Bankless

By Bankless

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Jonathan
 Jun 5, 2022

Description

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

Episode Date
Senator Pat Toomey's Concerns about the SEC & Crypto
37:18

We brought on our first United States senator, Sen. Toomey. He's a senator from Pennsylvania, a ranking member of the Senate Banking, Housing, and Urban Affairs committees. He's also crypto-friendly.

Hear how Capitol Hill is digesting the FTX collapse, what America's crypto competition looks like currently, and what it might look like if we still have no regulatory clarity. And finally, what you can do to impact our government's view on crypto.

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Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura 

------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Timestamps:

0:00 The Big Picture
3:40 America's Competitors
6:10 The FTX Collapse
8:50 Crypto Sentiment in Congress
13:00 We Want Reasonable Regulation
16:53 Lack of Clarity
22:15 Fallout from Contagion
24:25 Hope for Solutions
27:48 Preventing Sloppy Legislation
31:06 Cautious Optimism

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Resources:

Sen. Pat Toomey
https://twitter.com/SenToomey 

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

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

Dec 01, 2022
Why Isn't Sam Bankman-Fried in Jail?
01:14:59

It's day 20 and SBF still isn't in jail. What gives? Ryan and David give their thoughts on why that may be and how this all might play out.

Also, stay tuned toward the end of the show for a special guest appearance from our boots-on-the-ground Bahamas correspondent to give their take from the belly of the beast.

------
Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura 

------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------
Timestamps:

0:00 Intro
5:44 SBF to Prison?
https://fortune.com/crypto/2022/11/13/could-sam-bankman-fried-go-to-prison-for-the-ftx-disaster/ 
9:00 Criminal Misconduct
https://twitter.com/RBPFPolice/status/1591864528291221504 
10:25 1M Creditors
https://www.cnbc.com/2022/11/15/ftx-says-could-have-over-1-million-creditors-in-new-bankruptcy-filing.html 
14:21 Alameda Backend
https://www.cnbc.com/2022/11/13/sam-bankman-frieds-alameda-quietly-used-ftx-customer-funds-without-raising-alarm-bells-say-sources.html 
16:30 SBF Backdoor
https://www.reuters.com/markets/currencies/exclusive-least-1-billion-client-funds-missing-failed-crypto-firm-ftx-sources-2022-11-12/ 
17:28 Buying Properties
https://www.reuters.com/technology/exclusive-bankman-frieds-ftx-parents-bought-bahamas-property-worth-121-mln-2022-11-22/ 
18:35 $1B Personal Loan
https://www.bloomberg.com/news/articles/2022-11-17/ftx-s-bankman-fried-received-1-billion-loan-from-alameda 
19:08 Cashing Out $300M
https://www.coindesk.com/business/2022/11/18/sam-bankman-fried-cashed-out-300m-in-previous-funding-round-wsj/ 
21:40 NYT Puff Piece
https://twitter.com/nytimes/status/1592296341346320384 
https://twitter.com/TrungTPhan/status/1592349684471037955 
24:15 Liz Hoffman of WSJ
https://twitter.com/lizrhoffman/status/1595184595409969153 
25:30 Alameda CEO
https://twitter.com/Forbes/status/1593615727512227840 
26:14 Pandemic Prevention
https://www.washingtonpost.com/health/2022/11/16/sam-bankman-fried-ftx-pandemic-prevention/ 
27:42 NYT Conference
https://www.news.com.au/finance/money/investing/sam-bankmanfried-to-appear-at-new-york-times-conference-despite-ftx-bankruptcy/news-story/2e02d2fd6e584cc5b3148d0f6ba14a2f 
https://twitter.com/andrewrsorkin/status/1595517635441090565 
https://twitter.com/WSBChairman/status/1595512773177446412 
https://twitter.com/MattWalshInBos/status/1596130827733188608 
https://twitter.com/elonmusk/status/1595591868275826688 
33:50 Grants to Media
https://twitter.com/teddyschleifer/status/1591191408589017088 
https://www.coinage.media/ 
https://www.youtube.com/watch?v=5g9ycHS0xtU 
https://techcrunch.com/2022/07/27/ftx-ceo-leads-trustless-medias-seed-round-to-help-build-community-owned-web3-shows/ 
41:00 Balaji Thread
https://twitter.com/balajis/status/1592661466012061696 
50:45 Political Donations
https://freebeacon.com/biden-administration/beleaguered-crypto-billionaire-was-hobnobbing-at-white-house-just-six-months-ago/ 
https://www.livemint.com/market/cryptocurrency/sam-bankman-fried-ftx-team-among-top-political-donors-before-bankruptcy-11669031663161.html 
https://twitter.com/dankeeler/status/1519780887893790724 
https://www.bloomberg.com/news/articles/2022-11-25/ftx-mcconnell-bankman-fried-super-pac-donation 
https://www.nytimes.com/2022/11/22/business/ftx-sam-bankman-fried-influence.html 
51:47 Returning Money
https://www.texastribune.org/2022/11/29/beto-orourke-sam-bankman-fried-ftx/ 
52:40 ON THE GROUND BAHAMAS CORRESPONDENT
55:25 Psychology Autopsy
https://www.nytimes.com/2022/11/15/technology/ftx-sam-bankman-fried-psychiatrist.html 
1:05:45 Why Isn't Sam Bankman-Fried in Jail?
1:14:30 Closing & Disclaimers

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

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

Nov 30, 2022
146 - Tim Ferriss on NFTs and 'Cockpunch'
02:06:21

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

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Tim Ferriss is a 5-time NYT best-selling author, an award-winning podcaster with over 900 million downloads, and a prolific angel investor. After nearly a year of work, he has finally begun to start talking about his secretive NFT drop.

What’s it about? Why’s he spending this next chapter of his life on NFTs? What alpha did he decide to drop on Bankless?

Also, Tim—like some of us, unfortunately—had money in FTX. We ask him about that and his advice for dealing with these tumultuous times.

------
📣 Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura 

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------
Timestamps:

0:00 Intro
7:20 Tim a Crypto Guy?
18:00 Tim’s Crypto Trepidations
26:32 What’s in Tim’s Control?
30:20 NFTs & Creative Expression
36:13 Evaluating NFTs
42:30 Tim’s Team
47:10 Tim’s NFT Origins
51:40 Why Tim’s Excited & World Building
1:03:13 Cockpunch
1:22:03 Cockpunch Utility
1:24:40 Supporting Science
1:30:26 Cockpunch Mint Details
1:41:43 Strategizing Cockpunch Community
1:49:46 Storytelling via a New Medium
1:53:00 Next Steps
1:54:10 Tim’s Advice on FTX
Closing & Disclaimers

------
Resources:

Trickster makes this world
https://www.goodreads.com/en/book/show/56450.Trickster_Makes_This_World 

Tim Ferriss
https://twitter.com/tferriss 

Cockpunch
www.cockpunch.com 

Saisei Foundation
https://saiseifoundation.org/ 

Fear Setting
https://tim.blog/2017/05/15/fear-setting/ 

The TAO of Seneca
https://tim.blog/2017/07/06/tao-of-seneca/ 

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

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

Nov 28, 2022
ROLLUP: Genesis, Grayscale, DCG Failure? | FTX Contagion Continues | Mango Solana Exploit
01:43:54

Thanksgiving 2022

------
📣 Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura

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

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

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

------
0:00 Intro

4:45 MARKETS
8:30 Down From ATH
https://messari.io/screener
12:55 Calling the Bottom
Cobie - https://twitter.com/cobie/status/1594635144207699969
14:10 Going Bankless
https://www.coingecko.com/research/publications/exchange-withdrawal-ftx-collapse
15:10 Uniswap Polygon ATH
https://twitter.com/sandeepnailwal/status/1594147481709080576
16:15 Profitable Ethereum
https://twitter.com/tokenterminal/status/1594818145402978304
20:20 Black Friday
https://newsletter.banklesshq.com/p/0d234f3f-792b-4d65-ab51-2841b16bbb14

25:00 Will Genesis Fail?
Barry’s Tweet - https://twitter.com/BarrySilbert/status/1408191462324441092
7 Million - https://twitter.com/GenesisTrading/status/1590391027214725120
FTX Exposure - https://twitter.com/GenesisTrading/status/1590836594382032896
Genesis Loan - https://twitter.com/AP_ArchPublic/status/1594386225200234496
Timeline - https://twitter.com/CryptoCred/status/1594818326282534912 
Emergency - https://twitter.com/fintechfrank/status/1594820487582023680 
Letter - https://twitter.com/tier10k/status/1595140018871631873 
Summary - https://twitter.com/TradFiWhale/status/1595235835431075842 

34:25 Genesis Summary
https://twitter.com/TradFiWhale/status/1595235835431075842 
41:05 Gemini Earn Update
https://decrypt.co/115270/gemini-still-working-genesis-digital-currency-group-unlock-user-withdrawals 
42:05 SEC Role
https://twitter.com/mikebelshe/status/1594368875482607617 
45:45 Grayscale Revenue
https://twitter.com/fintechfrank/status/1595205526127771648 

49:20 FTX Update
SBF Letter - https://twitter.com/lizrhoffman/status/1595183732989779970 
Contagion - https://research-assets.cbinsights.com/2022/11/17113850/FTX-Infographic-1117_2022-1.png 

54:00 FTX Hacker
On The Move - https://www.coindesk.com/tech/2022/11/20/ftx-exploiter-converts-millions-in-ether-to-alameda-linked-ren-bitcoin-tokens/ 
RenBTC - https://twitter.com/lawmaster/status/1594730133591662598 
58:40 SEC Scrutiny
https://www.theblock.co/post/189351/sec-facing-rising-scrutiny-after-ftxs-epic-implosion 

1:00:00 Mango Attack
Statement - https://twitter.com/avi_eisen/status/1581326197241180160 
Returned - https://twitter.com/mangomarkets/status/1581351549644591104 
Aave - https://twitter.com/AaveAave/status/1595168980993556480 
Curve Stable - https://twitter.com/0xAlunara/status/1595056270683377664 
Gauntlet - https://twitter.com/gauntletnetwork/status/1595174743891709953 

1:09:30 Staking Withdrawals
https://twitter.com/vdWijden/status/1595386746786779137 
1:10:45 Flashbots
Open Source - https://twitter.com/bertcmiller/status/1593668480951373827 
Censorship - https://twitter.com/VitalikButerin/status/1595198944623165448 
1:13:15 Polygon x Magic Eden
https://twitter.com/0xpolygon/status/1595056828538564609 
1:13:40 rETH in Maker
https://twitter.com/MakerDAO/status/1594700128920682503 
1:14:10 Arbitrum Decentralization
https://twitter.com/bkiepuszewski/status/1594754717330309120 
1:15:15 Bankless Collectible
https://twitter.com/BanklessHQ/status/1595104542428839936 
1:16:55 Alexey Prison
https://www.theblock.co/post/189086/tornado-cash-developer-alexey-pertsev-to-be-detained-another-three-months-in-amsterdam 
1:18:45 JPMorgan Trademark
https://twitter.com/Blockworks_/status/1594676000000212992 
1:19:20 OP Coinbase Withdrawals
https://twitter.com/MSilb7/status/1595384920322482184 
1:19:48 New York BTC
https://www.cnbc.com/2022/11/23/new-york-governor-signs-law-cracking-down-on-bitcoin-mining.html 
1:21:00 Across
https://twitter.com/AcrossProtocol/status/1595466083913199616 

1:21:20 Jobs
https://pallet.xyz/list/bankless/jobs 

1:24:00 Talking to Family
https://newsletter.banklesshq.com/p/fcaac3a4-5905-47ab-a580-1af82f1255af 

TAKES
1:31:45 Genesis Chapter 11
https://twitter.com/RyanSAdams/status/1594820199806631936 
1:33:10 8 Year Winter
https://twitter.com/CryptoHayes/status/1594996079015116806 
1:33:50 Bull Ponzi
https://twitter.com/TrustlessState/status/1595170691917041664 

1:35:50 What David’s Thankful For
1:37:45 What Ryan’s Thankful For

1:41:50 MEME of the Week
https://twitter.com/TheFutureisDAO1/status/1594680888767422465 

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

Nov 25, 2022
Genesis & DCG Meltdown? | Was 2021 Just a Gigantic PONZI?
01:50:56

Is Genesis the next domino to fall in the 2022 Contagion? As one of the biggest lending desks in the industry, what does it mean for Genesis to be in danger?

In this episode, we dive into David's conspiracy theories about unravelling ponzi schemes and the death of the bull market. Has David figured it all out?

------
Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura 

------
 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

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

-----

0:00 Intro
4:30 Barry Silbert in 2021
7:00 The Pyramid
11:30 Who Made the Money?
16:15 The Yield Game
23:00 The Players
27:00 Arbitrage
35:45 Deploying
41:00 The Macro Picture
45:00 Terra Luna Crater
48:30 The Blow-off Top
54:00 The GBTC ETF
58:00 3AC Liquidated
1:02:00 Saviors FTX and Genesis
1:05:30 FTX Threatened
1:09:50 Greyscale vs SEC
1:13:00 SBF Crumbles
1:20:00 SEC's Role
1:25:20 The Genesis Domino
1:32:00 Is this it?
1:36:00 2021 Was a Scam
1:40:00 Hitting the Reset Button
1:44:00 Comparing Bear Markets
1:47:00 Looking Forward

-----
Resources:

Barry Silbert Tweet
https://twitter.com/BarrySilbert/status/1408191462324441092 

Bull Market Pyramid
https://docs.google.com/drawings/d/1BoRcwjJx3yp1UG9G2eFMNEzKDG4ufThLI1_JR1wk2y4/edit?usp=sharing 

Who Made the Money?
https://twitter.com/TrustlessState/status/1590483734650056706 
https://twitter.com/bmcmillan888/status/1590516943211368449 

GBTC
https://www.sec.gov/Archives/edgar/data/1588489/000110465921000026/tm2039668d1_sc13ga.htm 
https://miro.medium.com/max/4800/1*Axga-kkSolJ1eG0VfdRE_A.webp 

Investing into AVAX
https://www.theblock.co/post/117895/polychain-three-arrows-capital-lead-230-million-avalanche 

Solunavax
https://twitter.com/zhusu/status/1471807725742931969 

Inflation
https://www.cnbc.com/2022/02/10/january-2022-cpi-inflation-rises-7point5percent-over-the-past-year-even-more-than-expected.html 

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

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

Nov 23, 2022
145 - Is the Fed Corrupt? with Christopher Leonard
01:28:40

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

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How is money created? Why? Whose job is it? We often discuss the Federal Reserve, and in this episode, we’re doing a deep dive into what the Fed is—its origins, its purpose, and ultimately, its concerning behavior.

What do we do about this institution? Something has to change, but what is the path forward?

Joining us to answer these questions is Christopher Leonard, investigative journalist and author of The Lords of Easy Money.  

------
📣 Infura | Join the New Decentralized Infrastructure Network
www.bankless.cc/infura 

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

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

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

------
Timestamps:

0:00 Intro
5:30 Should We Be Worried?
8:35 This is Insane
15:30 Origins of the Fed
23:50 A Young Fed
30:40 From Gold to Fiat
35:50 A Tool of the State
43:25 Incentives and Structure
47:25 Against Ben Bernanke
55:20 Institutional Pressure
59:30 Jay Powell
1:05:20 Banking Pressure
1:12:30 Political Actors
1:16:30 The Terminal Point
1:20:40 What Comes Next?
1:24:00 What to do about the Fed
1:29:15 The Legacy of the Fed

------
Resources:

Christopher Leonard
https://twitter.com/CLeonardNews?s=20&t=2hDVEsJqii7nFVkuwxDPvQ 

The Lords of Easy Money
http://www.christopherleonard.biz/ 

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

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

Nov 21, 2022
Alpha Leak | The Bull Case for zkBTC
01:18:57

In this episode, David is joined by John Light of Sovryn and Eric Wall, who moonlights David on the Bitcoin technical details throughout the interview.

The three go over the bull case for ZK-Rollups on Bitcoin. It’s undoubtedly the frontier.

------
📣 Infura | Join the New Decentralized Infrastructure Network Early Access Program
www.bankless.cc/infura 

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Topics Covered

0:00 Intro
5:10 John’s Background
8:24 How zkBTC Works?
11:00 Eric’s Interest
15:43 A Better Lightning Network?
21:33 Rollups on ETH vs. Lightning Network
25:50 Rollup Potential
29:24 Optimism
32:15 Expressivity
43:53 Limitless Bitcoin Applications
46:29 Layer 3 Protocols
50:25 What Needs to Happen
52:05 Forks & Flippening Effects
58:00 Proof Systems & Recursive Covenants
1:09:40 Next Steps
1:12:00 Research
1:14:12 Eric’s Thoughts on Bitcoin
1:16:50 Closing & Disclaimers

------
Resources:

John Light
https://twitter.com/lightcoin 

Eric Wall
https://twitter.com/ercwl 

Validity Rollups on Bitcoin
https://bitcoinrollups.org/ 

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

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

Nov 18, 2022
ROLLUP: FTX Contagion | SBF Tweet Thread | Genesis Trading | Gemini Earn | StarkNet Token | Cosmos ATOM 2.0
01:29:00

3rd Week of November, 2022

------
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www.bankless.cc/infura 

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Bankless Sponsor Tools:

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

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

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

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

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

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

-----
Topics Covered

0:00 Intro

3:30 MARKETS
5:30 Bitcoin Miners
https://twitter.com/caprioleio/status/1591024605640019968 
7:30 Burniske Calls Bottom
https://newsletter.banklesshq.com/p/5-reasons-this-could-be-the-crypto 
13:30 CeFi Ded
https://twitter.com/haydenzadams/status/1592188164218707969 

16:00 SBF
https://twitter.com/SBF_FTX/status/1593014949487730688 
23:20 Vox Interview
https://www.vox.com/future-perfect/23462333/sam-bankman-fried-ftx-cryptocurrency-effective-altruism-crypto-bahamas-philanthropy 
27:45 Summary Thread
https://twitter.com/GRDecter/status/1593272102047580161 
31:05 Alameda Mentality
https://twitter.com/PetrifyTCG/status/1591802968940199936 
32:40 Company Slack
https://twitter.com/AutismCapital/status/1592563378408796165 

34:40 New FTX CEO
https://twitter.com/kadhim/status/1593222595390107649 
36:30 It’s Bad
https://twitter.com/Dogetoshi/status/1593233836867194880 

CONTAGION
38:20 Genesis
https://twitter.com/genesistrading/status/1590836594382032896 
39:00 Fallout
https://twitter.com/DylanLeClair_/status/1592960066293927937 
42:20 BlockFi
https://twitter.com/BlockFi/status/1590875997351866368 
43:30 FTX Bailout
https://twitter.com/autismcapital/status/1591569275642589184 
44:20 Other Fallout
Galois - https://twitter.com/autismcapital/status/1591302842639593473 
Multicoin - https://twitter.com/TheBlock__/status/1592169646568144897 
Circle Yield - https://blockworks.co/news/gemini-circle-genesis-exposure/ 
45:45 Lazy DD
https://twitter.com/fintechfrank/status/1591656860276457472 

LEGAL
47:10 Committee Hearing
https://twitter.com/WatcherGuru/status/1592901815481249792 
47:50 Lawsuit
https://www.reuters.com/legal/ftx-founder-bankman-fried-sued-us-court-over-yield-bearing-crypto-accounts-2022-11-16/ 

REACTIONS
48:44 Proof of Reserves
https://decrypt.co/114482/binance-be-guinea-pig-vitalik-buterins-proof-reserves-protocol-cz 

50:30 Mainstream Reporting
SBF Donator - https://twitter.com/ryaneshea/status/1592403915718656000 
Blaming CZ - https://twitter.com/ColdBloodShill/status/1591850165446791168
COVID - https://twitter.com/Crypto_McKenna/status/1593190965917126657 

55:30 Twitter Coverage
https://twitter.com/brian_armstrong/status/1592689928038912000 
Hsaka - https://twitter.com/HsakaTrades/status/1592947452478656512 

57:50 3AC Redemption Arc
Kyle - https://twitter.com/KyleLDavies/status/1591704172600397824 
Su - https://twitter.com/zhusu/status/1590189369834758144 
Bali - https://twitter.com/SquawkCNBC/status/1592880370344919042 

1:02:00 StarkNet Token
https://medium.com/starkware/starknet-token-is-deployed-on-ethereum-f27f0000b00c 
1:03:15 USDC Apple Pay
https://thedefiant.io/usdc-apple-pay 
1:03:38 Solana Deprioritized
https://www.theblock.co/post/187970/binance-halts-solana-usdc-usdt-deposits 

1:04:25 NFTs
Yuga Beeple - https://www.theblock.co/post/187970/binance-halts-solana-usdc-usdt-deposits 
Nike - https://www.coindesk.com/web3/2022/11/14/nike-sprints-into-web3-with-new-swoosh-platform/ 
Sony - https://www.ign.com/articles/sony-patent-for-nft-and-blockchain-technology-uncovered 
1:05:55 Bankless Podcast Collectibles
https://collectibles.bankless.com/ 

1:09:30 Cosmos ATOM 2.0
https://blockworks.co/news/no-with-veto-cosmos-community-rejects-atom-2-0-white-paper 
1:10:06 CBDC Trial
https://thedefiant.io/as-skeptics-dance-on-cryptos-grave-the-fed-and-big-banks-launch-digital-ledger-project 

1:10:30 Releases
DeFiLlama - https://defillama.com/aggregator 

Permissionless - https://newsletter.banklesshq.com/p/discount-to-permissionless-2022 

1:13:00 Matter Labs
https://thedefiant.io/layer-2s-defy-market-angst-as-matter-labs-raises-200m 
1:13:37 CZ Investing
https://twitter.com/cz_binance/status/1592894516457279488 

1:14:00 Jobs
https://pallet.xyz/list/bankless/jobs 

TAKES
1:16:00 The Only Path
https://twitter.com/jchervinsky/status/1591236973347627010 
1:17:30 Stay Vigilant
https://twitter.com/ErikVoorhees/status/1591151576680652800 
1:18:50 Free Wizards
https://twitter.com/cburniske/status/1591183041837559808 

1:20:05 What David’s Bullish On
https://imgur.com/v8C9UnF 
1:25:00 What Ryan’s Bullish On

1:26:50 MEME of the Week
https://twitter.com/sassal0x/status/1590865451420389376 

Moment of Zen
https://twitter.com/songadaymann/status/1592963492713492481 

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

Nov 18, 2022
How We Rebuild with Jesse Powell of Kraken Exchange
46:45

In order to rebuild we must first learn or relearn (for some of us) the painful lessons of crypto’s past. It’s going to take more than beating the, “not your keys, not your crypto” drum.

Jesse Powell, Co-Founder of Kraken Exchange joins us to demonstrate how we can come together as a community to rebuild the open and inspiring crypto industry of our dreams.

------
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⚖️ ARBITRUM | SCALING ETHEREUM
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🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

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

-----
Topics Covered

0:00 Intro
4:38 Jesse’s Crypto Background
7:34 Relearning Painful Lessons
11:48 How Did We Get Here?
20:09 Things We Have Control Over
31:21 Striking the Right Balance
36:35 Proof of Reserves
43:55 Rebuilding
48:39 Zooming Out
50:35 Closing & Disclaimers

------
Resources:

Jesse Powell
https://twitter.com/jespow 

Proof of Reserves
https://www.kraken.com/proof-of-reserves 

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

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

Nov 17, 2022
How the FTX Meltdown Happened—explained by Castle Island's Matt Walsh
01:05:11

Where were the adults? How did SBF manage to get away with so much (thus far)? We brought on Castle Island's Matt Walsh to explain.

We're pissed. How are you feeling?

Matt gives us a breath of fresh air as he outlines the timeline of the rest of the contagion, how long the healing process will take, what happens next, and how we rebuild this industry we've all come to know and love.

------
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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️ ARBITRUM | SCALING ETHEREUM
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ACROSS | BRIDGE TO LAYER 2
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BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

------
Timestamps:

0:00 Intro
4:52 We're Pissed
9:52 Alameda Leveraged Data
13:34 Why Did We Accept This?
15:19 Regulators & Regulation?
21:55 Where Did the Money Come From?
24:42 The Human Destruction
26:35 Who Can You Trust?
30:51 What Will Regulators Do?
35:35 Will the Contagion Continue?
38:42 BlockFi
40:44 What Caused This?
45:10 Ego
47:50 What Should We Do Going Forward?
56:26 Who & Where Are the Adults?
58:33 How Long to Heal?
1:02:05 Is the Worst Behind Us?
1:03:55 Closing & Disclaimers

------
Resources:

Matt Walsh
https://twitter.com/MattWalshInBos 

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

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

Nov 16, 2022
Where do we go from here?
01:03:36

This is the craziest moment we’ve experienced in crypto. So many things to unpack. But the biggest question remains… where do we go from here?

------
 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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

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

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

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

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

------

Topics Covered:
0:00 Intro
6:30 One Week Later
13:00 Changing Perspective
17:25 Shaking Faith
21:20 Losing Funds
22:25 Sponsorships
27:30 Cronies
30:15 Regulators
34:30 The Content Treadmill
37:30 Richard Heart
39:45 Community Vibes
44:30 Staying Optimistic
50:25 Reflections

-----
Resources:
Sam’s Weird Twitter Behavior
https://twitter.com/SBF_FTX/status/1592275869825134593 

Sam’s Penthouse
https://www.99.co/singapore/insider/cryptocurrency-ftx-ceo-sam-bankman-fried-sbf-bahamas-penthouse-sale-usd40m/ 

FTX Corporate Structure
https://twitter.com/Leishman/status/1591800851236282368 
-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

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

Nov 15, 2022
144 - Web3 Is Going Great!! with Molly White
01:22:24

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

After many episodes, we finally brought on a crypto skeptic, Molly White! We brought Molly on to take us out of our crypto bubble, to challenge our assumptions, and to steelman the anti-crypto argument.

Molly White is an engineer, public goods contributor, and an extremely articulate crypto critic. She also runs the web3 skeptic website: https://web3isgoinggreat.com/

In today’s episode, Molly gives us her central claim on why web3 isn’t actually going so great, why she thinks tokens make everything worse, and why—despite acknowledging some of the good—Molly believes crypto is a net negative to the world…and probably will be in the near future.

P.S. Keep in mind, this episode was recorded on October 7, 2022 — way before any of the FTX meltdown occurred this past week.

------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

-----
Topics Covered

0:00 Intro
7:35 How Great is Web3 Really Going?
8:10 Headline Selection & Website Goals
12:50 Molly is Anti-Crypto
13:36 Crypto’s Promises
15:36 Are We Early?
17:35 Crypto’s Successes
20:23 Crypto’s Biggest Failures
21:50 Banks
26:22 Education Problem
28:10 The Future of Crypto
33:34 What’s Wrong with the Internet?
35:27 The Money Side of Crypto
37:38 Web2 to Web3
42:23 Starry-Eyed Optimism
54:04 Public Goods
1:02:00 Hyperfinancialization
1:05:55 Show Me Fix It
1:08:34 Environmental Impact
1:13:31 Crypto Idealists
1:16:52 Surveillance & Changing Business Models
1:20:40 Wikipedia
1:25:17 Decentralization
1:26:23 Advice For Crypto People
1:27:44 Closing, Resources, & Disclaimers

------
Resources:

Molly White
https://twitter.com/molly0xFFF 

web3 is going just great
https://twitter.com/web3isgreat 

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

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

Nov 14, 2022
ROLLUP: The SBF & FTX Aftermath | ETH Goes Ultra Sound | NEW Ethereum Roadmap | OpenSea Royalties
01:38:52

2nd Week of November

------
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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------

Timestamps:
0:00 Intro
4:29 BTC Price
5:50 ETH Price
6:10 ETH/BTC
6:33 Total Crypto Market Cap

7:43 ECONOMY
7:50 Inflation drops to 7.7% from 8.2% in September
https://twitter.com/WatcherGuru/status/1590698393260609536 
8:15 CPI Chart
https://www.nytimes.com/live/2022/11/10/business/inflation-cpi-report 
10:08 U.S. Election
12:10 Layoff SZN

14:20 UltraSoundMoney - 5000 ETH Burnt
https://ultrasound.money/ 

21:58 Surreal week….
https://twitter.com/RyanSAdams/status/1590474030263730176 
https://twitter.com/SBF_FTX/status/1590709200665333762 
https://unusualwhales.com/news/ftx-faces-liquidity-shortfall-of-up-to-8-billion-sam-bankman-fried-told-investors 
https://www.wsj.com/articles/ftx-tapped-into-customer-accounts-to-fund-risky-bets-setting-up-its-downfall-11668093732 
https://www.coindesk.com/business/2022/11/09/sam-bankman-fried-no-longer-a-billionaire-after-146b-overnight-wipe-out/ 
39:30 Tether freezes FTX USDT
https://twitter.com/Pentosh1/status/1590711432378621952 
40:18 Gensler and the SEC
https://twitter.com/colinwilhelm/status/1590694062490734593 
41:00 Captain hindsight
https://twitter.com/collins_belton/status/1590686389511028737 
42:25 Tom Emmer
https://twitter.com/RepTomEmmer/status/1590717374801809409 
44:25 Brian Armstrong take & ratio’ing sen warren
https://twitter.com/brian_armstrong/status/1590511022104010753 
45:45 Dogetoshi
https://twitter.com/Dogetoshi/status/1590736426068766721 
46:20 Larry
https://twitter.com/lawmaster/status/1590750976298090496 
47:00 Employee chatter
https://twitter.com/tackettzane/status/1590541872212357120 
52:20 THIS KEEPS HAPPENING
https://twitter.com/RichardHeartWin/status/1590689840068448257 

1:04:36 ETH
1:04:40 New Ethereum Roadmap
https://twitter.com/VitalikButerin/status/1588669782471368704 

1:06:30 NFTs
1:06:35 OpenSea Royalties
https://www.theblock.co/post/183518/opensea-creates-tool-to-help-nft-collections-enforce-royalties-on-chain 
1:07:50 Peaster take
https://metaversal.banklesshq.com/p/the-future-of-nft-royalties 
1:08:05 SuperRare RarePass
https://twitter.com/SuperRare/status/1588173906241736704 
https://twitter.com/BanklessHQ/status/1589641261685915650 

1:08:50 Regulation
1:11:45 SEC subpoena HEX influencers
https://cointelegraph.com/news/sec-issues-subpoena-to-influencers-promoting-hex-pulsechain-and-pulsex 
1:13:18 While all this was happening…LBRY ruling takes
https://twitter.com/lbrycom/status/1589645453091827712 
https://twitter.com/lex_node/status/1589655558029643777 
https://twitter.com/lbrycom/status/1589718365924634624 

1:15:45 Misc
Polkadot’s Native Token DOT
https://twitter.com/Web3foundation/status/1588593793519210497 
1:18:00 UK Bank Santander NGMI
https://decrypt.co/113702/uk-bank-santander-will-block-payments-to-crypto-exchanges 

1:18:19 Releases
Zerion to take on MetaMask
https://www.theblock.co/post/183304/zerion-prepares-to-take-on-metamask-with-in-browser-wallet 

1:19:05 Raises
WalletConnect - $12.5M
https://twitter.com/WalletConnect/status/1588154492465418240 

1:19:20 JOBS
https://pallet.xyz/list/bankless/jobs 
Be like Tim
https://twitter.com/timgarth/status/1588269857920925705 

1:24:34 TAKES
Future of Crypto
https://twitter.com/HHorsley/status/1590463556902096897 
Worst events in crypto history
https://twitter.com/thedefiedge/status/1590131252056756226 
No one wants to hear it
https://twitter.com/TrustlessState/status/1590760792877862913 
Thanks Gary
https://twitter.com/TrustlessState/status/1590721196957761537 

1:36:44 MEME of the Week
https://twitter.com/BanklessHQ/status/1590447780132450306 

1:37:20 Moment of Zen
https://twitter.com/netcapgirl/status/1590431481385857024 

Nov 11, 2022
Bankless x UpOnly Therapy Stream
02:18:23

After one of the worst weeks in crypto history, Ryan and David join forces with Ledger and Cobie from Up Only to bring the industry some much needed catharsis.


The four chop it up about how big of a deal this really is, how we’re going to move forward as an industry, and general advice to get through this.


Hang in there, anon. We’re in this together.

------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

------
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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

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

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive 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 

Nov 10, 2022
The Collapse of FTX | 24 hours later
01:35:22

The craziest 48 hours in crypto history? From the apparent takeover of FTX by Binance to no more takeover to SBF now being probed by U.S. regulators.

As the dust settles, we cover everything that’s unfolded in the last 24 hours and how it’ll reshape crypto moving forward.

If you missed yesterday’s stream where we go over the timeline of how all this happened and got industry leaders Brian Armstrong, Erik Voorhees, & Ryan Selkis to share their thoughts—you can find it here: https://youtu.be/LDtZyMcaaNY 

------
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------
Timestamps:

0:00 Intro
5:05 The Recap
https://twitter.com/wassielawyer/status/1590025892994371584 
https://twitter.com/RyanSAdams/status/1590150120250966016 
14:37 Our Mood
25:00 The Story Continued
https://twitter.com/cz_binance/status/1590351182513729544 
29:50 SBF Deleting Tweets
https://twitter.com/ledgerstatus/status/1590115753331937281 
31:27 Ooof
https://twitter.com/ercwl/status/1590165313190260737 
https://twitter.com/Snowden/status/1590319361863995394 
33:35 SBF Letter to Investors
https://twitter.com/WClementeIII/status/1590107340317294593 
35:20 UPDATE
https://www.coindesk.com/business/2022/11/09/binance-is-strongly-leaning-toward-scrapping-ftx-rescue-takeover-after-first-glance-at-books-source/ 
https://twitter.com/Blockworks_/status/1590441854960820224 
37:35 US Probes FTX
https://www.bloomberg.com/news/articles/2022-11-09/us-probes-ftx-empire-over-handling-of-client-funds-and-lending 
39:30 https://twitter.com/tier10k/status/1590444221525278721 
https://twitter.com/tier10k/status/1590394410151251968 
https://twitter.com/depression2019/status/1590383943358218240 
43:26 Alameda Website Dead
https://twitter.com/WClementeIII/status/1590406041250181120 
https://12ft.io/proxy?q=https%3A%2F%2Fwww.wsj.com%2Farticles%2Fbinance-is-said-to-be-likely-to-walk-away-from-deal-to-buy-ftx-11668020963 
44:20 How This Happened?
https://twitter.com/LucasNuzzi/status/1590122590206824448 
1:02:00 Binance Tweets
https://twitter.com/binance/status/1590449161069268992 
Onchain flows
https://www.coindesk.com/markets/2022/11/09/these-four-key-charts-shed-light-on-the-ftx-exchanges-spectacular-collapse/ 
https://twitter.com/LucasNuzzi/status/1590122590206824448 
1:05:07 Convo Starter
https://twitter.com/crypto_condom/status/1590338735606231041
1:08:05 10% of Multicoin on FTX
https://twitter.com/TheBlock__/status/1590349978873913350 
1:09:39 Galaxy Exposure to Alameda
https://www.theblock.co/post/184262/galaxy-digital-reveals-ftx-exposure-in-q3-earnings-report 
1:10:00 FTX Investors
https://twitter.com/fintechfrank/status/1590145184020328448 
1:10:46 Other Chains
https://twitter.com/dunleavy89/status/1590056663767449600 
1:11:15 FTX.US is Okay
https://www.axios.com/2022/11/09/ftx-us-american-subsidiary-impact-liquidity-crunch 
1:11:30 Emotions
https://twitter.com/0xfoobar/status/1590204552891899907 
https://twitter.com/cobie/status/1590188580483497985 
https://twitter.com/shaughnessy119/status/1590201528014753792 
https://twitter.com/lawmaster/status/1590238771915935744 
People Selling their FTX Balances 
https://twitter.com/TensaiCapital/status/1590301595237224449 
SBF Down Bad ATH
https://twitter.com/econoar/status/1590130144815218689 
1:20:25 CZ Tweets
https://twitter.com/cz_binance/status/1590313459132305408 
1:22:00 Solana Unlocks
https://twitter.com/thedata_nerd/status/1590307325650182144 
1:27:00 Coinbase Gud
https://twitter.com/ViktorBunin/status/1590064600178835457 
1:27:16 The Meta Question
https://twitter.com/BanklessHQ/status/1590341304172838913 
1:27:30 What Happened & Closing Thoughts
1:34:05 Risks & Disclaimers
1:34:35 Leaving you with Larry David
https://twitter.com/LilMoonLambo/status/1590145235291893760 

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

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive 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 

Nov 10, 2022
Part 2: Brian Armstrong, Erik Voorhees, & Ryan Selkis on Binance’s Acquisition of FTX
01:06:03

In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis to discuss what transpired today, how it’ll impact our industry, and what it means moving forward.

In case you missed it, we’ve already released Part 1 where Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.

------
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Timestamps:

0:00 Intro
4:04 Ryan Selkis
11:45 Takes & Prices
https://twitter.com/brian_armstrong/status/1590088673726717952 
https://www.coingecko.com/ 
https://ultrasound.money/ 
20:32 Erik Voorhees
42:00 Brian Armstrong
1:00:25 New CZ
https://twitter.com/cz_binance/status/1590103159506341888 
1:02:45 Ultra Sound Money
https://ultrasound.money/ 
1:04:45 Closing & Disclaimers

-----

Resources:

SBF Announcement
https://twitter.com/SBF_FTX/status/1590012124864348160 

CZ Announcement
https://twitter.com/cz_binance/status/1590013613586411520 

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

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

Nov 09, 2022
Part 1: Binance Buying FTX | CZ vs SBF
01:16:33

On Part 1 of this two-part series, Ryan and David recap everything that happened leading up to today, what’s unfolded thus far, what happens next, and what it means for the crypto space writ large.

In Part 2, Ryan and David are joined by Brian Armstrong, Erik Voorhees, & Ryan Selkis.

Part 2 is out now! Check your feed.

