Why does Bitcoin sucks and is inferior to Gold? Peter Schiff is a financial commentator and economist that is relentlessly bullish on gold and a famous skeptic of bitcoin and cryptocurrencies. He covers a ton of ground in this podcast, from what money really is, why gold can't be disrupted as the ultimate store of value, why we should abolish the Federal Reserve and principles to grow your wealth. ------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-peter-schiff-interview  ------ 📣 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    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku   ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/59?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 0:00 Intro 7:07 What is Money? 15:05 Why is Gold the Apex Money? 27:59 Gold vs. Bitcoin Custody 36:27 Gold in The Internet Age 43:08 Gold as a Productive Asset 49:30 Gold vs. Bitcoin Demographics 53:90 Can Gold be Disrupted? 1:04:20 Should we Abolish The Federal Reserve? 1:13:33 Is the Stock Market Overpriced? 1:20:09 Principles to Grow Wealth 1:25:30 Steelmanning Crypto 1:36:17 Closing & Disclaimers ------ RESOURCES Peter Schiff https://x.com/PeterSchiff   Peter Schiff Youtube https://www.youtube.com/@peterschiff   SchiffGold https://www.schiffgold.com/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

This week in crypto, Trump’s new DeFi project sparked debate—is it legit or a grift? After the SEC, the CFTC targeted Uniswap—what’s going on with regulators? Brazil’s Twitter ban also made waves—what does it mean for free speech and crypto’s role in resisting censorship? Markets are asking if the 4-year cycle is dead, and Ryan has three takes on the lackluster crypto prices and what it could mean moving forward. On the bright side, Polymarket is now on the Bloomberg terminal, and Coinbase is looking to bank the robots—an exciting step for AI and crypto. ------ 📣 SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  ------ 🌊 KELP | Deposit ETH with Gain today https://kelpdao.xyz/gain/?utm_source=Bankless  ------ 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    🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku   ------ ✨ Mint the episode on Zora ✨ ⁠https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/58?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E⁠ ------ TIMESTAMPS & RESOURCES 0:00 Intro 2:03 Markets https://x.com/Negentropic_/status/1830685688662040961  https://outlierventures.io/article/token-trendlines-2-bitcoin-halving-the-four-year-cycle-is-dead/  https://x.com/RyanSAdams/status/1831316995691671641  https://x.com/Fiskantes/status/1831302629651042637  https://x.com/SplitCapital/status/1831317921089642915   https://x.com/iamDCinvestor/status/1831318267367145492  18:30 Trump revealed more about his DeFi project, World Liberty Financial!  https://www.worldlibertyfinancial.com/ https://x.com/realDonaldTrump/status/1829141447087648796   https://x.com/lex_node/status/1831084542377206220  https://x.com/lex_node/status/1831105068952961399  https://x.com/nic__carter/status/1831145983847137451  https://x.com/worldlibertyfi/status/1831348462635397271  https://x.com/RyanSAdams/status/1829500453152837828  32:07 Brazil banned Twitter https://x.com/elonmusk/status/1829778143449698764  https://x.com/RyanSAdams/status/1831015509384364428  37:17 Binance exec Tigran Gambaryan entered Nigeria court on crutches https://x.com/_RichardTeng/status/1830869029705441553  41:47 Arbitrum released Stylus!  https://x.com/arbitrum/status/1831020553211089243  https://x.com/joeykrug/status/1831367181885698392  43:30 Euler V2 is back!  https://x.com/eulerfinance/status/1831331399619756375  48:03 Celestia releases technical roadmap https://blog.celestia.org/roadmap/  48:39 Bloomberg added Polymarket election data to Terminal https://x.com/M_McDonough/status/1829166689516442043  https://x.com/shayne_coplan/status/1830984489259901203  50:13 CFTC charges Uniswap with illegal derivatives trading https://www.cftc.gov/PressRoom/PressReleases/8961-24  https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement090424  https://x.com/MinarikLaw/status/1831363800542634459  53:11 AIs are now paying other AIs with crypto https://x.com/brian_armstrong/status/1829623778726592804  56:32 MEME of the Week https://x.com/TrustlessState/status/1831386476841726226   59:03 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Is the Ethereum roadmap… off track? Have we lost the plot? Are L2s running interference, intercepting all the users, transactions, and value from reaching the L1? And if all of this is real, and not just FUD, what should we do about it? We have Max Resnick on the show today, he's an Ethereum researcher working at Special Mechanism Group and he’s got some opinions that are contrary to what is typically found out of the Ethereum Rollup Centric Roadmap.  Max explains why Ethereum is breaking down on its vision for bringing the world onto decentralized, censorship resistant, permissionless blockchains, and suggests possible alternative directions. ------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-max-resnick-interview  ------ 📣 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    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku   ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/57  ------ TIMESTAMPS 0:00 Intro 5:08 Max’s Contrarian Take 12:20 The State of Rollups 17:59 Are L2s Extensions of Ethereum? 27:52 What Needs to Change 44:33 Based Rollups 50:05 The Holy Grail Blockchain 59:02 Scaling the L1 1:05:29 Max’s Incentives 1:09:53 Why Not Solana? 1:14:06 Navigating ETH’s Roadmap 1:18:05 ETH: The Asset 1:22:15 Value Capture 1:23:58 Call to Action 1:26:43 Closing & Disclaimers ------ RESOURCES Max Resnick https://x.com/MaxResnick1  Max Resnick Holy Grail Blockchain Tweet https://x.com/MaxResnick1/status/1826630256008331301   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

U.S. Senator Cynthia Lummis is a leading Bitcoin advocate in Congress who recently introduced her proposal, "the Bitcoin Act," which seeks to create a strategic Bitcoin reserve for the United States of America. In today's episode, we explore how the bill could address the $35 trillion debt, the conversion of gold certificates to Bitcoin, and its economic implications. ------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-cynthia-lummis-interview  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku   ------ ✨ Mint the episode on Zora ✨ https://zora.co/manage/1155/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/56  ------ TIMESTAMPS 0:00 Intro 6:40 The Bitcoin Act 10:01 Gold to Digital Gold 15:01 U.S. Strategic Reserves 18:00 U.S. Discretion in Selling Forfeited Bitcoin 20:44 Is Bitcoin Ready for Federal Reserve Backing? 23:24 Bitcoin Adoption to Tackle U.S. Debt 28:17 Bitcoin's Potential Impact 33:15 Being First in Bitcoin Strategic Reserves 39:22 Pros vs. Cons of Bitcoin Strategic Reserves 49:08 Bipartisan Prospects and Democratic Silence 53:52 Conservative Support vs. Liberal Adoption 56:30 Trump vs. Harris on Crypto Legislation ------ RESOURCES Senator Cynthia Lummis https://x.com/SenLummis  The Bitcoin Act  https://www.lummis.senate.gov/press-releases/lummis-introduces-strategic-bitcoin-reserve-legislation/  https://www.lummis.senate.gov/wp-content/uploads/BITCOIN-Act-FINAL.pdf  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠ 

