI 46:00 AI Goals 49:10 Consensus 55:45 God Mode and Aliens 1:03:15 Good Outcomes 1:08:00 Ryan’s Childhood Questions 1:18:00 Orders of Magnitude 1:23:15 Trying to Resist 1:30:45 Miri and Education 1:34:00 How Long Do We Have? 1:38:15 Bearish Hope 1:43:50 The End Goal

------ Resources:

Eliezer Yudkowsky https://twitter.com/ESYudkowsky

MIRI https://intelligence.org/

Reply to Francois Chollet https://intelligence.org/2017/12/06/chollet/

Grabby Aliens https://grabbyaliens.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://www.bankless.com/disclosures

EU Markets in Crypto-Assets (MiCA) with Seth Hertlein, Patrick Hansen, & Rebecca Rettig Feb 18, 2023

In today's episode, we're talking about the state of crypto regulation across the pond. Is it as bad over there as it is here in the United States?

There is a landmark crypto bill over in the EU called MiCA (Markets in Crypto-Assets) and its worth paying attention to!

We brought on some EU regulation experts, Rebecca Rettig, Chief Policy Officer @ Polygon Labs, Seth Hertlein, VP, Global Head of Policy @ Ledger, and Patrick Hansen Director of EU Strategy and Policy @ Circle.

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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

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EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 4:45 Pond Temperature 9:30 U.S. vs. the EU Regulation 13:30 Is MiCA Passed? 15:50 Should the U.S. Be Jealous? 18:30 MiCA Grading 20:55 DCCA Grading 22:22 MiCA Stablecoins 29:35 EU Restrictions 37:36 MiCA Self-Custody 44:22 Fear Ideology 46:40 U.S. vs. EU Regulation & Innovation 51:40 Closing Thoughts 58:50 Disclaimers

------ Resources:

Seth Hertlein https://twitter.com/SethHertlein

Patrick Hansen https://twitter.com/paddi_hansen

Rebecca Rettig https://twitter.com/RebeccaRettig1

----- 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: SEC Staking Krakdown | $BLUR Airdrop | SBF’s Bailout Money Source | Ordinals Still Growing Feb 17, 2023

Bankless Weekly Rollup 3rd Week of February 2023

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🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro 4:00 Markets 7:35 Inflation https://www.cnbc.com/2023/02/14/consumer-price-index-january-2023-.html https://eu.usatoday.com/story/money/economy/2023/02/14/cpi-january-inflation-data-today-live-updates/11247836002/ 11:45 ETH Supply https://ultrasound.money/ 15:54 BTC Halving Timelines https://twitter.com/DU09BTC/status/1626118062360469505

23:40 U.S. Ban Hammer https://www.sec.gov/news/press-release/2023-25 https://twitter.com/GaryGensler/status/1623777842000539648 https://blog.kraken.com/post/17619/settlement/ 28:15 Commissioner Hester M. Peirce Dissent https://www.sec.gov/news/statement/peirce-statement-kraken-020923 31:55 Coinbase Reactions https://twitter.com/brian_armstrong/status/1623860170404286464 https://twitter.com/brian_armstrong/status/1624829368915890176 33:00 Reactions & Takes https://twitter.com/ohaiom/status/1624534998069006337 https://twitter.com/milesjennings/status/1623850932860784641 38:30 SEC & NYDFS Hammering on Paxos https://paxos.com/2023/02/13/paxos-issues-statement/ 40:10 PayPal Pauses Stablecoin Work https://www.bloomberg.com/news/articles/2023-02-10/paypal-pauses-stablecoin-work-amid-regulatory-scrutiny-of-crypto 42:10 New SEC Rule restricts Which U.S. Companies Can Custody Crypto https://www.coindesk.com/policy/2023/02/15/sec-proposal-could-bar-investment-advisers-from-keeping-assets-at-crypto-firms/ 48:22 Hester Take https://www.sec.gov/news/statement/peirce-statement-custody-021523

49:45 Blur Drop https://twitter.com/blur_io/status/1625566146241114112 https://www.coingecko.com/en/coins/blur https://twitter.com/MannionNFT/status/1625602378106908673 https://twitter.com/BanklessHQ/status/1625620810902675457

53:45 ETH https://twitter.com/ultrasoundmoney/status/1625209951944642581 https://nerolation.github.io/mevflow.html 55:38 Polygon zkEVM Mainnet Launched on March 27th! https://twitter.com/MihailoBjelic/status/1625532387235971076 56:50 zkSync Era Mainnet https://twitter.com/zksync/status/1626235292268240902 https://forms.gle/KBreznP3g8aJYTJS7

1:01:30 NFTs https://twitter.com/cozomomedici/status/1625206526800703488 1:01:52 BTC NFTS https://dune.com/dataalways/ordinals https://www.coindesk.com/web3/2023/02/09/bitcoin-punks-ordinal-nft-collection-soars-in-value/

1:06:40 SBF https://www.cnbc.com/2023/02/15/sam-bankman-frieds-two-bond-guarantors-revealed-after-unsealing-.html https://twitter.com/AutismCapital/status/1625930741367595008

1:07:57 Celsius https://twitter.com/CelsiusUcc/status/1625854272561889281 https://twitter.com/CelsiansNetwork/status/1625600427696717825

1:10:30 Releases Sign-In with Ethereum on Shopify https://twitter.com/sadaf_eth/status/1624086599486283776 1:11:55 Token Terminal Financial statements for DAOs https://twitter.com/tokenterminal/status/1625838112218677250

1:16:25 Questions from the Nation

Takes of the Week 1:23:40 Balaji https://twitter.com/balajis/status/1625720725645692928 1:25:40 6529 https://twitter.com/punk6529/status/1625619140705656847 1:26:15 Ryan Question https://twitter.com/RyanSAdams/status/1625832853056417792

1:30:00 What David’s Bullish On 1:32:45 What Ryan’s Bullish On https://twitter.com/RyanSAdams/status/1626249830191321089

1:37:22 MEME of the Week https://twitter.com/ColinLieb/status/1623815237425106948

Risks & Disclaimers

---- 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

$BLUR AIRDROP with Blur's Founder, Pacman Feb 16, 2023

In today's episode, David sits down with Pacman, the Founder of the NFT trading marketplace, Blur.

Blur recently launched their $BLUR token and Pacman joins us to share the entire airdrop story, the different phases that went into it, and what's next for the fascinating OpenSea competitor.

------ MetaMask Learn https://bankless.cc/metamaskshow

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 3:27 Who is Pacman? 5:55 Why Blur? 7:15 Traders vs. Collectors 10:28 What Blur Built 15:00 $BLUR Token Story 26:50 Airdrop Phases 31:50 $BLUR Airdrop Details 35:10 Pacman's Reaction to the Drop 40:47 OpenSea vs. Blur 43:38 $BLUR Utility 45:13 Season Two 49:20 NFT Royalty Wars 55:30 Closing & Disclaimers

------ Resources:

Blur https://blur.io/

Pacman https://twitter.com/PacmanBlur

----- 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

The SEC Declares War on Crypto with Ryan & David Feb 15, 2023

In today's episode, Ryan and David bring on Mike Selig to chat about everything need to know about crypto regulation. Mike is a crypto lawyer at Willkie Farr & Gallagher, former a regulator at the CFTC, and a frequent contributor to Coindesk about the state of crypto regulation.

Operation Chokepoint is in full effect. Tune in to understand everything you need to know.

------ MetaMask Learn https://bankless.cc/metamaskshow

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 6:18 2023 Regulation Playbook 7:15 SEC Charging Kraken 11:27 SEC Rolling Out Regulation 14:09 SEC Patronizing Approach 15:44 Wells Notice 19:45 Kaken Staking Crackdown 28:00 Driving Crypto Offshore 30:05 Staking Pools Next? 35:05 SEC Scoring Points 40:50 Paxos & BUSD 44:40 Circle 50:55 Banks Servicing the Crypto Industry 57:55 Net Effects 59:27 U.S. Crypto Regulation History 1:02:49 Why the U.S. Hates Crypto 1:06:26 Banks vs. Crypto 1:08:14 Will Crypto Survive? 1:10:25 Closing & Disclaimers

------ Resources:

Regulation vs. Decentralization https://www.coindesk.com/consensus-magazine/2022/12/23/2023-the-year-of-regulation-vs-decentralization/

Gensler Statement https://twitter.com/SquawkCNBC/status/1624041483241156608

----- 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

158 - You're Not Bullish Enough on NFTs with Punk6529 Feb 13, 2023

✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-punk6529

------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ Punk6529 is a pseudo-anonymous leader in the crypto space. He’s heavily focused on the world of NFTs and the metaverse and is known for putting together extremely punchy and thoughtful Twitter threads, thinking about the world from first principles.

NFTs will represent every single digital non-fungible token that exists…and there are going to be a lot of them. Is Punk6529 the most bullish person in the world on NFTs?

In this episode, 6529 shares the benefits of using an NFT-backed pseudonym instead of your state name, why the “freedom to transact” is an essential human liberty we’ll lose without crypto, how the Metaverse is just a visualization layer of NFTs, and why NFTs are more important than DeFi…probably the most important thing crypto has produced.

------ 📣 MetaMask Learn | Learn Web3 with the Leading Web3 Wallet https://bankless.cc/metamaskshow

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET https://bankless.cc/phantom-waitlist

------ Topics Covered

0:00 Intro 8:23 Who is Punk 6529? 13:00 Digital Identities 28:30 Freedom to Transact & Crypto Values 46:50 NFTs 1:24:51 Why NFTs Are Inevitable 1:33:20 Closing & Disclaimers

------ Resources:

Freedom to Transact https://twitter.com/punk6529/status/1494444624630403083

Making It https://twitter.com/punk6529/status/1435229502708322313

On the Shortness of Life https://twitter.com/punk6529/status/1507787390114488322

Punk 6529 https://twitter.com/punk6529

----- 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

StarkWare Sessions #5 | Starknet Identity with Hadrien of Sismo Feb 11, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Hadrien from Sismo, the identity tooling set to help express your identity across all your addresses. Digital identity is more than one wallet—we need tools like Sismo to help maximal expression.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 3:45 Sismo 5:30 Getting Starked 8:00 Digital Identity 12:00 Data Vaults 15:09 Sharing with Friends 18:00 Soulbound Tokens 20:30 Web3 Social 21:40 Get Involved 22:30 Conference Experiences

----- Resources:

Hadrien Charlanes https://twitter.com/dhadrien_

Sismo https://www.sismo.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://www.bankless.com/disclosures

StarkWare Sessions #6 | Open-Source Funding with Gregoire of Only Dust Feb 11, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Gregoire Gambatto, co-founder of Only Dust, the platform for open-source paid contribution. If you’re a budding developer with dreams of impacting the StarkNet ecosystem, this app is for you!

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 3:10 Only Dust 4:20 Open Source Devs 5:45 Independent Funding 7:25 Using Only Dust 10:00 Get a Project

----- Resources:

Only Dust https://twitter.com/OnlyDust_xyz

----- 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

StarkWare Sessions #7 | Herodotus Cross-Chain Data Feb 11, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

Herodotus is a system for data interoperability across chains. The future is composable, and tools like Herodotus help move us in that direction.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 3:30 Herodotus 7:15 Use Cases 10:10 Storage Proofs 11:45 How it Works 15:00 The Future 18:30 Get Involved

----- Resources:

Kacper Kozio https://twitter.com/kacperkozi

Marcello Bardus https://twitter.com/0xmarcello

Herodotus https://twitter.com/HerodotusDev

----- 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

StarkWare Sessions #8 | Cartridge Starknet Gaming with Tarrence Feb 11, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

Cartridge is building out the legos necessary to produce a robust gaming ecosystem in Starknet. With the compression capabilities of zk technology, the possibilities for game logic is astounding. Gaming infrastructure is a key building block of the metaverse, and Cartridge is helping us get there.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 4:00 Getting Starked 7:55 zk-Rollup 9:30 On-Chain Gaming 13:00 What’s Possible? 16:30 Downstream Effects 18:30 Owning Valuable Assets 22:45 The Stack 27:00 Cartridge 30:42 Starknet is a Game 33:30 Get Involved

----- Resources:

Tarrence https://twitter.com/tarrenceva

Cartridge https://twitter.com/cartridge_gg

----- 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

StarkWare Sessions #9 | zk-Hardware with Omer of Ingonyama Feb 11, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re speaking with Omer Shlomovits, founder and CEO of Ingonyama, a next-generation semiconductor company, building specialized hardware for Zero-Knowledge Proofs. It’s not often that we talk hardware on Bankless, so when we do... it's time to pay attention.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 4:00 Ingonyama 7:45 Scaling and Privacy 11:00 Present and Future Computation 13:55 Hardware 19:49 Producing Chips 23:50 Get Involved

----- Resources:

Omer Shlomovits https://www.omershlomovits.com/

Ingonyama https://twitter.com/Ingo_zk

----- 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: Operation Choke Point | SEC Crypto Staking Crackdown | Genesis Earn Repayment | a16z Uniswap Feb 10, 2023

Bankless Weekly Rollup 2nd Week of February, 2023

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro

9:00 Markets 10:20 TA https://twitter.com/CryptoHornHairs/status/1623068877264498688 12:55 Ultra Sound https://ultrasound.money/ 14:15 ETH Burn https://twitter.com/TrustlessState/status/1623482139260887042 15:00 Gas Prices https://twitter.com/hildobby_/status/1622655640056303621 17:55 Bitcoin Blockspace https://twitter.com/dylanleclair_/status/1622660128989233153 21:00 BTC Target https://twitter.com/TrustlessState/status/1621614401550696449 23:35 AI Tokens https://twitter.com/TrustlessState/status/1623300044437725184 26:00 NFT Loans https://thedefiant.io/nftfi-record-loans

30:30 Operation Choke Point https://twitter.com/nic__carter/status/1622973966360133634 32:45 Choke Point Blog https://www.piratewires.com/p/crypto-choke-point 37:20 Jake Take https://twitter.com/jchervinsky/status/1622978313122635776 38:00 Sen Hagerty https://twitter.com/SenatorHagerty/status/1623375510544781356 40:00 Local Bitcoins Shutdown https://twitter.com/LefterisJP/status/1623662500699951105

41:40 SEC Banning Staking https://twitter.com/brian_armstrong/status/1623459203150131201 44:25 Gateway Token https://therug.mirror.xyz/SzofEWluskmQHZZ568XHyv_pfn70tgMqddORLaxxo8M

45:50 Genesis DCG https://twitter.com/AP_Abacus/status/1622735561290031104 https://decrypt.co/120708/gemini-earn-genesis-dcg-agreement https://www.ft.com/content/abee7e2e-1d18-4a68-aac5-665869db250f

52:30 Arbitrum Stylushttps://twitter.com/arbitrum/status/1622974926331453441 54:45 StarkNet Prover https://www.theblock.co/post/208731/starkware-open-sources-prover-technology-for-ethereum-layer-2-network 55:50 MakerDAO Report https://ipfs.io/ipfs/QmNXCG29xCMHhHppw6666zkY1zRTDT75Wdb5LHwEJcsvzH?filename=MakerDAO%202022%20Retrospective.pdf 57:55 a16z Uniswap Governance https://www.theblock.co/post/208729/a16z-votes-against-proposal-to-deploy-latest-uniswap-iteration-on-bnb-chain https://twitter.com/Dogetoshi/status/1622088935336824833 https://twitter.com/eddylazzarin/status/1622758120878653440 1:03:45 Linkin Park https://twitter.com/linkinpark/status/1623561791447117824 1:05:20 Coffeezilla Sting Operation https://twitter.com/coffeebreak_yt/status/1621581040539033603 1:08:20 FTX Donations https://www.theblock.co/post/208763/ftx-debtors-want-political-donations-returned-by-end-of-the-month 1:09:30 Super Bowl Commercials https://twitter.com/watcherguru/status/1622997422254305294 1:11:40 Do Kron Manhunt https://www.bloomberg.com/news/articles/2023-02-07/hunt-for-crypto-fugitive-do-kwon-led-south-korean-officials-to-serbia-last-week 1:12:30 Kyle Davies Hiding https://www.theblock.co/post/209552/kyle-davies-has-chosen-to-ignore-his-duties-to-3ac-after-rare-twitter-subpoena 1:14:20 Taxing Staked Crypto https://decrypt.co/120793/crypto-staking-taxes-appeal

1:16:00 Lido v2 https://twitter.com/LidoFinance/status/1622963224898330624 1:16:50 Aave GHO https://twitter.com/AaveAave/status/1623683819034517504 1:17:20 Element Hyperdrive https://twitter.com/element_fi/status/1623367512086745097 1:17:49 Infinity Pools https://twitter.com/delitzer/status/1623076431243939842 1:18:20 Mean Finance https://twitter.com/mean_fi/status/1621226280984408064 1:19:25 Sorare Premier League https://medium.com/sorare/sorare-partners-with-premier-league-to-launch-digital-player-cards-and-fantasy-competitions-c8b5c5e195b3

1:20:00 Jobs

1:23:30 Questions from the Nation

1:30:00 Takes of the Week 1:33:10 Proof of Time https://twitter.com/trustlessstate/status/1621550977793855488 1:36:40 Opinions that Matter https://twitter.com/RyanSAdams/status/1621502310550495232

1:41:20 What David’s Bullish On 1:43:40 What Ryan’s Bullish On

1:45:20 MEMEs of the Week https://twitter.com/MrT09613720/status/1623649904349577216 https://twitter.com/BanklessHQ/status/1623062111604600849

---- 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

StarkWare Sessions #1 | The StarkNet Fathers Uri Kolodny & Eli Ben-Sasson Feb 09, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Uri Kolodny and Eli Ben-Sasson, the co-founders of StarkWare and the fathers of the StarkNet ecosystem. We take a high-level overview of the emerging network state, and what we can expect from this community looking forward.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 5:00 A Network State 8:00 Starknet Governance 12:30 Technical Minds 15:30 Integrations 18:20 Use Cases 20:30 Looking Forward 23:20 Day in the Life 27:40 Friendship

----- Resources:

Uri Kolodny https://twitter.com/ukolodny

Eli Ben-Sasson https://twitter.com/EliBenSasson

----- 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

StarkWare Sessions #2 | Braavos & Smart Contract Wallets with Motty Lavie Feb 09, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Motty Lavie, the founder and CEO of Braavos, the team behind the self-custodial Braavos wallet on top of StarkNet. As the fastest growing wallet on StarkNet, Braavos is paving new ground with smart contract wallets. If you can’t tell yet, David was heavily smart contract wallet-pilled after the Starkware Sessions.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 3:30 What’s Braavos? 5:30 Smart Contract Wallets 11:30 Signers 14:30 A Use Case Revolution 18:45 An Example 20:50 Synergy with Layer 2 22:50 The Braavos Approach 24:40 Get Involved

----- Resources:

Motty Lavie https://twitter.com/mottylen

Braavos https://braavos.app/

----- 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

StarkWare Sessions #3 | Account Abstraction & EIP 4337 with Yoav Weiss Feb 09, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

In this episode, we’re talking to Yoav Weiss, a security fellow at the Ethereum Foundation and pioneer of account abstraction through EIP-4337. The future of smart contract wallets is massive—Yoav helps tell us how.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 3:45 Starknet and the Conference 5:30 Account Abstraction 7:30 EVM Equivalence 8:50 Huge Developments 10:30 Experimenting in Public 11:50 Smart Contract Wallets 15:30 The Future of Wallets 18:30 Yoav’s Interests

----- Resources:

Yoav Weiss https://twitter.com/yoavw

----- 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

StarkWare Sessions #4 | Briq and StarkNet Governance with Sylve Chevet Feb 09, 2023

Sometimes, the frontier is at a crypto conference. We’re returning from our adventures in Tel Aviv with nine exclusive interviews with some of the key players in the StarkNet space.

Wish you could make it to all the crypto conferences, but don't have the time? Don't worry, Bankless brings the frontier to you.

Sylve Chevet is the CEO of Briq, an NFT-building protocol with broad ambitions of becoming with building blocks of the metaverse. Sylve is also a steward of StarkNet governance, helping oversee the decentralization of the protocol, community, and ecosystem.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN THE NATION: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 4:50 Briq 8:30 How it Works 11:00 Starknet the Enabler 14:20 Silve’s Story 15:15 Decentralization of Starknet 18:51 On-Chain Governance 20:00 Stark Token 22:25 Devs and Governors 26:00 Vibes 30:00 Get Involved

----- Resources:

Sylve Chevet https://twitter.com/sylvechv

Briq https://briq.construction/

----- 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

What's going on with Canto? Feb 09, 2023

Zak Cole, a core contributor to Canto, joins Bankless to answer: "What's good with Canto?"

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 7:30 Canto Brings It 9:40 What is Canto? 12:40 Nationalizing Apps 16:00 CSR and Market Forces 20:10 Funding Open Source 22:45 Infrastructure 26:00 Native Apps 29:55 The Stablecoin 33:40 The History of Canto 37:30 Launching on Cosmos 42:10 Botched Ads 44:25 Friction Points 48:00 Founder Culture 54:00 RIP Anon 58:00 Community 1:01:30 Future of Canto 1:03:30 Get Involved 1:04:30 Chatting

------ Resources:

Zak on Twitter: https://twitter.com/0xzak

Canto: https://canto.io/

Variant Blog Post: https://variant.fund/articles/canto-a-layer-1-incentive-experiment/

----- 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

NFTs Attacking Bitcoin? with Eric Wall & Casey Rodarmor Feb 07, 2023

In today’s show, we’re talking about NFTs on Bitcoin. Yes, you read that right. NFTs are now part of Bitcoin. Ever since the launch of the Ordinals protocol, NFTs on Bitcoin are all anyone can talk about.

We brought on the man behind Ordinals and open source Bitcoin developer, Casey Rodarmor, and also Eric Wall, our Bitcoin expert to chat about all things NFTs on Bitcoin and what it might mean for Bitcoin’s future.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Timestamps:

0:00 Intro 9:30 Ordinals 12:29 Ethereum vs. Bitcoin NFTs 14:28 Bitcoin Feature Timeline 17:55 Hard vs. Soft Forks 19:16 Bitcoin’s Segregated Witnesses 22:45 Ordinals Origin 32:11 Violating Bitcoin’s Core Philosophy 38:40 Illegitimate Bitcoin Transactions 41:13 Legitimate Bitcoin Transactions 53:55 Eric Prediction & Miner Game Theory 58:31 Bitcoin Fee Market 1:01:31 Fixed Bitcoin Fee Structure? 1:03:58 No Bloat Problem 1:10:38 Summary 1:16:21 Inscription 466 1:19:33 Bitcoin is Fun Again 1:23:50 Closing & Disclaimers

----- Resources:

https://bankless.cc/CTCpodcast

Casey Rodarmor https://twitter.com/rodarmor

----- 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

157 - Will Solana Make It with Anatoly Yakovenko Feb 06, 2023

✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-anatoly-solana

------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ In today’s episode, we have the creator of Solana and the Co-founder of Solana Labs, Anatoly Yakovenko. We brought on Anatoly to ask: is Solana going to make it?

Price is down. A major public backer…SBF is down for the count…will Solana make it? Will it survive the bear market? Anatoly shares his thoughts.

In addition, he also shares the full Solana story, back to its earliest inflection points all the way to the current state of Solana today.

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro 7:58 2022 & 2023 10:05 Solana Origins 14:40 Passage of Time as Data 25:30 Bandwidth Trade-offs 29:29 SOL as Money? 32:04 Security 36:24 Continuing the Solana Story 44:10 Early Day Solana Vibes 48:20 Solana Growth Acceleration 51:31 2021 Solana Price 53:12 The Crypto VC Narrative 54:37 Solana Haters 59:55 FTX & SBF 1:07:16 Solana Critique 1:09:35 Cultural Debt 1:14:46 The State of the Solana Community 1:19:37 The Future of Solana 1:24:36 Solana VM 1:26:39 Will Solana Make It? 1:31:15 Final Solana Questions Closing & Disclaimers

------ Resources:

Anatoly https://twitter.com/aeyakovenko

Firedancer https://jumpcrypto.com/firedancer/

----- 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: Bitcoin NFTs | Canto | FOMC Interest Rates | Blur OpenSea Royalties Feb 03, 2023

1st Week of February, 2023

------ 📣 MetaMask Learn https://bankless.cc/metamaskshow

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

👻 PHANTOM | CROSS-CHAIN WALLET https://bankless.cc/phantom

------ Topics Covered

0:00 Intro

4:30 MARKETS 7:30 ETH Supply https://ultrasound.money/ 10:20 FOMC Meeting https://www.bloomberg.com/news/live-blog/2023-01-31/fomc-rate-decision-and-fed-chair-news-conference 13:00 Markets and Inflation https://twitter.com/TrustlessState/status/1620063534880264192 14:45 Tokens Up Layer 2: https://imgur.com/sGYGc7h DeFi: https://imgur.com/BnzQve7 17:20 Canto https://variant.fund/articles/canto-a-layer-1-incentive-experiment/ 20:20 dYdX Lockup https://twitter.com/spreekaway/status/1618671588907581440 25:00 $COIN https://imgur.com/gfboGPU 25:40 ChatGPT https://therug.mirror.xyz/hUQt2XF1roaocALWW1QdM45NzY7YkDFooKpRre9yRwI

29:00 Bitcoin NFTs https://metaversal.banklesshq.com/p/bitcoin-nfts Visualizer: https://mempool.space/block/0000000000000000000515e202c8ae73c8155fc472422d7593af87aa74f2cf3d 33:40 Controversy Casey: https://twitter.com/rodarmor/status/1619516796176039937 Eric Wall: https://twitter.com/ercwl/status/1619720558362660864 DrNick: https://twitter.com/drnicka/status/1620002472986308610

41:45 FTX Creditors https://www.theblock.co/post/205859/ftx-creditor-list-includes-star-athletes-crypto-firms-state-governments Bail Pay: https://twitter.com/watcherguru/status/1620206663268700160 Witness: https://twitter.com/tier10k/status/1620132741038886912 Contact: https://cointelegraph.com/news/federal-judge-bars-sbf-from-contacting-ftx-and-alameda-employees-using-signal Compliance: https://www.coindesk.com/video/sbfs-mother-and-brother-not-cooperating-with-financial-probe-ftx-lawyers-say/ Mark Wahlberg: https://watcher.guru/news/ftx-and-binance-doc-in-the-works-from-fortune-mark-wahlberg

51:00 OFAC Compliant Blocks https://twitter.com/sassal0x/status/1618819502761992193 MEV Watch: https://www.mevwatch.info/ Relay Market: https://mevboost.pics/ 53:25 Staking Withdrawal https://www.theblock.co/post/207231/ethereum-staking-withdrawal-testnet-for-shanghai-upgrade-goes-live-tomorrow 54:15 Optimism Bedrock https://twitter.com/optimismFND/status/1620905414769668097 David: https://twitter.com/TrustlessState/status/1621181863380324353 55:40 RPL vs LDO https://twitter.com/nixorokish/status/1620061177551417349 57:55 ImmutableX Passport https://www.immutable.com/products/passport 59:00 Harmony https://www.dlnews.com/articles/defi/harmony-execs-mismanaged-funds-and-bullied-workers-ex-staff-claim/ 1:03:55 Blur vs OpenSea https://mobile.twitter.com/pandajackson42/status/1620081523646148613 Royalties: https://twitter.com/ljin18/status/1620490983610945538 1:09:00 Cardano Stablecoin https://cointelegraph.com/news/ada-backed-algorithmic-stablecoin-djed-launched-on-cardano 1:09:20 Worldcoin https://twitter.com/worldcoin/status/1618948582769582080 1:10:50 Celsius Withdrawals https://www.coindesk.com/policy/2023/02/01/bankrupt-lending-platform-celsius-names-users-eligible-to-withdraw-assets/ 1:11:35 Twitter Money https://cointelegraph.com/news/elon-musk-wants-twitter-payments-system-built-with-crypto-in-mind 1:12:20 Amazon NFT https://blockworks.co/news/amazon-nft-marketplace-web3

1:15:00 Questions from the Nation Daniel Allan: https://twitter.com/imdanielallan/status/1617932612668108807

1:22:30 TAKES 1:23:00 McDonalds https://twitter.com/McDonalds/status/1618691421091024897 1:24:10 Max Pain https://twitter.com/RyanSAdams/status/1620792397746814976 1:26:10 Purity in Isolation https://twitter.com/RyanSAdams/status/1620971450579693569 1:30:00 Blockspace Middlemen https://twitter.com/litocoen/status/1621097714191855616 1:30:40 Influencers https://twitter.com/jediblocmates/status/1620413105095475201

1:32:30 What David’s Bullish on https://twitter.com/TrustlessState/status/1621175981301174274 1:34:45 What Ryan’s Bullish on

1:35:30 MEME of the Week https://twitter.com/eth_valid/status/1620443912254152705?s=20

----- 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

The Power to Mint Money Feb 01, 2023

Today on the show, Ryan and David are Guestless!

The two cover the history of crypto bull markets. What patterns are found in every single bull market? Now that there are three very distinct crypto market cycles, what can we learn from them? Crypto democratizes the ability to mint new assets. How are humans dealing with this newfound superpower? Ryan and David answer all of these questions and so much more.

------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

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------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi ------ Timestamps:

0:00 Intro 10:24 What is Money? 16:40 What is Crypto Doing? 24:40 The Power Patterns 28:20 2013 32:40 Corruption Part of the Cycle 37:15 ICO Mania & Corruption 54:00 2020 DeFi Summer 59:50 NFTs 1:03:20 2023 1:06:00 The Good & The Bad 1:10:05 Closing & Disclaimers

----- 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

156 - Investing in Waves with Chris Burniske Jan 30, 2023

✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-chris-burniske

------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ Chris Burniske is Co-Founder of Placeholder VC, author of “Crypto-Assets,” and mentor to both David and Ryan. This is Chris’s third appearance on Bankless. He was first on three years ago for episode #20!

Investing in waves. Are we talking about surfing? Are we talking about capital deployment? The answer is yes.

In today’s episode, Chris unpacks why he uses the term “trashy” to describe many 2022 projects (and their founders), why crypto is like surfing and how you catch a good wave, his rules for staying sober during bull and bear markets (hint: don’t fall in love with your coconuts), and finally his bull case for Solana.

------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

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------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro 6:46 Crypto Assets 12:43 Right 2 Years Later 16:00 Wrong 2 Years Later 19:35 What Makes a Project Trashy 22:12 Psychological Perspective 26:33 Thesis Driven 30:00 Super Cycle Narratives 37:20 Market Timing & Advice (NFA) 47:25 Bull Market Indicators 54:30 Is the Bottom In? 57:53 What Ends the Bear Market? 1:01:17 The Crypto Repeat Story 1:08:00 BTC vs. ETH vs. SOL 1:18:54 The Solana Pitch 1:29:34 How to Approach Solana 1:36:51 Predicting SOL Value Accruel 1:41:35 The Solana Opportunity 1:46:18 Is Crypto a Net Good? 1:52:22 Action Items & Disclaimers

------ Resources:

Chris Burniske https://twitter.com/cburniske

The Ethereum Opportunity https://youtu.be/oG3CUT9kziE

Electric Capital Developer Report https://github.com/electric-capital/developer-reports/blob/master/dev_report_2022.pdf

----- 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

155 - The Rise of Decentralized Social Networks with Farcaster’s Dan Romero Jan 28, 2023

✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-dan-romero

------ Dan Romero was an early employee at Coinbase and is now the Co-Founder of Farcaster, a new decentralized social network that has captured the attention of many in Web3.

Aside from sharing a secret passcode to access Farcaster during the episode (Bankless Premium subscribers only)…Dan also shares his thoughts on why he doesn’t think Web2 social media is broken, why people should care about decentralized social media, how decentralized does it have to be in order to work, and how all of this will fundamentally change the internet and the trajectory of humanity.

------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro 6:08 Is Web2 Broken? 10:25 Web3 Improvements 19:25 Unique Web3 Properties 24:42 Developer & User Sovereignty 31:57 Farcaster’s Feature & Protocol Thesis 45:25 Unique Properties of Decentralized Social Platforms 58:29 Growing Farcaster & Client Competition 1:05:39 Incentive Mechanisms 1:11:30 Is a Token Needed? 1:15:55 Protocols 1:19:48 Advertising & Farcaster 1:25:48 Farcaster On-Chain Footprint 1:27:47 Spam Prevention 1:31:31 Discoverability & Regulation 1:33:45 Identity 1:36:00 Closing & Disclaimers

------ Resources:

DM Dan Secret Passcode https://twitter.com/dwr https://danromero.org/

----- 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: Genesis Bankruptcy | SEC Crypto Crackdown | Kevin Rose NFTs Hacked | Aptos Token | BAYC Sewer Pass Jan 27, 2023

4th Week of January, 2023

------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Resources:

0:00 Intro

4:20 MARKETS 9:00 Inflation https://twitter.com/NorthRockLP/status/1617593771222519811 11:00 Crypto Revenue https://cryptofees.info/ 15:50 Aptos Mooning https://decrypt.co/120009/whats-going-on-aptos-price 18:20 dYdX Rally https://thedefiant.io/dydx-rallies-18 19:00 Optimism All-Time High https://www.coingecko.com/en/coins/optimism

24:00 Genesis Chapter 11 https://www.theblock.co/post/204035/genesis-owes-more-than-3-6-billion-to-top-50-creditors 27:00 Gemini Earn Users https://twitter.com/cameron/status/1616298056097624064

29:00 SEC Ban Hammer FTX: https://www.sec.gov/litigation/litreleases/2023/lr25617.htm Avi: https://twitter.com/secgov/status/1616531972020469781 Nexo: https://www.theblock.co/post/203983/nexo-pays-45-million-to-settle-sec-and-state-charges-for-failing-to-register-lending-product 34:55 Hester Peirce https://www.sec.gov/news/speech/peirce-remarks-duke-conference-012023

40:20 Kevin Rose NFTs Stolen https://www.coindesk.com/web3/2023/01/25/kevin-rose-says-nft-wallet-with-dozens-of-high-value-collectibles-hacked/ Bad UX: https://twitter.com/RyanSAdams/status/1618329248275795968 Behaviors: https://twitter.com/iamDCinvestor/status/1618351192358408194

48:30 Shanghai Shadow Fork https://decrypt.co/119851/ethereum-shanghai-mainnet-shadow-fork-goes-live 49:30 Uniswap v3 on Binance Chain https://www.coindesk.com/tech/2023/01/23/uniswap-poll-shows-80-support-decentralized-crypto-exchanges-move-to-bnb-chain/ 50:30 Wormhole Hacker https://cointelegraph.com/news/wormhole-hacker-moves-155m-in-biggest-shift-of-stolen-funds-in-months https://twitter.com/0x_Osprey/status/1617603687702224897

53:00 Doodles on Flow https://twitter.com/poopie/status/1618271090459160577 https://twitter.com/doodles/status/1618262941287211009 55:10 Pudgy Penguins https://twitter.com/pudgypenguins/status/1618288231552004100 https://twitter.com/cyounessi1/status/1618273523671396354 56:05 Sewer Pass NFT https://www.coindesk.com/web3/2023/01/12/bored-ape-collections-pump-ahead-of-upcoming-sewer-pass-nft-mint/ 58:00 Yuga Arbitration https://twitter.com/flyabstractart/status/1616179578224926721 1:00:30 Porsche NFT Fail https://twitter.com/BcSmithHere/status/1617524649700757511 1:03:00 The Rug https://therug.mirror.xyz/biX_10PO0yD8nN_lN6ctr3tOa2X5CtFonDOtzl80dAY 1:04:05 Peter Thiel Sold BTC https://archive.ph/8XLr6#selection-1985.281-1985.356 1:05:20 Proof of Innocence https://twitter.com/RyanSAdams/status/1617999327867338753 1:08:15 Robinhood Wallet https://decrypt.co/119594/robinhood-wallet-metamask 1:10:00 QuickNode https://www.theblock.co/post/205028/quicknode-reaches-800-million-valuation-in-series-b-round

1:10:30 Questions from the Nation https://newsletter.banklesshq.com/subscribe

1:19:00 TAKES of the Week 1:20:00 RAI Mistake https://twitter.com/ameensol/status/1617582677833699330 1:24:50 No Bailouts https://twitter.com/RyanSAdams/status/1616536164621774849 1:26:10 Omnidimensional https://twitter.com/trustlessstate/status/1617734657759670276

1:28:00 What David’s Bullish On 1:30:00 What Ryan’s Bullish On

1:32:00 MEME of the Week https://twitter.com/icebergy_/status/1611153750432825350

MOMENT OF ZEN https://twitter.com/Xofee3/status/1618406659659038720

----- 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

Bull Trap, or Bull Market? with Vance Spencer Jan 26, 2023

Vance Spencer is the Co-Founder of Framework Ventures, a VC firm that got its claim to fame by sticking around during the 2018-2020 bear market, going all-in on DeFi before we had a name for it, and taking risks and finding gems while everyone else fled the industry.

This is Vance’s 4th appearance on Bankless, because in addition to being a chad VC, he’s also adept at measuring the markets and understanding metas, which is what we’re looking to do here today.

Bitcoin is down 66% from the top, but up 50% from the bottom! ETH Down 66% from the top, but up 75% from the bottom! Solana down 90%, but up 200% from the bottom! Meanwhile, Ethereum’s L2 ecosystem is HOT. OP is hitting ATHs. RPL is at its highs in ETH terms, nearing highs in USD terms… Aptos is somehow at a 16B valuation.

Question: Where are we??? Vance has the answer.

------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

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------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Timestamps:

0:00 Intro 6:24 Vance's Read of the Market 8:10 Ranging 9:40 Indicators 13:00 Apathy Market 15:30 Trends 18:41 Institutions 22:45 Is FTX a Permanent Stain? 25:45 Aptos 29:30 Alt-L1s 35:05 Private Markets 37:24 Crypto Gaming 41:15 Future of DeFi Tokens 43:39 Macro & Recession 45:40 ETH/BTC 49:40 Alt-L1s Over? 51:05 2023 51:50 Closing & Disclaimers

----- Resources:

Vance Spencer https://twitter.com/pythianism

----- 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

Unlocking Privacy on Ethereum with Paul Brody Jan 25, 2023

Paul Brody is the head of EY’s blockchain business. EY is Ernst & Young, one of the “big 4” global professional services and accounting firms. He’s been at EY for nearly 8 years now and before that he was a VP at IBM where he started IBM’s first blockchain project.

Paul is deeply intertwined with the Ethereum community as well as enterprise use cases. If anyone is going to crack the nut of Enterprise use cases for public blockchains, it's going to be him.

------ Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Timestamps:

0:00 Intro 7:00 Enterprise Blockchains 11:20 Public vs. Private Blockchains 15:00 Use Cases 18:36 Supply Chains vs. Digital Money 22:00 Disruption 23:55 Network Effects 26:40 EY's Nightfall 30:50 Low-Cost Transactions 37:30 Tokenizing the World 41:50 Real-World Assets 47:10 Transactions 50:44 Stablecoin Adoption 54:15 DeFi Integration 56:35 Operating Nightfall 59:40 Nightfall Roadmap 1:01:35 Why EY 1:05:15 Enterprise Blockchain Burn Leaderboard 1:08:40 Action Items & Disclaimers

----- Resources:

Paul Brody https://twitter.com/pbrody

----- 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

154 - Sign-in With Ethereum with Wayne Chang Jan 23, 2023

✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-wayne-chang-sign-in-with-ethereum

------ ✨ COLLECTIBLES | Collect this episode: https://collectibles.bankless.com/mint

------ Wayne Chang is the co-author of EIP4361, otherwise known as the Sign in with Ethereum (SIWE) Standard. He’s also the co-founder and CEO of Spruce, a company that is working to grow SIWE adoption to make the internet more user-first.

Can Ethereum help us take back our identity on the internet? There will be two phases of crypto–in phase one we take back our money. In phase two we take back our identity. Tune in to find out how.

------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro 8:50 Identity on the Internet 17:15 Current State of Identity on the Internet 23:25 Web2 Log-in Risks & Incentives 25:50 Authentication vs. Authorization vs. Identity vs. Identifier 30:52 Sign-in with Ethereum 36:12 The Benefits of SIWE 39:15 The Rest of the SIWE Iceberg 40:50 Bringing Your Own Data Vault 46:19 Data Representing Identity 48:54 Identity & Data Vaults 50:40 Dapps & Use Cases 56:16 The Future of SIWE 1:02:33 Zero Knowledge Proofs & Minimal Disclosure 1:07:09 Bots 1:08:30 Deep Fakes 1:09:39 Session Keys & No More Cookies 1:15:14 Ethereum the Blockchain’s Role 1:17:25 Ethereum & Identity 1:19:40 Why Log-in with Ethereum? 1:22:30 Censorship Resistance 1:24:40 Festival of the Commons 1:29:40 SIWE Next Steps 1:31:43 Why SIWE is Important 1:32:52 Closing & Disclaimers

------ Resources:

Sprue https://spruceid.com

Read EIP 4361 https://eips.ethereum.org/EIPS/eip-4361

Wayne Chang https://twitter.com/wycdd

----- 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

3rd Week of January, 2023

------ Crypto Tax Calculator | Free Crypto Tax Calculator htthttps://bankless.cc/CTCpodcast

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Resources:

0:00 Intro

4:20 MARKETS 6:20 Total Crypto Market Cap 7:50 Fed Cutting? https://twitter.com/DeItaone/status/1615404601489883136 9:05 Debt ATH https://twitter.com/WatcherGuru/status/1616086891098415104 9:40 ETH Ultra Sound https://ultrasound.money/ 11:00 Ethereum Quarterly Report https://newsletter.banklesshq.com/p/state-of-ethereum-report-q4-2022 16:50 FTX Solana Position https://twitter.com/b1ockgreg/status/1615506527741263872 18:05 FTT Pumping? https://www.coingecko.com/en/coins/ftx-token

21:30 SEC vs Gemini https://www.cnbc.com/2023/01/12/sec-charges-genesis-and-gemini-with-selling-unregistered-securities.html 22:54 Winklevoss Defense https://twitter.com/tyler/status/1613674686646484992 24:35 Who Benefits https://twitter.com/dogetoshi/status/1613660660981796869 25:10 After the Fact https://twitter.com/cryptowendyo/status/1613666846041067523 26:05 Saving Investors https://twitter.com/LewellenMichael/status/1613741457248030720

26:30 Is Genesis Bankrupt? https://twitter.com/fintechfrank/status/1615781926161235976 28:45 Is it Priced In? https://twitter.com/business/status/1615885016164081664 29:40 CoinDesk for Sale https://www.cnbc.com/2023/01/18/coindesk-engages-lazard-to-explore-sale-as-dcg-crisis-grows.html

32:55 International Crypto Enforcement https://twitter.com/AP_Abacus/status/1615749853950115844 36:00 Bitzlato https://www.theblock.co/post/203516/wtf-is-bitzlato-crypto-twitter-rolls-eyes-at-dojs-big-arrest

41:30 3AC New Exchange? https://www.theblock.co/post/202589/3ac-zhu-davies-new-crypto-exchange 42:00 Trading Claims https://twitter.com/JJcycles/status/1615005217551966208

45:45 Ethereum Validators https://decrypt.co/119370/ethereum-validators-hit-500000-ahead-scheduled-shanghai-upgrade 46:10 Dev Report https://www.developerreport.com/developer-report 48:10 Norway Arbitrum https://twitter.com/arbitrum/status/1613801636350119937 49:12 MetaMask Staking https://twitter.com/MetaMask/status/1613953273957945352 49:45 2017 Cryptopunk Sale https://twitter.com/mullet_eth/status/1615099917806051349 52:30 SBF Congress https://www.coindesk.com/policy/2023/01/17/congress-ftx-problem-1-in-3-members-got-cash-from-crypto-exchanges-bosses/14554945567 53:50 Digital Dollar https://www.coindesk.com/policy/2023/01/18/digital-dollar-project-warns-on-uss-cautious-approach-to-cbdcs/

55:35 FTX is Solvent https://twitter.com/SBF_FTX/status/1615507065337958401 56:17 MiCA Delay https://blockworks.co/news/mica-delay-until-april-gives-eu-crypto-firms-ample-breathing-room

57:15 Releases 1inch: https://blog.1inch.io/introducing-the-1inch-hardware-wallet-47e2a2a8d5a0 Den: https://twitter.com/OnChainDen/status/1615363420429381635 MeanFi: https://twitter.com/aztecnetwork/status/1615348404842008583

59:10 Raises Diva: https://www.theblock.co/post/202690/diva-closes-3-5-million-seed-round-for-distributed-liquid-staking-protocol Obol: https://twitter.com/ObolNetwork/status/1615385163218948096 Flashbots: https://twitter.com/theblock__/status/1616020690326388738 Sleepagotchi: https://twitter.com/dberenzon/status/1615453029360365569

1:02:15 ETH Denver Meetup https://imgur.com/TbapHDs

1:03:00 Questions from the Nation https://youtu.be/Os10Ln8sMOc?t=6166

1:09:00 TAKES of the Week 1:09:30 Crooked Cop https://twitter.com/twobitidiot/status/1613673970896703488 1:11:10 Wild West https://twitter.com/ErikVoorhees/status/1613548809635741696 1:12:20 Owning vs Trading https://twitter.com/zhusu/status/1613389245007233026 1:13:50 BTC Supply Cap https://twitter.com/TrustlessState/status/1613924471391551488

1:15:50 What David’s Bullish On 1:18:35 What Ryan’s Bullish On

1:23:45 MEME of the Week https://twitter.com/cyounessi1/status/1614822327484833801

----- 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

What's Hot in Arbitrum? | Arbitrum Ecosystem Guide Jan 18, 2023

In today's episode, we're talking about what’s hot on Arbitrum. Three Arbitrum experts are here to help guide us through what's new in the Arbitrum ecosystem.

The Arbitrum metrics are HOT. 2022 was not the best year for crypto, but they were for L2s, and especially for Arbitrum! Tune in to learn why and how Arbitrum is shaping the future of L2s, gaming, and NFTs as we know it.

------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

----- Timestamps:

0:00 Intro 8:11 What is Arbitrum Doing Right? 15:20 GMX 17:03 Arbitrum Culture 24:30 Treasure's Expansion 29:30 Culture vs. Technology of Chains 31:42 The Bankless Thesis 36:00 GMX's Hooks 38:20 DeFi Activity 43:37 Community Engagement 48:00 The Nintendo of Web3 51:50 Building Along Treasure & Arbitrum 57:53 What's Holding the Ecosystem Back? 1:03:55 What is Beacon? 1:07:00 PFPs in Arbitrum 1:12:00 Token Alpha 1:13:50 Closing & Disclaimers

----- Resources:

Karel Vuong - Co-Founder & COO, Treasure https://twitter.com/karelvuong

Diego Vidaurre - Co-Founder & CEO of The Beacon https://www.linkedin.com/in/diego-vidaurre-schaffer-6989a1120

Coinflipcanada - Core contributor to GMX https://mobile.twitter.com/coinflipcanada

Massive Arbitrum Acquisition!! with Steven Goldfeder & Preston Van Loon https://youtu.be/PmWeXVRPeic

How to Gain Exposure to Arbitrum https://newsletter.banklesshq.com/p/how-to-gain-exposure-to-arbitrum

----- 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

153 - Why Crypto is Underrated with Tyler Cowen Jan 16, 2023

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/tyler-cowen-debrief

------ Tyler Cowen is an American economist, columnist, and blogger. He’s also a professor at George Mason University, where he also produces the Conversations with Tyler podcast with guests like Vitalik Buterin. Marc Andreessen, and Ray Dalio.

In today’s episode, Tyler shares why he thinks regulators should pause and wait before passing crypto regulation in the wake of FTX, how FTX and Enron are similar, why he calls himself a crypto-hopeful (even though he thinks Balaji’s Network State idea is utterly wrong). And finally, we play Tyler's favorite game—Overrated vs. Underrated—about everything relevant in 2023: Crypto AI, Inflation, America, China, Social Media, Wealth Inequality, and more.

------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro 6:10 Tyler’s 2023 Crypto Thoughts 6:50 Why Crypto is Confusing 9:04 Is Crypto Overrated? 10:25 Is Crypto Worth it? 12:19 Regulation 19:33 On-Chain Privacy, Taxes, Surveillance 24:00 FTX vs. Enron 27:35 Wealth Inequality 32:05 Crypto Regulation vs. Innovation 34:48 Can the U.S. Choke Crypto? 36:24 Crypto vs. the Internet 37:56 Whose at Fault for FTX? 40:00 Crypto Self-Regulation 45:16 A.I. Regulation 46:46 A.I.’s SBF Moment? 48:05 Is the Future Closer than it Appears? 50:31 Human Self-Regulation 51:16 Economists & Crypto 53:20 Vitalik 54:16 Free Markets & Greed 55:21 Overrated vs. Underrated 1:00:24 Balaji’s Network State 1:01:47 Banks 1:02:15 Closing & Disclaimers

------ Resources:

Tyler on Twitter https://twitter.com/tylercowen

Tyler’s Blog https://marginalrevolution.com/

Tyler’s Podcast https://conversationswithtyler.com/

Beware the Dangers of Crypto Regulation https://www.washingtonpost.com/business/beware-the-dangers-of-crypto-regulation/2023/01/03/27f6f31a-8b63-11ed-b86a-2e3a77336b8e_story.html

----- 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: Crypto Rallies | Gemini vs Barry Silbert | Game of Thrones NFT | Ethereum Liquid Staking | Inflation Jan 13, 2023

2nd Week of January, 2023

------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ 0:00 Intro

3:00 MARKETS 5:40 Ultra Sound Money https://ultrasound.money/ 7:00 ETH BTC Ratio 8:50 Inflation https://www.nytimes.com/live/2023/01/12/business/december-cpi-inflation-report 11:10 Leverage https://twitter.com/YoniJMel/status/1612835719768064001 12:20 Have We Bottomed? https://twitter.com/RyanSAdams/status/1613563998426775552 16:30 Markets since 2020 https://imgur.com/qq58Ac2

22:30 DCG vs Gemini https://twitter.com/cameron/status/1612806661508567042 25:00 Shutting Down https://decrypt.co/118533/dcg-hq-shut-down-genesis-layoffs 26:00 Shareholder Letter https://dcgupdate.com/

29:00 SBF Continued Robinhood: https://twitter.com/WatcherGuru/status/1612444676904083457 $5 Billion: https://twitter.com/jconorgrogan/status/1613195331981697024/photo/1 Fraud: https://twitter.com/nic__carter/status/1612458140238225409 Substack: https://sambf.substack.com/p/ftx-pre-mortem-overview

36:10 Coinbase Layoffs https://www.cnbc.com/2023/01/10/coinbase-to-slash-20percent-of-workforce-in-second-major-round-of-job-cuts.html 38:00 Binance Hiring https://www.cnbc.com/2023/01/11/binance-plans-15-30percent-hiring-spree-in-2023-even-as-rivals-cut-jobs.html

41:00 NEWS 41:45 Arbitrum vs Optimism https://twitter.com/WestieCapital/status/1612837614414880772 43:00 OpenSea Arbitrum Nova https://twitter.com/opensea/status/1611486589087109124 44:20 L2 Bull Market https://twitter.com/TrustlessState/status/1612534516094046208 45:20 Coinbase Rocket Pool https://twitter.com/Jasper_ETH/status/1613318003738697730 47:40 PleasrHouse https://twitter.com/PleasrDAO/status/1613217260511891460 49:30 Instagram NFT Projects https://www.coindesk.com/web3/2023/01/11/top-nft-artists-are-launching-projects-on-instagram-and-selling-out-in-seconds/ 

51:50 Token Gated Lens https://www.theblock.co/post/200859/lens-protocol-now-lets-creators-issue-token-gated-content 53:40 Rolling Stone PussyRiot https://twitter.com/RollingStone/status/1613264584646729755 54:48 Moonbirds Signs with UTA https://cointelegraph.com/news/bluechip-nft-project-moonbirds-signs-with-hollywood-talent-agents-uta 56:00 Vance Spencer Take https://twitter.com/pythianism/status/1432774112351375360 57:30 Game of Thrones NFT https://mobile.twitter.com/Niftys/status/1587848208780230657 59:15 Backing USDC https://twitter.com/jp_koning/status/1612087428369498112 1:01:30 BlockFi Cashout https://twitter.com/EpsilonTheory/status/1612520398892982282 1:03:30 Nexo Rekt https://www.bloomberg.com/news/articles/2023-01-12/nexo-office-raided-by-bulgarian-police-probing-alleged-crimes 1:11:45 SEC Investigating Saber https://twitter.com/CoinDesk/status/1613264554049282089 1:12:50 Lowest Funding in 2Y https://imgur.com/VWsMSR6

1:13:50 JOBS

1:14:20 QUESTIONS from the Nation Permissionless https://blockworks.co/event/permissionless-2023/speakers

1:24:00 TAKES 1:25:00 NFT Brands http://shorturl.at/aCGX8 1:27:00 Rally with Legs https://twitter.com/cburniske/status/1612349520234565634 1:28:00 Regretting 2022

1:32:30 What David’s Bullish On https://twitter.com/TrustlessState/status/1613546998984019973 1:33:30 What Ryan’s Bullish On

1:35:00 MEME of the Week https://twitter.com/0xGhost_/status/1613550278719987713

1:36:12 Moment of Zen https://twitter.com/vertical_dream/status/1612504107516047360

----- 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

PleasrDAO's NFT Auction House with Jamis Johnson Jan 12, 2023

From its humble beginnings, PleasrDAO is launching PleasrHouse, a unique take on NFT Auction Houses. Chief Pleasr Jamis Johnson joins to set the stage and walk us through this announcement.

------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Resources:

Jamis Johnson https://twitter.com/_jamiis

PleasrHouse https://pleasr.house/

----- 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

10 Predictions for 2023 with Ryan & David Jan 11, 2023

Tune in to hear Ryan and David share their 2023 crypto predictions on all major areas of crypto: Bitcoin, Ethereum, prices, Alt L1s, L2s, NFTs, regulation, and so much more.

Also, major-major-major Bankless alpha leak towards the end of the show that you will not want to miss. Trust, anon.

For the last time this year, Happy New Year.

------ Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Timestamps:

0:00 Intro 6:45 Bitcoin https://buybitcoinworldwide.com/halving/ https://nostr.com/ 16:20 Ethereum https://twitter.com/protolambda/status/1608870249704861696 https://twitter.com/protolambda/status/1608870266582749191 https://twitter.com/protolambda/status/1608870312090955777 https://twitter.com/protolambda/status/1608870317430308865 https://ultrasound.money/ 25:22 Prices https://www.kraken.com/prices/bitcoin?quote=usd&interval=1w https://www.kraken.com/prices/ethereum?quote=usd&interval=1w https://www.kraken.com/prices/ethereum?quote=btc&interval=1w 34:20 Alt L1s https://www.coingecko.com/en/categories/smart-contract-platform 40:10 L2s https://www.coingecko.com/en/coins/polygon https://www.coingecko.com/en/coins/optimism https://arbitrum.io/ https://www.coingecko.com/en/coins/starknet https://l2beat.com/scaling/activity https://twitter.com/ercwl/status/1609804900472619009 50:14 NFTs https://nftpricefloor.com/ 58:24 CeFi 1:04:55 SEC + CFTC Standoff https://imgur.com/3ixtonT https://www.cftc.gov/PressRoom/PressReleases/8590-22 https://www.coindesk.com/business/2022/12/13/us-judge-in-ooki-dao-trial-orders-cftc-to-serve-original-founders-with-lawsuit/ 1:10:50 Bankless https://www.youtube.com/channel/UCCRxYlYOmLE2l5wxs3ckJtg 1:16:05 What Ryan and David are Bullish on 1:22:26 Closing & Disclaimers

------ Resources:

Bankless 2023 Predictions https://newsletter.banklesshq.com/p/bankless-2023-predictions

----- 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

152 - Why Can't We Have Nice Things | Liv Boeree Jan 09, 2023

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/liv-boeree ------ Liv Boeree is a former professional poker player, master of game theory, systems thinker, and keen understander of the world of complex systems and the human experience.

She also is one of the few people out there in the world teaching about the lessons of Moloch— the study of human coordination—and is the reason why we wanted to have her on Bankless.

In the episode, Liv makes it clear how Moloch is more than an idea. Coordination and competition failures are happening in every aspect of our lives. Is crypto the solution?

------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered

0:00 Intro 8:24 Getting to Moloch 14:25 Meditations on Moloch 17:30 Defining Moloch 19:40 Unhealthy Competition or Coordination Failure 25:00 Nuclear Proliferation 26:30 Cancer 27:58 Moloch’s Ancient Analogy 31:18 Centralization 36:10 The Prisoner’s Dilemma 38:50 When Moloch is the Most Dangerous 43:50 How to Slay Moloch 52:10 Capitalism 59:44 Defining Moloch Cont. 1:02:20 Changing the Underlying Systems 1:08:20 Crypto & Coordination 1:15:15 Moloch’s All the Way Down 1:18:15 Moloch Isn’t One Thing 1:20:00 Better System Design 1:27:23 Crypto’s Moloch Problem 1:32:32 Moloch Takeaways 1:34:42 Liv’s Personal Moloch Connection 1:37:02 Closing & Disclaimers

------ Resources:

Liv on Twitter https://twitter.com/Liv_Boeree

The Evolution of Trust https://ncase.me/trust/

Meditations on Moloch https://slatestarcodex.com/2014/07/30/meditations-on-moloch/

The Goddess of Everything Else https://slatestarcodex.com/2015/08/17/the-goddess-of-everything-else-2/

Moloch - The Beauty Wars https://www.youtube.com/watch?v=fifVuhgvQQ8

Ethereum Slayer of Moloch https://newsletter.banklesshq.com/p/ethereum-slayer-of-moloch-

Previous Bankless Podcast: Slaying Moloch https://www.youtube.com/watch?v=903tHM4RA9k

----- 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: SBF Pleads Not Guilty | Winklevoss vs Barry Silbert | Predicting 2023 | ETH Staking | Inflation 2023 Jan 06, 2023

Bankless Weekly Rollup 1st Week of 2023

------ 📣 Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ 🚀 JOIN BANKLESS PREMIUM: https://newsletter.banklesshq.com/subscribe

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

——— 0:00 Intro

9:00 MARKETS 11:00 2022 in Review 15:00 Decline from All Time High https://www.reddit.com/r/wallstreetbets/comments/zyphch/the_2022_bear_market_in_context/ https://twitter.com/WatcherGuru/status/16089343695358812161 17:00 Inflation https://twitter.com/michaeljburry/status/1609767590494371840 18:40 Liquid Staking Derivatives https://imgur.com/NJtjom5P 21:40 ETH Staking 24:00 Arbitrum Size https://twitter.com/SizeChad/status/1608638568339243011

28:00 SBF Denies https://twitter.com/SBF_FTX/status/1608908562851598336 30:42 Pleading Not Guilty https://www.theblock.co/post/198982/bankman-fried-pleads-not-guilty-to-criminal-charges https://www.coindesk.com/consensus-magazine/2023/01/04/why-did-sam-bankman-fried-plead-not-guilty/

35:00 Winklevoss vs Barry Silbert https://twitter.com/cameron/status/1609913051427524608 37:55 SEC Investigation https://twitter.com/AP_Abacus/status/1610706188093607937

38:30 Celsius Customers https://twitter.com/kadhim/status/1610706613207285773 40:20 New York Suing Celsius https://twitter.com/NewYorkStateAG/status/1611023481285578752

44:00 Eric Wall’s Predictions https://twitter.com/ercwl/status/1609798030814748672 52:50 Bankless Predictions https://newsletter.banklesshq.com/publish/post/94677142

1:05:30 Forking Optimism https://twitter.com/stonecoldpat0/status/1610443274367426561 1:06:16 Zombie Punk Sold https://twitter.com/cryptopunksbot/status/1609004341112733697 1:07:20 Bullying NFTs https://twitter.com/pcgamer/status/1610229116283883521 1:10:45 BTC Dev Hack https://cointelegraph.com/news/bitcoin-core-developer-claims-to-have-lost-200-btc-in-hack 1:12:45 Cuba NFT Embargo https://cointelegraph.com/news/opensea-blocks-cuban-artists-from-the-platform-due-to-u-s-sanctions

1:13:05 Jobs https://pallet.xyz/list/bankless/jobs

1:14:00 Inner Circle Discord https://newsletter.banklesshq.com/?utm_source=banklessshowsyt

1:16:15 Questions from the Nation

1:23:00 TAKES 1:23:25 Money Lego https://twitter.com/taha_crypto1/status/1608548726930567168 1:24:00 Ossification https://twitter.com/domothy/status/1609584446545575937 1:26:45 Not Journalists https://twitter.com/RyanSAdams/status/1610809232621723655

1:29:36 What David’s Bullish On https://twitter.com/TrustlessState/status/1610475293537443840 https://twitter.com/TrustlessState/status/1610826559207706625 https://www.youtube.com/watch?v=tMeny9Jlp9Q

1:35:00 What Ryan’s Bullish On https://www.joinfire.xyz/ https://app.uniswap.org/

1:37:22 MEME of the Week https://twitter.com/stockmart_/status/1610416315608473600

----- 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

What's the Point of Securities Laws? with Mike Selig Jan 05, 2023

Yesterday, on the show we had lawyer Brian Frye, who gave us novel takes securities. You can find that episode here: https://youtu.be/jo1ZuhuCVZE

In today's episode, David continues down the securities rabbit hole with special guest Mike Selig. Mike is a crypto lawyer at Willkie Farr & Gallagher, former a regulator at the CFTC and a frequent contributor to Coindesk about the state of crypto regulation.

------ Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ BANKLESS SPONSOR TOOLS:

KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered:

0:00 Intro 5:35 Mike's Background 6:55 Why Securities 10:20 Investing Contract 13:00 Where's the Line? 20:11 Asset vs. Schemes 24:38 SEC Regulation 29:00 NFTs as Membership 36:48 2023 Regulation 42:51 SEC vs. CFTC 47:25 The Solution to Security Laws 50:40 Centralization 55:10 Current SEC Administration 1:01:30 Decentralization Theatre 1:04:50 Closing & Disclaimers

------ Recources:

Mike Selig https://mobile.twitter.com/mikeseligesq

----- 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

Are NFTs Securities? with Securities Lawyer Brian Frye Jan 04, 2023

David has been obsessed with this topic for the last couple weeks. It's time to get to the bottom of this: Are NFTs securities?

On the way down this rabbit hole, we found lawyer Brian Frye, who has some fascinating and novel takes on this very issue.

Brian is a law professor at the University of Kentucky, and recently wrote an article in Coindesk titled “NFTs Are Securities and It’s Great.”

------ Osmosis | Your Gateway into the Cosmos Ecosystem www.osmosis.zone/bankless

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

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KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi

------ Topics Covered:

0:00 Intro 7:30 Are All NFTs Securities? 14:00 Triggered by the Word 19:30 Trolling the SEC 29:20 A Really Good Tool 36:00 New Securities 44:55 Use a Different Term 53:30 Creative Assets 1:01:00 Copyright Law and Clout Sales 1:09:30 A Medium of Value Capture 1:14:00 Public Goods 1:19:00 Closing

------ Recources:

Brian Frye https://twitter.com/brianlfrye

After Copyright: Pwning NFTs in a Clout Economy https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3971240

Securities Spectrum: https://imgur.com/8jt6OZ1

NFTs are Securities and It's Great https://www.coindesk.com/consensus-magazine/2022/12/28/nfts-are-securities-and-its-great/

----- 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

151 - Why Are We Here? with Erik Voorhees Jan 02, 2023

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-erik-voorhees-why-are-we-here

------ Erik Voorhees is a crypto veteran of veterans. He’s one of the greatest advocates of open and permissionless systems that we have in this space.

In this episode we talk about his legendary debate with SBF—this is the first time we’ve caught up with him since. What are his reflections now? We also dive into how this bull/bear cycle is similar and different from previous ones, how do we preserve crypto’s core principles, and most importantly—why are we here? Why crypto? Why now? Why stay?

Erik doesn’t waste a word in this episode. Happy New Year everyone. Let’s keep building.

------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken

🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

------ Topics Covered

0:00 Intro 6:17 Where Did Crypto Go Wrong? 8:43 Crypto Labels 12:30 Responsibility 14:26 Accountability 18:19 FTX Collapse From Erik’s POV 24:05 SBF’s Headspace 28:45 Potential Alternative Realities 30:50 SBF’s D.C. Relationship 34:47 Was this Cycle Unique? 38:58 Lessons From Past Cycles 43:36 Learning Through the Pain? 48:33 Why is Individual Empowerment Correct? 50:20 Coordination & Order 54:26 Power 1:02:22 The U.S. Constitution 1:07:13 Code Enforcement 1:08:07 Why Are We Here? 1:09:49 Baked-In Crypto Principles 1:13:03 Perserving Core Crypto Values 1:16:48 Is Erik Radical? 1:21:44 Will Crypto Ever Go Mainstream? 1:25:53 Cycle Common Denominators 1:28:19 Bear Market Advice 1:29:31 Erik’s Bull Market Forcast 1:32:00 Action Items & Disclaimers

------ Resources:

SBF vs Erik Voorhees episode https://youtu.be/Ytaa_5liwMA

A Response to SBF and Principled Crypto Regulation https://www.moneyandstate.com/blog/response-to-sbf

Sophistry and the Savior https://www.moneyandstate.com/blog/sophistry-and-the-savior

24 - Exploring the Frontier | Erik Voorhees https://youtu.be/rLsOHOvUOpM

----- 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: Why Solana is Down Bad | Avi Arrested | MicroStrategy Purchases $41M Bitcoin | Gemini Sued Over Gemini Earn Dec 30, 2022

Last Week of 2022

------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ 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 1:55 Kraken

2:54 MARKETS 3:00 BTC Price 5:15 ETH Price 5:25 ETH/BTC 9:39 Yearly Candles https://imgur.com/uMwOO7F https://imgur.com/2Yzrr8M https://imgur.com/4k44ep3 14:16 Amazon and Tesla https://imgur.com/YXxXphI 17:12 COIN https://imgur.com/gdHapjc 19:50 SOL https://twitter.com/hentaiavenger66/status/1608034523190640640 https://twitter.com/hedgedhog7/status/1608125232350629888 22:10 HEX https://twitter.com/TrustlessState/status/1608488903992029186 22:25 RPL vs LDO https://twitter.com/BenGiove/status/1608216011517603840 24:15 Winner of the Year https://www.coingecko.com/en/coins/gmx 24:55 RAI Stability https://twitter.com/reflexerfinance/status/1584650507347406848

28:54 State of Solana https://imgur.com/vvTyhAe https://imgur.com/gwLFyj7 37:00 Solana TVL Down https://twitter.com/shegenerates/status/1608197123257901056 40:00 Vitalik https://twitter.com/VitalikButerin/status/1608591727316684804

40:40 State of Multicoin https://twitter.com/DrSoldmanGachs/status/1607877120239497219 https://twitter.com/KyleSamani/status/1457317165661622275

43:35 State of L2s https://newsletter.banklesshq.com/p/the-l2-year-in-review

49:04 NEWS 49:05 Taiko https://twitter.com/taikoxyz/status/1607789733194891266 50:20 Most Popular SOL NFT Project Moving to ETH https://twitter.com/degodsnft/status/1607156858019794944

51:11 Pudgy Penguins having a Good EoY

51:45 China Opens State-Approved NFT Marketplace https://www.coindesk.com/web3/2022/12/28/china-to-launch-first-national-digital-asset-marketplace/

53:22 MicroStrategy Purchases 2,500 Bitcoin ($41M) https://twitter.com/WatcherGuru/status/1608100195010494466 https://blockworks.co/news/microstrategy-bitcoin-wash-trading-tax-harvesting

54:45 Another Miner Bites the Dust https://www.coindesk.com/business/2022/12/27/argo-blockchain-suspends-us-share-trading-for-24-hours/

57:05 Gemini Sued Over Gemini Earn https://www.coindesk.com/business/2022/12/28/crypto-exchange-gemini-sued-by-investors-over-interest-earning-program/

57:45 Avi Arrested https://twitter.com/SummersThings/status/1607861933322952709 https://www.coindesk.com/policy/2022/12/27/mango-markets-exploiter-eisenberg-arrested-in-puerto-rico/ https://twitter.com/avi_eisen/status/1581326197241180160

1:03:50 Questions From The Nation

1:11:50 TAKES 1:11:59 When Will Bear End? https://twitter.com/DegenSpartan/status/1607215848519008263 1:13:45 Sasssal, Please Rate Each Tweet https://blockworks.co/news/crypto-twitter-most-liked-tweets

1:21:35 MEME of the Week https://twitter.com/Sule8921/status/1607856004535820288

1:25:30 Moment of Zen https://twitter.com/itsk1cks/status/1608139751063691264

----- 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

150 - Bull Case for Ethereum IV with Justin Drake, DCinvestor, & Anthony Sassano Dec 26, 2022

A lot has changed since our previous "Bull Case for Ethereum” episode. Our fourth installment comes at one of the most pivotal moments in crypto's history. The industry is still reeling from the collapse of FTX and macro uncertainty looms. But with the merge behind us and so much to look forward to on the Ethereum roadmap it's still hard not to be bullish. What's 2023 going to look like? Justin Drake, DC Investor, and Anthony Sassano give us their bull case for the new year and beyond.

------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ 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 7:09 Ethereum’s Original Promises 13:02 Promise Critiques 14:55 2022 Sentiment 27:41 ETH’s Risk to Reward Justification 35:58 ETH 2018 vs. Now vs. SOL 49:39 Bullish Ethereum Roadmap 55:05 EVM & zkEVM Concerns 1:00:07 MEV & Censorship 1:04:13 Post-Quantum 1:08:29 Zooming Out on the Roadmap 1:18:27 Market Opportunity 1:40:10 Timeline 1:44:30 What DCinvestor is Doing 1:48:28 Sassal’s Closing Thoughts 1:51:41 Closing & Disclaimers

------ Resources:

https://messari.io/crypto-theses-for-2023

DC Investor https://twitter.com/iamDCinvestor

Anthony Sassano https://twitter.com/sassal0x

Bull Case for Ethereum l - https://youtu.be/6v2VRvxbfnw ll - https://youtu.be/85M3yGvzCe4 lll - https://youtu.be/wVVfYuUsPu4

----- 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: SBF in the USA | Visa Ethereum Payments | Trump NFTs | Binance Buys Voyager Dec 23, 2022

December 23, 2022

------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ 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 2:13 Kraken

3:40 MARKETS 9:00 DeFi Growth https://dune.com/danning.sui/dex-users-across-chains 9:50 Scaling Vector https://twitter.com/l2beat/status/1605226968844320768 11:18 MakerDAO Revenue https://twitter.com/liamellul/status/1603820633850228736 13:10 Bear Market Behavior https://twitter.com/RyanSAdams/status/1605931718124478466 19:55 Coinbase Valuation https://twitter.com/Matt_Hougan/status/1605317841594490881

23:30 SBF in the USA https://twitter.com/jchervinsky/status/1605756013159686144 25:15 Bahaman Jail https://decrypt.co/117557/imprisoned-bankman-fried-may-relent-in-extradition-fight-reports 26:00 New York City https://nypost.com/2022/12/21/sam-bankman-fried-handed-over-to-us-authorities-heading-to-ny/ 26:30 Caroline & Gary https://www.coindesk.com/policy/2022/12/22/alameda-chief-caroline-ellison-ftxs-gary-wang-plead-guilty-to-fraud-charges/ 27:30 Finding Billions https://thedefiant.io/ftx-finds-1b 29:10 Clawbacks https://www.theguardian.com/business/2022/dec/20/ftx-seeks-to-claw-back-donations-to-politicians-and-charities

31:42 Brian Armstrong Proposal https://twitter.com/RyanSAdams/status/1605222605258194945

36:25 Visa Payments https://twitter.com/catgu_/status/1604896035616264205

41:30 NEWS Uniswap x Moonpay - https://twitter.com/Uniswap/status/1605251408155906048 42:30 Ren in Danger https://blockworks.co/news/alameda-backed-ren-warns-crypto-could-be-lost-as-platform-shuts-down 45:40 ETHGlobal https://ethglobal.medium.com/announcing-the-2023-ethglobal-season-3cc1960de7b4 46:30 Trump NFTs https://twitter.com/RyanSAdams/status/1604567784968667136 51:35 Reddit NFT Volume https://twitter.com/GiancarloChaux/status/1605034007644643328 52:15 Wash Trading https://twitter.com/hildobby_/status/1603763322012041217 54:10 Christies Down Bad https://www.theblock.co/post/196568/auction-house-christies-nft-sales-fell-96-in-2022 55:10 Bankless Collectibles https://collectibles.bankless.com/

56:24 Core Scientific Bankruptcy https://www.theblock.co/post/196884/bitcoin-miner-core-scientific-set-to-file-for-chapter-11-bankruptcy-protection-cnbc 58:35 Binance Buying Voyager https://www.cnbc.com/2022/12/19/binance-to-acquire-voyager-assets-weeks-after-ftx-deal-fell-through-bankruptcy.html 1:00:48 Banning Crypto https://thehill.com/homenews/sunday-talk-shows/3779731-senate-banking-chairman-says-maybe-to-cryptocurrency-ban/

1:02:25 Jobs https://pallet.xyz/list/bankless/jobs

1:05:00 TAKES Wells Fargo - https://twitter.com/GRDecter/status/1605220493564514305 Meme - https://twitter.com/Reflog_18/status/1605269193795960833 1:11:20 Binance Account https://twitter.com/RyanSAdams/status/1605207334191513601

1:14:00 What David’s Bullish On 1:16:30 What Ryan’s Bullish On

1:20:25 MEME of the Week https://pbs.twimg.com/media/FkjsYMMXkAI3Mfl?format=jpg&name=medium

----- 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

Crypto Thesis for 2023 | Ryan Selkis Dec 22, 2022

✨ THESIS FOR 2023:

—— Ryan Selkis is presenting his Crypto Theses for 2023 on today’s State of the Nation.

Every year, Ryan publishes a massive document that wraps up the year in the industry, and looks forward to what’s coming next.

After an insane 2022, what does 2023 hold in store? Ryan Selkis of Messari brings the answers.

------ 📣 Kraken | The Crypto Exchange for Everyone http://k.xyz/bankless-pod

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ 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 7:00 Pain 10:05 Crypto is Still Inevitable 16:00 Surviving Winter, Redux 20:10 Who to Watch 26:30 How People Fall 32:20 CeFi Contagion 40:30 Institutional Capital 47:00 SEC vs ETF 51:30 SBF and Crypto Policy 1:03:00 Bitcoin 1:07:40 Smart Contracts 1:11:45 ETH Killers 1:15:00 DeFi Trends 1:19:30 DAOs and NFTs 1:24:00 Back to Crypto 1:26:30 The Block and Crypto Media

------ Resources:

Crypto Theses for 2023 https://messari.io/crypto-theses-for-2023

Ryan Selkis https://twitter.com/twobitidiot

Messari https://messari.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://www.bankless.com/disclosures

149 - Ethereum in 2023 with Vitalik Buterin Dec 19, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-buterin-2023-debrief

------ Vitalik Buterin is your friendly neighborhood Ethereum developer, an alfalfa male who thinks we should rename Gas to Mana.

In today’s episode, Vitalik unpacks his recent essay, “What in the Ethereum application ecosystem excites me,” and his thoughts around why crypto villains are getting worse, what Ethereum’s most scalable use case is, why he plans to say ‘Ethereum’ rather than ‘crypto’ in 2023, how Ethereum solves the big bad identity problem, and why he thinks “simple DeFi good, complicated DeFi bad.”

Every episode with Vitalik is a must-listen and this one is no different.

------ 📣 Kraken | The Crypto Exchange for Everyone https://bankless.cc/kraken

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ 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 7:44 Vitalik’s 2022 Crypto Reflections 17:31 Was 2022 More Unusual? 25:58 Esperanto, Linux, & Crypto 34:57 Advice for the Crypto Space 38:31 Permissionless Commons Criticism 45:54 2022 Lessons Learned by Vitalik 52:22 Vitalik’s Recent Blog Post 1:00:00 Why Do We Need Crypto Money? 1:10:29 Where the Opportunity in Crypto is 1:13:52 Identity 1:24:29 DAOs & Governance Innovation 1:31:05 Hybrid Applications 1:36:30 Accelerating the Good Things 1:41:05 Vitalik’s Role in 2023 1:44:48 Action Items & Disclaimers

------ Resources:

Vitalik https://twitter.com/VitalikButerin

What in the Ethereum Application Ecosystem Excites Me - Vitalik https://vitalik.ca/general/2022/12/05/excited.html

Why I’m Less Than Infinitely Hostile to Cryptocurrency - Astral Codex Ten https://astralcodexten.substack.com/p/why-im-less-than-infinitely-hostile

Vitalik’s Other Bankless Appearances https://www.youtube.com/results?search_query=bankless+vitalik

----- 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

Bankless Weekly Rollup 2nd Week of December 2022

------ 📣 Kraken | The Crypto Exchange for Everyone www.bankless.cc/kraken

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ SUBSCRIBE TO PODCAST: https://availableon.com/bankless

------ 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

------

0:00 Intro

4:05 MARKETS 7:15 Inflation https://twitter.com/tier10k/status/1602657168368484353 9:14 Has Inflation Peaked? https://twitter.com/JustinWolfers/status/1602657570283573248 12:05 Stop Raising Rates https://twitter.com/SenWarren/status/1572659264560435201 14:00 Fed Keeps Hiking https://www.bloomberg.com/news/articles/2022-12-14/fed-downshifts-to-half-point-hike-sees-5-1-rate-next-year 17:14 Living at Home https://twitter.com/zerohedge/status/1601401345948483586 17:55 Zombie Firms https://twitter.com/eliant_capital/status/1601629575686983680 19:25 Crypto Price Action https://twitter.com/pythianism/status/1600895603512180737

25:00 SBF ARRESTED https://www.reddit.com/r/StockMarket/comments/zlftnb/breaking_footage_of_sbf_arrest_in_the_bahamas/ Release: https://pbs.twimg.com/media/Fj0LbkRXoAIIzQY?format=jpg&name=large 28:00 No Bail https://blockworks.co/news/no-bail-for-bankman-fried-leaves-bahamas-court-in-handcuffs Charges - https://twitter.com/TrustlessState/status/1602469313662812160 31:00 CFTC vs SBF https://twitter.com/tier10k/status/1602670346573938689 34:24 Tom Emmer Take https://twitter.com/bittybitbit86/status/1602715577067372544 36:40 Tom Emmer vs Gary Gentler https://twitter.com/bittybitbit86/status/1602719629172166656 38:50 Worst Take of the Year https://twitter.com/WatcherGuru/status/1603067377972920322 41:30 Hopefully Next https://twitter.com/sassal0x/status/1602458316252549120

42:15 The Block and SBF https://www.axios.com/2022/12/09/bankman-fried-funded-crypto-news-site-block

47:30 Binance Bank Run Justice Department - https://www.theblock.co/post/193988/justice-department-weighs-charging-binance Nic Carter - https://twitter.com/nic__carter/status/1600939364145541120 Auditor - https://mishtalk.com/economics/binances-alleged-crypto-audit-failed-not-even-its-auditor-would-vouch-for-it ATH Outflow - https://twitter.com/dylanleclair_/status/1602704506172706816 Bank Run - https://twitter.com/nic__carter/status/1603088552598048768

53:30 ETHEREUM NEWS MetaMask x PayPal - https://twitter.com/MetaMask/status/1603087496182743040 EIP 4844 - https://twitter.com/liamihorne/status/1601261769682743298 Optimism - https://twitter.com/MSilb7/status/1602854762550026241 Layer 2 - https://twitter.com/mhonkasalo/status/1602737363012157442 Phi - https://twitter.com/phi_xyz/status/1603330614429507584 MakerDAO - https://decrypt.co/117070/defis-central-bank-makerdao-relaunches-1-fixed-yield-dai-holders OFAC - https://twitter.com/sassal0x/status/1601021184367161345

1:02:40 Trump NFTs https://truthsocial.com/@realDonaldTrump/posts/109518512543023262 1:04:50 Celebrity Bored Ape Lawsuit https://www.hollywoodreporter.com/business/business-news/celebrity-promoters-sued-over-bored-ape-nft-endorsements-1235279115/ 1:10:28 Bankless Collectibles https://collectibles.bankless.com/

1:12:00 3AC Vaporized 1 Trillion https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html Burn it - https://twitter.com/TrustlessState/status/1603389490659147776 Copies - https://twitter.com/nic__carter/status/1602372083073392643

1:16:13 The Worst Bill Ever https://twitter.com/RyanSAdams/status/1603052999282147328 The Bill - https://www.warren.senate.gov/imo/media/doc/DAAML%20Act%20of%202022.pdf Chervinsky - https://twitter.com/jchervinsky/status/1603065495636398081

1:19:30 Raises BlockNative - https://www.coindesk.com/business/2022/12/15/web3-infrastructure-firm-blocknative-raises-15m-for-ethereum-block-building-market/ Aztec - https://medium.com/@aztecnetwork/dd5062ba949c

1:23:00 TAKES Proof of Reserves - https://twitter.com/RyanSAdams/status/1602430509379948544 DeFi Innovation - https://twitter.com/pythianism/status/1603080901503713281 UX - https://twitter.com/0xfoobar/status/1602890641926668291 New Dawn - https://twitter.com/TrustlessState/status/1603409968480264192

1:27:15 What David’s Bullish On 1:29:35 What Ryan’s Bullish On

1:31:50 MEME of the Week https://twitter.com/Cryptofung/status/1601341195778949120 https://twitter.com/CryptoUB/status/1603037274836434944

------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

2022's Biggest Crypto Moments Dec 14, 2022

Tap in for a special Bankless Episode -- the biggest moments in 2022 for Crypto. We're all ready for this year to be over, but not before we recap the best and the worst of what the industry had to offer.

It's a time for reflection. Let's absorb the lessons, so we can get off on the right foot in 2023.

------ OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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

LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- Topics Covered:

0:00 Intro 5:00 Top 5 Worst Moments Tornado Cash Ban https://home.treasury.gov/news/press-releases/jy0916 Terra Collapse https://www.coindesk.com/learn/the-fall-of-terra-a-timeline-of-the-meteoric-rise-and-crash-of-ust-and-luna/ 3AC Contagion https://twitter.com/zhusu/status/1536876343815983104?lang=en Ronin & Wormhole Hacks https://cointelegraph.com/news/wormhole-token-bridge-loses-321m-in-largest-hack-so-far-in-2022 FTX https://www.nytimes.com/2022/11/11/business/ftx-bankruptcy.html

21:00 Top 5 Best Moments Supporting Ukraine https://twitter.com/Ukraine/status/1497594592438497282 Layer 2 Transactions https://l2beat.com/scaling/activity Social Media NFTs https://www.coindesk.com/markets/2022/12/05/minting-of-reddit-avatar-tokens-climbed-to-record-high-over-weekend/ The Merge https://twitter.com/VitalikButerin/status/1570306185391378434

29:00 Top 5 Villains Richard Heart https://twitter.com/richardheartwin/status/1533892570996166662 Alex Mashinsky https://www.cnbc.com/2022/10/06/celsius-executives-withdrew-millions-before-freeze-on-customer-funds.html Su Zhu & Kyle Davies https://twitter.com/KyleLDavies/status/1522813352665403392 https://twitter.com/zhusu/status/1462216210116853762 Do Kwon https://twitter.com/stablekwon/status/1523733542492016640 SBF https://twitter.com/SBF_FTX/status/1591989554881658880

44:00 Top 5 Heroes Michael Saylor https://fortune.com/2022/07/02/microstrategys-bitcoin-holdings-take-a-record-3-4-billion-hit-the-company-says-its-playing-the-long-game/ Anthony Sassano https://www.youtube.com/@UCvCp6vKY5jDr87htKH6hgDA Cobie https://cobie.substack.com/ ZachXBT https://twitter.com/zachxbt?lang=en ETH Developers https://twitter.com/icebearhww/status/1431970802040127498 Parithosh Jayanthi https://twitter.com/parithosh_j Marius Van Der Wijden https://twitter.com/vdwijden Ben Edgington https://twitter.com/benjaminion_xyz Tim Beiko https://twitter.com/TimBeiko

54:10 Honorable Mentions Gary Gensler https://www.nytimes.com/2022/11/21/technology/gary-gensler-crypto-sec.html Budweiser https://twitter.com/budweiserusa/status/1507507766759411712 Pixelmon https://www.highsnobiety.com/p/pixelmon-nft-project-kevin-meme/ The Fed https://www.coindesk.com/consensus-magazine/2022/12/05/jerome-powell-most-influential-2022/ https://imgur.com/rcvd3Ex

1:00:50 The TOP Moment https://twitter.com/0x_Lucas/status/1526237799699169281

----- 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

148 - This is How Crypto Fixes the Internet | Antonio García Martínez Dec 12, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-antonio

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Topics Covered

0:00 Intro 6:00 Antonio Garcia Martinez 9:25 AdGrok 14:00 Paying for the Internet 19:50 How Advertising Works 29:10 Facebook Culture 36:30 The Attention Squeeze 41:00 The Double-Edged Sword 48:20 Free Speech 58:00 Digital Identity 1:03:00 Owning Web3 Data 1:07:45 Web3 Today 1:16:20 Growth in Crypto 1:21:15 Antonio in 2022 1:24:45 The Web3 Ad Model 1:27:15 Closing

------ Resources:

Antonio García Martínez https://twitter.com/antoniogm

Spindl https://twitter.com/spindl_xyz

The right to never be forgotten https://www.thepullrequest.com/p/the-right-to-never-be-forgotten

Why Spindle(e)? https://blog.spindl.xyz/p/why-spindle?utm_source=profile&utm_medium=reader2

----- 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: Coinbase vs Apple | Crypto Market Bottom Signals | Genesis Fallout | SBF Scandal | Reddit NFTs Dec 09, 2022

2nd Week of December 2022

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

5:43MARKET 5:50 BTC Price 6:10 ETH 6:25 ETH/BTC 7:45 Total Crypto Market Cap 8:10 Jim Cramer Urges Investors to Exit Crypto https://www.cnbc.com/2022/12/05/jim-cramer-urges-investors-to-exit-crypto-its-never-too-late-too-sell.html 10:30 8% of Americans Have Positive View of Crypto https://www.cnbc.com/amp/2022/12/07/just-8percent-of-americans-have-a-positive-view-of-cryptocurrencies-now-cnbc-survey-finds.html 11:51 Record Discount https://twitter.com/tier10k/status/1600866841366519808 13:15 COIN at Lows https://imgur.com/VTPMqV0 15:00 Token Bible 16:15 The Stablecoin Bull Thesis 19:30 Last 30 Days $3.4B Moved Off Exchanges https://twitter.com/WClementeIII/status/1600225887986647040 20:23 Price & Dev Activity Cosmos https://twitter.com/tokenterminal/status/1600812061663330305 ETH https://twitter.com/tokenterminal/status/1600889990439133184

25:00 Coinbase vs. Apple Coinbase Wallet vs. Apple—bad apple https://twitter.com/CoinbaseWallet/status/1598354819735031809

31:55 Genesis Owes $900M to Gemini Customers https://www.theblock.co/post/191928/genesis-owes-900-million-to-gemini-customers-financial-times 32:50 Genesis Resolution May Take Weeks https://www.theblock.co/post/192946/genesis-says-plan-to-resolve-lending-units-woes-could-take-weeks

33:30 SBF Cont. 33:35 Nic Carter https://twitter.com/nic__carter/status/1600213106965086210 33:11 SBF & Maxine Waters WTF https://twitter.com/RepMaxineWaters/status/1598693811252875264 39:05 Meme https://twitter.com/owocki/status/1599877959975772160 39:30 Forensic Investigators are on the Case https://www.coindesk.com/business/2022/12/08/ftx-bankruptcy-managers-hire-forensic-investigators-alixpartners-wsj/ 40:09 Taylor Swift Denies SBF https://www.ft.com/content/2b0601e2-d371-404d-8531- 227f11d4a83f https://twitter.com/RyanSAdams/status/1600616288757358598 43:10 Kevin O’Leary Got Paid $15M to Shill https://twitter.com/GRDecter/status/1600858962555179010 44:55 Investigation into the SEC as to how they missed FTX https://twitter.com/AlexanderGrieve/status/1600492078852603916

48:00 ETH 48:05 Shanghai HF discussion in March https://www.coindesk.com/tech/2022/12/08/ethereum-developers-target-march-2023-for-release-of-staked-ether/

50:35 Long Tail Contagion 50:40 Orthogonal Trading and Maple Finance https://www.coindesk.com/markets/2022/12/05/crypto-markets-today-ftx-fallout-hits-maple-finance-bitcoin-declines/ https://www.theblock.co/post/192097/maple-finance-default-orthogonal-trading 53:15 Nexus Mutual Hit with $3M Exposure https://decrypt.co/116510/nexus-mutual-hit-with-3m-in-ethereum-exposure-to-orthogonal-trading-default

55:10 Gitcoin and Unicef! https://go.gitcoin.co/blog/gitcoin-unicef-qf-collaboration-pilot 56:35 Aztec @ 50k ETH Shielded https://twitter.com/aztecnetwork/status/1599882747660509184

59:12 NFTs 59:15 Toys R Us Launching Digital Collectibles https://twitter.com/ToysRUs/status/1598364984127414273 1:00:00 Reddit Collectibles Minting Hit ATH https://www.theblock.co/post/191984/reddit-digital-collectible-minting-hits-all-time-high 1:00:50 Cockpunch Trailer & Launch https://podcasts.apple.com/us/podcast/c%C3%B8ckpunch/id1657210471 https://opensea.io/collection/cockpunch 1:02:30 Bankless Collectibles https://collectibles.bankless.com/ 1:03:55 Tax Loss Harverstooooor https://nftlossharvestooor.com/

1:06:35 Policy 1:06:40 a16z Taps Former CFTC Commissioner to Run Washington Efforts https://twitter.com/CoinDesk/status/1600082693127020544 1:07:20 Nexo to Depart U.S. https://www.coindesk.com/policy/2022/12/05/nexo-to-depart-us-after-regulator-discussions-hit-dead-end/

1:09:25 ChatGPT https://twitter.com/AltcoinPsycho/status/1598742302050357248 https://twitter.com/GRDecter/status/1599804597090279424 https://pbs.twimg.com/media/FjY033HXwAAbj3E

1:16:25 Releases 1:16:27 New Ledger Just Dropped https://shop.ledger.com/pages/ledger-stax 1:18:20 PleasrDAO Auction House https://pleasr.house/

1:19:25 JOBS https://pallet.xyz/list/bankless/jobs

1:22:11 Questions from the Nation https://twitter.com/yogofubi/status/1600561157794062336 https://twitter.com/nextalphaa/status/1600583036176896029

1:29:30 TAKES 1:29:35 Enabling Halal Alt-L1s https://twitter.com/JimmyRagosa/status/1599712746374713344 1:33:44 Alfalfa Leak -Vitalik https://twitter.com/vitalikbuterin/status/1599780254616547331

1:34:40 What Are We Bullish On?

1:40:55 MEME of the Week https://twitter.com/WrongNebula/status/1598832120675213312

1:42:34 Closing & Disclosures

Alpha Leak | The Bull Case for Modular Blockchains Dec 08, 2022

In this episode, David is joined by Co-Founder of Fuel Labs and Celestia, John Adler. Fuel is the fastest modular execution layer and Celestia is the first modular blockchain network.

John and David explore how modular blockchains are shaping the future of the space, what Fuel is, why it’s different than other L2s on Ethereum, why John believes Fuel is the leading L2, and so much more.

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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 3:56 John’s Background 5:30 Creating Optimistic Rollups 6:56 Fuel’s Design Choice 9:50 Defining a Rollup & Modular Execution Layers 18:00 More Modular L2s 18:53 Fuel Flexibility 20:36 Data Compression 21:24 Fuel VM 26:55 The Fastest 35:27 Reducing Waste & Speed 38:42 Fuel Origin & Roadmap 48:59 Fuel’s Growing Ecosystem 52:36 Where Are L2s Going? 1:00:50 Call to Action For Listeners ------ Resources:

John Adler https://twitter.com/jadler0

Fuel Labs https://twitter.com/fuellabs_

Celestia Labs https://twitter.com/CelestiaOrg

----- 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

Phantom Wallet on Ethereum! Dec 08, 2022

The Phantom Wallet is coming to Ethereum! Adding diversity and a smooth user experience to the DeFi wallet landscape, CEO Brandon Millman and CTO Francesco Agosti join us to discuss the migration to Ethereum, expansion into Polygon, the team's design philosophy, and the future of Phantom.

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------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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

------ Resources:

Phantom https://twitter.com/phantom/status/1597597365774749697

Brandon Millman https://twitter.com/bchillman

Francesco Agosti https://twitter.com/fragosti

----- 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

Is This the Endgame? with Itay Vinik Dec 07, 2022

Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors.

Is this the endgame? This is the central theme of today's episode. Further, we dive into Itay's outlook on 2023 and beyond. This episode is also very chart heavy. What are the charts telling us?

------ OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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

----- Timestamps:

0:00 Intro 7:55 How Itay Got Here 8:50 Itay's Crypto Experience 10:20 Inputs on Terra/LUNA 12:42 Itay's Sentiment 14:00 History of the Macro Environment 17:42 Global Central Bank Policy Rate 22:30 U.S. Fed Balance Sheet 26:00 Everything That Broke 30:21 Nasdaq-100 Index & Fed Balance Sheet 33:00 Pandemic Support Programs 34:00 U.S. Personal Savings Rate 35:00 U.S. M2 36:40 Where Are We Now? 39:55 Inflation 42:25 Retail Sales & Non-Farm Payrolls 44:40 Housing 47:30 2023 54:37 The Last Dance? 1:04:00 Possible Outcomes 1:13:30 Demographics 1:18:00 Bull Market Mid-2023 1:19:00 The Dollar 1:22:40 Itay's Advice & Closing 1:25:40 Disclaimers

------ Resources:

Itay Vinik https://www.linkedin.com/in/itayvinik/

Equi https://www.equi.com/

Devil Take the Hindmost: A History of Financial Speculation https://www.goodreads.com/en/book/show/91360.Devil_Take_the_Hindmost

----- 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

147 - Why Mainstream Media Sucks & How to Fix It with Saagar Enjeti Dec 05, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-saagar-enjeti

------

Saagar Enjeti is the Co-Host of an American populist, anti-establishment political news and opinion series called, Breaking Points with Krystal Ball as his co-host. Launched in June 2021, Breaking Points has 850k Subscribers, with some videos getting millions of views—making Breaking Points a leading source of political news.

In today’s episode, Saagar shares the origin story of Breaking Points and his hot takes on social media, Elon, Twitter, de-platforming, 2024 political predictions, civil war, inflation, FTX, and how crypto can repair itself.

------ 📣 Opolis | Get 1000 $WORK and 1000 $BANK https://bankless.cc/opolis

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

------ Timestamps:

0:00 Intro 6:19 Advice Talking to Politicians 15:29 Breaking Points Origin 23:45 Authenticity 27:42 Dealing With Trolls 33:04 Prevent Being Captured 37:00 Meta Breaking Points 40:38 Saagar’s Take on Social Media 47:28 Elon & Twitter 53:22 Deplatforming 58:06 Canada Protests 1:03:15 Lessons From Breaking Points 1:09:27 Old vs. New Media 1:12:15 2024 Political Predictions 1:15:23 Probability of a Civil War 1:16:43 Inflation 1:19:42 FTX 1:23:11 Breaking Points Community 1:23:50 How Crypto Can Repair 1:25:55 Closing

------ Resources:

Saagar Enjeti https://twitter.com/esaagar

Breaking Points https://www.youtube.com/c/breakingpoints

The Realignment https://podcasts.apple.com/us/podcast/the-realignment/id1474687988

Read Snowball https://www.amazon.com/Snowball-Warren-Buffett-Business-Life/dp/0553384619

----- 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: SBF Live Interviews | BlockFi Bankruptcy | Crypto Bottom Signals | MetaMask Privacy Policy | Earnifi Dec 02, 2022

1st Week of December 2022

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------ 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

5:00 MARKETS

7:15 Bottom Signals BTC Miners - https://twitter.com/JMellerud/status/1597982600026812417 BTC Selling - https://twitter.com/WClementeIII/status/1597335293669281794 10:04 DCG is Fine https://twitter.com/twobitidiot/status/1598020947558424577 11:30 Everything Has Broken https://twitter.com/PhilJBonello/status/1598030847197999104

14:50 Layer 2 Fundamentals Gas - https://twitter.com/mhonkasalo/status/1595184793687392258 Arbitrum - https://twitter.com/alpha_pls/status/1596555331022327808 Hop - https://twitter.com/HopProtocol/status/1598135808841904129 GMX - https://twitter.com/Delphi_Digital/status/1597638205469523969

17:40 Multicoin https://twitter.com/TrustlessState/status/1589661220168425473

25:00 SBF Interviews Puff Piece - https://twitter.com/iamDCinvestor/status/1598101062623584257 Dealbook - https://twitter.com/The_Real_Fly/status/1598094222829457409 Sorry - https://twitter.com/greg_price11/status/1598076288371417090 Lawyers - https://twitter.com/AutismCapital/status/1598081996659445761

38:00 Good Morning America - https://twitter.com/ColdBloodShill/status/1598304365239943168 44:55 Reactions Bill Ackman - https://twitter.com/BillAckman/status/1598086237969338368 Novo - https://twitter.com/SquawkCNBC/status/1598306172792078337 Nic Carter - https://twitter.com/nic__carter/status/1598325930476331008 Balaji - https://twitter.com/balajis/status/1598269526189088771 Bloomberg - https://twitter.com/business/status/1597994892894117888

48:52 BlockFi Chapter 11 https://www.businesswire.com/news/home/20221128005451/en/ Explainer - https://twitter.com/ayko2718/status/1597432454070956032

55:10 MetaMask Privacy Policy https://thedefiant.io/consensys-metamask-privacy-policy Lubin Statement - https://twitter.com/ethereumjoseph/status/1596198718339948552 57:30 This is the Meta https://twitter.com/danfinlay/status/1596205416089718790

1:01:10 Bankless Acquires Earnifi https://newsletter.banklesshq.com/publish/post/84722084

1:07:00 Ethereum Infrastructure Casa - https://twitter.com/CasaHODL/status/1597954403994021888 Phantom Wallet - https://twitter.com/phantom/status/1597597365774749697 Trader Joe - https://twitter.com/traderjoe_xyz/status/1598331093559681025

1:09:25 Ethereum Censorship https://twitter.com/hasufl/status/1598197501064249344 1:11:00 Aave Pausing Markets https://app.aave.com/governance/proposal/?proposalId=121 1:12:00 Bankless Collectibles https://market.bankless.com/ 1:13:15 Cockpunch https://twitter.com/cockpunch/status/1597691791842893824 1:13:45 OpenSea Royalties https://www.theblock.co/post/190900/opensea-nft-creators-earned-1-billion-royalties 1:14:40 Telegram Wallets https://twitter.com/ton_blockchain/status/1585675010970107905 1:16:18 Fidelity Trading Accounts https://www.kitco.com/news/2022-11-29/Fidelity-Crypto-is-a-go-4-5-trillion-firm-launches-retail-crypto-trading.html 1:17:24 Proof of Reserves https://twitter.com/binance/status/1596115656059109377 1:18:28 Binance Recovery Fund https://decrypt.co/115485/binance-eyes-1-billion-raise-crypto-recovery-fund-could-buy-ftx-assets 1:19:10 Kraken Layoffs https://twitter.com/BradyDale/status/1597990850096926720 1:19:38 Uniswap NFT Aggregator https://twitter.com/Uniswap/status/1597953698449494022 1:20:40 Stripe Onramp https://twitter.com/stripe/status/1598361957836279809 1:21:13 Ledger Debit Card https://blockworks.co/news/ledger-rolls-out-crypto-life-debit-card-across-uk-and-europe

1:21:48 Jobs https://pallet.xyz/list/bankless/jobs

1:24:00 Questions from the Nation https://twitter.com/TIME3dash/status/1598350634058600455 1:26:05 Spotify Wrapped https://twitter.com/banklesshq/status/1598066954878980096 1:27:20 The Bankless GOAT https://twitter.com/thefakeshippy/status/1598064038243880961 1:28:40 Bear Market Opportunities https://twitter.com/Zeneca_33/status/1596218000205844481 1:29:42 Governance Rights https://twitter.com/VitalikButerin/status/1597570120456769536 1:32:00 Ashes to Ashes https://twitter.com/pythianism/status/1598059988290654208

1:32:50 What David’s Bullish On 1:35:00 What Ryan’s Bullish On

1:37:40 MEME of the Week https://twitter.com/amasad/status/1595879076136333312

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Senator Pat Toomey's Concerns about the SEC & Crypto Dec 01, 2022

We brought on our first United States senator, Sen. Toomey. He's a senator from Pennsylvania, a ranking member of the Senate Banking, Housing, and Urban Affairs committees. He's also crypto-friendly.

Hear how Capitol Hill is digesting the FTX collapse, what America's crypto competition looks like currently, and what it might look like if we still have no regulatory clarity. And finally, what you can do to impact our government's view on crypto. ------ Infura | Join the New Decentralized Infrastructure Network www.bankless.cc/infura

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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 The Big Picture 3:40 America's Competitors 6:10 The FTX Collapse 8:50 Crypto Sentiment in Congress 13:00 We Want Reasonable Regulation 16:53 Lack of Clarity 22:15 Fallout from Contagion 24:25 Hope for Solutions 27:48 Preventing Sloppy Legislation 31:06 Cautious Optimism

----- Resources:

Sen. Pat Toomey https://twitter.com/SenToomey

----- 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

Why Isn't Sam Bankman-Fried in Jail? Nov 30, 2022

It's day 20 and SBF still isn't in jail. What gives? Ryan and David give their thoughts on why that may be and how this all might play out.

Also, stay tuned toward the end of the show for a special guest appearance from our boots-on-the-ground Bahamas correspondent to give their take from the belly of the beast.

------ Infura | Join the New Decentralized Infrastructure Network www.bankless.cc/infura

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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:

----- 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

146 - Tim Ferriss on NFTs and 'Cockpunch' Nov 28, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-tim-ferriss

------

Tim Ferriss is a 5-time NYT best-selling author, an award-winning podcaster with over 900 million downloads, and a prolific angel investor. After nearly a year of work, he has finally begun to start talking about his secretive NFT drop.

What’s it about? Why’s he spending this next chapter of his life on NFTs? What alpha did he decide to drop on Bankless?

Also, Tim—like some of us, unfortunately—had money in FTX. We ask him about that and his advice for dealing with these tumultuous times.

------ 📣 Infura | Join the New Decentralized Infrastructure Network www.bankless.cc/infura

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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 7:20 Tim a Crypto Guy? 18:00 Tim’s Crypto Trepidations 26:32 What’s in Tim’s Control? 30:20 NFTs & Creative Expression 36:13 Evaluating NFTs 42:30 Tim’s Team 47:10 Tim’s NFT Origins 51:40 Why Tim’s Excited & World Building 1:03:13 Cockpunch 1:22:03 Cockpunch Utility 1:24:40 Supporting Science 1:30:26 Cockpunch Mint Details 1:41:43 Strategizing Cockpunch Community 1:49:46 Storytelling via a New Medium 1:53:00 Next Steps 1:54:10 Tim’s Advice on FTX Closing & Disclaimers

------ Resources:

Trickster makes this world https://www.goodreads.com/en/book/show/56450.Trickster_Makes_This_World

Tim Ferriss https://twitter.com/tferriss

Cockpunch www.cockpunch.com

Saisei Foundation https://saiseifoundation.org/

Fear Setting https://tim.blog/2017/05/15/fear-setting/

The TAO of Seneca https://tim.blog/2017/07/06/tao-of-seneca/

----- 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: Genesis, Grayscale, DCG Failure? | FTX Contagion Continues | Mango Solana Exploit Nov 25, 2022

Thanksgiving 2022

------ 📣 Infura | Join the New Decentralized Infrastructure Network www.bankless.cc/infura

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------ 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

------ 0:00 Intro

4:45 MARKETS 8:30 Down From ATH https://messari.io/screener 12:55 Calling the Bottom Cobie - https://twitter.com/cobie/status/1594635144207699969 14:10 Going Bankless https://www.coingecko.com/research/publications/exchange-withdrawal-ftx-collapse 15:10 Uniswap Polygon ATH https://twitter.com/sandeepnailwal/status/1594147481709080576 16:15 Profitable Ethereum https://twitter.com/tokenterminal/status/1594818145402978304 20:20 Black Friday https://newsletter.banklesshq.com/p/0d234f3f-792b-4d65-ab51-2841b16bbb14

25:00 Will Genesis Fail? Barry’s Tweet - https://twitter.com/BarrySilbert/status/1408191462324441092 7 Million - https://twitter.com/GenesisTrading/status/1590391027214725120 FTX Exposure - https://twitter.com/GenesisTrading/status/1590836594382032896 Genesis Loan - https://twitter.com/AP_ArchPublic/status/1594386225200234496 Timeline - https://twitter.com/CryptoCred/status/1594818326282534912 Emergency - https://twitter.com/fintechfrank/status/1594820487582023680 Letter - https://twitter.com/tier10k/status/1595140018871631873 Summary - https://twitter.com/TradFiWhale/status/1595235835431075842

34:25 Genesis Summary https://twitter.com/TradFiWhale/status/1595235835431075842 41:05 Gemini Earn Update https://decrypt.co/115270/gemini-still-working-genesis-digital-currency-group-unlock-user-withdrawals 42:05 SEC Role https://twitter.com/mikebelshe/status/1594368875482607617 45:45 Grayscale Revenue https://twitter.com/fintechfrank/status/1595205526127771648

49:20 FTX Update SBF Letter - https://twitter.com/lizrhoffman/status/1595183732989779970 Contagion - https://research-assets.cbinsights.com/2022/11/17113850/FTX-Infographic-1117_2022-1.png

54:00 FTX Hacker On The Move - https://www.coindesk.com/tech/2022/11/20/ftx-exploiter-converts-millions-in-ether-to-alameda-linked-ren-bitcoin-tokens/ RenBTC - https://twitter.com/lawmaster/status/1594730133591662598 58:40 SEC Scrutiny https://www.theblock.co/post/189351/sec-facing-rising-scrutiny-after-ftxs-epic-implosion

1:00:00 Mango Attack Statement - https://twitter.com/avi_eisen/status/1581326197241180160 Returned - https://twitter.com/mangomarkets/status/1581351549644591104 Aave - https://twitter.com/AaveAave/status/1595168980993556480 Curve Stable - https://twitter.com/0xAlunara/status/1595056270683377664 Gauntlet - https://twitter.com/gauntletnetwork/status/1595174743891709953

1:21:20 Jobs https://pallet.xyz/list/bankless/jobs

1:24:00 Talking to Family https://newsletter.banklesshq.com/p/fcaac3a4-5905-47ab-a580-1af82f1255af

TAKES 1:31:45 Genesis Chapter 11 https://twitter.com/RyanSAdams/status/1594820199806631936 1:33:10 8 Year Winter https://twitter.com/CryptoHayes/status/1594996079015116806 1:33:50 Bull Ponzi https://twitter.com/TrustlessState/status/1595170691917041664

1:35:50 What David’s Thankful For 1:37:45 What Ryan’s Thankful For

1:41:50 MEME of the Week https://twitter.com/TheFutureisDAO1/status/1594680888767422465

---- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Genesis & DCG Meltdown? | Was 2021 Just a Gigantic PONZI? Nov 23, 2022

Is Genesis the next domino to fall in the 2022 Contagion? As one of the biggest lending desks in the industry, what does it mean for Genesis to be in danger?

In this episode, we dive into David's conspiracy theories about unravelling ponzi schemes and the death of the bull market. Has David figured it all out?

------ Infura | Join the New Decentralized Infrastructure Network www.bankless.cc/infura

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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

-----

0:00 Intro 4:30 Barry Silbert in 2021 7:00 The Pyramid 11:30 Who Made the Money? 16:15 The Yield Game 23:00 The Players 27:00 Arbitrage 35:45 Deploying 41:00 The Macro Picture 45:00 Terra Luna Crater 48:30 The Blow-off Top 54:00 The GBTC ETF 58:00 3AC Liquidated 1:02:00 Saviors FTX and Genesis 1:05:30 FTX Threatened 1:09:50 Greyscale vs SEC 1:13:00 SBF Crumbles 1:20:00 SEC's Role 1:25:20 The Genesis Domino 1:32:00 Is this it? 1:36:00 2021 Was a Scam 1:40:00 Hitting the Reset Button 1:44:00 Comparing Bear Markets 1:47:00 Looking Forward

----- Resources:

Barry Silbert Tweet https://twitter.com/BarrySilbert/status/1408191462324441092

Bull Market Pyramid https://docs.google.com/drawings/d/1BoRcwjJx3yp1UG9G2eFMNEzKDG4ufThLI1_JR1wk2y4/edit?usp=sharing

Who Made the Money? https://twitter.com/TrustlessState/status/1590483734650056706 https://twitter.com/bmcmillan888/status/1590516943211368449

GBTC https://www.sec.gov/Archives/edgar/data/1588489/000110465921000026/tm2039668d1_sc13ga.htm https://miro.medium.com/max/4800/1*Axga-kkSolJ1eG0VfdRE_A.webp

Investing into AVAX https://www.theblock.co/post/117895/polychain-three-arrows-capital-lead-230-million-avalanche

Solunavax https://twitter.com/zhusu/status/1471807725742931969

Inflation https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html

----- 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

145 - Is the Fed Corrupt? with Christopher Leonard Nov 21, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-leonard

------ How is money created? Why? Whose job is it? We often discuss the Federal Reserve, and in this episode, we’re doing a deep dive into what the Fed is—its origins, its purpose, and ultimately, its concerning behavior.

What do we do about this institution? Something has to change, but what is the path forward?

Joining us to answer these questions is Christopher Leonard, investigative journalist and author of The Lords of Easy Money.

------ 📣 Infura | Join the New Decentralized Infrastructure Network www.bankless.cc/infura

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------ 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 5:30 Should We Be Worried? 8:35 This is Insane 15:30 Origins of the Fed 23:50 A Young Fed 30:40 From Gold to Fiat 35:50 A Tool of the State 43:25 Incentives and Structure 47:25 Against Ben Bernanke 55:20 Institutional Pressure 59:30 Jay Powell 1:05:20 Banking Pressure 1:12:30 Political Actors 1:16:30 The Terminal Point 1:20:40 What Comes Next? 1:24:00 What to do about the Fed 1:29:15 The Legacy of the Fed

------ Resources:

Christopher Leonard https://twitter.com/CLeonardNews?s=20&t=2hDVEsJqii7nFVkuwxDPvQ

The Lords of Easy Money http://www.christopherleonard.biz/

----- 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

Alpha Leak | The Bull Case for zkBTC Nov 18, 2022

In this episode, David is joined by John Light of Sovryn and Eric Wall, who moonlights David on the Bitcoin technical details throughout the interview.

The three go over the bull case for ZK-Rollups on Bitcoin. It’s undoubtedly the frontier.

------ 📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program www.bankless.cc/infura

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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 5:10 John’s Background 8:24 How zkBTC Works? 11:00 Eric’s Interest 15:43 A Better Lightning Network? 21:33 Rollups on ETH vs. Lightning Network 25:50 Rollup Potential 29:24 Optimism 32:15 Expressivity 43:53 Limitless Bitcoin Applications 46:29 Layer 3 Protocols 50:25 What Needs to Happen 52:05 Forks & Flippening Effects 58:00 Proof Systems & Recursive Covenants 1:09:40 Next Steps 1:12:00 Research 1:14:12 Eric’s Thoughts on Bitcoin 1:16:50 Closing & Disclaimers

------ Resources:

John Light https://twitter.com/lightcoin

https://twitter.com/HsakaTrades/status/1585041254814916610

Validity Rollups on Bitcoin https://bitcoinrollups.org/

----- 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

3rd Week of November, 2022

------ 📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program www.bankless.cc/infura

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt

------ 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

3:30 MARKETS 5:30 Bitcoin Miners https://twitter.com/caprioleio/status/1591024605640019968 7:30 Burniske Calls Bottom https://newsletter.banklesshq.com/p/5-reasons-this-could-be-the-crypto 13:30 CeFi Ded https://twitter.com/haydenzadams/status/1592188164218707969

16:00 SBF https://twitter.com/SBF_FTX/status/1593014949487730688 23:20 Vox Interview https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy 27:45 Summary Thread https://twitter.com/GRDecter/status/1593272102047580161 31:05 Alameda Mentality https://twitter.com/PetrifyTCG/status/1591802968940199936 32:40 Company Slack https://twitter.com/AutismCapital/status/1592563378408796165

34:40 New FTX CEO https://twitter.com/kadhim/status/1593222595390107649 36:30 It’s Bad https://twitter.com/Dogetoshi/status/1593233836867194880

CONTAGION 38:20 Genesis https://twitter.com/genesistrading/status/1590836594382032896 39:00 Fallout https://twitter.com/DylanLeClair_/status/1592960066293927937 42:20 BlockFi https://twitter.com/BlockFi/status/1590875997351866368 43:30 FTX Bailout https://twitter.com/autismcapital/status/1591569275642589184 44:20 Other Fallout Galois - https://twitter.com/autismcapital/status/1591302842639593473 Multicoin - https://twitter.com/TheBlock__/status/1592169646568144897 Circle Yield - https://blockworks.co/news/gemini-circle-genesis-exposure/ 45:45 Lazy DD https://twitter.com/fintechfrank/status/1591656860276457472

LEGAL 47:10 Committee Hearing https://twitter.com/WatcherGuru/status/1592901815481249792 47:50 Lawsuit https://www.reuters.com/legal/ftx-founder-bankman-fried-sued-us-court-over-yield-bearing-crypto-accounts-2022-11-16/

REACTIONS 48:44 Proof of Reserves https://decrypt.co/114482/binance-be-guinea-pig-vitalik-buterins-proof-reserves-protocol-cz

50:30 Mainstream Reporting SBF Donator - https://twitter.com/ryaneshea/status/1592403915718656000 Blaming CZ - https://twitter.com/ColdBloodShill/status/1591850165446791168 COVID - https://twitter.com/Crypto_McKenna/status/1593190965917126657

55:30 Twitter Coverage https://twitter.com/brian_armstrong/status/1592689928038912000 Hsaka - https://twitter.com/HsakaTrades/status/1592947452478656512

57:50 3AC Redemption Arc Kyle - https://twitter.com/KyleLDavies/status/1591704172600397824 Su - https://twitter.com/zhusu/status/1590189369834758144 Bali - https://twitter.com/SquawkCNBC/status/1592880370344919042

1:02:00 StarkNet Token https://medium.com/starkware/starknet-token-is-deployed-on-ethereum-f27f0000b00c 1:03:15 USDC Apple Pay https://thedefiant.io/usdc-apple-pay 1:03:38 Solana Deprioritized https://www.theblock.co/post/187970/binance-halts-solana-usdc-usdt-deposits

1:04:25 NFTs Yuga Beeple - https://www.theblock.co/post/187970/binance-halts-solana-usdc-usdt-deposits Nike - https://www.coindesk.com/web3/2022/11/14/nike-sprints-into-web3-with-new-swoosh-platform/ Sony - https://www.ign.com/articles/sony-patent-for-nft-and-blockchain-technology-uncovered 1:05:55 Bankless Podcast Collectibles https://collectibles.bankless.com/

1:09:30 Cosmos ATOM 2.0 https://blockworks.co/news/no-with-veto-cosmos-community-rejects-atom-2-0-white-paper 1:10:06 CBDC Trial https://thedefiant.io/as-skeptics-dance-on-cryptos-grave-the-fed-and-big-banks-launch-digital-ledger-project

1:10:30 Releases DeFiLlama - https://defillama.com/aggregator

Permissionless - https://newsletter.banklesshq.com/p/discount-to-permissionless-2022

1:13:00 Matter Labs https://thedefiant.io/layer-2s-defy-market-angst-as-matter-labs-raises-200m 1:13:37 CZ Investing https://twitter.com/cz_binance/status/1592894516457279488

1:14:00 Jobs https://pallet.xyz/list/bankless/jobs

TAKES 1:16:00 The Only Path https://twitter.com/jchervinsky/status/1591236973347627010 1:17:30 Stay Vigilant https://twitter.com/ErikVoorhees/status/1591151576680652800 1:18:50 Free Wizards https://twitter.com/cburniske/status/1591183041837559808

1:20:05 What David’s Bullish On https://imgur.com/v8C9UnF 1:25:00 What Ryan’s Bullish On

1:26:50 MEME of the Week https://twitter.com/sassal0x/status/1590865451420389376

Moment of Zen https://twitter.com/songadaymann/status/1592963492713492481

——— Not financial advice. Do your own research. https://www.bankless.com/disclosures

How We Rebuild with Jesse Powell of Kraken Exchange Nov 17, 2022

In order to rebuild we must first learn or relearn (for some of us) the painful lessons of crypto’s past. It’s going to take more than beating the, “not your keys, not your crypto” drum.

Jesse Powell, Co-Founder of Kraken Exchange joins us to demonstrate how we can come together as a community to rebuild the open and inspiring crypto industry of our dreams.

------ 📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program www.bankless.cc/infura

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------ 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 4:38 Jesse’s Crypto Background 7:34 Relearning Painful Lessons 11:48 How Did We Get Here? 20:09 Things We Have Control Over 31:21 Striking the Right Balance 36:35 Proof of Reserves 43:55 Rebuilding 48:39 Zooming Out 50:35 Closing & Disclaimers

------ Resources:

Jesse Powell https://twitter.com/jespow

Proof of Reserves https://www.kraken.com/proof-of-reserves

----- 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

How the FTX Meltdown Happened—explained by Castle Island's Matt Walsh Nov 16, 2022

Where were the adults? How did SBF manage to get away with so much (thus far)? We brought on Castle Island's Matt Walsh to explain.

We're pissed. How are you feeling?

Matt gives us a breath of fresh air as he outlines the timeline of the rest of the contagion, how long the healing process will take, what happens next, and how we rebuild this industry we've all come to know and love.

------ Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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

LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Timestamps:

0:00 Intro 4:52 We're Pissed 9:52 Alameda Leveraged Data 13:34 Why Did We Accept This? 15:19 Regulators & Regulation? 21:55 Where Did the Money Come From? 24:42 The Human Destruction 26:35 Who Can You Trust? 30:51 What Will Regulators Do? 35:35 Will the Contagion Continue? 38:42 BlockFi 40:44 What Caused This? 45:10 Ego 47:50 What Should We Do Going Forward? 56:26 Who & Where Are the Adults? 58:33 How Long to Heal? 1:02:05 Is the Worst Behind Us? 1:03:55 Closing & Disclaimers

------ Resources:

Matt Walsh https://twitter.com/MattWalshInBos

----- 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

Where do we go from here? Nov 15, 2022

This is the craziest moment we’ve experienced in crypto. So many things to unpack. But the biggest question remains… where do we go from here?

------ Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt ️ 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

LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------

Topics Covered: 0:00 Intro 6:30 One Week Later 13:00 Changing Perspective 17:25 Shaking Faith 21:20 Losing Funds 22:25 Sponsorships 27:30 Cronies 30:15 Regulators 34:30 The Content Treadmill 37:30 Richard Heart 39:45 Community Vibes 44:30 Staying Optimistic 50:25 Reflections

----- Resources: Sam’s Weird Twitter Behavior https://twitter.com/SBF_FTX/status/1592275869825134593

Sam’s Penthouse https://www.99.co/singapore/insider/cryptocurrency-ftx-ceo-sam-bankman-fried-sbf-bahamas-penthouse-sale-usd40m/

FTX Corporate Structure https://twitter.com/Leishman/status/1591800851236282368 ----- 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

144 - Web3 Is Going Great!! with Molly White Nov 14, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-molly-white

After many episodes, we finally brought on a crypto skeptic, Molly White! We brought Molly on to take us out of our crypto bubble, to challenge our assumptions, and to steelman the anti-crypto argument.

Molly White is an engineer, public goods contributor, and an extremely articulate crypto critic. She also runs the web3 skeptic website: https://web3isgoinggreat.com/

In today’s episode, Molly gives us her central claim on why web3 isn’t actually going so great, why she thinks tokens make everything worse, and why—despite acknowledging some of the good—Molly believes crypto is a net negative to the world…and probably will be in the near future.

P.S. Keep in mind, this episode was recorded on October 7, 2022 — way before any of the FTX meltdown occurred this past week.

------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- Topics Covered

0:00 Intro 7:35 How Great is Web3 Really Going? 8:10 Headline Selection & Website Goals 12:50 Molly is Anti-Crypto 13:36 Crypto’s Promises 15:36 Are We Early? 17:35 Crypto’s Successes 20:23 Crypto’s Biggest Failures 21:50 Banks 26:22 Education Problem 28:10 The Future of Crypto 33:34 What’s Wrong with the Internet? 35:27 The Money Side of Crypto 37:38 Web2 to Web3 42:23 Starry-Eyed Optimism 54:04 Public Goods 1:02:00 Hyperfinancialization 1:05:55 Show Me Fix It 1:08:34 Environmental Impact 1:13:31 Crypto Idealists 1:16:52 Surveillance & Changing Business Models 1:20:40 Wikipedia 1:25:17 Decentralization 1:26:23 Advice For Crypto People 1:27:44 Closing, Resources, & Disclaimers

------ Resources:

Molly White https://twitter.com/molly0xFFF

web3 is going just great https://twitter.com/web3isgreat

----- 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: The SBF & FTX Aftermath | ETH Goes Ultra Sound | NEW Ethereum Roadmap | OpenSea Royalties Nov 11, 2022

2nd Week of November

------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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⚖️ 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

------

Timestamps: 0:00 Intro 4:29 BTC Price 5:50 ETH Price 6:10 ETH/BTC 6:33 Total Crypto Market Cap

7:43 ECONOMY 7:50 Inflation drops to 7.7% from 8.2% in September https://twitter.com/WatcherGuru/status/1590698393260609536 8:15 CPI Chart https://www.nytimes.com/live/2022/11/10/business/inflation-cpi-report 10:08 U.S. Election 12:10 Layoff SZN

14:20 UltraSoundMoney - 5000 ETH Burnt https://ultrasound.money/

1:04:36 ETH 1:04:40 New Ethereum Roadmap https://twitter.com/VitalikButerin/status/1588669782471368704

1:06:30 NFTs 1:06:35 OpenSea Royalties https://www.theblock.co/post/183518/opensea-creates-tool-to-help-nft-collections-enforce-royalties-on-chain 1:07:50 Peaster take https://metaversal.banklesshq.com/p/the-future-of-nft-royalties 1:08:05 SuperRare RarePass https://twitter.com/SuperRare/status/1588173906241736704 https://twitter.com/BanklessHQ/status/1589641261685915650

1:08:50 Regulation 1:11:45 SEC subpoena HEX influencers https://cointelegraph.com/news/sec-issues-subpoena-to-influencers-promoting-hex-pulsechain-and-pulsex 1:13:18 While all this was happening…LBRY ruling takes https://twitter.com/lbrycom/status/1589645453091827712 https://twitter.com/lex_node/status/1589655558029643777 https://twitter.com/lbrycom/status/1589718365924634624

1:15:45 Misc Polkadot’s Native Token DOT https://twitter.com/Web3foundation/status/1588593793519210497 1:18:00 UK Bank Santander NGMI https://decrypt.co/113702/uk-bank-santander-will-block-payments-to-crypto-exchanges

1:18:19 Releases Zerion to take on MetaMask https://www.theblock.co/post/183304/zerion-prepares-to-take-on-metamask-with-in-browser-wallet

1:19:05 Raises WalletConnect - $12.5M https://twitter.com/WalletConnect/status/1588154492465418240

1:19:20 JOBS https://pallet.xyz/list/bankless/jobs Be like Tim https://twitter.com/timgarth/status/1588269857920925705

1:24:34 TAKES Future of Crypto https://twitter.com/HHorsley/status/1590463556902096897 Worst events in crypto history https://twitter.com/thedefiedge/status/1590131252056756226 No one wants to hear it https://twitter.com/TrustlessState/status/1590760792877862913 Thanks Gary https://twitter.com/TrustlessState/status/1590721196957761537

1:36:44 MEME of the Week https://twitter.com/BanklessHQ/status/1590447780132450306

1:37:20 Moment of Zen https://twitter.com/netcapgirl/status/1590431481385857024

Bankless x UpOnly Therapy Stream Nov 10, 2022

After one of the worst weeks in crypto history, Ryan and David join forces with Ledger and Cobie from Up Only to bring the industry some much needed catharsis.

The four chop it up about how big of a deal this really is, how we’re going to move forward as an industry, and general advice to get through this.

Hang in there, anon. We’re in this together.

------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

----- 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

The Collapse of FTX | 24 hours later Nov 10, 2022

The craziest 48 hours in crypto history? From the apparent takeover of FTX by Binance to no more takeover to SBF now being probed by U.S. regulators.

As the dust settles, we cover everything that’s unfolded in the last 24 hours and how it’ll reshape crypto moving forward.

If you missed yesterday’s stream where we go over the timeline of how all this happened and got industry leaders Brian Armstrong, Erik Voorhees, & Ryan Selkis to share their thoughts—you can find it here: https://youtu.be/LDtZyMcaaNY

------ Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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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

------ Timestamps:

----- 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

Part 2: Brian Armstrong, Erik Voorhees, & Ryan Selkis on Binance’s Acquisition of FTX Nov 09, 2022

In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis to discuss what transpired today, how it’ll impact our industry, and what it means moving forward.

In case you missed it, we’ve already released Part 1 where Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.

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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

----- Timestamps:

0:00 Intro 4:04 Ryan Selkis 11:45 Takes & Prices https://twitter.com/brian_armstrong/status/1590088673726717952 https://www.coingecko.com/ https://ultrasound.money/ 20:32 Erik Voorhees 42:00 Brian Armstrong 1:00:25 New CZ https://twitter.com/cz_binance/status/1590103159506341888 1:02:45 Ultra Sound Money https://ultrasound.money/ 1:04:45 Closing & Disclaimers

-----

Resources:

SBF Announcement https://twitter.com/SBF_FTX/status/1590012124864348160

CZ Announcement https://twitter.com/cz_binance/status/1590013613586411520

----- 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

Part 1: Binance Buying FTX | CZ vs SBF Nov 09, 2022

On Part 1 of this two-part series, Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.

In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis.

Part 2 is out now! Check your feed.

------ Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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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

----- Timestamps:

----- 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

POV Crypto Reunites with Christian Keroles | Layer Zero Nov 08, 2022

David brings on his old co-host, Christian Keroles of POV Crypto. Long-time Bankless listeners know of POV Crypto, but if you’re unaware, it’s the podcast that David started with Christian before Bankless!

Christian is currently the General Manager of BTC Inc (Bitcoin Magazine & The Bitcoin Conference).

On this episode, David and Christian go back to their POV Crypto roots and debate many different sub-topics of the overall Ethereum vs. Bitcoin debate.

------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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💠 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 5:03 Who is Christian Keroles? 5:58 POV Crypto Pod 9:52 The BTC vs. ETH Community 11:07 Metrics of the Winner 14:20 Ideological Backgrounds 18:00 The 2020-2021 Bull Market 20:44 Cantillon Effect 22:55 ETH to $0 24:40 Ethereum Won the 2020-2021 Bull Market? 30:34 Is Bitcoin the Underdog? 32:00 Tornado Cash 33:47 Ethereum is Inside the Bitcoin Ecosystem 36:46 How Bitcoin is Changing the World? 39:15 Bitcoin & Energy 46:19 Distribution & Decentralization 48:44 Energy System Integration 54:47 Does Bitcoin Work If It Isn’t #1 55:39 HyperBitcoinization 56:25 Paradigm Shifts 1:02:20 Recreating the Financial System 1:04:57 Core Philosophical Differences 1:07:17 Disrupting Incumbents 1:08:26 Acceleration

------ Resources:

POV Crypto Pod https://twitter.com/povcryptopod

Christian Keroles https://twitter.com/ck_SNARKs

----- 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

143 - UNIChain is Inevitable with Dan Elitzer Nov 07, 2022

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-unichain-is-inevitable

Dan Elitzer is the co-founder of Nascent, a VC firm working on the frontier of crypto Previously, he was previously leading IDEO CoLab Ventures, and has been on the frontier of crypto innovations for as long as we can remember.