------
Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Timestamps:

0:00 Intro
6:40 Key Players
11:33 SBF
12:45 Binance
14:30 Asset Clarifications
16:25 The Timeline
https://www.coindesk.com/business/2022/11/02/divisions-in-sam-bankman-frieds-crypto-empire-blur-on-his-trading-titan-alamedas-balance-sheet/  https://twitter.com/DylanLeClair_/status/1587890966580658177 
https://analytics.abracadabra.money/cauldrons 
https://twitter.com/carolinecapital/status/1589264375042707458 
https://twitter.com/cz_binance/status/1589283421704290306 
https://twitter.com/cz_binance/status/1589328518609240064 
https://twitter.com/carolinecapital/status/1589287457975304193 
https://twitter.com/coinmamba/status/1589294435317125120 
https://twitter.com/DylanLeClair_/status/1589768406735392768 
https://twitter.com/cz_binance/status/1589374530413215744 
https://twitter.com/cz_binance/status/1589329217874931712 
https://twitter.com/cz_binance/status/1589374530413215744 
https://twitter.com/theData_Nerd/status/1589412348476825600 
https://twitter.com/SBF_FTX/status/1589598284322328579 
https://twitter.com/PRHillmann/status/1589653449792421889 
https://newsletter.banklesshq.com/p/battle-of-the-billionaires 
https://imgur.com/uWeYrLv 
https://twitter.com/TheBlock__/status/1589979338979434497 
https://twitter.com/Dogetoshi/status/1589980754964271104 
https://twitter.com/Dogetoshi/status/1589983115430473730 
https://twitter.com/tier10k/status/1589983701730922496 
https://twitter.com/Dogetoshi/status/1589986908272472064 
https://twitter.com/sbf_ftx/status/1590012124864348160 
https://twitter.com/yuno0Zy/status/1590013905686106113 
https://www.semafor.com/article/11/08/2022/before-deal-with-rival-ftx-scoured-wall-street-silicon-valley-billionaires-for-1-billion-lifeline 
https://twitter.com/VentureCoinist/status/1590033055246618624 
https://twitter.com/VentureCoinist/status/1590044831665258496 
https://www.tradingview.com/chart/pabiN1CM/ 
https://twitter.com/zhusu/status/1590022114882768897 
https://twitter.com/stablekwon/status/1590017837758033926 
https://twitter.com/santisiri/status/1590031964408786944 
https://twitter.com/AlamedaTrabucco/status/1590032437501124609 
https://twitter.com/ThetaMentality/status/1590016374608654336 
https://twitter.com/_jamiis/status/1590032682272010241 
https://twitter.com/DylanLeClair_/status/1590013774735740930 
https://twitter.com/CanteringClark/status/1590016032139513857 
https://twitter.com/WClementeIII/status/1590018245758963712 
https://twitter.com/0xngmi/status/1590026606814572544 
https://twitter.com/cz_binance/status/1590055819416330240 
https://twitter.com/DylanLeClair_/status/1590027464054837248 

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

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive 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 

Nov 09, 2022
POV Crypto Reunites with Christian Keroles | Layer Zero
01:07:47

David brings on his old co-host, Christian Keroles of POV Crypto. Long-time Bankless listeners know of POV Crypto, but if you’re unaware, it’s the podcast that David started with Christian before Bankless!

Christian is currently the General Manager of BTC Inc (Bitcoin Magazine & The Bitcoin Conference).

On this episode, David and Christian go back to their POV Crypto roots and debate many different sub-topics of the overall Ethereum vs. Bitcoin debate.

------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Topics Covered

0:00 Intro
5:03 Who is Christian Keroles?
5:58 POV Crypto Pod
9:52 The BTC vs. ETH Community
11:07 Metrics of the Winner
14:20 Ideological Backgrounds
18:00 The 2020-2021 Bull Market
20:44 Cantillon Effect
22:55 ETH to $0
24:40 Ethereum Won the 2020-2021 Bull Market?
30:34 Is Bitcoin the Underdog?
32:00 Tornado Cash
33:47 Ethereum is Inside the Bitcoin Ecosystem
36:46 How Bitcoin is Changing the World?
39:15 Bitcoin & Energy
46:19 Distribution & Decentralization
48:44 Energy System Integration
54:47 Does Bitcoin Work If It Isn’t #1
55:39 HyperBitcoinization
56:25 Paradigm Shifts
1:02:20 Recreating the Financial System
1:04:57 Core Philosophical Differences
1:07:17 Disrupting Incumbents
1:08:26 Acceleration

------
Resources:

POV Crypto Pod
https://twitter.com/povcryptopod 

Christian Keroles
https://twitter.com/ck_SNARKs 

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

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

Nov 08, 2022
143 - UNIChain is Inevitable with Dan Elitzer
01:21:39

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

Dan Elitzer is the co-founder of Nascent, a VC firm working on the frontier of crypto Previously, he was previously leading IDEO CoLab Ventures, and has been on the frontier of crypto innovations for as long as we can remember.

Dan helps us unpack The AppChain Thesis, a possible outcome where every big DeFi app is going to have its own chain. How will this reshape crypto? Where do we find opportunities? Does this thesis even make sense?

Further, Dan, Ryan, and David cover the case for why Uniswap is going to have its own chain, why Dan thinks there’s an inevitable economic incentive for large DeFi apps to start their own chains, the main objections to The AppChain Thesis, and so much more.

------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Topics Covered

0:00 Intro
6:45 Dan's Predictive Track Record
9:52 Roll-Apps
14:00 The App Chain Prediction
17:46 UNIChain
23:30 MEV
29:22 Summarizing the Costs
33:50 Who Gets the Money?
36:07 Are the Taxes Worth the Services?
43:48 Why DeFi Apps Haven't Launched App Chains Yet
48:40 Uniswap Nation State
55:33 Uniswap's App Chain Model Sovereignty
1:00:04 Uniswap's Control & Ethereum's Alignment
1:03:38 Uniswap's Composability
1:08:56 What Does This Mean For L1s
1:16:50 Investing in the Apps?
1:20:57 Aggregation Theory
1:23:22 Censorship
1:27:21 Final Takes
1:29:37 Closing & Disclaimers

------
Resources:

Dan Elitzer
https://twitter.com/delitzer 

The inevitably of Unichain
https://medium.com/nascent-xyz/the-inevitability-of-unichain-bc600c92c5c4 

Aggregation Theory - Stratechery
https://stratechery.com/aggregation-theory/ 

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

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

Nov 07, 2022
ROLLUP: Elon Twitter Takeover | Instagram NFTs | Art Gobblers & Goo | JP Morgan Crypto | Bitcoin's Birthday
01:34:36

1st Week of November, 2022

------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/?utm_source=banklessshowsyt 
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

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

------
Topics Covered:

0:00 Intro

3:45 MARKETS
5:25 Fed
https://www.cnn.com/business/live-news/stocks-market-fed-rate-hike/index.html 
8:20 Political Will
https://twitter.com/PauloMacro/status/1587899658038562821 
11:30 US Savings
https://fred.stlouisfed.org/graph/?g=VtLo 
13:37 Layer 2 Transactions
https://twitter.com/l2beat/status/1585981268348768257 
16:55 Arbitrum Flippens Solana
https://twitter.com/theempirepod/status/1587151305742594048 

19:40 Elon Twitter Takeover
https://twitter.com/davidfaber/status/1585785519933472771 
22:00 The Bird is Freed
https://twitter.com/elonmusk/status/1585841080431321088 
22:45 Binance x Twitter
https://archive.ph/3rfZB 
24:00 Lords and Peasants
https://twitter.com/elonmusk/status/1587498907336118274 
28:20 Vitalik’s Take
https://twitter.com/vitalikbuterin/status/1587593917197062145 
29:50 Erik Voorhees Take
https://twitter.com/ErikVoorhees/status/1587564882177585152 
30:30 Entitled Elite
https://twitter.com/DavidSacks/status/1588025594897346560 
31:00 AOC Ratio
https://twitter.com/elonmusk/status/1587911540770222081 
31:45 Digital Identity
https://twitter.com/owocki/status/1587602426106089472 

34:55 Instagram NFTs
https://twitter.com/Meta/status/1587929277864910849 
37:55 Polygon
https://twitter.com/sandeepnailwal/status/1587949120031006721 
40:20 Arweave
https://www.coingecko.com/en/coins/arweave 

41:25 Art Gobblers
https://www.coindesk.com/web3/2022/10/31/rick-and-morty-co-creators-nft-collection-sees-14m-in-trade-volume-hours-after-mint/ 
42:55 Gobblers Analysis
https://dune.com/pandajackson42/art-gobblershttps://dune.com/pandajackson42/art-gobblers 
44:00 How it Works
https://twitter.com/_Dave__White_/status/1569715399356485634 

49:30 NEWS
50:50 zkSync Baby Alpha
https://twitter.com/zksync/thread/1586053698672656384 
52:40 Google Cloud Node
https://decrypt.co/112954/google-launches-cloud-node-engine-for-ethereum-developers 
54:05 RIP Nikolai
https://cointelegraph.com/news/makerdao-co-founder-nikolai-mushegian-dies-at-29-in-puerto-rico 
55:50 JPMorgan Using Crypto
https://twitter.com/TyLobban/status/1587679344792829954 

NFTs
1:01:20 Gamestop x Immutable
https://twitter.com/0xferg/status/1587174624701255682 
1:02:00 NFT Tweet Tiles
https://twitter.com/TwitterDev/status/1585707921433923585 
1:03:15 RTFKT Phygital Luggage
https://thedefiant.io/rtfkt-vuitton-nfts 
1:04:55 Budweiser FIFA NFTs
https://nft.budweiser.com/ 
1:06:25 OPJ in Puerto Rico

1:07:35 Bitcoin 14 Year Anniversary
https://twitter.com/snowden/status/1587107723472211972 
1:08:45 Thanks Gary
https://twitter.com/GaryGensler/status/1587171919664746503 
1:09:43 Miners Blowing Up
https://twitter.com/cobie/status/1587087075752480768 

1:10:45 Nifty Apes
https://www.niftyapes.money/ 
1:11:22 Zora Nouns Builder
https://metaversal.banklesshq.com/p/zora-launches-nouns-builder 

1:12:45 Jobs
https://pallet.xyz/list/bankless/jobs 

1:14:30 TAKES
1:15:30 Talk of the Town
https://twitter.com/RonwHammond/status/1587443194945470465 
1:20:40 Vitalik on Regulation
https://twitter.com/vitalikbuterin/status/1586557896351186944 
1:24:18 Verified Accounts
https://twitter.com/TrustlessState/status/1587553632660201472 

1:24:45 What David’s Bullish On
1:27:30 What Ryan’s Bullish On
https://www.sound.xyz/user/0x3c2027f90b087ec509e533762a917e76e09b1d0c?tab=collection 

1:32:35 MEME of the Week
https://twitter.com/lopp/status/1583795567343243264 

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

Nov 04, 2022
Bitboy | Two Different Worlds
01:09:46

Bitboy -- aka Ben Armstrong -- is the notorious crypto influencer with one of the largest audiences in the space. After some jabs back and forth on twitter, we're bringing him on Bankless to clear the air.

What's up with Ryan's glasses? Is Bitboy changing his approach?

------
 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 

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

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https://bankless.cc/Brave 

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

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

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

-----
Topics Covered

0:00 Intro
6:00 Bitboy's Glasses
8:00 The Rant
14:50 RSA's Perspective
19:30 Bitboy's Bill
24:20 Ethical Platforms
28:05 Beef with SBF
34:24 Changing in Crypto
41:00 Two Different Worlds
44:55 Shortcuts
50:45 Disclosures
52:20 Heavy is the Head
59:41 Man of the People
1:03:03 Best Practices
1:05:50 Closing Thoughts

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

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

Nov 03, 2022
Did Macro Kill Crypto? with MacroAlf
01:27:03

Alf is the former head of a $20B investment portfolio, a passionate global macro investor, and the author of a free newsletter called, “The Macro Compass," available on Substack.

On this episode, Alf helps us understand macro in a digestible way. What’s in our potential future? How bad will it hurt? How long will it last? Answers to these questions and much more in the interview.

------
📣 Earnifi | Check For Your Unclaimed Airdrops, POAPs, & NFTs
https://bankless.cc/earnifi 

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⚖️ ARBITRUM | SCALING ETHEREUM
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🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

⚡️FUEL | THE MODULAR EXECUTION LAYER
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-----
Topics Covered

0:00 Intro
8:00 What to Know About Macro
11:03 Tiers of Money
13:07 Deflationary Timeline
15:20 The Housing Market
17:33 The Inflation Remedy
19:54 Indicators
23:10 Global Credit Impulse Cycle
30:25 Can We Have a Soft Landing?
34:50 How Bad Will This Hurt?
39:29 Volatility in the Bond Market
52:18 Switching to Crypto Assets?
55:57 DXY
1:02:09 Bond/Crypto Market Cycles
1:05:30 What Will Make the Fed Pivot?
1:09:36 The Long-Term
1:15:45 Probability & Adapting
1:19:08 Generating Productivity
1:22:27 The Internet’s Unlock
1:23:40 Why Macro is Important
1:25:40 Action Items & Disclaimers

------
Resources:

MacroAlf
https://twitter.com/MacroAlf 

The Macro Compass
https://themacrocompass.substack.com/ 

Is It 2021 Again?
https://themacrocompass.substack.com/p/back-to-2001#details 

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

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

Nov 01, 2022
SBF vs. Erik Voorhees: How Do We Regulate Crypto?
01:54:17

A debate between two crypto titans on how to regulate crypto. Whether to regulate crypto? Where do we draw the line?

Study and remember this one anon.

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

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

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

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

------
Timestamps:

0:00 Intro
7:36 Should Crypto Be Regulated?
23:50 Transparency
25:55 Showing Up & BitLicense
36:50 Erik's Issues with Sam's Post
52:12 The DeFi Regulation Debate
1:24:27 Why Regulation Now?
1:40:10 DCCPA
1:53:04 Stealmanning Eachother's Points
2:01:55 Closing Arguments
2:06:17 Closing & Disclaimers

------
Resources:

SBF
https://twitter.com/SBF_FTX 

Erik Voorhees
https://twitter.com/ErikVoorhees 

SBF Proposal
https://twitter.com/SBF_FTX/status/1582835426116575235 

Erik Voorhees's Rebuttal
https://www.moneyandstate.com/blog/response-to-sbf 

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

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

Oct 31, 2022
ROLLUP: NEW Apple NFT Policy | ETH is Ultra Sound Money | Lord of the Rings NFTs | Elon Twitter | FTX Stable
01:35:16

4th Week of October, 2022

 

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🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

 

💠 NEXO | CRYPTO FINANCIAL HUB

https://bankless.cc/Nexo

 

🔐 LEDGER | NANO HARDWARE WALLETS

https://bankless.cc/Ledger

 

⚡️FUEL | THE MODULAR EXECUTION LAYER

https://bankless.cc/Fuelpod

 

-----

Topics Covered

 

0:00 Intro

1:50 Costume Reveal!

 

4:22Push

https://bankless.cc/Push

 

6:15 MARKETS

7:50 Short Liquidations

https://twitter.com/HsakaTrades/status/1585041254814916610

10:20 Aptos

https://www.coingecko.com/en/coins/aptos

11:25 Doge

https://www.coingecko.com/en/coins/dogecoin

12:15 ETH

https://www.coingecko.com/en/coins/ethereum 

12:55 Meta Down

https://twitter.com/RampCapitalLLC/status/1585627143740047360 

Worth less than Home Depot 

14:45 Have We Bottomed?

https://www.zerohedge.com/markets/druckenmiller-decade-no-returns 

17:20 Run for Your Life

https://twitter.com/pythianism/status/1584664284294176768 

19:15 BUSD Supply is on a Tear

https://twitter.com/fintechfrank/status/1583914189315510272 

20:00 a16z Fund Down

https://www.wsj.com/articles/andreessen-horowitz-went-all-in-on-crypto-at-the-worst-possible-time-11666769270 

 

24:20 Almost Ultra Sound

https://ultrasound.money/ 

26:10 Security Spend Over Last 40 Days

https://twitter.com/trustlessstate/status/1584934954256908294  

28:00 Wartime Economies

https://twitter.com/trustlessstate/status/1585079956241256448 

 

30:54 Apple War on NFTs

https://www.coindesk.com/business/2022/10/24/apple-refuses-to-exempt-nfts-from-app-stores-30-fee 

33:30 Insane New Rules

https://twitter.com/Kantrowitz/status/1584670644419133441

https://twitter.com/TimSweeneyEpic/status/1584664679590539265

 

35:15 PayPal being shady again

https://twitter.com/BanklessHQ/status/1585423779949604864 

 

39:00 NEWS

40:00 Bankless Devcon 6 Videos

https://twitter.com/TrustlessState/status/1584907028908089344 

42:00 MakerDAO

https://twitter.com/coingecko/status/1584593323552960513

https://www.coindesk.com/markets/2022/10/24/makerdao-members-support-founders-endgame-plan-to-break-up-into-metadaos-21b-of-transfers/  

https://twitter.com/SebVentures/status/1584875892555268096 

https://twitter.com/hasufl/status/1584879485748678656

44:30 EF L2 Grants are open

https://esp.ethereum.foundation/layer-2-grants

 

45:30 Reddit NFTs!

https://twitter.com/_khanhamzah/status/1584650888731557888

https://twitter.com/MihailoBjelic/status/1584536046477651969

47:05 Dune Analytics

https://metaversal.banklesshq.com/p/the-reddit-nft-surge

47:40 Lord of the Rings

https://twitter.com/WarnerBrosNFT/status/1583095703173156864

https://www.theblock.co/post/178690/warner-bros-to-release-10999-lord-of-the-rings-nfts-as-part-of-web3-movie-push

51:55 Will Wright: Sims Creator Pioneer Making Blockchain Game

https://www.axios.com/2022/10/20/will-wright-voxverse-gala-gallium-blockchain

53:45 Bitcoin Salvador

https://cointelegraph.com/news/77-1-of-salvadorans-surveyed-think-the-gov-t-should-stop-spending-public-money-on-bitcoin 

 

54:55 FTX Stablecoin

https://www.theblock.co/post/180344/ftx-could-launch-its-own-stablecoin-via-a-partnership-says-bankman-fried

56:20 Twitter Crypto Wallet? 

https://twitter.com/wongmjane/status/1584616567530483712

 

57:20 Regulators Leaving 

https://blockworks.co/cryptos-revolving-door-hires-are-raising-eyebrows-among-us-lawmakers/

https://twitter.com/RyanSAdams/status/1585357855049191424

 

1:00:00 Kyle Roche

https://www.theblock.co/post/178768/roche-freedman-rebrands-and-parts-ways-with-kyle-roche-after-scandal

 

RELEASES

1:01:00 Sound Market

https://twitter.com/soundxyz_/status/1584560442235531266

1:01:25 Socketscan

https://twitter.com/socketdottech/status/1583140972523028481

 

1:03:00 JOBS

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

 

1:07:40 Questions from the Nation

https://twitter.com/KristinaKlaudy1/status/1585303486606233600

https://twitter.com/TadziuMusic/status/1585307882873966607

https://twitter.com/Brlggs/status/1585382307888005120

 

1:14:00 TAKES

1:15:05 TradFi Dangers

https://twitter.com/jchervinsky/status/1582755519571165185

1:16:12 Who Pays for Bitcoin Security? 

https://twitter.com/TrustlessState/status/1585253069868392448 

1:23:03 Internet is Changing

https://twitter.com/GiancarloChaux/status/1585305734916362242 

 

1:24:00 What David’s Bullish On

1:26:00 What Ryan’s Bullish On

https://beacons.ai/banklessbr

https://www.coindesk.com/layer2/2022/10/25/turkey-cryptocurrency-explained/

 

1:31:00 MEME of the Week

https://tweethunter.io/generate-tweets

https://imgur.com/JdgEjTv

https://imgur.com/a/CtnbOxQ

 

Closing & Disclosures

 

Moment of Zen

https://twitter.com/songadaymann/status/1583512268012412928 

 

———

Not financial or tax advice. Do your own research.

https://www.bankless.com/disclosures

Oct 28, 2022
Scaling Sorare's NFT Platform with CEO & Co-Founder, Nicolas Julia
57:57

Nicolas Julia is the Co-Founder and CEO at Sorare, building the next generation of Sports games… where fans can play with skin in the game.

On this episode, Nicolas shares Sorare's exciting new launch, how Sorare grew to reach millions of users, what's next for Sorare, and so much more.

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https://bankless.cc/Brave 

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

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

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

------
Timestamps:

0:00 Intro
7:51 2018 to Sorare Today
15:41 Sore's Obvious Success
20:15 Combining Communities
24:41 Speculation & Profit
26:46 Sorare UX
31:51 Licensing Rights
39:57 What's Next for Sorare?
43:16 Sports Fan TAM
49:14 Can Sorare Handle the Scale?
50:44 Advice for Other Builders
53:44 Other NFT Projects
57:05 Closing & Disclosures

------
Resources:

Nicolas Julia
https://twitter.com/ni2las 

Sorare
https://sorare.com/ 

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

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

Oct 26, 2022
Devcon #1 - Vitalik Buterin | A New Era for Ethereum
27:28

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Vitalik Buterin—of course—joins us in the first in a series of interviews we held on location in Bogota, covering the context and magnitude of Devcon, Vitalik’s conference lifestyle, and a new era for Ethereum in a post-merge world.

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

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

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

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

------
Timestamps:

0:00 Intro
3:25 What is Devcon?
7:18  Past Devcons
13:17 A New Chapter for Ethereum
16:45 Parallel Development
19:50 Arbitrum x Prysm
24:40 The zkEVM
27:04 Vitalik’s Conference Lifestyle

------
Resources:

Vitalik Buterin
https://twitter.com/VitalikButerin 

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

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

Oct 25, 2022
Devcon #2 - Justin Drake | The Next Steps for ETH
23:29

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

We’re speaking with Justin Drake about his talk at Devcon—the only conversation about ETH the asset.

What are the next steps for Ether? The value of the asset correlates directly to the health of the network, and maybe it’s time to start talking about ETH more as a community.

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

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

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

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

------
Timestamps:

0:00 Intro
3:00 Justin Drake en Español
6:30 The ETH Roadmap
9:30 Ultrasound Money
12:40 Deflationary Monetary Policy
17:55 Changing the Narrative
19:00 zkEVM
22:30 Justin in Colombia

------
Resources:

Justin Drake
https://twitter.com/drakefjustin

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

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

Oct 25, 2022
Devcon #3 - Dankrad | EIP-4844
15:39

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Dankrad Feist is leading the charge of Danksharding, expressed through proto-danksharding in EIP-4844.

The Layer 2 Wars are heating up, and Dankrad’s here to talk about it.

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

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

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

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

------
Timestamps:

0:00 Intro
2:30 Dankrad
4:00 Vibes & Morale
5:30 Post-Merge Ethereum
7:30 Danksharding
10:16 New Opportunities
11:55 Unlocking Use Cases
13:45 The Layer 2 Wars

------
Resources:

Dankrad
https://twitter.com/dankrad 

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

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

Oct 25, 2022
Devcon #4 - Péter Szilágyi | Building Geth
24:26

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Péter Szilágyi is a Core Developer for Ethereum, building the Geth client. One of the most important people in the Ethereum ecosystem, Peter has been tirelessly building critical infrastructure for the last 8 years.

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

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

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

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

------
Timestamps:

0:00 Intro
3:00 Building Geth
5:25 Emerging Worlds
7:42 Forking Geth
9:15 The App Layer
13:30 A Helpful Community
17:09 Ethereum’s Weaknesses
21:00 The Purpose of Ethereum

------
Resources:

Peter
https://twitter.com/peter_szilagyi 

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

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

Oct 25, 2022
Devcon #5 - Aya Miyaguchi | The Heart of Ethereum
14:17

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

Aya Miyaguchi is the executive director of the Ethereum Foundation. She is one of the leaders of Devcon, powering the cultural experience of this monumental conference.

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

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

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

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

------
Timestamps:

0:00 Intro
2:30 Aya at Devcon
4:40 Selecting Cities
6:30 Culture
8:16 Post-Merge Ethereum
10:08 Lifestyle & Expectations
13:30 Looking Forward

------
Resources:

Aya
https://twitter.com/AyaMiyagotchi 

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

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

Oct 25, 2022
Devcon #6 - The Layer 2 Wars with Bartek Kiepuszewski
17:39

Bartek is the founder of Layer 2 Beat, finding himself in the middle of what we’re calling the Layer 2 Wars. Previously at MakerDAO, Bartek is pioneering the one-stop platform for the Layer 2 landscape.

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⚖️ ARBITRUM | SCALING ETHEREUM
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🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

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

------
Timestamps:

0:00 Intro
2:30 Bartek in Colombia
4:00 Fixing Layer 2
7:25 Building and Forking
9:45 zkEVM
13:30 EVM Equivalence
14:30 Optimism Bedrock

------
Resources:

Bartek Kiepuszewski
https://twitter.com/bkiepuszewski 

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

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

Oct 25, 2022
Devcon #7 - Supermodular with Kevin Owoki
15:41

Kevin Owocki has moved on from Gitcoin and recently founded Supermodular, the venture studio built on top of Gitcoin to help promote digital public goods in the crypto ecosystem.

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

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------
Timestamps:

0:00 Intro
3:00 Kevin and Schelling Point
7:15 All Time Cultural High
10:30 Supermodular
14:15 Legacy

------
Resources:

Kevin Owoki
https://twitter.com/owocki 

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

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

Oct 25, 2022
Devcon #8 - EigenLayer with Sreeram Kannan
23:21

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

We’re speaking with Sreeram Kannan about EigenLayer, a platform to leverage Ethereum security through the innovative method of restaking.

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

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

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

------
Resources:

Sreeram on Twitter: https://twitter.com/sreeramkannan 

EigenLayer: https://www.eigenlayer.com/ 

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

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

Oct 25, 2022
Devcon #9 - Push Protocol with Harsh Rajat
18:33

Welcome to Devcon 6. The first Devcon for Bankless, the conference was a ton of fun and an amazing cultural experience in Bogota, Colombia.

We’re speaking with Harsh Rajat about Push Protocol, the web3 communication network that enables cross-chain notifications and messaging for dapps, wallets, and services.

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

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

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

------
Resources:

Harsh: https://twitter.com/harshrajat 

Push Protocol: https://twitter.com/pushprotocol 

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

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

Oct 25, 2022
141 - Who Stole the Wealth? with Ben Hunt
01:22:19

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

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

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

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

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

------
Timestamps:

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

------
Resources:

Ben Hunt
https://twitter.com/EpsilonTheory 

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

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

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

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

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

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

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

Oct 24, 2022
ROLLUP: Is SBF Killing DeFi?? | Aptos Launch Down Bad | Ethereum Censorship Heats Up | Reddit Onboarding Millions
01:34:00

3rd Week of October, 2022

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

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Topics Covered

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

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

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

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

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

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

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

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

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

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

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

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

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

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

1:32:30 Closing & Disclosures

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

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

Oct 21, 2022
Massive Arbitrum Acquisition!! with Steven Goldfeder & Preston Van Loon
59:25

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

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

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

------
BANKLESS SPONSOR TOOLS:

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

DESO | DECENTRALIZED SOCIAL BLOCKCHAIN

https://bankless.cc/Deso  

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

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

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

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

------
Timestamps:

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

------
Resources:

Steven Goldfeder
https://twitter.com/sgoldfed 

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

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

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive 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 

Oct 20, 2022
140 - The Future is Fiat | Noah Smith (Noahpinion)
01:38:23

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

-----

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

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

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

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

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

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

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

------
Topics Covered:

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

------
Resources:

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

Noahpinion
https://noahpinion.substack.com/ 

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

NOAH'S WRITING:
The War Economy
https://noahpinion.substack.com/p/the-war-economy-sizing-up-the-new 
The Danger Zone
https://noahpinion.substack.com/p/book-review-danger-zone 
Could We Sanction China?
https://noahpinion.substack.com/p/could-we-sanction-china-if-we-had 
Blockchains, Dollarization, and Capital
https://noahpinion.substack.com/p/blockchains-dollarization-and-capital 
Room for One More Bubble
https://noahpinion.substack.com/p/i-think-bitcoin-has-room-for-one 
Economic Misconceptions of the Crypto World
https://noahpinion.substack.com/p/economic-misconceptions-of-the-crypto 
Amway Culture
https://noahpinion.substack.com/p/is-web3-culture-similar-to-amway 
Central Bank Digital Currencies
https://noahpinion.substack.com/p/central-bank-digital-currencies-are 
NFTs Will Probably Be Back
https://noahpinion.substack.com/p/nfts-will-probably-be-back 
Beating Inflation
https://noahpinion.substack.com/p/how-much-will-beating-inflation-hurt 
No, America is Not Collapsing
https://noahpinion.substack.com/p/no-america-is-not-collapsing 
Techno-Optimism
https://noahpinion.substack.com/p/techno-optimism-for-2022 
Lovecraftian Intelligence
https://noahpinion.substack.com/p/lovecraftian-intelligence?sd=pf 
Sci-Fi Futures We Didn't Get
https://noahpinion.substack.com/p/the-sci-fi-futures-we-didnt-get 
New Industrialism
https://noahpinion.substack.com/p/a-new-industrialist-roundup 
Liberalism is Resilient
https://noahpinion.substack.com/p/liberalism-is-resilient 

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

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive 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 

Oct 17, 2022
ROLLUP: Huge Binance Exploit | David Sues the Treasury | Devcon Bogota | PayPal Censoring
01:33:19

2nd Week of October, 2022

 

------

📣 Galxe | Explore Crypto’s #1 Credential Network

https://bankless.cc/Galxe  

 

------

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

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

 

------

BANKLESS SPONSOR TOOLS: 

 

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

 

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

 

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

 

💠 NEXO | CRYPTO FINANCIAL HUB

https://bankless.cc/Nexo

 

🔐 LEDGER | NANO HARDWARE WALLETS

https://bankless.cc/Ledger

 

⚡️FUEL | THE MODULAR EXECUTION LAYER

https://bankless.cc/Fuelpod

 

-----

Topics Covered

 

0:00 Intro

6:30 Galxe

https://bankless.cc/Galxe

 

8:00 MARKETS

10:30 Macro Markets CPI

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

13:00 The Selloff

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

15:20 Volatility

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

17:15 Erasing the Bull Market

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

18:30 Ultra Sound ETH

https://ultrasound.money/

 

23:00 DevCon Announcements

24:20 Scroll zkEVM Testnet

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

26:35 Arbitrum Acquires Prysm

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

29:55 zkSync Pathfinder L3 Testnet

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

31:20 Polygon zkEVM Testnet

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

33:52 Supermodular

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

 

35:45 Binance HACK

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

37:20 2 Million Token Exploit

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

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

38:30 How it Happened

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

39:50 Freezing Blockchains

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

 

45:45 David Sues the Treasury

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

47:40 Fighting for Privacy Rights

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

48:40 The Complaint

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

50:45 Fighting for Shaq

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

53:50 The Coincenter Mullet

https://gitcoin.co/coincenter

 

57:00 All Time Hacks

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

58:50 Mango $100m Hack

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

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

1:00:45 Solving Hacks

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

1:03:10 Across Airdrop

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

1:04:35 PayPal Censorship

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

1:09:00 Celsius Users Doxxed

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

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

1:11:19 Bored Ape SEC Probe

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

 

1:15:00 RELEASES

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

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

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

1:18:00 Uniswap Labs $165m Raise

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

 

1:20:00 TAKES

1:21:00 Coinbase Documentary

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

1:23:10 Gary Gensler

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

1:23:45 Back to 2018

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

 

1:25:00 What David’s Bullish On

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

1:28:55 What Ryan’s Bullish On

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

 

1:31:10 MEME of the Week

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

 

———

Not financial or tax advice. Do your own research.

Oct 14, 2022
Rejecting Bitcoin Fundamentalism | Dan Held
01:08:12

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

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

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

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

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

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⚡️FUEL | THE MODULAR EXECUTION LAYER
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-----
Topics Covered

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

------
Resources:

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

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

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

Oct 12, 2022
Building Power Structures with Parker Jay-Pachirat | Layer Zero
01:14:08

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

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

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

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

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

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

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

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

-----
Topics Covered

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

------
Resources:

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

Boys Club
https://twitter.com/BoysClubCrypto 

Fintech Collective
https://twitter.com/fintech_io 

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

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

Oct 11, 2022
139 - The Cosmos Thesis with Sunny Aggarwal & Zaki Manian
01:34:29

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

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

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

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

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

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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⚖️ ARBITRUM | SCALING ETHEREUM
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🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

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

-----
Topics Covered

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

------
Resources:

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

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

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

Oct 10, 2022
Alpha Leak | The Bull Case for Euler
54:12

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

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

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

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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

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

------
Topics Covered:

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

------
Resources:

Euler Twitter
https://twitter.com/eulerfinance 

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

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

Michael Bentley
https://twitter.com/euler_mab 

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

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

Oct 08, 2022
ROLLUP: Kim Kardashian vs Gary Gensler | Credit Suisse Crisis | Celsius Foul Play | ENS NFTs
01:27:35

First Week of October, 2022

 

------

📣 Galxe | Explore Crypto’s #1 Credential Network

https://bankless.cc/Galxe  

 

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

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------

BANKLESS SPONSOR TOOLS: 

 

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

 

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

 

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

 

💠 NEXO | CRYPTO FINANCIAL HUB

https://bankless.cc/Nexo

 

🔐 LEDGER | NANO HARDWARE WALLETS

https://bankless.cc/Ledger

 

⚡️FUEL | THE MODULAR EXECUTION LAYER

https://bankless.cc/Fuelpod

 

-----

Topics Covered

 

0:00 Intro

2:00 Galxe

https://bankless.cc/Galxe

 

3:25 MARKETS

5:50 The Fed

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

8:35 Global Markets

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

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

9:50 Oil Reserves

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

12:30 The Pivot

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

14:20 L2 All Time Usage

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

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

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

 

18:30 NEWS

19:45 Credit Suisse Crisis

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

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

24:00 Left Hanging

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

 

25:55 SEC Charges Kim Kardashian

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

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

28:00 Clout Chasing

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

30:25 Influencer Officials

https://youtu.be/vbZS6tYQKIM

33:00 Picking Battles

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

 

36:22 Celsius GRIFTERS

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

38:15 Calling Out Scams

https://bankless.cc/YouTube

 

42:15 MakerDAO 500m Investment

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

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

45:25 Fidelity Ethereum Index Fund

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

47:04 ENS Registrations

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

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

49:16 Moonbirds DAO

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

50:45 Coinbase Documentary

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

54:15 Liquidating 3AC NFTs

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

54:55 Solana Down Again

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

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

59:25 Crypto in Africa

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

1:01:25 Tornado Cash Update

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

1:03:55 Consensys x BanklessDAO

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

1:05:24 Euler Aztec Integration

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

 

1:06:40 RAISES

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

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

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

 

1:08:10 JOBS

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

 

1:10:00 Questions from the Nation

1:11:00 Emerging Categories

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

1:14:15 EVM Compatibility

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

 

1:15:00 TAKES

1:15:15 Start a Pod

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

1:16:04 Bootstrap!

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

1:17:45 Whoops

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

 

1:19:40 What David’s Bullish On

https://imgur.com/NFQdeYG

1:22:10 What Ryan’s Bullish On

 

1:25:10 Memes of the Week

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

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

 

———

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

Oct 07, 2022
What Happens Next in Crypto? with Fiskantes & Matti
01:23:45

Fiskantes and Matti of Zee Prime Capital join us to share a glimpse of their collective crystal ball into the future of crypto. How does our industry go from bear to bull market again and what does the future of the space look like? Fiskantes and Matti have the answers.

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

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

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

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

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

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

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

------
Timestamps:

0:00 Intro
7:30 Are We Lost Right Now?
10:36 What Era Does This Feel Like?
17:25 Product Market Fit
23:25 Narrativeless For Now
28:02 Macro
38:00 Are Tokens Dead?
46:50 Bitcoin
54:31 Bear to Bull Market Theories
59:17 Actual DeFi 2.0
1:02:49 Web3 E-Commerce
1:07:48 Tokenizing IP
1:11:16 Web3 Social
1:16:00 Best Advice
1:22:12 Closing & Disclaimers

------
Resources:

Fiskantes
https://twitter.com/Fiskantes 

Matti
https://twitter.com/mattigags 

Matti's Article
https://wrongalot.substack.com/p/the-next-big-crypto-narrative 

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

Oct 06, 2022
The Current State of the NFT Market with Garyvee
49:05

Garyvee joins us to discuss what the current state of NFTs is, what's he been up to since his 1st Bankless appearance, and huge news coming out of Gary's project, VeeFriends!

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

------
SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum 

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

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

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

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

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

------
Timestamps:

0:00 Intro
4:18 What Gary's Been Up To?
14:00 What Makes an NFT Work
17:07 Surviving the Bear Market
20:27 All-in On NFTs
21:35 Speculation
23:00 Bigger Companies Entering
28:17 Huge VeeFriends Announcement
33:04 VeeFriends Community
34:15 NFT Project Advice
36:40 What Still Needs to be Built Out?
40:08 Being Quiet
44:40 Building Mode
45:55 Crypto Currencies
47:20 Closing & Disclaimers

------
Resources:

Garyvee
https://garyvaynerchuk.com/ 

VeeFriends
https://veefriends.com/ 

Gary's 1st Bankless Appearance
https://youtu.be/XrQHwjqCsDw 

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

Oct 05, 2022
What’s It Take To Be a Crypto Journalist? with Coindesk's Eli Tan and Casey Craig | Layer Zero
01:00:28

On this episode of Layer Zero, David is joined by Eli Tan, NFT reporter, and Casey Craig, Global Head of Comms of Coindesk for an in-person Bankless Studio interview.

Crypto is evolving at mind-boggling rates and traditional media is having a tough time keeping up. Enter Coindesk. Reporters such as Eli and the rest of the Coindesk team are as much on the frontier as those building in crypto.

Hear how Eli and Casey fell down the crypto rabbit hole, how they got their roles at Coindesk, what challenges they face as a crypto journalism organization, and how media is keeping up with crypto.