In this special early access episode we're joined by Paradigm's Georgios Konstantopoulos and Charlie Noyes, along with Max Resnick from Special Mechanisms Group to discuss a possible change in direction for one part of the Ethereum Roadmap. This is a deeply technical episode that covers the history of MEV and new innovations that plan to change it all from the comfort of David's apartment studio, enjoy. ------ 📣 BECOME A CITIZEN | GET 10% OFF WITH CODE: SPOTIFY10 https://www.bankless.com/join ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ TIMESTAMPS 00:00:00 Start 00:05:14 Intro To Our Guests 00:09:21 Proposer Builder Seperation 00:12:39 Stepping Forward vs Patching 00:19:35 Getting Rid Of MEV? 00:26:35 Inclusion Lists 00:40:14 What is Braid? 00:50:43 The Bear Case 01:06:37 Vitalik's Take 01:10:53 The Benefits of Braid 01:20:28 L2 Centric Roadmap Changes? 01:36:26 How's Rust Going? 01:44:49 Other Exciting Roadmap Updates 01:57:52 Call To Action ------ RESOURCES Georgios: https://x.com/gakonst  Max: https://x.com/MaxResnick1  Charlie: https://x.com/_charlienoyes  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Welcome back to the Bankless Friday Weekly Rollup. First up, why Telegram founder Pavel Durov was arrested in France and what it means for the future of privacy. Then, drama at the Ethereum Foundation as they sell $100M worth of ETH. And finally, the latest Wells Notice from the SEC, which company got it? ------ 🌊 KELP | Deposit ETH with Gain today https://kelpdao.xyz/gain/?utm_source=Bankless  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ TIMESTAMPS & RESOURCES 00:00:00 Start 00:02:22 Markets https://pro.kraken.com/app/trade/btc-usd  https://pro.kraken.com/app/trade/eth-usd  https://farside.co.uk/?p=1518  https://x.com/tokenterminal/status/1828049589305319792?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://www.growthepie.xyz/fundamentals/total-value-locked  00:06:23 Rate Cuts Incoming https://www.federalreserve.gov/newsevents/speech/powell20240823a.htm  https://x.com/RyanSAdams/status/1829156259062501574  00:08:41 Stablecoin ATH https://defillama.com/stablecoins  https://x.com/PayPal/status/1828161802208985462  00:13:14 When Pump? https://x.com/2xdog/status/1826460239090385028/photo/1  00:18:42 Telegram Founder Arrested https://x.com/WatcherGuru/status/1827450423608795287?t=9gT6e4AmQL8qHc5gDA0Rrw&s=19  00:21:01 What Are The Charges? https://x.com/Cointelegraph/status/1828915121823068476  https://x.com/RyanSAdams/status/1828122303047033327  00:24:03 Encryption 00:27:47 Takes On This Issue https://x.com/EmmanuelMacron/status/1828077245606342672  https://x.com/VitalikButerin/status/1827602680388239582  https://x.com/Kasparov63/status/1827819652535489007  https://x.com/NoelleInMadrid/status/1827798993017127243  00:30:45 TON's Reaction https://x.com/ton_society/status/1827753299736674599  https://x.com/ton_society/status/1828446248841441467  00:36:36 Mark Zuckerburgs Letter https://x.com/boblatta/status/1828516974269472936/photo/1  00:39:46 Roman Storm's Battle https://x.com/RyanSAdams/status/1828906357723955378  00:46:34 Ethereum Foundation Sold $100M? https://thedefiant.io/news/blockchains/ethereum-community-rattled-by-foundation-s-eth-sales-and-vitalik-s-defi-hate  https://x.com/0xstark/status/1828416178194104342  https://x.com/defiignas/status/1827287094705701318?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  00:52:26 Does Vitalik Hate DeFi? https://x.com/VitalikButerin/status/1827583576751181961  https://x.com/kaiynne/status/1821020189594669398  https://x.com/RhettShipp/status/1827911788488487047  https://x.com/haydenzadams/status/1828452122385424718  https://x.com/VitalikButerin/status/1828448417585971661  01:01:51 Sony's Layer 2 - Soneium https://x.com/soneium/status/1826832581897126367  01:03:34 MakerDAO Rebranded To SKY https://x.com/SkyEcosystem/status/1828405625828843710  https://governance.aave.com/t/temp-check-buidl-gsm/18775  01:05:47 Trump Harris Debate https://x.com/disclosetv/status/1828505848504819978  01:06:42 RFK Drops Out https://x.com/watcherguru/status/1827059890549862600?s=46&t=iahr7Lh5v08SSM_Ery-bGw  01:07:45 Trump NFTs https://x.com/mdudas/status/1828575205276459258  01:09:29 SEC Threatens To Sue Opensea https://x.com/dfinzer/status/1828791832009953706?s=46  01:12:37 Chainbound Raises $4.6M https://x.com/chainbound_/status/1828047583090016308?s=46&t=dAxCjT2P_GIrJMvMgWIpfA  01:13:22 Most Unattractive Hobbies... https://x.com/nic__carter/status/1827862983034245338  01:14:50 Moment Of Zen https://x.com/songadaymann/status/1828885208227332591?s=46  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

Today we're diving into the vibrant crypto ecosystem of Argentina as experienced at Aleph, a unique crypto pop-up city in Buenos Aires. You’ll hear from three influential guests - Marcelo Cavazzoli of Lemon Cash, Federico Ogue of Buenbit, and Manuel Beaudroit of Belo - who are leading the charge in Argentina’s crypto revolution.  The episode provides deep insights into why Argentina is becoming a global hub for crypto adoption, driven by grassroots enthusiasm and supported by the pro-crypto stance of the new government. Expect a blend of personal stories, expert opinions, and an exploration of how crypto is empowering millions in Argentina amidst the failing Argentine Peso. ------ 📣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    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ TIMESTAMPS  00:00:00 Start 00:16:37 Intro and Market Size 00:26:49 Demographics 00:30:29 Why isn't everyone using stablecoins? 00:37:14 Custody and Trust 00:42:29 Creating Crypto Power Users 00:49:08 Preferred Way Of Growing Wealth 00:55:28 Dealing With Competition 01:03:10 Building Under the Argentine Laws 01:12:21 Javier Milei 01:18:12 Crypto's Future In Argentina ------ RESOURCES Marcelo Cavazzoli - https://x.com/lemoncheli  Federico Ogue - https://x.com/fedeogue  Manuel Beaudroit - https://x.com/mbeaudroit  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