Dan helps us unpack The AppChain Thesis, a possible outcome where every big DeFi app is going to have its own chain. How will this reshape crypto? Where do we find opportunities? Does this thesis even make sense?

Further, Dan, Ryan, and David cover the case for why Uniswap is going to have its own chain, why Dan thinks there’s an inevitable economic incentive for large DeFi apps to start their own chains, the main objections to The AppChain Thesis, and so much more.

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💠 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 6:45 Dan's Predictive Track Record 9:52 Roll-Apps 14:00 The App Chain Prediction 17:46 UNIChain 23:30 MEV 29:22 Summarizing the Costs 33:50 Who Gets the Money? 36:07 Are the Taxes Worth the Services? 43:48 Why DeFi Apps Haven't Launched App Chains Yet 48:40 Uniswap Nation State 55:33 Uniswap's App Chain Model Sovereignty 1:00:04 Uniswap's Control & Ethereum's Alignment 1:03:38 Uniswap's Composability 1:08:56 What Does This Mean For L1s 1:16:50 Investing in the Apps? 1:20:57 Aggregation Theory 1:23:22 Censorship 1:27:21 Final Takes 1:29:37 Closing & Disclaimers

------ Resources:

Dan Elitzer https://twitter.com/delitzer

The inevitably of Unichain https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4

Aggregation Theory - Stratechery https://stratechery.com/aggregation-theory/

----- 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: Elon Twitter Takeover | Instagram NFTs | Art Gobblers & Goo | JP Morgan Crypto | Bitcoin's Birthday Nov 04, 2022

1st Week of November, 2022

------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

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💠 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

3:45 MARKETS 5:25 Fed https://www.cnn.com/business/live-news/stocks-market-fed-rate-hike/index.html 8:20 Political Will https://twitter.com/PauloMacro/status/1587899658038562821 11:30 US Savings https://fred.stlouisfed.org/graph/?g=VtLo 13:37 Layer 2 Transactions https://twitter.com/l2beat/status/1585981268348768257 16:55 Arbitrum Flippens Solana https://twitter.com/theempirepod/status/1587151305742594048

34:55 Instagram NFTs https://twitter.com/Meta/status/1587929277864910849 37:55 Polygon https://twitter.com/sandeepnailwal/status/1587949120031006721 40:20 Arweave https://www.coingecko.com/en/coins/arweave

41:25 Art Gobblers https://www.coindesk.com/web3/2022/10/31/rick-and-morty-co-creators-nft-collection-sees-14m-in-trade-volume-hours-after-mint/ 42:55 Gobblers Analysis https://dune.com/pandajackson42/art-gobblershttps://dune.com/pandajackson42/art-gobblers 44:00 How it Works https://twitter.com/_Dave__White_/status/1569715399356485634

49:30 NEWS 50:50 zkSync Baby Alpha https://twitter.com/zksync/thread/1586053698672656384 52:40 Google Cloud Node https://decrypt.co/112954/google-launches-cloud-node-engine-for-ethereum-developers 54:05 RIP Nikolai https://cointelegraph.com/news/makerdao-co-founder-nikolai-mushegian-dies-at-29-in-puerto-rico 55:50 JPMorgan Using Crypto https://twitter.com/TyLobban/status/1587679344792829954

NFTs 1:01:20 Gamestop x Immutable https://twitter.com/0xferg/status/1587174624701255682 1:02:00 NFT Tweet Tiles https://twitter.com/TwitterDev/status/1585707921433923585 1:03:15 RTFKT Phygital Luggage https://thedefiant.io/rtfkt-vuitton-nfts 1:04:55 Budweiser FIFA NFTs https://nft.budweiser.com/ 1:06:25 OPJ in Puerto Rico

1:07:35 Bitcoin 14 Year Anniversary https://twitter.com/snowden/status/1587107723472211972 1:08:45 Thanks Gary https://twitter.com/GaryGensler/status/1587171919664746503 1:09:43 Miners Blowing Up https://twitter.com/cobie/status/1587087075752480768

1:10:45 Nifty Apes https://www.niftyapes.money/ 1:11:22 Zora Nouns Builder https://metaversal.banklesshq.com/p/zora-launches-nouns-builder

1:12:45 Jobs https://pallet.xyz/list/bankless/jobs

1:14:30 TAKES 1:15:30 Talk of the Town https://twitter.com/RonwHammond/status/1587443194945470465 1:20:40 Vitalik on Regulation https://twitter.com/vitalikbuterin/status/1586557896351186944 1:24:18 Verified Accounts https://twitter.com/TrustlessState/status/1587553632660201472

1:24:45 What David’s Bullish On 1:27:30 What Ryan’s Bullish On https://www.sound.xyz/user/0x3c2027f90b087ec509e533762a917e76e09b1d0c?tab=collection

1:32:35 MEME of the Week https://twitter.com/lopp/status/1583795567343243264

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Bitboy | Two Different Worlds Nov 03, 2022

Bitboy -- aka Ben Armstrong -- is the notorious crypto influencer with one of the largest audiences in the space. After some jabs back and forth on twitter, we're bringing him on Bankless to clear the air.

What's up with Ryan's glasses? Is Bitboy changing his approach?

------ Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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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 6:00 Bitboy's Glasses 8:00 The Rant 14:50 RSA's Perspective 19:30 Bitboy's Bill 24:20 Ethical Platforms 28:05 Beef with SBF 34:24 Changing in Crypto 41:00 Two Different Worlds 44:55 Shortcuts 50:45 Disclosures 52:20 Heavy is the Head 59:41 Man of the People 1:03:03 Best Practices 1:05:50 Closing Thoughts

----- 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

Did Macro Kill Crypto? with MacroAlf Nov 01, 2022

Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.

On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.

------ 📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs https://bankless.cc/earnifi

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💠 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 What to Know About Macro 11:03 Tiers of Money 13:07 Deflationary Timeline 15:20 The Housing Market 17:33 The Inflation Remedy 19:54 Indicators 23:10 Global Credit Impulse Cycle 30:25 Can We Have a Soft Landing? 34:50 How Bad Will This Hurt? 39:29 Volatility in the Bond Market 52:18 Switching to Crypto Assets? 55:57 DXY 1:02:09 Bond/Crypto Market Cycles 1:05:30 What Will Make the Fed Pivot? 1:09:36 The Long-Term 1:15:45 Probability & Adapting 1:19:08 Generating Productivity 1:22:27 The Internet’s Unlock 1:23:40 Why Macro is Important 1:25:40 Action Items & Disclaimers

------ Resources:

MacroAlf https://twitter.com/MacroAlf

The Macro Compass https://themacrocompass.substack.com/

Is It 2021 Again? https://themacrocompass.substack.com/p/back-to-2001#details

----- 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

SBF vs. Erik Voorhees: How Do We Regulate Crypto? Oct 31, 2022

A debate between two crypto titans on how to regulate crypto. Whether to regulate crypto? Where do we draw the line?

Study and remember this one anon.

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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 7:36 Should Crypto Be Regulated? 23:50 Transparency 25:55 Showing Up & BitLicense 36:50 Erik's Issues with Sam's Post 52:12 The DeFi Regulation Debate 1:24:27 Why Regulation Now? 1:40:10 DCCPA 1:53:04 Stealmanning Eachother's Points 2:01:55 Closing Arguments 2:06:17 Closing & Disclaimers

------ Resources:

SBF https://twitter.com/SBF_FTX

Erik Voorhees https://twitter.com/ErikVoorhees

SBF Proposal https://twitter.com/SBF_FTX/status/1582835426116575235

Erik Voorhees's Rebuttal https://www.moneyandstate.com/blog/response-to-sbf

----- 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: NEW Apple NFT Policy | ETH is Ultra Sound Money | Lord of the Rings NFTs | Elon Twitter | FTX Stable Oct 28, 2022

4th Week of October, 2022

------

📣 Push | Try the Communication Protocol of Web3

https://bankless.cc/Push

------

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🦁 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

1:50 Costume Reveal!

4:22Push

https://bankless.cc/Push

6:15 MARKETS

7:50 Short Liquidations

10:20 Aptos

https://www.coingecko.com/en/coins/aptos

11:25 Doge

https://www.coingecko.com/en/coins/dogecoin

12:15 ETH

https://www.coingecko.com/en/coins/ethereum

12:55 Meta Down

https://twitter.com/RampCapitalLLC/status/1585627143740047360

Worth less than Home Depot

14:45 Have We Bottomed?

https://www.zerohedge.com/markets/druckenmiller-decade-no-returns

17:20 Run for Your Life

https://twitter.com/pythianism/status/1584664284294176768

19:15 BUSD Supply is on a Tear

https://twitter.com/fintechfrank/status/1583914189315510272

20:00 a16z Fund Down

https://www.wsj.com/articles/andreessen-horowitz-went-all-in-on-crypto-at-the-worst-possible-time-11666769270

24:20 Almost Ultra Sound

https://ultrasound.money/

26:10 Security Spend Over Last 40 Days

https://twitter.com/trustlessstate/status/1584934954256908294

28:00 Wartime Economies

https://twitter.com/trustlessstate/status/1585079956241256448

30:54 Apple War on NFTs

https://www.coindesk.com/business/2022/10/24/apple-refuses-to-exempt-nfts-from-app-stores-30-fee

33:30 Insane New Rules

https://twitter.com/Kantrowitz/status/1584670644419133441

https://twitter.com/TimSweeneyEpic/status/1584664679590539265

35:15 PayPal being shady again

https://twitter.com/BanklessHQ/status/1585423779949604864

39:00 NEWS

40:00 Bankless Devcon 6 Videos

https://twitter.com/TrustlessState/status/1584907028908089344

42:00 MakerDAO

https://twitter.com/coingecko/status/1584593323552960513

https://www.coindesk.com/markets/2022/10/24/makerdao-members-support-founders-endgame-plan-to-break-up-into-metadaos-21b-of-transfers/

https://twitter.com/SebVentures/status/1584875892555268096

https://twitter.com/hasufl/status/1584879485748678656

44:30 EF L2 Grants are open

https://esp.ethereum.foundation/layer-2-grants

45:30 Reddit NFTs!

https://twitter.com/_khanhamzah/status/1584650888731557888

https://twitter.com/MihailoBjelic/status/1584536046477651969

47:05 Dune Analytics

https://metaversal.banklesshq.com/p/the-reddit-nft-surge

47:40 Lord of the Rings

https://twitter.com/WarnerBrosNFT/status/1583095703173156864

https://www.theblock.co/post/178690/warner-bros-to-release-10999-lord-of-the-rings-nfts-as-part-of-web3-movie-push

51:55 Will Wright: Sims Creator Pioneer Making Blockchain Game

https://www.axios.com/2022/10/20/will-wright-voxverse-gala-gallium-blockchain

53:45 Bitcoin Salvador

https://cointelegraph.com/news/77-1-of-salvadorans-surveyed-think-the-gov-t-should-stop-spending-public-money-on-bitcoin

54:55 FTX Stablecoin

https://www.theblock.co/post/180344/ftx-could-launch-its-own-stablecoin-via-a-partnership-says-bankman-fried

56:20 Twitter Crypto Wallet?

https://twitter.com/wongmjane/status/1584616567530483712

57:20 Regulators Leaving

https://blockworks.co/cryptos-revolving-door-hires-are-raising-eyebrows-among-us-lawmakers/

https://twitter.com/RyanSAdams/status/1585357855049191424

1:00:00 Kyle Roche

https://www.theblock.co/post/178768/roche-freedman-rebrands-and-parts-ways-with-kyle-roche-after-scandal

RELEASES

1:01:00 Sound Market

https://twitter.com/soundxyz_/status/1584560442235531266

1:01:25 Socketscan

https://twitter.com/socketdottech/status/1583140972523028481

1:03:00 JOBS

https://twitter.com/KristinaKlaudy1/status/1585303486606233600

1:07:40 Questions from the Nation

https://twitter.com/TadziuMusic/status/1585307882873966607

https://twitter.com/Brlggs/status/1585382307888005120

1:14:00 TAKES

1:15:05 TradFi Dangers

https://twitter.com/jchervinsky/status/1582755519571165185

1:16:12 Who Pays for Bitcoin Security?

https://twitter.com/TrustlessState/status/1585253069868392448

1:23:03 Internet is Changing

https://twitter.com/GiancarloChaux/status/1585305734916362242

1:24:00 What David’s Bullish On

1:26:00 What Ryan’s Bullish On

https://beacons.ai/banklessbr

https://www.coindesk.com/layer2/2022/10/25/turkey-cryptocurrency-explained/

1:31:00 MEME of the Week

https://tweethunter.io/generate-tweets

https://imgur.com/JdgEjTv

https://imgur.com/a/CtnbOxQ

Closing & Disclosures

Moment of Zen

https://twitter.com/songadaymann/status/1583512268012412928

———

Not financial or tax advice. Do your own research.

https://www.bankless.com/disclosures

Scaling Sorare's NFT Platform with CEO & Co-Founder, Nicolas Julia Oct 26, 2022

Nicolas Julia is the Co-Founder and CEO at Sorare, building the next generation of Sports games… where fans can play with skin in the game.

On this episode, Nicolas shares Sorare's exciting new launch, how Sorare grew to reach millions of users, what's next for Sorare, and so much more.

------ 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 7:51 2018 to Sorare Today 15:41 Sore's Obvious Success 20:15 Combining Communities 24:41 Speculation & Profit 26:46 Sorare UX 31:51 Licensing Rights 39:57 What's Next for Sorare? 43:16 Sports Fan TAM 49:14 Can Sorare Handle the Scale? 50:44 Advice for Other Builders 53:44 Other NFT Projects 57:05 Closing & Disclosures

------ Resources:

Nicolas Julia https://twitter.com/ni2las

Sorare https://sorare.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://www.bankless.com/disclosures

Devcon #1 - Vitalik Buterin | A New Era for Ethereum Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Vitalik Buterin—of course—joins us in the first in a series of interviews we held on location in Bogota, covering the context and magnitude of Devcon, Vitalik’s conference lifestyle, and a new era for Ethereum in a post-merge world.

------ 📣 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 3:25 What is Devcon? 7:18 Past Devcons 13:17 A New Chapter for Ethereum 16:45 Parallel Development 19:50 Arbitrum x Prysm 24:40 The zkEVM 27:04 Vitalik’s Conference Lifestyle

------ Resources:

Vitalik Buterin https://twitter.com/VitalikButerin

----- 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

Devcon #2 - Justin Drake | The Next Steps for ETH Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

We’re speaking with Justin Drake about his talk at Devcon—the only conversation about ETH the asset.

What are the next steps for Ether? The value of the asset correlates directly to the health of the network, and maybe it’s time to start talking about ETH more as a community.

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

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------ 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

------ Timestamps:

0:00 Intro 3:00 Justin Drake en Español 6:30 The ETH Roadmap 9:30 Ultrasound Money 12:40 Deflationary Monetary Policy 17:55 Changing the Narrative 19:00 zkEVM 22:30 Justin in Colombia

------ Resources:

Justin Drake https://twitter.com/drakefjustin

----- 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

Devcon #3 - Dankrad | EIP-4844 Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Dankrad Feist is leading the charge of Danksharding, expressed through proto-danksharding in EIP-4844.

The Layer 2 Wars are heating up, and Dankrad’s here to talk about it.

------ 📣 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

❎ 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

------ Timestamps:

0:00 Intro 2:30 Dankrad 4:00 Vibes & Morale 5:30 Post-Merge Ethereum 7:30 Danksharding 10:16 New Opportunities 11:55 Unlocking Use Cases 13:45 The Layer 2 Wars

------ Resources:

Dankrad https://twitter.com/dankrad

----- 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

Devcon #4 - Péter Szilágyi | Building Geth Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Péter Szilágyi is a Core Developer for Ethereum, building the Geth client. One of the most important people in the Ethereum ecosystem, Peter has been tirelessly building critical infrastructure for the last 8 years.

------ 📣 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

❎ 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

------ Timestamps:

0:00 Intro 3:00 Building Geth 5:25 Emerging Worlds 7:42 Forking Geth 9:15 The App Layer 13:30 A Helpful Community 17:09 Ethereum’s Weaknesses 21:00 The Purpose of Ethereum

------ Resources:

Peter https://twitter.com/peter_szilagyi

----- 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

Devcon #5 - Aya Miyaguchi | The Heart of Ethereum Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Aya Miyaguchi is the executive director of the Ethereum Foundation. She is one of the leaders of Devcon, powering the cultural experience of this monumental conference.

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

------ Timestamps:

0:00 Intro 2:30 Aya at Devcon 4:40 Selecting Cities 6:30 Culture 8:16 Post-Merge Ethereum 10:08 Lifestyle & Expectations 13:30 Looking Forward

------ Resources:

Aya https://twitter.com/AyaMiyagotchi

----- 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

Devcon #6 - The Layer 2 Wars with Bartek Kiepuszewski Oct 25, 2022

Bartek is the founder of Layer 2 Beat, finding himself in the middle of what we’re calling the Layer 2 Wars. Previously at MakerDAO, Bartek is pioneering the one-stop platform for the Layer 2 landscape.

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

------ Timestamps:

0:00 Intro 2:30 Bartek in Colombia 4:00 Fixing Layer 2 7:25 Building and Forking 9:45 zkEVM 13:30 EVM Equivalence 14:30 Optimism Bedrock

------ Resources:

Bartek Kiepuszewski https://twitter.com/bkiepuszewski

----- 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

Devcon #7 - Supermodular with Kevin Owoki Oct 25, 2022

Kevin Owocki has moved on from Gitcoin and recently founded Supermodular, the venture studio built on top of Gitcoin to help promote digital public goods in the crypto ecosystem.

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 🎙️ 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

------ Timestamps:

0:00 Intro 3:00 Kevin and Schelling Point 7:15 All Time Cultural High 10:30 Supermodular 14:15 Legacy

------ Resources:

Kevin Owoki https://twitter.com/owocki

----- 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

Devcon #8 - EigenLayer with Sreeram Kannan Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

We’re speaking with Sreeram Kannan about EigenLayer, a platform to leverage Ethereum security through the innovative method of restaking.

------ 📣 Push | Try the Communication Protocol of Web3 https://bankless.cc/Push

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------ BANKLESS SPONSOR TOOLS:

👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Resources:

Sreeram on Twitter: https://twitter.com/sreeramkannan

EigenLayer: https://www.eigenlayer.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://www.bankless.com/disclosures

Devcon #9 - Push Protocol with Harsh Rajat Oct 25, 2022

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

We’re speaking with Harsh Rajat about Push Protocol, the web3 communication network that enables cross-chain notifications and messaging for dapps, wallets, and services.

------ 📣 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:

👾 SEQUENCE | ALL-IN-ONE PLATFORM https://bankless.cc/Sequence

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🔐 LEDGER | NANO HARDWARE WALLETS https://bankless.cc/Ledger

⚡️FUEL | THE MODULAR EXECUTION LAYER https://bankless.cc/Fuelpod

------ Resources:

Harsh: https://twitter.com/harshrajat

Push Protocol: https://twitter.com/pushprotocol

----- 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

141 - Who Stole the Wealth? with Ben Hunt Oct 24, 2022

✨ 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.

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⚖️ 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

3rd Week of October, 2022

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⚖️ 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

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

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️ 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

----- 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

140 - The Future is Fiat | Noah Smith (Noahpinion) Oct 17, 2022

✨ 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.

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⚖️ 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

----- 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: Huge Binance Exploit | David Sues the Treasury | Devcon Bogota | PayPal Censoring Oct 14, 2022

2nd Week of October, 2022

------

📣 Galxe | Explore Crypto’s #1 Credential Network

https://bankless.cc/Galxe

------

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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

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

----- 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

Building Power Structures with Parker Jay-Pachirat | Layer Zero Oct 11, 2022

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

----- 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

139 - The Cosmos Thesis with Sunny Aggarwal & Zaki Manian Oct 10, 2022

✨ 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

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⚖️ 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

----- 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 Euler Oct 08, 2022

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

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⚖️ 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

----- 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: Kim Kardashian vs Gary Gensler | Credit Suisse Crisis | Celsius Foul Play | ENS NFTs Oct 07, 2022

First Week of October, 2022

------

📣 Galxe | Explore Crypto’s #1 Credential Network

https://bankless.cc/Galxe

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

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❎ ACROSS | BRIDGE TO LAYER 2

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🦁 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://twitter.com/finity_mike/status/1577843386924531713

1:10:00 Questions from the Nation

1:11:00 Emerging Categories

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.

What Happens Next in Crypto? with Fiskantes & Matti Oct 06, 2022

Fiskantes and Matti of Zee Prime Capital join us to share a glimpse of their collective crystal ball into the future of crypto. How does our industry go from bear to bull market again and what does the future of the space look like? Fiskantes and Matti have the answers.

------ 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

------ Timestamps:

0:00 Intro 7:30 Are We Lost Right Now? 10:36 What Era Does This Feel Like? 17:25 Product Market Fit 23:25 Narrativeless For Now 28:02 Macro 38:00 Are Tokens Dead? 46:50 Bitcoin 54:31 Bear to Bull Market Theories 59:17 Actual DeFi 2.0 1:02:49 Web3 E-Commerce 1:07:48 Tokenizing IP 1:11:16 Web3 Social 1:16:00 Best Advice 1:22:12 Closing & Disclaimers

------ Resources:

Fiskantes https://twitter.com/Fiskantes

Matti https://twitter.com/mattigags

Matti's Article https://wrongalot.substack.com/p/the-next-big-crypto-narrative

----- 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.

The Current State of the NFT Market with Garyvee Oct 05, 2022

Garyvee joins us to discuss what the current state of NFTs is, what's he been up to since his 1st Bankless appearance, and huge news coming out of Gary's project, VeeFriends!

------ 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

------ Timestamps:

0:00 Intro 4:18 What Gary's Been Up To? 14:00 What Makes an NFT Work 17:07 Surviving the Bear Market 20:27 All-in On NFTs 21:35 Speculation 23:00 Bigger Companies Entering 28:17 Huge VeeFriends Announcement 33:04 VeeFriends Community 34:15 NFT Project Advice 36:40 What Still Needs to be Built Out? 40:08 Being Quiet 44:40 Building Mode 45:55 Crypto Currencies 47:20 Closing & Disclaimers

------ Resources:

Garyvee https://garyvaynerchuk.com/

VeeFriends https://veefriends.com/

Gary's 1st Bankless Appearance https://youtu.be/XrQHwjqCsDw ----- 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.

What’s It Take To Be a Crypto Journalist? with Coindesk's Eli Tan and Casey Craig | Layer Zero Oct 04, 2022

On this episode of Layer Zero, David is joined by Eli Tan, NFT reporter, and Casey Craig, Global Head of Comms of Coindesk for an in-person Bankless Studio interview.

Crypto is evolving at mind-boggling rates and traditional media is having a tough time keeping up. Enter Coindesk. Reporters such as Eli and the rest of the Coindesk team are as much on the frontier as those building in crypto.

Hear how Eli and Casey fell down the crypto rabbit hole, how they got their roles at Coindesk, what challenges they face as a crypto journalism organization, and how media is keeping up with crypto.

------ 📣 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 5:26 Eli’s Background 7:57 Casey’s Role at Coindesk 9:13 How Eli Got Into Crypto 14:42 Challenges of Being a Crypto Journalist 16:55 Deciding What to Cover 17:51 The Crypto Journalism Balance 19:42 Coindesk’s Niche 20:33 Coindesk’s Journey 22:35 Hiring 23:44 Coindesk’s Disclosures 27:46 Due Diligence Process 30:32 Eli’s Proudest Scoop 30:50 Constitution DAO Story 33:00 Younger vs. Older Journalists 38:44 New Media Journalists 40:52 Where to Get Alpha 43:30 Do Kwon’s Coindesk Story 46:13 Anon Leads 47:22 Generational Connections 50:20 Average Future of Crypto Journalists 52:22 Going to Journalism School 53:16 The Future of Crypto Journalism 55:28 Coindesk’s Future 57:22 Poaching From TradMedia 59:33 Hierarchy & Flat Organizations 1:05:26 Closing

------ Resources:

Eli Tan https://twitter.com/elitanjourno

Casey Craig https://twitter.com/caseycraig_

----- 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.

138 - What's Next? Vitalik Buterin | Part II Oct 03, 2022

✨ Part I: https://youtu.be/tKjs8bBQ3sk

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-debrief

Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”

In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?

This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.

------ 📣 Galxe | Explore Crypto’s #1 Credential Network 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 4:17 Is Ethereum a Network State? 11:09 What is Ethereum Then? 15:02 World Economic Forum & Globalism 20:16 Is Ethereum a DAO? What Are DAOs? 23:55 DAOs & Corporations 26:30 Ethereum’s End State 32:11 A.I. vs. Crypto 35:42 A.I. Ethics 41:50 AGI vs. Ethereum Progress 42:38 Closing & Vitalik Disclaimers

------ Resources:

Vitalik Roadmap Bankless Episode https://youtu.be/b1m_PTVxD-s

Vitalik’s Vlog https://vitalik.ca/

Vitalik’s New Book https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/

The Ethereum Roadmap https://twitter.com/vitalikbuterin/status/1466411377107558402

Paths to Single Slot Finality https://notes.ethereum.org/@vbuterin/single_slot_finality

MEV Boost https://www.mevboost.org/

DAOs are not corporations https://vitalik.ca/general/2022/09/20/daos.html

-----

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.

ROLLUP: NFTs Are Hot Again | Macro is Breaking?! | CFTC Prosecuting DAO Token Holders Sep 30, 2022

5th Week of September, 2022

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro 3:44 BTC Price 4:15 ETH Price 4:33 ETH/BTC Ratio 5:40 Crypto Market Cap 6:27 DYX at 20 Year High https://www.tradingview.com/x/nRFvPloa/ 9:10 U.S. Economy ~25% of World GDP https://twitter.com/biancoresearch/status/1573699077228957697 9:50 Current Depreciation Relative to Dollar https://www.reddit.com/r/dataisbeautiful/comments/xn13w5/oc_how_much_other_currencies_have_depreciated/ 10:15 All is Not Well in the Bond Market https://twitter.com/biancoresearch/thread/1574877075336470537 12:10 Drawdown of Equity and Fixed Income https://twitter.com/dtapcap/status/1574883689242279941 13:35 Rumor UK Pension Funds Breaking https://www.wsj.com/livecoverage/stock-market-news-today-09-29-2022/card/private-assets-fueled-VqnloBS8V3GaU2qzurea 17:20 ETH Economy… https://ultrasound.money/ 18:25 Miner Payouts Artificially Increased Gas Prices https://twitter.com/Butta_eth/status/1573601195847041026 21:22 Ethereum Weekends vs. Weekdays https://twitter.com/TrustlessState/status/1574792875539402754 22:40 Profitability New Meta? https://tokenterminal.com/leaderboards/earnings

28:13 CFTC Prosecuting DAO Token Holders? https://twitter.com/tier10k/status/1573069619895615488 https://www.cftc.gov/PressRoom/PressReleases/8590-22 https://twitter.com/DeFiDefenseLaw/thread/1575071268000665601 33:08 Jake Chervinsky Take https://twitter.com/jchervinsky/status/1573082859358851073 34:10 Everything Might Be Okay? https://twitter.com/BillHughesDC/status/1573090075004608513 34:55 Dissent! It Didn’t Have to Be This Way https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement092222

38:26 Are NFTs Back? 38:30 Tyler Hobbes Sells 2nd Collection for $17.6m https://twitter.com/Loopifyyy/status/1575179183864434688 https://twitter.com/Loopifyyy/status/1575180053859643393 https://twitter.com/realrubberjesus/thread/1574031608297836545 40:40 Christies 3.0 - Metaverse Auction House https://nft.christies.com/?cid=EM_SM_O_TW_Inc_DPT____________

46:56 Disney Doubles Down https://decrypt.co/110572/disney-pushes-further-into-crypto-defi-nfts-with-recent-job-post 51:44 $4.4M Punk Sale https://twitter.com/cryptopunksbot/status/1575238937081221128 https://twitter.com/PabloPunkasso/status/1575245441293119488 54:00 First NFT Spotted on Instagram https://imgur.com/BXHWP5U 57:07 Apple Wants to Impose 30% Commission on NFTs https://cointelegraph.com/news/grotesquely-overpriced-apple-s-app-store-wants-30-cut-on-nft-sales 58:30 Tim Sweeney (Epic Games) Denounces Apple https://twitter.com/timsweeneyepic/status/1573377990100238338

1:00:44 New Cosmos White Paper https://www.coindesk.com/tech/2022/09/26/new-cosmos-white-paper-revamps-cosmos-hub-atom-token 1:02:44 Reversables Transactions? https://twitter.com/kaili_jenner/status/1573727505491673088 1:05:12 Lark Bad https://twitter.com/zachxbt/status/1575494380072611847

1:09:50 Robinhood Selects Polygon to Launch Web3 Wallet https://blog.polygon.technology/robinhood-selects-polygon-to-launch-web3-wallet-beta/ 1:10:44 SafeDAO and SAFE… https://twitter.com/safe/status/1575047966183653376 https://safe.mirror.xyz/p1aonqM1NSZeOFN8iY2_Ms8y6Ikuz5E76HRiEPKnCEA 1:11:10 Opensea Live on Optimism https://twitter.com/opensea/status/1574799977649422339 1:11:20 Sound Protocol https://twitter.com/soundxyz_/status/1572633595818422272 1:12:00 USDC on 5 New Chains https://decrypt.co/110800/circle-expands-usdc-stablecoin-support-to-five-new-blockchains

1:16:08 JOBS https://pallet.xyz/list/bankless/jobs

1:19:18 NATION QUESTIONS https://twitter.com/wesleytate/status/1575156426493857792 https://twitter.com/DiscoverCrypto1/status/1575171727117545477 https://twitter.com/seangilll23/status/1575490743422005249

1:30:00 TAKES https://twitter.com/ryansadams/status/1573356668439728128 https://twitter.com/onewayfunction/status/1573346913856131073 https://twitter.com/0xtuba/status/1573910439842357248 https://twitter.com/kevinolearytv/status/1574822440110362642 https://twitter.com/TrustlessState/status/1575529128862027776 https://twitter.com/punk4156/status/1574072728482627592 https://twitter.com/ryansadams/status/1575279081070944257

1:39:00 What We’re Bullish On

1:42:24 MEME of the Week https://twitter.com/0xLawl/status/1574823004382662664

1:44:00 Closing & Disclaimers

1:44:18 Moment of Zen https://twitter.com/BanklessHQ/status/1573255803724861445

------- Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Why Crypto Needs Boys Club with Natasha & Deana | Layer Zero Sep 29, 2022

The Boys, Natasha Hoskins, and Deana Burke, co-founders of Boys Club are back for their second appearance on Bankless and first in-person inaugural Bankless Studio interview!

If you missed the first episode, Boys Club is a social DAO that is made up of women and non-binary individuals who are a perfect mixture of crypto-curious and fully crypto-pilled individuals.

If you haven’t checked out what Boys Club is building, you really should anon. The vibes are immaculate and they are a force to be reckoned with.

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro 6:39 What is Boys Club? 11:00 Boys Club Evolution 15:05 Why People Join Boys Club 19:47 Nation Builders 22:12 Boys Club DAO 26:10 Infrastructure Template/Playbook 33:07 Building in Public & Authenticity 41:41 Will Boys Club Raise Capital? 44:50 Boys Club Roadmap 47:54 Boys Club Global 51:51 What Boys Club Needs the Most 55:58 Why Join & Why the Name? 58:10 Resources & Closing

------ Resources:

Boys Club Podcast https://availableon.com/boysclub

Boys Club on Twitter https://twitter.com/BoysClubCrypto

BoysClub.vip https://boysclub.vip/

Natasha on Twitter https://twitter.com/natashaghoskins

Deana on Twitter https://twitter.com/medeana

1st Bankes Boys Club Interview https://youtu.be/Gtn8DOxEoqw

----- 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.

The zkEVM is Here | zkSync's Steve Newcomb Sep 28, 2022

By the end of October, zkSync is going to be shipping the world's first zkEVM. We brought on zkSync's Chief Product Officer, Steve Newcomb to share all about it and how it's going to impact the space.

We also had to ask Steve, wen token? Tune into the episode to hear his response!

------ Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync ------ Timestamps:

0:00 Intro 9:38 Wen Mainnet? 11:22 What is zkSync Shipping? 12:36 zkEVM Design Choices 19:26 Why zkEVM is Progressing Fast 22:56 Optimistic Rollups vs. zkEVMs 27:00 The Layer 3 Ecosystem & Narrative 41:48 Losing Sovereignty? 44:08 Prover Competition 46:39 Same Circuit & Hyper Bridges 52:15 The Cosmos Vision 58:01 L1s to L3s 1:04:10 Onboarding Strategy 1:10:16 Wen Token? 1:13:33 2/3's Distribution 1:15:42 Open Source 1:25:08 zkSync 2.0 & 3.0 and Beyond 1:29:17 Closing & Disclaimers

------ Resources:

Steve Newcomb https://www.linkedin.com/in/stevenewcomb/

zkSync https://zksync.io/

------- Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

138 - What's Next? Vitalik Buterin | Part I Sep 26, 2022

✨ Part II Out Now for Bankless Premium Subscribers: https://shows.banklesshq.com/p/early-access-whats-next-vitalik-buterin

✨ DEBRIEF | Unpacking the Episode: https://shows.banklesshq.com/p/vitalik-debrief

Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”

In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?

This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro 10:28 What Will Trolls Focus on Next? 11:34 The Merge From Vitalik’s Perspective 15:10 PoS Energy Reduction 27:09 Why PoS Took So Long 32:03 Truly Optimal PoS 35:12 What Vitalik Would Change 37:30 Where Are We in Ethereum’s Trajectory 52:53 The Economics of Staking 1:02:15 Centralization of Stake Worry 1:11:40 Censorship Resistance Problem 1:15:15 Validator Choices 1:18:30 Have L2s Lived Up to the Hype 1:20:37 The 2023-2024 Ethereum Era 1:25:41 Closing

------ Resources:

Vitalik Roadmap Bankless Episode https://youtu.be/b1m_PTVxD-s

Vitalik’s Vlog https://vitalik.ca/

Vitalik’s New Book https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/

The Ethereum Roadmap https://twitter.com/vitalikbuterin/status/1466411377107558402

Paths to Single Slot Finality https://notes.ethereum.org/@vbuterin/single_slot_finality

MEV Boost https://www.mevboost.org/

DAOs are not corporations https://vitalik.ca/general/2022/09/20/daos.html ----- 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.

Post-Merge Recap | White House & U.S. Crypto Regulatory | $160M Wintermute Hack | Do Kwon on the Run? Sep 23, 2022

4th Week of September, 2022

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro 3:00 BTC Price 3:54 ETH Price https://ultrasound.money/ 14:00 Relayer and Builder Market https://www.mevboost.org/ 18:13 FED WATCH 18:25 Fed Rate Hike this Week https://www.cnn.com/2022/09/21/economy/fed-rate-hike-september/index.html 19:45 Risk on Assets Falls https://www.coindesk.com/markets/2022/09/21/federal-reserve-hikes-rates-to-highest-since-2007-bitcoin-falls-to-19000/ 21:44 Houses! Interest Rates on Houses Spiking https://twitter.com/charliebilello/status/1570413955637460993 https://twitter.com/KobeissiLetter/status/1571522450386735112 24:00 Flat Markets Prediction? https://twitter.com/GoldTelegraph_/status/1570738647254831105

29:27 NEWS 29:30 White House & U.S. Regulatory https://twitter.com/coingecko/status/1570769375212470272 https://www.whitehouse.gov/briefing-room/statements-releases/2022/09/16/fact-sheet-white-house-releases-first-ever-comprehensive-framework-for-responsible-development-of-digital-assets/ 31:20 Terra Screwed Things Up https://twitter.com/jchervinsky/status/1571991546291159042 https://twitter.com/RyanSAdams/status/1570774337254461446 https://twitter.com/brian_armstrong/status/1572095723306627073 34:35 Draft Stablecoin Bill https://www.theblock.co/post/171565/draft-stablecoin-bill-in-congress-to-require-fed-state-regulator-approval https://twitter.com/jchervinsky/status/1572586178502864896 39:05 Senate Banking Committee Hates Crypto https://www.politico.com/newsletters/morning-money/2022/09/22/sherrod-brown-turns-up-the-heat-00058202 40:00 Interaction Between Toomey and Gensler https://twitter.com/BanklessHQ/status/1570808589148909569

41:41 $160M Wintermute Hack https://t.co/Kkk445dLyv 41:50 Experts Blame Vanity Address https://www.theblock.co/post/171192/experts-blame-a-vanity-address-bug-for-wintermutes-160-million-hack 42:00 More Details on What Happened https://twitter.com/evgenygaevoy/status/1572329148411936770 https://halborn.com/explained-the-profanity-address-generator-hack-september-2022/

44:16 David and Ryan Discuss: What’s Next? https://twitter.com/iamDCinvestor/status/1572927876546297859 https://wrongalot.substack.com/p/the-next-big-crypto-narrative

54:24 PoW Ethereum Fork Dead? https://thedefiant.io/ethpow-rough-start-after-merge 54:46 Infura Decentralized Infrastructure Network https://twitter.com/infura_io/status/1570794318067290112 56:00 zkSync Devs Found Bug https://twitter.com/StarkWareLtd/status/1567888940123983874 https://twitter.com/iamDCinvestor/status/1567889575128727552 https://twitter.com/zksync/status/1570073596709462018 56:55 OpenSea on Arbitrum https://twitter.com/opensea/status/1572250900198203392

57:17 Universal Studios NFT Scavenger Hunt https://twitter.com/banklesshq/status/1572619172454232064 https://twitter.com/0xferg/status/1572068539049058304

58:15 Tether: Show Us What’s Backing USDT https://finance.yahoo.com/news/stablecoin-issuer-tether-ordered-produce-041706661.html 59:31 FTX in the Lead to Buy Voyager https://www.coindesk.com/business/2022/09/15/ftx-is-in-the-lead-to-buy-crypto-lender-voyager-digitals-assets-out-of-bankruptcy-source https://www.coindesk.com/business/2022/09/20/crypto-exchanges-binance-and-ftx-have-both-bid-roughly-50m-for-voyagers-assets-report 1:00:42 Do Kwon on the Run? https://www.coindesk.com/business/2022/09/19/s-korean-authorities-ask-interpol-to-issue-red-notice-for-terra-co-founder-do-kwon-report/ 1:01:13 Rari Fuse Hack Victim Compensation https://twitter.com/joey__santoro/thread/1571898748405714947

1:04:16 Helium Signs Agreement with T-Mobile https://twitter.com/tier10k/status/1572244764237471749 https://twitter.com/TusharJain_/status/1572248774893834240 1:06:13 Kraken’s CEO Stepping Down https://www.theblock.co/post/171847/krakens-jesse-powell-stepping-down-as-ceo-of-crypto-exchange

1:06:31 Nasdaq Launching Institutional Crypto Custody Services https://twitter.com/fintechfrank/status/1572186768132161536 1:07:05 Liquid Collective https://twitter.com/liquid_col/thread/1572164626535563265 https://liquidcollective.io/ 1:07:55 Coinbase Cloud https://blog.coinbase.com/coinbase-cloud-launches-platform-for-web3-developers-472eb355b1fa

1:08:45 FTX Reloading https://cointelegraph.com/news/ftx-in-talks-with-investors-to-raise-1b-for-further-acquisitions-cnbc 1:09:10 Messari Raises $35M Series B https://www.prnewswire.com/news-releases/messari-announces-at-mainnet-2022-summit-raising-35-million-in-series-b-funding-301629624.html

1:11:00 JOBS https://pallet.xyz/list/bankless/jobs

1:14:19 NATION QUESTIONS https://twitter.com/bbbFollowOnly/status/1572948809063317510 https://twitter.com/mmaatt78/status/1572638221720498176

1:20:45 TAKES 1:20:50 VCs Against Bitcoin https://twitter.com/TheStalwart/status/1570485528633417730 1:21:55 Say No to Bitcoin Fundamentalism https://twitter.com/danheld/status/1570839132028674048 1:23:35 Ethereum & Crypto Haters https://twitter.com/haydenzadams/status/1570459984206381058 https://twitter.com/haydenzadams/status/1571535610279510021 1:25:25 Rollups Today https://twitter.com/jon_charb/status/1572395334516748290

1:27:31 What We’re Bullish On

1:30:53 MEME of the Week https://twitter.com/banklesshq/status/1571984307748569088

1:33:41 Closing & Disclaimers

1:33:50 Moment of Zen https://twitter.com/gabrielhaines/status/1572927657049980929

------- Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

MERGED with Tim Beiko & Danny Ryan Sep 21, 2022

Tim Beiko and Danny Ryan are two of Ethereum’s lead coordinators, and work at the Ethereum Foundation to shepherd the many parts of Ethereum into the future.

How are they feeling on the other side of the Merge? What does this mean for Ethereum?

Few (if anyone) on the planet are more qualified to discuss the Ethereum Proof-of-Stake than these two, and we use this episode to reflect on the magnitude of the event and look forward to the future of the network.

------ Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Resources:

Danny Ryan https://twitter.com/dannyryan

------- Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Building A Better Ponzi with Ameen Soleimani | Layer Zero Sep 20, 2022

Ameen Soleimani is the Founder and CEO of SpankChain, the co-creator of MolochDAO, and the co-founder of Reflexer Labs, which created RAI.

David and Ameen chat about Moloch, coordination, DAOs, and what DAOs can do for both Ethereum and the broader world. Additionally, they get into Ameen’s recent fight against the Federal Reserve.

This is a mind-expanding discussion that you won’t want to miss. Enjoy!

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro 5:25 Ameen’s Crypto Perch 7:22 Ethereum’s Culture 9:55 Ameen’s Activity in the Space 14:03 Moloch Meme’s Origin 22:03 Moloch DAO & PTSD(AO) 31:31 Ability to Freely Exit 35:20 Organizational Change 42:55 Slaying Moloch 50:25 Global Settlement Layer 54:20 Sticks vs. Carrots 59:18 RAI, the Fed, Ponzis, & the Dollar 1:10:32 Thomas Jefferson & Slavery 1:15:34 Dollar Printing Gone Wrong 1:18:00 Invading Iraq 1:19:50 Ignoring, Overreacting & the Dollar 1:27:18 How Ethereum Fixes Things 1:34:11 Closing

------ Resources:

Ameen Soleimani https://twitter.com/ameensol

----- 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.

137 - The Psychology of Crypto with Morgan Housel Sep 19, 2022

Morgan Housel is a Partner at the Collaborative Fund, financial writer, and New York Times Best Selling author of, “The Psychology of Money.”

He’s an avid student of markets and psychology. And Morgan articulately blends these two perspectives (and all of the many crypto parallels) together to give us timeless lessons on wealth, greed, happiness, and how to invest.

This is another classic Bankless fundamentals episode that you won’t want to miss.

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro 4:49 Morgan’s Background 6:25 Crypto Investing Isn’t Unique 8:31 Psychology of Investing 15:22 Toxic Relationship with Money 22:14 Is it Bad to Talk About Money? 24:34 Nothing is Free in Crypto 34:05 How to Adapt to Volatility 39:45 No One is Crazy 45:52 Luck vs. Risk 51:38 Have Enough 55:25 Freedom 1:00:34 Compounding 1:04:24 Getting vs. Staying Wealthy 1:08:50 Reasonable vs. Rationale 1:13:28 People Change 1:15:33 Pessimism 1:19:33 Closing & Disclaimers

------ Resources:

Morgan Housel on Twitter https://twitter.com/morganhousel

The Psychology of Money: Timeless lessons on wealth, greed, and happiness https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681/

----- 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.

ROLLUP: Ethereum Merge Breakdown | Starbucks Polygon | Solana NFTs | Do Kwon Arrest | Binance zkRollups Sep 16, 2022

3rd Week of September, 2022

------ 📣 Swell | Liquid Staking for the People https://bankless.cc/swelldiscord

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Topics Covered

0:00 Intro

4:10 Crypto Markets 9:35 Macro Markets https://www.cnbc.com/2022/09/12/stock-futures-are-higher-as-wall-street-awaits-key-inflation-report-.html 12:00 Monthly CPI https://twitter.com/tomhschmidt/status/1569676483076964358 14:00 Elon Musk Deflation Take https://twitter.com/elonmusk/status/1568383953370767365

43:00 NEWS 44:00 Vitalik in Ukraine https://twitter.com/revrfg/status/1568885771129470977 45:$5 Starbucks x Polygon https://twitter.com/0xPolygon/status/1569302728005804037 48:25 Solana NFT All-Time High https://www.theblock.co/post/169050/nft-mints-on-solana-have-surged-to-an-all-time-high 49:20 White House Proof of Work https://twitter.com/TIME/status/1569529551897743361 54:32 Michael Saylor Buys https://www.coindesk.com/business/2022/09/09/microstrategy-files-for-stock-offering-of-up-to-500m-in-part-to-buy-additional-bitcoin/ 55:30 China Bitcoin Usage https://twitter.com/zerohedge/status/1570185657301057543 56:00 Tornado Cash Withdrawals https://twitter.com/ryansadams/status/1569728093853552642 1:02:00 Do Kwon Arrest Warrant https://www.bloomberg.com/news/articles/2022-09-14/south-korea-seeks-the-arrest-of-terraform-labs-founder-do-kwon 1:03:14 SEC Crypto Office https://www.reuters.com/markets/us/us-sec-set-up-new-office-crypto-filings-2022-09-09/ 1:05:30 Coinbase Policy Efforts https://twitter.com/brian_armstrong/status/1570133078022160384 1:09:30 Token Unlocks https://token.unlocks.app/ 1:11:08 Abra Bank Boost https://twitter.com/billbarhydt/status/1569356209651687424 1:12:50 Binance zk Rollups https://www.bsc.news/post/bnb-chain-announces-the-testnet-launch-of-zkbnb 1:13:50 Plasma Wallet https://plasma-wallet.com/

1:15:00 Raises Doodles - https://twitter.com/doodles/status/1569655759297716228 Coop Records - https://twitter.com/Cooopahtroopa/status/1567917204221591552

1:17:20 JOBS

1:19:00 TAKES 1:20:00 Enabling Withdrawals https://twitter.com/0xfoobar/status/1569466790266433536 1:22:02 Ethereum Never Ships https://twitter.com/TrustlessState/status/1570426020045406213 1:23:30 All Grown Up https://twitter.com/RyanSAdams/status/1570325531899629571 1:25:45 Vitalik Speaks https://twitter.com/VitalikButerin/status/1569369929454845957

1:27:10 What We’re Bullish On

1:34:10 MEME of the Week https://twitter.com/BanklessHQ/status/1570148692119916546

------- Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

15 Bad ETH Takes with Justin Drake Sep 14, 2022

Kicking off Merge Week with a livestream with Ethereum researcher Justin Drake, it's time to debunk some myths and bad takes about ETH.

As we watch Ethereum make its historic transition to Proof-of-Stake, we explore claims against the merge, the Ethereum Roadmap, ETH supply, and many others.

------ ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

Converge 2022 | Register with code Bankless250 for $250 off https://bankless.cc/Circle

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

️ 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

MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Timestamps:

0:00 Intro 7:30 The Merge 10:30 Media Hype 13:30 The Merge Will Never Happen 15:30 Ethereum Roadmap 20:15 Jack of All Trades 26:32 Ether Supply 36:54 Unpredictable Supply 45:10 Staker Tyranny 51:10 The Value of a Fork 54:00 Rich Get Richer 58:36 Deflation is Bad 1:07:05 Higher Fees 1:11:05 ETH is a Security 1:15:03 Reduced Burn 1:22:12 ETH is a Tech Stock 1:25:55 Changing Narratives 1:29:56 Ultrasound Money is Cringe

------ Resources:

Justin Drake Episodes https://youtu.be/1m12zgJ42dI https://youtu.be/dHpAC0m8Rkk https://youtu.be/FQTZSb3Rc9I https://youtu.be/bWqhn1hXvVc

----- 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

136 - WWIII vs the Machines | Demetri Kofinas Sep 12, 2022

✨ DEBRIEF ✨ | Unpacking the Episode: https://shows.banklesshq.com/p/debrief-demetri

------ Demetri Kofinas is a digital entrepreneur and host of the Hidden Forces Podcast, one of our favorites.

Demetri has a broad perspective on geopolitics, which we explore as we discuss the probability of a World War 3, diplomacy among superpowers, and surviving the rise of the machines.

Have we lost the ability to solve hard problems as a species?

------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro - Demetri Kofinas 6:30 Hidden Forces 10:26 Towards Chaos 18:00 Cyclical Powers 23:15 Taiwan Case Study 28:30 Trusting Institutions 31:23 State Sovereignty 37:50 Military Power & US Politics 45:00 Liminal Warfare 51:00 Why the Future Doesn’t Need Us 1:00:35 Chinese Algorithms 1:06:15 Unity, Diversity, Identity 1:12:05 Layer Zero Social Values 1:20:05 Losing Our Humanity 1:25:00 Cycling through Chaos 1:28:40 Improving Systems 1:37:30 Closing

------ Resources:

Demetri on Twitter https://twitter.com/kofinas?s=20&t=cNy4k855qT6O3xHtEC6xZw

Hidden Forces https://hiddenforces.io/

Theories of War with David Kilcullen https://hiddenforces.io/podcasts/david-kilcullen-national-emergency/

Episode 28 - Industrial Society and its Future https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/

Why the Future Doesn’t Need Us https://www.wired.com/2000/04/joy-2/

Brave New World https://www.amazon.com/Brave-New-World-Aldous-Huxley/dp/0060850523

The Fourth Turning https://www.amazon.com/Fourth-Turning-American-Prophecy-Rendezvous/dp/0767900464

------ Hidden Forces Episodes:

----- 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.

The ETH Merge: BULL OR BEAR? David debates Jordi Alexander Sep 10, 2022

Jordi Alexander returns to debate David Hoffman on whether or not next week's Ethereum Merge is bullish or bearish for ETH. The debate is moderated by none other than, Ryan Sean Adams.

Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq

------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

📣 Converge 2022 | Register with code Bankless250 for $250 off https://bankless.cc/Circle

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 3:03 David & Jordi's Luna Debate 10:07 Why the Merge is Overhyped? 16:50 Merge Bulls 21:05 Long ETH? 23:10 The ETH Narrative Play 32:05 Overestimating the ETH Yield 42:38 Blockspace Demand 1:02:05 Multichains 1:06:17 Ethereum's Gravitational Pull 1:09:57 Value Accrual 1:17:23 ETH Not Monetary Premium? 1:28:50 Price Range Predictions

------ Resources:

Jordi Alexander https://twitter.com/gametheorizing

Jordi's Article https://newsletter.banklesshq.com/p/is-the-merge-overhyped

David's Rebuttal to Jordi's Article https://newsletter.banklesshq.com/p/a-rebuttal-to-jordi-alexander-and

----- 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: Ethereum Merge Bellatrix Upgrade | Binance USDC Stablecoin Wars | Coinbase Treasury Tornado Lawsuit Sep 09, 2022

1st Week of Mergetember, 2022

------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

📣 Converge 2022 | Register with code Bankless250 for $250 off https://bankless.cc/Circle

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

----- Timestamps:

0:00 Intro 3:05 Merge NFTs https://bankless.cc/themerge 3:47 Converge 2022 https://bankless.cc/Circle

4:55 MARKETS 6:30 Crypto Market Cap https://www.coingecko.com/en/global_charts 7:20 Ethereum Gas Fees https://dune.xyz/hildobby/Gas 9:16 Merge Estimator https://bordel.wtf/ 10:00 Staking Unlocks https://twitter.com/TrustlessState/status/1565699759754592259 14:10 Ethereum Revenue https://www.theblock.co/post/167488/ethereum-miners-made-756-million-in-revenue-in-august-ahead-of-the-merge 15:10 EU Energy Crisis https://twitter.com/biancoresearch/thread/1566180431984205824 18:50 Energy Fallout https://www.euronews.com/next/2022/09/05/energy-bills-are-soaring-in-europe-what-are-countries-doing-to-help-you-pay-them 20:50 WAR! https://entrepreneurshandbook.co/for-the-war-fd5509d525d

29:00 MERGE UPDATES 30:17 Bellatrix Upgrade https://twitter.com/terencechain/status/1567115533233049606 32:35 Node Updates https://twitter.com/ajsutton/status/1567117139810873344 33:20 Economist Article https://www.economist.com/finance-and-economics/2022/09/06/the-future-of-crypto-is-at-stake-in-ethereums-switch 34:05 ETH PoW Fork https://www.coingecko.com/en/coins/ethereum-pow-iou 37:35 Stake From Home https://twitter.com/songadaymann/status/1562930578571272192

43:45 STABLECOIN WARS https://www.coindesk.com/business/2022/09/05/binance-to-convert-users-usdc-usdp-tusd-into-its-own-stablecoin-busd/ 47:00 Good for USDC https://www.coindesk.com/layer2/2022/09/06/who-benefits-from-binance-converting-usdc-to-its-own-stablecoin/

50:05 Coinbase MakerDAO Proposal https://forum.makerdao.com/t/mipxx-coinbase-usdc-institutional-rewards/17703

55:00 1inch Optimism Airdrop https://cointelegraph.com/news/1inch-users-on-optimism-to-receive-airdrop-of-300-000-op-tokens 56:45 Reddit NFTs on OpenSea https://thecouchcommute.com/reddit-nfts-selling-for-thousands-on-opensea/ 57:15 ENS August Numbers https://twitter.com/ensdomains/status/1565374366791057409 59:37 ProtocolGuild NFTs https://twitter.com/trent_vanepps/status/1567177788561424384 1:01:15 Coinbase Suing the Treasury https://twitter.com/ViktorBunin/status/1567875895381168132 1:03:44 Brian Armstrong Statement https://blog.coinbase.com/defending-privacy-in-crypto-e09db33dece8

1:05:30 crvUSD Curve Stablecoin https://twitter.com/chago0x/status/1566874129843757056 1:06:00 Binance 6% ETH Staking https://blog.binance.us/eth-staking/ 1:06:45 Notional Leverage Vaults https://blog.notional.finance/introducing-leveraged-vaults/ 1:07:43 Sui Blockchain https://www.theblock.co/post/168532/mysten-labs-sui-blockchain-fundraise-ftx-ventures

1:10:15 GET A JOB https://pallet.xyz/list/bankless/jobs

1:12:00 QUESTIONS FROM THE NATION https://twitter.com/BanklessHQ/status/1567544177180672000 1:13:41 ETH PoW Eligibility https://twitter.com/johnny_kast/status/1567566362171654144 1:15:50 Value of ETH PoW https://twitter.com/mmaatt78/status/1567615122868166657 1:18:38 What Happens to Merged ETH? https://twitter.com/HenryJK4/status/1567550561758728192

TAKES 1:20:20 Surreal Proof of Stake https://twitter.com/TimBeiko/status/1567197184667578368 1:21:35 Remember This? https://twitter.com/ryansadams/status/1565681268913840130 1:23:45 BSC Network Effect https://twitter.com/apolynya/status/1566262032319451136 1:25:27 Reserve Currencies https://twitter.com/ryansadams/status/1567310589881360385

1:27:30 What David’s Bullish On https://twitter.com/TrustlessState/status/1567716721963814912 1:31:30 What Ryan’s Bullish On

1:34:45 MEME of the Week https://twitter.com/TrustlessState/status/1567903583563296772

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

#ether #ethereum #crypto #cryptonews #btc #bitcoin #ethpow

Trading the Merge | Arthur Hayes Sep 07, 2022

✨ DEBRIEF ✨ | Find out why 1D = 1B: https://shows.banklesshq.com/p/debrief-arthur-hayes

----- This episode has been a long time coming. Arthur Hayes is the crypto trader of traders, and he's particularly bullish on the ETH trade.

Today, he tells us why.

We've been binging Arthur's writing lately, trying to get inside his head about how he approaches the markets.

Discussing the inevitability of inflation, the chaotic macro picture, and of course the Ethereum Merge, we piece together the mindset of a trader who has survived the massacre of 2022.

Do you agree with Arthur? Let us know in the comments or on Twitter @banklesshq

------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

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------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Arthur Hayes 6:30 Arthur’s Prolific Writing 12:55 Why Arthur is a Trader 19:10 What’s Causing Inflation? 26:00 The Only Solution 30:11 Structural Inflation 38:09 The Macro Landscape 44:24 Why Crypto? 50:44 Denominate in Hydrocarbons 58:30 The Ethereum Merge 1:02:30 Is the Merge Priced In? 1:04:30 Crypto Markets 1:06:47 Target ETH Prices 1:08:20 What’s Different? 1:11:58 Making the ETH Trade 1:15:45 Merge vs Macro 1:18:26 DeFi and Arthur’s Conversion 1:22:15 The 2022 Retail Massacre 1:24:30 Surviving as a Trader 1:27:50 Arthur IRL

------ Resources:

Arthur on Twitter: https://twitter.com/CryptoHayes?s=20&t=fz4N1B7Ifa3OY-tD6l6jhw

Arthur's Blog: https://cryptohayes.medium.com/

ETH-flexive: https://cryptohayes.medium.com/eth-flexive-7e1921123f64

A Samurai, a Knight, and a Yankee: https://entrepreneurshandbook.co/a-samurai-a-knight-and-a-yankee-211bf975a31d

----- 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.

135 - Crypto Wars 2.0 with Zooko Sep 05, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/debrief-crypto-wars-20

As the dust settles with Tornado Cash’s sanctioning news and the arrest of Alexey Pertsev, the space is drawing parallels to the early days of crypto, Crypto Wars 1.0.

We brought on OG cypherpunk privacy developer and co-founder of Zcash, Zooko to talk about Crypto Wars 2.0.

Crypto privacy is being tested in new ways and Zooko couldn’t be in a better place to explain the current complexities. What’s the case for crypto privacy? Why is it such a tough problem to solve? Why is Zooko optimistic about the future of crypto privacy?

What are your thoughts on crypto privacy? Let us know in the comments or on Twitter @banklesshq

------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

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------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:25 Zooko’s Background 8:30 The State of Crypto Privacy 13:26 A Privacy Enabled Society 18:34 The Case for Privacy 27:53 Why Privacy Equals Freedom 32:38 The Chilling Effect 35:26 Negative Externalities 38:28 Consent & A.I. 47:22 A.I. vs. Cryptography & Law 55:53 Crypto Wars 1.0 vs. 2.0 1:05:25 CDBC & The Clipper Chip 1:09:26 Why Isn’t Crypto Privacy Bigger 1:18:45 The Crypto Experiment 1:22:51 Solving the Privacy Problem 1:24:30 Privacy & DeFi 1:30:00 PoS & Roll-ups 1:42:50 Optimism on Crypto Privacy

------ Resources:

Zooko https://twitter.com/zooko

Zcash https://z.cash/

----- 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.

The Bull Case for Rocketpool with Marceau & Ken Smith Sep 03, 2022

On today's episode, we welcome Marceau and Ken Smith, two Rocketpool community members to share everything you need to know about Rocketpool, staking, and the bull case for Rocketpool, ETH, & RPL.

------ ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

️ 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

MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

LEDGER | SECURE STAKING https://bankless.cc/Ledger

----- Timestamps:

0:00 Intro 4:40 Guest Relationship to Rocketpool 5:45 What is Rocketpool 7:36 Rocketpool's Value Prop 9:45 Two-sided Marketplace 13:20 Rocketpool's Community 16:20 The Bull Case for Rocketpool 19:50 rETH 25:20 rETH Yield 26:30 Protocol Risk 31:05 Rebasing 38:26 Running a Rocketpool Node 43:45 Rocketpool Critiques 51:48 Institutions 57:20 Single Node Operators 59:45 Pools 1:06:00 $RPL Explained 1:10:15 $RPL Critiques 1:16:00 $RPL Bull Case 1:24:40 Closing

----- Resources:

Marceau https://mobile.twitter.com/marceaueth

Ken Smith https://mobile.twitter.com/shtimseht

Rocketpool https://rocketpool.net/

----- 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.

ROLLUP: Saylor Getting Sued | Avalanche Playing Dirty?! | MERGETEMBER | Maker Drama Sep 02, 2022

1st Week of Mergetember, 2022

------ 📣 ConsenSys | Mint a Merge NFT! https://bankless.cc/themerge

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

----- Timestamps:

0:00 Intro

4:33 MARKETS 4:36 BTC Price 4:56 ETH Price 5:23 ETH/BTC 5:52 Total Crypto Market Cap 6:32 Merge Estimator 10:15 Fed Watch https://www.cnbc.com/2022/08/26/powell-warns-of-some-pain-ahead-as-fed-fights-to-lower-inflation.html 12:10 ETH Dives %10 After Powell Rate Hike Signal https://www.thedefiant.io/markets-dive-powell-speech

15:33 Avalanche Playing Dirty? https://cryptoleaks.info/case-no-3 https://medium.com/@kyleroche/my-response-b691563c255b 24:00 Tweet from Emin https://twitter.com/el33th4xor/status/1564006450531377156 25:00 Maybe Not True? https://twitter.com/AriDavidPaul/status/1564253955785461767 26:44 David Take https://twitter.com/TrustlessState/status/1565340995062882311

30:35 Saylor Getting Sued 31:40 Saylor Tax Fraud https://blockworks.co/michael-saylor-and-microstrategy-sued/ https://twitter.com/AGKarlRacine/status/1565031380471382019 https://twitter.com/tier10k/status/1565040637044465666

34:37 Maker 34:40 Drama Summary https://threadreaderapp.com/thread/1564716178819653632.html

43:05 NEWS 43:09 ETH 43:13 Coinbase Announces cbETH https://decrypt.co/108180/coinbase-announces-cbeth-wrapped-ethereum-staking-token https://twitter.com/CoinbaseAssets/status/1562476695357358080 https://dune.com/Marcov/coinbase-wrapped-staked-eth 47:43 Abritrum One Upgraded to Nitro Stack https://twitter.com/arbitrum/status/1565041950142730245 48:48 Yesterday’s State of the Nation https://youtu.be/yYzQPRRAs6M 48:55 cOptimism Gas ATH https://twitter.com/MSilb7/status/1565131857464901633 49:55 Data Giant Shocks Ethereum with Ban on Mining https://www.thedefiant.io/data-giant-shocks-ethereum-with-ban-on-mining 54:04 Vitalik Book https://twitter.com/VitalikButerin/status/1564804705997361153

55:10 NFTs 55:15 Facebook & Instagram Allow Posting NFTs https://twitter.com/Meta/status/1564282540831248387 56:00 cReddit Subtly Launches NFTs https://twitter.com/itstimconnors/status/1562839909261447168 59:09 Ticketmaster Integrates with DapperLabs’ Flow Blockchain https://techcrunch.com/2022/08/31/ticketmaster-taps-the-flow-blockchain-to-let-event-organizers-issue-nfts-tied-to-tickets/amp/ 59:55 Goose NFT to Bankruptcy Liquidation https://twitter.com/dmitricherniak/status/1563587242777448448

1:01:06 Regulation FBI Issues Warning to Vulnerable DeFi Platforms https://decrypt.co/108542/fbi-issues-warning-over-vulnerable-defi-platforms 1:03:47 Crypto.com $10.5M Accident https://fortune.com/2022/08/31/crypto-com-accidentally-transferred-10-million-to-thevamanogari-manivel/

1:05:40 Releases 1:05:42 Orca Protocol Rebrand to Metropolis https://metropolis.mirror.xyz/ozkx0ZMwIzyahRJiQKpNv_8r7vAhOo-8tucjONhXJHI

1:06:20 Raises 1:06:24 PROOF $50M from a16z & More https://a16zcrypto.com/investing-in-proof/ https://twitter.com/proof_xyz/status/1564689271755137024 1:07:28 Reddit’s Ohanian’s $177M Crypto Fund https://decrypt.co/108560/reddit-co-founder-eyes-177m-crypto-fund-invest-strong-founders-discount-report 1:08:16 Genesis Raise $500M https://cointelegraph.com/news/everything-s-on-sale-reddit-founder-galaxy-and-genesis-execs-raise-big-money

1:08:50 Jobs https://pallet.xyz/list/bankless/jobs

1:12:07 Questions from the Nation https://twitter.com/avi_g_/status/1565192839021363200 https://twitter.com/nextalphaa/status/1565011491304230912 https://twitter.com/HappyjoeNFT/status/1565031005475418114 https://twitter.com/teemu_lens/status/1565008572248899584

1:21:55 TAKES 1:22:00 New take on the cycle https://twitter.com/gasull/status/1564888312157876229 1:23:33 99% of Crypto is a Joke https://twitter.com/RyanSAdams/status/1564257934011379713 1:25:12 Gravity Turns Off https://twitter.com/TrustlessState/status/1564637280379502593 1:27:17 Worlds Greatest Bitcoiner https://twitter.com/cobie/status/1565264636445745153

1:30:14 What David’s Bullish On 1:31:23 What Ryan’s Bullish On

1:34:55 MEME of the Week https://twitter.com/hegemony_inc/status/1564357396784263170

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Arbitrum Nitro Launch with Steven Goldfeder & Harry Kalodner Sep 01, 2022

On today's episode, we welcome back Steven Goldfeder and Harry Kalodner for their second appearance on Bankless. Both times for huge Arbitrum launches!

Today, Abritrum is launching Arbitrum Nitro, a 7x improvement to Ethereum's capacity. Hear all about it, Abritrum's potential forthcoming token(?!), Abritrum Oddessey, and of course, so much more.

------ Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

LENS | ACCESS CODE: MINTME https://bankless.cc/Lens

ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Timestamps:

0:00 Intro 6:55 Abritrum Nitro Launch Day 10:40 Reflecting on Arbitrum's Last Year 14:57 Abritrum's Rollup 16:57 The Arbitrum Odyssey 26:55 The Secret Sauce Behind Nitro 30:39 Any Trade-Offs Made? 32:18 Scale Restraints 37:38 What's Next? 47:28 Arbitrum Nova 52:53 Fractals 54:55 What Reddit is Building on Arbitrum Nova 1:01:23 zkRollups 1:04:17 The Abritrum App Layer 1:07:11 Abritrum's Hypothetical Ticker 1:09:38 Other Tech Checkboxes 1:11:34 Closing & Disclaimers

----- Resources:

Harry Koladner https://twitter.com/hkalodner

Steven Goldfeder https://twitter.com/sgoldfed

Steven & Harry's First Appearance on Bankless https://youtu.be/W33LtejihY8

----- 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

Dissenting from China's Censorship with Jiajun Zeng | Layer Zero Aug 30, 2022

Before coming to the U.S., Jiajung Zeng lived in China and worked as a Product Manager for TikTok’s parent company, ByteDance. Jiajung worked specifically on the content moderation team that was heavily censored by the Chinese government.

Jiajung tells the story of how content moderation actually works in China. He shares the hoops these Chinese tech companies must go through to even operate as a business. And towards the end of the conversation, Jiajung shares the overall sentiment of the people of China on content moderation and what they do about it. Ultimately the conversation converges on the topic of Ethereum, decentralization, and crypto writ large in China.

This is a special Layer Zero as it shows a side of China many of us don’t typically get a chance to experience and it highlights the importance of crypto fundamentals.

------ 📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MINTME https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 4:15 Jiajung Zeng’s Background 5:38 ByteDance Explained 8:30 ByteDance Content Moderation 11:11 Political Content Moderation 16:00 Moderation Resource Consumption 20:49 Consequences of Mistakes 22:47 Who is at Risk? 25:47 China’s Content Moderation Army 27:53 AI’s Role 31:35 Uyghurs & China 41:16 Dialect Suppression 43:53 Sentiment of the Chinese People 46:55 The Pushback 50:55 The Positives of China 53:54 Sentiment of the Future of China 57:32 Jiajung’s Ethereum Familiarity 59:47 ByteDance & Ethereum 1:01:52 Chinese People’s Thoughts on Crypto 1:03:11 China’s Crypto Scene 1:04:28 Jiajun’s Message to the Bankless Nation

------ Resources:

Jiajung Zeng https://twitter.com/zengjiajun_eth

----- 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.

134 - Ethereum Uncensored with Justin Drake Aug 29, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/debrief-ethereum-unsensored

With Tornado Cash sanctioning news making waves, the crypto community is asking a big question: Is censorship on Ethereum possible?

We brought on Ethereum researcher Justin Drake to explore this question in detail.

Establishing and preserving censorship resistance is possibly the most important challenge faced by the Ethereum. Covering deep topics like weak vs strong censorship, user-activated soft forks, Justin takes us down what is perhaps our most important rabbit hole yet.

------ 📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MERGE (only valid for 24 hours!) https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 6:00 Justin Drake Returns 8:45 What is Censorship Resistance? 13:00 Censorship in Crypto 15:25 Weak vs Strong Censorship 21:25 Ethereum Today 26:35 The Ethereum Nation 31:12 Why This Matters 35:25 Preventing Weak Censorship 42:55 Light Clients 46:26 Proposers and Builders 52:50 Enforcing Transactions 59:24 The Mempool 1:03:45 The Weak Censorship Endgame 1:10:00 Preventing Strong Censorship 1:15:00 Diversity 1:20:00 Activist Staking 1:26:25 A Recovery Scenario 1:33:40 Social Fork 1:40:40 A Forking Deterrent 1:44:45 The Human Shield 1:50:45 Property Rights 2:01:00 The Strong Censorship Endgame 2:05:00 The Broader Context 2:10:56 Justin’s Confidence

------ Resources:

https://bankless.cc/smartcon

Flashbots Episode https://youtu.be/xex9WVmVfbg

Justin Drake Episodes https://youtu.be/1m12zgJ42dI https://youtu.be/dHpAC0m8Rkk https://youtu.be/FQTZSb3Rc9I https://youtu.be/bWqhn1hXvVc

Solo Staking https://www.reddit.com/r/ethstaker/ https://rocketpool.net/

Crypto Lobby Groups https://gitcoin.co/coincenter https://www.defieducationfund.org/ https://gitcoin.co/grants/3974/electronic-frontier-foundation

----- 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.

ROLLUP: BitBoy Lawsuit | Ethereum Merge Updates | Biden Cancels Debt | Tornado Cash Fallout | Pudgy Penguins Aug 26, 2022

4th Week of August, 2022

------ 📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

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------ BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Timestamps:

0:00 Intro 1:53 UFO Sightings 5:20 Actual Intro

7:50 MARKETS 9:45 Total Market Cap https://www.coingecko.com/en/global_charts 11:15 Biden Debt Cancelation https://www.politico.com/news/2022/08/23/biden-student-loan-forgiveness-repayment-pause-00053299 13:30 Trolley Problem https://pbs.twimg.com/media/FbBIG1vXgAAniu5 17:50 Inflation Pain https://panteracapital.com/blockchain-letter/ethereum-tightening-more-than-fed/ 20:10 Energy Markets https://twitter.com/Schuldensuehner/status/1562771407313915905 21:14 FTX Revenue https://www.cnbc.com/2022/08/20/ftx-grew-revenue-1000percent-during-the-crypto-craze-leaked-financials.html 22:15 Layer 2 NFTs https://twitter.com/blockworksres/status/1560292557975801856 23:40 Hardware Wallets Up https://decrypt.co/107877/crypto-winter-freezes-have-turned-investors-hardware-wallets

Tornado Cash Fallout 26:30 Flashbots Blacklists Wallets https://thedefiant.io/flashbots-blacklists-wallets-tornado 30:20 FTX Froze Aztec Funds https://twitter.com/aztecnetwork/status/1560710567249096704 33:55 Uniswap UI Bans Wallets https://blockworks.co/wallets-banned-by-uniswap-labs-for-alleged-crimes 34:40 Alex Persev in Jail https://twitter.com/skywinder/status/1560655212741685248 36:30 Tom Emmer https://twitter.com/RepTomEmmer/status/1562084891247902721 37:15 Matthew Green https://twitter.com/ryansadams/status/1561887300887482368 37:45 Tether https://twitter.com/Tether_to/status/1562468486886346753 38:25 Layer Zero https://twitter.com/ercwl/status/1561180759146336256

40:00 FEI Fallout https://thedefiant.io/fei-shutdown-uproar 41:45 The Proposal https://tribe.fei.money/t/tip-121-proposal-for-the-future-of-the-tribe-dao/4475

47:15 BITBOY https://twitter.com/DegenSpartan/status/1559516281078190080 49:00 Suing Atozy https://twitter.com/atozy/thread/1562206338293309440 51:20 Community Support https://twitter.com/atozy/status/1562403410791567360 52:20 Drops the Suit https://twitter.com/AutismCapital/status/1562541877689126913

56:40 NEWS 58:30 Merge Updates https://twitter.com/TimBeiko/status/1562418377582419968 1:00:20 Merge Dashboards https://twitter.com/duneanalytics/status/1562021273575751680 1:00:45 Overhyped Merge https://newsletter.banklesshq.com/p/is-the-merge-overhyped 1:11:15 Uniswap Open Source Development https://app.uniswap.org/#/vote/2/24?chain=mainnet 1:15:50 Nike vs Adidas https://twitter.com/Blockworks_/status/1561666150991335431 1:17:15 Pudgy Penguins https://decrypt.co/107974/pudgy-penguins-ethereum-nfts-pump-83-as-meta-nansen-execs-join-advisory-board 1:18:20 BendDAO Bank Run https://metaversal.banklesshq.com/p/the-benddao-bank-run- 1:21:54 Gary Gensler https://twitter.com/cobie/status/1561809080297177092 1:25:00 Coinbase ENS Integration https://twitter.com/financeguy74/status/1561872288399691777 1:28:35 Swell Launch https://blog.swellnetwork.io/mainnet-soft-launch-announcement/ 1:29:06 Arbitrum Nitro https://twitter.com/arbitrum/status/1561812173793419265

1:29:30 Jobs https://pallet.xyz/list/bankless/jobs

1:31:00 Questions from the Nation https://twitter.com/BanklessHQ/status/1562470760824057857 1:32:00 Merge for Norms https://twitter.com/Yash_WeCan/status/1562472673795457029 1:35:25 More Merge Questions https://twitter.com/YoEdJoCo/status/1562472379313684480 1:36:20 Bullish Layer 2 https://twitter.com/_satyakikc/status/1562651521837600770

TAKES 1:39:11 Unicorn Markets https://twitter.com/TrustlessState/status/1562559417857773568 1:40:00 Good Podcast https://twitter.com/TrustlessState/status/1562569160474824705 1:41:05 Eric Wall Poll https://twitter.com/ercwl/status/1562673861434703876

1:43:25 What David’s Bullish On 1:45:05 What Ryan’s Bullish On

1:48:30 MEME of the Week https://twitter.com/NFTek2424/status/1562809727608066048

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

#ethereum #eth #crypto #cryptonews #btc #bitcoin

The Death of Crypto Privacy? with Jake Chervinsky Aug 24, 2022

On today's State of the Nation, it's time to bring back the crypto legal mind of Jake Chervinsky. With the recent OFAC sanctions against Tornado Cash and the cascading chilling effect, our digital rights are under attack.

Have we seen the death of crypto privacy? What can we do to help advocate for digital justice? As always, Jake brings a thoughtful and measured approach to these crucial topics.

------ Chainlink | Register for SmartCon 2022 with promo code “BANKLESS” https://bankless.cc/smartcon

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️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Resources:

Jake Chervisnky: https://twitter.com/jchervinsky

Set Alex Free: https://setalexfree.nl/

----- 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

133 - Flashbots Saves Crypto with Stephane Gosselin Aug 22, 2022

Stephane Gosselin is the Founder of Flashbots, an R&D organization that’s trying to fix the most pernicious problem in crypto—the problem of MEV (Maximum Extractable Value).

Many of us are massively optimistic about crypto and aren’t worried too much about its future. However, this MEV thing could be our achilles heel.

On this episode, we dive into what Stephane and his team are doing to make MEV less of a potential weak point, how MEV works, and what our industry would look like if Flashbots didn't exist. And of course—so much more.

This is another fundamental Bankless episode that you won’t want to miss.

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 9:28 MEV Explained & Its Importance 13:35 The Evil Side of MEV 21:26 MEV Utopia vs. Dystopia 28:54 Competitiveness, Market Structure, Equilibrium 32:10 MEV Supply Chain Crashcourse 37:24 Timeline 38:56 Flashbots Thesis 42:31 No MEV Geth Scenario 45:15 Flashbots Continued 49:10 Solutions 51:15 MEV Boost 1:00:18 MEV Boost Adoption 1:05:10 Differences in Staking APY 1:08:20 Flashbots Incentives 1:12:57 Infinite Problems to be Solved? 1:14:35 PBS 1:17:54 Relayer Role 1:20:05 Weird MEV Potential Merge Issues? 1:22:40 Byproducts of MEV Boost 1:27:17 New Builder Market Speculation 1:31:15 Stephane’s Optimism 1:32:55 Closing & Disclaimer

------ Resources:

Stephane Gosselin https://twitter.com/thegostep

MEV-Boost in a Nutshell https://boost.flashbots.net/

Flashbots Blog Posts https://writings.flashbots.net/writings

Guide to Ethereum Roadmap https://newsletter.banklesshq.com/p/guide-to-the-ethereum-roadmap-jon#details

Ethereum’s Hidden Power Structure https://newsletter.banklesshq.com/p/125-matt-cutler#details

----- 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.

ROLLUP: Tornado Cash Fallout | Ethereum Merge Updates | $350m a16z Flow Buy | Sudoswap NFTs Aug 19, 2022

3rd Week of August, 2022

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🚀 ROCKET POOL | ETH STAKING

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🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/zkSync

🌉 JUNO | BRIDGE FIAT TO LAYER 2

https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME

-----

Timestamps:

0:00 Intro

3:30 MARKETS

7:25 The Merge

https://twitter.com/RyanSAdams/status/1559150913834684418

14:40 The S&P Price

https://twitter.com/CanteringClark/status/1559164367903637506

16:10 Arthur Hayes Bullish

https://cryptohayes.medium.com/eth-flexive-7e1921123f64

18:00 NEWS

19:00 Tornado Cash

https://twitter.com/RyanSAdams/status/1558044593937170433

20:00 Arresting Developers!

https://www.fiod.nl/arrest-of-suspected-developer-of-tornado-cash/

22:12 Writing Code is a Crime?

https://twitter.com/jchervinsky/status/1559534385128415235

24:35 Coin Center Legal Analysis

https://twitter.com/jerrybrito/status/1559171083105976321

27:06 Historic Money Laundering

https://twitter.com/avsa/status/1558076159102967810

31:18 Tornado Cash Backlash

https://twitter.com/MicahZoltu/status/1558012733412753408

33:32 DeFi Backbone

https://twitter.com/AntonioMJuliano/status/1558444605271597058

36:12 Censorship Resistance

https://twitter.com/LefterisJP/status/1558944794658873344

36:47 Soft Fork Power

https://twitter.com/ercwl/status/1559265708411965440

47:00 Eric Wall Takes

https://twitter.com/ercwl/thread/1559678652308144129

50:24 BTC Maxi Twitter

https://twitter.com/ercwl/status/1559265708411965440/retweets/with_comments

52:47 Press X to Slash

https://twitter.com/brad_eth/status/1559355035623903233

56:00 Selkis Metal AF

https://twitter.com/twobitidiot/status/1558849512780734472

58:00 Toxic Maximalism

https://twitter.com/ercwl/status/1559692710822481923

59:22 Kevin O’Leary

https://www.tronweekly.com/tornado-cash-take-down-was-crucial-kevin-oleary/

1:01:00 What We Can Do

https://twitter.com/JWVerret/status/1559470517941329920

1:03:07 Digital Bill of Rights

https://twitter.com/RyanSAdams/status/1558481645040197632

1:04:52 Gitcoin September 7th

https://twitter.com/RyanSAdams/status/1559565929163390979

1:06:07 Celsius Down $3 Billion

https://twitter.com/blockworks_/status/1559290989688274944

1:06:37 Mashinsky Trading Strategy

https://t.co/IkjtzHp8zl

1:07:27 3ac New Yorker

https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html

1:10:02 Genesis CEO Exits

https://www.bloomberg.com/news/articles/2022-08-17/genesis-ceo-steps-down-as-crypto-broker-slashes-its-workforce

1:12:30 The Exact Merge Time

https://twitter.com/vdWijden/status/1559232749210406917

1:14:20 Gnosis Safe Airdrop

https://twitter.com/OlimpioCrypto/thread/1560284884156956677

1:16:55 OpenSea Stolen NFT Policy

https://decrypt.co/107368/opensea-changes-stolen-nft-policy-following-user-outcry

1:19:05 Sudoswap Crushing It

https://thedefiant.io/sudoswap-nft-amm

1:19:30 BendDAO Liquidation Risk

https://twitter.com/cirrusnft/status/1559954449002401792

1:22:12 Mailchimp Crypto Crackdown

https://decrypt.co/107099/intuit-owned-mailchimp-is-banning-crypto-content-creators

1:22:50 Taiwan IPFS

https://decrypt.co/107293/taiwan-turns-to-ipfs-tech-to-thwart-cyberattacks-from-china

1:25:25 SEC Suing Dragonchain

https://cointelegraph.com/news/2017-icos-aren-t-over-yet-sec-files-suit-against-dragonchain-and-its-founder

1:27:32 Canada Crackdown?

https://twitter.com/TrustlessState/status/1560048202446999552

1:30:30 Inflation Reduction Act

https://www.cnbc.com/2022/08/12/house-to-vote-on-inflation-reduction-act-tax-and-climate-bill.html

1:32:10 Galleon Portfolios

https://blog.galleon.community/introducing-galleon-portfolios-narrative-based-indices-65c50be51c28

1:33:20 a16z $350m in Flow with Adam Neumann

https://twitter.com/andrewrsorkin/status/1559148342013296641

1:35:30 Dragonfly Buys Metastable

https://www.coindesk.com/business/2022/08/15/crypto-venture-capital-firm-dragonfly-buys-hedge-fund-report/

1:36:00 Jobs

https://twitter.com/BanklessHQ/status/1559934036352589825

1:38:00 Questions from the Nation

1:38:45 Staking After the Merge

https://twitter.com/mrymz_2/status/1559944361395101696

1:40:30 Post-Merge Narrative

https://twitter.com/p3te_eth/status/1559947163832139777

1:42:00 TAKES

1:42:20 DYOR

https://twitter.com/oooitscrime/status/1558846681747177476

1:44:25 Thanks OFAC!

https://twitter.com/valkenburgh/status/1559544321489223682

1:46:15 What David’s Bullish On

1:47:04 What Ryan’s Bullish On

1:49:45 Meme of the Week

https://twitter.com/null_eth/status/1557795334775926784

-----

Not financial or tax advice. See our investment disclosures here:

https://newsletter.banklesshq.com/p/bankless-disclosures

Is The Merge Priced In? with Hal Press & Ryan Berckmans Aug 17, 2022

Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?

Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.

This is our favorite kind of debate.

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🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- Timestamps:

0:00 Intro 7:00 Hal & Ryan Thesis 18:28 The Merge is Happening 23:30 A Crowded Trade 29:23 Risks and Catalysts 36:10 Structural Significance 41:40 Blockspace Demand 46:40 Real vs Nominal Return 50:30 Miners vs Validators 56:00 Proof of Stake Wins 59:00 Store of Value 1:09:45 The Flippening 1:18:00 Price Predictions

----- Resources:

Hal Press https://twitter.com/NorthRockLP

Ryan Berckmans https://twitter.com/ryanberckmans

----- 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

Ethereum’s Progression with Hudson Jameson | Layer Zero Aug 16, 2022

Hudson Jameson is an Ethereum enthusiast and core developer liaison with a rich background in blockchain projects. He’s played an active role in shaping various online communities for decentralized technology, including Ethereum and more recently, Zcash.

On today’s episode, Hudson shares his storied crypto journey starting in 2015 when he first became interested in Ethereum through the ups and downs he experienced as a part of Ethereum’s inner circle, all the way to what he’s up to today.

Hudson closes with some heartfelt advice on burnout and mental health in the crypto space that you don’t want to miss.

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 4:40 Hudson’s Background 6:54 2015 Crypto 9:00 Fork and Fair Launch Era 14:26 Early Tribalism 19:28 How Hudson Stumbled on Ethereum 23:43 Early Ethereum Culture 28:40 Progress Through the Chaos 33:12 How Vitalik Handled the Chaos 37:24 Why PoS Took So Long 38:45 When Bullish ETH Became Clear 41:34 Augur & ICOs 44:51 Hudson & Inner Circle in 2017 47:46 The DAO Hack 53:30 2018-2020 Bear Market 1:00:11 Core Devs Tug-a-War 1:08:00 The Ethereum Community 1:09:41 Hudson Steps Down From EF & Burnout Culture 1:14:35 Hudson’s Legacy So Far 1:17:05 Improving Crypto’s Culture 1:20:37 Privacy 1:21:45 Closing

------ Resources:

Hudson Jameson https://twitter.com/hudsonjameson https://hudsonjameson.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.

132 - Polynya's Crypto Thesis Aug 15, 2022

This conversation has been a long time coming. Polynya is a pseudonymous writer, investor, and crypto researcher.

Polynya coined the term “modular blockchain” and has been influential on 100 different crypto topics, most notably on rollups, though they’re quick to point out that rollups are no longer their main focus.

This is a unique episode, in which Bankless DAO’s Eureka John acts out Polynya’s voice based on a 5-hour text-based discord interview. Tune in as we explore Polynya’s fascinating mind, covering their broad crypto thesis, EIP-4844, and the future of Ethereum Scalability.

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 9:00 Polynya the Anon 13:45 Polynya IRL 20:05 Cautious Optimism 25:35 Polynya’s Crypto Thesis 29:58 Accruing Value at the L1 31:54 Bitcoin vs Ethereum 33:30 Alt-L1s and Decentralization 35:10 Everything is Finance 38:10 Layer 2 Value Capture 41:33 Rollups vs ETH 45:30 Increasing L2 Demand 47:40 Layer 2 Tokens 52:45 A Symbiotic Relationship 56:08 Cosmos and Alt-L1s 58:45 App-Specific Chains 1:00:30 All Just Chains and Bridges 1:02:14 Why Cardano Rocks and Sucks 1:04:23 Cults and Tribalism 1:05:20 Changing Crypto 1:06:54 Changing the World 1:07:35 Polynya’s Message 1:08:30 Thank You Polynya

------ Resources:

Polynya on Twitter: https://twitter.com/apolynya?s=20&t=4Cws8vmOo7v2mRmI8mGyfw

Polynya’s Writing: https://polynya.medium.com/

Modular Blockchains: https://newsletter.banklesshq.com/p/ultra-scalable-ethereum

Eureka John: https://twitter.com/EurekaJohn1?s=20&t=ws5GNZKUSZtegsJQkvcuAg

----- 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.

ROLLUP: Goerli Merge | Tornado Cash Ban | Coinbase BlackRock Deal | Fake Solana DeFi? Aug 12, 2022

2nd Week of August, 2022

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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING

https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING

https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING

https://bankless.cc/Ledger

------

Topics Covered:

0:00 Intro

5:00 MARKETS

7:30 ETH BTC Ratio

https://ratiogang.com/

12:30 Gas Markets

https://twitter.com/TrustlessState/status/1555560926945939457?s=20&t=VcAg464--JOGiSzeNbyayA

15:45 CPI Interest

https://twitter.com/business/status/1557345174015066113

20:00 Layer 2 TVL

https://l2beat.com/

20:40 VC Money

https://twitter.com/fintechintern/status/1556444033555234816?s=21&t=XxUVGr0qz0svCx83Xdo7Rg

22:00 EIP-1559 Anniversary

https://twitter.com/takenstheorem/status/1555531313939087363?s=20&t=ptIP5_rsdZo0gUdYXg7U5A

26:30 NEWS

27:15 Goerli Testnet Merge

Announcement: https://twitter.com/BanklessHQ/status/1557544247619878913?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

Pandas! https://twitter.com/TimBeiko/status/1557543798523146240?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

Details: https://twitter.com/vdWijden/status/1557555377314701312?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

33:00 Tornado Cash Ban

Press Release: https://home.treasury.gov/news/press-releases/jy0916

37:10 Secretary Blinken

https://twitter.com/SecBlinken/status/1556661834287140868?s=20&t=4wDLBQG8U7PusK0R-3UCTQ

Full Story: https://youtu.be/lJZx8RyeJys

38:20 Freezing USDC

https://twitter.com/bantg/status/1556712790894706688?s=21&t=iEzJRHGq48PgLH0Id10pNw

39:40 Github Suspensions

https://twitter.com/semenov_roman_/status/1556717890308653059?s=20&t=-Um1R1tQa_4YPLFEAY9GGw

40:30 Summary Thread

https://twitter.com/SethHertlein/thread/1557442355678117889

44:05 MakerDAO Impact

https://thedefiant.io/tornado-impact-makerdao-dai

48:30 Normalizing Tyranny

https://twitter.com/RyanSAdams/status/1557121749334065154?s=20&t=uv3Ux69ZVUrVvYjhUE9Okw

55:30 Fake Solana DeFi?

https://www.coindesk.com/layer2/2022/08/04/master-of-anons-how-a-crypto-developer-faked-a-defi-ecosystem/

1:02:00 Coinbase BlackRock Partnership

https://blog.coinbase.com/coinbase-selected-by-blackrock-provide-aladdin-clients-access-to-crypto-trading-and-custody-via-b9e7144f313d

1:03:00 Arbitrum Nova

https://twitter.com/arbitrum/status/1557025237769805825

1:06:35 Uniswap Foundation

https://gov.uniswap.org/t/temperature-check-create-the-uniswap-foundation/17358

1:07:30 MakerDAO HVBank

https://twitter.com/SebVentures/status/1555234746539581444?s=20&t=rtTTlkxuLHK_73JuqFqrSA

1:09:05 Meta Instagram NFTs

https://www.theblock.co/post/161497/meta-expands-digital-collectables-support-on-instagram-to-100-more-countries-adopts-flow-blockchain

1:09:30 Voyager Bankruptcy

https://decrypt.co/106791/voyager-digital-approved-return-270-million-clients

1:10:10 Immutable Gamestop

https://twitter.com/Immutable/status/1556797772275208192

1:10:30 Vitalik Compression

https://twitter.com/VitalikButerin/status/1554983955182809088?s=20&t=CP_wmjSv-X4KGDtdVjhk6A

1:12:30 Jobs

https://twitter.com/BanklessHQ/status/1557397382744006656?s=20&t=D9vf5Thb0BlBK7osdhdYyg

1:16:00 Questions from the Nation

1:16:30 How to get the PoW fork?

https://twitter.com/accounthome11/status/1557469851270238212?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:18:35 Bridge Risk

https://twitter.com/avi_g_/status/1557406430977994752?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:22:00 Staking Wait Time

https://twitter.com/mmaatt78/status/1557471309554237440?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:22:30 TAKES

1:23:00 Pausing OP Incentives

https://twitter.com/apolynya/thread/1556848533596037120

1:24:10 NFT Roulette

https://twitter.com/ryananderson/status/1555639880612564992

1:25:20 Banning SSL

https://twitter.com/phunk9871/status/1557309945841958912?s=21&t=V2jbdxuDNkHwLw9ZWbuQyA

1:26:50 State of Market

https://twitter.com/notthreadguy/status/1557370241377763329?s=20&t=FAvjCgR1WvvG4Fko8XHcug

1:27:30 What David’s Bullish On

1:30:10 What Ryan’s Bullish On

1:34:00 Meme of the Week

https://twitter.com/calebini/status/1556090898487816192?s=20&t=qS3xmkeCe0NChYWbcVIgiA

-----

Not financial or tax advice. See our investment disclosures here:

https://newsletter.banklesshq.com/p/bankless-disclosures

Tornado Cash BANNED By OFAC... Is this the War on Crypto? Aug 11, 2022

On Monday, the U.S. Treasury Department made a smart contract illegal.

They can do that??

David walks you through the news, with multiple interviews from Jerry Brito and Collins Belton, two experts in the matter.

Let us know how you like the format!

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

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🏦 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 Opening Shot: https://twitter.com/RyanSAdams/status/1556743328774995971?s=20&t=OzfqFxxolrjhwZICo4KV6w Ripple Effects: https://twitter.com/collins_belton/thread/1556650759994970113 Neutral Tool: https://twitter.com/jerrybrito/status/1556667240711438337?s=20&t=avKH9mQ1_3KDno2P2THs7Q

4:00 What is OFAC? Overview: https://home.treasury.gov/policy-issues/office-of-foreign-assets-control-sanctions-programs-and-information Press Release: https://home.treasury.gov/news/press-releases/jy0916 Sec Blinken: https://twitter.com/SecBlinken/status/1556677862345801728?s=20&t=QwqpNxU9CYKPz8LhBATSFQ

7:44 What is Tornado Cash? Breakdown: https://blog.chainalysis.com/wp-content/uploads/2022/08/tornado-pie-1536x1034.png Treasury Misleading: https://twitter.com/USTreasury/status/1556655337431785472?s=20&t=Jw5y0Xr4fHSelCzfhWvYlQ Alex Svanevik: https://twitter.com/ASvanevik/status/1556983834809614337?s=20&t=OCDr5P9jRweG9RVYdmmxKQ

10:20 Using Tornado Cash Neeraj Meme: https://twitter.com/NeerajKA/status/1556707552251060225?s=20&t=UNffL4gM4hBsaXDEZ0gJ_w Clean ETH2 Addresses: https://twitter.com/econoar/status/1556775153153048582?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw More Use Cases: https://twitter.com/RezaJafery/status/1556751888896258049?s=20&t=9rJ2buSh4PCTPMlNKezAyw

12:15 Banning Smart Contracts Coin Center Announcement: https://www.coincenter.org/u-s-treasury-sanction-of-privacy-tools-places-sweeping-restrictions-on-all-americans/

17:08 Ripple Effects Circle: https://www.theblock.co/post/162172/circle-freezes-usdc-funds-in-tornado-cashs-us-treasury-sanctioned-wallets Github: https://twitter.com/bantg/status/1556721709931175937?s=20&t=LSCI_12-Giipv727Y52qUg Infura & Alchemy: https://twitter.com/0xdev0/status/1556933551073153024

20:55 A Ban on Who? Cobie & Gainzy: https://twitter.com/cobie/status/1556647650212155394?s=20&t=F8nhR0zX4PkbGGOl1JmBCQ Depositing .1 ETH: https://twitter.com/josephdelong/status/1557011056572129280?s=20&t=F1JszlO7Zm0lm4EGsgBrNg

23:14 A Chilling Effect Attacking Free Speech: https://twitter.com/matthew_d_green/status/1556764387796340736?s=20&t=w8K19sEWj_AVS372HOjHTw

25:47 Decentralization Priorities: https://twitter.com/econoar/status/1556825245381578753?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw

----- 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

Cryptographer David Chaum | Layer Zero Aug 09, 2022

David Chaum is a computer scientist and an OG member of the cryptography community. His innovation has driven much of the mathematical foundation of cryptocurrency, and he continues to work on projects like xx Network.

In 1985, David issued this warning to the public:

“Computerization is robbing individuals of the ability to monitor and control the ways information about them is used. Already, public and private sector organizations acquire extensive personal information and exchange it amongst themselves… The automation of payment and other consumer transactions is expanding these dangers to an unprecedented extent.”

In today’s surveillance capitalism, it’s clear that we need cryptography now more than ever.

------ 📣 Forta | Help Make Web3 a Safer Place https://bankless.cc/Forta

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⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:00 David Chaum 11:30 60s Technology 20:00 60s Culture 23:55 A New Direction in Cryptography 33:30 The Fork in the Road 41:50 Minimum Disclosure 48:25 Traffic Analysis 56:05 Surveillance Capitalism 1:02:00 The State of Data Today 1:12:00 New Ideas and Society 1:15:40 Advice to Crypto

------ Resources:

David on Twitter: https://twitter.com/chaumdotcom?s=20&t=u3ULosGOPIOTPZobdnMKkw

David’s Website: https://chaum.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.

131 - Rise of the Network State | Balaji Srinivasan Aug 08, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/debrief-rise-of-the-network-state

Balaji Srinivasan is an investor, founder, and Former CTO of Coinbase and GP at a16z and author of The Network State, which will be the main focus of the podcast today.

The Network State explores ideas surrounding digital communities and the future of how we coordinate as a species. A startup society fosters the emergence of network unions, which evolve into a network archipelago—eventually calcifying into the network state.

As we muse about the fate of human systems, we explore mental models for understanding the digital revolution and how we can allow coordination to thrive.

------ 📣 Forta | Help Make Web3 a Safer Place https://bankless.cc/Forta

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------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:19 Common Denominators 8:50 Micro vs. Macro History 15:15 The Network State 19:05 Online Communities 23:50 Nation vs. The State 36:20 Why A Nation State 40:18 The One Commandment 1:02:44 Being Inside the Network State 1:08:00 Bankess x the Network State 1:13:38 What’s the Incentive? 1:19:30 Violence’s Role 1:33:48 Non-Wealthy Critique 1:38:53 Everyone Joins the Network State 1:44:20 Network State Action Items 1:48:46 Closing & Disclaimers

------ Resources:

Balaji https://twitter.com/balajis

The Network State https://thenetworkstate.com/

Dashboard https://thenetworkstate.com/dashboard

Vitalik’s Review https://vitalik.ca/general/2022/07/13/networkstates.html#what-is-a-network-state

One Commandment https://thenetworkstate.com/the-one-commandment

FDIC Insured Bank Charts & Fintech Tweets https://twitter.com/balajis/status/1351068210930601984

----- 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.

ROLLUP: Solana Wallet Hack | Nomad Bridge Hack | Ethereum PoW Chain | DeFi Tokens | Coinbase ETH Staking Aug 05, 2022

First Friday of August, 2022

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⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro

5:00 MARKETS 7:23 All Time High https://messari.io/screener/bear-market-vibes-C66F0A22 9:30 Mainstream ETH https://twitter.com/TheStalwart/status/1554061312443006976 11:15 Bullish on the Merge https://twitter.com/data_always/status/1554521769591144448 15:20 Ethereum ESG https://twitter.com/Data_Always/thread/1554560847585886210 17:02 ENS Boom https://twitter.com/ensdomains/status/1554099225352290304 20:20 Opensea.eth https://twitter.com/degentraland/status/1554592812674449410

22:00 NEWS 24:00 $200m Nomad Bridge Hack https://www.coindesk.com/tech/2022/08/02/nomad-bridge-drained-of-nearly-200-million-in-exploit/ 31:55 Returning Funds https://www.theblock.co/post/161175/nomad-hack-ethical-hackers-return-9-million-to-exploited-crypto-bridge-platform 33:45 Are All Bridges Vulnerable? https://twitter.com/bkiepuszewski/thread/1554375783577276416 38:45 Bridge Security https://twitter.com/RyanSAdams/status/1483803596055621632

48:35 Solana Wallet Hack https://thedefiant.io/solana-wallet-breach/ 49:30 Explaining the Hack https://twitter.com/milesdeutscher/thread/1554853898497576960 52:20 Plaintext 54:00 David’s Wallet Advice https://twitter.com/trustlessstate/status/1554628479848685572

59:05 Ethereum Proof of Work Chain https://twitter.com/ceterispar1bus/status/1553113853361258505

1:06:00 Other News 1:08:00 Aave Multichain Strategy https://cointelegraph.com/news/aave-devs-propose-freezing-fantom-integration-citing-lack-of-traction-and-potential-vulnerability 1:10:10 SushiSwap Chef Compensation https://thedefiant.io/sushiswap-head-chef-may-pocket-a-third-of-all-tokens-paid-to-staff/ 1:10:40 Optimism Bedrock https://twitter.com/optimismFND/thread/1554528451767451650 1:13:15 Happy Birthday Ethereum! https://twitter.com/BlockGeekDima/status/1553331229285548044 1:13:35 Michael Saylor Steps Down https://twitter.com/tier10k/status/1554558287940669440

1:15:30 NFT News Tiffany CryptoPunks https://twitter.com/tiffanyandco/status/1553742328652877827 Magic Eden Supporting ETH https://twitter.com/MagicEden/status/1554497669032206336 Rainbow Wallet https://twitter.com/rainbowdotme/status/1551978336359890944 StarkNet https://twitter.com/aspectdotco/status/1554119172262490112

1:19:00 Robinhood Fined $30M https://twitter.com/alyssachoo_/thread/1554493577249669123 1:20:08 Commodity Senate Bill https://www.reuters.com/markets/us/senate-bill-would-hand-bitcoin-ether-oversight-commodities-regulator-2022-08-03/ 1:21:00 SEC Charges Forsage https://www.theblock.co/post/160624/sec-charges-forsage-founders-promoters-in-300-million-crypto-ponzi-scheme-lawsuit

1:21:50 Quick News Hits Celsius Leak https://blockworks.co/celsius-admits-customer-emails-leaked-in-third-party-data-breach/ Babel Finance https://www.theblock.co/post/160230/babel-finance-crypto-lost-280-million-proprietary-trading-restructuring Coinbase ETH Staking https://twitter.com/CoinbaseInsto/status/1554186523800526848 Swell Network https://twitter.com/swellnetworkio/status/1552891765237026816 Immutable X Gamestop https://twitter.com/Immutable/status/1552821358773448705

1:23:36 Raises Variant Fund III https://variant.fund/articles/introducing-variant-fund-iii/ Vee Friends a16z https://blog.veefriends.com/veefriends-closes-seed-round-from-a16z-crypto-afa151561051

1:24:15 Jobs https://pallet.xyz/list/bankless/jobs

1:26:00 Questions from the Nation 1:27:30 DCA into a Token https://twitter.com/Madge_80/status/1554862719223963652 1:31:00 Getting a Job in Crypto https://twitter.com/patduds/status/1554876401928454144

1:33:00 TAKES 1:33:30 Authoritarian vs Libertarian https://twitter.com/balajis/status/1552776283968323585 1:35:30 Goalposts Moving https://twitter.com/sassal0x/status/1553750144515842049 1:36:30 Call Out Scammers https://twitter.com/VitalikButerin/status/1554258761727938561 1:39:55 Caring About Decentralization https://twitter.com/RyanSAdams/status/1553488247564767234 1:41:00 Fees-Driven Bulls Market https://twitter.com/TrustlessState/status/1553477269544484864

1:42:12 What David’s Bullish On 1:43:25 What Ryan’s Bullish On

1:46:20 Meme of the Week https://twitter.com/memejority/status/1554493706945720321?s=21&t=tu1DynjBZTppSHroSEfswg

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

The zkWars | zkSync & Scroll Aug 03, 2022

The zkWars are heating up. With 3 different teams recently announcing their zkEVM, we’re joined by Alex Gluchowski of zkSync and Ye Zhang of Scroll.

Optimism’s Ben Jones cohosts as we explore why zkEVM is such a big deal, the respective roadmaps to mainnet, and of course… wen token?

------ 📣 Forta | Help Make Web3 a Safer Place https://bankless.cc/Forta

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------ BANKLESS SPONSOR TOOLS:

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⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 3:15 Crypto 101 10:00 Alex and Ye 13:25 zkSync 18:20 Scroll 22:30 What's Different about zkSync 31:10 What's Different about Scroll 37:15 zkProof Performance 41:30 Decentralizing Provers 46:30 Approaching Developers 57:07 Challenges to Upgrading 1:03:40 Vibe Check 1:09:20 Centralized Keys 1:17:45 Closing

------ Resources:

Ben Jones https://twitter.com/ben_chain

Alex Gluchowski https://twitter.com/gluk64

Ye Zhang https://twitter.com/yezhang1998

----- 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 Centralized Food Production Crisis | Anthony Gustin Aug 02, 2022

Anthony Gustin is the host of The Natural State Podcast, author of the best-selling, “Keto Answers,” and former sports rehab clinician turned entrepreneur, amateur farmer, investor, and advisor.

You might be noticing that Anthony isn’t a crypto bro. However, as David explains in many Bankless episodes, crypto principles can be seen in many other industries as well—including the food industry.

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⚖️ 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

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 7:35 Anthony’s Background 11:35 Centralized Food Production 14:08 Divergent Food Products 20:29 Fake Food Ingredients 22:30 Government Lobbying 25:40 Corn Subsidization 28:07 Remaining Problems 31:20 Disconnection to Food 36:11 Fragility Monocrop Culture 42:40 Systems Breaking Down 48:26 What Anthony’s Excited About 51:07 The Path Forward 1:05:00 Regeneration, Carbon, & Methane 1:20:19 Sustainable Scaling Solutions 1:28:43 Advice For You 1:32:18 Sunburn & Seed Oils 1:36:08 More Advice 1:38:58 Anthony’s Question to David 1:42:36 Closing

------ Resources:

Anthony Gustin https://dranthonygustin.com/

Ground Work Collective https://groundworkcollective.com/

Anthony’s Twitter https://twitter.com/dranthonygustin/

Anthony’s Instagram https://www.instagram.com/dranthonygustin/

----- 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 Nounders | 4156, VapeApe, Seneca | Nouns DAO Series Ep #1 Aug 02, 2022

In this two-part Bankless Series, we're exploring the Nouns DAO. In episode one, we're chatting with The Nounders, aka the founders of the Nouns DAO. In episode two, we'll be chatting with a few Nouners, aka some Nouns DAO members.

The Nouns project has taken the crypto ecosystem by storm. Hear why and how in the episode!

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------ BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Timestamps:

0:00 Intro 6:00 Nouns DAO Origin 9:05 CryptoPunks vs. Nouns 11:55 4156's Tweet Thread 13:05 Noun Distribution Mechanism 22:20 Noun Art, Properties, & Rarity 37:00 Nouns Governance 44:25 Nounish Culture & Direction 52:00 Nouns DAO Proposals 54:50 Nouners Wednesday Episode 57:05 Closing

Resources:

4156 https://twitter.com/punk4156

Vapeape https://twitter.com/punk4464

Seneca https://twitter.com/cryptoseneca

Nouns DAO https://twitter.com/nounsdao

----- 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

130 - How to Fix DeFi Tokens | Hasu Aug 01, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/debrief-how-to-fix-defi-tokens

This is Hasu’s 5th appearance on Bankless and this might be his best one yet. If you’re unfamiliar, Hasu is a crypto-economic researcher at Paradigm, strategist at Flashbots solving MEV, host of Uncommon Core, and more recently, a Governor delegate for MakerDAO and overall DAO governance thinker.

In this episode, we’re going to reorg your brain about what it means to be a DAO. Hear what’s broken about DAOs, the potential solutions, what regulation could do to help, and so much more.

------ 📣 Forta | Help Make Web3 a Safer Place https://bankless.cc/Forta

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❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌴 MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:10 DeFi Token Brokenness 12:36 Treasury Management 15:29 Uniswap Token & Fees 27:09 Uniswap’s Strategy 29:58 DAO Governance & Business 33:06 DAOs vs. Digital Organizations 41:55 Regulation vs. DAO Governance 44:53 Founder & Protocol Alignment 50:09 Regulatory Clarity 1:00:16 Regulation’s Bull Case 1:03:58 Game Theory & Gov. Adoption 1:08:05 DAO Constitutions 1:13:13 The Value Prop of DeFi 1:21:03 SubDAOs & Voting 1:28:00 DAO Costs 1:31:04 Summary & Action Items 1:34:09 Why Be Optimistic of DeFi 1:40:53 Closing & Disclaimers

------ Resources:

Hasu https://twitter.com/hasufl

Fake Dao vs Real Daos by Gabriel Shapiro https://lexnode.substack.com/p/defining-real-and-fake-daos

The Market for Promises by Anthony Lee Zhang https://anthonyleezhang.substack.com/p/the-market-for-promises

A Stupid Simple Governance Framework by Andrew Beal https://30000feet.substack.com/p/issue-72-a-stupid-simple-governance

Hasu’s Recent Maker Governance Post https://vote.makerdao.com/address/0xafaff1a605c373b43727136c995d21a7fcd08989#delegate-credentials

----- 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.

EthCC #5 | "The Cosmos (ATOM) Thesis" - Sunny Aggarwal Jul 30, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 5, Sunny Aggarwal joins us from the Cosmos ecosystem, and gives the high level on one of the more compelling theses in the crypto space.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 2:30 Sunny and EthCC 4:00 The Cosmos Vision 7:50 Horizontal vs Vertical 11:50 Acceleration Strategies 14:40 Ethereum Cosmos Overlap

----- Resources:

Sunny on Twitter: https://twitter.com/sunnya97

----- 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.

EthCC #6 | Stani Kulechov - "GHO is the Next Big Stablecoin" Jul 30, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 6, we’re joined by Stani from Aave. With the GHO Stablecoin and Lens Protocol tackling two different corners of the crypto ecosystem, we explore the Web3 movement—where we’ve been, and where we’re headed.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 2:30 Stani Vibe Check 4:10 Analyzing the Ecosystem 7:20 Web3 Social Footprint 11:49 Non-Financial Use Cases 15:15 The Web3 Data Stack 19:24 The GHO Stablecoin

------ Resources:

Stani on Lens: https://www.lensfrens.xyz/stani.lens

----- 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.

EthCC #7 | "The Web3 Identity Meta" - Evin McMullen Jul 30, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In the 7th episode, Disco’s Evin McMullen joins to discuss Web3 Identity and her work with VCs (Verifiable Credentials)

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❎ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦁BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 3:00 Evin in Paris 5:15 What’s Left to Do? 7:40 The Web3 Data Stack 12:00 The Emergent Human 15:30 Sybil Resistance 18:30 The Future of Identity 20:40 The Build Market

------ Resources:

Evin on Twitter: https://twitter.com/provenauthority?s=20&t=GL1yGJyZjY92NyVIeCqfBA

----- 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.

EthCC #8 | "1 Million Devs, 1 Billion Users" - Kevin Owocki & Austin Griffith Jul 30, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In the 8th and final episode, we bring on the powerhouse duo of Austin Griffith and Kevin Owocki. This one is a lot of fun, and both of these builders are moving the space towards a more just, robust ecosystem.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

----- 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.

ROLLUP: Coinbase Insider Trading | Three Arrows Capital Speaks! | The Merge Approaches Jul 29, 2022

4th Week of July, 2022

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🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------

0:00 Intro

4:00 MARKETS 4:05 BTC Price 4:30 ETH Price 5:44 ETH/BTC 6:35 Total Crypto Market Cap 6:48 Gas Markets 8:18 Federal Reserve 18:34 NFT Price Floor Numbers https://nftpricefloor.com/ 21:06 Merge Sell Pressure https://twitter.com/DeFiSurfer808/status/1550215641248026624 23:53 ETH vs. BTC Bear Market Chart https://twitter.com/FelixOHartmann/status/1551323998465794050

31:15 NEWS 31:20 Three Arrows Capital Speaks 32:05 3AC Speaks https://www.bloomberg.com/news/articles/2022-07-22/three-arrows-founders-en-route-to-dubai-describe-ltcm-moment#xj4y7vzkg 36:00 RSA Takeaway https://twitter.com/RyanSAdams/status/1550481320933003265

41:50 Coinbase Insider Trading 41:55 Former Coinbase PM Arrested https://www.theblock.co/post/158960/former-coinbase-product-manager-arrested-on-insider-trading-charges 45:05 Jake Take https://twitter.com/jchervinsky/status/1550156019296247810 46:05 Jake 2nd Thread https://twitter.com/jchervinsky/thread/1550515627961589762 48:25 Coinbase Does Not List Securities https://blog.coinbase.com/coinbase-does-not-list-securities-end-of-story-e58dc873be79 50:30 Statement of Commissoner Caroline D. Pham on SEC https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement072122 52:38 SEC Probe https://www.cnbc.com/2022/07/26/coinbase-shares-tumble-after-report-that-its-facing-sec-probe.html https://twitter.com/0xSisyphus/status/1552300223682281472 52:55 Coinbase Down Bad 53:29 Cathie Wood $ARKK Sold 1.41M Shares https://twitter.com/unusual_whales/status/1552085054653730816 53:53 Remember DeFi? https://twitter.com/RyanSAdams/status/1550450216201076736

56:40 Georli Testnet Merge https://twitter.com/BanklessHQ/status/1552712874543439876

59:30 ETH 59:57 zkEVM Differences https://twitter.com/socketdottech/status/1550149054243360768 1:03:32 Uniswap Fees CRUSHING IT https://twitter.com/haydenzadams/status/1551579707736473601 1:04:20 Uniswap Fee Switch Debate https://gov.uniswap.org/t/fee-switch-design-space-next-steps/17132 1:06:00 AntPool Believes! (Will no one fork Ethereum?) https://www.coindesk.com/business/2022/07/26/antpool-supports-ethereum-classic-ecosystem-with-10m-investment/ 1:09:10 ETC Pumping lately https://www.coingecko.com/en/coins/ethereum-classic

1:10:40 NFTs 1:10:50 POAP Making Moves in the WNBA https://twitter.com/leadinscientist/status/1552298253194076166 https://poap.gallery/event/55974

1:12:30 REGULATION Crypto Transactions Less Than $50 https://decrypt.co/106006/bipartisan-bill-seeks-to-eliminate-taxes-on-crypto-transactions-under-50

1:13:20 MISC 1:13:35 Solana Physical Stores https://twitter.com/Scott_eth/status/1551539635137953793 1:14:05 Chipotle Dips into Crypto with ‘Buy the Dip’ Promo https://decrypt.co/105916/chipotles-buy-the-dip-promo-includes-200k-in-crypto-for-customers-coinbase-accounts

1:14:35 RELEASES 1:14:40 Mirror’s Web3 Subscriptions https://dev.mirror.xyz/Jn62zF5n62BfowdaFgm3uIx3Fgp2vIR7b-HTSxKVXqk 1:15:25 WalletConnect Chat https://twitter.com/WalletConnect/status/1550061470595137536

1:15:50 RAISES 1:15:55 Aptos $150M From FTX Ventures, Jump Crypto & More https://medium.com/aptoslabs/entering-the-next-phase-of-the-aptos-journey-with-added-funding-and-new-partners-d4daa03dd17c 1:18:18 Unstoppable Domains reaches unicorn status $65M Series A https://blockworks.co/unstoppable-domains-reaches-unicorn-status-after-latest-raise/

1:18:45 Jobs https://pallet.xyz/list/bankless/jobs 1:20:10 Devcon https://devcon.org/tickets/ https://forms.gle/x6GHpq8MAZJCwwsq5 https://devcon.org/en/bogota/

1:23:20 Questions of the Week https://twitter.com/MyMoneyPlanCH/status/1552341093911613441 https://twitter.com/FunnaEth/status/1552329571487432704 https://twitter.com/Sjr05d/status/1552324854522810368

1:33:27 TAKES 1:33:30 CT Sentiment (Hot and Cold) https://twitter.com/CryptoCronkite/status/1552244606166831104 1:33:55 What Leads? https://twitter.com/TrustlessState/status/1552452639249600514 1:35:50 Seattle NFT Museum https://twitter.com/TimBeiko/status/1551312206704381952 1:36:50 Vitalik: Update on Roadmap https://imgur.com/zrS4A3N https://imgur.com/bb4AmvR

1:40:40 What David’s Bullish On 1:43:50 What Ryan’s Bullish On

1:47:16 Meme of the Week https://twitter.com/HsakaTrades/status/1552648542153351169

1:48:15 Closing & Disclaimers

——- Not financial or tax advice.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

EthCC #1 | Vitalik - "The Merge Isn't Priced In" Jul 29, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

This first episode is with Vitalik himself, in which we discuss his takes on the Ethereum roadmap, developer morale as we approach the Merge, and his incomparable drip.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 2:30 Vitalik’s New Meta 8:45 Ethereum Builds Faster 14:27 Developer Morale 17:11 Vitalik’s Drip 18:55 The App Layer 28:08 Surviving Conferences 29:45 Improving Communities

------ Resources:

Vitalik on Twitter: https://twitter.com/VitalikButerin

Vitalik’s EthCC Talk: https://youtu.be/kGjFTzRTH3Q

----- 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.

EthCC #2 | Kain Warwick - "The Crypto Fees Boom" Jul 29, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

With Episode 2, Kain Warwick from Synthetix joins us to frame the next bull market. Pockets of DeFi are heating up, the Layer 2 narrative has room to breathe, and electricity (hopefully not COVID) is in the air.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 3:30 Kain Warwick 5:20 EthCC 2022 8:05 Alt Layer 1s 13:00 Layer 2 Vibes 16:00 The Fees Boom 18:27 Kain vs Su Zhu 21:17 Bull Market Goggles 23:14 Setting up the Next Bull

------ Resources:

Kain on Twitter: https://twitter.com/kaiynne

----- 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.

EthCC #3 | "StarkWare isn't Leaving Ethereum" - Eli Ben-Sasson and Uri Kolodny Jul 29, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 3, we cover the recent announcement of the StarkWare token launch, the exploding zkEVM ecosystem, and the future of StarkWare.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 2:30 Eli and Uri 4:52 zkEVM Explosion 10:30 The StarkWare Approach 16:20 StarkNet on Ethereum 19:35 The StarkNet Token 24:30 Token Models 26:53 The Future of StarkWare

------ Resources:

Eli on Twitter: https://twitter.com/EliBenSasson

Uri on Twitter: https://twitter.com/ukolodny

StarkWare: https://twitter.com/StarkWareLtd

----- 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.

EthCC #4 | "The Polygon zkEVM Frontier" - Mihailo Bjelic Jul 29, 2022

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 4, Mihailo Bjelic joins us to discuss the announcement of Polygon’s zkEVM. This explosive headline comes alongside three other zkEVM announcements.

Why now? What does this all mean?!

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 3:00 Polygon zkEVM Announcements 6:50 How it Works 10:00 Road to Maine 15:30 EVM Equivalence 19:30 EthCC 2021

------ Resources:

Mihailo on Twitter: https://twitter.com/MihailoBjelic

Polygon: https://twitter.com/0xPolygon

----- 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.

DeFi Didn't Break with Dan Morehead & Joey Krug Jul 27, 2022

Many things have broken in the last few months during crypto's bear market. However, DeFi didn't break. Dan Morehead and Joey Krug explain why.

Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.

Both repeat Bankless guests and both know more than a thing or two about crypto and investing.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

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🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Timestamps:

0:00 Intro 6:15 The Past Few Months 10:28 Crypto's 2008 Moment 12:40 The Mainstream Media Story 16:45 CeFi vs. DeFi Confusion 21:45 Media Incentives 24:00 DeFi vs. Wall Street 30:45 DeFi is Too Referential Critique 33:38 DeFi Worked Great 37:05 Transparency Thoughts 43:15 2008 Prevented with DeFi? 49:35 Educating Retail 53:39 Was This Surprising? 55:00 Quick Macro Takes 58:20 Closing & Disclaimers

------ Resources:

Dan Morehead https://twitter.com/dan_pantera

Joey Krug https://twitter.com/joeykrug

DeFi Worked Great https://panteracapital.com/blockchain-letter/defi-worked-great/

Pantera https://panteracapital.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

129 - Why the Crypto Critics Are Wrong | Matthew Green Jul 25, 2022

Matthew Green is an Associate Professor of Computer Science at John Hopkins University, where he teaches courses, cryptography, distributed computing systems, blockchains, and cryptocurrency. He also helped create Zerocash, one of the first privacy cryptocurrency experiments, and ultimately influenced the Zcash protocol.

He recently wrote an article titled, “In Defense of Crypto(Currency)”, in response to an open letter to Congress, signed by a large group of technologists, denouncing the entire premise of cryptocurrency and urging congress to strongly regulate the space.

In this episode, Matthew talks about his article, how crypto can do better as an industry, and why to be optimistic about the future of crypto.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ Topics Covered:

0:00 Intro 6:34 Letter to Congress 12:27 Matthew’s Background 15:45 Why Write This Letter 19:03 Crypto Haters 24:14 What to do About Scams 28:45 Regulation 32:28 Addressing Concrete Objections 35:36 PoW Climate Issue 38:06 Blockchains Transfer Reversal 45:50 Crypto Doesn’t Scale Claim 50:42 Privacy Claims 1:02:43 Annoying Hype 1:05:50 Doing Better as an Industry 1:10:25 Matthew’s Favorite Project 1:14:58 Why Be Optimistic About Crypto 1:17:13 Closing & Disclaimers

------ Resources:

Matthew Green https://twitter.com/matthew_d_green

Letter to Congress https://concerned.tech/

In Defense of Crypto(Currency) https://blog.cryptographyengineering.com/2022/06/09/in-defense-of-cryptocurrency/

----- 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.

ROLLUP: Tesla Sells Bitcoin | Minecraft NFT Ban | Polygon zkRollup | Genesis 3ac | Ethereum Merge Jul 22, 2022

3rd Week of July, 2022

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: STAKING https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------

0:00 Intro

6:00 MARKETS 7:55 Is the Bear Market Over? https://messari.io/screener/bear-market-vibes-C66F0A22 15:45 Inflation https://twitter.com/MacroAlf/status/1549529768185319424 19:55 The DXY https://imgur.com/0oW7kWM 20:40 Arthur Hayes https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d 26:50 Is DeFi Back? https://thedefiant.io/defi-stalwarts-outperform 29:49 NFTs vs Tokens https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA

NEWS 33:00 The Merge Timeline https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q 36:35 zkRollup Season https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA 43:25 EVM Equivalence vs Compatible https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement 46:03 zkSync 2.0 https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ 47:40 Scroll https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw

49:12 3ac Drama Continues https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf 49:50 Genesis Lent 2.3 Billion https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ 52:40 Su Zhu Audacity https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run 55:00 Celsius Debt https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b

57:00 USDC Transparency https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw 59:05 Aave Balancer Swap https://twitter.com/llama/status/1549412411077283842 59:55 Curve Stablecoin https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg

1:00:25 OpenSea Layoffs https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/ 1:01:05 PROOF Acquires Divergence https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence 1:02:14 Minecraft Bans NFTs https://www.minecraft.net/en-us/article/minecraft-and-nfts 1:07:15 Nickelodeon Volume https://twitter.com/nickelodeon_nft/status/1549626025134370817

1:08:15 ENS Domains https://twitter.com/wongisrite/status/1549100589396758529 1:10:08 Tesla Sells Bitcoin https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ 1:12:04 Across Token Launch https://twitter.com/AcrossProtocol/status/1549439826038071296 13:36 Optic Raise https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round

1:14:10 Jobs https://pallet.xyz/list/bankless/jobs

1:16:00 Questions of the Week 1:17:30 Rocket Pool Benefits https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg 1:20:35 zk Energy Consumption https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg 1:22:30 Polygon Token Alignment https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg

1:26:30 TAKES 1:27:30 BlockFi vs Celsius https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q 1:28:35 Tech and Social https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ 1:32:55 We are Bitcoiners https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg 1:40:55 The Right Time https://twitter.com/TrustlessState/status/1549691597373194242

1:42:00 What David’s Bullish On 1:44:10 What Ryan’s Bullish On

1:47:55 Moment of Zen https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA

——- Not financial or tax advice.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Merge vs. Macro with Travis Kling Jul 20, 2022

Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.

While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.

What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Resources:

Travis Kling https://twitter.com/Travis_Kling

Ikigai Asset Management https://www.ikigai.fund/

----- 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

128 - Scariest Macro Setup In 20+ Years | Luke Gromen Jul 18, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief

Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.

On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare.

The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up.

------ 📣Rhino.Fi | Massive Mystery Airdrop https://bit.ly/3o9trRE

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌉 JUNO | BRIDGE FIAT TO LAYER 2 https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME https://bankless.cc/zkSync

------ Topics Covered:

0:00 Intro 6:08 Scariest Macro Setup In 20+ Years 14:15 Why This is the End 22:10 How’d We Get Here 26:45 Bursting Sovereign Debt Bubble 36:45 Fed Data Interpretation 42:42 How the End Game Plays Out 1:01:21 The Affect on The Average Person 1:07:35 U.S. Middle Class vs. Treasury Holders 1:14:58 The Future of Assets & Currencies 1:20:20 What Happens to Energy Commodities? 1:25:40 Equities, Gold, & Crypto 1:31:46 How to Prepare 1:36:50 Closing & Disclaimers

------ Resources:

Luke Gromen https://twitter.com/LukeGromen

Forest Through the Trees https://fftt-treerings.com/

Luke’s Youtube Channel https://www.youtube.com/c/LukeGromenFFTTLLC

Lyn Alden https://youtu.be/XaHuwUDd1C8

Jim Bianco https://youtu.be/VMNmxFzKI64

----- 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: Celsius Bankruptcy, Vitalik's Book, GHO Aave Stablecoin, 3ac StarkWare Token Jul 15, 2022

Second Week of July, 2022

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro

22:00 NEWS 24:30 Celsius Bankruptcy https://www.coindesk.com/business/2022/07/14/celsius-files-for-chapter-11-bankrupcty/ 26:30 Celsius DeFi Debts https://twitter.com/RyanSAdams/status/1546924519419514880?s=20&t=DN25Do0S6J6ryEtNdeModg 27:48 Celsius 0xb1 Jason Stone https://twitter.com/0x_b1/thread/1545153652624691200 32:02 Celsius Money Back? https://twitter.com/RyanSAdams/status/1547571532687233024?s=20&t=yTl4oCOBI1yUQX0xhWsKXg

33:00 Su Zhu and StarkWare https://twitter.com/zhusu/status/1546801270014758912?s=20&t=FD5wGwnHHtH6tJZsSNO0gw 36:30 StarkWare Token https://twitter.com/StarkWareLtd/status/1547223754832478209?s=20&t=Bf47hQ2qfHbtscx3jiCxvg

41:30 Vitalik’s New Book https://twitter.com/RyanSAdams/status/1545164294576283649?s=20&t=-oHiYIQR90FvxeAe2F7O0A 44:30 GHO Aave Stablecoin https://thedefiant.io/aave-gho-stablecoin/ 49:30 Polygon, Robinhood, Disney Accelerator https://twitter.com/0xPolygon/status/1545022519400271872 https://twitter.com/0xPolygon/status/1547253982133100544 51:04 ENS Domains https://twitter.com/twofivedev/thread/1546505824389963778 56:15 Bill Murray Cool Cat https://twitter.com/coolcatsnft/status/1546705413973966848?s=20&t=Nk6-jMtAwzwtwtE9Ffw2tg 58:30 Gamestop NFT Marketplace https://twitter.com/finestonematt/status/1546917601133076482?s=21&t=KuNjhiGmmcKTyzoZ20uqyg 1:00:38 Michael Saylor Bitcoin https://cointelegraph.com/news/btc-bull-michael-saylor-ethereum-is-obviously-a-security https://twitter.com/RyanSAdams/status/1546615920046514176?s=20&t=CJ2FC1QB7CkOR_rknfeM0w

RELEASES 1:05:18 sudoAMM https://twitter.com/sudoswap/status/1545535663365165063?s=20&t=z4VF_2nZTstIdLHW3fR9AQ 1:06:30 LensTube https://twitter.com/lenstubexyz/status/1546533325442932737

RAISES 1:07:15 Lightspeed $7 Billion https://www.theblock.co/post/157116/lightspeed-raises-over-7-billion-across-four-funds-launches-new-crypto-native-team 1:07:35 Multicoin $430m Fund https://techcrunch.com/2022/07/12/crypto-focused-multicoin-capital-launches-430m-venture-fund/ 1:08:43 LiFi Router https://twitter.com/lifiprotocol/status/1546488975174422530 1:09:34 Chris Dixon Forecaster https://twitter.com/cdixon/status/1546890612393140225 1:10:52 Gnosis Safe https://safe.mirror.xyz/zMPp8uqZpxKgeXotSFv76bd2G8lJTmghH1FDWFm604c 1:12:07 Jobs https://pallet.xyz/list/bankless/jobs

1:14:50 Questions from the Nation https://twitter.com/BanklessHQ/status/1547250346677903361 1:15:56 PoS Wealth https://twitter.com/mefford_jeremy/status/1547301425088266241?s=20 1:22:35 David and Carbs https://twitter.com/RyanSAdams/status/1547251457505869824?s=20&t=LZA3X8WFziRxIq4qlaQA-g 1:26:15 The DeFi Dance https://twitter.com/TrustlessState/status/1546166031890219009?s=20&t=4cEZgAZiUgjHLyHCtdpcUQ

TAKES 1:28:15 Spicy Vitalik https://twitter.com/VitalikButerin/status/1546776356083699712?s=20&t=Oa-t7XlX_fuXyE4sBNpxCg 1:30:00 Become a Millionaire https://twitter.com/TrustlessState/status/1544871855370149889?s=20&t=l7IqrAmRyWavzjdYP7Lk9w 1:31:20 DeFi Worked Great https://panteracapital.com/blockchain-letter/defi-worked-great/

1:31:55 What David’s Bullish On 1:33:05 What Ryan’s Bullish On https://www.nasa.gov/image-feature/goddard/2022/nasa-s-webb-delivers-deepest-infrared-image-of-universe-yet

1:36:50 MEME of the Week https://twitter.com/enjoyoor/status/1545432411630084097?s=21&t=ZOhA6SUWEtnR4i2KOj-e3w

----- Not financial or tax advice. https://newsletter.banklesshq.com/p/bankless-disclosures

Solana is Launching a Phone? | Co-Founders Anatoly & Raj Jul 13, 2022

Solana just released a flagship Android phone for web3 called Saga. And it really begs the question: does a blockchain need to have its own phone? Well, we brought on Co-Founders Anatoly Yakovenko and Raj Gokal to make the case.