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

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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⚖️ ARBITRUM | SCALING ETHEREUM
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❎ ACROSS | BRIDGE TO LAYER 2
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🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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

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

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

-----
Topics Covered

0:00 Intro
5:26 Eli’s Background
7:57 Casey’s Role at Coindesk
9:13 How Eli Got Into Crypto
14:42 Challenges of Being a Crypto Journalist
16:55 Deciding What to Cover
17:51 The Crypto Journalism Balance
19:42 Coindesk’s Niche
20:33 Coindesk’s Journey
22:35 Hiring
23:44 Coindesk’s Disclosures
27:46 Due Diligence Process
30:32 Eli’s Proudest Scoop
30:50 Constitution DAO Story
33:00 Younger vs. Older Journalists
38:44 New Media Journalists
40:52 Where to Get Alpha
43:30 Do Kwon’s Coindesk Story
46:13 Anon Leads
47:22 Generational Connections
50:20 Average Future of Crypto Journalists
52:22 Going to Journalism School
53:16 The Future of Crypto Journalism
55:28 Coindesk’s Future
57:22 Poaching From TradMedia
59:33 Hierarchy & Flat Organizations
1:05:26 Closing

------
Resources:

Eli Tan
https://twitter.com/elitanjourno 

Casey Craig
https://twitter.com/caseycraig_ 

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

Oct 04, 2022
138 - What's Next? Vitalik Buterin | Part II
41:21

✨ Part I:
https://youtu.be/tKjs8bBQ3sk 

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

Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”

In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?

This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.

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

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

------
BANKLESS SPONSOR TOOLS:

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

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

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

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

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

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

-----
Topics Covered

0:00 Intro
4:17 Is Ethereum a Network State?
11:09 What is Ethereum Then?
15:02 World Economic Forum & Globalism
20:16 Is Ethereum a DAO? What Are DAOs?
23:55 DAOs & Corporations
26:30 Ethereum’s End State
32:11 A.I. vs. Crypto
35:42 A.I. Ethics
41:50 AGI vs. Ethereum Progress
42:38 Closing & Vitalik Disclaimers

------
Resources:

Vitalik Roadmap Bankless Episode
https://youtu.be/b1m_PTVxD-s 

Vitalik’s Vlog
https://vitalik.ca/ 

Vitalik’s New Book
https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/ 

The Ethereum Roadmap
https://twitter.com/vitalikbuterin/status/1466411377107558402 

Paths to Single Slot Finality
https://notes.ethereum.org/@vbuterin/single_slot_finality 

MEV Boost
https://www.mevboost.org/ 

DAOs are not corporations
https://vitalik.ca/general/2022/09/20/daos.html 

-----

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

Oct 03, 2022
ROLLUP: NFTs Are Hot Again | Macro is Breaking?! | CFTC Prosecuting DAO Token Holders
01:45:34

5th Week of September, 2022

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro
3:44 BTC Price
4:15 ETH Price
4:33 ETH/BTC Ratio
5:40 Crypto Market Cap
6:27 DYX at 20 Year High
https://www.tradingview.com/x/nRFvPloa/ 
9:10 U.S. Economy ~25% of World GDP
https://twitter.com/biancoresearch/status/1573699077228957697 
9:50 Current Depreciation Relative to Dollar
https://www.reddit.com/r/dataisbeautiful/comments/xn13w5/oc_how_much_other_currencies_have_depreciated/ 
10:15 All is Not Well in the Bond Market
https://twitter.com/biancoresearch/thread/1574877075336470537 
12:10 Drawdown of Equity and Fixed Income
https://twitter.com/dtapcap/status/1574883689242279941 
13:35 Rumor UK Pension Funds Breaking
https://www.wsj.com/livecoverage/stock-market-news-today-09-29-2022/card/private-assets-fueled-VqnloBS8V3GaU2qzurea 
17:20 ETH Economy…
https://ultrasound.money/ 
18:25 Miner Payouts Artificially Increased Gas Prices
https://twitter.com/Butta_eth/status/1573601195847041026 
21:22 Ethereum Weekends vs. Weekdays
https://twitter.com/TrustlessState/status/1574792875539402754 
22:40 Profitability New Meta?
https://tokenterminal.com/leaderboards/earnings 

28:13 CFTC Prosecuting DAO Token Holders?
https://twitter.com/tier10k/status/1573069619895615488 
https://www.cftc.gov/PressRoom/PressReleases/8590-22 
https://twitter.com/DeFiDefenseLaw/thread/1575071268000665601 
33:08 Jake Chervinsky Take
https://twitter.com/jchervinsky/status/1573082859358851073 
34:10 Everything Might Be Okay?
https://twitter.com/BillHughesDC/status/1573090075004608513 
34:55 Dissent! It Didn’t Have to Be This Way
https://www.cftc.gov/PressRoom/SpeechesTestimony/mersingerstatement092222 

38:26 Are NFTs Back?
38:30 Tyler Hobbes Sells 2nd Collection for $17.6m
https://twitter.com/Loopifyyy/status/1575179183864434688 
https://twitter.com/Loopifyyy/status/1575180053859643393 
https://twitter.com/realrubberjesus/thread/1574031608297836545 
40:40 Christies 3.0 - Metaverse Auction House
https://nft.christies.com/?cid=EM_SM_O_TW_Inc_DPT____________ 

46:56 Disney Doubles Down
https://decrypt.co/110572/disney-pushes-further-into-crypto-defi-nfts-with-recent-job-post 
51:44 $4.4M Punk Sale
https://twitter.com/cryptopunksbot/status/1575238937081221128 
https://twitter.com/PabloPunkasso/status/1575245441293119488 
54:00 First NFT Spotted on Instagram
https://imgur.com/BXHWP5U 
57:07 Apple Wants to Impose 30% Commission on NFTs
https://cointelegraph.com/news/grotesquely-overpriced-apple-s-app-store-wants-30-cut-on-nft-sales 
58:30 Tim Sweeney (Epic Games) Denounces Apple
https://twitter.com/timsweeneyepic/status/1573377990100238338 

1:00:44 New Cosmos White Paper
https://www.coindesk.com/tech/2022/09/26/new-cosmos-white-paper-revamps-cosmos-hub-atom-token 
1:02:44 Reversables Transactions?
https://twitter.com/kaili_jenner/status/1573727505491673088 
1:05:12 Lark Bad
https://twitter.com/zachxbt/status/1575494380072611847 

1:09:50 Robinhood Selects Polygon to Launch Web3 Wallet
https://blog.polygon.technology/robinhood-selects-polygon-to-launch-web3-wallet-beta/ 
1:10:44 SafeDAO and SAFE…
https://twitter.com/safe/status/1575047966183653376 
https://safe.mirror.xyz/p1aonqM1NSZeOFN8iY2_Ms8y6Ikuz5E76HRiEPKnCEA 
1:11:10 Opensea Live on Optimism
https://twitter.com/opensea/status/1574799977649422339 
1:11:20 Sound Protocol
https://twitter.com/soundxyz_/status/1572633595818422272 
1:12:00 USDC on 5 New Chains
https://decrypt.co/110800/circle-expands-usdc-stablecoin-support-to-five-new-blockchains 

1:16:08 JOBS
https://pallet.xyz/list/bankless/jobs 

1:19:18 NATION QUESTIONS
https://twitter.com/wesleytate/status/1575156426493857792 
https://twitter.com/DiscoverCrypto1/status/1575171727117545477 
https://twitter.com/seangilll23/status/1575490743422005249 

1:30:00 TAKES
https://twitter.com/ryansadams/status/1573356668439728128 
https://twitter.com/onewayfunction/status/1573346913856131073 
https://twitter.com/0xtuba/status/1573910439842357248 
https://twitter.com/kevinolearytv/status/1574822440110362642 
https://twitter.com/TrustlessState/status/1575529128862027776 
https://twitter.com/punk4156/status/1574072728482627592 
https://twitter.com/ryansadams/status/1575279081070944257 

1:39:00 What We’re Bullish On

1:42:24 MEME of the Week
https://twitter.com/0xLawl/status/1574823004382662664 

1:44:00 Closing & Disclaimers

1:44:18 Moment of Zen
https://twitter.com/BanklessHQ/status/1573255803724861445 

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

Sep 30, 2022
Why Crypto Needs Boys Club with Natasha & Deana | Layer Zero
52:49

The Boys, Natasha Hoskins, and Deana Burke, co-founders of Boys Club are back for their second appearance on Bankless and first in-person inaugural Bankless Studio interview!

If you missed the first episode, Boys Club is a social DAO that is made up of women and non-binary individuals who are a perfect mixture of crypto-curious and fully crypto-pilled individuals.

If you haven’t checked out what Boys Club is building, you really should anon. The vibes are immaculate and they are a force to be reckoned with.

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro
6:39 What is Boys Club?
11:00 Boys Club Evolution
15:05 Why People Join Boys Club
19:47 Nation Builders
22:12 Boys Club DAO
26:10 Infrastructure Template/Playbook
33:07 Building in Public & Authenticity
41:41 Will Boys Club Raise Capital?
44:50 Boys Club Roadmap
47:54 Boys Club Global
51:51 What Boys Club Needs the Most
55:58 Why Join & Why the Name?
58:10 Resources & Closing

------
Resources:

Boys Club Podcast
https://availableon.com/boysclub 

Boys Club on Twitter
https://twitter.com/BoysClubCrypto 

BoysClub.vip
https://boysclub.vip/ 

Natasha on Twitter
https://twitter.com/natashaghoskins 

Deana on Twitter
https://twitter.com/medeana 

1st Bankes Boys Club Interview
https://youtu.be/Gtn8DOxEoqw 

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

Sep 29, 2022
The zkEVM is Here | zkSync's Steve Newcomb
01:29:38

By the end of October, zkSync is going to be shipping the world's first zkEVM. We brought on zkSync's Chief Product Officer, Steve Newcomb to share all about it and how it's going to impact the space.

We also had to ask Steve, wen token? Tune into the episode to hear his response!

------
Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 
------
Timestamps:

0:00 Intro
9:38 Wen Mainnet?
11:22 What is zkSync Shipping?
12:36 zkEVM Design Choices
19:26 Why zkEVM is Progressing Fast
22:56 Optimistic Rollups vs. zkEVMs
27:00 The Layer 3 Ecosystem & Narrative
41:48 Losing Sovereignty?
44:08 Prover Competition
46:39 Same Circuit & Hyper Bridges
52:15 The Cosmos Vision
58:01 L1s to L3s
1:04:10 Onboarding Strategy
1:10:16 Wen Token?
1:13:33 2/3's Distribution
1:15:42 Open Source
1:25:08 zkSync 2.0 & 3.0 and Beyond
1:29:17 Closing & Disclaimers

------
Resources:

Steve Newcomb
https://www.linkedin.com/in/stevenewcomb/ 

zkSync
https://zksync.io/ 

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

Sep 28, 2022
138 - What's Next? Vitalik Buterin | Part I
01:20:44

✨ Part II Out Now for Bankless Premium Subscribers:
https://shows.banklesshq.com/p/early-access-whats-next-vitalik-buterin 

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

Vitalik Buterin is a crypto-economic researcher, author of the Ethereum Whitepaper, builder, and philosopher. He also recently published a new book titled, “Proof of Stake: The Making of Ethereum and the Philosophy of Blockchains.”

In his first Bankless appearance post-merge, Vitalik shares his behind-the-scenes perspective on the merge, looking back—what he would’ve done differently, and most importantly—what’s next?

This is a two-part episode that you don’t what to miss! Part one is all about what’s next for Ethereum. And part two covers more of the social/philosophical realm of holistically, what is Ethereum. Further, Vitalik explores his thoughts on artificial intelligence and its relationship to crypto.

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro
10:28 What Will Trolls Focus on Next?
11:34 The Merge From Vitalik’s Perspective
15:10 PoS Energy Reduction
27:09 Why PoS Took So Long
32:03 Truly Optimal PoS
35:12 What Vitalik Would Change
37:30 Where Are We in Ethereum’s Trajectory
52:53 The Economics of Staking
1:02:15 Centralization of Stake Worry
1:11:40 Censorship Resistance Problem
1:15:15 Validator Choices
1:18:30 Have L2s Lived Up to the Hype
1:20:37 The 2023-2024 Ethereum Era
1:25:41 Closing

------
Resources:

Vitalik Roadmap Bankless Episode
https://youtu.be/b1m_PTVxD-s 

Vitalik’s Vlog
https://vitalik.ca/ 

Vitalik’s New Book
https://www.amazon.com/Proof-Stake-Ethereum-Philosophy-Blockchains/dp/164421248X/ 

The Ethereum Roadmap
https://twitter.com/vitalikbuterin/status/1466411377107558402 

Paths to Single Slot Finality
https://notes.ethereum.org/@vbuterin/single_slot_finality 

MEV Boost
https://www.mevboost.org/ 

DAOs are not corporations
https://vitalik.ca/general/2022/09/20/daos.html 

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

Sep 26, 2022
Post-Merge Recap | White House & U.S. Crypto Regulatory | $160M Wintermute Hack | Do Kwon on the Run?
01:35:31

4th Week of September, 2022

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro
3:00 BTC Price
3:54 ETH Price
https://ultrasound.money/ 
14:00 Relayer and Builder Market
https://www.mevboost.org/ 
18:13 FED WATCH
18:25 Fed Rate Hike this Week
https://www.cnn.com/2022/09/21/economy/fed-rate-hike-september/index.html 
19:45 Risk on Assets Falls
https://www.coindesk.com/markets/2022/09/21/federal-reserve-hikes-rates-to-highest-since-2007-bitcoin-falls-to-19000/ 
21:44 Houses! Interest Rates on Houses Spiking
https://twitter.com/charliebilello/status/1570413955637460993 
https://twitter.com/KobeissiLetter/status/1571522450386735112 
24:00 Flat Markets Prediction?
https://twitter.com/GoldTelegraph_/status/1570738647254831105 

29:27 NEWS
29:30 White House & U.S. Regulatory
https://twitter.com/coingecko/status/1570769375212470272 
https://www.whitehouse.gov/briefing-room/statements-releases/2022/09/16/fact-sheet-white-house-releases-first-ever-comprehensive-framework-for-responsible-development-of-digital-assets/ 
31:20 Terra Screwed Things Up
https://twitter.com/jchervinsky/status/1571991546291159042 
https://twitter.com/RyanSAdams/status/1570774337254461446 
https://twitter.com/brian_armstrong/status/1572095723306627073 
34:35 Draft Stablecoin Bill
https://www.theblock.co/post/171565/draft-stablecoin-bill-in-congress-to-require-fed-state-regulator-approval 
https://twitter.com/jchervinsky/status/1572586178502864896 
39:05 Senate Banking Committee Hates Crypto
https://www.politico.com/newsletters/morning-money/2022/09/22/sherrod-brown-turns-up-the-heat-00058202 
40:00 Interaction Between Toomey and Gensler
https://twitter.com/BanklessHQ/status/1570808589148909569 

41:41 $160M Wintermute Hack
https://t.co/Kkk445dLyv 
41:50 Experts Blame Vanity Address
https://www.theblock.co/post/171192/experts-blame-a-vanity-address-bug-for-wintermutes-160-million-hack 
42:00 More Details on What Happened
https://twitter.com/evgenygaevoy/status/1572329148411936770
https://halborn.com/explained-the-profanity-address-generator-hack-september-2022/ 

44:16 David and Ryan Discuss: What’s Next?
https://twitter.com/iamDCinvestor/status/1572927876546297859 
https://wrongalot.substack.com/p/the-next-big-crypto-narrative 

54:24 PoW Ethereum Fork Dead?
https://thedefiant.io/ethpow-rough-start-after-merge 
54:46 Infura Decentralized Infrastructure Network 
https://twitter.com/infura_io/status/1570794318067290112 
56:00 zkSync Devs Found Bug
https://twitter.com/StarkWareLtd/status/1567888940123983874 
https://twitter.com/iamDCinvestor/status/1567889575128727552 
https://twitter.com/zksync/status/1570073596709462018 
56:55 OpenSea on Arbitrum
https://twitter.com/opensea/status/1572250900198203392 

57:17 Universal Studios NFT Scavenger Hunt
https://twitter.com/banklesshq/status/1572619172454232064 
https://twitter.com/0xferg/status/1572068539049058304 

58:15 Tether: Show Us What’s Backing USDT
https://finance.yahoo.com/news/stablecoin-issuer-tether-ordered-produce-041706661.html 
59:31 FTX in the Lead to Buy Voyager
https://www.coindesk.com/business/2022/09/15/ftx-is-in-the-lead-to-buy-crypto-lender-voyager-digitals-assets-out-of-bankruptcy-source 
https://www.coindesk.com/business/2022/09/20/crypto-exchanges-binance-and-ftx-have-both-bid-roughly-50m-for-voyagers-assets-report 
1:00:42 Do Kwon on the Run?
https://www.coindesk.com/business/2022/09/19/s-korean-authorities-ask-interpol-to-issue-red-notice-for-terra-co-founder-do-kwon-report/ 
1:01:13 Rari Fuse Hack Victim Compensation
https://twitter.com/joey__santoro/thread/1571898748405714947 

1:04:16 Helium Signs Agreement with T-Mobile
https://twitter.com/tier10k/status/1572244764237471749 
https://twitter.com/TusharJain_/status/1572248774893834240 
1:06:13 Kraken’s CEO Stepping Down
https://www.theblock.co/post/171847/krakens-jesse-powell-stepping-down-as-ceo-of-crypto-exchange 

1:06:31 Nasdaq Launching Institutional Crypto Custody Services
https://twitter.com/fintechfrank/status/1572186768132161536 
1:07:05 Liquid Collective
https://twitter.com/liquid_col/thread/1572164626535563265
https://liquidcollective.io/ 
1:07:55 Coinbase Cloud
https://blog.coinbase.com/coinbase-cloud-launches-platform-for-web3-developers-472eb355b1fa 

1:08:45 FTX Reloading
https://cointelegraph.com/news/ftx-in-talks-with-investors-to-raise-1b-for-further-acquisitions-cnbc 
1:09:10 Messari Raises $35M Series B
https://www.prnewswire.com/news-releases/messari-announces-at-mainnet-2022-summit-raising-35-million-in-series-b-funding-301629624.html 

1:11:00 JOBS
https://pallet.xyz/list/bankless/jobs 

1:14:19 NATION QUESTIONS
https://twitter.com/bbbFollowOnly/status/1572948809063317510 
https://twitter.com/mmaatt78/status/1572638221720498176 

1:20:45 TAKES
1:20:50 VCs Against Bitcoin
https://twitter.com/TheStalwart/status/1570485528633417730 
1:21:55 Say No to Bitcoin Fundamentalism
https://twitter.com/danheld/status/1570839132028674048 
1:23:35 Ethereum & Crypto Haters
https://twitter.com/haydenzadams/status/1570459984206381058 
https://twitter.com/haydenzadams/status/1571535610279510021 
1:25:25 Rollups Today
https://twitter.com/jon_charb/status/1572395334516748290 

1:27:31 What We’re Bullish On

1:30:53 MEME of the Week
https://twitter.com/banklesshq/status/1571984307748569088 

1:33:41 Closing & Disclaimers

1:33:50 Moment of Zen
https://twitter.com/gabrielhaines/status/1572927657049980929 

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

Sep 23, 2022
MERGED with Tim Beiko & Danny Ryan
01:20:10

Tim Beiko and Danny Ryan are two of Ethereum’s lead coordinators, and work at the Ethereum Foundation to shepherd the many parts of Ethereum into the future.

How are they feeling on the other side of the Merge? What does this mean for Ethereum?

Few (if anyone) on the planet are more qualified to discuss the Ethereum Proof-of-Stake than these two, and we use this episode to reflect on the magnitude of the event and look forward to the future of the network.

------
 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS: 

 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Resources:

Tim Beiko  
https://twitter.com/TimBeiko 

Danny Ryan
https://twitter.com/dannyryan 

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

Sep 21, 2022
Building A Better Ponzi with Ameen Soleimani | Layer Zero
01:23:20

Ameen Soleimani is the Founder and CEO of SpankChain, the co-creator of MolochDAO, and the co-founder of Reflexer Labs, which created RAI.

David and Ameen chat about Moloch, coordination, DAOs, and what DAOs can do for both Ethereum and the broader world. Additionally, they get into Ameen’s recent fight against the Federal Reserve.

This is a mind-expanding discussion that you won’t want to miss. Enjoy!

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro
5:25 Ameen’s Crypto Perch
7:22 Ethereum’s Culture
9:55 Ameen’s Activity in the Space
14:03 Moloch Meme’s Origin
22:03 Moloch DAO & PTSD(AO)
31:31 Ability to Freely Exit
35:20 Organizational Change
42:55 Slaying Moloch
50:25 Global Settlement Layer
54:20 Sticks vs. Carrots
59:18 RAI, the Fed, Ponzis, & the Dollar
1:10:32 Thomas Jefferson & Slavery
1:15:34 Dollar Printing Gone Wrong
1:18:00 Invading Iraq
1:19:50 Ignoring, Overreacting & the Dollar
1:27:18 How Ethereum Fixes Things
1:34:11 Closing

------
Resources:

Ameen Soleimani
https://twitter.com/ameensol 

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

Sep 20, 2022
137 - The Psychology of Crypto with Morgan Housel
01:16:58

Morgan Housel is a Partner at the Collaborative Fund, financial writer, and New York Times Best Selling author of, “The Psychology of Money.”

He’s an avid student of markets and psychology. And Morgan articulately blends these two perspectives (and all of the many crypto parallels) together to give us timeless lessons on wealth, greed, happiness, and how to invest.

This is another classic Bankless fundamentals episode that you won’t want to miss.

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro
4:49 Morgan’s Background
6:25 Crypto Investing Isn’t Unique
8:31 Psychology of Investing
15:22 Toxic Relationship with Money
22:14 Is it Bad to Talk About Money?
24:34 Nothing is Free in Crypto
34:05 How to Adapt to Volatility
39:45 No One is Crazy
45:52 Luck vs. Risk
51:38 Have Enough
55:25 Freedom
1:00:34 Compounding
1:04:24 Getting vs. Staying Wealthy
1:08:50 Reasonable vs. Rationale
1:13:28 People Change
1:15:33 Pessimism
1:19:33 Closing & Disclaimers

------
Resources:

Morgan Housel on Twitter
https://twitter.com/morganhousel 

The Psychology of Money: Timeless lessons on wealth, greed, and happiness
https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681/ 

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

Sep 19, 2022
ROLLUP: Ethereum Merge Breakdown | Starbucks Polygon | Solana NFTs | Do Kwon Arrest | Binance zkRollups
01:36:03

3rd Week of September, 2022

------
📣 Swell | Liquid Staking for the People
https://bankless.cc/swelldiscord 

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | WEB3 SOCIAL PROTOCOL
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Topics Covered

0:00 Intro

4:10 Crypto Markets
9:35 Macro Markets
https://www.cnbc.com/2022/09/12/stock-futures-are-higher-as-wall-street-awaits-key-inflation-report-.html 
12:00 Monthly CPI 
https://twitter.com/tomhschmidt/status/1569676483076964358 
14:00 Elon Musk Deflation Take
https://twitter.com/elonmusk/status/1568383953370767365 

17:00 MERGED
https://twitter.com/VitalikButerin/status/1570306185391378434 
20:25 Energy Efficient
https://twitter.com/VitalikButerin/status/1570299062800510976 
21:00 Recapping the Merge
Google
https://www.google.com/search?q=the+merge 
Bordel
https://twitter.com/TMIYChao/status/1570319141994889216 
Denver Watch Party
https://twitter.com/trent_vanepps/status/1570304900634144769/photo/2 
Raoul Jordan
https://twitter.com/rauljordaneth/status/1570313476358213632 
25:00 Ethereum Hashrate
https://twitter.com/cryptoquant_com/status/1570304759525150722 
26:25 MEV Boost
https://twitter.com/hasufl/status/1570326887729336320 
28:05 Ultra Sound Money
https://twitter.com/ultrasoundmoney/status/1568977730330320896 
32:30 ETH Supply
https://twitter.com/hasufl/status/1570307515350683649 
Blocktime
https://twitter.com/koeppelmann/status/1570306606339964929 
33:55 David Explains the Merge
https://twitter.com/BanklessHQ/status/1570294915074248709 
35:55 Mainstream Coverage
https://www.nytimes.com/2022/09/15/technology/merge-ethereum-crypto.html 
37:10 Staking APR
https://twitter.com/RyanSAdams/status/1569350617910362112 
38:25 Where to Stake
https://simplestakers.info/ 

43:00 NEWS
44:00 Vitalik in Ukraine
https://twitter.com/revrfg/status/1568885771129470977 
45:$5 Starbucks x Polygon
https://twitter.com/0xPolygon/status/1569302728005804037 
48:25 Solana NFT All-Time High
https://www.theblock.co/post/169050/nft-mints-on-solana-have-surged-to-an-all-time-high 
49:20 White House Proof of Work
https://twitter.com/TIME/status/1569529551897743361 
54:32 Michael Saylor Buys
https://www.coindesk.com/business/2022/09/09/microstrategy-files-for-stock-offering-of-up-to-500m-in-part-to-buy-additional-bitcoin/ 
55:30 China Bitcoin Usage
https://twitter.com/zerohedge/status/1570185657301057543 
56:00 Tornado Cash Withdrawals
https://twitter.com/ryansadams/status/1569728093853552642 
1:02:00 Do Kwon Arrest Warrant
https://www.bloomberg.com/news/articles/2022-09-14/south-korea-seeks-the-arrest-of-terraform-labs-founder-do-kwon 
1:03:14 SEC Crypto Office
https://www.reuters.com/markets/us/us-sec-set-up-new-office-crypto-filings-2022-09-09/ 
1:05:30 Coinbase Policy Efforts
https://twitter.com/brian_armstrong/status/1570133078022160384 
1:09:30 Token Unlocks 
https://token.unlocks.app/ 
1:11:08 Abra Bank Boost
https://twitter.com/billbarhydt/status/1569356209651687424 
1:12:50 Binance zk Rollups
https://www.bsc.news/post/bnb-chain-announces-the-testnet-launch-of-zkbnb 
1:13:50 Plasma Wallet
https://plasma-wallet.com/ 

1:15:00 Raises
Doodles - https://twitter.com/doodles/status/1569655759297716228 
Coop Records - https://twitter.com/Cooopahtroopa/status/1567917204221591552 

1:17:20 JOBS

1:19:00 TAKES
1:20:00 Enabling Withdrawals
https://twitter.com/0xfoobar/status/1569466790266433536 
1:22:02 Ethereum Never Ships
https://twitter.com/TrustlessState/status/1570426020045406213 
1:23:30 All Grown Up
https://twitter.com/RyanSAdams/status/1570325531899629571 
1:25:45 Vitalik Speaks 
https://twitter.com/VitalikButerin/status/1569369929454845957 

1:27:10 What We’re Bullish On

1:34:10 MEME of the Week
https://twitter.com/BanklessHQ/status/1570148692119916546 

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

Sep 16, 2022
15 Bad ETH Takes with Justin Drake
01:34:15

Kicking off Merge Week with a livestream with Ethereum researcher Justin Drake, it's time to debunk some myths and bad takes about ETH.

As we watch Ethereum make its historic transition to Proof-of-Stake, we explore claims against the merge, the Ethereum Roadmap, ETH supply, and many others.

------
 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge 

 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle 

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

------
BANKLESS SPONSOR TOOLS: 

 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Timestamps:

0:00 Intro
7:30 The Merge
10:30 Media Hype
13:30 The Merge Will Never Happen
15:30 Ethereum Roadmap
20:15 Jack of All Trades
26:32 Ether Supply
36:54 Unpredictable Supply
45:10 Staker Tyranny
51:10 The Value of a Fork
54:00 Rich Get Richer
58:36 Deflation is Bad
1:07:05 Higher Fees
1:11:05 ETH is a Security
1:15:03 Reduced Burn
1:22:12 ETH is a Tech Stock
1:25:55 Changing Narratives
1:29:56 Ultrasound Money is Cringe

------
Resources:

Justin Drake
https://twitter.com/drakefjustin 

Justin Drake Episodes
https://youtu.be/1m12zgJ42dI 
https://youtu.be/dHpAC0m8Rkk  
https://youtu.be/FQTZSb3Rc9I 
https://youtu.be/bWqhn1hXvVc 

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

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

Sep 14, 2022
136 - WWIII vs the Machines | Demetri Kofinas
01:34:00

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

------
Demetri Kofinas is a digital entrepreneur and host of the Hidden Forces Podcast, one of our favorites. 

Demetri has a broad perspective on geopolitics, which we explore as we discuss the probability of a World War 3, diplomacy among superpowers, and surviving the rise of the machines.

Have we lost the ability to solve hard problems as a species? 

------
📣 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge  

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

------
BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Intro - Demetri Kofinas
6:30 Hidden Forces
10:26 Towards Chaos
18:00 Cyclical Powers
23:15 Taiwan Case Study
28:30 Trusting Institutions
31:23 State Sovereignty
37:50 Military Power & US Politics
45:00 Liminal Warfare
51:00 Why the Future Doesn’t Need Us
1:00:35 Chinese Algorithms
1:06:15 Unity, Diversity, Identity
1:12:05 Layer Zero Social Values
1:20:05 Losing Our Humanity
1:25:00 Cycling through Chaos
1:28:40 Improving Systems
1:37:30 Closing

------
Resources:

Demetri on Twitter
https://twitter.com/kofinas?s=20&t=cNy4k855qT6O3xHtEC6xZw 

Hidden Forces
https://hiddenforces.io/ 

Theories of War with David Kilcullen
https://hiddenforces.io/podcasts/david-kilcullen-national-emergency/ 

Episode 28 - Industrial Society and its Future
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/ 

Why the Future Doesn’t Need Us
https://www.wired.com/2000/04/joy-2/ 

Brave New World
https://www.amazon.com/Brave-New-World-Aldous-Huxley/dp/0060850523 

The Fourth Turning
https://www.amazon.com/Fourth-Turning-American-Prophecy-Rendezvous/dp/0767900464 

------
Hidden Forces Episodes:

Industrial Society and its Future
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/ 
Encryption and the Will to Power
https://hiddenforces.io/podcasts/demetri-kofinas-industrial-society-and-its-future/ 
Surveillance Capitalism with Sohshana Zuboff
https://hiddenforces.io/podcasts/surveillance-capitalism-shoshana-zuboff/ 
Complex Systems with David Weinberger
https://hiddenforces.io/podcasts/david-weinberger-ai-prediction/ 
The Age of AI with Eric Schmidt & Dan Huttenlocher
https://hiddenforces.io/podcasts/eric-schmidt-ai-human-future-national-security/ 
Predicting the Future with Tim O'Reilly
https://hiddenforces.io/podcasts/tim-oreilly-predict-the-future/ 
Kill Chain with Chris Brose
https://hiddenforces.io/podcasts/kill-chain-chris-brose-anduril-2/ 
American Defense with Elbridge Colby
https://hiddenforces.io/podcasts/elbridge-colby-american-defense-age-of-great-power-conflict/ 
Preparing for Cyber Attacks with Chris Painter
https://hiddenforces.io/podcasts/russian-cyber-attacks-chris-painter/ 

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

Sep 12, 2022
The ETH Merge: BULL OR BEAR? David debates Jordi Alexander
01:35:19

Jordi Alexander returns to debate David Hoffman on whether or not next week's Ethereum Merge is bullish or bearish for ETH. The debate is moderated by none other than, Ryan Sean Adams.

Let us know if you're bullish or bearish in the comments or on Twitter: @banklesshq

------
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

📣 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle 

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

------
BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
3:03 David & Jordi's Luna Debate
10:07 Why the Merge is Overhyped?
16:50 Merge Bulls
21:05 Long ETH?
23:10 The ETH Narrative Play
32:05 Overestimating the ETH Yield
42:38 Blockspace Demand
1:02:05 Multichains
1:06:17 Ethereum's Gravitational Pull
1:09:57 Value Accrual
1:17:23 ETH Not Monetary Premium?
1:28:50 Price Range Predictions

------
Resources:

Jordi Alexander
https://twitter.com/gametheorizing 

Jordi's Article
https://newsletter.banklesshq.com/p/is-the-merge-overhyped 

David's Rebuttal to Jordi's Article
https://newsletter.banklesshq.com/p/a-rebuttal-to-jordi-alexander-and 

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

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

Sep 10, 2022
ROLLUP: Ethereum Merge Bellatrix Upgrade | Binance USDC Stablecoin Wars | Coinbase Treasury Tornado Lawsuit
01:36:59

1st Week of Mergetember, 2022

------
📣 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge 

📣 Converge 2022 | Register with code Bankless250 for $250 off
https://bankless.cc/Circle 

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

------
BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

-----
Timestamps:

0:00 Intro
3:05 Merge NFTs
https://bankless.cc/themerge 
3:47 Converge 2022
https://bankless.cc/Circle 

4:55 MARKETS
6:30 Crypto Market Cap
https://www.coingecko.com/en/global_charts 
7:20 Ethereum Gas Fees
https://dune.xyz/hildobby/Gas 
9:16 Merge Estimator
https://bordel.wtf/ 
10:00 Staking Unlocks
https://twitter.com/TrustlessState/status/1565699759754592259 
14:10 Ethereum Revenue
https://www.theblock.co/post/167488/ethereum-miners-made-756-million-in-revenue-in-august-ahead-of-the-merge 
15:10 EU Energy Crisis
https://twitter.com/biancoresearch/thread/1566180431984205824 
18:50 Energy Fallout
https://www.euronews.com/next/2022/09/05/energy-bills-are-soaring-in-europe-what-are-countries-doing-to-help-you-pay-them 
20:50 WAR!
https://entrepreneurshandbook.co/for-the-war-fd5509d525d 

29:00 MERGE UPDATES
30:17 Bellatrix Upgrade
https://twitter.com/terencechain/status/1567115533233049606 
32:35 Node Updates
https://twitter.com/ajsutton/status/1567117139810873344 
33:20 Economist Article
https://www.economist.com/finance-and-economics/2022/09/06/the-future-of-crypto-is-at-stake-in-ethereums-switch 
34:05 ETH PoW Fork
https://www.coingecko.com/en/coins/ethereum-pow-iou 
37:35 Stake From Home
https://twitter.com/songadaymann/status/1562930578571272192 

43:45 STABLECOIN WARS
https://www.coindesk.com/business/2022/09/05/binance-to-convert-users-usdc-usdp-tusd-into-its-own-stablecoin-busd/ 
47:00 Good for USDC
https://www.coindesk.com/layer2/2022/09/06/who-benefits-from-binance-converting-usdc-to-its-own-stablecoin/ 

50:05 Coinbase MakerDAO Proposal
https://forum.makerdao.com/t/mipxx-coinbase-usdc-institutional-rewards/17703 

55:00 1inch Optimism Airdrop
https://cointelegraph.com/news/1inch-users-on-optimism-to-receive-airdrop-of-300-000-op-tokens 
56:45 Reddit NFTs on OpenSea
https://thecouchcommute.com/reddit-nfts-selling-for-thousands-on-opensea/ 
57:15 ENS August Numbers
https://twitter.com/ensdomains/status/1565374366791057409 
59:37 ProtocolGuild NFTs 
https://twitter.com/trent_vanepps/status/1567177788561424384 
1:01:15 Coinbase Suing the Treasury
https://twitter.com/ViktorBunin/status/1567875895381168132 
1:03:44 Brian Armstrong Statement
https://blog.coinbase.com/defending-privacy-in-crypto-e09db33dece8 

1:05:30 crvUSD Curve Stablecoin
https://twitter.com/chago0x/status/1566874129843757056 
1:06:00 Binance 6% ETH Staking
https://blog.binance.us/eth-staking/ 
1:06:45 Notional Leverage Vaults
https://blog.notional.finance/introducing-leveraged-vaults/ 
1:07:43 Sui Blockchain
https://www.theblock.co/post/168532/mysten-labs-sui-blockchain-fundraise-ftx-ventures 

1:10:15 GET A JOB
https://pallet.xyz/list/bankless/jobs 

1:12:00 QUESTIONS FROM THE NATION
https://twitter.com/BanklessHQ/status/1567544177180672000 
1:13:41 ETH PoW Eligibility
https://twitter.com/johnny_kast/status/1567566362171654144 
1:15:50 Value of ETH PoW
https://twitter.com/mmaatt78/status/1567615122868166657 
1:18:38 What Happens to Merged ETH?
https://twitter.com/HenryJK4/status/1567550561758728192 

TAKES
1:20:20 Surreal Proof of Stake
https://twitter.com/TimBeiko/status/1567197184667578368 
1:21:35 Remember This?
https://twitter.com/ryansadams/status/1565681268913840130 
1:23:45 BSC Network Effect
https://twitter.com/apolynya/status/1566262032319451136 
1:25:27 Reserve Currencies
https://twitter.com/ryansadams/status/1567310589881360385 

1:27:30 What David’s Bullish On
https://twitter.com/TrustlessState/status/1567716721963814912 
1:31:30 What Ryan’s Bullish On

1:34:45 MEME of the Week
https://twitter.com/TrustlessState/status/1567903583563296772 

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

#ether  #ethereum  #crypto  #cryptonews  #btc  #bitcoin #ethpow 

Sep 09, 2022
Trading the Merge | Arthur Hayes
01:23:40

✨ DEBRIEF ✨ | Find out why 1D = 1B:
https://shows.banklesshq.com/p/debrief-arthur-hayes 

-----
This episode has been a long time coming. Arthur Hayes is the crypto trader of traders, and he's particularly bullish on the ETH trade. 

Today, he tells us why.

We've been binging Arthur's writing lately, trying to get inside his head about how he approaches the markets. 

Discussing the inevitability of inflation, the chaotic macro picture, and of course the Ethereum Merge, we piece together the mindset of a trader who has survived the massacre of 2022.