It’s been a while since former Speaker of the House Paul Ryan was in the public spotlight, but in this episode, we discover his surprising stance: he’s bullish on crypto! In fact, he believes that crypto could be crucial in staving off a U.S. debt crisis. We dive deep into his core argument and explore a range of related topics, such as:  - America’s debt crisis - The potential loss of the U.S. reserve currency status - How crypto could help the U.S. stay ahead of China - Why the left is anti-crypto - Crypto under a Trump vs. Kamala’s administration  This episode highlights how crypto is becoming an essential issue in Washington. Tune in for a comprehensive look at crypto’s growing influence on U.S. politics and beyond. ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/55   ------ TIMESTAMPS 0:00 Intro 5:11 Why Politics Are Messier 7:36 Being Speaker of the House 11:27 Paul’s WSJ Stablecoin Op-Ed 16:47 Paul’s Intro to Crypto 18:54 U.S. Debt Crisis 26:05 Losing Reserve Currency 28:29 CBDCs vs. Stablecoins  38:06 KYC Stablecoins & Legislation  43:27 Anti-Crypto Army 46:16 Is the Left Anti-Crypto?  51:03 Right vs. Left Crypto Adoption  55:50 Kamala vs. Trump 58:49 Advice to Bankless Listeners 1:01:18 Closing & Disclaimers ------ RESOURCES Paul Ryan  https://x.com/speakerryan   WSJ Article  https://www.wsj.com/articles/stablecoins-could-stave-off-a-us-debt-crisis-china-digital-currency-c491d717   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠  

SOL/ETH is up 300% YoY and ETH/BTC is down 50% over the last 2 years. Why is that? Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at Multicoin Capital. Kyle and Multicoin have been one of the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the Anatoly vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. Enjoy! ------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-kyle-samani-interview  ------ 📣 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    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/53  ------ TIMESTAMPS 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 ETH Vs. BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 Solana 1:12:25 Steelmanning Ethereum 1:17:49 Closing & Disclaimers ------ RESOURCES Kyle Samani https://x.com/KyleSamani  Multicoin Capital https://multicoin.capital/   Paths To Tens Of Trillions Blog Post https://www.linkedin.com/pulse/paths-tens-trillions-kyle-samani/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

Tron has been on a tear ranking second in stablecoin supply, highest number of token holders at 143.5 million, and has the second highest TVL among layer 1's at over $8 billion dollars.  What's causing this big spike and... why? ------ 📣 GET 10% OFF PERMISSIONLESS TICKETS | USE CODE: BANKLESS10  https://bankless.cc/PermissionlessDiscount  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum   🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ TIMESTAMPS & RESOURCES 00:00 David's New Fighting Opponent https://x.com/Permissionless/status/1826245778098237923  05:35 Markets https://pro.kraken.com/app/trade/btc-usd  https://pro.kraken.com/app/trade/eth-usd  https://farside.co.uk/?p=1518  https://unchainedcrypto.com/blackrocks-ethereum-etf-surpasses-1-billion-in-net-inflows/  09:17 Tron Taking Over? https://www.coingecko.com/en/coins/tron  14:57 Fear vs Greed In Markets https://x.com/Barchart/status/1825970627011817561  https://www.coinglass.com/pro/i/FearGreedIndex  19:53 Dems 2024 Platform Release https://x.com/BitcoinMagazine/status/1825571943891792289  https://x.com/RyanSAdams/status/1825620753783345308  https://x.com/RyanSAdams/status/1825625975528501711  https://x.com/RyanSAdams/status/1825619465339351144  https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources/  https://x.com/RyanSAdams/status/1825618904686739630  32:36 Trump Onchain https://blockworks.co/news/donald-trump-nft-royalties-memecoin-taxes  https://edition.cnn.com/2024/08/15/politics/read-donald-trump-financial-disclosure-forms/index.html  https://opensea.io/collection/trump-digital-trading-cards  39:02 Optimism Disabled Fraud Proofs? https://x.com/Optimism/status/1824560736657670314  42:47 Pump Dot Fun https://x.com/adam_tehc/status/1824994679265349802?s=46  45:33 McDonalds Memecoin? https://x.com/timo_bult/status/1826284191115530600  https://pump.fun/4BRummYdfvoEGQwYzTSmn5F6RyAFdrHUTFkeagobpump  50:02 Story $80 Million Raise https://www.story.foundation/  https://x.com/jasonjzhao/status/1826236451954286946  53:58 Sorella Labs $7.5 Million https://www.theblock.co/post/312222/paradigm-sorella-labs-ethereum-mev-problem?utm_source=twitter&utm_medium=social  57:20 Meme Of The Week https://x.com/vitalikbuterin/status/1826253901240431083?s=46    ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Today we're talking EVM, specifically how Mega ETH and Monad are planning to make Ethereum SUPER fast. We answer: 1 - Which is faster, more decentralized, and more censorship-resistant? 2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet? 3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition? ------ 🌊 KELP | Deposit ETH with Gain today https://kelpdao.xyz/gain/?utm_source=Bankless  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/54?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 00:00:00 Start 00:05:48 Intro To Monad 00:11:47 How Does Monad Fit Into Ethereum? 00:14:08 What is Mega ETH? 00:18:31 Similarites and Differences 00:21:38 Architectual Impact 00:28:58 Decentralization - Monad 00:34:56 Decentralization - Mega 00:39:43 Who's More Decentralized? 00:49:27 In Summary 00:57:24 Software Effeciency 01:06:50 Monolithic vs Modular 01:15:11 Community 01:28:37 Why Choose The EVM? 01:33:07 When Mainnet? ------ RESOURCES Lei Yang: https://x.com/yangl1996  Keone Hon: https://x.com/keoneHD  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

In this episode, Ryan is joined by Louis-Vincent Gave, a macro analyst with 7 bold investment ideas to help you navigate the chaos. From avoiding the bond market’s pitfalls to rethinking the 60/40 strategy and why Asia is the future, Louis' ideas are thought-provoking and actionable. Whether you’re worried about a recession or curious about crypto, these ideas will give you new insights into where to put your money. This and all Bankless content is never financial advice.  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/52  ------ TIMESTAMPS 0:00 Intro 4:43 Louis Intro 5:05 Louis Book & Theme 6:30 Current Decade Uncertain? 9:49 Crisis in Asia - 3 Anomalies 15:21 Bear Market: Crypto vs. Equity 23:05 Bond Investors Losing Money 26:25 Who’s Buying Bonds? 29:16 Pension Funds & Math 33:35 Current Safe Investments? 40:29 Current Ideal Portfolio 50:22 Equity U.S. vs. Others 54:00 Ryan’s Countertakes 55:10 Louis on U.S. Property Rights 57:25 Louis on U.S. Tech  1:00:56 U.S. vs. China 1:04:34 Non-U.S. Equity 1:06:32 Value Over Growth 1:11:04 What’s Warren Waiting For? 1:13:06 Home Bias & Base Case 1:18:46 Dollar Devaluing 1:24:18 Louis on Crypto 1:27:09 Bitcoin vs. Gold 1:28:20 Louis’s Dad & Crypto 1:29:30 Closing & Disclosures  ------ RESOURCES Louis  https://x.com/gave_vincent  https://web.gavekal.com/  https://evergreengavekal.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠

How in the world did Trump pivot to Pro-Crypto? David Bailey is the CEO and Cofounder of Bitcoin Media, which you might also know as Bitcoin Magazine He has just finished throwing the Bitcoin 2024 Conference, he’s been in Bitcoin since it’s inception and he’s now at the forefront of the world of politics where Bitcoin has been meaningfully intersecting with the Trump Administration. We talk mostly about Trump and his crypto policies. We then contrast it with Kamala Harris and the Democrats. And we finish with why David is so bullish on Bitcoin and why he has fallen in love with the idea of Bitcoin. ------ 🐡 PUFFER | CHECK OUT PUFFER UNIFI https://bankless.cc/PufferUnifi  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/51?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 0:00 Intro 6:51 Bitcoin 2024 10:43 Donald Trump 31:42 Trump’s Crypto Policies 47:44 Kamala Harris 54:26 Trump vs Kamala 1:01:15 The Bitcoin Idea 1:06:14 Closing & Disclaimers ------ RESOURCES David Bailey https://x.com/DavidFBailey   Bitcoin Media https://b.tc/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

Has the Bull Market even started yet? And if it hasn't, what does that mean for prices looking forward? We're thrilled to be joined by Ledger who walks us through some charts and describes where he thinks we're headed. ------ 📣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    ⁠ 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ----- ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/50?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 00:00 Start 05:37 BTC Dominance 11:04 Market Vibe Check 16:11 Price Discovery? 23:57 ETH BTC Ratio 30:28 Narrative Winds 40:24 Relative Weakness 46:01 Trading Strategy 48:54 DeFi Summer Breakout 52:43 Looking Forward ------ RESOURCES Ledger: https://x.com/ledgerstatus  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

This week in crypto, speculation swirled around a potential Kamala Harris pivot to crypto—could it be too late? Polymarket gives her a 10% chance against Trump.  Jeremy Allaire hinted at Tap to Pay with USDC on iPhones—coming soon?  BitGo’s wrapped Bitcoin drama might open doors for Coinbase. Optimism revealed plans to address fragmentation, while Eric Trump dives into digital real estate. Plus, the list of crypto's political prisoners grows—how can we support them?  ------ 🐡 PUFFER | CHECK OUT PUFFER UNIFY https://bankless.cc/PufferUnifi  ------ 📣 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    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/49   ------ TIMESTAMPS & RESOURCES 0:00 Intro 1:26 Argentina https://x.com/TrustlessState/status/1823437363898392792  https://x.com/smpalladino/status/1823476661473698063  https://x.com/TrustlessState/status/1823401536145514959  6:55 Markets https://dune.com/hildobby/btc-etfs  https://dune.com/hildobby/eth-etfs  https://farside.;0co.uk/?p=1518  https://x.com/sassal0x/status/1823265107310219469  https://apnews.com/article/inflation-prices-interest-rates-economy-federal-reserve-f8de2672173407d3a126cc13493fed85  https://x.com/kellyjgreer/status/1823871991490675137  14:25 Memecoin Metrics https://x.com/Adam_Tehc/status/1822411899843047651  https://x.com/TrustlessState/status/1822649650706563180  https://x.com/econoar/status/1822652061353468169  https://x.com/cobie/status/1822685974822027770  23:12 Can Crypto Get Kamala to Pivot?  https://x.com/Polymarket/status/1823801428416270455  https://polymarket.com/elections  https://www.theblock.co/post/310344/crypto-executives-meet-white-house-officials-to-discuss-policy-grievances-during-virtual-roundtable  https://www.foxbusiness.com/politics/crypto-executives-clash-democratic-leaders-heated-zoom-meeting  https://x.com/nic__carter/status/1821710798911054029  https://x.com/RoKhanna/status/1823109754706682135  https://www.coindesk.com/policy/2024/08/15/us-crypto-bill-can-happen-this-year-senates-schumer-tells-crypto-backers-of-harris/  https://x.com/jbrukh/status/1823904565101580776  35:19 Is it too late for Dem to win crypto votes? https://x.com/Crypto4Harris  https://www.standwithcrypto.org/politicians/person/tim---walz  https://www.binance.com/en/square/post/11669100139586  https://home.treasury.gov/about/general-information/officials/Wally-Adeyemo  https://x.com/intangiblecoins/status/1823338614618550382  https://x.com/nic__carter/status/1823343463464677558  https://x.com/CampbellJAustin/status/1823362155984388226  46:27 Does crypto votes even matter to Dems?  https://x.com/RyanSAdams/status/1823338739910758898  https://policy.paradigm.xyz/writing/Dem-polling  https://x.com/RadarHits/status/1823051375174967378  https://x.com/mikulaja/status/1821563686495862905  https://x.com/nic__carter/status/1821567272432836943  55:37 Ethereum L2 Updates https://x.com/cronos_chain/status/1823966639622324468  https://x.com/nebrazkp/status/1824098013880443013  59:48 Wrapped Bitcoin Drama https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844/4  https://x.com/mikebelshe/status/1822318651996877224  https://x.com/justinsuntron/status/1822370692014485937  https://x.com/coinbase/status/1823501582006411614  https://x.com/jessepollak/status/1823515062658830681  1:03:47 Superchain will become one chain! https://x.com/Optimism/status/1823073114366050695  1:06:41 Eric Trump reveals "Trump Project" focuses on digital real estate https://nypost.com/2024/08/14/us-news/eric-trump-previews-major-trump-org-move-into-crypto-as-he-charts-the-family-companys-future/  1:08:22 USDC is integrating with Tap-to-pay on iPhones!  https://x.com/jerallaire/status/1823772497969602981  https://x.com/jerallaire/status/1823822639036604914?s=46   1:10:53 MEME of the Week https://imgur.com/2Wgxr1P  1:12:18 Moment of Burden (Anti-Zen):  https://x.com/RyanSAdams/status/1823788207336526153  https://x.com/RyanSAdams/status/1823418719634141594  https://x.com/alex_pertsev/status/1822184616620339397  1:14:30 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠ 