Let us know what you think about this release in the comments below or on Twitter @BanklessHQ - bullish or bearish Saga and why?

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Timestamps:

0:00 Intro 6:15 Bear Market Vibe Check 10:03 Solana’s Bear Market Agenda 14:28 Why Web3 Needs a Phone? 17:30 Solana Mobile Phone Explained 25:52 The Solana Mobile Thesis 30:50 Mobile Hardware Features 33:45 Mobile Wallet Adapter 36:15 Solana dApp Store 41:40 Is Solana Mobile a Distraction? 47:00 Jason Keats & Osom 50:45 Describing the Solana Mobile Device 51:32 Competitors 54:40 Costs to Launch a Phone 56:32 Solana Centralization Critique 1:03:50 Solana Scalability

------ Resources:

Anatoly Yakovenko https://twitter.com/aeyakovenko

Raj Gokal https://twitter.com/rajgokal

Solana https://solana.com/

Solana Mobile https://twitter.com/solanamobile

----- 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

127 - Is this the End? | Lyn Alden Jul 11, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/127-lyn-alden-debrief

Lyn Alden is the Founder of Lyn Alden investment strategy and is a leading expert in macro markets. She focuses on long-term debt cycles and how it’s impacting crypto, fiat, bonds, and equities markets. This is Lyn’s third appearance on Bankless. Each time she’s on, it usually means something is breaking in the macro markets. And something definitely is.

Lyn thoroughly explains everything from whether we’re repeating history to what would turn this recession into a depression to whether or not we’re going to be okay. Don’t worry, Lyn shares her advice on how to be exactly that and more.

Her superpower is to provide clarity during unclear times and this episode is no different.

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:12 Is this the End? 11:08 Debt Cycle Arc 15:40 The Dollar Milkshake Theory 20:05 Historial Analogs 30:35 How Do We Get Stable? 38:30 Weak Market Links 48:24 Raising Rates 55:03 Deflation & Softer Landings 1:00:19 Fed Meme & Competency 1:07:52 Recession vs. Depression 1:13:06 Markets to Watch 1:18:15 Are We Going to be Okay? 1:22:58 Energy, Food, & Fertilizer Markets 1:29:21 The New Normal 1:36:02 Mental Health 1:38:37 Closing & Disclaimers

------ Resources:

Lyn Alden https://www.lynalden.com/

The Death of the Dollar Dominance https://youtu.be/_Kqcrz3u8rQ Inflation in 2021 https://youtu.be/dyDsQ-XCoNo

Fed Meme https://twitter.com/cobie/status/1542562195573297153

----- 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

First Week of July, 2022

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro

3:30 MARKETS 6:50 Macro Sentiments https://twitter.com/KobeissiLetter/status/1543591588970070016 8:35 Dollar Go Up https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar 10:35 Oil Go Down https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html 12:38 USDC Gains on Tether https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022 17:20 ENS June Numbers https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg

21:30 Voyager Goes Bust https://www.investvoyager.com/ 24:00 What Happened? https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management 25:30 The 3ac Plunge https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital 31:20 Three Arrows Capital Bankruptcy https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social 34:20 Three Arrows NFTs

37:05 Nexo Eating Vauld https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition 39:00 FTX Acquires BlockFi https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/ 42:40 Celsius WBTC Vault https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw

47:00 Sepolia Merge https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet 50:00 Facebook NFTs https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles 52:07 Solana Phone https://solana.com/news/saga-reveal 54:20 Polygon Phone https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA 56:24 Immutable Off-Ramp https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw 58:00 Reddit NFT Marketplace https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/ 59:45 Moonbirds Go Up https://twitter.com/jerrykestel/status/1544016979140427782 1:00:45 Axie Hack Story https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game 1:02:30 Uprise Big Oof https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ 1:04:54 Crypto EU Deal https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council

RELEASES 1:07:00 Aztec Connect https://twitter.com/aztecnetwork/thread/1545046832597700611 1:08:40 Bankers Going Bankless https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/ 1:09:00 Jobs https://pallet.xyz/list/bankless/jobs

1:11:00 Questions from the Nation Post-Merge Fees https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ 1:14:20 Data Sharding https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ

1:16:25 TAKES 1:16:40 Leighton Celsius Take https://twitter.com/lay2000lbs/status/1545033033392193536 1:18:40 Ruled by Adults https://imgur.com/jutmOmL 1:19:52 No New Narratives https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q 1:21:47 Bear Market Advice https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ

1:22:10 What David’s Bullish On 1:24:20 What Ryan’s Bullish On

1:27:20 MEME of the Week

----- Not financial or tax advice. https://newsletter.banklesshq.com/p/bankless-disclosures

Leaving the Bitcoin Religion with Nic Carter Jul 05, 2022

Nic Carter is Partner of Castle Island VC, host of the On the Brink Podcast, repeat Bankless guest, and recent victim of a Bitcoin maximalist (cyber hornets) attack.

Why was he swarmed? As a result and for many other reasons, he's distancing himself from these cyber hornets. Will others follow his lead?

Many assumed Nic was a Bitcoin maximalist, but really he's just Nic Carter. Who are you and what do you stand for?

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

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🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 7:50 The Cyberhornets Attack 14:45 Bitcoin Maxi Motivation 30:30 Bitcoin’s Intolerant Community 42:19 Bitcoin’s Long-term Sustainability 46:50 How Nic’s Feeling About the Bear 49:30 Macro & Crypto 58:55 Free Banking 1:05:53 Regulation 1:06:57 Why to Stay in Crypto 1:10:12 Closing & Disclaimers

------ Resources:

CZ https://twitter.com/cz_binance

Setting the record straight by Nic Carter https://medium.com/@nic__carter/setting-the-record-straight-b4e1b415e7d9

Nic’s Podcast https://onthebrink-podcast.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

126 - The Crypto Revolution | Josh Rosenthal Jul 04, 2022

Josh Rosenthal is our favorite crypto native historian. He has a Ph.D. in history, and received a Fulbright Scholarship to the Sorbonne’s Institute for Advanced Studies.

Josh moved beyond traditional academia, sold some Web2 companies, and is now a crypto investor. He’s the historian that helped us craft the Crypto Renaissance podcast episode, which many people credit as the reason why they got into crypto.

And he’s here to do it again with the Crypto Revolution on the 4th of July, harkening a new independence day for the crypto nation.

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

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⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 6:00 Josh Rosenthal 14:43 The Broad Themes of History 23:33 A Permissioned World 28:40 The Context of Revolution 36:21 Taxation and Value 42:30 The Revolutionary Goal 46:34 Launching an Experiment 50:51 Coordination 54:07 The Whiskey Rebellion 1:02:45 Flawed Policies 1:07:45 Net Improvements 1:16:28 Vocation 1:23:52 The Land of Opportunity 1:30:24 The Public Forum 1:37:50 Permissionless Building 1:45:40 Digital States 1:51:25 Make things easier 1:57:30 Get building 1:59:58 Help others 2:05:00 Closing

------ Resources:

Josh Rosenthal https://twitter.com/JoshuaRosenthal?s=20&t=_dhf5sZnqBpbG_SMeKcvrg

The Crypto Renaissance https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal

----- 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

CZ's Bear Market Plans Jul 02, 2022

Every company is handling the bear market differently. CZ and Binance are no different. What are they up to? Has their overall strategy changed? How have they been affected? Hear answers to all of these questions and much more in the livestream.

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

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🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool

⚖️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

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 3:15 How Binance is Holding Up 5:54 Binance's Opportunities 8:40 Bear Market Positioning 11:56 How Long Will the Bear Last? 17:09 Hiring at Binance 19:56 CZ Meme & His Future 23:36 Binance's Future 29:38 Binance is Worldwide 37:00 The Future of BNB Chain & Use Cases 41:16 $BNB 44:10 Concerns of Binance Centralization 50:58 Why CZ is in Crypto 55:53 What Crypto Looks like in 5-10 Years

------ Resources:

Binance https://twitter.com/binance

CZ Photoshop https://twitter.com/cz_binance/status/1537013824666095617

----- 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: 3AC Meltdown Continued | BlockFi Down Bad | Grayscale Sueing the SEC | Contagion Market?! Jul 01, 2022

Last Week of June, 2022

------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless

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🦁BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger

------ Topics Covered:

0:00 Intro 5:10 Markets 5:15 BTC Price 5:35 ETH Price 6:55 ETH BTC Ratio 7:05 Crypto Market Cap 7:50 FED WATCH 8:00 Who’s to Blame For Inflation? https://ritholtz.com/2022/06/inflation-blame-15/ 11:58 How’d We Get Here? Dan from Pantera https://panteracapital.com/blockchain-letter/the-feds-twin-policy-errors/ 15:10 WSJ: Rising Interest Rates Will Crush the Federal Budget https://www.wsj.com/articles/high-interest-rates-will-crush-the-federal-budget-inflation-debt-spending-costs-recession-economy-11656535631

20:00 3AC Meldown Continued 20:22 Crypto Hedge Fund Three Arrows Ordered by Court to Liquidate https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404 23:55 Voyager $660M Unsecured Loan https://decrypt.co/103892/voyager-digital-issues-three-arrows-capital-default-notice 29:49 Three Arrows Capital Liquidation Ordered in British Virgin Island https://www.coindesk.com/business/2022/06/29/three-arrows-capital-liquidation-ordered-in-british-virgin-isles-report/ 29:55 Su Zhu’s Yacht https://twitter.com/AutismCapital/status/1540001243795542018 31:25 Vitalik Subtweet

33:19 BlockFi 33:22 Where it Started https://www.coindesk.com/business/2022/06/16/blockfi-liquidated-three-arrows-capital-report/ 35:25 FTX Seeks to Acquire BlockFi https://www.theblock.co/post/154929/ftx-blockfi-deal-sources 35:30 New Morgan Creek Bid https://blockworks.co/blockfi-has-a-new-bidder-in-morgan-creek-report-says/ 40:15 BlockFi Is Pursuing Plans to Go Public https://www.coindesk.com/business/2021/07/22/blockfi-is-pursuing-plans-to-go-public-even-as-regulators-close-in/ https://www.theblock.co/post/155069/ftx-walked-away-from-celsius-deal 42:15 4 Big Takeaways https://www.theblock.co/post/154681/a-leaked-investor-call-revealed-morgan-creeks-bid-for-blockfi-here-are-four-more-big-takeaways-from-the-call

43:30 Grayscale Sueing the SEC 40:35 SEC Rejects Grayscale’s Spot Bitcoin ETF Application https://www.coindesk.com/policy/2022/06/30/sec-rejects-grayscales-spot-bitcoin-etf-application/ 45:35 Michael Sonnenshein Didn’t Like That https://twitter.com/Sonnenshein/status/1542311510055292928 45:45 Grayscale Sues SEC https://www.globenewswire.com/news-release/2022/06/30/2471737/0/en/Grayscale-Investments-Initiates-Lawsuit-Against-the-SEC.html

52:10 NEWS 52:30 MakerDAO 52:42 Controversial MakerDAO Governance Vote https://twitter.com/labsGFX/thread/1541488156909912065 https://vote.makerdao.com/polling/QmWYajMq#vote-breakdown 54:22 Post-vote Thread From Hasu https://twitter.com/hasufl/status/1542196610775629824 57:03 Lido Voters Reject Growth Limit For ETH2 https://thedefiant.io/lido-rejects-self-limiting/ 57:25 Hasu Co-authored a Proposal for Lido stETH Governance https://twitter.com/hasufl/status/1535275167177490438 57:30 Proposal https://research.lido.fi/t/ldo-steth-dual-governance/2382 59:20 Arbitrum Odyssey 1:00:25 Odyssey Paused! https://twitter.com/arbitrum/thread/1542159105946787840 1:01:15 Dune Analytics Data https://dune.com/springzhang/arbitrum-odyssey-event-tracking 1:03:39 Optimism’s TVL Doubles https://thedefiant.io/optimism-layer-2s-surge https://l2beat.com/ 1:05:00 Merge Watch 1:05:10 Sepolia on July 6th https://twitter.com/sassal0x/status/1540352501605490689

1:05:30 NFTs 1:05:35 NFTs Down Down Down https://dune.com/hildobby/NFTs 1:06:00 ENS.Vision https://www.ens.vision/market https://dune.com/makoto/ens

1:06:45 BITCOIN Michael Saylor’s MicroStrategy $10M Purchase https://www.coindesk.com/business/2022/06/29/michael-saylors-microstrategy-purchased-another-10m-of-bitcoin-over-past-two-months

1:09:19 REGULATION China Covid Bankrun Stoppage https://twitter.com/NeerajKA/status/1541397028089073664

1:11:58 MISC Horizon Bridge Hack $100M https://twitter.com/harmonyprotocol/status/1540110924400324608 North Korea https://www.coindesk.com/business/2022/06/29/north-korean-hacking-group-behind-100m-horizon-bridge-hack-report/

1:13:10 RAISES Digital Wallet Maker Dynamic Raises $7.5M a16z https://thedefiant.io/dynamic-wallet-fundraise/

1:14:08 Jobs https://pallet.xyz/list/bankless/jobs

1:16:30 Community Questions 1:16:52 L2 vs Cross L1 Bridging Risk https://twitter.com/miner89r/status/1542272305627283466 1:20:38 Best dApps to Get Started https://twitter.com/kangaman_gus/status/1542179373070970881

1:23:48 TAKES 1:23:51 Why CeFi is breaking https://twitter.com/TrustlessState/status/1542284015796895744 1:24:50 Ryan Follow Up https://twitter.com/RyanSAdams/status/1542493426687541250 1:25:50 And You’ll Be Happy https://twitter.com/aubreystrobel/status/1541509159455277058 1:26:34 Internet Security https://twitter.com/kobigurk/status/1539140832615440385 1:27:22 Ethereum Rollup vs. Cosmos https://twitter.com/bkiepuszewski/status/1541065105634385922

1:28:55 What David’s Bullish On 1:30:09 What Ryan’s Bullish On https://twitter.com/RyanSAdams/status/1542504457140707341

1:35:20 MEME of the Week https://twitter.com/jackniewold/status/1539939621848727555

1:38:20 Disclaimers

1:38:43 Moment of Zen https://twitter.com/functi0nZer0/status/1542571158905786368

----- Not financial or tax advice. https://newsletter.banklesshq.com/p/bankless-disclosures

Bear Market War Stories with DCinvestor & Eric Conner Jun 29, 2022

On this episode of Bankless, we welcome back DCinvestor and Eric Conner to share their multicycle bear market war stories. But that’s not all!

They also unpack why they keep on deciding to stay every cycle, what’s different about this cycle vs. previous cycles, the role leverage and macro conditions have played, and their hard-hitting, gigabrain advice for first-time cyclers and multicyclers alike.

Survive and advance, anon. We’re going to make it.

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

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👻 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 4:03 Being a Multicycle Vet 11:31 Market Phases 19:12 Credit to Staying 26:03 High Conviction High Loss 32:37 Regulator Fear 41:31 Lessons From This Cycle 49:00 Leverage 56:34 Macro Conditions 1:30:50 The Merge vs. Macro 1:09:00 Advice for Newcomers

------ Resources:

DCinvestor https://twitter.com/iamDCinvestor

Eric Conner https://twitter.com/econoar

Devil Take the Hindmost: A History of Financial Speculation https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806

----- 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

dYdX Abandons Ethereum?! with Founder, Antonio Juliano Jun 29, 2022

Last week, one of Ethereum’s biggest L2-integrated dapps — derivatives giant dYdX — announced plans to depart Ethereum upon its upcoming v4 release. The destination? A fully sovereign blockchain on the Cosmos Tendermint consensus protocol, built using the Cosmos software development kit.

We brought on dYdX, Founder, Antonio Juliano to discuss this announcement and so much more.

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

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👻 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 7:00 The Announcement 14:38 Creating the Best Product 25:10 Decentralization 33:50 The Risks 37:55 Wallets 40:07 Staking Validators 46:05 Monetary Policy & Latency 54:44 Tradeoffs with Ethereum 59:55 Legal Reasons 1:06:00 Real Centralization 1:14:20 Bridging & Composability 1:24:00 Closing

------ Resources:

Antonio on Twitter: https://twitter.com/AntonioMJuliano

Announcement: https://twitter.com/dYdX/status/1539607062291877889

Why Would a dApp Leave Ethereum Right Now? https://newsletter.banklesshq.com/p/dydx-cosmos-ethereum?

----- 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

Resilient DeFi with Kirk Hutchison | Layer Zero Jun 28, 2022

Kirk Hutchison is the Co-Founder of Volt Protocol, an inflation hedged stablecoin built on Ethereum. Kirk is widely known as the gigabrain’s gigabrain when it comes to all things DeFi.

As inflation continues to rise, Kirk couldn’t have joined at a better time. However, Kirk and David dive into much more than inflation.

On this episode, Kirk explains symmetric money systems, self-referential feedback mechanisms, the problems with DeFi today, what Volt is and its future, and so much more.

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

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❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool

👻 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 4:45 What Kirk Thinks About 8:36 Decentral Bank Terms Explained 13:45 What is a PSM? 18:16 The Bankless Thesis 21:20 Fully Symmetric Money System 28:05 Why is Fixed Rate a Problem? 32:12 Self-Referential Feedback Mechanisms 40:45 The Problems with DeFi Today 47:40 DeFi Utopia vs. Dystopia 1:00:55 What is Volt & Its Future? 1:09:25 Governance Token Design 1:13:35 8% Yield to Combat Inflation in DeFi 1:19:20 Closing

------ Resources:

Kirk https://twitter.com/OneTrueKirk

Volt Protocol https://twitter.com/voltprotocol

----- 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

125 - Ethereum's Hidden Power Structures | Matt Cutler Jun 27, 2022

Matt Cutler is the Co-Founder and CEO of Blocknative and a gigabrain when it comes to Ethereum’s hidden power structures and all things blockchains.

As Ethereum approaches the merge, these power structures are going to change. What will this post-merge future look like? Will users get paid to use Ethereum?

Matt explains everything from first principles and it helps illustrate the complexities of everything discussed in this insightful episode. By the end of it, you’ll have a better understanding of the purpose of blockbuilders, the new post-merge roles, all things MEV, and so much more.

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

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❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool

👻 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 6:27 The Reason for the Merge 10:07 The Values PoS Preserves 13:45 Blockbuilding Explained 16:35 Mining Pools & Incentive Categories 30:25 Why Decentralizing Power Matters 33:40 The Future State of Ethereum 39:21 The Post-Merge World Roles Explained 45:25 MEV Searchers vs. Blockbuilders vs. Stakers/Validators 55:45 PBS & MEV Boost & Who Are the Blockbuilders 1:03:50 Economic Rewards for Blockbuilders 1:17:19 Ethereum Will Eventually Pay Users? 1:19:40 Can Ethereum Stay Decentralized? 1:26:22 ETH The Asset 1:31:39 Where MEV Exists 1:35:16 How Blocknative Fits into All of This 1:37:30 Closing & Disclaimers

------ Resources:

Matt Cutler https://twitter.com/mcutler

Blocknative https://twitter.com/blocknative

End Game with Vitalik https://youtu.be/b1m_PTVxD-s

Ultra Scalable Ethereum https://newsletter.banklesshq.com/p/ultra-scalable-ethereum

The Guide to the Ethereum Roadmap with Jon https://youtu.be/xuLyZaty9iI

----- 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: 3AC Further Contagion | dYdX Leaves Ethereum | Huge Uniswap Acquisition Jun 24, 2022

4th Friday of June, 2022

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

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------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool

👻 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 1:25 Markets 1:30 BTC Price 2:20 ETH Price 3:45 ETH BTC Ratio 4:40 Crypto Market Cap ETH Gas Markets https://dune.xyz/hildobby/Gas 6:00 BTC Fell https://twitter.com/DocumentingBTC/status/1538191897977569281 7:00 GPU Markets getting flooded! https://twitter.com/hms1193/status/1539172196983230464

11:33 Voyager https://twitter.com/tier10k/status/1539578302289117185 https://twitter.com/investvoyager/status/1537919249594732544 18:30 BlockFi Raise Troubles https://twitter.com/fintechfrank/status/1537869616499896320 https://twitter.com/BlockFiZac/status/1539216594383028224 https://twitter.com/fintechfrank/status/1537869616499896320 3AC Contagion Backstopped by FTX

19:57 dYdX V4 on Cosmos https://dydx.exchange/blog/dydx-chain 26:20 Tweets from Antonio https://twitter.com/AntonioMJuliano/status/1462455087826030597 https://twitter.com/AntonioMJuliano/status/1462455083719823363 28:16 Polynya Take https://twitter.com/epolynya/thread/1539615550271156225

32:30 Uniswap Acquires Genie! https://twitter.com/Uniswap/status/1539306956002820096 https://uniswap.org/blog/genie 34:14 ICYMI https://youtu.be/9fqJzS08pPc

36:20 NEWS 36:47 Arbitrum Odyssey Campaign https://twitter.com/arbitrum/thread/1537942315871793154 https://twitter.com/arbitrum/status/1537942325577428993 40:05 William Peaster Article https://newsletter.banklesshq.com/p/arbitrum-odyssey-begins- 40:23 DeFi Down Bad Controversial Solend proposal https://realms.today/dao/7sf3tcWm58vhtkJMwuw2P3T6UBX7UE5VKxPMnXJUZ1Hn/proposal/HuaL6cDtuNtfnJgvwMnYiZDHVCoLAuDtVFgJD8kYChJ4 https://twitter.com/FatManTerra/thread/1538448035885240321 44:45 Bancor Pulled the Plug on IL Protection https://blog.bancor.network/market-conditions-update-june-19-2022-e5b857b39336?gi=b4ee96b34923 46:01 Spicy Hasu Take https://twitter.com/hasufl/thread/1538774433359441920 49:49 Merge Watch https://twitter.com/nethermindeth/status/1538830020491333635 51:00 New Lido Validators https://twitter.com/LidoFinance/status/1539322089794043904 51:45 Swell Testnet https://twitter.com/swellnetworkio/status/1539506486199480320

54:33 NFTs 54:34 Cryptopunks! Christie’s Web3 Expert Leaves Auction House to Run CryptoPunks for Yuga Labs https://www.coindesk.com/business/2022/06/19/christies-web3-expert-leaves-auction-house-to-run-cryptopunks-for-yuga-labs/ https://twitter.com/NonFungibleNoah/thread/1538584141419143168 https://twitter.com/nansen_intern/status/1538602437510152196 57:16 Pharrell as Chief Brand Officer of Doodles https://decrypt.co/103503/doodles-nfts-announces-pharrell-as-chief-brand-officer-fundraise-led-by-alexis-ohanian 57:35 TIME Sandbox Partnership https://twitter.com/CryptoGucci/status/1539360336620437504

1:00:20 MISC 1:01:00 Elon Musk accused of Dogecoin Ponzi https://www.theblock.co/post/152538/tesla-ceo-elon-musk-accused-of-dogecoin-ponzi-scheme-in-new-class-action-lawsuit https://twitter.com/RyanSAdams/status/1537513636071100417

1:02:10 Jobs https://pallet.xyz/list/bankless/jobs

1:04:10 RELEASES 1:04:13 Immutable X $500m Developer & Venture Fund https://twitter.com/Immutable/status/1537768342739890176 1:05:00 Tether releases British Pound Stablecoin https://www.theblock.co/post/153447/tether-british-pound-stablecoin-gbpt

1:06:30 RAISES 1:06:33 Ex-Sushi CTO Raises $8M for NFT Lending Platform Astaria https://www.coindesk.com/business/2022/06/20/ex-sushi-cto-raises-8m-for-nft-lending-platform-astaria/ 1:08:28 Magic Eden raises $130M https://techcrunch.com/2022/06/21/magic-eden-raises-130m-hitting-unicorn-status-at-1-6b-valuation/

1:11:15 Community Questions https://twitter.com/WEBthe3rd/status/1539668101390045184

1:16:00 TAKES 1:16:01 Digital Tattoos https://twitter.com/Smooch_Axie/status/1537536182309081095 1:17:49 DeFi Legos vs CeFi Dominoes https://twitter.com/AnnaRRose/status/1537809640607649795 1:18:40 Coinbase Dicking Around https://twitter.com/pythianism/status/1537474024351051776

1:20:49 What Anthony’s Bullish On https://thedailygwei.substack.com/ https://www.youtube.com/c/TheDailyGwei/videos 1:23:00 What David’s Bullish On https://twitter.com/BanklessHQ/status/1539663872331620352

1:24:10 MEME of the Week https://twitter.com/CryptoKaleo/status/1537574446998949888

----- Not financial or tax advice. https://newsletter.banklesshq.com/p/bankless-disclosures

124 - Is Mark Cuban Buying the Bear? Jun 22, 2022

Mark Cuban of ABC’s Shark Tank, owner of the Mavs, and seasoned entrepreneur and investor joins us for Round Two of Bankless.

Hear what Mark’s been up to since his first Bankless appearance, how he explains crypto to noobs (hint: he doesn’t), what he envisions next for crypto, how long he believes the bear will last and so much more!

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool

👻 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 4:50 What Mark’s Been Up To? 6:20 2017 vs. 2022 Cycle Differences 7:10 Mark’s Crypto Interest Development 16:56 How to Explain Crypto to Noobs 20:21 Macro Components to the Bear 26:10 ETH vs. BTC 30:37 Payments 32:51 What’s Next For Crypto? 34:20 How Long Will the Bear Last? 38:50 Where Mark’s the Most Optimistic 45:50 ReFi, Positivity, & Advice

------ Resources:

Mark Cuban https://twitter.com/mcuban

1st Appearance on Bankless https://youtu.be/l3ptz8qvZcg

----- 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

Hayden Adams on Uniswap's Announcement?! | State of the Nation Jun 22, 2022

Just in time for NFT NYC, Hayden Adams comes to Bankless to reveal some secret announcement!

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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

------ Timestamps: 0:00 Intro 5:15 Feelings Check-In 11:30 Uniswap Labs vs. Uniswap Protocol 23:47 Huge Uniswap Announcement 31:34 NFTs & Uniswap 36:15 Uniswap Airdrop?! 41:06 Is Genie Pivoting? 43:54 The Future of Uniswap Labs 50:18 Closing & Disclaimers

------ Resources:

Hayden on Twitter: https://twitter.com/haydenzadams

Announcement: https://uniswap.org/blog/genie

----- 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

Monolithic to Modular DAOs with Julz Rosenberg | Layer Zero Jun 21, 2022

How do DAOs go from monolithic to modular? Julia aka Julz Rosenburg has the answer. Julz is the Co-Founder of Orca Protocol, a project trying to uncomplicate coordination by mirroring human coordination. How? One word: Pods!

In their current state, most DAOs have coordination and hierarchical problems. However, with the help of Julz and the Orca Protocol team, this won’t always be the case.

Why are pods essential for the future of DAOs and work? What obstacles stand in the way to achieve this future? Why aren’t you pod-pilled yet? Answers to these questions and so much more in the episode.

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

------ 🚀 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

🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool

👻 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 4:31 What Julz is Here To Do 9:07 History & Summary of Governance 14:48 Trustware vs. Socialware 20:43 Innovation on the Trustware Layer 22:16 Orca Protocol 25:10 Why Pods Matter 30:30 DAO Governance Critiques 36:07 The U.S. Governance System 39:10 The Future of Work 43:34 Monolithic to Modular DAOs 48:05 DAO Metaphors 50:42 How to Get Culture to Scale Exponentially 56:03 Pod Coordination 57:40 DAO Governance Optimism 59:28 Julz’s Advice & Resources for DAOs 1:01:18 Orca’s Product & Capturing Resources

------ Resources:

Julz on Twitter https://twitter.com/JulzRoze

Orca Protocol https://www.orcaprotocol.org/ https://twitter.com/OrcaProtocol

----- 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

123 - Investing in the Chainsmokers | Drew Taggart & Alex Pall Jun 20, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/123-the-chainsmokers-debrief

------

Drew Taggart and Alex Pall make up The Chainsmokers, one of the most popular electronic music groups in the world. Music isn’t their only passion, though. In their latest album, “So Far So Good,” they experimented with music NFTs via the Royal platform.

As some of the most successful creators and also investors, Drew and Alex are reshaping what it means to be a creator. With community at the forefront, The Chainsmokers are a duo that you should be paying closer attention to.

How did The Chainsmokers come to be so successful? What are their plans for the future of their crypto trajectory and community? Answers to these questions and so much more in the interview!

------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional

------ 🚀 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

🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool

👻 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 4:28 How the Chainsmokers Came to Be 16:05 Developing a Business Mindset 25:32 Alex & Drew’s Chemistry 34:42 Jumping into Investing 38:24 The Mantis Thesis 44:08 Investing, Music, & Product Market Fit 46:50 The Chainsmokers Investing Stigma 53:08 Activist Investing 1:01:14 The Chainsmoker’s Entrance into Web3 1:09:20 The Chainsmoker’s Mint with Royal 1:19:02 What Happens Next? 1:25:08 Alex & Drew’s Crypto Portfolio 1:27:20 Closing & Disclaimers

------ Resources:

The Chainsmokers https://thechainsmokers.com/

Mantis VC https://www.mantisvc.com/

The New Chainsmokers Album https://open.spotify.com/album/1CxCEPIZbaE28qUDW4wN0t

Royal https://royal.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 Crash | Celsius Insolvent? | 3AC Su Zhu | Interest Rate Hike | Jack Dorsey Web5 Jun 17, 2022

3rd Week of June, 2022

------

📣 NOTIONAL | Real DeFi Yield

https://bankless.cc/Notional

------

🚀 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

🏦 ROCKET POOL | STAKE YOUR ETH

https://bankless.cc/RocketPool

👻 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

3:00 Markets

3:30 BTC Price

4:10 ETH Price

5:35 ETH BTC Ratio

6:35 Crypto Market Cap

https://imgur.com/Khft6ly

10:04 ETH Gas Markets

https://dune.xyz/hildobby/Gas

11:40 Capital D Depression?

15:40 The 5 Stages of Grief

23:06 The Fed

25:10 Inflation

https://twitter.com/srust99/status/1535311767051685891?s=21&t=uylJWSACuCRyhn4c3X_4Pw

27:40 Raising Rates

https://www.cnbc.com/2022/06/15/fed-hikes-its-benchmark-interest-rate-by-three-quarters-of-a-point-the-biggest-increase-since-1994.html

31:15 Era of Low Rates

https://twitter.com/pythianism/status/1537291975874883585?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ

32:50 It’s a Gift

https://twitter.com/ryansadams/status/1537158104114249729?s=21&t=dDY8P_LAR1_l4i7kHtYHsg

34:15 Forced Sellers

https://twitter.com/spencernoon/status/1537118361741574146?s=20&t=rFijGueucmaFaUe8vAbFYw

36:30 Celsius Insolvent

https://twitter.com/celsiusnetwork/status/1536169010877739009?s=21&t=jPTE4Q71OVuWgL63RjqckQ

38:36 Explaining Celsius

https://coinmetrics.substack.com/p/state-of-the-network-issue-159?s=r

44:47 Fake DeFi

https://twitter.com/jonwu_/status/1536476104986267648?s=20&t=Vq6402VVpR6g6H27i7Xz4A

53:21 Three Arrows Capital

https://twitter.com/coindesk/status/1536993553301266434?s=21&t=BUJLJpC8IiMIFpvOmBVjKg

54:40 3AC Thread

https://twitter.com/Danny8BC/thread/1537224378554806272

57:48 Su Zhu Speaks

https://twitter.com/zhusu/status/1536876343815983104?s=20&t=HHew8akRu1alggguMYy9NQ

1:00:10 Robert Leshner Take

https://twitter.com/rleshner/status/1536928363276812289?s=20&t=CwUW9f9evuUGwa5jRU8XXg

1:00:57 Controversial Meme

https://twitter.com/BanklessHQ/status/1536905741763846144?s=20&t=BRC7aGq6m6LGboJZq_OwKg

1:02:15 Not the End

https://twitter.com/RyanSAdams/status/1537028975918125057?s=20&t=T-ZfuPh-m06xSIGoR1Xk4Q

1:03:05 Layoffs

https://twitter.com/coinbase/status/1536682940347785216?s=20&t=34AeABxOaZm6K4-kgFBJaQ

Binance Hiring: https://twitter.com/cz_binance/status/1537013824666095617?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ

1:05:30 Jobs

https://thedefiant.io/stolen-op-returned/

1:08:00 NEWS

1:09:30 Optimism Exploit Returned

1:11:05 Difficulty Bomb Delay

https://decrypt.co/102703/ethereum-core-devs-delay-crucial-difficulty-bomb-for-two-months

1:13:30 NYSE Prez to Uniswap

https://twitter.com/Uniswap/status/1537081901839695872?s=20&t=2jKMZplOlLuYaxMvDnp6Lg

1:15:08 NFTs

https://thedefiant.io/nft-roundup-goblintown/

1:18:30 Jack Dorsey’s Web5

https://www.theblockcrypto.com/linked/151407/jack-dorseys-bitcoin-venture-tbd-unveils-proposal-for-decentralized-web-platform

1:22:25 Throwing Shade

https://twitter.com/pmarca/status/1535375413630840832?s=20&t=Q-9W07htZY811X3QGj6Utw

1:24:18 Coin Center Sues IRS

https://www.theblockcrypto.com/linked/151515/coin-center-sues-treasury-and-irs-claims-tax-reporting-rule-unconstitutional

1:25:40 Circle Euro Coin

https://twitter.com/jerallaire/thread/1537421727625580545

1:26:20 RELEASES

Lens Share: https://twitter.com/apoorvlathey/status/1536428243280007168?s=20&t=KPGASdjLzPuL6mrl8WoddA

Hop Claim: https://twitter.com/HopProtocol/thread/1534963591698427909

Seaport: https://twitter.com/opensea/thread/1536756396158599168

1:30:00 Community Questions

1:30:30 stETH Lido

https://twitter.com/KristinaKlaudy1/status/1537425505095385089?s=20&t=9J79BYVgOjRrdzG-u4-vOg

1:34:35 ETH Price

https://twitter.com/dragondad123/status/1537424723063189505?s=20&t=9J79BYVgOjRrdzG-u4-vOg

1:37:00 TAKES

1:37:20 Government Names

https://twitter.com/VitalikButerin/status/1535211774697414660?s=20&t=ggAxpBT3HGy2Kyd0GGws2A

1:39:20 DeFi Takes

https://twitter.com/TrustlessState/status/1537111461729902602?s=20&t=Um_PxwyiA4JfqLnUObMuhw

https://twitter.com/RyanSAdams/status/1536179744638701570?s=20&t=6MVEsJtRhj-LxWS50gvz2A

https://twitter.com/mhonkasalo/status/1536837789345521664?s=20&t=GS6fjA8AGrPT7IASGpmFYg

1:42:18 What David’s Bullish On

https://newsletter.banklesshq.com/p/8-projects-im-bullish-on-this-bear

1:45:40 What Ryan’s Bullish On

https://twitter.com/ryansadams/status/1537036424507432960?s=21&t=BUJLJpC8IiMIFpvOmBVjKg

1:48:10 MEMEs of the Week

https://twitter.com/chrisjbakke/status/1536387971145867264?s=21&t=bY_7p77hrpQbvSu0Rko-IA

Transitory

https://www.reddit.com/r/wallstreetbets/comments/vapx46/is_that_inflation/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

-----

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

How Bad will Inflation Get? | Jim Bianco Jun 15, 2022

Tell us the truth, Jim. Are we doomed?

------ METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 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

ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

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 5:30 Why is Inflation Breaking Everything? 9:55 Indicators 12:36 Is inflation a big deal? 16:51 Destroying Wealth 21:13 Bond Markets 27:45 Bonds and Interest Rates 31:51 Volatile Commodities 34:35 Oil 38:45 Reducing Spending 46:00 The Global Markets 54:30 The Meta Black Swan Event 1:00:20 Bankrupting Sovereigns 1:07:45 The Great Reorganization 1:12:00 What Happens Next? 1:15:40 Closing

----- Resources:

Jim Bianco: https://twitter.com/biancoresearch?s=20&t=tFtQalkxjU6PAptGxFkfaQ

Tweets from the Episode: https://twitter.com/biancoresearch/status/1536183102506139648?s=20&t=BC9X_HA07wKzkMkPMt4yIQ https://www.economist.com/finance-and-economics/2022/04/23/does-high-inflation-matter https://twitter.com/biancoresearch/status/1536204256801349635?s=20&t=nQxIOLDkCDCR8q_6--wwpw https://twitter.com/biancoresearch/status/1536713031849213956?s=20&t=pia3hx_qRgKaxNl0G-LyuA https://twitter.com/LukeGromen/status/1534990729042444301?s=20&t=N11OFoW-n62j2CrzrYUiBw https://twitter.com/robustus/status/1535645524556230656?s=20&t=oMjZY63pCEofa4VDbWjaaQ

----- 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

🚨EMERGENCY BEAR MARKET EPISODE: What to do if you're scared Jun 14, 2022

Livestreamed Tuesday June 14th @ 10am EST

Ryan and David cover some of the current news in the market, and discuss bear market emotions.

If you need a shoulder to lean on, we gotchu fam.

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 3:50 How David Feels About the Bear 7:15 How Ryan Feels About the Bear 12:15 1st Time Cyclers 20:39 Veteran Cyclers 23:23 What Happened with Prices 30:50 Where's the Bottom? 37:40 What's Driving the Bear Market? 51:32 The Bull Case for Recovery 1:01:56 Conviction, When & How Much to Buy 1:05:04 Concluding Advice 1:10:53 Closing & Disclaimers

----- 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

Luke Burgis | Layer Zero Jun 14, 2022

Humans are mimetic creatures that crave their respective desires. But how do these desires work when paired with crypto? Luke Burgis explains. Luke is the author of, “Wanting: The Power of Mimetic Desire in Everyday Life.”

Mimetic desire is a part of everything. After this interview, you’ll start to see it everywhere. Where does the apex of mimetic desire lead? Is it good or bad for society? How did learning about mimetic desire impact Luke’s life? Hear the answers to these questions and much more in the episode.

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 3:43 Luke’s Background 7:40 Crypto & Mimetic Desire 15:40 The Leverage Component 20:32 Manias and Mimesis 24:50 Defining Mimetic Desire 31:13 Eyes 37:16 Trajectory of Mimetic Desire 46:47 Consequences of Mimetic Desire 55:55 How Luke Has Personally Changed 1:00:20 Desires 1:08:00 Good or Bad For Society?

------ Resources:

Luke Burgis on Twitter https://twitter.com/lukeburgis

Luke Burgis’s Website https://lukeburgis.com/

Wanting by Luke https://www.amazon.com/gp/product/1250262488/

Luke’s First Bankless Appearance https://youtu.be/5cln_TL-bGI

Manias and Mimesis Essay https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3469465

----- 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

122 - Crypto's Bull Shark | Kevin O'Leary (Mr. Wonderful) Jun 13, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode

https://shows.banklesshq.com/p/122-kevin

------

Kevin O’Leary of ABC’s Shark Tank and renowned investor joins us on Bankless to share how he was crypto-pilled.

Just a few years ago, Mr. Wonderful was a crypto bear shark. Fast forward to today, he has investments in over 32 cryptocurrencies and projects. He’s even evangelizing crypto in Washington and all over the world!

What clicked for him? What’s holding the industry back? How is he thinking about the future of the space? Answers to these questions and so much more in the interview!

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 5:27 Mr. Wonderful in Washington 9:13 Will the Government Get it Right? 12:31 Convincing the Skeptics 18:44 Kevin’s Crypto Portfolio 25:15 The Bull Shark on the Bear Market 28:06 Legislation Obstacles 30:40 Advice For New Crypto Users 35:13 Kevin O’Leary’s Crypto Brand 37:48 What Happens Next? 42:12 WonderFi 44:11 Closing & Disclaimers

------ Resources:

Kevin O’Leary https://twitter.com/kevinolearytv

WonderFi https://www.wonder.fi/

----- 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

Voltz Protocol | ALPHA LEAK with Simon Jones Jun 12, 2022

Voltz Protocol is “a novel defi primitive, powering leveraged interest rate swaps. The first ever synthetic interest rate swap AMM, Voltz AMM utilizes concentrated liquidity, creating a market that’s c.3000x more capital efficient.”

With close ties to Uniswap’s V3 model, Voltz aims to disrupt the interest rate swap market, which currently accounts for over $1 Quadrillion (four commas!)

CEO & Co-founder Simon Jones joins this Alpha Leak to discuss the mechanics, roadmap, and token(?) for this exciting New DeFi primitive.

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 6:00 Voltz Protocol 11:15 Interest Swap Markets 16:00 From Chaos to Order 18:45 Leveraged Interest 23:57 How Voltz Works 29:40 Voltz and Uniswap 34:30 Speedrunning Markets 39:22 Voltz Roadmap 43:04 The Magnitude of Yield 46:25 Liquidity Providing 50:08 Voltz Token? 52:07 Get Involved

------ Resources:

Simon on Twitter: https://twitter.com/0xSimonJones?s=20&t=LfUW7pisIXvB6IXanyaWsQ

Voltz Protocol: https://www.voltz.xyz/

----- 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 Bill | OP Wintermute | Illuvium Land Sale | PayPal Crypto | ApeCoin Ethereum Jun 10, 2022

1st Full Week of June, 2022

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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

3:40 MARKETS 4:05 BTC Price 5:25 ETH Price & Ratio 8:15 Total Crypto Market Cap 8:35 Fed Watch https://www.youtube.com/watch?v=nzGMSKbqjco 12:55 S&P Trading Range https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ 14:10 Historic Downtrends https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ 17:09 Is the Bottom In? https://twitter.com/RyanSAdams/status/1534214035775930369?s=20&t=PgOB_giLsY0ruzmCjNf2Xg 18:52 Arthur Hayes https://entrepreneurshandbook.co/shut-it-down-15d230b28089 22:24 Bottom Checklist https://www.youtube.com/watch?v=cIyxIYd8AzY 26:25 State of the Bear https://twitter.com/mrjasonchoi/status/1533157547204833280?s=20&t=MouipAFckt5tBzWVlAsX_Q 31:00 Market Meme https://twitter.com/JadedCapital/status/1534159961260892163?s=20&t=cHUeFE6WQj53jmQUiwSajg 32:40 Burning ETH https://twitter.com/sassal0x/status/1533758315267665920?s=20&t=Zov7f0A-pR8auAhF3liUlw

37:00 The Ropsten Merge! https://twitter.com/lightclients/status/1534568543198527491?s=20&t=JSYI9AFcKSfwqgwAk-xJSg 39:40 Dress Rehearsal https://twitter.com/BanklessHQ/status/1534701665772773376?s=20&t=BW4kTDm3LEofxUeCqiVM3Q 40:35 Great Success! https://twitter.com/dannyryan/status/1534928763057631232 42:25 Merge Odds https://twitter.com/PolymarketHQ/status/1534573695741612032?s=20&t=UDosiK6ra7MFZTLGYH05MQ 43:26 Timelines https://shows.banklesshq.com/p/ethereum-merge-updates-tim-beiko 46:07 Electricity https://twitter.com/drakefjustin/status/1534857446203834368?s=21&t=NUEmAxr8h0x_3KPC-wgIKQ

48:42 20m OP Wintermute Fumble https://plaid-cement-e44.notion.site/A-Message-to-the-Community-from-the-Optimism-Foundation-f49b913bb0974d8a854a8bdd409a9dd6 51:50 Kain’s Takes https://twitter.com/kaiynne/status/1534653450692497408?s=20&t=eYPpC7L9k3u4VrJ4tQQ8hQ

53:15 The Crypto Bill https://www.gillibrand.senate.gov/news/press/release/-lummis-gillibrand-introduce-landmark-legislation-to-create-regulatory-framework-for-digital-assets

1:00:00 NEWS 1:02:30 PayPal External Transfers https://twitter.com/Blockworks_/status/1534198854077251585 1:04:40 Bored Ape Ethereum https://forum.apecoin.com/t/aip-41-keep-apecoin-within-the-ethereum-ecosystem-process/5664 1:05:50 Illuvium Land Sale https://twitter.com/illuviumio/status/1533458697514536960?s=21&t=6m-JweSHFrwIbq6ryn6FmA 1:06:52 Diablo Immortal https://twitter.com/RyanSAdams/status/1533488085585076226? s=20&t=Q133IOgqCIng0FNECL_y8g 1:10:35 Budweiser and Digital Horses https://twitter.com/budweiserusa/status/1533826563287957506 1:11:56 Nickelodeon NFTs https://twitter.com/nickelodeon_nft/status/1534890874747994112?s=20&t=uDZxZLg7PPW40z_MyN-y5A 1:13:00 New York Mining Ban https://www.cnbc.com/2022/06/03/heres-whats-in-new-yorks-new-bitcoin-mining-ban-.html 1:15:28 Raises BlockFi: https://www.theblockcrypto.com/post/150377/blockfi-is-raising-a-down-round-at-1-billion-valuation-sources Euler: https://twitter.com/eulerfinance/status/1534163279349592064?s=21&t=iGfmuGsBnlCD3sGh_o5vrA 1:16:35 Bankless Jobs https://pallet.xyz/list/bankless/jobs 1:17:36 Greyscale https://twitter.com/jchervinsky/status/1534279351402958849?s=20&t=DQ1mOHKUeLpHXcNyNCelNQ 1:20:15 Jay-Z and Jack Dorsey https://www.rollingstone.com/music/music-news/jay-z-jack-dorsey-launch-financial-literacy-school-at-brooklyn-project-1364919/ 1:21:26 Chipotle https://www.coindesk.com/business/2022/06/02/chipotle-now-accepting-cryptocurrency-payments-at-us-locations

1:24:00 Questions from the Nation https://twitter.com/BanklessHQ/status/1534626663354482690?s=20&t=uJAnalv_CuWnvqfMyAxHlg 1:25:18 Tech Skills https://twitter.com/willitsmckinley/status/1534628582206672902?s=20&t=a_fuu65MkZe07cR2MJby5g 1:27:08 OP Token Value https://twitter.com/RickLatona/status/1534676772587024384?s=20&t=a_fuu65MkZe07cR2MJby5g 1:31:08 ETH Bullishness https://twitter.com/n1x_it/status/1534627825281601536?s=20&t=a_fuu65MkZe07cR2MJby5g

1:35:00 TAKES 1:35:15 The Citizen House https://twitter.com/VitalikButerin/status/1532533086352576512?s=20&t=iVP94Kh6xj5s_hQw4R_aWw 1:37:00 Analogy Resistant https://twitter.com/jbrukh/status/1534140205334245376?s=20&t=NCZuooaqIpJCQaIrCoxJ5w 1:38:00 Medium not the Message https://twitter.com/ourzora/status/1534582905674076161?s=21&t=UAEzTgQHSrmu_xBnmAdNQg 1:39:03 Crypto Equality https://twitter.com/RyanSAdams/status/1534251962362998785?s=20&t=uJAnalv_CuWnvqfMyAxHlg

1:43:25 What David’s Bullish On https://newsletter.banklesshq.com/ 1:46:30 What Ryan’s Bullish On

1:49:00 MEME of the Week https://twitter.com/0xfoobar/status/1533533574397304832?s=21&t=PXZ4pEod6NJXY6-wuiRJbA

1:50:00 Moment of ZEN https://twitter.com/BanklessHQ/status/1534268751394197504?s=20&t=uJAnalv_CuWnvqfMyAxHlg

----- 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

Ethereum Merge Updates! | Tim Beiko Jun 09, 2022

Tim Beiko of the Ethereum Foundation is here to update us on the merge.

What steps are left? What obstacles do we need to overcome? Are we merging in August like Justin Drake said? Or later?

Also, there are a lot of misconceptions about the merge! We’re gonna clear them up.

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 The State of the Merge 12:15 Testnets 15:30 Ropsten Merge 21:13 Client Diversity 24:45 Dress Rehearsals 29:45 Knowing When to Ship 34:00 The Timeline 39:30 Approaching the Merge 47:58 Wen Merge? How Merge? 53:12 Top 5 Misconceptions 1:01:22 Closing Remarks

------ Resources:

Tim Beiko on Twitter: https://twitter.com/TimBeiko?s=20&t=CI2Ox4OKbi1sqcRH98qVtg

----- 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

Soulbound: On or off Chain? | Vitalik Buterin and Evin McMullen Jun 08, 2022

A fascinating intellectual debate is emerging in the world of decentralized identity. Today, Vitalik represents Soulbound NFTs, while Disco’s Evin McMullen takes the side of VCs (verifiable credentials).

From your credit history to your college degree, what is it that defines you? What does decentralized, trustless, digital identity look like?

After listening to these two gigabrains hash it out, we’re convinced that the real winner of this debate… is humanity.

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/buy

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 4:30 Setting the Stage 7:50 Chains and Identities 11:46 Governance 15:14 The Data Backpack 21:22 Non-transferability 27:52 Token Externalities 34:32 Soulbound Privacy 41:30 Proving Negatives 46:20 Inclusion & Neutrality 50:19 The Disco Pill 56:05 All Directions at Once 1:02:36 A Case Study 1:07:49 Zooming Out 1:12:50 Closing

------ Resources:

Evin on Twitter: https://twitter.com/provenauthority?s=20&t=Y6vQEWWHoUCqnF-wAm81qg Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20&t=Y6vQEWWHoUCqnF-wAm81qg Disco: https://www.disco.xyz/ Soulbound https://vitalik.ca/general/2022/01/26/soulbound.html

----- 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

Superphiz | Layer Zero Jun 07, 2022

Superphiz, above all, is a community member. Phiz rallies the troops across the Rocket Pool and r/EthFinance communities, and is passionate about ETH staking.

Self-describing as the beacon chain community health consultant, Phiz is on a holy mission to promote crypto values.

Phiz is a perfect example of a grassroots individual making a huge impact without a technical background. It’s all Layer Zero, and it always has been.

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/MetaMask

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 Peak Phiz Performance 6:34 Decentralized Background 10:41 Ethereum vs Moloch 16:34What’s at Stake? 20:44 We are Layer Zero 24:08 Changing the Culture 28:38 Can We Solve This Problem? 33:30 Using Incentives 43:53 Governance and Values 47:23 The Centralization Limit 55:30 Responsibility Games 59:39 Psychology & Politics 1:03:00 The Role of Bankless 1:08:24 A Unique Position 1:14:14 Bullish 1:18:50 Predicting the Cycles 1:21:00 Talking Shop 1:24:50 A Community Member 1:27:27 Phiz’s Priorities 1:28:31 Closing Remarks

------ Resources:

Phiz on Twitter: https://twitter.com/superphiz?s=20&t=wTrV-ik6VJMUfUFGZixC5A

Rocket Pool: https://rocketpool.net/

r/ethfinance: https://www.reddit.com/r/ethfinance/

Project Sunshine: https://ethsunshine.com/

Episode with Hal Press: https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details

----- 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

121 - The Bear Market Gift | Vance Spencer Jun 06, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/121-debrief

------ Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.

With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”

Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/MetaMask

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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 5:00 Vance Returns 7:39 Where Crypto Needs to Be 16:44 Bull Market Lessons 21:38 Alt L1 Blockchains 26:40 The Layer 2 Rotation 32:13 The Future of ETH Killers 41:07 The Future of Layer 2’s 47:30 Optimism vs Arbitrum 49:35 The Ethereum Market 58:30 ETH is Money 1:02:18 Veblen Moneygoods 1:07:19 Who Buys ETH? 1:10:15 Bull Market Timelines 1:16:05 The Future of Tokens 1:21:30 DeFi’s Make or Break 1:28:25 Winners will emerge 1:32:15 The GameFi Rabbit Hole 1:37:18 Lessons from Axie 1:43:15 Metaverse Money 1:47:45 The Bear Market Gift 1:50:30 Closing & Disclaimers

------ Resources:

Vance on Twitter: https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ

Vance’s Tweets https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA

Rune Christensen’s Endgame https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456 Crypto Fees https://cryptofees.info/ Betting the Fund on the Merge https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details Bull Case For DeFi https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w Bull Case For DeFi II https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w

----- 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

Last Week of May, 2022

------ 📣 METAMASK | The Easiest Buy in Crypto https://bankless.cc/MetaMask

------ 🚀 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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING https://bankless.cc/RocketPool

👻 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

4:45 MARKETS 5:08 BTC Price 5:45 ETH Price 7:15 FTX Surpasses Coinbase https://www.theblockcrypto.com/linked/149654/ftx-surpassed-coinbase-as-second-biggest-centralized-crypto-exchange-in-may 9:19 Gemini Layoffs https://decrypt.co/101881/gemini-lays-off-10-staff-prepare-crypto-winter

11:00 NEWS

12:00 Optimism ($OP) Drop https://app.optimism.io/airdrop/check 16:11 OP Price https://www.coingecko.com/en/coins/optimism 18:04 Recapping the Airdrop https://twitter.com/optimismPBC/thread/1532110295421829123 22:45 Burning https://twitter.com/sassal0x/status/1531915789103599616 25:10 Fee Revenue https://twitter.com/sassal0x/status/1531814581932158977 26:58 Coinbase Supports $OP https://twitter.com/coinbaseassets/status/1531754747321262080 27:35 Controversial Governance https://gov.optimism.io/t/users-who-sold-the-initial-op-airdrop-should-become-ineligible-for-all-future-airdrops/2143 30:34 Cobie’s Response https://gov.optimism.io/t/extended-ineligibility-for-future-airdrops/2249

34:14 Velodrome Airdrop https://stakingbits.medium.com/velodrome-finance-velo-airdrop-is-live-heres-how-to-claim-43e65c5c18f2 37:05 L2 Fees https://l2fees.info/l1-fees

39:32 OpenSea Front-Runner Facing Charges https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme 45:08 Front-Running https://twitter.com/Dogetoshi/status/1532052263375708162

49:20 ETH 2.0 Merge https://blog.ethereum.org/2022/05/30/ropsten-merge-announcement/

52:08 Pooly NFT https://blockworks.co/pooltogether-flocks-to-nfts-to-raise-legal-defense-funds/

53:50 Kanye West Yeezus https://www.theblockcrypto.com/linked/149745/kanye-wests-yeezus-files-for-nft-trademarks

55:35 Risks of Liquid Staking https://twitter.com/dannyryan/status/1531383030786314240

1:00:00 Battle for the Apes Avalanche: https://forum.apecoin.com/t/aip-idea-otherside-as-an-avalanche-subnet/6369 Immutable X: https://twitter.com/NorthRockLP/status/1530491299727556609 1:03:25 AVAX vs Immutable X https://twitter.com/NorthRockLP/status/1530491299727556609

1:03:51 Solana Down Again https://twitter.com/solanastatus/status/1532043450107015168?s=21&t=OD7ahgCknAnOgQClUhELIQ

1:05:44 Jobs https://pallet.xyz/list/bankless/jobs

1:07:30 RELEASES 1:07:45 Bankless DAO Tax Guide https://twitter.com/TaxDroid/status/1532036819189129218 1:09:10 Zerion Mobile Wallet https://zerion.io/blog/announcing-the-zerion-smart-wallet/ 1:10:40 Voltz Protocol https://twitter.com/voltz_xyz/status/1532029218518876161 1:12:52 DeFi Saver L2 https://twitter.com/DeFiSaver/status/1531299975661068288 1:13:50 Immutable IMX Staking https://twitter.com/Immutable/status/1531081329865269248?s=20&t=kCTh4dBgrmptze-ut3gS3Q 1:14:30 Lummis Crypto Bill https://www.theblockcrypto.com/post/149186/heres-a-full-draft-of-senator-cynthia-lummis-landmark-crypto-bill 1:16:18 Binance $500m Raise https://techcrunch.com/2022/06/01/binance-labs-closes-500m-fund-to-focus-on-web3-and-blockchain-adoption/ 1:18:00 Blockspace Demand https://twitter.com/frogmonkee/status/1532092154037907457 1:22:50 New Use Cases https://twitter.com/cryptoversidad/status/1532099747783159808?s=20&t=KcDR2bM8-9ajrtWT4AOaWg

1:26:30 TAKES 1:27:08 Understanding the Merge https://twitter.com/0xfoobar/status/1531710201639882756?s=20&t=YP7GlgRatNiU0azz-leO4g 1:28:26 DAO Human Trilemme https://twitter.com/owocki/status/1531728875335524352 1:32:50 EVM https://twitter.com/sassal0x/status/1532198738927579137

1:33:30 What David’s Bullish On 1:36:00 What Ryan’s Bullish On

1:38:10 MEME of the Week https://imgur.com/4KCMNLA

----- 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

Guide to the Ethereum Roadmap | Jon Charbonneau of Delphi Digital Jun 01, 2022

Jon Charbonneau, Research Analyst at Delphi Digital joins David to talk about his recent essay titled, "The Hitchhiker's Guide to Ethereum."

Proposer / Builder Separation (PBS) Danksharding and ProtoDanksharding (DS + PDS) Data Availability Sampling (DAS)

What the absolute HELL are these things? What do they mean for Ethereum? What's the common theme behind all of them? And what do they mean for ETH?

All of these questions answered and so much more in the livestream.

------ 📣 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 6:00 The Vibe of the Ethereum Roadmap 8:50 The Hitchhiker's Guide to Ethereum 17:06 The End State of Ethereum 23:05 Data Availability Sampling 34:49 Proto to Full Danksharding 48:15 Proposer Builder Separation 54:01 Checks & Balances 56:10 Incentives in Being a Builder 1:01:50 Centralization 1:03:50 Comparing Ethereum’s Scaling Strategies 1:05:54 Value Capture 1:07:20 How Jon Understands Everything

------ Resources:

Jon Charbonneau https://twitter.com/jon_charb

Delphi Digital https://delphidigital.io/

The Hitchhiker's Guide to Ethereum https://members.delphidigital.io/reports/the-hitchhikers-guide-to-ethereum

Valuing Layer 1s - Memes, Money, or More? https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more

----- 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 Alfalfa Podcast | Layer Zero May 31, 2022

The Alfalfa Podcast—comprised of Arman Assadi, Nick Urbani, Stephen Cesaro, and Eric Johanson—is the shared mindspace of “four radically moderate internet and finance entrepreneurs.”

The Alfalfa bros wash down mezcal with hot takes about crypto, the macro outlook, politics, investing, and philosophy. This one is a lot of fun.

Also, is this episode a try-out for the Alfalfa Podcast to join the Bankless Network? We’re not totally sure, so you’ll have to let us know!

------ 📣 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 6:53 Alfalfa Origins 12:55 Nick Urbani 17:39 Arman Assadi 20:35 Eric Johanson 23:08 Stephen 31:40 The Vibe 35:30 Alfalfa vs Bankless 43:08 Squad Wealth 48:45 Authenticity 55:00 Bullish 1:02:53 Bearish 1:11:45 Macro, BTC, ETH 1:17:05 Is David Bearish? 1:22:08 The Merge Trumps Macro 1:29:06 Priced In 1:42:20 Why Alfalfa?

------ Resources:

The Alfalfa Podcast https://linktr.ee/alfalfapod Nick Urbani https://twitter.com/NUrbani?s=20&t=1wXIWr2RUOfyHKw9zJqREw Arman Assadi https://twitter.com/ArmanAssadi?s=20&t=1wXIWr2RUOfyHKw9zJqREw Stephen Cesaro https://twitter.com/StephenCesaro?s=20&t=1wXIWr2RUOfyHKw9zJqREw Eric Johanson https://www.linkedin.com/in/ericjohanson1/

----- 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

120 - Marc Andreessen & Chris Dixon of a16z | Reinventing the Internet May 30, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/120-debrief

------ Marc Andreessen was a key player at the genesis of the internet. Chris Dixon is the master of Web3 mental models.

The journey of a16z is the history of the internet—from Web1 builders to Web2 disruptors. And now they stand as core capital infrastructure of Web3.

Having just announced the $4.5B raise of their Crypto Fund IV, as well as their new web3 Podcast, this episode will break the internet... or fix it.

------ 📣 SUBSCRIBE to the NEW a16z PODCAST: https://link.chtbl.com/HObAJQDL?sid=bankless

------ 🚀 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 5:30 The Internet Problem 13:47 Encryption & Regulation 20:20 What the People Want 26:04 Cathedral and the Bazaar 34:07 Internet History Rhymes 39:46 Net Neutrality 47:15 An Improved Design Space 53:30 Speedrunning Everything 59:24 The Web3 Solution 1:03:55 The Mature Internet 1:11:50 Art and the Internet 1:15:21 Web3 Critics 1:19:15 Political Ideology 1:25:13 Marc’s Advice 1:31:25 Closing & Disclaimers

------ Resources:

Marc on Twitter: https://twitter.com/pmarca?s=20&t=KszkLZCPKDd3zwBLcU0aiA

Chris on Twitter: https://twitter.com/cdixon?s=20&t=KszkLZCPKDd3zwBLcU0aiA

5 Mental Models for Web3: https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris

a16z Podcast: https://link.chtbl.com/HObAJQDL?sid=bankless

------ Marc Andreessen's Book Club:

----- 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: Build the Dip | GameStop Wallet | Terra Relaunch | PoolTogether Lawsuit - Mint a Pooly May 27, 2022

4th Week of May, 2022

------ 📣 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

4:55 MARKETS 5:00 BTC Price 5:16 ETH Price 5:38 BTC Ratio 8:05 Total Crypto Market Cap https://www.coingecko.com/en/global_charts

8:23 BEAR 8:35 Rekt ARK https://twitter.com/charliebilello/status/1524384920184963072 11:20 OpenSea Volumes December 2021 Levels https://imgur.com/Nw0b10k

11:33 BULL 11:37 Uniswap Hits $1T Lifetime Trading Volume https://twitter.com/uniswap/status/1529102980296867842 12:32 The ENS Boom https://twitter.com/ensdomains/status/1520920301583822848 13:24 May https://twitter.com/nicksdjohnson/status/1528516461668380672 14:08 New and Returning Users https://twitter.com/nicksdjohnson/status/1528516666643976192 14:25 Read Metaversal https://metaversal.banklesshq.com/p/the-ens-boom- 14:30 Reports from Goldman Sachs & Federal Reserve https://www.coindesk.com/markets/2022/05/20/goldman-sees-little-us-economic-impact-from-lower-cryptocurrency-prices/ 15:25 12% Adults Held Crypto Last Year https://thedefiant.io/fed-survey-crypto/ 17:03 Stablecoins as Portion of ERC20s vs. ETH https://imgur.com/ZUSP1wZ

21:43 NEWS 22:09 Gamestop Wallet https://twitter.com/GameStop/status/1528693604364976129 https://wallet.gamestop.com/wallets https://chrome.google.com/webstore/detail/gamestop-wallet/pkkjjapmlcncipeecdmlhaipahfdphkd 24:50 Terra Relaunching Without Algo-Stablecoin https://twitter.com/terra_money/thread/1529451631263174656 https://www.theblockcrypto.com/linked/148253/korean-police-seek-freeze-on-luna-foundation-guard-assets-kbs 28:20 DeFi Defending Itself 28:35 Story of Frivolous PoolTogether Lawsuit https://twitter.com/lay2000lbs/status/1529827211401842694 30:05 Mint a Pooly https://mint.pooltogether.com/ 33:46 Optimism Cracks Down on Airdrop Farmers https://www.theblockcrypto.com/post/148417/optimism-cracks-down-on-airdrop-farmers 35:45 Loyalty Coin Season 33:57 Coindesk Launches $DESK https://twitter.com/CoinDesk/status/1528756858307100672 37:39 Revolut’s $Revcoin https://www.theblockcrypto.com/post/147768/revoluts-planned-native-token-will-reward-customer-loyalty-storonosky-says 39:05 Tl;dr: https://c.tenor.com/CMsesV7bO7kAAAAC/iasip-its-always-sunny.gif

40:10 NFTs 40:15 OpenSea Launches Seaport https://beincrypto.com/opensea-launches-web3-nft-seaport-marketplace/ 41:38 Seth Green is Down Bad https://twitter.com/morebuttertv/status/1529151981792727040

43:50 MISC 43:52 Cami Gives Her Book to the Pope https://twitter.com/CamiRusso/status/1527371285835067394 44:23 SBF Could Spend $1B in 2024 Elections https://twitter.com/fintechfrank/status/1529185967705292801

46:47 JOBS https://pallet.xyz/list/bankless/jobs

49:34 RELEASES 49:40 Tracer DAO Perpetual Pools V2 https://twitter.com/TracerDAO/status/1527289735500247040 51:45 Sense Finance Web3 Yield Curve https://twitter.com/senseprotocol/status/1527334388232466432 https://app.sense.finance/eth-mainnet/pool https://www.statista.com/statistics/1058454/yield-curve-usa/

55:57 RAISES 56:00 a16z Crypto Fund 4 $4.5B https://www.cnbc.com/2022/05/25/andreessen-horowitz-raises-4point5-billion-crypto-fund-in-down-market.html https://newsletter.banklesshq.com/ 56:54 Adam Neumann-Backed Flowcarbon $70M a16z https://twitter.com/TheBlock__/status/1529190581133619205 59:12 StarkWare Series D $8B https://twitter.com/StarkWareLtd/status/1529454921451458560 59:34 Standard Crypto $500M Fund https://www.theblockcrypto.com/linked/148537/standard-crypto-raises-new-500-million-fund-axios

1:02:55 Community Questions https://twitter.com/TrustlessState/status/1529561952648716289 https://twitter.com/MateyNikolov/status/1529569116994080771

1:13:35 TAKES 1:13:40 Step Aside Disney https://twitter.com/sobylife/status/1527400472251752448 1:14:32 DeFi’s Benefits https://twitter.com/econoar/status/1527873338600611840 1:16:33 UNIchain is Inevitable https://twitter.com/delitzer/status/1528497663607328768 1:21:38 13 Years of Web3 and NFTs Converted https://twitter.com/w3b_eth/status/1528782828481171456

1:23:25 What David’s Excited About Alfalfa Podcast https://imgur.com/EtRtCpD https://imgur.com/9XWu0VT 1:24:49 What Ryan’s Excited About https://twitter.com/pythianism/status/1528501361452584960

1:29:46 Meme of the Week https://twitter.com/cryptoreumd/status/1527706078624063489

1:30:57 Moment of Zen https://twitter.com/BanklessHQ/status/1529899137713549312

----- 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

Immutable Live Reveal: Scaling NFTs to a Billion Players with L2/L3 May 25, 2022

Co-Founder & President, Robbie Ferguson and Co-Founder & CTO, Alex Connolly join us to reveal something very important: the next chapter of Immutable.

Tune in to find out what it is and what it means for the NFT space!

------ 📣 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 6:15 What’s Holding GameFi Back? 12:00 Immutable’s BIG Release 15:32 Why Multichain? 20:27 The Interoperability Layer 23:11 Network Effects, Security, & Fractal Scaling 45:15 Liquidity, Multichain & Bridging Dynamics 53:41 Wen Games? 58:00 Rarible x Immutable

------ Resources:

Robbie Ferguson https://twitter.com/0xferg

Alex Connolly https://twitter.com/0xconnolly

Immutable https://www.immutable.com/ https://twitter.com/immutable

Spectrum of Chain Chart https://imgur.com/oaGPuuE

Unified Ecosystem Diagram https://imgur.com/j32AzjH

----- 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

119 - Dive into Danksharding | Vitalik, Dankrad, Protolambda, Moderated by Tim Beiko May 23, 2022

This might be the dankest livestream we’ve done to date. Vitalik Buterin, Dankrad Feist, and Protolambda join Tim Beiko to discuss all things Danksharding and Proto-Danksharding.

Sharding what? Don't worry. By the end of this conversation, you’ll know how sharding has evolved over time, why danksharding is possible, how proto-danksharding will get deployed, and so much more.

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👻 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 & Danksharding Explained 7:00 Panelist’s Backgrounds 8:34 How Sharding Has Evolved 15:56 Why Danksharding is Possible 23:40 Proto-Danksharding 27:15 Data Availability 35:40 Data Availability Sampling 48:00 Cryptography for Noncryptographers 56:10 How Does All of This Get Deployed 1:00:05 The Big Open Questions in Sharding Land 1:05:30 Closing Thoughts

------ Resources:

Vitalik https://twitter.com/VitalikButerin

Dankrad https://twitter.com/dankrad

Protolambda https://twitter.com/protolambda

Maren https://www.youtube.com/c/MarenAltman/videos https://twitter.com/marenaltman https://www.tiktok.com/@marenaltman

Proto-Danksharding https://www.eip4844.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

ROLLUP: 1st In-Person WRU | Permissionless 2022 | Web3 Social | Staking & Wallet Wars May 20, 2022

3rd Week of May, 2022

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👻 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

5:27 MARKETS 5:30 BTC Price 7:00 ETH Price 7:13 BTC Ratio 7:34 Total Crypto Market Cap https://www.coingecko.com/en/global_charts 7:46 $35T in Global Market Value Gone https://twitter.com/cullenroche/status/1524441227931774976

11:08 PERMISSIONLESS 11:50 Web3 Social Media https://twitter.com/LensProtocol/status/1526918065409216512 https://twitter.com/sabarehmani/status/1527284540045086722 17:44 Robinhood Wallet https://twitter.com/Blockworks_/status/1526618593856823297 https://twitter.com/Blockworks_/status/1526620218352619521 https://youtu.be/pxolJ9ijVVc 19:43 SBF Takes 7.6% Stake in Robinhood https://twitter.com/fintechfrank/status/1524856587206246409 20:27 Coinbase MPC Wallet https://mobile.twitter.com/petejkim/status/1527027583254241280 26:54 Ledger Connect https://twitter.com/Ledger/status/1526638379886161920 27:28 Coinbase Liquid Staking https://blockworks.co/coinbase-cloud-figment-back-new-liquid-staking-protocol/

30:08 NEWS 30:10 Terra / Luna Updates 30:15 Do Kwon Called to Attend Parliament https://twitter.com/WatcherGuru/status/1526499355221495810

31:04 NFTs 31:15 Chainsmokers Album Royalties With Fans https://decrypt.co/100168/chainsmokers-new-album-nft 32:08 Spotify Trialing NFTs?! https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=62a55abfa2&e=29f2240adb

34:28 JOBS https://pallet.xyz/list/bankless/jobs

31:15 RELEASES 37:18 a16z 2022 State of Crypto Report https://twitter.com/a16z/status/1526524210927083520 39:37 EY Supply Chain Tracking https://www.theblockcrypto.com/post/147287/ey-unveils-supply-chain-tracking-service-on-polygon-nightfall

40:30 RAISES 40:33 a16z $600M Gaming Fund + Framework https://www.wsj.com/articles/andreessen-horowitz-debuts-600-million-gaming-fund-to-add-to-web3-bets-11652878800

43:49 Community Questions https://twitter.com/thefaketomato/status/1527029194336632834

46:11 TAKES 46:14 Legitimize Price Gouging https://twitter.com/VitalikButerin/status/1525301234516652032 49:34 Long-term Crypto Fundamental Indicator https://twitter.com/matthuang/status/1525871531070435328 50:21 Build the Dip https://twitter.com/RyanSAdams/status/1527278030095147008

52:46 What David’s Excited About 53:15 What Ryan’s Excited About

59:07 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

Robinhood's Crypto Pivot with Vlad Tenev, Co-Founder, CEO May 19, 2022

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.

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⚡️ 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

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!

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👻 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

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

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👻 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

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.

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👻 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:

----- 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

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.

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👻 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

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.

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👻 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

2nd Week of May, 2022

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👻 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

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?

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👻 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:

----- 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

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.

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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

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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👻 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 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

117 - Timeless Wisdom for Crypto Investors | Jim O'Shaughnessy May 09, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/117-jim-debrief

----- Jim O’Shaughnessy is a Wall Street legend and the Founder, Chairman, and Co-CIO of O’Shaughnessy Asset Management, which has over $6 billion in assets under management.

Tap in for timeless investing wisdom to last in crypto for the long-haul. We like playing long-term games, and Jim has decades of investing experience. He’s also a lot of fun to listen to.

Since Jim fell into the world of investing, how has the game changed? What’s stayed the same? And most importantly, what does the crypto investor need to know about staying ahead of the curve?

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👻 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 5:45 Jim O’Shaughnessy 11:30 The investing zeitgeist 17:15 How has the narrative changed? 29:28 Are fundamentals dead? 41:08 Picking the right one 54:44 Investing hacks 1:08:10 The age of social media 1:15:00 Anchoring the crypto space 1:22:08 Psychological hacks 1:29:45 Knowing when to sell 1:36:11 Final thoughts 1:41:38 Conclusions & Disclaimers

------ Resources:

Jim O’Shaughnessy https://twitter.com/jposhaughnessy?s=20&t=h5tIizdYwRmThOJTC-03oQ Devil Takes the Hindmost https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 Securities Analysis https://www.amazon.com/Security-Analysis-Foreword-Buffett-Editions/dp/0071592539/ref=sr_1_3?keywords=securities+analysis&qid=1651919905&s=books&sprefix=securities%2Cstripbooks%2C107&sr=1-3 The Intelligent Investor https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?crid=10L16SFDNU20V&keywords=the+individual+investor&qid=1651919926&s=books&sprefix=the+individual+investor%2Cstripbooks%2C97&sr=1-1 The Internet Contrarian https://www.osam.com/pdfs/The_Internet_Contrarian_-_4-22-99.pdf The Simpsons - Sideshow Bob Steps on Rakes https://youtu.be/aRq1Ksh-32g

----- 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 10k ENS Club with 713.eth & 562.eth | Alpha Leak May 08, 2022

Something weird is happening in ENS land. Low-digit ENS numbers are MOONING and people are playing the numbers game! A new org has emerged with ###.ETH ENS names!

Tune in to be in the know of what's happening with the 10k ENS Club, how to get involved, and the bullish plans they have for the future.

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❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

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👻 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 4:15 What's Happening? 11:40 Valuing ENS #'s 14:05 The Future of the 10K Club Community 19:00 What's the Utility? 28:30 DAO or Not? 36:15 Subdomains & Wen Sellout? 39:05 Relationship with ENS & 10K Club 41:30 Closing Thoughts

------ Resources:

10K Club https://twitter.com/10kClubOfficial

713.eth | 5070.eth https://twitter.com/soy_eth

562.eth / 630.eth / ٠٠١.eth https://twitter.com/LeoAlhalabi

ENS https://ens.domains/

----- 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

Hop Protocol AIRDROP and DAO Launch! 🟣_🟣 May 07, 2022

Chris Winfrey from Hop Protocol tells us all about the launch of the Hop Protocol DAO!

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️ 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 4:30 Chris Whinfrey 7:30 Layer 2 Bridges 10:25 The Hop Origins 14:45 No VC Funding 19:07 The Hop Airdrop 23:56 The Airdrop Meta 28:15 The Distribution 32:57 The Trinity 35:27 The Token 41:00 Yield and the Bridge Wars 47:08 Layer 2 Airdrop Szn 50:57 What's Next?

------ Resources:

Chris on Twitter: https://twitter.com/WhinfreyChris?s=20

Announcement Post: https://hop.mirror.xyz/AI5fOUR0X_l0mktShDOx3mwr-hsB24gp8GvTWtS-MBc

Hop Links - Twitter: https://twitter.com/HopProtocol?s=20 - Discord: https://discord.gg/PwCF88emV4 - Exchange: https://hop.exchange/

----- 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

Is Crypto Dead? Fed Crashes Markets. Bored Ape Land Mint. Hop Airdrop. Solana Down. May 06, 2022

1st Week of May, 2022

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👻 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

4:00 MARKETS 4:20 BTC Price 5:10 ETH Price 6:31 ETH BTC Ratio 7:30 Crypto Market Cap

7:50 THE FED https://twitter.com/NorthmanTrader/status/1520048451660226561?s=20&t=WsDzeddLzDPlD__LhyLbbA

13:15 Ethereum’s Q1 Results https://twitter.com/banklesshq/status/1520140178878353410 16:05 Global Metrics https://dune.com/hildobby/Ethereum-Overview 17:08 OP Stimpak https://twitter.com/optimismPBC/status/1521577143364427777?s=20&t=OPbZKxvvbYFZRDvMbp4wXg 19:30 NFTs Booming https://decrypt.co/99226/nfts-dead-opensea-daily-trading-record-476m-ethereum

22:15 RELEASES 23:00 Lido Centralization https://scorecard.lido.fi/ 26:12 ENS Constitution https://constitution.ens.domains/ 27:12 Etherscan Heatmap https://twitter.com/etherscan/status/1521813183346151424

27:45 RAISES 28:00 Pangea https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fund 28:48 Syndicate https://twitter.com/SyndicateDAO/status/1521483151406600192

30:12 JOBS https://pallet.xyz/list/bankless/jobs

30:00 NEWS 32:35 Hop Airdrop https://twitter.com/HopProtocol/status/1520055351931985921 34:35 Bored Ape Mint Fiasco https://coinmetrics.substack.com/p/state-of-the-network-issue-153 40:30 Fork Optimism https://twitter.com/FUCORY/status/1520849858793402368 42:20 10k ENS Club https://twitter.com/10kclubofficial/status/1520903265164091402 45:50 Starbucks NFTs https://techcrunch.com/2022/05/04/starbucks-to-launch-nfts-this-year-offering-access-to-unique-experiences-and-benefits/

47:20 SOLANA GOES DOWN https://twitter.com/solanastatus/status/1520508697100926977 49:20 Censorship Worries https://twitter.com/nixxholas/status/1520509031751684096 51:23 Broken Record https://twitter.com/TrustlessState/status/1521657185654116353?s=20&t=cgCZ5KCih_sZluVjKLjFfA

54:20 OTHER NEWS 54:39 Waren Buffet BTC https://markets.businessinsider.com/news/stocks/warren-buffett-charlie-munger-bitcoin-crypto-cryptocurrency-investing-berkshire-hathaway-2022-4 56:30 PoolTogether Lawsuit https://www.wsj.com/articles/crypto-savings-lawsuit-puts-principles-of-defi-to-the-test-11642069806 1:02:06 TRIBE Exploit https://decrypt.co/99103/fei-protocol-offers-10m-bounty-after-80m-rari-capital-exploit

1:05:00 COMMUNITY QUESTIONS https://twitter.com/wongisrite/status/1522054783200243712 1:06:54 Layer 2 Solutions https://twitter.com/locopatron1/status/1522057520721801217?s=20&t=cgCZ5KCih_sZluVjKLjFfA 1:08:48 Sharding or Movie? https://twitter.com/sharath_darsha/status/1522060962500554753?s=20&t=cgCZ5KCih_sZluVjKLjFfA

1:10:00 TAKES 1:10:28 Parasitic Layer 2s https://twitter.com/ryansadams/status/1521503349773946882 1:13:06 Bad Take https://twitter.com/pgaffney/status/1522038187782254593

1:16:28 What David’s Excited About 1:18:47 What Ryan’s Excited About

1:20:05 MEME of the Week https://twitter.com/BanklessHQ/status/1521908752756080642?s=20&t=cgCZ5KCih_sZluVjKLjFfA

----- 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 Trillion Dollar L2 Opportunity | Part Two May 05, 2022

This is part two of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. A paradigm shift unlike any other is unfolding at this very moment. Countless crypto newcomers wish they started experimenting with parts of space sooner vs. later. There’s still time, though. Especially as it pertains to L2s.

Tune in to learn more about what makes this opportunity so immense, how to take advantage of it, what it means for the future of the space, and so much more.

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👻 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 5:30 Public Goods Explained 14:00 The Fault of Block Rewards 19:40 Where the Money Comes From 23:50 Types of Public Goods Taxes 27:25 Good vs. Bad MEV 28:55 Where Revenue Goes 32:40 Retroactive Public Goods 44:30 Public vs. Private Investing 46:30 The Untapped Potential 53:40 Public Goods Building Ideas 56:23 The Opportunities 58:05 Disclaimers

------ Resources:

Part One https://youtu.be/HMFxgTbY_9Y

Tascha Labs https://twitter.com/TaschaLabs

Optimism https://www.optimism.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

The Trillion Dollar L2 Opportunity | Part One May 04, 2022

This is part one of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. L2 summer is right around the corner. Start preparing now. Part two will be airing tomorrow!

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👻 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 5:30 Why to be Excited About L2s 8:38 Do L2s Cannibalize ETH? 16:33 L2 Fees 20:55 Difference in Rollups Fees 22:55 L1 Fees 29:29 The L2 Paradigm 32:05 Burning Explained 40:32 ETH Stake Rate 42:55 The Demand for ETH 51:55 L2’s Narrative Opportunity 56:45 The Security Budget 1:01:30 L2 Summer is Coming 1:06:10 Liquid Mining & Tokens 1:08:10 Summarizing Part One 1:12:30 Disclaimers

------ Resources:

L2 GDP Map https://twitter.com/RyanSAdams/status/1521503349773946882

Burn Leaderboard https://ultrasound.money/

ETH Isn’t Expensive https://twitter.com/RyanSAdams/status/1521471900836372481

Money Printer https://moneyprinter.info/

Crypto Fees https://cryptofees.info/

----- 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

Ethereum's Hollywood Moment | Camila Russo May 04, 2022

Camila Russo, founder of The Defiant, is bringing Ethereum to Hollywood with the feature film adaptation of her fantastic book "The Infinite Machine."

This is the first project of its kind and is gaining speed, recently attaching Scott Free Productions (Ridley Scott's company) to produce. With these headwinds, The Infinite Machine movie is set to disrupt Hollywood in more ways than one.

Reflecting on how she got to this point and the long road ahead, our biggest questions are... wen movie? Who's going to play Vitalik? And how can YOU get involved?

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👻 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 The Social Network of Crypto 12:42 From Book to Script 18:41 Scott Free Productions 21:55 The Roadmap 26:00 Bankless Picks the Actors 29:45 Funding with NFTs 35:22 The Artists and DAO 40:19 The Defiant & the Future 46:02 Closing & Disclaimers

------ Resources:

Camila Russo: https://twitter.com/CamiRusso?s=20&t=7RSAv0_0myTciEikiAR7mw The Defiant: https://twitter.com/DefiantNews?s=20&t=7RSAv0_0myTciEikiAR7mw The Infinite Machine (book): https://www.harpercollins.com/products/the-infinite-machine-camila-russo?variant=32123333836834 The Infinite Machine (movie): https://www.theinfinitemachinemovie.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

The Eternal Optimist with Karl Floersch | Layer Zero May 03, 2022

Karl Floersch is the co-founder of Optimism, the Ethereum rollup scaling solution, as well as one of the primary advocates in the space for public goods funding.

Through his prolific body of work—as well as a boundless well of optimism and energy—Karl is a core beating heart of Ethereum culture, as well as a schelling point for values and ethos across the ecosystem.

We say it every episode: the code we write impacts the people who use it. Few embody this declaration more than Karl, whose deepest passion is building technological infrastructure to incentivize ethical behavior.

We also explore the concept of ‘Ether’s Phoenix,’ a hypothetical being that rewards you for manifesting it—directly contrasting the concept of Roko’s Basilisk (research at your own risk).

------ 📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK https://bankless.cc/Opolis

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

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👻 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 5:00 Inspiration and Leaders 10:10 Road to Ethereum 16:13 For the Right Reasons 21:12 Embedding Values 28:35 The School of Fish 34:38 The Future Karl Sees 42:00 The Human Body Metaphor 47:44 The Decentralized Brain 52:25 Retroactive Public Goods Funding 57:14 Distributing Funds 1:01:08 Unprecedented Opportunity 1:04:59 R*ku’s B*silisk 1:08:39 Ether’s Phoenix (caw!) 1:15:40 A Just Utopia

------ Resources:

Karl Floersch: https://twitter.com/karl_dot_tech Optimism: https://twitter.com/optimismPBC Ether’s Phoenix: https://medium.com/ethereum-optimism/ethers-phoenix-18fb7d7304bb

----- 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

116 - Why Bankless Is Wrong | Ethan Buchman - Cosmos May 02, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/116-ethan-debrief

----- Ethan Buchman is a fantastic human being, an Internet Biophysicist, Monetary Localist, and Co-Founder at Cosmos. In addition, he is President of the Interchain Foundation.

Today, he comes on Bankless to tell us why we’re wrong.

This episode’s dialectic explores the fate of the blockchain ecosystem—will we have a multi-chain sprawl of different protocols, or will we see a few chains with a power law distribution?

We dive into the value of monetary premium, set against the opposing side of monetary clearing and velocity.

And what does this all mean for security?

The ultimate answer we seek is how to avoid turning the world into a dystopia. On either side of the tyranny spectrum lies anarchy and autocracy, so perhaps the answer rests somewhere in the middle.

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------ 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 An Internet Biophysicist 6:10 Why Is Bankless Wrong? 9:35 Network Topology 15:55 Co-op Full vs Bankless 23:06 Monetary Premium vs Clearing 33:25 Empires vs City-States 44:48 Discussing the EVM 51:59 The Role of Bitcoin 56:39 DeFi vs ReFi 1:00:49 Systems and Cycles 1:09:00 The Network Effect of Money 1:14:48 Mutual Exclusivity 1:19:34 Layer 2 vs Cosmos 1:26:38 Cooperative Democracies 1:32:31 Plutocracy 1:42:15 Chaos and Order 1:47:55 Closing & Disclaimers

------ Resources:

Map of Zones https://mapofzones.com/ Debt: The First 5000 Years https://en.wikipedia.org/wiki/Debt:_The_First_5000_Years Cosmos EVM https://evmos.org/

----- 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

EVM Equivalence | David Reads Apr 30, 2022

📄 READ THE ARTICLE: https://newsletter.banklesshq.com/p/evm-equivalence ------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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👻 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

------ 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: Elon Buys Twitter | Free Speech | Optimism Airdrop | Moonbirds NFTs | OpenSea Gem Apr 29, 2022

Last Week of April, 2022

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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👻 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

3:00 MARKETS 3:25 BTC Price 4:15 ETH Price 5:10 USD ATH https://imgur.com/GTS2ugz 6:38 Huge Gains in 2021 https://www.theblockcrypto.com/post/142795/crypto-investors-made-163-billion-in-gains-in-2021-chainalysis 7:59 ENS Bull Market https://twitter.com/ENSbrokerage/status/1518939316671725569 13:12 ApeCoin Mooning https://www.coingecko.com/en/coins/apecoin

15:00 RELEASES 17:20 Stripe Crypto Payments https://www.cnbc.com/2022/04/22/stripe-launches-crypto-payments-feature-with-twitter-as-first-client.html 18:38 Volt Protocol https://twitter.com/VoltProtocol/status/1517578992278249472?s=20&t=6WCwIscpmBkQhvfILpTomw 19:49 Fidelity 401k https://t.co/f9rRRHIG3h 21:34 AngelList USDC Payments https://twitter.com/CharleyMa/status/1519322237815472128?s=20&t=zGG6hpeB0kWP_Z6eCUDtxw 22:35 CryptoKicks https://decrypt.co/98488/nike-rtfkt-reveal-cryptokicks-ethereum-nft-metaverse-sneakers 24:05 JPEG’d Protocol https://medium.com/@jpegd/jpegd-protocol-launch-e255f32546bb RAISES27:44 Joe McCann $1B Fund https://www.theblockcrypto.com/post/143448/founders-from-a16z-solana-and-more-back-new-billion-dollar-crypto-fund 30:48 Dragonfly’s Fund 3 https://techcrunch.com/2022/04/27/crypto-focused-dragonfly-capital-launches-650m-third-fund/?tpcc=tcplustwitter 31:35 Other Releases https://techcrunch.com/2022/04/21/liquifi-is-building-carta-web3-for-crypto-companies-tokens-blockchain/ https://www.theblockcrypto.com/post/142800/scroll-raises-ethereum-scaling-project-funding https://www.coindesk.com/business/2022/04/26/dex-protocol-0x-labs-raises-70m-from-greylock-opensea-and-jared-leto-report/

32:55 Jobs https://pallet.xyz/list/bankless/jobs

34:00 NEWS 34:25 Elon Buys Twitter https://twitter.com/bnonews/status/1518632272395657218?s=21&t=9jRlT-9PdCasZsm27QH9uw 35:50 Stani Kulechov Twitter Ban https://youtu.be/1af9OSCZlXA

OPTIMISM 40:01 Optimism Collective https://twitter.com/optimismPBC/status/1519001562345005057?s=20&t=THP1M38B0NcxGVsTKDuAAQ 43:48 Airdrop https://community.optimism.io/docs/governance/allocations/ 44:50 Data & Takes https://twitter.com/princecrypto9/status/1519289833616777217?s=20&t=z4CB0TolqtCvB3HLwAUTOg 50:40 Ridley Scott Producing https://decrypt.co/98421/alien-director-ridley-scott-produce-film-ethereums-rise 52:04 Infura Down https://twitter.com/RyanSAdams/status/1517515771441778689?s=20&t=16kdQ3GmdiPJi3O1vU-u3w

NFTs 52:49 Moonbirds Mooning https://www.theblockcrypto.com/post/143249/moonbirds-nft-record-sale-1m-kevin-rose-project 58:00 Solana NFTs https://decrypt.co/98848/solana-okay-bears-top-ethereum-nft-projects-18m-sales 59:12 OpenSea Acquires Gem https://twitter.com/opensea/status/1518590087285678081?s=20&t=VKBLpz9v5eYYDCuRW7p7ow

1:00:04 Bitcoin News https://www.businesstoday.in/crypto/story/central-african-republic-accepts-bitcoin-as-legal-tender-331077-2022-04-25 https://www.coindesk.com/policy/2022/04/22/panamanian-legislative-assemblys-committee-approves-bill-regulating-cryptocurrencies

REGULATION 1:00:42 Snowden Zcash https://twitter.com/documentingzec/status/1519427037752004609?s=21&t=QS3Yfpgqv2cfreFjRnZLVA 1:02:42 Tron Terra Copycat https://twitter.com/WuBlockchain/status/1517124429737648129?s=20&t=0KayrDtwHK_0FnyqiNSSDw 1:03:20 ECB Speech https://www.ecb.europa.eu/press/key/date/2022/html/ecb.sp220425~6436006db0.en.html

1:06:00 TAKES 1:07:30 Toxic Insecurity https://twitter.com/RyanSAdams/status/1517540916210319361?s=20&t=6Epyd6KM2V4Ns1W22w2AKA 1:09:30 Jon Stewart Authoritarianism https://www.hollywoodreporter.com/news/general-news/jon-stewart-mark-twain-prize-2022-1235134621/ 1:10:08 CT vs NFT Twitter https://twitter.com/0xwave/status/1518027212951150594?s=21&t=8RZbDznkwbg4jwp2Cs-IIA 1:11:20 EVM Equivalence https://twitter.com/0xSianLiu/status/1519462941657276416?s=20&t=HzjZQwpeTY9PO4WkV7BRNw 1:13:24 How to Get a Job https://twitter.com/bkiepuszewski/status/1518528435253043201?s=20&t=YxMWdERkVla3kEsDscIcqw

1:14:24 What Ryan’s Excited About 1:16:39 What David’s Excited About

1:17:45 Meme of the Week https://twitter.com/nir_III/status/1519143079206428682?s=20&t=EPBZLVJB890e2GZ1PdZVAg

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Introducing: The Optimism Collective & $OP Airdrop #1 Apr 27, 2022

Optimism has released their Airdrop details! Check your eligibility: app.optimism.io/governance The $OP token contract address is: 0x4200000000000000000000000000000000000042 BE VERY CAREFUL WITH SCAMS AND PHISHING ATTACKS. 🔴 POST LIVESTREAM AMA HOSTED BY OPTIMISM: https://twitter.com/optimismPBC/status/1518617022782853120

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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------ 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 7:00 An Unprecedented Moment 12:50 Tokens and Governance 17:30 Plutocracy and Democracy 22:54 Balancing Incentive Games 26:10 The Optimism Foundation 30:02 Decentralizing Identity 33:45 Decentralizing Over Time 42:30 The $OP Token and Airdrop 48:00 Distributing Future Airdrops 53:22 Other Token Distributions 57:35 Retroactive Public Goods Funding 1:04:27 Blockspace Demand 1:07:55 EVM Equivalence & EIP 4844 1:14:11 Justice and Balance 1:16:04 What's Next for Optimism? 1:18:26 Be Optimistic

----- 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 Explorer Mindset with Simona Pop | Layer Zero Apr 26, 2022

This episode takes place in the geographical heart of Layer Zero: the middle of DevConnect, the 2022 Amsterdam conference. With the backdrop of a lively conference center, Simona Pop explores heavy topics like the 1989 Romanian Revolution and the pitfalls of DAO governance.

When you cut off the head of top-down totalitarianism, you must replace it with something better—otherwise, another hydra head will appear. Simona thrives on the cutting edge of big problems like these, working on DAO Engagement Strategy at Gitcoin, Community Strategy at Status, and founding the Bounties Network.

When Simona talks about crypto and the Web3 space, the epic proportions of this moment in history become clear and present.

------

📣 THE GRAPH | Graph Day in San Francisco | June 2-5

https://bankless.cc/GraphDay

------

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⚖️ ARBITRUM | SCALED ETHEREUM

https://bankless.cc/Across

❎ ACROSS | BRIDGE TO LAYER 2

🏦 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:

5:00 Simona, Amsterdam, and Real Life

8:55 A Revolutionary Childhood

12:45 Successful Evolutions

18:03 The Wheel of Time

25:00 The Governance Problem

30:30 This is Water

37:00 Replacing Nation States

40:55 Generational Change

48:50 Status and Networks

55:34 Why Simona’s Optimistic

58:44 Working for DAOs

1:02:41 Advice for Noobs

------

Resources:

-----

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

115 - The Stagflation Mega-Trade | Dan Morehead Apr 25, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-the-stagflation-mega-trade

Dan Morehead is the Founder & CEO of Pantera Capital, a blockchain investment firm that’s up nearly 65,900% since inception. Dan has spent decades successfully managing global macro funds throughout countless cycles.

We’ve said it before and we’ll say it again, macro plus crypto is a deadly combination. These two skills are some of the most important when it comes to navigating the remainder of this decade and beyond. Who better to share their expertise than Dan?

In this episode, Dan peels back the layers of how inflation, the bond bubble, and other important crises became so extreme, how they compare to the late 1970s, what you should do to prepare for the craziness to come, and so much more.

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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👻 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 6:12 What’s Happening with Inflation 12:10 The Reality of Inflation 14:02 Bond Bubble & Money Printing 24:06 The $15T Bond Overcalculation 35:00 Comparing the 1970s & Today 45:00 How to Survive Stagflation 51:55 Position Yourself Wisely 55:40 Crypto’s Macro Response 1:04:35 Why We’re Decoupling 1:12:30 Is the Bear Market Over? 1:18:22 The Last 10 Years & Why Crypto 1:25:10 Institutional Conversations 1:30:50 Easy Button Portfolio 1:34:44 Dan’s 2022 & Beyond Focuses 1:39:30 Closing & Disclaimers ------ Resources:

Dan on Twitter https://twitter.com/dan_pantera

Pantera Capital https://panteracapital.com/

Dan’s Letters from Pantera https://panteracapital.com/blockchain-letter/ https://panteracapital.com/blockchain-letter/the-year-ahead-in-crypto/ https://panteracapital.com/blockchain-letter/the-next-mega-trade/ https://panteracapital.com/blockchain-letter/its-called-the-70s/

Charts https://panteracapital.com/wp-content/uploads/2022/02/Screen-Shot-2022-02-15-at-5.31.17-PM-1536x862.png https://imgur.com/ZY4ltqn

----- 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: Merge Alpha | Optimism Token?! | Ethereum Foundation Report | Coinbase NFT Beta | Beanstalk Exploit Apr 22, 2022

3rd Week of April, 2022

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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👻 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

5:50 MARKETS 5:54 BTC Price 6:43 ETH Price 7:05 Ratios, BED, Gas https://www.indexcoop.com/bed 7:39 Total Crypto Market Cap https://www.coingecko.com/en/global_charts 8:13 Dollar Strong? DXY https://imgur.com/nTyNBTR 10:10 Crypto Correction Incoming? https://cryptohayes.medium.com/the-q-trap-f1a38312f00f 12:55 6 Signs Optimism Token is Coming https://twitter.com/optimismPBC/status/1516439426330599428 https://twitter.com/optimismPBC/status/1516767142720331777 15:45 Price Page for Optimism?! https://www.theblockcrypto.com/linked/142651/coinbase-shows-price-page-for-optimism-suggesting-a-token-could-be-on-the-way 18:35 UST: Crypto’s 3rd-Largest Stablecoin https://decrypt.co/98069/terra-stablecoin-ust-crypto-third-largest 19:19 Share of NFT Market https://imgur.com/e8paHhK https://www.sfermionresearch.com/research/a93zqom4t8df05icmjba1y43fpvoi3

23:15 RELEASES 24:00 SNEAK PEAK: Coinbase NFT Marketplace is Here (Beta) https://blog.coinbase.com/gm-coinbase-nft-is-now-in-beta- 25e6c052aa43 https://nft.coinbase.com/discover 26:30 Powered by 0x https://www.theblockcrypto.com/post/142684/coinbase-nft-marketplace-beta-launch https://www.coingecko.com/en/coins/0x 27:50 Ethereum Foundation Report https://twitter.com/AyaMiyagotchi/status/1515949698779164672 https://ethereum.foundation/report-2022-04.pdf 28:40 80% of Treasury Holdings https://thedefiant.io/ethereum-foundation-treasury/ 30:40 $JPG NFT Index from Index Coop https://twitter.com/indexcoop/status/1516780112443633667 31:40 Volt Protocol April 22, 2022 https://medium.com/volt-protocol/presenting-volt-f0ea2a38eb2e 34:15 Bankless Spring Calendar https://twitter.com/BanklessHQ/status/1516890191989936130

35:50 RAISES The Sandbox $400M - $4B Valuation https://www.theblockcrypto.com/linked/142466/the-sandbox-gears-up-to-raise-400-million-at-a-4-billion-valuation-report Framework Ventures $400M Blockchain Gaming Fund https://www.theblockcrypto.com/linked/142512/framework-ventures-unveils-400-million-fund-with-a-special-focus-on-blockchain-gaming Indian Crypto Exchange - CoinDCX $135M at $2.15B https://techcrunch.com/2022/04/18/indian-crypto-exchange-coindcx-tops-2-1-billion-valuation-in-new-135-million-funding/ EPNS $131M Series A https://twitter.com/epnsproject/status/1514605465530818567 Kevin O’Leary’s WonderFi Acquires Coinberry https://decrypt.co/98122/kevin-oleary-backed-defi-platform-wonderfi-to-acquire-coinberry-for-38m

37:35 JOBS https://pallet.xyz/list/bankless/jobs

39:45 NEWS 39:50 MetaMask 39:55 NFTs Getting Stolen Too https://www.theblockcrypto.com/post/142304/metamask-advises-users-to-disable-automatic-icloud-backups-of-its-wallet-data-to-prevent-hacks 40:00 Do This NOW! https://twitter.com/MetaMask/status/1515727239391809536 41:30 Beanstalk Exploit https://www.coingecko.com/en/coins/bean 44:50 North Korea hacked Ronin https://blockworks.co/fbi-says-north-korea-behind-625m-ronin-hack/ 47:00 ETH MakerDAO ETH L2 StarkNet Integration https://www.theblockcrypto.com/post/142641/makerdao-starknet-integration-ethereum-layer-2 47:22 NFTs 47:25 Punk 6529’s OM https://twitter.com/punk6529/status/1514718020849000461 50:15 Warner Music Group Partners with POAP https://www.prnewswire.com/news-releases/warner-music-group-partners-with-leading-web3-protocol-poap-inc-to-mint-shared-memories-as-nfts-301525635.html 52:05 NFT Influencer Shill List https://twitter.com/zachxbt/status/1516129830873583617 53:00 DeFi 53:05 Compound Ditch Yield Farmers Proposal? https://thedefiant.io/compound-incentive-overhaul/ 55:55 World 55:56 Crypto funding military defense… https://twitter.com/FedorovMykhailo/status/1515610384811626497

59:00 TAKES 59:30 Make Your Friends & Family Worry https://twitter.com/ljin18/status/1516884317200396288 1:01:30 Andre Cronje Culture https://www.theblockcrypto.com/post/142299/andre-cronje-crypto-culture-has-strangled-crypto-ethos 1:04:00 Welcome to Clown World https://twitter.com/Tree_of_Alpha/status/1515967463892168705 1:04:30 Mfers New Money Printer https://twitter.com/sartoshi_nft/status/1516680193842294787 https://twitter.com/TrustlessState/status/1517142456218750982 1:06:30 Spicy L222 https://twitter.com/TrustlessState/status/1516345954768666625

1:06:35 What David’s Excited About 1:14:30 What Ryan’s Excited About

1:22:20 MEME of the Week https://twitter.com/stusim/status/1514641617369640960

1:23:20 Closing & Disclaimers

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Moonbirds and the Future of Utility NFTs | Kevin Rose Apr 20, 2022

Kevin Rose is pioneering the intersection between the NFT ecosystem and content creation. Kevin founded digg, the news aggregator site that innovated community-curated content in the early days of Web2. With a macro perspective on all things digital, Kevin has thrived as a builder and investor on the cutting edge of the internet.

The recent launch of Moonbirds is shaping up to be the best NFT drop of 2022, with a flood of volume and lofty valuations. In this episode, we dive into why it worked so well, as well as the lessons learned and actionable takeaways. We also score some advice for Bankless as fellow crypto-native content creators!

The premium of Utility NFTs is growing rapidly, and we’re witnessing the growth in real time with innovative projects like Moonbirds that build upon previous successful projects. Aligning communities, creators, tokens, and value is how we onboard 1 billion people into crypto, and pioneers like Kevin are helping us pave the way.

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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👻 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 7:30 Kevin Rose 11:10 What is Proof? 18:14 Tokens, Creators, Communities 26:15 The Revenue Model 32:35 Diamond Handers & Tokens 39:57 The Moonbirds Launch 46:52 What’s Coming 50:55 Lessons 57:00 How to Launch an NFT 1:03:40 Utility NFTs 1:11:30 Bankless NFT? 1:17:17 On The Horizon 1:19:12 Closing & Disclaimers

------ Resources:

Kevin on Twitter: https://twitter.com/kevinrose?s=20

Proof Podcast: https://www.proof.xyz/

Moonbirds Launch: https://decrypt.co/98112/kevin-roses-moonbirds-ethereum-nft-launch-generates-280m-in-two-days

Proof Collective: https://opensea.io/collection/proof-collective

Proof Website: https://collective.proof.xyz/

Moonbirds: https://moonbirds.xyz/

Dune Dashboard: https://dune.com/sealaunch/Proof-Moonbirds

Moonbirds on Opensea: https://opensea.io/collection/proof-moonbirds

----- 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

114 - In Defense of Bitcoin Maximalism | Vitalik Buterin Apr 18, 2022

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/114-vitalik-debrief

---- Vitalik returns to Bankless once again—this time to defend Bitcoin Maximalism of all things. On April Fools Day this year, Vitalik posted an article to his blog titled 'In Defense of Bitcoin Maximalism,' but instead of being a pure troll, the Ethereum Founder approached the piece with truth and crafted a salient & compelling argument.

By steel-manning maximalism, Vitalik lays out a very reasonable case for the merits intolerance and toxicity. Philosophical and contrarian episodes like these help us understand the industry better, encouraging empathy for all sides of the debate.

We explore this in context of Ethereum maximalism as well, and Vitalik offers some sage advice to Bankless. This conversation is far more philosophy-based than tech-based, but as we've seen, Vitalik is as comfortable in this setting as he is discussing the latest EIPs or protocol upgrades.

Also, Vitalik spills the tea on Twitter's new favorite drink—the VB.

------ 📣 THE GRAPH | Graph Day in San Francisco | June 2-5 https://bankless.cc/GraphDay

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------ 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 8:30 Green Tea and Twitter Hate 15:47 The April Fools Article 22:35 Crypto Grifters and Security 29:22 Taking Responsibility 37:19 Performative Weirdness 43:33 The Culture Stack 49:14 Value Tradeoffs 53:40 Lessons from BTC Maximalism 57:45 Why Maximalism is Good 1:02:30 Why Maximalism is Ridiculous 1:12:16 The Best of Both Worlds 1:16:10 Bored Weird Vitalik NFTs 1:23:05 Spotlights vs Insults 1:29:30 ETH Maximalism 1:39:41 Advice for Bankless 1:45:15 Composability & Onboarding 1:53:00 The Middle Path

------ Resources:

Vitalik on Twitter: https://twitter.com/VitalikButerin

Vitalik's Blog Post: https://vitalik.ca/general/2022/04/01/maximalist.html

Time Magazine: https://time.com/6158182/vitalik-buterin-ethereum-profile/

Survive, Thrive Theory of the Political Spectrum: https://slatestarcodex.com/2013/03/04/a-thrivesurvive-theory-of-the-political-spectrum/

Bored Weird Vitalik Club: https://weirdvitalik.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

ROLLUP: Elon Musk Buys Twitter?! | 8.5% Inflation | Tax Week | Epic Games Building the Metaverse Apr 15, 2022

2nd Week of April, 2022

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------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

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👻 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

5:00 MARKETS 5:05 BTC Price 5:47 ETH Price 6:35 Ratios, BED, Gas https://www.indexcoop.com/bed 10:55 Total Crypto Market Cap https://www.coingecko.com/en/global_charts 12:00 ETH Min Gas Price Post-Merge https://twitter.com/domothy/status/1512817907130114059 16:00 ICHI Token https://www.theblockcrypto.com/post/141788/ichi-token-price-collapses-by-99-in-latest-defi-debacle 20:42 White House: Extraordinarily Elevated Inflation https://twitter.com/disclosetv/status/1513574076383645699 https://www.reddit.com/r/Superstonk/comments/u1xynt/the_annual_inflation_rate_in_the_us_accelerated https://twitter.com/TrustlessState/status/1514569232306118659 26:00 Bloomberg Merge Estimates https://twitter.com/RyanSAdams/status/1513892957371437074

34:10 RELEASES 34:40 Robinhood Crypto Wallet Transfers https://www.theblockcrypto.com/post/141008/robinhood-widens-user-access-for-crypto-wallet-transfers-unveils-plan-to-support-lightning-payments-for-bitcoin 36:53 Polygon KPI Liquidity Mining https://twitter.com/0xPolygon/status/1511373161623089152 38:50 Umbra Now Available on Optimism & Arbitrum https://www.scopelift.co/blog/umbra-launches-on-optimism-and-polygon 39:35 Uniswap Swap Widget https://twitter.com/Uniswap/status/1514603576093335553 41:00 AVAX Mempool Opening Up https://twitter.com/trustlessstate/status/1514013436878983173

44:50 RAISES 44:55 Epic Games $2B to build an Avatar Filled Metaverse https://twitter.com/FT/status/1513575145805336577 45:45 Uniswap Labs Ventures https://twitter.com/Uniswap/status/1513564875037061122 50:00 Circle $400M https://www.prnewswire.com/news-releases/circle-announces-400m-funding-round-301523647.html 50:20 AVAX Labs https://twitter.com/TheBlock__/status/1514615631877836814 52:45 Ignite (formerly Tendermint) Launches $150M Accelerator https://www.theblockcrypto.com/post/141302/ignite-formerly-tendermint-launches-150-million-accelerator-for-web-3-projects?ref=coingecko 53:35 Goldman Sachs Invests $88M in Certik 54:13 Nomad $22M https://blog.nomad.xyz/nomad-raises-22m-seed-round-for-security-first-interoperability-5d6b15c96007?gi=1dbc2b9da21d

54:33 JOBS https://pallet.xyz/list/bankless/jobs

55:34 NEWS 55:40 Merge Won’t Be in June https://twitter.com/timbeiko/status/1514010098145759232 57:50 Maple x Maker https://maplefinance.medium.com/maker-x-maple-a-partnership-to-scale-the-digital-economy-38f6ce0fce1b 58:35 Meta 50% Commission on NFTs https://twitter.com/banklesshq/status/1514333528292536328 1:00:05 The BAYC Brand/Restaurant https://twitter.com/BoredNHngry/status/1513599188243652610 1:02:30 Coinbase Interactive 3-Part Film - BAYC the Movie https://twitter.com/coinbase/status/1513589848048689152 1:03:52 Jack Dorsey NFTs Not Rare? 1:06:23 ETH NFT-Backed Loan Market https://decrypt.co/97190/ethereum-nft-backed-loan-market-heats-up-as-cryptopunks-owner-borrows-8-3m 1:07:13 Elon 1:07:30 Not Joining Twitter Board? https://www.theblockcrypto.com/linked/141437/elon-musk-reverses-decision-to-join-twitters-board https://twitter.com/elonmusk/status/1514564966564651008 1:09:38 Axie Infinity 1:09:45 Hacker Launders 7.5% of Stolen ETH https://twitter.com/watcherguru/status/1512819830927376384 1:15:36 $NEAR Launches April 20th https://twitter.com/Route2FI/status/1512166993671168003

1:15:48 REGULATION 1:15: 50 USDC Stablecoin Issuer Hires Execus to Oversee Regulation 1:16:11 Celsius No More Deposits 1:17:00 Uniswap Labs Being Sued

1:23:11 TAKES 1:23:46 U.S. Taxes https://twitter.com/DanPriceSeattle/status/1513552893688827907 1:24:22 Local or Global DeFi Winners https://twitter.com/RyanSAdams/status/1513865713739608076 https://twitter.com/hildobby_/status/1513874645371559936 1:27:20 Who Could’ve Foreseen This? https://twitter.com/ercwl/status/1513681327354171403 1:29:30 This is Why We Fight https://twitter.com/TrustlessState/status/1514356560516030464

1:36:52 What David’s Excited About 1:39:00 What Ryan’s Excited About

1:41:35 MEME of the Week https://twitter.com/Pollo2x/status/1514335011461218307 https://twitter.com/TheRugNews/status/1514615385806426117 1:42:55 Closing & Disclaimers

1:43:08 Moment of Zen https://twitter.com/songadaymann/status/1512141935959494656

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Alpha Leak | The Bull Case for TreasureDAO Apr 14, 2022

What is TreasureDAO? Ever heard of that small gaming company, Nintendo? They're trying to build the decentralized version of it. How? David brings on two of their co-founders to discuss that and so much more. Bullish? Bearish?

Let us know your thoughts in the comments below or on Twitter @trustlessstate

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

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👻 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

------ Timestamps: 0:00 Intro 6:30 Backgrounds 11:05 Why Anon? 12:25 What is Treasure its History 17:40 Why $MAGIC Won 22:00 The Bull Case for Treasure 26:40 The Nintendo of the Metaverse 31:45 Bridgeworld 39:40 Harvesting $MAGIC 52:30 Smolverse 1:02:10 Treasure Community Video 1:07:05 How TreasureDAO is Structured 1:14:05 Treasure's NFT Marketplace 1:19:38 Treasure's L1 Blockchain 1:28:10 David's Summary

------ Resources:

TreasureDAO https://twitter.com/Treasure_DAO

Bridgeworld https://bridgeworld.treasure.lol/

Smolverse https://www.smolverse.lol/

John Patten https://twitter.com/jpatten__

Gaarp https://twitter.com/_gaarping

Pta https://twitter.com/pugmassacre

----- 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

FRAX & the 4pool Curve Takeover | Sam Kazemian Apr 13, 2022

Sam Kazemian is the founder of Frax, the fractional-algorithmic stablecoin protocol. After co-founding the decentralized Wikipedia startup Everipedia, Sam set out to pioneer the algorithmic stablecoin space. The FRAX stablecoin now has a market cap of over $2.6 billion, and the protocol’s FXS governance token is up 300% in the last year.

In this episode, we explore the Stablecoin Wars, in which different protocols compete for liquidity and composability in DeFi. Sam brings a 1st-person perspective into the developments surrounding UST and the recently launched 4pool on Curve, which consists of stablecoins UST, FRAX, USDT, and USDC.

A highlight of this conversation is Sam’s parable of an archetypal central bank, in which he cruises through a number of salient takes on money markets and macroeconomics. There is a lot to learn about this Cambrian explosion of financial technology, and Sam is a great teacher. Stick around to find out why walked away from this conversation bullish on Frax.

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⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum

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🏦 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 Sam from Frax 7:50 The Stablecoin Narrative 13:45 The Central Bank Parable 24:45 Backing an Exchange Rate

28:10 Frax Analytics | What is Frax? 37:34 Frax Analytics | The Peg 42:30 Frax Analytics | Comparing 45:03 RSA Gets Frax-Pilled

49:42 MIM vs UST 53:16 The LUNA Token 56:41 Frax Roadmap | FPI

1:04:36 The 4pool 1:14:00 The Stablecoin Wars 1:18:35 What Happens Next? 1:23:20 Closing & Disclaimers

------ Resources:

Sam on Twitter https://twitter.com/samkazemian

Frax Finance https://app.frax.finance/

Decentralized Finance and the Debt Cycles https://academy.blue-swan.io/blog/decentralized-finance-and-the-debt-cycles

Market Share Chart https://www.theblockcrypto.com/data/decentralized-finance/stablecoins/total-crypto-backed-and-algorithmic-stablecoin-supply

Do Kwon’s 4pool Tweet https://twitter.com/stablekwon/status/1510021707377287170

----- 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 Divine DAO with Tracheopteryx | Layer Zero Apr 12, 2022

Tracheopteryx is the founder of Coordinape, the intersubjective coordination tool. Coordinape allows DAO contributors to collectively reward each other as an alternate—and more elegant—means of compensating work & value.

Trach has been on a podcast circuit lately, cruising through big cerebral topics orbiting DAO coordination and biomimicry.—addressing technology and civilization from a biological perspective is underrated.

How do we shift from a ‘command & control’ approach to ‘sense & respond’? How can we take lessons from nature and plug them into novel systems powered by technology?

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

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------ 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:

4:30 Tracheopteryx & Biology 10:25 Sense & Respond 16:04 Organizational Empathy 21:25 The Digital Shift 27:43 The 100 Year Plan 33:17 Trach’s ETH Denver Talk 40:15 DAO Coordination 46:00 Are We Ready for This? 54:38 Guide for DAOers 1:01:58 DAO Tooling 1:07:51 Crypto Culture 1:16:20 Create Your Reality 1:22:35 Legacy and Art 1:28:20 A Quest for Freedom

------ Resources:

Tracheopteryx on Twitter: https://twitter.com/tracheopteryx?s=20&t=0h3kPUe5VlnDmfCi1bpAfg

Trach's ETHDenver Talk: https://youtu.be/anDAtWrhDnE

Yearn Finance: https://twitter.com/iearnfinance?s=20&t=0h3kPUe5VlnDmfCi1bpAfg

Coordinape: https://twitter.com/coordinape?s=20&t=0h3kPUe5VlnDmfCi1bpAfg

----- 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

113 - How to Be Early | Olaf Carlson-Wee Apr 11, 2022

Olaf Carlson-Wee is the Founder and CEO of Polychain Capital, a crypto investment firm that he founded in 2016. Olaf is a brilliant independent thinker which has led him to be the first in many things, one being the first employee of Coinbase.

In this episode, we dive into how he utilizes and became a contrarian thinking, which blockchain he believes has the potential highest likelihood to accrue the most value, the future of work and decentralized governance, and so much more.

Because of Olaf’s OG crypto tier status, he’s seen the evolution of the space from the very beginning. His experience—combined with the way he uniquely thinks—makes his vision for the future not only inspiring but promising.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode

https://shows.banklesshq.com/p/113-olaf-debrief

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

------ 🚀 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 6:27 Has Crypto Played Out the Way Olaf Thought 10:15 Why Olaf Caught the Crypto Bug 17:35 Olaf’s Interest in Smart Contracts & Ethereum 23:50 Views on Vitalik 25:40 Independent Thinking 30:27 Why is Olaf is Here 32:40 The Common Traps of Crypto 34:12 The Wins Olaf’s Most Proud of 41:18 Which Chain Comes Out on Top 55:11 The Blockchain Spectrum 58:52 Forecasting Value Accrual 1:01:27 Olaf’s Thoughts on Ethereum & Decentralization 1:12:30 The Future of Work & Scaling DAOs 1:18:01 Crypto vs. The Nation State 1:21:50 Lightning Round 1:23:55 What’s Currently Obvious to Olaf 1:26:19 Closing & Disclaimers

------ Resources:

Olaf Carson-Wee https://twitter.com/zxocw

Polychain Capital https://twitter.com/polychain

----- 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: Elon Musk Twitter | UK Royal NFT | Bitcoin Miami | DAI vs UST Stablecoin Wars | Axie Bailout Apr 08, 2022

1st Week of April, 2022

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

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------ BANKLESS SPONSOR TOOLS:

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❎ 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 TreasureDAO Episode: https://twitter.com/BanklessHQ/status/1511872552506822659?s=20&t=WbJQ5zuUE9BXd99qzPdN5A Alpha Report: https://newsletter.banklesshq.com/publish/post/51732127

7:00 MARKETS 7:30 BTC Price 7:58 ETH Price 8:42 Ratios, BED, Gas https://www.indexcoop.com/bed 9:54 Fed Balance Sheet https://www.cnbc.com/2022/04/06/fed-minutes-march-2022-meetings-.html 14:24 Rotating into ETH https://twitter.com/cryptogucci/status/1512085818524897281?s=21&t=qPqhKu1eKrKDS-yUtxgyKw

17:00 RELEASES 17:30 Arbitrum Nitro https://offchain.medium.com/its-nitro-time-86944693bf29 21:19 Instadapp Lite https://twitter.com/Instadapp/status/1509258038875725824?s=20&t=sei-8RiGFbL_d_xsCVskEg 21:50 Layer Zero Labs https://twitter.com/layerzerointern/status/1511082947108954116?s=20&t=CM5BnGZnZinaXdsKpF9eaA Omnichain NFTs: https://metaversal.banklesshq.com/p/omnichain-nfts 23:50 icETH https://twitter.com/indexcoop/status/1511418458503880705?s=21&t=9Ibd7vOXsldggFiCgKrWPA 26:15 Tracer Trading Competition https://twitter.com/TracerDAO/status/1511382761831284746?s=20&t=e5tACKpmjMSqzmNX3bTTiQ

RAISES 27:05 LFG Buys BTC & AVAX https://www.theblockcrypto.com/post/140827/luna-foundation-guard-buys-a-further-231-million-of-bitcoin 34:34 Wormhole Valuation https://www.theblockcrypto.com/post/140100/crypto-bridge-wormhole-seeks-2-5-billion-price-tag-in-private-token-sale 36:27 Fractal Seed Round https://www.theblockcrypto.com/linked/140296/twitch-co-founders-nft-startup-nets-35-million-in-seed-funding 37:20 Chorus Ventures https://twitter.com/ChorusOne/status/1511006353456005126?s=20&t=aJBiCBRHq9BMxPU07kxSwg 37:38 Boba Network https://blockworks.co/boba-network-valuation-hits-1-5b-after-45m-series-a-round/ 39:38 Lightning Labs https://www.coindesk.com/business/2022/04/05/lightning-labs-raises-70m-to-bring-stablecoins-to-bitcoin/ 40:28 Coin Metrics https://www.theblockcrypto.com/linked/140860/coin-metrics-35-million-funding-data 40:59 Binance US https://techcrunch.com/2022/04/06/binance-us-raises-over-200m-in-first-seed-round-hitting-a-4-5b-valuation-as-it-preps-for-ipo/ 41:40 Near https://thedefiant.io/near-fundraising-round/

44:25 JOBS https://pallet.xyz/list/bankless/jobs

1:10:45 TAKES 1:11:15 Leading Bull Markets https://twitter.com/NTmoney/status/1510750296766443526?t=PF_lZfIpY9q8vIHMBmAaYQ&s=19 1:13:18 Decade Wealth https://twitter.com/RyanSAdams/status/1511335785848614923?s=20&t=pu2Lo4bvB6ZEuOjXE0XAjA 1:15:56 Bitcoin Brainwashing https://twitter.com/hasufl/status/1511470668457652224?s=21&t=cyiYBuCMpp87UBQirFDeng 1:21:05 Narratives https://twitter.com/pythianism/status/1511040872376242176 1:21:58 Mobile vs Desktop https://twitter.com/divine_economy/status/1511752759363702795?s=20&t=pvNrwrJabwSxq3uHB7IboQ 1:23:03 Developer Value https://twitter.com/lennysan/status/1511019486643515400?s=20&t=5_FU3CY3NmFjP51gaWv2PA

1:23:53 What David’s Excited About 1:26:40 What Ryan’s Excited About

1:28:31 MEME of the Week https://twitter.com/cmsintern/status/1511658314815397890?t=OyXe0lKV8auz150kYpO9eg&s=19

1:31:40 Closing & Disclaimers

----- 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: New Paradigm or Ticking Time Bomb? | Terra Bear vs. Bull Apr 07, 2022

Terra is exploding. Do Kwon and the Terra ecosystem are turning Bitcoin into their collateral asset of choice to backstop LUNA and the UST stablecoin. Over the last several weeks, the Luna Foundation Guard (LFG) have bought over 30,000 BTC... and they don't plan to stop there.

As the LFG climbs the ranks of bitcoin holders, Do Kwon has started playing empire games—claiming victory over the Curve Wars with the 4pool (which contains UST, Frax, USDC, and USDT), calling for the end of DAI, and attempting to build out the Terra ecosystem as the ultimate power in the universe.

Is Terra (UST) the future of crypto money? Or is it a ticking time bomb waiting to explode? Perhaps the truth is somewhere in the middle, so we're going to debate it. From the bull side is Delphi Digital's José Maria Macedo, and representing the skeptics is Selini Capital's Jordi Alexander.

------ CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

------ 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

------ Timestamps:

0:00 Intro 7:30 LUNA/UST Fundamental Properties 15:15 The Balance Between LUNA/ETH 20:00 Why Bullish/Bearish? 25:28 Why is UST a Successful Stable? 30:19 Are Algo-Stablecoins Unstable? 42:25 Anchor's Utility 48:02 Do Kwon $10B Purchase of LUNA 52:02 Is UST Becoming a Bank? 57:00 Risks of De-pegging 1:06:30 Has LUNA/UST Been Tested? 1:15:00 Do Kwon & Decentralization 1:27:50 Do Kwon's 4pool 1:39:05 Potential Nightmare Scenarios 1:48:04 Closing Arguments

------ Resources:

Jordi Alexander CIO of Selini Capital https://twitter.com/gametheorizing

Jose Macedo Founding Partner, Delphi Digital https://twitter.com/zemariamacedo

----- 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 Element Airdrop & DAO Launch | Will Villanueva & Jonny Rhea Apr 06, 2022

Element Finance is an open-source protocol for fixed and variable yield markets.

Yield markets you say? Like the incoming Trillion-dollar ETH Staking yield market?

Come learn about how Element is putting a financial layer on top of Ethereum staking, and the other cool new inventions that the Element team has for the DAO space.

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------ 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

------ Guests:

Will Villanueva - CEO of Element, previous worked at Consensys doing research on Ethereum Sharding

Jonny Rhea - CTO of Element, previously worked at Consensys working on an Ethereum client.

----- Topics Covered:

0:00 Intro 8:30 What is Element? 13:37 The ELFI Airdrop 19:05 The zk Claim Process 25:48 Non-Transferable 29:20 NFTs & DAO Governance 35:57 Council Governance 41:14 Voting Vaults 49:58 Maximally Expressive Governance 53:55 ETH Staking Yield 1:01:06 Protocol Security 1:07:50 Bullish PoS Merge 1:15:10 What's Next for Element? 1:18:22 Closing & Disclaimers

------ Resources:

DAO Launch Announcement: https://mirror.xyz/0x3fcAf7DDf64E6e109B1e2A5CC17875D4a5993F39/bctuLRkf7oBL4mMJ9lPf0y0blFjBDslTUfUL0CEk1gc

Guide to Element: https://newsletter.banklesshq.com/p/a-guide-to-fixed-income-on-element?s=w

Yield Token Compounding: https://ytc.component.fi/ytc?base_token=0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48

Previous Bankless show with Element https://www.youtube.com/watch?v=iF5O1rPbsm4

----- 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

Cults, Culture, & Crypto with Meltem Demirors | Layer Zero Apr 05, 2022

Meltem Demirors is the Chief Strategy Officer of CoinShares, a digital asset investment firm that manages $4B. Meltem is also known as the vibes sorceress, curator of vibes, and the queen of crypto. She’s been in the space for more than eight years and has seen the ebbs and flows of not only the markets, but the people that make up the space.

As a whole, the people that make up the space are part of the entire crypto cult. Whether you’re team Bitcoin or Ethereum, or whichever other coins, protocols, DAOs, people, etc. you support—you’re part of the cult. We don’t mean the negative connotation of the word cult, anon. Relax. Cults are everywhere.

Over the years, the online magic of crypto has bled into the IRL side of the space. How will this trend impact the future of the space? Why are cults everywhere? What advice does Meltem have for new crypto participants? Answers to these questions and so much more in the episode.

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

------ 🚀 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 5:02 Meltdem’s Trajectory into Crypto 13:08 When Crypto Became Real 20:17 The Power of Removing Your Ego 27:50 Why Meltdem was Wrong About Ethereum 34:24 Cults Are Everywhere 46:00 Cults vs. Communities 48:00 Meaning & Social Crypto Culture 52:00 Inter-generational product-market fit 54:50 Developing Your Own Perspective 1:05:53 How Social Crypto Has Changed 1:20:15 Meltem’s Advice For People New to the Space 1:22:44 What Meltem’s Optimistic About

------ Resources:

Meltem Demirors https://twitter.com/Melt_Dem

CoinShares https://coinshares.com/

Simulacra and Simulation by Jean Baudrillard https://www.goodreads.com/book/show/22613.Simulacra_and_Simulation

The Denial of Death by Ernest Becker https://www.goodreads.com/book/show/2761.The_Denial_of_Death

Finite and Infinite Games Book by James Carse https://www.goodreads.com/book/show/189989.Finite_and_Infinite_Games

----- 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

112 - Into the Funtier | Packy McCormick Apr 04, 2022

Packy McCormick is the writer of Not Boring, an investor at Not Boring Capital, and an advisor to the a16z Web3 Fund. Packy has a sharp intuition for general trends, and he puts in the work to understand and thoughtfully communicate his findings outward. Writing and creating content is a great way to learn and share knowledge—we would know.

In this episode, we explore five of Packy’s most salient articles orbiting around the crypto space. Unraveling the secret recipe for crypto (and life), managing the delicate balance between money and fun is the key to winning these games. Making money on the internet with friends is the new normal.