Do you agree with Arthur? Let us know in the comments or on Twitter @banklesshq

------
📣 ConsenSys | Mint a Merge NFT! 
https://bankless.cc/themerge 

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

------
BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Arthur Hayes
6:30 Arthur’s Prolific Writing
12:55 Why Arthur is a Trader
19:10 What’s Causing Inflation?
26:00 The Only Solution
30:11 Structural Inflation
38:09 The Macro Landscape 
44:24 Why Crypto?
50:44 Denominate in Hydrocarbons
58:30 The Ethereum Merge
1:02:30 Is the Merge Priced In?
1:04:30 Crypto Markets
1:06:47 Target ETH Prices
1:08:20 What’s Different?
1:11:58 Making the ETH Trade
1:15:45 Merge vs Macro
1:18:26 DeFi and Arthur’s Conversion
1:22:15 The 2022 Retail Massacre
1:24:30 Surviving as a Trader
1:27:50 Arthur IRL

------
Resources:

Arthur on Twitter:
https://twitter.com/CryptoHayes?s=20&t=fz4N1B7Ifa3OY-tD6l6jhw 

Arthur's Blog:
https://cryptohayes.medium.com/ 

ETH-flexive:
https://cryptohayes.medium.com/eth-flexive-7e1921123f64 

A Samurai, a Knight, and a Yankee:
https://entrepreneurshandbook.co/a-samurai-a-knight-and-a-yankee-211bf975a31d 

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

Sep 07, 2022
135 - Crypto Wars 2.0 with Zooko
01:33:52

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode:
https://shows.banklesshq.com/p/debrief-crypto-wars-20 

As the dust settles with Tornado Cash’s sanctioning news and the arrest of Alexey Pertsev, the space is drawing parallels to the early days of crypto, Crypto Wars 1.0.

We brought on OG cypherpunk privacy developer and co-founder of Zcash, Zooko to talk about Crypto Wars 2.0.

Crypto privacy is being tested in new ways and Zooko couldn’t be in a better place to explain the current complexities. What’s the case for crypto privacy? Why is it such a tough problem to solve? Why is Zooko optimistic about the future of crypto privacy?

What are your thoughts on crypto privacy? Let us know in the comments or on Twitter @banklesshq

------
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

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

------
BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:25 Zooko’s Background
8:30 The State of Crypto Privacy
13:26 A Privacy Enabled Society
18:34 The Case for Privacy
27:53 Why Privacy Equals Freedom
32:38 The Chilling Effect
35:26 Negative Externalities
38:28 Consent & A.I.
47:22 A.I. vs. Cryptography & Law
55:53 Crypto Wars 1.0 vs. 2.0
1:05:25 CDBC & The Clipper Chip
1:09:26 Why Isn’t Crypto Privacy Bigger
1:18:45 The Crypto Experiment
1:22:51 Solving the Privacy Problem
1:24:30 Privacy & DeFi
1:30:00 PoS & Roll-ups
1:42:50 Optimism on Crypto Privacy

------
Resources:

Zooko
https://twitter.com/zooko 

Zcash
https://z.cash/ 

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

Sep 05, 2022
The Bull Case for Rocketpool with Marceau & Ken Smith
01:27:47

On today's episode, we welcome Marceau and Ken Smith, two Rocketpool community members to share everything you need to know about Rocketpool, staking, and the bull case for Rocketpool, ETH, & RPL.

------
ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 

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

------
BANKLESS SPONSOR TOOLS:

ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

-----
Timestamps:

0:00 Intro
4:40 Guest Relationship to Rocketpool
5:45 What is Rocketpool
7:36 Rocketpool's Value Prop
9:45 Two-sided Marketplace
13:20 Rocketpool's Community
16:20 The Bull Case for Rocketpool
19:50 rETH
25:20 rETH Yield
26:30 Protocol Risk
31:05 Rebasing
38:26 Running a Rocketpool Node
43:45 Rocketpool Critiques
51:48 Institutions
57:20 Single Node Operators
59:45 Pools
1:06:00 $RPL Explained
1:10:15 $RPL Critiques
1:16:00 $RPL Bull Case
1:24:40 Closing

-----
Resources:

Marceau
https://mobile.twitter.com/marceaueth 

Ken Smith
https://mobile.twitter.com/shtimseht 

Rocketpool
https://rocketpool.net/ 

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

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. 

Sep 03, 2022
ROLLUP: Saylor Getting Sued | Avalanche Playing Dirty?! | MERGETEMBER | Maker Drama
01:35:01

1st Week of Mergetember, 2022

------
📣 ConsenSys | Mint a Merge NFT!
https://bankless.cc/themerge 


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

------
BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

-----
Timestamps:

0:00 Intro


4:33 MARKETS
4:36 BTC Price
4:56 ETH Price
5:23 ETH/BTC
5:52 Total Crypto Market Cap
6:32 Merge Estimator
10:15 Fed Watch
https://www.cnbc.com/2022/08/26/powell-warns-of-some-pain-ahead-as-fed-fights-to-lower-inflation.html 
12:10 ETH Dives %10 After Powell Rate Hike Signal
https://www.thedefiant.io/markets-dive-powell-speech 

15:33 Avalanche Playing Dirty?
https://cryptoleaks.info/case-no-3 
https://medium.com/@kyleroche/my-response-b691563c255b 
24:00 Tweet from Emin
https://twitter.com/el33th4xor/status/1564006450531377156 
25:00 Maybe Not True?
https://twitter.com/AriDavidPaul/status/1564253955785461767 
26:44 David Take
https://twitter.com/TrustlessState/status/1565340995062882311 

30:35 Saylor Getting Sued
31:40 Saylor Tax Fraud
https://blockworks.co/michael-saylor-and-microstrategy-sued/ 
https://twitter.com/AGKarlRacine/status/1565031380471382019 
https://twitter.com/tier10k/status/1565040637044465666 

34:37 Maker
34:40 Drama Summary
https://threadreaderapp.com/thread/1564716178819653632.html 

43:05 NEWS
43:09 ETH
43:13 Coinbase Announces cbETH
https://decrypt.co/108180/coinbase-announces-cbeth-wrapped-ethereum-staking-token 
https://twitter.com/CoinbaseAssets/status/1562476695357358080 
https://dune.com/Marcov/coinbase-wrapped-staked-eth 
47:43 Abritrum One Upgraded to Nitro Stack
https://twitter.com/arbitrum/status/1565041950142730245 
48:48 Yesterday’s State of the Nation
https://youtu.be/yYzQPRRAs6M 
48:55 cOptimism Gas ATH
https://twitter.com/MSilb7/status/1565131857464901633 
49:55 Data Giant Shocks Ethereum with Ban on Mining
https://www.thedefiant.io/data-giant-shocks-ethereum-with-ban-on-mining 
54:04 Vitalik Book
https://twitter.com/VitalikButerin/status/1564804705997361153 

55:10 NFTs
55:15 Facebook & Instagram Allow Posting NFTs
https://twitter.com/Meta/status/1564282540831248387 
56:00 cReddit Subtly Launches NFTs
https://twitter.com/itstimconnors/status/1562839909261447168 
59:09 Ticketmaster Integrates with DapperLabs’ Flow Blockchain 
https://techcrunch.com/2022/08/31/ticketmaster-taps-the-flow-blockchain-to-let-event-organizers-issue-nfts-tied-to-tickets/amp/ 
59:55 Goose NFT to Bankruptcy Liquidation
https://twitter.com/dmitricherniak/status/1563587242777448448 

1:01:06 Regulation
FBI Issues Warning to Vulnerable DeFi Platforms
https://decrypt.co/108542/fbi-issues-warning-over-vulnerable-defi-platforms 
1:03:47 Crypto.com $10.5M Accident
https://fortune.com/2022/08/31/crypto-com-accidentally-transferred-10-million-to-thevamanogari-manivel/ 

1:05:40 Releases
1:05:42 Orca Protocol Rebrand to Metropolis
https://metropolis.mirror.xyz/ozkx0ZMwIzyahRJiQKpNv_8r7vAhOo-8tucjONhXJHI 

1:06:20 Raises
1:06:24 PROOF $50M from a16z & More
https://a16zcrypto.com/investing-in-proof/ 
https://twitter.com/proof_xyz/status/1564689271755137024 
1:07:28 Reddit’s Ohanian’s $177M Crypto Fund
https://decrypt.co/108560/reddit-co-founder-eyes-177m-crypto-fund-invest-strong-founders-discount-report 
1:08:16 Genesis Raise $500M
https://cointelegraph.com/news/everything-s-on-sale-reddit-founder-galaxy-and-genesis-execs-raise-big-money 

1:08:50 Jobs
https://pallet.xyz/list/bankless/jobs 

1:12:07 Questions from the Nation
https://twitter.com/avi_g_/status/1565192839021363200 
https://twitter.com/nextalphaa/status/1565011491304230912 
https://twitter.com/HappyjoeNFT/status/1565031005475418114 
https://twitter.com/teemu_lens/status/1565008572248899584 

1:21:55 TAKES
1:22:00 New take on the cycle
https://twitter.com/gasull/status/1564888312157876229 
1:23:33 99% of Crypto is a Joke
https://twitter.com/RyanSAdams/status/1564257934011379713 
1:25:12 Gravity Turns Off
https://twitter.com/TrustlessState/status/1564637280379502593 
1:27:17 Worlds Greatest Bitcoiner
https://twitter.com/cobie/status/1565264636445745153 

1:30:14 What David’s Bullish On
1:31:23 What Ryan’s Bullish On

1:34:55 MEME of the Week
https://twitter.com/hegemony_inc/status/1564357396784263170 

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

Sep 02, 2022
Arbitrum Nitro Launch with Steven Goldfeder & Harry Kalodner
01:13:29

On today's episode, we welcome back Steven Goldfeder and Harry Kalodner for their second appearance on Bankless. Both times for huge Arbitrum launches!

Today, Abritrum is launching Arbitrum Nitro, a 7x improvement to Ethereum's capacity. Hear all about it, Abritrum's potential forthcoming token(?!), Abritrum Oddessey, and of course, so much more.

------
Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

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

------
BANKLESS SPONSOR TOOLS:

LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens 

ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Timestamps:

0:00 Intro
6:55 Abritrum Nitro Launch Day
10:40 Reflecting on Arbitrum's Last Year
14:57 Abritrum's Rollup
16:57 The Arbitrum Odyssey
26:55 The Secret Sauce Behind Nitro
30:39 Any Trade-Offs Made?
32:18 Scale Restraints
37:38 What's Next?
47:28 Arbitrum Nova
52:53 Fractals
54:55 What Reddit is Building on Arbitrum Nova
1:01:23 zkRollups
1:04:17 The Abritrum App Layer
1:07:11 Abritrum's Hypothetical Ticker
1:09:38 Other Tech Checkboxes
1:11:34 Closing & Disclaimers

-----
Resources:

Harry Koladner
https://twitter.com/hkalodner 

Steven Goldfeder
https://twitter.com/sgoldfed 

Steven & Harry's First Appearance on Bankless
https://youtu.be/W33LtejihY8 

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

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

Sep 01, 2022
Dissenting from China's Censorship with Jiajun Zeng | Layer Zero
49:56

Before coming to the U.S., Jiajung Zeng lived in China and worked as a Product Manager for TikTok’s parent company, ByteDance. Jiajung worked specifically on the content moderation team that was heavily censored by the Chinese government.

Jiajung tells the story of how content moderation actually works in China. He shares the hoops these Chinese tech companies must go through to even operate as a business. And towards the end of the conversation, Jiajung shares the overall sentiment of the people of China on content moderation and what they do about it. Ultimately the conversation converges on the topic of Ethereum, decentralization, and crypto writ large in China.

This is a special Layer Zero as it shows a side of China many of us don’t typically get a chance to experience and it highlights the importance of crypto fundamentals.

------
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
4:15 Jiajung Zeng’s Background
5:38 ByteDance Explained
8:30 ByteDance Content Moderation
11:11 Political Content Moderation
16:00 Moderation Resource Consumption
20:49 Consequences of Mistakes
22:47 Who is at Risk?
25:47 China’s Content Moderation Army
27:53 AI’s Role
31:35 Uyghurs & China
41:16 Dialect Suppression
43:53 Sentiment of the Chinese People
46:55 The Pushback
50:55 The Positives of China
53:54 Sentiment of the Future of China
57:32 Jiajung’s Ethereum Familiarity
59:47 ByteDance & Ethereum
1:01:52 Chinese People’s Thoughts on Crypto
1:03:11 China’s Crypto Scene
1:04:28 Jiajun’s Message to the Bankless Nation

------
Resources:

Jiajung Zeng
https://twitter.com/zengjiajun_eth 

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

Aug 30, 2022
134 - Ethereum Uncensored with Justin Drake
01:59:22

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode:
https://shows.banklesshq.com/p/debrief-ethereum-unsensored 

With Tornado Cash sanctioning news making waves, the crypto community is asking a big question: Is censorship on Ethereum possible?

We brought on Ethereum researcher Justin Drake to explore this question in detail.

Establishing and preserving censorship resistance is possibly the most important challenge faced by the Ethereum. Covering deep topics like weak vs strong censorship, user-activated soft forks, Justin takes us down what is perhaps our most important rabbit hole yet.

------
📣 Chainlink | Register for SmartCon 2022 with promo code “BANKLESS”
https://bankless.cc/smartcon 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: MERGE (only valid for 24 hours!)
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
6:00 Justin Drake Returns
8:45 What is Censorship Resistance?
13:00 Censorship in Crypto
15:25 Weak vs Strong Censorship
21:25 Ethereum Today
26:35 The Ethereum Nation
31:12 Why This Matters
35:25 Preventing Weak Censorship
42:55 Light Clients
46:26 Proposers and Builders
52:50 Enforcing Transactions
59:24 The Mempool
1:03:45 The Weak Censorship Endgame
1:10:00 Preventing Strong Censorship
1:15:00 Diversity
1:20:00 Activist Staking
1:26:25 A Recovery Scenario
1:33:40 Social Fork
1:40:40 A Forking Deterrent
1:44:45 The Human Shield
1:50:45 Property Rights
2:01:00 The Strong Censorship Endgame
2:05:00 The Broader Context
2:10:56 Justin’s Confidence

------
Resources:

Justin Drake
https://twitter.com/drakefjustin 

Flashbots Episode
https://youtu.be/xex9WVmVfbg 

Justin Drake Episodes
https://youtu.be/1m12zgJ42dI 
https://youtu.be/dHpAC0m8Rkk 
https://youtu.be/FQTZSb3Rc9I 
https://youtu.be/bWqhn1hXvVc 

Solo Staking
https://www.reddit.com/r/ethstaker/ 
https://rocketpool.net/ 

Crypto Lobby Groups
https://gitcoin.co/coincenter 
https://www.defieducationfund.org/ 
https://gitcoin.co/grants/3974/electronic-frontier-foundation 

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

Aug 29, 2022
ROLLUP: BitBoy Lawsuit | Ethereum Merge Updates | Biden Cancels Debt | Tornado Cash Fallout | Pudgy Penguins
01:50:28

4th Week of August, 2022

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

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https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2
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⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Timestamps:

0:00 Intro
1:53 UFO Sightings
5:20 Actual Intro

7:50 MARKETS
9:45 Total Market Cap
https://www.coingecko.com/en/global_charts 
11:15 Biden Debt Cancelation
https://www.politico.com/news/2022/08/23/biden-student-loan-forgiveness-repayment-pause-00053299 
13:30 Trolley Problem
https://pbs.twimg.com/media/FbBIG1vXgAAniu5  
17:50 Inflation Pain
https://panteracapital.com/blockchain-letter/ethereum-tightening-more-than-fed/ 
20:10 Energy Markets
https://twitter.com/Schuldensuehner/status/1562771407313915905
21:14 FTX Revenue
https://www.cnbc.com/2022/08/20/ftx-grew-revenue-1000percent-during-the-crypto-craze-leaked-financials.html 
22:15 Layer 2 NFTs
https://twitter.com/blockworksres/status/1560292557975801856 
23:40 Hardware Wallets Up
https://decrypt.co/107877/crypto-winter-freezes-have-turned-investors-hardware-wallets 

Tornado Cash Fallout
26:30 Flashbots Blacklists Wallets
https://thedefiant.io/flashbots-blacklists-wallets-tornado 
30:20 FTX Froze Aztec Funds
https://twitter.com/aztecnetwork/status/1560710567249096704  
33:55 Uniswap UI Bans Wallets
https://blockworks.co/wallets-banned-by-uniswap-labs-for-alleged-crimes 
34:40 Alex Persev in Jail
https://twitter.com/skywinder/status/1560655212741685248 
36:30 Tom Emmer
https://twitter.com/RepTomEmmer/status/1562084891247902721 
37:15 Matthew Green
https://twitter.com/ryansadams/status/1561887300887482368 
37:45 Tether
https://twitter.com/Tether_to/status/1562468486886346753 
38:25 Layer Zero
https://twitter.com/ercwl/status/1561180759146336256 

40:00 FEI Fallout
https://thedefiant.io/fei-shutdown-uproar 
41:45 The Proposal
https://tribe.fei.money/t/tip-121-proposal-for-the-future-of-the-tribe-dao/4475 

47:15 BITBOY
https://twitter.com/DegenSpartan/status/1559516281078190080 
49:00 Suing Atozy
https://twitter.com/atozy/thread/1562206338293309440 
51:20 Community Support
https://twitter.com/atozy/status/1562403410791567360 
52:20 Drops the Suit
https://twitter.com/AutismCapital/status/1562541877689126913 

56:40 NEWS
58:30 Merge Updates
https://twitter.com/TimBeiko/status/1562418377582419968  
1:00:20 Merge Dashboards
https://twitter.com/duneanalytics/status/1562021273575751680  
1:00:45 Overhyped Merge
https://newsletter.banklesshq.com/p/is-the-merge-overhyped  
1:11:15 Uniswap Open Source Development
https://app.uniswap.org/#/vote/2/24?chain=mainnet 
1:15:50 Nike vs Adidas
https://twitter.com/Blockworks_/status/1561666150991335431 
1:17:15 Pudgy Penguins
https://decrypt.co/107974/pudgy-penguins-ethereum-nfts-pump-83-as-meta-nansen-execs-join-advisory-board 
1:18:20 BendDAO Bank Run
https://metaversal.banklesshq.com/p/the-benddao-bank-run- 
1:21:54 Gary Gensler
https://twitter.com/cobie/status/1561809080297177092 
1:25:00 Coinbase ENS Integration
https://twitter.com/financeguy74/status/1561872288399691777 
1:28:35 Swell Launch
https://blog.swellnetwork.io/mainnet-soft-launch-announcement/ 
1:29:06 Arbitrum Nitro
https://twitter.com/arbitrum/status/1561812173793419265 

1:29:30 Jobs
https://pallet.xyz/list/bankless/jobs  

1:31:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1562470760824057857 
1:32:00 Merge for Norms
https://twitter.com/Yash_WeCan/status/1562472673795457029  
1:35:25 More Merge Questions
https://twitter.com/YoEdJoCo/status/1562472379313684480 
1:36:20 Bullish Layer 2
https://twitter.com/_satyakikc/status/1562651521837600770 

TAKES
1:39:11 Unicorn Markets
https://twitter.com/TrustlessState/status/1562559417857773568 
1:40:00 Good Podcast
https://twitter.com/TrustlessState/status/1562569160474824705 
1:41:05 Eric Wall Poll
https://twitter.com/ercwl/status/1562673861434703876 

1:43:25 What David’s Bullish On
1:45:05 What Ryan’s Bullish On

1:48:30 MEME of the Week
https://twitter.com/NFTek2424/status/1562809727608066048 

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

#ethereum #eth #crypto #cryptonews #btc #bitcoin 

Aug 26, 2022
The Death of Crypto Privacy? with Jake Chervinsky
01:25:16

On today's State of the Nation, it's time to bring back the crypto legal mind of Jake Chervinsky. With the recent OFAC sanctions against Tornado Cash and the cascading chilling effect, our digital rights are under attack.

Have we seen the death of crypto privacy? What can we do to help advocate for digital justice? As always, Jake brings a thoughtful and measured approach to these crucial topics.

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https://bankless.cc/Arbitrum 

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

 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

-----
Resources:

Jake Chervisnky:
https://twitter.com/jchervinsky 

Set Alex Free:
https://setalexfree.nl/ 

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

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

Aug 24, 2022
133 - Flashbots Saves Crypto with Stephane Gosselin
01:21:00

Stephane Gosselin is the Founder of Flashbots, an R&D organization that’s trying to fix the most pernicious problem in crypto—the problem of MEV (Maximum Extractable Value).

Many of us are massively optimistic about crypto and aren’t worried too much about its future. However, this MEV thing could be our achilles heel.

On this episode, we dive into what Stephane and his team are doing to make MEV less of a potential weak point, how MEV works, and what our industry would look like if Flashbots didn't exist. And of course—so much more.

This is another fundamental Bankless episode that you won’t want to miss.

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

🦁 BRAVE | THE BROWSER NATIVE WALLET
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🌉 JUNO | BRIDGE FIAT TO LAYER 2
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⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
9:28 MEV Explained & Its Importance
13:35 The Evil Side of MEV
21:26 MEV Utopia vs. Dystopia
28:54 Competitiveness, Market Structure, Equilibrium
32:10 MEV Supply Chain Crashcourse
37:24 Timeline
38:56 Flashbots Thesis
42:31 No MEV Geth Scenario
45:15 Flashbots Continued
49:10 Solutions
51:15 MEV Boost
1:00:18 MEV Boost Adoption
1:05:10 Differences in Staking APY
1:08:20 Flashbots Incentives
1:12:57 Infinite Problems to be Solved?
1:14:35 PBS
1:17:54 Relayer Role
1:20:05 Weird MEV Potential Merge Issues?
1:22:40 Byproducts of MEV Boost
1:27:17 New Builder Market Speculation
1:31:15 Stephane’s Optimism
1:32:55 Closing & Disclaimer

------
Resources:

Stephane Gosselin
https://twitter.com/thegostep 

MEV-Boost in a Nutshell
https://boost.flashbots.net/ 

Flashbots Blog Posts
https://writings.flashbots.net/writings 

Guide to Ethereum Roadmap
https://newsletter.banklesshq.com/p/guide-to-the-ethereum-roadmap-jon#details 

Ethereum’s Hidden Power Structure
https://newsletter.banklesshq.com/p/125-matt-cutler#details 

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

Aug 22, 2022
ROLLUP: Tornado Cash Fallout | Ethereum Merge Updates | $350m a16z Flow Buy | Sudoswap NFTs
01:51:25

3rd Week of August, 2022

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https://bankless.cc/smartcon 

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BANKLESS SPONSOR TOOLS: 

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https://bankless.cc/Arbitrum 

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave 

🌉 JUNO | BRIDGE FIAT TO LAYER 2

https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME

https://bankless.cc/zkSync 

-----

Timestamps:

0:00 Intro

3:30 MARKETS

7:25 The Merge

https://twitter.com/RyanSAdams/status/1559150913834684418 

14:40 The S&P Price

https://twitter.com/CanteringClark/status/1559164367903637506 

16:10 Arthur Hayes Bullish

https://cryptohayes.medium.com/eth-flexive-7e1921123f64

18:00 NEWS

19:00 Tornado Cash

https://twitter.com/RyanSAdams/status/1558044593937170433 

20:00 Arresting Developers!

https://www.fiod.nl/arrest-of-suspected-developer-of-tornado-cash/

22:12 Writing Code is a Crime?

https://twitter.com/jchervinsky/status/1559534385128415235 

24:35 Coin Center Legal Analysis

https://twitter.com/jerrybrito/status/1559171083105976321

27:06 Historic Money Laundering

https://twitter.com/avsa/status/1558076159102967810 

 

31:18 Tornado Cash Backlash

https://twitter.com/MicahZoltu/status/1558012733412753408 

33:32 DeFi Backbone

https://twitter.com/AntonioMJuliano/status/1558444605271597058 

36:12 Censorship Resistance

https://twitter.com/LefterisJP/status/1558944794658873344

36:47 Soft Fork Power

https://twitter.com/ercwl/status/1559265708411965440 

47:00 Eric Wall Takes

https://twitter.com/ercwl/thread/1559678652308144129

50:24 BTC Maxi Twitter

https://twitter.com/ercwl/status/1559265708411965440/retweets/with_comments

52:47 Press X to Slash

https://twitter.com/brad_eth/status/1559355035623903233 

56:00 Selkis Metal AF

https://twitter.com/twobitidiot/status/1558849512780734472 

58:00 Toxic Maximalism

https://twitter.com/ercwl/status/1559692710822481923 

59:22 Kevin O’Leary

https://www.tronweekly.com/tornado-cash-take-down-was-crucial-kevin-oleary/

1:01:00 What We Can Do

https://twitter.com/JWVerret/status/1559470517941329920 

1:03:07 Digital Bill of Rights

https://twitter.com/RyanSAdams/status/1558481645040197632 

1:04:52 Gitcoin September 7th

https://twitter.com/RyanSAdams/status/1559565929163390979 

1:06:07 Celsius Down $3 Billion

https://twitter.com/blockworks_/status/1559290989688274944 

1:06:37 Mashinsky Trading Strategy

https://t.co/IkjtzHp8zl

1:07:27 3ac New Yorker

https://nymag.com/intelligencer/article/three-arrows-capital-kyle-davies-su-zhu-crash.html

1:10:02 Genesis CEO Exits

https://www.bloomberg.com/news/articles/2022-08-17/genesis-ceo-steps-down-as-crypto-broker-slashes-its-workforce

 

1:12:30 The Exact Merge Time

https://twitter.com/vdWijden/status/1559232749210406917

1:14:20 Gnosis Safe Airdrop

https://twitter.com/OlimpioCrypto/thread/1560284884156956677

1:16:55 OpenSea Stolen NFT Policy

https://decrypt.co/107368/opensea-changes-stolen-nft-policy-following-user-outcry

1:19:05 Sudoswap Crushing It

https://thedefiant.io/sudoswap-nft-amm

1:19:30 BendDAO Liquidation Risk

https://twitter.com/cirrusnft/status/1559954449002401792 

1:22:12 Mailchimp Crypto Crackdown

https://decrypt.co/107099/intuit-owned-mailchimp-is-banning-crypto-content-creators

1:22:50 Taiwan IPFS

https://decrypt.co/107293/taiwan-turns-to-ipfs-tech-to-thwart-cyberattacks-from-china

1:25:25 SEC Suing Dragonchain

https://cointelegraph.com/news/2017-icos-aren-t-over-yet-sec-files-suit-against-dragonchain-and-its-founder

1:27:32 Canada Crackdown?

https://twitter.com/TrustlessState/status/1560048202446999552 

1:30:30 Inflation Reduction Act

https://www.cnbc.com/2022/08/12/house-to-vote-on-inflation-reduction-act-tax-and-climate-bill.html

1:32:10 Galleon Portfolios

https://blog.galleon.community/introducing-galleon-portfolios-narrative-based-indices-65c50be51c28

1:33:20 a16z $350m in Flow with Adam Neumann

https://twitter.com/andrewrsorkin/status/1559148342013296641 

1:35:30 Dragonfly Buys Metastable

https://www.coindesk.com/business/2022/08/15/crypto-venture-capital-firm-dragonfly-buys-hedge-fund-report/ 

1:36:00 Jobs

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

 

1:38:00 Questions from the Nation

https://twitter.com/BanklessHQ/status/1559934036352589825

1:38:45 Staking After the Merge

https://twitter.com/mrymz_2/status/1559944361395101696 

1:40:30 Post-Merge Narrative

https://twitter.com/p3te_eth/status/1559947163832139777 

1:42:00 TAKES

1:42:20 DYOR

https://twitter.com/oooitscrime/status/1558846681747177476

1:44:25 Thanks OFAC!

https://twitter.com/valkenburgh/status/1559544321489223682

1:46:15 What David’s Bullish On

1:47:04 What Ryan’s Bullish On

1:49:45 Meme of the Week

https://twitter.com/null_eth/status/1557795334775926784

-----

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

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

Aug 19, 2022
Is The Merge Priced In? with Hal Press & Ryan Berckmans
01:25:13

Is the Merge Priced In? The Ethereum Proof-of-Stake Merge looms around the corner, but how do the markets feel about it?

Ryan Berckmans and Hal Press have a mutually bullish discussion about the Ethereum network today, tomorrow, and long-term. They're both bullish ETH, but differ on how it's going to play out.

This is our favorite kind of debate. 

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https://bankless.cc/smartcon 

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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: VITALIK
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🚀 ROCKET POOL | ETH STAKING
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

-----
Timestamps:

0:00 Intro
7:00 Hal & Ryan Thesis
18:28 The Merge is Happening
23:30 A Crowded Trade
29:23 Risks and Catalysts
36:10 Structural Significance
41:40 Blockspace Demand
46:40 Real vs Nominal Return
50:30 Miners vs Validators
56:00 Proof of Stake Wins
59:00 Store of Value
1:09:45 The Flippening
1:18:00 Price Predictions

-----
Resources:

Hal Press 
https://twitter.com/NorthRockLP

Ryan Berckmans
https://twitter.com/ryanberckmans

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

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

Aug 17, 2022
Ethereum’s Progression with Hudson Jameson | Layer Zero
01:16:48

Hudson Jameson is an Ethereum enthusiast and core developer liaison with a rich background in blockchain projects. He’s played an active role in shaping various online communities for decentralized technology, including Ethereum and more recently, Zcash.

On today’s episode, Hudson shares his storied crypto journey starting in 2015 when he first became interested in Ethereum through the ups and downs he experienced as a part of Ethereum’s inner circle, all the way to what he’s up to today.

Hudson closes with some heartfelt advice on burnout and mental health in the crypto space that you don’t want to miss.

------
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https://bankless.cc/smartcon 

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https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
4:40 Hudson’s Background
6:54 2015 Crypto
9:00 Fork and Fair Launch Era
14:26 Early Tribalism
19:28 How Hudson Stumbled on Ethereum
23:43 Early Ethereum Culture
28:40 Progress Through the Chaos
33:12 How Vitalik Handled the Chaos
37:24 Why PoS Took So Long
38:45 When Bullish ETH Became Clear
41:34 Augur & ICOs
44:51 Hudson & Inner Circle in 2017
47:46 The DAO Hack
53:30 2018-2020 Bear Market
1:00:11 Core Devs Tug-a-War
1:08:00 The Ethereum Community
1:09:41 Hudson Steps Down From EF & Burnout Culture
1:14:35 Hudson’s Legacy So Far
1:17:05 Improving Crypto’s Culture
1:20:37 Privacy
1:21:45 Closing

------
Resources:

Hudson Jameson
https://twitter.com/hudsonjameson 
https://hudsonjameson.com/ 

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

Aug 16, 2022
132 - Polynya's Crypto Thesis
01:07:11

This conversation has been a long time coming. Polynya is a pseudonymous writer, investor, and crypto researcher. 

Polynya coined the term “modular blockchain” and has been influential on 100 different crypto topics, most notably on rollups, though they’re quick to point out that rollups are no longer their main focus. 

This is a unique episode, in which Bankless DAO’s Eureka John acts out Polynya’s voice based on a 5-hour text-based discord interview. Tune in as we explore Polynya’s fascinating mind, covering their broad crypto thesis, EIP-4844, and the future of Ethereum Scalability.

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta 

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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: MINTME
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Topics Covered:

0:00 Intro
9:00 Polynya the Anon
13:45 Polynya IRL
20:05 Cautious Optimism
25:35 Polynya’s Crypto Thesis
29:58 Accruing Value at the L1
31:54 Bitcoin vs Ethereum
33:30 Alt-L1s and Decentralization
35:10 Everything is Finance
38:10 Layer 2 Value Capture
41:33 Rollups vs ETH
45:30 Increasing L2 Demand
47:40 Layer 2 Tokens
52:45 A Symbiotic Relationship
56:08 Cosmos and Alt-L1s
58:45 App-Specific Chains
1:00:30 All Just Chains and Bridges
1:02:14 Why Cardano Rocks and Sucks
1:04:23 Cults and Tribalism
1:05:20 Changing Crypto
1:06:54 Changing the World
1:07:35 Polynya’s Message
1:08:30 Thank You Polynya

------
Resources:

Polynya on Twitter:
https://twitter.com/apolynya?s=20&t=4Cws8vmOo7v2mRmI8mGyfw 

Polynya’s Writing:
https://polynya.medium.com/ 

Modular Blockchains:
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum 

Eureka John:
https://twitter.com/EurekaJohn1?s=20&t=ws5GNZKUSZtegsJQkvcuAg 

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

Aug 15, 2022
ROLLUP: Goerli Merge | Tornado Cash Ban | Coinbase BlackRock Deal | Fake Solana DeFi?
01:36:52

2nd Week of August, 2022

------

📣 Forta | Help Make Web3 a Safer Place

https://bankless.cc/Forta 

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BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING

https://bankless.cc/RocketPool

⚖️ ARBITRUM | SCALING ETHEREUM

https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

🦁 BRAVE | THE BROWSER NATIVE WALLET

https://bankless.cc/Brave

🌴 MAKER DAO | DECENTRALIZED LENDING

https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING

https://bankless.cc/Ledger 

------

Topics Covered:

 

0:00 Intro

 

5:00 MARKETS

 

7:30 ETH BTC Ratio

https://ratiogang.com/

12:30 Gas Markets

https://twitter.com/TrustlessState/status/1555560926945939457?s=20&t=VcAg464--JOGiSzeNbyayA

15:45 CPI Interest

https://twitter.com/business/status/1557345174015066113

20:00 Layer 2 TVL

https://l2beat.com/

20:40 VC Money

https://twitter.com/fintechintern/status/1556444033555234816?s=21&t=XxUVGr0qz0svCx83Xdo7Rg

22:00 EIP-1559 Anniversary

https://twitter.com/takenstheorem/status/1555531313939087363?s=20&t=ptIP5_rsdZo0gUdYXg7U5A

 

26:30 NEWS

 

27:15 Goerli Testnet Merge

Announcement: https://twitter.com/BanklessHQ/status/1557544247619878913?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

Pandas! https://twitter.com/TimBeiko/status/1557543798523146240?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

Details: https://twitter.com/vdWijden/status/1557555377314701312?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

 

 

33:00 Tornado Cash Ban

Press Release: https://home.treasury.gov/news/press-releases/jy0916

37:10 Secretary Blinken

https://twitter.com/SecBlinken/status/1556661834287140868?s=20&t=4wDLBQG8U7PusK0R-3UCTQ

Full Story: https://youtu.be/lJZx8RyeJys

38:20 Freezing USDC

https://twitter.com/bantg/status/1556712790894706688?s=21&t=iEzJRHGq48PgLH0Id10pNw

39:40 Github Suspensions

https://twitter.com/semenov_roman_/status/1556717890308653059?s=20&t=-Um1R1tQa_4YPLFEAY9GGw

40:30 Summary Thread

https://twitter.com/SethHertlein/thread/1557442355678117889

44:05 MakerDAO Impact

https://thedefiant.io/tornado-impact-makerdao-dai

48:30 Normalizing Tyranny

https://twitter.com/RyanSAdams/status/1557121749334065154?s=20&t=uv3Ux69ZVUrVvYjhUE9Okw

 

55:30 Fake Solana DeFi?

https://www.coindesk.com/layer2/2022/08/04/master-of-anons-how-a-crypto-developer-faked-a-defi-ecosystem/

 

1:02:00 Coinbase BlackRock Partnership

https://blog.coinbase.com/coinbase-selected-by-blackrock-provide-aladdin-clients-access-to-crypto-trading-and-custody-via-b9e7144f313d

1:03:00 Arbitrum Nova

https://twitter.com/arbitrum/status/1557025237769805825

1:06:35 Uniswap Foundation

https://gov.uniswap.org/t/temperature-check-create-the-uniswap-foundation/17358

1:07:30 MakerDAO HVBank

https://twitter.com/SebVentures/status/1555234746539581444?s=20&t=rtTTlkxuLHK_73JuqFqrSA

1:09:05 Meta Instagram NFTs

https://www.theblock.co/post/161497/meta-expands-digital-collectables-support-on-instagram-to-100-more-countries-adopts-flow-blockchain

1:09:30 Voyager Bankruptcy

https://decrypt.co/106791/voyager-digital-approved-return-270-million-clients

1:10:10 Immutable Gamestop

https://twitter.com/Immutable/status/1556797772275208192

1:10:30 Vitalik Compression

https://twitter.com/VitalikButerin/status/1554983955182809088?s=20&t=CP_wmjSv-X4KGDtdVjhk6A

 

1:12:30 Jobs

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

 

1:16:00 Questions from the Nation

https://twitter.com/BanklessHQ/status/1557397382744006656?s=20&t=D9vf5Thb0BlBK7osdhdYyg

1:16:30 How to get the PoW fork?

https://twitter.com/accounthome11/status/1557469851270238212?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:18:35 Bridge Risk

https://twitter.com/avi_g_/status/1557406430977994752?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

1:22:00 Staking Wait Time

https://twitter.com/mmaatt78/status/1557471309554237440?s=20&t=-_fuRP3eW2MCE2WHkiWXyQ

 

1:22:30 TAKES

1:23:00 Pausing OP Incentives

https://twitter.com/apolynya/thread/1556848533596037120

1:24:10 NFT Roulette

https://twitter.com/ryananderson/status/1555639880612564992

1:25:20 Banning SSL

https://twitter.com/phunk9871/status/1557309945841958912?s=21&t=V2jbdxuDNkHwLw9ZWbuQyA

1:26:50 State of Market

https://twitter.com/notthreadguy/status/1557370241377763329?s=20&t=FAvjCgR1WvvG4Fko8XHcug

 

1:27:30 What David’s Bullish On

1:30:10 What Ryan’s Bullish On

 

1:34:00 Meme of the Week

https://twitter.com/calebini/status/1556090898487816192?s=20&t=qS3xmkeCe0NChYWbcVIgiA

 

-----

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

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

Aug 12, 2022
Tornado Cash BANNED By OFAC... Is this the War on Crypto?
28:57

On Monday, the U.S. Treasury Department made a smart contract illegal. 

They can do that?? 

David walks you through the news, with multiple interviews from Jerry Brito and Collins Belton, two experts in the matter. 

Let us know how you like the format!