Nate Silver is a statistician, writer, and political analyst, widely recognized for his accurate predictions of U.S. presidential elections. He's now released an exceptional new book titled, "On the Edge: The Art of Risking Everything." The book delves into the world of risk, game theory, cryptocurrency, artificial intelligence, and poker—fields where the stakes are high and the outcomes uncertain. One of the central themes of the book is crypto, which is why we were thrilled to have Nate join us. Nate is not just a respected analyst; he's one of us—a fellow degen who shares our passion for the unpredictable and the frontier. But he's also much more. Nate is an avid poker player, a sharp sports bettor, an interviewer of Sam Bankman-Fried, an NFT enthusiast, and an advisor to Polymarket. In today’s episode, he offers keen insights into the brewing battle between the crypto world and its traditional incumbents. ------ 📣DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-nate-silver-interview   ------ 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    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/48   ------ TIMESTAMPS 0:00 Intro 5:32 Nate is one of us 7:56 Nate’s POV on crypto  11:07 ‘The River’  17:35 ‘The Village’ 19:15 Riverian & Villager conflict  25:38 Is the River better? 34:16 Sam Bankman-Fried 52:23 Sam Altman 59:13 Prediction markets & Polymarket 1:06:56 2024 election predictions  1:09:01 Riverian’s betting Trump?  1:10:50 How do we navigate this? 1:15:09 Advice for the crypto industry 1:16:38 Closing & Disclaimers ------ RESOURCES Nate Silver https://x.com/NateSilver538   On the Edge  https://www.penguinrandomhouse.com/books/529280/on-the-edge-by-nate-silver/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠ 

Robinhood is the world’s most successful FinTech trading company. They have already conquered TradFi. What are they targeting next? In June, they announced the acquisition of Bitstamp, the oldest crypto exchange. They’re increasingly investing in crypto and we felt it was important to know their plans. We brought the co-founder Vlad Tenev and we had a wide-ranging conversation covering topics like tokenization, Robinhood’s Wallet and L2, payment for orderflow and MEV, the SEC Wells Notice and much more. ------ 🎬 DEBRIEF | Ryan & David Unpacking the Episode: https://www.bankless.com/debrief-the-vlad-tenev-interview   ------ 📣 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    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/47?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 0:00 Intro 6:35 Why Crypto 12:28 Robinhood Consumer Base 15:45 The Crypto Transition 24:52 Bitstamp Acquisition 34:10 Robinhood Wallet 40:43 Robinhood L2? 45:11 Payments 53:09 Robinhood vs SEC 1:04:29 Orderflow Business Model 1:11:05 Current Crypto Cycle 1:14:06 Vlad’s Vision 1:15:20 Closing & Disclaimers ------ RESOURCES Vlad Tenev https://x.com/vladtenev  Robinhood Crypto https://robinhood.com/eu/en/about/crypto/   Robinhood Credit Card https://robinhood.com/creditcard/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures  ⁠  

This week in crypto we saw markets…stumble? Then recover? Is the 2024 bull run over?  Elizabeth Warren is targeting prediction markets and the crypto community is pushing back, obviously. Meanwhile, SEC Chair Gary Gensler also faces setbacks…more L’s?  Zora’s latest release promises to shake up the NFT world.  And in a surprising twist, Trump's children have reportedly taken a keen interest in…DeFi…? ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod   ------ 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  🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol    ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance  🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/46  ------ TIMESTAMPS & RESOURCES 0:00 Intro 2:50 What happened to markets?  https://x.com/dougboneparth/status/1820448580290724222  https://www.cnbc.com/2024/08/05/carry-trades-a-major-unwinding-is-underway-amid-a-stock-sell-off.html  https://x.com/KobeissiLetter/status/1819753746202546478  https://x.com/radarhits/status/1820091232770572794  https://www.coindesk.com/markets/2024/08/08/kamala-harris-donald-trump-tied-on-polymarket-on-who-will-be-the-next-us-president/  https://x.com/WatcherGuru/status/1820554001450258522  https://x.com/KobeissiLetter/status/1820897733143585209  11:27 What happened since Monday https://www.reuters.com/markets/asia/boj-wont-raise-rates-when-markets-unstable-deputy-governor-says-2024-08-07/  https://x.com/peruvian_bull/status/1820999796334981126  https://x.com/NickTimiraos/status/1821532870529396989  https://x.com/Polymarket/status/1820869310119662035  https://x.com/KobeissiLetter/status/1820870572093448299  14:31 Bankless Episodes - Livestream & Tom Lee  https://www.youtube.com/live/CIbt2xlBJ5A?si=_60rGAl_9zzv-H0C  https://youtu.be/lD9774SuP3E?si=-a3Zmt-1r6aS22xq  22:24 Jump Capital is selling its crypto positions  https://x.com/lookonchain/status/1820321011730116636  25:17 Highest ETH ETF inflows since their launch https://x.com/zerohedge/status/1821143966462484640  https://x.com/TommyWorldPower/status/1821091488132165719  https://www.cnbc.com/2024/08/02/morgan-stanley-wealth-advisors-bitcoin-etfs.html  27:10 Why is ETH so weak? https://x.com/RyanSAdams/status/1821534234382627195  https://imgur.com/TsIvCPi  https://x.com/ceterispar1bus/status/1820842327901954453  33:38 Strong earnings for key crypto companies in Q2…what we can learn? https://s27.q4cdn.com/397450999/files/doc_financials/2024/q2/Q2-24-Shareholder-Letter.pdf  https://www.theblock.co/post/310136/robinhoods-q2-crypto-revenues-up-161-as-trading-volume-hits-21-5-billion  https://x.com/wazzcrypto/status/1786139849197551637  36:56 Are Prediction Markets bad? Sen. Warren thinks so https://www.merkley.senate.gov/wp-content/uploads/CFTC-Letter-FINAL.pdf  https://x.com/mansourtarek_/status/1820486209031766204  https://x.com/matthew_d_green/status/1821146583955583068  https://x.com/iamDCinvestor/status/1821361435449962562   https://x.com/hasufl/status/1820818054621622673  https://x.com/LWarho/status/1820888617469771813  https://x.com/Domahhhh/status/1821208004529942713  https://x.com/TrustlessState/status/1821178136282726643  48:02 Zora protocol now creates pools on Uniswap! https://x.com/js_horne/status/1821215028457967757  https://x.com/haydenzadams/status/1821229811689517401  https://x.com/tbtstl/status/1821217611935273368  50:11 Ripple Labs settled with SEC & More Ls https://x.com/EleanorTerrett/status/1821276946921345341  https://x.com/lex_node/status/1821282897921503742  https://x.com/bgarlinghouse/status/1821289051191963861  https://storage.courtlistener.com/recap/gov.uscourts.nysd.599908/gov.uscourts.nysd.599908.150.0.pdf  https://x.com/RyanSAdams/status/1821169925769044250  https://x.com/EleanorTerrett/status/1820540465609130052  53:25 Were Eric and Donald Trump Jr DeFi-pilled? https://x.com/EricTrump/status/1820906993802211751  https://x.com/DonaldJTrumpJr/status/1821164331020517596  55:04 Where did Brian Armstrong’s co-founder go?  https://x.com/fehrsam/status/1820859394361610338  57:10 MEME of the Week https://media.discordapp.net/attachments/1257324353301905579/1270790505357115674/image0.jpg?ex=66b5a422&is=66b452a2&hm=33fc015ff27ad80a11172c464d2edb054bd418d5234be0088788f6946593404f&=&format=webp&width=1620&height=1843  58:28 Closing & Disclosures ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠ 