As a talented writer and a great thinker, Packy is a born-again crypto enthusiast as of 2021. He is able to synthesize this chaotic space with fresh eyes, bringing prior knowledge to guide his understanding.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/112-packy-debrief

------ 📣 CONSENSYS | M·A·C: NFT Collection for a Good Cause https://bankless.cc/MAC

------ 🚀 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 5:30 Packy McCormick’s Journey 9:55 Born-Again Crypto Enthusiast 12:48 Own The Internet 21:00 Solana Summer 29:32 Monolithic vs Modular 35:44 The SOL Value Prop 42:08 Winner Take All? 47:30 Real vs Fake Culture 55:00 Status Monkeys 1:02:10 NFTs as Status 1:06:23 The Pareto Funtier 1:14:05 A Sense of Meaning 1:19:43 The Web3 Debate 1:29:45 Predicting This Decade 1:35:02 Closing & Disclaimers

------ Resources:

Packy McCormick https://twitter.com/packyM?s=20&t=zppneMsLXcmxhoe3-5z7OA Not Boring https://www.notboring.co/ Ethereum - Own the Internet https://www.notboring.co/p/own-the-internet?s=r Solana Summer https://www.notboring.co/p/solana-summer?s=r Status Monkeys (NFTs) https://www.notboring.co/p/status-monkeys The Pareto Funtier https://www.notboring.co/p/the-pareto-funtier?s=r The Web3 Debate https://www.notboring.co/p/the-web3-debate?s=r Player Piano https://www.amazon.com/dp/0385333781?psc=1&smid=ATVPDKIKX0DER&ref_=chk_typ_imgToDp

----- 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 Bull Case for MKR | Sam MacPherson, Niklas Kunkel & monetsupply.eth Apr 02, 2022

MakerDAO is one of the most underappreciated DAOs in DeFi. At least, that's what David thinks. We're bringing on three DAO members to discuss the most bullish elements about MakerDAO.

Hear how their recent deal with Tesla (yes, the real-world electric car manufacturer) happened, what it means for their future, how the $MKR tokenomics work, and so much more!

------ 📣 MAC NFT DROP https://bankless.cc/MAC

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❎ 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

------ Timestamps:

0:00 Intro 7:30 What is MakerDao 14:30 $MKR Price Action Curse? 19:10 Maker’s Meta Goals 21:36 Increasing the $DAI Supply 33:53 Increasing the $DAI Demand 45:23 The Future of Maker’s Collateral 51:45 Tesla Taps MakerDAO 1:01:34 Legal Structural Components 1:06:00 Bridging Real World Assets 1:12:05 L222 1:18:39 $MKR Tokenomics 1:31:11 Why Bullish MakerDAO

------

Resources:

MakerDAO: https://twitter.com/MakerDAO

Sam MacPherson: https://mobile.twitter.com/hexonaut

Niklas Kunkel: https://twitter.com/nomos_paradox

monetsupply.eth https://twitter.com/MonetSupply

Maker Burner www.makerburn.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

ROLLUP: Bankless Arena?! | $600M Crypto Hack | Prepare for the Merge | PoS & PoW Misconceptions Apr 01, 2022

Last Week of March 2022

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👻 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

------ Timestamps:

PERMISSIONLESS TICKETS https://blockworks.co/events/permissionless/

0:00 Intro

6:25 MARKETS 6:28 BTC Price 7:31 ETH Price 8:14 ETH/BTC Ratio 8:30 TA Candy https://newsletter.banklesshq.com/p/is-the-bear-market-over-lite 11:04 $BED https://app.indexcoop.com/bed 11:30 Gas Markets https://dune.xyz/hildobby/Gas 12:55 Top DeFi Lending Protocol https://thedefiant.io/anchor-passes-aave-tvl/ https://defillama.com/ 17:35 DPI is 1st DeFi Index on CEX https://twitter.com/Gemini/status/1508784238488961028 19:40 Half of Germans to Invest in Crypto https://cointelegraph.com/news/almost-half-of-germans-to-invest-in-crypto-report 20:55 100 People vs. 9.75M Users = $40K https://twitter.com/RAC/status/1507189330694967296 23:15 20k Private ETH https://twitter.com/aztecnetwork/status/1508368318138236933

28:50 RELEASES 29:18 Wells Fargo Arena, Now Bankless Arena https://newsletter.banklesshq.com/p/breaking-wells-fargo-arena-now-bankless?s=w 31:30 Apple Pay in Metamask https://beincrypto.com/iphone-users-score-apple-pay-integration-with-popular-crypto-wallet-metamask/ 32:35 OpenSea Adds Solana NFTs https://twitter.com/opensea/status/1508851483449585670 33:40 Polygon Zk Web3 Identity Services https://www.theblockcrypto.com/post/139735/polygon-unveils-identity-service-leveraging-zero-knowledge-proofs 36:00 BNB Chain to Launch Sidechains https://www.theblockcrypto.com/post/139409/bnb-chain-to-launch-application-specific-sidechains-to-reduce-network-strain 37:37 Opera Beating Brave? https://blogs.opera.com/crypto/2022/03/opera-web3-polygon-solana-starkex-bitcoin-ixo-ronin-nervos-celo/ 39:05 DeFi Saver https://twitter.com/DeFiSaver/status/150883134852551885

39:37 RAISES 39:50 Sequoia, FTX, A16z $135M LayerZero Investment https://www.coindesk.com/business/2022/03/30/a16z-ftx-and-sequoia-lead-155m-round-for-layerzero-at-1b-valuation/ 41:21 Avalanche Another $100M Fund https://www.theblockcrypto.com/post/139265/avalanche-launches-100-million-creator-fund-with-grimes-and-web3-platform-op3n 45:30 $5M Seed for ZkLend https://www.coindesk.com/business/2022/03/29/delphi-digital-leads-5m-seed-round-for-money-market-protocol-zklend/ 46:25 nfty chat https://twitter.com/nftychat/status/1508517166425034764 https://nftychat.xyz/ https://metalink.com/login

47:37 JOBS https://pallet.xyz/list/bankless/jobs Bankless Talent Collective https://bankless.pallet.com/talent/welcome Great Testimonial https://twitter.com/BanklessHQ/status/1508888147576373249

49:30 NEWS 49:45 Biggest Hack in Crypto History? $600M… 49:55 What Happened? https://twitter.com/Ronin_Network/status/1508828722085867521 50:10 William Peaster Breaks it Down https://metaversal.banklesshq.com/p/analyzing-the-ronin-bridge-hack https://twitter.com/kelvinfichter/status/1508839255996522508 52:30 FTX Deposit https://twitter.com/FrankResearcher/status/1508832517826174989 54:15 SBF Tweet https://twitter.com/SBF_FTX/status/1508839529293176847 56:15 Reimbursement https://beincrypto.com/players-to-be-reimbursed-promise-axie-infinity-team-after-breach/?ref=coingecko 57:30 Can’t Do This Hack on Polygon https://twitter.com/Mudit__Gupta/status/1508882791525724163

1:02:55 ETH 1:03:15 5 Things to Know About the Merge https://twitter.com/trent_vanepps/status/1508478499325202435 1:09:50 Bloomberg Intelligence PDFs 1:11:23 Ethereum Report - Institutions https://twitter.com/RyanSAdams/status/1508448302576148480 1:13:40 Misconceptions about PoS https://newsletter.banklesshq.com/p/4-misconceptions-about-pos-vs-pow?s=w Vitalik on the Road not Taken https://twitter.com/VitalikButerin/status/1508915954570436612

1:18:26 NFTs 1:18:30 Tiffany & Co Buys NFT https://twitter.com/TiffanyAndCo/status/1508149472198549505 1:19:32 Budweiser beer.eth Cans https://twitter.com/budweiserusa/status/1507507766759411712

1:20:35 BITCOIN 1:20:40 MacroStrategy $205M Loan https://www.theblockcrypto.com/linked/139719/macrostrategy-silvergate-loan-more-bitcoin 1:21:22 Change the Code https://www.cleanupbitcoin.com/ https://www.greenpeace.org/usa/news/change-the-code-not-the-climate-greenpeace-usa-ewg-others-launch-campaign-to-push-bitcoin-to-reduce-climate-pollution/ 1:25:10 Counter https://twitter.com/MessariCrypto/status/1500492844758351875

1:26:25 REGULATION / TRADFI / MISC. 1:26:40 Canadian Regulators Crack Down https://twitter.com/ryansadams/status/1507425569310392322 1:27:56 Canada’s Next Leader? https://twitter.com/PierrePoilievre/status/1508535716795531273 1:28:55 EU Unhosted wallets https://twitter.com/paddi_hansen/status/1509536318585454597 1:30:35 Write the SEC https://twitter.com/DanSpuller/status/1509178997858521090 1:32:12 MakerDAO Hooking Up With Traditional Bank https://thedefiant.io/makerdao-bank-deal-dai-loans/ 1:35:20 Maker Panel https://youtu.be/woW1nAWFTEI

1:38:10 TAKES 1:38:30 Epicenter of Digitization https://twitter.com/mikemcglone11/status/1509163605354291205 1:39:30 What Are You in Crypto For? https://www.reddit.com/r/CryptoCurrency/comments/tokbqf/yes_i_am_in_it_for_the_money_and_i_dont_care_what/

1:45:15: How Many Jobs You Got? https://twitter.com/nftnoobbby/status/1509043140325425157 1:45:45 Democratizing Force https://twitter.com/RoninImperial/status/1509293153349734402 1:45:50 The Point of Crypto is to _______ https://twitter.com/RyanSAdams/status/1509217719555702786

1:46:50 MEME of the Week https://newsletter.banklesshq.com/p/is-the-bear-market-over-lite?s=w https://twitter.com/sartoshi_nft/status/1508288792796581892

1:48:15 Disclaimers

Moment of Zen https://twitter.com/kmoney_69/status/1508915008704421890 ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

The Return of Aave | Stani Kulechov Mar 30, 2022

Coming off the heels of Aave's huge v3 release a couple weeks ago, we wanted to bring on Founder and CEO, Stani Kulechov to unpack it for us. Stani is also the Founder of Lens Protocol, a permissionless, composable, & decentralized social graph that might just be the future of Web3 social platforms.

How are Aave and Lens Protocol bringing this inevitable future to reality sooner than expected? What is the current state of the DeFi landscape? Buckle up because Stani will unpack these questions and so much more.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro 7:00 What's New With Stani 10:15 DeFi in 2021 14:13 Aave Portals 23:00 Maintaining Market Share 27:25 Forecasting the Future of Chains 32:57 Bridging & Security 37:38 Efficiency Mode 40:23 Isolation Mode 44:20 Stani's Thoughts on Rari 48:18 Future Aave Versions 54:30 Stani's PFP 57:15 Lens Protocol & Web3 Social 1:10:00 Lens Protocol All-Star Team & Roadmap 1:14:09 Rapid Fire Questions

------ Resources:

Stani Kulechov: https://twitter.com/StaniKulechov

Aave: https://aave.com/

Lens Protocol: https://lens.dev/

----- 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 Next Phase of Humanity with Metadreamer | Layer Zero Mar 29, 2022

⬆️ Join The Bankless Nation to listen to the Ad-Free version of this episode 🚀 ------

Metadreamer is the founder of Metafactory, the “digiphysical culture factory for the metaverse." He is a software engineer and designer in the DAO space, and has contributed to MetaGame, SourceCred, Coordinape, and Metacartel Ventures.

Dreamer is a DAO-er, touching many different parts of the Ethereum ecosystem. Every conversation we have with him is cerebral, as he is a cosmically deep thinker. He embodies core values of crypto such as optimizing for collaboration over competition, an abundance mentality, and a ‘Yes And’ approach to coordination.

The code we write can impact society for the better, and throughout this conversation, we explore the purpose of the crypto movement—with this new technology, we can change culture. Metadreamer’s is a revolution to build a better society.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:00 Metadreamer 5:27 Lowest Hanging Schelling Point 8:32 Seeking Purpose 12:05 Value vs Money 16:44 Expressing Value On-Chain 22:57 Attestations & Irrigation 29:07 Retroactive Public Goods Funding 35:44 Data & Value 41:10 Verifiable Credentials & Nature 45:05 Fear of Death 51:30 The Meta Goal 57:30 Rebirth & Terence McKenna 1:04:15 Allowing for Emergence 1:09:28 The Purpose & Psychadelics 1:14:16 Advice for Noobs 1:19:00 A ‘Yes And’ Mentality 1:21:00 An Optimistic Closing

------ Resources:

MetaDreamer on Twitter https://twitter.com/META_DREAMER?s=20&t=7d9hnQI1a-meDKaia1fiSg MetaFactory https://twitter.com/TheMetaFactory?s=20&t=F1T6UwK1wM_FE1AX6vsRWA MetaGame https://twitter.com/MetaFam?s=20&t=7d9hnQI1a-meDKaia1fiSg SourceCred https://twitter.com/sourcecred?s=20&t=7d9hnQI1a-meDKaia1fiSg Coordinape https://twitter.com/coordinape?s=20&t=7d9hnQI1a-meDKaia1fiSg MetaCartel Ventures https://twitter.com/VENTURE_DAO?s=20&t=7d9hnQI1a-meDKaia1fiSg

----- 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 PoW vs. PoS Debate | Lyn Alden & Justin Drake Mar 28, 2022

Lyn Alden is the Founder of Lyn Alden Investment Strategy and an expert in macro markets who’s also a strong Bitcoin, proof-of-work proponent. Her friendly counterpart, Justin Drake is a researcher at the Ethereum Foundation and is pro proof-of-stake. Both are recurring guests on Bankless!

The two experts debate which is better: proof-of-work or proof-of-stake for creating a global-crypto money system? Other topics include: economic security, deterrence and recoverability in the face of the dreaded 51% attack, minimization of governance power, economic fairness, commodity vs. equity money, and so much more!

Which is your preference, proof-of-work or proof-of-stake? Warning: after this debate, your preference may change.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-the-pow-vs-pos-debate-lyn

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:15 Backgrounds 8:12 The Better Monetary Premium 11:00 Equity, PoS, Commodity, PoW? 23:30 Hypothetical PoS Bitcoin 30:25 Lyn’s Rebuttal to Multiple Justin Claims 36:05 Justin’s Rebuttal to Multiple Lyn Claims 44:50 Inherently Fair or Unfair? 53:27 Different Kinds of Risk 57:30 Client Diversity 1:03:00 Lyn’s Macro Perspective 1:13:00 Justin’s Technical Perspective 1:17:42 Governance & Memes 1:29:55 The Rich Get Richer? 1:32:35 Closing Arguments

------ Resources:

Lyn’s Proof of Stake Article https://www.lynalden.com/proof-of-stake/

Economic Security & Efficiency https://docs.google.com/spreadsheets/d/1KdzhgbTqhRd0LndK4R8c50OK-s6W568Ydd1aytokwbs/edit#gid=0

Lyn’s Twitter https://twitter.com/LynAldenContact

Justin’s Twitter https://twitter.com/drakefjustin

----- 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

Shibuya’s Rethinking Production Studios with pplpleasr, Maciej Kuciara & Jacky | Alpha Leak Mar 27, 2022

Shibuya is not your typical Hollywood production studio. The storytelling side of things is built entirely using web3. And the inspiring team behind it is none other than wildly successful NFT artist pplpleasr, renowned concept designer/artist Maciej Kuciara, and experienced developer Jacky Wang.

Decentralized storytelling is a web3 creative model for crowdfunding production via NFTs/tokens. Choose-your-own-adventure storytelling, dynamic credits, character development all done using the power of web3. Hear more of Shibuya’s other grandiose ideas and so much more in the episode!

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 What is Shibuya 9:50 Shibuya’s Product Market Fit 15:05 Balancing Community Power Dynamics 18:02 Shibuya’s Experiments 25:15 Web3 Talent Coordination 28:30 Story Format 31:05 Community Decisions 33:05 Voting Fatigue & Power 36:02 Dev Challenges & Tokenomics 39:39 IP 43:41 Shibuya’s Spectrum of Engagement 46:48 Shibuya’s Grandiose Ideas 53:11 Key Ingredients to Success ------ Resources:

Shibuya’s Website: https://www.shibuya.xyz/

Shibuya’s Twitter: https://twitter.com/shibuyaxyz

pplpleasr: https://twitter.com/pplpleasr1

Maciej Kuciara: https://www.instagram.com/maciejkuciara/

Jacky: https://www.instagram.com/jackywangadventures

----- 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: The Institutions Are Here | Vitalik & Brady BFFs | Verge of the Merge | Senator Warren, Sup? Mar 25, 2022

4th Week of March 2022

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro

6:30 MARKETS 7:15 BTC Price 7:30 ETH Price 11:40 ETH/BTC Ratio 13:00 $BED https://www.indexcoop.com/bed 13:25 Record 2022 ETH Outflows https://twitter.com/intotheblock/status/1504838298858045459 16:35 Do Kwon BTC Reserves https://www.theblockcrypto.com/post/138892/do-kwon-reveals-plan-to-increase-usts-bitcoin-reserve-to-3-billion 20:00 $6B in ETH Burned https://decrypt.co/95574/nearly-6-billion-eth-burned-ethereum-2-0-edges-closer 20:30 7-Month Low https://thedefiant.io/ether-burn-rate-deflationary-the-merge/ https://ultrasound.money/ 21:45 Maple Finance Originates $1B of Loans https://blockworks.co/maple-finance-originates-1b-of-loans-in-10-months/

25:20 RELEASES 25:55 GameStop NFT Marketplace 26:05 Loopring’s LRC https://t.co/LMKyctfl2I https://twitter.com/loopringorg/status/1506548697689063429 https://beta.nft.gamestop.com/ https://www.coingecko.com/en/coins/loopring 29:05 Timeswap x Polygon https://twitter.com/TimeswapLabs/status/1505944790374006792 31:40 Robinhood Debit Card Crypto Rewards https://decrypt.co/95662/robinhood-new-debit-card-offer-crypto-rewards

33:20 RAISES 33:30 BAYC & a16z $450M https://www.theverge.com/2022/3/22/22991272/yuga-labs-seed-funding-a16z-bored-ape-yacht-club-bayc-metaverse-other-side 35:40 Yuga Slide Deck https://www.dropbox.com/s/k36t0v1b5ps0b9s/Yuga_deck_2.pdf?dl=0 38:10 A16z new PFP https://twitter.com/a16z/status/1506361154033045507 38:40 FTX, Animoca Bank $500M https://decrypt.co/95478/ftx-animoca-c2x-crypto-gaming-terra 39:40 FTX, Dave $100M https://www.coindesk.com/business/2022/03/21/ftx-invests-100m-in-banking-app-dave-forms-partnership-for-crypto-payments/ https://dave.com/ 40:50 Worldcoin to Raise $100M https://www.coindesk.com/business/2022/03/22/worldcoin-to-raise-100m-at-3b-token-valuation-report/ 45:00 Katie Haun $1.5B Crypto Fund https://decrypt.co/95715/andreessen-horowitz-vet-katie-haun-raises-billion-web3-fund 45:25 Frmr Polychain Capital Partner $125M Crypto Fund https://decrypt.co/95621/former-polychain-capital-partner-launches-125m-crypto-fund-that-will-become-a-dao 46:52 Qualcomm’s $100M Metaverse Fund https://www.theblockcrypto.com/linked/138848/chip-supplier-qualcomm-creates-100-million-metaverse-investment-fund 48:30 Mina Ecosystem $92M https://www.theblockcrypto.com/post/138264/mina-protocol-ecosystem-token-sale-three-arrows-ftx 50:00 Paradigm $8.75M Ribbon Finance https://twitter.com/coindesk/status/1506254872932409354 https://newsletter.banklesshq.com/p/how-to-make-money-with-automated 51:10 Dalio Finally Getting Into Crypto https://www.coindesk.com/business/2022/03/21/ray-dalios-bridgewater-investing-in-crypto-fund-sources/

54:55 JOBS https://pallet.xyz/list/bankless/jobs

56:25 NEWS 56:30 Vitalik TIME Cover https://twitter.com/time/status/1504760633342021645 58:25 Awful Quote Tweets https://twitter.com/vitalikbuterin/status/1504957024345501709 https://twitter.com/RyanSAdams/status/1504954329760944136 1:01:25 Vitalik Doesn’t Know Brady https://twitter.com/VitalikButerin/status/1504959516865138689 1:02:30 Brady is a Huge Vitalik Fan https://twitter.com/TomBrady/status/1505295283286167554

1:03:40 ETH 1:03:45 EIP 4844 - Proto-Danksharding https://www.eip4844.com 1:07:30 The Merge

1:08:55 NFTs 1:09:05 Arthur0x Phishing Scam 1:09:30 DeFiance Capital Founder $1.7M https://decrypt.co/95666/defiance-capital-founder-loses-1-7m-nfts-phishing-scam 1:09:45 How it Happened https://twitter.com/Arthur_0x/status/1506167899437686784 1:10:45 How to Stay Protected https://metaversal.banklesshq.com/p/hacker-group-stalks-nfts 1:13:05 Hollywood Disney’s Pixar Pals https://medium.com/veve-collectibles/disney-pixar-pals-25c6da53ab8e 1:13:30 The DC Universe NFTs https://www.dccomics.com/blog/2022/03/11/cartamundi-launches-dc-hybrid-physical-and-nft-trading-cards

1:14:00 REGULATION / TRADFI / MISC. 1:14:05 Goldman Sachs 1:14:10 New Website Who Dis https://twitter.com/krugermacro/status/1506785179213475843?s=20&t=PoSkEl9kUDn-miVPTXvMkg 1:14:30 Bankless Analyst Take https://twitter.com/BenGiove/status/1506838000168226818 1:15:45 Elizabeth Warren 1:15:50 Bill From Warren https://www.coindesk.com/policy/2022/03/17/senator-elizabeth-warren-announces-sanctions-compliance-bill-for-crypto-companies 1:21:30 FIFA World Cup & Crypto.com https://www.coindesk.com/business/2022/03/22/cryptocom-nabs-fifa-world-cup-sponsorship-for-undisclosed-sum

1:23:56 TAKES 1:24:30 Page 34 of the Cryptopians https://twitter.com/TrustlessState/status/1505984479399088128 1:27:40 JPEG vs. MP3 NFTs https://twitter.com/trustlessstate/status/1505279281139572738 1:30:15 Ethereum is Inflationary https://twitter.com/epolynya/status/1505153046455615488 1:32:45 The West’s Energy Pickle https://blog.bitmex.com/energy-cancelled/ 1:37:10 Donald Glover on NFTs https://twitter.com/unitedmasters/status/1506088529838972933 1:38:05 Future of NFTs https://twitter.com/j1mmyeth/status/1505956386571575297

1:41:30 What David’s Excited About https://twitter.com/TrustlessState/status/1507033311314845699 1:42:15 What Ryan’s Excited About

1:44:45 MEME of the Week https://twitter.com/PuffYatty/status/1506277389910872066

1:45:30 Disclaimers ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Crypto in Ukraine | Alex Bornyakov, Deputy Minister of Digital Transformation of Ukraine Mar 25, 2022

In this special episode, we bring on Alex Bornyakov, Ukraine’s Deputy Minister of Digital Transformation to discuss the current state of the war, crypto’s impact, and so much more.

Since the start of the Russian invasion of Ukraine, the world—and in particular—the crypto world has rallied to donate as much as possible to the courageous people of Ukraine.

Our thoughts and prayers continue to go out to the people of Ukraine. To further support, please consider donating: https://war.ukraine.ua/donate/

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:14 State of Ukraine 11:54 Deputy Minister of Digital Transformation’s Goals 14:00 Pre-Ukrainian War Crypto 18:00 Ukraine’s Crypto Fund 22:00 How Donations Are Being Used 24:55 Crypto Enabling Ukraine’s Goals 31:00 How Crypto Changed the War 32:40 Bridging Crypto to Fiat 33:40 Individual Ukrainian’s Using Crypto 35:18 Crypto’s Value Proposition in Ukraine 41:09 Humanitarian Limitations vs. Crypto 44:15 New Ukrainian Crypto Law 47:20 Crypto Policy Advice 48:55 Sanctions & Crypto 51:55 Alex’s CTA for Everyone 53:15 Ukraine's NFTs & Tokens?

------ Resources:

Donate to Ukraine https://war.ukraine.ua/donate/

----- 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

Celestia’s Building the Multi-Chain Universe with Nick White | Alpha Leak Mar 23, 2022

Nick White is the COO of Celestia Labs. Celestia is the first modular blockchain network. If you have no idea what that is, you’re in luck! Celestia wants it to be as easy to deploy blockchains as it is smart contracts.

Nick and David cover all things modular blockchains, the network effect that happens as a result of this multi-chain universe, what the far away distant future might look like, and so much more!

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:00 What is Celestia 5:30 Types of Blockchains 9:30 How Celestia Modularizes 16:15 Rule Checking 19:40 How Rollups Work 21:10 Different Kinds of Layers 27:31 Prices & Data Availability Sampling 40:00 Celestia’s Blockspace 42:01 Fees & Nodes 45:35 Goals of Celestia 51:43 Celestia Vampire Attack?! 53:20 The Future of Modular Blockchains

------ Resources:

Nick’s Twitter https://twitter.com/nickwh8te

Celestia’s Website https://t.co/oaUV9NvYwH

Celestia’s Twitter https://twitter.com/CelestiaOrg

John Adler Delphi Podcast https://podcasts.apple.com/au/podcast/celestia-the-worlds-first-modular-blockchain-network/id1438148082?i=1000552936346

Celestia’s Discord & Telegram https://discord.com/invite/YsnTPcSfWQ https://t.me/CelestiaCommunity

----- 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

APECOIN—Bullish or Bearish for CryptoPunks? | Zeneca, Andy8052, Scott Lewis Mar 23, 2022

In a massive week for Bored Ape Yacht Club studio Yuga Labs, they acquired CryptoPunks & Meebits from Larva Labs, as well as releasing their community token $APE. With ApeCoin and a massive inflow of intellectual property, the NFT space is spinning with buzz and speculation about what this all means.

Today, we have Zeneca_33, Andy8052, and Scott Lewis joining State of the Nation to get to the bottom of this monumental event. What does this mean for Punks and Apes? What about intellectual property, ownership, and value? And lastly, are we seeing the dawn of a new age of digital monopolies?

In this chaotic landscape, a rational and steady approach to understanding is always a winner.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 8:00 Panelists 12:03 What CryptoPunks Want 16:44 Brand Management 22:01 Applebees 26:52 Creative Commons License 32:00 Best Rights Strategies 40:00 ApeCoin Launch 46:20 Is $APE Overvalued? 54:58 Yuga Labs Deck 1:00:52 Financials vs Monopolies 1:04:31 $450 Million Raise 1:06:45 Panelist Projects 1:10:00 Closing & Disclaimers

------ Resources:

Scott Lewis: https://twitter.com/scott_lew_is?s=20&t=kXCI6sgHk2MMkG_PZKekSQ Zeneca_33: https://twitter.com/Zeneca_33?s=20&t=kXCI6sgHk2MMkG_PZKekSQ Andy8052: https://twitter.com/andy8052?s=20&t=kXCI6sgHk2MMkG_PZKekSQ

----- 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

How to Become a VC with Haseeb Qureshi | Layer Zero Mar 22, 2022

First, Haseeb Qureshi was a Texas Hold’em poker player. Then Haseeb learned how to code and worked as a software engineer for Airbnb. He went down the crypto rabbithole and is now the managing partner at Dragonfly Capital, as well as an accomplished writer and coder.

When Haseeb has come on the podcast previously, we covered theses and mental models. Today on Layer Zero, we explore the dynamics of being a venture capitalist in Web3. How does one find a path to becoming a VC?

We dive into what to look for in an internal team and external portfolio companies, as well as proper form for selling investments in a credible and honorable way. Haseeb’s long term approach to Web3 is salient as always, and this episode is must-listen if you are interested in becoming a crypto VC.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:30 Extremely Bullish and Bearish 9:04 Play-to-Earn Gaming 14:00 Poker & Venture Capital 17:15 Positive Sum Games 20:20 How to Add Value 26:22 How to be a Good Investor 32:09 Haseeb’s Pitch to Founders 34:22 How to Sell Tokens 39:45 Fad or Generational Wealth? 45:08 Near Protocols and Alt-L1s 50:00 VCs vs Retail 57:30 How to Take Responsibility 1:02:44 Airdrops 1:09:04 Fulfilling Web3’s Promises

------ Resources:

Haseeb on Twitter https://twitter.com/hosseeb?s=20 Dragonfly Capital https://www.dcp.capital/ Bankless Podcast 103 with Haseeb https://shows.banklesshq.com/p/-103-blockchains-are-cities-haseeb “Blockchains are Cities” https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86 “Why Decentralization Isn’t As Important As You Think” https://haseebq.com/why-decentralization-isnt-as-important-as-you-think/ “I’m Worried No One Will Care About Rollups” https://medium.com/dragonfly-research/im-worried-nobody-will-care-about-rollups-554bc743d4f1

----- 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

110 - The Internet Reset | Alexis Ohanian Mar 21, 2022

Alexis Ohanian is the Co-Founder of Reddit, as well as the Founder of venture capital firm SevenSevenSix. As a builder-turned-technology entrepreneur, Alexis is focused on making the world a better place through novel projects and initiatives like Coinbase, Axie Infinity, Opensea, and Riverside (which we used to record this episode!)

We explore how Alexis would rebuild Reddit for Web3, and how many emergent behaviors in the early days of Reddit and the internet are surfacing again—this time, on steroids with crypto-enabled communities. Alexis is concerned with empowering the good parts about internet culture, doubling down on the importance of community and culture.

Tune in for sage advice on investment insights and investor cheat codes—where are the next opportunities? Wherever they are, Alexis is sure to be found there.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Alexis Ohanian is Having Fun 8:57 Getting Into Crypto 16:40 Reddit and Web3 24:52 Emergent Behaviors 34:00 Rebuilding a Web3 Reddit 39:38 Internet Reputation 45:00 Permissionless Web3 53:52 What’s on the Horizon? 1:00:26 Seven Seven Six 1:04:10 The Case for Optimism 1:07:24 Closing & Disclaimers

------ Resources:

Alexis on Twitter https://twitter.com/alexisohanian?s=20&t=YFn8AnfCSkaWdAxctt9QXw SevenSevenSix https://twitter.com/sevensevensix?s=20&t=YFn8AnfCSkaWdAxctt9QXw Alexis’ Art https://opensea.io/assets/0xb6329bd2741c4e5e91e26c4e653db643e74b2b19/696

----- 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: ETH Merge Soon | Yuga Labs Acquisition | ApeCoin | Raises & NEW Releases Galore Mar 18, 2022

3rd Week of March 2022

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro

4:00 MARKETS 4:25 BTC Price 5:05 ETH Price 6:55 ETH/BTC Ratio 11:50 $BED https://www.indexcoop.com/bed

12:15 FED WATCH https://www.marketwatch.com/story/feds-powell-sees-the-light-and-turns-far-more-hawkish-than-expected-11647468210 24:05 ETH Gas https://dune.xyz/hildobby/Gas 26:05 VISA vs. ETH Volume https://twitter.com/blockworks_/status/1503343966057545729 27:15 Hold or Sell Airdrops? https://thedefiant.io/messari-airdrops-112-profit-selling/ 27:50 A Brief History https://twitter.com/justintrimble/status/1504262012255318018 29:50 Rotatooooooooorrrss - 3ArrowsCapital https://twitter.com/btcinchina/status/1504339901264777218 30:45 Terra Do Kwon 34:45 Terra Bet by Do Kwon https://twitter.com/stablekwon/status/1503264558160375810

40:40 RELEASES 41:05 Stripe Now Supports Crypto https://twitter.com/collision/status/1501961880289480704 45:00 Aave v3 is Here https://twitter.com/AaveAave/status/1504137636105043971 47:20 Alchemix v2 https://twitter.com/scupytrooples/status/1503751703019110410 49:55 Coinbase Tests Fee-Free Trading https://blockworks.co/coinbase-rolls-out-test-of-no-fee-trading/

57:02 RAISES 57:05 ConsenSys $450M at $7B Valuation https://www.coindesk.com/business/2022/03/15/450m-raise-values-ethereum-builder-consensys-at-7b-as-metamask-tops-30m-users/ https://twitter.com/ConsenSys/status/1503748099885477897 58:28 Optimism x A16z https://medium.com/ethereum-optimism/money-long-team-strong-8526c6943fd7 59:55 StarkWare $6B Valuation https://twitter.com/Darrenlautf/status/1501863868502396928 1:00:15 Solana Marketplace, Magic Eden $27M https://www.coindesk.com/business/2022/03/14/solana-based-nft-marketplace-magic-eden-raises-27m-series-a/ 1:01:37 Aptos is Expanding https://medium.com/aptoslabs/expanding-the-aptos-community-38c5b18a84b7

1:05:14 JOBS https://pallet.xyz/list/bankless/jobs 1:06:04 Talent Collective https://bankless.pallet.com/talent/welcome

1:06:50 NEWS / ETH 1:06:55 Don’t Sleep on the Merge https://newsletter.banklesshq.com/p/dont-sleep-on-the-merge-lite 1:12:50 IT BROKE! https://hackmd.io/@prysmaticlabs/HyZqgTA-c 1:19:10 Rocketpool https://twitter.com/Rocket_Pool/status/1501796795365867524

1:21:28 L222 1:21:30 How Do Rollups Decentralize? https://medium.com/ethereum-optimism/our-pragmatic-path-to-decentralization-cb5805ca43c1 1:25:18 Optimism Cannon https://twitter.com/optimismPBC/status/1501624172581064704

1:27:20 NFTs 1:27:23 Yuga Labs 1:27:25 Biggest NFT M&A Deal? https://twitter.com/yugalabs/status/1502420714527334406 1:33:30 Great Summary From William Peaster https://metaversal.banklesshq.com/p/bored-apes-cryptopunks-the-big-ideas 1:35:00 $APE Coin https://twitter.com/apecoin/status/1504201556165644298 1:37:23 NFTX Milked: “FlashMint” https://twitter.com/wilburforce_/status/1504437189979119622 1:39:15 NFTs Coming to Instagram https://decrypt.co/95209/nfts-are-coming-to-instagram-says-meta-ceo

1:40:40 REGULATION / TRADEFI / MACRO 1:40:35 Congress Come Get Ya Boi… https://twitter.com/RepTomEmmer/status/1504117933395619846 1:42:46 EU Votes Down Anti-PoW Clause https://twitter.com/paddi_hansen/status/1503383993391194115 1:43:47 Saudi Arabia Considers Yuan? https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-1164735154 1:44:56 Future Regulation in South Korea? Win! https://www.theblockcrypto.com/linked/137172/yoon-suk-yeol-who-pledged-to-deregulate-south-koreas-crypto-sector-wins-presidential-election

1:49:10 TAKES 1:49:39 Some Ponzis Are Scams https://twitter.com/avifelman/status/1502400594245423105 1:51:14 Pay or Go Away https://twitter.com/iamdcinvestor/status/1503014777475502083 1:54:12 Diversification For the Weak https://twitter.com/ryansadams/status/1504081408968601600

1:56:36 What David’s Excited About 157:58 What Ryan’s Excited About

2:00:12 MEME of the Week https://twitter.com/ultrasoundmoney/status/1503684172438773765

2:00:40 Disclaimers ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

How to DAO with Tracheopteryx | Green Pill #5 Mar 17, 2022

FOR FULL EPISODE:

✨ Subscribe to the Green Pill Podcast ✨ https://availableon.com/greenpill

Apple Show Link: https://podcasts.apple.com/us/podcast/greenpill/id1609313639

Spotify Show Link: https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4

----- Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012

----- 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

Does Decentralization Matter? | Kevin Owocki & Cooper Turley Mar 17, 2022

What is most important in crypto? What wins out in the end? Today, we find out if user experience is more important than decentralization. As we progress through crypto's cambrian explosion, we often observe the tradeoff between immediate product viability and a 'no cutting corners' approach.

Taking the side of UX & a product-first mentality is Cooper Turley, a champion of the creator economy. Kevin Owocki—himself a schelling point for public goods—is defending decentralization and the merits of a values-first approach.

While exploring the roots of this tradeoff, we'll learn more about where we are as an ecosystem and where we are inevitably heading.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro 5:45 Decentralization vs. Usability 10:15 Learnings with New Users 19:19 How Will Crypto Change the World? 25:10 Not Compromising on Values 32:25 Do Users Care About Values? 36:00 Where/When to Compromise 39:13 The Importance of DevTooling 41:00 Crypto's Trojan Horse 43:36 What Good UX Looks Like 48:55 Lowest Hanging UX-Fruit 50:39 How This All Comes to Fruition 53:11 2022 Crypto W Wishlist

------ Resources:

Cooper on Twitter: https://twitter.com/Cooopahtroopa

Kevin on Twitter: https://twitter.com/owocki

Foundation: https://foundation.app/

Soundxyz: https://www.sound.xyz/

Mirror: https://twitter.com/viamirror

Snapshot: https://snapshot.org/#/

Gnosis Safe: https://gnosis-safe.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

Bull or Bear? What the Charts Are Saying | Ledger from Up Only Mar 16, 2022

Co-Founder, CMO of Flip, and Co-Host of Up Only, Brian Krogsgard—aka—Ledger joins David and Ryan to discuss WTF is happening. Are we in a Bull or Bear market? What are the charts telling us?

With the Ukraine & Russian War—ripple effects from said war—inflation at an all-time high, stocks down, commodities, and crypto being all over the place...there's a lot to unpack. Where do experts go to find answers? The charts.

------ 📣 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 | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro 7:15 Exciting Times? 17:50 Charty Charts 24:00 200-Week Moving Average 32:20 Will the ETH Merge Change Anything? 39:15 200-Week Moving Average Cont. 43:40 ETH/BTC Indicator 46:24 Alt L1 Ecosystem 51:03 How Bad Could it Get? 54:30 Potential Supercycle? 1:01:40 Macro 1:17:27 What’s in Ledger’s Portfolio 1:21:44 Advice From Ledger

------ Resources:

Ledger's Twitter: https://twitter.com/ledgerstatus

Up Only: https://twitter.com/UpOnlyTV

----- 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

Tarun Chitra on whether Code is Law | Layer Zero Mar 15, 2022

Tarun Chitra, in addition to being Founder and CEO of Gauntlet, is a gigabrain, polymath type in the Ethereum space. His fluency in mathematics results in a creative, almost artistic approach to a traditionally rigorous and analytical field.

Perhaps related to his search for beauty, Tarun observes the structural changing of massive systems happening in the broader geopolitical ecosystem today. We explore the relationship between regulation and finance in a unique light. Finance itself is fundamentally a legal practice—it’s money plus law.

Finance becomes more elegant with smart contracts, and we muse on the idea that broader governance structures can improve with smart contracts as well. Is code law? Can we generalize capital efficiency?

------

📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK

https://bankless.cc/Opolis

------

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

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------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Matcha

🍵 MATCHA | SMART ORDER ROUTING

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING

https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO

https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET

🦄 UNISWAP | DECENTRALIZED FUNDING

https://twitter.com/tarunchitra?s=20&t=-Wk1FKVJz6cQrJM6EzusdQ

------

Topics Covered:

0:00 Intro

4:30 Tarun Chitra

8:15 New York City & Boom Cities

14:00 Global Crypto

18:00 Leapfrogging the US

27:45 Governance & Regulation

31:55 The Fundamental Crypto Shift

35:53 The Great Re-Shuffling

43:08 What Works vs What Doesn’t

48:07 Core Blockchain Governance

52:40 Scaling with DAOs

1:00:00 Upgrading Financial Law

1:09:00 Code is Law

1:14:05 Tarun’s Approach to Life

1:20:34 Optimism through Beauty

1:26:00 Basins and Sinking to Elegance

------

Resources:

Tarun on Twitter:

Gauntlet:

https://twitter.com/gauntletnetwork?s=20&t=-Wk1FKVJz6cQrJM6EzusdQ

Episode with Santi Siri:

https://newsletter.banklesshq.com/p/-santiago-siri-layer-zero?s=w

Fundamental Theorem of Algebra

https://www.britannica.com/science/fundamental-theorem-of-algebra

-----

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

109 - SBF and the Future of FTX Mar 14, 2022

Sam Bankman-Fried—or simply SBF—is the founder and CEO of FTX, one of crypto’s biggest exchanges. In this episode, we dive into how Sam built a company worth $30 billion… in less than three years! And before the age of 30!

As a centralized exchange unicorn, FTX has exploded into the mainstream, sponsoring massive sports arenas and partnerships with celebrities like Tom Brady. The mainstream-ification of FTX culminated with its Super Bowl ad with Larry David, which had a significant cultural impact on FTX and crypto more broadly.

Is Sam on Team DeFi? Or is FTX a competitor? And what about banks? SBF also recently appeared in front of Congress. After this discussion, we are increasingly convinced of the alignment between Bankless and SBF.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-sbf

------ 📣 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 | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:30 SBF 9:13 Building Successful Products 15:56 Why Sam is in Crypto 20:40 Crypto Values & Opportunity 25:27 Use Cases & Decentralization 31:04 The Future of FTX 37:18 FTX vs DeFi 41:16 SBF’s Preferred Blockchains 45:12 Sam’s Legendary Tweet 53:30 FTX vs Banks 56:46 Regulation 1:03:45 Talking to Congress 1:06:02 Spectrum of Decentralization 1:10:05 Super Bowl Ads 1:16:34 Mainstream Crypto & NFTs 1:21:30 Building Wealth 1:24:45 Giving Everything Away 1:27:45 Crypto Price Predictions 1:31:27 Crypto 5 Years from Now

------ Resources:

SBF on Twitter https://twitter.com/SBF_FTX FTX https://ftx.com/en Sam’s Legendary Tweet https://twitter.com/SBF_FTX/status/1347964322459262977 FTX Super Bowl Commercial https://youtu.be/BH5-rSxilxo

----- 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

Fund Your Web3 Project with Gitcoin Grants Round 13 | GreenPill #4 Mar 10, 2022

🟢 PARTICIPATE IN GITCOIN GRANTS ROUND 13 🟢 https://bankless.cc/Gitcoin

----- ✨ Subscribe to the Green Pill Podcast ✨ https://availableon.com/greenpill

----- Gitcoin Grants Round 13—or GR13—is live from March 9-24, 2022!

To explore what this means for Gitcoin and the broader crypto space, we’re bringing on a medley of contributors from GitcoinDAO to talk about the public goods funding round, the decentralization of Gitcoin, and future upgrades with Grants 2.0.

Take the Green Pill, anon.

----- Panelists:

• Scott Moore – Gitcoin Co-Founder https://twitter.com/notscottmoore • Lindsey Thrift – VP of Product at Gitcoin https://twitter.com/thrift_lindsey • Kevin Olsen – VP of Engineering at Gitcoin https://gov.gitcoin.co/u/kevin.olsen/summary • Annika Lewis – Lead at GitcoinDAO Public Goods Funding Workstream https://twitter.com/AnnikaSays • Sean MacMannis – GitcoinDAO Memes, Merch, & Marketing Workstream https://twitter.com/smacmannis

------ Topics Covered:

0:00 Intro 1:02 Gitcoin DAO Panelists 1:46 Gitcoin Grants Round 13 3:24 What is Quadratic Funding? 6:00 How to Participate 7:25 The Ukraine Round 9:55 Gitcoin Aqueduct & Tally 12:28 The Mission & Values of Gitcoin 16:07 Exploring DAOs 20:42 Grants 2.0 27:20 A Healthy Ecosystem 30:18 Closing

------ Resources:

Gitcoin Grants Round 13 https://bankless.cc/Gitcoin Gitcoin Discord http://discord.gg/gitcoin Gitcoin Governance http://gov.gitcon.co Aqueduct & Tally Wallet https://gitcoin.co/blog/tally-wallet-plans-first-gitcoin-aqueduct/ Regen Network https://www.regen.network/ Gitcoin Grants 2.0 https://gov.gitcoin.co/t/gitcoin-grants-2-0/9981

----- 🟢 Get the GreenPilled Book 🟢 https://greenpill.party/

----- Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012

----- 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: Biden’s Crypto Executive Order | Sanctions & Commodities | Coinbase & MetaMask | Bear Watch?! Mar 10, 2022

2nd Week of March 2022

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------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

3:23 MARKETS 3:24 BTC Price https://www.cnbc.com/2022/03/09/bitcoin-btc-jumps-after-treasury-statement-on-crypto-executive-order.html 4:40 ETH Price 5:05 ETH/BTC Ratio https://twitter.com/cburniske/status/1501449852495925248 6:38 $BED https://www.indexcoop.com/bed

8:50 BEAR WATCH 8:55 Bad Start for Equities https://twitter.com/MacroAlf/status/1501263319222603783 10:38 Commodity Crisis? https://www.ft.com/content/555b7167-eaf2-43a0-a66f-802e39cccf36 10:40 Prices https://www.cnn.com/business/markets/commodities/ 12:55 DJCI https://www.spglobal.com/spdji/en/indices/commodities/dow-jones-commodity-index/#overview 17:15 Kyla Episode https://twitter.com/BanklessHQ/status/1501244475569442820?s=20&t=pZSQ2PFE136VyrUkLCCb6Q 17:40 ETH Gas ATL https://decrypt.co/94648/ethereum-transaction-fees-drop-six-month-low-report 18:54 NFT Search Down https://twitter.com/meowmeowmeuw/status/1501396257163685890? 19:50 ETH & Car Gas Meme https://twitter.com/RyanSAdams/status/1500331461140000772

27:00RELEASES 27:05 StarkNet Ecosystem Dashboard https://www.starknet-ecosystem.com/ 28:35 Tally Wallet Token Swapping https://twitter.com/TallyCash/status/1498705393182248964 29:55 Ledger https://shop.ledger.com/pages/ledger-nano-s-plus-genesis-edition?utm_source=Bankless&utm_medium=partnership_podcast&utm_campaign=22-03-HW_LNSPlus_Genesis-ALL-Brand_Consideration-Partnership&utm_content=msg_Preorder_Genesis__other_Media_Blitz_2

31:50 RAISES 31:55 Immutable $200M https://www.theblockcrypto.com/post/136548/immutable-raises-200-million-nft-crypto 33:50 WalletConnect $11M https://twitter.com/WalletConnect/status/1501292985048350721 34:36 Bain Capital $560M https://www.theblockcrypto.com/linked/136753/bain-capital-ventures-first-crypto-fund-560-million 35:12 Diagonal $2.5M https://twitter.com/diagonalfinance/status/1499742888594493453 36:15 a16z $70m into Lido https://twitter.com/cdixon/status/1499436156861227008 36:45 JOBS https://pallet.xyz/list/bankless/jobs

38:30 NEWS 38:31 Crypto Dystopia? https://www.coindesk.com/policy/2022/03/07/ukraine-is-buying-bulletproof-vests-and-night-vision-goggles-using-crypto/ 39:40 How Much Ukraine Has Raised https://coinmetrics.substack.com/p/state-of-the-network-issue-145 41:15 Sanctions Coming for Crypto! https://www.coindesk.com/policy/2022/03/08/ukrainian-deputy-minister-reiterates-call-for-crypto-exchanges-to-block-russian-users/ 42:40 Warren Crypto Bill…AML/KYC https://www.nbcnews.com/politics/congress/warren-crafts-bill-targeting-cryptocurrency-russia-sanctions-rcna19094 44:45 Coinbase Blocking Russian Accounts https://news.coincu.com/70594-coinbase-will-block-russian-accounts/ https://twitter.com/brian_armstrong/status/1499622118224392195 https://twitter.com/hannahdlang/status/1499029140305068033 49:15 MetaMask Wasn’t Blocking Users https://twitter.com/WatcherGuru/status/1499414900355047427 49:50 MetaMask Geofencing https://thedefiant.io/metamask-geofencing/ 51:00 Other Alternative Nodes https://twitter.com/dmihal/status/1499803776898719752 52:35 BTC vs ETH vs Sanctions https://docs.google.com/document/d/1x-KBbWKZuWnyxC2UquG7UxYmfAoXXYRLP-giQ_OAafM/edit

55:45 EXECUTIVE ORDER https://www.cnbc.com/2022/03/09/heres-whats-in-bidens-executive-order-on-crypto.html 1:00:00 Jeremy Allaire Thread https://twitter.com/jerallaire/status/1501516683051155456 1:01:30 Jerry Brito Thread https://twitter.com/jerrybrito/status/1501583673438707716 1:02:22 Jake Take https://twitter.com/jchervinsky/status/1501590214539726857

1:03:44 ETH 1:03:47 Optimism Cheaper Transactions https://twitter.com/optimismpbc/status/1499527731389808643 1:04:45 Aave on Optimism https://twitter.com/optimismPBC/status/1501336754644729863

1:05:00 NFTs 1:05:05 Tai Lopez NFT Mess https://twitter.com/eddyiskongz/status/1499886629099474945 https://twitter.com/coffeebreak_YT/status/1500213278609481729 1:09:45 Limewire Returns https://twitter.com/CNBC/status/1501475218405179395

1:10:34 DeFi 1:10:37 Andre & Anton Terminating Apps https://twitter.com/AntonNellCrypto/status/1500405473337565191 1:12:40 Calling it Quits https://blockworks.co/defi-star-developer-andre-cronje-calls-it-quits/ 1:14:02 RSA Take https://twitter.com/RyanSAdams/status/1500975757958520836

1:17:10 MISC. 1:17:12 Goldman ETH Funnel https://www.theblockcrypto.com/linked/136950/goldman-sachs-receives-fee-to-connect-clients-to-galaxy-digitals-eth-fund 1:17:46 Laura Shin Callout https://twitter.com/laurashin/status/1500266527693709321 https://twitter.com/ercwl/status/1500633023259508736 1:20:40 Brantley Staying ENS https://twitter.com/avsa/status/1500844406391386114

1:25:15 TAKES 1:25:40 Heard it Before https://twitter.com/TrustlessState/status/1501061536080556034?s=20&t=pZSQ2PFE136VyrUkLCCb6Q 1:26:50 Who Holds What? https://twitter.com/iamDCinvestor/status/1500586827589238788?s=20&t=pZSQ2PFE136VyrUkLCCb6Q 1:30:22 Assets and Liabilities https://twitter.com/LynAldenContact/status/1499170071356260352 1:31:03 Seizing Dollars Makes Bad SOV https://twitter.com/CoinDesk/status/1501593517596028928

1:32:36 What David’s Excited About 1:34:48 What Ryan’s Excited About

1:36:50 MEME of the Week https://twitter.com/BowTiedIguana/status/1501606948013281289

1:37:23 Disclaimers

----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Fortress Russia Crumbles | Kyla Scanlon Mar 09, 2022

A lot has changed since we had Kyla on Bankless almost a month ago. Russia invaded Ukraine and the ripple effects are being felt worldwide. Kyla's written a few posts on what's been unfolding thus far. Most recently she wrote, "Financial Warfare: Russia-Ukraine," breaking down Fortress Russia, sanctions, energy, agriculture, and the strength of Ukrainians.

For those unfamiliar with Kyla, she's an independent, Gen Z friendly, new age content creator with a fantastic newsletter and youtube channel. In addition, she is the BanklessHQ TikTok correspondent, dropping weekly recaps of the crypto world.

------ 📣 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 | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro 7:30 Being in Putin Shoes 13:20 Financial Sanctions 23:15 Putin’s Escape Hatch? China? 26:15 Russians Remaining Resources 33:30 Global Economy Sensitivity 45:45 What’s the Fed Going to Do? 52:30 The Ripple Effects of Inflation 55:40 The Supply Chain Conundrum 56:50 How Crypto Will Be Affected 1:02:20 What Happens Next

------ Resources:

Kyla on Twitter: https://twitter.com/kylascan?s=20

Kyla's Website: https://kylascanlon.com/

Financial Warfare: Russia-Ukraine by Kyla: https://kyla.substack.com/p/financial-warfare-russia-ukraine

Kyla's Recent Bankless Podcast Episode: https://youtu.be/p2QsIkEvlZw

Jake Chervinsky's Twitter https://twitter.com/jchervinsky

----- 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

Coin Artist on Building *real* Crypto-Games Mar 08, 2022

Marguerite deCourcelle, known by her persona Coin Artist, has been in the crypto space since 2014. Marguerite pushes the boundaries at the intersection of art, games, and crypto, carving out a career for herself as an artist and creator.

Although her focus is certainly in crypto gaming, it might not be what you’d expect. Her endeavors have a cypherpunk feel at the protocol level, innovating creative ways for NFTs to interact in our wallets.

Alongside discussions of her work at Blockade Games, we explore emergence, embedding data in the blockchain, and the untapped world of meaningful crypto gaming.

------

📣 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 | SCALING ETHEREUM

https://bankless.cc/Matcha

🍵 MATCHA | SMART ORDER ROUTING

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING

https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO

https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET

🦄 UNISWAP | DECENTRALIZED FUNDING

https://twitter.com/coin_artist?s=20&t=2V5r_ik50UfcZMaCSB0HgA

------

Topics Covered:

0:00 Intro

4:30 Coin Artist

7:49 Early Days of Crypto Art

12:34 Gamifying the Blockchain

16:50 The Technology Crossover

24:33 Bombing & Bitcoin

30:43 Permadeath & High Stakes

38:05Winning Hearts and Minds

42:30 A Utopian Vision

48:00 Emergence & Complexity

53:17 Blockade Games

57:55 The Motivation for Profit

1:04:10 The Thrill of the Game

1:09:17 Fighting for Crypto’s Soul

1:13:22 New York City

1:16:33 The Crypto Social Game

1:23:47 Curation

1:27:43 Optimism & Advice

------

Resources:

Marguerite on Twitter:

Blockade Games:

https://blockade.games/

Neon District:

https://portal.neondistrict.io/

Skyweaver:

https://www.skyweaver.net/

Boys Club:

https://twitter.com/BoysClubCrypto?s=20&t=2V5r_ik50UfcZMaCSB0HgA

Ethereum: The Money-Game Landscape

https://newsletter.banklesshq.com/p/ethereum-the-money-game-landscape?s=w

Conway’s Game of Life:

https://en.wikipedia.org/wiki/Conway%27s_Game_of_Life

-----

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

108 - I Was Wrong, We Need Crypto | DHH Mar 07, 2022

David Heinemeir Hansson is the Co-Founder of Basecamp & HEY. DHH is a best-selling author, technologist—responsible for creating Ruby on Rails—and a recent crypto skeptic, turned crypto-curious experimenter.

DHH recently wrote a viral blog post titled, “I Was Wrong, We Need Crypto” in which he explains why he’s skeptical of crypto, what ultimately changed his mind, and how he’s thinking about the future of the space going forward.

It’s not every day Bankless brings on a crypto skeptic, but DHH is different. He provides a balanced—well thought out perspective on what the current state of crypto is and what needs to change to make it go mainstream.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-i-was-wrong-we-need-crypto

------ 📣 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 | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:20 Who is DHH 14:02 Crypto Observations 17:00 DHH’s Top Crypto Skepticisms 29:55 How to be Wrong About Things 37:00 What Changed DHH’s Mind 45:50 Pushback on DHH’s Post 52:50 The Release Valves 1:02:00 New Skills Needed 1:11:20 Other Crypto Rabbit Holes 1:17:44 Russian Sanctions 1:24:50 What Crypto Can Do Better 1:29:50 What’s Next in Crypto For DHH 1:33:50 Closing & Disclaimers

------ Resources:

DHH on Twitter: https://twitter.com/dhh

DHH’s Website: https://dhh.dk

Episode #55: https://www.youtube.com/watch?v=JpzFU7MW5y4

DHH Books: https://www.goodreads.com/author/show/23587.David_Heinemeier_Hansson?from_search=true&from_srp=true

I Was Wrong We Need Crypto: https://world.hey.com/dhh/i-was-wrong-we-need-crypto-587ccb03

----- 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 Social Web3 | Protocols for a Digital Society | POAP, Lens Protocol, Disco.XYZ Mar 05, 2022

Web3 social media? Decentralized identity? Digital society in the metaverse? On this episode, we unpack the future social world in the metaverse and the protocols that will help shape it.

To discuss exactly that, we brought on: Evin McMullen, who's building the world of digital identity, off-chain assets, and metaverse reputation at Disco.xyz, Christina Beltramini from Lens Protocol at Aave, a brand new primitive for Web3 social media platforms, and Isabel Gonzalez, COO at POAP, the Proof of Attendance Protocol.

------ 📣 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 | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps:

0:00 Intro 5:30 Introductions & Discussion Foundation 11:42 Web2 Days Are Numbered? 16:44 Bringing More People to Web3 23:15 Preventing Social Dystopia 25:44 Disco.xyz 31:42 Lens Protocol 37:01 POAP 45:20 Web3 Roadmap Debate 53:34 Onboarding 8 Billion People via Social? 1:00:54 Web3 Social in 5 Years 1:06:30 Disclaimers

------ Resources:

Evin McMullen on Twitter https://twitter.com/provenauthority

Disco.xyz https://www.disco.xyz/

Christina Beltramini LinkedIn https://www.linkedin.com/in/christina-beltramini/

Lens Protocol https://twitter.com/LensProtocol

Isabel Gonzalez LinkedIn https://www.linkedin.com/in/izgnzlz/

POAP https://poap.xyz/

----- 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: Ukraine Crypto Donations | Russia SWIFT Sanctions | EBay Accepting ETH | Pixelmon NFTs Mar 04, 2022

4th Week of February 2022

------

📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK

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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING

https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING

https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO

https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING

https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro

3:30 MARKETS

3:47 BTC Price

5:01 ETH Price

7:23: Coinbase Numbers

https://decrypt.co/93763/coinbase-posts-record-revenue-user-numbers-in-q4-earnings-surprise

8:26 10 Million ETH Staked

https://launchpad.ethereum.org/en/

13:20 Crypto Jobs

https://twitter.com/ercwl/status/1498380832058265607?s=20&t=WJaaPqhN4PdjaLv00Id1fw

16:30 NEWS

17:10 Clash with the Real World

19:20 Sanctions

https://newsletter.banklesshq.com/p/weaponized-banks-lite?s=w

24:26 Fall of the Ruble

https://twitter.com/b_judah/status/1498137793003929601?s=20&t=KZJTbDLT7r8G8-plF_Oe6Q

25:50 Buying Bitcoin

https://decrypt.co/94164/ukrainians-use-binance-to-buy-record-sums-of-bitcoin-after-russian-invasion

30:10 Crypto Sanctions

https://www.coindesk.com/policy/2022/02/28/us-treasury-department-formally-adds-crypto-rules-to-russian-sanctions-guidance

34:40 DeFi, Not Crypto Banks

https://twitter.com/jchervinsky/status/1499424494758285318?s=20&t=_0_pE_F4xQZLuNYFbGp9qA

37:10 UkraineDAO

https://www.ukrainedao.love/

Overpriced JPEGs

https://youtu.be/eJgeAQYJlBo

39:00 Ukraine Crypto Donations

https://www.coindesk.com/business/2022/02/26/ukrainian-government-is-seeking-crypto-donations

39:54 Matching UN Donations

https://twitter.com/kylascan/status/1498672249443917833?s=20&t=IHhKN50aSnSzMonHgpi7XA

41:45 Ukraine Airdrop

https://twitter.com/Ukraine/status/1498911922791583746?s=20&t=aGxXK0E-I_-6MK-HZcJQ4A

44:10 Financing Weapons

https://twitter.com/TrustlessState/status/1499167417678786560?s=20&t=yxH_Vk4fkCLdBL1mrymEYA

45:41 OpenSea Censoring

https://twitter.com/bornosor/status/1499371157790863369?s=21

47:27 Korean Exchanges

https://twitter.com/ki_young_ju/status/1496995862010265600?s=21

49:11 Ebay Accepting Crypto

https://www.thestreet.com/investing/ebay-considers-crypto-payments-already-accepts-nfts-ceo-says

49:54 MATIC Lido Staking

https://twitter.com/LidoFinance/status/1498949232836988929

50:16 Consensys Drama

https://twitter.com/evan_van_ness/status/1499024475970486279?s=21

52:10 Pixelmon Fail

https://metaversal.banklesshq.com/p/the-pixelmon-nft-debacle

57:52 Treasure Exploit on Arbitrum

https://www.theblockcrypto.com/linked/136143/treasure-marketplace-tells-users-to-delist-nfts-after-exploit

58:34 Kuiper Finance

https://twitter.com/scott_lew_is/status/1498742697192050704?s=20&t=nw8jkP646_zFJr0g7jvtHw

59:34 Blitwear

https://twitter.com/dhof/status/1498692101579714570

1:00:59 KPMG Buys World of Women

https://twitter.com/KPMG_Canada/status/1498335705965203463?s=20&t=pakE_2RxF6JsktDbf-0yGQ

1:01:44 Japanese Rakuten NFT Marketplace

https://news.bitcoin.com/japanese-online-retail-giant-rakuten-launches-nft-marketplace

1:02:47 Puma Cool Cat

https://twitter.com/PUMA/status/1498825210757365763

1:03:25 Mfers Derivatives

https://twitter.com/TrustlessState/status/1499424828268290051?s=20&t=gDF5kchQexMwETwVGbk6Qw

1:06:36 Discord Grinding

https://decrypt.co/94143/the-newest-crypto-side-hustle-discord-grinding

1:09:14 Arthur Hayes Pleads Guilty

https://www.theblockcrypto.com/linked/135406/bitmex-co-founders-hayes-delo-plead-doj

1:11:12 Fractional NFT Security

https://www.ledgerinsights.com/sec-probes-fractional-nfts-for-securities-infringements/

1:13:42 Citadel Crypto

https://www.theblockcrypto.com/linked/135864/griffin-says-fair-to-assume-that-citadel-will-be-market-making-in-crypto-in-months-to-come

1:16:00 TAKES

1:17:30 Web3 Won’t Rug You

https://www.businessinsider.com/facebook-startup-founder-littlethings-joe-speiser-2018-algorithm-change-2022-2

1:19:48 Annihilation

https://twitter.com/CryptoHayes/status/1498811869926100992?s=20&t=kGdO4VQHrTP5vBSmELS7jg

1:22:00 The Individual Has Power

https://twitter.com/TrustlessState/status/1499167417678786560?s=20&t=yxH_Vk4fkCLdBL1mrymEYA

1:24:54 NFTs and Identity

https://twitter.com/Cooopahtroopa/status/1499090669654069248?s=20&t=OtUJn574SDQINCcVwpqOYA

1:27:33 What David’s Excited About

1:29:50 What Ryan’s Excited About

1:31:58 MEME of the Week

Moment of Zen

https://twitter.com/randizuckerberg/status/1498425277734690816?s=20&t=QNIFJfc61RsTyYQJVKIZ9Q

-----

Not financial or tax advice. Do your own research. See our investment disclosures here:

https://newsletter.banklesshq.com/p/bankless-disclosures

Proof of Humanity with Santi Siri | GreenPill #3 Mar 03, 2022

✨ Subscribe to the Green Pill Podcast ✨ https://availableon.com/greenpill

🟢 Get the GreenPilled Book 🟢 https://greenpill.party/

Apple Show Link: https://podcasts.apple.com/us/podcast/greenpill/id1609313639

Spotify Show Link: https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4

----- Santi Siri - GreenPill #2

Santiago Siri—or santi.eth on Twitter—is building UBI on Ethereum through Proof of Humanity, the "sybil resistant protocol for formalizing human identity on the blockchain" that launched in March 2021.

Santi is a relentless source of optimism and innovation, embodying the phenomenon of Latin American crypto development. Santi comes from Argentina, a country with a rich history of culture, inflation, corruption, and resilience.

Reflecting on his tour through Buenos Aires with Vitalik Buterin, Santi explores the circumstances and possible futures we can build with regenerative cryptoeconomics.

Solving sybil resistance and building elegant mechanisms for UBI are massive pillars for human thriving as we seek to carve out 21st century institutions -- and Santi is helping to lead the way.

Take the Green Pill, anon.

------ SPONSOR PILLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 3:00 Proof of Humanity 7:05 UBI 12:06 The Goals & Implementation 17:32 Buenos Aires & Vitalik 22:50 Argentine Legitimacy 28:00 Optimism & Validation 34:08 A Symbiotic Culture 38:24 Closing

------ Resources:

Santiago on Twitter https://twitter.com/santisiri?s=20 Proof of Humanity https://twitter.com/proofofhumanity?s=20 Democracy.Earth https://democracy.earth/

Kevin on Twitter: https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ

----- Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012

----- 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 zkEVM is Here | Alex Gluchowski of zkSync Mar 02, 2022

zkEVM is here! Alex Gluchowski, CEO & Co-Founder of Matter Labs and of zkSync is here to talk about the huge accomplishment he and his team brought to market this past week. This is the first EVM-compatible ZK Rollup on Ethereum’s testnet!

Is this the endgame of blockchain scalability? How were Alex and his team able to bring this to market way sooner than expected? Why is this important and a monumental leap forward for the space? Find out the answers to these questions and much more on this week's State of the Nation with Ryan and David!

DONATE TO UKRAINE USING CRYPTO: https://twitter.com/Ukraine/status/1497594592438497282?s=20&t=kiFqqEmK2QtdOA8KcwUq1g

------ 📣 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 | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Alex from Matter Labs 9:51 What is a zkEVM? 15:57 The Breakthrough 19:08 zkSync 2.0 Public Testnet 24:04 The User Experience 29:37 Developer Tooling 32:48 Why zkRollups? 37:22 Security, Centralization, Trust 41:51 Justin Drake's Question 46:33 The Roadmap 50:30 Wen Mainnet? 53:15 Wen Token? 58:51 zkDAO 1:00:52 Ukraine 1:06:57 Crypto's Impact in Ukraine 1:11:00 Closing & Disclaimers

------ Resources:

UkraineDAO https://twitter.com/Ukraine_DAO?s=20&t=k_QiuIA3ZukqUPd9gy--LA

Alex Gluchowski on Twitter https://twitter.com/gluk64

zkSync on Twitter https://twitter.com/zksync

zkDAO https://twitter.com/zkdao_official?s=20&t=9HO7KyxvPEwqBhAo6SgbEA

zkSync's Website zksync.io

zkSync 2.0: Public Testnet is Live! https://matterlabs.medium.com/zksync-2-0-public-testnet-is-live-de870ba9632a

Modular vs Monolithic Blockchains https://shows.banklesshq.com/p/modular-vs-monolithic-blockchains?s=w

----- 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

DAVID READS: Crypto is Here to Set You Free Mar 01, 2022

Free markets are an incredible force. They allow humans to come together and produce a global price on something.

But today's 'free markets' aren't really free. Access to markets is gatekept, and the ability for something of value to become instantiated into an asset is permissioned.

Read along with David’s most recent thought piece on why 'Crypto is Here to Set Us Free.'

Read the Article:

https://newsletter.banklesshq.com/p/crypto-is-here-to-set-us-free?utm_source=url

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 1:25 Crypto is here to set us free 2:27 Expressive Markets 9:54 Societal Change 14:19 Private Keys & Value Flow 19:04 Extract to Enable 22:57 Aligning Systems 26:03 Changing Societies 30:49 Building a Better Future

------ Resources:

The Crypto Renaissance: https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal

Governance & Capital: https://shows.banklesshq.com/p/-governance-and-capital-joel-monegro

Cobie Clip: https://twitter.com/BanklessHQ/status/1480999234526613504?s=20&t=XCMeIZiOb3toUyRPgo_7Gg

----- 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

107 - What's Real About Crypto Gaming | Ryan Wyatt Feb 28, 2022

Ryan Wyatt is the CEO of Polygon Studios and former Head of Gaming at Youtube. Ryan is always on the frontier of gaming, having stewarded a new generation of content creators. He's now shifting his focus to Web3, where the next wave of innovation is set to happen.

Ryan presents a number of fascinating takes, including his feelings on Anti-NFT sentiment, the future of games, and the growing influence of gaming content.

By building out the Polygon Metaverse, Ryan is colliding games and economies. In this episode, he shares what he's learned — what's real about crypto, and what's not.

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 Ryan Wyatt 8:50 Creator Economy Background 12:07 Transitioning to Web3 18:58 Crypto Improves Games 24:51 Whales & Blockchains 31:17 NFT Maxis vs Antti-NFT Maxis 36:08 Why Gamers Hate NFTs 40:05 Will Everything Be Crypto? 49:10 How We Change Minds 54:30 How Web2 Sees Web3 1:01:46 Colliding Games & Economies 1:05:56 What’s Wrong with Gaming 1:09:00 Money, Yield, and Content 1:17:01 In-Game Assets, Real World Value 1:24:45 The Bull Case for Polygon 1:27:48 Closing & Disclaimers

------ Resources:

Ryan Wyatt on Twitter: https://twitter.com/Fwiz?s=20&t=TWOdkCxUzoJ-e3DlN9uT_g

Polygon Studios: https://twitter.com/polygonstudios?s=20&t=TWOdkCxUzoJ-e3DlN9uT_g

Crypto Unicorns: https://www.cryptounicorns.fun/

------ Related Episodes:

The Crypto Gaming Revolution | Arianna Simpson https://shows.banklesshq.com/p/the-crypto-gaming-revolution

Web3 Gaming 101 | Amy Wu https://shows.banklesshq.com/p/-96-web3-gaming-101-amy-wu

Crypto Gaming Panel | Loot Squad, Yield Guild, Illuvium https://shows.banklesshq.com/p/crypto-gaming-panel-loot-squad-yield

The Dawn of Crypto Gaming | Robbie Ferguson https://shows.banklesshq.com/p/-the-dawn-of-crypto-gaming-robbie

The Emergent Metaverse | Sam Englebardt & Richard Kim https://shows.banklesshq.com/p/-102-the-emergent-metaverse-sam-englebardt?utm_source=url

----- 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: Standing with Ukraine & All Those Affected | Macro Analyses & More Feb 25, 2022

4th Week of February 2022

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

3:42 Ledger Waiting List https://cl-cards.com/waiting-list/?utm_source=Bankless&utm_medium=Content&utm_campaign=22-02-Card_Waitlist-ALL-Marketing-Partnership&utm_content=msg_Join_The_Waitlist__others_Media_Blitz_1

4:16 MARKETS 4:29 BTC Price 5:03 BTC Down Due to War https://decrypt.co/93690/bitcoin-price-nosedives-after-putin-declares-war-ukraine 5:12 $242M Liquidations 6:00 ETH Price 6:38 $500M of Liquidations Below $2100 7:46 SPY 9:04 Markets & War Events 10:10 More War Data https://media.discordapp.net/attachments/930417020548288553/945715197425901578/20220220_130230.jpg

11:52 RUSSIA INVADES UKRAINE 11:55 40 People Reported Dead 14:42 The Donbas Region 15:25 Putin Attacking All of Ukraine https://twitter.com/maxseddon/status/1496777729274003457?s=20&t=JhHqAeaWRpH6UPZ7wxC6BA 16:17 Kiev’s Smoke https://twitter.com/TreyYingst/status/1496793744590389249?s=20&t=JhHqAeaWRpH6UPZ7wxC6BA https://imgur.com/SibvZDN 16:45 Thread Showing Warfare https://twitter.com/RALee85/status/1496752076335947778?s=20&t=VBkT8sFiKw4vP8LzB0AaDA 17:09 Is Ukraine Just the Start? https://twitter.com/navalny/status/1496099209975681025?s=20&t=uDfJH89CSPmtjMr780NHpw 18:50 Propaganda & Disinformation Campaigns https://twitter.com/OAlexanderDK/status/1496513006657839108 21:35 Anti-War Russian Citizens https://twitter.com/MehrajMir_/status/1496900291676938254?s=20&t=iiqLK-Gar6LoA6zpz1KbHQ 23:08 What Happens Next 28:05 David & Ryan’s Takes 32:40 China Eyeing Taiwan https://www.reuters.com/world/asia-pacific/taiwan-reports-nine-chinese-aircraft-its-air-defence-zone-2022-02-24/ 34:43 End of Pax Americana https://twitter.com/LosMapMaker/status/1496702639417040897?s=20&t=IiTgk6uHXeJQfXEmi-I8yg

38:45 MARKETS CONT. 39:56 1.4% of all BTC on Ethereum (wBTC) https://coinmetrics.substack.com/p/state-of-the-network-issue-143 40:37 UNI 80% of Dex Market Share (+30%) https://members.delphidigital.io/reports/uni-market-share-shines-stablecoins-wars-fresh-farms/ 41:12 Rocketpool at 1% https://twitter.com/Rocket_Pool/status/1495571529819901954 41:59 Yield Bad https://coinstack.substack.com/p/a-solution-for-yield-investors-crypto 43:18 Notional Finance https://bankless.cc/Notional

44:30 RELEASES 44:33 1st EVM-Compatiable ZK Rollup https://twitter.com/zksync/status/1496128244038660102 46:46 Opera Integrates Ethereum L2 https://finance.yahoo.com/news/opera-integrates-ethereum-layer-2-130000011.html 48:20 Yearn on Arbitrum https://twitter.com/iearnfinance/status/1496577884802060288 48:30 Apps on Arbitrum https://twitter.com/litocoen/status/1496472127012286464 48:52 Hop on Lyra https://twitter.com/lyrafinance/status/1496216877084905476 50:00 Etherscan Product Updates https://twitter.com/richerd/status/1494033167136690178 51:09 DuelDAO https://twitter.com/itstimconnors/status/1495834620092465156

53:50 RAISES 53:51 Sequoia Crypto Fund https://www.theblockcrypto.com/post/134578/sequoia-capital-new-crypto-fund-tokens 54:20 Multis $7M https://www.sequoiacap.com/article/partnering-with-multis-the-financial-backbone-for-web3%EF%BF%BC/

55:00 JOBS https://pallet.xyz/list/bankless/jobs

56:02 NEWS 56:14 DAO Hacker 56:20 Hacker Identity Reveal - $11B Stolen https://twitter.com/laurashin/status/1496087239037698048?s=20&t=IjEiV0Y8aEe706Kor6zMBw 58:05 How the Hacker Did It https://twitter.com/avsa/status/1496109516445954055 59:55 The Mystery May Be Unsolved? https://decrypt.co/93547/crypto-ceo-denies-11-billion-ethereum-dao-hack

1:01:27 OpenSea Hack/Phishing 1:02:11 Email https://twitter.com/pluggedinn/status/1495246939838840840?s=20&t=Yln_7KwqoY2nF3kvqgPJRw https://www.coindesk.com/business/2022/02/21/opensea-says-phishing-attack-impacted-17-users/ https://twitter.com/opensea/status/1495625768713469954?s=20&t=Pja4mfxLfgsrN9yFKiPPkg

1:04:03 Canada Update https://newsletter.banklesshq.com/p/canada-ngmi?utm_source=url 1:05:30 Authorities Don’t Understand Wallets https://twitter.com/apompliano/status/1495038292773019655?s=21 1:07:37 Ontario Warning https://www.coindesk.com/business/2022/02/22/canadas-osc-warns-crypto-exchanges-not-to-promote-self-custodial-wallets-report/ 1:09:27 Be Ready https://twitter.com/RyanSAdams/status/1496478003622301699?s=20&t=YNKAU0JecgGPVUHGTWL8Bw 1:10:50 Vitalik on Canada https://twitter.com/CoinDesk/status/1494831247205580805?s=20&t=bVhe5WdwpMcX4yAbaiSX4g 1:12:40 This Isn’t Okay https://twitter.com/RyanSAdams/status/1495780516175433739?s=20&t=OVkrUM-R02NPSMFIl6_QNQ 1:13:38 Freedom to Transact https://twitter.com/punk6529/status/1494444624630403083?s=20&t=aCVjL6qeHXeSa_1P13s1Lg

1:16:20 NFTs 1:16:25 Sotheby’s 104 Punk Rug https://www.theblockcrypto.com/linked/135257/sothebys-withdrew-a-lot-of-104-cryptopunks-before-its-auction-was-set-to-begin 1:17:14 “Nvm, decided to hodl” https://twitter.com/0x650d/status/1496646517003800578 1:17:34 Invisible Friends NFT https://thedefiant.io/invisible-friends-nfts/ https://opensea.io/collection/invisiblefriends

1:19:40 REGULATION 1:19:50 China Tareting Secret Miners https://www.coindesk.com/policy/2022/02/23/chinas-zhejiang-province-implements-punitive-electricity-prices-for-crypto-mining/ 1:20:10 China Jailing People For Raising Crypto Funds https://www.theblockcrypto.com/post/135286/china-crypto-jail-people-if-funds-raised-public

1:23:35 TAKES 1:24:15 Neutrality https://twitter.com/VitalikButerin/status/1496695587495981056 1:24:55 Old vs. New World Model https://twitter.com/markbeylin/status/1369461574986039303?s=21 1:25:30 FunkoPop https://twitter.com/icebergy_/status/1496338749789200384?s=20&t=2JLMa26SedDop45eIATbzw https://www.funko.com/ 1:27:13 Crypto Puck is Moving Fast https://twitter.com/TrustlessState/status/1496257364407767045?s=20&t=P-oyh7NAZy5rok9oz3sa7A 1:29:18 Crypto is here to Set Us Free https://newsletter.banklesshq.com/p/crypto-is-here-to-set-us-free?utm_source=url

1:31:26 What David’s Excited About Elden Ring 1:32:11 What Ryan’s Excited About https://world.hey.com/dhh/i-was-wrong-we-need-crypto-587ccb03

1:35:20 MEME of the Week https://twitter.com/DnlKlr/status/1496637172199264258?s=20&t=2JLMa26SedDop45eIATbzw https://twitter.com/arjunbhuptani/status/1496265036775530496?s=20&t=2JLMa26SedDop45eIATbzw

1:37:00 Disclaimers ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Ether's Phoenix with Optimism's Karl Floersch | GreenPill #2 Feb 24, 2022

✨ Subscribe to the Green Pill Podcast ✨ https://availableon.com/greenpill

🟢 Get the GreenPilled Book 🟢 https://greenpill.party/

Apple Show Link: https://podcasts.apple.com/us/podcast/greenpill/id1609313639

Spotify Show Link: https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4

-----

Karl Floersch is the co-founder of Optimism, the Ethereum rollup scaling solution, as well as one of the primary advocates in the space for public goods funding.

Karl is inspiring on many levels—both individually with his seemingly boundless optimism and energy, and also his prolific work in the Ethereum ecosystem.

Optimism is simultaneously scaling Ethereum’s transaction space and its values & ethos, pledging to recycle its fees into public goods. A central goal of regenerative finance is to align economic value with our moral values, and Karl’s work on retroactive public goods funding is pushing us towards that brighter, solarpunk future.

We also explore the concept of ‘Ether’s Phoenix,’ a hypothetical being that rewards you for manifesting it—directly contrasting the concept of Roko’s Basilisk (research at your own risk).

Take the Green Pill, anon.

------ SPONSOR PILLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 2:40 Karl Floersch 4:38 Optimism & Public Goods 7:30 Solving Governance 11:32 Retroactive Public Goods Funding 18:09 The Endgame 21:18 Karl’s Favorite Public Goods 28:25 Ether’s Phoenix 32:12 Grinding & Mindset 34:02 Memes & Narratives 37:49 Closing

------ Resources:

Karl on Twitter: https://twitter.com/karl_dot_tech?s=20&t=-oO_ckIiZ6BKahlmZVvB8w

Kevin on Twitter: https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ

Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20&t=6oPk84CaEN12Es6e7Nze3A

Optimism: https://twitter.com/optimismPBC?s=20&t=-oO_ckIiZ6BKahlmZVvB8w

----- Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012

----- 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

ETHDenver 2022 is Scaling Vibes | Andrew Yang, Erik Voorhees, Kevin Owocki Feb 22, 2022

Few things compare to ETH Denver. It is impossible to fully capture the experience of the crypto community at a massive gathering like this, but these two choice talks provide a snapshot of the vibes and ethos of the 2022 conference. Kevin Owocki and Erik Voorhees join to synthesize the respective merits of individualism and collectivism, and Andrew Yang stepped up to give an impromptu call to action for the community to rally around productive goals.

We are scaling out the crypto vibes, and that was abundantly clear this week. Far larger than any previous ETH Denver, this conference truly felt like a Schelling point for folks changing the world via novel, elegant mechanisms. We just can’t wait for ETH Denver 2023.

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 12:01 Journey to ETH Denver 16:18 The Panels 22:37 Vibes

34:00 Kevin Owocki & Erik Voorhees 43:28 Pragmatism 50:57 Public Goods Funding

1:00:00 Andrew Yang & Crypto Alignment 1:06:31 Lobby3 1:13:53 Roadmaps & Executive Orders 1:22:14 Action & Optimism 1:27:45 Audience Questions

------ Resources:

Kevin on Twitter: https://twitter.com/owocki?s=20&t=O_vNoy9YMBatb8lIbf9ByA

Erik on Twitter: https://twitter.com/ErikVoorhees?s=20&t=O_vNoy9YMBatb8lIbf9ByA

Andrew on Twitter: https://twitter.com/AndrewYang?s=20&t=O_vNoy9YMBatb8lIbf9ByA

Lobby3: https://twitter.com/Lobby3D?s=20&t=q417PS_HIJMGmpXqJYhPVg

Take the Green Pill: https://greenpill.party/

----- 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

106 - How to Become a Whale | Tetranode Feb 21, 2022

From gaming guppy to Orca whale, this week we’re talking to Tetranode. Who is this whale man? Well, he’s an anonymous DeFi billionaire who has been a part of and has shaped the crypto world since the early days of the space.

Not everyone is a whale, but everyone is definitely trying to become one. If you dream of becoming a whale one day, this episode is your blueprint. We uncover all of Tetranode’s whale secrets, such as why farmers are the best alpha, why he’s team Ethereum vs. team Alt Layer 1s, and of course—Tetranode’s advice on becoming a whale yourself.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-how-to-become-a-whale-tetranode

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 7:35 Gaming as Crypto Training 13:40 Who is Tentranode 18:35 Becoming a Whale 25:20 The Purpose of Wealth 30:55 Why ETH Bullishness? 38:55 Why Decentralization Matters 41:25 Tetranode’s Infinity Gauntlet 46:30 Farmers Have the Best Alpha 48:45 How to Move & Play Markets 1:03:08 Tetranode’s Infinity Gauntlet 1:25:32 Layer 2 Life 1:30:20 Dani Sesta Frog Nation Lessons 1:32:50 How to Trust Anons 1:36:06 Advice to be a Whale 1:38:20 Tetranode in the Future 1:45:20 Closing & Disclaimers

------ Resources:

Tetranode’s Twitter https://twitter.com/Tetranode

Tetranode’s Infinity Gauntlet https://twitter.com/tetranode/status/1481687955223638016

Sismo https://www.sismo.io/ Degen Spartan’s Twitter https://twitter.com/DegenSpartan

DOPEX https://www.dopex.io/

Olympus DAO https://twitter.com/OlympusDAO

FeiRari https://app.rari.capital/fuse/pool/8

Rocket Pool https://rocketpool.net/

Curve https://curve.fi/

Arbitrum https://twitter.com/arbitrum

zkSync https://zksync.io/

zkStark https://starkware.co/stark/

Dani Sesta’s Twitter https://twitter.com/danielesesta

----- 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: ETH DENVER | SEC Fines BlockFi | Canada Freezes Protester Funds | Geopolitical Chess Feb 18, 2022

3rd Week of February 2022

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

6:15 MARKETS 6:45 BTC Price 7:00 ETH Price 8:10 ETH/BTC Ratio 8:20 $BED 8:46 Putin Pulls Back Troops? https://blockworks.co/market-wrap-crypto-pumps-after-putin-pledges-to-partially-pull-back-troops/ 10:07 Putin Meme https://www.reddit.com/r/memes/comments/suis1r/putin_and_his_tricks/ 10:30 Ukraine Legalizes Crypto https://t.co/baFQtulqUi

ETH NUMBERS 11:50 New Analytics Board for L2 Fees https://l2fees.info/l1-fees 14:28 Ryan Take https://twitter.com/RyanSAdams/status/1492172541531668485?s=20&t=OzJCliV3DLHYHH1-6HNl7g 14:52 ETH Addresses ATH https://decrypt.co/92969/number-of-ethereum-addresses-holding-0-1-eth-hits-all-time-high 15:40 Market Cap of ETH https://mirror.xyz/brunny.eth/-0Jn0dD5868h_WshCirxJPyjBD6hQvqPL18blZrEbsU 19:49 iPhone Denominated in ETH https://twitter.com/aavechan/status/1492437146929672195?s=21

24:19 RELEASES 24:23 GreenPill podcast! https://twitter.com/BanklessHQ/status/1494004613455958021 28:10 Urbit Layer 2 Rollup https://twitter.com/urbit/status/1493283731913601027?s=20&t=3rrO21ygoMoQYeKKLTieQA 29:55 Andrew Yang Lobby3 Launch https://www.lobby3.io/ 33:18 RAC - RacOS v0.1 https://twitter.com/RAC/status/1491820073916383232 34:34 Bankless Academy launched https://app.banklessacademy.com

36:30 RAISES 36:33 RabbitHole $18M https://twitter.com/flynnjamm/status/1493616468809986055?s=21 37:25 Rainbow Wallet Series A https://techcrunch.com/2022/02/15/web3-mobile-wallet-startup-rainbow-raises-18m-series-a-from-alexis-ohanians-fund/ 37:59 OpenSea Venture Fund https://www.theblockcrypto.com/linked/133929/opensea-launches-venture-arm-nft-ecosystem-grant-program 38:56 Circle @ $9B https://www.reuters.com/technology/fintech-firm-circle-doubles-valuation-9-bln-new-spac-deal-2022-02-17/

39:22 JOBS https://pallet.xyz/list/bankless/jobs

41:29 NEWS 41:32 Top Superbowl Ads https://www.theblockcrypto.com/linked/134101/crypto-apps-soar-in-popularity-after-super-bowl-splurge?utm_source=feedly&utm_medium=rss 41:49 Best Crypto Bowl Commercials https://newsletter.banklesshq.com/p/best-crypto-bowl-commercials-?r=l64s 46:27 Crypto Skepticism https://twitter.com/RyanSAdams/status/1493230988394217479?s=20&t=SEFnYIgOkfVWf6P8pvXJNg

49:50 REGULATION 49:55 End of Centralized Lending in U.S.? https://twitter.com/RyanSAdams/status/1493257462824189954?s=20&t=RSxNnZpeHP7LK4Pniy8o-w 50:00 SEC Fining BlockFi 50:05 Landmark Resolution Says BlockFi https://blockfi.com/resolution-announcement 51:44 SEC's Take https://thedefiant.io/blockfi-sec-100m/ 55:05 Canada Freezes Protester Funds https://www.bbc.com/news/world-us-canada-60383385 55:38 Ryan Take https://twitter.com/RyanSAdams/status/1493433716605079554?s=20&t=8uqyyLuGI4giB9_Tl_Q6QQ 57:10 Financial Authorities Blacklisting Wallets https://www.theblockcrypto.com/linked/134475/canadian-federal-police-seek-blockade-of-crypto-wallets-tied-to-freedom-convoy 59:20 Stablecoin Issuers Must be Banks https://blockworks.co/treasury-official-says-stablecoin-issuers-must-be-banks-to-ensure-security 1:00:20 FSB Don’t Like DeFi https://thedefiant.io/fsb-defi-threat-stability-regulation/

1:02:15 ETH 1:02:18 Twitter adds ETH Tipping Support https://www.coindesk.com/business/2022/02/16/twitter-adds-ethereum-wallet-support-to-tipping-feature/

1:03:18 NFTs 1:03:22 OnlyFans NFT PFPs https://www.theblockcrypto.com/linked/133856/onlyfans-launches-verified-nft-profile-pictures 1:04:23 Largest CryptoPunk Sale Ever https://twitter.com/cryptopunksbot/status/1492597270809821193?s=21 1:05:05 Double the Last Highest Sale https://decrypt.co/92819/cryptopunks-ethereum-nft-sells-for-nearly-24m-doubling-previous-record 1:05:30 Size of NFT Market https://nftgo.io/overview

1:06:25 BITCOIN 1:06:30 Fidelity Launches Bitcoin ETP https://twitter.com/EricBalchunas/status/1493581516131213312?s=20&t=qoMlyVjfHGwFQt5ijtCsXg

1:07:10 GENERAL CRYPTO 1:07:13 Terra $40M MLB Deal https://decrypt.co/92525/terra-washington-nationals-sponsorship

1:08:05 Coinbase White Hat Savior https://www.reddit.com/r/CryptoCurrency/comments/srr32t/white_hat_hacker_saves_coinbase_from_possible/?utm_source=share&utm_medium=ios_app&utm_name=iossmf 1:10:16 Binance & BNB Chain https://www.theblockcrypto.com/linked/134257/binance-renames-bsc-bnb-blockchain-token

1:11:00 MISC. 1:11:04 Banks Investing in Crypto https://twitter.com/Blockworks_/status/1493263950896640005?s=20&t=b0mFH75DAQ60ikXrRaseNA 1:12:32 Netflix Bitcoin Heist https://twitter.com/blockdropspod/status/1492960841670537223?s=21

1:16:10 TAKES 1:16:15 Mad at NFTs? https://twitter.com/0xjim/status/1468032612275048450?s=21 1:19:20 Bitcoin Narrative https://twitter.com/cburniske/status/1493693680451915777?s=20&t=nIETFmqB0sPw5HwYSIlSXA

1:20:20 What David’s Excited About 1:21:29 What Ryan’s Excited About

1:24:15 MEME of the Week https://twitter.com/kielbasagarage/status/1491458653299572737?s=21

1:24:40 Disclaimers

1:24:55 Moment of Zen https://twitter.com/mrscottmeyer/status/1494349965627326468?s=21 ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Vitalik Buterin - Green Pill #1 Feb 17, 2022

Vitalik Buterin is the founder of Ethereum and a researcher at the Ethereum Foundation.

As the visionary behind the network, Vitalik's values are embodied within the ethos of Ethereum's community-centric nature.

Exploring quadratic funding, pluralism, and sybil resistance, we dive into why Vitalik cares about public goods and how we can utilize novel mechanisms to fund them elegantly.

Take the Green Pill, anon.

----- ✨ Subscribe to the Green Pill Podcast ✨ https://availableon.com/greenpill

🟢 Get the GreenPilled Book 🟢 https://greenpill.party/

Apple Show Link: https://podcasts.apple.com/us/podcast/greenpill/id1609313639

Spotify Show Link: https://open.spotify.com/show/0l6aXWC94dd0RA3tkKfxjd?si=5fdadfbcd8d34bd4

------ SPONSOR PILLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 3:30 Vitalik & Quadratic Funding 7:06 Evolution & Problems 12:14 Vitalik GreenPilled 15:00 Crypto’s Endgame 19:54 Pluralism 24:59 Public Goods Mechanisms 28:55 Sybil Resistance in Argentina 33:30 Community Values 38:55 Public vs Private Goods 42:10 Net Positive Impacts 44:09 Closing

------ Resources:

Kevin on Twitter: https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ

Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20&t=6oPk84CaEN12Es6e7Nze3A

Schelling Point Conference: https://schellingpoint.gitcoin.co/

-----

Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012

----- 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

Announcing the GREEN PILL Podcast | Kevin Owocki Feb 16, 2022

Kevin Owocki returns to Bankless with a very special announcement—the GreenPill Podcast!

The Gitcoin OG is the embodiment of the best parts of the crypto ethos, and his commitment to public goods is making the world a better place.

GreenPill is launching through the Bankless network, and we’re extremely excited to meme ‘public goods’ and ‘regenerative cryptoeconomics’ into existence.

Take the Green Pill, anon.

✨ Subscribe to the Green Pill Podcast ✨ https://availableon.com/greenpill

🟢 Get the GreenPilled Book 🟢 https://greenpill.party/

------ Topics Covered:

0:00 Intro 1:55 GreenPill & Regen 4:20 Moloch in the World 6:58 Why Green? 9:37 The GreenPilled Book 11:58 The GreenPill Podcast 17:04 ELI5 & Details 19:57 Closing

------ Resources:

Kevin on Twitter: https://twitter.com/owocki?s=20&t=A1yy1WYtQlNAOiSxXtGuNQ

Schelling Point Conference: https://schellingpoint.gitcoin.co/

-----

Music by WABI SABI - snowflake - https://thmatc.co/?l=7786B012

----- 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

ARK Analysts call $1M BTC, $180K ETH | Bullish Crypto Price Predictions Feb 16, 2022

In their seminal 'Big Ideas' report for 2022, the ARK team predicts the prices of $1M for Bitcoin and over $180K for Ether. These numbers may seem outrageous in a short time frame, but with a broader perspective about the total addressable market for cryptoassets over the next decade, these ambitious predictions sharpen into something more than exuberance.

With paradigm shifts underway, we're bringing on ARK analysts Frank Downing and Yassine Elmandjra to discuss the why, how, and when of these hot price predictions–and why it's more than just the price that matters.

How bullish are you? Not bullish enough.

------ 📣 NOTIONAL FINANCE | DeFi's Leading Fixed Rate Yield https://bankless.cc/Notional

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Timestamps: 0:00 Intro 6:45 Guest Intros 11:32 Big Ideas 2022 Report 14:00 Public Blockchains Transforming Every Asset Class 20:50 Each Revolution Involves A Different Level of Trust 32:50 Bitcoin Could Exceed $1 Million by 2030 48:05 Crypto-Powered Finance Might Scale More Efficiently Than TradFi 53:38 ETH Market Cap Could Exceed $20T In The Next 10 Years 1:02:09 NFTs Could Shift From Static Collectibles to Dynamic Digital Assets 1:05:35 The Growth of the Metaverse 1:07:45 Final Thoughts 1:12:30 Disclaimers

------ Resources:

Frank Downing on Twitter: https://twitter.com/downingark

Yassine Elmandjra on Twitter: https://twitter.com/yassineark?lang=en

Big Ideas 2022 Report: https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK_BigIdeas2022.pdf

Ark Invest https://ark-invest.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

105 - Crypto in Washington | Congressman Tom Emmer Feb 14, 2022

Is D.C. taking crypto seriously? Congressman Tom Emmer shares the latest from the ongoings in Washington. Minnesota Representative Emmer is a 4th term member of the House of Representatives. He sits on the House Financial Services Committee and is a dedicated crypto advocate. Many of us have preconceived notions that the majority of the government is anti-crypto. Representative Emmer explains why this isn’t entirely true. We also unpack what’s at stake here. What happens if we get crypto policy wrong? How do we defeat the super-shadowy-legislators? Should we follow in China’s Digital Yuan footsteps?

Lastly, Representative Emmers shares that Bankless—yes—Bankless is having an impact in Washington! Find out in what way and how we’re going to continue crypto-pilling everyone in Washington.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-crypto-in-washington-congressman

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Rep. Tom Emmer 13:20 Why D.C. Hates Crypto 19:53 What’s at Stake? 26:02 Playing Devil’s Advocate 31:55 The Opportunity 37:03 Legislative Solutions 43:56 Securities Clarity Act 52:44 China’s Digital Yuan 57:25 How We Win in D.C. 1:03:24 Closing & Disclaimers

------ Resources:

Representative Emmer on Twitter https://twitter.com/reptomemmer

Representative Emmer’s website https://emmer.house.gov/

Elon Musk vs. Elizabeth Warren https://twitter.com/SenWarren/status/1470415896053227522?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1470898920146542592%7Ctwgr%5E%7Ctwcon%5Es2_&ref_url=https%3A%2F%2Findianexpress.com%2Farticle%2Ftrending%2Ftrending-globally%2Felon-musk-elizabeth-warren-taxes-twitter-spat-7674225%2F

PAC.xyz https://www.pac.xyz/

The Road to Serfdom by Friedrich Hayek https://www.goodreads.com/book/show/299215.The_Road_to_Serfdom

The Scandal of Money by George Gilder https://www.goodreads.com/book/show/29632093-the-scandal-of-money?from_search=true&from_srp=true&qid=kaAA6nUX2E&rank=1

----- 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: Bitfinex Hack | Super Crypto Bowl | Aave Social Network | Vitalik Supports Assange DAO Feb 11, 2022

2nd Week of February 2022

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙 SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

4:35 MARKETS 4:38 BTC Price 5:01 ETH Price 5:55 ETH BTC Ratio 6:05 $BED https://www.indexcoop.com/bed 6:15 $GMI 7:21 10 Billion DAI! https://twitter.com/MakerGrowth/status/1491036054581039104 9:56 Inflation is 7.5% https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html https://twitter.com/cryptoconan/status/1491811541448073216?s=21

13:26 RELEASES 13:52 Aave Social Network - Lens Protocol https://twitter.com/LensProtocol/status/1490782690651656197 15:29 Celestia DA Bridge https://blog.celestia.org/celestiums/ 17:26 Polygon Edge https://twitter.com/MihailoBjelic/status/1490036508493250560?s=20&t=ku_imokA2_X2W25WRHIePg 18:57 FTX -> Arbitrum https://twitter.com/FTX_Official/status/1490903050269396992

19:42 RAISES 19:46 Polygon $450M https://techcrunch.com/2022/02/07/polygon-raises-450m-from-sequoia-capital-india-softbank-and-tiger-global/ 20:48 Alchemy $200M https://twitter.com/AlchemyPlatform/status/149104968410152550 7 21:50 Jobs https://pallet.xyz/list/bankless/jobs

38:41 L222 39:41 USDC on Immutable https://twitter.com/Immutable/status/1491588322262585344 40:05 Set Perp Protocol Optimism https://twitter.com/SetProtocol/status/1490747638899163138 40:52 ETH 40:55 Merge Soon, Then Moon https://twitter.com/peter_szilagyi/status/1489136403376136193?s=20&t=sFPJZ5K6BXKnKZEnwYnzig 43:39 ULTIMATE ASSET https://twitter.com/RyanSAdams/status/1491788486772330501?s=20&t=4ptQSEhHpc3HQNRP8zC1FA 48:18 Vitalik Supports Assange DAO https://twitter.com/VitalikButerin/status/1490686148087320576 https://assangedao.org/

48:17 NFTs 48:30 Exchanges to Run Ads https://www.theblockcrypto.com/linked/133226/crypto-exchange-giants-will-reportedly-run-ads-during-super-bowl 49:04 Bud Light x Nouns https://www.theblockcrypto.com/linked/133113/bud-light-partners-with-nouns-dao-for-its-upcoming-super-bowl-ad 49:34 Dapper Labs SB Launch https://www.ledgerinsights.com/dapper-labs-to-launch-nfts-for-super-bowl-nfl/ 50:07 Nintendo NFT Interest https://twitter.com/Blockworks_/status/1489559692502351878 50:42 Zynga Wants In https://www.theblockcrypto.com/linked/133707/gaming-giant-zynga-plans-to-launch-nft-based-game-this-year 50:50 Ready Player Me Punks https://punks.readyplayer.me/?utm_source=newsletter&utm_medium=email&utm_campaign=January2022 51:22 Disney Hiring https://www.theblockcrypto.com/linked/133042/disney-is-looking-for-a-business-developer-with-nft-experience 51:35 Gucci Buys Sandbox Land https://www.theblockcrypto.com/linked/133727/gucci-buys-virtual-land-on-the-sandbox-as-part-of-metaverse-experience-bid 53:25 Brie Larson PFP https://twitter.com/brielarson/status/1489655405084954625 54:44 Heidi Klum Cryptopunk https://twitter.com/heidiklum?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

53:00 INTERNATIONAL 53:03 China Debuts Digital Yuan https://blockworks.co/china-debuts-digital-yuan-at-winter-olympics-amid-warnings-from-us-senator/ 56:20 Russia Recognizes Crypto https://blockworks.co/russia-moves-to-recognize-crypto-as-a-form-of-currency El Salvador Bitcoin Bond https://www.theblockcrypto.com/post/133720/el-salvador-plans-to-issue-first-bitcoin-bond-next-month

58:35 MISC 58:39 Selkis on Tucker Carlson https://procrypto.substack.com/p/the-digital-freedom-alliance/comments 59:28 Binance buys $200M stake in Forbes https://www.theblockcrypto.com/post/133786/binance-forbes-taking-200-million-stake

1:02:30 TAKES 1:03:05 Web3 Quality vs. Web2 Quality https://twitter.com/RyanSAdams/status/1489331768448761857?s=20&t=_gnBi6D_sVv_0OYh_pywpQ 1:04:22 L2 Token Distribution https://twitter.com/TrustlessState/status/1491590027192811521?s=20&t=-P7HJB_lZQzU2V6APMlIWQ 1:06:03 William Peaster https://newsletter.banklesshq.com/p/how-to-get-ready-for-l2-tokens 1:06:15 RAC on NFTs https://twitter.com/RAC/status/1490431021505867776?s=20&t=BMjgVFj3aZ65a53JTsHzbQ 1:09:17 Justin Kan Gaming NFTs https://twitter.com/justinkan/status/1490923171817848842 1:10:25 Web3 Echo Chambers https://twitter.com/bantg/status/1490317595421069313?s=21

1:12:05 What David’s Excited About 1:14:12 What Ryan’s Excited About

1:16:42 MEME of the Week https://twitter.com/Ommiii_/status/1491110034453188610?s=20&t=Zx6quzNoLrPuX_5IzBrATg

1:18:00 Disclaimer

1:18:20 Moment of Zen https://twitter.com/MoonOverlord/status/1491111919633469443?s=20&t=Uvvt4-DdIf5RrkIRleR92Q ----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Will MetaMask Drop a Token? Breaking Down the Biggest Wallet Merge Ever Feb 10, 2022

MetaMask and MyCrypto are teaming up to build the ultimate crypto wallet. Revamping efforts on security, user experience, as well as features & integrations, this is a massive moment in the world of non-custodial crypto wallets.

As the passport to Web3, improving and innovating the crypto wallet is increasingly vital as the entire industry continues to scale outwards. Building a secure and intuitive flow for asset management is do-or-die for the crypto space.

With Dan Finlay from Consensys and Taylor Monahan from MyCrypto, we're exploring the implications of this monumental merger and what it means for the broader crypto user experience.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 The MetaMask MyCrypto Merger 13:57 Power & Responsibility 17:58 What Happens Next? 24:08 By the Numbers 25:57 What is a Crypto Wallet? 32:33 The Passport to the Metaverse 35:44 More Merger Details 43:30 What's After Swaps? 47:58 Aggregators and Bridges 52:44 The Layer 2 Metamask 57:03 Polynya's Social Recovery Question 1:02:58 Vitalik's Light Client Question 1:06:00 Wen $MASK Token? 1:11:14 Closing & Disclaimers

------ Resources:

Dan on Twitter: https://twitter.com/danfinlay?s=20

Taylor on Twitter: https://twitter.com/tayvano_?s=20

The Announcement: https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740

----- 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

Finding Common Ground | Solana, Avalanche, Terra Feb 09, 2022

✨Finding Common Ground✨

Crypto has grown a lot in 2021!

New ecosystems have put new private keys in the hands of so many new users.

Our interests overlap by 99%! We bring on the leaders from three killer DeFi ecosystems to discuss all the things that we align on, in order to start 2022 off in positive vibes!

------ 📣 ZERION | Move Your Assets To Layer 2 https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Ground Rules 8:16 Why Are You in Crypto? 12:58 Personal Values & Backgrounds 18:26 Who are your Heroes? 21:56 Crypto Tribalism & Politics 27:06 Competing vs Collaborating 31:58 Decentralizing 37:04 What is True Decentralization? 45:00 Are Your Tokens Money? 51:31 Do Kwon Arrives 55:01 Layer 2 vs Multi-Chain 1:03:15 Predictions for 2022 1:07:11 Closing & Disclaimers

------ Resources:

Anatoly on Twitter: https://twitter.com/aeyakovenko?s=20

Do Kwon on Twitter: https://twitter.com/stablekwon?s=20

Emin on Twitter: https://twitter.com/el33th4xor?s=20

----- 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

Behind Axie Infinity's Engine | Jiho (Layer Zero) Feb 08, 2022

Jeff ‘Jiho’ Zerlin—or jiho.eth on Twitter—was an early Axie Infinity community member before becoming the project’s Co-Founder. Ever since he could remember, Jiho was a gamer, collector, and entrepreneur.

Jiho wouldn’t be the engine to Axie’s growth today without his formative childhood. This is what shaped him to become the community leader of the leading play-to-earn game in the world, Axie Infinity. Now—Jiho and the Axie Nation are taking things to the next level.

Jiho shares the stories from his early formative years that shaped him to be the engine of Axie’s growth today, how community building changes in bull and bear markets, and what Axie’s secret ingredient is to the project’s lasting staying power.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:52 Jiho’s Formative Years 15:47 Jiho’s Evolution at Axie 23:44 Axie’s Staying Power 34:50 Community Building in Different Markets 39:50 Organizing Axie Nation 44:50 Investing in P2E 50:44 Axie’s Emotional Bond 58:00 Optimizing for the Metaverse 1:05:46 What Jiho is Optimistic About

------ Resources:

Jiho on Twitter https://twitter.com/Jihoz_Axie

Axie Infinity https://axieinfinity.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

104 - Why Everything Is Weird | Kyla Scanlon Feb 07, 2022

Everything is weird right now, and Kyla Scanlon is here to tell us why. Kyla is an independent, Gen Z friendly, new age content creator with a fantastic newsletter and youtube channel. In addition, she is the BanklessHQ TikTok correspondent, dropping weekly recaps of the crypto world.

Stepping outside the crypto bubble, there is craziness in the real world. We explore whether inflation is destroying the economy, social unrest, why younger generations are unhappy, and everything happening IRL right now.

Are we approaching war with Russia? Is globalization reversing? Can supply chains be fixed? Hang out with us as Kyla distills these complicated topics into well researched, thoughtful commentary.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-kyla

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:30 Kyla Scanlon 8:13 Inflation & Supply Chains 13:58 The Fed 18:15 Labor Markets 24:47 Social Unrest & Revolution 30:16 The Russia Ukraine Thing 35:14 What Modern War Looks Like 39:22 China & Getting Swifted 42:17 Energy Markets 52:35 Globalization 57:30 Narratives Shape Everything 1:01:47 Crypto in General 1:07:20 Line Goes Up Criticism 1:14:02 Green Energy Investment 1:19:53 Is Gen Z Screwed? 1:25:04 Meaning & Creating 1:31:40 Closing & Disclaimers

------ Resources:

Kyla on Twitter: https://twitter.com/kylascan?s=20

Kyla's Website: https://kylascanlon.com/

Bankless TikTok: https://www.tiktok.com/@banklesshq?lang=en

Principles for Dealing with the Changing World Order: https://www.amazon.com/Changing-World-Order-Nations-Succeed/dp/1982160276

Ukraine Meme: https://twitter.com/Ukraine/status/1468206078940823554?s=20&t=QrBDbm0rG-kp0eNDS2l-SA

----- Music by Pick Patek - My Mind Is A Barrel (feat. Raindrop Relly & Charles Hussle) - https://thmatc.co/?l=3CCE88F3

----- 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

GAMESTOP NFTs via ImmutableX | Robbie Ferguson Feb 05, 2022

GAMESTOP! is announcing they're partnering with zk-rollup Immutable X, to open up an NFT marketplace!

Immutable and Gamestop are also creating an up to $100 million fund dedicated to supporting the gaming ecosystem on Immutable X.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 - Intro 3:55 - How Big Is This? 6:01 - What Gamestop is Doing 7:51 - What Immutable is Doing 10:35 - Driving a New Business Model 13:20 - Why ImmutableX? 15:10 - What's Being Built 18:09 - The Gamer Experience 22:30 - The $100M Fund 25:15 - The Power of High Volume 27:55 - Criticism vs Utility 31:31 - What's After Gamestop? 33:20 - Closing & Disclaimers

------ Resources:

Robbie on Twitter: https://twitter.com/0xferg?s=20

ImmutableX: https://www.immutable.com/

Gamestop Announcement https://investor.gamestop.com/news-releases/news-release-details/gamestop-forms-partnership-immutable-x

----- 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: Wormhole Hack | Wonderland Follow Up | Justin Bieber Bored Ape | Gamestop X Immutable Feb 04, 2022

1st Week of February 2022

------

📣 ZERION | Trade Across 7 Networks and 500+ protocols

https://bankless.cc/Zerion

------

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Matcha

🍵 MATCHA | SMART ORDER ROUTING

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING

https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO

https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET

🦄 UNISWAP | DECENTRALIZED FUNDING

https://www.indexcoop.com/bed

------

Topics Covered:

0:00 Intro

4:20 MARKETS

4:22 BTC Price

4:51 ETH Price

5:14 ETH BTC Ratio

6:21 New ETH Burning Categories

https://ultrasound.money/

9:21 The Fee Flippening

https://twitter.com/cburniske/status/1488346430271934467?s=20&t=8jnMFEGTcxKL4BUOgak8tA

11:56 DCF Price Forecasts

https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0

https://docs.google.com/spreadsheets/d/1vqKJlqAmccQOvgzzgy_asz2QVGUYf4Wdfn2nNSDj3cA/edit#gid=1299381756

16:18 Visa $2B Transaction Volume

https://beincrypto.com/visa-records-over-2b-in-transactions-for-crypto-linked-cards-in-2022-q1

16:55 Stablecoin Big But Still Smol

https://coinmetrics.substack.com/p/state-of-the-network-issue-140

24:00 RELEASES

24:03 Aave v3

https://twitter.com/AaveAave/status/1486793032544493577?s=20&t=gVjc4WzEBdvCemwcOddr0g

25:02 Predicting Hacks on Polymarket

https://twitter.com/PolymarketHQ/status/1486792651567472642?s=20&t=0TAKgnyChvZR8E8fg9JEeQ

26:21 Kuiper Index Protocol

https://thedefiant.io/kuiper-index-protocol-launches/

27:10 RAISES

27:12 Dune $69,420,000 - Nice

https://dune.xyz/blog/series-b

27:53 Solana Wallet Phantom

https://decrypt.co/91574/solana-wallet-phantom-raises-109-million-bringing-valuation-1-2-billion

28:49 MyCrypto MetaMask Merger

https://medium.com/metamask/welcoming-mycrypto-to-metamask-8ee46e2ae740

30:14 FTX > Coinbase

https://twitter.com/RyanSAdams/status/1488235646800080904?s=20&t=LthLbxyfyM7Gx_TRS7FGhw

32:23 Castle Island

https://blockworks.co/castle-island-ventures-raises-hundreds-of-millions-for-new-fund

33:40 Jobs

https://twitter.com/RyanSAdams/status/1488979604362649602?s=20&t=ZsCXhj2PyjdtXJv-KUMjvQ

35:02 NEWS

35:37 The Bridge Hack

36:26 Wormhole Failure

https://twitter.com/wormholecrypto/status/1489001949881978883?s=20&t=jmTVlJmMtkIo1wYfLXj1jg

38:41 Getting Messy

https://twitter.com/tony_intern/status/1488979589602840581?s=20&t=Yxwn9ebgfQD0H9Z4Es6paA

39:28 Cascading Effects

https://twitter.com/gakonst/status/1488980822568886279?s=20&t=8swuB2G9HV7HnMk6V-Nlzg

40:42 TLDR

https://twitter.com/samczsun/status/1489044999211823107?s=20&t=u8aDeLzUhX9FZ8_kVn5k3g

41:30 Wormhole is Back Up

https://twitter.com/wormholecrypto/status/1489232008521859079?s=20&t=YzMwd8rxxeHYJmAZtxmwsw

42:31 Takeaways

50:34 Follow Up Trouble in Wonderland

https://twitter.com/danielesesta/status/1487826195978899457?s=20&t=4qIFl89g1cjmbeOjOD-IIg

52:53 Sifu Exiting?

https://twitter.com/PeckShieldAlert/status/1488504262443540480?t=Y9hIG9vU2zdIQp3BtWra4Q&s=19

53:18 Directly Managing a DAO

https://twitter.com/genie_trades/status/1488312967716216836?s=20&t=oAxIi76vMcePZPJMYRGUZg

53:48 Governance Sucks

https://twitter.com/fozzydiablo/status/1486724691024756751?t=StLVrY3RJF_3FyYQrGY79Q&s=19

54:31 Take https://twitter.com/0xMoral/status/1488112276343345154?t=1WkzDvDqVfCDARQjDJJdkw&s=19

L222

54:38 Gamestop X Immutable

https://twitter.com/Immutable/status/1489209166010847232?s=20&t=4r04eo5ozPx_LKHn6UHkHw

https://venturebeat.com/2022/02/03/gamestop-launches-nft-marketplace-on-immutable-x-creates-100m-dev-fund/

55:40 Bankless Livestream: https://youtu.be/fne4XMhtVf4

56:13 Arbitrum Drains Binance’s ETH

https://twitter.com/dmihal/status/1486823203632820225?s=20&t=eQcWA4eWW7vcTpLvi8vBqw

57:23 Polygon NFTs on Rainbow

https://twitter.com/rainbowdotme/status/1488966386059776005

58:17 NFTs

58:18 Crypto Down, NFTs Up

https://newsletter.banklesshq.com/p/crypto-down-nfts-up-lite

1:00:30 The Only Trade That Matters

https://news.bitcoin.com/pop-star-justin-bieber-buys-bored-ape-nft-for-1-29-million-pays-more-than-300-above-floor/

1:01:38 Kat Dennings Crypto Coven

https://twitter.com/OfficialKat?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

1:02:10 Bored Ape New Huge Valuation

https://www.ft.com/content/acc635d6-bb05-4af6-b4da-b8462c06466d

1:03:50 Coachella NFTs

https://www.theblockcrypto.com/linked/132706/coachella-partners-with-ftx-us-to-launch-nfts

1:05:19 Contrarian NFT Take

https://twitter.com/cburniske/status/1487852519610929152?s=21

1:06:58 Regulation

1:06:59 Facebook’s Diem Selling

https://www.coindesk.com/business/2022/01/31/silvergate-bank-confirms-diem-tech-acquisition/

1:08:51 The GMI PAC

https://www.theblockcrypto.com/linked/132171/crypto-leaders-launch-political-action-committee-to-back-congressional-candidates

1:09:25 SEC vs DeFi

https://twitter.com/RyanSAdams/status/1486818724887805959?s=20&t=zvPKSxtRhj2TahA9Ztwrig

1:10:27 Biden’s Crypto Agenda

https://decrypt.co/91301/federal-reserve-crypto-regulation-plan-stablecoins-big-banks

1:14:39 IRS vs. Staking

https://twitter.com/nohardforks/status/1489222500848484354

https://twitter.com/JTheAccountant/status/1489034212778950656?s=20&t=h07eSeIIkQRkz2_MxrIdSA

India

17:07 Governments Capturing Crypt

https://decrypt.co/91662/india-proposes-30-tax-crypto-income-announces-digital-rupee-launch

1:18:49 Taxing at 30%

https://twitter.com/CryptooIndia/status/1488482797064888322

TAKES

1:21:20 Right-Click-Save

https://twitter.com/cdixon/status/1487258007155232768?s=20&t=Tee_y2QEKF2AMfrR8EjoyQ

https://twitter.com/scott_lew_is/status/1487857870494486529

1:25:21 Blue Chips are L1

https://twitter.com/gabusch/status/1488724132007067648?s=20&t=eauFsFqWMIzpFQ8_YGQtZg

1:26:29 NFTs are a Scam

https://twitter.com/katxlev/status/1488869476707807233?s=20&t=05s3Q_5yxTQGjWKhH-dFvA

1:27:29 DC Investor - Conviction

https://twitter.com/iamDCinvestor/status/1489249513478885376?s=20&t=yekYSfdsYZtnK4-ktEvGlg

1:28:57 Can’t Cancel RSS

https://twitter.com/ryansadams/status/1487965015772733443?s=21

1:31:56 What David’s Excited About

1:32:00 ETH Denver https://twitter.com/TrustlessState/status/1489265843133243393?s=20&t=4r04eo5ozPx_LKHn6UHkHw

1:32:41 Brooklyn https://twitter.com/TrustlessState/status/1488373341295501312?s=20&t=4r04eo5ozPx_LKHn6UHkHw

1:33:37 What Ryan’s Excited About

1:33:40 DCF Model

1:38:15 MEME of the Week

https://twitter.com/smilinglllama/status/1488256713493032970?s=20&t=-jGsNQ65JnNiKI_EM9OEJw

-----

Not financial or tax advice. Do your own research. See our investment disclosures here:

https://newsletter.banklesshq.com/p/bankless-disclosures

Why $ETH is going to $3T | Ryan Allis Feb 02, 2022

CORRECTION: It's actually ETH to $4 Trillion 👀

Ryan Allis is the managing partner at Heart Rithm, and a serial entrepreneur with 20 years in technology, marketing, and business. Ryan write about Ethereum, Bitcoin, Polkadot, DeFi, Blockchain, Web3, and the future of money on his substack - Coinstack.

Today, we're evaluating ETH according to Ryan's recent DCF (discounted cash flows) model, and getting to the bottom of why ETH could be fairly valued at $10k with a market cap of $3 Trillion.

Model: https://docs.google.com/spreadsheets/d/1_IqNzqm-_Jlk-cK4twQ-bzhJKrsOhrckdQA2isTwKRA/edit#gid=0

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Ryan Allis, ETH, Cash Flows 12:29 Making a DCF for ETH 16:34 Costs & Security 21:16 Generating Insane Revenue 31:42 The Outputs are Sexy 40:55 Monetary Premium 47:00 Buybacks & Distribution 52:14 Markets vs Education 57:02 Alt Layer 1's & L2 1:03:25 Memes vs Fundamentals 1:08:19 Closing & Disclaimers

------ Resources:

Ryan on Twitter: https://twitter.com/ryanallis?s=20 CoinStack: https://twitter.com/coinstackcrypto?s=20 HeartRithm: https://twitter.com/HeartRithm?s=20

----- 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

Boys Club | Layer Zero Feb 01, 2022

The Boys Club is a DAO-in-training that is building products, resources, and communities to make the crypto space a more welcome place for women. Crypto has traditionally not been a particularly women-friendly place, with a sub-culture of basement-dwelling libertarian bros. But that is changing.

There are an increasing number of ways to break into crypto, and the Boys Club is tackling this head on. Natasha Hoskins and Deana Burke are co-founders of the community, and they note that women have far more presence at IRL crypto events than on the internet. And Boys Club members rep the Boys Club. Hard.

With a strong mission, sound goals, and immaculate vibes, the Boys Club have already blazed trails, but there is a strong future ahead of them.

------ 📣 ZERION | Trade Across 7 Networks and 500+ protocols https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:30 Natasha & Deana of Boys Club 8:52 Onboarding Women Into Web3 15:56 The Boys Club Vibe 22:56 But What IS Boys Club? 26:34 The Name 28:41 Lessons in Scaling 33:40 More than Mining 36:10 What Women Have that Crypto Needs 40:30 Pet Peeves 42:42 Interviewing Each Other 49:14 I Think This Is For You 52:02 Maximally Successful Boys Club 56:41 Sharing Stories 59:28 How to Get Involved

------ Resources:

Natasha on Twitter https://twitter.com/natashaghoskins?s=20 Deana on Twitter https://twitter.com/medeana?s=20 Boys Club on Twitter https://twitter.com/BoysClubCrypto?s=20 BoysClub.vip https://boysclub.vip/

----- 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

103 - Blockchains are Cities | Haseeb Qureshi Jan 31, 2022

First, Haseeb Qureshi was a Texas Hold’em poker player. Then Haseeb learned how to code and worked as a software engineer for Airbnb. He went down the crypto rabbithole and is now the managing partner at Dragonfly Capital, as well as an accomplished writer and coder.

He recently published an article titled Blockchains are Cities, expanding on a mental model for understanding the crypto landscape from a high level perspective. We brought Haseeb back onto the Bankless Podcast to dive into this metaphor, which explains how cities (and blockchains) scale.

We also explore the question of the decade: Will we live in a multi-chain world, or will there be “one chain to rule them all”?

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-haseeb-cities

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:00 Haseeb and Context 11:35 Why Cities? 17:15 Limitations & Trust 23:27 Scaling Like Cities 31:15 Who’s Building Vertically? 36:27 Application Specific Chains 45:14 Building More Cities 54:23 Goals, Tradeoffs, and Winners 1:01:20 Cross-Chain Bridges 1:05:59 Cities or Nation States? 1:12:36 Security and Military 1:23:20 Individuals vs Chains 1:30:36 Closing & Disclaimers

------ Resources:

Haseeb on Twitter https://twitter.com/hosseeb?s=20 Dragonfly Capital https://www.dcp.capital/ Blockchains are Cities https://medium.com/dragonfly-research/blockchains-are-cities-564327013f86 Why Decentralization Isn’t As Important As You Think https://haseebq.com/why-decentralization-isnt-as-important-as-you-think/ I’m Worried No One Will Care About Rollups https://medium.com/dragonfly-research/im-worried-nobody-will-care-about-rollups-554bc743d4f1 The ETH2 Metropolis https://newsletter.banklesshq.com/p/defi-in-the-eth2-metropolis-haseeb

----- 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: Wonderland $TIME | Crypto Price Bear Market? | Odell Beckham Jr Bitcoin | Twitter NFTs Jan 28, 2022

WRU Jan 5

4th Week of January, 2022

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

2:24 Tax Optimizooor https://twitter.com/Hedgeye/status/1485328439901052930

4:50 MARKETS 5:10 BTC Price 5:37 ETH Price 6:14 ETH BTC Ratio https://www.indexcoop.com/bed 6:52 Bear Market? https://twitter.com/RyanSAdams/status/1484926927718789122?s=20 8:33 Arthur Hayes https://blog.bitmex.com/bottomless/ 11:15 Top 10 Down https://twitter.com/RyanSAdams/status/1484966910102052864?s=20 13:22 Bearish Stocks https://twitter.com/MacroCharts/status/1484495998864920578?s=20 14:12 Prices Bounce https://twitter.com/MichaelGoodwell/status/1485719974522109955?t=CFswY5WhW_R7m2jzD7Br5g&s=19 15:22 DeFi Still Churning https://thedefiant.io/uniswap-crosses-milestone-with-greater-eth-stablecoin-volume-than-coinbase-or-binance/ 17:09 Ark Invest Report https://research.ark-invest.com/hubfs/1_Download_Files_ARK-Invest/White_Papers/ARK_BigIdeas2022.pdf?hsCtaTracking=217bbc93-a71a-4c2b-9959-0842b6fe301c%7C2653a4d0-af35-42f0-853a-c5f90f002abb

20:00 RELEASES 21:30 Twitter NFT Hexagons https://twitter.com/TwitterBlue/status/1484226494708662273 25:36 Web3 Messaging https://twitter.com/RyanSAdams/status/1486000233486209043?s=20 27:30 SOS Prediction Market https://www.sosmarket.io/ 28:08 Opera Crypto Browser https://techcrunch.com/2022/01/19/opera-launches-a-dedicated-crypto-browser/ 29:11 Robinhood Crypto Wallets https://blockworks.co/robinhood-deploys-beta-crypto-wallets-allowing-select-customers-to-transfer-off-platform/ 29:52 Zora v3 https://zine.zora.co/zora-v3 31:45 Doola DAO Services https://twitter.com/arjunmahadevan/status/1486005697175334912?s=20 32:40 PAC.xyz https://www.pac.xyz/ 34:27 Raises https://twitter.com/TrustlessState/status/1486722291870228492?s=20 37:39 Jobs https://pallet.xyz/list/bankless/jobs

1:15:00 TAKES 1:16:00 This Isn’t 2018 https://twitter.com/ryansadams/status/1485979638698491909?s=21 1:17:34 Working Hard https://www.reddit.com/r/antiwork/comments/scbw37/no_shit/ 1:20:38 The Real Metaverse https://twitter.com/haydenzadams/status/1486494690136539136?s=21 1:21:26 5 Reasons https://newsletter.banklesshq.com/p/5-reasons-to-be-excited-for-the-bear-2eb

1:26:16 What David’s Excited About https://twitter.com/TrustlessState/status/1486470697006166017?s=20 1:28:45 What Ryan’s Excited About https://chat.blockscan.com/

1:30:30 MEME of the Week https://twitter.com/LynAldenContact/status/1486431620525694983?s=20

----- Not financial or tax advice. Do your own research. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

The Curve Wars | CurveMarketCap Jan 27, 2022

The Curve Wars are the DeFi trenches. Deep in the realm of liquidity and incentives, a battle of tokenomics rages on. Many might not be clued into the mountains being moved in the Curve War, but CurveMarketCap is here to settle it all.

Will there be one automated market maker to rule them all? Does he who control the liquidity control the universe? Tune in and find out!

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 CurveMarketCap aka Gerrit Hall 9:56 What is Curve? 16:15 The Curve Wars 24:52 Governance & Rewards 32:54 Convex Finance 40:01 Bribing as a Good? 48:00 The Curve Community 53:16 Valuing Convex & veTokens 57:33 Uniswap vs Curve v2 1:06:08 PAC.xyz 1:11:13 Closing & Disclaimers

------ Resources:

CurveMarketCap https://twitter.com/CurveCap?s=20

Conway's Game of Life https://newsletter.banklesshq.com/p/ether-is-equity

Llama Airforce https://llama.airforce/#/convex/flyer

PAC: https://www.pac.xyz/

PAC Discord: https://discord.com/invite/Y95mnqewpb

----- 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

NFT Marketplace Wars | Panel Jan 26, 2022

With OpenSea hinting at a potential IPO in the future and LooksRare swooping in with a vampire sneak attack, it's clear that the war for top NFT Marketplace is starting to heat up. Who will come out on top?

Here to discuss this 4D chess match are some of the space's most influential thought leaders and returning guests: Eric Conner, Co-founder @ethhub_io, DC Investor, advisor and investor, Zeneca_33, investor and content creator, & Carly Reilly, host of Overpriced JPEGs.

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics:

0:00 - Intro 8:51 - Why humans trade JPEGs 13:31 - Non-OpenSea marketplace standouts 19:15 - What’s working/needs to be improved 26:26 - Social integration & plug-ins 31:26 - Fraud/spam prevention 38:06 - Socialization/financialization of everything 42:55 - NFTs on L2s & L1’s future 49:49 - Bullish NFT alpha 55:07 - The NFT x ETH correlation? 59:08 - Short-term vs. Long-term pumps…crash?

------ Resources:

Eric Conner's Twitter: https://twitter.com/econoar

DC Investor's Twitter: https://twitter.com/iamDCinvestor

Zeneca_33's Twitter: https://twitter.com/Zeneca_33

Carly Reilly's Twitter: https://twitter.com/carlypreilly

----- 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

Santiago Siri | Layer Zero Jan 25, 2022

Santiago Siri—or santi.eth on Twitter—is building Universal Basic Income on Ethereum through Proof of Humanity, the project he co-founded. As a community leader in the Ethereum space, Santi comes from Argentina, a country with a rich history of culture, inflation, corruption, resilience, and now… crypto.

Recently touring Argentina with Vitalik, Santi reveals fascinating anecdotes from their travels and exemplifies how Argentina is ripe for a crypto revolution. An internet native country with a catastrophic economic past, Argentina is a perfect breeding ground for crypto innovation and adoption.

Santi tells the story of Argentina from the second half of the 20th century to today’s landscape, and explains why he’s optimistic that a history of corruption and capital control can blossom into a brighter society with the growth of crypto.

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 What Santi Cares About 9:43 Growing Up in Argentina 17:30 Inflation & Cascading Events 30:50 The Argentine Culture 39:50 The Crypto Bounce 53:00 Swinging into Collectivism 1:04:38 Vitalik 1:10:20 Argentine Crypto Utility 1:18:54 Proof of Humanity & UBI 1:34:08 Why Optimistic? 1:39:24 Closing

------ Resources:

Santiago on Twitter https://twitter.com/santisiri?s=20 Proof of Humanity https://twitter.com/proofofhumanity?s=20 Democracy.Earth https://democracy.earth/

----- 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

102 - The Emerging Metaverse | Sam Englebardt & Richard Kim Jan 24, 2022

Sam Englebardt is a co-founder and partner at Galaxy Digital, and is the founding general partner of Galaxy Interactive, which invests in next-generation interactive entertainment. He is also a content producer of film and television, working in a broad range of traditional & digital businesses. Richard Kim is a general partner at Galaxy Interactive, after a stint as COO at Galaxy Digital.

These two guests are getting their hands dirty as the gaming, cultural, and technological worlds converge into the Metaverse. Trying to predict, invest, and help build this emerging phenomenon is a massive endeavor, but it’s one that we need to get right.

Exploring what the Metaverse actually is, how today’s internet compares to the digital worlds of the future, and optimizing the user experience comprise the core of this discussion—but we open it to understanding the skeptics in the space, as well game economies and tokenomics. Sam and Richard expect to see a mass exodus into the Metaverse over the next couple decades… how are you going to play the Metaverse game?