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

------
BANKLESS SPONSOR TOOLS: 

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

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

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

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

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

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

------
Topics Covered:

0:00 Intro
Opening Shot: https://twitter.com/RyanSAdams/status/1556743328774995971?s=20&t=OzfqFxxolrjhwZICo4KV6w 
Ripple Effects: https://twitter.com/collins_belton/thread/1556650759994970113 
Neutral Tool: https://twitter.com/jerrybrito/status/1556667240711438337?s=20&t=avKH9mQ1_3KDno2P2THs7Q 

4:00 What is OFAC?
Overview: https://home.treasury.gov/policy-issues/office-of-foreign-assets-control-sanctions-programs-and-information 
Press Release: https://home.treasury.gov/news/press-releases/jy0916 
Sec Blinken: https://twitter.com/SecBlinken/status/1556677862345801728?s=20&t=QwqpNxU9CYKPz8LhBATSFQ 

7:44 What is Tornado Cash?
Breakdown: https://blog.chainalysis.com/wp-content/uploads/2022/08/tornado-pie-1536x1034.png 
Treasury Misleading: https://twitter.com/USTreasury/status/1556655337431785472?s=20&t=Jw5y0Xr4fHSelCzfhWvYlQ 
Alex Svanevik: https://twitter.com/ASvanevik/status/1556983834809614337?s=20&t=OCDr5P9jRweG9RVYdmmxKQ 

10:20 Using Tornado Cash
Neeraj Meme: https://twitter.com/NeerajKA/status/1556707552251060225?s=20&t=UNffL4gM4hBsaXDEZ0gJ_w 
Clean ETH2 Addresses:  https://twitter.com/econoar/status/1556775153153048582?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw 
More Use Cases: https://twitter.com/RezaJafery/status/1556751888896258049?s=20&t=9rJ2buSh4PCTPMlNKezAyw 

12:15 Banning Smart Contracts
Coin Center Announcement: https://www.coincenter.org/u-s-treasury-sanction-of-privacy-tools-places-sweeping-restrictions-on-all-americans/ 

17:08 Ripple Effects
Circle: https://www.theblock.co/post/162172/circle-freezes-usdc-funds-in-tornado-cashs-us-treasury-sanctioned-wallets 
Github: https://twitter.com/bantg/status/1556721709931175937?s=20&t=LSCI_12-Giipv727Y52qUg 
Infura & Alchemy: https://twitter.com/0xdev0/status/1556933551073153024 

20:55 A Ban on Who?
Cobie & Gainzy: https://twitter.com/cobie/status/1556647650212155394?s=20&t=F8nhR0zX4PkbGGOl1JmBCQ 
Depositing .1 ETH: https://twitter.com/josephdelong/status/1557011056572129280?s=20&t=F1JszlO7Zm0lm4EGsgBrNg 

23:14 A Chilling Effect
Attacking Free Speech: https://twitter.com/matthew_d_green/status/1556764387796340736?s=20&t=w8K19sEWj_AVS372HOjHTw 

25:47 Decentralization
Priorities: https://twitter.com/econoar/status/1556825245381578753?s=20&t=63-Nwh2Lv7u8tTC4E-CVUw 

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

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

Aug 11, 2022
Cryptographer David Chaum | Layer Zero
01:10:59

David Chaum is a computer scientist and an OG member of the cryptography community. His innovation has driven much of the mathematical foundation of cryptocurrency, and he continues to work on projects like xx Network.

In 1985, David issued this warning to the public:

“Computerization is robbing individuals of the ability to monitor and control the ways information about them is used. Already, public and private sector organizations acquire extensive personal information and exchange it amongst themselves… The automation of payment and other consumer transactions is expanding these dangers to an unprecedented extent.”

In today’s surveillance capitalism, it’s clear that we need cryptography now more than ever.

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta 

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🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Intro
6:00 David Chaum
11:30 60s Technology
20:00 60s Culture
23:55 A New Direction in Cryptography
33:30 The Fork in the Road
41:50 Minimum Disclosure
48:25 Traffic Analysis
56:05 Surveillance Capitalism
1:02:00 The State of Data Today
1:12:00 New Ideas and Society
1:15:40 Advice to Crypto

------
Resources:

David on Twitter:
https://twitter.com/chaumdotcom?s=20&t=u3ULosGOPIOTPZobdnMKkw 

David’s Website:
https://chaum.com/ 

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

Aug 09, 2022
131 - Rise of the Network State | Balaji Srinivasan
01:44:20

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/debrief-rise-of-the-network-state 

Balaji Srinivasan is an investor, founder, and Former CTO of Coinbase and GP at a16z and author of The Network State, which will be the main focus of the podcast today.

The Network State explores ideas surrounding digital communities and the future of how we coordinate as a species. A startup society fosters the emergence of network unions, which evolve into a network archipelago—eventually calcifying into the network state.

As we muse about the fate of human systems, we explore mental models for understanding the digital revolution and how we can allow coordination to thrive.

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta

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

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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:19 Common Denominators
8:50 Micro vs. Macro History
15:15 The Network State
19:05 Online Communities
23:50 Nation vs. The State
36:20 Why A Nation State
40:18 The One Commandment
1:02:44 Being Inside the Network State
1:08:00 Bankess x the Network State
1:13:38 What’s the Incentive?
1:19:30 Violence’s Role
1:33:48 Non-Wealthy Critique
1:38:53 Everyone Joins the Network State
1:44:20 Network State Action Items
1:48:46 Closing & Disclaimers

------
Resources:

Balaji
https://twitter.com/balajis 

The Network State
https://thenetworkstate.com/ 

Dashboard
https://thenetworkstate.com/dashboard 

Vitalik’s Review
https://vitalik.ca/general/2022/07/13/networkstates.html#what-is-a-network-state 

One Commandment
https://thenetworkstate.com/the-one-commandment 

FDIC Insured Bank Charts & Fintech Tweets
https://twitter.com/balajis/status/1351068210930601984 

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

Aug 08, 2022
ROLLUP: Solana Wallet Hack | Nomad Bridge Hack | Ethereum PoW Chain | DeFi Tokens | Coinbase ETH Staking
01:47:59

First Friday of August, 2022

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta

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🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
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BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

5:00 MARKETS
7:23 All Time High
https://messari.io/screener/bear-market-vibes-C66F0A22
9:30 Mainstream ETH
https://twitter.com/TheStalwart/status/1554061312443006976
11:15 Bullish on the Merge
https://twitter.com/data_always/status/1554521769591144448
15:20 Ethereum ESG
https://twitter.com/Data_Always/thread/1554560847585886210
17:02 ENS Boom
https://twitter.com/ensdomains/status/1554099225352290304
20:20 Opensea.eth
https://twitter.com/degentraland/status/1554592812674449410

22:00 NEWS
24:00 $200m Nomad Bridge Hack
https://www.coindesk.com/tech/2022/08/02/nomad-bridge-drained-of-nearly-200-million-in-exploit/
31:55 Returning Funds
https://www.theblock.co/post/161175/nomad-hack-ethical-hackers-return-9-million-to-exploited-crypto-bridge-platform
33:45 Are All Bridges Vulnerable?
https://twitter.com/bkiepuszewski/thread/1554375783577276416
38:45 Bridge Security
https://twitter.com/RyanSAdams/status/1483803596055621632

48:35 Solana Wallet Hack
https://thedefiant.io/solana-wallet-breach/
49:30 Explaining the Hack
https://twitter.com/milesdeutscher/thread/1554853898497576960
52:20 Plaintext
54:00 David’s Wallet Advice
https://twitter.com/trustlessstate/status/1554628479848685572

59:05 Ethereum Proof of Work Chain
https://twitter.com/ceterispar1bus/status/1553113853361258505

1:06:00 Other News
1:08:00 Aave Multichain Strategy
https://cointelegraph.com/news/aave-devs-propose-freezing-fantom-integration-citing-lack-of-traction-and-potential-vulnerability
1:10:10 SushiSwap Chef Compensation
https://thedefiant.io/sushiswap-head-chef-may-pocket-a-third-of-all-tokens-paid-to-staff/
1:10:40 Optimism Bedrock
https://twitter.com/optimismFND/thread/1554528451767451650
1:13:15 Happy Birthday Ethereum!
https://twitter.com/BlockGeekDima/status/1553331229285548044
1:13:35 Michael Saylor Steps Down
https://twitter.com/tier10k/status/1554558287940669440

1:15:30 NFT News
Tiffany CryptoPunks
https://twitter.com/tiffanyandco/status/1553742328652877827
Magic Eden Supporting ETH
https://twitter.com/MagicEden/status/1554497669032206336
Rainbow Wallet
https://twitter.com/rainbowdotme/status/1551978336359890944
StarkNet
https://twitter.com/aspectdotco/status/1554119172262490112

1:19:00 Robinhood Fined $30M
https://twitter.com/alyssachoo_/thread/1554493577249669123
1:20:08 Commodity Senate Bill
https://www.reuters.com/markets/us/senate-bill-would-hand-bitcoin-ether-oversight-commodities-regulator-2022-08-03/
1:21:00 SEC Charges Forsage
https://www.theblock.co/post/160624/sec-charges-forsage-founders-promoters-in-300-million-crypto-ponzi-scheme-lawsuit

1:21:50 Quick News Hits
Celsius Leak
https://blockworks.co/celsius-admits-customer-emails-leaked-in-third-party-data-breach/
Babel Finance
https://www.theblock.co/post/160230/babel-finance-crypto-lost-280-million-proprietary-trading-restructuring
Coinbase ETH Staking
https://twitter.com/CoinbaseInsto/status/1554186523800526848
Swell Network
https://twitter.com/swellnetworkio/status/1552891765237026816
Immutable X Gamestop
https://twitter.com/Immutable/status/1552821358773448705

1:23:36 Raises
Variant Fund III
https://variant.fund/articles/introducing-variant-fund-iii/
Vee Friends a16z
https://blog.veefriends.com/veefriends-closes-seed-round-from-a16z-crypto-afa151561051

1:24:15 Jobs
https://pallet.xyz/list/bankless/jobs

1:26:00 Questions from the Nation
1:27:30 DCA into a Token
https://twitter.com/Madge_80/status/1554862719223963652
1:31:00 Getting a Job in Crypto
https://twitter.com/patduds/status/1554876401928454144

1:33:00 TAKES
1:33:30 Authoritarian vs Libertarian
https://twitter.com/balajis/status/1552776283968323585
1:35:30 Goalposts Moving
https://twitter.com/sassal0x/status/1553750144515842049
1:36:30 Call Out Scammers
https://twitter.com/VitalikButerin/status/1554258761727938561
1:39:55 Caring About Decentralization
https://twitter.com/RyanSAdams/status/1553488247564767234
1:41:00 Fees-Driven Bulls Market
https://twitter.com/TrustlessState/status/1553477269544484864

1:42:12 What David’s Bullish On
1:43:25 What Ryan’s Bullish On

1:46:20 Meme of the Week
https://twitter.com/memejority/status/1554493706945720321?s=21&t=tu1DynjBZTppSHroSEfswg

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

Aug 05, 2022
The zkWars | zkSync & Scroll
01:20:55

The zkWars are heating up. With 3 different teams recently announcing their zkEVM, we’re joined by Alex Gluchowski of zkSync and Ye Zhang of Scroll.

Optimism’s Ben Jones cohosts as we explore why zkEVM is such a big deal, the respective roadmaps to mainnet, and of course… wen token?

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta

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🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
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BANKLESS SPONSOR TOOLS: 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
3:15 Crypto 101
10:00 Alex and Ye
13:25 zkSync
18:20 Scroll
22:30 What's Different about zkSync
31:10 What's Different about Scroll
37:15 zkProof Performance
41:30 Decentralizing Provers
46:30 Approaching Developers
57:07 Challenges to Upgrading
1:03:40 Vibe Check
1:09:20 Centralized Keys
1:17:45 Closing

------
Resources:

Ben Jones
https://twitter.com/ben_chain

Alex Gluchowski
https://twitter.com/gluk64

Ye Zhang
https://twitter.com/yezhang1998

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

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

Aug 03, 2022
The Centralized Food Production Crisis | Anthony Gustin
01:31:02

Anthony Gustin is the host of The Natural State Podcast, author of the best-selling, “Keto Answers,” and former sports rehab clinician turned entrepreneur, amateur farmer, investor, and advisor.

You might be noticing that Anthony isn’t a crypto bro. However, as David explains in many Bankless episodes, crypto principles can be seen in many other industries as well—including the food industry.

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta 

------
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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
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⚖️ ARBITRUM | SCALING ETHEREUM
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❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
7:35 Anthony’s Background
11:35 Centralized Food Production
14:08 Divergent Food Products
20:29 Fake Food Ingredients
22:30 Government Lobbying
25:40 Corn Subsidization
28:07 Remaining Problems
31:20 Disconnection to Food
36:11 Fragility Monocrop Culture
42:40 Systems Breaking Down
48:26 What Anthony’s Excited About
51:07 The Path Forward
1:05:00 Regeneration, Carbon, & Methane
1:20:19 Sustainable Scaling Solutions
1:28:43 Advice For You
1:32:18 Sunburn & Seed Oils
1:36:08 More Advice
1:38:58 Anthony’s Question to David
1:42:36 Closing

------
Resources:

Anthony Gustin
https://dranthonygustin.com/ 

Ground Work Collective
https://groundworkcollective.com/ 

Anthony’s Twitter
https://twitter.com/dranthonygustin/ 

Anthony’s Instagram
https://www.instagram.com/dranthonygustin/ 

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

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

Aug 02, 2022
The Nounders | 4156, VapeApe, Seneca | Nouns DAO Series Ep #1
58:01

In this two-part Bankless Series, we're exploring the Nouns DAO. In episode one, we're chatting with The Nounders, aka the founders of the Nouns DAO. In episode two, we'll be chatting with a few Nouners, aka some Nouns DAO members.

The Nouns project has taken the crypto ecosystem by storm. Hear why and how in the episode!

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta 

------
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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:00 Nouns DAO Origin
9:05 CryptoPunks vs. Nouns
11:55 4156's Tweet Thread
13:05 Noun Distribution Mechanism
22:20 Noun Art, Properties, & Rarity
37:00 Nouns Governance
44:25 Nounish Culture & Direction
52:00 Nouns DAO Proposals
54:50 Nouners Wednesday Episode
57:05 Closing

Resources:

4156
https://twitter.com/punk4156 

Vapeape
https://twitter.com/punk4464 

Seneca
https://twitter.com/cryptoseneca 

Nouns DAO
https://twitter.com/nounsdao 

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

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

Aug 02, 2022
130 - How to Fix DeFi Tokens | Hasu
01:36:50

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode:
https://shows.banklesshq.com/p/debrief-how-to-fix-defi-tokens 

This is Hasu’s 5th appearance on Bankless and this might be his best one yet. If you’re unfamiliar, Hasu is a crypto-economic researcher at Paradigm, strategist at Flashbots solving MEV, host of Uncommon Core, and more recently, a Governor delegate for MakerDAO and overall DAO governance thinker.

In this episode, we’re going to reorg your brain about what it means to be a DAO. Hear what’s broken about DAOs, the potential solutions, what regulation could do to help, and so much more.

------
📣 Forta | Help Make Web3 a Safer Place
https://bankless.cc/Forta 

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

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BANKLESS SPONSOR TOOLS:

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴 MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐 LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:10 DeFi Token Brokenness
12:36 Treasury Management
15:29 Uniswap Token & Fees
27:09 Uniswap’s Strategy
29:58 DAO Governance & Business
33:06 DAOs vs. Digital Organizations
41:55 Regulation vs. DAO Governance
44:53 Founder & Protocol Alignment
50:09 Regulatory Clarity
1:00:16 Regulation’s Bull Case
1:03:58 Game Theory & Gov. Adoption
1:08:05 DAO Constitutions
1:13:13 The Value Prop of DeFi
1:21:03 SubDAOs & Voting
1:28:00 DAO Costs
1:31:04 Summary & Action Items
1:34:09 Why Be Optimistic of DeFi
1:40:53 Closing & Disclaimers

------
Resources:

Hasu
https://twitter.com/hasufl 

Fake Dao vs Real Daos by Gabriel Shapiro
https://lexnode.substack.com/p/defining-real-and-fake-daos 

The Market for Promises by Anthony Lee Zhang
https://anthonyleezhang.substack.com/p/the-market-for-promises 

A Stupid Simple Governance Framework by Andrew Beal
https://30000feet.substack.com/p/issue-72-a-stupid-simple-governance 

Hasu’s Recent Maker Governance Post
https://vote.makerdao.com/address/0xafaff1a605c373b43727136c995d21a7fcd08989#delegate-credentials 

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

Aug 01, 2022
EthCC #5 | "The Cosmos (ATOM) Thesis" - Sunny Aggarwal
17:36

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 5, Sunny Aggarwal joins us from the Cosmos ecosystem, and gives the high level on one of the more compelling theses in the crypto space.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
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------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

⚖️ARBITRUM | SCALING ETHEREUM
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❎ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger

------
Topics Covered:

0:00 Intro
2:30 Sunny and EthCC
4:00 The Cosmos Vision
7:50 Horizontal vs Vertical
11:50 Acceleration Strategies
14:40 Ethereum Cosmos Overlap

-----
Resources:

Sunny on Twitter:
https://twitter.com/sunnya97

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

Jul 30, 2022
EthCC #6 | Stani Kulechov - "GHO is the Next Big Stablecoin"
20:15

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 6, we’re joined by Stani from Aave. With the GHO Stablecoin and Lens Protocol tackling two different corners of the crypto ecosystem, we explore the Web3 movement—where we’ve been, and where we’re headed.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
2:30 Stani Vibe Check
4:10 Analyzing the Ecosystem
7:20 Web3 Social Footprint
11:49 Non-Financial Use Cases
15:15 The Web3 Data Stack
19:24 The GHO Stablecoin

------
Resources:

Stani on Lens:
https://www.lensfrens.xyz/stani.lens

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

Jul 30, 2022
EthCC #7 | "The Web3 Identity Meta" - Evin McMullen
23:01


🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In the 7th episode, Disco’s Evin McMullen joins to discuss Web3 Identity and her work with VCs (Verifiable Credentials)

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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

------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger

------
Topics Covered:

0:00 Intro
3:00 Evin in Paris
5:15 What’s Left to Do?
7:40 The Web3 Data Stack
12:00 The Emergent Human
15:30 Sybil Resistance
18:30 The Future of Identity
20:40 The Build Market

------
Resources:

Evin on Twitter:
https://twitter.com/provenauthority?s=20&t=GL1yGJyZjY92NyVIeCqfBA

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

Jul 30, 2022
EthCC #8 | "1 Million Devs, 1 Billion Users" - Kevin Owocki & Austin Griffith
18:23


🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In the 8th and final episode, we bring on the powerhouse duo of Austin Griffith and Kevin Owocki. This one is a lot of fun, and both of these builders are moving the space towards a more just, robust ecosystem.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync


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

Jul 30, 2022
ROLLUP: Coinbase Insider Trading | Three Arrows Capital Speaks! | The Merge Approaches
01:49:22

4th Week of July, 2022

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: STAKING
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------

0:00 Intro

4:00 MARKETS
4:05 BTC Price
4:30 ETH Price
5:44 ETH/BTC
6:35 Total Crypto Market Cap
6:48 Gas Markets
8:18 Federal Reserve
18:34 NFT Price Floor Numbers
https://nftpricefloor.com/ 
21:06 Merge Sell Pressure 
https://twitter.com/DeFiSurfer808/status/1550215641248026624 
23:53 ETH vs. BTC Bear Market Chart
https://twitter.com/FelixOHartmann/status/1551323998465794050 

31:15 NEWS
31:20 Three Arrows Capital Speaks
32:05 3AC Speaks
https://www.bloomberg.com/news/articles/2022-07-22/three-arrows-founders-en-route-to-dubai-describe-ltcm-moment#xj4y7vzkg 
36:00 RSA Takeaway
https://twitter.com/RyanSAdams/status/1550481320933003265 

41:50 Coinbase Insider Trading
41:55 Former Coinbase PM Arrested
https://www.theblock.co/post/158960/former-coinbase-product-manager-arrested-on-insider-trading-charges 
45:05 Jake Take
https://twitter.com/jchervinsky/status/1550156019296247810 
46:05 Jake 2nd Thread
https://twitter.com/jchervinsky/thread/1550515627961589762 
48:25 Coinbase Does Not List Securities
https://blog.coinbase.com/coinbase-does-not-list-securities-end-of-story-e58dc873be79 
50:30 Statement of Commissoner Caroline D. Pham on SEC
https://www.cftc.gov/PressRoom/SpeechesTestimony/phamstatement072122 
52:38 SEC Probe
https://www.cnbc.com/2022/07/26/coinbase-shares-tumble-after-report-that-its-facing-sec-probe.html 
https://twitter.com/0xSisyphus/status/1552300223682281472 
52:55 Coinbase Down Bad
53:29 Cathie Wood $ARKK Sold 1.41M Shares
https://twitter.com/unusual_whales/status/1552085054653730816
53:53 Remember DeFi?
https://twitter.com/RyanSAdams/status/1550450216201076736 

56:40 Georli Testnet Merge
https://twitter.com/BanklessHQ/status/1552712874543439876 

59:30 ETH
59:57 zkEVM Differences
https://twitter.com/socketdottech/status/1550149054243360768 
1:03:32 Uniswap Fees CRUSHING IT
https://twitter.com/haydenzadams/status/1551579707736473601 
1:04:20 Uniswap Fee Switch Debate
https://gov.uniswap.org/t/fee-switch-design-space-next-steps/17132 
1:06:00 AntPool Believes! (Will no one fork Ethereum?)
https://www.coindesk.com/business/2022/07/26/antpool-supports-ethereum-classic-ecosystem-with-10m-investment/ 
1:09:10 ETC Pumping lately
https://www.coingecko.com/en/coins/ethereum-classic 

1:10:40 NFTs
1:10:50 POAP Making Moves in the WNBA
https://twitter.com/leadinscientist/status/1552298253194076166 
https://poap.gallery/event/55974 

1:12:30 REGULATION
Crypto Transactions Less Than $50
https://decrypt.co/106006/bipartisan-bill-seeks-to-eliminate-taxes-on-crypto-transactions-under-50 

1:13:20 MISC
1:13:35 Solana Physical Stores
https://twitter.com/Scott_eth/status/1551539635137953793 
1:14:05 Chipotle Dips into Crypto with ‘Buy the Dip’ Promo
https://decrypt.co/105916/chipotles-buy-the-dip-promo-includes-200k-in-crypto-for-customers-coinbase-accounts 

1:14:35 RELEASES
1:14:40 Mirror’s Web3 Subscriptions
https://dev.mirror.xyz/Jn62zF5n62BfowdaFgm3uIx3Fgp2vIR7b-HTSxKVXqk 
1:15:25 WalletConnect Chat
https://twitter.com/WalletConnect/status/1550061470595137536 

1:15:50 RAISES
1:15:55 Aptos $150M From FTX Ventures, Jump Crypto & More
https://medium.com/aptoslabs/entering-the-next-phase-of-the-aptos-journey-with-added-funding-and-new-partners-d4daa03dd17c 
1:18:18 Unstoppable Domains reaches unicorn status $65M Series A
https://blockworks.co/unstoppable-domains-reaches-unicorn-status-after-latest-raise/ 

1:18:45 Jobs
https://pallet.xyz/list/bankless/jobs 
1:20:10 Devcon
https://devcon.org/tickets/ 
https://forms.gle/x6GHpq8MAZJCwwsq5 
https://devcon.org/en/bogota/ 

1:23:20 Questions of the Week
https://twitter.com/MyMoneyPlanCH/status/1552341093911613441 
https://twitter.com/FunnaEth/status/1552329571487432704 
https://twitter.com/Sjr05d/status/1552324854522810368 

1:33:27 TAKES
1:33:30 CT Sentiment (Hot and Cold)
https://twitter.com/CryptoCronkite/status/1552244606166831104 
1:33:55 What Leads?
​​https://twitter.com/TrustlessState/status/1552452639249600514  
1:35:50 Seattle NFT Museum
https://twitter.com/TimBeiko/status/1551312206704381952 
1:36:50 Vitalik: Update on Roadmap
https://imgur.com/zrS4A3N 
https://imgur.com/bb4AmvR 

1:40:40 What David’s Bullish On
1:43:50 What Ryan’s Bullish On

1:47:16 Meme of the Week
https://twitter.com/HsakaTrades/status/1552648542153351169 

1:48:15 Closing & Disclaimers

——-
Not financial or tax advice.

See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jul 29, 2022
EthCC #1 | Vitalik - "The Merge Isn't Priced In"
30:36

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

This first episode is with Vitalik himself, in which we discuss his takes on the Ethereum roadmap, developer morale as we approach the Merge, and his incomparable drip.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
2:30 Vitalik’s New Meta
8:45 Ethereum Builds Faster
14:27 Developer Morale
17:11 Vitalik’s Drip
18:55 The App Layer
28:08 Surviving Conferences
29:45 Improving Communities

------
Resources:

Vitalik on Twitter:
https://twitter.com/VitalikButerin

Vitalik’s EthCC Talk:
https://youtu.be/kGjFTzRTH3Q

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

Jul 29, 2022
EthCC #2 | Kain Warwick - "The Crypto Fees Boom"
27:39

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

With Episode 2, Kain Warwick from Synthetix joins us to frame the next bull market. Pockets of DeFi are heating up, the Layer 2 narrative has room to breathe, and electricity (hopefully not COVID) is in the air.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
3:30 Kain Warwick
5:20 EthCC 2022
8:05 Alt Layer 1s
13:00 Layer 2 Vibes
16:00 The Fees Boom
18:27 Kain vs Su Zhu
21:17 Bull Market Goggles
23:14 Setting up the Next Bull

------
Resources:

Kain on Twitter:
https://twitter.com/kaiynne

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

Jul 29, 2022
EthCC #3 | "StarkWare isn't Leaving Ethereum" - Eli Ben-Sasson and Uri Kolodny
25:00

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 3, we cover the recent announcement of the StarkWare token launch, the exploding zkEVM ecosystem, and the future of StarkWare.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

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

------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger

------
Topics Covered:

0:00 Intro
2:30 Eli and Uri
4:52 zkEVM Explosion
10:30 The StarkWare Approach
16:20 StarkNet on Ethereum
19:35 The StarkNet Token
24:30 Token Models
26:53 The Future of StarkWare

------
Resources:

Eli on Twitter:
https://twitter.com/EliBenSasson

Uri on Twitter:
https://twitter.com/ukolodny

StarkWare:
https://twitter.com/StarkWareLtd

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

Jul 29, 2022
EthCC #4 | "The Polygon zkEVM Frontier" - Mihailo Bjelic
20:01

🇫🇷 Welcome to the Bankless EthCC 2022 Experience 🇫🇷

With fantastic guests from all corners of the ecosystem, this 8-part series is an exploration of crypto culture and the current state of Ethereum.

In episode 4, Mihailo Bjelic joins us to discuss the announcement of Polygon’s zkEVM. This explosive headline comes alongside three other zkEVM announcements. 

Why now? What does this all mean?!

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
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BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens

🚀 ROCKET POOL | ETH STAKING
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⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync

------
Topics Covered:

0:00 Intro
3:00 Polygon zkEVM Announcements
6:50 How it Works
10:00 Road to Maine
15:30 EVM Equivalence
19:30 EthCC 2021

------
Resources:

Mihailo on Twitter:
https://twitter.com/MihailoBjelic

Polygon:
https://twitter.com/0xPolygon

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

Jul 29, 2022
DeFi Didn't Break with Dan Morehead & Joey Krug
59:31

Many things have broken in the last few months during crypto's bear market. However, DeFi didn't break. Dan Morehead and Joey Krug explain why.

Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.

Both repeat Bankless guests and both know more than a thing or two about crypto and investing.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Timestamps:

0:00 Intro
6:15 The Past Few Months
10:28 Crypto's 2008 Moment
12:40 The Mainstream Media Story
16:45 CeFi vs. DeFi Confusion
21:45 Media Incentives
24:00 DeFi vs. Wall Street
30:45 DeFi is Too Referential Critique
33:38 DeFi Worked Great
37:05 Transparency Thoughts
43:15 2008 Prevented with DeFi?
49:35 Educating Retail
53:39 Was This Surprising?
55:00 Quick Macro Takes
58:20 Closing & Disclaimers

------
Resources:

Dan Morehead
https://twitter.com/dan_pantera 

Joey Krug
https://twitter.com/joeykrug 

DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/ 

Pantera
https://panteracapital.com/ 

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

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

Jul 27, 2022
129 - Why the Crypto Critics Are Wrong | Matthew Green
01:12:41

Matthew Green is an Associate Professor of Computer Science at John Hopkins University, where he teaches courses, cryptography, distributed computing systems, blockchains, and cryptocurrency. He also helped create Zerocash, one of the first privacy cryptocurrency experiments, and ultimately influenced the Zcash protocol.

He recently wrote an article titled, “In Defense of Crypto(Currency)”, in response to an open letter to Congress, signed by a large group of technologists, denouncing the entire premise of cryptocurrency and urging congress to strongly regulate the space.

In this episode, Matthew talks about his article, how crypto can do better as an industry, and why to be optimistic about the future of crypto.

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

------
Topics Covered:

0:00 Intro
6:34 Letter to Congress
12:27 Matthew’s Background
15:45 Why Write This Letter
19:03 Crypto Haters
24:14 What to do About Scams
28:45 Regulation
32:28 Addressing Concrete Objections
35:36 PoW Climate Issue
38:06 Blockchains Transfer Reversal
45:50 Crypto Doesn’t Scale Claim
50:42 Privacy Claims
1:02:43 Annoying Hype
1:05:50 Doing Better as an Industry
1:10:25 Matthew’s Favorite Project
1:14:58 Why Be Optimistic About Crypto
1:17:13 Closing & Disclaimers

------
Resources:

Matthew Green
https://twitter.com/matthew_d_green 

Letter to Congress
https://concerned.tech/ 

In Defense of Crypto(Currency)
https://blog.cryptographyengineering.com/2022/06/09/in-defense-of-cryptocurrency/ 

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

Jul 25, 2022
ROLLUP: Tesla Sells Bitcoin | Minecraft NFT Ban | Polygon zkRollup | Genesis 3ac | Ethereum Merge
01:48:47

3rd Week of July, 2022

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: STAKING
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------

0:00 Intro

6:00 MARKETS
7:55 Is the Bear Market Over?
https://messari.io/screener/bear-market-vibes-C66F0A22 
15:45 Inflation
https://twitter.com/MacroAlf/status/1549529768185319424 
19:55 The DXY
https://imgur.com/0oW7kWM 
20:40 Arthur Hayes
https://cryptohayes.medium.com/a-samurai-a-knight-and-a-yankee-211bf975a31d 
26:50 Is DeFi Back?
https://thedefiant.io/defi-stalwarts-outperform 
29:49 NFTs vs Tokens
https://twitter.com/ElBarto_Crypto/status/1548684477605486592?s=20&t=TA5HajuF9HNnYpyM0mh4lA 

NEWS
33:00 The Merge Timeline
https://twitter.com/superphiz/status/1547643255335968771?s=20&t=kjMcHcVWqakGNWdQ9qaT-Q 
36:35 zkRollup Season
https://twitter.com/jadler0/status/1549764211542315008?s=20&t=qzZC-8j_L3ibDC2lLMa9dA 
43:25 EVM Equivalence vs Compatible
https://blog.polygon.technology/the-future-is-now-for-ethereum-scaling-introducing-polygon-zkevm/?utm_source=Twitter-Main+&utm_medium=Post+&utm_campaign=Tier-1-Announcement 
46:03 zkSync 2.0
https://twitter.com/zksync/status/1549757888641437696?s=20&t=ZAR1kCt0uKILsF9_FdM2vQ 
47:40 Scroll
https://twitter.com/Scroll_ZKP/status/1549268276152500225?s=20&t=4FcId8XcvMVO4XBFgxEmcw 

49:12 3ac Drama Continues
https://www.docdroid.net/xKIqrjq/20220709-3ac-bvi-liquidation-recognition-1st-affidavit-of-russell-crumpler-filed-pdf 
49:50 Genesis Lent 2.3 Billion
https://twitter.com/theblock__/status/1549060746096566274?s=21&t=PqGwDZSYsmKYCZPNWTkiOQ 
52:40 Su Zhu Audacity
https://finbold.com/three-arrows-capital-co-founder-files-5-million-claim-against-own-firm-while-on-the-run 
55:00 Celsius Debt
https://blockworks.co/celsius-faces-heat-for-1-2b-balance-sheet-hole-customers-owed-4-7b 

57:00 USDC Transparency
https://twitter.com/jerallaire/status/1547608325478498307?s=20&t=nwzfZpHnKb1bO7VghA1khw 
59:05 Aave Balancer Swap
https://twitter.com/llama/status/1549412411077283842 
59:55 Curve Stablecoin
https://twitter.com/napgener/status/1550050875414126592?s=20&t=vdK4MuzT-DknxA79kXe6lg 

1:00:25 OpenSea Layoffs
https://www.coindesk.com/business/2022/07/14/opensea-lays-off-roughly-20-of-its-staff/ 
1:01:05 PROOF Acquires Divergence
https://decrypt.co/105061/kevin-roses-proof-acquires-ethereum-nft-divergence 
1:02:14 Minecraft Bans NFTs
https://www.minecraft.net/en-us/article/minecraft-and-nfts 
1:07:15 Nickelodeon Volume
https://twitter.com/nickelodeon_nft/status/1549626025134370817 

1:08:15 ENS Domains
https://twitter.com/wongisrite/status/1549100589396758529 
1:10:08 Tesla Sells Bitcoin
https://twitter.com/cryptokaleo/status/1549851605520064513?s=21&t=yC_4hIWv4-Xt82BuWA_EfQ 
1:12:04 Across Token Launch
https://twitter.com/AcrossProtocol/status/1549439826038071296 
13:36 Optic Raise
https://www.theblock.co/post/158678/nft-fraud-fighters-optic-raise-11-million-in-seed-funding-round 

1:14:10 Jobs
https://pallet.xyz/list/bankless/jobs 

1:16:00 Questions of the Week
1:17:30 Rocket Pool Benefits
https://twitter.com/1349RS/status/1549798302585180160?s=20&t=HCuz2QS6CRVV_WgL4plnvg 
1:20:35 zk Energy Consumption
https://twitter.com/icohgnito/status/1549795838741790722?s=20&t=HCuz2QS6CRVV_WgL4plnvg 
1:22:30 Polygon Token Alignment
https://twitter.com/Madge_80/status/1549832732716552192?s=20&t=HCuz2QS6CRVV_WgL4plnvg 

1:26:30 TAKES
1:27:30 BlockFi vs Celsius
https://twitter.com/twobitidiot/status/1547995516310409219?s=20&t=KSw1S9w18N9PAnbUhQb51Q 
1:28:35 Tech and Social
https://twitter.com/RyanSAdams/status/1549812828210601985?s=20&t=HWLmLcjY2ohQ-fAm-PKnKQ 
1:32:55 We are Bitcoiners
https://twitter.com/coryklippsten/status/1549547384127889408?s=20&t=4bBZ8tbrX6sZLfz7sRALCg 
1:40:55 The Right Time
https://twitter.com/TrustlessState/status/1549691597373194242 

1:42:00 What David’s Bullish On
1:44:10 What Ryan’s Bullish On

1:47:55 Moment of Zen
https://twitter.com/songadaymann/status/1548428696154869760?s=21&t=dfrJJ_wkbZAwgb7yNdXgkA 

——-
Not financial or tax advice.

See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jul 22, 2022
Merge vs. Macro with Travis Kling
01:10:35

Travis Kling is the founder of Ikigai Asset Management, and on today's State of the Nation, we're tackling the biggest trade of the year.

While the global market fundamentals crumble, the Ethereum ecosystem looks primed to make history with a successful transition to Proof-of-Stake.

What does this mean for crypto? How is a seasoned investor going to take advantage of a chaotic 2022?

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

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

------
BANKLESS SPONSOR TOOLS: 

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 

------
Resources:

Travis Kling
https://twitter.com/Travis_Kling 

Ikigai Asset Management
https://www.ikigai.fund/ 

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

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

Jul 20, 2022
128 - Scariest Macro Setup In 20+ Years | Luke Gromen
01:27:11

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode: https://shows.banklesshq.com/p/128-luke-gromen-debrief 


Luke Gromen is a macro analyst and founder of Forest for the Trees, a research company which helps investors find the signal. Luke is another one of our big macro brained guests in the same vein as Lyn Alden, Raoul Pal, and Jim Bianco.

On this episode, Luke unpacks how macro got this bad, what the end game looks like, why this is the scariest macro setup Luke has seen in 20+ years, and how to prepare.

The fog of what’s going on is thick, but we're on a quest to find out what in the world is going on. Knowing this is key to understanding the next steps crypto takes. Buckle up.