In today’s episode, we tackle the big question: with the massive sell-off earlier this week, is the bull market over?  Our guest, Tom Lee, doesn’t think so. We aim to answer several key questions: Why did markets take a hit on Monday? Is there more pain to come? Is the bull market truly over? What about the possibility of a recession? What are the arguments for both the bear and bull cases? And finally, Tom's Price Predictions. ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod   ------ 🐙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    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku    ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/45?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 00:00 Intro 04:51 Welcome Tom Lee 09:39 How Bad Was This Really? 13:12 Is It Over? 19:22 What Happens Next? 22:22 Carry Trade Risk 23:52 The Recession Case 28:00 Comparing To The Past 31:35 Why Tom Was Right 36:05 Wall St Temp Check 40:42 BTC And ETH Price Predictions 43:14 Election Impact ------ RESOURCES Tom on X: https://x.com/fundstrat  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ 

What on earth is going on with markets around the world?! We break it all down live on stream. What just happened, what does it mean, and where we go from here. ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod  ------ 🐙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   🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol 🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku ------ TIMESTAMPS 00:00:00 What Just Happened? 00:07:57 Explaining The Yen Carry Trade 00:12:08 Crypto Charts 00:24:13 What About ETFs? 00:29:02 How Did DeFi Hold Up? 00:35:35 LRT Ecosystem 00:38:23 Price Guesses 00:49:00 Monetary Policy Updates 00:55:00 Buffett Is Dumping 00:55:46 Bullish Setup? 01:00:17 Positioning Yourself ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

Do we have a right to own crypto assets? We brought the perfect guest that walks us through the Constitution and the Bill of Rights in order to make the case for our already existent constitutional right to Crypto. Richard is the Deputy AG for the State of Oklahoma for Technology & Digital Assets. He’s an economist at heart, turned legal and crypto native, working to make Oklahoma the most crypto friendly state in the union. ------ 📣 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    ⁠  🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol  🗣️TOKU | CRYPTO EMPLOYMENT  https://bankless.cc/toku  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/43?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ TIMESTAMPS 0:00 Intro 7:47 Constitution 101 11:08 The Bill of Rights 16:51 The Right to Crypto 30:23 1st Amendment 42:29 2nd Amendment 50:29 4th Amendment 1:02:20 5th Amendment 1:11:54 3rd Amendment 1:18:51 9th & 10th Amendment 1:27:00 6th, 7th & 8th Amendment 1:30:12 How to Secure Our Rights 1:37:18 Why Fight in the US 1:43:16 The Oklahoma Case 1:46:18 Closing & Disclaimers ------ RESOURCES Richard Jackson https://x.com/RickJacksonOK ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠  

At The Bitcoin Conference in Nashville, Trump delivered a speech that resonated big time with the crypto community. What was it that he said to generate the loudest cheer? Meanwhile, ETF flows continue unabated, with ETH seeing its first day of net inflows coinciding with BTC’s first net outflows in some time – is this a coincidence or just noise? And finally, California is transitioning car title transfers to... Avalanche?   ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod    ------ 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    🌐 OBOL | STAKE ON DVs, SCALE ETHEREUM https://bankless.cc/obol    ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance    🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku    ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/42?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E    ------ « TIMESTAMPS & RESOURCES 00:00:00 Intro   00:02:24 ETF Flows https://dune.com/hildobby/btc-etfs  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’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.  ------ 📣 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    ⁠ 🦄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    

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.    ------ 📣 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    ⁠ 🦄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 ⁠  

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. ------ 📣 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    ⁠  🦄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  

Bankless Friday Weekly Rollup 4th Week of July 2024 ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod   ------ 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  ⚡️ 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/39?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ 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

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.  ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod   ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🦄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 ⁠ 

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. ------ 📣 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    ⁠  🦄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  ------ CHAPTERS ------ 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 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. ------ 📣 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    ⁠  🦄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/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   

Bankless Friday Weekly Rollup 3rd Week of July 2024 ------ 🍵MATCHA | NEW PRICING ENGINE https://go.0x.org/matcha-v2-pod   ------ 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  ⚡️ 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 

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? ------ 📣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  🦄 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

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 ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/32?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  ⚡️ FUEL | EARN FUEL POINTS https://bankless.cc/fuel  ⚖️ ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  🗣️ TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku  ------ 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 

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  ------ 📣 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    ⁠ 🦄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 ⁠ 

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  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  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 

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  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/28  ------ 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 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   

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  ------ 📣 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    ⁠  🦄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 ⁠  

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    ⁠  🦄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 & 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 

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   ------ 📣 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   ⁠ 🦄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 ⁠ 

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  

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 

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 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 

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 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  

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    ⁠  🛞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 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 

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    

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.  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/16  ------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise    ------ 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 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 ⁠ 

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  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/15?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 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 ⁠  

Bankless Friday Weekly Rollup  2nd Week of June 2024 ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x9171d31d50857506ebf5c2f20e5690a126ea6687/2  ------ 📣STAKEWISE | LIQUID SOLO STAKING https://bankless.cc/Pod_StakeWise    ------ 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 & 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 

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  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/14?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ 📣 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    ⁠  ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance    🏠 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/  🔗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 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  ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/13?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ 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 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  

“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. ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/11?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ 🎬 DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-the-luke-gromen-interview  ------ 📣 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    ⁠ ⚡️ CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiGovernance    🏠 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/  🔗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   

Bankless Friday Weekly Rollup  1st Week of June 2024 ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/12?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E  ------ 📣 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 | 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 ⁠ 

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 

✨ 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. ------ 📣 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  🌐 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   Justin Drake https://twitter.com/drakefjustin   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠    

✨ 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/  ------ 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 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  00:11:09 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  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 

✨ 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.  ------ 📣 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    ⁠ 🗣️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 ⁠  

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

✨ 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. ------ 📣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  🛞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 

✨ 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 

✨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  ------ 📣 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 & 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 

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  ------ 📣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  🛞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 ⁠

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

✨ 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 ⁠  

The Bankless Friday Weekly Rollup Third Week of May ------ 📣 TRANSPORTER - SECURED BY CHAINLINK CCIP | TRY IT OUT https://www.transporter.io/  ------ 🎙️ 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    🛞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 & RESOURCES 00:00:00 Start 00:01:58 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    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 

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 ⁠ 

✨ 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   

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 

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 

✨ 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 Eric Wall https://twitter.com/ercwl   Taproot Wizards https://taprootwizards.com/   ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠    

✨ 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 ⁠   

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 

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 

“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://bit.ly/4bSZgWP   🔗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 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   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 

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: 🐙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 | 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 