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 Sam & Richard of Galaxy 8:23 The Year of the Metaverse 13:33 The Gaming Gateway 17:09 Skeptical Pioneers 26:21 Value vs Price 29:30 Enabling, not Escape 36:27 Building Stakes that Matter 43:51 Steak and the Sizzle 47:45 Creating Meaning in the Metaverse 55:21 Social Sandboxes & Other Theses 1:02:55 Viewer Participation 1:07:54 The Power of Emergence 1:13:48 How the Thesis Changes 1:18:40 Overhyped? Top Signals? 1:27:08 Microsoft & Decentralization 1:34:02 Closing & Disclaimers

------ Resources:

Richard on Twitter https://twitter.com/galaxyRTK?s=20 Sam on Twitter https://twitter.com/samenglebardt?s=20 Galaxy Interactive’s Thesis https://www.galaxyinteractive.io/thesis Asmongold’s Rant https://youtu.be/rgg768z2GRA

Metaverse Episodes

Defining the Metaverse https://youtu.be/EqQiPseP_P8 Web3 Gaming 101 with Amy Wu https://youtu.be/x-3wNEahNl4 The Crypto Gaming Revolution with Arianna Simpson https://youtu.be/A_xsjqMcnCQ

----- 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: Microsoft Buys Activision | OlympusDAO Has Fallen | LooksRare NFT | IreneDAO Jan 21, 2022

3rd Week of January, 2022

------

📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT

https://bankless.cc/AltoIRA

------

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------

BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI

https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET

https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD

https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS

https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING

https://stark.mirror.xyz/q3OnsK7mvfGtTQ72nfoxLyEV5lfYOqUfJIoKBx7BG1I

------

Topics Covered:

0:00 Intro

4:00 MARKETS

4:37 BTC Price

5:40 ETH Price

7:37 Ratios, DeFi, BED

8:35 Year in ETH

12:30 USDC vs Tether

13:53 Uniswap vs Curve

https://twitter.com/RyanWatkins_/status/1483640421502885888

15:28 Olympus Has Fallen

https://www.theblockcrypto.com/post/130597/olympusdaos-slide-continues-ohm-down-90-from-all-time-high

24:00 LooksRare

https://newsletter.banklesshq.com/p/looks-rare

27:25 OpenSea Volume

https://twitter.com/mattmedved/status/1482873703243390981?s=21

30:30 OpenSea & Dharma

https://twitter.com/Dharma_HQ/status/1483484717294964741?s=20

34:30 RELEASES

36:00 Polygon EIP-1559

https://twitter.com/0xPolygon/status/1483108516122570753?s=20

38:48 Polymarket Airdrop Futures

https://twitter.com/PolymarketHQ/status/1481710612317184007?s=20

41:11 Fendi x Ledger

https://twitter.com/fendi/status/1482426260676567041?s=21

43:00 CryptoStats

https://medium.com/crypto-stats/announcing-cryptostats-community-owned-data-metrics-ee47fee3c94d

44:05 Coinbase Permissionless

https://twitter.com/DeItaone/status/1484165697756356612?s=20

45:12 Raises

a16z: https://www.theblockcrypto.com/linked/130954/andreessen-horowitz-plans-to-raise-4-5-billion-for-new-crypto-funds

FTX: https://blockworks.co/ftx-launches-2b-venture-fund

Mechanism Gaming: https://blockworks.co/mechanism-capital-launches-100m-fund-focused-on-p2e-gaming/

POAP: https://medium.com/poap/poap-inc-raises-10m-to-accelerate-human-development-a2e36783258d

49:20 Jobs

https://thedefiant.io/airdrop-eth-fee/

50:00 NEWS

50:20 Fees.wtf… WTF?

52:44 Tether Blacklisting

https://twitter.com/CoinDesk/status/1481717424118448132

54:44 ETH 2 Client Diversity

https://twitter.com/sproulM_/status/1481109509544513539?s=20

59:20 Layer 2

Arbitrum: https://twitter.com/dmihal/status/1483767477452648455

Optimism: https://twitter.com/optimismpbc/status/1483510492077477889?s=21

Hop: https://twitter.com/HopProtocol/status/1483107395043840001?s=20

1:02:35 Instagram & Facebook NFTs

https://techcrunch.com/2022/01/20/facebook-and-instagram-may-help-you-create-and-sell-nfts

1:04:05 IreneDAO

https://opensea.io/collection/irenedao

1:06:00 China NFTs

https://twitter.com/Carnage4Life/status/1481604778077548544

1:07:34 GAP NFTs

https://blockworks.co/gap-releases-first-line-of-nfts-on-tezos-blockchain/

1:07:49 Walmart Metaverse

https://www.cnbc.com/2022/01/16/walmart-is-quietly-preparing-to-enter-the-metaverse.html

1:08:16 Microsoft Buys Activision

https://www.bloomberg.com/news/articles/2022-01-18/microsoft-to-buy-activision-blizzard-in-69-billion-gaming-deal

Take: https://twitter.com/TrustlessState/status/1483978042611437569?s=20

1:09:52 Coinbase x Mastercard

https://www.theblockcrypto.com/linked/130596/coinbase-mastercard-partnership-nft-cards

1:10:38 Bud Light x Nouns

https://mobile.twitter.com/punk4156/status/1483913013900062721

1:12:42 Serena Williams SoRare

https://twitter.com/Sorare/status/1484165886223298565

1:13:38 Solana NFT Volume

https://www.theblockcrypto.com/linked/130874/solana-nft-total-sales-volume-crosses-1-billion

1:14:01 Block Mining & Lightning

https://twitter.com/blockworks_/status/1481748064557846537?s=21

https://twitter.com/Kr00ney/status/1483449320984694785?s=20

1:15:02 Crypto.com Breach

https://www.theblockcrypto.com/post/130576/crypto-com-allegedly-suffers-15-million-breach-in-latest-exchange-heist?utm_source=feedly&utm_medium=rss

1:18:00 TAKES

1:19:30 Property vs Utility

https://twitter.com/jackbutcher/status/1482190266643750912?s=20

1:21:19 NFT Froth

https://twitter.com/stevefink/status/1483494468368187404?s=20

1:22:58 State of DeFi

https://twitter.com/The3D_/status/1484079429391425538?s=20

1:26:32 SEC vs Ethereum

https://twitter.com/RyanSAdams/status/1482358486126186499?s=20

1:28:55 What David’s Excited About

https://twitter.com/TrustlessState/status/1484189933749211139?s=20

1:31:44 What Ryan’s Excited About

https://twitter.com/RyanSAdams/status/1484180531281641473?s=20

1:34:05 MEME(s) OF THE WEEK

https://twitter.com/HopMemes_/status/1483499433274720258?s=20

-----

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

Inflation, The Fed, & Macro Markets | Jim Bianco Jan 19, 2022

The Fed has made a big pivot in 2022, but what does that mean for markets? How aggressive does the Fed need to be to fight inflation?

With the shift from Quantitative Easing to Quantitative Tightening, how are risk-on assets treated differently from risk-off assets? What's going on with the bond market?

Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, we ask him all these questions in order to know... is the world collapsing?

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6::00 Jim Bianco's Back! 9:17 The Bond Market Got Killed 14:50 Inflation is a Problem 18:53 The Fed's Perspective 27:02 Signaling and Fedspeak 30:04 Transitory vs Reality 34:50 Rock and a Hard Place 43:08 What Should You Pay Attention To? 48:00 Crypto & Expecations 53:20 Deflation? 57:56 Positioning the Portfolio 1:00:11 A Centralized Metaverse 1:07:25 Closing & Disclaimers

------ Resources:

Jim on Twitter: https://twitter.com/biancoresearch?s=20

Bianco Research: https://www.biancoresearch.com/free-trial/?source=TWTR

Bond Market Thread: https://twitter.com/biancoresearch/status/1480245516009152513?s=20

----- 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 Song-A-Day Man | Jonathan Mann (Layer Zero) Jan 18, 2022

Jonathan Mann writes and publishes a song every single day. He's done this without missing a day since January 1st, 2009, and holds the Guinness World Record for most consecutive days writing a song.

His inspiration, passion, consistency, and all-around charm really comes through as he explores his journey in both music and crypto. Infatuated with the ideas and methodology behind CryptoPunks, he's launched his own NFT project for his daily songs with an accompanying DAO - SongADAO.

Creation, labor, value, and scarcity blend together in Jonathan's world. He exemplifies Layer 0 brilliantly -- a mortal human behind lines of code, expressed through music and commitment. When you stretch art this far, cool things emerge. Tune in to find out what they are!

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:00 Finding Crypto 8:33 Writing a Song a Day 16:14 Inspiration & Emotion 20:46 Creations & Crypto 24:16 Storytelling 28:20 One Thing a DAO 31:03 Because We Die 36:14 The Value of Scarcity 44:17 Product Market Fit 47:38 Proof of Work 55:20 The Song a Day NFT Project 1:00:53 SongADAO 1:04:36 Governance for Creators 1:10:29 Impacting Creativity 1:14:46 Community & Get Involved

------ Resources:

Jonathan on Twitter: https://twitter.com/songadaymann?s=20

SongADAO: https://songaday.world/songadao/

Fuckin Trolls: https://fuckintrolls.lol/

Songs Hat: https://cottonbureau.com/products/songs-hat#/12607532/dad-hat-unisex-yupoong-dad-hat-black-100percent-cotton-one-size-fits-all

Jonathan's Website: https://www.jonathanmann.net/

----- 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

101 - The Ownership Economy | Li Jin Jan 17, 2022

Li Jin is a co-founder and general partner at Variant, a crypto fund investing in Web3 and what Li calls the Ownership Economy. Li is full of massive ideas about the past, present, and future of digital economies.

The core thesis? Next-generation networks grow faster and bigger. The phase we're seeing emerge now with Web3 and crypto is deeply fascinating, with potential to shift power and ownership into the hands of users and creators.

In this new paradigm, everyone is a creator, and everyone is an owner. In addition to her work at Variant, Li is also a painter and an accomplished writer on Substack. After her appearance on the Creator Economy Panel, we knew she had to come back on Bankless to dive deep—this time, into the Ownership Economy.

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-the-ownership-economy-li

------ 📣 ALTO IRA | THE CRYPTO RETIREMENT ACCOUNT https://bankless.cc/AltoIRA

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

👀 POLYGON | LAYER 2 DEFI https://bankless.cc/Polygon

❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across

🦊 METAMASK | THE CRYPTO WALLET https://bankless.cc/metamask

💳 LEDGER | THE CRYPTO LIFE CARD https://bankless.cc/Ledger

🧙‍♂️ ALCHEMIX | SELF REPAYING LOANS https://bankless.cc/Alchemix

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:30 Creator vs Ownership Economy 12:58 Phases of Economies 17:34 The Web3 Renaissance 21:53 Issues with the Early Internet 27:11 Original Sin 35:11 From Attention to Ownership 38:48 Digital Scarcity 47:41 Patronage Plus vs Regulation 52:59 100 True Fans 1:01:17 Programmable Business Models 1:09:17 DAOs & Community Ownership 1:14:48 Comparing Renaissances 1:21:36 Wealth Inequality 1:29:58 What YOU Can Do 1:35:23 What ELSE You Can Do 1:38:54 2022 Predictions 1:42:35 Closing & Disclaimers

------ Resources:

Li on Twitter: https://twitter.com/ljin18?s=20

Li's Newsletter: https://li.substack.com/

The Web3 Renaissance: https://li.substack.com/p/the-web3-renaissance-a-golden-age

100 True Fans: https://li-jin.co/2020/02/19/100-true-fans/

The Creator Economy: https://shows.banklesshq.com/p/-panel-the-creator-economy-jesse

Tweets Mentioned: https://twitter.com/ljin18/status/1434964132042846208 https://twitter.com/ljin18/status/1422928459425271811 https://twitter.com/ljin18/status/1404650885788098562

----- 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: LooksRare Airdrop | Fees.WTF | Inflation | PayPal Stablecoin | Top Shots Ban Jan 14, 2022

Second Week of 2022

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered: 0:00 Intro 3:10 MARKETS 3:27 BTC Price 4:30 ETH Price 7:15 ETH BTC Ratio 8:15 Burning ETH- Burners - Visualized

14:56 Merge https://twitter.com/RyanSAdams/status/1481280658135728129?s=20

The Great L2 Migration | Cross-Chain L2 Panel Jan 13, 2022

We think 2022 is going to be a huge year for Layer 2 scaling solutions. Cross-Chain protocols will be a crucial infrastructure for the great migration to L2s, allowing users to bridge assets across platforms.

Composability and user experience is the glue of modular blockchains, which optimize for decentralization, scaling, and cost. The projects and representatives each present cryptographic solutions for building a web of liquidity across the many suburbs of DeFi, where average users will live and engage.

GUESTS:

Ben Jones - Optimism https://twitter.com/ben_chain?s=20

Hart Lambur - UMA https://twitter.com/hal2001?s=20

Arjun Bhuptani - Connext https://twitter.com/arjunbhuptani?s=20

Chris Whinfrey - Hop Protocol https://twitter.com/WhinfreyChris?s=20

Vaibhav Chellani - MOVR https://twitter.com/vaibhavchellani?s=20

------ ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

----- 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

Aarika Rhodes vs Brad Sherman: Getting Crypto into Congress CA-32 Jan 12, 2022

Aarika Rhodes is running for Congress! Running against incumbent Brad Sherman, who is notoriously misinformed and anti-crypto, Aarika seeks to bring a more crypto-friendly approach to CA-32, representing much of the San Fernando Valley in Southern California.

A schoolteacher by profession, Aarika seems to be breathing fresh air into the stale political landscape. Here's her policy on crypto:

"Aarika believes in the right of every individual to manage their own finances and investments as they see fit. In Congress, Aarika will oppose any attempts to ban this emerging technology. Aarika is also a strong advocate for making sure financial literacy is taught in schools and for people being aware of the environmental impact of their investments."

Learn more about Aarika: https://www.aarikaforcongress.com/

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 6:30 Aarika Rhodes 11:33 Why Get Involved? 16:42 Anti-Crypto Policies 21:09 California's 32nd District 25:17 How America Can Win Crypto 30:00 The Youth & Environment 34:15 Web3 vs Banking 38:11 Financial Literacy 42:31 The Campaign 46:09 Proactive in the Community 47:58 The Single-Issue Voter 50:29 Closing & Disclaimers

------ Resources:

Aarika on Twitter: https://twitter.com/AarikaRhodes?s=20

Aarika's Tweet: https://twitter.com/AarikaRhodes/status/1468647038925500418?s=20

Get Involved: https://www.aarikaforcongress.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

Udi Wertheimer | Layer Zero Jan 11, 2022

Udi Wertheimer is a notorious persona on crypto twitter and is endlessly difficult to pin down. At the very least, Udi is an interesting and unique character, describing himself as a cynical optimist with a tendency to antagonize and troll.

Udi is also insightful and pragmatic, constantly making connections and critiques of the space with a sharp eye and a relentless desire to call things out when he disagrees. He blurs a lot of lines, and you always have to be on your toes when Udi’s around.

There’s value in having members in the community who never give the benefit of the doubt and act as a philosophical razor for the space. Udi is full of takes, and this conversation twists and turns through the entirety of crypto—trading, culture, communities, memes, the metaverse, and beyond.

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 3:30 Udi, a Meme Tactition 9:08 Trading Ponzis 15:58 Not Changing the World 22:22 Optimism, Memes, Community 30:20 Winners & Decentralization 38:33 Composability & User Experience 42:14 SBF and Competition 49:10 Culture & Meme Communities 55:30 Bitcoin Twitter vs Bitcoin Reality 1:01:00 Pricing Values 1:06:30 Critique of Ethereum & Bankless 1:14:53 2022, Metaverse, Resolutions 1:22:19 Closing & Disclaimers

------ Resources:

Udi on Twitter: https://twitter.com/udiWertheimer?s=20

----- 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

100 - How to Survive in Crypto | Cobie Jan 10, 2022

🎉 Happy 100th Episode 🎉

Cobie, fka Crypto Cobain, is a cultural staple in the crypto space. Wearing many hats as a narrative investor, thought leader, and memelord, we dive into the brain of one of our favorite crypto characters.

Having been in crypto for nearly a decade, Cobie tells us his keys to surviving in crypto and what it takes to last long term. We also dive into how much decentralization matters, roles and responsibilities in shaping the world around us, and his outlook for 2022 and beyond.

Cobie advises a healthy dose of skepticism and curiosity, and describes himself as a reality maximalist. He’s gone on an absolute tear recently, dropping a series of excellent thought piece articles that establish mental models for understanding narratives across the ecosystem.

We also go through moral alignment charts and ask Cobie the big question… What does he think of Bankless?

------ ✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode https://shows.banklesshq.com/p/debrief-cobie

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:30 How Cobie Survives in Crypto 13:41 Early Discoveries 21:22 Reality Maximalism 32:38 Responsibility & Roles 43:39 Tribes, Decentralization, Utility 53:10 Profit Maximalism 1:01:31 Staking & Incentives 1:10:42 Wins and Losses 1:19:20 Crypto Brain & Culture 1:28:45 Wealth & Purpose 1:36:18 Chaotic Good & UpOnly 1:39:58 Judging Others 1:54:00 Bullish or Bearish in 2022 2:00:42 Closing & Disclaimers

------ Resources:

Cobie on Twitter https://twitter.com/cobie?s=20 UpOnly https://uponly.tv/ Cobie’s Newsletter https://cobie.substack.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

ROLLUP: Eminem's Bored Ape | Why Crypto Prices Are Down | OpenSea Freezes Stolen NFTs Jan 07, 2022

First Week of 2022

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

EF Research Team AMA https://www.reddit.com/r/ethereum/comments/rwojtk/ama_we_are_the_efs_research_team_pt_7_07_january/

5:15 MARKETS 5:34 BTC Price 6:20 ETH Price 6:43 ETH BTC Ratio 7:26 Why Down? https://www.coindesk.com/markets/2022/01/05/bitcoin-falls-to-1-month-low-as-fed-minutes-reveal-talks-to-shrink-balance-sheet/ 10:50 MetaMask MAU https://twitter.com/ljin18/status/1478122393084305410?s=21 12:36 Electric Capital Dev Report https://twitter.com/avichal/status/1478776674648944641 18:07 NFT Markets https://decrypt.co/89653/ethereum-nft-market-soars-first-days-2022-opensea-3b https://metaversal.banklesshq.com/p/state-of-the-nfts https://twitter.com/masonnystrom/status/1472671834239766528?s=20

26:00 RELEASES 27:45 Zapper NFT Notifications https://twitter.com/sebaudet26/status/1477695744245219329?s=21 29:03 Aave Mobile Wallet https://twitter.com/stanikulechov/status/1477067176733335556?s=21 29:52 BitGo Index Coop https://twitter.com/bitgo/status/1478750888059715592?s=21 30:42 Multidimensional EIP 1559 https://twitter.com/VitalikButerin/status/1478798036667150346?s=20 33:47 OpenSea Raise https://www.coindesk.com/business/2022/01/05/nft-marketplace-opensea-valued-at-133b-in-300m-funding-round-report/ Dharma Rumor? https://www.axios.com/opensea-nft-dharma-acquire-f6df00d5-1cc0-463a-95fd-2f5039947ed8.html 36:30 Jobs https://pallet.xyz/list/bankless/jobs

37:30 NEWS 37:47 Vitalik Podcast https://cointelegraph.com/news/we-are-50-of-the-way-there-says-vitalik-on-ethereum-s-development 40:02 Aave Arc https://www.coindesk.com/business/2022/01/05/fireblocks-whitelists-30-trading-firms-for-aaves-institutional-defi-debut/ 44:03 Aave on StarkNet https://governance.aave.com/t/arc-deploying-aave-on-starknet/6726 45:05 Game Overwhelms Polygon https://thedefiant.io/sunflower-game-causes-polygon-fee-spike/ 46:45 Solana Performance https://polynya.medium.com/transaction-quality-trilemma-4af36704590b Dan’s Take: https://twitter.com/delitzer/status/1479140747353870337?s=20 52:20 Buying Stolen NFTs https://twitter.com/marcograssi_/status/1478872167328751618?s=21 57:29 Freezing Bored Apes https://cointelegraph.com/news/opensea-freezes-2-2m-of-stolen-bored-apes 59:35 Fake Bored Apes https://www.theverge.com/2021/12/30/22860010/bored-ape-yacht-club-payc-phayc-copycat-nft 1:02:12 Eminem https://twitter.com/Eminem 1:03:23 Samsung NFTVs https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=11853b4ecf&e=ba752c823c Metaverse: https://www.theblockcrypto.com/post/129380/samsung-metaverse-flagship-837-store-decentraland 1:05:30 BTC Environmental Oversight https://www.theblockcrypto.com/linked/129336/congress-is-preparing-an-oversight-hearing-on-bitcoin-minings-environmental-impact-sources 1:09:20 Kazakhstan Internet https://www.theblockcrypto.com/post/129312/bitcoin-mining-pool-hashrates-fall-amid-kazakhstan-internet-shutdown 1:12:04 CFTC Fines Polymarket https://www.coindesk.com/policy/2022/01/04/polymarkets-cftc-fine-hints-at-defi-regulation-roadmap/?outputType=amp 1:15:52 Tether Freezes a Million https://www.theblockcrypto.com/post/129133/tether-freezes-over-1-million-usdt-single-address 1:16:32 China’s Digital Yuan Wallet https://www.theblockcrypto.com/linked/129081/chinas-digital-yuan-wallet-goes-live-on-app-stores-in-pilot-mode

1:19:00 TAKES 1:20:00 Protocol Mafias https://twitter.com/jai_bhavnani/status/1477515100940500992?s=20 1:22:20 Lawyer Fees https://twitter.com/balajis/status/1478425001900457985?s=20 1:25:16 Goldfish Market https://twitter.com/CatfishFishy/status/1478384991491047428?s=20 1:28:01 Degens & Boomers https://twitter.com/sassal0x/status/1478702153271169024?s=20 1:31:32 Greed Ruins Games https://www.reddit.com/r/CryptoCurrency/comments/rwlo57/nfts_wont_ruin_computer_games_greedy_game/ 1:32:09 Bull Supply Bear Demand https://twitter.com/AltcoinPsycho/status/1478643223027273730

1:32:57 What David’s Excited About 1:33:54 What Ryan’s Excited About

1:36:30 MEME of the Week https://twitter.com/TrustlessState/status/1478096910871191554?s=20

----- Not financial or tax advice. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

TribeDAO - The Biggest Protocol Merge Ever Jan 05, 2022

In the latter half of 2021, Jai Bhavnani of Rari Capital and Joey Santoro of FEI Protocol went to each other's governance forums and proposed the FEI RARI token merge: the biggest protocol merger that we've ever seen in the space.

The concept garnered high engagement and a ton of community response, and the formal votes received overwhelming support on both sides. This unprecedented merge is a historical moment for DAOs. The verticalization of DeFi is happening with new 'mafias' emerging in several corners of DeFi. Uniting capital efficiency, values, and communities, we are right alongside Jai with his excitement to see how this all plays out.

With new conversations of anti-trust and competition, it's clear that the DAO space is continuing to mature. Integrated DeFi stacks are increasingly exciting, and in this episode, we dive into the details with two pioneers of interDAO relationships.

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:50 The TribeDAO Merger 10:48 Rari Capital & FEI 13:37 FEI & Rari Capital 17:14 Liquidity Engines 24:36 Turbo Verticalization 29:12 Aligning Incentives 32:08 The God Theory of DAOs 35:19 RGT & Operations 40:53 The Broader DAO Space 46:36 Anti-Trust in Crypto 52:36 TribeDAO Roadmap 56:42 Closing & Disclaimers

------ Resources:

Jai on Twitter: https://twitter.com/jai_bhavnani?s=20

Joey on Twitter: https://twitter.com/joey__santoro?s=20

FEI: https://twitter.com/feiprotocol?s=20

Rari: https://twitter.com/RariCapital?s=20

Jai's Forum Post: https://tribe.fei.money/t/fip-51-fei-rari-token-merge/3642

Joey's Forum Post: https://forums.rari.capital/d/177-feirari-token-merge

Swap RGT for TRIBE: https://feirari-swap-interface.vercel.app/

----- 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

Cooper Turley | Layer Zero Jan 04, 2022

Cooper Turley is all in, all the time. He’s been that way since he was a kid. In the crypto space, it truly seems like he’s everywhere at once. He knows everyone and has his hands in nearly every relevant project.

However, none of this happened by chance. Cooper is a champion of the grinder mindset, and it echoes through everything he touches. His approach to his career, relationships, and self-improvement buzzes with a productive energy to build and bring value to all that he does. We all have something to learn from Cooper Turley.

As crypto continues to mature, it’s clear that big things are lined up for Cooper. We can’t wait to see what he comes up with next.

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

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🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:39 Cooper Turley & Runescpe 9:22 Grinding & Sports

13:18 Video Starts

15:19 College & Music 18:36 Mindfulness & Schedule 25:38 Crypto in 2017 33:26 Bear Market Building 40:59 Working on Everything 45:31 🔥_🔥 51:08 Hollywood Cooper IRL 57:48 Bull Market Behavior 1:00:49 Intersecting Crypto & Culture 1:05:14 A Horizontal Approach 1:12:01 On the Road 1:16:21 Closing & Disclaimers

------ Resources:

Cooper on Twitter: https://twitter.com/Cooopahtroopa?s=20

----- 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

99 - Endgame | Vitalik Buterin Jan 03, 2022

Ethereum founder Vitalik Buterin returns to the podcast to discuss his recent article Endgame, as well as the massive year we observed in 2021. From the future of Ethereum to the rise of alternative Layer 1 platforms, it only makes sense to kick off 2022 by exploring how far we’ve come and figuring out where we’re headed.

How far are we along on Ethereum’s roadmap? What challenges lie ahead?

In a recent tweet, Vitalik posted a graphic of the updated progress of the Ethereum roadmap, and there are five throughlines that are progressing in parallel:

• The Merge • The Surge • The Verge • The Purge • The Splurge

We dive into what each of these means, as well as discuss what Ethereum will look like as these milestones are met. Holding this up against conversations of maximalism and alternative L1s, now is the time to start asking the big questions.

✨ WATCH THE DEBRIEF ✨ https://youtu.be/v__0GOC-XYE

------ 📣 ONJUNO | Crypto from your Checking Account! https://bankless.cc/OnJuno

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | SMART ORDER ROUTING https://bankless.cc/Matcha

🚀 SLINGSHOT | LAYER 2 SOCIAL TRADING https://bankless.cc/Slingshot

🏦 GEMINI | TURN FIAT INTO CRYPTO https://bankless.cc/Gemini

🦁 BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro

4:09 Debrief

7:27 Vitalik Returns after 2021 11:40 2021 Ethereum Milestones 16:33 Roadmap Progress

19:35 The Merge (Proof of Stake)

24:20 The Surge (Rollups & Sharding) 32:59 Life after Sharding

42:40 The Verge (Verkle Trees)

49:35 The Purge (History Expiry) 57:03 State Expiry & Snake 1:03:40 Snakes & States

1:08:20 The Splurge (Everything Else)

1:15:20 What Makes Vitalik Happy

1:20:17 Rise of Alt Layer 1s 1:26:03 Gas Costs & Decentralization

1:29:11 Maximalism

1:34:03 Endgame 1:40:16 Alt L1s and Rollups 1:44:02 Multi-Rollup World 1:49:21 The Ground Floor

1:53:56 Solving the World’s Problems

1:58:33 Closing & Disclaimers

------ Resources:

VITALIK'S ARTICLES Endgame https://vitalik.ca/general/2021/12/06/endgame.html The Limits to Blockchain Scalability https://vitalik.ca/general/2021/05/23/scaling.html Verkle Trees https://vitalik.ca/general/2021/06/18/verkle.html Pragmatic Destruction of Self-Destruct https://hackmd.io/@vbuterin/selfdestruct Crypto Cities https://vitalik.ca/general/2021/10/31/cities.html Legitimacy https://vitalik.ca/general/2021/03/23/legitimacy.html Moving beyond coin voting governance https://vitalik.ca/general/2021/08/16/voting3.html

VITALIK ON BANKLESS Legitimacy https://shows.banklesshq.com/p/-legitimacy-vitalik-buterin Beyond Coin Voting https://shows.banklesshq.com/p/beyond-coin-voting-vitalik-buterin Vitalik Speaks (Playlist) https://youtube.com/playlist?list=PLmkdAgtxf3agqnA5IieA7OkKBjlhx9mn-

MISC. Roadmap Tweet https://twitter.com/VitalikButerin/status/1466411377107558402?s=20 Merge Testnet https://kintsugi.themerge.dev/ ETH TPS https://ethtps.info/

----- 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: Jack Dorsey vs Web3 | Apes Flippening Punks | Weeknd NFTs | SOS & GasDAO Airdrop | FEI RARI Dec 31, 2021

Last Week of 2021

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro

2:20 MARKETS 2:35 BTC Price 3:05 ETH Price 5:24 ETH/BTC Ratio 5:47 BED Index https://www.indexcoop.com/bed 6:06 Dex Volume https://www.theblockcrypto.com/linked/128500/decentralized-exchanges-saw-over-1-trillion-in-trading-volume-this-year 7:45 YFI Tokenomics https://thedefiant.io/yearn-tokenomics-change/

11:00 RELEASES & RAISES 12:30 Shopify NFTs https://www.shopify.com/nft 14:29 Opera Polygon https://twitter.com/opera/status/1473654561059446784?s=21 16:23 Clarity DAO Tool https://twitter.com/clarityteams/status/1471913111309504512?s=21 17:27 Parachains on Polkadot https://www.theblockcrypto.com/linked/128026/parachains-officially-launch-on-polkadot-network 18:30 BitMEX Token https://www.coindesk.com/markets/2021/12/21/bitmex-announces-bmex-tokens-to-revive-retail-interest/ 20:20 Hashflow HFT Token https://twitter.com/hashflownetwork/status/1473463052951760899?s=20 20:59 Huobi on Arbitrum https://twitter.com/HuobiGlobal/status/1476045335357132801 21:54 Alexis Ohanian & Polygon https://twitter.com/VentureBeat/status/1471857751223582728?s=20 23:35 Figment https://www.coindesk.com/business/2021/12/20/figment-reaches-unicorn-status-with-110m-series-c/ 25:25 B.Protocol https://www.coindesk.com/business/2021/12/22/bprotocol-raises-22m-to-backstop-defi-liquidations/ 27:25 Jobs https://pallet.xyz/list/bankless/jobs

NEWS 28:59 Airdrop Szn SOS: https://www.coindesk.com/business/2021/12/28/opendaos-sos-token-hits-250m-market-cap-despite-unclear-goals-security-risks/ GIV: https://giv.giveth.io/ GasDAO: https://mirror.xyz/gasdao.eth/AwZGIpiVuIOkcwUaKqn4ZdcI4MetmYmvVdnuZsNZlaQ 32:06 Merge Testnet https://blog.ethereum.org/2021/12/20/kintsugi-merge-testnet/ 32:53 Polygon Bug https://www.theblockcrypto.com/post/128784/polygon-critical-bug-24-billion-matic-tokens-at-risk-hard-fork 34:41 FEI RARI Merge https://www.coindesk.com/tech/2021/12/21/rari-capital-fei-protocol-token-holders-approve-multibillion-dollar-defi-merger/ 36:24 Mastercard & Consensys https://www.coindesk.com/business/2021/12/16/consensys-collaborates-with-mastercard-on-new-ethereum-scaling-solution/ 37:32 RadioShack https://decrypt.co/88712/yes-radioshack-pivoted-defi 39:17 BlockbusterDAO https://www.theblockcrypto.com/linked/128564/a-dao-wants-to-buy-blockbuster-and-turn-it-into-a-decentralized-film-streaming-service 39:49 Jeopardy https://twitter.com/davidesilverman/status/1475989132598026240?s=21 40:50 .eth Leaderboard https://twitter.com/ethleaderboard/status/1476647213044416512 41:58 Apes Flip Punks https://www.theblockcrypto.com/post/128338/bored-ape-yacht-club-nft-flip-cryptopunks-floor-price 44:32 Adidas NFTs https://www.theverge.com/2021/12/17/22843104/adidas-nfts-metaverse-sold-bored-ape 45:33 Weeknd NFTs https://decrypt.co/88839/the-weeknd-releases-ethereum-nfts-via-tom-bradys-autograph-platform 46:02 Meta Web3 Compatibility https://decrypt.co/89153/meta-targeting-deep-compatibility-blockchain-web-3-incoming-cto 47:42 Jack vs Web3 https://twitter.com/jack/status/1473139010197508098?s=20 55:12 Ray Dalio https://blockworks.co/ray-dalio-crypto-should-be-part-of-a-diversified-portfolio 57:00 Kraken Acquires Staked https://www.theblockcrypto.com/linked/128294/crypto-exchange-kraken-acquires-staking-startup-staked 1:00:11 Web3 Candidates https://blockworks.co/a16z-poll-voters-will-prefer-candidate-that-supports-web3/

1:02:30 TAKES 1:03:30 Decentralization is Insurance https://twitter.com/hughkarp/status/1471446570382118916?s=21 1:07:03 Hacks vs Banks https://twitter.com/lay2000lbs/status/1472691654121426966?s=21 1:07:59 BTC vs ETH https://twitter.com/stakeborg/status/1474327539657342976?s=21 1:09:53 Risk is Relative https://twitter.com/danielgothits/status/1474904081072209920?s=21

1:13:10 What David’s Excited* About 1:15:32 What Ryan’s Excited About

1:17:02 MEME of the Week https://twitter.com/BanklessHQ/status/1474270619189473280?s=20

1:17:28 Closing & Disclaimers

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

98 - 5 Things We Got Right Dec 27, 2021

Breaking down our recent '5 Things We Got Right' article, in this episode we tackle this year in crypto from a high level. We cover the predictions we made, what we planned to look out for, and then we dive into how it all played out.

There were some things we got right—and some things that surprised us—but perhaps most of all, we learned a ton.

Come reflect with us on all the lessons from 2021 that we can arm ourselves with as we head into 2022. Will it be another bullish year?

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered

0:00 Intro 4:00 Reflections on 2021 8:43 Reviewing our Predictions

5 Things We Got Right 17:53 Multi-Trillion Dollar Asset Class 23:14 ETH Strong Against BTC 27:20 ETH is Money 31:40 It’s Raining Airdrops 33:03 DeFi Usage

5 Things that Surprised Us 34:10 NFTs Exploding 38:45 Axie Infinity 41:47 Web3 45:15 DeFi Lagging 49:00 Alt-L1 Tokens

5 New Mental Models 55:17 Cryptography 58:17 Legitimacy 1:01:56 Ultra Sound Money 1:05:38 Modular vs Monolithic 1:09:54 Crypto Renaissance

1:14:50 5 Bets for 2022 1:17:31 Bullish Blockspace 1:21:34 Next Gen DeFi 1:24:33 DAOs 1:27:00 Crypto Gaming 1:29:16 Decentralized Identity

1:33:30 Is 2022 A Bullish Year?

1:39:18 Closing & Disclaimers

----- Resources:

5 Things We Got Right https://newsletter.banklesshq.com/p/5-things-we-got-right Ultra Sound Money https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake Ultimate Guide to Airdrops https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops The Crypto Renaissance https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal Ultra Scalable Ethereum https://newsletter.banklesshq.com/p/ultra-scalable-ethereum 5 Mental Models for Web3 https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris

----- 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

2021 ROLLUP: Top 20 Crypto Moments in 2021 Dec 23, 2021

As the year comes to a close, it's time to ask ourselves: What are the Hottest Stories of 2021?

This has been an unquestionably historic year for Web3, and massive events happened both in and outside of the space. From NFTs to the Infrastructure Bill, we narrowed down this year into 20 overarching themes and narratives.

What will take the #1 spot? Spoiler: it's not Ryan's Tiny Turtle.

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix ------

Topics Covered:

0:00 Intro 6:30 20 | New All Time Highs 8:33 19 | GME & Memestonks https://markets.businessinsider.com/news/stocks/gamestop-stock-short-seller-squeeze-losses-reddit-traders-citron-gme-2021-1 11:17 18 | Michael Saylor & Tesla https://www.virginiabusiness.com/article/microstrategy-buys-414m-more-bitcoin-in-q4/ https://www.cnbc.com/2021/02/08/tesla-buys-1point5-billion-in-bitcoin.html 12:58 17 | Rise of Layer 2s https://l2beat.com/ 14:54 16 | DeFi over CeFi https://twitter.com/haydenzadams/status/1361356927226310668?s=20 https://twitter.com/AntonioMJuliano/status/1442234625120608256?s=20 17:03 15 | China Ban https://youtu.be/Cz14dpWxgKk 20:12 14 | El Salvador https://www.npr.org/2021/09/07/1034838909/bitcoin-el-salvador-legal-tender-official-currency-cryptocurrency 22:25 13 | Beeple $69M Sale https://www.businessinsider.com/art-auction-nft-beeple-top-selling-most-expensive-sale-millions-2021-3 25:01 12 | Punks, Apes, and PFPs https://www.theblockcrypto.com/post/116715/collection-of-bored-ape-nfts-break-sothebys-estimates-with-3-days-to-go https://www.sothebys.com/en/digital-catalogues/sealed-cryptopunks-five-punks-on-paper 29:28 11 | Axie Infinity https://twitter.com/Psycheout86/status/1423719170315800581?s=20 32:00 10 | OpenSea Sales Volume https://beincrypto.com/opensea-crosses-10-billion-in-all-time-sales-volumes/ 36:50 9 | Coinbase IPO https://www.theblockcrypto.com/linked/100235/coinbase-direct-listing-april-nasdaq 40:15 8 | Gary Gensler https://www.theblockcrypto.com/linked/101595/us-senate-confirms-gary-gensler-as-joe-bidens-sec-commissioner 44:25 7 | Constitution DAO https://www.theverge.com/22820563/constitution-meme-47-million-crypto-crowdfunding-blockchain-ethereum-constitution 47:20 6 | EIP-1559 https://blockworks.co/eip-1559-is-live-thanks-to-ethereums-london-hard-fork/ 50:20 5 | Ultra Sound Money https://ultrasound.money/ 53:50 4 | Gas Fees https://twitter.com/drakefjustin/status/1392556085941350400?s=20 57:03 3 | Alt Layer 1s https://defillama.com/chains 1:00:12 2 | Infrastructure Bill https://www.theblockcrypto.com/linked/112877/white-house-says-crypto-tax-enforcement-will-help-pay-for-bipartisan-infrastructure-deal https://twitter.com/jchervinsky/status/1421150344051048451 1:04:45 1 | Inflation https://twitter.com/LynAldenContact/status/1414948397233082372?s=20 https://twitter.com/biancoresearch/status/1469722686939140101?s=20 1:09:40 Honorable Mentions 1:14:20 Closing & Disclaimers

----- 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

97 - The Bull Case For ETH III | Anthony Sassano, DC Investor, Cyrus Younessi Dec 20, 2021

Anthony Sassano, DC Investor, and Cyrus Younessi return to Bankless to complete the Bull Case for Ethereum Trilogy. Comparing this episode with the previous two Bull Cases, we can see what has held up so far and what we have to look forward to in 2022.

Spoiler: these guys have gotten a lot of things right.

Covering topics like the meteoric rise of NFTs, the BTC Flippening, and Ethereum Maximalism, there remains much to be incredibly excited about as we close out a historic 2021. While macro conditions remain uncertain, the conditions of the crypto markets and ecosystems are perhaps surprisingly more digestible.

With the Proof-of-Stake merge on the way and the modular blockchain thesis taking shape, the inevitable conclusion is that ETH is destined to go up.

What’s 2022 going to look like? No one knows for sure, but this episode left us feeling incredibly bullish.

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix ------

Topics Covered:

0:00 Intro 5:45 Recapping the Prequels 10:21 Crypto in 2021 17:09 Narratives and Scaling 23:21 The Cultural Asset Layer 27:57 Core Value Pillars 35:34 Do the People Know? 40:24 PoS and Monetary Policy 46:45 Bullish APY 52:52 The Merge and Price 57:12 Users & Gas Fees 1:05:59 Layer 1s & Modular Blockchains 1:09:40 Extreme Decentralization 1:12:15 Chains that Care 1:18:00 Maximalism 1:22:42 Is ETH Going to Scale? 1:28:09 Market Conditions 1:38:10 The Flippening & Price Predictions 1:46:14 Closing & Disclaimers

------ Resources:

DC Investor on Twitter https://twitter.com/iamDCinvestor?s=20 Anthony Sassano on Twitter https://twitter.com/sassal0x?s=20 Cyrus Younessi on Twitter https://twitter.com/cyounessi1?s=20 Bull Case for Ethereum I https://youtu.be/36HkwlqfBaQ Bull Case for Ethereum II https://youtu.be/85M3yGvzCe4 Ultra Sound Money https://www.youtube.com/watch?v=bWqhn1hXvVc&t=0s Ultra Scalable Ethereum https://youtu.be/xjxyjgWiqLE

----- 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: Inflation, Nike NFTs, Disney & Marvel IMX, CryptoPunk Sale, Ledger Debit Card Dec 17, 2021

3rd Week of December, 2021

------ 📣 HASHFLOW | POOL & TRADE OTC https://bankless.cc/Hashflow

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro Permissionless Conference 2022: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022

4:00 MARKETS 4:19 BTC Price 5:16 ETH Price 6:15 ETH/BTC Ratio 7:34 Inflation https://twitter.com/biancoresearch/status/1469722686939140101?s=20 11:56 Issuance Tracker https://twitter.com/dmihal/status/1468950264304467971 19:34 Sotheby’s Sales https://twitter.com/TheBlock__/status/1471169594802987021?s=20

21:00 RELEASES 22:15 Optimism Floodgates https://thedefiant.io/optimism-removes-whitelist/ 24:27 ETHGlobal 2022 https://ethglobal.medium.com/announcing-the-ethglobal-2022-season-51a7906bb3a4 25:25 Balancer Boosted Pools https://fernandocmartinelli.medium.com/ba3daadb59f9 26:37 Superfluid on L2 https://twitter.com/Superfluid_HQ/status/1471176342733479936?s=20 28:20 Forgotten Runes RPG https://twitter.com/forgottenrunes/status/1471197252437741573?s=20 29:15 Bitwise NFT Index https://twitter.com/matt_hougan/status/1471489244824674306?s=21 30:45 Aztec Connect https://medium.com/@aztecnetwork/beb2982a92f3 33:07 Slingshot https://www.coindesk.com/business/2021/12/09/defi-trading-platform-slingshot-raises-15m-led-by-ribbit-capital/

33:37 RAISES

37:38 Jobs https://pallet.xyz/list/bankless/jobs

1:08:00 TAKES 1:09:00 POAPs are Memories https://twitter.com/izgnzlz/status/1470789729348112386 1:11:29 Linguistics https://twitter.com/RyanSAdams/status/1469054916966682624?s=20 1:14:13 Decentralization https://twitter.com/RealNatashaChe/status/1470560283215159297?s=20 1:18:48 Moloch https://twitter.com/TrustlessState/status/1470943188105846785?s=20 1:21:37 Optimists https://twitter.com/TrustlessState/status/1464638114048065539?s=20

1:24:35 What David’s Excited About 1:26:19 What Ryan’s Excited About

1:27:58 MEME of the Week

1:29:00 Closing & Disclaimers

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

10 Predictions About Crypto in 2022 with Ryan Selkis Dec 15, 2021

Ryan Selkis is the Founder and CEO the data analytics platform Messari. In Ryan's past Bankless appearances, we've debated ETH as money and the Triple Point Asset thesis. We've tackled crypto regulation and taking an aggressive stance on policy.

Now it's time to add it all together and decide what's next—what's important for the industry and the world as we head into 2022. Ryan wrote a 150+ page beast of a report titled 'Crypto Theses for 2022,' which covers the space from top to bottom. From DAOs and DeFi to Regulation and NFTs, there is no stone left unturned in this report.

In this episode, we digest the mountain of information Ryan puts together on an annual basis to answer the question: What's in store for Crypto in 2022?

----- METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 7:00 Ryan Selkis & Institutional Trust 14:30 Web3 is Inevitable 22:08 Inflation & Use Cases 32:47 WAGMI 37:45 The Fall of China 42:52 The American Battleground 46:55 The Regulator Side 56:28 The Crypto Coalition 1:02:20 NFTs & Metaverse 1:09:48 ETH's Q3 Earnings Report 1:16:47 ETH Killer Valuations 1:20:41 ETH is Money Debate 1:25:33 Closing & Disclaimers

------ Resources:

Ryan on Twitter: https://twitter.com/twobitidiot?s=20

The Crypto Theses: https://twitter.com/twobitidiot/status/1466438779196039175?s=20

----- 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

96 - Web3 Gaming 101 | Amy Wu Dec 13, 2021

What is Crypto Gaming? Why is it important? What about Gaming NFTs? This is what we explore in this episode with Amy Wu, partner at Lightspeed Venture Partners. This is Crypto Gaming 101.

The Web3 Gaming space is emerging from all sorts of angles, from normies to hardcore gamers to crypto natives—and each has a role to play as the ecosystem matures.

Here are the 5 questions to answer in this episode:

1. What is Crypto Gaming and why is it important? What about casual & mobile gaming? 2. How do you identify the next Axie Infinity? 3. Why are Guilds important? Are they a good investment? 4. How do you earn in Crypto Gaming? 5. Where does meaning, value, and identity come into play? What about fun?

With the Crypto Gaming Revolution well under way, Amy walks us through the fundamentals of the space and how to approach the future.

----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 3:15 The Conference Experience 6:44 TradArt and NFTs 10:11 Metaverso 13:14 Crypto IRL 16:20 The Panel 19:40 FreeRoss DAO 21:38 The Panelists 24:28 The Potential of NFTs 29:00 More than Fractionalizing 33:45 Liquidity 39:33 Pricing Assets 46:50 Community 54:34 Regulatory Issues 1:00:22 Use Cases

----- Resources:

Amy on Twitter https://twitter.com/amytongwu?s=20 Lightspeed Venture Partners https://twitter.com/lightspeedvp?s=20 The Crypto Gaming Revolution https://shows.banklesshq.com/p/the-crypto-gaming-revolution The Rise of Axie https://shows.banklesshq.com/p/the-rise-of-axie-infinity-jeff-jiho

----- 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: Vitalik's Endgame, Pepsi & Adidas NFTs | Crypto Congress | ETH : BTC Dec 10, 2021

2nd Week of December, 2021

------ 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:30 MARKETS 5:16 BTC Price 5:40 ETH Price 8:00 ETH/BTC Ratio 10:16 DeFi Action https://www.indexcoop.com/bed 12:52 DAI is Decentralizing https://twitter.com/hosseeb/status/1465574280217825288 13:45 Web3 Heating Up https://twitter.com/cdixon/status/1467293295898284032?s=21 14:58 3AC Buying ETH https://www.coindesk.com/markets/2021/12/08/crypto-hedge-fund-three-arrows-capital-snaps-up-400m-in-eth/ 19:58 Shilling Cardano https://twitter.com/jackniewold/status/1466823469564248068?s=21 26:48 Uniswap Volume https://twitter.com/Uniswap/status/1467968038091767812

29:00 RELEASES 30:00 GitPOAP https://medium.com/gitpoap/introducing-gitpoap-16e74ce53c3b 32:49 Messari Governor https://messari.io/article/introducing-messari-governor-the-first-to-market-governance-aggregator-and-voting-platform 33:57 Argent on StarkNet https://www.argent.xyz/blog/argent-x-starknet/ 34:38 Ramp Network https://twitter.com/RampNetwork/status/1468270048364093443?s=20 35:39 FTX Raise https://t.co/2oeXXisAjc 36:51 Voltz Finance https://medium.com/voltz/voltz-the-interest-rate-swap-amm-announces-its-6m-seed-round-led-by-framework-ventures-8f26cb09ed22 37:36 Jobs https://pallet.xyz/list/bankless/jobs

1:44:00 TAKES 1:44:30 Never Sell Early https://twitter.com/naval/status/1464788767953154058?s=20 1:49:36 The Flippening Beginning https://twitter.com/punk4156/status/1467341210855645185?s=21 1:51:40 More Fun, More Money https://www.notboring.co/p/the-pareto-funtier 1:55:22 Own BTC and ETH https://twitter.com/ErikVoorhees/status/1468601645164470272

1:59:09 What David’s Excited About 2:01:45 What Ryan’s Excited About

2:05:05 MEME of the Week https://twitter.com/rajgokal/status/1467857393338003461?s=20

2:07:09 Moment of Zen https://twitter.com/songadaymann/status/1469038512607571980?s=21

----- Not financial or tax advice. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Bringing DeFi to NFTs | Metaverso Panel Dec 09, 2021

On December 7, 2021, Metaverso was held in Puerto Rico as a 1-day conference filled with leaders in crypto culture. We held a panel with Sam Cassat of Aligned Capital, Ben Lakoff of Charged Particles, Andy8052 of Fractional, and Laura Jaramillo of Upshot.

In this special edition, we dive into what the conference experience really is. Spoiler: Crypto IRL is amazing. The panel explores the intersection of DeFi and NFTs—what happens when these worlds collide? There are only two types of assets—fungible and non-fungible—but we are seeing these concepts blur together in new and interesting ways.

From liquidity to communities, this conversation covers how the Metaverse is bringing DeFi to NFTs.

----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 3:15 The Conference Experience 6:44 TradArt and NFTs 10:11 Metaverso 13:14 Crypto IRL 16:20 The Panel 19:40 FreeRoss DAO 21:38 The Panelists 24:28 The Potential of NFTs 29:00 More than Fractionalizing 33:45 Liquidity 39:33 Pricing Assets 46:50 Community 54:34 Regulatory Issues 1:00:22 Use Cases

----- Resources:

Metaverso https://www.metaver.so/ FreeRossDAO https://freerossdao.com/ Sam Cassatt https://twitter.com/samcassatt?s=20 Ben Lakoff https://twitter.com/benlakoff?s=20 Andy8052 https://twitter.com/andy8052?s=20 Laura Jaramillo https://twitter.com/LauraTJD?s=20

----- 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

Justin Aversano | Layer Zero Dec 07, 2021

Justin Aversano is the now-famous photographer behind the NFT project Twin Flames, but that doesn’t even begin to cover it. Starting with his birthday project titled Every Day is a Gift, Justin has relentlessly pursued his creative passions, backed by his own personal journey of grief, healing, and growth.

Justin has a unique, powerful, and intense story—the grief of his mother passing from cancer and the trauma of losing a twin in the womb inspired a years-long quest for discovery and healing.

You can feel the creativity and emotion in his work, and his Twin Flames project has seen tremendous success in both the physical and digital realm. Describing NFTs as the Digital Twin of the Physical Reality, the cohesion of his work and individuality surface as we explore why art matters, and what drives the creative mind.

----- 📣 METAMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Resources:

Justin on Twitter: https://twitter.com/justinaversano?s=20

Justin’s Website: https://www.justinaversano.com/

Quantum Art Discord: https://discord.com/invite/quantum-art

SaveArtSpace: https://twitter.com/saveartspace?s=20

----- 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

95 - How Kevin Rose Invests in Web3 Dec 06, 2021

Kevin Rose is a veteran of internet growth. Kevin founded digg, the news aggregator site that pioneered community-curated content in the early days of Web2. With a macro perspective of all things digital, Kevin has thrived as a builder and investor on the cutting edge of the internet.

His experience allowed him to understand the role of community and has played a key role in his transition from investing in technology to investing in culture and artists. Seeing creativity blossom has fostered Kevin’s conviction and confidence in the space, and when Kevin speaks, the digital world of today and tomorrow becomes crystal clear.

------ 📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 5:00 Kevin Rose and Digg 10:23 What About Web3? 14:53 Blending not Competing 23:25 A Hybrid Approach 26:53 Crypto & The Inevitable 34:04 Confidence & Conviction 38:15 NFTs for the Long Term 48:56 Backing Artists 55:54 Self Sovereign Industries 59:49 Interactive Utility 1:08:09 Experimenting & Innovating 1:12:30 Tokens and Content 1:16:30 Getting Exposure 1:20:20 This is the Metaverse 1:27:36 Rapid Fire Questions 1:39:12 What’s Next For Kevin? 1:43:00 Closing & Disclaimers

------ Resources:

Kevin on Twitter: https://twitter.com/kevinrose?s=20

Proof Podcast: https://www.proof.xyz/

Tom Sachs Rocket Factory: https://tomsachsrocketfactory.com/

Ultra Scalable Ethereum: https://youtu.be/xjxyjgWiqLE

----- 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. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

ROLLUP - Jack Dorsey Exits Twitter | BTC ETH Ratio | Spiderman & Ross Ulbricht NFTs Dec 03, 2021

1st Week of December, 2021

------ 📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro Metamask: https://bankless.cc/metamask-shows Gitcoin: https://gitcoin.co/hackathon/gr12/

5:00 MARKETS 5:55 BTC Price 6:16 ETH Price 6:42 ETH/BTC Ratio https://twitter.com/TrustlessState/status/1465868162860077062?s=20 13:32 DeFi Action 15:42 Adoption https://twitter.com/Blockworks_/status/1463965278119907331?s=20 20:34 Omicron https://www.coindesk.com/markets/2021/11/29/defi-protocol-omicrons-token-jumps-10-fold-after-namesake-covid-variant-emerges/ 23:43 Crypto Dot Com https://thedefiant.io/crypto-com-cro-tvl-1b/ 25:33 Bigger than Banks https://twitter.com/thekriskay/status/1466139868967444485 27:13 ETH on Exchanges https://twitter.com/CryptoGucci/status/1466426429332017152?s=20

30:00 RELEASES 30:30 StarkNet Alpha https://shows.banklesshq.com/p/-super-scaling-with-starkware-uri 33:32 Tornado Cash x Arbitrum https://twitter.com/TornadoCash/status/1465269558617550850 34:08 Bancor v3 https://bancor.medium.com/ 34:47 GNO and xDAI https://twitter.com/koeppelmann/status/1465779337823666188?s=12 37:54 Celsius Series B https://blockworks.co/celsius-expands-its-series-b-from-400m-to-oversubscribed-750m/?oly_enc_id=9918E2523689A0T 38:41 Fireblocks https://www.ledgerinsights.com/digital-asset-custody-firm-fireblocks-raises-400m-at-8-billion-valuation/ 40:00 1inch Series B https://www.theblockcrypto.com/post/125901/1inch-network-closes-175-million-series-b-aims-to-serve-institutional-customers 42:18 Matt Zhang Fund https://www.theblockcrypto.com/linked/125664/former-wall-street-banker-launches-1-5-billion-crypto-venture-fund?utm_source=twitter&utm_medium=social 43:18 Jobs https://pallet.xyz/list/bankless/jobs

1:21:00 TAKES 1:21:30 The Ethereum Pre-Mine https://twitter.com/TrustlessState/status/1466074560759943169?s=20 1:27:22 The Chain of Chains https://twitter.com/RyanSAdams/status/1465469933140131840?s=20 1:29:36 What DAOs will DO https://twitter.com/brantlymillegan/status/1464682887224217605?s=21 1:31:25 The Entire Bet https://twitter.com/squishchaos/status/1465108245589073922?s=21 1:36:30 Do Fundamentals Matter? https://twitter.com/kyled116/status/1466226155325833216?s=20 1:38:13 Metaverse Exposure https://twitter.com/TrustlessState/status/1466434553871061010?s=20

1:40:46 What David’s Excited About 1:42:30 What Ryan’s Excited About

1:45:24 MEME of the Week https://twitter.com/TrustlessState/status/1464103140597272583?s=20

----- 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. Do your own research.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

4 - Clon the Cool Cat | Overpriced JPEGs Dec 02, 2021

🎙️ GET THE FULL EPISODE APPLE: https://podcasts.apple.com/us/podcast/overpriced-jpegs/id1591954323 SPOTIFY: https://open.spotify.com/show/5G2HSDneVg8mZUQ3zUIoLX?si=6d57ee1f89184974

Clon is the founder and artist behind the NFT sensation Cool Cats. Striking a delicate balance between cool and cute, the massive success of this project is a testament to the importance of a good founding team and strong values.

We discuss how Clon fell into the NFT space and found a perfect product-market fit with his work and style. We cover the power of community, dive into tokenomics, and explore how breaking into NFTs actually works.

Although the market is (over)saturated with PFP projects, there are reasons why the cream rises to the top. Tune in and find out.

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💸 ONJUNO | YOUR CRYPTO PAYCHECK https://bankless.cc/OnJuno

🌊 INDEX COOP | METAVERSE INDEX https://bankless.cc/MVI

🦄 BLOCK::BLOCK | METAVERSE IP https://bankless.cc/blockblock

------

Topics Covered:

0:00 Intro 3:00 Clon the Cool Cat 10:10 Designing & Developing 18:02 Launching with Legitimacy 26:30 The State of Cool Cats 35:18 Community Management 42:38 Ownership Rights 49:00 Milk & Gold 55:51 Advice For Artists 1:02:48 Other Projects 1:07:36 Besides PFPs 1:10:45 A Day in the Life 1:14:17 Closing & Disclaimers

------ Resources:

Clon on Twitter: https://twitter.com/cloncast?s=20

Cool Cats: https://www.coolcatsnft.com/

Toy Boogers: https://twitter.com/ToyBoogers?s=20

Clon on Twitch: https://www.twitch.tv/cloncast

----- 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

Crypto Advocacy Panel Dec 02, 2021

This is the Crypto Advocacy & Education Summit, which we're hosting to go along with the Ethereum Foundation's $500,000 donation to the Gitcoin Round 12 matching round for the ‘Crypto Advocacy’ track.

Gitcoin does these ‘quadratic matching’ rounds 4 times a year, where many entities donate large sums of funds, and the community rallies and donates to many causes and projects across the crypto space. The ‘matching rounds’ are exponentially matched towards the grants that received the most numbers of individual humans who donated to them.

The EF has specifically allocated 500k to go towards effects that advocate for crypto in our government offices.

Bankless and Gitcoin are hosting a 2-panel ’summit’ livestream in order to drum up excitement and donations for the various organizations that help advocate for crypto!

✨ GITCOIN GRANTS ✨ https://gitcoin.co/grants/explorer/

---

Panel #1: Why does crypto advocacy and education matter?

Kristin Smith | Blockchain Association https://twitter.com/KMSmithDC?s=20

Brian Quintenz | Former CFTC Chair https://twitter.com/BrianQuintenz?s=20

Tomicah Tillemann | a16z https://twitter.com/TomicahTD?s=20

---

Panel #2: How do crypto stakeholders support crypto advocacy + education?

Sarah Roth-Gaudette | Fight for the Future https://twitter.com/gaudette75?s=20

Jerry Brito | Coin Center https://twitter.com/jerrybrito?s=20

Jake Chervinsky | Blockchain Association https://twitter.com/jchervinsky?s=20

------ 📣 METMASK | YOUR HARDWARE WALLET'S BEST FRIEND https://bankless.cc/metamask-shows

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

----- 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

Decentralized Ethereum 2.0 Staking with Rocket Pool | Darren Langley & Dave Rugendyke Dec 01, 2021

Rocket Pool is live on mainnet! Slowly rolling out its staking pools, Rocket Pool is opening up its decentralized ETH staking product to the world. Core team members Darren Langley and Dave Rugendyke join to talk about the past, present, and future of the protocol.

Rocket Pool allows ETH holders to stake without needing to run a full node, which requires hardware, maintenance, and 32 ETH. Abstracting away those requirements helps to decentralize Ethereum's Proof-of-Stake, which is expected to arrive with the merge in the first half of 2022.

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

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------ BANKLESS SPONSOR TOOLS:

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ TOPICS COVERED:

0:00 Intro 7:00 Launching Rocket Pool 15:50 How We Got Here 23:38 Why Decentralized Staking? 28:37 What the Numbers Say 34:38 A Public Good 39:40 The Community 47:11 Centralization Risks? 49:25 rETH 56:04 Democratizing ETH Staking 1:02:39 DeFi Integrations 1:06:30 MEV 1:14:25 Operating a Node & ODAO 1:22:02 RPL Token & Incentives 1:32:02 What's Next? 1:38:20 Closing & Disclaimers

------ RESOURCES:

Darren on Twitter: https://twitter.com/langerstwit?s=20

Rocket Pool: https://rocketpool.net/

Node Map: https://stake.rocketpool.net/network

RPL Investment Thesis: https://www.reddit.com/r/ethfinance/comments/m3pug8/the_rocket_pool_investment_thesis/

----- 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

Tim Beiko | Layer Zero Nov 30, 2021

Tim Beiko runs the core protocol meetings for Ethereum. His path into crypto began in 2017, buying the top. But he stayed in the space, initially working for Consensys and their Besu Ethereum Client before trailblazing with EIP-1559's implementation.

This conversation covers his story into working with Ethereum core developers, the role and landscape of Ethereum clients, and coordinating the maintenance and upgrades to the Ethereum protocol.

With the merge on the horizon and barbarians at the gates, humans like Tim Beiko work to keep Ethereum as credibly neutral, efficient, and open as possible. Can Vitalik impose his will on Ethereum? Is it centralized? This episode has the answers.

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 4:30 Tim Beiko Before Crypto 12:27 Getting into the Space 16:45 Working for Conensys 20:56 Clients and Values 26:48 Forks of GETH 31:52 Clients as Businesses 37:42 Keeping the Balance 44:57 EIP-1559 51:47 Coordinating Core Devs 59:00 Communicating Code 1:05:17 Security 1:11:18 What the People Want 1:14:18 Who is a Core Dev? 1:21:07 Facilitating Forever 1:26:00 When Merge? 1:30:47 Closing

------ Resources:

Tim on Twitter: https://twitter.com/TimBeiko?s=20

----- 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

94 - The Swiss Army Knife of Scaling | Polygon's Sandeep Nailwal & Mihailo Bjelic Nov 29, 2021

Polygon is the Swiss Army Knife of Scaling. With a suite of scaling products, Polygon is pushing in many directions to scale out the Ethereum ecosystem.

On the heels of the 'Abandoning Ethereum' twitter drama, Sandeep and Mihailo from Polygon come on the podcast to discuss how Ethereum is, in fact, not abandoning its users.

A ton has happened in the world of Polygon in the six months since they were last on the show, including a partnership with DraftKings and massive leaps into the Metaverse.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-the-swiss-army

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------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 6:00 Sandeep & Mihalo Return 8:20 Not Abandoning Ethereum 15:27 Adoption of Ethereum 24:06 On Maximalism 29:52 A Portfolio of Chains 37:47 The Mission 44:50 Tokens & Unifying Forces 49:42 Is Polygon an ETH Killer? 54:33 Polygon vs Alt Layer 1’s 1:04:40 Checkpointing to Ethereum 1:08:53 Bridges & Sidechains 1:18:00 Facts & Tribalism 1:22:50 zkRollups & Miden 1:29:12 Apps & DraftKings 1:34:00 On-Ramp to the Metaverse 1:37:09 The Roadmap 1:42:10 Closing & Disclaimers

------ Resources:

Sandeep on Twitter: https://twitter.com/sandeepnailwal?s=20

Mihailo on Twitter: https://twitter.com/MihailoBjelic?s=20

Announcing Polygon Miden: https://twitter.com/0xPolygon/status/1460609713922457606?s=20

Polygon Metaverse: https://twitter.com/MihailoBjelic/status/1456091349745295362?s=20

Modular Blockchains: https://www.youtube.com/watch?v=xjxyjgWiqLE&t=3276s&ab_channel=Bankless

----- 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

3 - Mack Flavelle | Overpriced JPEGs Nov 27, 2021

Mack Flavelle is the Co-Founder of CryptoKitties, Dapper Labs, and Big Head Club. CryptoKitties was instrumental in establishing the ERC-721 standard, which is the base for the vast majority of NFTs. Mack helped launch NBA Top Shot and StonerCats, and that just begins to cover his impact in the space.

Needless to say, Mack has had a prolific career and pioneered many innovations for NFTs. His creativity and boundless energy powers this conversation about the history of culture on the blockchain, and a discussion of his more recent and upcoming projects leads to bold predictions about the future.

Mack is a fascinating character, and we wouldn't expect anything less from one of the founding fathers of the NFT movement.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://jpegs.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST APPLE: https://podcasts.apple.com/us/podcast/overpriced-jpegs/id1591954323 SPOTIFY: https://open.spotify.com/show/5G2HSDneVg8mZUQ3zUIoLX?si=6d57ee1f89184974 ------ BANKLESS SPONSOR TOOLS:

👀 ZERION | YOUR NFT PORTFOLIO https://bankless.cc/Zerion

💸 ONJUNO | YOUR CRYPTO PAYCHECK https://bankless.cc/OnJuno

🌊 INDEX COOP | METAVERSE INDEX https://bankless.cc/MVI

🦄 BLOCK::BLOCK | METAVERSE IP https://bankless.cc/blockblock

------

Topics Covered:

0:00 Intro 3:30 Mack Flavelle and Cats 10:12 CryptoKitties and ERC 721 13:56 Inflection Points 19:14 Pink Cat Villain 22:59 Innovations & Explosions 28:01 The Price of Kitties 36:10 New Major IP 42:30 Ronin & Death Poems 50:59 Big Head Club 56:32 Lessons from StonerCats 1:01:54 Ghostbusters Etc 1:04:05 The Big Questions 1:11:27 Closing

------ Resources:

Big Head Club https://www.bighead.club/

Japanese Death Poems https://www.amazon.com/Japanese-Death-Poems-Written-Monks/dp/0804831793

----- 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 - VCs Abandoning Ethereum | Macy's & NFL NFTs | ConstitutionDAO vs Citadel | Binance Arbitrum Nov 25, 2021

Thanksgiving 2021

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

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------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro https://bankless.cc/Opolis

4:30 Markets 4:43 BTC Price 5:08 ETH Price 6:55 ETH/BTC Ratio 8:08 DeFi Action 9:55 Layer 2 Beat 11:45 EIP-1559 https://twitter.com/christine_dkim/status/1461345650365415424?t=KlU78KsQvHl0fG4jqUZHiQ&s=19 1M ETH Burnt https://twitter.com/evan_van_ness/status/1463489678649303044?s=21 15:20 Hash Rate https://twitter.com/econoar/status/1462076989980889094 16:32 Gas Fees 17:59 Axie Ronin https://cryptoslate.com/1-8-billion-moved-to-ronin-dex-from-ethereum-in-2-weeks 19:14 Ethereum Scale https://ethtps.info/ 22:55 SAND https://www.coingecko.com/en/coins/the-sandbox 24:40 Turkish Lyra https://twitter.com/SadafJadran/status/1463387742759374848?s=20

28:00 RELEASES 29:00 Binance & Arbitrum https://twitter.com/binance/status/1461565999832973313?s=20 31:29 DeFrag https://defrag.fi/ 32:43 Reputation DAO https://twitter.com/ReputationDAO/status/1461147989611663361?s=20 34:20 Lattice Metamask https://twitter.com/ConsenSys/status/1463224325864148995?s=20 36:18 Aave Arc https://twitter.com/AaveAave/status/1461321606895124482 38:38 Zapper Mobile Tease https://twitter.com/sebaudet26/status/1463340665769639940

RAISES 39:00 Gemini Metaverse https://www.forbes.com/sites/michaeldelcastillo/2021/11/18/gemini-raises-400-million-to-protect-the-metaverse-from-meta-facebook/?sh=37acaa675f57 40:05 Royal https://twitter.com/3LAU/status/1462856758095876097?s=20 43:43 Moonpay https://www.theblockcrypto.com/post/124980/moonpay-raise

44:14 Jobs https://pallet.xyz/list/bankless/jobs

1:15:00 TAKES 1:17:00 Abandoning Ethereum https://newsletter.banklesshq.com/p/abandoning-ethereum 1:46:06 Opportunity https://twitter.com/cyounessi1/status/1462240406662438922?s=21 1:47:07 Cars vs Carriages https://twitter.com/epolynya/status/1462832369853874176?s=20 1:47:32 Pivotal https://twitter.com/TrustlessState/status/1463015187275935748?s=20

1:52:37 What David’s Excited About 1:53:45 What Ryan’s Excited About

1:55:37 MEME of the Week https://twitter.com/BanklessHQ/status/1462795120839901184?s=20

----- 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

Super Scaling with StarkWare | Uri Kolodny & Eli Ben-Sasson Nov 24, 2021

Ethereum is scaling. With a recent $50 million raise at a valuation of $2 billion, StarkWare is pioneering zkRollups across the Ethereum ecosystem. As it powers dYdX, arguably the most liquid market in the world, StarkWare is continuing to move into new territory, with StarkNet imminently deploying on Ethereum Mainnet.

The goal of StarkWare is simple: 'bring massive scalability to Ethereum while preserving L1 security, permissionless interactions, and decentralization.'

The ecosystem is growing at an astounding rate, so tune in as core members Uri Kolodny and Eli Ben-Sasson walk us through how StarkWare is bringing Super Scaling to Ethereum.

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ TOPICS COVERED:

0:00 Intro 5:00 Eli and Uri of StarkWare 9:02 StarkEx vs StarkNet 16:37 StarkEx is Scaling Today 24:35 Latency & Data Tradeoffs 32:50 Scaling with Math & Cryptography 38:21 StarkEx to StarkNet 43:35 Ahead of Schedule 47:56 StarkNet Launch 54:48 StarkWare Roadmap 1:00:40 Modular & Privacy 1:04:39 Business Model 1:11:33 Values & Code 1:16:15 Closing & Disclaimers

------ RESOURCES:

Uri on Twitter: https://twitter.com/ukolodny?s=20

Eli on Twitter: https://twitter.com/EliBenSasson?s=20

StarkWare on Twitter: https://twitter.com/StarkWareLtd?s=20

StarkWare Discord: https://discord.gg/uJ9HZTUk2Y

StarkNet Alpha: https://medium.com/starkware/starknet-alpha-is-coming-to-mainnet-b825829eaf32

----- 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

pplpleasr | Layer Zero Nov 23, 2021

pplpleasr is the digital artist who exploded into the NFT & DeFi space after creating the x * y = k visual animation announcement for Uniswap v3.

The NFT was sold for over half a million dollars, and all the proceeds were donated to charity. Along the way, pleasrDAO was formed and has emerged as a collective for curating digital culture artifacts.

pplpleasr’s story winds through Fortune Magazine covers and imposter syndrome, all with a down-to-earth feel and a charitable heart. She is emblematic of what we love about crypto culture, and the pleasr spirit is one that this entire space aspires to.

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 intro 4:00 ppl pleasr 8:42 background & diablo 15:01 crypto twitter vs blizzcon 21:38 x * y = k 28:06 sale, hype, & charity 35:05 donating & dividends 42:43 life trajectory 47:02 pleasrdao 54:35 fortune cover 1:01:00 identity & nft brain 1:08:32 social life & magnum opus 1:15:15 pleasr irl 1:21:17 lessons 1:26:58 closing

------ Resources:

pplpleasr on Twitter https://twitter.com/pplpleasr1?s=20 pleasrDAO https://twitter.com/PleasrDAO?s=20

----- 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

93 - Crypto Payments and the DeFi Mullet | Visa's Cuy Sheffield and Anchorage's Diogo Mónica Nov 22, 2021

The DeFi Mullet is a classic Bankless thesis that we've begun to watch play out right in front of us. This week, we bring on Cuy Sheffield from Visa and Diogo Mónica from Anchorage to explain the DeFi mullet from the Fintech side of things.

This episode explores how crypto payments are extending beyond retail and into institutions, and how Fintech platforms like Visa are leveling up with the utilities provided by Anchorage to support crypto. Blurring the lines between the two worlds is shaping up to be a fascinating corner of our industry, and there's a ton of new concepts to dive into throughout this conversation.

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------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 6:30 Visa & The DeFi Mullet 15:03 Anchorage & The DeFi Mullet 18:55 Volatility & Engagement 25:52 Crypto Rewards 34:13 How Payments Work 41:08 Settlement Layers 46:22 What Anchorage Does 50:30 Stablecoins & Bridging 1:00:09 Teaching Visa About Crypto 1:06:10 Immutable Transactions 1:13:22 Visa CryptoPunk 1:22:09 Central Bank Digital Currencies 1:28:04 Trusting Institutions? 1:31:52 Closing & Disclaimers

----- 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: ConstitutionDAO | Tarantino NFT Sued | Beeple & Jimmy Fallon | FEI RARI Nov 19, 2021

3rd Week of November, 2021

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

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------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro Permissionless: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022 Office Hours: https://twitter.com/BanklessHQ/status/1461054473355202563?s=20

4:30 MARKETS 5:06 BTC Price 5:38 ETH Price 7:30 ETH BTC Ratio 7:49 DeFi Action 9:57 EIP 1559 https://twitter.com/ultrasoundmoney/status/1459817712859983874 14:01 Hot Tip https://twitter.com/marcandu/status/1458899957713412108?s=20 14:54 ETH Flows https://dataalways.substack.com/p/a-flows-based-ethereum-price-model 19:52 Memory Lane https://twitter.com/birdygoesnomnom/status/1460555652649074691?s=20 25:05 Metamask Users https://twitter.com/MetaMask/status/1460991963650576388 25:31 New Uniswap Fee https://twitter.com/haydenzadams/status/1460483484615643137?s=21

28:30 RELEASES 29:30 Polygon Miden https://twitter.com/0xPolygon/status/1460609713922457606?s=20 31:29 Argent on Starkware https://twitter.com/argentHQ/status/1459494241332342785?s=20 32:21 Ledger & Metamask https://twitter.com/Ledger/status/1459174812300025861 33:27 Brave Wallet https://brave.com/brave-wallet-launch/ 34:20 Bitwise DeFi Report https://twitter.com/BitwiseInvest/status/1460674225489027079?s=20 35:54 The Rug https://twitter.com/TheRugNews/status/1460007995710971904?s=20 37:43 Consensys Raise https://www.theblockcrypto.com/post/124615/consensys-raise 39:03 New Paradigm Fund https://twitter.com/matthuang/status/1460246458272137217?s=20 40:31 StarkWare Raise https://www.theblockcrypto.com/post/124479/ethereum-layer-2-developer-starkware-raises-50-million-now-valued-at-2-billion 41:41 Gallery https://twitter.com/usegallery/status/1460690275945246723?s=21 42:43 Jobs https://pallet.xyz/list/bankless/jobs

44:20 NEWS 44:36 ConstitutionDAO https://www.sothebys.com/en/digital-catalogues/the-constitution-of-the-united-states 50:00 Fei Rari https://twitter.com/joey__santoro/status/1460693387426729987 52:02 Adidas POAP https://twitter.com/adidasoriginals/status/1461057188529594375 52:45 Huobi & zkSync https://blog.matter-labs.io/huobi-2dabb6c2bfb2 55:26 Optimism Opening Up https://twitter.com/sassal0x/status/1459372143519490050 56:12 Beeple on Fallon https://twitter.com/BandoNFT/status/1458685013348786176?s=20 58:40 Tarantino Lawsuit https://twitter.com/coindesk/status/1460757938256162824?s=21 1:02:17 Time & Galaxy Digital https://time.com/6121132/time-and-galaxy-digital-partner-to-demystify-the-next-immersive-digital-frontier-the-metaverse-through-a-first-of-its-kind-partnership/ 1:03:18 OpenSea 10B Valuation https://www.theinformation.com/articles/nft-marketplace-opensea-offered-10-billion-valuation 1:03:49 Bitcoin Taproot https://cointelegraph.com/news/breaking-the-bitcoin-network-welcomes-taproot-soft-fork-upgrade 1:05:40 Crypto.com Arena https://twitter.com/ShamsCharania/status/1460832641352040449?s=20 1:07:47 Infrastructure Bill https://twitter.com/jerrybrito/status/1461317078175072263?s=21 1:09:30 India Kinda Banning https://www.coindesk.com/policy/2021/11/17/india-to-ban-crypto-as-payment-method-but-regulate-as-asset-report/

1:12:00 TAKES 1:13:00 CZ is Rich https://twitter.com/RyanSAdams/status/1461098707361878017?s=20 1:16:32 Bitcoin vs ETF https://twitter.com/woonomic/status/1460117810273656832?s=21 1:19:05 DAOs are Games https://twitter.com/nicknaraghi/status/1459166906968154121?t=3MziN0Lt2_8hq7DHFmeqRw&s=19 1:19:51 Best of Both Worlds https://twitter.com/trustlessstate/status/1459589386173964288?s=21 1:24:22 Why Web3 Wins https://twitter.com/TrustlessState/status/1460383727998017539?s=20 1:29:10 NFTs vs Scammers https://twitter.com/RyanSAdams/status/1460662418636513285?s=20

1:32:18 What David’s Excited About 1:33:10 What Ryan’s Excited About

1:35:56 MEME of the Week https://twitter.com/dogetoshi/status/1460957920666038276?s=21 https://twitter.com/TrustlessState/status/1460446365629120516?s=20

MOMENT OF ZEN https://twitter.com/songadaymann/status/1460686031762739215?s=20

----- 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

2 - Zeneca_33 | Overpriced JPEGs Nov 18, 2021

Zeneca_33 is an NFT influencer, thought leader, and community member (whatever your preferred term is). After playing poker professionally, Zeneca fell down the NFT rabbit hole in early 2021 and has quickly amassed a huge following. His takes are often sobering and always even-keeled, which is incredibly valuable in this emotional and chaotic market.

We knew Zeneca had to be one of the first guests on the show. His wisdom and knowledge are reality checks for any type of market, and we go through his approach to the space, how he picks projects, and his own project - ZenAcademy.

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👀 ZERION | YOUR NFT PORTFOLIO https://bankless.cc/Zerion

💸 ONJUNO | YOUR CRYPTO PAYCHECK https://bankless.cc/OnJuno

🌊 INDEX COOP | METAVERSE INDEX https://bankless.cc/MVI

🦄 BLOCK::BLOCK | METAVERSE IP https://bankless.cc/blockblock

------

Topics Covered:

0:00 Intro 3:00 Zeneca_33 8:08 Distaste for Roadmap 11:12 How Zeneca Picks Projects 16:11 Approaching the Market 25:07 How to Flip NFTs 30:08 Art Blocks 39:30 Veblen Goods 44:44 ZenAcademy 56:59 Network Effects 1:01:11 Advice to the Community 1:07:40 Culture & Ethos 1:13:09 Closing

------ Resources:

Zeneca_33 https://twitter.com/Zeneca_33?s=20

ZenAcademy https://zenacademy.io/

Studio by Hatch Coding https://www.hatch.art/for-ages-9-17

Blitmap https://www.blitmap.com/

Top Dog Beach Club https://topdogbeachclub.com/

Curious Addy’s Trading Club https://www.curiousaddys.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

The State of the Charts with Benjamin Cowen Nov 17, 2021

It's that time again. Time to dive into the charts, this time with Benjamin Cowen. With energy flooding into the space, and prices at the top of everyone's mind, Benjamin brings his consistent, disciplined approach to Bankless listeners.

Dive in as we explore what Benjamin looks for in the markets, and what the state of crypto prices are today. What does the rest of this market cycle hold in store? No one knows for sure, but Benjamin's insights will sharpen our prospects.

------ OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

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BANKLESS SPONSOR TOOLS:

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 9:00 Into the Cryptoverse 14:25 Market Cycles 21:58 BTC Controls the Market 28:51 Supercycle? 37:20 Blow-Off Tops 40:35 Much Much Time Left? 47:53 Catalysts and Events 54:00 Ethereum Cycles 58:45 Bitcoin Dominance 1:03:50 The Flippening 1:11:29 Blue Chip Assets 1:17:49 Advice 1:21:07 Closing & Disclaimers

------ Resources:

Benjamin on Twitter: https://twitter.com/intocryptoverse?s=20

Benjamin's Youtube Channel: https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg

Into the Cryptoverse: https://intothecryptoverse.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

GMoney | Layer Zero Nov 16, 2021

gmoney holds one of the four knitted cap ape CryptoPunks, and is a prolific investor. From riding the dot com bubble all the way down as a pre-teen to buying apple calls in high school, gmoney has always been deeply fascinated by finance.

gmoney has a keen eye for the broad markets and makes informed trading & investment decisions. Since the start of the pandemic and crypto's subsequent rise, gmoney's tone has shifted to one of a 'disruptor' and 'futurist.' Falling down the NFT rabbit-hole in 2020 has demonstrated a character development of sorts, shifting from the harsh, objective financial markets to a more art-based, community-based one.

gmoney's approach to making money is fascinating, but perhaps not nearly as interesting or important as his role in the budding metaverse.

------ 📣 OPOLIS | YOUR CRYPTO CAREER https://bankless.cc/Opolis

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Resources:

Benjamin on Twitter: https://twitter.com/intocryptoverse?s=20

Benjamin's Youtube Channel: https://www.youtube.com/channel/UCRvqjQPSeaWn-uEx-w0XOIg

Into the Cryptoverse: https://intothecryptoverse.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

----- 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

92 - The Fight for the Future of Money | CryptoDad Chris Giancarlo Nov 15, 2021

Chris Giancarlo, aka CryptoDad, is the former chair of the CFTC, the governing body that oversees Commodity Futures Trading. He's now an advisor in crypto, a senior advisor at a law firm, and of course, a father.

This conversation circles around many of the topics Chris covers in his new book, 'The Fight for the Future of Money.' We move through the specifics like the differences between Futures and Spot ETFs, but then we turn towards the big picture.

What are American values? How do we instantiate them into our digital institutions? America has a remarkable history of saying 'yes,' and the stakes couldn't be higher as America decides whether to say yes to credibly neutral, decentralized protocols.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-the-fight-for-the

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ Topics Covered:

0:00 Intro 6:30 Chris Giancarlo 10:06 CryptoDad & BTC Futures 18:27 Facing Resistance 22:13 Fear & Regulation 28:02 Vindicated 31:55 Futures vs Spot ETFs 41:29 Liquidity & Price 47:00 ETH Futures 53:09 Trust in Money 58:00 Getting the Values Right 1:04:43 Will People Care? 1:10:31 The CFTC’s Approach 1:16:03 Encouraging Innovation 1:21:31 Regulatory Clarity 1:26:44 Free Markets & Free People 1:33:56 The Crypto Dad 1:37:37 Closing & Disclaimers

------ Resources:

CryptoDad on Twitter: https://twitter.com/giancarloMKTS?s=20

The Fight for the Future of Money: https://www.chrisgiancarlo.org/book

----- 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

1 - Betty NFT & Deadfellaz | Overpriced JPEGs Nov 13, 2021

Betty NFT joins for the first episode of Overpriced JPEGs. As the self-described Horde Mother of Deadfellaz, Betty has built a career on creative producing and community building.

With a fierce passion for design and culture, Betty has emerged as a key member of the space after NFTs clicked. This episode covers launches and price, but opens into a wider discussion of branding, community, ownership, and the ecosystem at large.

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👀 ZERION | YOUR NFT PORTFOLIO https://bankless.cc/Zerion

💸 ONJUNO | YOUR CRYPTO PAYCHECK https://bankless.cc/OnJuno

🌊 INDEX COOP | METAVERSE INDEX https://bankless.cc/MVI

🦄 BLOCK::BLOCK | METAVERSE IP https://bankless.cc/blockblock

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Topics Covered:

0:00 Introducing Overpriced JPEGs 4:23 Intro 6:45 Betty NFT 10:18 When NFTs Clicked 15:09 Launching Deadfellaz 17:37 Identity 20:03 Price & Floor 23:19 Initiatives & Innovation 27:17 Advice to Artists 30:39 The NFT Ecosystem 35:36 Hogwarts Houses 38:20 Branding & Steve Aoki 42:17 Metaverse & Ownership 47:05 Building a Community 51:14 Roadmap & Team 55:10 Art First & Alpha 59:00 Mindy Kaling & Closing

------ Resources:

Betty NFT: https://twitter.com/betty_nft?s=20

Deadfellaz: https://twitter.com/Deadfellaznft?s=20

MarkTheHabibi: https://twitter.com/MarkTheHabibi?s=20

Ethereals: https://twitter.com/Etherealswtf?s=20

Cool Cats: https://twitter.com/coolcatsnft?s=20

Flower Blocks: https://twitter.com/Flowerblocks?s=20

cyber_YuYu: https://twitter.com/cyber_yuyu?s=20

Amy Woodward: https://twitter.com/amy___woodward?s=20

----- 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: ENS Airdrop | MetaMask Token? | Discord Teasing Crypto | PayPal Bitcoin | Tim Cook Apple Nov 12, 2021

2nd Week of November, 2021

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro Metafactory https://shop.metafactory.ai/ Dharma https://bankless.cc/dharma

5:18 MARKETS 5:37 BTC Price 6:40 ETH Price 11:12 ETH/BTC Ratio 11:51 DeFi Action 13:10 3T Market Cap https://www.theblockcrypto.com/linked/123762/crypto-market-cap-3-trillion-bitcoin-ether-reach-record-highs 17:28 Reaching $500B https://twitter.com/RyanSAdams/status/1457816073881980928?s=20 20:36 ETH Volume https://twitter.com/trustlessstate/status/1458206075342098440?s=21

24:00 RELEASES 24:45 ENS Airdrop https://newsletter.banklesshq.com/p/-alpha-alert-claim-your-ens-airdrop 40:26 Overpriced JPEGs https://jpegs.banklesshq.com/ 42:05 Across Protocol https://medium.com/@AcrossProtocol/across-protocol-is-live-and-you-can-be-a-co-founder-43d848a969d1 45:30 Coinbase Wallet https://blog.coinbase.com/coinbase-wallet-is-now-available-as-a-standalone-browser-extension-c65bb5c87b83 47:06 Rocket Pool https://twitter.com/rocket_pool/status/1457893042367582209?s=21 49:12 $MASK? https://twitter.com/ethereumJoseph/status/1457834493469884418 51:45 DAI Wormhole https://twitter.com/krzKaczor/status/1458442949956603920 53:34 Uniswap Branding https://twitter.com/uniswap/status/1457826935950675973?s=21 55:19 Matter Labs https://medium.com/matter-labs/funding-ea89c1fa731e 56:06 Jobs https://pallet.xyz/list/bankless/jobs

58:20 NEWS 59:05 Discord Rumors https://twitter.com/jasoncitron/status/1457841222995693570?s=20 1:07:55 Sotheby’s Banksy https://www.theblockcrypto.com/linked/124075/sothebys-to-hold-real-time-bids-in-eth-for-banksy-art-auction 1:09:05 Games & Tax https://www.protocol.com/nft-game-tax-scholarships 1:12:05 NYC Mayer Bitcoin https://www.theblockcrypto.com/linked/123326/nyc-mayor-elect-eric-adams-says-he-will-take-his-first-three-paychecks-in-bitcoin 1:13:41 Grayscale Bigger than Gold https://decrypt.co/85798/crypto-firm-grayscale-hits-60-billion-overtaking-top-gold-etf 1:15:02 Infrastructure Bill https://twitter.com/jchervinsky/status/1456275741398683648?t=fAkvY7-AEbWE83lP8esm2w&s=19 1:16:39 PayPal Bitcoin https://blockworks.co/paypal-reports-13-revenue-increase-plans-to-increase-crypto-offerings/?oly_enc_id=9918E2523689A0T 1:17:29 Quick Takes Tim Cook https://www.theblockcrypto.com/linked/123796/apple-ceo-tim-cook-reveals-that-he-owns-some-cryptocurrency Stripe https://twitter.com/matthuang/status/1456686883790942208?s=20 DaveDAO https://twitter.com/TrustlessState/status/1457003417558298634?s=20 OEVM https://twitter.com/optimismPBC/status/1458495316164964355 ETH Roadmap https://twitter.com/BanklessHQ/status/1458537195464273922?s=20

1:23:30 TAKES 1:24:15 Don’t Get Phished https://twitter.com/sniko_/status/1456320221564780550?s=21 1:26:34 Margins & Culture https://twitter.com/trustlessstate/status/1457349619093024776?s=21 1:27:20 Character vs Ego https://twitter.com/mrjasonchoi/status/1457567837250224137?s=20 1:31:22 Startups in Web3 https://twitter.com/sama/status/1457764748242554881?s=21 1:32:06 Settlement Layer https://twitter.com/epolynya/status/1458140801876123655 1:35:13 Then & Now https://twitter.com/cloncast/status/1457425724860633090?s=21

1:37:04 What David’s Excited About 1:40:56 What Ryan’s Excited About

1:43:24 MEME(s) of the Week https://twitter.com/dimsomedim/status/1456981036970090498?s=21 https://twitter.com/banklesshq/status/1457001249430147085?s=21

Moment(s) of Zen https://twitter.com/songadaymann/status/1457799654733594627 https://twitter.com/NFTWonderfull/status/1458600124020670469?s=20

----- 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

DeFi 2.0 Summit | Rari, Olympus, Tokemak, TracerDAO, Alchemix Nov 11, 2021

Among these five protocols is over $8 Billion total value locked. But what is DeFi 2.0? What primitives are changing, and where do we go from here?

From liquidity to self-paying loans to permissionless borrowing/lending, these projects intertwine and work to align incentives between protocols and users.

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------ DHARMA | From Dollars to DeFi! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Guests:

Jai Bhavnani https://twitter.com/jai_bhavnani?s=20 Rari Capital https://rari.capital/

Pat McNab https://twitter.com/pat_mcnab?s=20 TracerDAO https://tracer.finance/

Scoopy Truples https://twitter.com/scupytrooples?s=20 Alchemix https://alchemix.fi/

Carson Cook https://twitter.com/LiquidityWizard?s=20 Tokemak https://www.tokemak.xyz/

Zeus https://twitter.com/ohmzeus?s=20 Olympus DAO https://www.olympusdao.finance/

----- 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 ENS DAO and $ENS Airdrop | Brantly Millegan & Nick Johnson Nov 10, 2021

The Ethereum Name Service (ENS) announced its intentions to further decentralize with the $ENS token last week. Yesterday, they finally released it to the public.

Anyone that held an ENS domain by November 1st is eligible for this airdrop.

Congratulations to all those on the web3 frontier—you’ve been rewarded again!

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------ 📣 DHARMA | From Dollars to DeFi! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Guests:

Brantly Millegan – Director of Operations at ENS https://twitter.com/BrantlyMillegan?s=20

Nick Johnson – Founder, Lead Developer https://twitter.com/nicksdjohnson?s=20

------ Resources:

CLAIM: https://ens.mirror.xyz/5cGl-Y37aTxtokdWk21qlULmE1aSM_NuX9fstbOPoWU

DELEGATE: https://ens.mirror.xyz/cfvfKRpQSPtZJjPQOprWqEeqv2rytE7tQkxDg6ht7Oo

TOKEN ALLOCATION: https://ens.mirror.xyz/-eaqMv7XPikvXhvjbjzzPNLS4wzcQ8vdOgi9eNXeUuY

----- 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

DC Investor | Layer Zero Nov 09, 2021

DC Investor is an investor... living in Washington, DC. Makes sense. A lot makes sense about DC Investor and his practical, long-term approach to the crypto markets. He has worked hard for his money, and expects his money to work hard for him in return.

With one of the best and varied NFT portfolios out there, as well as a sound thesis on ETH the asset, DC clues us in on his guiding principles and life lessons from a career as a W2 employee and crypto investor.

There's a reason DC has been on Bankless five times.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ 📣 DHARMA | From Dollars to DeFi! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:00 DC Investor 9:36 Interest & Speculation 14:45 Risk Management 20:07 Conviction & Communities 26:58 The Crypto Moment 33:58 Early Internet Skills 41:53 Tech Changes Society 46:56 Investing, not Trading 53:04 Markets 1:00:30 NFTs and Signalling 1:09:58 Gaming 1:14:15 Digital Economies 1:19:16 Hobbies & Lifestyle 1:23:10 The Hoffman Personality Quiz 1:27:45 Closing

------ Resources:

DCInvestor on Twitter https://twitter.com/iamDCinvestor?s=20 DC's NFT Collection http://gallery.so/dcinvestor DC's Newsletter https://dcinvestor.substack.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

91 - Brian Armstrong and The Future of Coinbase Nov 08, 2021

Brian Armstrong is the Founder and CEO of Coinbase. As a pillar of innovation and adoption in crypto, Brian is playing a pivotal role in determining the kind of future we’ll see in the space.

The Crypto movement is a battle for hearts and minds, and Coinbase is fighting on the front lines.

Building bridges between the legacy world and the Metaverse is a daunting task, but Brian has been a headstrong leader with a powerful vision. Coinbase finds itself in a position to maximize a user’s choice for what they do with their assets.

With new features on the way like their NFT platform, Coinbase is steadily opening the doors for composability, decentralization, and ultimately… sovereignty.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-brian-armstrong

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------ 📣 DHARMA | From Dollars to DeFi! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 7:30 Brian Armstrong & His Start 14:11 Why Coinbase? 19:00 Money, Tech, and Values 25:48 The Drive and Vision 29:36 The Future of Coinbase 32:56 Retail, Institutions, and Developers 36:32 Relationship with DeFi 40:32 Coinbase Lend & CeDeFi 47:30 Public Goods & Decentralization 51:39 Eating All the Banks 58:09 Custody & Sovereignty 1:02:30 The Metaverse 1:10:02 NFTs and Mainstream 1:16:52 Withdraw to Layer 2 1:18:34 Regulation 1:26:40 Taking on the SEC 1:32:12 Maturing and Growing 1:36:27 Closing & Disclaimers

------ Resources:

Brian on Twitter: https://twitter.com/brian_armstrong?s=20 Coinbase: https://www.coinbase.com/ The Master Switch: https://www.amazon.com/Master-Switch-Rise-Information-Empires/dp/0307390993

----- 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: Facebook Meta | ENS Airdrop | McRib & Tarantino NFTs | Reddit & Matrix | Axie Ronin DEX Nov 05, 2021

1st Week of November, 2021

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro Permissionless: https://blockworks.co/events/permissionless/ Bankless Discount: https://newsletter.banklesshq.com/p/discount-to-permissionless-2022

7:00 MARKETS 7:22 BTC Price 7:41 ETH Price 9:14 ETH / BTC Ratio 10:10 DeFi Action $BED: https://www.indexcoop.com/bed 13:19 Layer 2 https://l2beat.com/ 15:05 Ultra Sound Money https://ultrasound.money/ Fees: https://twitter.com/evan_van_ness/status/1453939554172301314?s=21 20:40 Market Cap https://assetdash.com/

24:00 RELEASES 25:10 ENS https://newsletter.banklesshq.com/p/the-ultimate-guide-to-airdrops 32:10 Maker x stETH https://twitter.com/nomos_paradox/status/1453793036865982464?s=21 35:30 Crypto.com leveling up https://twitter.com/froggyfrogster/status/1454181118807351310?s=21 40:05 Phonon by Gridplus https://twitter.com/PhononDAO/status/1453822451436113924?t=CtbsGJIyI3ejIIirzm9UdA&s=19 41:47 DAO Masters https://www.daomasters.xyz/ 42:55 Ronin DEX https://twitter.com/AxieInfinity/status/1456161289722548225 43:46 Optimism Upgrade https://twitter.com/optimismPBC/status/1455645114269724675 45:28 ‘Standard Oil’ of Crypto https://www.wsj.com/articles/digital-currency-group-wants-to-be-cryptos-standard-oil-11635764400 47:51 Metaverse Fund https://www.theblockcrypto.com/linked/122856/firm-backed-by-alan-howard-winklevoss-twins-closes-100-million-metaverse-fund 51:22 Sandbox Raise https://www.theblockcrypto.com/linked/122936/crypto-sandbox-93-million-softbank 52:58 Jobs https://pallet.xyz/list/bankless/jobs

54:00 NEWS 54:48 Facebook Meta https://about.fb.com/news/2021/10/facebook-company-is-now-meta/ 1:02:15 Nike https://twitter.com/joshgerben/status/1455225423411953671?s=21 1:04:22 Microsoft https://blockworks.co/microsoft-ceo-the-metaverse-will-bring-real-world-into-any-digital-space/?oly_enc_id=9918E2523689A0T 1:04:55 Reddit https://twitter.com/iamRahul20x/status/1455950490366263301 1:09:32 Quentin Tarantino https://www.cnbc.com/2021/11/02/quentin-tarantino-to-offer-seven-uncut-scenes-from-pulp-fiction-as-nfts.html 1:10:26 NFT McRib https://twitter.com/chriskatje/status/1455154519491416064?s=20 1:11:32 Matrix NFTs https://twitter.com/jordanlyall/status/1455544585732640775?s=21 1:13:18 China Yes NFTs, No Crypto https://blockworks.co/chinas-tech-giants-yes-on-nfts-no-on-cryptocurrencies/?oly_enc_id=9918E2523689A0T 1:14:31 CryptoPunk Flash Loan $500M https://twitter.com/scott_lew_is/status/1454952085611589634 1:17:23 Aaron Rodgers https://www.coindesk.com/business/2021/11/01/nfl-star-aaron-rodgers-gives-ringing-endorsement-of-bitcoin/ 1:18:14 Coinbase Borrow https://twitter.com/coinbase/status/1455664736687722500 1:19:06 Stablecoin Report https://www.coindesk.com/policy/2021/11/01/biden-administration-to-congress-put-stablecoins-under-federal-supervision-or-we-will/ 1:21:33 China Digital Currency https://twitter.com/RyanSAdams/status/1456257274087763979?s=20

1:23:00 TAKES 1:24:30 NFT Breakfast https://twitter.com/zeneca_33/status/1454599139803779076?s=21 1:25:58 L1 Traffic https://twitter.com/ercwl/status/1454331785668608002?s=20 1:28:52 Play the Metaverse https://twitter.com/RyanSAdams/status/1455160580843712519?s=20 1:31:13 A Wallet is a Profile https://twitter.com/ohhshiny/status/1455270402788405254?s=21 1:32:14 Wikipedia https://twitter.com/trustlessstate/status/1455548002114879493?s=21 1:33:31 Never Seen a Bear https://twitter.com/ryansadams/status/1456001806992031755?s=21 1:37:46 Robots Use Ethereum https://twitter.com/ameensol/status/1456115235769647110?s=20 1:40:54 Gender Equality https://twitter.com/mdudas/status/1456285472326623242?s=20

1:41:31 What David’s Excited About 1:43:14 What Ryan’s Excited About

1:47:59 MEME of the Week https://twitter.com/niftynaut/status/1454142514487861251?s=20

----- 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 Dawn of Crypto Gaming | Robbie Ferguson Nov 04, 2021

Robbie Ferguson of ImmutableX returns to Bankless to discuss Immutable’s impressive growth and the momentous wave heading towards crypto gaming. The intersection of NFTs, culture, scale, and gaming are all on a collision course.

Immutable is powering TikTok’s first ever NFTs, and with a 10x increase in volume, well over 100 projects are building on Immutable X Token Launches.

Crypto gaming is coming. And for ImmutableX, it’s already here.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 10:00 Robbie & ImmutableX 17:08 Layer 2 and Partnerships 24:19 Building on Immutable 32:00 Starkware and Technology 40:45 The IMX Token 45:12 Data Availability & Fees 49:46 Centralization & Developing 55:15 Gaming & Value 1:03:43 Closing & Disclaimers

------ Resources:

Robbie on Twitter: https://twitter.com/0xferg?s=20

ImmutableX: https://www.immutable.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

Griff Green and the DAO | Layer Zero Nov 02, 2021

Griff Green is a builder and community manager in the Ethereum space. He is also a hippie, a former chemical engineer, and Seattle Supersonics super-fan. A true individual, Griff opted out of society after becoming disillusioned with modern institutions, traveling in a van with gold and silver until he heard about Bitcoin.

Falling down the crypto rabbit hole led Griff to become a deep Ethereum community member, eventually launching The DAO. The story of the DAO's beginnings, hack, and eventual hard for are the stuff of Sci-Fi. Filled with countless stories, this episode follows the life and times of a deeply fascinating member of Layer Zero.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:00 Griff Green & the SuperSonics 13:34 Chemical Engineering 18:20 Bankless with Gold 21:51 Bitcoin & Traveling 29:44 Into the Crypto World 35:07 Crypto Masters Degree 38:00 Ethereum Arrives 44:43 Entering the Community 51:29 Culture vs Price 56:00 Early Ethereum Culture 1:02:43 The DAO 1:07:20 Coming up with the DAO 1:13:25 Exploits 1:16:46 The DAO Token Creation 1:23:20 Explosion & Speculation 1:27:29 The Hack & Hard Fork 1:36:00 Dark DAO and Ethereum Classic 1:40:12 Hard Fork & Edge Cases 1:46:58 Lessons Learned 1:49:24 The Next 4 Years & Giveth 2:02:10 Closing

------ Resources:

Griff on Twitter: https://twitter.com/thegrifft?s=20

Giveth: https://giveth.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

90 - 5 Mental Models for Web3 | Chris Dixon Nov 01, 2021

Chris Dixon is a general partner at a16z, and gives Bankless listeners a masterclass in understanding the Web3 Metaverse in this episode.

There are five essential mental models to understanding why Web3 matters, and they overlap often throughout the course of the conversation.

Web3 has begun to impact all corners of digital culture, from media to finance, art and gaming, and even identity. Mental models allow for digestible thinking patterns to understand and predict the world, and Chris lays out how these new digital primitives are changing everything.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-5-mental-models

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------ 📣 DHARMA | Trade on Polygon! https://bankless.cc/dharma ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 8:00 Chris Dixon 12:09 Mental Models 16:29 Unpacking the Internet 25:43 Corporations vs Networks 30:17 Why Web3 Matters 35:30 Compete or Collaborate 43:25 Tokens are a New Digital Primitive 49:00 Users & Websites 54:45 Primitive NFTs 1:01:00 Take Rate is Opportunity 1:05:27 Culture & Ownership 1:11:07 Networks Becoming Economies 1:21:25 Power to the Users 1:28:48 It’s Just a Toy 1:37:20 a16z in 2021 1:42:10 Regulatory Landscape 1:45:58 2022 Predictions 1:49:23 Closing & Disclaimers

------ Resources:

Chris on Twitter: https://twitter.com/cdixon?s=20

Why Web3 Matters: https://twitter.com/cdixon/status/1442201621266534402?s=20

Why Decentralization Matters: https://cdixon.org/2018/02/18/why-decentralization-matters

----- 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: SHIB | WorldCoin | Twitter, Reddit, Disney NFT Platform | Facebook Meta Oct 29, 2021

4th Week of October, 2021

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------

Topics Covered:

0:00 Intro DAOpunks: https://twitter.com/DAOpunksNFT/status/1452700209029472258

7:00 MARKETS 7:20 BTC Price 7:54 ETH Price 8:50 ETH/BTC Ratio 10:25 DeFi Action 15:30 Uniswap Volume https://twitter.com/Uniswap/status/1452673839654113291?s=20 16:54 Polygon Transactions https://twitter.com/MihailoBjelic/status/1452797571227918342 18:47 8m ETH Staked https://launchpad.ethereum.org/en/ 19:44 Ethereum Fees https://twitter.com/drakefjustin/status/1392556085941350400?s=20

48:00 NEWS 48:13 Disney NFTs https://www.ledgerinsights.com/disney-to-launch-nft-digital-collectibles-with-veve/ 52:00 SHIB https://twitter.com/MorningBrew/status/1453445533754855433 59:52 WorldCoin https://twitter.com/sama/status/1451203161029427208?s=20 1:06:47 Goldman Likes DeFi https://blockworks.co/goldman-sachs-defi-has-its-advantages-over-traditional-finance/?oly_enc_id=9918E2523689A0T 1:07:30 Hacks Polygon: https://decrypt.co/83997/polygon-dodges-850m-hack-pays-record-2m-bounty Cream: https://thedefiant.io/cream-finance-third-largest-exploit/ Secure Apps: https://twitter.com/cyounessi1/status/1453377961198071816 1:13:57 Reddit NFT Platform https://www.thestreet.com/crypto/defi/reddit-is-building-an-nft-platform 1:15:54 Twitter NFTs https://twitter.com/wongmjane/status/1452373149689909248?s=20 1:17:20 Wordpress x Zora https://twitter.com/nnnnicholas/status/1453502239218225152?s=20 1:18:02 Photoshop NFTs https://www.theverge.com/2021/10/26/22745506/adobe-nft-art-theft-content-credentials-opensea-rarible-photoshop 1:18:55 Economist Cover https://decrypt.co/84508/economist-defi-rabbit-hole-nft-sells-419k-ethereum 1:19:56 Firefighters Pension https://www.coindesk.com/business/2021/10/21/houston-firefighters-pension-fund-makes-bitcoin-ether-purchase/ 1:20:55 El Salvador Buys BTC https://cointelegraph.com/news/el-salvador-buys-a-smokin-hot-420-more-bitcoin 1:21:16 Coinbase Lobbying https://www.theblockcrypto.com/post/121687/coinbase-spent-nearly-800k-on-lobbying-in-2021s-third-quarter-as-part-of-influence-revamp 1:22:32 Terra vs SEC https://www.scribd.com/document/534537134/Terraform-v-SEC 1:24:38 Mastercard 1:25:25 Regulation Rumors https://twitter.com/Dogetoshi/status/1452750423912296448?s=20 1:27:11 Eric Peters https://blockworks.co/one-river-ceo-eric-peters-crypto-is-most-interesting-macro-opportunity-and-investment/ 1:28:11 Polymarket Investigation https://twitter.com/CoinDesk/status/1451963547748028424?s=20

1:31:00 TAKES 1:31:30 Positive Feedback Loop https://twitter.com/TrustlessState/status/1453483897778421767?s=20 1:35:17 Unconstitutional Fed https://twitter.com/ronpaul/status/1451940261400096775?s=21 1:37:13 Hyperinflation https://twitter.com/jack/status/1451733913961783299?s=20 1:40:05 Why Fiat Worked https://twitter.com/RyanSAdams/status/1452703301846413312?s=20 1:43:39 Unrealized Gains Tax https://twitter.com/matthuang/status/1452477175655919616?s=21 1:47:02 Facebook Whistleblower https://twitter.com/Jessicalessin/status/1452441900808433667?s=20 1:48:32 Owning NFTs https://twitter.com/3LAU/status/1452774836153905155?s=20

1:48:55 What David’s Excited About 1:50:20 What Ryan’s Excited About

1:55:12 MEME of the Week https://twitter.com/banklesshq/status/1452263812183347201?s=21

----- Not financial or tax advice.

See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

DEBATE: BTC vs ETH; Which is more Sound Money? Oct 28, 2021

BTC vs. ETH. It's the crypto title fight.

Crypto is a non-zero sum game, but there can only be one #1 blockchain. Which of the two giants has the better monetary policy? What about roadmap? Community? Culture?

Tune in as the two communities square off to find out which protocol is the more sound.

***** POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 4:00 Dennis, Muneeb, and Justin 7:09 What is Money? 11:18 Soundness 14:32 Properties of Bitcoin 19:45 Bitcoin's Security 25:33 Stacks vs Rollups 31:55 Blockspace Value 35:25 Fee Markets & Security 41:05 Properties of Ethereum 45:08 Weak Subjectivity 53:07 Proof-of-Stake 1:01:55 Money vs Smart Contract Platform 1:08:17 Stacks 1:13:24 Money & Execution Layers 1:17:25 Attacking the Network 1:25:27 Slashing & Hard Forks 1:30:37 Soundness & Monetary Policy 1:39:02 Ossifying and Innovation 1:43:29 Closing & Disclaimers

Resources:

Justin on Twitter: https://twitter.com/drakefjustin?s=20

Dennis on Twitter: https://twitter.com/Dennis_Porter_?s=20

Muneeb on Twitter: https://twitter.com/muneeb?s=20

----- 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

Ultra Scalable Ethereum - Modular vs Monolithic Blockchains Oct 27, 2021

In a special State of the Nation episode, David and Ryan unpack the concept of 'modular blockchains'.

Are modular blockchains the path to ultra blockchain scalability? YES!

***** POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 10:00 Consensus, Data, and Execution 16:55 The Scalability Trilemma 22:18 Developing in Parallel 29:00 Computer Chips & Nature 35:02 Modular Blockchain Design 43:10 Sharding & Data Availability 51:23 Consensus & Proof of Stake 57:06 Decentralization 1:01:55 Synergies 1:06:30 More Security 1:10:59 Future of Monolithic Blockchains 1:19:32 Triple Point Asset 1:25:19 Ultra Scalable Ethereum 1:31:45 Interest of the Token Holders 1:35:24 Ethereum's Roadmap 1:37:45 Closing & Disclaimers

------ Resources:

Modular is Revolutionary: https://polynya.medium.com/processors-blockchains-modular-is-revolutionary-ded01824b603

Market Monday: https://newsletter.banklesshq.com/p/ethereum-2025

----- 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

Camila Russo | Layer Zero Oct 26, 2021

Camila Russo is the author of The Infinite Machine and founder of The Defiant, the DeFi-focused media company. Camila has a rich backstory, taking her from Chile to Argentina, Miami, Madrid, Chicago, and eventually New York. With an entrepreneurial spirit and a passion for storytelling and journalism, Cami has earned her reputation as a leader in the space.

As the Defiant expands into new territories of both data and content, Camila discusses her story of breaking into the world of journalism and finding crypto. As institutions flock to the space, it’s important to remember that stories and narratives are what capture the heart and minds of the people.

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------

Topics Covered:

0:00 Intro 3:30 Cami Russo & South America 9:20 Entrepreneurial Spirit 15:22 Cami’s Start 21:28 Educating 25:35 The Dopamine of Scoops 31:05 Bitcoin to Ethereum 40:00 Why Ethereum? 46:05 Joining the Community 52:40 The Infinite Machine 1:01:23 The Power of Stories 1:07:44 Starting the Defiant 1:15 :08 Talking Shop 1:23:04 Narrative & Subjectivity 1:26:38 Maximally Successful Defiant 1:30:30 Closing

------ Resources:

Camila on Twitter: https://twitter.com/CamiRusso?s=20 The Defiant: https://thedefiant.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

89 - Institutions are Bullish | Eric Peters Oct 25, 2021

Eric Peters is the Founder and CEO of One River Digital Asset Management. In this episode, he joins the Bankless Podcast to bring the perspective of a traditional hedge fund manager into a crypto context. Spending his career in the markets, his insights to the macro environment are vast and inform his investing decisions, and he sees crypto as a pathway to a renaissance – but also to a dystopia.

Seeing a 'quantum' level change underway, Eric explores the bumpy road ahead with thoughtful views on generation gaps, income inequality, and the power of digital assets. Eric's approach is a pragmatic one, addressing the crypto revolution in realistic terms that makes these paradigm shifts feel simultaneously instant and drawn out.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-institutions-are

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 6:00 Eric Peters of Greenwich, CT 12:45 Buying $600M of Crypto 16:25 Building a Team 23:55 A Macro History Lesson 32:19 A Quantum Change 40:20 Dystopia or Renaissance 49:16 Bumpy Road Ahead 55:12 Generational Stresses 1:03:25 Faith In Currency 1:10:52 Regulatory Wrestling Match 1:15:42 Young, Dumb, and Broke 1:24:48 DeFi Boomers 1:29:00 Money is an Illusion 1:37:49 One Grave at a Time 1:42:20 Predictions 1:46:39 Closing & Disclaimers

------ Resources:

Weekend Notes: https://www.oneriveram.com/wknd-notes

The Case for Digital Assets: https://www.oneriveram.com/s/The-Case-for-Digital-Assets-One-River.pdf

The Crypto Renaissance: https://youtu.be/karddOiv4ZA

----- 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

Bridging Rollups, Sidechains, and Ethereum | Hop Protocol Oct 24, 2021

Bankless Nation, meet Chris Whinfrey, CEO and Founder of Hop Protocol. Hop is a liquidity protocol that allows users to transfer assets across different Layer 2's and Rollups, currently supporting Ethereum Mainnet, Polygon, xDai, Optimism, and Arbitrum.

Removing the bottlenecks of returning to the L1 is a massive step forward in making Ethereum a modular, scaled ecosystem. Hop has contracts on Layer 1 and Layer 2s, with Hop tokens accounting for the exchanged liquidity across platforms.

With an emphasis on Hop's technical capabilities and user experience, we the project from top to bottom and the implications of what composability can do for DeFi.

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 4:00 Chris Whinfrey of Hop Protocol 7:28 What Does it Mean To Hop? 15:03 Accounting for Assets 21:35 Bank Runs & Incentives 26:00 Non-EVM Chains 29:34 Providing Liquidity & Yield 36:20 Faster, Cheaper, Stronger 40:19 Hop’s Organization & Roadmap 43:20 Other Interests… NFTs & DAOs 46:02 Closing & Disclaimers

------ Resources:

Chris on Twitter: https://twitter.com/WhinfreyChris?s=20

Hop Links - Twitter: https://twitter.com/HopProtocol?s=20 - Discord: https://discord.gg/PwCF88emV4 - Exchange: https://hop.exchange/

----- 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: Bitcoin ETF | Coinbase NFT Platform | PleasrDAO Wu Tang Clan | Polygon & Draft Kings | Steam Oct 22, 2021

3rd Week of October, 2021

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro

3:15 MARKETS 3:30 BTC Price Swiss Franc: https://twitter.com/BitcoinMagazine/status/1450840947806380032?s=20 6:03 ETH Price JP Morgan: https://twitter.com/CryptoGucci/status/1451186937100845057/photo/1 7:55 ETH/BTC Ratio 12:51 DeFi All Time High 16:40 BED Index https://www.indexcoop.com/bed 17:20 Layer 2 https://l2beat.com/ 18:12 EIP 1559 https://twitter.com/tokenterminal/status/1449737786106523649?s=21 21:10 Polygon Addresses https://twitter.com/sassal0x/status/1448960122399576068?s=20 21:31 Elon Memes https://twitter.com/elonmusk/status/1451015695106560000?s=21

23:00 RELEASES 24:00 Futureswap v4 https://twitter.com/futureswapx/status/1448382775912923136 25:28 ENS Websites https://twitter.com/BrantlyMillegan/status/1447608175805485069?s=20 26:32 Wyoming DAOs https://twitter.com/banklessDAO/status/1450133430860140547?s=20 28:22 Connext Explorer https://twitter.com/ConnextNetwork/status/1450456240497307659?s=20

29:13 RAISES 29:56 Obol https://www.theblockcrypto.com/post/120960/obol-technologies-seed-funding-crypto-staking-protocol 31:04 Polynomial https://medium.com/polynomial-protocol/polynomial-raises-1-1m-to-build-a-defi-options-marketplace-d8e613740dfc 31:45 Element https://www.coindesk.com/business/2021/10/19/defi-protocol-element-finance-raises-32m-in-series-a-round/ 32:51 Bitwise & Polygon https://twitter.com/0xpolygon/status/1450816681991806976?s=21 33:59 Variant https://decrypt.co/83772/andreessen-horowitz-vets-launch-110m-crypto-ownership-fund 34:47 Galaxy Interactive https://decrypt.co/83769/galaxy-crypto-fund 35:29 FTX $420,690,000 https://twitter.com/CoinDesk/status/1451156573154390020?s=20 36:53 Candy https://www.theblockcrypto.com/linked/121632/nft-startup-candy-digital-raises-100-million-in-series-a-round 38:01 Stronghold https://www.theblockcrypto.com/linked/121444/bitcoin-mining-stronghold-127-million-ipo

38:54 Jobs https://pallet.xyz/list/bankless/jobs

1:34:00 TAKES 1:35:00 Cave Paintings https://twitter.com/mattmedved/status/1448823527621148673?s=21 1:35:52 My First NFT https://twitter.com/mattmedved/status/1448136034567397377?s=21 1:36:12 NFTs are a Scam https://twitter.com/AdamSacks/status/1450521593684402184?s=20 1:36:57 DAO 2 DAO https://twitter.com/anonngmi/status/1449145793789808640?s=21 1:37:53 Crypto TAM https://twitter.com/trustlessstate/status/1450653292283916292?s=21 1:40:04 New Regulators https://twitter.com/twobitidiot/status/1450560238101336070?s=20

1:40:49 What David’s Excited About 1:45:22 What Ryan’s Excited About

1:47:41 MEMEs of the Week https://twitter.com/androolloyd/status/1450413543279505410?s=20 https://twitter.com/lay2000lbs/status/1448766694328094721?s=20

1:51:33 Closing & Disclaimers

------ https://newsletter.banklesshq.com/p/bankless-disclosures

89 - A New Era for DeFi | Scoopy Truples of Alchemix Oct 21, 2021

Scoopy Truples from Alchemix returns to Bankless to update us on what lies ahead for the protocol, and more broadly, the DeFi ecosystem.

Alchemix v2 is on the horizon, which will allow for much more composability and integration with the rest of DeFi, as well as introducing new means of collateral such as LUSD and MIM. Scoopy also details plans for Layer 2 and Cross-Chain launches.

The second half of the conversation turns to DeFi 2.0, which Scoopy outlined in this epic twitter thread. This new generation of DeFi projects introduce a new primitive for bootstrapping liquidity and capital to a protocol, which traditionally has been achieved via incentivized liquidity pools.

This new model allows protocols to purchase LP positions and accrue value more sustainably, discouraging mercenary capital that leaves when rewards taper off. Scoopy brings big ideas and digestible explanations to this complicated topic, contextualizing what may become a new era for DeFi.

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 3:30 Scoopy Truples & Alchemix v2 8:02 Optimizing Yield 13:03 Community & alETH Vault 21:23 Layer 2 & Cross-Chain 29:58 Governance & Participation 37:00 DeFi 2.0 and Olympus DAO 49:16 How it Works 54:39 Flushing out Toxic Liquidity 58:24 Adopting this Primitive 1:01:23 Tokemak 1:03:54 Closing & Disclaimers

------ Resources:

Scoopy on Twitter: https://twitter.com/scupytrooples?s=20 Scoopy’s DeFi 2.0 Thread https://twitter.com/scupytrooples/status/1447398430574141445?s=20

Alchemix Links: - Twitter: https://twitter.com/AlchemixFi?s=20 - Discord: https://discord.com/invite/alchemix - Website: https://alchemix.fi/

----- 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 Secret Weapon of DeFi 2.0 | Zeus from Olympus DAO Oct 20, 2021

(3,3)

Olympus DAO and its native OHM token have taken over the meme-osphere. With its novel tokenomics, it has become an emergent powerhouse in this DeFi 2.0 phenomenon. With Olympus Pro on the way, the DAO seeks to change the current mercenary structures of yield farming and replace it with a sustainable and stable ecosystem.

------ 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------ Topics Covered:

0:00 Intro 7:00 Zeus and DeFi 2.0 10:21 Traditional Liquidity Mining 15:39 Protocol-Owned Liquidity 25:11 Bonding & Treasuries 30:41 Realigning Incentives 36:50 Are There Tradeoffs? 44:13 Olympus Pro 52:52 New Generation of Protocols 57:00 Olympus DAO 1:02:24 Branding as a Currency 1:08:47 Ponzi Games & Haters 1:16:44 The Ohmies & DeFi 2.0 1:20:40 Closing & Disclaimers

------ Resources:

Zeus on Twitter: https://twitter.com/ohmzeus?s=20

Olympus DAO: https://www.olympusdao.finance/

----- 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

Danny Ryan | Layer Zero Oct 19, 2021

Danny Ryan is an Ethereum 2.0 researcher at the Ethereum Foundation, but he is also a cat owner, husband, and outdoors enthusiast. With some of the longest hair in crypto, Danny is solving extremely difficult and important problems at the protocol level for Ethereum. He is a communicator and a thinker—he is technical but also personable.

Danny is a human at the center of this movement, navigating through high-stakes subjective decisions and surrounded by smart, passionate people. This conversation also covers what it’s like working for a protocol. What’s it like working without a boss and concrete job description?

Danny’s answer? He cares a lot.

***** 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether *****

🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------

Topics Covered:

0:00 Intro 4:00 Danny Ryan & His Hair 8:50 Coding & Building 12:45 Communicating 19:37 Subjective Decisions 25:05 Existential Risks 31:35 Work Culture & Accountability 38:08 After Ethereum 41:21 Proof of Stake 45:36 Social Interactions 51:42 More Proof of Stake 55:40 Bitcoin 58:10 Clean Money 1:00:15 Happy Devs & the Mock Merge 1:06:01 Personal Stuff 1:14:55 Closing

------ Resources:

Danny on Twitter: https://twitter.com/dannyryan?s=20

----- 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

88 - Forward With Crypto | Andrew Yang Oct 18, 2021

Andrew Yang is a former Presidential and Mayoral candidate, entrepreneur, and founder of the new Forward Party. Seeking ways to push our democracy into the future, Andrew has championed novel ideas to improve the deep intrinsic problems of the current two-party system.

We see aligned interests between the Forward Party and the crypto community, and Andrew says during the episode that the Forward party IS the Crypto party. Re-establishing legitimacy to our institutions, evolving our governance system, and upgrading our economic protocols are shared interests of Andrew Yang and the Bankless Nation. We are stoked to have Andrew on the podcast, so dive in for a fascinating discussion of what's wrong with our current system and what we can do to fix it.

✨ EPISODE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-forward-with-crypto

------ 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------

Topics Covered:

0:00 Intro 8:00 Andrew Yang & Crypto 13:20 American Democracy 17:38 A Third Path 24:51 Banking is Broken 30:19 Big Tech 34:45 Open Primaries 43:47 A More Intelligent System 51:00 Crypto UBI 57:57 Crypto and the Forward Party 1:04:19 Lobbying & Stigma 1:10:27 Clarity and Platforms 1:15:01 The Forward DAO 1:22:00 andrewyang.eth 1:24:57 Optimism about the 2020s

------ Resources:

Andrew Yang on Twitter: https://twitter.com/AndrewYang?s=20

Andrew's Book 'Forward' https://www.penguinrandomhouse.com/books/667341/forward-by-andrew-yang/

Forward Party on Twitter: https://twitter.com/Fwd_Party?s=20

Welcome to Bankless: https://shows.banklesshq.com/p/-welcome-to-bankless-2021-edition

----- 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: Coinbase NFTs | Bitcoin ETF | DeFi 2.0 | Andrew Yang | Joe Biden Oct 15, 2021

2nd Week of October, 2021

------ 📣 POOLTOGETHER | DEFI LOTTERY https://bankless.cc/PoolTogether ------

BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🧙‍♀️ ALCHEMIX | SELF-PAYING LOANS http://bankless.cc/Alchemix

------

Topics Covered:

0:00 Intro

6:30 MARKETS 6:49 BTC Price 7:18 ETH Price 7:55 ETH/BTC Ratio 9:40 DeFi Action 13:34 Layer 2 https://l2beat.com/ 14:16 EIP 1559 https://ultrasound.money/ 16:55 Funds Bullish https://blockworks.co/coinshares-survey-ethereum-most-compelling-for-growth/?oly_enc_id=9918E2523689A0T 18:51 Crypto Population https://triple-a.io/crypto-ownership/ 20:44 ETH Miners https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-99f 22:15 Gas Markets https://twitter.com/drakefjustin/status/1448271939563315207?s=20

46:00 NEWS 46:32 Coinbase NFTs https://blog.coinbase.com/coinbase-nft-is-coming-soon-join-the-waitlist-today-for-early-access-cc7bac29fd72?gi=349fbf228b8 49:18 Hester Peirce https://twitter.com/RyanSAdams/status/1448019986480574469?s=20 57:04 Biden Executive Order? https://www.bloomberg.com/news/articles/2021-10-08/white-house-weighs-wide-ranging-push-for-crypto-oversight 1:02:00 German Auto1 FT https://finbold.com/german-auto-company-becomes-the-first-in-eu-to-finance-cars-on-ethereum-blockchain/ 1:03:45 Polygon Gas Hikes https://thedefiant.io/polygon-transaction-fee-hike/ 1:05:12 MakerDAO Tax Talk https://thedefiant.io/makerdao-taxes-incorporation-debate/ 1:07:21 ETH2 Merge https://twitter.com/benjaminion_xyz/status/1446516207159582743 1:08:20 Visa NFTs https://www.coindesk.com/business/2021/10/13/visa-launching-nft-program-to-support-digital-artists/ 1:09:09 Viacom NFTs https://www.theblockcrypto.com/linked/120400/crypto-startup-deal-with-viacomcbs-could-lead-to-spongebob-and-south-park-nfts 1:11:22 NFTs Launching Tokens 1:12:35 NYSE BTC ETF https://twitter.com/Matt_Hougan/status/1448644459122475008?s=20 1:13:45 Hashpower Moving West https://www.coindesk.com/business/2021/10/13/us-claims-bitcoin-mining-crown-following-china-crackdown/ 1:15:14 DeFi Moving West 1:15:34 Sam Bankman-Fried 1:19:43 Lummis Long BTC 1:20:35 Sorare Under Investigation 1:21:15 News Quick Takes

1:24:30 TAKES 1:25:30 Digital Nations https://twitter.com/TrustlessState/status/1446301490981703682?s=20 1:26:50 It’s the 1790s https://twitter.com/TrustlessState/status/1446301490981703682?s=20 1:29:30 Vitalik on Bukele https://twitter.com/ofnumbers/status/1446500137400999951?s=20 1:34:18 Vibes https://twitter.com/awrigh01/status/1447704830814867459?s=21 1:37:03 NFTs Have Time https://twitter.com/zeneca_33/status/1448164983393689604?s=21 1:37:58 Pirates https://twitter.com/bertcmiller/status/1448068826604707844?s=21 1:38:58 NFTs vs Supply Chains https://twitter.com/TrustlessState/status/1448657550358974480?s=20

1:40:28 What David’s Excited About 1:42:40 What Ryan’s Excited About

1:45:17 MEME of the Week https://twitter.com/husker_eth/status/1448077307776839683?s=21

----- 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. Do your own research.

Crypto Gaming Panel | Loot Squad, Yield Guild, Illuvium Oct 14, 2021

The magnitude of crypto gaming is increasingly clear, for those paying attention. For Bryce Johnson of Loot Squad, Gabby Dizon of Yield Guild, and Kieran Warwick of Illuvium, crypto gaming is inevitable.

Existing at the intersection of finance, gaming, and culture, this sector has a gargantuan addressable market. Axie Infinity has tapped into the passion and potential of dedicated communities, building an entire economy around its protocol. As the traditional gaming market flounders, new strides are being taken to revolutionize how we game, how we work, and how we own.

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered

0:00 Intro 6:00 What To Call This? 11:16 Play-to-Earn 15:56 Loot Squad 19:38 Yield Guild 24:21 Illuvium 30:54 How Big is Crypto Gaming? 37:43 Community 42:32 Making People Nice 50:00 Will Games Still Be Fun? 58:15 Ponzi Games 1:01:24 Crypto Gaming Roadmap 1:07:14 Closing & Disclaimers

------ Resources

Bryce on Twitter: https://twitter.com/brycent_?s=20 Gabby on Twitter: https://twitter.com/gabusch?s=20 Kieran on Twitter: https://twitter.com/KieranWarwick?s=20

------ 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

Rari's March to $1 Billion | Jai Bhavnani (SotN) Oct 13, 2021

Jai Bhavnani is the Co-Founder of Rari Capital, the DAO behind a quickly growing suite of DeFi protocols. Most popular is Fuse, the open interest rate protocol that allows users to lend and borrow digital assets. As Fuse approaches $1B total value locked, Rari recently announced permissionless Fuse pool creation. This means that anyone with liquidity can create a money market for their digital asset of choice.

Rari finds itself at the center of what is being described as DeFi 2.0, a loose collection of newer DeFi protocols which orbit around novel tokenomics, game theory, and memes. Tune in to find out where Rari sits among resident DeFi blue chips, and the future of young people pioneering in the crypto space.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants/dharma

------ Topics Covered:

0:00 Intro 10:00 Jai Bhavnani 16:22 Rari Capital 20:47 The Long Tail & Risk 29:02 Assessing Risk & Yield 33:08 Total Value Locked 38:46 Roadmap 44:00 ZoomerFi, DeFi 2.0 52:47 Build Fast, Break Fast 58:19 Crossing $1B 1:00:51 Regulation & Zoomers 1:04:54 What's Left to Build? 1:08:12 Closing & Disclaimers

------ Resources:

Jai on Twitter: https://twitter.com/jai_bhavnani?s=20

Rari Capital: https://rari.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

Pet3r Pan | Layer Zero Oct 12, 2021

Pet3r Pan got into crypto around 2017, writing his Before Bitcoin series and finding his way into the Ethereum community. As a core member of the movement, Pet3r is one of the earliest DAO pioneers as a champion of Metacartel.

This conversation revolves around the power of curating people and projects. Metacartel has instantiated itself as a loose-ish collective of certified 'good people.' Trust, positive sum personalities, and vibes are all forms of capital under this new paradigm. It's pretty cool.