------
📣Rhino.Fi | Massive Mystery Airdrop
https://bit.ly/3o9trRE 

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

------
BANKLESS SPONSOR TOOLS:

🌱 LENS | ACCESS CODE: WAGMI
https://bankless.cc/Lens 

🚀 ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

🌉 JUNO | BRIDGE FIAT TO LAYER 2
https://bankless.cc/Juno 

⚡️ ZKSYNC | THE LAYER 2 SCALING ENDGAME
https://bankless.cc/zkSync 


------
Topics Covered:

0:00 Intro
6:08 Scariest Macro Setup In 20+ Years
14:15 Why This is the End
22:10 How’d We Get Here
26:45 Bursting Sovereign Debt Bubble
36:45 Fed Data Interpretation
42:42 How the End Game Plays Out
1:01:21 The Affect on The Average Person
1:07:35 U.S. Middle Class vs. Treasury Holders
1:14:58 The Future of Assets & Currencies
1:20:20 What Happens to Energy Commodities?
1:25:40 Equities, Gold, & Crypto
1:31:46 How to Prepare
1:36:50 Closing & Disclaimers

------
Resources:

Luke Gromen
https://twitter.com/LukeGromen 

Forest Through the Trees
https://fftt-treerings.com/ 

Luke’s Youtube Channel
https://www.youtube.com/c/LukeGromenFFTTLLC 

Lyn Alden
https://youtu.be/XaHuwUDd1C8 

Jim Bianco
https://youtu.be/VMNmxFzKI64 

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

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

Jul 18, 2022
ROLLUP: Celsius Bankruptcy, Vitalik's Book, GHO Aave Stablecoin, 3ac StarkWare Token
01:38:18

Second Week of July, 2022

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

------
BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

4:48 MARKETS
7:15 Inflation
https://www.wsj.com/amp/articles/us-inflation-june-2022-consumer-price-index-11657664129 
Price Increases:
https://twitter.com/charliebilello/status/1547198607539011585?s=21&t=e457gZL25lgi6P0Wx43tNQ 
9:15 The Dollar Index
https://imgur.com/MKEuGPM 
11:25 The Market Reacts
https://twitter.com/NorthmanTrader/status/1547320884339286018?s=20&t=F5_D0tthgHnIzI-Wrx0zfA 
12:15 Long Term Debt Cycle
https://twitter.com/RyanSAdams/status/1547063441894023168?s=20&t=0fcQASOqnFpj3VikLD0-qQ 
15:18 Leverage and IRS Returns
https://twitter.com/kofinas/status/1547585564253122560?s=20&t=lAdodYBFhqn3zSG4739A7w 
https://twitter.com/typesfast/status/1547266090794831874?s=21&t=xVDAGNuF4hUXNheiY0iB2g 
17:28 JPY and BTC
https://twitter.com/CryptoHayes/status/1547539513970393089?s=20&t=vi3nXg-hLmfTeAefjmZFUw 
https://twitter.com/kylewaters_/thread/1537183959217414144 
19:30 DeFi Treasuries
https://twitter.com/darrenlautf/status/1547324258514239489?s=21&t=6UH6BaCJc3hdWyoyi1NzDQ 
20:50 Lido Domination
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F44a82f74-2a92-444e-98ba-d5a4a0d3c17a_1920x1289.jpeg 

22:00 NEWS
24:30 Celsius Bankruptcy
https://www.coindesk.com/business/2022/07/14/celsius-files-for-chapter-11-bankrupcty/ 
26:30 Celsius DeFi Debts
https://twitter.com/RyanSAdams/status/1546924519419514880?s=20&t=DN25Do0S6J6ryEtNdeModg 
27:48 Celsius 0xb1 Jason Stone
https://twitter.com/0x_b1/thread/1545153652624691200 
32:02 Celsius Money Back?
https://twitter.com/RyanSAdams/status/1547571532687233024?s=20&t=yTl4oCOBI1yUQX0xhWsKXg 

33:00 Su Zhu and StarkWare
https://twitter.com/zhusu/status/1546801270014758912?s=20&t=FD5wGwnHHtH6tJZsSNO0gw 
36:30 StarkWare Token
https://twitter.com/StarkWareLtd/status/1547223754832478209?s=20&t=Bf47hQ2qfHbtscx3jiCxvg 

41:30 Vitalik’s New Book
https://twitter.com/RyanSAdams/status/1545164294576283649?s=20&t=-oHiYIQR90FvxeAe2F7O0A 
44:30 GHO Aave Stablecoin
https://thedefiant.io/aave-gho-stablecoin/ 
49:30 Polygon, Robinhood, Disney Accelerator
https://twitter.com/0xPolygon/status/1545022519400271872 
https://twitter.com/0xPolygon/status/1547253982133100544 
51:04 ENS Domains
https://twitter.com/twofivedev/thread/1546505824389963778 
56:15 Bill Murray Cool Cat
https://twitter.com/coolcatsnft/status/1546705413973966848?s=20&t=Nk6-jMtAwzwtwtE9Ffw2tg 
58:30 Gamestop NFT Marketplace
https://twitter.com/finestonematt/status/1546917601133076482?s=21&t=KuNjhiGmmcKTyzoZ20uqyg 
1:00:38 Michael Saylor Bitcoin
https://cointelegraph.com/news/btc-bull-michael-saylor-ethereum-is-obviously-a-security 
https://twitter.com/RyanSAdams/status/1546615920046514176?s=20&t=CJ2FC1QB7CkOR_rknfeM0w 

RELEASES
1:05:18 sudoAMM
https://twitter.com/sudoswap/status/1545535663365165063?s=20&t=z4VF_2nZTstIdLHW3fR9AQ 
1:06:30 LensTube
https://twitter.com/lenstubexyz/status/1546533325442932737 

RAISES
1:07:15 Lightspeed $7 Billion
https://www.theblock.co/post/157116/lightspeed-raises-over-7-billion-across-four-funds-launches-new-crypto-native-team 
1:07:35 Multicoin $430m Fund
https://techcrunch.com/2022/07/12/crypto-focused-multicoin-capital-launches-430m-venture-fund/ 
1:08:43 LiFi Router
https://twitter.com/lifiprotocol/status/1546488975174422530 
1:09:34 Chris Dixon Forecaster
https://twitter.com/cdixon/status/1546890612393140225 
1:10:52 Gnosis Safe
https://safe.mirror.xyz/zMPp8uqZpxKgeXotSFv76bd2G8lJTmghH1FDWFm604c 
1:12:07 Jobs
https://pallet.xyz/list/bankless/jobs 

1:14:50 Questions from the Nation
https://twitter.com/BanklessHQ/status/1547250346677903361 
1:15:56 PoS Wealth
https://twitter.com/mefford_jeremy/status/1547301425088266241?s=20 
1:22:35 David and Carbs
https://twitter.com/RyanSAdams/status/1547251457505869824?s=20&t=LZA3X8WFziRxIq4qlaQA-g 
1:26:15 The DeFi Dance
https://twitter.com/TrustlessState/status/1546166031890219009?s=20&t=4cEZgAZiUgjHLyHCtdpcUQ 

TAKES
1:28:15 Spicy Vitalik
https://twitter.com/VitalikButerin/status/1546776356083699712?s=20&t=Oa-t7XlX_fuXyE4sBNpxCg 
1:30:00 Become a Millionaire
https://twitter.com/TrustlessState/status/1544871855370149889?s=20&t=l7IqrAmRyWavzjdYP7Lk9w 
1:31:20 DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/ 

1:31:55 What David’s Bullish On
1:33:05 What Ryan’s Bullish On
https://www.nasa.gov/image-feature/goddard/2022/nasa-s-webb-delivers-deepest-infrared-image-of-universe-yet 

1:36:50 MEME of the Week
https://twitter.com/enjoyoor/status/1545432411630084097?s=21&t=ZOhA6SUWEtnR4i2KOj-e3w 

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jul 15, 2022
Solana is Launching a Phone? | Co-Founders Anatoly & Raj
01:10:43

Solana just released a flagship Android phone for web3 called Saga. And it really begs the question: does a blockchain need to have its own phone? Well, we brought on Co-Founders Anatoly Yakovenko and Raj Gokal to make the case.

Let us know what you think about this release in the comments below or on Twitter @BanklessHQ - bullish or bearish Saga and why?

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

------
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BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:15 Bear Market Vibe Check
10:03 Solana’s Bear Market Agenda
14:28 Why Web3 Needs a Phone?
17:30 Solana Mobile Phone Explained
25:52 The Solana Mobile Thesis
30:50 Mobile Hardware Features
33:45 Mobile Wallet Adapter
36:15 Solana dApp Store
41:40 Is Solana Mobile a Distraction?
47:00 Jason Keats & Osom
50:45 Describing the Solana Mobile Device
51:32 Competitors
54:40 Costs to Launch a Phone
56:32 Solana Centralization Critique
1:03:50 Solana Scalability

------
Resources:

Anatoly Yakovenko
https://twitter.com/aeyakovenko 

Raj Gokal
https://twitter.com/rajgokal 

Solana
https://solana.com/ 

Solana Mobile
https://twitter.com/solanamobile 

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

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

Jul 13, 2022
127 - Is this the End? | Lyn Alden
01:33:15

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/127-lyn-alden-debrief 

Lyn Alden is the Founder of Lyn Alden investment strategy and is a leading expert in macro markets. She focuses on long-term debt cycles and how it’s impacting crypto, fiat, bonds, and equities markets. This is Lyn’s third appearance on Bankless. Each time she’s on, it usually means something is breaking in the macro markets. And something definitely is.

Lyn thoroughly explains everything from whether we’re repeating history to what would turn this recession into a depression to whether or not we’re going to be okay. Don’t worry, Lyn shares her advice on how to be exactly that and more.

Her superpower is to provide clarity during unclear times and this episode is no different.

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

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BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:12 Is this the End?
11:08 Debt Cycle Arc
15:40 The Dollar Milkshake Theory
20:05 Historial Analogs
30:35 How Do We Get Stable?
38:30 Weak Market Links
48:24 Raising Rates
55:03 Deflation & Softer Landings
1:00:19 Fed Meme & Competency
1:07:52 Recession vs. Depression
1:13:06 Markets to Watch
1:18:15 Are We Going to be Okay?
1:22:58 Energy, Food, & Fertilizer Markets
1:29:21 The New Normal
1:36:02 Mental Health
1:38:37 Closing & Disclaimers

------
Resources:

Lyn Alden
https://www.lynalden.com/ 

The Death of the Dollar Dominance
https://youtu.be/_Kqcrz3u8rQ 

Inflation in 2021
https://youtu.be/dyDsQ-XCoNo 

Fed Meme
https://twitter.com/cobie/status/1542562195573297153 

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

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

Jul 11, 2022
ROLLUP: Voyager Bankrupt | Solana Phone | ENS Domains | Facebook NFTs | Reddit NFTs | EU Crypto Regulation
01:29:30

First Week of July, 2022

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

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BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

3:30 MARKETS
6:50 Macro Sentiments
https://twitter.com/KobeissiLetter/status/1543591588970070016 
8:35 Dollar Go Up
https://www.bloomberg.com/news/articles/2022-07-05/euro-falls-to-lowest-since-2002-against-the-us-dollar 
10:35 Oil Go Down
https://www.cnbc.com/2022/07/05/oil-tumbles-more-than-8percent-breaks-below-100-as-recession-fears-mount.html 
12:38 USDC Gains on Tether
https://cointelegraph.com/news/circle-s-usdc-on-track-to-topple-tether-usdt-as-the-top-stablecoin-in-2022 
17:20 ENS June Numbers
https://twitter.com/ensdomains/status/1542989987456569344?s=20&t=W7lXFFpRefHsFfMCuRqDeg 

21:30 Voyager Goes Bust
https://www.investvoyager.com/ 
24:00 What Happened?
https://www.investvoyager.com/pressreleases/voyager-digital-provides-update-on-asset-and-risk-management 
25:30 The 3ac Plunge
https://seekingalpha.com/news/3850830-voyager-digital-stock-plunges-after-disclosing-over-660m-exposure-to-three-arrows-capital 
31:20 Three Arrows Capital Bankruptcy
https://www.theblock.co/linked/155578/three-arrows-capital-files-for-chapter-15-bankruptcy-in-new-york?utm_source=twitter&utm_medium=social  
34:20 Three Arrows NFTs

37:05 Nexo Eating Vauld
https://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition?utm_source=substack&utm_medium=emailhttps://www.theblock.co/post/155790/nexo-vauld-offer-potential-acquisition 
39:00 FTX Acquires BlockFi
https://blockworks.co/ftx-reaches-deal-to-acquire-blockfi-for-up-to-240m/ 
42:40 Celsius WBTC Vault
https://twitter.com/cryptoworldjosh/status/1545024254735171584?s=21&t=z-kyYYLrQC-2xDEuQnAiRw 

47:00 Sepolia Merge
https://www.theblock.co/post/156013/ethereum-developers-activate-the-merge-on-sepolia-testnet 
50:00 Facebook NFTs
https://decrypt.co/104205/facebook-begins-testing-ethereum-and-polygon-nfts-on-profiles 
52:07 Solana Phone
https://solana.com/news/saga-reveal 
54:20 Polygon Phone
https://twitter.com/MihailoBjelic/status/1544019899827322880?s=20&t=mYQvkX_SFA5r5y9SZHusfA 
56:24 Immutable Off-Ramp
https://twitter.com/Immutable/status/1544155189166641152?s=20&t=MfDRmaNg_eBYYrHOnKPltw 
58:00 Reddit NFT Marketplace
https://www.reddit.com/r/CollectibleAvatars/comments/vtab05/introducing_collectible_avatars/ 
59:45 Moonbirds Go Up
https://twitter.com/jerrykestel/status/1544016979140427782 
1:00:45 Axie Hack Story
https://www.theblock.co/post/156038/how-a-fake-job-offer-took-down-the-worlds-most-popular-crypto-game 
1:02:30 Uprise Big Oof
https://twitter.com/TheBlock__/status/1544674260152733697?s=20&t=qUznXkny5NYvG9G6nwAdBQ 
1:04:54 Crypto EU Deal
https://www.europarl.europa.eu/news/en/press-room/20220613IPR32840/cryptocurrencies-in-the-eu-deal-struck-between-parliament-and-council 

RELEASES
1:07:00 Aztec Connect
https://twitter.com/aztecnetwork/thread/1545046832597700611 
1:08:40 Bankers Going Bankless
https://www.coindesk.com/business/2022/07/06/three-execs-leave-jpmorgan-this-week-to-join-crypto-firms/ 
1:09:00 Jobs
https://pallet.xyz/list/bankless/jobs 

1:11:00 Questions from the Nation
Post-Merge Fees
https://twitter.com/KristinaKlaudy1/status/1544720722135769090?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ 
1:14:20 Data Sharding
https://twitter.com/DiscoverCrypto1/status/1544874701473730565?s=20&t=6qFTy8_wEDQk2Nv8wYLkbQ 

1:16:25 TAKES
1:16:40 Leighton Celsius Take
https://twitter.com/lay2000lbs/status/1545033033392193536 
1:18:40 Ruled by Adults
https://imgur.com/jutmOmL 
1:19:52 No New Narratives
https://twitter.com/pythianism/status/1544442176985133056?s=20&t=vEwAPR55xMjGsw3m4hbo0Q 
1:21:47 Bear Market Advice
https://twitter.com/0xNader/status/1544126113059782656?s=20&t=KtqAQRiBwhpZ5hQ6_qYetQ 

1:22:10 What David’s Bullish On
1:24:20 What Ryan’s Bullish On

1:27:20 MEME of the Week

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jul 08, 2022
Leaving the Bitcoin Religion with Nic Carter
01:12:30

Nic Carter is Partner of Castle Island VC, host of the On the Brink Podcast, repeat Bankless guest, and recent victim of a Bitcoin maximalist (cyber hornets) attack.

Why was he swarmed? As a result and for many other reasons, he's distancing himself from these cyber hornets. Will others follow his lead?

Many assumed Nic was a Bitcoin maximalist, but really he's just Nic Carter. Who are you and what do you stand for?

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

------
BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
7:50 The Cyberhornets Attack
14:45 Bitcoin Maxi Motivation
30:30 Bitcoin’s Intolerant Community
42:19 Bitcoin’s Long-term Sustainability
46:50 How Nic’s Feeling About the Bear
49:30 Macro & Crypto
58:55 Free Banking
1:05:53 Regulation
1:06:57 Why to Stay in Crypto
1:10:12 Closing & Disclaimers

------
Resources:

Nic Carter
https://twitter.com/nic__carter 

Setting the record straight by Nic Carter
https://medium.com/@nic__carter/setting-the-record-straight-b4e1b415e7d9 

Nic’s Podcast
https://onthebrink-podcast.com/ 

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

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

Jul 05, 2022
126 - The Crypto Revolution | Josh Rosenthal
02:03:54

Josh Rosenthal is our favorite crypto native historian. He has a Ph.D. in history, and received a Fulbright Scholarship to the Sorbonne’s Institute for Advanced Studies.

Josh moved beyond traditional academia, sold some Web2 companies, and is now a crypto investor. He’s the historian that helped us craft the Crypto Renaissance podcast episode, which many people credit as the reason why they got into crypto.

And he’s here to do it again with the Crypto Revolution on the 4th of July, harkening a new independence day for the crypto nation.

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

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BANKLESS SPONSOR TOOLS: 

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:00 Josh Rosenthal
14:43 The Broad Themes of History
23:33 A Permissioned World
28:40 The Context of Revolution
36:21 Taxation and Value
42:30 The Revolutionary Goal
46:34 Launching an Experiment
50:51 Coordination
54:07 The Whiskey Rebellion
1:02:45 Flawed Policies
1:07:45 Net Improvements
1:16:28 Vocation
1:23:52 The Land of Opportunity
1:30:24 The Public Forum
1:37:50 Permissionless Building
1:45:40 Digital States
1:51:25 Make things easier
1:57:30 Get building
1:59:58 Help others
2:05:00 Closing

------
Resources:

Josh Rosenthal
https://twitter.com/JoshuaRosenthal?s=20&t=_dhf5sZnqBpbG_SMeKcvrg 

The Crypto Renaissance
https://shows.banklesshq.com/p/-the-crypto-renaissance-josh-rosenthal 

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

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

Jul 04, 2022
CZ's Bear Market Plans
59:14

Every company is handling the bear market differently. CZ and Binance are no different. What are they up to? Has their overall strategy changed? How have they been affected? Hear answers to all of these questions and much more in the livestream.

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

------
BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
3:15 How Binance is Holding Up
5:54 Binance's Opportunities
8:40 Bear Market Positioning
11:56 How Long Will the Bear Last?
17:09 Hiring at Binance
19:56 CZ Meme & His Future
23:36 Binance's Future
29:38 Binance is Worldwide
37:00 The Future of BNB Chain & Use Cases
41:16 $BNB
44:10 Concerns of Binance Centralization
50:58 Why CZ is in Crypto
55:53 What Crypto Looks like in 5-10 Years

------
Resources:

CZ
https://twitter.com/cz_binance 

Binance
https://twitter.com/binance 

CZ Photoshop
https://twitter.com/cz_binance/status/1537013824666095617 

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

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

Jul 02, 2022
ROLLUP: 3AC Meltdown Continued | BlockFi Down Bad | Grayscale Sueing the SEC | Contagion Market?!
01:39:00

Last Week of June, 2022

------
📣JUNO | Crypto Friendly Banking
https://juno.finance/bankless 

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

------
BANKLESS SPONSOR TOOLS:

🚀ROCKET POOL | ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

🌴MAKER DAO | DECENTRALIZED LENDING
https://bankless.cc/MakerDAO 

🔐LEDGER | SECURE STAKING
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
5:10 Markets
5:15 BTC Price
5:35 ETH Price
6:55 ETH BTC Ratio
7:05 Crypto Market Cap
7:50 FED WATCH
8:00 Who’s to Blame For Inflation?
https://ritholtz.com/2022/06/inflation-blame-15/ 
11:58 How’d We Get Here? Dan from Pantera
https://panteracapital.com/blockchain-letter/the-feds-twin-policy-errors/ 
15:10 WSJ: Rising Interest Rates Will Crush the Federal Budget
https://www.wsj.com/articles/high-interest-rates-will-crush-the-federal-budget-inflation-debt-spending-costs-recession-economy-11656535631 

20:00 3AC Meldown Continued
20:22 Crypto Hedge Fund Three Arrows Ordered by Court to Liquidate
https://www.wsj.com/articles/crypto-fund-three-arrows-ordered-to-liquidate-by-court-11656506404 
23:55 Voyager $660M Unsecured Loan
https://decrypt.co/103892/voyager-digital-issues-three-arrows-capital-default-notice 
29:49 Three Arrows Capital Liquidation Ordered in British Virgin Island
https://www.coindesk.com/business/2022/06/29/three-arrows-capital-liquidation-ordered-in-british-virgin-isles-report/ 
29:55 Su Zhu’s Yacht
https://twitter.com/AutismCapital/status/1540001243795542018 
31:25 Vitalik Subtweet
 

33:19 BlockFi
33:22 Where it Started https://www.coindesk.com/business/2022/06/16/blockfi-liquidated-three-arrows-capital-report/ 
35:25 FTX Seeks to Acquire BlockFi
https://www.theblock.co/post/154929/ftx-blockfi-deal-sources 
35:30 New Morgan Creek Bid
https://blockworks.co/blockfi-has-a-new-bidder-in-morgan-creek-report-says/ 
40:15 BlockFi Is Pursuing Plans to Go Public
https://www.coindesk.com/business/2021/07/22/blockfi-is-pursuing-plans-to-go-public-even-as-regulators-close-in/ 
https://www.theblock.co/post/155069/ftx-walked-away-from-celsius-deal 
42:15 4 Big Takeaways
https://www.theblock.co/post/154681/a-leaked-investor-call-revealed-morgan-creeks-bid-for-blockfi-here-are-four-more-big-takeaways-from-the-call 

43:30 Grayscale Sueing the SEC
40:35 SEC Rejects Grayscale’s Spot Bitcoin ETF Application
https://www.coindesk.com/policy/2022/06/30/sec-rejects-grayscales-spot-bitcoin-etf-application/ 
45:35 Michael Sonnenshein Didn’t Like That
https://twitter.com/Sonnenshein/status/1542311510055292928 
45:45 Grayscale Sues SEC
https://www.globenewswire.com/news-release/2022/06/30/2471737/0/en/Grayscale-Investments-Initiates-Lawsuit-Against-the-SEC.html 

52:10 NEWS
52:30 MakerDAO
52:42 Controversial MakerDAO Governance Vote
https://twitter.com/labsGFX/thread/1541488156909912065 
https://vote.makerdao.com/polling/QmWYajMq#vote-breakdown 
54:22 Post-vote Thread From Hasu
https://twitter.com/hasufl/status/1542196610775629824 
57:03 Lido Voters Reject Growth Limit For ETH2
https://thedefiant.io/lido-rejects-self-limiting/ 
57:25 Hasu Co-authored a Proposal for Lido stETH Governance
https://twitter.com/hasufl/status/1535275167177490438 
57:30 Proposal
https://research.lido.fi/t/ldo-steth-dual-governance/2382 
59:20 Arbitrum Odyssey
1:00:25 Odyssey Paused!
https://twitter.com/arbitrum/thread/1542159105946787840 
1:01:15 Dune Analytics Data
https://dune.com/springzhang/arbitrum-odyssey-event-tracking 
1:03:39 Optimism’s TVL Doubles
https://thedefiant.io/optimism-layer-2s-surge 
https://l2beat.com/ 
1:05:00 Merge Watch
1:05:10 Sepolia on July 6th
https://twitter.com/sassal0x/status/1540352501605490689 

1:05:30 NFTs
1:05:35 NFTs Down Down Down
https://dune.com/hildobby/NFTs 
1:06:00 ENS.Vision
https://www.ens.vision/market 
https://dune.com/makoto/ens 

1:06:45 BITCOIN
Michael Saylor’s MicroStrategy $10M Purchase
https://www.coindesk.com/business/2022/06/29/michael-saylors-microstrategy-purchased-another-10m-of-bitcoin-over-past-two-months 

1:09:19 REGULATION
China Covid Bankrun Stoppage
https://twitter.com/NeerajKA/status/1541397028089073664 

1:11:58 MISC
Horizon Bridge Hack $100M
https://twitter.com/harmonyprotocol/status/1540110924400324608 
North Korea
https://www.coindesk.com/business/2022/06/29/north-korean-hacking-group-behind-100m-horizon-bridge-hack-report/ 

1:13:10 RAISES
Digital Wallet Maker Dynamic Raises $7.5M a16z
https://thedefiant.io/dynamic-wallet-fundraise/ 

1:14:08 Jobs
https://pallet.xyz/list/bankless/jobs 

1:16:30 Community Questions
1:16:52 L2 vs Cross L1 Bridging Risk
https://twitter.com/miner89r/status/1542272305627283466 
1:20:38 Best dApps to Get Started
https://twitter.com/kangaman_gus/status/1542179373070970881 

1:23:48 TAKES
1:23:51 Why CeFi is breaking
https://twitter.com/TrustlessState/status/1542284015796895744 
1:24:50 Ryan Follow Up
https://twitter.com/RyanSAdams/status/1542493426687541250 
1:25:50 And You’ll Be Happy
https://twitter.com/aubreystrobel/status/1541509159455277058 
1:26:34 Internet Security
https://twitter.com/kobigurk/status/1539140832615440385 
1:27:22 Ethereum Rollup vs. Cosmos
https://twitter.com/bkiepuszewski/status/1541065105634385922 

1:28:55 What David’s Bullish On
1:30:09 What Ryan’s Bullish On
https://twitter.com/RyanSAdams/status/1542504457140707341 

1:35:20 MEME of the Week
https://twitter.com/jackniewold/status/1539939621848727555 

1:38:20 Disclaimers

1:38:43 Moment of Zen
https://twitter.com/functi0nZer0/status/1542571158905786368 

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jul 01, 2022
Bear Market War Stories with DCinvestor & Eric Conner
01:20:49

On this episode of Bankless, we welcome back DCinvestor and Eric Conner to share their multicycle bear market war stories. But that’s not all!

They also unpack why they keep on deciding to stay every cycle, what’s different about this cycle vs. previous cycles, the role leverage and macro conditions have played, and their hard-hitting, gigabrain advice for first-time cyclers and multicyclers alike.

Survive and advance, anon. We’re going to make it.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
4:03 Being a Multicycle Vet
11:31 Market Phases
19:12 Credit to Staying
26:03 High Conviction High Loss
32:37 Regulator Fear
41:31 Lessons From This Cycle
49:00 Leverage
56:34 Macro Conditions
1:30:50 The Merge vs. Macro
1:09:00 Advice for Newcomers

------
Resources:

DCinvestor
https://twitter.com/iamDCinvestor 

Eric Conner
https://twitter.com/econoar 

Devil Take the Hindmost: A History of Financial Speculation
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 

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

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

Jun 29, 2022
dYdX Abandons Ethereum?! with Founder, Antonio Juliano
01:26:19

Last week, one of Ethereum’s biggest L2-integrated dapps — derivatives giant dYdX — announced plans to depart Ethereum upon its upcoming v4 release. The destination? A fully sovereign blockchain on the Cosmos Tendermint consensus protocol, built using the Cosmos software development kit.

We brought on dYdX, Founder, Antonio Juliano to discuss this announcement and so much more.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
7:00 The Announcement
14:38 Creating the Best Product
25:10 Decentralization
33:50 The Risks
37:55 Wallets
40:07 Staking Validators
46:05 Monetary Policy & Latency
54:44 Tradeoffs with Ethereum
59:55 Legal Reasons
1:06:00 Real Centralization
1:14:20 Bridging & Composability
1:24:00 Closing

------
Resources:

Antonio on Twitter:
https://twitter.com/AntonioMJuliano 

Announcement:
https://twitter.com/dYdX/status/1539607062291877889 

Why Would a dApp Leave Ethereum Right Now?
https://newsletter.banklesshq.com/p/dydx-cosmos-ethereum? 

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

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

Jun 29, 2022
Resilient DeFi with Kirk Hutchison | Layer Zero
01:12:08

Kirk Hutchison is the Co-Founder of Volt Protocol, an inflation hedged stablecoin built on Ethereum. Kirk is widely known as the gigabrain’s gigabrain when it comes to all things DeFi.

As inflation continues to rise, Kirk couldn’t have joined at a better time. However, Kirk and David dive into much more than inflation.

On this episode, Kirk explains symmetric money systems, self-referential feedback mechanisms, the problems with DeFi today, what Volt is and its future, and so much more.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
4:45 What Kirk Thinks About
8:36 Decentral Bank Terms Explained
13:45 What is a PSM?
18:16 The Bankless Thesis
21:20 Fully Symmetric Money System
28:05 Why is Fixed Rate a Problem?
32:12 Self-Referential Feedback Mechanisms
40:45 The Problems with DeFi Today
47:40 DeFi Utopia vs. Dystopia
1:00:55 What is Volt & Its Future?
1:09:25 Governance Token Design
1:13:35 8% Yield to Combat Inflation in DeFi
1:19:20 Closing

------
Resources:

Kirk
https://twitter.com/OneTrueKirk 

Volt Protocol
https://twitter.com/voltprotocol 

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

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

Jun 28, 2022
125 - Ethereum's Hidden Power Structures | Matt Cutler
01:33:21

Matt Cutler is the Co-Founder and CEO of Blocknative and a gigabrain when it comes to Ethereum’s hidden power structures and all things blockchains.

As Ethereum approaches the merge, these power structures are going to change. What will this post-merge future look like? Will users get paid to use Ethereum?

Matt explains everything from first principles and it helps illustrate the complexities of everything discussed in this insightful episode. By the end of it, you’ll have a better understanding of the purpose of blockbuilders, the new post-merge roles, all things MEV, and so much more.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
6:27 The Reason for the Merge
10:07 The Values PoS Preserves
13:45 Blockbuilding Explained
16:35 Mining Pools & Incentive Categories
30:25 Why Decentralizing Power Matters
33:40 The Future State of Ethereum
39:21 The Post-Merge World Roles Explained
45:25 MEV Searchers vs. Blockbuilders vs. Stakers/Validators
55:45 PBS & MEV Boost & Who Are the Blockbuilders
1:03:50 Economic Rewards for Blockbuilders
1:17:19 Ethereum Will Eventually Pay Users?
1:19:40 Can Ethereum Stay Decentralized?
1:26:22 ETH The Asset
1:31:39 Where MEV Exists
1:35:16 How Blocknative Fits into All of This
1:37:30 Closing & Disclaimers

------
Resources:

Matt Cutler
https://twitter.com/mcutler 

Blocknative
https://twitter.com/blocknative 

End Game with Vitalik
https://youtu.be/b1m_PTVxD-s 

Ultra Scalable Ethereum
https://newsletter.banklesshq.com/p/ultra-scalable-ethereum 

The Guide to the Ethereum Roadmap with Jon
https://youtu.be/xuLyZaty9iI 

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

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

Jun 27, 2022
ROLLUP: 3AC Further Contagion | dYdX Leaves Ethereum | Huge Uniswap Acquisition
01:26:12

4th Friday of June, 2022

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
1:25 Markets
1:30 BTC Price
2:20 ETH Price
3:45 ETH BTC Ratio
4:40 Crypto Market Cap
ETH Gas Markets
https://dune.xyz/hildobby/Gas 
6:00 BTC Fell
https://twitter.com/DocumentingBTC/status/1538191897977569281 
7:00 GPU Markets getting flooded!
https://twitter.com/hms1193/status/1539172196983230464 

11:33 Voyager
https://twitter.com/tier10k/status/1539578302289117185 
https://twitter.com/investvoyager/status/1537919249594732544 
18:30 BlockFi Raise Troubles
https://twitter.com/fintechfrank/status/1537869616499896320 
https://twitter.com/BlockFiZac/status/1539216594383028224 
https://twitter.com/fintechfrank/status/1537869616499896320 
3AC Contagion Backstopped by FTX

19:57 dYdX V4 on Cosmos
https://dydx.exchange/blog/dydx-chain 
26:20 Tweets from Antonio
https://twitter.com/AntonioMJuliano/status/1462455087826030597 
https://twitter.com/AntonioMJuliano/status/1462455083719823363 
28:16 Polynya Take
https://twitter.com/epolynya/thread/1539615550271156225 

32:30 Uniswap Acquires Genie!
https://twitter.com/Uniswap/status/1539306956002820096 
https://uniswap.org/blog/genie 
34:14 ICYMI
https://youtu.be/9fqJzS08pPc 

36:20 NEWS
36:47 Arbitrum Odyssey Campaign
https://twitter.com/arbitrum/thread/1537942315871793154 
https://twitter.com/arbitrum/status/1537942325577428993 
40:05 William Peaster Article
https://newsletter.banklesshq.com/p/arbitrum-odyssey-begins-
40:23 DeFi Down Bad
Controversial Solend proposal
https://realms.today/dao/7sf3tcWm58vhtkJMwuw2P3T6UBX7UE5VKxPMnXJUZ1Hn/proposal/HuaL6cDtuNtfnJgvwMnYiZDHVCoLAuDtVFgJD8kYChJ4 
https://twitter.com/FatManTerra/thread/1538448035885240321 
44:45 Bancor Pulled the Plug on IL Protection
https://blog.bancor.network/market-conditions-update-june-19-2022-e5b857b39336?gi=b4ee96b34923 
46:01 Spicy Hasu Take
​​https://twitter.com/hasufl/thread/1538774433359441920   
49:49 Merge Watch
https://twitter.com/nethermindeth/status/1538830020491333635 
51:00 New Lido Validators
https://twitter.com/LidoFinance/status/1539322089794043904 
51:45 Swell Testnet
https://twitter.com/swellnetworkio/status/1539506486199480320 

54:33 NFTs
54:34 Cryptopunks!
Christie’s Web3 Expert Leaves Auction House to Run CryptoPunks for Yuga Labs
https://www.coindesk.com/business/2022/06/19/christies-web3-expert-leaves-auction-house-to-run-cryptopunks-for-yuga-labs/ 
https://twitter.com/NonFungibleNoah/thread/1538584141419143168 
https://twitter.com/nansen_intern/status/1538602437510152196 
57:16 Pharrell as Chief Brand Officer of Doodles
https://decrypt.co/103503/doodles-nfts-announces-pharrell-as-chief-brand-officer-fundraise-led-by-alexis-ohanian 
57:35 TIME <> Sandbox Partnership
https://twitter.com/CryptoGucci/status/1539360336620437504 

1:00:20 MISC
1:01:00 Elon Musk accused of Dogecoin Ponzi
https://www.theblock.co/post/152538/tesla-ceo-elon-musk-accused-of-dogecoin-ponzi-scheme-in-new-class-action-lawsuit 
https://twitter.com/RyanSAdams/status/1537513636071100417 

1:02:10 Jobs
https://pallet.xyz/list/bankless/jobs 

1:04:10 RELEASES
1:04:13 Immutable X $500m Developer & Venture Fund
https://twitter.com/Immutable/status/1537768342739890176 
1:05:00 Tether releases British Pound Stablecoin
https://www.theblock.co/post/153447/tether-british-pound-stablecoin-gbpt 

1:06:30 RAISES
1:06:33 Ex-Sushi CTO Raises $8M for NFT Lending Platform Astaria
https://www.coindesk.com/business/2022/06/20/ex-sushi-cto-raises-8m-for-nft-lending-platform-astaria/ 
1:08:28 Magic Eden raises $130M
https://techcrunch.com/2022/06/21/magic-eden-raises-130m-hitting-unicorn-status-at-1-6b-valuation/ 

1:11:15 Community Questions
https://twitter.com/WEBthe3rd/status/1539668101390045184 

1:16:00 TAKES
1:16:01 Digital Tattoos
https://twitter.com/Smooch_Axie/status/1537536182309081095 
1:17:49 DeFi Legos vs CeFi Dominoes
https://twitter.com/AnnaRRose/status/1537809640607649795 
1:18:40 Coinbase Dicking Around
https://twitter.com/pythianism/status/1537474024351051776 

1:20:49 What Anthony’s Bullish On
https://thedailygwei.substack.com/ 
https://www.youtube.com/c/TheDailyGwei/videos 
1:23:00 What David’s Bullish On
https://twitter.com/BanklessHQ/status/1539663872331620352 

1:24:10 MEME of the Week
https://twitter.com/CryptoKaleo/status/1537574446998949888 

-----
Not financial or tax advice.
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 24, 2022
124 - Is Mark Cuban Buying the Bear?
52:06

Mark Cuban of ABC’s Shark Tank, owner of the Mavs, and seasoned entrepreneur and investor joins us for Round Two of Bankless.

Hear what Mark’s been up to since his first Bankless appearance, how he explains crypto to noobs (hint: he doesn’t), what he envisions next for crypto, how long he believes the bear will last and so much more!

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
4:50 What Mark’s Been Up To?
6:20 2017 vs. 2022 Cycle Differences
7:10 Mark’s Crypto Interest Development
16:56 How to Explain Crypto to Noobs
20:21 Macro Components to the Bear
26:10 ETH vs. BTC
30:37 Payments
32:51 What’s Next For Crypto?
34:20 How Long Will the Bear Last?
38:50 Where Mark’s the Most Optimistic
45:50 ReFi, Positivity, & Advice

------
Resources:

Mark Cuban
https://twitter.com/mcuban 

1st Appearance on Bankless
https://youtu.be/l3ptz8qvZcg 

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

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

Jun 22, 2022
Hayden Adams on Uniswap's Announcement?! | State of the Nation
51:57

Just in time for NFT NYC, Hayden Adams comes to Bankless to reveal some secret announcement!

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

------
BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

------
Timestamps:
0:00 Intro
5:15 Feelings Check-In
11:30 Uniswap Labs vs. Uniswap Protocol
23:47 Huge Uniswap Announcement
31:34 NFTs & Uniswap
36:15 Uniswap Airdrop?!
41:06 Is Genie Pivoting?
43:54 The Future of Uniswap Labs
50:18 Closing & Disclaimers

------
Resources:

Hayden on Twitter:
https://twitter.com/haydenzadams 

Announcement:
https://uniswap.org/blog/genie 

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

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

Jun 22, 2022
Monolithic to Modular DAOs with Julz Rosenberg | Layer Zero
01:04:04

How do DAOs go from monolithic to modular? Julia aka Julz Rosenburg has the answer. Julz is the Co-Founder of Orca Protocol, a project trying to uncomplicate coordination by mirroring human coordination. How? One word: Pods!

In their current state, most DAOs have coordination and hierarchical problems. However, with the help of Julz and the Orca Protocol team, this won’t always be the case.

Why are pods essential for the future of DAOs and work? What obstacles stand in the way to achieve this future? Why aren’t you pod-pilled yet? Answers to these questions and so much more in the episode.

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

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BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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


------
Topics Covered:

0:00 Intro
4:31 What Julz is Here To Do
9:07 History & Summary of Governance
14:48 Trustware vs. Socialware
20:43 Innovation on the Trustware Layer
22:16 Orca Protocol
25:10 Why Pods Matter
30:30 DAO Governance Critiques
36:07 The U.S. Governance System
39:10 The Future of Work
43:34 Monolithic to Modular DAOs
48:05 DAO Metaphors
50:42 How to Get Culture to Scale Exponentially
56:03 Pod Coordination
57:40 DAO Governance Optimism
59:28 Julz’s Advice & Resources for DAOs
1:01:18 Orca’s Product & Capturing Resources

------
Resources:

Julz on Twitter
https://twitter.com/JulzRoze 

Orca Protocol
https://www.orcaprotocol.org/ 
https://twitter.com/OrcaProtocol 

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

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

Jun 21, 2022
123 - Investing in the Chainsmokers | Drew Taggart & Alex Pall
01:23:38

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/123-the-chainsmokers-debrief 

------

Drew Taggart and Alex Pall make up The Chainsmokers, one of the most popular electronic music groups in the world. Music isn’t their only passion, though. In their latest album, “So Far So Good,” they experimented with music NFTs via the Royal platform.

As some of the most successful creators and also investors, Drew and Alex are reshaping what it means to be a creator. With community at the forefront, The Chainsmokers are a duo that you should be paying closer attention to.

How did The Chainsmokers come to be so successful? What are their plans for the future of their crypto trajectory and community? Answers to these questions and so much more in the interview!