✨ 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 ⁠  

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 ⁠ 

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  🏠 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 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 

✨ 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    🏠 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    🔐 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  

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  🏠 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 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

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  ------ 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  🏠 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 5:00 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 ⁠ 

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  🏠 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 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 

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 🏠 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 5:28 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 ⁠  

✨ 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  

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 ⁠ 

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 ⁠ 

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 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 

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  

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 ⁠

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 

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 

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  

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  

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 

✨ 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  

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  

✨ 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 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

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 

✨ 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 

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 ⁠ 

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: 🐙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 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

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. ------ ➡️ Apply to the Cartesi Grants Program here:  https://bankless.cc/Cartesi  ------ 🎧 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  🦄 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  

✨ 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. ------ 🏹 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    ⚖️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  

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: 🐙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 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 

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

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: 🐙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 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

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. ------ 🏹 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    ⚖️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  

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: 🐙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 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 

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    ⁠   🔗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 🦄 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 

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 http://smarter.uniswap.org/   🔗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 Justin Drake https://twitter.com/drakefjustin   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 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 Nic Carter https://twitter.com/nic__carter   ------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy 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 

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. ------ 📣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 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 

Last Week of February 2024 ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024   ------ 📣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 3:01 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  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  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 

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: 🐙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 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 

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 

✨ 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. ---- 📣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 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  

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  

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

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  

Today on the show we're joined by Luca Netz, the new owner of Pudgy Penguins.  Luka 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 ⁠

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 

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 ⁠ 

✨ 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 

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 

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 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 ⁠

✨ 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 

✨ 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 Justin Drake https://twitter.com/drakefjustin   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

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.com/Celo  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ------ 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 

$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.com/Celo  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ------ 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 

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.com/Celo  🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/toku  🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle  ------ 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  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  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?? 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.com/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

✨ 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.com/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 

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.com/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

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 ⁠ 

✨ 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 

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

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 ⁠ 

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 

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 

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

✨ 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 ⁠   

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 

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 

✨ 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

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 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 

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 

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 

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

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://bankless.cc/Celo   🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION https://bankless.cc/Toku   ——— 0:00 Intro 3:10 David in Argentina https://x.com/TrustlessState/status/1737955700415037856 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 

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 

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 

✨ 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 

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 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 

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 

✨ DEBRIEF | Ryan & David unpacking the episode: https://www.bankless.com/debrief-vitalik-philosophy ------ This past year there’s been a great societal wide debate: Tech-acceleration (e/acc) vs deacceleration.  Should we continue the path toward AI or are the robots going to kill us? We’ve been hoping Vitalik would weigh in on this debate ever since our episode Elizer Yudkowski —now he has, so what’s Vitalik’s probability of AI doom? ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2  ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask  ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum  ⁠ 👾GMX | V2 IS NOW LIVE  https://bankless.cc/GMX 🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo  🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap ------ 0:00 Intro 3:50 The Technology Conversation 15:30 The Accelerationist View 30:30 The AI Problem 38:30 8 Year Old Child 44:00 AI Doom 51:00 d/acc 1:08:30 Improving the World 1:16:45 e/acc 1:20:30 Crypto Tribes 1:27:00 Direction and Priorities 1:30:50 Closing Optimism ------ Resources: Vitalik's Techno-Optimism: https://vitalik.eth.limo/general/2023/11/27/techno_optimism.html Tweet Thread: https://x.com/VitalikButerin/status/1729251808936362327?s=20 Techno-Optimist Manifesto: https://a16z.com/the-techno-optimist-manifesto/ ------ More content is waiting for you on Bankless.com 🚀  https://bankless.cc/YouTubeInfo

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 

Celestia’s token ($TIA) just dropped. Highlighted by its modular data availability network the crypto community has showed a lot of excitement around this launch. Why? What is so valuable about Celestia? What is its vision for crypto? How, if successful, will Celestia change the crypto landscape?  Today, on Bankless We’re talking to two Celestia CoFounders Mustafa and Ismail to explore the thesis behind Celesia. So, strap yourselves in, put on your learning cap, because we’re going to learn about Celestia in today’s episode.  ----- 🏹 Airdrop Hunter is HERE, join your first HUNT today https://bankless.cc/JoinYourFirstHUNT  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE ⁠https://k.xyz/bankless-pod-q2   ⁠ 🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING ⁠https://bankless.cc/MetaMask   ⚖️ARBITRUM | SCALING ETHEREUM ⁠https://bankless.cc/Arbitrum   ⁠ 👾GMX | V2 IS NOW LIVE  https://bankless.cc/GMX  🔗CELO | CEL2 COMING SOON https://bankless.cc/Celo   🦄UNISWAP | ON-CHAIN MARKETPLACE ⁠https://bankless.cc/uniswap  ------ TIMESTAMPS 0:00 Intro 4:10 What is Celestia?  6:12 The Modular Thesis 9:00 Celestia & Ethereum Relationship  18:27 Economics of Celestia  21:21 Celestia’s SDK 26:31 Celestia’s Capital Power  28:15 $TIA  32:18 Blob Stream 34:30 Celestia Endgame 36:18 Current & Future Projects on Celestia  41:15 Celestia’s Vision  43:55 Closing & Disclaimers   ------ RESOURCES Mustafa https://twitter.com/musalbas  Ismail https://twitter.com/KreuzUQuer  Celestia https://celestia.org/learn/  Vitalik’s Endgame  https://vitalik.eth.limo/general/2021/12/06/endgame.html  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures ⁠   

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 

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 

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 

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

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 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 

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 ⁠ 

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 

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 ⁠ 

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 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 

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 ⁠  

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 

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 

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 

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

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  

Bankless Weekly Rollup  2nd 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 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 

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? 🏹 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  4:15 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 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 

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 

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 

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 

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   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 

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

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 

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

🚨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 

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

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 

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 

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  

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

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 

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

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 

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 

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  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  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 

Joining us today is the Head of Research at Coinbase, David Doung, 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 

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 

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

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 

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 

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  

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 

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 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 ⁠ 

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 ⁠ 

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 

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 

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 ⁠ 

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 ⁠

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 

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  52:20 Roman Storm Pleads Not Guilty https://cointelegraph.com/news/tornado-cash-cofounder-pleads-not-guilty  50:20 Polygon launches their “Supernets” kit for  https://twitter.com/sandeepnailwal/status/1696618823422529898 54:35 Arbitrum released Stylus https://twitter.com/OffchainLabs/status/1697232795268177987  https://twitter.com/CryptoIsCute/status/1697647185561866382  56:30 StarkWare's Stone Prover now open sourced https://twitter.com/Starknet/status/1697504345485381652  57:00 RocketPool two major upcoming upgrades  https://twitter.com/drjasper_eth/status/1698554983837282750  57:30 Kevin Owocki is returning to Gitcoin https://twitter.com/owocki/status/1699056199445221437  58:14 Justin Bieber is releasing NFT collection  https://anotherblock.io/drops/justin-bieber-company  1:00:20 Fidelity released an Investment Thesis for Ethereum https://twitter.com/RyanSAdams/status/1697364409755029860  1:03:10 Binance is delisting privacy coins in Belgium  https://twitter.com/mister_ch0c/status/1699290391168618722  1:04:00 MetaMask introduced bank and PayPal cash-out options https://portfolio.metamask.io/  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 ⁠ 

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 ⁠

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  ----- TIMESTAMPS & RESOURCES 0:00 Intro 5:24 MARKETS https://pro.kraken.com/app/trade/btc-usd  9:36 Layer 2 Check https://l2beat.com/scaling/summary  13:45 Anthony's Bullish Predictions https://twitter.com/sassal0x/status/1696162071715422442?s=20  32:41 Grayscale Beats the SEC https://www.bankless.com/grayscale-beats-the-sec https://www.docdroid.net/vrehbKf/dc-cir-22-1142-01208547571-0-pdf  36:53 Takes on the Case https://twitter.com/jchervinsky/status/1696544309699363201?s=20  43:27 Are NFTs Securities? https://www.sec.gov/news/press-release/2023-163  45:59 IRS Proposal for Digital Brokers https://home.treasury.gov/news/press-releases/jy1705  49:37 US HOSTILITY TO CRYPTO https://twitter.com/zkmattwyatt/status/1695190244516319564?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g  https://twitter.com/AntonioMJuliano/status/1695160970111300053  54:29 Roman Storm Released on Bail https://twitter.com/brianeklein/status/1694779420731658700?s=20  55:26 Farcaster V3 https://twitter.com/dwr/status/1695187576003645873  57:41 Lido Almost 33% https://twitter.com/RyanSAdams/status/1696220879976284511  1:09:10 AMEX Gives out POAPS https://twitter.com/mamb0san/status/1695458362237034957  1:09:46 X Gets Currency Transmitter License https://twitter.com/BitcoinMagazine/status/1696587745089540494  1:11:47 DCG to Deliver Recoveries https://twitter.com/DCGco/status/1696506972781138275?s=20  1:14:28 Bitboy Crypto Boots Bitboy https://twitter.com/Bitboy_Crypto/status/1696184571279159401?t=R1qQjJ06kpariGkBKzbjrw&s=19  1:17:01 Instadapp Multisig https://twitter.com/Instadapp/status/1696537797916799035?s=20  1:20:56 Questions From the Nation https://discord.com/channels/615592155481767941/1058053004705669211/1145795932575760565  https://discord.com/channels/615592155481767941/1058053004705669211/1146193895345111162  1:31:13 Takes of The Week https://twitter.com/neerajka/status/1346836020927619077?s=46  https://twitter.com/cburniske/status/1695583389167075822?s=20  https://twitter.com/RyanSAdams/status/1696618835518857610?s=20  1:35:29 What Are We Bullish On? 1:39:08 Meme of The Week https://twitter.com/CryptoCred/status/1696041243061420108  1:40:17 Check out The Daily Gwei! 1:42:00 Moment of Zen ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠  

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%E2%81%A0    👾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 

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 ⁠

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 

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 ⁠ 

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 

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 

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 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 

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%E2%81%A0   👾STADER LABS | ETHX LIQUID STAKING https://bankless.cc/Stader  ----- TIMESTAMPS & RESOURCES 0:00 Intro 3:46 MARKETS 4:52 L2 Beat Check https://l2beat.com/scaling/summary  5:44 US GDP Aint Bad https://www.reuters.com/markets/us/atlanta-fed-model-lifts-us-third-quarter-gdp-view-58-2023-08-16/  8:38 Base Activity UP https://l2beat.com/scaling/projects/base  13:51 Permissionless Party! https://media.discordapp.net/attachments/1141000052253397112/1141127988935655485/BK_invite.jpg?width=1620&height=2096  18:00 Friend.Tech https://twitter.com/BanklessHQ/status/1690137625414569986?s=20  https://twitter.com/_ThePinkyToe/status/1691818070317081080?s=20  https://twitter.com/0xfoobar/status/1689961952007561216  24:36 FriendMEX https://friendmex.com/  https://twitter.com/nnnnicholas/status/1691591282395619686?t=aB2QdT8F3LV0pNh1rZCCDA&s=19  31:31 SEC vs. Coinbase https://dailyhodl.com/2023/08/14/blockchain-association-supports-coinbase-in-amicus-brief-filing-says-sec-short-circuiting-legislative-process/  https://twitter.com/MetaLawMan/status/1690355411373772800  35:36 SBF In Jail https://storage.courtlistener.com/recap/gov.uscourts.nysd.590939/gov.uscourts.nysd.590939.200.0.pdf  https://finance.yahoo.com/news/the-existence-is-pretty-bleak-the-harsh-conditions-sam-bankman-fried-will-face-behind-bars-202511231.html  https://twitter.com/MetaLawMan/status/1691200324269228032  41:37 Fraud Proofs! Do they matter? https://twitter.com/MattFiebach/status/1691600391635427360?s=20  https://twitter.com/koeppelmann/status/1690395159538634753?s=20  https://twitter.com/DCbuild3r/status/1691610447663735288?s=20  50:21 Gitcoin partnered with Shell https://twitter.com/gitcoin/status/1691092823872073728  https://imgur.com/ekdl7LP  https://twitter.com/owocki/status/1691488210315288576  54:56 CoW Swap releases TWAP orders https://twitter.com/CoWSwap/status/1692152855694803112?s=20  56:07 Visa testing onchain payments https://twitter.com/digitalmustafa/status/1689741716084215809?s=20  58:24 Argentina's Pro Crypto Candidate https://www.thestreet.com/cryptocurrency/argentina-pro-bitcoin-candidate-javier-milei  1:00:05 Donald Trump's Crypto Wallet https://twitter.com/ArkhamIntel/status/1691875444809781337?s=20  1:01:59 3AC in trouble again https://twitter.com/CoinDesk/status/1691791478815641859?s=20  1:03:38 Bankless Airdrop Hunter! https://bankless.cc/JoinYourFirstHUNT  1:09:26 BitGo Raises https://www.coindesk.com/business/2023/08/16/bitgo-raises-100m-after-scrapping-prime-trust-deal-bloomberg/  1:12:35 Questions from the Nation https://discord.com/channels/615592155481767941/1058053004705669211/1138917318899027988  1:17:54 Takes Of The Week https://twitter.com/pythianism/status/1690106630610829312?s=46  1:20:10 What Are We Bullish On 1:25:21 Meme Of The Week https://twitter.com/josephdelong/status/1691961456491639022?s=20  1:26:40 Outro and Disclosures ----- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠   

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 ⁠

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 produc