------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Lido

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants/dharma

------ Topics Covered:

0:00 Intro 4:00 Pet3r Pan & Before Bitcoin 8:18 Getting Started in Crypto 14:21 Tech Startups 18:39 Communities and Vibing 27:33 Genesis of the Culture 34:35 Metacartel Origins 43:00 Becoming a DAO 53:54 Making DAOs Cool Again 58:01 Why Care? 1:05:14 Sustainablility 1:10:32 Financial vs Social Capital 1:17:29 Trust & Culture 1:21:59 Defining Metacartel 1:27:40 The Vision 1:32:06 Closing

------ Resources:

pet3rpan on Twitter: https://twitter.com/pet3rpan_?s=20

Before Bitcoin Part 1: https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-one-e199f02ca380

Before Bitcoin Part 2: https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-two-94c4576005

Before Bitcoin Part 3: https://pet3rpan.medium.com/before-bitcoin-pt-3-90s-cryptowars-e857915fab82

Before Bitcoin Part 4: https://pet3rpan.medium.com/before-bitcoin-pt-4-00s-new-millenium-426d6e3dcb1a

The Digital Culture Revolution: https://newsletter.banklesshq.com/p/the-digital-culture-revolution

----- 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

87 - The Future of Maker | Rune Christensen Oct 11, 2021

Rune Christensen is the Founder of MakerDAO and one of the pioneers of the DeFi space. As one of the earliest DeFi protocols, Maker set precedents for tokenomics, governance, and use cases. Maker is setting new precedents with the recent announcement of Société Générale's proposal for a Maker loan using bond tokens.

As a thought leader in Crypto, Rune has had some fascinating takes lately on the plausibility of a multichain future, as well as how incentives can turn DAI into a clean money. From maximalism to environmentalism, this conversation explores it all.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 7:00 Rune Christensen of MakerDAO 12:20 Société Générale 20:32 Why Maker? 23:48 Criticizing the Multi-Chain World 41:19 Optimizing for Home 49:06 On Maximalism 58:13 Nativity and Monetary Premium 1:07:47 Does Decentralization Matter? 1:12:53 Multi-Chain Propaganda 1:20:00 Maker as Clean Money 1:29:56 Aligning Human & Market Values 1:41:05 Environmental Economic Crisis 1:46:26 How Maker Gets Clean 1:53:24 Narratives 2:02:41 Solarpunk Tokenomics 2:09:53 Updates on DeFi 2:12:12 Closing & Disclaimers

------ Resources:

Rune on Twitter: https://twitter.com/RuneKek?s=20 MakerDAO: https://makerdao.com/en/ The Case for Clean Money: https://twitter.com/RuneKek/status/1445072416598859781?s=20 The L1 Future: https://twitter.com/RuneKek/status/1436454065760788483?s=20

----- 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

David and Anthony on Monolithic vs Modular Blockchains Oct 09, 2021

Hey Bankless Nation

Here's some weekend content for you!

Every now and then, Anthony Sassano and David hop into a live stream and chat about things. We thought the conversation was especially useful this week, so we're putting it on the podcast feed.

Enjoy!

------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

----------- 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/b...

ROLLUP: Tik Tok NFTs | Facebook Goes Down | Société Générale & MakerDAO | Ethereum 2.0 Merge Updates Oct 08, 2021

1st Week of October, 2021

------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro 6:10 Markets 6:20 BTC Price 6:53 ETH Price 7:55 ETH/BTC Ratio 9:54 DeFi Action 12:35 Layer 2 https://l2beat.com/ 13:58 EIP 1559 https://twitter.com/yugacohler/status/1445465542882594820?s=20 17:30 Settling Value https://twitter.com/RyanWatkins_/status/1445020156984537092?s=20 19:49 Zapper Monthly Active Users https://twitter.com/sebaudet26/status/1445222731058974721?s=20 20:29 Q3 Breakdown https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-846

27:00 RELEASES 28:00 Axie DEX https://www.theblockcrypto.com/linked/119283/axie-infinity-is-launching-a-decentralized-exchange 30:01 Context https://twitter.com/context/status/1444038168739602435 https://context.app/feed/cryptopunks

31:51 Lido Dashboard https://twitter.com/LidoFinance/status/1445712382827716612?s=20 33:04 Clean DAI https://twitter.com/RuneKek/status/1445072416598859781?s=20 36:01 State of the DAOs https://banklessdao.substack.com/p/state-of-the-daos-0-oct-6th-2021 36:57 Raises Axie: https://www.techinasia.com/axie-infinity-developer-raise-150m-andreessen-horowitzled Ramp: https://www.theblockcrypto.com/post/119386/warsaw-based-crypto-startup-ramp-hits-300-million-valuation-in-series-a-raise-sources 39:21 Jobs https://jobs.banklesshq.com/

41:26 NEWS 41:36 TikTok NFTs

https://twitter.com/Immutable/status/1443621824651149312?s=20

https://www.dazeddigital.com/science-tech/article/54381/1/lil-nas-x-is-fronting-tiktok-s-debut-nft-collection

1:09:35 Tax Loophole https://www.cnbc.com/2021/09/29/wash-sale-rules-could-apply-to-bitcoin-and-ethereum-in-spending-bill.html 1:11:20 Regulating Stablecoins https://www.wsj.com/articles/biden-administration-seeks-to-regulate-stablecoin-issuers-as-banks-11633103156?page=1 1:12:13 SEC Investigating Circle https://twitter.com/coindesk/status/1445194700441391105?s=21 1:15:39 Quick News Powell: https://twitter.com/Blockworks_/status/1443612299584024582?s=20 BitGo: https://www.theblockcrypto.com/post/119751/bitgo-exec-corporates-are-asking-weekly-to-add-bitcoin-to-their-balance-sheet Utopia Labs: https://twitter.com/utopialabs_/status/1443974562467631105?s=20 RICKS: https://twitter.com/_Dave__White_/status/1445787515848253455?s=20

1:18:30 TAKES 1:19:30 5-10 Year Thesis https://twitter.com/sassal0x/status/1445195117627797506?s=20 1:23:18 After Hours https://twitter.com/joelallouz/status/1445547333182103555?s=21 1:23:58 Source of Truth https://twitter.com/trustlessstate/status/1445602552205099009?s=21

1:24:55 The Stapler https://twitter.com/nanexcool/status/1445950706561830913?s=20 1:25:42 Blockchain Trends https://twitter.com/awrigh01/status/1445495850730278912?s=20 1:26:44 Modular Blockchains https://twitter.com/ChainLinkGod/status/1445897530517049351?s=20 1:27:44 Vortex of Value https://twitter.com/AminCad/status/1444612109430505473?s=20

1:29:45 What David’s Excited About 1:31:03 What Ryan’s Excited About

1:37:54 MEME(s) OF THE WEEK https://twitter.com/nansen_ai/status/1446016393174917127?s=20

https://www.reddit.com/r/ethereum/comments/q1t5qk/the_merge_is_coming/

https://twitter.com/benjaminion_xyz/status/1445778153809453059?s=20

Moment of Zen

https://twitter.com/poltrackrr/status/1445099550071480320?s=20

----- 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/b...

The dYdX Boom | Antonio Juliano (10/6) Oct 06, 2021

Save 10% on dYdX trading fees! https://trade.dydx.exchange/r/bankless ------ In September 2021, dYdX did more trade volume than Coinbase for the first time. The growth in the scaled trading protocol has been astounding, and this has been no coincidence. dYdX has pioneered Layer 2 solutions along with Starkware's ZK Rollup, and the result has been an explosion of perpetual swaps and deep liquidity pools on dYdX's native rollup.

Antonio Juliano returns to Bankless to discuss the parabolic growth of dYdX, the plans for its governance & utility token, and the future of decentralized derivatives.

State of the Nation is livestreamed on Tuesdays at 11am PT / 2pm ET.

------

SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion ------ BANKLESS SPONSOR TOOLS:

GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants/dharma

------ Topics Covered:

0:00 Intro 8:30 Antonio Juliano of dYdX 11:06 dYdX vs. Coinbase 15:50 Who's Trading? 19:09 Behind the Success 24:31 Layer 2 & TVL 32:40 Order Book 38:45 The Largest Exchange 42:03 Competing with FTX 47:30 Decentralization 52:58 The DeFi Spectrum 57:20 Pioneering Scale & Layer 2 1:04:48 Ethereum Layer 1 1:07:48 Regulatory 1:12:41 Successful dYdX 1:16:10 Closing & Disclaimers

------ Resources:

Antonio on Twitter: https://twitter.com/AntonioMJuliano?s=20 dYdX: https://dydx.exchange/ How to Trade: https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup How to Earn: https://newsletter.banklesshq.com/p/a-guide-to-earning-on-dydx

----- 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

TL;DR | The China Ban Can't Stop New DeFi Oct 05, 2021

Follow Luke on Twitter! https://twitter.com/luke_spotlong

------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants/dharma

------ Topics Covered:

0:00 Intro Zerion https://bankless.cc/Zerion

0:45 Crypto Gaming Podcast with Arianna Simpson https://shows.banklesshq.com/p/the-crypto-gaming-revolution

3:29 Coordination Layer Zero with Kevin Owocki https://shows.banklesshq.com/p/-layer-zero-kevin-owocki

5:27 Fixed Yield Guide to Barnbridge https://newsletter.banklesshq.com/p/how-to-earn-fixed-yield-on-barnbridge

5:53 Options on Layer 2 Guide to Lyra https://newsletter.banklesshq.com/p/a-guide-to-options-on-lyra

6:29 New DeFi Is Rari Undervalued? https://newsletter.banklesshq.com/p/is-rari-undervalued

7:09 Regulation is Bullish Market Monday https://newsletter.banklesshq.com/p/build-faster-market-monday Podcast with Sahil Bloom https://shows.banklesshq.com/p/evergrande-and-chinas-crypto-ban

9:17 Closing & Disclaimers

----- 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

Mariano Conti | Layer Zero Oct 05, 2021

Mariano Conti is a pillar in the crypto space. Known for revolutionizing smart contracts with Maker, he has built a long resume of building and investing in key projects. He's also a fascinating human being with a unique story.

Tune in to hear Mariano's takes on how the pandemic shaped crypto's narrative, Bull vs Bear markets, finding passion and community, and his musings on going anonymous.

------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants/dharma

------

Topics Covered:

0:00 Intro 3:30 Mariano Conti’s Travels 8:17 Crypto & COVID 11:58 Financial Concerns 20:42 New Paradigm 28:22 New vs Old 34:32 Attention Maximalist 40:30 Mariano Pre-Crypto 50:14 Early Engineering & Investing 55:48 Work Ethic & Passion 1:01:09 Cult & Society 1:06:55 Churn 1:11:00 Builder-Focused Community 1:15:53 Clout, Ego, and Twitter 1:22:32 Anon & What’s Next 1:32:06 Closing

------ Resources:

Mariano on Twitter: https://twitter.com/nanexcool?s=20

----- 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

86 - OpenSea & The Business of NFTs | Devin Finzer Oct 04, 2021

Devin Finzer, founder & CEO of OpenSea, returns to Bankless to discuss the NFT boom and the role of OpenSea at the center of it all. From Devin's perspective, the energy surrounding NFTs right now is crypto native. This means that this boom starts at the center of crypto culture and extends outwards from there.

We also discuss scaling and gas fees, the spectrum of centralization, the metaverse, and the OpenSea's recent front-running scandal. Building with an open mind and conviction is a key reason why OpenSea finds itself at the center of the NFT markets today, and it looks like we may just be getting started.

✨EXCLUSIVE EPISODE DEBRIEF✨ https://shows.banklesshq.com/p/exclusive-debrief-opensea-and-the

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------ 📣 ZERION | Your Gateway to the Metaverse! https://bankless.cc/Zerion ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ Topics Covered:

0:00 Intro 4:00 Devin Finzer 6:05 The Crypto Native NFT Boom 9:15 Building With an Open Mind 11:36 OpenSea at the Center 18:06 Scaling Under Pressure 22:24 Gas Fees 25:01 Social Media & Users 32:00 Before OpenSea & The Bear 39:50 When NFTs Heated Up 41:45 The Front Running Scandal 48:21 The Centralization Spectrum 55:31 What’s the Metaverse? 58:24 Rapid Fire Questions 1:01:43 Closing & Disclaimers

------ Resources:

Devin on Twitter: https://twitter.com/dfinzer?s=20 OpenSea: https://opensea.io/ NFT Bull Market Episode: https://youtu.be/cmLJHlNlH1s

----- 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: China Crypto Ban | NFTs & Bitcoin on Twitter | Compound Bug | Virgil Griffith Oct 01, 2021

Last Week of September, 2021

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------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

💧LIDO | DECENTRALIZED STAKING https://bankless.cc/Matcha

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro

8:15 MARKETS 8:45 BTC Price 9:18 ETH Price 11:45 ETH/BTC Ratio 12:39 DeFi Action 16:10 EIP 1559 https://dataalways.substack.com/p/below-the-surface-of-eip-1559 20:07 dYdX https://twitter.com/AntonioMJuliano/status/1442234625120608256?s=20 24:06 Settlement Assurances Nic’s Article: https://medium.com/@nic__carter/its-the-settlement-assurances-stupid-5dcd1c3f4e41 David’s Talk: https://youtu.be/z3ufil39z5o 34:39 Reserve Asset of DeFi https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-a0e 35:48 Polygon Daily Active Addresses https://twitter.com/MihailoBjelic/status/1443041767725674499?s=20 37:16 TracerDAO https://tracer.finance/

39:00 RELEASE 40:00 Connext NXTP Protocol https://www.coindesk.com/tech/2021/09/28/connext-launches-nxtp-protocol-to-improve-liquidity/ 42:42 Andre’s OpenSea Competitor https://www.coindesk.com/tech/2021/09/24/andre-cronjes-new-nft-marketplace-is-a-vampire-attack-suicide-pact/ 45:25 Coinbase Direct Deposits https://blockworks.co/coinbases-new-direct-deposit-feature-allows-users-to-get-paychecks-in-crypto 47:45 USDC Enabled Funds https://twitter.com/angellist/status/1442901252552101888?s=21 48:06 Affirm Super-App https://www.bloomberg.com/news/articles/2021-09-28/affirm-to-debut-crypto-debit-products-in-push-toward-super-app 49:54 Polygon x Index Coop https://twitter.com/crypto_texan/status/1443292276940316673?s=21 50:30 Nahmii 2.0 https://blog.nahmii.io/launching-nahmii-2-0-layer-2-commercial-scaling-for-ethereum-ee790a8af2d2 51:14 Roll Social Tokens https://decrypt.co/82080/roll-raises-10m-expand-social-tokens-service-creators 52:21 Bankless Jobs https://jobs.banklesshq.com/

53:00 NEWS 53:15 NFTs on Twitter https://twitter.com/TheSmarmyBum/status/1443259893411049475?s=20 56:53 China Ban https://www.bloomberg.com/news/articles/2021-09-24/china-deems-all-crypto-related-transactions-illegal-in-crackdown Blocks: https://www.theblockcrypto.com/linked/118878/coingecko-coinmarketcap-blocked-china-internet-firewall 1:01:03 $23M Gas Tip https://cointelegraph.com/news/bitfinex-paid-a-colossal-23m-fee-to-send-100k-of-usdt 1:02:58 Aave Arc & Fireblocks https://www.theblockcrypto.com/linked/118822/permissioned-defi-platform-aave-arc-gears-up-for-launch 1:03:56 Compound Bug https://twitter.com/rleshner/status/1443380518498848768?s=20 1:05:59 Axie Airdrop https://twitter.com/AxieInfinity/status/1443536552211124230?s=20 1:07:20 ETH Staked https://twitter.com/LidoFinance/status/1443259897878040578 1:09:53 Snoop & Sandbox https://twitter.com/TheSandboxGame/status/1441069396567412736?s=20 1:11:49 Dapper NFL Top Shot https://cointelegraph.com/news/dapper-labs-to-launch-top-shot-for-nfl-as-ftx-signs-the-packers-aaron-jones 1:13:48 Lightning Network https://www.theblockcrypto.com/linked/119025/bitcoin-lightning-network-capacity-reaches-all-time-high 1:15:36 Visa Payment Channels https://www.theblockcrypto.com/post/119117/visa-universal-payment-channel-interoperability-cbdc 1:17:07 1inch Blocking US Trades https://www.theblockcrypto.com/linked/119055/dex-aggregator-1inch-blocks-out-us-trades-in-preparation-for-separate-american-platform 1:19:44 CFTC vs Kraken https://www.cftc.gov/PressRoom/PressReleases/8433-21 1:20:38 Wells Fargo Sucks https://twitter.com/BanklessHQ/status/1443202690805293061?s=20 1:23:54 Sen. Lummis CBDC https://www.theblockcrypto.com/linked/119035/senator-lummis-lays-out-principles-for-a-us-digital-currency-alongside-continued-role-of-private-stablecoins 1:24:45 Virgil Griffith https://twitter.com/ameensol/status/1442170786941444106?s=20

1:33:00 TAKES 1:34:00 Advice for the US https://twitter.com/ryansadams/status/1442864882274107396?s=21 1:36:40 Protecting the Public? https://twitter.com/ojuice_eth/status/1441406498186227720?s=20 1:39:27 Nerfing SEC https://twitter.com/TrustlessState/status/1442846197085917187?s=20 1:41:38 Bankrupting Our Youth https://twitter.com/BanklessHQ/status/1443549124062851075?s=20 1:43:38 Golden Age of Building https://twitter.com/TrustlessState/status/1443603632973176835?s=20

1:45:26 What David’s Excited About 1:47:42 What Ryan’s Excited About

1:50:38 MEME of the Week https://www.instagram.com/p/CT0z-FLloi0/?utm_medium=copy_link

1:51:24 Closing & Disclaimers

----- 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.

China's Crypto Ban... Why Now? | Sahil Bloom (SotN 9/28) Sep 29, 2021

"Evergrande is the train wreck that the financial world and media can’t help but watch."

A week ago, Sahil Bloom dropped a thread on twitter detailing the buildup and consequences of the Evergrande debt crisis. This week, he's coming on State of the Nation to paint a macro picture of global events and their effects on the economy and crypto.

There are so many puzzle pieces in the world at large, and we're trying to get to the bottom of how it all settles. What does this mean for the global economic landscape? How does this line up with another recent China Crypto ban?

------ TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------ SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ ️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

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UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants ------

Topics Covered

0:00 Intro 5:30 Sahil Bloom 8:36 What Happened to Evergrande? 15:48 Risk to Chinese Economy 20:08 Who's Getting Punished? 27:39 Transparency & Trust 31:54 Central Bank Decisions 36:58 Updates on the Situation 42:00 China's Crypto Ban... Why Now? 47:22 Why Take it Seriously? 52:35 Geopolitical Rivalry 56:58 Bullish for Crypto? 1:00:38 Closing & Disclaimers

------ Resources:

Sahil on Twitter: https://twitter.com/SahilBloom?s=20 Sahil's Evergrande Thread: https://twitter.com/SahilBloom/status/1439920043404546050?s=20 Sahil's Newsletter: https://sahilbloom.substack.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

Kevin Owocki | Layer Zero Sep 28, 2021

Kevin Owocki is the leader behind the Gitcoin project, but he is also a husband, a father, an ultimate frisbee player, and a self-described hippie. As one of the most compelling individuals in the space, for Kevin it all boils down to coordination.

In this episode of Layer Zero, we focus on Slaying Moloch, Incentivizing Public Goods, the Solarpunk aesthetic, and much more. Dive in and find out why we're optimistic about the future of society.

------ 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro 4:00 Kevin Owocki & Gitcoin 9:12 Public Goods 13:05 Open-Source Business Model 19:59 Kevin’s Start 28:02 Who is Kevin? 35:00 Running on the Shoulders of Giants 42:00 Solarpunk 50:00 Nightmare Fuel & Branding 54:58 Ethereum vs Moloch 1:00:55 Regen Finance 1:06:24 Optimistic about the Future

------ Resources:

Kevin on Twitter: https://twitter.com/owocki?s=20

----- 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

85 - The Crypto Gaming Revolution | Arianna Simpson Sep 27, 2021

Arianna Simpson of a16z comes on the Bankless Podcast to explore the insane momentum we've seen around crypto gaming. The product-market fit between the gaming and crypto worlds is palpable. The scaling and maturation of the crypto economy make for a ripe inflection point for an explosion of cultural applications.

What does Play-To-Earn mean for the investor? Is ETH money for the metaverse? Arianna's takes offer a huge amount of insight as we dive into the future of both work and play.

✨GET THE EXCLUSIVE DEBRIEF✨ https://shows.banklesshq.com/p/exclusive-debrief-the-crypto-gaming

------ 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

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🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants ------

Topics Covered:

0:00 Intro 5:00 Arianna Simpson 7:05 Crypto Gaming: Why Now? 10:06 How Big is This? 17:15 Building Infrastructure 20:29 Player Ownership 28:13 Eating the World 31:55 Progression to Play-To-Earn 37:30 Capturing Value 41:27 Isn’t it a Ponzi Game? 48:30 Working in Crypto Gaming 58:08 Consolidation of Resources 1:05:03 Impact on Culture & Industry 1:15:36 The Metaverse 1:20:17 ETH is Metaverse Money 1:27:10 Closing & Disclaimers

------ Resources:

Arianna on Twitter: https://twitter.com/AriannaSimpson?s=20 Masters of Doom: https://www.amazon.com/Masters-Doom-Created-Transformed-Culture/dp/0812972155

----- 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

4th Week of September, 2021

----- 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

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🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants ------

Topics Covered:

0:00 Intro

3:01 MARKETS 3:14 BTC Price 3:33 ETH Price 4:50 ETH/BTC Ratio 5:17 DeFi Action 7:06 Layer 2 https://l2beat.com/ 7:44 Polygon Users ATH https://twitter.com/MihailoBjelic/status/1440692200447246337?s=19 8:49 Miners Selling Less https://twitter.com/Data_Always/status/1440137774775083008 10:32 Evergrande https://twitter.com/SahilBloom/status/1439920043404546050?s=20

1:07:00 TAKES 1:08:00 Build Faster https://twitter.com/RyanSAdams/status/1440022593860472838?s=20 1:10:19 Changing Securities https://twitter.com/raoulgmi/status/1440361603459735556?s=21 1:11:44 Maker Solar Farm https://twitter.com/jp_koning/status/1440318552108462081?s=20 1:14:48 ETH Logo https://twitter.com/avsa/status/756875789182857216?s=20

1:15:25 What David’s Excited About 1:16:32 What Ryan’s Excited About

1:20:08 MEME of the Week https://twitter.com/raoulgmi/status/1440470852722511881?s=21

----- 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

84 - Defining the Metaverse Sep 22, 2021

This is a classic Ryan-and-David only episode. With no guest, we dive into David's recent article "The Metaverse Emerges." What is the Metaverse? Raoul Pal described it as digital fluidity on our recent episode with him.

Composable digital objects, a network economy, scaling social structures... whatever it is, Nation States aren't ready for the incoming metaversal explosion. Are you?

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------

------ Topics Covered:

0:00 Intro 7:00 Cryptoeconomic Nation State 10:45 Seeing Like The State 18:50 Humanity’s Faustian Bargain 23:30 Seeing Like The Protocol 28:45 The Metaverse 32:00 Metaversal Objects 35:40 Centralization 39:21 Neutrality & Density 46:10 Slowly Manifesting 54:00 Avatars & Identity 59:41 Fluid Value 1:06:25 Ethereum’s Role 1:10:33 Blockchain Taxes 1:15:45 ETH as Metaverse Money 1:22:35 It’s All Metaverse 1:27:43 Closing & Disclaimers

----- 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

Nic Carter | Layer Zero Sep 21, 2021

Nic Carter is one of our favorite writers in crypto. He's shaped our thoughts on many subjects over the years. He's definitely a Bitcoiner, but is he also an Etherean? What makes Nic tick?

Get to know the person behind the persona in this week's episode of Layer Zero.

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------

Topics Covered:

0:00 Intro 4:00 Nic Carter & Geography 8:51 What’s Your Deal? Ethereum?? 12:39 Shared Ancestry 20:09 Cypherpunk Values 23:28 Working for Bitcoin 25:54 Countering FUD 28:24 Individualism & Value Supremacy 35:00 Conservative & Faith-Based 42:53 Money God 46:35 Affiliation & Identity 52:48 Mountaineering & Fun 56:55 Memory & External Storage 58:40 What’s Nic Doing? What Now? 1:05:22 Kanye & Closing

------ Resources:

Nic on Twitter: https://twitter.com/nic__carter?s=20 Castle Island: https://www.castleisland.vc/ Nic's Podcast, On the Brink: https://onthebrink-podcast.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

83 - Beyond Coin Voting Governance | Vitalik Buterin Sep 20, 2021

Vitalik Buterin returns to the Podcast to discuss his recent article 'Moving Beyond Coin Voting Governance.' As always, Vitalik comes with a birds-eye view of high level challenges facing the crypto space with a moral & philosophical slant.

Building sufficiently decentralized governance mechanisms is a hugely challenging endeavor. Tackling elegant solutions to coin voting, we also cover the benefits of running your own node, the metaverse, and an update on the Ethereum narrative.

When Vitalik comes on Bankless, it's time to listen closely.

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------

Topics Covered:

0:00 Intro 4:00 Vitalik Returns! 7:26 Decentralized Governance 14:38 Who is Governance For? 19:44 Coordinating Public Goods 26:07 Public Goods & Upgrades 34:52 New Mechanisms 38:28 What is Blockchain Governance? 47:53 Ungovernance for Layer 1 54:00 Why Coin Voting Sucks 1:02:20 Whales 1:12:15 Running Your Own Node 1:22:14 Culture & Technology 1:26:51 Scalability Tradeoffs 1:31:05 The Metaverse & Loot 1:36:55 Update on Ethereum 1:43:15 Closing & Disclaimers

------ Resources:

Vitalik on Twitter https://twitter.com/VitalikButerin?s=20

Moving beyond coin voting governance https://vitalik.ca/general/2021/08/16/voting3.html

----- 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

How Crypto Can Be Good for the Environment | Klima DAO Sep 18, 2021

Bankless Nation, meet Klima DAO, the carbon-backed digital currency and algorithmic climate protocol.

Dionysus, Archimedes, and Oxylos join to discuss bringing environmental incentives to DeFi, using similar mechanics to OlympusDAO and the OHM token. Klima DAO plans to generate on-chain demand for carbon offsets and build a carbon-backed treasury, with the goal of driving up the price of carbon.

Who said crypto was bad for the environment? For Bankless readers, it should come as no surprise that the powers of DeFi can be leveraged to incentivize coordination around public goods.

(🌳,🌳)

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------

Topics Covered:

0:00 Intro 4:45 Dionysus, Archimedes, and Oxylos 6:35 Klima DAO & Carbon Markets 14:10 Voluntary Economy 17:45 Relationship with OlympusDAO 25:00 Tokenomics 33:33 Inducing Demand 35:02 Ponzi Games & Game Theory 42:41 Opt-In Social Incentives 46:06 Roadmap and IDO 51:52 Slaying Moloch 57:52 Closing & Disclaimers

------ Resources:

Klima DAO https://klimadao.finance/ Discord https://discord.gg/kx4pahaFw8 Klima DAO on Twitter https://twitter.com/KlimaDAO?s=20

----- 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

Gimmie the Loot! | Loot Panel w/ Jackson Dame, Will Papper, Anish Agnihotri Sep 17, 2021

Join Jackson Dame, Will Papper, and Anish Agnihotri as we explore the emerging ecosystem around LOOT! The value proposition around Loot is deeply compelling, with the simplicity of the initial release, the call to action to the community, and the endless opportunity for cultural composability.

Loot presents a unique milestone for crypto culture, and seems to be a turning point for this emergent, digital metaverse. Can fundamentals be subjective?

PERMISSIONLESS CONFERENCE https://bankless.cc/Permissionless

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UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered

0:00 Intro 5:00 Loot Panelists 6:27 The Aha Moment 9:13 On-Chain Composability 11:32 On-Chain Data 14:50 Loot Timeline 19:45 The Derivatives Phase 23:57 Loot as a Concept 27:57 Why Build on Loot? 36:18 Decentralized & Aligned 44:00 Playing Devil's Advocate 53:28 The Panelist's Concerns 58:49 Metaverse and the Future 1:03:01 Closing & Disclaimers

----- 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: Solana & Arbitrum Outages | OpenSea Front-Running | Elizabeth Warren Crypto Sep 16, 2021

3rd Week of September, 2021

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⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Perpetual Pools are now Live on Aribtrum! https://bankless.cc/Tracer ------

Topics Covered:

0:00 Intro

1:50 MARKETS 2:10 BTC Price 100W SMA: https://twitter.com/intocryptoverse/status/1437156801850527753?s=21 Golden Cross: https://twitter.com/intocryptoverse/status/1437940127603494917?s=21 WBTC Minting: https://twitter.com/WBTCBot/status/1437581280904876040?s=20

5:15 ETH Price 5:46 ETH/BTC Ratio 5:59 DeFi Action BED Index: https://www.indexcoop.com/bed 8:18 Layer 2 L2Beat: https://l2beat.com/ Arbitrum: https://twitter.com/Arbitrum2day/status/1437339427806715911 11:35 EIP 1559 Burn: https://ultrasound.money/ Layer 2s: https://twitter.com/dividend_fire/status/1437086130327928836?s=21 14:38 Bridges Connext https://twitter.com/dividend_fire/status/1437086130327928836?s=21 Dashboard https://dune.xyz/eliasimos/Bridge-Away-(from-Ethereum) 17:10 Gitcoin Round 11 https://twitter.com/gitcoin/status/1435991454392930308

19:30 RELEASES 20:00 TracerDAO https://bankless.cc/Tracer 22:19 Into the Bytecode https://twitter.com/sinahab/status/1437380863797473280?s=20 23:08 Optimism Limit Increase https://twitter.com/optimismPBC/status/1437437368303329289 23:54 Zapper https://twitter.com/zapper_fi/status/1437884287756509193?s=20 25:26 Raises Coinbase: https://twitter.com/CoinDesk/status/1437387327505108992? s=20Steve Cohen: https://decrypt.co/80825/billionaire-steve-cohen-nft-startup-recur-50-million-series-a Immutable: https://www.theblockcrypto.com/linked/117620/nft-scaling-startup-immutable-raises-60-million-in-series-b-funding 29:56 Jobs https://jobs.banklesshq.com/

1:14:00 TAKES 1:15:00 David’s Punk https://twitter.com/TrustlessState/status/1437898773171032064?s=20 1:18:25 Scale and Build https://twitter.com/scott_lew_is/status/1435951889183612933 1:19:44 Hollowing Out Banks https://twitter.com/0x_tigerswami/status/1437951680163758081?s=20 1:22:27 Toxic Maxi https://twitter.com/sassal0x/status/1437975866160476164?s=20

1:24:35 What David’s Excited About 1:25:30 What Ryan’s Excited About

1:26:24 Meme of the Week https://twitter.com/josephdelong/status/1437253108296474625?s=20

1:27:42 Closing & Disclaimers

----- 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 Worlds Greatest NFT Portfolio | DC Investor Sep 15, 2021

DC Investor thought NFTs were cool before you did!

Join us on this State of the Nation, as we explore DCs progression through the NFT universe and as he curated the worlds greatest NFT portfolio!

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro 9:00 DC Curator 14:28 Before NFT Adoption 21:48 After NFT Adoption 24:05 DC's Portfolio & Punks 38:36 Art Blocks 48:34 One-of-Ones 54:40 Social Tokens & Digital Value 1:00:50 Scarcity & Paying Artists 1:05:20 Changing Culture & the Metaverse 1:09:06 What's Next? 1:12:05 Closing & Disclaimers

------ Resources:

DCInvestor on Twitter https://twitter.com/iamDCinvestor?s=20 DC's NFT Collection http://gallery.so/dcinvestor DC's Newsletter https://dcinvestor.substack.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 | Layer Zero Sep 14, 2021

Anthony Sassano is undoubtedly one of the most committed individuals to the Ethereum ecosystem and the values that come along with it. Dropping newsletters and podcasts every weekday with his consistent fervor is inspiring as it is valuable.

In this episode Layer Zero, we dive into what drives Anthony. This opens up to a broader conversation of philosophy, longevity research, his thesis on life, and his beard oil company (?!)

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------

Topics Covered:

0:00 Intro 4:20 Justin Drake & Layer Zero 6:30 You Need A Social Layer 9:24 Profit & Value 14:20 Anthony’s Story & Drive 22:10 Why Ethereum? 28:48 Ethereum Content In Perpetuity 32:04 Gathering Momentum and Energy 38:58 Manic about Ethereum 43:40 Grand Thesis on Life 52:00 Denial of Death 1:02:40 Security and Monetary Policy 1:06:17 Longevity Research 1:13:52 The Bleeding Edge

------ Resources:

Anthony on Twitter: https://twitter.com/sassal0x?s=20 The Daily Gwei: https://thedailygwei.substack.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

82 - Investing in the Future | Cathie Wood, Chris Burniske, Yassine Elmandjra Sep 13, 2021

Cathie Wood is Founder, CEO and CIO of Ark Invest, the investment management firm specializing in disruptive sectors. Yassine Elmandjra is an analyst at Ark, and Chris Burniske is the former blockchain lead at Ark and is now a partner at Placeholder VC. We’re incredibly excited to bring Cathie on the podcast for her industry-leading insights and perspective on the innovative investing space.

The thesis is simple: invest in the future. As a society, we are entering a new age of exponential and unprecedented growth, afforded by compounding technological advancements and a turning point of innovation. Ark Invest is poised to capitalize on these opportunities and has eyed cryptoassets as an important vehicle for this substantial, societal change. Dive in and learn about Wright’s Law, managing haters, Ark’s thoughts on the triple point asset, and DeFi.

✨ GET THE EXCLUSIVE DEBRIEF ✨ https://shows.banklesshq.com/p/exclusive-debrief-investing-in-the

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------

Topics Covered:

0:00 Intro 7:42 Cathie, Chris, and Yassine 12:00 Investing in the Future 17:57 Wright’s Law & Retail 22:02 Fear of Change 28:17 Ark and Bitcoin 38:19 Ether and Ethereum 47:12 NFTs 49:28 Triple Point Asset 55:55 Yield, Banks, and Regulation 1:03:24 ETH’s Risk Free Rate 1:06:35 Fintech & DeFi Mullet 1:16:50 DeFi and AI 1:26:07 Regulatory Limits 1:33:53 Crypto’s Challenges 1:41:46 Closing & Disclaimers

------ Resources:

Cathie on Twitter https://twitter.com/CathieDWood?s=20 Chris On Twitter https://twitter.com/cburniske?s=20 Yassine on Twitter https://twitter.com/yassineARK?s=20 Episode with Chris https://newsletter.banklesshq.com/p/-ethereum-opportunity-chris-burniske Cryptoassets https://www.amazon.com/Cryptoassets-Innovative-Investors-Bitcoin-Beyond/dp/1260026671

----- 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: Steph Curry & Tom Brady FTX | Crypto Regulation & SEC | Solana & Arbitrum Sep 10, 2021

2nd Week of September, 2021

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro

2:43 MARKETS 2:53 BTC Price 3:30 ETH Price 3:53 ETH/BTC Ratio 4:17 Flash-Crash Liquidations https://twitter.com/lawmaster/status/1435261928335712256 8:48 DeFi Action 11:11 BED Index https://www.indexcoop.com/bed UMA: https://twitter.com/Crypto_Texan/status/1435648928117051395?s=20 12:18 Layer 2 Crossed $1B: https://twitter.com/sassal0x/status/1434767992781344770 L2 Fees: https://l2fees.info/ Uni Optimism: https://twitter.com/sassal0x/status/1433283225183395840 16:58 EIP 1559 Watch the Burn: https://watchtheburn.com/ 96 ETH Block: https://etherscan.io/block/13180434 Deflationary Day: https://twitter.com/DocumentEther/status/1434063085229150216?s=20 22:45 ETH Killers Solana: https://www.coingecko.com/en/coins/solana Trading Multiples: https://twitter.com/tokenterminal/status/1435851178265485312?s=20 L1 Season: https://messari.io/screener/smart-contract-platforms-DC75E6E0

32:00 RELEASES 33:00 Merit Circle Correction https://twitter.com/RyanSAdams/status/1435238163195342857?s=20 37:55 dYdX Governance Token https://twitter.com/AntonioMJuliano/status/1435412508555169796?s=20 39:35 Ultimate DAO Report https://twitter.com/BanklessHQ/status/1435733988325281793?s=20 41:03 Rocketpool Mainnet https://medium.com/rocket-pool/rocket-pool-staking-protocol-part-4-2635c44e4f7e 43:04 HopProtocol Integrations https://twitter.com/HopProtocol/status/1435304869712248832 44:01 Argent Teasing L2 https://twitter.com/argentHQ/status/1435637539956736001?s=20 45:53 Hyppe https://twitter.com/hyypeHQ/status/1433101142406451202?s=20 48:10 Tokenizing MEV https://multicoin.capital/2021/09/08/tokenizing-mev/ Robert Miller: https://twitter.com/bertcmiller/status/1435686477359419395?s=20 52:12 Bankless Jobs https://jobs.banklesshq.com/

52:55 NEWS 53:07 Probing Uniswap https://twitter.com/DeItaone/status/1433746723554435074?s=20 55:18 Coinbase & SEC https://twitter.com/brian_armstrong/status/1435439291715358721 1:02:35 SEC wants Names https://twitter.com/NeerajKA/status/1435574854040924164?s=20 1:06:05 Regulation Takes Jake: https://twitter.com/jchervinsky/status/1435691779970506752?s=20 Adam: https://twitter.com/adamscochran/status/1435458298698993665?s=20 ChainLinkGod: https://twitter.com/ChainLinkGod/status/1435452080068567040?s=20 Mark Cuban: https://twitter.com/mcuban/status/1435454959441620995?s=20 Jerry Brito: https://twitter.com/jerrybrito/status/1435557430910459906?s=20 Ryan: https://twitter.com/RyanSAdams/status/1435586734046302214?s=20 Eric: https://twitter.com/econoar/status/1435445187682005000?s=20 1:13:45 Brian Quintenz a16z https://www.coindesk.com/policy/2021/09/09/former-crypto-friendly-regulator-quintenz-joins-vc-firm-a16z/ 1:14:33 Panama https://twitter.com/gabrielsilva8_7/status/1435015640226615299 1:15:54 Quick Takes 1:19:30 NFT News Polygon: https://twitter.com/MihailoBjelic/status/1435958909651537922?s=20 Immutable: https://twitter.com/Immutable/status/1433703349061242882 Christies: https://twitter.com/ChristiesInc/status/1435346651217108996?s=20 Polymarket: https://twitter.com/PolymarketHQ/status/1435631367598088201 Vitalik: https://twitter.com/VitalikButerin/status/1435413681588736007?s=20 Loot: https://twitter.com/dhof/status/1435673868920836097?s=20 1:24:09 Bitcoin News El Salvador: https://cointelegraph.com/news/el-salvador-purchases-first-200-btc-president-bukele-confirms Adoption: https://twitter.com/kerooke/status/1435670696248725508?s=20

1:27:00 TAKES 1:27:30 Web3d https://twitter.com/jackbutcher/status/1435232382257405958?s=21 1:29:15 Consent of the Governed https://twitter.com/balajis/status/1435670359492071424?s=20 1:30:05 The Shadow Bank https://twitter.com/sassal0x/status/1434549938466136065?s=20 1:31:38 Celebrities

1:33:45 What David’s Excited About 1:34:54 What Ryan’s Excited About https://www.reddit.com/r/ethfinance/comments/pk57n7/why_rollups_data_shards_are_the_only_sustainable/

1:39:00 Meme of the Week https://twitter.com/sassal0x/status/1435596609618735110?s=20

1:40:00 Closing & Disclaimers

----- 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.

Arbitrum Launches! Founders Steven Goldfeder & Harry Kalodner (SotN 9/7) Sep 08, 2021

On August 31, 2021, Arbitrum went live on mainnet! This means it’s available to migrate funds and begin using the many DeFi apps that have already launched on the Layer 2 Rollup scaling solution.

Harry Kalodner and Steven Goldfeder return to State of the Nation to discuss what this means for the crypto space. Gas Markets, onboarding directly to Layer 2, the user experience, and the march towards decentralization are all themes. Layer 2 Summer is still intact!

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🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------- 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro 8:00 Harry Kalodner & Steven Goldfeder 10:05 Arbitrum Shipped! 12:35 Prep… and then LAUNCH 18:35 The User Experience 25:05 Gas and Adoption 38:19 10x Data Capacity & Reddit 44:09 We Want Layer 2 to Win 49:42 How Arbitrum Attracts Liquidity 53:18 Decentralization and Values 1:01:00 Composability 1:04:30 Onboarding and NFTs 1:08:06 Mainnet and ETH 2 1:16:08 What’s Exciting 1:19:05 Closing & Disclaimers

----- 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

Layer Zero | Justin Drake Sep 07, 2021

Justin Drake joins the third episode of Layer Zero to discuss coining ‘Ultra Sound Money,’ which sent supersonic waves through the Ethereum community. Unsurprisingly, Justin is a deeply compelling individual with a powerful drive to work hard and pursue individuality.

From Quantum Computing to engineering Layer Zero, Justin’s holistic approach to the space really comes through as we discuss what it means to work for a meme.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap ------

Topics Covered

0:00 Intro 4:30 Justin Drake 9:05 Coining Ultra Sound Money 12:37 From Layer 1 to Layer 0 15:10 Working for a Meme 24:14 The Purpose of the Meme 27:27 The Gini Coefficient 31:17 Proof of Stake and Distribution 35:22 A New Age Cypherpunk 43:30 Scalability 49:30 ETH and the Dollar 57:13 Quantum Computing 1:00:30 Burning MEV 1:04:19 The Efficiency DAO 1:08:11 Bitcoin FUD Dice 1:15:38 Layer 0 Engineer 1:18:20 Layers 3 and 4 1:20:00 A Workaholic and a Father 1:24:14 Citizen of the World 1:28:18 An Emergent Individual 1:34:15 Closing & Disclaimers

------ 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------

Resources:

Ultra Sound Money Website https://ultrasound.money/ Modeling Ultra Sound Money https://shows.banklesshq.com/p/-sotn-44-modeling-ultra-sound-money The Bull Case for Cryptography https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography Ultra Sound Money https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake Justin on Twitter https://twitter.com/drakefjustin?s=20

----- 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

81 - The Digital Commodity Explosion | Brian Quintenz Sep 06, 2021

Brian Quintenz was a commissioner on the Commodity Futures Trading Commission from 2017 until April of this year. The CFTC serves to regulate the derivative markets, and Brian particularly worked to embrace innovative technologies and emphasize the power of free markets, even in a regulatory environment.

He has been an advocate for the exploration and growth of the crypto space and is provides an insider’s perspective to deal with the question of crypto regulation. His sober and pragmatic takes are deeply insightful, and there is a clear alignment of values between Brian and the industry.

This episode dives into the disruptive nature of cryptocurrencies, and how we can make sense of this Cambrian explosion of new assets.

GET THIS EPISODE'S DEBRIEF: https://shows.banklesshq.com/p/exclusive-debrief-the-digital-commodity

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------ Topics Covered:

0:00 Intro 7:00 Brian Quintenz 9:29 Does the US Hate Crypto? 14:10 Brian’s Take on Crypto 20:36 The CFTC 26:36 Congress is Great at 2 Things 31:14 Digital Farmers need Futures 38:05 Understand It Before You Attack 47:03 SEC vs CFTC 54:04 Crypto Commodities 1:03:35 Tokens Transcend Labels 1:10:00 The New Paradigm 1:17:54 An Explosion of Assets 1:25:14 Rights and Innovation 1:32:20 Good Regualation 1:39:00 Closing & Disclaimers

------ Resources:

Brian on Twitter https://twitter.com/BrianQuintenz?s=20 Episode with Hester Peirce https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce

----- 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: Arbitrum Layer 2 Launches | LOOT NFT | El Salvador BTC | FTX | ETH & EIP 1559 (Septemer 3rd) Sep 03, 2021

1st Week of September, 2021

🔊 PERMISSIONLESS CONFERENCE https://bankless.cc/permissionlessdiscount

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro

3:50 MARKETS 4:00 BTC Price 4:25 ETH Price 5:34 ETH/BTC Ratio 7:40 DeFi Action 9:13 BED Index https://www.indexcoop.com/bed 9:59 Layer 2 Action https://l2beat.com/ 12:09 EIP 1559 Issuance: https://twitter.com/RyanSAdams/status/1432679086158196736?s=20 Adoption: https://twitter.com/blocknative/status/1433206965753171968?s=21 18:44 NFT Volume https://twitter.com/DuneAnalytics/status/1432252689824550914 19:28 Cross-Chain Hop: https://twitter.com/richardchen39/status/1431265424394506244 Connext: https://twitter.com/ConnextNetwork/status/1430873159821971457 22:30 Spot Volume UP https://www.theblockcrypto.com/linked/116381/august-spot-exchange-volume-breaks-1-trillion-for-first-time-since-may

25:00 RELEASES 26:30 Arbitrum https://twitter.com/arbitrum/status/1432817424752128008?s=20 32:25 Sassano Thread https://twitter.com/sassal0x/status/1431278544588443649?s=20 33:00 3AC NFT Fund https://twitter.com/Vince_Van_Dough/status/1432346847113359361 34:40 Merit Circle https://medium.com/@meritcircle/introducing-merit-circle-ea7700fd0c15 35:25 pleasrDAO DOGE https://twitter.com/PleasrDAO/status/1432721875059286031 39:24 Other Releases Gas Estimator: https://twitter.com/sassal0x/status/1433292350713851905?s=20 Floor Perpetuals: https://twitter.com/_Dave__White_/status/1432768645843746817 Arbitrum Raise: https://www.theblockcrypto.com/post/116148/ethereum-scaling-solution-arbitrum-launches-mainnet-raises-120-million-funding Offchain Raise: https://techcrunch.com/2021/08/31/offchain-labs-raises-120-million-to-hide-ethereums-shortcomings-with-arbitrum-scaling-product/ Jobs: https://jobs.banklesshq.com/

43:00 NEWS 43:54 Chain Split https://twitter.com/kelvinfichter/status/1431336698911338496 45:34 Coinbase Layer 2 https://blog.coinbase.com/coinbase-protocol-team-advances-crypto-community-aa9b3748bac5 47:08 Metamask 10M MAU https://twitter.com/ConsenSys/status/1433055817633345541?s=20 47:53 Not Selling ETH https://twitter.com/RyanSAdams/status/1431224022977630208?s=20 50:20 Larva Labs & UTA https://twitter.com/TheBlock__/status/1432815773085405185 51:40 Mutant Apes https://decrypt.co/79718/bored-ape-yacht-club-sells-96-million-of-nfts-in-hour-for-mutant-apes-launch 55:47 El Salvador Trust Fund: https://twitter.com/TheBlock__/status/1432890332228767748 El Salvador Protests: https://www.euronews.com/next/2021/08/28/bitcoin-protests-break-out-in-el-salvador-as-central-american-neighbours-wait-to-see-its-s 58:20 Twitter BTC Tipping https://www.theblockcrypto.com/post/116320/twitter-appears-to-be-adding-the-ability-to-tip-using-bitcoin 59:20 Tether Squeeze https://twitter.com/Bitfinexed/status/1431267971939323910?s=20 1:00:11 SBF & LedgerX https://www.theblockcrypto.com/post/116134/ftx-us-acquires-crypto-derivatives-exchange-ledgerx 1:01:38 Giancarlo Quits BlockFi https://www.coindesk.com/business/2021/09/01/crypto-dad-giancarlo-to-quit-blockfis-board-after-4-months/ 1:03:33 LOOT & The Metaverse https://twitter.com/TrustlessState/status/1433169234864001032?s=20

1:19:00 TAKES 1:20:30 DeFi for Capital, NFTs for People https://twitter.com/ASvanevik/status/1431058200535601154?s=20 1:21:45 Twitter Identity for NFTs https://twitter.com/ryansadams/status/1431951967643967492?s=21 1:25:20 Diamonds vs. Jpegs https://twitter.com/realnatashache/status/1433098070565195779?s=21 1:26:08 Vitalik’s Thread https://twitter.com/VitalikButerin/status/1433195737907564545?s=20 1:29:43 David is Tired https://twitter.com/TrustlessState/status/1433441995133837315?s=20

1:32:32 What David’s Excited About 1:33:58 What Ryan’s Excited About

1:37:06 Meme of the Week https://twitter.com/flamingodao/status/1432874403717652480?s=21

Moment of Zen https://twitter.com/BanklessHQ/status/1433435923266502671?s=20

----- 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

Everything you need to know about Solana | Santiago Santos & Konstantin Lomashuk Sep 02, 2021

Solana is emerging as a competitive Layer 1 platform, promising scalability and a growing ecosystem. Join community thought leaders Santiago Santos and Konstantin Lomashuck as we assess the Solana Value Proposition.

How important is decentralization? Why build on Solana? Can different L1's coexist? Does it seek to compete with mainnet Ethereum or Layer 2 scaling solutions?

We've been hearing a lot about Solana lately. It's time to dive in.

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UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ ⚽️ SoRare | Collect and Play! https://bankless.cc/SoRare ------

Topics Covered:

0:00 Intro 8:00 Santiago and Konstantin 10:05 Why Bullish on Solana? 16:31 Solana is Optimizing 24:05 Decentralization 34:56 Running a Node 55:57 Skeptical ETH Maxi Hat 1:04:40 Initial Sale 1:12:32 Valuing SOL 1:19:08 Developer Activity 1:24:11 Can We Be Friends?

------ Resources

Santiago on Twitter: https://twitter.com/santiagoroel?s=20

Konstantin on Twitter: https://twitter.com/Lomashuk?s=20

----- 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

Tokenizing Music with Royal | 3LAU (SotN 8/31) Sep 01, 2021

DJ Justin '3LAU' Blau returns to Bankless to discuss Royal, the platform for decentralizing ownership to music rights.

Royal recently raised $16m and has launched its early access. We've seen crypto take the visual art world by storm - is music next?

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 4:30 Justin Blau 9:24 Record Labels vs. Co-Ownership 15:55 Investing in Artists 21:24 Solving Hard Problems 25:42 Making Adoption Easier 28:21 Social Tokens 34:00 Stage & the Crowd 39:53 Tastemakers 43:05 Artistic Utopia 46:10 Permissionless 48:57 We're in the Future 51:02 DeFi, NFTs, and Culture 57:50 Closing & Disclaimers

----- 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

Layer Zero | Eric Conner Aug 31, 2021

Eric Conner joins the second episode of Layer Zero. Eric is the co-founder of EthHub along with Anthony Sassano, and is a recurring Bankless guest as well as a crypto twitter staple.

From the early days of Ethereum to golf and Porsches, David and Eric discuss things at large — what does Ethereum have left to prove? How do you manage Ethereum Brain? What will the next generation of crypto natives look like?

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 0:00 Intro 4:00 Eric Conner & Podcasting 7:00 Early Liquidity 15:53 Regulators Protecting Investors 25:28 Finance Background 31:12 Integrating Digital Finance 38:58 Bitcoin and Maximalism 46:27 Punks vs BTC 51:00 Ethereum Brain 56:18 The Space Never Sleeps 1:01:30 Marrying Ethereum 1:05:36 Golf 1:06:44 Porsche & Electric Cars 1:10:40 Governance Tokens 1:19:19 Closing & Disclaimers

------ Resources:

Eric on Twitter https://twitter.com/econoar?s=20 EthHub https://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

80 - Ethereum is the Greatest Trade | Raoul Pal Aug 30, 2021

Raoul Pal is the CEO and co-founder of Real Vision, the content production studio focused on democratizing access to financial knowledge. He’s an investor with a sharp eye on the global macro environment, and has a strong grasp on the relationship between history and economics.

What has changed since the last time Raoul was on the podcast? His takes on Ethereum are fascinating and thought-provoking, and his bullishness does not come lightly.

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 5:00 Raoul Pal 7:31 The Macro World 11:48 Inflation 18:33 The Macro Crypto Story 31:43 Network Effects and Adoption 40:25 The Greatest Trade 46:25 Communities and Killers 52:50 The Ethereum Layer Zero 1:00:00 Raoul’s Allocation 1:03:27 NFT Mania & Culture 1:14:56 What’s the Metaverse? 1:22:07 Regulation, Social Tokens, Projects 1:25:43 Cyclical Markets, Predictions 1:28:41 Hope in a Rocky Decade 1:33:45 Closing & Disclaimers

------ Resources:

Real Vision https://www.realvision.com/ Raoul on Twitter https://twitter.com/RaoulGMI?s=20 The World Is Waking Up To Crypto https://newsletter.banklesshq.com/p/the-world-is-waking-up-to-crypto

----- 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: Visa buys a CryptoPunk | Budweiser Beer. ETH | NFT Mania | Michael Saylor Bitcoin | EIP1559 Aug 27, 2021

4th Week of August, 2021

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro

1:50 MARKETS 2:01 BTC Price 3:00 ETH Price 3:48 ETH/BTC Ratio 4:35 DeFi Action 9:12 EIP-1559 https://ultrasound.money/ Dominance: https://twitter.com/kyoronut/status/1429585246849167361?s=20 13:17 OpenSea Volume https://dune.xyz/PierreYves_Gendron/opensea---metrics 70% of Ebay: https://twitter.com/econoar/status/1430323506609197059?s=21 Top 1000 Sites: https://twitter.com/takenstheorem/status/1430372663223103488 20:00 TornadoCash https://twitter.com/paolorebuffo/status/1430440030405865474?s=21 23:29 ETH in Lido https://twitter.com/kazhiloti/status/1430608546689912833?s=20

26:00 RELEASES 27:30 Euler Lending & Paradigm https://twitter.com/euler_mab/status/1430486946523099142?s=20 29:12 Lyra on Optimism https://twitter.com/optimismPBC/status/1430334558654767108?s=20 29:56 MEV Breakthrough https://twitter.com/drakefjustin/status/1430652250226151425 34:20 Hop Protocol https://twitter.com/HopProtocol/status/1430630767042904074 36:16 Layer Zero Podcast https://twitter.com/TrustlessState/status/1430254024964513792 39:00 tl;dr Show https://youtu.be/Yy9CY-KOxNQ 39:45 Raises Fractional: https://www.theblockcrypto.com/linked/115122/fractional-nft-platform-raises-7-9-million-in-seed-funding Immutable: https://twitter.com/Immutable/status/1430611200736337920?s=20 3LAU: https://www.coindesk.com/3lau-raises-16m-to-tokenize-music-royalties-for-artists-and-fans 46:55 Jobs https://jobs.banklesshq.com/

1:10:30 TAKES 1:11:30 Networks into Economies https://twitter.com/cdixon/status/1429585831899983876?s=20 1:15:31 New Types of Alpha https://twitter.com/scott_lew_is/status/1425950526651441158?s=20 1:18:42 Can’t Fork NFTs https://twitter.com/cyounessi1/status/1430325461767364613?s=21 1:20:32 DC Ethereum Dominance https://twitter.com/iamDCinvestor/status/1429558574313791488 1:21:30 Early vs. Late https://twitter.com/cyounessi1/status/1430275250453979140 1:25:09 OnlyFans & Politics https://www.coindesk.com/onlyfans-shows-how-the-banking-system-is-politicized

1:30:06 What David’s Excited About https://twitter.com/TrustlessState/status/1430672599420346374?s=20 1:31:56 What Ryan’s Excited About

1:35:56 Bankless Nation Member of the Week https://twitter.com/_t_shot/status/1429584536426401799?s=20

1:36:47 MEME of the Week https://twitter.com/BanklessHQ/status/1429413279424712707?s=20

1:38:11 Closing & Disclaimers https://twitter.com/Cryptob04989352/status/1423985084785254400?s=20

----- 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

NFT Mania! | Andy8052 & DeeZe (SotN) Aug 25, 2021

The NFT Boom rages on. We bring on Fractional team members and CryptoPunk holders DeeZe and Andy to make sense of all this.

Is this just the beginning? Is this a speculative mania? Maybe it's something more. This could be the genesis of a new set of passionate communities, where culture has a quantifiable value.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 10:00 Andy & DeeZe 13:15 jpeg Summer 17:20 NFTs vs. DeFi Tokens 21:14 What Started This? 26:17 The Fundamentals 29:48 Mania or Bubble Territory? 34:03 NFT Evaluation 101 41:43 Getting Things You Like 44:38 Mimetic Desire 50:00 Art Blocks and Generative Art 55:44 Auctions & Pricing 59:47 Fidenza 1:04:01 The Next Picasso 1:11:00 The One-of-One Game 1:17:14 On-Chain NFTs 1:21:07 Vetting Projects 1:26:59 How Long Will This Last? 1:30:53 Closing & Disclaimers

------ Resources:

DeeZe on Twitter: https://twitter.com/DeezeFi?s=20 Andy on Twitter: https://twitter.com/andy8052?s=20

----- 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

Dmitry Buterin | Layer Zero Aug 24, 2021

Dmitry Buterin joins David for the premiere of Layer Zero, a new Bankless podcast that explores the human side of Ethereum. Beneath the technological innovation and socioeconomic disruption happening in the DeFi space, there are human beings – really interesting, thoughtful, passionate human beings. Layer Zero is at the bottom of the economic stack: the people.

For the debut episode, it only made sense to bring on Dmitry, father of Ethereum founder Vitalik. Topics include Vitalik’s youth, Soviet Russia, and universal consciousness, but they don’t stop there. How often does Dmitry check ETH Price? What’s his workout routine? Tune in and find out.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 4:00 Dmitry Buterin 6:30 Growing Up in the Soviet Union 11:27 Learning Computer Science 17:02 Vitalik’s Youth 20:58 A Gifted Kid 22:43 Mindfulness & Spirituality 26:43 Kindness & Compassion 32:00 Ethereum & Spirituality 39:57 Political Compass 45:21 Canada & Vitalik’s Social Skills 49:20 The World Traveler 55:29 Conferences & Safety 1:00:23 ETH Price 1:01:48 Exercise 1:03:52 Hanging Out 1:04:53 A Chaotic World 1:07:00 Consciousness & Communism 1:15:56 A March to Universal Consciousness 1:18:48 Exporting Values

------ Resources:

Dmitry on Twitter: https://twitter.com/BlockGeekDima?s=20

----- 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

79 - The Crypto Coalition | Ryan Selkis Aug 23, 2021

Ryan Selkis is the Founder and CEO the crypto data analytics platform Messari. Last time Ryan was on the podcast, we debated Ether’s properties as a money and the triple point asset thesis. We revisit many of these topics and explore what has changed in the landscape over the past year.

However, we also discuss a perhaps more pressing issue: the state of regulation for the industry. Ryan is poised to take a strong leadership role in the political side of crypto, and he’s developing offensive strategies for the crypto vs. nation-state conflict. Listen in to learn why he’s now a single-issue voter.

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------

Topics Covered:

0:00 Intro 4:00 Ryan Selkis of Messari 6:44 Ryan’s Broad Approach 12:41 Why Do They Hate Us? 18:13 “Protecting Us” 27:30 Single Issue Voters 35:49 It’s a Team Sport 45:00 Aligning with Regulators 54:00 Institutional Reactions 57:23 What the Markets Say 1:01:01 Ether as an Asset 1:08:40 The Flippening 1:10:44 Ethereum’s Narrative 1:13:53 Market Cap vs Money 1:17:37 Institutional Demand 1:19:55 Hot Sectors for Analysis 1:23:24 The Network State 1:26:41 Closing & Disclaimers

------ Resources:

Ryan on Twitter: https://twitter.com/twobitidiot?s=20 Ryan’s Tweet Thread: https://twitter.com/twobitidiot/status/1426020410370449410?s=20 Mainnet Event: https://mainnet.events/ Messari: https://messari.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: TikTok x Audius, Penguins & CryptoPunks, Robinhood Crypto, Uniswap Treasury (August 20) Aug 20, 2021

3rd Week of August 2021

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | Break up with your Lottery! https://bankless.cc/PoolTogether ------

0:00 Intro

1:26 MARKETS 1:36 BTC Price 2:05 ETH Price 2:40 ETH/BTC Ratio 3:38 DeFi Action 7:28 Layer 2 Action https://l2beat.com/ 9:55 EIP 1559 is Burning ETH https://ultrasound.money/ 12:53 Gas Price Volatility https://twitter.com/takenstheorem/status/1427130936940851201?s=21 16:55 NFT Monthy Volumes https://twitter.com/fintechfrank/status/1427432022109216775?s=21 Opensea vs. Etsy https://twitter.com/xanderatallah/status/1427453596858294272?s=20

21:00 RELEASES 22:00 1inch on Optimism https://www.coindesk.com/defis-1inch-network-launches-on-ethereum-scaling-platform-optimism 24:26 Balancer Metastable Pools & Lido Partnership https://medium.com/balancer-protocol/balancer-launches-metastable-pools-to-further-pool-liquidity-9eade44d73d8 26:54 Bloomberg Galaxy Index https://www.coindesk.com/galaxy-digital-launches-defi-index-tracker-fund Frank’s Take https://twitter.com/fintechfrank/status/1428348530888871945?s=20 30:18 Metamask EIP1559 Support https://twitter.com/MetaMask/status/1428148268031102976?s=20 30:55 Fintech Collective https://www.theblockcrypto.com/linked/115077/fintech-collective-250-million-fund-defi-strategy 33:57 Jobs https://jobs.banklesshq.com/

1:18:00 TAKES 1:19:00 Why We Love the Industry https://twitter.com/sassal0x/status/1427805148248608777?s=20 1:20:41 Community Innovation https://twitter.com/StaniKulechov/status/1427256596611088387?s=20 1:22:25 Every Object Is Scarce https://twitter.com/naval/status/1428232383703044096?s=20 1:23:49 Single Issue Voter https://twitter.com/twobitidiot

1:25:55 What David’s Excited About 1:28:53 What Ryan’s Excited About

1:32:55 MEME of the Week https://www.instagram.com/p/CSwc8pjihdL/?utm_medium=copy_link

1:33:39 Closing & Disclaimers

----- 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

DAO Panel | Kain Warwick, CoopahTroopah, Tracheopteryx Aug 19, 2021

DAOs are heating up. In 2021, the tools and infrastructure surrounding DAOs have taken off at an incredible pace. Digital organizations have the potential to fundamentally change the way we coordinate as a species.

We bring on DAO experts Kain Warwick, Cooper Turley, and Tracheopteryx to provide insights into this budding movement.

What is different about DAOs? Why are we excited about them? ------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ Topics Covered:

0:00 Intro 4:00 Kain, Cooper, and Trach 6:32 Are DAOs Different? 10:55 Leadership in DAOs 16:32 Keys to a Successful DAO 23:08 Purpose and Values 29:13 Optimal DAO Size 36:20 The Goal of DAOs 41:00 Does Coin Voting Suck? 51:49 The DAO Lifestyle 57:21 Fluidity, Growth, and Community 1:04:07 The A in DAO 1:10:45 Slaying Moloch 1:15:11 How DAOs Change Lives 1:19:32 Closing & Disclaimers

------ Resources:

Kain on Twitter https://twitter.com/kaiynne?s=20

Cooper on Twitter: https://twitter.com/Cooopahtroopa?s=20

Tracheopteryx on Twitter: https://twitter.com/tracheopteryx?s=20

----- 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 State of Crypto Regulation | Jake Chervinsky (SotN 8/17) Aug 18, 2021

Jake Chervinsky is fighting on the front lines for the effective regulation of crypto, and he was a key contributor in the efforts to amend the United States Infrastructure Bill, which recently passed the Senate.

On this State of the Nation, we discuss the unfolding events in US Legislation, and how we can move forward towards a cooperative and productive regulatory landscape.

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 TracerDAO | Building DeFi Infrastructure. Join the Discord! https://bankless.cc/TracerDAO ------ Resources:

Jake on Twitter: https://twitter.com/jchervinsky?s=20

The Blockchain Association: https://twitter.com/BlockchainAssn?s=20

----- 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

78 - Institutional DeFi Infrastructure | Fireblocks' Michael Shaulov Aug 16, 2021

Fireblocks is building infrastructure to help businesses adopt digital assets with a suite of products, providing institutions access to DeFi with security and convenience. Last month, Fireblocks raised over $300 million at a $2.2B valuation.

CEO Michael Shaulov comes on the Bankless Podcast to explore why institutions are choosing to outsource their crypto-native workflows to an infrastructure company like Fireblocks, whose expertise and products aim to provide secure & effective storage, transactions, and issuance.

Get the Debrief for this episode! https://shows.banklesshq.com/p/exclusive-debrief-institutional-defi

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------

Topics Covered:

0:00 Intro 6:00 Michael Shaulov of Fireblocks 8:05 Valuation and Raise 13:18 Institutional FOMO 17:39 What is Fireblocks? 22:27 Outsourcing Workflows 27:41 Institutions are Coming 31:31 Clients & Products 41:52 AWS For Crypto Banking 48:22 Security & Management 54:10 Bullish on DeFi 1:00:16 CeFi & DeFi Activity 1:08:20 Using Aave & Compound 1:12:50 Bridging into DeFi 1:15:58 Institutional DeFi 1:22:00 Regulation 1:30:26 Too Successful 1:35:31 The DeFi Mullet 1:39:17 Closing & Disclaimers

------ Resources:

Fireblocks https://www.fireblocks.com/ Fireblocks on Twitter https://twitter.com/FireblocksHQ?s=20

----- 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: Ethereum Burning | Penguin & Axie NFTs | Poly Network Hack | Infrastructure Bill (August 13) Aug 13, 2021

2nd Week of August 2021

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | Break up with your Lottery! https://bankless.cc/PoolTogether ------

Topics Covered:

0:00 Intro

1:30 MARKETS 2:05 BTC Price 3:04 ETH Price 7:10 ETH/BTC Ratio 9:55 ETH’s Q2 https://www.businesswire.com/news/home/20210804005657/en/Genesis-Q2-Report-Shows-Decreasing-Bitcoin-Dominance-and-Hedge-Funds-Diving-Into-DeFi 13:12 ETH Volume https://twitter.com/geenty/status/1425198900068110338?s=21 14:50 Institutional Demand https://twitter.com/fintechfrank/status/1425586708305829891 15:57 DeFi Action 20:10 Layer 2 Beat https://l2beat.com/ 23:21 EIP-1559 Burned: https://www.etherchain.org/burn Bankless-Inspired Dashboard: https://twitter.com/MSilb7/status/1423314663052218373?s=20 29:54 Axie $1B Volume https://twitter.com/Psycheout86/status/1423719170315800581?s=20 31:38 Coinbase’s Impressive Quarter https://twitter.com/CNBCClosingBell/status/1425186855641829381?s=20

33:00 RELEASES 35:00 Arbitrum in August https://twitter.com/arbitrum/status/1423709666203344899?s=21 38:26 Rarible Protocol https://twitter.com/rariblecom/status/1425840333854711809?s=20 39:17 Gearbox Leverage https://medium.com/gearbox-protocol/hello-world-this-is-gearbox-generalized-leverage-protocol-cbec5f34bb98 41:37 Raises Helium: https://twitter.com/TheBlock__/status/1425255811731894278?s=20 Dune Analytics: https://twitter.com/DuneAnalytics/status/1425821738626019330?s=20 Liquality Wallet: https://twitter.com/TheBlock__/status/1425200897475465220 TaxBit: https://twitter.com/CoinDesk/status/1425825002104922116?s=20 46:34 Jobs https://jobs.banklesshq.com/

1:13:00 TAKES 1:14:30 Coordinate, Don’t Overreact https://twitter.com/econoar/status/1423483356583370752?s=20 1:16:04 Su Zhu on jpegs https://twitter.com/zhusu/status/1423833467406585860?s=21 1:17:47 David on jpegs https://twitter.com/trustlessstate/status/1424119278085697536?s=21 1:19:05 Eric on jpegs https://twitter.com/econoar/status/1424506591080976391?s=21 1:20:03 Andrew Yang https://twitter.com/AndrewYang/status/1425193106950041600?s=20

1:21:26 What Anthony’s Excited About 1:22:38 What David’s Excited About

1:24:25 MEME of the Week https://twitter.com/BanklessHQ/status/1423503086459359235?s=20 Meme 2: https://twitter.com/TrustlessState/status/1423386503766437888?s=20

1:29:16 Closing & Disclaimers

----- 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

EIP1559 SmartCon Panel | DC Investor, SquishChaos, James Wang Aug 12, 2021

Smart Contract Summit, hosted by Chainlink Labs, is the biggest smart contract event of the year with leading speakers and projects across DeFi, the NFT economy, and the larger blockchain industry.

Check out the other discussions here: https://www.smartcontractsummit.io/

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | DeFi's No-Loss Lottery Protocol https://bankless.cc/PoolTogether ------

Resources:

DC Investor on Twitter: https://twitter.com/iamDCinvestor?s=20

SquishChaos on Twitter: https://twitter.com/SquishChaos?s=20

James Wang on Twitter: https://twitter.com/draecomino?s=20

----- 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 State of Optimism | Ben Jones & Karl Floersch (SotN 8/10) Aug 11, 2021

Optimism is scaling Ethereum with its open-source Optimistic Rollup. Uniswap recently deployed on Optimistic Ethereum, officially kicking off Ethereum's Scalability Summer. Where does Optimism stand now? What's next?

Optimists Ben Jones & Karl Floersch join to talk about working on Ethereum’s hardest problems and pioneering a better future for humanity.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | DeFi's No-Loss Lottery Protocol https://bankless.cc/PoolTogether ------

Topics Covered:

0:00 Intro 7:00 Ben Jones & Karl Floersch 9:10 Is Ethereum Scaling? 10:03 The History of Optimism 16:20 A Scaled Ethereum Chain 19:26 A Mental Model & Theme Parks 27:24 Governors & Contracts 29:29 Infrastructure & Use Cases 37:07 The Optimistic EVM 41:32 How Much Scale is There? 49:04 Latency & Liquidity 58:59 Layer 2 to Layer 2 1:06:29 Understanding Tradeoffs 1:09:18 MEV & Sequencing 1:19:17 Power & Responsibility 1:27:08 Saving Humanity 1:29:48 Fire Round Questions 1:34:54 Closing & Disclaimers

------ Resources:

Optimism: https://optimism.io/ Ben on Twitter: https://twitter.com/ben_chain?s=20 Karl on Twitter: https://twitter.com/karl_dot_tech?s=20

----- 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

77 - China's Digital Currency Revolution | Richard Turrin Aug 09, 2021

Richard Turrin is the best selling author of Innovation Lab Excellence, and recently published his new book Cashless: China's Digital Currency Revolution. This new release covers the story and context of China’s new Central Bank Digital Currency (CBDC) and the innovation happening in that space.

In this episode, Richard walks us through the efforts China has made to innovate within its Fintech platforms, and how it poses a long-term threat to US Dollar dominance. With smart contracts on the way, what does the world look like with a maximally successful Chinese CBDC? Listen in and find out.

In this episode's exclusive debrief, we dive into all the questions we didn't have time to ask and explore how big of a challenge CBDCs pose to crypto. Get it here:

https://shows.banklesshq.com/p/exclusive-debrief-chinas-digital

------ 📣 PoolTogether | DeFi's No-Loss Lottery Protocol https://bankless.cc/PoolTogether

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------

Topics Covered:

0:00 Intro 9:30 Richard Turrin 12:03 Where The US Went Wrong 16:34 China’s Last 10 Years 23:10 Comparing the User Experience 30:00 A Cultural Divide 38:17 A Regulatory Divide 47:00 Central Bank Digital Currencies 57:43 Digitized vs Digital Currency 1:05:19 Benefits of a CBDC 1:14:48 The Design & Smart Contracts 1:25:00 Verification and KYC 1:30:57 China’s International Ambitions 1:35:43 The Impact on Crypto 1:39:13 When the West Wakes Up 1:42:03 Closing & Disclaimers

------ Resources:

Richard on Twitter https://twitter.com/richardturrin?s=20 Cashless: China's Digital Currency Revolution https://www.amazon.com/Cashless-Chinas-Digital-Currency-Revolution/dp/1949642720/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr=

----- 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: EIP-1559 | Infrastructure Bill | CryptoPunks & NFTs | Bitcoin ETF | DyDx Token (August 6th) Aug 06, 2021

1st Week of August 2021

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | Break up with your Lottery! https://bankless.cc/PoolTogether ------

Topics Covered:

0:00 Intro

1:56 MARKETS 2:08 BTC Price 2:27 ETH Price 3:28 ETH/BTC Ratio 4:24 DeFi Action 6:27 EIP 1559 https://ultrasound.money/ 11:44 Ultra Sound Block https://twitter.com/AlexanderFisher/status/1423277318773088257 13:14 1559 Wallets https://metamask.io/1559.html 15:26 Going Mainstream https://twitter.com/TrustlessState/status/1423293814312108039?s=20 16:05 Uniswap Burning https://twitter.com/haydenzadams/status/1423292792617402371?s=21 19:09 221M Crypto Users https://twitter.com/RyanSAdams/status/1421108123016830982?s=20 21:16 OpenSea Volume https://twitter.com/dfinzer/status/1422016457290956800?s=21 22:29 DeFi Addresses https://decrypt.co/77593/ethereum-addresses-using-defi-rose-65-last-quarter

24:45 RELEASES 25:13 Starkware & SoRare https://medium.com/sorare/were-live-on-our-scaling-solution-starkware-62438abee9a8 25:54 Thales https://thalesmarket.medium.com/the-day-has-come-thales-dapp-launches-on-ethereum-mainnet-366b98ed0c71 26:21 DyDx Token https://newsletter.banklesshq.com/p/-alpha-alert-dydx-retroactive-drop Sad Meme: https://twitter.com/monetsupply/status/1422745261986631682?s=21 29:10 Bitwise UNI & Aave Funds https://www.bitwiseinvestments.com/resources/press-releases/bitwise-asset-management-expands-defi-suite-with-launch-of-the-worlds-first-uniswap-and-aave-funds 29:58 Argent Layer 2 Waitlist https://twitter.com/argentHQ/status/1422262937423597571 31:09 Rocket Pool Testnet https://medium.com/rocket-pool/rocket-pool-prater-testnet-guides-2428ecdc565e 31:32 ETH Modeler https://www.ethmodel.io/ 32:12 Diversifi Polygon Bridge https://twitter.com/deversifi/status/1422596299216543746 32:46 RAISES Messari: https://twitter.com/DelRayMan/status/1423284038811492372?s=19 Point72: https://markets.businessinsider.com/news/currencies/steve-cohen-point72-hire-boss-head-digital-asset-crypto-jobs-2021-7 Sense Finance: https://medium.com/sensefinance/sense-finance-raises-5-2m-to-add-a-new-dimension-to-defi-bbccb508d271 Krystal: https://www.theblockcrypto.com/post/113483/defi-platform-krystal-crypto-seed-funding 34:51 Jobs https://bankless.cc/jobs

35:27 NEWS 35:37 Trustless ETH Staking https://blog.lido.fi/the-road-to-trustless-ethereum-staking/ 38:05 Zcash Proof of Stake? https://twitter.com/zooko/status/1422575010221199361?s=20 39:53 Punk Pump https://decrypt.co/77392/cryptopunk-prices-rise-53-in-week-after-ethereum-whales-feeding-frenzy 43:28 Polygon & Knicks https://twitter.com/mihailobjelic/status/1421535583856439298?s=21 43:57 Treeverse https://twitter.com/TheTreeverse/status/1423047756667629578 43:30 Infrastructure Bill https://twitter.com/jchervinsky/status/1421150344051048451 Amendment: https://twitter.com/jerrybrito/status/1422974253876580355?s=20 Do your part: https://www.fightforthefuture.org/actions/stop-the-senate-from-sneaking-through-total-surveillance-of-the-crypto-economy/ Bailout: https://twitter.com/RyanSAdams/status/1423097584034402308?s=20 55:00 Gary Gensler Speech https://www.sec.gov/news/public-statement/gensler-aspen-security-forum-2021-08-03#_ftn10 Nic Carter: https://twitter.com/nic__carter/status/1422602420119556098?s=20 Positives: https://twitter.com/prestonjbyrne/status/1422602012060004356?s=20 ETF: https://www.bloomberg.com/news/articles/2021-08-03/sec-s-gensler-signals-pathway-for-a-bitcoin-etf-with-tough-rules 1:04:09 China Pressure https://shows.banklesshq.com/p/-early-access-chinas-digital-currency 1:07:30 Drive-By’s Wealthfront: https://www.thestreet.com/crypto/news/wealthfront-adds-grayscales-bitcoin-and-ethereum-trusts-for-clients Spagni: https://cointelegraph.com/news/monero-s-former-maintainer-arrested-in-u-s-for-allegations-unrelated-to-cryptocurrency

1:09:00 TAKES 1:11:00 Maxi’s Coping https://twitter.com/econoar/status/1423143520781553668?s=20 1:15:00 Talking Crypto Daily https://twitter.com/jdorman81/status/1418253693829357572?s=20 1:15:56 Binance Squeeze Bullish DeFi https://twitter.com/iamjosephyoung/status/1421058386704035840 1:16:54 America’s Biggest Export https://twitter.com/RealNatashaChe/status/1422270993498705921 1:18:33 EIP-1559 Ju-jitsu https://twitter.com/RyanSAdams/status/1422920975600037888?s=20 1:21:22 Success is a Muscle https://twitter.com/hasufl/status/1423295802705735686?s=20

1:22:48 What David’s Excited About 1:24:49 What Ryan’s Excited About

1:27:28 The Merge

1:28:28 Meme of the Week

1:30:25 Closing & Disclaimers

LIVESTREAM: London Hardfork | EIP1559 GOES LIVE Aug 05, 2021

Join the Bankless and EthHub boys as they livestream during the London Hardfork and watch EIP1559 start burning ETH! ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 PoolTogether | DeFi's No-Loss Lottery Protocol https://bankless.cc/PoolTogether ------ Resources:

DC Investor on Twitter: https://twitter.com/iamDCinvestor?s=20

Eric on Twitter: https://twitter.com/econoar?s=20

Hudson on Twitter: https://twitter.com/hudsonjameson?s=20

Justin on Twitter: https://twitter.com/drakefjustin?s=20

Anthony on Twitter: https://twitter.com/sassal0x?s=20

----- 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

EIP1559 Expert Panel | Tim Beiko, Hasu, Micah Zoltu, Barnabe Monnot, Matt (LightClients) Aug 04, 2021

The time has come. With the London Fork just around the corner, the much anticipated EIP-1559 will be implemented. This fundamentally changes the relationship among miners, users, and gas.

This panel, moderated by Ethereum core developer Tim Beiko, is set to discuss the macro and micro shifts to the ecosystem. We've talked about this a lot on Bankless, so it's time to hear from experts around the community about this massive turning point.

------ 📣 PoolTogether | DeFi's No-Loss Lottery Protocol https://bankless.cc/PoolTogether ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------

Topics Covered:

0:00 Intro 8:00 Understanding EIP 1559 ETH Research post: https://ethresear.ch/t/first-and-second-price-auctions-and-improved-transaction-fee-markets/2410 20:34 Changing Metrics 26:21 Improving User Experience Micah’s article: https://medium.com/coinmonks/a-tale-of-two-pricing-schemes-dc9c8717906 33:45 Advice for Smart Contract Devs JSON RPC Changes: https://hackmd.io/@timbeiko/1559-json-rpc 42:30 Miners, Burning Fees, and MEV 53:52 Clarifying MEV and Gas Prices 57:00 EIP 1559 on Geth 1:04:44 Hasu's Turning Point on ETH 1:11:11 David & Ryan ask Community Questions 1:15:51 Fifteen Fifty-Nine 1:19:40 Old Transactions in a New Paradigm 1:22:00 Stuck & Pending Transactions 1:24:16 Changing Monetary Policy 1:36:01 Manipulating Block Size 1:39:58 Discussing Timelines 1:47:25 Closing & Disclaimers

------ Resources:

Tim Beiko on Twitter: https://twitter.com/TimBeiko?s=20

Barnabe Monnot on Twitter: https://twitter.com/barnabemonnot?s=20

Hasu on Twitter: https://twitter.com/hasufl?s=20

Lightclients on Twitter: https://twitter.com/lightclients?s=20

Micah Zoltu on Twitter: https://twitter.com/MicahZoltu?s=20

----- 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

76 - Inflation in 2021 | Lyn Alden Aug 02, 2021

Lyn Alden returns to the podcast, this time to discuss Inflation. Founder of Lyn Alden Investments, we keep coming back to Lyn because of her sharp analysis and compelling macro takes.

We explore the three types of inflation, how they intersect and affect one another, and what this means for the global outlook of crypto and society.

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Topics Covered:

0:00 Intro 6:00 Lyn Alden & Overview 10:08 Fiscal Policies & COVID 19:02 3 Types of Inflation 27:22 Ordering & Measuring 32:50 The Long Arc of History 40:57 Transitory or Permanent? 49:22 Wages vs Assets 56:08 The Effects of Inflation 1:00:00 Winners and Losers 1:09:40 A Global Perspective 1:16:40 The Death of Dollar Dominance 1:23:03 Multi-Polar Reserve Currency 1:27:50 COVID Delta Variant 1:32:57 Where Crypto Comes In 1:39:12 Ethereum & The Bull Market 1:45:34 Advice for Listeners 1:48:34 Closing & Disclaimers

------ Resources:

Lyn on Twitter: https://twitter.com/LynAldenContact?s=20

Lyn's Website & Newsletter: https://www.lynalden.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

ROLLUP: Uniswap Front-End | Elizabeth Warren Shadowy Super Coders | COVID-19 Crypto | FTX & Binance Jul 30, 2021

4th Week of July 2021

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------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon ------

Topics Covered

0:00 Intro 5:36 EIP 1559 and other PSAs

10:55 MARKETS 11:05 BTC Price Shorts: https://twitter.com/woonomic/status/1419621135373701123?s=20 14:02 ETH Price 14:42 BTC/ETH Ratio 15:34 DeFi Action 17:33 The BED Index https://www.indexcoop.com/bed Pancake: https://twitter.com/xofee3/status/1419631884846387200?s=21 23:23 Axie Hasn’t Stopped https://www.coingecko.com/en/coins/axie-infinity 25:21 Optimism Revenue https://twitter.com/tokenterminal/status/1420053733052932097?s=21 26:06 Crypto Fees https://cryptofees.info/ 27:00 1 in 10 Invested https://www.marketwatch.com/story/more-than-1-in-10-americans-invested-in-crypto-this-year-heres-how-they-differ-from-stock-market-investors-11626980261

29:00 RELEASES 30:55 Ultra Sound Summer https://twitter.com/BanklessHQ/status/1418660235393130502?s=20 34:00 Polygon $100M Gaming Fund https://twitter.com/_PolygonStudios/status/1417200733703720991 36:15 Aave Arc https://twitter.com/HsakaTrades/status/1418276172396306432?s=20 38:45 Fractional NFTs https://twitter.com/fractional_art/status/1419696688302854146?s=20 41:22 Binance & Polygon https://twitter.com/MihailoBjelic/status/1420328228795846658 42:55 Etherscan ‘Blockscan’ Upgrade https://twitter.com/etherscan/status/1419985650632122369 44:45 Rabby Wallet https://medium.com/@rabby_io/rabby-release-announcement-564406988e2b 47:00 Lyra DAO https://blog.lyra.finance/lyra-dao-raises-3-3m/ 49:27 Fireblocks $310M https://cointelegraph.com/news/blockchain-unicorn-fireblocks-raises-310m 50:33 Crypto Jobs https://pallet.xyz/list/bankless/jobs

52:10 NEWS 52:20 PayPal Super App https://cointelegraph.com/news/paypal-s-crypto-super-app-set-to-roll-out-soon 56:10 Amazon Hiring https://www.amazon.jobs/en/jobs/1644513/digital-currency-and-blockchain-product-lead 57:10 Jack ETH Troll https://twitter.com/jack/status/1418344349289566212?s=21 Community: https://twitter.com/coingecko/status/1418406317903863809?s=20 1:00:35 Uniswap Front End https://uniswap.org/blog/token-access-app/ 2019: https://newsletter.banklesshq.com/p/unstoppable-liquidity-market-monday-8d6 1:08:14 Reddit on Arbitrum https://twitter.com/arbitrum/status/1418260889698983936?s=20 1:11:50 Media’s Behind https://twitter.com/wongisrite/status/1419790042537496581?s=20 1:13:40 BitGo & Index Coop https://blockworks.co/bitgo-and-index-coop-partner-to-build-blue-chip-experience-for-defi-investment/ 1:15:05 Shopify NFTs https://www.coindesk.com/shopify-to-allow-merchants-to-sell-nfts-directly-through-their-stores 1:22:25 Stonercats https://www.coindesk.com/vitalik-buterin-joins-cast-of-stoner-cats-mila-kunis-new-animated-nft-show 1:24:50 Coca-Cola NFTs https://www.theblockcrypto.com/post/112779/coca-cola-creates-its-first-collection-of-brand-inspired-nfts 1:25:29 Pplpleasr Fortune Magazine https://twitter.com/pplpleasr1/status/1420780214175555585 1:26:53 Elizabeth Warren, Shadowy Super Coders https://decrypt.co/76997/elizabeth-warren-crypto-big-banks-shadowy-super-coders Letter: https://www.warren.senate.gov/imo/media/doc/FSOC%20Crypto%20Letter%2007.26.2021.pdf 1:31:30 Infrastructure Bill https://www.theblockcrypto.com/linked/112877/white-house-says-crypto-tax-enforcement-will-help-pay-for-bipartisan-infrastructure-deal Meme: https://twitter.com/sassal0x/status/1420769026804912131?s=20 Coin Center: https://twitter.com/jerrybrito/status/1420724068286926853?s=20 1:35:14 News Quick Takes 1:37:30 Goldman Sachs DeFi ETF https://www.coindesk.com/goldman-sachs-applies-for-defi-etf

1:40:00 TAKES 1:41:00 Facebook Metaverse https://twitter.com/ClaireSilver12/status/1418268267483996168 1:43:38 Regulatory Own Goal https://twitter.com/runekek/status/1419388578585513985?s=21 1:45:45 Gaming is Next https://twitter.com/tokenterminal/status/1418699352521035779?s=20 1:46:43 ETH vs. Commodities https://twitter.com/sassal0x/status/1419942343608729601?s=20

1:47:49 What David’s Excited About 1:48:30 What Ryan’s Excited About

1:50:38 MEME of the Week https://twitter.com/BanklessHQ/status/1418368850052096003?s=20

----- 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

Fractional | AMA with Andy8052 Jul 29, 2021

NFTs have exploded in 2021, but many coveted pieces are far out of the price range of average DeFi citizens. Enter Fractional, the new protocol for buying, selling, and minting fractions of NFTs.

This breaks apart NFTs and allows anyone to unlock NFT liquidity and open the door for community involvement. To detail this step forward in crypto culture, we bring on Fractional lead dev @Andy8052 for a Live AMA.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙 SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🏅CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon

------

Resources:

Andy on Twitter https://twitter.com/andy8052?s=20

Fractional https://fractional.art/

------ 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

Building A Decentralized Blackrock | Index Coop (SotN 7/27) Jul 28, 2021

Index Coop is a DAO focused on making fully decentralized crypto index products, like the DPI (DeFi Pulse Index). Recently, the Index Coop teamed up with Bankless DAO to launch the BED Index: 1/3 Bitcoin, 1/3 Ether, and 1/3 DPI.

Products like these make it easier than ever to get some skin in the game, so Do Your Own Research, and learn why the future of finance is decentralized. For this week's State of the Nation, we bring on four core contributors of Index Coop to walk us through it.

Live on Tuesday at 11am PST / 2pm EST!

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🔐 LEDGER | SECURE YOUR ASSETS https://bankless.cc/Ledger

🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon ------ Resources:

Index Coop: https://www.indexcoop.com/ Announcing the BED Index: https://medium.com/indexcoop/recommending-crypto-to-friends-family-just-became-10x-easier-ccb57ea1903a Verto on Twitter: https://twitter.com/verto0912?s=20 BigSky on Twitter: https://twitter.com/BigSky_7?s=20 Dark Forest Capital on Twitter: https://twitter.com/DarkForestCap?s=20 LemonadeAlpha on Twitter: https://twitter.com/AlphaLemonade?s=20

----- 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

75 - The ETHCC Experience | Interviews with Ethereum Community Leaders Jul 26, 2021

Did you miss out on ETHCC? Here's the antidote to your FOMO.

David interviews 9 thought leaders and builders about the conference, Paris, and the broader Ethereum Community.

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon ------ Topics Covered:

0:00 Intro 2:00 What is ETHCC? 6:20 The Guests & The Vibe 10:23 The Community & Building 13:55 BTC Miami & ETH CC 20:15 Ethereum Documentary 23:34 Paris, Parties, and Culture

29:00 Vitalik Buterin 32:40 The Magnitude of ETH 39:05 What Vitalik’s Thinking About 42:26 Ethereum’s Social Layer

45:07 Stani Kulechov 48:38 What’s New This Conference? 51:45 Aave Ark (FKA Aave Pro) 54:24 rAAVE 57:12 The Magnitude of Aave

1:00:50 Kain Warwick 1:03:08 What’s Different This Time? 1:06:00 Around the Community

1:10:13 Jerome de Techey 1:15:00 Conferences and Community 1:20:00 What’s Great About ETHCC?

1:24:05 Aya Miyaguchi 1:27:18 The Ethereum Community 1:31:24 The Infinite Garden

1:36:00 Cooper Turley 1:40:09 The ETHCC Vibe

1:42:20 Simona Pop 1:47:40 Status

1:57:22 Joseph Delong 2:00:17 SushiSwap Roadmap

2:04:22 Jordi Baylina 2:08:00 The Hermez Network 2:11:58 Layer 2 vs Sidechain

------ Resources:

Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20 Stani on Twitter: https://twitter.com/StaniKulechov?s=20 Kain on Twitter: https://twitter.com/kaiynne?s=20 Jerome on Twitter: https://twitter.com/jdetychey?s=20 Aya on Twitter: https://twitter.com/AyaMiyagotchi?s=20 Cooper on Twitter: https://twitter.com/Cooopahtroopa?s=20 Simona on Twitter: https://twitter.com/Sim_Pop?s=20 Joseph on Twitter: https://twitter.com/josephdelong?s=20 Jordi on Twitter: https://twitter.com/jbaylina?s=20

----- 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: ETH CC Paris | BED Index | Elon Musk, Jack Dorsey, Cathie Wood & Bitcoin (3rd Week of July) Jul 23, 2021

3rd Week of July

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon ------

Topics Covered:

0:00 Intro

2:20 MARKETS 2:32 BTC Price 3:20 ETH Price 5:25 Google Search Trends https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-7e2 8:18 Market Cycles https://twitter.com/LilMoonLambo/status/1417483927132987403?s=20 11:00 ETH/BTC Ratio 12:20 DeFi Action 13:22 Institutional Demand Bad: https://cointelegraph.com/news/institutional-demand-for-bitcoin-evaporates-as-btc-struggles-below-31k Good: https://blockworks.co/fidelity-71-of-institutional-investors-plan-to-buy-crypto/?oly_enc_id=9918E2523689A0T 17:00 UNI Token https://twitter.com/tokenterminal/status/1404045729560150017?s=20

47:00 NEWS 47:20 The B Word Conference https://www.theblockcrypto.com/post/112158/elon-musk-says-spacex-owns-bitcoin-and-he-owns-ethereum-in-jack-dorsey-talk 49:30 ETH Settling $8T https://twitter.com/RyanSAdams/status/1415737374194249729?s=20 52:22 Decentralizing Maker https://blog.makerdao.com/makerdao-has-come-full-circle/ Legacy: https://twitter.com/RyanWatkins_/status/1417626182875586563?s=20 57:29 Infinite Garden Doc https://twitter.com/ljxie/status/1416202730687717377 58:38 Masterpiece https://masterpiece.so/ 59:18 Jack, BTC, Square https://cointelegraph.com/news/defi-on-bitcoin-jack-dorsey-launches-new-square-division-to-make-it-easy 1:01:20 USDC & Mastercard https://www.circle.com/blog/mastercard-taps-circle-for-usdc-settlement-pilot What’s in USDC: https://cointelegraph.com/news/auditors-reveal-usdc-backing-as-jim-cramer-sounds-alarm-over-tether-s-mad-money 1:04:34 Tether https://www.coindesk.com/tether-executives-cnbc-tech-check 1:07:30 New Jersey & BlockFi https://twitter.com/jchervinsky/status/1417499622319210508?s=20 1:09:15 Binance Ditching Stock Tokens https://www.reuters.com/world/china/binance-stops-selling-stock-tokens-after-regulatory-scrutiny-2021-07-16/

1:11:00 TAKES 1:12:00 2018 Bear Feels? https://twitter.com/mrjasonchoi/status/1415988858039062528?s=20 1:17:45 First New Asset Class https://twitter.com/QwQiao/status/1417081872467771397?s=20 1:18:20 Jake’s Concerned https://twitter.com/jchervinsky/status/1417928217550376960?s=20 1:20:58 100k Blocks Left https://twitter.com/preston_vanloon/status/1417551852577624077?s=20 1:21:47 Deflationary? https://twitter.com/TimBeiko/status/1415758024321372161 1:23:53 Vitalik Take https://pbs.twimg.com/media/E60ss3QWQAAZ3GY?format=jpg&name=large 1:27:45 David Take https://twitter.com/trustlessstate/status/1417886459907002376?s=21

1:29:00 What David’s Excited About 1:31:58 What Ryan’s Excited About

1:34:30 Meme of the Week

----- 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

Introducing ShapeShift DAO | Erik Voorhees (SotN 7/21) Jul 21, 2021

ShapeShift recently announced its plans to evolve into a community-owned, decentralized platform. In addition, they held the largest airdrop in crypto history with over 1 million eligible addresses.

We bring on (former?) CEO Erik Voorhees to discuss the transition, and how it could be paving the way for all legacy corporations. The Future is DAO.

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------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon ------

Topics Covered:

0:00 Intro 8:00 Erik Voorhees & ShapeShift 11:54 The History of ShapeShift 21:04 DAO-ifying 27:10 The Model for Shape-Shifting 32:53 How to DAO 41:06 The FOX Token 47:25 The DAO Launch 52:35 The Regulation Threat 58:40 The Industry Overview 1:05:35 What Erik’s Excited About 1:08:10 A Word for First Cyclers 1:10:34 Closing & Disclaimers

------ Resources:

Erik on Twitter: https://twitter.com/ErikVoorhees?s=20 FOX Airdrop: https://fox.shapeshift.com/airdrop ShapeShift Discord: https://discordapp.com/invite/dVVkMhb

----- 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

74 - The History of Electronic Markets | Tarun Chitra Jul 19, 2021

Tarun Chitra is co-founder of Gauntlet, a financial modeling platform for crypto. Tarun is a thought leader in the space and is an expert in a variety of topics surrounding DeFi.

This week, we discuss the history of electronic markets, and how we’re in the third wave of this phenomenon.

Get this episode's exclusive debrief! 👀 https://shows.banklesshq.com/p/exclusive-debrief-the-history-of

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Bankless Podcast #74: The History of Electronic Markets Guest: Tarun Chitra

We’re all familiar the image of traders in the pits of the New York Stock Exchange, holding up tickets and shouting out orders to one another. This is the backdrop for Electronic Markets 1.0, when ‘open outcry’ was the norm for the exchange of equities. When internet technology first emerged, it was brought to these markets, such that geographically distinct markets were fused by the instant communication of prices, bids, and offers.

New technologies come quickly to the markets, giving an advantage to those who adopt the fastest. Alongside traders and brokers are the technologists, the quants and computer scientists who leveraged their understanding of networks to revolutionize trading. This first wave of electronic markets lasted until the dawn of personal computers, home internet, and E-trade.

This second wave further revolutionized modern exchanges, distributing public access while consolidating liquidity. Synergistic with the dot-com boom, this explosion of retail investing once again turned exchanges on their heads. Look around now, and observe that we are in a third wave of new technologies applied to markets: Electronic Markets 3.0. Catalyzed first by mobile phones and now DeFi, the markets have once again been uprooted and fundamentally changed.

What does this all mean? Where do we go from here? How do we adjust for scaling complex markets? Well, listening to what Tarun Chitra has to say about it isn’t a bad place to start.

------ Topics Covered:

0:00 Intro 7:00 Tarun Chitra 10:40 A History Lesson on Markets 17:45 Patterns in Electronic Markets 20:55 Electronic Markets 1.0 29:09 Options and Removing Lawyers 1.0 38:08 Experimenting and Crashes 1.0 46:19 New Players & Regulation 1.0 52:19 Electronic Markets 2.0 1:00:08 ETFs and Consolidation 2.0 1:14:26 Before and After 2.0 1:23:00 Removing Lawyers 2.0 1:28:00 Electronic Markets 3.0 1:37:40 Experimenting and Crashes 3.0 1:46:07 Removing Lawyers 3.0 1:52:50 New Risks 3.0 2:00:35 Financial Crisis 3.0 2:09:10 Closing & Disclaimers

------ Resources:

Tarun on Twitter https://twitter.com/tarunchitra?s=20 Gauntlet Network https://gauntlet.network/ Inside Job: The Looting of America's Savings and Loans https://www.amazon.com/Inside-Job-Americas-Forbidden-Bookshelf-ebook/dp/B013S42VF6 More Money Than God: Hedge Funds and the Making of a New Elite https://www.amazon.com/More-Money-Than-God-Relations/dp/0143119419 When Genius Failed: The Rise and Fall of Long-Term Capital Management https://www.amazon.com/When-Genius-Failed-Long-Term-Management/dp/0375758259

----- 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: Optimism, Layer 2 Summer, Axie Infinity, ETH Documentary, Space Jam NFT (2nd Week of July) Jul 16, 2021

2nd Week of July 2021

------ 📺 ETH STAKING PANEL: https://youtu.be/-YD5cAbatOc ------ BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum

🍵 MATCHA | DECENTRALIZED EXCHANGE AGGREGATOR https://bankless.cc/Matcha

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🦄 UNISWAP | DECENTRALIZED FUNDING https://bankless.cc/UniGrants

------ 📣 SMARTCON | Register for Smart Contract Summit 2021! https://bankless.cc/SmartCon ------ Topics Covered:

0:00 Intro

2:50 MARKETS 3:00 BTC Price Lightning: https://twitter.com/VetleLunde/status/1414935599321124864?s=20 4:15 ETH Price Settling $8T: https://twitter.com/RyanSAdams/status/1415364147622170630?s=20 6:20 ETH/BTC Ratio 7:08 DeFi Action 3M DeFi Users: https://twitter.com/richardchen39/status/1414582943641657344?s=20 11:15 Axie Price Action 12:55 Value / Volume https://twitter.com/richardchen39/status/1414950857586749449?s=21 14:08 DAO Super-Users https://deepdao.io/#/people

40:15 NEWS 40:25 Uniswap DeFi Education Fund https://www.theblockcrypto.com/post/111185/harvard-law-blockchain-initiative-uniswap-dao Cobie: https://gov.uniswap.org/t/proposal-removal-of-established-cranial-follicles-fund/13314/3 46:23 Brazil ETH ETF https://twitter.com/Blockworks_/status/1415099592308400128?s=20 47:44 New Aave https://twitter.com/StaniKulechov/status/1415308052400594953?s=20 48:04 ShapeShift DAO https://twitter.com/coindesk/status/1415325952272437249?s=21 50:45 Amex NFTs https://www.americanbanker.com/news/american-express-turns-nfts-into-a-credit-card-perk 51:45 Space Jam NFTs https://twitter.com/JordanLyall/status/1414658019275644931?s=20 52:25 Jack Dorsey Hardware Wallets https://www.theblockcrypto.com/post/110916/jack-dorsey-square-bitcoin-hardware-wallet 53:10 Bullish SPAC https://www.theblockcrypto.com/linked/110950/former-nyse-president-to-take-crypto-exchange-bullish-public-via-spac 55:02 Fidelity Hiring https://www.theblockcrypto.com/linked/111066/fidelity-digital-assets-hire-70-percent-more-employees-institutional-interest-crypto 55:55 Inflation https://twitter.com/LynAldenContact/status/1414948397233082372?s=20 59:05 Banks vs Fintech https://thefr.com/fintech-news-in-brief/regulation-and-compliance-fintech-news 1:00:40 Quick News Alchemix: https://twitter.com/AlchemixFi/status/1414647769470443521 Binance: https://www.theblockcrypto.com/post/111482/italy-binance-consob-warning Bitcoin Miners: https://www.theblockcrypto.com/linked/111462/bit-digital-14500-bitcoin-miners-us-china-crackdown Metamask: https://twitter.com/MetaMask/status/1415390962826850309?s=20

1:04:00 TAKES 1:04:45 Jackson Palmer https://twitter.com/ummjackson/status/1415353984617914370?s=20 1:17:30 FTX Acquiring the World https://twitter.com/ft/status/1415075101205319689?s=21 1:20:15 One Paycheck Away https://twitter.com/TrustlessState/status/1415439010952925186?s=20

1:20:35 What David’s Excited About 1:21:55 What Ryan’s Excited About

1:25:03 Meme of the Week https://twitter.com/BanklessHQ/status/1415476264840744960?s=20 1:26:55 Moment of Zen https://twitter.com/ben_chain/status/1414360342856011777?s=21

----- 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

ETH Staking Panel | Coinbase, Lido, Rocket Pool Jul 15, 2021

ETH Staking Panelists: Darren Langley (Rocket Pool) Vasiliy Shapovalov (Lido) Ejaaz Ahamadeen (Coinbase)

With Ethereum's switch to Proof-of-Stake around the corner, a full spectrum of staking options has emerged. Many who want to participate will not be able to run their own self-custodied 24/7 validator node, and not everyone has the required 32 ETH. For these folks, Staking-as-a-Service allows broader participation in the PoS consensus mechanism. To discuss this, team members from Coinbase, Lido, and Rocket Pool come together in this panel to explore their approaches to the world of ETH staking!

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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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

ETH Staking Panel | Coinbase, Lido, Rocket Pool Jul 15, 2021

ETH Staking Panelists:

Darren Langley (Rocket Pool) Vasiliy Shapovalov (Lido) Ejaaz Ahamadeen (Coinbase)

----- 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/unigrants

------ 📣 KYBER | Liquidity mine with Rainmaker https://bankless.cc/kyber

------

With Ethereum's switch to Proof-of-Stake around the corner, a full spectrum of staking options has emerged. Many who want to participate will not be able to run their own self-custodied 24/7 validator node, and not everyone has the required 32 ETH. For these folks, Staking-as-a-Service allows broader participation in the PoS consensus mechanism. To discuss this, team members from Coinbase, Lido, and Rocket Pool come together in this panel to explore their approaches to the world of ETH staking!

------

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 Rise of Axie Infinity | Jeff 'Jiho' Zirlin (SotN 7/13) Jul 14, 2021

Axie Infinity has exploded into the mainstream in 2021. Is it just a game? Is it an economy? What does Play-to-Earn mean?

Join David and Ryan as they explore the world of Axie Infinity!

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap ------

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

73 - Building a $500M DeFi Fund | Arthur0x Jul 12, 2021

Arthur_0x is a massively successful investor in DeFi, and leads DeFiance Capital. His story is fascinating, as are his takes on the ecosystem and the crypto space from a global perspective.

GET THIS EPISODE'S EXCLUSIVE DEBRIEF: https://shows.banklesshq.com/p/exclusive-debrief-building-a-500m

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ Topics Covered:

0:00 Intro 6:00 Arthur 0x 12:55 The Secret Ingredient? 19:30 Show Up and Do Something 26:00 An Investing Thesis 33:48 Fundamentals Win 38:05 Token Value Capture 46:40 How to Evaluate 50:18 Undervalued Projects 56:35 The AMM Competition 1:00:13 ETH Killers 1:05:43 Layer 2 Scaling 1:14:00 A Global Perspective 1:20:13 Culture and Language 1:24:05 China BTC Mining 1:29:30 What Arthur’s Excited About 1:33:58 Closing & Disclaimers

------ Resources:

Arthur on Twitter https://twitter.com/Arthur_0x?s=20 DeFiance Capital https://www.defiance.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

TOP SIGNAL: DAO Dudes | Cooper Turley, Lucas Campbell, Callum Gladstone, James Waugh Jul 10, 2021

Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto! Subscribe to the Top Signal RSS Feed: https://podcasts.apple.com/us/podcast/top-signal/id1574944825

GUESTS @Cooopahtroopa @0x_Lucas @BlockchainJames @gladstonecallum

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge -----

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

TOP SIGNAL: DAO Dudes | Cooper Turley, Lucas Campbell, Callum Gladstone, James Waugh Jul 10, 2021

Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto!

Subscribe to the Top Signal RSS feed!

https://podcasts.apple.com/us/podcast/top-signal/id1574944825

GUESTS: @Cooopahtroopa @0x_Lucas @BlockchainJames @gladstonecallum

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge -----

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

TOP SIGNAL: DAO Dudes | Cooper Turley, Lucas Campbell, Callum Gladstone, James Waugh Jul 10, 2021

Join Michael Wong and David Hoffman as they attempt to make a show about comedy and crypto! Subscribe to the Top Signal RSS feed! https://podcasts.apple.com/us/podcast/top-signal/id1574944825

GUESTS @Cooopahtroopa @0x_Lucas @BlockchainJames @gladstonecallum

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge -----

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: Axie Infinity, Binance Squeeze, JPMorgan ETH Staking, EIP 1559 (1st Week of July) Jul 09, 2021

1st Week of July, 2021.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/unigrants

------ 📣 KYBER | Liquidity mine with Rainmaker https://bankless.cc/kyber ------

Topics Covered

0:00 Intro

2:10 MARKETS 2:20 BTC Price 4:56 ETH Price Exchanges https://twitter.com/cryptoquant_com/status/1411973786941804547 Deposit Contract http://www.theblockcrypto.com/data/decentralized-finance/asset-management/eth-in-eth2-deposit-contract 8:03 ETH/BTC 10:10 DeFi Action 13:15 NFT Volume https://duneanalytics.com/rchen8/opensea

16:30 RELEASES 17:45 EIP-1559 https://twitter.com/TimBeiko/status/1412762432079007748?s=20 Fee Burn https://goerli.etherscan.io/blocks?p=1 Fee Savings https://twitter.com/TimBeiko/status/1412995748665298944?s=20 22:35 Beacon Book https://twitter.com/StatefulWorks/status/1412408929267630093 24:30 Balancer & Polygon https://medium.com/balancer-protocol/balancer-joins-polygons-summer-of-defi-with-10-million-in-joint-token-incentives-c09d4db5ae9b Zapper https://twitter.com/zapper_fi/status/1412889987155173382 Dune https://twitter.com/0xPolygon/status/1409556178443505667?s=20 27:30 Göerli Sidechain https://twitter.com/bantg/status/1412388910429347841?s=20 31:05 Aave Pro in July https://twitter.com/TraderNoah/status/1411719489947906048 34:16 Raises Index Coop https://www.coindesk.com/dao-behind-defi-pulse-index-raises-7-7m-from-galaxy-digital-1kx Zerion https://www.theblockcrypto.com/post/110675/defi-investing-platform-zerion-series-a-funding

36:20 NEWS 36:30 JPMorgan ETH Staking Report https://decrypt.co/75108/ethereum-staking-crypto-jp-morgan 39:57 Andre on a Tear https://twitter.com/andrecronjetech/status/1411244286146977792?s=21 41:43 Axie Infinity Growth https://twitter.com/amytongwu/status/1412875602030301190?s=20 43:05 China & Stablecoins https://www.coindesk.com/china-central-bank-pboc-worried-stablecoins 44:53 $70m Ransom Attack https://www.forbes.com/sites/roberthart/2021/07/05/ransomware-hackers-demand-70-million-in-bitcoin-claim-massive-us-attack-as-biden-investigates-possible-russian-involvement/ 46:35 Circle Spac Merger https://www.theblockcrypto.com/post/110806/confirmed-stablecoin-firm-circle-public-spac-merger 47:45 Wyoming DAOs https://decrypt.co/75222/americas-first-dao-approved-in-wyoming 50:50 News Drive-By Crypto Cards top $1B https://www.cnbc.com/2021/07/07/visa-says-crypto-linked-card-usage-tops-1-billion-in-first-half-of-2021.html Binance Squeeze https://www.theblockcrypto.com/post/110510/barclays-customers-in-the-u-k-can-no-longer-transfer-funds-to-binance Elizabeth Warren Flex https://www.coindesk.com/elizabeth-warren-sec-deadline-crypto-regulation

1:24:05 What David’s Excited About 1:25:05 What Ryan’s Excited About https://twitter.com/RyanSAdams/status/1412799192603533313?s=20

1:29:00 Meme of the Week https://i.redd.it/8b1khwy3uu971.jpg

----- 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

SotN 7/6 - Compound & the DeFi Mullet | Robert Leshner Jul 07, 2021

Robert Leshner is the founder of the Compound Protocol, which is pioneering decentralized borrowing and lending. He is returning to Bankless to discuss Compound Treasury, which is set to offer Compound's services to institutions.

Is it Fintech? Is it Banking? Is it Crypto? Slick back your DeFi mullet and let's find out.

Robert on Twitter: https://twitter.com/rleshner?s=20

Compound Treasury: https://compound.finance/treasury

------ 📣 KYBER | MAKE IT RAIN WITH RAINMAKER https://bankless.cc/kyber ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap -----

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

72 - The Power of Mimetic Desire | Luke Burgis Jul 05, 2021

Luke Burgis is an author, entrepreneur, and professor. In his new book Wanting, Luke discusses the mimetic (mimicking) roots of our desires and behaviors. Viewing our species from this lens yields a vast wealth of insights about the nature of society, and we discuss how the internet (and crypto) pose to dramatically shift our understanding of these things.

------ 🎙️ EXCLUSIVE EPISODE DEBRIEF : https://shows.banklesshq.com/p/exclusive-debrief-the-power-of-mimetic 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 KYBER | Learn about Liquidity Mining with Rainmaker! https://bankless.cc/kyber ------

BANKLESS PODCAST #72: The Power of Mimetic Desire Guest: Luke Burgis

When we explore what crypto is all about, it often brings us back to the fundamental questions. What is money? What is value? What are the characteristics of a good society? In our conversation with Luke Burgis, we dive even deeper: what drives our basic desires and behaviors? Luke makes an incredibly compelling argument that the root of our wants and perceived needs derive from Mimetic Desire -- the idea that we look to others and mimic what they do.

Mimetic desire appears to emerge among all successful social species. As humans, we learn how to exist in a society by observing and processing those around us. Our parents, friends, and communities at large all collectively inform how we perceive the world around us. In this model, the individual melts away, and instead, we become interdependent nodes in a network of ideas, ideologies, actions, and behaviors. We often want things because others want them. Although rationality certainly plays a role, it takes a back seat to the more immediate and salient driving forces of mimesis.

How does this relate to crypto in particular? Well, mimesis certainly drives the patterns we find in markets: speculation and adoption are both functions of mimetic desires. This model also applies more broadly when we consider the coordinative power of the internet and blockchains. If we accept mimesis on the aggregate and individual scale, we can more fully grasp the scale and scope of these new social and economic technologies.

Hot off the release of his book 'Wanting: The Power of Mimetic Desire in Everyday Life,' Luke is fascinated by the potential of blockchains to revolutionize how we interact and function as a species and society. However, Mimetic Desire won't be going anywhere anytime soon.

------ Topics Covered:

0:00 Intro 6:50 Luke Burgis 9:05 What is Mimetic Desire? 16:25 Modeling Desire 23:35 Coping with Abundance 27:19 Collective, Shared Desires 31:30 Genes & Memes 37:25 Mimetic Desire & Memes 45:20 Subjective Scarcity & Rivalries 54:24 The Internet & Mimetic Desire 1:01:00 Bitcoin and The Role of Money 1:12:10 Wealth is What You Want 1:17:43 Markets, Bubbles, Mania 1:26:58 Rivalrous Communities 1:33:00 Mimetic Bubbles & Reflexivity 1:39:45 Algorithms Determining Outcomes 1:43:49 Legitimacy 1:48:40 What about Rationality? 1:52:22 The Take on Crypto 1:55:20 Closing & Disclaimers

------ Resources:

Luke on Twitter https://twitter.com/lukeburgis?s=20 Luke’s Newsletter https://read.lukeburgis.com/ Wanting on Amazon https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488/

------ 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: Jay-Z NFTs, Axie Infinity, China's Bitcoin Miners, Coinbase USDC, (5th Week of June) Jul 02, 2021

5th Week of June 2021.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/unigrants

------ 📣 KYBER | Liquidity mine with Rainmaker https://bankless.cc/kyber ------

Topics Covered:

0:00 Intro

2:25 MARKETS 2:35 BTC Price 3:10 ETH Price 3:32 ETH/BTC Price 4:26 ETH Outperforming BTC https://twitter.com/RyanSAdams/status/1410601434240880646?s=20 6:20 DeFi Action 8:00 Layer 2 TVL https://l2beat.com/

11:00 RELEASES 11:30 Compound Treasury https://twitter.com/current/status/1409600420369084420?s=20 13:35 Polygon Avail https://twitter.com/0xPolygon/status/1409520012960825349?s=20 15:00 Cream on Polygon https://www.coindesk.com/cream-finance-announces-integration-with-polygon 15:53 Perpetual Protocol V2 https://twitter.com/perpprotocol/status/1410221752526028801?s=20 16:50 Element.Fi on Mainnet https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi 17:55 Coinbase USDC 4% https://blog.coinbase.com/sign-up-to-earn-4-apy-on-usd-coin-with-coinbase-cdad79e5f5eb 19:53 Top Signal https://twitter.com/BanklessHQ/status/1409605228744175616?s=20 22:14 Raises Nansen a16z https://www.theblockcrypto.com/linked/109959/blockchain-data-nansen-12-million-series-a-a16z TracerDAO https://tracer.finance/radar/tracer-dao-raise/

24:00 NEWS 24:10 Uniswap Education Fund https://gov.uniswap.org/t/governance-proposal-005-defi-education-fund/12963 27:25 Decentralizing Coinbase https://blog.coinbase.com/embracing-decentralization-at-coinbase-7fa0e5d1084b 30:15 Kain & Synthetix https://thedefiant.io/synthetix-founder-announces-return-to-save-the-project/ 31:50 Axie Infinity https://metaversal.banklesshq.com/p/the-axie-infinity-boom 34:10 Twitter NFTs https://twitter.com/sassal0x/status/1410234844353761285?s=21 35:47 Tim Berners-Lee NFT https://www.cnn.com/style/article/tim-berners-lee-nft-auction/index.html 37:35 Jay-Z Cryptopunk https://twitter.com/DeFi_Dad/status/1408434725551759360?s=20 Sotheby’s: https://www.coindesk.com/jay-z-to-auction-reasonable-doubt-nft-at-sothebys 40:14 Bitcoin Miner Migration https://preview.redd.it/wg88833hff871.jpg?width=1024&auto=webp&s=cf8bf121e8e6be28b659f626b4e5a0f92c17352f 41:37 TeraWulf Mining Firm https://www.theblockcrypto.com/linked/110101/bitcoin-mining-firm-terawulf-orders-new-machines-cost-estimated-at-nearly-100-million 47:48 Ark Invest BTC ETF https://www.cnbc.com/2021/06/28/cathie-woods-ark-invest-files-to-create-a-bitcoin-etf.html 49:07 El Salvador Airdrop https://www.forbes.com/sites/roberthart/2021/06/25/adults-in-el-salvador-to-get-30-in-bitcoin-as-nation-unveils-details-to-make-crypto-legal-tender/amp/?__twitter_impression=true 50:54 UK on Finance https://www.wsj.com/articles/binance-crypto-exchange-ordered-to-cease-u-k-activities-11624812672 51:30 Fed & CDBC https://www.federalreserve.gov/newsevents/speech/quarles20210628a.htm 53:15 FTX, Tom Brady & Gisele https://decrypt.co/74771/tom-brady-and-gisele-bundchen-invest-in-ftx 54:40 Drive By’s ICP: https://twitter.com/jamesspediacci/status/1408532682192035840?s=21 Visa Hiring: https://www.theblockcrypto.com/post/110119/visa-makes-five-strategic-crypto-hires-and-placements USDC Multi-Chain: https://twitter.com/CoinDesk/status/1409992722878980104?s=19

59:00 TAKES 59:30 .com to .eth https://twitter.com/robogajesh/status/1408146369471139842?s=20 1:02:00 Unraveling Hierarchies https://twitter.com/joshuarosenthal/status/1408814378913341443?s=21 1:03:34 Coinbase will sell anything https://twitter.com/TheBlock__/status/1409676059302236162 1:05:27 Adios Uber https://twitter.com/EthereumFear/status/1409874076491993125?s=20 1:08:10 DAOs https://coopahtroopa.mirror.xyz/_EDyn4cs9tDoOxNGZLfKL7JjLo5rGkkEfRa_a-6VEWw

1:08:50 What David’s Excited About 1:11:11 What Ryan’s Excited About

1:15:53 The Future is DAO https://twitter.com/thefutureisdao1/status/1409862176953806850?s=21 1:16:58 MEME OF THE WEEK https://i.redd.it/c6nu7bdec8771.png

----- 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 Creator Economy | Jesse Walden, Li Jin, Cooper Turley Jul 01, 2021

Come learn and hear about what the Creator Economy is, and what it has in store for our industry!

Li Jin: @ljin18

Jesse Walden @jessewldn

Cooper Turley: @Cooopahtroopa

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 Ledger | Securely Exchange with Paraswap https://bankless.cc/LedgerYT2 ------ The Creator Economy Panelists: Cooper Turley, Li Jin, Jesse Walden

The Creator Economy naturally erupts with the internet. Specialization allows creatives – artists, content creators, and everything in between – to carve out increasingly specific niches and build curated cultural communities. Art in all forms has an opportunity to blossom with the coordinative capacity of modern technology, and every active participant is inherently a creator. Smartphones and social media make everyone journalists, photographers, actors, and commentators simultaneously.

With this budding paradigm, ownership of creations is paramount. The crypto industry lends itself elegantly to this need, blending creation and ownership. Web 2 has witnessed an explosion of distributed content, but centralized platforms determine the nature of how it plays out. Crypto offers a natural evolution to the creator economy, enriching the relationship between creator and community.

This conversation takes a wide lens to the intersection of culture and the crypto industry. From MySpace to Instagram to Patreon, the ebbs & flows of internet culture and economy moves at a blistering pace. Our experienced panelists break these things down and discuss where we're going.

------ Resources:

Li on Twitter: https://twitter.com/ljin18?s=20

Jesse on Twitter: https://twitter.com/jessewldn?s=20

Cooper on Twitter: https://twitter.com/Cooopahtroopa?s=20

------ Topics Covered:

0:00 Intro 4:30 Cooper, Li, and Jesse 7:30 What is the Creator Economy? 14:32 Evolving Creator and Community 21:31 Creator First vs. Platforms 28:35 The Internet Dream 36:16 Evolving Platforms 43:00 Sovereign Creation 47:19 DAOs and the Creator Economy 55:30 Creator Economy Platforms 59:27 Get Involved 1:02:08 Closing & Disclaimers

----- 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

SotN 6/29: PleasrDAO and the NFT Bear Market | Jamis Johnson Jun 30, 2021

Jamis Johnson is a founding member and Chief Pleasing Officer of PleasrDAO✨.

We bring him on to hear about the state of PleasrDAO, and the NFT bear market!

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 Ledger | Securely Exchange with Paraswap https://bankless.cc/LedgerYT2 ----

State of the Nation #49: The State of the Charts Guest: Jamis Johnson

PleasrDAO is a fascinating experiment in internet culture. At the intersection of DAOs, NFTs, and internet culture, Jamis Johnson works as Chief Pleasing Officer. In this NFT bear market, we look forward to what happens next in this emerging space. Now is the time to be paying attention to this space.

The start of PleasrDAO was with pplpleasr's "x * y = k' NFT following the release of Uniswap V3. It was an organic eruption of collaboration for a shared social cause. The emergence of PleasrDAO is a salient demonstration of the nature of DAOs. In many ways, they resemble an open-world sandbox game, where individuals can come together in a flexible domain and organize collectively.

What began as a fever dream auction has coagulated into a flexible, powerful organization for the curation and management of big-ticket NFT items. The future of PleasrDAO remains open, but there will be more to learn as this Culture DAO continues trailblazing.

------ Resources:

Jamis on Twitter: https://twitter.com/_jamiis?s=20

PleasrDAO on Twitter: https://twitter.com/PleasrDAO?s=20

PleasrDAO: https://pleasr.org/

----- Topics Covered:

0:00 Intro 10:00 Jamis Johnson, Chief Pleasing Officer 18:42 The Start of PleasrDAO 26:49 Getting on the Map 33:30 Snowden and the Gallery 39:40 Rugged Coordination 46:30 Plans for PleasrDAO 55:33 Participating in the Future 1:02:41 The NFT World 1:08:15 The Next Big Catalysts 1:12:22 Closing & Disclaqimers

----- 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

71 - The Bull Case For Ethereum II | DC Investor, Anthony Sassano, Cyrus Younessi Jun 28, 2021

A lot has changed since the original "Bull Case for Ethereum" episode. This sequel comes at a time when massive events loom on the horizon. EIP-1559, the Proof-of-Stake Merge, and Layer 2 Scaling.

Many of these uncertainties are felt in the market action, but we bring you some of the Ethereum Community's strongest bulls to remind you why you're here.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 Ledger | Securely Exchange with Paraswap https://bankless.cc/LedgerYT2 ------

Topics Covered:

0:00 Intro 5:30 Sassano, DC Investor, and Cyrus 7:20 Cyrus Younessi 9:58 Grading Earlier Predictions 11:37 What’s New and Exciting? 18:15 New Narratives for ETH 25:03 ETH in DeFi 29:10 Feeling the Narrative Shift 37:45 Beating the Same Drum 40:19 The Energy Debate 44:12 PoS Merge and Energy 52:30 Gas Fees & Schizophrenia 58:39 EIP-1559 1:06:26 Deflationary, Scarce ETH 1:12:05 Confidence in Execution 1:20:33 Layer 2 Summer 1:28:02 Ethereum’s Scaling Solution 1:34:29 DAOs and DOs 1:44:37 DAOs and ETH 1:50:06 Post-Mortem on 4k ETH 2:03:29 Price Predictions 2:11:48 What Else Would You Buy? 2:14:12 Shaving to Save 2:15:49 Closing & Disclaimers

------ Resources:

The Bull Case for Ethereum: https://youtu.be/36HkwlqfBaQ

Ultra Sound Money: https://youtu.be/bWqhn1hXvVc

DC Investor on Twitter: https://twitter.com/iamDCinvestor?s=20

Anthony Sassano on Twitter: https://twitter.com/sassal0x?s=20

Cyrus Younessi on Twitter: https://twitter.com/cyounessi1?s=20

----- 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: China Bitcoin Miners, John McAfee, EIP-1559 Testnet, Layer 2 Ethereum (4th Week of June) Jun 25, 2021

4th Week of June 2021.

Anthony on Twitter: https://twitter.com/sassal0x?s=20

Daily Gwei: https://thedailygwei.substack.com/

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 Ledger | Securely Exchange with Paraswap https://bankless.cc/LedgerYT2 ------

Topics Covered:

0:00 Intro

2:20 MARKETS 2:38 BTC Price 4:54 ETH Price 6:36 ETH/BTC Ratio 7:50 DeFi Action 12:06 Layer 2 Beat https://l2beat.com/ 16:13 100k ETH Staked in a Day https://cryptopotato.com/over-100k-eth-200-million-staked-in-ethereum-2-0-in-a-single-day/ 19:41 a16z $2.2B Fund https://twitter.com/TheBlock__/status/1408032726716928015?s=20 22:16 Yearn vs. Competition https://twitter.com/bantg/status/1407407535620083712?s=20 26:43 Alpha Homora Fees https://twitter.com/alphafinancelab/status/1407998167975563272?s=21 30:58 Borrowing on Aave https://twitter.com/tokenterminal/status/1408012619840110592?s=21 31:51 Cathie Wood bought the Dip https://news.bitcoin.com/cathie-wood-bought-the-dip-ark-invest-purchases-one-million-gbtc-shares/

35:00 RELEASES 35:45 Futureswap V3 on Arbitrum https://twitter.com/futureswapx/status/1405952663318011904?s=20 39:30 Graph Supporting Optimism https://twitter.com/graphprotocol/status/1405929132932878339?s=20 41:39 Risk Harbor $3.2m Raise https://medium.com/riskharbor/risk-harbor-debuts-on-mainnet-with-a-new-round-of-funding-b18064dbd5dc 44:14 Yield Protocol Series A https://twitter.com/yield/status/1407701683954765827?s=20 45:06 Visa, PayPal, Blockchain Capital https://www.coindesk.com/visa-paypal-join-crypto-vc-blockchain-capitals-new-300m-fund 47:10 Aave News https://twitter.com/AaveGrants/status/1407042749627617287?s=20 48:25 Brave Search Engine https://www.cnet.com/google-amp/news/google-gets-a-new-rival-as-brave-search-opens-to-the-public/?__twitter_impression=true&s=09&utm_source=reddit.com 50:37 Coinbase in Japan https://www.coindesk.com/coinbase-enters-japanese-market-after-completing-registration-with-financial-watchdog 51:45 TOP SIGNAL https://twitter.com/BanklessHQ/status/1407446381103489030?s=20

53:00 NEWS 53:10 EIP-1559 Live on Ropsen http://watchtheburn.com/ 55:13 Venmo Digs ETH https://twitter.com/ryansadams/status/1405955767379824645?s=21 56:30 Stakehound $75m Disaster https://www.theblockcrypto.com/post/109277/staking-company-serves-fireblocks-with-a-lawsuit-over-private-keys-to-over-75-million-in-eth 59:48 Alchemix Return ETH https://app.alchemix.fi/returneth 1:03:02 Reddit ‘Snoo’ NFTs https://www.theblockcrypto.com/post/109450/reddit-nfts-cryptosnoos-ethereum-opensea 1:04:39 Bitcoin Miners in China Nic Carter: https://www.coindesk.com/bitcoin-unpacking-hashrate-nic-cart-migration Good or Bad? https://www.coindesk.com/3-reasons-why-chinas-bitcoin-crackdown-isnt-all-that-bad 1:07:51 Microstrategy 100k BTC https://dailyhodl.com/2021/06/23/michael-saylors-microstrategy-now-owns-over-100000-btc-with-new-purchase/ 1:10:19 NYC Mayoral Lead Likes BTC https://www.theblockcrypto.com/linked/109475/new-york-city-center-of-bitcoins-eric-adams-mayoral-lead 1:10:44 RIP John McAfee https://www.euroweeklynews.com/2021/06/23/breaking-news-antivirus-creator-john-mcafee-found-dead-in-catalan-prison-cell/ 1:12:35 News Bites Goldman & JPM Repo https://www.bloomberg.com/news/articles/2021-06-22/goldman-sachs-begins-trading-on-jpmorgan-repo-blockchain-network?sref=VB9Y24MI Fed Boston & MIT https://www.bostonfed.org/news-and-events/press-releases/2020/the-federal-reserve-bank-of-boston-announces-collaboration-with-mit-to-research-digital-currency.aspx 49% of Institutional Investors https://news.bitcoin.com/jpmorgan-survey-institutional-investors-cryptocurrency-rat-poison-warren-buffett-fad/ South African Ponzi https://fortune.com/2021/06/24/bitcoin-ameer-raees-cajee-theft-south-africa/ MLB and FTX https://www.mlb.com/news/mlb-ftx-cryptocurrency-exchange-partnership

1:15:45 TAKES 1:17:00 Migrating Hacks to BSC https://twitter.com/hosseeb/status/1405637755141431297?s=19 1:19:38 DAO Efficiency https://twitter.com/g_dip/status/1406086186850992128?s=21 1:21:35 Make Money with Friends https://twitter.com/markbeylin/status/1407411367603326981?s=21 1:23:10 Who will you Trust? https://twitter.com/gregisenberg/status/1405722055073542150?s=20 1:24:24 Bat Speaker Emojis https://twitter.com/search?q=%F0%9F%A6%87%F0%9F%94%8A&src=typed_query&f=user

1:26:45 What Anthony’s Excited About 1:29:35 What David’s Excited About

1:30:30 MEME OF THE WEEK https://twitter.com/biancoresearch/status/1408017039508246531?s=21

1:31:37 The Daily Gwei

1:32:50 Closing & Disclaimers

------ This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

SotN #51: Pioneering Crypto Culture, with Michael Wong Jun 23, 2021

Bankless has TWO big announcements... - Big Merch Drop out of Bankless DAO. Sinjun Wesson, Design guild over at Bankless DAO, comes to show us the apparel he's outfitting us with.

GET YOUR MERCH: https://cryptoculture.substack.com/p/paying-homage-to-cypherpunk-history

- A BRAND NEW SHOW, with a BRAND NEW COHOST out of the Bankless Ecosystem! Don't miss it!

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 Ledger | Securely Exchange with Paraswap https://bankless.cc/LedgerYT2 -----

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

70 - Facing the Frontier | Jim Bianco Jun 21, 2021

Jim Bianco is a seasoned investor, market commentator, and President of Bianco Research. With a sharp view of the past, present, and future, Jim comes on the podcast to discuss crypto from a variety of angles. Inflation, Wall Street, Defi, Regulation, and How to Invest. This is a good one.

------ 🎙️ EXCLUSIVE EPISODE DEBRIEF : https://shows.banklesshq.com/p/exclusive-debrief-facing-the-frontier 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap ------ Topics Covered:

0:00 Intro 5:00 Jim Bianco 7:20 Speculation & Sideways 13:08 Speed Running Everything 17:08 How to Play this Game 20:05 Big Picture Macro View 25:30 Inflation 30:52 Rationing & Reopening 35:47 Crypto Colliding With Macro 44:00 Hayden Adams Tweet 48:03 A Broken System 58:50 Defi Eating the World 1:02:55 Jim Using DeFi 1:06:25 Taking The Leap 1:11:00 The Bill Ford 1:16:10 Wall Street Adopting 1:22:31 Wall Street and DeFi 1:30:00 Regulation 1:37:41 Possible Outcomes 1:43:05 Putting Your Foot Down 1:46:15 Grounded Experience 1:51:15 Closing & Disclaimers

----- 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: (Mark Cuban Titan, Metamask Institutional, Alchemix alETH, BTC Lightning) Jun 18, 2021

3rd Week of June 2021

------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 LEDGER | START YOUR CRYPTO JOURNEY http://bankless.cc/LedgerYT ------

Topics Covered:

0:00 Intro

2:10 MARKETS 2:13 BTC Price 4:30 ETH Price 6:05 ETH / BTC Ratio 7:02 ETH in Smart Contracts https://twitter.com/sassal0x/status/1404101807798845442?s=20 10:00 DeFi Action 12:00 Index Coop Revenue https://twitter.com/BigSky_7/status/1405193562329739266?s=20 Org Structure: https://twitter.com/pet3rpan_/status/1403740789562232832?s=20 14:18 BTC in Lightning Network https://www.theblockcrypto.com/linked/108718/bitcoin-lightning-network-capacity-accelerates-to-1500-btc Lightning Twitter: https://thecryptobasic.com/2021/06/11/twitter-or-bluesky-may-soon-integrate-btc-lightning-networ/ 19:40 Bearish UNI Fee Accrual? https://twitter.com/cartesian99/status/1403998240555606016?s=20 26:00 90% Aren’t Scared Meme: https://memegenerator.net/img/instances/78099137.jpg

28:00 RELEASES 29:30 Metamask Institutional https://twitter.com/mminstitutional/status/1403064969575514116?s=21 31:25 Alchemix Release: https://alchemixfi.medium.com/behold-aleth-90d750889fd8 Incident: https://twitter.com/AlchemixFi/status/1405187348678148101?s=20 Post-Mortem: https://forum.alchemix.fi/public/d/137-incident-report-06162021 34:40 BED Index https://twitter.com/Crypto_Texan/status/1404422145191649284 38:11 Lyra https://twitter.com/lyrafinance/status/1404589635867615233?s=20 40:37 Ernst & Young on Polygon https://twitter.com/pbrody/status/1404753341738070016 41:07 Volmex Finance https://twitter.com/volmexfinance/status/1405176261262004230 41:54 Gitcoin Round 10 https://twitter.com/gitcoin/status/1404589721863393286?s=20 44:00 Alexandra Botez ETH https://twitter.com/alexandravbotez/status/1404896176479117315?s=20 44:55 Other Releases MATIC on dYdX https://twitter.com/dydxprotocol/status/1404490781369552900?s=20 USDC on Arbitrum https://twitter.com/petejkim/status/1405300436970741760 Cream on Arbitrum https://twitter.com/creamdotfinance/status/1404815692352954371?s=21 Parcel DAO Treasury Management https://twitter.com/parcelHQ/status/1403433529023684611 Yearn Facelift? https://twitter.com/AntonNellCrypto/status/1403650531575349249?s=20

46:44 NEWS 46:54 Bitwise $70m Raise https://www.theblockcrypto.com/post/108421/bitwise-raises-70-million-from-new-wall-street-investors-including-henry-kravis-and-dan-loeb 48:23 Polygon Full Blocks https://polygonscan.com/chart/gasused 52:13 Cuban Tracker: Titan https://twitter.com/ChainLinkGod/status/1405319238701633537?s=20 58:00 InstaDapp $10m Raise https://www.theblockcrypto.com/linked/108224/defi-startup-instadapp-raises-10-million-in-new-funding 58:22 Goldman Sachs ETH Futures https://www.theblockcrypto.com/linked/108364/goldman-sachs-ether-derivatives-plans-bloomberg 58:45 dYdX $65m Raise https://twitter.com/dydxprotocol/status/1404818923103600643?s=21 59:16 PleasrDAO Wins Again https://twitter.com/PleasrDAO/status/1403403494669832194?s=20 1:02:52 World Bank Rejects El Salvador https://www.theblockcrypto.com/linked/108682/world-bank-rejects-el-salvador-bitcoin-request 1:03:36 Paul Tudor Jones https://blockworks.co/paul-tudor-jones-likes-bitcoin-as-portfolio-diversifier/?oly_enc_id=9918E2523689A0T Meme: https://imgur.com/cxkPv14 1:05:05 Microstrategy https://www.theblockcrypto.com/linked/108399/microstrategy-stock-offering-filing-bitcoin 1:06:30 Coinbase Lists SHIB https://twitter.com/sassal0x/status/1404848247139565576 1:10:33 State Street Crypto https://www.cnbc.com/2021/06/10/state-street-is-creating-a-dedicated-cryptocurrency-division.html 1:10:45 Millennial Millionaires https://bitcoinexchangeguide.com/more-than-a-third-of-millennial-millionaires-have-at-least-50-of-their-wealth-in-crypto-survey/ 1:12:19 Panama Crypto Bill? https://www.coindesk.com/panama-to-present-crypto-related-bill-in-july?amp=1

1:13:30 TAKES 1:14:30 MEV Goes to Stakers https://hackmd.io/@flashbots/mev-in-eth2 1:17:30 Under or Overvalued https://twitter.com/fintechfrank/status/1404587101807644674?s=21 1:19:05 Accumulating Friends https://twitter.com/owocki/status/1403405238179008513?s=20 1:20:33 Crypto Twitter is new Wall St https://twitter.com/rasterlyrock/status/1405548074420772868?s=21

1:21:50 What David’s Excited About San Diego: https://www.meetup.com/meetup-group-dgdwuehn/

1:23:45 What Ryan’s Excited About

1:25:45 MEME(s) of the Week Star Trek: https://twitter.com/banklesshq/status/1405564845395628032?s=21

1:28:09 Closing & Disclaimers

----- Not financial or tax advice. Do your own research. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

SotN #50 - El Salvador Adopting Bitcoin | Nic Carter Jun 16, 2021

Last week, El Salvador announced that Bitcoin would be accepted as Legal Tender. We bring on our favorite Bitcoiner Nic Carter to the State of the Nation to discuss this monumental historical event -- a nation-state officially recognizing Bitcoin as a currency.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 LEDGER | START YOUR CRYPTO JOURNEY http://bankless.cc/LedgerYT -----

State of the Nation #50: El Salvador Adopting Bitcoin Guest: Nic Carter

Nic Carter, recently verified on Twitter, is a partner at Castle Island and 4-time guest on Bankless. In 2021, Nic has spent much of his time dispelling the common myths frequently pointed at Bitcoin by the mainstream media, and he has been a general in the Green Energy war taking place around Bitcoin.

Last week, Nic started a Twitter Space to discuss El Salvador adopting Bitcoin as legal tender, a historic moment for crypto. Nayib Bukele, the President of El Salvador, joined the Space as the El Salvadorian congress ratified the bill. This twitter space ultimately garnered over 20,000 listeners, including some of the biggest names in crypto. Bukele showed himself to be savvy with both tech and social media, earning his label as a populist.

This is a pivotal time for cryptocurrency. The news from El Salvador bring up increasingly important questions like the relationship between nation-states and digital value. There are a variety of motives for El Salvador to adopt Bitcoin including lessening dependence on US monetary policy, as the Dollar was previously the sole currency of the country.

What does it mean for a country to adopt a cryptocurrency? Is Bitcoin being used for its 'intended purpose?' Is this a populist reprisal? Do these events represent a rejection of the Cantillon effect, and a move against the monetary hierarchy of capital gains taxes? In this State of the Nation, we cover these questions and more as we digest this monumental news and figure out what to make of it.

------ Resources:

Nic on Twitter: https://twitter.com/nic__carter?s=20 Castle Island: https://www.castleisland.vc/ Nic's Podcast, On the Brink: https://onthebrink-podcast.com/ Crypto-Fiat Mutualistic or Parasitic: https://newsletter.banklesshq.com/p/crypto-fiat-mutualistic-or-parasitic Bitcoin Beach: https://www.bitcoinbeach.com/

----- Topics Covered:

0:00 Intro 8:30 Nic Carter, Global Diplomat 10:18 Does El Salvador Change Everything? 15:43 Capital Gains 20:24 President Nayib Bukele 26:04 Is this good for El Salvador? 34:55 Lightning Network 40:15 Custodial Bitcoin 43:10 Bitcoin's Biggest Test 52:13 The First Domino to Fall 58:01 Is This Freedom or Coercion? 1:03:27 Pumping their own Bags 1:09:23 Authoritarian Populism 1:15:03 Gateway to DeFi 1:18:30 Physical vs. Digital 1:21:20 Consequences 1:23:54 Closing & Disclaimers

----- 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

69 - Asking the Questions: BTC & ETH | Preston Pysh Jun 14, 2021

Bitcoiner Preston Pysh joins the Bankless Podcast to discuss Bitcoin and Ethereum and prove that there are high level conversations to be had between the two communities.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge 🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-asking-the-questions ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ Topics Covered:

0:00 Intro 5:50 Preston Pysh 8:17 Macro Value Investing 16:32 Moving to Bitcoin 21:22 The Last Free Market 26:13 Decentralized & P2P 29:32 Misconceptions 37:05 DeFi and Execution Risk 40:55 Ethereum Concerns 45:00 ETH’s Price Action 49:20 Protocol Consensus 53:54 Nodes 1:00:55 Work Vs. Stake 1:10:30 Clean Energy & Halvings 1:19:00 Issuance & EIP-1559 1:28:45 Currency and Blockspace 1:34:43 Risk-on vs Risk-off 1:38:24 Decentralized Finance 1:52:30 Preston Pitches ETH 1:56:06 David & Ryan Pitch BTC 2:00:40 On the Same Team 2:04:46 Closing & Disclaimers

------ Resources:

Preston on Twitter: https://twitter.com/PrestonPysh?s=20

The Investor’s Podcast Network: https://www.theinvestorspodcast.com/

Bitcoin Fundamentals: https://www.theinvestorspodcast.com/bitcoin-fundamentals/

Bitcoin & Bonds with Greg Foss: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-and-bonds-greg-foss/

----- 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: 2nd Week of June (El Salvador, Elizabeth Warren, Bitcoin FBI Ransom, Polygon & Arbitrum) Jun 11, 2021

Download the crypto meta to your brain in this weekly show.

4th Week of May, 2021

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap ------

Topics Covered:

0:00 Intro

2:15 MARKETS 2:25 BTC Price Fear & Greed: https://twitter.com/BitcoinFear 4:48 ETH Price Fear & Greed: https://twitter.com/EthereumFear/status/1402566188144726021?s=20 7:47 ETH/BTC Ratio Episode w/ Ledger: https://shows.banklesshq.com/p/-sotn-49-the-state-of-the-charts 8:57 DeFi Action 12:08 Cooldown https://twitter.com/joel_john95/status/1402177944001269760?s=20 15:49 NFT Bubble https://protos.com/nft-market-bubble-popped-crypto-collectibles-are-over/ 18:39 ETH Trading Volume https://twitter.com/RyanSAdams/status/1402240262911496192?s=20 20:10 DeFi Lending Protocols https://twitter.com/tokenterminal/status/1401901076903776260?s=20

22:00 RELEASES 24:00 Uniswap V3 on Arbitrum https://twitter.com/Uniswap/status/1400847744596598792?s=20 27:45 Graph Protocol on Arbitrum https://twitter.com/arbitrum/status/1402023407609421830?s=20 28:11 Uniswap V3 Calculator https://uniswapv3.flipsidecrypto.com/ 34:33 Curve Volatility Algorithm https://twitter.com/curvefinance/status/1402673150425509890?s=21 37:00 Polygon Polygon Scan: https://twitter.com/0xPolygon/status/1402590551619162116 HopProtocol: https://twitter.com/HopProtocol/status/1397983455821041664 OKEx Withdrawals: https://twitter.com/OKEx/status/1402630589551890436 Matcha Aggregator: https://twitter.com/matchaxyz/status/1402645756834553864

1:24:30 TAKES 1:25:20 New Vision for Crypto https://twitter.com/TheStalwart/status/1401842475564687361 1:27:30 Gen Z is Coming https://twitter.com/ryansadams/status/1402462536419753985?s=21 1:29:25 Single-Sign On https://twitter.com/BrantlyMillegan/status/1402388133086367751 1:31:14 BTC Physical, ETH Digital 1:34:09 Listener Question

1:36:25 What David’s Excited About 1:38:22 What Ryan’s Excited About Panel: https://www.youtube.com/watch?v=9mUCFRu4fkk

1:40:50 MEME OF THE WEEK https://www.reddit.com/r/ethtrader/comments/nvojaa/this_is_exactly_why_i_want_to_go_bankless/

----- 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 Current State of DeFi | Vance Spencer, Santiago Santos, Spencer Noon Jun 10, 2021

In this special episode of Bankless, we bring on some of the best minds in the space to discuss where DeFi is and where we're headed.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta ------ The Current State of DeFi Panel: Vance Spencer, Santiago Santos, and Spencer Noon

It feels like we're living out a crucial moment in the story of Decentralized Finance. A variety of perspectives will collectively yield that we are at a tipping point, from a macro and micro standpoint. As we witness the emergence of a new technological ecosystem, the stakes and implications are ever increasing. Thus it only makes sense to bring on a panel of some of DeFi's smartest minds to hold a summit on where we are and where we're heading.

This panel comprised of Santiago Santos of Parafi Capital, Vance Spencer of Framework Ventures, and Spencer Noon of the Variant Fund. In broad terms, DeFi refers to open, blockchain-based finance. The root of this stack consists of primitive financial services – the money verbs like borrowing, lending, trading, escrow, etc. It involves programming smart contracts to execute logic that transfers value on the blockchain. Within these parameters, there is infinite expressivity and room to explore.

The internet of value has set itself up to be a game of optimizing capital efficiency through logic. The winners of this game will be the protocols, apps, individuals, and institutions that minimize counterparty risk while maximizing anti-fragility and resilience. The key here is finding ways to balance the values of consumer agency and protection with the power of capital efficiency. Maximalism and absolutes will be pushed to the margin as the realities of tradeoffs become increasingly apparent.

DeFi, despite its youth, has shown itself to be resilient and deeply anti-fragile. Good logic doesn't break. As it matures, the growth and depth of DeFi infrastructure will demonstrably contribute to its Lindy effect. The total addressable market (TAM) of this ecosystem difficult to quantify, as it is a non-zero game that currently encapsulates the entire global economy at present. Conversations like these should leave an informed viewer feeling optimistic, inspired, and determined to face the obstacles ahead with resolve and conviction.

------ Resources:

Vance on Twitter: https://twitter.com/pythianism?s=20

Santiago on Twitter: https://twitter.com/santiagoroel?s=20

Spencer on Twitter: https://twitter.com/spencernoon?s=20

------ Topics Covered:

0:00 Intro 4:00 Santiago, Vance, and Spencer 5:40 What is DeFi? 12:01 Can't Be Evil 17:10 Total Addressable Market 20:39 DeFi Eating the World 24:50 Capitulating Institutions 31:26 Regulatory Winter 34:39 Stablecoins and Yield 44:36 El Salvador & Usability 49:30 Uniswap V3 57:51 Layer 2 Madness 1:05:21 Being About That Life 1:09:10 Closing & Disclaimers

----- 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

SotN #49- The State of the Charts, with Ledger Status Jun 09, 2021

In this week's State of the Nation, we bring on UpOnly co-host Brian Krogsgard (AKA LedgerStatus) to teach us about the charts. This is the official Bankless TA episode 📈

State of the Nation is live-streamed on the Youtube Channel – Tuesdays at 11am PT. This week's episode is airing two hours early -- 9am PT / 12pm ET ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta ------ State of the Nation #49: The State of the Charts Guest: LedgerStatus

Bankless is not a trading or market-specific podcast by any means, but the chaos we have observed in the markets over the past several months warrants discussion. So we brought on Brian Krogsgard (AKA Ledger Status) to help us understand the price action in the markets from a variety of perspectives. Brian is a host on the Ledger Status and UpOnly podcasts, and co-founder of the FlipMetrics data platform.

Brian introduces the concept of investing and trading as a pyramid -- at the bottom of the pyramid lies fundamentals and an overall investing thesis. As one moves up the pyramid, the time frames become increasingly shorter, and at the top are the pure psychological and analytical-based trades. Having sound plans throughout this pyramid is what makes for strong investing. Fundamentals, narratives, and tactics form a holistic approach which dictates how you should execute rotations and denominate wealth.

Ledger screens by fundamentals, and enters by technicals, while keeping the tactical side of things as simple as possible to avoid "analysis paralysis." The technical top of the pyramid is influenced by market psychology, and is inherently chaotic and more difficult to grasp. With a broad approach to playing this money game, Brian went down the DeFi rabbit hole throughout the course of 'DeFi Summer' in 2020. The object of this game is a quest to get more ETH. Although there are countless ways to view a chart, these 'horoscopes' can easily become self-fulfilling prophecies when it comes to aggregate market psychology.

------ Resources:

Ledger on Twitter: https://twitter.com/ledgerstatus?s=20

Flip Metrics: https://flipmetrics.com/

UpOnly: https://uponly.tv/

Ledger Status Podcast: https://ledgerstatus.com/

----- Topics Covered:

0:00 Intro 7:12 Brian Krogsgard aka Ledger 10:53 The DeFi/Miami Rabbit Hole 15:35 Trading, Narratives, and Fundamentals 22:25 The Work of Savvy Investing 27:41 The Approach 36:30 Diving into the Charts 39:40 The BTC Death Cross 42:15 Ledger's Favorite Charts 45:23 Moving Averages 51:43 Where do I wanna buy? 55:26 Decoupling, Dragging, & PR 1:03:59 Visualizing 2017 and Psychology 1:08:00 The Not So Happy Scenario 1:11:00 The Happier Scenario (For ETH) 1:15:00 ETH / DeFi Ratio 1:20:28 DeFi's and Tech Growth Stocks 1:25:55 Flip Metrics 1:28:27 So... Up or Down? 1:35:15 Closing & Disclaimers

----- 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

68 - Bull Case for DeFi II | Vance Spencer Jun 07, 2021

Vance Spencer returns to Bankless to refresh his takes from his last appearance, 'The Bull Case For DeFi.' His predictions have held up exceptionally well, and listen in as he takes us through what Layer 2 means for the DeFi space.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge 🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-defi-verticals ------ BANKLESS SPONSOR TOOLS:

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🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 KYBER | DeFi’s First Dynamic Market Maker Protocol https://bankless.cc/kyber ------

Bankless Podcast #68 - DeFi Verticals Guest: Vance Spencer

Framework's Vance Spencer returns to Bankless nine months after his first appearance, 'The Bull Case for DeFi.' A lot has happened in the space since then, but his perspective holds up as salient and sharp. He and investing partner Michael Anderson have built a venture fund that invests in people.

With a healthy mix of on-chain and venture investments, Framework has consistently led as a thesis-driven firm with a clear focus on DeFi. Primitives, aggregators, and apps comprise a diverse and thoughtful portfolio representing a successful past and bullish future. It is increasingly apparent that capital efficiency is the game that DeFi projects are playing to gobble up market share.

Vance brings a uniquely holistic approach to investing in the space, discussing the verticalization of DeFi and seeking projects that leverage the smart contract money legoes to optimize front ends. The space's growth depends on building out payment rails, optimizing MEV, and exploring the world of rollups as a massive upgrade to the DeFi Sandbox. Stay tuned for hot predictions towards the end – this is somebody to listen to.

------ Topics Covered:

0:00 Intro 6:00 Vance Spencer of Framework 9:15 Accelerating Innovation & TVL 12:25 Bullish Bear Market 15:00 Optimism, ETH, and BTC 20:11 Long-term Market Cycles 24:23 Speculation, Value, and Resilience 29:06 Narratives and Volatility 35:41 The DeFi Sandbox Today 42:14 What to Build Next 47:30 Institutional Aave 51:40 Enterprise Blockchain 56:03 Regulation 59:54 DeFi Layer 2 Summer 1:09:57 Derivatives & Games 1:13:30 Layer 2 Implications 1:19:40 Multi-Chain DeFi 1:23:44 Ultra-Sound Values 1:28:29 Eating the World 1:31:40 Information and DAOs 1:37:02 Be About That Life 1:42:00 Predictions 1:48:18 Framework Ventures 1:50:54 Closing & Disclaimers

------ Resources:

Vance on Twitter: https://twitter.com/pythianism?s=20

The Bull Case for DeFi: https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer

----- 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: 1st Week of June (Miami Bitcoin Conference, Arbitrum Layer 2 DeFi Summer, Coinbase Apple) Jun 04, 2021

Download the crypto meta to your brain in this weekly show.

4th Week of May, 2021

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 KYBER | Dynamic Market Maker for Liquidity & Exchange https://bankless.cc/kyber ------

Topics Covered:

0:00 Intro

1:39 MARKETS 1:50 BTC Price. Death Cross? https://rektcapital.substack.com/p/bitcoin-death-cross-coming-soon 6:55 ETH Price Monthly: https://twitter.com/coinalyzetool/status/1399647743602212866?s=20 Exchanges: https://twitter.com/mskvsk/status/1400379607786962944?s=20 12:37 ETH / BTC Ratio 13:53 DeFi Action DPI Inflows: https://twitter.com/AlphaLemonade/status/1399843969366827010?s=20 19:20 DEX Volume https://twitter.com/DocumentEther/status/1399304548745842688?s=20 20:40 Uniswap Volume Dominance: https://twitter.com/haydenzadams/status/1398757151850573830?s=20 V3 Competition: https://twitter.com/haydenzadams/status/1398757151850573830?s=20 24:25 Flippening Tracker https://twitter.com/lars0x/status/1399734913218355201?s=20

28:15 RELEASES 29:30 Arbitrum Launch https://offchain.medium.com/introducing-arbitrum-one-our-mainet-beta-ed0e9b63b435 34:17 Coinbase, Visa, Apple, Google https://www.theblockcrypto.com/linked/106825/coinbase-links-its-visa-debit-card-with-apple-pay-google-pay 35:40 Gnosis & Erigon Client https://twitter.com/gnosispm/status/1400092066483421186?s=21 36:45 Argent Uniswap Multicall https://www.argent.xyz/blog/uniswap-multicall/ 38:38 MakerDAO Multi-Chain https://forum.makerdao.com/t/a-multichain-strategy-and-roadmap-for-maker/8380

41:10 NEWS 41:20 Uniswap Makes CCTV! https://twitter.com/haydenzadams/status/1400137814923218944?s=21 42:50 Yuan on Ethereum? https://www.coindesk.com/ex-head-of-chinas-digital-yuan-effort-says-cbdcs-could-operate-on-ethereum 45:40 Goldman Sachs Flippening? https://markets.businessinsider.com/currencies/news/ether-high-chance-eclipsing-bitcoin-dominant-store-value-eth-btc-2021-5-1030464237 46:17 MATIC & Bitwise https://twitter.com/BitwiseInvest/status/1399822479795838982?s=20 49:14 Virtual Land on Ethereum https://metaversal.banklesshq.com/p/how-to-get-virtual-land-on-ethereum 52:25 Bitcoin Car https://twitter.com/NBCSportsPR/status/1400109891952549889?s=20 55:07 Bitconnect Charged https://www.sec.gov/news/press-release/2021-90 56:20 India Rolling Back Regulations https://twitter.com/balajis/status/1399368671194091520?s=20 57:22 News Quick Bites Beacon Chain: https://twitter.com/sassal0x/status/1399734788601171972?s=20 Circle Investment: https://cointelegraph.com/news/stablecoin-company-earns-record-level-investment-sum-for-a-crypto-outfit Unicode ETH Character: https://twitter.com/drakefjustin/status/1397930556763955200

1:00:00 TAKES 1:02:00 Crypto Pays to be Online https://twitter.com/cooopahtroopa/status/1398053971718152193?s=21 1:03:55 Long or Short Civilization https://twitter.com/hamandcheese/status/1398370867344781323?s=20 1:07:30 Price Affects Security https://twitter.com/drakefjustin/status/1400137477680209921?s=20 1:09:26 Price Equals Security https://twitter.com/scott_lew_is/status/1400165219364708356?s=20 1:12:03 Decoupling over Eras https://twitter.com/zhusu/status/1400334090323206144?s=20

1:14:30 What David’s Excited About 1:18:04 What Ryan’s Excited About

1:21:48 MEME OF THE WEEK https://twitter.com/nanexcool/status/1398260516582211585?s=20

1:22:45 Closing & Disclaimers

----- 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

SotN #48 - Arbitrum LAUNCH, w/ Arbitrum Team Jun 02, 2021

Arbitrum is one of Ethereum's hottest L2 scaling solutions, and it has LAUNCHED ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ WE'RE HIRING AN EDITOR: https://cryptocurrencyjobs.co/marketing/bankless-editor-writer/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 KYBER | DeFi’s First Dynamic Market Maker Protocol https://bankless.cc/kyber ------ State of the Nation #48: Arbitrum LAUNCH Guests: Co-Founder & CEO: Steven Goldfeder CTO: Harry Kalodner

Steven Goldfeder is Co-founder and Chief Executive Officer at Offchain Labs. He holds a PhD from Princeton University, where he worked at the intersection of cryptography and cryptocurrencies. Harry Kalodner is Co-Founder and Chief Technology Officer at Offchain Labs, where he leads the engineering team. Before Offchain, he attended Princeton as a PhD candidate, where his research explored economics, anonymity, and incentive compatibility of cryptocurrencies.

Arbitrum released its Mainnet for Developers last Friday. This is an EVM-Compatible Layer 2 Optimistic Rollup, which allows for scaling Ethereum's app layer without sacrificing layer 1 Ethereum security & consensus. This is a massive step forward for the blockchain space and a culmination of years of technical research and testing. This is a milestone in effectively scaling blockchains, while maintaining core cypherpunk values.

There are tremendous opportunities and possibilities in this new digital real estate. This hub of optimized blockspace keeps the economic security guarantees of Ethereum and poses to greatly improve the DeFi user experience. To scale to a billion users, projects like Arbitrum need to earn legitimacy and demonstrate efficacy as the Ethereum ecosystem continues to mature. In the immediate term, the next few months will be exciting to watch - will we see a DeFi Layer 2 Summer?

------ Resources:

Arbitrum: https://arbitrum.io/ Arbitrum Twitter: https://twitter.com/arbitrum?s=20 Arbitrum Discord: http://discord.gg/5KE54JwyTs

-----

Topics Covered:

0:00 Buffer 0:30 Intro 9:48 Arbitrum's Steven and Harry 13:00 Shipping A Layer 2 Product 17:51 A Fair Launch, Equal Opportunity 21:36 Migrating dApps to Layer 2 25:43 A Flourishing Ecosystem 29:17 Bridging the User Experience 33:16 Different than a Sidechain 36:50 Layer 2 ETH Fees 41:10 Resources & Scaling 47:03 Delay Period for Exiting 54:11 Complexity of Rollups 58:30 A Digital Nation-State 1:06:23 Ether is the Reserve Currency 1:11:23 Layer 2 DeFi Summer 1:16:30 Chainlink and Arbitrum 1:20:54 Squeezing the MEV Balloon 1:25:28 Predictions, DeFi Summer 1:30:50 Final Thoughts 1:36:38 Closing & Disclaimers

-----

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

67 - The Altcoin Slayer | Eric Wall May 31, 2021

Eric Wall is a prominent thinker and contrarian in the crypto space. He has an independent mind and is unafraid to bust through groupthink and act as an ideological razor for the crypto community.

In this episode, Eric dives deeply into a variety of profound takes on Bitcoin, Ethereum, and his approach to the community.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: https://podcast.banklesshq.com/ 🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-the-altcoin-slayer ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ Bankless Podcast #66: The Altcoin Slayer Guest: Eric Wall

Eric Wall is CIO of Arcane Assets, and a well-known (and often infamous) writer and thinker in the crypto space. He has engaged in arguments with camps and tribes throughout the space, remaining unapologetically independent and committed to his values. Though a Bitcoiner at heart, Eric has come around on Ethereum as the ecosystem has matured.

In this episode, we dive into values and the ethos of crypto that Eric fights for. As a principled believer in trustless systems and decentralization, Eric walks through many of the big-picture obstacles and accomplishments of the crypto space. Viewing this landscape with a digital biologist's lens, we address these projects as digital organisms, following many of the same laws we see in nature. Wherever organisms exist, Darwin is nearby.

Eric brings a refreshing and unfiltered set of takes to the Bankless Podcast, reminiscent of other independent thinkers we've had on like Hasu. Regardless of your opinions on Eric, he represents an important part of the blockchain conversation. He serves as an ideological razor, giving no one the benefit of the doubt and prioritizing accountability and earned legitimacy.

------

Topics Covered:

0:00 Intro 4:45 Eric Wall, the Altcoin Slayer 7:45 The Term “Trustless” 16:58 Eric’s Approach to Crypto 22:50 Networks are Organisms 31:50 Survival of the Fittest 41:50 Bitcoin vs Layer 2 59:15 Tribes vs Facts 1:06:30 Eric’s ETH Journey 1:21:43 Thoughts on Proof of Stake 1:31:14 Is ETH Money? 1:40:58 What ETH Gets Wrong 1:53:55 Navigating the Frontier 2:01:00 Closing & Disclaimers

------ Resources:

Eric on Twitter https://twitter.com/ercwl?s=20 Proof of Stake is Less Wasteful https://ercwl.medium.com/proof-of-stake-is-less-wasteful-b2854a191766#:~:text=Image%20of%20a%20diesel%20generator,ever%20had%20on%20the%20platform. ETH is Irreplaceable https://newsletter.banklesshq.com/p/eth-is-irreplaceable

----- 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

Friday 5/29 Livestream w/ David & Anthony Sassano May 29, 2021

Every week(ish), David and Anthony do a Friday Weekly Livestream to chat about the week in Ethereum, the markets, and whats coming in the short term future.

Enjoy this unscripted conversation!

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

----- 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: 4th Week of May (Uniswap WSJ | Arbitrum Launch | Gamestop NFT) May 28, 2021

Download the crypto meta to your brain in this weekly show.

3rd Week of May, 2021

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ Topics Covered:

0:00 Intro

0:45 MARKETS 1:20 BTC Price 2:13 ETH Price 7:13 ETH/BTC 8:38 ETH Volumes Big https://twitter.com/RyanWatkins_/status/1397385373580398594?s=20 10:18 DeFi Action https://defipulse.com/ https://messari.io/asset/defipulse-index https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP 12:39 The System Didn’t Break https://twitter.com/raoulgmi/status/1397172575810228225?s=21 16:15 Big Week for DeFi https://twitter.com/jack_clancy93/status/1395399566644682757?s=20 17:18 Tornado Flippen Zcash? https://twitter.com/ameensol/status/1395534483202269187?s=19 21:52 YFI Price Earnings https://twitter.com/bantg/status/1396457032996245505?s=20 24:05 Stablecoin Settlements Big https://twitter.com/dmihal/status/1397124171050668033?s=20

26:00 RELEASES 28:00 Arbitrum Launching https://www.coindesk.com/ethereum-scaler-arbitrum-is-launching-friday-with-developer-support-from-alchemy 31:10 Uniswap on Arbitrum https://twitter.com/haydenzadams/status/1397675094001045508?s=21 32:42 Optimistic Etherscan https://optimismpbc.medium.com/integrating-etherscan-24a3811a765c 34:45 ETH’s Value on L2 https://twitter.com/hiljis/status/1397697744370900994?s=21 42:15 Polygon SDK https://twitter.com/0xPolygon/status/1397558139256377345 44:38 Gitcoin DAO https://shows.banklesshq.com/p/-sotn-47-gitcoin-dao-and-gtc-token 46:11 Coinbase Institutional https://blog.coinbase.com/coinbase-institutional-is-proud-to-announce-the-unveiling-of-our-new-prime-offering-9790e068f0a9

47:20 NEWS 47:30 Carl Icahn: ETH is Money https://www.zerohedge.com/crypto/crypto-here-stay-carl-icahn-may-take-relatively-big-stake-digital-currency-space-prefers-eth 50:44 Ray Dalio Prefers BTC to Bonds https://www.bloomberg.com/news/articles/2021-05-24/bridgewater-s-ray-dalio-says-he-prefers-bitcoin-to-bonds 53:19 “China Bans Bitcoin” https://www.cnbc.com/2021/05/26/major-china-bitcoin-mining-hub-lays-out-harsher-crackdown-measures.html 57:44 Cuban Tracker: Polygon https://www.coindesk.com/mark-cuban-invests-in-ethereum-layer-2-polygon 59:51 Gamestop NFT https://nft.gamestop.com/ 1:02:24 Bitcoin, Michael Taylor, and Elon https://twitter.com/michael_saylor/status/1396915801492439044?s=20 Take: https://twitter.com/nanexcool/status/1397000162459930624?s=20 1:07:15 Businesses Must Report https://www.coindesk.com/us-treasury-calls-for-businesses-to-report-crypto-transfers-of-10k-to-the-irs 1:10:14 FED Digital Currency https://twitter.com/CNBCnow/status/1395440279004618760?s=20 1:12:08 Coinbase 🤝 Goldman https://www.theblockcrypto.com/linked/105853/coinbase-former-goldman-sachs-faryar-shirzad-chief-policy-officer 1:13:35 Quick Bites PayPal: https://www.coindesk.com/paypal-will-let-customers-withdraw-crypto-exec-says Apple? https://www.coindesk.com/apple-is-looking-for-crypto-experience-in-alternative-payments-job-post?amp=1&__twitter_impression=true&s=09 1confirmation: https://www.coindesk.com/crypto-vc-1confirmation-raises-125m-for-third-fund COIN: https://www.cnbc.com/2021/05/24/coinbase-stock-initiation-goldman-sachs.html

1:16:00 TAKES 1:17:00 Anti-Crypto Bag Bias https://twitter.com/cburniske/status/1395457904027869184?s=21 1:23:25 Volatility is not Unhealthy https://twitter.com/MichaelIppo/status/1395452094556086285?s=20 1:24:00 DeFi Protocols are Michael Saylor https://twitter.com/RyanSAdams/status/1397161855387308032?s=20 1:27:50 Money Game Landscape https://newsletter.banklesshq.com/p/ethereum-the-money-game-landscape 1:29:40 The Cycle https://twitter.com/tbr90/status/1397185395603935232?s=21 1:32:23 Rethink Work https://twitter.com/nateliason/status/1397719837204418561?s=20 1:33:52 There be Monsters https://twitter.com/udiWertheimer/status/1397738091452981248?s=20

1:35:40 What David’s Excited About

1:38:00 What Ryan’s Excited About

1:41:45 MEME OF THE WEEK https://twitter.com/EthereumMemes/status/1397268903198400517/photo/1

----- 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

AMA - Liquity & LUSD | Founder Robert Lauko May 27, 2021

Liquity is a new governance-minimized stablecoin on Ethereum!

Liquidity offers some competitive advantages over other decentralized stablecoins - Low collateral requirements. Only 110% collateral is required vs MakerDAOs 150% - Governance minimization. Liquity is attempting to be a protocol, not a platform. Thus, it is trying to minimize human discretion! ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

-----

Resources:

Liquity https://www.liquity.org/

Robert Lauko on Twitter https://twitter.com/robert_lauko?s=20

----- 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

SotN #47 - Gitcoin DAO & $GTC token, with Kevin Owocki May 26, 2021

Gitcoin is turning itself into Gitcoin DAO, governed by the community and GTC holders!

Come learn all about Gitcoin DAO, GTC distribution, and the responsibilities of the governors!

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap ------ State of the Nation #47: Gitcoin DAO & $GTC token Guest: Kevin Owocki

In this week's State of the Nation, we bring on Kevin Owocki to discuss the decentralization and DAO-ization of public goods funding platform Gitcoin, and the launch of their $GTC token. Kevin is the former benevolent dictator (CEO) of Gitcoin and a General in the war against Moloch (human coordination failure).

The purpose of Gitcoin is to provide a platform for open-source software developers to acquire funding for their projects. Kevin mentions that open-source creates $500B in economic value yearly. In the crypto space, and on the internet at large, open-source development means that something is free to use, fork, or build on. This accessibility has been a driving force behind web development, and Gitcoin's mission is to create a business model for open-source software developers. Gitcoin has raised around $20M since its initial launch in November 2017.

Gitcoin DAO is seeking to meme itself into the Quadratic Lands, where public goods are well-funded and digital democracy reigns. As Gitcoin has grown, it has come to the point in which a DAO is more well-served for Gitcoin's goals of activism and open-source development. Anti-fragility and distributing points-of-failure are key benefits of transitioning into a DAO. The alignment of incentives between the individual and society is crucial for optimizing capital efficiency and organically generating a better society.

GTC = Grow The Community

------ Resources:

Coordination Failures https://newsletter.banklesshq.com/p/know-thy-enemy-coordination-failures

Claim GTC https://newsletter.banklesshq.com/p/-alpha-alert-claim-gitcoin-token

Gitcoin https://gitcoin.co/

Quadratic Lands https://gitcoin.co/quadraticlands/

Kevin on Twitter https://twitter.com/owocki?s=20

----- 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

66 - Crypto’s Existential Threat | MEV Panel: Phil Daian, Georgios Konstanopolus, Charlie Noyes May 24, 2021

Phil Daian is a researcher and software engineer and is leading the charge into mapping MEV with the Flashbots Project. Georgios Konstantopoulos and Charlie Noyes are both partners at Paradigm.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge 🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-cryptos-existential ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------

Bankless Podcast #66: MEV Panel Guests: Charlie Noyes, Phil Daian, & Georgios Konstantopolous

In this State of the Nation, we bring on big-brain experts behind projects like Paradigm and Flashbots to explain the complex but critical topic of MEV - commonly known as Miner Extractable Value, but as discussed in this episode, Maximum Extractable Value is a more appropriate descriptor. MEV is arguably the single most important unsolved problem in the crypto space.

In the context of incentives and network security, MEV generally refers to the ability of miners & validators to take advantage of their position as securers of the network. Blocks are verified by single entities, and these block producers have tremendous power when they are the ones adding a particular block to the blockchain. We refer to this instance as ‘God-Mode,’ in which a node has the power to assemble & order transactions at will. The threat here is the potential gaps between what is best for the network and what is best for the node.

As an internal and unbounded threat to blockchains, solving the problems that MEV presents is critical to maintaining proper consensus and ensuring decentralization and permissionless access. We take a deep dive into potential solutions, and the impact of EIP-1559 and Proof-of-Stake on MEV. Dive in to learn why despite the challenges ahead, Charlie says:

“In the absence of certainty, I’m willing to take the optimistic perspective.”

------ Resources:

Phil on Twitter https://twitter.com/phildaian?s=20 Georgios on Twitter https://twitter.com/gakonst?s=20 Charlie on Twitter https://twitter.com/_charlienoyes?s=20 Exploring Ethereum’s Dark Forest with Dan Robinson https://youtu.be/MtpRDqrCfbc Investing in DeFi Paradigms with Charlie Noyes https://youtu.be/dQOhbb5HmLA

----- 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: 3rd Week of May (Dip Week, The Rise of Polygon, Elon Crypto, Coinbase Outage, China) May 21, 2021

Download the crypto meta to your brain in this weekly show. Rug Week.

3rd Week of May, 2021

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------ Topics Covered:

0:00 Intro

4:08 MARKETS 4:18 BTC Price 5:25 ETH Price 6:50 ETH/BTC 8:05 Going a Full Cycle 12:00 What Caused the Dip? https://twitter.com/BTCization/status/1395053801061634049?s=20 18:40 The Rektoning https://twitter.com/dytfin/status/1395007097461477379?s=21 20:30 Now vs 2013 https://twitter.com/raoulgmi/status/1395150660660862987?s=21 22:20 Exchange Outages https://www.theblockcrypto.com/linked/105366/exchanges-outages-market-volatility-eth 22:57 DeFi Action 24:26 Greed & Fear Index https://alternative.me/crypto/fear-and-greed-index/ 27:00 EIP-1559 Bullish https://twitter.com/hasufl/status/1395006497164308480?s=20

29:07 RELEASES 30:30 Uniswap V3 Success https://imgur.com/H53upPS 33:50 Slingshot Launch https://app.slingshot.finance/trade/m/MATIC/USDC 35:14 Coinbase Wallet Extension https://twitter.com/coinbase/status/1394369329408454668?s=20 37:05 Miso https://miso.sushi.com/

1:09:40 TAKES 1:11:00 DeFi Summer Round 2 https://twitter.com/rewkang/status/1394788692749922304?s=21 1:15:48 Dave Portnoy & Meme Coins https://twitter.com/stoolpresidente/status/1394379356487757834?s=20 https://twitter.com/RyanSAdams/status/1394402282658308100?s=20 1:18:48 Volatility Scares Institutions https://www.bloomberg.com/news/articles/2021-05-17/elon-musk-is-now-blowing-up-the-wall-street-case-for-bitcoin

1:20:05 What David’s Excited About

1:21:17 What Ryan’s Excited About

1:23:10 MEME of the Week https://twitter.com/NeerajKA/status/1395344179371421697?s=20 https://twitter.com/DocumentEther/status/1394982948085116932?s=20

1:24:15 Closing & Disclaimers

----- 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

65 - Crypto, Legacy, and Value | Mark Yusko May 17, 2021

Mark Yusko has been at the forefront of institutional investing throughout his career, in both the legacy and crypto. He is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

👻 AAVE | LEND & BORROW ASSETS https://bankless.cc/aave

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------

Bankless Podcast #65 - Crypto, Legacy, and Value Guest: Mark Yusko

Mark W. Yusko is a seasoned investor in both traditional and crypto finance, and is the managing partner of Morgan Creek Capital. Notably, he is also an avid fan of Pokemon Go. In this episode, Mark provides a deep and logical basis for a sound decision matrix in the world of investing. He emphasizes broad narrative context, addressing themes reminiscent of our episode with historian Joshua Rosenthal on 'The Crypto Renaissance.'

Mark explores the speculative frenzy in the markets and how it is indicative of a fiat-based financial system that has run its course. Continuous printing has gameified the economy, and crony capitalism has created an environment where you are either in or you're out. If you're in, then you're an incumbent who is incentivized to maintain the status quo. The centralization of power makes progress hard and proper equity even harder.

As a long-term investor who prioritizes values & principles, Mark discusses money as a shared illusion, and notes that value is relative. He presents salient takes on crypto's role in the broad shifts driven by the inevitable failing of incumbent institutions. His worldview feels compatible with the Bankless narrative, and towards the end of the episode, we discuss how Ethereum fits into all of this.

------ Resources:

Mark on Twitter: https://twitter.com/MarkYusko?s=20

Morgan Creek Capital: https://www.morgancreekcap.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

ROLLUP: 2nd Week of May, 2021 Vitalik Rugs For Charity | Elon & Bitcoin | Balancer V2 May 14, 2021

Download the crypto meta to your brain in this weekly show. Rug Week.

2nd Week of May, 2021

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------

Topics Covered:

0:00 Intro

3:18 MARKETS 3:30 BTC Price 5:13 ETH Price 9:02 ETH/BTC Ratio https://ratiogang.com/ 12:17 DeFi Action 15:45 Garbage Szn https://twitter.com/lawmaster/status/1391979415547035650?s=20 20:00 ETH Market Cap https://twitter.com/documentether/status/1392355955816353793?s=21 21:00 ETH Fees https://twitter.com/LucasOutumuro/status/1392152205323603970?s=20 22:11 Justin Drake Analysis https://twitter.com/drakefjustin/status/1391998216044953601?s=20 https://docs.google.com/spreadsheets/d/1U9cGxGY3_t7m4MEIpjKWtRcA2zRajywaxMCZYqbF9eI/edit#gid=0

29:30 RELEASES 30:40 Dfinity Internet Computer https://www.theblockcrypto.com/linked/104146/dfinity-launches-internet-computer 35:45 Balancer V2 https://medium.com/balancer-protocol/the-most-flexible-and-efficient-amm-is-live-meet-balancer-v2-2451a22779b3 37:48 Arbitrum Mainnet for Devs https://twitter.com/arbitrum/status/1392568807995097089 40:37 BTCx2 FLI Index Coop https://medium.com/indexcoop/introducing-the-btc-2x-flexible-leverage-index-38688749b1ab

1:16:20 TAKES 1:18:20 Everyone gets a private key! https://twitter.com/BrantlyMillegan/status/1389270115884097536 1:22:37 No fees, no validators https://twitter.com/wongisrite/status/1391924914567876609?s=20 1:27:27 Ethereum Distributing Wealth https://twitter.com/santiagoroel/status/1392325085407563784?s=21 1:31:50 Fed’s Playing with Fire https://www.wsj.com/articles/the-fed-is-playing-with-fire-11620684980 1:33:48 Ultra Sound Community https://twitter.com/ultrasoundmoney/status/1391746346076540932?s=20 1:35:28 MEME of the Week https://www.reddit.com/r/ethtrader/comments/nb7tgh/its_done_boiz/

----- 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

SotN #46 - The ETH Trade with Su Zhu & Kyle Davies of Three Arrows Capital May 12, 2021

Su Zhu and Kyle Davies are legendary crypto investors & founders of crypto hedge fund Three Arrows Capital. They join the State of the Nation to discuss the bullish case for ETH.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 UPSHOT | Become an NFT Appraiser! https://bankless.cc/upshot ----- State of the Nation #46: The ETH Trade Guests: Su Zhu & Kyle Davies

Su Zhu & Kyle Davies are renowned investors in the crypto space, and in this episode of State of the Nation, the Three Arrows Capital co-founders come on Bankless to discuss ETH as an investment, and more broadly, Ethereum as an ecosystem. They describe themselves as 'on-chain' maximalists, and we dive into how Ethereum boasts impressive on-chain metrics and its strong, fundamental narrative.

Big money likes productive assets, and ETH is proving itself to be highly productive as a capital asset. We discuss the flippening of Ether & Bitcoin, and the opportunity for it in this cycle. Su & Kyle make it clear that institutions are coming around on Ethereum, and the scope of the ecosystem is such that any EVM-compatible (composable with the Ethereum Virtual Machine) is in turn bullish for ETH.

Ethereum has painted six weekly green candles in a row and is indisputably red-hot at the time of this recording. Despite the bullish narrative, it remains difficult to properly measure the magnitude of this move. The inevitable unknowns do not frighten Three Arrows Capital, who explore denominating net worth in Ether. All in all, they leave us with some of the most bullish projections we have ever seen on the Bankless podcast.

------ Resources:

ZhuSu on Twitter: https://twitter.com/zhusu?s=20

Kyle Davies: https://twitter.com/kyled116?s=20

Three Arrows Capital: https://www.threearrowscap.com/

------ This Week on Bankless:

⚒️ TACTIC TUESDAY | RAI Arbitrage Opportunities https://newsletter.banklesshq.com/p/how-to-make-money-from-rai-arbitrage 📈 MARKET MONDAY | The ETH Trade https://newsletter.banklesshq.com/p/the-eth-trade-market-monday 🎙️ PODCAST | Legitimacy with Vitalik Buterin (5/10) https://shows.banklesshq.com/p/-legitimacy-vitalik-buterin 🧢 WEEKLY RECAP | Bankless DAO is Born (5/8) https://newsletter.banklesshq.com/p/bankless-dao-is-born-weekly-recap 🗞️ WEEKLY ROLLUP | Uniswap V3, Bankless DAO (5/7) https://shows.banklesshq.com/p/-rollup-uniswap-v3-btc-in-bank-accounts

----- 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

64 - Legitimacy | Vitalik Buterin May 10, 2021

Vitalik is back on Bankless to discuss his recent blog post: The Most Important Scarce Resource is Legitimacy.

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 UPSHOT | Become an NFT Appraiser! https://bankless.cc/upshot ----- Bankless Podcast #64 - Legitimacy Guest: Vitalik Buterin

Ethereum co-founder Vitalik returns to Bankless – "the greatest Ethereum podcast" – for a deep dive into one of his recent blog posts, titled "The Most Important Scarce Resource is Legitimacy." The catalyzing example for Vitalik's discussion of legitimacy comes from Bitcoin and Ethereum, who both have the power to mobilize a tremendous amount of capital but are restricted in how this capital is used. Vitalik posits that legitimacy is the deep and powerful social force behind this.

Legitimacy is a social phenomenon that describes things that are broadly and generally accepted in a coordination system. Without ascribing moral values, legitimacy can be seen as social reality - the status quo. Legitimate things include the de facto norms and collective expectations of groups, whether you like it or not.

According to Vitalik, there are a number of ways to achieve legitimacy: brute force, continuity (inertia), fairness, process, performance, and participation – these are not mutually exclusive. Cryptocurrencies and blockchain ecosystems 'earn' legitimacy by community acceptance and adoption, but the continued legitimacy of these things is dependent on maintaining that which made it legitimate in the first place: promises and proofs of decentralization & security.

Vitalik turns this discussion towards funding public goods. Ethereum can't summon capital for public goods without sacrificing the decentralization and soundness that give it legitimacy. However, these expectations are not carried as strongly in the app layer. This gives the ecosystem flexibility to coordinate and provide for the health of the network beyond base layer security & decentralization. Legitimacy determines our best practices for interacting with the world – understanding and wielding the power of this concept is necessary to maximize the benefits we bring to it.

------ Resources:

The Most Important Scarce Resource is Legitimacy: https://vitalik.ca/general/2021/03/23/legitimacy.html

Vitalik on Twitter: https://twitter.com/VitalikButerin?s=20

Vitalik's Blog: https://vitalik.ca/

Vitalik's Bankless Appearances: https://youtube.com/playlist?list=PLmkdAgtxf3agqnA5IieA7OkKBjlhx9mn-

------ This Week on Bankless:

🧢 WEEKLY RECAP | Bankless DAO is Born (4/24) https://newsletter.banklesshq.com/p/ethereum-bonds-weekly-recap 🗞️ WEEKLY ROLLUP | Uniswap V3, Bankless DAO (5/7) https://shows.banklesshq.com/p/-rollup-uniswap-v3-btc-in-bank-accounts 🧠 THOUGHT THURSDAY | Crypto Pawn Shops (5/6) https://newsletter.banklesshq.com/p/the-evolution-from-crypto-pawn-shops ✏️ WRITER WEDNESDAY | The Never Sell Plan (5/5) https://newsletter.banklesshq.com/p/the-never-sell-plan 🏴‍☠️ STATE OF THE NATION | Chainlink 2.0 God (5/4) https://shows.banklesshq.com/p/-sotn-45-chainlink-20-with-chainlink 🛠 IT’S TIME FOR BANKLESS DAO(5/4) https://newsletter.banklesshq.com/p/its-time-for-bankless-dao

----- 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: 1st Week of May (Uniswap V3, Elon Musk SNL Dogecoin, Bankless DAO, ETH & BTC) May 07, 2021

Download the crypto meta to your brain in this weekly show.

1st Week of May, 2021

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 UPSHOT | Become an NFT Appraiser! https://bankless.cc/upshot ------

Topics Covered:

0:00 Intro

2:15 MARKETS 2:25 BTC Price 2:50 ETH Price 4:55 The Treasury Reserve Asset https://twitter.com/investindigital/status/1388164681228029952?s=21 10:40 DeFi Action 12:20 Stablecoin Supply https://www.theblockcrypto.com/data/decentralized-finance/stablecoins/total-stablecoin-supply-daily https://www.theblockcrypto.com/linked/103901/tether-usdt-stablecoin-on-chain-volume-1-trillion-first-time 14:30 DOGE. Much Price. https://www.coingecko.com/en/coins/dogecoin

17:23 RELEASES 19:00 Uniswap V3 Mainnet Launch https://twitter.com/Uniswap/status/1390012757970411520?s=20 23:37 UNI V3 Demo https://app.uniswap.org/#/swap 28:15 V2 vs V3 https://imgur.com/a/FOVFRW4 33:30 Meebits - Larva Labs https://www.larvalabs.com/blog/2021-5-3-1-1/introducing-the-meebits 36:55 OKEx L2 Deposit & Withdraw https://www.okex.com/support/hc/en-us/articles/360060706511-OKEx-to-support-direct-deposits-and-withdrawals-onto-Ethereum-scaling-solution-Arbitrum 38:20 zkDAI https://medium.com/aztec-protocol/introducing-zkdai-into-the-aztec-private-rollup-203bd1b5164c 39:41 Bankless DAO! https://www.bankless.community/

49:10 NEWS 49:30 Polygon Making Moves https://www.coindesk.com/polygon-launches-100m-fund-to-support-defi-adoption 50:53 Vitalik the Billionaire https://www.forbes.com/sites/ninabambysheva/2021/05/03/ethereums-27-year-old-co-creator-is-now-the-worlds-youngest-crypto-billionaire/?sh=107e47c07c94 51:55 MakerDAO Returns Dev Fund https://twitter.com/MakerDAO/status/1389211791721254913?s=20 53:09 DeFi More Disruptive than BTC https://www.coindesk.com/defi-more-disruptive-to-banks-than-bitcoin-says-ing 54:50 Bankless DAO to Donate 100k to Charity https://twitter.com/banklessDAO/status/1390348781158166528?s=20 57:39 CNBC - ETH to $10K https://twitter.com/CNBC/status/1389626877795520514 58:30 BTC in Bank Accounts https://cointelegraph.com/news/us-banks-to-allow-bitcoin-trading-in-2021-says-nydig-execs 1:00:47 Gary Vee - VeeFriends https://www.veefriends.com/ 1:03:19 Coinbase, Sotheby’s, & Banksy https://twitter.com/CoinbaseNews/status/1389556297629057024 1:03:47 Upshot 7.5M Raise & Beta Access https://twitter.com/UpshotHQ/status/1390289645259395074?s=20 1:06:00 CryptoPunks 1B Market Cap https://twitter.com/VonMises14/status/1387501834017857537?s=20 1:07:04 Institutions Adopting https://twitter.com/TheBlock__/status/1389970347609534464 https://www.thestreet.com/investing/s-p-dow-jones-launches-bitcoin-ethereum-indices-amid-crypto-surge https://www.theblockcrypto.com/post/103617/paypal-has-held-exploratory-talks-about-launching-a-stablecoin-sources https://www.newswire.ca/news-releases/galaxy-digital-to-acquire-bitgo-to-form-pre-eminent-global-provider-of-digital-asset-financial-services-for-institutions-834031710.html 1:09:07 Elon on SNL - The Dogefather https://www.coindesk.com/elon-musk-dogecoin-snl 1:10:45 a16z 1B Crypto Fund https://www.theblockcrypto.com/linked/103470/a16z-third-crypto-fund-1-billion 1:11:12 Hal Finney would be 65 Today https://www.reddit.com/r/Bitcoin/comments/n4uk78/today_is_hal_finneys_65th_birthday_rip_to_the/

1:12:00 TAKES 1:13:00 Ethereum is Green https://our.status.im/ethereum-is-green/ 1:16:45 Charlie Munger: Peak Cope https://www.coindesk.com/bitcoins-success-is-disgusting-berkshires-charlie-munger 1:18:58 At $3, ETH was a Joke https://twitter.com/evabeylin/status/1389039259504447488?s=20 1:19:30 Get a Job https://twitter.com/crypto_bobby/status/1390100698344443907?s=20

1:22:37 What David’s Excited About

1:24:36 What Ryan’s Excited About

1:25:35 MEME of the Week https://twitter.com/cburniske/status/1389384758929641484?s=20

1:26:40 Closing & Disclaimers

------ 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

RELEASE: Gary Vee DEBUTS VeeFriends NFTs! May 06, 2021

Gary Vaynerchuk (aka GaryVee), serial entrepreneur and Chairman of VaynerX, today released his first NFT collection called VeeFriends.

VeeFriends: https://www.veefriends.com/ ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 UPSHOT | Become an NFT Appraiser! https://bankless.cc/upshot -----

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

SotN #45 - Chainlink 2.0 with Chainlink God May 05, 2021

This is the first piece of Bankless content focusing on Chainlink. Who better to tell us about the decentralized oracle solution than ChainLinkGod himself?

State of the Nation is live-streamed on Tuesdays at 11am PT.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta

------ 📣 UPSHOT | Become an NFT Appraiser! https://bankless.cc/upshot ------

Resources:

ChainLinkGod on Twitter: https://twitter.com/ChainLinkGod?s=20

Chainlink 2.0 Announcement: https://blog.chain.link/chainlink-2-0-lays-foundation-for-adoption-of-hybrid-smart-contracts/

------ This Week on Bankless: 💪 Bankless DAO (5/4): https://newsletter.banklesshq.com/p/its-time-for-bankless-dao 📈 Market Monday (5/3): https://newsletter.banklesshq.com/p/the-flippening-market-monday 🎙️ The Crypto Renaissance (5/3): https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal 🧢 Weekly Recap (5/1): https://newsletter.banklesshq.com/p/ethereum-bonds-weekly-recap 🗞️ Weekly Rollup (4/30): https://shows.banklesshq.com/p/-rollup-eth-all-time-high-eminem

----- 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

63 - The Crypto Renaissance | Josh Rosenthal May 03, 2021

Josh Rosenthal is a former historian and is now a partner at 6ixth Event Cataclysmic Capital. In today's episode, we take a wide lens and examine the similarities between the European Renaissance and what is happening in today's society with both the internet and blockchain technology.

Will future historians call this the Crypto Renaissance?

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💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ Bankless Podcast #63 - The Crypto Renaissance Guest: Josh Rosenthal

Josh Rosenthal holds a Ph.D. in Late Medieval / Early Modern European History, and received a Fulbright Scholarship to the Sorbonne’s Institute for Advanced Studies, think tank mixing culture, history, and technology. Josh is no longer a practicing historian and is instead a partner at ‘6ixth Event Cataclysmic Capital’, which supports early-stage founders targeting cataclysmic impact.

Here on Bankless, we do not necessarily view history as repetitive, but certainly as cyclical. If you're haven't already, check out Strauss & Howe's book 'The Fourth Turning' for a sober and salient account of what modern historiography is missing when it comes to interpreting societal ebbs and flows. Historical patterns are difficult to objectively pin down and create uniform laws that apply across the life cycle of a civilization. However, there are key concepts that are sticky and are often found in pivotal moments in history.

In this episode with Josh, we explore the sticky concepts of value and information.What does it mean for society when there are massive infrastructural changes to these things? The progress of civilization, on a macro scale, inevitably boils down to how we view, understand, create, and distribute communication and commerce. The European Renaissance, beginning in the 15th Century, is a fascinating example of a society undergoing fundamental changes in its relationship with value and information.

Two pieces of technology, the Printing Press and Double-Entry Bookkeeping, laid the foundation for a massive societal revolution that launched Europe into modernity. The late Middle Ages were increasingly hierarchical, in which value & information were held by an oligarchic feudal system. The Printing Press was a communication technology that decentralized access to information, such that Martin Luther was able to use it to spark the Protestant Reformation. Double-Entry Bookkeeping was an ancient practice rediscovered in Italy in around 1300, and this financial technology catapulted the Medici family into a flourishing age of art, culture, and redistribution.

The pendulum of history, according to Josh, swings between aggregation and distribution. Are we experiencing a pendulum swing now? Is the Internet the Printing Press of the information age? Will Blockchain Technology be the revolutionary piece of fintech that Double-Entry Bookkeeping was? Are we at the start of the next Renaissance – a Crypto Renaissance?

------

Topics Covered:

0:00 Intro 4:40 Josh Rosenthal, PhD 6:43 The Later Middle Ages 11:23 Value and Information 14:35 Physical Power 16:20 A Permissioned Life 22:25 The Disillusionment Bubble 25:15 The Renaissance & Value 32:48 The Renaissance & Information 41:40 Technology, the Catalyst 47:05 Fulfillment of the Internet 53:45 Demons Pooping & Early Memes 1:02:11 Money Printer Go BRR 1:07:30 Satoshi & Martin Luther 1:11:25 A Digital Renaissance 1:20:10 A Genie and a Bottle 1:25:03 Get Involved in Crypto Art 1:29:33 Prep with Crypto 1:31:52 Working for Crypto 1:36:20 Change over Time 1:38:36 Closing & Disclaimers

------ Resources:

6ixth Event https://www.go6ixthevent.com/

Josh on Twitter https://twitter.com/JoshuaRosenthal?s=20

----- 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: 5th Week of April (ETH All Time High, Eminem NFT, Tesla Sells BTC, JP Morgan Crypto Fund) Apr 30, 2021

Download the crypto meta to your brain in this weekly show.

5th Week of April, 2021

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Topics Covered:

0:00 Intro

3:55 MARKETS 4:05 BTC Price 4:25 ETH Price ETH Market Cap https://decrypt.co/69493/ethereum-flips-paypal-top-25-global-assets-market-cap?utm_medium=referral&utm_campaign=feed&utm_source=flipboard ETH/BTC https://ratiogang.com/ 12:40 DeFi Action

14:45 RELEASES 16:00 Aave Liquidity Mining https://cointelegraph.com/news/lending-giant-aave-set-to-launch-liquidity-mining-program? 19:40 Stocks Live on Kwenta - FAANGT https://blog.kwenta.io/stocks-are-now-live-on-kwenta/ 22:06 Nexus Protocol Cover https://medium.com/nexus-mutual/nexus-is-growing-protocol-cover-is-live-56752446ec57 23:25 Yearn Quarterly Report - Analyst’s Dream https://github.com/yearn/yearn-pm/blob/master/financials/reports/2021Q1-yearn-quarterly-report.pdf 26:00 Balancer Labs & Gnosis https://medium.com/balancer-protocol/the-crypto-cinematic-universe-crossover-event-of-the-summer-balancer-gnosis-protocol-bgp-638568aa0385 CowSwap DEX https://twitter.com/MEVprotection/status/1387392829731770375

28:30 NEWS 28:40 EIP-1559 July 14th https://twitter.com/sassal0x/status/1385624541586608132?s=20 30:05 EU 2 Year Digital Bond https://www.coindesk.com/european-investment-bank-issues-121m-digital-notes-using-ethereum 31:21 Tether & Coinbase Pro https://twitter.com/coinbasepro/status/1385359434411556868?s=21 33:35 Metamask 5 Million Users https://consensys.net/blog/metamask/metamask-surpasses-5-million-monthly-active-users/ $400k per day in revenue https://twitter.com/tomhschmidt/status/1387680567492104192 36:42 Why Gas is Cheaper https://twitter.com/sassal0x/status/1386180278817759235 37:47 Ethereum on CNN https://www.reddit.com/gallery/n0fjfd 39:40 Eminem & Nifty Gateway https://niftygateway.com/collections/eminemopens 40:58 Satoshi Disappeared https://www.forbes.com/sites/peterizzo/2021/04/26/10-years-ago-today-bitcoin-creator-satoshi-nakamoto-sent-his-final-message/?sh=66bd26dc10dd 43:05 Tesla Sells 18% BTC https://www.theblockcrypto.com/linked/102899/q1-earnings-show-tesla-sold-off-272m-of-its-btc-purchase Tesla Makes Money https://www.wsj.com/articles/tesla-makes-more-money-trading-bitcoin-than-selling-cars-11619517615 46:09 JP Morgan Bitcoin Fund https://www.coindesk.com/jpmorgan-to-let-clients-invest-in-bitcoin-fund-for-first-time-sources 47:06 Nexon allocates $100M for BTC https://www.theblockcrypto.com/linked/103058/game-maker-nexon-100-million-bitcoin 49:30 Visa Moving Into Crypto in a ‘Very Big Way’ https://www.theblockcrypto.com/linked/103048/visa-ceo-crypto-earnings-call-comments 50:30 PayPal CEO Bullish Crypto https://time.com/5957001/paypal-cryptocurrencty-bitcoin-dan-schulman/ 51:42 PayPal on Coinbase https://www.theblockcrypto.com/linked/103311/coinbase-paypal-us-users-buy-crypto

53:00 TAKES 54:30 Collateralize your ETH and Borrow Against It https://twitter.com/trustlessstate/status/1385710606750162946?s=21 1:01:02 Retail SquishChaos - ETH $30k to $150k https://drive.google.com/file/d/1Z1cc7ZnVC_qk8X_veELrsiftOVXcN06P/view 1:03:48 Crypto Fund Two Prime https://twoprime.io/wp-content/uploads/2021/04/Two-Prime-Inst-Ethereum-Investment-sunday-1.pdf 1:04:17 JP Morgan Report https://twitter.com/santiagoroel/status/1387417522777956354 1:05:23 ETH supply has no floor https://twitter.com/TrustlessState/status/1387627204369031170?s=20 1:07:04 $50M Stolen on BSC Uniswap Clone https://twitter.com/RyanSAdams/status/1387427596682645508?s=20

1:10:54 What David is excited about

1:13:13 What Ryan is excited about

1:15:10 MEME of the Week https://twitter.com/BanklessHQ/status/1387526059197976582?s=20 Bonus Meme https://twitter.com/EthereumMemes/status/1386033457894203393?s=20

1:17:30 Closing & Disclaimers

----- 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

AMA with Scoopy Trooples of Alchemix Apr 29, 2021

These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask questions! ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Resources:

What is Alchemix? https://dyor.fi/alcx

Scoopy on Twitter https://twitter.com/scupytrooples?s=20

------ 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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SotN #44: Modeling Ultra Sound Money | Justin Drake Apr 28, 2021

Justin Drake is a researcher at the Ethereum Foundation and is leading the charge of applied cryptography to the Ethereum network. This is the third time Justin has come on the podcast.

If you haven't yet, dive into our first two episodes with Justin, 'The Bull Case for Cryptography' and 'Ultra Sound Money.' This episode rolls out how we can understand Ultra Sound Money using data-driven models.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------ State of the Nation #44: Modeling Ultra Sound Money Guest: Justin Drake

This is Justin's third appearance on Bankless. His first, The Bull Case for Cryptography, went in-depth into cryptographic hashes and digital signatures, the basic tools used to build blockchains. The second, Ultra Sound Money, presented a thematic overview for the Ethereum economic engine. In this episode, we model Ultra Sound Money and what upcoming upgrades to Ethereum mean for issuance, supply, and staking vs. mining.

Justin recently released four models cover the granular data-driven details of what Ultra Sound Money Means. These models deal with Ether's three main cashflows: Issuance, Supply, and Collateral. Justin argues that with the massive efficiency improvements to the Ethereum Network with Proof-of-Stake, Ether issuance will decrease by upwards of 90% and will proportionally reduce sell pressure from miners. He posits that ETH's peak supply will be 120M total Ether, and EIP-1559's burning mechanism will eventually reduce the total supply of ETH down to 100M.

Justin also expects the APR for staking Ethereum to be 25% following the Ethereum 2 merge. We visualize what these numbers mean by combining the Ethereum Economic Engine metaphor, Triple Point Asset thesis, and viewing capital as having an inherent temperature. Cold ETH means that it is locked up, securing the network and/or reducing total liquid supply. Hotter ETH is that which is actively available for use, but much of this ETH is vaporized through EIP-1559's fee burn mechanism. Therefore, on both ends of the temperature spectrum, supply & issuance are optimized via staking and fee burn.

Every episode with Justin is a deep exploration of the technicals that back Ethereum's memes of being a Triple Point Asset and Ultra Sound Money. However, understanding the models Justin lays out is cause for optimism on Ethereum's future as a vastly improved economic system. The State of the Nation this week is 'Ultra Bullish' – dive in to find out why.

------ Resources:

Model #1: ETH peak supply model https://docs.google.com/spreadsheets/d/1ZN444__qkPWPjMJQ_t6FfqbhllkWNhHF-06ivRF73nQ/edit#gid=0

Model #2: The road to 100m ETH supply https://docs.google.com/spreadsheets/d/1XmeYkWEmaaZEUZ078A-lolchzNUrnlUllLkVXSGPzAU/edit#gid=0

Model #3: Net buy pressure https://docs.google.com/spreadsheets/d/1TsrdbdusUop4NJbvjGBbOWTUwYH-Jgg1QBkQ5CtY_-k/edit#gid=0

Mode #4: staking APR with EVM fee rewards https://docs.google.com/spreadsheets/d/1FslqTnECKvi7_l4x6lbyRhNtzW9f6CVEzwDf04zprfA/edit#gid=0

The Bull Case for Cryptography https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography

Ultra Sound Money https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake

Justin on Twitter https://twitter.com/drakefjustin?s=20

----- 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

62 - Governance and Capital | Joel Monegro Apr 26, 2021

Joel Monegro is a partner at Placeholder VC, where he invests in decentralized networks and companies that democratize data, wealth, and power.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge 🎧 Get this Episode's Debrief: https://shows.banklesshq.com/p/exclusive-debrief-governance-and ------ BANKLESS SPONSOR TOOLS:

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------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Bankless Podcast #62 | Governance and Capital Guest: Joel Monegro

Joel Monegro is a partner at Placeholder, a venture capital firm where he invests in decentralized networks and companies that democratize access to data, wealth, and power. He started the firm in 2017 with his friend Chris Burniske and mentor Brad Burnham after three years at Union Square Ventures, developing the firm’s early blockchain thesis and portfolio.

In this episode, Joel explores the relationship between Governance and Capital, broadly used terms in desperate need of proper definition. Governance focuses on the decision making process in regards to capital. Capital is a broad term for economic resources – that which has utility. Governance can refer to autocratic individual decision making, but we dive into governance as a mechanism for collective decisions and achieving consensus. It is typically tied to a social and/or economic system and is made of structures that drive decision making among groups of people.

Capital represents influence, power, or control over economic resources. Capital and its utility are natural social phenomena and are relative in nature. Governance and Capital are deeply linked and arguably synonymous. The optimization of governance over capital and capital instruments are priorities of blockchains, which involve both financial and governance technology. The utility of capital can increase when pooled, especially when governance is scaled and effective.

A core argument of the crypto industry is that blockchains offer a more advanced instrumentation of capital, creating maximally efficient pathways for the exchange of value. They allow the transaction/contract settlement layer to migrate away from a state-backed system, which involves the use of courts and violence to achieve security. Replacing violence with cryptographic consensus is a powerful but challenging concept – one explored deeply in this episode with Joel Monegro.

------ Resources:

Placeholder VC Blog https://www.placeholder.vc/

Joel on Twitter https://twitter.com/jmonegro?s=20

Generations - Strauss and Howe https://www.amazon.com/Generations-History-Americas-Future-1584/dp/0688119123

------ This Week on Bankless:

🧢 Weekly Action Recap (4/24): https://newsletter.banklesshq.com/p/ethereum-at-aths-weekly-recap 🗞️ Weekly Rollup (4/23): https://shows.banklesshq.com/p/-rollup-venmo-huge-eth-q1-canada ⚫ The future of synthetic assets (4/22): https://newsletter.banklesshq.com/p/the-wild-future-of-synthetic-assets ✏️ A Short History of Ethereum Hacks (4/21): https://newsletter.banklesshq.com/p/a-short-history-of-ethereum-hacks 🏴 Coinbase Goes Direct (4/21): https://shows.banklesshq.com/p/-sotn-43-coinbase-goes-direct-jeff

------ 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: 4th Week of April (Venmo Crypto, Canada ETH ETF, Dogecoin & Safemoon, Ampleforth Airdrop) Apr 23, 2021

Download the crypto meta to your brain in this weekly show.

4th Week of April, 2021 ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Topics Covered:

0:00 Intro. Get Your Badge.

1:55 MARKETS 2:06 BTC Price & Dominance 6:14 ETH Price & ETH/BTC https://twitter.com/RaoulGMI/status/1384990262586351617?s=20

24:29 RELEASES 26:00 Venmo Crypto https://www.theblockcrypto.com/linked/102295/paypal-venmo-crypto 28:27 Etherscan MEV Dark Forest https://twitter.com/etherscan/status/1384118330710056969?s=20 30:14 Alpha Homora V2 Relaunch https://blog.alphafinance.io/upcoming-alpha-homora-v2-relaunch-what-is-included/ 31:57 Ampleforth Gov Token https://www.ampleforth.org/governance/claim/ 33:58 Real World Assets in MakerDAO https://twitter.com/centrifuge/status/1384946100185014280?s=20 https://twitter.com/nomos_paradox/status/1384526932423806981?s=20

37:04 NEWS 37:14 First 13m Gas Block https://etherscan.io/block/12278017 https://twitter.com/sassal0x/status/1384540509293596676?s=20 41:16 Dollars to DeFi Dharma https://twitter.com/Dharma_HQ/status/1384603495198642180?s=20 44:30 PleasrDAO Purchases Snowden NFT - $5.5M https://twitter.com/Snowden/status/1383155552793026560?s=20 47:50 Brazzers NFT Collection https://twitter.com/brazzers/status/1384537381739565060?s=21 49:16 BTC hashrate drop from china blackout https://www.nasdaq.com/articles/bitcoin-mining-hash-rate-drops-as-blackouts-instituted-in-china-2021-04-16 https://twitter.com/nic__carter/status/1384938089748041730/photo/1 53:52 Regulatory Capture https://twitter.com/blockfizac/status/1384496587737640960?s=21 https://www.wsj.com/articles/cryptocurrency-giant-binance-hires-former-top-bank-regulator-11618912800

56:40 TAKES 58:00 Arthur Hayes Bullish on ETH https://cryptohayes.medium.com/yes-i-read-the-whitepaper-59cfa2ea9c2c 1:03:27 Coinbase in 5 Years https://twitter.com/pythianism/status/1383983650480349189?s=20 1:06:00 Binance is a Short-Term Game https://twitter.com/defiprime/status/1384876305129291780?s=20 1:13:58 Teach a Man to Stake https://www.reddit.com/r/ethereum/comments/mvp9io/give_a_man_a_steak_and_hell_eat_for_a_day_teach_a/ 1:15:30 Three Halvenings Capital https://twitter.com/zhusu/status/1385073821699371016?s=20

1:18:04 What David’s Excited About

1:19:20 What Ryan’s Excited About

1:24:15 MEME of the Week https://twitter.com/RyanSAdams/status/1384930095446511616?s=20

1:29:00 Closing & Disclaimers

----- 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

PoolTogether - Leighton Cusack | Meet the Nation Apr 22, 2021

Bankless Nation, meet PoolTogether and its founder, Leighton Cusack. PoolTogether is a DeFi protocol offering a no-loss lottery generated by its pooled interest.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Meet the Nation: PoolTogether Guest: Leighton Cusack

PoolTogether is one of the oldest DeFi Protocols, having been around for about two years. It offers users access to no-loss lotteries; founder Leighton Cusack describes it as a savings account, and the interest generated by the collective deposits are combined into randomly selected lotteries. Like most DeFi project, it is permissionless, trustless, and powered by smart contracts.

Unlike legacy lotteries, which require purchasing tickets, access to PoolTogether lotteries only requires depositing funds which can be pulled out in full at any time. There are currently $225 Million in assets deposited in PoolTogether, earning the interest that becomes rewards for the PoolTogether community.

PoolTogether also has a reserve, which contributes to an increasing treasury. These sponsorships are deposits that are not eligible to win prizes. Instead, these returns are circled back to the pool to yield further interest. This is a perpetual growth mechanism for increasing the reward sizes over time.

PoolTogether recently decentralized with its POOL governance token, and POOL was retroactively airdropped to all users earlier this year. It is also distributed to everyone who deposits in one of the lottery pools. The POOL token controls the protocol by managing the reserves, the number of winners announced weekly, integrations and new pools, and the distribution mechanism of the remaining POOL.

------ Resources:

PoolTogether https://pooltogether.com/

PoolTogether Discord https://discord.gg/hxPhPDW

PoolTogether on Twitter https://twitter.com/PoolTogether_

Leighton on Twitter https://twitter.com/lay2000lbs?s=20

----- 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

SotN #43 Coinbase Goes Direct | CIO of Arca Jeff Dorman Apr 21, 2021

In this week's State of the Nation, we bring on Jeff Dorman, Chief Investment Officer and Arca, to measure the magnitude of $COIN on the public markets.

State of the Nation is live-streamed on Tuesdays at 11am PST.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

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🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/kwenta

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

State of the Nation #43: Coinbase Goes Direct Guest: Jeff Dorman

Jeff Dorman is Chief Investment Officer at Arca, the digital asset management firm. Jeff leads the investment committee, focusing on risk management for cryptoassets. His work history in both legacy and crypto finance puts him in a unique position to work as a bridge between the two worlds.

The Coinbase Direct Listing also acts as a bridge between the two worlds, and it's undoubtedly a landmark event for the legitimization of the crypto industry. What does this mean for the Banks, Fintech, and Wall Street? What does it mean for Gemini, Uniswap, and Binance?

The first item to discuss to answer these questions is how the media and crypto twitter alike were off in their interpretation of this event. The volatile price action in the first moments of the listing were surprising to many, but Jeff explains that this shouldn't be surprising at all, given that there are no underwriters or built-in stability in a direct listing like $COIN's. He expects that there will be volatility and price discovery over a longer stretch of time before the stock moves to a more stable valuation.

------

Resources:

Jeff's Article on Coinbase: https://www.ar.ca/blog/crypto-market-recap-02-28-21

Arca: https://www.ar.ca/

Jeff on Twitter: https://twitter.com/jdorman81?s=20

$COIN Price https://www.tradingview.com/chart/?symbol=NASDAQ%3ACOIN

Coinbase S1 Filings: https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm

Coinbase Analytics: https://www.theblockcrypto.com/data/crypto-markets/public-companies

------ This Week on Bankless:

📛 Bankless Badge Week (4/20): https://newsletter.banklesshq.com/p/how-to-win-free-stuff-with-your-bankless 📈 Market Monday (4/19): https://newsletter.banklesshq.com/p/6-tips-to-succeed-in-this-bull-market 📖 Before Bitcoin (4/19): https://shows.banklesshq.com/p/-before-bitcoin-pet3rpan 🧢 Weekly Action Recap (4/17): https://newsletter.banklesshq.com/p/price-discovery-mode-weekly-recap 🗞️ Weekly Rollup (4/16): https://shows.banklesshq.com/p/-rollup-btc-and-eth-ath-coin-berlin

----- 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

61 - Before Bitcoin | Peter Pan Apr 19, 2021

Peter Pan has been a key member of the Ethereum Ecosystem, and in 2018, he wrote a 4-part series titled "Before Bitcoin," which covers the modern history of cryptography.

We first bring him onto the podcast for an interview, followed by a reading of the full series by David.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------

Bankless Podcast #61 - Before Bitcoin Guest: Pet3rPan

Pet3rPan is a community-first investor at 1kx and part of the leadership of both MetaCartel Ventures and VentureDAO. His involvement in the crypto space is broad and deep, exemplified by his authoring of the Before Bitcoin series that we dive into in this episode.

He was compelled to write the piece as he entered the crypto space, determined to build a depth of knowledge about the history and underlying technology of distributed ledgers powered by public-key cryptography. Modern cryptography doesn't exist in a vacuum, and there is a vast historical landscape to explore and provide context for the underlying principles that power the internet today and drive the innovation of the internet tomorrow.

The story of today's cryptocurrency did not begin with Satoshi's Bitcoin whitepaper in 2009. It began decades earlier in the 1970s as cryptography was revolutionized by Cypherpunks, who discovered new mechanisms for the secure transfer of information. They pursued these ends through their shared values of privacy, self-sovereignty, freedom of information, etc.

This episode begins with a brief interview with Pet3rPan, followed by a 'David Reads' of all four Before Bitcoin articles.

------ Resources:

pet3rpan on Twitter: https://twitter.com/pet3rpan_?s=20

Before Bitcoin Part 1: https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-one-e199f02ca380

Before Bitcoin Part 2: https://pet3rpan.medium.com/history-of-things-before-bitcoin-cryptocurrency-part-two-94c4576005

Before Bitcoin Part 3: https://pet3rpan.medium.com/before-bitcoin-pt-3-90s-cryptowars-e857915fab82

Before Bitcoin Part 4: https://pet3rpan.medium.com/before-bitcoin-pt-4-00s-new-millenium-426d6e3dcb1a

The Digital Culture Revolution: https://newsletter.banklesshq.com/p/the-digital-culture-revolution

------ This Week on Bankless:

🧢 Weekly Action Recap (4/17): https://newsletter.banklesshq.com/p/price-discovery-mode-weekly-recap 🗞️ Weekly Rollup (4/16): https://shows.banklesshq.com/p/-rollup-btc-and-eth-ath-coin-berlin 🏴 Cryptex & Element (4/13): https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi ⚒️ How to Use dYdX (4/13): https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup

----- 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: 3rd Week of April (BTC & ETH ATH, $COIN, Berlin Upgrade, Gary Gensler SEC, Bull Market) Apr 16, 2021

Download the crypto meta to your brain in this weekly show.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap

🔀 BALANCER | EXCHANGE & POOL ASSETS https://bankless.cc/balancer

------ 📣 DHARMA | From Dollars to DeFi in a Tap! https://bankless.cc/dharma ------ Topics Covered:

Compound TVL https://twitter.com/defipulse/status/1380889501283799042 $COIN Price https://www.tradingview.com/symbols/NASDAQ-COIN/ Who’s Buying COIN? https://www.theblockcrypto.com/linked/101760/cathie-wood-ark-246-million-coinbase-stocks

RELEASES Maker / AAVE Proposal https://forum.makerdao.com/t/discussion-direct-deposit-dai-module-d3m/7357 Gas Fees Down? https://twitter.com/0xEther/status/1381513763661176834?s=20 Binance Tokenized Stonks https://www.theblockcrypto.com/post/101335/binance-launches-tokenized-stock-trading-tesla Raid Guild Smart Invoice https://medium.com/raid-guild/introducing-smart-invoice-211776245a0b

NEWS Coinbase Public Listing https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm Coinbase Giving Shares to Employees https://twitter.com/CoinDesk/status/1382163782315704322?s=20 Ethereum Berlin https://blog.ethereum.org/2021/03/08/ethereum-berlin-upgrade-announcement/ JPM & Mastercard invest in Consensys https://www.coindesk.com/ethereum-hub-consensys-raises-65m-from-big-banks-and-blockchain-builders Gitcoin Raise https://twitter.com/gitcoin/status/1382411085161099265 dYdX L2 Volume https://imgur.com/a/nFdygKj MakerDAO Real World Assets https://twitter.com/nomos_paradox/status/1381684052969721856?s=20 Epic Games Raises $1B for NFTs https://venturebeat.com/2021/04/13/epic-games-raises-1-billlion-to-fund-long-term-metaverse-plans/amp/ 41:20 Immutable Integrations https://twitter.com/Immutable/status/1382548807083204610 Regulation https://www.theblockcrypto.com/linked/101595/us-senate-confirms-gary-gensler-as-joe-bidens-sec-commissioner https://www.theblockcrypto.com/linked/101553/sec-peirce-token-safe-harbor-update HSBC Bans Crypto https://twitter.com/cameron/status/1380526047188369409?s=21

TAKES WSB Allows Crypto https://twitter.com/cyounessi1/status/1382519260392591361 Hard to Use ETH? https://twitter.com/RyanSAdams/status/1381618315513200643?s=20 NYSE vs. Uniswap https://twitter.com/haydenzadams/status/1381677367358283783 “Thereum” https://twitter.com/ryansadams/status/1382701166757347350?s=21 How Long Bull Market? https://twitter.com/ryansadams/status/1382503698442678273?s=21 ETH Killers vs. Infrastructure https://twitter.com/JimmyRagosa/status/1381613502276775946?s=20 Vitalik on Maximalism https://twitter.com/BanklessHQ/status/1381468493317505028?s=20

------ This Week on Bankless:

🏴 SotN w/ Cryptex & Element (4/13: https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi ⚒️ How to Use dYdX (4/13): https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup 📈 Market Monday (4/12): https://newsletter.banklesshq.com/p/coinbase-week-market-monday 🎙️Podcast w/ Hester Peirce (4/12): https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce

----- 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

AMA with Stefan Ionescu of Reflexer Labs Apr 15, 2021

Stefan Ionescu is a Founder of Reflexer Labs, the team behind the RAI stablecoin (or is it fair to even call it a stablecoin? Tune in to find out!)

Like all our AMAs, the interview is live and incorporates questions from our Inner Circle Discord and live YouTube Chat. These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask questions! ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED EXCHANGE http://bankless.cc/uniswap

🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta

------ Resources:

Reflexer Labs: https://reflexer.finance/

Stefan on Twitter: https://twitter.com/stefan__ionescu?s=20

------ This Week on Bankless:

🏴 SotN w/ Cryptex & Element (4/13: https://shows.banklesshq.com/p/sotn-42-ethereum-devs-building-defi ⚒️ How to Use dYdX (4/13): https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup 📈 Market Monday (4/12): https://newsletter.banklesshq.com/p/coinbase-week-market-monday 🎙️Podcast w/ Hester Peirce (4/12): https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce 🧢 Weekly Action Recap (4/10): https://newsletter.banklesshq.com/p/the-coinbase-tsunami-weekly-recap 🗞️ Weekly Rollup (4/9): https://shows.banklesshq.com/p/-rollup-coinbase-ipo-fei-protocol

----- 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

SotN #42: Ethereum Devs Building DeFi | Preston Van Loon and Will Villanueva Apr 14, 2021

Both Preston Van Loon of Cryptex and Will Willanueva of Element Finance have helped build the Ethereum Protocol, but are now both working on DeFi apps.

In this State of the Nation, we dive into what it's like for Ethereum Devs building DeFi.

State of the Nations are Livestreamed on Tuesdays at 11am PST. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED EXCHANGE http://bankless.cc/uniswap

🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta ------ State of the Nation #42: Ethereum Devs Building DeFi Guests: Preston Van Loon & Will Villanueva

Tremendous work has been (and is still being) done to develop Ethereum 2, and just as much innovation is happening in Ethereum's app layer, DeFi. In this week's State of the Nation, we bring on guys who have done both: Preston Van Loon and Will Villanueva.

Preston Van Loon is a former Google software engineer who switched to crypto full-time after Vitalik put 1000 ETH into Prysmatic Labs, which Preston founded. Prysmatic labs is now the most popular ETH 2 client. Preston is also the co-founder of a brand new DeFi app ‘Cryptex’, which is a collateralized synthetic asset that tracks the total market cap of all crypto-assets.

Will Villanueva is a former team member of the Quilt team at Consensys and contributed to a mountain of R&D on Ethereum sharding. Will is now the CEO of Element, which offers high yield fixed income for DeFi assets. Element works by breaking a single token into two different ones; a yield-bearing token, and a principle token.

We brought both Will and Preston because their unique work histories of first helping build the Ethereum Protocol and now building DeFi apps. We discuss how their experiences have shaped their current projects, the trajectory of Ethereum and its app layer, and the timing of it all.

"The Hardest Problems Draw the Smartest People." - Preston Van Loon

------ Resources:

Cryptex: https://cryptex.finance/

Element Finance: https://element.fi/

Preston on Twitter: https://twitter.com/preston_vanloon?s=20

Will on Twitter: https://twitter.com/wjvill?s=20

------ This Week on Bankless:

⚒️ How to Use dYdX (4/13: https://newsletter.banklesshq.com/p/how-to-trade-on-the-dydx-rollup 📈 Market Monday (4/12): https://newsletter.banklesshq.com/p/coinbase-week-market-monday 🎙️Podcast w/ Hester Peirce (4/12): https://shows.banklesshq.com/p/-the-sec-and-defi-hester-peirce 🧢 Weekly Action Recap (4/10): https://newsletter.banklesshq.com/p/the-coinbase-tsunami-weekly-recap 🗞️ Weekly Rollup (4/9): https://shows.banklesshq.com/p/-rollup-coinbase-ipo-fei-protocol 🏴 dYdX & StarkWare (4/6): https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and ⚒️ How to Crypto Tax (4/6): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy

----- 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

60 - The SEC and DeFi | Hester Peirce Apr 12, 2021

Bankless Fan and SEC Commissioner Hester Peirce comes on the podcast to discuss tokens, DeFi, 'self-driving banks,' and regulation.

------ 🎙️ Bankless Podcasts On Mondays 🌟Early Access with Premium! https://banklesshq.com/nation/

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------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

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🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta

------ Bankless Podcast #60 - SEC & DeFi Guest: Hester Peirce

Hester Peirce is one of five SEC Commissioners and has been a knowledgable advocate for crypto as the world works out how to regulate the budding industry. The main goals of the Security & Exchange Commission are threefold – to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. The SEC governs far more than crypto, but increasing attention is coming to the space as capital gravitates into it.

Regulating crypto begins with officially establishing the asset class, e.g. currencies, capital assets, commodities, equities, et al. The next step is giving these assets legitimacy in existing financial institutions through exchange-traded products like a Bitcoin ETF.

Below the base money layer, there exists Layer 0, the social layer. Layer 0 must be willing to officially play ball with the cryptoeconomy, and that's what makes regulators like Hester so important. The net optimization of these layers makes for an unequivocally better society: a more inclusive, equitable, and efficient one.

Hester believes in governing principles, not specific technologies. It's important here to remember the three main goals of the SEC. The value propositions of crypto – providing a permissionless, trustless, and verifiable means to transact – are in accord with the values of a free state. The role of government is to encourage and protect mutually beneficial, voluntary engagement among citizens.

Although the harmony between crypto's core values and those of a free state are readily apparent to a seasoned Bankless listener, the rest of Layer 0 must still be convinced. Crypto is a frontier with infinite possibilities, and effectively regulating such an ecosystem is a massive task. However, based on this conversation, there seem to be many reasons to be optimistic about the future of Crypto & DeFi regulation.

------ Resources:

🚀 Atomic Trading 🚀 https://www.sec.gov/news/speech/peirce-atomic-trading-2021-02-22

Get Ready For Self-Driving Banks https://www.ft.com/content/c1caca5b-01f7-41be-85a4-3ecb883f2417

Gary Gensler MIT Crypto Course https://youtube.com/playlist?list=PLUl4u3cNGP63UUkfL0onkxF6MYgVa04Fn

Hester on Twitter: https://twitter.com/HesterPeirce?s=20

------ This Week on Bankless:

🧢 Weekly Action Recap (4/10): https://newsletter.banklesshq.com/p/the-coinbase-tsunami-weekly-recap 🗞️ Weekly Rollup (4/9): https://shows.banklesshq.com/p/-rollup-coinbase-ipo-fei-protocol 🏴 dYdX & StarkWare (4/6): https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and ⚒️ How to Crypto Tax (4/6): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy

----- 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. Do your own research.

Disclaimer: The views expressed in the episode are those of Hester Peirce, not the SEC nor any of her fellow commissioners.

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: 2nd Week of April (Coinbase IPO, FEI Protocol, DeFi Shopify, ETH 2 Merge, BTC ETFs) Apr 09, 2021

Download the crypto meta to your brain in this weekly show. Anthony Sassano's filling in for Ryan this week!

Anthony on Twitter: https://twitter.com/sassal0x?s=20

The Daily Gwei: https://thedailygwei.substack.com/

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED EXCHANGE http://bankless.cc/uniswap

🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta ------ Topics Covered:

Intro

MARKETS DAO Treasuries https://open-orgs.info/

RELEASES DCinvestor Newsletter ‘The Catalyst’ https://twitter.com/iamDCinvestor/status/1378378885516177409 Cryptex.Finance https://medium.com/cryptexfinance/introducing-ctx-governance-powering-the-tcap-protocol-c1b32ce084bc dYdX on StarkWare https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and MVI Index https://www.tokensets.com/portfolio/mvi BED Proposal https://twitter.com/indexcoop/status/1380247275625197570?s=21 Alchemix Upgrade https://twitter.com/AlchemixFi/status/1379072309735026690?s=20 Fei Protocol https://twitter.com/bantg/status/1379755790496641025?s=20 Connext & Polygon https://youtu.be/g4YggCqyLrI Coinbase https://www.theblockcrypto.com/linked/100235/coinbase-direct-listing-april-nasdaq

NEWS Cuban - ETH is Money DeFi Shopify https://twitter.com/tobi/status/1378116793370349569?s=21 1 Week Until Berlin Upgrade! https://ethernodes.org/berlin Polygon Killing It https://twitter.com/CamiRusso/status/1379839772831662084?s=20 ETH 2 Merge https://twitter.com/drakefjustin/status/1379052831982956547?s=20 Immutable X https://twitter.com/GodsUnchained/status/1380008581718757379 SuperRare Raise https://medium.com/superrare/superrare-raises-9m-to-build-the-future-of-art-collecting-e2b3ded227e8 CryptoPunks on Christie’s https://twitter.com/ChristiesInc/status/1380236081472364550?s=20 Tom Brady NFT Platform https://www.cnn.com/2021/04/06/tech/tom-brady-nft-autograph/index.html Overly Attached Girlfriend https://foundation.app/laina/overly-attached-girlfriend-17046 Grayscale ETF https://grayscaleinvest.medium.com/grayscales-intentions-for-a-bitcoin-etf-b11e4faf4c05 Rapid News https://twitter.com/michael_saylor/status/1379042960994668548?s=21 https://u.today/jpmorgan-adjusts-its-bitcoin-target-to-130000-predicting-strong-institutional-adoption' https://www.theblockcrypto.com/post/100860/ledger-shopify-class-action-lawsuit-filed https://twitter.com/sbf_alameda/status/1379791522908934146?s=21

TAKES Coinbase Takes https://twitter.com/econoar/status/1377849659058581507?s=21 https://twitter.com/jebus911/status/1380154418251849735?s=20 https://twitter.com/twobitidiot/status/1379968147739017216?s=20

Balancer & Algorand…? https://twitter.com/immutbl/status/1379503694476021763?s=20 Ethereum’s Event Horizon https://twitter.com/TrustlessState/status/1378488899849216002?s=20

What David is Excited About

What Anthony is Excited About

MEME

Closing & Disclaimers

------ This Week on Bankless:

🧠 Decentralized VC (4/8): https://newsletter.banklesshq.com/p/decentralized-vc-will-eat-venture ✏️ Index Coop (4/7): https://newsletter.banklesshq.com/p/building-a-decentralized-blackrock 🏴 dYdX & StarkWare (4/6): https://shows.banklesshq.com/p/sotn-41-scaling-defi-with-dydx-and ⚒️ How to Crypto Tax (4/6): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy 📈 Market Monday (4/5): https://newsletter.banklesshq.com/p/crypto-is-about-to-melt-faces-market 🎙️Hayden Adams Podcast (4/5): https://shows.banklesshq.com/p/-uniswap-hayden-adams 🗞️Weekly Rollup (4/2): https://newsletter.banklesshq.com/p/ethereum-visa-weekly-recap-526

----- 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

SotN #41: Scaling DeFi with dYdX and StarkWare Apr 07, 2021

Antonio Juliano is Founder of dYdX, and Uri Kolodny is CEO of StarkWare.

State of the Nation is live-streamed on Tuesdays at 11am PT.

------

🔀 10% Off dYdX Trading Fees w/ Bankless! https://bankless.cc/dydx

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🎖 CLAIM YOUR BADGE: https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED EXCHANGE http://bankless.cc/uniswap

🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta ------ State of the Nation #41: Scaling DeFi Guests: Antonio Juliano & Uri Kolodny

Antonio Juliano (founder of dYdX) and Uri Kolodny (CEO of StarkWare) join this edition of State of the Nation to discuss their new announcement: dYdX, in partnership with StarkWare, recently released a Layer 2 Product for Perpetual Contracts, which namely allows for leveraged trading.

Perpetual Contracts expose investors to a synthetic contract, representing the price action of a given asset. The nature of perpetual contracts allow for flexibility and expression in the financial mechanisms powering the contract, giving traders the ability to use leverage. These types of contracts attract high-level, high-frequency traders and make scalability crucial for a platform to be capital-efficient.

StarkEx is StarkWare's scalability app, which uses StarkWare's Cairo, a Turing Complete coding platform, to support Layer 2 Scaling for transfers, trading, derivatives, and NFTs. dYdX rebuilt its interface, backend, and order-book; it then paired with StarkEx to create a scaled, decentralized derivatives exchange. Throughout the development and launch of its new product, dYdX has continued to emphasize the DeFi core values of being non-custodial, trustless, and permissionless.

A major upgrade is cross-margining on dYdX, which allows users to provide universal collateral, instead of having to provide collateral for each market. Other improvements include lower gas prices, increased oracle performance, higher maximum leverage, and no minimum trade size. With these upgrades, dYdX offers better performance with no loss in decentralization or security.

This is how DeFi needs to scale – increasing performance while maintaining decentralization and security.

------

Resources:

dYdX Announcement Post: https://dydx.exchange/blog/public

dYdX: https://dydx.exchange/

StarkWare: https://starkware.co/

Antonio on Twitter: https://twitter.com/AntonioMJuliano?s=20

Uri on Twitter: https://twitter.com/ukolodny?s=20

An Incomplete Guide to Rollups: https://vitalik.ca/general/2021/01/05/rollup.html

------ This Week on Bankless:

⚒️ How to Crypto Tax (4/7): https://newsletter.banklesshq.com/p/how-to-do-crypto-taxes-for-the-lazy 🎙️Hayden Adams Podcast (4/6): https://shows.banklesshq.com/p/-uniswap-hayden-adams 🧢 Weekly Action Recap (4/3): https://shows.banklesshq.com/p/-rollup-visa-on-eth-snl-nft-skit 🗞️Weekly Rollup (4/2): https://newsletter.banklesshq.com/p/ethereum-visa-weekly-recap-526 🚨 Alpha Alert: Fei Protocol: https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis 🦄 The Story of PleasrDAO (3/31): https://newsletter.banklesshq.com/p/xykan-ethereum-story ⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money

----- 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

59 - Uniswap | Hayden Adams Apr 05, 2021

Hayden Adams is the inventor of Uniswap, the decentralized trading protocol. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🗞️ GET THIS EPISODE'S DEBRIEF: https://shows.banklesshq.com/p/exclusive-debrief-uniswap-with-hayden ------

BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED EXCHANGE http://bankless.cc/uniswap

🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta ------ Bankless Podcast #59 - Uniswap Guest: Hayden Adams

Hayden Adams is the creator of Uniswap, the decentralized trading protocol and DAO. Before inventing DeFi's largest asset exchange, he was laid off from his mechanical engineering job in the summer of 2017. Excited by Ethereum and Vitalik's blog post on automated market making, he learned to code smart contracts using Solidity.

Uniswap's V1 Mainnet launch came in the middle of the crypto bear market in November 2018. Since then, it has experienced exponential growth and traction, with liquidity providers like MakerDAO bolstering Uniswap's early ecosystem. Uniswap V2 brought pivotal upgrades to the user experience, bug fixes, and improvements to the Oracle architecture.

From its genesis, Uniswap has emphasized the decentralized, permissionless properties of Ethereum. Uniswap's tools enable anyone to create a liquidity pool to exchange on, and it has become the de facto hub of DeFi as a sandbox for the 'long tail' of endless decentralized assets. Uniswap's openness, functionality, and legitimacy have allowed it to rise to its current position as a DeFi staple.

On September 16th, 2020, Uniswap launched its UNI token with a widely distributed airdrop to each Ethereum address that had interacted on the Uniswap platform – over 500,000 accounts. This drop exemplifies DeFi's promises of wealth distribution, communal equity, and decentralized governance.

On March 23rd, 2021, Uniswap announced V3 to go live on Ethereum mainnet in May of 2021. The most significant change in this upgrade is concentrated liquidity, which allows individual liquidity providers to control where their liquidity is allocated along the price curve for a given asset pair. This allows freedom for infinite liquidity providing strategies and presents a flexibility that incentivizes an optimized trading curve.

In this 2.5 hour episode, Hayden walks us through the entirety of Uniswap, from its genesis to its present state and beyond.

------ Resources:

Uniswap https://uniswap.org/

Hayden on Twitter https://twitter.com/haydenzadams?s=20

V0 Birthday Blog: https://medium.com/uniswap/uniswap-birthday-blog-v0-7a91f3f6a1ba

V3 Announcement post: https://uniswap.org/blog/uniswap-v3/

Vitalik's Market Maker Blog Post: https://vitalik.ca/general/2017/06/22/marketmakers.html

------ This Week on Bankless:

🧢 Weekly Action Recap (4/3): https://shows.banklesshq.com/p/-rollup-visa-on-eth-snl-nft-skit 🗞️Weekly Rollup (4/2): https://newsletter.banklesshq.com/p/ethereum-visa-weekly-recap-526 🚨 Alpha Alert: Fei Protocol: https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis 🦄 The Story of PleasrDAO (3/31): https://newsletter.banklesshq.com/p/xykan-ethereum-story ⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money 🏴 SotN w/ Crypto Bobby (3/30): https://shows.banklesshq.com/p/-sotn-40-get-a-job-in-crypto-rob

----- 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.

Uniswap is a Bankless Sponsor.

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: 1st Week of April (Visa on ETH, SNL NFT Skit, PayPal Crypto, Bankless & Wells Fargo) Apr 02, 2021

Download the crypto meta to your brain in this weekly show.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ BANKLESS SPONSOR TOOLS:

💰 GEMINI | FIAT & CRYPTO EXCHANGE https://bankless.cc/go-gemini

🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask

🦄 UNISWAP | DECENTRALIZED EXCHANGE http://bankless.cc/uniswap

🔀 KWENTA | SYNTHETIC ASSET EXCHANGE https://bankless.cc/kwenta ------

RESOURCES

ETH / BTC https://twitter.com/cburniske/status/1377704242706849796?s=20 Index Coop Revenue https://twitter.com/AlphaLemonade/status/1375917785717432323?s=20 FLI Token (2x ETH) https://www.tokensets.com/portfolio/ethfli Filecoin Fully Diluted Valuation https://www.coingecko.com/en/coins/filecoin

RELEASES zkEVM in May? https://twitter.com/zksync/status/1375807885742125058?s=27 Projects on L2 https://twitter.com/deversifi/status/1376537192621862912?s=20 PayPal Crypto Checkout Service https://www.reuters.com/article/us-crypto-currency-paypal-exclusive-idUSKBN2BM10N Element Finance https://twitter.com/element_fi/status/1377315823879086081 Synthetix L2 Staking https://blog.synthetix.io/oe-integrated-into-staking/ FEI Genesis https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis

26:03 NEWS Bankless & Wells Fargo ;) https://newsletter.banklesshq.com/p/bankless-acquired-by-wells-fargo Optimism Launch Delayed https://optimismpbc.medium.com/optimistically-cautious-767a898f90c8 Visa, the ETH Sidechain https://www.theblockcrypto.com/post/99639/visa-now-settles-payments-in-usdc-stablecoin-ethereum Tether vs DAI https://twitter.com/RyanSAdams/status/1376980581247029249?s=20 Aave and Polygon https://www.coindesk.com/defi-major-aave-working-with-polygon-to-bypass-ethereum-congestion SNL NFT Skit https://youtu.be/mrNOYudaMAc?t=46 Michael Jordan & Top Shot https://www.coindesk.com/michael-jordan-joins-305m-investment-in-firm-behind-nba-top-shot ‘x * y = k’ https://newsletter.banklesshq.com/p/xykan-ethereum-story Opensea & Immutable X https://www.theblockcrypto.com/linked/100084/opensea-nft-layer-2-immutable-x Goldman Offering Bitcoin https://www.cnbc.com/2021/03/31/bitcoin-goldman-is-close-to-offering-bitcoin-to-its-richest-clients.html Coinbase Listing https://cftc.gov/PressRoom/PressReleases/8369-21 FTX Arena https://www.cnbc.com/2021/03/26/crypto-industry-to-get-first-major-us-stadium-with-miami-dade-county-approving-ftx-for-heat-home.html

46:08 TAKES Who’s Buying NFTs? https://twitter.com/UltraXBT/status/1375284492730916869?s=20 PoW, the Stepping Stone https://www.reddit.com/r/ethereum/comments/mf31ia/a_brain_dump_on_pos_vs_pow_arguments/gsm1dnc/ Has Ethereum Changed? https://twitter.com/panekkkk/status/1376620862657429508 Governance Proposals Over VC https://twitter.com/haydenzadams/status/1377356181254119429?s=21 Crypto Culture is Tight https://twitter.com/TrustlessState/status/1377726365298950145

What David’s Excited About Rugging the Fed https://newsletter.banklesshq.com/p/visa-is-going-to-pay-eth-holders-ebe

What Ryan’s Excited About Hayden Adams Podcast https://youtu.be/uQS7WuQtXWs

MEME OF THE WEEK https://twitter.com/deversifi/status/1377517957547487232?s=20

------ This Week on Bankless:

🦄 Uniswap | Hayden Adams: https://youtu.be/uQS7WuQtXWs 🚨 Alpha Alert: Fei Protocol: https://newsletter.banklesshq.com/p/-alpha-alert-fei-protocol-genesis 🦄 The Story of PleasrDAO (3/31): https://newsletter.banklesshq.com/p/xykan-ethereum-story ⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money 🏴 SotN w/ Crypto Bobby (3/30): https://shows.banklesshq.com/p/-sotn-40-get-a-job-in-crypto-rob 🎙️ EIP-1559 With Hasu (3/29): https://shows.banklesshq.com/p/-eip-1559-hasu 📈 Market Monday (3/29): https://newsletter.banklesshq.com/p/visa-is-going-to-pay-eth-holders

----- 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

SotN #40: Get a Job In Crypto: Rob Paone of Proof of Talent Mar 31, 2021

Rob Paone, aka Crypto Bobby, joins Bankless to tell you how to get a job in crypto.

State of the Nation is live-streamed on Tuesdays at 11am PT

------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ SotN #40: Get a Job in Crypto Guest: Rob Paone (Crypto Bobby)

In this week's State of the Nation, we discuss the emerging crypto economy. Rob Paone is the founder of Proof of Talent, a recruiting and search firm that places candidates in professional roles in the crypto space. Few people are more equipped to discuss the job market in the cryptocurrency industry.

Rob is also known by his Youtube persona, Crypto Bobby. He has transitioned into the space's premier career recruiter and is taking advantage of crypto's huge growth potential. In the legacy world, most of the profitable ideas and services have already been capitalized. Crypto exists on the other end of the spectrum, where the market gaps are vast and ripe for opportunity.

Rob's fundamental approach for candidates seeking employment is one of bootstrapping. The market is geared towards those with a technical background, but the key is finding what sets you apart and proving it. Passion and knowledge should naturally turn into finding like-minded communities and contributing.

There is a premium on authenticity, commitment, and value. For those actively seeking a profession in crypto, there are ways to get involved and make yourself invaluable. Are you a tourist, or are you a settler?

------ RESOURCES:

Proof of Talent: https://proofoftalent.co/

Rob on Twitter: https://twitter.com/crypto_bobby?s=20 ------ THIS WEEK ON BANKLESS:

⚒️ How to Stream Money (3/30): https://newsletter.banklesshq.com/p/how-to-stream-money 🎙️ EIP-1559 With Hasu (3/29): https://shows.banklesshq.com/p/-eip-1559-hasu 📈 Market Monday (3/29): https://newsletter.banklesshq.com/p/visa-is-going-to-pay-eth-holders 🧢 Weekly Action Recap (3/27): https://newsletter.banklesshq.com/p/fidelitys-bitcoin-etf-weekly-recap 🗞️ Weekly Rollup (3/26): https://shows.banklesshq.com/p/-rollup-uniswap-v3-fidelity-etf-btc

----- 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

58 - EIP-1559 | Hasu Mar 29, 2021

Hasu is a pioneer and thought leader in the world of cryptoeconomic research.

He is a rare voice in crypto, unafraid to speak his mind and break ranks with both Ethereans and Bitcoiners. His takes were often varied and elusive… until the EIP-1559 proposal. Dive in to learn what changed his mind. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 🗞️ GET THIS EPISODE'S DEBRIEF: https://shows.banklesshq.com/p/exclusive-debrief-eip-1559-with-hasu

------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 🎙️Bankless Podcast Episode #58: EIP-1559 March 29th, 2021

Guest: Hasu

Hasu is a renowned pseudonymous researcher in the cryptoeconomic space, and we have been long impressed by his clear, sober ideas. In his second appearance on the pod, we dive deeply into EIP-1559, covering its technicals but also the social & cultural implications of the proposal.

When it comes to the field of cryptoeconomics, Hasu is most compelled by research on establishing and maintening economic security. EIP-1559 embodies these concepts through its transaction fee dynamics, regulation of gas prices, and novel mechanisms for users to buy transactions on the network.

Properly incentivizing validators to come to consensus is necessary for a cryptoeconomically secure platform. EIP-1559 aims to accomplish this by regulating the consumption of resources on the network, fixing the price of gas on a block while allowing its quantity to float.

The changes under EIP-1559 allow Ethereum to incentivize its deflationary mechanism, mitigate Miner Extracted Value (MEV), and improve the user experience for individuals transacting on the Ethereum network. Tune in as Hasu's refreshing and credible perspective conceptualizes this multi-faceted cryptoeconomic system.

------ RESOURCES:

Uncommon Core Blog/Podcast: https://uncommoncore.co/

Derbit Insights: https://insights.deribit.com/market-research/

Hasu on Twitter: https://twitter.com/hasufl?s=20

Some of Hasu’s Writings: -Analysis of EIP-1559 https://insights.deribit.com/market-research/analysis-of-eip-1559/ -Guide to EIP-1559 https://uncommoncore.co/eip-1559/ -The future of money https://insights.deribit.com/market-research/the-future-of-money-could-be-discretionary/

EIP-1559 on the Horizon https://newsletter.banklesshq.com/p/eip-1559-on-the-horizon-market-monday-37f

The Bull Case for Cryptography https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography

------ THIS WEEK ON BANKLESS:

🦄 Alpha Leak | Uniswap V3 (3/23) https://youtu.be/TRJYs7v7gYo

🎙️ Ultra Sound Money | Justin Drake (3/22) https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake

❓ AMA with Chris Spadafora of Badger DAO (3/24) https://shows.banklesshq.com/p/-ama-with-chris-spadafora-of-badger

🏴 State of the Nation | David Grider (3/23) https://newsletter.banklesshq.com/p/-sotn-39-is-wall-street-going-bankless

⚫ Token Thursday | The Best Yields on USD (3/25) https://newsletter.banklesshq.com/p/the-best-yields-on-usd

✏️ Why ETH is the Best Money the World Has Ever Seen (4/24) https://newsletter.banklesshq.com/p/ultra-sound-money-

⚒️ Tactic Tuesday | How to Automate Your Staking Rewards (3/23) https://newsletter.banklesshq.com/p/how-to-automate-your-staking-rewards

----- 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: 4th Week of March (Uniswap V3, Fidelity ETF, BTC Energy Waste, Jack Dorsey NFT) Mar 26, 2021

Download the crypto meta to your brain in this weekly show. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma ------ TOPICS COVERED:

0:00 Intro

0:50 MARKETS 0:58 BTC Price 1:51 ETH Price 3:06 DeFi - TVL & $DPI 5:37 Ethereum Q1 Recap https://twitter.com/intotheblock/status/1375043056228048903?s=20 7:03 DeFi Revenue Crosses $1B https://twitter.com/DocumentEther/status/1374444448214515714?s=20 9:19 Crypto Indexes https://cdn.discordapp.com/attachments/765296914554945567/823573839128690708/unnamed_43.png 12:42 GBTC Keeps Dropping https://twitter.com/TheStalwart/status/1375077050269237253?s=20 15:45 BlockFi Cutting Rates https://twitter.com/MattBallen4791/status/1374906879722323979?s=20

17:20 RELEASES 18:50 OpenSea Raises $23M https://t.co/WlM1tngJDH?amp=1 AMA with Devin - https://youtu.be/5VaJ1qwPyOI 20:55 Alpha Tokenomics https://twitter.com/AlphaFinanceLab/status/1374700279736586244?s=20 23:24 Dune Analytics v2 https://duneanalytics.com/blog/dune-v2 25:35 Crypto.com NFT | Hermez L2 https://crypto.com/nft https://hermez.io/ 27:43 Maker Increasing Debt Ceiling? https://twitter.com/MakerDAO/status/1372979697517174785?s=20 30:19 EthLife Podcast https://twitter.com/DenizOmer/status/1374741993528655875?s=20

31:25 NEWS 31:35 Uniswap V3 https://uniswap.org/blog/uniswap-v3/ 34:52 Decentraland Casino Pays in DAI https://www.coindesk.com/this-casino-in-decentraland-is-hiring-for-real 37:26 Maker & A16z https://bafybeies2vgpzxnrrc7i76wuefswn2tnnqboqzckpnognfklfhkit2x5ry.ipfs.dweb.link/ 40:06 Beeple Cashes Out https://decrypt.co/62547/beeple-immediately-changed-his-53-million-nft-takings-from-eth-to-usd 42:50 ETH 2.0 Validators https://twitter.com/evan_van_ness/status/1372948495418675200?s=20 44:57 Elon: "Don't Defy DeFi" https://twitter.com/elonmusk/status/1375031060753346564?s=20 45:40 Starkware https://twitter.com/StarkWareLtd/status/1373936192421519366?s=20 https://www.theblockcrypto.com/post/99211/starkware-funding-round-ethereum-paradigm 47:11 Jack Dorsey NFT https://www.theblockcrypto.com/linked/99023/twitter-ceo-jack-dorsey-sells-nft-of-first-ever-tweet 49:07 Nifty's V2 and MEME https://dontbuymeme.medium.com/niftys-backed-by-major-investors-buys-into-meme-v2-date-announced-5eba2867ff86 50:55 Time Magazine NFT Auction https://time.com/5948741/time-nft-covers/ 52:42 Fidelity BTC ETF https://www.theblockcrypto.com/linked/99279/fidelity-bitcoin-etf-filing 54:00 Chinese Digital Currency Anonymity https://www.theblockcrypto.com/linked/98925/pboc-anonymous-cbdc-not-option 55:23 FATF Targeting DeFi https://www.coincenter.org/a-quick-analysis-of-fatfs-2021-draft-cryptocurrency-guidance/ 1:02:13 BitClout https://decrypt.co/62162/bitclout-reaped-160m-tokens-pegged-celebs-followed-money

1:06:11 TAKES 1:06:21 NFTs, Simply Explained https://twitter.com/jackbutcher/status/1374025919342477316?s=21 1:07:55 Efficiency https://twitter.com/ryansadams/status/1375090768201793537?s=21 1:10:22 The Scalability Trilemma https://twitter.com/defipulse/status/1374397104550944777 1:13:14 Dollar-Pegged Stablecoins... https://twitter.com/RyanWatkins_/status/1375078200980742153?s=20 1:15:15 Rai is a Stablecoin https://twitter.com/TrustlessState/status/1373781357797646342?s=20

1:18:00 What David's Excited About 1:25:58 What Ryan's Excited About

1:28:28 MEME OF THE WEEK https://twitter.com/i/status/1373642150521360392

1:31:13 Closing & Disclaimers

------ THIS WEEK ON BANKLESS:

🦄 Uniswap V3 Alpha Leak (3/23): https://youtu.be/TRJYs7v7gYo 🎙️ ULTRA SOUND MONEY (3/22): https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake

----- 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

AMA with Chris Spadafora, Founder of BadgerDAO Mar 25, 2021

Chris Spadafora is the Founder of BadgerDAO, a decentralized protocol that promotes the use of tokenized BTC in DeFi.

Like all our AMAs, the interview is live and incorporates questions from our Inner Circle Discord and live YouTube Chat. These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask questions! ----- 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ Resources:

BadgerDAO https://badger.finance/

Chris on Twitter https://twitter.com/spadaboom1?s=20

----- THIS WEEK ON BANKLESS:

🦄 Uniswap V3 Alpha Leak (3/23): https://youtu.be/TRJYs7v7gYo 🎙️ ULTRA SOUND MONEY (3/22): https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake 🗞️ Weekly Rollup (3/19): https://shows.banklesshq.com/p/-rollup-elon-musk-nft-song-stimulus 🧢 Weekly Action Recap (3/20): https://newsletter.banklesshq.com/p/another-1400-weekly-recap ✏️ Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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

SotN #39: Is Wall Street Going Bankless? | David Grider of Fundstrat Mar 24, 2021

David Grider is a Digital Asset strategy researcher at Fundstrat, the independent research boutique firm. They advise high net-worth individuals, wealth advisors, and a number of actors throughout traditional finance.

They're on the frontier of educating finance natives and bridging Wall Street to crypto. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma ------ SotN #39: Is Wall Street Going Bankless? Guest: David Grider of Fundstrat

Is Wall Street going Bankless? What do they know about crypto? We bring on David Grider of Fundstrat to answer these important questions for us. If an asset is legitimate, it will inevitably end up on Wall Street, the heart-center of global finance. David embodies the growing bridge from traditional finance to crypto, and he sees the space as increasingly on the radar of high-level investors. Crypto should be understood as making the internet an emerging market.

For David, the tipping point came as crypto boasted a trillion-dollar market cap. The finance space is not uniform, and some spheres have been more quick to adapt and adopt than others. As crypto becomes more standardized and accepted, it will be easier to continue this trend in accordance with the Lindy effect – the idea that life expectancy decreases over time with things like technology and concepts.

A general willingness to adopt must also be paired with necessary technologies and infrastructure to support custody and investment vehicles, and these things take time. Wall Street is starting to recognize changes in the current monetary regime, and trailblazers like Fundstrat are making this change more real and accessible.

------ Resources:

David's Tweet Thread https://twitter.com/David_Grid/status/1369417235761102855?s=20

Fundstrat https://fundstrat.com/

David on Twitter https://twitter.com/David_Grid?s=20

------ THIS WEEK ON BANKLESS:

🎙️ ULTRA SOUND MONEY (3/22): https://shows.banklesshq.com/p/-ultra-sound-money-justin-drake 🗞️ Weekly Rollup (3/19): https://shows.banklesshq.com/p/-rollup-elon-musk-nft-song-stimulus 🧢 Weekly Action Recap (3/20): https://newsletter.banklesshq.com/p/another-1400-weekly-recap ⚫ Token Thursday - Ren (3/18): https://newsletter.banklesshq.com/p/rens-trillion-dollar-opportunity ✏️ Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

Follow Bankless on Twitter https://twitter.com/BanklessHQ ----- 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

57 - Ultra Sound Money | Justin Drake Mar 22, 2021

Justin Drake is a researcher at the Ethereum Foundation and is leading the charge of applied cryptography to the Ethereum network. Last time he was on the podcast, we discussed cryptography as the foundation for what we called ‘Moon Math.’

This week, Justin returns to the show to discuss Ethereum’s economic engine and how its design decisions (EIP-1559, Proof-Of-Stake, Issuance, etc.) emerges as an incredibly bullish evolution of sound money: Ultra Sound Money. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma ------

🎙️ 57 - Ultra Sound Money | Justin Drake

Last time Justin was on the Bankless podcast, we went in-depth about cryptocurrency's primitive tools: cryptographic hashes and signatures. He described these as the fire and wheel of cryptography technology. This time, we dive into the specific economic design of the Ethereum network and how it is positioned to expand upon the 'stone-age' cryptography of Proof of Work.

Given Ethereum's expressive capabilities, its future has infinite possibilities in terms of both innovation and development. To explore Ethereum's value proposition as Ultra Sound Money, we use the model of the Ethereum Economic Engine. In this metaphor, the basic energy harnessed is monetary value, stored in the 'engine' battery via tokens. The engine itself is structured by the network's consensus mechanism, Proof of Stake. The engine's efficiency is maximized through the issuance structures proposed in EIP-1559.

All of these components (explored in great detail throughout the conversation) contribute to the concept of ETH as 'Ultra Sound Money.' Soundness describes the degree of efficiency and security in the storage and exchange of monetary value. Economic security, anti-fragility, optimized issuance, efficiency, and scarcity combine to create a robust, maximally effective network. This could be the best episode we've ever recorded. ETH is Ultra Sound Money. Pass it on.

------ 🧑‍🎓 Want access to this episode's exclusive Debrief? Join the Bankless Nation: https://shows.banklesshq.com/p/exclusive-debrief-ultra-sound-money ------

Topics Covered:

0:00 Intro 5:08 The Economic Side of ETH 11:40 Ethereum's Economic Engine 24:00 Integration, The Meme, and Monetary Premiums 35:23 Sound Money & Economic Security 42:58 Cryptoeconomic Horsepower 47:57 Load-to-Power (Towing Capability) 55:59 Competing at the Base Layer 1:02:17 Repairing the Engine (Defense) 1:20:18 POS Plutocracy? Trust? 1:24:43 Engine Fuel 1:33:13 Engine Resilience 1:38:33 Redundance & Security 1:49:10 Stealth & Insurance 1:59:01 Economic Efficiency 2:09:11 Ultra Sound Money 2:18:00 ETH is Money 2:24:12 Hard Money 2:33:13 Closing & Disclaimers

------ RESOURCES

The Bull Case for Cryptography https://shows.banklesshq.com/p/-moon-math-the-bull-case-for-cryptography

ETH is Ultra Sound Money https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday

Justin’s Research https://ethresear.ch/u/justindrake/summary

Justin on Twitter https://twitter.com/drakefjustin?s=20

------ THIS WEEK ON BANKLESS:

🗞️ Weekly Rollup (3/19): https://shows.banklesshq.com/p/-rollup-elon-musk-nft-song-stimulus 🧢 Weekly Action Recap (3/20): https://newsletter.banklesshq.com/p/another-1400-weekly-recap ⚫ Token Thursday - Ren (3/18): https://newsletter.banklesshq.com/p/rens-trillion-dollar-opportunity ✏️ Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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: 3rd Week of March (Elon Musk NFT Song, Stimulus Checks, Canada ETF, Gemini & Aave) Mar 19, 2021

Download the crypto meta to your brain in this weekly show. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma ------ TOPICS COVERED:

0:00 Intro

1:00 MARKETS 1:10 BTC Price 1:55 ETH Price 3:00 DeFi: TVL, DPI, DPI/ETH 5:41 AssetDash https://assetdash.com/ 7:23 ETH in Smart Contracts vs. Exchanges https://twitter.com/sassal0x/status/1371648558122737665?s=20 10:05 Anniversary of ETH’s $90 Low https://twitter.com/AlexanderFisher/status/1370719570789609472?s=19 13:31 Uniswap Dominating Dexes https://twitter.com/spencernoon/status/1371937457449676802?s=20 15:49 DPI Performance https://twitter.com/BigSky_7/status/1371169093764722690?s=20

16:44 RELEASES 19:10 zk.money https://zk.money/ 22:25 Superfluid - Cashflows https://www.superfluid.finance/ 26:05 Argent Layer 2 https://www.argent.xyz/blog/layer-2-plans/ 26:45 OpenZeppelin Sentinels https://blog.openzeppelin.com/introducing-sentinels/ 28:02 SafeSnap - Decentralized Governance https://blog.gnosis.pm/introducing-safesnap-the-first-in-a-decentralized-governance-tool-suite-for-the-gnosis-safe-ea67eb95c34f 30:26 Gemini $GUSD on Aave? https://twitter.com/tyler/status/1371960808498982917?s=20 33:34 FLI Index - Indexcoop x DeFi Pulse https://twitter.com/indexcoop/status/1372268192530243584?s=21 35:35 0x Live on BSC https://blog.0xproject.com/0x-protocol-is-now-live-on-binance-smart-chain-d9329fc974ad 38:03 Ether Cards - New NFTs https://sale.ether.cards/

39:07 NEWS 39:26 Stimmies & Crypto https://www.marketwatch.com/story/americans-ready-to-plow-10-of-stimulus-checks-into-bitcoin-and-stocks-survey-says-11615823512 42:25 Wealth in America 44:55 Morgan Stanley & Direct Crypto Access https://www.cnbc.com/2021/03/17/bitcoin-morgan-stanley-is-the-first-big-us-bank-to-offer-wealthy-clients-access-to-bitcoin-funds.html 46:53 Meitu Buying ETH https://twitter.com/frxresearch/status/1372206714255147008?s=20 49:22 Yearn v2 TVL https://twitter.com/bantg/status/1372374377573011462?s=20 50:19 UNI Grants https://twitter.com/uniswapgrants/status/1371893183454580738 52:39 PancakeSwap & Cream DNS Hijacking https://www.theblockcrypto.com/linked/98353/defi-pancakeswap-cream-dns-hijackings 54:02 NFT Google Search Boom https://twitter.com/Darrenlautf/status/1370980084820025348?s=20 55:04 Good Luck Brian? https://www.businessinsider.com/bad-luck-brian-meme-nft-crypto-art-blockchain-ethereum-foundation-2021-3?utm_source=reddit.com 57:03 Elon Musk NFT Song https://twitter.com/elonmusk/status/1371549960030842893?s=20 58:15 Tesla Meme Title Changes https://i.redd.it/v0wt07kb47n61.jpg 59:04 NFTX Protocol https://twitter.com/scott_lew_is/status/1371989298791251968?s=20 1:01:20 CFTC Investigating Binance https://www.theblockcrypto.com/linked/98138/binance-us-investigation-report 1:04:11 Binance Hires Former US Senator https://decrypt.co/60946/binance-hires-former-us-senator-to-help-navigate-regulations 1:04:44 Canada ETFs. USA Soon? https://www.theblockcrypto.com/daily/98098/canada-bitcoin-etf-us-2021 1:06:27 Bill Gates, POW, and the Environment https://www.nytimes.com/2021/03/09/business/dealbook/bill-gates-bitcoin.html

1:08:13 TAKES 1:08:43 ETH - Store of Value for the People https://twitter.com/BanklessHQ/status/1371876278886875136?s=20 1:10:20 Three Types of People in Crypto https://twitter.com/RyanSAdams/status/1372208566971535365?s=20 1:14:46 Porting Your Career to DeFi https://twitter.com/sassal0x/status/1371305642179186692?s=20

1:18:28 What We're Excited About https://www.linkedin.com/pulse/why-world-would-you-own-bonds-when-ray-dalio/

1:27:18 MEME OF THE WEEK https://twitter.com/L_Nakaghini/status/1372216933546921987?s=20

1:27:51 Closing & Disclaimers

------ THIS WEEK ON BANKLESS:

🎙️ Podcast | 1confirmation (3/15): https://shows.banklesshq.com/p/-authenticity-in-crypto-1confirmation 🏴 SotN | Andrew Steinwold (3/16): https://shows.banklesshq.com/p/-sotn-38-the-state-of-nfts-with-andrew ✏️ ETH is Ultra Sound Money (3/15): https://newsletter.banklesshq.com/p/eth-is-ultra-sound-money-market-monday

----- 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

AMA with Devin Finzer, Co-Founder & CEO of OpenSea Mar 18, 2021

Devin Finzer is Co-Founder & CEO of OpenSea, the largest decentralized NFT marketplace for buying and selling digital goods.

Like all our AMAs, this was streamed live and incorporated questions from our Inner Circle Discord and live YouTube Chat. These are hosted the 2nd and 4th Wednesday each month, so mark your calendars, tune in, and ask your questions!

----- 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ Resources:

OpenSea https://opensea.io/

Devin on Twitter https://twitter.com/dfinzer?s=20

----- THIS WEEK ON BANKLESS:

📈 Market Monday (3/8): https://newsletter.banklesshq.com/p/eip-1559-on-the-horizon-market-monday 🎙️ Podcast | Bankless 2.0 (3/8): https://shows.banklesshq.com/p/-welcome-to-bankless-2021-edition 🛠️Tactic | Synthetic Stocks (3/9): https://newsletter.banklesshq.com/p/how-to-trade-synthetic-stocks 🏴State of the Nation | 3LAU (3/9): https://youtu.be/5KY9W3Ybmdc 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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

SotN #38: The State of NFTs, with Andrew Steinwold (Past, Current, and Future) Mar 17, 2021

Andrew Steinwold is a respected voice in the NFT space and is managing partner of Sfermion, an NFT-native investment firm.

We unpack the recent NFT boom and digest the innovation, successes, failures, and lessons in the space as we reflect and move forward. ------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS: http://bankless.cc/consensus2021 ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta ------ SotN #38: The State of NFTs, with Andrew Steinwold (Past, Current, and Future)

When Andrew was last on Bankless for 'The Bull Case for NFTs' in September 2020, the Nation was introduced to NFTs as an ocean of opportunity for democratizing value. The landscape for NFTs has changed drastically in the last 6 months, but Andrew's approach has remained generally similar.

Andrew updates us on his expectations on the future of NFTs in the context of the current boom. He addresses the notion of the 'NFT Bubble' and the blurred distinction between memes and value. We dive into Proof-of-Work vs. Proof-of-Stake and what makes for a genuine NFT – in terms of both content and distribution.

Through the trials of this cycle, we have found many NFT-specific insights and lessons. Andrew explores the successes and failures of experimentation in this space. We highlight Cryptopunks, which boasts an organic release, being the first of its kind, and mass community adoption.

------ RESOURCES:

The Bull Case for NFTs https://newsletter.banklesshq.com/p/the-bull-case-for-nfts-jake-burkhman

Andrew on Twitter https://twitter.com/AndrewSteinwold?s=20

Zima Red - Andrew's Podcast https://andrewsteinwold.substack.com/

Sfermion https://www.sfermion.io/

------ THIS WEEK ON BANKLESS

🗞️ Weekly Rollup (3/12): https://shows.banklesshq.com/p/rollup-march-2 🧢 Weekly Action Recap (3/13): https://newsletter.banklesshq.com/p/weekly-action-recap-683 🛠️ Trading Synthetic Stocks (3/9): https://newsletter.banklesshq.com/p/how-to-trade-synthetic-stocks 🏴 State of the Nation | 3LAU (3/9): https://youtu.be/5KY9W3Ybmdc ✏️ The Digital Culture Revolution: https://newsletter.banklesshq.com/p/defi-options-strategies-for-traders ⚫ The Case for $100 SUSHI: https://newsletter.banklesshq.com/p/the-case-for-100-sushi 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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

56 - Authenticity in Crypto | 1confirmation Mar 15, 2021

Nick Tomaino and Richard Chen are partners at 1confirmation, a crypto venture fund with $75M+ in assets under management (AUM).

In this episode, we explore the relationship between narratives and fundamentals in the space. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta ------ Topics Covered:

0:00 Intro 3:05 How this bull market feels 10:57 1confirmation's Thesis 14:40 Authenticity 18:26 Crypto-Natives vs. the fakes 26:05 Authentic 'ETH Killers,' Fake VC Chains 38:58 BinanceChain 43:53 Narratives vs. Fundamentals 49:30 On-Chain Verifiable Authenticity 1:01:00 MaRkEtS aRe eFfiCiEnT 1:05:07 Narrative Bull, Fundamental Bear 1:10:31 Dune Analytics & Data 1:20:25 What's The Next Big Thing? 1:24:02 The Changing Landscape 1:33:13 Bull Market Predictions 1:39:32 Closing & Disclaimers

------ Resources:

Nexus Tracker https://nexustracker.io/

Richard's Superrare dashboard https://duneanalytics.com/rchen8/superrare_4

Crypto Art https://cryptoart.io/

Three Underrated Predictions https://thecontrol.co/under-the-radar-product-trends-2020-recap-and-2021-predictions-61125c98415

Dune Analytics Blog: The Revolution Will Not Be Reported Quarterly https://duneanalytics.com/blog/revolution-not-quarterly

1confirmation https://www.1confirmation.com/

Nick on Twitter: https://twitter.com/NTmoney?s=20

Richard on Twitter https://twitter.com/richardchen39?s=20

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS: http://bankless.cc/consensus2021 ------ CATCH UP ON BANKLESS

🗞️ Weekly Rollup (3/12): https://shows.banklesshq.com/p/rollup-march-2 🧢 Weekly Action Recap (3/13): https://newsletter.banklesshq.com/p/weekly-action-recap-683 🛠️ Tactic | Synthetic Stocks (3/9): https://newsletter.banklesshq.com/p/how-to-trade-synthetic-stocks 🏴 State of the Nation | 3LAU (3/9): https://youtu.be/5KY9W3Ybmdc ✏️ The Digital Culture Revolution: https://newsletter.banklesshq.com/p/defi-options-strategies-for-traders ⚫ The Case for $100 SUSHI: https://newsletter.banklesshq.com/p/the-case-for-100-sushi 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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: 2nd Week of March (Beeple NFTs, EIP1559, Stimulus Checks, GBTC) Mar 12, 2021

Download the crypto meta to your brain in this weekly show. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta ------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------ MARKETS

BTC Price: $55k

ETH Price: Low-Mid 1800s Mostly

TVL in DeFi: $41.2B

$DPI: ~$450

MEV Dashboard https://explore.flashbots.net/

DeFi Undervalued? Coinbase vs. DeFi https://twitter.com/StaniKulechov/status/1369314364944244737?s=20

Global Banking $6.2 Trillion, DeFi $85B https://twitter.com/0x_Lucas/status/1369808216490602498?s=20

$3B valuation BlockFi: https://twitter.com/BlockFiZac/status/1370012146503929856?s=20

DAOs With Treasury Reports https://twitter.com/Matthew_Graham_/status/1367521656927838209?s=20

GBTC Trading 15% Below BTC Spot Prices https://www.coindesk.com/grayscale-halts-new-investments-in-gbtc-after-trading-at-15-below-bitcoin

------ RELEASES

Send From Arbitrum to xDAI (Hop Protocol) https://twitter.com/HopProtocol/status/1367914160483299332?s=20

Optimism Dai Bridge with Fast Withdrawals https://forum.makerdao.com/t/announcing-the-optimism-dai-bridge-with-fast-withdrawals/6938

Superfluid https://twitter.com/superfluid_hq/status/1369676939913486337?s=21

FEI Protocol https://www.coindesk.com/coinbase-naval-framework-ventures-19m-raise-fei-stablecoin

------ NEWS

$1.9T Covid Relief Bill and $1400 Stimulus Checks https://www.nbcnews.com/politics/congress/senate-passes-1-9-trillion-covid-relief-bill-including-1-n1259795

Fed Says Reopening Could Cause Inflation https://www.cnbc.com/2021/03/04/fed-chairman-powell-says-economic-reopening-could-cause-inflation-to-pick-up-temporarily.html

EIP1559 Approved for London Hard Fork https://twitter.com/TimBeiko/status/1367858606889037824?s=20

EIP1559 - Front Page of Bloomberg https://i.redd.it/hdgboaz8xml61.jpg

ETH Miners Protesting EIP-1559 https://cointelegraph.com/news/ethereum-miners-plot-hash-power-show-of-force-against-eip-1559

Meitu Buys $22M ETH, $17.9M BTC https://twitter.com/TrustlessState/status/1368639534770966537?s=20

Beeple NFT $69M https://www.telegraph.co.uk/technology/2021/03/11/digital-artwork-snapped-69m-record-sale

NFT Environmentalism https://joanielemercier.com/the-problem-of-cryptoart/

SuperRare Response https://medium.com/superrare/no-cryptoartists-arent-harming-the-planet-43182f72fc61

US Lawmakers Introduce Crypto Bill https://www.coindesk.com/lawmakers-digital-asset-regulation

Wyoming DAO Bill https://twitter.com/awrigh01/status/1369328856260354051?s=20

NBA Top Shot Freezes Funds https://defited.medium.com/my-centralized-experience-dapper-3d3e3a99cbd7

New Grayscale Job Postings - ETF? https://twitter.com/coindesk/status/1369451478428090369?s=21

JPMorgan Crypto Proxy Basket https://www.coindesk.com/jpmorgan-to-launch-cryptocurrency-exposure-basket-of-bitcoin-proxy-stocks

Logan Paul Sponsored Tweet Paid in SFI https://twitter.com/Buhlaque/status/1369149498098860041?s=20

----- TAKES

Everything is Broken https://www.zerohedge.com/markets/mauldin-everything-broken

Reinvesting in Crypto https://twitter.com/ryansadams/status/1368944228382965765?s=21

Steinworld’s Ethspansion from Genesis https://twitter.com/takenstheorem/status/1351409209305305090?s=20

Today Show Laughing About NFTs https://twitter.com/econoar/status/1369344244880527361?s=20

----- MEME

L2 vs ETH Killers https://www.instagram.com/p/CMLVE2YAQQ2/

----- 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

SotN #37: Justin 3LAU - The Frontier of NFTs ($12M drop SOLD, A Token Renaissance in Digital Art?) Mar 10, 2021

Justin Blau, known by his stage name 3LAU, is a DJ turned crypto-entrepreneur. At the end of February, he auctioned collectible NFTs for his 'Ultraviolet' album for a record-setting $11.7M.

We look under the hood of 3LAU's story, diving into what this means for crypto and the disruption of the music industry.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta ------ SotN #37: 3LAU | The Frontier of NFTs

Justin Blau, known by his stage-name 3LAU, has been experimenting in the crypto space since 2014. From February 25-28, he auctioned a total of 33 NFTs commemorating his album 'Ultraviolet', originally released in 2018. 3LAU discusses how he applied his knowledge of game theory to optimize the auction mechanism. The sales totaled $11.7M.

3LAU's biggest takeaway from all this is that the music industry is ripe for disruption. NFTs can remove intermediaries and bridge the gap between fans and creators. Transparent, immutable digital goods are increasingly accessible to the public. These tools promote direct-to-consumer transactions, democratization of data, and self-distribution.

The argument here is that given the technology of distributed ledgers, record labels are now obsolete. With an investable layer, fans are able to contribute capital and hold equity in an artist's work. 3LAU is pioneering how decentralized tokens can be optimized for medium-dependent art spaces. The future of art is decentralized, allowing infinite collaborative possibilities among fans and creators of all forms of media.

Justin on Twitter https://twitter.com/3LAU?s=20

3LAU Website https://3lau.com/

3LAU NFT Auction https://nft.3lau.com/#/auction

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------ CATCH UP ON BANKLESS:

🗞️ Weekly Rollup (3/5): https://shows.banklesshq.com/p/-rollup-3lau-and-grimes-nfts-paypal 🧢 Weekly Action Recap (3/6): https://newsletter.banklesshq.com/p/weekly-action-recap-177 📈 Market Monday (3/8): https://newsletter.banklesshq.com/p/eip-1559-on-the-horizon-market-monday 🎙️ Podcast | Bankless 2.0 (3/8): https://shows.banklesshq.com/p/-welcome-to-bankless-2021-edition 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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

55 - Welcome To Bankless | 2021 Edition Mar 08, 2021

Happy 1-year Anniversary to the Bankless Podcast! We sum up the show’s first nine episodes in this single canonical mega-podcast, updating our answers to the big questions – What Does It Mean To Go Bankless? What Is DeFi? How Do I Get started? ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ Topics Covered

I. Why Are We Going Bankless? (0:00 - 29:09)

Need for Self-Sovereign Money
Current Banking System is Corrupt

II. How Crypto Fixes Money (29:10 - 41:45)

Protocols are Credibly Neutral
Universally Accessible

III. Crypto As A Parallel Financial System (41:46 - 1:00:42)

What is Money?
Parallel Monies, Parallel Tech

IV. The Bankless Money Stack (1:00:43 - 2:11:30)

BTC & ETH Value Propositions
The DeFi Value Proposition

V. Why Crypto Is Inevitable (2:11:31 - 2:34:24)

Game Theory & Gresham’s Law

VI. How To Get Started (2:34:25 - 2:48:10)

Get Crypto Money
Take Self-Custody
Start Using DeFi

VII. The Journey West (2:48:11 - 2:59:38)

Once-In-A-Lifetime Multi-Decades Event
The Bankless Journey is Ambitious, Risky, and Highly Rewarding

------ Resources:

Guide to Going Bankless: https://newsletter.banklesshq.com/p/-guide-1-starting-with-bankless

St. Louis Fed Report https://research.stlouisfed.org/publications/review/2021/02/05/decentralized-finance-on-blockchain-and-smart-contract-based-financial-markets

Designing Ethereum | Vitalik Buterin https://www.youtube.com/watch?v=-R0j5AMUSzA&t=6522s&ab_channel=Bankless

Episode #2: The Evolution of Monetary Policy https://shows.banklesshq.com/p/episode-2-the-evolution-of-monetary

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS: http://bankless.cc/consensus2021 ------ CATCH UP ON BANKLESS:

🗞️ Weekly Rollup (3/5): https://shows.banklesshq.com/p/-rollup-3lau-and-grimes-nfts-paypal 🧢 Weekly Action Recap (3/6): https://newsletter.banklesshq.com/p/weekly-action-recap-177 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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: 1st Week of March (3LAU & Grimes NFTs, PayPal Crypto, Citigroup Report) Mar 05, 2021

Download the crypto meta to your brain in this weekly show. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ MARKETS

BTC Price $50-$52k

ETH Price $1500-$1600

TVL in DeFi $40B

DPI $420

NUPL https://studio.glassnode.com/metrics?a=ETH&category=&m=indicators.NetUnrealizedProfitLoss&mAvg=7&mMedian=0&zoom=all

Bitwise DeFi Index Fund - $32.5m https://www.coindesk.com/bitwise-defi-index-fund-sec-filing-growth

DeFi Revenue Chart https://www.theblockcrypto.com/data/decentralized-finance/protocol-revenue

Grayscale Premiums https://twitter.com/rleshner/status/1365679532808806401?s=20

------ RELEASES

Google Finance 'Crypto' tab https://www.google.com/finance

zkSync Investing Round https://twitter.com/zksync/status/1366387870735495169?s=20

Sushi going Multichain https://twitter.com/josephdelong/status/1367226781393166336?s=21

Alpha On BinanceChain https://blog.alphafinance.io/alpha-homora-embraces-multi-chain-future-starting-with-binance-smart-chain-bsc/

MetaMask & Layer 2 https://twitter.com/MetaMask/status/1367229353046790146?s=20

Zerion integrating Polychain https://twitter.com/zerion_io/status/1367528734148886528?s=20

Alchemix Platform - 100M DAI https://twitter.com/scupytrooples/status/1366029422839570432?s=20

B.Protocol-Compound Integration https://medium.com/b-protocol/b-protocol-compound-integration-is-live-fe026ba7b301

Kings Of Leon Album NFT https://www.rollingstone.com/pro/news/kings-of-leon-when-you-see-yourself-album-nft-crypto-1135192/

Introducing ‘Gateway’ https://medium.com/compound-finance/gateway-623f6f48d2b6

------ NEWS

Citigroup Report on Crypto https://www.cnbc.com/2021/03/01/bitcoin-btc-is-at-a-tipping-point-citi-says.html

Paypal To Buy Curv https://www.coindesk.com/paypal-to-buy-crypto-custody-firm-curv-sources

Paypal & Smart-Contracts? https://twitter.com/mdudas/status/1367525905761984517?s=20

MicroStrategy Buys BTC - $15m https://decrypt.co/59789/microstrategy-invests-15-million-in-bitcoin-adding-to-4-3-billion-stash

Furucombo Exploit - $14m https://www.theblockcrypto.com/linked/96572/defi-building-block-service-furucombo-exploited-for-14m

Fed Looking At Digital Dollar https://markets.businessinsider.com/currencies/news/fed-digital-dollar-jerome-powell-congress-issue-crypto-bitcoin-2021-2-1030114663

Grimes $5.8 Million NFT Auction https://cointelegraph.com/news/musician-grimes-debut-nft-auction-generates-5-8m-in-20-minutes

3LAU $11.6M NFT Sale https://thissongissick.com/post/3lau-11-million-nft-auction/

Ubisoft Bring NFTs into Games https://twitter.com/bruhagan/status/1366711237632004098?s=20

NFT Bull Market https://twitter.com/spencernoon/status/1367495101681983490?s=20

Canada Filing For ETH ETF https://www.theblockcrypto.com/linked/96813/evolve-funds-eth-etf-filing-canada

BitMEX’s Arthur Hayes Expected To Surrender https://twitter.com/ppogodin/status/1367189056212398081?s=21

------ TAKES

Burniske Advice to entrepreneurs https://twitter.com/cburniske/status/1367231116529180672?s=20

BSC Speedrunning DeFi summer https://twitter.com/sassal0x/status/1367437987185709062?s=20

ETH's Moat is EVM https://thedailygwei.substack.com/p/the-evm-is-the-moat-the-daily-gwei

Full Blocks Maximalist https://twitter.com/TrustlessState/status/1367364003521986561?s=20

ETH Maxis: Bitcoin is a Worthless Meme Coin https://twitter.com/ashleighschap/status/1366903062091210754?s=20

------ MEME

https://www.instagram.com/p/CLzwCdIgiXH/?igshid=1rmy63avudo2t

----- Not financial or tax advice. This channel is strictly educational. This channel is NOT: investment advice, a solicitation to buy/sell any asset, 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. See Bankless investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

SotN #36: DeFi Crypto Index For Financial Advisors | Bitwise CIO Matt Hougan Mar 03, 2021

Matt Hougan, CIO of Bitwise, joins Bankless for this week's State of the Nation!

Founded in 2017, Bitwise Asset Management pioneered the first cryptocurrency index fund and provides rules-based exposure to the cryptoasset space. Learn about Bitwise's newest product, their DeFi Crypto Index Fund.

------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ SotN #36: Bitwise DeFi Crypto Index | CIO Matt Hougan

Bitwise is connecting DeFi assets to the world of ‘big money.’ Matt Hougan is CIO (Chief Investment Officer) of Bitwise, and before moving into the crypto space, he pioneered the ETF investment vehicles in the world of traditional finance.

Matt, with his dog by his side, posits that there are three ‘buckets’ of wealth in America where capital is pooled. The first is ‘Self-Directed Retail Investors,’ who has bootstrapped crypto from the ground up. The second is ‘Institutional Investors,’ including Venture Capital Firms, Endowments, Foundations, and other large funds. The third – and most neglected – is capital under the ‘Financial Advisor’ umbrella. This is where the 1%-er money is, and this bucket is just now gaining access to the crypto space.

The Financial Advisor bucket holds $30-$40 Trillion in assets, and the minds in this space are changing as crypto is increasingly legitimized through improving infrastructure and the strong recovery from the 2017 cycle. Building efficient vehicles to bridge this wealth into crypto is critical for large-scale adoption.

This is where Bitwise comes in. Bitwise manages around $1 Billion in assets and created the first Crypto Index Fund, offering a variety of products to retail investors, accredited investors, and financial advisors. Most recently, Bitwise launched its DeFi Crypto Index Fund, exposing financial advisors to the world of DeFi. Analogues to Legacy Finance like Price-to-Earnings Ratios and Cash Flows make DeFi compelling and understandable, but DeFi is showing itself to be “cheaper, more efficient, more open, more transparent, [and] more verifiable.”

------ RELEVANT LINKS:

Matt on Twitter: https://twitter.com/Matt_Hougan?s=20

Bitwise: https://www.bitwiseinvestments.com/

Matt's CFA Report on Cryptoassets: https://www.cfainstitute.org/-/media/documents/article/rf-brief/rfbr-cryptoassets.ashx

Makerburn https://makerburn.com/#/

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------

CATCH UP ON BANKLESS:

🗞️ Weekly Rollup (2/26): https://shows.banklesshq.com/p/-rollup-big-dip-nft-culture-coinbase 🧢 Weekly Action Recap (2/28): https://newsletter.banklesshq.com/p/weekly-action-recap-f41 📈 Market Monday (3/1): https://newsletter.banklesshq.com/ 🎙️ Podcast with Mark Cuban (3/1): https://shows.banklesshq.com/p/-why-defi-is-the-future-mark-cuban 🐦 Follow Bankless on Twitter: https://twitter.com/BanklessHQ

----- 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

54 - Why DeFi is the Future | Mark Cuban Mar 01, 2021

Mark Cuban needs no introduction, but the entrepreneur and Shark Tank host has an impressive depth of knowledge of the crypto space, and he has a particular ability to break complicated subjects into simple, digestible ideas.

Listen as we talk DeFi, NFTs, Ethereum, and the future of finance with Mark Cuban!

------ 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave 🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini 💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith 📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma ------ 📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus

------

Don't stop at the video!

Subscribe to the Bankless newsletter program http://bankless.substack.com/

Visit the official Bankless website http://banklesshq.com/

Follow Bankless on Twitter https://twitter.com/BanklessHQ

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Follow David on Twitter https://twitter.com/TrustlessState

----- 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: 4th Week of February (BIG DIP, NFT Culture, Coinbase IPO, Ethereum Jobs) Feb 26, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership 🔒Subscribe before March 1 to lock in $12/month for life! ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 📣LATTICE - NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus

------ MARKETS

BTC Price $50k - Dip after breaking $58k

ETH Price Broke $2k - Hanging in mid-$1600s with Dip

TVL in DeFi Peaked at $43B - Now at $35B

$DPI - $370

Biggest Day Ever for DEX Volume https://twitter.com/duneanalytics/status/1364473902177677313?s=21

DeFi Pulse Releases New Cryptodollars Page https://twitter.com/defipulse/status/1364310453959200780?s=20

Retail Isn’t Here Yet https://twitter.com/lawmaster/status/1364941277129768964?s=20

------ RELEASES

Optimism dope hires https://twitter.com/optimismPBC/status/1364705156705579009

Andreessen Horowitz on Optimistic Rollups https://a16z.com/2021/02/24/investing-in-optimism/

Dydx Layer 2 w/ ZK-Rollup https://dydx.exchange/blog/alpha

Chainlink Saving Massively on Gas https://decrypt.co/59244/chainlinks-latest-upgrade-a-rapid-evolution-for-defi-ceo-sergey-nazarov

Balancer Aave Partnership https://medium.com/balancer-protocol/balancer-partners-with-aave-to-build-the-first-v2-asset-manager-d9c173330151

Zapper NFT Dashboard https://twitter.com/DeFi_Dad/status/1364308685753843726?s=20

Alchemix https://twitter.com/AlchemixFi/status/1363658484303097858

Tim Beiko proposal for EIP1559 inclusion in London ETH 1 hard fork https://github.com/ethereum/pm/issues/254

------ NEWS

Fedwire goes down https://www.cnbc.com/2021/02/24/the-feds-system-that-allows-banks-to-send-money-back-and-forth-is-down.html

Coinbase Files To Go Public https://twitter.com/lawmaster/status/1364918649425973249?s=20

Nyan Cat NFT sells for 300ETH https://foundation.app/NyanCat/nyan-cat-219

Alpha / Cream Repaying Funds https://blog.alphafinance.io/joint-announcement-on-funds-repayment/

South Korea Bans Privacy Coins from Crypto Banks https://news.bitcoin.com/south-korean-financial-regulator-confirms-privacy-coin-delistings-adds-new-guidelines-to-report-unusual-transactions

Square Buys $170mm BTC https://twitter.com/DeItaone/status/1364319316750061570

MicroStrategy Buys $1.026B BTC https://www.coindesk.com/microstrategy-buys-billion-dollars-bitcoin

Tether & Bitfinex New York Settlement - $18.5mm https://www.theblockcrypto.com/post/95207/bitfinex-tether-new-york-ag-settlement-lawsuit

Brave Wallet + DEX Aggregator - Doubling down https://twitter.com/brave/status/1364296807614930948?s=20

SoRare Professional Soccer (football) NFT Platform https://sorare.com/

------ TAKES

Michael Burry (Big Short) On Inflation https://markets.businessinsider.com/currencies/news/big-short-michael-burry-warns-inflation-bitcoin-gold-hedge-risk-2021-2-1030102452

NFT Inflection Point https://twitter.com/jbrukh/status/1364785907379941377?s=20

Emotional Robbery by Web2 platforms https://twitter.com/TrustlessState/status/1364786359932575745?s=20

Current Prices are the bottom of next Bear Cycle https://twitter.com/cburniske/status/1363189837675646977?s=20

Ethereum the Employer https://twitter.com/TrustlessState/status/1364603328601022467?s=20

Ryan's Jaded About Delegated POS https://twitter.com/ryansadams/status/1364789743054159876?s=21

------ MEME

L2 Implementers Assemble https://twitter.com/Crypt0xWife/status/1364044469323128833?s=20

I am Groot https://twitter.com/Crypt0xWife/status/1363325351724806145?s=20

------ Don't stop at the video!

Subscribe to the Bankless newsletter program http://bankless.substack.com/

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----- 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

AMA with Hart Lambur, Co-Founder of UMA Protocol Feb 25, 2021

UMA Protocol (https://umaproject.org/) provides open-source infrastructure for developers to efficiently create secure synthetic assets. Hart Lambur is Co-Founder.

----- 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: Lock in $12/month for life before March 1! http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus ------ Relevant Links:

UMA Protocol https://umaproject.org/

Hart on Twitter https://twitter.com/hal2001?s=20

------ Don't stop at the video!

Visit the official Bankless website http://banklesshq.com/

Follow Bankless on Twitter https://twitter.com/BanklessHQ

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

SotN #35: NFT MANIA! Are NFTs the Future of Art? Nifty Gateway Founders Griffin and Duncan Feb 24, 2021

Guests: Duncan & Griffin Cock Foster

We bring on the Cock Foster Twins, Co-Founders of Nifty Gateway, to the Bankless State of the Nation to discuss all things NFT and the roadmap to the metaverse.

----- 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: Lock in $12/month for life before March 1! http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus ------ Relevant Links:

Nifty Gateway https://niftygateway.com/

Duncan on Twitter https://twitter.com/DCCockFoster?s=20

Griffin on Twitter https://twitter.com/gcockfoster

------ Don't stop at the video!

Visit the official Bankless website http://banklesshq.com/

Follow Bankless on Twitter https://twitter.com/BanklessHQ

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Follow David on Twitter https://twitter.com/TrustlessState

----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

53 - Building DeFi on Layer 2 | Synthetix, Loopring, Immutable Feb 22, 2021

Guests: Justin Moses - CTO of Synthetix Robbie Ferguson - Co-Founder & President of Immutable Matt Finestone - Head of Business Development at Loopring

We discuss how these three voices in the crypto space have been integral in building successful DeFi products on the Ethereum mainnet. Listen in for a deep-dive into the different methods these protocols have taken to implement their apps on an Ethereum Layer 2.

----- 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ------ AFTER THE SHOW DEBRIEF: https://shows.banklesshq.com/p/exclusive-debrief-building-layer ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ Topics Covered: 0:00 Intro 5:14 Loopring & ZK-Rollups 13:17 Immutable NFTs & ZK-Rollups 17:31 Synthetix & Optimistic Rollups 21:03 Why Ethereum? Why Rollups? 39:24 Layer 2 Efficacy/Roadmaps 1:01:25 Composability 1:18:22 L2 On-Ramps 1:27:52 Does L2 Compete w/ ETH? 1:34:47 Closing & Disclaimer

------ Relevant Links:

Synthetix https://synthetix.io/

Immutable https://www.immutable.com/

Loopring https://loopring.org/#/

An Incomplete Guide to Rollups (w/ Vitalik) https://youtu.be/wcCHlqgGSH4

------ Don't stop at the video!

Follow Bankless on Twitter https://twitter.com/BanklessHQ

Follow Ryan on Twitter https://twitter.com/ryansadams

Follow David on Twitter https://twitter.com/TrustlessState

----- 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: 3rd Week of February (ETH & BTC ATH's, NFT's, Andrew Yang, Bitwise DeFi Index, Reflexer launches RAI) Feb 19, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 📣LATTICE - NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus ------ MARKETS

BTC Price $52k - New High, Breaking $50k

ETH Price $1900 - New High

TVL in DeFi $41.8B - New High

$DPI $440

More than 173K BTC on Ethereum https://twitter.com/0xstark/status/1360035942115934208?s=21

New ATH For Ethereum Miner Revenues https://twitter.com/lars_hl/status/1356259559057334272?s=20

Largest Banks by Market Cap ;) https://companiesmarketcap.com/banks/largest-banks-by-market-cap/

ETH Balance on Exchanges Going Down https://studio.glassnode.com/metricsa=BTC&category=&m=distribution.BalanceExchangesRelative

------ RELEASES

Beeple Brings the NFT Revolution to Christie’s https://metaversal.banklesshq.com/p/beeple-brings-the-nft-revolution

Bitcoin ETF Coming to Canadian Exchange https://blwk.omeclk.com/portal/wts/ucmcny2h%7CbbQaNeqo%7Cv9cFk2TRnhBHD3n

RAI Mainnet Launch (“RAI IS ETH”) https://twitter.com/reflexerfinance/status/1362036488167444485?s=20

EulerBeats - Audio NFT's! https://eulerbeats.com/

POOL Token https://newsletter.banklesshq.com/p/-alpha-alert-pooltogether-airdrop

DexGuru: Another Bloomberg Terminal for DeFi https://dex.guru/token/0x2260fac5e5542a773aa44fbcfedf7c193bc2c599

------ NEWS

Robinhood to enable Crypto withdrawals/deposits https://twitter.com/Reuters/status/1362239190340145154?s=20

Yang Gang on the Crypto Train https://twitter.com/andrewyang/status/1359992211186843649?s=21

Bitwise Launches New DeFi Fund for Accredited Investors https://www.theblockcrypto.com/post/95129/bitwise-defi-fund-accredited-investors

This is How Governance Works (EIP-1559) https://supporteip1559.org/

Dapper Labs raise $250m at $2B Valuation https://www.coindesk.com/nba-top-shot-cryptokitties-firm-dapper-labs-raising-250m-at-2b-valuation-report

CREAM Exploit via Alpha (CREAM TVL Down 84%) https://twitter.com/FrankResearcher/status/1360513422689984512?s=20

Largest Liquidation Event in DeFi History https://twitter.com/TechnicalCrypto/status/1361184481655353348?s=20

Uniswap Has Processed over $100B in Volume https://twitter.com/haydenzadams/status/1361356927226310668?s=20

Coinbase Powers Tesla BTC Buy https://www.theblockcrypto.com/post/95146/coinbase-tesla-bitcoin-buy

Cryptopunk sells for 650 ETH https://twitter.com/cryptopunksbot/status/1362437000041803778?s=20

------ TAKES

I found BinanceChain https://twitter.com/RyanSAdams/status/1362471653117222913?s=20

Art is priced in ETH https://twitter.com/econoar/status/1362200551849488388?s=20

Ethereum is An Emergent Structure https://twitter.com/RyanSAdams/status/1360704029152727040?s=20

Michael Saylor Arbing the Boomer System https://twitter.com/ErikVoorhees/status/1361741094732455939?s=20

------ MEME

Always Who You Most Suspect https://www.instagram.com/p/CLTDaK7gvMy/?igshid=1pysho1sh3w4g ------ Don't stop at the video!

Follow Bankless on Twitter https://twitter.com/BanklessHQ

Follow Ryan on Twitter https://twitter.com/ryansadams

Follow David on Twitter https://twitter.com/TrustlessState

----- 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

AMA with Tascha from Alpha Finance Feb 18, 2021

An AMA with the Project Lead at Alpha Finance Lab, an Ecosystem of DeFi Products.

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ------ GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma ------ 📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus ------

AMA with Tascha from Alpha Finance

Alpha Finance Lab (https://alphafinance.io/ ) is an ecosystem of DeFi products including Alpha Homora (https://homora.alphafinance.io/), which released its V2 upgrade in January 2021. Tascha is Project Lead and Co-Founder.

Tascha on Twitter https://twitter.com/tascha_panpan?s=20 ------ Don't stop at the video!

Subscribe to the Bankless newsletter program http://bankless.substack.com/

Visit the official Bankless website http://banklesshq.com/

Follow Bankless on Twitter https://twitter.com/BanklessHQ

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

SotN #34: Polygon: Ethereum's Internet of Blockchains – Mihailo Bjelic & Sandeep Nailwal Feb 17, 2021

Guests: Mihailo Benjic & Sandeep Nailwal

We bring Mihailo & Sandeep of Polygon (formerly Matic) to the Bankless State of The Nation, to discuss Ethereum's Internet of Blockchains and Polygon's approach to connecting networks.

----- 🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 📣LATTICE | NEXT GENERATION OF HARDWARE WALLETS https://bankless.cc/gridplus ------ Relevant Links:

Polygon https://polygon.technology/

Our Tactic on Using Polymarket https://newsletter.banklesshq.com/p/how-to-bet-on-defi-with-polymarket

Sandeep on Twitter https://twitter.com/sandeepnailwal?s=20

Mihailo on Twitter https://twitter.com/MihailoBjelic?s=20

------ Don't stop at the video!

Subscribe to the Bankless newsletter program http://bankless.substack.com/

Visit the official Bankless website http://banklesshq.com/

Follow Bankless on Twitter https://twitter.com/BanklessHQ

Follow Ryan on Twitter https://twitter.com/ryansadams

Follow David on Twitter https://twitter.com/TrustlessState

----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

52 - The Crypto Milkshake Theory | Brent Johnson Feb 15, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 52 - The Crypto Milkshake Theory

Guest: Brent Johnson

Brent Johnson, known for his “Dollar Milkshake Theory,” is a macro-focused wealth manager. We discuss crypto from his broad perspective, focusing on the Federal Reserve, the Dollar, and our take on his ideas – The Crypto Milkshake Theory.

We observed the Federal Reserve coming into the limelight in the past year, with increased attention on Jerome Powell and other central bankers as they become more like players than referees.

Brent lays out how our system (and all fiat currencies) are built for exponential growth. An exponentially growing market will be increasingly susceptible to larger and more frequent volatility. This calls for stronger central bank action, which accelerates these fundamental issues.

Interestingly, Brent believes in the strength of the Dollar (at least in the short-term), expecting it to be the last fiat currency to get knocked out. The COVID-19 Crash in March 2020 was an example of this deflationary volatility, and Brent views the system’s current narrative as ripe for another market crash and dollar bull run.

On the crypto side of things, Brent sees assets like BTC as a valid store of value, and the advantages of non-sovereign wealth stores merit serious consideration. His concerns about the space involve the difficulties of using crypto as money and the power of governments to curb blockchain use. However, blockchain technology is a “genie out of the bottle” and is here to stay.

------ Brent on Twitter https://twitter.com/SantiagoAuFund?s=2

Brent's Presentation on The Dollar Milkshake Theory https://youtu.be/2qTOWuL7Zco ------ Don't stop at the video!

Subscribe to the Bankless newsletter program http://bankless.substack.com/

Visit the official Bankless website http://banklesshq.com/

Follow Bankless on Twitter https://twitter.com/BanklessHQ

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Follow David on Twitter https://twitter.com/TrustlessState

----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

ROLLUP: 2nd Week of February (Elon buys BTC, Crypto on Mastercard, Celebrity NFTs) Feb 12, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------

MARKET

BTC Price $47K (New high w/ Tesla $1.5B buy) Flirting w/ $50k

ETH Price $1800 (New high… again) Passed 1 trillion transactions on Ethereum https://twitter.com/etherscan/status/1357748137478131713?s=20

TVL in DeFi: Nearly $40B $DPI: $408 DPI/ETH Daily Chart! https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP

Touching $1B AUM in DAOs https://twitter.com/DeepDAO_io/status/1357379114089472003?s=20

Crypto Art Sales Reach a Record $80 Million https://decrypt.co/56998/crypto-art-sales-on-ethereum-reach-a-record-80-million See Chart Here https://cryptoart.io/data

Token Terminal https://terminal.tokenterminal.com/dashboard/AMMs

ETH Powers over $30B in Stablecoins https://twitter.com/spencernoon/status/1359650088306569216?s=21

Metamask Absolutely Printing Money https://twitter.com/tomhschmidt/status/1359393949568303104?s=20

------ RELEASES

Matic Turning into Polygon https://twitter.com/maticnetwork/status/1359206750239551492?s=20

Hashmasks made over $13 Million in First Week of Sales https://blog.flipsidecrypto.com/hashmasks-on-opensea/

Ledger has integrated WalletConnect (DeFi) https://decrypt.co/56993/ledger-owners-can-now-access-defi-from-ledgers-mobile-app

No Loss Prize Pool Builder is Live https://medium.com/pooltogether/prize-pool-builder-9f9c95fad860

UMA Protocol Releasing “KPI Options” with Community Airdrop https://twitter.com/UMAprotocol/status/1359745145793486849

SUSHI in Coinbase Custody https://twitter.com/MessariCrypto/status/1359950434715262983?s=20

------ NEWS

TESLA BUYS BTC https://twitter.com/carlquintanilla/status/1358758512613015554?s=20

CME: Nearly 400 ETH Futures Contracts Traded on First Day https://www.theblockcrypto.com/linked/94262/cme-eth-futures-contracts-launch-first-day

MasterCard bringing Crypto onto Network https://www.mastercard.com/news/perspectives/2021/why-mastercard-is-bringing-crypto-onto-our-network/

Huge Celeb NFT https://twitter.com/MesutOzil1088/status/1359851478849122307?s=20

Hester Pierce, SEC Commissioner, says we’re ready for a Bitcoin ETF https://www.coindesk.com/peirce-sec-coindesk-t

Twitter Considering Adding BTC to Balance Sheet https://www.coindesk.com/twitter-considering-bitcoin-options-including-on-balance-sheet-exec-says  Coinbase uses 25% of all ETH gas https://twitter.com/will__price/status/1357406288884432898?s=20

Federal Reserve of St. Louis loves DeFi (and apparently Bankless) https://twitter.com/RyanSAdams/status/1358876105541881863?s=20

BNY Mellon Announcing it will offer Custody for Crypto https://www.wsj.com/articles/bitcoin-to-come-to-america-s-oldest-bank-bny-mellon-11613044810

Yearn Hack and $11m loss https://www.theblockcrypto.com/linked/93818/yearn-finance-dai-pool-defi-exploit-attack

Yearn Restores yDAI Vault and Compensates Hack Victims https://thedefiant.io/yearn-restores-ydai-vault-and-compensates-hack-victims/

  Avalanche Blockchain stopped working https://www.coindesk.com/avalanche-developers-rush-client-patch-as-bug-slows-avalanche-transactions

------ TAKES

We’re nowhere close to the top https://twitter.com/gerrrrrrrrrg/status/1358066872927858688?s=21

Let's talk about high gas fees https://twitter.com/RyanSAdams/status/1359540327091167233?s=20

Early Adoption is Expensive and Clunky…. But just wait. https://twitter.com/ashleighschap/status/1359185073543794689?s=21

1 Flippening Left https://twitter.com/RyanSAdams/status/1359161920415236109?s=20

Memes are going to take ETH to 10k https://twitter.com/TrustlessState/status/1359660705062899714?s=20

------ MEME

Jay-Z Confirmed Bankless https://twitter.com/Crypt0xWife/status/1359381601919074309?s=20

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Subscribe to the Bankless newsletter program http://bankless.substack.com/

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

SotN #33: Joseph Lubin on CME ETH Futures (Future of ETH, 2021 Bull Run, Consensys) Feb 10, 2021

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📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta ------ 📣REGISTER FOR COINDESK CONSENSUS 2021 AND SAVE $20 W/ BANKLESS http://bankless.cc/consensus2021 ------

SotN #33: Joseph Lubin on CME ETH Futures (Future of ETH, 2021 Bull Run, Consensys)

We bring Joseph Lubin, co-founder of Ethereum and founder of Consensys, to the Bankless State of the Nation. We do a deep dive into the story of Ethereum, the joint futures of ETH and Consensys, and the current crypto Bull Market.

Topics Covered: -The Story of ETH -CME Futures -ETH's roadmap with Proof-of-Stake and EIP1559 -2021 Bull Run -Future of Consensys

------ Relevant Links:

Joseph on Twitter https://twitter.com/ethereumJoseph?s=20

Consensys https://consensys.net/

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

51 - 2020 Reflections on Crypto and Beyond | Vitalik Buterin Feb 08, 2021

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📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ 51 - 2020 Reflections on Crypto and Beyond

Guest: Vitalik Buterin

We bring on Vitalik to digest the third of his recent posts on his website:

Endnotes on 2020: Crypto and Beyond https://vitalik.ca/general/2020/12/28/endnotes.html

Vitalik wrote this post from Singapore, noting that 2020 was an extremely interesting year in which we faced “humanity’s first boss-level enemy since 1945.” However, it was also a year that brought much hope in areas like transportation, medicine, AI, and blockchains.

We have observed a transition in the Political economy from physical to digital – 2020 served as a high-octane accelerant for these changes. A key piece of this change is shifting emphasis from physical private goods to digital public goods. This transition requires creative solutions to the challenges of effective governance.

The phrase “digital nationalism” refers humanity’s recent tendency to polarize and how this extends to the internet. Both Bitcoin and Ethereum have undergone great schisms, resulting in hard forks like BCH and ETC. These phenomena in the rising political economy will likely continue.

Vitalik walks through the tricky relationship between our financial and non-monetary social motivations. Culture and narrative can be incredibly powerful tools for innovation, but altruistic people are not the only ones with access to these things.

Vitalik concludes with thoughts on the Big X - Big Government, Big Business, Big Tech, etc. This multidisciplinary “dense jungle” is populated by a variety of powerful groups with dynamic interrelationships, and blockchains & cryptocurrencies are set up to play a vital role.

------ Vitalik's Blog: https://vitalik.ca/

Vitalik on Twitter: https://twitter.com/VitalikButerin

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

ROLLUP: 1st Week of February (ATH for $ETH & $DPI, Logan Paul NFTs, HashMasks, Saylor Conference) Feb 05, 2021

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⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ MARKET

BTC 37k

ETH Touched 1.7K! (1 week after GameStop fiasco!) Extremely Volatile in the 1.6k range

ETH/BTC Ratio https://twitter.com/cburniske/status/1357179675986960384?s=20

TVL in DeFi: $33B $DPI: $408 DPI/ETH 1-Day Chart! https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP

AAVE from $300 to $520 in 2 days https://www.coingecko.com/en/coins/aave

Settlement Value https://money-movers.info/

Layer 2 Is Here https://twitter.com/L2Wars/status/1356268228847267842?s=20

Alpha Finance originating more loans that Aave https://twitter.com/jpurd17/status/1357353513773199360?s=21

Nexus Mutual All-Time Highs https://twitter.com/mhonkasalo/status/1354702636130381825?s=20

------ RELEASES

HashMasks! https://twitter.com/TheHashmasks

NFTX enabling liquidity providing for HashMasks https://blog.nftx.org/how-to-become-a-hashmasks-liquidity-provider/

Balancer V2 Is Coming https://twitter.com/BalancerLabs/status/1356638858465656832?s=20

Parsec Launch & Building for the Next 10 Years of DeFi https://sheehan-95.medium.com/parsec-launch-building-for-the-next-10-years-of-defi-b3c82a47d225

Arbitrum Demo! https://portal.arbitrum.io/ https://twitter.com/arbitrum/status/1354937176769892366

Goldfinch Introducing “Crypto Loans Without Collateral” https://medium.com/goldfinch-fi/introducing-goldfinch-crypto-loans-without-collateral-fc0cad9d13e

Grayscale releases ‘Valuing Ethereum’ paper https://twitter.com/sonnenshein/status/1357354359948984323?s=21

------ NEWS

Grayscale releases ‘Valuing Ethereum’ paper https://twitter.com/sonnenshein/status/1357354359948984323?s=21

UNI & Aave Now in the Bitwise 10 https://twitter.com/BitwiseInvest/status/1355281829549334528?s=20

5 Potential New Greyscale Trusts? https://www.coindesk.com/grayscale-may-have-laid-groundwork-for-5-more-potential-crypto-trusts

Aave in Greyscale https://twitter.com/mrjasonchoi/status/1354759848529862659?s=20 https://twitter.com/jacobshiach/status/1354966787335409665?s=20

Visa’s Q1 Earning’s Call (Stablecoins, Payment Networks) https://www.theblockcrypto.com/linked/93045/visa-earnings-call-crypto-strategy

Michael Saylor BTC Webinar indicates massive interest https://www.bloomberg.com/news/articles/2021-02-03/bitcoin-proselytizer-saylor-says-over-1-000-firms-join-webinar

India to Ban Bitcoin? https://www.cnbc.com/2021/01/30/the-indian-government-may-ban-cryptocurrencies-like-bitcoin.html

Logan Paul issues NFTs with Bondly https://www.bondly.finance/

Big Names Into Crypto: Ray Dalio on Bitcoin: https://www.bridgewater.com/research-and-insights/ray-dalio-what-i-think-of-bitcoin

Mark Cuban Likes ETH: https://twitter.com/iamDCinvestor/status/1354780502599860226?s=20

------ TAKES

DeFi tokens wealth: NFT Status https://twitter.com/juliankoh/status/1356814988837588992

ETH’s Future is with ETH Holders https://twitter.com/wongisrite/status/1356725612992335873?s=20

It’s okay to not own BTC Pt 1: https://twitter.com/TrustlessState/status/1356988079714668548?s=20

GME drama a 20B ad for Bitcoin https://www.cryptovantage.com/news/the-gamestop-stock-craze-is-basically-a-20-billion-ad-for-bitcoin/

Decentralized Robinhood Already Exists https://twitter.com/zerion_io/status/1354889096502513665?s=20

------ MEME

https://twitter.com/TrustlessState/status/1357161023648657409?s=20

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

SotN #32: Does DeFi Fix This? Cameron & Tyler Winklevoss (GME, Gamestop, Robinhood, Melvin Capital) Feb 03, 2021

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⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ SotN32: Does DeFi Fix This? Cameron & Tyler Winklevoss ($GME Gamestop Short-Squeeze, Robinhood, Melvin Capital)

We bring Tyler & Cameron Winklevoss, founders of the Gemini Exchange and crypto-visionaries, to the Bankless State of the Nation. We do a deep dive into the market craze of the Gamestop ($GME) Short-Squeeze, r/Wallstreetbets, and what it means for the DeFi space.

Topics Covered: -r/WallStreetBets -Robinhood Retail vs. Institutional Elite -Media & The Establishment -Is Traditional Finance Broken? -DeFi's Big Moment -Gemini Updates

Cameron & Tyler Winklevoss had a heated appearance on CNBC last week to discuss the events of the Gamestop Short-Squeeze in the context of populism, the inequity of the current financial establishment, and cryptocurrency.

Their argument centers on the relationship between censorship and centralization –problems that don't exist in the crypto landscape. The $GME craze has been the epicenter of a growing protest against the institutional elite – this protest inherently calls for decentralization and distributed power. DeFi fixes this.

Brokerages like Robinhood having the power to limit trading based on a phone call is a war cry to adopt permissionless transacting. Cameron describes how this is an example of the people becoming disillusioned to the monopoly of modern money. The media establishment has vastly underestimated and vilified these "internet amateurs."

The Winklevi discuss how a money-making opportunity turned into a movement demanding institutional change, flaming the fires of broken trust after events like the '08 collapse. Public forums like Twitter and Reddit have become powerful tools to organize the masses, and the sentiments seen here reflect cryptocurrency's value propositions. The big question remaining is how these events and arguments can serve as a rallying point for DeFi adoption. Cameron & Tyler are optimistic about DeFi's solutions to increasingly relevant and urgent problems in our current system.

------ Relevant Links:

Tyler Winklevoss on Twitter https://twitter.com/tyler

Cameron Winklevoss on Twitter https://twitter.com/cameron

Gemini Exchange https://bankless.cc/go-gemini

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

50 - Crypto-Dollars, Regulation, and DeFi | Jeremy Allaire Feb 01, 2021

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⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave 🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini 💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith 📈 KWENTA - DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------ 50 - Crypto-Dollars, Regulation, and DeFi

Guest: Jeremy Allaire

Jeremy Allaire is a serial entrepreneur and the Co-founder and CEO of Circle, the firm behind USDC. He advocates for the U.S. crypto industry in Washington, paving the way for current and future regulation of cryptoassets.

USDC and other stablecoins saw a massive influx throughout 2020 into Ethereum and DeFi as demand skyrocketed, providing a glimpse of possible long-term impacts on the future of money. Jeremy argues for a full-reserve money system based on Austrian Economics, moving away from the money creation inherent to today's fractional-reserve systems.

Jeremy details the synergy between fiat stablecoins and non-sovereign, store-of-value, commodity assets. He envisions a future of synthetic digital currencies balanced by a basket of non-sovereign assets. This is a vital time for instituting effective regulatory measures for cryptoassets and protocols, and as a front-line advocate, Jeremy stresses the importance of the crypto industry itself taking the initiative to front-run regulatory issues via creative innovation.

Jeremy self-describes as "cautiously optimistic" about establishing meaningful dialogue with regulators like Gary Gensler, Janet Yellen, and FinCen, focusing on specific issues like criminal abuse, self-sovereign identity, and consumer protection.

Jeremy concludes with broad market predictions and analysis of DeFi as a massively underrated space, with the long-term goal of DeFi interacting broadly with real-world identities.

This was an extremely interesting conversation that shed some much-needed light on stablecoins in a regulatory context, and Jeremy remains a key component throughout this development.

------ Resources: Jeremy Allaire on Twitter https://twitter.com/jerallaire Circle https://www.circle.com/ USDC https://www.circle.com/en/usdc Centre Consortium https://www.centre.io/

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

ROLLUP: 4th Week of January ($GME, Robinhood RANT, WHY WE DEFI) Jan 29, 2021

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⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------

MARKET

BTC $32,500, hanging in the low 30,000’s

ETH $1480 (New High) High-Highs, Lower Lows

TVL in DeFi: 26.5B $DPI: $290 DPI/ETH 1-Day Chart! https://www.tradingview.com/symbols/DPIWETH/?exchange=UNISWAP

Corrections - Avg correction in bull market is 35% - Every quarter has a correction - Expect them

_______ RELEASES

ETH 2.0 available on Bitfinex https://twitter.com/bitfinex/status/1352293087045947394?s=20

L2 is Coming https://twitter.com/StaniKulechov/status/1351952652612067328?s=20

Coinbase offers secondary shares https://www.theblockcrypto.com/linked/92251/coinbase-offer-secondary-market-private-shares-nasdaq

Kyber v3 launched a bunch of thing...focused on LPs https://blog.kyber.network/kyber-3-0-architecture-revamp-dynamic-mm-and-knc-migration-proposal-acae41046513?gi=769375436a6f

Alpha Homora v2 https://newsletter.banklesshq.com/p/how-to-boost-your-yield-farming-reward

Vitalik’s Holy Grail for Rollups https://twitter.com/StarkWareLtd/status/1354061268731179010?s=20

Comparing Layer 2 Solutions https://indexed.wtf/

Uniswap WBTC-ETH and USDC-ETH LP Token Vaults are Live https://twitter.com/nomos_paradox/status/1354280885936250881?s=21 https://vote.makerdao.com/executive/collateral-onboarding-debt-ceiling-adjustments-other-changes?network=mainnet#proposal-detail https://daistats.com/#/

_______ NEWS Track Placeholder Ventures on Chain https://messari.io/screener/placeholder-ventures-portfolio-AD10BC17

Public Company buys BTC (Marathon Patent Group) https://www.theblockcrypto.com/post/92378/nasdaq-marathon-patent-group-buys-bitcoin-btc-treasury-reserves

MicroStrategy bought even more BTC https://www.microstrategy.com/content/dam/website-assets/collateral/financial-documents/financial-document-archive/Form-8-K_jan-22-2021.pdf

Yellen on Cryptocurrencies https://www.theblockcrypto.com/linked/92028/yellen-treasury-senate-cryptocurrencies?utm_source=cryptopanic&utm_medium=rss

Miami Mayor is hot for BTC https://twitter.com/FrancisSuarez/status/1354488469091975168

ConsenSys partners with BSN (China) https://www.coindesk.com/ethereum-based-consensys-quorum-partners-with-chinas-bsn-blockchain

Dot’s popularity in China https://decrypt.co/55163/polkadot-china-hottest-crypto

DyDx raises $10mm Series B Funding https://t.co/uZ2wFoyv3e

Genesis did $20B in Lending in 2020 https://info.genesistrading.com/hubfs/Genesis%20-%20Quarterly%20Reports/Genesis%20Q4%20Report.pdf

DyDx did $18B in Lending in 2020 https://drive.google.com/file/d/1j2IIXIfGOnfiwfVDlK8RORa6jbsBjp52/view

Mark Cuban & Soulja Boy minting NFT’s Cuban: https://twitter.com/mcuban/status/1354497954732761088?s=20 Soulja Boy: https://twitter.com/souljaboy/status/1354486572037492736?s=19

_______ TAKES

Ethereum not blockchain https://twitter.com/JayeHarrill/status/1352027529331134464?s=20

PoS vs PoW on energy https://twitter.com/pythianism/status/1353782557884641281?s=20

Institutions adopt “ETH is Money” https://www.coindesk.com/institutional-investors-ether-rally

DeFi paying users instead of advertisers (airdrops were sick) https://twitter.com/erikvoorhees/status/1353939463202893824?s=21

Banks charging negative interest https://twitter.com/q9fmz/status/1354048620253868032?s=21

_______ WSB / GAMESTOP https://markets.businessinsider.com/news/stocks/gamestop-stock-short-seller-squeeze-losses-reddit-traders-citron-gme-2021-1-1030000080 https://www.theblockcrypto.com/linked/92959/rep-tlaib-congress-robinhood-gamestop

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

AMA with Yaniv Tal, Project Lead at Graph Protocol Jan 28, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- 💪BECOME A BANKLESS PREMIUM MEMBER: http://bankless.cc/membership ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA - MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ AMA with Yaniv Tal, Project Lead at Graph Protocol

The Graph (https://thegraph.com/) is an Indexing protocol that organizes data from blockchains, making decentralized data interoperable and easily accessible.

Yaniv on Twitter: https://twitter.com/yanivgraph?s=20

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

SotN#31: The Rise of SushiSwap, with 0xMaki (Sushi vs Uniswap, Differentiation, Future of Sushi) Jan 27, 2021

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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ SotN31: The Rise of SushiSwap, with 0x Maki (Sushi vs Uniswap, Differentiation, Future of Sushi)

We bring 0xMaki, a core contributor to the SushiSwap DEX, to the Bankless State of the Nation, to get into the story behind Sushi's rise out of the depths of the 3 month DeFi bear market!

Topics Covered: - The Sushi Story Thus Far - SushiSwap Differentiation - Integrations and Partnerships - The Future of SushiSwap - The Future of DeFi

We begin with a history of the SushiSwap project and its migration from Uniswap. Maki takes us through the structures of the Sushi Ecosystem and discusses the role of Chef Nomi on the trajectory of the exchange in its turbulent beginnings.

Maki argues for a flexible, bottom-up, and community-based approach, with an emphasis on integration with other protocols like Yearn Finance, Polkadot, and Cream. We discuss Sushi’s remarkable comeback from its early struggles in 2020, and how its current volume of over $100mm daily is a result of the efforts of its diehard community.

Maki differentiates the SushiSwap Protocol from that of its sibling Uniswap, as well as the asset $SUSHI from the asset $UNI. Maki contends that Sushi’s fast-moving UI development and integration with external partners set SushiSwap apart from other DEXes.

Maki is optimistic about the adoption of Layer 2 Scaling Solutions throughout DeFi in 2021 and lays out some of SushiSwap’s ambitious plans for the future, including optimizing gas fees and user experience.

Lastly, Maki discusses the future of DeFi, arguing for compatibility and coexistence among decentralized protocols.

------ Relevant Links:

BentoBox https://boringcrypto.medium.com/bentobox-to-launch-and-beyond-d2d5dc2350bd

SushiSwap Exchange https://sushiswap.fi/

SushiSwap’s Roadmap for 2021 https://sushiswapchef.medium.com/2021-3e1f45cf86a2

SushiSwap Forum https://forum.sushiswapclassic.org/

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

49 - Moon Math: The Bull Case for Cryptography | Justin Drake Jan 25, 2021

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📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 49 - Moon Math: The Bull Case for Cryptography

Guest: Justin Drake

Justin Drake is a researcher at the Ethereum Foundation and is leading the charge of the application of cryptography to Ethereum.

Justin speaks about how far with come in the cryptocurrency industry, with only two extremely primitive tools: cryptographic hashes and signatures; the fire and wheel of applied cryptography.

Justin leads us through a cryptographic-enabled world, where more recent breakthroughs in applied cryptography supplement hashes and signatures. Multi-party computation, fully-homomorphic encryption, SNARKs, verifiable-delay functions, these are all cryptographic tools that are yet-to-be harnessed by the Ethereum blockchain.

Importantly, all of these new modern cryptographic tools are developed well beyond theoretical concepts; all that is left is for talented developers to put rubber to pavement.

Justin walks the listeners through the user story of a user making a transaction on Uniswap, and discusses how cryptographic tricks can make the entire user process more secure and more trustless.

We finish with a discussion about the long term fate of the Bitcoin blockchain, and its collision course with quanton computing, which threatens to break some of the crucial features that makes Bitcoin, Bitcoin. Justin provides a roadmap for the decoupling of BTC the asset from Bitcoin the blockchain, using a cryptographic two-way bridge between Bitcoin and an alternative new host blockchain, presumably Ethereum, and how BTC can upload itself to a new blockchain, and be rid of the baggage and liability of the Bitcoin blockchain 🤯

This is truly one of the most unique pieces of content we’ve produced on the Bankless program, and Justin deserves so much credit for leading this operation!

Resources:

Justin’s Uniswap Cryptographic Mechanism Solution spreadsheet and their theoretical application to any Ethereum app. https://docs.google.com/spreadsheets/d/1dyhNWMB6rVdmV3Xz-LlZlTt0f4tXfIW0YaoZVvenORs/edit?usp=sharing

Below are the two papers Justin mentioned on long-term Bitcoin (in)security:

"On the Instability of Bitcoin Without the Block Reward" by Princeton researchers. https://www.cs.princeton.edu/~arvindn/publications/mining_CCS.pdf

There are two informal explainers: https://freedom-to-tinker.com/2016/10/21/bitcoin-is-unstable-without-the-block-reward/ https://medium.com/@bergealex4/bitcoin-is-unstable-without-the-block-size-size-limit-70db07070a54

"On the insecurity of quantum Bitcoin mining" https://arxiv.org/pdf/1804.08118.pdf

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: 3rd Week of January Jan 22, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❤️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini

💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------

MARKET

BTC Price
- $31,500
ETH Price
- $1440
- https://twitter.com/defipulse/status/1351520589039738880
$DPI
- Peaked at $240
- Now at $195
- NEW ATH!!
TVL in DeFi
- Peaked at $25B locked!
BTC secret to success = HODL for at least 3.5 years
- https://blockworks.co/pantera-follow-up-this-rally-looks-different-than-2017/

Just HODL
- Just self custody.
- https://thedefiant.io/btc-eth-massively-outperform-crypto-hedge-funds-in-2020/
- 2 and 20% fees for holding BTC up 425% and ETH up 360%

ETH Fundamentals thread from spencer
- https://twitter.com/spencernoon/status/1351559233699983366?s=20

Fundstrat says 10k ETH
- https://www.bloomberg.com/news/articles/2021-01-20/fundstrat-sees-digital-coin-ether-surging-sevenfold-to-10-500

RELEASES

mStable mUSD Save v2
- https://medium.com/mstable/mstable-launches-new-composable-version-of-musd-save-982a814e17d0
- High-yield savings
Saddle Finance
- https://www.coindesk.com/saddle-raises-4-3m-for-slippage-free-defi-trading
- Curve clone?
Loopring on Google Play
- https://twitter.com/loopringorg/status/1351971724842184704?s=21
State of ETH 2, Danny Ryan
- https://twitter.com/dannyryan/status/1351930308770185217
Optimism soft launch!
- https://medium.com/ethereum-optimism/mainnet-soft-launch-7cacc0143cd5
Coinbase compartmentalizing infrastructure to help reduce outages
- https://www.coindesk.com/coinbase-redoing-infrastructure-to-prevent-outages-during-peak-times

Yearn proposes 22% YFI mint
- https://www.coindesk.com/lets-not-be-bitcoin-yearn-considers-minting-200m-in-new-yfi-tokens

https://gov.yearn.finance/t/proposal-funding-yearns-future/9319

Bankless Reply to Lyn Alden
- https://newsletter.banklesshq.com/p/open-reply-to-lyn-alden-and-ethereum

NEWS

Goldman Sachs entering crypto with a custody play
- - https://www.coindesk.com/goldman-sachs-to-enter-crypto-market-soon-with-custody-play-source
Blackrock positioning to buy BTC via futures?
- https://www.theblockcrypto.com/linked/91867/blackrock-sec-filings-bitcoin-futures

- Massive news. BlackRock—the multi-trillion dollar asset manager—opens door to possible bitcoin futures allocation for certain funds it manages, according to recent filing.

Money Printer go BRRR
- https://www.cnbc.com/2021/01/18/yellen-says-us-must-act-big-on-next-coronavirus-relief-package.html
- MMT is officially in
- https://www.coindesk.com/janet-yellen-says-cryptocurrencies-are-a-concern-in-terrorist-financing
- Also Yellen Crypto is for terrorist financing

Mike Dudas response to Yellen
- https://twitter.com/mdudas/status/1351596351897874432?s=20

Coinbase acquires Bison Trails
- https://blog.coinbase.com/coinbase-to-acquire-leading-blockchain-infrastructure-platform-bison-trails-f879654421d6

Soulja Boy looking into NFTs
- https://twitter.com/souljaboy/status/1351690439905013760?s=20

PAX Gold - first Gold token over $100M MC
- https://www.paxos.com/pax-gold-the-first-gold-token-with-more-than-100-million-in-market-cap/

Pornhub payments via some random crypto tokens and USDC
- https://www.theblockcrypto.com/linked/91817/pornhub-adds-xrp-bnb-usdc-doge-crypto-payment-options

TAKES

Ethereum is a bet that the future is going to be different
- https://twitter.com/trustlessstate/status/1351726365620355076?s=21

DeFi developers are now called Money Mechanics
- https://twitter.com/ETHGlobal/status/1349053987874615303?s=20

Valuing ETH is impossible
- https://twitter.com/spencernoon/status/1351635677847445505?s=20

Year in Ethereum 2020 from Josh Stark and Evan Van Ness
- https://twitter.com/0xstark/status/1351922041599873026?s=20

Uniswap is doing 2% of NYSE as the new normal
- https://twitter.com/haydenzadams/status/1351646322173091840?s=20

Have we earned it?
- https://twitter.com/n2ckchong/status/1350328538646212608?s=20

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

SotN30: DeFi Season with Anthony Sassano (Top 10 DeFi Tokens on Ethereum, $DPI Index) Jan 20, 2021

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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ SotN30: DeFi Season, with Anthony Sassano (Top 10 DeFi Tokens on Ethereum, $DPI Index)

Ladies and Gentlemen, we're calling it.

It's DeFi Season. We have an era of DeFi token speculation ahead of us, so it's time to get prepared, and sharpen our mental models for how to evaulate and asses tokens on Ethereum.

We bring on Anthony Sassano from the Set Protocol team, to go through the 10 DeFI assets inside the DPI index. Anthony gives his bullish or bearish takes on the DeFi tokens mentioned, as well as shares his mental models for how he judges various assets on Ethereum.

Highly revelent to this conversation is the most recent Market Monday piece out of the Bankless newsletter:

https://newsletter.banklesshq.com/p/defi-market-monday-118

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

48 - Death of Dollar Dominance | Lyn Alden Jan 18, 2021

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----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave

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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📱 DHARMA | MOBILE ONRAMP DIRECTLY INTO DEFI https://bankless.cc/dharma

------ 48 - Death of Dollar Dominance | Lyn Alden

Lyn Alden of Lyn Alden Investment Strategy has quickly risen to fame in the Bitcoin universe for her sharp analysis on long-term macro trends and brings plenty of data to back up her analysis.

She’s one of our favorite macro and economics minds. Global macro events have such a strong interplay with crypto. In order to understand crypto, we need to understand the big picture

We ask Lyn about the changes forces around the US Dollar, as demand and supply of the Dollar is less understood and less stable than ever before.

We also ask Lyn about the relationship between the position of the U.S. Dollar as the world reserve currency, and the social unrest found inside the U.S. borders. It turns out, that the U.S. Dollar as the world reserve currency is not the best situation for those that reside inside the country!

We bring up Ray Dalio's Long Term Debt Cycles mental model, and ask Lyn to connect it to the Fourth Turning Theory, in an attempt to discover some of the hidden forces behind the social unrest found in America.

Fourth Turning Theory: https://en.wikipedia.org/wiki/Strauss%E2%80%93Howe_generational_theory

Highly recommended Lyn Alden piece on the Future of the Dollar https://www.lynalden.com/fraying-petrodollar-system/

Sign up for Lyn’s monthly macro newsletter https://www.lynalden.com/january-2021-newsletter/

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: 2nd Week of January Jan 15, 2021

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❤️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

⭐️ AAVE - BORROW OR LEND YOUR ASSETS https://bankless.cc/aave 🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP https://bankless.cc/go-gemini 💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith 📈 KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta -----

BTC Price

In the last 7 days: - Touched $42,000 - Fell down to $31,000 - Regained $40,000. - Currently at $39,500

ETH Price - Touched $1,350 - Fell to $900 - Currently above $1,200 TVL in DeFi - From $22.8 to $23.3B

$DPI - From $185 to $208

$MKR particularly interesting price action

Retail entering; judging by exchange twitter followers https://twitter.com/lawmaster/status/1348220777498353665?s=20

Market Dumps because of overleverage: https://twitter.com/kaiynne/status/1348486588045668353?s=20

Numbers are bigger now Price swings, volume https://twitter.com/MessariCrypto/status/1348769821220069382?s=20

Coinbase volume https://twitter.com/lawmaster/status/1348895884315156481?s=20

Reminder: ETH futures on the horizon https://www.cmegroup.com/media-room/press-releases/2020/12/16/cme_group_to_launchetherfuturesonfebruary82021.html

RELEASES

Tether on a ZK Rollup https://www.theblockcrypto.com/post/90738/tether-usdt-hermez-ethereum-layer-2-scaling-solution-zk-rollups

Nexus mutual offering insurance on exchanges https://www.coindesk.com/nexus-mutual-decentralized-insurance-cover-coinbase-binance-kraken-gemini

Bitcoin hashrate tokenized on Ethereum https://www.theblockcrypto.com/post/90847/poolin-bitcoin-hashrate-token-pow-defi

Connecting all the rollups with Vector? https://medium.com/connext/vector-0-1-0-mainnet-release-9496ae52c422

Cloudflare and IPFS - Your ethereum address is now accessible by any browser without an extension https://blog.cloudflare.com/cloudflare-distributed-web-resolver/

ETH staking inside Argent https://www.argent.xyz/blog/liquid-eth-staking-in-argent/

Synthetix announces Optimistic Rollup transition plan https://blog.synthetix.io/the-optimistic-ethereum-transition/ Coinbase Asset Hub https://blog.coinbase.com/introducing-coinbase-asset-hub-our-open-invitation-to-asset-issuers-f9d5f0be609d

NEWS

Gemini going public?? https://www.theblockcrypto.com/linked/91251/winklevoss-twins-weighing-taking-gemini-public Gemini BTC credit card https://techcrunch.com/2021/01/14/gemini-is-launching-a-credit-card-with-bitcoin-rewards/ Gary Gensler is new SEC chair. https://www.reuters.com/article/us-usa-biden-sec-exclusive/exclusive-biden-to-name-gary-gensler-as-u-s-sec-chair-sources-say-idUSKBN29H2PQ We did it. https://twitter.com/valkenburgh/status/1349717095425183747?s=20 Anchorage Becomes First OCC-Approved National Crypto Bank - CoinDesk https://www.coindesk.com/anchorage-becomes-first-occ-approved-national-crypto-bank Morgan Stanly owns 10% of Microstrategy https://www.coindesk.com/morgan-stanley-boosts-stake-in-bitcoin-laden-microstrategy-to-10-9 70,470 BTC, 10.9% is MS’s, 7681 BTC claimed to morgan stanly Pakistan using funds to mine BTC https://decrypt.co/53918/pakistan-is-now-using-government-funds-to-mine-bitcoin

2.5% of ETH supply in Gnosis safe https://twitter.com/gnosisSafe/status/1349685149408112646?s=20

TAKESSushi on the rise https://twitter.com/ashwath_22/status/1349090698788626432?s=20 Erik Voorhees on protocol competition https://twitter.com/ErikVoorhees/status/1349548038822502400?s=20

Brian Brooks “Get Ready for Self-Driving Banks” https://www.ft.com/content/c1caca5b-01f7-41be-85a4-3ecb883f2417

Bitcoin is less risky as NGU https://www.coindesk.com/bitcoin-bill-miller-cnbc-volatility-risk

Ryan on ICOs - were ICOs net good or net bad? https://twitter.com/RyanSAdams/status/1347599685356314626?s=20Starting pistol for Web3 decentralization https://twitter.com/FEhrsam/status/1348316470258794496?s=20 Mark Cuban on internet tech stocks https://twitter.com/RyanSAdams/status/1348698853072130057?s=20 Bitcoin in race for adoption ahead of CBDCs https://www.coindesk.com/bitcoin-race-for-adoption-central-bank-digital-currencies -----

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

AMA with Evgeny Yurtaev, Co-Founder of Zerion Jan 14, 2021

AMA with Evgeny Yurtaev, Co-Founder of Zerion

🚀 SUBSCRIBE TO NEWSLETTER: http://bankless.substack.com/ ✊ STARTING GUIDE BANKLESS: https://bit.ly/37Q17uI ❤️ JOIN PRIVATE DISCORD: https://bit.ly/2UVI10O 🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 👕 BUY BANKLESS TEE: https://merch.banklesshq.com/ ----- GO BANKLESS WITH THESE SPONSOR TOOLS:

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------ AMA with Evgeny Yurtaev, Co-Founder of Zerion

Zerion (https://app.zerion.io/) is a central portal to the DeFi universe. The goal of Zerion is to build an easy and accessible interface to engaging and interacting with all the various money legos in the DeFi ecosystem.

While your Ethereum address is your bank account, Zerion can be your banking interface and middleware layer!

You can download the mobile iOS and Google app on your phone, for mobile browsing, and use Zerion to manage your DeFi portfolio there, as well as desktop.

Enjoy this AMA with CEO, Evgeny Yurtaev

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Follow David on Twitter https://twitter.com/TrustlessState

----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

SotN#29: Erik Voorhees & ShapeShift (SotN29: Erik Voorhees & ShapeShift (DEX Aggregator, Regulation, Deplatforming, and the Bull Market) Jan 13, 2021

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------ State of the Nation #29 Erik Voorhees & ShapeShift (DEX Aggregator, Regulation, Deplatforming, and the Bull Market)

Erik Voorhees is the CEO of ShapeShift, a company offering exchange and trading infrastructure, but doesn't act like a typical exchange!

ShapeShift ( https://shapeshift.com/) used to be a place where one could atomically trade asset-for-asset. You would set up a trade between two different assets like BTC and ETH. ShapeShift would give you a BTC address to receive BTC, and you would give ShapeShift an Ethereum address for them to return ETH to you. ShapeShift never required you to 'deposit' your money, and never held onto users' funds!

It was a very popular product during the 2017 Bull Market, yet the company decided to implement KYC requirements, in a move to protect the company from legal liability.

It looks like ShapeShift has found a way to remove those KYC requirements without legal risk, and that is by becoming a DEX aggregator!

We discuss this pivot with Erik, as well as a few other topics as well: - Crypto regulations in 2021 - "deplatforming" - The new crypto bull cycle.

Tune in to this week's State of the Nation! ------ Don't stop at the video!

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

47 - The Fourth Crypto Cycle | Chris Dixon, a16z Jan 11, 2021

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------ The Fourth Crypto Cycle | Chris Dixon, a16z Crypto Fund

Chris Dixon is a general partner at a16z, a famous private American venture capital firm that has specialized in technologies related to the growth of the internet and computation.

Chris transcends the pre-internet, post-internet, pre-crypto-and post-crypto worlds of investing and venture capital, so his perspective is rich, deep, and consistent with the themes that transcend these revolutions.

Coming from a16z, Chris approaches this industry from a technological perspective, rather than a monetary one, and seems to be steering the a16z Crypto Fund ship in the direction that typical silicon valley venture capital investors focus on: how can blockchain technology meaningfully impact the 4 billion users of the internet.

This conversation with Chris was fast-paced and vibrant! Tune in to hear one of Tech's most experienced investors!

_________

📺 BONUS FOR PAID SUBSCRIBERS!

Episode 47 Debrief: David and Ryan discuss their post-episode thoughts https://shows.banklesshq.com/p/debrief-chris-dixon-episode

If you want to hear David and Ryan discuss their post-episode thoughts, subscribe to the paid version of Bankless newsletter. This is where David and Ryan post BONUS content that goes alongside the free side of the Bankless program. _________

Resources mentioned in the podcast:

The Crypto Price-Innovation Cycle https://a16z.com/2020/05/15/the-crypto-price-innovation-cycle/

Crypto Fund II https://a16z.com/2020/04/30/crypto-fund-ii/

Doing Old Things Better Vs. Doing Brand New Things https://a16z.com/2020/10/18/doing-old-things-better-vs-doing-brand-new-things/

What is Blockchain: Computers That Can Make Commitments https://a16z.com/2020/01/27/computers-that-make-commitments/

Crypto startup school - fantastic educational content (particularly for builders) https://a16z.com/2020/12/28/crypto-users-guide/

------ Don't stop at the video!

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----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: First Week of January Jan 08, 2021

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-----

GO BANKLESS WITH THESE SPONSOR TOOLS:

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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS https://bankless.cc/monolith

📈 KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------

MARKET

BTC- It’s over $40k!- BTC closes 2020 as the best performing asset of the decadehttps://www.newsbtc.com/analysis/btc/bitcoin-closes-2020-as-best-performing-asset-of-the-last-decade/

JP Morgan analyst BTC price target of $146,000https://insidebitcoins.com/news/jpmorgan-sets-long-term-target-for-btc-price-at-146000

ETH- ETH breaks market cap high https://twitter.com/krugman25/status/1347218807849443328?s=20

ETH debt ceiling in MakerDAO increasedhttps://twitter.com/RuneKek/status/1347091831033655301?s=20

TVL in DeFi- Up from $14.4B to $22.8B

DPI $117 to $185

Total Market Cap over $1T USD https://www.coingecko.com/en/global_charts

2020 Asset Class returnshttps://twitter.com/CryptoEcon_Li/status/1345508640598405122?s=20

Ethereum King of Fees (40% or revenue)https://twitter.com/sassal0x/status/1346328797755314176?s=20

Security through Number Go Uphttps://twitter.com/lastmjs/status/1346717467196833795?s=21

_______

RELEASES

Shapeshift pivots to a Dex Aggregatorhttps://www.coindesk.com/shapeshift-going-full-defi-lose-kyc-rules

Bitcoin ETF proposalhttps://www.coindesk.com/vaneck-proposes-bitcoin-etf-again

RELEASES

Futureswap V2 is OUThttps://medium.com/futureswap/announcing-futureswap-v2-on-chain-perpetuals-with-live-pricing-e6a440939033

YAM Umbrella protocolhttps://medium.com/yam-finance/umbrella-internal-alpha-75f62c58974f

Transaction Builderhttps://twitter.com/allemanfredi/status/1346855097742057477?s=21

USDC getting an upgradehttps://blog.coinbase.com/usdc-v2-upgrading-a-multi-billion-dollar-erc-20-token-b57cd9437096

_______

NEWS

OCC - Banks can use Ethereum for payments- https://www.theblockcrypto.com/linked/90025/occ-regulator-banks-stablecoins-issuance -https://twitter.com/RyanSAdams/status/1346452770690387969?s=20 - https://www.forbes.com/sites/haileylennon/2021/01/04/occ-regulator-implements-groundbreaking-cryptocurrency-guidance-for-banks-and-the-future-of-payments/?sh=747151ae27e9

Grayscale $20B AUM before 2021https://twitter.com/BarrySilbert/status/1344762048585068544?s=19

Biden Admin will halt all midnight regulations from the Trump admin that haven’t finalized yethttps://www.cnn.com/2020/12/30/politics/biden-midnight-regulations-freeze/index.html

Bittrex delisting privacy coinshttps://www.coindesk.com/bittrex-to-delist-privacy-coins-monero-dash-and-zcash

Jake tweet: https://twitter.com/jchervinsky/status/1345061984077717504?s=27

Uniswap: $3B in liquidityhttps://twitter.com/haydenzadams/status/1346877563428347905?s=20

Uniswap Year in Reviewhttps://uniswap.org/blog/year-in-review/?s=09

Tweet thread: https://twitter.com/UniswapProtocol/status/1344687417891151874

Iran closes down mining operationshttps://www.coindesk.com/iranian-authorities-close-1620-illegal-cryptocurrency-mining-farms-report

Loopring l2 Growthhttps://twitter.com/finestonematt/status/1346936873776631811?s=20

_______

TAKES

No viable 2nd place to Ethereumhttps://twitter.com/antiprosynth/status/1347141517148905474?s=20

ETH same place as BTC in 2017https://twitter.com/RaoulGMI/status/1347033584234876931?s=20

ETH MC only worth one bank right nowhttps://twitter.com/iamDCinvestor/status/1347187372337868800?s=20

Fundamentals out, reflexivity in. https://twitter.com/BanklessHQ/status/1346239577745281024?s=20

Why are you concerned w/ Product Fit? ETH Killers solving something that's not a problemhttps://twitter.com/RyanSAdams/status/1346187749976657922?s=20

------

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Subscribe to the Bankless newsletter programhttp://bankless.substack.com/

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-----

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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

SotN#28: Uncollateralized Stablecoins w/ Dan Elitzer (ESD, BasisCash, backed by Faith & Yield!) Jan 06, 2021

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📈 KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITYhttps://bankless.cc/kwenta------

State of the Nation #28

Algorithmic Stablecoins, with Dan Elitzer

Dan Elitzer recently co-founded Nascent (nascent.xyz), a venture capital company that is deep into the weeds in some of the most experimental projects in the Ethereum ecosystem.

In the 2nd half of 2020, some of the coolest experimental projects have been Algorithmic, Uncollateralized Stablecoins.

These are stablecoins without dollars in a bank, or without crypto in a vault. They are completely backed by financial incentives.... and faith in those incentives.

In this episode of State of the Nation, we begin by defining the 'Stablecoin Trilemma' (https://imgur.com/a/Uj0HBL3), and discuss some of the history of stablecoins.

Then we turn to the current design philosophy behind algorithmic stablecoins, how they work, what makes them stable, and who gets the upside?

We largely discuss Empty Set Dollar (ESD, https://www.emptyset.finance/), but also discuss Basis Cash, and Ampleforth.

Tune in, to hear about this exciting emerging corner of the DeFi ecosystem!

------

Don't stop at the video!

Subscribe to the Bankless newsletter programhttp://bankless.substack.com/

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-----

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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

46 - Vitalik Buterin on Why Proof of Stake? Jan 04, 2021

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📈 KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY https://bankless.cc/kwenta

------Vitalik Buterin on Why Proof of Stake?

Vitalik Buterin comes to the Bankless YouTube to discuss a number of topics surrounding Proof of Stake!

We begin discussing the Beacon Chain launch, and the Ethereum's road so far up to this point.

We also discuss the theory and thought-process behind Proof of Stake! Vitalik recently wrote a blog piece 'Why Proof of Stake', and we walk through this piece with him!

Why Proof of Stake: https://vitalik.ca/general/2020/11/06/pos2020.html

Lastly, we discuss one of Vitalik's blog pieces 'Concave and Convex Dispositions, and how these different personality types characterize Bitcoin and Ethereum, as well as the design of social groups and human governance organizations.

Convex and Concave Dispositionshttps://vitalik.ca/general/2020/11/08/concave.html

Other pieces mentioned: Trust Modelshttps://vitalik.ca/general/2020/08/20/trust.html ------Don't stop at the video!

Subscribe to the Bankless newsletter programhttp://bankless.substack.com/

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Follow Bankless on Twitterhttps://twitter.com/BanklessHQ

Follow Ryan on Twitterhttps://twitter.com/ryansadams

Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: 5th Week of December Dec 31, 2020

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-----

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💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDShttps://bankless.cc/monolith 🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn

------

ROLLUP: 5th Week of December

MARKET

BTC Price- Almost 29k!

ETH Price- Just hit 750!- 50% away from ATH price

Blow off tops coming??We are very far away from the 20 week MA!

TVL in DeFi- Up from 14B to 14.4B

DPI - Up from $108 to $117

2.2M ETH in ETH 2, $1.65B

Futures value Coinbase at $50Bhttps://ftx.com/trade/CBSE/USD

____

RELEASES

1INCH token releasedhttps://1inch-exchange.medium.com/1inch-token-is-released-e69ad69cf3ee

Haseeb’s take on Stablecoins

https://medium.com/dragonfly-research/fighting-to-be-stable-the-evolution-of-stablecoins-aca81fb432f9

DeFi events of the year graphic

https://www.theblockcrypto.com/linked/89271/here-are-some-of-the-biggest-defi-events-in-2020

Opyn V2https://medium.com/opyn/opyn-v2-is-live-11347240b46e

YAM rebasing DISABLED

https://twitter.com/YamFinance/status/1343966274095902720

YAM released Degenerative Finance on UMA

https://medium.com/yam-finance/degenerative-finance-ugas-explained-458bedbc2f17

- YAM acting as a good DAO!

Primitive is Live on Mainnethttps://primitivefinance.medium.com/primitive-is-live-on-mainnet-2261c5b098c5

____

NEWS

New SEC Chairman appointed: Elad Roisman https://u.today/breaking-new-pro-crypto-sec-chairman-appointed “Known as one of the most crypto-friendly SEC commissioners. A vocal supporter!

The fact that Roisman is at the helm of the SEC also significantly boosts the chances of a Bitcoin-tied exchange-traded fund (ETF) being approved in the coming years.

Mnuchin wants onchain KYC for all ETH wallets that have stablecoins in themhttps://twitter.com/jchervinsky/status/1341864829171228676?s=20

Comment window period open on the FinCEN proposal to extend KYC to non-custodial walletshttps://twitter.com/jchervinsky/status/1341847200209530883?s=20

Etoro IPO rumorshttps://cointelegraph.com/news/crypto-friendly-trading-firm-etoro-rumored-to-be-prepping-for-2021-ipo

Coinbase Delists XRPhttps://twitter.com/coinbase/status/1343685626001039360?s=20

Also Binance UShttps://twitter.com/binanceus/status/1344372892205608961?s=21

Also Bittrexhttps://twitter.com/BittrexExchange/status/1344056304617177089

Also trading deskshttps://www.theblockcrypto.com/linked/89083/jump-trading-galaxy-xrp-market-making

____

Cover Protocol Exploit

https://coverprotocol.medium.com/12-28-post-mortem-34c5f9f718d4

https://twitter.com/CoverProtocol/status/1343581331448586245

https://etherscan.io/tx/0xc2fd5094c1e108f83222a86bd46b35fc0da35616385d681964b22003643f982e ____

TAKES

Uniswap means you can't be delisted (sorry XRP)https://twitter.com/RyanSAdams/status/1343740028766347265?s=20

DChttps://twitter.com/iamDCinvestor/status/1344138701757153281?s=20

Can’t delist on Uniswaphttps://twitter.com/RyanSAdams/status/1343740028766347265?s=20

Ethereum is the TAMhttps://twitter.com/panekkkk/status/1343269535919562753?s=20

Ethereum doesn’t marginalizehttps://twitter.com/evabeylin/status/1341793825962958848?s=20

Degens are funding Open Sourcehttps://www.coindesk.com/defi-degens-funding-next-wave-open-source

Ethereum is the last bastion for Yieldhttps://twitter.com/TrustlessState/status/1344378165414617088?s=20 ------Don't stop at the video!

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-----

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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

45 - Taking Ethereum Public | Ether Capital's CEO Brian Mosoff & CFO Stefan Coolican Dec 28, 2020

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------

45 - Taking Ethereum Public | Ether Capital's CEO Brian Mosoff & CFO Stefan Coolican

Ether Capital is a publically traded company out of Canada, and Ether Capital's job is to get ETH on the balance sheet.

The company is centered around ETH the asset and Ethereum the ecosystem, and offers a bridge for investors to be able to access exposure to the Ethereum ecosystem via public markets.

We dive into the background and context of the company, as well as how the company structure gives them a competitive advantage.

Ether Capital is the first public company to stake ETH, and has big plans for the world of ETH staking.

These guys are on the frontlines of getting investor awareness about the opportunity that ETH and Ethereum offers, and has been sharpening their ability to explain why the opportunity is so compelling.

Resources:

Ether Capital Newsletter and Ether Capital Podcast - https://www.ethcap.co/blog-media
- Their podcast is great 101-202 level content!
- Perfect to share with your financially minded, crypto-novice friends!
Ether--the birth of the digital bond, written by Stefan https://bankless.substack.com/p/ether-the-birth-of-the-digital-bond
Ether Capital Staking on ETH 2
- https://www.ethcap.co/pr20201201
Ether Capitals presentation on ETH
- https://ethcap-co.s3.amazonaws.com/Docs/2020.11.30+-+ETHC+Presentation.pdf

------

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Subscribe to the Bankless newsletter program

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-----

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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: 4th Week of December Dec 25, 2020

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Bankless Citizen Spotlight!

This guy: https://twitter.com/Acrobat_Crypto/status/1339964187007721474?s=20

MARKET What’s the Market saying?

BTC Price - Up 21% in the last 7 days - High consolidation between $23k and $24K - Bitcoin dominance doing really well: 70% MicroStrategy finished their $650M purchase of 29,646 BTC https://twitter.com/coindesk/status/1341013230534225920?s=21

ETH Price - Up just 3% in the last 7 days

TVL in DeFi From $16.5B to $14B

DPI down from $115 to $108 2+M ETH in ETH2 Staking

DeFi Pulse has a new page “Bitcoin at Work” Announcement: https://defipulse.com/blog/introducing-bitcoin-at-work/ Page: https://defipulse.com/btc

A chart not often seen, Grayscale Revenue: https://twitter.com/mhonkasalo/status/1339486866236686336?s=20

XRP getting DUMPED after SEC report Bitwise dumped $9.3M. Will Grayscale have to do something? https://twitter.com/twobitidiot/status/1341764298763350017?s=20

RELEASES

The Graph Network now live https://thegraph.com/

Tornado.Cash Governance Token has been retroactively airdropped https://tornado-cash.medium.com/tornado-cash-governance-proposal-a55c5c7d0703

Compound Chain announced CASH new stablecoin? https://twitter.com/compoundfinance/status/1339660221359124481

$3M Raised by Union to bring Credit to DeFi Announcement: https://medium.com/union-finance/union-has-raised-3m-to-bring-credit-to-ethereum-6cc1b5f40776

Perpetual Protocol Live on Mainnet https://twitter.com/perpprotocol/status/1339206204107571200 You can now trade ETH and BTC perpetual contracts with up to 12x leverage on-chain at perp.exchange

Gitcoin Round 8 Closed https://twitter.com/owocki/status/1341743360684552198?s=21

NEWS

SEC files lawsuit against Ripple for $1.3B in unregistered securities sale. https://www.wsj.com/articles/ripple-to-face-sec-suit-over-xrp-cryptocurrency-11608598800?redirect=amp#click=https://t.co/UjThCEyjar Vitalik: https://twitter.com/VitalikButerin/status/1341219519545556992?s=20

Ledger Breach https://gizmodo.com/hackers-steal-thousands-of-customer-emails-from-popular-1845928749 272K Customers Check Ledger Leak - https://www.argent.xyz/ledgerhack/#

FinCEN Proposed Rule https://www.theblockcrypto.com/linked/88511/fincen-proposes-new-kyc-for-crypto-wallets

$600 vs $2,000 Stimulus? https://www.cnbc.com/2020/12/22/trump-demands-congress-raise-second-stimulus-check-from-600-to-2000-under-new-covid-relief-bill.html

Switerzland CBDC https://www.theblockcrypto.com/daily/88885/switzerland-central-bank-digital-currency-trials

Hudson stepping down as the All Core Dev Call facilitator https://twitter.com/hudsonjameson/status/134108187901396992 Being replaced by Tim Beiko https://twitter.com/TimBeiko/status/1341086181597974530?s=2

TAKES

Hayden Adams on Uniswaps registered country address https://twitter.com/haydenzadams/status/1340143545085276160?s=21

Ryan on Boomer fiscal management. https://twitter.com/RyanSAdams/status/1341438238330925059?s=20

David on Ripple as a heist https://twitter.com/TrustlessState/status/1341501233090072576?s=20 David on Ethereum solving its own problems https://twitter.com/TrustlessState/status/1339820135008256000?s=20 ------ Don't stop at the video!

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Follow David on Twitter https://twitter.com/TrustlessState ----- 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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

Ethereum vs The STABLE Act | Rohan Grey Dec 23, 2020

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🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn------

Ethereum vs The STABLE Act | Rohan Grey

Rohan Grey is an assistant professor of Law at Willamette University, an Advisor to politicians including Rashida Tlaib, and one of the authors of the STABLE Act, which wants to impose Federal Bank Chartering upon any stablecoin issuer.

Interesting, this proposed legislation includes entities like Square's Cash App or PayPal! Anything that offers a claim on 1 Dollar is cited by this law.

Rohan and the STABLE Act appear to be an outgrowth of the rise of MMT and the power and ability of the state to solve economic problems like poverty and joblessness. Rohan wants to protect 'money', which he believes is a public institution that needs protecting!

Also interestingly, the goals of the STABLE Act and DeFi are highly similar, yet are opposing in their strategies for achieving these goals.

Tune into the conversation to learn about a diversity of perspectives regarding how to protect money!

The STABLE Act:https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact

Coin Center's comment on the STABLE Act:https://www.coincenter.org/the-unintended-consequences-of-the-stable-act/

------Don't stop at the video!

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Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

Does the FinCEN's Rule Break DeFi? | Jake Chervinsky Dec 22, 2020

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🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn------ Jake Chervinsky on the recent FinCEN Proposed Rulemaking

FinCEN has finally released a long-rumored proposed rule on how crypto-asset custodians like Coinbase, Gemini, or Cash app can compliantly enable their users to take control over their cryptocurrency funds into 'self-hosted' or 'unhosted wallets'.

This new rule would impose new obligations on virtual asset service providers (VASPs) like exchanges & custodians and increase the reporting requirements on outbound transactions to their customers' wallets.

The actual release:https://home.treasury.gov/news/press-releases/sm1216

We bring on Jake Chervinsky to help us go through some of this news and help us digest what was released!

Read Jake's tweet thread!https://twitter.com/jchervinsky/status/1340135040399904770?s=20

------Don't stop at the video!

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Visit the official Bankless website for resourcehttp://banklesshq.com/ Follow Bankless on Twitterhttps://twitter.com/BanklessHQ Follow Ryan on Twitterhttps://twitter.com/ryansadams Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

44 - The Bull Case for Ethereum | Eric Conner, Anthony Sassano, DC Investor Dec 21, 2020

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------44 - The Bull Case for Ethereum

Guests: Eric Conner, Anthony Sassano, DC Investor

These three gentlemen are close to the beating heart of the Ethereum universe. They all pay attention to undercurrents of what is transpiring in Ethereum.

What are the factors that contribute to bullishness on the Ethereum economy and ETH the asset?

We ask our guests how they characterize the relationship between Ethereum and ETH, the interaction between scaling Ethereum and EIP1559, as well as the potential for NFTs. All, of course, underpinned by DeFi applications making the magic happen.

Tune in to hear the bull case for Ethereum from good representatives from the Ethereum community------Don't stop at the video!

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Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: 3rd Week of December Dec 17, 2020

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🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn------ ROLLUP: 3RD WEEK OF DECEMBER

MARKET:

BTC Price- On the three year anniversary of the 2017 ATH, BTC breaks 20k and skyrockets to $23,800. - BTC on Ethereum: Down from 145k TO 141.5k

ETH Price- $ETH is up $100 during the last two days, highs not seen since May of 2018

TVL in DeFi- $16.4B, up from $14B- DPI up from $101 to $115,

Grayscale Insane premiumshttps://twitter.com/grayscaletrust/status/1339356060948312064?s=21

ETH now vs ETH Thenhttps://twitter.com/sassal0x/status/1339192917735292928?s=20

$1B of ETH in the deposit contracthttps://twitter.com/sassal0x/status/1339522266237784065?s=20

Ethereum addresses with ETH in them passes 50Mhttps://twitter.com/intotheblock/status/1339433477305876480?s=27

From CeFi to DeFi https://twitter.com/glassnode/status/1337410802396127233?s=20

The amount of fees on #Ethereum spent on $ETH deposits to centralized exchanges has fallen from ~25% in 2017 to less than 1% today.

$3B in USDC https://twitter.com/jerallaire/status/1338662314355138565

ETH Option Open Interest at $1B ATH https://twitter.com/skewdotcom/status/1338818750166994944?s=21

RELEASES

Ethereum futures from the CMEhttps://www.theblockcrypto.com/linked/88028/cme-group-announces-ethereum-futures

Maple Leaf Capital report on Ethereum and DeFihttps://twitter.com/MapleLeafCap/status/1339346115322376192?s=20

Swivel Finance https://swivel.finance/Interest rate derivative protocol built on Aave and Compound

Circle announced high-yield USDC business accountshttps://www.circle.com/en/features/yield

Kraken announces accepting lightning depositshhttps://blog.kraken.com/post/7225/a-need-for-speed-kraken-to-launch-bitcoin-lightning-%e2%9a%a1%ef%b8%8f-integration-in-2021/

Digital Yuan is herehttps://www.theblockcrypto.com/post/87754/china-digital-yuan-touching-pay

Sybil governance delegation platformhttps://sybil.org/#/delegates/uniswap

NEWS

Coinbase IPOhttps://blog.coinbase.com/coinbase-announces-confidential-submission-of-draft-registration-statement-b140a9dfc9f5

One River Asset Management CEO Eric Peters, $600mm in BTC and ETH have been purchased to date, with the total set to exceed $1B in early 2021https://casebitcoin.com/story/new-1b-fund-created-to-buy-btc-with-support-from-one-river-ceo

Hugh Karp of Nexus Mutual has the majority of his NXM stolen from him by a relatively unknown attack vector https://www.coindesk.com/ceo-of-defi-insurer-nexus-mutual-hacked-for-8m-in-nxm-tokens

Office of the Comptroller wants to issue ‘country coins’ to help incentive educationhttps://fortune.com/2020/12/15/crypto-country-coin-brian-brooks-comptroller-of-currency-learning-student-incentives/

Long term incentive streaming for Eth2 public goods - 3,200ETH to starthttps://jamesfickel.ghost.io/towards-long-term-incentives-on-ethereum

Pornhub: Now crypto onlyhttps://decrypt.co/51478/pornhub-now-accepting-crypto-only

Beeple NFT massive successhttps://www.beeple-crap.com/nft https://twitter.com/niftygateway/status/1338268375156482050 $3.5M in sales from NFT auction------Don't stop at the video!

Subscribe to the Bankless newsletter programhttp://bankless.substack.com/ Visit the official Bankless website for resourceshttp://banklesshq.com/

Follow Bankless on Twitterhttps://twitter.com/BanklessHQ Follow Ryan on Twitterhttps://twitter.com/ryansadams Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

SotN#27: Is ETH Money? w/ Ryan Selkis (2020 Recap & 2021 Horizon) Dec 16, 2020

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🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn

------

SotN#27: Is ETH Money? w/ Ryan Selkis (2020 Recap & 2021 Horizon)

Every year, Ryan Selkis does a round-up of the themes that powered the industry as well as some predictions of the year to come.

It covers the movers and shakers that steered the industry for the year. Among Ryan's list are people like Hayden Adams of Uniswap and Danny Ryan from the EF.

Yet, Ryan Selkis is still pessimistic on ETH as Money, and believes the tailwinds of the industry point elsewhere.

We bring on his points to the show, and go through them to discuss!

Ryan's Crypto Theses for 2021:https://messari.io/crypto-theses-for-2021

------

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Follow David on Twitterhttps://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case/merch.banklesshq.com/

-----

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http://bankless.cc/yearn

------

SotN#27: Is ETH Money? w/ Ryan Selkis (2020 Recap & 2021 Horizon)

------

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-----

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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

43 - Crypto from the Outside | Demetri Kofinas Dec 14, 2020

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GO BANKLESS WITH THESE SPONSOR TOOLS:

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------

43 - Crypto from the Outside | Demetri Kofinas

Demetri Kofinas is the host of the Hidden Forces podcast, where he gives you an edge by teaching you to think critically about the systems of power that structure our world.

Hidden Forces is about the forces of the world that impact markets, technology, culture, and our lives, which means that Demetri is astutely aware of the cryptocurrency industry and its implications.

However, he is not in the ‘crypto-religion’ as many of us are. He views crypto from the outside in.

We bring Demetri onto the pod this week to get his perspective as to what crypto looks like when viewed from outside the bubble.

We take a moment to discuss a number of 2020 themes:

Distrust in institutions
Monetary policy in the days of COVID
More government, or less government?

...and of course, how significant is the role of Crypto with regards to these things. Is it a revolution? Or destined to be domesticated by the powers of the world?

Demetri is both knowledgeable AND skeptical, which is a dangerous combination to anyone who believes in the revolution.

Tune in!

------

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-----

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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case

ROLLUP: 2nd Week of December Dec 11, 2020

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-----

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🤖YEARN - YIELD-SEEKING MONEY ROBOT THAT FARMS DEFI FOR YOU http://bankless.cc/yearn

------

ROLLUP: 2nd Week of December

MARKET

BTC Price- 18,297.90

BTC on Ethereum- Down from to 147K to 145K- BTC above 18k for 9 days in a row. - In 2017, BTC wasn’t above 18k for like 9 hours

ETH Price- $560

TVL in DeFi- $14.7B to $14B- $DPI from $116 to $101

Ethereum 2.0 1 week stats https://twitter.com/AlexanderFisher/status/1336280548084477953

- ETH 2 deposit contract adding 40k ETH per day- 3x more ETH than what is being issued per day- Over 1% ETH in the deposit contract

USDC outpacing Tether https://cdn.substack.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F46c07bef-9100-4d24-9a57-b8b26801f9bd_1200x726.png (RELEASES) What got released?

Messari 2.0 https://messari.io/

Yearn quarterly report https://github.com/iearn-finance/yearn-pm/blob/master/financials/reports/2020Q3-yearn-quarterly-report.pdf 4 Takeaways from ETH 2 deposits

- Blog from Etherscan https://medium.com/etherscan-blog/4-takeaways-from-deposits-into-eth2-28c64dd2863

Circle launches payments platform for USDC https://www.circle.com/blog/circle-launches-major-platform-upgrade-aimed-at-bringing-digital-dollar-stablecoins-mainstream New Square competitor

Maker Governance vote to add https://twitter.com/MakerDAO/status/1335993149076869123?s=20 - AAVE- DAI-ETH LP token- USDC-ETH LP token

(NEWS) What’s in the news?

8,000 Nodes live outside the US https://twitter.com/PhABCD/status/1335349619467968519 - More than the total number of ETH nodes from just a few months ago

The STABLE Act- Unintended consequences https://www.coincenter.org/the-unintended-consequences-of-the-stable-act/

MicroStrategy issues $400 in convertible debt to buy $BTC https://cointelegraph.com/news/microstrategy-will-issue-400-million-in-securities-to-buy-more-bitcoin

MassMutual buying $100M BTC https://www.theblockcrypto.com/linked/87378/massmutual-bitcoin-insurance-purchase - More legit than Microstrategy according to Joey Krug"measured yet meaningful exposure to a growing economic aspect of our increasingly digital world."

Ray Dalio warming to BTC in Reddit AMAhttps://twitter.com/RyanWatkins_/status/1336438172142739458?s=20

The Ether Fund- 3iQ Corp IPO closes Dec 10th (today), raising a maximum of $107M, already raised $75M so far

Tyler Winklevoss Tweet: https://twitter.com/tyler/status/1336839087093919744

France maybe extending KYC lawshttps://www.theblockcrypto.com/post/87001/france-crypto-rules-mandatory-kyc-crypto-to-crypto

Rumors that Steven Mnuchin is thinking about regulations on Digital Self Hosted Wallet-Warren Davidson getting ahead of the issue with a letter to Mnuchin https://twitter.com/WarrenDavidson/status/1336804544320327683?s=20

Paxos files for a Federal Bank Charter https://www.coindesk.com/paxos-becomes-latest-crypto-firm-to-file-for-federal-bank-charter

Venezuela pays for Imports from Iran/Turkey with Bitcoin https://news.bitcoin.com/venezuela-pays-imports-iran-turkey-bitcoin-evade-sanctions/

JP Morgan says that Gold will suffer because of Bitcoin

https://www.bloomberg.com/news/articles/2020-12-09/jpmorgan-says-gold-will-suffer-for-years-because-of-bitcoin Yahoo Finance also speaking more positively for Bitcoin

CoinGecko is better than CoinMarketCap https://out.reddit.com/t3_k8jct1?url=https%3A%2F%2Fmaxbit.cc%2Fcoingecko-looks-to-overtake-coinmarketcap-with-huge-uptick-in-traffic%2F&token=AQAA_YjSXxU46BXDalbUf4Pv-UkKhy4yT938Vzi-qo7VV6usja4b&app_name=reddit.com

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SotN#26: Defending our Nodes w/ Coin Center's Jerry Brito and Peter Van Valkenburgh Dec 09, 2020

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Defending Crypto from the STABLE Act | Coin Center's Jerry Brito and Peter Van Valkenburgh

Coin Center is a non-profit organization focused on public policy isues facing public blockchains like Bitcoin and Ethereum.

While Bitcoin and Ethereum are unstoppable internet networks, Nation States can still mediate our relationship with them, and therefore fighting the regulatory fight is extremely important!

Coin Center recently opened up their Gitcoin Grant https://gitcoin.co/grants/1668/coin-center-is-educating-policy-makers-about-publ which has received an outpouring of support.

Maybe it has to do with the STABLE Act? This act was recently introduced by Rashida Tlaib and others, in an attempt to add regulatory oversight to those that issue and leverage stablecoins.

We bring on Jerry Brito and Peter Van Valkenburgh to help us understand the perspective coming out of the STABLE Act, and its implications to our industry.

Coin Center's website: https://www.coincenter.org/

The STABLE Act: https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact

Coin Center's Gitcoin Grant: https://gitcoin.co/grants/1668/coin-center-is-educating-policy-makers-about-publ

Preston Byrne's blog post on the STABLE Act: https://prestonbyrne.com/blog/

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42 - The Global Game of Crypto | Bruno Maçães Dec 07, 2020

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42 - The Global Game of Crypto | Bruno Maçães Bruno Maçães is a political philosopher, the author of several books surrounding the different types of cultural civilizations that define the globe.

Bruno has a strong familiarity with crypto and recently wrote an article called “The Crypto State?” which explored the emergency of a new civilization in Crypto

We brought him on to help us understand what’s going on with the geopolitical shifts of the world, and what this means for crypto.

Bruno on Twitter: https://twitter.com/MacaesBruno

The Crypto State? https://www.city-journal.org/technological-developments-new-systems-of-governance

Book Trailer of History Has Begun: https://twitter.com/MacaesBruno/status/1303653609880551428?s=20

The World Game, Bruno's newsletter: https://brunomacaes.substack.com/

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ROLLUP: First Week of December Dec 04, 2020

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https://twitter.com/lawmaster/status/1334124165033549826?s=20 https://www.coindesk.com/stablecoins-asset-value-20-billion

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BTC Price- Hit ATH- BTC on Ethereum down 3,300 BTC from 151,700 to 147,400!

ETH Price

- Extremely volatile lately!- Bouncing between $570 and $620- Currently $615- David thinks its launch time, any minute now

Is $ETH Bitcoin in 2015? https://twitter.com/IamCryptoWolf/status/1333720041553088515?s=20 ETH p/s is 86!!! Lower than Zoom

TVL in DeFi- $14.1B to $14.7B- $DPI: $108 to $116.30

Stablecoins

- $20B of them

DeFi Lending ATH- $7.6B in November, up 88% since Octoberhttps://twitter.com/lawmaster/status/1334124188421009408/photo/1

RELEASES

The first block of Ethereum 2.0 was mined!https://beaconscan.com/slot/1

Ether Capital prospectus https://drive.google.com/file/d/1sZb6mMlRoGl6UZNf7rzNadUdL76vnY-J/view - A really good read for understanding how publicly traded companies speak about ETH and Ethereum- Ether capital running a staking nodehttps://www.businesswire.com/news/home/20201201005696/en/Ether-Capital-Corporation-Announces-Initial-Commitment-to-Staking-on-Ethereum-2.0

Centralized Staking-as-a-Service providers are flocking

- Coinbasehttps://blog.coinbase.com/ethereum-2-0-staking-rewards-are-coming-soon-to-coinbase-a25d8ac622d5?gi=8a516790f190

- Binancehttps://twitter.com/binance/status/1333762624731930627?s=20 2x rewards??

Tim Roughgarden EIP1559 reporthttp://timroughgarden.org/papers/eip1559.pdf - Highly anticipated, long-awaited, in-depth academic report on EIP1559- Take off all remaining breaks on EIP1559https://twitter.com/nicksdjohnson/status/1334261078692306944?s=20

Vitalik comprehensive Ethereum roadmaphttps://twitter.com/vitalikbuterin/status/1333922620857745408?s=21

Aave V2 is on Mainnethttps://medium.com/aave/the-aave-protocol-v2-f06f299cee04

Loopring built an AMM on it’s zkRollups L2https://medium.com/loopring-protocol/looprings-zkrollup-amm-is-live-2f8251cd0fcd - Looks like Uniswap, but acts like Loopring

Fireblockshttps://www.fireblocks.com/blog/fireblocks-defi-for-institutional-trading-lending-and-staking/

- Institutional bridge for yield in DeFi?

Gnosis Safe introduces spending limitshttps://blog.gnosis.pm/gnosis-safe-spending-limits-f05b775d06b3 - One more step in replicating the legacy experience with crypto-infrastructure

Track Whale traders on Uniswaphttps://www.uniwhales.io/

Staking Liquidity services cropping uphttps://www.stafi.io/https://lido.fi/ - Sign of things to come!

NEWS

ETH 2 in the mainstream newshttps://www.cnbc.com/2020/12/01/ethereum-2point0-eth-cryptocurrencys-network-starts-a-major-upgrade.html

Visa Partners with Circle / USDC to get USDC to run through the Visa networkhttps://www.forbes.com/sites/michaeldelcastillo/2020/12/02/visa-partners-with-ethereum-digital-dollar-startup-that-raised-271-million/amp/?sh=2857044f4b1f&__twitter_impression=true

S&P index for crypto:https://twitter.com/RyanSAdams/status/1334499320838631424?s=20

Bad Governance:

Rashida Tlaib introduces legislation around stablecoins and bankinghttps://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact

Good Governance:

Canada accelerating digital currency planshttps://decrypt.co/50213/bank-of-canada-digital-currency-pandemic

Libra rebrands to Diem ahead of 2021 launch https://www.coindesk.com/libra-diem-rebrand

China has seized over $4.2B from the PlusToken Ponzi https://www.theblockcrypto.com/post/85873/china-seize-billion-cryptos-from-plustoken-crackdown

194,775 BTC - $3.3B833,083 ETH - $435M

Oracle failure leads to $88M in liquidations in Compound

https://www.theblockcrypto.com/post/85850/dai-compound-dydx-liquidations-defi

- DAI price spiked to $1.30 on Coinbase, which Compound uses as an oracle.- 124 unique accounts got liquidated- It is worth noting that such massive liquidations at Compound have occurred for the first time.

More Ethereum nodes than Bitcoin nodes

https://twitter.com/etherchain_org/status/1333173744089640960?s=20 - Bitcoin = 10,981- Ethereum = 11,137

Venezualean government continues to leverage Bitcoin out of necessity

https://cointelegraph.com/news/venezuelan-army-starts-mining-bitcoin-to-make-ends-meet

- Making revenue via Bitcoin mining

SotN#25 - Road to Ethereum 2.0 w/ Ryan Watkin & Wilson Withiam of Messari Dec 02, 2020

Get the report: https://messari.io/road-to-eth2

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State of the Nation #25

The Road to Ethereum 2.0

With Ryan Watkin and Wilson Withiam of Messari

Ryan Watkins and Wilson Withiam lead the effort behind Messari's 'The Road to ETH 2.0' report.

Both Ryan and David agree: this is the best piece of literature that has ever been produced about Ethereum, ever.

This report will serve as an accurate guide to the uninformed as to the nature of Ethereum and the types of economies it can support.

Get the report from Messari here: https://messari.io/road-to-eth2

We bring Ryan and Wilson on to discuss the production of this report, and some of the decision-making that went on behind the scenes.

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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

41 - Crypto-Civilization | Balaji Srinivasan Nov 30, 2020

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http://bankless.cc/yearn

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A Crypto Civilization | Balaji Srinivasan

No one blends the academic, startup, & venture world quite like Balaji Srinivasan. With multiple engineering degrees, multiple exits, being early into Bitcoin, selling a company to Coinbase, being CTO to Coinbase, Balaji lives on the cusp of the frontier of human innovation.

Rumor is that he’s trying to create a digital country, we’re gonna talk about it.

- Legacy of COVID creating distrust In Institutions Balaji thinks that the world is ready for new institutions and that the movement of time is to generate new solutions rather than repair old ones.

- ‘Crypto-civilization’, or what Balaji calls: The Network StateThe leveraging of the most useful modern technology and coordination tools, to produce structurally independent organizations

- Digital Nations vs the Nation-StateHow might this independence generate friction with the status quo?

And of course, how does a new 'crypto civilzation' actually manifest.

Balaji is a real Big Brain thinker, so strap yourself in!

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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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

AMA w/ Monolith Co-Founder Mel Gelderman Nov 27, 2020

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AMA w/ Monolith Co-Founder Mel Gelderman

Mel Gelderman comes to the Bankless community AMAs to answer questions about Monolith!

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https://twitter.com/TrustlessState ----- 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.

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ROLLUP: 4th Week of November Nov 26, 2020

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ROLLUP: 4th Week of November 🦃

(MARKET) What’s the Market saying?

BTC Price

- Touched previous ATH- BTC on Ethereum - Down 200 to 151,700- Frontpage of Wall Street Journal (https://twitter.com/blockfolio/status/1330887985181679619?s=20) - Jim Creamer tweets about Bitcoin https://twitter.com/jimcramer/status/1331246721637167108?s=20

ETH Price- $600- Almost 734k ETH in the deposit contract https://launchpad.ethereum.org/

TVL in DeFi - 14.1B, up from 13.4B DPI Price - $104 to $108

Spencer Noon: 8 Signs We’re in a new $ETH Bull Market https://twitter.com/spencernoon/status/1331638662573027333?s=20

(RELEASES) What got released?

Deriswap, From Andre Cronje https://andrecronje.medium.com/deriswap-capital-efficient-swaps-futures-options-and-loans-ea424b24a41c

Daily Gwei Ecosystem from Anthony Sassano https://thedailygwei.substack.com/p/turbocharging-the-daily-gwei-123

Slingshot https://slingshot.finance/

- Rebrand from DEX.AG

DeFi Database https://defidatabase.info/

- Exactly what the title suggests. Database of all DeFi projects/endeavours

Jeff Coleman ETH2 Tweet thread https://twitter.com/technocrypto/status/1330150362427387910 (NEWS) What’s in the news?

BlackRock CIO says Bitcoin will replace gold https://cointelegraph.com/news/blackrock-cio-says-bitcoin-will-take-the-place-of-gold-to-a-large-extent

Coindesk suspending all margin trading due to regulators https://www.coindesk.com/coinbase-ends-margin-trading

Office of Comptroller messaging that banks need to service legal, but unfavorable, industries (thats crypto) https://twitter.com/msantoriESQ/status/1329898854242603012?s=20

Bitcoin Suisse deposited $100k of ETH into the deposit contract (https://www.trustnodes.com/2020/11/21/bitcoin-suisse-to-deposit-nearly-100000-eth-to-ethereum-2-0)

- Demand for staking-as-a-service providers

- Strong signals that the staking industry is going to be BIG

MAP OF STAKING OPTIONS - https://twitter.com/Philiff/status/1331088361579180036/photo/1

(TAKES) What’s on your mind?

David

Bankless wasn’t here in 2017

Ethereum media wasn’t a thing in 2017

Ryan

Retail isn’t here yet (https://twitter.com/RyanSAdams/status/1331233516722528261?s=20) (https://twitter.com/lawmaster/status/1331163575205965824?s=27)

ONRAMPS...our pipe to absorb capital is easily 10x

INSTITUTIONS:

Futures, CME, Options, Custody...

FinTech is going to betray the banks and flood into crypto (top 5 crypto apps)

inTech is going to betray the banks and onboard the world to crypto and the banks don't even see it coming

Venmo, Robinhood, Square, PayPal These have turned into crypto apps

The banks are legacy ledgers Crypto is the future

What are you excited about?

David

This time, it’s different

Ethereum will respond completely differently this bull market. We are all going to be humbled by what Ethereum becomes this bull-cycle.

Rapid change happens in bull markets.

The people that come into this space now are a significantly different co-hort than the people that pay attention to this industry 24/7/365

Ethereum is similarly a different thing than in was in 2017.

DeFi wasn’t a thing in 2017

DeFi hasn’t seen a bull market.

No DeFi app has seen a bull market.

There is about to be some CHURN

(Ryan) The community…

Crypto isn’t a single player game.

Community came together to launch Eth2.

Incredible people

Thank some of those incredible people who helped me

Andreas

Chris Burninske

Karl Floresch

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SotN#24: Everything is bullish, with Nic Carter (Triumphant! 2017 vs 2020 Bull Markets, What's Different this Time?) Nov 25, 2020

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SotN#24: TRIUMPHANT! w/ @nic__carter (2017 vs 2020 Bull Markets, What's Different this Time?)

Nic Carter, general partner at Castle Island Ventures, cofounder of Coin Metrics, host the On The Brink

Nic recently put out a medium article with 9 different Bitcoin charts showing metrics at ATHs.

https://medium.com/@nic__carter/nine-bitcoin-charts-already-at-all-time-highs-78abbfe82804

We ask Nic:

- What about this bull market is different than last time?

- What are the differences that stand out to you the most, that are going to characterize the nature of this specific bullish period?

Metrics discussed:

- Addresses with $10 of BTC or more- Open Interest on CME Futures- Realized Cap- Bitcoin Options Open Interest- BTC priced in Turkish Lira- BTC held by Grayscale- Stablecoin Free-Float- Silvergate’s Settlement Network- Growth of Crypto-Native Credit

Watch the video to hear the discussion!

In the SECOND HALF of the video, David and Ryan turn their attention to ETHEREUM:

Will Ethereum Capture the Bull Market?

Topics we discussed:

Ethereum and the Bull Market

- The Deposit Contract received the required amount of ETH to start off ETH2 on the earliest possible date.

- Then, it received A TON more of ETH after that.

The 2017 ETH Bull market was underpinned by the possibility of ETH staking and Ethereum scaling just being around the corner

The 2020 ETH Bull market has all of these same dynamics, but AHEAD of the bull market, rather than behind it.

‘Will Staking ever come?’ and ‘Will Ethereum ever scale?’ are NOT questions that are going to be asked this bull run.

Also new this bull run: DeFi!

DeFi👏makes👏capital👏sticky!👏

The capital that entered the 2017 ICO mania was FLEETING. Ethereum was 95% ICOs, and after ICOs stopped making people money, there was no reason for capital to stay put on Ethereum

Things that didn’t exist in 2017:

Collateralized money markets

- Maker - $2.75B- Compound - $1.7B- Aave - $1.45B

AMMs

- Uniswap $1.3B- Balancer $0.4B

Others

- Yearn - $0.5B- Synthetix - $0.8B- Nexus - $0.1B

Stablecoin Supply

- $20B in stablecoin market cap on Ethereum.

PLUS, Alpha is found on Ethereum

- There’s a lot of cognitive dissonance in the world about buying Bitcoin. People have heard about Bitcoin multiple times now, and if they still don’t yet own BTC, they may have a level of cognitive dissonance about buying BTC at ATH prices.

- People wanting exposure, but not specifically wanting to buy BTC, is a significant reason as to why other assets always do so well in a bull market

People want alpha

- This cycle, DeFi tokens on Ethereum will capture outsized exposure to people who are trying to outperform BTC

- Last cycle, it was many different PoW chains and Ethereum L1 competitors, this cycle it will be protocols and projects on Ethereum

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https://twitter.com/TrustlessState -----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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

40 - WTF Happened in 2020? | Meltem Demirors Nov 23, 2020

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40 - WTF Happened in 2020? | Meltem Demirors

Meltem Demirors is Chief Strategy Officer of Coinshares... former Vice President of the Digital Currency Group, advocated for crypto in front of Congress... and overall badass.

Meltem wants to answer the question 'WTF Happened in 2020', specifically as it relates to monetary policy from the Federal Reserve, economic forces that result from a top-heavy pension and social welfare system, as well as how COVID impacts financial decision-making.

This is our first video-podcast, because Meltem brought RECEIPTS. She has DATA and CHARTS and FIGURES to show!

We also turn to a discussion on Bitcoin vs Ethereum identity and in-group, out-group dynamics, and have a jovial discussion regarding tribalistic affairs.

Hope you enjoy!

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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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

ROLLUP: 3rd Week of November Nov 20, 2020

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----- ROLLUP: 3rd Week of November! (MARKET) What’s the Market saying?

BTC Price
- BTC on Ethereum - 151,925 BTC on Ethereum, up ~1,500 BTC
- Bitcoin as a system as reached ATH value (link)
- BTC unique addresses spiking upwards (link)
- 9 BTC metrics that are at ATHs (link)
ETH Price
- Almost 60k ETH in the deposit contract (link)
- TVL in DeFi
- Ethereum active addresses continually marching to ATHs (link)
- ETH 1 cycle behind BTC (link)
- ETH always does well in December, 5 out of 5 times (image)
- Same BTC, ETH price as December 2017 (tweet)
DPI Price - $81 to $104
1 Billion DAI (DAI Stats)
Grayscale $10.8B AUM (tweet)

(RELEASES) What got released?

RocketPool Medalla Beta testnet concludes
- Moving onto a new testnet that tests a RocketPool network with integrated tokenomics
Aave V2 on the Kovan testnet (link)
YFI + BAL as collateral in Maker (tweet)
YAM releases Umbrella product (link)
Etherisc + Chainlink offers crop insurance on Kenyans (link)

(NEWS) What’s in the news?

Rich man invests in Bitcoin (link)
Coinbase crashing (link)
Paypal gets to 85% of Binance US volume in first month (link)
Netherlands exchanges must ask their customers to prove ownership their own their withdrawal addresses (tweet)
Binance Blocking U.S. customers, giving them 90 days to withdraw assets (link)
Binance suing two journalists in anti-defamation suit (link)
Jay Clayton stepping down as SEC Chairman (link)
Masie Williams tweets about Bitcoin (link)
- Pay attention to signals like this,
- - Dec 2017, Lady Gaga had Cryptocurrency painted fingernails
  - That was the top

(TAKES) What’s on your mind?

David

Bitcoiner’s got triggered really fast about the Call to Action Bankless put out on wednesday
- Tweet, Tweet
- It’s because Bitcoin progress primarily occurs in the social layer, not the technological layer. They could look at Ethereum technological progress at scoff at it, because while Ethereum was building, they were marketing
- Now Ethereum is pretty close to being done with building, and people like me and Ryan are now rallying the troops to saw “hey, lets market the fuck out of this thing.
- Big threat.

Ryan

What’s the best way to get exposure to DeFi? (link)

Is ETH staking gonna make it?
- 105k ETH in the deposit contract
- - Over 20%

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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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

SotN#23: Crescendoing! w/ Eric Conner (Community Culture, & Staking, War Effort, Propaganda) Nov 18, 2020

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Eric Conner, co-Host of the EthHub Podcast, Formerly Product at Gnosis, and Ethereum’s Unofficial Community Manager

We ask Eric, does he accept the title of 'Unofficial Community Manager'?

Eric has called the the 2018-19 Bear Market period as ‘the time that User, Investors, and Builders of Ethereum all came together’

- Why is this important?- What was the Ethereum community like in 2015-17? - How has the Ethereum community developed, changed, matured over time?

Did Eric ever have doubts that we would ever get to this point?

Then, Eric and David discuss the merits of a 'patriotic duty to Stake ETH'

- Is it someone's patriotic duty to stake? - Or is ETH staking just another yield-farm?- How does the role of feeling politically aligned play in Staking ETH?

Finally, we turn to the Bull Case for Ethereum

- What is Eric's perceived 'win-condition' for Ethereum?

Tune into the video!

https://youtu.be/BtPOpRzx6NQ

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Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

39 - Grayscale: $10B Bridge to Crypto | Michael Sonnenshein Nov 16, 2020

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Michael Sonnenshein is the Managing Director at Grayscale Investments, the largest digital currency asset management company by far.

You may have seen a GBTC or ETHE products in your Schwab account, a way price exposure to ETH and BTC

...wondered what those things are?

We're going to talk about that today with Michael.

Grayscale has built a bridge for almost $10B to flow into the crypto world, by working inside the legacy system, rather than outside of it.

Listen to this podcast to see how Grayscale is helping promote crypto!

Retail products:

What Greyscale products can the average, unaccredited retail investor buy today?
What’s the difference between GBTC/ETHE and an ETF?
- What are the fees?

Accredited investors products ($1m in assets or $200k per year)

How do accredited investors power the Grayscale trust?
What narratives that are driving the inflows?
What are the most popular products with this group?
- Bitcoin Trust: $39.5 million
- Ethereum Trust: $9.0 million
- Large Cap Fund: $1.1 million

Bitcoin Investor Study - what were the takeaways?

Size of Greyscale relative to supply

How much BTC supply - 400k in June (3-4% of all Bitcoin)?
- As a proportion of mined BTC?
How much ETH supply do you own?
Can Grayscale do a staked ETH product? Any other yield-bearing products?

What’s Greyscale’s next move?

Expanding more outside BTC?
Getting acquired?
AUM size?
Specifically with DeFi?

Action items:

Read reports Bitcoin Investor Study
- https://grayscale.co/insights/bitcoin-investor-study-2020/
If you’re looking at GBTC or ETHE in your portfolio premium vs spot price first:
- https://ycharts.com/companies/GBTC/discount_or_premium_to_nav
- https://ycharts.com/companies/ETHE/discount_or_premium_to_nav
5 - star reviews the podcast!

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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 we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case.

ROLLUP: 2nd Week of November Nov 13, 2020

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------

ROLLUP: 2nd Week of November

What are we doing:

Happy Friday morning...

End of the week rollup

Dedicating 5 minutes to 5 topics, same 5 topics every week

- Market - Releases- News- Takes - What are you excited about?

(MARKET) What’s the Market saying?

BTC Price - 16k- BTC Treasuries website (https://bitcointreasuries.org/))- BTC on Ethereum: 153k

ETH Price

$1B of ETH in Grayscale (https://www.theblockcrypto.com/linked/83854/grayscale-ethereum-trust-1-billion-aum)

TVL in DeFi - up $1B from last week

DeFi Token price - remember last wk when DeFi was dead?

(RELEASES) What got released?

- PayPal removes waitlist - all paypal users can use crypto now (https://www.coindesk.com/paypal-removes-waitlist-for-new-crypto-service)

- LiquidStake (https://www.coindesk.com/ethereum-heavyweights-launch-liquidstake-loans-to-ease-eth-2-0-lockup)

Dharma Bank Account Integration (https://twitter.com/Dharma_HQ/status/1323311960432148481)

Bank Account - Dharma - Uniswap

Synthetix synthetic Oil and inverse-synthetic Oil now available

Chainlink working on xDAI network (https://www.xdaichain.com/about-xdai/project-spotlights/chainlink)

EIP1559 Updates

Tim Beiko tweet thread (https://twitter.com/TimBeiko/status/1325839080974774272?s=20)

- Mainnet-condition testnets

- Developer tooling for easy 1559 integration

Micah Zoltu blog post (https://medium.com/@MicahZoltu/a-tale-of-two-pricing-schemes-dc9c8717906)

(NEWS) What’s in the news?

Infura CRASH (https://www.theblockcrypto.com/post/84232/ethereum-infrastructure-provider-infura-is-down)

In response, someone made EthereumNodes.com to report who has endpoints up and who doesn’t

Zapper gets $1.5M in funding (https://www.coindesk.com/defi-dashboard-zapper-snags-new-funding-from-delphi-and-coinbase-ventures) - Delphi- Coinbase

Binance donates $100k to Gitcoin (https://www.binance.com/en/blog/421499824684901205/Binance-Pledges-$100000-Donation-to-Gitcoin-Grants)

CZ depositing 32 ETH to the deposit contract (https://twitter.com/cz_binance/status/1325978447148064768)

CipherTrace scaring regulators (https://ciphertrace.com/half-of-2020-crypto-hacks-are-from-defi-protocols-and-exchanges/)

Ray Dalio on banning Bitcoin (https://www.coindesk.com/bridgewaters-dalio-sees-governments-banning-bitcoin-should-it-become-material)

Final Boss:

ShapeShift Delisting ZEC over regulator concerns (https://www.coindesk.com/shapeshift-delists-privacy-coin-zcash-over-regulatory-concerns)

IRS is coming after Coinbase for tax information (https://cointelegraph.com/news/u-s-law-firm-says-irs-is-coming-after-coinbase-users-who-evade-taxes)

BTC mining pools & KYC (https://stockhouse.com/news/press-releases/2020/10/29/dmg-s-subsidiary-blockseer-launches-bitcoin-mining-pool-focused-on-good)

U.S. Feds doing research on CBDCs (https://www.theblockcrypto.com/linked/84087/fed-central-bank-digital-currency-research)

Lebanon CBDC (https://www.coindesk.com/lebanon-digital-currency-2021)

SEC changing Reg A, Reg CF, Rule 504D limits, among other things (https://www.sec.gov/news/press-release/2020-273)

Reg A $50m - $75m

Reg CF $1m - $5m

504D $5m -$10m

(TAKES) What’s on your mind?

Gotta do it

- Bring up the frogs (https://twitter.com/kekspawn/status/1326253486070173696/photo/1)

What’s on my mind?

What is DeFi?

Is Bitcoin DeFi (https://twitter.com/RyanSAdams/status/1326950305725026304?s=20)?

Is Ethereum DeFi?

Is BinanceChain DeFi?

Is PolkaDot DeFi?

Is Cosmos DeFi?

IS DEFI DEFI?

What are you excited about?

DH:

- Ethereum / ETH being understood

- ETH the Internet Bond

- BTC is an evolution on Gold. Therefore, BTC market cap should be much larger than gold

I'm compelled!

- ETH’s market cap should be an evolution on the market cap of bond markets

Never before has there been a hard-money bond market

RSA: sovereign bond market is $57t btw

I’m excited that we’re in a bull run:

If you're new to crypto... Welcome to your first bull run. Things will only getting crazier from here. Buckle up.

AMA w/ Zapper | Co-Founder Seb Audet and DeFi Dad Nov 12, 2020

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Zapper AMA with Founder Seb Audet and DeFi Dad

Zapper is a home-base for your financial activity on Ethereum. Load up your wallets at https://zapper.fi/ and use Zapper to make quick and easy transactions in DeFi!

DeFi Dad on Twitter: https://twitter.com/defi_dad

Seb on Twitter: https://twitter.com/sebaudet26

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