------
📣 NOTIONAL | Real DeFi Yield
https://bankless.cc/Notional 

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

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BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | STAKE YOUR ETH
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
4:28 How the Chainsmokers Came to Be
16:05 Developing a Business Mindset
25:32 Alex & Drew’s Chemistry
34:42 Jumping into Investing
38:24 The Mantis Thesis
44:08 Investing, Music, & Product Market Fit
46:50 The Chainsmokers Investing Stigma
53:08 Activist Investing
1:01:14 The Chainsmoker’s Entrance into Web3
1:09:20 The Chainsmoker’s Mint with Royal
1:19:02 What Happens Next?
1:25:08 Alex & Drew’s Crypto Portfolio
1:27:20 Closing & Disclaimers

------
Resources:

The Chainsmokers
https://thechainsmokers.com/ 

Mantis VC
https://www.mantisvc.com/ 

The New Chainsmokers Album
https://open.spotify.com/album/1CxCEPIZbaE28qUDW4wN0t 

Royal
https://royal.io/ 

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

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

Jun 20, 2022
ROLLUP: Crypto Crash | Celsius Insolvent? | 3AC Su Zhu | Interest Rate Hike | Jack Dorsey Web5
01:50:56

3rd Week of June, 2022

 

------

📣 NOTIONAL | Real DeFi Yield

https://bankless.cc/Notional

 

------

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

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

 

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BANKLESS SPONSOR TOOLS: 

 

⚖️ ARBITRUM | SCALED ETHEREUM

https://bankless.cc/Arbitrum

 

❎ ACROSS | BRIDGE TO LAYER 2

https://bankless.cc/Across

 

🏦 ROCKET POOL | STAKE YOUR ETH

https://bankless.cc/RocketPool

 

👻 AAVE V3 | LEND & BORROW CRYPTO

https://bankless.cc/aave

 

⚡️ LIDO | LIQUID ETH STAKING

 https://bankless.cc/lido  

 

🔐 LEDGER | NANO S PLUS WALLET

https://bankless.cc/Ledger 

 

------

Topics Covered:

 

0:00 Intro

3:00 Markets

3:30 BTC Price

4:10 ETH Price

5:35 ETH BTC Ratio

6:35 Crypto Market Cap

https://imgur.com/Khft6ly

10:04 ETH Gas Markets

https://dune.xyz/hildobby/Gas

11:40 Capital D Depression?

15:40 The 5 Stages of Grief

 

23:06 The Fed

25:10 Inflation

https://twitter.com/srust99/status/1535311767051685891?s=21&t=uylJWSACuCRyhn4c3X_4Pw

27:40 Raising Rates

https://www.cnbc.com/2022/06/15/fed-hikes-its-benchmark-interest-rate-by-three-quarters-of-a-point-the-biggest-increase-since-1994.html

31:15 Era of Low Rates

https://twitter.com/pythianism/status/1537291975874883585?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ

32:50 It’s a Gift

https://twitter.com/ryansadams/status/1537158104114249729?s=21&t=dDY8P_LAR1_l4i7kHtYHsg

34:15 Forced Sellers

https://twitter.com/spencernoon/status/1537118361741574146?s=20&t=rFijGueucmaFaUe8vAbFYw

 

36:30 Celsius Insolvent

https://twitter.com/celsiusnetwork/status/1536169010877739009?s=21&t=jPTE4Q71OVuWgL63RjqckQ

38:36 Explaining Celsius

https://coinmetrics.substack.com/p/state-of-the-network-issue-159?s=r

44:47 Fake DeFi

https://twitter.com/jonwu_/status/1536476104986267648?s=20&t=Vq6402VVpR6g6H27i7Xz4A

 

53:21 Three Arrows Capital

https://twitter.com/coindesk/status/1536993553301266434?s=21&t=BUJLJpC8IiMIFpvOmBVjKg

54:40 3AC Thread

https://twitter.com/Danny8BC/thread/1537224378554806272

57:48 Su Zhu Speaks

https://twitter.com/zhusu/status/1536876343815983104?s=20&t=HHew8akRu1alggguMYy9NQ

1:00:10 Robert Leshner Take

https://twitter.com/rleshner/status/1536928363276812289?s=20&t=CwUW9f9evuUGwa5jRU8XXg

1:00:57 Controversial Meme

https://twitter.com/BanklessHQ/status/1536905741763846144?s=20&t=BRC7aGq6m6LGboJZq_OwKg

1:02:15 Not the End

https://twitter.com/RyanSAdams/status/1537028975918125057?s=20&t=T-ZfuPh-m06xSIGoR1Xk4Q

 

1:03:05 Layoffs

https://twitter.com/coinbase/status/1536682940347785216?s=20&t=34AeABxOaZm6K4-kgFBJaQ

Binance Hiring: https://twitter.com/cz_binance/status/1537013824666095617?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ

 

1:05:30 Jobs

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

 

1:08:00 NEWS

1:09:30 Optimism Exploit Returned

https://thedefiant.io/stolen-op-returned/

1:11:05 Difficulty Bomb Delay

https://decrypt.co/102703/ethereum-core-devs-delay-crucial-difficulty-bomb-for-two-months

1:13:30 NYSE Prez to Uniswap

https://twitter.com/Uniswap/status/1537081901839695872?s=20&t=2jKMZplOlLuYaxMvDnp6Lg

 

1:15:08 NFTs

https://thedefiant.io/nft-roundup-goblintown/

 

1:18:30 Jack Dorsey’s Web5

https://www.theblockcrypto.com/linked/151407/jack-dorseys-bitcoin-venture-tbd-unveils-proposal-for-decentralized-web-platform

1:22:25 Throwing Shade

https://twitter.com/pmarca/status/1535375413630840832?s=20&t=Q-9W07htZY811X3QGj6Utw

1:24:18 Coin Center Sues IRS

https://www.theblockcrypto.com/linked/151515/coin-center-sues-treasury-and-irs-claims-tax-reporting-rule-unconstitutional

1:25:40 Circle Euro Coin

https://twitter.com/jerallaire/thread/1537421727625580545

 

1:26:20 RELEASES

Lens Share: https://twitter.com/apoorvlathey/status/1536428243280007168?s=20&t=KPGASdjLzPuL6mrl8WoddA

Hop Claim: https://twitter.com/HopProtocol/thread/1534963591698427909

Seaport: https://twitter.com/opensea/thread/1536756396158599168

 

1:30:00 Community Questions

1:30:30 stETH Lido

https://twitter.com/KristinaKlaudy1/status/1537425505095385089?s=20&t=9J79BYVgOjRrdzG-u4-vOg

1:34:35 ETH Price

https://twitter.com/dragondad123/status/1537424723063189505?s=20&t=9J79BYVgOjRrdzG-u4-vOg

 

1:37:00 TAKES

1:37:20 Government Names

https://twitter.com/VitalikButerin/status/1535211774697414660?s=20&t=ggAxpBT3HGy2Kyd0GGws2A

1:39:20 DeFi Takes

https://twitter.com/TrustlessState/status/1537111461729902602?s=20&t=Um_PxwyiA4JfqLnUObMuhw

https://twitter.com/RyanSAdams/status/1536179744638701570?s=20&t=6MVEsJtRhj-LxWS50gvz2A

https://twitter.com/mhonkasalo/status/1536837789345521664?s=20&t=GS6fjA8AGrPT7IASGpmFYg

 

1:42:18 What David’s Bullish On

https://newsletter.banklesshq.com/p/8-projects-im-bullish-on-this-bear

1:45:40 What Ryan’s Bullish On

https://twitter.com/ryansadams/status/1537036424507432960?s=21&t=BUJLJpC8IiMIFpvOmBVjKg

 

1:48:10 MEMEs of the Week

https://twitter.com/chrisjbakke/status/1536387971145867264?s=21&t=bY_7p77hrpQbvSu0Rko-IA

Transitory

https://www.reddit.com/r/wallstreetbets/comments/vapx46/is_that_inflation/?utm_source=share&utm_medium=ios_app&utm_name=iossmf

 

-----

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

 

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

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

Jun 17, 2022
How Bad will Inflation Get? | Jim Bianco
01:18:54

Tell us the truth, Jim. Are we doomed?

------
 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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BANKLESS SPONSOR TOOLS: 

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

 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

-----
Topics Covered:

0:00 Intro
5:30 Why is Inflation Breaking Everything?
9:55 Indicators
12:36 Is inflation a big deal?
16:51 Destroying Wealth
21:13 Bond Markets
27:45 Bonds and Interest Rates
31:51 Volatile Commodities
34:35 Oil
38:45 Reducing Spending
46:00 The Global Markets
54:30 The Meta Black Swan Event
1:00:20 Bankrupting Sovereigns
1:07:45 The Great Reorganization
1:12:00 What Happens Next?
1:15:40 Closing

-----
Resources:

Jim Bianco:
https://twitter.com/biancoresearch?s=20&t=tFtQalkxjU6PAptGxFkfaQ 

Tweets from the Episode:
https://twitter.com/biancoresearch/status/1536183102506139648?s=20&t=BC9X_HA07wKzkMkPMt4yIQ 
https://www.economist.com/finance-and-economics/2022/04/23/does-high-inflation-matter 
https://twitter.com/biancoresearch/status/1536204256801349635?s=20&t=nQxIOLDkCDCR8q_6--wwpw 
https://twitter.com/biancoresearch/status/1536713031849213956?s=20&t=pia3hx_qRgKaxNl0G-LyuA 
https://twitter.com/LukeGromen/status/1534990729042444301?s=20&t=N11OFoW-n62j2CrzrYUiBw 
https://twitter.com/robustus/status/1535645524556230656?s=20&t=oMjZY63pCEofa4VDbWjaaQ 

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

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

Jun 15, 2022
🚨EMERGENCY BEAR MARKET EPISODE: What to do if you're scared
01:12:33

Livestreamed Tuesday June 14th @ 10am EST

Ryan and David cover some of the current news in the market, and discuss bear market emotions.

If you need a shoulder to lean on, we gotchu fam.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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BANKLESS SPONSOR TOOLS:

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

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

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

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

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

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

------
Topics Covered:

0:00 Intro
3:50 How David Feels About the Bear
7:15 How Ryan Feels About the Bear
12:15 1st Time Cyclers
20:39 Veteran Cyclers
23:23 What Happened with Prices
30:50 Where's the Bottom?
37:40 What's Driving the Bear Market?
51:32 The Bull Case for Recovery
1:01:56 Conviction, When & How Much to Buy
1:05:04 Concluding Advice
1:10:53 Closing & Disclaimers

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

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

Jun 14, 2022
Luke Burgis | Layer Zero
01:04:22

Humans are mimetic creatures that crave their respective desires. But how do these desires work when paired with crypto? Luke Burgis explains. Luke is the author of, “Wanting: The Power of Mimetic Desire in Everyday Life.”

Mimetic desire is a part of everything. After this interview, you’ll start to see it everywhere. Where does the apex of mimetic desire lead? Is it good or bad for society? How did learning about mimetic desire impact Luke’s life? Hear the answers to these questions and much more in the episode.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
3:43 Luke’s Background
7:40 Crypto & Mimetic Desire
15:40 The Leverage Component
20:32 Manias and Mimesis
24:50 Defining Mimetic Desire
31:13 Eyes
37:16 Trajectory of Mimetic Desire
46:47 Consequences of Mimetic Desire
55:55 How Luke Has Personally Changed
1:00:20 Desires
1:08:00 Good or Bad For Society?

------
Resources:

Luke Burgis on Twitter
https://twitter.com/lukeburgis 

Luke Burgis’s Website
https://lukeburgis.com/ 

Wanting by Luke
https://www.amazon.com/gp/product/1250262488/ 

Luke’s First Bankless Appearance
https://youtu.be/5cln_TL-bGI 

Manias and Mimesis Essay
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3469465 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 14, 2022
122 - Crypto's Bull Shark | Kevin O'Leary (Mr. Wonderful)
43:32

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode

https://shows.banklesshq.com/p/122-kevin 

------

Kevin O’Leary of ABC’s Shark Tank and renowned investor joins us on Bankless to share how he was crypto-pilled.

Just a few years ago, Mr. Wonderful was a crypto bear shark. Fast forward to today, he has investments in over 32 cryptocurrencies and projects. He’s even evangelizing crypto in Washington and all over the world!

What clicked for him? What’s holding the industry back? How is he thinking about the future of the space? Answers to these questions and so much more in the interview!

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:27 Mr. Wonderful in Washington
9:13 Will the Government Get it Right?
12:31 Convincing the Skeptics
18:44 Kevin’s Crypto Portfolio
25:15 The Bull Shark on the Bear Market
28:06 Legislation Obstacles
30:40 Advice For New Crypto Users
35:13 Kevin O’Leary’s Crypto Brand
37:48 What Happens Next?
42:12 WonderFi
44:11 Closing & Disclaimers

------
Resources:

Kevin O’Leary
https://twitter.com/kevinolearytv 

WonderFi
https://www.wonder.fi/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 13, 2022
Voltz Protocol | ALPHA LEAK with Simon Jones
55:41

Voltz Protocol is “a novel defi primitive, powering leveraged interest rate swaps. The first ever synthetic interest rate swap AMM, Voltz AMM utilizes concentrated liquidity, creating a market that’s c.3000x more capital efficient.”

With close ties to Uniswap’s V3 model, Voltz aims to disrupt the interest rate swap market, which currently accounts for over $1 Quadrillion (four commas!)

CEO & Co-founder Simon Jones joins this Alpha Leak to discuss the mechanics, roadmap, and token(?) for this exciting New DeFi primitive.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/    
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
6:00 Voltz Protocol
11:15 Interest Swap Markets
16:00 From Chaos to Order
18:45 Leveraged Interest
23:57 How Voltz Works
29:40 Voltz and Uniswap
34:30 Speedrunning Markets
39:22 Voltz Roadmap
43:04 The Magnitude of Yield
46:25 Liquidity Providing
50:08 Voltz Token?
52:07 Get Involved

------
Resources:

Simon on Twitter: https://twitter.com/0xSimonJones?s=20&t=LfUW7pisIXvB6IXanyaWsQ 

Voltz Protocol:
https://www.voltz.xyz/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 12, 2022
ROLLUP: Crypto Bill | OP Wintermute | Illuvium Land Sale | PayPal Crypto | ApeCoin Ethereum
01:50:30

1st Full Week of June, 2022

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/    
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro

3:40 MARKETS
4:05 BTC Price
5:25 ETH Price & Ratio
8:15 Total Crypto Market Cap 
8:35 Fed Watch
https://www.youtube.com/watch?v=nzGMSKbqjco 
12:55 S&P Trading Range
https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ 
14:10 Historic Downtrends
https://twitter.com/NorthmanTrader/status/1534895680417841156?s=20&t=ph6CaCM3VmI-aktXIK1YuQ 
17:09 Is the Bottom In?
https://twitter.com/RyanSAdams/status/1534214035775930369?s=20&t=PgOB_giLsY0ruzmCjNf2Xg 
18:52 Arthur Hayes
https://entrepreneurshandbook.co/shut-it-down-15d230b28089 
22:24 Bottom Checklist
https://www.youtube.com/watch?v=cIyxIYd8AzY 
26:25 State of the Bear
https://twitter.com/mrjasonchoi/status/1533157547204833280?s=20&t=MouipAFckt5tBzWVlAsX_Q 
31:00 Market Meme
https://twitter.com/JadedCapital/status/1534159961260892163?s=20&t=cHUeFE6WQj53jmQUiwSajg 
32:40 Burning ETH
https://twitter.com/sassal0x/status/1533758315267665920?s=20&t=Zov7f0A-pR8auAhF3liUlw 

37:00 The Ropsten Merge!
https://twitter.com/lightclients/status/1534568543198527491?s=20&t=JSYI9AFcKSfwqgwAk-xJSg 
39:40 Dress Rehearsal
https://twitter.com/BanklessHQ/status/1534701665772773376?s=20&t=BW4kTDm3LEofxUeCqiVM3Q 
40:35 Great Success!
https://twitter.com/dannyryan/status/1534928763057631232 
42:25 Merge Odds
https://twitter.com/PolymarketHQ/status/1534573695741612032?s=20&t=UDosiK6ra7MFZTLGYH05MQ 
43:26 Timelines
https://shows.banklesshq.com/p/ethereum-merge-updates-tim-beiko 
46:07 Electricity
https://twitter.com/drakefjustin/status/1534857446203834368?s=21&t=NUEmAxr8h0x_3KPC-wgIKQ 

48:42 20m OP Wintermute Fumble
https://plaid-cement-e44.notion.site/A-Message-to-the-Community-from-the-Optimism-Foundation-f49b913bb0974d8a854a8bdd409a9dd6 
51:50 Kain’s Takes
https://twitter.com/kaiynne/status/1534653450692497408?s=20&t=eYPpC7L9k3u4VrJ4tQQ8hQ 

53:15 The Crypto Bill
https://www.gillibrand.senate.gov/news/press/release/-lummis-gillibrand-introduce-landmark-legislation-to-create-regulatory-framework-for-digital-assets 

1:00:00 NEWS
1:02:30 PayPal External Transfers
https://twitter.com/Blockworks_/status/1534198854077251585 
1:04:40 Bored Ape Ethereum
https://forum.apecoin.com/t/aip-41-keep-apecoin-within-the-ethereum-ecosystem-process/5664 
1:05:50 Illuvium Land Sale
https://twitter.com/illuviumio/status/1533458697514536960?s=21&t=6m-JweSHFrwIbq6ryn6FmA 
1:06:52 Diablo Immortal
https://twitter.com/RyanSAdams/status/1533488085585076226? s=20&t=Q133IOgqCIng0FNECL_y8g
1:10:35 Budweiser and Digital Horses
https://twitter.com/budweiserusa/status/1533826563287957506 
1:11:56 Nickelodeon NFTs
https://twitter.com/nickelodeon_nft/status/1534890874747994112?s=20&t=uDZxZLg7PPW40z_MyN-y5A 
1:13:00 New York Mining Ban
https://www.cnbc.com/2022/06/03/heres-whats-in-new-yorks-new-bitcoin-mining-ban-.html 
1:15:28 Raises 
BlockFi: https://www.theblockcrypto.com/post/150377/blockfi-is-raising-a-down-round-at-1-billion-valuation-sources 
Euler: https://twitter.com/eulerfinance/status/1534163279349592064?s=21&t=iGfmuGsBnlCD3sGh_o5vrA 
1:16:35 Bankless Jobs
https://pallet.xyz/list/bankless/jobs 
1:17:36 Greyscale
https://twitter.com/jchervinsky/status/1534279351402958849?s=20&t=DQ1mOHKUeLpHXcNyNCelNQ 
1:20:15 Jay-Z and Jack Dorsey
https://www.rollingstone.com/music/music-news/jay-z-jack-dorsey-launch-financial-literacy-school-at-brooklyn-project-1364919/ 
1:21:26 Chipotle
https://www.coindesk.com/business/2022/06/02/chipotle-now-accepting-cryptocurrency-payments-at-us-locations 

1:24:00 Questions from the Nation
https://twitter.com/BanklessHQ/status/1534626663354482690?s=20&t=uJAnalv_CuWnvqfMyAxHlg 
1:25:18 Tech Skills
https://twitter.com/willitsmckinley/status/1534628582206672902?s=20&t=a_fuu65MkZe07cR2MJby5g 
1:27:08 OP Token Value
https://twitter.com/RickLatona/status/1534676772587024384?s=20&t=a_fuu65MkZe07cR2MJby5g 
1:31:08 ETH Bullishness
https://twitter.com/n1x_it/status/1534627825281601536?s=20&t=a_fuu65MkZe07cR2MJby5g 

1:35:00 TAKES
1:35:15 The Citizen House
https://twitter.com/VitalikButerin/status/1532533086352576512?s=20&t=iVP94Kh6xj5s_hQw4R_aWw 
1:37:00 Analogy Resistant
https://twitter.com/jbrukh/status/1534140205334245376?s=20&t=NCZuooaqIpJCQaIrCoxJ5w 
1:38:00 Medium not the Message
https://twitter.com/ourzora/status/1534582905674076161?s=21&t=UAEzTgQHSrmu_xBnmAdNQg 
1:39:03 Crypto Equality
https://twitter.com/RyanSAdams/status/1534251962362998785?s=20&t=uJAnalv_CuWnvqfMyAxHlg 

1:43:25 What David’s Bullish On
https://newsletter.banklesshq.com/ 
1:46:30 What Ryan’s Bullish On

1:49:00 MEME of the Week
https://twitter.com/0xfoobar/status/1533533574397304832?s=21&t=PXZ4pEod6NJXY6-wuiRJbA 

1:50:00 Moment of ZEN
https://twitter.com/BanklessHQ/status/1534268751394197504?s=20&t=uJAnalv_CuWnvqfMyAxHlg 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures  

Jun 10, 2022
Ethereum Merge Updates! | Tim Beiko
01:06:00

Tim Beiko of the Ethereum Foundation is here to update us on the merge. 

What steps are left? What obstacles do we need to overcome?
Are we merging in August like Justin Drake said? Or later?

Also, there are a lot of misconceptions about the merge! We’re gonna clear them up. 

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro
7:00 The State of the Merge
12:15 Testnets
15:30 Ropsten Merge
21:13  Client Diversity
24:45 Dress Rehearsals
29:45 Knowing When to Ship
34:00 The Timeline
39:30  Approaching the Merge
47:58 Wen Merge? How Merge?
53:12 Top 5 Misconceptions
1:01:22 Closing Remarks

------
Resources:

Tim Beiko on Twitter:
https://twitter.com/TimBeiko?s=20&t=CI2Ox4OKbi1sqcRH98qVtg

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

Jun 09, 2022
Soulbound: On or off Chain? | Vitalik Buterin and Evin McMullen
01:07:52

A fascinating intellectual debate is emerging in the world of decentralized identity. Today, Vitalik represents Soulbound NFTs, while Disco’s Evin McMullen takes the side of VCs (verifiable credentials).

From your credit history to your college degree, what is it that defines you?
What does decentralized, trustless, digital identity look like?

After listening to these two gigabrains hash it out, we’re convinced that the real winner of this debate… is humanity.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/buy 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
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------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
4:30 Setting the Stage
7:50 Chains and Identities
11:46 Governance
15:14 The Data Backpack
21:22 Non-transferability
27:52 Token Externalities
34:32 Soulbound Privacy
41:30 Proving Negatives
46:20 Inclusion & Neutrality
50:19 The Disco Pill
56:05 All Directions at Once
1:02:36 A Case Study
1:07:49 Zooming Out
1:12:50 Closing

------
Resources:

Evin on Twitter:
https://twitter.com/provenauthority?s=20&t=Y6vQEWWHoUCqnF-wAm81qg 
Vitalik on Twitter:
https://twitter.com/VitalikButerin?s=20&t=Y6vQEWWHoUCqnF-wAm81qg 
Disco:
https://www.disco.xyz/ 
Soulbound
https://vitalik.ca/general/2022/01/26/soulbound.html 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 08, 2022
Superphiz | Layer Zero
01:31:42

Superphiz, above all, is a community member. Phiz rallies the troops across the Rocket Pool and r/EthFinance communities, and is passionate about ETH staking.

Self-describing as the beacon chain community health consultant, Phiz is on a holy mission to promote crypto values.

Phiz is a perfect example of a grassroots individual making a huge impact without a technical background. It’s all Layer Zero, and it always has been.

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
3:30 Peak Phiz Performance
6:34 Decentralized Background
10:41 Ethereum vs Moloch
16:34What’s at Stake?
20:44 We are Layer Zero
24:08 Changing the Culture
28:38 Can We Solve This Problem?
33:30 Using Incentives
43:53 Governance and Values
47:23 The Centralization Limit
55:30 Responsibility Games
59:39 Psychology & Politics
1:03:00 The Role of Bankless
1:08:24 A Unique Position
1:14:14 Bullish
1:18:50 Predicting the Cycles
1:21:00 Talking Shop
1:24:50 A Community Member
1:27:27 Phiz’s Priorities
1:28:31 Closing Remarks

------
Resources:

Phiz on Twitter:
https://twitter.com/superphiz?s=20&t=wTrV-ik6VJMUfUFGZixC5A 

Rocket Pool:
https://rocketpool.net/ 

r/ethfinance:
https://www.reddit.com/r/ethfinance/ 

Project Sunshine:
https://ethsunshine.com/ 

Episode with Hal Press:
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 07, 2022
121 - The Bear Market Gift | Vance Spencer
01:42:46

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/121-debrief

------
Vance Spencer of Framework Ventures returns to Bankless to walk us through a tremendous opportunity—the Crypto Bear Market of 2022.

With a steadfast thesis and a sober approach, Vance is bullish on Layer 2 ecosystems and GameFi. And of course, all roads lead to Ethereum. Crypto is a “coiled spring on a path to hypergrowth.”

Bear Markets are where legends are born. How will you take advantage of the opportunity of a lifetime?

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:00 Vance Returns
7:39 Where Crypto Needs to Be
16:44 Bull Market Lessons
21:38 Alt L1 Blockchains
26:40 The Layer 2 Rotation
32:13 The Future of ETH Killers
41:07 The Future of Layer 2’s
47:30 Optimism vs Arbitrum
49:35 The Ethereum Market
58:30 ETH is Money
1:02:18 Veblen Moneygoods
1:07:19 Who Buys ETH?
1:10:15 Bull Market Timelines
1:16:05 The Future of Tokens
1:21:30 DeFi’s Make or Break
1:28:25 Winners will emerge
1:32:15 The GameFi Rabbit Hole
1:37:18 Lessons from Axie 
1:43:15 Metaverse Money
1:47:45 The Bear Market Gift
1:50:30 Closing & Disclaimers 

------
Resources:

Vance on Twitter:
https://twitter.com/pythianism?s=20&t=z7tmj0LJ3O71UyWH9xlFqQ 

Vance’s Tweets
https://twitter.com/pythianism/status/1528501361452584960?s=20&t=IDHtibGbBEp1t1lnsMyrIg 
https://twitter.com/pythianism/status/1531719941853892609?s=20&t=OyT_N9CEGQ8-dWs1MVapcQ 
https://twitter.com/pythianism/status/1526968297794723840?s=20&t=ndBaWVS2JCaliYyt24jViA 

Rune Christensen’s Endgame
https://forum.makerdao.com/t/the-endgame-plan-parts-1-2/15456 
Crypto Fees
https://cryptofees.info/ 
Betting the Fund on the Merge
https://shows.banklesshq.com/p/betting-the-fund-on-the-merge-hal?s=w#details 
Bull Case For DeFi
https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer?s=w 
Bull Case For DeFi II
https://shows.banklesshq.com/p/-defi-verticals-vance-spencer?s=w 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 06, 2022
ROLLUP: OpenSea Arrest | Optimism OP Airdrop | Kanye West NFTs | OpenSea Arrest | Solana Halted | ETH 2.0 Merge | Velodrome
01:40:43

Last Week of May, 2022

------
📣 METAMASK | The Easiest Buy in Crypto
https://bankless.cc/MetaMask

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🏦 ROCKET POOL | DECENTRALIZED ETH STAKING
https://bankless.cc/RocketPool

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro

4:45 MARKETS
5:08 BTC Price
5:45 ETH Price
7:15 FTX Surpasses Coinbase
https://www.theblockcrypto.com/linked/149654/ftx-surpassed-coinbase-as-second-biggest-centralized-crypto-exchange-in-may
9:19 Gemini Layoffs
https://decrypt.co/101881/gemini-lays-off-10-staff-prepare-crypto-winter

11:00 NEWS

12:00 Optimism ($OP) Drop
https://app.optimism.io/airdrop/check
16:11 OP Price
https://www.coingecko.com/en/coins/optimism
18:04 Recapping the Airdrop
https://twitter.com/optimismPBC/thread/1532110295421829123
22:45 Burning
https://twitter.com/sassal0x/status/1531915789103599616
25:10 Fee Revenue
https://twitter.com/sassal0x/status/1531814581932158977
26:58 Coinbase Supports $OP
https://twitter.com/coinbaseassets/status/1531754747321262080
27:35 Controversial Governance
https://gov.optimism.io/t/users-who-sold-the-initial-op-airdrop-should-become-ineligible-for-all-future-airdrops/2143
30:34 Cobie’s Response
https://gov.optimism.io/t/extended-ineligibility-for-future-airdrops/2249

34:14 Velodrome Airdrop
https://stakingbits.medium.com/velodrome-finance-velo-airdrop-is-live-heres-how-to-claim-43e65c5c18f2
 
37:05 L2 Fees
https://l2fees.info/l1-fees

39:32 OpenSea Front-Runner Facing Charges
https://www.justice.gov/usao-sdny/pr/former-employee-nft-marketplace-charged-first-ever-digital-asset-insider-trading-scheme
45:08 Front-Running
https://twitter.com/Dogetoshi/status/1532052263375708162

49:20 ETH 2.0 Merge
https://blog.ethereum.org/2022/05/30/ropsten-merge-announcement/

52:08 Pooly NFT
https://blockworks.co/pooltogether-flocks-to-nfts-to-raise-legal-defense-funds/

53:50 Kanye West Yeezus
https://www.theblockcrypto.com/linked/149745/kanye-wests-yeezus-files-for-nft-trademarks

55:35 Risks of Liquid Staking
https://twitter.com/dannyryan/status/1531383030786314240

1:00:00 Battle for the Apes
Avalanche: https://forum.apecoin.com/t/aip-idea-otherside-as-an-avalanche-subnet/6369
Immutable X: https://twitter.com/NorthRockLP/status/1530491299727556609
1:03:25 AVAX vs Immutable X
https://twitter.com/NorthRockLP/status/1530491299727556609

1:03:51 Solana Down Again
https://twitter.com/solanastatus/status/1532043450107015168?s=21&t=OD7ahgCknAnOgQClUhELIQ

1:05:44 Jobs
https://pallet.xyz/list/bankless/jobs

1:07:30 RELEASES
1:07:45 Bankless DAO Tax Guide
https://twitter.com/TaxDroid/status/1532036819189129218
1:09:10 Zerion Mobile Wallet
https://zerion.io/blog/announcing-the-zerion-smart-wallet/
1:10:40 Voltz Protocol
https://twitter.com/voltz_xyz/status/1532029218518876161
1:12:52 DeFi Saver L2
https://twitter.com/DeFiSaver/status/1531299975661068288
1:13:50 Immutable IMX Staking
https://twitter.com/Immutable/status/1531081329865269248?s=20&t=kCTh4dBgrmptze-ut3gS3Q
1:14:30 Lummis Crypto Bill
https://www.theblockcrypto.com/post/149186/heres-a-full-draft-of-senator-cynthia-lummis-landmark-crypto-bill
1:16:18 Binance $500m Raise
https://techcrunch.com/2022/06/01/binance-labs-closes-500m-fund-to-focus-on-web3-and-blockchain-adoption/
1:18:00 Blockspace Demand
https://twitter.com/frogmonkee/status/1532092154037907457
1:22:50 New Use Cases
https://twitter.com/cryptoversidad/status/1532099747783159808?s=20&t=KcDR2bM8-9ajrtWT4AOaWg

1:26:30 TAKES
1:27:08 Understanding the Merge
https://twitter.com/0xfoobar/status/1531710201639882756?s=20&t=YP7GlgRatNiU0azz-leO4g
1:28:26 DAO Human Trilemme
https://twitter.com/owocki/status/1531728875335524352
1:32:50 EVM
https://twitter.com/sassal0x/status/1532198738927579137

1:33:30 What David’s Bullish On
1:36:00 What Ryan’s Bullish On

1:38:10 MEME of the Week
https://imgur.com/4KCMNLA

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

Jun 03, 2022
Guide to the Ethereum Roadmap | Jon Charbonneau of Delphi Digital
01:12:28

Jon Charbonneau, Research Analyst at Delphi Digital joins David to talk about his recent essay titled, "The Hitchhiker's Guide to Ethereum."

Proposer / Builder Separation (PBS)
Danksharding and ProtoDanksharding (DS + PDS)
Data Availability Sampling (DAS)

What the absolute HELL are these things? What do they mean for Ethereum? What's the common theme behind all of them? And what do they mean for ETH?

All of these questions answered and so much more in the livestream.

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:00 The Vibe of the Ethereum Roadmap
8:50 The Hitchhiker's Guide to Ethereum
17:06 The End State of Ethereum
23:05 Data Availability Sampling
34:49 Proto to Full Danksharding
48:15 Proposer Builder Separation
54:01 Checks & Balances
56:10 Incentives in Being a Builder
1:01:50 Centralization
1:03:50 Comparing Ethereum’s Scaling Strategies
1:05:54 Value Capture
1:07:20 How Jon Understands Everything

------
Resources:

Jon Charbonneau
https://twitter.com/jon_charb 

Delphi Digital
https://delphidigital.io/ 

The Hitchhiker's Guide to Ethereum
https://members.delphidigital.io/reports/the-hitchhikers-guide-to-ethereum 

Valuing Layer 1s - Memes, Money, or More?
https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

Jun 01, 2022
The Alfalfa Podcast | Layer Zero
01:47:31

The Alfalfa Podcast—comprised of Arman Assadi, Nick Urbani, Stephen Cesaro, and Eric Johanson—is the shared mindspace of “four radically moderate internet and finance entrepreneurs.”

The Alfalfa bros wash down mezcal with hot takes about crypto, the macro outlook, politics, investing, and philosophy. This one is a lot of fun.

Also, is this episode a try-out for the Alfalfa Podcast to join the Bankless Network? We’re not totally sure, so you’ll have to let us know!


------
📣 ALCHEMIX | Get a self-repaying loan today! 
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
 https://bankless.cc/lido   

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger    

------
Topics Covered:

0:00 Intro
6:53 Alfalfa Origins
12:55 Nick Urbani
17:39 Arman Assadi
20:35 Eric Johanson
23:08 Stephen
31:40 The Vibe
35:30 Alfalfa vs Bankless
43:08 Squad Wealth
48:45 Authenticity
55:00 Bullish
1:02:53 Bearish
1:11:45 Macro, BTC, ETH
1:17:05 Is David Bearish?
1:22:08 The Merge Trumps Macro
1:29:06 Priced In
1:42:20 Why Alfalfa?

------
Resources:

The Alfalfa Podcast
https://linktr.ee/alfalfapod 
Nick Urbani
https://twitter.com/NUrbani?s=20&t=1wXIWr2RUOfyHKw9zJqREw 
Arman Assadi 
https://twitter.com/ArmanAssadi?s=20&t=1wXIWr2RUOfyHKw9zJqREw 
Stephen Cesaro
https://twitter.com/StephenCesaro?s=20&t=1wXIWr2RUOfyHKw9zJqREw 
Eric Johanson
https://www.linkedin.com/in/ericjohanson1/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 31, 2022
120 - Marc Andreessen & Chris Dixon of a16z | Reinventing the Internet
01:23:41
✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/120-debrief 

------
Marc Andreessen was a key player at the genesis of the internet. Chris Dixon is the master of Web3 mental models. 

The journey of a16z is the history of the internet—from Web1 builders to Web2 disruptors. And now they stand as core capital infrastructure of Web3.

Having just announced the $4.5B raise of their Crypto Fund IV, as well as their new web3 Podcast, this episode will break the internet... or fix it.

------
📣 SUBSCRIBE to the NEW a16z PODCAST:
https://link.chtbl.com/HObAJQDL?sid=bankless 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
 https://bankless.cc/lido   

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger  

------
Topics Covered:

0:00 Intro 
5:30 The Internet Problem
13:47 Encryption & Regulation
20:20 What the People Want
26:04 Cathedral and the Bazaar
34:07 Internet History Rhymes
39:46 Net Neutrality
47:15 An Improved Design Space
53:30 Speedrunning Everything
59:24 The Web3 Solution
1:03:55 The Mature Internet
1:11:50 Art and the Internet
1:15:21 Web3 Critics
1:19:15 Political Ideology
1:25:13 Marc’s Advice
1:31:25 Closing & Disclaimers

------
Resources:

Marc on Twitter:
https://twitter.com/pmarca?s=20&t=KszkLZCPKDd3zwBLcU0aiA 

Chris on Twitter:
https://twitter.com/cdixon?s=20&t=KszkLZCPKDd3zwBLcU0aiA 

5 Mental Models for Web3:
https://shows.banklesshq.com/p/-90-5-mental-models-for-web3-chris 

a16z Podcast:
https://link.chtbl.com/HObAJQDL?sid=bankless 

------
Marc Andreessen's Book Club:

The Mystery of Capital - Hernando De Soto
https://www.amazon.com/Mystery-Capital-Capitalism-Triumphs-Everywhere/dp/0465016154 
In Defense of Globalization - Jagdish Bhagwati
https://www.amazon.com/Defense-Globalization-New-Afterword/dp/0195330935 
Free to Choose - Milton Friedman
https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607 
Capitalism and Freedom - Milton Friedman
https://www.amazon.com/Free-Choose-Statement-Milton-Friedman/dp/0156334607 
A Conflict of Visions - Thomas Sowell
https://www.amazon.com/Conflict-Visions-Ideological-Political-Struggles/dp/0465002056 
The Vision of the Anointed - Thomas Sowell
https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X 
Knowledge and Decisions - Thomas Sowell
https://www.amazon.com/Knowledge-Decisions-Thomas-Sowell/dp/0465037380 
Intellectuals and Society - Thomas Sowell
https://www.amazon.com/Intellectuals-Society-Thomas-Sowell/dp/0465025226 
The Managerial Revolution - James Burnham
https://www.amazon.com/Managerial-Revolution-What-Happening-World/dp/1839013184 
In Defense of Global Capitalism - Johan Norberg
https://www.amazon.com/Defense-Capitalism-Norberg-Institute-Defence/dp/1930865473 
The Machinery of Freedom - David D. Friedman
https://www.amazon.com/Machinery-Freedom-Guide-Radical-Capitalism/dp/1507785607 
God of the Machine - Isabel Paterson
https://www.amazon.com/God-Machine-Library-Conservative-Thought/dp/1560006668 
Economics in One Lesson - Henry Hazlitt
https://www.amazon.com/Economics-One-Lesson-Shortest-Understand/dp/0517548232 
Men, Machines, and Modern Times - Elting E. Morison
https://www.amazon.com/Men-Machines-Modern-Times-Press/dp/0262529319 
The Cathedral & the Bazaar - Eric S. Raymond
https://www.amazon.com/Cathedral-Bazaar-Musings-Accidental-Revolutionary/dp/0596001088 
The Declaration of Independence of Cyberspace - John Perry Barlow
https://www.eff.org/cyberspace-independence 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 30, 2022
ROLLUP: Build the Dip | GameStop Wallet | Terra Relaunch | PoolTogether Lawsuit - Mint a Pooly
01:31:21

4th Week of May, 2022

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

4:55 MARKETS
5:00 BTC Price
5:16 ETH Price
5:38 BTC Ratio
8:05 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts 

8:23 BEAR
8:35 Rekt ARK
https://twitter.com/charliebilello/status/1524384920184963072 
11:20 OpenSea Volumes December 2021 Levels
https://imgur.com/Nw0b10k 

11:33 BULL
11:37 Uniswap Hits $1T Lifetime Trading Volume
https://twitter.com/uniswap/status/1529102980296867842 
12:32 The ENS Boom
https://twitter.com/ensdomains/status/1520920301583822848 
13:24 May
https://twitter.com/nicksdjohnson/status/1528516461668380672 
14:08 New and Returning Users
https://twitter.com/nicksdjohnson/status/1528516666643976192 
14:25 Read Metaversal
https://metaversal.banklesshq.com/p/the-ens-boom- 
14:30 Reports from Goldman Sachs & Federal Reserve
https://www.coindesk.com/markets/2022/05/20/goldman-sees-little-us-economic-impact-from-lower-cryptocurrency-prices/ 
15:25 12% Adults Held Crypto Last Year
https://thedefiant.io/fed-survey-crypto/ 
17:03 Stablecoins as Portion of ERC20s vs. ETH
https://imgur.com/ZUSP1wZ 

21:43 NEWS
22:09 Gamestop Wallet
https://twitter.com/GameStop/status/1528693604364976129 
https://wallet.gamestop.com/wallets 
https://chrome.google.com/webstore/detail/gamestop-wallet/pkkjjapmlcncipeecdmlhaipahfdphkd 
24:50 Terra Relaunching Without Algo-Stablecoin
https://twitter.com/terra_money/thread/1529451631263174656 
https://www.theblockcrypto.com/linked/148253/korean-police-seek-freeze-on-luna-foundation-guard-assets-kbs 
28:20 DeFi Defending Itself
28:35 Story of Frivolous PoolTogether Lawsuit
https://twitter.com/lay2000lbs/status/1529827211401842694 
30:05 Mint a Pooly
https://mint.pooltogether.com/ 
33:46 Optimism Cracks Down on Airdrop Farmers
https://www.theblockcrypto.com/post/148417/optimism-cracks-down-on-airdrop-farmers 
35:45 Loyalty Coin Season
33:57 Coindesk Launches $DESK
https://twitter.com/CoinDesk/status/1528756858307100672 
37:39 Revolut’s $Revcoin
https://www.theblockcrypto.com/post/147768/revoluts-planned-native-token-will-reward-customer-loyalty-storonosky-says 
39:05 Tl;dr:
https://c.tenor.com/CMsesV7bO7kAAAAC/iasip-its-always-sunny.gif 

40:10 NFTs
40:15 OpenSea Launches Seaport
https://beincrypto.com/opensea-launches-web3-nft-seaport-marketplace/ 
41:38 Seth Green is Down Bad
https://twitter.com/morebuttertv/status/1529151981792727040 

43:50 MISC
43:52 Cami Gives Her Book to the Pope
https://twitter.com/CamiRusso/status/1527371285835067394 
44:23 SBF Could Spend $1B in 2024 Elections
https://twitter.com/fintechfrank/status/1529185967705292801 

46:47 JOBS
https://pallet.xyz/list/bankless/jobs 

49:34 RELEASES
49:40 Tracer DAO Perpetual Pools V2
https://twitter.com/TracerDAO/status/1527289735500247040 
51:45 Sense Finance Web3 Yield Curve
https://twitter.com/senseprotocol/status/1527334388232466432 
https://app.sense.finance/eth-mainnet/pool 
https://www.statista.com/statistics/1058454/yield-curve-usa/ 

55:57 RAISES
56:00 a16z Crypto Fund 4 $4.5B
https://www.cnbc.com/2022/05/25/andreessen-horowitz-raises-4point5-billion-crypto-fund-in-down-market.html 
https://newsletter.banklesshq.com/ 
56:54 Adam Neumann-Backed Flowcarbon $70M a16z
https://twitter.com/TheBlock__/status/1529190581133619205 
59:12 StarkWare Series D $8B
https://twitter.com/StarkWareLtd/status/1529454921451458560 
59:34 Standard Crypto $500M Fund
https://www.theblockcrypto.com/linked/148537/standard-crypto-raises-new-500-million-fund-axios 

1:02:55 Community Questions
https://twitter.com/TrustlessState/status/1529561952648716289 
https://twitter.com/MateyNikolov/status/1529569116994080771 

1:13:35 TAKES
1:13:40 Step Aside Disney
https://twitter.com/sobylife/status/1527400472251752448 
1:14:32 DeFi’s Benefits
https://twitter.com/econoar/status/1527873338600611840 
1:16:33 UNIchain is Inevitable
https://twitter.com/delitzer/status/1528497663607328768 
1:21:38 13 Years of Web3 and NFTs Converted
https://twitter.com/w3b_eth/status/1528782828481171456 

1:23:25 What David’s Excited About
Alfalfa Podcast
https://imgur.com/EtRtCpD 
https://imgur.com/9XWu0VT 
1:24:49 What Ryan’s Excited About
https://twitter.com/pythianism/status/1528501361452584960 

1:29:46 Meme of the Week
https://twitter.com/cryptoreumd/status/1527706078624063489 

1:30:57 Moment of Zen
https://twitter.com/BanklessHQ/status/1529899137713549312 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 27, 2022
Immutable Live Reveal: Scaling NFTs to a Billion Players with L2/L3
58:55

Co-Founder & President, Robbie Ferguson and Co-Founder & CTO, Alex Connolly join us to reveal something very important: the next chapter of Immutable.

Tune in to find out what it is and what it means for the NFT space!

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
6:15 What’s Holding GameFi Back?
12:00 Immutable’s BIG Release
15:32 Why Multichain?
20:27 The Interoperability Layer
23:11 Network Effects, Security, & Fractal Scaling
45:15 Liquidity, Multichain & Bridging Dynamics
53:41 Wen Games?
58:00 Rarible x Immutable

------
Resources:

Robbie Ferguson
https://twitter.com/0xferg 

Alex Connolly
https://twitter.com/0xconnolly 

Immutable
https://www.immutable.com/ 
https://twitter.com/immutable 

Spectrum of Chain Chart
https://imgur.com/oaGPuuE 

Unified Ecosystem Diagram
https://imgur.com/j32AzjH 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 25, 2022
119 - Dive into Danksharding | Vitalik, Dankrad, Protolambda, Moderated by Tim Beiko
01:08:36
This might be the dankest livestream we’ve done to date. Vitalik Buterin, Dankrad Feist, and Protolambda join Tim Beiko to discuss all things Danksharding and Proto-Danksharding.

Sharding what? Don't worry. By the end of this conversation, you’ll know how sharding has evolved over time, why danksharding is possible, how proto-danksharding will get deployed, and so much more.

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 


------
Topics Covered:

0:00 Intro & Danksharding Explained
7:00 Panelist’s Backgrounds
8:34 How Sharding Has Evolved
15:56 Why Danksharding is Possible
23:40 Proto-Danksharding
27:15 Data Availability
35:40 Data Availability Sampling
48:00 Cryptography for Noncryptographers
56:10 How Does All of This Get Deployed
1:00:05 The Big Open Questions in Sharding Land
1:05:30 Closing Thoughts

------
Resources:

Vitalik
https://twitter.com/VitalikButerin 

Dankrad
https://twitter.com/dankrad 

Protolambda
https://twitter.com/protolambda 

Tim Beiko
https://twitter.com/TimBeiko 

Proto-Danksharding
https://www.eip4844.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 23, 2022
ROLLUP: 1st In-Person WRU | Permissionless 2022 | Web3 Social | Staking & Wallet Wars
59:26

3rd Week of May, 2022

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:
http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro

5:27 MARKETS
5:30 BTC Price
7:00 ETH Price
7:13 BTC Ratio
7:34 Total Crypto Market Cap
https://www.coingecko.com/en/global_charts 
7:46 $35T in Global Market Value Gone
https://twitter.com/cullenroche/status/1524441227931774976 

11:08 PERMISSIONLESS
11:50 Web3 Social Media
https://twitter.com/LensProtocol/status/1526918065409216512 
https://twitter.com/sabarehmani/status/1527284540045086722 
17:44 Robinhood Wallet
https://twitter.com/Blockworks_/status/1526618593856823297 
https://twitter.com/Blockworks_/status/1526620218352619521 
https://youtu.be/pxolJ9ijVVc 
19:43 SBF Takes 7.6% Stake in Robinhood
https://twitter.com/fintechfrank/status/1524856587206246409 
20:27 Coinbase MPC Wallet
https://mobile.twitter.com/petejkim/status/1527027583254241280
26:54 Ledger Connect
https://twitter.com/Ledger/status/1526638379886161920 
27:28 Coinbase Liquid Staking
https://blockworks.co/coinbase-cloud-figment-back-new-liquid-staking-protocol/ 

30:08 NEWS
30:10 Terra / Luna Updates
30:15 Do Kwon Called to Attend Parliament
https://twitter.com/WatcherGuru/status/1526499355221495810 

31:04 NFTs
31:15 Chainsmokers Album Royalties With Fans
https://decrypt.co/100168/chainsmokers-new-album-nft 
32:08 Spotify Trialing NFTs?!
https://messari.us17.list-manage.com/track/click?u=5b89525c77acdd986027c25d1&id=62a55abfa2&e=29f2240adb 

34:28 JOBS
https://pallet.xyz/list/bankless/jobs 

31:15 RELEASES
37:18 a16z 2022 State of Crypto Report
https://twitter.com/a16z/status/1526524210927083520 
39:37 EY Supply Chain Tracking
https://www.theblockcrypto.com/post/147287/ey-unveils-supply-chain-tracking-service-on-polygon-nightfall 

40:30 RAISES
40:33 a16z $600M Gaming Fund + Framework
https://www.wsj.com/articles/andreessen-horowitz-debuts-600-million-gaming-fund-to-add-to-web3-bets-11652878800 

43:49 Community Questions
https://twitter.com/thefaketomato/status/1527029194336632834 

46:11 TAKES
46:14 Legitimize Price Gouging
https://twitter.com/VitalikButerin/status/1525301234516652032 
49:34 Long-term Crypto Fundamental Indicator
https://twitter.com/matthuang/status/1525871531070435328 
50:21 Build the Dip
https://twitter.com/RyanSAdams/status/1527278030095147008 

52:46 What David’s Excited About
53:15 What Ryan’s Excited About

Pics from Permissionless
Meeting IRL
https://twitter.com/0x_Lucas/status/1526237799699169281 
Meeting on stage
https://twitter.com/mad5/status/1526553782808678400 
David + Ryan at DAO event
https://twitter.com/JulianPscheid/status/1526756748555694080 
https://twitter.com/GrayberJef/status/1526772418118836225 
Rosenthal on Stage
https://twitter.com/DisruptiveBrain/status/1526662343333138433
The Merge
https://twitter.com/BanklessHQ/status/1526954353709531137 
First ever Ryan+David pic with a fan
https://twitter.com/res_fluid/status/1526910754473000961 
Ryan + Dixon
https://twitter.com/RyanSAdams/status/1526570918851530754 
Getting Green Pilled
https://twitter.com/BanklessHQ/status/1526625409214959618 
DeFi state of the Union
https://twitter.com/mcutler/status/1526914528633552897 
Party
https://twitter.com/PallerJohn/status/1527152102459461638 

59:07 Moment of Zen

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 20, 2022
Robinhood's Crypto Pivot with Vlad Tenev, Co-Founder, CEO
36:32

Robinhood's Co-Founder & CEO, Vlad Tenev announced some major news at Permissionless earlier this week. Robinhood is diving deep into crypto and web3!

How so? When's the big roll-out? Hear all about it and so much more in the interview.

P.S. It's Ryan and David's FIRST in-person interview! You don't want to miss it, anon. Trust.

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
4:53 Wen Vlad & Robinhood Got Cryptopilled
7:55 Why Self-Custody
9:09 Robinhood 3
12:15 Chromatic Feedback & Other Features
14:03 Why the Crypto Pivot?
20:37 Utility of Robinhood’s Non-Custodian Wallet
26:04 Cannobolization Threat?
27:32 Robinhood’s Seriousness, Culture, & Demand
30:44 Robinhood Crypto Users
32:28 Robinhood 3’s Case for Normies
34:56 What’s Next

------
Resources:

Vlad Tenev
https://twitter.com/vladtenev 

Robinhood 3
https://robinhood.com/web3-wallet 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 19, 2022
Alpha Leak | The Bull Case for Lyra
34:39

Mike Spain is the Co-Founder of Lyra, an options trading protocol accessing the scalability of Layer 2 Ethereum to provide a robust, lightning-fast, and reliable trading experience.

David and Mike chat about how Lyra got started, the impact of on-chain options, Lyra’s newest launch—Avalon—and so much more.

Avalon is available now to a select group of users and will be available to the public on May 30th!

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Timestamps:

0:00 Intro
3:38 The Genesis of Lyra
6:20 On-Chain Options
11:36 How Lyra Wins
14:46 Pros & Cons of On-Chain Options
16:42 Lyra Limitations & Roadmap
21:47 Composibilty & Avalon
28:39 The Lyra Vision
30:19 Yield & Options
32:00 Lyra $OP Distribution
33:33 Closing

------
Resources:

Mike Spain
https://twitter.com/0xmjs 

Lyra
https://twitter.com/lyrafinance 

Avalon
https://blog.lyra.finance/avalon-upgrade-primer/ 

Discord
https://discord.com/invite/Lyra 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 18, 2022
Instagram Bringing NFTs to 2.9B People | Sandeep & Mihailo, Polygon
01:04:11

Sandeep Nailwal and Mihailo Bjelic are the Co-Founders of Polygon. They’ve been on Bankless in the past, but not during a time like the one we currently find ourselves in.

However, the bear market is not stopping Polygon from building. Polygon is enabling Instagram to bring NFTs to 2.9B people. And that's not all! They're also working with Stripe to allow USDC payments via Polygon.

Hear how exactly they plan on doing this, what they plan on building next, how they're thinking about the bear market, and so much more!

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
8:41 Instagram is Adding NFTs
15:01 Meta’s Crypto Team
17:40 What Instagram NFTs Look Like
21:30 The Potential of NFTs on Instagram
26:31 Is Polygon Ready to Support New Users?
29:58 Stripe to Allow USDC Payments via Polygon
35:35 Addresses, Stripe Wallet & Gas Fees?
41:12 Polygon’s Strategy Going Forward
49:04 Polygon Supernets
53:38 Weathering the Bear Market Storm
58:55 Thoughts on the Market Crash
1:02:24 Closing & Disclaimers

------
Resources:

Sandeep & Mihailo's Previous Bankless Episodes
https://youtu.be/Gf2aalPt8-k 
https://youtu.be/rCJUBUTFElE 

Sandeep Nailwal
https://twitter.com/sandeepnailwal 

Mihailo Bjelic
https://twitter.com/MihailoBjelic 

Instagram NFTs
https://imgur.com/a/c1vBnM2 

Stripe to Allow USDC Payments via Polygon
https://www.coindesk.com/business/2022/04/21/stripe-taps-polygon-to-allow-customers-to-make-payments-in-usdc/ 

Polygon Supernets
https://twitter.com/0xPolygon/status/1517502692670640129 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 17, 2022
The Astrological Crypto Maven with Maren Altman | Layer Zero
53:45

Crypto is a multidisciplinary field. Whether it’s finance, sociology, history, or philosophy—the list goes on. However, what about astrology? Can crypto be predicted using it? Maren makes the case for why. And she's got the track record to prove it.

In this episode, we dive into Maren’s astrological crypto trading methods, her responses to the main critiques, what lies ahead in the coming months and remaining decade, and so much more.

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
4:20 Who is Maren & Astrology?
8:00 The Method to Predicting
10:06 Critiques of the Method
15:20 Predicting the Collapse of UST
17:34 Maren’s Track Record & Reading
22:21 Gravitating Towards Crypto
27:41 The Maren Community
35:46 Prediction Timeframes & Cycles
37:54 What’s Coming in May, June & Beyond?
46:10 Multidisciplinary Alignment
47:53 Astrace & Other Things Maren’s Working On
57:37 David & Maren’s Signs

------
Resources:

Maren
https://www.youtube.com/c/MarenAltman/videos 
https://twitter.com/marenaltman 
https://www.tiktok.com/@marenaltman 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 17, 2022
118 - Raoul Pal | Should We Be Scared Right Now?
01:29:56

The current outlook in the markets is... shaky at best.

War in Europe. Inflation and political instability in the USA.
On top of that, Terra (UST)  began its historic plummet—right in the middle of recording this episode.

Raoul Pal of RealVision returns to Bankless to synthesize the widespread chaos in the markets, and helps us figure out how to position ourselves for these wild times.

------
📣 ALCHEMIX | Get a Loan that Repays Itself!
https://bankless.cc/Alchemix

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
 https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro
6:30 Not Looking Good Out There
14:00 What Goes Up…
19:49 The Macro Fundamentals
25:09 The Debt Bubble
31:29 Tech Stocks
37:30 No Safety Net
42:34 Global Concerns
47:45 UST Collapses
52:30 A Massive Meltdown
55:15 Regulation
59:30 Maturing Crypto Markets
1:05:45 What can save us?
1:12:38 More Stimulus Checks?
1:19:22 Hedging Against Inflation
1:22:00 Raoul’s Portfolio
1:26:10 Culture as an Asset Class
1:28:53 Advice for First-Timers
1:31:40 Should We Be Scared?

------
Resources:

Raoul Pal:
https://twitter.com/RaoulGMI?s=20&t=fcZpeyDaMB3GKo8aC1i4Gw 

RealVision:
https://www.realvision.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 16, 2022
Anthony Sassano & Eric Conner | Luna Demise, Bear Survival, Bullish ETH Merge
01:15:26

Anthony, Eric, and David dive into the downfall of Luna, takeaways from this week, bear market survival, and why they're bullish on the ETH merge.

------
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Resources:

Anthony Sassano
https://twitter.com/sassal0x 
https://twitter.com/thedailygwei 
https://www.youtube.com/c/TheDailyGwei 

Eric Conner
https://twitter.com/econoar 
https://podcast.ethhub.io/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 14, 2022
ROLLUP: Crypto Bear Market? UST Luna Collapse. Instagram NFTs. Coinbase Bankruptcy? Bankless Youtube Ban.
01:26:15
2nd Week of May, 2022

------
📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis 

------
🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   
🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/   

------
BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro

3:30 MARKETS
4:00 BTC Price
5:14 ETH Price
6:20 BTC Ratio
7:30 Down Bad
8:20 The Fed
11:30 Alt L1s
https://twitter.com/RyanSAdams/status/1524530815534780418?s=20&t=vizZmVoPrcVxbam1fHBrDw 
18:41 Coinbase Earnings
https://twitter.com/fintechfrank/status/1524128481537400832 

22:30 NEWS
23:00 UST Luna Collapse
https://twitter.com/terra_money/status/1524785058296778752?s=21&t=E7dei4OsxkNXTk1l9K0kaQ 
36:06 Tether Loses Peg
https://www.coindesk.com/markets/2022/05/12/tether-loses-1-peg-bitcoin-drops-to-2020-levels-of-near-24k/ 
38:05 Coinbase Bankruptcy
https://www.wsj.com/articles/coinbase-says-users-crypto-assets-lack-bankruptcy-protections-11652294103 
41:27 Bankless Banned from Youtube
https://twitter.com/BanklessHQ/status/1523317593947353089 
48:58 Optimism Records
https://twitter.com/kelvinfichter/status/1523826091961597953 

51:00 NFTs
51:24 Instagram NFTs
https://twitter.com/BanklessHQ/status/1523404729715359745 
53:49 Doodles Billboard CEO
https://decrypt.co/99660/ethereum-nft-collective-doodles-names-billboard-executive-new-ceo 
54:14 PopeNFT
https://www.entrepreneur.com/article/426931 
54:54 Poolsuite Manor DAO
https://twitter.com/Poolsuite/status/1522311339116539906 

55:15 REGULATION
55:44 BitMEX Fine
https://www.coindesk.com/policy/2022/05/05/us-court-orders-bitmex-founders-to-pay-30m-for-illegal-trading-2/ 
56:51 Germany Tax
https://decrypt.co/100086/germany-wont-tax-bitcoin-ethereum-sold-after-one-year-of-possession 
57:43 JUNO Oops
https://twitter.com/CoinDesk/status/1522290377713192962 

58:30 RELEASES
58:40 Hop Drop
https://twitter.com/HopProtocol/status/1522284534598967300 
1:00:45 Compound Treasury Credit Rating
https://twitter.com/compoundfinance/status/1523655146898661376 
1:01:35 Zapper iOS App
https://twitter.com/zapper_fi/status/1517155336070696961 
1:02:25 Zora $50m Raise
https://twitter.com/stevejang/status/1522287336209362944 
1:03:18 Decrypt Raise
https://www.coindesk.com/business/2022/05/03/decrypt-spins-out-from-consensys-mesh-raises-10m-at-50m-valuation/ 

1:03:40 JOBS
https://pallet.xyz/list/bankless/jobs 

1:08:15 Community Questions
https://twitter.com/ChristopherSc15/status/1524539103412379650?s=20&t=C0zGfY_hr437Uh3oamnkuw 
https://twitter.com/Jasper_ETH/status/1524492344317419520?s=20&t=C0zGfY_hr437Uh3oamnkuw 
https://twitter.com/daniserra/status/1524570148257947648?s=20&t=C0zGfY_hr437Uh3oamnkuw 

1:15:45 TAKES
1:16:10 DAO Culture
https://twitter.com/owocki/status/1524069606855303168 
1:18:35 The Best Investments
https://twitter.com/RyanSAdams/status/1524703484884488192?s=20&t=HrwnaTnEh4GfX6mk8q5Ybg  

1:20:15 What David’s Excited About
1:22:00 What Ryan’s Excited About

1:24:05 MEME of the Week

1:25:00 Moment of Zen

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 13, 2022
UST Luna - The Biggest COLLAPSE in Crypto History
52:53

We’re currently watching one of the the largest events in Crypto history. 

The sketchy outlook in the markets has triggered a run on the UST stablecoin, which began destabilizing in the last several weeks.

As time progressed, the peg worsened, and it eventually rolled over into a complete crash of both the value of UST, and the native asset LUNA.

What led to the crash? Was it a coordinated attack, or an inevitable collapse?

What Red Flags were there ahead of time? What’s the fallout from all of this? What lessons can we learn? 

------
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🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
6:30 Explaining the Terra Ecosystem
9:30 Tail Risk and Background
13:50 Bitcoin, Curve, and Monsters
17:54 The Initial Destabilization
20:14 The Panic Begins
24:40 The Charts
27:18 A Total Collapse
32:30 Regulators Get Involved
35:08 Was This An Attack?
37:58 The Collateral Damage
40:00 Do Kwon’s Big Talk
41:52 Rick Sanchez and Basis Cash
44:08 Community Response
46:05 How Do We Move On?
49:14 Don’t Take Shortcuts

------
Resources:

Anchor Protocol:
https://app.anchorprotocol.com/earn 
Buying Bitcoin:
https://twitter.com/LFG_Reserve/status/1507688906820620291 
Curve Pools:
https://dune.com/SebVentures/UST 
Binance Orderbook:
https://twitter.com/hasufl/status/1523817151471230976?s=20&t=FiTLk5ce5JmTg_s7QnWgMw 
External Collateral:
https://twitter.com/ThinkingBitmex/status/1523526622044860416 
Deploying More Capital:
https://twitter.com/stablekwon/status/1523733542492016640 
Collapse:
https://twitter.com/ryanberckmans/status/1523712585794977792 
Bitconnect:
https://twitter.com/TrustlessState/status/1524451573908209664?s=20&t=1cKzW3BXwfKsAdFAsObfLQ 
Historical:
https://twitter.com/nic__carter/status/1524233730717585409?s=20&t=azvpduGJEOCfqyNCUFSBWA 
Janet Yellen:
https://twitter.com/tier10k/status/1524031909067698180?s=20&t=FiTLk5ce5JmTg_s7QnWgMw 
Coordinated Attack:
https://twitter.com/TerraBitesPod/status/1524229263469293570?s=20&t=FiTLk5ce5JmTg_s7QnWgMw 
Vitalik Clip:
https://twitter.com/BanklessHQ/status/1523995722261147648?s=20&t=FiTLk5ce5JmTg_s7QnWgMw 
Mental Health:
https://twitter.com/Shigeo808/status/1524149580048191488?s=20&t=azvpduGJEOCfqyNCUFSBWA 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 12, 2022
Betting the Fund on the Merge | Hal Press, North Rock Digital
01:39:24
What happens when a guy becomes so convicted on ETH that he bets HIS ENTIRE FUND on the Ethereum Proof-of-Stake merge?

How much alpha is there in the All Core Devs calls? How should YOU play the merge? 

Hal Press of North Rock Digital joins us as we discuss how to value tokens, and how to trade the biggest moment in crypto history.

------
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BANKLESS SPONSOR TOOLS: 

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https://bankless.cc/Arbitrum

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https://bankless.cc/Across

 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA

 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro
7:00 What Sets ETH Apart
18:09 Revenue and Cost
24:50 DeFi Utility
31:00 Blockchain Expenses
35:45 Inflating and Revenue
39:48 Supply and Demand
45:56 ETH vs Alt Layer 1s
56:06 Will the Price Lag?
1:03:36 Who Leads the Market?
1:05:35 Modeling Ethereum
1:11:45 ETH Staking Numbers
1:20:00 Wen Merge?
1:30:18 Trading the Merge
1:35:50 Closing

------
Resources:

Hal Press:
https://twitter.com/NorthRockLP?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

Crypto Fees:
https://cryptofees.info/

Nillion:
https://www.nillion.com/

The Ethereum Thesis:
https://twitter.com/NorthRockLP/status/1484926691990556675?s=20&t=ZONa4ZJl5kcxbE43zFZKBg

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 11, 2022
Fiskantes Predicts the Next Meta | Layer Zero
01:08:56

With clean takes and tasteful anime, Fiskantes has one of the best degen anon accounts on crypto twitter.

In this episode, we explore the many metagames of crypto and investing like Bitcoin, NFTs, Meme Stocks, and Poker.  

Where will the next meta be?

Hint: the frontier is where the magic happens.

------
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BANKLESS SPONSOR TOOLS: 

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:00 Fiskantes and Poker
13:19 Whale Dynamics
18:50 The Next Meta
22:55 The Current NFT Meta
28:43 The Meta Diverges
39:07 Exploring at the Margin
45:45 Intuition on the Frontier
51:10 Exporting Culture
55:44 Anon vs Crypto IRL
1:00:56 Living Online
1:09:00 Squad Wealth
1:13:45 Parting Wisdom

------
Resources:

Fiskantes on Twitter:
https://twitter.com/Fiskantes?s=20&t=vm_h2ChpdCBFIzJxi7Gv-w 

Zee Prime Capital:
https://zeeprime.capital/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 10, 2022
117 - Timeless Wisdom for Crypto Investors | Jim O'Shaughnessy
01:30:41

✨ DEBRIEF ✨ | Ryan & David's Unfiltered Thoughts on the Episode
https://shows.banklesshq.com/p/117-jim-debrief 

-----
Jim O’Shaughnessy is a Wall Street legend and the Founder, Chairman, and Co-CIO of O’Shaughnessy Asset Management, which has over $6 billion in assets under management.

Tap in for timeless investing wisdom to last in crypto for the long-haul. We like playing long-term games, and Jim has decades of investing experience. He’s also a lot of fun to listen to.

Since Jim fell into the world of investing, how has the game changed? What’s stayed the same? And most importantly, what does the crypto investor need to know about staying ahead of the curve?

------
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❎ ACROSS | BRIDGE TO LAYER 2
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🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO  

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:45 Jim O’Shaughnessy
11:30 The investing zeitgeist
17:15 How has the narrative changed?
29:28 Are fundamentals dead?
41:08 Picking the right one
54:44 Investing hacks
1:08:10 The age of social media
1:15:00 Anchoring the crypto space
1:22:08 Psychological hacks
1:29:45 Knowing when to sell
1:36:11 Final thoughts
1:41:38 Conclusions & Disclaimers

------
Resources:

Jim O’Shaughnessy
https://twitter.com/jposhaughnessy?s=20&t=h5tIizdYwRmThOJTC-03oQ 
Devil Takes the Hindmost
https://www.amazon.com/Devil-Take-Hindmost-Financial-Speculation/dp/0452281806 
Securities Analysis
https://www.amazon.com/Security-Analysis-Foreword-Buffett-Editions/dp/0071592539/ref=sr_1_3?keywords=securities+analysis&qid=1651919905&s=books&sprefix=securities%2Cstripbooks%2C107&sr=1-3 
The Intelligent Investor
https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661/ref=sr_1_1?crid=10L16SFDNU20V&keywords=the+individual+investor&qid=1651919926&s=books&sprefix=the+individual+investor%2Cstripbooks%2C97&sr=1-1 
The Internet Contrarian
https://www.osam.com/pdfs/The_Internet_Contrarian_-_4-22-99.pdf 
The Simpsons - Sideshow Bob Steps on Rakes
https://youtu.be/aRq1Ksh-32g 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 09, 2022
The 10k ENS Club with 713.eth & 562.eth | Alpha Leak
44:44

Something weird is happening in ENS land. Low-digit ENS numbers are MOONING and people are playing the numbers game! A new org has emerged with ###.ETH ENS names!

Tune in to be in the know of what's happening with the 10k ENS Club, how to get involved, and the bullish plans they have for the future.

------
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https://bankless.cc/Opolis 

------
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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
4:15 What's Happening?
11:40 Valuing ENS #'s
14:05 The Future of the 10K Club Community
19:00 What's the Utility?
28:30 DAO or Not?
36:15 Subdomains & Wen Sellout?
39:05 Relationship with ENS & 10K Club
41:30 Closing Thoughts

------
Resources:

10K Club
https://twitter.com/10kClubOfficial 

713.eth | 5070.eth
https://twitter.com/soy_eth 

562.eth / 630.eth / ٠٠١.eth
https://twitter.com/LeoAlhalabi 

ENS
https://ens.domains/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 08, 2022
Hop Protocol AIRDROP and DAO Launch! 🟣_🟣
53:10

Chris Winfrey from Hop Protocol tells us all about the launch of the Hop Protocol DAO!

------
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 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  
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BANKLESS SPONSOR TOOLS: 

️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum

 ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA

 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro
4:30 Chris Whinfrey
7:30 Layer 2 Bridges
10:25 The Hop Origins
14:45 No VC Funding
19:07 The Hop Airdrop
23:56 The Airdrop Meta
28:15 The Distribution
32:57 The Trinity
35:27 The Token
41:00 Yield and the Bridge Wars
47:08 Layer 2 Airdrop Szn
50:57 What's Next?

------
Resources:

Chris on Twitter:
https://twitter.com/WhinfreyChris?s=20

Announcement Post:
https://hop.mirror.xyz/AI5fOUR0X_l0mktShDOx3mwr-hsB24gp8GvTWtS-MBc

Hop Links
- Twitter:          https://twitter.com/HopProtocol?s=20
- Discord:         https://discord.gg/PwCF88emV4
- Exchange:     https://hop.exchange/

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

May 07, 2022
Is Crypto Dead? Fed Crashes Markets. Bored Ape Land Mint. Hop Airdrop. Solana Down.
01:21:58

1st Week of May, 2022

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BANKLESS SPONSOR TOOLS: 

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❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave

⚡️ MAKER DAO | THE DAI STABLECOIN
 https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave

------
Topics Covered:

0:00 Intro

4:00 MARKETS
4:20 BTC Price
5:10 ETH Price
6:31 ETH BTC Ratio
7:30 Crypto Market Cap

7:50 THE FED
https://twitter.com/NorthmanTrader/status/1520048451660226561?s=20&t=WsDzeddLzDPlD__LhyLbbA

13:15 Ethereum’s Q1 Results
https://twitter.com/banklesshq/status/1520140178878353410
16:05 Global Metrics
https://dune.com/hildobby/Ethereum-Overview
17:08 OP Stimpak
https://twitter.com/optimismPBC/status/1521577143364427777?s=20&t=OPbZKxvvbYFZRDvMbp4wXg
19:30 NFTs Booming
https://decrypt.co/99226/nfts-dead-opensea-daily-trading-record-476m-ethereum

22:15 RELEASES
23:00 Lido Centralization
https://scorecard.lido.fi/
26:12 ENS Constitution
https://constitution.ens.domains/
27:12 Etherscan Heatmap
https://twitter.com/etherscan/status/1521813183346151424

27:45 RAISES
28:00 Pangea
https://www.bloomberg.com/news/articles/2022-05-04/crypto-wunderkinds-secure-85-million-to-start-own-hedge-fund
28:48 Syndicate
https://twitter.com/SyndicateDAO/status/1521483151406600192

30:12 JOBS
https://pallet.xyz/list/bankless/jobs

30:00 NEWS
32:35 Hop Airdrop
https://twitter.com/HopProtocol/status/1520055351931985921
34:35 Bored Ape Mint Fiasco
https://coinmetrics.substack.com/p/state-of-the-network-issue-153
40:30 Fork Optimism
https://twitter.com/FUCORY/status/1520849858793402368
42:20 10k ENS Club
https://twitter.com/10kclubofficial/status/1520903265164091402
45:50 Starbucks NFTs
https://techcrunch.com/2022/05/04/starbucks-to-launch-nfts-this-year-offering-access-to-unique-experiences-and-benefits/

47:20 SOLANA GOES DOWN
https://twitter.com/solanastatus/status/1520508697100926977
49:20 Censorship Worries
https://twitter.com/nixxholas/status/1520509031751684096
51:23 Broken Record
https://twitter.com/TrustlessState/status/1521657185654116353?s=20&t=cgCZ5KCih_sZluVjKLjFfA

54:20 OTHER NEWS
54:39 Waren Buffet BTC
https://markets.businessinsider.com/news/stocks/warren-buffett-charlie-munger-bitcoin-crypto-cryptocurrency-investing-berkshire-hathaway-2022-4
56:30 PoolTogether Lawsuit
https://www.wsj.com/articles/crypto-savings-lawsuit-puts-principles-of-defi-to-the-test-11642069806
1:02:06 TRIBE Exploit
https://decrypt.co/99103/fei-protocol-offers-10m-bounty-after-80m-rari-capital-exploit

1:05:00 COMMUNITY QUESTIONS
https://twitter.com/wongisrite/status/1522054783200243712
1:06:54 Layer 2 Solutions
https://twitter.com/locopatron1/status/1522057520721801217?s=20&t=cgCZ5KCih_sZluVjKLjFfA
1:08:48 Sharding or Movie?
https://twitter.com/sharath_darsha/status/1522060962500554753?s=20&t=cgCZ5KCih_sZluVjKLjFfA

1:10:00 TAKES
1:10:28 Parasitic Layer 2s
https://twitter.com/ryansadams/status/1521503349773946882
1:13:06 Bad Take
https://twitter.com/pgaffney/status/1522038187782254593

1:16:28 What David’s Excited About
1:18:47 What Ryan’s Excited About

1:20:05 MEME of the Week
https://twitter.com/BanklessHQ/status/1521908752756080642?s=20&t=cgCZ5KCih_sZluVjKLjFfA

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

May 06, 2022
The Trillion Dollar L2 Opportunity | Part Two
01:01:22

This is part two of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. A paradigm shift unlike any other is unfolding at this very moment. Countless crypto newcomers wish they started experimenting with parts of space sooner vs. later. There’s still time, though. Especially as it pertains to L2s.

Tune in to learn more about what makes this opportunity so immense, how to take advantage of it, what it means for the future of the space, and so much more.

------
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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

------
Topics Covered:

0:00 Intro
5:30 Public Goods Explained
14:00 The Fault of Block Rewards
19:40 Where the Money Comes From
23:50 Types of Public Goods Taxes
27:25 Good vs. Bad MEV
28:55 Where Revenue Goes
32:40 Retroactive Public Goods
44:30 Public vs. Private Investing
46:30 The Untapped Potential
53:40 Public Goods Building Ideas
56:23 The Opportunities
58:05 Disclaimers

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Resources:

Part One
https://youtu.be/HMFxgTbY_9Y 

Tascha Labs
https://twitter.com/TaschaLabs 

Optimism
https://www.optimism.io/ 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures 

May 05, 2022
The Trillion Dollar L2 Opportunity | Part One
01:13:09

This is part one of a two part Ryan and David masterclass on the trillion dollar L2 opportunity. L2 summer is right around the corner. Start preparing now. Part two will be airing tomorrow!

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📣 OPOLIS | Sign Up to Get 1000 $WORK and 1000 $BANK
https://bankless.cc/Opolis 

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🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

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BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ MAKER DAO | THE DAI STABLECOIN
https://bankless.cc/MakerDAO 

🦁 BRAVE | THE BROWSER NATIVE WALLET
https://bankless.cc/Brave 

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Topics Covered:

0:00 Intro
5:30 Why to be Excited About L2s
8:38 Do L2s Cannibalize ETH?
16:33 L2 Fees
20:55 Difference in Rollups Fees
22:55 L1 Fees
29:29 The L2 Paradigm
32:05 Burning Explained
40:32 ETH Stake Rate
42:55 The Demand for ETH
51:55 L2’s Narrative Opportunity
56:45 The Security Budget
1:01:30 L2 Summer is Coming
1:06:10 Liquid Mining & Tokens
1:08:10 Summarizing Part One
1:12:30 Disclaimers

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Resources:

L2 GDP Map
https://twitter.com/RyanSAdams/status/1521503349773946882 

Burn Leaderboard
https://ultrasound.money/ 

ETH Isn’t Expensive 
https://twitter.com/RyanSAdams/status/1521471900836372481 

Money Printer
https://moneyprinter.info/ 

Crypto Fees
https://cryptofees.info/ 

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: